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Data through 12/7/2018. 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 -3.03 -6.06 -4.72 -4.42 4.41 2.62
Highland Global Allocation Y -2.56 5.42 -2.43 9.60 12.05 4.42
Highland Global Allocation A -2.51 5.36 -2.42 9.38 11.86 4.19
Highland Global Allocation C -2.64 4.46 -2.59 8.52 10.98 3.40
Catalyst/MAP Global Balanced I -1.25 -0.49 -1.03 1.23 4.89 ---
DWS RREEF Real Assets R6 -0.64 -0.53 -1.68 2.35 6.09 ---
DWS RREEF Real Assets Inst -0.64 -0.53 -1.58 2.46 6.10 2.51
Sextant Global High Income -2.24 -0.64 -0.73 1.10 10.12 4.46
DWS RREEF Real Assets S -0.64 -0.67 -1.69 2.22 5.93 2.35
Appleseed Investor -0.32 -0.68 1.69 0.41 7.92 2.95
Appleseed Institutional -0.53 -0.68 1.53 0.39 8.04 3.12
DWS RREEF Real Assets T -0.74 -0.80 -1.78 2.06 --- ---
DWS RREEF Real Assets A -0.63 -0.80 -1.67 2.17 5.77 2.20
Catalyst/MAP Global Balanced A -1.25 -0.84 -1.18 0.98 4.58 3.83
DWS RREEF Real Assets R -0.74 -1.06 -1.77 1.80 5.51 1.93
Eaton Vance Multi-Asset Credit I -1.38 -1.15 -1.05 -0.05 5.47 4.09
Catalyst/MAP Global Balanced C -1.35 -1.49 -1.37 0.15 3.77 3.07
DWS RREEF Real Assets C -0.85 -1.52 -2.00 1.25 4.96 1.41
Thornburg Investment Income Builder R6 -2.80 -1.97 -2.47 -0.72 --- ---
Eaton Vance Multi-Asset Credit A -1.43 -2.02 -1.61 -0.91 4.99 3.72
Thornburg Investment Income Builder R5 -2.76 -2.13 -2.51 -0.94 6.81 4.69
Eaton Vance Multi-Asset Credit C -1.56 -2.24 -1.41 -1.12 4.39 3.04
Thornburg Investment Income Builder A -2.79 -2.30 -2.52 -1.08 6.62 4.49
Ivy Asset Strategy N -4.19 -2.51 -5.30 -0.25 2.51 ---
Thornburg Investment Income Builder R4 -2.81 -2.52 -2.58 -1.31 6.39 4.27
Thornburg Investment Income Builder R3 -2.83 -2.64 -2.61 -1.43 6.28 4.16
Thornburg Investment Income Builder I -3.20 -2.67 -3.09 -1.43 6.72 4.69
Ivy Asset Strategy I -4.20 -2.71 -5.38 -0.43 2.36 -0.21
Franklin Mutual Quest R6 -5.43 -2.72 -5.52 -0.92 6.30 3.97
Franklin Mutual Quest Z -5.42 -2.78 -5.52 -0.94 6.24 3.91
Loomis Sayles Global Allocation N -3.88 -2.84 -6.67 -1.50 --- ---
Ivy Asset Strategy E -4.25 -2.84 -5.43 -0.62 2.18 -0.42
Ivy Asset Strategy Y -4.20 -2.89 -5.40 -0.64 2.12 -0.44
Loomis Sayles Global Allocation Y -3.88 -2.93 -6.67 -1.60 6.95 5.87
Ivy Asset Strategy A -4.21 -2.93 -5.38 -0.70 2.08 -0.46
Thornburg Investment Income Builder C -2.86 -3.00 -2.75 -1.86 5.85 3.74
Franklin Mutual Quest A -5.45 -3.01 -5.60 -1.22 5.96 3.63
Loomis Sayles Global Allocation A -3.91 -3.17 -6.75 -1.87 6.67 5.59
Ivy Asset Strategy R -4.27 -3.22 -5.48 -1.02 1.76 -0.80
Franklin Mutual Quest R -5.47 -3.25 -5.63 -1.46 5.69 3.39
Russell Inv Multi-Asset Growth Strat Y -1.28 -3.33 -2.27 -3.22 --- ---
Russell Inv Multi-Asset Growth Strat M -1.28 -3.48 -2.39 -3.30 --- ---
MainStay Income Builder I -1.67 -3.50 -2.57 -3.09 5.38 4.75
Russell Inv Multi-Asset Growth Strat S -1.28 -3.55 -2.32 -3.40 --- ---
Redwood Systematic Macro Trnd (SMarT) I -3.76 -3.55 -6.09 -2.81 --- ---
Ivy Asset Strategy C -4.28 -3.57 -5.60 -1.38 1.36 -1.17
Brookfield Real Assets Securities Y -2.14 -3.58 -2.79 -2.61 5.49 ---
Ivy Asset Strategy B -4.27 -3.59 -5.57 -1.45 1.31 -1.21
Brookfield Real Assets Securities I -2.03 -3.59 -2.80 -2.50 5.54 ---
PIMCO Global Multi-Asset Instl -2.43 -3.64 -3.73 -2.68 4.53 4.45
Franklin Mutual Quest C -5.51 -3.65 -5.73 -1.91 5.18 2.87
GuidePath® Multi-Asset Income Allc Svc -1.79 -3.68 -2.58 -2.68 4.17 2.96
Russell Inv Multi-Asset Growth Strat A -1.38 -3.70 -2.46 -3.59 --- ---
PIMCO Global Multi-Asset I2 -2.44 -3.71 -3.77 -2.77 4.42 4.36
BlackRock Dynamic High Income K -3.80 -3.72 -4.62 -2.41 --- ---
MainStay Income Builder A -1.70 -3.75 -2.61 -3.31 5.11 4.49
Cohen & Steers Real Assets Z -1.93 -3.76 -0.93 -0.60 4.67 0.06
Brookfield Real Assets Securities A -2.11 -3.77 -2.79 -2.77 5.45 ---
BlackRock Dynamic High Income Instl -3.81 -3.77 -4.73 -2.46 5.99 ---
