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

Data through 12/7/2018. 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 -2.10 -3.26 -3.58 -2.33 3.99 3.20
Thrivent Balanced Income Plus A AABFX -3.65 -2.85 -5.13 -1.92 4.49 4.20
American Century Strat Allc: Cnsrv C AACCX -2.50 -3.96 -4.68 -3.18 2.75 2.56
American Century Strat Allc: Cnsrv R6 AACDX -2.46 -2.75 -4.44 -1.95 4.18 3.97
American Century Strat Allc: Cnsrv R5 AACGX -2.46 -2.85 -4.30 -1.92 --- ---
American Century Strat Allc: Cnsrv R AACRX -2.47 -3.33 -4.49 -2.59 3.31 3.10
Thrivent Diversified Income Plus A AAHYX -2.30 -1.52 -3.29 -0.87 4.35 3.58
AB Conservative Wealth Strategy A ABPAX -2.19 -4.20 -3.16 -3.51 2.18 2.19
AB Conservative Wealth Strategy B ABPBX -2.24 -4.83 -3.36 -4.22 1.38 1.43
AB Conservative Wealth Strategy C ABPCX -2.29 -4.86 -3.35 -4.23 1.39 1.44
AB Conservative Wealth Strategy Advisor ABPYX -2.17 -3.94 -3.07 -3.31 2.43 2.46
Footprints Discover Value ABSOX -6.99 -17.50 -13.79 --- --- ---
Columbia Capital Allocation Mod A ABUAX -3.33 -3.95 -5.23 -2.79 4.95 4.63
American Century Strat Allc: Cnsrv A ACCAX -2.46 -3.18 -4.59 -2.37 3.52 3.36
American Century Strat Allc: Cnsrv I ACCIX -2.46 -2.86 -4.48 -2.09 4.00 3.81
Yorktown Multi-Asset Income C AFFCX -3.52 -3.81 -5.25 -3.16 --- ---
Yorktown Multi-Asset Income L AFFIX -3.56 -3.78 -5.26 -3.15 6.36 2.32
AB Tax-Managed All Market Income A AGIAX -1.37 -3.27 -3.00 -3.13 2.82 2.81
AB Tax-Managed All Market Income B AGIBX -1.56 -4.07 -3.29 -3.91 2.02 2.02
AB Tax-Managed All Market Income C AGICX -1.49 -4.01 -3.30 -3.88 2.01 2.04
AB Tax-Managed All Market Income Adv AGIYX -1.43 -3.12 -3.01 -2.96 3.04 3.06
AllianzGI Income & Growth P AIGPX -4.50 -1.01 -6.79 0.08 6.87 5.24
AllianzGI Income & Growth R AIGRX -4.56 -1.47 -6.89 -0.39 6.34 4.70
Invesco Income Allocation A ALAAX -0.91 -2.75 -1.99 -2.24 4.46 4.40
Invesco Income Allocation Y ALAYX -0.89 -2.52 -1.93 -1.99 4.72 4.66
American Century Multi-Asset Income A AMJAX -2.54 -3.43 -3.19 -2.64 5.47 ---
American Century Multi-Asset Income C AMJCX -2.59 -4.17 -3.37 -3.35 4.66 ---
American Century Multi-Asset Income R5 AMJGX -2.50 -3.04 -3.08 -2.20 --- ---
American Century Multi-Asset Income I AMJIX -2.50 -3.04 -3.08 -2.21 5.91 ---
American Century Multi-Asset Income R6 AMJRX -2.49 -2.91 -3.05 -2.07 6.07 ---
American Century Multi-Asset Income Inv AMJVX -2.62 -3.31 -3.14 -2.50 5.66 ---
American Century Multi-Asset Income R AMJWX -2.66 -3.74 -3.25 -2.98 5.18 ---
American Century Multi-Asset Income Y AMJYX -2.59 -3.01 -3.05 -2.07 --- ---
American Century Multi-Asset Rl Ret R5 AMRUX -2.36 -1.70 -4.42 -0.66 --- ---
Columbia Capital Allocation Mod C AMTCX -3.36 -4.62 -5.38 -3.47 4.17 3.86
American Century One Choice Cnsrv Inv AOCIX -2.51 -3.27 -4.58 -2.47 3.94 3.82
American Century One Choice Cnsrv R AORSX -2.59 -3.84 -4.71 -3.03 3.40 ---
Yorktown Multi-Asset Income Instl APIIX -3.41 -2.89 -4.99 -2.13 7.45 3.36
Yorktown Multi-Asset Income A APIUX -3.52 -3.37 -5.15 -2.64 6.91 2.84
AB Conservative Wealth Strategy R APPRX -2.19 -4.52 -3.25 -3.90 1.75 1.79
AB Conservative Wealth Strategy I APWIX -2.23 -3.98 -3.11 -3.32 2.38 2.42
AB Conservative Wealth Strategy K APWKX -2.19 -4.29 -3.17 -3.58 2.07 2.10
American Century Multi-Asset Rl Ret A ASIDX -2.39 -2.10 -4.59 -1.15 4.11 0.23
American Century Multi-Asset Rl Ret I ASINX -2.36 -1.63 -4.41 -0.59 4.62 0.70
American Century Multi-Asset Rl Ret Inv ASIOX -2.37 -1.88 -4.49 -0.83 4.41 0.50
American Century Multi-Asset Rl Ret R ASIUX -2.42 -2.24 -4.61 -1.27 3.90 0.00
American Century Multi-Asset Rl Ret C ASIZX -2.49 -2.74 -4.77 -1.84 3.36 -0.51
AllianzGI Income & Growth A AZNAX -4.54 -1.25 -6.84 -0.15 6.61 4.98
AllianzGI Income & Growth C AZNCX -4.60 -1.98 -7.02 -0.95 5.81 4.18
AllianzGI Income & Growth Institutional AZNIX -4.45 -0.83 -6.71 0.27 7.00 5.35
BlackRock Multi-Asset Income Investor A BAICX -1.96 -2.24 -2.42 -1.51 4.00 3.40
BlackRock 40/60 Target Allocation Inv A BAMPX -1.61 -2.19 -3.09 -1.32 3.88 4.29
Sterling Capital Diversified Inc C BCCCX -2.39 -3.50 -3.02 -2.39 2.96 2.62
Sterling Capital Diversified Inc A BCGAX -2.31 -2.81 -2.82 -1.63 3.73 3.36
BlackRock Multi-Asset Income Investor C BCICX -1.93 -2.85 -2.61 -2.18 3.22 2.65
BlackRock 40/60 Target Allocation Inv C BCMPX -1.73 -2.90 -3.31 -2.08 3.11 3.51
BlackRock Multi-Asset Income Instl BIICX -1.93 -2.00 -2.35 -1.26 4.26 3.66
BlackRock 40/60 Target Allocation Instl BIMPX -1.60 -1.93 -3.06 -0.97 4.22 4.64
BlackRock Multi-Asset Income Portfolio K BKMIX -1.93 -1.96 -2.43 -1.22 --- ---
BlackRock 40/60 Target Allocation K BKMPX -1.60 -1.84 -2.98 -0.95 --- ---
BMO Moderate Allocation I BMBHX -2.38 -3.28 -4.16 -2.39 4.22 ---
BMO Moderate Allocation R3 BMBQX -2.39 -3.68 -4.18 -2.85 3.72 ---
BMO Moderate Allocation R6 BMBTX -2.28 -3.08 -4.07 -2.19 4.41 ---
