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

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Data through 1/16/2019. 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 1.45 4.10 -4.59 -6.90 9.11 4.38
American Century Strat Allc: Agrsv I AAAIX 1.95 4.30 -4.43 -6.79 9.86 5.38
American Century Strat Allc: Agrsv R AAARX 1.98 4.38 -4.47 -7.34 9.15 4.67
American Century Strat Allc: Agrsv R6 AAAUX 1.98 4.32 -4.41 -6.66 10.05 5.53
Cavanal Hill Opportunistic C AACOX 2.12 5.54 -7.49 -13.21 4.28 ---
Invesco Growth Allocation A AADAX 1.84 4.04 -3.60 -6.89 8.83 3.68
Invesco Growth Allocation C AADCX 1.72 4.00 -3.80 -7.58 8.02 2.89
Invesco Growth Allocation R5 AADIX 1.88 4.09 -3.54 -6.57 9.21 4.05
Invesco Growth Allocation R AADRX 1.83 4.04 -3.65 -7.11 8.55 3.42
Invesco Growth Allocation S AADSX 1.83 4.04 -3.62 -6.79 8.92 3.77
Invesco Growth Allocation Y AADYX 1.80 4.05 -3.58 -6.69 9.11 3.93
Invesco Growth Allocation R6 AAESX 1.88 4.09 -3.54 -6.57 --- ---
Cavanal Hill Opportunistic A AAOPX 2.23 5.56 -7.22 -12.48 5.12 2.13
American Century Strat Allc: Agrsv A ACVAX 1.84 4.23 -4.46 -7.22 9.37 4.92
Cavanal Hill Opportunistic Institutional AIOPX 2.21 5.51 -7.24 -12.27 5.38 2.39
American Funds Income Fund of Amer A AMECX 0.40 2.18 -2.38 -4.92 8.69 5.32
American Funds Income Fund of Amer F2 AMEFX 0.40 2.18 -2.34 -4.76 8.89 5.49
American Century One Choice Agrsv Inv AOGIX 1.81 4.14 -4.55 -7.34 9.57 5.24
American Century One Choice Agrsv R AORYX 1.74 4.14 -4.69 -7.80 9.01 ---
Cavanal Hill Opportunistic Investor APOPX 2.22 5.58 -7.26 -12.48 5.08 2.11
American Century Strat Allc: Agrsv R5 ASAUX 1.94 4.30 -4.31 -6.78 --- ---
American Century Strat Allc: Agrsv C ASTAX 1.76 4.18 -4.71 -7.86 8.53 4.12
Patriot Balanced A ATBAX 1.25 3.94 -4.86 -6.60 6.36 2.54
Patriot Balanced I ATBIX 1.31 4.02 -4.77 -6.31 6.64 2.81
Patriot Balanced C ATBTX 1.12 3.90 -5.09 -7.29 5.55 1.83
Columbia Capital Allocation Agrsv A AXBAX 1.59 4.53 -5.69 -8.41 10.06 5.47
BlackRock 80/20 Target Allocation A BAAPX 1.37 3.70 -5.03 -7.32 8.71 4.42
BMO Growth Allocation I BABHX 1.91 4.09 -4.30 -6.68 9.99 ---
BMO Growth Allocation R6 BABQX 1.91 4.09 -4.29 -6.49 10.14 ---
BMO Growth Allocation R3 BABRX 1.86 4.07 -4.45 -7.10 9.44 ---
BMO Growth Allocation Y BABYX 1.81 4.08 -4.39 -6.86 9.73 ---
BlackRock 80/20 Target Allocation C BCAPX 1.33 3.62 -5.22 -8.03 7.86 3.63
Sterling Capital Strategic Allc Gr C BCGCX 1.35 3.24 -3.97 -9.66 7.09 3.65
Sterling Capital Strategic Allc Gr A BCMAX 1.39 3.30 -3.81 -9.00 7.88 4.42
Sterling Capital Strategic Allc Gr I BCMTX 1.46 3.29 -3.74 -8.74 8.16 4.70
BlackRock 80/20 Target Allocation Instl BIAPX 1.38 3.72 -4.89 -7.01 9.08 4.78
BlackRock 80/20 Target Allocation K BKAPX 1.40 3.72 -4.87 -6.99 --- ---
BlackRock 80/20 Target Allocation R BRAPX 1.38 3.72 -5.07 -7.45 8.52 4.26
Boston Trust Asset Management BTBFX -0.04 2.30 -3.50 -2.08 10.60 6.97
Buffalo Flexible Income BUFBX 1.17 4.37 -5.71 -4.94 8.96 4.23
