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 2009-11-23
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
JHancock Balanced I SVBIX MA --- 250000 42.31 5.17 8.95 ---
Janus Aspen Balanced Instl JABLX MA --- 0 37.05 4.91 7.29 4.67
Intrepid Capital ICMBX MA --- 2500 46.23 4.85 --- ---
JHancock Balanced A SVBAX MA 5.00 2500 41.61 4.75 8.47 3.22
JHancock Balanced A Load Waived SVBAX.LW MA --- 2500 41.61 4.75 8.47 3.22
Janus Aspen Balanced Svc FOUSA02UMF MA --- 0 37.56 4.64 6.94 ---
Janus Balanced J JABAX MA --- 2500 34.91 4.60 7.02 4.46
PIMCO All Asset Instl PAAIX MA --- 5000000 40.60 4.38 5.21 ---
PIMCO All Asset Admin PAALX MA --- 5000000 40.34 4.12 4.95 ---
Oakmark Equity & Income I OAKBX MA --- 1000 26.05 4.09 6.30 9.51
JHancock Balanced B SVBBX MA --- 2500 40.73 4.01 7.71 2.49
JHancock Balanced C SVBCX MA --- 2500 40.59 4.00 7.71 2.50
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 40.15 3.85 4.63 ---
PIMCO All Asset A PASAX MA 3.75 1000 39.81 3.76 4.58 ---
PIMCO All Asset A Load Waived PASAX.LW MA --- 1000 39.81 3.76 4.58 ---
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 25.68 3.75 5.96 ---
Aston/Montag & Caldwell Balanced I MOBIX MA --- 1000000 29.83 3.67 4.66 1.74
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 N MOBAX MA --- 2500 29.58 3.46 4.45 1.50
PIMCO VIT All Asset M FVUSA04AYG MA --- 0 37.93 3.45 4.40 ---
*10 year return calculated as of 2009-10-31