Allocation--15% to 30% Equity: Total Returns

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Data through 11/13/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Allocation--15% to 30% Equity -0.66 -2.15 -1.77 -1.13 3.14 2.52
Columbia Capital Allocation Cnsrv A ABDAX -0.71 -2.40 -2.00 -1.04 3.13 2.82
American Century One Choice VryCnsrv Inv AONIX -0.59 -1.20 -1.85 0.13 3.60 3.10
American Century One Choice VryCnsrv R AORHX -0.59 -1.64 -1.98 -0.37 3.08 ---
Ave Maria Bond AVEFX 0.41 0.72 -0.10 1.49 3.16 2.60
BlackRock 20/80 Target Allocation Inv A BACPX -0.62 -1.93 -1.50 -0.72 2.65 3.46
BlackRock 20/80 Target Allocation Inv C BCCPX -0.63 -2.56 -1.69 -1.44 1.91 2.72
BMO Conservative Allocation I BDVIX -0.57 -2.35 -2.02 -1.31 3.39 ---
BMO Conservative Allocation R3 BDVRX -0.58 -2.83 -2.16 -1.88 2.86 ---
BMO Conservative Allocation R6 BDVSX -0.59 -2.31 -2.09 -1.33 3.51 ---
BMO Conservative Allocation Y BDVYX -0.59 -2.66 -2.20 -1.71 3.10 ---
Berwyn Income BERIX -0.45 0.27 -1.44 1.70 4.01 2.76
BlackRock 20/80 Target Allocation Instl BICPX -0.61 -1.65 -1.47 -0.36 3.01 3.83
BlackRock 20/80 Target Allocation K BKCPX -0.52 -1.56 -1.39 -0.26 --- ---
BlackRock Managed Income Investor A BLADX -0.17 0.54 0.02 1.53 4.69 4.10
BlackRock Managed Income Institutional BLDIX -0.15 0.76 0.08 1.89 4.97 4.43
BlackRock Managed Income K BLDRX -0.14 0.71 0.09 1.84 5.02 4.49
BlackRock Managed Income Investor C BMICX -0.23 -0.11 -0.17 0.88 --- ---
BlackRock 20/80 Target Allocation R BRCPX -0.71 -2.20 -1.59 -1.03 2.34 3.19
Columbia Income Builder R CBURX -0.19 -0.73 -1.30 0.55 4.93 3.80
Columbia Income Builder Inst CBUZX -0.15 -0.41 -1.18 0.97 5.45 4.31
Columbia Capital Allocation Cnsrv R CBVRX -0.81 -2.59 -2.16 -1.29 2.88 2.54
Columbia Capital Allocation Cnsrv Inst CBVZX -0.81 -2.23 -2.04 -0.89 3.36 3.05
Chou Income CHOIX -7.73 -15.28 -9.95 -17.29 -2.19 -3.50
Columbia Income Builder Inst3 CIBYX -0.23 -0.35 -1.25 1.04 --- ---
Columbia Income Builder T CINDX -0.17 -0.55 -1.25 0.78 5.17 ---
Columbia Income Builder Inst2 CKKRX -0.15 -0.40 -1.18 0.98 5.47 4.35
Columbia Income Builder Adv CNMRX -0.15 -0.32 -1.18 1.06 5.47 4.33
Columbia Thermostat Inst COTZX -0.42 -0.12 -1.52 0.52 3.27 3.31
Columbia Capital Allocation Cnsrv Inst2 CPAOX -0.72 -2.22 -1.94 -0.87 3.42 3.09
Columbia Capital Allocation Cnsrv Adv CPCYX -0.82 -2.24 -2.05 -0.90 3.37 3.03
Columbia Capital Allocation Cnsrv Inst3 CPDHX -0.72 -2.09 -1.93 -0.72 3.45 3.16
Columbia Thermostat Inst2 CQTRX -0.35 -0.05 -1.51 0.54 3.29 3.35
Columbia Thermostat A CTFAX -0.42 -0.26 -1.57 0.26 3.02 3.07
Columbia Thermostat C CTFDX -0.48 -1.01 -1.77 -0.50 2.22 2.29
American Funds College 2021 529A CTOAX 0.09 -1.08 -0.54 -0.91 2.20 2.73
American Funds College 2021 529C CTOCX 0.00 -1.81 -0.82 -1.68 1.40 1.92
