Allocation--70% to 85% Equity: Total Returns

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Data through 8/21/2017. 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--70% to 85% Equity -1.58 8.00 1.42 9.31 4.13 8.60
American Century Strat Allc: Agrsv I AAAIX -1.06 10.65 2.18 10.79 5.66 9.27
American Century Strat Allc: Agrsv R AAARX -1.16 10.12 1.92 10.05 4.90 8.50
American Century Strat Allc: Agrsv R6 AAAUX -1.06 10.81 2.19 10.98 5.83 ---
Invesco Growth Allocation A AADAX -1.10 8.22 2.00 10.21 3.41 7.06
Invesco Growth Allocation C AADCX -1.18 7.72 1.76 9.33 2.63 6.24
Invesco Growth Allocation R5 AADIX -1.09 8.47 2.06 10.56 3.79 7.44
Invesco Growth Allocation R AADRX -1.10 8.02 1.94 9.89 3.15 6.78
Invesco Growth Allocation S AADSX -1.10 8.30 2.00 10.25 3.50 7.16
Invesco Growth Allocation Y AADYX -1.04 8.37 2.07 10.50 3.66 7.32
Invesco Growth Allocation B AAEBX -1.18 7.73 1.76 9.34 2.64 6.23
Invesco Growth Allocation R6 AAESX -1.09 --- 2.06 --- --- ---
American Century Strat Allc: Agrsv A ACVAX -1.05 10.38 2.04 10.30 5.19 8.77
American Funds Income Fund of Amer A AMECX -0.79 5.97 1.17 7.41 5.17 8.85
American Funds Income Fund of Amer F2 AMEFX -0.79 6.10 1.21 7.60 5.36 9.03
American Century One Choice Agrsv Inv AOGIX -1.04 10.50 2.21 10.76 5.60 9.37
American Century One Choice Agrsv R AORYX -1.10 10.15 2.02 10.15 --- ---
Archer Balanced ARCHX -0.79 7.13 2.11 7.58 5.64 9.00
American Century Strat Allc: Agrsv R5 ASAUX -1.06 --- 2.18 --- --- ---
Advantus Strategic Dividend Income A ASDNX -1.16 3.63 0.89 -0.22 --- ---
American Century Strat Allc: Agrsv C ASTAX -1.19 9.93 1.84 9.44 4.39 7.97
Patriot Balanced A ATBAX -1.75 3.14 0.45 6.01 1.98 5.88
Patriot Balanced I ATBIX -1.74 3.36 0.52 6.24 2.23 6.17
Patriot Balanced C ATBTX -1.80 2.67 0.23 5.20 1.21 5.06
Columbia Capital Allocation Agrsv A AXBAX -0.77 12.31 3.16 13.20 6.39 10.11
BlackRock 80/20 Target Allocation A BAAPX -1.50 7.85 1.46 9.76 4.70 10.06
BMO Growth Allocation I BABHX -1.37 9.68 1.82 11.26 4.94 ---
BMO Growth Allocation R6 BABQX -1.37 9.68 1.82 11.33 5.09 ---
BMO Growth Allocation R3 BABRX -1.47 9.23 1.62 10.61 4.38 ---
BMO Growth Allocation Y BABYX -1.37 9.46 1.72 10.91 4.64 ---
BlackRock 80/20 Target Allocation C BCAPX -1.55 7.42 1.33 8.88 3.92 9.26
Sterling Capital Strategic Allc Gr C BCGCX -0.81 8.73 2.50 10.58 3.35 7.24
Sterling Capital Strategic Allc Gr A BCMAX -0.69 9.24 2.70 11.45 4.14 8.06
Sterling Capital Strategic Allc Gr I BCMTX -0.69 9.45 2.76 11.80 4.39 8.33
BlackRock 80/20 Target Allocation Instl BIAPX -1.47 8.18 1.60 10.18 5.07 10.45
BlackRock 80/20 Target Allocation K BKAPX -1.47 8.18 1.60 10.09 --- ---
BlackRock 80/20 Target Allocation R BRAPX -1.51 7.81 1.47 9.61 4.55 9.91
Boston Trust Asset Management BTBFX -0.80 7.67 2.23 8.62 7.37 9.42
Buffalo Flexible Income BUFBX -0.97 1.60 0.62 4.81 2.10 6.13
Columbia Capital Allocation Agrsv K CAGRX -0.77 12.37 3.15 13.23 6.48 10.23
CG Core Total Return Institutional CGBNX -2.81 15.65 1.68 16.00 5.37 ---
Calamos Growth & Income I CGIIX -1.16 8.50 1.90 11.18 6.42 8.57
American Funds Growth and Inc Port 529A CGNAX -1.71 10.09 1.70 9.33 5.47 9.46
