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

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Data through 11/16/2018. 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 -0.66 -2.34 -2.30 -0.30 4.50 3.34
Thrivent Balanced Income Plus A AABFX -0.77 -0.78 -2.45 1.45 5.42 4.67
American Century Strat Allc: Cnsrv C AACCX -0.90 -2.72 -2.95 -0.77 3.61 2.76
American Century Strat Allc: Cnsrv R6 AACDX -0.88 -1.70 -2.91 0.44 4.97 4.13
American Century Strat Allc: Cnsrv R5 AACGX -0.88 -1.80 -2.77 0.29 --- ---
American Century Strat Allc: Cnsrv R AACRX -0.89 -2.28 -2.96 -0.37 4.10 3.25
Thrivent Diversified Income Plus A AAHYX -0.64 -0.31 -1.69 1.14 4.73 3.86
AB Conservative Wealth Strategy A ABPAX -0.34 -3.05 -2.00 -1.20 2.79 2.38
AB Conservative Wealth Strategy B ABPBX -0.42 -3.63 -2.13 -1.95 2.00 1.61
AB Conservative Wealth Strategy C ABPCX -0.34 -3.63 -2.09 -1.90 2.03 1.63
AB Conservative Wealth Strategy Advisor ABPYX -0.34 -2.79 -1.91 -0.94 3.06 2.65
Footprints Discover Value ABSOX -3.55 -13.10 -7.65 --- --- ---
Columbia Capital Allocation Mod A ABUAX -1.18 -2.43 -3.14 0.27 5.97 4.93
American Century Strat Allc: Cnsrv A ACCAX -1.06 -2.13 -3.06 -0.33 4.31 3.52
American Century Strat Allc: Cnsrv I ACCIX -0.88 -1.81 -2.94 0.13 4.79 3.97
Yorktown Multi-Asset Income C AFFCX -1.44 -1.77 -2.53 0.13 --- ---
Yorktown Multi-Asset Income L AFFIX -1.52 -1.78 -2.59 0.18 7.13 2.76
AB Tax-Managed All Market Income A AGIAX 0.00 -2.49 -2.21 -0.95 3.48 2.93
AB Tax-Managed All Market Income B AGIBX 0.01 -3.16 -2.43 -1.63 2.70 2.17
AB Tax-Managed All Market Income C AGICX 0.02 -3.10 -2.44 -1.65 2.72 2.17
AB Tax-Managed All Market Income Adv AGIYX 0.10 -2.28 -2.14 -0.65 3.75 3.21
AllianzGI Income & Growth P AIGPX -1.95 1.01 -3.42 3.45 7.87 5.72
AllianzGI Income & Growth R AIGRX -1.99 0.59 -3.49 3.00 7.34 5.20
Invesco Income Allocation A ALAAX -0.12 -2.48 -1.57 -0.85 4.65 4.41
Invesco Income Allocation Y ALAYX -0.17 -2.35 -1.57 -0.67 4.89 4.66
American Century Multi-Asset Income A AMJAX -0.70 -2.44 -1.97 -0.77 5.85 ---
American Century Multi-Asset Income C AMJCX -0.87 -3.13 -2.17 -1.61 5.07 ---
American Century Multi-Asset Income R5 AMJGX -0.76 -2.08 -1.95 -0.33 --- ---
American Century Multi-Asset Income I AMJIX -0.76 -2.08 -1.95 -0.43 6.32 ---
American Century Multi-Asset Income R6 AMJRX -0.74 -1.96 -1.91 -0.28 6.48 ---
American Century Multi-Asset Income Inv AMJVX -0.68 -2.24 -1.91 -0.52 6.12 ---
American Century Multi-Asset Income R AMJWX -0.83 -2.74 -2.14 -1.12 5.55 ---
American Century Multi-Asset Income Y AMJYX -0.74 -2.06 -1.91 -0.28 --- ---
American Century Multi-Asset Rl Ret R5 AMRUX -1.28 -0.81 -2.82 1.12 --- ---
Columbia Capital Allocation Mod C AMTCX -1.28 -3.09 -3.35 -0.50 5.19 4.15
American Century One Choice Cnsrv Inv AOCIX -0.96 -2.17 -3.01 -0.15 4.75 4.02
American Century One Choice Cnsrv R AORSX -1.04 -2.67 -3.13 -0.65 4.23 ---
Yorktown Multi-Asset Income Instl APIIX -1.48 -1.05 -2.39 1.09 8.22 3.78
Yorktown Multi-Asset Income A APIUX -1.49 -1.41 -2.44 0.63 7.68 3.27
AB Conservative Wealth Strategy R APPRX -0.34 -3.37 -2.08 -1.60 2.38 1.97
AB Conservative Wealth Strategy I APWIX -0.33 -2.76 -1.88 -0.95 3.03 2.63
AB Conservative Wealth Strategy K APWKX -0.25 -3.05 -1.92 -1.19 2.71 2.31
American Century Multi-Asset Rl Ret A ASIDX -1.30 -1.20 -2.97 0.65 4.24 0.26
American Century Multi-Asset Rl Ret I ASINX -1.28 -0.84 -2.82 1.09 4.71 0.73
American Century Multi-Asset Rl Ret Inv ASIOX -1.29 -0.98 -2.88 0.95 4.49 0.52
American Century Multi-Asset Rl Ret R ASIUX -1.21 -1.33 -2.97 0.44 3.99 0.03
American Century Multi-Asset Rl Ret C ASIZX -1.35 -1.80 -3.08 -0.09 3.45 -0.48
AllianzGI Income & Growth A AZNAX -1.95 0.81 -3.40 3.17 7.62 5.46
AllianzGI Income & Growth C AZNCX -2.04 0.15 -3.54 2.47 6.84 4.68
AllianzGI Income & Growth Institutional AZNIX -1.92 1.17 -3.27 3.62 8.00 5.84
BlackRock Multi-Asset Income Investor A BAICX -0.48 -1.31 -1.32 0.29 4.44 3.59
BlackRock 40/60 Target Allocation Inv A BAMPX -0.51 -1.77 -2.10 0.27 4.30 4.40
Sterling Capital Diversified Inc C BCCCX -1.15 -2.46 -1.83 -0.29 3.35 2.80
Sterling Capital Diversified Inc A BCGAX -1.08 -1.84 -1.62 0.46 4.08 3.55
BlackRock Multi-Asset Income Investor C BCICX -0.64 -1.98 -1.60 -0.57 3.66 2.80
BlackRock 40/60 Target Allocation Inv C BCMPX -0.61 -2.47 -2.31 -0.55 3.53 3.60
BlackRock Multi-Asset Income Instl BIICX -0.46 -1.09 -1.25 0.55 4.70 3.85
BlackRock 40/60 Target Allocation Instl BIMPX -0.51 -1.51 -2.00 0.62 4.66 4.75
BlackRock Multi-Asset Income Portfolio K BKMIX -0.55 -1.05 -1.33 0.50 --- ---
BlackRock 40/60 Target Allocation K BKMPX -0.59 -1.51 -2.08 0.55 --- ---
BMO Moderate Allocation I BMBHX -0.52 -2.15 -2.65 -0.19 4.91 ---
