World Allocation: Total Returns

Print
Data through 7/20/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Allocation 0.33 -0.36 -0.08 4.62 4.34 4.51
DWS RREEF Real Assets A AAAAX 0.16 0.99 1.85 6.53 3.94 2.54
DWS RREEF Real Assets C AAAPX 0.18 0.70 1.77 5.71 3.17 1.77
DWS RREEF Real Assets R AAAQX 0.20 0.93 1.78 6.23 3.69 2.30
DWS RREEF Real Assets S AAASX 0.29 1.14 2.00 6.73 4.12 2.70
DWS RREEF Real Assets R6 AAAVX 0.32 1.28 2.03 6.86 4.29 ---
DWS RREEF Real Assets T AAAWX 0.26 1.10 1.95 6.53 --- ---
DWS RREEF Real Assets Inst AAAZX 0.22 1.17 1.92 6.74 4.25 2.86
Invesco Balanced-Risk Allc C ABRCX -0.97 -1.54 -0.58 3.98 3.76 3.34
Invesco Balanced-Risk Allc R5 ABRIX -1.00 -1.09 -0.37 4.99 4.82 4.40
Invesco Balanced-Risk Allc R ABRRX -1.03 -1.31 -0.47 4.46 4.27 3.85
Invesco Balanced-Risk Allc Y ABRYX -0.91 -1.00 -0.37 5.00 4.78 4.38
Invesco Balanced-Risk Allc A ABRZX -0.93 -1.20 -0.46 4.78 4.51 4.12
Voya Global Multi-Asset C ACLGX 0.41 0.17 0.33 6.44 5.23 5.19
AB All Market Real Return C ACMTX -1.11 -1.00 -1.32 7.91 2.24 -2.47
AllianzGI Global Allocation Admin AGAMX 0.29 -1.58 -0.39 3.76 4.38 4.64
AllianzGI Global Allocation P AGAPX 0.27 -1.45 -0.35 3.93 4.60 4.90
AllianzGI Global Allocation R AGARX 0.26 -1.74 -0.45 3.48 4.12 4.42
AllianzGI Global Allocation R6 AGASX 0.28 -1.44 -0.35 3.96 --- ---
Voya Global Multi-Asset I ALEGX 0.41 0.66 0.49 7.38 6.25 6.23
Invesco Balanced-Risk Allc R6 ALLFX -0.91 -1.00 -0.37 5.18 4.92 4.51
AB All Market Real Return A AMTAX -0.99 -0.55 -1.10 8.76 3.00 -1.74
AB All Market Real Return I AMTIX -1.00 -0.34 -1.11 9.19 3.42 -1.39
AB All Market Real Return K AMTKX -1.01 -0.45 -1.12 8.79 3.04 -1.73
AB All Market Real Return 1 AMTOX -0.90 -0.34 -1.01 9.02 3.21 -1.60
AB All Market Real Return R AMTRX -1.01 -0.67 -1.23 8.51 2.76 -1.98
AB All Market Real Return 2 AMTTX -0.99 -0.33 -1.10 9.20 3.44 -1.38
AB All Market Real Return Advisor AMTYX -1.00 -0.45 -1.11 8.95 3.27 -1.49
AB All Market Real Return Z AMTZX -1.00 -0.34 -1.11 9.20 3.40 ---
Appleseed Institutional APPIX 0.45 -1.88 -1.10 4.38 5.24 3.53
Appleseed Investor APPLX 0.45 -2.04 -1.10 4.20 5.03 3.30
Aristotle/Saul Global Opportunities I ARSOX 1.33 3.01 2.78 8.80 9.22 5.83
Voya Global Multi-Asset A ATLAX 0.42 0.58 0.50 7.14 6.01 5.98
Pioneer Solutions Balanced R BALRX 0.17 -1.56 -0.99 2.72 2.25 ---
Northern Global Tactical Asset Allc BBALX 0.15 -1.30 -0.51 4.31 5.68 5.45
BlackRock Dynamic High Income Inv A BDHAX 0.47 0.32 1.47 5.19 5.47 ---
BlackRock Dynamic High Income Inv C BDHCX 0.31 -0.20 1.18 4.30 4.65 ---
BlackRock Dynamic High Income Instl BDHIX 0.38 0.44 1.52 5.34 5.69 ---
BlackRock Dynamic High Income K BDHKX 0.50 0.48 1.55 5.51 --- ---
UBS Global Allocation A BNGLX 0.74 0.82 0.33 5.63 4.24 5.42
UBS Global Allocation C BNPCX 0.68 0.42 0.17 4.85 3.47 4.61
UBS Global Allocation P BPGLX 0.72 0.88 0.40 5.86 4.50 5.70
American Funds Capital Income Bldr A CAIBX 0.92 -1.98 0.49 2.05 4.40 5.57
American Funds Capital Income Bldr F2 CAIFX 0.93 -1.87 0.54 2.24 4.59 5.78
Canterbury Portfolio Thermostat I CAPTX -0.37 0.96 0.51 5.96 --- ---
American Funds Global Balanced 529A CBFAX 0.77 0.53 -0.53 4.18 5.08 5.67
American Funds Global Balanced 529C CBFCX 0.73 0.11 -0.72 3.38 4.27 4.84
American Funds Global Balanced 529E CBFEX 0.74 0.39 -0.59 3.94 4.84 5.42
American Funds Global Balanced 529F1 CBFFX 0.80 0.66 -0.50 4.41 5.31 5.88
Chiron Capital Allocation I CCAPX -1.38 0.16 -1.39 4.22 --- ---
Columbia Diversified Real Return A CDRAX -0.09 1.15 -0.34 3.86 3.09 ---
Columbia Diversified Real Return C CDRCX -0.15 0.77 -0.53 3.09 2.32 ---
Columbia Diversified Real Return Inst2 CDRFX 0.04 1.36 -0.28 4.20 3.31 ---
Columbia Diversified Real Return Adv CDRRX 0.04 1.27 -0.17 4.12 3.35 ---
Columbia Diversified Real Return Inst3 CDRYX 0.04 1.39 -0.27 4.25 --- ---
Columbia Diversified Real Return Inst CDRZX -0.07 1.38 -0.28 4.12 3.39 ---
Columbia Diversified Real Return T CDTWX 0.02 1.26 -0.34 3.98 3.10 ---
Centerstone Investors C CENNX 0.61 0.00 -0.61 3.82 --- ---
Centerstone Investors I CENTX 0.78 0.52 -0.34 4.94 --- ---
Centerstone Investors A CETAX 0.78 0.43 -0.43 4.63 --- ---
American Funds Capital Income Bldr F3 CFIHX 0.93 -1.83 0.57 2.35 --- ---
