Tactical Allocation: Total Returns

Data through 6/21/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Tactical Allocation -0.26 -0.15 -0.10 6.70 3.83 5.13
Horizon Active Asset Allocation Investor AAANX -0.15 3.93 -0.30 14.25 7.61 8.99
Absolute Capital Asset Allocator A AAMAX 0.45 1.81 0.00 8.55 --- ---
Absolute Capital Asset Allocator Inv AAMCX 0.36 1.46 -0.18 7.75 --- ---
Absolute Capital Asset Allocator Instl AAMIX 0.45 1.81 0.00 8.55 --- ---
American Indep Glbl Tac Allc A AARMX -1.77 -1.52 -2.02 6.14 4.50 ---
AmericaFirst Tactical Alpha A ABRFX 2.02 6.23 6.31 11.26 4.45 8.23
AmericaFirst Tactical Alpha U ABRUX 1.94 5.90 6.07 10.63 3.90 7.67
AmericaFirst Tactical Alpha I ABRWX 2.05 6.65 6.49 12.29 5.52 9.21
Salient Adaptive Balanced Instl ACGAX -1.84 -1.94 -1.71 5.27 0.40 2.27
Absolute Capital Defender A ACMAX 0.56 1.22 0.37 6.08 --- ---
Absolute Capital Defender Investor ACMDX 0.57 0.85 0.19 5.35 --- ---
Absolute Capital Defender Institutional ACMIX 0.56 1.22 0.37 6.08 --- ---
American Indep Glbl Tac Allc C ACRMX -1.89 -1.89 -2.23 5.44 3.86 ---
AllianzGI Global Dynamic Allocation R6 ADYFX -1.15 -2.52 -1.69 5.18 --- ---
AmericaFirst Quantitative Strategies A AFIAX 0.64 -1.57 0.80 10.00 2.61 4.65
AmericaFirst Quantitative Strategies I AFIIX 0.65 -1.44 0.82 10.18 2.51 ---
AmericaFirst Quantitative Strategies C AFISX 0.48 -1.87 0.64 9.58 1.95 3.92
AmericaFirst Income A AFPAX 0.95 -1.63 4.87 0.81 1.06 1.65
AmericaFirst Income I AFPIX 0.95 -1.23 5.12 1.57 1.91 2.45
AmericaFirst Income U AFPUX 0.75 -1.92 4.67 0.09 0.53 1.11
AllianzGI Global Dynamic Allocation Inst AGAIX -1.20 -2.51 -1.74 5.17 3.81 5.53
Salient Adaptive Balanced Investor AGALX -1.92 -2.21 -1.84 4.68 -0.11 1.75
AllianzGI Global Dynamic Allocation Adm AGFAX -1.20 -2.62 -1.79 4.87 3.56 5.27
Salient Adaptive Balanced C AGGGX -1.94 -2.36 -1.91 4.20 -0.59 1.26
AllianzGI Global Dynamic Allocation P AGSPX -1.21 -2.58 -1.75 5.02 3.72 5.43
Salient Adaptive Income Institutional AIAAX -1.01 -2.20 -1.85 3.50 1.44 3.27
Salient Adaptive Income C AIACX -1.03 -2.62 -2.12 2.50 0.42 2.25
Salient Adaptive Income Investor AIAIX -0.98 -2.37 -1.98 3.03 0.95 2.78
Salient Adaptive Income A AILAX -0.96 -2.30 -1.92 3.26 1.19 3.02
ALPS/Stadion Tactical Growth III ALSGX 1.59 4.92 2.01 13.43 6.78 ---
ALPS/Stadion Core ETF III ALSTX -0.33 -0.17 0.08 5.93 5.30 ---
Salient Adaptive Balanced A AOGAX -1.85 -2.10 -1.80 4.85 0.05 1.91
Pinnacle Sherman Multi-Strategy Core A APSHX 0.45 -1.68 -1.41 5.30 --- ---
AQR Risk Parity I AQRIX -1.95 -2.55 -0.93 6.55 4.14 5.40
AQR Risk Parity N AQRNX -1.85 -2.65 -0.93 6.32 3.90 5.13
AQR Risk Parity R6 AQRRX -1.84 -2.54 -0.83 6.74 4.23 ---
