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No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
---|---|---|---|---|---|---|---|---|
Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
1. | Pacific Funds Portfolio Optimization Moderate Fund Advisor Class (POMDX) | The fund investment attempts long-term growth of capital and low to moderate income. The fund is a fund of funds that seeks to achieve its investment ...Detailed Profile | $15.55 | 12.16% | 1.02% | |||
2. | American Century Strategic Allocation: Moderate Fund R6 Class (ASMDX) | The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments ...Detailed Profile | $7.46 | 12.04% | 0.51% | |||
3. | American Century Strategic Allocation: Moderate Fund I Class (ASAMX) | The fund investment attempts the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies ...Detailed Profile | $7.47 | 11.94% | 0.66% | |||
4. | American Century Strategic Allocation: Moderate Fund Investor Class (TWSMX) | The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments ...Detailed Profile | $7.47 | 11.83% | 0.86% | |||
5. | Pacific Funds Portfolio Optimization Moderate Fund Class A (POCAX) | The investment seeks long-term growth of capital and low to moderate income. The fund is a fund of funds that seeks to achieve its investment goal by ...Detailed Profile | $15.45 | 11.56% | 1.27% | |||
6. | American Century Strategic Allocation: Moderate Fund R Class (ASMRX) | The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments ...Detailed Profile | $7.37 | 10.66% | 1.36% | |||
7. | Nationwide Investor Destinations Moderate Fund Institutional Service Class (NWWJX) | The mutual fund is designed to maximize total investment return for a moderate level of risk. The fund is a fund of funds that invests primarily in ...Detailed Profile | $10.73 | 10.36% | 0.61% | |||
8. | TIAA-CREF Lifestyle Moderate Fund Institutional Class (TSIMX) | The investment seeks long-term total return, consisting of current income and capital appreciation. The fund is a fund of funds that invests in ...Detailed Profile | $17.12 | 10.22% | 0.52% | |||
9. | TIAA-CREF Lifestyle Moderate Fund Advisor Class (TSMHX) | The investment seeks long-term total return, consisting of current income and capital appreciation. The fund is a fund of funds that invests in ...Detailed Profile | $17.11 | 10.17% | 0.62% | |||
10. | Nationwide Investor Destinations Moderate Fund Class Service (NSDMX) | The fund works with an aim to maximize total investment return for a moderate level of risk. The fund is a fund of funds that invests primarily in ...Detailed Profile | $10.75 | 10.17% | 0.91% | |||
11. | Nationwide Investor Destinations Moderate Fund Class R (GMDRX) | The fund works with an aim to maximize total investment return for a moderate level of risk. The fund is a fund of funds that invests primarily in ...Detailed Profile | $10.43 | 10.09% | 1.16% | |||
12. | TIAA-CREF Lifestyle Moderate Fund Retail Class (TSMLX) | The investment seeks long-term total return, consisting of current income and capital appreciation. The fund is a fund of funds that invests in ...Detailed Profile | $17.08 | 10.02% | 0.79% | |||
13. | Nationwide Investor Destinations Moderate Fund Class C (NCDMX) | The fund investment attempts to maximize total investment return for a moderate level of risk. The fund is a fund of funds that invests primarily in ...Detailed Profile | $10.49 | 9.78% | 1.59% | |||
14. | USAA Cornerstone Moderate Fund (USBSX) | The investment seeks high total return. The fund invests in equity securities, bonds, money market instruments, and other instruments including ...Detailed Profile | $17.25 | 8.5% | 1.14% |
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▶ Mutual Funds of 15-30 Equity Category
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