World Allocation: Total Returns

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Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Allocation 1.44 3.08 -2.69 -7.64 7.09 2.38
DWS RREEF Real Assets A AAAAX 0.53 4.26 -0.75 -1.74 6.62 1.72
DWS RREEF Real Assets C AAAPX 0.51 4.29 -0.90 -2.50 5.82 0.97
DWS RREEF Real Assets R AAAQX 0.45 4.24 -0.82 -2.07 6.36 1.48
DWS RREEF Real Assets S AAASX 0.54 4.19 -0.75 -1.62 6.79 1.88
DWS RREEF Real Assets R6 AAAVX 0.63 4.30 -0.66 -1.50 6.93 ---
DWS RREEF Real Assets T AAAWX 0.53 4.26 -0.64 -1.74 --- ---
DWS RREEF Real Assets Inst AAAZX 0.63 4.30 -0.55 -1.40 6.93 2.06
Invesco Balanced-Risk Allc C ABRCX 0.62 2.09 -1.21 -6.60 5.13 2.08
Invesco Balanced-Risk Allc R5 ABRIX 0.77 2.05 -0.95 -5.59 6.25 3.14
Invesco Balanced-Risk Allc R ABRRX 0.70 2.12 -0.98 -6.05 5.68 2.60
Invesco Balanced-Risk Allc Y ABRYX 0.67 2.05 -0.95 -5.68 6.20 3.10
Invesco Balanced-Risk Allc A ABRZX 0.68 2.08 -0.96 -5.86 5.93 2.84
Voya Global Multi-Asset C ACLGX 1.42 3.03 -4.50 -9.12 6.68 2.49
AB All Market Real Return C ACMTX 0.98 5.38 -6.33 -10.30 8.94 -4.12
AllianzGI Global Allocation Admin AGAMX 1.15 2.34 -2.85 -9.12 5.73 2.46
AllianzGI Global Allocation P AGAPX 1.10 2.23 -2.85 -8.95 5.95 2.68
AllianzGI Global Allocation R AGARX 1.20 2.33 -2.86 -9.33 5.45 2.24
AllianzGI Global Allocation R6 AGASX 1.16 2.26 -2.75 -8.89 5.97 ---
Voya Global Multi-Asset I ALEGX 1.48 3.02 -4.29 -8.20 7.76 3.50
Invesco Balanced-Risk Allc R6 ALLFX 0.77 2.14 -0.94 -5.58 6.31 3.23
AB All Market Real Return A AMTAX 1.23 5.53 -6.02 -9.50 9.80 -3.40
AB All Market Real Return I AMTIX 1.13 5.48 -6.07 -9.17 10.20 -3.03
AB All Market Real Return K AMTKX 1.13 5.48 -6.08 -9.60 9.76 -3.39
AB All Market Real Return 1 AMTOX 1.13 5.51 -6.03 -9.36 9.95 -3.25
AB All Market Real Return R AMTRX 1.12 5.61 -6.13 -9.75 9.47 -3.64
AB All Market Real Return 2 AMTTX 1.11 5.53 -6.09 -9.24 10.21 -3.03
AB All Market Real Return Advisor AMTYX 1.12 5.56 -6.01 -9.29 10.02 -3.14
AB All Market Real Return Z AMTZX 1.25 5.61 -5.97 -9.07 10.24 ---
Appleseed Institutional APPIX 4.02 4.11 2.19 -1.57 11.28 2.97
Appleseed Investor APPLX 4.04 4.13 2.14 -1.71 11.10 2.75
Aristotle/Saul Global Opportunities I ARSOX 1.62 5.11 -3.38 -8.28 10.19 2.48
Voya Global Multi-Asset A ATLAX 1.48 3.07 -4.29 -8.42 7.47 3.25
Pioneer Solutions Balanced R BALRX 1.16 2.91 -4.10 -9.29 3.55 ---
Northern Global Tactical Asset Allc BBALX 1.93 3.43 -1.81 -6.73 7.65 3.40
BlackRock Dynamic High Income Inv A BDHAX 1.23 4.00 -2.97 -5.53 8.00 ---
BlackRock Dynamic High Income Inv C BDHCX 1.16 3.98 -3.16 -6.24 7.20 ---
BlackRock Dynamic High Income Instl BDHIX 1.14 3.98 -3.04 -5.42 8.26 ---
BlackRock Dynamic High Income K BDHKX 1.29 4.01 -2.99 -5.24 --- ---
UBS Global Allocation A BNGLX 2.29 3.47 -2.27 -7.04 6.48 3.19
UBS Global Allocation P BPGLX 2.24 3.39 -2.30 -6.90 6.70 3.45
American Funds Capital Income Bldr A CAIBX 0.49 1.94 -1.69 -6.88 6.86 3.79
American Funds Capital Income Bldr F2 CAIFX 0.51 1.95 -1.64 -6.70 7.06 3.99
Canterbury Portfolio Thermostat I CAPTX 0.34 2.93 -5.43 -8.21 --- ---
American Funds Global Balanced 529A CBFAX 1.97 2.71 -1.33 -6.12 7.10 3.09
American Funds Global Balanced 529C CBFCX 1.91 2.65 -1.53 -6.84 6.28 2.29
American Funds Global Balanced 529E CBFEX 1.95 2.68 -1.42 -6.37 6.85 2.85
American Funds Global Balanced 529F1 CBFFX 2.00 2.71 -1.30 -5.92 7.34 3.31
Chiron Capital Allocation I CCAPX 1.35 2.84 -4.33 -11.16 6.77 ---
Centerstone Investors C CENNX 2.73 4.46 -3.88 -8.20 --- ---
Centerstone Investors I CENTX 2.79 4.51 -3.66 -7.31 --- ---
Centerstone Investors A CETAX 2.71 4.42 -3.73 -7.54 --- ---
American Funds Capital Income Bldr F3 CFIHX 0.52 1.95 -1.61 -6.60 --- ---
Cargile CFNGX 0.00 0.00 -4.51 --- --- ---
Calamos Global Growth & Income I CGCIX 1.03 3.32 -5.01 -10.71 6.91 3.18
Columbia Global Opportunities Inst3 CGOYX 2.01 3.05 -2.49 -6.54 --- ---
American Funds Capital Income Bldr C CIBCX 0.43 1.91 -1.86 -7.60 6.01 2.97
American Funds Capital Income Bldr F1 CIBFX 0.49 1.94 -1.69 -6.94 6.78 3.72
American Funds Capital Income Bldr 529A CIRAX 0.49 1.94 -1.69 -6.96 6.78 3.70
