Tactical Allocation: Total Returns

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Data through 4/28/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Tactical Allocation 1.13 4.33 2.52 8.69 2.38 4.32
Horizon Active Asset Allocation Investor AAANX 1.69 8.30 5.24 12.34 5.17 8.21
Absolute Capital Asset Allocator A AAMAX 1.33 3.69 2.00 12.09 --- ---
Absolute Capital Asset Allocator Inv AAMCX 1.24 3.51 1.82 11.23 --- ---
Absolute Capital Asset Allocator Instl AAMIX 1.33 3.69 2.00 12.09 --- ---
American Indep JAForlines Glb Tac Allc A AARMX 1.54 6.48 4.10 7.14 4.79 ---
Invesco Balanced-Risk Allc B ABRBX 0.58 2.66 1.36 7.75 3.14 3.31
Invesco Balanced-Risk Allc C ABRCX 0.58 2.56 1.36 7.75 3.14 3.31
AmericaFirst Tactical Alpha A ABRFX 1.50 -0.16 -1.46 2.18 2.50 5.23
Invesco Balanced-Risk Allc R5 ABRIX 0.64 2.91 1.58 8.90 4.21 4.38
Invesco Balanced-Risk Allc R ABRRX 0.57 2.69 1.43 8.26 3.64 3.81
AmericaFirst Tactical Alpha U ABRUX 1.38 -0.34 -1.59 1.73 1.97 4.70
AmericaFirst Tactical Alpha I ABRWX 1.51 0.08 -1.31 2.99 3.59 6.12
Invesco Balanced-Risk Allc Y ABRYX 0.64 2.91 1.58 8.83 4.17 4.35
Invesco Balanced-Risk Allc A ABRZX 0.56 2.85 1.50 8.53 3.91 4.07
Salient Adaptive Balanced Instl ACGAX 1.91 4.77 3.49 6.82 -1.79 1.92
Absolute Capital Defender A ACMAX 1.47 3.49 1.76 10.93 --- ---
Absolute Capital Defender Investor ACMDX 1.28 3.20 1.48 10.06 --- ---
Absolute Capital Defender Institutional ACMIX 1.47 3.49 1.76 10.93 --- ---
American Indep JAForlines Glb Tac Allc C ACRMX 1.56 6.35 3.95 6.56 4.17 ---
AllianzGI Global Dynamic Allocation R6 ADYFX 1.31 6.05 4.16 9.00 --- ---
AmericaFirst Quantitative Strategies A AFIAX 1.08 4.65 4.65 8.67 -1.13 5.04
AmericaFirst Quantitative Strategies I AFIIX 1.09 4.53 4.53 8.54 --- ---
AmericaFirst Quantitative Strategies C AFISX 1.07 4.22 4.41 7.76 -1.88 4.26
AmericaFirst Income A AFPAX 2.09 5.70 5.12 14.92 -0.07 3.35
AmericaFirst Income I AFPIX 2.10 5.98 5.40 15.82 0.77 4.10
AmericaFirst Income U AFPUX 1.96 5.43 4.99 14.24 -0.58 2.80
AllianzGI Global Dynamic Allocation Inst AGAIX 1.31 6.03 4.15 8.84 1.89 5.38
Salient Adaptive Balanced Investor AGALX 1.87 4.65 3.37 6.28 -2.27 1.40
AllianzGI Global Dynamic Allocation Adm AGFAX 1.31 5.93 4.10 8.55 1.63 5.11
Salient Adaptive Balanced C AGGGX 1.85 4.48 3.28 5.80 -2.77 0.90
AllianzGI Global Dynamic Allocation P AGSPX 1.37 6.07 4.17 8.77 1.81 5.28
Salient Adaptive Income Institutional AIAAX 1.79 3.51 2.33 8.72 1.25 4.19
Salient Adaptive Income C AIACX 1.71 3.13 2.09 7.66 0.24 3.17
Salient Adaptive Income Investor AIAIX 1.71 3.32 2.16 8.14 0.74 3.66
Salient Adaptive Income A AILAX 1.75 3.38 2.28 8.48 1.01 3.94
AllianzGI Multi-Asset Real Return C ALLCX -0.38 -1.51 -3.56 -0.47 -5.52 ---
