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®

#11 Transamerica Institutional Asset Allocation-Intermediate Horizon (DIIHX)

Performance (1-yr.): 14.48% Expenses: 0.92%
Performance (1-mo.): 1.38% Total Assets: $93.45M
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#12 Fidelity Asset Manager® 40% Fund (FFNAX)

Performance (1-yr.): 12.78% Expenses: 0.88%
Performance (1-mo.): 1.09% Total Assets: $787.79M
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#13 Thrivent Diversified Income Plus Fund (AAHYX)

Performance (1-yr.): 9.60% Expenses: 1.12%
Performance (1-mo.): 1.07% Total Assets: $637.62M
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#14 American Century One Choice Conservative Fund (AOCIX)

Performance (1-yr.): 12.74% Expenses: 0.75%
Performance (1-mo.): 1.37% Total Assets: $904.06M
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#15 Principal Global Div Inc Fund (PGBAX)

Performance (1-yr.): 13.30% Expenses: 1.10%
Performance (1-mo.): 1.44% Total Assets: $9.54B
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#16 Manning & Napier Pro-Blend Moderate Term Series (EXBAX)

Performance (1-yr.): 15.26% Expenses: 1.07%
Performance (1-mo.): 1.29% Total Assets: $1.76B
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#17 JPMorgan Income Builder Fund (JNBAX)

Performance (1-yr.): 13.82% Expenses: 0.75%
Performance (1-mo.): 1.33% Total Assets: $10.74B
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#18 Permanent Portfolio (PRPFX)

Performance (1-yr.): 11.76% Expenses: 0.72%
Performance (1-mo.): 2.86% Total Assets: $8.3B
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#18 Wells Fargo Advantage Diversified Income Builder Fund (EKSAX)

Performance (1-yr.): 13.41% Expenses: 1.08%
Performance (1-mo.): 1.20% Total Assets: $385.21M
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#20 GuideStone Funds Balanced Allocation Fund I (GGIYX)

Performance (1-yr.): 12.83% Expenses: 0.92%
Performance (1-mo.): 1.44% Total Assets: $401.59M
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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