Cavalier Tactical Economic A CAVMX 0.15 1.53 --- --- --- ---
Calamos Growth & Income I CGIIX 0.88 4.05 -5.07 -3.82 10.52 6.59
American Funds Growth and Inc Port 529A CGNAX 1.21 3.20 -3.88 -5.75 10.06 5.70
American Funds Growth and Inc Port 529C CGNCX 1.19 3.22 -4.05 -6.45 9.20 4.88
American Funds Growth and Inc Port 529E CGNEX 1.21 3.21 -3.95 -5.99 9.80 5.43
American Funds Growth and Inc Port 529F1 CGNFX 1.22 3.20 -3.80 -5.53 10.30 5.92
American Funds Growth and Inc PortABLE-A CGNGX 1.19 3.20 -3.90 --- --- ---
American Funds Income Fund of Amer 529A CIMAX 0.38 2.14 -2.41 -5.01 8.60 5.22
American Funds Income Fund of Amer 529C CIMCX 0.32 2.14 -2.57 -5.72 7.79 4.42
American Funds Income Fund of Amer 529E CIMEX 0.37 2.19 -2.43 -5.20 8.35 4.98
American Funds Income Fund of Amer 529F1 CIMFX 0.40 2.19 -2.30 -4.78 8.85 5.46
Cavalier Tactical Economic Institutional CMSFX 0.27 1.49 -3.33 -2.70 9.34 4.57
Cavalier Tactical Economic C CMSYX 0.19 1.49 -3.59 -3.59 8.27 3.56
Columbia Capital Allocation Agrsv Inst2 CPANX 1.66 4.54 -5.60 -8.15 10.38 5.81
Columbia Capital Allocation Agrsv R CPARX 1.58 4.57 -5.69 -8.66 9.81 5.22
Columbia Capital Allocation Agrsv Inst CPAZX 1.62 4.55 -5.60 -8.17 10.37 5.75
Columbia Capital Allocation Agrsv Adv CPDAX 1.64 4.54 -5.70 -8.24 10.33 5.74
Columbia Capital Allocation Agrsv Inst3 CPDIX 1.63 4.54 -5.63 -8.17 10.45 5.86
American Funds College 2033 529A CTLAX 1.60 2.94 -2.84 -5.99 10.06 ---
American Funds College 2033 529C CTLCX 1.48 2.87 -3.10 -6.74 9.14 ---
American Funds College 2033 529E CTLEX 1.50 2.85 -2.96 -6.27 9.74 ---
American Funds College 2033 529F1 CTLFX 1.58 2.93 -2.84 -5.81 10.28 ---
Calamos Growth & Income C CVTCX 0.79 3.99 -5.32 -4.78 9.43 5.52
Calamos Growth & Income A CVTRX 0.87 4.05 -5.10 -4.01 10.25 6.33
Davis Appreciation & Income C DCSCX 1.93 4.13 -4.87 -8.13 10.23 1.92
Davis Appreciation & Income Y DCSYX 2.01 4.20 -4.60 -7.09 11.43 3.00
Disciplined Growth Investors DGIFX 1.26 3.89 -3.98 -1.14 12.19 6.90
MFS Growth Allocation 529A EAGWX 1.77 4.12 -3.73 -4.47 10.29 5.17
MFS Growth Allocation 529B EBGWX 1.66 4.04 -3.97 -5.22 9.46 4.37
MFS Growth Allocation 529C ECGWX 1.72 4.04 -3.94 -5.21 9.47 4.38
Wells Fargo Diversified Cap Bldr A EKBAX 0.76 3.56 -5.05 -6.60 13.23 8.35
Wells Fargo Diversified Cap Bldr C EKBCX 0.65 3.57 -5.18 -7.31 12.34 7.55
Wells Fargo Diversified Cap Bldr Adm EKBDX 0.65 3.45 -5.13 -6.59 13.25 8.49
Wells Fargo Diversified Cap Bldr Inst EKBYX 0.76 3.59 -4.99 -6.32 13.58 8.73
EValuator Growth RMS Service EVGLX 1.07 3.90 -5.64 -9.18 --- ---
EValuator Growth RMS R4 EVGRX 1.03 3.78 -5.84 -9.44 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX 2.95 5.90 -6.29 -12.40 7.96 3.36
Fallen Angels Income FAINX 0.01 2.02 -3.80 -3.27 9.59 4.45
Fidelity Asset Manager® 85% FAMRX 1.82 4.59 -6.07 -8.21 10.59 5.49
Fidelity Advisor® Strategic Div & Inc® A FASDX 0.10 3.59 -2.30 -2.60 9.38 6.54
