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®

#21 T. Rowe Price Personal Strategy Income Fund (PRSIX)

Performance (1-yr.): 11.45% Expenses: 0.61%
Performance (1-mo.): 2.70% Total Assets: $1.27B
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#21 Wells Fargo Advantage Diversified Income Builder Fund (EKSAX)

Performance (1-yr.): 8.86% Expenses: 1.08%
Performance (1-mo.): 3.04% Total Assets: $378.03M
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#23 GuideStone Funds Balanced Allocation Fund I Class GS2 (GGIYX)

Performance (1-yr.): 9.96% Expenses: 0.93%
Performance (1-mo.): 3.02% Total Assets: $390.32M
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#23 Transamerica Institutional Asset Allocation-Short/Intermediate Horizon (DIHSX)

Performance (1-yr.): 8.04% Expenses: 0.85%
Performance (1-mo.): 2.14% Total Assets: $21.86M
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#25 MFS® Diversified Income Fund (DIFAX)

Performance (1-yr.): 7.87% Expenses: 1.09%
Performance (1-mo.): 2.50% Total Assets: $2.08B
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#25 Natixis Diversified Income Fund (IIDPX)

Performance (1-yr.): 6.99% Expenses: 1.11%
Performance (1-mo.): 3.04% Total Assets: $131.13M
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#27 Calvert Conservative Allocation Fund (CCLAX)

Performance (1-yr.): 8.22% Expenses: 1.01%
Performance (1-mo.): 2.22% Total Assets: $109.57M
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#27 Lord Abbett Multi-Asset Income Fund (ISFAX)

Performance (1-yr.): 9.86% Expenses: 1.12%
Performance (1-mo.): 2.57% Total Assets: $1.62B
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#29 James Balanced: Golden Rainbow Fund (GLRBX)

Performance (1-yr.): 10.37% Expenses: 1.07%
Performance (1-mo.): 2.82% Total Assets: $2.96B
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#30 Principal Global Div Inc Fund (PGBAX)

Performance (1-yr.): 6.29% Expenses: 1.13%
Performance (1-mo.): 2.53% Total Assets: $8.28B
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Top Performing Conservative Allocation Funds As of 03.05.2014

Teberg Fund (TEBRX)

Total Return: 5.88%

Bruce Fund (BRUFX)

Total Return: 5.50%

Franklin Income Fund (FKINX)

Total Return: 4.21%

Bruce Fund (BRUFX)

Total Return: 21.46%

Berwyn Income Fund (BERIX)

Total Return: 15.46%

ING Franklin Income Fund (IIFIX)

Total Return: 15.03%

Bruce Fund (BRUFX)

Total Return: 11.36%

USAA Growth and Tax Strategy Portfolio (USBLX)

Total Return: 10.55%

Goldman Sachs Income Builder Fund (GSBFX)

Total Return: 10.44%

* Annualized