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

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Data through 11/12/2018. 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--70% to 85% Equity -1.40 -2.31 -4.71 0.57 6.86 5.59
American Century Strat Allc: Agrsv I AAAIX -1.95 -2.67 -5.53 -0.14 7.29 6.31
American Century Strat Allc: Agrsv R AAARX -2.18 -3.35 -5.82 -0.90 6.49 5.53
American Century Strat Allc: Agrsv R6 AAAUX -1.96 -2.55 -5.54 0.02 7.47 6.47
Cavanal Hill Opportunistic C AACOX -4.21 -8.07 -10.64 -4.27 2.56 ---
Invesco Growth Allocation A AADAX -1.15 -3.43 -4.56 -1.22 6.51 4.51
Invesco Growth Allocation C AADCX -1.17 -4.02 -4.68 -1.88 5.75 3.74
Invesco Growth Allocation R5 AADIX -1.08 -3.16 -4.47 -0.86 6.92 4.90
Invesco Growth Allocation R AADRX -1.15 -3.62 -4.64 -1.42 6.26 4.26
Invesco Growth Allocation S AADSX -1.08 -3.31 -4.50 -1.06 6.65 4.63
Invesco Growth Allocation Y AADYX -1.08 -3.25 -4.50 -0.91 6.79 4.78
Invesco Growth Allocation R6 AAESX -1.08 -3.10 -4.47 -0.86 --- ---
Cavanal Hill Opportunistic A AAOPX -4.17 -7.45 -10.51 -3.53 3.35 3.15
American Century Strat Allc: Agrsv A ACVAX -2.17 -3.22 -5.81 -0.64 6.75 5.81
Cavanal Hill Opportunistic Institutional AIOPX -4.07 -7.20 -10.35 -3.23 3.63 3.43
American Funds Income Fund of Amer A AMECX 0.13 -1.55 -1.94 1.36 7.39 6.24
American Funds Income Fund of Amer F2 AMEFX 0.13 -1.43 -1.94 1.53 7.56 6.41
American Century One Choice Agrsv Inv AOGIX -1.97 -3.02 -5.75 -0.53 7.06 6.24
American Century One Choice Agrsv R AORYX -2.04 -3.48 -5.88 -1.04 6.52 ---
Cavanal Hill Opportunistic Investor APOPX -4.11 -7.48 -10.46 -3.56 3.33 3.12
American Century Strat Allc: Agrsv R5 ASAUX -2.07 -2.78 -5.64 -0.21 --- ---
American Century Strat Allc: Agrsv C ASTAX -2.11 -3.66 -5.84 -1.35 5.99 5.03
Patriot Balanced A ATBAX -0.94 -1.87 -3.94 1.27 4.90 3.61
Patriot Balanced I ATBIX -0.87 -1.65 -3.85 1.52 5.15 3.86
Patriot Balanced C ATBTX -1.05 -2.58 -4.20 0.46 4.10 2.79
Columbia Capital Allocation Agrsv A AXBAX -2.37 -3.09 -5.57 0.12 7.99 6.84
BlackRock 80/20 Target Allocation A BAAPX -1.62 -2.57 -5.01 0.28 6.45 6.09
BMO Growth Allocation I BABHX -1.20 -1.98 -4.80 1.07 7.41 ---
BMO Growth Allocation R6 BABQX -1.29 -1.88 -4.80 1.14 7.54 ---
BMO Growth Allocation R3 BABRX -1.30 -2.37 -4.90 0.52 6.86 ---
BMO Growth Allocation Y BABYX -1.29 -2.17 -4.89 0.76 7.12 ---
BlackRock 80/20 Target Allocation C BCAPX -1.68 -3.22 -5.18 -0.49 5.66 5.29
Sterling Capital Strategic Allc Gr C BCGCX -0.88 -4.52 -3.53 -1.37 4.99 4.64
Sterling Capital Strategic Allc Gr A BCMAX -0.77 -3.88 -3.33 -0.57 5.78 5.42
Sterling Capital Strategic Allc Gr I BCMTX -0.76 -3.69 -3.26 -0.40 6.03 5.69
BlackRock 80/20 Target Allocation Instl BIAPX -1.67 -2.29 -4.98 0.60 6.81 6.44
BlackRock 80/20 Target Allocation K BKAPX -1.67 -2.29 -4.98 0.61 --- ---
BlackRock 80/20 Target Allocation R BRAPX -1.63 -2.75 -5.05 0.06 6.29 5.91
Boston Trust Asset Management BTBFX 0.68 3.86 -0.75 7.48 9.84 8.33
Buffalo Flexible Income BUFBX -0.77 0.79 -2.06 5.76 7.41 5.34
Cavalier Tactical Economic A CAVMX --- --- --- --- --- ---
