Allocation--85%+ Equity: Total Returns

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Data through 5/25/2017. 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 1.48 9.20 3.70 16.47 6.13 11.60
Horizon Active Risk Assist® I ACRIX 1.86 9.85 4.41 --- --- ---
American Century One Choice VryAgrsv R AORVX 1.31 10.23 4.35 16.46 --- ---
American Century One Choice VryAgrsv Inv AOVIX 1.31 10.43 4.48 17.04 7.26 12.06
Horizon Active Risk Assist® A ARAAX 1.77 9.64 4.26 14.56 --- ---
Horizon Active Risk Assist® Investor ARANX 1.77 9.63 4.26 14.59 --- ---
BMO Aggressive Allocation I BDSHX 1.46 10.17 3.94 17.06 --- ---
BMO Aggressive Allocation R6 BDSQX 1.56 10.28 4.05 17.39 --- ---
BMO Aggressive Allocation R3 BDSRX 1.46 9.93 3.84 16.49 --- ---
BMO Aggressive Allocation Y BDSYX 1.46 10.03 3.94 16.74 --- ---
Franklin Mutual Beacon Z BEGRX 1.28 8.82 2.65 21.10 7.36 13.52
Calvert Aggressive Allocation A CAAAX 1.79 9.45 4.60 16.30 7.01 11.91
Calvert Aggressive Allocation C CAACX 1.76 9.13 4.36 15.44 5.99 10.75
Calvert Aggressive Allocation I CAGIX 1.84 9.61 4.70 16.70 --- ---
Calvert Aggressive Allocation Y CAIYX 1.84 9.60 4.70 16.73 --- ---
CAN SLIM Select Growth CANGX 0.80 7.34 2.22 14.14 5.76 11.15
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX 1.13 7.34 2.35 14.15 6.82 12.40
MFS Aggressive Growth Allocation 529A EAGTX 2.80 11.57 5.91 15.75 6.63 11.88
MFS Aggressive Growth Allocation 529B EBAAX 2.71 11.20 5.67 14.87 5.81 11.03
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX 1.09 7.04 2.14 13.29 6.04 11.56
MFS Aggressive Growth Allocation 529C ECAAX 2.74 11.23 5.69 14.90 5.83 11.05
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX 1.04 7.00 2.17 13.27 6.04 11.55
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX 1.14 7.48 2.41 14.46 --- ---
EValuator Aggressive RMS Service EVAGX 0.70 7.32 2.70 --- --- ---
EValuator Aggressive RMS R4 EVFGX 0.70 7.21 2.60 --- --- ---
Manning & Napier Pro-Blend Max Term S EXHAX 2.55 13.56 5.50 13.46 4.21 11.08
Franklin Corefolio Allocation Advisor FCAZX 2.31 11.30 4.45 19.53 7.18 13.16
Franklin Mutual Beacon R6 FMBRX 1.22 8.82 2.65 21.20 7.44 ---
Franklin Mutual Shares R6 FMSHX 0.37 5.14 0.51 18.07 6.38 ---
Franklin Corefolio Allocation C FTCLX 2.19 10.80 4.13 18.29 6.09 12.03
Franklin Corefolio Allocation A FTCOX 2.27 11.14 4.41 19.21 6.89 12.87
FundX Upgrader FUNDX 0.63 4.89 1.28 12.95 6.06 11.17
Nationwide Inv Dest Agrsv R GAFRX 1.27 8.45 3.69 16.55 5.66 11.30
Nationwide Inv Dest Agrsv R6 GAIDX 1.32 8.75 3.82 17.30 6.34 12.04
Transamerica Asset Allocation Growth A IAAAX 1.65 9.76 4.27 16.94 7.51 11.84
Transamerica Asset Allocation Growth B IAABX 1.54 9.37 4.05 15.92 6.61 10.95
Transamerica Asset Allocation Growth C IAALX 1.56 9.44 4.04 16.01 6.71 11.03
