| Data through 11/20/2009. | 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 | -0.49 | 23.56 | 7.08 | 42.03 | 0.26 | 5.51 |
| Calamos Evolving World Growth I | 0.28 | 52.96 | 12.31 | 80.03 | --- | --- |
| Calamos Evolving World Growth A LW | 0.28 | 52.89 | 12.33 | 79.86 | --- | --- |
| Calamos Evolving World Growth A | 0.28 | 52.89 | 12.33 | 79.86 | --- | --- |
| Calamos Evolving World Growth R | 0.28 | 52.39 | 12.36 | 79.33 | --- | --- |
| Calamos Evolving World Growth C | 0.28 | 51.69 | 12.19 | 78.47 | --- | --- |
| Calamos Evolving World Growth B | 0.28 | 51.69 | 12.19 | 78.47 | --- | --- |
| UBS Global Frontier Y | -1.36 | 44.31 | 12.09 | 87.85 | --- | --- |
| UBS Global Frontier A Load Waived | -1.37 | 44.11 | 12.11 | 87.85 | --- | --- |
| UBS Global Frontier A | -1.37 | 44.11 | 12.11 | 87.85 | --- | --- |
| UBS Global Frontier C | -1.37 | 43.23 | 11.99 | 86.02 | --- | --- |
| Loomis Sayles Global Markets Y | -0.15 | 38.48 | 8.85 | 60.02 | 3.20 | 6.82 |
| Loomis Sayles Global Markets A LW | -0.16 | 38.20 | 8.78 | 59.68 | 2.96 | --- |
| Loomis Sayles Global Markets A | -0.16 | 38.20 | 8.78 | 59.68 | 2.96 | --- |
| American Funds Global Gr And Inc HLS IB | 1.06 | 37.32 | 13.34 | 65.75 | --- | --- |
| Loomis Sayles Global Markets C | -0.23 | 37.10 | 8.51 | 58.40 | 2.17 | --- |
| Principal Global Div Inc Instl | -0.23 | 35.62 | 8.77 | --- | --- | --- |
| Giant 5 Total Invmt System Investor | -1.62 | 35.53 | 9.73 | 61.85 | -0.97 | --- |
| Principal Global Div Inc A Load Waived | -0.18 | 35.46 | 8.76 | --- | --- | --- |
| Principal Global Div Inc A | -0.18 | 35.46 | 8.76 | --- | --- | --- |
| Goldman Sachs Satellite Strategies Instl | -1.07 | 35.24 | 8.72 | 57.47 | --- | --- |
| Goldman Sachs Satellite Strategies IR | -1.07 | 35.08 | 8.70 | 57.18 | --- | --- |
| Van Kampen Asset Allocation Growth I | -0.63 | 35.01 | 8.66 | 62.92 | -1.27 | --- |
| Goldman Sachs Satellite Strategies A LW | -1.07 | 34.80 | 8.61 | 57.05 | --- | --- |
| Goldman Sachs Satellite Strategies A | -1.07 | 34.80 | 8.61 | 57.05 | --- | --- |
| JHT American Global Diver Trust Ser III | -0.42 | 34.72 | 8.35 | 52.78 | --- | --- |
| Goldman Sachs Satellite Strategies Svc | -1.08 | 34.69 | 8.64 | 56.77 | --- | --- |
| Goldman Sachs Satellite Strategies R | -1.07 | 34.64 | 8.75 | 56.50 | --- | --- |
| Van Kampen Asset Allocation Growth A LW | -0.64 | 34.63 | 8.57 | 62.65 | -1.50 | --- |
| Van Kampen Asset Allocation Growth A | -0.64 | 34.63 | 8.57 | 62.65 | -1.50 | --- |
| Principal Global Div Inc C | -0.25 | 34.56 | 8.57 | --- | --- | --- |
| Thornburg Investment Income Builder I | 0.47 | 34.45 | 8.35 | 51.30 | 3.08 | 8.65 |
| Thornburg Investment Income Builder R5 | 0.46 | 34.44 | 8.34 | 51.30 | --- | --- |
| JHT American Global Diver Trust Ser I | -0.42 | 34.24 | 8.37 | 52.40 | --- | --- |
| JHT American Global Diver Trust Ser II | -0.53 | 34.10 | 8.13 | 51.92 | --- | --- |
| Thornburg Investment Income Builder A LW | 0.44 | 34.03 | 8.27 | 50.95 | 2.02 | 6.84 |