Invesco Balanced-Risk Allc R6 ALLFX 0.55 2.91 1.58 8.88 4.30 ---
AllianzGI Multi-Asset Real Return A ALRAX -0.31 -1.29 -3.42 0.30 -4.82 ---
AllianzGI Multi-Asset Real Return Inst ALRNX -0.23 -1.20 -3.30 0.50 -4.57 ---
AllianzGI Multi-Asset Real Return P ALRPX -0.30 -1.28 -3.38 0.42 -4.67 ---
ALPS/Stadion Tactical Growth III ALSGX 0.76 2.61 1.05 12.66 --- ---
ALPS/Stadion Tactical Defensive III ALSTX 0.99 5.16 3.03 13.81 --- ---
Salient Adaptive Balanced A AOGAX 1.82 4.69 3.40 6.44 -2.12 1.56
Pinnacle Sherman Multi-Strategy Core A APSHX 1.19 1.94 0.55 8.01 --- ---
AQR Risk Parity I AQRIX 1.96 5.67 4.22 9.14 3.18 4.42
AQR Risk Parity N AQRNX 1.97 5.69 4.23 8.94 2.93 4.14
AQR Risk Parity R6 AQRRX 1.96 5.78 4.33 9.22 --- ---
AllianzGI Global Dynamic Allocation C ASACX 1.29 5.76 3.96 7.75 0.85 4.30
AllianzGI Global Dynamic Allocation R ASFRX 1.32 5.86 4.02 8.31 1.39 4.85
AllianzGI Global Dynamic Allocation A ASGAX 1.31 5.99 4.10 8.62 1.65 5.11
Astor Sector Allocation A ASPGX 0.96 4.15 2.46 11.98 4.04 8.79
Astor Dynamic Allocation I ASTIX 0.73 4.63 2.52 9.61 5.15 6.06
Astor Dynamic Allocation A ASTLX 0.76 4.57 2.55 9.38 4.88 5.79
Astor Dynamic Allocation R ASTRX 0.76 4.49 2.47 9.40 4.88 5.81
Astor Dynamic Allocation C ASTZX 0.66 4.24 2.25 8.53 4.08 5.01
ATAC Inflation Rotation Investor ATACX 1.32 8.99 2.96 12.76 3.23 ---
Transamerica Dynamic Allocation A ATTRX 1.09 4.01 2.77 8.89 3.37 ---
Transamerica Dynamic Allocation T1 ATTTX 1.09 --- --- --- --- ---
BlackRock Multi-Asset Income Investor A BAICX 1.37 3.95 2.47 8.55 3.52 5.86
BlackRock Multi-Asset Income Investor C BCICX 1.30 3.80 2.38 7.74 2.75 5.08
Beech Hill Total Return A BHTAX 0.37 6.80 4.54 14.71 2.40 5.72
Beech Hill Total Return C BHTCX 0.30 6.49 4.37 13.79 1.61 4.90
BlackRock Multi-Asset Income Instl BIICX 1.39 4.13 2.63 8.81 3.82 6.14
BlackRock Multi-Asset Income Portfolio K BKMIX 1.33 --- --- --- --- ---
Meeder Balanced Adviser BLNAX 1.35 5.31 3.57 --- --- ---
Meeder Balanced Institutional BLNIX 1.35 5.21 3.48 --- --- ---
BlackRock Tactical Opportunities Inv C BRBCX -1.58 -0.46 -2.18 0.78 -0.29 2.41
AB Global Risk Allocation B CABBX 1.20 4.21 2.50 10.63 2.76 3.34
AB Global Risk Allocation I CABIX 1.27 4.59 2.84 11.90 3.99 4.59
AB Global Risk Allocation A CABNX 1.21 4.42 2.66 11.35 3.52 4.12
Cavalier Dynamic Growth Advisor CADYX 2.16 10.31 5.96 13.01 6.91 8.05
Cornerstone Advisors Income Opps Instl CAIOX 1.21 4.05 1.43 13.02 0.30 ---
Columbia Adaptive Risk Allocation R4 CARRX 1.41 5.16 4.04 9.96 --- ---
Columbia Adaptive Risk Allocation Y CARYX 1.40 5.24 4.03 10.06 --- ---
Cavalier Global Opportunities Advisor CATDX 2.35 8.50 4.74 19.63 5.12 ---
