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Data through 2/15/2019. Our favorite World Allocation funds
Fund Category : World Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
World Allocation 3.37 6.36 2.40 -2.56 8.36 3.05
Destinations Real Assets Z 2.79 13.33 -13.05 --- --- ---
Destinations Real Assets I 2.66 13.13 -13.21 -27.10 --- ---
T. Rowe Price Real Assets I 6.65 11.31 5.24 1.71 11.52 ---
T. Rowe Price Real Assets 6.55 11.30 5.23 1.52 11.31 1.81
Brookfield Real Assets Securities I 5.10 10.88 6.05 5.63 10.67 ---
Brookfield Real Assets Securities Y 5.09 10.87 6.04 5.63 10.66 ---
Brookfield Real Assets Securities A 5.14 10.84 6.01 5.47 10.57 ---
Brookfield Real Assets Securities C 5.01 10.82 5.86 4.97 9.94 ---
Aristotle/Saul Global Opportunities I 4.79 9.76 1.28 -1.00 11.06 3.44
AB All Market Real Return Z 4.34 9.65 1.57 -2.59 10.68 -2.57
AB All Market Real Return 2 4.28 9.64 1.56 -2.64 10.69 -2.58
AB All Market Real Return 1 4.24 9.58 1.56 -2.85 10.40 -2.81
AB All Market Real Return Advisor 4.31 9.57 1.47 -2.76 10.46 -2.72
AB All Market Real Return R 4.22 9.52 1.42 -3.32 9.87 -3.22
AB All Market Real Return K 4.22 9.52 1.47 -3.03 10.20 -2.95
AB All Market Real Return I 4.22 9.52 1.58 -2.69 10.64 -2.61
AB All Market Real Return A 4.29 9.52 1.55 -3.02 10.23 -2.97
AB All Market Real Return C 4.15 9.36 1.22 -3.78 9.36 -3.69
DWS RREEF Real Assets R6 5.01 9.16 4.98 6.33 8.34 ---
DWS RREEF Real Assets Inst 5.01 9.16 4.98 6.33 8.34 2.78
DWS RREEF Real Assets R 4.93 9.14 4.84 5.71 7.74 2.22
DWS RREEF Real Assets T 4.85 9.09 4.85 6.01 --- ---
DWS RREEF Real Assets A 4.85 9.09 4.85 6.01 8.02 2.44
Lord Abbett Multi-Asset Global Opp R6 4.89 9.08 3.05 -4.02 9.22 ---
First Eagle Global R6 5.51 9.06 4.29 -0.20 --- ---
DWS RREEF Real Assets S 4.90 9.05 4.89 6.09 8.15 2.59
First Eagle Global R4 5.49 9.04 4.23 -0.38 --- ---
First Eagle Global I 5.49 9.04 4.25 -0.28 9.95 5.21
DWS RREEF Real Assets C 4.89 9.03 4.73 5.24 7.22 1.70
First Eagle Global A 5.48 9.02 4.19 -0.54 9.67 4.94
Lord Abbett Multi-Asset Global Opp R3 4.81 9.00 2.91 -4.57 8.57 2.01
First Eagle Global R3 5.47 9.00 4.15 --- --- ---
Lord Abbett Multi-Asset Global Opp I 4.90 8.99 2.95 -4.17 9.10 2.50
Lord Abbett Multi-Asset Global Opp R5 4.90 8.98 2.95 -4.15 9.14 ---
Lord Abbett Multi-Asset Global Opp F3 4.80 8.98 2.96 -4.11 --- ---
Lord Abbett Multi-Asset Global Opp R4 4.85 8.97 2.91 -4.42 8.85 ---
Lord Abbett Multi-Asset Global Opp A 4.74 8.96 2.90 -4.43 8.83 2.25
Lord Abbett Multi-Asset Global Opp F 4.84 8.95 2.94 -4.29 8.99 2.40
Loomis Sayles Global Allocation Y 5.44 8.91 4.17 0.70 12.90 6.91
Loomis Sayles Global Allocation N 5.50 8.91 4.21 0.78 --- ---
Lord Abbett Multi-Asset Global Opp C 4.77 8.90 2.73 -5.09 8.03 1.49
First Eagle Global C 5.40 8.90 4.00 -1.28 8.84 4.16
Lord Abbett Multi-Asset Global Opp R2 4.73 8.86 2.83 -4.72 8.44 1.87
Loomis Sayles Global Allocation A 5.47 8.85 4.09 0.47 12.62 6.65
Centerstone Investors I 4.12 8.81 2.55 -1.75 --- ---
SEI Aggressive Strategy I (SAAT) 4.66 8.76 3.37 -2.49 10.74 4.83
Centerstone Investors A 4.04 8.74 2.51 -1.98 --- ---
Loomis Sayles Global Allocation C 5.37 8.72 3.89 -0.32 11.78 5.85
Centerstone Investors C 4.08 8.71 2.40 -2.64 --- ---
RiverFront Asset Allocation Gr & Inc I 4.59 8.70 2.48 -4.74 9.93 4.78
SEI Aggressive Strategy F (SAAT) 4.61 8.68 3.34 -2.31 11.01 5.07
RiverFront Asset Allocation Gr & Inc Inv 4.66 8.66 2.42 -4.96 9.65 4.52
RiverFront Asset Allocation Gr & Inc A 4.66 8.66 2.42 --- --- ---
SEI Aggressive Strategy D (SAAT) 4.58 8.61 3.18 -2.97 10.18 4.30
RiverFront Asset Allocation Gr & Inc C 4.53 8.54 2.16 -5.73 8.84 3.72
Goldman Sachs Growth Strategy R6 4.64 8.53 2.94 -4.67 11.28 ---
Goldman Sachs Growth Strategy P 4.56 8.53 2.87 --- --- ---