BMO Moderate Allocation Y BMBYX -2.38 -3.48 -4.17 -2.67 3.96 ---
Sterling Capital Diversified Inc Instl BMGTX -2.36 -2.65 -2.81 -1.46 4.00 3.63
BlackRock 40/60 Target Allocation R BRMPX -1.62 -2.29 -3.11 -1.41 3.72 4.14
Invesco Conservative Allocation A CAAMX -1.77 -3.08 -3.11 -2.48 3.33 2.74
Invesco Conservative Allocation Y CAAYX -1.77 -2.82 -2.96 -2.16 3.62 3.01
Invesco Conservative Allocation C CACMX -1.88 -3.76 -3.24 -3.20 2.57 1.97
Calvert Conservative Allocation C CALCX -1.62 -2.32 -3.21 -1.67 3.15 3.14
Federated Capital Income A CAPAX -3.26 -4.48 -4.86 -3.61 3.82 1.94
Federated Capital Income B CAPBX -3.31 -5.25 -5.16 -4.46 3.02 1.17
Federated Capital Income C CAPCX -3.32 -5.14 -5.05 -4.35 3.03 1.17
Federated Capital Income F CAPFX -3.26 -4.49 -4.99 -3.75 3.81 1.93
Federated Capital Income R CAPRX -3.26 -4.64 -4.89 -3.81 3.58 1.77
Federated Capital Income Institutional CAPSX -3.11 -4.25 -4.79 -3.36 4.08 2.22
Cornerstone Advisors Real Assets Instl CAREX -3.04 -5.42 -5.14 -1.50 4.58 -2.48
Columbia Capital Allocation Mod R CBMRX -3.43 -4.23 -5.31 -3.05 4.67 4.36
Columbia Capital Allocation Mod Inst CBMZX -3.34 -3.68 -5.10 -2.54 5.22 4.90
Calvert Conservative Allocation A CCLAX -1.54 -1.63 -3.05 -0.92 3.94 4.03
Calvert Conservative Allocation I CFAIX -1.54 -1.27 -2.99 -0.61 --- ---
Columbia Flexible Capital Income Adv CFCRX -3.68 -3.07 -5.59 -2.04 8.91 5.37
Columbia Flexible Capital Income Inst3 CFCYX -3.64 -2.97 -5.56 -1.91 --- ---
Columbia Flexible Capital Income A CFIAX -3.71 -3.34 -5.69 -2.30 8.65 5.10
Columbia Flexible Capital Income C CFIGX -3.81 -3.98 -5.83 -2.97 7.83 4.32
Columbia Flexible Capital Income R CFIRX -3.71 -3.53 -5.68 -2.47 8.36 4.83
Columbia Flexible Capital Income T CFIWX -3.70 -3.27 -5.62 -2.22 8.65 5.10
Columbia Flexible Capital Income Inst CFIZX -3.71 -3.09 -5.63 -2.05 8.89 5.36
American Funds College 2024 529A CFTAX -0.17 -0.50 -0.75 0.12 4.12 3.99
Columbia Flexible Capital Income Inst2 CFXRX -3.67 -3.04 -5.58 -2.01 8.96 5.44
Columbia Capital Alloc Mod Cnsrv Adv CHWRX -2.08 -2.87 -3.63 -1.98 4.02 3.94
Columbia Multi-Asset Income C CLCNX -2.70 -3.90 -4.26 -3.16 4.06 ---
AdvisorOne CLS Growth and Income N CLERX -3.04 -4.67 -3.99 -3.13 4.28 2.79
Invesco Income Allocation C CLIAX -0.97 -3.41 -2.18 -2.96 3.68 3.61
Columbia Capital Alloc Mod Cnsrv R CLIRX -2.15 -3.30 -3.71 -2.45 3.50 3.44
Columbia Multi-Asset Income A CLNAX -2.64 -3.14 -4.08 -2.43 4.84 ---
Columbia Multi-Asset Income Adv CLNFX -2.62 -2.92 -4.02 -2.19 5.11 ---
Columbia Multi-Asset Income Inst2 CLNVX -2.51 -2.88 -4.01 -2.04 5.19 ---
Columbia Multi-Asset Income T CLNWX -2.64 -3.24 -4.18 -2.43 4.85 ---
Columbia Multi-Asset Income Inst CLNZX -2.62 -3.02 -4.12 -2.19 5.10 ---
Columbia Capital Alloc Mod Cnsrv Inst2 CLRRX -2.08 -2.77 -3.53 -1.96 4.10 4.00
Invesco Conservative Allocation R5 CMAIX -1.76 -2.76 -2.93 -2.18 3.67 3.05
Crawford Multi-Asset Income CMALX -2.18 -1.03 -3.93 -1.00 --- ---
Invesco Conservative Allocation R CMARX -1.78 -3.20 -3.09 -2.67 3.11 2.50
Invesco Conservative Allocation S CMASX -1.77 -2.92 -2.99 -2.38 3.47 2.86
Columbia Multi-Asset Income Inst3 CMUYX -2.62 -2.94 -4.01 -2.10 --- ---
Invesco Conservative Allocation R6 CNSSX -1.76 -2.76 -3.02 -2.18 --- ---
Columbia Capital Allocation Mod Inst2 CPAMX -3.38 -3.72 -5.15 -2.56 5.22 4.94
Columbia Capital Allocation Mod Adv CPCZX -3.28 -3.72 -5.15 -2.57 5.21 4.90
Columbia Capital Alloc Mod Cnsrv Inst3 CPDGX -2.11 -2.77 -3.57 -1.93 4.10 4.06
Columbia Capital Allocation Mod Inst3 CPDMX -3.28 -3.60 -5.14 -2.50 5.31 5.02
American Funds College 2024 529C CTFCX -0.17 -1.19 -0.93 -0.61 3.33 3.19
American Funds College 2024 529E CTFEX -0.17 -0.67 -0.84 -0.09 3.87 3.72
American Funds College 2024 529F1 CTFFX -0.08 -0.25 -0.67 0.40 4.37 4.22
MFS® Diversified Income A DIFAX -0.29 -1.22 -0.98 -0.48 4.98 4.70
MFS® Diversified Income C DIFCX -0.24 -1.84 -1.08 -1.23 4.23 3.93
MFS® Diversified Income R1 DIFDX -0.27 -1.84 -1.08 -1.16 4.23 3.94
MFS® Diversified Income R2 DIFEX -0.23 -1.37 -0.96 -0.73 4.75 4.45
MFS® Diversified Income R3 DIFFX -0.29 -1.22 -0.98 -0.56 4.98 4.70
MFS® Diversified Income R4 DIFGX -0.27 -0.99 -0.91 -0.31 5.24 4.96
MFS® Diversified Income R6 DIFHX -0.26 -0.90 -0.89 -0.13 5.38 5.06
MFS® Diversified Income I DIFIX -0.18 -0.99 -0.83 -0.23 5.24 4.96
Meeder Moderate Allocation Adviser DVOAX -1.56 -1.95 -4.27 -0.77 --- ---
Meeder Moderate Allocation Institutional DVOIX -1.56 -1.78 -4.18 -0.55 --- ---
MFS® Conservative Allocation 529B EBCAX -1.60 -2.31 -3.47 -1.60 3.58 2.87
MFS® Conservative Allocation 529C ECACX -1.61 -2.37 -3.47 -1.66 3.56 2.85
MFS® Conservative Allocation 529A ECLAX -1.51 -1.66 -3.30 -0.88 4.36 3.64
Manning & Napier Pro-Blend Mod Term S EXBAX -1.35 -2.21 -2.88 -1.24 3.37 2.52
Manning & Napier Pro-Blend Cnsrv Term S EXDAX -0.81 -1.26 -1.90 -0.60 3.35 2.67