Redwood Systematic Macro Trnd (SMarT) N -3.85 -3.80 -6.15 -3.08 --- ---
Loomis Sayles Global Allocation C -3.97 -3.83 -6.93 -2.61 5.88 4.80
MainStay Income Builder R2 -1.71 -3.84 -2.67 -3.46 5.01 ---
Destra Wolverine Dynamic Asset I -1.55 -3.84 -6.67 -1.66 4.41 ---
MainStay Income Builder Inv -1.71 -3.86 -2.66 -3.43 4.98 4.33
Cohen & Steers Real Assets I -2.04 -3.86 -1.04 -0.72 4.67 0.08
JOHCM Global Income Builder Instl -1.63 -3.90 -2.50 -3.35 --- ---
Lazard Real Assets & Pricing Opps Instl -1.83 -3.93 -2.59 -2.98 --- ---
JOHCM Global Income Builder I -1.64 -3.99 -2.53 -3.44 --- ---
Destra Wolverine Dynamic Asset A -1.56 -4.01 -6.68 -1.81 4.19 ---
MainStay Income Builder R3 -1.73 -4.02 -2.71 -3.66 --- ---
PIMCO Global Multi-Asset A -2.54 -4.04 -3.88 -3.19 4.02 3.90
BlackRock Dynamic High Income Inv A -3.83 -4.08 -4.80 -2.79 5.73 ---
Janus Henderson Global Allc Cnsrv I -1.62 -4.09 -3.64 -3.21 3.27 2.81
Brookfield Real Assets Securities C -2.11 -4.09 -2.91 -3.12 4.85 ---
Cohen & Steers Real Assets A -2.04 -4.17 -1.15 -1.03 4.33 -0.23
Nuveen Real Asset Income R6 -1.94 -4.19 -3.41 -3.22 --- ---
Lazard Real Assets & Pricing Opps Open -1.83 -4.20 -2.65 -3.23 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc IS -1.00 -4.21 -1.94 -3.65 3.38 ---
Cohen & Steers Real Assets R -2.05 -4.21 -1.06 -1.10 4.16 -0.41
Morgan Stanley Inst Glbl MltiAsst Inc I -1.01 -4.24 -1.96 -3.70 3.33 ---
Janus Henderson Global Allc Cnsrv D -1.62 -4.25 -3.72 -3.28 3.17 2.73
Nuveen Real Asset Income I -2.01 -4.28 -3.49 -3.35 5.95 5.99
Janus Henderson Global Allc Cnsrv T -1.62 -4.33 -3.73 -3.36 3.09 2.68
Preserver Alternative Opportunits Instl -3.42 -4.35 -6.86 -3.31 --- ---
Russell Inv Multi-Asset Growth Strat C -1.38 -4.36 -2.56 -4.32 --- ---
Principal Diversified Real Asset R6 -2.62 -4.38 -3.97 -2.12 4.28 ---
Principal Diversified Real Asset Instl -2.62 -4.38 -3.97 -2.17 4.24 0.39
Janus Henderson Global Allc Cnsrv A -1.62 -4.42 -3.74 -3.52 2.97 2.53
Janus Henderson Global Allc Cnsrv S -1.63 -4.44 -3.60 -3.53 2.84 2.39
JPMorgan Global Allocation R6 -2.76 -4.45 -4.50 -2.88 --- ---
Principal Diversified Real Asset R5 -2.63 -4.47 -3.97 -2.27 --- ---
MainStay Income Builder C -1.77 -4.50 -2.83 -4.14 4.19 3.56
Wilmington Real Asset Institutional -0.78 -4.51 -2.17 -1.89 3.12 1.68
Nuveen Real Asset Income A -2.02 -4.51 -3.54 -3.55 5.71 5.73
JPMorgan Global Allocation I -2.70 -4.51 -4.48 -2.97 5.11 4.59
Morgan Stanley Inst Global Strat IS -2.53 -4.54 -3.86 -3.42 5.23 ---
Morgan Stanley Inst Global Strat Instl -2.47 -4.54 -3.80 -3.39 5.21 2.96
MainStay Income Builder B -1.77 -4.55 -2.85 -4.18 4.18 3.55
GMO Risk Premium VI -4.32 -4.55 -6.46 -4.18 6.12 5.36
Old Westbury Strategic Opportunities -3.99 -4.60 -5.21 -3.73 3.82 3.34
Preserver Alternative Opportunits Retl -3.52 -4.62 -6.97 -3.64 --- ---
Principal Diversified Real Asset R4 -2.63 -4.64 -4.06 -2.40 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc A -1.11 -4.64 -2.04 -4.09 2.97 ---
Lazard Global Dynamic Multi-Asset Inst -4.04 -4.64 -6.27 -2.98 --- ---
GMO Risk Premium III -4.31 -4.64 -6.46 -4.28 6.02 5.26
First Eagle Global Income Builder I -2.57 -4.64 -3.48 -3.49 5.40 3.74
Destra Wolverine Dynamic Asset C -1.58 -4.68 -6.85 -2.56 3.39 ---
First Eagle Global Income Builder R6 -2.57 -4.69 -3.48 -3.54 --- ---
PIMCO Global Multi-Asset C -2.53 -4.70 -4.02 -3.87 3.24 3.12
Columbia Global Opportunities Inst3 -2.81 -4.71 -4.15 -3.02 --- ---
Principal Diversified Real Asset A -2.72 -4.73 -4.07 -2.54 3.81 -0.01
Wilmington Real Asset A -0.86 -4.74 -2.26 -2.16 2.86 1.42
Cohen & Steers Real Assets C -2.11 -4.75 -1.22 -1.73 3.58 -0.92
JPMorgan Global Allocation A -2.71 -4.76 -4.56 -3.22 4.85 4.32
BlackRock Dynamic High Income Inv C -3.90 -4.76 -4.98 -3.52 4.94 ---
Morgan Stanley Inst Global Strat A -2.55 -4.81 -3.89 -3.70 4.88 2.61