Voya Solution Aggressive A IAVAX 1.63 9.97 4.01 16.40 6.24 ---
Voya Solution Aggressive I IAVIX 1.60 10.12 4.09 16.95 6.74 ---
Voya Solution Aggressive S IAVSX 1.61 10.05 4.14 16.67 6.51 ---
Voya Solution Aggressive S2 IAVTX 1.63 9.98 4.10 16.50 6.36 ---
ICON Equity Income A IEQAX 0.35 5.56 0.89 16.78 8.22 12.43
Transamerica Asset Allocation Growth R IGWRX 1.60 9.62 4.16 16.49 7.17 11.52
ICON Equity Income C IOECX 0.29 5.32 0.76 15.90 7.42 11.61
ICON Equity Income S IOEZX 0.35 5.72 0.99 17.04 8.51 12.73
JHancock Multimanager Lifestyle Agrsv A JALAX 2.13 10.87 4.88 17.82 6.01 11.31
JHancock Multimanager Lifestyle Agrsv B JBLAX 2.13 10.64 4.75 16.97 5.27 10.48
JHancock Multimanager Lifestyle Agrsv C JCLAX 2.06 10.64 4.75 16.96 5.27 10.52
Prudential Growth Allocation A JDAAX 1.13 8.47 3.65 15.88 5.24 10.43
Prudential Growth Allocation B JDGBX 1.11 8.21 3.48 15.04 4.46 9.61
Prudential Growth Allocation C JDGCX 1.11 8.20 3.48 15.02 4.48 9.61
Prudential Growth Allocation Z JDGZX 1.17 8.63 3.73 16.16 5.50 10.69
Prudential Growth Allocation R JGARX 1.14 8.40 3.68 15.66 5.00 10.16
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX 1.53 9.44 3.65 18.17 7.21 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX 1.53 9.44 3.65 18.20 7.22 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX 2.13 11.06 4.97 18.24 6.42 11.73
JHancock Multimanager Lifestyle Agrsv R1 JPLAX 2.13 10.79 4.81 17.41 5.61 10.85
JHancock Multimanager Lifestyle Agrsv R2 JQLAX 2.14 10.86 4.91 17.66 5.90 11.19
JHancock Multimanager Lifestyle Agrsv R3 JRLAX 2.13 10.83 4.83 17.50 5.69 10.94
JHancock Multimanager Lifestyle Agrsv R4 JSLAX 2.13 10.98 4.97 17.98 6.11 11.37
JHancock Multimanager Lifestyle Agrsv I JTAIX 2.13 11.04 4.96 18.14 --- ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX 2.13 11.04 4.96 18.18 6.35 11.63
JHancock Multimanager Lifestyle Agrsv R6 JULAX 2.19 11.11 5.03 18.43 6.49 11.80
Ladenburg Aggressive Growth I LAGIX 1.13 8.27 2.73 15.23 --- ---
QS Growth I LANIX 0.35 7.03 2.22 15.00 5.02 10.76
Ladenburg Aggressive Growth A LAWAX 1.11 8.15 2.61 16.47 --- ---
Ladenburg Aggressive Growth C LAWCX 1.05 7.75 2.40 14.37 --- ---
QS Growth R LLLRX 0.35 6.79 2.04 14.38 --- ---
MFS Aggressive Growth Allocation R1 MAAFX 2.74 11.29 5.69 14.95 5.87 11.09
MFS Aggressive Growth Allocation A MAAGX 2.78 11.61 5.87 15.79 6.67 11.92
MFS Aggressive Growth Allocation R3 MAAHX 2.75 11.54 5.87 15.74 6.65 11.91
MFS Aggressive Growth Allocation R4 MAALX 2.82 11.73 5.95 16.10 6.94 12.22
MFS Aggressive Growth Allocation R2 MAWAX 2.74 11.47 5.79 15.49 6.38 11.64
MFS Aggressive Growth Allocation B MBAGX 2.72 11.23 5.65 14.91 5.87 11.09
MFS Aggressive Growth Allocation C MCAGX 2.75 11.23 5.71 14.95 5.88 11.10
