Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Best Moderate Allocation funds
Top 20 Year-to-Date Moderate Allocation funds with morningstar rating of 4 and above
| Fund | Category | Year-to-Date Return (%) | Morningstar Rating | Yield (%) |
|---|---|---|---|---|
| CGIIX | Moderate Allocation | 30.55 | 4 | 1.81 |
| CVTRX | Moderate Allocation | 30.3 | 4 | 1.56 |
| CGNRX | Moderate Allocation | 30.01 | 4 | 1.42 |
| CVTCX | Moderate Allocation | 29.47 | 4 | 0.91 |
| BRUFX | Moderate Allocation | 28.16 | 4 | 3.64 |
| BUFBX | Moderate Allocation | 26.85 | 4 | 3.67 |
| ITRIX | Moderate Allocation | 26.05 | 4 | 2.32 |
| ICMBX | Moderate Allocation | 26.03 | 5 | 2.3 |
| ITCSX | Moderate Allocation | 25.75 | 4 | 2.07 |
| TRPBX | Moderate Allocation | 25.68 | 4 | 2.2 |
| PRWCX | Moderate Allocation | 25.66 | 5 | 2.15 |
| ITCTX | Moderate Allocation | 25.59 | 4 | 1.88 |
| BLAQX | Moderate Allocation | 25.54 | 4 | 3.23 |
| ITRAX | Moderate Allocation | 25.42 | 4 | 1.66 |
| BLAFX | Moderate Allocation | 25.32 | 4 | 3.71 |
| LABYX | Moderate Allocation | 25.25 | 4 | 3.8 |
| FFIMX | Moderate Allocation | 25.09 | 4 | 2.59 |
| BLARX | Moderate Allocation | 24.78 | 4 | 3.37 |
| JELBX | Moderate Allocation | 24.71 | 4 | 3.6 |
| NBGPX | Moderate Allocation | 24.12 | 4 | 2.67 |
|





