World Allocation: Total Returns

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Data through 2/23/2018. 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 -2.99 0.68 2.05 11.18 4.51 5.57
Deutsche Real Assets A AAAAX -3.60 -1.99 0.20 8.06 1.42 1.73
Deutsche Real Assets C AAAPX -3.62 -2.00 0.00 7.34 0.68 0.98
Deutsche Real Assets R AAAQX -3.68 -1.98 0.12 7.86 1.18 1.51
Deutsche Real Assets S AAASX -3.63 -2.00 0.20 8.15 1.58 1.88
Deutsche Real Assets R6 AAAVX -3.63 -1.90 0.29 8.41 1.74 ---
Deutsche Real Assets T AAAWX -3.60 -1.88 0.20 --- --- ---
Deutsche Real Assets Institutional AAAZX -3.53 -1.90 0.29 8.40 1.75 2.08
Invesco Balanced-Risk Allc C ABRCX -2.85 -1.45 -0.75 4.48 3.12 3.36
Invesco Balanced-Risk Allc R5 ABRIX -2.78 -1.36 -0.53 5.57 4.19 4.43
Invesco Balanced-Risk Allc R ABRRX -2.87 -1.41 -0.72 4.95 3.63 3.88
Invesco Balanced-Risk Allc Y ABRYX -2.78 -1.27 -0.52 5.57 4.19 4.41
Invesco Balanced-Risk Allc A ABRZX -2.82 -1.38 -0.62 5.26 3.90 4.15
Voya Global Multi-Asset C ACLGX -2.78 1.49 3.29 13.85 5.56 6.26
AllianzGI Global Allocation Admin AGAMX -3.47 0.59 1.94 12.48 5.19 5.68
AllianzGI Global Allocation P AGAPX -3.42 0.70 2.01 12.75 5.44 5.94
AllianzGI Global Allocation R AGARX -3.43 0.61 1.91 12.29 4.96 5.48
AllianzGI Global Allocation R6 AGASX -3.38 0.70 2.07 12.89 --- ---
Voya Global Multi-Asset I ALEGX -2.68 1.65 3.57 15.02 6.60 7.34
Invesco Balanced-Risk Allc R6 ALLFX -2.77 -1.27 -0.43 5.66 4.32 4.53
Appleseed Institutional APPIX -2.87 0.72 2.63 11.31 4.82 5.40
Appleseed Investor APPLX -2.81 0.66 2.59 11.15 4.60 5.18
Aristotle/Saul Global Opportunities I ARSOX -4.59 0.00 1.53 9.61 7.58 6.30
Voya Global Multi-Asset A ATLAX -2.64 1.67 3.54 14.76 6.36 7.07
AllianzGI Global Fundamental Strat A AZDAX -2.19 -1.30 -1.48 6.00 3.28 ---
AllianzGI Global Fundamental Strat C AZDCX -2.32 -1.49 -1.76 5.17 2.49 ---
AllianzGI Global Fundamental Strat Instl AZDIX -2.23 -1.29 -1.48 6.26 3.53 ---
AllianzGI Global Fundamental Strat P AZDPX -2.24 -1.29 -1.52 6.12 3.40 ---
Pioneer Solutions Balanced R BALRX -2.64 0.16 1.44 9.02 --- ---
Northern Global Tactical Asset Allc BBALX -2.79 0.38 2.44 10.54 6.14 6.38
BlackRock Dynamic High Income Inv A BDHAX -3.39 -0.11 1.37 9.84 5.41 ---
BlackRock Dynamic High Income Inv C BDHCX -3.46 -0.22 1.17 9.03 4.62 ---
BlackRock Dynamic High Income Instl BDHIX -3.25 0.05 1.56 10.26 5.69 ---
BlackRock Dynamic High Income K BDHKX -3.26 0.03 1.55 10.28 --- ---
UBS Global Allocation A BNGLX -2.61 1.31 1.57 13.46 4.59 6.14
UBS Global Allocation C BNPCX -2.67 1.18 1.30 12.62 3.79 5.32
UBS Global Allocation P BPGLX -2.55 1.29 1.64 13.75 4.85 6.43
American Funds Capital Income Bldr A CAIBX -3.18 -0.32 1.46 9.82 4.73 7.04
American Funds Capital Income Bldr F2 CAIFX -3.17 -0.29 1.51 10.03 4.93 7.25
Canterbury Portfolio Thermostat I CAPTX -1.53 2.75 3.76 11.90 --- ---
American Funds Global Balanced 529A CBFAX -1.96 1.82 3.13 12.35 5.19 7.20
American Funds Global Balanced 529C CBFCX -2.02 1.70 2.94 11.47 4.36 6.34
American Funds Global Balanced 529E CBFEX -1.99 1.76 3.07 12.11 4.94 6.94
American Funds Global Balanced 529F1 CBFFX -1.93 1.85 3.18 12.59 5.40 7.42
Chiron Capital Allocation I CCAPX -1.16 3.72 4.31 14.59 --- ---
Columbia Diversified Real Return A CDRAX 0.06 0.59 1.57 2.76 2.74 ---
Columbia Diversified Real Return C CDRCX 0.00 0.52 1.38 2.10 1.97 ---
Columbia Diversified Real Return Inst2 CDRFX -0.02 0.61 1.62 2.98 2.92 ---
Columbia Diversified Real Return Adv CDRRX -0.02 0.50 1.52 2.91 2.93 ---
Columbia Diversified Real Return Inst3 CDRYX -0.02 0.61 1.64 --- --- ---
Columbia Diversified Real Return Inst CDRZX 0.08 0.71 1.63 3.01 3.00 ---
Columbia Diversified Real Return T CDTWX 0.06 0.59 1.57 2.76 2.71 ---
Centerstone Investors C CENNX -2.52 0.87 3.79 10.99 --- ---
Centerstone Investors I CENTX -2.42 0.95 4.01 12.07 --- ---
Centerstone Investors A CETAX -2.42 0.95 3.96 11.75 --- ---
American Funds Capital Income Bldr F3 CFIHX -3.15 -0.27 1.53 10.15 --- ---
Calamos Global Growth & Income I CGCIX -3.07 3.59 3.91 19.24 6.91 7.41