Invesco Balanced-Risk Allc R6 0.38 -4.81 -2.24 -2.75 5.01 3.64
Canterbury Portfolio Thermostat I -4.36 -4.81 -7.49 -3.35 --- ---
Principal Diversified Real Asset R3 -2.64 -4.82 -4.07 -2.66 --- ---
Invesco Balanced-Risk Allc Y 0.48 -4.82 -2.24 -2.84 4.90 3.53
Columbia Global Opportunities Inst2 -2.80 -4.83 -4.21 -3.08 5.77 4.02
Columbia Global Opportunities Adv -2.88 -4.85 -4.22 -3.17 5.70 3.89
Voya Global Perspectives Port I -2.59 -4.86 -4.95 -3.36 5.08 3.55
Columbia Global Opportunities Inst -2.81 -4.86 -4.23 -3.17 5.72 3.94
Lazard Global Dynamic Multi-Asset Open -4.14 -4.90 -6.36 -3.29 --- ---
Janus Henderson Adaptive Global Allc N -2.42 -4.90 -4.36 -3.19 5.33 ---
Janus Henderson Adaptive Global Allc I -2.42 -4.90 -4.36 -3.24 5.31 ---
Invesco Balanced-Risk Allc R5 0.38 -4.91 -2.24 -2.85 4.94 3.55
DWS Global Income Builder R6 -3.50 -4.91 -4.89 -3.36 6.33 ---
Janus Henderson Global Allocation Mod I -2.72 -4.94 -5.08 -3.67 4.17 3.32
RiskPro® PFG 0-15 R -0.84 -4.95 -2.18 --- --- ---
GMO Benchmark-Free Allocation IV -1.77 -4.95 -2.29 -3.23 3.31 1.76
First Eagle Global Income Builder A -2.59 -4.95 -3.62 -3.82 5.09 3.48
T. Rowe Price Global Allocation I -3.21 -4.96 -5.11 -3.81 --- ---
American Funds Global Balanced R6 -2.85 -4.97 -3.29 -3.49 4.79 3.55
American Funds Global Balanced F3 -2.85 -4.98 -3.30 -3.52 --- ---
Janus Henderson Global Allc Cnsrv C -1.67 -4.99 -3.91 -4.17 2.36 1.96
DWS Global Income Builder S -3.49 -4.99 -4.91 -3.47 6.23 3.74
Janus Henderson Adaptive Global Allc D -2.42 -5.00 -4.37 -3.31 5.13 ---
GMO Benchmark-Free Allocation III -1.77 -5.00 -2.29 -3.25 3.27 1.70
DWS Global Income Builder Inst -3.50 -5.00 -5.02 -3.47 6.23 3.76
Janus Henderson Global Allocation Mod D -2.72 -5.01 -5.15 -3.73 4.13 3.26
GMO Benchmark-Free Allocation Ser R6 -1.76 -5.04 -2.33 -3.29 3.14 1.59
American Funds Global Balanced R5 -2.85 -5.04 -3.34 -3.56 4.74 3.49
T. Rowe Price Global Allocation -3.22 -5.05 -5.12 -3.96 5.30 4.52
JPMorgan Global Allocation R2 -2.78 -5.06 -4.68 -3.55 4.55 4.04
Invesco Balanced-Risk Allc A 0.49 -5.07 -2.28 -3.07 4.65 3.27
MFS® Global Total Return R6 -1.81 -5.08 -3.78 -4.00 4.74 3.83
American Funds Global Balanced R5E -2.85 -5.08 -3.33 -3.59 4.66 ---
Wells Fargo Absolute Return R6 -1.73 -5.09 -2.26 -3.43 2.99 ---
Janus Henderson Adaptive Global Allc T -2.52 -5.09 -4.46 -3.42 5.11 ---
MassMutual Select BlackRock Glbl Allc I -2.48 -5.10 -4.16 -4.00 3.65 ---
Janus Henderson Global Allocation Mod T -2.73 -5.10 -5.17 -3.88 4.05 3.21
Columbia Global Opportunities A -2.84 -5.10 -4.26 -3.41 5.43 3.68
BlackRock Global Allocation K -2.50 -5.10 -4.20 -4.04 --- ---
American Funds Global Balanced F2 -2.85 -5.10 -3.35 -3.61 4.67 3.44
Voya Global Perspectives Port S -2.69 -5.11 -4.99 -3.60 4.78 3.28
American Funds Global Balanced 529F1 -2.85 -5.11 -3.36 -3.65 4.62 3.37
MassMutual Select BlackRock Glb Allc R5 -2.54 -5.12 -4.19 -4.13 3.56 2.86
Columbia Global Opportunities T -2.85 -5.12 -4.28 -3.43 5.39 ---
Nuveen Real Asset Income C -2.04 -5.14 -3.68 -4.24 4.92 4.95
Wells Fargo Absolute Return Inst -1.73 -5.18 -2.35 -3.53 2.87 1.38
Voya Global Target Payment I -2.56 -5.18 -4.38 -4.06 3.42 3.31
Janus Henderson Adaptive Global Allc A -2.52 -5.18 -4.46 -3.53 5.02 ---
MFS® Global Total Return R4 -1.85 -5.19 -3.82 -4.10 4.63 3.73
Janus Henderson Global Allocation Mod A -2.74 -5.19 -5.19 -3.95 3.91 3.08
BlackRock Global Allocation Instl -2.55 -5.19 -4.20 -4.13 3.62 2.97
Aristotle/Saul Global Opportunities I -5.05 -5.19 -5.62 -2.85 7.20 2.96
Voya Global Target Payment W -2.57 -5.20 -4.39 -4.07 3.38 3.26
MFS® Global Total Return I -1.87 -5.20 -3.81 -4.09 4.62 3.72
Morgan Stanley Inst Glbl MltiAsst Inc C -1.11 -5.21 -2.25 -4.75 2.21 ---
JPMorgan Global Allocation C -2.81 -5.21 -4.69 -3.74 4.31 3.79
American Funds Capital Income Bldr R6 -2.61 -5.21 -2.65 -3.97 5.01 4.39