| Thornburg Investment Income Builder A | 0.44 | 34.03 | 8.27 | 50.95 | 2.72 | 8.25 |
| Thornburg Investment Income Builder R3 | 0.41 | 33.90 | 8.20 | 50.63 | 2.45 | --- |
| Van Kampen Asset Allocation Growth B | -0.75 | 33.86 | 8.44 | 61.37 | -2.26 | --- |
| Goldman Sachs Satellite Strategies C | -1.21 | 33.84 | 8.32 | 55.71 | --- | --- |
| JHFunds2 Core Global Diversification 1 | -0.22 | 33.72 | 8.79 | 54.93 | --- | --- |
| Van Kampen Asset Allocation Growth C | -0.75 | 33.67 | 8.31 | 61.15 | -2.29 | --- |
| Thornburg Investment Income Builder R4 | 0.37 | 33.62 | 7.92 | 50.42 | --- | --- |
| Thornburg Investment Income Builder C | 0.38 | 33.36 | 8.07 | 50.01 | 2.00 | 7.61 |
| UBS Global Allocation Y | -1.19 | 33.33 | 8.46 | 59.58 | -3.02 | 2.52 |
| UBS Global Allocation A Load Waived | -1.21 | 33.15 | 8.41 | 59.54 | -3.27 | 2.26 |
| UBS Global Allocation A | -1.21 | 33.15 | 8.41 | 59.54 | -3.27 | 2.26 |
| ING American Funds World Allc Svc | -0.56 | 32.98 | 8.27 | 55.24 | --- | --- |
| UBS Global Allocation C | -1.35 | 32.13 | 8.20 | 58.32 | -4.04 | 1.46 |
| UBS Global Allocation B | -1.24 | 32.09 | 8.15 | 58.15 | -4.05 | 1.43 |
| JHancock3 Leveraged Companies I | -5.02 | 32.06 | 11.98 | 63.88 | --- | --- |
| JHancock3 Leveraged Companies A LW | -5.14 | 31.54 | 11.86 | 63.34 | --- | --- |
| JHancock3 Leveraged Companies A | -5.14 | 31.54 | 11.86 | 63.34 | --- | --- |
| JHancock3 Leveraged Companies C | -5.17 | 30.70 | 11.62 | 62.10 | --- | --- |
| JHancock3 Leveraged Companies B | -5.17 | 30.70 | 11.62 | 62.09 | --- | --- |
| Giant 5 Total Index System Investor | -2.02 | 29.94 | 9.26 | 60.47 | -3.35 | --- |
| Calamos Global Growth & Income I | -1.65 | 29.62 | 7.55 | 51.03 | 0.18 | 6.79 |
| Calamos Global Growth & Income A LW | -1.78 | 29.12 | 7.43 | 50.61 | -0.12 | 6.50 |
| Calamos Global Growth & Income A | -1.78 | 29.12 | 7.43 | 50.61 | -0.12 | 6.50 |
| Calamos Global Growth & Income R | -1.79 | 28.79 | 7.35 | 50.21 | --- | --- |
| Leuthold Global Inst | -0.32 | 28.61 | 9.47 | 44.69 | --- | --- |
| Calamos Global Growth & Income C | -1.86 | 28.33 | 7.30 | 49.41 | -0.85 | 5.69 |
| Leuthold Global Retail | -0.43 | 28.30 | 9.42 | 44.30 | --- | --- |
| Calamos Global Growth & Income B | -1.85 | 28.28 | 7.29 | 49.43 | -0.87 | 5.69 |
| Ivy International Balanced I | -1.83 | 27.26 | 7.29 | 49.81 | --- | --- |
| Ivy International Balanced Y | -1.76 | 27.01 | 7.21 | 49.41 | -0.77 | 4.50 |
| Ivy International Balanced E | -1.84 | 26.94 | 7.15 | 49.36 | --- | --- |
| Goldman Sachs Growth Strat Instl | -1.67 | 26.65 | 7.43 | 53.76 | -5.88 | 2.10 |
| Ivy International Balanced A LW | -1.84 | 26.56 | 7.06 | 48.96 | -0.94 | 4.37 |
| Ivy International Balanced A | -1.84 | 26.56 | 7.06 | 48.96 | -0.94 | 4.37 |
| Goldman Sachs Growth Strat IR | -1.69 | 26.50 | 7.39 | 53.50 | --- | --- |
| Goldman Sachs Growth Strat A LW | -1.78 | 26.18 | 7.35 | 53.05 | -6.27 | 1.68 |
| Goldman Sachs Growth Strat A | -1.78 | 26.18 | 7.35 | 53.05 | -6.27 | 1.68 |
| Templeton Income A Load Waived | -0.77 | 26.16 | 7.48 | 38.19 | 2.69 | --- |