Columbia Global Opportunities T CGOPX -1.75 2.49 3.86 16.86 7.14 ---
Columbia Global Opportunities Inst3 CGOYX -1.73 2.61 3.96 --- --- ---
American Funds Capital Income Bldr C CIBCX -3.24 -0.41 1.26 8.96 3.91 6.20
American Funds Capital Income Bldr F1 CIBFX -3.19 -0.32 1.44 9.74 4.65 6.97
American Funds Capital Income Bldr 529A CIRAX -3.20 -0.32 1.43 9.73 4.64 6.95
American Funds Capital Income Bldr 529C CIRCX -3.25 -0.43 1.25 8.90 3.85 6.13
American Funds Capital Income Bldr 529E CIREX -3.20 -0.35 1.38 9.49 4.40 6.70
American Funds Capital Income Bldr 529F CIRFX -3.17 -0.29 1.50 9.99 4.88 7.19
Columbia Global Opportunities Inst2 CLNRX -1.73 2.52 3.95 17.33 7.56 7.04
Columbia Global Opportunities R CSARX -1.76 2.50 3.80 16.68 6.92 6.37
Columbia Global Opportunities Inst CSAZX -1.74 2.54 3.89 17.25 7.49 6.95
Columbia Global Opportunities Adv CSDRX -1.80 2.53 3.89 17.20 7.47 6.91
Calamos Global Growth & Income C CVLCX -3.22 3.32 3.56 18.02 5.81 6.32
Calamos Global Growth & Income A CVLOX -3.16 3.48 3.81 18.84 6.61 7.12
Calamos Global Growth & Income R CVLRX -3.74 2.37 2.69 17.24 6.02 6.64
Calamos Global Growth & Income T CVLTX --- --- --- --- --- ---
Natixis ASG Dynamic Allocation A DAAFX -4.45 0.54 2.33 15.59 --- ---
Natixis ASG Dynamic Allocation C DACFX -4.42 0.45 2.17 14.73 --- ---
Natixis ASG Dynamic Allocation Y DAYFX -4.36 0.63 2.42 15.97 --- ---
Dreyfus Global Multi-Asset Income A DRAAX -2.76 0.32 --- --- --- ---
Dreyfus Global Multi-Asset Income C DRACX -2.76 0.24 --- --- --- ---
Destinations Real Assets I DRAFX -10.24 -8.53 -6.75 --- --- ---
Dreyfus Global Multi-Asset Income I DRAIX -2.68 0.40 --- --- --- ---
Dreyfus Global Multi-Asset Income Y DRAYX -2.68 0.40 --- --- --- ---
Destra Wolverine Dynamic Asset A DWAAX -3.35 2.94 3.72 13.80 --- ---
Destra Wolverine Dynamic Asset C DWACX -3.38 2.88 3.57 12.95 --- ---
Arrow DWA Balanced A DWAFX -4.79 1.55 2.63 10.11 2.78 5.09
Destra Wolverine Dynamic Asset I DWAIX -3.27 3.03 3.78 14.19 --- ---
Arrow DWA Balanced Institutional DWANX -4.73 1.61 2.75 10.40 3.06 5.36
Arrow DWA Balanced C DWATX -4.82 1.49 2.48 9.27 2.04 4.32
Wells Fargo Asset Allocation A EAAFX -2.52 1.38 2.13 11.77 3.81 4.78
Wells Fargo Asset Allocation Inst EAAIX -2.52 1.38 2.23 12.09 4.19 5.19
Eaton Vance Multi-Strategy All Mkt A EAAMX -2.61 -0.18 0.95 8.07 4.83 4.07
Wells Fargo Asset Allocation C EACFX -2.60 1.28 1.95 10.95 3.03 3.99
First Eagle Global R4 EAGRX -3.88 --- --- --- --- ---
Wells Fargo Asset Allocation Admin EAIFX -2.56 1.37 2.13 11.89 3.98 4.96
Wells Fargo Asset Allocation R EAXFX -2.61 1.25 2.06 11.40 3.54 4.51
Eaton Vance Multi-Strategy All Mkt C ECAMX -2.71 -0.28 0.76 7.29 4.07 3.32
Eaton Vance Global Income Builder A EDIAX -3.39 0.58 2.45 11.88 6.25 8.66
Eaton Vance Global Income Builder C EDICX -3.38 0.46 2.28 11.17 5.48 7.86
Eaton Vance Global Income Builder I EDIIX -3.37 0.63 2.51 12.19 6.57 8.93
Eaton Vance Global Income Builder R EDIRX -3.42 0.54 2.38 11.62 5.98 8.39
Eaton Vance Multi-Strategy All Mkt I EIAMX -2.61 -0.09 1.02 8.35 5.11 4.34
Templeton Global Balanced C FCGBX -3.63 0.95 2.14 7.99 3.50 4.77
First Eagle Global Income Builder A FEBAX -2.87 0.29 1.41 9.46 5.56 6.30
First Eagle Global Income Builder C FEBCX -2.87 0.18 1.22 8.68 4.77 5.52
First Eagle Global Income Builder I FEBIX -2.86 0.33 1.47 9.76 5.84 6.56
First Eagle Global Income Builder R6 FEBRX -2.85 0.26 1.49 --- --- ---
First Eagle Global R6 FEGRX -3.86 0.69 2.45 --- --- ---
First Eagle Global C FESGX -3.94 0.54 2.18 8.19 5.81 6.99
Fidelity® Global Balanced FGBLX -1.93 3.27 3.86 19.40 6.49 7.01
Fidelity Advisor® Global Balanced A FGLAX -1.92 3.24 3.80 19.08 6.20 6.70
Fidelity Advisor® Global Balanced C FGLCX -2.03 3.10 3.53 18.05 5.32 5.83
Fidelity Advisor® Global Balanced I FGLIX -1.90 3.28 3.85 19.38 6.50 7.00
Fidelity Advisor® Global Balanced M FGLTX -1.98 3.19 3.70 18.70 5.89 6.40
Meeder Global Allocation Retail FLFGX -3.43 2.60 4.11 18.57 5.24 8.23
Franklin Mutual Quest R6 FMQRX -2.98 0.63 3.00 5.71 5.12 ---
Franklin Mutual Quest R FMQSX -3.00 0.52 2.83 5.13 4.50 7.49