BMO Moderate Allocation R3 BMBQX -0.52 -2.56 -2.76 -0.75 4.37 ---
BMO Moderate Allocation R6 BMBTX -0.52 -2.05 -2.65 -0.09 5.03 ---
BMO Moderate Allocation Y BMBYX -0.63 -2.36 -2.76 -0.57 4.62 ---
Sterling Capital Diversified Inc Instl BMGTX -1.04 -1.61 -1.54 0.80 4.39 3.85
BlackRock 40/60 Target Allocation R BRMPX -0.60 -1.95 -2.20 0.02 4.14 4.23
Invesco Conservative Allocation A CAAMX -0.62 -2.29 -2.06 -0.94 3.83 2.83
Invesco Conservative Allocation Y CAAYX -0.62 -2.11 -2.01 -0.69 4.06 3.09
Invesco Conservative Allocation C CACMX -0.63 -2.89 -2.19 -1.64 3.07 2.08
Calvert Conservative Allocation C CALCX -0.18 -1.43 -1.98 0.10 3.75 3.31
Federated Capital Income A CAPAX -1.14 -2.91 -2.98 -0.61 4.50 2.29
Federated Capital Income B CAPBX -1.21 -3.65 -3.16 -1.36 3.69 1.51
Federated Capital Income C CAPCX -1.21 -3.53 -3.17 -1.25 3.70 1.52
Federated Capital Income F CAPFX -1.02 -2.80 -2.86 -0.49 4.49 2.31
Federated Capital Income R CAPRX -1.16 -3.07 -3.02 -0.70 4.25 2.11
Federated Capital Income Institutional CAPSX -1.12 -2.71 -2.91 -0.23 4.75 2.54
Cornerstone Advisors Real Assets Instl CAREX -5.13 -4.78 -4.25 -0.95 2.79 -2.51
Columbia Capital Allocation Mod R CBMRX -1.18 -2.62 -3.20 0.10 5.72 4.68
Columbia Capital Allocation Mod Inst CBMZX -1.18 -2.16 -3.08 0.61 6.28 5.20
Calvert Conservative Allocation A CCLAX -0.12 -0.80 -1.78 0.84 4.55 4.20
Calvert Conservative Allocation I CFAIX -0.12 -0.44 -1.72 1.21 --- ---
Columbia Flexible Capital Income Adv CFCRX -1.95 -1.25 -3.24 1.34 9.17 5.80
Columbia Flexible Capital Income Inst3 CFCYX -1.98 -1.21 -3.26 1.43 --- ---
Columbia Flexible Capital Income A CFIAX -1.97 -1.52 -3.32 1.09 8.91 5.52
Columbia Flexible Capital Income C CFIGX -2.06 -2.16 -3.53 0.34 8.08 4.73
Columbia Flexible Capital Income R CFIRX -1.97 -1.71 -3.39 0.84 8.61 5.24
Columbia Flexible Capital Income T CFIWX -2.05 -1.53 -3.33 1.01 8.88 5.51
Columbia Flexible Capital Income Inst CFIZX -1.97 -1.26 -3.26 1.35 9.18 5.79
American Funds College 2024 529A CFTAX 0.42 -0.50 -0.59 0.95 4.45 4.01
Columbia Flexible Capital Income Inst2 CFXRX -1.95 -1.23 -3.23 1.36 9.22 5.85
Columbia Capital Alloc Mod Cnsrv Adv CHWRX -0.86 -2.03 -2.42 0.12 4.68 4.08
Columbia Multi-Asset Income C CLCNX -1.31 -3.25 -3.44 -1.07 4.26 ---
AdvisorOne CLS Growth and Income N CLERX -1.44 -3.35 -2.31 -1.03 5.06 3.01
Invesco Income Allocation C CLIAX -0.24 -3.15 -1.81 -1.65 3.84 3.64
Columbia Capital Alloc Mod Cnsrv R CLIRX -0.94 -2.46 -2.61 -0.39 4.15 3.56
Columbia Multi-Asset Income A CLNAX -1.35 -2.54 -3.26 -0.32 5.04 ---
Columbia Multi-Asset Income Adv CLNFX -1.33 -2.34 -3.20 -0.17 5.32 ---
Columbia Multi-Asset Income Inst2 CLNVX -1.22 -2.30 -3.08 -0.03 5.39 ---
Columbia Multi-Asset Income T CLNWX -1.25 -2.53 -3.15 -0.31 5.09 ---
Columbia Multi-Asset Income Inst CLNZX -1.23 -2.33 -3.09 -0.07 5.35 ---
Columbia Capital Alloc Mod Cnsrv Inst2 CLRRX -0.76 -1.92 -2.33 0.14 4.73 4.15
Invesco Conservative Allocation R5 CMAIX -0.62 -2.06 -1.98 -0.63 4.11 3.12
Crawford Multi-Asset Income CMALX -0.34 0.09 -2.71 1.75 --- ---
Invesco Conservative Allocation R CMARX -0.62 -2.41 -2.05 -1.11 3.58 2.59
Invesco Conservative Allocation S CMASX -0.53 -2.13 -1.95 -0.75 3.94 2.95
Columbia Multi-Asset Income Inst3 CMUYX -1.22 -2.26 -3.08 0.03 --- ---
Invesco Conservative Allocation R6 CNSSX -0.62 -1.98 -1.98 -0.63 --- ---
Columbia Capital Allocation Mod Inst2 CPAMX -1.19 -2.17 -3.02 0.54 6.29 5.26
Columbia Capital Allocation Mod Adv CPCZX -1.10 -2.18 -3.02 0.62 6.28 5.20
Columbia Capital Alloc Mod Cnsrv Inst3 CPDGX -0.77 -1.91 -2.35 0.19 4.77 4.21
Columbia Capital Allocation Mod Inst3 CPDMX -1.10 -2.05 -3.01 0.68 6.38 5.34
American Funds College 2024 529C CTFCX 0.34 -1.19 -0.77 0.23 3.63 3.19
American Funds College 2024 529E CTFEX 0.43 -0.67 -0.59 0.74 4.17 3.74
American Funds College 2024 529F1 CTFFX 0.42 -0.33 -0.50 1.15 4.66 4.21
MFS® Diversified Income A DIFAX 0.21 -2.01 -1.47 -0.60 4.86 4.51
MFS® Diversified Income C DIFCX 0.12 -2.68 -1.67 -1.45 4.05 3.73
MFS® Diversified Income R1 DIFDX 0.06 -2.66 -1.66 -1.35 4.06 3.72
MFS® Diversified Income R2 DIFEX 0.18 -2.23 -1.53 -0.93 4.57 4.25
MFS® Diversified Income R3 DIFFX 0.21 -2.01 -1.47 -0.68 4.83 4.51
MFS® Diversified Income R4 DIFGX 0.23 -1.80 -1.40 -0.43 5.09 4.77
MFS® Diversified Income R6 DIFHX 0.24 -1.71 -1.38 -0.33 5.23 4.87
MFS® Diversified Income I DIFIX 0.14 -1.88 -1.49 -0.44 5.09 4.75
Meeder Moderate Allocation Adviser DVOAX -0.87 -1.35 -2.86 3.39 --- ---
Meeder Moderate Allocation Institutional DVOIX -0.87 -1.18 -2.85 3.61 --- ---
MFS® Conservative Allocation 529B EBCAX -0.54 -1.71 -2.43 -0.11 4.08 2.92
MFS® Conservative Allocation 529C ECACX -0.54 -1.77 -2.43 -0.09 4.07 2.92
MFS® Conservative Allocation 529A ECLAX -0.53 -1.14 -2.28 0.60 4.85 3.69
