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

Data through 4/20/2018. 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 -0.52 -0.10 -3.61 10.85 5.45 8.18
American Century Strat Allc: Agrsv I AAAIX -0.95 1.21 -3.02 13.87 6.79 9.22
American Century Strat Allc: Agrsv R AAARX -1.05 0.96 -3.21 13.02 6.00 8.46
American Century Strat Allc: Agrsv R6 AAAUX -0.95 1.22 -2.91 13.94 6.92 ---
Invesco Growth Allocation A AADAX -0.37 -0.06 -3.32 10.45 5.18 6.74
Invesco Growth Allocation C AADCX -0.38 -0.25 -3.47 9.64 4.42 5.94
Invesco Growth Allocation R5 AADIX -0.37 0.00 -3.24 10.78 5.58 7.12
Invesco Growth Allocation R AADRX -0.37 -0.12 -3.38 10.13 4.92 6.48
Invesco Growth Allocation S AADSX -0.37 0.00 -3.26 10.57 5.30 6.85
Invesco Growth Allocation Y AADYX -0.31 0.00 -3.20 10.74 5.46 7.02
Invesco Growth Allocation R6 AAESX -0.31 0.06 -3.24 10.78 --- ---
American Century Strat Allc: Agrsv A ACVAX -0.94 0.95 -3.09 13.29 6.30 8.72
American Funds Income Fund of Amer A AMECX 0.26 -1.31 -3.82 8.22 5.88 7.81
American Funds Income Fund of Amer F2 AMEFX 0.31 -1.22 -3.74 8.45 6.07 8.00
American Century One Choice Agrsv Inv AOGIX -0.93 1.12 -3.12 13.65 6.66 9.27
American Century One Choice Agrsv R AORYX -0.98 0.95 -3.23 13.09 6.12 ---
American Century Strat Allc: Agrsv R5 ASAUX -0.83 1.21 -2.90 13.93 --- ---
American Century Strat Allc: Agrsv C ASTAX -0.96 0.85 -3.27 12.44 5.49 7.92
Patriot Balanced A ATBAX -0.07 0.00 -2.59 7.96 4.33 5.68
Patriot Balanced I ATBIX -0.07 0.07 -2.51 8.20 4.58 5.94
Patriot Balanced C ATBTX -0.07 -0.22 -2.73 7.14 3.55 4.87
Columbia Capital Allocation Agrsv A AXBAX -1.25 0.30 -4.20 15.64 7.75 9.82
BlackRock 80/20 Target Allocation A BAAPX -0.64 0.32 -3.62 12.57 5.55 9.89
BMO Growth Allocation I BABHX -0.59 0.49 -3.42 12.55 6.31 ---
BMO Growth Allocation R6 BABQX -0.59 0.59 -3.42 12.73 6.45 ---
BMO Growth Allocation R3 BABRX -0.59 0.39 -3.60 12.07 5.76 ---
BMO Growth Allocation Y BABYX -0.59 0.49 -3.51 12.33 6.05 ---
BlackRock 80/20 Target Allocation C BCAPX -0.66 0.08 -3.74 11.74 4.76 9.06
Sterling Capital Strategic Allc Gr C BCGCX 0.25 -0.51 -4.27 11.37 4.52 7.24
Sterling Capital Strategic Allc Gr A BCMAX 0.25 -0.33 -4.10 12.12 5.31 8.03
Sterling Capital Strategic Allc Gr I BCMTX 0.31 -0.27 -4.04 12.47 5.56 8.30
BlackRock 80/20 Target Allocation Instl BIAPX -0.62 0.47 -3.48 12.96 5.91 10.28
BlackRock 80/20 Target Allocation K BKAPX -0.55 0.47 -3.48 12.97 --- ---
BlackRock 80/20 Target Allocation R BRAPX -0.64 0.24 -3.65 12.41 5.36 9.71
Boston Trust Asset Management BTBFX -0.93 -0.28 -3.94 11.56 8.21 9.60
Buffalo Flexible Income BUFBX 1.94 -1.18 -4.30 11.04 5.56 6.31
CG Core Total Return Institutional CGBNX -3.40 2.97 -2.74 23.44 9.11 ---
Calamos Growth & Income I CGIIX -1.17 1.86 -3.32 13.38 8.44 10.07
American Funds Growth and Inc Port 529A CGNAX -0.77 0.60 -3.11 13.30 7.23 9.26
American Funds Growth and Inc Port 529C CGNCX -0.81 0.37 -3.28 12.39 6.39 8.39
American Funds Growth and Inc Port 529E CGNEX -0.83 0.49 -3.17 12.97 6.96 8.97
American Funds Growth and Inc Port 529F1 CGNFX -0.73 0.65 -3.00 13.52 7.45 9.48
