Allocation--50% to 70% Equity: Total Returns

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Data through 2/16/2018. 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--50% to 70% Equity -1.77 0.40 2.86 10.13 5.45 7.34
Cavanal Hill Active Core A AABAX -1.59 0.15 2.37 9.11 5.05 7.25
Putnam Dynamic Asset Allocation Bal C AABCX -2.50 -0.40 2.34 10.40 5.38 8.22
American Beacon Balanced Inv AABPX -2.79 0.27 4.14 9.68 5.83 8.69
Cavanal Hill Active Core C AACBX -1.66 0.07 2.17 8.19 4.28 ---
American Beacon Balanced Instl AADBX -2.83 0.24 4.18 9.91 6.17 9.05
American Funds American Balanced A ABALX -1.62 0.41 3.22 12.32 7.98 10.22
American Beacon Balanced C ABCCX -2.83 0.20 4.04 8.91 5.00 7.80
American Beacon Balanced A ABFAX -2.79 0.27 4.27 9.71 5.79 8.60
American Century Balanced R5 ABGNX -1.04 1.43 3.54 --- --- ---
American Century Balanced I ABINX -1.04 1.43 3.53 12.01 6.22 8.56
Invesco Moderate Allocation Y ABKYX -1.44 0.44 2.23 9.94 5.13 5.91
Alger Balanced I-2 ABLOX -1.20 0.87 3.48 12.20 7.90 9.44
American Beacon Balanced Adv ABLSX -2.82 0.25 4.11 9.47 5.64 8.51
AB All Market Total Return A ABWAX -2.73 -1.42 0.15 5.88 3.67 5.68
AB All Market Total Return B ABWBX -2.84 -1.54 -0.07 5.05 2.87 4.88
AB All Market Total Return C ABWCX -2.87 -1.62 -0.09 5.02 2.86 4.88
AB All Market Total Return I ABWIX -2.69 -1.39 0.20 6.07 3.89 5.92
AB All Market Total Return K ABWKX -2.80 -1.49 0.09 5.76 3.55 5.58
AB All Market Total Return R ABWRX -2.81 -1.56 -0.04 5.41 3.21 5.25
AB All Market Total Return Advisor ABWYX -2.71 -1.41 0.17 6.16 3.93 5.96
American Beacon Balanced Y ACBYX -2.81 0.24 4.20 9.88 6.14 8.99
Invesco Equity and Income A ACEIX -1.77 1.19 4.57 8.80 7.61 10.01
Invesco Equity and Income R5 ACEKX -1.77 1.19 4.56 9.04 7.96 10.34
Invesco Equity and Income C ACERX -1.81 1.12 4.35 7.93 6.82 9.20
Invesco Equity and Income R ACESX -1.76 1.18 4.49 8.49 7.34 9.74
Invesco Equity and Income Y ACETX -1.77 1.19 4.55 8.97 7.88 10.29
AB All Market Real Return C ACMTX -3.15 -1.33 2.81 6.17 -0.93 -3.46
American Century Strat Allc: Mod A ACOAX -1.14 1.46 3.45 12.32 5.86 7.50
American Funds American Balanced F3 AFMBX -1.59 0.44 3.29 12.61 --- ---
Cavanal Hill Active Core Institutional AIBLX -1.58 0.15 2.34 9.32 5.32 7.52
American Funds American Balanced F2 AMBFX -1.62 0.44 3.27 12.53 8.18 10.43
Invesco Moderate Allocation A AMKAX -1.51 0.29 2.09 9.60 4.87 5.63
Invesco Moderate Allocation C AMKCX -1.60 0.22 1.91 8.76 4.09 4.84
Invesco Moderate Allocation R AMKRX -1.52 0.29 2.11 9.34 4.62 5.38
Invesco Moderate Allocation S AMKSX -1.51 0.37 2.20 9.71 4.98 5.74
Invesco Moderate Allocation R5 AMLIX -1.51 0.37 2.24 9.99 5.12 5.90
Invesco Moderate Allocation R6 AMLSX -1.44 0.44 2.25 --- --- ---
AB All Market Real Return A AMTAX -3.16 -1.33 2.95 6.91 -0.24 -2.78
AB All Market Real Return I AMTIX -3.08 -1.23 3.07 7.32 0.14 -2.43
AB All Market Real Return K AMTKX -3.19 -1.24 2.91 6.91 -0.23 -2.75
AB All Market Real Return 1 AMTOX -3.10 -1.24 2.98 7.13 -0.08 -2.65
AB All Market Real Return R AMTRX -3.09 -1.24 2.99 6.62 -0.44 -2.99
AB All Market Real Return 2 AMTTX -3.15 -1.22 3.05 7.35 0.17 -2.39
AB All Market Real Return Advisor AMTYX -3.06 -1.22 3.12 7.21 0.05 -2.49
AB All Market Real Return Z AMTZX -3.08 -1.23 3.08 7.32 0.16 ---
Pioneer Classic Balanced A AOBLX -1.44 0.53 3.23 11.66 5.94 8.88
American Century One Choice Mod Inv AOMIX -1.23 1.45 3.51 12.73 6.34 8.03
American Century One Choice Mod R AORMX -1.23 1.39 3.37 12.17 --- ---
Cavanal Hill Active Core Investor APBAX -1.65 0.15 2.29 8.99 5.14 7.30
Wilmington Diversified Income A ARBAX -1.85 -0.47 1.93 9.75 4.82 5.73
Archer Balanced ARCHX -1.95 0.46 2.98 10.52 5.62 9.44
Wilmington Diversified Income I ARGIX -1.85 -0.47 1.98 10.01 5.05 6.01
American Century Strat Allc: Mod I ASAMX -1.13 1.46 3.56 12.78 6.35 7.98
American Century Strat Allc: Mod R6 ASMDX -1.14 1.46 3.61 12.96 6.47 ---
American Century Strat Allc: Mod R ASMRX -1.29 1.32 3.39 11.99 5.58 7.21
American Century Strat Allc: Mod R5 ASMUX -1.13 1.31 3.56 --- --- ---
American Century Strat Allc: Mod C ASTCX -1.29 1.18 3.26 11.45 5.04 6.67
AT Income Opportunities Institutional AWIIX -2.75 -0.70 2.26 9.57 5.93 ---
Pioneer Classic Balanced Y AYBLX -1.43 0.63 3.37 11.99 6.19 9.17
BlackRock 60/40 Target Allocation Inv A BAGPX -1.64 0.61 2.91 11.18 5.42 8.77
American Funds American Balanced C BALCX -1.71 0.30 3.04 11.40 7.12 9.34
American Funds American Balanced F1 BALFX -1.66 0.37 3.20 12.20 7.89 10.14
Sterling Capital Strategic Allc Bal A BAMGX -2.41 0.41 3.30 12.02 5.70 7.10
BlackRock 60/40 Target Allocation Inv C BCGPX -1.75 0.47 2.67 10.33 4.61 7.96
Sterling Capital Strategic Allc Bal I BCGTX -2.39 0.49 3.42 12.39 5.99 7.39
Sterling Capital Strategic Allc Bal C BCMCX -2.53 0.25 3.08 11.16 4.91 6.30
Lord Abbett Multi-Asset Balanced Opp C BFLAX -2.06 0.45 2.32 6.76 4.06 6.11
BMO Balanced Allocation I BGRHX -1.71 0.66 2.86 11.39 5.80 ---
BMO Balanced Allocation R6 BGRQX -1.71 0.66 2.87 11.51 5.94 ---
BMO Balanced Allocation R3 BGRRX -1.71 0.55 2.71 10.77 5.25 ---
BMO Balanced Allocation Y BGRYX -1.71 0.66 2.76 11.06 5.51 ---
BlackRock 60/40 Target Allocation Instl BIGPX -1.62 0.68 3.04 11.54 5.78 9.16
BlackRock 60/40 Target Allocation K BKGPX -1.69 0.60 2.98 11.57 --- ---
Lord Abbett Multi-Asset Balanced Opp F BLAFX -1.96 0.53 2.54 7.69 4.99 7.05
Lord Abbett Multi-Asset Balanced Opp R2 BLAQX -2.14 0.38 2.35 7.06 4.45 6.50
Lord Abbett Multi-Asset Balanced Opp R3 BLARX -2.09 0.49 2.35 7.19 4.57 6.63
Lord Abbett Multi-Asset Balanced Opp R4 BLASX -2.06 0.52 2.42 7.47 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 BLATX -2.04 0.54 2.47 7.78 --- ---
Lord Abbett Multi-Asset Balanced Opp R6 BLAVX -2.04 0.54 2.57 7.90 --- ---
American Funds Moderate Gr & Inc A BLPAX -1.12 1.35 3.62 14.19 7.35 9.00
American Funds Moderate Gr & Inc C BLPCX -1.26 1.22 3.43 13.29 6.50 8.15
American Funds Moderate Gr & Inc F-3 BLPDX -1.12 1.35 3.72 14.56 --- ---
American Funds Moderate Gr & Inc F-2 BLPEX -1.12 1.35 3.69 14.51 7.57 9.23
American Funds Moderate Gr & Inc F-1 BLPFX -1.12 1.35 3.62 14.15 7.30 8.95
BlackRock 60/40 Target Allocation R BRGPX -1.65 0.61 2.87 11.00 5.22 8.58
Bruce BRUFX -2.05 -2.15 -1.23 6.85 4.79 8.87
Columbia Capital Alloc Mod Agrsv K CAMKX -1.50 1.31 4.00 15.43 7.71 ---
American Funds Moderate Gr & Inc 529-A CBAAX -1.12 1.35 3.69 14.22 7.27 8.92
American Funds Moderate Gr & Inc 529-E CBAEX -1.12 1.35 3.62 13.94 7.03 8.64