Calamos Growth & Income I CGIIX -1.26 3.00 -3.47 5.76 8.87 7.97
American Funds Growth and Inc Port 529A CGNAX -1.74 -1.91 -4.63 0.87 7.92 6.69
American Funds Growth and Inc Port 529C CGNCX -1.82 -2.59 -4.84 0.08 7.08 5.86
American Funds Growth and Inc Port 529E CGNEX -1.74 -2.14 -4.63 0.63 7.66 6.43
American Funds Growth and Inc Port 529F1 CGNFX -1.67 -1.75 -4.50 1.09 8.14 6.92
American Funds Growth and Inc PortABLE-A CGNGX -1.67 --- -4.57 --- --- ---
American Funds Income Fund of Amer 529A CIMAX 0.13 -1.62 -1.97 1.28 7.30 6.14
American Funds Income Fund of Amer 529C CIMCX 0.04 -2.28 -2.21 0.45 6.47 5.32
American Funds Income Fund of Amer 529E CIMEX 0.09 -1.84 -2.07 0.99 7.03 5.88
American Funds Income Fund of Amer 529F1 CIMFX 0.13 -1.44 -1.95 1.47 7.53 6.37
Virtus Growth Allocation Strategy I CLVGX 0.11 -2.66 -4.25 -0.05 5.57 5.46
Cavalier Tactical Economic Institutional CMSFX -0.80 1.50 -3.90 6.10 7.49 5.45
Cavalier Tactical Economic C CMSYX -0.84 0.62 -4.09 5.13 6.45 4.43
Columbia Capital Allocation Agrsv Inst2 CPANX -2.33 -2.82 -5.52 0.34 8.31 7.18
Columbia Capital Allocation Agrsv R CPARX -2.39 -3.37 -5.70 -0.21 7.71 6.57
Columbia Capital Allocation Agrsv Inst CPAZX -2.37 -2.85 -5.51 0.37 8.27 7.11
Columbia Capital Allocation Agrsv Adv CPDAX -2.41 -2.90 -5.52 0.30 8.24 7.12
Columbia Capital Allocation Agrsv Inst3 CPDIX -2.33 -2.81 -5.45 0.40 8.39 7.24
American Funds College 2033 529A CTLAX -1.82 -3.16 -4.79 -0.69 7.07 ---
American Funds College 2033 529C CTLCX -1.76 -3.70 -4.93 -1.41 6.26 ---
American Funds College 2033 529E CTLEX -1.83 -3.26 -4.81 -0.92 6.79 ---
American Funds College 2033 529F1 CTLFX -1.73 -2.90 -4.69 -0.42 7.32 ---
Calamos Growth & Income C CVTCX -1.32 2.14 -3.71 4.71 7.77 6.89
Calamos Growth & Income A CVTRX -1.27 2.79 -3.54 5.50 8.61 7.72
Davis Appreciation & Income C DCSCX -2.07 -2.89 -6.60 0.01 6.46 3.34
Davis Appreciation & Income Y DCSYX -1.94 -1.92 -6.29 1.16 7.62 4.44
Disciplined Growth Investors DGIFX 0.00 3.76 -3.49 7.23 10.06 8.44
MFS® Growth Allocation 529A EAGWX -1.22 -0.93 -4.49 1.82 7.94 6.15
MFS® Growth Allocation 529B EBGWX -1.29 -1.58 -4.70 1.01 7.13 5.35
MFS® Growth Allocation 529C ECGWX -1.31 -1.61 -4.72 1.02 7.12 5.34
Wells Fargo Diversified Cap Bldr A EKBAX -1.86 -0.44 -6.85 -0.01 12.04 10.34
Wells Fargo Diversified Cap Bldr C EKBCX -1.96 -1.07 -7.04 -0.69 11.19 9.51
Wells Fargo Diversified Cap Bldr Adm EKBDX -1.85 -0.37 -6.83 0.11 12.14 10.50
Wells Fargo Diversified Cap Bldr Inst EKBYX -1.77 -0.11 -6.73 0.40 12.41 10.75
EValuator Growth RMS Service EVGLX -2.32 -3.09 -6.56 0.15 --- ---
EValuator Growth RMS R4 EVGRX -2.40 -3.34 -6.55 -0.14 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX -2.57 -7.50 -8.13 -4.59 5.37 4.70
Fallen Angels Income FAINX 0.29 2.99 -0.29 5.76 8.61 5.74
Fidelity Asset Manager® 85% FAMRX -2.88 -3.33 -6.81 -0.60 8.22 6.91
Fidelity Advisor® Strategic Div & Inc® A FASDX 1.55 1.22 -1.14 3.11 8.67 7.71
FBP Appreciation & Income Opportunities FBPBX -0.81 2.69 -1.62 6.87 8.85 5.57
Fidelity Advisor® Strategic Div & Inc® C FCSDX 1.49 0.56 -1.35 2.38 7.86 6.91
