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®
Neuberger Berman Dynamic Real Return Fund (NDRAX)
| Performance (1-yr.): — | Expenses: 1.37% |
| Performance (1-mo.): 1.56% | Total Assets: $15.67M |
Nuveen Intelligent Risk Moderate Allocation Fund (NIDAX)
| Performance (1-yr.): — | Expenses: 1.28% |
| Performance (1-mo.): 0.28% | Total Assets: $2.26M |
Osterweis Strategic Investment Fund (OSTVX)
| Performance (1-yr.): 18.44% | Expenses: 1.51% |
| Performance (1-mo.): 1.19% | Total Assets: $180.37M |
Outfitter Fund (OTFTX)
| Performance (1-yr.): 11.18% | Expenses: 0.86% |
| Performance (1-mo.): 1.90% | Total Assets: $15.25M |
Pathway Advisors Growth and Income Fund (PWGFX)
| Performance (1-yr.): — | Expenses: 2.38% |
| Performance (1-mo.): 1.40% | Total Assets: $4.85M |
Penn Series Balanced Fund (None)
| Performance (1-yr.): 10.87% | Expenses: 0.62% |
| Performance (1-mo.): 1.57% | Total Assets: $77.98M |
Penn Series Moderate Allocation Fund (None)
| Performance (1-yr.): 10.43% | Expenses: 1.10% |
| Performance (1-mo.): 1.43% | Total Assets: $326.19M |
Perkins Value Plus Income Fund (JPVAX)
| Performance (1-yr.): 14.26% | Expenses: 1.02% |
| Performance (1-mo.): 1.70% | Total Assets: $56.03M |
Principal Diversified Real Asset Fund (PRDAX)
| Performance (1-yr.): 7.16% | Expenses: 1.25% |
| Performance (1-mo.): 0.75% | Total Assets: $1.7B |
Prudential Real Assets Fund (PUDAX)
| Performance (1-yr.): 6.32% | Expenses: 1.65% |
| Performance (1-mo.): 1.50% | Total Assets: $88.08M |
