Membership Home Portfolio Stocks Bonds Funds ETFs CEFs Markets Tools Real Life Finance Discuss

Aggressive Allocation: Total Returns

Print
Data through 5/17/2013. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Aggressive Allocation 6.22 11.89 6.77 23.76 11.22 3.49
American Century Strat Allc: Agrsv Inst AAAIX 6.07 11.68 6.88 23.38 12.91 4.38
American Century Strat Allc: Agrsv R AAARX 6.14 11.43 6.68 22.57 12.16 3.66
Invesco Growth Allocation A AADAX 5.45 9.77 5.54 22.35 12.16 2.24
Invesco Growth Allocation A Load Waived AADAX.LW 5.45 9.77 5.54 22.35 12.16 2.24
Invesco Growth Allocation C AADCX 5.43 9.52 5.43 21.47 11.34 1.48
Invesco Growth Allocation R5 AADIX 5.51 9.98 5.68 22.89 12.52 2.56
Invesco Growth Allocation R AADRX 5.47 9.71 5.56 22.11 11.89 1.99
Invesco Growth Allocation S AADSX 5.54 9.86 5.62 22.58 12.30 ---
Invesco Growth Allocation Y AADYX 5.46 9.87 5.63 22.67 12.44 ---
Invesco Growth Allocation B AAEBX 5.43 9.52 5.43 21.47 11.34 1.48
AmericaFirst Absolute Return A ABRFX 8.12 12.37 8.29 8.77 0.72 ---
AmericaFirst Absolute Return A LW ABRFX.LW 8.12 12.37 8.29 8.77 0.72 ---
AmericaFirst Absolute Return U ABRUX 8.13 12.07 8.18 8.18 0.19 ---
AmericaFirst Absolute Return I ABRWX 8.25 12.61 8.45 9.30 --- ---
Forward Growth Allocation Instl ACGAX 4.60 10.14 5.86 21.70 8.77 1.60
American Century Strat Allc: Agrsv A ACVAX 6.02 11.44 6.69 22.68 12.40 3.93
American Century Strat Allc: Agrsv A LW ACVAX.LW 6.02 11.44 6.69 22.68 12.40 3.93
Alpine Foundation A ADABX 3.87 9.54 5.87 18.06 --- ---
Alpine Foundation A Load Waived ADABX.LW 3.87 9.54 5.87 18.06 --- ---
Alpine Foundation Institutional ADBYX 3.87 9.60 5.93 18.39 9.61 2.63
Forward Growth Allocation Investor AGALX 4.54 9.88 5.75 21.04 8.21 1.09
Forward Growth Allocation C AGGGX 4.44 9.70 5.61 20.42 7.67 0.59
Ibbotson Agrsv Growth ETF Asset Allc II AGTFX 6.03 11.00 6.24 24.47 11.15 2.53
American Century Strat Allc: Agrsv B ALLBX 6.07 11.12 6.62 21.82 11.61 3.14
Forward Growth Allocation A AOGAX 4.54 9.99 5.78 21.21 8.39 1.24
Forward Growth Allocation A Load Waived AOGAX.LW 4.54 9.99 5.78 21.21 8.39 1.24
American Century One Choice Agrsv Inv AOGIX 6.16 11.77 7.01 23.70 13.04 4.39
American Century Strat Allc: Agrsv C ASTAX 6.09 11.15 6.64 21.88 11.59 3.15
Ascendant Balanced A ATBAX 4.99 12.63 6.65 20.52 --- ---
Ascendant Balanced A Load Waived ATBAX.LW 4.99 12.63 6.65 20.52 --- ---
Ascendant Balanced I ATBIX 4.96 12.74 6.70 20.82 --- ---
Ascendant Balanced C ATBTX 4.96 12.29 6.46 19.68 --- ---
Columbia Capital Allocation Aggressive A AXBAX 6.39 12.41 6.94 25.15 12.66 4.18
Columbia Capital Allocation Aggress A LW AXBAX.LW 6.39 12.41 6.94 25.15 12.66 4.18
Columbia Capital Allocation Aggressive B AXPBX 6.40 12.12 6.86 24.28 11.81 3.39
Sterling Capital Strategic Allc Gr C BCGCX 5.68 9.54 5.85 20.40 9.11 2.00
Sterling Capital Strategic Allc Gr A BCMAX 5.75 9.93 6.08 21.30 9.95 2.78
Sterling Capital Strategic Allc Gr A LW BCMAX.LW 5.75 9.93 6.08 21.30 9.95 2.78
Sterling Capital Strategic Allc Gr B BCMBX 5.66 9.60 5.92 20.38 9.11 2.00
Sterling Capital Strategic Allc Gr I BCMTX 5.74 9.96 6.13 21.54 10.20 3.03
Calvert Aggressive Allocation A CAAAX 7.02 14.53 8.25 28.23 11.95 2.66
Calvert Aggressive Allocation A LW CAAAX.LW 7.02 14.53 8.25 28.23 11.95 2.66
Calvert Aggressive Allocation C CAACX 6.89 14.04 7.96 26.72 10.56 1.33
Columbia Capital Allocation Aggressive K CAGRX 6.47 12.48 7.02 25.34 12.80 4.37
Columbia Marsico Flexible Capital C CCFCX 9.81 17.37 11.74 30.49 --- ---
Columbia Marsico Flexible Capital R CCFRX 9.78 17.59 11.78 31.14 --- ---
Columbia Marsico Flexible Capital A CCMAX 9.83 17.66 11.90 31.42 --- ---
Columbia Marsico Flexible Capital A LW CCMAX.LW 9.83 17.66 11.90 31.42 --- ---
Columbia Marsico Flexible Capital Z CCMZX 9.87 17.76 11.93 31.74 --- ---
American Funds Gr and Inc Port 529-A CGNAX 5.62 11.56 7.92 --- --- ---
American Funds Gr and Inc Port 529-A LW CGNAX.LW 5.62 11.56 7.92 --- --- ---
American Funds Gr and Inc Port 529-B CGNBX 5.45 11.19 7.66 --- --- ---
American Funds Gr and Inc Port 529-C CGNCX 5.46 11.13 7.60 --- --- ---
American Funds Gr and Inc Port 529-E CGNEX 5.54 11.32 7.70 --- --- ---
American Funds Gr and Inc Port 529-F-1 CGNFX 5.62 11.60 7.87 --- --- ---