Cavalier Global Opportunities Instl CATEX 2.44 8.83 5.00 20.83 6.19 ---
Cavalier Tactical Rotation Advisor CATOX 0.99 5.18 2.78 12.25 5.20 ---
AB Global Risk Allocation C CBACX 1.19 4.20 2.49 10.54 2.76 3.37
BlackRock Tactical Opportunities Inv B CBIBX -1.63 -0.52 -2.21 0.53 -0.61 2.12
AB Global Risk Allocation K CBSKX 1.22 4.43 2.66 11.35 3.53 4.12
AB Global Risk Allocation R CBSRX 1.22 4.32 2.61 11.04 3.21 3.80
AB Global Risk Allocation Adv CBSYX 1.27 4.52 2.70 11.69 3.80 4.40
Chadwick & D'Amato CDFFX 0.72 1.36 -0.54 5.59 -1.30 1.89
Cavalier Dynamic Growth Institutional CDYGX 2.33 10.71 6.25 14.21 8.01 9.15
AdvisorOne CLS Shelter N CLSHX 0.77 6.50 3.89 14.32 6.89 8.27
Pinnacle Sherman Multi-Strategy Core C CPSHX 1.11 1.67 0.37 7.23 --- ---
Columbia Adaptive Risk Allocation A CRAAX 1.42 5.09 3.87 9.66 4.21 ---
Columbia Adaptive Risk Allocation C CRACX 1.45 4.91 3.77 8.88 3.46 ---
Columbia Adaptive Risk Allocation T CRAWX 1.51 5.08 3.97 9.74 4.30 ---
Columbia Adaptive Risk Allocation Z CRAZX 1.50 5.26 4.04 9.96 4.52 ---
Columbia Adaptive Risk Allocation R5 CRDRX 1.50 5.25 4.03 10.00 4.64 ---
Columbia Adaptive Risk Allocation K CRFRX 1.42 5.08 3.97 9.74 4.38 ---
Columbia Adaptive Risk Allocation R CRKRX 1.43 5.03 3.90 9.35 3.99 ---
Astor Sector Allocation C CSPGX 0.93 3.89 2.28 11.25 3.29 8.04
Cavalier Tactical Rotation P CTRDX 1.10 5.53 3.08 --- --- ---
Cavalier Tactical Rotation Institutional CTROX 1.12 5.61 3.11 13.40 6.25 ---
Transamerica Dynamic Allocation C CTTRX 1.10 3.86 2.61 8.11 2.60 ---
CVR Dynamic Allocation Institutional CVRAX 0.91 5.41 2.02 15.81 3.52 ---
Davenport Balanced Income DBALX 0.45 2.56 1.71 7.64 --- ---
Day Hagan Tactical Allocation A DHAAX 0.97 1.32 0.97 6.49 1.57 3.84
Day Hagan Tactical Allocation C DHACX 0.93 1.12 0.74 5.74 0.80 3.08
Day Hagan Tactical Allocation I DHAIX 0.96 1.41 1.05 6.85 --- ---
DoubleLine Multi-Asset Growth A DMLAX 1.29 6.83 3.82 14.87 5.21 4.46
DoubleLine Multi-Asset Growth I DMLIX 1.35 6.88 3.88 15.11 5.45 4.74
Arrow DWA Tactical A DWTFX 0.58 4.45 0.98 8.74 3.54 6.87
Arrow DWA Tactical Institutional DWTNX 0.58 4.64 1.07 9.01 3.79 7.16
Arrow DWA Tactical C DWTTX 0.51 4.26 0.82 7.95 2.76 6.10
Eaton Vance Rich Bern All Asst Strat A EARAX 1.02 5.25 2.60 11.07 4.10 6.15
Eaton Vance Rich Bern All Asst Strat C ECRAX 0.89 4.95 2.34 10.15 3.30 5.33
Eaton Vance Rich Bern All Asst Strat I EIRAX 1.02 5.31 2.66 11.32 4.34 6.41
Eagle Tactical Allocation A ETAFX 1.08 2.25 1.56 4.48 --- ---
Eagle Tactical Allocation C ETDFX 1.02 2.05 1.43 3.66 --- ---
Stadion Tactical Growth A ETFAX 0.83 2.52 1.01 12.87 5.87 ---
Stadion Tactical Growth C ETFCX 0.75 2.29 0.85 12.03 5.07 ---
Stadion Tactical Growth I ETFOX 0.73 2.60 1.10 13.08 6.12 7.44
