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

Data through 12/7/2018. 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 -4.41 -4.44 -6.95 -2.92 5.83 4.86
American Century Strat Allc: Agrsv I AAAIX -4.96 -4.73 -7.53 -3.24 6.18 5.58
American Century Strat Allc: Agrsv R AAARX -4.92 -5.26 -7.58 -3.83 5.48 4.87
American Century Strat Allc: Agrsv R6 AAAUX -4.84 -4.50 -7.42 -3.07 6.40 5.77
Cavanal Hill Opportunistic C AACOX -6.60 -10.95 -12.97 -8.68 0.72 ---
Invesco Growth Allocation A AADAX -4.29 -5.42 -6.47 -4.15 5.62 3.92
Invesco Growth Allocation C AADCX -4.35 -6.10 -6.68 -4.91 4.82 3.13
Invesco Growth Allocation R5 AADIX -4.26 -5.15 -6.37 -3.84 6.00 4.29
Invesco Growth Allocation R AADRX -4.31 -5.62 -6.50 -4.42 5.33 3.67
Invesco Growth Allocation S AADSX -4.29 -5.30 -6.41 -4.06 5.73 4.02
Invesco Growth Allocation Y AADYX -4.29 -5.24 -6.41 -3.97 5.86 4.18
Invesco Growth Allocation R6 AAESX -4.32 -5.15 -6.43 -3.91 --- ---
Cavanal Hill Opportunistic A AAOPX -6.56 -10.27 -12.78 -7.93 1.50 2.31
American Century Strat Allc: Agrsv A ACVAX -4.90 -5.13 -7.56 -3.68 5.74 5.12
Cavanal Hill Opportunistic Institutional AIOPX -6.58 -10.07 -12.73 -7.67 1.77 2.57
American Funds Income Fund of Amer A AMECX -2.98 -3.12 -3.55 -1.53 6.44 5.79
American Funds Income Fund of Amer F2 AMEFX -2.94 -2.96 -3.51 -1.36 6.62 5.96
American Century One Choice Agrsv Inv AOGIX -4.92 -5.09 -7.55 -3.67 5.98 5.49
American Century One Choice Agrsv R AORYX -4.93 -5.55 -7.68 -4.12 5.45 ---
Cavanal Hill Opportunistic Investor APOPX -6.59 -10.31 -12.80 -7.91 1.48 2.28
American Century Strat Allc: Agrsv R5 ASAUX -4.84 -4.72 -7.52 -3.29 --- ---
American Century Strat Allc: Agrsv C ASTAX -4.92 -5.73 -7.76 -4.35 4.96 4.33
Patriot Balanced A ATBAX -4.39 -4.67 -7.07 -3.75 3.84 2.84
Patriot Balanced I ATBIX -4.38 -4.44 -6.98 -3.49 4.09 3.10
Patriot Balanced C ATBTX -4.53 -5.38 -7.22 -4.47 3.07 2.05
Columbia Capital Allocation Agrsv A AXBAX -5.49 -5.60 -7.94 -3.88 6.61 5.94
BlackRock 80/20 Target Allocation A BAAPX -3.60 -3.37 -6.16 -1.80 5.92 5.45
BMO Growth Allocation I BABHX -4.92 -4.45 -7.38 -2.95 6.25 ---
BMO Growth Allocation R6 BABQX -4.91 -4.25 -7.28 -2.78 6.42 ---
BMO Growth Allocation R3 BABRX -5.02 -4.83 -7.48 -3.39 5.74 ---
BMO Growth Allocation Y BABYX -5.01 -4.64 -7.38 -3.15 5.96 ---
BlackRock 80/20 Target Allocation C BCAPX -3.65 -4.05 -6.37 -2.47 5.15 4.67
Sterling Capital Strategic Allc Gr C BCGCX -4.46 -6.91 -5.62 -5.07 4.00 3.91
Sterling Capital Strategic Allc Gr A BCMAX -4.29 -6.19 -5.34 -4.32 4.83 4.70
Sterling Capital Strategic Allc Gr I BCMTX -4.28 -6.00 -5.27 -4.07 5.08 4.97
BlackRock 80/20 Target Allocation Instl BIAPX -3.61 -3.08 -6.11 -1.45 6.28 5.83
BlackRock 80/20 Target Allocation K BKAPX -3.53 -3.00 -6.04 -1.36 --- ---
BlackRock 80/20 Target Allocation R BRAPX -3.63 -3.55 -6.28 -1.96 5.75 5.29
Boston Trust Asset Management BTBFX -3.51 2.11 -4.24 2.92 8.56 7.66
Buffalo Flexible Income BUFBX -4.91 -2.48 -5.84 0.92 6.41 4.59
Cavalier Tactical Economic A CAVMX -1.70 --- --- --- --- ---