Federated Global Allocation B FSBBX -3.20 1.53 3.03 13.30 3.32 6.13
Federated Global Allocation C FSBCX -3.21 1.53 3.06 13.37 3.38 6.19
Federated Global Allocation R FSBKX -3.19 1.60 3.12 13.76 3.73 6.54
Federated Global Allocation R6 FSBLX -3.12 1.69 3.34 14.60 --- ---
Federated Global Allocation A FSTBX -3.12 1.64 3.26 14.27 4.18 7.00
JPMorgan Global Allocation A GAOAX -2.50 2.47 3.63 14.94 6.37 7.98
JPMorgan Global Allocation C GAOCX -2.53 2.45 3.53 14.34 5.86 7.44
JPMorgan Global Allocation R2 GAONX -2.51 2.48 3.60 14.66 6.12 7.71
JPMorgan Global Allocation I GAOSX -2.49 2.51 3.67 15.16 6.65 8.24
JPMorgan Global Allocation R6 GAOZX -2.45 2.52 3.76 --- --- ---
GMO Global Asset Allocation Series R6 GATRX -2.48 1.44 2.26 12.39 4.46 5.52
KL Allocation Advisor GAVAX -4.01 0.53 2.86 11.65 5.98 8.23
KL Allocation Institutional GAVIX -3.96 0.59 2.89 11.94 6.22 8.49
GMO Strategic Opportunities Allc III GBATX -2.87 2.01 3.19 15.93 5.89 7.83
GMO Benchmark-Free III GBFFX -1.95 2.23 3.61 13.96 5.58 5.28
GMO Benchmark-Free Allocation Ser PS GBFPX --- --- --- --- --- ---
American Funds Global Balanced A GBLAX -1.95 1.81 3.14 12.43 5.26 7.26
American Funds Global Balanced C GBLCX -2.02 1.70 2.95 11.53 4.42 6.41
American Funds Global Balanced F1 GBLEX -1.95 1.78 3.12 12.36 5.19 7.21
American Funds Global Balanced F2 GBLFX -1.92 1.81 3.19 12.67 5.48 7.49
GMO Benchmark-Free Allocation IV GBMBX -1.69 1.97 2.92 10.62 3.36 4.52
GMO Benchmark-Free Allocation III GBMFX -1.65 1.97 2.96 10.60 3.32 4.48
GMO Benchmark-Free Allocation Ser R6 GBMRX -1.64 1.89 2.89 10.31 3.18 4.33
Meeder Global Allocation Adviser GBPAX -3.43 2.60 4.23 19.07 --- ---
Meeder Global Allocation Institutional GBPIX -3.42 2.60 4.35 19.17 --- ---
Lazard Global Dynamic Multi Asset Inst GDMIX -3.23 1.57 3.95 16.86 --- ---
Lazard Global Dynamic Multi Asset Open GDMOX -3.32 1.48 3.81 16.51 --- ---
American Funds Global Balanced F3 GFBLX -1.93 1.88 3.25 12.80 --- ---
Goldman Sachs Growth Strategy A GGSAX -2.94 2.15 3.72 17.31 8.24 8.96
Goldman Sachs Growth Strategy C GGSCX -3.00 2.09 3.54 16.49 7.44 8.13
Goldman Sachs Growth Strategy Instl GGSIX -2.88 2.21 3.86 17.79 8.70 9.40
Goldman Sachs Growth Strategy R GGSRX -2.96 2.14 3.68 17.00 7.97 8.69
Goldman Sachs Growth Strategy Svc GGSSX -2.95 2.16 3.75 17.17 8.15 8.86
Goldman Sachs Growth Strategy Inv GGSTX -2.93 2.18 3.82 17.62 8.53 9.23
Goldman Sachs Growth Strategy R6 GGSUX -2.88 2.28 3.91 17.84 --- ---
GMO Implementation GIMFX -1.66 2.30 3.41 11.55 3.33 5.78
Leuthold Global Inst GLBIX -3.07 1.35 1.77 12.45 5.30 6.74
Leuthold Global Retail GLBLX -3.11 1.26 1.64 12.11 5.04 6.51
GMO Risk Premium VI GMOKX -5.12 -3.07 -2.11 6.09 7.88 6.61
GMO Risk Premium III GMRPX -5.11 -3.08 -2.13 6.01 7.82 6.51
GMO Global Asset Allocation III GMWAX -2.47 1.48 2.32 12.64 4.62 5.72
GuidePath® Multi-Asset Income Allc Svc GPMIX -2.97 -1.19 0.11 5.43 3.33 4.13
AIG Global Trends A GTFAX -3.32 -0.93 -0.54 6.69 1.90 2.04
AIG Global Trends C GTFCX -3.39 -1.05 -0.72 5.97 1.25 1.39
AIG Global Trends W GTFWX -3.34 -0.99 -0.53 6.83 2.10 2.26
Goldman Sachs Satellite Strategies A GXSAX -2.76 -0.12 0.70 9.69 4.33 3.46
Goldman Sachs Satellite Strategies C GXSCX -2.90 -0.24 0.39 8.80 3.52 2.67
Goldman Sachs Satellite Strategies Instl GXSIX -2.77 -0.12 0.69 10.04 4.74 3.87
Goldman Sachs Satellite Strategies R GXSRX -2.78 -0.12 0.63 9.49 4.06 3.20
Goldman Sachs Satellite Strategies Svc GXSSX -2.88 -0.12 0.56 9.61 4.18 3.36
Goldman Sachs Satellite Strategies Inv GXSTX -2.77 -0.12 0.65 9.87 4.58 3.71
Goldman Sachs Satellite Strategies R6 GXSUX -2.77 0.00 0.81 10.19 --- ---
HCM Income Plus A HCMEX -2.82 0.75 1.26 6.40 --- ---
HCM Income Plus Investor HCMKX -2.93 0.66 1.08 5.62 --- ---
Highland Global Allocation A HCOAX 0.00 4.17 7.36 1.40 -0.63 7.28
Highland Global Allocation C HCOCX -0.13 3.96 7.09 0.54 -1.36 6.47
Highland Global Allocation Y HCOYX 0.00 4.17 7.42 1.59 -0.40 7.52
Janus Henderson Dividend & Inc Builder A HDAVX -4.32 0.22 1.93 13.75 6.06 8.07
Janus Henderson Dividend & Inc Builder C HDCVX -4.37 0.07 1.68 12.80 5.26 7.25
