Moderate Funds Companies By Net Asset

			Equity Type	Price	Concentration	Net Asset	Efficiency	Market Risk	Exp Return
1	RRTBX	Trowe Price Retirement	Fund	18.81	T. Rowe Price Funds, Large Blend Target-Date 2020 Moderate 2020, Price, Blend	20.91 B	0.06	0.82	0.05
2	SRJIX	Jpmorgan Smartretirement 2035	Fund	20.78	JPMorgan Funds, Large Blend Target-Date 2035 Moderate 2035, JPMorgan, Blend	6.65 B	0.07	1.20	0.08
3	JTSQX	Jp Morgan Smartretirement	Fund	23.86	JPMorgan Funds, Large Blend Target-Date 2050 Hybrid Mix Moderate 2050, JPMorgan, Blend	3.96 B	0.07	1.59	0.11
4	USCRX	Cornerstone Moderately Aggressive	Fund	27.37	Victory Capital Funds, Large Blend Moderate Allocation--50% to 70% Equity, Capital, Blend, Equity	2.61 B	0.08	1.00	0.07
5	URFRX	Target Retirement 2040	Fund	13.8	Victory Capital Funds, Large Blend Target-Date 2040 Moderate 2040, Capital, Blend	1.43 B	0.09	1.16	0.10
6	SIRZX	Sierra E Retirement	Fund	21.9	Sierra Mutual Funds, Large Value Tactical Allocation Moderate Allocation, Value	807.51 M	(0.04)	0.43	(0.02)
7	MGDCX	Mainstay Moderate Growth	Fund	15.22	New York Life Investment Management LLC Funds, Large Blend Moderate Allocation--70% to 85% Equity	795.7 M	0.06	1.33	0.08
8	RRPPX	American Funds Retirement	Fund	13.17	American Funds, Large Value Moderate Allocation--50% to 70% Equity, Value, Equity	783.94 M	0.07	0.75	0.05
9	MMRIX	Mainstay Moderate Allocation	Fund	13.96	New York Life Investment Management LLC Funds, Large Blend Moderate Allocation--50% to 70% Equity	771.04 M	0.07	1.00	0.07
10	TWSMX	Strategic Allocation Moderate	Fund	6.69	American Century Investments Funds, Large Blend Moderate Allocation--50% to 70% Equity, Investments, Blend, Equity	741.86 M	0.08	1.08	0.08
11	ASTCX	Strategic Allocation Moderate	Fund	6.42	American Century Investments Funds, Large Blend Moderate Allocation--50% to 70% Equity	741.86 M	0.07	1.10	0.08
12	MLLCX	Mfs Lifetime Retirement	Fund	12.29	MFS Funds, Large Blend Target-Date Retirement Moderate Retirement	637.59 M	0.07	0.47	0.03
13	BIMPX	Blackrock Moderate Prepared	Fund	13.25	BlackRock Funds, Large Blend Allocation--30% to 50% Equity Moderate Equity, BlackRock, Blend	610.72 M	0.07	0.83	0.06
14	SCGCX	Qs Moderate Growth	Fund	17.96	Legg Mason Funds, Large Blend Allocation--70% to 85% Equity Growth Moderate Equity, Mason, Blend	490.16 M	0.06	1.41	0.09
15	LLMRX	Qs Moderate Growth	Fund	16.97	Legg Mason Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity, Mason, Blend	490.16 M	0.07	1.39	0.10
16	SCGRX	Qs Moderate Growth	Fund	17.28	Franklin Templeton Investments Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity	459.03 M	0.07	1.41	0.10
17	EXBAX	Pro Blend Moderate Term	Fund	14.44	Manning & Napier Funds, Large Growth Allocation--30% to 50% Equity Moderate Equity, Napier, Growth	390.21 M	0.04	0.70	0.03
18	CMACX	Calvert Moderate Allocation	Fund	20.98	Calvert Research and Management Funds, Large Blend Moderate Allocation--50% to 70% Equity, Management, Blend, Equity	385.58 M	0.06	1.10	0.06
19	TSIMX	Tiaa Cref Lifestyle Moderate	Fund	15.3	TIAA Investments Funds, Large Blend Moderate Allocation--50% to 70% Equity, Investments, Blend, Equity	351.74 M	0.08	1.00	0.08
20	TSMTX	Tiaa Cref Lifestyle Moderate	Fund	15.27	TIAA Investments Funds, Large Blend Moderate Allocation--50% to 70% Equity	351.74 M	0.08	1.00	0.08

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund. Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

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Moderate Funds Companies By Net Asset

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