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HGLB Similar Mutual Funds

Name
Price
Price Change
Price Target
Smart Score
Expense Ratio
Asset Under Management
Follow
Calvert Growth Allocation Fund - Class R6
0.63%359.62M
Growth Allocation Index Fund
0.03%962.04K
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z
0.75%100.85M
Catholic Responsible Investments Magnus 75/25 Fund Institutional
0.39%326.55M
Catholic Responsible Investments Magnus 75/25 Fund Investor
0.54%326.55M
Catholic Responsible Investments Magnus 45/55 Fund Investor
0.66%130.45M
Balanced Allocation Index Fund
0.03%756.38K
MFS Growth Allocation Fund - Class R6
0.62%6.76B
MFS Aggressive Growth Allocation Fund - Class R6
0.68%2.91B
Balanced Fund - Institutional Class
0.70%234.09M

Performance Comparison

Ticker
Company Name
Price
$ Change
% Change
CGARX
Calvert Growth Allocation Fund - Class R6
28.08
4.04
16.81%
FRGAX
Growth Allocation Index Fund
11.24
1.75
18.44%
ABPZX
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z
12.66
1.54
13.85%
CMUSX
Catholic Responsible Investments Magnus 75/25 Fund Institutional
11.21
1.80
19.13%
CMUVX
Catholic Responsible Investments Magnus 75/25 Fund Investor
11.20
1.80
19.15%
CMNVX
Catholic Responsible Investments Magnus 45/55 Fund Investor
10.55
1.20
12.83%
FRYBX
Balanced Allocation Index Fund
10.54
1.25
13.46%
MAGQX
MFS Growth Allocation Fund - Class R6
26.59
3.50
15.16%
AGGPX
MFS Aggressive Growth Allocation Fund - Class R6
32.94
4.97
17.77%
WBAIX
Balanced Fund - Institutional Class
17.85
1.81
11.28%
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