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®

RiverFront Conservative Income Builder Fund (RCABX)

Performance (1-yr.): 8.14% Expenses: 1.45%
Performance (1-mo.): 2.19% Total Assets: $6.21M
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SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX)

Performance (1-yr.): 3.83% Expenses: 0.93%
Performance (1-mo.): 1.93% Total Assets: $828.16M
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SiM Dynamic Allocation Diversified Income Fund (SDDAX)

Performance (1-yr.): 4.80% Expenses: 1.62%
Performance (1-mo.): 2.81% Total Assets: $12.7M
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Spirit of America Income & Opportunity Fund (SOAOX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 1.12% Total Assets: $8.11M
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TIAA-CREF Lifestyle Conservative Fund (TCSIX)

Performance (1-yr.): 10.31% Expenses: 0.50%
Performance (1-mo.): 2.59% Total Assets: $66.13M
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TIAA-CREF Lifestyle Income Fund (TSITX)

Performance (1-yr.): 5.41% Expenses: 0.45%
Performance (1-mo.): 1.49% Total Assets: $35.27M
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TOPS® Balanced ETF Portfolio (None)

Performance (1-yr.): 7.83% Expenses: 0.46%
Performance (1-mo.): 2.95% Total Assets: $3.72M
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TOPS® Capital Preservation ETF Portfolio (None)

Performance (1-yr.): 4.42% Expenses: 0.45%
Performance (1-mo.): 1.91% Total Assets: $830,169
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TOPS® Managed Risk Balanced ETF Portfolio (None)

Performance (1-yr.): 6.83% Expenses: 0.66%
Performance (1-mo.): 2.65% Total Assets: $591.9M
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Touchstone Conservative Allocation Fund (TSAAX)

Performance (1-yr.): 6.46% Expenses: 1.13%
Performance (1-mo.): 1.83% Total Assets: $63.89M
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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