World Allocation: Total Returns

Data through 2/16/2018. 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 -2.07 0.42 2.63 11.27 4.59 5.45
Deutsche Real Assets A AAAAX -2.60 -2.20 0.41 8.19 1.35 1.64
Deutsche Real Assets C AAAPX -2.83 -2.32 0.11 7.24 0.58 0.85
Deutsche Real Assets R AAAQX -2.69 -2.18 0.33 8.00 1.11 1.40
Deutsche Real Assets S AAASX -2.63 -2.22 0.42 8.29 1.50 1.77
Deutsche Real Assets R6 AAAVX -2.62 -2.11 0.40 8.43 1.67 ---
Deutsche Real Assets T AAAWX -2.71 -2.20 0.30 --- --- ---
Deutsche Real Assets Institutional AAAZX -2.63 -2.22 0.40 8.42 1.67 1.95
Invesco Balanced-Risk Allc C ABRCX -2.97 -2.12 -0.07 3.86 2.82 3.17
Invesco Balanced-Risk Allc R5 ABRIX -2.80 -2.00 0.21 4.98 3.91 4.24
Invesco Balanced-Risk Allc R ABRRX -2.79 -1.97 0.13 4.54 3.35 3.71
Invesco Balanced-Risk Allc Y ABRYX -2.80 -1.91 0.31 5.08 3.87 4.22
Invesco Balanced-Risk Allc A ABRZX -2.84 -2.03 0.13 4.76 3.59 3.96
Voya Global Multi-Asset C ACLGX -1.69 1.08 3.73 13.90 5.62 6.09
AllianzGI Global Allocation Admin AGAMX -2.21 0.50 2.73 13.05 5.39 5.62
AllianzGI Global Allocation P AGAPX -2.20 0.52 2.74 13.25 5.61 5.87
AllianzGI Global Allocation R AGARX -2.29 0.44 2.64 12.69 5.14 5.41
AllianzGI Global Allocation R6 AGASX -2.23 0.53 2.80 13.29 --- ---
Voya Global Multi-Asset I ALEGX -1.52 1.24 4.09 15.07 6.68 7.14
Invesco Balanced-Risk Allc R6 ALLFX -2.88 -2.00 0.21 5.07 3.98 4.33
Appleseed Institutional APPIX -2.19 0.14 3.62 10.75 4.64 5.34
Appleseed Investor APPLX -2.20 0.07 3.59 10.59 4.43 5.11
Aristotle/Saul Global Opportunities I ARSOX -3.48 0.08 2.86 9.78 7.87 6.30
Voya Global Multi-Asset A ATLAX -1.54 1.25 3.98 14.82 6.44 6.90
AllianzGI Global Fundamental Strat A AZDAX -1.74 -1.17 -0.67 6.57 3.33 ---
AllianzGI Global Fundamental Strat C AZDCX -1.81 -1.30 -0.81 5.80 2.55 ---
AllianzGI Global Fundamental Strat Instl AZDIX -1.73 -1.16 -0.61 6.83 3.57 ---
AllianzGI Global Fundamental Strat P AZDPX -1.73 -1.10 -0.58 6.76 3.47 ---
Pioneer Solutions Balanced R BALRX -1.53 0.25 2.11 9.40 --- ---
Northern Global Tactical Asset Allc BBALX -1.86 0.23 3.07 10.82 6.18 6.24
BlackRock Dynamic High Income Inv A BDHAX -2.33 -0.21 1.98 10.03 5.69 ---
BlackRock Dynamic High Income Inv C BDHCX -2.40 -0.31 1.78 9.21 4.89 ---
BlackRock Dynamic High Income Instl BDHIX -2.38 -0.15 2.07 10.22 5.93 ---
BlackRock Dynamic High Income K BDHKX -2.31 -0.17 2.06 10.36 --- ---
UBS Global Allocation A BNGLX -1.92 0.74 2.24 13.44 4.70 5.93
UBS Global Allocation C BNPCX -1.97 0.67 2.08 12.59 3.90 5.13
UBS Global Allocation P BPGLX -1.88 0.72 2.29 13.72 4.96 6.20
American Funds Capital Income Bldr A CAIBX -2.14 -0.41 1.99 10.66 4.91 7.11
American Funds Capital Income Bldr F2 CAIFX -2.13 -0.38 2.04 10.85 5.11 7.32
Canterbury Portfolio Thermostat I CAPTX -0.69 2.48 4.23 11.19 --- ---
American Funds Global Balanced 529A CBFAX -1.02 1.60 3.87 12.64 5.28 7.14
American Funds Global Balanced 529C CBFCX -1.11 1.48 3.65 11.75 4.43 6.29
American Funds Global Balanced 529E CBFEX -1.08 1.54 3.81 12.39 5.02 6.88
American Funds Global Balanced 529F1 CBFFX -1.02 1.63 3.92 12.87 5.49 7.36
Chiron Capital Allocation I CCAPX 0.16 3.48 4.84 14.32 --- ---
Columbia Diversified Real Return A CDRAX -0.15 0.27 1.78 2.33 2.52 ---
Columbia Diversified Real Return C CDRCX -0.21 0.21 1.59 1.56 1.76 ---
Columbia Diversified Real Return Inst2 CDRFX -0.13 0.40 1.95 2.65 2.78 ---
Columbia Diversified Real Return Adv CDRRX -0.13 0.29 1.85 2.58 2.78 ---
Columbia Diversified Real Return Inst3 CDRYX -0.12 0.40 1.96 --- --- ---
Columbia Diversified Real Return Inst CDRZX -0.13 0.40 1.85 2.69 2.82 ---
Columbia Diversified Real Return T CDTWX -0.04 0.38 1.89 2.44 2.57 ---
Centerstone Investors C CENNX -1.44 1.04 4.81 10.97 --- ---
Centerstone Investors I CENTX -1.43 1.03 5.02 12.06 --- ---
Centerstone Investors A CETAX -1.35 1.12 5.07 11.83 --- ---
American Funds Capital Income Bldr F3 CFIHX -2.13 -0.38 2.05 10.96 --- ---
Calamos Global Growth & Income I CGCIX -1.47 3.18 4.82 19.43 7.29 7.30
Columbia Global Opportunities T CGOPX -0.64 2.12 4.65 16.74 7.23 ---
