Allocation--30% to 50% Equity: Total Returns

Print
Data through 2/23/2018. 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--30% to 50% Equity -2.29 -0.21 0.95 6.64 3.98 5.20
Thrivent Balanced Income Plus A AABFX -1.91 0.83 2.02 8.68 4.91 7.59
American Century Strat Allc: Cnsrv C AACCX -2.05 0.53 1.51 7.19 3.26 4.69
American Century Strat Allc: Cnsrv R6 AACDX -2.02 0.69 1.87 8.64 4.66 ---
American Century Strat Allc: Cnsrv R5 AACGX -2.02 0.69 1.82 --- --- ---
American Century Strat Allc: Cnsrv R AACRX -2.03 0.69 1.63 7.76 3.78 5.22
Thrivent Diversified Income Plus A AAHYX -1.40 0.33 1.10 6.63 4.43 5.15
AB Conservative Wealth Strategy A ABPAX -2.43 -0.66 0.21 5.25 2.82 3.77
AB Conservative Wealth Strategy B ABPBX -2.53 -0.73 -0.01 4.41 2.04 3.00
AB Conservative Wealth Strategy C ABPCX -2.43 -0.74 0.00 4.52 2.06 3.00
AB Conservative Wealth Strategy Advisor ABPYX -2.42 -0.57 0.31 5.58 3.09 4.04
Columbia Capital Allocation Mod A ABUAX -2.49 0.86 2.33 11.82 6.12 7.46
American Century Strat Allc: Cnsrv A ACCAX -2.02 0.69 1.70 8.01 4.06 5.49
American Century Strat Allc: Cnsrv I ACCIX -2.02 0.69 1.82 8.48 4.50 5.95
Yorktown Multi-Asset Income C AFFCX -2.29 -0.59 0.30 5.27 --- ---
Yorktown Multi-Asset Income L AFFIX -2.35 -0.59 0.28 5.22 4.96 3.22
AB Tax-Managed All Market Income A AGIAX -3.13 -1.83 -0.99 5.45 2.88 4.38
AB Tax-Managed All Market Income B AGIBX -3.21 -2.00 -1.22 4.66 2.08 3.59
AB Tax-Managed All Market Income C AGICX -3.30 -2.02 -1.26 4.62 2.07 3.60
AB Tax-Managed All Market Income Adv AGIYX -3.19 -1.86 -1.00 5.72 3.11 4.64
AllianzGI Income & Growth P AIGPX -2.05 2.29 3.25 11.52 6.80 8.55
AllianzGI Income & Growth R AIGRX -2.13 2.18 3.12 10.98 6.24 8.01
Invesco Income Allocation A ALAAX -2.54 -1.86 -0.91 3.23 4.01 5.38
Invesco Income Allocation Y ALAYX -2.52 -1.82 -0.85 3.49 4.27 5.65
American Century Multi-Asset Income A AMJAX -2.97 -0.98 -0.27 4.92 4.32 ---
American Century Multi-Asset Income C AMJCX -3.02 -1.12 -0.46 4.10 3.55 ---
American Century Multi-Asset Income R5 AMJGX -2.94 -0.95 -0.25 --- --- ---
American Century Multi-Asset Income I AMJIX -3.04 -0.95 -0.25 5.36 4.79 ---
American Century Multi-Asset Income R6 AMJRX -2.93 -0.84 -0.12 5.61 4.98 ---
American Century Multi-Asset Income Inv AMJVX -2.95 -0.96 -0.20 5.17 4.58 ---
American Century Multi-Asset Income R AMJWX -2.99 -0.99 -0.33 4.68 4.07 ---
American Century Multi-Asset Income Y AMJYX -2.93 -0.94 -0.12 --- --- ---
Columbia Capital Allocation Mod C AMTCX -2.59 0.69 2.16 10.89 5.31 6.65
American Century One Choice Cnsrv Inv AOCIX -2.05 0.87 1.85 8.82 4.66 6.12
American Century One Choice Cnsrv R AORSX -2.05 0.73 1.72 8.20 --- ---
Yorktown Multi-Asset Income Instl APIIX -2.23 -0.54 0.50 6.25 6.03 4.24
Yorktown Multi-Asset Income A APIUX -2.28 -0.52 0.39 5.81 5.52 3.74
AB Conservative Wealth Strategy R APPRX -2.50 -0.74 0.06 4.76 2.39 3.35
AB Conservative Wealth Strategy I APWIX -2.39 -0.57 0.27 5.46 3.02 4.00
AB Conservative Wealth Strategy K APWKX -2.43 -0.66 0.15 5.20 2.74 3.68
AllianzGI Income & Growth A AZNAX -2.11 2.22 3.18 11.25 6.53 8.28
AllianzGI Income & Growth C AZNCX -2.16 2.09 2.97 10.42 5.72 7.47
AllianzGI Income & Growth Institutional AZNIX -2.02 2.38 3.34 11.71 6.91 8.67
BlackRock 40/60 Target Allocation Inv A BAMPX -2.30 0.17 1.31 7.89 4.18 7.22
Sterling Capital Diversified Inc C BCCCX -2.52 -0.71 0.83 2.65 2.47 4.07
Sterling Capital Diversified Inc A BCGAX -2.44 -0.56 1.11 3.48 3.23 4.86
BlackRock 40/60 Target Allocation Inv C BCMPX -2.33 0.00 1.10 7.12 3.39 6.40
BlackRock 40/60 Target Allocation Instl BIMPX -2.21 0.17 1.40 8.30 4.54 7.59
BlackRock 40/60 Target Allocation K BKMPX -2.21 0.25 1.41 8.31 --- ---
BMO Moderate Allocation I BMBHX -2.20 0.10 1.12 7.81 4.34 ---
BMO Moderate Allocation R3 BMBQX -2.30 0.00 0.97 7.32 3.77 ---
BMO Moderate Allocation R6 BMBTX -2.21 0.10 1.22 8.02 4.46 ---
BMO Moderate Allocation Y BMBYX -2.30 0.10 1.04 7.62 4.05 ---
Sterling Capital Diversified Inc Instl BMGTX -2.48 -0.62 1.07 3.70 3.48 5.10
BlackRock 40/60 Target Allocation R BRMPX -2.23 0.17 1.32 7.75 4.02 7.06
Invesco Conservative Allocation A CAAMX -1.86 -0.26 0.53 5.14 3.03 3.99
Invesco Conservative Allocation Y CAAYX -1.86 -0.26 0.59 5.40 3.29 4.24
Invesco Conservative Allocation C CACMX -1.88 -0.35 0.32 4.37 2.26 3.20
Calvert Conservative Allocation C CALCX -1.62 0.18 1.08 6.81 3.27 4.68
Federated Capital Income A CAPAX -2.25 0.15 1.64 6.85 3.13 4.63
Federated Capital Income B CAPBX -2.31 -0.03 1.32 5.89 2.34 3.84