American Funds Capital Income Bldr 529C CIRCX 0.42 1.92 -1.87 -7.64 5.96 2.91
American Funds Capital Income Bldr 529E CIREX 0.48 1.94 -1.75 -7.15 6.53 3.47
American Funds Capital Income Bldr 529F CIRFX 0.52 1.95 -1.62 -6.73 7.02 3.94
Columbia Global Opportunities Inst2 CLNRX 2.04 3.12 -2.44 -6.54 7.95 3.77
Columbia Global Opportunities R CSARX 2.05 3.10 -2.54 -7.01 7.32 3.14
Columbia Global Opportunities Inst CSAZX 2.01 3.05 -2.49 -6.62 7.86 3.68
Columbia Global Opportunities Adv CSDRX 2.09 3.13 -2.49 -6.53 7.87 3.66
Calamos Global Growth & Income C CVLCX 0.78 3.15 -5.34 -11.67 5.78 2.11
Calamos Global Growth & Income A CVLOX 0.85 3.30 -5.13 -10.97 6.60 2.89
Natixis ASG Dynamic Allocation A DAAFX 0.66 1.03 -4.74 -11.62 5.12 ---
Natixis ASG Dynamic Allocation C DACFX 0.62 1.04 -4.87 -12.24 4.33 ---
Natixis ASG Dynamic Allocation Y DAYFX 0.68 1.03 -4.71 -11.41 5.37 ---
Dreyfus Global Multi-Asset Income A DRAAX 3.16 3.66 -2.98 -9.07 --- ---
Dreyfus Global Multi-Asset Income C DRACX 3.10 3.57 -3.15 -9.79 --- ---
Destinations Real Assets I DRAFX 3.20 11.92 -25.39 -35.02 --- ---
Dreyfus Global Multi-Asset Income I DRAIX 3.19 3.57 -2.97 -9.01 --- ---
Dreyfus Global Multi-Asset Income Y DRAYX 3.19 3.66 -2.88 -8.93 --- ---
Destinations Real Assets Z DRAZX 3.16 11.97 -25.32 --- --- ---
Destra Wolverine Dynamic Asset A DWAAX -0.57 1.55 -5.19 -9.09 5.56 ---
Destra Wolverine Dynamic Asset C DWACX -0.68 1.47 -5.45 -9.86 4.75 ---
Destra Wolverine Dynamic Asset I DWAIX -0.66 1.44 -5.18 -9.00 5.80 ---
Wells Fargo Asset Allocation A EAAFX 1.74 3.39 -3.92 -8.90 5.78 1.31
Wells Fargo Asset Allocation Inst EAAIX 1.77 3.48 -3.87 -8.59 6.16 1.70
Wells Fargo Asset Allocation C EACFX 1.69 3.34 -4.11 -9.63 4.96 0.54
First Eagle Global R4 EAGRX 2.14 3.60 -3.02 --- --- ---
Wells Fargo Asset Allocation Admin EAIFX 1.74 3.44 -3.85 -8.78 5.96 1.50
First Eagle Global R3 EARGX 2.12 3.60 -3.05 --- --- ---
Wells Fargo Asset Allocation R EAXFX 1.75 3.42 -3.97 -9.12 5.52 1.07
Eaton Vance Global Income Builder A EDIAX 1.54 3.70 -4.28 -7.44 6.73 3.92
Eaton Vance Global Income Builder C EDICX 1.37 3.62 -4.63 -8.22 5.89 3.13
Eaton Vance Global Income Builder I EDIIX 1.44 3.58 -4.33 -7.31 6.98 4.17
Eaton Vance Global Income Builder R EDIRX 1.40 3.59 -4.58 -7.83 6.38 3.60
First Eagle Global Income Builder R3 FBRRX 1.31 2.38 -2.20 --- --- ---
Templeton Global Balanced C FCGBX 1.35 4.00 -4.06 -9.78 5.61 0.75
First Eagle Global Income Builder A FEBAX 1.32 2.47 -2.17 -6.30 7.90 3.12
First Eagle Global Income Builder C FEBCX 1.25 2.44 -2.36 -7.02 7.11 2.35
First Eagle Global Income Builder I FEBIX 1.34 2.39 -2.11 -6.07 8.19 3.37
First Eagle Global Income Builder R6 FEBRX 1.26 2.40 -2.19 -6.12 --- ---
First Eagle Global R6 FEGRX 2.16 3.60 -2.93 -7.96 --- ---
First Eagle Global C FESGX 2.07 3.56 -3.19 -8.94 7.41 3.09
Templeton Global Balanced R6 FGGBX 1.30 3.60 -3.74 -8.96 6.72 1.84
Meeder Global Allocation Retail FLFGX 0.00 0.68 -4.94 -9.89 9.47 3.21
Franklin Mutual Quest R6 FMQRX 0.51 3.86 -5.83 -5.98 8.41 3.30
Franklin Mutual Quest R FMQSX 0.43 3.83 -5.98 -6.56 7.77 2.71
MFS Prudent Investor A FPPAX 0.82 1.76 -0.62 --- --- ---
MFS Prudent Investor B FPPDX 0.72 1.76 -0.78 --- --- ---
MFS Prudent Investor C FPPEX 0.72 1.76 -0.82 --- --- ---
MFS Prudent Investor I FPPJX 0.72 1.76 -0.64 --- --- ---
MFS Prudent Investor R3 FPPQX 0.72 1.76 -0.68 --- --- ---
MFS Prudent Investor R1 FPPRX 0.72 1.76 -0.81 --- --- ---
MFS Prudent Investor R2 FPPSX 0.72 1.76 -0.72 --- --- ---
MFS Prudent Investor R4 FPPUX 0.82 1.86 -0.54 --- --- ---
MFS Prudent Investor R6 FPPVX 0.82 1.86 -0.53 --- --- ---
Federated Global Allocation B FSBBX 1.66 3.29 -3.88 -9.12 5.84 1.72
Federated Global Allocation C FSBCX 1.69 3.31 -3.87 -9.08 5.89 1.77
Federated Global Allocation R FSBKX 1.74 3.35 -3.76 -8.79 6.24 2.10
Federated Global Allocation R6 FSBLX 1.80 3.38 -3.56 -8.10 --- ---
Federated Global Allocation A FSTBX 1.79 3.38 -3.67 -8.37 6.70 2.55
JPMorgan Global Allocation A GAOAX 1.63 2.34 -1.92 -7.02 7.63 4.11
JPMorgan Global Allocation C GAOCX 1.63 2.38 -2.02 -7.45 7.09 3.59
JPMorgan Global Allocation R4 GAOFX 1.66 2.40 -1.89 --- --- ---
