Best Moderate Allocation Mutual Funds
Moderate Allocation funds maintain a diversified mix of stocks and bonds — typically 50–70% equities — targeting a middle ground between growth and income. These one-fund-portfolio solutions suit investors seeking balanced risk and return.
1 fund in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares | VBIAX | Vanguard | 0.00% | +14.27% | +13.65% | +7.25% | $62.3K | 8.05% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.