Goldman Sachs Growth Strategy Instl 4.57 8.53 2.89 -4.78 11.21 5.40
AIG Income Explorer W 4.16 8.51 3.35 -1.62 10.59 4.62
Goldman Sachs Growth Strategy Inv 4.56 8.50 2.85 -4.86 11.09 5.25
AIG Income Explorer A 4.14 8.49 3.30 -1.81 10.38 4.41
Goldman Sachs Growth Strategy Svc 4.58 8.47 2.81 -5.14 10.69 4.90
Goldman Sachs Growth Strategy R 4.54 8.45 2.72 -5.33 10.51 4.73
Goldman Sachs Growth Strategy A 4.49 8.45 2.77 -5.14 10.79 4.99
AIG Income Explorer C 4.07 8.43 3.13 -2.47 9.69 3.73
Goldman Sachs Growth Strategy C 4.48 8.37 2.64 -5.78 9.98 4.21
BlackRock Dynamic High Income Instl 4.32 8.26 2.50 1.16 11.10 ---
Janus Henderson Global Allocation Gr I 4.40 8.25 3.12 -2.05 10.41 4.53
Janus Henderson Global Allocation Gr D 4.40 8.25 3.09 -2.08 10.33 4.45
Oppenheimer Global Multi-Asset Growth A 4.48 8.23 2.69 -7.51 9.24 ---
Oppenheimer Global Multi-Asset Growth I 4.47 8.20 2.78 -7.33 9.50 ---
Oppenheimer Global Multi-Asset Growth Y 4.46 8.19 2.77 -7.33 9.43 ---
Janus Henderson Global Allocation Gr T 4.41 8.17 3.01 -2.17 10.24 4.39
Oppenheimer Global Multi-Asset Growth R 4.50 8.16 2.70 -7.70 8.98 ---
Janus Henderson Global Allocation Gr A 4.36 8.15 2.96 -2.31 10.09 4.26
BlackRock Dynamic High Income K 4.33 8.15 2.51 1.10 --- ---
Cohen & Steers Real Assets I 3.73 8.13 2.99 0.57 7.43 -0.02
Janus Henderson Global Allocation Gr S 4.30 8.11 2.95 -2.49 9.93 4.09
BlackRock Dynamic High Income Inv A 4.30 8.10 2.42 0.89 10.82 ---
Cohen & Steers Real Assets R 3.70 8.07 2.94 0.06 6.95 -0.50
Janus Henderson Global Allocation Gr C 4.36 8.04 2.83 -3.03 9.38 3.61
Dynamic International Opportunity I 3.27 8.04 4.71 -10.07 9.26 2.69
Oppenheimer Global Multi-Asset Growth C 4.45 8.03 2.53 -8.18 8.44 ---
Dynamic International Opportunity N 3.26 8.03 4.69 -10.26 8.98 2.44
Cohen & Steers Real Assets Z 3.73 8.02 2.99 0.57 7.40 -0.05
Cohen & Steers Real Assets A 3.73 8.02 2.88 0.14 7.08 -0.34
BlackRock Dynamic High Income Inv C 4.23 8.01 2.23 0.13 10.01 ---
Franklin Mutual Quest R6 4.10 7.96 0.88 -0.07 10.66 4.23
Franklin Mutual Quest Z 4.02 7.95 0.81 -0.13 10.57 4.15
Voya Global Perspectives A 4.36 7.92 3.81 -0.99 7.83 3.98
Franklin Mutual Quest A 4.01 7.92 0.75 -0.40 10.28 3.87
Cohen & Steers Real Assets C 3.63 7.92 2.82 -0.46 6.37 -1.02
Voya Global Perspectives I 4.36 7.91 3.83 -0.78 8.09 4.23
Voya Global Perspectives W 4.35 7.89 3.92 -0.78 8.10 4.26
Franklin Mutual Quest R 4.00 7.89 0.72 -0.64 10.02 3.63
DWS Global Income Builder S 4.02 7.86 2.90 -0.05 10.16 4.34
DWS Global Income Builder A 4.02 7.86 2.85 -0.27 9.98 4.13
Voya Global Perspectives R 4.28 7.84 3.75 -1.24 7.54 3.71
Morgan Stanley Real Assets IS 4.27 7.84 3.87 --- --- ---
Morgan Stanley Real Assets I 4.27 7.84 3.86 --- --- ---
Morgan Stanley Real Assets A 4.27 7.84 3.75 --- --- ---
Voya Global Perspectives Port S 4.36 7.83 3.86 -0.40 7.90 4.04
Voya Global Perspectives C 4.31 7.79 3.65 -1.72 7.01 3.20
Wells Fargo Asset Allocation Inst 4.41 7.78 2.45 -3.15 7.79 2.62
Wells Fargo Asset Allocation Admin 4.44 7.77 2.48 -3.28 7.60 2.40
Voya Global Perspectives Port I 4.33 7.77 3.84 -0.25 8.15 4.31
Nuveen Real Asset Income R6 3.59 7.76 4.56 4.09 --- ---
Preserver Alternative Opportunits Instl 4.17 7.75 2.06 -1.38 --- ---
Nuveen Real Asset Income A 3.58 7.75 4.50 3.76 9.27 6.06
Franklin Mutual Quest C 3.89 7.75 0.56 -1.13 9.44 3.11
DWS Global Income Builder R6 3.91 7.75 2.83 -0.04 10.30 ---
DWS Global Income Builder Inst 3.91 7.75 2.80 -0.04 10.21 4.34
Voya Global Perspectives Port A 4.27 7.74 3.77 -0.52 7.81 3.98
Nuveen Real Asset Income I 3.61 7.74 4.53 3.99 9.53 6.31
Morgan Stanley Real Assets C 4.16 7.73 3.67 --- --- ---
Wells Fargo Asset Allocation A 4.41 7.70 2.40 -3.49 7.41 2.22
