NAIC Equity Screen (Moderate Allocation)
The National Association of Investment Clubs is a not-for-profit organization
of individuals and investment clubs that share a common
interest in owning securities and learning how to become successful investors.
Its four basic principles are: 1) Invest regularly, regardless of
the market outlook; 2) Reinvest all earnings and dividends 3) Invest in
growth companies - and aim to double your money every five years over time;
and 4) Diversify your portfolio to reduce risk. The NAIC offers investors the
Official NAIC Mutual Fund Handbook, which includes education about mutual
fund investing and forms for comparing both equity mutual funds and fixed
income mutual funds. This screen, based on NAIC's equity fund form, measures
equity funds according to basic criteria of expenses and performance. It
leaves it up to the user to select the appropriate investment categories to
meet their personal objectives, from conservative index or balanced funds to
more aggressive small cap growth or sector funds. To learn more about NAIC's _
educational programs, products and services, or to contact a regional chapter
-- visit www.better-investing.org or call 1-877-ASK-NAIC.
NAIC Equity Screen (Moderate Allocation) | Symbol | Company Name | Manager Tenure | Fund Average PE | Median Market Cap | Front Load | Redemption Fee | | SVBIX | JHancock Balanced I | 3 | 20.61 | 27.43 Bil | 0 | NA | | JABLX | Janus Aspen Balanced Instl | 5 | 16.08 | 38.65 Bil | 0 | NA | | JABAX | Janus Balanced J | 5 | 16.07 | 39.03 Bil | 0 | NA | | SVBAX | JHancock Balanced A | 3 | 20.61 | 27.43 Bil | 5.00 | NA | | OAKBX | Oakmark Equity & Income I | 14 | 11.60 | 16.39 Bil | 0 | NA | | SVBCX | JHancock Balanced C | 3 | 20.61 | 27.43 Bil | 0 | NA | | SVBBX | JHancock Balanced B | 3 | 20.61 | 27.43 Bil | 0 | NA | | OARBX | Oakmark Equity & Income II | 14 | 11.60 | 16.39 Bil | 0 | NA | | MOBIX | Aston/Montag & Caldwell Balanced I | 15 | 20.13 | 56.17 Bil | 0 | NA | | MOBAX | Aston/Montag & Caldwell Balanced N | 15 | 20.13 | 56.17 Bil | 0 | NA | | LCORX | Leuthold Core Investment | 14 | 15.60 | 8.062 Bil | 0 | 2.00 | | FPACX | FPA Crescent | 16 | 10.07 | 11.33 Bil | 0 | 2.00 | | CBALX | Columbia Balanced Z | 5 | 16.90 | 36.02 Bil | 0 | NA | | CBLAX | Columbia Balanced A | 5 | 16.90 | 36.02 Bil | 5.75 | NA | | LKBAX | LKCM Balanced | 12 | 17.71 | 33.68 Bil | 0 | 1.00 | | GRSPX | Greenspring | 23 | 14.79 | 2.296 Bil | 0 | 2.00 | | QOPYX | Oppenheimer Quest Opportunity Value Y | 5 | 15.36 | 18.94 Bil | 0 | NA | | STFBX | State Farm Balanced | 19 | 12.45 | 49.25 Bil | 0 | NA | | FMTIX | Franklin Templeton Moderate Target A | 13 | 16.29 | 12.16 Bil | 5.75 | NA | | QVOPX | Oppenheimer Quest Opportunity Value A | 5 | 15.36 | 18.94 Bil | 5.75 | NA | | FTMRX | Franklin Templeton Moderate Target R | 13 | 16.29 | 12.16 Bil | 0 | NA | | OIBFX | JPMorgan Investor Balanced Select | 13 | 14.96 | 19.07 Bil | 0 | NA | | CBLCX | Columbia Balanced C | 5 | 16.90 | 36.02 Bil | 0 | NA | | CBLBX | Columbia Balanced B | 5 | 16.90 | 36.02 Bil | 0 | NA | | CLVBX | RidgeWorth Moderate Allocation Strat I | 12 | 15.12 | 18.6 Bil | 0 | NA |
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Page generated 11/25/2009 7:43 PM Eastern Time
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