| Templeton Income A | -0.77 | 26.16 | 7.48 | 38.19 | 2.69 | --- |
| Goldman Sachs Growth Strat Svc | -1.69 | 26.15 | 7.38 | 53.06 | -6.35 | 1.59 |
| Dreyfus Global Alpha I | -0.29 | 26.09 | 10.06 | 46.05 | -4.85 | --- |
| Goldman Sachs Income Strategies Instl | -0.02 | 25.98 | 7.07 | 42.12 | --- | --- |
| Ivy International Balanced C | -1.92 | 25.87 | 6.94 | 48.06 | -1.62 | 3.58 |
| Templeton Income C | -0.77 | 25.84 | 7.38 | 37.65 | 2.31 | --- |
| Goldman Sachs Growth Strat R | -1.81 | 25.84 | 7.23 | 52.75 | --- | --- |
| Goldman Sachs Income Strategies IR | -0.04 | 25.82 | 7.03 | 41.91 | --- | --- |
| Dreyfus Global Alpha A Load Waived | -0.29 | 25.67 | 10.07 | 45.42 | -5.15 | --- |
| Dreyfus Global Alpha A | -0.29 | 25.67 | 10.07 | 45.42 | -5.15 | --- |
| JHT Disciplined Diversification Tr NAV | -0.62 | 25.62 | 7.09 | 48.13 | --- | --- |
| Morgan Stanley Alternative Opps I | -0.86 | 25.55 | 6.31 | 37.29 | --- | --- |
| Waddell & Reed Asset Strategy Y | 0.46 | 25.54 | 10.48 | 41.67 | 11.59 | 15.69 |
| JHT Disciplined Diversification Tr I | -0.71 | 25.51 | 6.99 | 47.91 | --- | --- |
| Goldman Sachs Growth Strat C | -1.80 | 25.42 | 7.21 | 51.93 | -6.97 | 0.92 |
| Goldman Sachs Income Strategies A LW | -0.18 | 25.41 | 6.97 | 41.62 | --- | --- |
| Goldman Sachs Income Strategies A | -0.18 | 25.41 | 6.97 | 41.62 | --- | --- |
| JHT Disciplined Diversification Tr II | -0.62 | 25.36 | 6.99 | 47.76 | --- | --- |
| Ivy International Balanced B | -1.93 | 25.36 | 6.88 | 47.48 | -1.89 | 3.31 |
| Morgan Stanley Alternative Opps A LW | -0.89 | 25.34 | 6.24 | 37.02 | --- | --- |
| Morgan Stanley Alternative Opps A | -0.89 | 25.34 | 6.24 | 37.02 | --- | --- |
| Goldman Sachs Growth Strat B | -1.88 | 25.32 | 7.14 | 51.84 | -6.99 | 0.91 |
| Goldman Sachs Income Strategies R | -0.08 | 25.30 | 6.90 | 41.20 | --- | --- |
| DWS Alternative Asset Allc Plus Instl | 0.00 | 25.26 | 7.74 | 45.40 | --- | --- |
| Morgan Stanley Alternative Opps W | -0.89 | 25.19 | 6.25 | 36.80 | --- | --- |
| Waddell & Reed Asset Strategy A LW | 0.46 | 25.18 | 10.41 | 41.14 | 11.25 | 15.32 |
| Waddell & Reed Asset Strategy A | 0.46 | 25.18 | 10.41 | 41.14 | 11.25 | 15.32 |
| DWS Alternative Asset Allocation Plus S | 0.00 | 25.08 | 7.74 | 45.40 | --- | --- |
| Morgan Stanley Alternative Opps R | -0.93 | 25.01 | 6.17 | 36.57 | --- | --- |
| DWS Alternative Asset Allocation Plus A | 0.00 | 24.87 | 7.70 | 44.93 | --- | --- |
| DWS Alternative Asset Allocation Pl A LW | 0.00 | 24.87 | 7.70 | 44.93 | --- | --- |
| Dreyfus Global Alpha C | -0.39 | 24.85 | 9.81 | 44.32 | -5.87 | --- |
| Goldman Sachs Income Strategies C | -0.12 | 24.68 | 6.78 | 40.65 | --- | --- |
| Morgan Stanley Alternative Opps C | -0.94 | 24.47 | 6.05 | 35.93 | --- | --- |
| Ivy Asset Strategy I | 0.58 | 24.42 | 10.61 | 40.54 | --- | --- |
| Ivy Asset Strategy E | 0.58 | 24.24 | 10.57 | 40.32 | --- | --- |
| Goldman Sachs Growth & Inc Strat Inst | -1.31 | 24.24 | 6.67 | 43.47 | -2.87 | 3.11 |