AllianzGI Global Dynamic Allocation C ASACX -1.29 -2.98 -1.99 4.06 2.76 4.45
AllianzGI Global Dynamic Allocation R ASFRX -1.26 -2.83 -1.90 4.50 3.23 4.96
AllianzGI Global Dynamic Allocation A ASGAX -1.20 -2.66 -1.79 4.88 3.54 5.26
Astor Sector Allocation A ASPGX 0.84 3.25 0.84 13.78 5.09 8.68
Astor Dynamic Allocation I ASTIX 0.00 3.07 1.40 12.69 6.92 7.92
Astor Dynamic Allocation A ASTLX 0.07 3.00 1.33 12.44 6.68 7.64
Astor Dynamic Allocation C ASTZX -0.08 2.57 1.15 11.52 5.85 6.84
Arabesque Systematic USA Institutional ASUIX 2.65 10.32 4.47 20.06 --- ---
ATAC Inflation Rotation Investor ATACX 3.75 8.24 6.74 25.73 12.17 6.95
ATAC Inflation Rotation Institutional ATCIX 3.78 --- --- --- --- ---
Transamerica Dynamic Allocation A ATTRX 0.41 1.76 1.16 8.31 4.04 6.57
Transamerica Dynamic Allocation T1 ATTTX 0.50 1.75 1.16 8.33 --- ---
BlackRock Multi-Asset Income Investor A BAICX -0.33 -1.05 0.14 2.66 3.58 4.70
BlackRock Multi-Asset Income Investor C BCICX -0.39 -1.30 -0.05 1.92 2.81 3.93
Beech Hill Total Return A BHTAX -0.08 0.39 0.39 14.15 4.90 7.62
Beech Hill Total Return C BHTCX -0.08 0.00 0.24 13.31 4.10 6.84
BlackRock Multi-Asset Income Instl BIICX -0.40 -0.93 0.11 2.92 3.81 4.95
BlackRock Multi-Asset Income Portfolio K BKMIX -0.30 -0.82 0.21 3.26 --- ---
Meeder Balanced Adviser BLNAX 0.26 0.94 0.68 8.61 --- ---
Meeder Balanced Institutional BLNIX 0.17 0.94 0.68 8.75 --- ---
BlackRock Tactical Opportunities Inv C BRBCX 0.27 4.81 2.75 9.08 2.14 4.04
AB Global Risk Allocation B CABBX -1.41 -1.34 0.89 4.55 2.76 4.19
AB Global Risk Allocation I CABIX -1.27 -0.79 1.24 5.78 4.00 5.42
AB Global Risk Allocation A CABNX -1.33 -0.97 1.12 5.41 3.59 5.00
Cavalier Dynamic Growth C CADYX -0.53 -4.97 -0.21 -4.11 0.27 6.21
Cavalier Growth Opportunities A CAGOX 0.99 --- --- --- --- ---
Cornerstone Advisors Income Opps Instl CAIOX -0.32 1.76 1.22 6.84 1.48 2.80
Columbia Adaptive Risk Allocation Adv CARRX -0.09 0.18 0.74 6.48 6.17 ---
Columbia Adaptive Risk Allocation Inst3 CARYX 0.00 0.28 0.83 6.61 6.29 ---
Cavalier Growth Opportunities C CATDX 0.89 4.76 -0.29 18.16 9.59 10.48
Cavalier Growth Opportunities Instl CATEX 0.97 5.20 -0.06 19.28 10.72 11.45
Cavalier Tactical Rotation C CATOX -1.27 -0.60 0.00 6.79 4.25 7.84
Cavalier Tactical Rotation A CAVTX -1.12 --- --- --- --- ---
AB Global Risk Allocation C CBACX -1.39 -1.33 0.95 4.63 2.82 4.22
AB Global Risk Allocation K CBSKX -1.34 -0.98 1.12 5.38 3.55 4.97
AB Global Risk Allocation R CBSRX -1.35 -1.10 1.07 5.05 3.25 4.65
AB Global Risk Allocation Adv CBSYX -1.32 -0.85 1.17 5.71 3.84 5.27
Chadwick & D'Amato CDFFX 0.09 -5.76 -0.88 3.22 -0.32 2.08
Cavalier Dynamic Growth Institutional CDYGX -0.50 -4.56 0.00 -3.21 1.26 7.25
