Welcome! Please Log In
Search
Home Portfolio Stocks Options Funds ETFs Hedge Funds Markets Tools Personal Finance Discuss
Data through 2/8/2010. Our favorite Conservative Allocation funds
Fund Category : Conservative Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Conservative Allocation -2.92 -1.43 0.88 19.92 -0.26 2.47
ING GET US Core Series 14 1.50 2.11 1.00 4.46 --- ---
ING GET US Core Series 13 1.37 2.01 1.26 3.42 1.91 ---
ING GET US Core Series 11 1.27 1.78 1.27 4.42 0.69 ---
ING GET US Core Series 10 1.12 1.62 1.12 4.10 -0.42 ---
IMS Strategic Income -0.31 1.51 6.14 36.68 -7.29 -0.77
ING GET US Core Series 12 0.91 1.43 1.04 4.36 -1.47 ---
Fifth Third Strategic Inc Instl -0.64 0.91 4.76 41.21 1.64 3.23
ING GET US Core Series 9 0.38 0.89 0.76 5.53 -0.25 ---
Oppenheimer Princ Prot Main St III A LW 0.51 0.88 0.36 2.33 -2.15 1.36
Oppenheimer Princ Prot Main St III A 0.51 0.88 0.36 2.33 -2.15 1.36
Oppenheimer Princ Prot Main St III N 0.47 0.84 0.28 2.07 -2.36 1.12
Fifth Third Strategic Inc B -0.73 0.81 4.51 39.80 0.63 2.21
Oppenheimer Princ Prot Main St III C 0.43 0.80 0.13 1.51 -2.89 0.59
Fifth Third Strategic Inc A Load Waived -0.67 0.78 4.71 40.83 1.24 2.89
Fifth Third Strategic Inc A -0.67 0.78 4.71 40.83 1.24 2.89
Oppenheimer Princ Prot Main St III B 0.44 0.77 0.14 1.38 -2.99 0.50
Fifth Third Strategic Inc Inv C -0.74 0.71 4.44 39.72 0.62 2.21
Hussman Strategic Total Return 0.33 0.67 0.22 5.73 8.30 7.77
Russell LifePoints Cnsrv Strat S -0.79 0.50 2.23 21.59 2.33 3.61
SAAT Defensive Strategy A 0.11 0.43 0.94 4.60 -1.72 1.54
Russell LifePoints Cnsrv Strat C -0.90 0.41 1.98 20.43 1.29 2.56
Russell LifePoints Cnsrv Strat R3 -0.89 0.40 2.05 21.00 1.78 3.07
Russell LifePoints Cnsrv Strat R2 -0.90 0.40 2.10 21.21 2.04 ---
Russell LifePoints Cnsrv Strat R1 -0.89 0.40 2.23 21.62 2.30 ---
Russell LifePoints Cnsrv Strat E -0.90 0.40 2.20 21.24 2.05 3.32
Russell LifePoints Cnsrv Strat A LW -0.90 0.40 2.21 21.32 2.05 3.33
Russell LifePoints Cnsrv Strat A -0.90 0.40 2.21 21.32 2.05 3.33
SAAT Defensive Strategy I 0.00 0.32 0.73 3.81 -2.06 1.23
SAAT Conservative Strategy I -0.32 0.32 1.92 13.41 -4.16 0.89
Vanguard LifeStrategy Income -0.67 0.23 1.16 13.54 1.99 3.52
SAAT Conservative Strategy A -0.43 0.22 1.90 13.63 -3.95 1.05
Pacific Financial Tactical I -0.41 0.21 0.72 4.29 --- ---
JHT Lifestyle Conservative Ser I -1.25 0.08 1.71 22.53 2.31 3.90
PL Port Optimization Conservative R -1.27 0.00 1.21 18.49 3.62 ---
PL Port Optimization Conservative C -1.27 0.00 1.10 17.94 3.15 3.46
PL Port Optimization Conservative A LW -1.26 0.00 1.25 18.63 3.86 4.12
PL Port Optimization Conservative A -1.26 0.00 1.25 18.63 3.86 4.12
PL Port Optimization Cnsrv 529 MT C -1.27 0.00 1.10 17.94 3.15 3.46
PL Port Optimization Cnsrv 529 MT A LW -1.26 0.00 1.25 18.63 3.86 4.12
PL Port Optimization Cnsrv 529 MT A -1.26 0.00 1.25 18.63 3.86 4.12
Wells Fargo Advantage Cons Allocation Ad -1.25 -0.05 1.61 16.94 1.16 2.75
Manning & Napier Pro-Blend Cnsrv Term S -1.13 -0.08 1.26 12.45 3.59 4.89
PL Port Optimization Conservative B -1.37 -0.10 1.07 17.89 3.13 3.45
PL Port Optimization Cnsrv 529 MT B -1.37 -0.10 1.07 17.89 3.13 3.45
Manning & Napier Pro-Blend Cnsrv Term I -1.17 -0.10 1.28 12.61 --- ---
GAMCO Mathers 0.00 -0.10 0.10 -0.96 0.76 1.35
JHancock2 Lifestyle Conservative R5 -1.54 -0.16 1.57 23.30 2.65 ---
JHancock2 Lifestyle Conservative R4 -1.54 -0.16 1.49 22.85 2.31 ---
JHancock2 Lifestyle Conservative 1 -1.54 -0.16 1.64 23.47 2.79 ---
JHancock2 Lifestyle Conservative R3 -1.62 -0.25 1.45 22.58 2.05 ---
JHancock2 Lifestyle Conservative R1 -1.62 -0.25 1.39 22.38 2.01 ---
JHancock2 Lifestyle Conservative C -1.62 -0.25 1.36 22.11 1.63 ---
JHancock2 Lifestyle Conservative B -1.62 -0.25 1.33 22.10 1.55 ---
JHancock2 Lifestyle Conservative A LW -1.62 -0.25 1.54 23.06 2.36 ---
JHancock2 Lifestyle Conservative A -1.62 -0.25 1.54 23.06 2.36 ---
Legg Mason Lifestyle Allocation 30% C -2.38 -0.28 2.59 29.26 0.27 1.85
Legg Mason Lifestyle Allocation 30% B -2.37 -0.28 2.49 29.02 0.11 1.71
Legg Mason Lifestyle Allocation 30% A LW -2.41 -0.28 2.69 29.84 0.67 2.26
Legg Mason Lifestyle Allocation 30% A -2.41 -0.28 2.69 29.84 0.67 2.26
Fidelity Advisor Asset Manager 20% I -1.52 -0.28 1.18 18.02 1.91 ---
Thrivent Diversified Income Plus I -2.15 -0.30 2.80 29.98 -0.87 3.32
SEI Asset Allc Diversified Cnsrv Inc I -1.39 -0.30 0.90 13.16 -0.74 1.66
SEI Asset Allc Diversified Cnsrv Inc A -1.39 -0.30 0.96 13.39 -0.49 1.90
Fidelity Advisor Asset Manager 20% A LW -1.54 -0.31 1.11 17.69 1.63 ---
Fidelity Advisor Asset Manager 20% A -1.54 -0.31 1.11 17.69 1.63 ---
Thrivent Diversified Income Plus A LW -2.17 -0.33 2.68 29.26 -1.30 2.85
Thrivent Diversified Income Plus A -2.17 -0.33 2.68 29.26 -1.30 2.85
Fifth Third LifeModel Cons Instl -1.42 -0.33 0.85 15.25 -0.40 2.02
Fifth Third LifeModel Cons C -1.43 -0.33 0.59 14.15 -1.37 1.04
Fifth Third LifeModel Cons B -1.43 -0.33 0.69 14.17 -1.37 1.04
Fifth Third LifeModel Cons A LW -1.53 -0.33 0.79 15.00 -0.66 1.78
Fifth Third LifeModel Cons A -1.53 -0.33 0.79 15.00 -0.66 1.78
Fidelity Asset Manager 20% -1.60 -0.37 1.17 18.00 1.91 4.03
Ibbotson Conservative ETF Asset Allc II -1.41 -0.38 0.19 9.89 --- ---
Fidelity Advisor Asset Manager 20% B -1.61 -0.38 0.91 16.70 0.81 ---
