Allocation--85%+ Equity: Total Returns

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Data through 2/16/2018. 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 -1.94 1.46 4.68 14.73 7.43 10.49
Horizon Active Risk Assist® I ACRIX 0.48 4.70 7.09 18.08 --- ---
Meeder Aggressive Allocation Adviser AGHAX -2.41 0.86 3.85 10.15 --- ---
Meeder Aggressive Allocation Instl AGHIX -2.31 0.86 3.94 10.34 --- ---
American Century One Choice VryAgrsv R AORVX -1.31 2.78 5.70 18.84 --- ---
American Century One Choice VryAgrsv Inv AOVIX -1.26 2.90 5.89 19.52 9.10 11.54
Yorktown Master Allocation A APIFX -2.20 0.89 4.09 12.62 5.19 7.56
Yorktown Master Allocation L APILX -2.30 0.77 3.85 11.75 4.57 6.96
Yorktown Master Allocation Institutional APMAX -2.22 0.90 4.12 12.88 5.62 ---
Horizon Active Risk Assist® A ARAAX 0.48 4.71 7.02 17.75 --- ---
Horizon Active Risk Assist® Investor ARANX 0.48 4.71 7.08 17.86 5.80 ---
BMO Aggressive Allocation I BDSHX -1.73 1.90 5.30 17.94 8.39 ---
BMO Aggressive Allocation R6 BDSQX -1.73 2.01 5.43 18.19 8.55 ---
BMO Aggressive Allocation R3 BDSRX -1.73 1.90 5.30 17.48 7.89 ---
BMO Aggressive Allocation Y BDSYX -1.73 1.90 5.29 17.68 8.13 ---
Franklin Mutual Beacon Z BEGRX -2.15 1.44 5.91 10.01 7.42 10.68
Calvert Aggressive Allocation A CAAAX -1.15 2.14 5.20 17.70 8.59 10.90
Calvert Aggressive Allocation C CAACX -1.23 2.02 5.05 16.80 7.65 9.84
Calvert Aggressive Allocation I CAGIX -1.15 2.18 5.33 18.10 --- ---
CAN SLIM Select Growth CANGX -1.23 1.76 5.82 16.63 7.97 10.39
Meeder Dynamic Allocation Adviser DYGAX -1.68 2.39 5.62 18.37 --- ---
Meeder Dynamic Allocation Institutional DYGIX -1.68 2.49 5.67 18.65 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX -1.58 1.89 5.59 16.45 8.82 11.54
MFS® Aggressive Growth Allocation 529A EAGTX -1.14 1.87 4.98 19.22 9.24 10.56
MFS® Aggressive Growth Allocation 529B EBAAX -1.21 1.77 4.77 18.31 8.41 9.71
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX -1.62 1.78 5.42 15.55 8.01 10.70
MFS® Aggressive Growth Allocation 529C ECAAX -1.22 1.75 4.76 18.31 8.42 9.72
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX -1.60 1.81 5.40 15.60 8.00 10.71
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX -1.54 1.94 5.69 16.76 --- ---
EValuator Aggressive RMS Service EVAGX -1.49 2.49 5.63 17.99 --- ---
EValuator Aggressive RMS R4 EVFGX -1.57 2.31 5.43 17.35 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX -1.62 2.26 5.60 18.60 7.31 9.39
Franklin Corefolio Allocation Advisor FCAZX -1.02 3.45 6.28 17.28 8.91 12.03
Meeder Aggressive Allocation Retail FLAGX -2.41 0.77 3.64 9.74 4.73 10.29
Meeder Dynamic Allocation Retail FLDGX -1.68 2.40 5.66 18.15 7.41 12.02