AdvisorOne Select Allocation N CLBLX 5.56 11.33 6.26 22.41 11.14 1.24
Columbia Global Opportunities R5 CLNRX 4.32 8.22 3.98 --- --- ---
AdvisorOne Shelter N CLSHX 6.63 14.68 10.39 15.89 3.35 ---
Catalyst/Lyons Tactical Allocation A CLTAX 8.70 19.41 11.92 --- --- ---
Catalyst/Lyons Tactical Allocation A LW CLTAX.LW 8.70 19.41 11.92 --- --- ---
Catalyst/Lyons Tactical Allocation C CLTCX 8.57 18.97 11.79 --- --- ---
RidgeWorth Growth Allocation Strategy I CLVGX 5.86 9.82 5.48 19.43 10.04 5.13
Columbia Capital Allocation Aggressive R CPARX 6.34 12.28 6.89 24.83 --- ---
Columbia Capital Allocation Aggressive Z CPAZX 6.50 12.55 7.06 25.54 --- ---
Columbia Global Opportunities R CSARX 4.34 8.00 3.85 17.77 10.24 2.68
Columbia Global Opportunities Z CSAZX 4.33 8.23 3.97 18.35 --- ---
Columbia Global Opportunities R4 CSDRX 4.41 8.19 3.96 --- --- ---
American Funds College 2030 529-A CTHAX 6.82 12.14 7.95 --- --- ---
American Funds College 2030 529-A LW CTHAX.LW 6.82 12.14 7.95 --- --- ---
American Funds College 2030 529-B CTHBX 6.84 11.94 7.86 --- --- ---
American Funds College 2030 529-E CTHEX 6.83 12.04 7.96 --- --- ---
American Funds College 2030 529-F-1 CTHFX 6.91 12.34 8.14 --- --- ---
Columbia Marsico Flexible Capital R5 CTXRX 9.80 17.82 12.01 --- --- ---
American Funds College 2030 529-C CTYCX 6.85 11.85 7.77 --- --- ---
Davis Appreciation & Income B DCSBX 8.68 14.01 5.01 20.66 7.57 2.99
Davis Appreciation & Income C DCSCX 8.68 14.05 5.06 20.81 7.69 3.10
Davis Appreciation & Income Y DCSYX 8.79 14.53 5.32 22.06 8.79 4.17
Delaware Foundation Growth Allc A DFGAX 5.47 11.02 6.45 22.59 11.43 4.83
Delaware Foundation Growth Allc A LW DFGAX.LW 5.47 11.02 6.45 22.59 11.43 4.83
Delaware Foundation Growth Allc C DFGCX 5.49 10.74 6.40 21.76 10.61 4.08
Delaware Foundation Growth Allc B DFGDX 5.48 11.04 6.59 22.60 11.28 4.43
Delaware Foundation Growth Allc I DFGIX 5.44 11.18 6.62 22.86 11.72 5.11
Delaware Foundation Growth Allc R DFGRX 5.50 10.98 6.49 22.31 11.19 4.60
Transamerica Instl Asst Allc Itm/Lg Hrzn DILHX 5.98 10.82 6.40 20.79 11.56 3.68
Transamerica Instl Asset Allc Lng Hrzn DILSX 7.75 13.72 7.82 25.40 12.85 2.62
Transamerica Asset Allc Interm/Long Hrzn DVASX 5.92 10.76 6.26 20.43 11.35 3.40
Transamerica Asset Allc Long Horizon DVLSX 7.67 13.50 7.71 25.00 12.50 2.27
MFS Growth Allocation 529A EAGWX 5.42 11.32 6.29 24.07 13.04 4.80
MFS Growth Allocation 529A Load Waived EAGWX.LW 5.42 11.32 6.29 24.07 13.04 4.80
MFS Growth Allocation 529B EBGWX 5.37 11.05 6.05 23.07 12.20 4.03
MFS Growth Allocation 529C ECGWX 5.34 10.98 6.09 23.08 12.21 4.04
Wells Fargo Advantage Divers Cptl Bldr A EKBAX 7.22 17.01 9.66 31.60 14.74 2.64
Wells Fargo Advantage Divers Cptl B A LW EKBAX.LW 7.22 17.01 9.66 31.60 14.74 2.64
Wells Fargo Advantage Divers Cptl Bldr B EKBBX 7.31 16.64 9.50 30.74 13.90 1.97
Wells Fargo Advantage Divers Cptl Bldr C EKBCX 7.22 16.60 9.43 30.62 13.86 1.88
Wells Fargo Advantage Divers CptBldr Adm EKBDX 7.21 17.08 9.73 31.89 --- ---
Wells Fargo Advantage Divers Cptl Bldr I EKBYX 7.26 17.08 9.69 32.15 15.22 3.00
Manning & Napier Pro-Blend Max Term S EXHAX 6.36 13.84 6.53 29.37 11.83 4.85
Nuveen Strategy Aggressive Gr Allc A FAAGX 8.17 14.74 9.26 27.32 12.32 3.21
Nuveen Strategy Aggressive Gr Allc A LW FAAGX.LW 8.17 14.74 9.26 27.32 12.32 3.21
Nuveen Strategy Growth Allocation A FAGSX 6.67 12.46 7.85 23.42 11.46 3.84
Nuveen Strategy Growth Allocation A LW FAGSX.LW 6.67 12.46 7.85 23.42 11.46 3.84
Fidelity Asset Manager 85% FAMRX 6.83 12.64 7.12 25.72 12.49 4.46
FBP Appreciation & Income Opportunities FBPBX 6.08 16.90 8.20 27.14 8.52 4.17
Fidelity Advisor Asset Manager 85% A FEYAX 6.82 12.51 7.03 25.34 12.18 4.18
Fidelity Advisor Asset Manager 85% A LW FEYAX.LW 6.82 12.51 7.03 25.34 12.18 4.18
Fidelity Advisor Asset Manager 85% B FEYBX 6.69 12.14 6.76 24.29 11.27 3.33
Fidelity Advisor Asset Manager 85% C FEYCX 6.75 12.18 6.82 24.37 11.35 3.38
Fidelity Advisor Asset Manager 85% I FEYIX 6.78 12.60 7.07 25.67 12.50 4.49
Fidelity Advisor Asset Manager 85% T FEYTX 6.76 12.38 6.98 25.03 11.88 3.91
Franklin Templeton Founding Allc Adv FFAAX 6.32 12.59 7.32 29.98 12.99 3.86
Franklin Templeton Founding Allc C FFACX 6.29 12.19 7.03 28.68 11.86 2.84
