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 Franklin Income Fund (FKINX)
| Performance (1-yr.): 16.19% | Expenses: 0.64% |
| Performance (1-mo.): 2.21% | Total Assets: $75.48B |
#22 TCW Conservative Allocation Fund (TGPCX)
| Performance (1-yr.): 9.02% | Expenses: 1.28% |
| Performance (1-mo.): 0.53% | Total Assets: $20.99M |
#23 GuideStone Funds Balanced Allocation Fund (GGIZX)
| Performance (1-yr.): 10.24% | Expenses: 1.02% |
| Performance (1-mo.): 1.66% | Total Assets: $1.27B |
#24 Lord Abbett Diversified Income Strategy Fund (ISFAX)
| Performance (1-yr.): 11.75% | Expenses: 1.18% |
| Performance (1-mo.): 1.61% | Total Assets: $785.2M |
#25 Principal SAM Flexible Income Fund (SAUPX)
| Performance (1-yr.): 9.10% | Expenses: 1.28% |
| Performance (1-mo.): 1.35% | Total Assets: $1.73B |
#26 GuideStone Funds Balanced Allocation Fund I Class GS2 (GGIYX)
| Performance (1-yr.): 10.48% | Expenses: 0.85% |
| Performance (1-mo.): 1.72% | Total Assets: $377.67M |
#27 Manning & Napier Pro Blend Conservative Term Series (EXDAX)
| Performance (1-yr.): 9.25% | Expenses: 0.89% |
| Performance (1-mo.): 1.23% | Total Assets: $1.53B |
#28 Wells Fargo Advantage Diversified Income Builder Fund (EKSAX)
| Performance (1-yr.): 15.19% | Expenses: 1.08% |
| Performance (1-mo.): 2.09% | Total Assets: $399.76M |
#29 Columbia Income Builder Fund (RBBAX)
| Performance (1-yr.): 9.95% | Expenses: 1.09% |
| Performance (1-mo.): 1.20% | Total Assets: $1.04B |
#30 American Century One Choice Conservative Fund (AOCIX)
| Performance (1-yr.): 8.85% | Expenses: 0.76% |
| Performance (1-mo.): 1.45% | Total Assets: $702.18M |
