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Data through 9/22/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation 0.12 5.74 0.50 10.27 12.19 10.00
Bruce -1.41 13.62 -2.20 21.03 15.24 13.73
SEI Conservative Strategy Allc A (SAAT) -0.78 9.28 -0.02 13.27 16.18 14.34
SEI Defensive Strategy Allc A (SAAT) -0.76 8.83 -0.12 12.61 15.51 13.99
Archer Balanced -0.36 8.74 1.62 16.41 13.65 8.46
State Farm Balanced 1.06 8.53 2.28 14.35 12.44 8.82
VY Franklin Income I -0.76 8.52 -0.87 13.76 14.41 11.65
Pioneer Classic Balanced Y -0.40 8.52 1.01 14.48 15.39 10.94
Fidelity® Puritan® K 0.53 8.43 1.97 15.22 16.19 12.20
Fidelity® Puritan® 0.57 8.38 1.99 15.09 16.07 12.08
VY Franklin Income S -0.76 8.33 -0.85 13.49 14.15 11.37
Pioneer Classic Balanced A Load Waived -0.40 8.23 0.91 14.11 15.04 10.56
Pioneer Classic Balanced A -0.40 8.23 0.91 14.11 15.04 10.56
VY Franklin Income S2 -0.76 8.21 -0.90 13.38 13.99 11.22
Dodge & Cox Balanced 0.89 8.21 2.18 16.57 21.38 13.15
American Beacon Balanced AMR 0.37 8.21 0.94 13.85 17.76 12.01
Eaton Vance Balanced I -0.23 8.18 0.99 15.51 --- ---
VY Franklin Income A -0.78 8.10 -1.03 13.06 13.72 10.93
Scharf Balanced Opportunity Inv -0.90 8.05 0.62 15.00 --- ---
VY T. Rowe Price Capital Appreciation I -0.04 8.02 0.96 13.95 18.75 13.32
Hotchkis & Wiley Capital Income I 0.36 8.02 -0.32 14.44 18.86 ---
American Beacon Balanced Instl 0.35 8.00 0.88 13.54 17.46 11.72
Eaton Vance Balanced A Load Waived -0.29 7.98 0.93 15.22 15.72 10.39
Eaton Vance Balanced A -0.29 7.98 0.93 15.22 15.72 10.39
Natixis Diversified Income A LW -1.88 7.96 -1.28 9.65 11.32 11.12
Natixis Diversified Income A -1.88 7.96 -1.28 9.65 11.32 11.12
American Beacon Balanced Y 0.34 7.95 0.86 13.41 17.33 ---
MainStay Income Builder I 0.00 7.89 -0.22 13.75 16.70 13.04
American Funds Income Fund of Amer R6 0.27 7.86 0.55 13.36 16.15 12.44
AMG Chicago Equity Partners Bal Instl -0.18 7.84 1.69 12.29 14.13 11.14
VY T. Rowe Price Capital Appreciation S -0.04 7.83 0.89 13.65 18.46 13.04
T. Rowe Price Capital Appreciation -0.04 7.83 0.91 13.72 18.67 13.19
Natixis Diversified Income Y -1.87 7.82 -1.23 9.61 --- ---
Fidelity® Balanced K 0.33 7.82 1.51 14.73 15.77 11.94
American Funds Income Fund of Amer R5 0.26 7.82 0.49 13.31 16.10 12.39
Columbia Balanced R5 0.38 7.79 2.19 13.77 16.98 ---
American Funds Income Fund of Amer F2 0.25 7.79 0.48 13.27 16.02 12.33
Columbia Balanced Y 0.38 7.78 2.16 13.81 --- ---
Innealta Capital Risk Based Opp Mod I -1.84 7.76 -0.09 --- --- ---
George Putnam Balanced R6 0.19 7.76 1.67 --- --- ---
American Funds Income Fund of Amer 529F1 0.28 7.76 0.51 13.22 15.98 12.29
Delaware Dividend Income Instl -0.27 7.75 0.44 12.90 16.84 12.76
Fidelity® Balanced 0.33 7.73 1.48 14.62 15.64 11.81
AMG Chicago Equity Partners Bal Svc -0.18 7.73 1.67 12.18 --- ---
VY T. Rowe Price Capital Appreciation S2 -0.04 7.72 0.86 13.51 18.28 12.87
MainStay Income Builder A Load Waived 0.00 7.71 -0.28 13.46 16.41 12.78
MainStay Income Builder A 0.00 7.71 -0.28 13.46 16.41 12.78
American Beacon Balanced Inv 0.32 7.70 0.79 13.13 17.05 11.35
Columbia Balanced R4 0.38 7.69 2.15 13.62 --- ---
Plumb Balanced 0.09 7.68 1.51 14.90 13.58 9.14
George Putnam Balanced R5 0.22 7.68 1.63 --- --- ---
JHFunds2 Capital Appreciation Value NAV -0.08 7.67 0.80 13.55 18.61 ---
Prudential Asset Allocation Z 0.00 7.66 1.03 13.83 15.71 11.62
Innealta Capital Risk Based Opp Mod N -1.84 7.66 -0.19 --- --- ---
Innealta Capital Risk Based Opp Mod A LW -1.84 7.66 -0.09 --- --- ---
Innealta Capital Risk Based Opp Mod A -1.84 7.66 -0.09 --- --- ---
Hotchkis & Wiley Capital Income A LW 0.33 7.66 -0.30 13.97 19.57 ---
Hotchkis & Wiley Capital Income A 0.33 7.66 -0.30 13.97 19.57 ---
Hennessy Equity and Income Institutional 0.83 7.66 1.41 11.69 13.86 11.98
AMG Chicago Equity Partners Bal Inv -0.18 7.64 1.64 12.03 13.84 10.86
American Funds Income Fund of Amer A LW 0.29 7.64 0.48 13.11 15.82 12.13
American Funds Income Fund of Amer A 0.29 7.64 0.48 13.11 15.82 12.13
T. Rowe Price Capital Appreciation Adv -0.07 7.62 0.85 13.41 18.32 12.86
George Putnam Balanced Y 0.16 7.62 1.57 12.93 15.58 11.06
American Beacon Balanced A Load Waived 0.32 7.62 0.78 12.99 16.89 ---
American Beacon Balanced A 0.32 7.62 0.78 12.99 16.89 ---
Columbia Balanced Z 0.35 7.61 2.08 13.59 16.84 11.77
Westwood Income Opportunity Instl 0.00 7.60 0.53 11.55 13.02 11.16
Pioneer Classic Balanced C -0.40 7.59 0.82 13.30 14.14 9.66
MainStay Income Builder Inv 0.00 7.59 -0.28 13.24 16.09 12.45
American Funds Income Fund of Amer F1 0.22 7.59 0.41 12.93 15.74 12.07
Vanguard Wellington™ Admiral™ 0.40 7.58 0.97 13.41 16.48 11.69
American Funds Income Fund of Amer 529A 0.27 7.58 0.46 12.97 15.72 12.03
American Funds Income Fund of Amer 52 LW 0.27 7.58 0.46 12.97 15.72 12.03
Fidelity Advisor® Balanced Z 0.35 7.57 1.46 14.57 --- ---
American Beacon Balanced Adv 0.31 7.57 0.75 12.97 16.88 11.18
VY T. Rowe Price Capital Appreciation A -0.07 7.55 0.81 13.25 18.05 12.64
Delaware Dividend Income A Load Waived -0.29 7.55 0.37 12.62 16.54 12.48
Delaware Dividend Income A -0.29 7.55 0.37 12.62 16.54 12.48
American Funds Income Fund of Amer R4 0.23 7.54 0.41 12.94 15.73 12.05
Vanguard Wellington™ Inv 0.38 7.52 0.95 13.30 16.39 11.60
Pioneer Classic Balanced B -0.51 7.52 0.72 13.17 13.99 9.58
Columbia Balanced K 0.35 7.52 2.05 13.42 16.67 ---
Value Line Income & Growth 0.19 7.48 2.03 13.66 14.91 10.01
Fidelity Advisor® Balanced I 0.35 7.48 1.42 14.38 15.47 11.65
Eaton Vance Balanced C -0.26 7.48 0.85 14.31 14.88 9.57
Prudential Asset Allocation A LW -0.06 7.44 0.91 13.47 15.38 11.30
Prudential Asset Allocation A -0.06 7.44 0.91 13.47 15.38 11.30
Hennessy Equity and Income Investor 0.79 7.44 1.34 11.40 13.57 11.71
George Putnam Balanced A Load Waived 0.16 7.44 1.52 12.69 15.32 10.78
George Putnam Balanced A 0.16 7.44 1.52 12.69 15.32 10.78
Columbia Balanced A Load Waived 0.35 7.44 2.05 13.32 16.56 11.51
Columbia Balanced A 0.35 7.44 2.05 13.32 16.56 11.51
Westwood Income Opportunity A LW 0.00 7.41 0.47 11.29 12.75 10.89
Westwood Income Opportunity A 0.00 7.41 0.47 11.29 12.75 10.89
Franklin Balanced R6 -0.54 7.40 0.01 12.18 --- ---
Franklin Balanced Adv -0.55 7.40 -0.09 12.14 14.51 11.42
Natixis Diversified Income C -1.95 7.38 -1.55 8.87 10.45 10.26
Eaton Vance Balanced B -0.38 7.36 0.73 14.34 14.88 9.54
American Funds Income Fund of Amer R3 0.25 7.36 0.38 12.68 15.41 11.71
Delaware Dividend Income B -0.36 7.35 0.37 12.19 15.80 11.71
American Funds Income Fund of Amer 529E 0.21 7.35 0.35 12.67 15.42 11.73
Delaware Dividend Income R -0.31 7.34 0.31 12.33 16.25 12.18
Transamerica Partners Instl Balanced -0.01 7.33 1.38 13.45 15.38 11.76
Hartford Balanced Y 0.14 7.31 1.58 13.09 16.38 11.53
Transamerica Multi-Mgd Balanced I 0.04 7.30 1.38 13.27 15.06 ---
CornerCap Balanced 0.06 7.30 1.38 13.87 14.61 9.50
Columbia Balanced R 0.33 7.28 2.01 13.05 16.29 ---
Sterling Capital Strategic Allc Bal I -0.46 7.27 0.26 11.20 12.63 8.78
Fidelity Advisor® Balanced A LW 0.35 7.26 1.38 14.10 15.15 11.34
Fidelity Advisor® Balanced A 0.35 7.26 1.38 14.10 15.15 11.34
