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®

QS Legg Mason Lifestyle Allocation 30% (SBCPX)

Performance (1-yr.): 11.56% Expenses: 1.20%
Performance (1-mo.): 1.08% Total Assets: $151.84M
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QS Legg Mason Strategic Real Return Fund (LRRAX)

Performance (1-yr.): 12.26% Expenses: 1.35%
Performance (1-mo.): 1.57% Total Assets: $156.62M
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RESQ Absolute Income Fund (RQIAX)

Performance (1-yr.): Expenses: 2.85%
Performance (1-mo.): 0.72% Total Assets: $39.45M
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RiverFront Conservative Income Builder Fund (RCABX)

Performance (1-yr.): 10.32% Expenses: 1.45%
Performance (1-mo.): 0.83% Total Assets: $7.2M
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SEI Asset Allocation Trust Conservative Strategy Fund (SVSAX)

Performance (1-yr.): 5.82% Expenses: 1.07%
Performance (1-mo.): 0.38% Total Assets: $126.61M
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SEI Asset Allocation Trust Core Market Strategy Fund (SOKAX)

Performance (1-yr.): 12.68% Expenses: 1.37%
Performance (1-mo.): 1.20% Total Assets: $119.58M
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SEI Asset Allocation Trust Defensive Strategy Fund (SNSAX)

Performance (1-yr.): 3.17% Expenses: 0.94%
Performance (1-mo.): 0.20% Total Assets: $43.69M
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SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX)

Performance (1-yr.): 4.10% Expenses: 0.93%
Performance (1-mo.): 0.31% Total Assets: $900.66M
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SiM Dynamic Allocation Diversified Income Fund (SDDAX)

Performance (1-yr.): 10.66% Expenses: 1.62%
Performance (1-mo.): 1.01% Total Assets: $12.5M
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Spirit of America Income & Opportunity Fund (SOAOX)

Performance (1-yr.): Expenses: 1.27%
Performance (1-mo.): 1.15% Total Assets: $14.92M
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Top Performing Conservative Allocation Funds As of 07.03.2014

Cornerstone Advisors Real Assets Fund (CAREX)

Total Return: 3.59%

Permanent Portfolio (PRPFX)

Total Return: 2.86%

AXA Charter Alternative 100 Moderate Portfolio

Total Return: 2.75%

Franklin Income Fund (FKINX)

Total Return: 19.68%

Pioneer Multi Asset Income Fund (PMAIX)

Total Return: 17.40%

Virtus Herzfeld Fund (VHFAX)

Total Return: 16.60%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 11.77%

Hartford Balanced Income Fund (HBLAX)

Total Return: 11.27%

Franklin Income Fund (FKINX)

Total Return: 11.25%

* Annualized