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

Data through 10/17/2017. 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 0.42 5.38 1.57 5.60 3.26 3.34
Columbia Capital Allocation Cnsrv A ABDAX 0.49 6.67 1.78 6.21 3.88 3.83
American Century Multi-Asset Rl Ret R5 AMRUX 1.28 --- 3.32 --- --- ---
American Century One Choice VryCnsrv Inv AONIX 0.25 5.14 1.42 5.18 3.97 3.87
American Century One Choice VryCnsrv R AORHX 0.29 4.74 1.29 4.65 --- ---
American Century Multi-Asset Rl Ret A ASIDX 1.20 8.23 3.26 8.69 0.73 -0.55
American Century Multi-Asset Rl Ret I ASINX 1.28 8.55 3.42 9.13 1.22 -0.08
American Century Multi-Asset Rl Ret Inv ASIOX 1.29 8.38 3.34 8.96 0.99 -0.30
American Century Multi-Asset Rl Ret R ASIUX 1.21 7.99 3.20 8.34 0.51 -0.80
American Century Multi-Asset Rl Ret C ASIZX 1.14 7.52 3.08 7.88 0.00 -1.29
BlackRock 20/80 Target Allocation Inv A BACPX 0.61 6.53 1.94 6.17 4.84 5.73
BlackRock 20/80 Target Allocation Inv C BCCPX 0.53 5.95 1.69 5.32 4.07 4.95
BMO Conservative Allocation I BDVIX 0.50 6.32 1.71 6.13 3.93 ---
BMO Conservative Allocation R3 BDVRX 0.60 5.99 1.71 5.79 3.45 ---
BMO Conservative Allocation R6 BDVSX 0.60 6.53 1.81 6.38 4.09 ---
BMO Conservative Allocation Y BDVYX 0.60 6.20 1.71 5.99 3.69 ---
Berwyn Income BERIX 0.38 2.82 -0.05 3.90 3.50 5.46
BlackRock 20/80 Target Allocation Instl BICPX 0.69 6.82 2.00 6.48 5.23 6.12
BlackRock 20/80 Target Allocation K BKCPX 0.69 6.92 2.00 6.50 --- ---
BlackRock Managed Income Investor A BLADX 0.72 4.31 1.21 5.06 3.82 2.56
BlackRock Managed Income Institutional BLDIX 0.74 4.51 1.28 5.33 4.17 2.92
BlackRock Managed Income K BLDRX 0.64 4.55 1.19 5.27 4.23 2.99
BlackRock Managed Income Investor C BMICX 0.66 3.68 1.02 4.26 --- ---
BlackRock 20/80 Target Allocation R BRCPX 0.61 6.28 1.86 5.79 4.55 5.44
Columbia Income Builder R CBURX 0.96 6.31 2.00 7.32 5.01 4.94
Columbia Income Builder Z CBUZX 0.92 6.65 2.05 7.81 5.53 5.46
Columbia Capital Allocation Cnsrv R CBVRX 0.43 6.37 1.61 5.84 3.62 3.56
Columbia Capital Allocation Cnsrv Z CBVZX 0.45 6.76 1.74 6.37 4.14 4.09
Chou Income CHOIX -0.75 0.03 0.00 9.42 0.42 5.72
Columbia Income Builder Y CIBYX 1.01 --- 2.14 --- --- ---
Columbia Income Builder T CINDX 0.99 6.44 2.07 7.61 5.25 ---
Columbia Income Builder K CIPRX 0.99 6.49 2.07 7.69 5.38 5.29
Columbia Income Builder R5 CKKRX 0.92 6.65 2.05 7.81 5.56 ---
Columbia Income Builder R4 CNMRX 1.01 6.72 2.13 7.88 5.54 ---
Columbia Thermostat Z COTZX 0.41 5.06 1.37 4.93 4.05 5.11
Columbia Capital Allocation Cnsrv R5 CPAOX 0.46 6.83 1.76 6.45 4.19 ---
Columbia Capital Allocation Cnsrv R4 CPCYX 0.45 6.80 1.75 6.40 4.13 ---
Columbia Capital Allocation Cnsrv Y CPDHX 0.48 6.88 1.88 6.51 4.24 ---
Columbia Capital Allocation Cnsrv K CPVRX 0.40 6.66 1.70 6.21 3.95 3.92
