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®

#31 Schwab MarketTrack Balanced Portfolio (SWBGX)

Performance (1-yr.): 15.12% Expenses: 0.69%
Performance (1-mo.): 1.51% Total Assets: $535.57M
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#32 MainStay Balanced Fund (MBNAX)

Performance (1-yr.): 18.38% Expenses: 1.18%
Performance (1-mo.): 2.03% Total Assets: $759.8M
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#33 Transamerica Institutional Asset Allocation-Intermediate/Long Horizon (DILHX)

Performance (1-yr.): 17.94% Expenses: 0.97%
Performance (1-mo.): 1.86% Total Assets: $56.11M
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#34 Leuthold Core Investment Fund (LCORX)

Performance (1-yr.): 20.85% Expenses: 1.16%
Performance (1-mo.): 1.33% Total Assets: $868.58M
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#35 American Century One Choice Moderate Fund (AOMIX)

Performance (1-yr.): 16.17% Expenses: 0.88%
Performance (1-mo.): 1.71% Total Assets: $1.42B
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#35 John Hancock Balanced Fund (SVBAX)

Performance (1-yr.): 17.71% Expenses: 1.23%
Performance (1-mo.): 1.52% Total Assets: $1.29B
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#37 Pioneer Classic Balanced Fund (AOBLX)

Performance (1-yr.): 19.30% Expenses: 1.16%
Performance (1-mo.): 1.85% Total Assets: $215.77M
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#37 Prudential Asset Allocation (PIBAX)

Performance (1-yr.): 17.93% Expenses: 1.22%
Performance (1-mo.): 1.29% Total Assets: $434.16M
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#39 SIT Balanced Fund (SIBAX)

Performance (1-yr.): 15.58% Expenses: 1.01%
Performance (1-mo.): 1.50% Total Assets: $15.64M
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#40 American Beacon Balanced Fund (ABFAX)

Performance (1-yr.): 16.60% Expenses: 1.01%
Performance (1-mo.): 1.44% Total Assets: $990.6M
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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