American Funds Growth and Inc Port 529C CGNCX -1.79 9.51 1.51 8.39 4.64 8.60
American Funds Growth and Inc Port 529E CGNEX -1.78 9.83 1.57 8.94 5.20 9.18
American Funds Growth and Inc Port 529F1 CGNFX -1.71 10.18 1.75 9.48 5.68 9.68
Calamos Growth & Income R CGNRX -1.22 8.13 1.75 10.58 5.91 8.03
American Funds Income Fund of Amer 529A CIMAX -0.83 5.89 1.11 7.29 5.07 8.74
American Funds Income Fund of Amer 529C CIMCX -0.88 5.37 0.92 6.45 4.26 7.90
American Funds Income Fund of Amer 529E CIMEX -0.84 5.74 1.10 7.06 4.82 8.48
American Funds Income Fund of Amer 529F1 CIMFX -0.79 6.06 1.17 7.54 5.31 8.97
Virtus Growth Allocation Strategy I CLVGX -0.76 9.02 2.04 8.82 4.65 8.49
Cavalier Multi Strategist Institutional CMSFX -2.78 5.61 0.16 7.28 2.05 ---
Cavalier Multi Strategist Advisor CMSYX -2.88 4.99 0.00 6.22 1.09 ---
Columbia Capital Allocation Agrsv R5 CPANX -0.70 12.55 3.21 13.59 6.76 ---
Columbia Capital Allocation Agrsv R CPARX -0.77 12.14 3.10 12.87 6.13 9.86
Columbia Capital Allocation Agrsv Z CPAZX -0.69 12.54 3.25 13.49 6.69 10.41
Columbia Capital Allocation Agrsv R4 CPDAX -0.70 12.45 3.21 13.51 6.66 ---
Columbia Capital Allocation Agrsv Y CPDIX -0.70 12.64 3.29 13.64 6.81 ---
American Funds College 2030 529A CTHAX -0.97 8.90 1.83 8.40 4.53 ---
American Funds College 2030 529E CTHEX -0.97 8.77 1.76 8.20 4.23 ---
American Funds College 2030 529F1 CTHFX -0.96 9.04 1.83 8.56 4.72 ---
American Funds College 2033 529A CTLAX -1.33 11.18 2.11 11.13 --- ---
American Funds College 2033 529C CTLCX -1.43 10.53 1.85 10.06 --- ---
American Funds College 2033 529E CTLEX -1.33 11.00 2.02 10.72 --- ---
American Funds College 2033 529F1 CTLFX -1.33 11.25 2.10 11.10 --- ---
American Funds College 2030 529C CTYCX -1.05 8.42 1.62 7.58 3.70 ---
Calamos Growth & Income C CVTCX -1.24 7.83 1.64 10.06 5.34 7.48
Calamos Growth & Income A CVTRX -1.18 8.34 1.84 10.89 6.16 8.30
Calamos Growth & Income T CVTTX -1.18 --- 1.84 --- --- ---
Footprints Discover Value A DAVAX 1.20 -22.55 -3.63 -14.94 -14.84 ---
Davis Appreciation & Income B DCSBX -2.40 6.43 0.69 8.91 -1.24 6.58
Davis Appreciation & Income C DCSCX -2.35 6.73 0.85 9.33 -0.97 6.82
Davis Appreciation & Income Y DCSYX -2.24 7.49 1.14 10.52 0.08 7.92
Delaware Wealth Builder R DDDRX -1.32 3.72 0.49 4.19 3.01 7.91
Delaware Wealth Builder A DDIAX -1.25 3.95 0.62 4.46 3.29 8.18
Delaware Wealth Builder C DDICX -1.39 3.43 0.37 3.68 2.52 7.36
Delaware Wealth Builder Institutional DDIIX -1.25 4.10 0.61 4.71 3.55 8.45
Delaware Foundation® Growth Allc A DFGAX -0.91 9.16 2.10 9.58 3.87 7.96
Delaware Foundation® Growth Allc C DFGCX -0.94 8.70 1.88 8.75 3.09 7.14
Delaware Foundation® Growth Allc I DFGIX -0.90 9.39 2.25 9.89 4.16 8.23
Delaware Foundation® Growth Allc R DFGRX -0.92 9.07 2.06 9.28 3.58 7.68
Disciplined Growth Investors DGIFX -2.69 4.33 0.02 6.00 6.08 9.45
MFS Growth Allocation 529A EAGWX -1.19 10.57 2.00 9.47 5.29 8.86
MFS Growth Allocation 529B EBGWX -1.26 10.04 1.76 8.68 4.50 8.04
MFS Growth Allocation 529C ECGWX -1.28 10.01 1.74 8.66 4.48 8.03
Wells Fargo Diversified Cap Bldr A EKBAX -2.85 5.87 0.26 10.26 8.98 13.47
Wells Fargo Diversified Cap Bldr C EKBCX -2.95 5.22 -0.02 9.42 8.14 12.61