Nationwide Inv Dest Cnsrv Svc -1.31 -0.41 0.35 9.31 1.99 3.20
Nationwide Inv Dest Cnsrv R2 -1.22 -0.41 0.29 9.18 1.77 3.05
Nationwide Inv Dest Cnsrv I -1.21 -0.41 0.46 9.78 2.39 3.64
Nationwide Inv Dest Cnsrv C -1.32 -0.41 0.20 8.78 1.39 2.58
Nationwide Inv Dest Cnsrv B -1.31 -0.41 0.18 8.76 1.38 2.59
Nationwide Inv Dest Cnsrv A Load Waived -1.31 -0.41 0.39 9.49 2.09 3.28
Nationwide Inv Dest Cnsrv A -1.31 -0.41 0.39 9.49 2.09 3.28
Fidelity Advisor Asset Manager 20% T -1.56 -0.41 1.05 17.35 1.37 ---
ING Principal Protection XII A LW -0.54 -0.43 -0.48 0.38 -0.55 ---
ING Principal Protection XII A -0.54 -0.43 -0.48 0.38 -0.55 ---
AIM Conservative Allocation Y -1.60 -0.43 1.18 13.72 --- ---
AIM Conservative Allocation Inst -1.51 -0.44 1.18 13.83 -0.44 2.12
Fidelity Advisor Asset Manager 20% C -1.69 -0.45 0.85 16.71 0.82 ---
Old Mutual Asset Allocation Cnsrv Z -1.94 -0.49 1.01 18.94 2.88 ---
Old Mutual Asset Allocation Cnsrv Ins -1.93 -0.49 1.01 19.07 2.89 4.40
Old Mutual Asset Allocation Cnsrv A LW -1.94 -0.49 0.95 18.52 2.61 4.14
Old Mutual Asset Allocation Cnsrv A -1.94 -0.49 0.95 18.52 2.61 4.14
SEI Asset Allc Diversified Cnsrv Inc D -1.60 -0.50 0.64 12.18 -1.51 0.87
Putnam Asset Allocation: Conservative Y -2.09 -0.51 1.77 28.96 0.22 2.84
Putnam Asset Allocation: Conservative A -2.11 -0.53 1.70 28.67 -0.14 2.52
Putnam Asset Allocation: Conservati A LW -2.11 -0.53 1.70 28.67 -0.14 2.52
Pacific Advisors Income & Equity A LW -1.67 -0.53 1.04 17.40 -1.21 0.82
Pacific Advisors Income & Equity A -1.67 -0.53 1.04 17.40 -1.21 0.82
ING Principal Protection XII C -0.65 -0.54 -0.67 -0.45 -1.31 ---
ING Principal Protection XII B -0.65 -0.54 -0.67 -0.35 -1.28 ---
AIM Conservative Allocation S -1.60 -0.54 1.15 --- --- ---
AIM Conservative Allocation R -1.61 -0.54 0.99 13.19 -0.66 1.79
AIM Conservative Allocation C -1.61 -0.54 0.95 12.58 -1.16 1.29
AIM Conservative Allocation B -1.61 -0.54 0.95 12.70 -1.12 1.31
AIM Conservative Allocation A LW -1.60 -0.54 1.12 13.41 -0.41 2.03
AIM Conservative Allocation A -1.60 -0.54 1.12 13.41 -0.41 2.03
Putnam Asset Allocation: Conservative R -2.09 -0.55 1.72 28.59 -0.15 2.53
Calvert Conservative Allocation A LW -1.72 -0.56 1.02 17.53 0.51 ---
Calvert Conservative Allocation A -1.72 -0.56 1.02 17.53 0.51 ---
AARP Conservative -1.93 -0.59 0.60 14.24 3.18 ---
WHG Income Opportunity Inst -1.48 -0.60 2.91 11.63 1.51 ---
Putnam Asset Allocation: Conservative B -2.18 -0.60 1.41 27.62 -0.83 1.77
SmartGrowth Lipper OPT Cnsrv Index A LW -0.97 -0.61 0.49 0.32 --- ---
SmartGrowth Lipper OPT Cnsrv Index A -0.97 -0.61 0.49 0.32 --- ---
RiverSource Port Builder Conservative A -1.82 -0.61 0.71 15.82 2.11 3.38
RiverSource Port Builder Conservati A LW -1.82 -0.61 0.71 15.82 2.11 3.38
Calvert Conservative Allocation C -1.79 -0.63 0.72 16.03 -0.90 ---
Principal SAM Flexible Income R5 -1.96 -0.66 1.80 20.94 2.51 ---
Principal SAM Flexible Income R4 -2.05 -0.66 1.65 20.77 2.38 ---
Principal SAM Flexible Income R1 -2.05 -0.66 1.67 20.11 1.87 ---
Principal SAM Flexible Income Inst -2.04 -0.66 1.73 21.15 2.76 ---
Pacific Advisors Income & Equity C -1.75 -0.66 0.89 16.54 -1.95 0.07
GuideStone Funds Cnsrv Allocation I GS2 -1.75 -0.66 0.63 15.92 2.22 3.58
Putnam Asset Allocation: Conservative M -2.16 -0.69 1.47 27.82 -0.61 2.00
Old Mutual Asset Allocation Cnsrv C -2.04 -0.69 0.67 17.61 1.86 3.37
WHG Income Opportunity A Load Waived -1.48 -0.70 2.84 11.35 --- ---
WHG Income Opportunity A -1.48 -0.70 2.84 11.35 --- ---
GuideStone Funds Cnsrv Allocation GS4 -1.82 -0.70 0.60 15.43 1.98 3.35
Putnam Asset Allocation: Conservative C -2.19 -0.71 1.41 27.53 -0.90 1.78
RiverSource Port Builder Conservative C -1.93 -0.72 0.54 14.83 1.36 2.60
RiverSource Port Builder Conservative B -1.93 -0.72 0.52 14.86 1.34 2.59
DFA Global 25/75 I -2.07 -0.73 0.37 14.43 2.36 4.03
Principal SAM Flexible Income R3 -2.05 -0.75 1.64 20.52 2.18 ---
Principal SAM Flexible Income R2 -2.05 -0.75 1.59 20.29 2.02 ---
Principal SAM Flexible Income B -2.13 -0.75 1.53 19.86 1.60 2.72
Principal SAM Flexible Income A LW -2.04 -0.75 1.64 20.69 2.40 3.51
Principal SAM Flexible Income A -2.04 -0.75 1.64 20.69 2.40 3.51
Principal SAM Flexible Income J -2.05 -0.76 1.63 20.44 2.10 ---
Principal SAM Flexible Income C -2.06 -0.76 1.48 19.90 1.64 2.75
AIM Income Allocation Y -2.16 -0.77 2.05 22.17 --- ---
Berwyn Income -1.48 -0.78 2.35 25.42 6.88 6.44
Putnam Income Strategies Y -2.11 -0.80 2.79 31.91 -0.83 ---
Direxion Spectrum Select Alternative Svc -2.22 -0.80 1.61 29.74 4.43 5.12
Pioneer Ibbotson Conservative Allc A LW -2.30 -0.81 1.34 22.52 0.51 ---
Pioneer Ibbotson Conservative Allc A -2.30 -0.81 1.34 22.52 0.51 ---
Putnam Capital Spectrum Y -3.26 -0.82 6.05 --- --- ---
Putnam Capital Spectrum R -3.31 -0.82 5.99 --- --- ---
Putnam Capital Spectrum A Load Waived -3.31 -0.82 6.00 --- --- ---
Putnam Capital Spectrum A -3.31 -0.82 6.00 --- --- ---
Pioneer Ibbotson Conservative Allc C -2.34 -0.83 1.08 21.30 -0.46 ---
JPMorgan Investor Conservative Growth S -2.13 -0.83 0.94 17.72 2.49 3.97
MEMBERS Conservative Allocation B -2.28 -0.84 1.04 15.70 -2.15 ---
MEMBERS Conservative Allocation A LW -2.28 -0.84 1.13 16.45 -1.45 ---
MEMBERS Conservative Allocation A -2.28 -0.84 1.13 16.45 -1.45 ---
Pioneer Ibbotson Conservative Allc Y -2.30 -0.85 1.25 17.67 -1.97 ---
