Power Searches: Investing

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Do-It-Yourself Fund (Moderate Allocation)
Everybody has his or her own pain threshold. This fund screen lets you experiment with yours. It looks for no load funds with consistent management, low risk, and high return, but asks you to decide the type of fund that most interests you.

Do-It-Yourself Fund (Moderate Allocation)

Symbol	Company Name	Front Load	Manager Tenure	Morningstar Risk	Morningstar Return	Investment Category
OAKBX	Oakmark Equity & Income I	0	14	Low	High	Moderate Allocation
OARBX	Oakmark Equity & Income II	0	14	Low	High	Moderate Allocation
US577902687X	Maxim Moderately Cnsrv Profile	0	12	Low	High	Moderate Allocation
EXBAX	Manning & Napier Pro-Blend Mod Term S	0	7	Low	High	Moderate Allocation
MNMIX	Manning & Napier Pro-Blend Mod Term I	0	7	Low	High	Moderate Allocation
JABAX	Janus Balanced J	0	5	Low	High	Moderate Allocation
JABRX	Janus Balanced S	0	5	Low	High	Moderate Allocation
JBALX	Janus Balanced I	0	5	Low	High	Moderate Allocation
JDBRX	Janus Balanced R	0	5	Low	High	Moderate Allocation
STFBX	State Farm Balanced	0	19	Low	Above Average	Moderate Allocation
WACCX	Waddell & Reed Continental Inc C	0	17	Low	Above Average	Moderate Allocation
WACYX	Waddell & Reed Continental Inc Y	0	17	Low	Above Average	Moderate Allocation
BTBFX	Boston Trust Balanced	0	14	Low	Above Average	Moderate Allocation
OGBBX	JPMorgan Investor Balanced B	0	13	Low	Above Average	Moderate Allocation
OGBCX	JPMorgan Investor Balanced C	0	13	Low	Above Average	Moderate Allocation
OIBFX	JPMorgan Investor Balanced Select	0	13	Low	Above Average	Moderate Allocation
CLVBX	RidgeWorth Moderate Allocation Strat I	0	12	Low	Above Average	Moderate Allocation
SVGLX	RidgeWorth Moderate Allocation Strat C	0	12	Low	Above Average	Moderate Allocation
WBBIX	GAMCO Westwood Balanced I	0	10	Low	Above Average	Moderate Allocation
WBCCX	GAMCO Westwood Balanced C	0	10	Low	Above Average	Moderate Allocation
WEBAX	GAMCO Westwood Balanced AAA	0	10	Low	Above Average	Moderate Allocation
IBNCX	Ivy Balanced C	0	7	Low	Above Average	Moderate Allocation
IBNYX	Ivy Balanced Y	0	7	Low	Above Average	Moderate Allocation
JABCX	Janus Balanced C	0	5	Low	Above Average	Moderate Allocation
QOPBX	Oppenheimer Quest Opportunity Value B	0	5	Low	Above Average	Moderate Allocation

Page generated 11/26/2009 3:21 AM Eastern Time

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Quotes supplied by Interactive Data Real-Time Services.