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®

#41 Elfun Diversified Fund (ELDFX)

Performance (1-yr.): 15.43% Expenses: 0.35%
Performance (1-mo.): 1.32% Total Assets: $244.37M
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#41 Lord Abbett Multi-Asset Balanced Opportunity Fund (LABFX)

Performance (1-yr.): 17.90% Expenses: 1.20%
Performance (1-mo.): 1.83% Total Assets: $2.01B
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#43 Janus Balanced Fund (JDBAX)

Performance (1-yr.): 16.02% Expenses: 0.94%
Performance (1-mo.): 0.76% Total Assets: $11.73B
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#43 MFS® Total Return Fund (MSFRX)

Performance (1-yr.): 15.56% Expenses: 0.75%
Performance (1-mo.): 1.12% Total Assets: $6.84B
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#45 Fidelity Asset Manager® 70% Fund (FAASX)

Performance (1-yr.): 19.61% Expenses: 1.07%
Performance (1-mo.): 1.83% Total Assets: $4.1B
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#45 MFS® Moderate Allocation Fund (MAMAX)

Performance (1-yr.): 14.69% Expenses: 1.05%
Performance (1-mo.): 1.22% Total Assets: $6.27B
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#45 Transamerica Multi-Managed Balanced Fund (IBALX)

Performance (1-yr.): 16.30% Expenses: 1.26%
Performance (1-mo.): 1.32% Total Assets: $472.72M
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#48 AllianzGI Income & Growth Fund (AZNAX)

Performance (1-yr.): 17.03% Expenses: 1.31%
Performance (1-mo.): 1.38% Total Assets: $2.45B
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#49 Intrepid Capital Fund (ICMBX)

Performance (1-yr.): 16.05% Expenses: 1.40%
Performance (1-mo.): 1.74% Total Assets: $464.45M
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#50 Jamestown Balanced Fund (JAMBX)

Performance (1-yr.): 17.68% Expenses: 1.29%
Performance (1-mo.): 1.41% Total Assets: $18.84M
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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