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®

#50 State Farm Equity and Bond Fund (SLBAX)

Performance (1-yr.): 16.06% Expenses: 0.97%
Performance (1-mo.): 1.24% Total Assets: $277.44M
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#52 Virtus Tactical Allocation Fund (NAINX)

Performance (1-yr.): 20.68% Expenses: 1.30%
Performance (1-mo.): 1.71% Total Assets: $201.37M
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#53 Hartford Balanced Fund (ITTAX)

Performance (1-yr.): 16.61% Expenses: 1.18%
Performance (1-mo.): 1.92% Total Assets: $712.74M
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#55 Archer Balanced Fund (ARCHX)

Performance (1-yr.): 20.18% Expenses: 1.24%
Performance (1-mo.): 1.46% Total Assets: $19.32M
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#56 GE Institutional Strategic Investment Fund (GSIVX)

Performance (1-yr.): 15.43% Expenses: 0.36%
Performance (1-mo.): 1.41% Total Assets: $883.9M
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#56 Principal Strategic Asset Management Balanced Portfolio (SABPX)

Performance (1-yr.): 16.22% Expenses: 1.36%
Performance (1-mo.): 1.80% Total Assets: $4.88B
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#58 Federated MDT Balanced Fund (QABGX)

Performance (1-yr.): 19.64% Expenses: 1.34%
Performance (1-mo.): 1.31% Total Assets: $143.58M
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#58 Vanguard LifeStrategy Moderate Growth Fund (VSMGX)

Performance (1-yr.): 15.97% Expenses: 0.16%
Performance (1-mo.): 1.44% Total Assets: $11.42B
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#60 JPMorgan Diversified Fund (JDVAX)

Performance (1-yr.): 17.10% Expenses: 1.28%
Performance (1-mo.): 1.61% Total Assets: $1.2B
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#60 QS Legg Mason Lifestyle Allocation 70% (SCGRX)

Performance (1-yr.): 18.81% Expenses: 1.32%
Performance (1-mo.): 2.08% Total Assets: $513.79M
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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