Calamos Growth & Income I CGIIX -5.20 0.48 -6.69 1.98 7.58 7.09
American Funds Growth and Inc Port 529A CGNAX -4.44 -3.65 -5.71 -1.96 7.01 6.03
American Funds Growth and Inc Port 529C CGNCX -4.53 -4.39 -5.92 -2.75 6.17 5.18
American Funds Growth and Inc Port 529E CGNEX -4.45 -3.95 -5.78 -2.20 6.75 5.75
American Funds Growth and Inc Port 529F1 CGNFX -4.37 -3.49 -5.64 -1.67 7.23 6.24
American Funds Growth and Inc PortABLE-A CGNGX -4.44 --- -5.72 --- --- ---
American Funds Income Fund of Amer 529A CIMAX -2.98 -3.19 -3.58 -1.61 6.34 5.68
American Funds Income Fund of Amer 529C CIMCX -3.00 -3.85 -3.74 -2.34 5.54 4.88
American Funds Income Fund of Amer 529E CIMEX -2.95 -3.37 -3.61 -1.81 6.11 5.44
American Funds Income Fund of Amer 529F1 CIMFX -2.90 -2.94 -3.48 -1.34 6.60 5.93
Cavalier Tactical Economic Institutional CMSFX -1.68 0.75 -5.54 2.79 6.89 5.01
Cavalier Tactical Economic C CMSYX -1.77 -0.23 -5.81 1.79 5.86 3.98
Columbia Capital Allocation Agrsv Inst2 CPANX -5.43 -5.30 -7.86 -3.59 6.94 6.28
Columbia Capital Allocation Agrsv R CPARX -5.46 -5.81 -8.01 -4.08 6.36 5.68
Columbia Capital Allocation Agrsv Inst CPAZX -5.42 -5.29 -7.88 -3.57 6.92 6.22
Columbia Capital Allocation Agrsv Adv CPDAX -5.43 -5.38 -7.93 -3.63 6.87 6.20
Columbia Capital Allocation Agrsv Inst3 CPDIX -5.43 -5.29 -7.86 -3.53 7.02 6.34
American Funds College 2033 529A CTLAX -3.70 -4.27 -5.08 -2.59 6.41 ---
American Funds College 2033 529C CTLCX -3.83 -4.99 -5.32 -3.40 5.53 ---
American Funds College 2033 529E CTLEX -3.80 -4.46 -5.19 -2.82 6.09 ---
American Funds College 2033 529F1 CTLFX -3.76 -4.09 -5.06 -2.39 6.59 ---
Calamos Growth & Income C CVTCX -5.27 -0.44 -6.94 0.94 6.50 6.02
Calamos Growth & Income A CVTRX -5.21 0.24 -6.76 1.71 7.33 6.83
Davis Appreciation & Income C DCSCX -4.67 -5.32 -8.23 -3.78 5.30 2.63
Davis Appreciation & Income Y DCSYX -4.55 -4.29 -7.92 -2.66 6.45 3.72
Disciplined Growth Investors DGIFX -4.41 1.50 -7.75 2.39 8.96 7.51
MFS® Growth Allocation 529A EAGWX -3.87 -2.55 -6.54 -1.08 7.10 5.54
MFS® Growth Allocation 529B EBGWX -3.98 -3.27 -6.73 -1.87 6.26 4.74
MFS® Growth Allocation 529C ECGWX -3.94 -3.26 -6.73 -1.80 6.27 4.75
Wells Fargo Diversified Cap Bldr A EKBAX -4.37 -2.42 -9.21 -1.63 10.86 9.26
Wells Fargo Diversified Cap Bldr C EKBCX -4.48 -3.14 -9.49 -2.50 10.02 8.42
Wells Fargo Diversified Cap Bldr Adm EKBDX -4.36 -2.35 -9.18 -1.60 10.96 9.43
Wells Fargo Diversified Cap Bldr Inst EKBYX -4.30 -2.11 -9.18 -1.33 11.22 9.67
EValuator Growth RMS Service EVGLX -5.66 -5.83 -9.74 -4.10 --- ---
EValuator Growth RMS R4 EVGRX -5.65 -6.07 -9.72 -4.30 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX -6.70 -10.31 -10.48 -8.49 4.12 3.69
Fallen Angels Income FAINX -3.56 0.89 -3.56 1.57 7.64 5.04
Fidelity Asset Manager® 85% FAMRX -5.88 -5.68 -8.99 -3.75 6.92 6.02
Fidelity Advisor® Strategic Div & Inc® A FASDX -3.01 -0.46 -3.73 0.44 7.73 7.12
FBP Appreciation & Income Opportunities FBPBX -5.94 -1.47 -6.69 0.59 7.38 4.49
Fidelity Advisor® Strategic Div & Inc® C FCSDX -3.09 -1.18 -3.94 -0.35 6.92 6.32