American Funds College 2021 529E CTOEX 0.09 -1.26 -0.64 -1.11 1.97 2.46
American Funds College 2021 529F1 CTOFX 0.09 -0.90 -0.54 -0.71 2.41 2.94
Columbia Thermostat Adv CTORX -0.35 -0.05 -1.52 0.52 3.28 3.32
Columbia Thermostat Inst3 CYYYX -0.42 -0.05 -1.52 0.59 3.34 3.39
DFA Global Allocation 25/75 R2 DFGPX -0.38 -0.87 -1.55 0.30 3.27 2.43
DFA Global Allocation 25/75 I DGTSX -0.38 -0.66 -1.49 0.62 3.53 2.77
Wells Fargo Diversified Income Bldr A EKSAX -1.42 -2.14 -3.15 -1.61 7.12 5.64
Wells Fargo Diversified Income Bldr C EKSCX -1.64 -2.72 -3.33 -2.43 6.33 4.86
Wells Fargo Diversified Income Bldr Adm EKSDX -1.61 -2.12 -3.20 -1.72 7.24 5.79
Wells Fargo Diversified Income Bldr R6 EKSRX -1.41 --- -2.96 --- --- ---
Wells Fargo Diversified Income Bldr Inst EKSYX -1.58 -1.92 -3.14 -1.34 7.46 6.01
EValuator Conservative RMS Service EVCLX -1.13 -0.85 -2.23 0.86 --- ---
EValuator Conservative RMS R4 EVFCX -1.13 -1.04 -2.14 0.64 --- ---
EValuator Very Conservative RMS R4 EVVCX -0.48 -0.68 -0.87 0.34 --- ---
EValuator Very Conservative RMS Service EVVLX -0.48 -0.48 -0.77 0.60 --- ---
Fidelity Asset Manager® 20% FASIX -0.75 -1.22 -1.91 -0.19 3.40 3.01
Fidelity Advisor Asset Manager® 30% C FCANX -1.11 -2.52 -2.87 -1.39 3.21 2.68
Fidelity Advisor® Strategic Real Ret C FCSRX -0.93 -1.33 -1.04 -0.88 2.68 0.15
Fidelity Advisor Asset Manager® 20% Z FIKVX -0.83 --- --- --- --- ---
Fidelity Advisor Asset Manager® 30% Z FIKWX -1.29 --- --- --- --- ---
Fidelity Advisor® Strategic Real Ret Z FIQDX -0.81 --- --- --- --- ---
Meeder Conservative Allocation Retail FLRUX -0.91 -2.20 -2.20 0.02 7.40 3.36
Franklin NextStep Conservative A FNCAX -0.38 -1.54 -1.28 -0.61 --- ---
Franklin NextStep Conservative C FNCDX -0.47 -2.19 -1.53 -1.38 --- ---
Franklin NextStep Conservative Advisor FNCVX -0.38 -1.36 -1.32 -0.33 --- ---
Fidelity Advisor® Strategic Real Ret I FSIRX -0.81 -0.45 -0.77 0.16 3.74 1.18
Fidelity Advisor® Strategic Real Ret A FSRAX -0.81 -0.65 -0.84 -0.13 3.47 0.92
Fidelity® Strategic Real Return FSRRX -0.80 -0.46 -0.88 0.14 3.71 1.18
Fidelity Advisor® Strategic Real Ret M FSRTX -0.92 -0.79 -0.95 -0.25 3.42 0.88
Fidelity Advisor Asset Manager® 30% A FTAAX -1.04 -1.93 -2.67 -0.67 4.00 3.46
Fidelity Asset Manager® 30% FTANX -1.01 -1.66 -2.60 -0.42 4.31 3.77
Fidelity Advisor Asset Manager® 20% A FTAWX -0.77 -1.48 -1.99 -0.51 3.08 2.69
Fidelity Advisor Asset Manager® 20% C FTCWX -0.76 -2.10 -2.12 -1.27 2.32 1.93
Fidelity Advisor Asset Manager® 20% M FTDWX -0.72 -1.69 -1.99 -0.77 2.82 2.43
Fidelity Advisor Asset Manager® 30% I FTINX -1.02 -1.73 -2.61 -0.51 4.23 3.69
Fidelity Advisor Asset Manager® 20% I FTIWX -0.68 -1.17 -1.84 -0.23 3.39 2.98
Fidelity Advisor Asset Manager® 30% M FTTNX -1.06 -2.12 -2.73 -0.99 3.72 3.19