Columbia Global Opportunities Inst3 CGOYX -0.63 2.25 4.75 --- --- ---
American Funds Capital Income Bldr C CIBCX -2.22 -0.51 1.78 9.78 4.08 6.26
American Funds Capital Income Bldr F1 CIBFX -2.14 -0.41 1.97 10.56 4.84 7.04
American Funds Capital Income Bldr 529A CIRAX -2.16 -0.41 1.96 10.57 4.83 7.02
American Funds Capital Income Bldr 529C CIRCX -2.22 -0.52 1.77 9.72 4.02 6.19
American Funds Capital Income Bldr 529E CIREX -2.17 -0.45 1.91 10.31 4.58 6.77
American Funds Capital Income Bldr 529F CIRFX -2.14 -0.40 2.01 10.81 5.06 7.25
Columbia Global Opportunities Inst2 CLNRX -0.63 2.16 4.73 17.11 7.65 6.91
Columbia Global Opportunities R CSARX -0.64 2.14 4.60 16.46 7.00 6.24
Columbia Global Opportunities Inst CSAZX -0.63 2.18 4.76 17.03 7.58 6.80
Columbia Global Opportunities Adv CSDRX -0.56 2.24 4.74 17.07 7.58 6.77
Calamos Global Growth & Income C CVLCX -1.59 2.97 4.49 18.06 6.22 6.23
Calamos Global Growth & Income A CVLOX -1.41 3.17 4.85 19.16 7.04 7.04
Calamos Global Growth & Income R CVLRX -1.54 3.01 4.61 18.67 6.73 6.75
Calamos Global Growth & Income T CVLTX --- --- --- --- --- ---
Natixis ASG Dynamic Allocation A DAAFX -2.96 0.27 3.01 15.83 --- ---
Natixis ASG Dynamic Allocation C DACFX -3.00 0.18 2.86 14.97 --- ---
Natixis ASG Dynamic Allocation Y DAYFX -2.87 0.36 3.09 16.10 --- ---
Dreyfus Global Multi-Asset Income A DRAAX -1.63 0.40 --- --- --- ---
Dreyfus Global Multi-Asset Income C DRACX -1.63 0.40 --- --- --- ---
Destinations Real Assets I DRAFX -10.01 -9.83 -6.97 --- --- ---
Dreyfus Global Multi-Asset Income I DRAIX -1.63 0.47 --- --- --- ---
Dreyfus Global Multi-Asset Income Y DRAYX -1.63 0.47 --- --- --- ---
Destra Wolverine Dynamic Asset A DWAAX -1.63 2.41 4.57 13.54 --- ---
Destra Wolverine Dynamic Asset C DWACX -1.73 2.34 4.33 12.69 --- ---
Arrow DWA Balanced A DWAFX -2.75 1.47 3.77 10.28 2.96 5.00
Destra Wolverine Dynamic Asset I DWAIX -1.71 2.41 4.54 13.83 --- ---
Arrow DWA Balanced Institutional DWANX -2.79 1.45 3.80 10.49 3.21 5.25
Arrow DWA Balanced C DWATX -2.86 1.41 3.61 9.46 2.19 4.22
Wells Fargo Asset Allocation A EAAFX -1.68 0.90 2.34 11.82 3.75 4.71
Wells Fargo Asset Allocation Inst EAAIX -1.68 0.90 2.45 12.23 4.13 5.14
Eaton Vance Multi-Strategy All Mkt A EAAMX -2.00 -0.28 1.41 8.49 4.94 4.04
Wells Fargo Asset Allocation C EACFX -1.80 0.78 2.11 10.92 2.96 3.92
First Eagle Global R4 EAGRX --- --- --- --- --- ---
Wells Fargo Asset Allocation Admin EAIFX -1.73 0.89 2.41 11.94 3.91 4.91
Wells Fargo Asset Allocation R EAXFX -1.70 0.84 2.28 11.53 3.52 4.48
Eaton Vance Multi-Strategy All Mkt C ECAMX -2.09 -0.37 1.23 7.61 4.17 3.29
Eaton Vance Global Income Builder A EDIAX -1.85 0.72 3.12 12.39 6.66 8.60
Eaton Vance Global Income Builder C EDICX -1.93 0.56 2.97 11.43 5.86 7.80
Eaton Vance Global Income Builder I EDIIX -1.93 0.64 3.08 12.46 6.94 8.87
Eaton Vance Global Income Builder R EDIRX -1.87 0.59 2.95 12.01 6.39 8.33
Eaton Vance Multi-Strategy All Mkt I EIAMX -2.00 -0.19 1.48 8.68 5.21 4.31
Templeton Global Balanced C FCGBX -2.45 0.95 2.80 7.99 3.62 4.70
First Eagle Global Income Builder A FEBAX -2.11 0.09 1.60 9.30 5.67 6.22
First Eagle Global Income Builder C FEBCX -2.38 -0.20 1.30 8.40 4.82 5.38
First Eagle Global Income Builder I FEBIX -2.10 0.12 1.67 9.60 5.93 6.48
First Eagle Global Income Builder R6 FEBRX -2.17 0.05 1.69 --- --- ---
First Eagle Global R6 FEGRX -2.82 0.42 2.51 --- --- ---
First Eagle Global C FESGX -2.92 0.28 2.23 8.12 5.84 6.90
Fidelity® Global Balanced FGBLX -0.23 3.15 4.93 19.16 6.83 6.85
Fidelity Advisor® Global Balanced A FGLAX -0.23 3.11 4.89 18.84 6.53 6.55
Fidelity Advisor® Global Balanced C FGLCX -0.36 3.01 4.66 17.84 5.66 5.68
Fidelity Advisor® Global Balanced I FGLIX -0.23 3.16 4.97 19.19 6.84 6.85
Fidelity Advisor® Global Balanced M FGLTX -0.32 3.06 4.81 18.50 6.22 6.25
Meeder Global Allocation Retail FLFGX -1.67 2.25 4.58 18.64 5.35 8.05
Franklin Mutual Quest R6 FMQRX -1.90 0.76 3.84 6.17 5.23 ---
Franklin Mutual Quest R FMQSX -1.95 0.65 3.62 5.61 4.63 7.50
Federated Global Allocation B FSBBX -1.87 1.17 3.47 13.29 3.40 5.97
