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®

VALIC Company II Moderate Growth Lifestyle Fund (VMGLX)

Performance (1-yr.): 17.09% Expenses: 0.87%
Performance (1-mo.): 1.84% Total Assets: $779.29M
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Value Line Income & Growth Fund (VALIX)

Performance (1-yr.): 16.75% Expenses: 1.16%
Performance (1-mo.): 1.36% Total Assets: $345.14M
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Victory Balanced Fund (SBALX)

Performance (1-yr.): 16.14% Expenses: 1.15%
Performance (1-mo.): 1.55% Total Assets: $15.82M
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Voya Balanced Portfolio (IBPIX)

Performance (1-yr.): 17.59% Expenses: 0.69%
Performance (1-mo.): 1.54% Total Assets: $543.41M
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Voya Retirement Moderate Growth Portfolio (IRGMX)

Performance (1-yr.): 16.30% Expenses: 0.64%
Performance (1-mo.): 1.56% Total Assets: $3.19B
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Voya Solution Balanced Portfolio (ISGJX)

Performance (1-yr.): 16.71% Expenses: 0.80%
Performance (1-mo.): 1.55% Total Assets: $51.76M
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Voya Strategic Allocation Moderate Portfolio (IIMDX)

Performance (1-yr.): 17.37% Expenses: 0.70%
Performance (1-mo.): 1.56% Total Assets: $160.09M
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VY Franklin Income Portfolio (IIFIX)

Performance (1-yr.): 20.02% Expenses: 0.76%
Performance (1-mo.): 2.15% Total Assets: $1.04B
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VY MFS Total Return Portfolio (IMSRX)

Performance (1-yr.): 15.31% Expenses: 0.96%
Performance (1-mo.): 1.08% Total Assets: $889.6M
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VY T. Rowe Price Capital Appreciation Portfolio (ITCSX)

Performance (1-yr.): 18.70% Expenses: 0.89%
Performance (1-mo.): 1.23% Total Assets: $5.75B
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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