Moderate Allocation Funds
Moderate allocation mutual funds invest in stocks and bonds. These investment funds typically has higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $1,000 initial investment for your brokerage or retirement accounts.These best performing moderate allocation mutual funds are sorted based on its past 1 year performance in 2013-2014. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.
Top Funds
Best moderate allocation mutual funds 2014 are:- SCS Tactical Allocation (SCSGX)
- Dodge & Cox Balanced (DODBX)
- Scharf Balanced Opportunity Inv (LOGOX)
- Disciplined Growth Investors (DGIFX)
- CornerCap Balanced (CBLFX)
- BlackRock Growth Prepared Investor A (BAGPX)
- Federated MDT Balanced A (QABGX)
- Hotchkis and Wiley Capital Income A (HWIAX)
- Osterweis Strategic Investment (OSTVX)
- Wells Fargo Advantage Growth Balanced A (WFGBX)