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®

#20 Hotchkis and Wiley Capital Income Fund (HWIIX)

Performance (1-yr.): 20.07% Expenses: 0.80%
Performance (1-mo.): 3.93% Total Assets: $27.7M
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#22 MainStay Balanced Fund (MBNAX)

Performance (1-yr.): 16.80% Expenses: 1.18%
Performance (1-mo.): 2.99% Total Assets: $712.08M
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#23 American Funds Income Fund Of America Fund (AMECX)

Performance (1-yr.): 15.95% Expenses: 0.58%
Performance (1-mo.): 3.75% Total Assets: $87.17B
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#23 First Investors Total Return Fund (FITRX)

Performance (1-yr.): 15.44% Expenses: 1.24%
Performance (1-mo.): 3.11% Total Assets: $736.03M
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#25 Greenspring Fund (GRSPX)

Performance (1-yr.): 12.96% Expenses: 0.94%
Performance (1-mo.): 1.23% Total Assets: $876.83M
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#26 American Century Balanced Fund (TWBIX)

Performance (1-yr.): 14.40% Expenses: 0.91%
Performance (1-mo.): 2.90% Total Assets: $807.84M
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#27 Eaton Vance Balanced Fund (EVIFX)

Performance (1-yr.): 18.67% Expenses: 1.16%
Performance (1-mo.): 3.35% Total Assets: $238.69M
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#27 Hartford Checks and Balances Fund (HCKAX)

Performance (1-yr.): 18.61% Expenses: 1.03%
Performance (1-mo.): 3.09% Total Assets: $1.86B
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#27 Putnam Dynamic Asset Allocation Balanced Fund (PABAX)

Performance (1-yr.): 16.99% Expenses: 1.03%
Performance (1-mo.): 3.39% Total Assets: $1.39B
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#30 Dodge & Cox Balanced Fund (DODBX)

Performance (1-yr.): 23.65% Expenses: 0.53%
Performance (1-mo.): 3.25% Total Assets: $14.06B
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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