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Allocation--30% to 50% Equity Mutual Funds

Below is a list of Allocation--30% to 50% Equity Mutual Funds. Click on an Mutual Fund to see its details. To filter the list, use the Screener.

Symbol Name Price Market Cap 52 Week High 52 Week Low
OYCIX Invesco Select Risk Conservative Inv-Y 8.48 387.684 9.297 7.764
ONCFX JPMorgan Investor Conservative Growth-I 12 4188.516 12.776 10.958
SCMSX SEI Core Market Strategy SAAT-I 11.43 46.03 12.335 10.201
FIQDX Fidelity Adv Strategic Real Return-Z 8.55 826.166 9.211 8.033
RDRPX American Funds Retirement Inc-Cnsrv R2 11.12 1329.162 11.98 10.203
LMGIX Franklin Multi-Asset Defensive Growth-I 12.04 111.19 12.934 10.816
OACIX Invesco Select Risk Conservative Inv-A 8.45 388.137 9.281 7.734
RQRPX American Funds Retirement Inc-Cnsrv R5 11.16 1329.201 11.91 10.216
HCVIX Hartford Conservative Allocation-I 10.19 107.925 11.064 9.322
NWQIX Nuveen Flexible Income-I 18.8 1356.73 20.206 17.18
WMBGX Allspring Spectrum Conseratve Grwth-A 9.22 276.227 10.004 8.488
FFANX Fidelity Asset Manager 40 11.9 2273.864 12.842 10.834
BRMPX BlackRock 40/60 Target Allocation-R 11.59 615.308 12.665 10.461
HAFIX Hartford AARP Balancd Retirement-I 8.99 81.389 9.52 8.276
GUDPX Guggenheim Diversified Income-P 24.39 8.005 26.088 22.019
TGPCX TCW Conservative Allocation-I 10.88 29.181 11.806 9.784
GSBIX Goldman Sachs Income Builder-Inst 24.49 2394.456 25.404 21.857
BAICX BlackRock Multi-Asset Income-InvA 9.94 13552.991 10.555 8.974
CSTAX 2024 American Funds College-529F1 11.52 2797.125 12.294 10.707
SWJRX Schwab Monthly Income Target Payout 10.04 41.682 10.68 8.859
MCARX MFS Conservative Allocation-R2 15.36 3809.019 16.572 13.975
SWKRX Schwab Monthly Income Flexible Payout 10.21 70.316 10.818 9.016
FAFWX American Funds Retirement Inc-Cnsrv F1 11.14 1329.18 11.917 10.204
EXBAX Manning & Napier Pro-Blend ModrateTerm-S 13.2 399.965 14.391 12.073
EXDAX Manning & Napier Pro-Blend ConservTerm-S 12.44 394.588 13.282 11.638
IHAYX Hartford Multi-Asset Income-Y 18.7 675.41 19.847 16.961
TACIX Transamerica Asset Allocation Conserv-I 9.82 516.933 10.725 8.968
FTANX Fidelity Asset Manager 30 11.14 2233.147 11.94 10.289
IRMPX Voya Retirement Moderate-A 9.73 756.792 10.621 8.81
FTINX Fidelity Adv Asset Manager 30-I 11.14 2233.147 11.946 10.291
JNBAX JPMorgan Income Builder-A 9.69 10403.571 10.44 8.622
GITTX GuidePath Conservative Allocaton-Inst 10.36 414.648 11.009 9.264
MACKX MFS Conservative Allocation-R1 15.24 3806.419 16.529 13.895
JLMOX JHancock Multi-Index Lifestyle Mod-1 10.03 253.425 10.84 9.014
EKSYX Allspring Diversified Income Builder-Ins 5.39 405.884 5.862 4.918
HBLTX Hartford Balanced Income-R5 14.25 14154.083 14.942 12.771
HAFYX Hartford AARP Balanced Retirement-Y 8.93 81.295 9.45 8.229
