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
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Transamerica PIMCO Tactical - Conservative VP (None)

Performance (1-yr.): 4.61% Expenses: 1.35%
Performance (1-mo.): 2.18% Total Assets: $72.82M
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Transamerica PIMCO Tactical - Growth VP (None)

Performance (1-yr.): 4.91% Expenses: 1.36%
Performance (1-mo.): 2.21% Total Assets: $67.87M
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Transamerica Tactical Income Fund (IGTAX)

Performance (1-yr.): 8.02% Expenses: 1.30%
Performance (1-mo.): 1.88% Total Assets: $1.16B
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UBS Multi-Asset Income Fund (MAIAX)

Performance (1-yr.): 10.62% Expenses: 1.28%
Performance (1-mo.): 2.80% Total Assets: $59.34M
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USAA Cornerstone Conservative Fund (USCCX)

Performance (1-yr.): Expenses: 0.68%
Performance (1-mo.): 0.95% Total Assets: $63.98M
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USAA Cornerstone Moderately Conservative Fund (UCMCX)

Performance (1-yr.): Expenses: 0.92%
Performance (1-mo.): 1.46% Total Assets: $94.8M
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USAA Real Return Fund (UIRRX)

Performance (1-yr.): 7.81% Expenses: 0.69%
Performance (1-mo.): 0.76% Total Assets: $327.58M
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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
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Wade Tactical L/S Fund (WADEX)

Performance (1-yr.): 7.12% Expenses: 1.94%
Performance (1-mo.): 1.11% Total Assets: $44.05M
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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