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®
Transamerica PIMCO Tactical - Growth VP (None)
| Performance (1-yr.): 7.54% | Expenses: 0.95% |
| Performance (1-mo.): 0.09% | Total Assets: $74.11M |
Transamerica Tactical Income Fund (IGTAX)
| Performance (1-yr.): 7.28% | Expenses: 1.30% |
| Performance (1-mo.): 2.54% | Total Assets: $1.21B |
UBS Multi-Asset Income Fund (MAIAX)
| Performance (1-yr.): 9.03% | Expenses: 1.28% |
| Performance (1-mo.): 3.63% | Total Assets: $60.08M |
USAA Cornerstone Conservative Fund (USCCX)
| Performance (1-yr.): — | Expenses: 0.68% |
| Performance (1-mo.): 0.66% | Total Assets: $68.26M |
USAA Cornerstone Moderately Conservative Fund (UCMCX)
| Performance (1-yr.): — | Expenses: 0.92% |
| Performance (1-mo.): 0.63% | Total Assets: $99.33M |
USAA Real Return Fund (UIRRX)
| Performance (1-yr.): 8.11% | Expenses: 0.69% |
| Performance (1-mo.): 2.06% | Total Assets: $332.27M |
VALIC Company II Conservative Growth Lifestyle Fund (VCGLX)
| Performance (1-yr.): 10.99% | Expenses: 0.88% |
| Performance (1-mo.): 0.72% | Total Assets: $261.28M |
Wade Tactical L/S Fund (WADEX)
| Performance (1-yr.): 12.38% | Expenses: 1.94% |
| Performance (1-mo.): 0.00% | Total Assets: $42.76M |
WBI Absolute Return Balanced Fund (WBBAX)
| Performance (1-yr.): 6.42% | Expenses: 1.84% |
| Performance (1-mo.): 0.56% | Total Assets: $87.5M |
WOA All Asset I (WOAIX)
| Performance (1-yr.): 7.61% | Expenses: 1.82% |
| Performance (1-mo.): 2.47% | Total Assets: $84.15M |
