Top 25 Conservative Allocation Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Hussman Strategic Total Return HSTRX CA --- 1000 18.15 9.14 7.45 ---
API Efficient Frontier Income A APIUX CA 5.75 1000 68.96 7.85 5.09 4.59
API Efficient Frontier Income A LW APIUX.LW CA --- 1000 68.96 7.85 5.09 4.59
Permanent Portfolio PRPFX CA --- 1000 40.46 7.61 8.66 9.51
Berwyn Income BERIX CA --- 3000 35.85 7.17 6.65 8.16
API Efficient Frontier Income C AFFIX CA --- 1000 67.63 6.84 4.06 ---
Direxion Spectrum Select Alternative Svc SFHYX CA --- 25000 30.19 5.07 4.70 ---
Waddell & Reed InvestEd Cnsrv A WICAX CA 4.25 500 6.66 4.90 4.71 ---
Waddell & Reed InvestEd Cnsrv A LW WICAX.LW CA --- 500 6.66 4.90 4.71 ---
SST Multi-Managed Income/Equity 1 FVUSA000N6 CA --- 0 34.74 4.89 5.32 ---
SST Multi-Managed Income/Equity 1 FVUSA000N6 CA --- 0 34.74 4.89 5.32 ---
RidgeWorth Conservative Allc Strat I SCCTX CA --- 0 24.65 4.82 5.00 ---
SST Multi-Managed Income/Equity 2 FVUSA0017G CA --- 0 34.48 4.74 5.15 ---
SST Multi-Managed Income/Equity 2 FVUSA0017G CA --- 0 34.48 4.74 5.15 ---
SST Multi-Managed Inc/Eq 3 FVUSA04B8C CA --- 0 34.37 4.64 5.06 ---
SST Multi-Managed Inc/Eq 3 FVUSA04B8C CA --- 0 34.37 4.64 5.06 ---
RidgeWorth Conservative Allc Strat A SVCAX CA 4.75 2000 24.33 4.53 4.70 ---
RidgeWorth Conservative Allc Strat A LW SVCAX.LW CA --- 2000 24.33 4.53 4.70 ---
Janus Smart Portfolio Conservative J JSPCX CA --- 2500 33.50 4.35 --- ---
PL Port Optimization Conservative A POAAX CA 5.50 1000 26.80 4.22 4.28 ---
PL Port Optimization Cnsrv 529 MT A MPAAX CA 5.50 500 26.80 4.22 4.28 ---
RidgeWorth Conservative Allc Strat B SCCBX CA --- 5000 23.81 4.07 4.23 ---
PL Port Optimization Conservative R POARX CA --- 0 26.52 3.97 --- ---
AARP Conservative AACNX CA --- 100 22.54 3.91 --- ---
Manning & Napier Pro-Blend Cnsrv Term S EXDAX CA --- 2000 17.18 3.91 5.17 6.07
*10 year return calculated as of 2009-10-31