(224 funds rated) Overall Morningstar RiskLow HIGH LOW Category Moderately Aggressive Allocation ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS Ratings are based on risk-adjusted returns as of 11/30/2024 (updated monthly). Risk Measures
(272 funds rated) 10-yr. Morningstar RatingTM (224 funds rated) Overall Morningstar RiskBelow Average HIGH LOW Category Moderately Aggressive Allocation ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS Ratings are based on risk-adjusted returns as of 11/30/2024 (updated monthly). ...
Saratoga Conservative Balanced Allocation Portfolio A DMFZX 9.63 -0.62% Destinations Municipal Fixed Income Fund Inst SPGSPL 250.53 0.92% S&P GSCI Platinum Index TOTRX 11.56 -0.52% Transamerica Mid Cap Value Opportunities Retirement PLATX 0
Moderately Aggressive Allocation No Load Fund No Index Fund No # of Holdings 2,957 % Top Ten Holdings 20.68% Net Assets $128.24B Turnover Ratio 92.00% Expense Ratio 0.32% Yield (TTM) 4.21% FFIFX Fund Profile The Income Fund of America is an open-end balanced mutual fund launched and man...
rpfcx 9.44 % american funds college 2039 fund cdjax see more highest returns best moderately aggressive allocation funds # 1 calamos growth and income fund cvtrx # 2 prospector capital appreciation fund pcafx # 3 first eagle us value fund fevax # 4 american funds income fund of amer ...
Allocation Funds ›› IncomeBalancedConservative/BalancedConservative Tactical AllocationUS AllocationInternational Allocation View All Retirement ›› Equity View All Equity ›› DividendsGrowthValueBlendSector & IndustrySmall MidLargeMicroLeveraged EquityInverse EquityLong-Short ...
7 of the Best Growth Funds to Buy These growth funds are best suited for investors with a high risk tolerance seeking capital appreciation. Tony DongOct. 18, 2024 10 Largest Mutual Funds by AUM Size matters when it comes to mutual funds, but it's definitely not everything. ...
Short Term Safe: Fixed income fund portfolio contains a large percentage of securities with low duration and superior credit quality. Asset Allocation US Stock Non US Stock Non US Bond Cash US Bond Sector Allocation % Equity Technology 21.68% Industrials 16.95% Healthcare 14.09% Financial Services...
0.15% Italy 0.15% Spain 0.15% Germany 0.15% Canada 0.14% France 0.1% Fund Research as of December 31, 2024 1D 5D 3M 6M YTD 1Y 2Y 3Y 5Y 10Y chevron_right Frequency Daily arrow_drop_down Events arrow_drop_down Adjustments Splits & Divs ...
Asset allocation funds (these are some of the firm's highly-rated specialties) Fixed-incomeclasses of funds The funds are actively managed by portfolio managers who pay attention to value and keep turnover rates low. American Funds does not advertise. It markets its funds by compensating traditio...