Wilmington Real Asset A 3.74 7.68 5.07 1.97 6.13 2.03
Wells Fargo Asset Allocation R 4.37 7.68 2.34 -3.68 7.17 1.98
Wilmington Real Asset Institutional 3.77 7.67 5.08 2.21 6.39 2.28
Eaton Vance Global Income Builder I 4.06 7.66 1.75 -1.76 8.98 5.00
Nuveen Real Asset Income C 3.50 7.64 4.29 2.97 8.45 5.26
Eaton Vance Global Income Builder R 4.02 7.63 1.49 -2.30 8.36 4.44
Eaton Vance Global Income Builder A 4.03 7.63 1.56 -2.03 8.67 4.72
DWS Global Income Builder C 3.79 7.62 2.53 -1.07 9.07 3.28
Goldman Sachs Satellite Strategies R6 3.66 7.61 4.66 -2.62 8.45 ---
Goldman Sachs Satellite Strategies Inv 3.66 7.61 4.61 -2.67 8.32 2.63
Goldman Sachs Satellite Strategies Instl 3.66 7.61 4.65 -2.52 8.48 2.79
Goldman Sachs Satellite Strategies P 3.66 7.60 4.65 --- --- ---
Wealthfront Risk Parity W 5.34 7.59 8.07 -2.56 --- ---
Goldman Sachs Satellite Strategies A 3.79 7.59 4.66 -2.91 8.07 2.39
Federated Global Allocation Instl 4.43 7.59 3.25 -2.53 8.88 3.79
Federated Global Allocation R6 4.40 7.57 3.25 -2.50 --- ---
Wells Fargo Asset Allocation C 4.24 7.55 2.12 -4.23 6.58 1.45
Federated Global Allocation A 4.34 7.52 3.13 -2.84 8.55 3.48
Eaton Vance Global Income Builder C 3.88 7.51 1.37 -2.80 7.86 3.91
Goldman Sachs Satellite Strategies C 3.68 7.49 4.33 -3.60 7.24 1.61
Goldman Sachs Satellite Strategies R 3.67 7.48 4.48 -3.17 7.80 2.12
Ivy Asset Strategy I 4.20 7.46 2.56 -1.55 7.02 0.14
Goldman Sachs Satellite Strategies Svc 3.66 7.46 4.49 -3.04 7.90 2.28
Federated Global Allocation R 4.32 7.45 3.03 -3.29 8.08 3.04
Ivy Asset Strategy N 4.19 7.44 2.48 -1.51 7.15 ---
DWS Multi-Asset Global Allocation S 4.09 7.43 2.98 -5.15 6.36 2.31
DWS Multi-Asset Global Allocation A 4.09 7.43 2.92 -5.39 6.09 2.04
Federated Global Allocation B 4.28 7.41 2.98 -3.59 7.68 2.65
T. Rowe Price Global Allocation 4.04 7.38 3.51 -1.02 10.18 5.17
Ivy Asset Strategy E 4.14 7.38 2.47 -1.77 6.82 -0.07
Federated Global Allocation C 4.30 7.38 2.95 -3.58 7.72 2.70
T. Rowe Price Global Allocation I 4.03 7.37 3.51 -0.93 --- ---
Ivy Asset Strategy A 4.16 7.35 2.42 -1.83 6.71 -0.13
Ivy Asset Strategy R 4.16 7.34 2.37 -2.14 6.38 -0.45
Ivy Asset Strategy Y 4.14 7.33 2.41 -1.81 6.74 -0.11
DWS Multi-Asset Global Allocation C 3.96 7.31 2.70 -6.08 5.30 1.29
Ivy Asset Strategy C 4.11 7.28 2.29 -2.50 5.96 -0.83
Hartford Global Real Asset Y 3.38 7.26 1.47 -2.87 9.76 -1.19
Hartford Global Real Asset I 3.38 7.26 1.37 -2.96 9.70 -1.28
Old Westbury Strategic Opportunities 3.72 7.25 1.34 -1.25 8.21 3.85
Hartford Global Real Asset A 3.37 7.24 1.29 -3.25 9.37 -1.55
T. Rowe Price Global Allocation Advisor 3.97 7.23 3.43 -1.35 9.94 4.96
Ivy Asset Strategy B 4.03 7.23 2.20 -2.58 5.89 -0.88
Hartford Global Real Asset R4 3.36 7.22 1.28 -3.14 9.44 -1.51
Northern Global Tactical Asset Allc 3.99 7.20 3.75 -1.35 9.18 4.23
Hartford Global Real Asset R3 3.23 7.19 1.26 -3.46 9.11 -1.80
Hartford Global Real Asset R5 3.28 7.18 1.33 -2.99 9.71 -1.26
VALIC Company I Global Strategy 3.01 7.17 1.70 -2.90 9.14 2.61
Calamos Global Growth & Income I 4.09 7.15 1.16 -6.11 9.32 3.67
Ivy Wilshire Global Allocation N 3.86 7.13 2.89 --- --- ---
Hartford Global Real Asset F 3.26 7.13 1.34 -2.99 --- ---
Lazard Global Dynamic Multi-Asset Open 4.09 7.12 2.79 -1.11 --- ---
Lazard Global Dynamic Multi-Asset Inst 4.20 7.12 2.84 -0.89 --- ---
Calamos Global Growth & Income A 3.97 7.12 1.11 -6.35 8.99 3.38
Hartford Global Real Asset C 3.19 7.11 1.12 -4.04 8.55 -2.30
Touchstone Dynamic Global Allocation Y 3.89 7.08 3.59 -2.69 8.26 3.51
GMO Strategic Opportunities Allc III 3.97 7.07 3.18 -4.46 9.83 3.62
Dreyfus Global Multi-Asset Income Y 3.37 7.06 3.48 -4.31 --- ---
Dreyfus Global Multi-Asset Income I 3.46 7.06 3.57 -4.31 --- ---