Calamos Global Growth & Income I CGCIX -0.20 2.20 0.59 9.43 5.80 6.53
Columbia Global Opportunities T CGOPX 0.07 0.66 -0.51 6.84 6.20 ---
Columbia Global Opportunities Inst3 CGOYX 0.07 0.87 -0.43 7.16 --- ---
American Funds Capital Income Bldr C CIBCX 0.85 -2.39 0.31 1.25 3.57 4.74
American Funds Capital Income Bldr F1 CIBFX 0.92 -2.00 0.49 1.99 4.32 5.50
American Funds Capital Income Bldr 529A CIRAX 0.92 -2.00 0.47 1.98 4.31 5.48
American Funds Capital Income Bldr 529C CIRCX 0.85 -2.42 0.29 1.20 3.51 4.67
American Funds Capital Income Bldr 529E CIREX 0.90 -2.13 0.42 1.74 4.07 5.24
American Funds Capital Income Bldr 529F CIRFX 0.93 -1.89 0.53 2.21 4.54 5.72
Columbia Global Opportunities Inst2 CLNRX 0.07 0.79 -0.43 7.13 6.59 5.98
Columbia Global Opportunities R CSARX 0.00 0.52 -0.58 6.56 5.95 5.32
Columbia Global Opportunities Inst CSAZX 0.07 0.80 -0.43 7.09 6.51 5.89
Columbia Global Opportunities Adv CSDRX 0.07 0.80 -0.50 7.07 6.50 5.84
Calamos Global Growth & Income C CVLCX -0.23 1.66 0.47 8.42 4.76 5.47
Calamos Global Growth & Income A CVLOX -0.21 2.03 0.55 9.10 5.51 6.26
Natixis ASG Dynamic Allocation A DAAFX 1.03 -1.01 -0.19 6.48 --- ---
Natixis ASG Dynamic Allocation C DACFX 0.95 -1.38 -0.38 5.80 --- ---
Natixis ASG Dynamic Allocation Y DAYFX 1.03 -0.91 -0.18 6.75 --- ---
Dreyfus Global Multi-Asset Income A DRAAX 1.16 0.32 -0.40 --- --- ---
Dreyfus Global Multi-Asset Income C DRACX 1.10 -0.09 -0.66 --- --- ---
Destinations Real Assets I DRAFX -0.71 -1.81 1.66 3.18 --- ---
Dreyfus Global Multi-Asset Income I DRAIX 1.18 0.48 -0.33 --- --- ---
Dreyfus Global Multi-Asset Income Y DRAYX 1.18 0.48 -0.41 --- --- ---
Destinations Real Assets Z DRAZX --- --- --- --- --- ---
Destra Wolverine Dynamic Asset A DWAAX 0.35 1.78 1.15 7.20 --- ---
Destra Wolverine Dynamic Asset C DWACX 0.27 1.35 0.99 6.40 --- ---
Arrow DWA Balanced A DWAFX -0.08 -0.15 -1.07 5.77 2.23 3.61
Destra Wolverine Dynamic Asset I DWAIX 0.35 1.96 1.33 7.56 --- ---
Arrow DWA Balanced Institutional DWANX -0.15 -0.08 -1.06 6.03 2.46 3.86
Arrow DWA Balanced C DWATX -0.17 -0.58 -1.32 4.95 1.44 2.83
Wells Fargo Asset Allocation A EAAFX 0.56 -1.24 -0.83 3.08 3.52 3.59
Wells Fargo Asset Allocation Inst EAAIX 0.63 -1.04 -0.69 3.54 3.92 4.02
Eaton Vance Multi-Strategy All Mkt A EAAMX 0.82 -0.41 0.35 3.55 4.59 4.18
Wells Fargo Asset Allocation C EACFX 0.51 -1.64 -1.00 2.29 2.73 2.82
First Eagle Global R4 EAGRX 0.05 --- -0.79 --- --- ---
Wells Fargo Asset Allocation Admin EAIFX 0.63 -1.09 -0.69 3.35 3.72 3.81
First Eagle Global R3 EARGX 0.03 --- --- --- --- ---
Wells Fargo Asset Allocation R EAXFX 0.57 -1.39 -0.84 2.89 3.29 3.35
Eaton Vance Multi-Strategy All Mkt C ECAMX 0.78 -0.74 0.21 2.91 3.83 3.42
Eaton Vance Global Income Builder A EDIAX 0.86 0.75 0.46 4.79 5.14 7.07
Eaton Vance Global Income Builder C EDICX 0.80 0.22 0.27 3.95 4.35 6.27
Eaton Vance Global Income Builder I EDIIX 0.88 0.80 0.52 4.96 5.43 7.34
Eaton Vance Global Income Builder R EDIRX 0.84 0.60 0.39 4.52 4.88 6.82
Eaton Vance Multi-Strategy All Mkt I EIAMX 0.89 -0.19 0.41 3.82 4.87 4.43
First Eagle Global Income Builder R3 FBRRX 0.45 --- --- --- --- ---
Templeton Global Balanced C FCGBX 0.65 -0.82 -0.55 0.31 2.01 3.48
First Eagle Global Income Builder A FEBAX 0.47 -0.21 -0.20 3.11 5.58 5.30
First Eagle Global Income Builder C FEBCX 0.41 -0.63 -0.39 2.35 4.80 4.52
First Eagle Global Income Builder I FEBIX 0.50 -0.07 -0.14 3.29 5.86 5.56
First Eagle Global Income Builder R6 FEBRX 0.50 -0.05 -0.13 3.42 --- ---
First Eagle Global R6 FEGRX 0.07 -0.51 -0.74 4.27 --- ---
First Eagle Global C FESGX -0.02 -1.09 -1.02 3.17 5.95 5.39
Templeton Global Balanced R6 FGGBX 0.65 -0.57 -0.49 1.53 3.13 4.56
Meeder Global Allocation Retail FLFGX 0.48 1.26 0.57 9.81 5.17 6.70
Franklin Mutual Quest R6 FMQRX 0.73 4.16 2.35 6.26 6.68 6.66
Franklin Mutual Quest R FMQSX 0.69 3.82 2.23 5.71 6.07 6.06
Federated Global Allocation B FSBBX 0.24 0.06 0.24 5.52 3.34 4.57
Federated Global Allocation C FSBCX 0.26 0.11 0.26 5.56 3.41 4.63
Federated Global Allocation R FSBKX 0.33 0.31 0.33 5.93 3.76 4.98
Federated Global Allocation R6 FSBLX 0.37 0.69 0.52 6.68 --- ---
