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Data through 8/29/2014. 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 1.06 6.40 2.48 15.10 12.16 10.85
Bruce 2.45 17.26 3.28 29.06 15.56 15.38
Prudential Real Assets Z 0.28 11.34 2.26 13.25 5.02 ---
Prudential Real Assets A Load Waived 0.28 11.15 2.26 12.99 4.78 ---
Prudential Real Assets A 0.28 11.15 2.26 12.99 4.78 ---
SEI Conservative Strategy Allc A (SAAT) 1.42 10.99 3.08 18.28 14.99 16.03
Innovator Matrix Income® Institutional -0.21 10.84 3.31 16.59 --- ---
Innovator Matrix Income® A Load Waived -0.25 10.69 3.22 16.28 --- ---
Innovator Matrix Income® A -0.25 10.69 3.22 16.28 --- ---
Prudential Real Assets C 0.19 10.67 1.99 12.10 4.01 ---
Prudential Real Assets B 0.28 10.66 1.99 12.10 4.00 ---
Natixis Diversified Income A LW 1.00 10.63 2.47 15.80 10.76 12.81
Natixis Diversified Income A 1.00 10.63 2.47 15.80 10.76 12.81
Natixis Diversified Income Y 1.03 10.50 2.55 15.77 --- ---
SEI Defensive Strategy Allc A (SAAT) 1.33 10.43 2.85 17.30 14.44 15.61
Innealta Capital Risk Based Opp Mod I 2.53 10.18 1.58 --- --- ---
Natixis Diversified Income C 0.94 10.12 2.21 14.99 9.91 11.97
Innealta Capital Risk Based Opp Mod N 2.44 10.08 1.58 --- --- ---
Innealta Capital Risk Based Opp Mod A LW 2.54 10.08 1.58 --- --- ---
Innealta Capital Risk Based Opp Mod A 2.54 10.08 1.58 --- --- ---
VY Franklin Income I 0.84 9.99 2.81 18.49 13.82 12.61
Timothy Plan Defensive Strategies I -0.33 9.83 1.70 10.64 --- ---
VY Franklin Income S 0.76 9.72 2.68 18.02 13.49 12.32
Timothy Plan Defensive Strategies A LW -0.33 9.71 1.70 10.28 2.21 ---
Timothy Plan Defensive Strategies A -0.33 9.71 1.70 10.28 2.21 ---
VY Franklin Income S2 0.77 9.70 2.64 18.02 13.36 12.16
VY Franklin Income A 0.79 9.62 2.59 17.69 13.13 11.88
Pioneer Classic Balanced Y 1.61 9.61 3.59 19.15 14.09 11.97
Scharf Balanced Opportunity Inv 1.30 9.49 3.61 19.69 --- ---
Archer Balanced 1.91 9.42 4.06 20.96 12.14 9.25
Pioneer Classic Balanced A Load Waived 1.52 9.32 3.50 18.79 13.75 11.62
Pioneer Classic Balanced A 1.52 9.32 3.50 18.79 13.75 11.62
Eaton Vance Balanced I 1.66 9.27 3.95 20.57 --- ---
Timothy Plan Defensive Strategies C -0.43 9.10 1.48 9.46 1.43 ---
Eaton Vance Balanced A Load Waived 1.55 9.01 3.78 20.15 14.54 11.44
Eaton Vance Balanced A 1.55 9.01 3.78 20.15 14.54 11.44
AMG Chicago Equity Partners Bal Instl 2.42 8.83 4.11 16.96 13.12 12.00
Fidelity® Puritan® K 2.14 8.81 4.42 19.85 14.92 13.10
Advance Capital I Balanced Instl 2.58 8.79 4.94 17.52 13.05 12.02
Fidelity® Puritan® 2.14 8.76 4.39 19.77 14.80 12.97
Delaware Dividend Income Instl 0.87 8.75 3.50 17.45 15.61 13.86
American Beacon Balanced AMR 1.28 8.75 3.17 17.19 16.28 12.75
MainStay Income Builder I 1.01 8.72 2.15 18.51 15.79 14.02
AMG Chicago Equity Partners Bal Svc 2.35 8.71 4.08 16.77 --- ---
Pioneer Classic Balanced C 1.42 8.68 3.31 17.86 12.81 10.68
AMG Chicago Equity Partners Bal Inv 2.38 8.64 4.01 16.66 12.83 11.73
Franklin Balanced Adv 1.11 8.62 3.12 16.77 13.21 12.49
Pioneer Classic Balanced B 1.43 8.61 3.33 17.74 12.70 10.60
Eaton Vance Balanced C 1.55 8.58 3.69 19.34 13.73 10.65
Delaware Dividend Income A Load Waived 0.85 8.57 3.43 17.17 15.32 13.59
Delaware Dividend Income A 0.85 8.57 3.43 17.17 15.32 13.59
VY T. Rowe Price Capital Appreciation I 1.48 8.56 2.82 17.78 16.99 14.20
MainStay Income Builder A Load Waived 0.97 8.55 2.06 18.19 15.49 13.72
MainStay Income Builder A 0.97 8.55 2.06 18.19 15.49 13.72
American Beacon Balanced Instl 1.26 8.55 3.10 16.89 15.98 12.46
Advance Capital I Balanced Retail 2.55 8.55 4.81 17.21 12.77 11.74
American Beacon Balanced Y 1.25 8.51 3.08 16.81 15.86 ---
Manning & Napier Pro-Blend Extnd Term I 0.78 8.49 2.35 17.10 13.07 11.44
Eaton Vance Balanced B 1.55 8.48 3.70 19.24 13.67 10.59
Hotchkis & Wiley Capital Income I 1.28 8.47 1.98 17.57 17.37 ---
Sterling Capital Strategic Allc Bal I 0.92 8.46 2.70 15.21 10.71 9.83
MainStay Balanced I 1.50 8.46 3.30 18.35 15.16 12.74
Prudential Asset Allocation Z 1.45 8.44 3.12 18.21 14.37 12.42
T. Rowe Price Capital Appreciation 1.46 8.42 2.81 17.61 16.91 14.05
MainStay Balanced R1 1.50 8.42 3.25 18.26 15.04 12.62
VY T. Rowe Price Capital Appreciation S 1.48 8.41 2.79 17.51 16.71 13.92
Delaware Dividend Income R 0.84 8.38 3.37 16.86 15.03 13.30
MainStay Income Builder Inv 0.92 8.37 1.95 17.90 15.16 13.38
Delaware Dividend Income B 0.78 8.36 3.43 16.64 14.57 12.80
American Funds Income Fund of Amer R6 0.92 8.36 2.46 18.34 14.65 13.33
Manning & Napier Pro-Blend Extnd Term S 0.75 8.35 2.27 16.86 12.78 11.17
Franklin Balanced A Load Waived 1.00 8.33 2.96 16.36 12.83 12.15
Franklin Balanced A 1.00 8.33 2.96 16.36 12.83 12.15
VY T. Rowe Price Capital Appreciation S2 1.45 8.30 2.77 17.35 16.53 13.75
George Putnam Balanced R6 1.54 8.29 3.68 --- --- ---
Prudential Asset Allocation A LW 1.46 8.28 3.08 17.85 14.02 12.09
Prudential Asset Allocation A 1.46 8.28 3.08 17.85 14.02 12.09
MainStay Balanced A Load Waived 1.48 8.28 3.21 18.07 14.87 12.46
MainStay Balanced A 1.48 8.28 3.21 18.07 14.87 12.46
American Funds Income Fund of Amer R5 0.87 8.28 2.40 18.23 14.58 13.27
JHFunds2 Capital Appreciation Value NAV 1.36 8.27 2.75 17.39 16.87 ---
American Beacon Balanced Inv 1.23 8.27 3.01 16.50 15.61 12.08
Westwood Income Opportunity Instl 0.75 8.26 2.54 13.92 12.02 11.60
Leuthold Core Investment I 1.19 8.26 2.29 19.88 10.46 8.40
American Funds Income Fund of Amer F2 0.87 8.26 2.40 18.18 14.52 13.21
MainStay Balanced R2 1.48 8.23 3.19 17.95 14.76 12.35
1789 Growth and Income P 0.23 8.23 2.26 20.53 --- ---
Fidelity® Balanced K 1.79 8.22 4.00 19.26 14.57 12.92
T. Rowe Price Capital Appreciation Adv 1.44 8.21 2.72 17.23 16.57 13.71
Manning & Napier Pro-Blend Extnd Term R 0.77 8.21 2.21 16.63 12.52 ---
Leuthold Core Investment Retail 1.19 8.21 2.32 19.75 10.36 8.29
George Putnam Balanced Y 1.57 8.21 3.72 16.52 14.25 11.84
George Putnam Balanced R5 1.57 8.20 3.72 --- --- ---
American Beacon Balanced A Load Waived 1.22 8.20 2.99 16.35 15.41 ---
American Beacon Balanced A 1.22 8.20 2.99 16.35 15.41 ---
Sterling Capital Strategic Allc Bal A LW 0.83 8.19 2.56 14.71 10.36 9.51
Sterling Capital Strategic Allc Bal A 0.83 8.19 2.56 14.71 10.36 9.51
American Funds Income Fund of Amer 529F1 0.87 8.19 2.38 18.15 14.46 13.16
MainStay Balanced Inv 1.45 8.16 3.17 17.85 14.65 12.25
American Beacon Balanced Adv 1.21 8.15 2.97 16.37 15.42 11.91
VY T. Rowe Price Capital Appreciation A 1.45 8.14 2.72 17.11 16.31 13.52
Fidelity® Balanced 1.79 8.13 3.98 19.14 14.44 12.77
Hotchkis & Wiley Capital Income A LW 1.22 8.11 1.93 17.09 18.03 ---
Hotchkis & Wiley Capital Income A 1.22 8.11 1.93 17.09 18.03 ---
American Funds Income Fund of Amer A LW 0.87 8.11 2.40 18.03 14.31 13.01
American Funds Income Fund of Amer A 0.87 8.11 2.40 18.03 14.31 13.01
Prudential Asset Allocation R 1.40 8.09 2.96 17.57 13.79 11.83
American Funds Income Fund of Amer F1 0.87 8.09 2.33 17.92 14.23 12.94
American Funds Income Fund of Amer 529A 0.87 8.07 2.38 17.89 14.21 12.91