American Funds Moderate Gr & Inc 529-F-1 CBAFX -1.12 1.42 3.75 14.44 7.52 9.15
Calvert Balanced I CBAIX -1.58 0.50 3.16 9.48 5.43 8.30
Columbia Balanced Inst CBALX -2.13 0.22 3.12 10.78 6.85 9.61
Columbia Balanced Adv CBDRX -2.13 0.22 3.12 10.79 6.85 9.61
Columbia Balanced T CBDTX -2.15 0.19 3.08 --- --- ---
Columbia Balanced Inst3 CBDYX -2.13 0.24 3.16 10.91 6.98 9.77
Columbia Balanced A CBLAX -2.15 0.19 3.08 10.52 6.58 9.34
Columbia Balanced C CBLCX -2.20 0.10 2.89 9.71 5.79 8.53
CornerCap Balanced CBLFX -2.41 -0.48 2.62 8.96 5.43 8.40
Columbia Balanced R CBLRX -2.17 0.17 3.01 10.25 6.32 9.08
American Funds Moderate Gr & Inc 529-C CBPCX -1.19 1.29 3.45 13.32 6.43 8.07
Pioneer Classic Balanced R CBPRX -1.44 0.52 3.29 11.50 --- ---
Columbia Capital Alloc Mod Agrsv Adv CGBRX -1.48 1.38 4.07 15.58 7.92 9.15
Columbia Capital Alloc Mod Agrsv V CGGTX -1.50 1.31 4.04 15.34 7.65 8.86
Chou Opportunity CHOEX -16.57 -14.20 -4.44 -4.06 -10.40 -0.99
Loomis Sayles Multi-Asset Income C CIDPX -1.85 1.20 3.66 9.48 5.63 6.65
American Funds Cnsrv Gr & Inc 529-A CIPAX -1.63 -0.08 2.12 8.48 5.44 6.81
American Funds Cnsrv Gr & Inc 529-C CIPCX -1.71 -0.16 1.94 7.66 4.63 6.00
American Funds Cnsrv Gr & Inc 529-E CIPEX -1.71 -0.16 2.04 8.23 5.20 6.55
American Funds Cnsrv Gr & Inc 529-F-1 CIPFX -1.63 -0.08 2.10 8.71 5.65 7.04
Calvert Moderate Allocation I CLAIX -1.02 1.41 3.81 13.34 --- ---
American Funds American Balanced 529A CLBAX -1.63 0.37 3.21 12.22 7.88 10.12
American Funds American Balanced 529C CLBCX -1.70 0.30 3.05 11.38 7.06 9.28
American Funds American Balanced 529E CLBEX -1.66 0.37 3.15 11.96 7.63 9.85
American Funds American Balanced 529F CLBFX -1.63 0.41 3.27 12.47 8.13 10.36
Columbia Capital Alloc Mod Agrsv R CLBRX -1.57 1.23 3.90 14.98 7.39 8.60
Columbia Capital Alloc Mod Agrsv Inst2 CLHRX -1.49 1.38 4.09 15.67 7.99 9.24
Columbia Balanced Inst2 CLREX -2.13 0.24 3.16 10.87 6.94 9.72
Columbia Balanced K CLRFX -2.15 0.19 3.07 10.56 6.66 9.43
Calvert Moderate Allocation A CMAAX -1.02 1.41 3.76 13.00 6.58 8.40
Calvert Moderate Allocation C CMACX -1.07 1.26 3.56 12.19 5.78 7.59
Crawford Multi-Asset Income CMALX -1.17 -0.45 0.91 --- --- ---
Concorde Wealth Management CONWX -1.17 1.53 4.52 6.44 2.04 7.06
Avondale Core Investment COREX -0.10 0.10 0.31 0.00 -0.44 ---
Columbia Capital Alloc Mod Agrsv Inst3 CPHNX -1.52 1.33 4.12 15.71 8.06 ---
Calvert Balanced C CSGCX -1.69 0.36 2.86 8.22 4.18 6.97
Calvert Balanced A CSIFX -1.58 0.47 3.08 9.10 5.02 7.84
American Funds College 2027 529A CSTAX -1.32 0.24 2.06 9.25 5.07 7.66
American Funds College 2030 529A CTHAX -0.86 1.47 3.68 13.00 6.61 9.08
American Funds College 2030 529E CTHEX -0.87 1.48 3.64 12.76 6.31 8.78
American Funds College 2030 529F1 CTHFX -0.86 1.47 3.72 13.27 6.80 9.28
American Funds College 2027 529C CTSCX -1.42 0.16 1.87 8.35 4.24 6.80
American Funds College 2027 529E CTSEX -1.33 0.24 2.07 8.96 4.82 7.38
American Funds College 2027 529F1 CTSFX -1.32 0.32 2.17 9.52 5.30 7.87
American Funds College 2030 529C CTYCX -0.94 1.34 3.50 12.17 5.74 8.19
Davenport Balanced Income DBALX -2.69 -1.28 1.56 7.40 --- ---
Dreyfus Balanced Opportunity A DBOAX -1.58 0.92 4.57 8.56 6.41 8.76
Dreyfus Balanced Opportunity C DBOCX -1.66 0.83 4.38 7.75 5.59 7.94
Dreyfus Balanced Opportunity I DBORX -1.58 0.96 4.65 8.88 6.67 9.03
Dreyfus Balanced Opportunity Y DBOYX -1.58 0.96 4.67 8.89 --- ---
Dreyfus Balanced Opportunity Z DBOZX -1.55 0.97 4.63 8.78 6.59 8.95
Delaware Wealth Builder R DDDRX -2.18 -0.59 1.66 6.04 3.99 6.99
Delaware Wealth Builder A DDIAX -2.16 -0.50 1.72 6.30 4.27 7.27
Delaware Wealth Builder C DDICX -2.25 -0.65 1.52 5.50 3.49 6.46
Delaware Wealth Builder Institutional DDIIX -2.14 -0.48 1.78 6.56 4.53 7.54
Delaware Foundation Moderate Allc A DFBAX -1.35 0.52 2.17 10.81 5.18 6.48
Delaware Foundation Moderate Allc C DFBCX -1.44 0.34 1.89 9.89 4.36 5.64
Delaware Foundation Moderate Allc R DFBRX -1.36 0.43 2.02 10.47 4.90 6.19
Delaware Foundation Moderate Allc I DFFIX -1.35 0.52 2.23 11.06 5.43 6.72
DFA Global Allocation 60/40 R2 DFPRX -1.67 0.49 3.11 10.56 6.20 7.11
DFA Global Allocation 60/40 I DGSIX -1.62 0.55 3.22 10.84 6.47 7.37
Dodge & Cox Balanced DODBX -1.90 1.27 5.02 9.81 8.55 11.22
MFS® Moderate Allocation 529A EAMDX -1.06 0.85 2.93 11.93 6.19 7.02
MFS® Total Return 529A EATRX -1.86 0.10 2.81 8.87 6.20 8.38
MFS® Moderate Allocation 529B EBMDX -1.13 0.75 2.72 11.12 5.39 6.21
MFS® Total Return 529B EBTRX -1.96 -0.07 2.60 8.01 5.37 7.54
Eaton Vance Balanced C ECIFX -1.82 0.33 2.92 10.26 5.32 8.41
MFS® Moderate Allocation 529C ECMAX -1.14 0.75 2.69 11.10 5.39 6.21
MFS® Total Return 529C ECTRX -1.95 -0.02 2.64 8.04 5.38 7.56
Eaton Vance Balanced I EIIFX -1.72 0.44 3.19 11.39 6.40 9.51
Elfun Diversified ELDFX -1.78 0.81 3.14 12.44 5.90 7.53
Eaton Vance Balanced B EMIFX -1.93 0.22 2.92 10.23 5.31 8.39
Eaton Vance Balanced R ERIFX -1.83 0.33 3.11 10.82 --- ---
Eaton Vance Balanced R6 ESIFX -1.72 0.44 3.20 11.47 --- ---
Eventide Multi-Asset Income A ETAMX -1.52 -0.55 0.85 8.32 --- ---
Eventide Multi-Asset Income C ETCMX -1.67 -0.69 0.65 7.46 --- ---
Eventide Multi-Asset Income I ETIMX -1.50 -0.53 0.89 8.56 --- ---
Eventide Multi-Asset Income N ETNMX -1.51 -0.54 0.86 8.38 --- ---
EValuator Moderate RMS R4 EVFMX -1.38 1.79 4.12 13.84 --- ---
Eaton Vance Balanced A EVIFX -1.83 0.33 3.12 11.00 6.11 9.22
EValuator Moderate RMS Service EVMLX -1.30 1.88 4.24 14.36 --- ---
Fairholme Allocation FAAFX -2.34 -5.89 5.35 -19.80 -5.05 -0.01
Fidelity Advisor Asset Manager® 70% I FAAIX -1.43 1.29 3.65 14.75 7.67 9.25
Fidelity Advisor Asset Manager® 70% A FAASX -1.48 1.25 3.56 14.46 7.36 8.94
Fidelity Advisor® Balanced C FABCX -1.36 1.35 3.26 11.80 6.54 9.01
Fidelity Advisor® Balanced A FABLX -1.31 1.44 3.43 12.64 7.35 9.84
Fidelity Advisor® Balanced M FAIGX -1.29 1.42 3.37 12.38 7.10 9.59
Fidelity Advisor® Balanced I FAIOX -1.28 1.51 3.48 12.90 7.63 10.13
AIG Multi-Asset Allocation A FASAX -1.54 0.93 4.02 11.48 6.20 8.15
Fidelity Asset Manager® 70% FASGX -1.43 1.29 3.64 14.79 7.69 9.28
AIG Active Allocation A FBAAX -1.38 1.30 3.80 12.36 6.23 8.06
AIG Active Allocation B FBABX -1.45 1.20 3.62 11.66 5.53 7.33
AIG Active Allocation C FBACX -1.44 1.19 3.62 11.63 5.56 7.37
Fidelity® Balanced K FBAKX -1.27 1.52 3.57 13.23 7.74 10.31
Fidelity® Balanced FBALX -1.27 1.52 3.55 13.13 7.63 10.20
Franklin Balanced R6 FBFRX -2.36 -0.68 2.15 6.62 5.43 ---
