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

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Data through 6/23/2017. 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 0.98 8.00 3.78 12.26 4.30 9.72
American Century Strat Allc: Agrsv I AAAIX 1.21 9.99 4.63 13.46 5.76 10.22
American Century Strat Allc: Agrsv R AAARX 1.08 9.60 4.32 12.52 5.01 9.46
American Century Strat Allc: Agrsv R6 AAAUX 1.21 10.15 4.63 13.66 5.94 ---
Invesco Growth Allocation A AADAX 0.80 7.44 3.41 11.89 3.23 8.28
Invesco Growth Allocation C AADCX 0.74 7.08 3.24 11.09 2.45 7.45
Invesco Growth Allocation R5 AADIX 0.86 7.69 3.60 12.40 3.63 8.67
Invesco Growth Allocation R AADRX 0.80 7.31 3.42 11.64 2.99 8.01
Invesco Growth Allocation S AADSX 0.80 7.52 3.48 12.01 3.34 8.37
Invesco Growth Allocation Y AADYX 0.86 7.59 3.55 12.27 3.51 8.53
Invesco Growth Allocation B AAEBX 0.74 7.08 3.24 11.10 2.45 7.44
Invesco Growth Allocation R6 AAESX 0.86 --- --- --- --- ---
American Century Strat Allc: Agrsv A ACVAX 1.19 9.86 4.57 12.92 5.29 9.74
American Funds Income Fund of Amer A AMECX 0.99 6.11 2.86 9.98 5.43 9.86
American Funds Income Fund of Amer F2 AMEFX 1.03 6.24 2.90 10.23 5.61 10.05
American Century One Choice Agrsv Inv AOGIX 1.13 9.75 4.41 13.20 5.65 10.31
American Century One Choice Agrsv R AORYX 1.13 9.54 4.28 12.64 --- ---
Archer Balanced ARCHX 1.05 6.45 2.88 10.31 6.15 9.70
American Century Strat Allc: Agrsv R5 ASAUX 1.21 --- --- --- --- ---
Advantus Strategic Dividend Income A ASDNX 1.00 4.40 2.22 3.20 --- ---
American Century Strat Allc: Agrsv C ASTAX 1.10 9.53 4.28 12.08 4.50 8.93
Patriot Balanced A ATBAX 1.11 4.44 2.17 9.83 2.08 6.97
Patriot Balanced I ATBIX 1.26 4.66 2.32 10.13 2.36 7.26
Patriot Balanced C ATBTX 1.07 4.08 2.00 9.02 1.32 6.15
Columbia Capital Allocation Agrsv A AXBAX 1.39 10.90 5.55 15.09 6.27 10.94
Columbia Capital Allocation Agrsv B AXPBX 1.32 10.41 5.33 14.21 5.48 10.11
BlackRock 80/20 Target Allocation A BAAPX 1.11 7.95 4.05 12.11 4.96 11.44
BMO Growth Allocation I BABHX 1.11 9.47 4.25 14.00 5.08 ---
BMO Growth Allocation R6 BABQX 1.11 9.47 4.25 14.07 5.22 ---
BMO Growth Allocation R3 BABRX 1.01 9.12 4.04 13.34 4.55 ---
BMO Growth Allocation Y BABYX 1.01 9.24 4.15 13.53 4.81 ---
BlackRock 80/20 Target Allocation C BCAPX 1.06 7.61 3.81 11.28 4.18 10.61
Sterling Capital Strategic Allc Gr C BCGCX 1.39 7.45 3.30 10.82 3.25 8.11
Sterling Capital Strategic Allc Gr A BCMAX 1.52 7.88 3.57 11.69 4.08 8.96
Sterling Capital Strategic Allc Gr I BCMTX 1.51 8.03 3.62 12.04 4.32 9.23
BlackRock 80/20 Target Allocation Instl BIAPX 1.18 8.18 4.15 12.51 5.32 11.84
BlackRock 80/20 Target Allocation K BKAPX 1.09 8.18 4.15 12.52 --- ---
BlackRock 80/20 Target Allocation R BRAPX 1.12 7.90 3.99 11.97 4.81 11.28
Boston Trust Asset Management BTBFX 1.35 7.48 3.86 11.19 7.41 10.25
Buffalo Flexible Income BUFBX 0.94 2.28 1.42 7.81 2.62 7.09
Columbia Capital Allocation Agrsv K CAGRX 1.39 10.96 5.53 15.21 6.37 11.06
CG Core Total Return Institutional CGBNX 3.00 17.94 8.90 22.85 6.23 ---
Calamos Growth & Income I CGIIX 0.97 8.18 4.15 14.27 6.62 9.48
American Funds Growth and Inc Port 529A CGNAX 1.27 10.01 4.50 12.11 5.66 10.68
