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 Vanguard Balanced Index Fund (VBINX)

Performance (1-yr.): 15.31% Expenses: 0.24%
Performance (1-mo.): 3.02% Total Assets: $22.33B
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#12 Vanguard Star Fund (VGSTX)

Performance (1-yr.): 16.45% Expenses: 0.34%
Performance (1-mo.): 3.61% Total Assets: $18.01B
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#13 American Funds American Balanced Fund (ABALX)

Performance (1-yr.): 17.51% Expenses: 0.63%
Performance (1-mo.): 3.10% Total Assets: $69.72B
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#14 FPA Crescent Portfolio Fund (FPACX)

Performance (1-yr.): 17.58% Expenses: 1.26%
Performance (1-mo.): 2.74% Total Assets: $16.12B
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#14 Managers AMG Chicago Equity Partners Balanced Fund (MBEYX)

Performance (1-yr.): 17.51% Expenses: 0.85%
Performance (1-mo.): 4.23% Total Assets: $55.48M
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#16 Osterweis Strategic Investment Fund (OSTVX)

Performance (1-yr.): 19.93% Expenses: 1.30%
Performance (1-mo.): 3.49% Total Assets: $276.08M
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#16 Transamerica Partners Institutional Balanced Fund (DIBFX)

Performance (1-yr.): 15.71% Expenses: 0.75%
Performance (1-mo.): 3.05% Total Assets: $5.87M
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#16 T. Rowe Price Capital Appreciation Fund (PRWCX)

Performance (1-yr.): 19.47% Expenses: 0.72%
Performance (1-mo.): 3.46% Total Assets: $19.27B
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#19 Schwab MarketTrack Balanced Portfolio (SWBGX)

Performance (1-yr.): 14.21% Expenses: 0.69%
Performance (1-mo.): 3.11% Total Assets: $498.11M
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#20 Fidelity® Puritan® Fund (FPURX)

Performance (1-yr.): 19.47% Expenses: 0.58%
Performance (1-mo.): 3.94% Total Assets: $23.58B
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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