Columbia Thermostat R5 CQTRX 0.40 5.03 1.29 4.98 4.04 ---
Columbia Thermostat A CTFAX 0.33 4.78 1.21 4.61 3.76 4.83
Columbia Thermostat C CTFDX 0.33 4.22 1.08 3.94 3.01 4.06
American Funds College 2021 529A CTOAX 0.00 3.55 0.80 3.16 3.23 4.93
American Funds College 2021 529C CTOCX -0.09 2.94 0.63 2.33 2.45 4.13
American Funds College 2021 529E CTOEX 0.00 3.37 0.80 2.96 2.99 4.67
American Funds College 2021 529F1 CTOFX 0.00 3.72 0.88 3.37 3.46 5.16
Columbia Thermostat R4 CTORX 0.34 5.03 1.29 4.91 4.03 ---
Columbia Thermostat Y CYYYX 0.40 5.11 1.29 4.97 4.07 ---
DFA Global Allocation 25/75 R2 DFGPX 0.61 5.03 1.37 5.82 3.47 3.46
DFA Global Allocation 25/75 I DGTSX 0.59 5.28 1.50 6.10 3.72 3.80
Wells Fargo Diversified Income Bldr A EKSAX 1.01 8.40 2.27 10.55 7.67 7.54
Wells Fargo Diversified Income Bldr C EKSCX 1.11 7.74 2.07 9.71 6.91 6.77
Wells Fargo Diversified Income Bldr Adm EKSDX 1.04 8.47 2.34 10.68 7.87 7.74
Wells Fargo Diversified Income Bldr Inst EKSYX 1.06 8.64 2.39 10.90 8.03 7.95
EValuator Conservative RMS Service EVCLX 1.11 7.91 2.44 8.47 --- ---
EValuator Conservative RMS R4 EVFCX 1.02 7.61 2.25 8.11 --- ---
EValuator Very Conservative RMS R4 EVVCX 0.57 5.38 1.73 5.35 --- ---
EValuator Very Conservative RMS Service EVVLX 0.57 5.58 1.73 5.65 --- ---
Fidelity Asset Manager® 20% FASIX 0.42 5.84 1.67 5.43 3.85 3.95
Fidelity Advisor Asset Manager® 30% C FCANX 0.49 6.93 1.83 6.63 3.89 4.08
Fidelity Advisor® Strategic Real Ret C FCSRX 0.16 1.74 1.67 2.51 -0.49 -0.61
Franklin NextStep Conservative A FNCAX 0.60 6.25 1.62 5.73 --- ---
Franklin NextStep Conservative C FNCDX 0.48 5.55 1.32 4.83 --- ---
Franklin NextStep Conservative Advisor FNCVX 0.58 6.35 1.60 5.92 --- ---
Fidelity Advisor® Strategic Real Ret I FSIRX 0.31 2.66 1.92 3.72 0.57 0.42
Fidelity Advisor® Strategic Real Ret A FSRAX 0.35 2.40 1.85 3.38 0.31 0.16
Fidelity® Strategic Real Return FSRRX 0.32 2.64 1.93 3.68 0.56 0.44
Fidelity Advisor® Strategic Real Ret M FSRTX 0.23 2.30 1.84 3.27 0.26 0.13
Fidelity Advisor Asset Manager® 30% A FTAAX 0.63 7.67 2.12 7.53 4.72 4.88
Fidelity Asset Manager® 30% FTANX 0.66 7.93 2.20 7.79 5.05 5.22
Fidelity Advisor Asset Manager® 20% A FTAWX 0.40 5.62 1.59 5.11 3.54 3.63
Fidelity Advisor Asset Manager® 20% C FTCWX 0.34 4.97 1.40 4.28 2.75 2.84
Fidelity Advisor Asset Manager® 20% M FTDWX 0.30 5.32 1.44 4.84 3.25 3.35
Fidelity Advisor Asset Manager® 30% I FTINX 0.65 7.85 2.17 7.79 4.98 5.13
Fidelity Advisor Asset Manager® 20% I FTIWX 0.35 5.81 1.65 5.38 3.81 3.89
Fidelity Advisor Asset Manager® 30% M FTTNX 0.52 7.38 1.95 7.18 4.40 4.60
GuideStone Funds Conservative Allc Instl GCAYX 0.61 6.25 1.67 6.71 --- ---
Nationwide Inv Dest Cnsrv R GCFRX 0.58 4.55 1.51 4.72 3.15 3.05
