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Allocation--85%+ Equity: Total Returns

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Data through 6/24/2019. 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 3.43 15.26 4.12 1.74 10.94 5.77
Horizon Active Risk Assist® I ACRIX 3.63 6.88 1.96 -4.36 --- ---
American Century One Choice VryAgrsv R AORVX 4.04 16.81 4.59 1.31 11.79 ---
American Century One Choice VryAgrsv Inv AOVIX 4.09 17.09 4.70 1.83 12.37 7.11
Yorktown Master Allocation A APIFX 1.37 10.59 1.86 -4.89 7.19 2.37
Yorktown Master Allocation L APILX 1.36 10.27 1.69 -5.59 6.44 1.74
Yorktown Master Allocation Institutional APMAX 1.43 10.73 1.92 -4.63 7.51 2.77
Horizon Active Risk Assist® A ARAAX 3.64 6.78 1.96 -4.58 7.32 ---
Horizon Active Risk Assist® Investor ARANX 3.64 6.78 1.91 -4.49 7.42 ---
BMO Aggressive Allocation I BDSHX 3.58 15.43 3.70 3.13 12.40 6.75
BMO Aggressive Allocation R6 BDSQX 3.58 15.56 3.82 3.25 12.55 6.91
BMO Aggressive Allocation R3 BDSRX 3.58 15.29 3.58 2.67 11.88 6.23
BMO Aggressive Allocation Y BDSYX 3.58 15.41 3.70 2.92 12.15 6.50
Calvert Aggressive Allocation A CAAAX 3.85 16.11 4.98 5.45 12.25 7.12
Calvert Aggressive Allocation C CAACX 3.87 15.76 4.82 4.68 11.43 6.21
Calvert Aggressive Allocation I CAGIX 3.93 16.30 5.06 5.77 12.64 ---
American Funds College 2036 529-A CCFAX 3.97 13.67 3.97 2.98 --- ---
American Funds College 2036 529-F-1 CTAFX 3.96 13.87 4.06 3.32 --- ---
American Funds College 2036 529-C CTDCX 3.89 13.26 3.68 2.25 --- ---
American Funds College 2036 529-E CTKEX 3.97 13.67 3.97 2.85 --- ---
Meeder Dynamic Allocation Adviser DYGAX 3.89 14.41 3.74 2.25 --- ---
Meeder Dynamic Allocation Institutional DYGIX 3.89 14.47 3.79 2.46 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX 3.42 17.06 4.87 5.46 12.87 7.78
MFS Aggressive Growth Allocation 529A EAGTX 4.01 19.65 6.31 6.93 13.34 7.80
MFS Aggressive Growth Allocation 529B EBAAX 3.96 19.24 6.11 6.14 12.49 6.98
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX 3.38 16.68 4.70 4.66 12.02 6.98
MFS Aggressive Growth Allocation 529C ECAAX 3.93 19.20 6.11 6.10 12.50 6.99
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX 3.38 16.65 4.67 4.67 12.03 6.97
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX 3.43 17.22 4.93 5.71 13.16 ---
E-Valuator Agrsv Gr (85%-99%)RMS Service EVAGX 3.94 16.04 4.43 -0.66 10.74 ---
E-Valuator Agrsv Gr (85%-99%) RMS R4 EVFGX 3.84 15.78 4.33 -0.95 10.41 ---
Manning & Napier Pro-Blend Max Term S EXHAX 4.39 18.68 6.35 6.07 12.52 6.19
Franklin Corefolio Allocation Advisor FCAZX 3.63 16.77 4.22 3.42 13.38 7.19
Meeder Dynamic Allocation Retail FLDGX 3.81 14.20 3.62 1.97 11.32 6.60
Franklin Mutual Shares R6 FMSHX 1.86 13.12 3.90 2.40 8.67 4.61
Franklin Corefolio Allocation C FTCLX 3.54 16.20 3.98 2.38 12.26 6.12
Franklin Corefolio Allocation A FTCOX 3.64 16.63 4.18 3.16 13.10 6.92
Franklin Corefolio Allocation R6 FTLQX 3.68 16.84 4.27 3.50 --- ---
FundX Upgrader FUNDX 4.72 19.43 6.13 6.50 12.92 7.94
Nationwide Inv Dest Agrsv R GAFRX 4.06 15.80 4.30 1.98 11.06 5.65
Nationwide Inv Dest Agrsv R6 GAIDX 4.05 16.10 4.40 2.66 11.77 6.34
Leland Real Asset Opportunities A GHTAX -1.15 10.47 -2.39 -8.22 2.20 -3.08