Federated Global Allocation A FSTBX 0.34 0.48 0.44 6.35 4.18 5.42
JPMorgan Global Allocation A GAOAX 0.22 0.12 -0.42 5.34 5.22 6.27
JPMorgan Global Allocation C GAOCX 0.22 -0.11 -0.54 4.79 4.70 5.75
JPMorgan Global Allocation R2 GAONX 0.25 -0.02 -0.50 5.05 4.95 6.00
JPMorgan Global Allocation I GAOSX 0.29 0.29 -0.35 5.60 5.49 6.54
JPMorgan Global Allocation R6 GAOZX 0.27 0.32 -0.32 --- --- ---
GMO Global Asset Allocation Series R6 GATRX 0.26 -1.70 -1.50 2.96 3.90 4.13
KL Allocation Advisor GAVAX -1.59 -4.80 -4.80 1.50 3.54 5.39
KL Allocation Institutional GAVIX -1.50 -4.61 -4.67 1.82 3.81 5.65
GMO Strategic Opportunities Allc III GBATX 0.34 -2.18 -2.00 3.66 5.14 5.55
GMO Benchmark-Free III GBFFX -0.09 -1.92 -2.40 2.80 4.80 3.86
GMO Benchmark-Free Allocation Ser PS GBFPX -0.03 --- -1.72 --- --- ---
American Funds Global Balanced A GBLAX 0.77 0.56 -0.55 4.25 5.15 5.74
American Funds Global Balanced C GBLCX 0.71 0.14 -0.71 3.46 4.33 4.90
American Funds Global Balanced F1 GBLEX 0.76 0.51 -0.53 4.20 5.09 5.68
American Funds Global Balanced F2 GBLFX 0.77 0.64 -0.49 4.45 5.36 5.96
GMO Benchmark-Free Allocation IV GBMBX -0.06 -1.08 -1.69 2.31 2.96 3.16
GMO Benchmark-Free Allocation III GBMFX -0.08 -1.13 -1.71 2.25 2.90 3.11
GMO Benchmark-Free Allocation Ser R6 GBMRX -0.13 -1.16 -1.72 2.19 2.78 2.99
Meeder Global Allocation Adviser GBPAX 0.52 1.40 0.61 10.16 --- ---
Meeder Global Allocation Institutional GBPIX 0.53 1.48 0.61 10.47 --- ---
Lazard Global Dynamic Multi-Asset Inst GDMIX 0.87 1.48 1.13 9.36 --- ---
Lazard Global Dynamic Multi-Asset Open GDMOX 0.95 1.39 1.13 9.13 --- ---
American Funds Global Balanced F3 GFBLX 0.80 0.72 -0.47 4.55 --- ---
Goldman Sachs Growth Strategy P GGPPX -0.06 --- -0.38 --- --- ---
Goldman Sachs Growth Strategy A GGSAX -0.13 -0.38 -0.50 6.77 6.94 7.25
Goldman Sachs Growth Strategy C GGSCX -0.19 -0.76 -0.70 5.94 6.12 6.44
Goldman Sachs Growth Strategy Instl GGSIX -0.13 -0.19 -0.44 7.19 7.36 7.66
Goldman Sachs Growth Strategy R GGSRX -0.13 -0.52 -0.58 6.46 6.65 6.98
Goldman Sachs Growth Strategy Svc GGSSX -0.13 -0.44 -0.57 6.61 6.82 7.14
Goldman Sachs Growth Strategy Inv GGSTX -0.06 -0.26 -0.45 7.04 7.20 7.51
Goldman Sachs Growth Strategy R6 GGSUX -0.06 -0.13 -0.44 7.17 --- ---
GMO Implementation GIMFX -0.11 -1.70 -2.40 1.90 2.76 3.75
Power Global Tactical Allc/JAForlines C GLACX -0.24 --- -1.62 --- --- ---
GMO Global Asset Allocation Series PS GLAPX 0.28 --- --- --- --- ---
Leuthold Global Inst GLBIX -0.67 -3.96 -3.26 1.24 3.83 4.56
Leuthold Global Retail GLBLX -0.74 -4.07 -3.26 1.07 3.60 4.33
Goldman Sachs Satellite Strategies P GMFPX 0.64 --- -1.66 --- --- ---
GMO Risk Premium VI GMOKX 0.87 0.49 4.41 3.62 6.66 7.32
GMO Risk Premium III GMRPX 0.80 0.38 4.35 3.49 6.55 7.22
GMO Global Asset Allocation III GMWAX 0.27 -1.66 -1.48 3.05 4.05 4.29
Guidepath® Growth and Income GPIGX 0.86 --- --- --- --- ---
GuidePath® Multi-Asset Income Allc Svc GPMIX 0.58 -0.98 1.42 1.77 3.83 3.91
Power Global Tactical Allc/JAForlines A GTAAX -0.15 --- -1.43 --- --- ---
Power Global Tactical Allc/JAForlines I GTAIX -0.03 --- -1.31 --- --- ---
AIG Global Trends A GTFAX 1.47 1.39 3.39 7.29 2.56 1.81
AIG Global Trends C GTFCX 1.46 1.05 3.22 6.61 1.91 1.15
AIG Global Trends W GTFWX 1.52 1.44 3.41 7.51 2.78 2.02
Goldman Sachs Satellite Strategies A GXSAX 0.53 -2.98 -1.89 1.30 3.55 3.02
Goldman Sachs Satellite Strategies C GXSCX 0.58 -3.25 -1.97 0.65 2.83 2.26
Goldman Sachs Satellite Strategies Instl GXSIX 0.63 -2.68 -1.67 1.84 3.99 3.46
Goldman Sachs Satellite Strategies R GXSRX 0.59 -3.00 -1.84 1.17 3.37 2.79
Goldman Sachs Satellite Strategies Svc GXSSX 0.63 -2.92 -1.80 1.31 3.47 2.92
Goldman Sachs Satellite Strategies Inv GXSTX 0.59 -2.75 -1.71 1.69 3.88 3.30
Goldman Sachs Satellite Strategies R6 GXSUX 0.63 -2.67 -1.67 1.73 --- ---
Highland Global Allocation A HCOAX 7.32 6.02 4.14 7.89 1.34 6.16
Highland Global Allocation C HCOCX 7.37 5.56 4.01 7.11 0.58 5.38
Highland Global Allocation Y HCOYX 7.37 6.12 4.29 8.12 1.57 6.40
Janus Henderson Dividend & Inc Builder A HDAVX 1.68 -0.56 0.18 4.76 5.31 6.64
Janus Henderson Dividend & Inc Builder C HDCVX 1.65 -0.95 0.05 4.05 4.53 5.84
Janus Henderson Dividend & Inc Builder D HDDVX 1.71 -0.44 0.21 4.97 --- ---
