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 2008-05-15
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Wilmington Multi-Manager Real Asset Inst WMRIX CA --- 500000 17.07 16.62 --- ---
Permanent Portfolio PRPFX CA --- 1000 13.51 14.24 13.03 9.25
Hussman Strategic Total Return HSTRX CA --- 1000 16.04 10.89 8.48 ---
Franklin Income Adv FRIAX CA --- 50000 -1.10 10.51 11.59 8.38
Franklin Income A FKINX CA 4.25 1000 -1.24 10.31 11.37 8.24
Franklin Income A Load Waived FKINX.lw CA --- 1000 -1.24 10.31 11.37 8.24
Franklin Income R FISRX CA --- 1000 -1.59 10.02 11.09 ---
Franklin Income B1 FICBX CA --- 1000 -1.37 9.89 10.89 ---
Franklin Income C FCISX CA --- 1000 -1.74 9.84 10.84 7.70
Franklin Income B FBICX CA --- 1000 -1.73 9.55 10.56 ---
Columbia Thermostat Z COTZX CA --- 2500 5.08 9.49 9.84 ---
Columbia Thermostat A Load Waived CTFAX.lw CA --- 2500 4.86 9.23 9.57 ---
Columbia Thermostat A CTFAX CA 5.75 2500 4.86 9.23 9.57 ---
James Balanced: Golden Rainbow GLRBX CA --- 2000 6.06 9.08 10.91 7.17
Federated Capital Income A CAPAX CA 5.50 1500 -0.50 8.89 9.66 0.85
Federated Capital Income A Load Waived CAPAX.lw CA --- 1500 -0.50 8.89 9.66 0.85
Federated Capital Income F CAPFX CA 1.00 1500 -0.49 8.86 9.68 0.86
Columbia Thermostat B CTFBX CA --- 2500 4.31 8.64 8.91 ---
Transamerica Asset Allocation-Conserv A ICLAX CA 5.50 1000 4.44 8.52 8.94 ---
Transamerica Asset Allocation-Conse A LW ICLAX.lw CA --- 1000 4.44 8.52 8.94 ---
Franklin Templeton Conserv Target A FTCIX CA 5.75 1000 3.92 8.46 8.56 6.06
Franklin Templeton Conserv Target A LW FTCIX.lw CA --- 1000 3.92 8.46 8.56 6.06
Columbia Thermostat C CTFDX CA --- 2500 3.97 8.40 8.74 ---
GE Conservative Allocation GECAX CA --- 0 3.95 8.37 7.76 ---
Goldman Sachs Balanced Strat Instl GIPIX CA --- 1000000 1.32 8.35 9.28 5.29
*10 year return calculated as of 2008-04-30