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
7.30%7.27%4.06%1.760%$37.41M
 AlphaCentric Real Income Fund Class C
SIICX
6.52%6.48%3.29%2.510%$37.41M
 AlphaCentric Real Income Fund Class I
SIIIX
7.61%7.54%4.35%1.510%$37.41M
 American Century Investments One Choice Portfolio®: Very Conservative Investor Class
AONIX
6.55%7.21%2.67%0.710%$348.79M
 American Century Investments One Choice Portfolio®: Very Conservative R Class
AORHX
6.03%6.67%2.18%1.210%$348.79M
 Aristotle Multi-Asset Income Fund Class A
POAAX
7.83%8.25%2.41%1.140%$116.49M
 Aristotle Multi-Asset Income Fund Class C
POACX
7.11%7.44%1.65%1.890%$116.49M
 Aristotle Multi-Asset Income Fund Class I2
PLCDX
8.16%8.52%2.68%0.890%$116.49M
 Atlas U.S. Tactical Income Fund Class A
ATLAX
—6.32%8.73%1.09%1.880%$78.04M
 Atlas U.S. Tactical Income Fund Class C
ATLCX
—5.66%7.97%0.31%2.630%$78.04M
 Ave Maria Bond Fund
AVEFX
4.58%5.82%3.10%0.400%$809.44M
 BlackRock 20/80 Target Allocation Fund Class K
BKCPX
8.08%8.58%2.75%0.310%$457.63M
 BlackRock 20/80 Target Allocation Fund Institutional Shares
BICPX
8.16%8.59%2.72%0.330%$457.63M
 BlackRock 20/80 Target Allocation Fund Investor A Shares
BACPX
7.66%8.17%2.37%0.670%$457.63M
 BlackRock 20/80 Target Allocation Fund Investor C Shares
BCCPX
6.92%7.39%1.61%1.400%$457.63M
 BlackRock 20/80 Target Allocation Fund R Shares
BRCPX
7.33%7.85%2.05%0.960%$457.63M
 BlackRock Managed Income Fund Class K Shares
BLDRX
6.21%7.88%3.89%0.400%$883.99M
 BlackRock Managed Income Fund Institutional Shares
BLDIX
6.16%7.79%3.83%0.450%$883.99M
 BlackRock Managed Income Fund Investor A Shares
BLADX
5.80%7.53%3.57%0.700%$883.99M
 BlackRock Managed Income Fund Investor C Shares
BMICX
5.14%6.74%2.80%1.450%$883.99M
 Columbia Capital Allocation Conservative Portfolio Class A
ABDAX
8.00%8.29%2.51%0.950%$148.06M
 Columbia Capital Allocation Conservative Portfolio Class C
RPCCX
7.24%7.50%1.75%1.700%$148.06M
 Columbia Capital Allocation Conservative Portfolio Institutional Class
CBVZX
8.38%8.56%2.79%0.700%$148.06M
 Columbia Income Builder Fund Class A
RBBAX
10.06%9.05%3.25%0.960%$826.38M
 Columbia Income Builder Fund Class C
RBBCX
9.19%8.23%2.47%1.710%$826.38M

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