Janus Henderson Dividend & Inc Builder I HDIVX 1.64 -0.42 0.22 5.06 5.55 6.89
Janus Henderson Dividend & Inc Builder S HDQVX 1.72 -0.61 0.21 4.72 --- ---
Janus Henderson Dividend & Inc Builder N HDRVX 1.65 -0.41 0.22 5.06 --- ---
Janus Henderson Dividend & Inc Builder T HDTVX 1.70 -0.46 0.19 4.94 --- ---
Janus Henderson All Asset A HGAAX 0.39 -1.05 -0.86 2.91 3.00 3.43
Janus Henderson All Asset C HGACX 0.39 -1.45 -0.97 2.14 2.22 2.65
Janus Henderson All Asset D HGADX 0.49 -0.86 -0.77 3.13 --- ---
Janus Henderson All Asset I HGAIX 0.39 -0.86 -0.77 3.14 3.27 3.70
Janus Henderson All Asset S HGAQX 0.49 -0.96 -0.77 2.92 --- ---
Janus Henderson All Asset N HGARX 0.39 -0.86 -0.77 3.27 --- ---
Janus Henderson All Asset T HGATX 0.48 -0.96 -0.77 3.15 --- ---
Hartford Global All-Asset A HLAAX -0.38 -1.03 -0.65 3.59 5.20 5.71
Hartford Global All-Asset C HLACX -0.38 -1.41 -0.76 2.87 4.43 4.95
Hartford Global All-Asset F HLAFX -0.28 -0.84 -0.47 4.04 --- ---
Hartford Global All-Asset I HLAIX -0.28 -0.84 -0.47 3.97 5.48 6.01
Hartford Global All-Asset R3 HLARX -0.38 -1.21 -0.66 3.30 4.90 5.44
Hartford Global All-Asset R4 HLASX -0.28 -1.01 -0.55 3.68 5.24 5.77
Hartford Global All-Asset R5 HLATX -0.28 -0.84 -0.47 4.03 5.34 5.93
Hartford Global All-Asset R6 HLAUX -0.28 --- -0.47 --- --- ---
Hartford Global All-Asset Y HLAYX -0.28 -0.83 -0.47 4.02 5.59 6.12
Hartford Global Real Asset A HRLAX -0.32 0.21 -2.37 9.70 4.64 -0.12
Hartford Global Real Asset C HRLCX -0.32 -0.22 -2.52 9.02 3.84 -0.85
Hartford Global Real Asset F HRLFX -0.32 0.32 -2.27 10.07 --- ---
Hartford Global Real Asset I HRLIX -0.21 0.42 -2.17 10.14 4.95 0.16
Hartford Global Real Asset R3 HRLRX -0.31 0.11 -2.36 9.57 4.36 -0.36
Hartford Global Real Asset R4 HRLSX -0.21 0.32 -2.27 9.85 4.68 -0.07
Hartford Global Real Asset R5 HRLTX -0.21 0.42 -2.17 10.13 4.99 0.19
Hartford Global Real Asset Y HRLYX -0.32 0.42 -2.27 10.15 5.02 0.25
Voya Global Multi-Asset W IAFWX 0.41 0.66 0.58 7.45 6.29 6.26
Voya Global Perspectives A IAPVX 0.09 0.09 0.60 5.04 4.97 5.22
Ivy Asset Strategy E IASEX 0.20 3.33 1.30 11.03 1.48 2.87
Ivy Asset Strategy R IASRX 0.21 3.07 1.18 10.55 1.07 2.47
Ivy Asset Strategy N IASTX 0.24 3.53 1.35 11.39 1.82 ---
Dynamic International Opportunity I ICCIX 0.36 -6.93 -6.69 0.53 4.94 3.25
Dynamic International Opportunity N ICCNX 0.37 -7.10 -6.71 0.27 4.66 2.98
Voya Global Perspectives C ICPVX 0.09 -0.35 0.44 4.26 4.18 4.45
Voya Global Multi-Asset O IDSIX 0.34 0.50 0.42 7.10 6.00 5.97
AIG Income Explorer A IEAAX -0.09 -0.88 -0.49 1.83 6.88 5.73
AIG Income Explorer C IEACX -0.09 -1.23 -0.60 1.17 6.20 5.06
AIG Income Explorer W IEAWX -0.07 -0.78 -0.44 2.03 7.09 5.94
Voya Global Target Payment A IGPAX 0.35 -0.37 0.42 3.59 3.97 4.81
Voya Global Target Payment C IGPCX 0.40 -0.75 0.27 2.89 3.21 4.05
Voya Global Target Payment I IGPIX 0.37 -0.23 0.50 3.90 4.27 5.12
Voya Global Target Payment R IGPRX 0.32 -0.63 0.35 3.29 3.70 4.56
Voya Global Target Payment W IGPWX 0.37 -0.23 0.50 3.78 4.21 5.08
Ivy Global Income Allocation E IIBEX 0.72 -0.17 0.87 3.95 3.81 4.77
Ivy Global Income Allocation I IIBIX 0.78 0.01 0.96 4.36 4.22 5.18
Voya Global Perspectives I IIPVX 0.09 0.26 0.69 5.30 5.20 5.49
Ivy Global Income Allocation N ILIAX 0.78 0.09 1.00 4.54 4.39 ---
Pioneer Solutions Balanced Y IMOYX 0.16 -1.29 -0.97 3.18 2.71 4.52
Columbia Global Opportunities A IMRFX 0.07 0.66 -0.50 6.81 6.23 5.62
Voya Global Perspectives Port A IPARX 0.20 0.29 0.82 5.25 4.85 5.09
Voya Global Perspectives Port I IPIRX 0.20 0.46 0.90 5.58 5.21 5.46
Voya Global Perspectives Port S IPSRX 0.23 0.32 0.84 5.37 4.92 5.19
Voya Global Perspectives R IRPVX 0.09 -0.09 0.52 4.73 4.69 4.96
Ivy Asset Strategy I IVAEX 0.24 3.40 1.34 11.20 1.67 3.08
Ivy Global Income Allocation A IVBAX 0.72 -0.14 0.89 4.08 3.86 4.82
Ivy Global Income Allocation B IVBBX 0.60 -0.66 0.66 3.11 2.96 3.89
Ivy Global Income Allocation C IVBCX 0.67 -0.54 0.67 3.32 3.21 4.16
Ivy Global Income Allocation Y IVBYX 0.78 -0.10 0.91 4.14 3.99 4.95
IVA Worldwide A IVWAX 0.64 -0.05 -0.63 4.69 5.15 5.32
IVA Worldwide C IVWCX 0.60 -0.43 -0.81 3.98 4.37 4.53
IVA Worldwide I IVWIX 0.69 0.11 -0.53 4.98 5.43 5.59