FBP Appreciation & Income Opportunities FBPBX 0.90 3.77 -6.17 -5.68 10.89 4.11
Fidelity Advisor® Strategic Div & Inc® C FCSDX 0.01 3.53 -2.46 -3.33 8.53 5.74
Fidelity Advisor Asset Manager® 85% A FEYAX 1.80 4.56 -6.16 -8.46 10.26 5.17
Fidelity Advisor Asset Manager® 85% C FEYCX 1.73 4.51 -6.35 -9.19 9.43 4.38
Fidelity Advisor Asset Manager® 85% I FEYIX 1.84 4.60 -6.08 -8.23 10.57 5.46
Fidelity Advisor Asset Manager® 85% M FEYTX 1.76 4.59 -6.21 -8.75 9.95 4.87
Franklin Founding Funds Allocation Adv FFAAX 1.66 4.88 -4.48 -8.57 9.17 3.06
Franklin Founding Funds Allocation C FFACX 1.63 4.86 -4.73 -9.47 8.08 2.03
Franklin Founding Funds Allocation A FFALX 1.69 4.91 -4.57 -8.78 8.89 2.80
Franklin Founding Funds Allocation R6 FFAQX 1.72 4.94 -4.49 -8.48 --- ---
Franklin Founding Funds Allocation R FFARX 1.64 4.81 -4.67 -9.05 8.60 2.54
Fidelity® Four-in-One Index FFNOX 1.55 4.01 -4.60 -5.90 10.60 5.99
Franklin Growth Allocation A FGTIX 1.14 3.75 -4.55 -5.96 9.67 4.59
Franklin Growth Allocation R FGTRX 1.10 3.73 -4.61 -6.19 9.40 4.34
Franklin Growth Allocation Advisor FGTZX 1.18 3.79 -4.47 -5.69 9.95 4.87
American Funds Income Fund of Amer F3 FIFAX 0.43 2.18 -2.31 -4.66 --- ---
Fidelity Advisor Asset Manager® 85% Z FIQCX 1.80 4.55 -6.06 --- --- ---
Fidelity Advisor® Strategic Div & Inc® Z FIQWX 0.14 3.58 -2.18 --- --- ---
Franklin NextStep Growth A FNGBX 1.19 3.35 -4.15 -7.14 --- ---
Franklin NextStep Growth C FNGCX 1.13 3.38 -4.35 -7.77 --- ---
Franklin NextStep Growth Advisor FNGVX 1.26 3.43 -4.07 -6.83 --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX 2.82 5.91 -6.50 -13.09 7.14 2.57
Nuveen Strategy Aggressive Gr Allc R3 FSASX 2.88 5.90 -6.36 -12.66 7.68 3.10
Nuveen Strategy Aggressive Gr Allc I FSAYX 2.97 5.97 -6.24 -12.22 8.25 3.62
Fidelity® Strategic Dividend & Income® FSDIX 0.18 3.57 -2.21 -2.24 9.68 6.85
Fidelity Advisor® Strategic Div & Inc® I FSIDX 0.17 3.58 -2.22 -2.33 9.67 6.82
Franklin Growth Allocation C FTGTX 1.07 3.72 -4.75 -6.65 8.86 3.82
Fidelity Advisor® Strategic Div & Inc® M FTSDX 0.09 3.52 -2.38 -2.87 9.08 6.26
American Funds Growth and Inc Port F2 GAIEX 1.22 3.20 -3.86 -5.55 10.35 5.98
American Funds Growth and Inc Port F1 GAIFX 1.21 3.20 -3.94 -5.76 10.08 5.71
American Funds Growth and Inc Port F3 GAIHX 1.26 3.28 -3.76 -5.40 --- ---
American Funds Growth and Inc Port A GAIOX 1.14 3.20 -3.94 -5.79 10.12 5.76
American Funds Growth and Inc Port C GAITX 1.14 3.14 -4.04 -6.46 9.27 4.95
GuideStone Funds Growth Allocation Inv GCOZX 2.14 4.08 -3.10 -6.95 9.62 3.80
GuideStone Funds Growth Allocation Instl GGRYX 2.25 4.17 -2.99 -6.68 9.89 ---
Nationwide Inv Dest Mod Agrsv R GMARX 1.50 4.19 -4.72 -8.06 9.32 4.19
Nationwide Inv Dest Mod Agrsv R6 GMIAX 1.54 4.18 -4.51 -7.50 10.01 4.86
Hartford Growth Allocation A HRAAX 1.66 4.09 -4.38 -6.48 9.23 3.33
Hartford Growth Allocation C HRACX 1.66 4.10 -4.43 -7.10 8.45 2.59
Hartford Growth Allocation F HRAFX 1.64 4.02 -4.26 -6.08 --- ---
