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Aggressive Allocation: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Aggressive Allocation funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Aggressive Allocation -5.99 1.78 -5.96 -7.03 11.33 -1.20
American Century Strat Allc: Agrsv Inst AAAIX -6.57 3.35 -4.94 -3.83 12.52 0.87
American Century Strat Allc: Agrsv R AAARX -6.60 3.10 -5.09 -4.54 11.71 0.16
Invesco Growth Allocation A AADAX -5.52 2.14 -5.60 -3.47 12.16 -2.45
Invesco Growth Allocation A Load Waived AADAX.LW -5.52 2.14 -5.60 -3.47 12.16 -2.45
Invesco Growth Allocation C AADCX -5.49 1.88 -5.74 -4.05 11.38 -3.15
Invesco Growth Allocation I AADIX -5.49 2.23 -5.49 -3.15 12.55 -2.14
Invesco Growth Allocation R AADRX -5.53 2.05 -5.61 -3.69 11.92 -2.66
Invesco Growth Allocation S AADSX -5.44 2.14 -5.52 -3.30 --- ---
Invesco Growth Allocation Y AADYX -5.44 2.24 -5.52 -3.18 12.49 ---
Invesco Growth Allocation B AAEBX -5.58 1.79 -5.83 -4.14 11.34 -3.17
Forward Aggressive Growth Allc Instl AAGRX -8.12 0.62 -7.40 -11.67 8.25 -5.72
AmericaFirst Absolute Return A ABRFX -4.58 0.43 -6.85 -8.51 --- ---
AmericaFirst Absolute Return A LW ABRFX.LW -4.58 0.43 -6.85 -8.51 --- ---
AmericaFirst Absolute Return U ABRUX -4.63 0.22 -7.03 -8.95 --- ---
AmericaFirst Absolute Return I ABRWX -4.44 0.64 -6.70 -8.01 --- ---
Forward Aggressive Growth Allc C ACAGX -8.23 0.25 -7.61 -12.56 7.16 -6.66
Forward Aggressive Growth Allc Investor ACAIX -8.16 0.48 -7.49 -12.17 7.71 -6.19
Forward Growth Allocation Instl ACGAX -6.71 1.17 -5.54 -8.62 8.83 -3.56
American Century Strat Allc: Agrsv A ACVAX -6.62 3.27 -5.08 -4.29 11.97 0.41
American Century Strat Allc: Agrsv A LW ACVAX.LW -6.62 3.27 -5.08 -4.29 11.97 0.41
Alpine Foundation A ADABX -4.87 1.68 -4.36 --- --- ---
Alpine Foundation A Load Waived ADABX.LW -4.87 1.68 -4.36 --- --- ---
Alpine Foundation Institutional ADBYX -4.87 1.74 -4.31 -2.41 11.03 -1.98
AmericaFirst Quantitative Strategies A AFIAX -1.95 4.70 -1.77 -4.59 16.17 ---
AmericaFirst Quantitative Strategie A LW AFIAX.LW -1.95 4.70 -1.77 -4.59 16.17 ---
AmericaFirst Quantitative Strategies C AFISX -2.13 4.32 -1.97 -5.38 15.25 ---
Forward Growth Allocation Investor AGALX -6.65 0.98 -5.66 -9.05 8.29 -4.02
Forward Growth Allocation C AGGGX -6.71 0.78 -5.76 -9.54 7.75 -4.51
Forward Aggressive Growth Allc A AGRRX -8.09 0.55 -7.43 -11.92 7.91 -6.03
Forward Aggressive Growth Allc A LW AGRRX.LW -8.09 0.55 -7.43 -11.92 7.91 -6.03
Ibbotson Agrsv Growth ETF Asset Allc II AGTFX -6.39 1.03 -7.18 -9.07 11.13 -2.48
American Century Strat Allc: Agrsv B ALLBX -6.63 2.98 -5.24 -5.00 11.18 -0.34
Forward Growth Allocation A AOGAX -6.65 1.01 -5.62 -8.96 8.45 -3.89
Forward Growth Allocation A Load Waived AOGAX.LW -6.65 1.01 -5.62 -8.96 8.45 -3.89
American Century One Choice Agrsv Inv AOGIX -6.51 3.43 -4.81 -3.89 12.70 0.67
American Century Strat Allc: Agrsv C ASTAX -6.65 2.85 -5.25 -5.01 11.15 -0.35
Ascendant Balanced A ATBAX -5.27 1.18 -5.67 --- --- ---
Ascendant Balanced A Load Waived ATBAX.LW -5.27 1.18 -5.67 --- --- ---
Ascendant Balanced I ATBIX -5.17 1.27 -5.65 --- --- ---
Ascendant Balanced C ATBTX -5.28 1.00 -5.84 --- --- ---
Columbia Port Builder Aggressive A AXBAX -6.85 2.16 -6.15 -6.52 12.55 -0.71
Columbia Port Builder Aggressive A LW AXBAX.LW -6.85 2.16 -6.15 -6.52 12.55 -0.71
Columbia Port Builder Aggressive B AXPBX -6.97 1.86 -6.35 -7.23 11.69 -1.48
BlackRock Growth Prepared Inv A BAGPX -6.48 1.79 -6.48 -6.31 11.59 0.02
BlackRock Growth Prepared Inv A LW BAGPX.LW -6.48 1.79 -6.48 -6.31 11.59 0.02
Sterling Capital Strategic Allc Gr C BCGCX -5.84 0.80 -6.54 -9.97 8.98 -3.11
BlackRock Growth Prepared Inv C BCGPX -6.58 1.49 -6.67 -7.01 10.79 -0.71