Ivy Wilshire Global Allocation A IWGAX 0.35 0.47 0.00 5.31 0.83 2.47
Ivy Wilshire Global Allocation B IWGBX 0.37 0.00 -0.12 4.23 -0.20 1.45
Ivy Wilshire Global Allocation C IWGCX 0.37 0.12 -0.12 4.44 0.00 1.64
Ivy Wilshire Global Allocation I IWGIX 0.46 0.69 0.12 5.61 1.16 2.79
Ivy Wilshire Global Allocation N IWGNX 0.47 --- 0.12 --- --- ---
Ivy Wilshire Global Allocation R IWGRX 0.23 --- -0.12 --- --- ---
Ivy Wilshire Global Allocation Y IWGYX 0.35 --- 0.00 --- --- ---
Voya Global Perspectives W IWPVX 0.17 0.26 0.69 5.37 5.22 5.52
Ivy Global Income Allocation R IYGBX 0.72 -0.28 0.82 3.73 3.60 4.56
Janus Henderson Adaptive Global Allc A JAGAX 0.19 -0.28 0.76 5.40 5.33 ---
Janus Henderson Adaptive Global Allc D JAGDX 0.19 -0.19 0.76 5.63 5.41 ---
Janus Henderson Adaptive Global Allc N JAGNX 0.28 -0.09 0.86 5.74 5.60 ---
Janus Henderson Adaptive Global Allc S JAGSX 0.28 -0.28 0.76 5.37 5.21 ---
Janus Henderson Adaptive Global Allc C JAVCX 0.19 -0.57 0.67 4.71 4.57 ---
Janus Henderson Global Allc Cnsrv A JCAAX 0.24 0.08 -0.78 3.92 3.66 4.26
Janus Henderson Global Allc Cnsrv C JCACX 0.16 -0.24 -0.96 3.17 3.18 3.67
Janus Henderson Global Allc Cnsrv I JCAIX 0.24 0.24 -0.78 4.13 3.90 4.52
Janus Henderson Global Allc Cnsrv S JCASX 0.24 0.00 -0.86 3.71 3.48 4.10
Janus Henderson Global Allocation Gr A JGCAX 0.48 1.96 0.48 8.31 6.05 6.63
Janus Henderson Global Allocation Gr C JGCCX 0.42 1.57 0.35 7.58 5.47 5.95
Janus Henderson Global Allocation Gr I JGCIX 0.48 2.09 0.55 8.56 6.31 6.88
Janus Henderson Global Allocation Gr S JGCSX 0.49 1.83 0.42 8.04 5.86 6.43
Janus Henderson Global Allocation Mod A JMOAX 0.30 0.92 -0.38 5.98 4.83 5.41
Janus Henderson Global Allocation Mod C JMOCX 0.23 0.54 -0.54 5.18 4.24 4.75
Janus Henderson Global Allocation Mod I JMOIX 0.30 1.06 -0.30 6.22 5.08 5.65
Janus Henderson Global Allocation Mod S JMOSX 0.31 0.92 -0.38 5.83 4.67 5.24
Janus Henderson Global Allc Cnsrv D JMSCX 0.16 0.16 -0.78 4.06 3.84 4.45
Janus Henderson Global Allocation Gr D JNSGX 0.48 2.09 0.55 8.44 6.22 6.81
Janus Henderson Global Allocation Mod D JNSMX 0.30 1.06 -0.30 6.22 5.05 5.60
JOHCM Global Income Builder Instl JOBIX 0.40 -0.93 -1.36 --- --- ---
JOHCM Global Income Builder I JOFIX 0.39 -0.98 -1.38 --- --- ---
Janus Henderson Global Allc Cnsrv T JSPCX 0.24 0.16 -0.78 3.99 3.81 4.40
Janus Henderson Global Allocation Gr T JSPGX 0.55 2.02 0.55 8.39 6.20 6.76
Janus Henderson Global Allocation Mod T JSPMX 0.30 0.99 -0.38 6.09 4.99 5.55
Janus Henderson Adaptive Global Allc I JVGIX 0.28 -0.09 0.86 5.69 5.58 ---
Janus Henderson Adaptive Global Allc T JVGTX 0.28 -0.19 0.76 5.52 5.42 ---
DWS Global Income Builder A KTRAX 1.07 -0.40 1.51 5.79 6.07 5.41
DWS Global Income Builder C KTRCX 1.08 -0.80 1.41 5.04 5.26 4.59
DWS Global Income Builder Inst KTRIX 1.13 -0.19 1.67 6.04 6.32 5.65
DWS Global Income Builder S KTRSX 1.13 -0.29 1.56 6.01 6.29 5.62
DWS Global Income Builder R6 KTRZX 1.05 -0.23 1.48 6.15 6.33 ---
Lord Abbett Multi-Asset Global Opp C LAGCX -0.09 -1.19 -0.58 2.71 3.07 3.44
Lord Abbett Multi-Asset Global Opp A LAGEX 0.01 -0.73 -0.34 3.56 3.83 4.23
Lord Abbett Multi-Asset Global Opp F LAGFX -0.05 -0.67 -0.30 3.61 3.98 4.38
Lord Abbett Multi-Asset Global Opp R2 LAGQX -0.08 -1.02 -0.50 3.10 3.46 3.86
Lord Abbett Multi-Asset Global Opp R3 LARRX -0.06 -0.95 -0.49 3.18 3.58 4.00
Lord Abbett Multi-Asset Global Opp R4 LARSX -0.07 -0.81 -0.42 3.42 3.85 ---
Lord Abbett Multi-Asset Global Opp R5 LARTX -0.02 -0.61 -0.36 3.69 4.10 ---
Lord Abbett Multi-Asset Global Opp R6 LARVX 0.00 -0.50 -0.26 3.91 4.17 ---
Lord Abbett Multi-Asset Global Opp I LGEYX -0.02 -0.61 -0.27 3.69 4.10 4.50
Loomis Sayles Global Allocation A LGMAX 0.78 5.02 2.38 11.96 8.23 8.66
Loomis Sayles Global Allocation C LGMCX 0.70 4.61 2.23 11.11 7.42 7.85
Loomis Sayles Global Allocation N LGMNX 0.82 5.23 2.50 12.34 --- ---
Lord Abbett Multi-Asset Global Opp F3 LOGEX 0.00 -0.59 -0.35 3.82 --- ---
Loomis Sayles Global Allocation Y LSWWX 0.78 5.13 2.46 12.23 8.50 8.93
BlackRock Global Allocation Instl MALOX 0.54 -0.01 -0.01 4.00 4.15 4.86
Morgan Stanley Inst Global Strat A MBAAX 1.14 0.24 -0.41 5.39 4.82 4.73
BlackRock Global Allocation Inv C MCLOX 0.45 -0.56 -0.28 2.93 3.10 3.80