GuideStone Funds Conservative Allc Instl GCAYX -0.35 -0.70 -1.47 0.23 --- ---
Nationwide Inv Dest Cnsrv R GCFRX -0.50 -1.47 -1.56 -0.37 2.73 2.28
GuideStone Funds Conservative Allc Inv GFIZX -0.35 -0.87 -1.47 0.02 3.55 2.18
GuidePath® Absolute Return Allc Instl GIARX -0.34 -0.94 -0.53 -0.38 4.37 3.37
Nationwide Inv Dest Cnsrv R6 GIMCX -0.39 -0.97 -1.38 0.29 3.38 2.94
GuidePath® Absolute Return Allc Svc GPARX -0.39 -1.47 -0.69 -0.93 3.76 2.76
Voya Solution Conservative Port A ICGAX -0.57 -1.64 -1.69 -0.47 3.59 3.06
Voya Solution Conservative Port I ICGIX -0.47 -1.20 -1.48 0.05 4.11 3.57
Voya Solution Conservative Port S ICGSX -0.47 -1.40 -1.58 -0.23 3.85 3.33
Voya Solution Conservative Port S2 ICGTX -0.47 -1.49 -1.50 -0.32 3.73 3.18
Meeder Conservative Allocation Adviser IFAAX -0.94 -2.13 -2.18 0.21 --- ---
Meeder Conservative Allocation Instl IFAIX -0.90 -1.95 -2.13 0.40 --- ---
Transamerica Dynamic Income A IGTAX -0.86 -4.19 -1.74 -1.64 4.14 2.25
Transamerica Dynamic Income C IGTCX -0.93 -4.75 -1.94 -2.44 3.34 1.47
Transamerica Dynamic Income I IGTIX -0.84 -4.00 -1.68 -1.52 4.35 2.48
Transamerica Dynamic Income T1 IGTTX -0.85 -4.10 -1.82 -1.65 --- ---
Transamerica Dynamic Income Advisor IGTVX -0.84 -3.91 -1.68 -1.42 --- ---
Invesco Multi-Asset Income R5 IPNFX -0.45 -3.69 -3.70 -1.69 6.32 5.89
Voya Retirement Conservative Port A IRCAX -0.58 -2.06 -2.27 -0.67 3.42 3.15
Voya Retirement Conservative Port I IRCPX -0.68 -1.98 -2.23 -0.49 3.55 3.29
JHancock Multimanager Lifestyle Cnsrv A JALRX -0.56 -2.80 -1.69 -1.86 2.98 2.37
JHancock Multimanager Lifestyle Cnsrv B JBLCX -0.56 -3.39 -1.86 -2.55 2.25 1.64
JHancock Multimanager Lifestyle Cnsrv C JCLCX -0.64 -3.39 -1.86 -2.56 2.25 1.64
JHancock Income Allocation A JIAFX -0.28 -2.85 -1.28 -1.54 3.83 ---
JHancock Income Allocation C JIAGX -0.35 -3.42 -1.46 -2.23 3.08 ---
JHancock Income Allocation I JIAIX -0.26 -2.59 -1.20 -1.23 4.17 ---
JHancock Income Allocation R6 JIASX -0.25 -2.52 -1.28 -1.14 4.23 ---
JHancock Multimanager Lifestyle Cnsrv 1 JILCX -0.48 -2.46 -1.60 -1.51 3.36 2.75
JHancock Multi-Index Lifestyle Cnsrv 1 JLCGX -0.39 -1.80 -1.30 -0.78 3.55 ---
JHancock Multi-Index Lifestyle Cnsrv R6 JLCSX -0.39 -1.68 -1.29 -0.64 3.62 ---
JHancock Multimanager Lifestyle Cnsrv R1 JPLCX -0.48 -3.06 -1.70 -2.13 2.62 1.98
JHancock Multimanager Lifestyle Cnsrv R2 JQLCX -0.48 -2.80 -1.64 -1.89 2.87 2.27
JHancock Retirement Income 2040 R6 JRIFX -0.66 -4.70 -2.96 -3.06 --- ---
JHancock Multimanager Lifestyle Cnsrv R3 JRLCX -0.48 -2.94 -1.74 -2.05 2.77 2.12
JHancock Multimanager Lifestyle Cnsrv R4 JSLCX -0.48 -2.62 -1.58 -1.72 3.13 2.46
JHancock Multimanager Lifestyle Cnsrv R5 JTLRX -0.48 -2.47 -1.52 -1.52 3.34 2.69
JHancock Multimanager Lifestyle Cnsrv I JTOIX -0.56 -2.59 -1.62 -1.57 3.26 ---
