Conservative Allocation Funds
Conservative allocation funds and ETFs typically invest in a combination of stocks, bonds, and cash in a single portfolio, with equities ranging from 15% to 30% of assets.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|
| Voya Solution Conservative Port S2
ICGTX
| 8.84% | −0.45% | 2.98% | 1.060% | 9.56 Mil | ||
| Voya Solution Conservative Port S
ICGSX
| 8.97% | −0.29% | 3.13% | 0.910% | 9.56 Mil | ||
| Voya Solution Conservative Port R6
VYRPX
| 9.33% | −0.03% | 3.39% | 0.660% | 9.56 Mil | ||
| Voya Solution Conservative Port I
ICGIX
| 9.16% | −0.05% | 3.37% | 0.660% | 9.56 Mil | ||
| Voya Solution Conservative Port A
ICGAX
| 8.65% | −0.56% | 2.85% | 1.160% | 9.56 Mil | ||
| Voya Retirement Conservative Port I
IRCPX
| 8.89% | −0.42% | 3.34% | 0.620% | 279.61 Mil | ||
| Voya Retirement Conservative Port A
IRCAX
| 8.76% | −0.65% | 3.07% | 0.870% | 279.61 Mil | ||
| Victory Cornerstone Conservative
USCCX
| 9.98% | 0.70% | 3.51% | 0.600% | 207.27 Mil | ||
| Vanguard LifeStrategy Income Inv
VASIX
| 8.40% | −1.05% | 2.11% | 0.110% | 3.95 Bil | ||
| Thrivent Diversified Income Plus S
THYFX
| 9.80% | 0.54% | 3.37% | 0.700% | 982.05 Mil | ||
| Thrivent Diversified Income Plus A
AAHYX
| 9.56% | 0.33% | 3.10% | 0.950% | 982.05 Mil | ||
| Sound Enhanced Fixed Income ETF
FXED
| 12.99% | 1.38% | — | 2.330% | 37.53 Mil | ||
| Sierra Tactical Risk Spectrum 30 Inv
SRTNX
| — | 9.89% | — | — | 2.060% | 36.71 Mil | |
| Sierra Tactical Risk Spectrum 30 Instl
SRTJX
| — | 9.89% | — | — | 1.660% | 36.71 Mil | |
| Schwab® Monthly Income Income Payout
SWLRX
| 7.54% | −1.30% | 1.54% | 0.210% | 59.27 Mil | ||
| SEI Multi-Asset Cap Stability Y (SIMT)
SMLYX
| 8.23% | 2.43% | 2.80% | 0.520% | 519.99 Mil | ||
| SEI Multi-Asset Cap Stability F (SIMT)
SCLAX
| 8.02% | 2.33% | 2.70% | 0.620% | 519.99 Mil | ||
| SEI Conservative Strategy I (SAAT)
SICIX
| 7.38% | 1.23% | 2.31% | 1.030% | 31.57 Mil | ||
| SEI Conservative Strategy F (SAAT)
SVSAX
| 7.77% | 1.48% | 2.58% | 0.780% | 31.57 Mil | ||
| SEI Conservative Strategy D (SAAT)
SSTDX
| 6.85% | 0.67% | 1.77% | 1.530% | 31.57 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat S
RCLSX
| 8.11% | −1.33% | 1.44% | 0.800% | 76.99 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R5
RCLVX
| 7.66% | −1.73% | 1.05% | 1.170% | 76.99 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R4
RCLUX
| 7.96% | −1.47% | 1.30% | 0.920% | 76.99 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R1
RCLRX
| 8.23% | −1.23% | 1.57% | 0.670% | 76.99 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat C
RCLCX
| 7.06% | −2.28% | 0.48% | 1.740% | 76.99 Mil |