GuideStone Funds Conservative Allc Inv GFIZX 0.61 6.07 1.67 6.46 3.14 2.91
GuidePath® Absolute Return Allc Instl GIARX 0.19 4.85 1.24 6.14 4.77 3.49
Nationwide Inv Dest Cnsrv R6 GIMCX 0.68 5.04 1.57 5.37 3.81 3.70
GuidePath® Absolute Return Allc Svc GPARX 0.09 4.33 0.95 5.46 4.09 2.85
Pioneer Solutions Conservative Y IBBCX 0.70 6.86 1.91 6.03 3.41 3.94
Voya Solution Conservative Port A ICGAX 0.46 5.81 1.41 6.21 4.06 4.12
Voya Solution Conservative Port I ICGIX 0.54 6.26 1.62 6.75 4.57 4.65
Voya Solution Conservative Port S ICGSX 0.46 5.96 1.48 6.46 4.29 4.38
Voya Solution Conservative Port S2 ICGTX 0.46 5.84 1.44 6.24 4.14 4.23
Transamerica Dynamic Income A IGTAX 0.05 5.79 1.24 4.53 3.39 3.55
Transamerica Dynamic Income C IGTCX -0.02 5.09 1.05 3.74 2.61 2.76
Transamerica Dynamic Income I IGTIX 0.17 6.08 1.41 4.88 3.67 3.80
Transamerica Dynamic Income T1 IGTTX 0.06 --- 1.37 --- --- ---
Transamerica Dynamic Income Advisor IGTVX 0.06 --- 1.30 --- --- ---
Voya Retirement Conservative Port A IRCAX 0.55 6.24 1.67 5.89 4.04 4.09
Voya Retirement Conservative Port I IRCPX 0.54 6.20 1.76 5.97 4.17 4.23
JHancock Multimanager Lifestyle Cnsrv A JALRX 0.36 6.33 1.44 5.92 3.53 3.72
JHancock Multimanager Lifestyle Cnsrv B JBLCX 0.26 5.68 1.26 5.17 2.78 2.95
JHancock Multimanager Lifestyle Cnsrv C JCLCX 0.34 5.68 1.33 5.25 2.81 2.98
JHancock Income Allocation A JIAFX 0.55 7.15 1.87 7.19 --- ---
JHancock Income Allocation C JIAGX 0.50 6.61 1.80 6.46 --- ---
JHancock Income Allocation I JIAIX 0.58 7.39 2.05 7.51 --- ---
JHancock Income Allocation R6 JIASX 0.49 7.47 1.97 7.51 --- ---
JHancock Multimanager Lifestyle Cnsrv 1 JILCX 0.46 6.62 1.61 6.39 3.91 4.12
JHancock Multi-Index Lifestyle Cnsrv 1 JLCGX 0.55 5.86 1.59 5.22 4.05 ---
JHancock Multi-Index Lifestyle Cnsrv R6 JLCSX 0.56 5.88 1.59 5.25 4.08 ---
JHancock Multimanager Lifestyle Cnsrv R1 JPLCX 0.35 6.06 1.43 5.56 3.15 3.29
JHancock Multimanager Lifestyle Cnsrv R2 JQLCX 0.42 6.24 1.49 5.89 3.42 3.63
JPMorgan Diversified Real Return R2 JRFRX 0.37 6.13 2.31 6.87 2.08 1.04
JHancock Retirement Income 2040 R6 JRIFX 0.73 --- 2.37 --- --- ---
JHancock Multimanager Lifestyle Cnsrv R3 JRLCX 0.39 6.18 1.46 5.80 3.31 3.45
JPMorgan Diversified Real Return R5 JRLRX 0.40 6.67 2.48 7.51 2.70 1.65
JPMorgan Diversified Real Return A JRNAX 0.46 6.40 2.40 7.16 2.35 1.32
JPMorgan Diversified Real Return C JRNCX 0.33 5.97 2.28 6.60 1.84 0.80
JPMorgan Diversified Real Return I JRNSX 0.38 6.52 2.39 7.41 2.57 1.56
JHancock Multimanager Lifestyle Cnsrv R4 JSLCX 0.40 6.46 1.55 6.16 3.66 3.79
JHancock Multimanager Lifestyle Cnsrv R5 JTLRX 0.38 6.61 1.53 6.29 3.85 4.03
JHancock Multimanager Lifestyle Cnsrv I JTOIX 0.44 6.58 1.52 6.25 --- ---
JHancock Multimanager Lifestyle Cnsrv R6 JULCX 0.39 6.67 1.54 6.36 3.96 4.14
