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

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Data through 4/18/2018. 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 0.07 -0.15 -1.60 6.32 3.76 5.01
Thrivent Balanced Income Plus A AABFX 0.34 1.25 -0.62 8.84 4.89 7.59
American Century Strat Allc: Cnsrv C AACCX -0.17 0.53 -1.21 6.80 3.26 4.53
American Century Strat Allc: Cnsrv R6 AACDX -0.19 0.85 -1.04 8.24 4.67 ---
American Century Strat Allc: Cnsrv R5 AACGX -0.22 0.82 -1.06 8.16 --- ---
American Century Strat Allc: Cnsrv R AACRX -0.17 0.87 -1.02 7.56 3.83 5.06
Thrivent Diversified Income Plus A AAHYX 0.31 0.74 -0.34 6.53 4.24 4.84
AB Conservative Wealth Strategy A ABPAX 0.41 0.08 -1.14 5.70 2.77 3.86
AB Conservative Wealth Strategy B ABPBX 0.40 -0.08 -1.35 4.92 2.01 3.09
AB Conservative Wealth Strategy C ABPCX 0.41 -0.08 -1.30 4.96 2.03 3.10
AB Conservative Wealth Strategy Advisor ABPYX 0.49 0.25 -1.05 6.02 3.07 4.15
Columbia Capital Allocation Mod A ABUAX -0.19 0.58 -1.86 11.02 5.82 7.19
American Century Strat Allc: Cnsrv A ACCAX -0.15 0.89 -0.99 7.65 4.06 5.33
American Century Strat Allc: Cnsrv I ACCIX -0.05 0.99 -0.90 8.23 4.58 5.82
Yorktown Multi-Asset Income C AFFCX -0.08 -0.63 -1.93 4.13 --- ---
Yorktown Multi-Asset Income L AFFIX -0.08 -0.63 -1.91 4.10 4.21 3.07
AB Tax-Managed All Market Income A AGIAX 0.55 -1.84 -2.60 5.04 2.70 4.36
AB Tax-Managed All Market Income B AGIBX 0.47 -2.07 -2.81 4.28 1.95 3.59
AB Tax-Managed All Market Income C AGICX 0.48 -2.01 -2.75 4.31 1.95 3.60
AB Tax-Managed All Market Income Adv AGIYX 0.57 -1.78 -2.53 5.34 2.96 4.63
AllianzGI Income & Growth P AIGPX -0.49 2.56 -0.81 12.16 6.88 8.47
AllianzGI Income & Growth R AIGRX -0.64 2.32 -1.00 11.53 6.34 7.91
Invesco Income Allocation A ALAAX 0.28 -1.67 -1.93 2.75 3.87 4.94
Invesco Income Allocation Y ALAYX 0.30 -1.61 -1.81 3.01 4.12 5.20
American Century Multi-Asset Income A AMJAX 0.20 -0.69 -1.93 4.28 4.36 ---
American Century Multi-Asset Income C AMJCX 0.14 -0.95 -2.10 3.52 3.55 ---
American Century Multi-Asset Income R5 AMJGX 0.23 -0.59 -1.83 4.83 --- ---
American Century Multi-Asset Income I AMJIX 0.23 -0.59 -1.84 4.74 4.79 ---
American Century Multi-Asset Income R6 AMJRX 0.24 -0.46 -1.80 5.00 4.98 ---
American Century Multi-Asset Income Inv AMJVX 0.22 -0.63 -1.88 4.65 4.59 ---
American Century Multi-Asset Income R AMJWX 0.18 -0.74 -1.99 4.13 4.10 ---
American Century Multi-Asset Income Y AMJYX 0.24 -0.55 -1.80 4.98 --- ---
Columbia Capital Allocation Mod C AMTCX -0.30 0.30 -2.07 10.08 5.04 6.38
American Century One Choice Cnsrv Inv AOCIX -0.05 1.03 -1.05 8.37 4.60 5.95
American Century One Choice Cnsrv R AORSX -0.10 0.84 -1.17 7.83 4.10 ---
Yorktown Multi-Asset Income Instl APIIX 0.09 -0.36 -1.61 5.22 5.27 4.12
Yorktown Multi-Asset Income A APIUX 0.06 -0.49 -1.80 4.64 4.74 3.60
AB Conservative Wealth Strategy R APPRX 0.41 0.00 -1.22 5.29 2.37 3.46
AB Conservative Wealth Strategy I APWIX 0.49 0.24 -1.04 5.98 3.00 4.10
AB Conservative Wealth Strategy K APWKX 0.50 0.08 -1.14 5.64 2.69 3.79
AllianzGI Income & Growth A AZNAX -0.61 2.38 -0.96 11.81 6.60 8.18
AllianzGI Income & Growth C AZNCX -0.63 2.21 -1.06 11.01 5.82 7.39
AllianzGI Income & Growth Institutional AZNIX -0.56 2.57 -0.79 12.24 6.98 8.58
BlackRock 40/60 Target Allocation Inv A BAMPX -0.25 0.00 -1.74 7.71 3.95 7.01
Sterling Capital Diversified Inc C BCCCX 0.60 -0.76 -1.94 2.40 2.07 3.98
Sterling Capital Diversified Inc A BCGAX 0.74 -0.48 -1.75 3.24 2.84 4.73
BlackRock 40/60 Target Allocation Inv C BCMPX -0.34 -0.26 -1.93 6.94 3.15 6.21
BlackRock 40/60 Target Allocation Instl BIMPX -0.17 0.08 -1.65 8.11 4.31 7.39
BlackRock 40/60 Target Allocation K BKMPX -0.25 0.08 -1.73 8.13 --- ---
BMO Moderate Allocation I BMBHX -0.10 0.10 -1.51 7.25 4.10 ---
BMO Moderate Allocation R3 BMBQX -0.20 -0.10 -1.71 6.66 3.56 ---
BMO Moderate Allocation R6 BMBTX -0.10 0.10 -1.52 7.36 4.25 ---
BMO Moderate Allocation Y BMBYX -0.10 0.10 -1.61 6.96 3.84 ---
Sterling Capital Diversified Inc Instl BMGTX 0.66 -0.51 -1.76 3.36 3.09 5.00
BlackRock 40/60 Target Allocation R BRMPX -0.34 -0.08 -1.83 7.57 3.76 6.85
Invesco Conservative Allocation A CAAMX 0.14 -0.20 -1.22 4.68 2.59 3.79
Invesco Conservative Allocation Y CAAYX 0.12 -0.14 -1.16 4.94 2.84 4.05
Invesco Conservative Allocation C CACMX 0.04 -0.40 -1.34 3.91 1.82 3.02
Calvert Conservative Allocation C CALCX -0.49 -0.08 -1.24 5.76 2.89 4.36
Federated Capital Income A CAPAX 0.14 0.58 -1.13 8.03 3.29 4.37
Federated Capital Income B CAPBX 0.07 0.27 -1.43 7.20 2.46 3.58