Morningstar Ult Stock-Pick 5 ER USD F00000Y8Y1 -0.13 1.12 -2.39 2.11 3.56 2.50
Fairholme Allocation FAAFX -2.83 -18.17 -4.81 -13.31 -4.63 -6.72
American Funds Retire Inc Port-Cnsrv F1 FAFWX -0.84 -2.22 -1.66 -1.43 3.92 ---
Fidelity Asset Manager® 50% FASMX -3.06 -3.49 -5.31 -2.18 5.05 4.57
Fidelity Advisor® Multi-Asset Income I FAYZX -1.49 -0.96 -1.95 0.19 4.88 ---
Fidelity Advisor® Multi-Asset Income M FAZYX -1.51 -1.19 -2.01 -0.06 4.61 ---
Franklin Income C FCISX -3.08 -3.13 -3.58 -1.90 5.93 3.10
American Funds Retire Inc Port-Cnsrv F2 FDFWX -0.74 -1.86 -1.51 -1.08 4.18 ---
Fidelity Advisor Asset Manager® 50% A FFAMX -3.07 -3.78 -5.40 -2.50 4.72 4.25
Fidelity Asset Manager® 40% FFANX -2.17 -2.65 -4.14 -1.53 4.54 4.16
Fidelity Advisor Asset Manager® 50% C FFCMX -3.09 -4.44 -5.50 -3.18 3.94 3.46
Fidelity Advisor Asset Manager® 50% I FFIMX -3.01 -3.51 -5.26 -2.21 5.02 4.53
Fidelity Advisor Asset Manager® 40% A FFNAX -2.26 -2.97 -4.21 -1.84 4.22 3.82
Fidelity Advisor Asset Manager® 40% C FFNCX -2.36 -3.68 -4.50 -2.67 3.42 3.02
Fidelity Advisor Asset Manager® 40% I FFNIX -2.26 -2.68 -4.15 -1.64 4.50 4.12
Fidelity Advisor Asset Manager® 40% M FFNTX -2.26 -3.18 -4.29 -2.20 3.94 3.54
Fidelity Advisor Asset Manager® 50% M FFTMX -3.13 -4.01 -5.46 -2.74 4.44 3.98
American Funds Retire Inc Port-Cnsrv F3 FICWX -0.84 -1.88 -1.49 -1.09 --- ---
Fidelity Advisor Asset Manager® 40% Z FIKYX -2.26 --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% Z FIKZX -3.01 --- --- --- --- ---
Franklin Income R FISRX -3.17 -3.04 -3.65 -1.78 6.13 3.28
Fidelity Advisor® Multi-Asset Income Z FIWBX -1.50 --- --- --- --- ---
Franklin Income A1 FKINX -3.08 -2.64 -3.50 -1.40 6.56 3.68
Franklin Income A FKIQX -2.66 --- --- --- --- ---
Meeder Moderate Allocation Retail FLDOX -1.57 -2.13 -4.27 -0.97 7.79 ---
Federated Muni and Stock Advantage B FMNBX -2.13 -3.94 -4.20 -3.18 3.69 3.35
Fidelity® Multi-Asset Income FMSDX -1.50 --- -2.04 --- --- ---
Federated Muni and Stock Advantage A FMUAX -2.07 -3.27 -4.01 -2.45 4.46 4.12
Federated Muni and Stock Advantage C FMUCX -2.13 -3.94 -4.12 -3.10 3.69 3.35
Federated Muni and Stock Advantage F FMUFX -2.07 -3.27 -4.01 -2.45 4.46 4.12
Federated Muni and Stock Advantage Instl FMUIX -2.05 -3.05 -3.95 -2.13 4.72 4.38
Franklin Income R6 FNCFX -3.10 -2.49 -3.49 -1.24 6.65 3.91
Franklin Income Adv FRIAX -3.10 -2.54 -3.51 -1.29 6.76 3.85
Nuveen Strategy Conservative Allc A FSFIX -2.50 -6.49 -4.88 -5.66 1.56 1.90
Nuveen Strategy Conservative Allc I FSFYX -2.48 -6.18 -4.82 -5.41 1.84 2.17
Nuveen Strategy Conservative Allc C FSJCX -2.59 -7.18 -5.10 -6.49 0.78 1.13
Nuveen Strategy Conservative Allc R3 FSJSX -2.62 -6.73 -4.96 -5.93 1.30 1.65
Franklin Conservative Allocation C FTCCX -2.43 -2.26 -3.14 -1.70 3.17 2.30
Franklin Conservative Allocation A FTCIX -2.31 -1.56 -2.96 -0.99 3.95 3.07
Franklin Conservative Allocation R FTCRX -2.32 -1.75 -2.97 -1.20 3.69 2.81
Franklin Conservative Allocation Advisor FTCZX -2.31 -1.31 -2.89 -0.73 4.23 3.34
Fidelity Advisor® Multi-Asset Income A FWATX -1.51 -1.19 -2.01 -0.06 4.61 ---
Fidelity Advisor® Multi-Asset Income C FWBTX -1.55 -1.92 -2.17 -0.74 3.83 ---
Aberdeen Diversified Income Instl Svc GAMSX -3.22 -4.99 -2.82 -4.32 4.28 3.38
GuideStone Funds Balanced Allc Instl GBAYX -2.32 -3.13 -4.07 -2.16 4.98 ---
GuideStone Funds Balanced Allc Inv GGIZX -2.33 -3.37 -4.16 -2.40 4.71 3.30
Goldman Sachs Income Builder P GGKPX -2.16 --- -2.91 --- --- ---
Goldman Sachs Income Builder Inv GKIRX -2.18 -2.16 -2.95 -1.48 4.49 3.42
James Balanced: Golden Rainbow R GLRBX -4.00 -8.36 -6.84 -7.74 -0.18 1.72
James Balanced: Golden Rainbow Instl GLRIX -3.91 -8.10 -6.73 -7.49 0.08 1.98
Aberdeen Diversified Income A GMAAX -3.29 -5.04 -2.88 -4.38 4.02 3.10
Aberdeen Diversified Income C GMACX -3.37 -5.68 -3.06 -5.05 3.29 2.39
Aberdeen Diversified Income I GMAIX -3.21 -4.79 -2.75 -4.06 4.36 3.43
Nationwide Inv Dest Mod Cnsrv R6 GMIMX -2.36 -2.32 -3.78 -1.51 4.33 3.77
Nationwide Inv Dest Mod Cnsrv R GMMRX -2.48 -3.02 -3.98 -2.27 3.64 3.08
Aberdeen Diversified Income R GMRRX -3.32 -5.42 -2.99 -4.71 3.74 2.75
Goldman Sachs Income Builder C GSBCX -2.26 -3.05 -3.21 -2.47 3.45 2.40
Goldman Sachs Income Builder A GSBFX -2.20 -2.38 -3.02 -1.75 4.24 3.17
Goldman Sachs Income Builder Instl GSBIX -2.16 -1.98 -2.91 -1.33 4.66 3.58
Goldman Sachs Income Builder R6 GSBUX -2.16 -2.02 -2.95 -1.37 4.65 ---
Guggenheim Diversified Income A GUDAX -0.96 -1.70 -1.67 -1.15 --- ---
Guggenheim Diversified Income C GUDCX -1.02 -2.40 -1.86 -1.88 --- ---
Guggenheim Diversified Income Instl GUDIX -0.98 -1.48 -1.61 -0.91 --- ---
Guggenheim Diversified Income P GUDPX -0.96 -1.69 -1.67 -1.15 --- ---
Hartford Multi-Asset Income A HAFAX -1.66 -0.33 -2.40 0.12 5.21 ---
Hartford Multi-Asset Income F HAFDX -1.64 -0.11 -2.33 0.35 --- ---