Voya Global Perspectives W -2.55 -5.22 -4.82 -3.80 4.92 3.48
Voya Global Perspectives I -2.64 -5.23 -4.82 -3.80 4.90 3.45
Janus Henderson Global Allocation Mod S -2.76 -5.23 -5.15 -4.09 3.77 2.91
American Funds Capital Income Bldr F3 -2.62 -5.23 -2.67 -3.98 --- ---
Voya Global Perspectives Port A -2.70 -5.24 -5.08 -3.73 4.69 3.19
DWS Global Income Builder A -3.60 -5.25 -5.07 -3.69 5.98 3.53
Morgan Stanley Inst Global Strat L -2.64 -5.26 -4.05 -4.24 4.33 2.09
American Funds Capital Income Bldr R5 -2.62 -5.26 -2.66 -4.02 4.96 4.33
American Funds Global Balanced A -2.89 -5.27 -3.41 -3.84 4.45 3.22
Janus Henderson Adaptive Global Allc S -2.52 -5.28 -4.47 -3.67 4.90 ---
American Funds Global Balanced R4 -2.85 -5.28 -3.38 -3.85 4.43 3.20
MassMutual Select BlackRock Glb Allc Svc -2.58 -5.29 -4.26 -4.30 3.43 2.77
T. Rowe Price Global Allocation Advisor -3.23 -5.30 -5.15 -4.22 5.08 4.35
Columbia Global Opportunities R -2.87 -5.30 -4.39 -3.67 5.16 3.38
American Funds Global Balanced 529A -2.89 -5.31 -3.39 -3.88 4.39 3.16
American Funds Capital Income Bldr F2 -2.62 -5.32 -2.69 -4.07 4.90 4.28
Victory Strategic Allocation I -2.80 -5.34 -5.90 -3.89 3.49 4.26
American Funds Global Balanced F1 -2.88 -5.34 -3.42 -3.86 4.40 3.17
American Funds Capital Income Bldr 529F -2.62 -5.34 -2.68 -4.11 4.86 4.23
Invesco Balanced-Risk Allc R 0.30 -5.35 -2.42 -3.32 4.34 3.00
American Funds Capital Income Bldr R5E -2.62 -5.35 -2.69 -4.11 4.84 ---
MFS® Global Total Return A -1.85 -5.38 -3.88 -4.35 4.38 3.47
MassMutual Select BlackRock Glb Allc Adm -2.50 -5.38 -4.22 -4.35 3.35 2.68
GMO Implementation -1.87 -5.38 -2.02 -3.33 3.50 2.04
MFS® Global Total Return R3 -1.85 -5.39 -3.89 -4.37 4.40 3.48
RiskPro® Dynamic 15-25 R -3.03 -5.40 -3.93 --- --- ---
Voya Global Target Payment A -2.58 -5.42 -4.43 -4.21 3.15 3.01
Principal Diversified Real Asset C -2.70 -5.42 -4.25 -3.29 3.04 -0.74
Wells Fargo Absolute Return Admin -1.82 -5.43 -2.35 -3.75 2.61 1.11
Wells Fargo Absolute Return A -1.82 -5.44 -2.36 -3.84 2.52 1.00
BlackRock Global Allocation Inv A -2.57 -5.45 -4.28 -4.38 3.33 2.68
Voya Global Perspectives A -2.65 -5.49 -4.92 -4.07 4.64 3.20
American Funds Capital Income Bldr A -2.64 -5.49 -2.72 -4.24 4.70 4.08
IVA Worldwide I -3.46 -5.50 -4.74 -4.53 4.37 3.38
Morgan Stanley Inst Global Strat C -2.65 -5.51 -4.07 -4.50 4.03 ---
MassMutual Select BlackRock Glbl Allc R4 -2.62 -5.53 -4.32 -4.50 3.18 ---
American Funds Global Balanced R3 -2.89 -5.53 -3.46 -4.12 4.13 2.89
American Funds Capital Income Bldr R4 -2.64 -5.53 -2.74 -4.32 4.65 4.02
American Funds Global Balanced 529E -2.92 -5.54 -3.45 -4.11 4.16 2.91
American Funds Capital Income Bldr F1 -2.64 -5.54 -2.74 -4.32 4.63 4.01
American Funds Capital Income Bldr 529A -2.64 -5.55 -2.75 -4.33 4.62 3.99
Victory Strategic Allocation A -2.77 -5.56 -5.93 -4.06 3.26 4.02
Ivy Wilshire Global Allocation I -3.55 -5.56 -5.45 -3.87 1.67 -0.60
Eaton Vance Global Income Builder I -4.89 -5.56 -6.61 -4.11 4.08 4.59
MassMutual Select BlackRock Glbl Allc A -2.59 -5.57 -4.28 -4.54 3.10 2.41
Janus Henderson All Asset N -1.80 -5.57 -3.24 -4.29 2.98 ---
Janus Henderson Global Allocation Gr I -3.90 -5.58 -6.62 -4.01 5.10 3.96
Wells Fargo Absolute Return R -1.83 -5.63 -2.37 -3.94 2.31 ---
First Eagle Global Income Builder C -2.66 -5.63 -3.81 -4.55 4.32 2.71
Meeder Global Allocation Institutional -3.04 -5.65 -6.55 -3.79 --- ---
Janus Henderson Global Allocation Gr D -3.97 -5.65 -6.69 -4.12 5.01 3.88
Janus Henderson All Asset I -1.79 -5.65 -3.34 -4.40 2.92 2.22
Voya Global Target Payment R -2.60 -5.67 -4.50 -4.48 2.90 2.80
MFS® Global Total Return R2 -1.93 -5.67 -3.99 -4.61 4.09 3.20
IVA Worldwide A -3.47 -5.67 -4.76 -4.73 4.11 3.13
BlackRock Global Allocation R -2.54 -5.67 -4.33 -4.65 3.02 2.36
Voya Global Perspectives R -2.58 -5.68 -4.94 -4.22 4.39 2.96
