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 Buffalo Flexible Income Fund (BUFBX)

Performance (1-yr.): 11.44% Expenses: 1.04%
Performance (1-mo.): 1.77% Total Assets: $1.37B
See all details for BUFBX »

#2 John Hancock II Core Diversified Growth & Income Fund (JADOX)

Performance (1-yr.): 16.72% Expenses: 0.59%
Performance (1-mo.): 3.50% Total Assets: $44.18M
See all details for JADOX »

#3 Schwab Balanced Fund (SWOBX)

Performance (1-yr.): 15.74% Expenses: 0.63%
Performance (1-mo.): 3.06% Total Assets: $184.05M
See all details for SWOBX »

#4 SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)

Performance (1-yr.): 12.83% Expenses: 1.36%
Performance (1-mo.): 3.38% Total Assets: $10.32M
See all details for STDAX »

#5 SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)

Performance (1-yr.): 13.69% Expenses: 1.40%
Performance (1-mo.): 3.62% Total Assets: $40.9M
See all details for SMGAX »

#5 Vanguard Wellington™ Fund (VWELX)

Performance (1-yr.): 16.25% Expenses: 0.25%
Performance (1-mo.): 3.00% Total Assets: $82.06B
See all details for VWELX »

#7 Villere Balanced Fund (VILLX)

Performance (1-yr.): 18.23% Expenses: 0.92%
Performance (1-mo.): 1.45% Total Assets: $1.22B
See all details for VILLX »

#8 Mairs & Power Balanced Fund (MAPOX)

Performance (1-yr.): 13.80% Expenses: 0.75%
Performance (1-mo.): 3.10% Total Assets: $578.99M
See all details for MAPOX »

#8 Tributary Balanced Fund (FOBAX)

Performance (1-yr.): 19.55% Expenses: 1.23%
Performance (1-mo.): 4.41% Total Assets: $87.8M
See all details for FOBAX »

#10 TIAA-CREF Managed Allocation Fund (TIMIX)

Performance (1-yr.): 15.32% Expenses: 0.43%
Performance (1-mo.): 3.64% Total Assets: $727.21M
See all details for TIMIX »

Top Performing Moderate Allocation Funds As of 03.05.2014

Footprints Discover Value Fund (DAVAX)

Total Return: 5.78%

LK Balanced Fund (LKBLX)

Total Return: 5.21%

Pinnacle Growth and Income Fund (PSEAX)

Total Return: 5.17%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 37.34%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 23.65%

Franklin Mutual Recovery Fund (FMRAX)

Total Return: 22.30%

Hotchkis and Wiley Capital Income Fund (HWIIX)

Total Return: 13.78%

Villere Balanced Fund (VILLX)

Total Return: 13.19%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 12.83%

* Annualized