Fidelity Advisor Asset Manager® 85% A FEYAX -2.91 -3.56 -6.88 -0.89 7.89 6.58
Fidelity Advisor Asset Manager® 85% C FEYCX -2.97 -4.19 -7.06 -1.61 7.07 5.77
Fidelity Advisor Asset Manager® 85% I FEYIX -2.89 -3.39 -6.83 -0.61 8.18 6.88
Fidelity Advisor Asset Manager® 85% M FEYTX -2.98 -3.84 -6.97 -1.17 7.58 6.26
Franklin Founding Funds Allocation Adv FFAAX -0.99 -2.77 -3.66 -0.08 6.58 4.26
Franklin Founding Funds Allocation C FFACX -1.16 -3.66 -3.96 -1.14 5.50 3.22
Franklin Founding Funds Allocation A FFALX -1.07 -2.97 -3.76 -0.35 6.30 3.99
Franklin Founding Funds Allocation R6 FFAQX -1.06 -2.73 -3.66 -0.04 --- ---
Franklin Founding Funds Allocation R FFARX -1.07 -3.15 -3.81 -0.56 6.04 3.74
Fidelity® Four-in-One Index FFNOX -1.44 -1.04 -4.45 2.06 8.44 7.24
Franklin Growth Allocation A FGTIX -1.52 -1.16 -3.93 0.87 7.35 5.88
Franklin Growth Allocation R FGTRX -1.54 -1.38 -3.98 0.63 7.07 5.62
Franklin Growth Allocation Advisor FGTZX -1.46 -0.94 -3.85 1.16 7.61 6.15
American Funds Income Fund of Amer F3 FIFAX 0.13 -1.35 -1.92 1.63 --- ---
Fidelity Advisor Asset Manager® 85% Z FIQCX -4.05 --- --- --- --- ---
Fidelity Advisor® Strategic Div & Inc® Z FIQWX -0.59 --- --- --- --- ---
Franklin NextStep Growth A FNGBX -1.56 -2.73 -4.13 -0.25 --- ---
Franklin NextStep Growth C FNGCX -1.66 -3.37 -4.30 -1.07 --- ---
Franklin NextStep Growth Advisor FNGVX -1.56 -2.49 -4.05 0.00 --- ---
MFS® Prudent Investor A FPPAX -0.70 --- -2.66 --- --- ---
MFS® Prudent Investor B FPPDX -0.71 --- -2.87 --- --- ---
MFS® Prudent Investor C FPPEX -0.71 --- -2.87 --- --- ---
MFS® Prudent Investor I FPPJX -0.60 --- -2.56 --- --- ---
MFS® Prudent Investor R3 FPPQX -0.70 --- -2.66 --- --- ---
MFS® Prudent Investor R1 FPPRX -0.71 --- -2.87 --- --- ---
MFS® Prudent Investor R2 FPPSX -0.70 --- -2.76 --- --- ---
MFS® Prudent Investor R4 FPPUX -0.70 --- -2.56 --- --- ---
MFS® Prudent Investor R6 FPPVX -0.70 --- -2.65 --- --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX -2.62 -8.14 -8.32 -5.30 4.58 3.93
Nuveen Strategy Aggressive Gr Allc R3 FSASX -2.61 -7.78 -8.25 -4.85 5.10 4.44
Nuveen Strategy Aggressive Gr Allc I FSAYX -2.62 -7.36 -8.10 -4.40 5.62 4.97
Fidelity® Strategic Dividend & Income® FSDIX 1.61 1.56 -1.07 3.46 8.97 8.03
Fidelity Advisor® Strategic Div & Inc® I FSIDX 1.61 1.47 -1.07 3.44 8.95 8.00
Franklin Growth Allocation C FTGTX -1.57 -1.78 -4.11 0.12 6.55 5.10
Fidelity Advisor® Strategic Div & Inc® M FTSDX 1.55 1.01 -1.21 2.84 8.38 7.43
American Funds Growth and Inc Port F2 GAIEX -1.67 -1.72 -4.55 1.14 8.23 7.00
American Funds Growth and Inc Port F1 GAIFX -1.74 -1.98 -4.63 0.80 7.94 6.71
American Funds Growth and Inc Port F3 GAIHX -1.67 -1.65 -4.54 1.17 --- ---
American Funds Growth and Inc Port A GAIOX -1.67 -1.89 -4.56 0.91 8.01 6.78
American Funds Growth and Inc Port C GAITX -1.75 -2.54 -4.76 0.16 7.18 5.95
GuideStone Funds Growth Allocation Inv GCOZX -1.56 -3.46 -5.44 -1.11 6.63 4.58
GuideStone Funds Growth Allocation Instl GGRYX -1.47 -3.22 -5.35 -0.88 --- ---
