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®
John Hancock Variable Insurance Trust Lifestyle Balanced PS Series (JLBSX)
| Performance (1-yr.): 9.35% | Expenses: 1.10% |
| Performance (1-mo.): 1.48% | Total Assets: $183.0M |
John Hancock Variable Insurance Trust Lifestyle Balanced Tr (JELBX)
| Performance (1-yr.): 10.55% | Expenses: 0.79% |
| Performance (1-mo.): 1.61% | Total Assets: $12.19B |
John Hancock Variable Insurance Trust Lifestyle Growth PS Series (JLBIX)
| Performance (1-yr.): 11.35% | Expenses: 1.13% |
| Performance (1-mo.): 1.70% | Total Assets: $192.37M |
John Hancock Variable Insurance Trust Lifestyle Growth Trust (JELGX)
| Performance (1-yr.): 12.60% | Expenses: 0.81% |
| Performance (1-mo.): 1.70% | Total Assets: $14.86B |
Legg Mason Dynamic Multi-Strategy Fund (LDFAX)
| Performance (1-yr.): — | Expenses: 1.45% |
| Performance (1-mo.): 1.52% | Total Assets: $4.61M |
LK Balanced Fund (LKBLX)
| Performance (1-yr.): 11.65% | Expenses: 1.00% |
| Performance (1-mo.): 0.81% | Total Assets: $20.25M |
Madison Moderate Allocation Fund (MMDAX)
| Performance (1-yr.): 11.62% | Expenses: 1.38% |
| Performance (1-mo.): 1.57% | Total Assets: $138.24M |
Manning & Napier Strategic Income Moderate Series (MSMAX)
| Performance (1-yr.): — | Expenses: 0.76% |
| Performance (1-mo.): 2.54% | Total Assets: $4.48M |
MassMutual RetireSMART Moderate Fund (MRMAX)
| Performance (1-yr.): 10.30% | Expenses: 1.16% |
| Performance (1-mo.): 1.49% | Total Assets: $493.3M |
Neuberger Berman Amt Balanced Fund (NBABX)
| Performance (1-yr.): 4.21% | Expenses: 1.00% |
| Performance (1-mo.): 0.08% | Total Assets: $14.79M |