Franklin Templeton Founding Allc A FFALX 6.36 12.57 7.36 29.73 12.74 3.60
Franklin Templeton Founding Allc A LW FFALX.LW 6.36 12.57 7.36 29.73 12.74 3.60
Franklin Templeton Founding Allc R FFARX 6.36 12.46 7.26 29.46 12.43 3.36
Fidelity Four-in-One Index FFNOX 6.35 13.49 8.02 27.13 13.36 4.49
Franklin Templeton Growth Allocation A FGTIX 5.45 10.15 5.61 20.33 10.04 4.35
Franklin Templeton Growth Allocatio A LW FGTIX.LW 5.45 10.15 5.61 20.33 10.04 4.35
Franklin Templeton Growth Allocation R FGTRX 5.46 10.07 5.55 20.07 9.78 4.11
Franklin Templeton Growth Allocation Adv FGTZX 5.50 10.25 5.71 20.70 10.34 4.62
Nuveen Strategy Aggressive Gr Allc C FSACX 8.09 14.36 9.06 26.34 11.46 2.44
Nuveen Strategy Aggressive Gr Allc R3 FSASX 8.11 14.58 9.14 26.94 12.03 2.95
Nuveen Strategy Aggressive Gr Allc I FSAYX 8.22 14.87 9.31 27.66 12.59 3.45
Nuveen Strategy Aggressive Gr Allc B FSGBX 8.14 14.41 9.11 26.36 11.47 2.43
Nuveen Strategy Growth Allocation I FSGYX 6.72 12.59 7.90 23.84 11.72 4.10
Nuveen Strategy Growth Allocation B FSNBX 6.66 12.09 7.59 22.53 10.63 3.06
Nuveen Strategy Growth Allocation C FSNCX 6.74 12.17 7.67 22.61 10.63 3.08
Nuveen Strategy Growth Allocation R3 FSNSX 6.66 12.32 7.77 23.18 11.17 3.57
Franklin Templeton Growth Allocation C FTGTX 5.39 9.84 5.42 19.41 9.23 3.57
American Funds Gr and Inc Port B GAIBX 5.55 11.23 7.70 --- --- ---
American Funds Gr and Inc Port F-2 GAIEX 5.53 11.64 7.91 --- --- ---
American Funds Gr and Inc Port F-1 GAIFX 5.53 11.47 7.85 --- --- ---
American Funds Gr and Inc Port A GAIOX 5.53 11.46 7.83 --- --- ---
American Funds Gr and Inc Port A LW GAIOX.LW 5.53 11.46 7.83 --- --- ---
American Funds Gr and Inc Port C GAITX 5.46 11.17 7.64 --- --- ---
GuideStone Funds Growth Allocation I GS2 GCOYX 6.07 11.12 6.64 24.12 12.20 4.51
GuideStone Funds Growth Allocation GS4 GCOZX 6.00 11.04 6.55 23.89 11.99 4.31
GuideStone Defensive Market Strats GS2 GDMYX 4.50 11.59 6.86 18.42 --- ---
GuideStone Defensive Market Strats GS4 GDMZX 4.51 11.60 6.87 18.16 --- ---
Ibbotson Growth ETF Asset Allocation II GETFX 5.53 10.15 5.85 22.09 10.47 3.06
GuidePath Strategic Asset Allc Instl GISRX 6.95 11.38 6.53 --- --- ---
GuidePath Tact Constnd Asst Allc Instl GITTX 5.33 9.37 5.33 --- --- ---
Nationwide Inv Dest Mod Agrsv R2 GMARX 6.17 12.23 7.17 24.80 11.58 3.59
Nationwide Inv Destinations Mod Agrsv I GMIAX 6.15 12.50 7.29 25.51 12.26 4.25
GuidePath Strategic Asset Allc Svc GPSTX 6.95 11.15 6.32 26.50 --- ---
GuidePath Tact Constnd Asst Allc Svc GPTCX 5.13 9.04 5.13 21.71 --- ---
Pioneer Ibbotson Growth Allocation A GRAAX 5.79 11.19 6.43 21.76 10.01 3.00
Pioneer Ibbotson Growth Allocation A LW GRAAX.LW 5.79 11.19 6.43 21.76 10.01 3.00
Pioneer Ibbotson Growth Allocation B GRABX 5.75 10.84 6.26 20.81 9.15 2.23
Pioneer Ibbotson Growth Allocation C GRACX 5.76 10.94 6.33 20.95 9.27 2.31
HSBC World Selection Aggressive Strat A HAAGX 6.63 12.39 6.63 25.72 11.27 1.45
HSBC World Selection Aggressive Str A LW HAAGX.LW 6.63 12.39 6.63 25.72 11.27 1.45
HSBC World Selection Aggressive Strat B HBAGX 6.56 12.05 6.40 24.71 10.41 0.67
HSBC World Selection Aggressive Strat C HCAGX 6.59 12.10 6.42 24.82 10.44 0.68
Highland Energy MLP A HEFAX 4.00 9.74 4.30 20.02 --- ---
Highland Energy MLP A Load Waived HEFAX.LW 4.00 9.74 4.30 20.02 --- ---
Highland Energy MLP C HEFCX 3.82 9.34 4.13 19.12 --- ---
Highland Energy MLP R HEFRX 3.83 9.57 4.24 19.77 --- ---
Highland Energy MLP Y HEFYX 3.93 9.77 4.34 20.63 --- ---
Huntington Growth Allocation A HGRFX 4.26 10.21 5.00 18.45 9.86 ---
Huntington Growth Allocation A LW HGRFX.LW 4.26 10.21 5.00 18.45 9.86 ---
Hartford Growth Allocation A HRAAX 6.59 10.58 6.09 23.95 11.30 3.43
Hartford Growth Allocation A LW HRAAX.LW 6.59 10.58 6.09 23.95 11.30 3.43
Hartford Growth Allocation B HRABX 6.55 10.20 5.88 23.04 10.41 2.62
Hartford Growth Allocation C HRACX 6.48 10.22 5.89 23.02 10.49 2.68
Hartford Growth Allocation I HRAIX 6.62 10.72 6.20 24.34 11.69 3.80
Hartford Growth Allocation R3 HRARX 6.53 10.40 6.03 23.63 10.98 3.12
Hartford Growth Allocation R4 HRASX 6.61 10.62 6.20 24.07 11.33 3.47
Hartford Growth Allocation R5 HRATX 6.59 10.67 6.17 24.42 11.68 3.79
ING Solution Moderately Agrsv Port ADV IAGAX 6.35 11.11 6.35 23.29 11.55 ---
