Allocation--85%+ Equity: Total Returns

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Data through 4/20/2018. 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 -0.68 0.34 -4.02 13.03 6.51 10.01
Horizon Active Risk Assist® I ACRIX -1.45 2.28 -3.41 14.51 --- ---
Meeder Aggressive Allocation Adviser AGHAX -0.85 -0.10 -4.92 10.86 --- ---
Meeder Aggressive Allocation Instl AGHIX -0.85 -0.10 -4.83 11.16 --- ---
American Century One Choice VryAgrsv R AORVX -1.22 1.58 -3.82 16.31 7.40 ---
American Century One Choice VryAgrsv Inv AOVIX -1.22 1.75 -3.72 16.89 7.95 11.05
Yorktown Master Allocation A APIFX -0.44 0.17 -4.01 12.13 4.14 7.30
Yorktown Master Allocation L APILX -0.51 -0.07 -4.19 11.27 3.51 6.70
Yorktown Master Allocation Institutional APMAX -0.42 0.26 -3.95 12.43 4.56 ---
Horizon Active Risk Assist® A ARAAX -1.45 2.24 -3.45 14.25 --- ---
Horizon Active Risk Assist® Investor ARANX -1.45 2.24 -3.45 14.36 4.73 ---
BMO Aggressive Allocation I BDSHX -0.62 0.95 -3.73 15.35 7.40 ---
BMO Aggressive Allocation R6 BDSQX -0.62 1.06 -3.73 15.60 7.57 ---
BMO Aggressive Allocation R3 BDSRX -0.73 0.74 -3.93 14.79 6.83 ---
BMO Aggressive Allocation Y BDSYX -0.73 0.84 -3.82 15.11 7.14 ---
Franklin Mutual Beacon Z BEGRX 1.03 0.06 -3.60 8.78 6.05 10.25
Calvert Aggressive Allocation A CAAAX -1.41 0.60 -3.75 14.25 7.21 10.25
Calvert Aggressive Allocation C CAACX -1.47 0.35 -3.92 13.40 6.31 9.20
Calvert Aggressive Allocation I CAGIX -1.41 0.69 -3.65 14.59 --- ---
CAN SLIM Select Growth CANGX -0.55 1.83 -2.43 16.95 7.26 10.49
American Funds College 2036 529-A CCFAX -0.77 --- --- --- --- ---
American Funds College 2036 529-F-1 CTAFX -0.77 --- --- --- --- ---
American Funds College 2036 529-C CTDCX -0.87 --- --- --- --- ---
American Funds College 2036 529-E CTKEX -0.77 --- --- --- --- ---
Meeder Dynamic Allocation Adviser DYGAX -0.99 1.01 -4.35 17.00 --- ---
Meeder Dynamic Allocation Institutional DYGIX -0.99 1.10 -4.27 17.17 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX -0.92 1.24 -3.23 15.34 8.12 11.12
MFS® Aggressive Growth Allocation 529A EAGTX -0.43 1.39 -2.55 16.77 8.32 10.18
MFS® Aggressive Growth Allocation 529B EBAAX -0.48 1.20 -2.73 15.90 7.51 9.36
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX -0.98 1.00 -3.41 14.45 7.30 10.28
MFS® Aggressive Growth Allocation 529C ECAAX -0.49 1.17 -2.76 15.87 7.53 9.36
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX -0.99 1.01 -3.41 14.49 7.31 10.28
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX -0.92 1.29 -3.19 15.63 --- ---
EValuator Aggressive RMS Service EVAGX -1.00 1.72 -3.43 16.58 --- ---
EValuator Aggressive RMS R4 EVFGX -1.09 1.54 -3.58 16.05 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX -1.73 0.96 -3.85 14.72 6.57 9.04
