Morningstar

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.
Screen With Investor
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
American Century Investments One Choice Portfolio®: Very Conservative Investor Class
AONIX
3.09%7.23%2.24%0.710%$337.38M
 American Century Investments One Choice Portfolio®: Very Conservative R Class
AORHX
2.59%6.70%1.75%1.210%$337.38M
 Aristotle Multi-Asset Income Fund Class A
POAAX
3.13%8.13%2.01%1.140%$109.58M
 Aristotle Multi-Asset Income Fund Class C
POACX
2.35%7.29%1.24%1.890%$109.58M
 Aristotle Multi-Asset Income Fund Class I2
PLCDX
3.37%8.35%2.26%0.890%$109.58M
 Atlas U.S. Tactical Income Fund Class A
ATLAX
−1.20%8.29%0.14%1.880%$73.31M
 Atlas U.S. Tactical Income Fund Class C
ATLCX
−1.94%7.47%−0.63%2.630%$73.31M
 Ave Maria Bond Fund
AVEFX
4.42%6.20%3.34%0.400%$824.61M
 BlackRock 20/80 Target Allocation Fund Class K
BKCPX
2.60%8.59%2.22%0.310%$441.10M
 BlackRock 20/80 Target Allocation Fund Institutional Shares
BICPX
2.49%8.57%2.18%0.330%$441.10M
 BlackRock 20/80 Target Allocation Fund Investor A Shares
BACPX
2.27%8.22%1.84%0.670%$441.10M
 BlackRock 20/80 Target Allocation Fund Investor C Shares
BCCPX
1.54%7.41%1.10%1.400%$441.10M
 BlackRock 20/80 Target Allocation Fund R Shares
BRCPX
1.93%7.86%1.55%0.960%$441.10M
 BlackRock Managed Income Fund Class K Shares
BLDRX
2.31%7.62%3.37%0.400%$855.27M
 BlackRock Managed Income Fund Institutional Shares
BLDIX
2.36%7.61%3.33%0.450%$855.27M
 BlackRock Managed Income Fund Investor A Shares
BLADX
2.01%7.31%3.07%0.700%$855.27M
 BlackRock Managed Income Fund Investor C Shares
BMICX
1.36%6.52%2.30%1.450%$855.27M
 Columbia Capital Allocation Conservative Portfolio Class A
ABDAX
3.00%8.31%2.25%0.950%$140.23M
 Columbia Capital Allocation Conservative Portfolio Class C
RPCCX
2.24%7.53%1.47%1.700%$140.23M
 Columbia Capital Allocation Conservative Portfolio Institutional Class
CBVZX
3.16%8.59%2.49%0.700%$140.23M
 Columbia Income Builder Fund Class A
RBBAX
5.17%9.40%2.84%0.960%$789.45M
 Columbia Income Builder Fund Class C
RBBCX
4.44%8.56%2.08%1.710%$789.45M
 Columbia Income Builder Fund Class R
CBURX
5.04%9.14%2.60%1.210%$789.45M
 Columbia Income Builder Fund Institutional 2 Class
CKKRX
5.51%9.70%3.12%0.690%$789.45M
 Columbia Income Builder Fund Institutional 3 Class
CIBYX
5.56%9.73%3.16%0.650%$789.45M

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