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Data through 3/22/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity -0.50 3.17 3.03 10.33 4.41 7.06
Plumb Balanced 0.24 6.09 6.36 14.13 6.42 7.53
Roumell Opportunistic Value Instl 0.96 5.76 7.53 26.50 -2.35 2.55
Manning & Napier Pro-Blend Extnd Term I -0.21 5.71 5.60 9.16 2.62 6.46
Roumell Opportunistic Value A 0.97 5.70 7.52 26.20 -2.54 2.34
Manning & Napier Pro-Blend Extnd Term S -0.24 5.67 5.54 8.83 2.33 6.20
Manning & Napier Pro-Blend Extnd Term R -0.18 5.65 5.45 8.53 2.09 5.93
Manning & Napier Pro-Blend Extnd Term R2 -0.19 5.52 5.41 8.04 1.58 5.41
Virtus Tactical Allocation A -0.24 5.47 5.07 8.22 1.44 5.31
Roumell Opportunistic Value C 0.87 5.43 7.26 25.26 -3.26 ---
Virtus Strategic Allocation A 0.00 5.38 5.04 6.40 1.36 4.84
Virtus Tactical Allocation C -0.23 5.33 4.94 7.50 0.68 4.52
Virtus Strategic Allocation C -0.08 5.19 4.85 5.64 0.59 4.05
VY® T. Rowe Price Capital Apprec R6 0.75 5.10 4.64 --- --- ---
T. Rowe Price Capital Appreciation 0.77 5.08 4.68 12.15 9.42 11.70
T. Rowe Price Capital Appreciation I 0.77 5.07 4.68 12.27 --- ---
JHFunds2 Capital Appreciation Value NAV 0.78 5.07 4.59 12.11 9.27 11.55
VY® T. Rowe Price Capital Apprec I 0.75 5.06 4.64 12.20 9.52 11.78
VY® T. Rowe Price Capital Apprec S 0.75 5.02 4.62 11.93 9.24 11.50
Savos Dynamic Hedging -0.76 5.00 4.06 13.38 --- ---
VY® T. Rowe Price Capital Apprec S2 0.72 4.97 4.53 11.72 9.07 11.34
T. Rowe Price Capital Appreciation Adv 0.74 4.97 4.57 11.78 9.07 11.36
VY® T. Rowe Price Capital Apprec A 0.70 4.93 4.49 11.55 8.87 11.11
RiverNorth Core Opportunity I -0.42 4.90 5.47 16.63 --- ---
Sit Balanced 0.23 4.88 4.43 9.33 6.66 8.04
RiverNorth Core Opportunity R -0.42 4.81 5.40 16.34 4.80 7.25
AMG Managers Montag & Caldwell Balancd I 0.76 4.79 4.14 3.32 4.53 6.28
T. Rowe Price Balanced I 0.17 4.78 4.59 11.08 --- ---
T. Rowe Price Balanced 0.13 4.73 4.54 10.88 5.43 8.17
Catalyst/SMH Total Return Income I -1.69 4.72 4.33 34.00 -4.16 ---
AMG Managers Montag & Caldwell Balancd N 0.76 4.72 4.17 3.25 4.43 6.18
American Funds Balanced Portfolio R6 0.66 4.71 4.55 10.40 6.02 ---
American Funds Balanced Portfolio R5 0.66 4.71 4.54 10.26 5.97 ---
Fidelity® Puritan® K -0.78 4.67 4.26 11.65 6.59 9.27
Catalyst/SMH Total Return Income A -1.48 4.67 4.26 33.98 -4.34 0.54
Fidelity® Puritan® -0.78 4.66 4.21 11.52 6.48 9.16
Virtus Herzfeld I -0.17 4.64 4.62 19.52 6.81 ---
American Funds Balanced Portfolio R5E 0.66 4.64 4.51 10.11 --- ---
American Funds Balanced Portfolio F2 0.66 4.64 4.52 10.22 5.90 ---
American Funds Balanced Portfolio A 0.66 4.64 4.47 9.99 5.69 ---
American Funds Balanced Portfolio 529F1 0.58 4.64 4.51 10.15 5.82 ---
