Conservative Allocation

Conservative-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold smaller positions in stocks than moderate-allocation portfolios. These portfolios typically have 20% to 50% of assets in equities and 50% to 80% of assets in fixed income and cash. Morningstar®

#1 Bruce Fund (BRUFX)

Performance (1-yr.): 21.46% Expenses: 0.78%
Performance (1-mo.): 5.50% Total Assets: $464.78M
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#2 Vanguard Wellesley® Income Fund (VWINX)

Performance (1-yr.): 8.12% Expenses: 0.25%
Performance (1-mo.): 2.06% Total Assets: $36.01B
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#3 Federated Capital Income Fund (CAPAX)

Performance (1-yr.): 11.45% Expenses: 0.90%
Performance (1-mo.): 3.26% Total Assets: $1.46B
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#4 Federated Municipal and Stock Advantage Fund (FMUAX)

Performance (1-yr.): 8.18% Expenses: 1.00%
Performance (1-mo.): 2.84% Total Assets: $727.25M
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#5 Vanguard Tax Managed Balanced Fund (VTMFX)

Performance (1-yr.): 12.81% Expenses: 0.12%
Performance (1-mo.): 2.91% Total Assets: $1.49B
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#6 USAA Growth and Tax Strategy Portfolio (USBLX)

Performance (1-yr.): 11.50% Expenses: 0.97%
Performance (1-mo.): 2.68% Total Assets: $211.89M
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#7 Berwyn Income Fund (BERIX)

Performance (1-yr.): 15.46% Expenses: 0.68%
Performance (1-mo.): 1.94% Total Assets: $2.32B
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#8 Thrivent Diversified Income Plus Fund (AAHYX)

Performance (1-yr.): 8.37% Expenses: 1.12%
Performance (1-mo.): 2.09% Total Assets: $589.93M
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#9 Hartford Balanced Income Fund (HBLAX)

Performance (1-yr.): 10.00% Expenses: 0.99%
Performance (1-mo.): 2.71% Total Assets: $4.36B
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#10 Goldman Sachs Income Builder Fund (GSBFX)

Performance (1-yr.): 13.28% Expenses: 0.95%
Performance (1-mo.): 3.27% Total Assets: $1.18B
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Top Performing Conservative Allocation Funds As of 03.05.2014

Teberg Fund (TEBRX)

Total Return: 5.88%

Bruce Fund (BRUFX)

Total Return: 5.50%

Franklin Income Fund (FKINX)

Total Return: 4.21%

Bruce Fund (BRUFX)

Total Return: 21.46%

Berwyn Income Fund (BERIX)

Total Return: 15.46%

ING Franklin Income Fund (IIFIX)

Total Return: 15.03%

Bruce Fund (BRUFX)

Total Return: 11.36%

USAA Growth and Tax Strategy Portfolio (USBLX)

Total Return: 10.55%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 10.44%

* Annualized