American Funds Income Fund of Amer 52 LW 0.87 8.07 2.38 17.89 14.21 12.91
Westwood Income Opportunity A LW 0.68 8.06 2.48 13.58 11.72 11.32
Westwood Income Opportunity A 0.68 8.06 2.48 13.58 11.72 11.32
Dodge & Cox Balanced 1.31 8.06 3.80 20.33 18.68 14.27
1789 Growth and Income A Load Waived 0.23 8.06 2.26 20.35 --- ---
1789 Growth and Income A 0.23 8.06 2.26 20.35 --- ---
MainStay Balanced R3 1.42 8.04 3.09 17.64 14.46 12.06
LK Balanced Institutional 1.58 8.04 1.93 17.45 --- ---
American Funds Income Fund of Amer R4 0.83 8.04 2.33 17.92 14.24 12.93
Transamerica Partners Instl Balanced 1.38 8.03 3.31 17.63 14.42 12.57
George Putnam Balanced A Load Waived 1.57 8.03 3.66 16.29 13.96 11.56
George Putnam Balanced A 1.57 8.03 3.66 16.29 13.96 11.56
Delaware Dividend Income C 0.79 8.02 3.23 16.26 14.48 12.72
Vanguard Wellington™ Admiral™ 0.92 8.00 3.01 17.12 15.03 12.41
Value Line Income & Growth 2.03 7.99 3.93 17.58 13.33 10.83
Transamerica Multi-Mgd Balanced I 1.39 7.98 3.33 17.42 14.07 ---
State Farm Equity & Bond Instl 1.59 7.98 3.46 16.89 13.23 11.36
Vanguard Wellington™ Inv 0.92 7.95 2.98 17.02 14.93 12.32
Columbia Balanced Y 1.41 7.95 4.18 17.44 --- ---
Fidelity Advisor® Balanced Z 1.79 7.94 3.92 19.07 --- ---
State Farm Balanced 1.02 7.93 2.82 16.79 10.77 9.29
Hartford Balanced Y 1.51 7.93 3.79 16.81 15.13 12.48
Columbia Balanced R5 1.40 7.93 4.17 17.39 15.42 ---
MainStay Income Builder C 0.92 7.91 1.82 17.06 14.32 12.53
Franklin Balanced C 0.95 7.90 2.81 15.59 12.08 11.37
Plumb Balanced 1.42 7.88 3.07 19.32 11.57 9.84
Federated MDT Balanced Instl 1.41 7.88 2.86 18.60 14.65 11.17
Columbia Balanced R4 1.41 7.87 4.14 17.24 --- ---
American Funds Income Fund of Amer 529E 0.83 7.87 2.27 17.60 13.91 12.62
JHancock Balanced R6 1.19 7.86 3.00 17.28 --- ---
George Putnam Balanced R 1.57 7.86 3.60 15.98 13.69 11.29
Hartford Balanced R5 1.46 7.85 3.72 16.76 15.06 12.39
Fidelity Advisor® Balanced I 1.79 7.85 3.88 18.88 14.33 12.62
MainStay Income Builder B 0.92 7.84 1.82 17.03 14.32 12.54
American Funds Income Fund of Amer R3 0.83 7.84 2.26 17.54 13.89 12.59
State Farm Equity & Bond R3 1.52 7.83 3.37 16.78 13.13 11.25
UBS US Allocation P 1.71 7.81 3.29 18.30 14.86 13.18
LoCorr Spectrum Income I -0.09 7.81 2.83 --- --- ---
JHancock Balanced R5 1.19 7.80 2.98 17.17 14.89 11.37
State Farm Equity & Bond A Legacy LW 1.58 7.79 3.32 16.59 12.97 11.04
State Farm Equity & Bond A Legacy 1.58 7.79 3.32 16.59 12.97 11.04
RiverNorth Core Opportunity R 0.45 7.79 2.21 16.82 12.32 12.39
Prudential Asset Allocation C 1.33 7.79 2.89 17.05 13.24 11.31
Columbia Balanced Z 1.40 7.78 4.09 17.20 15.28 12.75
Transamerica Partners Balanced 1.31 7.77 3.19 17.17 13.98 12.20
State Farm Equity & Bond A Load Waived 1.60 7.76 3.35 16.65 12.94 11.07
State Farm Equity & Bond A 1.60 7.76 3.35 16.65 12.94 11.07
Manning & Napier Pro-Blend Extnd Term C 0.65 7.76 1.99 15.91 11.92 ---
Federated MDT Balanced A Load Waived 1.41 7.76 2.86 18.37 14.35 10.90
Federated MDT Balanced A 1.41 7.76 2.86 18.37 14.35 10.90
Transamerica Multi-Mgd Balanced A LW 1.39 7.75 3.27 17.05 13.62 14.64
Transamerica Multi-Mgd Balanced A 1.39 7.75 3.27 17.05 13.62 14.64
Hartford Checks and Balances R5 1.44 7.75 3.39 18.25 15.39 11.89
Hartford Balanced HLS IA 1.45 7.75 3.58 16.61 15.34 12.53
Sterling Capital Strategic Allc Bal C 0.76 7.74 2.43 13.93 9.59 8.71
JHancock Balanced I 1.19 7.74 2.98 17.11 14.84 11.37
Prudential Asset Allocation B 1.33 7.72 2.83 17.05 13.23 11.31
Hartford Balanced R4 1.46 7.71 3.70 16.45 14.71 12.06
State Farm Equity & Bond R2 1.52 7.70 3.34 16.48 12.79 10.92
CornerCap Balanced 1.38 7.70 3.12 17.10 12.36 10.41
Columbia Balanced K 1.37 7.69 4.03 17.02 15.10 ---
American Century Balanced Instl 1.35 7.69 2.98 16.72 13.80 11.98
Manning & Napier Strategic Inc Modrt I 0.96 7.68 1.98 14.30 --- ---
George Putnam Balanced M 1.47 7.68 3.46 15.65 13.38 11.00
MainStay Balanced B 1.39 7.66 2.99 16.99 13.81 11.41
LoCorr Spectrum Income A Load Waived -0.11 7.66 2.77 --- --- ---
LoCorr Spectrum Income A -0.11 7.66 2.77 --- --- ---
Hartford Checks and Balances I 1.44 7.66 3.31 18.14 15.39 11.88
Hartford Balanced A Load Waived 1.48 7.65 3.68 16.31 14.65 11.97
Hartford Balanced A 1.48 7.65 3.68 16.31 14.65 11.97
MainStay Balanced C 1.39 7.64 2.96 16.96 13.81 11.41
American Beacon Balanced C 1.15 7.64 2.79 15.44 14.59 ---
JHancock Balanced R4 1.19 7.63 2.93 16.98 14.63 11.07
Fidelity Advisor® Balanced A LW 1.77 7.63 3.83 18.59 14.02 12.30
Fidelity Advisor® Balanced A 1.77 7.63 3.83 18.59 14.02 12.30
Sterling Capital Strategic Allc Bal B 0.76 7.62 2.41 13.87 9.55 8.70
UBS US Allocation A Load Waived 1.68 7.61 3.24 17.94 14.52 12.84
UBS US Allocation A 1.68 7.61 3.24 17.94 14.52 12.84
Columbia Balanced A Load Waived 1.37 7.61 4.02 16.92 14.99 12.47
Columbia Balanced A 1.37 7.61 4.02 16.92 14.99 12.47
Putnam Dynamic Asset Allocation Bal R6 1.42 7.60 2.91 17.85 --- ---
American Funds Income Fund of Amer B 0.79 7.60 2.17 17.13 13.46 12.16
Legg Mason Inv Counsel Social Aware I 1.87 7.58 3.78 17.30 12.81 11.32
Manning & Napier Strategic Inc Modrt S 0.96 7.57 2.01 14.16 --- ---
JHancock Balanced R2 1.14 7.57 2.88 16.88 --- ---
Hartford Balanced HLS IB 1.43 7.57 3.54 16.31 15.05 12.25
American Funds Income Fund of Amer R1 0.78 7.57 2.16 17.08 13.40 12.09
Federated MDT Balanced R 1.41 7.56 2.80 18.02 13.93 10.45
Putnam Dynamic Asset Allocation Bal Y 1.49 7.55 2.96 17.82 14.45 12.91
Putnam Dynamic Asset Allocation Bal R5 1.42 7.55 2.94 17.77 --- ---
Vanguard Balanced Index I 1.59 7.54 3.29 16.40 13.59 12.20
American Century Balanced Inv 1.35 7.54 2.98 16.50 13.56 11.75
Hartford Checks and Balances A LW 1.44 7.53 3.33 17.94 15.12 11.59
Hartford Checks and Balances A 1.44 7.53 3.33 17.94 15.12 11.59
Hartford Checks and Balances R4 1.44 7.52 3.33 17.82 15.06 11.53
Calvert Balanced I 1.04 7.52 3.13 15.84 13.38 11.77
American Funds Income Fund of Amer C 0.79 7.52 2.13 17.03 13.40 12.11
AllianzGI Multi-Asset Real Return P 0.01 7.52 0.68 10.80 --- ---
AllianzGI Multi-Asset Real Return Inst -0.06 7.52 0.68 10.87 --- ---
1789 Growth and Income C 0.15 7.52 1.96 19.36 12.62 ---
JHancock Balanced A Load Waived 1.14 7.51 2.84 16.77 14.42 10.92
JHancock Balanced A 1.14 7.51 2.84 16.77 14.42 10.92
Intrepid Capital Institutional 1.49 7.51 2.91 14.56 12.35 ---
American Funds Income Fund of Amer R2 0.79 7.51 2.17 17.07 13.40 12.09
State Farm Equity & Bond R1 1.52 7.50 3.25 16.27 12.59 10.69
George Putnam Balanced C 1.46 7.50 3.43 15.41 13.12 10.72
American Funds Income Fund of Amer 529B 0.78 7.50 2.13 16.98 13.32 12.02
Vanguard Balanced Index Signal 1.58 7.49 3.28 16.39 13.59 12.17
Vanguard Balanced Index Adm 1.56 7.49 3.26 16.40 13.58 12.17
Fidelity Advisor® Balanced T 1.76 7.49 3.79 18.33 13.77 12.06
American Funds Income Fund of Amer 529C 0.78 7.49 2.14 17.01 13.31 12.03
Columbia Balanced R 1.37 7.48 3.98 16.67 14.74 ---
State Farm Equity & Bond B Legacy 1.58 7.46 3.31 16.08 12.52 10.62