Prudential Asset Allocation R -0.12 7.24 0.85 13.27 15.11 11.04
Hartford Balanced R5 0.14 7.23 1.56 12.97 16.31 11.44
George Putnam Balanced R 0.10 7.20 1.45 12.31 15.02 10.50
Franklin Balanced A Load Waived -0.58 7.17 -0.17 11.83 14.16 11.08
Franklin Balanced A -0.58 7.17 -0.17 11.83 14.16 11.08
Sterling Capital Strategic Allc Bal A LW -0.46 7.10 0.20 10.90 12.32 8.50
Sterling Capital Strategic Allc Bal A -0.46 7.10 0.20 10.90 12.32 8.50
Transamerica Multi-Mgd Balanced A LW 0.04 7.08 1.31 12.95 14.60 13.83
Transamerica Multi-Mgd Balanced A 0.04 7.08 1.31 12.95 14.60 13.83
State Farm Equity & Bond Instl -0.28 7.08 1.07 12.45 14.44 10.57
George Putnam Balanced M 0.10 7.08 1.41 12.10 14.72 10.24
Transamerica Partners Balanced -0.03 7.07 1.29 13.06 14.94 11.38
Hartford Balanced HLS IA 0.09 7.07 1.49 12.80 16.59 11.58
Fidelity Advisor® Balanced T 0.30 7.07 1.31 13.83 14.90 11.10
American Funds Income Fund of Amer B 0.19 7.06 0.23 12.20 14.93 11.27
Prudential Real Assets Z -3.15 7.04 -3.87 6.77 4.86 ---
MainStay Balanced I -0.52 7.04 -0.05 13.58 16.42 11.57
Hartford Balanced R4 0.15 7.04 1.49 12.68 15.94 11.10
MainStay Income Builder C -0.05 7.03 -0.50 12.39 15.23 11.59
JHancock Balanced R6 -0.10 7.03 0.73 13.25 16.69 ---
American Funds Income Fund of Amer R1 0.18 7.03 0.28 12.16 14.89 11.23
American Beacon Balanced C 0.26 7.02 0.58 12.15 16.04 ---
MainStay Balanced R1 -0.52 7.00 -0.07 13.49 16.31 11.46
American Funds Income Fund of Amer C 0.14 6.99 0.24 12.14 14.89 11.23
American Funds Income Fund of Amer 529B 0.20 6.98 0.24 12.06 14.80 11.14
JHancock Balanced R5 -0.10 6.97 0.71 13.15 16.62 10.48
Hartford Balanced A Load Waived 0.10 6.97 1.45 12.56 15.86 11.02
Hartford Balanced A 0.10 6.97 1.45 12.56 15.86 11.02
Federated MDT Balanced Instl -0.12 6.97 0.49 13.82 15.96 10.24
American Funds Income Fund of Amer R2 0.19 6.97 0.23 12.12 14.90 11.21
Alger Balanced I-2 0.63 6.97 1.62 13.09 11.01 8.30
MainStay Income Builder B -0.05 6.96 -0.50 12.37 15.23 11.60
Calvert Balanced I 0.18 6.95 1.18 11.79 13.97 10.98
American Century Balanced Instl -0.01 6.95 1.24 12.88 14.81 11.20
Delaware Dividend Income C -0.35 6.94 0.18 11.76 15.69 11.62
American Funds Income Fund of Amer 529C 0.17 6.94 0.21 12.09 14.80 11.16
State Farm Equity & Bond R3 -0.38 6.92 1.05 12.29 14.31 10.49
JHancock Balanced I -0.10 6.91 0.70 13.15 16.58 10.47
State Farm Equity & Bond A Legacy LW -0.28 6.90 1.04 12.19 14.12 10.30
State Farm Equity & Bond A Legacy -0.28 6.90 1.04 12.19 14.12 10.30
Hartford Balanced HLS IB 0.09 6.90 1.44 12.54 16.31 11.31
Prudential Asset Allocation C -0.12 6.89 0.73 12.71 14.56 10.51
Prudential Asset Allocation B -0.12 6.89 0.79 12.70 14.58 10.52
Columbia Balanced C 0.27 6.88 1.84 12.46 15.69 10.67
State Farm Equity & Bond A Load Waived -0.28 6.87 1.05 12.21 14.15 10.31
State Farm Equity & Bond A -0.28 6.87 1.05 12.21 14.15 10.31
George Putnam Balanced B 0.10 6.86 1.35 11.85 14.44 9.94
Hartford Checks and Balances R5 0.00 6.85 0.63 13.30 17.00 11.01
George Putnam Balanced C 0.04 6.85 1.34 11.75 14.45 9.96
Columbia Balanced B 0.27 6.85 1.84 12.43 15.68 10.67
Advance Capital I Balanced Instl -1.06 6.85 0.92 12.43 13.88 10.92
MainStay Balanced A Load Waived -0.55 6.83 -0.14 13.26 16.13 11.29
MainStay Balanced A -0.55 6.83 -0.14 13.26 16.13 11.29
JHancock Balanced R4 -0.10 6.81 0.66 12.98 16.36 10.20
State Farm Equity & Bond R2 -0.28 6.79 1.01 12.00 13.96 10.16
Putnam Dynamic Asset Allocation Bal R6 -0.03 6.78 0.71 13.62 --- ---
MainStay Balanced R2 -0.55 6.78 -0.14 13.19 16.02 11.18
Federated MDT Balanced A Load Waived -0.12 6.78 0.43 13.51 15.68 9.95
Federated MDT Balanced A -0.12 6.78 0.43 13.51 15.68 9.95
Hartford Balanced R3 0.10 6.77 1.38 12.29 15.61 10.78
Manning & Napier Strategic Inc Modrt I -0.34 6.76 0.01 10.10 --- ---
Hartford Checks and Balances I 0.00 6.76 0.63 13.30 17.00 11.00
American Century Balanced Inv -0.06 6.75 1.14 12.66 14.57 10.97
Prudential Real Assets A Load Waived -3.16 6.74 -3.88 6.51 4.60 ---
Prudential Real Assets A -3.16 6.74 -3.88 6.51 4.60 ---
JHancock Balanced R2 -0.10 6.74 0.61 12.87 --- ---
American Funds American Balanced R6 0.60 6.72 1.31 13.55 17.24 12.95
MainStay Balanced Inv -0.57 6.71 -0.18 13.09 15.92 11.08
Fidelity Advisor® Balanced C 0.30 6.71 1.17 13.27 14.28 10.50
Putnam Dynamic Asset Allocation Bal R5 -0.06 6.70 0.68 13.44 --- ---
Calvert Balanced Y 0.15 6.70 1.10 11.43 --- ---
Legg Mason Inv Counsel Social Aware I -0.44 6.69 1.30 12.90 14.09 10.20
JHancock Balanced A Load Waived -0.10 6.69 0.63 12.75 16.15 10.05
JHancock Balanced A -0.10 6.69 0.63 12.75 16.15 10.05
American Funds American Balanced R5 0.59 6.68 1.30 13.48 17.17 12.89
Franklin Balanced C -0.64 6.67 -0.26 11.05 13.37 10.32
UBS US Allocation P -0.52 6.64 0.35 13.20 15.66 11.87
Putnam Dynamic Asset Allocation Bal Y -0.12 6.64 0.63 13.44 15.82 11.83
Hartford Checks and Balances A LW 0.00 6.63 0.57 13.09 16.72 10.71
Hartford Checks and Balances A 0.00 6.63 0.57 13.09 16.72 10.71
Hartford Checks and Balances R4 0.00 6.62 0.56 12.97 16.67 10.68
Fidelity Advisor® Balanced B 0.30 6.62 1.17 13.17 14.22 10.43
American Funds American Balanced F2 0.58 6.61 1.29 13.45 17.09 12.82
State Farm Equity & Bond R1 -0.28 6.60 0.92 11.79 13.76 9.96
Advance Capital I Balanced Retail -1.08 6.60 0.86 12.14 13.57 10.64
Vanguard Balanced Index I -0.20 6.59 0.98 12.14 14.65 11.29
MassMutual Premier Balanced R5 -0.08 6.59 0.92 12.28 14.64 10.89
Manning & Napier Strategic Inc Modrt S -0.40 6.59 -0.05 9.85 --- ---
MainStay Balanced R3 -0.58 6.59 -0.23 12.88 15.73 10.91
Vanguard Balanced Index Adm -0.21 6.58 0.97 12.18 14.64 11.26
American Funds American Balanced 529F 0.56 6.56 1.27 13.34 17.01 12.73
Vanguard Balanced Index Signal -0.21 6.55 0.98 12.16 14.64 11.27
Calvert Balanced A Load Waived 0.15 6.55 1.05 11.22 13.42 10.42
Calvert Balanced A 0.15 6.55 1.05 11.22 13.42 10.42
LK Balanced Institutional -0.61 6.54 -0.47 12.49 --- ---
Sterling Capital Strategic Allc Bal C -0.57 6.53 0.03 10.09 11.49 7.67
Federated MDT Balanced R -0.24 6.52 0.31 13.18 15.24 9.49
Transamerica Multi-Mgd Balanced C -0.04 6.51 1.09 12.16 13.91 13.16
Sterling Capital Strategic Allc Bal B -0.47 6.50 0.10 10.12 11.49 7.68
JHancock Balanced R3 -0.15 6.50 0.57 12.50 15.92 9.83
Vanguard Balanced Index Inv -0.21 6.48 0.94 11.98 14.46 11.11
State Farm Equity & Bond B Legacy -0.37 6.48 0.84 11.72 13.68 9.85
Perkins Value Plus Income I -0.40 6.48 0.13 10.39 13.27 ---
Legg Mason Inv Counsel Social Aware A LW -0.49 6.48 1.25 12.60 13.75 9.91
Legg Mason Inv Counsel Social Aware A -0.49 6.48 1.25 12.60 13.75 9.91
Perkins Value Plus Income T -0.35 6.46 0.14 10.29 13.09 ---
Putnam Dynamic Asset Allocation Bal A LW -0.12 6.45 0.56 13.10 15.53 11.55
Putnam Dynamic Asset Allocation Bal A -0.12 6.45 0.56 13.10 15.53 11.55
American Funds American Balanced R4 0.55 6.45 1.22 13.18 16.82 12.56
JHancock Balanced R1 -0.10 6.44 0.54 12.43 15.81 9.72
American Funds American Balanced A LW 0.53 6.44 1.24 13.21 16.85 12.58
American Funds American Balanced A 0.53 6.44 1.24 13.21 16.85 12.58
Intrepid Capital Institutional -0.31 6.43 0.22 11.56 13.72 ---