Ivy Wilshire Global Allocation I 3.81 7.05 2.93 -2.01 6.41 -0.20
Dreyfus Global Multi-Asset Income A 3.36 7.05 3.40 -4.47 --- ---
Lazard Real Assets & Pricing Opps Instl 4.13 7.01 2.67 1.58 --- ---
Ivy Wilshire Global Allocation Y 3.86 7.00 2.82 --- --- ---
Sextant Global High Income 3.81 6.99 5.09 4.81 15.27 5.37
Ivy Wilshire Global Allocation R 3.86 6.99 2.82 --- --- ---
Ivy Wilshire Global Allocation A 3.86 6.99 2.85 -2.27 6.05 -0.50
Appleseed Institutional 3.42 6.98 5.48 3.27 11.59 3.80
Dreyfus Global Multi-Asset Income C 3.37 6.97 3.28 -5.14 --- ---
Touchstone Dynamic Global Allocation A 3.84 6.96 3.47 -2.97 7.97 3.25
PineBridge Dynamic Asset Allc Instl 3.61 6.95 3.14 -5.21 --- ---
GuidePath® Multi-Asset Income Allc Svc 3.78 6.95 3.64 1.81 7.34 3.41
Appleseed Investor 3.35 6.94 5.36 3.07 11.41 3.58
Ivy Wilshire Global Allocation C 3.78 6.93 2.61 -3.00 5.20 -1.30
Lazard Real Assets & Pricing Opps Open 4.14 6.91 2.60 1.23 --- ---
Calamos Global Growth & Income C 3.94 6.91 0.92 -7.09 8.18 2.61
Morningstar Global Income 3.85 6.88 3.07 --- --- ---
Ivy Wilshire Global Allocation B 3.68 6.86 2.45 -3.34 4.96 -1.52
Touchstone Dynamic Global Allocation C 3.74 6.84 3.26 -3.71 7.16 2.47
PineBridge Dynamic Asset Allc Invt Svcng 3.61 6.84 3.05 -5.37 --- ---
PIMCO Dividend and Income Institutional 3.05 6.79 1.19 -3.56 11.11 3.34
PIMCO Dividend and Income I2 3.04 6.78 1.16 -3.62 11.08 3.27
IVA Worldwide I 3.47 6.78 2.62 -2.10 7.62 3.85
Principal Diversified Real Asset R6 2.69 6.76 1.98 -1.18 7.64 ---
Principal Diversified Real Asset R4 2.69 6.76 1.89 -1.53 --- ---
Principal Diversified Real Asset Instl 2.69 6.76 1.92 -1.25 7.59 0.18
IVA Worldwide A 3.42 6.74 2.48 -2.36 7.33 3.59
Highland Global Allocation A 2.22 6.72 2.34 3.52 19.29 2.83
Voya Global Multi-Asset A 3.82 6.71 1.59 -3.53 9.23 4.03
Voya Global Multi-Asset W 3.86 6.70 1.70 -3.28 9.51 4.30
Voya Global Multi-Asset I 3.76 6.70 1.59 -3.29 9.48 4.27
UBS Global Allocation P 3.29 6.70 3.11 -2.00 9.02 4.22
PIMCO Dividend and Income A 3.05 6.70 1.17 -3.92 10.76 2.98
UBS Global Allocation A 3.28 6.68 3.10 -2.20 8.75 3.96
Principal Diversified Real Asset R5 2.60 6.67 1.83 -1.42 --- ---
Principal Diversified Real Asset R3 2.60 6.67 1.76 -1.76 --- ---
Highland Global Allocation Y 2.13 6.67 2.33 3.66 19.56 3.05
Principal Diversified Real Asset A 2.60 6.66 1.83 -1.69 7.19 -0.22
Voya Global Multi-Asset O 3.85 6.65 1.39 -3.75 9.14 4.01
JOHCM Global Income Builder Instl 3.56 6.64 3.85 0.14 --- ---
JOHCM Global Income Builder I 3.55 6.64 3.82 0.04 --- ---
Voya Global Multi-Asset C 3.78 6.63 1.41 -4.25 8.40 3.27
PIMCO Dividend and Income C 2.97 6.63 0.93 -4.60 9.92 2.22
Janus Henderson Dividend & Inc Builder S 4.18 6.63 1.81 -3.19 --- ---
IVA Worldwide C 3.37 6.63 2.26 -3.11 6.54 2.81
Janus Henderson Dividend & Inc Builder T 4.17 6.61 1.80 -3.05 --- ---
Janus Henderson Dividend & Inc Builder N 4.17 6.61 1.89 -2.87 8.50 ---
Voya Global Multi-Asset R6 3.76 6.60 1.42 -4.38 --- ---
Janus Henderson Dividend & Inc Builder D 4.16 6.60 1.82 -2.99 --- ---
Janus Henderson Dividend & Inc Builder A 4.16 6.60 1.77 -3.19 8.26 3.88
Janus Henderson Dividend & Inc Builder I 4.16 6.59 1.84 -2.93 8.51 4.12
Hartford Global All-Asset Y 3.52 6.58 3.85 -3.92 9.43 3.92
Principal Diversified Real Asset C 2.55 6.57 1.59 -2.34 6.40 -0.96
Templeton Global Balanced C 2.45 6.55 0.29 -4.96 7.74 1.43
Morningstar Unconstrained Allc 3.28 6.55 2.04 --- --- ---
Janus Henderson Dividend & Inc Builder C 4.14 6.52 1.61 -3.87 7.47 3.08
Hartford Global All-Asset R5 3.56 6.51 3.77 -3.96 9.35 3.76
Templeton Global Balanced C1 2.79 6.50 0.35 -4.62 8.17 1.80
Templeton Global Balanced A1 2.43 6.50 0.51 -4.47 8.61 2.15
Templeton Global Balanced A 2.79 6.50 0.51 -4.16 8.61 2.22