Janus Henderson Dividend & Inc Builder D HDDVX -4.25 0.29 1.97 --- --- ---
Janus Henderson Dividend & Inc Builder I HDIVX -4.32 0.29 1.97 14.02 6.31 8.32
Janus Henderson Dividend & Inc Builder S HDQVX -4.32 0.22 1.92 --- --- ---
Janus Henderson Dividend & Inc Builder N HDRVX -4.26 0.29 1.99 13.92 --- ---
Janus Henderson Dividend & Inc Builder T HDTVX -4.32 0.29 1.97 --- --- ---
Janus Henderson All Asset A HGAAX -2.32 0.29 1.39 8.39 3.53 4.26
Janus Henderson All Asset C HGACX -2.45 0.10 1.17 7.49 2.72 3.45
Janus Henderson All Asset D HGADX -2.33 0.29 1.42 --- --- ---
Janus Henderson All Asset I HGAIX -2.24 0.38 1.53 8.76 3.83 4.53
Janus Henderson All Asset S HGAQX -2.33 0.29 1.39 --- --- ---
Janus Henderson All Asset N HGARX -2.34 0.29 1.46 8.70 --- ---
Janus Henderson All Asset T HGATX -2.24 0.29 1.54 --- --- ---
Hartford Global All-Asset A HLAAX -2.52 0.75 1.44 13.10 6.36 6.49
Hartford Global All-Asset C HLACX -2.56 0.57 1.15 12.26 5.56 5.69
Hartford Global All-Asset F HLAFX -2.43 0.74 1.45 --- --- ---
Hartford Global All-Asset I HLAIX -2.52 0.74 1.46 13.37 6.64 6.77
Hartford Global All-Asset R3 HLARX -2.52 0.65 1.33 12.80 6.05 6.20
Hartford Global All-Asset R4 HLASX -2.49 0.74 1.47 13.18 6.41 6.56
Hartford Global All-Asset R5 HLATX -2.54 0.65 1.42 13.40 6.47 6.69
Hartford Global All-Asset Y HLAYX -2.52 0.65 1.42 13.40 6.71 6.85
Hartford Global Real Asset A HRLAX -3.78 -0.21 2.77 7.54 2.21 -1.51
Hartford Global Real Asset C HRLCX -3.95 -0.43 2.54 6.70 1.43 -2.26
Hartford Global Real Asset F HRLFX -3.78 -0.21 2.90 --- --- ---
Hartford Global Real Asset I HRLIX -3.78 -0.21 2.85 7.75 2.48 -1.25
Hartford Global Real Asset R3 HRLRX -3.85 -0.32 2.68 7.19 1.92 -1.76
Hartford Global Real Asset R4 HRLSX -3.87 -0.21 2.70 7.58 2.22 -1.48
Hartford Global Real Asset R5 HRLTX -3.78 -0.21 2.86 7.86 2.53 -1.22
Hartford Global Real Asset Y HRLYX -3.78 -0.21 2.76 7.87 2.55 -1.17
Voya Global Multi-Asset W IAFWX -2.61 1.65 3.63 15.00 6.63 7.34
Voya Global Perspectives A IAPVX -2.41 0.77 2.12 11.16 5.02 ---
Ivy Asset Strategy E IASEX -2.71 3.64 5.57 17.28 1.02 4.01
Ivy Asset Strategy R IASRX -2.71 3.56 5.47 16.77 0.64 3.63
Ivy Asset Strategy N IASTX -2.64 3.72 5.70 17.71 1.38 ---
Dynamic International Opportunity I ICCIX -2.00 3.38 6.14 19.28 8.40 5.26
Dynamic International Opportunity N ICCNX -2.00 3.30 6.05 18.98 8.14 4.98
Voya Global Perspectives C ICPVX -2.52 0.61 1.94 10.31 4.23 ---
Columbia Global Opportunities K IDRYX -1.74 2.54 3.90 16.97 7.28 6.79
Voya Global Multi-Asset O IDSIX -2.66 1.60 3.57 14.77 6.31 7.07
AIG Income Explorer A IEAAX -1.84 0.32 2.92 10.04 6.59 ---
AIG Income Explorer C IEACX -1.89 0.20 2.77 9.29 5.91 ---
AIG Income Explorer W IEAWX -1.86 0.30 2.91 10.20 6.79 ---
Voya Global Target Payment A IGPAX -2.21 0.20 1.46 9.08 4.39 5.59
Voya Global Target Payment C IGPCX -2.30 0.15 1.28 8.29 3.62 4.80
Voya Global Target Payment I IGPIX -2.31 0.23 1.42 9.43 4.71 5.88
Voya Global Target Payment R IGPRX -2.24 0.06 1.39 8.92 4.14 5.33
Voya Global Target Payment W IGPWX -2.32 0.23 1.42 9.32 4.67 5.84
Ivy Global Income Allocation E IIBEX -3.00 -0.64 0.82 8.52 3.97 5.12
Ivy Global Income Allocation I IIBIX -3.04 -0.64 0.90 8.92 4.37 5.52
Voya Global Perspectives I IIPVX -2.41 0.86 2.21 11.43 5.29 ---
Ivy Global Income Allocation N ILIAX -2.97 -0.57 0.94 9.09 4.55 ---
Pioneer Solutions Balanced Y IMOYX -2.51 0.32 1.67 9.58 3.67 5.99
Columbia Global Opportunities A IMRFX -1.75 2.48 3.84 16.87 7.20 6.68
Forester Discovery INTLX -4.69 -0.84 0.09 8.37 1.84 2.81
Voya Global Perspectives Port A IPARX -2.70 0.52 2.04 10.67 4.71 ---
Voya Global Perspectives Port I IPIRX -2.68 0.61 2.11 10.96 5.05 ---
Voya Global Perspectives Port S IPSRX -2.61 0.61 2.12 10.78 4.79 ---
Voya Global Perspectives R IRPVX -2.42 0.69 2.07 10.85 4.73 ---
Ivy Asset Strategy I IVAEX -2.68 3.64 5.64 17.49 1.24 4.25
Ivy Global Income Allocation A IVBAX -3.00 -0.64 0.84 8.58 4.02 5.15
Ivy Global Income Allocation B IVBBX -3.13 -0.78 0.57 7.62 3.10 4.21
Ivy Global Income Allocation C IVBCX -3.11 -0.78 0.62 7.88 3.36 4.48
