| Top 25 Conservative Allocation Funds |
Back to Top 25 Lists
Back to Mutual Fund Center |
| 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 | --- | --- |