JPMorgan Global Allocation R2 GAONX 1.60 2.35 -2.02 -7.35 7.32 3.83
JPMorgan Global Allocation R5 GAORX 1.69 2.39 -1.84 --- --- ---
JPMorgan Global Allocation I GAOSX 1.68 2.33 -1.85 -6.81 7.88 4.37
JPMorgan Global Allocation R3 GAOTX 1.64 2.33 -1.94 --- --- ---
JPMorgan Global Allocation R6 GAOZX 1.66 2.33 -1.87 -6.68 --- ---
GMO Global Asset Allocation Series R6 GATRX 2.23 2.76 -1.16 -7.16 6.86 2.25
KL Allocation Advisor GAVAX 1.22 1.54 -3.29 -14.35 2.97 2.83
KL Allocation Institutional GAVIX 1.20 1.52 -3.31 -14.23 3.20 3.07
GMO Strategic Opportunities Allc III GBATX 2.59 3.37 -1.93 -9.48 8.53 2.81
GMO Benchmark-Free III GBFFX 2.83 3.04 0.52 -6.78 7.77 2.20
GMO Benchmark-Free Allocation Ser PS GBFPX 2.33 2.58 0.52 --- --- ---
American Funds Global Balanced A GBLAX 1.99 2.71 -1.31 -6.09 7.16 3.16
American Funds Global Balanced C GBLCX 1.92 2.68 -1.51 -6.78 6.33 2.35
American Funds Global Balanced F1 GBLEX 1.97 2.68 -1.36 -6.15 7.11 3.10
American Funds Global Balanced F2 GBLFX 2.01 2.71 -1.29 -5.88 7.39 3.38
GMO Benchmark-Free Allocation IV GBMBX 2.41 2.60 0.59 -4.92 6.21 1.86
GMO Benchmark-Free Allocation III GBMFX 2.37 2.60 0.55 -5.01 6.15 1.81
GMO Benchmark-Free Allocation Ser R6 GBMRX 2.34 2.58 0.54 -4.97 6.01 1.71
Meeder Global Allocation Adviser GBPAX 0.08 0.68 -4.86 -9.69 --- ---
Meeder Global Allocation Institutional GBPIX 0.17 0.78 -4.77 -9.45 --- ---
Lazard Global Dynamic Multi-Asset Inst GDMIX 1.81 2.91 -3.27 -6.62 --- ---
Lazard Global Dynamic Multi-Asset Open GDMOX 1.77 2.91 -3.33 -6.92 --- ---
American Funds Global Balanced F3 GFBLX 2.00 2.71 -1.26 -5.79 --- ---
Goldman Sachs Growth Strategy P GGPPX 2.07 4.15 -3.54 --- --- ---
Goldman Sachs Growth Strategy A GGSAX 2.07 4.15 -3.63 -10.40 8.53 4.06
Goldman Sachs Growth Strategy C GGSCX 1.96 4.08 -3.77 -11.06 7.74 3.29
Goldman Sachs Growth Strategy Instl GGSIX 2.03 4.16 -3.52 -10.07 8.95 4.47
Goldman Sachs Growth Strategy R GGSRX 2.00 4.11 -3.72 -10.66 8.25 3.81
Goldman Sachs Growth Strategy Svc GGSSX 2.03 4.09 -3.69 -10.54 8.40 3.95
Goldman Sachs Growth Strategy Inv GGSTX 2.05 4.14 -3.52 -10.16 8.82 4.33
Goldman Sachs Growth Strategy R6 GGSUX 2.00 4.08 -3.54 -10.03 8.99 ---
GMO Implementation GIMFX 2.81 2.79 1.03 -5.27 6.72 2.15
Power Global Tactical Allc/JAForlines C GLACX 0.76 3.25 -3.94 --- --- ---
GMO Global Asset Allocation Series PS GLAPX 2.22 2.76 -1.07 --- --- ---
Leuthold Global Inst GLBIX 2.19 3.21 -4.16 -12.85 3.42 1.52
Leuthold Global Retail GLBLX 2.06 3.13 -4.25 -13.09 3.16 1.29
Goldman Sachs Satellite Strategies P GMFPX 2.15 4.21 0.18 --- --- ---
GMO Risk Premium VI GMOKX -0.57 2.57 -5.10 -6.30 8.80 4.89
GMO Risk Premium III GMRPX -0.62 2.54 -5.14 -6.41 8.69 4.78
GMO Global Asset Allocation III GMWAX 2.24 2.80 -1.13 -7.15 7.04 2.38
Guidepath® Growth and Income GPIGX -3.03 1.70 -6.16 --- --- ---
GuidePath® Multi-Asset Income Allc Svc GPMIX 1.23 3.35 -0.41 -3.85 6.12 2.80
Power Global Tactical Allc/JAForlines A GTAAX 0.75 3.13 -3.84 --- --- ---
Power Global Tactical Allc/JAForlines I GTAIX 0.82 3.24 -3.77 --- --- ---
Goldman Sachs Satellite Strategies A GXSAX 2.04 4.07 0.06 -8.16 6.16 1.78
Goldman Sachs Satellite Strategies C GXSCX 1.96 4.09 -0.16 -8.84 5.38 1.01
Goldman Sachs Satellite Strategies Instl GXSIX 2.15 4.21 0.17 -7.69 6.66 2.21
Goldman Sachs Satellite Strategies R GXSRX 2.11 4.08 -0.01 -8.32 5.93 1.54
Goldman Sachs Satellite Strategies Svc GXSSX 2.13 4.07 0.02 -8.18 6.09 1.68
Goldman Sachs Satellite Strategies Inv GXSTX 2.11 4.21 0.13 -7.83 6.50 2.05
Goldman Sachs Satellite Strategies R6 GXSUX 2.16 4.21 0.18 -7.79 6.63 ---
Highland Global Allocation A HCOAX 0.35 5.13 0.47 3.51 17.33 3.05
Highland Global Allocation C HCOCX 0.13 4.94 0.13 2.52 16.40 2.25
Highland Global Allocation Y HCOYX 0.29 5.06 0.48 3.57 17.52 3.26
Janus Henderson Dividend & Inc Builder A HDAVX 0.55 2.26 -3.74 -10.22 6.52 3.07
Janus Henderson Dividend & Inc Builder C HDCVX 0.45 2.20 -3.89 -10.93 5.71 2.28
Janus Henderson Dividend & Inc Builder D HDDVX 0.60 2.26 -3.61 -10.04 --- ---
Janus Henderson Dividend & Inc Builder I HDIVX 0.54 2.25 -3.67 -9.97 6.76 3.31