Fidelity Advisor Asset Manager® 85% A FEYAX -5.89 -5.93 -9.08 -4.02 6.59 5.70
Fidelity Advisor Asset Manager® 85% C FEYCX -5.96 -6.60 -9.26 -4.73 5.78 4.90
Fidelity Advisor Asset Manager® 85% I FEYIX -5.85 -5.75 -9.02 -3.78 6.90 5.99
Fidelity Advisor Asset Manager® 85% M FEYTX -5.88 -6.17 -9.09 -4.27 6.31 5.40
Franklin Founding Funds Allocation Adv FFAAX -4.79 -5.63 -6.04 -3.69 5.52 3.56
Franklin Founding Funds Allocation C FFACX -4.84 -6.56 -6.33 -4.67 4.46 2.52
Franklin Founding Funds Allocation A FFALX -4.82 -5.85 -6.15 -3.97 5.26 3.29
Franklin Founding Funds Allocation R6 FFAQX -4.79 -5.59 -6.04 -3.64 --- ---
Franklin Founding Funds Allocation R FFARX -4.81 -6.09 -6.21 -4.17 4.99 3.03
Fidelity® Four-in-One Index FFNOX -4.98 -3.41 -7.11 -1.93 7.17 6.42
Franklin Growth Allocation A FGTIX -4.55 -3.20 -6.30 -1.86 6.38 5.16
Franklin Growth Allocation R FGTRX -4.62 -3.45 -6.39 -2.09 6.13 4.89
Franklin Growth Allocation Advisor FGTZX -4.52 -2.98 -6.26 -1.61 6.65 5.42
American Funds Income Fund of Amer F3 FIFAX -2.93 -2.89 -3.48 -1.26 --- ---
Fidelity Advisor Asset Manager® 85% Z FIQCX -5.84 --- --- --- --- ---
Fidelity Advisor® Strategic Div & Inc® Z FIQWX -2.94 --- --- --- --- ---
Franklin NextStep Growth A FNGBX -4.31 -4.52 -5.81 -3.01 --- ---
Franklin NextStep Growth C FNGCX -4.36 -5.16 -5.93 -3.69 --- ---
Franklin NextStep Growth Advisor FNGVX -4.22 -4.28 -5.73 -2.77 --- ---
MFS® Prudent Investor A FPPAX -1.00 --- -3.22 --- --- ---
MFS® Prudent Investor B FPPDX -1.01 --- -3.43 --- --- ---
MFS® Prudent Investor C FPPEX -1.10 --- -3.43 --- --- ---
MFS® Prudent Investor I FPPJX -0.90 --- -3.12 --- --- ---
MFS® Prudent Investor R3 FPPQX -0.90 --- -3.22 --- --- ---
MFS® Prudent Investor R1 FPPRX -1.01 --- -3.43 --- --- ---
MFS® Prudent Investor R2 FPPSX -1.00 --- -3.32 --- --- ---
MFS® Prudent Investor R4 FPPUX -0.90 --- -3.12 --- --- ---
MFS® Prudent Investor R6 FPPVX -1.00 --- -3.12 --- --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX -6.75 -10.94 -10.59 -9.17 3.36 2.92
Nuveen Strategy Aggressive Gr Allc R3 FSASX -6.67 -10.51 -10.51 -8.67 3.88 3.44
Nuveen Strategy Aggressive Gr Allc I FSAYX -6.67 -10.10 -10.43 -8.23 4.39 3.95
Fidelity® Strategic Dividend & Income® FSDIX -2.99 -0.12 -3.63 0.74 8.03 7.42
Fidelity Advisor® Strategic Div & Inc® I FSIDX -3.00 -0.20 -3.65 0.71 8.01 7.41
Franklin Growth Allocation C FTGTX -4.60 -3.83 -6.46 -2.52 5.62 4.38
Fidelity Advisor® Strategic Div & Inc® M FTSDX -3.01 -0.66 -3.79 0.18 7.46 6.86
American Funds Growth and Inc Port F2 GAIEX -4.37 -3.45 -5.63 -1.69 7.32 6.32
American Funds Growth and Inc Port F1 GAIFX -4.44 -3.71 -5.71 -1.96 7.03 6.03
American Funds Growth and Inc Port F3 GAIHX -4.44 -3.40 -5.68 -1.60 --- ---
American Funds Growth and Inc Port A GAIOX -4.44 -3.69 -5.70 -1.93 7.07 6.08
American Funds Growth and Inc Port C GAITX -4.47 -4.35 -5.85 -2.67 6.27 5.27
GuideStone Funds Growth Allocation Inv GCOZX -4.22 -4.99 -6.72 -3.52 5.93 4.04
GuideStone Funds Growth Allocation Instl GGRYX -4.21 -4.83 -6.70 -3.29 6.18 ---
Nationwide Inv Dest Mod Agrsv R GMARX -4.86 -5.50 -7.26 -4.08 5.97 4.57
