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Allocation--85%+ Equity: Total Returns

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Data through 9/21/2018. 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--85%+ Equity 1.20 5.77 3.42 11.72 11.47 8.87
Horizon Active Risk Assist® I ACRIX 2.04 7.58 3.97 12.28 --- ---
Meeder Aggressive Allocation Adviser AGHAX 0.00 5.65 1.94 12.44 --- ---
Meeder Aggressive Allocation Instl AGHIX 0.00 5.83 2.12 12.72 --- ---
American Century One Choice VryAgrsv R AORVX 1.10 5.29 2.28 11.37 11.72 ---
American Century One Choice VryAgrsv Inv AOVIX 1.15 5.74 2.44 11.97 12.28 9.74
Yorktown Master Allocation A APIFX 0.23 3.36 1.45 9.70 8.48 5.72
Yorktown Master Allocation L APILX 0.18 2.81 1.29 8.89 7.79 5.11
Yorktown Master Allocation Institutional APMAX 0.25 3.54 1.52 9.97 8.88 6.17
Horizon Active Risk Assist® A ARAAX 2.04 7.45 3.93 12.03 9.33 ---
Horizon Active Risk Assist® Investor ARANX 2.04 7.54 3.98 12.18 9.41 ---
BMO Aggressive Allocation I BDSHX 1.31 6.24 4.04 13.13 12.06 ---
BMO Aggressive Allocation R6 BDSQX 1.21 6.35 4.04 13.27 12.19 ---
BMO Aggressive Allocation R3 BDSRX 1.21 5.81 3.83 12.58 11.47 ---
BMO Aggressive Allocation Y BDSYX 1.31 6.01 3.93 12.89 11.79 ---
Franklin Mutual Beacon Z BEGRX 0.88 3.49 4.95 7.33 11.08 8.56
Calvert Aggressive Allocation A CAAAX 1.72 5.81 4.31 11.58 11.33 9.03
Calvert Aggressive Allocation C CAACX 1.62 5.20 4.11 10.75 10.44 8.01
Calvert Aggressive Allocation I CAGIX 1.76 6.10 4.44 12.02 --- ---
CAN SLIM Select Growth CANGX -0.20 3.60 1.10 11.25 10.37 8.62
American Funds College 2036 529-A CCFAX 1.46 --- 2.05 --- --- ---
Crow Point Defined Risk Global Eq Inc A CGHAX 2.34 3.84 3.49 8.08 4.80 2.53
Crow Point Defined Risk Global Eq Inc I CGHIX 2.32 3.81 3.46 8.12 5.03 2.76
American Funds College 2036 529-F-1 CTAFX 1.45 --- 2.15 --- --- ---
American Funds College 2036 529-C CTDCX 1.36 --- 1.86 --- --- ---
American Funds College 2036 529-E CTKEX 1.36 --- 2.05 --- --- ---
Meeder Dynamic Allocation Adviser DYGAX 1.23 6.08 3.79 13.50 --- ---
Meeder Dynamic Allocation Institutional DYGIX 1.23 6.28 3.89 13.66 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX 1.70 9.68 4.99 17.41 13.15 10.45
MFS® Aggressive Growth Allocation 529A EAGTX 1.65 7.58 3.87 14.16 12.85 9.25
MFS® Aggressive Growth Allocation 529B EBAAX 1.56 7.01 3.70 13.31 12.00 8.42
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX 1.66 9.08 4.79 16.57 12.30 9.64
MFS® Aggressive Growth Allocation 529C ECAAX 1.54 6.97 3.66 13.27 12.00 8.42
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX 1.69 9.12 4.81 16.54 12.32 9.64
