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 - Balanced VP (None)
| Performance (1-yr.): 6.08% | Expenses: 1.34% |
| Performance (1-mo.): 2.21% | Total Assets: $135.2M |
Transamerica PIMCO Tactical - Conservative VP (None)
| Performance (1-yr.): 4.61% | Expenses: 1.35% |
| Performance (1-mo.): 2.18% | Total Assets: $72.82M |
Transamerica PIMCO Tactical - Growth VP (None)
| Performance (1-yr.): 4.91% | Expenses: 1.36% |
| Performance (1-mo.): 2.21% | Total Assets: $67.87M |
Transamerica Tactical Income Fund (IGTAX)
| Performance (1-yr.): 8.02% | Expenses: 1.30% |
| Performance (1-mo.): 1.88% | Total Assets: $1.16B |
UBS Multi-Asset Income Fund (MAIAX)
| Performance (1-yr.): 10.62% | Expenses: 1.28% |
| Performance (1-mo.): 2.80% | Total Assets: $59.34M |
USAA Cornerstone Conservative Fund (USCCX)
| Performance (1-yr.): — | Expenses: 0.68% |
| Performance (1-mo.): 0.95% | Total Assets: $63.98M |
USAA Cornerstone Moderately Conservative Fund (UCMCX)
| Performance (1-yr.): — | Expenses: 0.92% |
| Performance (1-mo.): 1.46% | Total Assets: $94.8M |
USAA Real Return Fund (UIRRX)
| Performance (1-yr.): 7.81% | Expenses: 0.69% |
| Performance (1-mo.): 0.76% | Total Assets: $327.58M |
VALIC Company II Conservative Growth Lifestyle Fund (VCGLX)
| Performance (1-yr.): 9.52% | Expenses: 0.88% |
| Performance (1-mo.): 1.63% | Total Assets: $257.17M |
Wade Tactical L/S Fund (WADEX)
| Performance (1-yr.): 7.12% | Expenses: 1.94% |
| Performance (1-mo.): 1.11% | Total Assets: $44.05M |
