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
| 6.93% | −0.64% | 2.83% | 1.060% | 9.42 Mil | ||
| Voya Solution Conservative Port S
ICGSX
| 7.09% | −0.51% | 2.98% | 0.910% | 9.42 Mil | ||
| Voya Solution Conservative Port R6
VYRPX
| 7.34% | −0.27% | 3.24% | 0.660% | 9.42 Mil | ||
| Voya Solution Conservative Port I
ICGIX
| 7.28% | −0.27% | 3.24% | 0.660% | 9.42 Mil | ||
| Voya Solution Conservative Port A
ICGAX
| 6.76% | −0.77% | 2.72% | 1.160% | 9.42 Mil | ||
| Voya Retirement Conservative Port I
IRCPX
| 6.75% | −0.55% | 3.18% | 0.620% | 277.90 Mil | ||
| Voya Retirement Conservative Port A
IRCAX
| 6.45% | −0.79% | 2.91% | 0.870% | 277.90 Mil | ||
| Victory Cornerstone Conservative
USCCX
| 8.09% | 0.47% | 3.32% | 0.570% | 205.97 Mil | ||
| Vanguard LifeStrategy Income Inv
VASIX
| 5.89% | −1.18% | 1.97% | 0.110% | 3.95 Bil | ||
| Thrivent Diversified Income Plus S
THYFX
| 7.75% | 0.35% | 3.22% | 0.700% | 974.43 Mil | ||
| Thrivent Diversified Income Plus A
AAHYX
| 7.52% | 0.13% | 2.98% | 0.950% | 974.43 Mil | ||
| Sound Enhanced Fixed Income ETF
FXED
| 12.36% | 1.27% | — | 2.330% | 37.24 Mil | ||
| Sierra Tactical Risk Spectrum 30 Inv
SRTNX
| — | 8.25% | — | — | 2.060% | 36.37 Mil | |
| Sierra Tactical Risk Spectrum 30 Instl
SRTJX
| — | 8.25% | — | — | 1.660% | 36.37 Mil | |
| Schwab® Monthly Income Income Payout
SWLRX
| 5.88% | −1.30% | 1.44% | 0.210% | 58.71 Mil | ||
| SEI Multi-Asset Cap Stability Y (SIMT)
SMLYX
| 7.07% | 2.20% | 2.70% | 0.520% | 517.94 Mil | ||
| SEI Multi-Asset Cap Stability F (SIMT)
SCLAX
| 6.97% | 2.10% | 2.60% | 0.620% | 517.94 Mil | ||
| SEI Conservative Strategy I (SAAT)
SICIX
| 6.38% | 1.14% | 2.27% | 1.030% | 31.48 Mil | ||
| SEI Conservative Strategy F (SAAT)
SVSAX
| 6.60% | 1.38% | 2.53% | 0.780% | 31.48 Mil | ||
| SEI Conservative Strategy D (SAAT)
SSTDX
| 5.81% | 0.56% | 1.73% | 1.530% | 31.48 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat S
RCLSX
| 5.91% | −1.60% | 1.27% | 0.800% | 77.13 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R5
RCLVX
| 5.57% | −1.96% | 0.92% | 1.170% | 77.13 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R4
RCLUX
| 5.74% | −1.73% | 1.15% | 0.920% | 77.13 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R1
RCLRX
| 6.03% | −1.51% | 1.40% | 0.670% | 77.13 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat C
RCLCX
| 4.90% | −2.52% | 0.34% | 1.740% | 77.13 Mil |