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 JPMorgan Income Builder Fund (JNBAX)

Performance (1-yr.): 8.06% Expenses: 0.75%
Performance (1-mo.): 0.58% Total Assets: $9.58B
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#12 Manning & Napier Pro-Blend Moderate Term Series (EXBAX)

Performance (1-yr.): 9.73% Expenses: 1.07%
Performance (1-mo.): 0.07% Total Assets: $1.66B
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#12 T. Rowe Price Personal Strategy Income Fund (PRSIX)

Performance (1-yr.): 9.90% Expenses: 0.61%
Performance (1-mo.): 0.27% Total Assets: $1.32B
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#14 Wells Fargo Advantage Diversified Income Builder Fund (EKSAX)

Performance (1-yr.): 7.62% Expenses: 1.08%
Performance (1-mo.): 0.31% Total Assets: $377.85M
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#15 Principal Global Div Inc Fund (PGBAX)

Performance (1-yr.): 6.25% Expenses: 1.10%
Performance (1-mo.): 1.16% Total Assets: $8.44B
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#16 MFS® Conservative Allocation Fund (MACFX)

Performance (1-yr.): 6.68% Expenses: 0.99%
Performance (1-mo.): 0.21% Total Assets: $2.78B
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#16 Oppenheimer Capital Income Fund (OPPEX)

Performance (1-yr.): 7.68% Expenses: 1.01%
Performance (1-mo.): 0.32% Total Assets: $2.1B
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#18 Transamerica Institutional Asset Allocation-Intermediate Horizon (DIIHX)

Performance (1-yr.): 10.75% Expenses: 0.91%
Performance (1-mo.): 0.37% Total Assets: $127.31M
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#19 Legg Mason Lifestyle Allocation 50% (SBBAX)

Performance (1-yr.): 11.52% Expenses: 1.26%
Performance (1-mo.): 0.10% Total Assets: $305.58M
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#19 MFS® Diversified Income Fund (DIFAX)

Performance (1-yr.): 7.02% Expenses: 1.09%
Performance (1-mo.): 0.80% Total Assets: $2.11B
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Top Performing Conservative Allocation Funds As of 04.22.2014

LJM Preservation and Growth Fund (LJMAX)

Total Return: 3.23%

Nuveen NWQ Flexible Income Fund (NWQAX)

Total Return: 1.54%

Spirit of America Income & Opportunity Fund (SOAOX)

Total Return: 1.30%

Bruce Fund (BRUFX)

Total Return: 16.47%

Berwyn Income Fund (BERIX)

Total Return: 15.16%

ING Franklin Income Fund (IIFIX)

Total Return: 13.75%

USAA Growth and Tax Strategy Portfolio (USBLX)

Total Return: 10.84%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 10.82%

Hartford Balanced Income Fund (HBLAX)

Total Return: 10.67%

* Annualized