Franklin Mutual Beacon R6 FMBRX -2.21 1.45 5.93 10.03 7.49 ---
Franklin Mutual Shares R6 FMSHX -2.50 1.05 4.59 5.41 5.97 ---
Franklin Corefolio Allocation C FTCLX -1.13 3.29 5.98 16.09 7.82 10.92
Franklin Corefolio Allocation A FTCOX -1.07 3.40 6.19 16.95 8.63 11.74
Franklin Corefolio Allocation R6 FTLQX -1.02 3.45 6.31 --- --- ---
FundX Upgrader FUNDX -0.35 4.74 7.00 16.38 7.57 11.21
Nationwide Inv Dest Agrsv R GAFRX -1.94 1.61 4.58 16.21 8.06 9.94
Nationwide Inv Dest Agrsv R6 GAIDX -1.87 1.74 4.89 17.02 8.76 10.67
Leland Real Asset Opportunities A GHTAX -7.14 -7.14 -5.66 -7.13 0.00 ---
Leland Real Asset Opportunities C GHTCX -7.16 -7.16 -5.74 -7.69 -0.75 ---
Leland Real Asset Opportunities I GHTIX -7.15 -7.05 -5.59 -6.83 0.25 ---
Transamerica Asset Allocation Growth A IAAAX -1.96 2.04 5.60 16.70 8.78 10.98
Transamerica Asset Allocation Growth B IAABX -2.04 1.92 5.35 15.70 7.84 10.07
Transamerica Asset Allocation Growth C IAALX -2.08 1.90 5.34 15.84 7.96 10.18
Voya Solution Aggressive A IAVAX -1.92 1.62 5.11 17.27 8.02 ---
Voya Solution Aggressive I IAVIX -1.88 1.66 5.23 17.89 8.52 ---
Voya Solution Aggressive S IAVSX -1.90 1.68 5.14 17.59 8.27 ---
Voya Solution Aggressive S2 IAVTX -1.86 1.70 5.20 17.45 8.12 ---
ICON Equity Income A IEQAX -2.43 0.17 2.42 9.09 7.74 10.43
Transamerica Asset Allocation Growth R IGWRX -1.98 1.99 5.52 16.41 8.44 10.67
ICON Equity Income C IOECX -2.51 0.00 2.15 8.22 6.91 9.61
ICON Equity Income S IOEZX -2.37 0.17 2.48 9.32 8.01 10.71
JHancock Multimanager Lifestyle Agrsv A JALAX -1.57 2.36 5.12 18.98 8.75 10.46
JHancock Multimanager Lifestyle Agrsv B JBLAX -1.63 2.24 4.92 18.05 7.96 9.63
JHancock Multimanager Lifestyle Agrsv C JCLAX -1.63 2.23 4.98 18.11 7.97 9.68
Prudential Growth Allocation A JDAAX -1.74 1.53 5.17 17.67 7.85 9.59
Prudential Growth Allocation B JDGBX -1.76 1.42 4.99 16.85 7.05 8.77
Prudential Growth Allocation C JDGCX -1.76 1.42 4.99 16.83 7.06 8.78
Prudential Growth Allocation Q JDGQX -1.67 1.56 --- --- --- ---
Prudential Growth Allocation Z JDGZX -1.67 1.56 5.29 17.98 8.09 9.86
JPMorgan Investor Growth R6 JFTUX -1.82 2.13 5.32 --- --- ---
Prudential Growth Allocation R JGARX -1.70 1.48 5.14 17.40 7.60 9.31
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX -2.00 1.75 5.07 17.52 9.19 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX -1.92 1.83 5.11 17.66 9.29 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX -1.58 2.31 5.19 19.32 9.12 10.86
JPMorgan Investor Growth T JPITX -1.81 2.13 5.23 --- --- ---
JHancock Multimanager Lifestyle Agrsv R1 JPLAX -1.63 2.24 5.02 18.51 8.34 9.99