Nationwide Inv Dest Mod Agrsv R6 GMIAX -4.82 -4.99 -7.09 -3.43 6.68 5.26
Hartford Growth Allocation A HRAAX -4.43 -3.89 -6.83 -2.41 5.62 3.80
Hartford Growth Allocation C HRACX -4.52 -4.52 -6.97 -3.14 4.86 3.05
Hartford Growth Allocation F HRAFX -4.44 -3.59 -6.78 -2.05 --- ---
Hartford Growth Allocation I HRAIX -4.45 -3.59 -6.78 -2.11 5.97 4.14
Hartford Growth Allocation R3 HRARX -4.46 -4.14 -6.92 -2.73 5.31 3.48
Hartford Growth Allocation R4 HRASX -4.45 -3.91 -6.87 -2.47 5.61 3.79
Hartford Growth Allocation R5 HRATX -4.42 -3.64 -6.74 -2.14 5.93 4.12
Voya Solution Moderately Agrsv Port A IAGAX -4.77 -6.26 -7.24 -4.70 4.85 4.62
Voya Solution Moderately Agrsv Port I IAGIX -4.75 -5.80 -7.11 -4.26 5.38 5.14
Voya Solution Moderately Agrsv Port S IAGSX -4.73 -6.04 -7.18 -4.49 5.13 4.87
Voya Solution Moderately Agrsv Port S2 IAGTX -4.80 -6.15 -7.25 -4.60 4.97 4.72
American Funds Income Fund of Amer C IFACX -3.02 -3.83 -3.75 -2.30 5.60 4.94
American Funds Income Fund of Amer F1 IFAFX -2.99 -3.20 -3.58 -1.63 6.34 5.69
Voya Retirement Growth Port I IIRGX -4.19 -4.61 -6.12 -3.23 5.91 5.01
Voya Retirement Growth Port A IRGPX -4.21 -5.03 -6.23 -3.65 5.46 4.56
Voya Strategic Allocation Growth Port I ISAGX -4.61 -5.14 -6.82 -3.51 5.61 5.21
Voya Strategic Allocation Growth Port S ISGRX -4.65 -5.35 -6.88 -3.78 5.34 4.95
JHancock Multimanager Lifestyle Gr A JALGX -4.56 -5.51 -7.12 -4.07 5.65 4.74
James Aggressive Allocation JAVAX -6.42 -10.37 -9.95 -8.98 1.74 ---
JHancock Multimanager Lifestyle Gr B JBLGX -4.58 -6.11 -7.26 -4.75 4.91 3.99
JHancock Multimanager Lifestyle Gr C JCLGX -4.59 -6.12 -7.26 -4.76 4.90 4.00
JPMorgan Investor Growth & Income R6 JFBUX -4.33 -3.76 -6.41 -2.35 --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX -4.51 -5.17 -7.02 -3.69 6.07 5.17
JHancock Multimanager Lifestyle Gr 1 JILGX -4.51 -5.16 -7.01 -3.73 6.04 5.13
JHancock Multi-Index Lifestyle Growth 1 JLGOX -4.61 -4.37 -6.46 -2.78 6.61 ---
JHancock Multi-Index Lifestyle Growth R6 JLGSX -4.52 -4.29 -6.37 -2.74 6.67 ---
JHancock Multimanager Lifestyle Gr R1 JPLGX -4.56 -5.79 -7.16 -4.40 5.31 4.37
JHancock Multimanager Lifestyle Gr R2 JQLGX -4.60 -5.61 -7.17 -4.20 5.54 4.62
JHancock Multimanager Lifestyle Gr R3 JRLGX -4.58 -5.70 -7.20 -4.31 5.40 4.47
JHancock Multimanager Lifestyle Gr R4 JSLGX -4.50 -5.39 -7.06 -3.93 5.82 4.88
JHancock Multimanager Lifestyle Gr I JTGIX -4.51 -5.23 -7.02 -3.79 5.98 ---
JHancock Multimanager Lifestyle Gr R5 JTLGX -4.55 -5.20 -7.04 -3.79 6.02 5.08
JHancock Multimanager Lifestyle Gr R6 JULGX -4.51 -5.16 -7.01 -3.70 6.08 5.17
Miller Income C LCMNX -4.95 0.09 -8.01 1.82 9.68 ---
Lord Abbett Multi-Asset Growth R4 LGIKX -5.10 -6.44 -8.25 -5.17 4.96 ---
Lord Abbett Multi-Asset Growth R2 LGIQX -5.15 -6.74 -8.29 -5.49 4.60 3.71
Lord Abbett Multi-Asset Growth R3 LGIRX -5.16 -6.64 -8.27 -5.38 4.72 3.84
Lord Abbett Multi-Asset Growth R5 LGITX -5.12 -6.24 -8.19 -4.93 5.24 ---
Lord Abbett Multi-Asset Growth R6 LGIVX -5.05 -6.10 -8.07 -4.79 5.33 ---
Ladenburg Growth A LGWAX -4.99 -5.07 -7.68 -3.52 5.09 ---