American Funds Global Balanced R2E -2.89 -5.69 -3.51 -4.26 3.98 ---
Janus Henderson Global Allocation Gr T -3.91 -5.72 -6.70 -4.18 4.96 3.84
MassMutual Select BlackRock Glbl Allc R3 -2.63 -5.73 -4.34 -4.73 2.94 ---
Columbia Global Opportunities C -2.96 -5.74 -4.44 -4.15 4.65 2.91
Janus Henderson All Asset D -1.80 -5.75 -3.34 -4.51 --- ---
American Funds Capital Income Bldr 529E -2.67 -5.75 -2.80 -4.54 4.38 3.75
Janus Henderson Adaptive Global Allc C -2.55 -5.78 -4.60 -4.17 4.25 ---
Eaton Vance Global Income Builder A -4.91 -5.78 -6.77 -4.46 3.79 4.31
Invesco Balanced-Risk Allc C 0.31 -5.79 -2.59 -3.81 3.82 2.49
Janus Henderson Global Allocation Mod C -2.87 -5.80 -5.36 -4.63 3.25 2.44
American Funds Capital Income Bldr R3 -2.67 -5.81 -2.82 -4.61 4.33 3.70
Victory Strategic Allocation R -2.86 -5.82 -6.00 -4.34 2.96 3.71
Meeder Global Allocation Adviser -3.04 -5.82 -6.56 -4.08 --- ---
Janus Henderson Global Allocation Gr A -3.94 -5.82 -6.68 -4.26 4.85 3.71
Janus Henderson All Asset T -1.79 -5.83 -3.34 -4.49 --- ---
Janus Henderson All Asset S -1.80 -5.84 -3.34 -4.63 --- ---
Ivy Wilshire Global Allocation A -3.59 -5.85 -5.52 -4.16 1.32 -0.91
Janus Henderson All Asset A -1.79 -5.90 -3.42 -4.60 2.70 1.95
Janus Henderson Global Allocation Gr S -3.96 -5.92 -6.71 -4.43 4.69 3.55
First Eagle Global R6 -3.78 -5.92 -4.27 -4.53 --- ---
DWS Global Income Builder C -3.60 -5.92 -5.16 -4.38 5.18 2.72
American Funds Capital Income Bldr R2E -2.67 -5.93 -2.85 -4.74 4.20 ---
American Funds Global Balanced R1 -2.92 -5.94 -3.57 -4.57 3.67 2.49
UBS Global Allocation P -3.47 -5.95 -5.19 -4.95 3.21 3.63
American Funds Global Balanced R2 -2.93 -5.95 -3.58 -4.55 3.65 2.43
American Funds Global Balanced C -2.96 -5.95 -3.57 -4.56 3.64 2.41
First Eagle Global I -3.78 -5.97 -4.27 -4.59 5.39 4.59
American Funds Global Balanced 529C -2.93 -5.97 -3.56 -4.58 3.59 2.35
Voya Global Multi-Asset I -4.20 -6.01 -6.40 -4.23 5.22 3.82
Touchstone Dynamic Global Allocation Y -3.29 -6.02 -6.13 -4.62 2.87 2.87
MFS® Global Total Return B -1.93 -6.04 -4.00 -5.05 3.60 2.70
Meeder Global Allocation Retail -3.14 -6.04 -6.65 -4.41 5.22 3.71
MFS® Global Total Return C -1.96 -6.05 -4.05 -5.09 3.59 2.70
Voya Global Target Payment C -2.66 -6.07 -4.66 -4.95 2.38 2.25
VALIC Company I Global Strategy -4.35 -6.07 -4.51 -4.84 3.25 2.12
BlackRock Global Allocation Inv C -2.62 -6.07 -4.46 -5.10 2.56 1.93
UBS Global Allocation A -3.46 -6.08 -5.22 -5.15 2.98 3.37
Northern Global Tactical Asset Allc -2.96 -6.09 -4.32 -3.94 4.95 3.51
MFS® Global Total Return R1 -1.96 -6.09 -4.08 -5.07 3.58 2.69
Voya Global Multi-Asset W -4.29 -6.10 -6.41 -4.35 5.22 3.83
Eaton Vance Global Income Builder R -5.06 -6.14 -6.85 -4.74 3.48 4.04
Voya Global Perspectives C -2.70 -6.15 -5.08 -4.74 3.85 2.43
Centerstone Investors I -4.67 -6.15 -6.71 -4.25 --- ---
Wells Fargo Absolute Return C -1.87 -6.16 -2.59 -4.56 1.75 0.24
American Funds Capital Income Bldr C -2.70 -6.17 -2.92 -5.01 3.88 3.25
First Eagle Global A -3.79 -6.20 -4.33 -4.83 5.11 4.31
American Funds Capital Income Bldr R2 -2.71 -6.20 -2.93 -5.03 3.87 3.26
American Funds Capital Income Bldr R1 -2.71 -6.20 -2.93 -5.04 3.86 3.24
PIMCO Dividend and Income Institutional -4.52 -6.21 -4.85 -4.29 5.88 2.94
American Funds Capital Income Bldr 529C -2.71 -6.23 -2.94 -5.06 3.82 3.19
Victory Strategic Allocation C -2.84 -6.24 -6.08 -4.79 2.51 3.26
Federated Global Allocation R6 -4.01 -6.25 -6.19 -5.02 --- ---
Touchstone Dynamic Global Allocation A -3.33 -6.26 -6.17 -4.83 2.65 2.62
Voya Global Multi-Asset A -4.27 -6.27 -6.50 -4.54 4.93 3.58
Federated Global Allocation Instl -3.99 -6.28 -6.21 -5.00 3.67 3.02
Neuberger Berman Global Allocation Instl -3.50 -6.29 -5.57 -4.42 4.16 2.04
Centerstone Investors A -4.73 -6.30 -6.78 -4.39 --- ---
Calamos Global Growth & Income I -4.52 -6.30 -7.20 -4.81 3.94 3.65
