Moderate Allocation
Moderate-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than conservative-allocation portfolios. These portfolios typically have 50% to 70% of assets in equities and the remainder in fixed income and cash. Morningstar®
#1 Mairs & Power Balanced Fund (MAPOX)
| Performance (1-yr.): 15.77% | Expenses: 0.80% |
| Performance (1-mo.): 1.01% | Total Assets: $446.75M |
#2 Buffalo Flexible Income Fund (BUFBX)
| Performance (1-yr.): 14.15% | Expenses: 1.03% |
| Performance (1-mo.): 1.24% | Total Assets: $925.54M |
#3 Villere Balanced Fund (VILLX)
| Performance (1-yr.): 16.77% | Expenses: 1.00% |
| Performance (1-mo.): 2.02% | Total Assets: $510.35M |
#4 SAAT Defensive Strategy Allocation Fund (STDAX)
| Performance (1-yr.): 16.91% | Expenses: 1.37% |
| Performance (1-mo.): 2.85% | Total Assets: $11.14M |
#5 LKCM Balanced Fund (LKBAX)
| Performance (1-yr.): 11.18% | Expenses: 0.80% |
| Performance (1-mo.): 1.04% | Total Assets: $26.7M |
#6 Vanguard Wellington Fund (VWELX)
| Performance (1-yr.): 14.70% | Expenses: 0.25% |
| Performance (1-mo.): 2.28% | Total Assets: $72.5B |
#7 MainStay Balanced Fund (MBNAX)
| Performance (1-yr.): 15.76% | Expenses: 1.21% |
| Performance (1-mo.): 0.99% | Total Assets: $663.27M |
#8 Boston Trust Asset Management Fund (BTBFX)
| Performance (1-yr.): 9.83% | Expenses: 1.00% |
| Performance (1-mo.): 0.94% | Total Assets: $291.59M |
#8 John Hancock II Core Diversified Growth & Income Fund (JADOX)
| Performance (1-yr.): 12.05% | Expenses: 0.58% |
| Performance (1-mo.): 1.94% | Total Assets: $37.78M |
#10 FPA Crescent Portfolio Fund (FPACX)
| Performance (1-yr.): 13.08% | Expenses: 1.26% |
| Performance (1-mo.): 1.52% | Total Assets: $11.34B |
