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®
#11 Putnam Capital Spectrum Fund (PVSAX)
| Performance (1-yr.): 17.81% | Expenses: 1.32% |
| Performance (1-mo.): 1.92% | Total Assets: $2.46B |
#12 TIAA-CREF Managed Allocation Fund (TIMIX)
| Performance (1-yr.): 12.45% | Expenses: 0.44% |
| Performance (1-mo.): 1.78% | Total Assets: $647.14M |
#12 Vanguard Balanced Index Fund (VBINX)
| Performance (1-yr.): 11.59% | Expenses: 0.24% |
| Performance (1-mo.): 1.39% | Total Assets: $19.19B |
#14 Transamerica Partners Institutional Balanced Fund (DIBFX)
| Performance (1-yr.): 12.64% | Expenses: 0.75% |
| Performance (1-mo.): 1.50% | Total Assets: $5.71M |
#14 Vanguard Star Fund (VGSTX)
| Performance (1-yr.): 12.50% | Expenses: 0.34% |
| Performance (1-mo.): 1.96% | Total Assets: $16.19B |
#16 American Beacon Balanced Fund (AADBX)
| Performance (1-yr.): 14.68% | Expenses: 0.60% |
| Performance (1-mo.): 2.13% | Total Assets: $779.22M |
#17 American Century Balanced Fund (TWBIX)
| Performance (1-yr.): 11.07% | Expenses: 0.91% |
| Performance (1-mo.): 1.39% | Total Assets: $732.98M |
#17 Intrepid Capital Fund (ICMBX)
| Performance (1-yr.): 10.91% | Expenses: 1.41% |
| Performance (1-mo.): 0.34% | Total Assets: $424.3M |
#19 American Funds Income Fund Of America Fund (AMECX)
| Performance (1-yr.): 16.32% | Expenses: 0.59% |
| Performance (1-mo.): 2.88% | Total Assets: $79.96B |
#20 State Farm Balanced Fund (STFBX)
| Performance (1-yr.): 9.28% | Expenses: 0.14% |
| Performance (1-mo.): 0.91% | Total Assets: $1.46B |
