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 GE Institutional Strategic Investment Fund (GSIVX)
| Performance (1-yr.): 10.92% | Expenses: 0.36% |
| Performance (1-mo.): 1.69% | Total Assets: $802.96M |
#32 Fidelity Puritan Fund (FPURX)
| Performance (1-yr.): 10.54% | Expenses: 0.59% |
| Performance (1-mo.): 1.11% | Total Assets: $20.92B |
#33 T. Rowe Price Balanced (RPBAX)
| Performance (1-yr.): 11.95% | Expenses: 0.65% |
| Performance (1-mo.): 1.94% | Total Assets: $3.57B |
#34 Greenspring Fund (GRSPX)
| Performance (1-yr.): 10.90% | Expenses: 0.93% |
| Performance (1-mo.): 0.40% | Total Assets: $677.16M |
#34 Transamerica Partners Balanced Fund (DVIBX)
| Performance (1-yr.): 12.23% | Expenses: 1.10% |
| Performance (1-mo.): 1.51% | Total Assets: $43.22M |
#36 John Hancock II Core Fundamental Holdings Fund (JAFOX)
| Performance (1-yr.): 10.22% | Expenses: 0.58% |
| Performance (1-mo.): 1.69% | Total Assets: $15.9M |
#37 Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
| Performance (1-yr.): 11.24% | Expenses: 0.16% |
| Performance (1-mo.): 1.71% | Total Assets: $9.77B |
#38 Columbia Thermostat Fund (CTFAX)
| Performance (1-yr.): 10.08% | Expenses: 1.15% |
| Performance (1-mo.): 1.28% | Total Assets: $1.18B |
#39 ASTON/Montag & Caldwell Balanced Fund (MOBAX)
| Performance (1-yr.): 9.51% | Expenses: 1.36% |
| Performance (1-mo.): 1.45% | Total Assets: $26.97M |
#39 Manning & Napier Pro Blen Extended Term Series (MNBAX)
| Performance (1-yr.): 13.09% | Expenses: 1.08% |
| Performance (1-mo.): 0.89% | Total Assets: $1.46B |
