[Fund Index | Funds By Family | Fund Top Performers]

Mutual Fund Top Performers - Conservative AllocationAs of 30-Sep-09
Select a symbol for a detailed quote and links to additional information.

Top Performers - 3 Month (out of 648)
Fund NameSymbolReturn
API Efficient Frontier Income A
APIUX
20.43%
API Efficient Frontier Income C
AFFIX
20.25%
IMS Strategic Income
IMSIX
19.24%
Natixis Income Diversified A
IIDPX
17.15%
Natixis Income Diversified C
CIDPX
16.98%
Columbia Thermostat Z
COTZX
16.38%
Columbia Thermostat A
CTFAX
16.22%
Columbia Thermostat B
CTFBX
16.13%
Columbia Thermostat C
CTFDX
16.03%
MFS Diversified Income I
DIFIX
15.90%
  

Top Performers - 1 Year (out of 640)
Fund NameSymbolReturn
API Efficient Frontier Income A
APIUX
44.89%
API Efficient Frontier Income C
AFFIX
43.93%
Fifth Third Strategic Inc Instl
MXIIX
29.99%
Fifth Third Strategic Inc A
FFSAX
29.76%
Fifth Third Strategic Inc B
FFSBX
28.80%
Fifth Third Strategic Inc Inv C
FRACX
28.11%
Direxion Spectrum Select Alternative Svc
SFHYX
23.21%
Delaware Conservative Allocation I
DFIIX
15.93%
Delaware Conservative Allocation A
DFIAX
15.53%
Delaware Conservative Allocation R
DFIRX
15.36%
  
Top Performers - 3 Year (out of 499)
Fund NameSymbolAnn. Ret.
Hussman Strategic Total Return
HSTRX
9.37%
API Efficient Frontier Income A
APIUX
8.06%
Permanent Portfolio
PRPFX
7.54%
Berwyn Income
BERIX
7.42%
API Efficient Frontier Income C
AFFIX
7.08%
Midas Perpetual Portfolio
MPERX
6.28%
Direxion Spectrum Select Alternative Svc
SFHYX
5.58%
RidgeWorth Conservative Allc Strat I
SCCTX
5.09%
Janus Smart Portfolio Conservative I
JCAIX
5.02%
Waddell & Reed InvestEd Cnsrv A
WICAX
5.00%

Top Performers - 5 Year (out of 332)
Fund NameSymbolAnn. Ret.
Permanent Portfolio
PRPFX
8.82%
Hussman Strategic Total Return
HSTRX
7.72%
Wilmington Multi-Manager Real Asset Inst
WMRIX
7.43%
Wilmington Multi-Manager Real Asset A
WMMRX
7.15%
Berwyn Income
BERIX
6.58%
James Balanced: Golden Rainbow
GLRBX
6.18%
Franklin Templeton Cnsrv Target Adv
N/A
5.55%
Franklin Templeton Cnsrv Target A
FTCIX
5.34%
Federated Capital Income F
CAPFX
5.32%
Federated Capital Income A
CAPAX
5.32%
  

Get Morningstar's portfolio tools, data, and editorial insights, plus Analyst Reports on 1,450 stocks and 2,000 funds. Start your free 14-day trial today.


Copyright © 2009 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service
Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI).
Data is provided for informational purposes only, and is not intended for trading purposes.
Although data are gathered from sources believed to be reliable, Yahoo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Data and information is provided for informational purposes only, and is not intended for trading purposes. Yahoo and its content providers accept no liability for reliance on this data.