American Funds Income Fund of Amer 529A CIMAX 0.26 -1.29 -3.80 8.21 5.81 7.73
American Funds Income Fund of Amer 529C CIMCX 0.18 -1.53 -4.01 7.31 4.98 6.89
American Funds Income Fund of Amer 529E CIMEX 0.26 -1.35 -3.83 7.92 5.55 7.46
American Funds Income Fund of Amer 529F1 CIMFX 0.26 -1.23 -3.75 8.40 6.03 7.96
Virtus Growth Allocation Strategy I CLVGX -0.73 -0.63 -3.16 9.91 4.85 8.28
Cavalier Multi Strategy Institutional CMSFX -0.15 1.05 -3.57 11.56 5.52 7.32
Cavalier Multi Strategy C CMSYX -0.15 0.70 -3.73 10.43 4.50 6.27
Columbia Capital Allocation Agrsv Inst2 CPANX -1.20 0.46 -4.13 15.97 8.10 ---
Columbia Capital Allocation Agrsv R CPARX -1.26 0.23 -4.23 15.35 7.51 9.54
Columbia Capital Allocation Agrsv Inst CPAZX -1.18 0.45 -4.14 15.94 8.05 10.09
Columbia Capital Allocation Agrsv Adv CPDAX -1.27 0.38 -4.13 15.93 8.03 ---
Columbia Capital Allocation Agrsv Inst3 CPDIX -1.27 0.38 -4.14 16.04 8.15 ---
American Funds College 2033 529A CTLAX -0.67 0.85 -2.80 13.45 6.84 ---
American Funds College 2033 529C CTLCX -0.68 0.69 -2.99 12.56 5.99 ---
American Funds College 2033 529E CTLEX -0.68 0.86 -2.89 13.13 6.56 ---
American Funds College 2033 529F1 CTLFX -0.59 0.94 -2.71 13.72 7.06 ---
Calamos Growth & Income C CVTCX -1.27 1.55 -3.56 12.23 7.34 8.96
Calamos Growth & Income A CVTRX -1.18 1.79 -3.37 13.12 8.18 9.80
Calamos Growth & Income T CVTTX --- --- --- --- --- ---
Davis Appreciation & Income C DCSCX 0.15 0.58 -3.30 11.73 2.74 7.37
Davis Appreciation & Income Y DCSYX 0.23 0.88 -3.05 12.91 3.83 8.48
Disciplined Growth Investors DGIFX -2.07 1.82 -1.87 12.90 7.23 10.95
MFS® Growth Allocation 529A EAGWX -0.34 1.08 -2.18 13.55 7.08 8.52
MFS® Growth Allocation 529B EBGWX -0.39 0.89 -2.35 12.74 6.28 7.72
MFS® Growth Allocation 529C ECGWX -0.40 0.85 -2.38 12.75 6.27 7.71
Wells Fargo Diversified Cap Bldr A EKBAX -0.86 2.27 -3.26 11.13 10.26 12.48
Wells Fargo Diversified Cap Bldr C EKBCX -0.82 2.11 -3.41 10.30 9.47 11.63
Wells Fargo Diversified Cap Bldr Adm EKBDX -0.84 2.28 -3.24 11.20 10.38 12.67
Wells Fargo Diversified Cap Bldr Inst EKBYX -0.79 2.45 -3.12 11.57 10.67 12.93
EValuator Growth RMS Service EVGLX -1.03 1.50 -3.28 15.17 --- ---
EValuator Growth RMS R4 EVGRX -1.12 1.32 -3.36 14.73 --- ---
Nuveen Strategy Aggressive Gr Allc A FAAGX -0.06 0.94 -3.70 14.38 6.40 8.84
Fallen Angels Income FAINX -2.41 -1.67 -5.53 8.60 4.68 6.82
Fidelity Asset Manager® 85% FAMRX -0.75 1.23 -3.14 15.71 7.82 10.62
Fidelity Advisor® Strategic Div & Inc® A FASDX -1.06 -3.41 -5.40 4.06 5.55 7.70
FBP Appreciation & Income Opportunities FBPBX 0.19 0.61 -3.40 10.37 5.88 7.90
Fidelity Advisor® Strategic Div & Inc® C FCSDX -1.17 -3.65 -5.59 3.29 4.74 6.88
Fidelity Advisor Asset Manager® 85% A FEYAX -0.76 1.14 -3.21 15.33 7.49 10.28
Fidelity Advisor Asset Manager® 85% C FEYCX -0.87 0.89 -3.41 14.50 6.67 9.45
Fidelity Advisor Asset Manager® 85% I FEYIX -0.76 1.18 -3.14 15.68 7.80 10.59
Fidelity Advisor Asset Manager® 85% M FEYTX -0.81 1.04 -3.28 15.04 7.19 9.96
Franklin Founding Funds Allocation Adv FFAAX 0.90 -0.55 -4.28 7.32 4.51 7.38