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX 1.75 9.90 5.04 17.70 13.45 ---
EValuator Aggressive RMS Service EVAGX 1.31 6.01 2.41 12.71 --- ---
EValuator Aggressive RMS R4 EVFGX 1.40 5.83 2.40 12.40 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX 1.63 7.76 3.27 13.79 12.24 8.17
Franklin Corefolio Allocation Advisor FCAZX 2.10 9.66 4.57 14.88 12.79 10.25
Meeder Aggressive Allocation Retail FLAGX -0.09 5.45 1.94 12.12 8.89 8.96
Meeder Dynamic Allocation Retail FLDGX 1.24 5.91 3.71 13.26 11.34 10.03
Franklin Mutual Beacon R6 FMBRX 0.88 3.55 4.95 7.42 11.16 8.65
Franklin Mutual Shares R6 FMSHX 0.84 5.21 5.28 8.11 10.02 7.96
Franklin Corefolio Allocation C FTCLX 1.99 8.87 4.30 13.77 11.66 9.16
Franklin Corefolio Allocation A FTCOX 2.05 9.42 4.43 14.59 12.49 9.96
Franklin Corefolio Allocation R6 FTLQX 2.10 9.72 4.57 15.04 --- ---
FundX Upgrader FUNDX 2.44 12.61 4.02 17.86 11.55 10.05
Nationwide Inv Dest Agrsv R GAFRX 1.58 4.54 3.30 10.39 11.33 8.06
Nationwide Inv Dest Agrsv R6 GAIDX 1.60 4.95 3.45 11.01 12.05 8.75
Leland Real Asset Opportunities A GHTAX -1.83 -2.49 -1.01 -0.93 6.62 ---
Leland Real Asset Opportunities C GHTCX -1.90 -3.00 -1.19 -1.75 5.79 ---
Leland Real Asset Opportunities I GHTIX -1.84 -2.24 -0.96 -0.68 6.85 ---
Goldman Sachs Tax-Advntgd Gbl Eq P GSKPX 0.98 --- 3.01 --- --- ---
Hotchkis & Wiley Value Opps A HWAAX 2.04 10.28 6.63 17.96 13.56 11.76
Hotchkis & Wiley Value Opps C HWACX 2.00 9.68 6.43 17.10 12.71 10.93
Hotchkis & Wiley Value Opps Instl HWAIX 2.07 10.50 6.70 18.28 13.85 12.04
Transamerica Asset Allocation Growth A IAAAX 1.42 3.69 2.74 8.64 11.05 8.73
Transamerica Asset Allocation Growth B IAABX 1.37 2.98 2.51 7.65 10.06 7.82
Transamerica Asset Allocation Growth C IAALX 1.40 3.12 2.56 7.83 10.23 7.96
Voya Solution Aggressive A IAVAX 1.29 3.30 2.54 9.69 10.91 8.28
Voya Solution Aggressive I IAVIX 1.34 3.65 2.68 10.25 11.44 8.93
Voya Solution Aggressive S IAVSX 1.28 3.52 2.62 9.95 11.17 8.64
Voya Solution Aggressive S2 IAVTX 1.30 3.40 2.56 9.81 11.00 8.38
ICON Equity Income A IEQAX 0.33 3.61 2.81 8.74 11.23 9.08
Transamerica Asset Allocation Growth R IGWRX 1.43 3.45 2.64 8.37 10.72 8.42
ICON Equity Income C IOECX 0.27 3.02 2.65 7.91 10.40 8.28
ICON Equity Income S IOEZX 0.33 3.73 2.87 8.99 11.51 9.36
JHancock Multimanager Lifestyle Agrsv A JALAX 1.52 4.78 2.55 10.43 11.61 8.54
JHancock Multimanager Lifestyle Agrsv B JBLAX 1.53 4.29 2.43 9.66 10.86 7.75
JHancock Multimanager Lifestyle Agrsv C JCLAX 1.47 4.22 2.37 9.65 10.83 7.77
PGIM Growth Allocation A JDAAX 0.79 3.92 1.81 10.36 11.13 7.83
PGIM Growth Allocation B JDGBX 0.72 3.35 1.68 9.55 10.29 7.02