Stadion Tactical Defensive A ETFRX 1.14 5.05 2.97 13.36 3.73 5.10
Stadion Tactical Defensive I ETFWX 1.04 5.06 2.93 13.54 3.95 5.29
Stadion Tactical Defensive C ETFZX 0.95 4.65 2.63 12.38 2.90 4.26
Eagle Tactical Allocation I ETIFX 1.08 2.38 1.62 4.78 --- ---
Eagle Tactical Allocation R3 ETRFX 1.08 2.25 1.56 4.21 --- ---
Eagle Tactical Allocation R5 ETSFX 1.08 2.38 1.69 4.78 --- ---
Eagle Tactical Allocation R6 ETUFX 1.07 2.38 1.69 4.88 --- ---
EValuator Tactically Managed RMS R4 EVFTX 0.86 3.43 2.23 --- --- ---
EValuator Tactically Managed RMS Service EVTTX 0.86 3.44 2.24 --- --- ---
Meeder Balanced Retail FLDFX 1.35 5.12 3.39 9.89 4.03 6.85
Meeder Muirfield Adviser FLMAX 1.54 6.47 4.02 --- --- ---
Meeder Muirfield Retail FLMFX 1.55 6.48 4.03 13.45 5.60 9.44
Meeder Muirfield Institutional FLMIX 1.54 6.47 4.17 --- --- ---
Federated Managed Volatility A FVOAX 1.41 6.12 3.95 12.41 --- ---
Federated Managed Volatility C FVOCX 1.46 6.01 3.79 11.73 --- ---
Federated Managed Volatility Instl FVOIX 1.42 6.23 3.92 12.71 --- ---
PSI Calendar Effects A FXCAX 0.94 2.66 2.44 -0.04 0.94 ---
PSI Strategic Growth A FXSAX 0.68 6.06 4.45 6.05 1.04 2.31
PSI Tactical Growth A FXTAX 1.75 3.67 2.53 4.60 -1.86 1.33
Gabelli Global Rising Income and Div C GACCX 1.61 7.54 5.20 10.14 4.01 4.92
Gabelli Global Rising Income and Div A GAGAX 1.69 7.83 5.43 10.95 4.78 6.35
Gabelli Global Rising Income and Div AAA GAGCX 1.70 7.85 5.40 10.95 4.86 6.43
Gabelli Global Rising Income and Div I GAGIX 1.77 8.08 5.59 11.52 5.13 6.68
Goldman Sachs Dynamic Allocation A GDAFX 1.55 4.50 3.67 9.64 1.80 2.69
Goldman Sachs Dynamic Allocation C GDCFX 1.53 4.19 3.43 8.74 1.02 1.93
Goldman Sachs Dynamic Allocation IR GDHFX 1.63 4.55 3.63 9.88 2.04 2.94
Goldman Sachs Dynamic Allocation R6 GDHUX 1.53 4.53 3.71 9.95 --- ---
Goldman Sachs Dynamic Allocation Instl GDIFX 1.63 4.63 3.71 10.05 2.19 3.09
Goldman Sachs Dynamic Allocation R GDRFX 1.47 4.35 3.51 9.21 1.52 2.43
Good Harbor Tactical Select A GHSAX 0.88 5.95 3.40 10.52 --- ---
Good Harbor Tactical Select C GHSCX 0.89 5.68 3.23 9.79 --- ---
Good Harbor Tactical Select I GHSIX 0.88 5.92 3.39 10.82 --- ---
Good Harbor Tactical Core US A GHUAX 1.10 1.82 1.00 13.13 -1.53 ---
Good Harbor Tactical Core US C GHUCX 1.04 1.56 0.83 12.31 -2.27 ---
Good Harbor Tactical Core US I GHUIX 1.09 1.90 1.09 13.47 -1.27 ---
Goldman Sachs Balanced Strategy A GIPAX 0.92 4.09 2.76 7.29 3.06 4.56
Goldman Sachs Balanced Strategy C GIPCX 0.94 3.83 2.69 6.61 2.32 3.78
Goldman Sachs Balanced Strategy Instl GIPIX 1.01 4.28 2.95 7.82 3.48 4.99
Goldman Sachs Balanced Strategy R GIPRX 0.96 4.05 2.81 7.08 2.90 4.36