Marsico Flexible Capital MFCFX 0.88 9.05 2.47 9.31 5.21 11.28
MainStay Growth Allocation A MGXAX 1.02 8.65 2.66 16.50 5.28 11.83
MainStay Growth Allocation B MGXBX 0.92 8.29 2.39 15.47 4.33 10.85
MainStay Growth Allocation C MGXCX 0.92 8.28 2.39 15.44 4.35 10.85
MainStay Growth Allocation I MGXIX 1.07 8.81 2.75 16.82 5.58 12.13
MainStay Growth Allocation Inv MGXNX 1.02 8.59 2.60 16.38 5.13 11.67
MainStay Growth Allocation R3 MGXRX 1.02 8.52 2.60 16.11 --- ---
MH Elite Fund of Funds MHEFX 1.46 8.95 2.96 16.71 6.13 11.48
MH Elite Small Cap Fund of Funds MHELX -0.85 2.93 0.00 17.56 4.68 11.12
MFS Aggressive Growth Allocation I MIAGX 2.83 11.69 5.92 16.06 6.94 12.19
Manning & Napier Pro-Blend Max Term R2 MNHCX 2.50 13.20 5.32 12.61 3.43 10.25
Manning & Napier Pro-Blend Max Term I MNHIX 2.61 13.65 5.57 13.76 4.47 11.34
Manning & Napier Pro-Blend Max Term R MNHRX 2.58 13.51 5.46 13.28 3.96 10.81
MassMutual RetireSMART Growth Admin MRGLX 1.66 9.42 4.15 15.96 4.88 10.70
MassMutual RetireSMART Gr I MRGUX 1.66 9.53 4.25 16.36 5.19 ---
MassMutual RetireSMART Gr R3 MRGVX 1.68 9.20 4.10 15.58 4.46 ---
MassMutual RetireSMART Growth Svc MRGYX 1.66 9.41 4.25 16.09 4.99 10.81
MassMutual RetireSMART Gr R4 MRGZX 1.67 9.29 4.09 15.85 4.71 ---
MassMutual RetireSMART Growth A MRRAX 1.66 9.22 4.06 15.69 4.62 10.42
MassMutual RetireSMART Growth R5 MRRSX 1.66 9.42 4.25 16.22 5.11 10.88
Franklin Mutual Shares Z MUTHX 0.34 5.10 0.51 17.94 6.26 12.58
Great-West Aggressive Profile II Inv MXAPX 1.72 9.24 4.11 17.93 8.18 13.70
Great-West Aggressive Profile II L MXEPX 1.64 9.15 4.11 17.46 7.90 13.42
Great-West Aggressive Profile II Instl MXGTX 1.71 9.39 4.21 18.13 --- ---
Great-West Aggressive Profile I Inv MXPPX 1.65 9.21 4.13 17.67 7.99 13.52
Nationwide Inv Dest Agrsv A NDAAX 1.34 8.66 3.78 16.86 5.98 11.66
Nationwide Inv Dest Agrsv C NDACX 1.18 8.33 3.63 16.00 5.20 10.86
Nationwide Inv Dest Agrsv Svc NDASX 1.33 8.63 3.76 16.90 5.94 11.59
Nationwide Inv Dest Agrsv Instl Svc NWWHX 1.33 8.71 3.83 17.15 6.24 ---
JPMorgan Investor Growth C OGGCX 1.59 9.23 3.79 16.91 7.09 11.79
JPMorgan Investor Growth A ONGAX 1.55 9.45 3.86 17.57 7.64 12.37
JPMorgan Investor Growth I ONIFX 1.62 9.60 3.95 17.91 7.93 12.69
Pacific Funds Port Optim Agrsv-Gr C POCEX 1.60 8.46 3.52 15.88 5.31 9.30
Pacific Funds Port Optim Agrsv-Gr A POEAX 1.62 8.82 3.69 16.72 6.08 9.94
Pacific Funds Port Optim Agrsv-Gr B POEBX 1.53 8.45 3.51 15.86 5.30 9.29
Pacific Funds Port Optim Agrsv-Gr Adv POEDX 1.68 8.87 3.75 17.06 6.35 ---
Pacific Funds Port Optim Agrsv-Gr R POERX 1.57 8.66 3.59 16.39 5.82 9.70
Principal SAM Strategic Growth R5 PSGFX 1.32 9.53 3.56 14.61 6.26 11.60
Principal SAM Strategic Growth R1 PSGGX 1.22 9.22 3.36 13.89 5.61 10.90