Nationwide Inv Dest Mod Agrsv R GMARX -1.50 -3.34 -5.05 -0.46 7.04 5.31
Nationwide Inv Dest Mod Agrsv R6 GMIAX -1.37 -2.78 -4.84 0.21 7.76 6.00
Hartford Growth Allocation A HRAAX -1.22 -1.78 -4.86 0.94 6.48 4.57
Hartford Growth Allocation C HRACX -1.25 -2.38 -5.04 0.26 5.70 3.80
Hartford Growth Allocation F HRAFX -1.14 -1.47 -4.80 1.41 --- ---
Hartford Growth Allocation I HRAIX -1.23 -1.55 -4.89 1.27 6.77 4.90
Hartford Growth Allocation R3 HRARX -1.25 -2.07 -4.98 0.61 6.13 4.24
Hartford Growth Allocation R4 HRASX -1.23 -1.87 -4.97 0.90 6.41 4.55
Hartford Growth Allocation R5 HRATX -1.22 -1.62 -4.86 1.21 6.76 4.87
Voya Solution Moderately Agrsv Port A IAGAX -1.39 -4.11 -5.19 -1.16 6.02 5.38
Voya Solution Moderately Agrsv Port I IAGIX -1.36 -3.69 -5.10 -0.70 6.53 5.91
Voya Solution Moderately Agrsv Port S IAGSX -1.38 -3.91 -5.15 -0.90 6.29 5.64
Voya Solution Moderately Agrsv Port S2 IAGTX -1.46 -4.03 -5.22 -1.09 6.13 5.49
American Funds Income Fund of Amer C IFACX 0.05 -2.25 -2.16 0.51 6.53 5.39
American Funds Income Fund of Amer F1 IFAFX 0.13 -1.62 -1.97 1.26 7.29 6.14
Voya Retirement Growth Port I IIRGX -1.28 -2.88 -4.56 -0.26 6.82 5.63
Voya Retirement Growth Port A IRGPX -1.37 -3.30 -4.66 -0.74 6.36 5.17
Voya Strategic Allocation Growth Port I ISAGX -1.23 -3.04 -4.57 0.02 6.76 5.94
Voya Strategic Allocation Growth Port S ISGRX -1.24 -3.24 -4.67 -0.22 6.49 5.68
JHancock Multimanager Lifestyle Gr A JALGX -1.83 -3.77 -5.47 -1.40 6.53 5.48
James Aggressive Allocation JAVAX -1.36 -6.88 -6.71 -3.20 3.66 ---
JHancock Multimanager Lifestyle Gr B JBLGX -1.90 -4.32 -5.66 -2.09 5.79 4.73
JHancock Multimanager Lifestyle Gr C JCLGX -1.90 -4.33 -5.67 -2.09 5.80 4.72
JPMorgan Investor Growth & Income R6 JFBUX -1.59 -1.70 -4.35 0.96 --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX -1.77 -3.42 -5.37 -0.94 6.98 5.91
JHancock Multimanager Lifestyle Gr 1 JILGX -1.77 -3.42 -5.36 -0.99 6.94 5.87
JHancock Multi-Index Lifestyle Growth 1 JLGOX -1.17 -2.31 -4.21 0.36 7.71 ---
JHancock Multi-Index Lifestyle Growth R6 JLGSX -1.08 -2.23 -4.12 0.47 7.77 ---
JHancock Multimanager Lifestyle Gr R1 JPLGX -1.83 -4.00 -5.52 -1.67 6.19 5.10
JHancock Multimanager Lifestyle Gr R2 JQLGX -1.78 -3.80 -5.45 -1.44 6.45 5.36
JHancock Multimanager Lifestyle Gr R3 JRLGX -1.84 -3.91 -5.49 -1.57 6.31 5.21
JHancock Multimanager Lifestyle Gr R4 JSLGX -1.83 -3.66 -5.47 -1.25 6.70 5.62
JHancock Multimanager Lifestyle Gr I JTGIX -1.77 -3.48 -5.37 -1.05 6.86 ---
JHancock Multimanager Lifestyle Gr R5 JTLGX -1.83 -3.47 -5.40 -1.06 6.90 5.82
JHancock Multimanager Lifestyle Gr R6 JULGX -1.77 -3.42 -5.36 -0.95 6.97 5.91
Miller Income C LCMNX -2.84 2.08 -8.04 6.10 10.16 ---
Lord Abbett Multi-Asset Growth R4 LGIKX -1.77 -3.96 -4.84 -1.74 6.10 ---
Lord Abbett Multi-Asset Growth R2 LGIQX -1.79 -4.26 -4.91 -2.09 5.71 4.48
Lord Abbett Multi-Asset Growth R3 LGIRX -1.78 -4.16 -4.91 -1.95 5.83 4.60
Lord Abbett Multi-Asset Growth R5 LGITX -1.82 -3.83 -4.87 -1.52 6.35 ---
Lord Abbett Multi-Asset Growth R6 LGIVX -1.82 -3.75 -4.80 -1.43 6.40 ---
Ladenburg Growth A LGWAX -1.43 -2.83 -5.04 0.09 6.01 ---
