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 Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund | VWINX | Vanguard | 0.00% | +8.63% | +8.35% | +3.97% | $48.2K | 5.17% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.
