World Allocation: Total Returns

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Data through 4/28/2017. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Allocation 1.22 5.36 3.22 8.53 2.45 4.95
Voya Global Multi-Asset C ACLGX 1.18 5.31 3.45 8.45 2.83 5.11
American Century Global Allocation A AGAEX 1.34 4.96 2.82 5.26 0.11 2.42
American Century Global Allocation R AGAFX 1.34 4.76 2.72 4.91 -0.15 2.16
American Century Global Allocation C AGAGX 1.35 4.68 2.73 4.50 -0.62 1.66
AllianzGI Global Allocation Admin AGAMX 1.27 6.43 4.12 8.29 2.65 5.11
American Century Global Allocation I AGANX 1.43 5.03 3.00 5.71 0.56 2.89
AllianzGI Global Allocation P AGAPX 1.31 6.50 4.21 8.52 2.91 5.37
AllianzGI Global Allocation R AGARX 1.23 6.22 4.02 7.95 2.42 4.89
AllianzGI Global Allocation R6 AGASX 1.24 6.40 4.18 8.54 --- ---
American Century Global Allocation Inv AGAVX 1.43 4.94 2.91 5.51 0.36 2.67
Voya Global Multi-Asset I ALEGX 1.26 5.66 3.60 9.52 3.85 6.18
Voya Global Multi-Asset B ALYBX 1.17 5.22 3.30 8.40 2.80 5.09
Appleseed Institutional APPIX 0.71 6.64 2.84 7.41 1.30 5.17
Appleseed Investor APPLX 0.64 6.59 2.77 7.17 1.09 4.95
Aristotle/Saul Global Opportunities I ARSOX 1.71 7.51 3.32 13.00 3.49 6.40
Voya Global Multi-Asset A ATLAX 1.28 5.54 3.56 9.28 3.59 5.90
AllianzGI Global Fundamental Strat A AZDAX 0.80 4.23 3.37 5.48 2.23 ---
AllianzGI Global Fundamental Strat C AZDCX 0.74 3.94 3.16 4.66 1.44 ---
AllianzGI Global Fundamental Strat Instl AZDIX 0.86 4.26 3.40 5.75 2.46 ---
AllianzGI Global Fundamental Strat P AZDPX 0.87 4.27 3.42 5.61 2.37 ---
Northern Global Tactical Asset Allc BBALX 1.05 4.87 2.89 10.37 4.09 6.13
BlackRock Dynamic High Income Inv A BDHAX 2.31 6.08 3.95 14.01 --- ---
BlackRock Dynamic High Income Inv C BDHCX 2.19 5.82 3.70 13.10 --- ---
BlackRock Dynamic High Income Instl BDHIX 2.25 6.05 3.93 14.32 --- ---
BlackRock Dynamic High Income K BDHKX 2.36 6.18 4.06 14.37 --- ---
UBS Global Allocation A BNGLX 1.52 6.99 4.43 9.82 4.01 5.26
UBS Global Allocation C BNPCX 1.47 6.78 4.26 9.01 3.22 4.45
UBS Global Allocation P BPGLX 1.58 7.14 4.52 10.03 4.26 5.55
BlackRock Total Factor Inv A BSTAX 1.30 4.87 4.01 10.38 4.34 ---
BlackRock Total Factor Inv C BSTCX 1.21 4.47 3.72 9.49 3.55 ---
BlackRock Total Factor Inst BSTIX 1.30 4.86 4.00 10.58 4.60 ---
BlackRock Total Factor K BSTKX 1.30 --- --- --- --- ---
American Funds Capital Income Bldr A CAIBX 0.68 5.51 3.92 7.40 4.18 7.19
American Funds Capital Income Bldr F2 CAIFX 0.70 5.58 3.99 7.63 4.38 7.41
Canterbury Portfolio Thermostat I CAPTX 1.25 4.46 1.44 --- --- ---
American Funds Global Balanced 529A CBFAX 1.21 5.62 3.54 6.79 3.09 6.58
American Funds Global Balanced 529C CBFCX 1.11 5.33 3.32 5.92 2.27 5.73
American Funds Global Balanced 529E CBFEX 1.18 5.53 3.49 6.52 2.85 6.33
American Funds Global Balanced 529F1 CBFFX 1.21 5.67 3.56 6.98 3.29 6.79
Chiron Capital Allocation I CCAPX 1.37 6.55 3.47 14.53 --- ---
Cavalier Dividend Income Institutional CDVDX 1.98 1.31 -0.57 5.88 0.59 ---
Cavalier Dividend Income Advisor CDVNX 1.88 0.83 -0.93 4.73 -0.44 ---
Centerstone Investors C CENNX 2.36 5.45 3.73 --- --- ---
Centerstone Investors I CENTX 2.44 5.83 4.01 --- --- ---
Centerstone Investors A CETAX 2.35 5.64 3.82 --- --- ---
American Funds Capital Income Bldr F3 CFIHX 0.70 --- 4.00 --- --- ---
Calamos Global Growth & Income I CGCIX 2.10 7.69 4.52 10.17 3.70 5.19
Columbia Global Opportunities T CGOPX 1.74 6.31 3.89 7.52 --- ---
Columbia Global Opportunities Y CGOYX 1.72 --- --- --- --- ---
Chou Income CHOIX 0.99 1.62 1.62 21.86 -0.79 8.84
American Funds Capital Income Bldr C CIBCX 0.62 5.24 3.73 6.57 3.35 6.34
American Funds Capital Income Bldr F1 CIBFX 0.68 5.49 3.92 7.35 4.11 7.13
American Funds Capital Income Bldr 529A CIRAX 0.67 5.47 3.90 7.33 4.08 7.10
American Funds Capital Income Bldr 529C CIRCX 0.60 5.20 3.71 6.52 3.28 6.27
American Funds Capital Income Bldr 529E CIREX 0.65 5.39 3.84 7.08 3.85 6.85
American Funds Capital Income Bldr 529F CIRFX 0.70 5.56 3.98 7.59 4.32 7.34
Columbia Global Opportunities R5 CLNRX 1.80 6.41 3.92 7.94 3.88 ---
CCA Core Return Investor CORAX 1.25 6.17 3.96 6.03 1.27 ---