Goldman Sachs Balanced Strategy Svc GIPSX 0.98 4.03 2.81 7.20 3.22 4.61
Goldman Sachs Balanced Strategy IR GIPTX 0.98 4.17 2.93 7.59 3.34 4.83
Goldman Sachs Balanced Strategy R6 GIPUX 1.01 4.18 2.95 7.72 --- ---
GuidePath® Tactical Allocation Instl GITUX 1.27 6.70 3.92 11.00 2.15 ---
Invesco Macro Allocation Strategy A GMSDX 0.76 0.76 0.43 7.28 4.65 ---
Invesco Macro Allocation Strategy C GMSEX 0.65 0.43 0.22 6.45 3.88 ---
Invesco Macro Allocation Strategy Y GMSHX 0.76 0.76 0.43 7.54 4.93 ---
Invesco Macro Allocation Strategy R GMSJX 0.76 0.65 0.32 7.06 4.41 ---
Invesco Macro Allocation Strategy R5 GMSKX 0.76 0.76 0.43 7.55 4.93 ---
Invesco Macro Allocation Strategy R6 GMSLX 0.76 0.87 0.54 7.56 4.93 ---
Ginkgo Multi-Strategy Investor GNKIX -1.74 -2.70 -4.05 -4.96 -4.96 0.15
Goldman Sachs Growth & Inc Strat A GOIAX 1.28 5.94 3.81 10.33 4.06 6.09
Goldman Sachs Growth & Inc Strat C GOICX 1.13 5.63 3.54 9.43 3.25 5.27
Goldman Sachs Growth & Inc Strat Instl GOIIX 1.28 6.01 3.89 10.74 4.47 6.51
Goldman Sachs Growth & Inc Strat Svc GOISX 1.26 5.85 3.71 10.16 3.95 5.98
Goldman Sachs Growth & Inc Strat R6 GOIUX 1.36 6.10 3.89 10.74 --- ---
Goldman Sachs Growth & Inc Strat R GPIRX 1.23 5.84 3.69 10.05 3.80 5.83
Goldman Sachs Growth & Inc Strat IR GPITX 1.27 5.94 3.80 10.58 4.32 6.35
GuidePath® Tactical Allocation Svc GPTUX 1.29 6.56 3.75 10.43 1.55 4.32
James Alpha Macro A GRRAX 0.11 -0.76 -0.54 -5.39 -1.95 -1.61
James Alpha Macro C GRRCX 0.00 -1.12 -0.79 -6.19 -2.69 -2.37
James Alpha Macro I GRRIX 0.11 -0.65 -0.55 -5.20 -1.70 -1.38
Tactical Asset Allocation A GVTAX 0.73 2.00 1.25 5.54 0.16 ---
Tactical Asset Allocation I GVTIX 0.72 1.98 1.24 5.85 0.41 ---
Horizon Active Asset Allocation A HASAX 1.69 8.32 5.16 12.29 --- ---
Horizon Active Asset Allocation I HASIX 1.69 8.39 5.24 --- --- ---
Direxion Hilton Tactical Income A HCYAX 1.87 3.00 1.79 11.14 5.14 ---
Direxion Hilton Tactical Income C HCYCX 1.87 2.82 1.67 10.33 --- ---
Direxion Hilton Tactical Income Instl HCYIX 1.95 3.14 1.91 11.47 5.43 ---
Hundredfold Select Alternative Inv HFSAX 1.36 4.81 2.79 9.49 5.28 ---
Hancock Horizon Diversified Income Inv HHIAX 1.46 2.96 1.28 7.92 -0.40 ---
Hancock Horizon Diversified Income C HHICX 1.41 2.80 1.11 7.14 -1.16 ---
Hancock Horizon Diversified Income Instl HHIIX 1.42 3.12 1.36 8.19 -0.17 ---
Hussman Strategic Total Return HSTRX 0.17 1.26 0.58 -0.34 2.77 0.69
Hanlon Tactical Dividend & Momentum A HTDAX 1.68 3.53 0.83 1.15 --- ---
Hanlon Tactical Dividend & Momentum C HTDCX 1.71 3.37 0.63 0.59 --- ---
Hanlon Tactical Dividend & Momentum I HTDIX 1.81 3.68 0.95 1.48 --- ---
Hanlon Tactical Dividend & Momentum R HTDRX 1.81 3.58 0.84 1.16 --- ---
Dynamic US Opportunity I ICSIX 0.87 5.46 2.84 15.17 5.83 5.01
