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®

#51 SIT Balanced Fund (SIBAX)

Performance (1-yr.): 14.95% Expenses: 1.01%
Performance (1-mo.): 3.48% Total Assets: $15.32M
See all details for SIBAX »

#52 Cavanal Hill Balanced Fund (APBAX)

Performance (1-yr.): 12.33% Expenses: 0.92%
Performance (1-mo.): 2.78% Total Assets: $68.54M
See all details for APBAX »

#53 CornerCap Balanced Fund (CBLFX)

Performance (1-yr.): 18.46% Expenses: 1.12%
Performance (1-mo.): 3.05% Total Assets: $22.14M
See all details for CBLFX »

#53 MainStay Moderate Allocation (MMRAX)

Performance (1-yr.): 16.54% Expenses: 1.39%
Performance (1-mo.): 3.07% Total Assets: $608.96M
See all details for MMRAX »

#55 Delaware Dividend Income Fund (DDIAX)

Performance (1-yr.): 14.94% Expenses: 1.16%
Performance (1-mo.): 3.32% Total Assets: $668.27M
See all details for DDIAX »

#55 Perkins Value Plus Income Fund (JPVAX)

Performance (1-yr.): 10.86% Expenses: 0.95%
Performance (1-mo.): 2.96% Total Assets: $60.47M
See all details for JPVAX »

#57 Hennessy Balanced Fund (HBFBX)

Performance (1-yr.): 6.67% Expenses: 1.75%
Performance (1-mo.): 1.53% Total Assets: $11.89M
See all details for HBFBX »

#57 State Farm Balanced Fund (STFBX)

Performance (1-yr.): 11.13% Expenses: 0.14%
Performance (1-mo.): 3.23% Total Assets: $1.58B
See all details for STFBX »

#57 Vanguard LifeStrategy Moderate Growth Fund (VSMGX)

Performance (1-yr.): 13.15% Expenses: 0.16%
Performance (1-mo.): 3.12% Total Assets: $11.05B
See all details for VSMGX »

#57 WesMark Balanced Fund (WMBLX)

Performance (1-yr.): 11.08% Expenses: 1.30%
Performance (1-mo.): 2.87% Total Assets: $90.75M
See all details for WMBLX »

Top Performing Moderate Allocation Funds As of 03.05.2014

Footprints Discover Value Fund (DAVAX)

Total Return: 5.78%

LK Balanced Fund (LKBLX)

Total Return: 5.21%

Pinnacle Growth and Income Fund (PSEAX)

Total Return: 5.17%

SCS Tactical Allocation Fund (SCSGX)

Total Return: 37.34%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 23.65%

Franklin Mutual Recovery Fund (FMRAX)

Total Return: 22.30%

Hotchkis and Wiley Capital Income Fund (HWIIX)

Total Return: 13.78%

Villere Balanced Fund (VILLX)

Total Return: 13.19%

Dodge & Cox Balanced Fund (DODBX)

Total Return: 12.83%

* Annualized