George Putnam Balanced B 1.47 7.45 3.38 15.38 13.11 10.71
Perkins Value Plus Income I 1.09 7.44 1.97 13.60 12.13 ---
Hartford Balanced R3 1.41 7.44 3.59 16.06 14.38 11.72
Columbia Flexible Capital Income R5 0.78 7.44 2.45 14.67 --- ---
Columbia Flexible Capital Income I 0.79 7.44 2.41 14.74 15.08 ---
Vanguard Balanced Index Inv 1.59 7.43 3.26 16.24 13.42 12.01
Hilton Yield Plus Institutional 1.23 7.43 3.95 --- --- ---
Legg Mason Inv Counsel Social Aware A LW 1.87 7.42 3.72 16.99 12.50 11.03
Legg Mason Inv Counsel Social Aware A 1.87 7.42 3.72 16.99 12.50 11.03
Columbia Flexible Capital Income Z 0.79 7.42 2.47 14.59 14.97 ---
MassMutual Premier Balanced R5 1.30 7.40 3.12 16.69 13.35 11.73
State Farm Equity & Bond B 1.50 7.39 3.20 15.99 12.25 10.38
Hennessy Equity and Income Institutional 1.36 7.39 2.94 14.75 12.62 12.58
AllianzGI Multi-Asset Real Return D -0.06 7.39 0.62 10.64 --- ---
JHancock Balanced R3 1.14 7.38 2.83 16.50 14.19 10.70
Dunham Appreciation & Income N 1.94 7.38 3.46 17.22 10.96 11.24
Putnam Dynamic Asset Allocation Bal A LW 1.42 7.36 2.90 17.49 14.14 12.62
Putnam Dynamic Asset Allocation Bal A 1.42 7.36 2.90 17.49 14.14 12.62
Columbia Flexible Capital Income R4 0.78 7.36 2.37 14.58 --- ---
Lord Abbett Multi-Asset Balanced Opp I 1.12 7.35 2.16 16.51 13.98 11.46
Hartford Checks and Balances R3 1.44 7.35 3.25 17.59 14.72 11.21
Perkins Value Plus Income T 1.03 7.34 1.88 13.38 11.91 ---
AllianzGI Multi-Asset Real Return A LW -0.06 7.33 0.62 10.64 --- ---
AllianzGI Multi-Asset Real Return A -0.06 7.33 0.62 10.64 --- ---
Intrepid Capital 1.49 7.30 2.93 14.29 12.07 11.67
Lord Abbett Multi-Asset Balanced Opp F 1.10 7.29 2.21 16.49 13.87 11.35
Perkins Value Plus Income S 1.05 7.28 1.86 13.20 11.70 ---
Calvert Balanced Y 0.99 7.27 3.03 15.44 --- ---
USAA First Start Growth 0.79 7.26 2.33 17.19 13.12 12.52
Perkins Value Plus Income D 0.98 7.26 1.93 13.44 11.94 ---
JHancock Balanced R1 1.09 7.26 2.80 16.36 14.06 10.59
Transamerica Multi-Mgd Balanced C 1.29 7.24 3.03 16.25 12.92 13.97
Perkins Value Plus Income A Load Waived 0.95 7.22 1.87 13.25 11.81 ---
Perkins Value Plus Income A 0.95 7.22 1.87 13.25 11.81 ---
Nuveen Strategy Growth Allocation I 1.04 7.21 3.20 18.54 13.30 11.68
MassMutual Premier Balanced Svc 1.26 7.20 3.09 16.44 13.19 11.54
MassMutual Premier Balanced Adm 1.30 7.20 3.03 16.33 13.01 11.37
Hilton Yield Plus Investor 1.23 7.19 3.87 --- --- ---
Dunham Appreciation & Income A LW 1.85 7.19 3.37 16.96 10.68 10.94
Dunham Appreciation & Income A 1.85 7.19 3.37 16.96 10.68 10.94
Columbia Flexible Capital Income A LW 0.71 7.19 2.41 14.30 14.68 ---
Columbia Flexible Capital Income A 0.71 7.19 2.41 14.30 14.68 ---
Hennessy Equity and Income Investor 1.35 7.18 2.84 14.44 12.33 12.32
Federated MDT Balanced C 1.31 7.18 2.59 17.43 13.49 10.07
Lord Abbett Multi-Asset Balanced Opp A 1.15 7.17 2.16 16.29 13.68 11.17
Lord Abbett Multi-Asset Balanced Op A LW 1.15 7.17 2.16 16.29 13.68 11.17
Columbia Flexible Capital Income W 0.71 7.16 2.31 14.25 14.67 ---
Putnam Dynamic Asset Allocation Bal R 1.36 7.14 2.79 17.17 13.84 12.32
Hartford Balanced C 1.43 7.14 3.51 15.57 13.83 11.18
Fidelity Advisor® Balanced C 1.68 7.14 3.62 17.68 13.14 11.46
Calvert Balanced A Load Waived 0.96 7.13 2.96 15.24 12.81 11.21
Calvert Balanced A 0.96 7.13 2.96 15.24 12.81 11.21
Columbia Balanced C 1.32 7.12 3.84 16.03 14.15 11.62
Alger Balanced I-2 1.12 7.12 3.29 16.40 9.66 9.22
LoCorr Spectrum Income C -0.17 7.10 2.59 --- --- ---
Nuveen Strategy Balanced Allc I 0.92 7.09 2.85 16.60 11.73 10.78
Columbia Balanced B 1.32 7.09 3.81 16.04 14.13 11.63
Hartford Checks and Balances C 1.36 7.08 3.16 17.06 14.29 10.76
Nuveen Strategy Growth Allocation A LW 0.97 7.07 3.14 18.25 13.04 11.41
Nuveen Strategy Growth Allocation A 0.97 7.07 3.14 18.25 13.04 11.41
UBS US Allocation C 1.64 7.06 3.04 17.06 13.66 11.99
Transamerica Multi-Mgd Balanced B 1.28 7.06 2.99 16.01 12.62 13.69
Fidelity Advisor® Balanced B 1.67 7.05 3.61 17.62 13.08 11.38
Vanguard STAR Inv 1.12 7.03 2.56 16.85 13.51 11.49
MassMutual Premier Balanced A LW 1.25 7.03 3.03 16.03 12.77 11.10
MassMutual Premier Balanced A 1.25 7.03 3.03 16.03 12.77 11.10
Virtus Tactical Allocation A LW 0.10 7.00 2.31 18.18 12.68 10.99
Virtus Tactical Allocation A 0.10 7.00 2.31 18.18 12.68 10.99
QS Legg Mason Dynamic Multi-Strategy A 1.17 7.00 2.82 16.91 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 1.17 7.00 2.82 16.91 --- ---
JHancock Balanced C 1.09 6.99 2.67 15.93 13.63 10.16
JHancock Balanced B 1.09 6.99 2.67 15.94 13.61 10.16
Putnam Dynamic Asset Allocation Bal M 1.29 6.98 2.71 16.89 13.57 12.04
Hartford Balanced B 1.39 6.98 3.41 15.31 13.66 11.02
Lord Abbett Multi-Asset Balanced Opp P 1.04 6.97 2.10 16.00 13.47 10.98
Columbia Flexible Capital Income R 0.71 6.97 2.34 14.00 14.37 ---
Hartford Checks and Balances B 1.28 6.95 3.06 16.91 14.17 10.69
Nuveen Strategy Balanced Allc A LW 0.92 6.94 2.69 16.28 11.47 10.51
Nuveen Strategy Balanced Allc A 0.92 6.94 2.69 16.28 11.47 10.51
Lord Abbett Multi-Asset Balanced Opp R3 1.04 6.93 2.08 15.92 13.40 10.91
SEI Aggressive Strategy A (SAAT) 1.04 6.92 2.80 17.41 14.22 12.29
Nuveen Strategy Growth Allocation R3 0.99 6.92 3.10 17.90 12.75 11.13
Legg Mason Inv Counsel Social Aware C 1.81 6.90 3.52 16.13 11.72 10.32
Lord Abbett Multi-Asset Balanced Opp R2 1.07 6.89 2.08 15.86 13.30 10.87
Invesco Moderate Allocation R5 0.69 6.89 2.05 13.67 10.60 10.49
Vanguard LifeStrategy Moderate Gr Inv 1.12 6.87 2.65 15.40 11.72 10.59
Invesco Moderate Allocation Y 0.69 6.87 2.04 13.55 10.58 10.49
USAA Cornerstone Moderately Agrsv 0.38 6.86 2.34 14.05 9.23 9.82
AllianzGI Multi-Asset Real Return C -0.12 6.84 0.44 9.83 --- ---
Frost Moderate Allocation Instl 0.86 6.83 2.59 15.75 11.18 9.65
Cavanal Hill Balanced I 1.27 6.83 2.69 14.39 11.48 10.97
American Funds American Balanced R6 1.85 6.83 3.05 18.18 15.64 13.53
Buffalo Flexible Income 1.00 6.82 2.73 13.06 13.30 12.80
BMO Growth Balanced R-6 1.18 6.82 --- --- --- ---
MFS® Total Return R5 0.92 6.81 2.52 16.09 --- ---
SEI Aggressive Strategy I (SAAT) 0.99 6.80 2.72 17.08 13.95 12.03
Invesco Moderate Allocation S 0.70 6.80 2.08 13.49 10.44 ---
American Funds American Balanced R5 1.85 6.80 3.03 18.16 15.57 13.49
Nuveen Strategy Balanced Allc R3 0.93 6.79 2.65 16.05 11.19 10.22
Calamos Growth & Income I 2.05 6.78 3.57 16.99 10.57 10.92
American Funds American Balanced F2 1.85 6.78 3.07 18.11 15.52 13.43
Putnam Dynamic Asset Allocation Bal C 1.31 6.77 2.64 16.57 13.27 11.77
Putnam Dynamic Asset Allocation Bal B 1.29 6.77 2.65 16.53 13.29 11.77
MFS® Total Return I 0.91 6.76 2.55 15.99 13.31 11.02
Voya Solution Balanced I 1.41 6.75 2.89 15.98 12.61 10.85
JPMorgan Diversified Instl 1.22 6.74 2.90 16.85 14.11 12.14
Columbia Flexible Capital Income C 0.71 6.74 2.23 13.52 13.84 ---
Jamestown Balanced 1.33 6.73 3.37 17.49 14.47 11.25
Cavanal Hill Balanced A Load Waived 1.28 6.72 2.64 14.08 11.21 ---
Cavanal Hill Balanced A 1.28 6.72 2.64 14.08 11.21 ---