Wells Fargo Diversified Cap Bldr Adm EKBDX -2.85 5.88 0.26 10.31 9.15 13.69
Wells Fargo Diversified Cap Bldr Inst EKBYX -2.77 6.07 0.25 10.59 9.37 13.91
EValuator Growth RMS Service EVGLX -1.81 8.66 2.24 10.15 --- ---
EValuator Growth RMS R4 EVGRX -1.81 8.45 2.15 9.90 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX -1.39 9.99 1.96 11.10 4.20 8.92
Fallen Angels Income FAINX -1.75 5.53 1.15 6.64 3.64 7.54
Fidelity Asset Manager® 85% FAMRX -1.01 12.61 2.48 13.48 6.23 10.57
AIG Multi-Asset Allocation A FASAX -1.36 5.33 1.64 7.29 3.97 7.18
Fidelity Advisor® Strategic Div & Inc® A FASDX -0.85 5.62 1.40 7.06 6.22 9.67
FBP Appreciation & Income Opportunities FBPBX -1.98 1.99 0.05 8.71 2.74 8.33
Frost Aggressive Allocation Investor FCAAX -1.30 5.48 0.57 5.58 2.37 ---
Fidelity Advisor® Strategic Div & Inc® C FCSDX -0.98 5.13 1.21 6.22 5.40 8.83
Fidelity Advisor Asset Manager® 85% A FEYAX -1.02 12.32 2.39 13.09 5.91 10.24
Fidelity Advisor Asset Manager® 85% C FEYCX -1.09 11.82 2.21 12.26 5.10 9.41
Fidelity Advisor Asset Manager® 85% I FEYIX -1.01 12.58 2.49 13.44 6.20 10.56
Fidelity Advisor Asset Manager® 85% M FEYTX -1.08 12.13 2.29 12.78 5.58 9.91
Franklin Founding Funds Allocation Adv FFAAX -2.29 5.79 0.17 11.34 2.99 8.72
Franklin Founding Funds Allocation C FFACX -2.42 5.02 -0.17 10.14 1.96 7.64
Franklin Founding Funds Allocation A FFALX -2.38 5.55 0.05 10.96 2.72 8.45
Franklin Founding Funds Allocation R6 FFAQX --- --- --- --- --- ---
Franklin Founding Funds Allocation R FFARX -2.44 5.36 -0.05 10.67 2.44 8.17
Fidelity® Four-in-One Index FFNOX -1.30 9.87 1.93 11.81 6.15 10.45
Franklin Growth Allocation A FGTIX -0.99 11.68 2.48 11.53 4.98 8.78
Franklin Growth Allocation R FGTRX -1.06 11.47 2.35 11.24 4.71 8.51
Franklin Growth Allocation Advisor FGTZX -0.99 11.87 2.52 11.87 5.25 9.06
American Funds Income Fund of Amer F3 FIFAX -0.75 --- 1.25 --- --- ---
AIG Multi-Asset Allocation B FMABX -1.42 4.85 1.47 6.55 3.25 6.45
AIG Multi-Asset Allocation C FMATX -1.42 4.91 1.53 6.63 3.32 6.50
Franklin NextStep Growth A FNGBX -0.75 8.14 2.49 7.88 --- ---
Franklin NextStep Growth C FNGCX -0.75 7.72 2.42 7.17 --- ---
Franklin NextStep Growth Advisor FNGVX -0.75 8.23 2.57 8.09 --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX -1.45 9.50 1.84 10.28 3.44 8.12
Nuveen Strategy Aggressive Gr Allc R3 FSASX -1.41 9.82 1.92 10.82 3.95 8.67
Nuveen Strategy Aggressive Gr Allc I FSAYX -1.38 10.18 2.08 11.40 4.46 9.20
Fidelity® Strategic Dividend & Income® FSDIX -0.84 5.81 1.46 7.39 6.50 9.97
Fidelity Advisor® Strategic Div & Inc® I FSIDX -0.85 5.76 1.45 7.34 6.48 9.95
Franklin Growth Allocation C FTGTX -1.08 11.16 2.28 10.74 4.19 7.97
Fidelity Advisor® Strategic Div & Inc® M FTSDX -0.91 5.51 1.33 6.80 5.93 9.38
American Funds Growth and Inc Port F2 GAIEX -1.71 10.21 1.69 9.54 5.75 9.75
American Funds Growth and Inc Port F1 GAIFX -1.71 10.09 1.70 9.27 5.50 9.49
American Funds Growth and Inc F3 GAIHX -1.71 --- 1.79 --- --- ---
American Funds Growth and Inc Port A GAIOX -1.71 10.12 1.71 9.32 5.55 9.54
American Funds Growth and Inc Port C GAITX -1.79 9.55 1.53 8.48 4.72 8.70
