| Top 25 Conservative Allocation Funds |
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| 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 |