Janus Henderson Dividend & Inc Builder S HDQVX 0.57 2.27 -3.72 -10.30 --- ---
Janus Henderson Dividend & Inc Builder N HDRVX 0.58 2.26 -3.64 -9.94 6.75 ---
Janus Henderson Dividend & Inc Builder T HDTVX 0.57 2.26 -3.64 -10.16 --- ---
Janus Henderson All Asset A HGAAX 1.50 2.22 -1.31 -6.83 4.68 1.84
Janus Henderson All Asset C HGACX 1.28 2.03 -1.59 -7.56 3.90 1.07
Janus Henderson All Asset D HGADX 1.42 2.12 -1.40 -6.77 --- ---
Janus Henderson All Asset I HGAIX 1.33 2.12 -1.38 -6.66 4.90 2.09
Janus Henderson All Asset S HGAQX 1.37 2.12 -1.35 -6.90 --- ---
Janus Henderson All Asset N HGARX 1.44 2.13 -1.28 -6.58 4.96 ---
Janus Henderson All Asset T HGATX 1.35 2.12 -1.36 -6.73 --- ---
Hartford Global All-Asset A HLAAX 2.70 3.19 -1.35 -8.73 7.16 2.92
Hartford Global All-Asset C HLACX 2.65 3.22 -1.47 -9.38 6.36 2.16
Hartford Global All-Asset F HLAFX 2.76 3.17 -1.17 -8.27 --- ---
Hartford Global All-Asset I HLAIX 2.73 3.17 -1.30 -8.39 7.42 3.19
Hartford Global All-Asset R3 HLARX 2.68 3.18 -1.38 -8.94 6.85 2.64
Hartford Global All-Asset R4 HLASX 2.68 3.24 -1.22 -8.68 7.18 2.96
Hartford Global All-Asset R5 HLATX 2.71 3.20 -1.25 -8.40 7.47 3.12
Hartford Global All-Asset R6 HLAUX 2.72 3.17 -1.20 --- --- ---
Hartford Global All-Asset Y HLAYX 2.80 3.29 -1.23 -8.32 7.56 3.29
Hartford Global Real Asset A HRLAX 1.73 3.86 -6.79 -9.67 9.50 -2.06
Hartford Global Real Asset C HRLCX 1.60 3.80 -7.01 -10.41 8.66 -2.80
Hartford Global Real Asset F HRLFX 1.66 3.75 -6.75 -9.44 --- ---
Hartford Global Real Asset I HRLIX 1.69 3.87 -6.82 -9.41 9.83 -1.80
Hartford Global Real Asset R3 HRLRX 1.70 3.83 -6.88 -9.92 9.24 -2.31
Hartford Global Real Asset R4 HRLSX 1.72 3.85 -6.78 -9.56 9.57 -2.01
Hartford Global Real Asset R5 HRLTX 1.63 3.77 -6.87 -9.46 9.82 -1.76
Hartford Global Real Asset Y HRLYX 1.78 3.87 -6.73 -9.33 9.88 -1.71
Voya Global Multi-Asset W IAFWX 1.49 3.02 -4.28 -8.19 7.79 3.54
Voya Global Perspectives A IAPVX 1.96 3.71 -1.56 -6.29 6.27 3.12
Ivy Asset Strategy E IASEX 1.24 3.21 -4.40 -6.41 4.60 -1.15
Ivy Asset Strategy R IASRX 1.21 3.16 -4.54 -6.83 4.16 -1.54
Ivy Asset Strategy N IASTX 1.22 3.23 -4.40 -6.16 4.91 ---
Dynamic International Opportunity I ICCIX 4.57 5.63 1.79 -12.58 8.90 2.99
Dynamic International Opportunity N ICCNX 4.56 5.62 1.68 -12.84 8.62 2.73
Voya Global Perspectives C ICPVX 1.90 3.64 -1.68 -7.03 5.48 2.36
Voya Global Multi-Asset O IDSIX 1.46 2.99 -4.60 -8.66 7.42 3.22
AIG Income Explorer A IEAAX 2.51 4.54 -2.57 -7.18 8.73 3.73
AIG Income Explorer C IEACX 2.52 4.55 -2.72 -7.75 8.05 3.08
AIG Income Explorer W IEAWX 2.59 4.54 -2.53 -7.00 8.95 3.94
Voya Global Target Payment A IGPAX 1.37 2.48 -2.15 -6.19 5.49 2.77
Voya Global Target Payment C IGPCX 1.40 2.53 -2.35 -6.96 4.71 2.02
Voya Global Target Payment I IGPIX 1.40 2.49 -2.08 -6.04 5.78 3.08
Voya Global Target Payment R IGPRX 1.34 2.34 -2.36 -6.59 5.19 2.53
Voya Global Target Payment W IGPWX 1.41 2.50 -2.09 -6.06 5.74 3.03
Voya Global Perspectives I IIPVX 1.98 3.70 -1.44 -6.09 6.53 3.37
Pioneer Solutions Balanced Y IMOYX 1.35 3.04 -3.98 -8.85 4.04 1.87
Columbia Global Opportunities A IMRFX 2.07 3.07 -2.48 -6.76 7.62 3.44
Voya Global Perspectives Port A IPARX 1.93 3.53 -1.58 -6.04 6.28 3.15
Voya Global Perspectives Port I IPIRX 2.01 3.60 -1.48 -5.75 6.63 3.50
Voya Global Perspectives Port S IPSRX 2.02 3.62 -1.49 -5.92 6.37 3.24
Voya Global Perspectives R IRPVX 1.90 3.72 -1.55 -6.54 6.01 2.87
Ivy Asset Strategy I IVAEX 1.28 3.23 -4.36 -6.24 4.78 -0.95
IVA Worldwide A IVWAX 2.62 3.78 -2.19 -6.29 6.53 3.11
IVA Worldwide C IVWCX 2.55 3.73 -2.40 -6.99 5.72 2.34
IVA Worldwide I IVWIX 2.55 3.70 -2.16 -6.10 6.78 3.36
Ivy Wilshire Global Allocation A IWGAX 1.89 3.15 -2.73 -7.38 4.05 -1.52
Ivy Wilshire Global Allocation B IWGBX 1.86 3.21 -2.95 -8.32 3.00 -2.52
Ivy Wilshire Global Allocation C IWGCX 1.89 3.17 -2.86 -8.08 3.21 -2.31
Ivy Wilshire Global Allocation I IWGIX 1.84 3.12 -2.71 -7.20 4.37 -1.22
Ivy Wilshire Global Allocation N IWGNX 1.93 3.29 -2.68 --- --- ---
Ivy Wilshire Global Allocation R IWGRX 1.99 3.15 -2.76 --- --- ---
Ivy Wilshire Global Allocation Y IWGYX 1.85 3.16 -2.76 --- --- ---