Ivy Global Income Allocation Y IVBYX -2.99 -0.64 0.85 8.71 4.13 5.29
IVA Worldwide A IVWAX -1.65 1.22 2.55 10.67 5.28 6.56
IVA Worldwide C IVWCX -1.74 1.08 2.31 9.84 4.48 5.76
IVA Worldwide I IVWIX -1.64 1.22 2.57 10.96 5.54 6.82
Voya Global Perspectives W IWPVX -2.32 0.86 2.28 11.50 5.30 ---
Ivy Global Income Allocation R IYGBX -3.07 -0.71 0.70 8.23 3.74 4.90
Janus Henderson Adaptive Global Allc A JAGAX -4.83 0.38 2.31 12.90 --- ---
Janus Henderson Adaptive Global Allc D JAGDX -4.74 0.47 2.44 13.16 --- ---
Janus Henderson Adaptive Global Allc N JAGNX -4.73 0.47 2.46 13.26 --- ---
Janus Henderson Adaptive Global Allc S JAGSX -4.74 0.47 2.37 12.88 --- ---
Janus Henderson Adaptive Global Allc C JAVCX -4.76 0.38 2.18 12.09 --- ---
Janus Henderson Global Allc Cnsrv A JCAAX -1.69 1.10 1.90 10.37 3.67 5.01
Janus Henderson Global Allc Cnsrv C JCACX -1.72 1.05 1.68 9.70 3.17 4.42
Janus Henderson Global Allc Cnsrv I JCAIX -1.61 1.18 1.96 10.66 3.91 5.29
Janus Henderson Global Allc Cnsrv S JCASX -1.62 1.11 1.84 10.18 3.49 4.85
Janus Henderson Global Allocation Gr A JGCAX -2.75 1.82 3.17 15.71 6.05 7.80
Janus Henderson Global Allocation Gr C JGCCX -2.86 1.71 3.02 14.95 5.45 7.11
Janus Henderson Global Allocation Gr I JGCIX -2.80 1.81 3.16 15.92 6.29 8.05
Janus Henderson Global Allocation Gr S JGCSX -2.83 1.76 3.10 15.45 5.84 7.62
JPMorgan Global Allocation T JGCTX -2.51 2.47 3.58 --- --- ---
Janus Henderson VIT Glbl Allc Mod Instl JMAPX -2.10 1.63 2.67 13.55 5.28 6.56
Janus Henderson Global Allocation Mod A JMOAX -2.06 1.60 2.63 13.13 4.92 6.42
Janus Henderson Global Allocation Mod C JMOCX -2.23 1.47 2.42 12.29 4.33 5.74
Janus Henderson Global Allocation Mod I JMOIX -2.12 1.59 2.65 13.35 5.14 6.65
Janus Henderson Global Allocation Mod S JMOSX -2.15 1.61 2.61 12.85 4.75 6.23
Janus Henderson Global Allc Cnsrv D JMSCX -1.61 1.18 1.98 10.59 3.87 5.24
Janus Henderson Global Allocation Gr D JNSGX -2.73 1.88 3.19 15.88 6.22 7.98
Janus Henderson Global Allocation Mod D JNSMX -2.12 1.59 2.66 13.27 5.10 6.60
JOHCM Global Income Builder Instl JOBIX -2.86 0.05 --- --- --- ---
JOHCM Global Income Builder I JOFIX -2.87 0.05 --- --- --- ---
Janus Henderson Global Allc Cnsrv T JSPCX -1.69 1.10 1.90 10.43 3.79 5.17
Janus Henderson Global Allocation Gr T JSPGX -2.80 1.81 3.21 15.84 6.17 7.92
Janus Henderson Global Allocation Mod T JSPMX -2.12 1.60 2.67 13.22 5.05 6.54
Janus Henderson Adaptive Global Allc I JVGIX -4.73 0.47 2.41 13.20 --- ---
Janus Henderson Adaptive Global Allc T JVGTX -4.74 0.47 2.43 13.03 --- ---
Deutsche Global Income Builder A KTRAX -3.62 0.10 1.75 11.63 5.63 6.42
Deutsche Global Income Builder C KTRCX -3.72 -0.10 1.43 10.63 4.75 5.57
Deutsche Global Income Builder Instl KTRIX -3.52 0.21 1.81 11.91 5.89 6.67
Deutsche Global Income Builder S KTRSX -3.62 0.10 1.80 11.86 5.81 6.64
Deutsche Global Income Builder R6 KTRZX -3.52 0.21 1.94 12.10 5.85 ---
Lord Abbett Multi-Asset Global Opp B LAGBX -3.74 0.86 2.17 8.76 3.11 4.46
Lord Abbett Multi-Asset Global Opp C LAGCX -3.66 0.86 2.27 8.78 3.12 4.45
Lord Abbett Multi-Asset Global Opp A LAGEX -3.61 1.03 2.46 9.70 3.90 5.24
Lord Abbett Multi-Asset Global Opp F LAGFX -3.61 1.03 2.41 9.77 4.05 5.39
Lord Abbett Multi-Asset Global Opp R2 LAGQX -3.62 0.93 2.32 9.24 3.52 4.87
Lord Abbett Multi-Asset Global Opp R3 LARRX -3.67 0.94 2.38 9.37 3.66 5.01
Lord Abbett Multi-Asset Global Opp R4 LARSX -3.62 0.95 2.38 9.62 --- ---
Lord Abbett Multi-Asset Global Opp R5 LARTX -3.66 1.02 2.41 9.89 --- ---
Lord Abbett Multi-Asset Global Opp R6 LARVX -3.58 1.11 2.51 10.03 --- ---
Lord Abbett Multi-Asset Global Opp I LGEYX -3.59 1.02 2.42 9.80 4.14 5.48
Loomis Sayles Global Allocation A LGMAX -1.60 3.21 4.37 19.51 8.77 9.19
Loomis Sayles Global Allocation C LGMCX -1.70 3.10 4.13 18.59 7.96 8.38
Loomis Sayles Global Allocation N LGMNX -1.59 3.24 4.39 19.73 --- ---
Lord Abbett Multi-Asset Global Opp F3 LOGEX -3.58 1.02 2.51 --- --- ---
Loomis Sayles Global Allocation Y LSWWX -1.59 3.24 4.42 19.77 9.04 9.47
BlackRock Global Allocation Instl MALOX -2.57 1.41 2.55 10.79 4.89 6.28