Federated Capital Income C CAPCX 0.07 0.39 -1.31 7.34 2.50 3.59
Federated Capital Income F CAPFX 0.26 0.70 -1.01 8.16 3.28 4.39
Federated Capital Income R CAPRX 0.12 0.53 -1.17 7.92 3.07 ---
Federated Capital Income Institutional CAPSX 0.16 0.64 -1.06 8.29 3.55 4.63
Cornerstone Advisors Real Assets Instl CAREX 3.50 0.54 -1.18 2.30 -2.07 -2.12
Columbia Capital Allocation Mod R CBMRX -0.26 0.43 -2.02 10.68 5.54 6.91
Columbia Capital Allocation Mod Inst CBMZX -0.22 0.64 -1.89 11.21 6.09 7.45
Calvert Conservative Allocation A CCLAX -0.36 0.17 -1.05 6.60 3.76 5.28
Calvert Conservative Allocation I CFAIX -0.30 0.34 -0.93 6.98 --- ---
Columbia Flexible Capital Income Adv CFCRX 0.41 1.41 -0.86 11.57 7.41 8.28
Columbia Flexible Capital Income Inst3 CFCYX 0.44 1.44 -0.85 11.65 --- ---
Columbia Flexible Capital Income A CFIAX 0.43 1.28 -0.93 11.20 7.14 8.00
Columbia Flexible Capital Income C CFIGX 0.32 1.09 -1.05 10.44 6.31 7.19
Columbia Flexible Capital Income R CFIRX 0.37 1.21 -0.99 10.94 6.84 7.71
Columbia Flexible Capital Income T CFIWX 0.43 1.35 -0.85 11.30 7.14 8.01
Columbia Flexible Capital Income Inst CFIZX 0.42 1.42 -0.79 11.57 7.40 8.27
American Funds College 2024 529A CFTAX 0.00 -0.92 -1.67 3.97 3.19 5.77
Columbia Flexible Capital Income Inst2 CFXRX 0.42 1.41 -0.85 11.59 7.47 8.35
Columbia Capital Alloc Mod Cnsrv Adv CHWRX 0.08 0.08 -1.52 7.77 4.36 5.51
Columbia Multi-Asset Income C CLCNX -0.21 -0.70 -1.80 3.53 3.05 ---
AdvisorOne CLS Growth and Income N CLERX 0.61 1.06 -1.20 9.47 4.72 5.07
Invesco Income Allocation C CLIAX 0.22 -1.85 -2.06 1.99 3.08 4.15
Columbia Capital Alloc Mod Cnsrv R CLIRX -0.04 -0.13 -1.62 7.16 3.79 4.97
Columbia Multi-Asset Income A CLNAX -0.15 -0.42 -1.61 4.20 3.80 ---
Columbia Multi-Asset Income Adv CLNFX -0.13 -0.36 -1.55 4.46 4.07 ---
Columbia Multi-Asset Income Inst2 CLNVX -0.02 -0.35 -1.44 4.61 4.15 ---
Columbia Multi-Asset Income T CLNWX -0.15 -0.52 -1.61 4.20 3.80 ---
Columbia Multi-Asset Income Inst CLNZX -0.02 -0.35 -1.45 4.56 4.10 ---
Columbia Capital Alloc Mod Cnsrv Inst2 CLRRX 0.09 0.09 -1.51 7.81 4.41 5.57
Invesco Conservative Allocation R5 CMAIX 0.13 -0.13 -1.14 4.97 2.86 4.10
Invesco Conservative Allocation R CMARX 0.08 -0.27 -1.29 4.42 2.30 3.53
Invesco Conservative Allocation S CMASX 0.08 -0.18 -1.20 4.78 2.66 3.88
Columbia Multi-Asset Income Inst3 CMUYX -0.02 -0.33 -1.43 4.67 --- ---
Invesco Conservative Allocation R6 CNSSX 0.13 -0.04 -1.14 5.06 --- ---
Columbia Capital Allocation Mod Inst2 CPAMX -0.21 0.65 -1.82 11.28 6.12 ---
Columbia Capital Allocation Mod Adv CPCZX -0.22 0.65 -1.82 11.24 6.10 ---
Columbia Capital Alloc Mod Cnsrv Inst3 CPDGX 0.01 0.10 -1.52 7.87 4.45 ---
Columbia Capital Allocation Mod Inst3 CPDMX -0.20 0.67 -1.81 11.23 6.22 ---
American Funds College 2024 529C CTFCX -0.09 -1.19 -1.93 3.10 2.37 4.92
American Funds College 2024 529E CTFEX -0.08 -1.01 -1.84 3.69 2.91 5.48
American Funds College 2024 529F1 CTFFX 0.08 -0.84 -1.66 4.16 3.41 5.99
Delaware Foundation Cnsrv Allc A DFIAX -0.09 0.22 -1.20 7.33 3.50 4.72
Delaware Foundation Cnsrv Allc C DFICX -0.17 0.03 -1.39 6.62 2.75 3.95
Delaware Foundation Cnsrv Allc I DFIIX -0.02 0.39 -1.14 7.69 3.78 5.00
Delaware Foundation Cnsrv Allc R DFIRX -0.15 0.16 -1.27 7.07 3.28 4.46
MFS® Diversified Income A DIFAX 0.52 -1.98 -1.52 2.56 3.34 5.00
MFS® Diversified Income C DIFCX 0.45 -2.12 -1.62 1.88 2.60 4.21
MFS® Diversified Income R1 DIFDX 0.45 -2.13 -1.63 1.88 2.60 4.22
MFS® Diversified Income R2 DIFEX 0.49 -1.98 -1.50 2.39 3.11 4.73
MFS® Diversified Income R3 DIFFX 0.52 -1.90 -1.44 2.64 3.37 4.99
MFS® Diversified Income R4 DIFGX 0.45 -1.90 -1.45 2.82 3.60 5.24
MFS® Diversified Income R6 DIFHX 0.46 -1.88 -1.43 3.00 3.70 5.36
MFS® Diversified Income I DIFIX 0.54 -1.90 -1.45 2.90 3.60 5.24
Meeder Moderate Allocation Adviser DVOAX -0.59 0.09 -2.26 15.40 --- ---
Meeder Moderate Allocation Institutional DVOIX -0.51 0.17 -2.17 15.54 --- ---
MFS® Conservative Allocation 529B EBCAX 0.08 0.48 -0.83 6.78 3.50 4.24
MFS® Conservative Allocation 529C ECACX 0.02 0.42 -0.89 6.75 3.49 4.23
MFS® Conservative Allocation 529A ECLAX 0.13 0.65 -0.71 7.55 4.28 5.04
Manning & Napier Pro-Blend Mod Term S EXBAX -0.81 -0.15 -1.61 5.57 2.62 4.27
Manning & Napier Pro-Blend Cnsrv Term S EXDAX -0.51 -0.88 -1.67 3.85 2.41 3.40
American Funds Retire Inc Port-Cnsrv F1 FAFWX 0.18 -0.91 -1.79 4.57 --- ---
Fidelity Asset Manager® 50% FASMX -0.11 0.82 -1.23 10.01 5.50 7.25
Fidelity Advisor® Multi-Asset Income I FAYZX -0.72 -2.08 -3.63 1.85 --- ---
