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Data through 6/14/2019. 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 1.07 8.37 1.12 -0.44 6.16 2.55
American Beacon AHL TargetRisk Instl 4.02 16.40 7.18 --- --- ---
Brookfield Real Assets Securities I 2.17 16.32 2.31 8.60 6.13 ---
Brookfield Real Assets Securities Y 2.06 16.30 2.20 8.47 6.13 ---
American Beacon AHL TargetRisk Y 4.03 16.30 7.09 --- --- ---
Brookfield Real Assets Securities A 2.14 16.27 2.34 8.38 6.09 ---
American Beacon AHL TargetRisk Investor 4.03 16.20 7.10 --- --- ---
Wealthfront Risk Parity W 4.51 16.08 6.25 8.51 --- ---
Loomis Sayles Global Allocation N 2.46 15.93 4.44 4.79 --- ---
Loomis Sayles Global Allocation Y 2.46 15.92 4.44 4.70 11.66 7.53
Brookfield Real Assets Securities C 2.03 15.80 1.95 7.68 5.39 ---
Loomis Sayles Global Allocation A 2.43 15.74 4.37 4.44 11.38 7.25
Loomis Sayles Global Allocation C 2.37 15.37 4.19 3.71 10.56 6.45
DWS RREEF Real Assets R6 1.92 14.14 2.13 6.68 7.10 ---
DWS RREEF Real Assets S 1.92 14.03 2.13 6.55 6.96 2.80
DWS RREEF Real Assets Inst 1.82 14.03 2.13 6.57 7.07 2.96
DWS RREEF Real Assets A 1.91 14.03 2.11 6.35 6.83 2.65
DWS RREEF Real Assets T 1.81 13.92 2.01 6.36 --- ---
DWS RREEF Real Assets R 1.79 13.82 2.00 6.06 6.49 2.41
DWS RREEF Real Assets C 1.72 13.54 1.82 5.49 5.98 1.86
Nuveen Real Asset Income R6 1.73 13.35 3.60 8.69 --- ---
Nuveen Real Asset Income I 1.72 13.29 3.55 8.60 6.80 5.61
Nuveen Real Asset Income A 1.66 13.17 3.49 8.32 6.54 5.34
AIG Income Explorer W 1.33 12.84 2.26 2.55 8.06 3.90
Nuveen Real Asset Income C 1.59 12.79 3.26 7.51 5.74 4.56
AIG Income Explorer A 1.32 12.73 2.21 2.34 7.84 3.69
BlackRock Dynamic High Income K 1.66 12.59 3.16 3.96 8.83 ---
BlackRock Dynamic High Income Instl 1.55 12.57 3.04 3.91 8.78 ---
AIG Income Explorer C 1.27 12.44 2.05 1.66 7.17 3.03
BlackRock Dynamic High Income Inv A 1.64 12.43 3.08 3.65 8.51 ---
Ivy Asset Strategy N 1.66 12.24 3.27 2.10 7.88 ---
Eaton Vance Global Income Builder I 1.35 12.22 2.24 2.33 7.83 4.89
Ivy Asset Strategy I 1.63 12.15 3.24 2.01 7.71 1.18
DWS Global Income Builder R6 2.42 12.15 2.72 4.39 9.05 ---
DWS Global Income Builder Inst 1.30 12.12 2.69 4.28 8.90 3.95
DWS Global Income Builder S 1.63 12.10 2.57 4.14 8.86 3.91
Eaton Vance Global Income Builder A 1.21 12.08 2.05 2.04 7.52 4.61
BlackRock Dynamic High Income Inv C 1.57 12.07 2.89 2.99 7.71 ---
Ivy Asset Strategy E 1.57 12.04 3.15 1.80 7.53 0.98
DWS Global Income Builder A 1.63 12.04 2.63 4.03 8.64 3.72
Eaton Vance Global Income Builder R 1.19 12.00 1.99 1.66 7.22 4.34
Ivy Asset Strategy A 1.59 11.96 3.12 1.72 7.42 0.91
Ivy Asset Strategy Y 1.54 11.95 3.12 1.75 7.45 0.93
Ivy Asset Strategy R 1.54 11.80 3.04 1.40 7.08 0.58
Goldman Sachs Growth Strategy Instl 2.00 11.74 2.20 -1.28 9.24 5.00
Eaton Vance Global Income Builder C 1.17 11.74 1.89 1.29 6.72 3.83
Goldman Sachs Growth Strategy P 2.00 11.73 2.20 -1.24 --- ---
Lord Abbett Multi-Asset Global Opp R6 1.46 11.67 1.44 -1.01 6.77 ---
Lord Abbett Multi-Asset Global Opp F3 1.46 11.67 1.44 -1.01 --- ---
Goldman Sachs Growth Strategy R6 1.93 11.66 2.20 -1.30 9.26 ---
Morgan Stanley Real Assets IS 0.80 11.64 1.35 --- --- ---
Morgan Stanley Real Assets I 0.80 11.64 1.35 --- --- ---
T. Rowe Price Real Assets I 1.72 11.61 -0.53 -1.41 5.47 ---
T. Rowe Price Real Assets 1.72 11.60 -0.53 -1.51 5.31 0.70
Ivy Asset Strategy C 1.52 11.60 2.95 1.04 6.66 0.19
Goldman Sachs Growth Strategy Inv 1.96 11.60 2.17 -1.46 9.08 4.84
DWS Global Income Builder C 0.98 11.59 2.33 3.11 7.78 2.89
Calamos Global Growth & Income I 1.04 11.57 1.98 -2.28 7.78 3.92
Ivy Asset Strategy B 1.52 11.56 2.91 0.91 6.60 0.15
Lord Abbett Multi-Asset Global Opp R5 1.46 11.55 1.43 -1.14 6.66 ---
