| Top 25 Moderate Allocation Funds |
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| 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 |