PGIM Growth Allocation C JDGCX 0.72 3.34 1.62 9.54 10.31 7.02
PGIM Growth Allocation R6 JDGQX 0.83 4.09 1.90 --- --- ---
PGIM Growth Allocation Z JDGZX 0.83 4.09 1.90 10.59 11.38 8.09
JPMorgan Investor Growth R6 JFTUX 1.55 5.66 3.57 12.49 --- ---
PGIM Growth Allocation R JGARX 0.75 3.68 1.78 10.01 10.86 7.56
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX 1.85 5.50 4.17 12.00 13.18 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX 1.85 5.58 4.17 12.03 13.25 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX 1.59 5.05 2.67 10.84 12.05 8.94
JHancock Multimanager Lifestyle Agrsv R1 JPLAX 1.53 4.53 2.55 10.07 11.24 8.11
JHancock Multimanager Lifestyle Agrsv R2 JQLAX 1.53 4.75 2.56 10.34 11.53 8.42
JHancock Multimanager Lifestyle Agrsv R3 JRLAX 1.53 4.61 2.56 10.15 11.34 8.21
JHancock Multimanager Lifestyle Agrsv R4 JSLAX 1.59 4.92 2.62 10.63 11.79 8.63
JHancock Multimanager Lifestyle Agrsv I JTAIX 1.59 5.04 2.67 10.76 11.96 ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX 1.58 5.04 2.67 10.81 12.01 8.87
JHancock Multimanager Lifestyle Agrsv R6 JULAX 1.58 5.10 2.73 10.87 12.11 9.00
Ladenburg Aggressive Growth I LAGIX 1.38 5.24 3.43 11.67 10.90 ---
QS Growth I LANIX 1.10 3.66 3.10 9.13 9.87 7.46
Ladenburg Aggressive Growth A LAWAX 1.36 5.01 3.39 11.35 11.28 ---
Ladenburg Aggressive Growth C LAWCX 1.24 4.47 3.15 10.53 10.06 ---
QS Growth R LLLRX 1.04 3.14 2.93 8.47 9.24 ---
MFS® Aggressive Growth Allocation R1 MAAFX 1.58 7.06 3.70 13.35 12.05 8.47
MFS® Aggressive Growth Allocation A MAAGX 1.64 7.62 3.89 14.19 12.88 9.28
MFS® Aggressive Growth Allocation R3 MAAHX 1.65 7.64 3.92 14.21 12.90 9.29
MFS® Aggressive Growth Allocation R4 MAALX 1.63 7.77 3.96 14.45 13.17 9.55
MFS® Aggressive Growth Allocation R2 MAWAX 1.63 7.42 3.84 13.92 12.61 9.01
MFS® Aggressive Growth Allocation B MBAGX 1.58 7.06 3.70 13.33 12.06 8.47
MFS® Aggressive Growth Allocation C MCAGX 1.56 7.04 3.69 13.31 12.05 8.47
Morgan Stanley Inst Insight A MFPHX 2.02 6.31 2.75 13.65 17.86 12.94
Morgan Stanley Inst Insight I MFPIX 2.06 6.58 2.85 14.06 18.27 13.33
Morgan Stanley Inst Insight L MFPLX 1.96 5.93 2.59 13.08 17.28 12.37
MainStay Growth Allocation A MGXAX 0.88 2.57 2.69 9.70 10.37 7.94
MainStay Growth Allocation B MGXBX 0.80 1.91 2.41 8.65 9.40 6.99
MainStay Growth Allocation C MGXCX 0.80 1.91 2.41 8.65 9.39 6.98
MainStay Growth Allocation I MGXIX 0.90 2.81 2.75 9.97 10.68 8.23
MainStay Growth Allocation Inv MGXNX 0.88 2.44 2.63 9.49 10.21 7.77
MainStay Growth Allocation R3 MGXRX 0.88 2.33 2.58 9.28 --- ---
MH Elite Fund of Funds MHEFX 1.40 7.82 3.88 14.97 12.55 8.99
MH Elite Small Cap Fund of Funds MHELX -0.12 11.02 1.98 17.84 12.17 8.04
