🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-130 🡆
| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | LSV Conservative Value Equity Fund Investor Class (LVAVX) | The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for ...Detailed Profile | $13.51 | 21.95% | 0.6% | |||
| 2. | Principal Strategic Asset Management Conservative Growth Fund R-5 Class (PCWPX) | The fund works with an aim to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and ...Detailed Profile | $21.15 | 15.05% | 1.08% | |||
| 3. | Principal Strategic Asset Management Conservative Growth Fund Class A (SAGPX) | The mutual fund is designed to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and ...Detailed Profile | $21.88 | 15.01% | 1.15% | |||
| 4. | Principal Strategic Asset Management Conservative Growth Fund R-3 Class (PCGPX) | The fund investment aims to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and ...Detailed Profile | $20.9 | 14.82% | 1.39% | |||
| 5. | Principal Strategic Asset Management Conservative Growth Fund Class J (PCGJX) | The mutual fund is designed to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and ...Detailed Profile | $20.95 | 14.05% | 1.02% | |||
| 6. | American Funds Conservative Growth and Income Portfolio Class R-6 (RINGX) | The investment seeks current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different combinations ...Detailed Profile | $13.99 | 9.86% | 0.29% | |||
| 7. | QS Conservative Growth Fund Class I (LMEIX) | The investment seeks balance of growth of capital and income. The fund is a fund of funds ¢ € ”it invests in other mutual funds and ETFs. It organizes ...Detailed Profile | $15.99 | 9.6% | 0.87% | |||
| 8. | American Funds Conservative Growth and Income Portfolio Class R-5E (RGOFX) | The fund investment attempts current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different ...Detailed Profile | $13.94 | 9.57% | 0.44% | |||
| 9. | American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-3 (TYIFX) | The fund investment attempts current income, a portion of which is exempt from regular federal income tax, while secondarily striving for long-term growth ...Detailed Profile | $16.06 | 9.27% | 0.33% | |||
| 10. | American Century Strategic Allocation: Conservative Fund R6 Class (AACDX) | The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments ...Detailed Profile | $6.44 | 9.23% | 0.51% | |||
| 11. | American Funds Conservative Growth and Income Portfolio Class R-2E (RNBEX) | The investment seeks current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different combinations ...Detailed Profile | $13.94 | 9.22% | 1.11% | |||
| 12. | American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-2 (TXIFX) | The fund investment attempts current income, a portion of which is exempt from regular federal income tax, while secondarily striving for long-term growth ...Detailed Profile | $16.07 | 9.22% | 0.43% | |||
| 13. | AB Conservative Wealth Strategy Advisor Class (ABPYX) | The mutual fund is designed to achieve a high total return without, in the opinion of the Adviser, undue risk to principal. The Adviser allocates the ...Detailed Profile | $13.83 | 9.12% | 1.06% | |||
| 14. | American Funds Conservative Growth and Income Portfolio Class R-2 (RINBX) | The investment seeks current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different combinations ...Detailed Profile | $13.85 | 9.1% | 1.35% | |||
| 15. | QS Conservative Growth Fund Class R (LLARX) | The investment seeks balance of growth of capital and income. The fund is a fund of funds ¢ € ”it invests in other mutual funds and ETFs. It organizes ...Detailed Profile | $16.02 | 9.09% | 1.52% | |||
| 16. | American Funds Tax-Aware Conservative Growth and Income Portfolio Class A (TAIAX) | The investment seeks current income, a portion of which is exempt from regular federal income tax, while secondarily striving for long-term growth of ...Detailed Profile | $16.04 | 9.05% | 0.66% | |||
| 17. | AB Conservative Wealth Strategy Class A (ABPAX) | The fund investment aims to achieve a high total return without, in the opinion of the Adviser, undue risk to principal. The Adviser allocates the ...Detailed Profile | $13.75 | 9% | 1.31% | |||
| 18. | Principal Strategic Asset Management Conservative Balanced Fund Class J (PCBJX) | The mutual fund is designed to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a ...Detailed Profile | $13.74 | 8.97% | 0.99% | |||
| 19. | American Century Strategic Allocation: Conservative Fund A Class (ACCAX) | The investment seeks the highest level of total return consistent with its asset mix. The fund's asset allocation strategy diversifies investments ...Detailed Profile | $6.42 | 8.93% | 1.11% | |||
| 20. | American Funds Conservative Growth and Income Portfolio Class R-1 (RNCAX) | The fund investment attempts current income and, secondarily, long-term growth of capital. The fund invests in a mix of American Funds in different ...Detailed Profile | $13.86 | 8.93% | 1.4% | |||
🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-130 🡆
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