Franklin Founding Funds Allocation C FFACX 0.78 -0.84 -4.50 6.30 3.46 6.31
Franklin Founding Funds Allocation A FFALX 0.91 -0.55 -4.30 7.09 4.24 7.12
Franklin Founding Funds Allocation R6 FFAQX 0.83 -0.55 -4.28 --- --- ---
Franklin Founding Funds Allocation R FFARX 0.84 -0.69 -4.36 6.80 3.97 6.84
Fidelity® Four-in-One Index FFNOX -0.40 0.41 -3.59 13.60 7.57 10.03
Franklin Growth Allocation A FGTIX -0.59 1.47 -2.46 14.11 6.29 8.78
Franklin Growth Allocation R FGTRX -0.59 1.38 -2.50 13.80 6.03 8.51
Franklin Growth Allocation Advisor FGTZX -0.58 1.51 -2.41 14.37 6.56 9.05
American Funds Income Fund of Amer F3 FIFAX 0.31 -1.20 -3.72 8.57 --- ---
Franklin NextStep Growth A FNGBX -0.40 0.49 -3.42 12.29 --- ---
Franklin NextStep Growth C FNGCX -0.49 0.24 -3.61 11.36 --- ---
Franklin NextStep Growth Advisor FNGVX -0.40 0.57 -3.34 12.55 --- ---
MFS® Prudent Investor A FPPAX 1.12 --- -0.70 --- --- ---
MFS® Prudent Investor B FPPDX 1.02 --- -0.90 --- --- ---
MFS® Prudent Investor C FPPEX 1.02 --- -0.90 --- --- ---
MFS® Prudent Investor I FPPJX 1.12 --- -0.70 --- --- ---
MFS® Prudent Investor R3 FPPQX 1.12 --- -0.70 --- --- ---
MFS® Prudent Investor R1 FPPRX 1.02 --- -0.90 --- --- ---
MFS® Prudent Investor R2 FPPSX 1.02 --- -0.80 --- --- ---
MFS® Prudent Investor R4 FPPUX 1.01 --- -0.70 --- --- ---
MFS® Prudent Investor R6 FPPVX 1.01 --- -0.70 --- --- ---
Nuveen Strategy Aggressive Gr Allc C FSACX -0.13 0.65 -3.92 13.56 5.61 8.03
Nuveen Strategy Aggressive Gr Allc R3 FSASX -0.06 0.82 -3.75 14.15 6.14 8.58
Nuveen Strategy Aggressive Gr Allc I FSAYX -0.06 1.00 -3.63 14.68 6.67 9.12
Fidelity® Strategic Dividend & Income® FSDIX -1.02 -3.22 -5.28 4.43 5.85 8.01
Fidelity Advisor® Strategic Div & Inc® I FSIDX -1.03 -3.30 -5.30 4.35 5.83 7.98
Franklin Growth Allocation C FTGTX -0.66 1.24 -2.64 13.22 5.49 7.97
Fidelity Advisor® Strategic Div & Inc® M FTSDX -1.11 -3.46 -5.45 3.81 5.27 7.42
American Funds Growth and Inc Port F2 GAIEX -0.78 0.66 -3.05 13.56 7.54 9.56
American Funds Growth and Inc Port F1 GAIFX -0.77 0.60 -3.05 13.29 7.25 9.27
American Funds Growth and Inc Port F3 GAIHX -0.76 0.68 -3.04 13.70 --- ---
American Funds Growth and Inc Port A GAIOX -0.77 0.61 -3.10 13.34 7.30 9.35
American Funds Growth and Inc Port C GAITX -0.80 0.39 -3.21 12.50 6.49 8.49
GuideStone Funds Growth Allocation Inv GCOZX -0.48 1.05 -3.01 14.01 5.81 7.45
GuideStone Funds Growth Allocation Instl GGRYX -0.48 1.13 -2.93 14.34 --- ---
Nationwide Inv Dest Mod Agrsv R GMARX -0.58 0.20 -3.76 12.29 6.24 8.22
Nationwide Inv Dest Mod Agrsv R6 GMIAX -0.57 0.35 -3.60 12.99 6.94 8.93
Hartford Growth Allocation A HRAAX -0.64 1.13 -2.95 14.05 4.68 7.34
Hartford Growth Allocation C HRACX -0.73 0.90 -3.15 13.23 3.88 6.56
Hartford Growth Allocation F HRAFX -0.56 1.22 -2.89 14.45 --- ---
Hartford Growth Allocation I HRAIX -0.64 1.22 -2.90 14.40 4.99 7.68
Hartford Growth Allocation R3 HRARX -0.65 0.99 -3.10 13.62 4.31 7.01
Hartford Growth Allocation R4 HRASX -0.64 1.06 -3.05 13.99 4.63 7.32
Hartford Growth Allocation R5 HRATX -0.64 1.13 -2.95 14.35 4.96 7.66
Voya Solution Moderately Agrsv Port A IAGAX -0.89 -0.15 -4.02 11.75 5.52 8.43