American Funds Growth and Inc Port 529C CGNCX 1.23 9.59 4.24 11.24 4.82 9.80
American Funds Growth and Inc Port 529E CGNEX 1.28 9.90 4.44 11.87 5.40 10.41
American Funds Growth and Inc Port 529F1 CGNFX 1.25 10.11 4.55 12.35 5.86 10.89
Calamos Growth & Income R CGNRX 0.94 7.92 4.00 13.72 6.10 8.95
American Funds Income Fund of Amer 529A CIMAX 0.98 6.08 2.84 9.91 5.32 9.76
American Funds Income Fund of Amer 529C CIMCX 0.92 5.70 2.61 9.06 4.52 8.90
American Funds Income Fund of Amer 529E CIMEX 1.01 5.97 2.79 9.69 5.09 9.50
American Funds Income Fund of Amer 529F1 CIMFX 0.99 6.20 2.86 10.17 5.56 10.00
RidgeWorth Growth Allocation Strategy I CLVGX 1.03 8.25 4.16 11.58 4.64 9.33
Cavalier Multi Strategist Institutional CMSFX 1.22 7.34 1.80 11.58 3.05 ---
Cavalier Multi Strategist Advisor CMSYX 1.18 6.86 1.61 10.50 2.05 ---
Columbia Capital Allocation Agrsv R5 CPANX 1.49 11.11 5.65 15.51 6.65 ---
Columbia Capital Allocation Agrsv R CPARX 1.40 10.81 5.51 14.86 6.03 10.69
Columbia Capital Allocation Agrsv Z CPAZX 1.40 11.04 5.57 15.40 6.55 11.23
Columbia Capital Allocation Agrsv R4 CPDAX 1.42 11.02 5.65 15.44 6.55 ---
Columbia Capital Allocation Agrsv Y CPDIX 1.42 11.12 5.66 15.48 6.67 ---
American Funds College 2030 529A CTHAX 1.14 8.41 3.91 10.23 4.45 ---
American Funds College 2030 529E CTHEX 1.07 8.28 3.85 9.95 4.16 ---
American Funds College 2030 529F1 CTHFX 1.06 8.47 3.90 10.39 4.64 ---
American Funds College 2033 529A CTLAX 1.19 10.48 4.73 13.08 --- ---
American Funds College 2033 529C CTLCX 1.11 10.03 4.48 12.10 --- ---
American Funds College 2033 529E CTLEX 1.19 10.40 4.64 12.66 --- ---
American Funds College 2033 529F1 CTLFX 1.19 10.56 4.72 13.15 --- ---
American Funds College 2030 529C CTYCX 1.00 8.00 3.72 9.33 3.62 ---
Calamos Growth & Income C CVTCX 0.90 7.69 3.85 13.14 5.54 8.38
Calamos Growth & Income A CVTRX 0.97 8.10 4.10 14.01 6.37 9.22
Calamos Growth & Income T CVTTX 0.97 --- 4.07 --- --- ---
Calamos Growth & Income B CVTYX 0.89 7.61 3.88 13.08 5.54 8.62
Footprints Discover Value A DAVAX -3.62 -22.39 -14.09 -20.50 -14.05 ---
Davis Appreciation & Income B DCSBX 0.17 6.46 3.63 12.31 0.01 7.29
Davis Appreciation & Income C DCSCX 0.24 6.70 3.79 12.78 0.29 7.52
Davis Appreciation & Income Y DCSYX 0.35 7.26 4.08 13.99 1.34 8.63
Delaware Wealth Builder R DDDRX 0.87 4.32 2.28 7.26 3.56 8.90
Delaware Wealth Builder A DDIAX 0.83 4.46 2.36 7.54 3.82 9.18
Delaware Wealth Builder C DDICX 0.79 4.09 2.18 6.75 3.05 8.35
Delaware Wealth Builder Institutional DDIIX 0.92 4.58 2.42 7.81 4.08 9.45
Delaware Foundation® Growth Allc A DFGAX -2.93 3.99 0.15 7.35 2.31 7.99
Delaware Foundation® Growth Allc C DFGCX -3.20 3.49 -0.23 6.45 1.48 7.15
Delaware Foundation® Growth Allc I DFGIX -2.94 4.15 0.22 7.68 2.59 8.27
Delaware Foundation® Growth Allc R DFGRX -3.22 3.75 -0.11 6.92 1.99 7.66
Disciplined Growth Investors DGIFX 1.78 6.58 4.19 14.55 7.86 11.43
MFS Growth Allocation 529A EAGWX 1.12 10.23 5.31 12.20 5.17 10.09
MFS Growth Allocation 529B EBGWX 1.03 9.82 5.05 11.30 4.37 9.26
MFS Growth Allocation 529C ECGWX 1.05 9.84 5.11 11.37 4.37 9.26
Wells Fargo Diversified Cap Bldr A EKBAX 0.00 6.45 2.25 16.61 9.54 15.20