JPMorgan Investor Conservative Growth A -2.15 -0.85 0.97 17.49 2.24 3.72
JPMorgan Investor Conservative Grow A LW -2.15 -0.85 0.97 17.49 2.24 3.72
Sentinel Conservative Allocation A LW -2.11 -0.86 0.62 15.12 1.15 3.03
Sentinel Conservative Allocation A -2.11 -0.86 0.62 15.12 1.15 3.03
Putnam Capital Spectrum M -3.31 -0.88 5.91 --- --- ---
Putnam Capital Spectrum C -3.32 -0.88 5.83 --- --- ---
Oppenheimer Capital Income A LW -2.11 -0.88 1.95 21.55 -10.91 -3.23
Oppenheimer Capital Income A -2.11 -0.88 1.95 21.55 -10.91 -3.23
American Century One Choice: Very Cnsrv -1.75 -0.88 0.08 11.51 2.35 3.52
AIM Income Allocation Instl -2.16 -0.88 2.05 22.04 -0.33 ---
AIM Income Allocation A Load Waived -2.16 -0.88 1.99 21.73 -0.58 ---
AIM Income Allocation A -2.16 -0.88 1.99 21.73 -0.58 ---
Oppenheimer Capital Income N -2.13 -0.89 1.87 21.05 -11.22 -3.58
Vantagepoint Savings Oriented -2.00 -0.90 0.21 14.30 2.00 3.31
Oppenheimer Capital Income C -2.16 -0.90 1.75 20.45 -11.63 -4.02
Oppenheimer Capital Income B -2.15 -0.90 1.73 20.34 -11.68 -4.05
JPMorgan Investor Conservative Growth B -2.20 -0.90 0.73 16.69 1.65 3.12
Sentinel Conservative Allocation C -2.18 -0.92 0.41 14.19 0.28 2.15
SAAT Moderate Strategy I -1.94 -0.93 2.14 20.33 -4.86 1.05
Putnam Income Strategies A Load Waived -2.25 -0.93 2.61 31.47 -1.11 2.29
Putnam Income Strategies A -2.25 -0.93 2.61 31.47 -1.11 2.29
Putnam Capital Spectrum B -3.37 -0.93 5.83 --- --- ---
Pioneer Ibbotson Conservative Allc B -2.34 -0.93 1.11 21.56 -0.41 ---
Fidelity Advisor Asset Manager 30% T -2.42 -0.93 0.90 21.09 --- ---
Fidelity Advisor Asset Manager 30% A LW -2.53 -0.93 0.93 21.33 --- ---
Fidelity Advisor Asset Manager 30% A -2.53 -0.93 0.93 21.33 --- ---
Sentinel Conservative Allocation B -2.30 -0.95 0.27 14.12 0.30 2.16
SAAT Moderate Strategy A -1.88 -0.95 2.25 20.69 -4.64 1.12
MEMBERS Conservative Allocation C -2.28 -0.95 0.93 15.56 --- ---
Wells Fargo Advantage WB Cons Allocation -2.33 -0.98 0.11 16.20 1.53 2.74
Lord Abbett Div Income Strategy I -3.02 -0.98 2.66 30.74 1.74 ---
Lord Abbett Div Income Strategy F -3.09 -0.98 2.55 30.50 --- ---
Fidelity Advisor Asset Manager 30% B -2.48 -0.98 0.76 20.47 --- ---
AIM Income Allocation R -2.27 -0.98 1.81 21.43 -0.84 ---
AIM Income Allocation C -2.27 -0.98 1.80 20.82 -1.33 ---
AIM Income Allocation B -2.27 -0.98 1.80 20.82 -1.31 ---
Putnam Income Strategies C -2.31 -0.99 2.44 30.47 -1.84 ---
Putnam Income Strategies B -2.31 -0.99 2.42 30.43 -1.86 ---
JPMorgan Investor Conservative Growth C -2.29 -0.99 0.75 16.69 1.63 3.12
Lord Abbett Div Income Strategy P -3.02 -1.00 2.52 30.11 1.30 ---
Lord Abbett Div Income Strategy A LW -3.04 -1.00 2.56 30.29 1.38 ---
Lord Abbett Div Income Strategy A -3.04 -1.00 2.56 30.29 1.38 ---
Vanguard Wellesley Income Adm -2.07 -1.01 1.11 18.85 2.73 4.54
Transamerica Instl Asst Allc ShtInt Hrzn -2.43 -1.01 0.73 18.76 0.33 2.61
Lord Abbett Div Income Strategy R2 -3.09 -1.01 2.47 30.70 --- ---
Russell LifePoints Mod Strat S -2.80 -1.02 1.50 25.10 -0.39 3.06
Russell LifePoints Mod Strat R2 -2.81 -1.02 1.56 24.88 -0.60 ---
Russell LifePoints Mod Strat R1 -2.80 -1.02 1.50 24.97 -0.39 ---
Russell LifePoints Mod Strat E -2.81 -1.02 1.46 24.73 -0.65 2.81
Russell LifePoints Mod Strat A LW -2.71 -1.02 1.57 24.89 -0.61 2.82
Russell LifePoints Mod Strat A -2.71 -1.02 1.57 24.89 -0.61 2.82
Lord Abbett Div Income Strategy R3 -3.12 -1.02 2.53 29.99 --- ---
Fidelity Asset Manager 30% -2.51 -1.02 0.89 21.46 --- ---
Fidelity Advisor Asset Manager 30% I -2.51 -1.02 1.00 21.46 --- ---
Vanguard Wellesley Income -2.04 -1.03 1.07 18.77 2.63 4.43
New Covenant Balanced Income -2.51 -1.04 0.39 16.56 -2.48 0.93
Lord Abbett Div Income Strategy C -3.13 -1.04 2.38 29.36 0.73 ---
RidgeWorth Conservative Allc Strat I -2.45 -1.07 0.71 14.71 4.11 4.51
RidgeWorth Conservative Allc Strat A LW -2.54 -1.07 0.58 14.34 3.80 4.19
RidgeWorth Conservative Allc Strat A -2.54 -1.07 0.58 14.34 3.80 4.19
Fidelity Advisor Asset Manager 30% C -2.58 -1.08 0.77 20.35 --- ---
SunAmerica Focused Fxd Inc Eq Strat A LW -2.16 -1.09 -0.03 8.07 -3.07 0.64
SunAmerica Focused Fxd Inc Eq Strat A -2.16 -1.09 -0.03 8.07 -3.07 0.64
Transamerica Asset Allc Shrt/Interm Hrzn -2.63 -1.11 0.67 18.77 0.13 2.33
Lord Abbett Div Income Strategy B -3.13 -1.11 2.31 29.29 0.72 ---
Fidelity Income Replacement 2016 -2.47 -1.11 0.78 18.01 --- ---
Fidelity Advisor Income Repl 2016 I -2.47 -1.11 0.76 18.01 --- ---
Russell LifePoints Mod Strat R3 -2.80 -1.12 1.41 24.48 -0.87 2.54
Columbia LifeGoal Income & Growth R -2.71 -1.12 0.87 20.93 0.95 ---
Columbia LifeGoal Income & Growth A LW -2.72 -1.12 0.83 21.10 1.17 3.61
Columbia LifeGoal Income & Growth A -2.72 -1.12 0.83 21.10 1.17 3.61
Russell LifePoints Mod Strat C -2.83 -1.13 1.34 23.85 -1.37 2.03
Fidelity Advisor Income Repl 2016 A LW -2.48 -1.13 0.72 17.71 --- ---
Fidelity Advisor Income Repl 2016 A -2.48 -1.13 0.72 17.71 --- ---
Columbia LifeGoal Income & Growth Z -2.74 -1.14 0.90 21.48 1.40 3.83
RiverSource Income Builder Basic Inc A -2.65 -1.16 1.51 20.42 1.41 ---
RiverSource Income Builder Basic In A LW -2.65 -1.16 1.51 20.42 1.41 ---
RidgeWorth Conservative Allc Strat C -2.55 -1.16 0.41 13.49 3.07 ---
RidgeWorth Conservative Allc Strat B -2.54 -1.16 0.44 13.79 3.34 3.74
Fidelity Advisor Income Repl 2016 T -2.52 -1.16 0.65 17.40 --- ---