Morgan Stanley Inst Global Strat A MBAAX -2.40 1.31 2.83 13.79 4.44 6.26
BlackRock Global Allocation Inv C MCLOX -2.70 1.24 2.24 9.61 3.82 5.21
MainStay Income Builder C MCTRX -4.01 -2.16 -1.23 5.55 2.90 6.17
BlackRock Global Allocation Inv A MDLOX -2.63 1.32 2.42 10.44 4.58 5.99
MFS® Global Total Return B MFWBX -2.66 0.70 2.20 11.16 4.89 6.19
MFS® Global Total Return C MFWCX -2.65 0.71 2.19 11.16 4.88 6.18
MFS® Global Total Return R1 MFWGX -2.60 0.71 2.19 11.22 4.90 6.19
MFS® Global Total Return R3 MFWHX -2.56 0.83 2.42 12.04 5.71 7.01
MFS® Global Total Return I MFWIX -2.52 0.83 2.46 12.28 5.95 7.26
MFS® Global Total Return R4 MFWJX -2.55 0.82 2.48 12.26 5.95 7.26
MFS® Global Total Return R6 MFWLX -2.52 0.89 2.49 12.45 6.07 7.37
MFS® Global Total Return A MFWTX -2.60 0.83 2.36 12.00 5.68 6.99
MFS® Global Total Return R2 MGBRX -2.58 0.78 2.36 11.76 5.42 6.72
MassMutual Select BlackRock Glbl Allc A MGJAX -2.67 1.35 2.45 10.21 4.32 5.70
MassMutual Select BlackRock Glbl Allc R4 MGJFX -2.70 1.36 2.46 10.28 4.43 ---
MassMutual Select BlackRock Glbl Allc I MGJIX -2.58 1.43 2.61 10.83 4.91 ---
MassMutual Select BlackRock Glbl Allc R3 MGJRX -2.62 1.36 2.43 10.08 4.19 ---
Morgan Stanley Inst Global Strat IS MGPOX -2.38 1.36 2.89 14.23 --- ---
MassMutual Select BlackRock Glb Allc Adm MGSLX -2.59 1.39 2.49 10.57 4.60 5.96
MassMutual Select BlackRock Glb Allc R5 MGSSX -2.63 1.41 2.47 10.68 4.80 6.15
MassMutual Select BlackRock Glb Allc Svc MGSYX -2.67 1.43 2.59 10.62 4.73 6.06
BlackRock Global Allocation K MKLOX -2.57 1.41 2.54 10.82 --- ---
MainStay Income Builder B MKTRX -4.01 -2.21 -1.28 5.48 2.90 6.16
Morgan Stanley Inst Global Strat Instl MPBAX -2.33 1.36 2.92 14.20 4.79 6.60
Franklin Mutual Quest Z MQIFX -2.92 0.63 2.98 5.62 5.03 8.04
BlackRock Global Allocation R MRLOX -2.61 1.33 2.38 10.08 4.25 5.64
Morgan Stanley Inst Global Strat L MSDLX -2.42 1.25 2.69 13.27 3.91 5.71
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX -2.07 0.00 0.85 9.38 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX -2.07 -0.10 0.77 9.02 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX -2.18 -0.19 0.58 8.17 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX -1.97 0.00 0.87 9.55 --- ---
Morgan Stanley Inst Global Strat C MSSOX -2.48 1.20 2.57 12.90 --- ---
MainStay Income Builder Inv MTINX -3.92 -2.06 -1.05 6.37 3.67 6.97
MainStay Income Builder I MTOIX -3.95 -2.01 -0.99 6.72 4.08 7.41
MainStay Income Builder A MTRAX -3.96 -2.10 -1.06 6.41 3.81 7.14
MainStay Income Builder R2 MTXRX -3.92 -2.06 -1.04 6.36 --- ---
MainStay Income Builder R3 MTXVX -3.94 -2.08 -1.10 6.09 --- ---
Neuberger Berman Global Allocation A NGLAX -2.31 1.28 2.48 14.43 4.73 5.67
Neuberger Berman Global Allocation C NGLCX -2.45 1.14 2.22 13.50 3.93 4.87
Neuberger Berman Global Allocation Instl NGLIX -2.29 1.36 2.62 14.80 5.12 6.05
Nuveen Real Asset Income A NRIAX -3.39 -2.85 -2.06 4.90 4.05 6.48
Nuveen Real Asset Income C NRICX -3.46 -2.97 -2.25 4.13 3.27 5.70
Nuveen Real Asset Income R6 NRIFX -3.41 -3.21 -2.04 5.24 --- ---
Nuveen Real Asset Income I NRIIX -3.36 -2.82 -2.00 5.16 4.31 6.74
Old Westbury Strategic Opportunities OWSOX -2.23 0.77 2.31 10.42 4.68 5.74
T. Rowe Price Global Allocation Advisor PAFGX -2.14 1.42 2.34 13.40 6.73 ---
AllianzGI Global Allocation A PALAX -3.39 0.60 2.00 12.48 5.13 5.66
AllianzGI Global Allocation C PALCX -3.41 0.51 1.84 11.64 4.36 4.88
AllianzGI Global Allocation Instl PALLX -3.40 0.69 2.08 12.55 5.33 5.89
Preserver Alternative Opportunits Instl PAOIX -3.34 0.78 2.57 8.66 --- ---
Preserver Alternative Opportunits Retl PAORX -3.34 0.78 2.51 8.45 --- ---
PineBridge Dynamic Asset Allc Instl PDAIX -2.29 2.40 4.36 13.91 --- ---
Principal Diversified Real Asset R6 PDARX -2.93 -0.26 1.58 6.12 0.28 ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX -2.29 2.40 4.31 13.85 --- ---
Principal Diversified Real Asset Instl PDRDX -2.93 -0.26 1.61 6.06 0.24 1.54
PIMCO Global Multi-Asset Instl PGAIX -3.16 0.78 1.95 11.35 5.14 3.65
PIMCO Global Multi-Asset P PGAPX -3.17 0.78 1.93 11.27 5.02 3.54