Voya Solution Moderately Agrsv Port I IAGIX -0.80 0.07 -3.87 12.32 6.04 8.99
Voya Solution Moderately Agrsv Port S IAGSX -0.88 -0.07 -3.92 12.01 5.76 8.70
Voya Solution Moderately Agrsv Port S2 IAGTX -0.88 -0.07 -3.93 11.84 5.62 8.55
American Funds Income Fund of Amer C IFACX 0.18 -1.53 -3.98 7.36 5.04 6.96
American Funds Income Fund of Amer F1 IFAFX 0.26 -1.29 -3.81 8.19 5.80 7.72
Voya Retirement Growth Port I IIRGX -0.57 0.00 -3.50 11.52 6.02 8.17
Voya Retirement Growth Port A IRGPX -0.57 -0.14 -3.59 11.07 5.57 7.69
Voya Strategic Allocation Growth Port I ISAGX -0.68 -0.06 -3.84 11.67 5.86 8.98
Voya Strategic Allocation Growth Port S ISGRX -0.69 -0.13 -3.94 11.41 5.59 8.69
JHancock Multimanager Lifestyle Gr A JALGX -0.55 0.80 -3.09 13.35 6.33 8.73
James Aggressive Allocation JAVAX -1.56 -1.47 -5.12 9.37 --- ---
JHancock Multimanager Lifestyle Gr B JBLGX -0.61 0.62 -3.26 12.59 5.58 7.96
JHancock Multimanager Lifestyle Gr C JCLGX -0.61 0.62 -3.27 12.61 5.58 7.96
JPMorgan Investor Growth & Income R6 JFBUX -0.73 0.49 -3.35 --- --- ---
JPMorgan Investor Growth & Income T JGITX -0.82 0.33 -3.51 --- --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX -0.55 0.93 -2.99 13.86 6.76 9.19
JHancock Multimanager Lifestyle Gr 1 JILGX -0.55 0.93 -3.05 13.79 6.72 9.14
JHancock Multi-Index Lifestyle Growth 1 JLGOX -0.49 0.00 -3.66 11.84 6.74 ---
JHancock Multi-Index Lifestyle Growth R6 JLGSX -0.41 0.08 -3.65 12.05 6.80 ---
JHancock Multimanager Lifestyle Gr R1 JPLGX -0.55 0.74 -3.20 13.00 5.97 8.36
JHancock Multimanager Lifestyle Gr R2 JQLGX -0.55 0.81 -3.11 13.27 6.23 8.62
JHancock Multimanager Lifestyle Gr R3 JRLGX -0.55 0.74 -3.16 13.13 6.07 8.44
JHancock Multimanager Lifestyle Gr R4 JSLGX -0.49 0.87 -3.04 13.60 6.50 8.88
JHancock Multimanager Lifestyle Gr I JTGIX -0.49 0.93 -2.99 13.73 --- ---
JHancock Multimanager Lifestyle Gr R5 JTLGX -0.55 0.93 -3.03 13.78 6.69 9.10
JHancock Multimanager Lifestyle Gr R6 JULGX -0.49 0.93 -2.99 13.83 6.77 9.18
Miller Income C LCMNX 1.56 1.56 -0.32 8.25 1.80 ---
Lord Abbett Multi-Asset Growth R4 LGIKX -1.33 -0.48 -4.06 7.73 --- ---
Lord Abbett Multi-Asset Growth R2 LGIQX -1.40 -0.63 -4.16 7.39 4.11 7.16
Lord Abbett Multi-Asset Growth R3 LGIRX -1.41 -0.62 -4.19 7.46 4.22 7.28
Lord Abbett Multi-Asset Growth R5 LGITX -1.38 -0.49 -4.09 8.01 --- ---
Lord Abbett Multi-Asset Growth R6 LGIVX -1.32 -0.42 -4.02 8.09 --- ---
Ladenburg Growth A LGWAX -0.91 0.08 -3.37 10.96 --- ---
Ladenburg Growth C LGWCX -0.92 -0.17 -3.57 10.11 --- ---
Ladenburg Growth I LGWIX -0.82 0.17 -3.30 11.25 --- ---
Lord Abbett Multi-Asset Growth F LGXFX -1.36 -0.46 -4.03 7.91 4.63 7.70
QS Moderate Growth I LLAIX -0.55 0.25 -3.34 10.95 6.01 8.12
QS Moderate Growth R LLMRX -0.55 0.12 -3.47 10.31 5.35 ---
Miller Income A LMCJX 1.63 1.87 -0.01 9.17 2.57 ---
Miller Income FI LMCKX 1.62 1.87 -0.03 9.20 2.56 ---
Miller Income I LMCLX 1.57 1.81 -0.08 9.36 2.83 ---
Miller Income IS LMCMX 1.58 1.82 -0.07 9.45 2.96 ---
CGM Mutual LOMMX -1.71 2.00 -3.30 17.58 6.64 8.27
Lord Abbett Multi-Asset Growth F3 LOWSX -1.38 -0.42 -4.02 8.03 --- ---