Hartford Multi-Asset Income I HAFIX -1.65 -0.20 -2.36 0.26 5.39 ---
Hartford Multi-Asset Income R3 HAFRX -1.67 -0.38 -2.40 0.06 5.05 ---
Hartford Multi-Asset Income R4 HAFSX -1.66 -0.31 -2.28 0.24 5.23 ---
Hartford Multi-Asset Income R5 HAFTX -1.65 -0.22 -2.36 0.24 5.36 ---
Hartford Multi-Asset Income Y HAFYX -1.64 -0.12 -2.33 0.35 5.48 ---
Hartford Multi-Asset Income C HAICX -1.73 -0.98 -2.59 -0.60 4.52 ---
Hartford Balanced Income A HBLAX -1.49 -3.15 -2.47 -2.18 5.90 5.48
Hartford Balanced Income C HBLCX -1.58 -3.88 -2.70 -2.95 5.12 4.70
Hartford Balanced Income F HBLFX -1.42 -2.84 -2.39 -1.85 --- ---
Hartford Balanced Income I HBLIX -1.49 -2.89 -2.41 -1.93 6.19 5.75
Hartford Balanced Income R3 HBLRX -1.55 -3.48 -2.56 -2.53 5.56 5.15
Hartford Balanced Income R4 HBLSX -1.55 -3.25 -2.55 -2.29 5.86 5.46
Hartford Balanced Income R5 HBLTX -1.48 -2.90 -2.40 -1.94 6.18 5.75
Hartford Balanced Income R6 HBLVX -1.47 -2.88 -2.44 -1.91 6.27 ---
Hartford Balanced Income Y HBLYX -1.47 -2.91 -2.45 -1.96 6.24 5.81
HCM Income Plus A HCMEX -4.49 -1.70 -6.38 -1.11 --- ---
HCM Income Plus Investor HCMKX -4.63 -2.37 -6.62 -1.88 --- ---
Hartford Conservative Allocation A HCVAX -1.64 -2.39 -2.95 -1.63 3.52 1.70
Hartford Conservative Allocation C HCVCX -1.77 -3.10 -3.19 -2.43 2.71 0.93
Hartford Conservative Allocation F HCVFX -1.64 -2.11 -2.94 -1.27 --- ---
Hartford Conservative Allocation I HCVIX -1.64 -2.20 -2.95 -1.42 3.78 1.96
Hartford Conservative Allocation R3 HCVRX -1.74 -2.68 -3.05 -1.93 3.23 1.40
Hartford Conservative Allocation R4 HCVSX -1.64 -2.30 -2.95 -1.55 3.57 1.74
Hartford Conservative Allocation R5 HCVTX -1.63 -2.10 -2.94 -1.26 3.86 2.03
Thrivent Balanced Income Plus S IBBFX -3.58 -2.56 -4.99 -1.62 4.85 4.57
Transamerica Asset Allocation Cnsrv A ICLAX -1.67 -3.56 -3.21 -2.57 3.51 3.20
Transamerica Asset Allocation Cnsrv B ICLBX -1.76 -4.49 -3.44 -3.50 2.56 2.32
Transamerica Asset Allocation Cnsrv C ICLLX -1.78 -4.33 -3.44 -3.36 2.68 2.44
Transamerica Asset Allocation Cnsrv R ICVRX -1.65 -3.98 -3.29 -2.90 3.10 2.82
Invesco Income Allocation R6 IIASX -0.89 -2.53 -1.93 -1.99 --- ---
Invesco Income Allocation R5 ILAAX -0.89 -2.53 -1.93 -1.99 4.69 4.66
Ivy Apollo Multi-Asset Income A IMAAX -2.39 -2.14 -3.02 -1.10 4.72 ---
Ivy Apollo Multi-Asset Income C IMACX -2.40 -2.75 -3.11 -1.74 4.00 ---
Ivy Apollo Multi-Asset Income I IMAIX -2.39 -1.83 -2.93 -0.72 5.06 ---
Ivy Apollo Multi-Asset Income Y IMAYX -2.30 -2.02 -2.91 -0.97 4.80 ---
Transamerica Asset Allocation Mod R IMDRX -2.81 -5.07 -4.83 -3.65 3.78 3.35
Transamerica Asset Allocation Mod A IMOAX -2.79 -4.81 -4.81 -3.45 4.03 3.60
Transamerica Asset Allocation Mod B IMOBX -2.81 -5.62 -4.94 -4.27 3.13 2.73
Transamerica Asset Allocation Mod C IMOLX -2.90 -5.55 -4.92 -4.17 3.23 2.83
Ivy Apollo Multi-Asset Income N IMURX -2.30 -1.60 -2.82 -0.57 5.21 ---
Voya Retirement Moderate Port I IRMIX -2.35 -3.30 -4.09 -2.32 4.46 3.97
Voya Retirement Moderate Port A IRMPX -2.38 -3.63 -4.13 -2.64 4.10 3.62
Voya Strategic Allocation Cnsrv Port I ISAIX -1.73 -2.55 -3.02 -1.60 4.08 4.18
Voya Strategic Allocation Cnsrv Port S ISCVX -1.74 -2.76 -3.12 -1.81 3.82 3.94
Lord Abbett Multi-Asset Income A ISFAX -3.44 -3.99 -5.77 -3.19 4.23 2.95
Lord Abbett Multi-Asset Income C ISFCX -3.52 -4.60 -5.93 -3.88 3.46 2.19
Lord Abbett Multi-Asset Income F3 ISFOX -3.44 -3.71 -5.67 -2.88 --- ---
Lord Abbett Multi-Asset Income I ISFYX -3.44 -3.72 -5.74 -2.96 4.49 3.21
Voya Solution Moderately Cnsrv Port A ISPGX -1.90 -3.06 -3.44 -2.18 3.71 3.60
Voya Solution Moderately Cnsrv Port I ISPRX -1.83 -2.63 -3.30 -1.69 4.28 4.13
Voya Solution Moderately Cnsrv Port S ISPSX -1.87 -2.91 -3.37 -1.95 3.99 3.85
Voya Solution Moderately Cnsrv Port S2 ISPTX -1.79 -3.01 -3.31 -2.04 3.84 3.71
JHancock Multimanager Lifestyle Mod A JALMX -2.01 -3.67 -3.50 -3.02 3.91 3.17
JHancock Multimanager Lifestyle Mod B JBLMX -2.08 -4.33 -3.68 -3.71 3.18 2.42
JHancock Multimanager Lifestyle Mod C JCLMX -2.01 -4.25 -3.67 -3.64 3.20 2.44
PGIM Conservative Allocation B JDABX -2.13 -3.85 -3.86 -2.87 3.22 2.47
PGIM Conservative Allocation C JDACX -2.13 -3.93 -3.93 -2.87 3.19 2.45
PGIM Conservative Allocation R6 JDAQX -2.04 -2.98 -3.65 -1.86 --- ---
PGIM Conservative Allocation R JDARX -2.04 -3.37 -3.78 -2.36 3.74 2.98
PGIM Conservative Allocation Z JDAZX -2.04 -2.98 -3.65 -1.86 4.26 3.49
PGIM Conservative Allocation A JDUAX -2.05 -3.19 -3.73 -2.12 3.99 3.23
JPMorgan Investor Conservative Growth R6 JFLJX -1.34 -1.79 -2.68 -1.07 --- ---
JHancock Multimanager Lifestyle Mod 5 JHLMX -2.01 -3.32 -3.49 -2.63 4.33 3.59
JHancock Multimanager Lifestyle Mod 1 JILMX -1.94 -3.35 -3.42 -2.67 4.30 3.55
JHancock Multi-Index Lifestyle Mod 1 JLMOX -2.20 -2.51 -3.22 -1.71 4.53 ---
JHancock Multi-Index Lifestyle Mod R6 JLMRX -2.20 -2.48 -3.30 -1.68 4.53 ---
