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®

#19 Tributary Balanced Fund (FOBAX)

Performance (1-yr.): 19.59% Expenses: 1.23%
Performance (1-mo.): 2.73% Total Assets: $100.74M
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#19 Vanguard Wellington™ Fund (VWELX)

Performance (1-yr.): 17.18% Expenses: 0.26%
Performance (1-mo.): 1.40% Total Assets: $85.29B
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#23 State Farm Balanced Fund (STFBX)

Performance (1-yr.): 15.45% Expenses: 0.13%
Performance (1-mo.): 1.09% Total Assets: $1.65B
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#24 Manning & Napier Pro Blen Extended Term Series (MNBAX)

Performance (1-yr.): 19.11% Expenses: 1.07%
Performance (1-mo.): 1.62% Total Assets: $1.77B
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#25 American Funds American Balanced Fund (ABALX)

Performance (1-yr.): 16.96% Expenses: 0.61%
Performance (1-mo.): 1.17% Total Assets: $74.7B
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#25 Columbia Balanced Fund (CBLAX)

Performance (1-yr.): 17.38% Expenses: 1.14%
Performance (1-mo.): 1.80% Total Assets: $2.06B
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#27 Eaton Vance Balanced Fund (EVIFX)

Performance (1-yr.): 20.66% Expenses: 1.14%
Performance (1-mo.): 2.19% Total Assets: $252.49M
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#27 FPA Crescent Portfolio Fund (FPACX)

Performance (1-yr.): 16.04% Expenses: 1.23%
Performance (1-mo.): 1.32% Total Assets: $18.12B
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#29 Putnam Dynamic Asset Allocation Balanced Fund (PABAX)

Performance (1-yr.): 18.58% Expenses: 1.03%
Performance (1-mo.): 1.46% Total Assets: $1.47B
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#29 UBS U.S. Allocation Fund (PWTAX)

Performance (1-yr.): 19.43% Expenses: 1.03%
Performance (1-mo.): 1.89% Total Assets: $274.43M
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Top Performing Moderate Allocation Funds As of 07.03.2014

AXA Charter Alternative 100 Growth Portfolio

Total Return: 3.32%

Bruce Fund (BRUFX)

Total Return: 3.29%

Innovator Matrix Income® Fund (IMIFX)

Total Return: 3.05%

Bruce Fund (BRUFX)

Total Return: 31.64%

Scharf Balanced Opportunity Fund (LOGOX)

Total Return: 22.00%

Catalyst Compass EMP Long-Term Growth Fund (LTGAX)

Total Return: 21.28%

Hotchkis and Wiley Capital Income Fund (HWIAX)

Total Return: 15.83%

Villere Balanced Fund (VILLX)

Total Return: 14.90%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 14.54%

* Annualized