Ladenburg Growth C LGWCX -4.99 -5.70 -7.79 -4.23 4.33 ---
Ladenburg Growth I LGWIX -4.99 -4.83 -7.60 -3.26 5.24 ---
Lord Abbett Multi-Asset Growth F LGXFX -5.09 -6.23 -8.10 -4.94 5.15 4.25
QS Moderate Growth I LLAIX -4.08 -4.25 -5.93 -2.63 5.62 4.70
QS Moderate Growth R LLMRX -4.17 -4.81 -6.10 -3.26 4.95 ---
Miller Income A LMCJX -4.94 0.79 -7.91 2.60 10.50 ---
Miller Income FI LMCKX -5.08 0.70 -7.97 2.52 10.44 ---
Miller Income I LMCLX -4.95 0.96 -7.87 2.86 10.77 ---
Miller Income IS LMCMX -4.95 1.02 -7.85 2.94 10.92 ---
CGM Mutual LOMMX -5.40 -10.89 -5.97 -8.89 2.80 3.63
Lord Abbett Multi-Asset Growth F3 LOWSX -5.05 -6.05 -8.07 -4.78 --- ---
LoCorr Spectrum Income A LSPAX -5.40 -0.48 -7.21 2.10 3.22 ---
LoCorr Spectrum Income C LSPCX -5.31 -0.98 -7.27 1.49 2.52 ---
LoCorr Spectrum Income I LSPIX -5.24 -0.02 -7.00 2.61 3.57 ---
Lord Abbett Multi-Asset Growth A LWSAX -5.09 -6.39 -8.19 -5.14 4.97 4.08
Lord Abbett Multi-Asset Growth C LWSCX -5.14 -7.06 -8.33 -5.87 4.20 3.31
Lord Abbett Multi-Asset Growth I LWSYX -5.06 -6.19 -8.14 -4.93 5.22 4.34
Madison Aggressive Allocation C MAACX -4.01 -4.65 -5.43 -3.05 5.55 4.88
Madison Aggressive Allocation B MAGBX -3.93 -4.65 -5.36 -3.05 5.56 4.87
MFS® Growth Allocation R3 MAGEX -3.92 -2.55 -6.55 -1.07 7.11 5.57
MFS® Growth Allocation R4 MAGJX -3.84 -2.29 -6.49 -0.80 7.38 5.84
MFS® Growth Allocation R1 MAGMX -3.97 -3.24 -6.73 -1.80 6.32 4.79
Madison Aggressive Allocation A MAGSX -3.97 -3.97 -5.28 -2.36 6.34 5.66
MFS® Growth Allocation A MAGWX -3.89 -2.53 -6.54 -1.05 7.13 5.58
MFS® Growth Allocation B MBGWX -3.99 -3.24 -6.71 -1.80 6.31 4.79
MFS® Growth Allocation C MCGWX -3.94 -3.22 -6.74 -1.80 6.32 4.79
Praxis Genesis Growth A MGAFX -4.39 -3.38 -7.02 -2.07 6.07 4.89
MFS® Growth Allocation R2 MGALX -3.89 -2.74 -6.60 -1.30 6.85 5.32
MainStay Moderate Growth Allocation A MGDAX -5.72 -8.38 -8.83 -6.69 4.36 3.89
MainStay Moderate Growth Allocation B MGDBX -5.70 -9.11 -8.99 -7.53 3.42 2.95
MainStay Moderate Growth Allocation C MGDCX -5.76 -9.17 -9.04 -7.53 3.40 2.94
MainStay Moderate Growth Allocation I MGDIX -5.66 -8.16 -8.74 -6.45 4.64 4.16
MainStay Moderate Growth Allocation Inv MGDNX -5.66 -8.49 -8.82 -6.81 4.20 3.71
MainStay Moderate Growth Allocation R3 MGDRX -5.69 -8.60 -8.89 -6.99 --- ---
MFS® Growth Allocation I MGWIX -3.85 -2.32 -6.47 -0.79 7.39 5.85
MassMutual RetireSMART Moderate Gr A MOGAX -4.44 -4.53 -6.85 -2.88 5.85 4.32
MassMutual RetireSMART Mod Gr R3 MROTX -4.50 -4.77 -6.94 -3.11 5.70 ---
MassMutual RetireSMART Mod Gr I MROUX -4.45 -4.00 -6.70 -2.32 6.41 ---
MassMutual RetireSMART Moderate Gr Svc MROYX -4.44 -4.26 -6.77 -2.53 6.23 4.68
MassMutual RetireSMART Mod Gr R4 MROZX -4.48 -4.48 -6.82 -2.74 6.00 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX -4.54 -4.36 -6.87 -2.72 6.10 4.56
MassMutual RetireSMART Moderate Gr R5 MRSSX -4.45 -4.09 -6.70 -2.42 6.36 4.79
Great-West Moderately Agg Prfl Inv MXBPX -4.16 -4.50 -6.51 -3.50 5.98 5.45
Great-West Moderately Agg Prfl L MXFPX -4.18 -4.85 -6.62 -3.84 5.69 5.18