KL Allocation Advisor GAVAX -1.04 7.42 1.56 0.96 5.16 7.47
KL Allocation Institutional GAVIX -1.02 7.55 1.61 1.17 5.42 7.73
GuideStone Funds Growth Allocation Inv GCOZX -0.90 10.57 2.36 10.64 3.48 7.68
GuideStone Funds Growth Allocation Instl GGRYX -0.90 10.76 2.45 10.90 --- ---
GuidePath® Conservative Allocation Instl GITTX -0.38 7.66 1.87 4.82 1.54 ---
Nationwide Inv Dest Mod Agrsv R GMARX -1.40 8.40 1.72 10.43 4.61 8.57
Nationwide Inv Dest Mod Agrsv R6 GMIAX -1.36 8.84 1.84 11.15 5.29 9.28
GuidePath® Conservative Allocation Svc GPTCX -0.47 7.26 1.69 4.21 0.91 5.21
Pioneer Solutions Growth A GRAAX -1.11 9.50 1.52 9.62 3.15 7.36
Pioneer Solutions Growth C GRACX -1.18 9.02 1.29 8.90 2.44 6.61
Hennessy Total Return Investor HDOGX 1.36 3.36 2.62 5.64 5.75 7.89
Voya Solution Moderately Agrsv Port A IAGAX -1.52 8.82 1.48 9.76 4.40 8.53
Voya Solution Moderately Agrsv Port I IAGIX -1.38 9.29 1.64 10.41 4.94 9.11
Voya Solution Moderately Agrsv Port S IAGSX -1.41 9.11 1.57 10.15 4.67 8.82
Voya Solution Moderately Agrsv Port S2 IAGTX -1.43 9.02 1.56 9.96 4.53 8.66
Pioneer Solutions Growth Y IBGYX -1.09 9.63 1.56 9.90 3.39 7.62
American Funds Income Fund of Amer C IFACX -0.89 5.43 0.94 6.50 4.33 7.98
American Funds Income Fund of Amer F1 IFAFX -0.83 5.88 1.11 7.28 5.08 8.75
Voya Retirement Growth Port I IIRGX -1.13 8.95 1.77 9.70 4.83 8.58
Voya Retirement Growth Port A IRGPX -1.21 8.65 1.67 9.24 4.38 8.12
Voya Strategic Allocation Growth Port I ISAGX -1.46 8.91 1.37 10.02 4.82 9.29
Voya Strategic Allocation Growth Port S ISGRX -1.48 8.76 1.31 9.72 4.55 9.02
JHancock Multimanager Lifestyle Gr A JALGX -1.27 10.63 2.19 11.66 4.78 9.07
James Aggressive Allocation JAVAX -2.45 1.22 0.81 3.60 --- ---
JHancock Multimanager Lifestyle Gr B JBLGX -1.39 10.05 2.00 10.85 4.01 8.28
JHancock Multimanager Lifestyle Gr C JCLGX -1.39 10.07 1.94 10.80 4.01 8.29
JPMorgan Investor Growth & Income R6 JFBUX --- --- --- --- --- ---
JPMorgan Investor Growth & Income T JGITX -1.30 --- --- --- --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX -1.27 10.90 2.26 12.10 5.20 9.55
JHancock Multimanager Lifestyle Gr 1 JILGX -1.27 10.88 2.26 12.03 5.14 9.48
JHancock Multi-Index Lifestyle Growth 1 JLGOX -1.17 9.13 1.98 10.49 5.63 ---
JHancock Multi-Index Lifestyle Growth R6 JLGSX -1.17 9.12 1.98 10.52 5.65 ---
JHancock Multimanager Lifestyle Gr R1 JPLGX -1.33 10.38 2.06 11.25 4.39 8.67
JHancock Multimanager Lifestyle Gr R2 JQLGX -1.28 10.56 2.14 11.56 4.64 8.96
JHancock Multimanager Lifestyle Gr R3 JRLGX -1.33 10.44 2.13 11.41 4.50 8.77
JHancock Multimanager Lifestyle Gr R4 JSLGX -1.27 10.71 2.19 11.83 4.89 9.21
JHancock Multimanager Lifestyle Gr I JTGIX -1.27 10.82 2.26 11.98 --- ---
JHancock Multimanager Lifestyle Gr R5 JTLGX -1.27 10.83 2.25 12.03 5.10 9.43
JHancock Multimanager Lifestyle Gr R6 JULGX -1.27 10.88 2.26 12.09 5.19 9.53
Miller Income C LCMNX -2.84 8.52 1.90 12.54 -0.74 ---
Loomis Sayles Dividend Income N LDINX -3.48 --- -0.75 --- --- ---
Lord Abbett Multi-Asset Growth R4 LGIKX -2.31 4.17 0.30 8.85 --- ---
Lord Abbett Multi-Asset Growth R2 LGIQX -2.32 3.97 0.19 8.43 3.42 8.38
Lord Abbett Multi-Asset Growth R3 LGIRX -2.31 4.06 0.23 8.55 3.54 8.51