Manning & Napier Pro-Blend Mod Term S EXBAX -0.68 -1.99 -2.80 -0.59 3.71 2.52
Manning & Napier Pro-Blend Cnsrv Term S EXDAX -0.22 -1.19 -1.61 0.04 3.56 2.65
Morningstar Ult Stock-Pick 5 ER USD F00000Y8Y1 0.68 1.34 -0.71 5.20 3.92 2.53
Fairholme Allocation FAAFX -2.22 -17.29 -4.21 -5.85 -6.59 -7.29
American Funds Retire Inc Port-Cnsrv F1 FAFWX 0.19 -1.94 -1.29 -0.34 4.29 ---
Fidelity Asset Manager® 50% FASMX -1.23 -2.16 -3.43 0.03 5.95 4.84
Fidelity Advisor® Multi-Asset Income I FAYZX 0.07 -0.49 -0.85 1.74 5.38 ---
Fidelity Advisor® Multi-Asset Income M FAZYX 0.04 -0.70 -0.81 1.48 5.12 ---
Franklin Income C FCISX -0.48 -1.34 -1.43 1.12 6.40 3.39
American Funds Retire Inc Port-Cnsrv F2 FDFWX 0.19 -1.67 -1.24 -0.08 4.56 ---
Fidelity Advisor Asset Manager® 50% A FFAMX -1.23 -2.45 -3.52 -0.29 5.62 4.52
Fidelity Asset Manager® 40% FFANX -0.96 -1.79 -2.87 0.03 5.22 4.32
Fidelity Advisor Asset Manager® 50% C FFCMX -1.30 -3.11 -3.71 -1.08 4.82 3.72
Fidelity Advisor Asset Manager® 50% I FFIMX -1.23 -2.24 -3.44 -0.06 5.90 4.79
Fidelity Advisor Asset Manager® 40% A FFNAX -1.05 -2.11 -2.95 -0.37 4.89 3.99
Fidelity Advisor Asset Manager® 40% C FFNCX -1.14 -2.74 -3.15 -1.12 4.09 3.21
Fidelity Advisor Asset Manager® 40% I FFNIX -1.05 -1.81 -2.88 -0.01 5.18 4.29
Fidelity Advisor Asset Manager® 40% M FFNTX -1.05 -2.23 -2.94 -0.57 4.60 3.73
Fidelity Advisor Asset Manager® 50% M FFTMX -1.29 -2.69 -3.58 -0.60 5.34 4.24
American Funds Retire Inc Port-Cnsrv F3 FICWX 0.28 -1.61 -1.12 0.10 --- ---
Fidelity Advisor Asset Manager® 40% Z FIKYX -1.05 --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% Z FIKZX -1.23 --- --- --- --- ---
Franklin Income R FISRX -0.93 -1.66 -1.88 0.89 6.45 3.48
Fidelity Advisor® Multi-Asset Income Z FIWBX 0.06 --- --- --- --- ---
Franklin Income A1 FKINX -0.44 -0.87 -1.32 1.69 7.04 3.88
Franklin Income A FKIQX -0.89 --- --- --- --- ---
Meeder Moderate Allocation Retail FLDOX -0.87 -1.52 -2.94 3.18 8.99 ---
Federated Muni and Stock Advantage B FMNBX -0.63 -2.81 -2.89 -0.41 4.55 3.45
Fidelity® Multi-Asset Income FMSDX 0.07 --- -0.85 --- --- ---
Federated Muni and Stock Advantage A FMUAX -0.56 -2.20 -2.71 0.34 5.33 4.22
Federated Muni and Stock Advantage C FMUCX -0.70 -2.88 -2.90 -0.41 4.55 3.44
Federated Muni and Stock Advantage F FMUFX -0.56 -2.20 -2.71 0.34 5.33 4.22
Federated Muni and Stock Advantage Instl FMUIX -0.54 -1.99 -2.64 0.59 5.59 4.48
Franklin Income R6 FNCFX -0.43 -0.71 -1.29 1.89 7.13 4.12
Franklin Income Adv FRIAX -0.44 -0.76 -1.31 1.84 7.07 4.06
Nuveen Strategy Conservative Allc A FSFIX -0.71 -5.35 -3.74 -3.99 2.08 2.13
Nuveen Strategy Conservative Allc I FSFYX -0.69 -5.14 -3.68 -3.73 2.33 2.36
Nuveen Strategy Conservative Allc C FSJCX -0.78 -6.00 -3.95 -4.75 1.32 1.35
Nuveen Strategy Conservative Allc R3 FSJSX -0.74 -5.58 -3.81 -4.26 1.85 1.86
Franklin Conservative Allocation C FTCCX -0.63 -1.08 -1.49 0.24 3.79 2.56
Franklin Conservative Allocation A FTCIX -0.55 -0.39 -1.27 1.06 4.58 3.34
Franklin Conservative Allocation R FTCRX -0.55 -0.58 -1.28 0.79 4.33 3.07
Franklin Conservative Allocation Advisor FTCZX -0.55 -0.21 -1.21 1.25 4.86 3.59
Fidelity Advisor® Multi-Asset Income A FWATX 0.04 -0.80 -0.91 1.38 5.08 ---
Fidelity Advisor® Multi-Asset Income C FWBTX -0.01 -1.40 -1.09 0.68 4.32 ---
Aberdeen Diversified Income Instl Svc GAMSX -0.08 -3.29 -0.84 -1.35 4.78 3.56
GuideStone Funds Balanced Allc Instl GBAYX -0.42 -2.14 -2.70 -0.19 --- ---
GuideStone Funds Balanced Allc Inv GGIZX -0.42 -2.38 -2.78 -0.43 5.32 3.38
Goldman Sachs Income Builder P GGKPX -0.63 --- -1.93 --- --- ---
Goldman Sachs Income Builder Inv GKIRX -0.69 -1.53 -1.97 0.55 4.67 3.58
James Balanced: Golden Rainbow R GLRBX -0.75 -6.22 -4.43 -4.13 1.24 2.22
James Balanced: Golden Rainbow Instl GLRIX -0.76 -6.01 -4.41 -3.92 1.48 2.47
Aberdeen Diversified Income A GMAAX -0.17 -3.34 -0.90 -1.50 4.52 3.30
Aberdeen Diversified Income C GMACX -0.17 -3.87 -1.04 -2.04 3.83 2.58
Aberdeen Diversified Income I GMAIX -0.08 -3.09 -0.85 -1.17 4.86 3.61
Nationwide Inv Dest Mod Cnsrv R6 GMIMX -0.49 -1.14 -2.05 0.91 5.05 3.96
Nationwide Inv Dest Mod Cnsrv R GMMRX -0.50 -1.74 -2.14 0.25 4.37 3.29
Aberdeen Diversified Income R GMRRX -0.17 -3.63 -0.99 -1.73 4.27 2.95
Goldman Sachs Income Builder C GSBCX -0.75 -2.36 -2.20 -0.44 3.62 2.55
Goldman Sachs Income Builder A GSBFX -0.67 -1.71 -1.98 0.35 4.41 3.33
Goldman Sachs Income Builder Instl GSBIX -0.63 -1.36 -1.89 0.73 4.82 3.74
Goldman Sachs Income Builder R6 GSBUX -0.63 -1.36 -1.89 0.74 4.84 ---
Guggenheim Diversified Income A GUDAX -0.32 -1.54 -1.44 -0.44 --- ---
Guggenheim Diversified Income C GUDCX -0.42 -2.22 -1.63 -1.20 --- ---
Guggenheim Diversified Income Instl GUDIX -0.34 -1.34 -1.38 -0.24 --- ---
