Best Asset Allocation

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Best 1 Schwab Balanced Fund (SWLBX)
Schwab Balanced Fund (SWLBX)
From 0.34% of assets under management annually

The Schwab Balanced Fund (SWLBX) provides a simple, diversified approach to retirement investing. It maintains a consistent asset allocation of approximately 60% stocks and 40% bonds, offering a blend...

9.0 Excellent
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2 Vanguard Wellesley Income Fund Investor Shares (VWIAX)
Vanguard Wellesley Income Fund Investor Shares (VWIAX)

VWIAX is a balanced fund that invests in a mix of stocks and bonds, providing both income and growth potential. Its a good option for investors seeking a more diversified portfolio with reduced volat...

8.9 Very Good
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3 Vanguard Target Retirement Funds
Vanguard Target Retirement Funds

Vanguard Target Retirement Funds are a popular choice for hands-off retirement savers. These funds automatically adjust their asset allocation over time, becoming more conservative as retirement appro...

8.7 Very Good
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4 Vanguard LifeStrategy Funds
Vanguard LifeStrategy Funds

Vanguard LifeStrategy Funds are similar to Target Retirement Funds but don't adjust asset allocation over time. They offer pre-built portfolios with varying allocations to stocks and bonds. This simpl...

8.5 Very Good
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5 Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Vanguard LifeStrategy Moderate Growth Fund (VSMGX)

Vanguard LifeStrategy Moderate Growth Fund (VSMGX) offers a simple, diversified approach to retirement investing with a moderate growth focus. It combines Vanguard's index funds in a pre-determined as...

8.2 Very Good
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6 Schwab Target Date Funds
Schwab Target Date Funds

Schwab Target Date Funds are similar to Vanguard's, providing a diversified, age-based asset allocation. They automatically adjust the mix of stocks and bonds as you get closer to retirement. They of...

8.1 Very Good
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7 BlackRock Global Allocation Income Portfolio (GAIOX)
BlackRock Global Allocation Income Portfolio (GAIOX)

GAIOX is an actively managed fund that seeks to generate a high level of current income and long-term capital appreciation by allocating investments across various asset classes globally. BlackRocks i...

8.0 Very Good
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8 PortfolioCenter
PortfolioCenter
From $299/mo

PortfolioCenter is a comprehensive investment portfolio management solution designed for financial advisors and institutions. It offers advanced features like asset allocation, tax loss harvesting, an...

7.9 Good
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9 BlackRock Target Retirement 2065 ETF (TRLZ)
BlackRock Target Retirement 2065 ETF (TRLZ)

The BlackRock Target Retirement 2065 ETF (TRLZ) is a target-date fund designed for investors retiring around 2065. It automatically adjusts its asset allocation over time, gradually shifting from a hi...

6.8 Fair
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10 The Intelligent Guide to Asset Allocation
The Intelligent Guide to Asset Allocation

William Schiff's 'The Intelligent Guide to Asset Allocation' provides a practical framework for building a diversified investment portfolio. The book covers topics such as asset class selection, portf...

5.3 Average
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