| Waddell & Reed Asset Strategy C | 0.35 | 24.23 | 10.23 | 40.05 | 10.34 | 14.36 |
| Ivy Asset Strategy Y | 0.58 | 24.20 | 10.52 | 40.27 | 10.26 | 14.40 |
| Ivy Asset Strategy A Load Waived | 0.58 | 24.18 | 10.54 | 23.38 | 5.16 | 10.81 |
| Ivy Asset Strategy A | 0.58 | 24.18 | 10.54 | 40.18 | 10.28 | 14.39 |
| DWS Alternative Asset Allocation Plus C | -0.12 | 24.16 | 7.50 | 43.95 | --- | --- |
| Waddell & Reed Asset Strategy B | 0.35 | 24.12 | 10.12 | 39.90 | 10.25 | 14.30 |
| Goldman Sachs Growth & Inc Strat IR | -1.52 | 23.89 | 6.36 | 43.11 | --- | --- |
| Goldman Sachs Growth & Inc Strat A LW | -1.31 | 23.84 | 6.48 | 42.94 | -3.24 | 2.70 |
| Goldman Sachs Growth & Inc Strat A | -1.31 | 23.84 | 6.48 | 42.94 | -3.24 | 2.70 |
| Ivy Asset Strategy R | 0.54 | 23.82 | 10.48 | 39.79 | --- | --- |
| SEI Asset Allc Diversified Glbl Gr A | -0.74 | 23.76 | 7.11 | 48.70 | -7.02 | 0.24 |
| Goldman Sachs Growth & Inc Strat Svc | -1.32 | 23.67 | 6.47 | 42.73 | -3.34 | 2.60 |
| Goldman Sachs Growth & Inc Strat R | -1.32 | 23.58 | 6.53 | 42.59 | --- | --- |
| SEI Asset Allc Diversified Global Gr I | -0.74 | 23.57 | 7.17 | 48.41 | -7.23 | 0.00 |
| Managers AMG FQ Global Essentials | 0.17 | 23.57 | 6.00 | 44.95 | -4.57 | 1.34 |
| Schroder Multi Asset Growth Investor | -0.24 | 23.48 | 7.95 | 39.47 | --- | --- |
| ING Global Target Payment W | -0.13 | 23.41 | 7.66 | 43.19 | --- | --- |
| ING Global Target Payment I | -0.25 | 23.38 | 7.65 | 43.12 | --- | --- |
| Schroder Multi Asset Growth A LW | -0.24 | 23.30 | 7.95 | 39.08 | --- | --- |
| Schroder Multi Asset Growth A | -0.24 | 23.30 | 7.95 | 39.08 | --- | --- |
| Evergreen Asset Allocation I | 0.52 | 23.25 | 7.20 | 32.40 | 1.80 | 5.19 |
| Ivy Asset Strategy C | 0.46 | 23.24 | 10.30 | 39.11 | 9.43 | 13.53 |
| Ivy Asset Strategy B | 0.46 | 23.22 | 10.29 | 38.96 | 9.34 | 13.43 |
| UBS Dynamic Alpha A Load Waived | -0.48 | 23.18 | 6.27 | 33.11 | -2.46 | --- |
| UBS Dynamic Alpha A | -0.48 | 23.18 | 6.27 | 33.11 | -2.46 | --- |
| UBS Dynamic Alpha Y | -0.47 | 23.17 | 6.33 | 33.77 | -2.14 | --- |
| Schroder Multi Asset Growth Adv | -0.25 | 23.15 | 7.96 | 39.07 | --- | --- |
| ING Global Target Payment A Load Waived | -0.27 | 23.04 | 7.57 | 42.65 | --- | --- |
| ING Global Target Payment A | -0.27 | 23.04 | 7.57 | 42.65 | --- | --- |
| Goldman Sachs Growth & Inc Strat C | -1.42 | 23.01 | 6.33 | 41.98 | -3.97 | 1.94 |
| Schroder Multi Asset Growth R | -0.25 | 23.00 | 7.82 | 38.67 | --- | --- |
| Goldman Sachs Growth & Inc Strat B | -1.42 | 22.94 | 6.31 | 41.84 | -3.98 | 1.94 |
| Evergreen Asset Allocation A LW | 0.52 | 22.92 | 7.16 | 32.13 | 1.54 | 4.90 |
| Evergreen Asset Allocation A | 0.52 | 22.92 | 7.16 | 32.13 | 1.54 | 4.90 |
| VALIC Company I Global Strategy | -0.70 | 22.89 | 7.70 | 40.55 | 3.52 | --- |
| Evergreen Asset Allocation R | 0.44 | 22.64 | 7.02 | 31.66 | 1.29 | 4.67 |
| SEI Asset Allc Diversified Global Gr D | -0.85 | 22.56 | 6.88 | 47.32 | -7.94 | -0.76 |
| UBS Dynamic Alpha C | -0.67 | 22.34 | 6.04 | 31.99 | -3.22 | --- |