VALIC Company I Dynamic Allocation -0.70 4.58 4.20 9.83 2.99 ---
Janus Balanced N -0.84 4.58 3.98 10.82 5.72 ---
Janus Balanced I -0.81 4.57 3.97 10.77 5.64 8.28
American Funds Balanced Portfolio R4 0.59 4.57 4.40 9.90 5.64 ---
American Funds Balanced Portfolio F1 0.59 4.57 4.44 9.87 5.61 ---
American Funds Balanced Portfolio 529E 0.59 4.57 4.38 9.69 5.35 ---
American Funds Balanced Portfolio 529A 0.59 4.57 4.44 9.83 5.58 ---
Virtus Herzfeld A -0.17 4.55 4.65 19.26 6.57 ---
T. Rowe Price Personal Strat Bal I 0.04 4.55 4.51 --- --- ---
Catalyst/SMH Total Return Income C -1.54 4.55 4.31 33.02 -5.05 -0.18
Janus Balanced D -0.84 4.54 3.90 10.67 5.56 8.21
Vanguard STAR Inv 0.08 4.52 4.56 11.32 5.60 8.17
UBS US Allocation P -0.75 4.52 3.88 12.57 6.64 9.11
Janus Aspen Balanced Instl -0.84 4.52 3.90 10.69 5.60 8.40
Fidelity Advisor® Balanced Z -0.63 4.52 4.14 12.59 6.83 ---
T. Rowe Price Personal Strat Bal 0.04 4.51 4.46 11.28 5.32 8.01
Janus Balanced T -0.88 4.51 3.87 10.55 5.46 8.11
Franklin Moderate Allocation Advisor 0.32 4.50 4.54 10.46 3.90 6.01
American Funds Balanced Portfolio R3 0.59 4.50 4.38 9.59 5.31 ---
American Funds Balanced Portfolio R2E 0.51 4.50 4.30 9.41 --- ---
Virtus Herzfeld C -0.17 4.48 4.40 18.38 5.79 ---
Janus Balanced A -0.88 4.48 3.84 10.42 5.33 7.97
UBS US Allocation A -0.77 4.46 3.83 12.28 6.35 8.81
Fidelity Advisor® Balanced I -0.68 4.46 4.04 12.37 6.68 9.14
Janus Balanced S -0.88 4.45 3.84 10.29 5.19 7.83
Sentinel Balanced I 0.15 4.44 3.96 11.67 6.31 8.36
Janus Balanced R -0.88 4.44 3.79 10.02 4.93 7.57
Franklin Moderate Allocation A 0.26 4.44 4.43 10.13 3.60 5.73
Value Line Asset Allocation Instl -0.33 4.43 4.10 10.17 --- ---
American Funds Balanced Portfolio R1 0.59 4.43 4.26 9.13 4.86 ---
American Funds Balanced Portfolio 529C 0.51 4.43 4.23 9.05 4.75 ---
Fidelity® Balanced K -0.69 4.41 4.03 12.26 6.78 9.32
Fidelity® Balanced -0.69 4.41 3.98 12.20 6.68 9.21
Value Line Asset Allocation Investor -0.33 4.40 4.04 9.91 5.69 8.62
American Funds Balanced Portfolio B 0.51 4.40 4.30 9.08 4.83 ---
Franklin Moderate Allocation R 0.26 4.39 4.33 9.91 3.35 5.46
Fidelity Advisor® Balanced A -0.74 4.39 3.95 12.05 6.40 8.87
InvestEd Balanced -0.35 4.37 3.98 9.01 3.73 6.58
Sentinel Balanced A 0.10 4.36 3.89 11.44 6.09 8.13
American Funds Balanced Portfolio C 0.52 4.36 4.26 9.08 4.85 ---
American Funds Balanced Portfolio R2 0.52 4.35 4.26 9.08 4.81 ---
Fidelity Advisor® Balanced T -0.74 4.34 3.91 11.82 6.14 8.62
Fidelity Asset Manager® 60% -0.26 4.32 4.46 11.17 4.85 7.41
American Funds Balanced Portfolio 529B 0.51 4.32 4.22 8.93 4.74 ---
Janus Balanced C -0.92 4.31 3.70 9.66 4.60 7.20
