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Data through 10/22/2018. 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 -4.32 -3.99 -3.62 -1.91 4.46 2.89
Highland Global Allocation Y -3.83 4.30 -1.72 6.48 6.63 4.74
Highland Global Allocation A -3.89 4.12 -1.79 6.15 6.39 4.50
Highland Global Allocation C -3.89 3.47 -1.98 5.42 5.62 3.72
Sextant Global High Income -0.80 1.64 -0.18 2.73 9.40 4.78
Franklin Mutual Quest R6 -4.62 1.21 -2.83 2.26 7.46 5.08
Franklin Mutual Quest Z -4.62 1.15 -2.83 2.18 7.39 5.01
Franklin Mutual Quest A -4.63 0.97 -2.87 1.94 7.11 4.73
Ivy Asset Strategy N -4.96 0.78 -2.65 4.36 3.29 ---
Franklin Mutual Quest R -4.64 0.73 -2.98 1.67 6.86 4.48
Ivy Asset Strategy I -4.98 0.62 -2.69 4.17 3.13 0.76
Ivy Asset Strategy E -5.02 0.50 -2.73 3.97 2.95 0.54
Ivy Asset Strategy Y -5.02 0.41 -2.77 3.91 2.88 0.51
Ivy Asset Strategy A -5.04 0.39 -2.74 3.87 2.84 0.49
Franklin Mutual Quest C -4.74 0.34 -3.12 1.17 6.30 3.96
Eaton Vance Multi-Asset Credit I -0.04 0.24 0.43 2.19 5.79 4.38
Ivy Asset Strategy R -5.05 0.16 -2.83 3.57 2.53 0.16
GMO Risk Premium VI -3.19 0.02 -0.47 1.28 7.86 6.51
GMO Risk Premium III -3.21 -0.09 -0.47 1.17 7.76 6.41
Ivy Asset Strategy C -5.07 -0.16 -2.90 3.16 2.12 -0.22
Ivy Asset Strategy B -5.06 -0.17 -2.93 3.10 2.08 -0.25
Catalyst/MAP Global Balanced I -1.76 -0.24 -0.53 2.16 4.80 ---
Loomis Sayles Global Allocation N -5.72 -0.50 -5.44 2.38 --- ---
Catalyst/MAP Global Balanced A -1.74 -0.51 -0.51 1.82 4.48 3.76
Loomis Sayles Global Allocation Y -5.68 -0.54 -5.40 2.38 8.27 6.56
Eaton Vance Multi-Asset Credit A -0.37 -0.60 -0.19 1.37 5.35 3.99
Thornburg Investment Income Builder R6 -3.98 -0.62 -0.83 2.27 --- ---
Eaton Vance Multi-Asset Credit C -0.22 -0.68 0.06 1.10 4.72 3.34
Thornburg Investment Income Builder I -3.98 -0.71 -0.84 2.17 6.27 4.68
Thornburg Investment Income Builder R5 -3.99 -0.76 -0.87 2.09 6.14 4.55
Loomis Sayles Global Allocation A -5.72 -0.77 -5.51 2.08 7.99 6.28
Thornburg Investment Income Builder A -3.98 -0.91 -0.87 1.91 5.95 4.36
Catalyst/MAP Global Balanced C -1.85 -1.07 -0.78 1.08 3.70 2.98
Thornburg Investment Income Builder R4 -4.04 -1.15 -0.98 1.63 5.70 4.13
Thornburg Investment Income Builder R3 -4.01 -1.20 -0.96 1.56 5.61 4.03
Old Westbury Strategic Opportunities -4.10 -1.28 -2.15 0.47 4.73 4.10
DWS RREEF Real Assets R6 -3.64 -1.28 -2.52 1.47 4.31 ---
DWS RREEF Real Assets Inst -3.64 -1.28 -2.42 1.58 4.31 2.20
Loomis Sayles Global Allocation C -5.75 -1.32 -5.67 1.32 7.20 5.49
Redwood Systematic Macro Trnd (SMarT) I -4.97 -1.38 -4.18 --- --- ---
Preserver Alternative Opportunits Instl -4.87 -1.39 -3.65 -0.67 --- ---
DWS RREEF Real Assets S -3.64 -1.42 -2.53 1.35 4.14 2.02
DWS RREEF Real Assets T -3.72 -1.44 -2.51 1.30 --- ---
BlackRock Dynamic High Income Instl -3.76 -1.49 -1.92 0.77 6.51 ---
Thornburg Investment Income Builder C -4.04 -1.51 -1.10 1.17 5.19 3.60
Destra Wolverine Dynamic Asset I -5.40 -1.52 -3.41 0.44 4.31 ---
DWS RREEF Real Assets A -3.72 -1.54 -2.51 1.20 3.96 1.87
BlackRock Dynamic High Income K -3.85 -1.55 -2.01 0.71 --- ---
Preserver Alternative Opportunits Retl -4.88 -1.57 -3.67 -0.82 --- ---
Redwood Systematic Macro Trnd (SMarT) N -5.00 -1.60 -4.24 --- --- ---
Ivy Global Income Allocation N -3.34 -1.69 -1.78 0.38 5.51 ---
DWS RREEF Real Assets R -3.70 -1.69 -2.60 0.94 3.71 1.63
Canterbury Portfolio Thermostat I -4.89 -1.70 -2.63 0.15 --- ---
BlackRock Dynamic High Income Inv A -3.88 -1.77 -2.09 0.43 6.21 ---
Destra Wolverine Dynamic Asset A -5.41 -1.78 -3.51 0.11 4.02 ---
PIMCO Global Multi-Asset Instl -3.69 -1.88 -2.44 0.29 5.00 4.53
Ivy Global Income Allocation I -3.41 -1.88 -1.89 0.15 5.32 3.55
Appleseed Institutional -2.10 -1.88 0.00 3.05 5.99 2.58
Principal Diversified Real Asset R6 -3.14 -1.98 -2.40 -0.08 2.92 ---
Principal Diversified Real Asset Instl -3.06 -1.98 -2.40 -0.05 2.85 0.51
Lazard Global Dynamic Multi-Asset Inst -5.63 -2.02 -3.44 1.58 --- ---