LoCorr Spectrum Income A LSPAX 2.30 -3.07 -5.50 -2.63 -3.09 ---
LoCorr Spectrum Income C LSPCX 2.20 -3.31 -5.73 -3.46 -3.85 ---
LoCorr Spectrum Income I LSPIX 2.19 -2.99 -5.43 -2.43 -2.85 ---
Lord Abbett Multi-Asset Growth A LWSAX -1.40 -0.50 -4.12 7.75 4.47 7.54
Lord Abbett Multi-Asset Growth B LWSBX -1.48 -0.80 -4.32 6.89 3.67 6.71
Lord Abbett Multi-Asset Growth C LWSCX -1.43 -0.75 -4.29 6.95 3.69 6.74
Lord Abbett Multi-Asset Growth I LWSYX -1.38 -0.43 -4.04 7.98 4.73 7.80
Madison Aggressive Allocation C MAACX -0.58 -0.58 -4.47 11.45 5.66 8.04
Madison Aggressive Allocation B MAGBX -0.50 -0.58 -4.39 11.46 5.63 8.02
MFS® Growth Allocation R3 MAGEX -0.29 1.13 -2.14 13.64 7.13 8.58
MFS® Growth Allocation R4 MAGJX -0.34 1.17 -2.12 13.93 7.39 8.84
MFS® Growth Allocation R1 MAGMX -0.40 0.86 -2.35 12.81 6.33 7.77
Madison Aggressive Allocation A MAGSX -0.49 -0.32 -4.28 12.28 6.43 8.84
MFS® Growth Allocation A MAGWX -0.34 1.12 -2.17 13.64 7.13 8.58
MFS® Growth Allocation B MBGWX -0.39 0.88 -2.37 12.79 6.33 7.76
MFS® Growth Allocation C MCGWX -0.39 0.89 -2.35 12.84 6.33 7.77
Praxis Genesis Growth A MGAFX -0.72 0.27 -3.57 12.03 5.94 8.35
MFS® Growth Allocation R2 MGALX -0.34 1.05 -2.26 13.37 6.85 8.31
MainStay Moderate Growth Allocation A MGDAX -0.89 -0.58 -4.60 11.70 5.59 8.67
MainStay Moderate Growth Allocation B MGDBX -0.97 -0.84 -4.84 10.59 4.62 7.67
MainStay Moderate Growth Allocation C MGDCX -0.97 -0.84 -4.78 10.67 4.64 7.67
MainStay Moderate Growth Allocation I MGDIX -0.88 -0.51 -4.50 11.98 5.89 8.95
MainStay Moderate Growth Allocation Inv MGDNX -0.89 -0.64 -4.60 11.42 5.41 8.48
MainStay Moderate Growth Allocation R3 MGDRX -0.96 -0.64 -4.68 11.27 --- ---
MFS® Growth Allocation I MGWIX -0.29 1.21 -2.10 13.96 7.41 8.85
MassMutual RetireSMART Moderate Gr A MOGAX -0.73 0.46 -3.63 13.01 5.92 7.93
MassMutual RetireSMART Mod Gr R3 MROTX -0.65 0.37 -3.68 12.94 5.75 ---
MassMutual RetireSMART Mod Gr I MROUX -0.64 0.65 -3.48 13.61 6.46 ---
MassMutual RetireSMART Moderate Gr Svc MROYX -0.64 0.56 -3.47 13.44 6.27 8.32
MassMutual RetireSMART Mod Gr R4 MROZX -0.65 0.47 -3.58 13.21 6.01 ---
MassMutual RetireSMART Moderate Gr Admin MRSLX -0.64 0.56 -3.56 13.34 6.17 8.19
MassMutual RetireSMART Moderate Gr R5 MRSSX -0.64 0.65 -3.48 13.61 6.40 8.41
Great-West Moderately Agg Prfl Inv MXBPX -0.36 0.00 -3.11 10.43 6.48 8.78
Great-West Moderately Agg Prfl L MXFPX -0.41 -0.10 -3.16 10.17 6.24 8.50
Great-West Moderately Agg Prfl Instl MXHRX -0.38 0.10 -2.98 10.85 --- ---
Nationwide Inv Dest Mod Agrsv A NDMAX -0.57 0.26 -3.77 12.59 6.55 8.54
Nationwide Inv Dest Mod Agrsv C NDMCX -0.58 0.10 -3.86 11.83 5.82 7.78
Nationwide Inv Dest Mod Agrsv Svc NDMSX -0.57 0.25 -3.70 12.66 6.55 8.52
North Star Opportunity I NSOIX -2.25 -4.69 -8.43 3.12 2.80 7.19
North Star Opportunity A NSOPX -2.25 -4.80 -8.53 2.83 2.67 7.14
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX -0.57 0.32 -3.63 12.92 6.84 ---
Oppenheimer Active Allc A OAAAX -0.68 0.55 -3.68 12.73 6.02 8.37
Oppenheimer Active Allc B OAABX -0.82 0.28 -3.96 11.74 5.18 7.52