Columbia Capital Allocation Mod Agrsv Y -0.16 4.31 4.22 11.61 5.65 ---
Alger Balanced I-2 0.00 4.31 3.77 12.25 7.63 7.51
Columbia Capital Allocation Mod Agrsv R5 -0.24 4.30 4.22 11.50 5.58 ---
Columbia Capital Allocation Mod Agrsv R4 -0.24 4.30 4.21 11.48 5.49 ---
UBS US Allocation C -0.84 4.28 3.63 11.44 5.56 7.99
Columbia Capital Allocation Mod Agrsv K -0.24 4.27 4.18 11.17 5.29 ---
Fidelity Advisor® Balanced C -0.75 4.26 3.82 11.28 5.60 8.05
Columbia Capital Allocation Mod Agrsv Z -0.24 4.26 4.17 11.40 5.49 7.70
George Putnam Balanced R6 -0.32 4.25 3.84 12.82 6.94 ---
George Putnam Balanced R5 -0.27 4.25 3.89 12.75 6.85 ---
Columbia Capital Allocation Mod Agrsv V -0.24 4.25 4.16 11.11 5.23 7.41
Columbia Capital Allocation Mod Agrsv A -0.24 4.25 4.16 11.11 5.24 7.44
Fidelity Advisor Asset Manager® 60% I -0.34 4.23 4.35 11.04 4.79 7.32
Oppenheimer Moderate Inv Y -0.09 4.22 4.22 9.90 4.22 6.70
JPMorgan Diversified L -0.41 4.22 4.20 10.95 5.30 8.08
George Putnam Balanced Y -0.30 4.22 3.86 12.70 6.82 9.06
Franklin Moderate Allocation C 0.20 4.21 4.23 9.34 2.82 4.94
Sentinel Balanced C 0.05 4.19 3.72 10.59 5.28 7.30
Transamerica Asset Allc Mod Gr I -0.38 4.18 4.18 11.65 5.29 7.87
TIAA-CREF Managed Allc Inst -0.08 4.18 4.09 11.14 5.23 7.83
Transamerica Asset Allc Mod Gr A -0.30 4.17 4.15 11.44 5.06 7.58
Fidelity Advisor Asset Manager® 60% T -0.35 4.17 4.27 10.52 4.23 6.77
Columbia Capital Allocation Mod Agrsv R -0.24 4.17 4.08 10.85 4.95 7.16
TIAA-CREF Lifestyle Moderate Instl -0.08 4.16 4.16 11.04 5.04 7.73
TIAA-CREF Lifestyle Moderate Advisor -0.08 4.16 4.16 11.01 --- ---
JPMorgan Diversified Select -0.41 4.15 4.13 10.67 5.04 7.81
Fidelity Advisor Asset Manager® 60% A -0.35 4.15 4.31 10.83 4.50 7.05
Hartford Checks and Balances R5 -0.30 4.13 3.80 12.29 6.43 9.45
USAA Cornerstone Moderately Agrsv 0.16 4.11 4.33 9.27 2.60 5.04
George Putnam Balanced A -0.36 4.11 3.76 12.41 6.54 8.78
TIAA-CREF Managed Allc R -0.08 4.10 4.01 10.85 4.95 7.55
JPMorgan Diversified A -0.42 4.10 4.08 10.38 4.79 7.56
TIAA-CREF Lifestyle Moderate Retirement -0.15 4.09 4.00 10.66 4.76 7.47
TIAA-CREF Lifestyle Moderate Retail -0.08 4.09 4.09 10.74 4.74 7.43
George Putnam Balanced R -0.34 4.09 3.74 12.16 6.28 8.51
American Century Strat Allc: Mod R6 0.01 4.09 4.06 10.71 4.98 ---
American Century One Choice Mod Inv -0.14 4.09 4.03 10.42 4.82 7.24
TIAA-CREF Lifestyle Moderate Premier -0.15 4.07 4.07 10.92 4.89 7.60
Oppenheimer Moderate Inv A -0.09 4.06 4.16 9.58 3.97 6.43
George Putnam Balanced M -0.37 4.05 3.63 11.84 6.03 8.23
BlackRock Balanced Capital Instl -0.48 4.05 3.70 13.07 7.22 9.56
American Century Strat Allc: Mod Instl -0.02 4.05 4.14 10.50 4.82 7.14