Sterling Capital Strategic Allc Gr A BCMAX -5.80 1.02 -6.37 -9.28 9.77 -2.41
Sterling Capital Strategic Allc Gr A LW BCMAX.LW -5.80 1.02 -6.37 -9.28 9.77 -2.41
Sterling Capital Strategic Allc Gr B BCMBX -5.83 0.66 -6.53 -9.99 8.93 -3.15
Sterling Capital Strategic Allc Gr I BCMTX -5.79 1.08 -6.30 -9.03 10.01 -2.15
BlackRock Growth Prepared Instl BIGPX -6.51 1.88 -6.42 -6.02 12.00 0.37
BlackRock Growth Prepared R BRGPX -6.52 1.69 -6.61 -6.46 11.36 -0.17
Calvert Aggressive Allocation A CAAAX -7.41 2.10 -6.65 -7.94 10.31 -2.90
Calvert Aggressive Allocation A LW CAAAX.LW -7.41 2.10 -6.65 -7.94 10.31 -2.90
Calvert Aggressive Allocation C CAACX -7.52 1.58 -6.95 -9.12 8.85 -4.21
Columbia Port Builder Aggressive R4 CAGRX -6.84 2.16 -6.05 -6.38 12.71 -0.50
Columbia Marsico Flexible Capital C CCFCX -6.61 7.82 -3.22 -1.25 --- ---
Columbia Marsico Flexible Capital R CCFRX -6.64 8.05 -3.12 -0.83 --- ---
Columbia Marsico Flexible Capital A CCMAX -6.61 8.11 -3.02 -0.58 --- ---
Columbia Marsico Flexible Capital A LW CCMAX.LW -6.61 8.11 -3.02 -0.58 --- ---
Columbia Marsico Flexible Capital Z CCMZX -6.59 8.18 -3.02 -0.35 --- ---
Calamos Growth & Income I CGIIX -5.49 0.79 -7.17 -5.47 12.08 2.25
Calamos Growth & Income R CGNRX -5.52 0.60 -7.28 -5.96 11.53 1.73
AdvisorOne Shelter N CLSHX -4.76 -3.19 -4.76 -17.40 --- ---
Columbia Thermostat Z COTZX -3.58 4.03 -2.51 4.06 17.21 3.99
Columbia Portfolio Builder Aggressive R CPARX -6.97 1.96 -6.26 -6.80 --- ---
Columbia Portfolio Builder Aggressive Z CPAZX -6.87 2.27 -6.07 -6.32 --- ---
Columbia Strategic Allocation I CSAIX -4.68 3.05 -4.43 -0.88 11.47 -0.76
Columbia Strategic Allocation R CSARX -4.69 2.77 -4.59 -1.56 10.67 -1.40
Columbia Strategic Allocation Z CSAZX -4.59 3.01 -4.46 -0.93 --- ---
Columbia Thermostat A CTFAX -3.62 3.90 -2.56 3.83 16.95 3.73
Columbia Thermostat A Load Waived CTFAX.LW -3.62 3.90 -2.56 3.83 16.95 3.73
Columbia Thermostat B CTFBX -3.67 3.72 -2.69 3.40 16.34 3.21
Columbia Thermostat C CTFDX -3.74 3.56 -2.76 3.08 16.06 2.95
Calamos Growth & Income C CVTCX -5.56 0.43 -7.40 -6.41 10.97 1.23
Calamos Growth & Income A CVTRX -5.52 0.72 -7.22 -5.71 11.80 2.00
Calamos Growth & Income A Load Waived CVTRX.LW -5.52 0.72 -7.22 -5.71 11.80 2.00
Calamos Growth & Income B CVTYX -5.58 0.41 -7.40 -6.43 10.96 1.23
Dunham Appreciation & Income A DAAIX -5.76 0.00 -7.85 -7.99 11.40 1.84
Dunham Appreciation & Income A LW DAAIX.LW -5.76 0.00 -7.85 -7.99 11.40 1.84
Dunham Appreciation & Income C DCAIX -5.83 -0.24 -7.93 -8.61 10.57 1.09
Davis Appreciation & Income B DCSBX -8.12 0.48 -8.56 -13.60 11.64 -2.13
Davis Appreciation & Income C DCSCX -8.13 0.50 -8.55 -13.51 11.74 -2.06
Davis Appreciation & Income Y DCSYX -8.06 0.90 -8.32 -12.64 12.89 -1.03
Delaware Foundation Growth Allc A DFGAX -6.19 1.40 -5.91 -6.88 11.27 -0.11
Delaware Foundation Growth Allc A LW DFGAX.LW -6.19 1.40 -5.91 -6.88 11.27 -0.11
Delaware Foundation Growth Allc C DFGCX -6.22 1.10 -6.03 -7.64 10.42 -0.86
Delaware Foundation Growth Allc B DFGDX -6.22 1.32 -5.93 -6.91 10.79 -0.68
Delaware Foundation Growth Allc I DFGIX -6.26 1.40 -5.89 -6.70 11.52 0.12
Delaware Foundation Growth Allc R DFGRX -6.13 1.30 -5.94 -7.14 11.02 -0.36
Transamerica Instl Asst Allc Itm/Lg Hrzn DILHX -5.58 3.14 -4.41 -3.74 12.05 -0.54
Transamerica Instl Asset Allc Lng Hrzn DILSX -7.24 3.05 -6.18 -6.95 12.63 -2.77
Dunham Appreciation & Income N DNAIX -5.64 0.24 -7.73 -7.68 11.70 2.12
Transamerica Asset Allc Interm/Long Hrzn DVASX -5.48 3.11 -4.44 -3.99 11.86 -0.83
Transamerica Asset Allc Long Horizon DVLSX -7.28 2.82 -6.25 -7.32 12.28 -3.14
MFS Growth Allocation 529A EAGWX -5.55 3.10 -4.62 -4.75 13.47 0.49
MFS Growth Allocation 529A Load Waived EAGWX.LW -5.55 3.10 -4.62 -4.75 13.47 0.49
