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Allocation--85%+ Equity: Total Returns

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Data through 1/16/2019. 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 1.82 4.86 -5.59 -8.07 10.44 4.87
Horizon Active Risk Assist® I ACRIX -0.22 2.15 -7.56 -9.18 --- ---
American Century One Choice VryAgrsv R AORVX 2.07 4.99 -6.16 -9.75 10.50 ---
American Century One Choice VryAgrsv Inv AOVIX 2.10 5.00 -6.06 -9.31 11.07 5.86
Yorktown Master Allocation A APIFX 2.60 4.73 -6.37 -10.95 7.45 1.92
Yorktown Master Allocation L APILX 2.49 4.73 -6.59 -11.67 6.72 1.30
Yorktown Master Allocation Institutional APMAX 2.59 4.74 -6.31 -10.75 7.81 2.33
Horizon Active Risk Assist® A ARAAX -0.25 2.10 -7.66 -9.44 7.11 ---
Horizon Active Risk Assist® Investor ARANX -0.25 2.10 -7.60 -9.31 7.21 ---
BMO Aggressive Allocation I BDSHX 2.04 4.79 -5.10 -7.42 11.44 ---
BMO Aggressive Allocation R6 BDSQX 2.04 4.79 -5.20 -7.42 11.59 ---
BMO Aggressive Allocation R3 BDSRX 1.95 4.79 -5.42 -8.02 10.83 ---
BMO Aggressive Allocation Y BDSYX 1.96 4.78 -5.28 -7.79 11.11 ---
Franklin Mutual Beacon Z BEGRX 1.53 3.56 -4.58 -8.33 10.97 5.27
Calvert Aggressive Allocation A CAAAX 2.12 4.42 -4.47 -6.77 10.57 5.68
Calvert Aggressive Allocation C CAACX 2.08 4.44 -4.57 -7.45 9.76 4.75
Calvert Aggressive Allocation I CAGIX 2.12 4.46 -4.34 -6.45 --- ---
CAN SLIM Select Growth CANGX 1.93 3.93 -5.94 -9.94 8.90 4.48
American Funds College 2036 529-A CCFAX 1.75 3.47 -3.92 --- --- ---
Crow Point Global Tactical Alloc Inv CGHAX 3.78 5.23 -2.61 -4.11 5.05 1.11
Crow Point Global Tactical Alloc Instl CGHIX 3.80 5.21 -2.55 -4.15 5.23 1.31
American Funds College 2036 529-F-1 CTAFX 1.67 3.47 -3.88 --- --- ---
American Funds College 2036 529-C CTDCX 1.63 3.37 -4.16 --- --- ---
American Funds College 2036 529-E CTKEX 1.72 3.47 -3.95 --- --- ---
Meeder Dynamic Allocation Adviser DYGAX 1.77 4.79 -5.85 -7.92 --- ---
Meeder Dynamic Allocation Institutional DYGIX 1.74 4.68 -5.79 -7.79 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX 1.43 4.63 -6.06 -4.80 11.07 6.42
MFS Aggressive Growth Allocation 529A EAGTX 1.76 4.62 -4.87 -5.60 11.77 5.86
MFS Aggressive Growth Allocation 529B EBAAX 1.72 4.60 -5.07 -6.30 10.92 5.05
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX 1.40 4.61 -6.26 -5.50 10.22 5.61
MFS Aggressive Growth Allocation 529C ECAAX 1.66 4.56 -5.08 -6.32 10.92 5.06
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX 1.34 4.57 -6.27 -5.50 10.22 5.61
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX 1.46 4.64 -5.98 -4.54 11.36 ---