SEI Aggressive Strategy F (SAAT) 1.57 11.54 1.80 -0.55 8.38 4.58
Lord Abbett Multi-Asset Global Opp I 1.46 11.54 1.41 -1.18 6.65 1.72
Goldman Sachs Growth Strategy A 1.93 11.51 2.07 -1.67 8.81 4.58
Lord Abbett Multi-Asset Global Opp A 1.38 11.49 1.38 -1.40 6.38 1.48
SEI Aggressive Strategy I (SAAT) 1.54 11.48 1.71 -0.82 8.09 4.33
Morgan Stanley Real Assets A 0.80 11.48 1.31 --- --- ---
Goldman Sachs Growth Strategy Svc 1.94 11.47 2.07 -1.73 8.71 4.48
Calamos Global Growth & Income A 0.89 11.45 1.86 -2.59 7.48 3.65
Lord Abbett Multi-Asset Global Opp F 1.38 11.42 1.33 -1.35 6.50 1.61
Lord Abbett Multi-Asset Global Opp R4 1.38 11.41 1.30 -1.48 6.36 ---
Goldman Sachs Satellite Strategies R6 1.75 11.40 1.98 2.60 5.80 ---
Goldman Sachs Growth Strategy R 1.92 11.37 1.99 -1.91 8.54 4.32
Lord Abbett Multi-Asset Global Opp R3 1.37 11.33 1.21 -1.67 6.14 1.22
Goldman Sachs Satellite Strategies Instl 1.62 11.26 1.85 2.46 5.78 2.25
Centerstone Investors I 1.07 11.26 1.43 0.12 6.41 ---
Goldman Sachs Satellite Strategies P 1.62 11.25 1.85 2.48 --- ---
Lord Abbett Multi-Asset Global Opp R2 1.35 11.24 1.28 -1.72 6.01 1.12
Goldman Sachs Satellite Strategies Inv 1.62 11.23 1.82 2.31 5.62 2.09
SEI Aggressive Strategy D (SAAT) 1.52 11.18 1.59 -1.32 7.56 3.81
DWS Multi-Asset Global Allocation S 1.44 11.15 2.17 -0.70 6.35 2.28
Janus Henderson Global Allocation Gr I 1.39 11.14 1.69 -0.40 8.38 4.13
Goldman Sachs Satellite Strategies A 1.62 11.14 1.76 2.18 5.38 1.87
Janus Henderson Global Allocation Gr D 1.39 11.13 1.68 -0.43 8.30 4.06
Morgan Stanley Real Assets C 0.80 11.12 1.18 --- --- ---
Calamos Global Growth & Income C 0.95 11.11 1.79 -3.21 6.70 2.90
Centerstone Investors A 0.98 11.10 1.34 -0.20 6.11 ---
Goldman Sachs Growth Strategy C 1.84 11.09 1.90 -2.45 8.02 3.80
Lord Abbett Multi-Asset Global Opp C 1.34 11.08 1.17 -2.12 5.61 0.72
DWS Multi-Asset Global Allocation A 1.37 11.08 2.10 -0.90 6.08 2.03
Janus Henderson Global Allocation Gr T 1.39 11.06 1.61 -0.52 8.24 4.00
Vanguard Global Wellington Admiral 2.23 11.03 3.09 5.40 --- ---
Vanguard Global Wellington Investor 2.25 11.00 3.09 5.29 --- ---
Goldman Sachs Satellite Strategies Svc 1.62 10.98 1.73 1.92 5.23 1.76
Janus Henderson Global Allocation Gr A 1.33 10.97 1.55 -0.66 8.09 3.87
Goldman Sachs Satellite Strategies R 1.63 10.97 1.70 1.91 5.10 1.61
JOHCM Global Income Builder Instl 1.58 10.90 2.69 4.94 --- ---
Janus Henderson Global Allocation Gr S 1.33 10.87 1.48 -0.84 7.92 3.70
JOHCM Global Income Builder I 1.57 10.85 2.66 4.94 --- ---
First Eagle Global R6 1.36 10.84 1.16 0.97 --- ---
First Eagle Global I 1.36 10.80 1.14 0.90 6.96 4.52
First Eagle Global R4 1.36 10.74 1.11 0.78 --- ---
Goldman Sachs Satellite Strategies C 1.50 10.71 1.57 1.34 4.55 1.09
First Eagle Global A 1.35 10.69 1.09 0.66 6.68 4.25
Centerstone Investors C 0.90 10.69 1.18 -0.96 5.45 ---
DWS Multi-Asset Global Allocation C 1.31 10.68 1.91 -1.67 5.28 1.26
Cohen & Steers Real Assets I 1.00 10.68 1.33 1.37 3.34 -0.74
First Eagle Global R3 1.31 10.63 1.04 0.51 --- ---
Aberdeen Dynamic Allocation Inst 0.98 10.63 1.29 -0.42 5.49 3.15
Voya Global Perspectives Port I 1.34 10.59 2.06 2.01 6.54 3.99
Morningstar Global Income 1.83 10.59 1.98 --- --- ---
Aberdeen Dynamic Allocation I/S 0.98 10.59 1.30 -0.45 5.48 3.13
Janus Henderson Global Allocation Gr C 1.28 10.58 1.43 -1.37 7.37 3.23
Cohen & Steers Real Assets Z 1.00 10.57 1.22 1.37 3.35 -0.76
Invesco Oppenheimer Glbl Mlt-Asst Gr R6 1.15 10.52 1.74 -3.80 6.57 ---
T. Rowe Price Global Allocation 1.27 10.50 2.00 1.23 8.29 4.96
T. Rowe Price Global Allocation I 1.19 10.49 2.00 1.24 8.47 ---
Voya Global Perspectives Port A 1.35 10.48 2.08 1.75 6.19 3.69
Voya Global Perspectives Port S 1.26 10.47 1.99 1.78 6.26 3.71
Cohen & Steers Real Assets A 1.00 10.45 1.22 1.05 2.99 -1.06