Fidelity Advisor® Multi-Asset Income M FAZYX -0.64 -2.15 -3.69 1.59 --- ---
First Investors Balanced Income A FBIJX -0.24 -2.24 -2.69 4.39 --- ---
First Investors Balanced Income Advisor FBIKX -0.23 -2.26 -2.63 4.67 --- ---
First Investors Balanced Income Instl FBILX -0.20 -1.14 -1.61 5.78 --- ---
Franklin Income C FCISX 0.82 -0.59 -2.57 4.61 3.53 5.11
American Funds Retire Inc Port-Cnsrv F2 FDFWX 0.24 -0.76 -1.74 4.82 --- ---
Fidelity Advisor Asset Manager® 50% A FFAMX -0.19 0.69 -1.32 9.63 5.15 6.91
Fidelity Asset Manager® 40% FFANX -0.06 0.45 -1.07 7.99 4.71 6.16
Fidelity Advisor Asset Manager® 50% C FFCMX -0.22 0.50 -1.46 8.88 4.39 6.11
Fidelity Advisor Asset Manager® 50% I FFIMX -0.12 0.82 -1.19 9.99 5.45 7.21
Fidelity Advisor Asset Manager® 40% A FFNAX -0.06 0.37 -1.07 7.75 4.42 5.86
Fidelity Advisor Asset Manager® 40% C FFNCX -0.14 0.11 -1.33 6.88 3.58 5.03
Fidelity Advisor Asset Manager® 40% I FFNIX -0.07 0.44 -1.08 7.96 4.67 6.12
Fidelity Advisor Asset Manager® 40% M FFNTX -0.12 0.30 -1.22 7.38 4.11 5.56
Fidelity Advisor Asset Manager® 50% M FFTMX -0.19 0.63 -1.37 9.38 4.91 6.64
American Funds Retire Inc Port-Cnsrv F3 FICWX 0.17 -0.83 -1.81 4.82 --- ---
Franklin Income R FISRX 0.42 -0.97 -2.61 4.49 3.67 5.16
Franklin Income A FKINX 0.44 -0.84 -2.88 4.78 3.97 5.53
Meeder Moderate Allocation Retail FLDOX -0.51 0.09 -2.26 15.05 --- ---
Federated Muni and Stock Advantage B FMNBX -0.05 0.36 -1.59 8.25 4.54 4.68
Fidelity Advisor® Multi-Asset Income FMSDX -0.72 --- --- --- --- ---
Federated Muni and Stock Advantage A FMUAX 0.09 0.62 -1.34 9.14 5.35 5.48
Federated Muni and Stock Advantage C FMUCX 0.02 0.36 -1.59 8.33 4.54 4.70
Federated Muni and Stock Advantage F FMUFX 0.01 0.54 -1.41 9.06 5.32 5.46
Federated Muni and Stock Advantage Instl FMUIX 0.04 0.61 -1.35 9.33 5.59 5.74
Franklin Income R6 FNCFX 0.90 -0.35 -2.44 5.47 4.37 ---
Franklin Income Adv FRIAX 0.46 -0.80 -2.87 4.96 4.15 5.64
Nuveen Strategy Conservative Allc A FSFIX 0.29 -0.34 -1.59 5.42 2.50 3.71
Nuveen Strategy Conservative Allc I FSFYX 0.31 -0.26 -1.61 5.61 2.74 3.97
Nuveen Strategy Conservative Allc C FSJCX 0.23 -0.56 -1.86 4.56 1.73 2.93
Nuveen Strategy Conservative Allc R3 FSJSX 0.27 -0.42 -1.66 5.15 2.26 3.46
Franklin Conservative Allocation C FTCCX -0.05 1.05 -0.92 7.16 2.88 4.08
Franklin Conservative Allocation A FTCIX 0.11 1.32 -0.69 8.05 3.66 4.87
Franklin Conservative Allocation R FTCRX -0.01 1.20 -0.81 7.75 3.38 4.60
Franklin Conservative Allocation Advisor FTCZX 0.09 1.37 -0.64 8.32 3.94 5.14
Fidelity Advisor® Multi-Asset Income A FWATX -0.64 -2.15 -3.69 1.59 --- ---
Fidelity Advisor® Multi-Asset Income C FWBTX -0.80 -2.43 -3.95 0.78 --- ---
Aberdeen Diversified Income Instl Svc GAMSX 0.11 -0.28 -1.69 7.01 4.06 4.67
GuideStone Funds Balanced Allc Instl GBAYX -0.16 0.82 -1.37 9.54 --- ---
GuideStone Funds Balanced Allc Inv GGIZX -0.24 0.74 -1.45 9.29 4.28 5.21
Goldman Sachs Income Builder Inv GKIRX 0.26 -0.44 -1.79 5.29 3.47 5.35
James Balanced: Golden Rainbow R GLRBX -0.11 -1.44 -2.65 3.94 1.61 4.52
James Balanced: Golden Rainbow Instl GLRIX -0.09 -1.34 -2.57 4.22 1.88 4.78
Aberdeen Diversified Income A GMAAX 0.28 -0.12 -1.60 6.92 3.83 4.40
Aberdeen Diversified Income C GMACX 0.20 -0.36 -1.80 6.14 3.10 3.66
Aberdeen Diversified Income I GMAIX 0.34 -0.06 -1.46 7.29 4.14 4.72
Nationwide Inv Dest Mod Cnsrv R6 GMIMX 0.10 0.51 -1.12 7.50 4.62 5.48
Nationwide Inv Dest Mod Cnsrv R GMMRX 0.00 0.25 -1.39 6.77 3.94 4.79
Aberdeen Diversified Income R GMRRX 0.24 -0.32 -1.65 6.70 3.50 4.01
Goldman Sachs Income Builder C GSBCX 0.19 -0.70 -2.05 4.25 2.44 4.30
Goldman Sachs Income Builder A GSBFX 0.24 -0.51 -1.84 5.03 3.21 5.09
Goldman Sachs Income Builder Instl GSBIX 0.27 -0.36 -1.75 5.47 3.62 5.52
Goldman Sachs Income Builder R6 GSBUX 0.27 -0.36 -1.75 5.48 --- ---
Guggenheim Diversified Income A GUDAX 0.23 -0.97 -1.40 2.86 --- ---
Guggenheim Diversified Income C GUDCX 0.15 -1.22 -1.62 2.06 --- ---
Guggenheim Diversified Income Instl GUDIX 0.25 -0.91 -1.34 3.10 --- ---
Guggenheim Diversified Income P GUDPX 0.23 -0.97 -1.40 2.85 --- ---
Hartford Balanced Income A HBLAX 0.02 -2.03 -3.16 6.31 5.78 6.75
Hartford Balanced Income C HBLCX -0.03 -2.31 -3.39 5.47 4.97 5.96
Hartford Balanced Income F HBLFX 0.10 -1.95 -3.08 6.72 --- ---
Hartford Balanced Income I HBLIX 0.02 -1.97 -3.10 6.56 6.04 7.02
Hartford Balanced Income R3 HBLRX 0.00 -2.11 -3.23 6.02 5.45 6.45
Hartford Balanced Income R4 HBLSX 0.01 -2.10 -3.23 6.25 5.75 6.75
Hartford Balanced Income R5 HBLTX 0.01 -1.97 -3.15 6.52 6.03 7.02
