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
−0.13%6.43%2.51%1.760%$32.15M
 AlphaCentric Real Income Fund Class C
SIICX
−0.94%5.61%1.73%2.510%$32.15M
 AlphaCentric Real Income Fund Class I
SIIIX
0.12%6.70%2.77%1.510%$32.15M
 American Century Investments One Choice Portfolio®: Very Conservative Investor Class
AONIX
2.05%7.12%2.29%0.710%$337.15M
 American Century Investments One Choice Portfolio®: Very Conservative R Class
AORHX
1.56%6.61%1.80%1.210%$337.15M
 Aristotle Multi-Asset Income Fund Class A
POAAX
2.42%7.90%1.95%1.140%$110.41M
 Aristotle Multi-Asset Income Fund Class C
POACX
1.76%7.14%1.20%1.890%$110.41M
 Aristotle Multi-Asset Income Fund Class I2
PLCDX
2.62%8.15%2.19%0.890%$110.41M
 Atlas U.S. Tactical Income Fund Class A
ATLAX
−3.12%7.66%−0.20%1.880%$72.33M
 Atlas U.S. Tactical Income Fund Class C
ATLCX
−3.82%6.87%−0.96%2.630%$72.33M
 Ave Maria Bond Fund
AVEFX
1.06%5.39%2.88%0.400%$803.04M
 BlackRock 20/80 Target Allocation Fund Class K
BKCPX
2.84%8.62%2.35%0.310%$443.70M
 BlackRock 20/80 Target Allocation Fund Institutional Shares
BICPX
2.82%8.60%2.32%0.330%$443.70M
 BlackRock 20/80 Target Allocation Fund Investor A Shares
BACPX
2.43%8.21%1.96%0.670%$443.70M
 BlackRock 20/80 Target Allocation Fund Investor C Shares
BCCPX
1.70%7.41%1.22%1.400%$443.70M
 BlackRock 20/80 Target Allocation Fund R Shares
BRCPX
2.09%7.89%1.66%0.960%$443.70M
 BlackRock Managed Income Fund Class K Shares
BLDRX
1.17%7.50%3.32%0.400%$852.78M
 BlackRock Managed Income Fund Institutional Shares
BLDIX
1.01%7.46%3.24%0.450%$852.78M
 BlackRock Managed Income Fund Investor A Shares
BLADX
0.76%7.20%2.98%0.700%$852.78M
 BlackRock Managed Income Fund Investor C Shares
BMICX
0.03%6.40%2.23%1.450%$852.78M
 Columbia Capital Allocation Conservative Portfolio Class A
ABDAX
2.79%8.31%2.20%0.950%$143.13M
 Columbia Capital Allocation Conservative Portfolio Class C
RPCCX
2.03%7.48%1.42%1.700%$143.13M
 Columbia Capital Allocation Conservative Portfolio Institutional Class
CBVZX
3.05%8.59%2.45%0.700%$143.13M
 Columbia Income Builder Fund Class A
RBBAX
3.43%9.02%2.65%0.960%$791.73M
 Columbia Income Builder Fund Class C
RBBCX
2.64%8.20%1.89%1.710%$791.73M

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