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 2009-11-06
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 14.63 8.77 7.43 ---
API Efficient Frontier Income A APIUX CA 5.75 1000 49.05 7.59 4.90 4.59
API Efficient Frontier Income A LW APIUX.LW CA --- 1000 49.05 7.59 4.90 4.59
Berwyn Income BERIX CA --- 3000 27.07 7.06 6.41 8.16
Permanent Portfolio PRPFX CA --- 1000 28.73 7.06 8.41 9.51
API Efficient Frontier Income C AFFIX CA --- 1000 47.91 6.58 3.87 ---
Direxion Spectrum Select Alternative Svc SFHYX CA --- 25000 26.29 5.12 4.49 ---
RidgeWorth Conservative Allc Strat I SCCTX CA --- 0 18.56 4.82 4.85 ---
SST Multi-Managed Income/Equity 1 FVUSA000N6 CA --- 0 23.15 4.79 5.15 ---
SST Multi-Managed Income/Equity 1 FVUSA000N6 CA --- 0 23.15 4.79 5.15 ---
Waddell & Reed InvestEd Cnsrv A WICAX CA 4.25 500 5.70 4.78 4.54 ---
Waddell & Reed InvestEd Cnsrv A LW WICAX.LW CA --- 500 5.70 4.78 4.54 ---
SST Multi-Managed Income/Equity 2 FVUSA0017G CA --- 0 22.98 4.63 5.00 ---
SST Multi-Managed Income/Equity 2 FVUSA0017G CA --- 0 22.98 4.63 5.00 ---
RidgeWorth Conservative Allc Strat A SVCAX CA 4.75 2000 18.25 4.53 4.53 ---
RidgeWorth Conservative Allc Strat A LW SVCAX.LW CA --- 2000 18.25 4.53 4.53 ---
SST Multi-Managed Inc/Eq 3 FVUSA04B8C CA --- 0 22.76 4.50 4.88 ---
SST Multi-Managed Inc/Eq 3 FVUSA04B8C CA --- 0 22.76 4.50 4.88 ---
Janus Smart Portfolio Conservative J JSPCX CA --- 2500 23.68 4.30 --- ---
RidgeWorth Conservative Allc Strat B SCCBX CA --- 5000 17.73 4.09 4.08 ---
PL Port Optimization Conservative A POAAX CA 5.50 1000 18.39 4.05 4.12 ---
PL Portfolio Optimization Conservat A LW POAAX.LW CA --- 1000 18.39 4.05 4.12 ---
PL Port Optimization Cnsrv 529 MT A MPAAX CA 5.50 500 18.39 4.05 4.12 ---
PL Port Optimization Cnsrv 529 MT A LW MPAAX.LW CA --- 500 18.39 4.05 4.12 ---
Manning & Napier Pro-Blend Cnsrv Term S EXDAX CA --- 2000 13.09 3.88 5.07 6.07
*10 year return calculated as of 2009-10-31