Hartford Checks and Balances R4 -0.31 4.04 3.73 11.90 6.11 9.12
Transamerica Asset Allc Mod Gr R -0.38 4.03 4.06 11.05 4.76 7.33
Sextant Core 0.25 4.03 3.93 8.02 2.79 4.38
Nuveen Strategy Growth Allocation I -0.33 4.03 4.16 10.83 4.61 7.45
Hartford Checks and Balances A -0.41 4.03 3.63 11.91 6.13 9.16
Hartford Checks and Balances I -0.30 4.02 3.68 12.14 6.40 9.43
Fidelity Advisor Asset Manager® 60% C -0.35 4.02 4.13 9.93 3.71 6.24
American Century One Choice Mod R -0.14 4.02 3.89 9.92 --- ---
TIAA-CREF Managed Allc Retail -0.17 4.00 4.00 10.81 4.96 7.55
JHancock Multimanager Lifestyle Bal R6 -0.13 4.00 3.98 11.50 4.29 7.10
JHancock Multimanager Lifestyle Bal I -0.13 4.00 3.95 11.45 --- ---
JHancock Multimanager Lifestyle Bal 5 -0.13 4.00 3.98 11.50 4.29 7.12
American Century Strat Allc: Mod Inv -0.07 4.00 4.03 10.40 4.61 6.92
Tributary Balanced Instl Plus -0.54 3.99 3.54 8.06 4.46 7.57
Scharf Balanced Opportunity Instl 0.06 3.99 3.61 6.99 6.15 ---
Oppenheimer Moderate Inv R -0.18 3.99 3.99 9.28 3.68 6.16
JHancock Multimanager Lifestyle Bal R5 -0.13 3.98 3.94 11.44 4.20 7.02
Columbia Capital Allocation Mod Agrsv C -0.32 3.98 3.89 10.27 4.43 6.63
BlackRock Balanced Capital Inv A -0.49 3.98 3.63 12.75 6.91 9.24
AMG Chicago Equity Partners Balanced Z -0.25 3.98 3.70 9.72 6.14 8.33
George Putnam Balanced B -0.44 3.97 3.55 11.53 5.74 7.96
Tributary Balanced Instl -0.53 3.96 3.51 7.87 4.26 7.34
George Putnam Balanced C -0.43 3.96 3.54 11.54 5.76 7.96
Columbia Capital Allocation Mod Agrsv B -0.33 3.96 3.87 10.27 4.40 6.61
BMO Balanced Allocation R6 -0.22 3.96 3.85 11.24 --- ---
BMO Balanced Allocation I -0.11 3.96 3.85 11.19 --- ---
American Century Strat Allc: Mod A -0.12 3.96 3.91 9.92 4.32 6.65
Oppenheimer Moderate Inv C -0.18 3.95 3.85 8.76 3.18 5.63
Hartford Checks and Balances C -0.31 3.95 3.57 11.18 5.38 8.36
Hartford Balanced R5 -0.49 3.95 3.50 9.53 6.17 8.61
Transamerica Asset Allc Mod Gr C -0.45 3.94 3.86 10.58 4.27 6.80
Transamerica Asset Allc Mod Gr B -0.37 3.94 3.92 10.55 4.19 6.73
JPMorgan Diversified C -0.48 3.94 3.92 9.83 4.24 7.01
Hartford Checks and Balances R3 -0.31 3.94 3.56 11.59 5.78 8.77
Hartford Balanced Y -0.44 3.94 3.51 9.64 6.24 8.68
Wells Fargo Growth Balanced Admin -0.47 3.93 3.59 10.53 5.60 8.85
Scharf Balanced Opportunity Retail 0.06 3.93 3.58 6.75 --- ---
JHancock Multimanager Lifestyle Bal 1 -0.13 3.93 3.97 11.45 4.24 7.08
Nuveen Strategy Growth Allocation R3 -0.33 3.92 4.05 10.29 4.10 6.93
JHancock Multimanager Lifestyle Bal R4 -0.20 3.92 3.89 11.24 3.98 6.81
JHancock Multimanager Lifestyle Bal A -0.20 3.91 3.92 11.06 3.86 6.67
AMG Chicago Equity Partners Balanced I -0.25 3.91 3.67 9.54 6.04 ---