Lord Abbett Multi-Asset Growth R5 LGITX -2.29 4.40 0.40 9.12 --- ---
Lord Abbett Multi-Asset Growth R6 LGIVX -2.24 4.53 0.41 9.28 --- ---
Ladenburg Growth A LGWAX -1.48 7.80 1.53 9.36 --- ---
Ladenburg Growth C LGWCX -1.58 7.29 1.27 8.43 --- ---
Ladenburg Growth I LGWIX -1.48 7.98 1.60 9.23 --- ---
Lord Abbett Multi-Asset Growth F LGXFX -2.31 4.32 0.32 9.01 3.94 8.93
QS Moderate Growth I LLAIX -1.43 7.91 1.89 9.74 4.32 8.56
QS Moderate Growth R LLMRX -1.44 7.45 1.77 9.09 3.69 ---
Miller Income A LMCJX -2.72 9.05 2.08 13.30 0.01 ---
Miller Income FI LMCKX -2.84 9.00 2.09 13.31 -0.05 ---
Miller Income I LMCLX -2.72 9.36 2.16 13.65 0.30 ---
Miller Income IS LMCMX -2.84 9.28 2.07 13.76 0.34 ---
CGM Mutual LOMMX -1.41 6.70 3.73 17.87 5.11 8.86
Lord Abbett Multi-Asset Growth F3 LOWSX -2.24 --- 0.41 --- --- ---
Loomis Sayles Dividend Income A LSCAX -3.57 2.50 -0.83 6.57 4.26 10.63
Loomis Sayles Dividend Income C LSCCX -3.59 2.06 -1.02 5.79 3.49 9.82
Loomis Sayles Dividend Income Y LSCYX -3.48 2.72 -0.77 6.83 4.52 10.90
LoCorr Spectrum Income A LSPAX -4.47 -0.88 -2.38 -2.56 -4.88 ---
LoCorr Spectrum Income C LSPCX -4.53 -1.29 -2.48 -3.23 -5.57 ---
LoCorr Spectrum Income I LSPIX -4.45 -0.56 -2.17 -2.24 -4.59 ---
Lord Abbett Multi-Asset Growth A LWSAX -2.30 4.23 0.34 8.84 3.79 8.77
Lord Abbett Multi-Asset Growth B LWSBX -2.37 3.71 0.10 7.99 3.00 7.95
Lord Abbett Multi-Asset Growth C LWSCX -2.33 3.75 0.15 8.04 3.03 7.96
Lord Abbett Multi-Asset Growth P LWSPX -2.28 4.05 0.27 8.58 3.61 8.59
Lord Abbett Multi-Asset Growth I LWSYX -2.29 4.40 0.40 9.13 4.04 9.04
Madison Aggressive Allocation C MAACX -0.92 8.96 1.90 9.74 4.73 8.50
Madison Aggressive Allocation B MAGBX -0.93 8.97 1.90 9.75 4.74 8.48
MFS Growth Allocation R3 MAGEX -1.19 10.64 2.00 9.52 5.33 8.91
MFS Growth Allocation R4 MAGJX -1.18 10.79 2.04 9.77 5.60 9.18
MFS Growth Allocation R1 MAGMX -1.28 10.09 1.75 8.66 4.53 8.08
Madison Aggressive Allocation A MAGSX -0.90 9.49 2.02 10.57 5.53 9.29
MFS Growth Allocation A MAGWX -1.18 10.60 1.99 9.54 5.33 8.90
MFS Growth Allocation B MBGWX -1.30 10.07 1.80 8.72 4.54 8.09
MFS Growth Allocation C MCGWX -1.26 10.12 1.82 8.69 4.53 8.09
Praxis Genesis Growth A MGAFX -1.62 7.87 1.61 9.13 4.40 8.31
MFS Growth Allocation R2 MGALX -1.21 10.43 1.93 9.25 5.07 8.64
MainStay Moderate Growth Allocation A MGDAX -1.89 7.66 1.08 10.05 4.10 9.23
MainStay Moderate Growth Allocation B MGDBX -1.99 7.02 0.89 9.04 3.16 8.23
MainStay Moderate Growth Allocation C MGDCX -1.99 7.02 0.89 9.12 3.16 8.23
MainStay Moderate Growth Allocation I MGDIX -1.87 7.87 1.20 10.43 4.39 9.52
MainStay Moderate Growth Allocation Inv MGDNX -1.96 7.52 1.08 9.88 3.92 9.04
MainStay Moderate Growth Allocation R3 MGDRX -1.90 7.45 1.08 9.73 --- ---
MFS Growth Allocation I MGWIX -1.17 10.79 2.07 9.85 5.60 9.18
MassMutual RetireSMART Moderate Gr A MOGAX -1.14 9.43 1.95 11.02 3.83 8.20
MassMutual RetireSMART Mod Gr R3 MROTX -1.15 9.31 1.87 10.91 3.69 ---
MassMutual RetireSMART Mod Gr I MROUX -1.05 9.81 2.06 11.64 4.37 ---
MassMutual RetireSMART Moderate Gr Svc MROYX -1.14 9.67 1.96 11.41 4.17 8.56
