NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012. Below are the top performing moderate allocation stock funds of that ten year time period. Past performance is not necessarily indicative of future results.
|Fund Name||Symbol||Annual Return||Annual Volatility||Assets Under Management||Expense Ratio|
|Calvert Short Duration Income||CSDAX||3.79%||3%||1,917,790,276||1.08%|
|Thornburg Limited-Term Income||THIIX||3.27%||4%||2,826,430,011||0.58%|
|Weitz Short-Intermediate Inc||WEFIX||3.26%||2%||1,464,693,821||0.61%|
|DWS Short Duration S||DBPIX||3.06%||3%||1,858,614,472||0.63%|
|MassMutual Premier Short-Duration Bond||MSHAX||2.99%||3%||493,422,724||0.94%|
|Virtus Multi-Sector S/T Bd C||PSTCX||2.82%||6%||6,845,826,869||1.27%|
|Russell Short Duration Bond||RSBEX||2.77%||3%||1,294,150,604||0.86%|
|PIMCO Low Duration||PLDDX||2.66%||3%||23,026,959,016||0.75%|
|Ivy Limited-Term Bond||WLTAX||2.65%||2%||1,602,697,886||0.90%|
|Virtus Low Duration Income||HIMZX||2.57%||3%||75,960,341||0.95%|
|CNI Charter Corporate Bond||CCBAX||2.55%||3%||137,175,957||1.00%|
|Lord Abbett Short Duration Income||LALDX||2.41%||3%||27,712,034,015||0.59%|
|Wells Fargo Advantage Short-Term Bd||SSTVX||2.39%||2%||511,191,600||0.80%|
|Prudential Short-Term Corporate Bd||PIFCX||2.37%||3%||9,183,309,180||1.52%|
|Hartford Short Duration||HSDAX||2.31%||2%||563,120,700||0.85%|
|USAA Short-Term Bond||USSBX||2.27%||3%||2,956,960,464||0.63%|
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