Hartford Balanced Income R6 HBLVX 0.10 -1.93 -3.05 6.73 6.14 ---
Hartford Balanced Income Y HBLYX 0.09 -1.94 -3.06 6.61 6.13 7.11
Hartford Conservative Allocation A HCVAX -0.10 0.29 -1.13 7.31 2.53 2.27
Hartford Conservative Allocation C HCVCX -0.19 0.10 -1.34 6.48 1.79 1.50
Hartford Conservative Allocation F HCVFX 0.00 0.38 -1.04 7.68 --- ---
Hartford Conservative Allocation I HCVIX 0.00 0.38 -1.13 7.62 2.83 2.55
Hartford Conservative Allocation R3 HCVRX -0.10 0.19 -1.23 7.00 2.28 1.96
Hartford Conservative Allocation R4 HCVSX 0.00 0.38 -1.13 7.39 2.62 2.29
Hartford Conservative Allocation R5 HCVTX -0.10 0.38 -1.13 7.67 2.88 2.58
Thrivent Balanced Income Plus S IBBFX 0.43 1.34 -0.54 9.21 5.25 7.99
Transamerica Asset Allocation Cnsrv A ICLAX -0.07 0.11 -1.40 6.35 3.86 4.89
Transamerica Asset Allocation Cnsrv B ICLBX -0.09 -0.18 -1.60 5.44 2.96 4.05
Transamerica Asset Allocation Cnsrv C ICLLX -0.08 -0.08 -1.51 5.67 3.11 4.15
Transamerica Asset Allocation Cnsrv R ICVRX -0.06 -0.06 -1.46 6.03 3.46 4.54
Invesco Income Allocation R6 IIASX 0.30 -1.52 -1.81 3.10 --- ---
Invesco Income Allocation R5 ILAAX 0.30 -1.52 -1.81 3.10 4.12 5.22
Ivy Apollo Multi-Asset Income A IMAAX 1.18 1.46 -0.35 9.67 --- ---
Ivy Apollo Multi-Asset Income C IMACX 1.18 1.27 -0.53 8.84 --- ---
Ivy Apollo Multi-Asset Income I IMAIX 1.18 1.52 -0.28 9.98 --- ---
Ivy Apollo Multi-Asset Income Y IMAYX 1.18 1.47 -0.34 9.74 --- ---
Transamerica Asset Allocation Mod R IMDRX -0.17 0.42 -1.71 8.46 4.62 6.15
Transamerica Asset Allocation Mod A IMOAX -0.08 0.58 -1.62 8.78 4.86 6.41
Transamerica Asset Allocation Mod B IMOBX -0.16 0.24 -1.81 7.81 3.98 5.54
Transamerica Asset Allocation Mod C IMOLX -0.25 0.25 -1.79 7.90 4.10 5.63
Ivy Apollo Multi-Asset Income N IMURX 1.27 1.68 -0.22 10.17 --- ---
Voya Retirement Moderate Port I IRMIX -0.17 0.17 -1.65 8.33 4.51 5.86
Voya Retirement Moderate Port A IRMPX -0.25 0.00 -1.83 7.92 4.14 5.50
Voya Strategic Allocation Cnsrv Port I ISAIX 0.00 0.15 -1.53 7.19 4.19 6.09
Voya Strategic Allocation Cnsrv Port S ISCVX -0.07 0.07 -1.54 6.91 3.93 5.82
Lord Abbett Multi-Asset Income A ISFAX -0.57 1.17 -1.02 7.44 4.14 5.22
Lord Abbett Multi-Asset Income B ISFBX -0.78 0.81 -1.33 6.53 3.31 4.39
Lord Abbett Multi-Asset Income C ISFCX -0.63 0.96 -1.26 6.67 3.35 4.43
Lord Abbett Multi-Asset Income F3 ISFOX -0.55 1.24 -0.96 7.77 --- ---
Lord Abbett Multi-Asset Income T ISFTX -0.57 1.24 -1.01 --- --- ---
Lord Abbett Multi-Asset Income I ISFYX -0.56 1.30 -0.96 7.75 4.40 5.48
Voya Solution Moderately Cnsrv Port A ISPGX -0.10 0.20 -1.48 7.06 3.91 5.37
Voya Solution Moderately Cnsrv Port I ISPRX 0.00 0.29 -1.42 7.59 4.42 5.89
Voya Solution Moderately Cnsrv Port S ISPSX 0.00 0.29 -1.35 7.32 4.18 5.66
Voya Solution Moderately Cnsrv Port S2 ISPTX 0.00 0.20 -1.46 7.22 4.02 5.50
JHancock Multimanager Lifestyle Mod A JALMX 0.02 0.17 -1.33 7.00 4.06 5.13
JHancock Multimanager Lifestyle Mod B JBLMX -0.08 -0.08 -1.51 6.18 3.33 4.37
JHancock Multimanager Lifestyle Mod C JCLMX -0.01 -0.01 -1.51 6.25 3.35 4.39
Prudential Conservative Allocation B JDABX -0.17 -0.02 -1.39 7.16 3.22 4.23
Prudential Conservative Allocation C JDACX -0.10 -0.02 -1.39 7.24 3.25 4.23
Prudential Conservative Allocation Q JDAQX -0.14 0.24 -1.20 --- --- ---
Prudential Conservative Allocation R JDARX -0.11 0.19 -1.25 7.79 3.76 4.76
Prudential Conservative Allocation Z JDAZX -0.06 0.24 -1.12 8.23 4.28 5.26
Prudential Conservative Allocation A JDUAX -0.13 0.18 -1.19 8.00 4.01 5.01
JPMorgan Investor Conservative Growth R6 JFLJX -0.07 0.14 -1.24 --- --- ---
JHancock Multimanager Lifestyle Mod 5 JHLMX 0.05 0.27 -1.24 7.39 4.48 5.58
JPMorgan Income Builder T JIBTX 0.33 -0.03 -1.77 --- --- ---
JPMorgan Investor Conservative Growth T JICTX -0.18 -0.03 -1.42 --- --- ---
JHancock Multimanager Lifestyle Mod 1 JILMX 0.04 0.26 -1.25 7.33 4.45 5.52
JHancock Multi-Index Lifestyle Mod 1 JLMOX -0.07 -0.44 -1.59 6.04 4.07 ---
JHancock Multi-Index Lifestyle Mod R6 JLMRX -0.07 -0.43 -1.67 6.07 4.11 ---
JPMorgan Income Builder A JNBAX 0.43 -0.02 -1.67 8.35 4.82 5.42
JPMorgan Income Builder C JNBCX 0.38 -0.14 -1.79 7.84 4.30 4.89
JPMorgan Income Builder I JNBSX 0.34 0.02 -1.72 8.40 4.96 5.56
JPMorgan Income Builder R6 JNBZX 0.35 0.04 -1.70 --- --- ---
JHancock Multimanager Lifestyle Mod R1 JPLMX -0.07 0.01 -1.49 6.58 3.72 4.71
JHancock Multimanager Lifestyle Mod R2 JQLMX -0.08 0.07 -1.43 6.76 3.95 5.00
JHancock Multimanager Lifestyle Mod R3 JRLMX 0.03 0.10 -1.40 6.75 3.81 4.82
JHancock Multimanager Lifestyle Mod R4 JSLMX -0.01 0.13 -1.37 7.11 4.20 5.23