PIMCO Dividend and Income I2 -4.60 -6.32 -4.94 -4.36 5.82 2.86
GMO Global Asset Allocation Series R6 -2.79 -6.35 -3.61 -4.81 4.13 2.27
Templeton Global Balanced R6 -4.30 -6.37 -3.97 -4.91 3.16 2.25
IVA Worldwide C -3.57 -6.38 -4.99 -5.49 3.32 2.34
GMO Global Asset Allocation III -2.86 -6.39 -3.65 -4.79 4.25 2.38
Templeton Global Balanced Adv -4.30 -6.45 -4.31 -5.04 3.03 2.13
Calamos Global Growth & Income A -4.44 -6.45 -7.15 -5.02 3.68 3.39
Voya Global Multi-Asset O -4.46 -6.47 -6.63 -4.73 4.88 3.54
Janus Henderson All Asset C -1.83 -6.48 -3.49 -5.22 1.94 1.20
Janus Henderson Global Allocation Gr C -4.03 -6.49 -6.89 -4.96 4.15 3.06
Eaton Vance Global Income Builder C -5.03 -6.49 -6.91 -5.12 3.01 3.53
Ivy Wilshire Global Allocation C -3.67 -6.51 -5.82 -4.99 0.51 -1.72
Federated Global Allocation A -4.02 -6.52 -6.27 -5.27 3.39 2.73
PIMCO Dividend and Income A -4.53 -6.55 -5.00 -4.65 5.52 2.58
Neuberger Berman Global Allocation A -3.45 -6.58 -5.61 -4.69 3.79 1.69
Templeton Global Balanced A -4.32 -6.64 -4.07 -5.31 2.77 1.88
Templeton Global Balanced A1 -4.32 -6.65 -4.39 -5.31 2.77 1.87
Wells Fargo Asset Allocation Inst -4.18 -6.69 -6.11 -5.07 3.80 1.93
GMO Benchmark-Free III -2.14 -6.69 -2.88 -4.55 4.43 2.05
Ivy Wilshire Global Allocation B -3.71 -6.70 -5.88 -5.17 0.31 -1.93
Hartford Global Real Asset R5 -4.76 -6.78 -3.93 -2.99 6.47 -1.52
Hartford Global Real Asset Y -4.77 -6.79 -4.04 -2.99 6.49 -1.49
Hartford Global Real Asset I -4.77 -6.79 -3.93 -3.00 6.43 -1.56
Hartford Global Real Asset F -4.77 -6.79 -3.93 -2.96 --- ---
Wells Fargo Asset Allocation Admin -4.22 -6.84 -6.13 -5.24 3.60 1.72
First Eagle Global C -3.87 -6.85 -4.53 -5.55 4.32 3.53
AB All Market Real Return Z -4.27 -6.85 -4.49 -2.89 5.91 ---
AB All Market Real Return I -4.27 -6.85 -4.49 -2.78 5.94 -2.80
AB All Market Real Return 2 -4.32 -6.86 -4.54 -2.84 5.93 -2.79
Federated Global Allocation R -4.05 -6.87 -6.36 -5.71 2.93 2.29
AIG Income Explorer W -3.80 -6.87 -5.57 -5.28 6.42 4.23
Touchstone Dynamic Global Allocation C -3.49 -6.94 -6.42 -5.60 1.84 1.83
Templeton Global Balanced C1 -4.32 -6.94 -4.17 -5.44 2.48 1.53
Voya Global Multi-Asset C -4.34 -6.95 -6.64 -5.30 4.15 2.79
AllianzGI Global Allocation R6 -2.96 -6.95 -5.34 -5.54 3.77 ---
Centerstone Investors C -4.80 -6.96 -6.96 -5.14 --- ---
AllianzGI Global Allocation Instl -2.90 -6.97 -5.24 -5.53 3.68 2.81
Wells Fargo Asset Allocation A -4.20 -6.98 -6.14 -5.45 3.42 1.53
Janus Henderson Dividend & Inc Builder N -3.95 -6.98 -4.97 -5.55 4.42 ---
Hartford Global Real Asset R4 -4.86 -6.98 -4.03 -3.24 6.15 -1.80
Janus Henderson Dividend & Inc Builder I -3.94 -6.99 -4.97 -5.58 4.45 3.88
AllianzGI Global Allocation P -3.01 -7.00 -5.38 -5.63 3.76 2.85
AB All Market Real Return 1 -4.19 -7.01 -4.52 -3.03 5.70 -3.03
AB All Market Real Return Advisor -4.24 -7.02 -4.57 -3.04 5.75 -2.92
Janus Henderson Dividend & Inc Builder D -3.94 -7.04 -5.00 -5.62 --- ---
AIG Income Explorer A -3.82 -7.04 -5.62 -5.47 6.22 4.02
Janus Henderson Dividend & Inc Builder T -3.94 -7.07 -5.02 -5.66 --- ---
Voya Global Multi-Asset R6 -4.25 -7.09 -6.78 -5.36 --- ---
Hartford Global Real Asset A -4.88 -7.09 -4.04 -3.39 6.12 -1.84
Calamos Global Growth & Income C -4.51 -7.12 -7.34 -5.75 2.90 2.62
SEI Aggressive Strategy F (SAAT) -4.09 -7.13 -6.44 -5.21 5.62 4.31
AllianzGI Global Allocation Admin -2.91 -7.15 -5.33 -5.75 3.56 2.63
PIMCO Dividend and Income C -4.64 -7.16 -5.17 -5.30 4.71 1.81
Janus Henderson Dividend & Inc Builder A -3.94 -7.18 -5.03 -5.73 4.22 3.63
Federated Global Allocation C -4.08 -7.19 -6.48 -6.04 2.59 1.95
AB All Market Real Return K -4.29 -7.19 -4.62 -3.29 5.48 -3.17
Federated Global Allocation B -4.12 -7.22 -6.47 -6.04 2.54 1.89
Templeton Global Balanced C -4.35 -7.23 -4.29 -5.83 2.03 1.15
Wells Fargo Asset Allocation R -4.24 -7.24 -6.20 -5.65 3.15 1.29