AdvisorOne CLS Shelter N CLSHX -0.88 0.62 -0.95 12.23 7.82 10.32
Pinnacle Sherman Multi-Strategy Core C CPSHX 0.37 -2.06 -1.62 4.52 --- ---
Columbia Adaptive Risk Allocation A CRAAX -0.09 0.09 0.75 6.29 5.88 6.40
Columbia Adaptive Risk Allocation C CRACX -0.10 -0.29 0.58 5.49 5.14 5.60
Columbia Adaptive Risk Allocation T CRAWX -0.09 0.09 0.75 6.28 5.91 6.44
Columbia Adaptive Risk Allocation Inst CRAZX 0.00 0.28 0.83 6.57 6.18 6.69
Columbia Adaptive Risk Allocation Inst2 CRDRX 0.00 0.28 0.83 6.55 6.22 6.76
Columbia Adaptive Risk Allocation R CRKRX -0.09 -0.09 0.66 6.05 5.64 6.14
Astor Sector Allocation C CSPGX 0.76 2.86 0.58 12.75 4.30 7.85
Cavalier Tactical Rotation Institutional CTROX -1.14 -0.07 0.36 7.87 5.34 8.72
Transamerica Dynamic Allocation C CTTRX 0.33 1.35 0.92 7.48 3.27 5.78
CVR Dynamic Allocation Institutional CVRAX -0.36 -1.41 -1.24 4.04 1.21 ---
Spouting Rock/Convex Glbl Dyn Risk Adv CVXAX 0.00 -0.46 0.55 5.78 3.98 ---
Spouting Rock/Convex Glbl Dyn Risk Instl CVXIX 0.09 -0.27 0.64 6.18 4.24 ---
Day Hagan Tactical Allocation A DHAAX -0.69 0.00 0.00 5.47 2.64 4.36
Day Hagan Tactical Allocation C DHACX -0.74 -0.37 -0.19 4.64 1.89 3.58
Day Hagan Tactical Allocation I DHAIX -0.69 0.00 0.09 5.71 2.93 ---
DoubleLine Multi-Asset Growth A DMLAX -1.67 -0.99 -0.57 3.43 5.41 5.13
DoubleLine Multi-Asset Growth I DMLIX -1.66 -0.92 -0.51 3.66 5.72 5.40
Arrow DWA Tactical A DWTFX -1.11 2.19 -0.74 12.23 5.22 7.91
Arrow DWA Tactical Institutional DWTNX -1.01 2.38 -0.65 12.58 5.49 8.18
Arrow DWA Tactical C DWTTX -1.18 1.73 -0.99 11.34 4.40 7.09
Eaton Vance Rich Bern All Asst Strat A EARAX -1.34 0.07 -1.73 8.04 6.33 6.49
Eaton Vance Rich Bern All Asst Strat C ECRAX -1.36 -0.28 -1.90 7.26 5.55 5.70
Eaton Vance Rich Bern All Asst Strat I EIRAX -1.33 0.14 -1.72 8.26 6.58 6.75
Carillon Cougar Tactical Allocation A ETAFX 0.31 1.68 1.18 9.37 --- ---
Carillon Cougar Tactical Allocation C ETDFX 0.25 1.38 0.94 8.55 --- ---
Stadion Tactical Growth A ETFAX 1.62 4.75 2.03 13.15 6.62 8.91
Stadion Tactical Growth C ETFCX 1.59 4.39 1.76 12.30 5.82 8.09
Stadion Tactical Growth T ETFDX 1.60 4.71 1.93 --- --- ---
Stadion Tactical Defensive T ETFHX 1.50 1.12 1.12 --- --- ---
Stadion Tactical Growth I ETFOX 1.68 4.87 2.09 13.43 6.89 9.18
Stadion Tactical Defensive A ETFRX 1.58 1.12 1.05 8.93 5.99 5.46
Stadion Tactical Defensive I ETFWX 1.55 1.18 1.10 9.16 6.22 5.68
Stadion Tactical Defensive C ETFZX 1.45 0.72 0.80 8.04 5.15 4.64
Carillon Cougar Tactical Allocation I ETIFX 0.37 1.87 1.24 9.69 --- ---
Carillon Cougar Tactical Allocation R3 ETRFX 0.31 1.62 1.12 9.14 --- ---
Carillon Cougar Tactical Allocation R5 ETSFX 0.31 1.80 1.18 9.71 --- ---