CCA Core Return Institutional CORIX 1.33 6.30 4.01 6.35 1.57 ---
CCA Core Return Load CORLX 1.23 6.16 3.99 6.04 --- ---
Columbia Global Opportunities R CSARX 1.75 6.25 3.82 7.29 3.20 5.08
Columbia Global Opportunities Z CSAZX 1.73 6.36 3.86 7.81 3.76 5.62
Columbia Global Opportunities R4 CSDRX 1.72 6.34 3.85 7.79 3.72 ---
Calamos Global Growth & Income C CVLCX 2.02 7.14 4.25 8.94 2.63 4.11
Calamos Global Growth & Income B CVLDX 2.03 7.24 4.27 8.99 2.63 4.14
Calamos Global Growth & Income A CVLOX 2.04 7.53 4.41 9.82 3.40 4.90
Calamos Global Growth & Income R CVLRX 2.07 7.52 4.48 9.58 3.18 4.66
Calamos Global Growth & Income T CVLTX 2.04 --- --- --- --- ---
Natixis ASG Dynamic Allocation A DAAFX 1.84 7.80 5.20 10.63 --- ---
Natixis ASG Dynamic Allocation C DACFX 1.76 7.56 4.94 9.86 --- ---
Natixis ASG Dynamic Allocation Y DAYFX 1.84 8.00 5.29 11.00 --- ---
Wells Fargo Asset Allocation A EAAFX 0.81 6.24 3.89 8.60 1.26 4.35
Wells Fargo Asset Allocation Inst EAAIX 0.96 6.39 4.04 8.99 1.66 ---
Eaton Vance Multi-Strategy All Mkt A EAAMX 0.91 4.44 3.00 8.22 4.16 3.72
Wells Fargo Asset Allocation B EABFX 0.81 5.93 3.70 7.76 0.48 3.58
Wells Fargo Asset Allocation C EACFX 0.84 5.95 3.70 7.81 0.49 3.58
Wells Fargo Asset Allocation Admin EAIFX 0.95 6.33 4.00 8.80 1.46 4.58
Wells Fargo Asset Allocation R EAXFX 0.82 6.14 3.85 8.30 1.02 4.12
Eaton Vance Multi-Strategy All Mkt C ECAMX 0.93 4.28 2.93 7.50 3.38 2.93
Eaton Vance Global Income Builder A EDIAX 1.85 6.98 4.21 9.57 5.18 8.27
Eaton Vance Global Income Builder C EDICX 1.81 6.64 3.93 8.59 4.37 7.43
Eaton Vance Global Income Builder Instl EDIIX 1.76 6.96 4.17 9.76 5.41 8.54
Eaton Vance Global Income Builder R EDIRX 1.71 6.78 4.04 9.18 4.86 7.97
Eaton Vance Multi-Strategy All Mkt I EIAMX 0.97 4.62 3.07 8.50 4.39 3.97
Eventide Multi-Asset Income A ETAMX 1.71 5.70 4.59 9.40 --- ---
Eventide Multi-Asset Income C ETCMX 1.68 5.47 4.36 8.54 --- ---
Eventide Multi-Asset Income I ETIMX 1.75 5.78 4.67 9.61 --- ---
Eventide Multi-Asset Income N ETNMX 1.72 5.72 4.61 9.35 --- ---
Templeton Global Balanced C FCGBX 1.32 6.13 3.29 11.06 1.44 5.91
Fidelity Advisor® Global Strategies A FDASX 1.54 6.96 3.95 10.20 4.47 5.38
Fidelity Advisor® Global Strategies C FDCSX 1.34 6.72 3.67 9.32 3.65 4.60
Fidelity Advisor® Global Strategies M FDTSX 1.44 6.87 3.85 9.84 4.18 5.11
Fidelity Advisor® Global Strategies I FDYIX 1.43 7.06 3.93 10.45 4.70 5.64
Fidelity® Global Strategies FDYSX 1.43 7.06 3.93 10.45 4.70 5.64
First Eagle Global Income Builder A FEBAX 1.42 5.85 3.57 9.66 3.07 ---
First Eagle Global Income Builder C FEBCX 1.35 5.61 3.38 8.86 2.29 ---
First Eagle Global Income Builder I FEBIX 1.45 5.96 3.64 9.96 3.32 ---
First Eagle Global Income Builder R6 FEBRX 1.45 --- --- --- --- ---
First Eagle Global R6 FEGRX 0.03 --- --- --- --- ---
First Eagle Global C FESGX -0.05 5.35 2.29 9.24 4.49 6.83
Fidelity® Global Balanced FGBLX 2.33 7.24 4.73 5.08 2.04 4.97
Fidelity Advisor® Global Balanced A FGLAX 2.32 7.15 4.66 4.78 1.75 4.67
Fidelity Advisor® Global Balanced C FGLCX 2.17 6.86 4.39 3.87 0.91 3.82
Fidelity Advisor® Global Balanced I FGLIX 2.34 7.26 4.74 5.10 2.03 4.96
Fidelity Advisor® Global Balanced M FGLTX 2.25 7.03 4.56 4.48 1.46 4.38
Franklin Mutual Quest R6 FMQRX 0.38 1.16 0.06 13.40 3.75 ---
Franklin Mutual Quest R FMQSX 0.33 0.99 -0.07 12.77 3.15 8.17
Federated Global Allocation B FSBBX 1.40 5.62 2.84 7.05 1.86 4.65
Federated Global Allocation C FSBCX 1.42 5.65 2.87 7.12 1.93 4.72
Federated Global Allocation R FSBKX 1.41 5.73 2.88 7.49 2.25 5.07
Federated Global Allocation R6 FSBLX 1.47 6.00 3.11 --- --- ---
Federated Global Allocation A FSTBX 1.45 5.92 3.03 7.95 2.68 5.51
Aberdeen Dynamic Allocation I/S GAASX 1.07 3.85 2.48 7.72 3.34 ---
Aberdeen Dynamic Allocation R GAGRX 1.00 3.78 2.41 7.12 2.66 4.69
JPMorgan Global Allocation A GAOAX 1.57 6.39 3.93 10.54 5.02 7.13
JPMorgan Global Allocation C GAOCX 1.49 6.24 3.81 9.96 4.51 6.59
JPMorgan Global Allocation R2 GAONX 1.50 6.33 3.85 10.23 4.75 6.86
JPMorgan Global Allocation I GAOSX 1.53 6.46 4.00 10.73 5.27 7.38
GMO Global Asset Allocation Series R6 GATRX 0.88 6.38 4.09 9.33 1.99 ---
GMO Strategic Opportunities Allc III GBATX 1.09 7.67 4.84 11.33 2.69 7.26