Voya Global Perspectives I 1.19 10.41 1.94 1.35 6.40 3.90
Invesco Oppenheimer Glbl Mlt-Asst Gr Y 1.06 10.40 1.64 -3.89 6.50 ---
Voya Global Perspectives W 1.19 10.39 1.94 1.35 6.44 3.91
Aberdeen Dynamic Allocation A 0.90 10.38 1.24 -0.78 5.13 2.82
Cohen & Steers Real Assets R 0.88 10.36 1.10 0.85 2.84 -1.24
Invesco Oppenheimer Glbl Mlt-Asst Gr A 1.06 10.34 1.65 -4.08 6.32 ---
Voya Global Perspectives A 1.19 10.32 1.85 1.13 6.14 3.65
First Eagle Global C 1.27 10.29 0.88 -0.11 5.87 3.47
Aberdeen Dynamic Allocation R 0.91 10.24 1.14 -1.09 4.78 2.45
T. Rowe Price Global Allocation Advisor 1.20 10.19 1.85 0.82 8.00 4.74
Invesco Oppenheimer Glbl Mlt-Asst Gr R 1.07 10.17 1.56 -4.36 6.04 ---
Federated Global Allocation R6 1.54 10.16 1.70 -0.13 --- ---
Voya Global Perspectives R 1.11 10.15 1.76 0.88 5.88 3.38
Federated Global Allocation Instl 1.58 10.15 1.68 -0.17 7.06 3.50
MainStay Income Builder R6 2.04 10.14 2.85 6.65 --- ---
Lazard Global Dynamic Multi-Asset Inst 2.10 10.14 2.30 1.65 8.24 ---
Cohen & Steers Real Assets C 0.89 10.11 1.01 0.34 2.34 -1.74
Voya Global Multi-Asset R6 2.28 10.09 2.55 -1.09 --- ---
MainStay Income Builder I 2.03 10.09 2.88 6.60 7.19 4.49
Lazard Real Assets & Pricing Opps Instl 1.07 10.09 1.77 1.87 --- ---
Wilmington Real Asset Institutional 0.97 10.08 1.11 2.08 4.22 1.74
Aberdeen Dynamic Allocation C 0.84 10.06 1.00 -1.47 4.40 2.12
Lazard Global Dynamic Multi-Asset Open 2.10 10.03 2.20 1.31 7.91 ---
Federated Global Allocation A 1.54 10.02 1.62 -0.47 6.75 3.20
Wilmington Real Asset A 0.91 9.96 1.05 1.84 3.96 1.49
MainStay Income Builder A 2.02 9.96 2.79 6.29 6.92 4.22
Invesco Oppenheimer Glbl Mlt-Asst Gr C 1.08 9.96 1.48 -4.75 5.54 ---
MainStay Income Builder Inv 2.01 9.95 2.80 6.20 6.78 4.08
Lazard Real Assets & Pricing Opps Open 1.08 9.93 1.71 1.62 --- ---
MainStay Income Builder R2 2.02 9.92 2.76 6.24 6.81 ---
Voya Global Perspectives C 1.21 9.91 1.68 0.39 5.36 2.88
MainStay Income Builder R3 1.99 9.81 2.70 5.93 6.55 ---
Federated Global Allocation R 1.50 9.80 1.53 -0.91 6.30 2.76
RQSI GAA Systematic Global Macro Instl 4.20 9.78 6.28 8.66 --- ---
AllianzGI Global Allocation Instl 1.98 9.75 2.81 1.16 6.33 3.13
Touchstone Dynamic Global Allocation Y 1.03 9.74 1.51 -0.76 6.32 3.10
AllianzGI Global Allocation P 2.00 9.70 2.83 1.19 6.41 3.20
MFS Global Total Return R6 1.96 9.69 2.52 3.94 6.13 4.10
AllianzGI Global Allocation Admin 2.01 9.68 2.76 0.97 6.21 2.97
MFS Global Total Return R4 1.99 9.67 2.53 3.85 6.02 4.01
AllianzGI Global Allocation R6 2.03 9.66 2.79 1.21 6.45 ---
Voya Global Multi-Asset W 1.49 9.63 1.84 -0.87 7.39 4.00
Voya Global Multi-Asset I 1.48 9.62 1.84 -0.88 7.40 3.97
RQSI GAA Systematic Global Macro Retail 4.32 9.60 6.20 8.37 --- ---
Neuberger Berman Global Allocation Instl 1.08 9.60 1.91 -1.22 7.13 3.05
MFS Global Total Return I 1.96 9.60 2.50 3.83 6.01 4.00
Touchstone Dynamic Global Allocation A 0.96 9.58 1.38 -1.02 6.05 2.85
Federated Global Allocation C 1.42 9.58 1.38 -1.26 5.94 2.42
Federated Global Allocation B 1.47 9.58 1.41 -1.28 5.89 2.37
Neuberger Berman Global Allocation A 1.09 9.56 1.83 -1.51 6.78 2.70
MFS Global Total Return A 1.94 9.56 2.47 3.59 5.76 3.74
MainStay Income Builder C 1.94 9.56 2.59 5.43 5.99 3.30
MainStay Income Builder B 1.99 9.54 2.59 5.41 5.98 3.31
AllianzGI Global Allocation A 1.98 9.54 2.74 0.88 6.10 2.92
Janus Henderson Dividend & Inc Builder S 1.56 9.53 1.44 0.35 --- ---
Morgan Stanley Inst Global Strat IS 1.60 9.50 2.08 3.07 7.65 ---
Voya Global Multi-Asset A 1.42 9.49 1.78 -1.18 7.13 3.73
Janus Henderson Dividend & Inc Builder N 1.48 9.48 1.42 0.45 7.19 ---
MFS Global Total Return R3 1.95 9.46 2.42 3.54 5.77 3.75
Janus Henderson Dividend & Inc Builder I 1.48 9.46 1.34 0.39 7.22 3.66