MainStay Income Builder C MCTRX 1.27 -2.00 1.51 1.37 3.57 4.93
BlackRock Global Allocation Inv A MDLOX 0.56 -0.15 -0.05 3.73 3.87 4.58
MFS® Global Total Return B MFWBX 0.85 -2.07 -1.02 1.81 4.13 4.41
MFS® Global Total Return C MFWCX 0.91 -2.04 -0.99 1.87 4.14 4.42
MFS® Global Total Return R1 MFWGX 0.87 -2.09 -1.04 1.82 4.12 4.41
MFS® Global Total Return R3 MFWHX 0.95 -1.62 -0.79 2.62 4.94 5.22
MFS® Global Total Return I MFWIX 0.92 -1.56 -0.78 2.86 5.18 5.45
MFS® Global Total Return R4 MFWJX 0.97 -1.54 -0.77 2.88 5.17 5.47
MFS® Global Total Return R6 MFWLX 1.00 -1.46 -0.76 2.95 5.28 5.56
MFS® Global Total Return A MFWTX 0.96 -1.61 -0.84 2.63 4.92 5.20
MFS® Global Total Return R2 MGBRX 0.90 -1.81 -0.91 2.36 4.66 4.94
MassMutual Select BlackRock Glbl Allc A MGJAX 0.54 -0.18 0.00 3.68 3.61 4.29
MassMutual Select BlackRock Glbl Allc R4 MGJFX 0.55 -0.18 -0.09 3.70 3.71 ---
MassMutual Select BlackRock Glbl Allc I MGJIX 0.63 0.09 0.09 4.19 4.20 ---
MassMutual Select BlackRock Glbl Allc R3 MGJRX 0.55 -0.27 -0.09 3.49 3.47 ---
Morgan Stanley Inst Global Strat IS MGPOX 1.19 0.41 -0.35 5.73 5.18 ---
MassMutual Select BlackRock Glb Allc Adm MGSLX 0.61 -0.09 0.00 3.95 3.88 4.54
MassMutual Select BlackRock Glb Allc R5 MGSSX 0.62 0.09 0.09 4.13 4.07 4.74
MassMutual Select BlackRock Glb Allc Svc MGSYX 0.54 0.00 0.00 3.99 3.98 4.66
BlackRock Global Allocation K MKLOX 0.54 0.03 0.03 4.09 --- ---
MainStay Income Builder B MKTRX 1.27 -2.04 1.46 1.32 3.56 4.92
Morgan Stanley Inst Global Strat Instl MPBAX 1.13 0.35 -0.41 5.70 5.14 5.07
Franklin Mutual Quest Z MQIFX 0.73 4.09 2.35 6.24 6.59 6.58
BlackRock Global Allocation R MRLOX 0.53 -0.33 -0.12 3.41 3.52 4.23
Morgan Stanley Inst Global Strat L MSDLX 1.15 0.00 -0.53 4.90 4.29 4.20
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX 1.22 -0.78 -0.72 2.28 3.48 ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX 1.11 -1.11 -0.93 1.87 3.12 ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX 1.15 -1.38 -1.00 1.15 2.37 ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX 1.23 -0.76 -0.72 2.32 3.56 ---
Morgan Stanley Inst Global Strat C MSSOX 1.09 -0.18 -0.66 4.54 4.00 ---
MainStay Income Builder Inv MTINX 1.34 -1.63 1.66 2.10 4.33 5.72
MainStay Income Builder R6 MTODX 1.37 --- 1.77 --- --- ---
MainStay Income Builder I MTOIX 1.36 -1.39 1.79 2.47 4.74 6.15
MainStay Income Builder A MTRAX 1.35 -1.57 1.69 2.24 4.48 5.90
MainStay Income Builder R2 MTXRX 1.35 -1.57 1.72 2.13 4.38 ---
MainStay Income Builder R3 MTXVX 1.32 -1.71 1.60 1.92 --- ---
Neuberger Berman Global Allocation A NGLAX 0.00 0.60 0.00 6.61 4.43 4.78
Neuberger Berman Global Allocation C NGLCX -0.17 0.18 -0.17 5.73 3.63 3.98
Neuberger Berman Global Allocation Instl NGLIX -0.08 0.76 0.08 6.91 4.79 5.14
Nuveen Real Asset Income A NRIAX 1.49 -0.69 1.89 1.94 5.42 6.45
Nuveen Real Asset Income C NRICX 1.42 -1.11 1.70 1.17 4.63 5.66
Nuveen Real Asset Income R6 NRIFX 1.55 -0.53 2.00 2.30 --- ---
Nuveen Real Asset Income I NRIIX 1.56 -0.55 1.96 2.20 5.68 6.72
Old Westbury Strategic Opportunities OWSOX 0.13 0.90 -0.13 5.35 4.24 5.18
T. Rowe Price Global Allocation Advisor PAFGX 0.47 1.27 0.55 6.28 6.22 6.84
AllianzGI Global Allocation A PALAX 0.28 -1.66 -0.43 3.64 4.29 4.61
AllianzGI Global Allocation C PALCX 0.26 -2.01 -0.52 2.98 3.53 3.84
AllianzGI Global Allocation Instl PALLX 0.33 -1.48 -0.38 3.88 4.48 4.83
Preserver Alternative Opportunits Instl PAOIX 0.43 2.35 1.73 6.01 --- ---
Preserver Alternative Opportunits Retl PAORX 0.34 2.18 1.65 5.72 --- ---
PineBridge Dynamic Asset Allc Instl PDAIX -0.27 -0.44 -1.41 6.57 --- ---
Principal Diversified Real Asset R6 PDARX -0.09 0.43 -0.26 4.52 1.86 ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX -0.27 -0.53 -1.41 6.33 --- ---
Principal Diversified Real Asset Instl PDRDX -0.09 0.43 -0.26 4.46 1.83 1.51
RiskPro® PFG 0-15 R PFADX 0.31 -2.42 -0.51 --- --- ---
RiskPro® Dynamic 15-25 R PFDPX 0.21 -1.02 -0.10 --- --- ---
PIMCO Global Multi-Asset Instl PGAIX 0.72 0.57 0.68 5.88 4.40 4.90
PIMCO Global Multi-Asset I2 PGAPX 0.64 0.46 0.59 5.69 4.28 4.79
Principal Diversified Real Asset R3 PGDRX -0.17 0.17 -0.43 3.87 --- ---