USAA First Start Growth -0.14 6.42 0.14 12.08 14.93 11.36
UBS US Allocation A Load Waived -0.53 6.42 0.28 12.88 15.34 11.55
UBS US Allocation A -0.53 6.42 0.28 12.88 15.34 11.55
MassMutual Premier Balanced Svc -0.07 6.42 0.89 12.18 14.43 10.72
Hartford Balanced C 0.05 6.41 1.28 11.79 15.04 10.24
State Farm Equity & Bond B -0.37 6.40 0.80 11.59 13.42 9.61
Perkins Value Plus Income S -0.31 6.40 0.05 10.13 12.88 ---
American Funds American Balanced F1 0.55 6.40 1.22 13.16 16.81 12.56
MassMutual Premier Balanced Adm -0.08 6.39 0.92 12.04 14.26 10.55
Perkins Value Plus Income D -0.41 6.38 0.09 10.33 13.11 ---
American Funds American Balanced 529A LW 0.54 6.38 1.22 13.13 16.76 12.49
American Funds American Balanced 529A 0.54 6.38 1.22 13.13 16.76 12.49
Hartford Checks and Balances R3 -0.08 6.36 0.48 12.64 16.29 10.32
Perkins Value Plus Income A Load Waived -0.34 6.35 0.05 10.16 12.98 ---
Perkins Value Plus Income A -0.34 6.35 0.05 10.16 12.98 ---
1789 Growth and Income P -1.08 6.33 -1.30 13.33 --- ---
Transamerica Multi-Mgd Balanced B -0.08 6.30 1.03 11.91 13.60 12.86
Hartford Balanced B 0.05 6.30 1.27 11.63 14.88 10.09
Manning & Napier Pro-Blend Extnd Term I -1.72 6.26 -0.78 10.56 14.27 10.13
Prudential Real Assets C -3.27 6.25 -4.08 5.74 3.82 ---
Prudential Real Assets B -3.18 6.25 -4.08 5.74 3.85 ---
Putnam Dynamic Asset Allocation Bal R -0.11 6.23 0.50 12.84 15.23 11.26
MFS® Total Return R5 0.10 6.23 0.47 12.11 --- ---
Intrepid Capital -0.31 6.22 0.23 11.39 13.45 10.71
MassMutual Premier Balanced A LW -0.08 6.20 0.86 11.75 14.03 10.30
MassMutual Premier Balanced A -0.08 6.20 0.86 11.75 14.03 10.30
Federated MDT Balanced C -0.25 6.19 0.25 12.62 14.80 9.14
American Funds American Balanced R3 0.52 6.19 1.15 12.83 16.46 12.21
American Funds American Balanced 529E 0.52 6.18 1.15 12.80 16.45 12.20
Jamestown Balanced 0.07 6.17 1.39 13.36 15.59 10.72
MainStay Balanced C -0.61 6.15 -0.34 12.26 15.06 10.26
MainStay Balanced B -0.63 6.15 -0.36 12.25 15.06 10.26
MFS® Total Return I 0.04 6.13 0.40 11.96 14.83 10.24
Hilton Yield Plus Institutional -0.67 6.13 0.42 11.25 --- ---
MFS® Total Return R4 0.04 6.12 0.46 11.95 14.87 10.24
Manning & Napier Pro-Blend Extnd Term S -1.75 6.11 -0.80 10.32 14.02 9.85
JHancock Balanced C -0.21 6.11 0.40 11.94 15.36 9.28
JHancock Balanced B -0.16 6.11 0.45 11.95 15.34 9.29
Pax World Balanced Instl 0.20 6.10 1.10 10.88 13.95 9.31
Hartford Checks and Balances C -0.08 6.09 0.39 12.22 15.85 9.89
1789 Growth and Income A Load Waived -1.08 6.08 -1.38 13.07 --- ---
1789 Growth and Income A -1.08 6.08 -1.38 13.07 --- ---
Putnam Dynamic Asset Allocation Bal M -0.18 6.07 0.43 12.57 14.94 10.98
Sextant Core 0.32 6.05 -0.08 10.57 9.88 7.63
Hartford Checks and Balances B -0.08 6.05 0.37 12.17 15.77 9.84
Victory Balanced I 0.47 6.03 1.57 11.15 16.18 10.22
Janus Balanced N 0.06 6.02 1.06 12.32 --- ---
WesMark Balanced -0.02 6.01 0.22 11.58 12.32 9.60
Manning & Napier Pro-Blend Extnd Term R -1.69 5.97 -0.85 10.05 13.74 ---
Calvert Balanced C 0.09 5.97 0.85 10.35 12.50 9.51
Pax World Balanced Individual Inv 0.20 5.96 1.08 10.63 13.68 9.04
MFS® Total Return R3 0.02 5.95 0.34 11.68 14.56 9.98
MFS® Total Return A Load Waived 0.02 5.95 0.34 11.69 14.54 9.94
MFS® Total Return A 0.02 5.95 0.34 11.69 14.54 9.94
Leuthold Core Investment I -1.58 5.95 -1.43 13.13 11.70 6.56
Janus Balanced I 0.06 5.94 1.04 12.25 15.26 10.15
Janus Aspen Balanced Instl 0.06 5.94 1.08 12.25 15.53 10.44
Vanguard STAR Inv -0.36 5.93 0.11 11.55 14.76 10.49
Legg Mason Inv Counsel Social Aware C -0.53 5.93 1.03 11.81 12.96 9.21
Dunham Appreciation & Income N -0.73 5.92 0.09 11.78 11.96 9.71
Janus Balanced D 0.06 5.91 1.03 12.15 15.20 10.06
Frost Moderate Allocation Instl -0.39 5.91 0.12 11.12 12.56 8.54
Victory Balanced A Load Waived 0.51 5.89 1.58 11.00 15.89 9.79
Victory Balanced A 0.51 5.89 1.58 11.00 15.89 9.79
Hilton Yield Plus Investor -0.67 5.89 0.40 10.90 --- ---
MFS® Total Return 529A Load Waived 0.02 5.88 0.33 11.60 14.50 9.88
MFS® Total Return 529A 0.02 5.88 0.33 11.60 14.50 9.88
Leuthold Core Investment Retail -1.60 5.88 -1.45 13.02 11.60 6.45
American Funds American Balanced C 0.49 5.88 1.04 12.33 15.93 11.69
Putnam Dynamic Asset Allocation Bal B -0.17 5.87 0.37 12.30 14.65 10.72
American Funds College 2024 529F1 -0.17 5.87 0.17 10.88 --- ---
American Funds American Balanced R2 0.50 5.87 1.05 12.38 15.98 11.73
RiverNorth Core Opportunity R -1.27 5.86 -1.13 11.21 13.98 10.92
Putnam Dynamic Asset Allocation Bal C -0.17 5.86 0.39 12.25 14.65 10.71
Cavanal Hill Balanced I -0.35 5.86 0.54 10.42 12.48 9.96
American Funds American Balanced B 0.49 5.86 1.04 12.34 15.96 11.74
Sentinel Balanced I 0.54 5.85 1.37 11.43 15.51 11.26
American Funds American Balanced R1 0.49 5.85 1.00 12.31 15.93 11.70
Janus Balanced T 0.06 5.84 1.01 12.03 15.08 9.96
UBS US Allocation C -0.59 5.82 0.10 12.04 14.47 10.71
American Funds American Balanced 529B 0.49 5.80 1.00 12.22 15.83 11.61
American Funds College 2024 529-A LW -0.17 5.79 0.08 10.69 --- ---
American Funds College 2024 529-A -0.17 5.79 0.08 10.69 --- ---
Buffalo Flexible Income -0.58 5.78 0.21 10.32 14.11 11.64
American Funds American Balanced 529C 0.47 5.77 1.02 12.22 15.85 11.61
Perkins Value Plus Income C -0.40 5.76 -0.13 9.37 12.30 ---
MFS® Total Return R2 0.05 5.76 0.33 11.43 14.26 9.71
Janus Balanced A Load Waived 0.03 5.75 0.98 11.88 14.94 9.85
Janus Balanced A 0.03 5.75 0.98 11.88 14.94 9.85
Cavanal Hill Balanced A Load Waived -0.35 5.75 0.55 10.18 12.18 ---
Cavanal Hill Balanced A -0.35 5.75 0.55 10.18 12.18 ---
Pax World Balanced R 0.16 5.73 0.99 10.34 13.38 8.76
Dunham Appreciation & Income A LW -0.73 5.73 0.00 11.40 11.68 9.41
Dunham Appreciation & Income A -0.73 5.73 0.00 11.40 11.68 9.41
American Funds College 2027 529F1 -0.16 5.72 0.08 11.90 --- ---
Lord Abbett Multi-Asset Balanced Opp I -0.89 5.70 -1.15 10.78 15.72 10.08
American Funds Balanced Portfolio R6 0.15 5.70 0.61 11.36 --- ---
Calvert Balanced B 0.06 5.68 0.77 9.96 12.19 9.26
Cavanal Hill Balanced Inv -0.35 5.67 0.48 10.16 12.20 9.70
American Funds Balanced Portfolio R5 0.15 5.67 0.59 11.31 --- ---
Sit Balanced -0.28 5.66 1.60 12.14 13.39 10.01
Janus Balanced S 0.03 5.66 0.95 11.74 14.79 9.69
American Funds Balanced Portfolio F2 0.15 5.66 0.51 11.27 --- ---
Vanguard LifeStrategy Moderate Gr Inv -0.53 5.65 0.23 10.37 13.07 9.61
Frost Moderate Allocation A Load Waived -0.47 5.65 -0.01 10.71 12.24 8.23
Frost Moderate Allocation A -0.47 5.65 -0.01 10.71 12.24 8.23
American Funds College 2027 529-A LW -0.16 5.65 0.00 11.70 --- ---
American Funds College 2027 529-A -0.16 5.65 0.00 11.70 --- ---
Sentinel Balanced A Load Waived 0.53 5.64 1.35 11.09 15.33 11.11
Sentinel Balanced A 0.53 5.64 1.35 11.09 15.33 11.11
Victory Balanced R 0.42 5.62 1.37 10.62 15.52 9.42
New Covenant Balanced Growth -0.03 5.62 1.33 10.53 13.13 9.27
American Funds Balanced Portfolio 529F1 0.23 5.62 0.57 11.19 --- ---
QS Legg Mason Dynamic Multi-Strategy A -0.55 5.60 -0.16 11.06 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -0.55 5.60 -0.16 11.06 --- ---
USAA Cornerstone Moderately Agrsv -0.68 5.58 -0.42 9.65 10.57 8.53
