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Conservative Mutual Funds

Below is a list of Conservative Mutual Funds. Click on an Mutual Fund to see its details. To filter the list, use the Screener.

Symbol Name Price Market Cap 52 Week High 52 Week Low
OYCIX Invesco Select Risk Conservative Inv-Y 8.47 361.157 8.67 7.836
ONCFX JPMorgan Investor Conservative Growth-I 12.24 3859.039 12.509 11.077
FAZYX Fidelity Adv Multi-Asset Income-M 13.51 2489.555 13.84 12.098
SCMSX SEI Core Market Strategy SAAT-I 11.77 39.586 12.087 10.594
FIQDX Fidelity Adv Strategic Real Return-Z 8.41 503.267 8.5 7.751
RDRPX American Funds Retirement Inc-Cnsrv R2 11.18 1179.535 11.42 10.22
LMGIX Franklin Multi-Asset Defensive Growth-I 12.35 104.91 12.76 11.002
OACIX Invesco Select Risk Conservative Inv-A 8.43 361.589 8.63 7.805
RQRPX American Funds Retirement Inc-Cnsrv R5 11.24 1179.503 11.47 10.225
HCVIX Hartford Conservative Allocation-I 10.61 92.41 10.85 9.533
WMBGX Allspring Spectrum Conseratve Grwth-A 9.39 229.336 9.7 8.549
FFANX Fidelity Asset Manager 40 12.48 2293.649 12.733 11.156
BRMPX BlackRock 40/60 Target Allocation-R 11.98 609.373 12.4 10.782
HAFIX Hartford AARP Balancd Retirement-I 8.81 61.418 9.03 8.155
GUDPX Guggenheim Diversified Income-P\Disc 25.35 8.059 25.37 22.834
TGPCX TCW Conservative Allocation-I 11.34 31.313 11.7 10.117
GSBIX Goldman Sachs Income Builder-Inst 25.02 2305.28 25.59 22.108
BAICX BlackRock Multi-Asset Income-A 9.89 10927.956 10.09 8.881
CSTAX 2027 American Funds College-529F1 11.61 3198.276 11.83 10.748
SWJRX Schwab Monthly Income Target Payout 9.65 33.107 9.96 8.753
MCARX MFS Conservative Allocation-R2 15.84 3852.13 16.19 14.266
SWKRX Schwab Monthly Income Flexible Payout 9.83 61.446 10.14 8.911
FAFWX American Funds Retirement Inc-Cnsrv F1 11.21 1179.516 11.45 10.22
EXBAX Manning & Napier Pro-Blend ModrateTerm-S 13.68 328.487 14.03 12.482
IHAYX Hartford Multi-Asset Income-Y 19.02 594.849 19.45 17.302
TACIX Transamerica AsstAllc Conservative-I 10.18 445.109 10.46 9.103
FTANX Fidelity Asset Manager 30 11.47 2078.995 11.692 10.426
IRMPX Voya Retirement Moderate-A 9.73 675.111 10.01 8.82
FTINX Fidelity Adv Asset Manager 30-I 11.48 2080.807 11.702 10.431
TRIFX Catalyst/SMH Total Return Income-A 4.69 17.508 4.75 3.965
JNBAX JPMorgan Income Builder-A 9.47 8567.718 9.76 8.538
GITTX GuidePath Conservative Allocaton-In\Disc 10.38 422.34 10.46 9.5
MACKX MFS Conservative Allocation-R1 15.71 3852.202 16.07 14.181
JLMOX JHancock Lifestyle Blend Moderate 1 10.38 383.375 10.64 9.276
EKSYX Allspring Diversified Income Builder-Ins 5.66 342.775 5.762 4.948
HBLTX Hartford Balanced Income-R5 14.25 12382.281 14.58 12.775
HAFYX Hartford AARP Balancd Retirement-Y 8.75 61.419 8.98 8.091
JFLJX JPMorgan Investor Conservative Growth-R6 12.24 3862.197 12.496 11.063
BIMPX BlackRock 40/60 Target Allocation-Inst 12.15 609.908 12.56 10.904
