P No Load Conservative Mutual Funds Upgrading Quarterly
0.04%April 22 | MyPlanIQ portfolio symbol P_38103

The candidate funds are chosen based on their reputation and our knowledge on managers' conservative risk management skills.

Berwyn Income BERIX
Vanguard Wellesley Incom VWINX
Permanent Portfolio PRPFX
American Century One Choice Very Conservative AONIX
Manning & Napier Pro-Blend Conservative Terms EXDAX
Janus Conservtive Allocation JSPCX
T.Rowe Price Personal Strat Income PRSIX
Fidelity Strategic Real Return FSRRX
James Balanced Golden Rainbow GLRBX
Hussman Strategic Total Return HSTRX

In addition to the above conservative funds, the candidate funds also include several total return bond funds so that in a severe market distress, these funds can be used instead:

PIMCO Total Return Bond Fund PTTRX
Loomis Sayles Total Return Bond Fund LSBDX
Doubleline Total Return Bond Fund DLTNX
Metropolitan West Total Return Bond Fund MWTRX

At the end of every quarter, the portfolio selects 3 funds with the best momentum scores as the next quarter investments. See P No Load Conservative Mutual Funds Upgrading Monthly for the monthly rebalance portfolio.

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Rolling Returns

From 12/31/2000 to 04/22/2024, the worst annualized return of 3-year rolling returns is -0.18%.

From 12/31/2000 to 04/22/2024, the worst annualized return of 5-year rolling returns is 1.01%.

From 12/31/2000 to 04/22/2024, the worst annualized return of 10-year rolling returns is 3.53%.

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