ING Solution Moderately Agrsv Port I IAGIX 6.43 11.41 6.51 24.02 12.18 ---
ING Solution Moderately Agrsv Port S IAGSX 6.48 11.31 6.39 23.63 11.88 ---
ING Solution Moderately Agrsv Port S2 IAGTX 6.37 11.18 6.37 23.50 11.72 ---
Pioneer Ibbotson Aggressive Allocation B IALBX 6.76 12.33 7.05 23.59 9.67 1.36
Pioneer Ibbotson Aggressive Allocation C IALCX 6.79 12.52 7.17 23.84 9.84 1.43
Pioneer Ibbotson Aggressive Allocation Y IBAYX 6.77 12.89 7.32 24.93 10.62 2.22
Pioneer Ibbotson Growth Allocation Y IBGYX 5.85 11.53 6.65 22.18 9.94 3.48
Ivy Balanced A IBNAX 5.50 11.57 6.14 19.96 12.39 6.64
Ivy Balanced A Load Waived IBNAX.LW 5.50 11.57 6.14 19.96 12.39 6.64
Ivy Balanced B IBNBX 5.44 11.29 5.94 19.02 11.51 5.78
Ivy Balanced C IBNCX 5.43 11.31 5.98 19.14 11.65 5.96
Ivy Balanced Y IBNYX 5.50 11.57 6.14 19.98 12.45 6.72
Innealta Capital Sector Rotation I ICSIX 0.29 0.57 1.05 8.92 --- ---
Innealta Capital Sector Rotation N ICSNX 0.19 0.42 0.99 8.62 --- ---
Columbia Global Opportunities K IDRYX 4.41 8.26 4.02 18.16 10.67 3.12
ICON Equity Income A IEQAX 6.89 15.09 8.02 27.63 12.60 4.09
ICON Equity Income A Load Waived IEQAX.LW 6.89 15.09 8.02 27.63 12.60 4.09
ING Retirement Growth Port I IIRGX 5.68 11.36 6.93 23.77 11.74 2.64
Transamerica Asset Allc Mod Gr R IMGRX 5.76 11.50 6.99 20.90 10.24 2.91
Transamerica Asset Allc Mod Gr A IMLAX 5.74 11.45 6.97 21.04 10.42 3.07
Transamerica Asset Allc Mod Gr A LW IMLAX.LW 5.74 11.45 6.97 21.04 10.42 3.07
Transamerica Asset Allc Mod Gr B IMLBX 5.72 11.15 6.78 20.09 9.60 2.35
Transamerica Asset Allc Mod Gr C IMLLX 5.68 11.23 6.74 20.18 9.68 2.41
Columbia Global Opportunities B IMRBX 4.28 7.87 3.69 17.13 9.69 2.19
Columbia Global Opportunities A IMRFX 4.33 8.15 3.90 18.01 10.54 2.96
Columbia Global Opportunities A LW IMRFX.LW 4.33 8.15 3.90 18.01 10.54 2.96
ICON Equity Income C IOECX 6.83 14.72 7.83 26.71 11.76 3.32
ICON Equity Income S IOEZX 6.94 15.16 8.04 27.96 12.87 4.36
ING Retirement Growth Port Adv IRGPX 5.55 11.16 6.81 23.30 11.26 2.15
ING Strat Allocation Growth Port I ISAGX 6.59 12.22 7.24 25.97 12.25 3.10
ING Strat Allocation Growth Port S ISGRX 6.50 12.06 7.16 25.64 11.97 2.85
ING Franklin Templeton Fdng Str Port Adv ITFAX 6.26 12.73 7.29 29.39 12.37 3.75
ING Franklin Templeton Fdng Str Port I ITFIX 6.23 13.04 7.46 30.17 13.03 4.37
ING Franklin Templeton Fdng Str Port S ITFSX 6.16 12.87 7.39 29.87 12.73 4.13
Ivy Balanced R IYBFX 5.45 11.42 6.05 --- --- ---
Ivy Balanced I IYBIX 5.55 11.69 6.25 20.26 12.73 7.01
JHancock2 Lifestyle Growth A JALGX 6.12 11.53 6.42 23.92 11.26 3.68
JHancock2 Lifestyle Growth A LW JALGX.LW 6.12 11.53 6.42 23.92 11.26 3.68
JHancock2 Lifestyle Growth B JBLGX 6.12 11.20 6.19 23.08 10.44 2.92
JHancock2 Lifestyle Growth C JCLGX 6.05 11.14 6.20 23.03 10.46 2.95
JHVIT Frkln Templ Fdng Allc Tr Ser NAV JFANX 6.33 12.87 7.36 30.08 12.81 4.56
JHVIT Frkln Templ Fdng Allc Tr Ser I JFAOX 6.33 12.77 7.36 30.01 12.76 4.51
JHVIT Frkln Templ Fdng Allc Tr Ser II JFATX 6.32 12.76 7.26 29.74 12.52 4.30
Janus Global Allocation Growth A JGCAX 6.25 11.24 6.65 24.46 10.08 ---
Janus Global Allocation Growth A LW JGCAX.LW 6.25 11.24 6.65 24.46 10.08 ---
Janus Global Allocation Growth C JGCCX 6.17 10.97 6.50 23.55 9.22 ---
Janus Global Allocation Growth I JGCIX 6.21 11.27 6.70 24.67 10.35 ---
Janus Global Allocation Growth S JGCSX 6.19 11.21 6.68 24.35 9.92 ---
JHancock2 Lifestyle Growth 5 JHLGX 6.14 11.66 6.52 24.55 11.81 4.22
JHancock2 Lifestyle Growth 1 JILGX 6.14 11.66 6.44 24.37 11.75 4.16
Janus Global Allocation Growth D JNSGX 6.21 11.27 6.70 24.65 10.24 3.46
JHancock2 Lifestyle Growth R1 JPLGX 6.11 11.34 6.25 23.46 10.89 3.35
JHancock2 Lifestyle Growth R2 JQLGX 6.15 11.43 6.38 23.82 --- ---
JHancock2 Lifestyle Growth R3 JRLGX 6.13 11.39 6.36 23.60 10.99 3.43
JHancock2 Lifestyle Growth R4 JSLGX 6.13 11.55 6.43 24.04 11.33 3.77
Janus Global Allocation Growth T JSPGX 6.29 11.36 6.78 24.71 10.20 3.42
JHancock2 Lifestyle Growth R5 JTLGX 6.19 11.69 6.49 24.34 11.66 4.06
JHancock2 Lifestyle Growth R6 JULGX 6.14 11.66 6.44 24.47 --- ---
JHancock3 Leveraged Companies A JVCAX 13.15 17.77 9.49 56.14 10.63 10.52
JHancock3 Leveraged Companies A LW JVCAX.LW 13.15 17.77 9.49 56.14 10.63 10.52