JFLJX JPMorgan Investor Conservative Growth-R6 11.99 4188.539 12.734 10.939
BIMPX BlackRock 40/60 Target Allocation-Inst 11.73 615.804 12.752 10.569
WBALX Weitz Balanced-Inv 15.76 205 16.57 14.508
SMSIX SEI Moderate Strategy SAAT-I 11.44 99.406 12.096 10.591
GLRIX James Balanced Golden Rainbow 18.84 444.848 20.292 17.585
BERIX Carillon Chartwell Income 12.82 377.328 13.467 11.512
UGTAX USAA Growth and Tax Strategy-A 23.38 720.19 25.515 20.95
TPILX TIAA-CREF Lifecycle Retirement Inc-Prem 10.49 467.85 11.263 9.638
SRFNX Sierra Tactical Risk Spectrum 50-Inv 22.78 178.875 23.586 21.427
RNCAX American Funds Conservative Gr & Inc-R1 12.38 7260.313 13.155 11.226
SMOAX SEI Moderate Strategy SAAT-F 11.06 99.322 11.673 10.235
GMMRX Nationwide Investors Destn Mod Cnsrv-R 9.44 331.596 10.236 8.583
SRFJX Sierra Tactical Risk Spectrum 50-Inst 22.8 178.875 23.503 21.416
PACYX Putnam Dynamic AssetAlloc Conservative-Y 9.72 800.701 10.696 8.99
NVMBX Allspring Moderate Balanced-Adm 19.25 101.858 20.679 17.557
TWSCX American Century Strtgc Alloc:Cnsrv-Inv 5.19 340.404 5.562 4.678
VTMFX Vanguard Tax-Managed Balanced-Admr 38.17 7759.426 40.378 34.513
JNBCX JPMorgan Income Builder-C 9.66 10403.627 10.463 8.607
BAMPX BlackRock 40/60 Target Allocation-InvA 11.61 615.304 12.657 10.467
ILAAX Invesco Income Allocation-R5 10.5 444.164 11.205 9.452
VSCGX Vanguard LifeStrategy Conserv Grwth-Inv 19.94 9956.94 21.774 18.059
AOCIX American Century One Choice Conserv-Inv 12.12 1183.22 13.123 10.939
RTRPX American Funds Retirement Inc-Cnsrv R6 11.16 1329.201 11.903 10.213
SWCGX Schwab MarketTrack Conservative 15.56 233.797 16.675 13.982
GUDIX Guggenheim Diversified Income-Inst 24.38 8.005 26.012 21.998
CLRRX Columbia Capital Alloc Mod Conserv-Inst2 9.07 388.22 10.011 8.261
MCONX Praxis Genesis Conservative-A 11.27 25.053 12.305 10.291
FSIRX Fidelity Adv Strategic Real Return-I 8.55 827.121 9.207 8.027
WMBZX Allspring Spectrum Conseratve Grwth-Inst 9.24 276.225 9.999 8.49
FSRRX Fidelity Strategic Real Return 8.57 826.191 9.237 8.056
JNBSX JPMorgan Income Builder-I 9.71 10403.585 10.444 8.628
RNCCX American Funds Conservative Gr & Inc-R3 12.42 7266.271 13.137 11.252
BIICX BlackRock Multi-Asset Income-Inst 9.95 13552.994 10.538 8.977
RINFX American Funds Conservative Gr & Inc-R5 12.48 7260.677 13.129 11.283
ITTVX Hartford Multi-Asset Income-R6 18.68 675.411 19.802 16.944
HBLIX Hartford Balanced Income-I 14.16 14153.585 14.847 12.69
PIAFX Invesco Multi-Asset Income-A 7.86 1194.484 8.855 7.247
RINBX American Funds Conservative Gr & Inc-R2 12.37 7260.275 13.149 11.215
TGPNX TCW Conservative Allocation-N 10.92 29.207 11.868 9.821
TLRRX TIAA-CREF Lifecycle Retirement Inc-Inv 10.48 467.849 11.264 9.63
RARPX American Funds Retirement Inc-Cnsrv R1 11.11 1329.156 11.971 10.193
USBLX USAA Growth and Tax Strategy 23.44 720.178 25.509 20.988