American Funds Retire Inc Port-Mod F1 FBFWX -1.73 -0.35 1.71 8.18 --- ---
Franklin Balanced Adv FBFZX -2.37 -0.77 2.13 6.43 5.30 7.19
Franklin Balanced A FBLAX -2.48 -0.82 1.99 6.10 5.04 6.89
Franklin Balanced C FBMCX -2.48 -0.87 1.90 5.36 4.26 6.12
First Investors Total Return B FBTRX -2.32 -0.70 2.10 7.32 3.37 6.19
Fidelity Advisor Asset Manager® 70% C FCASX -1.57 1.12 3.35 13.55 6.55 8.12
American Funds Retire Inc Port-Enh F1 FCFWX -1.75 0.09 2.75 10.54 --- ---
Fidelity Advisor® Global Strategies A FDASX -1.46 1.07 3.68 15.08 7.28 6.59
Fidelity Advisor® Global Strategies C FDCSX -1.60 0.98 3.48 14.23 6.50 5.80
Fidelity Advisor® Global Strategies M FDTSX -1.57 1.08 3.64 14.74 7.00 6.32
Fidelity Advisor® Global Strategies I FDYIX -1.46 1.18 3.80 15.43 7.57 6.87
Fidelity® Global Strategies FDYSX -1.56 1.07 3.70 15.31 7.53 6.85
American Funds Retire Inc Port-Enh F2 FGFWX -1.75 0.17 2.81 10.79 --- ---
American Funds Retire Inc Port-Mod F2 FHFWX -1.65 -0.26 1.77 8.52 --- ---
American Funds Retire Inc Port-Enh F3 FIEWX -1.75 0.17 2.84 10.90 --- ---
American Funds Retire Inc Port-Mod F3 FIMWX -1.73 -0.35 1.80 8.53 --- ---
First Investors Total Return A FITRX -2.28 -0.59 2.29 8.16 4.17 7.00
First Investors Total Return Adv FITUX -2.27 -0.59 2.38 8.52 4.55 ---
First Investors Total Return Instl FITVX -2.26 -0.54 2.38 8.61 4.60 ---
AIG Multi-Asset Allocation B FMABX -1.59 0.87 3.89 10.73 5.47 7.41
AIG Multi-Asset Allocation C FMATX -1.60 0.87 3.89 10.81 5.51 7.46
Franklin Moderate Allocation A FMTIX -0.91 1.55 3.11 12.45 5.73 6.76
Franklin Moderate Allocation Advisor FMTZX -0.85 1.61 3.20 12.74 6.01 7.04
Franklin NextStep Moderate A FNMDX -1.38 1.08 3.09 11.62 --- ---
Franklin NextStep Moderate C FNMFX -1.48 1.01 2.89 10.65 --- ---
Franklin NextStep Moderate Advisor FNMZX -1.38 1.17 3.16 11.87 --- ---
Tributary Balanced Instl FOBAX -1.55 0.71 3.60 10.32 5.44 8.33
Tributary Balanced Instl Plus FOBPX -1.51 0.71 3.63 10.56 5.65 8.53
FPA Crescent FPACX -1.12 2.10 4.41 8.23 6.33 8.50
Fidelity® Puritan® K FPUKX -0.96 1.84 4.15 15.27 8.31 10.70
Fidelity® Puritan® FPURX -0.96 1.84 4.09 15.16 8.20 10.58
Fidelity Advisor Asset Manager® 60% A FSAAX -1.56 0.72 2.75 12.27 6.48 7.90
Fidelity Asset Manager® 60% FSANX -1.48 0.80 2.80 12.66 6.83 8.24
Fidelity Advisor Asset Manager® 60% M FSATX -1.49 0.72 2.70 12.08 6.23 7.64
Fidelity Advisor Asset Manager® 60% C FSCNX -1.58 0.65 2.57 11.40 5.68 7.09
Nuveen Strategy Balanced Allc A FSGNX -1.38 0.47 2.25 9.81 4.64 6.46
Nuveen Strategy Growth Allocation I FSGYX -1.42 1.47 3.98 14.00 6.86 8.64
Nuveen Strategy Balanced Allc C FSKCX -1.41 0.38 2.07 8.97 3.88 5.66
Nuveen Strategy Balanced Allc R3 FSKSX -1.40 0.48 2.20 9.54 4.39 6.19
Nuveen Strategy Balanced Allc I FSKYX -1.39 0.47 2.32 10.01 4.88 6.73
Nuveen Strategy Growth Allocation A FSNAX -1.51 1.40 3.82 13.70 6.57 8.37
Nuveen Strategy Growth Allocation C FSNCX -1.47 1.27 3.69 12.85 5.80 7.56
Fidelity Advisor Asset Manager® 60% I FSNIX -1.48 0.80 2.83 12.60 6.79 8.20
Nuveen Strategy Growth Allocation R3 FSNSX -1.45 1.34 3.84 13.41 6.31 8.10
Salient Select Opportunity C FSOCX -3.02 0.00 0.46 1.84 1.36 ---
Salient Select Opportunity A FSONX -3.01 0.04 0.55 2.27 1.83 ---
Salient Select Opportunity Investor FSORX -2.97 0.08 0.61 2.46 2.00 ---
Salient Select Opportunity Institutional FSOTX -2.93 0.12 0.70 2.83 2.35 ---
Fidelity Advisor Asset Manager® 70% M FTASX -1.48 1.20 3.48 14.16 7.09 8.67
Franklin Moderate Allocation R FTMRX -0.85 1.55 3.07 12.23 5.48 6.52
Franklin Moderate Allocation C FTMTX -0.87 1.47 2.93 11.61 4.94 5.97
Fidelity Advisor® Balanced Z FZAAX -1.28 1.51 3.51 13.04 7.77 ---
Aberdeen Dynamic Allocation I/S GAASX -1.69 0.87 2.56 9.46 3.72 5.51
Aberdeen Dynamic Allocation R GAGRX -1.77 0.80 2.37 8.72 2.99 4.76
Green Century Balanced GCBLX -1.42 0.57 2.55 9.75 4.83 8.32
GuideStone Funds Defensv Mkt Strats Inst GDMYX -1.16 0.47 2.07 9.94 8.44 10.22
GuideStone Funds Defensv Mkt Strats Inv GDMZX -1.24 0.47 2.00 9.66 8.16 9.95
GuidePath® Conservative Allocation Instl GITTX -1.94 -0.83 0.79 8.38 2.12 4.89
Nationwide Inv Dest Mod R6 GMDIX -1.55 0.89 3.22 11.76 6.40 7.51
Nationwide Inv Dest Mod R GMDRX -1.58 0.71 3.01 10.97 5.72 6.81
Aberdeen Dynamic Allocation A GMMAX -1.69 0.86 2.45 9.14 3.41 5.21
Aberdeen Dynamic Allocation C GMMCX -1.79 0.73 2.25 8.42 2.68 4.47
Aberdeen Dynamic Allocation Inst GMMIX -1.69 0.94 2.55 9.51 3.74 5.52
GuidePath® Conservative Allocation Svc GPTCX -1.95 -0.83 0.70 7.76 1.49 4.24
Greenspring GRSPX -2.61 -0.41 3.27 5.88 6.33 5.93
Hartford Balanced HLS IA HADAX -1.29 1.06 4.06 12.68 6.86 9.59
Hartford Balanced C HAFCX -1.41 0.87 3.60 11.07 5.59 8.35
Hartford Balanced HLS IB HAIBX -1.30 1.02 4.01 12.39 6.59 9.31
Hartford Moderate Allocation A HBAAX -1.13 1.16 3.18 11.91 5.03 4.94
Hartford Moderate Allocation C HBACX -1.15 1.01 3.04 11.17 4.27 4.18
Hartford Moderate Allocation F HBADX -1.13 1.16 3.28 --- --- ---
Rational Strategic Allocation A HBAFX -1.16 1.59 3.63 9.77 6.06 6.04
Hartford Moderate Allocation I HBAIX -1.13 1.16 3.30 12.20 5.35 5.26
Hartford Moderate Allocation R3 HBARX -1.15 1.09 3.13 11.62 4.69 4.61
Hartford Moderate Allocation R4 HBASX -1.13 1.08 3.22 11.87 4.97 4.90
Hartford Moderate Allocation R5 HBATX -1.05 1.16 3.26 12.24 5.31 5.22
Hennessy Balanced Investor HBFBX -2.08 -0.33 2.39 6.43 5.09 5.49
Hartford Checks and Balances A HCKAX -1.45 0.74 3.11 10.97 6.76 9.31
Hartford Checks and Balances C HCKCX -1.56 0.64 2.93 10.15 5.96 8.50
Hartford Checks and Balances F HCKFX -1.44 0.84 3.19 --- --- ---
Hartford Checks and Balances I HCKIX -1.44 0.84 3.17 11.23 7.00 9.57
Hartford Checks and Balances R3 HCKRX -1.45 0.74 3.02 10.58 6.37 8.93
Hartford Checks and Balances R4 HCKSX -1.45 0.74 3.10 10.82 6.68 9.24
Hartford Checks and Balances R5 HCKTX -1.44 0.84 3.16 11.23 7.03 9.61
Hennessy Total Return Investor HDOGX -3.62 -1.55 1.78 7.57 6.92 8.34
Hennessy Equity and Income Investor HEIFX -1.41 0.81 4.87 10.37 4.96 7.81
Hennessy Equity and Income Institutional HEIIX -1.36 0.86 4.97 10.78 5.36 8.18
Holland Balanced HOLBX -2.01 -0.05 2.89 7.51 5.78 8.02
Highland Total Return A HTAAX -1.51 0.04 2.60 5.42 5.38 6.62
Highland Total Return C HTACX -1.59 -0.05 2.38 4.62 4.59 5.82
Highland Total Return Y HTAYX -1.48 0.09 2.64 5.69 5.64 6.88
Hotchkis & Wiley Capital Income A HWIAX -2.63 0.59 4.37 6.75 6.48 9.26
Hotchkis & Wiley Capital Income I HWIIX -2.56 0.65 4.53 7.13 6.81 9.52