Ladenburg Growth C LGWCX -1.37 -3.44 -5.19 -0.59 5.23 ---
Ladenburg Growth I LGWIX -1.35 -2.58 -4.96 0.45 6.17 ---
Lord Abbett Multi-Asset Growth F LGXFX -1.71 -3.81 -4.75 -1.57 6.24 5.01
QS Moderate Growth I LLAIX -1.29 -2.41 -4.24 0.46 6.61 5.43
QS Moderate Growth R LLMRX -1.36 -2.90 -4.39 -0.17 5.95 ---
Miller Income A LMCJX -2.83 2.79 -7.84 7.03 10.99 ---
Miller Income FI LMCKX -2.84 2.83 -7.79 6.97 10.97 ---
Miller Income I LMCLX -2.83 2.96 -7.80 7.30 11.30 ---
Miller Income IS LMCMX -2.83 3.02 -7.78 7.39 11.41 ---
CGM Mutual LOMMX -4.72 -8.17 -3.53 -4.31 4.62 4.83
Lord Abbett Multi-Asset Growth F3 LOWSX -1.70 -3.63 -4.75 -1.37 --- ---
LoCorr Spectrum Income A LSPAX -0.72 3.03 -5.10 5.97 3.66 ---
LoCorr Spectrum Income C LSPCX -0.80 2.43 -5.30 5.15 2.86 ---
LoCorr Spectrum Income I LSPIX -0.69 3.33 -5.03 6.34 3.96 ---
Lord Abbett Multi-Asset Growth A LWSAX -1.83 -3.97 -4.84 -1.77 6.08 4.84
Lord Abbett Multi-Asset Growth C LWSCX -1.91 -4.63 -5.06 -2.49 5.27 4.06
Lord Abbett Multi-Asset Growth I LWSYX -1.82 -3.77 -4.82 -1.52 6.33 5.09
Madison Aggressive Allocation C MAACX -0.59 -2.74 -3.46 0.10 6.68 5.59
Madison Aggressive Allocation B MAGBX -0.59 -2.74 -3.46 0.10 6.69 5.59
MFS® Growth Allocation R3 MAGEX -1.22 -0.88 -4.50 1.84 8.00 6.19
MFS® Growth Allocation R4 MAGJX -1.21 -0.68 -4.46 2.09 8.26 6.45
MFS® Growth Allocation R1 MAGMX -1.32 -1.57 -4.70 1.04 7.17 5.38
Madison Aggressive Allocation A MAGSX -0.49 -2.11 -3.29 0.79 7.48 6.38
MFS® Growth Allocation A MAGWX -1.26 -0.93 -4.55 1.83 7.97 6.19
MFS® Growth Allocation B MBGWX -1.33 -1.57 -4.70 1.05 7.17 5.39
MFS® Growth Allocation C MCGWX -1.29 -1.54 -4.70 1.08 7.18 5.40
Praxis Genesis Growth A MGAFX -1.26 -1.39 -4.92 1.45 7.11 5.68
MFS® Growth Allocation R2 MGALX -1.24 -1.10 -4.56 1.59 7.71 5.92
MainStay Moderate Growth Allocation A MGDAX -1.79 -5.24 -6.02 -2.41 5.73 4.91
MainStay Moderate Growth Allocation B MGDBX -1.89 -6.01 -6.25 -3.33 4.73 3.93
MainStay Moderate Growth Allocation C MGDCX -1.89 -6.01 -6.25 -3.27 4.76 3.95
MainStay Moderate Growth Allocation I MGDIX -1.77 -5.06 -5.96 -2.15 6.00 5.18
MainStay Moderate Growth Allocation Inv MGDNX -1.86 -5.43 -6.09 -2.60 5.52 4.71
MainStay Moderate Growth Allocation R3 MGDRX -1.80 -5.45 -6.11 -2.70 --- ---
MFS® Growth Allocation I MGWIX -1.20 -0.68 -4.41 2.12 8.26 6.45
MassMutual RetireSMART Moderate Gr A MOGAX -1.50 -2.87 -5.14 -0.20 6.73 5.00
MassMutual RetireSMART Mod Gr R3 MROTX -1.42 -2.99 -5.21 -0.30 6.58 ---
MassMutual RetireSMART Mod Gr I MROUX -1.41 -2.33 -4.98 0.38 7.29 ---
MassMutual RetireSMART Moderate Gr Svc MROYX -1.41 -2.60 -5.06 0.17 7.11 5.36
MassMutual RetireSMART Mod Gr R4 MROZX -1.51 -2.80 -5.10 -0.12 6.84 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX -1.41 -2.60 -5.06 0.07 7.01 5.25
MassMutual RetireSMART Moderate Gr R5 MRSSX -1.41 -2.42 -5.07 0.28 7.20 5.47
Great-West Moderately Agg Prfl Inv MXBPX -2.61 -1.49 -4.01 0.95 7.00 6.36
Great-West Moderately Agg Prfl L MXFPX -2.53 -1.66 -3.98 0.69 6.78 6.11
Great-West Moderately Agg Prfl Instl MXHRX -2.58 -1.22 -3.86 1.26 7.35 ---