GMO Benchmark-Free III GBFFX 0.94 6.99 4.07 10.41 1.64 3.43
American Funds Global Balanced A GBLAX 1.21 5.63 3.55 6.85 3.17 6.66
American Funds Global Balanced C GBLCX 1.11 5.33 3.33 6.00 2.33 5.80
American Funds Global Balanced F1 GBLEX 1.17 5.58 3.50 6.78 3.10 6.61
American Funds Global Balanced F2 GBLFX 1.21 5.69 3.61 7.04 3.38 6.88
GMO Benchmark-Free Allocation IV GBMBX 0.65 5.71 3.26 8.16 1.30 ---
GMO Benchmark-Free Allocation III GBMFX 0.69 5.71 3.26 8.11 1.26 4.22
GMO Benchmark-Free Allocation Ser R6 GBMRX 0.70 5.63 3.15 7.95 1.14 ---
Lazard Global Dynamic Multi Asset Inst GDMIX 1.51 7.40 4.78 --- --- ---
Lazard Global Dynamic Multi Asset Open GDMOX 1.51 7.30 4.68 --- --- ---
American Funds Global Balanced F3 GFBLX 1.21 --- 3.61 --- --- ---
Goldman Sachs Growth Strategy A GGSAX 1.55 7.54 4.65 13.09 5.08 7.62
Goldman Sachs Growth Strategy C GGSCX 1.49 7.26 4.44 12.18 4.28 6.81
Goldman Sachs Growth Strategy Instl GGSIX 1.62 7.70 4.73 13.57 5.52 8.06
Goldman Sachs Growth Strategy R GGSRX 1.52 7.42 4.54 12.78 4.81 7.35
Goldman Sachs Growth Strategy Svc GGSSX 1.56 7.49 4.59 12.99 4.98 7.54
Goldman Sachs Growth Strategy IR GGSTX 1.57 7.58 4.64 13.35 5.34 7.90
Goldman Sachs Growth Strategy R6 GGSUX 1.55 7.63 4.73 13.50 --- ---
GMO Implementation GIMFX 0.75 6.46 3.73 9.19 1.68 6.32
Leuthold Global Inst GLBIX 0.32 5.52 2.47 6.97 2.06 5.77
Leuthold Global Retail GLBLX 0.32 5.47 2.38 6.74 1.82 5.55
MFS Global Multi-Asset A GLMAX 1.21 4.42 1.99 6.00 0.76 2.18
MFS Global Multi-Asset B GLMBX 1.14 4.09 1.83 5.10 -0.03 1.39
MFS Global Multi-Asset C GLMCX 1.14 4.09 1.83 5.10 -0.02 1.39
MFS Global Multi-Asset I GLMIX 1.20 4.38 1.98 6.18 0.96 2.41
MFS Global Multi-Asset R1 GLMRX 1.13 4.08 1.82 5.08 -0.03 1.39
MFS Global Multi-Asset R2 GLMSX 1.22 4.34 2.01 5.69 0.49 1.90
MFS Global Multi-Asset R3 GLMTX 1.21 4.31 2.00 5.89 0.73 2.15
MFS Global Multi-Asset R4 GLMUX 1.20 4.38 2.09 6.18 0.96 2.41
MFS Global Multi-Asset R6 GLMVX 1.20 4.49 2.08 6.29 1.04 ---
Aberdeen Dynamic Allocation A GMMAX 1.07 3.83 2.47 7.44 3.07 5.09
Aberdeen Dynamic Allocation C GMMCX 0.93 3.67 2.37 6.75 2.35 4.35
Aberdeen Dynamic Allocation Inst GMMIX 0.99 3.84 2.48 7.74 3.34 5.39
GMO Risk Premium VI GMOKX 2.73 7.00 4.98 18.38 7.44 ---
GMO Risk Premium III GMRPX 2.75 7.00 4.97 18.26 7.34 ---
GMO Global Asset Allocation III GMWAX 0.97 6.54 4.13 9.55 2.15 5.20
GuidePath® Multi-Asset Income Allc Svc GPMIX 1.05 4.08 2.77 7.76 2.87 ---
AIG Global Trends A GTFAX -0.08 1.47 0.46 3.31 1.09 -0.01
AIG Global Trends C GTFCX -0.24 1.20 0.24 2.60 0.44 -0.66
AIG Global Trends W GTFWX -0.08 1.53 0.45 3.51 1.28 0.20
Guggenheim Diversified Income A GUDAX 1.26 3.27 2.12 10.01 --- ---
Guggenheim Diversified Income C GUDCX 1.21 3.02 1.91 9.20 --- ---
Guggenheim Diversified Income Instl GUDIX 1.30 3.35 2.16 10.31 --- ---
Guggenheim Diversified Income P GUDPX 1.26 3.27 2.08 9.99 --- ---
Goldman Sachs Satellite Strategies A GXSAX 1.53 5.39 3.49 7.25 1.56 3.39
Goldman Sachs Satellite Strategies C GXSCX 1.37 5.11 3.34 6.35 0.80 2.60
Goldman Sachs Satellite Strategies Instl GXSIX 1.63 5.63 3.73 7.72 1.99 3.79
Goldman Sachs Satellite Strategies R GXSRX 1.49 5.36 3.59 7.03 1.37 3.15
Goldman Sachs Satellite Strategies Svc GXSSX 1.52 5.38 3.62 7.16 1.50 3.29
Goldman Sachs Satellite Strategies IR GXSTX 1.60 5.60 3.69 7.56 1.84 3.66
Goldman Sachs Satellite Strategies R6 GXSUX 1.51 5.50 3.60 7.60 --- ---
Hartford Multi-Asset Income A HAFAX 0.90 4.35 2.30 9.33 --- ---
Hartford Multi-Asset Income F HAFDX 0.61 --- --- --- --- ---
Hartford Multi-Asset Income I HAFIX 0.94 4.54 2.48 9.70 --- ---
Hartford Multi-Asset Income R3 HAFRX 0.95 4.35 2.30 9.09 --- ---
Hartford Multi-Asset Income R4 HAFSX 1.00 4.45 2.40 9.43 --- ---
Hartford Multi-Asset Income R5 HAFTX 0.82 4.41 2.35 9.53 --- ---
Hartford Multi-Asset Income Y HAFYX 0.95 4.44 2.39 9.67 --- ---
Hartford Multi-Asset Income C HAICX 0.91 4.23 2.29 8.61 --- ---
Hartford Moderate Allocation A HBAAX 1.30 5.33 3.19 9.59 2.19 4.02
Hartford Moderate Allocation B HBABX 1.15 5.05 2.97 8.54 1.27 3.11
Hartford Moderate Allocation C HBACX 1.24 5.14 3.06 8.80 1.44 3.25
Hartford Moderate Allocation F HBADX 1.30 --- --- --- --- ---