Federated Capital Income C CAPCX -2.31 0.09 1.44 6.03 2.39 3.85
Federated Capital Income F CAPFX -2.25 0.15 1.64 6.71 3.12 4.61
Federated Capital Income R CAPRX -2.26 0.14 1.57 6.61 2.96 ---
Federated Capital Income Institutional CAPSX -2.23 0.17 1.71 7.11 3.39 4.89
Cornerstone Advisors Real Assets Instl CAREX -3.87 -1.12 1.93 -1.43 -2.11 -2.29
Columbia Capital Allocation Mod R CBMRX -2.58 0.77 2.28 11.48 5.84 7.17
Columbia Capital Allocation Mod Inst CBMZX -2.49 0.95 2.49 12.11 6.40 7.74
Columbia Capital Allocation Mod K CBRRX -2.57 0.86 2.34 11.78 6.15 7.53
Columbia Capital Alloc Mod Cnsrv K CCAKX -2.22 0.00 1.23 8.17 4.30 ---
Calvert Conservative Allocation A CCLAX -1.55 0.29 1.30 7.64 4.16 5.62
Calvert Conservative Allocation I CFAIX -1.49 0.41 1.37 8.02 --- ---
Columbia Flexible Capital Income Adv CFCRX -2.58 0.76 2.22 10.13 7.41 8.52
Columbia Flexible Capital Income Inst3 CFCYX -2.61 0.77 2.19 --- --- ---
Columbia Flexible Capital Income A CFIAX -2.60 0.69 2.17 9.84 7.14 8.26
Columbia Flexible Capital Income C CFIGX -2.69 0.62 1.99 9.09 6.35 7.45
Columbia Flexible Capital Income R CFIRX -2.60 0.69 2.11 9.67 6.88 7.98
Columbia Flexible Capital Income T CFIWX -2.60 0.77 2.17 9.94 7.17 8.25
Columbia Flexible Capital Income Inst CFIZX -2.60 0.77 2.24 10.12 7.41 8.53
American Funds College 2024 529A CFTAX -1.82 -0.59 0.36 4.77 3.48 6.15
Columbia Flexible Capital Income Inst2 CFXRX -2.58 0.76 2.23 10.16 7.47 8.60
Columbia Capital Alloc Mod Cnsrv Adv CHWRX -2.21 0.00 1.28 8.44 4.53 5.71
Columbia Multi-Asset Income C CLCNX -2.57 -0.80 0.58 3.78 --- ---
AdvisorOne CLS Growth and Income N CLERX -2.05 0.79 1.99 9.28 4.79 5.25
Invesco Income Allocation C CLIAX -2.68 -1.98 -1.10 2.36 3.23 4.58
Columbia Capital Alloc Mod Cnsrv R CLIRX -2.27 -0.09 1.14 7.82 4.00 5.16
Columbia Multi-Asset Income A CLNAX -2.45 -0.58 0.77 4.56 --- ---
Columbia Multi-Asset Income Adv CLNFX -2.42 -0.54 0.83 4.82 --- ---
Columbia Multi-Asset Income Inst2 CLNVX -2.41 -0.63 0.84 4.86 --- ---
Columbia Multi-Asset Income T CLNWX -2.45 -0.68 0.77 4.56 --- ---
Columbia Multi-Asset Income Inst CLNZX -2.51 -0.64 0.83 4.82 --- ---
Columbia Capital Alloc Mod Cnsrv Inst2 CLRRX -2.12 0.09 1.29 8.48 4.59 5.79
Invesco Conservative Allocation R5 CMAIX -1.85 -0.26 0.60 5.43 3.31 4.28
Invesco Conservative Allocation R CMARX -1.87 -0.26 0.46 4.88 2.77 3.72
Invesco Conservative Allocation S CMASX -1.78 -0.17 0.64 5.33 3.16 4.10
Columbia Multi-Asset Income Inst3 CMUYX -2.41 -0.62 0.85 --- --- ---
Invesco Conservative Allocation R6 CNSSX -1.85 -0.17 0.60 --- --- ---
Columbia Capital Allocation Mod Inst2 CPAMX -2.52 0.96 2.44 12.09 6.42 ---
Columbia Capital Allocation Mod Adv CPCZX -2.52 0.87 2.43 12.05 6.37 ---
Columbia Capital Alloc Mod Cnsrv Inst3 CPDGX -2.15 0.09 1.32 8.54 4.63 ---
Columbia Capital Allocation Mod Inst3 CPDMX -2.52 0.96 2.45 12.15 6.53 ---
American Funds College 2024 529C CTFCX -1.92 -0.76 0.15 3.90 2.66 5.30
American Funds College 2024 529E CTFEX -1.83 -0.59 0.33 4.58 3.20 5.88
American Funds College 2024 529F1 CTFFX -1.82 -0.59 0.39 4.97 3.67 6.36
Delaware Foundation Cnsrv Allc A DFIAX -1.82 0.41 1.09 7.89 3.93 5.01
Delaware Foundation Cnsrv Allc C DFICX -2.01 0.21 0.89 6.96 3.14 4.19
Delaware Foundation Cnsrv Allc I DFIIX -1.91 0.41 1.15 8.02 4.18 5.26
Delaware Foundation Cnsrv Allc R DFIRX -1.92 0.31 1.03 7.52 3.67 4.73
MFS® Diversified Income A DIFAX -2.86 -2.50 -1.96 3.04 3.22 5.32
MFS® Diversified Income C DIFCX -2.94 -2.62 -2.23 2.27 2.45 4.54
MFS® Diversified Income R1 DIFDX -2.94 -2.62 -2.15 2.27 2.45 4.53
MFS® Diversified Income R2 DIFEX -2.89 -2.54 -2.10 2.78 2.97 5.06
MFS® Diversified Income R3 DIFFX -2.86 -2.50 -2.03 3.04 3.22 5.32
MFS® Diversified Income R4 DIFGX -2.84 -2.46 -1.97 3.30 3.48 5.59
MFS® Diversified Income R6 DIFHX -2.83 -2.45 -1.94 3.40 3.58 5.69
MFS® Diversified Income I DIFIX -2.92 -2.54 -1.97 3.22 3.45 5.57
Meeder Moderate Allocation Adviser DVOAX -2.66 0.51 3.37 12.12 --- ---
Meeder Moderate Allocation Institutional DVOIX -2.57 0.60 3.50 12.36 --- ---
MFS® Conservative Allocation 529B EBCAX -1.68 0.26 1.11 7.22 3.70 4.36
MFS® Conservative Allocation 529C ECACX -1.69 0.26 1.12 7.26 3.71 4.36
MFS® Conservative Allocation 529A ECLAX -1.59 0.39 1.31 8.12 4.50 5.15
Manning & Napier Pro-Blend Mod Term S EXBAX -1.96 0.00 0.71 6.67 2.64 4.49
Manning & Napier Pro-Blend Cnsrv Term S EXDAX -1.81 -0.66 0.08 4.84 2.52 3.72
American Funds Retire Inc Port-Cnsrv F1 FAFWX -2.05 -0.63 0.45 5.60 --- ---
