The Best Allocation--50% to 70% Equity Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Allocation--50% to 70% Equity mutual funds.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.73%
- Avg. Yield
- 3.49%
- Avg. 1 Year Return
- 21.07%
- Median Risk/Return Score
- 67 / 100
The Best Allocation--50% to 70% Equity Mutual Funds
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Balanced Fund Class M | Allocation--50% to 70% Equity | Oct 18, 2024 | 1.01% | 9.93% | — | 4.65% | 84 | ||||||||
| Timothy Plan Defensive Strategies Fund Class I | Allocation--50% to 70% Equity | Aug 1, 2013 | 1.09% | 7.60% | 6.97% | 0.95% | 43 | ||||||||
| Vanguard LifeStrategy 60/40 Fund | Allocation--50% to 70% Equity, Diversified Portfolio | Sep 30, 1994 | 0.10% | 7.95% | 8.91% | 4.86% | 67 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Allocation--50% to 70% Equity Mutual funds by Risk/Return Score
The top Allocation--50% to 70% Equity Mutual funds by PortfoliosLab Risk/Return Score are FBAQX (84) and VSMGX (67).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Balanced Fund Class M | 84 | — | Oct 2024 | |
| Vanguard LifeStrategy 60/40 Fund | 67 | 24.50B | Sep 1994 | |
| Timothy Plan Defensive Strategies Fund Class I | 43 | — | Aug 2013 |
Best-Performing Allocation--50% to 70% Equity Mutual funds Over 5 Years
The top Allocation--50% to 70% Equity Mutual funds is TPDIX (8.83%).
Across the lineup, Allocation--50% to 70% Equity Mutual funds show an average 1-year return of 21.07% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund Class I | 8.83% | — | Aug 2013 | |
| Vanguard LifeStrategy 60/40 Fund | 7.92% | 24.50B | Sep 1994 |
Lowest-Cost Allocation--50% to 70% Equity Mutual funds
The top Allocation--50% to 70% Equity Mutual funds is VSMGX (0.10%).
With an average expense ratio of 0.73%, Allocation--50% to 70% Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard LifeStrategy 60/40 Fund | 0.10% | 24.50B | Sep 1994 | |
| Fidelity Advisor Balanced Fund Class M | 1.01% | — | Oct 2024 | |
| Timothy Plan Defensive Strategies Fund Class I | 1.09% | — | Aug 2013 |
Highest-Yield Allocation--50% to 70% Equity Mutual funds
The top Allocation--50% to 70% Equity Mutual funds is VSMGX (4.86%).
Across the lineup, Allocation--50% to 70% Equity Mutual funds show an average dividend yield of 3.49%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vanguard LifeStrategy 60/40 Fund | 4.86% | 24.50B | Sep 1994 | |
| Fidelity Advisor Balanced Fund Class M | 4.65% | — | Oct 2024 | |
| Timothy Plan Defensive Strategies Fund Class I | 0.95% | — | Aug 2013 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 415 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 140 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 98 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.