Wells Fargo Diversified Cap Bldr C EKBCX -0.10 5.98 2.05 15.72 8.73 14.32
Wells Fargo Diversified Cap Bldr Adm EKBDX 0.00 6.46 2.25 16.69 9.73 15.43
Wells Fargo Diversified Cap Bldr Inst EKBYX 0.10 6.67 2.37 17.11 9.97 15.68
EValuator Growth RMS Service EVGLX 1.51 8.56 4.49 13.20 --- ---
EValuator Growth RMS R4 EVGRX 1.51 8.36 4.39 12.83 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX 0.85 9.07 4.09 12.42 4.16 10.11
Fallen Angels Income FAINX 1.88 6.98 3.83 11.44 3.98 8.61
Fidelity Asset Manager® 85% FAMRX 1.10 11.52 5.32 16.31 5.85 11.62
AIG Multi-Asset Allocation A FASAX 1.11 5.09 2.91 10.48 4.06 7.77
Fidelity Advisor® Strategic Div & Inc® A FASDX 1.26 5.96 2.98 10.42 6.72 10.85
FBP Appreciation & Income Opportunities FBPBX 0.11 2.43 1.38 12.31 3.07 9.67
Frost Aggressive Allocation Investor FCAAX 0.57 5.88 2.80 8.71 2.77 ---
Fidelity Advisor® Strategic Div & Inc® C FCSDX 1.20 5.60 2.76 9.61 5.92 9.99
Fidelity Advisor Asset Manager® 85% A FEYAX 1.11 11.29 5.25 15.92 5.52 11.30
Fidelity Advisor Asset Manager® 85% C FEYCX 1.01 10.89 5.04 15.03 4.71 10.44
Fidelity Advisor Asset Manager® 85% I FEYIX 1.10 11.48 5.34 16.27 5.84 11.62
Fidelity Advisor Asset Manager® 85% M FEYTX 1.06 11.15 5.16 15.62 5.20 10.96
Franklin Founding Funds Allocation Adv FFAAX 0.21 6.43 2.56 15.19 2.91 10.42
Franklin Founding Funds Allocation C FFACX 0.14 5.88 2.33 14.08 1.90 9.34
Franklin Founding Funds Allocation A FFALX 0.21 6.24 2.51 14.83 2.64 10.16
Franklin Founding Funds Allocation R FFARX 0.21 6.15 2.43 14.62 2.39 9.89
Fidelity® Four-in-One Index FFNOX 1.34 9.71 4.77 14.52 6.22 11.69
Franklin Growth Allocation A FGTIX 0.95 10.71 4.70 13.22 4.82 9.55
Franklin Growth Allocation R FGTRX 0.96 10.61 4.65 12.94 4.57 9.28
Franklin Growth Allocation Advisor FGTZX 0.94 10.84 4.74 13.50 5.07 9.83
American Funds Income Fund of Amer F3 FIFAX 1.02 --- 2.93 --- --- ---
AIG Multi-Asset Allocation B FMABX 1.05 4.72 2.73 9.72 3.34 7.05
AIG Multi-Asset Allocation C FMATX 1.05 4.79 2.73 9.81 3.40 7.10
Franklin NextStep Growth A FNGBX 1.45 7.51 3.85 9.00 --- ---
Franklin NextStep Growth C FNGCX 1.46 7.18 3.69 8.18 --- ---
Franklin NextStep Growth Advisor FNGVX 1.54 7.59 3.93 9.21 --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX 0.75 8.70 3.91 11.63 3.38 9.28
Nuveen Strategy Aggressive Gr Allc R3 FSASX 0.86 8.97 4.08 12.22 3.91 9.83
Nuveen Strategy Aggressive Gr Allc I FSAYX 0.91 9.26 4.29 12.80 4.44 10.39
Fidelity® Strategic Dividend & Income® FSDIX 1.25 6.08 3.04 10.74 7.00 11.14
Fidelity Advisor® Strategic Div & Inc® I FSIDX 1.32 6.10 3.06 10.76 7.01 11.14
Franklin Growth Allocation C FTGTX 0.92 10.34 4.49 12.39 4.03 8.73
Fidelity Advisor® Strategic Div & Inc® M FTSDX 1.26 5.92 2.94 10.17 6.46 10.56
American Funds Growth and Inc Port F2 GAIEX 1.26 10.13 4.56 12.40 5.94 10.99
American Funds Growth and Inc Port F1 GAIFX 1.27 10.09 4.49 12.12 5.69 10.71
American Funds Growth and Inc F3 GAIHX 1.36 --- 4.59 --- --- ---
American Funds Growth and Inc Port A GAIOX 1.28 10.12 4.51 12.18 5.75 10.76
American Funds Growth and Inc Port C GAITX 1.24 9.63 4.34 11.33 4.90 9.90