SunAmerica Focused Fxd Inc Eq Strat C -2.17 -1.19 -0.20 7.35 -3.70 -0.02
Fidelity Advisor Income Repl 2016 C -2.55 -1.22 0.53 16.84 --- ---
First American Strategy Cnsrv Allc Y -2.76 -1.23 1.45 27.69 1.83 3.79
Columbia LifeGoal Income & Growth B -2.83 -1.23 0.65 20.17 0.41 2.84
Columbia LifeGoal Income & Growth C -2.74 -1.24 0.65 20.17 0.42 2.84
SEI Asset Allc Diversified Cnsrv A -2.80 -1.25 0.56 18.10 -2.85 1.22
First American Strategy Cnsrv Allc A LW -2.78 -1.25 1.48 27.49 1.60 3.55
First American Strategy Cnsrv Allc A -2.78 -1.25 1.48 27.49 1.60 3.55
SEI Asset Allocation Diversified Cnsrv I -2.81 -1.26 0.50 17.71 -3.11 0.95
RiverSource Income Builder Basic Inc C -2.75 -1.26 1.28 19.47 0.65 ---
API Efficient Frontier Income A LW -3.42 -1.26 3.73 41.92 8.54 5.64
API Efficient Frontier Income A -3.42 -1.26 3.73 41.92 8.54 5.64
First American Strategy Cnsrv Allc R -2.80 -1.27 1.42 27.06 1.33 3.28
RiverSource Income Builder Basic Inc B -2.77 -1.28 1.22 19.49 0.63 ---
MFS Conservative Allocation I -2.86 -1.28 1.01 21.92 2.35 4.33
Thrivent Moderately Cnsrv Allocation I -3.13 -1.29 1.20 21.51 -0.13 ---
API Efficient Frontier Income C -3.42 -1.29 3.57 40.93 7.56 4.62
Thrivent Moderately Cnsrv Allocation A -3.13 -1.30 1.14 21.26 -0.35 ---
Thrivent Moderately Cnsrv Allocatio A LW -3.13 -1.30 1.14 21.26 -0.35 ---
MFS Conservative Allocation 529A LW -2.81 -1.30 0.96 21.55 1.88 3.79
MFS Conservative Allocation 529A -2.81 -1.30 0.96 21.55 1.88 3.79
Vanguard LifeStrategy Conservative Gr -2.74 -1.32 0.48 17.72 -0.70 2.81
MFS Conservative Allocation R2 -2.86 -1.32 0.89 21.41 1.81 3.71
First American Strategy Cnsrv Allc C -2.85 -1.32 1.21 26.49 0.82 2.77
First American Strategy Cnsrv Allc B -2.85 -1.32 1.20 26.44 0.81 2.76
Oppenheimer Conservative Inv Y -2.77 -1.34 1.08 19.14 -8.83 ---
SAAT Core Market Strategy I -2.97 -1.35 1.00 22.16 -2.44 2.01
Van Kampen Asset Allocation Cnsrv I -2.49 -1.37 0.63 21.54 -0.15 ---
Van Kampen Asset Allocation Cnsrv B -2.50 -1.37 0.38 20.24 -1.13 ---
SEI Asset Allocation Diversified Cnsrv D -2.81 -1.37 0.28 16.95 -3.83 0.22
PL Port Optimization Mod-Cnsrv A LW -2.89 -1.37 0.51 22.17 0.99 3.36
PL Port Optimization Mod-Cnsrv A -2.89 -1.37 0.51 22.17 0.99 3.36
PL Port Optimization Mod-Cnsrv 529 MT A -2.89 -1.37 0.51 22.17 0.99 3.36
PL Port Optimization Mod-Cnsrv 529 A LW -2.89 -1.37 0.51 22.17 0.99 3.36
MFS Conservative Allocation R4 -2.89 -1.38 0.93 21.87 2.31 ---
MFS Conservative Allocation A LW -2.88 -1.38 0.89 21.58 2.04 3.98
MFS Conservative Allocation A -2.88 -1.38 0.89 21.58 2.04 3.98
MFS Conservative Allocation R3 -2.90 -1.39 0.92 21.65 2.07 ---
MFS Conservative Allocation C -2.91 -1.39 0.80 20.84 1.35 3.29
AIM Moderately Conservative Allc Instl -2.94 -1.39 1.02 17.96 -1.38 ---
AIM Moderately Conservative Allc A LW -2.95 -1.39 0.91 17.77 -1.63 ---
AIM Moderately Conservative Allc A -2.95 -1.39 0.91 17.77 -1.63 ---
SAAT Core Market Strategy A -3.06 -1.40 0.81 21.62 -2.56 1.74
MFS Conservative Allocation 529C -2.93 -1.40 0.70 20.65 1.20 3.10
MFS Conservative Allocation 529B -2.94 -1.40 0.76 20.62 1.19 3.09
Accessor Income & Growth Allocation I -2.89 -1.41 0.09 18.65 -0.62 2.32
MFS Conservative Allocation R1 -2.88 -1.42 0.76 20.83 1.32 ---
Janus Smart Portfolio Conservative I -3.24 -1.43 1.54 --- --- ---
Accessor Income & Growth Allocation A LW -2.92 -1.44 0.00 18.27 -0.97 1.95
Accessor Income & Growth Allocation A -2.92 -1.44 0.00 18.27 -0.97 1.95
HSBC Investor Wld Sel Cnsrv Gr Strat A -3.23 -1.45 0.63 19.08 -1.01 ---
HSBC Investor Wld Sel Cnsrv Gr Stra A LW -3.23 -1.45 0.63 19.08 -1.01 ---
Waddell & Reed InvestEd Cnsrv A LW -3.48 -1.46 -0.38 4.96 3.94 4.27
Waddell & Reed InvestEd Cnsrv A -3.48 -1.46 -0.38 4.96 3.94 4.27
Van Kampen Asset Allocation Cnsrv C -2.60 -1.47 0.27 20.36 -1.15 ---
Van Kampen Asset Allocation Cnsrv A LW -2.49 -1.47 0.46 21.11 -0.40 ---
Van Kampen Asset Allocation Cnsrv A -2.49 -1.47 0.46 21.11 -0.40 ---
PL Port Optimization Mod-Cnsrv R -2.99 -1.47 0.37 21.89 0.73 ---
PL Port Optimization Mod-Cnsrv B -3.00 -1.47 0.33 21.41 0.22 2.68
PL Port Optimization Mod-Cnsrv 529 MT B -3.00 -1.47 0.33 21.41 0.22 2.68
Oppenheimer Conservative Inv A LW -2.78 -1.47 1.04 18.64 -9.10 ---
Oppenheimer Conservative Inv A -2.78 -1.47 1.04 18.64 -9.10 ---
MFS Conservative Allocation B -2.90 -1.47 0.70 20.73 1.34 3.29
MainStay Conservative Allocation I -3.09 -1.47 0.48 19.71 1.39 ---
BlackRock Conservative Prepared Instl -3.40 -1.47 1.07 22.57 0.59 ---
Oppenheimer Conservative Inv N -2.79 -1.48 0.85 18.17 -9.45 ---
Oppenheimer Conservative Inv B -2.80 -1.48 0.74 17.59 -9.90 ---
MainStay Conservative Allocation Inv -3.20 -1.48 0.41 19.37 --- ---
MainStay Conservative Allocation A LW -3.11 -1.48 0.42 19.42 1.12 ---
MainStay Conservative Allocation A -3.11 -1.48 0.42 19.42 1.12 ---
BlackRock Conservative Prepared R -3.43 -1.48 0.94 21.93 -0.02 ---
BlackRock Conservative Prepared A LW -3.52 -1.48 0.95 22.11 0.18 ---
BlackRock Conservative Prepared A -3.52 -1.48 0.95 22.11 0.18 ---
Oppenheimer Conservative Inv C -2.80 -1.49 0.72 17.59 -9.88 ---
Accessor Income & Growth Allocation C -2.97 -1.49 -0.16 17.46 -1.62 1.30
AIM Moderately Conservative Allc Y -2.95 -1.50 0.92 17.90 --- ---
AIM Moderately Conservative Allc R -2.95 -1.50 0.90 17.41 -1.88 ---
