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®

#30 John Hancock II Core Fundamental Holdings Fund (JAFOX)

Performance (1-yr.): 13.98% Expenses: 0.59%
Performance (1-mo.): 3.00% Total Assets: $17.09M
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#32 Pioneer Classic Balanced Fund (AOBLX)

Performance (1-yr.): 17.52% Expenses: 1.16%
Performance (1-mo.): 3.58% Total Assets: $220.44M
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#32 Transamerica Partners Balanced Fund (DVIBX)

Performance (1-yr.): 15.26% Expenses: 1.10%
Performance (1-mo.): 3.02% Total Assets: $55.87M
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#34 BlackRock Growth Prepared Portfolio (BAGPX)

Performance (1-yr.): 20.98% Expenses: 1.06%
Performance (1-mo.): 3.95% Total Assets: $92.99M
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#35 Legg Mason Lifestyle Allocation 70% (SCGRX)

Performance (1-yr.): 18.74% Expenses: 1.38%
Performance (1-mo.): 4.05% Total Assets: $503.11M
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#36 Northern Income Equity Fund (NOIEX)

Performance (1-yr.): 17.71% Expenses: 1.00%
Performance (1-mo.): 3.98% Total Assets: $390.12M
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#37 American Century One Choice Moderate Fund (AOMIX)

Performance (1-yr.): 14.18% Expenses: 0.88%
Performance (1-mo.): 3.65% Total Assets: $1.33B
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#37 Columbia Balanced Fund (CBLAX)

Performance (1-yr.): 16.43% Expenses: 1.14%
Performance (1-mo.): 2.99% Total Assets: $1.89B
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#39 Fidelity® Balanced Fund (FBALX)

Performance (1-yr.): 18.90% Expenses: 0.58%
Performance (1-mo.): 3.79% Total Assets: $25.46B
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#40 GE Institutional Strategic Investment Fund (GSIVX)

Performance (1-yr.): 13.82% Expenses: 0.36%
Performance (1-mo.): 2.97% Total Assets: $859.98M
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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