Best Moderate Allocation Funds
Moderate allocation mutual fund invests mainly in a combination of equities, bonds, and money market. It typically invests about 50-70% of assets in stocks. The rests are invested in bonds or money market. As part of balanced fund category, it provides regular income and capital growth opportunity for investors. You can invest either through your brokerage or retirement accounts.These best performing moderate allocation exchange traded funds are sorted based on its 1 year performance up to May 10, 2015.
The best performing moderate allocation ETFs 2015 are:
- iShares Core Growth Allocation ETF (AOR)
- AdvisorShares Global Echo ETF (GIVE)
- Claymore CEF GS Connect ETN (GCE)
- Multi-Asset Diversified Income ETF (MDIV)
- First Trust Strategic Income ETF (FDIV)
- UBS ETRACS Diversified High Income ETN (DVHI)