Guggenheim Diversified Income P GUDPX -0.32 -1.53 -1.44 -0.47 --- ---
Hartford Balanced Income A HBLAX 0.07 -2.59 -1.43 0.12 6.51 5.57
Hartford Balanced Income C HBLCX 0.00 -3.25 -1.64 -0.56 5.73 4.80
Hartford Balanced Income F HBLFX 0.07 -2.35 -1.35 0.45 --- ---
Hartford Balanced Income I HBLIX 0.07 -2.40 -1.44 0.37 6.74 5.84
Hartford Balanced Income R3 HBLRX 0.00 -2.93 -1.52 -0.24 6.16 5.25
Hartford Balanced Income R4 HBLSX 0.07 -2.70 -1.51 0.06 6.46 5.57
Hartford Balanced Income R5 HBLTX 0.07 -2.41 -1.44 0.34 6.73 5.84
Hartford Balanced Income R6 HBLVX 0.07 -2.33 -1.34 0.51 6.87 ---
Hartford Balanced Income Y HBLYX 0.07 -2.36 -1.35 0.39 6.81 5.91
HCM Income Plus A HCMEX -1.21 0.38 -3.45 2.02 --- ---
HCM Income Plus Investor HCMKX -1.22 -0.19 -3.66 1.26 --- ---
Hartford Conservative Allocation A HCVAX -0.29 -1.63 -1.91 0.18 3.86 1.73
Hartford Conservative Allocation C HCVCX -0.39 -2.23 -2.13 -0.60 3.05 0.97
Hartford Conservative Allocation F HCVFX -0.29 -1.34 -1.90 0.44 --- ---
Hartford Conservative Allocation I HCVIX -0.39 -1.44 -1.91 0.38 4.12 1.99
Hartford Conservative Allocation R3 HCVRX -0.29 -1.82 -2.01 -0.13 3.60 1.45
Hartford Conservative Allocation R4 HCVSX -0.29 -1.53 -1.91 0.16 3.91 1.75
Hartford Conservative Allocation R5 HCVTX -0.29 -1.34 -1.90 0.45 4.20 2.04
Thrivent Balanced Income Plus S IBBFX -0.69 -0.48 -2.31 1.85 5.79 5.05
Transamerica Asset Allocation Cnsrv A ICLAX -0.93 -2.92 -2.49 -1.16 4.01 3.33
Transamerica Asset Allocation Cnsrv B ICLBX -1.02 -3.77 -2.71 -2.10 3.06 2.46
Transamerica Asset Allocation Cnsrv C ICLLX -0.94 -3.61 -2.71 -1.95 3.22 2.57
Transamerica Asset Allocation Cnsrv R ICVRX -0.92 -3.27 -2.57 -1.51 3.59 2.96
Invesco Income Allocation R6 IIASX -0.08 -2.26 -1.57 -0.67 --- ---
Invesco Income Allocation R5 ILAAX -0.08 -2.26 -1.57 -0.67 4.92 4.68
Ivy Apollo Multi-Asset Income A IMAAX -0.56 -1.04 -1.48 0.74 5.15 ---
Ivy Apollo Multi-Asset Income C IMACX -0.65 -1.74 -1.75 -0.10 4.36 ---
Ivy Apollo Multi-Asset Income I IMAIX -0.56 -0.81 -1.39 0.94 5.46 ---
Ivy Apollo Multi-Asset Income Y IMAYX -0.56 -1.00 -1.46 0.69 5.20 ---
Transamerica Asset Allocation Mod R IMDRX -1.19 -3.74 -3.26 -1.37 4.60 3.65
Transamerica Asset Allocation Mod A IMOAX -1.19 -3.48 -3.24 -1.11 4.88 3.90
Transamerica Asset Allocation Mod B IMOBX -1.24 -4.26 -3.40 -1.98 3.98 3.04
Transamerica Asset Allocation Mod C IMOLX -1.20 -4.14 -3.34 -1.82 4.11 3.14
Ivy Apollo Multi-Asset Income N IMURX -0.56 -0.58 -1.36 1.19 5.61 ---
Voya Retirement Moderate Port I IRMIX -0.36 -2.13 -2.50 0.05 5.26 4.12
Voya Retirement Moderate Port A IRMPX -0.37 -2.45 -2.61 -0.34 4.89 3.75
Voya Strategic Allocation Cnsrv Port I ISAIX -0.32 -1.77 -1.79 0.38 4.78 4.31
Voya Strategic Allocation Cnsrv Port S ISCVX -0.32 -1.98 -1.88 0.11 4.52 4.06
Lord Abbett Multi-Asset Income A ISFAX -1.58 -2.40 -3.07 -0.64 4.85 3.29
Lord Abbett Multi-Asset Income C ISFCX -1.70 -3.05 -3.28 -1.45 4.05 2.51
Lord Abbett Multi-Asset Income F3 ISFOX -1.64 -2.19 -3.02 -0.38 --- ---
Lord Abbett Multi-Asset Income I ISFYX -1.57 -2.14 -2.96 -0.39 5.12 3.55
Voya Solution Moderately Cnsrv Port A ISPGX -0.32 -2.12 -1.99 -0.12 4.41 3.76
Voya Solution Moderately Cnsrv Port I ISPRX -0.31 -1.73 -1.91 0.39 4.95 4.28
Voya Solution Moderately Cnsrv Port S ISPSX -0.31 -1.99 -2.05 0.07 4.67 4.01
Voya Solution Moderately Cnsrv Port S2 ISPTX -0.42 -2.18 -2.08 -0.10 4.50 3.84
JHancock Multimanager Lifestyle Mod A JALMX -0.67 -2.79 -2.34 -1.18 4.45 3.34
JHancock Multimanager Lifestyle Mod B JBLMX -0.75 -3.45 -2.59 -1.88 3.69 2.59
JHancock Multimanager Lifestyle Mod C JCLMX -0.75 -3.38 -2.51 -1.88 3.72 2.60
PGIM Conservative Allocation B JDABX -0.38 -2.84 -2.70 -0.72 3.80 2.60
PGIM Conservative Allocation C JDACX -0.30 -2.84 -2.62 -0.72 3.82 2.60
PGIM Conservative Allocation R6 JDAQX -0.27 -1.97 -2.35 --- --- ---
PGIM Conservative Allocation R JDARX -0.32 -2.36 -2.47 -0.22 4.34 3.13
PGIM Conservative Allocation Z JDAZX -0.27 -2.05 -2.42 0.28 4.84 3.63
PGIM Conservative Allocation A JDUAX -0.34 -2.25 -2.50 -0.04 4.60 3.37
JPMorgan Investor Conservative Growth R6 JFLJX -0.38 -1.25 -1.81 0.31 --- ---
JHancock Multimanager Lifestyle Mod 5 JHLMX -0.60 -2.44 -2.25 -0.78 4.90 3.77
JHancock Multimanager Lifestyle Mod 1 JILMX -0.67 -2.54 -2.26 -0.83 4.82 3.71
JHancock Multi-Index Lifestyle Mod 1 JLMOX -0.28 -1.41 -1.60 0.47 5.23 ---
JHancock Multi-Index Lifestyle Mod R6 JLMRX -0.28 -1.39 -1.59 0.50 5.27 ---
JPMorgan Income Builder A JNBAX -0.25 -2.18 -1.28 0.48 5.49 4.07
JPMorgan Income Builder C JNBCX -0.30 -2.60 -1.41 -0.02 4.97 3.55
JPMorgan Income Builder I JNBSX -0.34 -2.06 -1.34 0.54 5.63 4.22
JPMorgan Income Builder R6 JNBZX -0.33 -1.98 -1.32 0.64 --- ---
