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 Delaware Foundation Conservative Allocation Fund (DFIAX)
| Performance (1-yr.): 9.26% | Expenses: 1.13% |
| Performance (1-mo.): 1.81% | Total Assets: $161.24M |
#32 MFS Conservative Allocation Fund (MACFX)
| Performance (1-yr.): 9.10% | Expenses: 1.03% |
| Performance (1-mo.): 1.29% | Total Assets: $2.4B |
#32 MFS Diversified Income Fund (DIFAX)
| Performance (1-yr.): 12.27% | Expenses: 1.10% |
| Performance (1-mo.): 2.41% | Total Assets: $1.76B |
#34 Putnam Dynamic Asset Allocation Conservative Fund (PACAX)
| Performance (1-yr.): 10.16% | Expenses: 1.08% |
| Performance (1-mo.): 1.69% | Total Assets: $580.71M |
#35 Legg Mason Lifestyle Allocation 50% (SBBAX)
| Performance (1-yr.): 11.40% | Expenses: 1.23% |
| Performance (1-mo.): 1.34% | Total Assets: $292.2M |
#36 Invesco Income Allocation Fund (ALAAX)
| Performance (1-yr.): 12.29% | Expenses: 0.88% |
| Performance (1-mo.): 1.87% | Total Assets: $140.85M |
#37 MainStay Conservative Allocation Fund (MCKAX)
| Performance (1-yr.): 10.49% | Expenses: 1.24% |
| Performance (1-mo.): 1.26% | Total Assets: $335.13M |
#37 Vantagepoint Model Portfolio Conservative Growth Fund (VPCGX)
| Performance (1-yr.): 8.16% | Expenses: 0.85% |
| Performance (1-mo.): 1.04% | Total Assets: $635.74M |
#39 Calvert Conservative Allocation Fund (CCLAX)
| Performance (1-yr.): 10.21% | Expenses: 1.09% |
| Performance (1-mo.): 1.56% | Total Assets: $84.65M |
#39 Oppenheimer Capital Income Fund (OPPEX)
| Performance (1-yr.): 10.74% | Expenses: 0.98% |
| Performance (1-mo.): 1.28% | Total Assets: $1.78B |
