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
| 6.70% | −0.81% | 2.76% | 1.060% | 9.39 Mil | ||
| Voya Solution Conservative Port S
ICGSX
| 6.76% | −0.68% | 2.89% | 0.910% | 9.39 Mil | ||
| Voya Solution Conservative Port R6
VYRPX
| 7.23% | −0.38% | 3.17% | 0.660% | 9.39 Mil | ||
| Voya Solution Conservative Port I
ICGIX
| 7.06% | −0.41% | 3.15% | 0.660% | 9.39 Mil | ||
| Voya Solution Conservative Port A
ICGAX
| 6.54% | −0.91% | 2.63% | 1.160% | 9.39 Mil | ||
| Voya Retirement Conservative Port I
IRCPX
| 6.75% | −0.64% | 3.12% | 0.620% | 277.13 Mil | ||
| Voya Retirement Conservative Port A
IRCAX
| 6.58% | −0.91% | 2.84% | 0.870% | 277.13 Mil | ||
| Victory Cornerstone Conservative
USCCX
| 7.99% | 0.35% | 3.26% | 0.570% | 205.08 Mil | ||
| Vanguard LifeStrategy Income Inv
VASIX
| 5.96% | −1.32% | 1.88% | 0.110% | 3.95 Bil | ||
| Thrivent Diversified Income Plus S
THYFX
| 7.70% | 0.25% | 3.16% | 0.700% | 973.38 Mil | ||
| Thrivent Diversified Income Plus A
AAHYX
| 7.33% | −0.05% | 2.87% | 0.950% | 973.38 Mil | ||
| Sound Enhanced Fixed Income ETF
FXED
| 11.66% | 1.08% | — | 2.330% | 37.10 Mil | ||
| Sierra Tactical Risk Spectrum 30 Inv
SRTNX
| — | 8.03% | — | — | 2.060% | 36.32 Mil | |
| Sierra Tactical Risk Spectrum 30 Instl
SRTJX
| — | 8.03% | — | — | 1.660% | 36.32 Mil | |
| Schwab® Monthly Income Income Payout
SWLRX
| 5.53% | −1.49% | 1.36% | 0.210% | 58.59 Mil | ||
| SEI Multi-Asset Cap Stability Y (SIMT)
SMLYX
| 6.96% | 2.14% | 2.64% | 0.520% | 516.89 Mil | ||
| SEI Multi-Asset Cap Stability F (SIMT)
SCLAX
| 6.86% | 2.03% | 2.54% | 0.620% | 516.89 Mil | ||
| SEI Conservative Strategy I (SAAT)
SICIX
| 6.17% | 1.05% | 2.21% | 1.030% | 31.43 Mil | ||
| SEI Conservative Strategy F (SAAT)
SVSAX
| 6.49% | 1.29% | 2.48% | 0.780% | 31.43 Mil | ||
| SEI Conservative Strategy D (SAAT)
SSTDX
| 5.60% | 0.47% | 1.67% | 1.530% | 31.43 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat S
RCLSX
| 5.91% | −1.70% | 1.21% | 0.800% | 76.78 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R5
RCLVX
| 5.46% | −2.10% | 0.82% | 1.170% | 76.78 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R4
RCLUX
| 5.87% | −1.83% | 1.09% | 0.920% | 76.78 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat R1
RCLRX
| 6.03% | −1.61% | 1.34% | 0.670% | 76.78 Mil | ||
| Russell Inv Lifepoints Cnsrv Strat C
RCLCX
| 4.91% | −2.66% | 0.23% | 1.740% | 76.78 Mil |