Nuveen Strategy Balanced Allc I -0.84 5.58 -0.22 10.96 13.10 9.59
Manning & Napier Pro-Blend Extnd Term C -1.71 5.58 -0.98 9.59 13.18 ---
Lord Abbett Multi-Asset Balanced Opp F -0.89 5.56 -1.25 10.59 15.58 9.98
Voya Strategic Allocation Moderate I -0.54 5.55 0.00 10.73 14.12 9.87
Nuveen Strategy Growth Allocation I -1.04 5.54 -0.37 11.84 15.16 10.39
American Funds College 2024 529-E -0.17 5.54 0.00 10.32 --- ---
Dreyfus Balanced Opportunity J 0.27 5.53 1.21 12.08 15.91 10.69
Dreyfus Balanced Opportunity I 0.27 5.53 1.21 12.05 15.96 10.77
1789 Growth and Income C -1.17 5.53 -1.62 12.12 14.65 ---
Dreyfus Balanced Opportunity Z 0.31 5.51 1.22 11.97 15.74 10.55
Legg Mason Inv Counsel Social Aware B -0.59 5.50 0.90 11.29 12.48 8.91
American Funds Balanced Portfolio A LW 0.15 5.50 0.47 11.03 --- ---
American Funds Balanced Portfolio A 0.15 5.50 0.47 11.03 --- ---
Voya Balanced I -0.41 5.49 0.00 10.62 14.07 10.25
JPMorgan Investor Growth & Income Sel -0.35 5.49 0.61 11.90 15.58 10.61
BMO Growth Balanced R-6 -0.59 5.47 -0.10 --- --- ---
American Funds Balanced Portfolio R4 0.15 5.47 0.46 10.99 --- ---
Janus Balanced R 0.03 5.46 0.90 11.50 14.51 9.41
American Funds Balanced Portfolio F1 0.15 5.46 0.45 10.94 --- ---
American Funds Balanced Portfolio 529A 0.15 5.46 0.45 10.93 --- ---
American Funds Balanced Portfolio 529 LW 0.15 5.46 0.45 10.93 --- ---
Lord Abbett Multi-Asset Balanced Opp A -0.90 5.45 -1.21 10.42 15.39 9.78
Lord Abbett Multi-Asset Balanced Op A LW -0.90 5.45 -1.21 10.42 15.39 9.78
Nuveen Strategy Balanced Allc A LW -0.92 5.44 -0.28 10.67 12.83 9.33
Nuveen Strategy Balanced Allc A -0.92 5.44 -0.28 10.67 12.83 9.33
MFS® Total Return R1 0.01 5.44 0.20 10.86 13.71 9.16
Nuveen Strategy Growth Allocation A LW -0.97 5.41 -0.38 11.54 14.88 10.12
Nuveen Strategy Growth Allocation A -0.97 5.41 -0.38 11.54 14.88 10.12
American Funds College 2027 529-E -0.16 5.41 -0.08 11.40 --- ---
Dreyfus Balanced Opportunity A LW 0.31 5.39 1.17 11.82 15.70 10.49
Dreyfus Balanced Opportunity A 0.31 5.39 1.17 11.82 15.70 10.49
Voya Solution Balanced I -0.65 5.38 -0.06 10.42 14.21 9.65
Voya Strategic Allocation Moderate S -0.54 5.36 -0.08 10.47 13.82 9.60
MFS® Total Return B -0.04 5.36 0.20 10.83 13.72 9.15
Mairs & Power Balanced Inv -0.53 5.36 -0.23 11.28 17.14 12.44
Calamos Growth & Income I -0.58 5.36 0.27 11.14 11.62 9.38
MFS® Total Return C -0.04 5.34 0.20 10.86 13.71 9.15
Voya Balanced S -0.41 5.33 0.00 10.41 13.79 9.97
JHancock Lifestyle II Balanced 1 -0.66 5.33 -0.18 --- --- ---
Victory Balanced C 0.39 5.32 1.34 10.13 15.04 8.97
MFS® Total Return 529B 0.01 5.32 0.19 10.78 13.65 9.08
Lord Abbett Multi-Asset Balanced Opp P -0.85 5.32 -1.26 10.23 15.18 9.61
JHancock Lifestyle II Balanced R6 -0.66 5.32 -0.09 --- --- ---
MFS® Total Return 529C -0.04 5.31 0.13 10.75 13.64 9.07
JPMorgan Investor Growth & Income A LW -0.35 5.29 0.54 11.62 15.28 10.33
JPMorgan Investor Growth & Income A -0.35 5.29 0.54 11.62 15.28 10.33
Lord Abbett Multi-Asset Balanced Opp R3 -0.92 5.28 -1.27 10.17 15.15 9.54
Nuveen Strategy Balanced Allc R3 -0.93 5.27 -0.35 10.39 12.56 9.05
JPMorgan Diversified Instl -0.69 5.27 0.02 10.67 15.80 10.94
American Funds Balanced Portfolio 529E 0.08 5.26 0.39 10.63 --- ---
Innovator Matrix Income® Institutional -4.37 5.24 -4.26 10.35 --- ---
American Funds Balanced Portfolio R3 0.15 5.24 0.39 10.63 --- ---
Nuveen Strategy Growth Allocation R3 -1.06 5.23 -0.46 11.31 14.60 9.83
Columbia Flexible Capital Income I -1.45 5.22 -1.37 9.52 15.82 ---
Dunham Appreciation & Income C -0.74 5.21 -0.19 10.61 10.88 8.61
Lord Abbett Multi-Asset Balanced Opp R2 -0.92 5.19 -1.35 10.04 15.04 9.49
Janus Balanced C -0.03 5.18 0.80 11.08 14.08 9.04
Columbia Flexible Capital Income Z -1.40 5.17 -1.40 9.44 15.70 ---
Calamos Growth & Income A Load Waived -0.63 5.16 0.22 10.87 11.35 9.10
Calamos Growth & Income A -0.63 5.16 0.22 10.87 11.35 9.10
Voya Solution Balanced S -0.66 5.15 -0.11 10.04 13.93 9.39
T. Rowe Price Balanced -0.54 5.15 -0.16 11.24 15.07 10.81
JPMorgan Diversified Sel -0.69 5.15 0.02 10.41 15.54 10.69
American Century Strat Allc: Mod R6 -0.72 5.15 -0.20 9.98 --- ---
American Century One Choice® Mod Inv -0.79 5.15 -0.20 10.23 13.83 10.09
Columbia Flexible Capital Income R5 -1.45 5.14 -1.45 9.48 --- ---
Voya Solution Balanced S2 -0.66 5.13 -0.07 10.05 13.79 ---
Columbia Flexible Capital Income R4 -1.47 5.13 -1.47 9.46 --- ---
Nationwide HighMark Balanced Instl -0.31 5.12 0.38 9.38 --- ---
TETON Westwood Balanced I 0.18 5.11 0.26 10.03 14.19 9.34
Principal SAM Balanced Inst -0.49 5.11 -0.16 10.62 14.31 10.57
Innovator Matrix Income® A Load Waived -4.39 5.11 -4.27 10.06 --- ---
Innovator Matrix Income® A -4.39 5.11 -4.27 10.06 --- ---
American Funds College 2024 529-C -0.25 5.11 -0.08 9.72 --- ---
American Funds College 2024 529-B -0.25 5.11 -0.08 9.72 --- ---
Virtus Tactical Allocation A LW -1.09 5.10 -1.29 11.42 13.93 9.92
Virtus Tactical Allocation A -1.09 5.10 -1.29 11.42 13.93 9.92
USAA Cornerstone Moderate -0.51 5.10 -0.41 9.05 10.59 8.90
Voya Retirement Moderate Growth I -0.74 5.08 -0.15 9.73 13.59 9.33
Schwab Balanced -0.26 5.08 1.06 11.00 13.67 10.05
JPMorgan Investor Balanced Select -0.33 5.06 0.54 10.05 12.20 8.87
American Century Strat Allc: Mod Instl -0.76 5.04 -0.24 9.81 13.58 10.00
Voya Solution Balanced A -0.66 5.03 -0.11 9.88 13.66 9.01
Nationwide HighMark Balanced InSvc -0.38 5.03 0.32 9.23 12.79 9.57
FPA Crescent -0.32 5.03 -0.23 10.85 15.57 11.33
Sentinel Balanced C 0.44 5.01 1.10 10.22 14.40 10.22
American Funds College 2027 529-C -0.16 5.00 -0.16 10.86 --- ---
Principal SAM Balanced R5 -0.49 4.99 -0.22 10.36 14.05 10.30
American Funds College 2027 529-B -0.24 4.99 -0.24 10.72 --- ---
Virtus Balanced A Load Waived -0.99 4.98 -1.06 10.89 13.14 9.70
Virtus Balanced A -0.99 4.98 -1.06 10.89 13.14 9.70
T. Rowe Price Personal Strat Balanced -0.83 4.98 -0.37 10.60 15.11 10.86
Fidelity Asset Manager® 70% -0.65 4.97 -0.74 10.54 15.13 10.60
Fidelity Advisor Asset Manager® 70% I -0.65 4.97 -0.74 10.49 15.08 10.55
Calamos Growth & Income R -0.64 4.97 0.16 10.61 11.07 8.84
Timothy Plan Defensive Strategies I -4.03 4.96 -4.35 3.28 --- ---
SEI Aggressive Strategy A (SAAT) -0.96 4.96 -0.73 10.29 16.32 10.80
BlackRock Growth Prepared Instl 0.07 4.95 0.51 12.75 17.00 11.63
Principal SAM Balanced A Load Waived -0.49 4.94 -0.18 10.33 13.93 10.21
Principal SAM Balanced A -0.49 4.94 -0.18 10.33 13.93 10.21
New Century Balanced -0.71 4.94 -0.47 9.92 13.17 9.20
Outfitter 0.16 4.93 0.16 8.12 --- ---
Invesco Moderate Allocation R5 -1.23 4.93 -0.97 8.20 11.54 9.28
Fidelity Asset Manager® 60% -0.59 4.93 -0.59 9.71 13.32 9.76
American Funds Balanced Portfolio B 0.08 4.93 0.34 10.16 --- ---
Lord Abbett Multi-Asset Balanced Opp B -0.96 4.92 -1.40 9.60 14.53 8.99
JPMorgan Diversified A Load Waived -0.75 4.92 -0.10 10.12 15.23 10.39
JPMorgan Diversified A -0.75 4.92 -0.10 10.12 15.23 10.39
First Investors Total Return Instl -0.55 4.92 0.73 11.19 --- ---
Columbia Flexible Capital Income W -1.47 4.92 -1.47 9.12 15.44 ---
TETON Westwood Balanced AAA 0.12 4.91 0.19 9.75 13.93 9.08