JPMorgan Income Builder A JNBAX -1.47 -2.76 -2.21 -1.34 5.07 4.03
JPMorgan Income Builder C JNBCX -1.51 -3.22 -2.34 -1.84 4.55 3.52
JPMorgan Income Builder I JNBSX -1.55 -2.63 -2.17 -1.28 5.21 4.18
JPMorgan Income Builder R6 JNBZX -1.54 -2.54 -2.15 -1.18 --- ---
JHancock Multimanager Lifestyle Mod R1 JPLMX -2.01 -4.00 -3.59 -3.36 3.57 2.77
JHancock Multimanager Lifestyle Mod R2 JQLMX -2.01 -3.76 -3.54 -3.13 3.82 3.05
JHancock Multimanager Lifestyle Mod R3 JRLMX -2.01 -3.85 -3.57 -3.19 3.69 2.89
JHancock Multimanager Lifestyle Mod R4 JSLMX -2.01 -3.58 -3.48 -2.88 4.08 3.28
JHancock Multimanager Lifestyle Mod R5 JTLMX -1.94 -3.36 -3.43 -2.68 4.28 3.50
JHancock Multimanager Lifestyle Mod I JTMIX -1.94 -3.40 -3.44 -2.67 4.24 ---
JPMorgan SmartSpending 2050 A JTQBX -0.89 -2.79 -2.43 -1.80 --- ---
JPMorgan SmartSpending 2050 I JTQDX -0.89 -2.58 -2.43 -1.58 --- ---
JPMorgan SmartSpending 2050 R2 JTQEX -0.95 -3.20 -2.57 -2.25 --- ---
JPMorgan SmartSpending 2050 R3 JTQFX -0.89 -2.93 -2.50 -1.96 --- ---
JPMorgan SmartSpending 2050 R4 JTQGX -0.89 -2.72 -2.43 -1.73 --- ---
JPMorgan SmartSpending 2050 R5 JTQHX -0.89 -2.59 -2.43 -1.58 --- ---
JPMorgan SmartSpending 2050 R6 JTQJX -0.89 -2.51 -2.43 -1.50 --- ---
JHancock Multimanager Lifestyle Mod R6 JULMX -1.94 -3.33 -3.42 -2.64 4.35 3.59
Lord Abbett Multi-Asset Income F LIGFX -3.43 -3.85 -5.74 -3.04 4.39 3.10
Lord Abbett Multi-Asset Income R2 LIGQX -3.51 -4.27 -5.90 -3.52 3.87 2.58
Lord Abbett Multi-Asset Income R3 LIXRX -3.46 -4.20 -5.83 -3.43 3.98 2.69
Lord Abbett Multi-Asset Income R4 LIXSX -3.44 -3.97 -5.77 -3.17 4.23 ---
Lord Abbett Multi-Asset Income R5 LIXTX -3.44 -3.79 -5.74 -2.96 4.49 ---
Lord Abbett Multi-Asset Income R6 LIXVX -3.44 -3.71 -5.67 -2.88 4.54 ---
QS Defensive Growth I LMGIX -1.49 -2.50 -2.63 -1.54 4.20 3.67
QS Defensive Growth R LMLRX -1.49 -3.01 -2.79 -2.11 3.62 ---
Ladenburg Income & Growth A LNOAX -2.37 -3.66 -4.23 -2.89 3.10 ---
Ladenburg Income & Growth C LNOCX -2.51 -4.39 -4.52 -3.69 2.47 ---
Ladenburg Income & Growth I LNOIX -2.42 -3.47 -4.24 -2.68 3.44 ---
Saratoga Conservative Balanced Allc I LUNAX -3.07 -2.00 -4.67 --- --- ---
QS Defensive Growth C LWLAX -1.57 -3.41 -2.91 -2.60 3.14 2.65
MFS® Conservative Allocation B MACBX -1.58 -2.32 -3.47 -1.56 3.62 2.91
MFS® Conservative Allocation A MACFX -1.57 -1.63 -3.27 -0.85 4.39 3.69
MFS® Conservative Allocation I MACIX -1.55 -1.38 -3.25 -0.59 4.66 3.94
MFS® Conservative Allocation R4 MACJX -1.57 -1.39 -3.21 -0.60 4.65 3.95
MFS® Conservative Allocation R1 MACKX -1.62 -2.29 -3.44 -1.56 3.63 2.91
MFS® Conservative Allocation R3 MACNX -1.58 -1.65 -3.30 -0.86 4.40 3.67
MFS® Conservative Allocation C MACVX -1.59 -2.33 -3.43 -1.56 3.62 2.91
MFS® Conservative Allocation R2 MCARX -1.55 -1.85 -3.36 -1.12 4.13 3.42
MainStay Conservative Allocation A MCKAX -2.78 -5.53 -4.78 -4.43 3.01 2.64
MainStay Conservative Allocation B MCKBX -2.79 -6.28 -4.94 -5.26 2.12 1.75
MainStay Conservative Allocation C MCKCX -2.88 -6.29 -4.99 -5.34 2.09 1.75
MainStay Conservative Allocation I MCKIX -2.75 -5.23 -4.73 -4.15 3.27 2.91
MainStay Conservative Allocation Inv MCKNX -2.70 -5.64 -4.76 -4.51 2.88 2.51
MainStay Conservative Allocation R3 MCKRX -2.78 -5.81 -4.84 -4.76 --- ---
Madison Conservative Allocation A MCNAX -1.05 -2.18 -2.21 -1.20 3.63 3.43
Madison Conservative Allocation B MCNBX -1.04 -2.80 -2.29 -1.96 2.87 2.67
Madison Conservative Allocation C MCOCX -1.13 -2.89 -2.38 -1.96 2.84 2.67
Praxis Genesis Conservative A MCONX -0.50 -2.00 -2.15 -1.30 3.11 3.15
Invesco Multi-Asset Inflation A MIZAX -3.70 -4.54 -4.54 -1.94 3.14 ---
Invesco Multi-Asset Inflation C MIZCX -3.86 -5.22 -4.70 -2.64 2.38 ---
Invesco Multi-Asset Inflation R5 MIZFX -3.79 -4.41 -4.52 -1.70 3.41 ---
Invesco Multi-Asset Inflation R MIZRX -3.83 -4.86 -4.66 -2.28 2.88 ---
Invesco Multi-Asset Inflation R6 MIZSX -3.79 -4.41 -4.52 -1.70 3.41 ---
Invesco Multi-Asset Inflation Y MIZYX -3.79 -4.41 -4.52 -1.70 3.41 ---
MassMutual Select TRP Retirement Bal I MMBVX -1.81 --- -3.18 --- --- ---
MassMutual Select TRP Retirement Bal M5 MMBWX -1.81 --- -3.24 --- --- ---
MassMutual Select TRP Retirement Bal M4 MMBYX -1.82 --- -3.25 --- --- ---
MassMutual Select TRP Retirement Bal M3 MMBZX -1.82 --- -3.32 --- --- ---
Manning & Napier Pro-Blend Cnsrv Term R2 MNCCX -0.92 -2.05 -2.11 -1.47 2.53 1.84
Manning & Napier Pro-Blend Cnsrv Term I MNCIX -0.78 -1.06 -1.83 -0.41 3.55 2.87
Manning & Napier Pro-Blend Cnsrv Term R MNCRX -0.91 -1.55 -2.01 -0.97 3.04 2.35
Manning & Napier Pro-Blend Mod Term R2 MNMCX -1.50 -2.93 -3.15 -2.05 2.58 1.74
Manning & Napier Pro-Blend Mod Term I MNMIX -1.32 -1.93 -2.79 -1.01 3.63 2.78
Manning & Napier Pro-Blend Mod Term R MNMRX -1.34 -2.43 -2.93 -1.42 3.11 2.27
AB All Market Income A MRKAX -3.11 -6.68 -4.23 -6.22 4.70 ---