Hartford Growth Allocation I HRAIX 1.71 4.12 -4.28 -6.17 9.56 3.67
Hartford Growth Allocation R3 HRARX 1.66 4.09 -4.37 -6.76 8.89 3.02
Hartford Growth Allocation R4 HRASX 1.70 4.11 -4.30 -6.42 9.21 3.32
Hartford Growth Allocation R5 HRATX 1.67 4.09 -4.28 -6.16 9.54 3.64
Voya Solution Moderately Agrsv Port A IAGAX 1.97 4.30 -4.19 -8.29 8.56 4.29
Voya Solution Moderately Agrsv Port I IAGIX 2.02 4.39 -4.04 -7.86 9.10 4.81
Voya Solution Moderately Agrsv Port S IAGSX 1.96 4.26 -4.16 -8.12 8.81 4.53
Voya Solution Moderately Agrsv Port S2 IAGTX 1.96 4.26 -4.16 -8.24 8.68 4.37
American Funds Income Fund of Amer C IFACX 0.33 2.16 -2.57 -5.66 7.84 4.49
American Funds Income Fund of Amer F1 IFAFX 0.38 2.14 -2.41 -5.02 8.60 5.22
Voya Retirement Growth Port I IIRGX 1.58 3.39 -3.55 -6.49 9.04 4.76
Voya Retirement Growth Port A IRGPX 1.59 3.41 -3.57 -6.85 8.57 4.31
Voya Strategic Allocation Growth Port I ISAGX 1.63 3.89 -4.29 -7.41 9.12 4.80
Voya Strategic Allocation Growth Port S ISGRX 1.58 3.85 -4.33 -7.64 8.83 4.53
JHancock Multimanager Lifestyle Gr A JALGX 1.92 4.31 -4.18 -7.68 9.38 4.34
James Aggressive Allocation JAVAX 1.79 3.63 -6.11 -12.41 5.02 ---
JHancock Multimanager Lifestyle Gr B JBLGX 1.86 4.29 -4.31 -8.32 8.63 3.59
JHancock Multimanager Lifestyle Gr C JCLGX 1.86 4.30 -4.32 -8.33 8.61 3.60
JPMorgan Investor Growth & Income R6 JFBUX 2.14 3.86 -3.38 -5.40 --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX 1.99 4.34 -4.06 -7.30 9.84 4.77
JHancock Multimanager Lifestyle Gr 1 JILGX 2.01 4.33 -4.04 -7.33 9.80 4.72
JHancock Multi-Index Lifestyle Growth 1 JLGOX 1.52 3.92 -3.91 -6.46 10.04 5.38
JHancock Multi-Index Lifestyle Growth R6 JLGSX 1.54 3.92 -3.97 -6.43 10.10 5.40
JHancock Multimanager Lifestyle Gr R1 JPLGX 1.94 4.36 -4.21 -7.98 9.04 3.98
JHancock Multimanager Lifestyle Gr R2 JQLGX 1.98 4.34 -4.17 -7.75 9.29 4.23
JHancock Multimanager Lifestyle Gr R3 JRLGX 1.95 4.31 -4.16 -7.85 9.14 4.08
JHancock Multimanager Lifestyle Gr R4 JSLGX 1.96 4.31 -4.08 -7.53 9.56 4.48
JHancock Multimanager Lifestyle Gr I JTGIX 2.01 4.33 -4.04 -7.34 9.74 ---
JHancock Multimanager Lifestyle Gr R5 JTLGX 2.05 4.38 -4.03 -7.31 9.78 4.70
JHancock Multimanager Lifestyle Gr R6 JULGX 1.98 4.33 -4.07 -7.31 9.84 4.77
Miller Income C LCMNX 3.98 10.43 -5.92 -1.28 13.40 ---
Lord Abbett Multi-Asset Growth R4 LGIKX 1.47 4.66 -5.27 -8.52 8.22 ---
Lord Abbett Multi-Asset Growth R2 LGIQX 1.40 4.61 -5.40 -8.89 7.85 3.36
Lord Abbett Multi-Asset Growth R3 LGIRX 1.46 4.60 -5.29 -8.78 7.97 3.49
Lord Abbett Multi-Asset Growth R5 LGITX 1.51 4.70 -5.23 -8.31 8.51 ---
Lord Abbett Multi-Asset Growth R6 LGIVX 1.46 4.69 -5.22 -8.27 8.59 ---
Ladenburg Growth A LGWAX 1.47 4.32 -4.69 -7.08 8.65 ---
Ladenburg Growth C LGWCX 1.37 4.17 -4.95 -7.83 7.84 ---
Ladenburg Growth I LGWIX 1.55 4.33 -4.68 -6.85 8.77 ---
Lord Abbett Multi-Asset Growth F LGXFX 1.50 4.66 -5.18 -8.34 8.41 3.91