Principal SAM Strategic Growth P PSGHX 1.31 9.59 3.59 14.71 --- ---
Principal SAM Strategic Growth R4 PSGLX 1.26 9.44 3.49 14.46 6.14 11.46
Principal SAM Strategic Growth R3 PSGPX 1.27 9.38 3.46 14.25 5.93 11.25
Principal SAM Strategic Growth R2 PSGVX 1.27 9.30 3.46 14.06 5.75 11.04
PIMCO StocksPLUS® Long Duration Instl PSLDX 3.08 13.74 4.62 22.81 15.93 19.59
Principal SAM Strategic Growth Inst PSWIX 1.31 9.63 3.64 14.94 6.53 11.89
Principal SAM Strategic Growth J PSWJX 1.27 9.55 3.57 14.68 6.26 11.56
Rockefeller Equity Allocation Instl ROCKX 3.12 13.51 7.90 18.29 --- ---
Principal SAM Strategic Growth A SACAX 1.28 9.46 3.51 14.49 6.15 11.47
QS Growth A SCHAX 0.35 6.88 2.15 14.63 4.71 10.41
QS Growth C SCHCX 0.31 6.56 1.97 13.90 4.00 9.69
Stringer Growth A SRGAX 1.38 8.24 3.83 12.85 4.69 ---
Stringer Growth C SRGCX 1.31 7.94 3.60 12.06 3.92 ---
Stringer Growth Instl SRGIX 1.46 8.40 3.90 13.22 4.97 ---
Schwab MarketTrack All Equity SWEGX 0.75 7.65 2.77 18.84 7.06 12.91
Principal SAM Strategic Growth C SWHCX 1.23 9.15 3.30 13.66 5.35 10.63
Thrivent Aggressive Allocation A TAAAX 1.50 9.76 4.25 18.74 7.39 11.91
Thrivent Aggressive Allocation S TAAIX 1.55 9.90 4.36 19.22 7.83 12.37
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX 0.98 8.24 3.29 16.45 5.42 12.09
Transamerica Asset Allocation Growth I TAGIX 1.65 9.93 4.34 17.19 7.80 12.16
Transamerica Asset Allocation Growth T1 TAGTX 1.65 --- --- --- --- ---
Transamerica Asset Allocation Growth Adv TAGVX 1.65 --- --- --- --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX --- --- --- --- --- ---
Transamerica Asset Alloc Long Hrzn R TALRX --- --- --- --- --- ---
Franklin Mutual Beacon A TEBIX 1.23 8.70 2.61 20.85 7.07 13.21
Franklin Mutual Beacon C TEMEX 1.18 8.37 2.38 19.88 6.28 12.39
Franklin Mutual Shares C TEMTX 0.28 4.66 0.24 16.74 5.20 11.46
Franklin Mutual Shares A TESIX 0.31 4.97 0.41 17.62 5.97 12.26
Franklin Mutual Shares R TESRX 0.31 4.89 0.38 17.33 5.73 12.02
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX 0.98 8.45 3.38 16.89 5.85 12.54
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX 2.00 11.66 5.51 19.00 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX 2.00 11.66 5.51 18.93 7.67 13.28
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX 2.00 11.62 5.46 18.55 7.33 12.93
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX 1.99 11.63 5.49 18.79 7.55 13.14
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX 1.93 11.53 5.45 18.63 7.38 12.99
Voya Solution Aggressive R6 VYRMX 1.68 10.12 4.09 16.85 --- ---
Wells Fargo WealthBuilder Equity C WEACX 2.14 10.80 5.25 18.14 6.19 10.24
Wells Fargo WealthBuilder Equity A WEAFX 2.28 --- 5.44 --- --- ---
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