KL Allocation Advisor GAVAX 0.21 6.14 1.94 1.99 4.82 8.07
KL Allocation Institutional GAVIX 0.28 6.29 2.06 2.26 5.08 8.35
GuideStone Funds Growth Allocation Inv GCOZX 1.18 9.66 4.97 13.14 3.33 8.63
GuideStone Funds Growth Allocation Instl GGRYX 1.26 9.85 5.06 13.51 --- ---
GuidePath® Conservative Allocation Instl GITTX 1.29 7.17 3.97 7.12 1.52 ---
Nationwide Inv Dest Mod Agrsv R GMARX 1.04 8.20 4.12 13.02 4.43 9.70
Nationwide Inv Dest Mod Agrsv R6 GMIAX 1.18 8.54 4.28 13.71 5.10 10.41
GuidePath® Conservative Allocation Svc GPTCX 1.41 6.96 3.88 6.59 0.93 6.28
Pioneer Solutions Growth A GRAAX 0.98 9.34 4.38 11.34 3.22 8.31
Pioneer Solutions Growth C GRACX 1.05 9.02 4.23 10.60 2.52 7.56
Hennessy Total Return Investor HDOGX 1.44 2.55 1.08 6.31 5.77 8.37
Voya Solution Moderately Agrsv Port A IAGAX 0.80 8.61 3.87 12.41 4.56 9.71
Voya Solution Moderately Agrsv Port I IAGIX 0.86 8.96 4.04 12.98 5.11 10.27
Voya Solution Moderately Agrsv Port S IAGSX 0.79 8.80 4.00 12.72 4.82 9.99
Voya Solution Moderately Agrsv Port S2 IAGTX 0.79 8.72 3.92 12.52 4.66 9.84
Pioneer Solutions Growth Y IBGYX 1.04 9.47 4.44 11.59 3.49 8.58
American Funds Income Fund of Amer C IFACX 0.94 5.76 2.64 9.18 4.60 8.99
American Funds Income Fund of Amer F1 IFAFX 0.97 6.07 2.84 9.91 5.33 9.77
Voya Retirement Growth Port I IIRGX 1.20 8.65 4.07 12.29 4.96 9.68
Voya Retirement Growth Port A IRGPX 1.07 8.40 3.95 11.73 4.50 9.20
Voya Strategic Allocation Growth Port I ISAGX 0.75 8.76 3.88 12.84 4.97 10.61
Voya Strategic Allocation Growth Port S ISGRX 0.75 8.68 3.84 12.62 4.73 10.34
JHancock Multimanager Lifestyle Gr A JALGX 1.18 10.02 4.84 14.46 4.77 10.03
James Aggressive Allocation JAVAX 0.40 1.32 0.60 6.67 --- ---
JHancock Multimanager Lifestyle Gr B JBLGX 1.12 9.58 4.64 13.56 4.00 9.22
JHancock Multimanager Lifestyle Gr C JCLGX 1.18 9.66 4.64 13.65 4.03 9.23
JPMorgan Investor Growth & Income T JGITX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX 1.19 10.22 4.93 14.86 5.19 10.49
JHancock Multimanager Lifestyle Gr 1 JILGX 1.19 10.20 4.92 14.85 5.13 10.44
JHancock Multi-Index Lifestyle Growth 1 JLGOX 1.03 8.58 3.98 13.43 5.65 ---
JHancock Multi-Index Lifestyle Growth R6 JLGSX 1.03 8.57 3.97 13.46 5.67 ---
JHancock Multimanager Lifestyle Gr R1 JPLGX 1.12 9.84 4.69 14.03 4.39 9.62
JHancock Multimanager Lifestyle Gr R2 JQLGX 1.19 9.95 4.81 14.30 4.64 9.89
JHancock Multimanager Lifestyle Gr R3 JRLGX 1.19 9.90 4.78 14.21 4.49 9.72
JHancock Multimanager Lifestyle Gr R4 JSLGX 1.25 10.10 4.91 14.64 4.91 10.16
JHancock Multimanager Lifestyle Gr I JTGIX 1.25 10.21 4.93 14.80 --- ---
JHancock Multimanager Lifestyle Gr R5 JTLGX 1.18 10.16 4.90 14.77 5.09 10.38
JHancock Multimanager Lifestyle Gr R6 JULGX 1.25 10.20 4.92 14.91 5.20 10.49
Miller Income C LCMNX 2.29 9.99 4.15 20.60 0.04 ---
Loomis Sayles Dividend Income N LDINX 1.50 --- --- --- --- ---
Lord Abbett Multi-Asset Growth R4 LGIKX 0.46 4.87 2.74 12.55 --- ---
Lord Abbett Multi-Asset Growth R2 LGIQX 0.45 4.71 2.62 12.13 3.57 9.79
Lord Abbett Multi-Asset Growth R3 LGIRX 0.46 4.78 2.64 12.26 3.69 9.91
Lord Abbett Multi-Asset Growth R5 LGITX 0.45 4.99 2.74 12.83 --- ---