Federated Global Allocation C FSBCX -1.88 1.17 3.50 13.35 3.47 6.02
Federated Global Allocation R FSBKX -1.84 1.25 3.60 13.75 3.81 6.38
Federated Global Allocation R6 FSBLX -1.78 1.34 3.82 14.59 --- ---
Federated Global Allocation A FSTBX -1.83 1.24 3.69 14.20 4.25 6.82
JPMorgan Global Allocation A GAOAX -0.99 2.36 4.47 15.23 6.69 7.93
JPMorgan Global Allocation C GAOCX -1.05 2.28 4.32 14.63 6.14 7.38
JPMorgan Global Allocation R2 GAONX -1.04 2.32 4.39 14.89 6.43 7.65
JPMorgan Global Allocation I GAOSX -0.98 2.41 4.55 15.51 6.97 8.20
JPMorgan Global Allocation R6 GAOZX -0.93 2.41 4.60 --- --- ---
GMO Global Asset Allocation Series R6 GATRX -1.71 0.93 2.47 12.45 4.38 5.46
KL Allocation Advisor GAVAX -3.21 0.40 3.41 11.58 6.36 8.24
KL Allocation Institutional GAVIX -3.30 0.40 3.43 11.80 6.60 8.50
GMO Strategic Opportunities Allc III GBATX -1.86 1.42 3.43 15.90 5.80 7.81
GMO Benchmark-Free III GBFFX -0.76 1.84 4.07 14.12 5.54 5.28
GMO Benchmark-Free Allocation Ser PS GBFPX --- --- --- --- --- ---
American Funds Global Balanced A GBLAX -1.05 1.60 3.87 12.71 5.34 7.21
American Funds Global Balanced C GBLCX -1.11 1.48 3.65 11.81 4.50 6.36
American Funds Global Balanced F1 GBLEX -1.05 1.57 3.86 12.64 5.28 7.16
American Funds Global Balanced F2 GBLFX -1.02 1.60 3.93 12.95 5.56 7.44
GMO Benchmark-Free Allocation IV GBMBX -0.61 1.60 3.25 10.70 3.26 4.52
GMO Benchmark-Free Allocation III GBMFX -0.64 1.57 3.22 10.59 3.20 4.47
GMO Benchmark-Free Allocation Ser R6 GBMRX -0.65 1.51 3.18 10.34 3.09 4.32
Meeder Global Allocation Adviser GBPAX -1.58 2.34 4.78 19.24 --- ---
Meeder Global Allocation Institutional GBPIX -1.58 2.34 4.90 19.34 --- ---
Lazard Global Dynamic Multi Asset Inst GDMIX -1.94 1.22 4.39 17.01 --- ---
Lazard Global Dynamic Multi Asset Open GDMOX -1.94 1.22 4.34 16.66 --- ---
American Funds Global Balanced F3 GFBLX -1.02 1.63 3.95 13.05 --- ---
Goldman Sachs Growth Strategy A GGSAX -1.65 1.77 4.38 17.29 8.43 8.77
Goldman Sachs Growth Strategy C GGSCX -1.71 1.71 4.14 16.39 7.61 7.96
Goldman Sachs Growth Strategy Instl GGSIX -1.59 1.83 4.46 17.77 8.86 9.20
Goldman Sachs Growth Strategy R GGSRX -1.69 1.75 4.29 16.97 8.17 8.49
Goldman Sachs Growth Strategy Svc GGSSX -1.65 1.78 4.35 17.15 8.31 8.67
Goldman Sachs Growth Strategy Inv GGSTX -1.61 1.80 4.42 17.60 8.72 9.05
Goldman Sachs Growth Strategy R6 GGSUX -1.59 1.83 4.44 17.75 --- ---
GMO Implementation GIMFX -0.77 1.66 3.49 11.36 3.14 5.72
Leuthold Global Inst GLBIX -2.21 0.93 2.53 11.99 5.39 6.55
Leuthold Global Retail GLBLX -2.13 0.94 2.51 11.76 5.17 6.35
GMO Risk Premium VI GMOKX -5.16 -3.75 -2.57 5.66 7.92 6.44
GMO Risk Premium III GMRPX -5.18 -3.81 -2.63 5.53 7.84 6.33
GMO Global Asset Allocation III GMWAX -1.65 1.00 2.57 12.73 4.55 5.66
GuidePath® Multi-Asset Income Allc Svc GPMIX -2.09 -1.19 0.57 5.94 3.40 4.11
AIG Global Trends A GTFAX -3.40 -1.24 -0.06 6.76 1.84 1.86
AIG Global Trends C GTFCX -3.40 -1.29 -0.22 6.04 1.21 1.20
AIG Global Trends W GTFWX -3.35 -1.22 0.01 6.99 2.07 2.08
Goldman Sachs Satellite Strategies A GXSAX -1.98 -0.47 1.30 9.86 4.25 3.31
Goldman Sachs Satellite Strategies C GXSCX -2.11 -0.60 1.10 8.97 3.44 2.52
Goldman Sachs Satellite Strategies Instl GXSIX -1.99 -0.47 1.40 10.20 4.65 3.70
Goldman Sachs Satellite Strategies R GXSRX -1.99 -0.48 1.23 9.66 3.98 3.05
Goldman Sachs Satellite Strategies Svc GXSSX -1.99 -0.47 1.27 9.63 4.14 3.21
Goldman Sachs Satellite Strategies Inv GXSTX -1.99 -0.47 1.36 10.04 4.49 3.56
Goldman Sachs Satellite Strategies R6 GXSUX -1.98 -0.36 1.41 10.35 --- ---
HCM Income Plus A HCMEX -1.39 0.47 1.45 6.84 --- ---
HCM Income Plus Investor HCMKX -1.49 0.38 1.26 5.94 --- ---
Highland Global Allocation A HCOAX 1.51 4.29 8.40 -0.01 -0.08 7.14
Highland Global Allocation C HCOCX 1.33 4.09 8.28 -0.80 -0.84 6.33
Highland Global Allocation Y HCOYX 1.45 4.27 8.51 0.21 0.16 7.38
Janus Henderson Dividend & Inc Builder A HDAVX -3.18 0.00 2.62 14.05 6.35 7.94
Janus Henderson Dividend & Inc Builder C HDCVX -3.22 -0.07 2.45 13.18 5.55 7.14