AIM Moderately Conservative Allc C -2.96 -1.50 0.76 16.92 -2.30 ---
AIM Moderately Conservative Allc B -2.97 -1.51 0.77 16.96 -2.33 ---
Janus Smart Portfolio Conservative S -3.33 -1.52 1.25 --- --- ---
Janus Smart Portfolio Conservative J -3.33 -1.52 1.46 21.11 3.33 ---
Janus Smart Portfolio Conservative A LW -3.33 -1.52 1.41 --- --- ---
Janus Smart Portfolio Conservative A -3.33 -1.52 1.41 --- --- ---
HSBC Investor Wld Sel Cnsrv Gr Strat C -3.36 -1.52 0.38 18.16 -1.58 ---
Hartford Conservative Allocation A LW -3.29 -1.52 1.10 24.12 0.07 2.91
Hartford Conservative Allocation A -3.29 -1.52 1.10 24.12 0.07 2.91
AllianceBern Cnsrv Wlth Strat I -3.08 -1.52 0.11 19.29 -0.64 ---
AllianceBern Cnsrv Wlth Strat Adv -3.08 -1.52 0.22 19.27 -0.59 2.89
Accessor Income & Growth Allocation Inv -2.99 -1.52 -0.10 18.00 -1.14 1.81
HSBC Investor Wld Sel Cnsrv Gr Strat B -3.36 -1.56 0.38 18.22 -1.72 ---
PL Port Optimization Mod-Cnsrv C -3.00 -1.57 0.23 21.43 0.21 2.67
PL Port Optimization Mod-Cnsrv 529 MT C -3.00 -1.57 0.23 21.43 0.21 2.67
MainStay Conservative Allocation C -3.22 -1.59 0.12 18.45 0.34 ---
MainStay Conservative Allocation B -3.22 -1.59 0.23 18.46 0.35 ---
Fidelity Income Replacement 2018 -3.16 -1.59 0.61 19.85 --- ---
Fidelity Advisor Income Repl 2018 I -3.16 -1.59 0.64 19.88 --- ---
BlackRock Conservative Prepared C -3.53 -1.59 0.77 21.18 -0.54 ---
HighMark Income Plus Allocation Fid -3.06 -1.60 0.61 17.08 -0.03 ---
Fidelity Advisor Income Repl 2018 A LW -3.18 -1.60 0.55 19.56 --- ---
Fidelity Advisor Income Repl 2018 A -3.18 -1.60 0.55 19.56 --- ---
JHT Lifestyle Moderate Ser I -3.43 -1.61 0.99 26.17 -0.58 2.91
Janus Smart Portfolio Conservative C -3.34 -1.61 1.21 --- --- ---
AllianceBern Cnsrv Wlth Strat R -3.17 -1.61 -0.06 18.45 -1.28 2.23
AllianceBern Cnsrv Wlth Strat K -3.09 -1.61 0.03 18.85 -0.94 ---
AllianceBern Cnsrv Wlth Strat A LW -3.08 -1.61 0.04 18.83 -0.92 2.58
AllianceBern Cnsrv Wlth Strat A -3.08 -1.61 0.04 18.83 -0.92 2.58
Schwab MarketTrack Conservative -3.03 -1.62 0.09 15.81 -1.76 1.80
JHancock2 Lifestyle Moderate R5 -3.43 -1.62 1.13 27.22 -0.16 ---
JHancock2 Lifestyle Moderate 5 -3.43 -1.62 1.12 27.43 0.02 ---
JHancock2 Lifestyle Moderate 1 -3.43 -1.62 1.19 27.48 -0.03 ---
Hartford Conservative Allocation R5 -3.39 -1.62 1.06 24.31 0.27 ---
Hartford Conservative Allocation R4 -3.39 -1.62 0.98 23.98 -0.02 ---
Hartford Conservative Allocation I -3.29 -1.62 1.04 24.33 0.31 ---
Hartford Conservative Allocation B -3.39 -1.62 0.79 23.08 -0.72 2.17
AllianceBern Cnsrv Wlth Strat C -3.10 -1.62 -0.08 18.08 -1.60 1.87
Wilmington Conservative Asset Allc I -2.92 -1.63 -0.07 15.35 0.24 ---
Wilmington Conservative Asset Allc A LW -2.92 -1.63 -0.13 14.98 -0.04 ---
Wilmington Conservative Asset Allc A -2.92 -1.63 -0.13 14.98 -0.04 ---
Hartford Balanced Income Y -3.13 -1.64 1.29 24.06 0.66 ---
Fidelity Advisor Income Repl 2018 T -3.21 -1.64 0.48 19.25 --- ---
SC Ibbotson Moderate Initial -3.15 -1.65 0.37 19.35 --- ---
HighMark Income Plus Allocation A LW -3.06 -1.65 0.55 16.80 -0.30 2.24
HighMark Income Plus Allocation A -3.06 -1.65 0.55 16.80 -0.30 2.24
Bridgeway Balanced -2.92 -1.66 0.15 11.20 -2.38 1.68
James Balanced: Golden Rainbow Instl -2.91 -1.67 -0.71 --- --- ---
James Balanced: Golden Rainbow -2.91 -1.67 -0.72 9.44 2.13 4.54
AllianceBern Tx Mgd Cnsrv Wlth Strat Adv -2.83 -1.67 0.02 11.43 0.33 2.54
RiverSource Income Builder Enh Inc A LW -3.01 -1.68 1.66 26.83 0.50 ---
RiverSource Income Builder Enh Inc A -3.01 -1.68 1.66 26.83 0.50 ---
Fidelity Asset Manager 40% -3.52 -1.68 0.74 23.33 --- ---
Fidelity Advisor Asset Manager 40% I -3.52 -1.68 0.74 23.33 --- ---
Fidelity Advisor Asset Manager 40% A LW -3.52 -1.68 0.67 23.11 --- ---
Fidelity Advisor Asset Manager 40% A -3.52 -1.68 0.67 23.11 --- ---
RiverSource Income Builder Enh Inc C -3.01 -1.69 1.52 25.77 -0.24 ---
Nationwide Inv Dest Mod Cnsrv Instl -3.13 -1.69 -0.02 14.59 0.23 3.16
Legg Mason Lifestyle Allocation 50% A LW -4.13 -1.69 1.70 29.50 -1.71 1.35
Legg Mason Lifestyle Allocation 50% A -4.13 -1.69 1.70 29.50 -1.71 1.35
Fidelity Advisor Income Repl 2018 C -3.25 -1.69 0.37 18.63 --- ---
RiverSource Income Builder Mod Inc A LW -3.22 -1.70 1.44 22.44 0.19 ---
RiverSource Income Builder Mod Inc A -3.22 -1.70 1.44 22.44 0.19 ---
Nationwide Inv Dest Mod Cnsrv Svc -3.03 -1.70 -0.13 14.13 -0.16 2.72
Nationwide Inv Dest Mod Cnsrv R2 -3.14 -1.70 -0.18 13.82 -0.42 2.57
Nationwide Inv Dest Mod Cnsrv B -3.15 -1.70 -0.18 13.55 -0.74 2.10
Nationwide Inv Dest Mod Cnsrv A LW -3.05 -1.70 -0.09 14.20 -0.04 2.83
Nationwide Inv Dest Mod Cnsrv A -3.05 -1.70 -0.09 14.20 -0.04 2.83
JHancock2 Lifestyle Moderate R4 -3.43 -1.70 0.96 26.73 -0.52 ---
JHancock2 Lifestyle Moderate R3 -3.43 -1.70 0.97 26.45 -0.77 ---
JHancock2 Lifestyle Moderate R1 -3.43 -1.70 0.94 26.24 -0.78 ---
JHancock2 Lifestyle Moderate A LW -3.42 -1.70 1.08 26.90 -0.43 ---
JHancock2 Lifestyle Moderate A -3.42 -1.70 1.08 26.90 -0.43 ---
Fifth Third LifeModel Mod Cons Instl -3.34 -1.70 0.19 17.96 -2.22 1.66
USAA Growth and Tax Strategy -3.13 -1.71 1.13 19.03 -2.66 1.86
AllianceBern Cnsrv Wlth Strat B -3.19 -1.71 -0.08 18.08 -1.63 1.85
HighMark Income Plus Allocation C -3.13 -1.72 0.33 15.96 -0.98 1.52
Hartford Conservative Allocation R3 -3.47 -1.72 0.92 23.37 -0.41 ---