JHancock Multimanager Lifestyle Mod R5 JTLMX 0.04 0.25 -1.25 7.32 4.43 5.46
JHancock Multimanager Lifestyle Mod I JTMIX 0.02 0.17 -1.33 7.27 --- ---
JHancock Multimanager Lifestyle Mod R6 JULMX 0.05 0.27 -1.24 7.39 4.48 5.57
Lord Abbett Multi-Asset Income F LIGFX -0.56 1.20 -0.98 7.60 4.29 5.38
Lord Abbett Multi-Asset Income R2 LIGQX -0.59 1.11 -1.14 7.07 3.77 4.84
Lord Abbett Multi-Asset Income R3 LIXRX -0.59 1.10 -1.08 7.18 3.87 4.97
Lord Abbett Multi-Asset Income R4 LIXSX -0.56 1.18 -1.01 7.48 --- ---
Lord Abbett Multi-Asset Income R5 LIXTX -0.56 1.23 -0.96 7.75 --- ---
Lord Abbett Multi-Asset Income R6 LIXVX -0.55 1.24 -0.96 7.77 --- ---
QS Defensive Growth I LMGIX 0.32 0.32 -1.02 6.65 4.38 5.08
QS Defensive Growth R LMLRX 0.34 0.19 -1.08 6.13 3.79 ---
Ladenburg Income & Growth A LNOAX -0.42 -0.06 -1.57 6.28 --- ---
Ladenburg Income & Growth C LNOCX -0.40 -0.22 -1.73 5.50 --- ---
Ladenburg Income & Growth I LNOIX -0.31 0.05 -1.46 6.66 --- ---
Saratoga Conservative Balanced Allc I LUNAX -0.30 -0.20 -1.67 --- --- ---
QS Defensive Growth C LWLAX 0.34 0.11 -1.23 5.66 3.35 4.07
MFS® Conservative Allocation B MACBX 0.08 0.47 -0.82 6.83 3.56 4.30
MFS® Conservative Allocation A MACFX 0.07 0.65 -0.70 7.62 4.32 5.07
MFS® Conservative Allocation I MACIX 0.13 0.77 -0.63 7.89 4.59 5.34
MFS® Conservative Allocation R4 MACJX 0.13 0.77 -0.57 7.88 4.58 5.34
MFS® Conservative Allocation R1 MACKX 0.10 0.50 -0.82 6.86 3.55 4.29
MFS® Conservative Allocation R3 MACNX 0.13 0.72 -0.64 7.68 4.35 5.08
MFS® Conservative Allocation C MACVX 0.02 0.42 -0.88 6.84 3.55 4.29
MFS® Conservative Allocation R2 MCARX 0.08 0.61 -0.71 7.35 4.06 4.81
MainStay Conservative Allocation A MCKAX -0.13 -0.37 -2.04 6.63 3.60 5.26
MainStay Conservative Allocation B MCKBX -0.28 -0.69 -2.36 5.66 2.67 4.31
MainStay Conservative Allocation C MCKCX -0.20 -0.60 -2.28 5.75 2.68 4.31
MainStay Conservative Allocation I MCKIX -0.14 -0.23 -1.96 7.01 3.88 5.53
MainStay Conservative Allocation Inv MCKNX -0.17 -0.49 -2.16 6.44 3.44 5.10
MainStay Conservative Allocation R3 MCKRX -0.16 -0.49 -2.15 6.28 --- ---
Madison Conservative Allocation A MCNAX 0.07 -0.49 -1.76 5.87 3.30 4.49
Madison Conservative Allocation B MCNBX 0.07 -0.67 -1.93 5.10 2.51 3.71
Madison Conservative Allocation C MCOCX -0.03 -0.76 -1.93 5.09 2.51 3.71
Praxis Genesis Conservative A MCONX -0.24 -0.71 -1.55 4.46 2.92 4.11
Invesco Multi-Asset Inflation A MIZAX 2.74 1.08 -0.64 5.65 0.47 ---
Invesco Multi-Asset Inflation C MIZCX 2.65 0.87 -0.85 4.87 -0.27 ---
Invesco Multi-Asset Inflation R5 MIZFX 2.74 1.08 -0.63 5.88 0.73 ---
Invesco Multi-Asset Inflation R MIZRX 2.64 0.97 -0.74 5.32 0.25 ---
Invesco Multi-Asset Inflation R6 MIZSX 2.74 1.08 -0.63 5.88 0.73 ---
Invesco Multi-Asset Inflation Y MIZYX 2.74 1.08 -0.63 5.88 0.73 ---
Manning & Napier Pro-Blend Cnsrv Term R2 MNCCX -0.60 -1.10 -1.89 3.02 1.60 2.58
Manning & Napier Pro-Blend Cnsrv Term I MNCIX -0.39 -0.77 -1.53 4.03 2.61 3.61
Manning & Napier Pro-Blend Cnsrv Term R MNCRX -0.50 -0.90 -1.69 3.56 2.11 3.09
Manning & Napier Pro-Blend Mod Term R2 MNMCX -0.78 -0.30 -1.75 4.80 1.87 3.49
Manning & Napier Pro-Blend Mod Term I MNMIX -0.79 0.00 -1.58 5.77 2.91 4.53
Manning & Napier Pro-Blend Mod Term R MNMRX -0.85 -0.28 -1.77 5.20 2.36 4.00
AB All Market Income A MRKAX 0.53 -1.41 -2.56 4.96 5.01 ---
AB All Market Income C MRKCX 0.48 -1.66 -2.71 4.15 4.26 ---
AB All Market Income Advisor MRKYX 0.55 -1.35 -2.49 5.21 5.29 ---
Manning & Napier Strategic Inc Modrt I MSMAX -0.53 -1.50 -2.63 5.85 5.14 5.84
Manning & Napier Strategic Inc Modrt S MSMSX -0.49 -1.55 -2.68 5.59 4.91 5.59
Great-West Moderately Cnsrv Pfl Inv MXDPX 0.11 0.34 -1.11 7.15 4.75 6.10
Great-West Moderately Cnsrv Pfl L MXHPX 0.10 0.41 -1.10 6.99 4.48 5.85
Great-West Moderately Cnsrv Pfl Instl MXJUX 0.10 0.49 -1.07 7.56 --- ---
American Funds Retire Inc Port-Cnsrv A NAARX 0.19 -0.81 -1.78 4.63 --- ---
Nationwide Inv Dest Mod Cnsrv A NADCX 0.00 0.33 -1.31 7.02 4.24 5.09
Neuberger Berman Multi-Asset Inc A NANAX 0.22 -0.53 -1.89 6.41 3.68 ---
Neuberger Berman Multi-Asset Inc C NANCX 0.16 -0.75 -2.08 5.51 2.91 ---
Neuberger Berman Multi-Asset Inc Instl NANIX 0.25 -0.42 -1.90 6.69 4.07 ---
New Covenant Balanced Income NCBIX -0.30 -0.16 -1.51 5.66 3.43 4.86
Nationwide Inv Dest Mod Cnsrv C NCDCX -0.10 0.06 -1.49 6.35 3.49 4.36
American Funds Retire Inc Port-Cnsrv C NGCRX 0.05 -1.04 -2.02 3.86 --- ---
Columbia Capital Alloc Mod Cnsrv C NIICX -0.08 -0.26 -1.77 6.73 3.29 4.45