Transamerica Multi-Mgd Balanced B IBABX -1.94 0.11 2.35 8.98 5.32 7.73
Transamerica Multi-Mgd Balanced A IBALX -1.82 0.29 2.69 10.26 6.44 8.81
Ivy Balanced N IBARX -2.10 0.96 3.61 8.45 4.07 ---
Transamerica Multi-Managed Balanced T1 IBATX -1.82 0.29 2.71 --- --- ---
Transamerica Multi-Managed Balanced Adv IBAVX -1.81 0.32 2.71 --- --- ---
Transamerica Multi-Mgd Balanced C IBLLX -1.89 0.18 2.48 9.37 5.64 8.05
Ivy Balanced A IBNAX -2.14 0.92 3.51 7.98 3.64 7.50
Ivy Balanced B IBNBX -2.20 0.81 3.36 7.24 2.89 6.72
Ivy Balanced C IBNCX -2.20 0.81 3.31 7.24 2.93 6.76
Ivy Balanced Y IBNYX -2.14 0.92 3.56 8.03 3.66 7.52
Voya Balanced Port I IBPIX -1.76 0.30 2.83 11.05 5.92 7.84
Voya Balanced Port S IBPSX -1.83 0.24 2.72 10.77 5.64 7.55
Intrepid Capital Investor ICMBX -0.99 -0.25 1.48 5.80 4.30 6.17
Intrepid Capital Institutional ICMVX -0.90 -0.25 1.48 6.01 4.57 6.44
Invesco Equity and Income R6 IEIFX -1.68 1.19 4.59 9.14 8.06 10.45
Hartford Balanced Y IHAYX -1.32 1.02 3.90 12.30 6.76 9.55
Loomis Sayles Multi-Asset Income A IIDPX -1.86 1.32 3.85 10.18 6.43 7.45
VY® Franklin Income A IIFAX -2.97 -0.72 1.65 6.05 4.88 6.37
VY® Franklin Income I IIFIX -2.85 -0.52 1.85 6.81 5.45 6.97
VY® Franklin Income S IIFSX -2.87 -0.60 1.77 6.47 5.28 6.75
VY® Franklin Income S2 IIFTX -2.87 -0.61 1.77 6.29 5.10 6.57
Voya Strategic Allocation Mod Port I IIMDX -1.72 0.47 2.98 11.07 5.94 7.96
Transamerica Asset Allocation Mod Gr R IMGRX -1.75 1.20 3.87 12.46 6.56 8.41
Transamerica Asset Allocation Mod Gr A IMLAX -1.74 1.27 3.93 12.73 6.86 8.68
Transamerica Asset Allocation Mod Gr B IMLBX -1.83 1.02 3.65 11.65 5.94 7.77
Transamerica Asset Allocation Mod Gr C IMLLX -1.81 1.12 3.73 11.91 6.07 7.88
American Funds Cnsrv Gr & Inc A INPAX -1.70 -0.16 2.05 8.54 5.49 6.87
American Funds Cnsrv Gr & Inc C INPCX -1.71 -0.24 1.84 7.68 4.71 6.06
American Funds Cnsrv Gr & Inc F-3 INPDX -1.63 0.00 2.23 8.89 --- ---
American Funds Cnsrv Gr & Inc F-2 INPEX -1.63 -0.08 2.11 8.76 5.74 7.11
American Funds Cnsrv Gr & Inc F-1 INPFX -1.63 -0.08 2.12 8.49 5.47 6.84
ICON Risk-Managed Balanced A IOCAX -1.57 0.77 4.33 8.70 4.61 6.26
ICON Risk-Managed Balanced C IOCCX -1.61 0.68 2.51 6.24 3.29 5.13
ICON Risk-Managed Balanced S IOCZX -1.53 0.81 2.78 7.31 4.34 6.19
Poplar Forest Cornerstone Institutional IPFCX -2.65 0.41 4.16 4.12 6.27 ---
Voya Retirement Moderate Growth Port I IRGMX -1.84 0.47 2.73 11.65 6.20 7.83
Voya Retirement Moderate Growth Port A IRMGX -1.83 0.47 2.63 11.27 5.80 7.41
Voya Solution Balanced Port A ISGAX -1.75 0.50 2.95 11.10 5.77 7.46
Voya Solution Balanced Port I ISGJX -1.68 0.67 3.14 11.62 6.32 8.00
Voya Solution Balanced Port S ISGKX -1.72 0.59 3.01 11.30 6.05 7.73
Voya Solution Balanced Port S2 ISGTX -1.73 0.49 2.92 11.07 5.85 7.56
Voya Strategic Allocation Mod Port S ISMDX -1.80 0.41 2.93 10.78 5.68 7.69
VY® T. Rowe Price Capital Apprec S ITCSX -1.24 0.94 2.56 11.96 8.78 11.49
VY® T. Rowe Price Capital Apprec S2 ITCTX -1.25 0.87 2.47 11.78 8.62 11.31
VY® T. Rowe Price Capital Apprec A ITRAX -1.25 0.87 2.46 11.57 8.40 11.09
VY® T. Rowe Price Capital Apprec I ITRIX -1.20 0.98 2.63 12.24 9.06 11.76
Hartford Balanced A ITTAX -1.37 0.95 3.78 11.90 6.34 9.10
Hartford Balanced F ITTFX -1.33 0.99 3.88 --- --- ---
Hartford Balanced I ITTIX -1.33 0.99 3.90 12.16 --- ---
Hartford Balanced R3 ITTRX -1.40 0.94 3.71 11.56 6.06 8.82
Hartford Balanced R4 ITTSX -1.36 0.98 3.77 11.85 6.37 9.16
Hartford Balanced R5 ITTTX -1.32 1.02 3.89 12.24 6.70 9.49
VY® Invesco Equity and Income A IUAAX -1.85 0.96 4.17 8.13 7.26 9.54
VY® Invesco Equity and Income I IUAIX -1.78 1.03 4.33 8.68 7.81 10.08
VY® Invesco Equity and Income S IUASX -1.83 0.97 4.24 8.38 7.53 9.81
VY® Invesco Equity and Income S2 IVIPX -1.84 0.97 4.21 8.26 7.39 9.66
Ivy Balanced R IYBFX -2.18 0.84 3.43 7.63 3.30 7.14
Ivy Balanced I IYBIX -2.10 0.96 3.62 8.29 3.92 7.79
Janus Henderson Balanced T JABAX -0.42 1.98 4.51 15.21 7.63 9.59
Janus Henderson Balanced C JABCX -0.48 1.87 4.27 14.30 6.77 8.70
Janus Henderson VIT Balanced Instl JABLX -0.42 1.93 4.42 15.20 7.73 9.76
Janus Henderson Balanced N JABNX -0.39 2.01 4.57 15.50 7.89 9.87
Janus Henderson Balanced S JABRX -0.45 1.95 4.41 14.92 7.35 9.32
JHancock Multimanager Lifestyle Bal A JALBX -1.47 0.85 2.68 11.56 6.03 7.19
Janus Henderson Balanced D JANBX -0.42 1.97 4.50 15.34 7.73 9.69
JHancock Balanced R4 JBAFX -1.94 1.07 4.08 11.39 6.49 8.72
JHancock Balanced R3 JBAHX -1.99 1.02 3.93 10.92 6.05 8.29
Janus Henderson Balanced I JBALX -0.39 2.00 4.55 15.41 7.81 9.77
JHancock Balanced R1 JBAOX -2.03 1.02 3.90 10.79 5.94 8.18
JHancock Balanced R2 JBATX -1.99 1.03 3.98 11.07 6.20 8.50
JHancock Balanced R5 JBAVX -1.98 1.07 4.08 11.62 6.69 8.94
JHancock Balanced R6 JBAWX -1.94 1.12 4.10 11.66 6.76 9.01
JHancock Multimanager Lifestyle Bal B JBLBX -1.47 0.79 2.57 10.80 5.28 6.40
JHFunds2 Capital Appreciation Value NAV JCAVX -1.20 0.96 2.62 12.11 8.92 11.53
JHancock Multimanager Lifestyle Bal C JCLBX -1.47 0.78 2.56 10.86 5.30 6.42
Janus Henderson Balanced A JDBAX -0.42 1.95 4.44 15.07 7.49 9.47
Janus Henderson Balanced R JDBRX -0.48 1.90 4.33 14.63 7.08 9.04
Prudential Moderate Allocation B JDMBX -1.62 0.53 3.27 12.03 5.29 6.66
Prudential Moderate Allocation C JDMCX -1.62 0.60 3.34 12.11 5.29 6.66
Prudential Moderate Allocation Z JDMZX -1.55 0.73 3.53 13.22 6.35 7.74
Prudential Moderate Allocation A JDTAX -1.48 0.73 3.56 12.96 6.09 7.46
Prudential Moderate Allocation Q JDTQX -1.55 0.66 --- --- --- ---
JPMorgan Diversified A JDVAX -1.98 0.62 2.74 13.42 6.36 8.27
JPMorgan Diversified C JDVCX -2.05 0.57 2.63 12.80 5.82 7.72
JPMorgan Diversified I JDVSX -1.92 0.73 2.85 13.68 6.63 8.55
JPMorgan Diversified R6 JDVZX -1.92 0.73 2.91 --- --- ---
JPMorgan Investor Balanced R6 JFQUX -1.46 0.71 2.66 --- --- ---
JHancock Multimanager Lifestyle Bal 5 JHLAX -1.41 0.92 2.87 12.08 6.48 7.63
JHancock Multi-Index Lifestyle Bal 1 JIBOX -1.61 0.43 2.42 10.41 6.05 ---
JHancock Multi-Index Lifestyle Bal R6 JIBRX -1.61 0.35 2.44 10.45 6.09 ---
JHancock Multimanager Lifestyle Bal 1 JILBX -1.41 0.92 2.80 12.04 6.43 7.58
Prudential Moderate Allocation R JMARX -1.62 0.60 3.40 12.68 5.76 7.14
JPMorgan Investor Balanced T JPBTX -1.46 0.72 2.56 --- --- ---
JPMorgan Diversified L JPDVX -1.92 0.73 2.88 13.94 6.86 8.79
JHancock Multimanager Lifestyle Bal R1 JPLBX -1.48 0.79 2.60 11.23 5.66 6.78
Janus Henderson Value Plus Income A JPVAX -2.19 -0.60 1.45 6.38 4.96 6.84