Carillon Cougar Tactical Allocation R6 ETUFX 0.37 1.93 1.24 9.84 --- ---
Carillon Cougar Tactical Allocation Y ETYFX 0.31 1.68 1.12 --- --- ---
EValuator Tactically Managed RMS R4 EVFTX -1.58 -0.66 -1.76 5.90 --- ---
EValuator Tactically Managed RMS Service EVTTX -1.59 -0.57 -1.68 5.96 --- ---
Meeder Balanced Retail FLDFX 0.17 0.78 0.60 8.26 4.60 7.53
Meeder Muirfield Adviser FLMAX -0.13 2.38 1.04 13.35 --- ---
Meeder Muirfield Retail FLMFX 0.00 2.25 1.05 13.32 6.41 10.60
Meeder Muirfield Institutional FLMIX -0.13 2.38 1.04 13.61 --- ---
PSI Opportunistic A FXCAX 3.97 -1.58 -0.30 0.61 3.14 ---
PSI Strategic Growth A FXSAX -0.92 -15.03 -6.66 -6.21 -1.02 0.16
PSI Tactical Growth A FXTAX 0.90 0.50 3.07 7.72 -0.34 2.00
Gabelli Global Rising Income and Div C GACCX -2.64 -3.31 -2.59 4.21 5.59 5.87
Gabelli Global Rising Income and Div A GAGAX -2.62 -3.01 -2.40 4.99 6.39 6.58
Gabelli Global Rising Income and Div AAA GAGCX -2.62 -3.01 -2.44 4.93 6.46 6.64
Gabelli Global Rising Income and Div I GAGIX -2.56 -2.74 -2.28 5.61 6.87 7.01
Goldman Sachs Balanced Strategy P GAOPX -1.05 --- --- --- --- ---
Goldman Sachs Growth & Inc Strat P GGSPX -1.51 --- --- --- --- ---
Good Harbor Tactical Select A GHSAX -0.83 -1.91 -1.19 4.74 --- ---
Good Harbor Tactical Select C GHSCX -0.93 -2.20 -1.30 4.12 --- ---
Good Harbor Tactical Select I GHSIX -0.82 -1.72 -1.10 5.14 5.44 ---
Good Harbor Tactical Core US A GHUAX 2.72 4.09 4.59 6.32 5.11 1.05
Good Harbor Tactical Core US C GHUCX 2.54 3.65 4.37 5.42 4.32 0.28
Good Harbor Tactical Core US I GHUIX 2.69 4.23 4.72 6.53 5.37 1.28
Goldman Sachs Balanced Strategy A GIPAX -1.14 -1.93 -2.10 3.29 3.80 4.67
Goldman Sachs Balanced Strategy C GIPCX -1.22 -2.25 -2.25 2.56 3.03 3.90
Goldman Sachs Balanced Strategy Instl GIPIX -1.14 -1.75 -2.00 3.70 4.21 5.07
Goldman Sachs Balanced Strategy R GIPRX -1.14 -1.90 -2.07 3.09 3.64 4.47
Goldman Sachs Balanced Strategy Svc GIPSX -1.12 -1.93 -2.02 3.23 3.97 4.72
Goldman Sachs Balanced Strategy Inv GIPTX -1.14 -1.79 -1.96 3.56 4.07 4.92
Goldman Sachs Balanced Strategy R6 GIPUX -1.05 -1.66 -1.92 3.71 --- ---
GuidePath® Tactical Allocation Instl GITUX 1.51 3.62 2.05 14.13 5.83 6.04
Invesco Macro Allocation Strategy A GMSDX -2.17 0.21 1.39 5.69 5.38 ---
Invesco Macro Allocation Strategy C GMSEX -2.19 -0.11 1.19 4.94 4.61 ---
Invesco Macro Allocation Strategy Y GMSHX -2.26 0.32 1.38 5.89 5.63 4.98
Invesco Macro Allocation Strategy R GMSJX -2.27 0.11 1.28 5.47 5.11 ---
Invesco Macro Allocation Strategy R5 GMSKX -2.16 0.32 1.38 6.00 5.63 ---
Invesco Macro Allocation Strategy R6 GMSLX -2.26 0.32 1.39 5.90 5.60 ---
