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Data through 11/20/2009. 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 0.11 19.04 5.32 30.67 0.45 2.78
API Efficient Frontier Income A LW -1.07 48.21 8.69 68.96 7.85 5.09
API Efficient Frontier Income A -1.07 48.21 8.69 68.96 7.85 5.09
API Efficient Frontier Income C -1.18 47.23 8.36 67.63 6.84 4.06
Fifth Third Strategic Inc Inv C 1.07 40.45 6.68 50.91 0.19 1.83
Fifth Third Strategic Inc Instl 1.14 32.97 6.99 52.39 1.17 2.83
Lord Abbett Div Income Strategy I 0.56 32.90 7.67 45.78 2.32 ---
Lord Abbett Div Income Strategy R2 0.43 32.87 7.65 45.73 --- ---
Fifth Third Strategic Inc A Load Waived 1.12 32.77 6.94 52.18 0.77 2.50
Fifth Third Strategic Inc A 1.12 32.77 6.94 52.18 0.77 2.50
Lord Abbett Div Income Strategy F 0.48 32.67 7.63 45.59 --- ---
Lord Abbett Div Income Strategy A LW 0.53 32.50 7.64 44.35 1.39 ---
Lord Abbett Div Income Strategy A 0.53 32.50 7.64 45.33 1.96 ---
Lord Abbett Div Income Strategy P 0.45 32.34 7.56 45.02 1.87 ---
Teberg 0.20 32.23 7.80 42.14 0.43 3.14
Lord Abbett Div Income Strategy R3 0.52 32.22 7.61 44.97 --- ---
Fifth Third Strategic Inc B 1.06 31.90 6.73 51.06 0.07 1.75
Lord Abbett Div Income Strategy B 0.48 31.71 7.41 44.29 1.28 ---
Evergreen Diversified Income Builder I -0.34 31.68 6.89 45.91 -1.15 0.25
Lord Abbett Div Income Strategy C 0.40 31.67 7.41 44.24 1.27 ---
Putnam Income Strategies Y 0.76 31.17 6.44 51.54 -0.10 ---
Putnam Income Strategies A Load Waived 0.74 30.95 6.37 51.03 -0.33 2.44
Putnam Income Strategies A 0.74 30.95 6.37 51.03 -0.33 2.44
JHT Income Trust NAV 0.10 30.77 7.01 46.79 --- ---
Evergreen Diversified Income Builder A -0.35 30.75 6.71 44.50 -1.30 0.03
Evergreen Diversified Income Builde A LW -0.35 30.75 6.71 43.37 -1.56 -0.17
Putnam Income Strategies B 0.69 30.25 6.20 50.11 -1.09 ---
Putnam Income Strategies C 0.69 30.11 6.20 49.89 -1.08 ---
Franklin Income Adv 0.15 30.00 6.82 49.10 -0.85 3.65
Evergreen Diversified Income Builder C -0.41 29.83 6.49 43.34 -2.02 -0.69
Evergreen Diversified Income Builder B -0.41 29.77 6.48 43.61 -2.01 -0.68
Putnam Asset Allocation: Conservative Y 0.98 29.70 7.72 44.59 0.84 3.33
Franklin Income A Load Waived 0.14 29.63 6.75 48.52 -0.99 3.48
Franklin Income A 0.14 29.63 6.75 48.52 -0.99 3.48
Franklin Income R 0.11 29.61 6.73 48.72 -1.20 3.16
Franklin Income C 0.10 29.52 7.11 48.19 -1.46 3.04
Franklin Income B 0.06 29.50 7.07 48.40 -1.68 2.72
Natixis Income Diversified A LW 1.02 29.45 8.85 50.54 -1.82 ---
Natixis Income Diversified A 1.02 29.45 8.85 50.54 -1.82 ---
Thrivent Diversified Income Plus I 0.76 29.35 7.42 40.83 0.00 3.36
Putnam Asset Allocation: Conservative A 0.96 29.26 7.79 44.08 0.48 2.99
Putnam Asset Allocation: Conservati A LW 0.96 29.26 7.79 44.08 0.48 2.99
Putnam Asset Allocation: Conservative R 0.92 29.25 7.57 44.03 0.43 3.00
Franklin Income B1 0.09 29.09 6.60 47.83 -1.49 2.96
Thrivent Diversified Income Plus A LW 0.72 28.99 7.47 40.29 -0.45 2.93
Thrivent Diversified Income Plus A 0.72 28.99 7.47 40.29 -0.45 2.93
Columbia Thermostat Z -0.57 28.99 8.89 57.26 -0.51 3.02
Putnam Asset Allocation: Conservative M 0.92 28.79 7.60 43.40 0.01 2.50
Columbia Thermostat A Load Waived -0.56 28.72 8.91 57.01 -0.74 2.77
Columbia Thermostat A -0.56 28.72 8.91 57.01 -0.74 2.77
IMS Strategic Income 1.09 28.65 11.57 33.69 -7.38 -0.69
Putnam Asset Allocation: Conservative B 0.89 28.62 7.51 43.19 -0.18 2.26
Natixis Income Diversified C 0.90 28.47 8.60 49.49 -2.55 ---
Putnam Asset Allocation: Conservative C 0.78 28.34 7.53 42.88 -0.25 2.27
Columbia Thermostat B -0.56 28.25 8.77 56.24 -1.24 2.21
Berwyn Income 0.87 27.94 5.66 35.85 7.17 6.65
Columbia Thermostat C -0.56 27.85 8.67 55.86 -1.51 1.99
Legg Mason Lifestyle Allocation 30% A LW 0.19 27.80 6.59 41.95 0.62 2.31
Legg Mason Lifestyle Allocation 30% A 0.19 27.80 6.59 41.95 0.62 2.31
MFS Diversified Income R4 0.71 27.59 8.42 48.97 --- ---
Direxion Spectrum Select Alternative Svc 0.28 27.54 6.49 30.19 5.07 4.70
MFS Diversified Income I 0.60 27.43 8.42 48.97 1.54 ---
Legg Mason Lifestyle Allocation 30% C 0.19 27.33 6.55 41.29 0.23 1.88
MFS Diversified Income R3 0.68 27.31 8.35 48.61 --- ---
MFS Diversified Income A Load Waived 0.68 27.30 8.35 48.59 1.25 ---
MFS Diversified Income A 0.68 27.30 8.35 48.59 1.25 ---
ING Franklin Income I 0.00 27.12 6.46 42.55 -1.87 ---
Legg Mason Lifestyle Allocation 30% B 0.09 27.10 6.40 40.92 0.05 1.74
MFS Diversified Income R2 0.66 27.07 8.29 48.31 --- ---
ING Franklin Income S 0.00 26.60 6.36 42.01 -2.10 ---
ING Franklin Income S2 0.00 26.50 6.37 41.94 -2.22 ---
JHancock2 Lifestyle Moderate 1 0.08 26.43 6.73 40.18 0.99 ---
RiverSource Income Builder Enh Inc A LW 0.53 26.42 6.37 34.43 1.72 ---
RiverSource Income Builder Enh Inc A 0.53 26.42 6.37 34.43 1.72 ---
Federated Capital Income A Load Waived 0.42 26.41 7.24 40.77 1.38 5.14
Federated Capital Income A 0.42 26.41 7.24 40.77 1.38 5.14
JHancock2 Lifestyle Moderate 5 0.08 26.37 6.75 40.29 1.04 ---
Federated Capital Income F 0.42 26.36 7.24 40.72 1.42 5.14
MFS Diversified Income R1 0.62 26.35 8.16 47.60 --- ---
MFS Diversified Income C 0.51 26.35 8.16 47.59 0.52 ---
ING Franklin Income Adv -0.11 26.35 6.01 41.06 --- ---
