Allocation--85%+ Equity: Total Returns

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Data through 9/15/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Allocation--85%+ Equity 2.07 12.36 3.30 16.42 6.37 10.00
Horizon Active Risk Assist® I ACRIX 2.09 13.09 3.34 15.06 --- ---
Meeder Aggressive Growth Adviser AGHAX 2.05 6.00 2.43 --- --- ---
Meeder Aggressive Growth Institutional AGHIX 2.05 6.09 2.53 --- --- ---
American Century One Choice VryAgrsv R AORVX 2.65 15.40 4.33 18.13 --- ---
American Century One Choice VryAgrsv Inv AOVIX 2.70 15.81 4.50 18.69 7.81 10.76
Yorktown Master Allocation A APIFX 2.45 9.02 2.36 11.87 3.20 7.40
Yorktown Master Allocation L APILX 2.36 8.46 2.16 11.12 2.63 6.82
Yorktown Master Allocation Institutional APMAX 2.47 9.25 2.44 12.28 3.67 ---
Horizon Active Risk Assist® A ARAAX 2.10 12.84 3.30 14.59 --- ---
Horizon Active Risk Assist® Investor ARANX 2.10 12.88 3.35 14.68 4.13 ---
BMO Aggressive Allocation I BDSHX 1.81 14.35 3.37 18.05 6.79 ---
BMO Aggressive Allocation R6 BDSQX 1.81 14.46 3.37 18.25 6.97 ---
BMO Aggressive Allocation R3 BDSRX 1.81 14.00 3.27 17.49 6.29 ---
BMO Aggressive Allocation Y BDSYX 1.91 14.21 3.37 17.85 6.55 ---
Franklin Mutual Beacon Z BEGRX 0.81 9.84 1.11 16.50 7.07 11.09
Calvert Aggressive Allocation A CAAAX 2.03 13.87 3.44 18.02 7.61 10.41
Calvert Aggressive Allocation C CAACX 2.00 13.30 3.27 17.18 6.64 9.30
Calvert Aggressive Allocation I CAGIX 2.07 14.19 3.59 18.52 --- ---
Calvert Aggressive Allocation Y CAIYX 2.02 14.07 3.49 18.44 --- ---
CAN SLIM Select Growth CANGX 1.02 11.65 3.13 16.20 5.75 10.36
Meeder Dynamic Growth Adviser DYGAX 2.04 13.48 4.56 --- --- ---
Meeder Dynamic Growth Institutional DYGIX 2.04 13.61 4.56 --- --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX 1.74 10.95 2.65 15.55 6.93 10.61
MFS® Aggressive Growth Allocation 529A EAGTX 2.04 15.59 3.31 16.41 7.47 10.08
MFS® Aggressive Growth Allocation 529B EBAAX 1.90 14.91 3.10 15.53 6.64 9.25
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX 1.62 10.38 2.48 14.69 6.14 9.77
MFS® Aggressive Growth Allocation 529C ECAAX 1.93 14.94 3.09 15.51 6.66 9.25
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX 1.64 10.32 2.45 14.63 6.14 9.77
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX 1.74 11.21 2.76 15.85 --- ---
EValuator Aggressive RMS Service EVAGX 2.83 12.68 4.53 16.81 --- ---
EValuator Aggressive RMS R4 EVFGX 2.74 12.36 4.44 16.53 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX 2.55 18.27 4.51 14.56 4.84 9.17
Franklin Corefolio Allocation Advisor FCAZX 1.53 14.81 3.42 18.59 7.29 11.31
Meeder Aggressive Growth Retail FLAGX 2.05 5.81 2.44 13.01 4.44 9.74
Meeder Dynamic Growth Retail FLDGX 2.04 13.34 4.52 16.92 6.22 10.90
Franklin Mutual Beacon R6 FMBRX 0.81 9.84 1.11 16.52 7.15 ---
Franklin Mutual Shares R6 FMSHX 0.49 5.51 0.01 13.00 5.54 ---
Franklin Corefolio Allocation C FTCLX 1.45 14.00 3.16 17.39 6.23 10.20
Franklin Corefolio Allocation A FTCOX 1.54 14.59 3.38 18.28 7.02 11.01
Franklin Corefolio Allocation R6 FTLQX 1.53 --- --- --- --- ---
FundX Upgrader FUNDX 2.44 9.97 5.36 15.68 6.34 10.23