Fidelity Asset Manager® 50% FASMX -2.34 0.71 1.70 10.58 5.85 7.35
Fidelity Advisor® Multi-Asset Income I FAYZX -3.34 -0.94 0.53 2.19 --- ---
Fidelity Advisor® Multi-Asset Income M FAZYX -3.36 -0.97 0.47 1.94 --- ---
First Investors Balanced Income A FBIJX -1.57 -0.65 0.99 6.35 --- ---
First Investors Balanced Income Advisor FBIKX -1.54 -0.61 1.14 6.81 --- ---
First Investors Balanced Income Instl FBILX -1.60 -0.57 1.10 6.77 --- ---
Franklin Income C FCISX -3.70 -0.94 0.68 3.72 3.39 5.41
American Funds Retire Inc Port-Cnsrv F2 FDFWX -2.05 -0.54 0.51 5.83 --- ---
Fidelity Advisor Asset Manager® 50% A FFAMX -2.34 0.66 1.62 10.21 5.52 7.02
Fidelity Asset Manager® 40% FFANX -1.92 0.34 1.16 8.63 5.05 6.28
Fidelity Advisor Asset Manager® 50% C FFCMX -2.41 0.55 1.49 9.38 4.74 6.22
Fidelity Advisor Asset Manager® 50% I FFIMX -2.29 0.71 1.74 10.56 5.82 7.31
Fidelity Advisor Asset Manager® 40% A FFNAX -2.00 0.26 1.08 8.29 4.74 5.94
Fidelity Advisor Asset Manager® 40% C FFNCX -2.09 0.17 0.88 7.43 3.93 5.13
Fidelity Advisor Asset Manager® 40% I FFNIX -2.00 0.34 1.15 8.61 5.02 6.24
Fidelity Advisor Asset Manager® 40% M FFNTX -2.01 0.26 1.02 7.94 4.46 5.66
Fidelity Advisor Asset Manager® 50% M FFTMX -2.35 0.66 1.61 10.01 5.27 6.75
American Funds Retire Inc Port-Cnsrv F3 FICWX -2.14 -0.63 0.45 5.94 --- ---
Franklin Income R FISRX -3.39 -0.93 0.76 4.01 3.67 5.55
Franklin Income A FKINX -3.30 -0.86 0.83 3.86 3.97 5.92
Meeder Moderate Allocation Retail FLDOX -2.58 0.51 3.34 11.82 --- ---
Federated Muni and Stock Advantage B FMNBX -2.16 0.36 2.30 7.72 4.33 5.05
Federated Muni and Stock Advantage A FMUAX -2.02 0.49 2.56 8.61 5.13 5.83
Federated Muni and Stock Advantage C FMUCX -2.09 0.36 2.37 7.72 4.36 5.06
Federated Muni and Stock Advantage F FMUFX -2.02 0.49 2.56 8.61 5.13 5.83
Federated Muni and Stock Advantage Instl FMUIX -2.00 0.51 2.63 8.88 5.40 6.11
Franklin Income R6 FNCFX -3.31 -0.83 0.89 4.08 4.21 ---
Franklin Income Adv FRIAX -3.32 -0.84 0.88 4.03 4.14 6.02
Nuveen Strategy Conservative Allc A FSFIX -1.88 -0.20 0.81 6.47 2.86 3.95
Nuveen Strategy Conservative Allc I FSFYX -1.86 -0.16 0.81 6.66 3.11 4.21
Nuveen Strategy Conservative Allc C FSJCX -1.96 -0.31 0.58 5.59 2.08 3.16
Nuveen Strategy Conservative Allc R3 FSJSX -1.83 -0.24 0.73 6.19 2.59 3.70
Franklin Conservative Allocation C FTCCX -1.47 1.03 1.47 7.58 3.11 4.20
Franklin Conservative Allocation A FTCIX -1.44 1.14 1.66 8.45 3.88 4.99
Franklin Conservative Allocation R FTCRX -1.45 1.15 1.64 8.20 3.63 4.72
Franklin Conservative Allocation Advisor FTCZX -1.38 1.21 1.74 8.74 4.16 5.26
Fidelity Advisor® Multi-Asset Income A FWATX -3.36 -0.97 0.47 1.94 --- ---
Fidelity Advisor® Multi-Asset Income C FWBTX -3.41 -1.14 0.23 1.13 --- ---
Aberdeen Diversified Income Instl Svc GAMSX -2.02 0.00 1.27 8.05 4.35 5.00
GuideStone Funds Balanced Allc Instl GBAYX -2.39 0.66 1.58 9.84 --- ---
GuideStone Funds Balanced Allc Inv GGIZX -2.31 0.66 1.59 9.68 4.56 5.40
Goldman Sachs Income Builder Inv GKIRX -2.43 -0.63 0.68 4.68 3.69 5.76
James Balanced: Golden Rainbow R GLRBX -3.02 -1.33 -0.09 2.46 1.89 4.80
James Balanced: Golden Rainbow Instl GLRIX -3.05 -1.30 -0.02 2.71 2.13 5.05
Aberdeen Diversified Income A GMAAX -2.09 0.00 1.17 7.78 4.01 4.69
Aberdeen Diversified Income C GMACX -2.14 -0.08 0.99 7.02 3.32 3.95
Aberdeen Diversified Income I GMAIX -2.09 0.00 1.25 8.07 4.36 5.00
Nationwide Inv Dest Mod Cnsrv R6 GMIMX -1.99 0.29 1.41 7.66 4.79 5.62
Nationwide Inv Dest Mod Cnsrv R GMMRX -2.01 0.20 1.35 7.05 4.11 4.94
Aberdeen Diversified Income R GMRRX -2.03 -0.08 1.15 7.55 3.72 4.32
Goldman Sachs Income Builder C GSBCX -2.52 -0.74 0.44 3.66 2.65 4.71
Goldman Sachs Income Builder A GSBFX -2.45 -0.66 0.63 4.40 3.43 5.50
Goldman Sachs Income Builder Instl GSBIX -2.41 -0.57 0.71 4.86 3.84 5.93
Goldman Sachs Income Builder R6 GSBUX -2.45 -0.61 0.67 4.82 --- ---
Guggenheim Diversified Income A GUDAX -1.94 -1.15 -0.58 3.40 --- ---
Guggenheim Diversified Income C GUDCX -2.04 -1.28 -0.77 2.64 --- ---
Guggenheim Diversified Income Instl GUDIX -1.95 -1.12 -0.52 3.65 --- ---
Guggenheim Diversified Income P GUDPX -1.97 -1.14 -0.58 3.39 --- ---
Hartford Balanced Income A HBLAX -3.03 -1.44 0.56 7.18 6.37 7.31
Hartford Balanced Income C HBLCX -3.14 -1.60 0.31 6.37 5.58 6.51
Hartford Balanced Income F HBLFX -3.03 -1.44 0.57 --- --- ---
Hartford Balanced Income I HBLIX -3.09 -1.44 0.55 7.43 6.61 7.57
Hartford Balanced Income R3 HBLRX -3.09 -1.50 0.41 6.83 6.04 6.99
