[Fund Index | Funds By Family | Fund Top Performers]

Mutual Fund Top Performers - Moderate AllocationAs of 30-Sep-09
Select a symbol for a detailed quote and links to additional information.

Top Performers - 3 Month (out of 1245)
Fund NameSymbolReturn
Davis Appreciation & Income Y
DCSYX
23.65%
Davis Appreciation & Income A
RPFCX
23.58%
Davis Appreciation & Income C
DCSCX
23.31%
Davis Appreciation & Income B
DCSBX
23.21%
Marsico Flexible Capital
MFCFX
22.31%
AIM Basic Balanced Y
BBLYX
17.29%
AIM Basic Balanced Inst
BBLIX
17.26%
AIM Basic Balanced Inv
BBLTX
17.22%
AIM Basic Balanced A
BBLAX
17.22%
AIM Basic Balanced R
BBLRX
17.15%
  

Top Performers - 1 Year (out of 1208)
Fund NameSymbolReturn
Sierra Core Retirement R
SIRRX
28.91%
Sierra Core Retirement I
SIRIX
28.60%
Sierra Core Retirement A
SIRAX
27.36%
RiverNorth Core Opportunity
RNCOX
25.35%
Bruce
BRUFX
19.29%
America First Quantitative Strategies A
AFIAX
15.93%
America First Quantitative Strategies C
AFISX
15.24%
Janus Aspen Balanced Instl
JABLX
13.35%
Janus Aspen Balanced Svc
N/A
13.02%
Janus Balanced I
JBALX
12.46%
  
Top Performers - 3 Year (out of 956)
Fund NameSymbolAnn. Ret.
JHancock Balanced I
SVBIX
5.92%
Intrepid Capital
ICMBX
5.72%
JHancock Balanced R5
JBAVX
5.61%
Janus Aspen Balanced Instl
JABLX
5.58%
JHancock Balanced R4
JBAFX
5.50%
JHancock Balanced A
SVBAX
5.47%
Janus Aspen Balanced Svc
N/A
5.32%
Janus Balanced I
JBALX
5.30%
Janus Balanced J
JABAX
5.28%
JHancock Balanced R3
JBAHX
5.24%

Top Performers - 5 Year (out of 795)
Fund NameSymbolAnn. Ret.
JHancock Balanced I
SVBIX
9.19%
JHancock Balanced R5
JBAVX
8.79%
JHancock Balanced R4
JBAFX
8.72%
JHancock Balanced A
SVBAX
8.70%
JHancock Balanced R3
JBAHX
8.47%
JHancock Balanced R1
JBAOX
8.46%
JHancock Balanced C
SVBCX
7.95%
JHancock Balanced B
SVBBX
7.94%
Leuthold Core Investment I
LCRIX
7.88%
Leuthold Core Investment
LCORX
7.81%
  

Get Morningstar's portfolio tools, data, and editorial insights, plus Analyst Reports on 1,450 stocks and 2,000 funds. Start your free 14-day trial today.


Copyright © 2009 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service
Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).
Data is provided for informational purposes only, and is not intended for trading purposes.
Although data are gathered from sources believed to be reliable, Yahoo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Data and information is provided for informational purposes only, and is not intended for trading purposes. Yahoo and its content providers accept no liability for reliance on this data.