Invesco Moderate Allocation Y -1.23 4.91 -0.99 8.16 11.53 9.27
American Funds Balanced Portfolio C 0.08 4.91 0.29 10.20 --- ---
QS Legg Mason Lifestyle Allocation 70% I -0.63 4.90 -0.52 11.27 16.54 11.38
Principal SAM Balanced J -0.56 4.90 -0.23 10.31 13.97 10.17
ESG Managers® Balanced Port Inst -0.59 4.90 -0.25 10.04 12.92 ---
AllianceBern Balance Wealth Strat I -1.05 4.90 -0.84 9.34 12.47 8.45
Lord Abbett Multi-Asset Balanced Opp C -0.97 4.89 -1.39 9.69 14.57 9.02
JPMorgan Investor Growth & Income C -0.36 4.89 0.42 11.07 14.69 9.75
JPMorgan Investor Growth & Income B -0.35 4.89 0.39 11.05 14.67 9.75
American Funds Balanced Portfolio R1 0.15 4.89 0.30 10.19 --- ---
AllianceBern Balance Wealth Strat Adv -1.05 4.89 -0.84 9.39 12.47 8.45
Wells Fargo Advantage Growth Balanced Ad -0.35 4.88 0.12 10.63 17.48 11.68
Columbia Flexible Capital Income A LW -1.46 4.88 -1.54 9.09 15.42 ---
Columbia Flexible Capital Income A -1.46 4.88 -1.54 9.09 15.42 ---
Calamos Growth & Income B -0.66 4.88 0.07 10.51 10.93 8.54
Madison Diversified Income A LW 0.16 4.87 0.09 9.03 11.76 10.00
Madison Diversified Income A 0.16 4.87 0.09 9.03 11.76 10.00
JPMorgan Investor Balanced A LW -0.33 4.87 0.48 9.74 11.92 8.61
JPMorgan Investor Balanced A -0.33 4.87 0.48 9.74 11.92 8.61
Principal SAM Balanced R4 -0.56 4.86 -0.25 10.24 13.90 10.16
American Funds Balanced Portfolio R2 0.08 4.86 0.26 10.12 --- ---
American Funds Balanced Portfolio 529C 0.08 4.86 0.27 10.07 --- ---
Timothy Plan Defensive Strategies A LW -4.02 4.85 -4.34 2.95 1.44 ---
Timothy Plan Defensive Strategies A -4.02 4.85 -4.34 2.95 1.44 ---
Nuveen Strategy Balanced Allc C -0.93 4.84 -0.39 9.88 11.97 8.51
First Investors Total Return Adv -0.50 4.84 0.72 10.91 --- ---
Fidelity Advisor Asset Manager® 60% I -0.59 4.84 -0.59 9.60 13.21 9.70
American Funds Balanced Portfolio 529B 0.08 4.84 0.30 10.09 --- ---
Thrivent Balanced Income Plus I -0.30 4.82 0.06 9.74 15.11 11.06
Dreyfus Balanced Opportunity C 0.22 4.82 0.99 10.97 14.81 9.66
QS Legg Mason Lifestyle Allocation A LW -0.57 4.80 -0.52 11.05 16.35 11.13
QS Legg Mason Lifestyle Allocation 70% A -0.57 4.80 -0.52 11.05 16.35 11.13
Nuveen Strategy Growth Allocation C -1.07 4.80 -0.62 10.73 14.01 9.29
BNY Mellon Asset Allocation M -0.70 4.80 0.03 9.97 12.43 8.33
SEI Aggressive Strategy I (SAAT) -0.99 4.79 -0.82 10.00 16.01 10.53
Tributary Balanced Instl Plus -0.33 4.78 -0.64 12.21 --- ---
Nationwide HighMark Balanced A LW -0.38 4.78 0.25 8.91 12.51 9.30
Nationwide HighMark Balanced A -0.38 4.78 0.25 8.91 12.51 9.30
Touchstone Balanced Allocation Instl -0.93 4.76 -0.30 8.88 12.17 8.69
Osterweis Strategic Investment -1.01 4.76 -1.14 10.93 17.92 ---
JHancock Lifestyle Balanced R6 -0.75 4.76 -0.29 9.55 13.69 ---
JHancock Lifestyle Balanced 5 -0.75 4.76 -0.29 9.58 13.74 9.97
Invesco Moderate Allocation S -1.24 4.75 -1.03 7.92 11.35 ---
American Century Strat Allc: Mod Inv -0.81 4.75 -0.29 9.59 13.36 9.78
Voya Retirement Moderate Growth A -0.81 4.74 -0.31 9.28 13.11 8.89
Touchstone Balanced Allocation Y -0.85 4.74 -0.30 8.83 12.14 8.67
JHancock Lifestyle Balanced 1 -0.75 4.74 -0.36 9.53 13.66 9.90
Thrivent Moderate Allocation I -0.60 4.73 -0.29 9.39 12.98 9.54
Fidelity Advisor Asset Manager® 70% A LW -0.69 4.73 -0.83 10.16 14.75 10.24
Fidelity Advisor Asset Manager® 70% A -0.69 4.73 -0.83 10.16 14.75 10.24
AllianzGI Income & Growth P -0.95 4.73 -0.50 10.24 14.32 11.39
AllianzGI Income & Growth Institutional -1.02 4.72 -0.57 10.21 14.39 11.48
Principal SAM Balanced R3 -0.56 4.71 -0.30 10.06 13.69 9.98
ESG Managers® Balanced Port A LW -0.59 4.71 -0.34 9.77 12.62 ---
ESG Managers® Balanced Port A -0.59 4.71 -0.34 9.77 12.62 ---
Wells Fargo Advantage Growth Balanced A -0.39 4.69 0.05 10.34 17.18 11.40
Wells Fargo Advantage Growth Balanc A LW -0.39 4.69 0.05 10.34 17.18 11.40
TETON Westwood Balanced A Load Waived 0.14 4.69 0.06 9.51 13.61 8.80
TETON Westwood Balanced A 0.14 4.69 0.06 9.51 13.61 8.80
JHancock Lifestyle Balanced R5 -0.75 4.69 -0.31 9.49 13.58 9.83
Columbia Flexible Capital Income R -1.52 4.68 -1.60 8.82 15.12 ---
AllianceBern Balance Wealth Strat A LW -1.05 4.68 -0.91 9.02 12.14 8.12
AllianceBern Balance Wealth Strat A -1.05 4.68 -0.91 9.02 12.14 8.12
RidgeWorth Moderate Allocation Strat I -0.78 4.64 -0.17 9.82 11.58 8.62
Rainier Balanced Institutional -0.44 4.64 1.56 10.60 12.80 9.38
Principal SAM Balanced R2 -0.56 4.63 -0.29 9.86 13.49 9.77
First Investors Total Return A LW -0.55 4.63 0.62 10.75 15.30 11.28
First Investors Total Return A -0.55 4.63 0.62 10.75 15.30 11.28
Delaware Foundation Moderate Allc I -0.86 4.63 -0.63 8.86 12.18 9.19
VALIC Company I Asset Allocation -0.54 4.62 -0.62 10.38 13.75 10.49
Invesco Moderate Allocation A LW -1.24 4.62 -1.06 7.82 11.21 9.00
Invesco Moderate Allocation A -1.24 4.62 -1.06 7.82 11.21 9.00
Fidelity Asset Manager® 50% -0.55 4.62 -0.45 8.80 11.51 9.03
AllianceBern Balance Wealth Strat K -1.06 4.62 -0.92 9.04 12.11 8.07
BlackRock Growth Prepared Inv A LW 0.00 4.61 0.44 12.28 16.57 11.20
BlackRock Growth Prepared Inv A 0.00 4.61 0.44 12.28 16.57 11.20
Tributary Balanced Instl -0.39 4.60 -0.68 11.94 13.97 12.75
Calamos Growth & Income C -0.67 4.60 0.04 10.06 10.51 8.29
American Century Strat Allc: Mod R -0.81 4.60 -0.41 9.15 12.83 9.26
Pioneer Ibbotson Moderate Allocation Y -0.69 4.59 -0.69 9.42 12.62 8.95
Great-West Moderate Profile II Init -0.56 4.59 -0.52 9.16 13.38 9.03
Great-West Moderate Profile I Init -0.43 4.59 -0.51 9.14 13.25 8.87
Elfun Diversified -0.14 4.59 0.48 9.52 13.56 8.60
Columbia Capital Allocation Moderate Y -0.34 4.59 0.35 9.27 --- ---
BNY Mellon Asset Allocation Inv -0.72 4.59 -0.03 9.63 12.11 8.06
Fidelity Advisor Asset Manager® 70% T -0.69 4.58 -0.88 9.89 14.47 9.97
Fidelity Advisor Asset Manager® 60% A LW -0.68 4.58 -0.68 9.32 12.94 9.43
Fidelity Advisor Asset Manager® 60% A -0.68 4.58 -0.68 9.32 12.94 9.43
Columbia Capital Allocation Moderate R5 -0.42 4.58 0.34 9.23 --- ---
American Century Strat Allc: Mod A LW -0.88 4.58 -0.35 9.35 13.11 9.49
American Century Strat Allc: Mod A -0.88 4.58 -0.35 9.35 13.11 9.49
RidgeWorth Moderate Allocation Strat A -0.78 4.56 -0.17 9.63 11.39 8.37
RidgeWorth Moderate Allocation Stra A LW -0.78 4.56 -0.17 9.63 11.39 8.37
Fidelity Advisor Asset Manager® 50% I -0.60 4.55 -0.51 8.71 11.45 8.99
BlackRock Growth Prepared R 0.00 4.55 0.37 12.08 16.37 11.02
Virtus Tactical Allocation C -1.15 4.53 -1.44 10.48 13.05 9.10
Touchstone Balanced Allocation A LW -0.93 4.53 -0.37 8.58 11.88 8.39
Touchstone Balanced Allocation A -0.93 4.53 -0.37 8.58 11.88 8.39
Thrivent Balanced Income Plus A LW -0.30 4.53 -0.04 9.37 14.62 10.56
Thrivent Balanced Income Plus A -0.30 4.53 -0.04 9.37 14.62 10.56
JPMorgan Diversified C -0.81 4.53 -0.21 9.56 14.64 9.84
JHancock Lifestyle Balanced R4 -0.81 4.53 -0.42 9.23 13.35 9.57
Virtus Tactical Allocation B -1.18 4.52 -1.47 10.51 13.09 9.12
JPMorgan Diversified B -0.75 4.51 -0.17 9.59 14.66 9.84
GE Instl Strategic Investment Inv -0.15 4.51 0.44 9.44 13.58 8.54
Invesco Moderate Allocation R -1.24 4.50 -1.12 7.56 10.96 8.73
AllianzGI Income & Growth A Load Waived -0.96 4.50 -0.61 9.86 14.02 11.12
