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 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Old Westbury Real Return OWRRX MA --- 1000 20.54 17.22 --- ---
JHancock Balanced I SVBIX MA --- 250000 5.16 12.01 12.24 ---
JHancock Balanced A SVBAX MA 5.00 1000 4.65 11.52 11.71 5.11
JHancock Balanced A Load Waived SVBAX.LW MA --- 1000 4.65 11.52 11.71 5.11
Leuthold Core Investment LCORX MA --- 10000 2.95 10.78 13.13 11.34
JHancock Balanced C SVBCX MA --- 1000 3.99 10.76 10.94 ---
JHancock Balanced B SVBBX MA --- 1000 3.92 10.74 10.93 4.38
Oakmark Equity & Income I OAKBX MA --- 1000 4.96 9.12 10.08 11.18
Oakmark Equity & Income II OARBX MA --- 1000 4.57 8.76 9.74 ---
Eaton Vance Balanced A EVIFX MA 5.75 1000 -1.13 8.50 8.62 4.62
Eaton Vance Balanced A Load Waived EVIFX.LW MA --- 1000 -1.13 8.50 8.62 4.62
FPA Crescent FPACX MA --- 1500 2.37 7.74 9.79 9.71
Greenspring GRSPX MA --- 2000 2.30 7.74 9.85 6.94
Eaton Vance Balanced C ECIFX MA --- 1000 -2.00 7.65 7.77 3.81
Eaton Vance Balanced B EMIFX MA --- 1000 -2.01 7.64 7.78 3.83
Oppenheimer Quest Opportunity Value Y QOPYX MA --- 0 3.72 7.51 8.90 4.97
Buffalo Balanced BUFBX MA --- 2500 -1.42 7.46 10.25 5.33
Waddell & Reed Adv Continental Inc Y WACYX MA --- 0 -0.08 7.45 8.12 5.42
Janus Aspen Balanced Instl JABLX MA --- 0 0.18 7.43 8.25 6.99
Janus Adviser Balanced A JDBAX MA 5.75 2500 0.27 7.35 --- ---
Janus Adviser Balanced A Load Waived JDBAX.LW MA --- 2500 0.27 7.35 --- ---
Oppenheimer Quest Opportunity Value A QVOPX MA 5.75 1000 3.48 7.30 8.71 4.70
Oppenheimer Quest Opportunity Value A LW QVOPX.LW MA --- 1000 3.48 7.30 8.71 4.70
Janus Balanced JABAX MA --- 2500 0.11 7.24 8.14 6.49
Janus Aspen Balanced Svc FOUSA02UMF MA --- 0 -0.06 7.16 7.98 ---
*10 year return calculated as of 2008-07-31