Highland Global Allocation C 2.03 6.49 2.03 2.67 18.36 2.04
Hartford Global All-Asset R4 3.48 6.49 3.71 -4.26 9.06 3.59
PIMCO Global Multi-Asset I2 3.31 6.48 3.57 0.73 10.13 5.32
Hartford Global All-Asset A 3.43 6.48 3.65 -4.24 9.06 3.55
Templeton Global Balanced Adv 2.42 6.47 0.58 -4.21 8.85 2.41
PIMCO Global Multi-Asset Instl 3.30 6.47 3.51 0.82 10.25 5.44
Hartford Global All-Asset R6 3.52 6.46 3.77 --- --- ---
Hartford Global All-Asset I 3.41 6.46 3.78 -3.99 9.33 3.83
Hartford Global All-Asset F 3.53 6.46 3.81 -3.86 --- ---
Hartford Global All-Asset C 3.46 6.44 3.47 -4.89 8.24 2.79
Power Global Tactical Allc/JAForlines I 3.15 6.38 1.14 --- --- ---
Hartford Global All-Asset R3 3.42 6.36 3.60 -4.57 8.72 3.25
PIMCO Global Multi-Asset C 3.26 6.35 3.23 -0.35 8.90 4.09
PIMCO Global Multi-Asset A 3.25 6.35 3.38 0.38 9.70 4.87
Victory Strategic Allocation A 3.31 6.33 2.91 -1.40 7.98 4.76
Columbia Global Opportunities Adv 3.26 6.33 2.88 -3.15 9.08 4.37
Neuberger Berman Global Allocation A 3.35 6.31 1.75 -3.95 8.28 2.48
Columbia Global Opportunities Inst2 3.17 6.31 2.92 -3.17 9.16 4.48
Victory Strategic Allocation I 3.36 6.30 2.93 -1.19 8.25 5.00
Victory Strategic Allocation R 3.32 6.28 2.82 -1.66 7.68 4.47
Power Global Tactical Allc/JAForlines C 3.16 6.28 0.97 --- --- ---
Columbia Global Opportunities R 3.16 6.28 2.78 -3.66 8.55 3.84
Neuberger Berman Global Allocation Instl 3.33 6.27 1.83 -3.66 8.67 2.83
Power Global Tactical Allc/JAForlines A 3.15 6.26 1.07 --- --- ---
Pioneer Solutions Balanced A 3.37 6.26 0.90 -4.61 5.71 2.28
Morgan Stanley Inst Global Strat IS 3.36 6.26 3.38 -1.44 9.02 ---
Morgan Stanley Inst Global Strat Instl 3.36 6.26 3.35 -1.47 8.99 3.34
Columbia Global Opportunities Inst 3.19 6.26 2.82 -3.23 9.07 4.41
Columbia Global Opportunities Inst3 3.19 6.25 2.89 -3.09 --- ---
Oppenheimer Global Allocation I 3.61 6.23 2.20 -4.63 7.36 3.43
First Eagle Global Income Builder A 3.76 6.23 3.41 -0.69 9.39 3.79
Columbia Global Opportunities A 3.21 6.22 2.79 -3.44 8.81 4.15
First Eagle Global Income Builder R6 3.80 6.19 3.41 -0.40 --- ---
First Eagle Global Income Builder I 3.79 6.18 3.48 -0.43 9.65 4.05
Pioneer Solutions Balanced Y 3.33 6.17 0.96 -4.57 5.89 2.51
Leuthold Global Inst 3.12 6.17 1.50 -8.42 4.73 2.07
Victory Strategic Allocation C 3.23 6.16 2.69 -2.16 7.19 3.99
Oppenheimer Global Allocation Y 3.61 6.16 2.17 -4.76 7.17 3.25
Neuberger Berman Global Allocation C 3.24 6.16 1.50 -4.69 7.46 1.70
Morgan Stanley Inst Global Strat A 3.24 6.16 3.26 -1.83 8.63 3.01
Canterbury Portfolio Thermostat I 3.13 6.15 0.55 -4.60 --- ---
First Eagle Global Income Builder C 3.70 6.14 3.22 -1.43 8.56 3.01
Columbia Global Opportunities C 3.10 6.14 2.61 -4.14 8.01 3.36
Morgan Stanley Inst Global Strat L 3.26 6.13 3.17 -2.26 8.10 2.48
First Eagle Global Income Builder R3 3.76 6.13 3.40 --- --- ---
Templeton Global Balanced R6 2.43 6.12 0.26 -4.13 8.86 2.52
RiskPro® Dynamic 15-25 R 3.35 6.10 1.94 -1.20 --- ---
Pioneer Solutions Balanced R 3.30 6.10 0.85 -4.86 5.42 ---
Oppenheimer Global Allocation R 3.49 6.09 1.96 -5.29 6.61 2.72
Pioneer Solutions Balanced C 3.37 6.08 0.77 -5.31 4.93 1.56
Oppenheimer Global Allocation A 3.54 6.08 2.02 -5.09 6.88 2.98
MassMutual Select BlackRock Glb Allc Adm 3.54 6.07 2.27 -3.34 7.30 2.97
Janus Henderson Global Allocation Mod T 3.24 6.07 2.83 -2.49 7.99 3.63
Oppenheimer Global Allocation C 3.52 6.05 1.90 -5.74 6.10 2.21
BlackRock Global Allocation K 3.48 6.04 2.37 -2.98 --- ---
BlackRock Global Allocation Instl 3.48 6.03 2.34 -3.05 7.61 3.29
Morgan Stanley Inst Global Strat C 3.21 6.02 3.06 -2.57 7.75 ---
BlackRock Global Allocation Inv A 3.44 6.01 2.30 -3.30 7.33 3.00
Leuthold Global Retail 3.04 6.00 1.25 -8.73 4.44 1.81