AllianzGI Global Allocation R 2.00 9.46 2.69 0.64 5.92 2.72
Morgan Stanley Inst Global Strat Instl 1.54 9.43 2.01 2.91 7.59 3.13
MFS Global Total Return R2 1.90 9.40 2.37 3.29 5.49 3.48
Janus Henderson Dividend & Inc Builder T 1.40 9.37 1.33 0.27 --- ---
Janus Henderson Dividend & Inc Builder D 1.40 9.37 1.33 0.33 --- ---
Janus Henderson Dividend & Inc Builder A 1.40 9.36 1.32 0.20 6.96 3.41
Voya Global Multi-Asset O 1.34 9.35 1.70 -1.40 7.01 3.66
Ivy Wilshire Global Allocation N 1.27 9.33 1.40 0.03 --- ---
GMO Risk Premium VI 1.69 9.32 2.40 1.74 9.09 5.27
UBS Global Allocation P 0.80 9.31 1.45 0.16 7.14 3.79
GMO Risk Premium III 1.70 9.29 2.38 1.66 8.97 5.18
Morgan Stanley Inst Global Strat A 1.55 9.28 1.96 2.62 7.26 2.81
UBS Global Allocation A 0.82 9.26 1.40 0.00 6.88 3.53
Ivy Wilshire Global Allocation I 1.13 9.21 1.26 -0.02 5.81 0.43
Voya Global Multi-Asset C 1.41 9.19 1.68 -1.87 6.34 2.96
Ivy Wilshire Global Allocation Y 1.27 9.19 1.27 -0.29 --- ---
Northern Global Tactical Asset Allc 1.24 9.18 1.07 1.17 6.84 3.78
BNY Mellon Sustainable Balanced K 1.71 9.17 1.71 -2.46 --- ---
BNY Mellon Sustainable Balanced Service 1.71 9.16 1.71 -2.49 --- ---
AllianzGI Global Allocation C 1.92 9.16 2.46 0.04 5.30 2.13
Touchstone Dynamic Global Allocation C 0.89 9.15 1.16 -1.78 5.23 2.06
MFS Global Total Return R1 1.88 9.13 2.25 2.82 4.97 2.96
MFS Global Total Return C 1.88 9.13 2.23 2.81 4.95 2.96
AB All Market Real Return Z 0.00 9.13 -1.18 -6.35 4.67 -3.96
AB All Market Real Return 2 0.00 9.13 -1.28 -6.35 4.66 -3.94
Victory Strategic Allocation I 1.58 9.12 1.62 0.74 6.64 4.73
RiverFront Asset Allocation Gr & Inc I 0.52 9.11 -0.05 -5.29 6.92 3.98
MFS Global Total Return B 1.90 9.11 2.25 2.81 4.95 2.97
Neuberger Berman Global Allocation C 0.93 9.09 1.60 -2.31 5.93 1.91
American Funds Capital Income Bldr R6 1.25 9.09 2.01 3.76 6.31 4.10
American Funds Capital Income Bldr F3 1.25 9.09 2.01 3.76 --- ---
American Funds Capital Income Bldr R5 1.26 9.08 2.01 3.71 6.26 4.05
Ivy Apollo Multi-Asset Income N 0.96 9.05 1.55 2.95 6.72 ---
American Funds Capital Income Bldr F2 1.24 9.05 2.01 3.65 6.20 4.00
Victory Strategic Allocation A 1.59 9.04 1.57 0.47 6.37 4.48
Morgan Stanley Inst Global Strat L 1.56 9.04 1.84 2.12 6.72 2.29
Ivy Wilshire Global Allocation A 1.14 9.04 1.27 -0.39 5.45 0.12
American Funds Capital Income Bldr R5E 1.24 9.03 1.98 3.62 6.15 ---
Old Westbury Strategic Opportunities 0.14 9.02 0.68 -1.25 6.72 3.34
American Funds Capital Income Bldr 529F 1.23 9.01 1.98 3.60 6.16 3.94
AB All Market Real Return I -0.12 9.00 -1.30 -6.45 4.67 -3.98
RiverFront Asset Allocation Gr & Inc Inv 0.52 8.99 -0.12 -5.51 6.68 3.73
MFS Prudent Investor R6 1.05 8.99 2.43 5.59 --- ---
MFS Prudent Investor R4 1.05 8.99 2.43 5.58 --- ---
MFS Prudent Investor I 1.05 8.99 2.53 5.69 --- ---
Janus Henderson Dividend & Inc Builder C 1.34 8.98 1.10 -0.58 6.15 2.62
RiverFront Asset Allocation Gr & Inc A 0.43 8.96 -0.07 -5.53 --- ---
Invesco Balanced-Risk Allc R6 1.54 8.96 2.29 0.09 5.10 3.77
Ivy Apollo Multi-Asset Income I 0.87 8.95 1.55 2.82 6.56 ---
American Funds Capital Income Bldr A 1.23 8.94 1.94 3.45 6.00 3.80
Victory Strategic Allocation R 1.59 8.93 1.52 0.28 6.11 4.19
American Funds Capital Income Bldr R4 1.24 8.93 1.93 3.40 5.94 3.74
AB All Market Real Return Advisor -0.12 8.93 -1.41 -6.61 4.46 -4.11
AB All Market Real Return 1 -0.12 8.92 -1.31 -6.64 4.41 -4.19
American Funds Capital Income Bldr 529A 1.23 8.91 1.92 3.37 5.92 3.71
Ivy Wilshire Global Allocation R 1.15 8.90 1.15 -0.66 --- ---
American Funds Capital Income Bldr F1 1.23 8.90 1.92 3.39 5.92 3.72
Morgan Stanley Inst Global Strat C 1.50 8.88 1.78 1.87 6.41 ---
MFS Prudent Investor R3 1.05 8.88 2.43 5.33 --- ---
AB All Market Real Return K 0.00 8.87 -1.30 -6.79 4.26 -4.33