EValuator Aggressive RMS Service EVAGX 1.57 4.61 -6.09 -10.59 --- ---
EValuator Aggressive RMS R4 EVFGX 1.47 4.49 -6.19 -10.83 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX 1.22 4.41 -5.16 -5.94 11.04 4.99
Franklin Corefolio Allocation Advisor FCAZX 1.68 5.24 -6.50 -6.20 11.80 5.98
Meeder Dynamic Allocation Retail FLDGX 1.71 4.70 -5.92 -8.17 10.30 5.91
Franklin Mutual Beacon R6 FMBRX 1.60 3.64 -4.51 -8.27 11.05 5.36
Franklin Mutual Shares R6 FMSHX 1.38 4.58 -5.25 -8.05 8.89 4.47
Franklin Corefolio Allocation C FTCLX 1.63 5.20 -6.72 -7.12 10.70 4.94
Franklin Corefolio Allocation A FTCOX 1.69 5.25 -6.56 -6.45 11.54 5.71
Franklin Corefolio Allocation R6 FTLQX 1.70 5.25 -6.52 -6.13 --- ---
FundX Upgrader FUNDX 0.61 3.92 -7.02 -4.80 10.14 5.56
Nationwide Inv Dest Agrsv R GAFRX 1.73 4.87 -5.40 -9.35 10.29 4.48
Nationwide Inv Dest Agrsv R6 GAIDX 1.74 4.79 -5.33 -8.89 10.99 5.15
Leland Real Asset Opportunities A GHTAX 0.00 8.03 -7.55 -11.18 8.57 -1.82
Leland Real Asset Opportunities C GHTCX -0.13 8.05 -7.64 -11.89 7.76 -2.56
Leland Real Asset Opportunities I GHTIX 0.00 8.05 -7.52 -11.03 8.84 -1.57
Goldman Sachs Tax-Advntgd Gbl Eq P GSKPX 1.77 4.93 -5.96 --- --- ---
Hotchkis & Wiley Value Opps A HWAAX 4.92 8.90 -6.64 -7.64 12.99 6.48
Hotchkis & Wiley Value Opps C HWACX 4.83 8.84 -6.84 -8.33 12.13 5.68
Hotchkis & Wiley Value Opps Instl HWAIX 4.93 8.93 -6.61 -7.40 13.26 6.75
Transamerica Asset Allocation Growth A IAAAX 2.41 5.15 -5.79 -10.56 9.52 4.96
Transamerica Asset Allocation Growth B IAABX 2.31 5.07 -6.06 -11.45 8.51 4.05
Transamerica Asset Allocation Growth C IAALX 2.36 5.10 -5.98 -11.31 8.67 4.19
Voya Solution Aggressive A IAVAX 2.29 4.97 -4.97 -10.02 9.92 4.82
Voya Solution Aggressive I IAVIX 2.33 4.94 -4.94 -9.58 10.45 5.50
Voya Solution Aggressive S IAVSX 2.27 4.91 -5.00 -9.83 10.15 5.07
Voya Solution Aggressive S2 IAVTX 2.30 4.99 -4.99 -9.91 9.98 4.89
ICON Equity Income A IEQAX 3.14 6.13 -3.88 -7.24 10.66 6.28
Transamerica Asset Allocation Growth R IGWRX 2.37 5.19 -5.84 -10.83 9.18 4.64
ICON Equity Income C IOECX 3.09 6.13 -4.03 -7.90 9.85 5.49
ICON Equity Income S IOEZX 3.14 6.19 -3.80 -6.97 10.94 6.55
JHancock Multimanager Lifestyle Agrsv A JALAX 2.13 5.04 -5.32 -9.29 10.93 4.85
JHancock Multimanager Lifestyle Agrsv B JBLAX 2.11 5.02 -5.43 -9.88 10.15 4.09
JHancock Multimanager Lifestyle Agrsv C JCLAX 2.04 5.02 -5.48 -9.93 10.14 4.10
PGIM Growth Allocation A JDAAX 2.60 5.42 -5.16 -9.41 10.04 4.43
PGIM Growth Allocation B JDGBX 2.57 5.42 -5.32 -10.06 9.23 3.65
PGIM Growth Allocation C JDGCX 2.57 5.41 -5.32 -10.05 9.24 3.66