Franklin Corefolio Allocation Advisor FCAZX -0.49 2.74 -2.55 15.83 7.89 11.69
Meeder Aggressive Allocation Retail FLAGX -0.86 -0.19 -4.92 10.56 4.10 10.27
Meeder Dynamic Allocation Retail FLDGX -0.99 0.92 -4.37 16.68 6.71 11.39
Franklin Mutual Beacon R6 FMBRX 1.03 0.12 -3.60 8.86 6.15 ---
Franklin Mutual Shares R6 FMSHX 0.78 -0.52 -4.50 4.77 4.84 ---
Franklin Corefolio Allocation C FTCLX -0.60 2.42 -2.83 14.66 6.80 10.59
Franklin Corefolio Allocation A FTCOX -0.49 2.64 -2.65 15.52 7.60 11.40
Franklin Corefolio Allocation R6 FTLQX -0.44 2.79 -2.50 --- --- ---
FundX Upgrader FUNDX -2.05 3.03 -3.35 16.38 6.30 10.79
Nationwide Inv Dest Agrsv R GAFRX -0.89 0.40 -4.12 13.93 7.00 9.38
Nationwide Inv Dest Agrsv R6 GAIDX -0.76 0.63 -3.92 14.79 7.72 10.10
Leland Real Asset Opportunities A GHTAX 1.28 -8.95 -8.75 -8.27 -0.55 ---
Leland Real Asset Opportunities C GHTCX 1.22 -9.16 -8.95 -8.94 -1.29 ---
Leland Real Asset Opportunities I GHTIX 1.36 -8.84 -8.73 -8.06 -0.29 ---
Transamerica Asset Allocation Growth A IAAAX -0.46 0.86 -3.77 14.34 7.56 10.44
Transamerica Asset Allocation Growth B IAABX -0.59 0.53 -4.05 13.26 6.62 9.52
Transamerica Asset Allocation Growth C IAALX -0.54 0.61 -3.95 13.51 6.79 9.65
Voya Solution Aggressive A IAVAX -1.31 -0.15 -4.85 14.27 6.68 ---
Voya Solution Aggressive I IAVIX -1.21 0.00 -4.68 14.92 7.22 ---
Voya Solution Aggressive S IAVSX -1.23 0.00 -4.73 14.61 6.97 ---
Voya Solution Aggressive S2 IAVTX -1.31 -0.07 -4.79 14.44 6.78 ---
ICON Equity Income A IEQAX -0.99 0.44 -2.80 9.78 7.53 10.11
Transamerica Asset Allocation Growth R IGWRX -0.52 0.73 -3.87 14.03 7.24 10.11
ICON Equity Income C IOECX -1.06 0.19 -3.00 8.93 6.73 9.29
ICON Equity Income S IOEZX -1.03 0.45 -2.78 9.96 7.77 10.39
JHancock Multimanager Lifestyle Agrsv A JALAX -0.77 1.39 -3.57 16.80 7.47 10.22
JHancock Multimanager Lifestyle Agrsv B JBLAX -0.83 1.21 -3.74 16.05 6.72 9.41
JHancock Multimanager Lifestyle Agrsv C JCLAX -0.83 1.15 -3.73 16.04 6.71 9.43
Prudential Growth Allocation A JDAAX -0.91 0.44 -3.91 15.22 6.82 9.19
Prudential Growth Allocation B JDGBX -1.01 0.17 -4.13 14.40 6.03 8.37
Prudential Growth Allocation C JDGCX -1.01 0.17 -4.12 14.38 6.02 8.37
Prudential Growth Allocation Q JDGQX -0.90 0.48 -3.86 --- --- ---
Prudential Growth Allocation Z JDGZX -0.90 0.48 -3.86 15.47 7.08 9.44
JPMorgan Investor Growth R6 JFTUX -1.05 0.83 -4.21 --- --- ---
Prudential Growth Allocation R JGARX -0.97 0.33 -3.99 14.94 6.59 8.91
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX -0.71 0.48 -4.40 15.34 8.21 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX -0.71 0.56 -4.32 15.48 8.27 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX -0.77 1.46 -3.53 17.26 7.86 10.63