AllianzGI Income & Growth A -0.96 4.50 -0.61 9.86 14.02 11.12
Thrivent Moderate Allocation A LW -0.60 4.49 -0.37 8.99 12.60 9.15
Thrivent Moderate Allocation A -0.60 4.49 -0.37 8.99 12.60 9.15
Great-West Moderate Profile II L -0.49 4.49 -0.58 8.89 13.12 ---
Pioneer Ibbotson Moderate Allocation A -0.62 4.48 -0.62 9.20 12.28 8.61
Pioneer Ibbotson Moderate Allocatio A LW -0.62 4.48 -0.62 9.20 12.28 8.61
Columbia Capital Allocation Mod Agrsv Y -0.46 4.48 0.35 10.09 --- ---
Principal SAM Balanced R1 -0.56 4.47 -0.37 9.70 13.32 9.62
JHancock Lifestyle Balanced A LW -0.81 4.47 -0.45 9.15 13.19 9.44
JHancock Lifestyle Balanced A -0.81 4.47 -0.45 9.15 13.19 9.44
MainStay Moderate Allocation I -0.21 4.46 0.21 10.27 15.20 10.43
JPMorgan Investor Balanced C -0.40 4.46 0.35 9.10 11.34 8.04
Columbia Capital Allocation Mod Agrsv R5 -0.45 4.46 0.32 10.02 --- ---
Virtus Balanced B -1.01 4.45 -1.20 10.15 12.31 8.89
Madison Moderate Allocation A LW -0.57 4.45 0.00 9.71 12.01 8.55
Madison Moderate Allocation A -0.57 4.45 0.00 9.71 12.01 8.55
Virtus Balanced C -1.06 4.44 -1.25 10.08 12.29 8.87
JPMorgan Investor Balanced B -0.39 4.43 0.33 9.11 11.35 8.03
HSBC World Selection Balanced Strat A LW -1.19 4.43 -1.05 8.87 13.28 9.08
HSBC World Selection Balanced Strat A -1.19 4.43 -1.05 8.87 13.28 9.08
Columbia Capital Allocation Moderate Z -0.42 4.43 0.28 8.96 11.81 ---
Ascendant Balanced I -0.07 4.43 -1.07 9.73 --- ---
Rainier Balanced Original -0.50 4.42 1.42 10.24 12.47 9.09
Fidelity Advisor Asset Manager® 50% A LW -0.55 4.42 -0.52 8.49 11.18 8.72
Fidelity Advisor Asset Manager® 50% A -0.55 4.42 -0.52 8.49 11.18 8.72
Dreyfus Growth Allocation -0.70 4.42 -0.22 9.79 14.55 ---
Columbia Capital Allocation Moderate R4 -0.42 4.42 0.29 8.99 --- ---
TETON Westwood Balanced C 0.08 4.41 0.00 8.94 13.08 8.25
Prudential Moderate Allocation Z -0.77 4.41 -0.52 8.89 13.20 9.28
Fidelity Advisor Asset Manager® 60% T -0.60 4.41 -0.69 9.11 12.65 9.16
Columbia Capital Allocation Mod Agrsv R4 -0.38 4.41 0.37 9.99 --- ---
Russell LifePoints Balanced Strategy R1 -0.87 4.40 -0.75 8.45 11.55 8.63
Columbia Flexible Capital Income C -1.58 4.40 -1.73 8.29 14.56 ---
AllianzGI Income & Growth D -1.03 4.40 -0.68 9.82 13.99 11.10
AllianceBern Balance Wealth Strat R -1.06 4.40 -0.99 8.71 11.77 7.74
PNC Balanced Allocation I -0.67 4.38 -0.46 9.09 13.87 9.46
Oppenheimer Moderate Inv Y -0.99 4.38 -0.27 9.28 12.06 9.32
Delaware Foundation Moderate Allc B -0.91 4.37 -0.68 8.50 11.48 8.34
Delaware Foundation Moderate Allc A LW -0.91 4.37 -0.68 8.50 11.92 8.93
Delaware Foundation Moderate Allc A -0.91 4.37 -0.68 8.50 11.92 8.93
Columbia Capital Allocation Mod Agrsv K -0.38 4.37 0.34 9.83 --- ---
Nationwide HighMark Balanced C -0.42 4.36 0.09 8.30 11.86 8.66
Columbia Capital Allocation Moderate K -0.42 4.36 0.24 8.80 11.61 9.23
Columbia Capital Allocation Mod Agrsv Z -0.46 4.36 0.30 9.87 13.75 10.33
JHancock Lifestyle Balanced R2 -0.81 4.35 -0.49 8.92 --- ---
SEI Aggressive Strategy D (SAAT) -1.04 4.34 -0.94 9.35 15.40 ---
Russell LifePoints Balanced Strategy S -0.87 4.33 -0.78 8.25 11.42 8.48
Madison Diversified Income C 0.17 4.33 -0.03 8.26 --- ---
Principal SAM Balanced C -0.62 4.30 -0.42 9.46 13.09 9.39
GE Instl Strategic Investment Svc -0.15 4.30 0.37 9.16 13.30 8.18
Columbia Capital Allocation Moderate A -0.42 4.30 0.22 8.77 11.55 9.12
Columbia Capital Allocation Moderat A LW -0.42 4.30 0.22 8.77 11.55 9.12
Principal SAM Balanced B -0.55 4.29 -0.37 9.37 12.99 9.30
Great-West SecureFoundation® Bal ETF A -0.80 4.29 -0.41 8.97 --- ---
Great-West SecureFoundation® Bal ET A LW -0.80 4.29 -0.41 8.97 --- ---
TIAA-CREF Managed Allc Inst -0.56 4.28 -0.26 9.79 14.05 10.32
AllianzGI Income & Growth R -1.03 4.28 -0.63 9.59 13.76 ---
Great-West SecureFoundation® Balanced G -0.72 4.27 -0.35 9.10 13.15 ---
MainStay Moderate Allocation A LW -0.28 4.26 0.14 10.00 14.88 10.14
MainStay Moderate Allocation A -0.28 4.26 0.14 10.00 14.88 10.14
Madison Diversified Income B 0.10 4.26 -0.09 8.26 10.94 9.17
Delaware Foundation Moderate Allc R -0.91 4.26 -0.67 8.32 11.64 8.65
QS Legg Mason Lifestyle Allocation 70% C -0.68 4.24 -0.73 10.23 15.55 10.50
PNC Balanced Allocation A Load Waived -0.67 4.24 -0.52 8.85 13.60 9.17
PNC Balanced Allocation A -0.67 4.24 -0.52 8.85 13.60 9.17
Ascendant Balanced A Load Waived -0.07 4.23 -1.14 9.52 --- ---
Ascendant Balanced A -0.07 4.23 -1.14 9.52 --- ---
American Century Strat Allc: Mod C -0.79 4.23 -0.53 8.59 12.29 8.68
Timothy Plan Defensive Strategies C -4.06 4.22 -4.47 2.17 0.70 ---
Compass EMP Multi-Asset Growth A LW -1.12 4.22 -1.36 10.96 7.91 5.74
Compass EMP Multi-Asset Growth A -1.12 4.22 -1.36 10.96 7.91 5.74
Russell LifePoints Balanced Strategy R2 -0.88 4.21 -0.81 8.12 11.30 8.35
Dreyfus Moderate Allocation -0.63 4.21 -0.23 8.57 11.71 ---
VALIC Company II Moderate Gr Lifestyle -1.10 4.20 -0.65 9.57 13.50 10.60
Fidelity Advisor Asset Manager® 70% C -0.70 4.20 -0.97 9.38 13.92 9.45
JHancock Lifestyle Balanced R3 -0.81 4.19 -0.52 8.80 12.88 9.16
Great-West SecureFoundation® Balanced G1 -0.72 4.19 -0.39 8.99 13.03 ---
Fidelity Advisor Asset Manager® 50% T -0.60 4.18 -0.59 8.17 10.90 8.45
TIAA-CREF Managed Allc R -0.56 4.16 -0.24 9.50 13.82 10.05
JHancock Lifestyle Balanced R1 -0.87 4.15 -0.55 8.61 12.75 9.02
ESG Managers® Balanced Port C -0.59 4.15 -0.43 8.98 11.80 ---
Columbia Capital Allocation Mod Agrsv A -0.45 4.15 0.23 9.59 13.45 10.06
Columbia Capital Allocation Mod Agr A LW -0.45 4.15 0.23 9.59 13.45 10.06
TIAA-CREF Managed Allc Retail -0.56 4.14 -0.24 9.56 13.81 10.07
TIAA-CREF Lifestyle Moderate Instl -0.53 4.14 -0.26 9.61 --- ---
Prudential Moderate Allocation A LW -0.84 4.14 -0.65 8.57 12.92 9.00
Prudential Moderate Allocation A -0.84 4.14 -0.65 8.57 12.92 9.00
Wells Fargo Advantage Growth Balanced B -0.43 4.13 -0.14 9.53 16.31 10.56
RidgeWorth Moderate Allocation Strat C -0.79 4.13 -0.35 9.06 10.70 7.67
Franklin Moderate Allocation Advisor -0.37 4.13 -0.18 8.89 11.08 8.36
Wells Fargo Advantage Growth Balanced C -0.44 4.12 -0.15 9.54 16.31 10.57
Columbia Capital Allocation Mod Agrsv T -0.45 4.12 0.29 9.54 13.39 ---
American Funds Asset Allocation HLS IB 0.00 4.12 0.00 10.40 17.37 11.94
AllianceBern Balance Wealth Strat B -1.14 4.12 -1.07 8.29 11.34 7.35
Oppenheimer Moderate Inv A Load Waived -1.09 4.11 -0.37 9.01 11.80 9.02
Oppenheimer Moderate Inv A -1.09 4.11 -0.37 9.01 11.80 9.02
MainStay Moderate Allocation Inv -0.28 4.11 0.07 9.74 14.67 9.96
Fidelity Advisor Asset Manager® 70% B -0.74 4.11 -1.06 9.23 13.81 9.35
AllianceBern Balance Wealth Strat C -1.14 4.11 -1.07 8.29 11.34 7.37
Capital Guardian Core Balanced Instl -1.23 4.10 -0.67 --- --- ---
American Century Strat Allc: Mod B -0.93 4.10 -0.53 8.47 12.26 8.67
Invesco Moderate Allocation C -1.33 4.09 -1.26 7.06 10.40 8.19
Invesco Moderate Allocation B -1.32 4.09 -1.25 7.06 10.40 8.18
Great-West SecureFoundation® Balanced L -0.71 4.09 -0.40 8.79 12.84 ---
Fidelity Advisor Asset Manager® 60% C -0.61 4.08 -0.86 8.53 12.09 8.62
TIAA-CREF Lifestyle Moderate Premier -0.61 4.07 -0.30 9.39 --- ---