PGIM Growth Allocation R6 JDGQX 2.63 5.40 -5.08 -9.19 --- ---
PGIM Growth Allocation Z JDGZX 2.64 5.47 -5.07 -9.13 10.32 4.68
JPMorgan Investor Growth R6 JFTUX 2.58 4.94 -4.86 -7.70 --- ---
PGIM Growth Allocation R JGARX 2.61 5.48 -5.17 -9.60 9.79 4.17
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX 1.72 4.73 -5.23 -8.36 11.84 6.09
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX 1.78 4.73 -5.17 -8.23 11.92 6.13
JHancock Multimanager Lifestyle Agrsv 1 JILAX 2.16 5.07 -5.24 -8.95 11.32 5.23
JHancock Multimanager Lifestyle Agrsv R1 JPLAX 2.13 5.11 -5.39 -9.57 10.56 4.44
JHancock Multimanager Lifestyle Agrsv R2 JQLAX 2.10 5.00 -5.34 -9.44 10.79 4.73
JHancock Multimanager Lifestyle Agrsv R3 JRLAX 2.12 5.05 -5.36 -9.50 10.66 4.53
JHancock Multimanager Lifestyle Agrsv R4 JSLAX 2.18 5.07 -5.23 -9.16 11.10 4.94
JHancock Multimanager Lifestyle Agrsv I JTAIX 2.22 5.14 -5.24 -9.00 11.28 ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX 2.14 5.06 -5.24 -9.00 11.31 5.17
JHancock Multimanager Lifestyle Agrsv R6 JULAX 2.20 5.06 -5.19 -8.96 11.40 5.29
Ladenburg Aggressive Growth I LAGIX 1.61 4.88 -5.38 -7.85 10.72 ---
QS Growth I LANIX 2.41 4.60 -4.26 -7.77 9.56 4.17
Ladenburg Aggressive Growth A LAWAX 1.45 4.81 -5.52 -8.10 10.98 ---
Ladenburg Aggressive Growth C LAWCX 1.46 4.74 -5.70 -8.77 9.76 ---
QS Growth R LLLRX 2.33 4.53 -4.44 -8.38 8.91 ---
MFS Aggressive Growth Allocation R1 MAAFX 1.70 4.56 -5.08 -6.28 10.98 5.11
MFS Aggressive Growth Allocation A MAAGX 1.74 4.63 -4.89 -5.57 11.81 5.90
MFS Aggressive Growth Allocation R3 MAAHX 1.74 4.57 -4.90 -5.58 11.80 5.88
MFS Aggressive Growth Allocation R4 MAALX 1.79 4.62 -4.82 -5.33 12.08 6.16
MFS Aggressive Growth Allocation R2 MAWAX 1.70 4.58 -4.98 -5.84 11.51 5.62
MFS Aggressive Growth Allocation B MBAGX 1.67 4.59 -5.08 -6.25 10.97 5.10
MFS Aggressive Growth Allocation C MCAGX 1.67 4.59 -5.06 -6.28 10.97 5.10
MainStay Growth Allocation A MGXAX 2.39 5.30 -7.02 -12.49 9.28 3.72
MainStay Growth Allocation B MGXBX 2.34 5.27 -7.23 -13.31 8.29 2.80
MainStay Growth Allocation C MGXCX 2.33 5.26 -7.22 -13.35 8.28 2.79
MainStay Growth Allocation I MGXIX 2.44 5.29 -6.94 -12.28 9.55 4.00
MainStay Growth Allocation Inv MGXNX 2.41 5.30 -7.08 -12.65 9.08 3.56
MainStay Growth Allocation R3 MGXRX 2.36 5.24 -7.17 -12.86 --- ---
MH Elite Fund of Funds MHEFX 0.71 4.31 -6.60 -7.68 10.66 5.08
MH Elite Small Cap Fund of Funds MHELX 0.84 4.80 -9.65 -8.58 10.72 2.68
MFS Aggressive Growth Allocation I MIAGX 1.76 4.61 -4.84 -5.35 12.07 6.15
Manning & Napier Pro-Blend Max Term R2 MNHCX 1.13 4.28 -5.38 -6.71 10.19 4.19
