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®
Penn Series Conservative Allocation Fund (None)
| Performance (1-yr.): 5.41% | Expenses: 1.02% |
| Performance (1-mo.): 1.00% | Total Assets: $72.15M |
Penn Series Conservative Allocation Fund (None)
| Performance (1-yr.): 8.15% | Expenses: 1.02% |
| Performance (1-mo.): 1.30% | Total Assets: $109.15M |
PIMCO Inflation Response Multi-Asset Fund (PZRMX)
| Performance (1-yr.): 4.58% | Expenses: 1.25% |
| Performance (1-mo.): 0.20% | Total Assets: $299.98M |
Pioneer Multi Asset Income Fund (PMAIX)
| Performance (1-yr.): 18.22% | Expenses: 0.85% |
| Performance (1-mo.): 2.86% | Total Assets: $71.74M |
PNC Retirement Income Fund (PDTAX)
| Performance (1-yr.): — | Expenses: 0.62% |
| Performance (1-mo.): 1.03% | Total Assets: $1.04M |
PSI Strategic Growth Fund (FXSAX)
| Performance (1-yr.): 9.83% | Expenses: 2.17% |
| Performance (1-mo.): 1.55% | Total Assets: $15.18M |
Putnam Absolute Return 500 Fund (PJMDX)
| Performance (1-yr.): 4.32% | Expenses: 1.15% |
| Performance (1-mo.): 0.26% | Total Assets: $843.78M |
Putnam Absolute Return 700 Fund (PDMAX)
| Performance (1-yr.): 5.18% | Expenses: 1.31% |
| Performance (1-mo.): 0.25% | Total Assets: $890.68M |
Putnam Retirement Income Fund Lifestyle 3 (PISFX)
| Performance (1-yr.): 11.92% | Expenses: 1.11% |
| Performance (1-mo.): 2.48% | Total Assets: $16.47M |
RiverFront Conservative Income Builder Fund (RCABX)
| Performance (1-yr.): — | Expenses: 1.38% |
| Performance (1-mo.): 1.35% | Total Assets: $3.49M |