MFS Growth Allocation 529B EBGWX -5.63 2.76 -4.83 -5.51 12.64 -0.23
MFS Growth Allocation 529C ECGWX -5.66 2.77 -4.85 -5.53 12.60 -0.24
Wells Fargo Advantage Divers Cptl Bldr A EKBAX -6.10 -0.08 -7.36 -11.72 12.20 -2.21
Wells Fargo Advantage Divers Cptl B A LW EKBAX.LW -6.10 -0.08 -7.36 -11.72 12.20 -2.21
Wells Fargo Advantage Divers Cptl Bldr B EKBBX -6.21 -0.30 -7.67 -12.46 11.48 -2.88
Wells Fargo Advantage Divers Cptl Bldr C EKBCX -6.24 -0.29 -7.56 -12.33 11.35 -2.93
Wells Fargo Advantage Divers CptBldr Adm EKBDX -6.09 0.15 -7.28 -11.50 --- ---
Wells Fargo Advantage Divers Cptl Bldr I EKBYX -6.13 0.20 -7.28 -11.38 12.57 -1.91
Nuveen Strategy Aggressive Gr Allc A FAAGX -7.40 1.78 -6.97 -8.50 11.35 -1.14
Nuveen Strategy Aggressive Gr Allc A LW FAAGX.LW -7.40 1.78 -6.97 -8.50 11.35 -1.14
Nuveen Strategy Growth Allocation A FAGSX -6.09 2.18 -5.52 -5.90 11.44 0.22
Nuveen Strategy Growth Allocation A LW FAGSX.LW -6.09 2.18 -5.52 -5.90 11.44 0.22
Fidelity Asset Manager 85% FAMRX -6.30 3.23 -6.23 -7.88 12.56 -0.85
Fidelity Advisor Asset Manager 85% A FEYAX -6.27 3.08 -6.34 -8.11 12.30 -1.10
Fidelity Advisor Asset Manager 85% A LW FEYAX.LW -6.27 3.08 -6.34 -8.11 12.30 -1.10
Fidelity Advisor Asset Manager 85% B FEYBX -6.43 2.76 -6.57 -8.93 11.35 -1.89
Fidelity Advisor Asset Manager 85% C FEYCX -6.33 2.86 -6.47 -8.79 11.42 -1.85
Fidelity Advisor Asset Manager 85% I FEYIX -6.25 3.24 -6.25 -7.82 12.61 -0.79
Fidelity Advisor Asset Manager 85% T FEYTX -6.36 3.01 -6.43 -8.40 11.99 -1.37
Franklin Templeton Founding Allc Adv FFAAX -5.38 0.91 -6.18 -8.22 11.59 -2.83
Franklin Templeton Founding Allc B FFABX -5.51 0.51 -6.48 -9.14 10.47 -3.79
Franklin Templeton Founding Allc C FFACX -5.59 0.41 -6.49 -9.20 10.47 -3.80
Franklin Templeton Founding Allc A FFALX -5.51 0.71 -6.31 -8.51 11.30 -3.09
Franklin Templeton Founding Allc A LW FFALX.LW -5.51 0.71 -6.31 -8.51 11.30 -3.09
Franklin Templeton Founding Allc R FFARX -5.41 0.71 -6.30 -8.72 11.06 -3.32
Fidelity Four-in-One Index FFNOX -6.09 2.09 -5.71 -5.08 11.63 -0.97
Franklin Templeton Growth Allocation A FGTIX -6.06 0.48 -6.53 -6.94 10.86 0.79
Franklin Templeton Growth Allocatio A LW FGTIX.LW -6.06 0.48 -6.53 -6.94 10.86 0.79
Franklin Templeton Growth Allocation R FGTRX -6.14 0.35 -6.61 -7.18 10.57 0.54
Franklin Templeton Growth Allocation Adv FGTZX -5.98 0.62 -6.45 -6.69 11.17 1.05
Nuveen Strategy Aggressive Gr Allc C FSACX -7.42 1.49 -7.13 -9.16 10.51 -1.88
Nuveen Strategy Aggressive Gr Allc R3 FSASX -7.33 1.71 -6.96 -8.69 11.09 -1.38
Nuveen Strategy Aggressive Gr Allc I FSAYX -7.31 1.86 -6.88 -8.24 11.61 -0.91
Nuveen Strategy Aggressive Gr Allc B FSGBX -7.40 1.48 -7.11 -9.21 10.53 -1.89
Nuveen Strategy Growth Allocation I FSGYX -6.07 2.27 -5.50 -5.71 11.73 0.46
Nuveen Strategy Growth Allocation B FSNBX -6.15 1.84 -5.73 -6.63 10.59 -0.54
Nuveen Strategy Growth Allocation C FSNCX -6.14 1.84 -5.72 -6.63 10.61 -0.53
Nuveen Strategy Growth Allocation R3 FSNSX -6.08 2.01 -5.58 -6.14 11.13 -0.05
Franklin Templeton Growth Allocation C FTGTX -6.13 0.21 -6.73 -7.65 10.03 0.03
Aberdeen Optimal Allocations Growth C GAACX -5.49 0.82 -5.94 -8.73 9.84 -2.28
Aberdeen Optimal Allocations Growth I GAAIX -5.41 1.30 -5.59 --- --- ---
Aberdeen Optimal Allocations Growth R GAARX -5.50 0.91 -5.85 -8.49 10.15 -1.89
Aberdeen Optimal Allocations Mod Gr I/S GAASX --- --- --- --- --- ---
Aberdeen Optimal Allocations Mod Gr R GAGRX -4.63 1.27 -4.85 -5.92 10.26 0.13
GuideStone Funds Growth Allocation I GS2 GCOYX -6.22 2.51 -5.50 -4.94 11.88 -0.23
GuideStone Funds Growth Allocation GS4 GCOZX -6.31 2.41 -5.56 -5.14 11.70 -0.42
GuideStone Defensive Market Strats GS4 GDMZX -2.53 2.16 -1.98 --- --- ---
