Best Fit Moderate Allocation
![]() |
Best Fit Moderate Allocation |
allocation mutual funds - Moderate-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash. Morningstar®
#1
Vanguard Balanced Index Fund (VBINX)
Performance (1-yr.): 1.69% Expenses: 0.23%
Performance (1-mo.): 2.81% Total Assets: $25.6B
See all details for VBINX »
#2
T. Rowe Price Capital Appreciation Fund (PRWCX)
Performance (1-yr.): 3.14% Expenses: 0.70%
Performance (1-mo.): 2.83% Total Assets: $24.36B
See all details for PRWCX »
#3
SIT Balanced Fund (SIBAX)
Performance (1-yr.): 0.33% Expenses: 1.00%
Performance (1-mo.): 2.71% Total Assets: $22.49M
See all details for SIBAX »
#4
AMG Chicago Equity Partners Balanced Fund (MBEYX)
Performance (1-yr.): 0.63% Expenses: 0.84%
Performance (1-mo.): 3.26% Total Assets: $158.44M
See all details for MBEYX »
#5
American Funds American Balanced Fund® (ABALX)
Performance (1-yr.): 0.55% Expenses: 0.59%
Performance (1-mo.): 2.48% Total Assets: $83.1B
See all details for ABALX »
#6
State Farm Balanced Fund (STFBX)
Performance (1-yr.): 1.67% Expenses: 0.13%
Performance (1-mo.): 1.63% Total Assets: $1.62B
See all details for STFBX »
#7
Eaton Vance Balanced Fund (EVIFX)
Performance (1-yr.): 0.63% Expenses: 0.98%
Performance (1-mo.): 2.20% Total Assets: $529.19M
See all details for EVIFX »
#7
Fidelity® Puritan® Fund (FPURX)
Performance (1-yr.): 1.23% Expenses: 0.56%
Performance (1-mo.): 3.98% Total Assets: $24.3B
See all details for FPURX »
#9
Columbia Balanced Fund (CBLAX)
Performance (1-yr.): 0.65% Expenses: 1.04%
Performance (1-mo.): 2.64% Total Assets: $4.05B
See all details for CBLAX »
#10
Mairs & Power Balanced Fund (MAPOX)
Performance (1-yr.): 3.12% Expenses: 0.73%
Performance (1-mo.): 2.21% Total Assets: $641.66M
With the information we provide about allocation mutual funds
, We hope you can be helped and hopefully set a precedent with you . Or also you can
see our other references are also others which are not less good about Asset Allocation Fund
, So and we thank you for visiting.
open student loan: http://money.usnews.com/funds/mutual-funds/rankings/moderate-allocation
Comments
Post a Comment