| UBS Dynamic Alpha B | -0.67 | 22.34 | 6.04 | 31.99 | -3.22 | --- |
| Fidelity Global Balanced | -1.07 | 22.15 | 7.16 | 36.93 | 3.17 | 6.77 |
| Evergreen Asset Allocation B | 0.44 | 22.15 | 6.97 | 31.05 | 0.79 | 4.14 |
| ING Global Target Payment C | -0.24 | 22.07 | 7.57 | 41.54 | --- | --- |
| IVA Worldwide I | -0.79 | 22.05 | 5.56 | 39.91 | --- | --- |
| Evergreen Asset Allocation C | 0.45 | 22.04 | 6.92 | 31.06 | 0.77 | 4.15 |
| IVA Worldwide A Load Waived | -0.86 | 21.71 | 5.42 | 39.56 | --- | --- |
| IVA Worldwide A | -0.86 | 21.71 | 5.42 | 39.56 | --- | --- |
| GMO Global Balanced Asset Allocation III | 0.52 | 21.16 | 6.87 | 30.76 | 2.82 | 6.19 |
| BlackRock Global Allocation I | 0.17 | 21.06 | 7.43 | 39.50 | 5.15 | 8.56 |
| IVA Worldwide C | -0.93 | 20.99 | 5.31 | 38.53 | --- | --- |
| TCW Aggressive Allocation N | -1.59 | 20.93 | 5.52 | 39.43 | -5.84 | --- |
| TCW Aggressive Allocation I | -1.59 | 20.93 | 5.52 | 39.43 | -5.83 | --- |
| Hartford Global Advisers HLS IA | -0.55 | 20.93 | 6.38 | 37.87 | -1.34 | 1.87 |
| First Eagle Global I | -1.11 | 20.93 | 7.62 | 41.64 | 2.87 | 8.76 |
| Lazard Capital Allctr Opp Str Instl | -1.22 | 20.79 | 5.46 | 42.12 | --- | --- |
| BlackRock Global Allocation A LW | 0.17 | 20.79 | 7.40 | 39.15 | 3.14 | 4.92 |
| BlackRock Global Allocation A | 0.17 | 20.79 | 7.40 | 39.15 | 4.91 | 8.29 |
| First Eagle Global A Load Waived | -1.12 | 20.67 | 7.57 | 32.13 | -5.06 | 2.66 |
| First Eagle Global A | -1.12 | 20.67 | 7.57 | 41.34 | 2.61 | 8.50 |
| Hartford Global Advisers HLS IB | -0.57 | 20.66 | 6.31 | 37.52 | -1.58 | 1.61 |
| Lazard Capital Allctr Opp Str Open | -1.22 | 20.49 | 5.34 | 41.63 | --- | --- |
| BlackRock Global Allocation R | 0.17 | 20.43 | 7.32 | 38.68 | 4.55 | 7.97 |
| PIMCO All Asset All Authority Inst | 1.02 | 20.41 | 4.80 | 35.75 | 7.53 | 6.70 |
| PIMCO All Asset All Authority P | 1.02 | 20.36 | 4.78 | 35.69 | --- | --- |
| PIMCO All Asset All Authority D | 1.03 | 20.13 | 4.75 | 35.26 | 6.97 | --- |
| BlackRock Global Allocation C | 0.12 | 20.02 | 7.21 | 38.05 | 4.09 | 7.46 |
| PIMCO Global Multi-Asset Instl | 0.61 | 19.94 | 6.65 | 33.03 | --- | --- |
| BlackRock Global Allocation B | 0.06 | 19.88 | 7.15 | 37.98 | 4.03 | 7.43 |
| First Eagle Global C | -1.19 | 19.87 | 7.36 | 40.26 | 1.84 | 7.69 |
| PIMCO Global Multi-Asset P | 0.61 | 19.83 | 6.54 | 32.88 | --- | --- |
| PIMCO All Asset All Authority A LW | 0.93 | 19.79 | 4.68 | 33.09 | 6.35 | --- |
| PIMCO All Asset All Authority A | 0.93 | 19.79 | 4.68 | 34.88 | 6.89 | --- |
| GMO Strategic Opportunities Allc III | 0.52 | 19.74 | 7.06 | 31.35 | 2.02 | --- |
| Quaker Global Tactical Allocation I | -2.31 | 19.67 | 7.00 | 33.46 | --- | --- |
| Quaker Global Tactical Allocation A LW | -2.31 | 19.66 | 6.93 | 33.26 | --- | --- |
| Quaker Global Tactical Allocation A | -2.31 | 19.66 | 6.93 | 33.26 | --- | --- |
| GMO Benchmark-Free Allocation III | 1.19 | 19.51 | 6.49 | 23.98 | 6.74 | 10.08 |
| American Funds Capital Inc Bldr R5 | 0.21 | 19.44 | 7.39 | 36.43 | -1.27 | 4.54 |