Hartford Moderate Allocation I HBAIX 1.30 5.51 3.36 10.01 2.51 4.35
Hartford Moderate Allocation R3 HBARX 1.23 5.32 3.14 9.29 1.86 3.67
Hartford Moderate Allocation R4 HBASX 1.30 5.43 3.28 9.67 2.17 3.99
Hartford Moderate Allocation R5 HBATX 1.30 5.51 3.27 9.88 2.45 4.29
Hartford Schroders Income Builder C HBBCX 1.08 2.11 1.99 --- --- ---
Hartford Schroders Income Builder F HBBFX 0.83 --- --- --- --- ---
Hartford Schroders Income Builder R3 HBBRX 1.10 2.33 2.21 --- --- ---
Hartford Schroders Income Builder R4 HBBSX 1.14 2.41 2.18 --- --- ---
Hartford Schroders Income Builder R5 HBBTX 1.17 2.49 2.25 --- --- ---
Hartford Schroders Income Builder Y HBBYX 1.08 2.41 2.17 --- --- ---
HCM Income Plus A HCMEX 1.18 3.31 2.08 --- --- ---
HCM Income Plus Investor HCMKX 1.08 3.11 1.88 --- --- ---
Highland Global Allocation A HCOAX -0.35 -3.03 -5.76 13.52 1.53 7.72
Highland Global Allocation C HCOCX -0.40 -3.36 -6.10 12.61 0.76 6.89
Highland Global Allocation Y HCOYX -0.29 -2.97 -5.80 13.83 1.74 7.95
Hartford Conservative Allocation A HCVAX 1.00 3.89 2.42 6.83 0.86 1.63
Hartford Conservative Allocation B HCVBX 0.90 3.50 2.13 5.89 0.08 0.81
Hartford Conservative Allocation C HCVCX 0.91 3.52 2.15 5.94 0.11 0.85
Hartford Conservative Allocation F HCVFX 1.09 --- --- --- --- ---
Hartford Conservative Allocation I HCVIX 1.09 3.99 2.52 7.13 1.16 1.91
Hartford Conservative Allocation R3 HCVRX 1.00 3.68 2.32 6.41 0.59 1.30
Hartford Conservative Allocation R4 HCVSX 1.00 3.78 2.42 6.78 0.88 1.62
Hartford Conservative Allocation R5 HCVTX 0.99 3.98 2.52 7.10 1.19 1.92
Hancock Horizon Dynamic Asset Allc Inv HDAAX 1.08 3.96 1.84 7.66 --- ---
Hancock Horizon Dynamic Asset Allc C HDACX 0.95 3.70 1.64 6.83 --- ---
Hancock Horizon Dynamic Asset Allc Instl HDAIX 1.08 4.02 1.90 7.97 --- ---
Henderson Dividend & Income Builder A HDAVX 1.92 6.82 5.07 8.67 3.65 ---
Henderson Dividend & Income Builder C HDCVX 1.78 6.48 4.80 7.75 2.84 ---
Henderson Dividend & Income Builder I HDIVX 1.92 6.90 5.14 8.87 3.90 ---
Henderson Dividend & Income Builder R6 HDRVX 1.92 6.84 5.08 8.75 --- ---
Henderson All Asset A HGAAX 0.76 4.04 2.62 6.79 2.62 3.73
Henderson All Asset C HGACX 0.68 3.81 2.48 5.94 1.85 2.95
Henderson All Asset I HGAIX 0.86 4.15 2.73 6.99 2.90 4.00
Henderson All Asset R6 HGARX 0.86 4.16 2.73 7.04 --- ---
Hartford Global All-Asset A HLAAX 1.82 7.09 4.29 11.43 3.94 5.82
Hartford Global All-Asset C HLACX 1.66 6.78 4.06 10.53 3.17 5.02
Hartford Global All-Asset F HLAFX 1.81 --- --- --- --- ---
Hartford Global All-Asset I HLAIX 1.81 7.16 4.37 11.71 4.20 6.08
Hartford Global All-Asset R3 HLARX 1.82 6.99 4.29 11.16 3.68 5.55
Hartford Global All-Asset R4 HLASX 1.80 7.10 4.33 11.44 4.01 5.88
Hartford Global All-Asset R5 HLATX 1.74 7.22 4.31 11.71 4.05 5.98
Hartford Global All-Asset Y HLAYX 1.81 7.25 4.46 11.79 4.32 6.19
Hartford Growth Allocation A HRAAX 1.52 6.65 3.83 12.05 3.12 6.66
Hartford Growth Allocation B HRABX 1.44 6.32 3.58 10.93 2.21 5.75
Hartford Growth Allocation C HRACX 1.45 6.37 3.71 11.23 2.37 5.87
Hartford Growth Allocation F HRAFX 1.52 --- --- --- --- ---
Hartford Growth Allocation I HRAIX 1.53 6.70 3.95 12.38 3.47 7.01
Hartford Growth Allocation R3 HRARX 1.55 6.51 3.83 11.66 2.83 6.35
Hartford Growth Allocation R4 HRASX 1.52 6.69 3.95 12.01 3.15 6.67
Hartford Growth Allocation R5 HRATX 1.61 6.75 4.02 12.38 3.45 7.00
Hartford Global Real Asset A HRLAX -1.01 -1.23 -3.50 5.20 -5.56 -3.42
Hartford Global Real Asset C HRLCX -0.92 -1.37 -3.68 4.47 -6.26 -4.13
Hartford Global Real Asset F HRLFX -0.90 --- --- --- --- ---
Hartford Global Real Asset I HRLIX -0.90 -1.12 -3.40 5.48 -5.32 -3.17
Hartford Global Real Asset R3 HRLRX -0.89 -1.23 -3.49 4.98 -5.79 -3.63
Hartford Global Real Asset R4 HRLSX -0.90 -1.12 -3.39 5.26 -5.51 -3.36
Hartford Global Real Asset R5 HRLTX -0.90 -1.12 -3.40 5.55 -5.25 -3.13
Hartford Global Real Asset Y HRLYX -0.90 -1.12 -3.40 5.55 -5.21 -3.06
Voya Global Multi-Asset W IAFWX 1.27 5.57 3.61 9.51 3.84 6.15
Voya Global Perspectives A IAPVX 1.64 5.79 3.72 8.48 3.82 ---
Ivy Asset Strategy E IASEX 1.46 6.58 4.57 5.47 -3.16 2.51
Ivy Asset Strategy R IASRX 1.44 6.44 4.45 5.06 -3.52 2.14