Janus Henderson Value Plus Income C JPVCX -2.26 -0.75 1.16 5.55 4.16 6.04
Janus Henderson Value Plus Income D JPVDX -2.18 -0.67 1.40 6.41 5.08 6.98
Janus Henderson Value Plus Income I JPVIX -2.17 -0.67 1.42 6.48 5.14 7.07
Janus Henderson Value Plus Income N JPVNX -2.17 -0.57 1.52 --- --- ---
Janus Henderson Value Plus Income S JPVSX -2.27 -0.68 1.33 6.16 4.92 6.77
Janus Henderson Value Plus Income T JPVTX -2.27 -0.68 1.38 6.31 5.00 6.93
JHancock Multimanager Lifestyle Bal R2 JQLBX -1.48 0.86 2.67 11.44 5.90 7.05
JHancock Multimanager Lifestyle Bal R3 JRLBX -1.41 0.85 2.69 11.39 5.77 6.91
JHancock Multimanager Lifestyle Bal R4 JSLBX -1.47 0.85 2.73 11.75 6.19 7.33
JHancock Multimanager Lifestyle Bal I JTBIX -1.41 0.92 2.85 11.96 --- ---
JHancock Multimanager Lifestyle Bal R5 JTSBX -1.41 0.92 2.84 12.02 6.41 7.55
JHancock Multimanager Lifestyle Bal R6 JULBX -1.35 0.92 2.88 12.08 6.48 7.62
UBS US Allocation C KPAAX -2.09 0.36 2.77 9.92 6.07 8.83
Lord Abbett Multi-Asset Balanced Opp B LABBX -2.12 0.45 2.26 6.68 4.02 6.08
Lord Abbett Multi-Asset Balanced Opp A LABFX -2.06 0.51 2.50 7.52 4.81 6.89
Lord Abbett Multi-Asset Balanced Opp P LABPX -2.00 0.50 2.46 7.34 4.62 6.68
Lord Abbett Multi-Asset Balanced Opp T LABTX -1.97 0.52 2.50 --- --- ---
Lord Abbett Multi-Asset Balanced Opp I LABYX -2.04 0.54 2.56 7.79 5.10 7.15
LKCM Balanced LKBAX -1.14 1.26 3.89 11.31 7.54 9.47
LK Balanced Institutional LKBLX -2.40 0.68 4.89 12.25 5.84 6.72
QS Conservative Growth R LLARX -1.42 0.55 2.76 9.59 5.33 ---
QS Conservative Growth I LMEIX -1.35 0.62 2.94 10.25 5.92 ---
Loomis Sayles Multi-Asset Income N LMINX -1.85 1.35 3.96 10.58 --- ---
1919 Socially Responsive Balanced I LMRNX -0.82 1.68 3.64 14.67 6.71 8.89
Lord Abbett Multi-Asset Balanced Opp F3 LOBFX -1.95 0.62 2.57 --- --- ---
Scharf Balanced Opportunity Retail LOGBX -1.33 1.21 3.41 7.63 --- ---
Scharf Balanced Opportunity Instl LOGOX -1.30 1.27 3.47 7.92 4.32 8.43
Ladenburg Growth & Income A LOWAX -1.43 0.78 3.23 10.85 --- ---
Ladenburg Growth & Income C LOWCX -1.45 0.70 3.06 10.11 --- ---
Ladenburg Growth & Income I LOWIX -1.43 0.78 3.20 11.11 --- ---
BlackRock Balanced Capital Instl MACPX -0.56 1.98 3.97 12.20 8.05 10.26
MFS® Moderate Allocation A MAMAX -1.05 0.85 2.92 12.04 6.24 7.07
MFS® Moderate Allocation R1 MAMFX -1.09 0.76 2.73 11.12 5.45 6.25
MFS® Moderate Allocation R3 MAMHX -1.06 0.85 2.95 12.01 6.23 7.05
MFS® Moderate Allocation R4 MAMJX -1.00 0.90 2.99 12.32 6.51 7.34
Mairs & Power Balanced Inv MAPOX -3.42 -1.18 1.92 7.70 6.00 7.95
MFS® Moderate Allocation R2 MARRX -1.07 0.81 2.80 11.71 5.96 6.79
MainStay Balanced C MBACX -2.19 -1.08 1.55 4.81 3.57 6.93
MainStay Balanced I MBAIX -2.11 -0.95 1.82 6.01 4.78 8.18
Praxis Genesis Balanced A MBAPX -1.67 0.41 2.52 10.62 5.44 7.02
MassMutual Premier Balanced Svc MBAYX -1.59 1.32 4.13 13.39 7.28 8.93
MassMutual Premier Balanced I MBBIX -1.59 1.31 4.19 13.63 7.54 ---
MassMutual Premier Balanced R4 MBBRX -1.64 1.27 4.07 13.14 7.01 ---
MainStay Balanced R2 MBCRX -2.15 -0.98 1.76 5.82 4.47 7.83
MainStay Balanced R3 MBDRX -2.15 -1.01 1.70 5.39 4.14 7.53
AMG Chicago Equity Partners Balanced N MBEAX -1.38 1.00 3.04 12.54 6.75 9.16
MainStay Balanced R6 MBERX -2.11 -0.92 --- --- --- ---
AMG Chicago Equity Partners Balanced I MBESX -1.31 1.05 3.11 12.73 6.93 9.35
AMG Chicago Equity Partners Balanced Z MBEYX -1.36 0.99 3.07 12.77 7.04 9.44
MainStay Balanced Inv MBINX -2.15 -0.98 1.74 5.59 4.36 7.73
Madison Diversified Income A MBLAX -2.71 -0.42 2.85 10.06 6.58 7.64
Madison Diversified Income C MBLCX -2.77 -0.49 2.64 9.18 5.79 6.83
MassMutual Premier Balanced R5 MBLDX -1.59 1.31 4.16 13.50 7.42 9.06
Madison Diversified Income B MBLNX -2.76 -0.49 2.64 9.25 5.79 6.84
MainStay Balanced A MBNAX -2.12 -0.98 1.76 5.78 4.51 7.91
MainStay Balanced B MBNBX -2.22 -1.08 1.55 4.81 3.58 6.94
MainStay Balanced R1 MBNRX -2.12 -0.95 1.83 5.93 4.67 8.08
BlackRock Balanced Capital Inv C MCCPX -0.64 1.87 3.69 11.01 6.92 9.10
BlackRock Balanced Capital Inv A MDCPX -0.56 1.99 3.91 11.88 7.74 9.94
BNY Mellon Asset Allocation Inv MIBLX -1.55 1.31 4.05 13.87 6.31 7.69
BlackRock Balanced Capital K MKCPX --- --- --- --- --- ---
MFS® Moderate Allocation B MMABX -1.12 0.74 2.70 11.10 5.43 6.26
MFS® Moderate Allocation C MMACX -1.13 0.75 2.73 11.12 5.43 6.25
MFS® Moderate Allocation I MMAIX -1.04 0.89 2.95 12.27 6.48 7.33
MassMutual Premier Balanced A MMBDX -1.63 1.34 4.11 13.02 6.95 8.55
MassMutual Premier Balanced Adm MMBLX -1.58 1.30 4.14 13.36 7.20 8.83
MassMutual Premier Balanced R3 MMBRX -1.64 1.27 3.98 12.88 6.79 ---
Madison Moderate Allocation A MMDAX -1.98 0.34 2.72 11.21 5.79 7.37
Madison Moderate Allocation C MMDCX -2.07 0.25 2.46 10.34 4.99 6.55
Madison Moderate Allocation B MMDRX -2.07 0.25 2.47 10.25 4.99 6.56
MainStay Moderate Allocation A MMRAX -2.05 0.29 2.61 10.62 5.55 7.57
MainStay Moderate Allocation B MMRBX -2.14 0.15 2.29 9.49 4.55 6.59
MainStay Moderate Allocation C MMRCX -2.14 0.22 2.37 9.58 4.57 6.59
MainStay Moderate Allocation Inv MMRDX -2.12 0.22 2.47 10.31 5.33 7.39
MainStay Moderate Allocation R3 MMRHX -2.13 0.22 2.43 10.19 --- ---
MainStay Moderate Allocation I MMRIX -2.04 0.29 2.63 10.82 5.80 7.86
Manning & Napier Pro-Blend Extnd Term S MNBAX -1.87 0.12 1.62 9.21 3.70 5.76
Manning & Napier Pro-Blend Extnd Term I MNBIX -1.79 0.22 1.67 9.45 4.00 6.05
Manning & Napier Pro-Blend Extnd Term R MNBRX -1.81 0.09 1.54 9.00 3.46 5.51
Manning & Napier Pro-Blend Extnd Term R2 MNECX -1.94 0.00 1.41 8.34 2.91 4.98
AMG Managers Montag & Caldwell Balancd N MOBAX -1.06 1.40 3.12 13.23 5.64 7.04
AMG Managers Montag & Caldwell Balancd I MOBIX -1.02 1.45 3.20 13.37 5.74 7.15
BNY Mellon Asset Allocation M MPBLX -1.47 1.35 4.14 14.17 6.57 7.95
BlackRock Balanced Capital R MRBPX -0.56 1.96 3.85 11.52 7.38 9.57
MassMutual RetireSMART Moderate A MRMAX -1.42 0.77 2.77 10.72 4.98 6.14
MassMutual RetireSMART Moderate Admin MRMLX -1.42 0.87 2.87 11.06 5.27 6.41
MassMutual RetireSMART Mod R3 MRMTX -1.43 0.78 2.75 10.55 4.87 ---
MassMutual RetireSMART Mod I MRMUX -1.43 0.88 2.91 11.34 5.56 ---
MassMutual RetireSMART Moderate Svc MRMYX -1.42 0.77 2.78 11.05 5.35 6.50
MassMutual RetireSMART Mod R4 MRMZX -1.43 0.78 2.79 10.80 5.11 ---
MassMutual RetireSMART Moderate R5 MROSX -1.43 0.78 2.81 11.23 5.46 6.60
MFS® Total Return R1 MSFFX -1.96 -0.01 2.62 8.09 5.43 7.61
MFS® Total Return R3 MSFHX -1.90 0.05 2.81 8.88 6.23 8.41
