Best Mutual Funds: Top Performing Conservative Income Stock Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing conservative allocation income stock funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Permanent Portfolio PRPFX 10.24% 8% 17,092,693,723 0.71%
James Balanced: Golden Rainbow GLRBX 8.49% 8% 1,736,457,246 1.07%
Franklin Income FBICX 8.02% 13% 69,276,782,565 1.49%
Berwyn Income BERIX 7.81% 7% 1,471,071,216 0.65%
T. Rowe Price Personal Strat Income PRSIX 7.52% 10% 1,095,806,445 0.48%
Vanguard Wellesley Income VWIAX 7.13% 7% 32,414,440,557 0.18%
Goldman Sachs Income Builder GSBFX 7.08% 11% 135,601,692 1.05%
Thrivent Diversified Income Plus AAHYX 7.07% 11% 328,774,952 0.97%
Delaware Foundation Conservative Allocation DFIAX 6.97% 8% 150,587,324 1.13%
Manning & Napier Pro-Blend Mod Term EXBAX 6.88% 9% 1,339,684,270 1.07%
Franklin Templeton Conservative Allocation FTCIX 6.66% 8% 1,508,349,859 0.50%
Vanguard Tax-Managed Balanced VTMFX 6.63% 8% 1,005,702,324 0.12%
Principal SAM Conservative SAIPX 6.63% 9% 1,241,730,826 0.70%
MFS Conservative Allocation MACFX 6.51% 8% 2,109,803,074 0.31%
Vanguard LifeStrategy Conservative Growth VSCGX 6.21% 8% 7,422,414,618 0.00%
MEMBERS Diversified Income MBLAX 6.16% 8% 102,502,254 1.10%
Russell LifePoints Moderate Strategy RMLSX 6.05% 9% 1,008,704,475 0.31%
Hussman Strategic Total Return HSTRX 5.93% 4% 2,295,390,222 0.63%
Putnam Dynamic Asset Allocation Conservative PACAX 5.82% 9% 553,165,029 1.07%
Manning & Napier Pro-Blend Conservative EXDAX 5.80% 5% 1,344,148,843 0.88%
Timothy Plan Conservative Growth TCGAX 5.55% 12% 48,673,088 1.11%
Nuveen Strategy Conservative Allocation FSFBX 5.32% 9% 136,262,345 1.15%

 


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