Voya Global Perspectives W IWPVX 1.97 3.70 -1.44 -6.08 6.53 3.40
Janus Henderson Adaptive Global Allc A JAGAX 1.03 2.23 -1.81 -7.45 7.32 ---
Janus Henderson Adaptive Global Allc D JAGDX 1.12 2.34 -1.72 -7.37 7.46 ---
Janus Henderson Adaptive Global Allc N JAGNX 1.18 2.33 -1.66 -7.12 7.65 ---
Janus Henderson Adaptive Global Allc S JAGSX 1.05 2.23 -1.79 -7.62 7.21 ---
Janus Henderson Adaptive Global Allc C JAVCX 1.09 2.24 -1.88 -8.08 6.54 ---
Janus Henderson Global Allc Cnsrv A JCAAX 1.72 2.08 -0.91 -5.13 4.81 2.34
Janus Henderson Global Allc Cnsrv C JCACX 1.62 2.03 -1.16 -5.84 4.15 1.79
Janus Henderson Global Allc Cnsrv I JCAIX 1.79 2.07 -0.83 -4.89 5.08 2.61
Janus Henderson Global Allc Cnsrv S JCASX 1.74 2.09 -0.99 -5.23 4.66 2.20
Janus Henderson Global Allocation Gr A JGCAX 2.02 3.87 -3.23 -7.58 8.09 3.30
Janus Henderson Global Allocation Gr C JGCCX 2.05 3.86 -3.39 -8.27 7.38 2.65
Janus Henderson Global Allocation Gr I JGCIX 2.10 3.93 -3.17 -7.37 8.36 3.55
Janus Henderson Global Allocation Gr S JGCSX 2.08 3.89 -3.27 -7.71 7.92 3.12
Janus Henderson Global Allocation Mod A JMOAX 1.96 2.91 -2.01 -6.39 6.47 2.82
Janus Henderson Global Allocation Mod C JMOCX 1.89 2.86 -2.16 -7.10 5.74 2.17
Janus Henderson Global Allocation Mod I JMOIX 1.93 2.90 -1.94 -6.23 6.70 3.05
Janus Henderson Global Allocation Mod S JMOSX 1.94 2.94 -1.98 -6.54 6.30 2.65
Janus Henderson Global Allc Cnsrv D JMSCX 1.71 1.98 -0.92 -5.04 4.99 2.55
Janus Henderson Global Allocation Gr D JNSGX 2.08 3.92 -3.13 -7.39 8.29 3.48
Janus Henderson Global Allocation Mod D JNSMX 2.01 2.90 -1.94 -6.22 6.69 3.01
JOHCM Global Income Builder Instl JOBIX 1.30 3.09 -0.78 -5.14 --- ---
JOHCM Global Income Builder I JOFIX 1.29 3.09 -0.80 -5.23 --- ---
Janus Henderson Global Allc Cnsrv T JSPCX 1.77 2.07 -0.86 -5.00 4.94 2.49
Janus Henderson Global Allocation Gr T JSPGX 2.07 3.85 -3.22 -7.54 8.19 3.41
Janus Henderson Global Allocation Mod T JSPMX 1.94 2.91 -2.02 -6.38 6.56 2.93
Janus Henderson Adaptive Global Allc I JVGIX 1.14 2.33 -1.69 -7.24 7.58 ---
Janus Henderson Adaptive Global Allc T JVGTX 1.04 2.23 -1.79 -7.44 7.41 ---
DWS Global Income Builder A KTRAX 1.35 3.81 -2.95 -6.94 8.54 3.37
DWS Global Income Builder C KTRCX 1.27 3.81 -3.14 -7.58 7.73 2.57
DWS Global Income Builder Inst KTRIX 1.42 3.81 -2.90 -6.64 8.85 3.63
DWS Global Income Builder S KTRSX 1.41 3.81 -2.90 -6.74 8.77 3.59
DWS Global Income Builder R6 KTRZX 1.44 3.81 -2.87 -6.53 8.94 ---
Lord Abbett Multi-Asset Global Opp C LAGCX 1.42 4.17 -5.08 -11.24 5.83 0.57
Lord Abbett Multi-Asset Global Opp A LAGEX 1.45 4.23 -4.84 -10.57 6.63 1.33
Lord Abbett Multi-Asset Global Opp F LAGFX 1.49 4.12 -4.89 -10.51 6.75 1.47
Lord Abbett Multi-Asset Global Opp R2 LAGQX 1.41 4.13 -5.00 -10.94 6.22 0.97
Lord Abbett Multi-Asset Global Opp R3 LARRX 1.47 4.20 -4.96 -10.82 6.36 1.09
Lord Abbett Multi-Asset Global Opp R4 LARSX 1.35 4.13 -4.94 -10.65 6.61 ---
Lord Abbett Multi-Asset Global Opp R5 LARTX 1.41 4.09 -4.91 -10.42 6.88 ---
Lord Abbett Multi-Asset Global Opp R6 LARVX 1.42 4.19 -4.81 -10.30 6.96 ---
Lord Abbett Multi-Asset Global Opp I LGEYX 1.41 4.10 -4.92 -10.45 6.85 1.56
Loomis Sayles Global Allocation A LGMAX 2.15 3.65 -2.35 -4.62 10.07 5.69
Loomis Sayles Global Allocation C LGMCX 2.10 3.63 -2.51 -5.32 9.25 4.91
Loomis Sayles Global Allocation N LGMNX 2.17 3.68 -2.26 -4.31 --- ---
Lord Abbett Multi-Asset Global Opp F3 LOGEX 1.51 4.19 -4.81 -10.30 --- ---
Loomis Sayles Global Allocation Y LSWWX 2.18 3.68 -2.29 -4.39 10.34 5.95
BlackRock Global Allocation Instl MALOX 1.15 2.59 -2.69 -7.58 5.83 2.54
Morgan Stanley Inst Global Strat A MBAAX 1.94 2.83 -2.04 -6.45 7.48 2.34
BlackRock Global Allocation Inv C MCLOX 1.11 2.51 -2.94 -8.52 4.77 1.51
MainStay Income Builder C MCTRX 0.38 2.02 -1.56 -5.65 6.45 3.17
BlackRock Global Allocation Inv A MDLOX 1.17 2.60 -2.75 -7.80 5.54 2.26
MFS Global Total Return B MFWBX 1.13 2.04 -2.18 -8.05 5.48 2.44
MFS Global Total Return C MFWCX 1.15 2.07 -2.21 -8.04 5.47 2.44
MFS Global Total Return R1 MFWGX 1.09 2.02 -2.23 -8.09 5.46 2.43
MFS Global Total Return R3 MFWHX 1.16 2.02 -2.06 -7.41 6.28 3.22
MFS Global Total Return I MFWIX 1.24 2.10 -1.94 -7.11 6.55 3.46
