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®
#39 MFS Moderate Allocation Fund (MAMAX)
| Performance (1-yr.): 11.58% | Expenses: 1.09% |
| Performance (1-mo.): 1.44% | Total Assets: $4.62B |
#39 Two Oaks Diversified Growth & Income Fd (TWOAX)
| Performance (1-yr.): 12.84% | Expenses: 1.20% |
| Performance (1-mo.): 0.93% | Total Assets: $23.11M |
#43 American Century One Choice Moderate Fund (AOMIX)
| Performance (1-yr.): 11.11% | Expenses: 0.90% |
| Performance (1-mo.): 1.72% | Total Assets: $1.06B |
#44 Hennessy Balanced Fund (HBFBX)
| Performance (1-yr.): 8.80% | Expenses: 1.55% |
| Performance (1-mo.): 2.26% | Total Assets: $13.32M |
#45 DFA Global Allocation 60/40 Portfolio (DGSIX)
| Performance (1-yr.): 11.97% | Expenses: 0.30% |
| Performance (1-mo.): 1.40% | Total Assets: $1.62B |
#45 Invesco Equity and Income Fund (ACEIX)
| Performance (1-yr.): 16.37% | Expenses: 0.81% |
| Performance (1-mo.): 1.90% | Total Assets: $11.28B |
#45 Managers AMG Chicago Equity Partners Balanced Fund (MBEAX)
| Performance (1-yr.): 9.62% | Expenses: 1.10% |
| Performance (1-mo.): 1.47% | Total Assets: $39.22M |
#45 Schwab Balanced Fund (SWOBX)
| Performance (1-yr.): 9.10% | Expenses: 0.65% |
| Performance (1-mo.): 0.83% | Total Assets: $139.27M |
#45 WesMark Balanced Fund (WMBLX)
| Performance (1-yr.): 8.13% | Expenses: 1.28% |
| Performance (1-mo.): 1.23% | Total Assets: $78.29M |
#50 RiverNorth Core Opportunity Fund (RNCOX)
| Performance (1-yr.): 12.32% | Expenses: 2.27% |
| Performance (1-mo.): 1.05% | Total Assets: $606.26M |
