Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Tools to help you discover and find your fund mojo

Best Managers   Best Performance   Highest Dividend   Top Holding Stock   Compare Funds
Stock Research   News & Research   Earning Release

Best Allocation--30% to 50% Equity Mutual Fund Managers

Best Allocation--30% to 50% Equity fund managers based on our scoring criteria

(** Click on column heading to Sort)
Fund Manager Fund Name Category Manager Score Manager Tenure 1 year Performance 3 year Performance 5 year Performance
Michael A. Liao USAA Growth and Tax Strategy Allocation--30% to 50% Equity 0.89 6.3 4.60 7.19 8.52
John C. Keogh Vanguard Wellesley Income Admiral Allocation--30% to 50% Equity 0.83 8.3 5.01 6.26 7.49
Lucius T. Hill, III Hartford Balanced Income I Allocation--30% to 50% Equity 0.78 8.7 3.65 6.25 7.99
Scott I. St. John Hartford Balanced Income R5 Allocation--30% to 50% Equity 0.78 8.7 3.63 6.26 7.99
Joseph C. Flaherty Jr. MFS Conservative Allocation I Allocation--30% to 50% Equity 0.76 14 0.58 4.07 4.91
Hartford Balanced Income B Allocation--30% to 50% Equity 0.76 8.7 3.32 5.97 7.50
John Nichol Federated Muni and Stock Advantage A Allocation--30% to 50% Equity 0.76 12.7 2.63 4.26 6.40
--- No Manager Vanguard LifeStrategy Cnsrv Gr Inv Allocation--30% to 50% Equity 0.75 21.7 0.63 4.96 5.00
Enrique A. Chang American Century Strat Allc: Cnsrv Inv Allocation--30% to 50% Equity 0.74 7 -0.03 4.29 5.07
Thomas R. Hickey, Jr. Nationwide Inv Dest Mod Cnsrv Instl Allocation--30% to 50% Equity 0.73 8.8 0.23 4.00 4.60
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

Compare with Allocation--30% to 50% Equity category EFTs

Some Allocation--30% to 50% Equity ETFs for your consideration

(** Click on column heading to Sort, Performance is in %)
ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite (PCEF)6.790.953.50
iShares S&P Conservative Allocation (AOK)000
iShares S&P Moderate Allocation (AOM)3.37-0.124.15

 

Interested to see more? Here are some quick links