QS Moderate Growth I LLAIX 2.16 3.90 -3.29 -5.90 9.06 4.40
QS Moderate Growth R LLMRX 2.14 3.91 -3.47 -6.42 8.38 ---
Miller Income A LMCJX 3.92 10.42 -5.83 -0.50 14.26 ---
Miller Income FI LMCKX 3.93 10.31 -5.98 -0.61 14.20 ---
Miller Income I LMCLX 4.00 10.43 -5.77 -0.27 14.59 ---
Miller Income IS LMCMX 4.04 10.43 -5.73 -0.17 14.70 ---
CGM Mutual LOMMX 5.11 7.43 -5.12 -10.85 8.98 3.93
Lord Abbett Multi-Asset Growth F3 LOWSX 1.46 4.69 -5.16 -8.22 --- ---
LoCorr Spectrum Income A LSPAX 1.21 7.99 -6.18 -3.24 5.83 -0.99
LoCorr Spectrum Income C LSPCX 1.11 7.92 -6.40 -4.08 5.02 -1.73
LoCorr Spectrum Income I LSPIX 1.25 8.00 -6.10 -2.91 6.14 -0.71
Lord Abbett Multi-Asset Growth A LWSAX 1.45 4.66 -5.27 -8.59 8.22 3.73
Lord Abbett Multi-Asset Growth C LWSCX 1.40 4.63 -5.45 -9.22 7.43 2.96
Lord Abbett Multi-Asset Growth I LWSYX 1.51 4.70 -5.24 -8.31 8.49 4.00
Madison Aggressive Allocation C MAACX 0.52 2.67 -3.94 -7.73 8.43 4.46
Madison Aggressive Allocation B MAGBX 0.52 2.67 -3.94 -7.73 8.41 4.46
MFS Growth Allocation R3 MAGEX 1.78 4.06 -3.77 -4.46 10.33 5.21
MFS Growth Allocation R4 MAGJX 1.76 4.09 -3.68 -4.23 10.61 5.47
MFS Growth Allocation R1 MAGMX 1.71 4.08 -3.93 -5.16 9.52 4.43
Madison Aggressive Allocation A MAGSX 0.66 2.79 -3.76 -7.01 9.25 5.25
MFS Growth Allocation A MAGWX 1.74 4.08 -3.76 -4.49 10.33 5.20
MFS Growth Allocation B MBGWX 1.70 4.00 -3.97 -5.21 9.49 4.41
MFS Growth Allocation C MCGWX 1.72 4.04 -3.91 -5.16 9.52 4.42
Praxis Genesis Growth A MGAFX 1.72 3.91 -4.07 -5.74 9.52 4.65
MFS Growth Allocation R2 MGALX 1.73 4.07 -3.85 -4.74 10.05 4.94
MainStay Moderate Growth Allocation A MGDAX 2.17 4.66 -5.82 -10.49 8.22 3.57
MainStay Moderate Growth Allocation B MGDBX 2.05 4.62 -6.01 -11.31 7.23 2.62
MainStay Moderate Growth Allocation C MGDCX 2.05 4.62 -6.01 -11.25 7.24 2.62
MainStay Moderate Growth Allocation I MGDIX 2.16 4.69 -5.74 -10.25 8.49 3.83
MainStay Moderate Growth Allocation Inv MGDNX 2.11 4.65 -5.88 -10.60 8.02 3.39
MainStay Moderate Growth Allocation R3 MGDRX 2.11 4.67 -5.92 -10.77 --- ---
MFS Growth Allocation I MGWIX 1.80 4.10 -3.65 -4.19 10.60 5.48
MassMutual RetireSMART Moderate Gr A MOGAX 1.81 4.30 -3.84 -6.85 9.65 3.98
MassMutual RetireSMART Mod Gr R3 MROTX 1.67 4.12 -3.95 -7.08 9.45 ---
MassMutual RetireSMART Mod Gr I MROUX 1.82 4.22 -3.75 -6.35 10.20 ---
MassMutual RetireSMART Moderate Gr Svc MROYX 1.77 4.20 -3.78 -6.63 9.99 4.31
MassMutual RetireSMART Mod Gr R4 MROZX 1.75 4.24 -3.85 -6.81 9.73 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX 1.77 4.20 -3.79 -6.64 9.89 4.22
MassMutual RetireSMART Moderate Gr R5 MRSSX 1.78 4.22 -3.79 -6.47 10.12 4.42
Great-West Moderately Agg Prfl Inv MXBPX 1.70 3.89 -3.81 -6.15 8.97 5.10
Great-West Moderately Agg Prfl L MXFPX 1.80 3.99 -3.75 -6.31 8.76 4.88
Great-West Moderately Agg Prfl Instl MXHRX 1.84 3.99 -3.59 -5.78 9.41 ---
Nationwide Inv Dest Mod Agrsv A NDMAX 1.54 4.17 -4.60 -7.73 9.65 4.50
