Allocation--85%+ Equity: Total Returns

Data through 12/7/2018. 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 -5.73 -5.26 -8.77 -3.49 6.56 5.32
Horizon Active Risk Assist® I ACRIX -4.74 -3.74 -9.10 -2.34 --- ---
American Century One Choice VryAgrsv R AORVX -6.47 -6.82 -9.83 -5.16 6.11 ---
American Century One Choice VryAgrsv Inv AOVIX -6.39 -6.34 -9.70 -4.66 6.66 6.15
Yorktown Master Allocation A APIFX -6.23 -9.03 -11.31 -7.46 3.18 2.25
Yorktown Master Allocation L APILX -6.32 -9.70 -11.51 -8.17 2.50 1.64
Yorktown Master Allocation Institutional APMAX -6.23 -8.83 -11.26 -7.24 3.54 2.67
Horizon Active Risk Assist® A ARAAX -4.76 -3.93 -9.12 -2.59 4.66 ---
Horizon Active Risk Assist® Investor ARANX -4.75 -3.84 -9.11 -2.48 4.74 ---
BMO Aggressive Allocation I BDSHX -5.85 -4.76 -8.53 -2.89 7.08 ---
BMO Aggressive Allocation R6 BDSQX -5.95 -4.66 -8.62 -2.86 7.25 ---
BMO Aggressive Allocation R3 BDSRX -5.97 -5.28 -8.75 -3.51 6.54 ---
BMO Aggressive Allocation Y BDSYX -5.96 -5.06 -8.63 -3.20 6.82 ---
Franklin Mutual Beacon Z BEGRX -5.86 -5.55 -6.28 -3.09 7.11 5.68
Calvert Aggressive Allocation A CAAAX -5.37 -4.52 -7.91 -3.02 6.63 5.98
Calvert Aggressive Allocation C CAACX -5.47 -5.25 -8.12 -3.79 5.80 5.01
Calvert Aggressive Allocation I CAGIX -5.34 -4.21 -7.82 -2.72 --- ---
CAN SLIM Select Growth CANGX -5.71 -7.57 -9.92 -5.57 5.34 5.11
American Funds College 2036 529-A CCFAX -4.79 --- -6.38 --- --- ---
Crow Point Global Tactical Alloc Inv CGHAX -4.84 -4.63 -7.75 -3.55 2.50 0.62
Crow Point Global Tactical Alloc Instl CGHIX -4.81 -4.70 -7.80 -3.54 2.68 0.83
American Funds College 2036 529-F-1 CTAFX -4.78 --- -6.37 --- --- ---
American Funds College 2036 529-C CTDCX -4.91 --- -6.59 --- --- ---
American Funds College 2036 529-E CTKEX -4.80 --- -6.39 --- --- ---
Meeder Dynamic Allocation Adviser DYGAX -5.99 -4.43 -8.24 -2.78 --- ---
Meeder Dynamic Allocation Institutional DYGIX -5.99 -4.17 -8.24 -2.56 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX -5.88 -1.54 -8.78 -0.05 7.53 7.05
MFS® Aggressive Growth Allocation 529A EAGTX -4.79 -3.01 -7.98 -1.16 8.00 6.33
MFS® Aggressive Growth Allocation 529B EBAAX -4.82 -3.68 -8.16 -1.94 7.18 5.53
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX -5.96 -2.26 -8.95 -0.82 6.71 6.25
MFS® Aggressive Growth Allocation 529C ECAAX -4.84 -3.69 -8.14 -1.89 7.19 5.53
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX -5.95 -2.24 -8.98 -0.82 6.72 6.25
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX -5.88 -1.29 -8.74 0.19 7.80 ---
EValuator Aggressive RMS Service EVAGX -6.17 -7.30 -11.19 -5.23 --- ---