PIMCO Global Multi-Asset I2 -3.78 -2.03 -2.47 0.11 4.87 4.40
Ivy Global Income Allocation Y -3.42 -2.05 -1.95 -0.07 5.10 3.32
DWS RREEF Real Assets C -3.75 -2.05 -2.74 0.49 3.19 1.10
Principal Diversified Real Asset R5 -3.06 -2.06 -2.40 -0.24 --- ---
Ivy Global Income Allocation A -3.38 -2.06 -1.92 -0.08 4.99 3.21
Ivy Global Income Allocation E -3.44 -2.09 -1.92 -0.14 4.94 3.15
Appleseed Investor -2.18 -2.11 -0.07 2.78 5.79 2.35
Eaton Vance Global Income Builder I -5.34 -2.16 -2.94 0.21 5.44 5.66
Lazard Global Dynamic Multi-Asset Open -5.64 -2.19 -3.53 1.35 --- ---
Hartford Global Real Asset R5 -2.74 -2.22 -2.64 2.18 5.46 -1.10
Principal Diversified Real Asset R4 -3.15 -2.23 -2.49 -0.45 --- ---
Hartford Global Real Asset Y -2.74 -2.23 -2.64 2.19 5.49 -1.05
Hartford Global Real Asset I -2.74 -2.23 -2.64 2.18 5.42 -1.11
Hartford Global Real Asset F -2.74 -2.23 -2.54 2.22 --- ---
Principal Diversified Real Asset A -3.15 -2.24 -2.49 -0.50 2.48 0.11
PIMCO Global Multi-Asset A -3.81 -2.27 -2.57 -0.21 4.46 3.94
Ivy Global Income Allocation R -3.44 -2.27 -2.00 -0.38 4.72 2.94
Eaton Vance Global Income Builder A -5.24 -2.27 -3.00 0.06 5.18 5.41
Hartford Global Real Asset R4 -2.63 -2.33 -2.63 2.03 5.19 -1.34
DWS Global Income Builder R6 -3.92 -2.33 -2.10 0.25 6.52 ---
Destra Wolverine Dynamic Asset C -5.48 -2.34 -3.64 -0.62 3.23 ---
BlackRock Dynamic High Income Inv C -3.94 -2.37 -2.17 -0.32 5.42 ---
Principal Diversified Real Asset R3 -3.16 -2.41 -2.58 -0.72 --- ---
DWS Global Income Builder Inst -4.02 -2.41 -2.23 0.14 6.46 4.38
Hartford Global Real Asset A -2.74 -2.43 -2.64 1.88 5.15 -1.37
PIMCO Global Multi-Asset R -3.77 -2.45 -2.59 -0.45 4.21 3.70
VALIC Company I Global Strategy -3.50 -2.46 -2.55 -1.42 4.28 2.85
Eaton Vance Global Income Builder R -5.28 -2.49 -3.07 -0.20 4.91 5.13
DWS Global Income Builder S -4.02 -2.52 -2.23 0.02 6.42 4.34
Cohen & Steers Real Assets Z -2.00 -2.52 -0.56 0.56 2.85 -0.22
Cohen & Steers Real Assets I -1.99 -2.52 -0.45 0.56 2.84 -0.18
Ivy Global Income Allocation C -3.42 -2.55 -2.01 -0.72 4.36 2.56
Russell Inv Multi-Asset Growth Strat Y -2.53 -2.56 -3.00 -1.71 --- ---
First Eagle Global Income Builder R6 -3.32 -2.57 -2.53 -1.35 --- ---
Russell Inv Multi-Asset Growth Strat M -2.55 -2.61 -3.02 -1.78 --- ---
First Eagle Global Income Builder I -3.32 -2.61 -2.54 -1.39 5.65 4.11
DWS Global Income Builder A -4.02 -2.67 -2.28 -0.19 6.20 4.13
Hartford Global Real Asset R3 -2.83 -2.73 -2.83 1.58 4.84 -1.65
Russell Inv Multi-Asset Growth Strat S -2.58 -2.78 -3.04 -1.98 --- ---
MainStay Income Builder I -3.17 -2.78 -1.41 -1.28 4.99 4.97
IVA Worldwide I -4.42 -2.80 -2.90 -1.14 4.85 3.77
PIMCO Global Multi-Asset C -3.75 -2.81 -2.67 -0.91 3.70 3.19
Ivy Global Income Allocation B -3.51 -2.81 -2.16 -1.03 4.08 2.29
First Eagle Global Income Builder A -3.33 -2.81 -2.60 -1.64 5.37 3.84
JOHCM Global Income Builder Instl -2.92 -2.82 -1.90 --- --- ---
T. Rowe Price Global Allocation I -4.34 -2.83 -4.27 -1.03 --- ---
Columbia Global Opportunities Inst3 -3.87 -2.83 -3.66 0.22 --- ---
T. Rowe Price Global Allocation -4.27 -2.84 -4.20 -1.03 6.18 5.00
Russell Inv Multi-Asset Growth Strat A -2.62 -2.84 -3.09 -2.08 --- ---
Cohen & Steers Real Assets A -2.00 -2.84 -0.68 0.20 2.51 -0.52
Cohen & Steers Real Assets R -1.98 -2.86 -0.67 0.04 2.38 -0.68
Principal Diversified Real Asset C -3.22 -2.88 -2.71 -1.23 1.70 -0.62
Columbia Global Opportunities Inst2 -3.85 -2.88 -3.65 0.15 6.48 4.43
Templeton Global Balanced Adv -3.23 -2.89 -2.59 -2.04 3.97 2.64
Morgan Stanley Inst Global Strat IS -3.85 -2.89 -3.29 -0.58 5.09 ---
Lazard Real Assets & Pricing Opps Instl -2.92 -2.89 -2.16 -0.65 --- ---
JOHCM Global Income Builder I -2.93 -2.89 -1.93 --- --- ---
Eaton Vance Global Income Builder C -5.26 -2.89 -3.10 -0.68 4.37 4.60
Columbia Global Opportunities Adv -3.87 -2.89 -3.66 0.15 6.39 4.30
