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
−0.42%7.20%2.01%1.760%$30.49M
 AlphaCentric Real Income Fund Class C
SIICX
−1.17%6.41%1.25%2.510%$30.49M
 AlphaCentric Real Income Fund Class I
SIIIX
−0.17%7.49%2.29%1.510%$30.49M
 American Century Investments One Choice Portfolio®: Very Conservative Investor Class
AONIX
2.66%8.04%2.32%0.710%$339.68M
 American Century Investments One Choice Portfolio®: Very Conservative R Class
AORHX
2.17%7.50%1.81%1.210%$339.68M
 Aristotle Multi-Asset Income Fund Class A
POAAX
2.58%8.85%2.01%1.140%$110.44M
 Aristotle Multi-Asset Income Fund Class C
POACX
1.84%8.06%1.26%1.890%$110.44M
 Aristotle Multi-Asset Income Fund Class I2
PLCDX
2.80%9.10%2.27%0.890%$110.44M
 Atlas U.S. Tactical Income Fund Class A
ATLAX
−2.34%10.16%0.08%1.880%$73.51M
 Atlas U.S. Tactical Income Fund Class C
ATLCX
−3.05%9.34%−0.66%2.630%$73.51M
 Ave Maria Bond Fund
AVEFX
3.49%6.63%3.27%0.400%$820.34M
 BlackRock 20/80 Target Allocation Fund Class K
BKCPX
2.60%9.64%2.31%0.310%$445.63M
 BlackRock 20/80 Target Allocation Fund Institutional Shares
BICPX
2.58%9.62%2.29%0.330%$445.63M
 BlackRock 20/80 Target Allocation Fund Investor A Shares
BACPX
2.18%9.21%1.94%0.670%$445.63M
 BlackRock 20/80 Target Allocation Fund Investor C Shares
BCCPX
1.45%8.41%1.18%1.400%$445.63M
 BlackRock 20/80 Target Allocation Fund R Shares
BRCPX
1.93%8.93%1.64%0.960%$445.63M
 BlackRock Managed Income Fund Class K Shares
BLDRX
1.73%8.50%3.42%0.400%$857.65M
 BlackRock Managed Income Fund Institutional Shares
BLDIX
1.57%8.42%3.36%0.450%$857.65M
 BlackRock Managed Income Fund Investor A Shares
BLADX
1.43%8.19%3.13%0.700%$857.65M
 BlackRock Managed Income Fund Investor C Shares
BMICX
0.59%7.35%2.33%1.450%$857.65M
 Columbia Capital Allocation Conservative Portfolio Class A
ABDAX
2.59%9.22%2.28%0.950%$141.07M
 Columbia Capital Allocation Conservative Portfolio Class C
RPCCX
1.83%8.44%1.53%1.700%$141.07M
 Columbia Capital Allocation Conservative Portfolio Institutional Class
CBVZX
2.85%9.51%2.54%0.700%$141.07M
 Columbia Income Builder Fund Class A
RBBAX
4.02%10.36%2.84%0.960%$791.72M
 Columbia Income Builder Fund Class C
RBBCX
3.23%9.53%2.08%1.710%$791.72M

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