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U.S. Balanced Allocation

U.S. Balanced Allocation Funds and ETFs are mutual funds designed to provide... U.S. Balanced Allocation Funds and ETFs are mutual funds designed to provide one-stop access to an entire portfolio. They include many assets classes in their holdings. Target-date and Target-risk funds are examples of diversified portfolio funds. To find out detailed information on Diversified Portfolio Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 02/21/24 View more View less

U.S. Balanced Allocation Funds and ETFs are mutual funds designed to provide one-stop access to an entire portfolio. They include many assets classes in their holdings. Target-date and Target-risk funds are examples of... U.S. Balanced Allocation Funds and ETFs are mutual funds designed to provide one-stop access to an entire portfolio. They include many assets classes in their holdings. Target-date and Target-risk funds are examples of diversified portfolio funds. To find out detailed information on Diversified Portfolio Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 02/21/24 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/16/24
Vanguard Star Fund

VGSTX | Fund | Investor

$27.18

-0.33%

$21.47 B

2.84%

$0.77

11.80%

0.72%

7.96%

7.24%

0.31%

$30.76

-0.23%

$19.65 B

3.29%

$1.01

11.42%

1.63%

6.48%

6.17%

0.13%

$15.73

-0.44%

$2.39 B

2.21%

$0.35

16.23%

4.13%

7.44%

7.00%

0.60%

$15.81

-0.44%

$2.39 B

2.10%

$0.33

16.12%

4.17%

7.44%

6.96%

0.70%

State Farm Balanced Fund

STFBX | Fund | Other

$86.64

-0.15%

$2.16 B

0.00%

-

15.27%

6.79%

10.39%

8.29%

0.18%

$23.80

-0.42%

$1.74 B

0.00%

-

18.81%

5.46%

9.90%

8.73%

0.61%

$24.04

-0.41%

$1.74 B

0.00%

-

18.71%

5.39%

9.81%

8.64%

0.71%

ONE CHOICE PORTFOLIO: MODERATE

AOMIX | Fund | Investor

$14.43

-0.21%

$1.68 B

4.91%

$0.71

9.11%

1.17%

6.76%

6.08%

0.87%

$25.09

-0.20%

$1.67 B

1.71%

$0.43

12.86%

5.45%

9.26%

8.49%

0.75%

$25.09

-0.20%

$1.67 B

1.79%

$0.45

12.92%

4.53%

8.71%

-

0.69%

$22.19

-0.22%

$1.67 B

1.25%

$0.28

12.11%

4.88%

8.72%

7.87%

1.39%

$24.95

-0.20%

$1.67 B

1.44%

$0.36

12.55%

5.19%

8.99%

8.20%

1.01%

$20.37

-0.20%

$1.67 B

0.96%

$0.20

11.70%

3.41%

7.55%

7.07%

1.78%

$14.91

-0.40%

$1.30 B

2.34%

$0.35

12.48%

2.01%

7.84%

-

0.11%

$14.56

-0.41%

$1.30 B

1.92%

$0.28

11.96%

1.47%

7.25%

6.08%

0.79%

$14.28

-0.35%

$1.30 B

1.28%

$0.18

11.41%

0.93%

6.68%

5.50%

1.20%

$14.91

-0.40%

$1.30 B

2.32%

$0.35

12.46%

1.99%

7.28%

6.61%

0.24%

$14.61

-0.34%

$1.30 B

2.03%

$0.30

12.14%

1.67%

6.92%

6.02%

0.45%

$10.83

-0.28%

$1.09 B

5.84%

$0.63

8.83%

-

-

-

1.05%

Moderate Growth Lifestyle Fund

VLSMX | Fund | Other

$13.47

-0.37%

$955.59 M

0.00%

-

10.92%

2.57%

3.63%

1.31%

0.63%

$20.76

0.00%

$933.39 M

0.00%

-

-12.44%

-3.16%

-3.31%

3.54%

1.56%

Mairs & Power Balanced Fund

MAPOX | Fund | Other

$103.29

-0.27%

$733.07 M

2.24%

$2.31

10.96%

2.22%

6.46%

6.54%

0.69%

Schwab Balanced Fund

SWOBX | Fund | Other

$15.86

-0.50%

$607.20 M

2.11%

$0.33

14.16%

2.84%

7.33%

7.01%

0.52%

$18.91

-0.37%

$535.05 M

2.24%

$0.42

10.17%

2.62%

6.33%

5.85%

0.49%

$13.38

-0.37%

$427.71 M

0.00%

-

11.77%

-

-

-

0.03%

$13.49

-0.37%

$369.32 M

3.93%

$0.53

12.88%

2.87%

7.22%

-

0.46%

$13.39

-0.30%

$369.32 M

3.56%

$0.48

12.57%

2.63%

6.99%

-

0.71%

$10.94

-0.09%

$328.13 M

0.00%

-

-1.35%

-6.14%

-2.80%

1.50%

0.95%

New Covenant Balanced Growth Fund

NCBGX | Fund | Other

$116.92

-0.40%

$321.78 M

0.00%

-

15.72%

3.66%

8.16%

5.78%

0.95%

$41.91

-0.21%

$225.77 M

1.35%

$0.57

10.08%

2.44%

6.07%

5.44%

0.35%

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