Oppenheimer Moderate Inv B -0.18 3.90 3.90 8.75 3.19 5.60
Hartford Balanced I -0.50 3.90 3.49 9.50 --- ---
Columbia Balanced Y 0.06 3.88 3.41 9.93 7.24 ---
Columbia Balanced R4 0.06 3.88 3.41 9.78 7.09 ---
BlackRock Balanced Capital R -0.52 3.88 3.51 12.33 6.53 8.86
AMG Chicago Equity Partners Balanced N -0.25 3.88 3.66 9.39 5.87 8.05
Wells Fargo Growth Balanced A -0.49 3.87 3.55 10.26 5.33 8.58
Nuveen Strategy Growth Allocation A -0.41 3.87 4.00 10.52 4.36 7.17
Columbia Balanced R5 0.05 3.87 3.40 9.88 7.19 9.68
Voya Retirement Moderate Growth Port I -0.08 3.86 3.95 10.35 5.05 7.27
JHancock Multimanager Lifestyle Bal R2 -0.20 3.86 3.84 10.93 3.73 6.55
Hartford Balanced R4 -0.49 3.86 3.39 9.18 5.85 8.30
Hartford Balanced A -0.50 3.86 3.41 9.19 5.79 8.23
Columbia Balanced Z 0.06 3.86 3.38 9.79 7.07 9.56
Transamerica Multi-Mgd Balanced I -0.19 3.85 3.48 11.28 6.76 8.87
Transamerica Multi-Managed Balanced R6 -0.19 3.85 3.48 11.36 --- ---
State Street Instl Strategic Invmt Inv 0.08 3.85 3.94 9.68 4.31 6.77
BMO Balanced Allocation Y -0.22 3.85 3.73 10.84 --- ---
MainStay Moderate Allocation I -0.45 3.84 3.67 11.29 4.21 7.46
JHancock Balanced R5 -0.26 3.84 3.35 12.16 5.80 8.54
Columbia Balanced K 0.07 3.84 3.37 9.61 6.91 9.40
Voya Solution Balanced Port R6 -0.31 3.83 3.61 --- --- ---
Hartford Checks and Balances B -0.41 3.83 3.49 11.01 5.30 8.30
USAA Cornerstone Moderate 0.20 3.82 4.04 8.93 2.56 4.85
American Funds American Balanced R6 0.03 3.82 3.28 11.66 7.62 10.33
American Century Strat Allc: Mod C -0.14 3.82 3.71 9.27 3.58 5.86
Columbia Balanced A 0.05 3.81 3.34 9.52 6.81 9.29
Nuveen Strategy Growth Allocation C -0.42 3.80 3.86 9.69 3.58 6.39
JHancock Balanced R6 -0.31 3.80 3.30 12.20 5.85 8.62
JHancock Balanced I -0.26 3.80 3.30 12.09 5.73 8.49
Elfun Diversified 0.05 3.80 3.91 9.68 4.29 6.73
American Funds American Balanced R5 0.05 3.80 3.26 11.63 7.57 10.28
American Funds American Balanced F2 0.04 3.80 3.26 11.56 7.51 10.21
American Century Strat Allc: Mod R -0.14 3.80 3.84 9.67 4.08 6.38
State Street Instl Strategic Invmt Svc 0.08 3.79 3.88 9.48 4.08 6.50
MFS Moderate Allocation I 0.00 3.79 3.87 9.45 4.35 6.86
JHancock Multimanager Lifestyle Bal R1 -0.20 3.79 3.78 10.66 3.46 6.26
American Funds American Balanced R5E 0.04 3.79 3.25 11.44 --- ---
American Funds American Balanced 529F 0.03 3.79 3.25 11.52 7.45 10.14
Transamerica Multi-Mgd Balanced A -0.19 3.78 3.42 11.01 6.47 8.52
MFS Moderate Allocation R4 0.00 3.78 3.87 9.45 4.34 6.87
MainStay Moderate Allocation A -0.45 3.78 3.59 11.00 3.95 7.19
JHancock Multimanager Lifestyle Bal R3 -0.20 3.78 3.79 10.74 3.56 6.38
JHancock Balanced R4 -0.31 3.78 3.29 11.92 5.58 8.33