Lord Abbett Multi-Asset Growth R6 LGIVX 0.51 5.12 2.75 12.93 --- ---
Ladenburg Growth A LGWAX 1.33 8.17 3.92 12.33 --- ---
Ladenburg Growth C LGWCX 1.26 7.77 3.69 11.40 --- ---
Ladenburg Growth I LGWIX 1.34 8.28 3.93 12.23 --- ---
Lord Abbett Multi-Asset Growth F LGXFX 0.46 4.94 2.68 12.73 4.08 10.34
QS Moderate Growth I LLAIX 1.28 7.65 3.66 12.72 4.33 9.68
QS Moderate Growth R LLMRX 1.22 7.25 3.47 12.05 3.68 ---
Miller Income A LMCJX 2.29 10.32 4.34 21.53 0.77 ---
Miller Income FI LMCKX 2.29 10.28 4.28 21.39 0.68 ---
Miller Income I LMCLX 2.29 10.56 4.43 21.75 1.01 ---
Miller Income IS LMCMX 2.29 10.59 4.45 22.02 1.12 ---
CGM Mutual LOMMX 0.44 4.06 1.98 18.44 4.55 8.89
Lord Abbett Multi-Asset Growth F3 LOWSX 0.51 --- --- --- --- ---
Loomis Sayles Dividend Income A LSCAX 1.50 5.56 1.85 13.08 5.40 12.78
Loomis Sayles Dividend Income C LSCCX 1.42 5.23 1.60 12.19 4.63 11.95
Loomis Sayles Dividend Income Y LSCYX 1.50 5.72 1.82 13.34 5.66 13.06
LoCorr Spectrum Income A LSPAX -0.80 1.91 1.08 3.84 -3.76 ---
LoCorr Spectrum Income C LSPCX -0.88 1.50 0.83 2.98 -4.50 ---
LoCorr Spectrum Income I LSPIX -0.65 2.18 1.16 4.18 -3.51 ---
Lord Abbett Multi-Asset Growth A LWSAX 0.46 4.89 2.70 12.56 3.94 10.18
Lord Abbett Multi-Asset Growth B LWSBX 0.40 4.50 2.48 11.69 3.16 9.36
Lord Abbett Multi-Asset Growth C LWSCX 0.40 4.56 2.53 11.78 3.17 9.38
Lord Abbett Multi-Asset Growth P LWSPX 0.40 4.71 2.60 12.29 3.75 9.99
Lord Abbett Multi-Asset Growth I LWSYX 0.51 5.05 2.80 12.83 4.22 10.46
Madison Aggressive Allocation C MAACX 1.12 8.60 4.17 11.89 4.86 9.51
Madison Aggressive Allocation B MAGBX 1.12 8.60 4.17 11.90 4.84 9.52
MFS Growth Allocation R3 MAGEX 1.12 10.31 5.32 12.25 5.21 10.12
MFS Growth Allocation R4 MAGJX 1.17 10.40 5.39 12.50 5.45 10.39
MFS Growth Allocation R1 MAGMX 1.11 9.91 5.10 11.39 4.41 9.31
Madison Aggressive Allocation A MAGSX 1.26 9.04 4.42 12.80 5.66 10.36
MFS Growth Allocation A MAGWX 1.11 10.22 5.27 12.20 5.19 10.13
MFS Growth Allocation B MBGWX 1.02 9.84 5.11 11.38 4.41 9.29
MFS Growth Allocation C MCGWX 1.03 9.89 5.11 11.37 4.41 9.29
Praxis Genesis Growth A MGAFX 1.32 8.02 4.15 12.38 4.57 9.42
MFS Growth Allocation R2 MGALX 1.09 10.10 5.23 11.90 4.93 9.85
MainStay Moderate Growth Allocation A MGDAX 0.54 7.52 2.88 12.77 4.22 10.38
MainStay Moderate Growth Allocation B MGDBX 0.48 7.09 2.71 11.84 3.28 9.37
MainStay Moderate Growth Allocation C MGDCX 0.48 7.02 2.71 11.77 3.25 9.36
MainStay Moderate Growth Allocation I MGDIX 0.60 7.66 2.99 13.14 4.50 10.66
MainStay Moderate Growth Allocation Inv MGDNX 0.54 7.44 2.88 12.67 4.04 10.20
MainStay Moderate Growth Allocation R3 MGDRX 0.54 7.38 2.88 12.44 --- ---
MFS Growth Allocation I MGWIX 1.10 10.36 5.33 12.50 5.46 10.39
MassMutual RetireSMART Moderate Gr A MOGAX 0.97 8.81 4.43 12.99 3.57 9.34
MassMutual RetireSMART Mod Gr R3 MROTX 0.88 8.68 4.37 12.77 3.43 ---
MassMutual RetireSMART Mod Gr I MROUX 0.98 9.07 4.55 13.51 4.13 ---
MassMutual RetireSMART Moderate Gr Svc MROYX 0.97 9.04 4.54 13.39 3.94 9.72
MassMutual RetireSMART Mod Gr R4 MROZX 0.98 8.88 4.46 13.13 3.70 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX 0.97 8.94 4.54 13.35 3.83 9.62