JHancock Multimanager Lifestyle Mod R1 JPLMX -0.75 -3.12 -2.43 -1.52 4.11 2.95
JHancock Multimanager Lifestyle Mod R2 JQLMX -0.75 -2.95 -2.45 -1.36 4.34 3.21
JHancock Multimanager Lifestyle Mod R3 JRLMX -0.67 -2.98 -2.40 -1.35 4.20 3.06
JHancock Multimanager Lifestyle Mod R4 JSLMX -0.75 -2.77 -2.39 -1.04 4.60 3.44
JHancock Multimanager Lifestyle Mod R5 JTLMX -0.67 -2.55 -2.26 -0.84 4.80 3.67
JHancock Multimanager Lifestyle Mod I JTMIX -0.67 -2.59 -2.27 -0.89 4.76 ---
JPMorgan SmartSpending 2050 A JTQBX -0.45 -2.67 -1.94 -0.76 --- ---
JPMorgan SmartSpending 2050 I JTQDX -0.44 -2.46 -1.88 -0.45 --- ---
JPMorgan SmartSpending 2050 R2 JTQEX -0.51 -3.01 -2.07 -1.12 --- ---
JPMorgan SmartSpending 2050 R3 JTQFX -0.51 -2.80 -2.01 -0.87 --- ---
JPMorgan SmartSpending 2050 R4 JTQGX -0.45 -2.60 -1.94 -0.61 --- ---
JPMorgan SmartSpending 2050 R5 JTQHX -0.44 -2.46 -1.88 -0.45 --- ---
JPMorgan SmartSpending 2050 R6 JTQJX -0.44 -2.39 -1.88 -0.42 --- ---
JHancock Multimanager Lifestyle Mod R6 JULMX -0.68 -2.52 -2.25 -0.79 4.87 3.76
Lord Abbett Multi-Asset Income F LIGFX -1.57 -2.27 -3.03 -0.49 5.01 3.46
Lord Abbett Multi-Asset Income R2 LIGQX -1.64 -2.69 -3.14 -1.04 4.47 2.93
Lord Abbett Multi-Asset Income R3 LIXRX -1.61 -2.60 -3.13 -0.88 4.60 3.05
Lord Abbett Multi-Asset Income R4 LIXSX -1.58 -2.38 -3.00 -0.62 4.85 ---
Lord Abbett Multi-Asset Income R5 LIXTX -1.57 -2.21 -3.02 -0.39 5.11 ---
Lord Abbett Multi-Asset Income R6 LIXVX -1.64 -2.19 -3.02 -0.38 5.14 ---
QS Defensive Growth I LMGIX -1.10 -2.27 -2.25 -0.24 4.61 3.72
QS Defensive Growth R LMLRX -1.10 -2.70 -2.33 -0.73 4.05 ---
Ladenburg Income & Growth A LNOAX -0.40 -2.51 -2.54 -0.53 3.69 ---
Ladenburg Income & Growth C LNOCX -0.37 -3.12 -2.71 -1.24 3.09 ---
Ladenburg Income & Growth I LNOIX -0.29 -2.25 -2.46 -0.23 4.05 ---
Saratoga Conservative Balanced Allc I LUNAX -0.89 -0.30 -2.16 --- --- ---
QS Defensive Growth C LWLAX -1.18 -3.10 -2.52 -1.30 3.57 2.70
MFS® Conservative Allocation B MACBX -0.59 -1.73 -2.39 -0.09 4.11 2.96
MFS® Conservative Allocation A MACFX -0.46 -1.04 -2.19 0.69 4.91 3.74
MFS® Conservative Allocation I MACIX -0.46 -0.79 -2.12 1.00 5.17 4.01
MFS® Conservative Allocation R4 MACJX -0.46 -0.80 -2.13 0.95 5.17 4.01
MFS® Conservative Allocation R1 MACKX -0.54 -1.69 -2.39 -0.04 4.14 2.97
MFS® Conservative Allocation R3 MACNX -0.46 -1.06 -2.21 0.69 4.90 3.74
MFS® Conservative Allocation C MACVX -0.53 -1.74 -2.40 -0.07 4.12 2.97
MFS® Conservative Allocation R2 MCARX -0.47 -1.25 -2.25 0.46 4.66 3.49
MainStay Conservative Allocation A MCKAX -0.93 -4.06 -3.09 -2.01 3.75 2.98
MainStay Conservative Allocation B MCKBX -1.02 -4.81 -3.31 -2.84 2.82 2.06
MainStay Conservative Allocation C MCKCX -1.10 -4.82 -3.32 -2.92 2.80 2.06
MainStay Conservative Allocation I MCKIX -0.92 -3.77 -3.00 -1.66 4.01 3.25
MainStay Conservative Allocation Inv MCKNX -1.01 -4.25 -3.13 -2.17 3.59 2.83
MainStay Conservative Allocation R3 MCKRX -0.93 -4.34 -3.17 -2.34 --- ---
Madison Conservative Allocation A MCNAX 0.10 -1.71 -1.47 0.01 4.10 3.51
Madison Conservative Allocation B MCNBX 0.00 -2.34 -1.64 -0.68 3.33 2.73
Madison Conservative Allocation C MCOCX 0.00 -2.34 -1.64 -0.68 3.33 2.75
Praxis Genesis Conservative A MCONX -0.15 -1.94 -1.91 -0.56 3.42 3.11
Invesco Multi-Asset Inflation A MIZAX -3.66 -3.35 -2.72 -0.40 3.21 ---
Invesco Multi-Asset Inflation C MIZCX -3.81 -4.02 -2.97 -1.20 2.45 ---
Invesco Multi-Asset Inflation R5 MIZFX -3.64 -3.23 -2.71 -0.16 3.48 ---
Invesco Multi-Asset Inflation R MIZRX -3.67 -3.57 -2.73 -0.62 2.99 ---
Invesco Multi-Asset Inflation R6 MIZSX -3.64 -3.23 -2.71 -0.16 3.48 ---
Invesco Multi-Asset Inflation Y MIZYX -3.75 -3.23 -2.71 -0.27 3.48 ---
MassMutual Select TRP Retirement Bal I MMBVX -0.47 --- -1.93 --- --- ---
MassMutual Select TRP Retirement Bal M5 MMBWX -0.54 --- -1.93 --- --- ---
MassMutual Select TRP Retirement Bal M4 MMBYX -0.54 --- -2.00 --- --- ---
MassMutual Select TRP Retirement Bal M3 MMBZX -0.54 --- -2.13 --- --- ---
Manning & Napier Pro-Blend Cnsrv Term R2 MNCCX -0.31 -1.84 -1.81 -0.70 2.74 1.83
Manning & Napier Pro-Blend Cnsrv Term I MNCIX -0.20 -0.96 -1.54 0.33 3.75 2.86
Manning & Napier Pro-Blend Cnsrv Term R MNCRX -0.20 -1.35 -1.71 -0.20 3.25 2.36
Manning & Napier Pro-Blend Mod Term R2 MNMCX -0.80 -2.63 -3.05 -1.39 2.92 1.75
Manning & Napier Pro-Blend Mod Term I MNMIX -0.71 -1.73 -2.69 -0.34 3.98 2.77
Manning & Napier Pro-Blend Mod Term R MNMRX -0.77 -2.24 -2.83 -0.88 3.44 2.26
AB All Market Income A MRKAX -0.84 -4.80 -2.36 -2.88 5.50 ---
AB All Market Income C MRKCX -1.00 -5.53 -2.62 -3.65 4.71 ---
AB All Market Income Advisor MRKYX -0.82 -4.68 -2.40 -2.63 5.76 ---
Manning & Napier Income I MSMAX 0.38 0.36 -0.91 3.01 6.84 5.36