Nationwide Inv Dest Agrsv R GAFRX 2.33 12.85 3.60 17.27 6.53 9.57
Nationwide Inv Dest Agrsv R6 GAIDX 2.32 13.38 3.75 17.99 7.21 10.27
Transamerica Asset Allocation Growth A IAAAX 2.43 14.33 4.29 16.96 7.84 10.45
Transamerica Asset Allocation Growth B IAABX 2.40 13.63 4.10 15.95 6.95 9.55
Transamerica Asset Allocation Growth C IAALX 2.37 13.76 4.09 16.06 7.06 9.66
Voya Solution Aggressive A IAVAX 2.33 14.26 3.57 17.58 6.55 ---
Voya Solution Aggressive I IAVIX 2.44 14.69 3.82 18.16 7.09 ---
Voya Solution Aggressive S IAVSX 2.39 14.44 3.66 17.84 6.82 ---
Voya Solution Aggressive S2 IAVTX 2.34 14.33 3.70 17.65 6.64 ---
ICON Equity Income A IEQAX 1.41 7.21 1.09 14.84 8.09 10.36
Transamerica Asset Allocation Growth R IGWRX 2.45 14.14 4.26 16.60 7.54 10.14
ICON Equity Income C IOECX 1.33 6.63 0.84 13.91 7.28 9.53
ICON Equity Income S IOEZX 1.46 7.43 1.15 15.10 8.36 10.63
JHancock Multimanager Lifestyle Agrsv A JALAX 2.58 16.30 4.77 19.06 6.77 9.99
JHancock Multimanager Lifestyle Agrsv B JBLAX 2.52 15.73 4.53 18.16 5.97 9.17
JHancock Multimanager Lifestyle Agrsv C JCLAX 2.46 15.72 4.53 18.15 5.98 9.20
Prudential Growth Allocation A JDAAX 2.64 13.81 4.50 18.27 6.05 9.11
Prudential Growth Allocation B JDGBX 2.58 13.25 4.27 17.35 5.24 8.30
Prudential Growth Allocation C JDGCX 2.58 13.23 4.26 17.33 5.24 8.31
Prudential Growth Allocation Z JDGZX 2.66 14.04 4.56 18.58 6.28 9.38
JPMorgan Investor Growth R6 JFTUX 2.04 --- --- --- --- ---
Prudential Growth Allocation R JGARX 2.67 13.59 4.42 17.94 5.77 8.83
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX 2.30 14.39 4.09 18.73 7.77 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX 2.38 14.48 4.17 18.75 7.81 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX 2.58 16.59 4.85 19.40 7.13 10.42
JPMorgan Investor Growth T JPITX 2.03 --- 3.70 --- --- ---
JHancock Multimanager Lifestyle Agrsv R1 JPLAX 2.52 16.01 4.59 18.52 6.34 9.52
JHancock Multimanager Lifestyle Agrsv R2 JQLAX 2.53 16.19 4.68 18.84 6.64 9.88
JHancock Multimanager Lifestyle Agrsv R3 JRLAX 2.59 16.14 4.67 18.75 6.44 9.65
JHancock Multimanager Lifestyle Agrsv R4 JSLAX 2.59 16.37 4.73 19.16 6.85 10.06
JHancock Multimanager Lifestyle Agrsv I JTAIX 2.58 16.56 4.84 19.38 --- ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX 2.58 16.55 4.84 19.42 7.08 10.32
JHancock Multimanager Lifestyle Agrsv R6 JULAX 2.64 16.63 4.84 19.59 7.22 10.47
Ladenburg Aggressive Growth I LAGIX 2.03 12.36 2.89 16.03 --- ---
QS Growth I LANIX 1.65 10.83 3.05 15.47 5.32 9.04
Ladenburg Aggressive Growth A LAWAX 2.00 12.18 2.77 17.22 --- ---
Ladenburg Aggressive Growth C LAWCX 1.96 11.48 2.58 15.03 --- ---
Lord Abbett Multi-Asset Focused Gr A LDSAX 1.54 10.33 1.76 13.67 6.22 10.52
Lord Abbett Multi-Asset Focused Gr B LDSBX 1.46 9.78 1.57 12.81 5.42 9.69
Lord Abbett Multi-Asset Focused Gr C LDSCX 1.53 9.84 1.59 12.85 5.46 9.73
Lord Abbett Multi-Asset Focused Gr F LDSFX 1.59 10.46 1.82 13.79 6.37 10.69
Lord Abbett Multi-Asset Focused Gr F3 LDSOX 1.58 --- 1.86 --- --- ---
Lord Abbett Multi-Asset Focused Gr R2 LDSQX 1.56 10.12 1.66 13.24 5.47 9.89
Lord Abbett Multi-Asset Focused Gr R3 LDSRX 1.50 10.15 1.67 13.38 5.96 10.25
