Moderately Aggressive Allocation Funds
These moderately aggressive funds prioritize capital appreciation over preservation. They typically expect volatility similar to a strategic equity exposure between 70% and 85%.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| American Funds Income Fund of Amer 529A
CIMAX
| 10.74% | 3.50% | 6.77% | 0.610% | 121.01 Bil | ||
| American Funds Income Fund of Amer 529F1
CIMFX
| 10.97% | 3.68% | 6.98% | 0.700% | 121.01 Bil | ||
| American Funds Income Fund of Amer R6
RIDGX
| 11.13% | 3.86% | 7.15% | 0.270% | 121.01 Bil | ||
| American Funds Income Fund of Amer 529C
CIMCX
| 9.91% | 2.73% | 5.97% | 1.380% | 121.01 Bil | ||
| American Funds Income Fund of Amer 529F2
FAIFX
| 11.04% | 3.77% | — | 0.350% | 121.01 Bil | ||
| American Funds Income Fund of Amer R2
RIDBX
| 9.97% | 2.74% | 5.97% | 1.360% | 121.01 Bil | ||
| American Funds Income Fund of Amer R4
RIDEX
| 10.78% | 3.51% | 6.78% | 0.620% | 121.01 Bil | ||
| American Funds Income Fund of Amer F3
FIFAX
| 11.15% | 3.87% | 7.14% | 0.270% | 121.01 Bil | ||
| American Funds Income Fund of Amer R5E
RIDHX
| 10.95% | 3.70% | 6.98% | 0.420% | 121.01 Bil | ||
| American Funds Income Fund of Amer 529F3
FFIFX
| 11.08% | 3.80% | — | 0.330% | 121.01 Bil | ||
| American Funds Income Fund of Amer C
IFACX
| 9.95% | 2.77% | 6.01% | 1.330% | 121.01 Bil | ||
| American Funds Income Fund of Amer A
AMECX
| 10.79% | 3.54% | 6.80% | 0.580% | 121.01 Bil | ||
| American Funds Income Fund of Amer R2E
RIEBX
| 10.25% | 3.03% | 6.28% | 1.070% | 121.01 Bil | ||
| American Funds Income Fund of Amer F2
AMEFX
| 11.04% | 3.76% | 7.03% | 0.370% | 121.01 Bil | ||
| American Funds Income Fund of Amer R5
RIDFX
| 11.09% | 3.82% | 7.10% | 0.310% | 121.01 Bil | ||
| American Funds Income Fund of Amer R1
RIDAX
| 9.97% | 2.74% | 5.98% | 1.360% | 121.01 Bil | ||
| American Funds Income Fund of Amer R3
RIDCX
| 10.43% | 3.21% | 6.46% | 0.910% | 121.01 Bil | ||
| American Funds Income Fund of Amer F1
IFAFX
| 10.71% | 3.47% | 6.75% | 0.650% | 121.01 Bil | ||
| American Funds Income Fund of Amer 529E
CIMEX
| 10.53% | 3.27% | 6.53% | 0.850% | 121.01 Bil | ||
| Vanguard LifeStrategy Growth Inv
VASGX
| 16.19% | 3.27% | 8.57% | 0.140% | 21.20 Bil | ||
| American Funds Growth and Inc Port 529C
CGNCX
| 17.22% | 3.81% | 8.74% | 1.480% | 17.24 Bil | ||
| American Funds Growth and Inc Port 529E
CGNEX
| 17.83% | 4.36% | 9.32% | 0.940% | 17.24 Bil | ||
| American Funds Growth and Inc Port F2
GAIEX
| 18.43% | 4.86% | 9.85% | 0.450% | 17.24 Bil | ||
| American Funds Growth and Inc Port R3
RAICX
| 17.81% | 4.31% | 9.26% | 0.990% | 17.24 Bil | ||
| American Funds Growth and Inc PortABLE-A
CGNGX
| 17.70% | 4.57% | 9.60% | 0.580% | 17.24 Bil |