Ivy Asset Strategy N IASTX 1.44 6.64 4.65 5.84 --- ---
Dynamic International Opportunity I ICCIX 1.05 9.25 3.81 12.44 2.57 3.30
Dynamic International Opportunity N ICCNX 1.05 9.25 3.71 12.22 2.32 3.04
Voya Global Perspectives C ICPVX 1.47 5.56 3.48 7.62 2.99 ---
Columbia Global Opportunities K IDRYX 1.72 6.26 3.86 7.64 3.61 5.47
Voya Global Multi-Asset O IDSIX 1.20 5.48 3.49 9.26 3.60 5.88
AIG Income Explorer A IEAAX 2.55 7.71 4.59 14.54 4.34 ---
AIG Income Explorer C IEACX 2.44 7.41 4.36 13.77 3.66 ---
AIG Income Explorer W IEAWX 2.59 7.80 4.64 14.76 4.56 ---
Voya Global Target Payment A IGPAX 1.30 4.68 3.13 7.62 3.57 5.51
Voya Global Target Payment C IGPCX 1.16 4.45 2.96 6.70 2.79 4.72
Voya Global Target Payment I IGPIX 1.35 4.80 3.25 7.86 3.89 5.81
Voya Global Target Payment R IGPRX 1.25 4.58 3.04 7.29 3.36 5.28
Voya Global Target Payment W IGPWX 1.36 4.81 3.25 7.88 3.84 5.79
Ivy Global Income Allocation E IIBEX 2.02 6.91 4.70 10.70 2.77 5.36
Ivy Global Income Allocation I IIBIX 2.00 7.01 4.82 11.11 3.19 5.78
Voya Global Perspectives I IIPVX 1.64 5.88 3.81 8.68 4.04 ---
Ivy Global Income Allocation N ILIAX 2.06 7.12 4.93 11.34 --- ---
Columbia Global Opportunities B IMRBX 1.69 6.08 3.70 6.78 2.74 4.57
Columbia Global Opportunities A IMRFX 1.73 6.29 3.87 7.57 3.52 5.36
Voya Global Perspectives Port A IPARX 1.31 5.65 3.63 8.03 3.62 ---
Voya Global Perspectives Port I IPIRX 1.39 5.80 3.70 8.43 3.98 ---
Voya Global Perspectives Port S IPSRX 1.40 5.74 3.62 8.18 3.68 ---
Voya Global Perspectives R IRPVX 1.56 5.71 3.64 8.17 3.52 ---
Ivy Asset Strategy I IVAEX 1.45 6.61 4.62 5.66 -2.95 2.75
Ivy Global Income Allocation A IVBAX 2.02 6.92 4.71 10.75 2.84 5.38
Ivy Global Income Allocation B IVBBX 1.99 6.61 4.52 9.79 1.94 4.43
Ivy Global Income Allocation C IVBCX 1.90 6.71 4.55 10.06 2.20 4.71
Ivy Global Income Allocation Y IVBYX 2.01 6.98 4.78 10.90 2.95 5.52
IVA Worldwide A IVWAX 1.06 5.77 3.36 9.94 3.50 6.14
IVA Worldwide C IVWCX 0.96 5.50 3.12 9.06 2.71 5.34
IVA Worldwide I IVWIX 1.00 5.82 3.35 10.18 3.75 6.39
Voya Global Perspectives W IWPVX 1.64 5.88 3.71 8.73 4.04 ---
Ivy Global Income Allocation R IYGBX 2.02 6.86 4.65 10.48 2.58 ---
Janus Adaptive Global Allocation A JAGAX 1.27 5.95 3.92 9.60 --- ---
Janus Adaptive Global Allocation D JAGDX 1.27 5.95 3.92 9.78 --- ---
Janus Adaptive Global Allocation N JAGNX 1.37 6.05 4.02 9.97 --- ---
Janus Adaptive Global Allocation S JAGSX 1.28 5.85 3.82 9.48 --- ---
Janus Adaptive Global Allocation C JAVCX 1.18 5.65 3.73 8.85 --- ---
Janus Global Allocation Cnsrv A JCAAX 1.22 4.88 2.97 4.63 2.17 4.54
Janus Global Allocation Cnsrv C JCACX 1.24 4.62 2.86 4.08 1.67 3.92
Janus Global Allocation Cnsrv I JCAIX 1.30 4.95 3.05 4.90 2.44 4.79
Janus Global Allocation Cnsrv S JCASX 1.31 4.81 2.99 4.53 2.05 4.38
Janus Global Allocation Growth A JGCAX 1.72 7.42 4.05 9.70 3.61 6.74
Janus Global Allocation Growth C JGCCX 1.67 7.12 3.88 9.00 3.00 6.04
Janus Global Allocation Growth I JGCIX 1.78 7.53 4.18 10.01 3.87 7.01
Janus Global Allocation Growth S JGCSX 1.80 7.37 4.07 9.53 3.44 6.58
Janus Aspen Global Allocation Mod Instl JMAPX 1.63 6.47 3.86 7.85 3.21 5.77
Janus Global Allocation Moderate A JMOAX 1.50 6.12 3.55 7.32 2.91 5.65
Janus Global Allocation Moderate C JMOCX 1.44 5.94 3.35 6.69 2.30 4.93
Janus Global Allocation Moderate I JMOIX 1.57 6.26 3.61 7.59 3.15 5.87
Janus Global Allocation Moderate S JMOSX 1.51 6.07 3.49 7.14 2.75 5.46
Janus Global Allocation Cnsrv D JMSCX 1.30 4.86 2.96 4.81 2.37 4.74
Janus Global Allocation Growth D JNSGX 1.78 7.53 4.18 9.94 3.79 6.93
Janus Global Allocation Moderate D JNSMX 1.57 6.25 3.61 7.62 3.12 5.82
Janus Global Allocation Cnsrv T JSPCX 1.30 4.87 2.97 4.73 2.33 4.70
Janus Global Allocation Growth T JSPGX 1.78 7.46 4.11 9.89 3.72 6.87
Janus Global Allocation Moderate T JSPMX 1.58 6.27 3.62 7.54 3.05 5.77
Janus Adaptive Global Allocation I JVGIX 1.27 6.05 4.02 9.97 --- ---
Janus Adaptive Global Allocation T JVGTX 1.27 5.95 3.92 9.72 --- ---
Deutsche Global Income Builder A KTRAX 1.06 5.68 3.62 12.64 2.70 6.00
Deutsche Global Income Builder C KTRCX 0.95 5.47 3.42 11.76 1.88 5.14
