The Best Moderately Conservative Allocation Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Moderately Conservative Allocation mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.49%
- Avg. Yield
- 3.24%
- Avg. 1 Year Return
- 8.44%
- Median Risk/Return Score
- 49 / 100
The Best Moderately Conservative Allocation Mutual Funds
1 result
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | Diversified Portfolio, Moderately Conservative Allocation | Sep 30, 2002 | 0.49% | 5.37% | 6.63% | 3.24% | 49 |
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 Moderately Conservative Allocation Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | 49 | — | Sep 2002 |
Best-Performing Moderately Conservative Allocation Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | 5.22% | — | Sep 2002 |
Lowest-Cost Moderately Conservative Allocation Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | 0.49% | — | Sep 2002 |
Highest-Yield Moderately Conservative Allocation Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| T. Rowe Price Retirement Balanced Fund | 3.24% | — | Sep 2002 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 407 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 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 · 113 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 91 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.