BlackRock Balanced Capital Inv C -0.54 3.78 3.44 11.87 6.09 8.41
Vanguard LifeStrategy Moderate Gr Inv 0.04 3.77 3.87 9.93 5.40 7.35
Hartford Balanced R3 -0.54 3.77 3.32 8.85 5.52 7.97
American Funds Retire Inc Port-Enh R5E 0.46 3.77 3.62 9.96 --- ---
Voya Retirement Moderate Growth Port A -0.16 3.76 3.85 9.88 4.63 6.84
Transamerica Partners Instl Balanced -0.21 3.76 3.37 11.39 6.88 9.10
Schwab Balanced -0.49 3.76 3.34 10.74 5.76 7.84
American Funds Retire Inc Port-Enh R6 0.36 3.76 3.68 10.07 --- ---
JHancock Balanced A -0.31 3.75 3.19 11.75 5.39 8.13
Columbia Balanced R 0.02 3.75 3.25 9.22 6.55 9.03
American Funds American Balanced A 0.04 3.75 3.21 11.37 7.30 10.00
Calvert Moderate Allocation I 0.11 3.74 3.49 --- --- ---
American Funds American Balanced R4 -0.02 3.74 3.19 11.25 7.25 9.94
BMO Balanced Allocation R3 -0.22 3.73 3.73 10.49 --- ---
American Funds American Balanced F1 0.02 3.73 3.19 11.26 7.22 9.93
American Funds American Balanced 529A 0.02 3.73 3.19 11.26 7.20 9.89
Wilmington Strategic Allc Mod Instl -0.57 3.72 3.78 8.87 3.23 5.23
Wells Fargo Growth Balanced C -0.54 3.72 3.37 9.46 4.55 7.77
Voya Solution Balanced Port I -0.31 3.72 3.61 11.01 5.18 7.29
BNY Mellon Asset Allocation M -0.67 3.72 3.53 10.37 4.60 6.44
Voya Solution Balanced Port S2 -0.31 3.71 3.49 10.51 4.75 6.88
MFS Moderate Allocation A 0.00 3.71 3.79 9.17 4.10 6.60
Hartford Balanced C -0.54 3.71 3.24 8.41 5.07 7.47
Voya Solution Balanced Port S -0.31 3.70 3.48 10.61 4.87 7.05
MainStay Moderate Allocation R3 -0.45 3.70 3.49 10.63 --- ---
MainStay Moderate Allocation Inv -0.45 3.70 3.57 10.81 3.78 7.01
JHancock Multimanager Lifestyle Bal C -0.27 3.70 3.66 10.22 3.11 5.90
JHancock Multimanager Lifestyle Bal B -0.20 3.70 3.73 10.30 3.12 5.88
JHancock Balanced R2 -0.36 3.70 3.20 11.60 5.33 8.16
ICON Risk-Managed Balanced S -0.46 3.69 3.58 8.62 4.60 6.12
American Century Balanced Inv -0.19 3.69 3.30 10.03 5.31 7.61
Voya Balanced Port I -0.26 3.68 3.55 11.63 4.84 7.40
Principal SAM Balanced Inst -0.59 3.68 3.67 10.16 4.86 7.62
MFS Moderate Allocation R3 -0.06 3.68 3.76 9.17 4.09 6.59
JHancock Balanced R3 -0.31 3.68 3.19 11.52 5.16 7.90
Calvert Moderate Allocation Y 0.11 3.68 3.40 --- --- ---
American Century Balanced Instl -0.25 3.68 3.34 10.19 5.52 7.82
Voya Strategic Allocation Mod Port S -0.29 3.67 3.51 10.57 4.81 7.31
MFS Moderate Allocation 529A -0.06 3.67 3.73 9.11 4.04 6.55
American Funds Retire Inc Port-Enh R5 0.36 3.67 3.49 9.76 --- ---
American Funds Retire Inc Port-Enh R4 0.36 3.67 3.51 9.72 --- ---
American Funds Retire Inc Port-Enh R2E 0.36 3.67 3.52 9.80 --- ---
American Funds Retire Inc Port-Enh F2 0.36 3.67 3.56 10.01 --- ---