Janus Henderson Dividend & Inc Builder D HDDVX -3.11 0.07 2.66 --- --- ---
Janus Henderson Dividend & Inc Builder I HDIVX -3.11 0.07 2.65 14.33 6.60 8.19
Janus Henderson Dividend & Inc Builder S HDQVX -3.18 0.00 2.61 --- --- ---
Janus Henderson Dividend & Inc Builder N HDRVX -3.12 0.07 2.67 14.22 --- ---
Janus Henderson Dividend & Inc Builder T HDTVX -3.18 0.07 2.66 --- --- ---
Janus Henderson All Asset A HGAAX -1.77 0.19 1.94 8.71 3.63 4.26
Janus Henderson All Asset C HGACX -1.80 0.10 1.82 7.92 2.85 3.47
Janus Henderson All Asset D HGADX -1.69 0.29 2.06 --- --- ---
Janus Henderson All Asset I HGAIX -1.69 0.29 2.07 9.07 3.93 4.53
Janus Henderson All Asset S HGAQX -1.78 0.19 1.94 --- --- ---
Janus Henderson All Asset N HGARX -1.69 0.29 2.10 9.12 --- ---
Janus Henderson All Asset T HGATX -1.69 0.19 2.08 --- --- ---
Hartford Global All-Asset A HLAAX -1.55 0.56 2.01 13.20 6.46 6.36
Hartford Global All-Asset C HLACX -1.57 0.47 1.91 12.37 5.69 5.58
Hartford Global All-Asset F HLAFX -1.46 0.56 2.10 --- --- ---
Hartford Global All-Asset I HLAIX -1.46 0.56 2.12 13.47 6.73 6.64
Hartford Global All-Asset R3 HLARX -1.55 0.47 1.90 12.80 6.18 6.09
Hartford Global All-Asset R4 HLASX -1.53 0.55 2.03 13.18 6.51 6.43
Hartford Global All-Asset R5 HLATX -1.47 0.56 2.08 13.51 6.60 6.58
Hartford Global All-Asset Y HLAYX -1.45 0.56 2.17 13.61 6.84 6.74
Hartford Global Real Asset A HRLAX -3.70 -0.85 3.54 5.81 1.63 -1.97
Hartford Global Real Asset C HRLCX -3.77 -0.97 3.44 5.06 0.88 -2.69
Hartford Global Real Asset F HRLFX -3.71 -0.85 3.67 --- --- ---
Hartford Global Real Asset I HRLIX -3.71 -0.85 3.62 6.12 1.86 -1.71
Hartford Global Real Asset R3 HRLRX -3.67 -0.84 3.55 5.58 1.37 -2.20
Hartford Global Real Asset R4 HRLSX -3.70 -0.85 3.58 5.84 1.64 -1.95
Hartford Global Real Asset R5 HRLTX -3.70 -0.85 3.62 6.12 1.94 -1.69
Hartford Global Real Asset Y HRLYX -3.60 -0.74 3.74 6.24 2.00 -1.60
Voya Global Multi-Asset W IAFWX -1.52 1.24 4.06 15.06 6.72 7.15
Voya Global Perspectives A IAPVX -1.43 0.43 2.63 11.29 4.96 ---
Ivy Asset Strategy E IASEX -1.08 3.22 6.02 18.05 1.12 3.51
Ivy Asset Strategy R IASRX -1.14 3.14 5.88 17.50 0.72 3.13
Ivy Asset Strategy N IASTX -1.03 3.26 6.10 18.42 1.47 ---
Dynamic International Opportunity I ICCIX -0.98 2.62 7.00 18.51 7.89 5.14
Dynamic International Opportunity N ICCNX -1.06 2.54 6.92 18.21 7.63 4.86
Voya Global Perspectives C ICPVX -1.53 0.35 2.47 10.53 4.20 ---
Columbia Global Opportunities K IDRYX -0.64 2.18 4.68 16.85 7.40 6.65
Voya Global Multi-Asset O IDSIX -1.63 1.18 4.01 14.72 6.40 6.87
AIG Income Explorer A IEAAX -1.77 -0.17 3.17 9.97 6.42 ---
AIG Income Explorer C IEACX -1.78 -0.24 3.08 9.29 5.73 ---
AIG Income Explorer W IEAWX -1.75 -0.14 3.22 10.20 6.63 ---
Voya Global Target Payment A IGPAX -1.66 -0.15 1.71 9.10 4.46 5.47
Voya Global Target Payment C IGPCX -1.76 -0.19 1.51 8.31 3.69 4.69
Voya Global Target Payment I IGPIX -1.64 -0.01 1.90 9.44 4.78 5.78
Voya Global Target Payment R IGPRX -1.68 -0.17 1.76 8.92 4.25 5.23
Voya Global Target Payment W IGPWX -1.64 -0.01 1.79 9.46 4.74 5.76
Ivy Global Income Allocation E IIBEX -2.15 -0.71 1.41 9.19 4.17 5.04
Ivy Global Income Allocation I IIBIX -2.13 -0.70 1.49 9.58 4.59 5.47
Voya Global Perspectives I IIPVX -1.43 0.51 2.72 11.56 5.23 ---
Ivy Global Income Allocation N ILIAX -2.07 -0.63 1.53 9.75 4.77 ---
Pioneer Solutions Balanced Y IMOYX -1.51 0.32 2.24 9.96 3.94 5.90
Columbia Global Opportunities A IMRFX -0.57 2.19 4.71 16.83 7.31 6.54
Forester Discovery INTLX -3.78 -0.63 0.86 9.09 1.96 2.89
Voya Global Perspectives Port A IPARX -1.63 0.26 2.59 10.90 4.74 ---
Voya Global Perspectives Port I IPIRX -1.61 0.35 2.66 11.19 5.12 ---
Voya Global Perspectives Port S IPSRX -1.62 0.26 2.58 10.91 4.79 ---
Voya Global Perspectives R IRPVX -1.44 0.43 2.59 11.07 4.74 ---
Ivy Asset Strategy I IVAEX -1.07 3.19 6.04 18.21 1.32 3.74
Ivy Global Income Allocation A IVBAX -2.15 -0.71 1.43 9.25 4.22 5.09
Ivy Global Income Allocation B IVBBX -2.26 -0.85 1.16 8.30 3.30 4.16
Ivy Global Income Allocation C IVBCX -2.18 -0.78 1.28 8.55 3.59 4.43