MFS® Total Return R4 MSFJX -1.88 0.12 2.87 9.15 6.49 8.68
MFS® Total Return R6 MSFKX -1.87 0.07 2.89 9.25 6.59 8.78
MFS® Total Return A MSFRX -1.90 0.05 2.81 8.89 6.24 8.42
MFS® Total Return B MTRBX -1.96 -0.01 2.61 8.11 5.45 7.60
MFS® Total Return C MTRCX -1.95 -0.01 2.60 8.07 5.42 7.60
MFS® Total Return I MTRIX -1.83 0.12 2.87 9.22 6.50 8.69
MFS® Total Return R2 MTRRX -1.86 0.08 2.79 8.65 5.97 8.15
Great-West SecureFoundation® Bal Instl MXCJX -2.12 0.20 2.85 10.25 --- ---
Great-West Moderate Profile L MXGPX -1.73 0.28 2.67 9.58 5.76 7.51
Great-West Moderate Profile Instl MXITX -1.72 0.29 2.79 10.28 --- ---
Great-West SecureFoundation® Bal L MXLDX -2.17 0.08 2.71 9.62 5.91 7.44
Great-West Moderate Profile Inv MXMPX -1.61 0.27 2.77 9.92 6.05 7.77
Great-West SecureFoundation® Bal Inv MXSBX -2.06 0.15 2.88 9.99 6.18 7.73
Great-West SecureFoundation® Bal Svc MXSHX -2.11 0.07 2.73 9.76 6.07 7.60
Nationwide Inv Dest Mod A NADMX -1.54 0.79 3.10 11.30 6.01 7.14
Virtus Tactical Allocation A NAINX 0.21 4.25 5.69 18.75 5.88 7.36
Neiman Balanced Allocation A NBAFX -1.64 0.23 2.14 9.81 4.85 6.09
American Funds Retire Inc Port-Mod A NBARX -1.73 -0.35 1.72 8.20 --- ---
Neiman Balanced Allocation C NBCFX -1.81 0.08 1.86 8.90 4.02 5.28
American Funds Retire Inc Port-Mod C NBCRX -1.83 -0.44 1.54 7.43 --- ---
Columbia Capital Alloc Mod Agrsv Inst NBGPX -1.57 1.31 4.04 15.57 7.91 9.13
Columbia Capital Alloc Mod Agrsv A NBIAX -1.50 1.31 4.04 15.34 7.65 8.86
Columbia Capital Alloc Mod Agrsv C NBICX -1.64 1.15 3.76 14.43 6.82 8.04
State Farm Equity & Bond A NBSAX -1.04 1.48 3.50 13.73 7.09 9.60
State Farm Equity & Bond B NBSBX -0.96 1.48 3.57 13.72 6.59 9.04
New Covenant Balanced Growth NCBGX -1.46 0.79 3.04 10.71 5.81 7.66
Nationwide Inv Dest Mod C NCDMX -1.57 0.80 2.97 10.57 5.27 6.38
American Funds Retire Inc Port-Enh A NDARX -1.84 0.09 2.67 10.48 --- ---
American Funds Retire Inc Port-Enh C NDCRX -1.84 0.00 2.49 9.79 --- ---
Nationwide Inv Dest Mod Svc NSDMX -1.55 0.79 3.10 11.30 5.99 7.10
Wells Fargo Growth Balanced Admin NVGBX -1.70 1.03 3.13 12.42 6.91 9.55
Nationwide Inv Dest Mod Instl Svc NWWJX -1.55 0.89 3.20 11.70 6.30 ---
Oakmark Equity And Income Investor OAKBX -1.48 1.52 4.34 11.69 6.65 9.34
Oppenheimer Moderate Inv A OAMIX -1.59 1.06 3.36 11.80 5.68 7.11
Oakmark Equity and Income Institutional OANBX -1.48 1.55 4.39 11.91 --- ---
Oakmark Equity And Income Service OARBX -1.48 1.50 4.26 11.41 6.33 9.00
Oakmark Equity and Income Advisor OAYBX -1.45 1.55 4.38 11.86 --- ---
Oppenheimer Moderate Inv B OBMIX -1.66 0.89 3.16 10.99 4.88 6.27
Oppenheimer Moderate Inv C OCMIX -1.70 0.92 3.10 11.04 4.89 6.29
JPMorgan Investor Balanced C OGBCX -1.55 0.59 2.38 9.57 5.09 6.66
JPMorgan Investor Balanced A OGIAX -1.46 0.71 2.63 10.26 5.69 7.25
JPMorgan Investor Balanced I OIBFX -1.40 0.78 2.69 10.52 5.96 7.52
Oppenheimer Moderate Inv R ONMIX -1.68 0.99 3.24 11.53 5.39 6.83
Osterweis Strategic Investment OSTVX -1.48 0.33 3.00 8.85 4.67 7.71
Oppenheimer Moderate Inv Y OYMIX -1.58 1.06 3.37 12.12 5.95 7.38
Putnam Dynamic Asset Allocation Bal R5 PAADX -2.36 -0.20 2.66 11.63 6.49 9.32
Putnam Dynamic Asset Allocation Bal R6 PAAEX -2.36 -0.20 2.68 11.69 6.60 9.45
Putnam Dynamic Asset Allocation Bal R PAARX -2.39 -0.26 2.55 11.02 5.94 8.78
Putnam Dynamic Asset Allocation Bal A PABAX -2.37 -0.26 2.59 11.33 6.20 9.04
Putnam Dynamic Asset Allocation Bal B PABBX -2.44 -0.33 2.41 10.47 5.40 8.23
Prudential Balanced C PABCX -1.84 0.25 2.75 10.24 6.09 8.42
Prudential Balanced Z PABFX -1.78 0.44 3.08 11.38 7.17 9.51
Putnam Dynamic Asset Allocation Bal M PABMX -2.44 -0.33 2.51 10.78 5.68 8.51
Putnam Dynamic Asset Allocation Bal Y PABYX -2.36 -0.20 2.65 11.59 6.47 9.32
T. Rowe Price Capital Appreciation Adv PACLX -1.26 0.89 2.49 11.86 8.68 11.31
Prudential 60/40 Allocation R6 PALDX -1.78 0.29 3.77 --- --- ---
Prudential Balanced R PALRX -1.85 0.25 2.80 10.63 6.59 8.94
Pax Balanced Institutional PAXIX -1.74 0.61 2.80 10.73 6.18 7.99
Pax Balanced Individual Investor PAXWX -1.77 0.57 2.75 10.45 5.92 7.71
PNC Balanced Allocation A PBAAX -1.47 0.45 2.58 12.41 5.57 7.31
Principal SAM Balanced R3 PBAPX -1.63 0.38 2.46 10.57 5.60 7.44
PNC Balanced Allocation C PBCCX -1.65 0.31 2.28 11.55 4.83 6.54
Prudential Balanced B PBFBX -1.90 0.25 2.75 10.10 6.05 8.41
PNC Balanced Allocation I PBLIX -1.48 0.45 2.66 12.78 5.88 7.58
Pioneer Classic Balanced C PCBCX -1.55 0.42 3.16 10.84 5.15 8.05
Pioneer Classic Balanced K PCBKX -1.44 0.53 3.42 12.11 --- ---
Poplar Forest Cornerstone A PFCFX -2.65 0.41 4.10 3.90 6.02 ---
George Putnam Balanced B PGEBX -1.58 0.76 2.47 10.73 5.88 8.26
George Putnam Balanced R6 PGEJX -1.46 0.90 2.72 11.93 7.07 ---
George Putnam Balanced R5 PGELX -1.45 0.89 2.73 11.84 7.00 ---
George Putnam Balanced M PGEMX -1.53 0.81 2.54 10.96 6.17 8.52
George Putnam Balanced A PGEOX -1.46 0.85 2.69 11.56 6.69 9.07
George Putnam Balanced Y PGEYX -1.46 0.90 2.74 11.85 6.97 9.34
George Putnam Balanced C PGPCX -1.57 0.75 2.46 10.72 5.88 8.26
George Putnam Balanced R PGPRX -1.52 0.80 2.60 11.28 6.42 8.79
Virtus Strategic Allocation A PHBLX 0.26 4.04 5.38 18.75 5.58 7.01
Prudential Balanced A PIBAX -1.79 0.38 2.94 11.00 6.83 9.17
Prudential Balanced Q PIBQX -1.78 0.44 --- --- --- ---
Plumb Balanced PLBBX 0.00 2.89 4.50 20.84 9.24 11.06
Deutsche Multi-Asset Moderate Allc C PLSCX -2.08 0.41 2.79 10.12 3.52 6.08
Deutsche Multi-Asset Moderate Allc A PLUSX -1.89 0.61 3.07 10.96 4.31 6.90
Pacific Funds Port Optim Mod A POCAX -1.76 0.70 2.81 10.51 6.07 6.65
Pacific Funds Port Optim Mod R POCRX -1.84 0.63 2.72 10.21 5.79 6.38
Virtus Tactical Allocation C POICX 0.10 4.03 5.44 17.81 5.05 6.53
Pacific Funds Port Optim Mod B POMBX -1.85 0.56 2.61 9.70 5.26 5.86
Pacific Funds Port Optim Mod C POMCX -1.86 0.63 2.62 9.72 5.27 5.88
Pacific Funds Port Optim Mod Adv POMDX -1.69 0.76 2.92 10.86 6.34 6.89
Deutsche Multi-Asset Moderate Allc S PPLSX -1.99 0.61 3.13 11.26 4.56 7.14
T. Rowe Price Capital Appreciation PRWCX -1.21 0.92 2.61 12.20 9.02 11.66
Principal SAM Balanced J PSAJX -1.65 0.39 2.54 11.05 5.98 7.79
Virtus Strategic Allocation C PSBCX 0.20 3.88 5.09 17.78 4.77 6.20
Principal SAM Balanced R5 PSBFX -1.62 0.45 2.54 10.96 5.94 7.76
Principal SAM Balanced R1 PSBGX -1.75 0.32 2.31 10.24 5.26 7.09
Principal SAM Balanced Inst PSBIX -1.62 0.45 2.60 11.23 6.20 8.04
Principal SAM Balanced R4 PSBLX -1.62 0.45 2.50 10.82 5.80 7.63
Principal SAM Balanced R2 PSBVX -1.63 0.38 2.43 10.41 5.40 7.24