Goldman Sachs Growth & Inc Strat A GOIAX -1.52 -1.23 -2.15 6.59 5.42 6.56
Goldman Sachs Growth & Inc Strat C GOICX -1.56 -1.52 -2.31 5.83 4.63 5.76
Goldman Sachs Growth & Inc Strat Instl GOIIX -1.44 -0.99 -1.98 7.07 5.85 6.98
Goldman Sachs Growth & Inc Strat Svc GOISX -1.45 -1.19 -2.11 6.49 5.33 6.46
Goldman Sachs Growth & Inc Strat R6 GOIUX -1.44 -1.06 -2.05 7.00 --- ---
Goldman Sachs Growth & Inc Strat R GPIRX -1.46 -1.23 -2.16 6.35 5.18 6.31
Goldman Sachs Growth & Inc Strat Inv GPITX -1.45 -1.03 -2.03 6.90 5.72 6.83
GuidePath® Tactical Allocation Svc GPTUX 1.51 3.35 1.87 13.46 5.19 5.42
James Alpha Macro A GRRAX -2.57 -1.73 -0.66 -0.22 -3.19 -1.77
James Alpha Macro C GRRCX -2.69 -2.14 -0.91 -1.03 -3.91 -2.51
James Alpha Macro I GRRIX -2.56 -1.62 -0.55 0.00 -2.93 -1.54
James Alpha Macro Portfolio S GRRSX -2.56 -1.62 -0.54 --- --- ---
Hartford Multi-Asset Income A HAFAX -0.18 2.05 1.14 6.52 4.07 ---
Hartford Multi-Asset Income F HAFDX -0.04 2.15 1.31 6.65 --- ---
Hartford Multi-Asset Income I HAFIX -0.16 2.11 1.18 6.55 4.28 ---
Hartford Multi-Asset Income R3 HAFRX -0.08 2.02 1.13 6.43 3.86 ---
Hartford Multi-Asset Income R4 HAFSX -0.18 1.94 1.15 6.39 4.05 ---
Hartford Multi-Asset Income R5 HAFTX -0.16 2.10 1.17 6.53 4.23 ---
Hartford Multi-Asset Income Y HAFYX -0.05 2.14 1.31 6.74 4.35 ---
Hartford Multi-Asset Income C HAICX -0.24 1.65 0.96 5.69 3.34 ---
Horizon Active Asset Allocation A HASAX -0.15 3.86 -0.30 14.11 --- ---
Horizon Active Asset Allocation I HASIX -0.15 4.00 -0.23 14.41 --- ---
Hilton Tactical Income A HCYAX -0.43 0.63 1.07 5.78 5.88 ---
Hilton Tactical Income C HCYCX -0.43 0.27 0.89 5.04 5.11 ---
Hilton Tactical Income Instl HCYIX -0.41 0.69 1.13 6.03 6.14 ---
Hancock Horizon Dynamic Asset Allc Inv HDAAX -0.57 -1.69 -1.63 4.70 2.34 ---
Hancock Horizon Dynamic Asset Allc C HDACX -0.64 -2.02 -1.83 3.97 1.60 ---
Hancock Horizon Dynamic Asset Allc Instl HDAIX -0.57 -1.56 -1.63 4.98 2.61 ---
Hundredfold Select Alternative Inv HFSAX 0.44 1.03 -0.25 4.76 6.40 5.79
Hancock Horizon Diversified Income Inv HHIAX 1.55 0.12 2.90 2.22 1.39 1.86
Hancock Horizon Diversified Income C HHICX 1.48 -0.16 2.68 1.50 0.63 1.11
Hancock Horizon Diversified Income Instl HHIIX 1.55 0.33 2.99 2.51 1.63 2.11
Hussman Strategic Total Return HSTRX 0.42 -1.19 -0.03 -0.91 1.73 2.10
Hanlon Tactical Dividend & Momentum A HTDAX 0.37 2.16 0.46 11.65 --- ---
Hanlon Tactical Dividend & Momentum C HTDCX 0.28 1.72 0.28 10.83 --- ---
Hanlon Tactical Dividend & Momentum I HTDIX 0.47 2.28 0.65 12.09 --- ---
Hanlon Tactical Dividend & Momentum R HTDRX 0.37 1.99 0.47 11.48 --- ---
Dynamic US Opportunity I ICSIX 0.08 3.24 3.49 10.00 10.45 7.03
Dynamic US Opportunity N ICSNX 0.08 3.07 3.41 9.81 10.16 6.79