JHancock2 Lifestyle Moderate R5 0.08 26.12 6.67 39.93 0.87 ---
JHancock2 Lifestyle Moderate A LW 0.00 25.85 6.62 39.67 0.58 ---
JHancock2 Lifestyle Moderate A 0.00 25.85 6.62 39.67 0.58 ---
JHancock2 Lifestyle Moderate R4 0.00 25.74 6.59 39.40 0.51 ---
RiverSource Income Builder Enh Inc C 0.51 25.63 6.21 33.43 0.95 ---
Federated Capital Income C 0.35 25.63 7.04 39.73 0.67 4.35
RiverSource Income Builder Enh Inc B 0.50 25.58 6.18 33.38 0.96 ---
Federated Capital Income B 0.35 25.58 7.03 39.64 0.66 4.34
First American Strategy Cnsrv Allc Y 0.30 25.57 6.18 39.20 2.40 4.23
JHancock2 Lifestyle Moderate R1 0.00 25.51 6.57 39.05 0.29 ---
JHancock2 Lifestyle Moderate R3 0.00 25.44 6.51 38.95 0.23 ---
JHT Lifestyle Moderate Ser I 0.00 25.40 6.60 39.04 0.49 3.43
First American Strategy Cnsrv Allc A LW 0.18 25.33 6.12 34.76 -0.51 2.34
First American Strategy Cnsrv Allc A 0.18 25.33 6.12 38.83 2.14 3.97
Fidelity Advisor Strategic Real Return I 0.48 25.23 6.23 31.96 -0.14 ---
Fidelity Strategic Real Return 0.36 25.20 6.22 31.91 -0.13 ---
JHancock2 Lifestyle Moderate C 0.00 25.10 6.44 38.58 -0.14 ---
JHancock2 Lifestyle Moderate B 0.00 25.04 6.42 38.49 -0.23 ---
First American Strategy Cnsrv Allc R 0.16 24.98 6.06 38.55 1.88 3.69
Fidelity Advisor Strategic Real Return A 0.36 24.90 6.05 31.52 -0.40 ---
Fidelity Advisor Strategic Real Ret A LW 0.36 24.90 6.05 31.52 -0.40 ---
Fidelity Advisor Strategic Real Return T 0.36 24.83 6.17 31.42 -0.41 ---
Fallen Angels Income -0.99 24.47 4.78 38.83 -6.18 ---
First American Strategy Cnsrv Allc C 0.12 24.42 5.86 37.81 1.36 3.18
First American Strategy Cnsrv Allc B 0.12 24.37 5.86 37.75 1.35 3.17
Fidelity Advisor Strategic Real Return B 0.36 24.28 6.01 30.75 -1.05 ---
Hartford Conservative Allocation I 0.10 24.26 6.00 35.59 1.20 ---
Hartford Conservative Allocation R5 0.10 24.23 5.99 35.60 --- ---
Fidelity Asset Manager 40% -0.34 24.18 5.75 36.16 --- ---
Fidelity Advisor Asset Manager 40% I -0.34 24.18 5.75 36.16 --- ---
Fidelity Advisor Strategic Real Return C 0.36 24.04 5.91 30.51 -1.19 ---
Hartford Conservative Allocation A LW 0.10 23.99 5.92 35.24 0.93 3.37
Hartford Conservative Allocation A 0.10 23.99 5.92 35.24 0.93 3.37
Hartford Conservative Allocation R4 0.10 23.98 5.92 35.25 --- ---
T. Rowe Price Personal Strat Income -0.07 23.95 5.89 37.63 2.25 4.57
Fidelity Advisor Asset Manager 40% A LW -0.34 23.88 5.70 35.78 --- ---
Fidelity Advisor Asset Manager 40% A -0.34 23.88 5.70 35.78 --- ---
Delaware Foundation Cnsrv Allc I 0.10 23.68 6.90 37.05 3.85 5.26
Fidelity Advisor Asset Manager 40% T -0.45 23.59 5.63 35.55 --- ---
Transamerica Asset Allocation - Cnsrv A 0.09 23.45 6.39 37.41 1.73 4.05
Transamerica Asset Allocation - Cns A LW 0.09 23.45 6.39 37.41 1.73 4.05
Hartford Conservative Allocation R3 0.00 23.45 5.82 34.68 --- ---
Delaware Foundation Cnsrv Allc A LW 0.00 23.45 6.80 36.64 3.60 4.99
Delaware Foundation Cnsrv Allc A 0.00 23.45 6.80 36.64 3.60 4.99
Hartford Conservative Allocation B 0.00 23.20 5.73 34.27 0.18 2.64
Delaware Foundation Cnsrv Allc R 0.00 23.20 6.70 36.35 3.34 4.73
Hartford Conservative Allocation C 0.10 23.19 5.85 34.46 0.22 2.67
Pioneer Ibbotson Conservative Allc A LW 0.30 23.04 5.46 31.09 1.07 ---
Pioneer Ibbotson Conservative Allc A 0.30 23.04 5.46 31.09 1.07 ---
Transamerica Asset Allocation - Cnsrv R 0.00 23.02 6.26 37.13 1.55 ---
Fidelity Advisor Asset Manager 40% B -0.45 22.97 5.51 34.85 --- ---
Fidelity Advisor Asset Manager 40% C -0.45 22.94 5.50 34.83 --- ---
Transamerica Asset Allocation - Cnsrv C 0.00 22.74 6.28 36.75 1.13 3.42
Transamerica Asset Allocation - Cnsrv B 0.00 22.68 6.26 36.64 1.08 3.38
Russell LifePoints Mod Strat R1 0.10 22.68 6.41 36.69 0.49 ---
Compass EMP Cnsrv To Mod A Load Waived -0.25 22.66 5.15 --- --- ---
Compass EMP Cnsrv To Mod A -0.25 22.66 5.15 --- --- ---
Delaware Foundation Cnsrv Allc B 0.00 22.63 6.67 35.63 2.83 4.21
Delaware Foundation Cnsrv Allc C 0.00 22.62 6.59 35.69 2.80 4.21
Russell LifePoints Mod Strat S 0.00 22.53 6.30 36.71 0.45 3.36
Fidelity Income Replacement 2026 -0.30 22.45 6.21 38.03 --- ---
Fidelity Advisor Income Repl 2026 I -0.30 22.45 6.21 38.03 --- ---
BlackRock Income Institutional 0.60 22.39 7.11 31.44 --- ---
Russell LifePoints Mod Strat A LW 0.10 22.37 6.24 34.74 -1.53 1.85
Russell LifePoints Mod Strat A 0.10 22.37 6.24 36.52 0.23 3.12
Russell LifePoints Mod Strat R2 0.10 22.36 6.23 36.51 0.21 ---
Russell LifePoints Mod Strat E 0.00 22.36 6.23 36.33 0.19 3.11
JennisonDryden Conservative Allocation Z -0.09 22.26 5.75 36.88 2.39 4.79
Fidelity Asset Manager 30% -0.16 22.25 5.00 31.32 --- ---
Fidelity Advisor Asset Manager 30% I -0.16 22.25 5.00 31.32 --- ---
Goldman Sachs Balanced Instl 0.88 22.20 8.13 40.18 -0.18 3.46
BlackRock Income Investor A Load Waived 0.56 22.19 6.94 31.18 --- ---
BlackRock Income Investor A 0.56 22.19 6.94 31.18 --- ---
Fidelity Advisor Income Repl 2026 A LW -0.32 22.16 6.12 37.69 --- ---
Fidelity Advisor Income Repl 2026 A -0.32 22.16 6.12 37.69 --- ---
Pioneer Ibbotson Conservative Allc B 0.20 22.08 5.24 29.96 0.17 ---
JHancock2 Lifestyle Conservative 1 0.49 22.06 5.71 31.73 3.32 ---
Fidelity Advisor Income Repl 2024 I -0.26 22.04 6.07 36.99 --- ---
Russell LifePoints Mod Strat R3 0.00 22.03 6.12 36.04 -0.07 2.84
