| 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 |
| 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 | --- |