AB All Market Income C MRKCX -3.18 -7.37 -4.40 -6.88 3.93 ---
AB All Market Income Advisor MRKYX -2.98 -6.44 -4.06 -5.88 5.00 ---
Manning & Napier Income I MSMAX -1.12 -0.21 -2.41 0.72 6.20 5.28
Manning & Napier Income S MSMSX -1.12 -0.38 -2.39 0.47 5.94 5.05
Morningstar Wide Moat Foc 5 ER USD MWMF5 0.11 1.35 -2.18 2.86 5.30 3.80
Great-West Moderately Cnsrv Pfl Inv MXDPX -2.45 -2.68 -3.87 -2.05 4.48 4.09
Great-West Moderately Cnsrv Pfl L MXHPX -2.41 -2.76 -3.93 -2.23 4.25 3.84
Great-West Moderately Cnsrv Pfl Instl MXJUX -2.43 -2.31 -3.79 -1.71 4.82 ---
American Funds Retire Inc Port-Cnsrv A NAARX -0.84 -2.11 -1.57 -1.39 3.95 ---
Nationwide Inv Dest Mod Cnsrv A NADCX -2.49 -2.70 -3.91 -1.96 3.95 3.38
Neuberger Berman Multi-Asset Inc A NANAX -2.20 -4.16 -3.35 -2.89 5.13 ---
Neuberger Berman Multi-Asset Inc C NANCX -2.26 -4.83 -3.53 -3.62 4.34 ---
Neuberger Berman Multi-Asset Inc Instl NANIX -2.17 -3.83 -3.26 -2.53 5.51 ---
New Covenant Balanced Income NCBIX -1.52 -0.80 -2.83 -0.22 3.70 3.72
Nationwide Inv Dest Mod Cnsrv C NCDCX -2.50 -3.43 -4.02 -2.60 3.20 2.65
American Funds Retire Inc Port-Cnsrv C NGCRX -0.84 -2.69 -1.76 -2.06 3.24 ---
Columbia Capital Alloc Mod Cnsrv C NIICX -2.19 -3.81 -3.89 -2.99 2.96 2.91
Columbia Capital Alloc Mod Cnsrv Inst NIPAX -2.09 -2.80 -3.64 -1.99 4.01 3.95
Columbia Capital Alloc Mod Cnsrv A NLGAX -2.06 -3.03 -3.65 -2.21 3.79 3.70
Nuveen Multi-Asset Income A NMKAX -2.18 -2.78 -3.63 -1.67 --- ---
Nuveen Multi-Asset Income C NMKCX -2.25 -3.48 -3.82 -2.42 --- ---
Nuveen Multi-Asset Income I NMKIX -2.16 -2.57 -3.57 -1.44 --- ---
Nuveen Multi-Asset Income R6 NMKRX -2.16 -2.57 -3.57 -1.40 --- ---
Neuberger Berman Multi-Asset Inc R6 NRANX -2.16 -3.77 -3.24 -2.46 5.58 ---
Nationwide Inv Dest Mod Cnsrv Svc NSDCX -2.47 -2.82 -3.90 -2.01 3.89 3.34
Wells Fargo Moderate Balanced Admin NVMBX -2.39 -1.84 -3.89 -1.21 4.18 4.33
Nationwide Inv Dest Mod Cnsrv Instl Svc NWWKX -2.37 -2.49 -3.82 -1.70 4.21 ---
Oppenheimer Conservative Inv A OACIX -1.60 -2.73 -2.73 -1.86 3.35 2.94
Oppenheimer Conservative Inv C OCCIX -1.63 -3.51 -2.89 -2.66 2.55 2.17
JPMorgan Investor Conservative Growth C OCGCX -1.43 -2.67 -2.94 -2.03 2.93 2.71
Oppenheimer Capital Income I OCIIX -2.47 -1.57 -3.04 -1.01 4.12 ---
Oppenheimer Capital Income R OCINX -2.51 -2.16 -3.15 -1.58 3.42 3.28
Oppenheimer Capital Income Y OCIYX -2.47 -1.69 -2.99 -1.09 3.93 3.78
JPMorgan Investor Conservative Growth A OICAX -1.37 -2.15 -2.79 -1.46 3.52 3.28
JPMorgan Investor Conservative Growth I ONCFX -1.43 -1.99 -2.71 -1.28 3.78 3.55
Oppenheimer Conservative Inv R ONCIX -1.60 -2.95 -2.75 -2.10 3.05 2.70
Oppenheimer Capital Income C OPECX -2.55 -2.57 -3.23 -2.03 2.91 2.74
Oppenheimer Capital Income A OPPEX -2.47 -1.85 -3.04 -1.32 3.72 3.54
Oppenheimer Conservative Inv Y OYCIX -1.59 -2.62 -2.72 -1.69 3.55 3.18
Pacific Advisors Income & Equity A PADIX -2.61 -2.32 -3.81 -1.54 3.03 2.85
T. Rowe Price Retirement Balanced Adv PARIX -1.84 -2.33 -3.32 -1.54 4.22 3.43
Principal SAM Conservative Bal R5 PCBFX -1.85 -2.47 -3.38 -1.58 4.31 3.95
Principal SAM Conservative Bal J PCBJX -1.85 -2.41 -3.36 -1.48 4.38 4.00
Principal SAM Conservative Bal R4 PCBLX -1.85 -2.56 -3.40 -1.61 4.18 3.84
Principal SAM Conservative Bal R3 PCBPX -1.94 -2.79 -3.45 -1.89 3.96 3.63
Principal SAM Conservative Bal Inst PCCIX -1.76 -2.20 -3.31 -1.24 4.56 4.24
Principal SAM Conservative Bal R2 PCNSX -1.84 -2.86 -3.49 -2.01 3.80 3.47
Principal SAM Conservative Bal R1 PCSSX -1.94 -3.03 -3.55 -2.14 3.64 3.32
Putnam Dynamic Risk Allocation B PDRBX -3.59 -7.91 -6.68 -6.32 3.19 1.42
Putnam Dynamic Risk Allocation A PDREX -3.51 -7.19 -6.54 -5.53 3.97 2.19
Putnam Dynamic Risk Allocation C PDRFX -3.58 -7.89 -6.75 -6.28 3.17 1.40
Putnam Dynamic Risk Allocation R6 PDRGX -3.42 -6.86 -6.46 -5.17 4.36 2.54
Putnam Dynamic Risk Allocation R PDRRX -3.53 -7.47 -6.65 -5.80 3.69 1.91
Putnam Dynamic Risk Allocation M PDRTX -3.52 -7.61 -6.64 -5.98 3.46 1.68
Putnam Dynamic Risk Allocation Y PDRYX -3.41 -7.00 -6.43 -5.27 4.22 2.44
Principal Global Div Inc A PGBAX -1.36 -3.83 -1.31 -2.94 4.69 3.86
Principal Global Div Inc R-6 PGBLX -1.34 -3.61 -1.24 -2.62 --- ---
Principal Global Div Inc C PGDCX -1.36 -4.44 -1.43 -3.62 3.91 3.08
Principal Global Div Inc Instl PGDIX -1.34 -3.56 -1.17 -2.64 5.02 4.18
Pacific Advisors Income & Equity C PIECX -2.67 -2.91 -3.92 -2.28 2.26 2.10
Pioneer Multi-Asset Income C PMACX -3.01 -4.59 -4.16 -3.43 6.48 3.73
Pioneer Multi-Asset Income A PMAIX -3.03 -3.96 -3.97 -2.67 7.32 4.57
Pacific Funds Port Optim Mod-Cnsrv Adv PMCDX -2.22 -4.22 -4.07 -3.46 3.66 3.28
Pioneer Multi-Asset Income K PMFKX -2.99 -2.09 -3.91 -0.77 8.66 ---
Pioneer Multi-Asset Income R PMFRX -3.05 -4.33 -4.07 -3.15 6.79 ---
Pioneer Multi-Asset Income Y PMFYX -3.02 -3.78 -3.92 -2.47 7.54 4.78