Dynamic US Opportunity N ICSNX 0.96 5.45 2.93 14.98 5.59 4.79
IMS Strategic Income IMSIX -0.34 -1.30 -1.93 -2.85 -12.13 -5.31
Pinnacle Sherman Multi-Strategy Core I IPSHX 1.19 2.02 0.63 8.32 --- ---
Transamerica Dynamic Allocation I ITTOX 1.09 4.13 2.78 9.14 3.62 ---
JHancock Diversified Strategies I JDSIX 0.68 3.20 1.88 6.13 1.98 4.15
JHancock Diversified Strategies A JDSTX 0.68 3.21 1.88 5.93 1.69 3.83
Lazard Capital Allocator Oppc Str Instl LCAIX 1.18 5.67 2.40 10.74 3.79 5.10
Lazard Capital Allocator Oppc Str Open LCAOX 1.19 5.60 2.31 10.37 3.32 4.69
Leuthold Core Investment Retail LCORX 1.21 4.95 2.81 8.20 4.82 7.12
Leuthold Core Investment I LCRIX 1.26 5.05 2.92 8.37 4.95 7.24
Issachar N LIONX 1.08 1.37 0.88 6.00 2.38 ---
QS Strategic Real Return A LRRAX 0.88 2.89 1.06 1.45 -5.20 -1.81
QS Strategic Real Return C LRRCX 0.82 2.60 0.91 0.67 -5.91 -2.56
QS Strategic Real Return I LRRIX 0.95 3.00 1.21 1.76 -4.94 -1.56
QS Strategic Real Return IS LRRSX 0.96 3.04 1.23 1.88 -4.85 -1.46
QS Strategic Real Return A2 LSRAX 0.90 2.83 1.08 1.29 -5.39 ---
Matisse Discounted Cl-End Fd Strat A MDCAX 2.60 10.03 6.02 18.60 6.89 ---
Matisse Discounted Cl-End Fd Strat Instl MDCEX 2.52 10.10 6.02 18.82 7.12 ---
AMG FQ Global Risk-Balanced Z MMAFX 2.13 6.83 4.43 14.79 5.03 4.73
AMG FQ Global Risk-Balanced I MMASX 2.07 6.77 4.37 14.60 4.92 4.64
AMG FQ Global Risk-Balanced N MMAVX 2.07 6.63 4.30 14.21 4.53 4.21
NWM Momentum MOMOX 1.17 3.82 2.38 9.72 9.35 ---
Pioneer Flexible Opportunities R MUARX 2.77 6.40 4.81 5.44 2.87 ---
Sector Rotation Fund NAVFX 1.50 6.47 4.28 12.75 7.00 8.11
VanEck NDR Managed Allocation A NDRMX 1.40 5.70 3.90 --- --- ---
VanEck NDR Managed Allocation I NDRUX 1.44 5.80 3.97 --- --- ---
VanEck NDR Managed Allocation Y NDRYX 1.44 5.81 3.97 --- --- ---
Newfound Risk Managed US Sectors A NFDAX 0.81 5.17 2.05 15.69 --- ---
Newfound Risk Managed US Sectors C NFDCX 0.71 4.87 1.85 14.78 --- ---
Newfound Risk Managed US Sectors I NFDIX 0.77 5.22 2.11 16.11 --- ---
Newfound Risk Managed Global Sectors A NFGAX 0.78 6.58 2.37 11.62 --- ---
Newfound Risk Managed Global Sectors C NFGCX 0.79 6.36 2.20 10.75 --- ---
Newfound Risk Managed Global Sectors I NFGIX 0.78 6.69 2.47 11.85 --- ---
Newfound Multi-Asset Income A NFMAX 1.43 4.18 2.47 7.69 --- ---
Newfound Multi-Asset Income C NFMCX 1.41 3.95 2.24 6.87 --- ---
Newfound Multi-Asset Income I NFMIX 1.48 4.24 2.52 7.90 --- ---
PIMCO All Asset Instl PAAIX 0.43 5.53 3.13 10.39 2.21 3.65
PIMCO All Asset Admin PAALX 0.43 5.37 2.98 10.10 1.95 3.39
Putnam Dynamic Asset Allocation Cnsrv A PACAX 1.27 3.54 2.59 6.74 4.64 6.11
Putnam Dynamic Asset Allocation Cnsrv B PACBX 1.12 3.21 2.33 5.80 3.87 5.30
