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®

#41 Prudential Conservative Allocation (JDUAX)

Performance (1-yr.): 10.95% Expenses: 1.51%
Performance (1-mo.): 1.20% Total Assets: $145.54M
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#42 Sentinel Multi-Asset Income Fund (SECMX)

Performance (1-yr.): 11.17% Expenses: 1.03%
Performance (1-mo.): 0.99% Total Assets: $317.74M
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#43 Principal Diversified Real Asset Fund (PRDAX)

Performance (1-yr.): 15.19% Expenses: 1.25%
Performance (1-mo.): 2.33% Total Assets: $2.58B
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#43 Wells Fargo Advantage Moderate Balanced Fund (WFMAX)

Performance (1-yr.): 12.75% Expenses: 1.15%
Performance (1-mo.): 1.21% Total Assets: $169.12M
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#45 Fidelity Asset Manager® 30% Fund (FTAAX)

Performance (1-yr.): 10.48% Expenses: 0.87%
Performance (1-mo.): 0.86% Total Assets: $800.18M
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#46 New Covenant Balanced Income Fund (NCBIX)

Performance (1-yr.): 10.01% Expenses: 1.14%
Performance (1-mo.): 0.99% Total Assets: $85.64M
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#46 Vanguard LifeStrategy Conservative Growth Fund (VSCGX)

Performance (1-yr.): 12.07% Expenses: 0.15%
Performance (1-mo.): 1.02% Total Assets: $6.91B
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#48 Oppenheimer Capital Income Fund (OPPEX)

Performance (1-yr.): 10.90% Expenses: 1.01%
Performance (1-mo.): 0.72% Total Assets: $2.27B
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#49 John Hancock Funds Lifestyle Moderate Portfolio (JALMX)

Performance (1-yr.): 12.36% Expenses: 1.25%
Performance (1-mo.): 1.02% Total Assets: $4.83B
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#49 TCW Conservative Allocation Fund (TGPCX)

Performance (1-yr.): 9.91% Expenses: 1.00%
Performance (1-mo.): 1.86% Total Assets: $31.93M
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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