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sector performance

MA Target Alloc Growth
Rank Fund Name Currency Loss
13 Eaton Vance Balanced Fund;A USD -5.4%
14 Transamerica Balanced II;R USD -5.6%
15 BlackRock Balanced Capital Fund;Institutional USD -5.6%
16 Columbia Balanced Fund;I USD -5.7%
17 Touchstone Balanced Fund;A USD -5.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.4% 3.6%
2016 8.5% 0.5% 0.8% 3.5% 3.6%
2015 0.4% 0.9% -0.5% -3.9% 4.0%
2014 11.0% 2.4% 2.8% 0.9% 4.4%
2013 20.4% 6.3% 0.5% 4.4% 8.0%
2012 12.8% 8.5% -2.4% 5.5% 0.9%
2011 2.9% 6.1% 2.4% -12.1% 7.8%
2010 11.1% 4.7% -6.7% 6.7% 6.5%
2009 18.6% -7.2% 9.9% 11.5% 4.3%
2008 -28.1% -5.0% -2.3% -8.6% -15.2%
2007 5.6% 1.2% 4.8% 1.8% -2.2%
2006 14.8% 3.5% -0.1% 5.3% 5.5%
2005 4.3% -0.7% 0.5% 2.3% 2.2%
2004 8.2% 1.7% 0.7% -0.3% 5.9%
2003 21.5% -2.4% 11.9% 1.2% 9.8%
2002 -13.5% 3.2% -7.9% -13.4% 5.2%
2001 -5.1% -6.6% 4.0% -10.2% 8.7%
2000 7.2% 1.8% -1.5% 4.8% 2.0%
1999 4.5% 1.8% 6.5% -7.0% 3.7%
1998 6.2% 8.8% -0.9% -11.4% 11.1%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date08/11/1973
  • Share Class size401Mn
  • Base currencyUSD
  • ISINUS09251C5067

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.12%
  • Initial investment0