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®

#10 TIAA-CREF Managed Allocation Fund (TIMIX)

Performance (1-yr.): 16.49% Expenses: 0.43%
Performance (1-mo.): 1.52% Total Assets: $737.38M
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#12 Vanguard Star Fund (VGSTX)

Performance (1-yr.): 18.37% Expenses: 0.34%
Performance (1-mo.): 1.47% Total Assets: $18.4B
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#13 T. Rowe Price Personal Strategy Balanced Fund (TRPBX)

Performance (1-yr.): 18.50% Expenses: 0.72%
Performance (1-mo.): 1.39% Total Assets: $2.03B
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#14 MainStay Income Builder Fund (MTRAX)

Performance (1-yr.): 19.50% Expenses: 1.04%
Performance (1-mo.): 1.17% Total Assets: $1.17B
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#15 Schwab Balanced Fund (SWOBX)

Performance (1-yr.): 16.42% Expenses: 0.63%
Performance (1-mo.): 1.81% Total Assets: $201.04M
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#16 American Century Balanced Fund (TWBIX)

Performance (1-yr.): 15.86% Expenses: 0.91%
Performance (1-mo.): 1.02% Total Assets: $838.03M
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#16 Vanguard Balanced Index Fund (VBINX)

Performance (1-yr.): 16.23% Expenses: 0.24%
Performance (1-mo.): 1.57% Total Assets: $22.64B
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#16 Villere Balanced Fund (VILLX)

Performance (1-yr.): 17.52% Expenses: 0.92%
Performance (1-mo.): 2.53% Total Assets: $1.23B
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#19 American Funds Income Fund Of America Fund (AMECX)

Performance (1-yr.): 17.79% Expenses: 0.58%
Performance (1-mo.): 1.00% Total Assets: $94.22B
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#19 Fidelity Advisor® Balanced Fund (FABLX)

Performance (1-yr.): 19.24% Expenses: 0.95%
Performance (1-mo.): 2.01% Total Assets: $1.61B
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Top Performing Moderate Allocation Funds As of 07.03.2014

AXA Charter Alternative 100 Growth Portfolio

Total Return: 3.32%

Bruce Fund (BRUFX)

Total Return: 3.29%

Innovator Matrix Income® Fund (IMIFX)

Total Return: 3.05%

Bruce Fund (BRUFX)

Total Return: 31.64%

Scharf Balanced Opportunity Fund (LOGOX)

Total Return: 22.00%

Catalyst Compass EMP Long-Term Growth Fund (LTGAX)

Total Return: 21.28%

Hotchkis and Wiley Capital Income Fund (HWIAX)

Total Return: 15.83%

Villere Balanced Fund (VILLX)

Total Return: 14.90%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 14.54%

* Annualized