WFMYX Allspring Moderate Balanced-Inst 19.28 101.805 20.692 17.583
WBAIX Weitz Balanced-Inst 15.78 205 16.573 14.517
FFNIX Fidelity Adv Asset Manager 40-I 11.91 2273.869 12.86 10.836
NAARX American Funds Retirement Inc-Cnsrv A 11.14 1330.361 11.911 10.201
TAIFX American Funds TaxAwr Cnsrv Gr & Inc-F1 14.48 4509.347 15.276 12.998
MROSX MassMutual 40/60 Allocation-R5 8.35 182.779 9.097 7.52
TSCLX TIAA-CREF Lifestyle Conservative-Inv 11.51 313.482 12.447 10.451
SPBAX DWS Multi-Asset Conservative Alloc-S 12.44 67.236 13.611 11.311
GLRBX James Balanced Golden Rainbow 19.16 444.861 20.691 17.896
RJRPX American Funds Retirement Inc-Cnsrv R3 11.15 1329.191 11.972 10.23
BKMPX BlackRock 40/60 Target Allocation-K 11.74 615.802 12.759 10.576
RMRPX American Funds Retirement Inc-Cnsrv R4 11.23 1329.273 12.012 10.282
CTHAX 2027 American Funds College-529F1 12.19 3191.427 13.121 11.131
JIAIX JHancock Multi-Asset High Income-I 8.8 120.969 9.028 7.797
NIPAX Columbia Capital Alloc Mod Conserv-Inst 9.02 388.638 9.952 8.211
IIFAX Voya Balanced Income A 8.2 246.49 9.031 7.63
VGCLX VALIC Company I Conservative Growth Life 11.32 313.678 12.212 10.29
VWINX Vanguard Wellesley Income-Inv 25.05 56634.04 26.448 22.796
CIBYX Columbia Income Builder-Inst3 11.34 1304.576 12.211 10.311
TLSPX TIAA-CREF Lifestyle Conservative-Prem 11.53 313.212 12.464 10.477
SOKAX SEI Core Market Strategy SAAT-F 9.83 45.975 10.692 8.785
ACCIX American Century Strtgc Alloc Conserv-I 5.2 341.06 5.561 4.675
CAPSX Federated Hermes Capital Income-Inst 7.88 772.104 8.526 7.196
TRRIX TRPrice Retirement Balanced-Inv 12.41 1708.845 13.389 11.352
WFMAX Allspring Moderate Balanced-A 18.99 101.809 20.448 17.339
RRTIX TRPrice Retirement Balanced-R 12.4 1707.468 13.446 11.361
HBFBX Hennessy Balanced-Inv 11.56 12.882 11.878 10.659
NSDCX Nationwide Investors Destn Mod Cnsrv-S 9.5 331.949 10.271 8.628
MCKIX MainStay Conservative Allocation-I 11.33 419.897 12.027 10.217
PRSIX TRPrice Spectrum Conservative Alloc-Inv 18.17 2117.714 19.707 16.623
RINEX American Funds Conservative Gr & Inc-R4 12.46 7266.398 13.138 11.273
CACMX Invesco Select Risk Mod Conserv Inv-C 9.83 305.595 10.893 8.884
NCBIX New Covenant Balanced Income 20.49 86.352 22.109 18.882
GMIMX Nationwide Investors Destn Mod Cnsrv-R6 9.55 331.604 10.298 8.669
INPFX American Funds Conservative Gr & Inc-F1 12.46 7266.398 13.15 11.273
CKKRX Columbia Income Builder-Inst2 11.35 1304.58 12.227 10.323
OCCIX Invesco Select Risk Conservative Inv-C 8.35 387.663 9.253 7.663
FTCZX Franklin Conservative Allocation-Adv 12.72 968.045 13.875 11.533
POBCX Pacific Funds Optim Moderate-Conserv-C 9.21 242.116 10.278 8.312
DIFHX MFS Diversified Income-R6 11.81 2684.165 12.677 10.534
FSRAX Fidelity Adv Strategic Real Return-A 8.52 826.129 9.205 8.018
FLDOX Meeder Moderate Allocation-Ret 11.33 163.13 12.038 10.676