Lord Abbett Multi-Asset Focused Gr R4 LDSSX 1.54 10.36 1.77 13.67 --- ---
Lord Abbett Multi-Asset Focused Gr R5 LDSTX 1.58 10.61 1.86 13.97 --- ---
Lord Abbett Multi-Asset Focused Gr R6 LDSVX 1.63 10.68 1.86 14.02 --- ---
Lord Abbett Multi-Asset Focused Gr I LDSYX 1.58 10.55 1.80 13.91 6.48 10.80
QS Growth R LLLRX 1.60 10.41 2.94 14.81 4.76 ---
MFS® Aggressive Growth Allocation R1 MAAFX 1.93 15.00 3.09 15.57 6.70 9.30
MFS® Aggressive Growth Allocation A MAAGX 2.03 15.64 3.33 16.44 7.51 10.12
MFS® Aggressive Growth Allocation R3 MAAHX 2.05 15.61 3.31 16.46 7.51 10.12
MFS® Aggressive Growth Allocation R4 MAALX 2.07 15.87 3.42 16.79 7.79 10.40
MFS® Aggressive Growth Allocation R2 MAWAX 1.98 15.43 3.26 16.17 7.24 9.84
MFS® Aggressive Growth Allocation B MBAGX 1.97 15.01 3.11 15.60 6.71 9.31
MFS® Aggressive Growth Allocation C MCAGX 1.95 14.99 3.14 15.60 6.71 9.30
Marsico Flexible Capital MFCFX 1.59 12.26 2.74 8.76 5.05 9.51
MainStay Growth Allocation A MGXAX 2.62 12.91 3.98 17.81 5.63 10.21
MainStay Growth Allocation B MGXBX 2.57 12.23 3.70 16.86 4.70 9.23
MainStay Growth Allocation C MGXCX 2.57 12.21 3.70 16.83 4.69 9.21
MainStay Growth Allocation I MGXIX 2.64 13.08 3.99 18.10 5.90 10.48
MainStay Growth Allocation Inv MGXNX 2.63 12.78 3.93 17.69 5.46 10.04
MainStay Growth Allocation R3 MGXRX 2.57 12.57 3.80 17.37 --- ---
MH Elite Fund of Funds MHEFX 1.88 12.95 3.34 16.32 6.02 9.99
MH Elite Small Cap Fund of Funds MHELX 2.16 4.85 0.42 14.28 4.80 9.10
MFS® Aggressive Growth Allocation I MIAGX 2.04 15.82 3.37 16.73 7.78 10.40
Manning & Napier Pro-Blend Max Term R2 MNHCX 2.49 17.67 4.37 13.70 4.08 8.36
Manning & Napier Pro-Blend Max Term I MNHIX 2.61 18.46 4.59 14.79 5.08 9.43
Manning & Napier Pro-Blend Max Term R MNHRX 2.56 18.09 4.46 14.30 4.59 8.89
MassMutual RetireSMART Growth Admin MRGLX 2.40 14.27 4.25 17.70 5.86 9.09
MassMutual RetireSMART Gr I MRGUX 2.40 14.50 4.34 17.97 6.18 ---
MassMutual RetireSMART Gr R3 MRGVX 2.34 13.90 4.21 17.12 5.45 ---
MassMutual RetireSMART Growth Svc MRGYX 2.48 14.36 4.34 17.81 6.00 9.20
MassMutual RetireSMART Gr R4 MRGZX 2.42 14.09 4.20 17.50 5.68 ---
MassMutual RetireSMART Growth A MRRAX 2.40 13.97 4.17 17.32 5.59 8.82
MassMutual RetireSMART Growth R5 MRRSX 2.49 14.37 4.34 17.94 6.09 9.29
Franklin Mutual Shares Z MUTHX 0.49 5.44 -0.02 12.88 5.41 10.10
Great-West Aggressive Profile Inv MXAPX 1.58 12.86 2.30 19.16 8.39 11.71
Great-West Aggressive Profile L MXEPX 1.41 12.65 2.14 18.74 8.10 11.40
Great-West Aggressive Profile Instl MXGTX 1.53 13.16 2.34 19.52 --- ---
Nationwide Inv Dest Agrsv A NDAAX 2.35 13.15 3.70 17.58 6.84 9.90
Nationwide Inv Dest Agrsv C NDACX 2.24 12.58 3.53 16.79 6.08 9.12
Nationwide Inv Dest Agrsv Svc NDASX 2.34 13.08 3.69 17.61 6.81 9.84
Nationwide Inv Dest Agrsv Instl Svc NWWHX 2.42 13.33 3.76 17.97 7.14 ---
JPMorgan Investor Growth C OGGCX 1.95 13.10 3.55 18.32 7.02 10.20
JPMorgan Investor Growth A ONGAX 1.98 13.57 3.72 18.98 7.60 10.79
JPMorgan Investor Growth I ONIFX 2.04 13.77 3.76 19.29 7.89 11.09
Pacific Funds Port Optim Agrsv-Gr C POCEX 1.73 12.21 3.07 16.62 5.61 7.81