Ibbotson Growth ETF Asset Allocation II GETFX -5.65 1.21 -6.13 -7.22 10.53 -1.22
Nationwide Inv Dest Mod Agrsv R2 GMARX -5.95 1.52 -6.05 -6.46 10.37 -1.36
Nationwide Inv Destinations Mod Agrsv I GMIAX -5.83 1.83 -5.83 -5.78 11.08 -0.72
Aberdeen Optimal Allocations Mod Gr A GMMAX -4.62 1.25 -4.75 -5.72 10.49 0.37
Aberdeen Optimal Allocations Mod Gr A LW GMMAX.LW -4.62 1.25 -4.75 -5.72 10.49 0.37
Aberdeen Optimal Allocations Mod Gr C GMMCX -4.70 1.02 -4.98 -6.41 9.67 -0.35
Aberdeen Optimal Allocations Mod Gr Inst GMMIX -4.64 1.42 -4.71 -5.46 --- ---
GuidePath Strategic Asset Allc Svc GPSTX -8.30 0.59 -8.89 -11.07 --- ---
GuidePath Tact Constnd Asst Allc Svc GPTCX -6.56 0.79 -6.85 -7.18 --- ---
Pioneer Ibbotson Growth Allocation A GRAAX -6.02 0.78 -6.62 -7.44 10.79 -1.65
Pioneer Ibbotson Growth Allocation A LW GRAAX.LW -6.02 0.78 -6.62 -7.44 10.79 -1.65
Pioneer Ibbotson Growth Allocation B GRABX -6.17 0.44 -6.84 -8.18 9.92 -2.41
Pioneer Ibbotson Growth Allocation C GRACX -6.06 0.41 -6.87 -8.06 9.98 -2.32
Aberdeen Optimal Allocations Growth A GVAAX -5.41 1.20 -5.67 -8.04 10.59 -1.58
Aberdeen Optimal Allocations Growth A LW GVAAX.LW -5.41 1.20 -5.67 -8.04 10.59 -1.58
Aberdeen Optimal Allocations Growth I/S GVISX --- --- --- --- --- ---
HSBC World Selection Aggressive Strat A HAAGX -8.03 1.92 -8.03 -11.13 10.92 -2.53
HSBC World Selection Aggressive Str A LW HAAGX.LW -8.03 1.92 -8.03 -11.13 10.92 -2.53
HSBC World Selection Aggressive Strat B HBAGX -8.03 1.63 -8.18 -11.80 10.09 -3.25
HSBC World Selection Aggressive Strat C HCAGX -8.06 1.64 -8.21 -11.81 10.10 -3.25
Huntington Growth Allocation A HGRFX -5.67 1.66 -5.44 -4.92 --- ---
Huntington Growth Allocation A LW HGRFX.LW -5.67 1.66 -5.44 -4.92 --- ---
Hartford Growth Allocation A HRAAX -6.37 2.19 -6.21 -7.34 10.77 -0.55
Hartford Growth Allocation A LW HRAAX.LW -6.37 2.19 -6.21 -7.34 10.77 -0.55
Hartford Growth Allocation B HRABX -6.32 1.93 -6.40 -8.09 9.93 -1.32
Hartford Growth Allocation C HRACX -6.41 1.93 -6.41 -8.06 9.99 -1.27
Hartford Growth Allocation I HRAIX -6.31 2.39 -6.16 -7.04 11.17 -0.20
Hartford Growth Allocation R3 HRARX -6.29 2.13 -6.29 -7.61 10.49 -0.86
Hartford Growth Allocation R4 HRASX -6.40 2.21 -6.24 -7.36 10.79 -0.53
Hartford Growth Allocation R5 HRATX -6.29 2.38 -6.13 -7.03 11.16 -0.21
ING Solution Aggressive Growth Port Adv IAGAX -6.72 2.93 -6.39 -7.36 --- ---
ING Solution Aggressive Growth Port I IAGIX -6.65 3.19 -6.24 -6.83 --- ---
ING Solution Aggressive Growth Port S IAGSX -6.68 3.01 -6.35 -7.13 --- ---
ING Solution Aggressive Growth Port S2 IAGTX -6.68 3.01 -6.27 -7.18 --- ---
Pioneer Ibbotson Growth Allocation Y IBGYX -6.00 0.77 -6.59 -8.23 10.81 -1.12
Innealta Capital Sector Rotation I ICSIX -1.18 0.10 -1.57 --- --- ---
Innealta Capital Sector Rotation N ICSNX -1.19 -0.10 -1.67 --- --- ---
Columbia Strategic Allocation R4 IDRYX -4.57 2.96 -4.49 -1.08 11.18 -1.00
ING Retirement Growth Port I IIRGX -5.43 1.36 -5.60 -4.89 11.06 -2.46
Transamerica Asset Allc Mod Gr R IMGRX -5.35 3.14 -4.72 -6.24 10.25 -0.74
Transamerica Asset Allc Mod Gr A IMLAX -5.32 3.21 -4.70 -6.10 10.44 -0.58
Transamerica Asset Allc Mod Gr A LW IMLAX.LW -5.32 3.21 -4.70 -6.10 10.44 -0.58
Transamerica Asset Allc Mod Gr B IMLBX -5.47 2.94 -4.85 -6.77 9.69 -1.26
Transamerica Asset Allc Mod Gr C IMLLX -5.42 2.95 -4.88 -6.74 9.74 -1.21
Columbia Strategic Allocation B IMRBX -4.72 2.66 -4.66 -2.03 10.15 -1.91
Columbia Strategic Allocation A IMRFX -4.58 2.94 -4.52 -1.22 11.01 -1.16
Columbia Strategic Allocation A LW IMRFX.LW -4.58 2.94 -4.52 -1.22 11.01 -1.16
ING Retirement Growth Port Adv IRGPX -5.47 1.27 -5.73 -5.23 10.55 -2.98
ING Strat Allocation Growth Port I ISAGX -6.75 1.71 -6.49 -6.93 11.51 -2.66