EValuator Aggressive RMS R4 EVFGX -6.17 -7.54 -11.27 -5.49 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX -4.78 -2.25 -7.22 -0.35 7.35 5.49
Franklin Corefolio Allocation Advisor FCAZX -6.13 -2.27 -8.79 -0.51 7.63 6.65
Meeder Dynamic Allocation Retail FLDGX -6.01 -4.63 -8.35 -2.95 6.04 6.39
Franklin Mutual Beacon R6 FMBRX -5.85 -5.43 -6.28 -2.95 7.21 5.78
Franklin Mutual Shares R6 FMSHX -5.60 -4.39 -7.09 -2.45 5.71 5.04
Franklin Corefolio Allocation C FTCLX -6.23 -3.19 -9.04 -1.50 6.54 5.59
Franklin Corefolio Allocation A FTCOX -6.16 -2.53 -8.87 -0.77 7.34 6.36
Franklin Corefolio Allocation R6 FTLQX -6.13 -2.22 -8.79 -0.48 --- ---
FundX Upgrader FUNDX -6.06 0.16 -9.56 1.55 6.06 6.43
Nationwide Inv Dest Agrsv R GAFRX -5.70 -6.56 -8.39 -4.94 6.43 4.90
Nationwide Inv Dest Agrsv R6 GAIDX -5.78 -6.08 -8.31 -4.35 7.11 5.58
Leland Real Asset Opportunities A GHTAX -6.84 -8.76 -7.09 -6.93 5.85 -1.14
Leland Real Asset Opportunities C GHTCX -6.91 -9.42 -7.27 -7.64 5.06 -1.88
Leland Real Asset Opportunities I GHTIX -6.72 -8.47 -6.93 -6.69 6.16 -0.88
Goldman Sachs Tax-Advntgd Gbl Eq P GSKPX -5.89 --- -9.15 --- --- ---
Hotchkis & Wiley Value Opps A HWAAX -7.47 -5.50 -12.36 -2.35 7.67 7.28
Hotchkis & Wiley Value Opps C HWACX -7.50 -6.15 -12.52 -3.08 6.86 6.48
Hotchkis & Wiley Value Opps Instl HWAIX -7.44 -5.27 -12.33 -2.09 7.93 7.55
Transamerica Asset Allocation Growth A IAAAX -6.26 -8.23 -9.43 -5.96 5.69 5.18
Transamerica Asset Allocation Growth B IAABX -6.28 -9.02 -9.62 -6.78 4.76 4.30
Transamerica Asset Allocation Growth C IAALX -6.28 -8.88 -9.56 -6.63 4.92 4.42
Voya Solution Aggressive A IAVAX -5.69 -7.62 -8.65 -5.82 5.57 5.10
Voya Solution Aggressive I IAVIX -5.57 -7.15 -8.47 -5.24 6.10 5.77
Voya Solution Aggressive S IAVSX -5.63 -7.38 -8.57 -5.59 5.82 5.43
Voya Solution Aggressive S2 IAVTX -5.63 -7.50 -8.61 -5.68 5.68 5.22
ICON Equity Income A IEQAX -5.14 -5.80 -7.52 -5.18 7.33 6.21
Transamerica Asset Allocation Growth R IGWRX -6.26 -8.50 -9.46 -6.21 5.37 4.87
ICON Equity Income C IOECX -5.25 -6.52 -7.72 -5.93 6.51 5.40
ICON Equity Income S IOEZX -5.18 -5.64 -7.48 -4.96 7.60 6.46
JHancock Multimanager Lifestyle Agrsv A JALAX -5.67 -6.42 -8.74 -4.60 6.49 5.32
JHancock Multimanager Lifestyle Agrsv B JBLAX -5.70 -7.01 -8.88 -5.27 5.75 4.56
JHancock Multimanager Lifestyle Agrsv C JCLAX -5.70 -7.06 -8.93 -5.26 5.74 4.57
PGIM Growth Allocation A JDAAX -5.66 -7.35 -9.09 -5.46 5.96 4.70
PGIM Growth Allocation B JDGBX -5.76 -8.06 -9.24 -6.21 5.16 3.92
PGIM Growth Allocation C JDGCX -5.75 -8.05 -9.28 -6.20 5.18 3.91
PGIM Growth Allocation R6 JDGQX -5.64 -7.21 -9.07 -5.28 --- ---