Principal Diversified Real Asset R3 PGDRX -2.93 -0.26 1.47 5.56 --- ---
Principal Diversified Real Asset R4 PGDSX -2.93 -0.26 1.56 5.73 --- ---
Principal Diversified Real Asset R5 PGDTX -2.93 -0.26 1.51 5.86 --- ---
PIMCO Global Multi-Asset A PGMAX -3.19 0.79 1.93 10.91 4.58 3.07
PIMCO Global Multi-Asset C PGMCX -3.20 0.65 1.69 10.08 3.81 2.31
PIMCO Global Multi-Asset D PGMDX -3.19 0.71 1.85 10.91 4.58 3.08
PIMCO Global Multi-Asset R PGMRX -3.22 0.72 1.80 10.58 4.33 2.82
Pioneer Solutions Balanced A PIALX -2.54 0.25 1.57 9.31 3.42 5.71
Pioneer Solutions Balanced C PIDCX -2.59 0.18 1.33 8.55 2.69 4.99
PIMCO Dividend and Income C PQICX -3.39 1.18 4.19 13.50 2.92 5.22
PIMCO Dividend and Income D PQIDX -3.45 1.18 4.29 14.25 3.69 5.99
PIMCO Dividend and Income Institutional PQIIX -3.37 1.26 4.39 14.62 4.04 6.36
PIMCO Dividend and Income P PQIPX -3.37 1.26 4.45 14.50 3.99 6.28
PIMCO Dividend and Income A PQIZX -3.38 1.26 4.38 14.37 3.70 6.00
Principal Diversified Real Asset A PRDAX -2.93 -0.26 1.51 5.69 -0.15 1.15
Principal Diversified Real Asset C PRDCX -3.06 -0.44 1.26 4.86 -0.88 0.40
Oppenheimer Global Allocation B QGRBX -2.84 1.32 1.97 10.62 5.08 5.98
Oppenheimer Global Allocation C QGRCX -2.84 1.32 1.97 10.68 5.10 6.03
Oppenheimer Global Allocation I QGRIX -2.72 1.52 2.28 12.02 6.35 7.29
Oppenheimer Global Allocation R QGRNX -2.82 1.39 2.08 11.27 5.64 6.55
Oppenheimer Global Allocation Y QGRYX -2.77 1.47 2.26 11.80 6.16 7.11
Oppenheimer Global Multi-Asset Growth A QMGAX -4.05 2.16 3.22 14.54 --- ---
Oppenheimer Global Multi-Asset Growth C QMGCX -4.16 2.09 3.07 13.76 --- ---
Oppenheimer Global Multi-Asset Growth I QMGIX -4.05 2.24 3.36 14.90 --- ---
Oppenheimer Global Multi-Asset Growth R QMGRX -4.14 2.16 3.19 14.24 --- ---
Oppenheimer Global Multi-Asset Growth Y QMGYX -4.12 2.15 3.24 14.75 --- ---
Oppenheimer Global Allocation A QVGIX -2.77 1.42 2.15 11.54 5.90 6.82
Lazard Real Assets & Pricing Opps Instl RALIX -3.40 -1.87 -0.44 5.12 --- ---
Lazard Real Assets & Pricing Opps Open RALOX -3.40 -1.87 -0.41 4.93 --- ---
Cohen & Steers Real Assets A RAPAX -3.00 -1.09 0.76 3.04 -0.23 -0.55
Cohen & Steers Real Assets C RAPCX -3.12 -1.21 0.59 2.33 -0.97 -1.23
Cohen & Steers Real Assets I RAPIX -3.10 -1.09 0.79 3.33 0.02 -0.26
Cohen & Steers Real Assets R RAPRX -3.08 -1.08 0.75 2.74 -0.43 -0.73
Cohen & Steers Real Assets Z RAPZX -3.11 -1.09 0.79 3.22 0.02 -0.30
American Funds Capital Income Bldr R2E RCEEX -3.23 -0.38 1.32 9.30 4.25 ---
American Funds Global Balanced R2 RGBBX -2.02 1.70 2.95 11.57 4.45 6.45
American Funds Global Balanced R3 RGBCX -1.99 1.76 3.06 12.03 4.91 6.92
American Funds Global Balanced R4 RGBEX -1.95 1.81 3.14 12.41 5.22 7.24
American Funds Global Balanced R5 RGBFX -1.92 1.84 3.20 12.72 5.53 7.55
American Funds Global Balanced R6 RGBGX -1.89 1.88 3.25 12.81 5.59 7.61
American Funds Global Balanced R5E RGBHX -1.93 1.85 3.23 12.78 --- ---
American Funds Global Balanced R1 RGBLX -2.02 1.69 2.92 11.51 4.48 6.56
American Funds Global Balanced R2E RGGHX -1.99 1.72 3.02 11.89 4.89 ---
American Funds Capital Income Bldr R1 RIRAX -3.26 -0.43 1.25 8.94 3.89 6.19
American Funds Capital Income Bldr R2 RIRBX -3.25 -0.43 1.25 8.95 3.91 6.21
American Funds Capital Income Bldr R3 RIRCX -3.22 -0.37 1.37 9.44 4.36 6.66
American Funds Capital Income Bldr R4 RIREX -3.20 -0.32 1.44 9.77 4.67 6.99
American Funds Capital Income Bldr R5 RIRFX -3.17 -0.27 1.52 10.10 4.99 7.31
American Funds Capital Income Bldr R6 RIRGX -3.15 -0.25 1.53 10.16 5.04 7.36
American Funds Capital Income Bldr R5E RIRHX -3.17 -0.29 1.50 10.01 --- ---
RiverFront Dynamic Equity Income Inv RLGAX -2.72 2.02 3.27 14.10 6.69 8.41
RiverFront Dynamic Equity Income C RLGCX -2.79 1.85 3.07 13.25 5.90 7.61
RiverFront Dynamic Equity Income I RLIIX -2.74 2.03 3.33 14.35 6.97 8.70
Russell Inv Multi-Asset Growth Strat M RMATX -2.13 0.57 0.85 --- --- ---
Russell Inv Multi-Asset Growth Strat S RMGSX -2.04 0.57 0.92 --- --- ---
Russell Inv Multi-Asset Growth Strat Y RMGYX -2.13 0.57 0.88 --- --- ---
T. Rowe Price Global Allocation RPGAX -2.21 1.42 2.33 13.53 6.89 ---