ING Strat Allocation Growth Port S ISGRX -6.76 1.58 -6.58 -7.11 11.26 -2.90
ING Franklin Templeton Fdng Str Port Adv ITFAX -5.44 0.38 -6.55 -8.59 10.68 -2.97
ING Franklin Templeton Fdng Str Port I ITFIX -5.45 0.49 -6.43 -8.08 11.30 -2.35
ING Franklin Templeton Fdng Str Port S ITFSX -5.48 0.37 -6.47 -8.35 11.05 -2.59
JHancock2 Lifestyle Growth A JALGX -6.40 2.76 -5.97 -7.70 11.51 -1.13
JHancock2 Lifestyle Growth A LW JALGX.LW -6.40 2.76 -5.97 -7.70 11.51 -1.13
JHancock2 Lifestyle Growth B JBLGX -6.47 2.42 -6.18 -8.39 10.65 -1.88
JHancock2 Lifestyle Growth C JCLGX -6.47 2.42 -6.12 -8.37 10.72 -1.82
JHVIT Frkln Templ Fdng Allc Tr Ser NAV JFANX -5.64 0.32 -6.66 -8.50 11.11 ---
JHVIT Frkln Templ Fdng Allc Tr Ser I JFAOX -5.64 0.21 -6.66 -8.55 11.06 ---
JHVIT Frkln Templ Fdng Allc Tr Ser II JFATX -5.64 0.21 -6.74 -8.73 10.84 -2.55
Janus Growth Allocation A JGCAX -6.97 1.80 -7.28 -8.93 --- ---
Janus Growth Allocation A Load Waived JGCAX.LW -6.97 1.80 -7.28 -8.93 --- ---
Janus Growth Allocation C JGCCX -7.14 1.36 -7.60 -9.66 --- ---
Janus Growth Allocation I JGCIX -7.01 1.88 -7.24 -8.67 --- ---
Janus Growth Allocation S JGCSX -7.00 1.71 -7.31 -9.09 --- ---
JHancock2 Lifestyle Growth 5 JHLGX -6.35 2.86 -5.85 -7.21 12.07 -0.62
JHancock2 Lifestyle Growth 1 JILGX -6.34 2.94 -5.84 -7.25 12.04 -0.66
Janus Growth Allocation D JNSGX -6.94 1.88 -7.24 -8.73 9.75 0.34
JHancock2 Lifestyle Growth R1 JPLGX -6.38 2.66 -6.02 -7.98 11.11 -1.43
JHancock2 Lifestyle Growth R2 JQLGX -6.36 --- --- --- --- ---
JHancock2 Lifestyle Growth R3 JRLGX -6.41 2.68 -5.98 -7.90 11.23 -1.37
JHancock2 Lifestyle Growth R4 JSLGX -6.33 2.76 -5.90 -7.59 11.58 -1.08
Janus Growth Allocation T JSPGX -7.02 1.79 -7.25 -8.86 9.66 0.29
JHancock2 Lifestyle Growth R5 JTLGX -6.32 2.93 -5.82 -7.31 11.93 -0.78
JHancock2 Lifestyle Growth R6 JULGX -6.35 2.94 -5.84 --- --- ---
JHancock3 Leveraged Companies A JVCAX -9.31 2.90 -15.13 -25.72 19.33 ---
JHancock3 Leveraged Companies A LW JVCAX.LW -9.31 2.90 -15.13 -25.72 19.33 ---
JHancock3 Leveraged Companies B JVCBX -9.33 2.55 -15.33 -26.24 18.53 ---
JHancock3 Leveraged Companies C JVCCX -9.33 2.55 -15.24 -26.24 18.53 ---
JHancock3 Leveraged Companies I JVCIX -9.30 2.90 -15.12 -25.49 19.77 ---
Leuthold Asset Allocation Instl LAAIX -6.07 0.74 -6.15 -7.58 10.02 -0.14
Leuthold Asset Allocation Retail LAALX -6.18 0.63 -6.28 -7.85 9.71 -0.40
Legg Mason Lifestyle Allocation 85% I LANIX -6.07 2.42 -6.07 -6.29 13.04 ---
Leuthold Core Investment Retail LCORX -6.25 0.35 -5.90 -11.12 6.52 -0.08
Leuthold Core Investment I LCRIX -6.31 0.34 -5.91 -11.07 6.63 0.02
Lord Abbett Growth & Inc Strat R2 LGIQX -6.48 1.68 -6.46 -8.09 11.22 ---
Lord Abbett Growth & Inc Strat R3 LGIRX -6.45 1.73 -6.35 -7.98 11.25 ---
Lord Abbett Growth & Inc Strat F LGXFX -6.44 1.89 -6.31 -7.61 11.69 ---
First Pacific Low Volatility Investor LOVIX -4.23 1.25 -3.09 --- --- ---
Compass EMP Multi-Asset Growth A LTGAX -5.25 -3.10 -5.17 -13.13 6.59 ---
Compass EMP Multi-Asset Growth A LW LTGAX.LW -5.25 -3.10 -5.17 -13.13 6.59 ---
Compass EMP Multi-Asset Growth C LTGCX -5.26 -3.41 -5.34 -13.73 5.81 ---
Compass EMP Multi-Asset Growth T LTGTX -5.21 -3.21 -5.21 -13.27 --- ---
Lord Abbett Growth & Inc Strat A LWSAX -6.38 1.85 -6.34 -7.74 11.45 0.43
Lord Abbett Growth & Inc Strat A LW LWSAX.LW -6.38 1.85 -6.34 -7.74 11.45 0.43
Lord Abbett Growth & Inc Strat B LWSBX -6.48 1.53 -6.56 -8.46 10.67 -0.25
Lord Abbett Growth & Inc Strat C LWSCX -6.48 1.55 -6.49 -8.41 10.70 -0.23
Lord Abbett Growth & Inc Strat P LWSPX -6.47 1.72 -6.42 -7.93 11.36 0.33
Lord Abbett Growth & Inc Strat I LWSYX -6.42 1.91 -6.32 -7.54 11.80 0.75
MEMBERS Aggressive Allocation C MAACX -4.87 0.33 -4.87 -5.21 9.58 ---
