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U.S. Balanced Allocation

U.S. Balanced Allocation funds are mutual funds or ETFs that own a... U.S. Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of U.S. assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. These funds are geared towards investors who are at least reasonably risk-tolerant. Typically, a fund will be around 60% equities and 40% bonds. This is a lower equity weighting than a Growth or Growth/Balanced fund, which may appeal to somewhat more conservative investors. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio of different asset classes will produce the best risk-adjusted returns over the long term. Due to their slightly higher weightage on equities, conservative investors might approach these funds with caution. Additionally, given that they only own U.S. assets, these funds will tend to outperform when U.S. equities outperform International equities, and vice versa. Last Updated: 12/24/2024 View more View less

U.S. Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of U.S. assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending... U.S. Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of U.S. assets. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. These funds are geared towards investors who are at least reasonably risk-tolerant. Typically, a fund will be around 60% equities and 40% bonds. This is a lower equity weighting than a Growth or Growth/Balanced fund, which may appeal to somewhat more conservative investors. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio of different asset classes will produce the best risk-adjusted returns over the long term. Due to their slightly higher weightage on equities, conservative investors might approach these funds with caution. Additionally, given that they only own U.S. assets, these funds will tend to outperform when U.S. equities outperform International equities, and vice versa. Last Updated: 12/24/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/23/24
Vanguard Star Fund

VGSTX | Fund | Investor

$29.12

+0.59%

$23.22 B

1.84%

$0.53

10.09%

1.96%

6.99%

7.32%

0.31%

$33.31

+0.48%

$20.63 B

2.19%

$0.73

11.23%

2.63%

6.11%

6.40%

0.13%

State Farm Balanced Fund

STFBX | Fund | Other

$88.65

+0.80%

$2.56 B

2.17%

$1.91

16.03%

6.76%

9.97%

8.46%

0.18%

ONE CHOICE PORTFOLIO: MODERATE

AOMIX | Fund | Investor

$15.30

-0.78%

$1.80 B

1.33%

$0.20

9.67%

1.31%

6.07%

6.11%

0.87%

$11.68

+0.60%

$1.21 B

1.39%

$0.16

9.89%

1.51%

-

-

1.07%

Moderate Growth Lifestyle Fund

VLSMX | Fund | Other

$14.41

+0.49%

$1.03 B

2.13%

$0.31

11.55%

2.94%

5.29%

2.16%

0.61%

$23.99

+1.22%

$933.39 M

0.00%

-

13.16%

-1.50%

-2.55%

3.41%

1.56%

$12.47

+0.32%

$876.16 M

5.29%

$0.66

11.07%

2.29%

6.14%

6.46%

0.77%

Mairs Power Balanced Fund

MAPOX | Fund | Other

$109.66

+0.71%

$779.34 M

2.18%

$2.37

10.48%

2.34%

5.67%

6.41%

0.69%

Schwab Balanced Fund

SWOBX | Fund | Other

$17.63

+0.57%

$694.20 M

1.91%

$0.33

13.73%

2.87%

7.40%

7.22%

0.52%

$20.59

+0.59%

$590.44 M

2.06%

$0.42

10.17%

2.67%

6.10%

6.15%

0.49%

New Covenant Balanced Growth Fund

NCBGX | Fund | Other

$122.29

+0.72%

$357.47 M

0.88%

$1.07

8.37%

2.42%

7.03%

5.56%

0.94%

$11.94

+1.19%

$328.13 M

0.00%

-

10.76%

-4.99%

-2.66%

1.64%

0.95%

Davenport Balanced Income Fund

DBALX | Fund | Other

$13.07

+0.62%

$246.01 M

2.51%

$0.33

8.51%

1.57%

4.22%

-

0.93%

$44.86

+0.20%

$242.88 M

2.07%

$0.93

10.81%

2.89%

6.18%

5.67%

0.35%

$31.83

+0.09%

$188.22 M

2.23%

$0.71

7.91%

2.64%

6.31%

-

0.80%

Osterweis Growth & Income Fund

OSTVX | Fund | Investor

$16.41

+0.49%

$170.03 M

2.69%

$0.44

11.42%

3.10%

8.35%

7.02%

0.92%

ClearShares OCIO ETF

OCIO | Active ETF

$34.48

+0.39%

$149.51 M

1.66%

$0.57

13.86%

4.00%

7.14%

-

0.65%

Dynamic Allocation Fund

VDAFX | Fund | Other

$10.63

+0.57%

$146.90 M

2.48%

$0.26

13.92%

2.78%

4.45%

2.95%

0.88%

Asset Allocation Fund

VCAAX | Fund | Other

$12.24

+0.74%

$146.80 M

1.38%

$0.17

15.90%

4.79%

7.73%

1.87%

0.70%

$13.05

+0.62%

$143.62 M

2.49%

$0.32

4.50%

2.94%

4.48%

5.04%

1.86%

$10.73

+0.47%

$142.70 M

1.15%

$0.12

10.66%

3.55%

-

-

1.69%

$11.94

+1.36%

$123.65 M

0.00%

-

13.61%

-3.56%

-1.67%

1.93%

1.09%

LKCM Balanced Fund

LKBAX | Fund | Other

$28.74

+0.70%

$115.59 M

1.29%

$0.37

11.91%

2.52%

7.01%

7.54%

1.04%

WesMark Balanced Fund

WMBLX | Fund | Other

$13.07

+0.69%

$98.91 M

1.42%

$0.18

9.83%

2.57%

4.91%

5.61%

1.24%

$11.16

+0.54%

$97.90 M

2.02%

$0.22

7.65%

0.64%

3.50%

4.33%

1.00%

$15.75

+0.51%

$95.46 M

0.93%

$0.15

7.47%

0.45%

4.97%

5.43%

0.94%

$28.53

+0.39%

$89.85 M

3.29%

$0.94

12.03%

6.97%

6.32%

-

0.96%

Sit Balanced Fund

SIBAX | Fund | Other

$35.67

+0.88%

$60.38 M

1.44%

$0.51

18.94%

5.07%

10.28%

9.12%

1.11%

Hennessy Total Return Fund

HDOGX | Fund | Investor

$13.09

+0.38%

$49.04 M

3.07%

$0.40

3.65%

7.59%

5.57%

5.56%

3.37%

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