Putnam Dynamic Asset Allocation Cnsrv C PACCX 1.12 3.22 2.34 5.84 3.84 5.30
Putnam Dynamic Asset Allocation Cnsrv R5 PACDX 1.29 3.62 2.64 7.03 4.95 ---
Putnam Dynamic Asset Allocation Cnsrv M PACMX 1.24 3.37 2.48 6.16 4.12 5.57
Putnam Dynamic Asset Allocation Cnsrv R PACRX 1.21 3.44 2.55 6.40 4.40 5.84
Putnam Dynamic Asset Allocation Cnsrv Y PACYX 1.29 3.61 2.64 6.88 4.89 6.35
PIMCO All Asset P PALPX 0.51 5.50 3.10 10.36 2.13 3.56
PIMCO All Asset A PASAX 0.34 5.34 2.94 9.87 1.71 3.15
PIMCO All Asset C PASCX 0.34 5.12 2.81 9.03 0.96 2.38
PIMCO All Asset D PASDX 0.43 5.36 2.96 9.97 1.80 3.24
PIMCO All Asset R PATRX 0.43 5.32 3.00 9.67 1.48 2.90
PIMCO All Asset All Authority A PAUAX 0.57 5.07 2.86 8.88 -0.42 0.76
PIMCO All Asset All Authority C PAUCX 0.46 4.88 2.68 8.05 -1.19 0.00
PIMCO All Asset All Authority D PAUDX 0.57 5.10 2.77 8.85 -0.41 0.79
PIMCO All Asset All Authority Inst PAUIX 0.57 5.16 2.95 9.36 0.01 1.21
PIMCO All Asset All Authority P PAUPX 0.68 5.26 2.93 9.25 -0.06 1.12
BlackRock Tactical Opportunities Instl PBAIX -1.54 -0.15 -1.97 1.81 0.68 3.43
BlackRock Tactical Opportunities K PBAKX -1.47 -0.07 -1.90 --- --- ---
Prudential Income Builder B PBCFX 1.56 3.92 2.04 8.66 3.00 4.50
BlackRock Tactical Opportunities Inv A PCBAX -1.55 -0.22 -1.98 1.49 0.38 3.12
BlackRock Tactical Opportunities Service PCBSX -1.55 -0.22 -1.98 1.56 0.37 3.09
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX 1.30 3.64 2.77 7.10 5.05 ---
Prudential Income Builder C PCCFX 1.45 3.81 2.04 8.55 2.97 4.47
Prudential Income Builder A PCGAX 1.54 4.09 2.24 9.35 3.76 5.28
Prudential Income Builder Q PCGQX 1.49 4.18 2.23 --- --- ---
Prudential Income Builder R PCLRX 1.50 4.02 2.16 9.19 3.51 5.01
Prudential Income Builder Z PDCZX 1.58 4.26 2.31 9.69 4.03 5.54
Pacific Financial Tactical I PFGTX 0.52 1.79 1.26 2.55 0.47 1.86
Pacific Financial Tactical Inv PFTLX 0.43 1.51 1.08 1.85 -0.29 1.09
Pioneer Flexible Opportunities A PMARX 2.92 6.59 5.01 6.02 3.54 5.54
Pioneer Flexible Opportunities Y PMYRX 2.91 6.73 5.06 6.33 3.85 5.85
Pioneer Flexible Opportunities C PRRCX 2.79 6.38 4.77 5.23 2.75 4.74
Pinnacle Sherman Tactical Allocation A PTAFX 0.88 1.97 0.78 3.46 -0.08 ---
Pinnacle Sherman Tactical Allocation C PTCFX 0.80 1.71 0.60 2.65 -0.85 ---
Pinnacle Sherman Tactical Allocation I PTIFX 0.87 2.06 0.77 3.64 0.12 ---
AQR Risk Parity II HV I QRHIX 2.08 4.75 2.80 9.03 1.68 ---
AQR Risk Parity II HV N QRHNX 2.08 4.63 2.68 8.75 1.39 ---
AQR Risk Parity II HV R6 QRHRX 2.20 4.88 2.80 9.23 --- ---
AQR Risk Parity II MV I QRMIX 1.42 3.23 1.98 6.09 1.70 ---
AQR Risk Parity II MV N QRMNX 1.43 3.13 1.88 5.81 1.42 ---
AQR Risk Parity II MV R6 QRMRX 1.42 3.23 1.98 6.08 --- ---