Hartford Global All-Asset Y 1.37 8.84 1.37 -1.69 6.94 3.56
Ivy Apollo Multi-Asset Income A 0.86 8.83 1.44 2.40 6.21 ---
Hartford Global All-Asset R6 1.48 8.83 1.48 -1.57 --- ---
Hartford Global All-Asset R5 1.49 8.80 1.38 -1.72 6.93 3.40
American Funds Capital Income Bldr 529E 1.20 8.80 1.86 3.15 5.68 3.47
MFS Prudent Investor R2 1.06 8.78 2.33 5.08 --- ---
MFS Prudent Investor A 0.96 8.78 2.33 5.29 --- ---
Invesco Balanced-Risk Allc Y 1.46 8.78 2.20 -0.09 4.96 3.64
American Funds Global Balanced F3 1.19 8.78 1.44 1.79 --- ---
Invesco Balanced-Risk Allc R5 1.45 8.77 2.20 0.00 5.01 3.68
American Funds Global Balanced R6 1.19 8.77 1.44 1.80 6.29 3.58
American Funds Capital Income Bldr R3 1.21 8.77 1.85 3.09 5.63 3.43
American Funds Global Balanced R5 1.19 8.75 1.45 1.77 6.23 3.52
AB All Market Real Return A -0.12 8.75 -1.40 -6.84 4.21 -4.36
AB All Market Real Return R -0.12 8.74 -1.42 -7.08 3.95 -4.60
Ivy Apollo Multi-Asset Income Y 0.76 8.73 1.44 2.43 6.26 ---
Invesco Balanced-Risk Allc A 1.58 8.73 2.24 -0.27 4.73 3.39
Hartford Global All-Asset I 1.37 8.73 1.37 -1.76 6.84 3.47
Hartford Global All-Asset F 1.37 8.73 1.37 -1.73 --- ---
Janus Henderson Global Allocation Mod T 1.44 8.72 1.76 0.09 6.45 3.25
American Funds Global Balanced R5E 1.19 8.72 1.42 1.65 6.16 ---
American Funds Global Balanced F2 1.16 8.71 1.41 1.69 6.17 3.47
American Funds Global Balanced 529F1 1.19 8.71 1.40 1.65 6.12 3.41
Janus Henderson Global Allocation Mod I 1.43 8.70 1.76 0.17 6.56 3.37
American Funds Capital Income Bldr R2E 1.19 8.70 1.82 2.93 5.47 ---
RiverFront Asset Allocation Gr & Inc C 0.44 8.68 -0.23 -6.20 5.88 2.95
Victory Strategic Allocation C 1.55 8.66 1.42 -0.23 5.60 3.72
Ivy Wilshire Global Allocation C 1.07 8.66 1.07 -1.19 4.59 -0.70
Hartford Global All-Asset A 1.38 8.65 1.27 -2.02 6.58 3.19
Invesco Oppenheimer Global Allocation R6 1.26 8.63 1.79 -2.42 5.72 3.65
BlackRock Global Allocation K 1.50 8.63 1.67 0.39 6.38 ---
American Funds Global Balanced A 1.16 8.63 1.36 1.47 5.94 3.25
American Funds Global Balanced R4 1.19 8.62 1.39 1.45 5.92 3.23
American Funds Global Balanced 529A 1.16 8.62 1.38 1.41 5.89 3.19
Ivy Wilshire Global Allocation B 1.09 8.61 0.95 -1.27 4.39 -0.90
Hartford Global All-Asset R4 1.36 8.61 1.25 -2.08 6.59 3.22
Janus Henderson Global Allocation Mod D 1.43 8.60 1.76 0.09 6.52 3.31
MassMutual Select BlackRock Glbl Allc I 1.42 8.59 1.70 0.38 6.36 3.24
Invesco Balanced-Risk Allc R 1.51 8.59 2.09 -0.56 4.45 3.13
MassMutual Select BlackRock Glb Allc R5 1.40 8.57 1.68 0.31 6.25 3.11
Janus Henderson Global Allocation Mod A 1.44 8.57 1.69 -0.13 6.33 3.12
American Funds Global Balanced F1 1.16 8.57 1.35 1.40 5.89 3.19
American Funds Capital Income Bldr C 1.16 8.57 1.75 2.66 5.17 2.98
BlackRock Global Allocation Instl 1.50 8.56 1.67 0.31 6.28 3.19
American Funds Capital Income Bldr R1 1.16 8.56 1.73 2.63 5.15 2.97
American Funds Capital Income Bldr R2 1.16 8.55 1.74 2.62 5.16 2.98
American Funds Capital Income Bldr 529C 1.15 8.54 1.73 2.61 5.11 2.92
MassMutual Select BlackRock Glb Allc Adm 1.37 8.52 1.65 0.09 6.01 2.92
Columbia Global Opportunities Adv 0.94 8.52 1.39 -0.17 7.01 4.17
Hartford Global All-Asset R3 1.38 8.51 1.27 -2.27 6.27 2.92
Invesco Oppenheimer Global Allocation Y 1.26 8.50 1.73 -2.56 5.52 3.47
American Funds Global Balanced 529E 1.16 8.50 1.30 1.22 5.66 2.94
Principal Diversified Real Asset R6 0.72 8.49 0.63 -1.53 4.13 ---
Principal Diversified Real Asset Instl 0.72 8.49 0.63 -1.59 4.09 -0.56
MassMutual Select BlackRock Glb Allc Svc 1.42 8.49 1.61 0.22 6.16 3.03
Columbia Global Opportunities Inst2 0.94 8.49 1.38 -0.20 7.06 4.25
MFS Prudent Investor R1 0.96 8.47 2.14 4.48 --- ---
MFS Prudent Investor B 0.96 8.47 2.24 4.51 --- ---