Ladenburg Income A LNCAX 0.52 5.74 1.51 5.85 --- ---
Ladenburg Income C LNCCX 0.37 5.08 1.25 4.98 --- ---
Ladenburg Income I LNCIX 0.45 5.97 1.48 5.87 --- ---
MassMutual RetireSMART Cnsrv A MCTAX 0.60 7.10 1.92 6.91 3.54 3.86
MassMutual RetireSMART Cnsrv Admin MRCLX 0.70 7.35 2.02 7.27 3.82 4.14
MassMutual RetireSMART Cnsrv R5 MRCSX 0.70 7.46 2.02 7.40 4.02 4.34
MassMutual RetireSMART Cnsrv I MRCUX 0.70 7.56 2.12 7.60 4.14 ---
MassMutual RetireSMART Cnsrv R3 MRCVX 0.50 6.87 1.84 6.77 3.38 ---
MassMutual RetireSMART Cnsrv Svc MRCYX 0.70 7.35 2.02 7.35 3.91 4.25
MassMutual RetireSMART Cnsrv R4 MRCZX 0.70 7.18 1.94 7.05 3.67 ---
Manning & Napier Strategic Inc Cnsrv S MSCBX 0.70 5.61 1.96 6.11 4.44 4.63
Manning & Napier Strategic Inc Cnsrv I MSCIX 0.67 5.69 1.93 6.26 4.69 4.90
Great-West Conservative Profile Inv MXCPX 0.73 6.17 1.39 7.60 4.60 4.94
Great-West Conservative Profile L MXIPX 0.63 5.91 1.30 7.35 4.34 4.68
Great-West Conservative Profile Instl MXKVX 0.80 6.45 1.52 8.03 --- ---
Nationwide Inv Dest Cnsrv A NDCAX 0.68 4.80 1.59 5.05 3.48 3.36
Nationwide Inv Dest Cnsrv C NDCCX 0.59 4.14 1.41 4.31 2.72 2.63
Nationwide Inv Dest Cnsrv Svc NDCSX 0.58 4.63 1.47 4.97 3.40 3.29
Nuveen NWQ Flexible Income R6 NQWFX 0.81 8.24 1.38 8.18 --- ---
Nuveen NWQ Flexible Income A NWQAX 0.79 8.14 1.27 8.05 6.29 5.56
Nuveen NWQ Flexible Income C NWQCX 0.72 7.56 1.09 7.21 5.48 4.86
Nuveen NWQ Flexible Income I NWQIX 0.81 8.35 1.29 8.28 6.54 5.93
Nationwide Inv Dest Cnsrv Ins Svc NWWLX 0.68 4.98 1.65 5.29 3.73 ---
Principal SAM Flexible Income R5 PFIFX 0.72 6.61 1.97 6.95 4.46 4.88
Principal SAM Flexible Income R1 PFIGX 0.68 6.14 1.83 6.32 3.83 4.24
Principal SAM Flexible Income J PFIJX 0.73 6.72 2.00 7.07 4.52 4.88
Principal SAM Flexible Income R4 PFILX 0.71 6.51 1.94 6.82 4.35 4.76
Principal SAM Flexible Income R3 PFIPX 0.70 6.35 1.89 6.62 4.16 4.57
Principal SAM Flexible Income R2 PFIVX 0.60 6.22 1.76 6.43 3.97 4.37
Pioneer Solutions Conservative A PIAVX 0.75 6.86 1.90 5.98 3.36 4.11
Pioneer Solutions Conservative C PICVX 0.68 6.25 1.67 5.22 2.62 3.35
Principal SAM Flexible Income Inst PIFIX 0.74 6.88 2.03 7.29 4.73 5.14
PIMCO Inflation Response MultiAsst Instl PIRMX -0.45 6.19 3.15 5.48 2.24 0.10
Pacific Funds Port Optim Cnsrv Adv PLCDX 0.61 7.07 1.95 7.22 4.20 ---
Pacific Funds Port Optim Cnsrv A POAAX 0.61 6.89 1.95 7.02 3.97 3.43
Pacific Funds Port Optim Cnsrv B POABX 0.54 6.26 1.72 6.16 3.22 2.69
Pacific Funds Port Optim Cnsrv C POACX 0.63 6.26 1.72 6.24 3.22 2.69
Pacific Funds Port Optim Cnsrv R POARX 0.62 6.75 1.88 6.80 3.71 3.19
PIMCO Inflation Response Multi-Asst P PPRMX -0.45 6.13 3.13 5.38 2.16 0.00
Pioneer Solutions Conservative R PSMRX 0.66 6.67 1.81 5.69 --- ---
PIMCO Inflation Response Multi-Asst A PZRMX -0.45 5.80 3.05 5.11 1.82 -0.34