Great-West Moderately Agg Prfl Instl MXHRX -4.23 -4.33 -6.54 -3.31 6.29 ---
Nationwide Inv Dest Mod Agrsv A NDMAX -4.90 -5.24 -7.17 -3.77 6.29 4.88
Nationwide Inv Dest Mod Agrsv C NDMCX -4.97 -5.90 -7.38 -4.50 5.52 4.11
Nationwide Inv Dest Mod Agrsv Svc NDMSX -4.92 -5.38 -7.20 -3.84 6.22 4.83
North Star Opportunity I NSOIX -7.92 -4.18 -9.90 -1.46 6.57 3.90
North Star Opportunity A NSOPX -7.95 -4.48 -9.99 -1.72 6.36 3.80
Rational NuWave Enhanced Mkt Opp A NUXAX 3.01 --- -1.64 --- --- ---
Rational NuWave Enhanced Mkt Opp C NUXCX 2.96 --- -1.77 --- --- ---
Rational NuWave Enhanced Mkt Opp Instl NUXIX 3.01 --- -1.58 --- --- ---
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX -4.83 -5.07 -7.13 -3.53 6.58 ---
Oppenheimer Active Allc A OAAAX -5.10 -6.85 -7.93 -5.35 4.51 4.19
Oppenheimer Active Allc C OAACX -5.17 -7.49 -8.07 -6.06 3.75 3.42
Oppenheimer Active Allc R OAANX -5.07 -7.03 -7.92 -5.55 4.28 3.93
Oppenheimer Active Allc Y OAAYX -5.03 -6.58 -7.83 -5.08 4.79 4.45
JPMorgan Investor Growth & Income C ONECX -4.39 -4.63 -6.66 -3.28 5.17 4.70
JPMorgan Investor Growth & Income I ONGFX -4.33 -3.86 -6.44 -2.48 6.06 5.56
JPMorgan Investor Growth & Income A ONGIX -4.32 -4.10 -6.51 -2.69 5.80 5.28
Pacific Advisors Balanced A PAABX -6.35 -4.10 -10.16 -2.42 0.57 -3.56
Putnam Dynamic Asset Allocation Gr R5 PADEX -5.75 -5.70 -8.21 -4.26 6.37 6.51
Putnam Dynamic Asset Allocation Gr A PAEAX -5.82 -5.99 -8.30 -4.56 6.08 6.23
Putnam Dynamic Asset Allocation Gr B PAEBX -5.81 -6.60 -8.41 -5.22 5.31 5.44
Putnam Dynamic Asset Allocation Gr C PAECX -5.86 -6.62 -8.45 -5.23 5.29 5.44
Putnam Dynamic Asset Allocation Gr R6 PAEEX -5.74 -5.63 -8.18 -4.18 6.48 6.63
Putnam Dynamic Asset Allocation Gr M PAGMX -5.86 -6.43 -8.41 -5.04 5.55 5.71
Putnam Dynamic Asset Allocation Gr Y PAGYX -5.75 -5.69 -8.20 -4.30 6.37 6.50
Putnam Dynamic Asset Allocation Gr R PASRX -5.79 -6.13 -8.33 -4.76 5.84 5.98
Prospector Capital Appreciation PCAFX -3.79 0.91 -5.47 2.73 8.12 6.16
Principal SAM Conservative Growth R1 PCGGX -4.21 -4.48 -6.55 -2.89 5.83 5.04
Principal SAM Conservative Growth J PCGJX -4.20 -3.81 -6.37 -2.21 6.56 5.72
Principal SAM Conservative Growth R3 PCGPX -4.21 -4.15 -6.44 -2.57 6.15 5.36
Principal SAM Conservative Growth R2 PCGVX -4.26 -4.37 -6.49 -2.77 5.96 5.15
Principal SAM Conservative Growth Inst PCWIX -4.19 -3.71 -6.34 -2.04 6.74 5.95
Principal SAM Conservative Growth R5 PCWPX -4.17 -3.90 -6.38 -2.25 6.49 5.69
Principal SAM Conservative Growth R4 PCWSX -4.22 -4.00 -6.43 -2.39 6.36 5.56
Pacific Advisors Balanced C PGBCX -6.41 -4.78 -10.37 -3.13 -0.18 -4.29
Pacific Funds Port Optim Gr Adv PMADX -4.85 -5.27 -7.35 -3.90 5.63 4.92
Pacific Funds Port Optim Gr A PODAX -4.87 -5.48 -7.37 -4.09 5.40 4.67
Pacific Funds Port Optim Gr B PODBX -4.89 -6.13 -7.57 -4.78 4.63 3.90
Pacific Funds Port Optim Gr C PODCX -4.99 -6.16 -7.61 -4.88 4.59 3.90
Pacific Funds Port Optim Gr R PODRX -4.95 -5.75 -7.47 -4.41 5.11 4.39
1789 Growth and Income C PSECX -2.31 -1.45 -5.69 -0.54 3.09 3.37
1789 Growth and Income P PSEPX -2.14 -0.49 -5.42 0.56 4.16 4.43