IMS Strategic Income IMSIX -0.01 -7.73 -1.58 -10.95 -12.37 -9.04
Pinnacle Sherman Multi-Strategy Core I IPSHX 0.45 -1.58 -1.32 5.59 --- ---
Transamerica Dynamic Allocation I ITTOX 0.41 1.85 1.17 8.54 4.31 6.84
JHancock Diversified Strategies I JDSIX 0.10 -1.26 0.89 1.58 1.84 3.16
JHancock Diversified Strategies A JDSTX 0.00 -1.55 0.79 1.09 1.50 2.80
Lazard Capital Allocator Oppc Str Instl LCAIX -2.80 -1.89 -1.42 7.02 5.19 6.78
Lazard Capital Allocator Oppc Str Open LCAOX -2.82 -2.09 -1.53 6.63 4.69 6.35
Leuthold Core Investment Retail LCORX -0.37 0.10 -2.41 8.06 5.29 8.07
Leuthold Core Investment I LCRIX -0.34 0.20 -2.37 8.16 5.41 8.19
Issachar N LIONX 0.87 4.91 0.48 1.96 2.86 ---
QS Strategic Real Return A LRRAX -1.56 0.08 0.00 9.39 1.24 0.48
QS Strategic Real Return C LRRCX -1.61 -0.26 -0.17 8.55 0.47 -0.28
QS Strategic Real Return I LRRIX -1.45 0.25 0.08 9.71 1.51 0.75
QS Strategic Real Return IS LRRSX -1.47 0.25 0.08 9.75 1.59 0.83
QS Strategic Real Return A2 LSRAX -1.50 0.00 0.00 9.12 1.05 0.27
Matisse Discounted Cl-End Fd Strat Instl MDCEX -1.27 -2.73 -2.65 4.45 7.52 8.21
AMG FQ Global Risk-Balanced Z MMAFX -0.38 -1.87 1.55 5.23 5.88 6.84
AMG FQ Global Risk-Balanced I MMASX -0.38 -1.87 1.62 5.23 5.81 6.78
AMG FQ Global Risk-Balanced N MMAVX -0.45 -2.07 1.49 4.82 5.41 6.34
Power Momentum Index A MOJAX 0.19 -1.38 -1.74 8.53 --- ---
Power Momentum Index C MOJCX 0.09 -1.76 -1.95 7.67 --- ---
Power Momentum Index I MOJOX 0.09 -1.28 -1.73 8.74 --- ---
NWM Momentum MOMOX 1.83 -1.77 -4.03 3.84 10.26 ---
ACR Multi-Strategy Quality Ret (MQR) A MQRAX -0.17 1.32 1.58 11.55 6.07 ---
ACR Multi-Strategy Quality Ret (MQR) I MQRIX -0.17 1.40 1.67 11.79 6.24 ---
Pioneer Flexible Opportunities R MUARX -2.70 1.21 -3.67 12.78 5.18 ---
Sector Rotation Fund NAVFX 2.29 6.77 2.51 18.83 8.75 10.93
VanEck NDR Managed Allocation A NDRMX -1.16 -1.23 -0.96 5.19 --- ---
VanEck NDR Managed Allocation I NDRUX -1.16 -1.09 -0.89 5.51 --- ---
VanEck NDR Managed Allocation Y NDRYX -1.16 -1.12 -0.89 5.47 --- ---
Newfound Risk Managed US Sectors A NFDAX -0.37 -1.26 -0.72 7.50 3.76 ---
Newfound Risk Managed US Sectors I NFDIX -0.36 -1.21 -0.67 7.92 4.12 ---
Newfound Risk Managed Global Sectors A NFGAX -2.86 -1.67 -0.80 6.84 3.51 ---
Newfound Risk Managed Global Sectors I NFGIX -2.85 -1.58 -0.79 7.03 3.75 ---
Newfound Multi-Asset Income A NFMAX 1.16 -3.31 -0.72 -0.64 1.79 ---
Newfound Multi-Asset Income C NFMCX 1.17 -3.69 -0.90 -1.36 1.06 ---
Newfound Multi-Asset Income I NFMIX 1.27 -3.23 -0.64 -0.39 2.06 ---
PIMCO All Asset Instl PAAIX -1.81 -2.44 -2.54 4.42 4.67 4.04
PIMCO All Asset Admin PAALX -1.86 -2.62 -2.67 4.16 4.41 3.78