Nationwide Inv Dest Mod Agrsv C NDMCX 1.50 4.07 -4.83 -8.45 8.86 3.75
Nationwide Inv Dest Mod Agrsv Svc NDMSX 1.54 4.19 -4.62 -7.80 9.58 4.46
North Star Opportunity I NSOIX 4.24 8.56 -7.53 -5.85 11.44 3.91
North Star Opportunity A NSOPX 4.14 8.44 -7.59 -6.16 11.13 3.82
Rational NuWave Enhanced Mkt Opp A NUXAX 0.59 2.82 4.05 --- --- ---
Rational NuWave Enhanced Mkt Opp C NUXCX 0.56 2.76 3.92 --- --- ---
Rational NuWave Enhanced Mkt Opp Instl NUXIX 0.63 2.81 4.15 --- --- ---
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX 1.52 4.19 -4.55 -7.52 9.93 ---
Oppenheimer Active Allc A OAAAX 1.94 4.17 -4.78 -9.07 8.13 3.85
Oppenheimer Active Allc C OAACX 1.86 4.10 -5.03 -9.72 7.31 3.07
Oppenheimer Active Allc R OAANX 1.83 4.12 -4.92 -9.29 7.85 3.59
Oppenheimer Active Allc Y OAAYX 1.93 4.12 -4.77 -8.89 8.36 4.09
JPMorgan Investor Growth & Income C ONECX 2.05 3.85 -3.67 -6.33 8.55 4.59
JPMorgan Investor Growth & Income I ONGFX 2.17 3.86 -3.41 -5.52 9.46 5.44
JPMorgan Investor Growth & Income A ONGIX 2.13 3.86 -3.48 -5.79 9.20 5.18
Pacific Advisors Balanced A PAABX 0.67 4.05 -9.75 -8.90 4.84 -4.03
Putnam Dynamic Asset Allocation Gr R5 PADEX 1.62 4.61 -5.67 -8.17 9.88 6.04
Putnam Dynamic Asset Allocation Gr A PAEAX 1.66 4.66 -5.67 -8.35 9.61 5.76
Putnam Dynamic Asset Allocation Gr B PAEBX 1.59 4.61 -5.87 -9.05 8.78 4.98
Putnam Dynamic Asset Allocation Gr C PAECX 1.59 4.68 -5.86 -9.06 8.79 4.98
Putnam Dynamic Asset Allocation Gr R6 PAEEX 1.68 4.67 -5.60 -8.04 10.01 6.16
Putnam Dynamic Asset Allocation Gr M PAGMX 1.58 4.63 -5.81 -8.83 9.05 5.24
Putnam Dynamic Asset Allocation Gr Y PAGYX 1.61 4.61 -5.68 -8.17 9.86 6.02
Putnam Dynamic Asset Allocation Gr R PASRX 1.61 4.63 -5.77 -8.63 9.33 5.50
Prospector Capital Appreciation PCAFX 0.59 3.37 -3.53 -2.03 11.02 5.28
Principal SAM Conservative Growth R1 PCGGX 1.63 3.90 -3.58 -6.56 9.19 4.69
Principal SAM Conservative Growth J PCGJX 1.65 3.93 -3.43 -5.88 9.95 5.39
Principal SAM Conservative Growth R3 PCGPX 1.63 3.93 -3.52 -6.29 9.52 5.02
Principal SAM Conservative Growth R2 PCGVX 1.60 3.97 -3.53 -6.46 9.32 4.83
Principal SAM Conservative Growth Inst PCWIX 1.66 3.94 -3.40 -5.77 10.14 5.61
Principal SAM Conservative Growth R5 PCWPX 1.68 3.96 -3.43 -5.97 9.87 5.35
Principal SAM Conservative Growth R4 PCWSX 1.67 3.95 -3.48 -6.12 9.73 5.22
Pacific Advisors Balanced C PGBCX 0.56 3.94 -9.98 -9.66 4.01 -4.77
Pacific Funds Port Optim Gr Adv PMADX 1.80 4.18 -4.48 -7.67 9.24 4.59
Pacific Funds Port Optim Gr A PODAX 1.76 4.20 -4.54 -7.86 8.97 4.33
Pacific Funds Port Optim Gr B PODBX 1.68 4.10 -4.74 -8.57 8.21 3.56
Pacific Funds Port Optim Gr C PODCX 1.75 4.11 -4.71 -8.56 8.22 3.57
Pacific Funds Port Optim Gr R PODRX 1.81 4.12 -4.59 -8.10 8.71 4.08
1789 Growth and Income C PSECX 0.48 3.57 -2.69 -4.13 5.47 2.84
1789 Growth and Income P PSEPX 0.50 3.55 -2.42 -3.17 6.54 3.88
Putnam Capital Spectrum A PVSAX -2.50 4.79 -15.05 -23.28 -2.58 -2.93
Putnam Capital Spectrum B PVSBX -2.56 4.78 -15.21 -23.85 -3.30 -3.65
