Conservative-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold smaller positions in stocks than moderate-allocation portfolios. These portfolios typically have 20% to 50% of assets in equities and 50% to 80% of assets in fixed income and cash.
Abbreviation: CA
Broad Asset Class: Balanced
Primary Index: Morningstar Moderate Target Risk
Secondary Index: Morningstar Moderately Cons Target Risk