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®

#51 Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX)

Performance (1-yr.): 12.52% Expenses: 1.31%
Performance (1-mo.): 1.20% Total Assets: $2.21B
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#52 Invesco Conservative Allocation Fund (CAAMX)

Performance (1-yr.): 11.78% Expenses: 1.10%
Performance (1-mo.): 1.03% Total Assets: $366.36M
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#53 Franklin Conservative Allocation Fund (FTCIX)

Performance (1-yr.): 12.45% Expenses: 1.22%
Performance (1-mo.): 1.15% Total Assets: $1.71B
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#54 Nationwide Investor Destinations Moderately Conservative Fund (NADCX)

Performance (1-yr.): 10.43% Expenses: 0.88%
Performance (1-mo.): 0.97% Total Assets: $606.27M
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#54 Thrivent Moderately Conservative Allocation Fund (TCAAX)

Performance (1-yr.): 11.51% Expenses: 1.05%
Performance (1-mo.): 0.94% Total Assets: $764.23M
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#54 Transamerica Asset Allocation Conservative Portfolio (ICLAX)

Performance (1-yr.): 10.54% Expenses: 1.30%
Performance (1-mo.): 1.05% Total Assets: $1.04B
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#57 Oppenheimer Portfolio Series Conservative Fund (OACIX)

Performance (1-yr.): 10.63% Expenses: 0.98%
Performance (1-mo.): 1.21% Total Assets: $590.83M
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#57 Vanguard LifeStrategy Income Fund (VASIX)

Performance (1-yr.): 8.12% Expenses: 0.14%
Performance (1-mo.): 0.58% Total Assets: $2.92B
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#59 API Efficient Frontier Income Fund (APIUX)

Performance (1-yr.): 12.26% Expenses: 1.98%
Performance (1-mo.): 2.62% Total Assets: $815.41M
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#60 American Century Investments Strategic Allocation: Conservative Fund (ACCAX)

Performance (1-yr.): 11.63% Expenses: 1.25%
Performance (1-mo.): 1.15% Total Assets: $628.66M
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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