JHancock Multimanager Lifestyle Cnsrv R6 JULCX -0.48 -2.44 -1.51 -1.47 3.40 2.79
Ladenburg Income A LNCAX -0.57 -2.80 -2.21 -1.73 2.50 ---
Ladenburg Income C LNCCX -0.64 -3.48 -2.41 -2.45 1.82 ---
Ladenburg Income I LNCIX -0.55 -2.64 -2.16 -1.52 2.59 ---
MassMutual RetireSMART Cnsrv A MCTAX -0.71 -2.40 -2.40 -1.15 3.18 2.50
MassMutual RetireSMART Cnsrv Admin MRCLX -0.72 -2.11 -2.31 -0.87 3.46 2.76
MassMutual RetireSMART Cnsrv R5 MRCSX -0.72 -2.02 -2.31 -0.65 3.66 2.96
MassMutual RetireSMART Cnsrv I MRCUX -0.61 -1.91 -2.21 -0.55 3.78 ---
MassMutual RetireSMART Cnsrv R3 MRCVX -0.72 -2.44 -2.34 -1.19 3.06 ---
MassMutual RetireSMART Cnsrv Svc MRCYX -0.61 -2.02 -2.21 -0.76 3.54 2.87
MassMutual RetireSMART Cnsrv R4 MRCZX -0.72 -2.33 -2.33 -1.08 3.28 ---
Great-West Conservative Profile Inv MXCPX -0.25 -1.10 -1.74 -0.08 4.05 3.48
Great-West Conservative Profile L MXIPX -0.33 -1.32 -1.84 -0.36 3.76 3.23
Great-West Conservative Profile Instl MXKVX -0.31 -0.83 -1.68 0.26 4.41 ---
Nationwide Inv Dest Cnsrv A NDCAX -0.50 -1.23 -1.48 -0.15 3.02 2.58
Nationwide Inv Dest Cnsrv C NDCCX -0.50 -1.78 -1.57 -0.79 2.28 1.87
Nationwide Inv Dest Cnsrv Svc NDCSX -0.40 -1.27 -1.39 -0.11 2.97 2.55
Nuveen NWQ Flexible Income R6 NQWFX -0.74 -0.76 -2.12 0.36 --- ---
Nuveen NWQ Flexible Income A NWQAX -0.77 -1.32 -2.21 -0.24 5.38 5.50
Nuveen NWQ Flexible Income C NWQCX -0.83 -1.94 -2.40 -0.97 4.58 4.71
Nuveen NWQ Flexible Income I NWQIX -0.75 -1.10 -2.14 0.02 5.63 5.77
Nationwide Inv Dest Cnsrv Ins Svc NWWLX -0.49 -1.03 -1.41 0.11 3.27 ---
Principal SAM Flexible Income R5 PFIFX -0.10 -1.13 -1.39 0.15 4.15 3.60
Principal SAM Flexible Income R1 PFIGX -0.15 -1.71 -1.55 -0.54 3.49 2.96
Principal SAM Flexible Income J PFIJX -0.09 -1.04 -1.37 0.26 4.25 3.66
Principal SAM Flexible Income R4 PFILX -0.11 -1.23 -1.34 0.03 4.05 3.49
Principal SAM Flexible Income R3 PFIPX -0.12 -1.38 -1.39 -0.16 3.85 3.30
Principal SAM Flexible Income R2 PFIVX -0.13 -1.53 -1.51 -0.33 3.63 3.11
Invesco Multi-Asset Income A PIAFX -0.47 -3.90 -3.76 -1.94 6.06 5.62
Invesco Multi-Asset Income C PICFX -0.54 -4.50 -3.95 -2.69 5.26 4.83
Invesco Multi-Asset Income R6 PIFFX -0.55 -3.69 -3.79 -1.70 6.29 5.89
Principal SAM Flexible Income Inst PIFIX -0.15 -0.94 -1.33 0.30 4.39 3.85
Invesco Multi-Asset Income R PIRFX -0.50 -4.10 -3.83 -2.19 5.79 5.38
PIMCO Inflation Response MultiAsst Instl PIRMX -1.45 -3.04 -1.25 -1.62 4.88 1.75
Invesco Multi-Asset Income Y PIYFX -0.55 -3.69 -3.79 -1.70 6.29 5.87
Pacific Funds Port Optim Cnsrv Adv PLCDX -0.81 -3.00 -2.31 -1.82 3.32 2.58
Pacific Funds Port Optim Cnsrv A POAAX -0.81 -3.18 -2.32 -2.10 3.06 2.34
Pacific Funds Port Optim Cnsrv B POABX -0.83 -3.78 -2.46 -2.76 2.32 1.60
Pacific Funds Port Optim Cnsrv C POACX -0.93 -3.78 -2.55 -2.84 2.32 1.60