CCA Aggressive Return Instl RSKIX -3.98 3.12 3.76 19.08 4.39 6.10
Columbia Global Opportunities C RSSCX -1.81 2.42 3.67 16.11 6.41 5.89
SEI Aggressive Strategy D (SAAT) SASDX -3.55 0.80 2.58 13.56 5.92 7.49
Victory Strategic Allocation A SBALX -2.32 0.59 2.24 10.98 5.35 8.28
Federated Global Allocation Instl SBFIX -3.10 1.68 3.32 14.56 4.47 7.30
SEI Aggressive Strategy I (SAAT) SEAIX -3.55 0.88 2.67 14.16 6.44 8.04
First Eagle Global A SGENX -3.88 0.64 2.37 8.97 6.61 7.80
Sextant Global High Income SGHIX -2.46 1.00 1.90 10.82 6.39 6.03
First Eagle Global I SGIIX -3.85 0.69 2.46 9.27 6.90 8.08
Deutsche Multi-Asset Global Allocation S SPGRX -3.50 0.68 1.88 13.32 3.49 5.71
FundX Sustainable Impact SRIFX -2.58 3.78 5.24 --- --- ---
SEI Aggressive Strategy F (SAAT) SSGAX -3.52 0.85 2.73 14.37 6.71 8.30
Deutsche Multi-Asset Global Allocation A SUPAX -3.50 0.62 1.81 13.03 3.24 5.46
Deutsche Multi-Asset Global Allocation C SUPCX -3.58 0.50 1.61 12.23 2.46 4.67
Templeton Global Balanced A TAGBX -3.60 0.94 2.39 8.75 4.33 5.59
Templeton Global Balanced C1 TCINX -3.60 0.94 2.24 8.30 3.93 5.16
Franklin Mutual Quest C TEMQX -3.01 0.52 2.73 4.64 4.00 6.96
Franklin Mutual Quest A TEQIX -2.96 0.57 2.89 5.36 4.75 7.73
T. Rowe Price Global Allocation I TGAFX -2.13 1.50 2.41 13.77 --- ---
Thornburg Investment Income Builder A TIBAX -4.38 -0.21 1.75 11.79 4.42 6.62
Thornburg Investment Income Builder C TIBCX -4.45 -0.33 1.52 11.01 3.67 5.86
Thornburg Investment Income Builder R4 TIBGX -4.38 -0.24 1.70 11.61 4.21 6.41
Thornburg Investment Income Builder I TIBIX -4.37 -0.16 1.82 12.19 4.76 6.97
Thornburg Investment Income Builder R5 TIBMX -4.33 -0.13 1.84 12.05 4.63 6.84
Thornburg Investment Income Builder R6 TIBOX -4.38 -0.16 1.83 --- --- ---
Thornburg Investment Income Builder R3 TIBRX -4.41 -0.26 1.67 11.50 4.11 6.30
Templeton Global Balanced A1 TINCX -3.60 0.94 2.39 8.75 4.21 5.57
Catalyst/MAP Global Balanced A TRXAX -1.69 0.66 4.34 9.74 4.66 5.83
Catalyst/MAP Global Balanced C TRXCX -1.78 0.58 3.92 8.70 3.83 4.99
Catalyst/MAP Global Balanced I TRXIX -1.68 0.74 4.48 10.11 5.00 ---
Touchstone Dynamic Global Allocation A TSMAX -2.59 1.91 3.14 12.35 4.08 6.62
Touchstone Dynamic Global Allocation C TSMCX -2.57 1.87 3.01 11.57 3.28 5.82
Touchstone Dynamic Global Allocation Y TSMYX -2.56 1.97 3.25 12.69 4.32 6.88
Thrivent Partner Worldwide Allocation A TWAAX -3.73 1.97 3.44 18.46 6.72 6.36
Thrivent Partner Worldwide Allocation S TWAIX -3.63 1.97 3.62 19.04 7.17 6.80
Templeton Global Balanced Adv TZINX -3.59 0.94 2.14 8.64 4.47 5.82
Waddell & Reed Advs Wilshire Glb Allc A UNASX -2.69 1.52 2.66 12.16 0.62 3.85
Victory Strategic Allocation C VBFCX -2.41 0.42 2.04 10.09 4.59 7.52
Victory Strategic Allocation R VBFGX -2.34 0.57 2.21 10.66 5.05 7.98
Victory Strategic Allocation I VBFIX -2.35 0.60 2.28 11.20 5.58 8.55
VALIC Company I Global Strategy VGLSX -3.25 1.54 2.54 10.02 4.15 6.32
Voya Global Multi-Asset R6 VGMRX -2.69 1.48 3.45 --- --- ---
Wells Fargo Absolute Return Inst WABIX -1.69 1.93 2.81 10.16 2.91 4.10
Wells Fargo Absolute Return A WARAX -1.69 1.93 2.75 9.82 2.55 3.68
Wells Fargo Absolute Return C WARCX -1.72 1.78 2.59 8.89 1.79 2.91
Wells Fargo Absolute Return Admin WARDX -1.69 1.84 2.74 9.89 2.65 3.81
Wells Fargo Absolute Return R WARHX -1.70 1.85 2.67 9.49 --- ---
Wells Fargo Absolute Return R6 WARRX -1.69 1.93 2.81 10.36 3.03 ---
Ivy Asset Strategy A WASAX -2.68 3.60 5.54 17.16 0.96 3.99
Ivy Asset Strategy B WASBX -2.76 3.48 5.31 16.22 0.19 3.20
Ivy Asset Strategy C WASCX -2.79 3.45 5.33 16.28 0.22 3.23
Ivy Asset Strategy Y WASYX -2.71 3.60 5.56 17.19 0.98 4.00
Waddell & Reed Advs Wilshire Glb Allc B WBASX -2.85 1.36 2.30 11.05 -0.43 2.78
Waddell & Reed Advs Wilshire Glb Allc C WCASX -2.71 1.47 2.53 11.33 -0.20 2.99
Wilmington Real Asset A WMMRX -4.47 -1.85 0.25 6.47 1.44 1.31
Wilmington Real Asset Institutional WMRIX -4.43 -1.77 0.38 6.75 1.72 1.57
Waddell & Reed Advs Wilshire Glb Allc Y WYASX -2.77 1.50 2.76 12.53 0.91 4.14
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