Manning & Napier Income S MSMSX 0.38 0.18 -0.97 2.85 6.62 5.11
Morningstar Wide Moat Foc 5 ER USD MWMF5 0.25 1.46 -1.33 6.11 5.59 3.87
Great-West Moderately Cnsrv Pfl Inv MXDPX -0.35 -1.51 -2.29 0.44 5.22 4.31
Great-West Moderately Cnsrv Pfl L MXHPX -0.42 -1.72 -2.40 0.12 4.92 4.02
Great-West Moderately Cnsrv Pfl Instl MXJUX -0.41 -1.20 -2.21 0.78 5.54 ---
American Funds Retire Inc Port-Cnsrv A NAARX 0.19 -1.92 -1.30 -0.30 4.32 ---
Nationwide Inv Dest Mod Cnsrv A NADCX -0.50 -1.41 -2.07 0.57 4.71 3.60
Neuberger Berman Multi-Asset Inc A NANAX -0.74 -3.34 -2.33 -1.11 5.23 ---
Neuberger Berman Multi-Asset Inc C NANCX -0.80 -3.97 -2.51 -1.85 4.48 ---
Neuberger Berman Multi-Asset Inc Instl NANIX -0.70 -3.03 -2.24 -0.75 5.61 ---
New Covenant Balanced Income NCBIX -0.10 -0.04 -1.58 1.55 4.30 3.84
Nationwide Inv Dest Mod Cnsrv C NCDCX -0.60 -2.14 -2.26 -0.17 3.93 2.85
American Funds Retire Inc Port-Cnsrv C NGCRX 0.09 -2.50 -1.48 -1.06 3.58 ---
Columbia Capital Alloc Mod Cnsrv C NIICX -0.96 -2.87 -2.69 -0.90 3.65 3.05
Columbia Capital Alloc Mod Cnsrv Inst NIPAX -0.86 -1.95 -2.44 0.12 4.67 4.08
Columbia Capital Alloc Mod Cnsrv A NLGAX -0.85 -2.19 -2.46 -0.13 4.45 3.83
Nuveen Multi-Asset Income A NMKAX -1.11 -1.96 -2.38 0.62 --- ---
Nuveen Multi-Asset Income C NMKCX -1.18 -2.61 -2.57 -0.14 --- ---
Nuveen Multi-Asset Income I NMKIX -1.09 -1.76 -2.32 0.85 --- ---
Nuveen Multi-Asset Income R6 NMKRX -1.09 -1.76 -2.32 0.85 --- ---
Neuberger Berman Multi-Asset Inc R6 NRANX -0.70 -2.97 -2.22 -0.68 5.68 ---
Nationwide Inv Dest Mod Cnsrv Svc NSDCX -0.50 -1.54 -2.07 0.50 4.65 3.56
Wells Fargo Moderate Balanced Admin NVMBX -0.35 -0.66 -1.98 1.04 5.00 4.57
Nationwide Inv Dest Mod Cnsrv Instl Svc NWWKX -0.40 -1.21 -1.99 0.82 4.97 ---
Oppenheimer Conservative Inv A OACIX -0.85 -2.21 -1.90 -0.51 3.76 3.01
Oppenheimer Conservative Inv C OCCIX -0.98 -2.98 -2.14 -1.29 2.97 2.24
JPMorgan Investor Conservative Growth C OCGCX -0.47 -2.06 -2.07 -0.65 3.42 2.87
Oppenheimer Capital Income I OCIIX -0.60 -0.27 -0.99 1.58 4.76 ---
Oppenheimer Capital Income R OCINX -0.60 -0.85 -1.07 0.83 4.03 3.56
Oppenheimer Capital Income Y OCIYX -0.60 -0.40 -1.03 1.40 4.53 4.07
JPMorgan Investor Conservative Growth A OICAX -0.49 -1.58 -1.92 -0.15 4.04 3.44
JPMorgan Investor Conservative Growth I ONCFX -0.47 -1.44 -1.85 0.10 4.27 3.69
Oppenheimer Conservative Inv R ONCIX -0.86 -2.42 -2.01 -0.74 3.51 2.76
Oppenheimer Capital Income C OPECX -0.72 -1.24 -1.21 0.42 3.53 3.05
Oppenheimer Capital Income A OPPEX -0.60 -0.56 -0.99 1.16 4.31 3.84
Oppenheimer Conservative Inv Y OYCIX -0.85 -2.09 -1.99 -0.24 4.00 3.24
Pacific Advisors Income & Equity A PADIX 0.23 -0.40 -1.09 2.79 4.12 3.19
T. Rowe Price Retirement Balanced Adv PARIX -0.50 -1.45 -2.01 0.21 4.83 3.59
Principal SAM Conservative Bal R5 PCBFX -0.34 -1.64 -2.14 0.23 4.93 4.12
Principal SAM Conservative Bal J PCBJX -0.34 -1.57 -2.13 0.33 5.00 4.16
Principal SAM Conservative Bal R4 PCBLX -0.34 -1.72 -2.17 0.12 4.81 4.00
Principal SAM Conservative Bal R3 PCBPX -0.34 -1.87 -2.14 0.00 4.61 3.81
Principal SAM Conservative Bal Inst PCCIX -0.34 -1.45 -2.08 0.49 5.19 4.38
Principal SAM Conservative Bal R2 PCNSX -0.34 -2.04 -2.26 -0.29 4.41 3.61
Principal SAM Conservative Bal R1 PCSSX -0.34 -2.11 -2.23 -0.33 4.29 3.48
Putnam Dynamic Risk Allocation B PDRBX -3.45 -6.41 -4.57 -3.36 3.85 1.63
Putnam Dynamic Risk Allocation A PDREX -3.46 -5.80 -4.48 -2.71 4.62 2.38
Putnam Dynamic Risk Allocation C PDRFX -3.44 -6.40 -4.56 -3.41 3.83 1.63
Putnam Dynamic Risk Allocation R6 PDRGX -3.37 -5.47 -4.31 -2.33 5.05 2.75
Putnam Dynamic Risk Allocation R PDRRX -3.39 -5.99 -4.50 -2.97 4.38 2.13
Putnam Dynamic Risk Allocation M PDRTX -3.47 -6.23 -4.58 -3.24 4.11 1.87
Putnam Dynamic Risk Allocation Y PDRYX -3.36 -5.62 -4.38 -2.44 4.90 2.65
Principal Global Div Inc A PGBAX -0.61 -3.60 -1.31 -1.82 4.55 3.81
Principal Global Div Inc R-6 PGBLX -0.67 -3.40 -1.31 -1.49 --- ---
Principal Global Div Inc C PGDCX -0.68 -4.22 -1.51 -2.51 3.74 3.02
Principal Global Div Inc Instl PGDIX -0.59 -3.35 -1.24 -1.45 4.88 4.13
Pacific Advisors Income & Equity C PIECX 0.25 -0.97 -1.21 2.00 3.34 2.43
Pioneer Multi-Asset Income C PMACX -1.40 -3.10 -2.39 -0.41 7.04 4.11
Pioneer Multi-Asset Income A PMAIX -1.25 -2.42 -2.19 0.37 7.92 4.97
Pacific Funds Port Optim Mod-Cnsrv Adv PMCDX -0.81 -3.15 -2.76 -1.40 4.45 3.45
Pioneer Multi-Asset Income K PMFKX -1.34 -0.60 -2.19 2.25 9.25 ---
Pioneer Multi-Asset Income R PMFRX -1.28 -2.78 -2.23 -0.06 7.38 ---
Pioneer Multi-Asset Income Y PMFYX -1.23 -2.25 -2.15 0.58 8.11 5.20
Pacific Funds Port Optim Mod-Cnsrv A POBAX -0.81 -3.39 -2.85 -1.67 4.17 3.20
Pacific Funds Port Optim Mod-Cnsrv B POBBX -0.83 -4.01 -3.00 -2.38 3.44 2.45
