Conservative Allocation Funds
Conservative funds prioritize preservation of capital over appreciation. They typically expect volatility similar to a strategic equity exposure between 15% and 30%.
|
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
|
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Asset Manager 20% M
FTDWX
| 6.09% | 0.07% | 2.73% | 1.030% | 5.30 Bil | ||
| Fidelity Asset Manager 20%
FASIX
| 6.66% | 0.62% | 3.30% | 0.490% | 5.30 Bil | ||
| Fidelity Advisor Asset Manager 20% Z
FIKVX
| 6.70% | 0.63% | 3.32% | 0.460% | 5.30 Bil | ||
| Fidelity Advisor Asset Manager 20% A
FTAWX
| 6.34% | 0.31% | 2.99% | 0.780% | 5.30 Bil | ||
| Fidelity Advisor Asset Manager 20% C
FTCWX
| 5.51% | −0.44% | 2.21% | 1.530% | 5.30 Bil | ||
| Fidelity Advisor Asset Manager 20% I
FTIWX
| 6.61% | 0.56% | 3.23% | 0.530% | 5.30 Bil | ||
| Vanguard LifeStrategy Income Inv
VASIX
| 6.80% | −0.80% | 2.25% | 0.110% | 3.95 Bil | ||
| Principal SAM Flexible Income A
SAUPX
| 8.43% | 0.12% | 3.04% | 1.010% | 2.37 Bil | ||
| Principal SAM Flexible Income J
PFIJX
| 8.53% | 0.26% | 3.21% | 0.850% | 2.37 Bil | ||
| Principal SAM Flexible Income R3
PFIPX
| 8.13% | −0.13% | 2.79% | 1.250% | 2.37 Bil | ||
| Principal SAM Flexible Income R1
PFIGX
| 7.83% | −0.44% | 2.48% | 1.560% | 2.37 Bil | ||
| Principal SAM Flexible Income Inst
PIFIX
| 8.68% | 0.38% | 3.33% | 0.720% | 2.37 Bil | ||
| Principal SAM Flexible Income R5
PFIFX
| 8.47% | 0.16% | 3.11% | 0.940% | 2.37 Bil | ||
| Principal SAM Flexible Income R4
PFILX
| 8.32% | 0.06% | 2.99% | 1.060% | 2.37 Bil | ||
| PIMCO Inflation Response Multi-Asst I2
PPRMX
| 7.78% | 3.51% | 6.18% | 0.790% | 1.77 Bil | ||
| PIMCO Inflation Response Multi-Asst A
PZRMX
| 7.54% | 3.19% | 5.80% | 1.140% | 1.77 Bil | ||
| PIMCO Inflation Response MultiAsst Instl
PIRMX
| 7.95% | 3.65% | 6.28% | 0.690% | 1.77 Bil | ||
| PIMCO Inflation Response Multi-Asst I-3
PFRMX
| 7.84% | — | — | 0.840% | 1.77 Bil | ||
| JHancock Multimanager Lifestyle Cnsrv R6
JULCX
| 7.75% | 0.26% | 3.33% | 0.830% | 1.69 Bil | ||
| JHancock Multimanager Lifestyle Cnsrv R5
JTLRX
| 7.70% | 0.18% | 3.27% | 0.880% | 1.69 Bil | ||
| JHancock Multimanager Lifestyle Cnsrv 1
JILCX
| 7.71% | 0.21% | 3.28% | 0.880% | 1.69 Bil | ||
| JHancock Multimanager Lifestyle Cnsrv R4
JSLCX
| 7.50% | 0.00% | 3.07% | 1.080% | 1.69 Bil | ||
| JHancock Multimanager Lifestyle Cnsrv I
JTOIX
| 7.64% | 0.15% | 3.24% | 0.930% | 1.69 Bil | ||
| Empower Conservative Profile Instl
MXKVX
| 7.22% | 1.19% | 3.96% | 0.420% | 1.23 Bil | ||
| Empower Conservative Profile L
MXIPX
| 6.59% | 0.58% | 3.36% | 1.020% | 1.23 Bil |