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®

#60 Nuveen Strategy Conservative Allocation Fund (FSFIX)

Performance (1-yr.): 6.72% Expenses: 1.20%
Performance (1-mo.): 2.63% Total Assets: $133.74M
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#60 Prudential Conservative Allocation (JDUAX)

Performance (1-yr.): 8.54% Expenses: 1.51%
Performance (1-mo.): 2.48% Total Assets: $143.24M
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#60 Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX)

Performance (1-yr.): 12.45% Expenses: 1.31%
Performance (1-mo.): 2.79% Total Assets: $2.22B
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#64 JPMorgan Investor Conservative Growth Fund (OICAX)

Performance (1-yr.): 8.11% Expenses: 1.32%
Performance (1-mo.): 2.09% Total Assets: $4.04B
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#64 Permanent Portfolio (PRPFX)

Performance (1-yr.): 1.92% Expenses: 0.69%
Performance (1-mo.): 3.93% Total Assets: $9.1B
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#66 DFA Global Allocation 25/75 Portfolio (DGTSX)

Performance (1-yr.): 5.29% Expenses: 0.27%
Performance (1-mo.): 1.35% Total Assets: $596.03M
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#67 Principal Diversified Real Asset Fund (PRDAX)

Performance (1-yr.): 5.91% Expenses: 1.25%
Performance (1-mo.): 3.08% Total Assets: $2.23B
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#67 SEI Asset Allocation Trust Conservative Strategy Fund (SVSAX)

Performance (1-yr.): 3.09% Expenses: 1.07%
Performance (1-mo.): 1.18% Total Assets: $129.56M
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#69 GuideStone Funds Conservative Allocation Fund (GFIYX)

Performance (1-yr.): 3.96% Expenses: 0.76%
Performance (1-mo.): 1.44% Total Assets: $83.89M
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#69 Madison Conservative Allocation Fund (MCNAX)

Performance (1-yr.): 6.87% Expenses: 1.28%
Performance (1-mo.): 2.15% Total Assets: $74.04M
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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