Conservative Income Portfolio
Investment objective
The Conservative Income Portfolio seeks to provide current income and some capital appreciation.
Investment strategy
The Conservative Income Portfolio maintains a target asset allocation of 20% equity, 80% fixed income. This target asset allocation is comprised of the following Sub-asset Classes and Funds, managed by The Vanguard Group, Inc.:
- 12% domestic equity (VSMPX)
- 56% market fixed income (VBMPX)
- 8% international equity (VTPSX)
- 24% international fixed income (VTIFX)
A full description of each underlying Fund’s investment strategy can be found in the ABLEnow Program Description and on the Vanguard website.
Performance
| Investment Portfolio | Unit Value | Daily Change | YTD Return1 | 1 Month2 | 3 Month2 | 1 Year2 | 3 Year2 | Since Inception2 | Inception Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
1. YTD Return as of 3/9/2026.
2. Total Returns as of 01/31/2026.
Fees
| Fee Type | Percentage |
|---|---|
| Asset Management Fee | 0.03% |
| Ascensus Administration Fee | 0.10% |
| ABLEnow Administration Fee | 0.05% |
| Expense Ratio (Asset Management + Admin Fee) | 0.18% |
Historical Pricing
| Date | YTD Return* |
|---|---|
Investment risks
A complete description of each of the risks associated with the underlying Funds of the Conservative Income Portfolio can be found in the ABLEnow Program Description.
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