Putnam Capital Spectrum A PVSAX -2.75 -16.39 -14.24 -16.05 -4.29 -1.32
Putnam Capital Spectrum B PVSBX -2.83 -16.98 -14.44 -16.70 -5.01 -2.06
Putnam Capital Spectrum C PVSCX -2.83 -16.98 -14.41 -16.70 -5.01 -2.06
Putnam Capital Spectrum M PVSMX -2.81 -16.79 -14.37 -16.49 -4.77 -1.82
Putnam Capital Spectrum R PVSRX -2.76 -16.59 -14.30 -16.27 -4.53 -1.57
Putnam Capital Spectrum Y PVSYX -2.75 -16.21 -14.21 -15.85 -4.05 -1.07
American Funds Growth and Inc Port R3 RAICX -4.45 -3.91 -5.79 -2.23 6.74 5.73
Russell Inv LifePoints Growth Strat A RALAX -2.94 -5.39 -4.84 -4.55 5.11 3.74
Russell Inv LifePoints Growth Strat C RALCX -3.06 -6.03 -5.04 -5.27 4.33 2.98
Russell Inv LifePoints Growth Strat E RALEX -2.93 -5.37 -4.82 -4.53 5.11 3.75
Russell Inv LifePoints Growth Strat R1 RALRX -2.90 -5.17 -4.78 -4.26 5.43 4.09
Russell Inv LifePoints Growth Strat S RALSX -2.98 -5.20 -4.79 -4.30 5.36 4.01
Russell Inv LifePoints Growth Strat R4 RALUX -3.01 -5.42 -4.88 -4.49 5.15 3.81
Russell Inv LifePoints Growth Strat R5 RALVX -2.93 -5.55 -4.87 -4.68 4.92 3.58
American Funds Growth and Inc Port R2E RBEGX -4.45 -4.08 -5.82 -2.38 6.58 ---
Columbia Capital Allocation Agrsv C RBGCX -5.50 -6.25 -8.17 -4.63 5.81 5.16
Russell Inv LifePoints Equity Gr Strat A REAAX -4.09 -6.48 -6.33 -5.43 5.71 4.04
Russell Inv LifePoints Equity Gr Strat C RELCX -4.16 -7.17 -6.59 -6.17 4.92 3.27
Russell Inv LifePoints Equity Gr Strat E RELEX -4.10 -6.50 -6.39 -5.50 5.70 4.05
Russell Inv LifePoints Equity Gr StratR1 RELRX -4.05 -6.21 -6.34 -5.15 6.05 4.39
Russell Inv LifePoints Equity Gr Strat S RELSX -4.06 -6.24 -6.29 -5.20 5.98 4.30
Russell Inv LifePoints Equity Gr StratR4 RELUX -4.09 -6.37 -6.37 -5.42 5.79 4.14
Russell Inv LifePoints Equity Gr StratR5 RELVX -4.15 -6.58 -6.39 -5.61 5.54 3.88
American Funds Growth and Inc Port R1 RGNAX -4.46 -4.34 -5.86 -2.67 6.25 5.27
American Funds Growth and Inc Port R2 RGNBX -4.47 -4.27 -5.85 -2.65 6.26 5.26
American Funds Growth and Inc Port R4 RGNEX -4.44 -3.64 -5.70 -1.94 7.05 6.06
American Funds Growth and Inc Port R5 RGNFX -4.36 -3.42 -5.61 -1.64 7.39 6.36
American Funds Growth and Inc Port R6 RGNGX -4.37 -3.33 -5.61 -1.59 7.42 6.43
American Funds Growth and Inc Port R5E RGQFX -4.38 -3.50 -5.65 -1.73 7.28 ---
American Funds Income Fund of Amer R1 RIDAX -3.00 -3.84 -3.74 -2.33 5.58 4.93
American Funds Income Fund of Amer R2 RIDBX -3.01 -3.85 -3.76 -2.32 5.58 4.93
American Funds Income Fund of Amer R3 RIDCX -2.99 -3.46 -3.66 -1.92 6.04 5.38
American Funds Income Fund of Amer R4 RIDEX -2.94 -3.19 -3.58 -1.57 6.37 5.71
American Funds Income Fund of Amer R5 RIDFX -2.93 -2.88 -3.49 -1.31 6.69 6.02
American Funds Income Fund of Amer R6 RIDGX -2.93 -2.84 -3.48 -1.26 6.74 6.07
American Funds Income Fund of Amer R5E RIDHX -2.94 -2.99 -3.52 -1.39 6.54 ---
American Funds Income Fund of Amer R2E RIEBX -2.99 -3.56 -3.65 -2.05 5.90 ---
Davis Appreciation & Income A RPFCX -4.60 -4.58 -7.98 -2.97 6.15 3.48
Saratoga Aggressive Balanced Allc A SABAX -4.65 -3.70 -6.78 --- --- ---