WBALX Weitz Conservative Allocation-Inv 16.88 230.82 17.23 15.293
SMSIX SEI Moderate Strategy SAAT-I 11.57 83.382 11.798 10.725
GLRIX James Balanced Golden Rainbow-Inst 20.82 421.957 21.2 18.251
BERIX Carillon Chartwell Income 12.76 284.517 12.9 11.702
UGTAX USAA Growth and Tax Strategy-A 25.62 791.881 26.18 21.852
TPILX TIAA-CREF Lifecycle Retirement Inc-Prem 10.92 430.992 11.13 9.854
SRFNX Sierra Tactical Risk Spectrum 50-Inv 23.13 356.035 23.79 21.154
RNCAX American Funds Conservative Gr & Inc-R1 12.65 7394.823 12.91 11.271
SMOAX SEI Moderate Strategy SAAT-F 11.17 83.382 11.391 10.342
GMMRX Nationwide Investor Destn Mod Cnsrv-R 9.59 249.844 9.89 8.695
SRFJX Sierra Tactical Risk Spectrum 50-Inst 23.14 356.037 23.79 21.125
NVMBX Allspring Moderate Balanced-Adm\Disc 19.85 99.107 19.85 17.671
TWSCX American Century Strtgc Alloc:Cnsrv-Inv 5.4 317.832 5.54 4.837
VTMFX Vanguard Tax-Managed Balanced-Admr 42.13 9589.21 42.98 36.645
FMSDX Fidelity Multi-Asset Income 13.51 2491.406 13.83 12.083
JNBCX JPMorgan Income Builder-C 9.44 8567.744 9.73 8.536
BAMPX BlackRock 40/60 Target Allocation-InvA 12.01 609.379 12.42 10.798
ILAAX Invesco Income Allocation-R5 10.17 349.953 10.417 9.298
FOCIX Fairholme Focused Income 12.91 213.109 13.01 11.24
VSCGX Vanguard LifeStrategy Conserv Grwth-Inv 20.25 10236.557 20.82 18.255
AOCIX American Century One Choice Conserv-Inv 12.61 1104.535 12.91 11.271
RTRPX American Funds Retirement Inc-Cnsrv R6 11.24 1180.56 11.47 10.223
SWCGX Schwab MarketTrack Conservative 15.27 197.992 15.74 13.788
GUDIX Guggenheim Diversified Income-Inst\Disc 25.44 8.059 25.46 22.868
CLRRX Columbia Capital Alloc Mod Conserv-Inst2 9.24 340.47 9.57 8.376
MCONX Praxis Genesis Conservative-A 11.5 23.703 11.813 10.49
FSIRX Fidelity Adv Strategic Real Return-I 8.41 503.267 8.5 7.749
WMBZX Allspring Spectrum Conseratve Grwth-Inst 9.41 229.339 9.72 8.559
FSRRX Fidelity Strategic Real Return 8.43 503.263 8.52 7.767
JNBSX JPMorgan Income Builder-I 9.48 8558.676 9.78 8.553
RNCCX American Funds Conservative Gr & Inc-R3 12.69 7394.615 12.95 11.288
BIICX BlackRock Multi-Asset Income-Inst 9.9 10927.917 10.1 8.879
RINFX American Funds Conservative Gr & Inc-R5 12.76 7400.111 13.02 11.317
ITTVX Hartford Multi-Asset Income-R6 19 594.848 19.43 17.281
HBLIX Hartford Balanced Income-I 14.15 12383.089 14.48 12.684
PIAFX Invesco Multi-Asset Income-A 7.7 1047.631 7.865 6.999
RINBX American Funds Conservative Gr & Inc-R2 12.64 7400.783 12.9 11.264
TGPNX TCW Conservative Allocation-N 11.36 31.313 11.73 10.15
FWBTX Fidelity Adv Multi-Asset Income-C 13.48 2491.427 13.8 12.115
TLRRX TIAA-CREF Lifecycle Retirement Inc-Inv 10.91 430.993 11.12 9.848
RARPX American Funds Retirement Inc-Cnsrv R1 11.18 1179.535 11.42 10.222
USBLX USAA Growth and Tax Strategy 25.7 792.187 26.25 21.878
FAYZX Fidelity Adv Multi-Asset Income-I 13.5 2489.562 13.83 12.075