Neuberger Berman Global Allocation C -3.65 -7.28 -5.88 -5.49 2.98 0.90
Janus Henderson Dividend & Inc Builder S -3.95 -7.28 -5.02 -5.85 --- ---
AllianzGI Global Allocation A -2.99 -7.29 -5.39 -5.86 3.45 2.58
AB All Market Real Return A -4.35 -7.32 -4.68 -3.30 5.48 -3.19
Hartford Global Real Asset R3 -4.85 -7.35 -4.13 -3.66 5.80 -2.09
SEI Aggressive Strategy I (SAAT) -4.20 -7.37 -6.53 -5.53 5.31 4.03
AllianzGI Global Allocation R -2.93 -7.38 -5.41 -6.03 3.29 2.41
CCA Aggressive Return Instl -3.43 -7.40 -6.71 -5.47 5.97 1.75
AB All Market Real Return R -4.41 -7.53 -4.75 -3.57 5.19 -3.43
Oppenheimer Global Allocation I -3.49 -7.56 -6.51 -6.34 3.45 3.07
Wells Fargo Asset Allocation C -4.28 -7.62 -6.35 -6.14 2.64 0.78
Goldman Sachs Satellite Strategies R6 -1.93 -7.63 -2.32 -5.77 3.78 ---
AIG Income Explorer C -3.94 -7.63 -5.79 -6.10 5.51 3.35
Pioneer Solutions Balanced Y -4.19 -7.67 -5.92 -6.73 1.72 2.19
Pioneer Solutions Balanced A -4.08 -7.69 -5.84 -6.77 1.53 1.98
T. Rowe Price Real Assets I -4.09 -7.71 -3.66 -3.43 6.94 ---
Oppenheimer Global Allocation Y -3.55 -7.71 -6.52 -6.52 3.25 2.88
Hartford Global Real Asset C -4.88 -7.75 -4.25 -4.07 5.35 -2.57
Goldman Sachs Satellite Strategies Instl -1.93 -7.76 -2.45 -5.91 3.76 2.06
T. Rowe Price Real Assets -4.01 -7.78 -3.66 -3.52 6.81 1.65
SEI Aggressive Strategy D (SAAT) -4.20 -7.82 -6.64 -6.00 4.80 3.50
Goldman Sachs Satellite Strategies Inv -1.93 -7.86 -2.49 -6.05 3.60 1.90
Oppenheimer Global Allocation A -3.50 -7.89 -6.57 -6.70 3.03 2.64
Janus Henderson Dividend & Inc Builder C -4.08 -7.93 -5.26 -6.52 3.40 2.83
AllianzGI Global Allocation C -3.03 -7.93 -5.56 -6.57 2.68 1.82
Pioneer Solutions Balanced R -4.19 -7.97 -5.96 -7.10 1.29 ---
AB All Market Real Return C -4.37 -7.97 -4.92 -4.01 4.66 -3.91
Goldman Sachs Satellite Strategies A -1.93 -8.01 -2.42 -6.15 3.37 1.66
Goldman Sachs Growth Strategy R6 -4.72 -8.03 -6.68 -5.74 5.63 ---
Oppenheimer Global Allocation R -3.52 -8.10 -6.66 -6.95 2.75 2.38
Goldman Sachs Growth Strategy Instl -4.72 -8.10 -6.68 -5.79 5.60 4.70
Goldman Sachs Satellite Strategies Svc -1.93 -8.11 -2.58 -6.38 3.21 1.56
PineBridge Dynamic Asset Allc Instl -4.17 -8.17 -7.43 -6.89 --- ---
Goldman Sachs Growth Strategy Inv -4.73 -8.21 -6.71 -5.91 5.47 4.56
Goldman Sachs Satellite Strategies R -1.94 -8.23 -2.50 -6.43 3.10 1.42
PineBridge Dynamic Asset Allc Invt Svcng -4.17 -8.25 -7.43 -7.01 --- ---
GMO Strategic Opportunities Allc III -3.85 -8.25 -4.71 -6.30 5.09 2.96
Pioneer Solutions Balanced C -4.27 -8.35 -6.10 -7.54 0.78 1.25
Lord Abbett Multi-Asset Global Opp R6 -4.85 -8.40 -7.46 -6.97 3.75 ---
Lord Abbett Multi-Asset Global Opp F3 -4.85 -8.40 -7.46 -6.97 --- ---
Goldman Sachs Growth Strategy A -4.73 -8.40 -6.75 -6.11 5.19 4.30
RiverFront Asset Allocation Gr & Inc I -5.55 -8.43 -8.32 -6.95 4.17 4.00
Natixis ASG Dynamic Allocation Y -3.95 -8.44 -7.08 -6.97 4.21 ---
Hartford Global All-Asset F -2.95 -8.45 -6.01 -6.97 --- ---
Goldman Sachs Growth Strategy Svc -4.75 -8.50 -6.78 -6.18 5.10 4.20
Lord Abbett Multi-Asset Global Opp R5 -4.85 -8.51 -7.47 -7.09 3.67 ---
Hartford Global All-Asset R5 -2.88 -8.51 -6.05 -7.05 3.85 3.12
Lord Abbett Multi-Asset Global Opp I -4.94 -8.53 -7.49 -7.11 3.66 1.70
Hartford Global All-Asset Y -2.95 -8.53 -6.10 -7.07 4.05 3.28
Hartford Global All-Asset I -2.96 -8.54 -6.10 -7.05 3.97 3.19
Oppenheimer Global Allocation C -3.62 -8.56 -6.74 -7.44 2.23 1.86
Lord Abbett Multi-Asset Global Opp F -4.89 -8.56 -7.47 -7.16 3.58 1.61
RiverFront Asset Allocation Gr & Inc Inv -5.53 -8.59 -8.36 -7.15 3.93 3.75
Natixis ASG Dynamic Allocation A -3.96 -8.63 -7.19 -7.16 3.96 ---
Goldman Sachs Growth Strategy R -4.80 -8.63 -6.81 -6.35 4.93 4.03
Hartford Global All-Asset R4 -2.93 -8.73 -6.14 -7.31 3.74 2.98
Goldman Sachs Satellite Strategies C -2.07 -8.73 -2.78 -6.95 2.56 0.89
Lord Abbett Multi-Asset Global Opp R4 -4.90 -8.74 -7.51 -7.36 3.42 ---