PGIM Growth Allocation Z JDGZX -5.63 -7.16 -9.02 -5.23 6.23 4.94
JPMorgan Investor Growth R6 JFTUX -5.91 -5.35 -8.40 -3.57 --- ---
PGIM Growth Allocation R JGARX -5.66 -7.62 -9.12 -5.75 5.72 4.45
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX -5.79 -5.34 -8.06 -3.38 7.73 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX -5.79 -5.26 -8.05 -3.27 7.79 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX -5.62 -6.14 -8.64 -4.26 6.87 5.70
JHancock Multimanager Lifestyle Agrsv R1 JPLAX -5.62 -6.71 -8.80 -4.93 6.13 4.91
JHancock Multimanager Lifestyle Agrsv R2 JQLAX -5.65 -6.52 -8.79 -4.72 6.37 5.19
JHancock Multimanager Lifestyle Agrsv R3 JRLAX -5.70 -6.67 -8.83 -4.85 6.21 5.00
JHancock Multimanager Lifestyle Agrsv R4 JSLAX -5.57 -6.26 -8.70 -4.46 6.65 5.41
JHancock Multimanager Lifestyle Agrsv I JTAIX -5.62 -6.13 -8.68 -4.31 6.82 ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX -5.61 -6.13 -8.68 -4.26 6.85 5.65
JHancock Multimanager Lifestyle Agrsv R6 JULAX -5.61 -6.07 -8.62 -4.21 6.94 5.76
Ladenburg Aggressive Growth I LAGIX -5.70 -5.40 -8.52 -3.68 6.67 ---
QS Growth I LANIX -5.08 -5.64 -7.13 -3.78 5.55 4.57
Ladenburg Aggressive Growth A LAWAX -5.63 -5.56 -8.56 -3.85 7.02 ---
Ladenburg Aggressive Growth C LAWCX -5.70 -6.23 -8.78 -4.55 5.81 ---
QS Growth R LLLRX -5.18 -6.23 -7.29 -4.39 4.94 ---
MFS® Aggressive Growth Allocation R1 MAAFX -4.84 -3.64 -8.18 -1.90 7.22 5.57
MFS® Aggressive Growth Allocation A MAAGX -4.76 -2.94 -7.96 -1.12 8.04 6.37
MFS® Aggressive Growth Allocation R3 MAAHX -4.80 -2.97 -7.99 -1.14 8.04 6.37
MFS® Aggressive Growth Allocation R4 MAALX -4.78 -2.76 -7.93 -0.88 8.31 6.64
MFS® Aggressive Growth Allocation R2 MAWAX -4.82 -3.22 -8.06 -1.42 7.77 6.09
MFS® Aggressive Growth Allocation B MBAGX -4.85 -3.64 -8.19 -1.88 7.23 5.57
MFS® Aggressive Growth Allocation C MCAGX -4.86 -3.63 -8.15 -1.87 7.24 5.57
MainStay Growth Allocation A MGXAX -6.75 -9.99 -10.38 -8.02 4.73 4.13
MainStay Growth Allocation B MGXBX -6.90 -10.77 -10.61 -8.90 3.78 3.19
MainStay Growth Allocation C MGXCX -6.83 -10.76 -10.60 -8.94 3.77 3.18
MainStay Growth Allocation I MGXIX -6.76 -9.73 -10.32 -7.79 5.01 4.40
MainStay Growth Allocation Inv MGXNX -6.82 -10.17 -10.45 -8.28 4.55 3.95
MainStay Growth Allocation R3 MGXRX -6.79 -10.26 -10.45 -8.39 --- ---
MH Elite Fund of Funds MHEFX -5.96 -3.51 -9.13 -2.38 7.06 5.74
MH Elite Small Cap Fund of Funds MHELX -7.72 -4.90 -14.65 -4.14 6.40 3.64
MFS® Aggressive Growth Allocation I MIAGX -4.76 -2.73 -7.91 -0.87 8.32 6.64
Manning & Napier Pro-Blend Max Term R2 MNHCX -4.84 -2.93 -7.42 -1.07 6.55 4.70