PSG Tactical Growth PSGTX -2.37 -0.30 1.15 2.40 -2.14 0.36
Port Street Institutional Opps Instl PSOFX -2.18 0.00 2.07 8.62 --- ---
Prudential Real Assets A PUDAX -3.17 -2.57 0.10 1.06 -0.92 0.25
Prudential Real Assets B PUDBX -3.30 -2.69 -0.08 0.22 -1.69 -0.52
Prudential Real Assets C PUDCX -3.30 -2.69 -0.05 0.36 -1.65 -0.49
Prudential Real Assets Q PUDQX -3.13 -2.53 0.21 1.42 -0.60 ---
Prudential Real Assets Z PUDZX -3.13 -2.53 0.29 1.44 -0.65 0.51
UBS US Allocation A PWTAX -2.02 0.47 2.98 10.77 6.87 9.66
UBS US Allocation P PWTYX -2.00 0.48 3.05 11.07 7.16 9.96
Federated MDT Balanced A QABGX -1.10 1.66 3.64 12.24 5.74 8.80
Federated MDT Balanced C QCBGX -1.16 1.57 3.43 11.44 4.95 8.00
Federated MDT Balanced Instl QIBGX -1.15 1.66 3.66 12.49 6.00 9.07
Federated MDT Balanced R6 QKBGX -1.10 1.72 3.73 12.59 5.76 8.70
American Funds American Balanced R2E RAMHX -1.67 0.33 3.10 11.75 7.56 ---
Roumell Opportunistic Value Instl RAMSX -1.76 0.32 3.43 13.86 3.90 1.12
American Funds Moderate Gr & Inc R-1 RBAAX -1.19 1.29 3.48 13.36 6.52 8.15
American Funds Moderate Gr & Inc R-2 RBABX -1.19 1.22 3.43 13.39 6.52 8.12
American Funds Moderate Gr & Inc R-3 RBACX -1.19 1.29 3.54 13.81 6.98 8.62
American Funds Moderate Gr & Inc R-4 RBAEX -1.12 1.35 3.62 14.19 7.34 8.97
American Funds Moderate Gr & Inc R-5 RBAFX -1.12 1.42 3.70 14.56 7.64 9.29
American Funds Moderate Gr & Inc R-6 RBAGX -1.12 1.42 3.72 14.61 7.70 9.34
T. Rowe Price Balanced I RBAIX -1.32 1.36 3.10 15.04 --- ---
American Funds Moderate Gr & Inc R-2E RBBEX -1.19 1.28 3.46 13.64 7.01 ---
Russell Inv LifePoints Balanced Strat A RBLAX -1.65 0.35 1.39 7.87 4.94 6.02
Russell Inv LifePoints Balanced Strat C RBLCX -1.69 0.27 1.13 7.12 4.16 5.22
Russell Inv LifePoints Balanced Strat E RBLEX -1.72 0.35 1.27 7.83 4.81 5.94
Russell Inv LifePoints Balanced Strat R1 RBLRX -1.63 0.44 1.43 8.21 5.16 6.32
Russell Inv LifePoints Balanced Strat S RBLSX -1.63 0.44 1.41 8.08 5.07 6.22
Russell Inv LifePoints Balanced Strat R4 RBLUX -1.64 0.35 1.37 7.90 4.88 6.04
Russell Inv LifePoints Balanced Strat R5 RBLVX -1.64 0.35 1.31 7.64 4.62 5.77
American Funds Retire Inc Port-Mod R1 RBRPX -1.82 -0.44 1.53 7.47 --- ---
Russell Inv LifePoints Balanced StratT RBSAX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R1 RCRPX -1.84 0.09 2.63 10.04 --- ---
State Farm Equity & Bond R3 REBHX -0.97 1.50 3.58 13.77 7.23 9.76
State Farm Equity & Bond R1 REBOX -0.98 1.50 3.51 13.69 6.84 9.30
State Farm Equity & Bond R2 REBTX -1.06 1.42 3.50 13.62 6.97 9.46
American Funds Retire Inc Port-Mod R2 RERPX -1.82 -0.44 1.51 7.58 --- ---
American Funds Retire Inc Port-Enh R2 RFRPX -1.93 -0.09 2.54 9.99 --- ---
American Funds Cnsrv Gr & Inc R-5E RGOFX -1.63 -0.08 2.20 8.76 --- ---
American Funds Moderate Gr & Inc R-5E RGPFX -1.12 1.35 3.69 14.48 --- ---
American Funds Retire Inc Port-Mod R2E RHRPX -1.73 -0.35 1.81 8.46 --- ---
Rational Strategic Allocation C RHSCX -1.26 1.40 3.31 8.98 --- ---
Rational Strategic Allocation Instl RHSIX -1.17 1.60 3.61 10.09 --- ---
American Funds Cnsrv Gr & Inc R-2 RINBX -1.71 -0.24 1.92 7.70 4.70 6.04
American Funds Cnsrv Gr & Inc R-4 RINEX -1.63 -0.08 2.13 8.52 5.51 6.88
American Funds Cnsrv Gr & Inc R-5 RINFX -1.62 -0.08 2.13 8.82 5.79 7.17
American Funds Cnsrv Gr & Inc R-6 RINGX -1.62 0.00 2.23 8.87 5.88 7.23
American Funds Retire Inc Port-Enh R2E RIRPX -1.83 0.09 2.76 10.84 --- ---
American Funds Retire Inc Port-Mod R3 RKRPX -1.82 -0.44 1.64 7.87 --- ---
American Funds American Balanced R1 RLBAX -1.71 0.30 2.99 11.37 7.11 9.34
American Funds American Balanced R2 RLBBX -1.71 0.30 3.03 11.39 7.14 9.38
American Funds American Balanced R3 RLBCX -1.67 0.37 3.14 11.90 7.61 9.83
American Funds American Balanced R4 RLBEX -1.63 0.41 3.21 12.23 7.93 10.17
American Funds American Balanced R5 RLBFX -1.59 0.44 3.32 12.61 8.25 10.50
American Funds American Balanced R6 RLBGX -1.59 0.44 3.33 12.63 8.30 10.55
American Funds American Balanced R5E RLEFX -1.63 0.41 3.27 12.50 --- ---
American Funds Retire Inc Port-Enh R3 RLRPX -1.84 0.00 2.58 10.12 --- ---
RiverFront Moderate Growth & Income Inv RMIAX -1.30 0.91 2.68 9.77 5.10 6.50
RiverFront Moderate Growth & Income C RMICX -1.40 0.76 2.50 8.96 4.30 5.69
RiverFront Moderate Growth & Income I RMIIX -1.30 0.91 2.73 10.05 5.35 6.75
American Funds Cnsrv Gr & Inc R-2E RNBEX -1.71 -0.16 1.92 8.01 5.32 ---
American Funds Cnsrv Gr & Inc R-1 RNCAX -1.71 -0.24 1.90 7.72 4.68 6.06
American Funds Cnsrv Gr & Inc R-3 RNCCX -1.71 -0.16 2.04 8.23 5.18 6.53
RiverNorth Core Opportunity I RNCIX -1.90 0.28 3.90 12.59 7.20 ---
RiverNorth Core Opportunity R RNCOX -1.99 0.28 3.81 12.38 6.92 7.78
American Funds Retire Inc Port-Mod R4 RNRPX -1.73 -0.35 1.73 8.27 --- ---
T. Rowe Price Balanced RPBAX -1.36 1.36 3.06 14.85 7.57 9.23
American Funds Retire Inc Port-Enh R4 RPRPX -1.84 0.09 2.68 10.58 --- ---
American Funds Retire Inc Port-Mod R5E RRPPX -1.73 -0.35 1.79 8.58 --- ---
American Funds Retire Inc Port-Enh R5E RRQPX -1.84 0.09 2.74 10.86 --- ---
American Funds Retire Inc Port-Mod R5 RRRPX -1.73 -0.35 1.78 8.39 --- ---
Regal Total Return A RTRTX -1.97 0.71 3.60 10.08 4.50 ---
American Funds Retire Inc Port-Mod R6 RURPX -1.73 -0.35 1.79 8.50 --- ---
American Funds Retire Inc Port-Enh R6 RVRPX -1.83 0.09 2.76 10.80 --- ---
American Funds Retire Inc Port-Enh R5 RXRPX -1.75 0.17 2.84 10.89 --- ---
Principal SAM Balanced A SABPX -1.66 0.44 2.48 10.84 5.84 7.68
SA Worldwide Moderate Growth SAWMX -2.05 0.88 4.20 12.25 --- ---
Touchstone Balanced C SBACX -1.45 0.93 3.70 11.85 6.48 8.00
QS Conservative Growth A SBBAX -1.35 0.62 2.88 9.98 5.67 6.72
QS Conservative Growth C SCBCX -1.42 0.53 2.66 9.15 4.90 5.96
Principal SAM Balanced C SCBPX -1.68 0.32 2.33 10.04 5.07 6.89
Sextant Core SCORX -2.28 -0.46 1.28 10.47 4.04 5.40
State Farm Equity & Bond Instl SEBIX -0.96 1.48 3.57 13.86 7.30 9.84
Touchstone Balanced A SEBLX -1.41 1.02 3.91 12.75 7.31 8.84
1919 Socially Responsive Balanced B SESIX -0.89 1.54 3.32 13.43 5.52 7.55
1919 Socially Responsive Balanced C SESLX -0.86 1.60 3.38 13.55 5.66 7.83
Wells Fargo Index Asset Allocation A SFAAX -1.16 1.00 3.15 9.97 6.57 10.52
Great-West SecureFoundation® Bal ETF A SFBPX -1.68 0.21 2.54 10.40 6.39 7.81
Sit Balanced SIBAX -1.00 1.54 3.12 14.83 7.76 9.59
Touchstone Balanced Y SIBLX -1.37 1.08 3.95 13.02 7.55 9.11
State Farm Equity & Bond Premier SLBAX -1.03 1.46 3.53 13.83 7.16 9.65