Columbia Capital Alloc Mod Cnsrv Inst NIPAX -0.01 0.08 -1.52 7.71 4.34 5.49
Columbia Capital Alloc Mod Cnsrv A NLGAX 0.02 0.02 -1.56 7.53 4.09 5.24
Nuveen Multi-Asset Income A NMKAX 0.26 0.40 -1.87 7.50 --- ---
Nuveen Multi-Asset Income C NMKCX 0.19 0.17 -2.06 6.65 --- ---
Nuveen Multi-Asset Income I NMKIX 0.28 0.46 -1.76 7.75 --- ---
Nuveen Multi-Asset Income R6 NMKRX 0.28 0.46 -1.76 7.75 --- ---
Nuveen Multi-Asset Income Tax-Aware A NMXAX 0.15 0.17 -1.87 7.99 --- ---
Nuveen Multi-Asset Income Tax-Aware C NMXCX 0.08 -0.01 -2.01 7.19 --- ---
Nuveen Multi-Asset Income Tax-Aware I NMXIX 0.17 0.29 -1.81 8.24 --- ---
Nuveen Multi-Asset Income Tax-Aware R6 NMXRX 0.17 0.29 -1.77 8.24 --- ---
Neuberger Berman Multi-Asset Inc R6 NRANX 0.26 -0.40 -1.89 6.76 4.14 ---
Nationwide Inv Dest Mod Cnsrv Svc NSDCX 0.00 0.32 -1.22 7.11 4.22 5.05
Wells Fargo Moderate Balanced Admin NVMBX -0.39 0.44 -1.25 7.46 4.59 6.64
Nationwide Inv Dest Mod Cnsrv Instl Svc NWWKX 0.00 0.40 -1.24 7.34 4.50 ---
Oppenheimer Conservative Inv A OACIX -0.10 0.11 -1.24 5.61 3.28 4.11
Oppenheimer Conservative Inv B OBCIX -0.10 -0.10 -1.43 4.79 2.51 3.33
Oppenheimer Conservative Inv C OCCIX 0.00 -0.11 -1.36 4.87 2.55 3.36
JPMorgan Investor Conservative Growth C OCGCX -0.23 -0.18 -1.57 5.36 3.09 4.23
Oppenheimer Capital Income I OCIIX 0.21 -0.18 -1.34 4.56 3.96 ---
Oppenheimer Capital Income R OCINX 0.16 -0.43 -1.50 3.85 3.25 4.38
Oppenheimer Capital Income Y OCIYX 0.27 -0.22 -1.38 4.38 3.76 4.92
JPMorgan Investor Conservative Growth A OICAX -0.10 0.05 -1.35 6.03 3.69 4.81
JPMorgan Investor Conservative Growth I ONCFX -0.15 0.03 -1.28 6.26 3.93 5.07
Oppenheimer Conservative Inv R ONCIX 0.00 0.11 -1.25 5.38 3.06 3.86
Oppenheimer Capital Income B OPEBX 0.02 -0.68 -1.76 3.23 2.68 3.80
Oppenheimer Capital Income C OPECX 0.05 -0.56 -1.65 3.26 2.71 3.85
Oppenheimer Capital Income A OPPEX 0.12 -0.37 -1.52 4.02 3.47 4.64
Oppenheimer Conservative Inv Y OYCIX 0.00 0.21 -1.14 5.98 3.59 4.39
Pacific Advisors Income & Equity A PADIX -0.78 -1.08 -2.95 3.98 3.00 4.12
T. Rowe Price Retirement Balanced Adv PARIX -0.07 0.53 -1.11 7.05 4.33 5.09
Principal SAM Conservative Bal R5 PCBFX 0.10 0.02 -1.53 7.35 4.32 5.67
Principal SAM Conservative Bal J PCBJX 0.12 0.04 -1.51 7.39 4.37 5.70
Principal SAM Conservative Bal R4 PCBLX 0.07 -0.01 -1.56 7.14 4.20 5.55
Principal SAM Conservative Bal R3 PCBPX 0.02 -0.15 -1.61 6.94 3.97 5.33
Principal SAM Conservative Bal Inst PCCIX 0.08 0.08 -1.47 7.62 4.58 5.93
Principal SAM Conservative Bal R2 PCNSX 0.05 -0.12 -1.57 6.75 3.82 5.16
Principal SAM Conservative Bal R1 PCSSX -0.06 -0.22 -1.69 6.62 3.66 5.01
Putnam Dynamic Risk Allocation B PDRBX 1.26 -0.09 -1.48 7.93 2.54 3.15
Putnam Dynamic Risk Allocation A PDREX 1.41 0.17 -1.29 8.82 3.32 3.94
Putnam Dynamic Risk Allocation C PDRFX 1.34 -0.09 -1.48 7.95 2.55 3.17
Putnam Dynamic Risk Allocation R6 PDRGX 1.51 0.35 -1.21 9.26 3.71 4.30
Putnam Dynamic Risk Allocation R PDRRX 1.42 0.17 -1.29 8.58 3.06 3.68
Putnam Dynamic Risk Allocation M PDRTX 1.41 0.09 -1.37 8.25 2.81 3.43
Putnam Dynamic Risk Allocation Y PDRYX 1.50 0.26 -1.20 9.09 3.59 4.22
Principal Global Div Inc A PGBAX 0.92 0.24 -0.87 5.66 4.47 4.68
Principal Global Div Inc R-6 PGBLX 0.95 0.33 -0.79 --- --- ---
Principal Global Div Inc C PGDCX 0.86 0.06 -1.06 4.91 3.69 3.90
Principal Global Div Inc Instl PGDIX 0.95 0.32 -0.80 6.00 4.79 5.02
Principal Global Div Inc T PGKTX 0.91 0.24 -0.87 --- --- ---
Pacific Advisors Income & Equity C PIECX -0.89 -1.29 -3.17 3.21 2.19 3.34
Pioneer Multi-Asset Income C PMACX 0.82 1.21 -1.01 11.64 6.09 6.19
Pioneer Multi-Asset Income A PMAIX 0.97 1.45 -0.81 12.59 6.97 7.06
Pacific Funds Port Optim Mod-Cnsrv Adv PMCDX 0.08 0.24 -1.55 7.46 4.45 5.17
Pioneer Multi-Asset Income K PMFKX 0.90 3.22 0.94 14.63 8.30 ---
Pioneer Multi-Asset Income R PMFRX 0.83 1.13 -1.09 11.76 6.54 ---
Pioneer Multi-Asset Income Y PMFYX 0.99 1.51 -0.76 12.73 7.19 7.26
Pacific Funds Port Optim Mod-Cnsrv A POBAX 0.08 0.16 -1.55 7.19 4.18 4.92
Pacific Funds Port Optim Mod-Cnsrv B POBBX 0.00 -0.08 -1.74 6.34 3.42 4.17
Pacific Funds Port Optim Mod-Cnsrv C POBCX 0.00 -0.08 -1.81 6.36 3.40 4.16
Pacific Funds Port Optim Mod-Cnsrv R POBRX 0.08 0.08 -1.64 6.95 3.95 4.68
T. Rowe Price Personal Strat Inc I PPIPX -0.30 1.18 -0.75 9.62 --- ---
Permanent Portfolio Permanent A PRPDX 1.34 0.83 -0.84 6.96 --- ---
Permanent Portfolio Permanent I PRPFX 1.37 0.90 -0.76 7.23 4.42 3.20
Permanent Portfolio Permanent C PRPHX 1.26 0.59 -1.03 6.14 --- ---
T. Rowe Price Personal Strat Inc PRSIX -0.30 1.18 -0.75 9.50 5.51 6.66