Principal Diversified Real Asset R4 PGDSX -0.17 0.26 -0.34 4.14 --- ---
Principal Diversified Real Asset R5 PGDTX -0.17 0.34 -0.34 4.27 --- ---
PIMCO Global Multi-Asset A PGMAX 0.56 0.32 0.53 5.31 3.84 4.32
PIMCO Global Multi-Asset C PGMCX 0.50 -0.14 0.32 4.48 3.08 3.54
PIMCO Global Multi-Asset R PGMRX 0.57 0.14 0.41 4.98 3.59 4.05
PhaseCapital Dynamic Multi-Asset GrInstl PHDIX 0.60 -2.26 1.31 --- --- ---
Pioneer Solutions Balanced A PIALX 0.17 -1.39 -0.99 3.01 2.48 4.26
Pioneer Solutions Balanced C PIDCX 0.09 -1.78 -1.16 2.25 1.73 3.52
PIMCO Dividend and Income C PQICX 0.00 -1.76 -1.85 5.03 2.42 3.67
PIMCO Dividend and Income Institutional PQIIX 0.17 -1.18 -1.55 6.27 3.58 4.81
PIMCO Dividend and Income I2 PQIPX 0.17 -1.20 -1.58 6.19 3.51 4.74
PIMCO Dividend and Income A PQIZX 0.09 -1.37 -1.67 5.89 3.20 4.45
T. Rowe Price Real Assets PRAFX -0.52 -1.63 0.26 5.53 6.40 3.28
Principal Diversified Real Asset A PRDAX -0.09 0.26 -0.34 4.09 1.43 1.12
Principal Diversified Real Asset C PRDCX -0.17 -0.17 -0.52 3.35 0.69 0.37
T. Rowe Price Real Assets I PRIKX -0.43 -1.54 0.35 5.72 --- ---
Oppenheimer Global Allocation C QGRCX -0.16 -0.53 0.48 2.17 3.64 4.60
Oppenheimer Global Allocation I QGRIX -0.05 0.15 0.77 3.43 4.88 5.84
Oppenheimer Global Allocation R QGRNX -0.10 -0.21 0.62 2.71 4.19 5.13
Oppenheimer Global Allocation Y QGRYX -0.05 0.05 0.71 3.25 4.69 5.65
Oppenheimer Global Multi-Asset Growth A QMGAX -0.17 -1.29 0.00 3.34 --- ---
Oppenheimer Global Multi-Asset Growth C QMGCX -0.18 -1.65 -0.18 2.57 --- ---
Oppenheimer Global Multi-Asset Growth I QMGIX -0.09 -1.12 0.09 3.66 --- ---
Oppenheimer Global Multi-Asset Growth R QMGRX -0.09 -1.30 0.00 3.14 --- ---
Oppenheimer Global Multi-Asset Growth Y QMGYX -0.09 -1.21 0.09 3.54 --- ---
Oppenheimer Global Allocation A QVGIX -0.05 -0.10 0.66 2.99 4.44 5.38
RiverFront Asset Allocation Gr & Inc A RAGIX -0.38 --- --- --- --- ---
Lazard Real Assets & Pricing Opps Instl RALIX 0.29 -0.74 0.57 3.29 --- ---
Lazard Real Assets & Pricing Opps Open RALOX 0.32 -0.87 0.60 3.10 --- ---
Cohen & Steers Real Assets A RAPAX -0.77 -2.18 -1.75 2.72 1.43 0.14
Cohen & Steers Real Assets C RAPCX -0.95 -2.58 -1.94 2.02 0.70 -0.56
Cohen & Steers Real Assets I RAPIX -0.89 -2.08 -1.65 2.96 1.72 0.45
Cohen & Steers Real Assets R RAPRX -0.80 -2.20 -1.67 2.54 1.27 -0.04
Cohen & Steers Real Assets Z RAPZX -0.78 -1.97 -1.65 3.08 1.73 0.41
Brookfield Real Assets Securities A RASAX 1.17 -0.47 3.31 0.46 2.54 ---
Brookfield Real Assets Securities C RASCX 1.05 -0.78 3.19 -0.11 1.94 ---
Brookfield Real Assets Securities I RASIX 1.12 -0.48 3.29 0.46 2.58 ---
Brookfield Real Assets Securities Y RASYX 1.12 -0.48 3.29 0.46 2.54 ---
Russell Inv Multi-Asset Growth Strat A RAZAX 0.02 0.26 -0.64 --- --- ---
Russell Inv Multi-Asset Growth Strat C RAZCX 0.02 -0.13 -0.83 --- --- ---
American Funds Capital Income Bldr R2E RCEEX 0.87 -2.25 0.37 1.53 3.89 ---
American Funds Global Balanced R2 RGBBX 0.70 0.13 -0.72 3.46 4.34 4.92
American Funds Global Balanced R3 RGBCX 0.74 0.37 -0.62 3.90 4.81 5.39
American Funds Global Balanced R4 RGBEX 0.78 0.56 -0.52 4.24 5.12 5.71
American Funds Global Balanced R5 RGBFX 0.79 0.70 -0.48 4.50 5.43 6.01
American Funds Global Balanced R6 RGBGX 0.80 0.72 -0.47 4.55 5.49 6.07
American Funds Global Balanced R5E RGBHX 0.77 0.65 -0.49 4.50 --- ---
American Funds Global Balanced R1 RGBLX 0.69 0.12 -0.73 3.42 4.36 5.01
American Funds Global Balanced R2E RGGHX 0.74 0.29 -0.65 3.76 4.73 ---
American Funds Capital Income Bldr R1 RIRAX 0.85 -2.40 0.31 1.23 3.56 4.73
American Funds Capital Income Bldr R2 RIRBX 0.85 -2.40 0.32 1.24 3.57 4.75
American Funds Capital Income Bldr R3 RIRCX 0.88 -2.18 0.41 1.68 4.02 5.19
American Funds Capital Income Bldr R4 RIREX 0.92 -2.00 0.48 1.99 4.34 5.52
American Funds Capital Income Bldr R5 RIRFX 0.93 -1.85 0.56 2.30 4.65 5.83
American Funds Capital Income Bldr R6 RIRGX 0.93 -1.81 0.57 2.35 4.71 5.89
American Funds Capital Income Bldr R5E RIRHX 0.93 -1.89 0.54 2.22 --- ---
RiverFront Asset Allocation Gr & Inc Inv RLGAX -0.38 0.66 0.17 6.49 5.79 6.88
RiverFront Asset Allocation Gr & Inc C RLGCX -0.44 0.20 -0.01 5.71 4.98 6.06
RiverFront Asset Allocation Gr & Inc I RLIIX -0.31 0.80 0.24 6.79 6.06 7.16