MEMBERS Aggressive Allocation B MAGBX -4.97 0.22 -4.97 -5.31 9.59 -4.53
MFS Growth Allocation R3 MAGEX -5.62 3.11 -4.70 -4.74 13.56 0.61
MFS Growth Allocation R4 MAGJX -5.58 3.16 -4.60 -4.55 13.86 0.87
MFS Growth Allocation R1 MAGMX -5.64 2.80 -4.82 -5.48 12.73 -0.13
MEMBERS Aggressive Allocation A MAGSX -4.94 0.43 -4.84 -4.62 10.38 -3.81
MEMBERS Aggressive Allocation A LW MAGSX.LW -4.94 0.43 -4.84 -4.62 10.38 -3.81
MFS Growth Allocation A MAGWX -5.58 3.16 -4.66 -4.72 13.59 0.60
MFS Growth Allocation A Load Waived MAGWX.LW -5.58 3.16 -4.66 -4.72 13.59 0.60
MFS Growth Allocation B MBGWX -5.64 2.81 -4.85 -5.49 12.73 -0.11
MFS Growth Allocation C MCGWX -5.66 2.82 -4.87 -5.46 12.73 -0.12
Praxis Genesis Growth A MGAFX -5.98 1.51 -5.98 -5.74 --- ---
Praxis Genesis Growth A Load Waived MGAFX.LW -5.98 1.51 -5.98 -5.74 --- ---
MFS Growth Allocation R2 MGALX -5.62 2.99 -4.75 -5.03 13.28 0.36
MainStay Moderate Growth Allocation A MGDAX -6.47 2.07 -6.14 -5.54 11.41 -0.33
MainStay Moderate Growth Allocation A LW MGDAX.LW -6.47 2.07 -6.14 -5.54 11.41 -0.33
MainStay Moderate Growth Allocation B MGDBX -6.54 1.71 -6.38 -6.39 10.46 -1.14
MainStay Moderate Growth Allocation C MGDCX -6.54 1.71 -6.38 -6.39 10.46 -1.14
MainStay Moderate Growth Allocation I MGDIX -6.50 2.15 -6.10 -5.34 11.66 -0.08
MainStay Moderate Growth Allocation Inv MGDNX -6.47 2.07 -6.14 -5.66 11.27 ---
MFS Growth Allocation I MGWIX -5.54 3.21 -4.56 -4.45 13.88 0.89
MassMutual RetireSMART Moderate Growth A MOGAX -6.64 2.14 -6.46 --- --- ---
MassMutual RetireSMART Moderate Gro A LW MOGAX.LW -6.64 2.14 -6.46 --- --- ---
MassMutual RetireSMART Moderate Growth Y MROYX -6.63 2.24 -6.36 --- --- ---
MassMutual RetireSMART Moderate Growth L MRSLX -6.63 2.24 -6.36 --- --- ---
MassMutual RetireSMART Moderate Growth S MRSSX -6.63 2.24 -6.45 --- --- ---
Maxim Moderately Agrsv Profile II MXBPX -5.35 2.69 -4.97 -3.86 12.67 0.59
Maxim Moderately Agrsv Profile II L MXFPX -5.41 2.55 -5.07 --- --- ---
Maxim Moderately Aggressive Profile I MXRPX -5.44 2.58 -5.12 -3.95 12.46 0.44
Virtus Tactical Allocation A NAINX -5.12 2.83 -4.33 -1.04 10.21 1.75
Virtus Tactical Allocation A LW NAINX.LW -5.12 2.83 -4.33 -1.04 10.21 1.75
Virtus Tactical Allocation B NBINX -5.18 2.51 -4.57 -1.89 9.40 1.00
Nationwide Inv Destinations Mod Agrsv A NDMAX -5.83 1.72 -5.83 -5.98 10.79 -0.98
Nationwide Inv Destinations Mod Agr A LW NDMAX.LW -5.83 1.72 -5.83 -5.98 10.79 -0.98
Nationwide Inv Destinations Mod Agrsv B NDMBX -5.95 1.40 -6.05 -6.76 9.97 -1.72
Nationwide Inv Destinations Mod Agrsv C NDMCX -5.95 1.40 -6.05 -6.75 9.99 -1.71
Nationwide Inv Dest Mod Agrsv Svc NDMSX -5.84 1.61 -5.84 -6.08 10.64 -1.10
North Star Opportunity I NSOIX -5.24 -1.40 -6.48 --- --- ---
North Star Opportunity A NSOPX -5.24 -1.75 -6.81 --- --- ---
North Star Opportunity A Load Waived NSOPX.LW -5.24 -1.75 -6.81 --- --- ---
Oppenheimer Active Allc A OAAAX -5.33 1.80 -5.14 -7.95 10.49 -3.88
Oppenheimer Active Allc A Load Waived OAAAX.LW -5.33 1.80 -5.14 -7.95 10.49 -3.88
Oppenheimer Active Allc B OAABX -5.44 1.49 -5.34 -8.81 9.54 -4.69
Oppenheimer Active Allc C OAACX -5.44 1.61 -5.34 -8.68 9.67 -4.62
Oppenheimer Active Allc N OAANX -5.37 1.70 -5.27 -8.23 10.30 -4.08
Oppenheimer Active Allc Y OAAYX -5.28 2.01 -5.08 -7.70 10.92 -3.51
Putnam Dynamic Asset Allocation: Gr A PAEAX -6.42 3.07 -5.76 -6.69 12.89 -1.50
Putnam Dynamic Asset Allocation: Gr A LW PAEAX.LW -6.42 3.07 -5.76 -6.69 12.89 -1.50
Putnam Dynamic Asset Allocation: Gr B PAEBX -6.54 2.77 -6.02 -7.41 12.02 -2.22
Putnam Dynamic Asset Allocation: Gr C PAECX -6.52 2.74 -6.06 -7.48 12.00 -2.23
Putnam Dynamic Asset Allocation: Gr M PAGMX -6.46 2.86 -5.94 -7.19 12.28 -1.98