QCI Balanced Institutional QCIBX -1.07 -0.50 -2.98 7.97 4.68 ---
Oppenheimer Global Multi-Asset Income A QMAAX -0.19 -0.66 -2.76 2.38 2.92 ---
Oppenheimer Global Multi-Asset Income C QMACX -0.25 -0.94 -2.95 1.59 2.10 ---
Oppenheimer Global Multi-Asset Income I QMAIX -0.07 -0.60 -2.71 2.72 3.19 ---
Oppenheimer Global Multi-Asset Income R QMARX -0.21 -0.83 -2.93 2.06 2.61 ---
Oppenheimer Global Multi-Asset Income Y QMAYX -0.17 -0.61 -2.81 2.56 3.10 ---
American Funds Retire Inc Port-Cnsrv R1 RARPX 0.16 -1.02 -1.91 3.81 --- ---
RiverFront Asset Allocation Inc & Gr Inv RCABX 0.31 -0.23 -1.65 5.80 3.24 4.24
RiverFront Asset Allocation Inc & Gr C RCCBX 0.12 -0.51 -1.85 4.93 2.43 3.44
RiverFront Asset Allocation Inc & Gr I RCIBX 0.29 -0.08 -1.52 6.06 3.46 4.49
American Funds Retire Inc Port-Cnsrv R2 RDRPX 0.08 -1.01 -1.98 3.98 --- ---
American Funds Retire Inc Port-Cnsrv R2E RGRPX 0.15 -0.85 -1.82 4.80 --- ---
Russell Inv Multi-Strategy Income T RGYAX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income M RGYTX 0.30 1.09 -0.86 7.28 --- ---
American Funds Retire Inc Port-Cnsrv R3 RJRPX 0.13 -0.96 -1.94 4.18 --- ---
Invesco Income Allocation R RLIAX 0.26 -1.64 -1.89 2.59 3.61 4.70
Rareview Longevity Inc Generation Retl RLIGX -0.10 -2.75 -3.39 1.29 --- ---
Russell Inv Lifepoints Moderate Strat A RMLAX 0.67 0.48 -1.04 5.62 3.81 4.54
Russell Inv Lifepoints Moderate Strat C RMLCX 0.68 0.19 -1.25 4.85 3.02 3.76
Russell Inv Lifepoints Moderate Strat E RMLEX 0.67 0.38 -1.04 5.56 3.74 4.48
Russell Inv Lifepoints Moderate Strat R1 RMLRX 0.77 0.57 -0.94 5.92 4.08 4.87
Russell Inv Lifepoints Moderate Strat S RMLSX 0.77 0.48 -0.94 5.78 3.98 4.76
Russell Inv Lifepoints Moderate Strat R4 RMLUX 0.77 0.48 -1.04 5.60 3.80 4.60
Russell Inv Lifepoints Moderate Strat R5 RMLVX 0.67 0.38 -1.03 5.34 3.55 4.33
American Funds Retire Inc Port-Cnsrv R4 RMRPX 0.20 -0.89 -1.78 4.60 --- ---
Russell Inv Multi-Strategy Income A RMYAX 0.39 0.98 -0.87 6.95 --- ---
Russell Inv Multi-Strategy Income C RMYCX 0.33 0.82 -1.03 6.21 --- ---
Russell Inv Multi-Strategy Income E RMYEX 0.30 0.99 -0.84 6.98 --- ---
Russell Inv Multi-Strategy Income S RMYSX 0.37 1.06 -0.88 7.14 --- ---
Russell Inv Multi-Strategy Income Y RMYYX 0.32 1.11 -0.74 7.43 --- ---
RESQ Strategic Income A RQIAX -0.23 -1.62 -1.51 0.84 -2.33 ---
RESQ Strategic Income C RQICX -0.28 -1.77 -1.67 0.24 -2.94 ---
RESQ Strategic Income I RQIIX -0.09 -1.41 -1.41 1.34 -1.90 ---
American Funds Retire Inc Port-Cnsrv R5 RQRPX 0.25 -0.74 -1.72 4.87 --- ---
American Funds Retire Inc Port-Cnsrv R5E RROPX 0.13 -0.86 -1.84 4.75 --- ---
T. Rowe Price Retirement Balanced R RRTIX -0.09 0.45 -1.17 6.79 4.07 4.83
American Funds Retire Inc Port-Cnsrv R6 RTRPX 0.16 -0.83 -1.72 4.90 --- ---
Rareview Longevity Inc Generation Instl RVIGX -0.04 -2.60 -3.34 1.61 --- ---
Spirit of America Income & Opp C SACOX 0.31 -3.00 -2.11 0.59 --- ---
Principal SAM Conservative Bal A SAIPX 0.07 -0.01 -1.54 7.28 4.26 5.60
QS Defensive Growth C1 SBCLX 0.33 0.19 -1.12 5.93 3.59 4.33
QS Defensive Growth A SBCPX 0.32 0.25 -1.09 6.32 4.07 4.85
Saratoga Conservative Balanced Allc A SCAAX -0.30 -0.20 -1.67 --- --- ---
Virtus Conservative Allc Strat C SCCLX 0.00 -0.09 -1.02 5.05 2.10 3.85
Virtus Conservative Allc Strat I SCCTX 0.00 0.17 -0.75 6.12 3.10 4.89
Principal SAM Conservative Bal C SCIPX -0.03 -0.28 -1.74 6.39 3.45 4.79
SEI Core Market Strategy I (SAAT) SCMSX 0.31 0.08 -1.60 7.86 4.26 5.11
SEI Market Growth Strategy I (SAAT) SMGSX 0.23 0.38 -1.87 10.11 4.39 5.71
SEI Market Growth Strategy D (SAAT) SMKDX 0.17 0.25 -2.06 9.56 3.84 5.15
SEI Moderate Strategy F (SAAT) SMOAX 0.20 -0.54 -1.59 4.74 3.36 4.12
SEI Moderate Strategy D (SAAT) SMSDX 0.18 -0.73 -1.70 3.94 2.62 3.32
SEI Moderate Strategy I (SAAT) SMSIX 0.13 -0.67 -1.61 4.42 3.12 3.86
Spirit of America Income & Opp A SOAOX 0.48 -2.81 -1.93 1.42 1.31 ---
SEI Core Market Strategy F (SAAT) SOKAX 0.28 0.11 -1.63 7.96 3.83 4.94
Deutsche Multi-Asset Conservative Allc S SPBAX -0.03 -0.10 -1.82 7.07 3.29 4.91
Deutsche Multi-Asset Conservative Allc A SPDAX -0.01 -0.16 -1.80 6.88 3.06 4.65
Deutsche Multi-Asset Conservative Allc C SPDCX -0.12 -0.42 -2.06 6.00 2.29 3.87
SEI Market Growth Strategy F (SAAT) SRWAX 0.22 0.44 -1.93 10.32 4.62 5.96
Saratoga Conservative Balanced Allc C SUMCX -0.30 -0.20 -1.67 --- --- ---
Virtus Conservative Allc Strat A SVCAX 0.00 0.08 -0.84 5.78 2.81 4.56
Schwab MarketTrack Conservative SWCGX 0.02 -0.23 -1.51 6.28 3.89 5.27
Schwab® Monthly Income Mod Payout SWJRX -0.23 -0.80 -1.92 6.36 3.78 5.20