Russell LifePoints Balanced Strategy R3 -0.88 4.07 -0.80 7.90 11.04 8.10
Russell LifePoints Balanced Strategy A -0.96 4.07 -0.85 7.95 11.12 8.22
Russell LifePoints Balanced Strateg A LW -0.96 4.07 -0.85 7.95 11.12 8.22
Russell LifePoints Balanced Strategy E -0.95 4.05 -0.85 7.99 11.12 8.22
BlackRock Growth Prepared Inv C -0.07 4.05 0.23 11.38 15.72 10.39
Transamerica Asset Allc Mod Gr I -0.39 4.04 0.26 9.98 14.47 ---
Fidelity Advisor Asset Manager® 60% B -0.68 4.04 -0.85 8.56 12.08 8.60
Praxis Genesis Balanced A Load Waived -0.48 4.03 -0.08 8.90 11.74 ---
Praxis Genesis Balanced A -0.48 4.03 -0.08 8.90 11.74 ---
QS Legg Mason Lifestyle Allocation 70% B -0.68 4.02 -0.79 9.99 15.26 10.21
First Investors Total Return B -0.66 4.02 0.40 9.84 14.42 10.47
Compass EMP Multi-Asset Growth T -1.21 4.01 -1.45 10.65 7.64 ---
Columbia Capital Allocation Moderate R -0.50 4.01 0.15 8.43 11.20 ---
RiverFront Moderate Growth & Income I -0.41 4.00 -0.60 8.63 10.87 ---
Touchstone Balanced Allocation C -0.93 3.98 -0.48 7.79 11.06 7.60
Oppenheimer Moderate Inv R -1.01 3.95 -0.37 8.67 11.50 8.72
Columbia Capital Allocation Mod Agrsv R -0.53 3.95 0.17 9.33 13.15 9.78
TIAA-CREF Lifestyle Moderate Retirement -0.61 3.94 -0.33 9.33 --- ---
Prudential Moderate Allocation R -0.84 3.94 -0.71 8.26 12.57 8.73
Highland Total Return Y -0.24 3.94 0.24 8.63 12.53 7.84
Franklin Moderate Allocation A LW -0.31 3.94 -0.24 8.63 10.81 8.10
Franklin Moderate Allocation A -0.31 3.94 -0.24 8.63 10.81 8.10
Pioneer Ibbotson Moderate Allocation C -0.75 3.93 -0.83 8.45 11.50 7.83
TIAA-CREF Lifestyle Moderate Retail -0.61 3.92 -0.33 9.31 --- ---
SunAmerica Focused Balanced Strategy A -0.70 3.92 -0.10 9.90 11.17 8.13
SunAmerica Focused Balanced Strateg A LW -0.70 3.92 -0.10 9.90 11.17 8.13
AllianzGI Income & Growth C -1.09 3.91 -0.86 9.04 13.16 10.28
Transamerica Asset Allc Mod Gr A LW -0.39 3.90 0.20 9.72 14.12 9.40
Transamerica Asset Allc Mod Gr A -0.39 3.90 0.20 9.72 14.12 9.40
JHancock Lifestyle Balanced C -0.87 3.90 -0.63 8.30 12.39 8.67
JHancock Lifestyle Balanced B -0.87 3.89 -0.64 8.28 12.35 8.61
RiverFront Moderate Growth & Income A LW -0.33 3.87 -0.63 8.44 10.63 ---
RiverFront Moderate Growth & Income A -0.33 3.87 -0.63 8.44 10.63 ---
VALIC Company I Dynamic Allocation -0.57 3.85 0.08 9.23 --- ---
Madison Moderate Allocation C -0.65 3.85 -0.25 8.83 11.15 7.75
Madison Moderate Allocation B -0.74 3.85 -0.25 8.84 11.16 7.73
Delaware Foundation Moderate Allc C -0.96 3.85 -0.88 7.71 11.06 8.11
HSBC World Selection Balanced Strat C -1.33 3.83 -1.26 8.04 12.41 8.26
HSBC World Selection Balanced Strat B -1.33 3.83 -1.26 8.04 12.39 8.27
Fidelity Advisor Asset Manager® 50% C -0.61 3.83 -0.71 7.63 10.35 7.90
Calvert Moderate Allocation A LW -0.45 3.82 -0.24 8.88 13.42 9.30
Calvert Moderate Allocation A -0.45 3.82 -0.24 8.88 13.42 9.30
PL Port Optimization Moderate Adv -0.48 3.81 -0.14 7.93 --- ---
Fidelity Advisor Asset Manager® 50% B -0.66 3.81 -0.71 7.64 10.34 7.89
GuidePath Tact Constnd Asst Allc Instl -1.01 3.80 -0.84 9.01 --- ---
Transamerica Instl Asst Allc Itm/Lg Hrzn -1.01 3.79 -0.70 9.37 14.59 10.55
Ascendant Balanced C -0.21 3.79 -1.36 8.45 --- ---
Voya Capital Allocation I -1.08 3.77 -1.17 8.35 12.40 9.05
Highland Total Return A Load Waived -0.24 3.77 0.16 8.35 12.28 7.58
Highland Total Return A -0.24 3.77 0.16 8.35 12.28 7.58
Timothy Plan Growth & Income I -1.69 3.76 -1.07 --- --- ---
Timothy Plan Growth & Income A LW -1.78 3.76 -1.16 --- --- ---
Timothy Plan Growth & Income A -1.78 3.76 -1.16 --- --- ---
Pioneer Ibbotson Moderate Allocation B -0.72 3.76 -0.88 8.21 11.34 7.71
Franklin Moderate Allocation R -0.37 3.76 -0.30 8.32 10.52 7.83
PNC Balanced Allocation C -0.75 3.75 -0.69 8.10 12.77 8.34
InvestEd Balanced Load Waived -0.51 3.73 0.00 9.10 12.80 8.10
InvestEd Balanced -0.51 3.73 0.00 9.10 12.80 8.10
Nationwide Inv Dest Mod I -0.93 3.70 -1.19 7.96 12.52 8.77
WOA All Asset I Class I -1.31 3.68 -3.18 8.55 --- ---
Columbia Capital Allocation Moderate C -0.50 3.68 0.03 7.84 10.67 8.32
Voya Capital Allocation W -1.08 3.67 -1.26 8.33 12.36 ---
PL Port Optimization Moderate A LW -0.55 3.67 -0.21 7.64 11.97 8.79
PL Port Optimization Moderate A -0.55 3.67 -0.21 7.64 11.97 8.79
MassMutual RetireSMART Moderate Svc -0.99 3.67 -0.99 7.92 12.34 ---
MassMutual RetireSMART Moderate R5 -1.08 3.67 -0.99 7.94 12.33 ---
Columbia Capital Allocation Moderate B -0.50 3.67 0.11 7.91 10.69 8.32
MFS® Moderate Allocation I -1.05 3.66 -1.01 7.86 12.35 9.91
Vantagepoint Model Port Tradtnl Gr TM -0.98 3.64 -0.80 8.74 --- ---
Transamerica Asset Allc Mod Gr R -0.46 3.64 0.13 9.40 13.89 9.20
MFS® Moderate Allocation R4 -1.06 3.64 -1.02 7.89 12.35 9.92
Compass EMP Multi-Asset Growth C -1.24 3.64 -1.57 10.06 7.07 4.93
Columbia Capital Allocation Mod Agrsv B -0.54 3.64 0.12 8.79 12.60 9.24
MainStay Moderate Allocation B -0.28 3.63 0.00 9.02 13.87 9.17
Transamerica Asset Allc Interm/Long Hrzn -0.96 3.61 -0.72 9.08 14.29 10.28
Prudential Moderate Allocation C -0.85 3.61 -0.78 7.82 12.07 8.19
ICON Risk-Managed Balanced S -0.99 3.60 -0.82 5.93 10.25 6.82
Capital Guardian Core Balanced Investor -1.33 3.60 -1.05 --- --- ---
Schwab MarketTrack Balanced Investor -0.67 3.59 -0.72 8.40 12.80 9.03
Oppenheimer Moderate Inv B -1.11 3.58 -0.56 8.22 10.90 8.10
Disciplined Growth Investors -1.39 3.58 1.48 11.56 17.51 ---
Columbia Capital Allocation Mod Agrsv C -0.53 3.58 0.04 8.74 12.61 9.24
MassMutual RetireSMART Moderate Admin -1.08 3.57 -1.08 7.74 12.22 ---
Russell LifePoints Balanced Strategy C -0.97 3.56 -1.05 7.16 10.29 7.40
Presidential® Managed Rsk Mod I -0.66 3.55 -0.57 --- --- ---
MainStay Moderate Allocation C -0.36 3.55 -0.07 8.94 13.84 9.15
Prudential Moderate Allocation B -0.91 3.54 -0.85 7.74 12.07 8.19
Highland Total Return R -0.28 3.54 0.12 8.09 12.02 7.34
Voya Capital Allocation A Load Waived -1.09 3.53 -1.27 8.07 12.09 8.74
Voya Capital Allocation A -1.09 3.53 -1.27 8.07 12.09 8.74
Oppenheimer Moderate Inv C -1.12 3.51 -0.56 8.16 10.93 8.17
SunAmerica Focused Multi-Asset Strat A -0.74 3.48 -0.50 9.72 8.84 7.13
SunAmerica Focused Multi-Asset Stra A LW -0.74 3.48 -0.50 9.72 8.84 7.13
MFS® Moderate Allocation R3 -1.01 3.48 -1.03 7.61 12.08 9.64
ICON Risk-Managed Balanced A LW -1.01 3.48 -0.75 5.74 10.00 6.59
ICON Risk-Managed Balanced A -1.01 3.48 -0.75 5.74 10.00 6.59
Fallen Angels Income -0.20 3.47 -0.88 9.76 14.37 10.17
MFS® Moderate Allocation A Load Waived -1.06 3.46 -1.08 7.63 12.07 9.63
MFS® Moderate Allocation A -1.06 3.46 -1.08 7.63 12.07 9.63
Fidelity® Global Strategies -1.13 3.46 -0.98 6.98 9.43 7.44
Fidelity Advisor® Global Strategies I -1.13 3.46 -0.99 6.98 9.42 7.44
Voya Capital Allocation O -1.10 3.45 -1.28 8.02 12.05 8.75
Vantagepoint Model Port Tradtnl Gr Inv M -0.98 3.45 -0.87 8.46 12.94 8.95
PL Port Optimization Moderate R -0.55 3.45 -0.28 7.38 11.73 8.54
MFS® Moderate Allocation 529A LW -1.06 3.45 -1.04 7.55 12.02 9.57
MFS® Moderate Allocation 529A -1.06 3.45 -1.04 7.55 12.02 9.57
Franklin Moderate Allocation C -0.38 3.41 -0.43 7.85 9.98 7.29
SunAmerica Focused Balanced Strategy C -0.77 3.40 -0.26 9.11 10.44 7.42