WFMYX Allspring Moderate Balanced-Inst\Disc 19.89 99.107 19.89 17.701
WBAIX Weitz Conservative Allocation-Inst 16.92 230.819 17.27 15.298
FFNIX Fidelity Adv Asset Manager 40-I 12.48 2291.802 12.744 11.158
NAARX American Funds Retirement Inc-Cnsrv A 11.21 1179.516 11.44 10.207
TAIFX American Funds TaxAwr Cnsrv Gr & Inc-F1 15.35 4776.536 15.6 13.323
MROSX MassMutual 40/60 Allocation-R5 8.5 173.849 8.78 7.638
TSCLX TIAA-CREF Lifestyle Conservative-Inv 12.2 307.987 12.45 10.889
SPBAX DWS Multi-Asset Conservative Alloc-S 12.67 61.718 13.01 11.412
GLRBX James Balanced Golden Rainbow-Inv 21.18 421.709 21.58 18.593
RJRPX American Funds Retirement Inc-Cnsrv R3 11.23 1179.509 11.47 10.245
BKMPX BlackRock 40/60 Target Allocation-K 12.16 609.91 12.57 10.912
RMRPX American Funds Retirement Inc-Cnsrv R4 11.31 1179.452 11.55 10.303
CTHAX 2027 American Funds College-529A 12.66 3741.536 12.93 11.379
JIAIX JHancock Multi-Asset High Income-I 8.75 114.069 8.9 7.744
NIPAX Columbia Capital Alloc Mod Conserv-Inst 9.28 343.788 9.51 8.326
IIFAX Voya Balanced Income-A 8.82 223.271 9.02 7.86
VGCLX VALIC Company I Cnsrv Grwth Lifestyle 10.74 290.689 11.04 9.551
VWINX Vanguard Wellesley Income-Inv 24.62 51877.05 25.21 22.357
CIBYX Columbia Income Builder-Inst3 11.13 985.631 11.46 10.139
TLSPX TIAA-CREF Lifestyle Conservative-Prem 12.23 307.983 12.48 10.903
SOKAX SEI Core Market Strategy SAAT-F 10.02 39.581 10.287 9.028
ACCIX American Century Strtgc Alloc Conserv-I 5.4 317.832 5.54 4.832
CAPSX Federated Hermes Capital Income-Inst 8.22 685.935 8.408 7.223
TRRIX TRPrice Retirement Balanced-Inv 12.92 2166.904 13.15 11.602
TRIIX Catalyst/SMH Total Return Income-I 4.67 17.471 4.73 3.946
WFMAX Allspring Moderate Balanced-A\Disc 19.58 99.107 19.58 17.449
RRTIX TRPrice Retirement Balanced-R 12.92 2168.583 13.15 11.621
HBFBX Hennessy Balanced-Inv 11.69 12.556 11.9 10.52
NSDCX Nationwide Investor Destn Mod Cnsrv-S 9.65 249.846 9.95 8.738
MCKIX MainStay Conservative Allocation-I 11.68 384.407 11.94 10.428
PRSIX TRPrice Spectrum Conservative Alloc-Inv 19.16 1871.827 19.44 17.076
RINEX American Funds Conservative Gr & Inc-R4 12.73 7400.28 12.99 11.303
CACMX Invesco Select Risk Mod Conserv Inv-C 10.11 271.525 10.39 9.136
NCBIX New Covenant Balanced Income 21.59 73.707 22.098 19.501
GMIMX Nationwide Investor Destn Mod Cnsrv-R6 9.71 249.848 10 8.778
INPFX American Funds Conservative Gr & Inc-F1 12.73 7394.412 13 11.314
CKKRX Columbia Income Builder-Inst2 11.14 985.63 11.48 10.152
OCCIX Invesco Select Risk Conservative Inv-C 8.32 361.165 8.53 7.739
FTCZX Franklin Conservative Allocation-Adv 13.23 891.514 13.654 11.805
TRICX Catalyst/SMH Total Return Income-C 4.68 17.471 4.74 3.992
POBCX Aristotle Portfolio Optim Mod Consrv-C 9.46 206.212 9.72 8.572
DIFHX MFS Diversified Income-R6 11.76 2189.206 12.1 10.604