MFS Global Total Return R4 MFWJX 1.17 2.08 -1.98 -7.13 6.53 3.46
MFS Global Total Return R6 MFWLX 1.21 2.10 -1.91 -7.02 6.64 3.56
MFS Global Total Return A MFWTX 1.15 2.08 -2.05 -7.38 6.25 3.21
MFS Global Total Return R2 MGBRX 1.21 2.10 -2.03 -7.60 5.99 2.95
MassMutual Select BlackRock Glbl Allc A MGJAX 1.03 2.53 -3.06 -8.14 5.27 1.96
MassMutual Select BlackRock Glbl Allc R4 MGJFX 1.05 2.46 -3.08 -8.12 5.35 ---
MassMutual Select BlackRock Glbl Allc I MGJIX 1.09 2.53 -2.89 -7.62 5.86 ---
MassMutual Select BlackRock Glbl Allc R3 MGJRX 1.09 2.57 -3.07 -8.21 5.15 ---
Morgan Stanley Inst Global Strat IS MGPOX 2.00 2.88 -1.89 -6.11 7.87 ---
MassMutual Select BlackRock Glb Allc Adm MGSLX 1.07 2.55 -2.98 -7.97 5.54 2.21
MassMutual Select BlackRock Glb Allc R5 MGSSX 1.02 2.49 -2.90 -7.74 5.76 2.40
MassMutual Select BlackRock Glb Allc Svc MGSYX 1.13 2.53 -2.95 -7.77 5.66 2.34
BlackRock Global Allocation K MKLOX 1.18 2.59 -2.71 -7.52 --- ---
MainStay Income Builder B MKTRX 0.38 2.02 -1.55 -5.64 6.46 3.17
Morgan Stanley Inst Global Strat Instl MPBAX 2.00 2.88 -1.92 -6.14 7.84 2.67
Franklin Mutual Quest Z MQIFX 0.44 3.86 -5.89 -6.10 8.33 3.23
Morgan Stanley Real Assets A MRJAX 0.43 3.64 -1.51 --- --- ---
Morgan Stanley Real Assets C MRJCX 0.32 3.53 -1.70 --- --- ---
Morgan Stanley Real Assets I MRJIX 0.43 3.64 -1.41 --- --- ---
Morgan Stanley Real Assets IS MRJSX 0.43 3.64 -1.40 --- --- ---
BlackRock Global Allocation R MRLOX 1.09 2.55 -2.85 -8.16 5.19 1.92
Morgan Stanley Inst Global Strat L MSDLX 1.88 2.77 -2.16 -6.94 6.95 1.81
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX 1.57 2.11 -0.63 -4.94 4.82 ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX 1.47 2.00 -0.71 -5.34 4.46 ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX 1.37 2.01 -0.91 -5.99 3.67 ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX 1.57 2.11 -0.61 -4.81 4.91 ---
Morgan Stanley Inst Global Strat C MSSOX 1.89 2.79 -2.17 -7.13 6.65 ---
Morningstar Global Income MSTGX 1.07 3.02 --- --- --- ---
Morningstar Unconstrained Allc MSTSX 1.85 3.59 --- --- --- ---
MainStay Income Builder Inv MTINX 0.45 2.09 -1.37 -4.90 7.26 3.95
MainStay Income Builder R6 MTODX 0.49 2.07 -1.29 --- --- ---
MainStay Income Builder I MTOIX 0.48 2.07 -1.26 -4.55 7.67 4.37
MainStay Income Builder A MTRAX 0.41 2.03 -1.39 -4.83 7.39 4.10
MainStay Income Builder R2 MTXRX 0.46 2.03 -1.36 -4.88 7.29 ---
MainStay Income Builder R3 MTXVX 0.43 2.09 -1.42 -5.08 --- ---
Neuberger Berman Global Allocation A NGLAX 1.46 3.15 -3.69 -8.43 7.05 1.41
Neuberger Berman Global Allocation C NGLCX 1.43 3.13 -3.81 -9.07 6.24 0.65
Neuberger Berman Global Allocation Instl NGLIX 1.45 3.13 -3.57 -8.05 7.44 1.77
Nuveen Real Asset Income A NRIAX 2.36 4.37 0.54 -2.49 7.89 5.74
Nuveen Real Asset Income C NRICX 2.25 4.34 0.34 -3.23 7.08 4.96
Nuveen Real Asset Income R6 NRIFX 2.33 4.36 0.61 -2.20 --- ---
Nuveen Real Asset Income I NRIIX 2.35 4.38 0.61 -2.24 8.16 6.00
Old Westbury Strategic Opportunities OWSOX 1.29 3.55 -4.41 -6.56 6.27 3.02
T. Rowe Price Global Allocation Advisor PAFGX 1.91 3.31 -2.36 -6.28 8.10 4.21
AllianzGI Global Allocation A PALAX 1.19 2.31 -2.73 -9.13 5.67 2.41
AllianzGI Global Allocation C PALCX 1.07 2.24 -3.06 -9.90 4.82 1.63
AllianzGI Global Allocation Instl PALLX 1.17 2.32 -2.76 -8.92 5.85 2.62
Preserver Alternative Opportunits Instl PAOIX 0.95 3.63 -4.08 -7.00 --- ---
Preserver Alternative Opportunits Retl PAORX 0.97 3.54 -4.16 -7.25 --- ---
PineBridge Dynamic Asset Allc Instl PDAIX 3.05 3.52 -3.10 -9.11 --- ---
Principal Diversified Real Asset R6 PDARX 1.39 4.15 -3.35 -5.71 6.17 ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX 3.07 3.42 -3.18 -9.26 --- ---
Principal Diversified Real Asset Instl PDRDX 1.42 4.15 -3.32 -5.77 6.13 0.11
RiskPro® PFG 0-15 R PFADX 0.48 0.65 -0.68 -5.64 --- ---
RiskPro® Dynamic 15-25 R PFDPX 1.21 2.89 -2.39 -6.22 --- ---
PIMCO Global Multi-Asset Instl PGAIX 2.38 3.15 -1.34 -4.85 8.01 4.83
PIMCO Global Multi-Asset I2 PGAPX 2.35 3.15 -1.37 -4.95 7.90 4.74
Principal Diversified Real Asset R3 PGDRX 1.45 4.26 -3.40 -6.17 --- ---
