Moderately Conservative Allocation Funds
Moderately conservative funds prioritize preservation of capital over appreciation. They typically expect volatility similar to a strategic equity exposure between 30% and 50%.
|
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
|
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley® Income Inv
VWINX
| 7.37% | 0.87% | 4.20% | 0.230% | 50.36 Bil | ||
| Vanguard Wellesley® Income Admiral™
VWIAX
| 7.46% | 0.95% | 4.27% | 0.160% | 50.36 Bil | ||
| Hartford Balanced Income I
HBLIX
| 8.23% | 1.36% | 4.78% | 0.630% | 12.28 Bil | ||
| Hartford Balanced Income R6
HBLVX
| 8.27% | 1.44% | 4.85% | 0.550% | 12.28 Bil | ||
| Hartford Balanced Income C
HBLCX
| 7.11% | 0.34% | 3.73% | 1.630% | 12.28 Bil | ||
| Hartford Balanced Income F
HBLFX
| 8.24% | 1.42% | 4.84% | 0.550% | 12.28 Bil | ||
| Hartford Balanced Income Y
HBLYX
| 8.16% | 1.31% | 4.74% | 0.660% | 12.28 Bil | ||
| Hartford Balanced Income A
HBLAX
| 7.89% | 1.09% | 4.51% | 0.880% | 12.28 Bil | ||
| Hartford Balanced Income R5
HBLTX
| 8.15% | 1.32% | 4.74% | 0.650% | 12.28 Bil | ||
| Hartford Balanced Income R3
HBLRX
| 7.53% | 0.71% | 4.11% | 1.250% | 12.28 Bil | ||
| Hartford Balanced Income R4
HBLSX
| 7.84% | 1.02% | 4.43% | 0.950% | 12.28 Bil | ||
| BlackRock Multi-Asset Income Portfolio K
BKMIX
| 10.05% | 1.09% | 3.83% | 0.520% | 10.81 Bil | ||
| BlackRock Multi-Asset Income Investor A
BAICX
| 9.73% | 0.79% | 3.51% | 0.820% | 10.81 Bil | ||
| BlackRock Multi-Asset Income Investor C
BCICX
| 8.91% | 0.03% | 2.74% | 1.570% | 10.81 Bil | ||
| BlackRock Multi-Asset Income Instl
BIICX
| 9.88% | 1.02% | 3.78% | 0.570% | 10.81 Bil | ||
| Vanguard LifeStrategy Cnsrv Gr Inv
VSCGX
| 9.28% | 0.34% | 4.23% | 0.120% | 10.08 Bil | ||
| Vanguard Tax-Managed Balanced Adm
VTMFX
| 14.02% | 4.30% | 7.94% | 0.090% | 9.56 Bil | ||
| JPMorgan Income Builder I
JNBSX
| 9.92% | 0.31% | 3.66% | 0.600% | 8.59 Bil | ||
| JPMorgan Income Builder R6
JNBZX
| 10.01% | 0.37% | 3.75% | 0.520% | 8.59 Bil | ||
| JPMorgan Income Builder C
JNBCX
| 9.13% | −0.35% | 2.98% | 1.250% | 8.59 Bil | ||
| JPMorgan Income Builder A
JNBAX
| 9.77% | 0.13% | 3.49% | 0.750% | 8.59 Bil | ||
| American Funds Cnsrv Gr & Inc F-2
INPEX
| 11.06% | 3.10% | 5.81% | 0.390% | 7.50 Bil | ||
| American Funds Cnsrv Gr & Inc ABLE-A
CIPGX
| 10.97% | 2.97% | 5.66% | 0.520% | 7.50 Bil | ||
| American Funds Cnsrv Gr & Inc F-1
INPFX
| 10.78% | 2.84% | 5.53% | 0.650% | 7.50 Bil | ||
| American Funds Cnsrv Gr & Inc R-2
RINBX
| 9.97% | 2.11% | 4.78% | 1.370% | 7.50 Bil |