FSRAX Fidelity Adv Strategic Real Return-A 8.38 502.671 8.48 7.749
FLDOX Meeder Moderate Allocation-Ret 12.01 166.346 12.42 10.693
JALMX JHancock Multimanager Lifestyle Mod-A 11.89 2215.155 12.14 10.595
FCSRX Fidelity Adv Strategic Real Return-C 8.24 502.692 8.34 7.669
TAIAX American Funds TaxAwr Cnsrv Gr & Inc-A 15.36 4779.648 15.6 13.319
TCAIX Thrivent Moderately Conservative Alloc-S 12.41 1099.143 12.73 11.038
CAAYX Invesco Select Risk Mod Conserv Inv-Y 10.22 271.514 10.5 9.19
EKSAX Allspring Diversified Income Builder-A 5.84 342.83 5.939 5.115
INPAX American Funds Conservative Gr & Inc-A 12.72 7394.467 12.98 11.301
LNOAX Ladenburg Income & Growth-A 12.14 60.648 12.6 10.837
CAPCX Federated Hermes Capital Income-C 8.22 686.773 8.406 7.261
FTTNX Fidelity Adv Asset Manager 30-M 11.45 2079.011 11.678 10.435
PCCIX Principal SAM Conservative Balanced-Inst 11.63 1756.735 11.951 10.345
RMYSX Russell Inv Multi-Strategy Income-S 9.18 313.466 9.447 8.26
INPEX American Funds Conservative Gr & Inc-F2 12.74 7394.36 13.01 11.31
NADCX Nationwide Investor Destn Mod Cnsrv-A 9.56 249.844 9.85 8.651
FMUFX Federated Hermes Muni & Stock Advant-F 14.09 1367.508 14.343 12.318
RMLSX Russell Inv Lifepoints Moderate Strat-S 9.16 137.761 9.459 8.232
WHGIX Westwood Income Opportunity-Inst 11.41 508.414 11.72 10.181
PPIPX TRPrice Spectrum Conservative Alloc-I 19.13 1871.836 19.41 17.044
CTHFX 2030 American Funds College-529F1 12.72 3741.435 12.99 11.424
PARIX TRPrice Retirement Balanced-Adv 12.93 2195.514 13.16 11.626
CTSFX 2027 American Funds College-529F1 11.67 3198.222 11.89 10.794
ITTFX Hartford Multi-Asset Income-F 18.57 594.857 18.99 16.881
MRMLX MassMutual 40/60 Allocation-Adm 8.56 173.849 8.84 7.694
RMLAX Russell Inv Lifepoints Moderate Strat-A 9.04 137.757 9.341 8.138
HAFCX Hartford Multi-Asset Income-C 18.78 595.488 19.2 17.147
TRPTX TRPrice Retirement Balanced-I\Disc 11.28 589.47 11.29 10.226
ALAAX Invesco Income Allocation-A 10.18 350.297 10.419 9.311
FIWBX Fidelity Adv Multi-Asset Income-Z 13.51 2491.406 13.83 12.079
ICLLX Transamerica AsstAllc Conservative-C 9.99 445.125 10.28 8.99
INPCX American Funds Conservative Gr & Inc-C 12.64 7394.868 12.91 11.273
LNOCX Ladenburg Income & Growth-C 11.86 60.645 12.31 10.624
FDFWX American Funds Retirement Inc-Cnsrv F2 11.23 1179.509 11.46 10.218
FFNCX Fidelity Adv Asset Manager 40-C 12.42 2291.863 12.684 11.162
NLGAX Columbia Capital Alloc Mod Conserv-A 9.47 343.781 9.71 8.507
FCANX Fidelity Adv Asset Manager 30-C 11.34 2079.076 11.564 10.362
CMNVX Catholic RespInv Magnus 45/55-Inv 9.7 126.303 9.91 8.595
AABFX Thrivent Balanced Income Plus-A 13.35 406.421 13.68 11.908
JIAFX JHancock Multi-Asset High Income-A 8.74 114.068 8.89 7.746
MNMIX Manning & Napier Pro-Blend ModrateTerm-I 13.74 328.729 14.09 12.516
TRILX TIAA-CREF Lifecycle Index Ret Inc-Inst 15.66 708.267 16 14.081
GGIZX GuideStone Balanced Allocation-Inv 11.16 1236.428 11.49 9.989