FundX Conservative Upgrader RELAX 1.20 3.37 1.79 10.76 5.17 7.39
American Indep JAForlines Glb Tac Allc I RMAIX 1.63 6.66 4.18 7.60 5.21 ---
AlphaCentric Asset Rotation A ROTAX 0.23 4.27 3.41 0.55 --- ---
AlphaCentric Asset Rotation C ROTCX 0.23 4.02 3.29 -0.21 --- ---
AlphaCentric Asset Rotation I ROTIX 0.23 4.39 3.53 0.85 --- ---
RESQ Dynamic Allocation A RQEAX 0.34 4.90 0.34 9.35 -2.88 ---
RESQ Dynamic Allocation C RQECX 0.35 4.72 0.23 8.67 --- ---
RESQ Dynamic Allocation I RQEIX 0.45 5.08 0.57 9.75 -2.48 ---
SEI Multi-Asset Accumulation F (SIMT) SAAAX 1.67 4.85 3.74 8.02 3.70 4.54
Hundredfold Select Alternative Svc SFHYX 1.28 4.51 2.55 8.50 4.33 5.32
SEI Multi-Asset Income F (SIMT) SIOAX 0.82 3.19 2.03 10.71 5.32 6.95
SEI Multi-Asset Income Y (SIMT) SLIYX 0.84 3.22 2.06 10.82 --- ---
SMI Dynamic Allocation SMIDX 1.54 6.06 3.90 4.54 1.64 ---
SMI Conservative Allocation SMILX 1.28 4.16 2.70 3.17 0.01 4.25
SEI Multi-Asset Accumulation Y (SIMT) SMOYX 1.77 4.95 3.72 7.91 --- ---
Salient Adaptive Growth A SRPAX 1.99 5.27 4.51 10.30 4.55 ---
Salient Adaptive Growth C SRPCX 1.78 4.88 4.08 8.83 3.59 ---
Salient Adaptive Growth I SRPFX 1.82 5.35 4.44 10.50 4.84 ---
Astor Sector Allocation I STARX 1.01 4.25 2.58 12.34 4.32 ---
AmericaFirst Seasonal Rotation A STQAX 2.55 10.41 5.99 16.00 5.10 ---
AmericaFirst Seasonal Rotation I STQIX 2.53 10.65 6.15 16.70 5.60 ---
AmericaFirst Seasonal Rotation U STQUX 2.49 10.35 5.99 15.56 4.57 ---
Teberg TEBRX 1.18 4.90 2.91 9.49 3.97 3.07
Toews Hedged Growth Allocation THGWX 1.53 5.97 3.43 2.69 -0.98 3.83
Topturn OneEighty TTFOX 1.01 4.26 2.61 6.33 --- ---
USAA Managed Allocation UMAFX 1.77 6.48 4.07 7.51 1.76 3.08
USAA Target Managed Allocation UTMAX 0.96 4.15 2.23 11.05 --- ---
Virtus Multi-Asset Trend A VAAAX 0.96 5.10 2.54 7.68 -0.71 2.71
Virtus Multi-Asset Trend C VAACX 0.99 4.81 2.40 6.88 -1.44 1.96
Virtus Multi-Asset Trend I VAISX 1.05 5.18 2.62 7.98 -0.44 2.98
WBI Tactical BA No Load WBADX 0.72 0.82 -0.04 7.65 0.01 1.61
WBI Tactical BA Institutional WBBAX 0.79 0.99 0.03 7.91 0.33 1.92
WBI Tactical BP Institutional WBBPX 0.26 1.95 0.85 7.37 1.06 ---
WBI Tactical DG Institutional WBDGX 1.38 3.79 2.29 11.07 -0.75 4.33
WBI Tactical DI Institutional WBDIX 1.55 5.31 3.60 16.31 -0.82 ---
WBI Tactical DI No Load WBDNX 1.52 5.38 3.78 16.17 -0.95 ---
WBI Tactical DG No Load WBIDX 1.37 3.70 2.19 10.78 -1.02 3.99
WBI Tactical BP No Load WBPNX 0.25 1.84 0.74 7.10 0.83 ---
InvestEd Conservative WICAX 0.58 2.76 1.16 5.47 2.63 4.69
WesMark Tactical Opportunity WMKTX 1.51 --- --- --- --- ---
WOA All Asset I Class I WOAIX 1.71 5.03 3.78 7.82 1.67 3.98
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