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 2009-11-20
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 ---
*10 year return calculated as of 2009-10-31