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®

ING Retirement Moderate Portfolio Fund (IRMIX)

Performance (1-yr.): 9.47% Expenses: 0.66%
Performance (1-mo.): 2.66% Total Assets: $1.8B
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ING Solution Conservative Portfolio (ICGIX)

Performance (1-yr.): 6.71% Expenses: 0.68%
Performance (1-mo.): 2.07% Total Assets: $17.14M
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ING Solution Moderately Conservative Portfolio (ISPRX)

Performance (1-yr.): 9.62% Expenses: 0.74%
Performance (1-mo.): 2.88% Total Assets: $46.36M
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ING Strategic Allocation Conservative Portfolio (ISAIX)

Performance (1-yr.): 11.61% Expenses: 0.65%
Performance (1-mo.): 3.07% Total Assets: $93.11M
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John Hancock Funds Diversified Strategies Fund (JDSTX)

Performance (1-yr.): 5.80% Expenses: 1.67%
Performance (1-mo.): 2.67% Total Assets: $41.92M
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John Hancock Funds II Lifestyle II Conservative Portfolio (JLCGX)

Performance (1-yr.): Expenses: 0.85%
Performance (1-mo.): 1.79% Total Assets: $204,167
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John Hancock Funds II Lifestyle II Moderate Portfolio (JLMOX)

Performance (1-yr.): Expenses: 0.82%
Performance (1-mo.): 2.62% Total Assets: $203,503
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JPMorgan Diversified Real Return Fund (JRNAX)

Performance (1-yr.): 0.34% Expenses: 1.20%
Performance (1-mo.): 2.16% Total Assets: $67.38M
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LJM Preservation and Growth Fund (LJMAX)

Performance (1-yr.): 7.20% Expenses: 2.49%
Performance (1-mo.): 1.28% Total Assets: $59.65M
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Manning & Napier Strategic Income Conservative Series (MSCIX)

Performance (1-yr.): 5.55% Expenses: 0.76%
Performance (1-mo.): 2.05% Total Assets: $12.85M
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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