Perkins Value Plus Income C 0.99 6.71 1.72 12.46 11.13 ---
American Funds American Balanced 529F 1.82 6.71 3.01 17.97 15.42 13.34
MFS® Total Return R4 0.85 6.70 2.49 15.91 13.30 11.01
WesMark Balanced 1.18 6.69 2.15 15.23 11.21 10.40
Voya Strategic Allocation Moderate I 1.23 6.69 2.66 15.98 12.75 10.95
Dunham Appreciation & Income C 1.78 6.68 3.23 16.10 9.87 10.12
Sit Balanced 1.90 6.66 3.99 16.66 12.53 10.95
Invesco Moderate Allocation A LW 0.70 6.66 1.98 13.28 10.33 10.21
Invesco Moderate Allocation A 0.70 6.66 1.98 13.28 10.33 10.21
American Funds College 2024 529F1 1.00 6.66 1.84 15.68 --- ---
Virtus Balanced A Load Waived 0.06 6.65 2.10 17.09 11.72 10.81
Virtus Balanced A 0.06 6.65 2.10 17.09 11.72 10.81
Frost Moderate Allocation A Load Waived 0.86 6.65 2.53 15.42 10.89 9.34
Frost Moderate Allocation A 0.86 6.65 2.53 15.42 10.89 9.34
Pax World Balanced Instl 1.22 6.64 3.10 15.62 11.69 10.10
Lord Abbett Multi-Asset Balanced Opp B 1.02 6.64 1.90 15.35 12.84 10.36
Cavanal Hill Balanced Inv 1.20 6.64 2.56 14.06 11.20 10.70
JHancock Lifestyle II Balanced 1 1.04 6.63 2.42 --- --- ---
American Funds American Balanced A LW 1.85 6.63 3.01 17.88 15.27 13.18
American Funds American Balanced A 1.85 6.63 3.01 17.88 15.27 13.18
JHancock Lifestyle II Balanced R6 1.04 6.62 2.41 --- --- ---
Calvert Balanced C 0.92 6.62 2.81 14.36 11.91 10.29
American Funds American Balanced R4 1.86 6.62 2.96 17.81 15.25 13.15
Lord Abbett Multi-Asset Balanced Opp C 1.03 6.61 1.92 15.38 12.87 10.37
JPMorgan Diversified Sel 1.22 6.61 2.90 16.65 13.83 11.88
JPMorgan Investor Growth & Income Sel 1.30 6.60 3.14 17.27 14.01 11.67
Nuveen Strategy Growth Allocation C 1.00 6.59 2.99 17.37 12.21 10.59
MFS® Total Return A Load Waived 0.86 6.59 2.47 15.69 13.02 10.72
MFS® Total Return A 0.86 6.59 2.47 15.69 13.02 10.72
Calamos Growth & Income A Load Waived 2.02 6.59 3.50 16.65 10.30 10.64
Calamos Growth & Income A 2.02 6.59 3.50 16.65 10.30 10.64
AllianceBern Balance Wealth Strat Adv 0.77 6.59 2.13 15.49 10.96 9.89
Voya Strategic Allocation Moderate S 1.24 6.58 2.67 15.72 12.47 10.68
Voya Balanced I 1.17 6.58 2.73 16.02 12.60 11.22
MFS® Total Return R3 0.86 6.58 2.46 15.68 13.01 10.75
American Funds College 2024 529-A LW 1.00 6.58 1.76 15.49 --- ---
American Funds College 2024 529-A 1.00 6.58 1.76 15.49 --- ---
Voya Retirement Moderate Growth I 1.19 6.57 2.69 15.47 12.25 10.51
Osterweis Strategic Investment 1.21 6.57 1.53 16.95 16.61 ---
American Funds College 2027 529F1 1.04 6.57 2.01 17.88 --- ---
American Funds American Balanced F1 1.82 6.57 2.96 17.79 15.24 13.15
American Funds American Balanced 529A LW 1.82 6.55 2.95 17.75 15.18 13.09
American Funds American Balanced 529A 1.82 6.55 2.95 17.75 15.18 13.09
American Century Strat Allc: Mod Instl 1.19 6.55 2.82 15.29 12.17 11.09
Voya Solution Balanced S 1.38 6.54 2.80 15.68 12.36 10.60
American Century One Choice® Mod Inv 1.19 6.54 2.72 15.57 12.40 11.22
AllianceBern Balance Wealth Strat I 0.70 6.54 2.06 15.37 10.93 9.85
MFS® Total Return 529A Load Waived 0.86 6.52 2.46 15.60 12.98 10.64
MFS® Total Return 529A 0.86 6.52 2.46 15.60 12.98 10.64
Pax World Balanced Individual Inv 1.19 6.51 3.01 15.33 11.41 9.83
American Funds College 2027 529-A LW 0.96 6.50 1.94 17.67 --- ---
American Funds College 2027 529-A 0.96 6.50 1.94 17.67 --- ---
Legg Mason Inv Counsel Social Aware B 1.74 6.49 3.39 15.60 11.24 10.01
American Century Strat Allc: Mod R6 1.06 6.48 2.72 15.31 --- ---
Sextant Core 0.88 6.47 1.77 13.55 8.56 8.34
Invesco Moderate Allocation R 0.62 6.46 1.92 13.04 10.05 9.93
JPMorgan Diversified A Load Waived 1.22 6.45 2.85 16.37 13.56 11.60
JPMorgan Diversified A 1.22 6.45 2.85 16.37 13.56 11.60
WOA All Asset I Class I 0.09 6.44 0.78 16.83 --- ---
Voya Solution Balanced S2 1.33 6.42 2.76 15.49 12.18 ---
Voya Balanced S 1.18 6.42 2.67 15.74 12.31 10.92
Mairs & Power Balanced Inv 0.96 6.42 2.32 15.52 15.59 13.41
JPMorgan Investor Growth & Income A LW 1.28 6.40 3.04 16.98 13.71 11.40
JPMorgan Investor Growth & Income A 1.28 6.40 3.04 16.98 13.71 11.40
Capital Guardian Core Balanced Instl 2.21 6.40 3.50 --- --- ---
Calamos Growth & Income R 2.01 6.40 3.44 16.39 10.01 10.37
Virtus Tactical Allocation B 0.00 6.39 1.97 17.16 11.82 10.15
Timothy Plan Growth & Income A LW 1.43 6.39 2.72 --- --- ---
Timothy Plan Growth & Income A 1.43 6.39 2.72 --- --- ---
MFS® Total Return R2 0.87 6.39 2.37 15.39 12.74 10.47
Janus Balanced N 1.05 6.39 2.26 16.26 --- ---
AllianceBern Balance Wealth Strat A LW 0.77 6.39 2.07 15.11 10.63 9.56
AllianceBern Balance Wealth Strat A 0.77 6.39 2.07 15.11 10.63 9.56
Timothy Plan Growth & Income I 1.43 6.38 2.81 --- --- ---
SEI Aggressive Strategy D (SAAT) 0.97 6.38 2.60 16.51 13.35 ---
New Century Balanced 1.13 6.38 2.97 15.39 11.51 10.18
American Funds American Balanced 529E 1.82 6.38 2.89 17.47 14.89 12.80
Virtus Tactical Allocation C 0.00 6.36 1.98 17.05 11.79 10.13
Nuveen Strategy Balanced Allc C 0.85 6.36 2.54 15.43 10.64 9.67
HSBC World Selection Balanced Strat A LW 0.77 6.36 2.27 15.89 11.30 10.74
HSBC World Selection Balanced Strat A 0.77 6.36 2.27 15.89 11.30 10.74
Principal SAM Balanced Inst 1.18 6.35 2.79 15.75 12.90 11.68
American Funds American Balanced R3 1.78 6.35 2.86 17.43 14.88 12.80
Voya Solution Balanced A 1.31 6.34 2.75 15.35 12.05 10.17
T. Rowe Price Personal Strat Balanced 0.83 6.34 2.32 16.78 13.42 12.08
Fidelity Asset Manager® 70% 0.97 6.34 2.30 16.88 13.36 11.98
Fidelity Advisor Asset Manager® 70% I 0.97 6.33 2.30 16.83 13.31 11.94
Calamos Growth & Income B 1.96 6.33 3.37 16.31 9.87 10.06
American Funds College 2024 529-E 0.92 6.33 1.68 15.12 --- ---
Pax World Balanced R 1.18 6.32 2.97 15.05 11.14 9.57
Janus Aspen Balanced Instl 1.08 6.32 2.26 16.17 14.23 11.43
Calvert Balanced B 0.86 6.32 2.68 13.90 11.59 10.04
Janus Balanced I 1.05 6.31 2.24 16.15 13.91 11.11
Voya Retirement Moderate Growth A 1.11 6.30 2.60 15.05 11.82 10.07
QS Legg Mason Lifestyle Allocation 70% I 1.04 6.30 2.75 17.06 14.83 12.69
Janus Balanced D 1.05 6.28 2.23 16.05 13.84 11.02
American Funds College 2027 529-E 0.96 6.26 1.87 17.27 --- ---
AllianceBern Balance Wealth Strat K 0.71 6.26 2.00 14.99 10.54 9.49
T. Rowe Price Balanced 0.83 6.24 2.17 16.81 13.63 11.87
New Covenant Balanced Growth 1.45 6.24 3.53 15.33 11.74 10.14
Touchstone Balanced Allocation Instl 0.93 6.23 2.29 14.01 10.91 9.76
Principal SAM Balanced R5 1.18 6.23 2.73 15.49 12.61 11.39
Janus Balanced T 1.02 6.21 2.17 15.97 13.72 10.92
Touchstone Balanced Allocation Y 1.01 6.20 2.35 14.03 10.89 9.73
AllianzGI Income & Growth Institutional 1.39 6.20 2.28 15.46 13.40 12.82
USAA Cornerstone Moderate 0.32 6.19 1.85 12.80 9.41 10.15
QS Legg Mason Lifestyle Allocation A LW 1.09 6.19 2.72 16.88 14.61 12.43
QS Legg Mason Lifestyle Allocation 70% A 1.09 6.19 2.72 16.88 14.61 12.43
JHancock Lifestyle Balanced 1 1.07 6.19 2.49 15.12 12.31 11.21
Fidelity Asset Manager® 60% 0.94 6.19 2.07 15.32 11.94 10.95
Tributary Balanced Instl Plus 2.35 6.18 3.01 18.07 --- ---