Manning & Napier Pro-Blend Max Term I MNHIX -4.82 -2.09 -7.27 -0.17 7.58 5.73
Manning & Napier Pro-Blend Max Term R MNHRX -4.83 -2.53 -7.31 -0.61 7.08 5.22
Meritage Yield-Focus Equity Investor MPYEX -4.34 -2.46 -6.85 -0.39 7.64 ---
Meritage Yield-Focus Equity Instl MPYIX -4.30 -2.21 -6.85 -0.14 7.79 ---
MassMutual RetireSMART Growth Admin MRGLX -5.20 -4.88 -7.80 -3.03 6.53 4.90
MassMutual RetireSMART Gr I MRGUX -5.20 -4.63 -7.72 -2.75 6.84 ---
MassMutual RetireSMART Gr R3 MRGVX -5.28 -5.28 -7.91 -3.49 6.09 ---
MassMutual RetireSMART Growth Svc MRGYX -5.20 -4.79 -7.71 -2.94 6.62 5.01
MassMutual RetireSMART Gr R4 MRGZX -5.18 -5.01 -7.80 -3.16 6.37 ---
MassMutual RetireSMART Growth A MRRAX -5.30 -5.22 -7.90 -3.40 6.23 4.62
MassMutual RetireSMART Growth R5 MRRSX -5.20 -4.71 -7.72 -2.84 6.73 5.11
Franklin Mutual Shares Z MUTHX -5.59 -4.42 -7.08 -2.52 5.61 4.94
Great-West Aggressive Profile Inv MXAPX -5.86 -6.42 -9.09 -5.03 7.30 6.71
Great-West Aggressive Profile L MXEPX -5.85 -6.66 -9.08 -5.29 7.07 6.45
Great-West Aggressive Profile Instl MXGTX -5.79 -6.16 -8.95 -4.75 7.73 ---
Nationwide Inv Dest Agrsv A NDAAX -5.77 -6.41 -8.41 -4.74 6.71 5.21
Nationwide Inv Dest Agrsv C NDACX -5.79 -6.96 -8.52 -5.34 5.97 4.45
Nationwide Inv Dest Agrsv Svc NDASX -5.75 -6.44 -8.41 -4.81 6.67 5.14
Nationwide Inv Dest Agrsv Instl Svc NWWHX -5.76 -6.23 -8.35 -4.51 6.97 ---
JPMorgan Investor Growth C OGGCX -6.00 -6.20 -8.60 -4.51 6.23 5.84
JPMorgan Investor Growth A ONGAX -5.94 -5.69 -8.48 -3.96 6.86 6.43
JPMorgan Investor Growth I ONIFX -5.95 -5.44 -8.43 -3.69 7.11 6.71
Oak Ridge Multi Strategy A ORILX -7.56 -3.77 -11.86 -1.42 6.16 7.30
Oak Ridge Multi Strategy C ORLCX -7.61 -4.37 -12.01 -2.09 5.29 6.39
Pacific Funds Port Optim Agrsv-Gr C POCEX -5.76 -6.15 -8.56 -4.62 5.59 4.42
Pacific Funds Port Optim Agrsv-Gr A POEAX -5.70 -5.48 -8.42 -3.90 6.37 5.17
Pacific Funds Port Optim Agrsv-Gr B POEBX -5.75 -6.14 -8.54 -4.62 5.59 4.42
Pacific Funds Port Optim Agrsv-Gr Adv POEDX -5.61 -5.23 -8.32 -3.64 6.67 5.44
Pacific Funds Port Optim Agrsv-Gr R POERX -5.69 -5.69 -8.43 -4.15 6.12 4.92
Oak Ridge Multi Strategy I PORYX -7.55 -3.47 -11.85 -1.16 6.28 7.41
Principal SAM Strategic Growth R5 PSGFX -4.79 -5.32 -7.50 -3.47 6.34 5.80
Principal SAM Strategic Growth R1 PSGGX -4.86 -5.86 -7.62 -4.07 5.66 5.15
Principal SAM Strategic Growth R4 PSGLX -4.78 -5.40 -7.49 -3.55 6.20 5.68
Principal SAM Strategic Growth R3 PSGPX -4.87 -5.63 -7.59 -3.79 5.98 5.47
Principal SAM Strategic Growth R2 PSGVX -4.87 -5.73 -7.59 -3.94 5.81 5.28
PIMCO StocksPLUS® Long Duration Instl PSLDX -3.92 -6.55 -9.17 -4.97 13.20 14.70