Janus Henderson Global Allocation Mod A 3.17 6.00 2.77 -2.56 7.84 3.50
MassMutual Select BlackRock Glb Allc R5 3.50 5.98 2.25 -3.19 7.49 3.15
MassMutual Select BlackRock Glbl Allc I 3.56 5.97 2.34 -3.09 7.62 ---
MassMutual Select BlackRock Glbl Allc A 3.46 5.97 2.17 -3.63 7.02 2.71
MassMutual Select BlackRock Glb Allc Svc 3.56 5.97 2.28 -3.24 7.41 3.07
Janus Henderson Global Allocation Mod I 3.16 5.97 2.82 -2.42 8.07 3.72
Janus Henderson Global Allocation Mod S 3.11 5.96 2.75 -2.78 7.65 3.32
Janus Henderson Global Allocation Mod D 3.15 5.96 2.81 -2.42 8.05 3.68
BlackRock Global Allocation R 3.44 5.96 2.23 -3.61 6.99 2.66
MassMutual Select BlackRock Glbl Allc R3 3.51 5.95 2.14 -3.73 6.84 ---
AllianzGI Global Allocation Admin 3.63 5.95 2.65 -3.63 7.09 3.23
MFS Global Total Return R6 3.82 5.94 3.21 -2.31 7.53 4.33
MassMutual Select BlackRock Glbl Allc R4 3.50 5.94 2.21 -3.55 7.11 ---
AllianzGI Global Allocation Instl 3.65 5.94 2.73 -3.42 7.22 3.39
MFS Global Total Return R4 3.77 5.93 3.21 -2.37 7.40 4.23
Janus Henderson Global Allocation Mod C 3.13 5.90 2.61 -3.26 7.12 2.86
MFS Global Total Return R2 3.76 5.88 3.09 -2.87 6.87 3.70
MFS Global Total Return I 3.76 5.88 3.18 -2.41 7.41 4.22
MFS Global Total Return A 3.72 5.88 3.13 -2.69 7.12 3.96
AllianzGI Global Allocation R 3.67 5.88 2.66 -3.91 6.83 2.99
AllianzGI Global Allocation P 3.67 5.88 2.67 -3.50 7.34 3.44
BlackRock Global Allocation Inv C 3.40 5.86 2.13 -4.00 6.52 2.24
AllianzGI Global Allocation R6 3.62 5.86 2.75 -3.46 7.33 ---
MFS Global Total Return R3 3.73 5.83 3.14 -2.64 7.15 3.98
AllianzGI Global Allocation A 3.63 5.82 2.64 -3.76 7.01 3.17
MFS Global Total Return C 3.70 5.78 2.94 -3.40 6.33 3.18
GMO Global Asset Allocation III 3.20 5.78 3.06 -2.84 8.26 3.05
MFS Global Total Return B 3.70 5.76 2.95 -3.37 6.35 3.19
AllianzGI Global Allocation C 3.53 5.76 2.45 -4.53 6.18 2.39
MFS Global Total Return R1 3.65 5.75 2.94 -3.38 6.33 3.18
GMO Global Asset Allocation Series R6 3.14 5.75 3.04 -2.80 8.11 2.93
Thornburg Investment Income Builder R6 3.20 5.69 1.64 1.90 --- ---
Thornburg Investment Income Builder R5 3.23 5.65 1.81 1.89 11.43 4.71
GMO Global Asset Allocation Series PS 3.15 5.64 3.02 --- --- ---
American Funds Global Balanced R5E 2.74 5.63 3.63 -2.20 8.11 ---
American Funds Global Balanced F3 2.74 5.63 3.66 -2.09 --- ---
Thornburg Investment Income Builder I 3.19 5.62 1.58 1.75 11.49 4.78
Thornburg Investment Income Builder A 3.19 5.62 1.60 1.55 11.19 4.47
American Funds Global Balanced R6 2.73 5.62 3.66 -2.08 8.25 3.92
American Funds Global Balanced R5 2.73 5.62 3.68 -2.11 8.19 3.86
American Funds Global Balanced F2 2.74 5.62 3.67 -2.18 8.14 3.81
American Funds Global Balanced 529A 2.71 5.60 3.56 -2.44 7.84 3.52
American Funds Global Balanced R4 2.70 5.59 3.60 -2.40 7.87 3.57
American Funds Global Balanced A 2.70 5.59 3.58 -2.41 7.89 3.59
American Funds Global Balanced 529F1 2.70 5.59 3.63 -2.22 8.08 3.74
Thornburg Investment Income Builder R4 3.16 5.58 1.64 1.40 10.97 4.27
Thornburg Investment Income Builder C 3.17 5.58 1.42 0.79 10.38 3.72
Thornburg Investment Income Builder R3 3.15 5.57 1.61 1.28 10.86 4.17
MainStay Income Builder R6 3.38 5.57 2.54 --- --- ---
GMO Risk Premium VI 3.09 5.57 -1.07 1.80 10.06 5.63
GMO Risk Premium III 3.10 5.56 -1.09 1.69 9.96 5.55
American Funds Global Balanced F1 2.70 5.56 3.56 -2.46 7.84 3.53
Invesco Balanced-Risk Allc R6 3.44 5.55 4.43 0.93 7.23 3.98
GMO Benchmark-Free III 2.80 5.53 3.64 -3.84 8.94 2.87
American Funds Global Balanced R3 2.68 5.53 3.50 -2.70 7.56 3.26
American Funds Global Balanced 529E 2.68 5.53 3.51 -2.69 7.59 3.28
MainStay Income Builder Inv 3.37 5.52 2.43 1.91 8.65 4.54
Janus Henderson Adaptive Global Allc D 3.43 5.52 2.53 -1.33 8.65 ---