JHancock3 Leveraged Companies B JVCBX 13.05 17.49 9.29 54.89 9.85 9.74
JHancock3 Leveraged Companies C JVCCX 13.05 17.49 9.29 55.07 9.85 9.75
JHancock3 Leveraged Companies I JVCIX 13.19 18.00 9.62 56.74 11.08 10.94
Leuthold Asset Allocation Instl LAAIX 5.32 9.00 5.44 16.43 7.32 1.54
Leuthold Asset Allocation Retail LAALX 5.24 8.89 5.33 16.09 7.01 1.28
Legg Mason Lifestyle Allocation 85% I LANIX 6.93 13.75 7.50 27.47 13.50 ---
Leuthold Core Investment Retail LCORX 4.73 10.01 4.90 17.84 6.27 0.66
Leuthold Core Investment I LCRIX 4.73 10.01 4.90 17.98 6.37 0.77
Lord Abbett Growth & Inc Strat R2 LGIQX 5.94 12.56 6.50 26.44 11.59 5.30
Lord Abbett Growth & Inc Strat R3 LGIRX 5.92 12.54 6.46 26.53 11.70 5.16
Lord Abbett Growth & Inc Strat F LGXFX 5.96 12.74 6.60 27.10 12.15 5.57
CGM Mutual LOMMX 8.11 15.87 6.47 30.16 10.10 -0.45
First Pacific Low Volatility Investor LOVIX 3.20 12.66 6.40 16.91 --- ---
Loomis Sayles Capital Income A LSCAX 6.92 17.79 9.99 33.36 --- ---
Loomis Sayles Capital Income A LW LSCAX.LW 6.92 17.79 9.99 33.36 --- ---
Loomis Sayles Capital Income C LSCCX 6.84 17.47 9.68 30.67 --- ---
Loomis Sayles Capital Income Y LSCYX 6.92 17.85 9.95 33.62 --- ---
Lord Abbett Growth & Inc Strat A LWSAX 5.90 12.63 6.49 26.83 11.95 5.35
Lord Abbett Growth & Inc Strat A LW LWSAX.LW 5.90 12.63 6.49 26.83 11.95 5.35
Lord Abbett Growth & Inc Strat B LWSBX 5.88 12.37 6.40 25.90 11.16 4.63
Lord Abbett Growth & Inc Strat C LWSCX 5.88 12.39 6.36 25.97 11.16 4.64
Lord Abbett Growth & Inc Strat P LWSPX 5.93 12.58 6.47 26.59 11.79 5.24
Lord Abbett Growth & Inc Strat I LWSYX 5.94 12.78 6.59 27.18 12.25 5.67
Madison Aggressive Allocation C MAACX 5.49 12.17 6.90 22.32 10.31 -0.18
Madison Aggressive Allocation B MAGBX 5.49 12.19 6.91 22.21 10.28 -0.18
MFS Growth Allocation R3 MAGEX 5.43 11.33 6.30 24.07 13.11 4.90
MFS Growth Allocation R4 MAGJX 5.45 11.46 6.39 24.33 13.40 5.15
MFS Growth Allocation R1 MAGMX 5.32 11.02 6.08 23.20 12.29 4.12
Madison Aggressive Allocation A MAGSX 5.55 12.53 7.05 23.18 11.12 0.55
Madison Aggressive Allocation A LW MAGSX.LW 5.55 12.53 7.05 23.18 11.12 0.55
MFS Growth Allocation A MAGWX 5.39 11.31 6.25 24.12 13.13 4.88
MFS Growth Allocation A Load Waived MAGWX.LW 5.39 11.31 6.25 24.12 13.13 4.88
MFS Growth Allocation B MBGWX 5.38 11.07 6.12 23.16 12.29 4.12
MFS Growth Allocation C MCGWX 5.35 11.00 6.09 23.12 12.28 4.12
Praxis Genesis Growth A MGAFX 6.12 11.05 6.66 21.55 10.89 ---
Praxis Genesis Growth A Load Waived MGAFX.LW 6.12 11.05 6.66 21.55 10.89 ---
MFS Growth Allocation R2 MGALX 5.37 11.27 6.18 23.77 12.85 4.64
MainStay Moderate Growth Allocation A MGDAX 6.25 14.09 8.02 26.73 12.93 4.70
MainStay Moderate Growth Allocation A LW MGDAX.LW 6.25 14.09 8.02 26.73 12.93 4.70
MainStay Moderate Growth Allocation B MGDBX 6.17 13.72 7.78 25.52 11.91 3.79
MainStay Moderate Growth Allocation C MGDCX 6.17 13.72 7.78 25.52 11.91 3.79
MainStay Moderate Growth Allocation I MGDIX 6.28 14.25 8.12 27.11 13.19 4.96
MainStay Moderate Growth Allocation Inv MGDNX 6.25 14.01 7.94 26.42 12.72 4.58
MFS Growth Allocation I MGWIX 5.47 11.43 6.40 24.44 13.42 5.18
Manning & Napier Pro-Blend Maxm Term C MNHCX 6.18 13.48 6.27 28.35 10.94 ---
Manning & Napier Pro-Blend Max Term I MNHIX 6.35 13.87 6.53 29.63 12.10 5.10
Manning & Napier Pro-Blend Max Term R MNHRX 6.24 13.67 6.40 28.97 --- ---
MassMutual RetireSMART Moderate Growth A MOGAX 6.35 11.70 6.45 24.59 --- ---
MassMutual RetireSMART Moderate Gro A LW MOGAX.LW 6.35 11.70 6.45 24.59 --- ---
MassMutual RetireSMART Moderate Growth Y MROYX 6.45 11.91 6.54 25.14 --- ---
MassMutual RetireSMART Moderate Growth L MRSLX 6.45 11.91 6.54 25.03 --- ---
MassMutual RetireSMART Moderate Growth S MRSSX 6.45 11.91 6.54 25.19 --- ---
Great-West Moderately Agg Prfl II Init MXBPX 5.94 11.91 6.85 24.31 11.47 4.98
Great-West Moderately Agg Profile II L MXFPX 3.99 11.19 6.28 21.82 --- ---
Great-West Moderately Agg Profile I Init MXRPX 5.88 11.86 6.89 24.19 11.35 4.83
Nationwide Inv Destinations Mod Agrsv A NDMAX 6.15 12.39 7.20 25.16 11.97 3.97
Nationwide Inv Destinations Mod Agr A LW NDMAX.LW 6.15 12.39 7.20 25.16 11.97 3.97
Nationwide Inv Destinations Mod Agrsv B NDMBX 6.06 12.09 7.04 24.35 11.15 3.21