Columbia Global Opportunities Inst -3.88 -2.90 -3.67 0.15 6.41 4.33
Aristotle/Saul Global Opportunities I -6.79 -2.93 -5.77 0.46 7.63 3.44
Morgan Stanley Inst Global Strat Instl -3.85 -2.95 -3.29 -0.61 5.05 3.12
Nuveen Real Asset Income R6 -2.59 -2.96 -2.45 -2.18 --- ---
IVA Worldwide A -4.39 -2.97 -2.92 -1.33 4.59 3.52
JPMorgan Global Allocation R6 -4.33 -2.99 -3.30 --- --- ---
Nuveen Real Asset Income I -2.60 -3.00 -2.46 -2.26 5.25 5.95
MainStay Income Builder A -3.21 -3.04 -1.49 -1.59 4.71 4.71
Voya Global Multi-Asset W -5.01 -3.05 -3.69 0.15 6.15 4.40
Voya Global Multi-Asset I -5.08 -3.05 -3.68 0.09 6.11 4.35
JPMorgan Global Allocation I -4.30 -3.05 -3.33 -0.75 5.62 5.05
MainStay Income Builder R2 -3.19 -3.06 -1.51 -1.64 4.62 ---
MainStay Income Builder Inv -3.18 -3.07 -1.46 -1.66 4.59 4.55
Janus Henderson Global Allocation Gr I -5.95 -3.07 -5.05 -0.46 5.98 4.54
Templeton Global Balanced A1 -3.24 -3.08 -2.66 -2.32 3.71 2.38
Templeton Global Balanced A -3.24 -3.08 -2.34 -2.31 3.83 2.46
Calamos Global Growth & Income I -5.82 -3.11 -5.19 -0.19 5.51 4.09
Hartford Global Real Asset C -2.81 -3.12 -2.91 1.08 4.32 -2.14
Templeton Global Balanced R6 -3.55 -3.13 -2.57 -1.92 4.10 2.76
Meeder Global Allocation Institutional -6.31 -3.13 -4.54 -0.18 --- ---
Columbia Global Opportunities A -3.90 -3.13 -3.77 -0.15 6.12 4.07
Janus Henderson Global Allocation Gr D -6.02 -3.14 -5.12 -0.57 5.86 4.45
AB All Market Real Return Z -3.58 -3.14 -2.82 1.55 4.53 ---
Morgan Stanley Inst Global Strat A -3.83 -3.15 -3.37 -0.90 4.74 2.79
Janus Henderson Global Allc Cnsrv I -3.61 -3.15 -3.38 -1.37 3.41 2.98
Columbia Global Opportunities T -3.92 -3.15 -3.78 -0.15 6.09 ---
T. Rowe Price Global Allocation Advisor -4.38 -3.16 -4.38 -1.43 5.93 4.82
Lazard Real Assets & Pricing Opps Open -2.93 -3.16 -2.32 -0.99 --- ---
Voya Global Multi-Asset A -5.00 -3.17 -3.74 -0.07 5.87 4.14
Voya Global Multi-Asset O -5.03 -3.19 -3.68 -0.06 5.89 4.14
Janus Henderson Global Allocation Mod I -4.78 -3.19 -4.21 -0.98 4.72 3.70
Centerstone Investors I -6.10 -3.19 -3.69 -0.61 --- ---
Nuveen Real Asset Income A -2.62 -3.20 -2.53 -2.51 4.99 5.69
Janus Henderson Global Allocation Gr T -6.03 -3.21 -5.13 -0.63 5.81 4.40
AB All Market Real Return 2 -3.74 -3.21 -2.89 1.54 4.52 -2.64
PIMCO Dividend and Income Institutional -4.87 -3.22 -2.07 -0.48 5.24 3.56
Janus Henderson Global Allc Cnsrv D -3.61 -3.23 -3.38 -1.43 3.38 2.93
JPMorgan Global Allocation A -4.33 -3.24 -3.35 -0.99 5.37 4.79
Ivy Wilshire Global Allocation I -4.89 -3.24 -3.91 -0.97 2.21 0.15
Columbia Global Opportunities R -3.88 -3.24 -3.74 -0.30 5.86 3.77
MainStay Income Builder R3 -3.23 -3.25 -1.57 -1.89 --- ---
Brookfield Real Assets Securities Y -3.11 -3.25 -2.78 -2.06 2.89 ---
AB All Market Real Return I -3.69 -3.25 -2.93 1.42 4.47 -2.66
PIMCO Dividend and Income I2 -4.86 -3.26 -2.08 -0.55 5.21 3.47
Janus Henderson Global Allocation Mod D -4.78 -3.26 -4.28 -1.04 4.66 3.64
DWS Global Income Builder C -4.02 -3.26 -2.47 -0.89 5.36 3.32
Centerstone Investors A -6.13 -3.29 -3.70 -0.84 --- ---
Meeder Global Allocation Adviser -6.32 -3.30 -4.63 -0.47 --- ---
Janus Henderson Global Allocation Gr A -6.07 -3.30 -5.16 -0.76 5.68 4.28
Janus Henderson Global Allc Cnsrv T -3.61 -3.31 -3.46 -1.51 3.30 2.87
GuidePath® Multi-Asset Income Allc Svc -3.21 -3.34 -2.38 -2.16 3.67 2.69
American Funds Global Balanced R6 -3.95 -3.34 -4.04 -1.20 4.58 3.97
AB All Market Real Return Advisor -3.66 -3.34 -2.91 1.36 4.37 -2.76
Janus Henderson Global Allocation Mod T -4.79 -3.35 -4.29 -1.12 4.58 3.58
Cohen & Steers Real Assets C -2.12 -3.35 -0.79 -0.49 1.82 -1.19
American Funds Global Balanced F3 -3.96 -3.35 -4.04 -1.20 --- ---
Brookfield Real Assets Securities I -3.22 -3.36 -2.90 -2.17 2.86 ---
Templeton Global Balanced C1 -3.24 -3.38 -2.44 -2.45 3.42 2.04
Calamos Global Growth & Income A -5.88 -3.38 -5.30 -0.39 5.21 3.81
Janus Henderson Global Allocation Gr S -6.04 -3.39 -5.12 -0.85 5.52 4.10