JALMX JHancock Multimanager Lifestyle Mod-A 11.61 2384.264 12.602 10.473
FCSRX Fidelity Adv Strategic Real Return-C 8.39 826.939 9.114 7.909
PCCEX Putnam Dynamic AssetAlloc Conservative-R 9.72 800.701 10.694 8.987
TAIAX American Funds TaxAwr Cnsrv Gr & Inc-A 14.48 4506.234 15.268 12.995
TCAIX Thrivent Moderately Conservative Alloc-S 11.91 1142.03 12.928 10.833
CAAYX Invesco Select Risk Mod Conserv Inv-Y 9.94 305.605 10.909 8.961
EKSAX Allspring Diversified Income Builder-A 5.55 406.596 6.052 5.064
INPAX American Funds Conservative Gr & Inc-A 12.45 7266.368 13.124 11.261
LNOAX Ladenburg Income & Growth-A 11.7 61.643 12.562 10.585
PACAX Putnam Dynamic AssetAlloc Conservative-A 9.66 799.86 10.662 8.945
CAPCX Federated Hermes Capital Income-C 7.87 772.101 8.61 7.213
FTTNX Fidelity Adv Asset Manager 30-M 11.13 2235.138 11.996 10.288
PCCIX Principal SAM Conservative Balanced-Inst 11.08 1718.608 12.038 10.039
RMYSX Russell Inv Multi-Strategy Income-S 9.28 396.471 10.165 8.04
INPEX American Funds Conservative Gr & Inc-F2 12.47 7266.431 13.126 11.275
NADCX Nationwide Investors Destn Mod Cnsrv-A 9.41 331.593 10.169 8.546
FMUFX Federated Hermes Muni & Stock Advant-F 13.36 1452.272 14.215 12.238
RMLSX Russell Inv Lifepoints Moderate Strat-S 8.87 162.083 9.65 7.875
WHGIX Westwood Income Opportunity-Inst 11.29 645.848 12.193 10.072
PPIPX TRPrice Spectrum Conservative Alloc-I 18.15 2118.885 19.659 16.598
CTHFX 2030 American Funds College-529A 12.24 3191.507 13.146 11.16
PARIX TRPrice Retirement Balanced-Adv 12.41 1707.467 13.431 11.361
CTSFX 2027 American Funds College-529A 11.57 2794.814 12.331 10.747
ITTFX Hartford Multi-Asset Income-F 18.28 675.426 19.382 16.574
MRMLX MassMutual Select 40/60 Allocation-Adm 8.41 182.78 9.177 7.578
RMLAX Russell Inv Lifepoints Moderate Strat-A 8.77 162.277 9.553 7.789
HAFCX Hartford Multi-Asset Income-C 18.43 675.421 19.752 16.764
TRPTX TRPrice Retirement Balanced-I 10.92 526.501 11.764 9.99
ALAAX Invesco Income Allocation-A 10.51 444.165 11.236 9.459
ICLLX Transamerica Asset Allocation Conserv-C 9.65 516.904 10.679 8.838
INPCX American Funds Conservative Gr & Inc-C 12.38 7266.144 13.145 11.225
LNOCX Ladenburg Income & Growth-C 11.46 61.652 12.444 10.395
FDFWX American Funds Retirement Inc-Cnsrv F2 11.16 1330.384 11.905 10.216
FFNCX Fidelity Adv Asset Manager 40-C 11.85 2273.825 12.915 10.815
NLGAX Columbia Capital Alloc Mod Conserv-A 9.19 388.242 10.169 8.376
FCANX Fidelity Adv Asset Manager 30-C 11.02 2235.043 11.938 10.205
CMNVX Catholic RespInv Magnus 45/55-Inv 9.04 108.848 9.747 8.211
AABFX Thrivent Balanced Income Plus-A 12.84 414.394 13.868 11.69
JIAFX JHancock Multi-Asset High Income-A 8.79 120.969 9.044 7.798
NWQAX Nuveen Flexible Income-A 18.78 1357.445 20.229 17.165
MNMIX Manning & Napier Pro-Blend ModrateTerm-I 13.24 399.97 14.404 12.101