Columbia Income Builder A RBBAX 0.99 6.46 2.07 7.63 5.27 5.20
Columbia Income Builder C RBBCX 0.84 5.84 1.79 6.71 4.47 4.40
Russell Inv Lifepoints Cnsrv Strat A RCLAX 0.18 5.15 1.10 4.75 3.36 3.17
Russell Inv Lifepoints Cnsrv Strat C RCLCX 0.10 4.62 0.92 3.91 2.58 2.40
Russell Inv Lifepoints Cnsrv Strat E RCLEX 0.18 5.23 1.09 4.73 3.35 3.17
Russell Inv Lifepoints Cnsrv Strat R1 RCLRX 0.18 5.52 1.19 5.13 3.74 3.58
Russell Inv Lifepoints Cnsrv Strat S RCLSX 0.24 5.41 1.15 4.98 3.60 3.43
Russell Inv Lifepoints Cnsrv Strat R4 RCLUX 0.21 5.35 1.23 4.89 3.49 3.33
Russell Inv Lifepoints Cnsrv Strat R5 RCLVX 0.25 5.11 1.16 4.68 3.25 3.06
Columbia Capital Allocation Cnsrv C RPCCX 0.40 6.00 1.49 5.34 3.08 3.05
Principal SAM Flexible Income A SAUPX 0.71 6.53 1.95 6.86 4.40 4.80
SEI Multi-Asset Cap Stability F (SIMT) SCLAX 0.19 3.01 0.98 2.69 1.41 1.22
Sentinel Multi-Asset Income I SCSIX 0.62 5.94 1.72 5.52 5.28 5.64
Principal SAM Flexible Income C SCUPX 0.58 5.91 1.69 6.03 3.60 4.01
Sentinel Multi-Asset Income A SECMX 0.67 5.81 1.64 5.30 5.06 5.40
SEI Defensive Strategy I (SAAT) SEDIX 0.09 2.07 0.60 1.92 1.36 1.30
SEI Multi-Asset Real Return A (SIIT) SEIAX -0.37 -2.05 0.75 -1.90 -1.90 -2.45
SEI Conservative Strategy I (SAAT) SICIX 0.24 4.06 1.08 4.00 2.82 2.92
SEI Multi-Asset Inflation Mgd F (SIMT) SIFAX -0.35 -2.63 0.71 -2.51 -2.31 -2.99
SEI Multi-Asset Inflation Mgd Y (SIMT) SLFYX -0.47 -2.51 0.71 -2.34 --- ---
Sentinel Multi-Asset Income C SMKCX 0.54 5.20 1.48 4.58 4.27 4.63
SEI Multi-Asset Cap Stability Y (SIMT) SMLYX 0.19 3.10 0.98 2.78 --- ---
SEI Defensive Strategy F (SAAT) SNSAX 0.15 2.26 0.65 2.21 1.65 1.56
SEI Conservative Strategy D (SAAT) SSTDX 0.21 3.62 0.96 3.54 2.31 2.32
SEI Conservative Strategy F (SAAT) SVSAX 0.29 4.22 1.15 4.34 3.10 3.19
Schwab® Monthly Income Max Payout SWLRX 0.26 4.96 1.48 3.86 3.18 3.04
TIAA-CREF Lifestyle Income Retirement TLSRX 0.41 6.29 1.59 5.86 3.99 3.86
TIAA-CREF Lifestyle Income Advisor TSIHX 0.46 6.47 1.64 6.19 --- ---
TIAA-CREF Lifestyle Income Retail TSILX 0.40 6.17 1.58 5.83 3.96 3.85
TIAA-CREF Lifestyle Income Premier TSIPX 0.43 6.36 1.61 5.95 4.09 3.97
TIAA-CREF Lifestyle Income Institutional TSITX 0.47 6.48 1.64 6.21 4.28 4.14
USAA Flexible Income Adviser UAFIX -1.44 7.55 1.54 4.83 1.90 ---
USAA Flexible Income Institutional UIFIX -1.35 7.88 1.74 5.28 2.34 ---
USAA Cornerstone Conservative USCCX 0.53 7.40 1.94 6.84 4.20 4.15
USAA Flexible Income USFIX -1.36 7.73 1.62 5.11 2.12 ---
Vanguard LifeStrategy Income Inv VASIX 0.54 5.92 1.78 4.91 4.20 4.23
Voya Solution Conservative Port R6 VYRPX 0.54 6.26 1.62 6.75 --- ---
Wells Fargo WealthBuilder Cnsrv Allc A WCAFX 0.47 --- 1.58 --- --- ---
Wells Fargo WealthBuilder Cnsrv Allc C WCCFX 0.49 5.41 1.38 4.92 2.74 2.57