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®

#20 Invesco Income Allocation Fund (ALAAX)

Performance (1-yr.): 12.31% Expenses: 0.87%
Performance (1-mo.): 0.97% Total Assets: $228.86M
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#22 James Balanced: Golden Rainbow Fund (GLRBX)

Performance (1-yr.): 14.32% Expenses: 1.07%
Performance (1-mo.): 1.14% Total Assets: $3.3B
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#23 Lord Abbett Multi-Asset Income Fund (ISFAX)

Performance (1-yr.): 12.99% Expenses: 1.16%
Performance (1-mo.): 1.31% Total Assets: $2.14B
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#23 Weitz Balanced Fund (WBALX)

Performance (1-yr.): 9.56% Expenses: 1.13%
Performance (1-mo.): 0.41% Total Assets: $147.81M
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#25 Transamerica Asset Allocation Intermediate Horizon (DVMSX)

Performance (1-yr.): 14.11% Expenses: 1.23%
Performance (1-mo.): 1.42% Total Assets: $282.58M
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#25 Vantagepoint Model Portfolio Conservative Growth Fund (VPCGX)

Performance (1-yr.): 11.29% Expenses: 0.87%
Performance (1-mo.): 1.09% Total Assets: $674.75M
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#27 GuideStone Funds Balanced Allocation Fund (GGIZX)

Performance (1-yr.): 12.66% Expenses: 1.07%
Performance (1-mo.): 1.39% Total Assets: $1.34B
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#28 RidgeWorth Conservative Allocation Strategy Fund (SVCAX)

Performance (1-yr.): 11.63% Expenses: 1.15%
Performance (1-mo.): 0.86% Total Assets: $62.74M
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#29 MainStay Conservative Allocation Fund (MCKAX)

Performance (1-yr.): 12.55% Expenses: 1.26%
Performance (1-mo.): 1.01% Total Assets: $426.32M
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#29 MFS® Conservative Allocation Fund (MACFX)

Performance (1-yr.): 10.96% Expenses: 0.99%
Performance (1-mo.): 0.81% Total Assets: $2.93B
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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