Top 25 Moderate Allocation Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-06
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
JHancock Balanced I SVBIX MA --- 250000 28.55 5.02 8.60 ---
Intrepid Capital ICMBX MA --- 2500 31.57 4.99 --- ---
Janus Aspen Balanced Instl JABLX MA --- 0 27.60 4.82 6.97 4.67
JHancock Balanced A SVBAX MA 5.00 2500 28.04 4.58 8.12 3.22
JHancock Balanced A Load Waived SVBAX.LW MA --- 2500 28.04 4.58 8.12 3.22
Janus Aspen Balanced Svc FOUSA02UMF MA --- 0 27.28 4.56 6.70 ---
Janus Balanced J JABAX MA --- 2500 25.94 4.53 6.73 4.46
PIMCO All Asset Instl PAAIX MA --- 5000000 26.36 3.93 5.03 ---
JHancock Balanced B SVBBX MA --- 2500 27.19 3.88 7.37 2.49
JHancock Balanced C SVBCX MA --- 2500 27.07 3.88 7.38 2.50
Oakmark Equity & Income I OAKBX MA --- 1000 15.13 3.86 5.99 9.51
PIMCO All Asset Admin PAALX MA --- 5000000 26.21 3.73 4.81 ---
Oakmark Equity & Income II OARBX MA --- 0 14.72 3.51 5.67 ---
PIMCO VIT All Asset Inst FVUSA04BFN MA --- 0 25.29 3.43 --- ---
PIMCO VIT All Asset Inst FVUSA04BFN MA --- 0 25.29 3.43 --- ---
PIMCO All Asset D PASDX MA --- 1000 25.99 3.43 4.47 ---
Aston/Montag & Caldwell Balanced I MOBIX MA --- 1000000 21.81 3.38 4.07 1.74
PIMCO All Asset A PASAX MA 3.75 1000 25.67 3.34 4.41 ---
PIMCO All Asset A Load Waived PASAX.LW MA --- 1000 25.67 3.34 4.41 ---
PIMCO VIT All Asset Admin FVUSA002WZ MA --- 0 25.12 3.29 4.50 ---
PIMCO VIT All Asset Admin FVUSA002WZ MA --- 0 25.12 3.29 4.50 ---
Leuthold Core Investment I LCRIX MA --- 1000000 28.45 3.23 --- ---
PIMCO VIT All Asset Advisor FVUSA04AZE MA --- 0 24.99 3.18 4.39 ---
PIMCO VIT All Asset Advisor FVUSA04AZE MA --- 0 24.99 3.18 4.39 ---
Aston/Montag & Caldwell Balanced N MOBAX MA --- 2500 21.60 3.16 3.85 1.50
*10 year return calculated as of 2009-10-31