Manning & Napier Pro-Blend Max Term I MNHIX 1.16 4.33 -5.12 -5.77 11.28 5.23
Manning & Napier Pro-Blend Max Term R MNHRX 1.21 4.38 -5.23 -6.15 10.78 4.73
Meritage Yield-Focus Equity Investor MPYEX 2.62 5.51 -3.50 -3.61 10.10 3.73
Meritage Yield-Focus Equity Instl MPYIX 2.62 5.47 -3.47 -3.39 10.21 3.92
MassMutual RetireSMART Growth Admin MRGLX 1.86 4.86 -4.58 -7.72 10.84 4.48
MassMutual RetireSMART Gr I MRGUX 1.84 4.76 -4.58 -7.50 11.18 ---
MassMutual RetireSMART Gr R3 MRGVX 1.79 4.81 -4.73 -8.14 10.40 ---
MassMutual RetireSMART Growth Svc MRGYX 1.78 4.75 -4.64 -7.70 10.91 4.57
MassMutual RetireSMART Gr R4 MRGZX 1.81 4.80 -4.68 -7.86 10.68 ---
MassMutual RetireSMART Growth A MRRAX 1.86 4.75 -4.68 -7.98 10.55 4.20
MassMutual RetireSMART Growth R5 MRRSX 1.89 4.87 -4.54 -7.53 11.08 4.68
Franklin Mutual Shares Z MUTHX 1.37 4.58 -5.26 -8.12 8.78 4.36
Great-West Aggressive Profile Inv MXAPX 2.04 5.05 -5.61 -8.92 11.37 6.24
Great-West Aggressive Profile L MXEPX 2.03 5.07 -5.64 -9.13 11.05 5.97
Great-West Aggressive Profile Instl MXGTX 2.10 5.15 -5.53 -8.56 11.74 ---
Nationwide Inv Dest Agrsv A NDAAX 1.77 4.87 -5.31 -9.16 10.62 4.77
Nationwide Inv Dest Agrsv C NDACX 1.61 4.69 -5.62 -9.90 9.81 4.00
Nationwide Inv Dest Agrsv Svc NDASX 1.74 4.73 -5.41 -9.20 10.54 4.73
Nationwide Inv Dest Agrsv Instl Svc NWWHX 1.85 4.86 -5.22 -8.91 10.89 ---
JPMorgan Investor Growth C OGGCX 2.52 4.89 -5.10 -8.58 10.50 5.67
JPMorgan Investor Growth A ONGAX 2.53 4.94 -4.97 -8.08 11.13 6.25
JPMorgan Investor Growth I ONIFX 2.54 4.94 -4.94 -7.82 11.39 6.52
Oak Ridge Multi Strategy A ORILX 2.06 5.35 -7.99 -6.53 10.19 6.98
Oak Ridge Multi Strategy C ORLCX 2.04 5.31 -8.06 -7.08 9.33 6.09
Pacific Funds Port Optim Agrsv-Gr C POCEX 1.85 4.76 -5.50 -9.14 9.66 3.99
Pacific Funds Port Optim Agrsv-Gr A POEAX 1.90 4.76 -5.29 -8.42 10.41 4.76
Pacific Funds Port Optim Agrsv-Gr B POEBX 1.80 4.66 -5.53 -9.16 9.64 3.99
Pacific Funds Port Optim Agrsv-Gr Adv POEDX 1.88 4.75 -5.27 -8.25 10.67 5.01
Pacific Funds Port Optim Agrsv-Gr R POERX 1.87 4.72 -5.38 -8.74 10.14 4.49
Oak Ridge Multi Strategy I PORYX 2.42 5.48 -7.63 -5.91 10.47 7.18
Principal SAM Strategic Growth R5 PSGFX 1.82 4.56 -4.04 -7.68 10.19 5.42
Principal SAM Strategic Growth R1 PSGGX 1.76 4.53 -4.17 -8.27 9.50 4.76
Principal SAM Strategic Growth R4 PSGLX 1.83 4.61 -4.03 -7.79 10.05 5.30
Principal SAM Strategic Growth R3 PSGPX 1.80 4.58 -4.09 -7.97 9.85 5.10
Principal SAM Strategic Growth R2 PSGVX 1.80 4.57 -4.14 -8.11 9.65 4.91
PIMCO StocksPLUS® Long Duration Instl PSLDX 1.92 4.26 -4.45 -8.88 17.18 13.84
Principal SAM Strategic Growth Inst PSWIX 1.82 4.58 -3.98 -7.46 10.46 5.68
