| 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 | 47.11 | 5.12 | 8.87 | --- |
| Janus Aspen Balanced Instl | JABLX | MA | ![]() |
--- | 0 | 37.93 | 4.91 | 7.21 | 4.67 |
| JHancock Balanced A | SVBAX | MA | ![]() |
5.00 | 2500 | 46.64 | 4.70 | 8.40 | 3.22 |
| JHancock Balanced A Load Waived | SVBAX.LW | MA | ![]() |
--- | 2500 | 46.64 | 4.70 | 8.40 | 3.22 |
| Intrepid Capital | ICMBX | MA | ![]() |
--- | 2500 | 48.43 | 4.68 | --- | --- |
| Janus Aspen Balanced Svc | FOUSA02UMF | MA | ![]() |
--- | 0 | 37.56 | 4.64 | 6.94 | --- |
| Janus Balanced J | JABAX | MA | ![]() |
--- | 2500 | 35.69 | 4.58 | 6.93 | 4.46 |
| PIMCO All Asset Instl | PAAIX | MA | ![]() |
--- | 5000000 | 39.95 | 4.40 | 5.24 | --- |
| PIMCO All Asset Admin | PAALX | MA | ![]() |
--- | 5000000 | 39.69 | 4.14 | 5.00 | --- |
| Oakmark Equity & Income I | OAKBX | MA | ![]() |
--- | 1000 | 27.97 | 3.99 | 6.28 | 9.51 |
| JHancock Balanced C | SVBCX | MA | ![]() |
--- | 2500 | 45.44 | 3.98 | 7.64 | 2.50 |
| JHancock Balanced B | SVBBX | MA | ![]() |
--- | 2500 | 45.49 | 3.96 | 7.63 | 2.49 |
| PIMCO VIT All Asset Inst | FVUSA04BFN | MA | ![]() |
--- | 0 | 38.59 | 3.89 | --- | --- |
| PIMCO VIT All Asset Inst | FVUSA04BFN | MA | ![]() |
--- | 0 | 38.59 | 3.89 | --- | --- |
| PIMCO All Asset D | PASDX | MA | ![]() |
--- | 1000 | 39.49 | 3.87 | 4.66 | --- |
| PIMCO All Asset A | PASAX | MA | ![]() |
3.75 | 1000 | 39.16 | 3.78 | 4.60 | --- |
| PIMCO All Asset A Load Waived | PASAX.LW | MA | ![]() |
--- | 1000 | 39.16 | 3.78 | 4.60 | --- |
| PIMCO VIT All Asset Admin | FVUSA002WZ | MA | ![]() |
--- | 0 | 38.29 | 3.75 | 4.70 | --- |
| PIMCO VIT All Asset Admin | FVUSA002WZ | MA | ![]() |
--- | 0 | 38.29 | 3.75 | 4.70 | --- |
| Oakmark Equity & Income II | OARBX | MA | ![]() |
--- | 0 | 27.55 | 3.65 | 5.96 | --- |
| PIMCO VIT All Asset Advisor | FVUSA04AZE | MA | ![]() |
--- | 0 | 38.12 | 3.64 | 4.59 | --- |
| PIMCO VIT All Asset Advisor | FVUSA04AZE | MA | ![]() |
--- | 0 | 38.12 | 3.64 | 4.59 | --- |
| Aston/Montag & Caldwell Balanced I | MOBIX | MA | ![]() |
--- | 1000000 | 33.33 | 3.60 | 4.54 | 1.74 |
| PIMCO All Asset R | PATRX | MA | ![]() |
--- | 0 | 38.75 | 3.49 | --- | --- |
| PIMCO VIT All Asset M | FVUSA04AYG | MA | ![]() |
--- | 0 | 37.93 | 3.45 | 4.40 | --- |