Leland Real Asset Opportunities C GHTCX -1.28 10.15 -2.52 -8.93 1.44 -3.81
Leland Real Asset Opportunities I GHTIX -1.17 10.63 -2.27 -8.03 2.49 -2.83
Goldman Sachs Tax-Advntgd Gbl Eq P GSKPX 2.96 13.26 2.76 -0.27 --- ---
Hotchkis & Wiley Value Opps A HWAAX 1.80 17.05 4.01 -0.48 13.86 6.81
Hotchkis & Wiley Value Opps C HWACX 1.75 16.64 3.81 -1.22 13.00 6.01
Hotchkis & Wiley Value Opps Instl HWAIX 1.80 17.18 4.06 -0.25 14.13 7.08
Transamerica Asset Allocation Growth A IAAAX 3.48 13.49 2.57 -0.96 9.71 5.96
Transamerica Asset Allocation Growth C IAALX 3.33 13.04 2.31 -1.73 8.86 5.17
Voya Solution Aggressive A IAVAX 3.76 15.34 4.09 1.40 10.90 5.84
Voya Solution Aggressive I IAVIX 3.83 15.59 4.22 1.94 11.44 6.35
Voya Solution Aggressive S IAVSX 3.80 15.52 4.20 1.72 11.21 6.10
Voya Solution Aggressive S2 IAVTX 3.77 15.49 4.18 1.57 11.05 5.94
ICON Equity Income A IEQAX 1.99 15.74 4.40 2.94 9.84 6.88
Transamerica Asset Allocation Growth R IGWRX 3.43 13.42 2.51 -1.20 9.41 5.65
ICON Equity Income C IOECX 2.02 15.41 4.27 2.25 9.05 6.10
ICON Equity Income S IOEZX 2.04 15.97 4.51 3.27 10.12 7.16
JHancock Multimanager Lifestyle Agrsv A JALAX 4.12 15.73 3.84 1.30 11.85 6.03
JHancock Multimanager Lifestyle Agrsv B JBLAX 4.12 15.37 3.69 0.64 11.08 5.27
JHancock Multimanager Lifestyle Agrsv C JCLAX 4.12 15.36 3.62 0.58 11.08 5.27
PGIM Growth Allocation A JDAAX 2.46 15.57 2.28 0.54 9.85 5.26
PGIM Growth Allocation B JDGBX 2.34 15.19 2.08 -0.19 9.03 4.48
PGIM Growth Allocation C JDGCX 2.34 15.17 2.08 -0.25 9.04 4.49
PGIM Growth Allocation R6 JDGQX 2.42 15.68 2.30 0.77 --- ---
PGIM Growth Allocation Z JDGZX 2.48 15.74 2.36 0.83 10.15 5.53
JPMorgan Investor Growth R6 JFTUX 3.73 15.77 4.51 3.59 --- ---
PGIM Growth Allocation R JGARX 2.43 15.47 2.18 0.30 9.59 5.00
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX 4.16 16.17 4.53 3.72 12.41 7.13
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX 4.16 16.06 4.43 3.69 12.45 7.16
JHancock Multimanager Lifestyle Agrsv 1 JILAX 4.21 15.98 3.92 1.69 12.27 6.42
JHancock Multimanager Lifestyle Agrsv R1 JPLAX 4.12 15.63 3.76 0.95 11.47 5.63
JHancock Multimanager Lifestyle Agrsv R2 JQLAX 4.15 15.68 3.79 1.20 11.74 5.91
JHancock Multimanager Lifestyle Agrsv R3 JRLAX 4.14 15.62 3.78 1.08 11.58 5.74
JHancock Multimanager Lifestyle Agrsv R4 JSLAX 4.21 15.89 3.92 1.50 12.05 6.16
JHancock Multimanager Lifestyle Agrsv I JTAIX 4.20 16.03 3.99 1.67 12.23 ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX 4.20 16.02 3.98 1.74 12.28 6.39
JHancock Multimanager Lifestyle Agrsv R6 JULAX 4.20 16.03 3.99 1.73 12.35 6.48
Ladenburg Aggressive Growth I LAGIX 3.56 16.06 4.14 3.16 11.31 ---
QS Growth I LANIX 3.19 12.53 2.73 1.73 9.87 4.81
Ladenburg Aggressive Growth A LAWAX 3.51 15.91 4.08 2.89 11.48 ---
Ladenburg Aggressive Growth C LAWCX 3.53 15.49 3.95 2.17 10.29 ---
QS Growth R LLLRX 3.20 12.25 2.60 1.16 9.23 4.23
MFS Aggressive Growth Allocation R1 MAAFX 3.93 19.20 6.11 6.15 12.52 7.04
MFS Aggressive Growth Allocation A MAAGX 3.98 19.66 6.30 6.92 13.37 7.84
MFS Aggressive Growth Allocation R3 MAAHX 3.97 19.62 6.27 6.92 13.37 7.84