Ivy Global Income Allocation Y IVBYX -2.14 -0.70 1.43 9.37 4.36 5.23
IVA Worldwide A IVWAX -1.19 1.17 3.03 11.05 5.47 6.57
IVA Worldwide C IVWCX -1.22 1.08 2.86 10.22 4.70 5.78
IVA Worldwide I IVWIX -1.14 1.22 3.11 11.34 5.75 6.85
Voya Global Perspectives W IWPVX -1.43 0.51 2.71 11.63 5.25 ---
Ivy Global Income Allocation R IYGBX -2.15 -0.71 1.35 8.97 3.97 4.85
Janus Henderson Adaptive Global Allc A JAGAX -2.92 0.28 2.95 13.24 --- ---
Janus Henderson Adaptive Global Allc D JAGDX -3.01 0.28 2.89 13.39 --- ---
Janus Henderson Adaptive Global Allc N JAGNX -2.92 0.28 3.00 13.49 --- ---
Janus Henderson Adaptive Global Allc S JAGSX -3.01 0.28 2.91 13.11 --- ---
Janus Henderson Adaptive Global Allc C JAVCX -3.02 0.19 2.64 12.32 --- ---
Janus Henderson Global Allc Cnsrv A JCAAX -0.77 1.10 2.75 10.73 3.83 4.97
Janus Henderson Global Allc Cnsrv C JCACX -0.87 1.05 2.55 9.97 3.36 4.38
Janus Henderson Global Allc Cnsrv I JCAIX -0.77 1.18 2.81 11.02 4.10 5.24
Janus Henderson Global Allc Cnsrv S JCASX -0.86 1.03 2.62 10.45 3.65 4.80
Janus Henderson Global Allocation Gr A JGCAX -1.50 1.40 3.78 15.58 6.22 7.61
Janus Henderson Global Allocation Gr C JGCCX -1.59 1.36 3.65 14.89 5.65 6.94
Janus Henderson Global Allocation Gr I JGCIX -1.49 1.46 3.91 15.87 6.48 7.88
Janus Henderson Global Allocation Gr S JGCSX -1.51 1.41 3.79 15.40 6.03 7.45
JPMorgan Global Allocation T JGCTX -1.04 2.37 4.42 --- --- ---
Janus Henderson VIT Glbl Allc Mod Instl JMAPX -1.14 1.40 3.40 13.68 5.42 6.42
Janus Henderson Global Allocation Mod A JMOAX -1.04 1.37 3.44 13.23 5.10 6.31
Janus Henderson Global Allocation Mod C JMOCX -1.13 1.31 3.25 12.48 4.48 5.62
Janus Henderson Global Allocation Mod I JMOIX -1.04 1.44 3.54 13.54 5.34 6.55
Janus Henderson Global Allocation Mod S JMOSX -1.12 1.38 3.36 13.05 4.90 6.12
Janus Henderson Global Allc Cnsrv D JMSCX -0.85 1.10 2.75 10.86 4.03 5.17
Janus Henderson Global Allocation Gr D JNSGX -1.49 1.46 3.87 15.75 6.39 7.79
Janus Henderson Global Allocation Mod D JNSMX -1.04 1.44 3.47 13.46 5.28 6.49
JOHCM Global Income Builder Instl JOBIX -1.90 0.46 --- --- --- ---
JOHCM Global Income Builder I JOFIX -1.91 0.45 --- --- --- ---
Janus Henderson Global Allc Cnsrv T JSPCX -0.77 1.10 2.75 10.79 3.98 5.14
Janus Henderson Global Allocation Gr T JSPGX -1.56 1.40 3.82 15.71 6.34 7.74
Janus Henderson Global Allocation Mod T JSPMX -1.11 1.37 3.41 13.33 5.23 6.43
Janus Henderson Adaptive Global Allc I JVGIX -3.01 0.28 2.95 13.44 --- ---
Janus Henderson Adaptive Global Allc T JVGTX -3.01 0.28 2.88 13.27 --- ---
Deutsche Global Income Builder A KTRAX -2.75 -0.21 2.33 12.23 5.74 6.40
Deutsche Global Income Builder C KTRCX -2.75 -0.31 2.23 11.34 4.90 5.57
Deutsche Global Income Builder Instl KTRIX -2.65 -0.10 2.50 12.51 6.00 6.65
Deutsche Global Income Builder S KTRSX -2.64 -0.10 2.49 12.58 5.99 6.64
Deutsche Global Income Builder R6 KTRZX -2.65 -0.10 2.53 12.70 6.00 ---
Lord Abbett Multi-Asset Global Opp B LAGBX -2.41 0.48 2.47 8.57 3.13 4.24
Lord Abbett Multi-Asset Global Opp C LAGCX -2.33 0.48 2.46 8.59 3.14 4.24
Lord Abbett Multi-Asset Global Opp A LAGEX -2.26 0.60 2.64 9.43 3.90 5.03
Lord Abbett Multi-Asset Global Opp F LAGFX -2.25 0.69 2.76 9.59 4.08 5.20
Lord Abbett Multi-Asset Global Opp R2 LAGQX -2.37 0.51 2.58 9.08 3.51 4.66
Lord Abbett Multi-Asset Global Opp R3 LARRX -2.24 0.60 2.65 9.30 3.68 4.81
Lord Abbett Multi-Asset Global Opp R4 LARSX -2.26 0.60 2.65 9.45 --- ---
Lord Abbett Multi-Asset Global Opp R5 LARTX -2.24 0.68 2.76 9.72 --- ---
Lord Abbett Multi-Asset Global Opp R6 LARVX -2.24 0.68 2.77 9.86 --- ---
Lord Abbett Multi-Asset Global Opp I LGEYX -2.24 0.68 2.77 9.73 4.16 5.29
Loomis Sayles Global Allocation A LGMAX -0.35 2.62 4.57 19.38 9.23 8.98
Loomis Sayles Global Allocation C LGMCX -0.44 2.51 4.34 18.46 8.41 8.15
Loomis Sayles Global Allocation N LGMNX -0.35 2.66 4.64 19.66 --- ---
Lord Abbett Multi-Asset Global Opp F3 LOGEX -2.24 0.68 2.77 --- --- ---
Loomis Sayles Global Allocation Y LSWWX -0.35 2.61 4.62 19.65 9.50 9.25
BlackRock Global Allocation Instl MALOX -1.52 1.26 3.15 11.09 5.07 6.20