| PIMCO Global Multi-Asset D | 0.61 | 19.43 | 6.48 | 32.28 | --- | --- |
| American Funds Capital Inc Bldr F-2 | 0.19 | 19.38 | 7.36 | 37.76 | --- | --- |
| PIMCO Global Multi-Asset A Load Waived | 0.61 | 19.33 | 6.47 | 32.31 | --- | --- |
| PIMCO Global Multi-Asset A | 0.61 | 19.33 | 6.47 | 32.31 | --- | --- |
| American Funds Capital Inc Bldr 529F | 0.19 | 19.30 | 7.35 | 36.26 | -1.37 | 4.40 |
| American Funds Capital Inc Bldr A LW | 0.19 | 19.16 | 7.31 | 36.09 | -1.50 | 4.31 |
| American Funds Capital Inc Bldr A | 0.19 | 19.16 | 7.31 | 36.09 | -1.50 | 4.31 |
| American Funds Capital Inc Bldr F-1 | 0.17 | 19.15 | 7.30 | 36.08 | -1.52 | 4.26 |
| PIMCO All Asset All Authority C | 0.94 | 19.12 | 4.54 | 33.97 | 6.08 | --- |
| American Funds Capital Inc Bldr R4 | 0.17 | 19.12 | 7.30 | 36.04 | -1.56 | 4.22 |
| PIMCO Global Multi-Asset R | 0.61 | 19.11 | 6.46 | 31.91 | --- | --- |
| American Funds Capital Inc Bldr 529A LW | 0.17 | 19.10 | 7.29 | 36.01 | -1.57 | 4.23 |
| American Funds Capital Inc Bldr 529A | 0.17 | 19.10 | 7.29 | 36.01 | -1.57 | 4.23 |
| Quaker Global Tactical Allocation C | -2.34 | 19.01 | 6.83 | 32.35 | --- | --- |
| American Funds Capital Inc Bldr R3 | 0.17 | 18.79 | 7.22 | 35.64 | -1.87 | 3.91 |
| American Funds Capital Inc Bldr 529E | 0.15 | 18.79 | 7.22 | 35.64 | -1.86 | 3.91 |
| PIMCO Global Multi-Asset C | 0.53 | 18.61 | 6.30 | 31.52 | --- | --- |
| American Funds Capital Inc Bldr B | 0.10 | 18.34 | 7.09 | 35.09 | -2.27 | 3.50 |
| American Funds Capital Inc Bldr R1 | 0.10 | 18.33 | 7.09 | 35.08 | -2.30 | 3.44 |
| American Funds Capital Inc Bldr C | 0.13 | 18.31 | 7.10 | 35.06 | -2.31 | 3.45 |
| American Funds Capital Inc Bldr 529C | 0.10 | 18.26 | 7.10 | 35.00 | -2.36 | 3.38 |
| American Funds Capital Inc Bldr 529B | 0.10 | 18.25 | 7.07 | 34.98 | -2.37 | 3.37 |
| American Funds Capital Inc Bldr R2 | 0.10 | 18.23 | 7.07 | 34.95 | -2.36 | 3.40 |
| Transamerica Multi-Manager Alt Strat A | -1.04 | 18.06 | 5.22 | 33.48 | --- | --- |
| Transamerica Multi-Manager Alt Stra A LW | -1.04 | 18.06 | 5.22 | 33.48 | --- | --- |
| Van Kampen Global Tactical Asset Allc I | -0.67 | 17.87 | 7.18 | --- | --- | --- |
| Van Kampen Global Tactical Asset Allc A | -0.58 | 17.67 | 7.19 | --- | --- | --- |
| Van Kampen Global Tactical Asset Al A LW | -0.58 | 17.67 | 7.19 | --- | --- | --- |
| Forester Discovery | -1.02 | 17.65 | 3.03 | 31.25 | 9.86 | 7.10 |
| Virtus Alternatives Diversifier A LW | -1.03 | 17.40 | 6.64 | 33.67 | -2.89 | --- |
| Virtus Alternatives Diversifier A | -1.03 | 17.40 | 6.64 | 33.67 | -2.89 | --- |
| Van Kampen Global Tactical Asset Allc R | -0.67 | 17.37 | 7.12 | --- | --- | --- |
| Transamerica Multi-Manager Alt Strat C | -1.05 | 17.35 | 5.03 | 32.67 | --- | --- |
| Van Kampen Global Tactical Asset Allc C | -0.75 | 17.28 | 6.93 | --- | --- | --- |
| Van Kampen Global Tactical Asset Allc B | -0.67 | 17.08 | 6.94 | --- | --- | --- |
| Virtus Alternatives Diversifier C | -0.93 | 16.76 | 6.59 | 32.69 | -3.57 | --- |