Janus Henderson Global Allocation Mod S 1.37 8.46 1.62 -0.25 6.14 2.95
Columbia Global Opportunities Inst 0.87 8.46 1.32 -0.25 7.00 4.19
AB All Market Real Return C -0.12 8.46 -1.51 -7.48 3.47 -5.04
PIMCO Global Multi-Asset Instl 0.80 8.45 1.04 2.27 7.97 4.52
Ivy Apollo Multi-Asset Income C 0.77 8.45 1.25 1.66 5.37 ---
American Funds Global Balanced R3 1.13 8.45 1.29 1.15 5.61 2.92
Columbia Global Opportunities Inst3 0.95 8.44 1.39 -0.17 --- ---
BlackRock Global Allocation Inv A 1.52 8.44 1.63 0.07 6.00 2.92
Invesco Oppenheimer Global Allocation A 1.26 8.42 1.73 -2.80 5.29 3.22
Principal Diversified Real Asset R5 0.72 8.41 0.54 -1.68 3.95 ---
Principal Diversified Real Asset R4 0.72 8.40 0.54 -1.80 3.80 ---
Principal Diversified Real Asset A 0.72 8.40 0.54 -1.87 3.73 -0.94
MassMutual Select BlackRock Glbl Allc A 1.42 8.40 1.61 -0.09 5.77 2.67
MFS Prudent Investor C 0.97 8.39 2.15 4.50 --- ---
MassMutual Select BlackRock Glbl Allc R4 1.44 8.39 1.63 -0.06 5.86 2.75
American Funds Global Balanced R2E 1.13 8.39 1.26 1.00 5.45 ---
Voya Global Diversified Payment W 1.74 8.38 2.27 0.73 5.51 3.41
Invesco Balanced-Risk Allc C 1.37 8.37 1.97 -1.05 3.94 2.60
PIMCO Global Multi-Asset I2 0.72 8.36 0.96 2.12 7.85 4.42
Voya Global Diversified Payment R6 1.74 8.35 2.13 0.72 --- ---
Voya Global Diversified Payment I 1.74 8.35 2.26 0.72 5.54 3.44
Aberdeen Diversified Income Instl Svc 1.17 8.35 1.02 2.03 5.30 3.07
GMO Strategic Opportunities Allc III 1.34 8.34 0.67 -1.15 7.31 2.63
Columbia Global Opportunities A 0.95 8.34 1.32 -0.44 6.74 3.93
Principal Diversified Real Asset R3 0.63 8.32 0.45 -2.02 3.56 ---
MassMutual Select BlackRock Glbl Allc R3 1.34 8.32 1.54 -0.24 5.64 2.52
Aberdeen Diversified Income I 1.08 8.30 1.01 1.95 5.36 3.11
Invesco Oppenheimer Global Allocation R 1.17 8.29 1.59 -3.08 5.00 2.95
Hartford Global All-Asset C 1.29 8.28 1.07 -2.79 5.77 2.41
Columbia Global Opportunities R 0.89 8.27 1.26 -0.64 6.48 3.63
BlackRock Global Allocation R 1.42 8.27 1.48 -0.30 5.65 2.58
KL Allocation Institutional 2.35 8.25 2.81 -3.60 2.53 4.06
American Funds Global Balanced R2 1.10 8.25 1.18 0.70 5.15 2.46
Janus Henderson Global Allocation Mod C 1.30 8.24 1.55 -0.75 5.61 2.48
American Funds Global Balanced C 1.10 8.24 1.17 0.68 5.13 2.44
JPMorgan Global Allocation R6 1.48 8.23 1.98 1.32 --- ---
American Funds Global Balanced R1 1.10 8.23 1.18 0.69 5.13 2.49
RiskPro® Dynamic 15-25 R 1.25 8.21 1.25 0.46 --- ---
American Funds Global Balanced 529C 1.10 8.21 1.17 0.64 5.08 2.38
JPMorgan Global Allocation R5 1.48 8.20 1.95 --- --- ---
JPMorgan Global Allocation I 1.53 8.19 1.95 1.24 7.91 4.82
Voya Global Diversified Payment R 1.54 8.17 2.22 0.35 5.04 2.93
Voya Global Diversified Payment A 1.57 8.17 2.17 0.41 5.21 3.14
Aberdeen Diversified Income A 1.08 8.17 0.96 1.71 5.03 2.81
PIMCO Global Multi-Asset A 0.64 8.16 0.81 1.76 7.46 3.97
Morningstar Unconstrained Allc 1.39 8.13 1.49 --- --- ---
KL Allocation Advisor 2.39 8.13 2.78 -3.79 2.30 3.82
JPMorgan Global Allocation R4 1.43 8.12 1.85 --- --- ---
Aberdeen Diversified Income R 1.09 8.10 0.92 1.43 4.79 2.47
JPMorgan Global Allocation A 1.49 8.05 1.90 0.94 7.64 4.56
Invesco Oppenheimer Global Allocation C 1.15 8.05 1.45 -3.56 4.48 2.44
First Eagle Global Income Builder R6 0.93 8.01 0.82 0.94 --- ---
First Eagle Global Income Builder I 1.01 8.00 0.82 0.92 6.60 3.05
JPMorgan Global Allocation R3 1.42 7.99 1.81 --- --- ---
BlackRock Global Allocation Inv C 1.39 7.99 1.39 -0.69 5.19 2.15
First Eagle Global Income Builder A 0.99 7.96 0.76 0.66 6.31 2.78
Principal Diversified Real Asset C 0.64 7.94 0.27 -2.62 2.94 -1.67
Columbia Global Opportunities C 0.84 7.94 1.15 -1.20 5.93 3.15
Voya Global Diversified Payment C 1.59 7.89 1.94 -0.32 4.44 2.37
JPMorgan Global Allocation R2 1.44 7.88 1.78 0.59 7.31 4.27