MFS Aggressive Growth Allocation R4 MAALX 4.01 19.81 6.37 7.24 13.67 8.11
MFS Aggressive Growth Allocation R2 MAWAX 3.98 19.53 6.22 6.71 13.09 7.57
MFS Aggressive Growth Allocation B MBAGX 3.91 19.25 6.08 6.17 12.55 7.03
MFS Aggressive Growth Allocation C MCAGX 3.91 19.25 6.10 6.18 12.54 7.04
MainStay Growth Allocation A MGXAX 3.67 14.58 3.23 -1.49 9.98 4.74
MainStay Growth Allocation B MGXBX 3.62 14.13 3.03 -2.38 8.99 3.80
MainStay Growth Allocation C MGXCX 3.62 14.10 3.02 -2.38 8.98 3.80
MainStay Growth Allocation I MGXIX 3.68 14.65 3.25 -1.29 10.25 5.00
MainStay Growth Allocation Inv MGXNX 3.67 14.50 3.23 -1.67 9.81 4.57
MainStay Growth Allocation R3 MGXRX 3.69 14.40 3.18 -1.81 9.58 ---
MH Elite Fund of Funds MHEFX 3.92 15.92 4.55 2.45 12.20 6.47
MH Elite Small Cap Fund of Funds MHELX 2.03 13.85 4.30 -6.46 9.87 4.20
MFS Aggressive Growth Allocation I MIAGX 4.00 19.79 6.37 7.19 13.66 8.11
Manning & Napier Pro-Blend Max Term L MNHCX 4.38 18.27 6.16 5.35 11.68 5.41
Manning & Napier Pro-Blend Max Term I MNHIX 4.45 18.80 6.47 6.34 12.81 6.45
Manning & Napier Pro-Blend Max Term R MNHRX 4.43 18.56 6.31 5.84 12.25 5.93
Manning & Napier Pro-Blend Max Term W MNHWX 4.49 --- --- --- --- ---
Meritage Yield-Focus Equity Investor MPYEX 2.93 10.07 1.15 1.73 7.72 2.72
Meritage Yield-Focus Equity Instl MPYIX 2.96 10.13 1.22 2.00 7.86 2.89
MassMutual RetireSMART Growth Admin MRGLX 3.94 16.57 4.77 4.04 12.17 5.81
MassMutual RetireSMART Gr I MRGUX 3.94 16.72 4.88 4.35 12.55 6.12
MassMutual RetireSMART Gr R3 MRGVX 3.90 16.33 4.63 3.60 11.73 5.39
MassMutual RetireSMART Growth Svc MRGYX 3.94 16.56 4.76 4.08 12.28 5.91
MassMutual RetireSMART Gr R4 MRGZX 3.89 16.42 4.72 3.83 12.01 5.63
MassMutual RetireSMART Growth A MRRAX 3.84 16.34 4.67 3.74 11.88 5.53
MassMutual RetireSMART Growth R5 MRRSX 3.94 16.70 4.87 4.28 12.41 6.02
Franklin Mutual Shares Z MUTHX 1.86 13.11 3.94 2.35 8.58 4.51
Great-West Aggressive Profile Inv MXAPX 3.54 15.86 4.21 1.82 11.61 7.20
Great-West Aggressive Profile L MXEPX 3.46 15.77 4.06 1.55 11.35 6.93
Great-West Aggressive Profile Instl MXGTX 3.55 16.14 4.31 2.22 12.01 ---
Nationwide Inv Dest Agrsv A NDAAX 4.03 15.92 4.38 2.23 11.35 5.95
Nationwide Inv Dest Agrsv C NDACX 3.91 15.41 4.15 1.54 10.54 5.16
Nationwide Inv Dest Agrsv Svc NDASX 4.00 15.83 4.35 2.27 11.33 5.91
Nationwide Inv Dest Agrsv Instl Svc NWWHX 4.09 16.04 4.44 2.49 11.65 6.22
Invesco Oppenheimer Ptf Ser: Gr Inv A OAAIX 3.90 16.40 4.15 -0.54 10.90 5.18
Invesco Oppenheimer Ptf Ser: Gr Inv C OCAIX 3.82 15.99 4.02 -1.27 10.07 4.40
JPMorgan Investor Growth C OGGCX 3.67 15.21 4.25 2.56 11.73 6.66
Invesco Oppenheimer Ptf Ser: Gr Inv R ONAIX 3.84 16.27 4.09 -0.77 10.62 4.92
JPMorgan Investor Growth A ONGAX 3.76 15.60 4.45 3.16 12.39 7.26
JPMorgan Investor Growth I ONIFX 3.73 15.71 4.51 3.44 12.65 7.53
North Square Multi Strategy A ORILX 3.67 15.73 3.81 -0.88 12.93 8.57
North Square Multi Strategy C ORLCX 3.54 15.20 3.55 -1.65 12.03 7.66
Invesco Oppenheimer Ptf Ser: Gr Inv Y OYAIX 3.88 16.52 4.25 -0.29 11.17 5.44
Pacific Funds Port Optim Agrsv-Gr C POCEX 4.16 16.98 4.78 3.43 11.24 5.57
Pacific Funds Port Optim Agrsv-Gr A POEAX 4.23 17.38 5.04 4.25 12.05 6.37
