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®

TOPS® Moderate Growth ETF Portfolio (None)

Performance (1-yr.): 11.23% Expenses: 0.46%
Performance (1-mo.): 3.67% Total Assets: $4.09M
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Touchstone Balanced Allocation Fund (TBAAX)

Performance (1-yr.): 12.16% Expenses: 1.25%
Performance (1-mo.): 3.11% Total Assets: $116.57M
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Transamerica Opportunistic Allocation Fund (None)

Performance (1-yr.): Expenses: 2.30%
Performance (1-mo.): 4.01% Total Assets: $1.06M
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VALIC Company I Asset Allocation Fund (VCAAX)

Performance (1-yr.): 13.11% Expenses: 0.79%
Performance (1-mo.): 3.37% Total Assets: $173.68M
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VALIC Company I Dynamic Allocation Fund (VDAFX)

Performance (1-yr.): 13.79% Expenses: 0.59%
Performance (1-mo.): 2.98% Total Assets: $220.76M
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VALIC Company II Moderate Growth Lifestyle Fund (VMGLX)

Performance (1-yr.): 14.65% Expenses: 0.87%
Performance (1-mo.): 3.73% Total Assets: $725.1M
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WOA All Asset I (WOAIX)

Performance (1-yr.): 9.63% Expenses: 1.76%
Performance (1-mo.): 4.34% Total Assets: $95.7M
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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