MassMutual RetireSMART Mod Gr R4 MROZX -1.24 9.41 1.87 11.05 3.90 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX -1.14 9.57 1.96 11.25 4.06 8.46
MassMutual RetireSMART Moderate Gr R5 MRSSX -1.05 9.81 2.06 11.55 4.29 8.66
Great-West Moderately Agg Prfl Inv MXBPX -1.43 7.56 1.29 9.74 5.74 9.34
Great-West Moderately Agg Prfl L MXFPX -1.54 7.41 1.22 9.53 5.47 9.08
Great-West Moderately Agg Prfl Instl MXHRX -1.36 7.90 1.48 10.20 --- ---
Nationwide Inv Dest Mod Agrsv A NDMAX -1.36 8.66 1.76 10.78 4.90 8.90
Nationwide Inv Dest Mod Agrsv C NDMCX -1.49 8.06 1.53 9.96 4.15 8.11
Nationwide Inv Dest Mod Agrsv Svc NDMSX -1.37 8.53 1.74 10.64 4.86 8.83
North Star Opportunity I NSOIX -4.73 0.77 -1.54 5.90 1.94 8.40
North Star Opportunity A NSOPX -4.72 0.56 -1.68 5.62 1.84 7.68
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX -1.37 8.82 1.82 11.09 5.16 ---
Oppenheimer Active Allc A OAAAX -1.29 11.25 2.00 10.54 4.48 8.61
Oppenheimer Active Allc B OAABX -1.31 10.77 1.80 9.69 3.72 7.78
Oppenheimer Active Allc C OAACX -1.33 10.74 1.75 9.64 3.71 7.80
Oppenheimer Active Allc R OAANX -1.30 11.06 1.94 10.25 4.23 8.34
Oppenheimer Active Allc Y OAAYX -1.28 11.37 2.05 10.81 4.74 8.89
JPMorgan Investor Growth & Income C ONECX -1.39 7.93 1.47 10.47 4.64 8.14
JPMorgan Investor Growth & Income I ONGFX -1.32 8.47 1.66 11.38 5.45 9.00
JPMorgan Investor Growth & Income A ONGIX -1.36 8.33 1.57 11.06 5.18 8.71
Pacific Advisors Balanced A PAABX -4.66 -0.88 -2.26 1.53 -8.24 -0.22
Putnam Dynamic Asset Allocation Gr R5 PADEX -1.08 9.67 2.48 12.78 6.53 11.04
Putnam Dynamic Asset Allocation Gr A PAEAX -1.10 9.51 2.45 12.53 6.27 10.77
Putnam Dynamic Asset Allocation Gr B PAEBX -1.18 8.99 2.20 11.63 5.47 9.92
Putnam Dynamic Asset Allocation Gr C PAECX -1.16 8.97 2.21 11.63 5.48 9.94
Putnam Dynamic Asset Allocation Gr R6 PAEEX -1.08 9.79 2.48 12.91 6.65 11.16
Putnam Dynamic Asset Allocation Gr M PAGMX -1.12 9.20 2.26 11.92 5.74 10.22
Putnam Dynamic Asset Allocation Gr Y PAGYX -1.03 9.67 2.48 12.77 6.53 11.04
Putnam Dynamic Asset Allocation Gr R PASRX -1.06 9.38 2.38 12.20 6.01 10.50
Prospector Capital Appreciation PCAFX -2.14 3.45 0.00 8.62 4.24 7.95
Principal SAM Conservative Growth R1 PCGGX -0.90 9.86 2.38 10.03 4.67 8.79
Principal SAM Conservative Growth J PCGJX -0.90 10.30 2.55 10.74 5.36 9.45
Principal SAM Conservative Growth R3 PCGPX -0.90 10.04 2.44 10.36 4.99 9.12
Principal SAM Conservative Growth R2 PCGVX -0.96 9.84 2.38 10.14 4.79 8.91
Principal SAM Conservative Growth Inst PCWIX -0.83 10.43 2.64 11.00 5.61 9.74
Principal SAM Conservative Growth R5 PCWPX -0.89 10.23 2.54 10.70 5.34 9.47
Principal SAM Conservative Growth R4 PCWSX -0.89 10.14 2.47 10.55 5.20 9.33
Pacific Advisors Balanced C PGBCX -4.73 -1.50 -2.57 0.72 -8.97 -1.00
Pacific Funds Port Optim Gr Adv PMADX -1.23 8.73 1.81 10.83 5.20 ---
Pacific Funds Port Optim Gr A PODAX -1.24 8.60 1.81 10.65 4.95 8.17
Pacific Funds Port Optim Gr B PODBX -1.32 8.04 1.57 9.81 4.16 7.43
Pacific Funds Port Optim Gr C PODCX -1.33 7.99 1.57 9.76 4.16 7.43
Pacific Funds Port Optim Gr R PODRX -1.24 8.39 1.75 10.36 4.69 7.91
1789 Growth and Income C PSECX -3.17 -0.92 -1.45 -1.38 0.96 6.28