PIMCO All Asset I-3 PAANX -1.73 --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv A PACAX 0.24 -0.95 1.01 3.71 3.67 5.82
Putnam Dynamic Asset Allocation Cnsrv B PACBX 0.18 -1.32 0.74 2.96 2.90 5.03
Putnam Dynamic Asset Allocation Cnsrv C PACCX 0.19 -1.33 0.83 2.98 2.89 5.04
Putnam Dynamic Asset Allocation Cnsrv R5 PACDX 0.18 -0.90 0.99 3.98 3.96 6.14
Putnam Dynamic Asset Allocation Cnsrv M PACMX 0.11 -1.20 0.80 3.14 3.13 5.28
Putnam Dynamic Asset Allocation Cnsrv R PACRX 0.21 -1.06 0.91 3.44 3.40 5.55
Putnam Dynamic Asset Allocation Cnsrv Y PACYX 0.26 -0.84 1.06 4.02 3.93 6.09
PIMCO All Asset I2 PALPX -1.83 -2.55 -2.64 4.32 4.56 3.94
PIMCO All Asset A PASAX -1.81 -2.69 -2.70 3.97 4.19 3.53
PIMCO All Asset C PASCX -1.87 -3.00 -2.85 3.25 3.41 2.77
PIMCO All Asset R PATRX -1.78 -2.73 -2.68 3.76 3.91 3.27
PIMCO All Asset All Authority A PAUAX -2.52 -4.03 -3.51 1.64 2.33 0.98
PIMCO All Asset All Authority C PAUCX -2.55 -4.33 -3.76 0.91 1.56 0.22
PIMCO All Asset All Authority Inst PAUIX -2.55 -3.85 -3.43 2.08 2.79 1.43
PIMCO All Asset All Authority I-3 PAUNX -2.54 --- --- --- --- ---
PIMCO All Asset All Authority I2 PAUPX -2.45 -3.89 -3.44 1.99 2.69 1.32
BlackRock Tactical Opportunities Instl PBAIX 0.33 5.27 2.99 10.23 3.18 5.08
BlackRock Tactical Opportunities K PBAKX 0.33 5.35 2.99 10.21 --- ---
PGIM Income Builder B PBCFX 0.16 -0.74 0.45 3.79 2.44 3.90
BlackRock Tactical Opportunities Inv A PCBAX 0.33 5.17 2.94 9.91 2.86 4.75
BlackRock Tactical Opportunities Service PCBSX 0.33 5.23 2.94 10.06 2.93 4.78
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX 0.27 -0.78 1.09 4.04 4.06 6.22
PGIM Income Builder C PCCFX 0.16 -0.74 0.56 3.80 2.44 3.92
PGIM Income Builder A PCGAX 0.22 -0.32 0.73 4.60 3.21 4.71
PGIM Income Builder R6 PCGQX 0.24 -0.32 0.79 4.83 --- ---
PGIM Income Builder R PCLRX 0.20 -0.53 0.56 4.34 2.92 4.43
PGIM Income Builder Z PDCZX 0.24 -0.21 0.79 4.94 3.48 4.96
RiskPro® Tactical 0-30 R PFTEX -0.10 -0.40 0.10 --- --- ---
Pioneer Flexible Opportunities A PMARX -3.20 0.98 -4.01 12.75 5.57 6.95
Pioneer Flexible Opportunities Y PMYRX -3.19 1.03 -4.00 12.98 5.84 7.25
Putnam PanAgora Risk Parity B PPRLX 0.10 -2.65 -0.60 --- --- ---
Putnam PanAgora Risk Parity C PPRNX 0.10 -2.65 -0.60 --- --- ---
Putnam PanAgora Risk Parity R PPROX 0.20 -2.36 -0.40 --- --- ---
Putnam PanAgora Risk Parity A PPRPX 0.10 -2.35 -0.40 --- --- ---
Putnam PanAgora Risk Parity M PPRVX 0.10 -2.46 -0.50 --- --- ---
Putnam PanAgora Risk Parity R6 PPRWX 0.20 -2.16 -0.40 --- --- ---
Putnam PanAgora Risk Parity Y PPRYX 0.20 -2.16 -0.30 --- --- ---
Pioneer Flexible Opportunities C PRRCX -2.69 1.20 -3.60 12.52 4.97 6.27
