Allocation funds (stocks & bonds)

Browse allocation funds that hold both stocks and bonds in our catalogue — what each holds, what it costs, and what changed last quarter.

• American Balanced Fund (ABALX)
  aggressive allocation fund
• VANGUARD WELLINGTON FUND (VWELX)
  aggressive allocation fund
• Strategic Advisers Fidelity Core Income Fund (FIWGX)
  moderate allocation fund
• T. Rowe Price Capital Appreciation Fund (PRWCX)
  aggressive allocation fund
• VANGUARD BALANCED INDEX FUND (VBINX)
  aggressive allocation fund
• VANGUARD WELLESLEY INCOME FUND (VWINX)
  conservative allocation fund
• Strategic Advisers Core Income Fund (FPCIX)
  conservative allocation fund
• American Funds Global Balanced Fund (GBLAX)
  aggressive allocation fund
• Asset Allocation Fund
  aggressive allocation fund
• Janus Henderson Balanced Fund (JABAX)
  aggressive allocation fund
• College Retirement Equities Fund - Responsible Balanced Account (QCSCRX)
  aggressive allocation fund
• Fidelity Advisor Strategic Income Fund (FSTAX)
  conservative allocation fund
• Fidelity Capital and Income Fund (FAGIX)
  conservative allocation fund
• JNL/T. Rowe Price Capital Appreciation Fund
  aggressive allocation fund
• Federated Hermes Total Return Bond Fund (FTRFX)
  conservative allocation fund
• Dodge & Cox Balanced Fund (DODBX)
  aggressive allocation fund
• Strategic Advisers Municipal Bond Fund (FSMUX)
  conservative allocation fund
• Invesco Equity and Income Fund (ACEIX)
  aggressive allocation fund
• FPA Crescent Fund (FPACX)
  moderate allocation fund
• VANGUARD TAX-MANAGED BALANCED FUND (VTMFX)
  moderate allocation fund
• THE HARTFORD BALANCED INCOME FUND (HBLAX)
  moderate allocation fund
• Catalyst/Millburn Hedge Strategy Fund (MBXAX)
  moderate allocation fund
• BlackRock Multi-Asset Income Portfolio
  conservative allocation fund
• Columbia Balanced Fund (CBLAX)
  aggressive allocation fund
• JNL/WMC Balanced Fund
  aggressive allocation fund
• Janus Henderson VIT Balanced Portfolio (JABLX)
  aggressive allocation fund
• JPMorgan Income Builder Fund (JNBAX)
  conservative allocation fund
• Victory Pioneer Multi-Asset Income Fund (PMACX)
  moderate allocation fund
• Cliffwater Enhanced Lending Fund
  aggressive allocation fund
• Permanent Portfolio (PRPFX)
  moderate allocation fund
• MFS Total Return Fund (MSFRX)
  moderate allocation fund
• VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO (ITRAX)
  aggressive allocation fund
• Balanced Fund (SVBAX)
  aggressive allocation fund
• Oakmark Equity and Income Fund (OAKBX)
  aggressive allocation fund
• PSF PGIM Flexible Managed Portfolio
  aggressive allocation fund
• T. Rowe Price Balanced Fund, Inc. (RPBAX)
  aggressive allocation fund
• Penn Series Flexibly Managed Fund
  aggressive allocation fund
• Virtus Income & Growth Fund (AZNAX)
  conservative allocation fund
• Strategic Advisers Short Duration Fund (FAUDX)
  moderate allocation fund
• Brighthouse Balanced Plus Portfolio
  aggressive allocation fund
• Fidelity Real Estate Income Fund (FREI)
  conservative allocation fund
• BALANCED PORTFOLIO
  aggressive allocation fund
• Blackstone Alternative Multi-Strategy Fund
  conservative allocation fund
• Roundhill Magnificent Seven ETF (MAGS)
  conservative allocation fund
• Fidelity Advisor Multi-Asset Income Fund (FWATX)
  moderate allocation fund
• Franklin Managed Income Fund (FBLAX)
  moderate allocation fund
• Franklin Income VIP Fund
  conservative allocation fund
• VANGUARD GLOBAL WELLINGTON FUND (VGWAX)
  aggressive allocation fund
• Fidelity Advisor Capital and Income Fund (FAHYX)
  conservative allocation fund
• Franklin Global Allocation Fund (FFALX)
  moderate allocation fund
• PSF PGIM 50/50 Balanced Portfolio
  moderate allocation fund
• Loomis Sayles Global Allocation Fund (LSWWX)
  aggressive allocation fund
• JPMorgan Global Allocation Fund (GAOAX)
  moderate allocation fund
• Goldman Sachs Income Builder Fund (GSBIX)
  moderate allocation fund
• First Eagle Global Income Builder Fund (FEBAX)
  aggressive allocation fund
• George Putnam Balanced Fund (PGEOX)
  aggressive allocation fund
• BlackRock High Equity Income Fund (BMCIX)
  moderate allocation fund
• NYLIM VP Janus Henderson Balanced Portfolio
  aggressive allocation fund
• MFS Total Return Series
  aggressive allocation fund