Putnam Capital Spectrum C PVSCX -2.57 4.79 -15.22 -23.85 -3.31 -3.65
Putnam Capital Spectrum M PVSMX -2.51 4.81 -15.16 -23.66 -3.07 -3.41
Putnam Capital Spectrum R PVSRX -2.51 4.80 -15.09 -23.47 -2.82 -3.17
Putnam Capital Spectrum Y PVSYX -2.46 4.84 -14.97 -23.07 -2.33 -2.68
American Funds Growth and Inc Port R3 RAICX 1.20 3.21 -3.97 -6.03 9.75 5.42
Russell Inv LifePoints Growth Strat A RALAX 2.59 4.33 -1.51 -6.06 9.00 3.68
Russell Inv LifePoints Growth Strat C RALCX 2.56 4.22 -1.69 -6.76 8.17 2.89
Russell Inv LifePoints Growth Strat E RALEX 2.66 4.31 -1.50 -5.96 9.02 3.69
Russell Inv LifePoints Growth Strat R1 RALRX 2.72 4.36 -1.40 -5.68 9.35 4.02
Russell Inv LifePoints Growth Strat S RALSX 2.62 4.36 -1.41 -5.79 9.29 3.94
Russell Inv LifePoints Growth Strat R4 RALUX 2.59 4.31 -1.49 -6.00 9.03 3.74
Russell Inv LifePoints Growth Strat R5 RALVX 2.61 4.32 -1.56 -6.19 8.80 3.49
American Funds Growth and Inc Port R2E RBEGX 1.16 3.21 -4.01 -6.17 9.61 ---
Columbia Capital Allocation Agrsv C RBGCX 1.58 4.45 -5.84 -9.10 9.24 4.68
Russell Inv LifePoints Equity Gr Strat A REAAX 2.09 4.70 -3.40 -8.19 9.77 3.79
Russell Inv LifePoints Equity Gr Strat C RELCX 2.05 4.61 -3.58 -8.87 8.93 3.00
Russell Inv LifePoints Equity Gr Strat E RELEX 2.06 4.63 -3.47 -8.18 9.75 3.77
Russell Inv LifePoints Equity Gr StratR1 RELRX 2.17 4.74 -3.35 -7.82 10.14 4.14
Russell Inv LifePoints Equity Gr Strat S RELSX 2.15 4.75 -3.30 -7.88 10.07 4.05
Russell Inv LifePoints Equity Gr StratR4 RELUX 2.16 4.70 -3.36 -8.09 9.86 3.89
Russell Inv LifePoints Equity Gr StratR5 RELVX 2.12 4.68 -3.47 -8.31 9.58 3.62
American Funds Growth and Inc Port R1 RGNAX 1.14 3.14 -4.09 -6.44 9.26 4.94
American Funds Growth and Inc Port R2 RGNBX 1.14 3.22 -4.04 -6.38 9.30 4.94
American Funds Growth and Inc Port R4 RGNEX 1.21 3.20 -3.87 -5.74 10.10 5.73
American Funds Growth and Inc Port R5 RGNFX 1.23 3.19 -3.84 -5.50 10.41 6.05
American Funds Growth and Inc Port R6 RGNGX 1.25 3.27 -3.76 -5.39 10.48 6.10
American Funds Growth and Inc Port R5E RGQFX 1.21 3.20 -3.81 -5.54 10.33 ---
American Funds Income Fund of Amer R1 RIDAX 0.32 2.15 -2.57 -5.71 7.79 4.45
American Funds Income Fund of Amer R2 RIDBX 0.32 2.16 -2.54 -5.68 7.81 4.47
American Funds Income Fund of Amer R3 RIDCX 0.34 2.14 -2.49 -5.31 8.28 4.92
American Funds Income Fund of Amer R4 RIDEX 0.38 2.19 -2.41 -5.01 8.61 5.24
American Funds Income Fund of Amer R5 RIDFX 0.42 2.18 -2.32 -4.70 8.95 5.55
American Funds Income Fund of Amer R6 RIDGX 0.43 2.18 -2.31 -4.65 9.01 5.61
American Funds Income Fund of Amer R5E RIDHX 0.44 2.18 -2.31 -4.79 8.81 ---
American Funds Income Fund of Amer R2E RIEBX 0.31 2.14 -2.52 -5.43 8.13 ---
Davis Appreciation & Income A RPFCX 1.97 4.20 -4.69 -7.40 11.10 2.75
Saratoga Aggressive Balanced Allc A SABAX 0.98 3.54 -5.00 -5.56 --- ---
Saratoga Aggressive Balanced Allc C SABCX 0.98 3.54 -5.00 -5.56 --- ---