Oppenheimer Active Allc C OAACX -0.83 0.28 -3.96 11.81 5.19 7.54
Oppenheimer Active Allc R OAANX -0.68 0.48 -3.76 12.37 5.74 8.11
Oppenheimer Active Allc Y OAAYX -0.67 0.61 -3.70 12.90 6.26 8.64
JPMorgan Investor Growth & Income C ONECX -0.87 0.19 -3.58 10.98 5.91 8.02
JPMorgan Investor Growth & Income I ONGFX -0.77 0.45 -3.39 11.96 6.81 8.89
JPMorgan Investor Growth & Income A ONGIX -0.82 0.32 -3.45 11.61 6.51 8.60
Pacific Advisors Balanced A PAABX -1.47 -2.97 -6.72 5.22 -4.18 -0.38
Putnam Dynamic Asset Allocation Gr R5 PADEX -0.23 0.06 -3.96 14.28 7.42 10.66
Putnam Dynamic Asset Allocation Gr A PAEAX -0.23 -0.06 -4.00 14.03 7.13 10.38
Putnam Dynamic Asset Allocation Gr B PAEBX -0.30 -0.30 -4.21 13.11 6.33 9.55
Putnam Dynamic Asset Allocation Gr C PAECX -0.31 -0.31 -4.20 13.08 6.32 9.54
Putnam Dynamic Asset Allocation Gr R6 PAEEX -0.23 0.06 -3.95 14.39 7.53 10.77
Putnam Dynamic Asset Allocation Gr M PAGMX -0.30 -0.24 -4.15 13.38 6.57 9.82
Putnam Dynamic Asset Allocation Gr Y PAGYX -0.23 0.06 -3.96 14.30 7.39 10.65
Putnam Dynamic Asset Allocation Gr R PASRX -0.30 -0.12 -4.09 13.71 6.86 10.10
Prospector Capital Appreciation PCAFX 0.28 1.59 -1.59 9.62 6.78 8.37
Principal SAM Conservative Growth R1 PCGGX -0.56 -0.11 -3.72 12.42 5.98 8.43
Principal SAM Conservative Growth J PCGJX -0.57 0.11 -3.56 13.20 6.71 9.11
Principal SAM Conservative Growth R3 PCGPX -0.57 0.00 -3.67 12.76 6.30 8.76
Principal SAM Conservative Growth R2 PCGVX -0.56 -0.06 -3.71 12.60 6.11 8.56
Principal SAM Conservative Growth Inst PCWIX -0.50 0.17 -3.52 13.44 6.91 9.38
Principal SAM Conservative Growth R5 PCWPX -0.56 0.06 -3.64 13.06 6.64 9.10
Principal SAM Conservative Growth R4 PCWSX -0.56 0.06 -3.64 12.99 6.51 8.96
Pacific Advisors Balanced C PGBCX -1.50 -3.21 -6.89 4.46 -4.89 -1.14
Pacific Funds Port Optim Gr Adv PMADX -0.51 0.26 -3.69 11.78 6.45 8.27
Pacific Funds Port Optim Gr A PODAX -0.51 0.13 -3.82 11.46 6.18 8.00
Pacific Funds Port Optim Gr B PODBX -0.58 -0.06 -3.93 10.63 5.40 7.25
Pacific Funds Port Optim Gr C PODCX -0.58 -0.07 -3.94 10.67 5.40 7.24
Pacific Funds Port Optim Gr R PODRX -0.57 0.06 -3.83 11.23 5.92 7.74
1789 Growth and Income C PSECX -0.38 1.93 -1.86 6.62 2.98 6.09
1789 Growth and Income P PSEPX -0.30 2.23 -1.63 7.77 4.04 ---
Putnam Capital Spectrum A PVSAX -0.15 -1.60 -4.37 -6.33 -1.38 6.87
Putnam Capital Spectrum B PVSBX -0.22 -1.80 -4.55 -7.04 -2.12 6.08
Putnam Capital Spectrum C PVSCX -0.22 -1.81 -4.53 -7.02 -2.11 6.08
Putnam Capital Spectrum M PVSMX -0.21 -1.74 -4.50 -6.82 -1.87 6.34
Putnam Capital Spectrum R PVSRX -0.15 -1.66 -4.41 -6.56 -1.62 6.61
Putnam Capital Spectrum Y PVSYX -0.12 -1.53 -4.32 -6.11 -1.13 7.15
Quaker Global Tactical Allocation A QTRAX 0.68 -3.97 -5.37 -2.53 -3.27 4.80
Quaker Global Tactical Allocation C QTRCX 0.63 -4.17 -5.49 -3.21 -3.98 4.04
Quaker Global Tactical Allocation I QTRIX 0.75 -3.75 -5.19 -2.11 -2.97 5.11
American Funds Growth and Inc Port R3 RAICX -0.77 0.54 -3.18 12.96 6.96 8.95
Russell Inv LifePoints Growth Strat A RALAX 0.08 0.63 -2.61 9.76 5.18 6.87
Russell Inv LifePoints Growth Strat C RALCX 0.00 0.41 -2.79 8.91 4.39 6.08