JPMorgan Investor Growth T JPITX -1.02 0.75 -4.30 --- --- ---
JHancock Multimanager Lifestyle Agrsv R1 JPLAX -0.83 1.27 -3.68 16.41 7.09 9.77
JHancock Multimanager Lifestyle Agrsv R2 JQLAX -0.77 1.40 -3.59 16.74 7.37 10.10
JHancock Multimanager Lifestyle Agrsv R3 JRLAX -0.83 1.27 -3.64 16.52 7.18 9.86
JHancock Multimanager Lifestyle Agrsv R4 JSLAX -0.77 1.46 -3.53 17.03 7.63 10.30
JHancock Multimanager Lifestyle Agrsv I JTAIX -0.71 1.52 -3.46 17.24 --- ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX -0.71 1.52 -3.46 17.29 7.86 10.56
JHancock Multimanager Lifestyle Agrsv R6 JULAX -0.71 1.52 -3.46 17.35 7.95 10.69
Ladenburg Aggressive Growth I LAGIX -1.02 0.40 -3.66 13.28 --- ---
QS Growth I LANIX -0.72 0.36 -4.00 12.03 6.20 8.96
Ladenburg Aggressive Growth A LAWAX -1.00 0.31 -3.75 12.92 --- ---
Ladenburg Aggressive Growth C LAWCX -1.10 0.08 -3.91 12.08 --- ---
Lord Abbett Multi-Asset Focused Gr A LDSAX -1.64 0.76 -3.72 11.47 5.85 10.28
Lord Abbett Multi-Asset Focused Gr B LDSBX -1.82 0.41 -3.99 10.57 5.01 9.43
Lord Abbett Multi-Asset Focused Gr C LDSCX -1.76 0.48 -3.96 10.64 5.05 9.46
Lord Abbett Multi-Asset Focused Gr F LDSFX -1.70 0.76 -3.72 11.58 5.97 10.43
Lord Abbett Multi-Asset Focused Gr F3 LDSOX -1.63 0.86 -3.63 11.80 --- ---
Lord Abbett Multi-Asset Focused Gr R2 LDSQX -1.71 0.62 -3.83 11.10 5.09 9.65
Lord Abbett Multi-Asset Focused Gr R3 LDSRX -1.67 0.65 -3.77 11.21 5.58 10.00
Lord Abbett Multi-Asset Focused Gr R4 LDSSX -1.65 0.76 -3.73 11.51 --- ---
Lord Abbett Multi-Asset Focused Gr R5 LDSTX -1.68 0.81 -3.68 11.76 --- ---
Lord Abbett Multi-Asset Focused Gr R6 LDSVX -1.63 0.86 -3.63 11.86 --- ---
Lord Abbett Multi-Asset Focused Gr I LDSYX -1.68 0.81 -3.69 11.76 6.09 10.55
QS Growth R LLLRX -0.78 0.12 -4.18 11.35 5.58 ---
MFS® Aggressive Growth Allocation R1 MAAFX -0.49 1.21 -2.72 15.91 7.56 9.41
MFS® Aggressive Growth Allocation A MAAGX -0.42 1.43 -2.58 16.79 8.37 10.23
MFS® Aggressive Growth Allocation R3 MAAHX -0.43 1.44 -2.56 16.83 8.38 10.23
MFS® Aggressive Growth Allocation R4 MAALX -0.42 1.47 -2.53 17.07 8.63 10.50
MFS® Aggressive Growth Allocation R2 MAWAX -0.48 1.33 -2.63 16.49 8.09 9.94
MFS® Aggressive Growth Allocation B MBAGX -0.47 1.23 -2.74 15.96 7.57 9.41
MFS® Aggressive Growth Allocation C MCAGX -0.52 1.20 -2.77 15.89 7.56 9.40
Marsico Flexible Capital MFCFX -1.84 0.14 -3.42 11.03 4.68 9.38
MainStay Growth Allocation A MGXAX -1.19 -0.84 -5.53 13.77 6.09 9.80
MainStay Growth Allocation B MGXBX -1.22 -1.04 -5.71 12.83 5.17 8.84
MainStay Growth Allocation C MGXCX -1.22 -1.10 -5.77 12.74 5.14 8.81
MainStay Growth Allocation I MGXIX -1.12 -0.65 -5.44 14.17 6.39 10.11
MainStay Growth Allocation Inv MGXNX -1.13 -0.84 -5.58 13.64 5.93 9.64