Janus Henderson Global Allc Cnsrv A -3.70 -3.39 -3.47 -1.67 3.15 2.72
First Eagle Global R6 -4.44 -3.39 -2.90 -1.22 --- ---
AB All Market Real Return 1 -3.72 -3.39 -3.06 1.20 4.27 -2.89
First Eagle Global Income Builder C -3.40 -3.40 -2.79 -2.38 4.59 3.07
Victory Strategic Allocation I -4.85 -3.41 -4.01 -0.92 4.30 5.09
American Funds Global Balanced R5 -3.98 -3.41 -4.08 -1.28 4.52 3.91
Meeder Global Allocation Retail -6.32 -3.43 -4.64 -0.72 5.93 4.38
Janus Henderson Global Allocation Mod A -4.81 -3.43 -4.31 -1.25 4.44 3.46
First Eagle Global I -4.44 -3.44 -2.92 -1.28 6.39 4.94
American Funds Global Balanced F2 -3.96 -3.44 -4.06 -1.29 4.47 3.86
Brookfield Real Assets Securities A -3.18 -3.45 -2.99 -2.23 2.82 ---
Janus Henderson Global Allocation Mod S -4.78 -3.46 -4.34 -1.36 4.30 3.28
American Funds Global Balanced R5E -3.99 -3.46 -4.08 -1.30 --- ---
RiskPro® Dynamic 15-25 R -3.66 -3.47 -2.47 --- --- ---
PIMCO Dividend and Income A -4.88 -3.47 -2.13 -0.84 4.90 3.19
JPMorgan Global Allocation R2 -4.34 -3.48 -3.46 -1.32 5.06 4.51
Janus Henderson Adaptive Global Allc N -4.74 -3.48 -3.39 -0.96 5.62 ---
Janus Henderson Adaptive Global Allc I -4.74 -3.48 -3.39 -1.01 5.60 ---
American Funds Global Balanced 529F1 -3.99 -3.48 -4.11 -1.37 4.41 3.78
AB All Market Real Return K -3.70 -3.48 -3.05 1.14 4.10 -3.01
Russell Inv Multi-Asset Growth Strat C -2.72 -3.49 -3.37 -2.91 --- ---
Janus Henderson Global Allc Cnsrv S -3.72 -3.49 -3.49 -1.75 2.99 2.57
Federated Global Allocation R6 -5.65 -3.49 -4.15 -1.23 --- ---
Ivy Wilshire Global Allocation A -4.95 -3.51 -3.96 -1.34 1.87 -0.15
Morgan Stanley Inst Global Strat L -3.93 -3.52 -3.52 -1.42 4.19 2.27
MassMutual Select BlackRock Glb Allc R5 -4.04 -3.53 -3.62 -1.93 3.97 3.31
Federated Global Allocation Instl -5.67 -3.53 -4.17 -1.29 4.40 3.64
UBS Global Allocation P -4.77 -3.54 -4.39 -1.40 4.21 4.00
AB All Market Real Return A -3.65 -3.55 -3.01 1.09 4.10 -3.01
IVA Worldwide C -4.45 -3.57 -3.15 -2.08 3.82 2.74
MassMutual Select BlackRock Glbl Allc I -4.10 -3.58 -3.67 -1.95 4.07 ---
Janus Henderson Adaptive Global Allc T -4.75 -3.58 -3.40 -1.09 5.44 ---
Janus Henderson Adaptive Global Allc D -4.75 -3.58 -3.40 -1.08 5.43 ---
JPMorgan Global Allocation C -4.35 -3.62 -3.51 -1.48 4.82 4.27
American Funds Global Balanced R4 -3.99 -3.62 -4.16 -1.56 4.22 3.61
American Funds Global Balanced A -3.99 -3.62 -4.15 -1.55 4.23 3.63
BlackRock Global Allocation K -4.14 -3.63 -3.65 -2.03 --- ---
Victory Strategic Allocation A -4.89 -3.64 -4.09 -1.14 4.03 4.83
American Funds Global Balanced F1 -3.99 -3.65 -4.14 -1.57 4.20 3.58
American Funds Global Balanced 529A -4.02 -3.65 -4.16 -1.60 4.18 3.57
Templeton Global Balanced C -3.26 -3.66 -2.87 -2.83 2.97 1.66
MainStay Income Builder C -3.25 -3.66 -1.70 -2.40 3.81 3.78
First Eagle Global A -4.47 -3.66 -2.98 -1.55 6.11 4.66
MassMutual Select BlackRock Glb Allc Svc -4.10 -3.67 -3.67 -2.06 3.85 3.22
Janus Henderson Adaptive Global Allc A -4.75 -3.68 -3.40 -1.21 5.35 ---
Voya Global Target Payment I -4.29 -3.69 -3.47 -1.85 3.82 3.62
Voya Global Target Payment W -4.30 -3.70 -3.48 -1.85 3.78 3.57
UBS Global Allocation A -4.79 -3.70 -4.48 -1.61 3.94 3.73
Touchstone Dynamic Global Allocation Y -5.17 -3.70 -5.10 -1.73 3.77 3.45
MainStay Income Builder B -3.28 -3.70 -1.69 -2.44 3.80 3.77
Columbia Global Opportunities C -3.99 -3.70 -3.92 -0.93 5.33 3.29
AB All Market Real Return R -3.71 -3.71 -3.05 0.87 3.81 -3.26
BlackRock Global Allocation Instl -4.14 -3.72 -3.70 -2.11 4.00 3.38
Neuberger Berman Global Allocation Instl -4.71 -3.74 -3.90 -1.33 5.06 3.03
Federated Global Allocation A -5.68 -3.76 -4.22 -1.54 4.10 3.33
Morgan Stanley Inst Global Strat C -3.95 -3.77 -3.60 -1.73 3.90 ---
Janus Henderson Adaptive Global Allc S -4.76 -3.77 -3.50 -1.34 5.19 ---
Brookfield Real Assets Securities C -3.28 -3.77 -3.00 -2.69 2.23 ---