Pacific Funds Port Optim Mod-Cnsrv C POBCX -0.91 -4.01 -3.08 -2.37 3.41 2.45
Pacific Funds Port Optim Mod-Cnsrv R POBRX -0.90 -3.65 -2.96 -1.95 3.91 2.94
T. Rowe Price Personal Strat Inc I PPIPX -0.42 -1.15 -1.91 0.41 --- ---
Permanent Portfolio Permanent A PRPDX -1.61 -4.91 -2.30 -2.32 --- ---
Permanent Portfolio Permanent I PRPFX -1.58 -4.71 -2.22 -2.09 4.93 1.55
Permanent Portfolio Permanent C PRPHX -1.68 -5.55 -2.47 -3.07 --- ---
T. Rowe Price Personal Strat Inc PRSIX -0.47 -1.20 -1.91 0.30 5.86 4.63
QCI Balanced Institutional QCIBX -1.36 2.44 -0.60 5.53 6.85 ---
Oppenheimer Global Multi-Asset Income A QMAAX -1.29 -3.19 -3.45 -0.70 3.68 ---
Oppenheimer Global Multi-Asset Income C QMACX -1.37 -3.94 -3.66 -1.49 2.88 ---
Oppenheimer Global Multi-Asset Income I QMAIX -1.27 -3.09 -3.39 -0.45 3.92 ---
Oppenheimer Global Multi-Asset Income R QMARX -1.32 -3.54 -3.53 -1.00 3.36 ---
Oppenheimer Global Multi-Asset Income Y QMAYX -1.27 -3.03 -3.40 -0.50 3.88 ---
American Funds Retire Inc Port-Cnsrv R1 RARPX 0.09 -2.58 -1.48 -1.13 3.60 ---
RiverFront Asset Allocation Inc & Gr Inv RCABX -0.84 -2.98 -2.85 -1.27 3.18 2.53
RiverFront Asset Allocation Inc & Gr A RCCAX -0.93 --- -2.94 --- --- ---
RiverFront Asset Allocation Inc & Gr C RCCBX -0.85 -3.55 -2.98 -1.86 2.44 1.77
RiverFront Asset Allocation Inc & Gr I RCIBX -0.85 -2.65 -2.83 -0.96 3.47 2.79
American Funds Retire Inc Port-Cnsrv R2 RDRPX 0.19 -2.33 -1.41 -0.87 3.88 ---
American Funds Retire Inc Port-Cnsrv R2E RGRPX 0.19 -1.88 -1.31 -0.25 4.44 ---
Russell Inv Multi-Strategy Income M RGYTX -0.21 -2.04 -0.91 -0.51 --- ---
American Funds Retire Inc Port-Cnsrv R3 RJRPX 0.19 -2.12 -1.36 -0.60 4.05 ---
Invesco Income Allocation R RLIAX -0.25 -2.71 -1.73 -1.21 4.38 4.14
Rareview Longevity Inc Generation Retl RLIGX 0.82 -3.01 -1.10 0.50 --- ---
Russell Inv Lifepoints Moderate Strat A RMLAX -0.50 -3.32 -1.71 -2.34 3.93 3.05
Russell Inv Lifepoints Moderate Strat C RMLCX -0.61 -4.04 -1.93 -3.05 3.13 2.29
Russell Inv Lifepoints Moderate Strat E RMLEX -0.50 -3.45 -1.72 -2.39 3.84 2.99
Russell Inv Lifepoints Moderate Strat R1 RMLRX -0.49 -3.08 -1.63 -2.04 4.20 3.35
Russell Inv Lifepoints Moderate Strat S RMLSX -0.50 -3.22 -1.65 -2.10 4.10 3.26
Russell Inv Lifepoints Moderate Strat R4 RMLUX -0.50 -3.32 -1.70 -2.33 3.92 3.09
Russell Inv Lifepoints Moderate Strat R5 RMLVX -0.49 -3.52 -1.66 -2.51 3.68 2.85
American Funds Retire Inc Port-Cnsrv R4 RMRPX 0.19 -1.97 -1.25 -0.33 4.31 ---
Russell Inv Multi-Strategy Income A RMYAX -0.31 -2.42 -0.99 -0.90 4.90 ---
Russell Inv Multi-Strategy Income C RMYCX -0.31 -2.94 -1.08 -1.51 4.16 ---
Russell Inv Multi-Strategy Income E RMYEX -0.30 -2.37 -0.98 -0.78 4.96 ---
Russell Inv Multi-Strategy Income S RMYSX -0.21 -2.11 -0.83 -0.53 5.20 ---
Russell Inv Multi-Strategy Income Y RMYYX -0.21 -1.96 -0.78 -0.33 5.43 ---
RESQ Strategic Income A RQIAX -2.06 -10.52 -6.00 -9.92 -3.51 ---
RESQ Strategic Income C RQICX -2.09 -10.96 -6.13 -10.39 -4.09 ---
RESQ Strategic Income I RQIIX -2.06 -10.22 -5.91 -9.55 -3.10 ---
American Funds Retire Inc Port-Cnsrv R5 RQRPX 0.28 -1.65 -1.15 -0.04 4.49 ---
American Funds Retire Inc Port-Cnsrv R5E RROPX 0.19 -1.80 -1.25 -0.13 --- ---
T. Rowe Price Retirement Balanced R RRTIX -0.59 -1.67 -2.07 -0.04 4.57 3.33
American Funds Retire Inc Port-Cnsrv R6 RTRPX 0.19 -1.70 -1.21 0.00 4.58 ---
Rareview Longevity Inc Generation Instl RVIGX 0.82 -2.73 -1.04 0.84 --- ---
Spirit of America Income & Opp C SACOX -1.06 -4.59 -3.88 -3.19 --- ---
Principal SAM Conservative Bal A SAIPX -0.34 -1.69 -2.07 0.15 4.86 4.07
QS Defensive Growth C1 SBCLX -1.15 -2.89 -2.40 -1.03 3.81 2.94
QS Defensive Growth A SBCPX -1.10 -2.48 -2.25 -0.51 4.32 3.45
Saratoga Conservative Balanced Allc A SCAAX -0.89 -0.30 -2.16 --- --- ---
Principal SAM Conservative Bal C SCIPX -0.42 -2.34 -2.35 -0.60 4.04 3.27
SEI Core Market Strategy I (SAAT) SCMSX -0.88 -3.78 -2.59 -1.50 4.49 3.53
SEI Market Growth Strategy I (SAAT) SMGSX -1.04 -4.56 -3.05 -1.84 5.13 3.47
SEI Market Growth Strategy D (SAAT) SMKDX -1.10 -4.94 -3.21 -2.30 4.59 2.92
SEI Moderate Strategy F (SAAT) SMOAX 0.00 -1.85 -1.28 -0.02 4.21 3.53
SEI Moderate Strategy D (SAAT) SMSDX 0.00 -2.49 -1.45 -0.76 3.44 2.73
SEI Moderate Strategy I (SAAT) SMSIX 0.00 -2.08 -1.31 -0.20 3.98 3.28
Spirit of America Income & Opp A SOAOX -0.89 -3.98 -3.58 -2.49 4.26 3.36
SEI Core Market Strategy F (SAAT) SOKAX -0.96 -3.92 -2.65 -1.64 4.59 3.30
DWS Multi-Asset Conservative Allc S SPBAX -0.87 -3.26 -2.91 -1.20 3.42 2.93
DWS Multi-Asset Conservative Allc A SPDAX -0.87 -3.51 -2.97 -1.45 3.18 2.69
DWS Multi-Asset Conservative Allc C SPDCX -0.95 -4.13 -3.15 -2.19 2.41 1.92
SEI Market Growth Strategy F (SAAT) SRWAX -1.02 -4.31 -3.03 -1.56 5.40 3.73
