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 Managed Risk Moderate Growth ETF Portfolio (None)
| Performance (1-yr.): 9.66% | Expenses: 0.65% |
| Performance (1-mo.): 1.43% | Total Assets: $682.62M |
TOPS Moderate Growth ETF Portfolio (None)
| Performance (1-yr.): 12.79% | Expenses: 0.48% |
| Performance (1-mo.): 1.63% | Total Assets: $2.43M |
Touchstone Balanced Allocation Fund (TBAAX)
| Performance (1-yr.): 10.05% | Expenses: 1.25% |
| Performance (1-mo.): 1.81% | Total Assets: $131.37M |
Transamerica Janus Balanced VP (None)
| Performance (1-yr.): 11.48% | Expenses: 0.89% |
| Performance (1-mo.): 1.67% | Total Assets: $125.61M |
VALIC Company I Asset Allocation Fund (VCAAX)
| Performance (1-yr.): 10.96% | Expenses: 0.77% |
| Performance (1-mo.): 1.41% | Total Assets: $165.96M |
Valic Company I Dynamic Allocation Fund (VDAFX)
| Performance (1-yr.): — | Expenses: 0.92% |
| Performance (1-mo.): 1.60% | Total Assets: $67.93M |
VALIC Company II Moderate Growth Lifestyle Fund (VMGLX)
| Performance (1-yr.): 11.31% | Expenses: 0.86% |
| Performance (1-mo.): 1.59% | Total Assets: $575.92M |
Virtus Allocator Premium AlphaSector Fd (VAAAX)
| Performance (1-yr.): 11.36% | Expenses: 2.02% |
| Performance (1-mo.): 2.25% | Total Assets: $490.07M |
Virtus Herzfeld Fund (VHFAX)
| Performance (1-yr.): — | Expenses: 2.58% |
| Performance (1-mo.): 1.40% | Total Assets: $5.38M |