MFS® Aggressive Growth Allocation I MIAGX 1.65 7.80 3.95 14.49 13.16 9.55
Manning & Napier Pro-Blend Max Term R2 MNHCX 1.56 7.14 3.08 12.86 11.39 7.36
Manning & Napier Pro-Blend Max Term I MNHIX 1.65 7.92 3.35 14.01 12.52 8.42
Manning & Napier Pro-Blend Max Term R MNHRX 1.58 7.52 3.22 13.49 11.96 7.89
Meritage Yield-Focus Equity Investor MPYEX 0.61 6.18 5.81 11.67 10.54 ---
Meritage Yield-Focus Equity Instl MPYIX 0.70 6.38 5.93 11.86 10.67 ---
MassMutual RetireSMART Growth Admin MRGLX 1.65 5.57 3.70 11.44 11.33 7.88
MassMutual RetireSMART Gr I MRGUX 1.65 5.75 3.70 11.66 11.65 ---
MassMutual RetireSMART Gr R3 MRGVX 1.59 5.19 3.58 10.93 10.86 ---
MassMutual RetireSMART Growth Svc MRGYX 1.65 5.65 3.69 11.51 11.45 7.99
MassMutual RetireSMART Gr R4 MRGZX 1.58 5.45 3.65 11.27 11.17 ---
MassMutual RetireSMART Growth A MRRAX 1.57 5.31 3.62 11.06 11.06 7.62
MassMutual RetireSMART Growth R5 MRRSX 1.65 5.74 3.78 11.65 11.57 8.09
Morgan Stanley Inst Insight C MSSPX 1.92 5.75 2.59 12.80 16.98 ---
Franklin Mutual Shares Z MUTHX 0.87 5.17 5.28 8.07 9.91 7.85
Great-West Aggressive Profile Inv MXAPX 1.54 5.09 3.51 12.00 12.84 10.16
Great-West Aggressive Profile L MXEPX 1.54 4.86 3.52 11.68 12.53 9.91
Great-West Aggressive Profile Instl MXGTX 1.49 5.28 3.61 12.34 13.24 ---
Nationwide Inv Dest Agrsv A NDAAX 1.53 4.64 3.31 10.67 11.63 8.35
Nationwide Inv Dest Agrsv C NDACX 1.50 4.17 3.14 9.85 10.82 7.59
Nationwide Inv Dest Agrsv Svc NDASX 1.60 4.68 3.28 10.67 11.61 8.32
Nationwide Inv Dest Agrsv Instl Svc NWWHX 1.59 4.83 3.37 10.93 11.93 ---
JPMorgan Investor Growth C OGGCX 1.45 4.90 3.30 11.41 11.42 9.30
JPMorgan Investor Growth A ONGAX 1.49 5.33 3.46 12.07 12.06 9.90
JPMorgan Investor Growth I ONIFX 1.55 5.59 3.59 12.40 12.34 10.19
Oak Ridge Multi Strategy A ORILX 1.43 10.59 3.55 19.81 12.69 11.55
Oak Ridge Multi Strategy C ORLCX 1.33 10.05 3.29 18.92 11.73 10.59
Pacific Funds Port Optim Agrsv-Gr C POCEX 1.56 4.90 3.30 10.06 10.75 7.30
Pacific Funds Port Optim Agrsv-Gr A POEAX 1.63 5.48 3.49 10.88 11.56 8.07
Pacific Funds Port Optim Agrsv-Gr B POEBX 1.62 4.95 3.35 10.09 10.79 7.32
Pacific Funds Port Optim Agrsv-Gr Adv POEDX 1.74 5.71 3.66 11.17 11.87 8.34
Pacific Funds Port Optim Agrsv-Gr R POERX 1.64 5.28 3.46 10.58 11.29 7.80
Oak Ridge Multi Strategy I PORYX 1.40 10.89 3.54 20.05 12.80 11.65
Principal SAM Strategic Growth R5 PSGFX 1.76 4.66 3.99 10.34 11.13 8.97
Principal SAM Strategic Growth R1 PSGGX 1.71 4.21 3.85 9.64 10.45 8.30
Principal SAM Strategic Growth R4 PSGLX 1.80 4.60 3.98 10.22 11.00 8.84
Principal SAM Strategic Growth R3 PSGPX 1.76 4.43 3.90 10.01 10.78 8.63
