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®

Touchstone Flexible Income Fund (FFSAX)

Performance (1-yr.): 1.93% Expenses: 1.10%
Performance (1-mo.): 1.70% Total Assets: $241.72M
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Transamerica Strategic High Income Fund (TASHX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): Total Assets:
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Transamerica Tactical Income Fund (IGTAX)

Performance (1-yr.): 6.02% Expenses: 1.30%
Performance (1-mo.): 2.84% Total Assets: $1.02B
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UBS Multi-Asset Income Fund (MAIAX)

Performance (1-yr.): 3.28% Expenses: 1.29%
Performance (1-mo.): 2.25% Total Assets: $52.27M
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USAA Cornerstone Conservative Fund (USCCX)

Performance (1-yr.): 4.05% Expenses: 0.66%
Performance (1-mo.): 1.33% Total Assets: $95.38M
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USAA Cornerstone Moderately Conservative Fund (UCMCX)

Performance (1-yr.): 7.02% Expenses: 0.98%
Performance (1-mo.): 2.36% Total Assets: $148.4M
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USAA Real Return Fund (UIRRX)

Performance (1-yr.): 1.61% Expenses: 0.69%
Performance (1-mo.): 2.96% Total Assets: $425.98M
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VALIC Company II Conservative Growth Lifestyle Fund (VCGLX)

Performance (1-yr.): 9.25% Expenses: 0.88%
Performance (1-mo.): 2.96% Total Assets: $294.36M
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Virtus Herzfeld Fund (VHFAX)

Performance (1-yr.): 6.81% Expenses: 2.88%
Performance (1-mo.): 3.88% Total Assets: $15.61M
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Wade Tactical L/S Fund (WADEX)

Performance (1-yr.): 8.76% Expenses: 1.84%
Performance (1-mo.): 1.85% Total Assets: $36.65M
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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