Principal SAM Strategic Growth Inst PSWIX -4.84 -5.13 -7.48 -3.26 6.59 6.06
Principal SAM Strategic Growth J PSWJX -4.85 -5.28 -7.47 -3.41 6.40 5.82
Principal SAM Strategic Growth A SACAX -4.84 -5.39 -7.51 -3.55 6.22 5.69
QS Growth A SCHAX -5.20 -5.93 -7.23 -4.11 5.23 4.27
QS Growth C SCHCX -5.20 -6.48 -7.32 -4.71 4.54 3.57
Sound Mind Investing SMIFX -7.45 -4.03 -13.80 -2.47 6.23 4.76
Stringer Growth A SRGAX -5.60 -6.80 -8.82 -4.97 5.04 3.94
Stringer Growth C SRGCX -5.68 -7.48 -8.93 -5.69 4.27 3.17
Stringer Growth Instl SRGIX -5.58 -6.62 -8.71 -4.69 5.31 4.20
Schwab MarketTrack All Equity SWEGX -6.47 -5.22 -9.19 -3.42 8.20 6.23
Principal SAM Strategic Growth C SWHCX -4.90 -6.06 -7.68 -4.26 5.41 4.90
Thrivent Aggressive Allocation A TAAAX -6.24 -3.22 -8.63 -1.47 7.91 6.71
Thrivent Aggressive Allocation S TAAIX -6.23 -2.94 -8.54 -1.24 8.25 7.09
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX -6.01 -6.19 -9.31 -4.53 5.95 5.14
Transamerica Asset Allocation Growth I TAGIX -6.19 -7.99 -9.36 -5.69 5.97 5.47
Transamerica Asset Allocation Growth T1 TAGTX -6.22 -8.13 -9.38 -5.81 --- ---
Transamerica Asset Allocation Growth Adv TAGVX -6.17 -8.08 -9.33 -5.80 --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX -5.91 -5.25 -9.23 -3.65 5.64 5.25
Transamerica Asset Alloc Long Hrzn R TALRX -5.92 -5.52 -9.29 -3.98 --- ---
Franklin Mutual Beacon A TEBIX -5.86 -5.78 -6.35 -3.32 6.86 5.40
Franklin Mutual Beacon C TEMEX -5.94 -6.44 -6.55 -4.09 6.04 4.62
Franklin Mutual Shares C TEMTX -5.69 -5.34 -7.35 -3.51 4.53 3.88
Franklin Mutual Shares A TESIX -5.59 -4.64 -7.13 -2.75 5.34 4.66
Franklin Mutual Shares R TESRX -5.63 -4.88 -7.21 -3.02 5.08 4.41
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX -5.90 -5.84 -9.16 -4.15 6.39 5.58
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX -5.96 -5.84 -9.16 --- --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX -7.13 -7.29 -10.53 -5.23 7.07 ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX -7.18 -7.29 -10.52 -5.20 7.11 6.21
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX -7.22 -7.56 -10.64 -5.53 6.76 5.87
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX -7.22 -7.39 -10.56 -5.33 6.97 6.08
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX -7.27 -7.55 -10.62 -5.47 6.83 5.94
Voya Solution Aggressive R6 VYRMX -5.57 -7.15 -8.47 -5.23 --- ---
InvestEd Aggressive WAGPX -4.89 -4.08 -7.59 -2.32 --- ---
Wells Fargo WealthBuilder Equity C WEACX -5.71 -6.50 -9.01 -4.64 6.23 5.11
Wells Fargo WealthBuilder Equity A WEAFX -5.68 -5.82 -8.85 -3.93 --- ---
Wells Fargo WealthBuilder Equity Instl WEAYX -5.63 --- -8.75 --- --- ---