JennisonDryden Conservative Allocation A -0.19 22.02 5.62 36.57 2.12 4.48
JennisonDryden Conservative Allocat A LW -0.19 22.02 5.62 36.57 2.12 4.48
Fidelity Income Replacement 2024 -0.26 22.01 6.05 36.95 --- ---
Fidelity Advisor Asset Manager 30% A LW -0.08 22.01 4.93 31.00 --- ---
Fidelity Advisor Asset Manager 30% A -0.08 22.01 4.93 31.00 --- ---
Compass EMP Cnsrv To Mod C -0.25 21.94 4.93 --- --- ---
Fidelity Advisor Income Repl 2026 T -0.34 21.91 6.04 37.33 --- ---
Pioneer Ibbotson Conservative Allc C 0.20 21.89 5.15 29.58 0.10 ---
USAA Growth and Tax Strategy -0.08 21.88 6.26 28.09 -2.02 2.50
Columbia LifeGoal Income & Growth Z -0.10 21.86 5.04 33.40 2.35 4.21
Goldman Sachs Balanced A Load Waived 0.89 21.81 8.09 39.67 -0.57 2.85
Goldman Sachs Balanced A 0.89 21.81 8.09 39.67 -0.57 2.85
JHancock2 Lifestyle Conservative R5 0.41 21.77 5.63 31.48 3.16 ---
Fidelity Advisor Asset Manager 30% T -0.10 21.77 4.98 30.88 --- ---
Fidelity Advisor Income Repl 2024 A LW -0.26 21.76 6.01 36.65 --- ---
Fidelity Advisor Income Repl 2024 A -0.26 21.76 6.01 36.65 --- ---
JennisonDryden Conservative Allocation R -0.18 21.69 5.49 36.18 --- ---
JHancock2 Lifestyle Conservative A LW 0.49 21.66 5.69 31.29 2.89 ---
JHancock2 Lifestyle Conservative A 0.49 21.66 5.69 31.29 2.89 ---
Columbia LifeGoal Income & Growth A LW -0.20 21.55 4.93 33.02 2.14 3.98
Columbia LifeGoal Income & Growth A -0.20 21.55 4.93 33.02 2.14 3.98
BlackRock Conservative Prepared Instl -0.10 21.55 5.90 37.34 --- ---
Russell LifePoints Mod Strat C -0.10 21.49 6.02 35.28 -0.55 2.31
Fidelity Advisor Income Repl 2024 T -0.28 21.48 5.94 36.31 --- ---
JHancock2 Lifestyle Conservative R4 0.41 21.41 5.57 31.00 2.83 ---
PL Port Optimization Mod-Cnsrv A LW 0.39 21.40 5.63 35.29 2.05 3.82
PL Port Optimization Mod-Cnsrv A 0.39 21.40 5.63 35.29 2.05 3.82
PL Port Optimization Mod-Cnsrv 529 MT A 0.39 21.40 5.63 35.29 2.05 3.82
PL Port Optimization Mod-Cnsrv 529 A LW 0.39 21.40 5.63 35.29 2.05 3.82
Fidelity Income Replacement 2022 -0.19 21.40 5.87 35.64 --- ---
Fidelity Advisor Income Repl 2022 I -0.19 21.38 5.88 35.65 --- ---
Fidelity Advisor Income Repl 2026 C -0.39 21.37 5.91 36.64 --- ---
Hartford Balanced Income Y 1.04 21.35 7.14 35.96 1.86 ---
Columbia LifeGoal Income & Growth R -0.20 21.33 4.87 32.70 1.88 ---
PL Port Optimization Mod-Cnsrv R 0.39 21.29 5.65 35.12 1.81 ---
Nuveen Conservative Allocation I 0.23 21.28 6.45 39.75 0.93 4.05
SAAT Core Market Strategy I -0.21 21.20 5.49 37.36 -1.50 2.58
RiverSource Income Builder Mod Inc A LW 0.51 21.20 6.14 29.71 1.32 ---
RiverSource Income Builder Mod Inc A 0.51 21.20 6.14 29.71 1.32 ---
JennisonDryden Conservative Allocation C -0.19 21.19 5.45 35.41 1.35 3.70
JennisonDryden Conservative Allocation B -0.19 21.19 5.45 35.57 1.38 3.70
BlackRock Income Investor C 0.44 21.19 6.75 29.98 --- ---
Fidelity Advisor Asset Manager 30% C -0.25 21.14 4.72 30.09 --- ---
Janus Smart Portfolio Conservative J -0.09 21.13 5.19 33.50 4.35 ---
Fidelity Advisor Asset Manager 30% B -0.25 21.12 4.72 30.07 --- ---
BlackRock Conservative Prepared A LW -0.10 21.11 5.82 36.80 --- ---
BlackRock Conservative Prepared A -0.10 21.11 5.82 36.80 --- ---
Fidelity Advisor Income Repl 2022 A LW -0.21 21.10 5.80 35.28 --- ---
Fidelity Advisor Income Repl 2022 A -0.21 21.10 5.80 35.28 --- ---
MFS Conservative Allocation R4 -0.08 21.08 6.00 31.22 3.20 ---
JHancock2 Lifestyle Conservative R3 0.33 21.08 5.43 30.57 2.56 ---
Goldman Sachs Balanced B 0.84 21.05 7.89 38.67 -1.29 2.10
Goldman Sachs Balanced C 0.78 21.00 7.86 38.58 -1.31 2.09
JHancock2 Lifestyle Conservative R1 0.33 20.96 5.46 30.54 2.56 ---
Hartford Balanced Income A Load Waived 1.04 20.96 7.07 35.38 1.53 ---
Hartford Balanced Income A 1.04 20.96 7.07 35.38 1.53 ---
Nuveen Conservative Allocation A LW 0.18 20.94 6.37 35.62 -1.18 2.64
Nuveen Conservative Allocation A 0.18 20.94 6.37 39.25 0.65 3.77
JHT Lifestyle Conservative Ser I 0.41 20.94 5.46 30.77 2.79 4.12
BlackRock Conservative Prepared R -0.10 20.93 5.85 36.67 --- ---
Fidelity Advisor Income Repl 2024 C -0.35 20.92 5.78 35.59 --- ---
MFS Conservative Allocation I -0.08 20.91 5.96 31.09 3.20 4.82
SAAT Core Market Strategy A -0.11 20.90 5.43 36.93 -1.53 2.30
Fidelity Advisor Income Repl 2022 T -0.25 20.85 5.72 34.93 --- ---
Columbia LifeGoal Income & Growth C -0.21 20.85 4.80 32.12 1.39 3.19
Columbia LifeGoal Income & Growth B -0.21 20.85 4.77 32.04 1.38 3.19
JHancock2 Lifestyle Conservative C 0.33 20.83 5.43 30.29 2.13 ---
PL Port Optimization Mod-Cnsrv B 0.29 20.75 5.47 34.62 0.11 2.09
PL Port Optimization Mod-Cnsrv 529 MT B 0.29 20.75 5.47 34.62 1.29 3.16
JHancock2 Lifestyle Conservative B 0.41 20.75 5.40 30.15 2.06 ---
PL Port Optimization Mod-Cnsrv C 0.29 20.74 5.47 34.62 1.28 3.17
PL Port Optimization Mod-Cnsrv 529 MT C 0.29 20.74 5.47 34.62 1.28 3.17
MFS Conservative Allocation A LW -0.08 20.74 5.91 30.87 2.89 4.49
MFS Conservative Allocation A -0.08 20.74 5.91 30.87 2.89 4.49
Nuveen Conservative Allocation R3 0.18 20.71 6.36 38.99 --- ---
MFS Conservative Allocation R3 -0.17 20.66 5.86 30.74 2.91 ---
MFS Conservative Allocation 529A LW -0.08 20.62 5.85 30.69 2.70 4.28
MFS Conservative Allocation 529A -0.08 20.62 5.85 30.69 2.70 4.28