Virtus Balanced C 0.00 6.17 1.93 16.21 10.87 9.98
American Funds Balanced Portfolio R6 1.21 6.17 2.14 16.43 --- ---
American Century Strat Allc: Mod Inv 1.06 6.17 2.63 14.91 11.90 10.84
Principal SAM Balanced J 1.20 6.16 2.70 15.43 12.54 11.25
Principal SAM Balanced A Load Waived 1.16 6.16 2.68 15.39 12.53 11.29
Principal SAM Balanced A 1.16 6.16 2.68 15.39 12.53 11.29
Janus Balanced A Load Waived 1.02 6.16 2.18 15.82 13.58 10.80
Janus Balanced A 1.02 6.16 2.18 15.82 13.58 10.80
Thrivent Moderate Allocation I 1.13 6.15 2.44 14.39 11.65 10.69
Invesco Moderate Allocation C 0.62 6.15 1.80 12.45 9.49 9.38
BNY Mellon Asset Allocation M 1.32 6.15 2.97 15.98 10.61 9.43
JHancock Lifestyle Balanced R6 1.00 6.14 2.50 15.15 --- ---
JHancock Lifestyle Balanced 5 1.00 6.14 2.50 15.18 12.37 11.27
Invesco Moderate Allocation B 0.62 6.14 1.80 12.44 9.51 9.40
American Funds Balanced Portfolio R5 1.21 6.14 2.12 16.38 --- ---
AllianzGI Income & Growth P 1.40 6.14 2.29 15.33 13.29 12.70
Virtus Balanced B 0.00 6.13 1.91 16.20 10.87 9.97
JHancock Lifestyle Balanced R5 1.06 6.13 2.53 15.06 12.24 11.14
American Funds Balanced Portfolio F2 1.13 6.13 2.12 16.34 --- ---
Sentinel Balanced I 1.23 6.11 3.18 15.43 13.75 11.93
Schwab Balanced 1.78 6.11 3.34 15.31 12.68 11.05
Victory Balanced I 1.30 6.10 3.28 14.85 14.30 10.97
Principal SAM Balanced R4 1.12 6.10 2.64 15.29 12.49 11.27
Delaware Foundation Moderate Allc I 0.54 6.10 2.18 14.50 10.85 10.39
Fidelity Advisor Asset Manager® 70% A LW 0.93 6.09 2.21 16.50 12.98 11.61
Fidelity Advisor Asset Manager® 70% A 0.93 6.09 2.21 16.50 12.98 11.61
Fidelity Advisor Asset Manager® 60% I 0.94 6.09 1.98 15.20 11.83 10.89
American Funds American Balanced B 1.78 6.09 2.82 17.00 14.42 12.33
American Funds American Balanced R1 1.79 6.08 2.79 16.94 14.38 12.31
MFS® Total Return R1 0.79 6.07 2.27 14.77 12.17 9.91
American Funds American Balanced C 1.75 6.07 2.79 16.91 14.37 12.28
JPMorgan Diversified C 1.17 6.06 2.69 15.73 12.98 11.03
Janus Balanced S 1.02 6.06 2.12 15.67 13.45 10.65
Calamos Growth & Income C 1.93 6.06 3.29 15.78 9.46 9.82
American Century Strat Allc: Mod A LW 1.06 6.06 2.57 14.82 11.65 10.58
American Century Strat Allc: Mod A 1.06 6.06 2.57 14.82 11.65 10.58
MFS® Total Return B 0.79 6.05 2.26 14.79 12.17 9.92
ESG Managers® Balanced Port Inst 1.10 6.05 2.51 14.82 11.64 ---
American Funds American Balanced R2 1.75 6.05 2.75 16.98 14.42 12.33
JHancock Lifestyle Balanced R4 1.06 6.04 2.48 14.86 12.00 10.87
Dreyfus Balanced Opportunity J 1.84 6.04 3.14 16.12 14.09 11.56
Dreyfus Balanced Opportunity I 1.84 6.04 3.14 16.10 14.14 11.65
AllianceBern Balance Wealth Strat R 0.64 6.04 1.94 14.64 10.20 9.15
MFS® Total Return C 0.84 6.03 2.25 14.80 12.18 9.91
JPMorgan Diversified B 1.16 6.03 2.71 15.72 12.97 11.04
First Investors Total Return Instl 1.56 6.03 3.03 15.20 --- ---
JPMorgan Investor Balanced Select 1.05 6.02 2.60 14.44 11.21 9.71
American Funds Balanced Portfolio 529F1 1.13 6.02 2.03 16.18 --- ---
American Funds American Balanced 529B 1.78 6.02 2.74 16.82 14.27 12.20
American Century Strat Allc: Mod R 1.07 6.01 2.51 14.47 11.39 10.28
Touchstone Balanced Allocation A LW 0.93 6.00 2.22 13.68 10.61 9.46
Touchstone Balanced Allocation A 0.93 6.00 2.22 13.68 10.61 9.46
RidgeWorth Moderate Allocation Strat I 1.22 6.00 2.28 14.80 10.68 9.56
Oppenheimer Moderate Inv Y 1.00 6.00 2.58 15.15 10.83 10.36
MFS® Total Return 529C 0.77 6.00 2.24 14.75 12.11 9.83
JPMorgan Investor Growth & Income B 1.23 5.99 2.90 16.34 13.10 10.78
Compass EMP Multi-Asset Growth A LW 0.72 5.99 2.36 18.98 7.00 6.89
Compass EMP Multi-Asset Growth A 0.72 5.99 2.36 18.98 7.00 6.89
American Funds College 2024 529-C 0.92 5.99 1.60 14.61 --- ---
American Funds College 2024 529-B 0.92 5.99 1.60 14.62 --- ---
Tributary Balanced Instl 2.34 5.98 2.95 17.83 12.94 13.86
Russell LifePoints Balanced Strategy R1 0.87 5.98 1.89 13.87 10.07 9.79
Dreyfus Balanced Opportunity Z 1.81 5.98 3.07 15.99 13.90 11.40
American Funds American Balanced 529C 1.74 5.98 2.76 16.83 14.29 12.21
VALIC Company II Moderate Gr Lifestyle 1.17 5.97 2.56 16.05 12.65 11.93
American Funds Balanced Portfolio A LW 1.13 5.97 2.00 16.09 --- ---
American Funds Balanced Portfolio A 1.13 5.97 2.00 16.09 --- ---
JPMorgan Investor Growth & Income C 1.19 5.96 2.85 16.31 13.10 10.79
Principal SAM Balanced R3 1.12 5.95 2.60 15.11 12.28 11.07
MFS® Total Return 529B 0.78 5.95 2.19 14.73 12.12 9.83
First Investors Total Return Adv 1.56 5.95 3.08 14.97 --- ---
Fidelity Advisor Asset Manager® 70% T 0.93 5.95 2.11 16.22 12.70 11.34
American Funds Balanced Portfolio R4 1.13 5.95 1.98 16.05 --- ---
RidgeWorth Moderate Allocation Strat A 1.22 5.93 2.20 14.63 10.46 9.31
RidgeWorth Moderate Allocation Stra A LW 1.22 5.93 2.20 14.63 10.46 9.31
Fidelity Advisor Asset Manager® 60% A LW 0.94 5.93 1.99 14.92 11.59 10.64
Fidelity Advisor Asset Manager® 60% A 0.94 5.93 1.99 14.92 11.59 10.64
BNY Mellon Asset Allocation Inv 1.27 5.93 2.87 15.66 10.33 9.14
American Funds Balanced Portfolio F1 1.13 5.93 1.98 16.00 --- ---
American Funds Balanced Portfolio 529A 1.13 5.93 1.98 15.99 --- ---
American Funds Balanced Portfolio 529 LW 1.13 5.93 1.98 15.99 --- ---
AllianzGI Income & Growth A Load Waived 1.39 5.93 2.22 15.00 12.99 12.42
AllianzGI Income & Growth A 1.39 5.93 2.22 15.00 12.99 12.42
Thrivent Moderate Allocation A LW 1.06 5.92 2.29 13.99 11.27 10.30
Thrivent Moderate Allocation A 1.06 5.92 2.29 13.99 11.27 10.30
American Funds College 2027 529-B 0.97 5.92 1.71 16.67 --- ---
Russell LifePoints Balanced Strategy S 0.79 5.91 1.85 13.75 9.90 9.66
JHancock Lifestyle Balanced A LW 1.00 5.91 2.39 14.70 11.83 10.74
JHancock Lifestyle Balanced A 1.00 5.91 2.39 14.70 11.83 10.74
Prudential Moderate Allocation Z 1.10 5.90 2.70 14.36 11.51 10.59
HSBC World Selection Balanced Strat B 0.77 5.90 2.13 15.12 10.50 9.93
Capital Guardian Core Balanced Investor 2.12 5.90 3.12 --- --- ---
AllianzGI Income & Growth D 1.39 5.90 2.21 15.12 13.03 12.41
Victory Balanced A Load Waived 1.28 5.89 3.22 14.56 13.98 10.53
Victory Balanced A 1.28 5.89 3.22 14.56 13.98 10.53
Sentinel Balanced A Load Waived 1.22 5.89 3.10 15.13 13.57 11.78
Sentinel Balanced A 1.22 5.89 3.10 15.13 13.57 11.78
HSBC World Selection Balanced Strat C 0.77 5.89 2.13 15.10 10.49 9.92
Wells Fargo Advantage Growth Balanced Ad 1.25 5.88 2.82 16.39 15.27 12.80
Pioneer Ibbotson Moderate Allocation Y 1.00 5.88 2.33 14.65 11.11 10.08
Principal SAM Balanced R2 1.12 5.87 2.55 14.91 12.08 10.85
ESG Managers® Balanced Port A LW 1.01 5.87 2.49 14.56 11.37 ---
ESG Managers® Balanced Port A 1.01 5.87 2.49 14.56 11.37 ---
JHancock Lifestyle Balanced R2 1.00 5.86 2.36 14.56 --- ---
Janus Balanced R 0.99 5.86 2.07 15.39 13.16 10.37
Dreyfus Balanced Opportunity A LW 1.80 5.86 3.06 15.82 13.87 11.35
Dreyfus Balanced Opportunity A 1.80 5.86 3.06 15.82 13.87 11.35
American Funds College 2027 529-C 0.89 5.84 1.71 16.73 --- ---
AllianceBern Balance Wealth Strat B 0.64 5.84 1.87 14.30 9.84 8.75