Principal Diversified Real Asset R4 PGDSX 1.40 4.25 -3.35 -5.96 --- ---
Principal Diversified Real Asset R5 PGDTX 1.42 4.15 -3.33 -5.94 --- ---
PIMCO Global Multi-Asset A PGMAX 2.33 3.18 -1.34 -5.24 7.48 4.28
PIMCO Global Multi-Asset C PGMCX 2.32 3.18 -1.54 -6.00 6.67 3.50
Pioneer Solutions Balanced A PIALX 1.30 3.08 -3.94 -9.03 3.85 1.63
Pioneer Solutions Balanced C PIDCX 1.12 2.94 -4.21 -9.72 3.09 0.90
PIMCO Dividend and Income C PQICX 1.74 3.65 -4.04 -9.54 8.01 1.46
PIMCO Dividend and Income Institutional PQIIX 1.91 3.83 -3.75 -8.45 9.22 2.60
PIMCO Dividend and Income I2 PQIPX 1.88 3.72 -3.86 -8.58 9.15 2.51
PIMCO Dividend and Income A PQIZX 1.89 3.74 -3.86 -8.80 8.82 2.24
T. Rowe Price Real Assets PRAFX 2.03 4.76 -3.43 -8.10 10.60 1.36
Principal Diversified Real Asset A PRDAX 1.43 4.25 -3.33 -6.10 5.76 -0.25
Principal Diversified Real Asset C PRDCX 1.30 4.12 -3.57 -6.80 4.96 -1.00
T. Rowe Price Real Assets I PRIKX 1.93 4.66 -3.43 -8.02 10.78 ---
Oppenheimer Global Allocation C QGRCX 1.32 2.58 -3.41 -10.66 4.70 1.51
Oppenheimer Global Allocation I QGRIX 1.49 2.65 -3.07 -9.56 5.97 2.72
Oppenheimer Global Allocation R QGRNX 1.43 2.64 -3.22 -10.16 5.27 2.03
Oppenheimer Global Allocation Y QGRYX 1.42 2.59 -3.14 -9.73 5.77 2.53
Oppenheimer Global Multi-Asset Growth A QMGAX 1.95 3.80 -3.69 -13.64 7.45 ---
Oppenheimer Global Multi-Asset Growth C QMGCX 1.87 3.64 -3.94 -14.33 6.63 ---
Oppenheimer Global Multi-Asset Growth I QMGIX 1.94 3.79 -3.68 -13.39 7.71 ---
Oppenheimer Global Multi-Asset Growth R QMGRX 1.95 3.71 -3.80 -13.85 7.19 ---
Oppenheimer Global Multi-Asset Growth Y QMGYX 1.93 3.68 -3.78 -13.54 7.61 ---
Oppenheimer Global Allocation A QVGIX 1.39 2.58 -3.17 -9.98 5.50 2.27
RiverFront Asset Allocation Gr & Inc A RAGIX 2.02 4.19 -4.99 --- --- ---
Lazard Real Assets & Pricing Opps Instl RALIX -0.13 2.87 -3.01 -5.52 --- ---
Lazard Real Assets & Pricing Opps Open RALOX 0.00 2.87 -2.98 -5.67 --- ---
Cohen & Steers Real Assets A RAPAX 0.70 4.25 -3.04 -5.65 6.47 -0.74
Cohen & Steers Real Assets C RAPCX 0.71 4.26 -3.12 -6.13 5.76 -1.41
Cohen & Steers Real Assets I RAPIX 0.82 4.37 -2.93 -5.24 6.82 -0.40
Cohen & Steers Real Assets R RAPRX 0.70 4.34 -3.05 -5.68 6.31 -0.90
Cohen & Steers Real Assets Z RAPZX 0.70 4.25 -2.94 -5.25 6.79 -0.45
Brookfield Real Assets Securities A RASAX 0.94 5.78 -0.42 -3.61 8.43 ---
Brookfield Real Assets Securities C RASCX 0.92 5.89 -0.55 -3.94 7.82 ---
Brookfield Real Assets Securities I RASIX 1.02 5.87 -0.36 -3.25 8.50 ---
Brookfield Real Assets Securities Y RASYX 1.02 5.86 -0.36 -3.35 8.49 ---
Russell Inv Multi-Asset Growth Strat A RAZAX 1.67 2.66 -0.52 -4.30 --- ---
Russell Inv Multi-Asset Growth Strat C RAZCX 1.52 2.56 -0.77 -5.19 --- ---
American Funds Capital Income Bldr R2E RCEEX 0.46 1.92 -1.79 -7.35 6.33 ---
American Funds Global Balanced R2 RGBBX 1.89 2.65 -1.52 -6.81 6.33 2.37
American Funds Global Balanced R3 RGBCX 1.94 2.68 -1.40 -6.38 6.82 2.83
American Funds Global Balanced R4 RGBEX 1.98 2.71 -1.32 -6.08 7.13 3.14
American Funds Global Balanced R5 RGBFX 2.02 2.71 -1.24 -5.83 7.45 3.43
American Funds Global Balanced R6 RGBGX 2.00 2.71 -1.26 -5.78 7.51 3.48
American Funds Global Balanced R5E RGBHX 1.97 2.71 -1.30 -5.90 7.37 ---
American Funds Global Balanced R1 RGBLX 1.91 2.65 -1.52 -6.81 6.34 2.42
American Funds Global Balanced R2E RGGHX 1.93 2.68 -1.44 -6.51 6.67 ---
American Funds Capital Income Bldr R1 RIRAX 0.43 1.92 -1.87 -7.63 6.00 2.97
American Funds Capital Income Bldr R2 RIRBX 0.41 1.90 -1.88 -7.63 6.00 2.97
American Funds Capital Income Bldr R3 RIRCX 0.46 1.92 -1.76 -7.21 6.48 3.42
American Funds Capital Income Bldr R4 RIREX 0.50 1.94 -1.68 -6.94 6.80 3.74
American Funds Capital Income Bldr R5 RIRFX 0.52 1.95 -1.62 -6.65 7.13 4.05
American Funds Capital Income Bldr R6 RIRGX 0.54 1.95 -1.59 -6.60 7.18 4.10
American Funds Capital Income Bldr R5E RIRHX 0.52 1.96 -1.63 -6.74 6.99 ---
RiverFront Asset Allocation Gr & Inc Inv RLGAX 2.12 4.28 -4.91 -10.27 7.23 3.55
RiverFront Asset Allocation Gr & Inc C RLGCX 2.01 4.22 -5.18 -10.98 6.40 2.75
RiverFront Asset Allocation Gr & Inc I RLIIX 2.17 4.30 -4.88 -10.02 7.49 3.80
