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 FPA Crescent Portfolio Fund (FPACX)

Performance (1-yr.): 16.05% Expenses: 1.26%
Performance (1-mo.): 0.84% Total Assets: $16.98B
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#2 Buffalo Flexible Income Fund (BUFBX)

Performance (1-yr.): 9.56% Expenses: 1.04%
Performance (1-mo.): 0.91% Total Assets: $1.4B
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#3 Villere Balanced Fund (VILLX)

Performance (1-yr.): 15.35% Expenses: 0.92%
Performance (1-mo.): 0.08% Total Assets: $1.18B
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#4 SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)

Performance (1-yr.): 10.83% Expenses: 1.36%
Performance (1-mo.): 1.23% Total Assets: $10.33M
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#5 SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)

Performance (1-yr.): 11.61% Expenses: 1.40%
Performance (1-mo.): 1.39% Total Assets: $41.21M
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#5 Vanguard Wellington™ Fund (VWELX)

Performance (1-yr.): 14.42% Expenses: 0.26%
Performance (1-mo.): 0.92% Total Assets: $82.9B
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#7 Vanguard Star Fund (VGSTX)

Performance (1-yr.): 14.37% Expenses: 0.34%
Performance (1-mo.): 0.00% Total Assets: $18.06B
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#8 Hotchkis and Wiley Capital Income Fund (HWIAX)

Performance (1-yr.): 17.11% Expenses: 1.05%
Performance (1-mo.): 1.64% Total Assets: $35.13M
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#8 John Hancock II Core Diversified Growth & Income Fund (JADOX)

Performance (1-yr.): 14.13% Expenses: 0.59%
Performance (1-mo.): 0.09% Total Assets: $44.15M
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#8 Osterweis Strategic Investment Fund (OSTVX)

Performance (1-yr.): 16.31% Expenses: 1.30%
Performance (1-mo.): 0.26% Total Assets: $277.72M
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Top Performing Moderate Allocation Funds As of 04.22.2014

Two Oaks Diversified Growth & Income Fd (TWOAX)

Total Return: 2.70%

Intrepid Capital Fund (ICMBX)

Total Return: 2.30%

Innovator Matrix Income® Fund (IMIFX)

Total Return: 2.19%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 28.92%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 20.83%

Disciplined Growth Investors Fund (DGIFX)

Total Return: 17.84%

Hotchkis and Wiley Capital Income Fund (HWIAX)

Total Return: 15.05%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 13.40%

T. Rowe Price Capital Appreciation Fund (PRWCX)

Total Return: 12.53%

* Annualized