Timothy Plan Growth & Income C 1.35 5.83 2.55 --- --- ---
JPMorgan Investor Balanced A LW 1.05 5.83 2.47 14.11 10.93 9.42
JPMorgan Investor Balanced A 1.05 5.83 2.47 14.11 10.93 9.42
Fidelity Asset Manager® 50% 0.88 5.83 1.87 13.67 10.56 10.15
AllianceBern Balance Wealth Strat C 0.64 5.83 1.87 14.29 9.84 8.77
Great-West Moderate Profile II Init 0.84 5.81 1.97 14.03 11.74 10.11
Delaware Foundation Moderate Allc B 0.46 5.81 2.04 14.11 10.14 9.50
Delaware Foundation Moderate Allc A LW 0.46 5.81 2.04 14.12 10.56 10.12
Delaware Foundation Moderate Allc A 0.46 5.81 2.04 14.12 10.56 10.12
Russell LifePoints Balanced Strategy R2 0.80 5.80 1.84 13.66 9.81 9.51
Compass EMP Multi-Asset Growth T 0.73 5.80 2.22 18.65 6.71 ---
Nationwide HighMark Balanced Instl 1.21 5.79 2.57 --- --- ---
Ascendant Balanced I 1.14 5.77 2.04 14.32 --- ---
Victory Balanced R 1.26 5.76 3.21 14.32 13.66 10.16
Thrivent Balanced Income Plus I 1.04 5.76 2.39 13.91 13.47 12.20
Nationwide HighMark Balanced InSvc 1.21 5.76 2.58 12.96 11.62 10.54
Fidelity Advisor Asset Manager® 50% I 0.88 5.76 1.87 13.58 10.50 10.11
Oppenheimer Moderate Inv A Load Waived 0.91 5.74 2.50 14.80 10.57 10.06
Oppenheimer Moderate Inv A 0.91 5.74 2.50 14.80 10.57 10.06
American Funds Balanced Portfolio 529E 1.14 5.74 1.92 15.69 --- ---
First Investors Total Return A LW 1.51 5.73 2.92 14.75 14.12 12.16
First Investors Total Return A 1.51 5.73 2.92 14.75 14.12 12.16
Wells Fargo Advantage Growth Balanced A 1.25 5.72 2.76 16.09 14.98 12.52
Wells Fargo Advantage Growth Balanc A LW 1.25 5.72 2.76 16.09 14.98 12.52
American Funds Balanced Portfolio R3 1.14 5.72 1.91 15.69 --- ---
Principal SAM Balanced R1 1.12 5.70 2.52 14.73 11.92 10.71
Pioneer Ibbotson Moderate Allocation A 0.93 5.70 2.28 14.30 10.76 9.71
Pioneer Ibbotson Moderate Allocatio A LW 0.93 5.70 2.28 14.30 10.76 9.71
Great-West SecureFoundation® Bal ETF A 1.17 5.70 2.37 14.24 --- ---
Great-West SecureFoundation® Bal ET A LW 1.17 5.70 2.37 14.24 --- ---
Delaware Foundation Moderate Allc R 0.46 5.70 1.98 13.85 10.28 9.82
AllianzGI Income & Growth R 1.37 5.70 2.11 14.79 12.74 ---
Prudential Moderate Allocation A LW 1.10 5.69 2.63 14.03 11.23 10.32
Prudential Moderate Allocation A 1.10 5.69 2.63 14.03 11.23 10.32
JHancock Lifestyle Balanced R3 1.00 5.69 2.32 14.42 11.57 10.47
Great-West Moderate Profile I Init 0.82 5.69 1.88 13.73 11.56 9.94
Fidelity Advisor Asset Manager® 60% T 0.86 5.68 1.91 14.63 11.31 10.35
Russell LifePoints Balanced Strategy A 0.80 5.67 1.81 13.49 9.63 9.38
Russell LifePoints Balanced Strateg A LW 0.80 5.67 1.81 13.49 9.63 9.38
QS Legg Mason Lifestyle Allocation 70% C 0.96 5.67 2.51 16.01 13.81 11.77
Great-West Moderate Profile II L 0.81 5.66 1.91 13.70 11.48 ---
Dreyfus Growth Allocation 1.19 5.66 2.58 16.45 12.55 ---
Madison Moderate Allocation A LW 1.23 5.65 2.41 14.42 11.01 9.54
Madison Moderate Allocation A 1.23 5.65 2.41 14.42 11.01 9.54
JHancock Lifestyle Balanced R1 1.00 5.65 2.29 14.23 11.44 10.32
Russell LifePoints Balanced Strategy E 0.80 5.64 1.80 13.42 9.63 9.37
Fidelity Advisor Asset Manager® 50% A LW 0.88 5.63 1.80 13.37 10.23 9.82
Fidelity Advisor Asset Manager® 50% A 0.88 5.63 1.80 13.37 10.23 9.82
American Century Strat Allc: Mod B 1.07 5.63 2.43 13.90 10.83 9.76
Janus Balanced C 0.96 5.62 1.97 14.96 12.72 9.98
Fidelity Advisor Asset Manager® 70% C 0.89 5.62 2.03 15.65 12.16 10.81
American Century Strat Allc: Mod C 1.07 5.62 2.29 13.87 10.81 9.74
Columbia Capital Allocation Mod Agrsv Y 1.31 5.61 3.01 15.71 --- ---
VALIC Company I Asset Allocation 0.39 5.60 2.13 15.47 12.46 11.51
Principal SAM Balanced C 1.12 5.59 2.46 14.54 11.68 10.46
Russell LifePoints Balanced Strategy R3 0.72 5.58 1.77 13.32 9.52 9.24
Oppenheimer Moderate Inv R 0.92 5.58 2.43 14.48 10.30 9.77
Nationwide HighMark Balanced A LW 1.21 5.58 2.53 12.72 11.36 10.27
Nationwide HighMark Balanced A 1.21 5.58 2.53 12.72 11.36 10.27
Great-West SecureFoundation® Balanced G1 1.14 5.58 2.26 13.99 11.58 ---
Great-West SecureFoundation® Balanced G 1.15 5.58 2.24 14.05 11.70 ---
Prudential Moderate Allocation R 1.11 5.57 2.64 13.80 10.91 10.04
Principal SAM Balanced B 1.10 5.57 2.49 14.46 11.59 10.38
Columbia Capital Allocation Mod Agrsv R5 1.29 5.57 3.02 15.54 --- ---
Ascendant Balanced A Load Waived 1.15 5.57 1.97 14.04 --- ---
Ascendant Balanced A 1.15 5.57 1.97 14.04 --- ---
Rainier Balanced Institutional 1.83 5.56 3.70 16.59 11.78 10.31
PNC Balanced Allocation I 0.82 5.56 1.94 14.18 12.24 10.54
Fidelity Advisor Asset Manager® 70% B 0.88 5.56 2.01 15.55 12.07 10.72
Columbia Capital Allocation Moderate Y 1.10 5.56 2.50 13.69 --- ---
BlackRock Growth Prepared Instl 1.02 5.56 3.05 18.66 14.91 12.74
Transamerica Instl Asst Allc Itm/Lg Hrzn 1.19 5.55 2.55 15.56 13.08 11.77
FPA Crescent 0.17 5.55 1.88 14.29 13.63 12.15
Compass EMP Multi-Asset Growth C 0.75 5.55 2.18 18.08 6.20 6.10
Columbia Capital Allocation Moderate R5 1.10 5.55 2.50 13.65 --- ---
TIAA-CREF Managed Allc Inst 1.13 5.54 2.42 15.35 12.86 11.35
RidgeWorth Moderate Allocation Strat C 1.14 5.50 2.04 13.97 9.78 8.58
JPMorgan Investor Balanced C 0.99 5.50 2.37 13.50 10.36 8.85
TETON Westwood Balanced I 1.00 5.49 2.46 13.33 12.12 9.88
GuidePath Tact Constnd Asst Allc Instl 0.93 5.48 2.67 15.74 --- ---
Columbia Capital Allocation Moderate R4 1.10 5.48 2.45 13.49 --- ---
Columbia Capital Allocation Mod Agrsv Z 1.30 5.48 2.94 15.43 12.20 11.54
Voya Capital Allocation I 0.81 5.46 1.91 14.86 11.24 10.08
Thrivent Balanced Income Plus A LW 1.04 5.46 2.29 13.43 12.95 11.71
Thrivent Balanced Income Plus A 1.04 5.46 2.29 13.43 12.95 11.71
JPMorgan Investor Balanced B 0.98 5.46 2.39 13.46 10.35 8.86
Great-West SecureFoundation® Balanced L 1.11 5.46 2.21 13.74 11.40 ---
American Funds Balanced Portfolio C 1.14 5.46 1.82 15.24 --- ---
Touchstone Balanced Allocation C 0.85 5.44 2.03 12.86 9.79 8.63
QS Legg Mason Lifestyle Allocation 70% B 0.90 5.44 2.41 15.68 13.52 11.48
Outfitter 0.65 5.44 2.23 11.81 --- ---
Columbia Capital Allocation Mod Agrsv R4 1.29 5.43 2.91 15.42 --- ---
PNC Balanced Allocation A Load Waived 0.75 5.41 1.95 13.92 11.97 10.24
PNC Balanced Allocation A 0.75 5.41 1.95 13.92 11.97 10.24
Columbia Capital Allocation Mod Agrsv K 1.22 5.41 2.90 15.20 --- ---
JHancock Lifestyle Balanced C 0.94 5.40 2.20 13.88 11.06 9.96
American Funds Balanced Portfolio B 1.06 5.40 1.80 15.11 --- ---
Victory Balanced C 1.17 5.39 3.00 13.76 13.19 9.70
JHancock Lifestyle Balanced B 0.94 5.39 2.20 13.87 11.02 9.90
Elfun Diversified 0.87 5.39 2.45 14.46 11.77 9.54
Columbia Capital Allocation Moderate Z 1.00 5.39 2.42 13.42 10.89 ---
AllianzGI Income & Growth C 1.32 5.39 2.01 14.16 12.14 11.58
Fidelity Advisor Asset Manager® 50% T 0.83 5.38 1.73 13.03 9.95 9.56
Voya Capital Allocation W 0.81 5.37 1.91 14.96 11.25 ---
Transamerica Asset Allc Interm/Long Hrzn 1.24 5.37 2.52 15.20 12.79 11.53
MassMutual RetireSMART Moderate Svc 0.81 5.37 1.82 13.38 11.06 ---
MassMutual RetireSMART Moderate R5 0.81 5.37 1.82 13.41 11.05 ---
