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 SAAT Core Market Strategy Fund (SOKAX)
| Performance (1-yr.): 9.76% | Expenses: 1.25% |
| Performance (1-mo.): 1.09% | Total Assets: $100.05M |
#42 Legg Mason Strategic Real Return Fund (LRRAX)
| Performance (1-yr.): 7.30% | Expenses: 1.35% |
| Performance (1-mo.): 2.00% | Total Assets: $138.81M |
#42 Vanguard LifeStrategy Conservative Growth Fund (VSCGX)
| Performance (1-yr.): 8.66% | Expenses: 0.15% |
| Performance (1-mo.): 1.43% | Total Assets: $8.09B |
#44 Sentinel Conservative Strategies Fund (SECMX)
| Performance (1-yr.): 7.86% | Expenses: 1.09% |
| Performance (1-mo.): 1.05% | Total Assets: $257.17M |
#45 Target Conservative Allocation Fund (PCGAX)
| Performance (1-yr.): 9.24% | Expenses: 1.54% |
| Performance (1-mo.): 1.23% | Total Assets: $113.93M |
#46 Kinetics Multi-Disciplinary Fund (KMDAX)
| Performance (1-yr.): 7.50% | Expenses: 1.76% |
| Performance (1-mo.): 1.84% | Total Assets: $90.59M |
#46 Schwab MarketTrack Conservative Portfolio (SWCGX)
| Performance (1-yr.): 8.40% | Expenses: 0.72% |
| Performance (1-mo.): 1.36% | Total Assets: $201.1M |
#48 Transamerica Institutional Asset Allocation-Intermediate Horizon (DIIHX)
| Performance (1-yr.): 9.35% | Expenses: 0.92% |
| Performance (1-mo.): 1.33% | Total Assets: $135.09M |
#49 Dreyfus Conservative Allocation Fund (SCALX)
| Performance (1-yr.): 8.37% | Expenses: 0.93% |
| Performance (1-mo.): 1.41% | Total Assets: $27.05M |
#49 Principal Strategic Asset Management Conservative Balanced Portfolio (SAIPX)
| Performance (1-yr.): 9.91% | Expenses: 1.25% |
| Performance (1-mo.): 1.38% | Total Assets: $1.37B |