Principal SAM Strategic Growth R2 PSGVX 1.71 4.32 3.85 9.78 10.59 8.44
PIMCO StocksPLUS® Long Duration Instl PSLDX 0.17 4.04 6.33 13.23 19.93 18.59
Principal SAM Strategic Growth Inst PSWIX 1.84 4.88 4.05 10.60 11.42 9.25
Principal SAM Strategic Growth J PSWJX 1.81 4.73 3.99 10.44 11.20 8.99
Principal SAM Strategic Growth A SACAX 1.75 4.62 3.96 10.23 11.01 8.86
QS Growth A SCHAX 1.09 3.45 3.03 8.87 9.56 7.16
QS Growth C SCHCX 0.98 2.91 2.86 8.08 8.80 6.43
Snow Capital Equity Income A SDPAX 0.37 2.72 3.86 9.32 12.25 8.19
Snow Capital Equity Income Instl SDPIX 0.42 2.95 3.92 9.64 12.55 8.46
Sound Mind Investing SMIFX 1.09 11.93 1.64 17.78 12.20 9.04
Stringer Growth A SRGAX 1.70 4.11 3.86 9.27 9.80 7.12
Stringer Growth C SRGCX 1.64 3.50 3.67 8.47 8.95 6.31
Stringer Growth Instl SRGIX 1.69 4.18 3.85 9.53 10.03 7.37
Schwab MarketTrack All Equity SWEGX 1.73 6.88 4.16 13.80 13.82 9.77
Principal SAM Strategic Growth C SWHCX 1.72 4.04 3.77 9.37 10.18 8.04
Thrivent Aggressive Allocation A TAAAX 1.82 8.18 4.22 14.30 13.25 9.95
Thrivent Aggressive Allocation S TAAIX 1.86 8.43 4.30 14.59 13.63 10.36
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX 0.98 5.17 2.93 10.87 11.08 8.54
Transamerica Asset Allocation Growth I TAGIX 1.42 3.89 2.81 8.94 11.34 9.02
Transamerica Asset Allocation Growth T1 TAGTX 1.47 3.80 2.79 8.81 --- ---
Transamerica Asset Allocation Growth Adv TAGVX 1.48 3.81 2.80 8.76 --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX 1.39 6.58 3.11 12.94 10.80 8.66
Transamerica Asset Alloc Long Hrzn R TALRX 1.31 6.35 2.96 12.57 --- ---
Franklin Mutual Beacon A TEBIX 0.83 3.28 4.87 7.07 10.79 8.26
Franklin Mutual Beacon C TEMEX 0.78 2.75 4.68 6.30 9.98 7.49
Franklin Mutual Shares C TEMTX 0.76 4.42 5.02 6.96 8.81 6.77
Franklin Mutual Shares A TESIX 0.81 4.97 5.20 7.79 9.62 7.56
Franklin Mutual Shares R TESRX 0.82 4.79 5.16 7.50 9.35 7.31
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX 0.98 5.39 3.01 11.30 11.51 8.97
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX 0.98 5.39 2.94 --- --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX 1.73 6.27 3.04 12.93 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX 1.73 6.27 3.04 13.02 13.47 10.21
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX 1.68 6.05 2.93 12.67 13.08 9.85
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX 1.73 6.19 2.97 12.83 13.30 10.06
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX 1.74 6.10 2.99 12.78 13.19 9.95
Voya Solution Aggressive R6 VYRMX 1.34 3.65 2.69 10.26 --- ---
InvestEd Aggressive WAGPX 1.64 5.88 3.91 11.60 --- ---
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