Deutsche Global Income Builder Instl KTRIX 0.95 5.75 3.57 12.79 2.92 6.23
Deutsche Global Income Builder S KTRSX 1.06 5.73 3.68 12.87 2.91 6.21
Deutsche Global Income Builder R6 KTRZX 0.96 5.76 3.70 12.92 --- ---
Lord Abbett Multi-Asset Global Opp B LAGBX 0.79 4.34 2.33 10.01 0.88 4.59
Lord Abbett Multi-Asset Global Opp C LAGCX 0.82 4.38 2.36 10.10 0.91 4.60
Lord Abbett Multi-Asset Global Opp A LAGEX 0.90 4.68 2.57 10.92 1.64 5.38
Lord Abbett Multi-Asset Global Opp F LAGFX 0.94 4.71 2.60 11.08 1.82 5.55
Lord Abbett Multi-Asset Global Opp R2 LAGQX 0.89 4.49 2.43 10.52 1.30 5.01
Lord Abbett Multi-Asset Global Opp R3 LARRX 0.92 4.58 2.48 10.67 1.42 5.15
Lord Abbett Multi-Asset Global Opp R4 LARSX 0.96 4.73 2.62 10.99 --- ---
Lord Abbett Multi-Asset Global Opp R5 LARTX 0.96 4.70 2.61 11.21 --- ---
Lord Abbett Multi-Asset Global Opp R6 LARVX 0.97 4.82 2.72 11.38 --- ---
Lord Abbett Multi-Asset Global Opp I LGEYX 0.96 4.71 2.61 11.22 1.91 5.64
Loomis Sayles Global Equity and Income A LGMAX 2.81 8.68 5.33 11.75 6.09 7.26
Loomis Sayles Global Equity and Income C LGMCX 2.78 8.49 5.17 10.99 5.31 6.46
Loomis Sayles Global Equity and Income N LGMNX 2.79 --- --- --- --- ---
Lord Abbett Multi-Asset Global Opp F3 LOGEX --- --- --- --- --- ---
Loomis Sayles Global Equity and Income Y LSWWX 2.84 8.81 5.41 12.09 6.37 7.53
BlackRock Global Allocation Instl MALOX 1.15 5.80 3.59 9.03 3.58 5.69
Morgan Stanley Inst Global Strat A MBAAX 1.55 6.30 4.33 7.58 1.68 5.84
BlackRock Global Allocation Inv B MBLOX 1.03 5.35 3.26 7.70 2.42 4.54
BlackRock Global Allocation Inv C MCLOX 1.04 5.44 3.25 7.91 2.52 4.62
MainStay Income Builder C MCTRX 0.90 4.60 3.43 8.52 3.56 7.41
BlackRock Global Allocation Inv A MDLOX 1.10 5.72 3.50 8.71 3.29 5.40
MFS Global Total Return B MFWBX 0.93 5.39 3.69 4.95 2.86 5.62
MFS Global Total Return C MFWCX 0.88 5.40 3.62 4.92 2.86 5.61
MFS Global Total Return R1 MFWGX 0.94 5.42 3.70 4.93 2.86 5.62
MFS Global Total Return R3 MFWHX 1.01 5.70 3.84 5.77 3.66 6.43
MFS Global Total Return I MFWIX 1.01 5.74 3.92 6.00 3.90 6.67
MFS Global Total Return R4 MFWJX 1.00 5.73 3.94 5.98 3.89 6.68
MFS Global Total Return R6 MFWLX 1.03 5.82 4.01 6.16 4.02 ---
MFS Global Total Return A MFWTX 1.00 5.68 3.89 5.73 3.64 6.42
MFS Global Total Return R2 MGBRX 0.95 5.61 3.80 5.50 3.38 6.14
MassMutual Select BlackRock Glbl Allc A MGJAX 1.05 5.58 3.52 8.45 2.97 5.04
MassMutual Select BlackRock Glbl Allc R4 MGJFX 1.15 5.63 3.55 8.54 3.08 ---
MassMutual Select BlackRock Glbl Allc I MGJIX 1.14 5.86 3.70 9.04 3.55 ---
MassMutual Select BlackRock Glbl Allc R3 MGJRX 1.06 5.54 3.46 8.22 2.82 ---
Morgan Stanley Inst Global Strat IS MGPOX 1.60 6.38 4.43 7.92 --- ---
MassMutual Select BlackRock Glb Allc Adm MGSLX 1.11 5.69 3.49 8.60 3.21 5.30
MassMutual Select BlackRock Glb Allc R5 MGSSX 1.12 5.78 3.65 8.91 3.37 5.51
MassMutual Select BlackRock Glb Allc Svc MGSYX 1.14 5.77 3.60 8.80 3.33 5.45
BlackRock Global Allocation K MKLOX 1.15 5.86 3.59 --- --- ---
MainStay Income Builder B MKTRX 0.95 4.65 3.48 8.56 3.57 7.42
Morgan Stanley Inst Global Strat Instl MPBAX 1.60 6.39 4.37 7.89 2.00 6.15
Franklin Mutual Quest Z MQIFX 0.38 1.22 0.06 13.38 3.69 8.72
BlackRock Global Allocation R MRLOX 1.05 5.58 3.38 8.33 2.94 5.03
Morgan Stanley Inst Global Strat L MSDLX 1.50 6.07 4.17 7.05 1.15 5.29
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX 1.73 4.74 3.86 3.39 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX 1.65 4.67 3.78 3.08 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX 1.65 4.46 3.58 2.26 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX 1.74 4.87 3.88 3.55 --- ---
Morgan Stanley Inst Global Strat C MSSOX 1.50 5.96 4.12 6.65 --- ---
MainStay Income Builder Inv MTINX 0.98 4.88 3.65 9.31 4.32 8.21
MainStay Income Builder I MTOIX 1.03 5.03 3.75 9.80 4.77 8.72
MainStay Income Builder A MTRAX 1.00 4.93 3.69 9.48 4.49 8.44
MainStay Income Builder R2 MTXRX 0.99 4.90 3.66 9.38 --- ---
MainStay Income Builder R3 MTXVX 0.94 4.81 3.58 9.09 --- ---
Neuberger Berman Global Allocation A NGLAX 2.01 6.79 4.39 8.76 1.28 4.36
Neuberger Berman Global Allocation C NGLCX 1.97 6.47 4.12 7.95 0.52 3.59
Neuberger Berman Global Allocation Instl NGLIX 2.09 6.94 4.55 9.17 1.64 4.73