Nationwide Inv Destinations Mod Agrsv C NDMCX 6.17 12.13 7.07 24.38 11.18 3.23
Nationwide Inv Dest Mod Agrsv Svc NDMSX 6.16 12.40 7.20 25.20 11.83 3.86
Nuveen Intelligent Risk Growth Allc A NIGAX 6.46 6.77 2.36 17.95 --- ---
Nuveen Intelligent Risk Growth Allc A LW NIGAX.LW 6.46 6.77 2.36 17.95 --- ---
Nuveen Intelligent Risk Growth Allc C NIGCX 6.38 6.48 2.13 17.07 --- ---
Nuveen Intelligent Risk Growth Allc I NIGIX 6.51 6.87 2.41 18.25 --- ---
Nuveen Intelligent Risk Growth Allc R3 NIGRX 6.47 6.67 2.32 17.65 --- ---
North Star Opportunity I NSOIX 6.79 15.56 8.33 28.07 --- ---
North Star Opportunity A NSOPX 6.70 14.99 7.80 23.70 --- ---
North Star Opportunity A Load Waived NSOPX.LW 6.70 14.99 7.80 23.70 --- ---
Oppenheimer Active Allc A OAAAX 6.08 11.00 6.08 22.53 10.55 0.65
Oppenheimer Active Allc A Load Waived OAAAX.LW 6.08 11.00 6.08 22.53 10.55 0.65
Oppenheimer Active Allc B OAABX 5.99 10.55 5.89 21.50 9.62 -0.21
Oppenheimer Active Allc C OAACX 6.01 10.59 5.91 21.61 9.70 -0.11
Oppenheimer Active Allc N OAANX 6.01 10.85 6.01 22.34 10.32 0.47
Oppenheimer Active Allc Y OAAYX 6.10 11.18 6.20 23.03 10.94 1.04
Pacific Advisors Balanced A PAABX 8.34 16.70 7.92 24.86 10.65 2.73
Pacific Advisors Balanced A Load Waived PAABX.LW 8.34 16.70 7.92 24.86 10.65 2.73
Putnam Dynamic Asset Allocation Gr R5 PADEX 6.65 13.83 8.13 --- --- ---
Putnam Dynamic Asset Allocation Gr A PAEAX 6.71 13.72 8.13 27.98 12.87 4.59
Putnam Dynamic Asset Allocation Gr A LW PAEAX.LW 6.71 13.72 8.13 27.98 12.87 4.59
Putnam Dynamic Asset Allocation Gr B PAEBX 6.62 13.41 7.91 27.06 12.02 3.82
Putnam Dynamic Asset Allocation Gr C PAECX 6.62 13.40 7.94 27.08 12.00 3.82
Putnam Dynamic Asset Allocation Gr R6 PAEEX 6.65 13.83 8.13 --- --- ---
Putnam Dynamic Asset Allocation Gr M PAGMX 6.62 13.49 7.91 27.32 12.27 4.06
Putnam Dynamic Asset Allocation Gr Y PAGYX 6.66 13.77 8.15 28.26 13.11 4.82
Putnam Dynamic Asset Allocation Gr R PASRX 6.68 13.63 8.05 27.73 12.56 4.28
Pax World Balanced Instl PAXIX 5.38 8.86 4.83 18.40 10.54 2.64
Pax World Balanced R PAXRX 5.33 8.59 4.64 17.75 9.98 2.12
Pax World Balanced Individual Inv PAXWX 5.35 8.72 4.75 18.10 10.27 2.39
Prospector Capital Appreciation PCAFX 5.06 9.41 4.86 18.99 7.60 3.70
Principal SAM Conservative Growth R1 PCGGX 6.21 12.69 7.19 24.00 12.01 3.79
Principal SAM Conservative Growth J PCGJX 6.26 12.96 7.38 24.62 12.57 4.22
Principal SAM Conservative Growth R3 PCGPX 6.26 12.81 7.31 24.42 12.36 4.11
Principal SAM Conservative Growth R2 PCGVX 6.21 12.76 7.26 24.18 12.17 3.93
Principal SAM Conservative Growth Inst PCWIX 6.27 13.06 7.45 25.01 12.97 4.69
Principal SAM Conservative Growth R5 PCWPX 6.30 12.97 7.41 24.81 12.73 4.45
Principal SAM Conservative Growth R4 PCWSX 6.28 12.86 7.33 24.63 12.57 4.31
Pacific Advisors Balanced C PGBCX 8.22 16.37 7.68 23.89 9.80 1.94
ESG Managers Growth and Income Port A PGPAX 5.51 13.54 7.01 24.73 10.60 ---
ESG Managers Growth and Income Port A LW PGPAX.LW 5.51 13.54 7.01 24.73 10.60 ---
Pioneer Ibbotson Aggressive Allocation A PIAAX 6.80 12.74 7.25 24.63 10.54 2.15
Pioneer Ibbotson Aggressive Allocat A LW PIAAX.LW 6.80 12.74 7.25 24.63 10.54 2.15
Pinnacle Capital Management Balanced C PINBX 4.10 10.43 5.54 17.96 --- ---
Plumb Balanced PLBBX 5.85 12.30 6.20 15.52 8.24 3.16
PL Portfolio Optimization Mod-Agrsv Adv PMADX 5.87 9.81 5.79 --- --- ---
ESG Managers Growth and Income Port Inst PMIIX 5.59 13.63 7.09 25.00 10.89 ---
PL Port Optimization Aggressive C POCEX 6.66 10.51 6.00 22.55 11.23 1.96
PL Port Optimization Mod-Agrsv A PODAX 5.88 9.64 5.72 20.92 11.43 3.90
PL Port Optimization Mod-Agrsv A LW PODAX.LW 5.88 9.64 5.72 20.92 11.43 3.90
PL Port Optimization Mod-Agrsv B PODBX 5.86 9.48 5.61 20.28 10.72 3.16
PL Port Optimization Mod-Agrsv C PODCX 5.79 9.42 5.54 20.24 10.74 3.17
PL Port Optimization Mod-Agrsv R PODRX 5.81 9.57 5.64 20.67 11.18 3.66
PL Port Optimization Aggressive A POEAX 6.59 10.60 6.02 22.93 11.83 2.65
PL Port Optimization Aggressive A LW POEAX.LW 6.59 10.60 6.02 22.93 11.83 2.65
PL Port Optimization Aggressive B POEBX 6.73 10.59 6.00 22.61 11.26 1.96
PL Port Optimization Aggressive Adv POEDX 6.58 10.68 6.10 --- --- ---
PL Port Optimization Aggressive R POERX 6.63 10.58 6.06 22.80 11.60 2.42