Fidelity Income Replacement 2020 -0.12 20.53 5.64 33.93 --- ---
Fidelity Advisor Income Repl 2020 I -0.12 20.53 5.64 33.93 --- ---
Thrivent Moderately Cnsrv Allocation I -0.40 20.47 5.18 33.79 0.72 ---
MFS Conservative Allocation R2 -0.17 20.46 5.77 30.50 2.63 4.19
RiverSource Income Builder Mod Inc C 0.49 20.43 5.99 28.75 0.57 ---
Van Kampen Asset Allocation Cnsrv I 0.11 20.42 4.99 33.96 0.94 ---
RiverSource Income Builder Mod Inc B 0.37 20.41 5.95 28.74 0.54 ---
BlackRock Conservative Prepared C -0.21 20.40 5.64 36.00 --- ---
Fidelity Advisor Income Repl 2022 C -0.28 20.30 5.60 34.30 --- ---
Fidelity Advisor Income Repl 2020 A LW -0.14 20.25 5.57 33.57 --- ---
Fidelity Advisor Income Repl 2020 A -0.14 20.25 5.57 33.57 --- ---
Hartford Balanced Income B 0.94 20.22 6.93 34.40 0.78 ---
Van Kampen Asset Allocation Cnsrv A LW 0.11 20.20 5.05 33.81 0.72 ---
Van Kampen Asset Allocation Cnsrv A 0.11 20.20 5.05 33.81 0.72 ---
Nuveen Conservative Allocation B 0.12 20.19 6.16 38.27 -0.10 3.00
Thrivent Moderately Cnsrv Allocation A -0.50 20.18 5.02 33.40 0.46 ---
Thrivent Moderately Cnsrv Allocatio A LW -0.50 20.18 5.02 33.40 0.46 ---
Nuveen Conservative Allocation C 0.12 20.16 6.17 38.25 -0.10 3.00
Hartford Balanced Income C 0.94 20.16 6.93 34.35 0.74 ---
Principal SAM Conservative Bal Inst 0.21 20.11 5.78 32.02 --- ---
SEI Asset Allc Diversified Moderate Gr A -0.41 20.08 5.86 39.80 -4.48 0.87
Wells Fargo Advantage Mod Balanced Adm 0.00 20.00 5.78 32.16 -1.00 2.19
MFS Conservative Allocation C -0.17 19.98 5.72 29.85 2.20 3.80
Fidelity Advisor Income Repl 2020 T -0.16 19.97 5.51 33.23 --- ---
MFS Conservative Allocation R1 -0.17 19.92 5.73 29.86 2.16 ---
Principal SAM Conservative Bal R5 0.21 19.90 5.71 31.71 --- ---
MFS Conservative Allocation B -0.17 19.90 5.70 29.87 2.19 3.79
MainStay Conservative Allocation I 0.00 19.90 5.26 31.76 2.37 ---
Permanent Portfolio 1.19 19.84 9.68 40.46 7.61 8.66
Principal SAM Conservative Bal R4 0.21 19.82 5.69 31.73 --- ---
MFS Conservative Allocation 529C -0.17 19.81 5.77 29.74 2.03 3.60
MainStay Conservative Allocation Inv 0.10 19.77 5.22 31.44 --- ---
Wells Fargo Advantage Mod Balanced A LW 0.00 19.75 5.69 30.26 -5.28 -2.12
Wells Fargo Advantage Mod Balanced A 0.00 19.75 5.69 31.82 -1.24 1.95
SEI Asset Allc Diversified Moderate Gr I -0.41 19.74 5.81 39.50 -4.73 0.60
MFS Conservative Allocation 529B -0.26 19.71 5.68 29.62 2.01 3.57
Principal SAM Flexible Income Inst 0.38 19.68 5.09 28.81 --- ---
MainStay Conservative Allocation A LW 0.00 19.68 5.23 29.81 0.76 ---
MainStay Conservative Allocation A 0.00 19.68 5.23 31.51 2.11 ---
Principal SAM Conservative Bal A LW 0.10 19.66 5.66 25.96 -1.38 1.81
Principal SAM Conservative Bal A 0.10 19.66 5.66 31.64 1.51 3.65
Principal SAM Conservative Bal J 0.21 19.60 5.67 31.47 --- ---
Transamerica Instl Asst Allc Interm Hrzn -0.12 19.59 6.16 35.92 -1.46 2.16
HSBC Investor Wld Sel Cnsrv Gr Strat A -0.68 19.54 5.35 31.42 0.10 ---
HSBC Investor Wld Sel Cnsrv Gr Stra A LW -0.68 19.54 5.35 31.42 0.10 ---
Principal SAM Flexible Income R5 0.47 19.50 5.15 28.55 --- ---
Russell LifePoints Cnsrv Strat R1 0.60 19.47 5.24 28.39 --- ---
Principal SAM Conservative Bal R2 0.21 19.47 5.60 31.24 --- ---
Russell LifePoints Cnsrv Strat S 0.50 19.46 5.24 28.23 2.46 3.54
Principal SAM Conservative Bal R3 0.10 19.46 5.54 31.44 --- ---
Van Kampen Asset Allocation Cnsrv B 0.11 19.43 4.75 32.78 -0.02 ---
Fidelity Advisor Income Repl 2020 C -0.22 19.43 5.36 32.55 --- ---
Van Kampen Asset Allocation Cnsrv C -0.11 19.40 4.73 32.70 -0.04 ---
Principal SAM Flexible Income A LW 0.38 19.33 4.99 25.05 1.02 2.56
Principal SAM Flexible Income A 0.38 19.33 4.99 28.29 2.77 3.75
Principal SAM Flexible Income R4 0.38 19.27 5.12 28.41 --- ---
Fidelity Income Replacement 2018 -0.02 19.27 5.27 31.25 --- ---
Fidelity Advisor Income Repl 2018 I -0.02 19.27 5.27 31.21 --- ---
Transamerica Asset Allc Interm Horizon -0.21 19.26 5.90 35.31 -1.78 1.77
RiverSource Port Builder Mod Cnsrv A LW 0.00 19.24 5.35 28.40 -0.85 2.00
RiverSource Port Builder Mod Cnsrv A 0.00 19.24 5.35 28.82 1.78 3.89
Principal SAM Conservative Bal R1 0.10 19.23 5.50 30.95 --- ---
Russell LifePoints Cnsrv Strat A LW 0.51 19.21 5.18 27.96 2.21 3.28
Russell LifePoints Cnsrv Strat A 0.51 19.21 5.18 27.96 2.21 3.28
Russell LifePoints Cnsrv Strat E 0.50 19.14 5.17 28.02 2.23 3.29
Russell LifePoints Cnsrv Strat R2 0.51 19.11 5.17 27.99 2.20 ---
Principal SAM Flexible Income J 0.38 19.10 5.00 28.06 --- ---
AIM Income Allocation Y 0.55 19.05 5.55 27.60 --- ---
Principal SAM Flexible Income R3 0.28 19.04 4.97 28.09 --- ---
Principal SAM Conservative Bal C 0.10 19.03 5.51 30.65 0.77 2.88
SEI Asset Allc Diversified Moderate Gr D -0.41 19.02 5.53 38.49 -5.44 -0.15
ING Solution Growth and Income I 0.11 19.02 6.34 35.19 --- ---
Principal SAM Flexible Income R2 0.38 19.00 4.93 27.94 --- ---
Fidelity Advisor Income Repl 2018 A LW -0.06 18.98 5.18 30.90 --- ---
Fidelity Advisor Income Repl 2018 A -0.06 18.98 5.18 30.90 --- ---
Russell LifePoints Cnsrv Strat R3 0.50 18.96 5.06 27.60 1.96 3.03
Wells Fargo Advantage Mod Balanced C -0.06 18.94 5.50 30.82 -1.99 1.18
AIM Income Allocation Instl 0.44 18.92 5.44 27.46 0.54 ---