Hartford Conservative Allocation C -3.39 -1.72 0.80 23.11 -0.68 2.17
BB&T Capital Manager Conservative Gr I -3.49 -1.72 0.44 18.86 -0.11 2.71
SSgA Life Solutions Income and Gr Instl -3.15 -1.74 -0.20 13.37 -2.45 1.11
SC Ibbotson Moderate Service -3.24 -1.74 0.28 19.09 --- ---
BB&T Capital Manager Cnsrv Gr B -3.53 -1.74 0.16 17.67 -1.08 1.69
BB&T Capital Manager Cnsrv Gr A LW -3.42 -1.74 0.38 18.44 -0.36 2.46
BB&T Capital Manager Cnsrv Gr A -3.42 -1.74 0.38 18.44 -0.36 2.46
RiverSource Port Builder Mod Cnsrv A LW -3.35 -1.75 0.39 19.50 0.61 3.23
RiverSource Port Builder Mod Cnsrv A -3.35 -1.75 0.39 19.50 0.61 3.23
Principal SAM Conservative Bal R5 -3.25 -1.75 1.18 21.13 0.70 ---
Principal SAM Conservative Bal Inst -3.25 -1.75 1.21 21.39 0.94 ---
Hartford Balanced Income B -3.15 -1.75 1.00 22.85 -0.41 ---
Hartford Balanced Income A Load Waived -3.14 -1.75 1.10 23.73 0.32 ---
Hartford Balanced Income A -3.14 -1.75 1.10 23.73 0.32 ---
Vanguard Tax-Managed Balanced -3.21 -1.76 1.11 15.83 -0.35 2.71
SSgA Life Solutions Income and Growth R -3.09 -1.76 -0.30 12.92 -2.94 0.59
RiverSource Port Builder Mod Cnsrv C -3.36 -1.76 0.22 18.75 -0.13 2.48
RiverSource Port Builder Mod Cnsrv B -3.36 -1.76 0.21 18.66 -0.16 2.46
Evergreen Diversified Income Builder A -4.02 -1.76 1.22 20.90 -1.57 -0.08
Evergreen Diversified Income Builde A LW -4.02 -1.76 1.22 20.90 -1.57 -0.08
AllianceBern Tx Mgd Cnsrv Wlth Strat A -2.84 -1.76 -0.05 11.00 0.03 2.22
AllianceBern Tx Mgd Cnsrv Wlth Stra A LW -2.84 -1.76 -0.05 11.00 0.03 2.22
JHancock2 Lifestyle Moderate C -3.51 -1.78 0.82 25.92 -1.18 ---
Federated Muni and Stock Advantage F -2.83 -1.78 0.21 11.27 --- ---
Federated Muni and Stock Advantage A LW -2.83 -1.78 0.19 11.15 -1.89 2.03
Federated Muni and Stock Advantage A -2.83 -1.78 0.19 11.15 -1.89 2.03
Evergreen Diversified Income Builder I -4.08 -1.78 1.29 21.56 -1.43 0.10
JHancock2 Lifestyle Moderate B -3.51 -1.79 0.79 25.83 -1.28 ---
RiverSource Income Builder Enh Inc B -3.12 -1.80 1.49 25.69 -0.28 ---
MFS Diversified Income R4 -3.23 -1.80 2.45 31.14 --- ---
Fidelity Advisor Asset Manager 40% T -3.53 -1.80 0.49 22.74 --- ---
Fidelity Advisor Asset Manager 40% B -3.63 -1.80 0.46 22.11 --- ---
RiverSource Income Builder Mod Inc C -3.32 -1.81 1.19 21.46 -0.55 ---
AllianceBern Tx Mgd Cnsrv Wlth Strat B -2.86 -1.81 -0.32 10.22 -0.67 1.50
Rydex/SGI All-Asset Cnsrv Strat A LW -3.29 -1.82 -0.74 9.86 -0.65 ---
Rydex/SGI All-Asset Cnsrv Strat A -3.29 -1.82 -0.74 9.86 -0.65 ---
RiverSource Income Builder Mod Inc B -3.34 -1.82 1.26 21.52 -0.55 ---
Nationwide Inv Dest Mod Cnsrv C -3.16 -1.82 -0.28 13.50 -0.76 2.11
Fifth Third LifeModel Mod Cons C -3.36 -1.82 -0.10 16.83 -3.18 0.65
Fifth Third LifeModel Mod Cons B -3.36 -1.82 -0.08 16.86 -3.18 0.65
Fifth Third LifeModel Mod Cons A LW -3.35 -1.82 0.12 17.71 -2.48 1.40
Fifth Third LifeModel Mod Cons A -3.35 -1.82 0.12 17.71 -2.48 1.40
MFS Diversified Income R3 -3.25 -1.83 2.39 30.82 --- ---
MFS Diversified Income A Load Waived -3.25 -1.83 2.39 30.82 -0.16 ---
MFS Diversified Income A -3.25 -1.83 2.39 30.82 -0.16 ---
Legg Mason Lifestyle Allocation 50% C -4.19 -1.83 1.57 28.71 -2.30 0.73
Legg Mason Lifestyle Allocation 50% B -4.20 -1.83 1.52 28.28 -2.55 0.50
Principal SAM Conservative Bal A LW -3.33 -1.84 1.13 20.97 0.59 3.19
Principal SAM Conservative Bal A -3.33 -1.84 1.13 20.97 0.59 3.19
JennisonDryden Conservative Allocation A -3.35 -1.84 0.82 21.22 1.27 4.06
JennisonDryden Conservative Allocat A LW -3.35 -1.84 0.82 21.22 1.27 4.06
Evergreen Diversified Income Builder C -4.08 -1.84 1.03 19.97 -2.24 -0.80
Evergreen Diversified Income Builder B -4.07 -1.84 1.03 19.94 -2.28 -0.80
Principal SAM Conservative Bal R2 -3.34 -1.85 1.04 20.68 0.24 ---
Federated Muni and Stock Advantage C -2.90 -1.85 0.00 10.22 -2.66 1.23
Federated Muni and Stock Advantage B -2.99 -1.85 0.00 10.21 -2.66 1.23
Principal SAM Conservative Bal R4 -3.35 -1.86 1.14 21.01 0.54 ---
Principal SAM Conservative Bal R3 -3.35 -1.86 1.11 20.74 0.41 ---
Principal SAM Conservative Bal R1 -3.35 -1.86 1.02 20.41 0.08 ---
Principal SAM Conservative Bal J -3.26 -1.86 1.09 20.87 0.34 ---
MFS Diversified Income R2 -3.28 -1.86 2.32 30.53 --- ---
Hartford Balanced Income C -3.15 -1.86 0.94 22.72 -0.46 ---
BB&T Capital Manager Cnsrv Gr C -3.54 -1.86 0.09 17.55 -1.13 1.67
Rydex/SGI All-Asset Cnsrv Strat C -3.38 -1.87 -0.97 9.04 -1.41 ---
AllianceBern Tx Mgd Cnsrv Wlth Strat C -2.94 -1.89 -0.32 10.21 -0.67 1.50
Vantagepoint Conservative Growth -3.34 -1.90 -0.12 17.11 0.28 2.91
MFS Diversified Income I -3.33 -1.90 2.34 31.14 0.13 ---
Transamerica Asset Allc Cnsrv I -3.65 -1.91 --- --- --- ---
Transamerica Asset Allc Cnsrv A LW -3.66 -1.91 0.07 22.68 0.56 3.39
Transamerica Asset Allc Cnsrv A -3.66 -1.91 0.07 22.68 0.56 3.39
MFS Diversified Income R1 -3.32 -1.91 2.20 29.90 --- ---
MFS Diversified Income C -3.31 -1.91 2.19 29.87 -0.84 ---
Fidelity Advisor Asset Manager 40% C -3.63 -1.91 0.38 22.12 --- ---
Rydex/SGI All-Asset Cnsrv Strat H -3.38 -1.92 -0.84 9.61 -0.69 ---
JennisonDryden Conservative Allocation Z -3.43 -1.92 0.79 21.42 1.51 4.33
JennisonDryden Conservative Allocation R -3.43 -1.92 0.66 20.82 1.11 ---
JennisonDryden Conservative Allocation C -3.45 -1.93 0.64 20.31 0.51 3.28
JennisonDryden Conservative Allocation B -3.45 -1.93 0.64 20.31 0.51 3.28