Pacific Funds Port Optim Agrsv-Gr B POEBX 4.15 16.93 4.84 3.44 11.25 5.57
Pacific Funds Port Optim Agrsv-Gr Adv POEDX 4.21 17.50 5.02 4.44 12.33 6.62
North Square Multi Strategy I PORYX 3.69 16.18 3.94 -0.18 13.31 8.80
Principal SAM Strategic Growth R5 PSGFX 3.88 16.76 5.00 5.24 11.69 6.71
Principal SAM Strategic Growth R1 PSGGX 3.80 16.39 4.80 4.52 11.01 6.04
Principal SAM Strategic Growth R4 PSGLX 3.80 16.70 4.92 5.05 11.55 6.57
Principal SAM Strategic Growth R3 PSGPX 3.77 16.55 4.84 4.87 11.34 6.37
Principal SAM Strategic Growth R2 PSGVX 3.77 16.47 4.84 4.69 11.15 6.18
PIMCO StocksPLUS® Long Duration Instl PSLDX 8.29 31.81 12.23 21.31 19.35 15.95
Principal SAM Strategic Growth Inst PSWIX 3.83 16.87 5.01 5.45 11.97 6.97
Principal SAM Strategic Growth J PSWJX 3.83 16.81 5.02 5.29 11.77 6.74
Invesco Oppenheimer Ptf Ser: Gr Inv R6 PXGGX 3.96 --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Gr Inv R5 PXQIX 3.90 --- --- --- --- ---
Principal SAM Strategic Growth A SACAX 3.84 16.70 4.99 5.10 11.60 6.60
QS Growth A SCHAX 3.18 12.40 2.65 1.46 9.56 4.52
QS Growth C SCHCX 3.14 12.10 2.50 0.81 8.82 3.81
STAAR Disciplined Strategies Investor SITAX 1.35 10.29 6.01 -3.29 4.58 0.56
Sound Mind Investing SMIFX 3.80 13.15 4.26 -6.20 10.14 5.12
Stringer Growth A SRGAX 3.61 13.62 3.98 1.64 8.59 4.55
Stringer Growth C SRGCX 3.64 13.42 3.83 1.09 7.85 3.82
Stringer Growth Instl SRGIX 3.70 13.82 4.06 1.94 8.90 4.83
Schwab MarketTrack All Equity SWEGX 3.45 14.83 3.68 0.76 12.18 6.68
Principal SAM Strategic Growth C SWHCX 3.73 16.21 4.74 4.24 10.72 5.79
Thrivent Aggressive Allocation A TAAAX 3.92 15.90 4.13 3.71 13.47 7.52
Thrivent Aggressive Allocation S TAAIX 3.95 16.06 4.23 3.96 13.81 7.86
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX 2.95 13.10 2.68 -0.65 10.31 4.98
Transamerica Asset Allocation Growth I TAGIX 3.48 13.70 2.65 -0.63 9.99 6.25
Transamerica Asset Alloc Long Hrzn R4 TALFX 3.44 15.34 3.86 1.19 11.26 6.07
Transamerica Asset Alloc Long Hrzn R TALRX 3.44 15.27 3.90 0.94 --- ---
Franklin Mutual Shares C TEMTX 1.77 12.56 3.65 1.27 7.49 3.46
Franklin Mutual Shares A TESIX 1.80 12.96 3.83 2.05 8.30 4.23
Franklin Mutual Shares R TESRX 1.81 12.84 3.77 1.83 8.03 3.99
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX 2.99 13.23 2.79 -0.29 10.70 5.39
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX 3.03 13.26 2.83 -0.29 --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX 4.26 17.39 4.46 0.76 13.12 ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX 4.26 17.39 4.46 0.75 13.15 7.33
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX 4.28 17.31 4.41 0.47 12.82 7.00
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX 4.25 17.34 4.45 0.65 12.98 7.20
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX 4.27 17.29 4.41 0.53 12.88 7.07
Voya Solution Aggressive R6 VYRMX 3.83 15.59 4.22 1.94 11.44 ---
InvestEd Aggressive WAGPX 3.97 15.17 4.36 4.38 --- ---
Wells Fargo WealthBuilder Equity C WEACX 3.59 14.31 3.96 1.10 11.95 5.90
Wells Fargo WealthBuilder Equity A WEAFX 3.68 14.78 4.11 1.92 --- ---
Wells Fargo WealthBuilder Equity Instl WEAYX 3.67 14.90 4.17 --- --- ---
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