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 Strategic High Income Fund (TASHX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): Total Assets: $11.36M
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Transamerica Tactical Income Fund (IGTAX)

Performance (1-yr.): 4.81% Expenses: 1.24%
Performance (1-mo.): 0.24% Total Assets: $989.07M
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UBS Multi-Asset Income Fund (MAIAX)

Performance (1-yr.): 2.62% Expenses: 1.29%
Performance (1-mo.): 0.01% Total Assets: $51.48M
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USAA Cornerstone Conservative Fund (USCCX)

Performance (1-yr.): 3.53% Expenses: 0.66%
Performance (1-mo.): 0.13% Total Assets: $99.01M
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USAA Cornerstone Moderately Conservative Fund (UCMCX)

Performance (1-yr.): 6.42% Expenses: 0.98%
Performance (1-mo.): 0.43% Total Assets: $153.6M
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USAA Real Return Fund (UIRRX)

Performance (1-yr.): 1.27% Expenses: 0.69%
Performance (1-mo.): 0.57% Total Assets: $437.79M
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VALIC Company II Conservative Growth Lifestyle Fund (VCGLX)

Performance (1-yr.): 8.01% Expenses: 0.88%
Performance (1-mo.): 0.08% Total Assets: $295.48M
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Virtus Herzfeld Fund (VHFAX)

Performance (1-yr.): 6.25% Expenses: 2.88%
Performance (1-mo.): 0.64% Total Assets: $16.22M
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Wade Tactical L/S Fund (WADEX)

Performance (1-yr.): 6.96% Expenses: 1.84%
Performance (1-mo.): 0.41% Total Assets: $36.41M
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Top Performing Conservative Allocation Funds As of 04.22.2014

LJM Preservation and Growth Fund (LJMAX)

Total Return: 3.23%

Nuveen NWQ Flexible Income Fund (NWQAX)

Total Return: 1.54%

Spirit of America Income & Opportunity Fund (SOAOX)

Total Return: 1.30%

Bruce Fund (BRUFX)

Total Return: 16.47%

Berwyn Income Fund (BERIX)

Total Return: 15.16%

ING Franklin Income Fund (IIFIX)

Total Return: 13.75%

USAA Growth and Tax Strategy Portfolio (USBLX)

Total Return: 10.84%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 10.82%

Hartford Balanced Income Fund (HBLAX)

Total Return: 10.67%

* Annualized