American Funds Balanced Portfolio R1 1.06 5.36 1.83 15.15 --- ---
Fidelity Advisor Asset Manager® 60% C 0.87 5.35 1.75 13.97 10.71 9.79
Dreyfus Moderate Allocation 0.98 5.35 2.16 14.16 10.28 ---
TIAA-CREF Lifestyle Moderate Instl 1.07 5.34 2.37 15.23 --- ---
Rainier Balanced Original 1.72 5.34 3.58 16.25 11.47 10.00
Delaware Foundation Moderate Allc C 0.39 5.34 1.86 13.29 9.74 9.28
American Funds Balanced Portfolio R2 1.06 5.34 1.79 15.07 --- ---
American Funds Balanced Portfolio 529C 1.06 5.34 1.80 15.02 --- ---
TIAA-CREF Managed Allc R 1.05 5.33 2.27 14.99 12.55 11.06
Dreyfus Balanced Opportunity C 1.72 5.33 2.83 14.93 12.98 10.49
American Funds Balanced Portfolio 529B 1.06 5.32 1.75 15.04 --- ---
TIAA-CREF Managed Allc Retail 1.04 5.31 2.27 15.03 12.55 11.08
Sentinel Balanced C 1.12 5.31 2.90 14.20 12.65 10.88
ESG Managers® Balanced Port C 0.94 5.31 2.27 13.68 10.52 ---
Columbia Capital Allocation Moderate K 1.00 5.31 2.30 13.25 10.69 10.26
Madison Diversified Income A LW 0.78 5.29 1.66 12.33 11.09 10.42
Madison Diversified Income A 0.78 5.29 1.66 12.33 11.09 10.42
Fidelity Advisor Asset Manager® 60% B 0.77 5.29 1.73 13.94 10.70 9.79
Voya Capital Allocation O 0.92 5.27 1.95 14.75 10.95 9.78
TETON Westwood Balanced AAA 1.00 5.27 2.39 13.04 11.83 9.60
MassMutual RetireSMART Moderate Admin 0.72 5.27 1.73 13.30 10.93 ---
MainStay Moderate Allocation I 0.98 5.27 2.27 14.90 13.76 11.37
GE Instl Strategic Investment Inv 0.80 5.27 2.38 14.23 11.75 9.48
TIAA-CREF Lifestyle Moderate Premier 1.00 5.26 2.25 14.97 --- ---
Oppenheimer Moderate Inv C 0.93 5.26 2.37 14.03 9.76 9.24
Columbia Capital Allocation Moderate A 1.00 5.26 2.27 13.13 10.62 10.15
Columbia Capital Allocation Moderat A LW 1.00 5.26 2.27 13.13 10.62 10.15
Columbia Capital Allocation Mod Agrsv A 1.22 5.26 2.87 15.12 11.90 11.28
Columbia Capital Allocation Mod Agr A LW 1.22 5.26 2.87 15.12 11.90 11.28
Voya Capital Allocation A Load Waived 0.82 5.25 1.94 14.67 10.92 9.77
Voya Capital Allocation A 0.82 5.25 1.94 14.67 10.92 9.77
Pioneer Ibbotson Moderate Allocation C 0.92 5.24 2.20 13.59 10.01 8.92
Northern Global Tactical Asset Allc 0.49 5.24 2.03 13.97 10.23 9.54
MFS® Moderate Allocation R4 0.71 5.24 1.64 13.27 11.23 11.21
MFS® Moderate Allocation I 0.70 5.24 1.62 13.24 11.21 11.21
Disciplined Growth Investors 4.19 5.24 5.61 18.18 16.73 ---
Vantagepoint Model Port Tradtnl Gr TM 0.95 5.23 2.25 14.21 --- ---
Oppenheimer Moderate Inv B 0.83 5.23 2.35 13.96 9.70 9.15
Nationwide Inv Dest Mod I 0.79 5.23 1.70 13.04 11.33 9.81
Columbia Capital Allocation Mod Agrsv T 1.22 5.23 2.86 15.07 11.85 ---
BlackRock Growth Prepared Inv A LW 0.96 5.23 2.86 18.13 14.46 12.32
BlackRock Growth Prepared Inv A 0.96 5.23 2.86 18.13 14.46 12.32
VALIC Company I Dynamic Allocation 1.07 5.22 3.10 15.00 --- ---
Ascendant Balanced C 1.03 5.22 1.80 13.07 --- ---
TIAA-CREF Lifestyle Moderate Retirement 1.07 5.21 2.30 14.98 --- ---
Wells Fargo Advantage Growth Balanced B 1.16 5.19 2.56 15.21 14.11 11.66
SunAmerica Focused Balanced Strategy A 1.28 5.19 2.89 15.28 10.15 8.98
SunAmerica Focused Balanced Strateg A LW 1.28 5.19 2.89 15.28 10.15 8.98
First Investors Total Return B 1.44 5.19 2.74 13.88 13.27 11.33
Fidelity® Global Strategies 0.72 5.18 1.78 12.34 7.75 8.70
Wells Fargo Advantage Growth Balanced C 1.15 5.17 2.55 15.20 14.12 11.67
Prudential Moderate Allocation C 1.05 5.17 2.45 13.20 10.41 9.48
Prudential Moderate Allocation B 1.05 5.17 2.45 13.19 10.40 9.50
Praxis Genesis Balanced A Load Waived 0.90 5.17 2.33 13.60 10.58 ---
Praxis Genesis Balanced A 0.90 5.17 2.33 13.60 10.58 ---
Fidelity Advisor® Global Strategies I 0.62 5.17 1.78 12.21 7.75 8.70
BlackRock Growth Prepared R 0.89 5.17 2.79 17.85 14.30 12.14
Russell LifePoints Balanced Strategy C 0.73 5.16 1.55 12.52 8.79 8.57
Transamerica Asset Allc Mod Gr I 1.39 5.14 2.75 15.56 12.65 ---
MainStay Moderate Allocation A LW 0.99 5.14 2.29 14.64 13.47 11.09
MainStay Moderate Allocation A 0.99 5.14 2.29 14.64 13.47 11.09
Madison Moderate Allocation B 1.15 5.14 2.16 13.53 10.16 8.72
Nationwide HighMark Balanced C 1.09 5.13 2.33 12.01 10.68 9.60
Madison Moderate Allocation C 1.15 5.13 2.16 13.52 10.19 8.73
TIAA-CREF Lifestyle Moderate Retail 1.07 5.12 2.22 14.86 --- ---
GuidePath Tact Constnd Asst Allc Svc 0.85 5.12 2.50 15.00 10.95 ---
TETON Westwood Balanced A Load Waived 1.00 5.10 2.31 12.77 11.56 9.32
TETON Westwood Balanced A 1.00 5.10 2.31 12.77 11.56 9.32
Pioneer Ibbotson Moderate Allocation B 0.88 5.09 2.11 13.33 9.86 8.82
ICON Risk-Managed Balanced S 1.64 5.08 1.38 9.06 9.71 7.78
MassMutual RetireSMART Moderate A LW 0.72 5.07 1.73 12.95 10.64 ---
MassMutual RetireSMART Moderate A 0.72 5.07 1.73 12.95 10.64 ---
GE Instl Strategic Investment Svc 0.81 5.07 2.32 13.97 11.47 9.11
MFS® Moderate Allocation A Load Waived 0.71 5.06 1.58 12.99 10.96 10.91
MFS® Moderate Allocation A 0.71 5.06 1.58 12.99 10.96 10.91
Fidelity Advisor® Global Strategies A LW 0.72 5.06 1.75 12.08 7.49 8.44
Fidelity Advisor® Global Strategies A 0.72 5.06 1.75 12.08 7.49 8.44
Columbia Capital Allocation Mod Agrsv R 1.22 5.06 2.81 14.77 11.61 10.99
Columbia Capital Allocation Moderate R 1.01 5.05 2.29 12.88 10.31 ---
Vantagepoint Model Port Tradtnl Gr Inv M 0.91 5.04 2.18 13.93 11.63 10.07
Fidelity Advisor Asset Manager® 50% C 0.77 5.04 1.62 12.43 9.38 9.00
MFS® Moderate Allocation R3 0.71 5.03 1.59 12.94 10.94 10.92
RiverFront Moderate Growth & Income I 0.65 5.02 1.96 13.39 10.06 ---
Fidelity Advisor Asset Manager® 50% B 0.77 5.02 1.55 12.43 9.39 8.98
PNC Balanced Allocation C 0.75 5.01 1.74 13.19 11.14 9.43
Transamerica Asset Allc Mod Gr A LW 1.32 5.00 2.68 15.20 12.27 10.61
Transamerica Asset Allc Mod Gr A 1.32 5.00 2.68 15.20 12.27 10.61
MFS® Moderate Allocation 529A LW 0.65 5.00 1.51 12.87 10.88 10.84
MFS® Moderate Allocation 529A 0.65 5.00 1.51 12.87 10.88 10.84
MainStay Moderate Allocation Inv 0.99 4.99 2.22 14.46 13.26 10.91
PL Port Optimization Moderate Adv 0.76 4.96 2.53 12.18 --- ---
Franklin Moderate Allocation Advisor 1.06 4.96 2.06 13.85 9.59 9.41
Schwab MarketTrack Balanced Investor 1.03 4.94 1.93 13.36 11.45 10.06
Nationwide Inv Dest Mod A Load Waived 0.70 4.94 1.59 12.55 10.98 9.48
Nationwide Inv Dest Mod A 0.70 4.94 1.59 12.55 10.98 9.48
American Funds Asset Allocation HLS IB 1.79 4.94 2.66 15.55 15.46 12.82
Nationwide Inv Dest Mod Svc 0.70 4.93 1.60 12.60 10.89 9.37
ICON Risk-Managed Balanced A LW 1.68 4.91 1.35 8.77 9.46 7.53
ICON Risk-Managed Balanced A 1.68 4.91 1.35 8.77 9.46 7.53
MFS® Moderate Allocation R2 0.72 4.90 1.54 12.68 10.67 10.65
RiverFront Moderate Growth & Income A LW 0.65 4.89 1.92 13.20 9.78 ---
RiverFront Moderate Growth & Income A 0.65 4.89 1.92 13.20 9.78 ---
Calvert Moderate Allocation A LW 1.00 4.86 2.08 13.84 12.13 10.29
Calvert Moderate Allocation A 1.00 4.86 2.08 13.84 12.13 10.29
Voya Capital Allocation C 0.82 4.84 1.75 13.89 10.14 8.96
Presidential® Managed Rsk Mod I 0.57 4.83 1.92 --- --- ---
PL Port Optimization Moderate A LW 0.69 4.82 2.46 11.97 10.69 9.84