1789 Growth and Income P PSEPX -3.00 -0.26 -1.20 -0.39 1.98 ---
Putnam Capital Spectrum A PVSAX -8.15 5.92 -4.74 10.58 1.27 10.10
Putnam Capital Spectrum B PVSBX -8.21 5.43 -4.90 9.73 0.52 9.27
Putnam Capital Spectrum C PVSCX -8.22 5.41 -4.91 9.72 0.52 9.27
Putnam Capital Spectrum M PVSMX -8.19 5.57 -4.85 9.99 0.77 9.54
Putnam Capital Spectrum R PVSRX -8.15 5.78 -4.78 10.29 1.03 9.83
Putnam Capital Spectrum Y PVSYX -8.14 6.08 -4.67 10.84 1.54 10.37
American Funds Growth and Inc Port R3 RAICX -1.78 9.83 1.57 8.94 5.18 9.15
Russell Inv LifePoints Growth Strat A RALAX -1.02 7.69 1.12 10.55 3.83 7.36
Russell Inv LifePoints Growth Strat C RALCX -1.05 7.10 0.91 9.66 3.04 6.53
Russell Inv LifePoints Growth Strat E RALEX -1.02 7.65 1.04 10.50 3.80 7.33
Russell Inv LifePoints Growth Strat R1 RALRX -0.93 7.93 1.19 10.94 4.15 7.72
Russell Inv LifePoints Growth Strat S RALSX -1.01 7.84 1.11 10.81 4.08 7.61
Russell Inv LifePoints Growth Strat R4 RALUX -0.94 7.75 1.12 10.63 3.90 7.45
Russell Inv LifePoints Growth Strat R5 RALVX -1.02 7.51 1.04 10.25 3.63 7.18
Brookfield Real Assets Securities A RASAX -1.37 7.23 0.48 2.90 --- ---
Brookfield Real Assets Securities C RASCX -1.48 6.61 0.29 2.14 --- ---
Brookfield Real Assets Securities I RASIX -1.49 7.00 0.36 2.76 --- ---
Brookfield Real Assets Securities Y RASYX -1.38 7.11 0.36 2.76 --- ---
American Funds Growth and Inc Port R2E RBEGX -1.78 9.72 1.59 8.78 --- ---
Columbia Capital Allocation Agrsv C RBGCX -0.87 11.69 2.91 12.30 5.61 9.31
Russell Inv LifePoints Equity Gr Strat A REAAX -1.31 8.54 1.11 12.46 4.27 8.30
Russell Inv LifePoints Equity Gr Strat C RELCX -1.38 7.97 0.88 11.69 3.49 7.50
Russell Inv LifePoints Equity Gr Strat E RELEX -1.26 8.55 1.13 12.55 4.31 8.31
Russell Inv LifePoints Equity Gr StratR1 RELRX -1.23 8.84 1.26 12.93 4.65 8.70
Russell Inv LifePoints Equity Gr Strat S RELSX -1.23 8.75 1.18 12.79 4.55 8.59
Russell Inv LifePoints Equity Gr StratR4 RELUX -1.26 8.64 1.13 12.68 4.37 8.42
Russell Inv LifePoints Equity Gr StratR5 RELVX -1.28 8.42 1.06 12.36 4.12 8.16
American Funds Growth and Inc Port R1 RGNAX -1.78 9.62 1.54 8.50 4.73 8.68
American Funds Growth and Inc Port R2 RGNBX -1.79 9.58 1.54 8.51 4.73 8.68
American Funds Growth and Inc Port R4 RGNEX -1.78 10.02 1.63 9.22 5.50 9.50
American Funds Growth and Inc Port R5 RGNFX -1.70 10.29 1.77 9.66 5.83 9.81
American Funds Growth and Inc Port R6 RGNGX -1.71 10.33 1.78 9.64 5.88 9.85
American Funds Growth and Inc Port R5E RGQFX -1.71 10.26 1.70 9.53 --- ---
Russell Inv LifePoints Growth Strat A1 RGTAX -1.02 --- --- --- --- ---
American Funds Income Fund of Amer R1 RIDAX -0.88 5.38 0.93 6.48 4.31 7.95
American Funds Income Fund of Amer R2 RIDBX -0.89 5.41 0.94 6.47 4.32 7.97
American Funds Income Fund of Amer R3 RIDCX -0.84 5.70 1.04 6.95 4.77 8.44
American Funds Income Fund of Amer R4 RIDEX -0.79 5.94 1.16 7.30 5.10 8.77
American Funds Income Fund of Amer R5 RIDFX -0.79 6.08 1.22 7.60 5.41 9.08
American Funds Income Fund of Amer R6 RIDGX -0.79 6.15 1.19 7.65 5.46 9.15
American Funds Income Fund of Amer R5E RIDHX -0.79 6.02 1.21 7.48 --- ---
American Funds Income Fund of Amer R2E RIEBX -0.88 5.59 1.01 6.78 --- ---