Nuveen Real Asset Income A NRIAX 1.79 6.03 4.04 9.19 6.34 8.68
Nuveen Real Asset Income C NRICX 1.76 5.82 3.84 8.38 5.56 7.88
Nuveen Real Asset Income R6 NRIFX 2.26 6.16 4.55 --- --- ---
Nuveen Real Asset Income I NRIIX 1.81 6.12 4.11 9.41 6.61 8.94
Old Westbury Strategic Opportunities OWSOX 1.16 5.24 3.43 10.81 3.84 6.15
Principal Real Estate Allocation Instl PADDX 1.61 3.40 2.97 2.65 --- ---
Principal Real Estate Allocation A PAEDX 1.52 3.21 2.89 2.25 --- ---
T. Rowe Price Global Allocation Advisor PAFGX 1.64 7.00 4.53 11.81 5.37 ---
AllianzGI Global Allocation A PALAX 1.31 6.38 4.11 8.23 2.63 5.10
AllianzGI Global Allocation C PALCX 1.20 6.11 3.87 7.36 1.86 4.31
AllianzGI Global Allocation Instl PALLX 1.33 6.45 4.14 8.41 2.87 5.34
PineBridge Dynamic Asset Allc Instl PDAIX 1.22 5.36 3.15 7.66 --- ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX 1.21 5.45 3.24 7.75 --- ---
PIMCO Global Multi-Asset Instl PGAIX 1.45 5.84 3.73 10.47 5.32 2.46
PIMCO Global Multi-Asset P PGAPX 1.36 5.82 3.71 10.38 5.21 2.35
PIMCO Global Multi-Asset A PGMAX 1.37 5.70 3.67 9.89 4.71 1.86
PIMCO Global Multi-Asset C PGMCX 1.23 5.33 3.34 8.99 3.93 1.09
PIMCO Global Multi-Asset D PGMDX 1.37 5.61 3.58 9.89 4.72 1.86
PIMCO Global Multi-Asset R PGMRX 1.30 5.53 3.48 9.65 4.45 1.59
PIMCO Dividend and Income C PQICX 0.37 3.53 1.41 8.86 0.54 5.10
PIMCO Dividend and Income D PQIDX 0.46 3.87 1.64 9.71 1.33 5.91
PIMCO Dividend and Income Institutional PQIIX 0.46 3.94 1.62 10.06 1.65 6.26
PIMCO Dividend and Income P PQIPX 0.46 3.91 1.60 10.15 1.60 6.18
PIMCO Dividend and Income A PQIZX 0.46 3.77 1.55 9.75 1.31 5.90
Oppenheimer Global Allocation B QGRBX 1.78 6.99 4.59 9.92 3.76 5.64
Oppenheimer Global Allocation C QGRCX 1.83 7.05 4.65 9.99 3.79 5.70
Oppenheimer Global Allocation I QGRIX 1.93 7.44 4.94 11.25 5.04 6.97
Oppenheimer Global Allocation R QGRNX 1.85 7.22 4.81 10.55 4.32 6.22
Oppenheimer Global Allocation Y QGRYX 1.93 7.40 4.90 11.09 4.83 6.80
Oppenheimer Global Multi-Asset Growth A QMGAX 2.44 9.54 6.23 14.16 --- ---
Oppenheimer Global Multi-Asset Growth C QMGCX 2.46 9.38 6.16 13.37 --- ---
Oppenheimer Global Multi-Asset Growth I QMGIX 2.53 9.63 6.43 14.51 --- ---
Oppenheimer Global Multi-Asset Growth R QMGRX 2.45 9.45 6.24 14.01 --- ---
Oppenheimer Global Multi-Asset Growth Y QMGYX 2.44 9.63 6.32 14.33 --- ---
Oppenheimer Global Allocation A QVGIX 1.87 7.27 4.84 10.81 4.57 6.48
Cohen & Steers Real Assets A RAPAX 0.11 0.00 -1.24 2.14 -3.36 -1.18
Cohen & Steers Real Assets C RAPCX 0.00 -0.34 -1.48 1.36 -4.05 -1.86
Cohen & Steers Real Assets I RAPIX 0.00 0.00 -1.24 2.35 -3.07 -0.88
Cohen & Steers Real Assets R RAPRX 0.11 -0.11 -1.35 2.08 -3.53 -1.34
Cohen & Steers Real Assets Z RAPZX 0.11 0.00 -1.13 2.47 -3.08 -0.97
American Funds Capital Income Bldr R2E RCEEX 0.64 5.33 3.80 6.85 --- ---
American Funds Global Balanced R2 RGBBX 1.11 5.35 3.34 6.01 2.36 5.84
American Funds Global Balanced R3 RGBCX 1.14 5.49 3.45 6.49 2.82 6.32
American Funds Global Balanced R4 RGBEX 1.17 5.59 3.52 6.79 3.12 6.64
American Funds Global Balanced R5 RGBFX 1.24 5.73 3.62 7.13 3.43 6.95
American Funds Global Balanced R6 RGBGX 1.21 5.75 3.63 7.19 3.48 7.00
American Funds Global Balanced R5E RGBHX 1.21 5.71 3.64 6.98 --- ---
American Funds Global Balanced R1 RGBLX 1.11 5.33 3.33 6.02 2.44 6.00
American Funds Global Balanced R2E RGGHX 1.14 5.44 3.40 6.29 --- ---
American Funds Capital Income Bldr R1 RIRAX 0.62 5.22 3.73 6.56 3.35 6.35
American Funds Capital Income Bldr R2 RIRBX 0.60 5.21 3.72 6.55 3.36 6.36
American Funds Capital Income Bldr R3 RIRCX 0.65 5.38 3.85 7.05 3.81 6.81
American Funds Capital Income Bldr R4 RIREX 0.68 5.48 3.91 7.37 4.13 7.14
American Funds Capital Income Bldr R5 RIRFX 0.72 5.59 4.00 7.68 4.43 7.47
American Funds Capital Income Bldr R6 RIRGX 0.72 5.62 4.01 7.75 4.49 7.52
American Funds Capital Income Bldr R5E RIRHX 0.70 5.54 3.97 7.51 --- ---
RiverFront Dynamic Equity Income A RLGAX 1.13 6.37 3.51 12.11 4.98 7.26
RiverFront Dynamic Equity Income C RLGCX 1.07 6.11 3.29 11.32 4.20 6.45
RiverFront Dynamic Equity Income I RLIIX 1.13 6.39 3.51 12.44 5.25 7.52