DIFGX MFS Diversified Income-R4 11.76 2189.206 12.1 10.609
TLRIX TIAA-CREF Lifecycle Retirement Inc-Inst 10.92 430.992 11.13 9.846
MACFX MFS Conservative Allocation-A 16.4 3851.802 16.77 14.749
HBLAX Hartford Balanced Income-A 14.15 12383.089 14.48 12.699
MACBX MFS Conservative Allocation-B 16.36 3851.815 16.73 14.76
CAPFX Federated Hermes Capital Income-F 8.2 685.94 8.39 7.222
LNOIX Ladenburg Income & Growth-I 12.18 60.649 12.63 10.853
GBAYX GuideStone Balanced Allocation-Inst 11.18 1236.419 11.5 9.993
VWIAX Vanguard Wellesley Income-Admr 59.64 51879.106 61.06 54.144
EVFCX E-Valuator Conservative 15-30 RMS-R4 9.47 50.294 9.64 8.789
PIYFX Invesco Multi-Asset Income-Y 7.71 1048.992 7.872 6.991
PICFX Invesco Multi-Asset Income-C 7.7 1048.986 7.865 7.026
AACRX American Century Strtgc Alloc Conserv-R 5.37 317.246 5.52 4.819
MACJX MFS Conservative Allocation-R4 16.42 3854.135 16.78 14.751
CHWRX Columbia Capital Alloc Mod Conserv-Adv 9.35 343.785 9.58 8.396
WWIAX Westwood Income Opportunity-A 11.4 508.415 11.7 10.171
RBBAX Columbia Income Builder-A 11.09 985.63 11.42 10.116
FFNAX Fidelity Adv Asset Manager 40-A 12.49 2293.639 12.742 11.172
FWATX Fidelity Adv Multi-Asset Income-A 13.5 2491.412 13.83 12.089
BCICX BlackRock Multi-Asset Income-C 9.87 10916.911 10.07 8.904
GSBFX Goldman Sachs Income Builder-A 24.32 2305.572 24.87 21.522
BKMIX BlackRock Multi-Asset Income-K 9.89 10916.879 10.09 8.877
CNMRX Columbia Income Builder-Adv 11.14 985.63 11.47 10.143
JNBZX JPMorgan Income Builder-R6 9.49 8567.705 9.78 8.55
DIFIX MFS Diversified Income-I 11.76 2189.206 12.1 10.599
TLIRX TIAA-CREF Lifecycle Retirement Inc-Ret 10.89 430.599 11.11 9.838
GPTCX GuidePatth Conservative Allocaton-Ser 10.63 519.467 10.88 9.506
FTAAX Fidelity Adv Asset Manager 30-A 11.48 2078.993 11.705 10.453
MNELX MainStay Conservative ETF Allocation-I 10.33 44.192 10.6 9.283
SAIPX Principal SAM Conservative Balanced-A 11.79 1756.734 12.11 10.49
HBLYX Hartford Balanced Income-Y 14.35 12381.496 14.69 12.866
FSRTX Fidelity Adv Strategic Real Return-M 8.39 503.271 8.49 7.758
DIFAX MFS Diversified Income-A 11.76 2189.206 12.1 10.622
SPDAX DWS Multi-Asset Conservative Alloc-A 12.69 61.668 13.03 11.446
HBLCX Hartford Balanced Income-C 13.89 12376.254 14.22 12.517
OCGCX JPMorgan Investor Conservative Growth-C 12.07 3855.967 12.34 10.97
FTCIX Franklin Conservative Allocation-A 13.23 891.514 13.652 11.819
RINGX American Funds Conservative Gr & Inc-R6 12.75 7394.312 13.02 11.315
JILMX JHancock Multimanager Lifestyle Mod-1 11.79 2215.235 12.04 10.487
UCMCX USAA Cornerstone Moderately Conservative 10.52 178.02 10.78 9.526
CFAIX Calvert Conservative Allocation-I 17.12 250.43 17.57 15.366
MXDPX Empower Moderately Cnsrv Prfl-Inv 7.98 751.684 8.17 7.173
IBBFX Thrivent Balanced Income Plus-S 13.31 406.424 13.64 11.855