Voya Global Perspectives Port I -4.90 -3.78 -4.22 -1.39 5.02 3.60
Nuveen Real Asset Income C -2.68 -3.79 -2.71 -3.24 4.19 4.90
Victory Strategic Allocation R -4.86 -3.80 -4.10 -1.40 3.77 4.54
Voya Global Multi-Asset C -5.14 -3.81 -3.97 -0.87 5.07 3.34
Morgan Stanley Inst Glbl MltiAsst Inc IS -2.60 -3.82 -3.08 -2.32 2.72 ---
MassMutual Select BlackRock Glb Allc Adm -4.07 -3.82 -3.74 -2.18 3.73 3.10
Centerstone Investors C -6.19 -3.83 -3.83 -1.56 --- ---
Morgan Stanley Inst Glbl MltiAsst Inc I -2.62 -3.85 -3.09 -2.37 2.64 ---
Janus Henderson Global Allocation Gr C -6.06 -3.85 -5.34 -1.40 5.00 3.62
American Funds Global Balanced R3 -4.02 -3.85 -4.20 -1.83 3.91 3.31
American Funds Global Balanced 529E -4.02 -3.85 -4.22 -1.82 3.93 3.32
Janus Henderson Global Allc Cnsrv C -3.71 -3.86 -3.63 -2.28 2.54 2.16
AIG Income Explorer W -3.48 -3.87 -3.12 -2.61 6.56 4.55
MassMutual Select BlackRock Glbl Allc R4 -4.07 -3.90 -3.72 -2.33 3.57 ---
Calamos Global Growth & Income C -5.92 -3.91 -5.48 -1.16 4.42 3.06
Touchstone Dynamic Global Allocation A -5.20 -3.92 -5.13 -1.92 3.52 3.21
BlackRock Global Allocation Inv A -4.17 -3.92 -3.78 -2.35 3.72 3.10
Voya Global Perspectives Port S -4.84 -3.94 -4.24 -1.62 4.76 3.33
Janus Henderson Global Allocation Mod C -4.82 -3.94 -4.46 -1.89 3.79 2.81
MassMutual Select BlackRock Glbl Allc A -4.12 -3.95 -3.78 -2.47 3.49 2.85
Voya Global Perspectives Port A -4.85 -3.97 -4.25 -1.65 4.70 3.25
American Funds Global Balanced R2E -4.02 -3.97 -4.25 -1.97 3.80 ---
Wells Fargo Asset Allocation Inst -4.99 -4.00 -3.00 -2.19 4.23 2.42
Voya Global Target Payment A -4.42 -4.01 -3.65 -2.13 3.49 3.29
PIMCO Dividend and Income C -4.90 -4.01 -2.28 -1.58 4.13 2.42
Voya Global Perspectives W -4.68 -4.02 -4.27 -1.93 5.00 3.60
Neuberger Berman Global Allocation A -4.75 -4.02 -4.02 -1.67 4.67 2.66
AIG Income Explorer A -3.50 -4.02 -3.17 -2.80 6.35 4.35
Voya Global Perspectives I -4.77 -4.03 -4.28 -2.01 4.98 3.57
Voya Global Multi-Asset R6 -5.29 -4.04 -4.04 -0.96 --- ---
Ivy Wilshire Global Allocation C -4.99 -4.05 -4.17 -2.15 1.05 -0.95
Federated Global Allocation R -5.72 -4.05 -4.35 -1.97 3.67 2.90
MassMutual Select BlackRock Glbl Allc R3 -4.09 -4.09 -3.83 -2.55 3.33 ---
Invesco Balanced-Risk Allc R6 -2.49 -4.09 -3.12 -0.89 4.57 3.27
AB All Market Real Return C -3.78 -4.10 -3.13 0.38 3.31 -3.71
GMO Benchmark-Free Allocation IV -3.03 -4.11 -3.06 -2.69 3.48 1.87
GMO Benchmark-Free Allocation III -3.03 -4.16 -3.06 -2.74 3.43 1.82
Wells Fargo Asset Allocation Admin -5.01 -4.17 -3.11 -2.39 4.01 2.20
MFS® Global Total Return R6 -4.44 -4.18 -2.76 -2.44 4.75 4.08
Invesco Balanced-Risk Allc R5 -2.50 -4.18 -3.13 -0.98 4.46 3.18
BlackRock Global Allocation R -4.22 -4.18 -3.86 -2.69 3.38 2.76
Invesco Balanced-Risk Allc Y -2.59 -4.19 -3.22 -1.07 4.43 3.14
GMO Benchmark-Free Allocation Ser R6 -3.06 -4.19 -3.06 -2.79 3.31 1.71
American Funds Global Balanced R2 -4.06 -4.20 -4.32 -2.30 3.44 2.84
American Funds Global Balanced R1 -4.05 -4.20 -4.31 -2.29 3.46 2.91
Wells Fargo Absolute Return R6 -2.94 -4.21 -3.02 -2.88 3.18 ---
Voya Global Target Payment R -4.33 -4.21 -3.61 -2.29 3.29 3.09
American Funds Global Balanced C -4.06 -4.21 -4.35 -2.28 3.42 2.82
Ivy Wilshire Global Allocation B -5.04 -4.22 -4.22 -2.30 0.85 -1.16
First Eagle Global C -4.53 -4.22 -3.17 -2.28 5.32 3.88
American Funds Global Balanced 529C -4.03 -4.22 -4.33 -2.33 3.38 2.76
MFS® Global Total Return R4 -4.47 -4.24 -2.75 -2.50 4.66 3.99
MFS® Global Total Return I -4.47 -4.24 -2.72 -2.48 4.65 3.98
Victory Strategic Allocation C -4.91 -4.25 -4.26 -1.93 3.29 4.07
Morgan Stanley Inst Glbl MltiAsst Inc A -2.71 -4.26 -3.18 -2.76 2.28 ---
Janus Henderson Adaptive Global Allc C -4.80 -4.26 -3.71 -2.01 4.55 ---
Wells Fargo Asset Allocation A -5.01 -4.28 -3.08 -2.58 3.84 2.01
Voya Global Perspectives A -4.78 -4.29 -4.37 -2.27 4.71 3.31
SEI Aggressive Strategy F (SAAT) -5.46 -4.29 -4.53 -1.40 6.26 4.97
