| Top 25 Conservative Allocation Funds |
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| Fund Name | Ticker Symbol |
Category | Star Rating |
Load | Minimum Investment |
1yr Rtn |
3yr Rtn |
5yr Rtn |
*10yr Rtn |
| Hussman Strategic Total Return | HSTRX | CA | ![]() |
--- | 1000 | 15.17 | 8.84 | 7.41 | --- |
| API Efficient Frontier Income A LW | APIUX.LW | CA | ![]() |
--- | 1000 | 69.73 | 7.85 | 5.13 | 4.59 |
| API Efficient Frontier Income A | APIUX | CA | ![]() |
5.75 | 1000 | 69.73 | 7.85 | 5.13 | 4.59 |
| Permanent Portfolio | PRPFX | CA | ![]() |
--- | 1000 | 37.00 | 7.57 | 8.70 | 9.51 |
| Berwyn Income | BERIX | CA | ![]() |
--- | 3000 | 35.53 | 7.34 | 6.68 | 8.16 |
| API Efficient Frontier Income C | AFFIX | CA | ![]() |
--- | 1000 | 68.66 | 6.88 | 4.10 | --- |
| Direxion Spectrum Select Alternative Svc | SFHYX | CA | ![]() |
--- | 25000 | 30.99 | 5.07 | 4.72 | --- |
| Waddell & Reed InvestEd Cnsrv A | WICAX | CA | ![]() |
4.25 | 500 | 7.14 | 4.96 | 4.77 | --- |
| Waddell & Reed InvestEd Cnsrv A LW | WICAX.LW | CA | ![]() |
--- | 500 | 7.14 | 4.96 | 4.77 | --- |
| RidgeWorth Conservative Allc Strat I | SCCTX | CA | ![]() |
--- | 0 | 23.88 | 4.95 | 5.06 | --- |
| SST Multi-Managed Income/Equity 1 | FVUSA000N6 | CA | ![]() |
--- | 0 | 34.74 | 4.89 | 5.32 | --- |
| SST Multi-Managed Income/Equity 1 | FVUSA000N6 | CA | ![]() |
--- | 0 | 34.74 | 4.89 | 5.32 | --- |
| SST Multi-Managed Income/Equity 2 | FVUSA0017G | CA | ![]() |
--- | 0 | 34.48 | 4.74 | 5.15 | --- |
| SST Multi-Managed Income/Equity 2 | FVUSA0017G | CA | ![]() |
--- | 0 | 34.48 | 4.74 | 5.15 | --- |
| SST Multi-Managed Inc/Eq 3 | FVUSA04B8C | CA | ![]() |
--- | 0 | 34.37 | 4.64 | 5.06 | --- |
| SST Multi-Managed Inc/Eq 3 | FVUSA04B8C | CA | ![]() |
--- | 0 | 34.37 | 4.64 | 5.06 | --- |
| RidgeWorth Conservative Allc Strat A | SVCAX | CA | ![]() |
4.75 | 2000 | 23.46 | 4.63 | 4.74 | --- |
| RidgeWorth Conservative Allc Strat A LW | SVCAX.LW | CA | ![]() |
--- | 2000 | 23.46 | 4.63 | 4.74 | --- |
| Janus Smart Portfolio Conservative J | JSPCX | CA | ![]() |
--- | 2500 | 32.13 | 4.31 | --- | --- |
| PL Port Optimization Cnsrv 529 MT A | MPAAX | CA | ![]() |
5.50 | 500 | 26.73 | 4.26 | 4.30 | --- |
| PL Port Optimization Conservative A | POAAX | CA | ![]() |
5.50 | 1000 | 26.73 | 4.26 | 4.30 | --- |
| RidgeWorth Conservative Allc Strat B | SCCBX | CA | ![]() |
--- | 5000 | 22.93 | 4.16 | 4.26 | --- |
| PL Port Optimization Conservative R | POARX | CA | ![]() |
--- | 0 | 26.45 | 4.00 | --- | --- |
| AARP Conservative | AACNX | CA | ![]() |
--- | 100 | 21.35 | 3.98 | --- | --- |
| Delaware Foundation Cnsrv Allc I | DFIIX | CA | ![]() |
--- | 1000000 | 35.65 | 3.96 | 5.32 | 4.26 |