Pathway Advisors Aggressive Growth PWAGX 5.51 11.12 6.18 --- --- ---
ESG Managers Growth and Income Port C PWCCX 5.45 13.22 6.78 23.72 9.74 ---
American Funds Gr and Inc Port R-3 RAICX 5.54 11.37 7.74 --- --- ---
Russell LifePoints Growth Strategy A RALAX 5.45 9.44 5.54 21.99 9.77 2.14
Russell LifePoints Growth Strategy A LW RALAX.LW 5.45 9.44 5.54 21.99 9.77 2.14
Russell LifePoints Growth Strategy C RALCX 5.36 9.01 5.26 20.95 8.89 1.36
Russell LifePoints Growth Strategy R3 RALDX 5.43 9.37 5.49 21.80 9.61 1.96
Russell LifePoints Growth Strategy E RALEX 5.43 9.41 5.52 21.87 9.74 2.13
Russell LifePoints Growth Strategy R1 RALRX 5.49 9.56 5.59 22.45 10.18 2.45
Russell LifePoints Growth Strategy S RALSX 5.40 9.42 5.56 22.24 9.99 2.37
Russell LifePoints Growth Strategy R2 RALTX 5.53 9.45 5.56 22.14 9.94 2.23
Columbia Capital Allocation Aggressive C RBGCX 6.32 12.03 6.79 24.19 11.83 3.39
American Funds Gr and Inc Port R-1 RGNAX 5.46 11.13 7.60 --- --- ---
American Funds Gr and Inc Port R-2 RGNBX 5.46 11.16 7.63 --- --- ---
American Funds Gr and Inc Port R-4 RGNEX 5.62 11.61 7.89 --- --- ---
American Funds Gr and Inc Port R-5 RGNFX 5.61 11.62 7.99 --- --- ---
American Funds Gr and Inc Port R-6 RGNGX 5.53 11.64 7.91 --- --- ---
RiverFront Dynamic Equity Income A RLGAX 6.24 10.63 6.70 21.08 --- ---
RiverFront Dynamic Equity Income A LW RLGAX.LW 6.24 10.63 6.70 21.08 --- ---
RiverFront Dynamic Equity Income C RLGCX 6.13 10.28 6.51 20.08 --- ---
RiverFront Dynamic Equity Income I RLIIX 6.20 10.69 6.82 21.41 --- ---
RiverFront Global Allocation A RMGAX 7.14 10.30 6.58 22.70 --- ---
RiverFront Global Allocation A LW RMGAX.LW 7.14 10.30 6.58 22.70 --- ---
RiverFront Global Allocation C RMGCX 7.01 10.00 6.36 21.82 --- ---
RiverFront Global Allocation I RMGIX 7.18 10.41 6.61 22.99 --- ---
Roge Partners ROGEX 5.52 11.01 6.04 22.12 9.07 -0.23
Davis Appreciation & Income A RPFCX 8.76 14.38 5.26 21.79 8.57 3.94
Davis Appreciation & Income A LW RPFCX.LW 8.76 14.38 5.26 21.79 8.57 3.94
Columbia Global Opportunities C RSSCX 4.31 7.81 3.71 17.16 9.71 2.20
Principal SAM Conservative Growth A SAGPX 6.29 12.89 7.38 24.59 12.57 4.31
Principal SAM Conservative Growth A LW SAGPX.LW 6.29 12.89 7.38 24.59 12.57 4.31
Wells Fargo Advantage Idx Asst Allo B SASBX 5.27 13.58 8.25 22.51 13.68 4.57
SAAT Aggressive Strategy D SASDX 5.80 10.80 6.46 23.15 --- ---
Principal SAM Conservative Growth B SBGPX 6.23 12.57 7.14 23.63 11.67 3.48
Principal SAM Conservative Growth C SCGPX 6.22 12.62 7.22 23.73 11.76 3.54
Legg Mason Lifestyle Allocation 85% A SCHAX 6.92 13.57 7.42 27.01 13.05 4.31
Legg Mason Lifestyle Allocation 85% A LW SCHAX.LW 6.92 13.57 7.42 27.01 13.05 4.31
Legg Mason Lifestyle Allocation 85% B SCHBX 6.84 13.22 7.21 25.88 12.10 3.53
Legg Mason Lifestyle Allocation 85% C SCHCX 6.90 13.29 7.20 26.24 12.40 3.89
SiM Dynamic Allocation Equity Inc A SDEAX 5.92 12.26 7.17 24.03 --- ---
SiM Dynamic Allocation Equity Inc A LW SDEAX.LW 5.92 12.26 7.17 24.03 --- ---
SiM Dynamic Allocation Equity Inc C SDECX 5.88 12.07 7.04 23.14 --- ---
SEI Instl Invt Dynamic Asset Allc A SDLAX 8.50 19.76 13.75 29.67 --- ---
SAAT Aggressive Strategy I SEAIX 5.84 10.99 6.64 23.80 12.15 2.66
Wells Fargo Advantage Idx Asst Allo A SFAAX 5.31 13.89 8.38 23.39 14.52 5.36
Wells Fargo Advantage Idx Asst Allo A LW SFAAX.LW 5.31 13.89 8.38 23.39 14.52 5.36
RidgeWorth Growth Allocation Strategy A SGIAX 5.89 9.66 5.41 19.19 9.74 4.83
RidgeWorth Growth Allocation Strate A LW SGIAX.LW 5.89 9.66 5.41 19.19 9.74 4.83
RidgeWorth Growth Allocation Strategy C SGILX 5.79 9.51 5.30 18.46 9.00 4.08
SAAT Market Growth Strategy Allc A SGOAX 7.06 14.27 7.92 28.35 13.59 3.75
SAAT Tax-Managed Aggressive Strategy A SISAX 7.08 14.30 7.93 28.39 13.49 3.73
SAAT Core Market Strategy Allc A SKTAX 7.03 14.15 7.86 28.33 13.49 3.30
SAAT Aggressive Strategy A SSGAX 5.88 11.08 6.63 24.05 12.44 2.90
Schwab MarketTrack Growth Investor SWHGX 6.27 12.63 7.27 25.08 12.11 4.34
SAAT Moderate Strategy Allc A SXMAX 5.01 14.81 9.01 26.15 15.57 6.24
Thrivent Moderately Agrsv Allocation A TMAAX 6.23 11.25 6.32 22.63 10.95 3.88
Thrivent Moderately Agrsv Allocatio A LW TMAAX.LW 6.23 11.25 6.32 22.63 10.95 3.88
Thrivent Moderately Agrsv Allocation I TMAFX 6.19 11.46 6.45 23.03 11.38 4.28