Wells Fargo Advantage Mod Balanced B -0.12 18.90 5.42 30.72 -2.01 1.17
Goldman Sachs Balanced Strat Instl -0.92 18.90 5.52 31.33 0.51 3.94
AIM Income Allocation A Load Waived 0.44 18.84 5.49 27.14 0.32 ---
AIM Income Allocation A 0.44 18.84 5.49 27.14 0.32 ---
Principal SAM Conservative Bal B 0.10 18.83 5.45 30.66 0.72 2.85
MainStay Conservative Allocation C -0.10 18.82 4.95 30.34 1.33 ---
MainStay Conservative Allocation B -0.10 18.82 4.95 30.50 1.33 ---
HSBC Investor Wld Sel Cnsrv Gr Strat C -0.76 18.76 5.18 30.59 -0.42 ---
HSBC Investor Wld Sel Cnsrv Gr Strat B -0.78 18.73 5.00 30.43 -0.60 ---
Fidelity Advisor Income Repl 2018 T -0.06 18.73 5.14 30.59 --- ---
ING Solution Growth and Income S 0.00 18.72 6.15 34.57 --- ---
VALIC Company II Cnsrv Gr Lifestyle -0.39 18.71 6.10 31.27 1.71 4.55
Principal SAM Flexible Income R1 0.38 18.71 5.03 27.68 --- ---
Accessor Income & Growth Allocation I -0.20 18.68 5.48 28.68 0.63 2.92
Goldman Sachs Balanced Strat IR -0.82 18.67 5.49 31.06 --- ---
Principal SAM Flexible Income B 0.38 18.62 4.90 27.43 2.03 2.96
Principal SAM Flexible Income C 0.38 18.61 4.96 27.51 2.03 2.98
Fidelity Advisor Asset Manager 20% I 0.08 18.59 4.38 25.59 2.36 ---
Fidelity Asset Manager 20% 0.08 18.55 4.25 25.55 2.36 4.35
AllianceBern Wealth Pres Strat Adv -0.28 18.55 5.42 30.94 0.75 3.44
RiverSource Port Builder Mod Cnsrv C 0.00 18.54 5.30 28.02 1.01 3.12
RiverSource Income Builder Basic Inc A 0.35 18.52 5.65 26.10 2.31 ---
RiverSource Income Builder Basic In A LW 0.35 18.52 5.65 26.10 2.31 ---
TCW Conservative Allocation N -0.10 18.50 4.87 27.16 2.79 ---
RiverSource Port Builder Mod Cnsrv B 0.00 18.47 5.27 27.94 1.01 3.10
AIM Income Allocation R 0.44 18.47 5.30 26.82 0.06 ---
AllianceBern Wealth Pres Strat I -0.28 18.45 5.42 30.83 0.71 ---
Aston Dynamic Allocation N -0.63 18.44 5.72 32.00 --- ---
Goldman Sachs Balanced Strat A LW -0.82 18.43 5.53 30.86 0.12 3.55
Goldman Sachs Balanced Strat A -0.82 18.43 5.53 30.86 0.12 3.55
TCW Conservative Allocation I -0.10 18.36 4.87 27.16 2.79 ---
Russell LifePoints Cnsrv Strat C 0.41 18.34 4.96 26.92 1.45 2.52
Goldman Sachs Balanced Strategy Svc -0.92 18.28 5.38 30.58 -0.01 3.44
Accessor Income & Growth Allocation A LW -0.17 18.28 5.39 28.18 0.28 2.55
Accessor Income & Growth Allocation A -0.17 18.28 5.39 28.18 0.28 2.55
Transamerica Asset Allc Shrt/Interm Hrzn 0.45 18.26 5.35 30.13 0.89 2.74
Brandes Inst Enhanced Income I -0.35 18.23 5.24 28.45 --- ---
AllianceBern Wealth Pres Strat A LW -0.28 18.22 5.25 30.46 0.43 3.13
AllianceBern Wealth Pres Strat A -0.28 18.22 5.25 30.46 0.43 3.13
Goldman Sachs Balanced Strat R -0.93 18.20 5.40 30.37 --- ---
Fidelity Advisor Asset Manager 20% A LW 0.14 18.20 4.30 25.26 2.06 ---
Fidelity Advisor Asset Manager 20% A 0.14 18.20 4.30 25.26 2.06 ---
Fidelity Advisor Income Repl 2018 C -0.13 18.19 4.99 29.92 --- ---
SC Ibbotson Moderate Initial 0.09 18.17 5.54 31.16 --- ---
PL Port Optimization Conservative A 0.68 18.17 4.53 26.80 4.22 4.28
PL Port Optimization Cnsrv 529 MT A 0.68 18.17 4.53 26.80 4.22 4.28
Accessor Income & Growth Allocation Inv -0.18 18.12 5.35 28.07 0.15 2.42
Old Mutual Asset Allocation Cnsrv Ins 0.19 18.11 4.76 29.45 3.68 4.82
AllianceBern Wealth Pres Strat K -0.28 18.11 5.34 30.34 0.41 ---
PL Port Optimization Conservative R 0.68 18.07 4.55 26.52 3.97 ---
Franklin Templeton Cnsrv Target A LW -0.47 18.07 5.33 29.34 3.07 4.93
Franklin Templeton Cnsrv Target A -0.47 18.07 5.33 29.34 3.07 4.93
Fidelity Advisor Asset Manager 20% T 0.03 18.03 4.17 24.89 1.82 ---
SC Ibbotson Moderate Service 0.09 18.02 5.49 30.85 --- ---
AIM Income Allocation C 0.44 18.02 5.29 26.18 -0.44 ---
AIM Income Allocation B 0.44 18.02 5.29 26.35 -0.41 ---
Old Mutual Asset Allocation Cnsrv Z 0.19 17.99 4.76 29.32 3.70 ---
ING Solution Growth and Income Adv -0.11 17.98 5.93 33.80 --- ---
Transamerica Instl Asst Allc ShtInt Hrzn 0.34 17.89 5.25 29.55 1.06 3.03
RiverSource Income Builder Basic Inc B 0.32 17.86 5.56 25.11 1.56 ---
PL Port Optimization Conservative A LW 0.68 17.86 4.53 26.40 3.25 3.45
PL Port Optimization Cnsrv 529 MT A LW 0.68 17.86 4.53 26.40 3.25 3.45
Franklin Templeton Cnsrv Target R -0.47 17.84 5.29 29.04 2.81 4.68
AllianceBern Wealth Pres Strat R -0.28 17.82 5.26 30.01 0.06 2.78
RiverSource Income Builder Basic Inc C 0.34 17.78 5.49 25.17 1.55 ---
Fifth Third LifeModel Mod Cons Instl -0.45 17.77 5.16 26.11 -1.24 2.10
PL Port Optimization Cnsrv 529 MT C 0.59 17.67 4.47 26.25 3.51 3.64
Goldman Sachs Balanced Strat C -0.92 17.65 5.24 29.91 -0.63 2.77
Goldman Sachs Balanced Strat B -0.92 17.65 5.23 29.74 -0.65 2.76
Old Mutual Asset Allocation Cnsrv A LW 0.19 17.64 4.71 28.92 3.41 4.57
Old Mutual Asset Allocation Cnsrv A 0.19 17.64 4.71 28.92 3.41 4.57
Accessor Income & Growth Allocation C -0.22 17.60 5.24 27.44 -0.35 1.90
Vantagepoint Conservative Growth 0.27 17.59 5.02 30.00 1.41 3.54
Dreyfus LifeTime Growth & Income R -0.07 17.59 5.82 34.08 -0.95 2.94
Fifth Third LifeModel Mod Cons A LW -0.34 17.57 5.23 25.83 -1.46 1.86
Fifth Third LifeModel Mod Cons A -0.34 17.57 5.23 25.83 -1.46 1.86
PL Port Optimization Cnsrv 529 MT B 0.59 17.52 4.36 26.11 3.50 3.63
JPMorgan Investor Conservative Growth S 0.23 17.52 4.78 26.06 3.23 4.38