Russell Inv Multi-Asset Growth Strat M RMATX 0.11 0.42 -0.56 2.66 --- ---
Russell Inv Multi-Asset Growth Strat S RMGSX 0.08 0.27 -0.58 2.46 --- ---
Russell Inv Multi-Asset Growth Strat Y RMGYX 0.12 0.45 -0.55 --- --- ---
T. Rowe Price Global Allocation RPGAX 0.39 1.42 0.63 6.50 6.41 6.99
CCA Aggressive Return Instl RSKIX 0.68 -2.38 -0.17 3.17 3.40 3.74
Columbia Global Opportunities C RSSCX 0.00 0.23 -0.75 6.00 5.44 4.82
Redwood Systematic Macro Trnd (SMarT) I RWSIX -0.27 2.92 2.99 --- --- ---
Redwood Systematic Macro Trnd (SMarT) N RWSNX -0.30 2.76 2.93 --- --- ---
SEI Aggressive Strategy D (SAAT) SASDX 0.13 -0.13 0.20 6.46 5.44 6.19
Victory Strategic Allocation A SBALX 0.28 0.47 0.56 5.94 5.11 6.38
Federated Global Allocation Instl SBFIX 0.37 0.68 0.51 6.68 4.50 5.73
SEI Aggressive Strategy I (SAAT) SEAIX 0.22 0.19 0.35 7.01 5.95 6.75
First Eagle Global A SGENX 0.03 -0.69 -0.83 3.92 6.75 6.18
Sextant Global High Income SGHIX 2.19 1.82 -0.09 6.74 7.72 6.02
First Eagle Global I SGIIX 0.07 -0.54 -0.76 4.20 7.03 6.46
DWS Multi-Asset Global Allocation S SPGRX 0.32 -1.36 -0.93 3.51 2.67 4.39
SEI Aggressive Strategy F (SAAT) SSGAX 0.14 0.25 0.34 7.24 6.21 7.00
DWS Multi-Asset Global Allocation A SUPAX 0.38 -1.49 -1.00 3.24 2.43 4.14
DWS Multi-Asset Global Allocation C SUPCX 0.25 -1.93 -1.19 2.48 1.65 3.36
Templeton Global Balanced A TAGBX 0.65 -0.75 -0.61 0.81 2.75 4.20
Templeton Global Balanced C1 TCINX 0.65 -0.96 -0.75 0.66 2.34 3.77
Franklin Mutual Quest C TEMQX 0.69 3.57 2.11 5.21 5.53 5.53
Franklin Mutual Quest A TEQIX 0.68 3.96 2.26 5.93 6.32 6.29
T. Rowe Price Global Allocation I TGAFX 0.47 1.50 0.62 6.65 --- ---
Thornburg Investment Income Builder A TIBAX 1.23 -0.04 0.54 6.09 4.00 5.78
Thornburg Investment Income Builder C TIBCX 1.21 -0.42 0.40 5.32 3.26 5.03
Thornburg Investment Income Builder R4 TIBGX 1.25 -0.17 0.47 5.85 3.77 5.56
Thornburg Investment Income Builder I TIBIX 1.29 0.13 0.61 6.44 4.34 6.12
Thornburg Investment Income Builder R5 TIBMX 1.28 0.11 0.63 6.31 4.21 5.99
Thornburg Investment Income Builder R6 TIBOX 1.30 0.21 0.67 6.51 --- ---
Thornburg Investment Income Builder R3 TIBRX 1.20 -0.24 0.45 5.80 3.67 5.46
Templeton Global Balanced A1 TINCX 0.65 -0.43 -0.60 1.13 2.85 4.25
Catalyst/MAP Global Balanced A TRXAX -0.51 0.00 -0.59 2.73 4.02 4.91
Catalyst/MAP Global Balanced C TRXCX -0.55 -0.29 -0.71 2.05 3.28 4.14
Catalyst/MAP Global Balanced I TRXIX -0.45 0.29 -0.45 3.10 4.37 ---
Touchstone Dynamic Global Allocation A TSMAX 0.13 1.27 0.36 5.89 3.71 5.30
Touchstone Dynamic Global Allocation C TSMCX 0.10 0.92 0.18 5.04 2.93 4.52
Touchstone Dynamic Global Allocation Y TSMYX 0.19 1.47 0.43 6.10 3.96 5.57
Thrivent Partner Worldwide Allocation A TWAAX 0.09 -3.23 -4.18 1.93 4.42 4.61
Thrivent Partner Worldwide Allocation S TWAIX 0.18 -3.04 -4.07 2.39 4.87 5.04
Templeton Global Balanced Adv TZINX 0.65 -0.31 -0.52 1.40 3.01 4.51
Victory Strategic Allocation C VBFCX 0.21 0.01 0.40 5.11 4.36 5.61
Victory Strategic Allocation R VBFGX 0.26 0.31 0.50 5.65 4.81 6.06
Victory Strategic Allocation I VBFIX 0.30 0.63 0.68 6.23 5.36 6.62
VALIC Company I Global Strategy VGLSX 0.58 0.09 -0.73 3.01 3.21 4.75
Voya Global Multi-Asset R6 VGMRX 0.33 0.00 0.25 --- --- ---
Voya Global Target Payment R6 VTPRX 0.49 --- 0.62 --- --- ---
Wells Fargo Absolute Return Inst WABIX -0.09 -1.23 -1.75 2.01 2.51 2.77
Wells Fargo Absolute Return A WARAX -0.09 -1.40 -1.84 1.60 2.16 2.37
Wells Fargo Absolute Return C WARCX -0.18 -1.87 -2.05 0.79 1.35 1.58
Wells Fargo Absolute Return Admin WARDX -0.09 -1.40 -1.83 1.68 2.25 2.49
Wells Fargo Absolute Return R WARHX -0.09 -1.58 -1.84 1.35 --- ---
Wells Fargo Absolute Return R6 WARRX -0.09 -1.23 -1.75 2.01 2.60 ---
Ivy Asset Strategy A WASAX 0.20 3.23 1.23 10.86 1.38 2.82
Ivy Asset Strategy B WASBX 0.17 2.85 1.09 10.08 0.63 2.06
Ivy Asset Strategy C WASCX 0.17 2.82 1.08 10.07 0.66 2.09
Ivy Asset Strategy Y WASYX 0.24 3.27 1.28 10.97 1.43 2.84
Wealthfront Risk Parity W WFRPX 2.21 --- 0.94 --- --- ---
Wilmington Real Asset A WMMRX -0.28 -1.02 0.29 4.31 2.72 1.72
Wilmington Real Asset Institutional WMRIX -0.27 -0.88 0.35 4.54 2.99 1.97
Content Partners