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
AlphaCentric Real Income Fund Class A
SIIAX
−1.16%6.03%1.88%1.760%$31.00M
 AlphaCentric Real Income Fund Class C
SIICX
−1.85%5.26%1.13%2.510%$31.00M
 AlphaCentric Real Income Fund Class I
SIIIX
−0.85%6.32%2.16%1.510%$31.00M
 American Century Investments One Choice Portfolio®: Very Conservative Investor Class
AONIX
2.49%7.33%2.30%0.710%$337.22M
 American Century Investments One Choice Portfolio®: Very Conservative R Class
AORHX
1.99%6.79%1.79%1.210%$337.22M
 Aristotle Multi-Asset Income Fund Class A
POAAX
2.94%8.16%1.98%1.140%$110.02M
 Aristotle Multi-Asset Income Fund Class C
POACX
2.12%7.35%1.22%1.890%$110.02M
 Aristotle Multi-Asset Income Fund Class I2
PLCDX
3.15%8.41%2.24%0.890%$110.02M
 Atlas U.S. Tactical Income Fund Class A
ATLAX
−2.75%8.42%−0.07%1.880%$72.52M
 Atlas U.S. Tactical Income Fund Class C
ATLCX
−3.58%7.62%−0.83%2.630%$72.52M
 Ave Maria Bond Fund
AVEFX
2.32%5.77%2.99%0.400%$810.05M
 BlackRock 20/80 Target Allocation Fund Class K
BKCPX
2.93%8.78%2.30%0.310%$443.80M
 BlackRock 20/80 Target Allocation Fund Institutional Shares
BICPX
2.83%8.73%2.26%0.330%$443.80M
 BlackRock 20/80 Target Allocation Fund Investor A Shares
BACPX
2.52%8.38%1.93%0.670%$443.80M
 BlackRock 20/80 Target Allocation Fund Investor C Shares
BCCPX
1.79%7.57%1.19%1.400%$443.80M
 BlackRock 20/80 Target Allocation Fund R Shares
BRCPX
2.27%8.06%1.64%0.960%$443.80M
 BlackRock Managed Income Fund Class K Shares
BLDRX
1.50%7.70%3.34%0.400%$852.56M
 BlackRock Managed Income Fund Institutional Shares
BLDIX
1.54%7.69%3.30%0.450%$852.56M
 BlackRock Managed Income Fund Investor A Shares
BLADX
1.30%7.39%3.04%0.700%$852.56M
 BlackRock Managed Income Fund Investor C Shares
BMICX
0.46%6.60%2.27%1.450%$852.56M
 Columbia Capital Allocation Conservative Portfolio Class A
ABDAX
3.00%8.43%2.22%0.950%$140.63M
 Columbia Capital Allocation Conservative Portfolio Class C
RPCCX
2.24%7.64%1.44%1.700%$140.63M
 Columbia Capital Allocation Conservative Portfolio Institutional Class
CBVZX
3.27%8.71%2.48%0.700%$140.63M
 Columbia Income Builder Fund Class A
RBBAX
3.85%9.41%2.69%0.960%$789.25M
 Columbia Income Builder Fund Class C
RBBCX
3.06%8.58%1.91%1.710%$789.25M

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