State Farm Equity & Bond B Legacy SLBBX -1.03 1.46 3.53 13.72 6.79 9.23
SEI Conservative Strategy Allc F (SAAT) SMGAX -1.85 -1.92 -0.48 5.31 5.63 8.78
Stringer Moderate Growth A SRQAX -2.27 0.28 2.45 10.22 --- ---
Stringer Moderate Growth C SRQCX -2.27 0.19 2.32 9.50 --- ---
Stringer Moderate Growth Institutional SRQIX -2.18 0.37 2.64 10.62 --- ---
1919 Socially Responsive Balanced A SSIAX -0.82 1.67 3.54 14.39 6.45 8.61
SEI Defensive Strategy Allc F (SAAT) STDAX -1.73 -1.79 -0.37 5.27 5.62 8.36
State Farm Balanced STFBX -2.72 -0.64 2.25 8.13 5.59 7.71
JHancock Balanced A SVBAX -1.99 1.03 4.00 11.16 6.30 8.54
JHancock Balanced B SVBBX -2.04 0.93 3.83 10.42 5.57 7.78
JHancock Balanced C SVBCX -2.04 0.98 3.83 10.47 5.56 7.78
JHancock Balanced I SVBIX -1.99 1.08 4.09 11.51 6.63 8.88
Savos Dynamic Hedging SVDHX -5.12 -1.33 2.16 12.64 --- ---
Schwab MarketTrack Balanced SWBGX -1.85 0.16 2.53 9.71 6.02 7.55
Schwab Balanced SWOBX -1.20 0.90 3.00 12.26 6.71 8.90
Transamerica Asset Alloc Interm Hrzn R4 TAAFX -1.77 0.10 2.00 8.61 5.02 6.51
Transamerica Asset Alloc Interm Hrzn R TAARX -1.86 0.10 1.93 --- --- ---
Transamerica Multi-Managed Balanced R6 TAMMX -1.81 0.32 2.76 10.58 --- ---
Transamerica Multi-Mgd Balanced I TBLIX -1.81 0.28 2.70 10.47 6.68 9.11
Transamerica Balanced II R TBLRX -1.89 0.19 2.57 9.95 6.45 8.88
Transamerica Balanced II I3 TBLTX -1.80 0.29 2.72 --- --- ---
Thrivent Moderate Allocation A THMAX -1.65 0.44 2.69 9.68 5.84 7.32
Dreyfus Balanced Opportunity J THPBX -1.58 0.96 4.64 8.82 6.66 9.03
Centaur Total Return TILDX 0.15 2.32 3.65 13.47 7.05 7.90
TIAA-CREF Managed Allc Inst TIMIX -1.37 1.01 3.26 13.79 7.50 8.58
TIAA-CREF Managed Allc Retail TIMRX -1.44 1.01 3.19 13.47 7.21 8.30
TIAA-CREF Managed Allc R TITRX -1.44 1.01 3.20 13.44 7.21 8.30
Thrivent Moderate Allocation S TMAIX -1.64 0.51 2.75 9.94 6.18 7.67
Transamerica Asset Allocation Mod Gr I TMGIX -1.74 1.27 4.05 13.03 7.14 8.96
Transamerica Asset Allocation Mod Gr Adv TMGQX 9.87 12.23 16.87 --- --- ---
Transamerica Asset Allocation Mod Gr T1 TMGUX -1.73 1.26 3.98 --- --- ---
Timothy Plan Defensive Strategies A TPDAX -2.81 -2.48 -0.48 -0.48 -0.51 -0.63
Timothy Plan Defensive Strategies C TPDCX -2.85 -2.50 -0.64 -1.27 -1.25 -1.38
Timothy Plan Defensive Strategies I TPDIX -2.73 -2.40 -0.36 -0.28 -0.24 ---
T. Rowe Price Personal Strat Bal I TPPAX -1.01 1.54 3.07 14.52 --- ---
T. Rowe Price Capital Appreciation I TRAIX -1.21 0.95 2.64 12.34 --- ---
Catalyst/SMH Total Return Income C TRICX -1.55 0.65 0.32 6.47 1.56 0.12
Catalyst/SMH Total Return Income A TRIFX -1.48 0.71 0.51 7.26 2.31 0.87
Catalyst/SMH Total Return Income I TRIIX -1.25 0.96 0.58 7.79 2.58 ---
T. Rowe Price Personal Strat Bal TRPBX -0.97 1.54 3.07 14.42 7.61 8.95
Timothy Plan Strategic Growth A TSGAX -1.80 0.41 2.51 9.01 3.15 4.82
Timothy Plan Strategic Growth C TSGCX -1.89 0.23 2.32 8.21 2.33 4.05
TIAA-CREF Lifestyle Moderate Instl TSIMX -1.38 1.06 3.21 13.78 7.34 8.46
TIAA-CREF Lifestyle Moderate Advisor TSMHX -1.38 1.06 3.19 13.71 --- ---
TIAA-CREF Lifestyle Moderate Retail TSMLX -1.45 0.99 3.14 13.51 7.07 8.16
TIAA-CREF Lifestyle Moderate Premier TSMPX -1.38 1.06 3.24 13.59 7.23 8.31
TIAA-CREF Lifestyle Moderate Retirement TSMTX -1.38 1.06 3.22 13.52 7.11 8.21
American Century Balanced Inv TWBIX -1.04 1.43 3.48 11.79 6.02 8.35
American Century Strat Allc: Mod Inv TWSMX -1.13 1.46 3.51 12.56 6.14 7.77
Waddell & Reed Continental Inc A UNCIX -2.21 0.93 3.65 8.09 3.66 7.54
USAA Cornerstone Moderately Agrsv USCRX -2.04 0.12 2.44 11.14 4.24 5.44
USAA Total Return Strategy USTRX -2.53 -1.17 0.47 0.00 -2.60 -0.99
USAA Total Return Strategy Institutional UTRIX -2.52 -1.16 0.59 0.33 -2.24 ---
Vanguard Balanced Index I VBAIX -1.47 0.55 2.91 10.95 7.17 9.34
Vanguard Balanced Index Adm VBIAX -1.50 0.52 2.91 10.92 7.15 9.33
Vanguard Balanced Index Inv VBINX -1.50 0.52 2.88 10.82 7.03 9.18
VALIC Company I Asset Allocation VCAAX -1.05 1.99 4.96 12.15 6.50 7.79
VALIC Company I Dynamic Allocation VDAFX -2.60 0.85 4.22 15.72 6.08 7.35
Vanguard STAR Inv VGSTX -1.56 1.19 3.58 15.13 7.68 9.22
Vanguard Global Wellington Admiral VGWAX -2.22 0.55 3.13 --- --- ---
Vanguard Global Wellington Investor VGWLX -2.25 0.49 3.09 --- --- ---
Virtus Herzfeld A VHFAX -2.73 0.16 4.27 12.34 7.75 7.65
Virtus Herzfeld C VHFCX -2.74 0.16 4.09 11.59 6.97 6.86
Virtus Herzfeld I VHFIX -2.65 0.32 4.41 12.71 8.08 7.94
Value Line Asset Allocation Investor VLAAX -0.12 2.22 4.20 12.72 7.16 9.05
Value Line Asset Allocation Instl VLAIX -0.09 2.25 4.27 12.98 --- ---
VALIC Company II Moderate Gr Lifestyle VMGLX -1.95 0.20 2.72 10.09 6.12 7.47
Vanguard Managed Payout Investor VPGDX -1.40 0.72 2.79 10.71 6.02 7.55
VY® T. Rowe Price Capital Apprec R6 VPRAX -1.20 0.94 2.59 12.24 --- ---
Vanguard LifeStrategy Moderate Gr Inv VSMGX -1.59 0.63 2.88 11.96 6.52 8.02
Vanguard Wellington™ Inv VWELX -2.23 0.05 3.32 11.47 7.88 9.92
Vanguard Wellington™ Admiral™ VWENX -2.22 0.06 3.33 11.56 7.97 10.01
Voya Solution Balanced Port R6 VYRLX -1.68 0.67 3.14 11.62 --- ---
Waddell & Reed Continental Inc B WACBX -2.25 0.84 3.38 6.84 2.51 6.35
Waddell & Reed Continental Inc C WACCX -2.23 0.84 3.38 7.20 2.77 6.63
Waddell & Reed Continental Inc Y WACYX -2.21 0.93 3.65 8.33 3.93 7.84
TETON Westwood Balanced I WBBIX -1.14 0.75 4.28 12.35 6.93 8.62
TETON Westwood Balanced C WBCCX -1.28 0.57 3.91 11.17 5.85 7.55
InvestEd Balanced WBLAX -1.42 1.03 3.05 12.97 5.89 7.90
TETON Westwood Balanced AAA WEBAX -1.14 0.67 4.12 11.98 6.65 8.36
TETON Westwood Balanced A WEBCX -1.14 0.66 4.11 11.77 6.42 8.08
Wells Fargo Index Asset Allocation Admin WFAIX -1.16 1.03 3.19 10.16 6.79 10.76
Wells Fargo Index Asset Allocation C WFALX -1.27 0.90 2.88 9.09 5.76 9.69
Wells Fargo Index Asset Allocation Instl WFATX -1.16 1.03 3.22 10.29 --- ---
Wells Fargo Growth Balanced A WFGBX -1.74 0.98 3.07 12.13 6.63 9.28
Wells Fargo Growth Balanced C WFGWX -1.79 0.88 2.87 11.29 5.84 8.46
Wells Fargo WealthBuilder Gr Bal A WGBAX -1.83 0.53 2.86 12.27 --- ---
Wells Fargo WealthBuilder Gr Bal C WGBFX -1.88 0.44 2.65 11.46 5.60 7.21
Westwood Income Opportunity Instl WHGIX -1.49 0.32 3.08 6.76 4.64 6.67
WesMark Balanced WMBLX -0.96 1.40 3.23 9.70 5.93 7.43
Westwood Income Opportunity A WWIAX -1.55 0.25 2.95 6.49 4.35 6.41
Westwood Worldwide Income Opp Instl WWIOX -1.69 0.96 2.84 8.95 --- ---
Loomis Sayles Multi-Asset Income Y YIDPX -1.85 1.28 3.87 10.44 6.68 7.62
Content Partners