Nationwide Inv Dest Mod Agrsv A NDMAX -1.46 -3.03 -4.92 -0.15 7.37 5.62
Nationwide Inv Dest Mod Agrsv C NDMCX -1.51 -3.64 -5.15 -0.88 6.59 4.87
Nationwide Inv Dest Mod Agrsv Svc NDMSX -1.46 -3.17 -4.95 -0.21 7.30 5.58
North Star Opportunity I NSOIX -2.43 0.88 -2.19 6.51 9.58 5.39
North Star Opportunity A NSOPX -2.49 0.62 -2.25 6.21 9.42 5.31
Rational NuWave Enhanced Mkt Opp A NUXAX 3.00 --- 0.61 --- --- ---
Rational NuWave Enhanced Mkt Opp C NUXCX 2.89 --- 0.43 --- --- ---
Rational NuWave Enhanced Mkt Opp Instl NUXIX 2.94 --- 0.67 --- --- ---
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX -1.47 -2.95 -4.97 0.01 7.63 ---
Oppenheimer Active Allc A OAAAX -2.60 -5.00 -6.54 -2.33 5.55 4.94
Oppenheimer Active Allc C OAACX -2.67 -5.60 -6.71 -3.05 4.77 4.17
Oppenheimer Active Allc R OAANX -2.62 -5.17 -6.59 -2.51 5.29 4.69
Oppenheimer Active Allc Y OAAYX -2.64 -4.82 -6.53 -2.09 5.81 5.20
JPMorgan Investor Growth & Income C ONECX -1.61 -2.50 -4.58 -0.01 6.29 5.55
JPMorgan Investor Growth & Income I ONGFX -1.59 -1.80 -4.38 0.83 7.18 6.41
JPMorgan Investor Growth & Income A ONGIX -1.57 -2.02 -4.43 0.56 6.90 6.13
Pacific Advisors Balanced A PAABX -2.12 0.32 -4.95 5.15 1.55 -2.44
Putnam Dynamic Asset Allocation Gr R5 PADEX -1.58 -2.44 -4.93 0.98 7.96 7.55
Putnam Dynamic Asset Allocation Gr A PAEAX -1.60 -2.70 -4.99 0.68 7.68 7.27
Putnam Dynamic Asset Allocation Gr B PAEBX -1.71 -3.36 -5.24 -0.10 6.88 6.46
Putnam Dynamic Asset Allocation Gr C PAECX -1.65 -3.31 -5.15 -0.03 6.88 6.47
Putnam Dynamic Asset Allocation Gr R6 PAEEX -1.58 -2.38 -4.92 1.05 8.09 7.65
Putnam Dynamic Asset Allocation Gr M PAGMX -1.65 -3.12 -5.12 0.20 7.15 6.72
Putnam Dynamic Asset Allocation Gr Y PAGYX -1.58 -2.44 -4.93 0.94 7.96 7.54
Putnam Dynamic Asset Allocation Gr R PASRX -1.64 -2.88 -5.05 0.47 7.42 6.99
Prospector Capital Appreciation PCAFX 0.72 2.89 -2.68 5.84 9.20 6.62
Principal SAM Conservative Growth R1 PCGGX -0.69 -2.44 -4.34 0.15 6.91 5.83
Principal SAM Conservative Growth J PCGJX -0.63 -1.76 -4.11 0.89 7.66 6.52
Principal SAM Conservative Growth R3 PCGPX -0.64 -2.10 -4.23 0.53 7.25 6.16
Principal SAM Conservative Growth R2 PCGVX -0.69 -2.32 -4.28 0.27 7.03 5.96
Principal SAM Conservative Growth Inst PCWIX -0.62 -1.69 -4.11 1.02 7.83 6.76
Principal SAM Conservative Growth R5 PCWPX -0.63 -1.86 -4.14 0.83 7.56 6.49
Principal SAM Conservative Growth R4 PCWSX -0.68 -1.97 -4.19 0.68 7.43 6.35
Pacific Advisors Balanced C PGBCX -2.16 -0.37 -5.16 4.35 0.77 -3.20
Pacific Funds Port Optim Gr Adv PMADX -1.56 -3.01 -5.13 -0.56 6.77 5.64
Pacific Funds Port Optim Gr A PODAX -1.56 -3.20 -5.15 -0.75 6.51 5.40
Pacific Funds Port Optim Gr B PODBX -1.66 -3.83 -5.37 -1.54 5.73 4.63
Pacific Funds Port Optim Gr C PODCX -1.67 -3.84 -5.38 -1.54 5.73 4.62
Pacific Funds Port Optim Gr R PODRX -1.57 -3.40 -5.23 -1.00 6.25 5.14
1789 Growth and Income C PSECX 0.31 -0.28 -3.50 2.55 4.03 3.86
1789 Growth and Income P PSEPX 0.31 0.52 -3.32 3.59 5.05 4.90
Putnam Capital Spectrum A PVSAX -8.72 -16.07 -16.05 -16.15 -4.05 -0.51
Putnam Capital Spectrum B PVSBX -8.77 -16.58 -16.20 -16.76 -4.76 -1.25