Putnam Dynamic Asset Allocation: Gr Y PAGYX -6.45 3.13 -5.80 -6.53 13.11 -1.29
Putnam Dynamic Asset Allocation: Gr R PASRX -6.45 2.94 -5.93 -6.97 12.54 -1.80
Pax World Balanced Instl PAXIX -5.91 1.88 -5.19 -5.50 9.50 -0.42
Pax World Balanced R PAXRX -5.94 1.70 -5.30 -5.98 8.96 -0.89
Pax World Balanced Individual Inv PAXWX -5.93 1.75 -5.28 -5.76 9.23 -0.67
Prospector Capital Appreciation PCAFX -4.51 -3.29 -8.33 -10.75 10.83 ---
Principal SAM Conservative Growth R1 PCGGX -5.86 2.01 -5.25 -4.94 11.91 -0.75
Principal SAM Conservative Growth J PCGJX -5.85 2.17 -5.10 -4.48 12.37 -0.39
Principal SAM Conservative Growth R3 PCGPX -5.85 2.09 -5.17 -4.64 12.28 -0.44
Principal SAM Conservative Growth R2 PCGVX -5.87 2.02 -5.19 -4.82 12.08 -0.63
Principal SAM Conservative Growth Inst PCWIX -5.80 2.30 -5.06 -4.11 12.90 0.11
Principal SAM Conservative Growth R5 PCWPX -5.83 2.16 -5.15 -4.36 12.61 -0.14
Principal SAM Conservative Growth R4 PCWSX -5.81 2.23 -5.07 -4.44 12.49 -0.24
ESG Managers Growth Port A PGPAX -5.90 -0.10 -6.07 -7.64 --- ---
ESG Managers Growth Port A Load Waived PGPAX.LW -5.90 -0.10 -6.07 -7.64 --- ---
Plumb Balanced PLBBX -6.02 1.20 -5.70 -4.87 8.60 ---
ESG Managers Growth Port Inst PMIIX -5.81 0.10 -5.98 -7.40 --- ---
PL Port Optimization Mod-Agrsv A PODAX -6.04 2.86 -5.35 -4.68 12.18 -0.25
PL Port Optimization Mod-Agrsv A LW PODAX.LW -6.04 2.86 -5.35 -4.68 12.18 -0.25
PL Port Optimization Mod-Agrsv B PODBX -6.18 2.61 -5.56 -5.43 11.52 -1.01
PL Port Optimization Mod-Agrsv C PODCX -6.12 2.62 -5.49 -5.47 11.54 -1.00
PL Port Optimization Mod-Agrsv R PODRX -6.05 2.77 -5.35 -4.93 11.95 -0.50
Virtus Tactical Allocation C POICX -5.13 2.59 -4.43 -1.78 9.44 1.01
ESG Managers Growth Port C PWCCX -5.93 -0.29 -6.19 -8.31 --- ---
Russell LifePoints Growth Strategy A RALAX -6.53 1.06 -7.01 -9.11 10.50 -2.05
Russell LifePoints Growth Strategy A LW RALAX.LW -6.53 1.06 -7.01 -9.11 10.50 -2.05
Russell LifePoints Growth Strategy C RALCX -6.64 0.79 -7.19 -9.81 9.67 -2.79
Russell LifePoints Growth Strategy R3 RALDX -6.61 1.04 -7.00 -9.22 10.32 -2.24
Russell LifePoints Growth Strategy E RALEX -6.51 1.05 -6.99 -9.06 10.54 -2.04
Russell LifePoints Growth Strategy R1 RALRX -6.57 1.16 -6.94 -8.77 10.84 -1.77
Russell LifePoints Growth Strategy S RALSX -6.57 1.11 -6.98 -8.89 10.76 -1.81
Russell LifePoints Growth Strategy R2 RALTX -6.51 1.10 -6.94 -8.96 10.64 -2.00
Columbia Port Builder Aggressive C RBGCX -6.96 1.88 -6.33 -7.22 11.73 -1.45
RiverFront Dynamic Equity Income A RLGAX -5.03 0.34 -4.53 -6.44 --- ---
RiverFront Dynamic Equity Income A LW RLGAX.LW -5.03 0.34 -4.53 -6.44 --- ---
RiverFront Dynamic Equity Income C RLGCX -5.16 -0.02 -4.73 -7.25 --- ---
RiverFront Dynamic Equity Income I RLIIX -5.06 0.40 -4.51 -6.26 --- ---
RiverFront Global Allocation A RMGAX -6.30 0.30 -6.65 -10.36 --- ---
RiverFront Global Allocation A LW RMGAX.LW -6.30 0.30 -6.65 -10.36 --- ---
RiverFront Global Allocation C RMGCX -6.33 0.00 -6.77 -11.03 --- ---
RiverFront Global Allocation I RMGIX -6.24 0.30 -6.59 -10.11 --- ---
Roge Partners ROGEX -5.94 -0.29 -6.61 -9.36 10.45 -5.77
Davis Appreciation & Income A RPFCX -8.06 0.82 -8.36 -12.80 12.63 -1.26
Davis Appreciation & Income A LW RPFCX.LW -8.06 0.82 -8.36 -12.80 12.63 -1.26
Columbia Strategic Allocation C RSSCX -4.75 2.68 -4.68 -2.00 10.17 -1.92
Guggenheim All-Asset Agrsv Strat C RYGEX -5.85 1.77 -5.26 -6.68 8.04 -1.39
Guggenheim All-Asset Agrsv Strat A RYGGX -5.87 2.01 -5.22 -6.03 8.84 -0.62
Guggenheim All-Asset Agrsv Strat A LW RYGGX.LW -5.87 2.01 -5.22 -6.03 8.84 -0.62
Guggenheim All-Asset Agrsv Strat H RYGHX -5.87 2.01 -5.13 -6.03 8.84 -0.64
Principal SAM Conservative Growth A SAGPX -5.84 2.19 -5.12 -4.42 12.47 -0.24