Morgan Stanley Inst Global Strat A MBAAX -1.50 1.19 3.47 14.09 4.53 6.23
BlackRock Global Allocation Inv C MCLOX -1.59 1.18 2.90 10.00 4.02 5.14
MainStay Income Builder C MCTRX -3.34 -2.21 -0.79 6.33 3.04 6.25
BlackRock Global Allocation Inv A MDLOX -1.53 1.22 3.08 10.80 4.79 5.91
MFS® Global Total Return B MFWBX -1.27 0.97 3.15 11.98 5.11 6.26
MFS® Global Total Return C MFWCX -1.28 0.93 3.15 11.94 5.10 6.26
MFS® Global Total Return R1 MFWGX -1.29 0.93 3.15 11.92 5.10 6.26
MFS® Global Total Return R3 MFWHX -1.24 1.05 3.33 12.76 5.93 7.07
MFS® Global Total Return I MFWIX -1.20 1.06 3.43 13.07 6.15 7.33
MFS® Global Total Return R4 MFWJX -1.18 1.04 3.39 13.04 6.16 7.33
MFS® Global Total Return R6 MFWLX -1.14 1.11 3.46 13.17 6.27 7.44
MFS® Global Total Return A MFWTX -1.24 1.05 3.33 12.79 5.89 7.06
MFS® Global Total Return R2 MGBRX -1.25 1.00 3.27 12.48 5.62 6.80
MassMutual Select BlackRock Glbl Allc A MGJAX -1.57 1.26 3.09 10.64 4.55 5.62
MassMutual Select BlackRock Glbl Allc R4 MGJFX -1.59 1.27 3.11 10.72 4.62 ---
MassMutual Select BlackRock Glbl Allc I MGJIX -1.48 1.34 3.25 11.26 5.14 ---
MassMutual Select BlackRock Glbl Allc R3 MGJRX -1.50 1.27 3.09 10.51 4.41 ---
Morgan Stanley Inst Global Strat IS MGPOX -1.49 1.24 3.58 14.46 --- ---
MassMutual Select BlackRock Glb Allc Adm MGSLX -1.60 1.22 3.11 10.89 4.79 5.87
MassMutual Select BlackRock Glb Allc R5 MGSSX -1.55 1.33 3.19 11.10 4.99 6.08
MassMutual Select BlackRock Glb Allc Svc MGSYX -1.48 1.34 3.23 11.05 4.92 6.01
BlackRock Global Allocation K MKLOX -1.47 1.31 3.20 11.24 --- ---
MainStay Income Builder B MKTRX -3.38 -2.26 -0.84 6.32 3.03 6.24
Morgan Stanley Inst Global Strat Instl MPBAX -1.43 1.24 3.61 14.50 4.88 6.58
Franklin Mutual Quest Z MQIFX -1.90 0.76 3.82 6.15 5.16 8.04
BlackRock Global Allocation R MRLOX -1.56 1.23 3.01 10.45 4.47 5.57
Morgan Stanley Inst Global Strat L MSDLX -1.57 1.14 3.34 13.49 3.98 5.69
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX -1.51 0.00 1.54 9.95 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX -1.51 -0.10 1.46 9.60 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX -1.52 -0.10 1.27 8.73 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX -1.42 0.00 1.56 10.00 --- ---
Morgan Stanley Inst Global Strat C MSSOX -1.52 1.14 3.28 13.19 --- ---
MainStay Income Builder Inv MTINX -3.29 -2.16 -0.65 7.10 3.81 7.04
MainStay Income Builder I MTOIX -3.23 -2.06 -0.55 7.56 4.23 7.51
MainStay Income Builder A MTRAX -3.28 -2.15 -0.62 7.25 3.97 7.23
MainStay Income Builder R2 MTXRX -3.24 -2.11 -0.59 7.15 --- ---
MainStay Income Builder R3 MTXVX -3.26 -2.13 -0.66 6.94 --- ---
Neuberger Berman Global Allocation A NGLAX -1.67 0.85 3.24 14.16 4.84 5.38
Neuberger Berman Global Allocation C NGLCX -1.71 0.79 3.00 13.32 4.07 4.60
Neuberger Berman Global Allocation Instl NGLIX -1.57 0.93 3.29 14.63 5.23 5.76
Nuveen Real Asset Income A NRIAX -2.86 -2.65 -1.40 5.59 4.22 6.57
Nuveen Real Asset Income C NRICX -2.92 -2.75 -1.59 4.77 3.43 5.78
Nuveen Real Asset Income R6 NRIFX -2.92 -2.92 -1.38 5.92 --- ---
Nuveen Real Asset Income I NRIIX -2.83 -2.62 -1.33 5.85 4.48 6.83
Old Westbury Strategic Opportunities OWSOX -1.75 0.51 2.42 10.57 4.77 5.65
T. Rowe Price Global Allocation Advisor PAFGX -1.47 0.87 2.43 13.17 6.79 ---
AllianzGI Global Allocation A PALAX -2.27 0.43 2.64 12.88 5.31 5.59
AllianzGI Global Allocation C PALCX -2.31 0.34 2.47 12.12 4.53 4.81
AllianzGI Global Allocation Instl PALLX -2.19 0.52 2.73 13.06 5.51 5.82
Preserver Alternative Opportunits Instl PAOIX -1.69 0.96 3.55 9.05 --- ---
Preserver Alternative Opportunits Retl PAORX -1.78 0.87 3.41 8.74 --- ---
PineBridge Dynamic Asset Allc Instl PDAIX -1.03 2.04 5.26 13.94 --- ---
Principal Diversified Real Asset R6 PDARX -2.19 -0.43 1.93 5.84 0.14 ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX -0.95 2.13 5.30 13.98 --- ---
Principal Diversified Real Asset Instl PDRDX -2.11 -0.34 2.05 5.87 0.16 1.43
PIMCO Global Multi-Asset Instl PGAIX -2.36 0.39 2.28 11.58 5.37 3.37
PIMCO Global Multi-Asset P PGAPX -2.37 0.39 2.26 11.50 5.26 3.28