Hartford Balanced Income R4 HBLSX -3.08 -1.50 0.48 7.13 6.35 7.31
Hartford Balanced Income R5 HBLTX -3.08 -1.43 0.54 7.39 6.60 7.58
Hartford Balanced Income R6 HBLVX -3.06 -1.42 0.63 7.60 6.70 ---
Hartford Balanced Income Y HBLYX -3.06 -1.42 0.61 7.49 6.69 7.66
Hartford Conservative Allocation A HCVAX -1.69 0.29 1.17 7.42 3.10 2.20
Hartford Conservative Allocation C HCVCX -1.80 0.19 0.98 6.59 2.32 1.44
Hartford Conservative Allocation F HCVFX -1.78 0.29 1.24 --- --- ---
Hartford Conservative Allocation I HCVIX -1.78 0.29 1.18 7.73 3.37 2.48
Hartford Conservative Allocation R3 HCVRX -1.69 0.29 1.15 7.20 2.84 1.92
Hartford Conservative Allocation R4 HCVSX -1.78 0.29 1.16 7.40 3.12 2.21
Hartford Conservative Allocation R5 HCVTX -1.69 0.38 1.34 7.78 3.45 2.52
Thrivent Balanced Income Plus S IBBFX -1.91 0.83 2.11 8.97 5.25 7.99
Transamerica Asset Allocation Cnsrv A ICLAX -1.85 0.27 1.12 7.08 4.26 5.15
Transamerica Asset Allocation Cnsrv B ICLBX -1.95 0.09 0.86 6.04 3.35 4.30
Transamerica Asset Allocation Cnsrv C ICLLX -1.95 0.09 0.93 6.21 3.47 4.39
Transamerica Asset Allocation Cnsrv R ICVRX -1.83 0.18 1.04 6.72 3.85 4.79
Invesco Income Allocation R6 IIASX -2.52 -1.82 -0.85 --- --- ---
Invesco Income Allocation R5 ILAAX -2.52 -1.82 -0.85 3.49 4.27 5.63
Ivy Apollo Multi-Asset Income A IMAAX -2.21 0.36 1.34 8.69 --- ---
Ivy Apollo Multi-Asset Income C IMACX -2.30 0.18 1.12 7.81 --- ---
Ivy Apollo Multi-Asset Income I IMAIX -2.21 0.36 1.41 8.91 --- ---
Ivy Apollo Multi-Asset Income Y IMAYX -2.21 0.36 1.35 8.76 --- ---
Transamerica Asset Allocation Mod R IMDRX -2.26 0.75 2.01 9.19 5.01 6.44
Transamerica Asset Allocation Mod A IMOAX -2.25 0.83 2.02 9.41 5.28 6.68
Transamerica Asset Allocation Mod B IMOBX -2.34 0.64 1.76 8.41 4.39 5.82
Transamerica Asset Allocation Mod C IMOLX -2.25 0.66 1.81 8.61 4.49 5.92
Ivy Apollo Multi-Asset Income N IMURX -2.20 0.45 1.42 9.17 --- ---
Voya Retirement Moderate Port I IRMIX -2.45 0.17 1.36 8.79 4.83 6.08
Voya Retirement Moderate Port A IRMPX -2.56 0.08 1.29 8.38 4.47 5.71
Voya Strategic Allocation Cnsrv Port I ISAIX -2.17 0.22 1.50 7.60 4.40 6.42
Voya Strategic Allocation Cnsrv Port S ISCVX -2.12 0.22 1.44 7.32 4.14 6.15
Lord Abbett Multi-Asset Income A ISFAX -2.27 0.94 1.53 7.16 4.51 5.37
Lord Abbett Multi-Asset Income B ISFBX -2.34 0.81 1.36 6.36 3.70 4.57
Lord Abbett Multi-Asset Income C ISFCX -2.37 0.86 1.38 6.32 3.71 4.58
Lord Abbett Multi-Asset Income F3 ISFOX -2.26 0.97 1.61 --- --- ---
Lord Abbett Multi-Asset Income T ISFTX -2.33 0.94 1.53 --- --- ---
Lord Abbett Multi-Asset Income I ISFYX -2.32 0.97 1.60 7.33 4.75 5.61
Voya Solution Moderately Cnsrv Port A ISPGX -2.15 0.30 1.42 7.28 4.20 5.51
Voya Solution Moderately Cnsrv Port I ISPRX -2.06 0.29 1.55 7.81 4.73 6.02
Voya Solution Moderately Cnsrv Port S ISPSX -2.11 0.29 1.49 7.65 4.47 5.78
Voya Solution Moderately Cnsrv Port S2 ISPTX -2.13 0.20 1.41 7.33 4.28 5.62
JHancock Multimanager Lifestyle Mod A JALMX -1.98 0.14 0.89 7.57 4.38 5.30
JHancock Multimanager Lifestyle Mod B JBLMX -2.06 0.00 0.64 6.82 3.63 4.53
JHancock Multimanager Lifestyle Mod C JCLMX -2.05 0.07 0.71 6.81 3.65 4.55
Prudential Conservative Allocation B JDABX -2.12 0.00 1.25 7.57 3.42 4.35
Prudential Conservative Allocation C JDACX -2.04 0.00 1.25 7.65 3.44 4.36
Prudential Conservative Allocation Q JDAQX -2.03 0.15 --- --- --- ---
Prudential Conservative Allocation R JDARX -1.95 0.15 1.43 8.19 3.95 4.89
Prudential Conservative Allocation Z JDAZX -1.95 0.15 1.54 8.72 4.47 5.41
Prudential Conservative Allocation A JDUAX -1.96 0.15 1.49 8.49 4.23 5.16
JPMorgan Investor Conservative Growth R6 JFLJX -1.63 0.21 1.03 --- --- ---
JHancock Multimanager Lifestyle Mod 5 JHLMX -1.99 0.22 1.00 8.03 4.82 5.75
JPMorgan Income Builder T JIBTX -2.34 -0.06 1.58 --- --- ---
JPMorgan Investor Conservative Growth T JICTX -1.75 0.10 0.84 --- --- ---
JHancock Multimanager Lifestyle Mod 1 JILMX -1.99 0.15 0.92 7.89 4.77 5.67
JHancock Multi-Index Lifestyle Mod 1 JLMOX -2.22 -0.36 0.64 6.51 4.29 ---
JHancock Multi-Index Lifestyle Mod R6 JLMRX -2.22 -0.36 0.55 6.55 4.32 ---
JPMorgan Income Builder A JNBAX -2.43 -0.16 1.50 8.44 4.94 5.72
JPMorgan Income Builder C JNBCX -2.47 -0.20 1.38 7.93 4.41 5.20
JPMorgan Income Builder I JNBSX -2.41 -0.05 1.54 8.60 5.11 5.89
JPMorgan Income Builder R6 JNBZX -2.40 -0.04 1.56 --- --- ---
JHancock Multimanager Lifestyle Mod R1 JPLMX -2.06 0.07 0.81 7.23 4.04 4.89
JHancock Multimanager Lifestyle Mod R2 JQLMX -2.06 0.07 0.80 7.41 4.26 5.17