Pacific Funds Port Optim Agrsv-Gr A POEAX 1.81 12.89 3.30 17.47 6.40 8.52
Pacific Funds Port Optim Agrsv-Gr B POEBX 1.73 12.26 3.13 16.59 5.61 7.81
Pacific Funds Port Optim Agrsv-Gr Adv POEDX 1.80 13.01 3.36 17.80 6.65 ---
Pacific Funds Port Optim Agrsv-Gr R POERX 1.82 12.69 3.26 17.23 6.14 8.28
Principal SAM Strategic Growth R5 PSGFX 2.64 15.40 4.87 17.06 6.87 10.34
Principal SAM Strategic Growth R1 PSGGX 2.61 14.89 4.70 16.36 6.21 9.66
Principal SAM Strategic Growth R4 PSGLX 2.63 15.29 4.86 16.90 6.74 10.22
Principal SAM Strategic Growth R3 PSGPX 2.60 15.16 4.79 16.65 6.54 10.01
Principal SAM Strategic Growth R2 PSGVX 2.60 15.01 4.73 16.52 6.35 9.81
PIMCO StocksPLUS® Long Duration Instl PSLDX 2.97 22.38 4.53 21.78 16.40 18.26
Principal SAM Strategic Growth Inst PSWIX 2.72 15.63 4.99 17.35 7.15 10.64
Principal SAM Strategic Growth J PSWJX 2.64 15.49 4.88 17.13 6.90 10.33
Rockefeller Equity Allocation Instl ROCKX 1.35 18.59 4.48 19.81 --- ---
Principal SAM Strategic Growth A SACAX 2.66 15.33 4.88 16.97 6.77 10.22
QS Growth A SCHAX 1.65 10.60 2.98 15.11 5.03 8.72
QS Growth C SCHCX 1.57 10.04 2.80 14.31 4.30 8.00
Snow Capital Dividend Plus A SDPAX 1.66 2.67 0.98 11.56 3.50 ---
Snow Capital Dividend Plus Instl SDPIX 1.66 2.85 1.07 11.83 3.75 ---
Stringer Growth A SRGAX 1.57 11.97 3.12 14.18 5.27 ---
Stringer Growth C SRGCX 1.59 11.43 2.90 13.43 4.51 ---
Stringer Growth Instl SRGIX 1.65 12.21 3.18 14.53 5.55 ---
Schwab MarketTrack All Equity SWEGX 2.59 12.28 3.65 18.83 7.81 10.98
Principal SAM Strategic Growth C SWHCX 2.58 14.74 4.67 16.10 5.97 9.40
Thrivent Aggressive Allocation A TAAAX 1.90 14.01 3.67 18.95 7.60 10.37
Thrivent Aggressive Allocation S TAAIX 1.88 14.19 3.70 19.32 8.01 10.79
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX 2.32 12.28 3.95 17.78 5.96 10.05
Transamerica Asset Allocation Growth I TAGIX 2.43 14.57 4.29 17.20 8.13 10.76
Transamerica Asset Allocation Growth T1 TAGTX 2.49 --- 4.35 --- --- ---
Transamerica Asset Allocation Growth Adv TAGVX 2.49 --- 4.36 --- --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX 2.06 11.70 2.96 16.31 6.51 9.51
Transamerica Asset Alloc Long Hrzn R TALRX 2.06 --- 2.93 --- --- ---
Franklin Mutual Beacon A TEBIX 0.76 9.58 1.06 16.15 6.78 10.77
Franklin Mutual Beacon C TEMEX 0.70 9.06 0.89 15.34 6.01 9.99
Franklin Mutual Shares C TEMTX 0.40 4.67 -0.26 11.77 4.36 9.01
Franklin Mutual Shares A TESIX 0.46 5.23 -0.09 12.61 5.13 9.79
Franklin Mutual Shares R TESRX 0.43 5.04 -0.16 12.32 4.88 9.54
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX 2.33 12.59 4.04 18.22 6.40 10.48
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX 2.93 17.71 5.42 21.19 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX 2.93 17.71 5.42 21.21 8.49 11.71
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX 2.94 17.54 5.37 20.86 8.15 11.35
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX 2.93 17.59 5.34 21.07 8.36 11.55
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX 2.94 17.52 5.37 20.93 8.23 11.43
Voya Solution Aggressive R6 VYRMX 2.44 14.69 3.82 18.16 --- ---
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