Principal SAM Conservative Growth A LW SAGPX.LW -5.84 2.19 -5.12 -4.42 12.47 -0.24
Principal SAM Conservative Growth B SBGPX -5.90 1.87 -5.29 -5.22 11.57 -1.04
Principal SAM Conservative Growth C SCGPX -5.93 1.82 -5.30 -5.19 11.64 -1.00
Legg Mason Lifestyle Allocation 85% A SCHAX -6.13 2.25 -6.20 -6.61 12.59 -1.92
Legg Mason Lifestyle Allocation 85% A LW SCHAX.LW -6.13 2.25 -6.20 -6.61 12.59 -1.92
Legg Mason Lifestyle Allocation 85% B SCHBX -6.18 1.87 -6.47 -7.39 11.80 -2.63
Legg Mason Lifestyle Allocation 85% C SCHCX -6.18 2.02 -6.39 -7.14 12.22 -2.30
SiM Dynamic Allocation Equity Inc A SDEAX -5.73 2.75 -5.27 --- --- ---
SiM Dynamic Allocation Equity Inc A LW SDEAX.LW -5.73 2.75 -5.27 --- --- ---
SiM Dynamic Allocation Equity Inc C SDECX -5.68 2.66 -5.30 --- --- ---
SAAT Market Growth Strategy Allc A SGOAX -7.42 2.53 -6.31 -6.27 13.22 -2.26
SAAT Tax-Managed Aggressive Strategy A SISAX -7.34 2.58 -6.21 -6.56 13.19 -2.28
SAAT Core Market Strategy Allc A SKTAX -7.40 2.43 -6.36 -6.49 13.13 -2.69
Schwab MarketTrack Growth Investor SWHGX -5.63 1.59 -5.79 -4.95 11.40 -0.86
SAAT Moderate Strategy Allc A SXMAX -3.79 3.32 -2.33 -0.90 16.80 0.53
TCW Global Flexible Allocation I TGPBX -2.78 0.75 -1.59 -7.57 7.57 -4.14
TCW Global Flexible Allocation N TGPLX -2.78 0.50 -1.59 -7.67 7.49 -4.18
Thrivent Moderately Agrsv Allocation A TMAAX -5.63 1.80 -5.88 -6.90 11.98 -0.53
Thrivent Moderately Agrsv Allocatio A LW TMAAX.LW -5.63 1.80 -5.88 -6.90 11.98 -0.53
Thrivent Moderately Agrsv Allocation I TMAFX -5.60 1.89 -5.85 -6.49 12.41 -0.20
Transamerica Asset Allc Mod Gr I TMGIX -5.33 3.31 -4.62 -5.79 --- ---
T. Rowe Price Personal Strat Growth TRSGX -7.17 3.17 -6.13 -4.80 13.60 -0.08
Timothy Plan Strategic Growth A TSGAX -6.12 0.88 -7.26 -8.49 11.08 -2.96
Timothy Plan Strategic Growth A LW TSGAX.LW -6.12 0.88 -7.26 -8.49 11.08 -2.96
Timothy Plan Strategic Growth C TSGCX -6.31 0.47 -7.54 -9.89 10.18 -3.76
TIAA-CREF Lifestyle Growth Institutional TSGGX -6.65 3.02 -5.88 --- --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX -6.66 2.92 -5.97 --- --- ---
TIAA-CREF Lifestyle Growth Premier TSGPX -6.57 3.02 -5.88 --- --- ---
TIAA-CREF Lifestyle Growth Retirement TSGRX -6.66 2.92 -5.97 --- --- ---
Touchstone Moderate Growth Allc A TSMAX -5.87 1.83 -5.45 -4.99 11.24 -1.25
Touchstone Moderate Growth Allc A LW TSMAX.LW -5.87 1.83 -5.45 -4.99 11.24 -1.25
Touchstone Moderate Growth Allc C TSMCX -5.98 1.57 -5.64 -5.66 10.40 -2.00
Touchstone Moderate Gr Allc Instl TSMIX -5.85 1.92 -5.34 -4.72 11.57 -0.98
Touchstone Moderate Growth Allc Y TSMYX -5.90 1.91 -5.40 -4.76 11.52 -1.02
Two Oaks Diversified Growth & Income TWOAX -6.80 0.47 -6.98 -3.70 13.67 0.71
American Century Strat Allc: Agrsv Inv TWSAX -6.54 3.41 -4.87 -4.07 12.27 0.68
VALIC Company II Agrsv Growth Lifestyle VAGLX -5.79 3.60 -4.96 -2.76 14.60 0.95
Vanguard LifeStrategy Growth Inv VASGX -5.85 2.18 -5.52 -5.67 11.78 -1.22
Value Line Asset Allocation VLAAX -4.98 4.61 -2.97 2.01 14.20 2.33
Vantagepoint Mdl Port Long-Term Growth VPLGX -5.68 2.17 -5.46 -5.38 10.77 -0.06
Wilmington Strategic Allc Agrsv A WAAAX -7.02 1.55 -6.90 -9.32 9.84 -3.37
Wilmington Strategic Allc Agrsv A LW WAAAX.LW -7.02 1.55 -6.90 -9.32 9.84 -3.37
Wilmington Strategic Allc Agrsv Instl WAAIX -6.89 1.74 -6.82 -9.01 10.16 -3.12
Wells Fargo Advantage WB Growth Balanced WBGBX -6.53 3.32 -5.06 -6.15 11.52 -1.69
Wells Fargo Advantage WB Gr Allocation WBGGX -7.47 3.76 -5.86 -7.54 12.20 -2.97
Whitebox Tactical Opportunities Investor WBMAX -5.44 3.07 -7.38 --- --- ---
Whitebox Tactical Opportunities Instl WBMIX -5.53 3.17 -7.29 --- --- ---
Whitebox Tactical Opportunities Advisor WBMRX -5.53 3.07 -7.38 --- --- ---
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