Russell Inv LifePoints Growth Strat E RALEX 0.08 0.63 -2.60 9.80 5.17 6.88
Russell Inv LifePoints Growth Strat R1 RALRX 0.08 0.63 -2.58 10.06 5.46 7.24
Russell Inv LifePoints Growth Strat S RALSX 0.08 0.70 -2.50 10.05 5.42 7.14
Russell Inv LifePoints Growth Strat R4 RALUX 0.08 0.55 -2.60 9.82 5.22 6.97
Russell Inv LifePoints Growth Strat R5 RALVX 0.08 0.55 -2.60 9.58 4.95 6.70
Brookfield Real Assets Securities A RASAX 1.64 -3.66 -3.97 -0.62 -0.28 ---
Brookfield Real Assets Securities C RASCX 1.55 -3.85 -4.16 -1.15 -0.88 ---
Brookfield Real Assets Securities I RASIX 1.71 -3.66 -3.86 -0.59 -0.24 ---
Brookfield Real Assets Securities Y RASYX 1.71 -3.65 -3.96 -0.59 -0.25 ---
American Funds Growth and Inc Port R2E RBEGX -0.81 0.44 -3.21 12.74 6.93 ---
Columbia Capital Allocation Agrsv C RBGCX -1.35 0.08 -4.44 14.75 6.94 8.99
Russell Inv LifePoints Equity Gr Strat A REAAX 0.30 0.82 -3.02 11.46 5.99 7.89
Russell Inv LifePoints Equity Gr Strat C RELCX 0.25 0.58 -3.22 10.64 5.18 7.09
Russell Inv LifePoints Equity Gr Strat E RELEX 0.30 0.84 -3.02 11.48 5.99 7.90
Russell Inv LifePoints Equity Gr StratR1 RELRX 0.30 0.89 -2.93 11.82 6.32 8.26
Russell Inv LifePoints Equity Gr Strat S RELSX 0.30 0.89 -2.93 11.74 6.24 8.17
Russell Inv LifePoints Equity Gr StratR4 RELUX 0.30 0.92 -3.01 11.55 6.09 8.01
Russell Inv LifePoints Equity Gr StratR5 RELVX 0.31 0.85 -3.05 11.27 5.81 7.74
American Funds Growth and Inc Port R1 RGNAX -0.80 0.39 -3.27 12.47 6.47 8.48
American Funds Growth and Inc Port R2 RGNBX -0.86 0.39 -3.28 12.45 6.45 8.46
American Funds Growth and Inc Port R4 RGNEX -0.77 0.60 -3.11 13.32 7.28 9.29
American Funds Growth and Inc Port R5 RGNFX -0.71 0.67 -3.04 13.68 7.58 9.61
American Funds Growth and Inc Port R6 RGNGX -0.70 0.74 -2.97 13.75 7.64 9.68
American Funds Growth and Inc Port R5E RGQFX -0.73 0.64 -3.01 13.61 --- ---
Russell Inv LifePoints Growth Strat T RGTAX --- --- --- --- --- ---
American Funds Income Fund of Amer R1 RIDAX 0.22 -1.53 -4.01 7.37 5.01 6.93
American Funds Income Fund of Amer R2 RIDBX 0.18 -1.53 -4.02 7.33 5.02 6.94
American Funds Income Fund of Amer R3 RIDCX 0.22 -1.41 -3.89 7.84 5.49 7.41
American Funds Income Fund of Amer R4 RIDEX 0.26 -1.33 -3.81 8.15 5.80 7.73
American Funds Income Fund of Amer R5 RIDFX 0.26 -1.21 -3.77 8.45 6.12 8.05
American Funds Income Fund of Amer R6 RIDGX 0.26 -1.20 -3.75 8.51 6.17 8.11
American Funds Income Fund of Amer R5E RIDHX 0.26 -1.24 -3.75 8.38 --- ---
American Funds Income Fund of Amer R2E RIEBX 0.18 -1.44 -3.96 7.65 5.37 ---
Davis Appreciation & Income A RPFCX 0.22 0.80 -3.12 12.58 3.56 8.24
Russell Inv LifePoints Equity Gr StratT RQTAX --- --- --- --- --- ---
Saratoga Aggressive Balanced Allc A SABAX -0.20 -0.70 -3.22 --- --- ---
Saratoga Aggressive Balanced Allc C SABCX -0.20 -0.70 -3.22 --- --- ---
Saratoga Aggressive Balanced Allc I SABIX -0.20 -0.70 -3.22 --- --- ---
Principal SAM Conservative Growth A SAGPX -0.55 0.05 -3.60 13.05 6.56 9.00
Saratoga Moderately Agrsv Bal Allc A SAMAX -0.41 -1.80 -3.25 --- --- ---
