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®

LoCorr Spectrum Income Fund (LSPAX)

Performance (1-yr.): Expenses: 2.23%
Performance (1-mo.): 1.49% Total Assets: $15.01M
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Madison Moderate Allocation Fund (MMDAX)

Performance (1-yr.): 12.51% Expenses: 1.33%
Performance (1-mo.): 3.06% Total Assets: $149.32M
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Manning & Napier Strategic Income Moderate Series (MSMAX)

Performance (1-yr.): 9.56% Expenses: 0.75%
Performance (1-mo.): 2.71% Total Assets: $8.31M
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MassMutual RetireSMART Moderate Fund (MRMAX)

Performance (1-yr.): 12.21% Expenses: 1.14%
Performance (1-mo.): 3.15% Total Assets: $427.2M
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Nationwide HighMark Balanced Fund (NWGDX)

Performance (1-yr.): 10.82% Expenses: 1.24%
Performance (1-mo.): 3.32% Total Assets: $30.32M
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Neuberger Berman Amt Balanced Fund (NBABX)

Performance (1-yr.): 16.61% Expenses: 1.85%
Performance (1-mo.): 3.81% Total Assets: $15.17M
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Nuveen Intelligent Risk Moderate Allocation Fund (NIDAX)

Performance (1-yr.): 0.84% Expenses: 1.29%
Performance (1-mo.): 3.47% Total Assets: $5.71M
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Outfitter Fund (OTFTX)

Performance (1-yr.): 11.76% Expenses: 0.97%
Performance (1-mo.): 3.12% Total Assets: $18.18M
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Pacific Financial Faith & Values Based Moderate Fund (FVMLX)

Performance (1-yr.): Expenses: 3.38%
Performance (1-mo.): 0.00% Total Assets: $10
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Permal Alternative Core Fund (LPTAX)

Performance (1-yr.): 8.63% Expenses: 1.81%
Performance (1-mo.): 1.81% Total Assets: $94.13M
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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