JHancock Multimanager Lifestyle Mod R3 JRLMX -2.06 0.07 0.76 7.24 4.11 4.97
JHancock Multimanager Lifestyle Mod R4 JSLMX -1.99 0.15 0.94 7.76 4.56 5.41
JHancock Multimanager Lifestyle Mod R5 JTLMX -1.99 0.15 0.92 7.88 4.74 5.61
JHancock Multimanager Lifestyle Mod I JTMIX -1.99 0.15 0.97 7.92 --- ---
JHancock Multimanager Lifestyle Mod R6 JULMX -1.99 0.15 0.93 7.96 4.80 5.72
Lord Abbett Multi-Asset Income F LIGFX -2.32 0.88 1.57 7.25 4.64 5.51
Lord Abbett Multi-Asset Income R2 LIGQX -2.37 0.88 1.40 6.72 4.13 4.99
Lord Abbett Multi-Asset Income R3 LIXRX -2.36 0.85 1.47 6.83 4.23 5.10
Lord Abbett Multi-Asset Income R4 LIXSX -2.33 0.87 1.47 7.06 --- ---
Lord Abbett Multi-Asset Income R5 LIXTX -2.26 0.97 1.60 7.40 --- ---
Lord Abbett Multi-Asset Income R6 LIXVX -2.26 0.97 1.61 7.49 --- ---
QS Defensive Growth I LMGIX -1.85 -0.08 0.98 6.93 4.58 5.23
QS Defensive Growth R LMLRX -1.93 -0.15 0.85 6.35 4.02 ---
Ladenburg Income & Growth A LNOAX -1.95 0.27 1.39 6.89 --- ---
Ladenburg Income & Growth C LNOCX -2.04 0.18 1.20 6.03 --- ---
Ladenburg Income & Growth I LNOIX -1.85 0.36 1.52 7.31 --- ---
QS Defensive Growth C LWLAX -1.93 -0.15 0.75 5.92 3.56 4.21
MFS® Conservative Allocation B MACBX -1.65 0.26 1.10 7.33 3.74 4.40
MFS® Conservative Allocation A MACFX -1.58 0.39 1.31 8.18 4.53 5.19
MFS® Conservative Allocation I MACIX -1.57 0.45 1.38 8.37 4.80 5.45
MFS® Conservative Allocation R4 MACJX -1.58 0.45 1.39 8.44 4.79 5.45
MFS® Conservative Allocation R1 MACKX -1.70 0.27 1.08 7.30 3.73 4.41
MFS® Conservative Allocation R3 MACNX -1.59 0.39 1.32 8.10 4.52 5.19
MFS® Conservative Allocation C MACVX -1.67 0.26 1.18 7.34 3.75 4.40
MFS® Conservative Allocation R2 MCARX -1.63 0.33 1.21 7.86 4.26 4.93
MainStay Conservative Allocation A MCKAX -2.46 -0.16 0.84 7.01 3.95 5.60
MainStay Conservative Allocation B MCKBX -2.55 -0.33 0.60 5.96 3.02 4.66
MainStay Conservative Allocation C MCKCX -2.63 -0.33 0.52 5.97 3.00 4.64
MainStay Conservative Allocation I MCKIX -2.44 -0.08 0.90 7.30 4.23 5.87
MainStay Conservative Allocation Inv MCKNX -2.46 -0.24 0.80 6.83 3.79 5.44
MainStay Conservative Allocation R3 MCKRX -2.46 -0.24 0.71 6.61 --- ---
Madison Conservative Allocation A MCNAX -2.19 -0.46 0.54 6.57 3.56 4.71
Madison Conservative Allocation B MCNBX -2.35 -0.64 0.22 5.60 2.76 3.90
Madison Conservative Allocation C MCOCX -2.35 -0.64 0.31 5.69 2.77 3.92
Praxis Genesis Conservative A MCONX -1.91 -0.57 0.16 5.45 3.23 4.32
Invesco Multi-Asset Inflation A MIZAX -3.79 -1.19 0.84 2.60 0.43 ---
Invesco Multi-Asset Inflation C MIZCX -3.81 -1.20 0.71 1.93 -0.27 ---
Invesco Multi-Asset Inflation R5 MIZFX -3.77 -1.18 0.87 2.95 0.70 ---
Invesco Multi-Asset Inflation R MIZRX -3.79 -1.19 0.84 2.50 0.22 ---
Invesco Multi-Asset Inflation R6 MIZSX -3.77 -1.18 0.87 2.95 0.70 ---
Invesco Multi-Asset Inflation Y MIZYX -3.77 -1.18 0.86 2.95 0.70 ---
Manning & Napier Pro-Blend Cnsrv Term R2 MNCCX -1.88 -0.80 -0.22 3.96 1.67 2.87
Manning & Napier Pro-Blend Cnsrv Term I MNCIX -1.81 -0.67 0.06 4.93 2.68 3.89
Manning & Napier Pro-Blend Cnsrv Term R MNCRX -1.79 -0.60 -0.02 4.60 2.22 3.42
Manning & Napier Pro-Blend Mod Term R2 MNMCX -2.03 -0.10 0.52 5.82 1.87 3.70
Manning & Napier Pro-Blend Mod Term I MNMIX -1.96 0.10 0.76 6.91 2.91 4.75
Manning & Napier Pro-Blend Mod Term R MNMRX -2.04 -0.09 0.58 6.39 2.36 4.21
AB All Market Income A MRKAX -3.41 -1.64 -0.59 5.52 5.41 ---
AB All Market Income C MRKCX -3.45 -1.73 -0.65 4.80 4.68 ---
AB All Market Income Advisor MRKYX -3.38 -1.59 -0.42 5.86 5.71 ---
Manning & Napier Strategic Inc Modrt I MSMAX -2.79 -0.98 1.01 6.67 5.31 6.52
Manning & Napier Strategic Inc Modrt S MSMSX -2.87 -1.06 0.84 6.31 5.05 6.25
Great-West Moderately Cnsrv Pfl Inv MXDPX -2.09 0.11 1.20 7.28 4.79 6.24
Great-West Moderately Cnsrv Pfl L MXHPX -2.18 0.10 1.05 6.89 4.48 5.96
Great-West Moderately Cnsrv Pfl Instl MXJUX -2.12 0.20 1.21 7.57 --- ---
American Funds Retire Inc Port-Cnsrv A NAARX -2.14 -0.63 0.37 5.65 --- ---
Nationwide Inv Dest Mod Cnsrv A NADCX -2.01 0.29 1.43 7.39 4.44 5.26
Neuberger Berman Multi-Asset Inc A NANAX -2.45 -0.49 0.65 7.13 --- ---
Neuberger Berman Multi-Asset Inc C NANCX -2.52 -0.61 0.45 6.33 --- ---
Neuberger Berman Multi-Asset Inc Instl NANIX -2.42 -0.44 0.74 7.53 --- ---
New Covenant Balanced Income NCBIX -1.85 0.05 1.01 6.19 3.77 5.01
Nationwide Inv Dest Mod Cnsrv C NCDCX -2.02 0.10 1.25 6.61 3.66 4.51
American Funds Retire Inc Port-Cnsrv C NGCRX -2.24 -0.73 0.19 4.87 --- ---
