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®

#61 USAA First Start Growth Fund (UFSGX)

Performance (1-yr.): 14.33% Expenses: 1.46%
Performance (1-mo.): 3.85% Total Assets: $314.03M
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#62 Elfun Diversified Fund (ELDFX)

Performance (1-yr.): 13.82% Expenses: 0.51%
Performance (1-mo.): 3.04% Total Assets: $237.11M
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#62 Sound Mind Investing Balanced Fund (SMILX)

Performance (1-yr.): 19.63% Expenses: 1.83%
Performance (1-mo.): 3.36% Total Assets: $32.98M
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#64 MFS® Total Return Fund (MSFRX)

Performance (1-yr.): 14.81% Expenses: 0.75%
Performance (1-mo.): 2.96% Total Assets: $6.62B
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#64 T. Rowe Price Personal Strategy Balanced Fund (TRPBX)

Performance (1-yr.): 16.60% Expenses: 0.72%
Performance (1-mo.): 3.58% Total Assets: $1.88B
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#66 MainStay Income Builder Fund (MTRAX)

Performance (1-yr.): 15.56% Expenses: 1.04%
Performance (1-mo.): 3.76% Total Assets: $1.02B
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#67 T. Rowe Price Balanced (RPBAX)

Performance (1-yr.): 17.42% Expenses: 0.65%
Performance (1-mo.): 3.50% Total Assets: $3.91B
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#68 Columbia Thermostat Fund (CTFAX)

Performance (1-yr.): 8.07% Expenses: 1.10%
Performance (1-mo.): 1.57% Total Assets: $1.32B
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#69 Fidelity Advisor® Balanced Fund (FABLX)

Performance (1-yr.): 18.46% Expenses: 0.95%
Performance (1-mo.): 3.67% Total Assets: $1.53B
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#69 Madison Diversified Income Fund (MBLAX)

Performance (1-yr.): 10.57% Expenses: 1.10%
Performance (1-mo.): 2.26% Total Assets: $132.58M
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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