Pinnacle Sherman Tactical Allocation A PTAFX -0.58 -2.45 -1.43 0.20 0.05 2.46
Pinnacle Sherman Tactical Allocation C PTCFX -0.59 -2.80 -1.57 -0.45 -0.67 1.74
Pinnacle Sherman Tactical Allocation I PTIFX -0.48 -2.34 -1.32 0.55 0.30 2.72
AQR Risk Parity II HV I QRHIX -2.36 -2.03 1.64 12.35 3.60 6.00
AQR Risk Parity II HV N QRHNX -2.36 -2.03 1.64 11.99 3.27 5.69
AQR Risk Parity II HV R6 QRHRX -2.35 -1.91 1.75 12.48 3.67 ---
AQR Risk Parity II MV I QRMIX -1.39 -0.76 1.43 8.61 3.13 4.49
AQR Risk Parity II MV N QRMNX -1.51 -0.87 1.45 8.43 2.87 4.22
AQR Risk Parity II MV R6 QRMRX -1.50 -0.76 1.43 8.73 3.19 ---
FundX Conservative Upgrader RELAX 1.21 4.98 1.70 11.83 6.60 8.28
American Indep Glbl Tac Allc Instl RMAIX -1.85 -1.43 -1.93 6.48 4.86 ---
AlphaCentric Asset Rotation A ROTAX 3.27 -1.46 -3.07 9.45 2.01 ---
AlphaCentric Asset Rotation C ROTCX 3.35 -1.75 -3.14 8.67 1.25 ---
AlphaCentric Asset Rotation I ROTIX 3.38 -1.25 -2.87 9.80 2.30 ---
RESQ Dynamic Allocation A RQEAX -0.31 3.54 -0.21 10.30 -1.57 ---
RESQ Dynamic Allocation C RQECX -0.53 3.06 -0.53 9.52 -2.20 ---
RESQ Dynamic Allocation I RQEIX -0.30 3.70 -0.10 10.71 -1.16 ---
SEI Multi-Asset Accumulation F (SIMT) SAAAX -0.81 -2.00 0.20 4.92 3.33 5.47
Hundredfold Select Alternative Svc SFHYX 0.37 0.62 -0.48 3.85 5.44 4.84
SEI Multi-Asset Income F (SIMT) SIOAX -0.08 -1.04 -0.47 1.49 4.25 4.85
SEI Multi-Asset Income Y (SIMT) SLIYX -0.07 -1.00 -0.35 1.60 4.35 ---
SMI Dynamic Allocation SMIDX -0.84 -1.51 -0.76 4.75 0.44 4.53
SEI Multi-Asset Accumulation Y (SIMT) SMOYX -0.81 -1.79 0.31 5.22 3.59 ---
Salient Adaptive Growth A SRPAX -3.23 -3.23 -1.43 5.19 4.99 6.97
Salient Adaptive Growth C SRPCX -3.26 -3.55 -1.51 4.47 4.08 6.12
Salient Adaptive Growth I SRPFX -3.04 -3.04 -1.27 5.68 5.30 7.28
Astor Sector Allocation I STARX 0.83 3.39 0.83 13.91 5.35 ---
AmericaFirst Seasonal Rotation A STQAX 2.26 -7.15 -3.91 -3.41 3.97 ---
AmericaFirst Seasonal Rotation I STQIX 2.41 -6.75 -3.62 -2.63 4.60 ---
AmericaFirst Seasonal Rotation U STQUX 2.59 -7.03 -4.80 -3.55 3.59 ---
Teberg TEBRX 0.61 3.22 0.96 11.76 2.73 6.30
Toews Tactical Growth Allocation THGWX 0.00 -3.37 -2.27 2.28 -0.64 2.42
Topturn OneEighty TTFOX -0.44 0.62 -0.09 6.52 --- ---
USAA Managed Allocation UMAFX -2.71 -3.34 -5.35 4.23 2.43 4.21
USAA Target Managed Allocation UTMAX -1.71 1.06 0.88 9.32 --- ---
Virtus Rampart Multi-Asset Trend A VAAAX -1.85 -1.07 -1.94 4.12 2.25 2.49
Virtus Rampart Multi-Asset Trend C VAACX -2.00 -1.47 -2.09 3.36 1.50 1.74
Virtus Rampart Multi-Asset Trend I VAISX -1.84 -0.88 -1.84 4.47 2.52 2.76
WesMark Tactical Opportunity WMKTX -0.83 1.22 0.00 6.67 --- ---
WOA All Asset I Class I WOAIX -0.33 0.42 0.17 6.77 4.75 5.76