Pacific Funds Port Optim Mod-Cnsrv A POBAX -2.23 -4.39 -4.09 -3.66 3.45 3.05
Pacific Funds Port Optim Mod-Cnsrv B POBBX -2.29 -5.11 -4.26 -4.41 2.67 2.30
Pacific Funds Port Optim Mod-Cnsrv C POBCX -2.37 -5.11 -4.27 -4.40 2.67 2.30
Pacific Funds Port Optim Mod-Cnsrv R POBRX -2.25 -4.65 -4.12 -3.87 3.18 2.79
T. Rowe Price Personal Strat Inc I PPIPX -1.72 -1.88 -2.93 -1.13 --- ---
Permanent Portfolio Permanent A PRPDX -1.97 -5.07 -3.33 -2.22 --- ---
Permanent Portfolio Permanent I PRPFX -1.97 -4.87 -3.30 -1.99 4.88 1.77
Permanent Portfolio Permanent C PRPHX -2.05 -5.77 -3.55 -2.97 --- ---
T. Rowe Price Personal Strat Inc PRSIX -1.72 -1.93 -2.93 -1.23 5.23 4.46
QCI Balanced Institutional QCIBX -3.34 0.78 -4.21 2.17 5.86 ---
Oppenheimer Global Multi-Asset Income A QMAAX -3.26 -5.11 -5.59 -4.00 3.13 ---
Oppenheimer Global Multi-Asset Income C QMACX -3.34 -5.92 -5.79 -4.78 2.33 ---
Oppenheimer Global Multi-Asset Income I QMAIX -3.35 -5.00 -5.52 -3.76 3.37 ---
Oppenheimer Global Multi-Asset Income R QMARX -3.29 -5.37 -5.56 -4.29 2.89 ---
Oppenheimer Global Multi-Asset Income Y QMAYX -3.25 -4.94 -5.54 -3.81 3.33 ---
American Funds Retire Inc Port-Cnsrv R1 RARPX -0.84 -2.76 -1.76 -2.03 3.22 ---
RiverFront Asset Allocation Inc & Gr Inv RCABX -2.13 -3.80 -3.93 -3.05 2.70 2.38
RiverFront Asset Allocation Inc & Gr A RCCAX -2.13 --- -3.93 --- --- ---
RiverFront Asset Allocation Inc & Gr C RCCBX -2.16 -4.46 -4.16 -3.75 1.92 1.62
RiverFront Asset Allocation Inc & Gr I RCIBX -2.16 -3.48 -3.84 -2.78 2.98 2.64
American Funds Retire Inc Port-Cnsrv R2 RDRPX -0.75 -2.51 -1.68 -1.86 3.51 ---
American Funds Retire Inc Port-Cnsrv R2E RGRPX -0.84 -2.06 -1.58 -1.25 4.06 ---
Russell Inv Multi-Strategy Income M RGYTX -0.82 -2.44 -0.81 -2.07 --- ---
American Funds Retire Inc Port-Cnsrv R3 RJRPX -0.84 -2.40 -1.73 -1.68 3.68 ---
Invesco Income Allocation R RLIAX -0.93 -2.97 -2.05 -2.48 4.17 4.13
Rareview Longevity Inc Generation Retl RLIGX -1.71 -3.80 -1.71 -2.54 --- ---
Russell Inv Lifepoints Moderate Strat A RMLAX -0.60 -3.52 -1.71 -3.08 3.65 3.10
Russell Inv Lifepoints Moderate Strat C RMLCX -0.71 -4.23 -1.83 -3.80 2.91 2.34
Russell Inv Lifepoints Moderate Strat E RMLEX -0.70 -3.64 -1.73 -3.14 3.59 3.04
Russell Inv Lifepoints Moderate Strat R1 RMLRX -0.59 -3.28 -1.64 -2.87 3.92 3.40
Russell Inv Lifepoints Moderate Strat S RMLSX -0.59 -3.41 -1.66 -2.93 3.85 3.31
Russell Inv Lifepoints Moderate Strat R4 RMLUX -0.60 -3.51 -1.61 -3.07 3.67 3.14
Russell Inv Lifepoints Moderate Strat R5 RMLVX -0.69 -3.81 -1.76 -3.35 3.39 2.88
American Funds Retire Inc Port-Cnsrv R4 RMRPX -0.84 -2.24 -1.62 -1.42 3.90 ---
Russell Inv Multi-Strategy Income A RMYAX -0.82 -2.82 -0.90 -2.36 4.65 ---
Russell Inv Multi-Strategy Income C RMYCX -0.93 -3.45 -1.09 -3.17 3.87 ---
Russell Inv Multi-Strategy Income E RMYEX -0.81 -2.77 -0.79 -2.32 4.70 ---
Russell Inv Multi-Strategy Income S RMYSX -0.82 -2.51 -0.74 -2.09 4.94 ---
Russell Inv Multi-Strategy Income Y RMYYX -0.82 -2.37 -0.79 -1.89 5.14 ---
RESQ Strategic Income A RQIAX -2.37 -13.76 -9.41 -13.37 -4.76 ---
RESQ Strategic Income C RQICX -2.52 -14.34 -9.69 -13.97 -5.39 ---
RESQ Strategic Income I RQIIX -2.36 -13.46 -9.42 -13.01 -4.35 ---
American Funds Retire Inc Port-Cnsrv R5 RQRPX -0.84 -1.93 -1.52 -1.13 4.09 ---
American Funds Retire Inc Port-Cnsrv R5E RROPX -0.84 -1.99 -1.53 -1.22 4.12 ---
T. Rowe Price Retirement Balanced R RRTIX -1.90 -2.59 -3.42 -1.82 3.94 3.16
American Funds Retire Inc Port-Cnsrv R6 RTRPX -0.84 -1.89 -1.49 -1.09 4.21 ---
Rareview Longevity Inc Generation Instl RVIGX -1.71 -3.52 -1.74 -2.21 --- ---
Spirit of America Income & Opp C SACOX 0.70 -3.70 -2.64 -3.31 --- ---
Principal SAM Conservative Bal A SAIPX -1.83 -2.51 -3.36 -1.56 4.24 3.91
QS Defensive Growth C1 SBCLX -1.53 -3.20 -2.85 -2.36 3.39 2.89
QS Defensive Growth A SBCPX -1.49 -2.79 -2.79 -1.89 3.89 3.40
Saratoga Conservative Balanced Allc A SCAAX -3.17 -2.10 -4.77 --- --- ---
Principal SAM Conservative Bal C SCIPX -1.85 -3.17 -3.58 -2.32 3.46 3.13
SEI Core Market Strategy I (SAAT) SCMSX -1.92 -4.48 -3.60 -3.13 4.09 3.45
SEI Market Growth Strategy I (SAAT) SMGSX -2.86 -5.79 -4.75 -4.22 4.46 3.27
SEI Market Growth Strategy D (SAAT) SMKDX -2.90 -6.15 -4.89 -4.65 3.94 2.75
SEI Moderate Strategy F (SAAT) SMOAX -1.09 -2.18 -1.86 -1.42 3.88 3.56
SEI Moderate Strategy D (SAAT) SMSDX -1.18 -2.90 -2.12 -2.16 3.08 2.75
SEI Moderate Strategy I (SAAT) SMSIX -1.14 -2.48 -1.95 -1.72 3.60 3.28
Spirit of America Income & Opp A SOAOX 0.77 -3.03 -2.45 -2.53 5.23 3.71
SEI Core Market Strategy F (SAAT) SOKAX -2.01 -4.60 -3.67 -3.32 4.19 3.23
DWS Multi-Asset Conservative Allc S SPBAX -2.51 -4.34 -4.51 -3.20 2.86 2.70
DWS Multi-Asset Conservative Allc A SPDAX -2.59 -4.66 -4.56 -3.51 2.60 2.44
DWS Multi-Asset Conservative Allc C SPDCX -2.59 -5.27 -4.75 -4.17 1.83 1.68