MassMutual RetireSMART Moderate Gr R5 MRSSX 0.98 9.07 4.55 13.54 4.05 9.79
Great-West Moderately Agg Prfl II Inv MXBPX 1.21 7.87 4.24 12.98 5.88 10.58
Great-West Moderately Agg Prfl II L MXFPX 1.15 7.80 4.20 12.70 5.63 10.34
Great-West Moderately Agg Prfl II Instl MXHRX 1.28 8.11 4.37 13.38 --- ---
Great-West Moderately Agg Prfl I Inv MXRPX 1.28 7.81 4.27 12.86 5.76 10.47
Nationwide Inv Dest Mod Agrsv A NDMAX 1.19 8.46 4.20 13.43 4.75 10.04
Nationwide Inv Dest Mod Agrsv C NDMCX 1.14 8.06 4.02 12.65 4.00 9.26
Nationwide Inv Dest Mod Agrsv Svc NDMSX 1.08 8.33 4.18 13.29 4.68 9.98
North Star Opportunity I NSOIX 0.74 3.76 1.46 15.86 3.38 10.38
North Star Opportunity A NSOPX 0.68 3.62 1.39 15.51 3.28 9.67
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX 1.26 8.62 4.37 13.76 5.04 ---
Oppenheimer Active Allc A OAAAX 1.48 11.08 5.53 13.82 4.66 9.81
Oppenheimer Active Allc B OAABX 1.34 10.69 5.36 12.90 3.86 8.96
Oppenheimer Active Allc C OAACX 1.36 10.66 5.27 12.88 3.86 8.98
Oppenheimer Active Allc R OAANX 1.41 10.89 5.49 13.45 4.41 9.54
Oppenheimer Active Allc Y OAAYX 1.46 11.13 5.55 13.98 4.92 10.08
JPMorgan Investor Growth & Income C ONECX 0.77 7.64 3.62 12.67 4.85 9.09
JPMorgan Investor Growth & Income I ONGFX 0.88 8.08 3.91 13.63 5.68 9.97
JPMorgan Investor Growth & Income A ONGIX 0.87 8.02 3.85 13.34 5.41 9.68
Pacific Advisors Balanced A PAABX 0.17 2.12 2.12 3.43 -7.72 1.32
Putnam Dynamic Asset Allocation Gr R5 PADEX 1.12 8.72 4.18 15.19 6.50 ---
Putnam Dynamic Asset Allocation Gr A PAEAX 1.07 8.62 4.16 14.87 6.24 11.98
Putnam Dynamic Asset Allocation Gr B PAEBX 1.03 8.27 3.94 14.05 5.44 11.13
Putnam Dynamic Asset Allocation Gr C PAECX 1.01 8.23 3.95 14.06 5.45 11.14
Putnam Dynamic Asset Allocation Gr R6 PAEEX 1.12 8.84 4.23 15.32 6.62 ---
Putnam Dynamic Asset Allocation Gr M PAGMX 1.03 8.41 4.01 14.37 5.71 11.42
Putnam Dynamic Asset Allocation Gr Y PAGYX 1.12 8.72 4.18 15.18 6.49 12.25
Putnam Dynamic Asset Allocation Gr R PASRX 1.09 8.53 4.06 14.58 5.96 11.70
Prospector Capital Appreciation PCAFX 0.34 4.29 1.57 11.70 4.35 9.43
Principal SAM Conservative Growth R1 PCGGX 0.87 8.73 3.94 11.76 4.45 9.64
Principal SAM Conservative Growth J PCGJX 0.98 9.11 4.17 12.55 5.14 10.32
Principal SAM Conservative Growth R3 PCGPX 0.92 8.92 4.05 12.16 4.79 10.00
Principal SAM Conservative Growth R2 PCGVX 0.92 8.79 4.05 11.93 4.61 9.79
Principal SAM Conservative Growth Inst PCWIX 0.97 9.13 4.18 12.73 5.37 10.61
Principal SAM Conservative Growth R5 PCWPX 0.98 9.05 4.14 12.49 5.13 10.35
Principal SAM Conservative Growth R4 PCWSX 0.92 8.97 4.08 12.34 4.98 10.19
Pacific Advisors Balanced C PGBCX 0.10 1.70 1.90 2.68 -8.41 0.55
Pacific Funds Port Optim Gr Adv PMADX 1.00 8.30 4.13 13.58 5.25 ---
Pacific Funds Port Optim Gr A PODAX 1.00 8.17 4.07 13.25 4.97 9.09
Pacific Funds Port Optim Gr B PODBX 0.95 7.75 3.84 12.41 4.20 8.35
Pacific Funds Port Optim Gr C PODCX 0.88 7.70 3.85 12.36 4.19 8.35
Pacific Funds Port Optim Gr R PODRX 0.94 7.96 3.94 12.96 4.71 8.82
1789 Growth and Income A PSEAX 0.56 2.03 1.38 3.50 2.63 ---
1789 Growth and Income C PSECX 0.48 1.68 1.19 2.72 1.86 7.64
1789 Growth and Income P PSEPX 0.64 2.17 1.43 3.81 2.91 ---