MNCIX Manning & Napier Pro-Blend ConservTerm-I 12.44 394.588 13.25 11.638
TRILX TIAA-CREF Lifecycle Index Ret Inc-Inst 14.91 604.809 16.092 13.548
GGIZX GuideStone Balanced Allocation-Inv 10.83 1272.406 11.831 9.661
DIFGX MFS Diversified Income-R4 11.82 2684.18 12.689 10.537
TLRIX TIAA-CREF Lifecycle Retirement Inc-Inst 10.5 468.296 11.246 9.644
MACFX MFS Conservative Allocation-A 15.88 3807.119 17.091 14.445
HBLAX Hartford Balanced Income-A 14.16 14153.585 14.875 12.688
MACBX MFS ConservativeAllocation-B 15.82 3807.067 17.163 14.428
CAPFX Federated Hermes Capital Income-F 7.86 772.096 8.528 7.193
LNOIX Ladenburg Income & Growth-I 11.75 61.695 12.595 10.618
GBAYX GuideStone Balanced Allocation-Inst 10.84 1273.581 11.81 9.664
VWIAX Vanguard Wellesley Income-Admr 60.69 56651.322 64.026 55.204
EVFCX E-Valuator Conservative 15-30 RMS-R4 9.43 56.404 9.907 8.875
PIYFX Invesco Multi-Asset Income-Y 7.87 1194.485 8.844 7.253
PICFX Invesco Multi-Asset Income-C 7.86 1194.484 8.914 7.26
AACRX American Century Strtgc Alloc Conserv-R 5.17 341.057 5.57 4.664
MACJX MFS Conservative Allocation-R4 15.89 3807.133 17.066 14.445
CHWRX Columbia Capital Alloc Mod Conserv-Adv 9.08 388.648 10.022 8.271
WWIAX Westwood Income Opportunity-A 11.28 645.847 12.203 10.058
RBBAX Columbia Income Builder-A 11.3 1304.562 12.2 10.282
FFNAX Fidelity Adv Asset Manager 40-A 11.91 2273.869 12.893 10.853
BCICX BlackRock Multi-Asset Income-InvC 9.92 13539.312 10.625 8.987
GSBFX Goldman Sachs Income Builder-A 23.84 2393.56 24.815 21.3
BKMIX BlackRock Multi-Asset Income-K 9.94 13539.373 10.533 8.975
CNMRX Columbia Income Builder-Adv 11.34 1303.431 12.22 10.324
JNBZX JPMorgan Income Builder-R6 9.71 10403.585 10.435 8.626
DIFIX MFS Diversified Income-I 11.81 2684.165 12.68 10.537
TLIRX TIAA-CREF Lifecycle Retirement Inc-Ret 10.47 467.848 11.245 9.62
GPTCX GuidePatth Conservative Allocaton-Ser 10.27 414.652 10.962 9.19
FTAAX Fidelity Adv Asset Manager 30-A 11.15 2233.167 11.986 10.309
MNELX MainStay Conservative ETF Allocation-I 10.13 37.366 10.709 9.13
SAIPX Principal SAM Conservative Balanced-A 11.22 1718.668 12.228 10.176
HBLYX Hartford Balanced Income-Y 14.35 14154.639 15.043 12.861
FSRTX Fidelity Adv Strategic Real Return-M 8.54 827.11 9.216 8.028
DIFAX MFS Diversified Income-A 11.81 2684.165 12.721 10.546
SPDAX DWS Multi-Asset Conservative Alloc-A 12.46 67.237 13.665 11.338
HBLCX Hartford Balanced Income-C 13.9 14141.999 14.722 12.492
OCGCX JPMorgan Investor Conservative Growth-C 11.84 4188.708 12.702 10.836
FTCIX Franklin Conservative Allocation-A 12.72 968.045 13.911 11.532
RINGX American Funds Conservative Gr & Inc-R6 12.48 7266.467 13.122 11.281
JILMX JHancock Multimanager Lifestyle Mod-1 11.52 2384.202 12.464 10.382
UCMCX USAA Cornerstone Moderately Conservative 10.35 189.545 11.203 9.333