Putnam Capital Spectrum C PVSCX -8.79 -16.62 -16.20 -16.79 -4.76 -1.26
Putnam Capital Spectrum M PVSMX -8.77 -16.43 -16.15 -16.58 -4.53 -1.01
Putnam Capital Spectrum R PVSRX -8.75 -16.26 -16.11 -16.39 -4.29 -0.76
Putnam Capital Spectrum Y PVSYX -8.70 -15.89 -15.99 -15.94 -3.80 -0.26
American Funds Growth and Inc Port R3 RAICX -1.75 -2.17 -4.71 0.54 7.63 6.41
Russell Inv LifePoints Growth Strat A RALAX -0.82 -3.88 -4.23 -2.35 5.82 4.29
Russell Inv LifePoints Growth Strat C RALCX -0.85 -4.47 -4.33 -3.08 5.03 3.52
Russell Inv LifePoints Growth Strat E RALEX -0.82 -3.86 -4.22 -2.34 5.85 4.30
Russell Inv LifePoints Growth Strat R1 RALRX -0.73 -3.68 -4.11 -2.02 6.16 4.63
Russell Inv LifePoints Growth Strat S RALSX -0.81 -3.70 -4.12 -2.13 6.09 4.55
Russell Inv LifePoints Growth Strat R4 RALUX -0.82 -3.91 -4.20 -2.31 5.86 4.35
Russell Inv LifePoints Growth Strat R5 RALVX -0.90 -4.12 -4.27 -2.58 5.60 4.09
American Funds Growth and Inc Port R2E RBEGX -1.74 -2.28 -4.68 0.45 7.51 ---
Columbia Capital Allocation Agrsv C RBGCX -2.44 -3.68 -5.73 -0.61 7.18 6.06
Russell Inv LifePoints Equity Gr Strat A REAAX -1.09 -4.30 -5.00 -2.65 6.68 4.77
Russell Inv LifePoints Equity Gr Strat C RELCX -1.13 -4.91 -5.19 -3.32 5.87 3.99
Russell Inv LifePoints Equity Gr Strat E RELEX -1.11 -4.27 -5.04 -2.58 6.67 4.77
Russell Inv LifePoints Equity Gr StratR1 RELRX -1.00 -3.97 -4.89 -2.24 7.05 5.13
Russell Inv LifePoints Equity Gr Strat S RELSX -1.08 -4.07 -4.97 -2.36 6.95 5.02
Russell Inv LifePoints Equity Gr StratR4 RELUX -1.03 -4.15 -5.02 -2.51 6.75 4.86
Russell Inv LifePoints Equity Gr StratR5 RELVX -1.05 -4.33 -5.02 -2.74 6.51 4.61
American Funds Growth and Inc Port R1 RGNAX -1.75 -2.54 -4.78 0.16 7.16 5.94
American Funds Growth and Inc Port R2 RGNBX -1.82 -2.53 -4.83 0.11 7.15 5.92
American Funds Growth and Inc Port R4 RGNEX -1.74 -1.90 -4.62 0.88 7.96 6.74
American Funds Growth and Inc Port R5 RGNFX -1.67 -1.68 -4.54 1.18 8.30 7.04
American Funds Growth and Inc Port R6 RGNGX -1.67 -1.59 -4.53 1.24 8.33 7.12
American Funds Growth and Inc Port R5E RGQFX -1.67 -1.76 -4.51 1.11 --- ---
American Funds Income Fund of Amer R1 RIDAX 0.04 -2.27 -2.17 0.51 6.50 5.36
American Funds Income Fund of Amer R2 RIDBX 0.04 -2.26 -2.17 0.49 6.50 5.38
American Funds Income Fund of Amer R3 RIDCX 0.09 -1.89 -2.05 0.97 6.98 5.84
American Funds Income Fund of Amer R4 RIDEX 0.09 -1.66 -2.01 1.23 7.29 6.16
American Funds Income Fund of Amer R5 RIDFX 0.13 -1.35 -1.89 1.58 7.63 6.47
American Funds Income Fund of Amer R6 RIDGX 0.13 -1.31 -1.92 1.63 7.68 6.52
American Funds Income Fund of Amer R5E RIDHX 0.13 -1.45 -1.95 1.45 --- ---
American Funds Income Fund of Amer R2E RIEBX 0.09 -1.99 -2.08 0.78 6.84 ---
Davis Appreciation & Income A RPFCX -1.98 -2.20 -6.37 0.84 7.31 4.20
Saratoga Aggressive Balanced Allc A SABAX -1.30 -1.10 -3.70 --- --- ---
Saratoga Aggressive Balanced Allc C SABCX -1.30 -1.10 -3.70 --- --- ---
Saratoga Aggressive Balanced Allc I SABIX -1.30 -1.10 -3.70 --- --- ---
Principal SAM Conservative Growth A SAGPX -0.67 -1.98 -4.18 0.68 7.48 6.40