Principal Diversified Real Asset R3 PGDRX -2.20 -0.43 1.82 5.19 --- ---
Principal Diversified Real Asset R4 PGDSX -2.19 -0.43 1.91 5.46 --- ---
Principal Diversified Real Asset R5 PGDTX -2.19 -0.34 1.95 5.68 --- ---
PIMCO Global Multi-Asset A PGMAX -2.38 0.40 2.18 11.14 4.81 2.81
PIMCO Global Multi-Asset C PGMCX -2.53 0.24 1.95 10.22 4.01 2.03
PIMCO Global Multi-Asset D PGMDX -2.46 0.32 2.10 11.04 4.81 2.80
PIMCO Global Multi-Asset R PGMRX -2.41 0.40 2.13 10.90 4.56 2.55
Pioneer Solutions Balanced A PIALX -1.52 0.33 2.23 9.68 3.72 5.65
Pioneer Solutions Balanced C PIDCX -1.66 0.18 1.96 8.86 2.95 4.89
PIMCO Dividend and Income C PQICX -2.37 1.01 4.82 13.10 3.09 5.12
PIMCO Dividend and Income D PQIDX -2.28 1.09 5.02 13.94 3.87 5.91
PIMCO Dividend and Income Institutional PQIIX -2.20 1.18 5.12 14.42 4.25 6.30
PIMCO Dividend and Income P PQIPX -2.19 1.18 5.08 14.30 4.20 6.22
PIMCO Dividend and Income A PQIZX -2.28 1.10 5.02 13.97 3.86 5.91
Principal Diversified Real Asset A PRDAX -2.28 -0.43 1.86 5.41 -0.26 1.01
Principal Diversified Real Asset C PRDCX -2.23 -0.52 1.71 4.67 -0.99 0.28
Oppenheimer Global Allocation B QGRBX -1.95 0.85 2.36 10.68 5.22 5.81
Oppenheimer Global Allocation C QGRCX -1.90 0.90 2.41 10.80 5.28 5.87
Oppenheimer Global Allocation I QGRIX -1.77 1.06 2.71 12.08 6.53 7.14
Oppenheimer Global Allocation R QGRNX -1.86 0.98 2.51 11.32 5.80 6.40
Oppenheimer Global Allocation Y QGRYX -1.82 1.01 2.63 11.85 6.32 6.94
Oppenheimer Global Multi-Asset Growth A QMGAX -2.48 1.81 4.29 14.92 --- ---
Oppenheimer Global Multi-Asset Growth C QMGCX -2.58 1.74 4.06 14.02 --- ---
Oppenheimer Global Multi-Asset Growth I QMGIX -2.40 1.90 4.34 15.27 --- ---
Oppenheimer Global Multi-Asset Growth R QMGRX -2.49 1.82 4.18 14.62 --- ---
Oppenheimer Global Multi-Asset Growth Y QMGYX -2.48 1.81 4.31 15.13 --- ---
Oppenheimer Global Allocation A QVGIX -1.87 0.96 2.58 11.60 6.06 6.66
Lazard Real Assets & Pricing Opps Instl RALIX -2.78 -2.15 -0.35 5.12 --- ---
Lazard Real Assets & Pricing Opps Open RALOX -2.79 -2.24 -0.51 4.84 --- ---
Cohen & Steers Real Assets A RAPAX -2.38 -1.42 1.21 2.47 -0.48 -0.89
Cohen & Steers Real Assets C RAPCX -2.39 -1.54 1.04 1.76 -1.21 -1.59
Cohen & Steers Real Assets I RAPIX -2.27 -1.31 1.35 2.87 -0.19 -0.58
Cohen & Steers Real Assets R RAPRX -2.36 -1.41 1.19 2.29 -0.67 -1.07
Cohen & Steers Real Assets Z RAPZX -2.28 -1.31 1.35 2.87 -0.19 -0.64
American Funds Capital Income Bldr R2E RCEEX -2.20 -0.48 1.85 10.10 4.43 ---
American Funds Global Balanced R2 RGBBX -1.11 1.48 3.66 11.81 4.52 6.38
American Funds Global Balanced R3 RGBCX -1.08 1.54 3.76 12.31 4.99 6.86
American Funds Global Balanced R4 RGBEX -1.05 1.57 3.84 12.66 5.31 7.18
American Funds Global Balanced R5 RGBFX -1.02 1.63 3.94 13.00 5.61 7.49
American Funds Global Balanced R6 RGBGX -1.02 1.63 3.95 13.06 5.67 7.55
American Funds Global Balanced R5E RGBHX -1.02 1.60 3.94 13.03 --- ---
American Funds Global Balanced R1 RGBLX -1.11 1.48 3.66 11.79 4.55 6.51
American Funds Global Balanced R2E RGGHX -1.08 1.51 3.75 12.17 4.97 ---
American Funds Capital Income Bldr R1 RIRAX -2.22 -0.51 1.78 9.77 4.07 6.26
American Funds Capital Income Bldr R2 RIRBX -2.22 -0.53 1.77 9.77 4.08 6.27
American Funds Capital Income Bldr R3 RIRCX -2.17 -0.46 1.90 10.26 4.54 6.73
American Funds Capital Income Bldr R4 RIREX -2.16 -0.41 1.98 10.59 4.86 7.05
American Funds Capital Income Bldr R5 RIRFX -2.13 -0.38 2.05 10.92 5.17 7.38
American Funds Capital Income Bldr R6 RIRGX -2.13 -0.37 2.07 10.98 5.22 7.43
American Funds Capital Income Bldr R5E RIRHX -2.15 -0.40 2.01 10.83 --- ---
RiverFront Dynamic Equity Income Inv RLGAX -1.42 1.60 3.63 14.23 6.82 8.25
RiverFront Dynamic Equity Income C RLGCX -1.45 1.50 3.44 13.38 6.02 7.46
RiverFront Dynamic Equity Income I RLIIX -1.36 1.61 3.69 14.48 7.10 8.54
Russell Inv Multi-Asset Growth Strat M RMATX -1.31 0.57 1.33 --- --- ---
Russell Inv Multi-Asset Growth Strat S RMGSX -1.40 0.48 1.21 --- --- ---
Russell Inv Multi-Asset Growth Strat Y RMGYX -1.31 0.57 1.26 --- --- ---