Lord Abbett Multi-Asset Global Opp A -4.89 -8.75 -7.59 -7.38 3.40 1.46
Hartford Global All-Asset A -2.97 -8.76 -6.14 -7.37 3.69 2.92
Chiron Capital Allocation I -4.77 -8.94 -6.04 -7.67 4.43 ---
Lord Abbett Multi-Asset Global Opp R3 -4.95 -8.96 -7.60 -7.58 3.19 1.23
Hartford Global All-Asset R3 -2.98 -9.03 -6.24 -7.58 3.41 2.64
Goldman Sachs Growth Strategy C -4.83 -9.04 -6.99 -6.87 4.42 3.51
Dreyfus Global Multi-Asset Income Y -4.76 -9.05 -6.28 -6.86 --- ---
Dreyfus Global Multi-Asset Income I -4.76 -9.05 -6.28 -6.86 --- ---
Lord Abbett Multi-Asset Global Opp R2 -4.96 -9.09 -7.68 -7.68 3.04 1.10
Natixis ASG Dynamic Allocation C -4.02 -9.18 -7.30 -7.79 3.21 ---
Dreyfus Global Multi-Asset Income A -4.79 -9.24 -6.36 -7.07 --- ---
RiverFront Asset Allocation Gr & Inc C -5.60 -9.26 -8.53 -7.85 3.15 2.97
Lord Abbett Multi-Asset Global Opp C -4.95 -9.39 -7.67 -8.04 2.67 0.70
DWS Multi-Asset Global Allocation S -4.13 -9.42 -6.40 -7.60 0.91 1.62
Hartford Global All-Asset C -3.03 -9.43 -6.34 -8.05 2.91 2.15
DWS Multi-Asset Global Allocation A -4.14 -9.66 -6.47 -7.85 0.65 1.37
Dreyfus Global Multi-Asset Income C -4.86 -9.90 -6.61 -7.73 --- ---
DWS Multi-Asset Global Allocation C -4.24 -10.31 -6.66 -8.58 -0.11 0.60
Oppenheimer Global Multi-Asset Growth I -4.50 -10.35 -7.73 -8.76 3.70 ---
Oppenheimer Global Multi-Asset Growth Y -4.41 -10.42 -7.72 -8.85 3.65 ---
Oppenheimer Global Multi-Asset Growth A -4.52 -10.61 -7.83 -8.99 3.45 ---
Oppenheimer Global Multi-Asset Growth R -4.44 -10.73 -7.86 -9.21 3.23 ---
Leuthold Global Inst -3.95 -10.74 -6.05 -9.14 1.63 1.80
Leuthold Global Retail -3.89 -10.93 -6.12 -9.35 1.41 1.59
Oppenheimer Global Multi-Asset Growth C -4.49 -11.13 -7.93 -9.65 2.70 ---
KL Allocation Institutional -1.88 -11.45 -4.32 -8.12 1.10 3.48
KL Allocation Advisor -1.91 -11.65 -4.38 -8.35 0.86 3.24
Dynamic International Opportunity I -3.30 -13.27 -1.82 -9.02 5.29 1.93
Dynamic International Opportunity N -3.40 -13.52 -1.92 -9.28 5.03 1.68
Upright Assets Allocation Plus -6.32 -27.69 -8.79 -27.62 --- ---
Destinations Real Assets I -13.85 -32.00 -21.62 -27.96 --- ---
Wealthfront Risk Parity W 0.00 --- -5.10 --- --- ---
Voya Global Target Payment R6 -2.68 --- -4.50 --- --- ---
RiverFront Asset Allocation Gr & Inc A -5.53 --- -8.34 --- --- ---
Power Global Tactical Allc/JAForlines I -3.92 --- -5.17 --- --- ---
Power Global Tactical Allc/JAForlines C -4.04 --- -5.49 --- --- ---
Power Global Tactical Allc/JAForlines A -3.93 --- -5.23 --- --- ---
Morgan Stanley Real Assets IS -2.04 --- -3.42 --- --- ---
Morgan Stanley Real Assets I -2.04 --- -3.43 --- --- ---
Morgan Stanley Real Assets C -2.15 --- -3.65 --- --- ---
Morgan Stanley Real Assets A -2.04 --- -3.44 --- --- ---
MainStay Income Builder R6 -1.71 --- -2.56 --- --- ---
JPMorgan Global Allocation R5 -2.75 --- --- --- --- ---
JPMorgan Global Allocation R4 -2.71 --- --- --- --- ---
JPMorgan Global Allocation R3 -2.76 --- --- --- --- ---
Ivy Wilshire Global Allocation Y -3.47 --- -5.40 --- --- ---
Ivy Wilshire Global Allocation R -3.48 --- -5.52 --- --- ---
Ivy Wilshire Global Allocation N -3.47 --- -5.50 --- --- ---
Hartford Global All-Asset R6 -2.95 --- -6.00 --- --- ---
Guidepath® Growth and Income -2.68 --- -4.32 --- --- ---
Goldman Sachs Satellite Strategies P -1.93 --- -2.45 --- --- ---
Goldman Sachs Growth Strategy P -4.72 --- -6.68 --- --- ---
GMO Global Asset Allocation Series PS -2.89 --- -3.62 --- --- ---
GMO Benchmark-Free Allocation Ser PS -1.76 --- -2.24 --- --- ---
First Eagle Global R4 -3.78 --- -4.36 --- --- ---
First Eagle Global R3 -3.82 --- -4.42 --- --- ---
First Eagle Global Income Builder R3 -2.60 --- -3.58 --- --- ---
Destinations Real Assets Z -13.93 --- -21.69 --- --- ---
Cargile -3.31 --- -3.70 --- --- ---
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