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®

#61 JPMorgan Investor Conservative Growth Fund (OICAX)

Performance (1-yr.): 10.05% Expenses: 1.32%
Performance (1-mo.): 0.84% Total Assets: $4.26B
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#62 American Century One Choice Very Conservative Fund (AONIX)

Performance (1-yr.): 8.66% Expenses: 0.64%
Performance (1-mo.): 1.01% Total Assets: $351.2M
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#63 Fidelity® Strategic Real Return Fund (FSRAX)

Performance (1-yr.): 7.22% Expenses: 1.05%
Performance (1-mo.): 0.62% Total Assets: $1.27B
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#64 GuideStone Funds Conservative Allocation Fund I (GFIYX)

Performance (1-yr.): 6.28% Expenses: 0.74%
Performance (1-mo.): 0.80% Total Assets: $82.35M
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#64 SEI Asset Allocation Trust Market Growth Strategy Fund (SRWAX)

Performance (1-yr.): 14.66% Expenses: 1.43%
Performance (1-mo.): 1.48% Total Assets: $386.35M
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#66 SEI Asset Allocation Trust Moderate Strategy Fund (SMOAX)

Performance (1-yr.): 9.04% Expenses: 1.24%
Performance (1-mo.): 0.69% Total Assets: $270.7M
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#67 Columbia Capital Allocation Conservative Portfolio (ABDAX)

Performance (1-yr.): 8.03% Expenses: 1.06%
Performance (1-mo.): 0.43% Total Assets: $317.29M
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#68 AllianceBernstein Tax Managed Balanced Wealth Strategy Portfolio (AGIAX)

Performance (1-yr.): 12.06% Expenses: 1.24%
Performance (1-mo.): 0.57% Total Assets: $170.85M
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#69 Fidelity Asset Manager® 20% Fund (FTAWX)

Performance (1-yr.): 7.80% Expenses: 0.82%
Performance (1-mo.): 0.62% Total Assets: $5.06B
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#70 Nationwide Investor Destinations Conservative Fund (NDCAX)

Performance (1-yr.): 6.43% Expenses: 0.89%
Performance (1-mo.): 0.53% Total Assets: $446.74M
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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