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 2008-05-15
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 28.49 20.35 --- ---
JHancock Balanced I SVBIX MA --- 250000 18.63 19.82 15.01 ---
JHancock Balanced A SVBAX MA 5.00 1000 18.13 19.29 14.45 5.49
JHancock Balanced A Load Waived SVBAX.lw MA --- 1000 18.13 19.29 14.45 5.49
API Efficient Frontier Multiple Index A APIMX MA 5.75 1000 4.03 18.73 17.15 6.16
API Efficient Frontier Multiple Ind A LW APIMX.lw MA --- 1000 4.03 18.73 17.15 6.16
JHancock Balanced B SVBBX MA --- 1000 17.25 18.46 13.64 4.76
JHancock Balanced C SVBCX MA --- 1000 17.25 18.45 13.63 ---
Leuthold Core Investment LCORX MA --- 10000 14.08 17.62 18.02 11.87
API Efficient Frontier Multiple Index Pr AFMMX MA --- 1000 3.04 17.45 --- ---
Eaton Vance Balanced A EVIFX MA 5.75 1000 11.04 15.28 12.58 4.92
Eaton Vance Balanced A Load Waived EVIFX.lw MA --- 1000 11.04 15.28 12.58 4.92
Eaton Vance Balanced C ECIFX MA --- 1000 10.18 14.44 11.73 4.11
Eaton Vance Balanced B EMIFX MA --- 1000 10.21 14.43 11.74 4.13
Oakmark Equity & Income I OAKBX MA --- 1000 9.17 12.83 12.56 11.23
Oakmark Equity & Income II OARBX MA --- 1000 8.82 12.46 12.23 ---
GE Aggressive Allocation GEAAX MA --- 0 3.44 12.23 12.04 ---
Buffalo Balanced BUFBX MA --- 2500 5.79 12.10 12.78 5.01
FPA Crescent FPACX MA --- 1500 5.04 11.95 12.76 9.38
Franklin Templeton Growth Target A FGTIX MA 5.75 1000 2.12 11.91 12.74 5.87
Franklin Templeton Growth Target A LW FGTIX.lw MA --- 1000 2.12 11.91 12.74 5.87
Waddell & Reed Invested Growth PTF A WAGRX MA 5.75 500 3.51 11.85 11.37 ---
Waddell & Reed Invested Growth PTF A LW WAGRX.lw MA --- 500 3.51 11.85 11.37 ---
Nationwide Optimal Alloc Mod ISrv GAMSX MA --- 50000 6.72 11.70 --- ---
Franklin Templeton Growth Target R FGTRX MA --- 0 1.93 11.63 12.46 ---
*10 year return calculated as of 2008-04-30