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®

#30 Vantagepoint Model Portfolio Conservative Growth Fund (VPCGX)

Performance (1-yr.): 7.78% Expenses: 0.84%
Performance (1-mo.): 0.18% Total Assets: $665.2M
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#32 Invesco Income Allocation Fund (ALAAX)

Performance (1-yr.): 6.18% Expenses: 0.88%
Performance (1-mo.): 0.72% Total Assets: $199.45M
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#33 Principal SAM Flexible Income Fund (SAUPX)

Performance (1-yr.): 5.91% Expenses: 1.24%
Performance (1-mo.): 0.10% Total Assets: $1.89B
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#34 Calvert Conservative Allocation Fund (CCLAX)

Performance (1-yr.): 6.86% Expenses: 1.01%
Performance (1-mo.): 0.03% Total Assets: $110.17M
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#34 Natixis Diversified Income Fund (IIDPX)

Performance (1-yr.): 5.68% Expenses: 1.11%
Performance (1-mo.): 0.78% Total Assets: $130.94M
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#36 GuideStone Funds Balanced Allocation Fund (GGIZX)

Performance (1-yr.): 8.02% Expenses: 1.09%
Performance (1-mo.): 0.37% Total Assets: $1.31B
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#36 Transamerica Institutional Asset Allocation-Short/Intermediate Horizon (DIHSX)

Performance (1-yr.): 6.76% Expenses: 0.85%
Performance (1-mo.): 0.15% Total Assets: $24.22M
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#38 Target Conservative Allocation Fund (PCGAX)

Performance (1-yr.): 8.13% Expenses: 1.52%
Performance (1-mo.): 0.60% Total Assets: $115.91M
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#38 TCW Conservative Allocation Fund (TGPCX)

Performance (1-yr.): 6.47% Expenses: 1.00%
Performance (1-mo.): 1.01% Total Assets: $33.19M
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#40 Manning & Napier Pro Blend Conservative Term Series (EXDAX)

Performance (1-yr.): 6.20% Expenses: 0.88%
Performance (1-mo.): 0.14% Total Assets: $1.56B
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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