Transamerica Asset Allc Mod Gr I TMGIX 5.74 11.64 7.05 21.39 10.78 ---
T. Rowe Price Personal Strat Growth TRSGX 6.79 12.51 7.39 27.22 13.81 5.53
Timothy Plan Strategic Growth A TSGAX 6.19 9.57 4.57 19.45 10.32 0.48
Timothy Plan Strategic Growth A LW TSGAX.LW 6.19 9.57 4.57 19.45 10.32 0.48
Timothy Plan Strategic Growth C TSGCX 5.99 9.18 4.39 18.54 9.41 -0.34
TIAA-CREF Lifestyle Growth Institutional TSGGX 6.22 12.08 7.02 26.60 --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX 6.23 12.01 7.04 26.34 --- ---
TIAA-CREF Lifestyle Growth Premier TSGPX 6.23 12.09 7.03 26.45 --- ---
TIAA-CREF Lifestyle Growth Retirement TSGRX 6.15 12.01 6.95 26.26 --- ---
Touchstone Moderate Growth Allc A TSMAX 5.25 10.07 5.86 21.89 11.08 3.03
Touchstone Moderate Growth Allc A LW TSMAX.LW 5.25 10.07 5.86 21.89 11.08 3.03
Touchstone Moderate Growth Allc C TSMCX 5.16 9.79 5.62 20.96 10.24 2.25
Touchstone Moderate Gr Allc Instl TSMIX 5.32 10.20 5.99 22.29 11.37 3.33
Touchstone Moderate Growth Allc Y TSMYX 5.21 10.16 5.88 22.13 11.36 3.28
American Century Strat Allc: Agrsv Inv TWSAX 6.17 11.62 6.97 23.19 12.75 4.19
USAA Cornerstone Aggressive UCAGX 4.45 6.59 3.51 --- --- ---
Waddell & Reed Continental Inc A UNCIX 5.51 11.52 6.09 19.96 12.87 6.65
Waddell & Reed Continental Inc A LW UNCIX.LW 5.51 11.52 6.09 19.96 12.87 6.65
USAA Total Return Strategy USTRX 2.37 0.28 -0.49 9.91 4.07 0.00
VALIC Company II Agrsv Growth Lifestyle VAGLX 6.75 11.83 6.86 23.50 13.34 5.96
Vanguard LifeStrategy Growth Inv VASGX 5.81 11.76 6.90 24.23 12.09 3.57
Value Line Asset Allocation VLAAX 5.31 11.21 6.09 21.27 15.31 5.40
Invesco Leaders A VLFAX 6.59 13.89 7.63 28.18 12.93 3.21
Invesco Leaders A Load Waived VLFAX.LW 6.59 13.89 7.63 28.18 12.93 3.21
Invesco Leaders B VLFBX 6.60 13.59 7.44 27.14 12.06 2.44
Invesco Leaders C VLFCX 6.58 13.65 7.53 27.25 12.10 2.47
Invesco Leaders Y VLFIX 6.59 13.96 7.69 28.50 13.17 3.45
Vantagepoint Model Port Long-Tm Gr Inv M VPLGX 5.86 12.21 6.68 23.26 11.28 4.37
Vantagepoint Model Port Long-Tm Gr TM VQLGX 5.91 --- --- --- --- ---
Advantus Strategic Dividend Income Instl VSDIX 5.33 18.36 11.61 --- --- ---
Wilmington Strategic Allc Agrsv A WAAAX 6.47 11.70 6.63 24.72 11.02 0.73
Wilmington Strategic Allc Agrsv A LW WAAAX.LW 6.47 11.70 6.63 24.72 11.02 0.73
Wilmington Strategic Allc Agrsv Instl WAAIX 6.56 11.73 6.78 24.95 11.29 0.97
Waddell & Reed Continental Inc B WACBX 5.54 11.20 5.89 18.68 11.67 5.50
Waddell & Reed Continental Inc C WACCX 5.41 11.18 5.88 18.92 11.85 5.66
Waddell & Reed Continental Inc Y WACYX 5.62 11.71 6.27 20.29 13.20 7.00
InvestEd Growth WAGRX 7.37 12.40 6.84 22.43 10.28 5.07
InvestEd Growth Load Waived WAGRX.LW 7.37 12.40 6.84 22.43 10.28 5.07
Wells Fargo Advantage WB Growth Balanced WBGBX 6.68 10.18 5.56 19.79 10.61 2.48
Wells Fargo Advantage WB Gr Allocation WBGGX 7.97 11.78 6.41 22.46 11.59 1.94
Whitebox Tactical Opportunities Investor WBMAX 6.97 8.58 4.96 19.47 --- ---
Whitebox Tactical Opportunities Instl WBMIX 7.03 8.73 5.03 19.94 --- ---
Whitebox Tactical Opportunities Advisor WBMRX 7.05 8.66 5.04 19.63 --- ---
Wells Fargo Advantage Idx Asst Allo Adm WFAIX 5.35 13.98 8.47 23.73 14.81 5.63
Wells Fargo Advantage Idx Asst Allo C WFALX 5.29 13.59 8.23 22.47 13.65 4.58
Content Partners
Site Directory Site Map Our Products
Corrections Help Advertising Opportunities Licensing Opportunities Glossary RSS Mobile Portfolio Affiliate Careers Company News
International Sites: Australia Canada China France Germany Hong Kong Italy The Netherlands Norway Spain U.K. Switzerland India Finland
Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Articles by: Title| Date| Author| Collection| Interest| Popularity
Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Premium Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Premium Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
Premium ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Popular Articles by: Title| Date| Author| Collection| Interest| Popularity
Popular Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.

© Copyright 2013 Morningstar, Inc. All rights reserved. Please read our Terms of Useand Privacy Policy.Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.