ACCAX American Century Strtgc Alloc Conserv-A 5.39 317.834 5.53 4.833
ITTAX Hartford Multi-Asset Income-A 18.65 595.174 19.07 16.976
PFTSX PFG Tactical Income Strategy-R 9.44 101.155 9.66 8.54
POBAX Aristotle Portfolio Optim Mod Consrv-A 9.92 206.005 10.2 8.951
OICAX JPMorgan Investor Conservative Growth-A 12.15 3859.107 12.411 11.011
GSBCX Goldman Sachs Income Builder-C 23.8 2304.828 24.36 21.142
TXIFX American Funds TaxAwr Cnsrv Gr & Inc-F2 15.39 4779.611 15.63 13.336
MCKAX MainStay Conservative Allocation-A 11.54 384.416 11.8 10.31
HBLFX Hartford Balanced Income-F 14.16 12383.019 14.49 12.689
ITTIX Hartford Multi-Asset Income-I 18.59 594.856 19.01 16.91
RMYYX Russell Inv Multi-Strategy Income-Y 9.21 313.465 9.473 8.282
CCLAX Calvert Conservative Allocation-A 17.1 250.284 17.56 15.364
FTCCX Franklin Conservative Allocation-C 12.89 890.771 13.324 11.563
JTMIX JHancock Multimanager Lifestyle Mod-I 11.78 2215.241 12.03 10.49
ALAYX Invesco Income Allocation-Y 10.18 350.297 10.417 9.299
FMUIX Federated Hermes Muni & Stock Advan-Inst 14.09 1367.508 14.33 12.302
ICLAX Transamerica AsstAllc Conservative-A 10.11 445.557 10.39 9.053
TNVDX 1290 Loomis Sayles Multi-Asset Income I 10.49 60.355 10.68 9.506
EKSDX Allspring Diversified Income Builder-Adm 5.67 342.778 5.768 4.972
DVOIX Meeder Moderate Allocation-Inst 12.07 166.348 12.49 10.734
GKIRX Goldman Sachs Income Builder-Inv 24.93 2306.244 25.49 22.027
CAPAX Federated Hermes Capital Income-A 8.22 686.773 8.4 7.221
FFNTX Fidelity Adv Asset Manager 40-M 12.47 2291.811 12.729 11.174
SBCPX Franklin Multi-Asset Defensive Growth-A 12.38 104.825 12.8 11.058
CAAMX Invesco Select Risk Mod Conserv Inv-A 10.24 271.512 10.52 9.221
MACIX MFS Conservative Allocation-I 16.59 3854.023 16.96 14.901
FMUAX Federated Hermes Muni & Stock Advant-A 14.09 1367.508 14.343 12.318
CBUZX Columbia Income Builder-Inst 11.09 985.63 11.42 10.103
HCVAX Hartford Conservative Allocation-A 10.6 92.41 10.84 9.538
MCKNX MainStay Conservative Allocation-Inv 11.53 384.416 11.79 10.318
TLSHX TIAA-CREF Lifestyle Conservative-Adv 12.22 307.984 12.47 10.9
TLRHX TIAA-CREF Lifecycle Retire Income Adv 10.93 430.991 11.14 9.86
TLIHX TIAA-CREF Lifecycle Index Ret Inc Adv 15.65 707.815 16 14.086
DVOAX Meeder Moderate Allocation-Adv 12.06 166.347 12.47 10.718
CAARX Calvert Conservative Allocation-R6 17.12 250.282 17.57 15.36
HBLVX Hartford Balanced Income-R6 14.35 12381.496 14.68 12.859
PMEFX Penn Mutual Am 1847 Income I 9.65 44.095 9.9 8.906
TYIFX American Funds TaxAwr Cnsrv Gr & Inc-F3 15.38 4779.627 15.62 13.31
MXJUX Empower Moderately Cnsrv Prfl-Inst 9.6 752.31 9.82 8.605
RHSIX Rational Strategic Allocation-Inst 8.87 11.444 9.45 6.747
ISAIX Voya Strategic Allocation Cnsrv Port I 11.08 57.192 11.41 9.96
IRMIX Voya Retirement Moderate Port I 9.89 675.815 10.17 8.95
UGTIX Victory Growth and Tax Strategy Ins 25.67 791.878 26.23 21.861