Saratoga Aggressive Balanced Allc C SABCX -4.65 -3.70 -6.78 --- --- ---
Saratoga Aggressive Balanced Allc I SABIX -4.65 -3.70 -6.78 --- --- ---
Principal SAM Conservative Growth A SAGPX -4.22 -4.01 -6.42 -2.37 6.40 5.60
SA Worldwide Moderate Growth SAWMX -4.00 -4.84 -5.84 -2.83 6.37 ---
QS Moderate Growth C SCGCX -4.24 -5.13 -6.17 -3.60 4.57 3.67
Principal SAM Conservative Growth C SCGPX -4.26 -4.65 -6.58 -3.08 5.59 4.81
QS Moderate Growth A SCGRX -4.11 -4.48 -6.01 -2.91 5.31 4.40
SEI Market Growth Strategy Allc F (SAAT) SGOAX -5.78 -5.01 -8.78 -3.41 6.61 5.60
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX -5.81 -5.08 -8.82 -3.43 6.59 5.58
SEI Core Market Strategy Allc F (SAAT) SKTAX -5.82 -5.03 -8.75 -3.41 6.61 5.60
SMI 50/40/10 SMILX -4.40 -2.86 -8.52 -1.28 5.89 ---
Schwab MarketTrack Growth SWHGX -5.01 -3.78 -7.43 -2.32 7.03 5.65
SEI Moderate Strategy Allc F (SAAT) SXMAX -3.37 -0.40 -4.63 0.50 7.62 7.36
T. Rowe Price Personal Strat Gr I TGIPX -4.06 -3.39 -6.15 -2.21 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX -4.86 -3.45 -6.91 -2.08 6.52 5.66
Thrivent Moderately Agrsv Allocation S TMAFX -4.82 -3.22 -6.85 -1.82 6.79 6.00
T. Rowe Price Personal Strat Gr TRSGX -4.10 -3.51 -6.19 -2.33 7.52 6.46
TIAA-CREF Lifestyle Growth Institutional TSGGX -5.70 -6.18 -8.54 -4.46 6.29 5.62
TIAA-CREF Lifestyle Growth Advisor TSGHX -5.64 -6.19 -8.54 -4.52 6.21 ---
TIAA-CREF Lifestyle Growth Retail TSGLX -5.73 -6.46 -8.65 -4.80 5.96 5.30
TIAA-CREF Lifestyle Growth Premier TSGPX -5.70 -6.31 -8.60 -4.66 6.09 5.43
TIAA-CREF Lifestyle Growth Retirement TSGRX -5.66 -6.39 -8.58 -4.68 6.01 5.33
Two Oaks Diversified Growth & Income A TWOAX -3.70 -4.61 -7.14 -3.20 6.85 5.43
American Century Strat Allc: Agrsv Inv TWSAX -4.93 -4.93 -7.60 -3.44 5.97 5.38
USAA Cornerstone Aggressive UCAGX -4.38 -6.61 -6.54 -4.77 4.61 3.30
Upright Growth & Income UPDDX -7.69 -26.58 -9.33 -23.58 --- ---
UTC North American UTCNX -1.02 -2.30 -3.44 -0.44 3.59 4.13
VALIC Company II Agrsv Growth Lifestyle VAGLX -4.62 -5.11 -7.60 -3.84 5.71 4.88
Value Line Capital Appreciation Investor VALIX -4.77 2.47 -7.53 4.25 8.99 7.81
Vanguard LifeStrategy Growth Inv VASGX -4.40 -4.28 -6.39 -2.60 6.87 5.98
Villere Balanced Inv VILLX -5.17 -1.31 -12.08 0.24 4.70 1.57
Value Line Capital Appreciation Instl VLIIX -4.69 2.71 -7.39 4.66 8.98 ---
Advantus Strategic Dividend Income Instl VSDIX -0.37 1.14 -2.45 1.78 6.68 6.14
Voya Solution Moderately Agrsv Port R6 VYROX -4.76 -5.81 -7.12 -4.26 --- ---
InvestEd Growth WAGRX -3.94 -3.33 -6.30 -1.77 5.97 5.65
Wells Fargo WealthBuilder Gr Allc A WGAFX -4.82 -4.62 -7.23 -2.96 --- ---
Wells Fargo WealthBuilder Gr Allc Instl WGAYX -4.76 --- -7.30 --- --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX -4.86 -5.27 -7.38 -3.70 5.59 4.49
Westwood Low Volatility Equity Inst WLVIX -3.90 -1.90 -6.34 -0.82 5.82 6.06
Walden Asset Management WSBFX -3.17 1.35 -4.36 2.32 7.74 6.84
WSTCM Sector Select Risk Managed Inv WSTEX -1.99 -5.34 -7.76 -4.73 0.75 ---
WSTCM Sector Select Risk Managed Instl WSTIX -1.89 -5.13 -7.70 -4.44 1.02 ---