SEI Market Growth Strategy F (SAAT) SRWAX -2.81 -5.52 -4.70 -3.99 4.71 3.53
Saratoga Conservative Balanced Allc C SUMCX -3.07 -2.00 -4.67 --- --- ---
Schwab MarketTrack Conservative SWCGX -1.89 -2.51 -3.54 -1.66 3.99 3.67
Schwab® Monthly Income Mod Payout SWJRX -1.90 -4.70 -3.92 -3.56 3.14 3.37
Schwab® Monthly Income Enh Payout SWKRX -0.91 -3.42 -2.51 -2.67 2.56 2.89
Transamerica Asset Allocation Cnsrv I TACIX -1.66 -3.40 -3.16 -2.36 3.72 3.43
Transamerica Asset Allocation Cnsrv T1 TACQX -1.66 -3.49 -3.19 -2.49 --- ---
Transamerica Asset Allocation Cnsrv Adv TACVX -1.66 -3.55 -3.26 -2.54 --- ---
American Funds Tax-Advtg Gr & Inc A TAIAX -1.64 -0.99 -2.64 -0.04 5.90 6.08
American Funds Tax-Advtg Gr & Inc C TAICX -1.65 -1.62 -2.83 -0.72 5.17 5.35
American Funds Tax-Advtg Gr & Inc F-1 TAIFX -1.64 -0.99 -2.65 -0.03 5.90 6.10
Transamerica Strategic High Income A TASHX -3.25 -1.23 -4.38 -0.14 6.47 ---
Transamerica Strategic High Income Adv TASKX -3.23 -0.96 -4.30 0.15 --- ---
Touchstone Dynamic Diversified Income A TBAAX -2.04 -2.83 -3.06 -1.70 4.39 3.30
Touchstone Dynamic Diversified Income C TBACX -2.03 -3.47 -3.25 -2.40 3.63 2.53
Touchstone Dynamic Diversified Income Y TBAYX -1.95 -2.56 -2.99 -1.44 4.70 3.58
Thrivent Moderately Cnsrv Allocation A TCAAX -1.98 -2.56 -3.45 -1.74 3.93 3.64
Thrivent Moderately Cnsrv Allocation S TCAIX -1.97 -2.27 -3.38 -1.47 4.21 3.95
Timothy Plan Conservative Growth A TCGAX -3.07 -7.00 -5.61 -5.85 1.53 1.06
Transamerica Strategic High Income C TCSHX -3.35 -1.91 -4.50 -0.90 5.68 ---
TIAA-CREF Lifestyle Conservative Instl TCSIX -2.43 -3.17 -4.20 -2.29 4.25 3.99
Transamerica Strategic High Income T1 TCSWX -3.22 -1.16 -4.31 -0.02 --- ---
Timothy Plan Conservative Growth C TCVCX -3.07 -7.67 -5.77 -6.60 0.76 0.30
Timothy Plan Growth & Income C TGCIX -4.13 -10.46 -7.75 -10.03 -2.08 -0.80
Timothy Plan Growth & Income A TGIAX -3.99 -9.83 -7.55 -9.26 -1.35 -0.06
TCW Conservative Allocation I TGPCX -2.03 -1.86 -4.21 -1.13 2.50 3.31
TCW Conservative Allocation N TGPNX -2.03 -2.19 -4.29 -1.44 2.06 2.82
Thrivent Diversified Income Plus S THYFX -2.30 -1.30 -3.26 -0.76 4.62 3.85
Timothy Plan Growth & Income I TIGIX -3.96 -9.66 -7.53 -9.08 -1.09 0.15
TIAA-CREF Lifestyle Conservative Advisor TLSHX -2.43 -3.27 -4.21 -2.32 4.21 ---
TIAA-CREF Lifestyle Conservative Premier TLSPX -2.51 -3.34 -4.23 -2.49 4.09 3.82
Transamerica Asset Allocation Mod I TMMIX -2.79 -4.65 -4.73 -3.22 4.28 3.84
Transamerica Asset Allocation Mod T1 TMMTX -2.78 -4.70 -4.70 -3.35 --- ---
Transamerica Asset Allocation Mod Adv TMMVX -2.78 -4.71 -4.71 -3.30 --- ---
1290 DoubleLine Dynamic Allocation I TNVDX -2.78 -1.78 -4.28 -0.93 --- ---
1290 DoubleLine Dynamic Allocation A TNXAX -2.78 -2.06 -4.38 -1.19 --- ---
1290 DoubleLine Dynamic Allocation R TNYRX -2.79 -2.24 -4.39 -1.45 --- ---
T. Rowe Price Retirement Balanced I TRPTX -1.93 -2.11 -3.27 -1.28 4.53 ---
T. Rowe Price Retirement Balanced TRRIX -1.86 -2.13 -3.30 -1.33 4.47 3.68
TIAA-CREF Lifestyle Conservative Retail TSCLX -2.44 -3.45 -4.19 -2.56 3.97 3.70
TIAA-CREF Lifestyle Conservative Retire TSCTX -2.51 -3.43 -4.26 -2.53 3.99 3.72
Transamerica Strategic High Income I TSHIX -3.24 -1.05 -4.32 0.11 6.75 ---
American Century Strat Allc: Cnsrv Inv TWSCX -2.46 -3.00 -4.36 -2.12 3.82 3.61
American Funds Tax-Advtg Gr & Inc F-2 TXIFX -1.56 -0.73 -2.58 0.23 6.19 6.38
American Funds Tax-Advtg Gr & Inc F-3 TYIFX -1.63 -0.66 -2.56 0.32 --- ---
USAA Cornerstone Moderately Cnsrv UCMCX -1.46 -4.45 -3.25 -3.42 3.36 2.57
USAA Growth and Tax Strategy USBLX -2.07 -0.02 -3.73 0.64 6.06 6.48
USAA Cornerstone Moderate USBSX -2.29 -4.79 -4.16 -3.56 3.67 2.84
VALIC Company II Cnsrv Gr Lifestyle VCGLX -2.34 -4.17 -4.26 -3.40 3.65 3.13
Vanguard Global Wellesley Income Inv VGWIX -1.45 -3.41 -2.63 -2.75 --- ---
Vanguard Global Wellesley Income Admiral VGYAX -1.49 -3.37 -2.65 -2.66 --- ---
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX -1.53 -2.07 -2.91 -1.23 4.53 4.40
Vanguard Tax-Managed Balanced Adm VTMFX -2.09 0.54 -3.53 1.13 6.11 6.46
Vanguard Wellesley® Income Admiral™ VWIAX -0.50 -1.28 -1.42 -0.42 5.39 5.44
Vanguard Wellesley® Income Inv VWINX -0.54 -1.37 -1.44 -0.53 5.32 5.36
Voya Solution Moderately Cnsrv Port R6 VYRNX -1.83 -2.64 -3.30 -1.70 --- ---
Weitz Balanced WBALX -2.74 -0.13 -3.30 0.77 4.39 3.73
Wells Fargo Moderate Balanced C WFBCX -2.48 -2.74 -4.12 -2.21 3.13 3.30
Wells Fargo Moderate Balanced A WFMAX -2.42 -2.07 -3.93 -1.43 3.92 4.08
Wells Fargo Moderate Balanced Instl WFMYX -2.39 --- -3.89 --- --- ---
InvestEd Conservative WICAX -1.59 -1.50 -3.22 -0.72 3.17 2.84
Wells Fargo WealthBuilder Mod Bal C WMBFX -2.36 -3.85 -4.24 -2.95 3.24 2.64
Wells Fargo WealthBuilder Mod Bal A WMBGX -2.31 -3.22 -4.04 -2.22 --- ---
Wells Fargo WealthBuilder Mod Bal Instl WMBZX -2.40 --- -4.03 --- --- ---