Russell Inv Multi-Asset Growth Strat M RMATX 1.65 2.56 -0.45 -4.11 --- ---
Russell Inv Multi-Asset Growth Strat S RMGSX 1.72 2.67 -0.47 -4.20 --- ---
Russell Inv Multi-Asset Growth Strat Y RMGYX 1.78 2.66 -0.42 -3.93 --- ---
T. Rowe Price Global Allocation RPGAX 1.91 3.39 -2.33 -6.02 8.32 4.37
CCA Aggressive Return Instl RSKIX 1.74 0.64 -1.57 -10.19 7.89 1.58
Columbia Global Opportunities C RSSCX 1.94 3.03 -2.71 -7.50 6.81 2.66
Redwood Systematic Macro Trnd (SMarT) I RWSIX 0.07 0.07 -3.45 -5.36 --- ---
Redwood Systematic Macro Trnd (SMarT) N RWSNX 0.04 0.00 -3.51 -5.64 --- ---
SEI Aggressive Strategy D (SAAT) SASDX 2.18 4.08 -3.77 -9.47 8.24 3.35
Victory Strategic Allocation A SBALX 1.89 3.00 -1.73 -6.05 6.55 4.03
Federated Global Allocation Instl SBFIX 1.81 3.37 -3.62 -8.14 7.00 2.84
SEI Aggressive Strategy I (SAAT) SEAIX 2.20 4.15 -3.63 -9.01 8.76 3.87
First Eagle Global A SGENX 2.13 3.60 -3.00 -8.26 8.21 3.86
Sextant Global High Income SGHIX 2.73 2.97 -1.01 -1.27 14.18 4.74
First Eagle Global I SGIIX 2.14 3.60 -2.94 -8.03 8.50 4.14
DWS Multi-Asset Global Allocation S SPGRX 1.94 3.50 -3.25 -10.82 4.25 1.48
SEI Aggressive Strategy F (SAAT) SSGAX 2.28 4.11 -3.55 -8.80 9.05 4.12
DWS Multi-Asset Global Allocation A SUPAX 1.89 3.50 -3.37 -11.10 3.99 1.23
DWS Multi-Asset Global Allocation C SUPCX 1.82 3.44 -3.55 -11.76 3.20 0.47
Templeton Global Balanced A TAGBX 1.56 3.97 -3.82 -9.00 6.47 1.55
Templeton Global Balanced C1 TCINX 1.39 3.97 -3.98 -9.43 6.04 1.13
Franklin Mutual Quest C TEMQX 0.40 3.80 -6.12 -6.99 7.24 2.20
Franklin Mutual Quest A TEQIX 0.45 3.84 -5.98 -6.31 8.04 2.95
T. Rowe Price Global Allocation I TGAFX 1.90 3.38 -2.33 -5.93 --- ---
Thornburg Investment Income Builder A TIBAX 0.35 2.42 -2.28 -5.18 9.60 3.94
Thornburg Investment Income Builder C TIBCX 0.24 2.39 -2.46 -5.94 8.79 3.18
Thornburg Investment Income Builder R4 TIBGX 0.43 2.40 -2.19 -5.31 9.39 3.74
Thornburg Investment Income Builder I TIBIX 0.95 2.28 -2.36 -5.08 9.86 4.23
Thornburg Investment Income Builder R5 TIBMX 0.48 2.41 -2.05 -4.90 9.84 4.16
Thornburg Investment Income Builder R6 TIBOX 0.37 2.47 -2.18 -4.83 --- ---
Thornburg Investment Income Builder R3 TIBRX 0.42 2.40 -2.22 -5.39 9.28 3.64
Templeton Global Balanced A1 TINCX 1.20 3.97 -3.82 -9.00 6.47 1.48
Catalyst/MAP Global Balanced A TRXAX -0.63 1.29 -1.74 -3.66 5.81 3.26
Catalyst/MAP Global Balanced C TRXCX -0.73 1.30 -1.93 -4.40 5.00 2.48
Catalyst/MAP Global Balanced I TRXIX -0.54 1.38 -1.65 -3.39 6.14 ---
Touchstone Dynamic Global Allocation A TSMAX 2.18 3.29 -2.64 -7.75 5.90 2.51
Touchstone Dynamic Global Allocation C TSMCX 2.12 3.28 -2.80 -8.46 5.12 1.75
Touchstone Dynamic Global Allocation Y TSMYX 2.13 3.36 -2.55 -7.59 6.17 2.76
Templeton Global Balanced Adv TZINX 1.27 3.96 -3.75 -8.74 6.71 1.73
Upright Assets Allocation Plus UPAAX 1.09 2.49 -6.68 -25.75 --- ---
Victory Strategic Allocation C VBFCX 1.80 2.91 -1.93 -6.78 5.77 3.27
Victory Strategic Allocation R VBFGX 1.81 2.93 -1.79 -6.32 6.26 3.73
Victory Strategic Allocation I VBFIX 1.96 2.98 -1.60 -5.81 6.83 4.28
VALIC Company I Global Strategy VGLSX 2.37 4.30 -3.32 -7.79 7.25 1.98
Voya Global Multi-Asset R6 VGMRX 1.44 3.02 -4.47 -9.30 --- ---
Voya Global Target Payment R6 VTPRX 1.40 2.49 -2.21 --- --- ---
Wells Fargo Absolute Return Inst WABIX 2.35 2.59 0.48 -5.22 5.77 1.48
Wells Fargo Absolute Return A WARAX 2.29 2.49 0.42 -5.53 5.41 1.10
Wells Fargo Absolute Return C WARCX 2.26 2.53 0.17 -6.22 4.61 0.34
Wells Fargo Absolute Return Admin WARDX 2.35 2.58 0.39 -5.38 5.50 1.22
Wells Fargo Absolute Return R WARHX 2.28 2.49 0.31 -5.65 5.18 ---
Wells Fargo Absolute Return R6 WARRX 2.35 2.59 0.49 -5.12 5.87 ---
Ivy Asset Strategy A WASAX 1.25 3.17 -4.44 -6.49 4.50 -1.21
Ivy Asset Strategy B WASBX 1.12 3.13 -4.64 -7.23 3.69 -1.95
Ivy Asset Strategy C WASCX 1.16 3.16 -4.59 -7.12 3.76 -1.91
Ivy Asset Strategy Y WASYX 1.24 3.16 -4.43 -6.49 4.53 -1.19
Wealthfront Risk Parity W WFRPX 2.21 2.61 0.55 --- --- ---
Wilmington Real Asset A WMMRX 1.88 4.11 1.00 -4.95 4.64 1.57
Wilmington Real Asset Institutional WMRIX 1.93 4.14 1.05 -4.66 4.91 1.83
Content Partners