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 Admiral™
VWIAX
| 7.67% | 1.39% | 4.56% | 0.160% | 50.36 Bil | ||
| Vanguard Wellesley® Income Inv
VWINX
| 7.58% | 1.32% | 4.49% | 0.230% | 50.36 Bil | ||
| Hartford Balanced Income I
HBLIX
| 7.94% | 1.75% | 5.02% | 0.630% | 12.34 Bil | ||
| Hartford Balanced Income R6
HBLVX
| 8.00% | 1.83% | 5.09% | 0.550% | 12.34 Bil | ||
| Hartford Balanced Income C
HBLCX
| 6.84% | 0.73% | 3.97% | 1.630% | 12.34 Bil | ||
| Hartford Balanced Income Y
HBLYX
| 7.88% | 1.72% | 4.98% | 0.660% | 12.34 Bil | ||
| Hartford Balanced Income F
HBLFX
| 8.03% | 1.84% | 5.11% | 0.550% | 12.34 Bil | ||
| Hartford Balanced Income R5
HBLTX
| 7.94% | 1.74% | 5.00% | 0.650% | 12.34 Bil | ||
| Hartford Balanced Income R4
HBLSX
| 7.56% | 1.43% | 4.68% | 0.950% | 12.34 Bil | ||
| Hartford Balanced Income R3
HBLRX
| 7.25% | 1.11% | 4.37% | 1.250% | 12.34 Bil | ||
| Hartford Balanced Income A
HBLAX
| 7.69% | 1.50% | 4.76% | 0.880% | 12.34 Bil | ||
| BlackRock Multi-Asset Income Portfolio K
BKMIX
| 9.52% | 1.32% | 3.91% | 0.520% | 10.85 Bil | ||
| BlackRock Multi-Asset Income Investor A
BAICX
| 9.30% | 1.04% | 3.60% | 0.820% | 10.85 Bil | ||
| BlackRock Multi-Asset Income Investor C
BCICX
| 8.39% | 0.26% | 2.83% | 1.570% | 10.85 Bil | ||
| BlackRock Multi-Asset Income Instl
BIICX
| 9.57% | 1.27% | 3.87% | 0.570% | 10.85 Bil | ||
| Vanguard LifeStrategy Cnsrv Gr Inv
VSCGX
| 9.61% | 0.85% | 4.52% | 0.120% | 10.08 Bil | ||
| Vanguard Tax-Managed Balanced Adm
VTMFX
| 14.29% | 4.94% | 8.13% | 0.090% | 9.56 Bil | ||
| JPMorgan Income Builder R6
JNBZX
| 9.39% | 0.70% | 3.90% | 0.520% | 8.64 Bil | ||
| JPMorgan Income Builder I
JNBSX
| 9.30% | 0.62% | 3.81% | 0.600% | 8.64 Bil | ||
| JPMorgan Income Builder A
JNBAX
| 9.16% | 0.47% | 3.64% | 0.750% | 8.64 Bil | ||
| JPMorgan Income Builder C
JNBCX
| 8.63% | −0.04% | 3.14% | 1.250% | 8.64 Bil | ||
| American Funds Cnsrv Gr & Inc ABLE-A
CIPGX
| 10.70% | 3.46% | 5.84% | 0.520% | 7.53 Bil | ||
| American Funds Cnsrv Gr & Inc F-2
INPEX
| 10.87% | 3.58% | 6.00% | 0.390% | 7.53 Bil | ||
| American Funds Cnsrv Gr & Inc F-1
INPFX
| 10.51% | 3.32% | 5.71% | 0.650% | 7.53 Bil | ||
| American Funds Cnsrv Gr & Inc R-2
RINBX
| 9.81% | 2.57% | 4.97% | 1.370% | 7.53 Bil |