Pacific Funds Port Optim Cnsrv R POARX -0.82 -3.37 -2.33 -2.28 2.83 2.10
PIMCO Inflation Response Multi-Asst I2 PPRMX -1.56 -3.07 -1.27 -1.79 4.81 1.64
PIMCO Inflation Response Multi-Asst A PZRMX -1.46 -3.37 -1.38 -2.07 4.44 1.29
Columbia Income Builder A RBBAX -0.17 -0.53 -1.25 0.72 5.19 4.06
Columbia Income Builder C RBBCX -0.23 -1.23 -1.43 -0.03 4.39 3.27
Russell Inv Lifepoints Cnsrv Strat A RCLAX -0.21 -1.81 -1.20 -1.45 2.77 2.27
Russell Inv Lifepoints Cnsrv Strat C RCLCX -0.32 -2.52 -1.41 -2.15 2.01 1.51
Russell Inv Lifepoints Cnsrv Strat E RCLEX -0.21 -1.82 -1.21 -1.46 2.79 2.27
Russell Inv Lifepoints Cnsrv Strat R1 RCLRX -0.21 -1.51 -1.10 -1.05 3.19 2.67
Russell Inv Lifepoints Cnsrv Strat S RCLSX -0.21 -1.58 -1.13 -1.15 3.06 2.53
Russell Inv Lifepoints Cnsrv Strat R4 RCLUX -0.21 -1.75 -1.17 -1.25 2.93 2.42
Russell Inv Lifepoints Cnsrv Strat R5 RCLVX -0.21 -1.98 -1.24 -1.56 2.64 2.15
Columbia Capital Allocation Cnsrv C RPCCX -0.82 -2.97 -2.19 -1.79 2.38 2.04
Principal SAM Flexible Income A SAUPX -0.10 -1.18 -1.40 0.08 4.09 3.54
SEI Multi-Asset Cap Stability F (SIMT) SCLAX -0.10 -0.60 -1.10 0.24 1.36 1.46
Principal SAM Flexible Income C SCUPX -0.26 -1.90 -1.61 -0.76 3.28 2.75
SEI Multi-Asset Real Return A (SIIT) SEIAX -1.35 -0.62 -0.62 -0.17 0.20 -1.12
SEI Conservative Strategy I (SAAT) SICIX 0.00 -1.07 -0.72 -0.06 2.57 2.22
SEI Multi-Asset Inflation Mgd F (SIMT) SIFAX -1.42 -1.18 -0.71 -0.85 -0.48 -1.68
SEI Multi-Asset Inflation Mgd Y (SIMT) SLFYX -1.41 -0.95 -0.59 -0.61 -0.22 ---
SEI Multi-Asset Cap Stability Y (SIMT) SMLYX 0.00 -0.50 -0.99 0.44 1.49 ---
SEI Conservative Strategy D (SAAT) SSTDX 0.00 -1.46 -0.82 -0.59 2.05 1.66
SEI Conservative Strategy F (SAAT) SVSAX 0.10 -0.72 -0.55 0.25 2.86 2.49
Schwab® Monthly Income Max Payout SWLRX -0.21 -2.73 -1.64 -1.81 1.98 2.28
TIAA-CREF Lifestyle Income Retirement TLSRX -0.64 -1.70 -1.80 -0.71 3.06 2.79
TIAA-CREF Lifestyle Income Advisor TSIHX -0.64 -1.43 -1.74 -0.46 --- ---
TIAA-CREF Lifestyle Income Retail TSILX -0.64 -1.72 -1.90 -0.73 3.04 2.77
TIAA-CREF Lifestyle Income Premier TSIPX -0.64 -1.62 -1.77 -0.69 3.17 2.90
TIAA-CREF Lifestyle Income Institutional TSITX -0.64 -1.43 -1.74 -0.45 3.32 3.07
USAA Cornerstone Conservative USCCX -0.58 -2.98 -1.80 -1.97 3.70 2.90
Vanguard LifeStrategy Income Inv VASIX -0.20 -1.49 -1.60 -0.37 3.33 3.45
Voya Solution Conservative Port R6 VYRPX -0.47 -1.20 -1.48 0.05 --- ---
Wells Fargo WealthBuilder Cnsrv Allc A WCAFX -0.62 -2.33 -2.00 -1.16 --- ---
Wells Fargo WealthBuilder Cnsrv Allc C WCCFX -0.59 -3.00 -2.12 -1.92 1.99 1.53
Wells Fargo WealthBuilder Cnsrv Allc Ins WCYFX -0.59 --- -1.97 --- --- ---
InvestEd Income WICPX -0.20 -0.79 -1.37 0.30 --- ---
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