JHancock Multimanager Lifestyle Agrsv R2 JQLAX -1.64 2.31 5.06 18.78 8.61 10.33
JHancock Multimanager Lifestyle Agrsv R3 JRLAX -1.63 2.25 5.02 18.55 8.43 10.11
JHancock Multimanager Lifestyle Agrsv R4 JSLAX -1.58 2.37 5.17 19.08 8.90 10.53
JHancock Multimanager Lifestyle Agrsv I JTAIX -1.58 2.37 5.18 19.29 --- ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX -1.58 2.37 5.23 19.34 9.12 10.79
JHancock Multimanager Lifestyle Agrsv R6 JULAX -1.58 2.37 5.22 19.40 9.21 10.92
Ladenburg Aggressive Growth I LAGIX -1.46 1.59 4.85 15.54 --- ---
QS Growth I LANIX -1.64 1.76 4.88 13.93 7.36 9.43
Ladenburg Aggressive Growth A LAWAX -1.44 1.56 4.80 15.33 --- ---
Ladenburg Aggressive Growth C LAWCX -1.55 1.44 4.52 14.31 --- ---
Lord Abbett Multi-Asset Focused Gr A LDSAX -1.91 1.51 3.47 12.18 6.89 10.75
Lord Abbett Multi-Asset Focused Gr B LDSBX -1.96 1.39 3.28 11.40 6.09 9.92
Lord Abbett Multi-Asset Focused Gr C LDSCX -1.91 1.44 3.33 11.44 6.13 9.95
Lord Abbett Multi-Asset Focused Gr F LDSFX -1.85 1.57 3.53 12.42 7.06 10.92
Lord Abbett Multi-Asset Focused Gr F3 LDSOX -1.84 1.61 3.62 --- --- ---
Lord Abbett Multi-Asset Focused Gr R2 LDSQX -1.91 1.47 3.37 11.84 6.15 10.12
Lord Abbett Multi-Asset Focused Gr R3 LDSRX -1.88 1.47 3.42 11.93 6.64 10.48
Lord Abbett Multi-Asset Focused Gr R4 LDSSX -1.92 1.52 3.49 12.22 --- ---
Lord Abbett Multi-Asset Focused Gr R5 LDSTX -1.84 1.55 3.59 12.52 --- ---
Lord Abbett Multi-Asset Focused Gr R6 LDSVX -1.84 1.61 3.62 12.62 --- ---
Lord Abbett Multi-Asset Focused Gr I LDSYX -1.84 1.55 3.54 12.53 7.17 11.03
QS Growth R LLLRX -1.70 1.64 4.76 13.31 6.74 ---
MFS® Aggressive Growth Allocation R1 MAAFX -1.22 1.80 4.80 18.35 8.48 9.77
MFS® Aggressive Growth Allocation A MAAGX -1.13 1.90 5.02 19.28 9.30 10.60
MFS® Aggressive Growth Allocation R3 MAAHX -1.14 1.88 4.97 19.23 9.28 10.58
MFS® Aggressive Growth Allocation R4 MAALX -1.13 1.90 5.07 19.57 9.56 10.86
MFS® Aggressive Growth Allocation R2 MAWAX -1.16 1.86 4.94 18.96 9.01 10.32
MFS® Aggressive Growth Allocation B MBAGX -1.19 1.80 4.79 18.34 8.46 9.77
MFS® Aggressive Growth Allocation C MCAGX -1.20 1.82 4.83 18.40 8.47 9.76
Marsico Flexible Capital MFCFX -0.34 1.95 4.76 14.60 5.33 10.35
MainStay Growth Allocation A MGXAX -2.60 1.02 4.68 15.60 7.44 10.63
MainStay Growth Allocation B MGXBX -2.66 0.92 4.41 14.60 6.49 9.64
MainStay Growth Allocation C MGXCX -2.71 0.92 4.40 14.58 6.48 9.64
MainStay Growth Allocation I MGXIX -2.56 1.12 4.79 15.98 7.75 10.92
MainStay Growth Allocation Inv MGXNX -2.60 1.02 4.66 15.46 7.28 10.46
MainStay Growth Allocation R3 MGXRX -2.60 1.02 4.58 15.23 --- ---
MH Elite Fund of Funds MHEFX -0.72 3.05 5.80 17.87 8.21 10.80