Northern Global Tactical Asset Allc -1.34 3.40 -1.34 7.58 11.56 8.48
Nationwide Inv Dest Mod A Load Waived -0.94 3.40 -1.29 7.59 12.17 8.46
Nationwide Inv Dest Mod A -0.94 3.40 -1.29 7.59 12.17 8.46
SunAmerica Focused Balanced Strategy B -0.71 3.39 -0.22 9.12 10.43 7.40
Nationwide Inv Dest Mod Svc -0.95 3.39 -1.29 7.53 12.10 8.36
MassMutual RetireSMART Moderate A LW -1.08 3.38 -1.08 7.50 11.96 ---
MassMutual RetireSMART Moderate A -1.08 3.38 -1.08 7.50 11.96 ---
Transamerica Asset Allc Mod Gr C -0.46 3.36 0.07 8.92 13.34 8.68
Presidential® Managed Rsk Mod A -0.76 3.35 -0.66 --- --- ---
GuidePath Tact Constnd Asst Allc Svc -1.10 3.35 -1.01 8.32 12.88 ---
AdvisorOne Liahona N -0.55 3.33 -0.46 7.68 11.60 8.31
RiverFront Moderate Growth & Income C -0.41 3.30 -0.82 7.63 9.82 ---
Nationwide Inv Dest Mod R -0.93 3.27 -1.37 7.23 11.82 8.09
MFS® Moderate Allocation R2 -1.08 3.27 -1.11 7.31 11.77 9.37
Transamerica Asset Allc Mod Gr B -0.52 3.26 0.00 8.85 13.25 8.60
Calvert Moderate Allocation C -0.51 3.24 -0.41 8.09 12.60 8.50
Fidelity Advisor® Global Strategies A LW -1.13 3.23 -1.02 6.72 9.13 7.16
Fidelity Advisor® Global Strategies A -1.13 3.23 -1.02 6.72 9.13 7.16
Presidential® Managed Rsk Mod C -0.76 3.16 -0.76 --- --- ---
Highland Total Return C -0.31 3.16 0.00 7.53 11.42 6.78
PL Port Optimization Moderate C -0.56 3.11 -0.35 6.95 11.28 8.08
Timothy Plan Growth & Income C -1.88 3.10 -1.35 --- --- ---
PL Port Optimization Moderate B -0.56 3.10 -0.35 6.97 11.25 8.05
Even Keel Multi-Asset Managed Risk I -0.58 3.07 -0.25 7.28 --- ---
Hennessy Balanced Investor 0.54 3.04 0.55 5.83 8.38 7.09
Hartford Moderate Allocation I -0.97 3.00 -1.78 6.82 10.42 7.99
Hartford Moderate Allocation R5 -0.97 2.99 -1.79 6.74 10.37 7.95
ICON Risk-Managed Balanced C -1.07 2.98 -0.95 4.97 9.17 5.77
SunAmerica Focused Multi-Asset Strat C -0.81 2.97 -0.62 8.99 8.15 6.45
SunAmerica Focused Multi-Asset Strat B -0.81 2.97 -0.62 8.96 8.12 6.41
MFS® Moderate Allocation C -1.08 2.97 -1.22 6.79 11.24 8.82
MFS® Moderate Allocation R1 -1.10 2.95 -1.25 6.84 11.22 8.83
LoCorr Spectrum Income I -3.96 2.95 -3.68 --- --- ---
Voya Capital Allocation C -1.18 2.94 -1.54 7.15 11.19 7.91
MFS® Moderate Allocation B -1.13 2.93 -1.28 6.77 11.21 8.81
MFS® Moderate Allocation 529B -1.08 2.93 -1.25 6.78 11.17 8.74
Fidelity Advisor® Global Strategies T -1.24 2.93 -1.21 6.37 8.82 6.87
ASTON/Montag & Caldwell Balanced I -0.48 2.93 0.18 8.48 10.72 8.32
Voya Capital Allocation B -1.18 2.92 -1.45 7.29 11.21 7.94
Nationwide Inv Dest Mod C -1.04 2.88 -1.48 6.82 11.40 7.68
ASTON/Montag & Caldwell Balanced N -0.50 2.85 0.15 8.39 10.60 8.18
MFS® Moderate Allocation 529C -1.14 2.84 -1.30 6.73 11.15 8.73
LoCorr Spectrum Income A Load Waived -3.89 2.80 -3.74 --- --- ---
LoCorr Spectrum Income A -3.89 2.80 -3.74 --- --- ---
Hartford Moderate Allocation A LW -1.04 2.69 -1.93 6.40 10.08 7.67
Hartford Moderate Allocation A -1.04 2.69 -1.93 6.40 10.08 7.67
Hartford Moderate Allocation R4 -1.04 2.68 -1.94 6.37 10.02 7.62
Fidelity Advisor® Global Strategies C -1.25 2.65 -1.32 5.90 8.30 6.36
Fidelity Advisor® Global Strategies B -1.24 2.62 -1.21 5.82 8.30 6.36
Wells Fargo Advantage WB Growth Balanced -0.82 2.55 -1.16 6.97 14.21 9.24
Hartford Moderate Allocation R3 -1.13 2.49 -2.01 6.05 9.70 7.29
Centre Multi-Asset Rl Ret Instl -1.87 2.46 -1.96 4.94 --- ---
Centre Multi-Asset Reall Ret Inv -1.78 2.37 -1.97 4.74 --- ---
LoCorr Spectrum Income C -3.95 2.27 -3.92 --- --- ---
Hartford Moderate Allocation C -1.12 2.17 -2.08 5.64 9.26 6.88
Hartford Moderate Allocation B -1.12 2.17 -2.08 5.54 9.19 6.81
AllianzGI Multi-Asset Real Return Inst -4.27 2.17 -6.23 2.09 --- ---
Wilmington Strategic Allc Mod Instl -0.75 2.15 -0.75 6.53 10.66 ---
AllianzGI Multi-Asset Real Return P -4.33 2.11 -6.29 1.96 --- ---
Huntington Balanced Allocation A LW -0.83 2.10 -0.73 6.09 9.72 6.61
Huntington Balanced Allocation A -0.83 2.10 -0.73 6.09 9.72 6.61
AllianzGI Multi-Asset Real Return D -4.33 1.98 -6.36 1.80 --- ---
AllianzGI Multi-Asset Real Return A LW -4.34 1.91 -6.37 1.79 --- ---
AllianzGI Multi-Asset Real Return A -4.34 1.91 -6.37 1.79 --- ---
Wilmington Strategic Allc Mod A LW -0.72 1.82 -0.82 6.11 10.35 6.80
Wilmington Strategic Allc Mod A -0.72 1.82 -0.82 6.11 10.35 6.80
AllianzGI Multi-Asset Real Return C -4.38 1.46 -6.48 1.11 --- ---
Eudora -2.83 1.28 -2.65 1.81 --- ---
Sound Mind Investing Balanced -1.03 1.23 -1.20 7.01 12.60 ---
Arrow DWA Balanced Institutional -1.26 1.23 -1.53 6.53 --- ---
Arrow DWA Balanced A Load Waived -1.27 1.03 -1.60 6.34 9.03 7.48
Arrow DWA Balanced A -1.27 1.03 -1.60 6.34 9.03 7.48
Huntington Income Generation A LW -1.63 0.65 -1.91 --- --- ---
Huntington Income Generation A -1.63 0.65 -1.91 --- --- ---
Arrow DWA Balanced C -1.32 0.50 -1.80 5.50 8.23 6.68
Huntington Income Generation C -1.58 0.38 -2.04 3.31 --- ---
Neuberger Berman AMT Balanced I -0.87 0.22 -0.87 4.85 10.71 9.94
Villere Balanced Inv -3.29 0.04 -3.62 7.13 17.89 15.58
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Greenspring -0.88 -0.44 -2.46 1.83 10.95 7.72
Aftershock Strategies I -1.42 -0.84 -1.81 -1.76 --- ---
Aftershock Strategies N -1.43 -0.96 -1.77 -1.91 --- ---
Roumell Opportunistic Value Instl -2.87 -1.83 -4.95 -5.30 6.95 ---
Roumell Opportunistic Value A LW -2.98 -2.13 -5.16 -5.67 6.63 ---
Roumell Opportunistic Value A -2.98 -2.13 -5.16 -5.67 6.63 ---
Roumell Opportunistic Value C -2.94 -2.62 -5.31 -6.29 --- ---
Catalyst/SMH Total Return Income A LW -3.68 -3.51 -5.05 -1.75 8.28 6.69
Catalyst/SMH Total Return Income A -3.68 -3.51 -5.05 -1.75 8.28 6.69
Catalyst/SMH Total Return Income I -3.67 -3.52 -5.00 -1.66 --- ---
Catalyst/SMH Total Return Income C -3.58 -3.98 -5.07 -2.49 7.48 5.94
RiverNorth Core Opportunity I -1.27 --- --- --- --- ---
Regal Total Return A Load Waived -0.59 --- 0.50 --- --- ---
Regal Total Return A -0.59 --- 0.50 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I -0.55 --- -0.08 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C -0.55 --- -0.31 --- --- ---
QCI Balanced Institutional -0.09 --- 0.66 --- --- ---
NWM Momentum -2.65 --- -2.46 --- --- ---
Nationwide Inv Dest Mod Instl Svc -0.95 --- -1.21 --- --- ---
Nationwide Diverse Managers Instl Svc -1.20 --- -1.30 --- --- ---
MassMutual RetireSMART Mod R4 -1.08 --- -1.08 --- --- ---
MassMutual RetireSMART Mod R3 -1.08 --- -1.17 --- --- ---
MassMutual RetireSMART Mod I -0.99 --- -0.90 --- --- ---
MassMutual Premier Balanced R4 -0.16 --- 0.86 --- --- ---
MassMutual Premier Balanced R3 -0.08 --- 0.79 --- --- ---
MassMutual Premier Balanced I -0.08 --- 0.92 --- --- ---
Legg Mason Lifestyle Allocation 70% R -0.63 --- -0.63 --- --- ---
Legg Mason Dynamic Multi-Strategy R -0.55 --- -0.23 --- --- ---
BMO Growth Balanced Y -0.59 --- -0.20 --- --- ---
BMO Growth Balanced R-3 -0.59 --- -0.30 --- --- ---
BMO Growth Balanced I -0.49 --- -0.10 --- --- ---
American Funds Income Fund of Amer R2E --- --- --- --- --- ---
American Funds Balanced Portfolio R2E --- --- --- --- --- ---
American Funds American Balanced R2E --- --- --- --- --- ---
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