Columbia Capital Alloc Mod Cnsrv C NIICX -2.22 -0.09 1.12 7.40 3.50 4.67
Columbia Capital Alloc Mod Cnsrv Inst NIPAX -2.13 0.09 1.28 8.48 4.52 5.70
Columbia Capital Alloc Mod Cnsrv A NLGAX -2.19 0.00 1.20 8.19 4.26 5.43
Nuveen Multi-Asset Income A NMKAX -2.49 0.19 2.09 7.91 --- ---
Nuveen Multi-Asset Income C NMKCX -2.55 0.13 1.91 7.07 --- ---
Nuveen Multi-Asset Income I NMKIX -2.47 0.21 2.20 8.15 --- ---
Nuveen Multi-Asset Income R6 NMKRX -2.47 0.21 2.20 8.15 --- ---
Nuveen Multi-Asset Income Tax-Aware A NMXAX -2.41 0.13 2.10 8.91 --- ---
Nuveen Multi-Asset Income Tax-Aware C NMXCX -2.43 0.12 1.92 8.16 --- ---
Nuveen Multi-Asset Income Tax-Aware I NMXIX -2.39 0.20 2.16 9.22 --- ---
Nuveen Multi-Asset Income Tax-Aware R6 NMXRX -2.35 0.20 2.16 9.22 --- ---
Neuberger Berman Multi-Asset Inc R6 NRANX -2.42 -0.43 0.76 7.60 --- ---
Nationwide Inv Dest Mod Cnsrv Svc NSDCX -2.00 0.19 1.41 7.27 4.38 5.20
Wells Fargo Moderate Balanced Admin NVMBX -1.88 0.48 1.41 7.83 4.90 6.78
Nationwide Inv Dest Mod Cnsrv Instl Svc NWWKX -2.00 0.29 1.49 7.61 4.67 ---
Oppenheimer Conservative Inv A OACIX -2.06 0.00 1.00 6.19 3.39 4.16
Oppenheimer Conservative Inv B OBCIX -2.13 -0.10 0.76 5.36 2.62 3.38
Oppenheimer Conservative Inv C OCCIX -2.08 -0.11 0.88 5.45 2.66 3.39
JPMorgan Investor Conservative Growth C OCGCX -1.80 0.05 0.71 5.94 3.21 4.46
Oppenheimer Capital Income I OCIIX -1.92 -0.20 1.06 4.67 4.13 ---
Oppenheimer Capital Income R OCINX -1.95 -0.30 0.89 3.96 3.43 4.66
Oppenheimer Capital Income Y OCIYX -1.92 -0.20 1.00 4.48 3.93 5.19
JPMorgan Investor Conservative Growth A OICAX -1.75 0.10 0.86 6.53 3.79 5.02
JPMorgan Investor Conservative Growth I ONCFX -1.71 0.12 0.99 6.84 4.08 5.29
Oppenheimer Conservative Inv R ONCIX -2.06 0.00 0.98 5.96 3.17 3.91
Oppenheimer Capital Income B OPEBX -1.96 -0.40 0.76 3.44 2.90 4.07
Oppenheimer Capital Income C OPECX -1.98 -0.40 0.65 3.36 2.89 4.12
Oppenheimer Capital Income A OPPEX -1.92 -0.20 0.94 4.22 3.72 4.95
Oppenheimer Conservative Inv Y OYCIX -2.05 0.00 1.06 6.44 3.67 4.42
Pacific Advisors Income & Equity A PADIX -1.95 0.31 2.62 4.48 3.19 5.01
T. Rowe Price Retirement Balanced Adv PARIX -1.78 0.42 1.33 7.35 4.55 5.15
Principal SAM Conservative Bal R5 PCBFX -2.18 -0.08 0.92 7.34 4.43 5.88
Principal SAM Conservative Bal J PCBJX -2.19 -0.08 0.95 7.47 4.51 5.90
Principal SAM Conservative Bal R4 PCBLX -2.18 -0.08 0.89 7.31 4.31 5.76
Principal SAM Conservative Bal R3 PCBPX -2.27 -0.17 0.84 7.03 4.11 5.54
Principal SAM Conservative Bal Inst PCCIX -2.18 -0.08 0.98 7.61 4.69 6.14
Principal SAM Conservative Bal R2 PCNSX -2.17 -0.08 0.88 6.93 3.94 5.39
Principal SAM Conservative Bal R1 PCSSX -2.27 -0.17 0.75 6.72 3.80 5.22
Putnam Dynamic Risk Allocation B PDRBX -3.29 -1.15 0.29 7.29 2.73 3.07
Putnam Dynamic Risk Allocation A PDREX -3.16 -1.05 0.55 8.19 3.51 3.84
Putnam Dynamic Risk Allocation C PDRFX -3.20 -1.15 0.32 7.41 2.74 3.07
Putnam Dynamic Risk Allocation R6 PDRGX -3.08 -0.88 0.67 8.63 3.91 4.22
Putnam Dynamic Risk Allocation R PDRRX -3.25 -1.05 0.38 7.85 3.22 3.56
Putnam Dynamic Risk Allocation M PDRTX -3.16 -1.05 0.36 7.62 3.01 3.32
Putnam Dynamic Risk Allocation Y PDRYX -3.15 -0.96 0.63 8.46 3.79 4.12
Principal Global Div Inc A PGBAX -2.25 -0.60 0.37 5.93 4.66 5.06
Principal Global Div Inc R-6 PGBLX -2.21 -0.62 0.41 --- --- ---
Principal Global Div Inc C PGDCX -2.32 -0.72 0.12 5.09 3.86 4.26
Principal Global Div Inc Instl PGDIX -2.21 -0.62 0.40 6.13 4.97 5.37
Principal Global Div Inc T PGKTX -2.24 -0.60 0.35 --- --- ---
Pacific Advisors Income & Equity C PIECX -1.90 0.32 2.48 3.76 2.45 4.24
Pioneer Multi-Asset Income C PMACX -1.28 1.15 2.73 12.18 6.45 6.68
Pioneer Multi-Asset Income A PMAIX -1.13 1.27 2.93 13.14 7.34 7.56
Pacific Funds Port Optim Mod-Cnsrv Adv PMCDX -2.15 0.24 1.19 7.90 4.80 5.20
Pioneer Multi-Asset Income K PMFKX 0.46 2.97 4.68 15.25 8.63 ---
Pioneer Multi-Asset Income R PMFRX -1.33 1.11 2.63 12.39 6.92 ---
Pioneer Multi-Asset Income Y PMFYX -1.11 1.30 2.99 13.27 7.55 7.76
Pacific Funds Port Optim Mod-Cnsrv A POBAX -2.16 0.24 1.16 7.72 4.56 4.99
Pacific Funds Port Optim Mod-Cnsrv B POBBX -2.27 0.08 0.97 6.87 3.78 4.22
Pacific Funds Port Optim Mod-Cnsrv C POBCX -2.27 0.08 0.91 6.80 3.75 4.21
Pacific Funds Port Optim Mod-Cnsrv R POBRX -2.17 0.16 1.06 7.39 4.28 4.73
T. Rowe Price Personal Strat Inc I PPIPX -1.40 1.18 1.85 10.50 --- ---
Permanent Portfolio Permanent A PRPDX -2.56 -0.19 1.51 6.63 --- ---
Permanent Portfolio Permanent I PRPFX -2.54 -0.15 1.58 6.93 3.92 2.23