MH Elite Small Cap Fund of Funds MHELX -1.45 1.04 4.33 10.33 6.57 9.12
MFS® Aggressive Growth Allocation I MIAGX -1.12 1.92 5.05 19.56 9.56 10.87
Manning & Napier Pro-Blend Max Term R2 MNHCX -1.67 2.20 5.44 17.71 6.50 8.58
Manning & Napier Pro-Blend Max Term I MNHIX -1.58 2.32 5.67 18.90 7.56 9.65
Manning & Napier Pro-Blend Max Term R MNHRX -1.61 2.21 5.54 18.33 7.02 9.11
Meritage Yield-Focus Equity Investor MPYEX -2.57 -0.45 3.94 8.61 3.64 ---
Meritage Yield-Focus Equity Instl MPYIX -2.59 -0.46 3.95 8.35 3.75 ---
MassMutual RetireSMART Growth Admin MRGLX -1.65 2.05 5.00 17.50 7.74 9.54
MassMutual RetireSMART Gr I MRGUX -1.65 2.06 5.04 17.85 8.05 ---
MassMutual RetireSMART Gr R3 MRGVX -1.67 1.99 4.89 17.10 7.35 ---
MassMutual RetireSMART Growth Svc MRGYX -1.65 2.05 5.00 17.58 7.86 9.66
MassMutual RetireSMART Gr R4 MRGZX -1.67 1.99 4.96 17.25 7.56 ---
MassMutual RetireSMART Growth A MRRAX -1.65 1.97 4.90 17.19 7.49 9.28
MassMutual RetireSMART Growth R5 MRRSX -1.65 2.06 5.03 17.74 7.98 9.74
Franklin Mutual Shares Z MUTHX -2.49 1.05 4.55 5.30 5.86 9.59
Great-West Aggressive Profile Inv MXAPX -2.41 1.11 5.12 16.57 9.24 12.07
Great-West Aggressive Profile L MXEPX -2.36 1.07 5.15 16.40 9.00 11.79
Great-West Aggressive Profile Instl MXGTX -2.29 1.14 5.37 17.05 --- ---
Nationwide Inv Dest Agrsv A NDAAX -1.89 1.67 4.76 16.63 8.38 10.28
Nationwide Inv Dest Agrsv C NDACX -1.96 1.63 4.62 15.75 7.60 9.50
Nationwide Inv Dest Agrsv Svc NDASX -1.89 1.66 4.72 16.52 8.34 10.22
Nationwide Inv Dest Agrsv Instl Svc NWWHX -1.89 1.67 4.82 16.89 8.64 ---
JPMorgan Investor Growth C OGGCX -1.89 2.01 5.06 16.66 8.38 11.10
JPMorgan Investor Growth A ONGAX -1.86 2.08 5.23 17.28 8.97 11.71
JPMorgan Investor Growth I ONIFX -1.78 2.18 5.34 17.64 9.28 12.01
Oak Ridge Multi Strategy A ORILX -2.42 0.90 5.90 19.42 8.67 12.68
Oak Ridge Multi Strategy C ORLCX -2.50 0.79 5.66 18.34 7.69 11.67
Pacific Funds Port Optim Agrsv-Gr C POCEX -1.96 1.85 4.71 14.93 7.48 8.51
Pacific Funds Port Optim Agrsv-Gr A POEAX -1.85 1.98 4.97 15.80 8.29 9.23
Pacific Funds Port Optim Agrsv-Gr B POEBX -1.95 1.85 4.75 14.96 7.48 8.50
Pacific Funds Port Optim Agrsv-Gr Adv POEDX -1.85 1.98 4.97 16.12 8.57 9.49
Pacific Funds Port Optim Agrsv-Gr R POERX -1.92 1.94 4.88 15.56 8.03 8.99
Oak Ridge Multi Strategy I PORYX -2.45 0.92 5.87 19.42 8.69 12.73
Principal SAM Strategic Growth R5 PSGFX -1.80 1.35 4.03 17.02 7.78 10.65
Principal SAM Strategic Growth R1 PSGGX -1.85 1.30 3.89 16.37 7.11 9.97
Principal SAM Strategic Growth R4 PSGLX -1.84 1.35 4.03 16.93 7.65 10.52
Principal SAM Strategic Growth R3 PSGPX -1.85 1.31 3.94 16.68 7.43 10.32
