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.): 9.68% Expenses: 0.46%
Performance (1-mo.): 0.42% Total Assets: $4.26M
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Touchstone Balanced Allocation Fund (TBAAX)

Performance (1-yr.): 10.75% Expenses: 1.25%
Performance (1-mo.): 0.21% Total Assets: $114.41M
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Transamerica Opportunistic Allocation Fund (None)

Performance (1-yr.): Expenses: 2.30%
Performance (1-mo.): 0.12% Total Assets: $1.06M
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VALIC Company I Asset Allocation Fund (VCAAX)

Performance (1-yr.): 11.39% Expenses: 0.79%
Performance (1-mo.): 0.49% Total Assets: $174.36M
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VALIC Company I Dynamic Allocation Fund (VDAFX)

Performance (1-yr.): 10.61% Expenses: 0.59%
Performance (1-mo.): 0.26% Total Assets: $233.09M
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VALIC Company II Moderate Growth Lifestyle Fund (VMGLX)

Performance (1-yr.): 12.53% Expenses: 0.87%
Performance (1-mo.): 0.19% Total Assets: $733.34M
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WOA All Asset I (WOAIX)

Performance (1-yr.): 10.62% Expenses: 1.76%
Performance (1-mo.): 2.08% Total Assets: $99.29M
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Top Performing Moderate Allocation Funds As of 04.22.2014

Two Oaks Diversified Growth & Income Fd (TWOAX)

Total Return: 2.70%

Intrepid Capital Fund (ICMBX)

Total Return: 2.30%

Innovator Matrix Income® Fund (IMIFX)

Total Return: 2.19%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 28.92%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 20.83%

Disciplined Growth Investors Fund (DGIFX)

Total Return: 17.84%

Hotchkis and Wiley Capital Income Fund (HWIAX)

Total Return: 15.05%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 13.40%

T. Rowe Price Capital Appreciation Fund (PRWCX)

Total Return: 12.53%

* Annualized