Brandes Inst Enhanced Income E -0.49 17.49 4.83 27.62 --- ---
Fidelity Advisor Asset Manager 20% B 0.08 17.48 4.02 24.22 1.25 ---
AllianceBern Wealth Pres Strat C -0.38 17.47 5.10 29.57 -0.27 2.40
SEI Asset Allc Diversified Cnsrv A 0.00 17.44 4.83 32.73 -1.86 1.76
Vanguard Tax-Managed Balanced 0.27 17.40 5.06 29.63 0.51 3.38
Fidelity Income Replacement 2016 0.08 17.39 4.75 27.74 --- ---
Fidelity Advisor Income Repl 2016 I 0.08 17.39 4.75 27.74 --- ---
Fidelity Advisor Asset Manager 20% C 0.00 17.37 4.06 24.23 1.27 ---
PL Port Optimization Conservative C 0.59 17.36 4.47 25.85 2.54 2.81
MTB Mgd Allocation Conservative Gr A LW -0.23 17.36 5.14 24.29 -2.77 -0.47
MTB Mgd Allocation Conservative Gr A -0.23 17.36 5.14 29.68 0.13 1.80
Franklin Templeton Cnsrv Target C -0.48 17.36 5.15 28.50 2.32 4.16
JPMorgan Investor Conservative Growth A 0.21 17.35 4.74 25.86 2.99 4.13
JPMorgan Investor Conservative Grow A LW 0.21 17.35 4.74 24.73 1.22 2.88
AllianceBern Wealth Pres Strat B -0.38 17.34 5.10 29.41 -0.30 2.38
SEI Asset Allocation Diversified Cnsrv I -0.11 17.28 4.78 32.31 -2.11 1.48
Dreyfus LifeTime Growth & Income Inv -0.14 17.23 5.66 33.66 -1.28 2.64
Sentinel Conservative Allocation A LW 0.75 17.22 5.24 24.54 2.25 3.60
Sentinel Conservative Allocation A 0.75 17.22 5.24 24.54 2.25 3.60
PL Port Optimization Conservative B 0.59 17.21 4.36 25.71 2.53 2.79
Pioneer Ibbotson Conservative Allc Y 0.21 17.20 5.14 23.69 -1.43 ---
Fidelity Advisor Income Repl 2016 A LW 0.08 17.14 4.68 27.45 --- ---
Fidelity Advisor Income Repl 2016 A 0.08 17.14 4.68 27.45 --- ---
SAAT Moderate Strategy A 0.53 17.13 5.80 27.96 -3.61 1.40
New Covenant Balanced Income 0.12 17.05 4.93 30.40 -1.67 1.51
SAAT Moderate Strategy I 0.52 16.92 5.73 27.56 -3.85 1.39
Fidelity Advisor Income Repl 2016 T 0.04 16.87 4.60 27.12 --- ---
HighMark Income Plus Allocation Fid -0.16 16.85 4.61 29.65 0.81 ---
Old Mutual Asset Allocation Cnsrv C 0.10 16.83 4.52 28.06 2.65 3.81
Fifth Third LifeModel Mod Cons C -0.45 16.82 4.92 24.95 -2.19 1.11
AllianceBern Tx Mgd Bal Wlth St Adv -0.17 16.81 5.90 26.48 -0.17 3.09
MTB Mgd Allocation Conservative Gr B -0.23 16.80 5.02 28.94 -0.44 1.23
JPMorgan Investor Conservative Growth B 0.16 16.77 4.58 25.14 2.39 3.54
Fifth Third LifeModel Mod Cons B -0.45 16.68 4.93 24.96 -2.20 1.09
JPMorgan Investor Conservative Growth C 0.17 16.62 4.53 24.99 2.40 3.53
BB&T Capital Manager Conservative Gr I -0.46 16.59 5.03 27.76 0.91 3.27
HighMark Income Plus Allocation A LW -0.16 16.57 4.55 29.33 0.56 2.70
HighMark Income Plus Allocation A -0.16 16.57 4.55 29.33 0.56 2.70
GuideStone Funds Cnsrv Allocation I GS2 0.22 16.50 4.02 24.18 2.86 3.77
Vanguard LifeStrategy Conservative Gr 0.26 16.49 5.39 30.28 0.46 3.46
SEI Asset Allocation Diversified Cnsrv D -0.11 16.49 4.47 31.36 -2.87 0.73
AllianceBern Tx Mgd Bal Wlth St A LW -0.17 16.48 5.74 26.03 -0.50 2.78
AllianceBern Tx Mgd Bal Wlth St A -0.17 16.48 5.74 26.03 -0.50 2.78
ING Strat Allocation Cnsrv Port I -0.10 16.44 6.03 29.33 -1.63 1.58
BB&T Capital Manager Cnsrv Gr A LW -0.46 16.40 5.01 27.57 0.67 3.02
BB&T Capital Manager Cnsrv Gr A -0.46 16.40 5.01 27.57 0.67 3.02
ING Strat Allocation Cnsrv Port Adv -0.21 16.35 6.05 29.81 --- ---
Fidelity Advisor Income Repl 2016 C -0.01 16.33 4.46 26.50 --- ---
Wells Fargo Advantage WB Cons Allocation 0.13 16.32 4.38 25.90 2.32 3.08
Sentinel Conservative Allocation B 0.79 16.30 5.15 23.47 1.39 2.72
Oppenheimer Capital Income A LW 0.51 16.30 6.13 34.36 -13.08 -6.14
Oppenheimer Capital Income A 0.51 16.30 6.13 38.18 -9.67 -2.51
Sentinel Conservative Allocation C 0.70 16.22 5.06 23.39 1.32 2.71
ING Strat Allocation Cnsrv Port S -0.21 16.22 6.08 29.20 -1.89 ---
AIM Moderately Conservative Allc Y 0.10 16.17 4.98 24.98 --- ---
AIM Moderately Conservative Allc Instl 0.00 16.11 4.85 24.90 -0.34 ---
GuideStone Funds Cnsrv Allocation GS4 0.25 16.07 4.04 23.64 2.61 3.55
Hennessy Balanced 0.31 15.96 5.49 28.58 -2.33 1.35
AIM Moderately Conservative Allc A LW 0.00 15.93 4.76 24.46 -0.62 ---
AIM Moderately Conservative Allc A 0.00 15.93 4.76 24.46 -0.62 ---
ING Strategic Allocation Conservative I -0.36 15.91 5.81 28.85 -1.97 1.31
Oppenheimer Capital Income N 0.52 15.90 6.12 37.73 -9.98 -2.86
ING Strategic Allocation Cons O -0.24 15.89 5.78 28.67 -2.15 ---
HighMark Income Plus Allocation C -0.21 15.86 4.36 28.46 -0.14 1.97
Aberdeen Optimal Allocations Def I -0.20 15.81 5.04 27.21 --- ---
AllianceBern Tx Mgd Bal Wlth St B -0.26 15.71 5.56 25.22 -1.22 2.04
AIM Moderately Conservative Allc R 0.00 15.71 4.78 24.33 -0.82 ---
ING Strategic Allocation Conservative A -0.36 15.66 5.75 28.48 -2.16 1.07
ING Strategic Allocation Conservati A LW -0.36 15.66 5.75 28.48 -2.16 1.07
AllianceBern Tx Mgd Bal Wlth St C -0.26 15.66 5.54 25.14 -1.19 2.05
BB&T Capital Manager Cnsrv Gr B -0.46 15.60 4.83 26.46 -0.09 2.22
BB&T Capital Manager Cnsrv Gr C -0.46 15.55 4.72 26.45 -0.09 2.22
Vanguard Wellesley Income Adm 0.85 15.47 5.71 27.63 3.74 5.30
Aberdeen Optimal Allocations Def A LW -0.30 15.46 4.90 26.92 --- ---
Aberdeen Optimal Allocations Def A -0.30 15.46 4.90 26.92 --- ---
RiverSource Port Builder Conservative A 0.41 15.40 4.38 21.68 2.83 3.80
RiverSource Port Builder Conservati A LW 0.41 15.40 4.38 21.68 2.83 3.80