Principal SAM Strategic Growth R2 PSGVX -1.85 1.31 3.93 16.48 7.24 10.11
PIMCO StocksPLUS® Long Duration Instl PSLDX -5.37 -2.22 2.75 22.50 13.50 18.30
Principal SAM Strategic Growth Inst PSWIX -1.78 1.39 4.13 17.31 8.04 10.93
Principal SAM Strategic Growth J PSWJX -1.80 1.36 4.06 17.14 7.81 10.65
Principal SAM Strategic Growth A SACAX -1.84 1.36 4.01 16.94 7.66 10.54
QS Growth A SCHAX -1.69 1.69 4.78 13.59 7.03 9.11
QS Growth C SCHCX -1.75 1.61 4.60 12.87 6.30 8.37
Snow Capital Dividend Plus A SDPAX -3.40 -0.76 2.45 5.94 4.82 ---
Snow Capital Dividend Plus Instl SDPIX -3.41 -0.73 2.53 6.20 5.09 ---
Sound Mind Investing SMIFX -0.33 4.21 6.93 18.19 7.83 10.84
Stringer Growth A SRGAX -2.52 1.03 3.95 14.25 6.43 ---
Stringer Growth C SRGCX -2.53 0.95 3.77 13.43 5.65 ---
Stringer Growth Instl SRGIX -2.44 1.03 3.97 14.51 6.70 ---
Schwab MarketTrack All Equity SWEGX -2.16 1.49 5.24 16.23 9.37 11.49
Principal SAM Strategic Growth C SWHCX -1.86 1.28 3.85 16.06 6.85 9.71
Thrivent Aggressive Allocation A TAAAX -1.30 2.45 5.74 18.17 9.38 11.35
Thrivent Aggressive Allocation S TAAIX -1.29 2.49 5.77 18.46 9.76 11.76
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX -2.33 1.40 3.93 14.37 7.66 10.26
Transamerica Asset Allocation Growth I TAGIX -2.03 2.05 5.62 16.96 9.04 11.28
Transamerica Asset Allocation Growth T1 TAGTX -2.02 2.03 5.58 --- --- ---
Transamerica Asset Allocation Growth Adv TAGVX -1.96 2.04 5.53 --- --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX -2.29 1.37 4.63 14.80 7.77 10.14
Transamerica Asset Alloc Long Hrzn R TALRX -2.29 1.37 4.56 --- --- ---
Franklin Mutual Beacon A TEBIX -2.17 1.40 5.83 9.76 7.15 10.37
Franklin Mutual Beacon C TEMEX -2.30 1.29 5.63 8.85 6.34 9.56
Franklin Mutual Shares C TEMTX -2.58 0.93 4.29 4.22 4.79 8.50
Franklin Mutual Shares A TESIX -2.52 1.02 4.49 5.03 5.59 9.30
Franklin Mutual Shares R TESRX -2.53 0.99 4.45 4.77 5.33 9.05
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX -2.35 1.41 4.04 14.77 8.07 10.69
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX -2.35 1.41 --- --- --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX -1.39 2.83 6.19 21.83 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX -1.39 2.77 6.16 21.87 10.53 12.27
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX -1.39 2.78 6.11 21.49 10.17 11.90
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX -1.38 2.82 6.18 21.70 10.41 12.11
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX -1.39 2.78 6.16 21.53 10.26 11.99
Voya Solution Aggressive R6 VYRMX -1.88 1.66 5.23 17.89 --- ---
InvestEd Aggressive WAGPX -1.46 2.18 4.97 --- --- ---
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