Principal SAM Strategic Growth J PSWJX 1.79 4.57 -4.03 -7.63 10.25 5.45
Principal SAM Strategic Growth A SACAX 1.82 4.58 -4.06 -7.76 10.09 5.32
QS Growth A SCHAX 2.34 4.57 -4.37 -8.04 9.23 3.87
QS Growth C SCHCX 2.27 4.53 -4.54 -8.70 8.47 3.16
Sound Mind Investing SMIFX -1.12 2.73 -10.66 -10.30 9.04 3.39
Stringer Growth A SRGAX 0.38 3.48 -6.10 -10.19 7.81 3.38
Stringer Growth C SRGCX 0.28 3.40 -6.28 -10.89 6.97 2.61
Stringer Growth Instl SRGIX 0.39 3.48 -6.07 -9.93 8.05 3.64
Schwab MarketTrack All Equity SWEGX 2.01 5.25 -6.33 -8.21 12.47 5.69
Principal SAM Strategic Growth C SWHCX 1.72 4.54 -4.25 -8.45 9.25 4.53
Thrivent Aggressive Allocation A TAAAX 2.15 4.82 -5.44 -5.97 12.39 6.21
Thrivent Aggressive Allocation S TAAIX 2.13 4.85 -5.38 -5.73 12.72 6.59
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX 1.74 4.90 -6.10 -9.05 9.80 4.66
Transamerica Asset Allocation Growth I TAGIX 2.35 5.16 -5.77 -10.42 9.76 5.23
Transamerica Asset Allocation Growth T1 TAGTX 2.41 5.21 -5.81 -10.49 --- ---
Transamerica Asset Allocation Growth Adv TAGVX 2.41 5.13 -5.81 -10.45 --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX 2.25 5.19 -5.87 -7.97 9.94 4.97
Transamerica Asset Alloc Long Hrzn R TALRX 2.28 5.19 -5.94 -8.21 --- ---
Franklin Mutual Beacon A TEBIX 1.54 3.60 -4.64 -8.53 10.70 4.99
Franklin Mutual Beacon C TEMEX 1.48 3.51 -4.85 -9.32 9.84 4.20
Franklin Mutual Shares C TEMTX 1.26 4.55 -5.52 -9.05 7.68 3.32
Franklin Mutual Shares A TESIX 1.34 4.58 -5.30 -8.34 8.52 4.09
Franklin Mutual Shares R TESRX 1.32 4.56 -5.40 -8.58 8.24 3.84
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX 1.79 4.94 -5.95 -8.68 10.27 5.09
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX 1.82 4.93 -5.92 -8.66 --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX 2.36 5.44 -7.06 -10.18 11.77 ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX 2.36 5.44 -7.07 -10.13 11.80 5.77
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX 2.37 5.53 -7.12 -10.35 11.45 5.45
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX 2.35 5.50 -7.09 -10.25 11.67 5.65
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX 2.37 5.45 -7.12 -10.34 11.51 5.52
Voya Solution Aggressive R6 VYRMX 2.33 4.94 -4.94 -9.58 --- ---
InvestEd Aggressive WAGPX 1.68 4.08 -4.52 -6.88 --- ---
Wells Fargo WealthBuilder Equity C WEACX 1.34 3.96 -6.42 -10.19 10.62 4.50
Wells Fargo WealthBuilder Equity A WEAFX 1.41 4.01 -6.25 -9.52 --- ---
Wells Fargo WealthBuilder Equity Instl WEAYX 1.47 4.07 -6.13 --- --- ---
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