MainStay Income Builder R3 3.35 5.51 2.38 1.68 --- ---
MainStay Income Builder I 3.37 5.51 2.51 2.23 9.06 4.96
Janus Henderson Adaptive Global Allc T 3.43 5.51 2.66 -1.31 8.63 ---
Janus Henderson Adaptive Global Allc N 3.43 5.51 2.59 -1.18 8.80 ---
Janus Henderson Adaptive Global Allc I 3.43 5.51 2.55 -1.21 8.77 ---
American Funds Global Balanced R2E 2.64 5.50 3.46 -2.87 7.40 ---
MainStay Income Builder R2 3.38 5.48 2.44 1.89 8.68 ---
MainStay Income Builder A 3.32 5.48 2.41 1.99 8.78 4.70
American Funds Global Balanced R2 2.65 5.48 3.38 -3.14 7.07 2.80
American Funds Global Balanced C 2.61 5.47 3.38 -3.15 7.06 2.77
Invesco Balanced-Risk Allc Y 3.44 5.46 4.34 0.84 7.12 3.85
Invesco Balanced-Risk Allc R5 3.44 5.46 4.34 0.84 7.14 3.89
Invesco Balanced-Risk Allc R 3.37 5.46 4.30 0.38 6.57 3.33
Invesco Balanced-Risk Allc A 3.40 5.46 4.32 0.57 6.84 3.60
American Funds Global Balanced R1 2.64 5.46 3.37 -3.15 7.08 2.85
Invesco Balanced-Risk Allc C 3.38 5.44 4.13 -0.10 6.04 2.83
American Funds Global Balanced 529C 2.62 5.44 3.37 -3.21 7.00 2.71
Voya Global Target Payment W 2.99 5.41 2.12 -1.54 7.04 3.61
Janus Henderson Adaptive Global Allc S 3.43 5.41 2.46 -1.60 8.36 ---
Janus Henderson Adaptive Global Allc A 3.33 5.41 2.44 -1.51 8.47 ---
Voya Global Target Payment R6 2.98 5.40 2.12 --- --- ---
Voya Global Target Payment I 2.98 5.40 2.12 -1.53 7.07 3.66
American Funds Capital Income Bldr R6 3.23 5.40 2.57 -1.17 7.91 4.75
American Funds Capital Income Bldr R5 3.23 5.40 2.55 -1.22 7.85 4.69
American Funds Capital Income Bldr F3 3.24 5.40 2.57 -1.18 --- ---
American Funds Capital Income Bldr F2 3.24 5.40 2.56 -1.27 7.80 4.64
Upright Assets Allocation Plus 2.83 5.39 2.70 -13.11 --- ---
American Funds Capital Income Bldr R5E 3.22 5.39 2.53 -1.32 7.73 ---
MainStay Income Builder C 3.29 5.38 2.22 1.08 7.82 3.76
American Funds Capital Income Bldr 529F 3.22 5.38 2.53 -1.31 7.75 4.59
MainStay Income Builder B 3.28 5.36 2.22 1.13 7.83 3.76
American Funds Capital Income Bldr R4 3.22 5.36 2.49 -1.51 7.54 4.38
American Funds Capital Income Bldr A 3.20 5.36 2.49 -1.47 7.59 4.44
American Funds Capital Income Bldr 529A 3.22 5.36 2.48 -1.53 7.51 4.35
Voya Global Target Payment A 2.94 5.35 2.03 -1.82 6.77 3.35
American Funds Capital Income Bldr F1 3.20 5.34 2.47 -1.54 7.51 4.36
American Funds Capital Income Bldr 529E 3.18 5.33 2.42 -1.76 7.27 4.11
Janus Henderson Adaptive Global Allc C 3.34 5.32 2.39 -2.17 7.69 ---
American Funds Capital Income Bldr R3 3.18 5.32 2.40 -1.80 7.21 4.07
JPMorgan Global Allocation R6 3.08 5.31 2.56 -3.11 --- ---
JPMorgan Global Allocation R5 3.08 5.31 2.54 --- --- ---
American Funds Capital Income Bldr R2E 3.16 5.29 2.36 -1.96 7.05 ---
JPMorgan Global Allocation R4 2.98 5.28 2.45 --- --- ---
American Funds Capital Income Bldr R1 3.15 5.27 2.29 -2.25 6.73 3.61
American Funds Capital Income Bldr 529C 3.15 5.27 2.29 -2.27 6.69 3.55
American Funds Capital Income Bldr C 3.14 5.26 2.28 -2.23 6.74 3.61
Voya Global Target Payment C 2.92 5.25 1.80 -2.68 5.94 2.57
JPMorgan Global Allocation R3 3.03 5.25 2.43 --- --- ---
JPMorgan Global Allocation I 3.03 5.25 2.47 -3.31 9.53 5.01
American Funds Capital Income Bldr R2 3.13 5.25 2.28 -2.25 6.73 3.61
JPMorgan Global Allocation R2 2.99 5.24 2.39 -3.84 8.96 4.48
JPMorgan Global Allocation C 2.96 5.23 2.32 -3.96 8.73 4.24
JPMorgan Global Allocation A 2.98 5.21 2.42 -3.51 9.25 4.75
Voya Global Target Payment R 2.91 5.18 1.94 -2.12 6.47 3.09
GMO Implementation 2.65 5.18 3.93 -2.31 8.04 2.80
MFS Prudent Investor R6 3.04 4.96 3.52 4.47 --- ---
MFS Prudent Investor R4 3.04 4.96 3.62 4.46 --- ---
MFS Prudent Investor R3 3.04 4.96 3.58 4.21 --- ---
MFS Prudent Investor R2 3.15 4.96 3.54 3.96 --- ---
