Top 25 Conservative Allocation Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-23
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
*10 year return calculated as of 2009-10-31