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 USAA Growth and Tax Strategy Portfolio (USBLX)

Performance (1-yr.): 11.11% Expenses: 0.98%
Performance (1-mo.): 1.44% Total Assets: $185.39M
See all details for USBLX »

#12 Federated Capital Income Fund (CAPAX)

Performance (1-yr.): 13.08% Expenses: 0.90%
Performance (1-mo.): 2.34% Total Assets: $656.04M
See all details for CAPAX »

#13 Berwyn Income Fund (BERIX)

Performance (1-yr.): 9.20% Expenses: 0.68%
Performance (1-mo.): 2.90% Total Assets: $1.54B
See all details for BERIX »

#13 Permanent Portfolio (PRPFX)

Performance (1-yr.): 0.11% Expenses: 0.71%
Performance (1-mo.): 1.78% Total Assets: $14.94B
See all details for PRPFX »

#15 Thrivent Diversified Income Plus Fund (AAHYX)

Performance (1-yr.): 13.49% Expenses: 1.18%
Performance (1-mo.): 1.41% Total Assets: $434.02M
See all details for AAHYX »

#16 Federated Municipal and Stock Advantage Fund (FMUAX)

Performance (1-yr.): 12.04% Expenses: 1.00%
Performance (1-mo.): 2.17% Total Assets: $595.47M
See all details for FMUAX »

#17 Goldman Sachs Income Builder Fund (GSBFX)

Performance (1-yr.): 15.17% Expenses: 0.95%
Performance (1-mo.): 2.00% Total Assets: $194.58M
See all details for GSBFX »

#18 Manning & Napier Pro-Blend Moderate Term Series (EXBAX)

Performance (1-yr.): 10.37% Expenses: 1.08%
Performance (1-mo.): 0.87% Total Assets: $1.48B
See all details for EXBAX »

#19 Natixis Diversified Income Fund (IIDPX)

Performance (1-yr.): 13.63% Expenses: 1.13%
Performance (1-mo.): 3.29% Total Assets: $151.44M
See all details for IIDPX »

#20 BlackRock Multi-Asset Income Portfolio (BAICX)

Performance (1-yr.): 12.73% Expenses: 0.98%
Performance (1-mo.): 1.56% Total Assets: $3.01B
See all details for BAICX »
Advertisement
Top Performing Conservative Allocation Funds as of 05.03.2013

Natixis Diversified Income Fund (IIDPX)

Total Return: 3.29%

Catalyst/SMH Total Return Income Fund (TRIFX)

Total Return: 3.20%

JPMorgan Income Builder Fund (JNBAX)

Total Return: 2.90%

API Efficient Frontier Income Fund (APIUX)

Total Return: 19.08%

Pioneer Multi Asset Income Fund (PMAIX)

Total Return: 18.22%

Franklin Income Fund (FKINX)

Total Return: 16.19%

Bruce Fund (BRUFX)

Total Return: 12.26%

Hartford Balanced Income Fund (HBLAX)

Total Return: 11.99%

Natixis Diversified Income Fund (IIDPX)

Total Return: 11.93%

* annualized