Putnam Capital Spectrum A PVSAX 1.36 13.45 4.49 19.18 3.72 12.57
Putnam Capital Spectrum B PVSBX 1.28 13.04 4.27 18.26 2.94 11.72
Putnam Capital Spectrum C PVSCX 1.28 13.04 4.28 18.27 2.94 11.72
Putnam Capital Spectrum M PVSMX 1.29 13.14 4.33 18.52 3.19 12.00
Putnam Capital Spectrum R PVSRX 1.33 13.31 4.41 18.85 3.46 12.28
Putnam Capital Spectrum Y PVSYX 1.38 13.57 4.54 19.44 3.98 12.84
American Funds Growth and Inc Port R3 RAICX 1.28 9.91 4.44 11.87 5.39 10.40
Russell Inv LifePoints Growth Strat A RALAX 0.48 7.43 3.72 13.15 3.73 8.56
Russell Inv LifePoints Growth Strat C RALCX 0.41 7.01 3.48 12.29 2.95 7.75
Russell Inv LifePoints Growth Strat E RALEX 0.48 7.48 3.70 13.18 3.76 8.59
Russell Inv LifePoints Growth Strat R1 RALRX 0.55 7.68 3.84 13.60 4.08 8.98
Russell Inv LifePoints Growth Strat S RALSX 0.47 7.58 3.74 13.46 4.01 8.85
Russell Inv LifePoints Growth Strat R4 RALUX 0.48 7.50 3.72 13.24 3.81 8.70
Russell Inv LifePoints Growth Strat R5 RALVX 0.48 7.34 3.66 12.95 3.54 8.40
Brookfield Real Assets Securities A RASAX -0.16 7.11 3.00 5.94 --- ---
Brookfield Real Assets Securities C RASCX -0.24 6.61 2.81 5.04 --- ---
Brookfield Real Assets Securities I RASIX -0.18 7.00 2.90 5.81 --- ---
Brookfield Real Assets Securities Y RASYX -0.18 7.00 2.90 5.80 --- ---
American Funds Growth and Inc Port R2E RBEGX 1.23 9.80 4.39 11.71 --- ---
Columbia Capital Allocation Agrsv C RBGCX 1.34 10.43 5.35 14.21 5.50 10.11
Russell Inv LifePoints Equity Gr Strat A REAAX 0.55 8.46 3.98 15.66 4.22 9.77
Russell Inv LifePoints Equity Gr Strat C RELCX 0.53 8.07 3.88 14.78 3.45 8.95
Russell Inv LifePoints Equity Gr Strat E RELEX 0.56 8.46 4.06 15.73 4.23 9.76
Russell Inv LifePoints Equity Gr StratR1 RELRX 0.63 8.67 4.12 16.04 4.58 10.17
Russell Inv LifePoints Equity Gr Strat S RELSX 0.55 8.58 4.02 15.87 4.49 10.04
Russell Inv LifePoints Equity Gr StratR4 RELUX 0.56 8.56 4.07 15.78 4.33 9.90
Russell Inv LifePoints Equity Gr StratR5 RELVX 0.57 8.42 4.06 15.50 4.06 9.63
American Funds Growth and Inc Port R1 RGNAX 1.18 9.69 4.34 11.26 4.91 9.90
American Funds Growth and Inc Port R2 RGNBX 1.18 9.65 4.28 11.28 4.90 9.91
American Funds Growth and Inc Port R4 RGNEX 1.28 10.02 4.50 12.16 5.69 10.74
American Funds Growth and Inc Port R5 RGNFX 1.27 10.22 4.56 12.44 6.02 11.05
American Funds Growth and Inc Port R6 RGNGX 1.29 10.25 4.58 12.51 6.07 11.08
American Funds Growth and Inc Port R5E RGQFX 1.34 10.26 4.65 12.40 --- ---
Russell Inv LifePoints Growth Strat A1 RGTAX --- --- --- --- --- ---
American Funds Income Fund of Amer R1 RIDAX 0.93 5.71 2.67 9.14 4.57 8.97
American Funds Income Fund of Amer R2 RIDBX 0.94 5.74 2.64 9.15 4.59 8.98
American Funds Income Fund of Amer R3 RIDCX 0.95 5.93 2.73 9.62 5.04 9.45
American Funds Income Fund of Amer R4 RIDEX 1.02 6.13 2.85 9.98 5.36 9.78
American Funds Income Fund of Amer R5 RIDFX 1.00 6.22 2.91 10.28 5.66 10.11
American Funds Income Fund of Amer R6 RIDGX 1.02 6.29 2.93 10.33 5.72 10.17
American Funds Income Fund of Amer R5E RIDHX 1.03 6.16 2.90 10.06 --- ---
American Funds Income Fund of Amer R2E RIEBX 0.96 5.87 2.74 9.44 --- ---
Davis Appreciation & Income A RPFCX 0.33 7.08 4.00 13.62 1.12 8.41