| MFS Global Total Return R4 | -0.47 | 14.77 | 5.97 | 32.84 | 2.70 | --- |
| ING Van Kampen Glbl Tactical Asst Allc S | -0.50 | 14.77 | 6.36 | 31.95 | --- | --- |
| MFS Global Total Return I | -0.47 | 14.70 | 5.94 | 32.76 | 2.75 | 5.97 |
| MFS Global Total Return A Load Waived | -0.47 | 14.45 | 5.91 | 32.45 | 2.42 | 5.60 |
| MFS Global Total Return A | -0.47 | 14.45 | 5.91 | 32.45 | 2.42 | 5.60 |
| MFS Global Total Return R3 | -0.55 | 14.42 | 5.84 | 32.38 | 2.43 | --- |
| MFS Global Total Return R2 | -0.47 | 14.22 | 5.81 | 32.12 | 2.19 | 5.32 |
| MFS Global Total Return C | -0.54 | 13.71 | 5.66 | 31.51 | 1.72 | 4.91 |
| MFS Global Total Return B | -0.53 | 13.70 | 5.59 | 31.43 | 1.72 | 4.89 |
| MFS Global Total Return R1 | -0.54 | 13.61 | 5.61 | 31.45 | 1.67 | --- |
| Putnam Absolute Return 700 Y | 0.53 | 12.90 | 4.06 | --- | --- | --- |
| Putnam Absolute Return 700 A LW | 0.53 | 12.80 | 4.16 | --- | --- | --- |
| Putnam Absolute Return 700 A | 0.53 | 12.80 | 4.16 | --- | --- | --- |
| Putnam Absolute Return 700 R | 0.45 | 12.30 | 3.89 | --- | --- | --- |
| Putnam Absolute Return 700 M | 0.45 | 12.10 | 3.89 | --- | --- | --- |
| Putnam Absolute Return 700 C | 0.45 | 12.00 | 3.90 | --- | --- | --- |
| Dreyfus Global Absolute Return I | 0.83 | 11.94 | 7.12 | 16.47 | --- | --- |
| Putnam Absolute Return 700 B | 0.36 | 11.90 | 3.80 | --- | --- | --- |
| Dreyfus Global Absolute Return A LW | 0.66 | 11.47 | 7.05 | 15.98 | --- | --- |
| Dreyfus Global Absolute Return A | 0.66 | 11.47 | 7.05 | 15.98 | --- | --- |
| Dreyfus Global Absolute Return C | 0.75 | 10.77 | 6.84 | 15.20 | --- | --- |
| UBS PACE Alternative Strategies P | -0.44 | 10.53 | 3.40 | 17.14 | -2.37 | --- |
| UBS PACE Alternative Strategies Y | -0.55 | 10.42 | 3.29 | 17.04 | --- | --- |
| UBS PACE Alternative Strategies A LW | -0.44 | 10.32 | 3.30 | 16.87 | -2.61 | --- |
| UBS PACE Alternative Strategies A | -0.44 | 10.32 | 3.30 | 16.87 | -2.61 | --- |
| UBS PACE Alternative Strategies C | -0.56 | 9.58 | 3.12 | 15.96 | -3.31 | --- |
| Putnam Absolute Return 500 Y | 0.28 | 9.10 | 3.12 | --- | --- | --- |
| Putnam Absolute Return 500 A LW | 0.28 | 8.80 | 3.03 | --- | --- | --- |
| Putnam Absolute Return 500 A | 0.28 | 8.80 | 3.03 | --- | --- | --- |
| Putnam Absolute Return 500 R | 0.18 | 8.50 | 2.94 | --- | --- | --- |
| Putnam Absolute Return 500 M | 0.28 | 8.30 | 2.95 | --- | --- | --- |
| Oxford Global Total Return A LW | 0.18 | 8.18 | 2.65 | 9.00 | --- | --- |
| Oxford Global Total Return A | 0.18 | 8.18 | 2.65 | 9.00 | --- | --- |
| Putnam Absolute Return 500 C | 0.19 | 8.10 | 2.85 | --- | --- | --- |
| Putnam Absolute Return 500 B | 0.19 | 8.00 | 2.76 | --- | --- | --- |
| Oxford Global Total Return I | 0.28 | 7.93 | 2.64 | 8.90 | --- | --- |
| Oxford Global Total Return C | 0.37 | 7.24 | 1.69 | 8.10 | --- | --- |
| JPMorgan Strategic Preservation A LW | 0.21 | 3.31 | 1.81 | 5.82 | --- | --- |
| JPMorgan Strategic Preservation A | 0.21 | 3.31 | 1.81 | 5.82 | --- | --- |