Wells Fargo Absolute Return Inst -3.02 -4.30 -3.11 -2.97 3.05 1.48
Northern Global Tactical Asset Allc -4.08 -4.30 -3.04 -1.89 5.16 3.83
Janus Henderson All Asset I -3.48 -4.31 -3.48 -2.70 2.97 2.45
Federated Global Allocation B -5.72 -4.31 -4.37 -2.29 3.29 2.51
Janus Henderson All Asset N -3.49 -4.32 -3.49 -2.68 --- ---
Federated Global Allocation C -5.73 -4.32 -4.42 -2.28 3.32 2.56
American Funds Capital Income Bldr R6 -3.63 -4.35 -2.59 -2.66 4.43 4.38
American Funds Capital Income Bldr F3 -3.61 -4.35 -2.57 -2.65 --- ---
American Funds Capital Income Bldr R5 -3.61 -4.38 -2.58 -2.70 4.38 4.33
Janus Henderson All Asset D -3.48 -4.41 -3.57 -2.80 --- ---
American Funds Capital Income Bldr F2 -3.61 -4.42 -2.60 -2.75 4.33 4.28
MFS® Global Total Return A -4.48 -4.43 -2.86 -2.76 4.39 3.71
Invesco Balanced-Risk Allc A -2.63 -4.43 -3.27 -1.28 4.17 2.88
RiskPro® PFG 0-15 R -2.07 -4.44 -2.07 --- --- ---
MFS® Global Total Return R3 -4.49 -4.44 -2.87 -2.77 4.41 3.72
SEI Aggressive Strategy I (SAAT) -5.53 -4.46 -4.64 -1.69 6.00 4.71
RiverFront Asset Allocation Gr & Inc I -6.21 -4.46 -5.22 -2.17 5.87 4.92
American Funds Capital Income Bldr 529F -3.63 -4.46 -2.62 -2.80 4.27 4.22
American Funds Capital Income Bldr R5E -3.63 -4.47 -2.63 -2.80 --- ---
Voya Global Perspectives R -4.80 -4.48 -4.39 -2.51 4.46 3.07
Touchstone Dynamic Global Allocation C -5.27 -4.48 -5.34 -2.71 2.72 2.43
Janus Henderson All Asset T -3.48 -4.49 -3.57 -2.87 --- ---
BlackRock Global Allocation Inv C -4.23 -4.50 -3.96 -3.14 2.94 2.33
Voya Global Target Payment C -4.33 -4.51 -3.79 -2.83 2.75 2.54
Arrow DWA Balanced Institutional -5.67 -4.51 -4.44 -1.30 2.20 2.27
AIG Income Explorer C -3.50 -4.52 -3.33 -3.39 5.68 3.68
Wells Fargo Asset Allocation R -5.06 -4.53 -3.18 -2.82 3.59 1.77
Wells Fargo Absolute Return Admin -3.02 -4.55 -3.20 -3.20 2.80 1.22
Neuberger Berman Global Allocation C -4.81 -4.56 -4.23 -2.38 3.91 1.89
Wells Fargo Absolute Return A -3.03 -4.57 -3.21 -3.29 2.67 1.10
Janus Henderson All Asset A -3.56 -4.57 -3.56 -2.99 2.68 2.18
Janus Henderson All Asset S -3.58 -4.59 -3.67 -3.10 --- ---
American Funds Capital Income Bldr A -3.64 -4.59 -2.66 -2.95 4.12 4.07
Invesco Balanced-Risk Allc R -2.68 -4.60 -3.33 -1.58 3.89 2.61
American Funds Capital Income Bldr R4 -3.64 -4.62 -2.68 -2.99 4.07 4.02
American Funds Capital Income Bldr F1 -3.64 -4.63 -2.68 -3.01 4.05 4.00
American Funds Capital Income Bldr 529A -3.64 -4.63 -2.68 -3.02 4.04 3.99
RiverFront Asset Allocation Gr & Inc Inv -6.25 -4.64 -5.27 -2.47 5.60 4.66
Arrow DWA Balanced A -5.60 -4.65 -4.50 -1.55 1.96 2.03
MFS® Global Total Return R2 -4.53 -4.66 -2.90 -3.00 4.12 3.45
Pioneer Solutions Balanced Y -4.91 -4.68 -3.43 -2.94 2.75 2.93
Lord Abbett Multi-Asset Global Opp R6 -5.67 -4.68 -4.20 -2.87 4.39 ---
Morgan Stanley Inst Glbl MltiAsst Inc C -2.72 -4.72 -3.39 -3.42 1.49 ---
Wells Fargo Absolute Return R -3.13 -4.75 -3.22 -3.56 2.47 ---
Lord Abbett Multi-Asset Global Opp F3 -5.76 -4.77 -4.21 -2.96 --- ---
GMO Global Asset Allocation III -4.03 -4.78 -3.17 -2.92 4.32 2.66
Lord Abbett Multi-Asset Global Opp R5 -5.68 -4.79 -4.21 -2.99 4.35 ---
GMO Implementation -3.30 -4.80 -3.16 -3.22 3.55 2.03
GMO Global Asset Allocation Series R6 -4.06 -4.80 -3.15 -3.04 4.18 2.54
Lord Abbett Multi-Asset Global Opp I -5.70 -4.81 -4.23 -3.01 4.31 2.24
Janus Henderson Dividend & Inc Builder N -5.68 -4.81 -4.42 -3.34 --- ---
American Funds Capital Income Bldr 529E -3.66 -4.81 -2.74 -3.23 3.81 3.75
Pioneer Solutions Balanced A -4.98 -4.82 -3.48 -3.10 2.48 2.67
Janus Henderson Dividend & Inc Builder I -5.68 -4.82 -4.42 -3.38 4.90 4.40
Wells Fargo Asset Allocation C -5.05 -4.84 -3.26 -3.25 3.06 1.26
SEI Aggressive Strategy D (SAAT) -5.53 -4.84 -4.71 -2.11 5.50 4.19
Voya Global Perspectives C -4.77 -4.85 -4.52 -2.93 3.96 2.55
American Funds Capital Income Bldr R3 -3.66 -4.85 -2.74 -3.29 3.76 3.71