Saratoga Aggressive Balanced Allc I SABIX 0.98 3.54 -5.00 -5.56 --- ---
Principal SAM Conservative Growth A SAGPX 1.64 3.91 -3.49 -6.06 9.78 5.26
SA Worldwide Moderate Growth SAWMX 1.68 3.88 -3.47 -7.10 9.60 ---
QS Moderate Growth C SCGCX 2.07 3.85 -3.57 -6.81 7.96 3.38
Principal SAM Conservative Growth C SCGPX 1.58 3.87 -3.65 -6.74 8.96 4.48
QS Moderate Growth A SCGRX 2.11 3.86 -3.36 -6.14 8.73 4.08
SEI Market Growth Strategy Allc F (SAAT) SGOAX 1.88 4.74 -5.73 -7.76 10.53 5.16
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX 1.93 4.74 -5.69 -7.72 10.55 5.16
SEI Core Market Strategy Allc F (SAAT) SKTAX 1.91 4.78 -5.70 -7.76 10.55 5.17
SMI 50/40/10 SMILX -2.52 1.29 -8.01 -9.73 6.89 ---
Schwab MarketTrack Growth SWHGX 1.79 4.26 -4.74 -5.98 10.38 5.25
SEI Moderate Strategy Allc F (SAAT) SXMAX -0.08 3.49 -3.72 -3.05 9.62 6.75
T. Rowe Price Personal Strat Gr I TGIPX 2.23 4.29 -2.84 -5.13 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX 1.92 3.97 -4.07 -5.46 10.20 5.25
Thrivent Moderately Agrsv Allocation S TMAFX 1.88 3.94 -4.06 -5.31 10.47 5.58
T. Rowe Price Personal Strat Gr TRSGX 2.20 4.26 -2.87 -5.26 11.44 6.23
TIAA-CREF Lifestyle Growth Institutional TSGGX 2.26 4.55 -5.27 -8.16 10.12 5.29
TIAA-CREF Lifestyle Growth Advisor TSGHX 2.19 4.48 -5.33 -8.28 10.04 ---
TIAA-CREF Lifestyle Growth Retail TSGLX 2.20 4.49 -5.34 -8.47 9.77 4.98
TIAA-CREF Lifestyle Growth Premier TSGPX 2.19 4.47 -5.37 -8.31 9.90 5.11
TIAA-CREF Lifestyle Growth Retirement TSGRX 2.19 4.49 -5.35 -8.43 9.83 5.02
Two Oaks Diversified Growth & Income A TWOAX 0.58 5.16 -5.97 -6.97 9.00 4.80
American Century Strat Allc: Agrsv Inv TWSAX 1.99 4.42 -4.36 -6.93 9.67 5.19
USAA Cornerstone Aggressive UCAGX 1.98 4.00 -3.78 -8.43 8.25 3.14
Upright Growth & Income UPDDX 2.83 4.94 -6.84 -24.26 --- ---
VALIC Company II Agrsv Growth Lifestyle VAGLX 1.76 4.42 -4.24 -7.00 9.26 4.49
Value Line Capital Appreciation Investor VALIX 4.14 8.50 -4.05 1.87 13.10 8.05
Vanguard LifeStrategy Growth Inv VASGX 1.85 3.83 -3.57 -6.29 10.30 5.71
Villere Balanced Inv VILLX 1.36 3.81 -9.74 -5.02 8.69 0.82
Value Line Capital Appreciation Instl VLIIX 4.16 8.55 -3.98 2.11 13.42 ---
Securian AM Real Asset Income Instl VSDIX -0.11 5.34 -1.21 2.05 7.09 5.38
Voya Solution Moderately Agrsv Port R6 VYROX 2.02 4.31 -4.04 -7.79 --- ---
InvestEd Growth WAGRX 1.58 3.43 -3.45 -5.53 9.79 5.15
Wells Fargo WealthBuilder Gr Allc A WGAFX 1.30 3.66 -4.91 -7.57 --- ---
Wells Fargo WealthBuilder Gr Allc Instl WGAYX 1.54 3.75 -4.62 --- --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX 1.31 3.76 -5.01 -8.23 9.31 4.02
Westwood Low Volatility Equity Inst WLVIX 0.16 3.34 -4.60 -4.78 8.70 5.41
Walden Asset Management WSBFX 0.17 2.23 -3.36 -2.41 9.87 6.27
WSTCM Sector Select Risk Managed Inv WSTEX -0.62 0.00 -7.32 -8.97 2.76 1.88
WSTCM Sector Select Risk Managed Instl WSTIX -0.62 0.00 -7.34 -8.75 3.04 2.13
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