Schwab® Monthly Income Enh Payout SWKRX -0.12 -1.08 -1.67 4.02 2.71 3.92
Transamerica Asset Allocation Cnsrv I TACIX -0.01 0.16 -1.34 6.55 4.08 5.14
Transamerica Asset Allocation Cnsrv T1 TACQX -0.05 0.13 -1.37 6.40 --- ---
Transamerica Asset Allocation Cnsrv Adv TACVX -0.04 0.14 -1.36 6.53 --- ---
American Funds Tax-Advtg Gr & Inc A TAIAX 0.10 0.47 -1.34 10.31 6.26 7.49
American Funds Tax-Advtg Gr & Inc C TAICX 0.04 0.33 -1.42 9.55 5.50 6.74
American Funds Tax-Advtg Gr & Inc F-1 TAIFX 0.11 0.55 -1.27 10.36 6.29 7.52
Transamerica Strategic High Income A TASHX -0.26 0.46 -1.75 9.60 6.37 ---
Transamerica Strategic High Income Adv TASKX -0.20 0.51 -1.69 9.89 --- ---
Touchstone Dynamic Diversified Income A TBAAX 0.41 0.03 -1.97 4.91 3.79 5.47
Touchstone Dynamic Diversified Income C TBACX 0.36 -0.17 -2.09 4.12 3.01 4.69
Touchstone Dynamic Diversified Income Y TBAYX 0.47 0.09 -1.91 5.15 4.04 5.74
Thrivent Moderately Cnsrv Allocation A TCAAX 0.13 -0.27 -1.55 5.94 3.79 5.17
Thrivent Moderately Cnsrv Allocation S TCAIX 0.20 -0.12 -1.47 6.21 4.09 5.49
Timothy Plan Conservative Growth A TCGAX -0.09 -0.09 -1.72 6.08 2.21 3.68
Transamerica Strategic High Income C TCSHX -0.29 0.25 -1.87 8.80 5.59 ---
TIAA-CREF Lifestyle Conservative Instl TCSIX -0.15 0.64 -1.16 8.73 5.05 6.09
Transamerica Strategic High Income T1 TCSWX -0.16 0.47 -1.64 9.87 --- ---
Timothy Plan Conservative Growth C TCVCX -0.20 -0.40 -1.89 5.13 1.43 2.88
Timothy Plan Growth & Income C TGCIX -0.56 -1.56 -2.81 3.67 -0.03 ---
Timothy Plan Growth & Income A TGIAX -0.54 -1.43 -2.64 4.39 0.68 ---
TCW Conservative Allocation I TGPCX -0.17 0.59 -0.83 6.38 3.12 5.05
TCW Conservative Allocation N TGPNX -0.17 0.51 -0.91 6.06 2.66 4.53
Thrivent Diversified Income Plus S THYFX 0.47 0.95 -0.28 6.87 4.57 5.17
Timothy Plan Growth & Income I TIGIX -0.45 -1.33 -2.54 4.71 0.97 ---
TIAA-CREF Lifestyle Conservative Advisor TLSHX -0.15 0.56 -1.17 8.72 --- ---
TIAA-CREF Lifestyle Conservative Premier TLSPX -0.11 0.61 -1.20 8.57 4.91 5.93
Thrivent Multidimensional Income S TMLDX 0.18 -0.49 -1.08 3.88 --- ---
Transamerica Asset Allocation Mod I TMMIX -0.08 0.58 -1.54 8.96 5.11 6.67
Transamerica Asset Allocation Mod T1 TMMTX -0.16 0.58 -1.61 8.76 --- ---
Transamerica Asset Allocation Mod Adv TMMVX -0.16 0.50 -1.62 8.85 --- ---
1290 DoubleLine Dynamic Allocation I TNVDX -0.65 0.00 -2.10 6.06 --- ---
1290 DoubleLine Dynamic Allocation A TNXAX -0.65 -0.09 -2.20 5.81 --- ---
1290 DoubleLine Dynamic Allocation R TNYRX -0.74 -0.19 -2.29 5.55 --- ---
T. Rowe Price Retirement Balanced I TRPTX -0.02 0.62 -0.99 7.48 --- ---
T. Rowe Price Retirement Balanced TRRIX -0.04 0.60 -1.05 7.25 4.60 5.35
TIAA-CREF Lifestyle Conservative Retail TSCLX -0.22 0.50 -1.23 8.46 4.77 5.80
TIAA-CREF Lifestyle Conservative Retire TSCTX -0.13 0.58 -1.15 8.48 4.79 5.83
Transamerica Strategic High Income I TSHIX -0.21 0.42 -1.70 9.92 6.62 ---
American Century Strat Allc: Cnsrv Inv TWSCX -0.09 0.77 -1.11 7.78 4.32 5.58
American Funds Tax-Advtg Gr & Inc F-2 TXIFX 0.16 0.60 -1.21 10.58 6.53 7.78
American Funds Tax-Advtg Gr & Inc F-3 TYIFX 0.11 0.62 -1.19 10.71 --- ---
USAA Cornerstone Moderately Cnsrv UCMCX 0.00 -0.53 -1.98 6.50 2.98 4.13
USAA Real Return Institutional UIRRX 0.67 -0.19 -1.03 5.37 2.12 1.70
USAA Growth and Tax Strategy USBLX -0.51 0.24 -1.75 9.59 6.57 7.86
USAA Cornerstone Moderate USBSX 0.13 -0.08 -2.10 8.51 3.50 4.95
USAA Real Return USRRX 0.76 -0.19 -0.94 5.37 2.05 1.59
VALIC Company II Cnsrv Gr Lifestyle VCGLX 0.24 -0.08 -1.34 6.89 3.74 5.11
Vanguard Global Wellesley Income Inv VGWIX 0.20 -0.54 -1.52 --- --- ---
Vanguard Global Wellesley Income Admiral VGYAX 0.24 -0.51 -1.49 --- --- ---
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX -0.05 0.20 -1.28 7.44 4.51 5.89
Vanguard Tax-Managed Balanced Adm VTMFX -0.52 0.55 -1.41 9.15 6.44 8.06
Vanguard Wellesley® Income Admiral™ VWIAX 0.03 -1.84 -2.43 5.30 5.07 6.07
Vanguard Wellesley® Income Inv VWINX 0.04 -1.86 -2.44 5.25 5.00 6.00
Voya Solution Moderately Cnsrv Port R6 VYRNX 0.00 0.29 -1.42 7.54 --- ---
Weitz Balanced WBALX -0.62 1.34 -1.24 8.42 4.50 5.77
Wells Fargo Moderate Balanced C WFBCX -0.49 0.13 -1.50 6.42 3.55 5.58
Wells Fargo Moderate Balanced A WFMAX -0.44 0.35 -1.30 7.21 4.33 6.38
InvestEd Conservative WICAX -0.19 0.37 -1.38 7.12 3.07 4.70
Wells Fargo WealthBuilder Mod Bal C WMBFX -0.40 -0.49 -2.04 6.84 3.33 4.95
Wells Fargo WealthBuilder Mod Bal A WMBGX -0.33 -0.33 -1.91 7.53 --- ---
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