Best Conservative Allocation Mutual Funds

Conservative Allocation funds hold a majority of assets in bonds and cash, with a smaller equity allocation — typically under 50% stocks. Designed for capital preservation with modest growth, these funds suit investors with shorter time horizons or lower risk tolerance.

1 fund in this category

Fund NameSymbolFund FamilyExp. Ratio1Y Return3Y Return5Y ReturnAUMVolatility
Vanguard Wellesley Income FundVWINXVanguard0.00%+8.63%+8.35%+3.97%$48.2K5.17%

Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.