T. Rowe Price Global Allocation RPGAX 1.72 7.17 4.61 12.08 5.49 ---
CCA Aggressive Return Investor RSKAX 1.54 6.06 3.99 8.78 0.40 ---
CCA Aggressive Return Instl RSKIX 1.45 6.08 4.01 8.91 0.62 ---
CCA Aggressive Return Load RSKLX 1.45 5.95 3.99 8.70 --- ---
Columbia Global Opportunities C RSSCX 1.61 6.03 3.64 6.74 2.73 4.56
SEI Aggressive Strategy D (SAAT) SASDX 1.55 6.65 4.15 11.84 4.39 6.83
Federated Global Allocation Instl SBFIX 1.51 6.02 3.14 8.29 3.00 5.83
SEI Aggressive Strategy I (SAAT) SEAIX 1.60 6.72 4.26 12.35 4.89 7.38
First Eagle Global A SGENX 0.00 5.62 2.49 10.07 5.28 7.64
Sextant Global High Income SGHIX 0.77 6.44 3.38 14.88 2.56 4.98
First Eagle Global I SGIIX 0.05 5.73 2.58 10.38 5.56 7.92
Hartford Schroders Income Builder I SGMNX 1.06 2.38 2.14 6.67 --- ---
Hartford Schroders Income Builder A SGMVX 1.02 2.30 2.06 6.33 --- ---
Hartford Schroders Income Builder SDR SMGRX 1.06 2.40 2.16 6.76 --- ---
Deutsche Multi-Asset Global Allocation S SPGRX 1.69 6.75 4.38 8.39 2.21 4.95
SEI Aggressive Strategy F (SAAT) SSGAX 1.62 6.85 4.36 12.62 5.19 7.63
Deutsche Multi-Asset Global Allocation A SUPAX 1.62 6.61 4.31 8.11 1.94 4.68
Deutsche Multi-Asset Global Allocation C SUPCX 1.57 6.34 4.04 7.24 1.18 3.89
Templeton Global Balanced A TAGBX 1.31 6.59 3.73 12.19 2.25 6.65
Templeton Global Balanced C1 TCINX 1.31 6.52 3.67 11.76 1.85 6.29
TD Target Return Institutional TDTFX 0.84 1.81 0.31 8.76 2.96 ---
TD Target Return Advisor TDTRX 0.83 1.80 0.41 8.73 2.87 ---
Franklin Mutual Quest C TEMQX 0.26 0.86 -0.20 12.19 2.64 7.63
Franklin Mutual Quest A TEQIX 0.39 1.11 0.00 13.06 3.41 8.41
T. Rowe Price Global Allocation I TGAFX 1.72 7.16 4.60 12.36 --- ---
Thornburg Investment Income Builder A TIBAX 0.69 4.24 3.30 10.12 2.99 6.89
Thornburg Investment Income Builder C TIBCX 0.58 4.01 3.07 9.30 2.24 6.12
Thornburg Investment Income Builder R4 TIBGX 0.67 4.22 3.24 9.89 2.77 6.68
Thornburg Investment Income Builder I TIBIX 0.72 4.38 3.36 10.48 3.32 7.23
Thornburg Investment Income Builder R5 TIBMX 0.71 4.34 3.38 10.34 3.20 7.10
Thornburg Investment Income Builder R6 TIBOX --- --- --- --- --- ---
Thornburg Investment Income Builder R3 TIBRX 0.61 4.14 3.22 9.78 2.65 6.55
Templeton Global Balanced A1 TINCX 0.98 6.59 3.39 11.80 2.13 6.62
Catalyst/MAP Global Balanced A TRXAX 1.19 5.21 4.01 6.20 3.60 6.22
Catalyst/MAP Global Balanced C TRXCX 1.19 5.06 3.86 5.45 2.84 5.45
Catalyst/MAP Global Balanced I TRXIX 1.25 5.36 4.07 6.52 --- ---
Touchstone Dynamic Global Allocation A TSMAX 1.47 5.33 3.28 7.79 2.93 6.07
Touchstone Dynamic Global Allocation C TSMCX 1.40 5.07 3.07 6.90 2.13 5.28
Touchstone Dynamic Global Allocation Y TSMYX 1.44 5.35 3.31 8.00 3.16 6.33
Thrivent Partner Worldwide Allocation A TWAAX 2.07 10.58 6.15 12.19 1.85 5.58
Thrivent Partner Worldwide Allocation S TWAIX 1.96 10.65 6.24 12.59 2.23 5.99
Templeton Global Balanced Adv TZINX 0.98 6.61 3.42 12.08 2.39 6.87
USAA Cornerstone Aggressive UCAGX 1.31 6.44 3.77 10.97 3.35 ---
Waddell & Reed Asset Strategy A UNASX 1.32 6.68 4.19 7.09 -2.13 3.25
VALIC Company I Global Strategy VGLSX 0.87 6.65 3.41 12.17 2.14 7.43
Wells Fargo Absolute Return Inst WABIX 0.65 5.61 3.12 7.69 0.92 ---
Wells Fargo Absolute Return A WARAX 0.55 5.42 3.02 7.26 0.54 3.35
Wells Fargo Absolute Return C WARCX 0.56 5.21 2.88 6.47 -0.21 2.59
Wells Fargo Absolute Return Admin WARDX 0.55 5.41 3.02 7.31 0.63 3.49
Wells Fargo Absolute Return R WARHX 0.56 5.36 2.95 7.02 --- ---
Wells Fargo Absolute Return R6 WARRX 0.65 5.61 3.12 7.67 --- ---
Ivy Asset Strategy A WASAX 1.42 6.46 4.49 5.34 -3.20 2.50
Ivy Asset Strategy B WASBX 1.37 6.24 4.32 4.58 -3.92 1.74
Ivy Asset Strategy C WASCX 1.36 6.25 4.34 4.60 -3.89 1.76
Ivy Asset Strategy Y WASYX 1.47 6.54 4.58 5.42 -3.18 2.51
Waddell & Reed Asset Strategy B WBASX 1.27 6.28 3.92 5.85 -3.14 2.22
Waddell & Reed Asset Strategy C WCASX 1.26 6.48 4.14 6.20 -2.90 2.43
Wilmington Multi-Manager Real Asst A WMMRX 1.09 3.43 2.74 1.84 0.00 1.25
Wilmington Multi-Manager Real Asst Instl WMRIX 1.16 3.55 2.86 2.11 0.27 1.51
Westwood Worldwide Income Opp Instl WWIOX 0.51 3.93 1.45 5.10 --- ---
Waddell & Reed Asset Strategy Y WYASX 1.42 6.86 4.38 7.53 -1.80 3.59
Content Partners