Permanent Portfolio Permanent C PRPHX -2.63 -0.32 1.30 5.84 --- ---
T. Rowe Price Personal Strat Inc PRSIX -1.45 1.18 1.79 10.38 5.83 6.82
QCI Balanced Institutional QCIBX -2.80 0.33 2.31 8.53 4.91 ---
Oppenheimer Global Multi-Asset Income A QMAAX -2.98 -0.08 1.54 3.67 3.25 ---
Oppenheimer Global Multi-Asset Income C QMACX -3.14 -0.35 1.24 2.67 2.40 ---
Oppenheimer Global Multi-Asset Income I QMAIX -2.96 -0.17 1.59 3.80 3.48 ---
Oppenheimer Global Multi-Asset Income R QMARX -3.00 -0.20 1.46 3.24 2.91 ---
Oppenheimer Global Multi-Asset Income Y QMAYX -2.96 -0.06 1.59 3.86 3.41 ---
American Funds Retire Inc Port-Cnsrv R1 RARPX -2.23 -0.72 0.20 4.78 --- ---
RiverFront Conservative Inc Builder Inv RCABX -2.02 0.00 0.95 6.07 3.51 4.39
RiverFront Conservative Inc Builder C RCCBX -2.14 -0.18 0.74 5.20 2.70 3.61
RiverFront Conservative Inc Builder I RCIBX -1.97 0.09 1.00 6.33 3.76 4.65
American Funds Retire Inc Port-Cnsrv R2 RDRPX -2.23 -0.72 0.21 5.09 --- ---
American Funds Retire Inc Port-Cnsrv R2E RGRPX -2.14 -0.63 0.47 5.89 --- ---
Russell Inv Multi-Strategy Income T RGYAX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income M RGYTX -1.63 0.89 1.76 --- --- ---
American Funds Retire Inc Port-Cnsrv R3 RJRPX -2.14 -0.63 0.37 5.30 --- ---
Invesco Income Allocation R RLIAX -2.56 -1.81 -0.98 2.97 3.78 5.12
Rareview Longevity Inc Generation Retl RLIGX -3.54 -2.08 0.51 3.94 --- ---
Russell Inv Lifepoints Moderate Strat A RMLAX -2.16 -0.10 0.17 5.85 3.96 4.59
Russell Inv Lifepoints Moderate Strat C RMLCX -2.19 -0.19 -0.02 5.19 3.23 3.83
Russell Inv Lifepoints Moderate Strat E RMLEX -2.16 -0.10 0.15 5.86 3.92 4.57
Russell Inv Lifepoints Moderate Strat R1 RMLRX -2.15 0.00 0.24 6.21 4.25 4.92
Russell Inv Lifepoints Moderate Strat S RMLSX -2.15 -0.10 0.21 6.16 4.17 4.82
Russell Inv Lifepoints Moderate Strat R4 RMLUX -2.16 -0.10 0.17 5.93 3.98 4.66
Russell Inv Lifepoints Moderate Strat R5 RMLVX -2.24 -0.19 0.10 5.60 3.71 4.39
American Funds Retire Inc Port-Cnsrv R4 RMRPX -2.05 -0.63 0.46 5.70 --- ---
Russell Inv Multi-Strategy Income A RMYAX -1.63 0.79 1.66 7.28 --- ---
Russell Inv Multi-Strategy Income C RMYCX -1.64 0.79 1.58 6.52 --- ---
Russell Inv Multi-Strategy Income E RMYEX -1.52 0.88 1.73 7.29 --- ---
Russell Inv Multi-Strategy Income S RMYSX -1.63 0.88 1.82 7.55 --- ---
Russell Inv Multi-Strategy Income Y RMYYX -1.53 0.88 1.87 7.73 --- ---
RESQ Strategic Income A RQIAX -1.50 -1.29 -1.15 -1.47 -2.16 ---
RESQ Strategic Income C RQICX -1.57 -1.46 -1.36 -2.28 -2.78 ---
RESQ Strategic Income I RQIIX -1.46 -1.26 -1.05 -1.08 -1.76 ---
American Funds Retire Inc Port-Cnsrv R5 RQRPX -2.05 -0.54 0.54 5.95 --- ---
American Funds Retire Inc Port-Cnsrv R5E RROPX -2.14 -0.63 0.41 5.86 --- ---
T. Rowe Price Retirement Balanced R RRTIX -1.81 0.39 1.26 7.09 4.29 4.89
American Funds Retire Inc Port-Cnsrv R6 RTRPX -2.14 -0.63 0.45 5.92 --- ---
Rareview Longevity Inc Generation Instl RVIGX -3.54 -1.99 0.65 4.25 --- ---
Spirit of America Income & Opp C SACOX -3.87 -3.96 -3.36 0.66 --- ---
Principal SAM Conservative Bal A SAIPX -2.16 -0.08 0.89 7.37 4.38 5.83
QS Defensive Growth C1 SBCLX -1.88 -0.15 0.78 6.14 3.79 4.45
QS Defensive Growth A SBCPX -1.85 -0.08 0.92 6.70 4.29 4.99
Virtus Conservative Allc Strat C SCCLX -1.68 -0.26 0.48 5.39 2.28 3.89
Virtus Conservative Allc Strat I SCCTX -1.58 -0.08 0.80 6.45 3.31 4.94
Principal SAM Conservative Bal C SCIPX -2.26 -0.17 0.71 6.56 3.59 5.02
SEI Core Market Strategy I (SAAT) SCMSX -2.65 -0.23 0.94 7.93 4.71 5.19
SEI Market Growth Strategy I (SAAT) SMGSX -3.04 0.15 1.66 10.23 4.86 5.78
SEI Market Growth Strategy D (SAAT) SMKDX -3.08 0.15 1.52 9.72 4.34 5.24
SEI Moderate Strategy F (SAAT) SMOAX -2.27 -0.66 0.45 4.99 3.73 4.44
SEI Moderate Strategy D (SAAT) SMSDX -2.35 -0.82 0.19 4.20 2.96 3.59
SEI Moderate Strategy I (SAAT) SMSIX -2.29 -0.80 0.29 4.67 3.45 4.17
Spirit of America Income & Opp A SOAOX -3.91 -3.99 -3.30 1.30 1.37 ---
SEI Core Market Strategy F (SAAT) SOKAX -2.71 -0.25 0.91 8.08 4.26 5.02
Deutsche Multi-Asset Conservative Allc S SPBAX -2.38 -0.08 0.88 7.55 3.53 5.11
Deutsche Multi-Asset Conservative Allc A SPDAX -2.45 -0.15 0.82 7.27 3.27 4.84
Deutsche Multi-Asset Conservative Allc C SPDCX -2.52 -0.30 0.55 6.48 2.50 4.06
SEI Market Growth Strategy F (SAAT) SRWAX -3.07 0.23 1.70 10.43 5.11 6.04
Virtus Conservative Allc Strat A SVCAX -1.66 -0.17 0.67 6.11 2.99 4.61
Schwab MarketTrack Conservative SWCGX -2.26 -0.44 0.62 6.41 4.10 5.41