Janus Henderson Dividend & Inc Builder D -5.64 -4.87 -4.45 -3.42 --- ---
Janus Henderson Dividend & Inc Builder T -5.66 -4.90 -4.47 -3.53 --- ---
Lord Abbett Multi-Asset Global Opp F -5.75 -4.91 -4.27 -3.12 4.20 2.14
AllianzGI Global Allocation R6 -4.80 -4.91 -3.52 -3.00 4.34 ---
Invesco Balanced-Risk Allc C -2.67 -4.92 -3.43 -2.02 3.40 2.11
American Funds Capital Income Bldr R2E -3.67 -4.96 -2.78 -3.43 3.62 ---
AllianzGI Global Allocation Instl -4.79 -4.97 -3.54 -3.11 4.20 3.21
Wilmington Real Asset Institutional -3.96 -4.99 -4.14 -1.84 2.00 0.96
AllianzGI Global Allocation P -4.82 -4.99 -3.59 -3.13 4.29 3.26
Lord Abbett Multi-Asset Global Opp R4 -5.71 -5.00 -4.23 -3.23 4.07 ---
Goldman Sachs Growth Strategy R6 -5.65 -5.00 -4.88 -2.57 6.89 ---
Pioneer Solutions Balanced R -5.01 -5.01 -3.51 -3.33 2.28 ---
MFS® Global Total Return C -4.53 -5.01 -3.03 -3.50 3.62 2.94
MFS® Global Total Return B -4.53 -5.01 -3.00 -3.48 3.62 2.95
Lord Abbett Multi-Asset Global Opp A -5.70 -5.01 -4.31 -3.25 4.05 1.99
Janus Henderson Dividend & Inc Builder A -5.67 -5.02 -4.48 -3.61 4.64 4.17
MFS® Global Total Return R1 -4.57 -5.03 -3.00 -3.48 3.61 2.94
Goldman Sachs Growth Strategy Instl -5.66 -5.06 -4.88 -2.61 6.89 5.40
Janus Henderson Dividend & Inc Builder S -5.73 -5.12 -4.54 -3.72 --- ---
AllianzGI Global Allocation Admin -4.83 -5.12 -3.60 -3.25 4.10 3.04
Janus Henderson All Asset C -3.54 -5.13 -3.73 -3.67 1.92 1.42
Goldman Sachs Growth Strategy Inv -5.68 -5.13 -4.89 -2.69 6.74 5.25
PineBridge Dynamic Asset Allc Instl -6.07 -5.15 -4.73 -2.16 --- ---
Wells Fargo Absolute Return C -3.10 -5.17 -3.36 -4.08 1.90 0.34
American Funds Capital Income Bldr C -3.70 -5.18 -2.86 -3.70 3.30 3.25
American Funds Capital Income Bldr R1 -3.70 -5.19 -2.86 -3.73 3.29 3.25
American Funds Capital Income Bldr R2 -3.70 -5.20 -2.86 -3.72 3.29 3.26
Wilmington Real Asset A -4.00 -5.22 -4.25 -2.12 1.74 0.70
Arrow DWA Balanced C -5.69 -5.22 -4.67 -2.33 1.19 1.25
American Funds Capital Income Bldr 529C -3.70 -5.22 -2.87 -3.76 3.24 3.19
AllianzGI Global Allocation A -4.78 -5.22 -3.61 -3.37 4.00 2.98
RiverFront Asset Allocation Gr & Inc C -6.31 -5.24 -5.43 -3.16 4.82 3.87
PineBridge Dynamic Asset Allc Invt Svcng -6.07 -5.24 -4.73 -2.29 --- ---
Lord Abbett Multi-Asset Global Opp R3 -5.73 -5.25 -4.34 -3.57 3.80 1.75
Lord Abbett Multi-Asset Global Opp R2 -5.75 -5.27 -4.30 -3.56 3.71 1.64
Dreyfus Global Multi-Asset Income Y -4.75 -5.27 -5.72 --- --- ---
Dreyfus Global Multi-Asset Income I -4.67 -5.27 -5.72 --- --- ---
Chiron Capital Allocation I -5.20 -5.27 -5.43 -3.56 --- ---
Goldman Sachs Growth Strategy A -5.66 -5.31 -4.95 -2.94 6.48 4.99
Pioneer Solutions Balanced C -4.99 -5.33 -3.62 -3.82 1.79 1.96
AllianzGI Global Allocation R -4.84 -5.37 -3.70 -3.53 3.82 2.79
Goldman Sachs Growth Strategy Svc -5.69 -5.39 -4.97 -3.06 6.36 4.88
Oppenheimer Global Allocation I -5.14 -5.43 -5.57 -4.03 4.18 3.39
Dreyfus Global Multi-Asset Income A -4.77 -5.48 -5.79 --- --- ---
Goldman Sachs Growth Strategy R -5.70 -5.51 -5.02 -3.22 6.19 4.72
Oppenheimer Global Allocation Y -5.09 -5.53 -5.58 -4.21 4.00 3.20
Janus Henderson Dividend & Inc Builder C -5.68 -5.59 -4.69 -4.29 3.86 3.37
CCA Aggressive Return Instl -6.36 -5.59 -3.28 -3.23 5.10 2.26
Lord Abbett Multi-Asset Global Opp C -5.78 -5.63 -4.49 -3.95 3.29 1.23
Oppenheimer Global Allocation A -5.14 -5.72 -5.62 -4.40 3.75 2.94
GMO Benchmark-Free III -3.77 -5.72 -3.87 -3.65 4.70 2.24
T. Rowe Price Real Assets I -5.42 -5.82 -4.35 -1.72 5.24 ---
AllianzGI Global Allocation C -4.87 -5.82 -3.89 -4.12 3.23 2.21
Oppenheimer Global Allocation R -5.15 -5.88 -5.69 -4.65 3.49 2.69
Goldman Sachs Growth Strategy C -5.76 -5.88 -5.16 -3.69 5.67 4.20
T. Rowe Price Real Assets -5.42 -5.90 -4.35 -1.89 5.11 1.06
Dreyfus Global Multi-Asset Income C -4.75 -5.97 -5.89 --- --- ---
GMO Strategic Opportunities Allc III -4.88 -6.05 -3.95 -3.71 5.31 3.48
Natixis ASG Dynamic Allocation Y -7.34 -6.24 -5.37 -3.19 --- ---