MainStay Growth Allocation R3 MGXRX -1.20 -0.90 -5.60 13.41 --- ---
MH Elite Fund of Funds MHEFX -2.60 0.66 -4.26 14.57 7.01 9.96
MH Elite Small Cap Fund of Funds MHELX -0.26 2.25 -1.56 12.63 6.00 9.80
MFS® Aggressive Growth Allocation I MIAGX -0.42 1.49 -2.50 17.09 8.63 10.50
Manning & Napier Pro-Blend Max Term R2 MNHCX -1.78 0.73 -4.01 13.82 5.77 8.21
Manning & Napier Pro-Blend Max Term I MNHIX -1.69 1.06 -3.78 14.99 6.85 9.31
Manning & Napier Pro-Blend Max Term R MNHRX -1.78 0.84 -3.91 14.41 6.30 8.75
Meritage Yield-Focus Equity Investor MPYEX 0.34 -2.11 -5.44 6.87 3.31 ---
Meritage Yield-Focus Equity Instl MPYIX 0.41 -1.97 -5.34 7.21 3.49 ---
MassMutual RetireSMART Growth Admin MRGLX -0.76 0.77 -3.92 15.26 6.77 9.19
MassMutual RetireSMART Gr I MRGUX -0.76 0.86 -3.84 15.59 7.12 ---
MassMutual RetireSMART Gr R3 MRGVX -0.77 0.61 -4.04 14.75 6.35 ---
MassMutual RetireSMART Growth Svc MRGYX -0.76 0.77 -3.92 15.34 6.89 9.30
MassMutual RetireSMART Gr R4 MRGZX -0.77 0.69 -3.96 14.99 6.59 ---
MassMutual RetireSMART Growth A MRRAX -0.84 0.60 -4.00 14.86 6.50 8.90
MassMutual RetireSMART Growth R5 MRRSX -0.76 0.77 -3.92 15.38 6.98 9.38
Franklin Mutual Shares Z MUTHX 0.74 -0.56 -4.53 4.66 4.71 8.84
Great-West Aggressive Profile Inv MXAPX -0.55 0.28 -3.98 14.60 8.44 11.59
Great-West Aggressive Profile L MXEPX -0.68 0.08 -4.16 14.21 8.16 11.29
Great-West Aggressive Profile Instl MXGTX -0.56 0.28 -3.99 15.00 --- ---
Nationwide Inv Dest Agrsv A NDAAX -0.78 0.45 -4.06 14.38 7.30 9.71
Nationwide Inv Dest Agrsv C NDACX -0.80 0.31 -4.18 13.56 6.52 8.93
Nationwide Inv Dest Agrsv Svc NDASX -0.77 0.53 -3.98 14.38 7.29 9.67
Nationwide Inv Dest Agrsv Instl Svc NWWHX -0.77 0.51 -4.00 14.64 7.59 ---
JPMorgan Investor Growth C OGGCX -1.12 0.52 -4.47 14.46 7.53 10.48
JPMorgan Investor Growth A ONGAX -1.07 0.70 -4.30 15.13 8.13 11.08
JPMorgan Investor Growth I ONIFX -1.03 0.84 -4.24 15.48 8.44 11.38
Oak Ridge Multi Strategy A ORILX 0.31 2.58 -1.87 19.04 9.23 12.96
Oak Ridge Multi Strategy C ORLCX 0.26 2.33 -2.06 17.96 8.26 11.95
Pacific Funds Port Optim Agrsv-Gr C POCEX -0.71 0.54 -4.16 13.30 6.34 8.28
Pacific Funds Port Optim Agrsv-Gr A POEAX -0.58 0.82 -3.95 14.25 7.18 9.01
Pacific Funds Port Optim Agrsv-Gr B POEBX -0.65 0.60 -4.10 13.40 6.35 8.30
Pacific Funds Port Optim Agrsv-Gr Adv POEDX -0.57 0.87 -3.88 14.49 7.46 9.27
Pacific Funds Port Optim Agrsv-Gr R POERX -0.64 0.70 -4.03 13.88 6.90 8.76
Oak Ridge Multi Strategy I PORYX 0.37 2.68 -1.80 19.13 9.26 13.01
Principal SAM Strategic Growth R5 PSGFX -0.79 0.15 -3.99 14.82 6.97 10.09
Principal SAM Strategic Growth R1 PSGGX -0.89 -0.05 -4.13 14.07 6.30 9.41
Principal SAM Strategic Growth R4 PSGLX -0.84 0.10 -4.03 14.68 6.82 9.95
Principal SAM Strategic Growth R3 PSGPX -0.85 0.05 -4.05 14.49 6.64 9.74