Thornburg Investment Income Builder R6 0.39 7.85 1.13 3.26 --- ---
PIMCO Global Multi-Asset C 0.58 7.85 0.66 1.02 6.67 3.21
JPMorgan Global Allocation C 1.40 7.84 1.74 0.45 7.10 4.04
GMO Global Asset Allocation III 1.56 7.84 1.24 0.59 6.59 2.43
Aberdeen Diversified Income C 1.02 7.84 0.77 0.98 4.32 2.10
Thornburg Investment Income Builder I 0.38 7.79 1.16 3.19 8.83 3.90
Thornburg Investment Income Builder R5 0.38 7.74 1.09 3.05 8.70 3.77
First Eagle Global Income Builder R3 0.92 7.74 0.65 0.54 --- ---
GMO Global Asset Allocation Series R6 1.52 7.71 1.19 0.53 6.45 2.31
GMO Global Asset Allocation Series PS 1.52 7.71 1.19 0.54 --- ---
Thornburg Investment Income Builder A 0.36 7.66 1.05 2.92 8.53 3.58
First Eagle Global Income Builder C 0.93 7.61 0.57 -0.01 5.53 2.03
Thornburg Investment Income Builder R4 0.34 7.53 0.98 2.64 8.26 3.34
Thornburg Investment Income Builder R3 0.33 7.49 0.96 2.56 8.16 3.25
Janus Henderson Adaptive Global Allc C 1.82 7.45 1.31 -0.19 6.71 ---
Janus Henderson Adaptive Global Allc S 1.60 7.42 1.10 0.09 7.26 ---
Thornburg Investment Income Builder C 0.30 7.32 0.86 2.12 7.73 2.83
Janus Henderson Adaptive Global Allc D 1.30 7.32 0.90 0.07 7.40 ---
Janus Henderson Adaptive Global Allc N 1.30 7.31 0.90 0.13 7.55 ---
Janus Henderson Adaptive Global Allc I 1.30 7.31 0.90 0.10 7.52 ---
Janus Henderson Adaptive Global Allc A 1.41 7.22 0.90 -0.11 7.30 ---
Morgan Stanley Inst Glbl MltiAsst Inc IS 1.20 7.21 1.85 3.43 4.03 ---
Morgan Stanley Inst Glbl MltiAsst Inc I 1.20 7.21 1.84 3.38 3.95 ---
Janus Henderson Adaptive Global Allc T 1.30 7.21 0.90 -0.01 7.38 ---
Catalyst/MAP Global Balanced I 2.03 7.18 2.03 3.05 6.28 3.68
Vanguard Global Wellesley Income Admiral 1.11 7.16 1.87 3.61 --- ---
Vanguard Global Wellesley Income Inv 1.13 7.10 1.86 3.48 --- ---
Pioneer Solutions Balanced Y 0.63 7.03 0.45 -3.33 3.90 1.87
Pioneer Solutions Balanced A 0.63 7.03 0.36 -3.45 3.70 1.65
Morgan Stanley Inst Glbl MltiAsst Inc A 1.10 7.01 1.75 3.00 3.62 ---
Janus Henderson Global Allc Cnsrv I 1.56 6.99 2.06 1.18 4.87 2.73
Franklin Mutual Quest R6 -1.35 6.96 -1.35 -3.95 6.17 2.60
PineBridge Dynamic Asset Allc Instl 0.38 6.95 -0.56 -3.53 5.70 ---
Franklin Mutual Quest Z -1.42 6.95 -1.35 -4.01 6.08 2.52
Catalyst/MAP Global Balanced A 2.03 6.95 1.98 2.78 5.96 3.37
Janus Henderson Global Allc Cnsrv A 1.56 6.93 2.07 0.94 4.63 2.47
Janus Henderson Global Allc Cnsrv T 1.48 6.91 2.06 0.98 4.73 2.60
Janus Henderson Global Allc Cnsrv D 1.47 6.90 2.06 1.09 4.82 2.65
Sextant Global High Income 1.18 6.89 -0.09 5.19 10.51 3.83
PineBridge Dynamic Asset Allc Invt Svcng 0.38 6.84 -0.65 -3.61 5.62 ---
Franklin Mutual Quest A -1.45 6.82 -1.45 -4.28 5.82 2.26
Janus Henderson Global Allc Cnsrv S 1.49 6.79 1.91 0.78 4.46 2.31
Pioneer Solutions Balanced R 0.64 6.78 0.27 -3.70 3.47 ---
PIMCO Dividend and Income C 0.59 6.78 -0.13 -2.78 6.05 0.97
Franklin Mutual Quest R -1.47 6.70 -1.47 -4.51 5.56 2.01
Morgan Stanley Inst Glbl MltiAsst Inc C 1.00 6.68 1.62 2.20 2.79 ---
Catalyst/MAP Global Balanced C 1.96 6.68 1.75 1.99 5.16 2.59
Pioneer Solutions Balanced C 0.59 6.60 0.20 -4.08 2.98 0.94
Chiron Capital Allocation I 1.68 6.59 1.75 -7.80 6.18 ---
Janus Henderson Global Allc Cnsrv C 1.43 6.53 1.77 0.13 3.95 1.88
Franklin Mutual Quest C -1.54 6.41 -1.61 -5.01 5.02 1.50
Hartford Global Real Asset Y 0.57 6.29 -1.68 -6.54 4.64 -2.59
Hartford Global Real Asset I 0.57 6.29 -1.79 -6.63 4.54 -2.68
IVA Worldwide I 0.12 6.21 -0.99 -1.59 5.86 2.80
Hartford Global Real Asset R5 0.46 6.20 -1.80 -6.66 4.59 -2.66
GMO Benchmark-Free III 0.98 6.18 0.26 -0.95 6.48 1.92
Hartford Global Real Asset F 0.57 6.17 -1.79 -6.65 --- ---
Hartford Global Real Asset A 0.57 6.15 -1.79 -6.91 4.29 -2.95
