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®
#21 MainStay Income Builder Fund (MTRAX)
| Performance (1-yr.): 18.10% | Expenses: 1.06% |
| Performance (1-mo.): 3.22% | Total Assets: $858.33M |
#22 Columbia Balanced Fund (CBLAX)
| Performance (1-yr.): 13.52% | Expenses: 1.19% |
| Performance (1-mo.): 1.20% | Total Assets: $1.44B |
#23 American Funds American Balanced Fund (ABALX)
| Performance (1-yr.): 14.54% | Expenses: 0.63% |
| Performance (1-mo.): 2.21% | Total Assets: $60.45B |
#24 USAA First Start Growth Fund (UFSGX)
| Performance (1-yr.): 14.32% | Expenses: 1.44% |
| Performance (1-mo.): 2.06% | Total Assets: $269.53M |
#25 Fidelity Balanced Fund (FBALX)
| Performance (1-yr.): 11.11% | Expenses: 0.60% |
| Performance (1-mo.): 1.21% | Total Assets: $22.24B |
#25 Tributary Balanced Fund (FOBAX)
| Performance (1-yr.): 7.52% | Expenses: 1.26% |
| Performance (1-mo.): 0.98% | Total Assets: $68.85M |
#27 Value Line Income & Growth Fund (VALIX)
| Performance (1-yr.): 12.92% | Expenses: 1.14% |
| Performance (1-mo.): 0.97% | Total Assets: $311.11M |
#28 T. Rowe Price Personal Strategy Balanced Fund (TRPBX)
| Performance (1-yr.): 11.85% | Expenses: 0.75% |
| Performance (1-mo.): 1.75% | Total Assets: $1.85B |
#29 T. Rowe Price Capital Appreciation Fund (PRWCX)
| Performance (1-yr.): 15.11% | Expenses: 0.72% |
| Performance (1-mo.): 1.46% | Total Assets: $15.16B |
#30 Cavanal Hill Balanced Fund (APBAX)
| Performance (1-yr.): 9.72% | Expenses: 0.94% |
| Performance (1-mo.): 1.12% | Total Assets: $68.33M |
