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®

Pinnacle Growth and Income Fund (PSEAX)

Performance (1-yr.): 17.26% Expenses: 1.27%
Performance (1-mo.): 5.17% Total Assets: $9.12M
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QCI Balanced Fund (QCIBX)

Performance (1-yr.): Expenses: 1.03%
Performance (1-mo.): 2.40% Total Assets: $2.1M
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Scharf Balanced Opportunity Fund (LOGOX)

Performance (1-yr.): 18.34% Expenses: 1.25%
Performance (1-mo.): 3.30% Total Assets: $24.86M
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SCS Tactical Allocation Fund (SCSGX)

Performance (1-yr.): 37.34% Expenses: 3.47%
Performance (1-mo.): 1.83% Total Assets: $5.61M
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SMI Dynamic Allocation Fund (SMIDX)

Performance (1-yr.): 12.33% Expenses: 1.66%
Performance (1-mo.): 4.05% Total Assets: $92.88M
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Sustainable Opportunities Fund (SOPNX)

Performance (1-yr.): 11.06% Expenses: 0.93%
Performance (1-mo.): 2.79% Total Assets: $166.19M
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The Eudora Fund (EUDFX)

Performance (1-yr.): 4.72% Expenses: 1.84%
Performance (1-mo.): 1.25% Total Assets: $14.19M
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TIAA-CREF Lifestyle Moderate Fund (TSIMX)

Performance (1-yr.): 15.36% Expenses: 0.54%
Performance (1-mo.): 3.63% Total Assets: $87.28M
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TOPS® Managed Risk Flex ETF Portfolio (None)

Performance (1-yr.): Expenses: 1.11%
Performance (1-mo.): 2.60% Total Assets: $6.89M
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TOPS® Managed Risk Moderate Growth ETF Portfolio (None)

Performance (1-yr.): 10.21% Expenses: 0.66%
Performance (1-mo.): 3.27% Total Assets: $962.24M
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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