Russell Inv LifePoints Equity Gr StratA1 RQTAX --- --- --- --- --- ---
Principal SAM Conservative Growth A SAGPX 0.95 9.00 4.09 12.34 5.01 10.23
QS Moderate Growth C SCGCX 1.19 7.07 3.39 11.59 3.30 8.66
Principal SAM Conservative Growth C SCGPX 0.84 8.56 3.88 11.52 4.22 9.41
QS Moderate Growth A SCGRX 1.21 7.45 3.50 12.36 3.99 9.38
Dreyfus Growth Allocation SGALX 1.27 7.78 3.53 11.43 4.51 9.21
RidgeWorth Growth Allocation Strategy A SGIAX 1.04 8.19 4.09 11.42 4.43 9.13
RidgeWorth Growth Allocation Strategy C SGILX 1.07 7.98 3.99 10.78 3.83 8.47
SEI Market Growth Strategy Allc F (SAAT) SGOAX 1.31 8.69 4.30 15.35 4.94 11.44
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX 1.33 8.71 4.31 15.37 4.96 11.45
SEI Core Market Strategy Allc F (SAAT) SKTAX 1.30 8.67 4.33 15.34 4.96 11.44
SMI 50/40/10 SMIRX 1.09 8.73 5.15 10.68 --- ---
Pioneer Solutions Growth R SOGRX 0.99 9.23 4.33 11.00 --- ---
Schwab MarketTrack Growth SWHGX 1.13 7.06 3.63 13.78 5.65 10.66
SEI Moderate Strategy Allc F (SAAT) SXMAX 1.35 6.80 3.18 12.00 6.94 11.66
Thrivent Growth and Income Plus A TEIAX 1.05 7.22 3.58 9.94 3.71 8.29
Thrivent Growth and Income Plus S TEIIX 0.95 7.28 3.64 10.21 4.03 8.67
T. Rowe Price Personal Strat Gr I TGIPX 1.65 12.00 6.00 16.47 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX 0.98 7.90 4.25 14.44 5.58 10.33
Thrivent Moderately Agrsv Allocation S TMAFX 1.04 8.07 4.36 14.83 5.95 10.74
T. Rowe Price Personal Strat Gr TRSGX 1.68 11.97 6.01 16.36 6.43 12.06
TIAA-CREF Lifestyle Growth Institutional TSGGX 1.24 10.73 5.24 14.87 6.12 11.30
TIAA-CREF Lifestyle Growth Advisor TSGHX 1.24 10.73 5.24 14.84 --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX 1.18 10.54 5.12 14.55 5.81 10.94
TIAA-CREF Lifestyle Growth Premier TSGPX 1.24 10.64 5.24 14.73 5.94 11.10
TIAA-CREF Lifestyle Growth Retirement TSGRX 1.25 10.60 5.18 14.66 5.85 11.01
Two Oaks Diversified Growth & Income A TWOAX 1.37 5.02 4.45 10.74 5.41 9.26
American Century Strat Allc: Agrsv Inv TWSAX 1.20 9.94 4.47 13.16 5.52 10.01
USAA Cornerstone Aggressive UCAGX 0.88 8.76 4.11 11.61 2.68 7.04
USAA First Start Growth UFSGX 1.05 8.38 3.86 11.42 3.96 9.11
UTC North American UTCNX 1.34 3.59 1.98 10.06 4.17 7.06
VALIC Company II Agrsv Growth Lifestyle VAGLX 1.34 7.61 4.07 12.38 4.90 9.89
Value Line Income & Growth Investor VALIX 4.48 15.68 8.04 19.76 7.38 10.82
Vanguard LifeStrategy Growth Inv VASGX 1.25 9.66 4.49 13.71 5.90 10.77
Value Line Income & Growth Institutional VLIIX 4.50 15.89 8.07 20.14 --- ---
Advantus Strategic Dividend Income Instl VSDIX 0.99 4.47 2.29 3.56 4.47 ---
Voya Solution Moderately Agrsv Port R6 VYROX 0.86 8.97 4.04 12.89 --- ---
InvestEd Growth WAGRX 1.76 12.41 6.03 15.06 5.93 10.84
Wells Fargo WealthBuilder Gr Allc A WGAFX 1.23 --- 5.12 --- --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX 1.24 9.59 5.06 14.53 4.53 9.62
Walden Asset Management WSBFX 1.20 6.73 3.51 10.83 6.49 9.69
WSTCM Sector Select Risk Managed Inv WSTEX 2.17 6.80 4.54 6.22 1.96 ---
WSTCM Sector Select Risk Managed Instl WSTIX 2.16 6.88 4.62 6.59 2.23 ---
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