Principal SAM Strategic Growth R2 PSGVX -0.85 0.00 -4.14 14.23 6.44 9.54
PIMCO StocksPLUS® Long Duration Instl PSLDX -2.02 -5.12 -8.05 14.56 11.51 16.04
Principal SAM Strategic Growth Inst PSWIX -0.79 0.20 -3.96 15.07 7.22 10.35
Principal SAM Strategic Growth J PSWJX -0.80 0.15 -4.00 14.87 7.02 10.09
Principal SAM Strategic Growth A SACAX -0.82 0.15 -4.01 14.76 6.85 9.97
QS Growth A SCHAX -0.78 0.24 -4.15 11.71 5.87 8.64
QS Growth C SCHCX -0.77 0.06 -4.26 10.94 5.16 7.92
Snow Capital Dividend Plus A SDPAX -0.20 -3.63 -6.58 4.82 3.47 9.14
Snow Capital Dividend Plus Instl SDPIX -0.22 -3.55 -6.54 5.08 3.73 9.42
Sound Mind Investing SMIFX -2.18 3.78 -2.26 18.54 7.13 10.71
Stringer Growth A SRGAX -0.63 -0.47 -4.84 11.90 5.08 7.55
Stringer Growth C SRGCX -0.72 -0.72 -4.95 11.08 4.30 6.75
Stringer Growth Instl SRGIX -0.63 -0.47 -4.75 12.16 5.35 7.81
Schwab MarketTrack All Equity SWEGX -0.16 0.85 -3.91 15.30 8.42 11.08
Principal SAM Strategic Growth C SWHCX -0.90 -0.11 -4.23 13.83 6.04 9.14
Thrivent Aggressive Allocation A TAAAX -0.19 2.12 -2.58 16.49 8.51 11.23
Thrivent Aggressive Allocation S TAAIX -0.12 2.23 -2.56 16.87 8.87 11.65
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX -0.19 0.83 -4.18 13.64 6.65 9.82
Transamerica Asset Allocation Growth I TAGIX -0.46 0.92 -3.72 14.59 7.85 10.74
Transamerica Asset Allocation Growth T1 TAGTX -0.45 0.92 -3.75 14.53 --- ---
Transamerica Asset Allocation Growth Adv TAGVX -0.52 0.85 -3.76 14.42 --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX -0.56 1.08 -3.42 14.17 6.72 9.96
Transamerica Asset Alloc Long Hrzn R TALRX -0.62 1.01 -3.49 --- --- ---
Franklin Mutual Beacon A TEBIX 1.04 0.00 -3.63 8.58 5.80 9.96
Franklin Mutual Beacon C TEMEX 0.93 -0.24 -3.83 7.68 4.99 9.16
Franklin Mutual Shares C TEMTX 0.69 -0.82 -4.76 3.64 3.68 7.76
Franklin Mutual Shares A TESIX 0.75 -0.60 -4.57 4.46 4.47 8.55
Franklin Mutual Shares R TESRX 0.76 -0.67 -4.63 4.20 4.20 8.30
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX -0.19 0.90 -4.09 14.02 7.08 10.25
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX -0.13 0.96 -4.02 --- --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX -0.82 1.75 -3.71 19.07 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX -0.88 1.69 -3.71 19.11 9.25 11.81
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX -0.88 1.63 -3.78 18.74 8.90 11.45
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX -0.88 1.68 -3.75 18.96 9.11 11.66
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX -0.88 1.63 -3.77 18.86 8.96 11.54
Voya Solution Aggressive R6 VYRMX -1.28 0.00 -4.68 14.92 --- ---
InvestEd Aggressive WAGPX -0.74 1.14 -3.44 --- --- ---
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