Ibbotson Inc and Gr ETF Asset Allc II -3.41 -1.93 -0.42 14.65 --- ---
Principal SAM Conservative Bal B -3.43 -1.95 0.91 20.03 -0.20 2.39
Principal SAM Conservative Bal C -3.35 -1.96 0.95 20.12 -0.14 2.43
Fidelity Income Replacement 2020 -3.68 -1.96 0.48 21.10 --- ---
Fidelity Advisor Income Repl 2020 I -3.68 -1.96 0.48 21.10 --- ---
Fidelity Advisor Income Repl 2020 A LW -3.70 -1.97 0.40 20.80 --- ---
Fidelity Advisor Income Repl 2020 A -3.70 -1.97 0.40 20.80 --- ---
Transamerica Asset Allc Cnsrv R -3.72 -1.99 -0.04 22.26 0.35 ---
VALIC Company II Cnsrv Gr Lifestyle -3.84 -2.01 0.90 21.18 0.40 3.84
Transamerica Asset Allc Cnsrv C -3.77 -2.01 -0.10 21.90 -0.04 2.75
Transamerica Asset Allc Cnsrv B -3.76 -2.01 -0.12 21.81 -0.08 2.71
Natixis Income Diversified A LW -3.06 -2.01 3.12 36.45 -3.06 ---
Natixis Income Diversified A -3.06 -2.01 3.12 36.45 -3.06 ---
Fidelity Advisor Income Repl 2020 T -3.74 -2.01 0.33 20.45 --- ---
Fidelity Advisor Income Repl 2020 C -3.77 -2.04 0.23 19.90 --- ---
Wells Fargo Advantage Mod Balanced Adm -3.81 -2.08 0.58 20.85 -1.93 1.75
Natixis Income Diversified C -3.03 -2.08 2.93 35.53 -3.76 ---
Fallen Angels Income -3.97 -2.10 2.18 22.91 -6.08 ---
Aberdeen Optimal Allocations Def I -3.75 -2.11 -0.84 15.53 2.41 ---
Aberdeen Optimal Allocations Def A LW -3.75 -2.11 -0.88 15.38 2.24 ---
Aberdeen Optimal Allocations Def A -3.75 -2.11 -0.88 15.38 2.24 ---
Fidelity Advisor Strategic Real Return I -3.37 -2.12 2.21 25.21 -0.61 ---
Nuveen Conservative Allocation I -4.05 -2.14 0.20 22.25 -0.12 3.23
ING Strat Allocation Cnsrv Port I -3.91 -2.14 0.31 20.21 -2.72 0.90
Wells Fargo Advantage Mod Balanced A LW -3.83 -2.15 0.48 20.55 -2.17 1.51
Wells Fargo Advantage Mod Balanced A -3.83 -2.15 0.48 20.55 -2.17 1.51
American Century Strat Allc: Cnsrv R -3.47 -2.15 -0.72 13.08 -0.50 ---
American Century Strat Allc: Cnsrv Inst -3.47 -2.15 -0.57 14.03 0.24 2.99
American Century Strat Allc: Cnsrv C -3.47 -2.15 -0.82 12.56 -0.99 1.74
American Century Strat Allc: Cnsrv B -3.47 -2.15 -0.82 12.56 -0.99 1.78
ING Strat Allocation Cnsrv Port S -3.94 -2.16 0.21 20.02 -2.96 ---
Nuveen Conservative Allocation A LW -4.03 -2.17 0.16 21.97 -0.37 2.97
Nuveen Conservative Allocation A -4.03 -2.17 0.16 21.97 -0.37 2.97
ING Strategic Allocation Conservative I -3.82 -2.19 0.26 19.56 -2.98 0.63
Franklin Templeton Cnsrv Target A LW -3.86 -2.20 -0.09 17.79 1.74 4.44
Franklin Templeton Cnsrv Target A -3.86 -2.20 -0.09 17.79 1.74 4.44
ING Strategic Allocation Conservative A -3.87 -2.21 0.15 19.22 -3.22 0.39
ING Strategic Allocation Conservati A LW -3.87 -2.21 0.15 19.22 -3.22 0.39
Goldman Sachs Balanced Instl -4.32 -2.21 1.47 24.92 -1.19 2.74
Franklin Income Adv -4.21 -2.21 3.44 32.79 -1.67 3.43
Wells Fargo Advantage Mod Balanced C -3.91 -2.22 0.28 19.64 -2.91 0.74
Nuveen Conservative Allocation R3 -4.09 -2.22 0.08 21.65 --- ---
Fidelity Income Replacement 2022 -4.07 -2.22 0.33 21.91 --- ---
Fidelity Advisor Income Repl 2022 I -4.07 -2.22 0.35 21.91 --- ---
Aberdeen Optimal Allocations Def C -3.77 -2.22 -0.98 14.54 1.50 ---
Aberdeen Optimal Allocations Def B -3.87 -2.22 -1.09 14.39 1.45 ---
Teberg -4.89 -2.23 3.31 34.51 -0.10 3.12
Franklin Income A Load Waived -4.66 -2.23 2.85 32.39 -1.81 3.26
Franklin Income A -4.66 -2.23 2.85 32.39 -1.81 3.26
Fidelity Strategic Real Return -3.37 -2.23 2.21 25.18 -0.60 ---
Goldman Sachs Balanced A Load Waived -4.38 -2.24 1.33 24.43 -1.57 2.12
Goldman Sachs Balanced A -4.38 -2.24 1.33 24.43 -1.57 2.12
Fidelity Strategic Real Return F -3.37 -2.24 2.12 --- --- ---
Fidelity Advisor Strategic Real Return T -3.38 -2.24 2.02 24.90 -0.92 ---
Fidelity Advisor Strategic Real Return B -3.38 -2.24 1.96 24.13 -1.56 ---
Fidelity Advisor Strategic Real Return A -3.38 -2.24 2.02 24.97 -0.91 ---
Fidelity Advisor Strategic Real Ret A LW -3.38 -2.24 2.02 24.97 -0.91 ---
Fidelity Advisor Income Repl 2022 A LW -4.08 -2.24 0.28 21.63 --- ---
Fidelity Advisor Income Repl 2022 A -4.08 -2.24 0.28 21.63 --- ---
American Century One Choice: Cnsrv -3.65 -2.24 -0.40 15.90 0.11 3.06
ING Strat Allocation Cnsrv Port Adv -4.02 -2.25 0.21 20.29 -3.02 ---
Fidelity Advisor Strategic Real Return C -3.39 -2.25 1.97 24.04 -1.65 ---
Nuveen Conservative Allocation B -4.11 -2.26 -0.03 21.05 -1.12 2.19
Wells Fargo Advantage Mod Balanced B -3.95 -2.27 0.25 19.56 -2.93 0.73
Nuveen Conservative Allocation C -4.12 -2.27 -0.04 21.08 -1.12 2.20
Fidelity Advisor Income Repl 2022 T -4.10 -2.28 0.22 21.29 --- ---
Franklin Templeton Cnsrv Target R -3.88 -2.29 -0.15 17.48 1.49 4.19
Franklin Income C -4.20 -2.29 3.20 32.19 -2.28 2.73
T. Rowe Price Personal Strat Income -3.99 -2.30 -0.01 23.09 1.01 3.85
Goldman Sachs Balanced B -4.41 -2.31 1.15 23.53 -2.31 1.38
Franklin Templeton Cnsrv Target C -3.92 -2.31 -0.28 16.85 1.00 3.66
Franklin Income R -4.27 -2.31 3.32 32.35 -2.15 2.94
Delaware Foundation Cnsrv Allc B -4.12 -2.31 0.13 23.24 1.71 3.47
Compass EMP Multi-Asset Balanced C -3.66 -2.31 -0.46 19.08 --- ---
Compass EMP Multi-Asset Balanced A LW -3.66 -2.31 -0.30 19.98 --- ---
Compass EMP Multi-Asset Balanced A -3.66 -2.31 -0.30 19.98 --- ---
Goldman Sachs Balanced C -4.43 -2.32 1.16 23.48 -2.29 1.38
Delaware Foundation Cnsrv Allc I -4.14 -2.32 0.29 24.35 2.70 4.49
Delaware Foundation Cnsrv Allc A LW -4.15 -2.32 0.27 23.94 2.45 4.24
