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 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Wilmington Multi-Manager Real Asset Inst WMRIX CA --- 500000 14.97 11.82 16.83 ---
Permanent Portfolio PRPFX CA --- 1000 9.33 10.89 11.88 9.77
Hussman Strategic Total Return HSTRX CA --- 1000 13.23 9.74 8.23 ---
Berwyn Income BERIX CA --- 3000 3.62 5.60 6.77 6.56
GE Conservative Allocation GECAX CA --- 0 -1.26 5.57 6.59 ---
Franklin Templeton Conserv Target A FTCIX CA 5.75 1000 -1.05 5.49 6.75 5.94
Franklin Templeton Conserv Target A LW FTCIX.LW CA --- 1000 -1.05 5.49 6.75 5.94
James Balanced: Golden Rainbow GLRBX CA --- 2000 1.67 5.49 9.03 7.20
GE Conservative Strategy GCSTX CA --- 0 -1.56 5.39 6.44 4.84
Franklin Templeton Conserv Target R FTCRX CA --- 1000 -1.36 5.22 6.47 ---
Federated Capital Income F CAPFX CA 1.00 1500 -3.99 5.18 7.87 0.54
Federated Capital Income A CAPAX CA 5.50 1500 -3.99 5.16 7.86 0.54
Federated Capital Income A Load Waived CAPAX.LW CA --- 1500 -3.99 5.16 7.86 0.54
Manning & Napier Pro-Blend Consrv Term S EXDAX CA --- 2000 1.60 5.10 5.73 5.93
JennisonDryden Conservative Allocation Z JDAZX CA --- 10000000 -0.72 5.06 --- ---
Columbia Thermostat Z COTZX CA --- 2500 -4.04 5.04 6.96 ---
Pioneer Protected Principal Plus A PPPAX CA 5.75 1000 -0.10 5.03 4.16 ---
Pioneer Protected Principal Plus A LW PPPAX.LW CA --- 1000 -0.10 5.03 4.16 ---
American Century One Choice: Con AOCIX CA --- 2500 -1.32 5.00 --- ---
T. Rowe Price Personal Strat Income PRSIX CA --- 2500 -2.20 4.92 7.19 5.80
American Century Strat Alloc: Con Inst ACCIX CA --- 5000000 -1.64 4.89 6.30 ---
MFS Conservative Allocation I MACIX CA --- 0 -0.96 4.89 6.15 ---
Waddell & Reed Invested Conserv PTF A LW WICAX.LW CA --- 500 3.56 4.85 4.31 ---
Waddell & Reed Invested Conserv PTF A WICAX CA 4.25 500 3.56 4.85 4.31 ---
MFS Conservative Allocation R4 MACJX CA --- 0 -1.05 4.81 --- ---
*10 year return calculated as of 2008-07-31