Oppenheimer Capital Income B 0.39 15.37 6.04 37.13 -10.43 -3.32
Vanguard Wellesley Income 0.84 15.36 5.69 27.53 3.64 5.20
Calvert Conservative Allocation A LW -0.28 15.32 4.44 22.36 1.02 ---
Calvert Conservative Allocation A -0.28 15.32 4.44 22.36 1.02 ---
Fifth Third LifeModel Cons Instl 0.22 15.30 4.43 19.88 0.14 2.26
Oppenheimer Capital Income C 0.26 15.29 5.92 36.91 -10.42 -3.31
Wade Core Destination Investor -0.32 15.21 4.69 --- --- ---
AIM Moderately Conservative Allc B 0.00 15.16 4.59 23.65 -1.33 ---
RidgeWorth Conservative Allc Strat I -0.09 15.15 3.83 24.65 4.82 5.00
American Century One Choice: Cnsrv 0.20 15.13 5.32 28.26 1.56 3.96
AIM Moderately Conservative Allc C -0.10 15.13 4.58 23.91 -1.26 ---
Fifth Third LifeModel Cons A LW 0.22 14.98 4.38 17.20 -2.35 0.25
Fifth Third LifeModel Cons A 0.22 14.98 4.38 19.62 -0.10 2.00
Wells Fargo Advantage Cons Allocation Ad 0.28 14.97 4.35 21.15 1.34 2.87
ING Strategic Allocation Conservative B -0.36 14.97 5.66 27.72 -2.90 0.31
RidgeWorth Conservative Allc Strat A LW -0.09 14.93 3.86 24.33 4.53 4.70
RidgeWorth Conservative Allc Strat A -0.09 14.93 3.86 24.33 4.53 4.70
ING Strategic Allocation Conservative C -0.48 14.90 5.50 27.52 -2.93 0.30
MEMBERS Conservative Allocation A LW 0.11 14.87 4.48 26.98 -0.78 ---
MEMBERS Conservative Allocation A 0.11 14.87 4.48 26.98 -0.78 ---
Aberdeen Optimal Allocations Def C -0.30 14.85 4.75 26.07 --- ---
Vantagepoint Savings Oriented 0.47 14.82 4.10 23.11 2.73 3.73
Aberdeen Optimal Allocations Def B -0.40 14.71 4.73 25.90 --- ---
Pacific Advisors Income & Equity A LW 0.85 14.68 5.20 22.24 -0.84 0.93
Pacific Advisors Income & Equity A 0.85 14.68 5.20 22.24 -0.84 0.93
RiverSource Port Builder Conservative B 0.31 14.66 4.07 20.70 2.03 3.02
RiverSource Port Builder Conservative C 0.31 14.60 4.10 20.78 2.03 3.02
Oppenheimer Conservative Inv Y 0.27 14.55 5.80 33.39 -7.94 ---
RidgeWorth Conservative Allc Strat B -0.09 14.44 3.63 23.81 4.07 4.23
Wilmington Conservative Asset Allc I 0.41 14.37 5.04 26.10 1.43 ---
Oppenheimer Conservative Inv A LW 0.13 14.29 5.68 32.99 -8.25 ---
Oppenheimer Conservative Inv A 0.13 14.29 5.68 32.99 -8.25 ---
Fifth Third LifeModel Cons B 0.11 14.26 4.19 18.65 -0.85 1.24
Fifth Third LifeModel Cons C 0.11 14.23 4.17 18.62 -0.86 1.23
RidgeWorth Conservative Allc Strat C -0.18 14.17 3.61 23.46 3.79 ---
MEMBERS Conservative Allocation C 0.00 14.09 4.17 25.97 --- ---
MEMBERS Conservative Allocation B 0.00 14.09 4.28 25.97 -1.49 ---
Wilmington Conservative Asset Allc A LW 0.41 14.07 4.91 25.79 1.35 ---
Wilmington Conservative Asset Allc A 0.41 14.07 4.91 25.79 1.35 ---
American Century Strat Allc: Cnsrv Inst 0.00 14.04 4.92 26.28 1.61 3.84
Calvert Conservative Allocation C -0.42 13.92 4.05 20.62 -0.44 ---
American Century Strat Allc: Cnsrv Inv 0.00 13.88 4.87 26.03 1.41 3.64
Oppenheimer Conservative Inv N 0.14 13.87 5.57 32.48 -8.54 ---
Pacific Advisors Income & Equity C 0.78 13.81 4.92 21.22 -1.60 0.18
Nationwide Inv Dest Mod Cnsrv Instl -0.32 13.81 4.26 24.59 1.36 ---
Federated Muni and Stock Advantage F -0.28 13.55 4.68 18.52 --- ---
Nationwide Inv Dest Mod Cnsrv A LW -0.21 13.51 4.19 24.27 1.09 3.49
Nationwide Inv Dest Mod Cnsrv A -0.21 13.51 4.19 24.27 1.09 3.49
Nationwide Inv Dest Mod Cnsrv Svc -0.21 13.48 4.16 24.07 1.00 3.38
DFA Global 25/75 I 0.00 13.46 3.54 20.68 3.24 4.45
American Century Strat Allc: Cnsrv A LW -0.20 13.46 4.81 25.47 1.10 3.38
American Century Strat Allc: Cnsrv A -0.20 13.46 4.81 25.47 1.10 3.38
Oppenheimer Conservative Inv B 0.14 13.43 5.45 31.84 -9.01 ---
Federated Muni and Stock Advantage A LW -0.28 13.43 4.66 18.38 -1.14 2.99
Federated Muni and Stock Advantage A -0.28 13.43 4.66 18.38 -1.14 2.99
Schwab MarketTrack Conservative -0.24 13.35 4.41 25.73 -0.67 2.47
CNI Charter Multi-Asset I -0.89 13.35 5.03 18.90 --- ---
Oppenheimer Conservative Inv C 0.00 13.29 5.47 31.74 -9.00 ---
American Century Strat Allc: Cnsrv R 0.00 13.26 4.75 25.16 0.90 ---
SEI Asset Allc Diversified Cnsrv Inc A 0.20 13.24 3.49 23.40 0.04 2.21
Nationwide Inv Dest Mod Cnsrv R2 -0.32 13.24 4.13 23.85 0.73 3.22
Flex-funds Defensive Balanced -0.22 13.23 5.58 23.05 -2.72 ---
CNI Charter Multi-Asset N -0.89 13.15 5.07 18.74 --- ---
AllianceBern Tx Mgd Wlth Presv Adv 0.09 13.02 4.06 19.06 1.23 2.97
SEI Asset Allc Diversified Cnsrv Inc I 0.20 12.94 3.44 23.16 -0.21 1.96
Nationwide Inv Dest Mod Cnsrv C -0.32 12.89 4.07 23.41 0.37 2.75
American Century Strat Allc: Cnsrv C -0.20 12.86 4.62 24.53 0.40 2.61
American Century Strat Allc: Cnsrv B -0.20 12.86 4.62 24.53 0.40 2.62
Nationwide Inv Dest Mod Cnsrv B -0.32 12.83 3.93 23.28 0.36 2.74
Ibbotson Inc and Gr ETF Asset Allc II 0.10 12.83 4.68 25.96 --- ---
Federated Muni and Stock Advantage C -0.35 12.74 4.47 17.51 -1.88 2.21
Federated Muni and Stock Advantage B -0.35 12.74 4.47 17.51 -1.88 2.19
AllianceBern Tx Mgd Wlth Presv St A LW 0.09 12.67 3.99 18.25 -0.76 1.65
AllianceBern Tx Mgd Wlth Presv St A 0.09 12.67 3.99 18.74 0.93 2.69
AARP Conservative 0.29 12.58 4.39 22.54 3.91 ---
SAAT Conservative Strategy A 0.55 12.53 3.67 14.81 -3.12 1.16
Vanguard LifeStrategy Income 0.67 12.38 4.23 21.40 2.61 3.93
SSgA Life Solutions Income and Growth 0.22 12.38 4.69 24.87 -1.26 1.77