Davis Appreciation & Income A RPFCX -2.28 7.25 1.07 10.16 -0.15 7.70
Russell Inv LifePoints Equity Gr StratA1 RQTAX -1.34 --- --- --- --- ---
Principal SAM Conservative Growth A SAGPX -0.87 10.21 2.53 10.65 5.24 9.36
QS Moderate Growth C SCGCX -1.52 7.20 1.67 8.64 3.30 7.55
Principal SAM Conservative Growth C SCGPX -0.93 9.65 2.34 9.82 4.45 8.54
QS Moderate Growth A SCGRX -1.48 7.71 1.88 9.41 4.02 8.28
Virtus Growth Allocation Strategy A SGIAX -0.77 8.95 2.04 8.63 4.47 8.31
Virtus Growth Allocation Strategy C SGILX -0.89 8.55 1.89 7.94 3.83 7.62
SEI Market Growth Strategy Allc F (SAAT) SGOAX -1.73 8.86 1.94 11.76 4.95 10.17
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX -1.74 8.87 1.95 11.77 4.94 10.18
SEI Core Market Strategy Allc F (SAAT) SKTAX -1.75 8.83 1.96 11.80 4.94 10.17
SMI 50/40/10 SMIRX -1.93 8.09 1.20 6.46 --- ---
Pioneer Solutions Growth R SOGRX -1.12 9.31 1.38 9.37 --- ---
Schwab MarketTrack Growth SWHGX -1.72 6.78 1.37 10.11 5.59 9.48
SEI Moderate Strategy Allc F (SAAT) SXMAX -0.98 6.83 1.89 8.53 6.68 10.66
Thrivent Growth and Income Plus A TEIAX -1.96 6.64 0.78 6.81 3.54 7.12
Thrivent Growth and Income Plus S TEIIX -1.86 6.87 0.95 7.18 3.89 7.51
T. Rowe Price Personal Strat Gr I TGIPX -0.84 13.48 3.50 14.49 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX -1.29 8.20 1.68 11.39 5.58 9.25
Thrivent Moderately Agrsv Allocation S TMAFX -1.21 8.44 1.81 11.70 5.95 9.64
T. Rowe Price Personal Strat Gr TRSGX -0.87 13.38 3.44 14.35 6.63 11.01
TIAA-CREF Lifestyle Growth Institutional TSGGX -1.27 11.49 2.43 12.68 6.23 10.27
TIAA-CREF Lifestyle Growth Advisor TSGHX -1.34 11.41 2.36 12.57 --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX -1.34 11.22 2.30 12.36 5.92 9.93
TIAA-CREF Lifestyle Growth Premier TSGPX -1.34 11.32 2.36 12.45 6.06 10.09
TIAA-CREF Lifestyle Growth Retirement TSGRX -1.28 11.28 2.37 12.38 5.97 10.00
Two Oaks Diversified Growth & Income A TWOAX -2.69 2.89 -0.46 6.12 4.47 7.48
American Century Strat Allc: Agrsv Inv TWSAX -1.05 10.59 2.17 10.65 5.45 9.07
USAA Cornerstone Aggressive UCAGX -1.17 9.18 1.60 9.30 2.84 6.10
USAA First Start Growth UFSGX -0.81 9.02 1.88 9.18 3.99 8.12
UTC North American UTCNX -3.32 1.58 -0.21 4.68 3.34 6.04
VALIC Company II Agrsv Growth Lifestyle VAGLX -2.51 6.59 0.77 8.12 4.33 8.71
Value Line Income & Growth Investor VALIX -1.79 16.42 5.48 14.09 6.92 9.99
Vanguard LifeStrategy Growth Inv VASGX -1.04 10.33 2.22 11.17 5.81 9.73
Value Line Income & Growth Institutional VLIIX -1.70 16.64 5.62 14.42 --- ---
Advantus Strategic Dividend Income Instl VSDIX -1.16 3.68 0.86 0.05 3.19 ---
Voya Solution Moderately Agrsv Port R6 VYROX -1.38 9.30 1.64 10.32 --- ---
InvestEd Growth WAGRX -1.62 12.31 2.19 11.25 5.71 9.85
Wells Fargo WealthBuilder Gr Allc A WGAFX -1.53 --- 2.21 --- --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX -1.60 9.89 2.07 11.53 4.67 8.35
Walden Asset Management WSBFX -1.18 6.42 1.33 7.54 6.23 8.80
WSTCM Sector Select Risk Managed Inv WSTEX -2.95 3.75 0.00 1.29 1.20 ---
WSTCM Sector Select Risk Managed Instl WSTIX -2.94 3.83 0.00 1.56 1.44 ---
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