SA Worldwide Moderate Growth SAWMX -0.81 -2.82 -3.92 0.21 7.23 ---
QS Moderate Growth C SCGCX -1.38 -3.22 -4.51 -0.54 5.56 4.40
Principal SAM Conservative Growth C SCGPX -0.72 -2.59 -4.34 -0.05 6.66 5.60
QS Moderate Growth A SCGRX -1.34 -2.59 -4.27 0.22 6.29 5.15
Virtus Growth Allocation Strategy A SGIAX 1.01 -1.81 -3.43 0.74 5.70 5.47
Virtus Growth Allocation Strategy C SGILX 0.93 -2.42 -3.56 0.06 5.05 4.82
SEI Market Growth Strategy Allc F (SAAT) SGOAX -1.58 -1.95 -5.53 1.70 8.08 6.66
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX -1.54 -1.96 -5.53 1.73 8.07 6.66
SEI Core Market Strategy Allc F (SAAT) SKTAX -1.54 -1.96 -5.51 1.70 8.06 6.67
SMI 50/40/10 SMILX -0.52 -1.09 -5.65 0.98 7.11 ---
Schwab MarketTrack Growth SWHGX -1.34 -1.26 -4.57 1.86 8.26 6.53
SEI Moderate Strategy Allc F (SAAT) SXMAX 1.02 1.71 -1.24 4.58 8.83 8.07
T. Rowe Price Personal Strat Gr I TGIPX -1.48 -1.91 -4.96 0.25 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX -1.21 -0.95 -4.06 2.05 7.59 6.41
Thrivent Moderately Agrsv Allocation S TMAFX -1.20 -0.74 -3.96 2.29 7.91 6.75
T. Rowe Price Personal Strat Gr TRSGX -1.48 -2.03 -5.00 0.13 8.49 7.20
TIAA-CREF Lifestyle Growth Institutional TSGGX -2.61 -3.73 -6.39 -0.97 7.55 6.57
TIAA-CREF Lifestyle Growth Advisor TSGHX -2.61 -3.74 -6.39 -1.02 --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX -2.69 -4.01 -6.49 -1.22 7.22 6.24
TIAA-CREF Lifestyle Growth Premier TSGPX -2.61 -3.80 -6.45 -1.04 7.37 6.38
TIAA-CREF Lifestyle Growth Retirement TSGRX -2.62 -3.94 -6.47 -1.18 7.27 6.29
Two Oaks Diversified Growth & Income A TWOAX -0.89 -2.27 -4.85 0.48 7.75 6.01
American Century Strat Allc: Agrsv Inv TWSAX -2.06 -2.89 -5.61 -0.25 7.07 6.11
USAA Cornerstone Aggressive UCAGX -1.45 -4.74 -4.89 -1.70 5.48 3.93
Upright Growth & Income UPDDX -6.06 -24.38 -8.66 -18.03 --- ---
UTC North American UTCNX -1.72 -3.87 -4.34 -0.54 3.12 4.25
VALIC Company II Agrsv Growth Lifestyle VAGLX -1.31 -3.09 -5.38 -0.02 6.75 5.64
Value Line Capital Appreciation Investor VALIX -5.68 1.87 -6.89 4.15 9.04 7.92
Vanguard LifeStrategy Growth Inv VASGX -1.42 -2.48 -4.66 0.37 7.84 6.67
Villere Balanced Inv VILLX -4.88 1.36 -9.01 4.23 5.28 2.28
Value Line Capital Appreciation Instl VLIIX -5.62 2.00 -6.84 4.45 9.00 ---
Advantus Strategic Dividend Income Instl VSDIX 2.16 1.23 -1.66 1.42 6.06 6.01
Voya Solution Moderately Agrsv Port R6 VYROX -1.37 -3.69 -5.10 -0.63 --- ---
InvestEd Growth WAGRX -1.19 -1.59 -4.17 1.02 6.90 6.42
Wells Fargo WealthBuilder Gr Allc A WGAFX -1.10 -2.31 -4.58 0.66 --- ---
Wells Fargo WealthBuilder Gr Allc Instl WGAYX -1.02 --- -4.65 --- --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX -1.16 -2.92 -4.75 -0.10 6.65 5.31
Westwood Low Volatility Equity Inst WLVIX 0.47 0.66 -2.66 3.90 7.42 7.08
Walden Asset Management WSBFX 0.33 3.04 -1.03 6.77 8.90 7.46
WSTCM Sector Select Risk Managed Inv WSTEX -4.43 -3.76 -5.82 -1.94 2.15 ---
WSTCM Sector Select Risk Managed Instl WSTIX -4.40 -3.57 -5.78 -1.75 2.41 ---
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