Saratoga Conservative Balanced Allc C SUMCX -0.89 -0.30 -2.16 --- --- ---
Schwab MarketTrack Conservative SWCGX -0.44 -1.70 -2.38 0.32 4.61 3.81
Schwab® Monthly Income Mod Payout SWJRX -0.21 -3.96 -3.00 -1.85 3.82 3.45
Schwab® Monthly Income Enh Payout SWKRX -0.09 -3.24 -2.25 -1.72 2.92 2.86
Transamerica Asset Allocation Cnsrv I TACIX -0.93 -2.77 -2.43 -0.96 4.22 3.57
Transamerica Asset Allocation Cnsrv T1 TACQX -0.93 -2.86 -2.47 -1.08 --- ---
Transamerica Asset Allocation Cnsrv Adv TACVX -0.83 -2.83 -2.45 -1.04 --- ---
American Funds Tax-Advtg Gr & Inc A TAIAX 0.08 -0.31 -1.48 2.20 6.66 6.23
American Funds Tax-Advtg Gr & Inc C TAICX 0.00 -0.87 -1.66 1.52 5.92 5.49
American Funds Tax-Advtg Gr & Inc F-1 TAIFX 0.00 -0.32 -1.49 2.21 6.65 6.23
Transamerica Strategic High Income A TASHX -0.91 0.51 -1.73 3.77 7.42 ---
Transamerica Strategic High Income Adv TASKX -0.90 0.69 -1.67 4.05 --- ---
Touchstone Dynamic Diversified Income A TBAAX -0.87 -2.05 -2.14 0.07 4.64 3.45
Touchstone Dynamic Diversified Income C TBACX -0.86 -2.63 -2.25 -0.57 3.90 2.69
Touchstone Dynamic Diversified Income Y TBAYX -0.78 -1.78 -1.99 0.40 4.95 3.73
Thrivent Moderately Cnsrv Allocation A TCAAX -0.66 -1.74 -2.09 0.20 4.46 3.73
Thrivent Moderately Cnsrv Allocation S TCAIX -0.58 -1.46 -2.01 0.47 4.74 4.05
Timothy Plan Conservative Growth A TCGAX -1.25 -5.44 -3.30 -3.64 2.23 1.32
Transamerica Strategic High Income C TCSHX -0.91 -0.16 -1.93 3.00 6.63 ---
TIAA-CREF Lifestyle Conservative Instl TCSIX -0.90 -2.12 -2.78 -0.29 4.98 4.23
Transamerica Strategic High Income T1 TCSWX -0.81 0.58 -1.68 3.95 --- ---
Timothy Plan Conservative Growth C TCVCX -1.38 -6.16 -3.53 -4.39 1.45 0.55
Timothy Plan Growth & Income C TGCIX -1.18 -8.07 -5.47 -6.20 -0.75 -0.20
Timothy Plan Growth & Income A TGIAX -1.14 -7.52 -5.35 -5.52 -0.02 0.54
TCW Conservative Allocation I TGPCX -0.93 -1.01 -2.82 0.54 3.21 3.54
TCW Conservative Allocation N TGPNX -0.93 -1.35 -2.90 0.15 2.74 3.03
Thrivent Diversified Income Plus S THYFX -0.48 0.05 -1.51 1.56 5.06 4.17
Timothy Plan Growth & Income I TIGIX -1.14 -7.35 -5.25 -5.27 0.24 0.75
TIAA-CREF Lifestyle Conservative Advisor TLSHX -0.90 -2.23 -2.79 -0.32 --- ---
TIAA-CREF Lifestyle Conservative Premier TLSPX -0.90 -2.22 -2.73 -0.42 4.82 4.06
Transamerica Asset Allocation Mod I TMMIX -1.19 -3.32 -3.16 -0.87 5.13 4.14
Transamerica Asset Allocation Mod T1 TMMTX -1.18 -3.38 -3.14 -1.01 --- ---
Transamerica Asset Allocation Mod Adv TMMVX -1.18 -3.39 -3.15 -0.96 --- ---
1290 DoubleLine Dynamic Allocation I TNVDX -0.84 -0.47 -2.29 1.91 --- ---
1290 DoubleLine Dynamic Allocation A TNXAX -0.84 -0.65 -2.30 1.74 --- ---
1290 DoubleLine Dynamic Allocation R TNYRX -0.84 -0.84 -2.30 1.49 --- ---
T. Rowe Price Retirement Balanced I TRPTX -0.60 -1.22 -1.97 0.46 5.18 ---
T. Rowe Price Retirement Balanced TRRIX -0.55 -1.24 -1.95 0.46 5.07 3.84
TIAA-CREF Lifestyle Conservative Retail TSCLX -0.90 -2.40 -2.85 -0.56 4.67 3.94
TIAA-CREF Lifestyle Conservative Retire TSCTX -0.90 -2.31 -2.76 -0.46 4.72 3.98
Transamerica Strategic High Income I TSHIX -0.82 0.70 -1.58 4.03 7.70 ---
American Century Strat Allc: Cnsrv Inv TWSCX -0.88 -1.95 -2.82 0.10 4.61 3.80
American Funds Tax-Advtg Gr & Inc F-2 TXIFX 0.08 -0.05 -1.41 2.47 6.95 6.51
American Funds Tax-Advtg Gr & Inc F-3 TYIFX 0.08 0.01 -1.39 2.57 --- ---
USAA Cornerstone Moderately Cnsrv UCMCX -0.55 -3.92 -2.53 -1.96 3.74 2.67
USAA Growth and Tax Strategy USBLX -0.15 0.91 -2.02 3.47 7.04 6.69
USAA Cornerstone Moderate USBSX -0.63 -3.71 -2.81 -1.39 4.31 3.04
VALIC Company II Cnsrv Gr Lifestyle VCGLX -0.92 -3.26 -2.80 -0.89 4.21 3.32
Vanguard Global Wellesley Income Inv VGWIX -0.31 -2.86 -2.06 -1.20 --- ---
Vanguard Global Wellesley Income Admiral VGYAX -0.29 -2.81 -2.08 -1.10 --- ---
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX -0.15 -1.46 -1.96 0.39 5.07 4.48
Vanguard Tax-Managed Balanced Adm VTMFX -0.07 1.46 -1.81 3.75 7.03 6.67
Vanguard Wellesley® Income Admiral™ VWIAX 0.41 -1.25 -0.95 0.94 5.81 5.43
Vanguard Wellesley® Income Inv VWINX 0.39 -1.34 -1.00 0.84 5.72 5.35
Voya Solution Moderately Cnsrv Port R6 VYRNX -0.31 -1.73 -1.91 0.39 --- ---
Weitz Balanced WBALX 0.58 1.87 -1.08 3.43 5.42 4.10
Wells Fargo Moderate Balanced C WFBCX -0.41 -1.48 -2.23 0.10 3.95 3.54
Wells Fargo Moderate Balanced A WFMAX -0.35 -0.88 -2.05 0.83 4.73 4.32
Wells Fargo Moderate Balanced Instl WFMYX -0.31 --- -1.94 --- --- ---
InvestEd Conservative WICAX 0.00 -0.56 -1.67 1.23 3.80 3.03
Wells Fargo WealthBuilder Mod Bal C WMBFX -0.55 -2.78 -2.56 -0.90 3.86 2.83
Wells Fargo WealthBuilder Mod Bal A WMBGX -0.56 -2.21 -2.42 -0.15 --- ---
Wells Fargo WealthBuilder Mod Bal Instl WMBZX -0.47 --- -2.23 --- --- ---
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