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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
SVBIXJHancock Balanced I320.6127.43 Bil0NA
JABLXJanus Aspen Balanced Instl516.0838.65 Bil0NA
JABAXJanus Balanced J516.0739.03 Bil0NA
SVBAXJHancock Balanced A320.6127.43 Bil5.00NA
OAKBXOakmark Equity & Income I1411.6016.39 Bil0NA
SVBCXJHancock Balanced C320.6127.43 Bil0NA
SVBBXJHancock Balanced B320.6127.43 Bil0NA
OARBXOakmark Equity & Income II1411.6016.39 Bil0NA
MOBIXAston/Montag & Caldwell Balanced I1520.1356.17 Bil0NA
MOBAXAston/Montag & Caldwell Balanced N1520.1356.17 Bil0NA
LCORXLeuthold Core Investment1415.608.062 Bil02.00
FPACXFPA Crescent1610.0711.33 Bil02.00
CBALXColumbia Balanced Z516.9036.02 Bil0NA
CBLAXColumbia Balanced A516.9036.02 Bil5.75NA
LKBAXLKCM Balanced1217.7133.68 Bil01.00
GRSPXGreenspring2314.792.296 Bil02.00
QOPYXOppenheimer Quest Opportunity Value Y515.3618.94 Bil0NA
STFBXState Farm Balanced1912.4549.25 Bil0NA
FMTIXFranklin Templeton Moderate Target A1316.2912.16 Bil5.75NA
QVOPXOppenheimer Quest Opportunity Value A515.3618.94 Bil5.75NA
FTMRXFranklin Templeton Moderate Target R1316.2912.16 Bil0NA
OIBFXJPMorgan Investor Balanced Select1314.9619.07 Bil0NA
CBLCXColumbia Balanced C516.9036.02 Bil0NA
CBLBXColumbia Balanced B516.9036.02 Bil0NA
CLVBXRidgeWorth Moderate Allocation Strat I1215.1218.6 Bil0NA

Page generated 11/26/2009 5:49 AM Eastern Time
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