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®

#31 Columbia Capital Allocation Moderate Conservative Portfolio (NLGAX)

Performance (1-yr.): 8.13% Expenses: 1.17%
Performance (1-mo.): 2.29% Total Assets: $706.2M
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#32 Schwab MarketTrack Conservative Portfolio (SWCGX)

Performance (1-yr.): 9.14% Expenses: 0.72%
Performance (1-mo.): 2.22% Total Assets: $210.71M
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#33 Manning & Napier Pro-Blend Moderate Term Series (EXBAX)

Performance (1-yr.): 11.74% Expenses: 1.08%
Performance (1-mo.): 3.23% Total Assets: $1.65B
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#33 Principal SAM Flexible Income Fund (SAUPX)

Performance (1-yr.): 7.16% Expenses: 1.28%
Performance (1-mo.): 2.11% Total Assets: $1.88B
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#33 Transamerica Asset Allocation-Short/Intermediate Horizon (DVSIX)

Performance (1-yr.): 7.58% Expenses: 1.19%
Performance (1-mo.): 2.04% Total Assets: $128.67M
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#36 Legg Mason Lifestyle Allocation 30% (SBCPX)

Performance (1-yr.): 8.18% Expenses: 1.19%
Performance (1-mo.): 2.39% Total Assets: $147.38M
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#37 Oppenheimer Capital Income Fund (OPPEX)

Performance (1-yr.): 8.62% Expenses: 1.01%
Performance (1-mo.): 1.98% Total Assets: $2.07B
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#38 Invesco Income Allocation Fund (ALAAX)

Performance (1-yr.): 7.13% Expenses: 0.88%
Performance (1-mo.): 2.52% Total Assets: $194.89M
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#38 Putnam Dynamic Asset Allocation Conservative Fund (PACAX)

Performance (1-yr.): 9.61% Expenses: 1.05%
Performance (1-mo.): 2.10% Total Assets: $560.05M
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#38 RidgeWorth Conservative Allocation Strategy Fund (SVCAX)

Performance (1-yr.): 8.34% Expenses: 1.15%
Performance (1-mo.): 2.27% Total Assets: $61.2M
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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