PL Port Optimization Moderate A 0.69 4.82 2.46 11.97 10.69 9.84
TETON Westwood Balanced C 0.91 4.81 2.17 12.18 11.01 8.78
Transamerica Asset Allc Mod Gr R 1.33 4.80 2.69 14.97 12.09 10.42
Nationwide Inv Dest Mod R 0.72 4.80 1.48 12.25 10.59 9.10
Franklin Moderate Allocation A LW 1.06 4.78 2.06 13.57 9.32 9.15
Franklin Moderate Allocation A 1.06 4.78 2.06 13.57 9.32 9.15
SunAmerica Focused Multi-Asset Strat A 1.12 4.77 2.78 15.09 7.77 8.16
SunAmerica Focused Multi-Asset Stra A LW 1.12 4.77 2.78 15.09 7.77 8.16
Highland Total Return Y 0.72 4.77 2.22 13.49 10.64 8.79
Fidelity Advisor® Global Strategies T 0.62 4.76 1.67 11.73 7.18 8.15
Columbia Capital Allocation Mod Agrsv C 1.21 4.76 2.74 14.30 11.07 10.43
Columbia Capital Allocation Mod Agrsv B 1.15 4.76 2.70 14.25 11.05 10.43
Madison Diversified Income C 0.72 4.75 1.47 11.53 --- ---
BlackRock Growth Prepared Inv C 0.90 4.75 2.67 17.28 13.66 11.51
SunAmerica Focused Balanced Strategy C 1.23 4.73 2.68 14.56 9.45 8.28
Presidential® Managed Rsk Mod A 0.66 4.73 1.92 --- --- ---
Columbia Capital Allocation Moderate C 0.93 4.73 2.09 12.28 9.78 9.33
Voya Capital Allocation B 0.82 4.72 1.74 13.79 10.11 8.96
Columbia Capital Allocation Moderate B 1.01 4.72 2.17 12.35 9.79 9.33
Hartford Moderate Allocation I 0.30 4.70 1.26 12.22 9.15 9.16
Hartford Moderate Allocation R5 0.22 4.69 1.25 12.14 9.11 9.15
PL Port Optimization Moderate R 0.76 4.68 2.46 11.79 10.44 9.61
SunAmerica Focused Balanced Strategy B 1.23 4.66 2.67 14.43 9.41 8.25
InvestEd Balanced Load Waived 0.88 4.65 2.39 15.51 11.38 9.01
InvestEd Balanced 0.88 4.65 2.39 15.51 11.38 9.01
Centre Multi-Asset Rl Ret Instl 0.10 4.62 1.49 9.69 --- ---
Highland Total Return A Load Waived 0.73 4.61 2.17 13.20 10.36 8.54
Highland Total Return A 0.73 4.61 2.17 13.20 10.36 8.54
MFS® Moderate Allocation R1 0.67 4.60 1.37 12.12 10.11 10.08
MFS® Moderate Allocation B 0.65 4.60 1.40 12.14 10.12 10.09
Franklin Moderate Allocation R 1.00 4.60 1.94 13.20 9.04 8.87
MFS® Moderate Allocation C 0.66 4.59 1.36 12.12 10.12 10.09
Madison Diversified Income B 0.62 4.58 1.30 11.33 10.22 9.57
MFS® Moderate Allocation 529B 0.66 4.55 1.40 12.05 10.08 10.02
Presidential® Managed Rsk Mod C 0.57 4.54 1.83 --- --- ---
Centre Multi-Asset Reall Ret Inv 0.10 4.53 1.50 9.38 --- ---
Transamerica Asset Allc Mod Gr C 1.33 4.52 2.56 14.47 11.52 9.90
Fidelity Advisor® Global Strategies C 0.63 4.50 1.59 11.18 6.66 7.62
ICON Risk-Managed Balanced C 1.63 4.49 1.20 8.08 8.64 6.71
MFS® Moderate Allocation 529C 0.60 4.47 1.36 12.03 10.05 10.01
Hartford Moderate Allocation R4 0.22 4.46 1.17 11.84 8.79 8.81
Hartford Moderate Allocation A LW 0.22 4.46 1.18 11.87 8.81 8.86
Hartford Moderate Allocation A 0.22 4.46 1.18 11.87 8.81 8.86
Fidelity Advisor® Global Strategies B 0.62 4.45 1.58 11.16 6.66 7.61
MainStay Moderate Allocation C 0.93 4.44 2.02 13.61 12.42 10.08
MainStay Moderate Allocation B 0.86 4.44 1.95 13.61 12.42 10.11
Transamerica Asset Allc Mod Gr B 1.25 4.42 2.47 14.28 11.44 9.82
Nationwide Inv Dest Mod C 0.62 4.42 1.36 11.81 10.20 8.70
Highland Total Return R 0.68 4.41 2.12 12.94 10.12 8.30
AdvisorOne Liahona N 0.74 4.38 1.95 12.77 9.82 9.40
Villere Balanced Inv 2.54 4.34 1.95 13.79 17.46 18.18
PL Port Optimization Moderate C 0.70 4.34 2.34 11.29 9.98 9.12
Even Keel Multi-Asset Managed Risk I 0.99 4.34 2.42 12.87 --- ---
SunAmerica Focused Multi-Asset Strat C 1.06 4.33 2.61 14.36 7.09 7.47
SunAmerica Focused Multi-Asset Strat B 1.06 4.33 2.61 14.33 7.05 7.46
RiverFront Moderate Growth & Income C 0.57 4.33 1.65 12.28 8.94 ---
PL Port Optimization Moderate B 0.70 4.33 2.34 11.31 9.96 9.10
Calvert Moderate Allocation C 0.93 4.31 1.87 12.96 11.31 9.49
Hartford Moderate Allocation R3 0.22 4.28 1.13 11.46 8.46 8.48
Franklin Moderate Allocation C 0.96 4.26 1.80 12.66 8.50 8.33
Fallen Angels Income 0.40 4.08 1.19 13.72 12.73 11.01
Highland Total Return C 0.66 4.07 1.99 12.37 9.54 7.74
Eudora 0.76 4.03 2.82 3.76 --- ---
Hartford Moderate Allocation C 0.15 3.95 0.98 11.02 8.03 8.04
Hartford Moderate Allocation B 0.15 3.94 0.98 10.91 7.93 7.97
Wells Fargo Advantage WB Growth Balanced 0.69 3.89 1.73 12.78 12.08 10.55
ASTON/Montag & Caldwell Balanced I 0.45 3.64 1.22 13.32 10.16 9.20
ASTON/Montag & Caldwell Balanced N 0.49 3.58 1.19 13.22 10.03 9.07
Huntington Balanced Allocation A LW 0.66 3.55 2.03 10.50 8.40 7.67
Huntington Balanced Allocation A 0.66 3.55 2.03 10.50 8.40 7.67
Wilmington Strategic Allc Mod Instl 0.84 3.40 1.75 11.83 8.80 ---
Arrow DWA Balanced Institutional 1.13 3.34 1.75 12.56 --- ---
Arrow DWA Balanced A Load Waived 1.07 3.15 1.69 12.30 7.87 8.84
Arrow DWA Balanced A 1.07 3.15 1.69 12.30 7.87 8.84
Wilmington Strategic Allc Mod A LW 0.94 3.14 1.68 11.50 8.52 8.04
Wilmington Strategic Allc Mod A 0.94 3.14 1.68 11.50 8.52 8.04
Huntington Income Generation A LW 0.17 3.10 1.79 --- --- ---
Huntington Income Generation A 0.17 3.10 1.79 --- --- ---
Sound Mind Investing Balanced 1.12 2.89 1.91 12.54 11.38 ---
Hennessy Balanced Investor 0.00 2.88 1.57 7.26 7.59 7.69
Huntington Income Generation C 0.13 2.83 1.65 8.10 --- ---
Arrow DWA Balanced C 1.05 2.62 1.47 11.37 7.05 8.02
Roumell Opportunistic Value Instl 0.48 1.83 -0.94 -0.01 6.62 ---
Neuberger Berman AMT Balanced I 1.77 1.69 2.75 9.86 9.78 10.92
Roumell Opportunistic Value A LW 0.48 1.65 -0.94 -0.26 6.39 ---
Roumell Opportunistic Value A 0.48 1.65 -0.94 -0.26 6.39 ---
Greenspring 1.50 1.61 1.57 6.18 10.32 8.74
Aftershock Strategies I 0.44 1.26 1.37 -1.08 --- ---
Aftershock Strategies N 0.44 1.13 1.31 -1.23 --- ---
Roumell Opportunistic Value C 0.33 1.09 -1.17 -1.06 --- ---
Catalyst/SMH Total Return Income I -0.64 0.68 0.77 4.12 --- ---
Catalyst/SMH Total Return Income A LW -0.68 0.67 0.87 3.85 8.19 9.05
Catalyst/SMH Total Return Income A -0.68 0.67 0.87 3.85 8.19 9.05
Catalyst/SMH Total Return Income C -0.64 0.19 0.69 3.07 7.37 8.24
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
RiverNorth Core Opportunity I --- --- --- --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 1.25 --- 2.90 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 1.10 --- 2.59 --- --- ---
QCI Balanced Institutional 0.75 --- 2.20 --- --- ---
Nationwide Inv Dest Mod Instl Svc 0.70 --- 1.58 --- --- ---
Nationwide Diverse Managers Instl Svc 1.18 --- 1.80 --- --- ---
MassMutual RetireSMART Mod R4 0.81 --- 1.82 --- --- ---
MassMutual RetireSMART Mod R3 0.72 --- 1.64 --- --- ---
MassMutual RetireSMART Mod I 0.81 --- 1.91 --- --- ---
MassMutual Premier Balanced R4 1.25 --- 3.03 --- --- ---
MassMutual Premier Balanced R3 1.25 --- 2.95 --- --- ---
MassMutual Premier Balanced I 1.30 --- 3.12 --- --- ---
Legg Mason Lifestyle Allocation 70% R 1.03 --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy R 1.17 --- --- --- --- ---
BMO Growth Balanced Y 1.18 --- --- --- --- ---
BMO Growth Balanced R-3 1.08 --- --- --- --- ---
BMO Growth Balanced I 1.08 --- --- --- --- ---
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