Schwab® Monthly Income Mod Payout SWJRX -2.53 -0.71 0.74 6.92 3.96 5.45
Schwab® Monthly Income Enh Payout SWKRX -2.12 -1.11 -0.17 4.75 2.94 4.13
Transamerica Asset Allocation Cnsrv I TACIX -1.84 0.27 1.17 7.28 4.48 5.40
Transamerica Asset Allocation Cnsrv T1 TACQX -1.84 0.27 1.14 --- --- ---
Transamerica Asset Allocation Cnsrv Adv TACVX -1.84 0.27 1.15 --- --- ---
American Funds Tax-Advtg Gr & Inc A TAIAX -1.79 0.66 2.60 11.58 6.39 7.89
American Funds Tax-Advtg Gr & Inc C TAICX -1.81 0.59 2.48 10.81 5.66 7.12
American Funds Tax-Advtg Gr & Inc F-1 TAIFX -1.79 0.66 2.61 11.54 6.39 7.90
Transamerica Strategic High Income A TASHX -2.09 0.81 2.94 10.43 6.42 ---
Transamerica Strategic High Income Adv TASKX -2.00 0.89 3.04 10.91 --- ---
Touchstone Dynamic Diversified Income A TBAAX -2.58 0.08 1.39 5.17 3.89 5.67
Touchstone Dynamic Diversified Income C TBACX -2.64 0.00 1.26 4.39 3.10 4.87
Touchstone Dynamic Diversified Income Y TBAYX -2.57 0.08 1.45 5.42 4.14 5.94
Thrivent Moderately Cnsrv Allocation A TCAAX -2.14 -0.32 0.83 6.18 4.18 5.30
Thrivent Moderately Cnsrv Allocation S TCAIX -2.22 -0.32 0.81 6.36 4.46 5.61
Timothy Plan Conservative Growth A TCGAX -2.34 -0.09 0.68 5.67 2.49 3.56
Transamerica Strategic High Income C TCSHX -2.10 0.72 2.77 9.65 5.62 ---
TIAA-CREF Lifestyle Conservative Instl TCSIX -1.78 0.71 1.63 9.61 5.41 6.29
Transamerica Strategic High Income T1 TCSWX -1.99 0.80 2.97 --- --- ---
Timothy Plan Conservative Growth C TCVCX -2.47 -0.30 0.44 4.79 1.70 2.78
Timothy Plan Growth & Income C TGCIX -3.15 -1.28 -0.45 2.13 0.06 ---
Timothy Plan Growth & Income A TGIAX -3.15 -1.25 -0.35 2.88 0.80 ---
TCW Conservative Allocation I TGPCX -1.66 0.25 1.17 6.66 3.09 5.03
TCW Conservative Allocation N TGPNX -1.65 0.25 1.11 6.25 2.60 4.52
Thrivent Diversified Income Plus S THYFX -1.39 0.36 1.04 6.83 4.66 5.45
Timothy Plan Growth & Income I TIGIX -3.13 -1.24 -0.26 3.20 1.06 ---
TIAA-CREF Lifestyle Conservative Advisor TLSHX -1.78 0.63 1.55 9.59 --- ---
TIAA-CREF Lifestyle Conservative Premier TLSPX -1.78 0.71 1.59 9.44 5.27 6.12
Thrivent Multidimensional Income S TMLDX -1.57 -0.79 -0.22 --- --- ---
Transamerica Asset Allocation Mod I TMMIX -2.17 0.83 2.10 9.68 5.53 6.96
Transamerica Asset Allocation Mod T1 TMMTX -2.24 0.82 2.01 --- --- ---
Transamerica Asset Allocation Mod Adv TMMVX -12.92 -9.09 -9.34 --- --- ---
1290 DoubleLine Dynamic Allocation I TNVDX -2.09 0.75 2.15 7.25 --- ---
1290 DoubleLine Dynamic Allocation A TNXAX -2.09 0.65 2.08 6.99 --- ---
1290 DoubleLine Dynamic Allocation R TNYRX -2.09 0.65 2.01 6.74 --- ---
T. Rowe Price Retirement Balanced I TRPTX -1.64 0.50 1.47 7.86 --- ---
T. Rowe Price Retirement Balanced TRRIX -1.76 0.46 1.33 7.63 4.82 5.42
TIAA-CREF Lifestyle Conservative Retail TSCLX -1.78 0.64 1.57 9.34 5.14 6.00
TIAA-CREF Lifestyle Conservative Retire TSCTX -1.78 0.64 1.49 9.27 5.13 6.00
Transamerica Strategic High Income I TSHIX -2.01 0.81 3.01 10.83 6.70 ---
American Century Strat Allc: Cnsrv Inv TWSCX -2.02 0.69 1.77 8.27 4.30 5.74
American Funds Tax-Advtg Gr & Inc F-2 TXIFX -1.72 0.73 2.67 11.84 6.68 8.18
American Funds Tax-Advtg Gr & Inc F-3 TYIFX -1.72 0.74 2.70 11.96 --- ---
USAA Cornerstone Moderately Cnsrv UCMCX -2.48 -0.44 0.64 7.56 3.30 4.33
USAA Real Return Institutional UIRRX -2.14 -0.66 0.60 4.76 2.12 1.48
USAA Growth and Tax Strategy USBLX -2.12 0.56 2.63 10.56 6.62 8.22
USAA Cornerstone Moderate USBSX -2.79 -0.07 1.23 9.31 3.77 5.11
USAA Real Return USRRX -2.23 -0.76 0.50 4.66 2.02 1.34
VALIC Company II Cnsrv Gr Lifestyle VCGLX -2.66 -0.64 0.48 6.56 3.99 5.13
Vanguard Global Wellesley Income Inv VGWIX -2.25 -0.65 0.39 --- --- ---
Vanguard Global Wellesley Income Admiral VGYAX -2.23 -0.64 0.42 --- --- ---
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX -1.91 0.15 1.17 8.21 4.83 6.12
Vanguard Tax-Managed Balanced Adm VTMFX -1.96 0.75 2.48 9.89 6.50 8.36
Vanguard Wellesley® Income Admiral™ VWIAX -2.64 -1.59 0.00 6.30 5.58 6.54
Vanguard Wellesley® Income Inv VWINX -2.64 -1.63 -0.05 6.23 5.51 6.46
Voya Solution Moderately Cnsrv Port R6 VYRNX -2.16 0.29 1.56 7.76 --- ---
Weitz Balanced WBALX -1.64 1.55 2.31 8.81 4.57 5.97
Wells Fargo Moderate Balanced C WFBCX -1.93 0.36 1.16 6.75 3.87 5.73
Wells Fargo Moderate Balanced A WFMAX -1.85 0.44 1.34 7.54 4.65 6.52
InvestEd Income WICPX -1.46 -0.10 0.50 --- --- ---
Wells Fargo WealthBuilder Mod Bal C WMBFX -2.23 0.00 1.02 7.48 3.81 4.95
Wells Fargo WealthBuilder Mod Bal A WMBGX -2.19 0.09 1.21 8.28 --- ---
Content Partners