SEI Asset Allc Diversified Cnsrv Inc D 0.20 12.27 3.27 22.26 -0.93 1.21
SAAT Conservative Strategy I 0.54 12.27 3.56 14.44 -3.37 1.05
AllianceBern Tx Mgd Wlth Presv St C 0.09 12.02 3.90 17.92 0.23 1.97
AllianceBern Tx Mgd Wlth Presv St B 0.09 11.93 3.80 17.84 0.23 1.95
SSgA Life Solutions Income and Growth R 0.24 11.82 4.55 24.30 -1.80 1.27
Wilmington Multi-Manager Real Asset Inst 0.24 11.78 5.93 25.33 -0.38 6.82
AIM Conservative Allocation Inst 0.21 11.72 3.51 15.93 0.20 2.35
AIM Conservative Allocation Y 0.21 11.62 3.48 15.82 --- ---
Wilmington Multi-Manager Real Asset A LW 0.16 11.49 5.80 25.01 -0.64 ---
Wilmington Multi-Manager Real Asset A 0.16 11.49 5.80 25.01 -0.64 ---
AIM Conservative Allocation A LW 0.21 11.38 3.38 15.63 0.21 2.26
AIM Conservative Allocation A 0.21 11.38 3.38 15.63 0.21 2.26
AIM Conservative Allocation R 0.21 11.18 3.39 15.38 -0.01 2.01
Bridgeway Balanced 1.31 10.77 3.55 22.95 -1.31 1.94
AIM Conservative Allocation C 0.21 10.76 3.19 14.74 -0.52 1.51
Manning & Napier Pro-Blend Cnsrv Term I 0.10 10.72 3.54 17.29 --- ---
AIM Conservative Allocation B 0.11 10.63 3.19 14.74 -0.52 1.51
American Century One Choice: Very Cnsrv 0.39 10.60 3.77 19.28 3.21 4.13
Manning & Napier Pro-Blend Cnsrv Term S 0.08 10.45 3.43 17.18 3.91 5.17
WHG Income Opportunity Inst 0.91 10.02 4.55 20.11 2.56 ---
WHG Income Opportunity A Load Waived 0.81 9.70 4.49 19.81 --- ---
WHG Income Opportunity A 0.81 9.70 4.49 19.81 --- ---
Nationwide Inv Dest Cnsrv I 0.00 8.99 2.85 15.33 3.00 ---
Nationwide Inv Dest Cnsrv A Load Waived 0.10 8.77 2.77 13.41 1.31 2.46
Nationwide Inv Dest Cnsrv A 0.10 8.77 2.77 15.05 2.73 3.67
Nationwide Inv Dest Cnsrv Svc 0.00 8.65 2.74 14.93 2.60 3.55
Ibbotson Conservative ETF Asset Allc II 0.47 8.57 3.50 16.94 --- ---
Nationwide Inv Dest Cnsrv R2 0.10 8.46 2.72 14.77 2.41 3.43
Nationwide Inv Dest Cnsrv C 0.00 8.16 2.63 14.33 1.99 2.95
Nationwide Inv Dest Cnsrv B -0.10 8.06 2.49 14.18 1.99 2.94
James Balanced: Golden Rainbow 0.00 7.41 4.26 21.87 3.50 5.87
SunAmerica Focused Fxd Inc Eq Strat A LW -0.54 7.20 2.16 16.71 -2.06 1.27
SunAmerica Focused Fxd Inc Eq Strat A -0.54 7.20 2.16 16.71 -2.06 1.27
Hussman Strategic Total Return 0.58 7.11 3.18 18.15 9.14 7.45
SunAmerica Focused Fxd Inc Eq Strat C -0.54 6.58 1.90 15.98 -2.72 0.60
Waddell & Reed InvestEd Cnsrv A LW -0.54 6.42 3.64 6.66 4.90 4.71
Waddell & Reed InvestEd Cnsrv A -0.54 6.42 3.64 6.66 4.90 4.71
Rydex/SGI All-Asst Consrtv Strtgy A LW -0.59 5.79 3.93 16.18 0.85 ---
Rydex/SGI All-Asst Consrtv Strtgy A -0.59 5.79 3.93 16.18 0.85 ---
Rydex/SGI All-Asst Consrtv Strtgy H -0.69 5.57 3.82 16.04 0.81 ---
Rydex/SGI All-Asst Consrtv Strtgy C -0.71 5.04 3.71 15.31 0.10 ---
SAAT Defensive Strategy A 0.32 4.42 1.30 4.84 -1.00 1.67
SAAT Defensive Strategy I 0.32 3.85 1.30 4.49 -1.31 1.45
Federated Market Opportunity Instl 2.72 3.52 -0.73 36.37 --- ---
Federated Market Opportunity A LW 2.73 3.32 -0.82 36.00 -0.84 0.78
Federated Market Opportunity A 2.73 3.32 -0.82 36.00 -0.84 0.78
Federated Market Opportunity B 2.57 2.57 -1.10 34.95 -1.61 0.01
Federated Market Opportunity C 2.57 2.50 -1.10 34.95 -1.61 0.02
ING GET US Core Series 9 0.89 2.21 2.19 3.91 0.58 ---
ING GET US Core Series 14 1.00 0.97 2.43 1.94 --- ---
Oppenheimer Princ Prot Main St III A LW 0.50 0.86 0.93 2.54 -1.19 1.41
Oppenheimer Princ Prot Main St III A 0.50 0.86 0.93 2.54 -1.19 1.41
Oppenheimer Princ Prot Main St III N 0.50 0.65 0.86 2.27 -1.39 1.19
ING GET US Core Series 12 0.91 0.44 2.24 2.23 -0.52 ---
ING GET US Core Series 11 1.15 0.36 2.06 1.72 1.32 ---
ING GET US Core Series 10 1.00 0.23 2.01 1.82 0.27 ---
Oppenheimer Princ Prot Main St III C 0.47 0.18 0.76 1.74 -1.93 0.66
Oppenheimer Princ Prot Main St III B 0.40 0.04 0.68 1.60 -2.04 0.56
ING Principal Protection XII A LW -0.11 0.00 0.11 0.94 0.17 ---
ING Principal Protection XII A -0.11 0.00 0.11 0.94 0.17 ---
Pioneer Protected Principal Plus A LW -0.11 -0.44 -0.33 -0.30 -2.90 -1.54
Pioneer Protected Principal Plus A -0.11 -0.44 -0.33 -0.30 0.35 1.37
ING Principal Protection XII B -0.11 -0.53 0.00 0.26 -0.53 ---
ING Principal Protection XII C -0.21 -0.64 -0.11 0.13 -0.58 ---
ING GET US Core Series 13 1.06 -0.72 2.35 0.08 --- ---
Pioneer Protected Principal Plus C -0.11 -1.10 -0.44 -0.97 -0.33 0.66
Pioneer Protected Principal Plus B -0.22 -1.10 -0.55 -1.10 -0.37 0.64
GAMCO Mathers -0.39 -1.24 -0.77 -1.33 1.04 1.29
Aberdeen Optimal Allocations Def IS 3.30 -1.50 2.33 -13.93 --- ---
Aberdeen Optimal Allocations Def R 3.30 -1.63 2.21 -14.34 --- ---
SmartGrowth Lipper OPT Cnsrv Index A LW 1.11 -4.01 1.06 -10.31 --- ---
SmartGrowth Lipper OPT Cnsrv Index A 1.11 -4.01 1.06 -10.31 --- ---
Janus Smart Portfolio Conservative S -0.09 --- 5.19 --- --- ---
Janus Smart Portfolio Conservative I -0.09 --- 5.28 --- --- ---
Janus Smart Portfolio Conservative C -0.18 --- 5.11 --- --- ---
Janus Smart Portfolio Conservative A LW -0.09 --- 5.29 --- --- ---
Janus Smart Portfolio Conservative A -0.09 --- 5.29 --- --- ---
James Balanced: Golden Rainbow Instl 0.06 --- 4.32 --- --- ---
Fidelity Strategic Real Return F 0.48 --- 6.33 --- --- ---
Dreyfus Conservative Allocation -0.23 --- --- --- --- ---
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