CFAIX Calvert Conservative Allocation-I 16.99 259.617 18.395 15.36
MXDPX Empower Moderately Conservative Prfl-Inv 7.97 527.078 8.341 7.137
NQWFX Nuveen Flexible Income-R6 18.91 1356.764 20.31 17.275
IBBFX Thrivent Balanced Income Plus-S 12.8 414.071 13.791 11.643
ACCAX American Century Strtgc Alloc Conserv-A 5.19 341.059 5.576 4.681
ITTAX Hartford Multi-Asset Income-A 18.34 675.424 19.516 16.648
PFTSX PFG Tactical Income Strategy-R 9.18 118.905 9.744 8.376
POBAX Pacific Funds Optim Moderate-Conserv-A 9.58 241.812 10.618 8.634
OICAX JPMorgan Investor Conservative Growth-A 11.91 4188.628 12.708 10.887
GSBCX Goldman Sachs Income Builder-C 23.37 2394.654 24.502 20.932
TXIFX American Funds TaxAwr Cnsrv Gr & Inc-F2 14.51 4509.36 15.263 13.007
MCKAX MainStay Conservative Allocation-A 11.2 420.268 11.908 10.103
HBLFX Hartford Balanced Income-F 14.17 14153.634 14.835 12.688
ITTIX Hartford Multi-Asset Income-I 18.3 675.795 19.41 16.588
RMYYX Russell Inv Multi-Strategy Income-Y 9.3 396.469 10.174 8.056
CCLAX Calvert Conservative Allocation-A 16.98 259.77 18.422 15.359
FTCCX Franklin Conservative Allocation-C 12.4 967.361 13.668 11.276
JTMIX JHancock Multimanager Lifestyle Mod-I 11.51 2384.193 12.462 10.374
ALAYX Invesco Income Allocation-Y 10.51 444.165 11.208 9.453
FMUIX Federated Hermes Muni & Stock Advan-Inst 13.36 1453.368 14.17 12.217
ICLAX Transamerica Asset Allocation Conserv-A 9.77 516.924 10.721 8.92
TNVDX 1290 Loomis Sayles Multi-Asset Income I 10.36 53.765 10.736 9.089
EKSDX Allspring Diversified Income Builder-Adm 5.4 406.637 5.887 4.923
DVOIX Meeder Moderate Allocation-Inst 11.39 162.983 12.066 10.725
GKIRX Goldman Sachs Income Builder-Inv 24.4 2394.472 25.334 21.782
CAPAX Federated Hermes Capital Income-A 7.87 772.101 8.538 7.193
FFNTX Fidelity Adv Asset Manager 40-M 11.89 2273.856 12.903 10.839
PACDX Putnam Dynamic AssetAlloc Conservative-R 9.72 800.701 10.694 8.988
WICAX InvestEd Conservative\DISC 9.42 46.687 10.549 9.214
SBCPX Franklin Multi-Asset Defensive Growth-A 12.07 111.189 13.015 10.866
CAAMX Invesco Select Risk Mod Conserv Inv-A 9.96 305.913 10.947 8.986
MACIX MFS Conservative Allocation-I 16.06 3809.673 17.237 14.595
FMUAX Federated Hermes Muni & Stock Advant-A 13.37 1453.359 14.215 12.238
CBUZX Columbia Income Builder-Inst 11.3 1304.562 12.179 10.284
HCVAX Hartford Conservative Allocation-A 10.19 108.03 11.082 9.326
MCKNX MainStay Conservative Allocation Inv 11.19 419.892 11.931 10.097
TLSHX TIAA-CREF Lifestyle Conservative Advisor 11.53 313.483 12.446 10.466
TLRHX TIAA-CREF Lifecycle Retire Income Adv 10.5 467.852 11.265 9.647
TLIHX TIAA-CREF Lifecycle Index Ret Inc Adv 14.91 604.809 16.109 13.551
DVOAX Meeder Moderate Allocation Adviser 11.38 163.127 12.044 10.705
CAARX Calvert Conservative Allocation-R6 16.99 259.617 18.374 15.357