Moderate Funds Companies By Net Asset

			Equity Type	Price	Concentration	Net Asset	Efficiency	Market Risk	Exp Return
1	RRTBX	Trowe Price Retirement	Fund	18.66	T. Rowe Price Funds, Large Blend Target-Date 2020 Moderate 2020	20.91 B	0.02	0.43	0.01
2	SRJIX	Jpmorgan Smartretirement 2035	Fund	20.54	JPMorgan Funds, Large Blend Target-Date 2035 Moderate 2035, JPMorgan, Blend	6.65 B	0.02	0.60	0.01
3	MAMHX	Mfs Moderate Allocation	Fund	19.64	MFS Funds, Large Blend Allocation--50% to 70% Equity Moderate Equity	5.74 B	(0.05)	0.71	(0.04)
4	JTSQX	Jp Morgan Smartretirement	Fund	23.58	JPMorgan Funds, Large Blend Target-Date 2050 Moderate Hybrid Mix 2050, JPMorgan, Blend	3.96 B	0.07	0.68	0.05
5	USCRX	Cornerstone Moderately Aggressive	Fund	26.94	Victory Capital Funds, Large Blend Allocation--50% to 70% Equity Moderate Equity, Capital, Blend	2.61 B	(0.04)	0.76	(0.03)
6	JTMIX	Multimanager Lifestyle Moderate	Fund	12.48	John Hancock Funds, Large Blend Allocation--30% to 50% Equity Moderate Equity	2.31 B	0.08	0.37	0.03
7	FMTZX	Franklin Moderate Allocation	Fund	16.3	Franklin Templeton Investments Funds, Large Blend Allocation--50% to 70% Equity Moderate Equity, Investments, Blend	2.08 B	0.08	0.52	0.04
8	URFRX	Target Retirement 2040	Fund	13.47	Victory Capital Funds, Large Blend Target-Date 2040 Moderate 2040, Capital, Blend	1.43 B	0.03	0.67	0.02
9	URTRX	Target Retirement 2030	Fund	12.71	Victory Capital Funds, Large Blend Target-Date 2030 Moderate 2030	1.18 B	0.03	0.56	0.02
10	SIRZX	Sierra E Retirement	Fund	23.06	Sierra Mutual Funds, Large Blend Tactical Allocation Moderate Allocation, Value	807.51 M	0.04	0.40	0.02
11	MGDCX	Mainstay Moderate Growth	Fund	15.38	New York Life Investment Management LLC Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity	795.7 M	(0.07)	1.00	(0.07)
12	MGDBX	Mainstay Moderate Growth	Fund	15.37	New York Life Investment Management LLC Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity	795.7 M	(0.07)	1.01	(0.07)
13	RRPPX	American Funds Retirement	Fund	12.94	American Funds, Large Value Allocation--50% to 70% Equity Moderate Equity, Value	783.94 M	0.12	0.43	0.05
14	TWSMX	Strategic Allocation Moderate	Fund	6.63	American Century Investments Funds, Large Blend Allocation--50% to 70% Equity Moderate Equity, Investments, Blend	741.86 M	(0.02)	0.64	(0.01)
15	MLLCX	Mfs Lifetime Retirement	Fund	12.26	MFS Funds, Large Blend Target-Date Retirement Moderate Retirement	637.59 M	(0.05)	0.49	(0.02)
16	BIMPX	Blackrock Moderate Prepared	Fund	13.14	BlackRock Funds, Large Blend Allocation--30% to 50% Equity Moderate Equity, BlackRock, Blend	610.72 M	0.09	0.44	0.04
17	TLIRX	Tiaa Cref Lifecycle Retirement	Fund	11.53	TIAA Investments Funds, Large Blend Allocation--30% to 50% Equity Moderate Equity, Investments, Blend	563.51 M	0.08	0.34	0.03
18	SCGCX	Qs Moderate Growth	Fund	18.12	Legg Mason Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity, Mason, Blend	490.16 M	(0.01)	0.79	(0.01)
19	LLMRX	Qs Moderate Growth	Fund	17.01	Legg Mason Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity, Mason, Blend	490.16 M	(0.01)	0.81	(0.01)
20	SCGRX	Qs Moderate Growth	Fund	17.39	Franklin Templeton Investments Funds, Large Blend Allocation--70% to 85% Equity Moderate Equity	459.03 M	(0.01)	0.80	(0.01)

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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