Hartford Global Real Asset R4 0.57 6.14 -1.78 -6.80 4.36 -2.91
IVA Worldwide A 0.06 6.11 -1.06 -1.85 5.60 2.54
Natixis ASG Dynamic Allocation Y 2.69 6.06 3.10 -2.83 6.21 ---
Janus Henderson All Asset S 1.32 6.05 1.01 -0.71 --- ---
Janus Henderson All Asset I 1.21 6.04 0.91 -0.65 4.83 2.38
PIMCO Dividend and Income A -0.36 6.00 -1.07 -3.08 6.46 1.52
Hartford Global Real Asset R3 0.57 5.99 -1.88 -7.20 3.98 -3.19
Natixis ASG Dynamic Allocation A 2.70 5.97 3.00 -3.06 5.93 ---
Janus Henderson All Asset T 1.22 5.94 0.91 -0.73 --- ---
Janus Henderson All Asset D 1.22 5.94 0.91 -0.76 --- ---
PIMCO Dividend and Income Institutional -0.72 5.91 -1.25 -3.07 6.74 1.82
Janus Henderson All Asset A 1.21 5.91 0.90 -0.88 4.57 2.10
PIMCO Dividend and Income I2 -0.63 5.90 -1.25 -3.11 6.72 1.75
IVA Worldwide C 0.06 5.80 -1.20 -2.57 4.80 1.79
Russell Inv Multi-Asset Growth Strat Y -0.58 5.77 -0.45 -0.24 --- ---
Hartford Global Real Asset C 0.47 5.76 -2.04 -7.66 3.47 -3.68
Janus Henderson All Asset N 1.12 5.74 0.71 -0.85 4.79 ---
Russell Inv Multi-Asset Growth Strat S -0.58 5.73 -0.40 -0.42 --- ---
Natixis ASG Dynamic Allocation C 2.62 5.69 2.92 -3.77 5.18 ---
Russell Inv Multi-Asset Growth Strat M -0.68 5.66 -0.46 -0.40 --- ---
Russell Inv Multi-Asset Growth Strat A -0.68 5.56 -0.55 -0.72 --- ---
Janus Henderson All Asset C 1.12 5.55 0.71 -1.57 3.78 1.36
GMO Benchmark-Free Allocation IV 0.73 5.27 0.15 -0.35 5.44 1.62
GMO Benchmark-Free Allocation III 0.73 5.27 0.15 -0.40 5.40 1.57
GMO Implementation 0.92 5.26 0.08 -0.33 5.84 1.67
Russell Inv Multi-Asset Growth Strat C -0.68 5.23 -0.68 -1.48 --- ---
Wells Fargo Absolute Return R6 0.73 5.18 0.09 -0.59 5.14 ---
Wells Fargo Absolute Return Inst 0.73 5.18 0.18 -0.60 5.04 1.26
GMO Benchmark-Free Allocation Ser PS 0.69 5.17 0.10 -0.57 --- ---
RiskPro® PFG 0-15 R 1.77 5.16 2.95 2.17 --- ---
GMO Benchmark-Free Allocation Ser R6 0.69 5.16 0.10 -0.47 5.27 1.47
Wells Fargo Absolute Return Admin 0.64 4.97 0.00 -0.97 4.74 0.98
Wells Fargo Absolute Return A 0.74 4.88 0.00 -1.03 4.65 0.88
Leuthold Global Inst 0.25 4.81 -0.37 -6.82 3.48 0.73
Wells Fargo Absolute Return R 0.74 4.79 0.00 -1.15 4.42 ---
Leuthold Global Retail 0.25 4.69 -0.37 -7.05 3.24 0.50
Wells Fargo Absolute Return C 0.65 4.57 -0.19 -1.78 3.86 0.11
VALIC Company I Global Strategy -0.29 4.51 -2.42 -4.24 6.13 1.11
Destra Wolverine Dynamic Asset I 1.00 3.92 0.40 -4.74 4.72 ---
Destra Wolverine Dynamic Asset A 1.01 3.82 0.30 -5.02 4.44 ---
CCA Aggressive Return Instl 1.97 3.54 2.06 -0.44 6.61 1.70
Destra Wolverine Dynamic Asset C 0.92 3.47 0.10 -5.72 3.65 ---
Meeder Global Allocation Institutional 1.15 3.32 0.09 -5.59 --- ---
Meeder Global Allocation Adviser 1.05 3.08 -0.05 -5.90 --- ---
Meeder Global Allocation Retail 1.06 3.03 -0.10 -6.07 7.94 2.04
Templeton Global Balanced Adv -1.05 2.73 -3.19 -6.61 5.08 0.53
Templeton Global Balanced A1 -1.05 2.68 -3.26 -6.59 4.95 0.28
Cargile 1.67 2.52 2.20 --- --- ---
Templeton Global Balanced R6 -1.40 2.39 -3.51 -6.53 5.23 0.63
Templeton Global Balanced A -1.40 2.31 -3.60 -6.92 4.82 0.27
Templeton Global Balanced C1 -1.40 2.20 -3.71 -7.41 4.36 -0.13
Templeton Global Balanced C -1.41 2.14 -3.80 -7.76 4.04 -0.50
Appleseed Institutional -3.18 -2.38 -8.62 -4.74 3.82 1.25
Appleseed Investor -3.28 -2.48 -8.73 -4.97 3.64 1.04
Destinations Real Assets I -14.69 -11.74 -20.28 -47.77 --- ---
Destinations Real Assets Z -14.71 -11.79 -20.37 --- --- ---
Neuberger Berman Global Allocation R6 1.17 --- 2.00 --- --- ---
Invesco Oppenheimer Global MA Gr R5 --- --- --- --- --- ---
Invesco Oppenheimer Global Allocation R5 --- --- --- --- --- ---
American Beacon AHL TargetRisk C 3.94 --- --- --- --- ---
American Beacon AHL TargetRisk A 4.03 --- --- --- --- ---
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