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®

Virtus Herzfeld Fund (VHFAX)

Performance (1-yr.): 16.60% Expenses: 2.88%
Performance (1-mo.): 2.04% Total Assets: $19.03M
See all details for VHFAX »

Voya Retirement Conservative Portfolio (IRCPX)

Performance (1-yr.): 9.44% Expenses: 0.68%
Performance (1-mo.): 0.70% Total Assets: $555.78M
See all details for IRCPX »

Voya Retirement Moderate Portfolio (IRMIX)

Performance (1-yr.): 13.15% Expenses: 0.66%
Performance (1-mo.): 1.15% Total Assets: $1.78B
See all details for IRMIX »

Voya Solution Conservative Portfolio (ICGIX)

Performance (1-yr.): 10.20% Expenses: 0.66%
Performance (1-mo.): 0.75% Total Assets: $17.74M
See all details for ICGIX »

Voya Solution Moderately Conservative Portfolio (ISPRX)

Performance (1-yr.): 12.89% Expenses: 0.74%
Performance (1-mo.): 1.12% Total Assets: $45.86M
See all details for ISPRX »

Voya Strategic Allocation Conservative Portfolio (ISAIX)

Performance (1-yr.): 14.16% Expenses: 0.65%
Performance (1-mo.): 1.05% Total Assets: $95.34M
See all details for ISAIX »

Wilmington Strategic Allocation Conservative Fund (WCAAX)

Performance (1-yr.): 6.06% Expenses: 1.53%
Performance (1-mo.): 0.69% Total Assets: $42.23M
See all details for WCAAX »

Top Performing Conservative Allocation Funds As of 07.03.2014

Cornerstone Advisors Real Assets Fund (CAREX)

Total Return: 3.59%

Permanent Portfolio (PRPFX)

Total Return: 2.86%

AXA Charter Alternative 100 Moderate Portfolio

Total Return: 2.75%

Franklin Income Fund (FKINX)

Total Return: 19.68%

Pioneer Multi Asset Income Fund (PMAIX)

Total Return: 17.40%

Virtus Herzfeld Fund (VHFAX)

Total Return: 16.60%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 11.77%

Hartford Balanced Income Fund (HBLAX)

Total Return: 11.27%

Franklin Income Fund (FKINX)

Total Return: 11.25%

* Annualized