T. Rowe Price Global Allocation RPGAX -1.46 0.95 2.50 13.49 6.98 ---
CCA Aggressive Return Instl RSKIX -2.19 2.79 5.28 19.14 4.52 5.91
Columbia Global Opportunities C RSSCX -0.66 2.12 4.49 15.97 6.53 5.75
SEI Aggressive Strategy D (SAAT) SASDX -2.32 0.46 3.41 13.69 6.04 7.34
Victory Strategic Allocation A SBALX -1.45 0.41 2.93 10.92 5.35 8.13
Federated Global Allocation Instl SBFIX -1.82 1.28 3.74 14.56 4.54 7.13
SEI Aggressive Strategy I (SAAT) SEAIX -2.30 0.54 3.52 14.30 6.57 7.89
First Eagle Global A SGENX -2.85 0.37 2.41 8.93 6.64 7.70
Sextant Global High Income SGHIX -2.48 0.46 2.36 10.65 5.96 5.83
First Eagle Global I SGIIX -2.84 0.40 2.49 9.21 6.93 7.98
Deutsche Multi-Asset Global Allocation S SPGRX -2.29 0.62 2.89 13.64 3.64 5.64
FundX Sustainable Impact SRIFX -0.88 2.97 5.64 --- --- ---
SEI Aggressive Strategy F (SAAT) SSGAX -2.30 0.53 3.56 14.58 6.83 8.15
Deutsche Multi-Asset Global Allocation A SUPAX -2.35 0.56 2.82 13.35 3.37 5.38
Deutsche Multi-Asset Global Allocation C SUPCX -2.41 0.43 2.63 12.47 2.59 4.58
Templeton Global Balanced A TAGBX -2.43 0.94 3.04 9.11 4.44 5.45
Templeton Global Balanced C1 TCINX -2.43 0.94 3.22 8.66 4.04 5.02
Franklin Mutual Quest C TEMQX -1.96 0.65 3.60 5.11 4.11 6.96
Franklin Mutual Quest A TEQIX -1.93 0.70 3.74 5.83 4.88 7.73
T. Rowe Price Global Allocation I TGAFX -1.46 0.94 2.57 13.64 --- ---
Thornburg Investment Income Builder A TIBAX -3.50 -0.59 2.40 11.66 4.39 6.53
Thornburg Investment Income Builder C TIBCX -3.53 -0.64 2.21 10.93 3.64 5.78
Thornburg Investment Income Builder R4 TIBGX -3.51 -0.61 2.35 11.48 4.16 6.31
Thornburg Investment Income Builder I TIBIX -3.45 -0.54 2.47 12.07 4.72 6.87
Thornburg Investment Income Builder R5 TIBMX -3.46 -0.51 2.44 11.93 4.59 6.74
Thornburg Investment Income Builder R6 TIBOX -3.46 -0.54 2.48 --- --- ---
Thornburg Investment Income Builder R3 TIBRX -3.49 -0.63 2.32 11.38 4.07 6.21
Templeton Global Balanced A1 TINCX -2.43 0.94 3.04 8.75 4.44 5.43
Catalyst/MAP Global Balanced A TRXAX -1.13 0.58 4.69 10.31 4.78 5.62
Catalyst/MAP Global Balanced C TRXCX -1.22 0.50 4.27 9.18 3.92 4.80
Catalyst/MAP Global Balanced I TRXIX -1.13 0.66 4.83 10.69 5.12 ---
Touchstone Dynamic Global Allocation A TSMAX -1.54 1.51 3.62 12.38 4.15 6.42
Touchstone Dynamic Global Allocation C TSMCX -1.66 1.47 3.42 11.51 3.39 5.63
Touchstone Dynamic Global Allocation Y TSMYX -1.61 1.58 3.65 12.63 4.42 6.68
Thrivent Partner Worldwide Allocation A TWAAX -2.75 1.53 4.27 18.18 7.02 6.27
Thrivent Partner Worldwide Allocation S TWAIX -2.83 1.43 4.27 18.53 7.44 6.69
Templeton Global Balanced Adv TZINX -2.42 0.94 3.12 8.99 4.58 5.68
Waddell & Reed Advs Wilshire Glb Allc A UNASX -1.59 1.29 3.34 12.99 0.77 3.35
Victory Strategic Allocation C VBFCX -1.58 0.23 2.66 10.03 4.60 7.35
Victory Strategic Allocation R VBFGX -1.47 0.39 2.90 10.61 5.08 7.81
Victory Strategic Allocation I VBFIX -1.49 0.42 2.96 11.14 5.59 8.38
VALIC Company I Global Strategy VGLSX -2.27 1.38 3.31 10.33 4.23 6.23
Voya Global Multi-Asset R6 VGMRX -1.68 1.07 3.88 --- --- ---
Wells Fargo Absolute Return Inst WABIX -0.69 1.49 3.08 10.10 2.79 4.06
Wells Fargo Absolute Return A WARAX -0.69 1.49 3.03 9.76 2.44 3.67
Wells Fargo Absolute Return C WARCX -0.70 1.43 2.87 9.03 1.70 2.91
Wells Fargo Absolute Return Admin WARDX -0.60 1.49 3.11 9.92 2.56 3.82
Wells Fargo Absolute Return R WARHX -0.69 1.41 2.95 9.43 --- ---
Wells Fargo Absolute Return R6 WARRX -0.60 1.58 3.17 10.39 2.94 ---
Ivy Asset Strategy A WASAX -1.09 3.14 5.95 17.88 1.04 3.48
Ivy Asset Strategy B WASBX -1.15 3.08 5.79 16.97 0.29 2.71
Ivy Asset Strategy C WASCX -1.15 3.05 5.77 17.03 0.32 2.73
Ivy Asset Strategy Y WASYX -1.08 3.18 6.01 17.96 1.08 3.50
Waddell & Reed Advs Wilshire Glb Allc B WBASX -1.81 1.12 3.02 11.77 -0.29 2.30
Waddell & Reed Advs Wilshire Glb Allc C WCASX -1.67 1.23 3.12 12.05 -0.05 2.51
Wilmington Real Asset A WMMRX -3.45 -2.13 0.59 7.10 1.28 1.23
Wilmington Real Asset Institutional WMRIX -3.35 -2.04 0.72 7.38 1.56 1.48
Waddell & Reed Advs Wilshire Glb Allc Y WYASX -1.69 1.27 3.42 13.22 1.09 3.65