Oppenheimer Global Allocation C -5.19 -6.29 -5.79 -5.14 2.97 2.17
Natixis ASG Dynamic Allocation A -7.37 -6.43 -5.48 -3.46 --- ---
DWS Multi-Asset Global Allocation S -5.76 -6.75 -5.46 -4.76 1.78 2.36
Hartford Global All-Asset Y -5.37 -6.86 -6.08 -4.90 4.52 3.57
Hartford Global All-Asset I -5.38 -6.87 -6.09 -4.96 4.41 3.47
Hartford Global All-Asset F -5.47 -6.87 -6.09 -4.89 --- ---
Hartford Global All-Asset R5 -5.42 -6.92 -6.13 -4.96 4.29 3.40
Natixis ASG Dynamic Allocation C -7.39 -6.95 -5.65 -4.14 --- ---
DWS Multi-Asset Global Allocation A -5.77 -7.00 -5.59 -5.02 1.52 2.09
Hartford Global All-Asset R4 -5.43 -7.08 -6.13 -5.16 4.18 3.25
Hartford Global All-Asset A -5.50 -7.08 -6.12 -5.27 4.13 3.20
Goldman Sachs Satellite Strategies R6 -3.89 -7.27 -4.72 -5.63 3.01 ---
Goldman Sachs Satellite Strategies Instl -3.78 -7.28 -4.73 -5.64 3.04 1.62
Hartford Global All-Asset R3 -5.51 -7.36 -6.22 -5.56 3.82 2.92
Goldman Sachs Satellite Strategies Inv -3.81 -7.38 -4.76 -5.78 2.89 1.47
DWS Multi-Asset Global Allocation C -5.82 -7.52 -5.70 -5.67 0.76 1.34
Hartford Global All-Asset C -5.50 -7.63 -6.31 -5.91 3.36 2.44
Goldman Sachs Satellite Strategies Svc -3.90 -7.63 -4.85 -6.11 2.49 1.10
Goldman Sachs Satellite Strategies A -3.87 -7.65 -4.81 -6.12 2.57 1.20
Leuthold Global Inst -4.00 -7.70 -3.89 -6.04 3.03 2.54
Goldman Sachs Satellite Strategies R -3.82 -7.74 -4.89 -6.28 2.38 0.96
Oppenheimer Global Multi-Asset Growth I -6.32 -7.85 -6.81 -5.97 4.42 ---
Leuthold Global Retail -4.04 -7.85 -3.94 -6.22 2.79 2.32
Oppenheimer Global Multi-Asset Growth Y -6.40 -8.01 -6.89 -6.07 4.30 ---
Oppenheimer Global Multi-Asset Growth A -6.41 -8.11 -6.91 -6.20 4.14 ---
Goldman Sachs Satellite Strategies C -3.97 -8.13 -5.05 -6.78 1.84 0.46
Oppenheimer Global Multi-Asset Growth R -6.44 -8.22 -7.01 -6.41 3.92 ---
Oppenheimer Global Multi-Asset Growth C -6.41 -8.61 -7.07 -6.93 3.39 ---
KL Allocation Institutional -3.02 -9.03 -4.63 -5.78 3.08 4.29
KL Allocation Advisor -3.06 -9.20 -4.62 -5.98 2.85 4.04
Dynamic International Opportunity I -5.49 -12.68 -6.18 -9.89 4.26 1.49
Dynamic International Opportunity N -5.50 -12.85 -6.19 -10.14 4.00 1.23
Destinations Real Assets I -12.18 -18.25 -16.75 -16.75 --- ---
Wealthfront Risk Parity W -8.04 --- -8.43 --- --- ---
Voya Global Target Payment R6 -4.29 --- -3.59 --- --- ---
RiverFront Asset Allocation Gr & Inc A -6.17 --- -5.25 --- --- ---
Power Global Tactical Allc/JAForlines I -4.00 --- -3.61 --- --- ---
Power Global Tactical Allc/JAForlines C -4.01 --- -3.72 --- --- ---
Power Global Tactical Allc/JAForlines A -3.95 --- -3.57 --- --- ---
Morgan Stanley Real Assets IS -4.55 --- -3.60 --- --- ---
Morgan Stanley Real Assets I -4.55 --- -3.61 --- --- ---
Morgan Stanley Real Assets C -4.68 --- -3.92 --- --- ---
Morgan Stanley Real Assets A -4.57 --- -3.62 --- --- ---
MainStay Income Builder R6 -3.18 --- -1.39 --- --- ---
JPMorgan Global Allocation R5 --- --- --- --- --- ---
JPMorgan Global Allocation R4 --- --- --- --- --- ---
JPMorgan Global Allocation R3 --- --- --- --- --- ---
Ivy Wilshire Global Allocation Y -4.95 --- -3.96 --- --- ---
Ivy Wilshire Global Allocation R -4.96 --- -3.96 --- --- ---
Ivy Wilshire Global Allocation N -4.83 --- -3.84 --- --- ---
Hartford Global All-Asset R6 -5.46 --- -6.08 --- --- ---
Guidepath® Growth and Income -5.55 --- -1.45 --- --- ---
Goldman Sachs Satellite Strategies P -3.77 --- -4.72 --- --- ---
Goldman Sachs Growth Strategy P -5.65 --- -4.87 --- --- ---
GMO Global Asset Allocation Series PS -3.96 --- -3.15 --- --- ---
GMO Benchmark-Free Allocation Ser PS -2.97 --- -3.06 --- --- ---
First Eagle Global R4 -4.50 --- -2.92 --- --- ---
First Eagle Global R3 -4.51 --- -3.02 --- --- ---
First Eagle Global Income Builder R3 -3.33 --- -2.60 --- --- ---
Destinations Real Assets Z -12.25 --- -16.77 --- --- ---
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