Delaware Foundation Cnsrv Allc A -4.15 -2.32 0.27 23.94 2.45 4.24
ING Strategic Allocation Conservative C -3.97 -2.33 -0.03 18.37 -3.97 -0.37
Fidelity Advisor Income Repl 2022 C -4.13 -2.33 0.11 20.72 --- ---
ING Strategic Allocation Conservative B -3.99 -2.34 -0.06 18.42 -3.94 -0.37
American Century Strat Allc: Cnsrv Inv -3.66 -2.34 -0.61 13.60 -0.02 2.75
American Century Strat Allc: Cnsrv A LW -3.47 -2.34 -0.67 13.34 -0.26 2.50
American Century Strat Allc: Cnsrv A -3.47 -2.34 -0.67 13.34 -0.26 2.50
ING Strategic Allocation Cons O -4.00 -2.35 0.16 19.35 -3.23 ---
Franklin Income B -4.74 -2.38 2.65 31.50 -2.66 2.31
TCW Conservative Allocation N -4.31 -2.40 -0.14 17.17 1.83 ---
TCW Conservative Allocation I -4.31 -2.40 -0.14 17.17 1.81 ---
GuideStone Funds Balanced Allocation GS4 -4.31 -2.42 0.09 24.18 -0.91 2.77
Fidelity Income Replacement 2024 -4.34 -2.43 0.24 22.54 --- ---
Fidelity Advisor Income Repl 2024 I -4.34 -2.43 0.24 22.54 --- ---
Delaware Foundation Cnsrv Allc R -4.25 -2.43 0.06 23.71 2.16 3.95
ING Franklin Income I -4.57 -2.44 2.57 28.64 -2.56 ---
GuideStone Funds Balanced Allc I GS2 -4.25 -2.44 0.04 24.37 -0.74 2.92
Fidelity Advisor Income Repl 2024 A LW -4.38 -2.45 0.18 22.24 --- ---
Fidelity Advisor Income Repl 2024 A -4.38 -2.45 0.18 22.24 --- ---
Fidelity Advisor Income Repl 2024 T -4.39 -2.48 0.12 21.93 --- ---
MTB Mgd Allocation Conservative Gr A LW -4.23 -2.49 -0.60 16.70 -1.07 1.24
MTB Mgd Allocation Conservative Gr A -4.23 -2.49 -0.60 16.70 -1.07 1.24
MTB Mgd Allocation Conservative Gr B -4.25 -2.50 -0.74 16.12 -1.59 0.67
Fidelity Advisor Income Repl 2024 C -4.42 -2.52 -0.01 21.31 --- ---
Delaware Foundation Cnsrv Allc C -4.34 -2.53 -0.09 22.94 1.64 3.44
Wade Core Destination Investor -3.88 -2.54 -1.07 15.89 --- ---
ING Franklin Income S2 -4.70 -2.56 2.36 27.90 -2.98 ---
ING Franklin Income S -4.59 -2.56 2.35 28.14 -2.82 ---
Federated Capital Income F -4.01 -2.57 0.25 23.87 0.01 4.19
Federated Capital Income A Load Waived -4.01 -2.57 0.25 23.91 0.02 4.19
Federated Capital Income A -4.01 -2.57 0.25 23.91 0.02 4.19
Federated Capital Income B -4.07 -2.63 -0.08 22.95 -0.74 3.40
Federated Capital Income C -4.08 -2.64 -0.08 23.00 -0.73 3.41
BlackRock Income Institutional -4.33 -2.65 1.14 23.87 --- ---
Transamerica Instl Asst Allc Interm Hrzn -4.44 -2.67 -0.18 20.41 -2.76 1.41
Transamerica Asset Allc Interm Horizon -4.46 -2.68 -0.26 20.18 -3.06 1.09
JHT Income Trust NAV -4.57 -2.68 1.90 30.80 --- ---
ING Franklin Income Adv -4.72 -2.68 2.14 27.12 -3.38 ---
Wells Fargo Advantage WB Mod Balanced -4.63 -2.76 -0.48 21.62 -2.00 1.63
BlackRock Income Investor C -4.45 -2.76 0.89 22.62 --- ---
BlackRock Income Investor A Load Waived -4.34 -2.76 1.08 23.45 --- ---
BlackRock Income Investor A -4.34 -2.76 1.08 23.45 --- ---
Goldman Sachs Balanced Strategy Svc -4.67 -2.79 -0.66 18.67 -1.73 2.64
Goldman Sachs Balanced Strat IR -4.68 -2.80 -0.56 19.19 --- ---
Goldman Sachs Balanced Strat Instl -4.67 -2.80 -0.54 19.30 -1.22 3.16
Goldman Sachs Balanced Strat R -4.69 -2.81 -0.67 18.57 --- ---
Franklin Income B1 -4.71 -2.81 2.67 31.71 -2.32 2.73
AllianceBern Tx Mgd Bal Wlth St Adv -4.56 -2.84 -0.74 15.46 -1.68 2.29
SEI Asset Allc Diversified Moderate Gr A -4.73 -2.87 -0.24 20.62 -6.05 0.06
Permanent Portfolio -5.25 -2.87 -1.35 17.45 5.21 8.36
SEI Asset Allc Diversified Moderate Gr I -4.74 -2.88 -0.30 20.19 -6.30 -0.19
Goldman Sachs Balanced Strat B -4.78 -2.90 -0.83 17.97 -2.36 1.98
Goldman Sachs Balanced Strat A LW -4.78 -2.90 -0.64 18.72 -1.64 2.72
Goldman Sachs Balanced Strat A -4.78 -2.90 -0.64 18.72 -1.64 2.72
SEI Asset Allc Diversified Moderate Gr D -4.85 -2.99 -0.48 19.40 -6.99 -0.94
AllianceBern Tx Mgd Bal Wlth St C -4.63 -3.00 -0.99 14.36 -2.65 1.26
Goldman Sachs Balanced Strat C -4.88 -3.01 -0.93 17.86 -2.38 1.96
Dreyfus LifeTime Growth & Income R -4.62 -3.01 0.61 19.17 -2.21 2.22
Dreyfus LifeTime Growth & Income Inv -4.64 -3.01 0.61 18.77 -2.53 1.91
AllianceBern Tx Mgd Bal Wlth St B -4.65 -3.01 -0.99 14.29 -2.66 1.25
AllianceBern Tx Mgd Bal Wlth St A LW -4.65 -3.01 -0.90 15.04 -1.97 1.96
AllianceBern Tx Mgd Bal Wlth St A -4.65 -3.01 -0.90 15.04 -1.97 1.96
ING Solution Growth and Income I -4.92 -3.05 -0.45 20.54 --- ---
ING Solution Growth and Income S -4.86 -3.08 -0.34 20.38 --- ---
ING Solution Growth and Income Adv -4.98 -3.20 -0.45 19.80 --- ---
CNI Charter Multi-Asset I -5.00 -3.20 -1.33 11.59 --- ---
CNI Charter Multi-Asset N -5.01 -3.30 -1.49 11.33 --- ---
Aston Dynamic Allocation N -6.56 -4.58 -2.28 14.93 --- ---
Wilmington Multi-Manager Real Asset Inst -6.57 -5.55 -2.94 11.75 -2.81 5.25
Wilmington Multi-Manager Real Asset A LW -6.66 -5.56 -3.01 11.37 -3.06 ---
Wilmington Multi-Manager Real Asset A -6.66 -5.56 -3.01 11.37 -3.06 ---
Aberdeen Optimal Allocations Def R --- --- --- --- --- ---
Aberdeen Optimal Allocations Def IS --- --- --- --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2010 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow
Stocks by: Title|Ticker|Popularity|Interest
Stock groups by: Popularity|Interest|Favorites|Title
Funds by: Title|Symbol|Popularity|Interest
Fund groups by: Popularity|Interest|Favorites|Title
Articles by: Title|Date|Popularity|Interest
Article groups by: Popularity|Interest|Favorites|Title