| Direxion PSI Total Return | 0.55 | 3.24 | 0.89 | 4.45 | --- | --- |
| Oppenheimer Absolute Return A LW | -0.74 | 0.72 | 0.68 | 1.09 | --- | --- |
| Oppenheimer Absolute Return A | -0.74 | 0.72 | 0.68 | 1.09 | --- | --- |
| JPMorgan Strategic Preservation Select | 0.20 | --- | 1.88 | --- | --- | --- |
| JPMorgan Strategic Preservation R5 | 0.27 | --- | 1.94 | --- | --- | --- |
| JPMorgan Strategic Preservation C | 0.14 | --- | 1.67 | --- | --- | --- |
| JHT Core Global Diversification Ser III | -0.71 | --- | 6.75 | --- | --- | --- |
| JHT Core Global Diversification Ser II | -0.78 | --- | 6.69 | --- | --- | --- |
| JHT Core Fundamental Holdings Series III | -0.07 | --- | 6.25 | --- | --- | --- |
| JHT Core Fundamental Holdings Series II | -0.14 | --- | 6.19 | --- | --- | --- |
| JHT Core Disciplined Divers Series II | -0.77 | --- | 6.63 | --- | --- | --- |
| JHT Core Balanced Series II | -0.60 | --- | 6.05 | --- | --- | --- |
| JHT Core Balanced Series I | -0.53 | --- | 6.20 | --- | --- | --- |
| JHT Core Allocation Series II | -0.99 | --- | 5.92 | --- | --- | --- |
| JHT Core Allocation Series I | -0.99 | --- | 5.91 | --- | --- | --- |
| JHT Balanced Series I | -0.60 | --- | 6.13 | --- | --- | --- |
| JHT Balanced NAV | -0.67 | --- | 6.13 | --- | --- | --- |
| FundX Tactical Total Return | -1.97 | --- | 4.02 | --- | --- | --- |
| Fidelity Advisor Global Balanced T | -1.12 | --- | 7.02 | --- | --- | --- |
| Fidelity Advisor Global Balanced I | -1.07 | --- | 7.21 | --- | --- | --- |
| Fidelity Advisor Global Balanced C | -1.17 | --- | 6.88 | --- | --- | --- |
| Fidelity Advisor Global Balanced B | -1.13 | --- | 6.88 | --- | --- | --- |
| Fidelity Advisor Global Balanced A LW | -1.07 | --- | 7.12 | --- | --- | --- |
| Fidelity Advisor Global Balanced A | -1.07 | --- | 7.12 | --- | --- | --- |
| API Master Allocation L | -2.32 | --- | 7.32 | --- | --- | --- |
| API Master Allocation A Load Waived | -2.27 | --- | 7.44 | --- | --- | --- |
| API Master Allocation A | -2.27 | --- | 7.44 | --- | --- | --- |
| American Funds Capital Inc Bldr R6 | 0.19 | --- | 7.39 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc R | -0.45 | --- | 9.43 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc P | -0.40 | --- | 9.58 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc Instl | -0.40 | --- | 9.57 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc D | -0.45 | --- | 9.47 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc C | -0.50 | --- | 9.27 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc Adm | -0.40 | --- | 9.53 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc A LW | -0.45 | --- | 9.47 | --- | --- | --- |
| Allianz Global Inv Sltns Gr Allc A | -0.45 | --- | 9.47 | --- | --- | --- |
| AIM Balanced-Risk Allocation Y | 1.19 | --- | 6.02 | --- | --- | --- |
| AIM Balanced-Risk Allocation Instl | 1.19 | --- | 6.02 | --- | --- | --- |
| AIM Balanced-Risk Allocation A LW | 1.19 | --- | 5.93 | --- | --- | --- |
| AIM Balanced-Risk Allocation A | 1.19 | --- | 5.93 | --- | --- | --- |