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 Berwyn Income Fund (BERIX)

Performance (1-yr.): 15.16% Expenses: 0.68%
Performance (1-mo.): 0.69% Total Assets: $2.4B
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#2 Vanguard Wellesley® Income Fund (VWINX)

Performance (1-yr.): 7.75% Expenses: 0.25%
Performance (1-mo.): 0.92% Total Assets: $36.54B
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#3 Federated Capital Income Fund (CAPAX)

Performance (1-yr.): 10.50% Expenses: 0.90%
Performance (1-mo.): 0.87% Total Assets: $1.57B
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#4 Bruce Fund (BRUFX)

Performance (1-yr.): 16.47% Expenses: 0.78%
Performance (1-mo.): 0.38% Total Assets: $468.96M
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#5 Federated Municipal and Stock Advantage Fund (FMUAX)

Performance (1-yr.): 7.31% Expenses: 1.00%
Performance (1-mo.): 0.68% Total Assets: $750.43M
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#6 Hartford Balanced Income Fund (HBLAX)

Performance (1-yr.): 9.65% Expenses: 0.99%
Performance (1-mo.): 1.20% Total Assets: $4.49B
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#7 USAA Growth and Tax Strategy Portfolio (USBLX)

Performance (1-yr.): 10.34% Expenses: 0.97%
Performance (1-mo.): 0.58% Total Assets: $213.26M
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#8 Vanguard Tax Managed Balanced Fund (VTMFX)

Performance (1-yr.): 11.26% Expenses: 0.12%
Performance (1-mo.): 0.23% Total Assets: $1.52B
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#9 Goldman Sachs Income Builder Fund (GSBFX)

Performance (1-yr.): 11.80% Expenses: 0.95%
Performance (1-mo.): 1.21% Total Assets: $1.3B
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#10 Thrivent Diversified Income Plus Fund (AAHYX)

Performance (1-yr.): 6.40% Expenses: 1.12%
Performance (1-mo.): 0.00% Total Assets: $598.02M
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Top Performing Conservative Allocation Funds As of 04.22.2014

LJM Preservation and Growth Fund (LJMAX)

Total Return: 3.23%

Nuveen NWQ Flexible Income Fund (NWQAX)

Total Return: 1.54%

Spirit of America Income & Opportunity Fund (SOAOX)

Total Return: 1.30%

Bruce Fund (BRUFX)

Total Return: 16.47%

Berwyn Income Fund (BERIX)

Total Return: 15.16%

ING Franklin Income Fund (IIFIX)

Total Return: 13.75%

USAA Growth and Tax Strategy Portfolio (USBLX)

Total Return: 10.84%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 10.82%

Hartford Balanced Income Fund (HBLAX)

Total Return: 10.67%

* Annualized