Saratoga Moderately Agrsv Bal Allc C SAMCX -0.41 -1.80 -3.25 --- --- ---
Saratoga Moderately Agrsv Bal Allc I SAMIX -0.41 -1.80 -3.25 --- --- ---
QS Moderate Growth C SCGCX -0.60 0.00 -3.60 9.88 4.97 7.10
Principal SAM Conservative Growth C SCGPX -0.64 -0.18 -3.80 12.19 5.75 8.18
QS Moderate Growth A SCGRX -0.55 0.25 -3.37 10.70 5.71 7.86
Virtus Growth Allocation Strategy A SGIAX -0.74 -0.63 -3.18 9.73 4.67 8.10
Virtus Growth Allocation Strategy C SGILX -0.76 -0.87 -3.29 9.00 4.01 7.42
SEI Market Growth Strategy Allc F (SAAT) SGOAX -0.75 1.05 -3.59 15.46 7.28 10.18
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX -0.75 1.03 -3.55 15.44 7.28 10.17
SEI Core Market Strategy Allc F (SAAT) SKTAX -0.79 1.04 -3.57 15.43 7.29 10.17
SMI 50/40/10 SMIRX -1.76 1.36 -3.20 15.20 --- ---
Schwab MarketTrack Growth SWHGX -0.26 0.30 -3.39 11.93 6.99 9.29
SEI Moderate Strategy Allc F (SAAT) SXMAX -0.54 -1.31 -3.77 8.02 6.35 9.14
Thrivent Growth and Income Plus A TEIAX 0.19 0.74 -2.01 9.49 5.00 6.28
Thrivent Growth and Income Plus S TEIIX 0.17 0.80 -1.95 9.77 5.34 6.64
T. Rowe Price Personal Strat Gr I TGIPX -0.86 1.91 -2.29 16.62 --- ---
Thrivent Moderately Agrsv Allocation A TMAAX 0.13 0.95 -2.74 12.16 6.82 9.20
Thrivent Moderately Agrsv Allocation S TMAFX 0.13 1.01 -2.65 12.41 7.14 9.55
T. Rowe Price Personal Strat Gr TRSGX -0.86 1.86 -2.34 16.43 8.20 10.76
TIAA-CREF Lifestyle Growth Institutional TSGGX -0.70 1.03 -3.21 15.31 7.89 9.96
TIAA-CREF Lifestyle Growth Advisor TSGHX -0.70 1.03 -3.27 15.26 --- ---
TIAA-CREF Lifestyle Growth Retail TSGLX -0.70 0.90 -3.34 14.95 7.55 9.62
TIAA-CREF Lifestyle Growth Premier TSGPX -0.70 0.97 -3.33 15.07 7.68 9.75
TIAA-CREF Lifestyle Growth Retirement TSGRX -0.76 0.90 -3.34 14.97 7.58 9.65
Two Oaks Diversified Growth & Income A TWOAX 0.91 -2.83 -4.56 5.81 6.12 6.83
American Century Strat Allc: Agrsv Inv TWSAX -0.94 1.08 -3.00 13.54 6.57 9.00
USAA Cornerstone Aggressive UCAGX -0.23 -0.23 -3.97 11.96 4.90 6.30
USAA First Start Growth UFSGX -0.15 -0.44 -3.72 9.94 4.77 7.15
UTC North American UTCNX -0.41 -2.78 -6.12 2.05 1.46 5.44
VALIC Company II Agrsv Growth Lifestyle VAGLX -0.43 0.44 -2.80 11.40 6.30 8.75
Value Line Capital Appreciation Investor VALIX -2.23 3.96 -0.92 17.94 8.30 10.22
Vanguard LifeStrategy Growth Inv VASGX -0.53 0.33 -3.54 13.25 7.11 9.43
Villere Balanced Inv VILLX -1.44 4.88 1.27 9.52 3.07 5.86
Value Line Capital Appreciation Instl VLIIX -2.26 3.95 -0.85 18.29 --- ---
Advantus Strategic Dividend Income Instl VSDIX 0.69 -6.93 -4.58 -6.79 -0.41 3.13
Voya Solution Moderately Agrsv Port R6 VYROX -0.80 0.07 -3.81 12.33 --- ---
InvestEd Growth WAGRX -0.63 0.71 -3.05 14.74 6.28 10.19
Wells Fargo WealthBuilder Gr Allc A WGAFX -0.86 -0.43 -4.30 13.26 --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX -0.92 -0.64 -4.45 12.45 5.70 8.76
Westwood Low Volatility Equity Inst WLVIX -2.37 -2.47 -5.34 4.62 4.36 9.10
Walden Asset Management WSBFX -0.95 -0.11 -3.69 10.67 7.37 9.07
WSTCM Sector Select Risk Managed Inv WSTEX -2.54 0.52 -3.45 11.00 1.81 ---
WSTCM Sector Select Risk Managed Instl WSTIX -2.61 0.52 -3.43 11.24 2.04 ---