MFS Prudent Investor I 3.15 4.96 3.62 4.46 --- ---
MFS Prudent Investor A 3.15 4.96 3.64 4.27 --- ---
Russell Inv Multi-Asset Growth Strat Y 2.50 4.92 2.98 -0.24 --- ---
Russell Inv Multi-Asset Growth Strat S 2.51 4.92 2.93 -0.42 --- ---
Russell Inv Multi-Asset Growth Strat M 2.61 4.92 2.95 -0.23 --- ---
Russell Inv Multi-Asset Growth Strat A 2.50 4.91 2.87 -0.53 --- ---
MFS Prudent Investor R1 3.05 4.86 3.36 3.36 --- ---
MFS Prudent Investor B 3.05 4.86 3.38 3.38 --- ---
Guidepath® Growth and Income 3.05 4.85 -2.95 --- --- ---
Russell Inv Multi-Asset Growth Strat C 2.51 4.82 2.62 -1.45 --- ---
GMO Benchmark-Free Allocation IV 2.46 4.79 3.45 -2.29 7.41 2.45
GMO Benchmark-Free Allocation III 2.42 4.79 3.41 -2.35 7.36 2.39
MFS Prudent Investor C 2.95 4.77 3.35 3.35 --- ---
GMO Benchmark-Free Allocation Ser R6 2.42 4.75 3.37 -2.33 7.23 2.29
GMO Benchmark-Free Allocation Ser PS 2.42 4.75 3.26 -2.44 --- ---
KL Allocation Institutional 3.07 4.72 3.13 -8.51 4.36 3.65
Wells Fargo Absolute Return R6 2.34 4.70 3.31 -2.59 7.03 ---
Wells Fargo Absolute Return Inst 2.34 4.70 3.30 -2.60 6.94 2.04
Wells Fargo Absolute Return Admin 2.33 4.68 3.20 -2.86 6.66 1.80
Chiron Capital Allocation I 1.78 4.67 -0.34 -9.79 7.67 ---
KL Allocation Advisor 3.04 4.63 3.02 -8.75 4.09 3.40
Wells Fargo Absolute Return R 2.35 4.60 3.13 -3.04 6.34 ---
Wells Fargo Absolute Return A 2.34 4.59 3.24 -2.92 6.57 1.68
Wells Fargo Absolute Return C 2.28 4.57 3.02 -3.68 5.75 0.92
Janus Henderson All Asset N 2.19 4.36 2.40 -2.71 5.95 ---
Janus Henderson All Asset T 2.18 4.35 2.31 -2.87 --- ---
Janus Henderson All Asset S 2.18 4.35 2.33 -3.05 --- ---
Janus Henderson All Asset I 2.18 4.35 2.29 -2.80 5.89 2.71
Janus Henderson All Asset D 2.18 4.35 2.28 -2.91 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc IS 2.16 4.32 3.19 -1.16 5.35 ---
Morgan Stanley Inst Glbl MltiAsst Inc I 2.17 4.32 3.18 -1.20 5.26 ---
Morgan Stanley Inst Glbl MltiAsst Inc A 2.27 4.32 3.09 -1.51 4.93 ---
Janus Henderson All Asset A 2.17 4.32 2.25 -3.01 5.62 2.45
Morgan Stanley Inst Glbl MltiAsst Inc C 2.18 4.24 2.91 -2.27 4.11 ---
Janus Henderson Global Allc Cnsrv A 2.21 4.24 2.60 -2.36 5.70 2.74
Janus Henderson Global Allc Cnsrv T 2.29 4.23 2.64 -2.24 5.86 2.89
Janus Henderson Global Allc Cnsrv I 2.20 4.23 2.67 -2.12 5.97 3.01
Janus Henderson Global Allc Cnsrv S 2.13 4.18 2.54 -2.53 5.56 2.60
Janus Henderson All Asset C 2.09 4.16 2.12 -3.71 4.84 1.69
Janus Henderson Global Allc Cnsrv D 2.20 4.14 2.58 -2.21 5.91 2.93
Janus Henderson Global Allc Cnsrv C 2.16 4.14 2.42 -3.05 5.06 2.17
Catalyst/MAP Global Balanced I 2.53 4.13 1.02 0.70 7.13 ---
Catalyst/MAP Global Balanced A 2.54 4.04 1.02 0.43 6.83 3.89
Catalyst/MAP Global Balanced C 2.47 4.00 0.76 -0.31 5.99 3.12
Destra Wolverine Dynamic Asset A 2.24 3.62 0.23 -5.54 5.97 ---
Destra Wolverine Dynamic Asset I 2.34 3.61 0.33 -5.27 6.21 ---
Destra Wolverine Dynamic Asset C 2.28 3.57 0.14 -6.21 5.21 ---
Meeder Global Allocation Institutional 1.84 2.54 -0.12 -6.23 --- ---
Natixis ASG Dynamic Allocation Y 1.42 2.47 -0.11 -7.41 6.24 ---
Meeder Global Allocation Retail 1.75 2.45 -0.20 -6.68 11.03 3.71
Meeder Global Allocation Adviser 1.84 2.44 -0.21 -6.48 --- ---
Natixis ASG Dynamic Allocation C 1.33 2.38 -0.30 -8.33 5.20 ---
Natixis ASG Dynamic Allocation A 1.33 2.37 -0.23 -7.72 5.95 ---
RiskPro® PFG 0-15 R 1.28 1.83 1.34 -2.39 --- ---
CCA Aggressive Return Instl 0.18 0.91 1.21 -8.08 6.69 1.69
Redwood Systematic Macro Trnd (SMarT) I 0.57 0.64 -1.22 -2.80 --- ---
Redwood Systematic Macro Trnd (SMarT) N 0.58 0.58 -1.26 -3.01 --- ---
Cargile 0.00 0.00 -4.03 --- --- ---
Neuberger Berman Global Allocation R6 --- --- --- --- --- ---
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