American Funds Retire Inc Port-Enh F1 0.36 3.67 3.57 9.79 --- ---
American Funds Retire Inc Port-Enh A 0.36 3.67 3.60 9.80 --- ---
Wilmington Strategic Allc Mod A -0.55 3.66 3.65 8.60 2.96 4.92
MFS Moderate Allocation R2 -0.06 3.66 3.73 8.88 3.83 6.33
Fidelity Advisor Asset Manager® 50% A -0.23 3.66 3.83 9.47 4.19 6.30
Columbia Balanced C 0.00 3.66 3.16 8.70 6.02 8.49
American Funds Retire Inc Port-Enh B 0.27 3.66 3.47 9.59 --- ---
Transamerica Partners Balanced -0.25 3.65 3.29 10.97 6.50 8.69
Ladenburg Growth & Income I -0.37 3.65 3.35 8.98 --- ---
Fidelity Asset Manager® 50% -0.23 3.65 3.83 9.70 4.47 6.62
Fidelity Advisor Asset Manager® 50% I -0.29 3.65 3.83 9.66 4.43 6.56
Voya Strategic Allocation Mod Port I -0.29 3.64 3.48 10.78 5.06 7.58
Voya Solution Balanced Port A -0.32 3.64 3.53 10.42 4.65 6.78
Pioneer Classic Balanced K -0.32 3.64 3.20 10.03 --- ---
Ladenburg Growth & Income A -0.46 3.64 3.35 9.08 --- ---
Hartford Balanced B -0.59 3.63 3.15 8.16 4.88 7.29
Columbia Balanced B 0.00 3.63 3.14 8.68 6.00 8.47
American Funds American Balanced R3 -0.01 3.63 3.09 10.91 6.92 9.61
American Funds American Balanced 529E -0.04 3.63 3.09 10.96 6.93 9.62
AB Balance Wealth Strategy A -0.29 3.63 3.63 9.38 3.77 5.83
Principal SAM Balanced R5 -0.65 3.62 3.62 9.84 4.58 7.33
Principal SAM Balanced R4 -0.59 3.62 3.58 9.76 4.47 7.20
JHancock Balanced R1 -0.36 3.62 3.13 11.32 5.04 7.78
Dreyfus Moderate Allocation -0.31 3.62 3.39 9.58 4.05 6.08
Calvert Moderate Allocation A 0.06 3.62 3.33 10.60 5.16 7.62
AB Balance Wealth Strategy I -0.28 3.62 3.70 9.62 4.00 6.09
Principal SAM Balanced P -0.59 3.61 3.61 9.98 --- ---
Hartford Balanced HLS IA -0.52 3.61 3.23 8.96 6.09 8.69
AB Balance Wealth Strategy Advisor -0.28 3.61 3.61 9.61 4.03 6.11
Principal SAM Balanced J -0.66 3.60 3.61 9.91 4.60 7.31
American Funds American Balanced R2E -0.03 3.60 3.06 10.78 --- ---
American Funds Retire Inc Port-Enh C 0.37 3.59 3.43 9.07 --- ---
BNY Mellon Asset Allocation Inv -0.69 3.58 3.46 10.07 4.36 6.18
American Funds Retire Inc Port-Enh R3 0.36 3.58 3.41 9.47 --- ---
American Funds Retire Inc Port-Enh R2 0.37 3.58 3.37 9.21 --- ---
Voya Balanced Port S -0.32 3.57 3.50 11.38 4.56 7.13
Transamerica Multi-Mgd Balanced C -0.27 3.57 3.19 10.13 5.70 7.79
MainStay Moderate Allocation C -0.53 3.57 3.38 10.00 3.00 6.22
MainStay Moderate Allocation B -0.53 3.57 3.38 10.00 3.00 6.22
Madison Moderate Allocation A 0.00 3.57 3.54 8.89 4.81 6.91
ICON Risk-Managed Balanced A -0.54 3.57 3.53 8.35 4.34 5.85
American Funds Retire Inc Port-Enh R1 0.36 3.57 3.47 9.63 --- ---
American Funds American Balanced C -0.04 3.57 2.98 10.45 6.44 9.12
Principal SAM Balanced A -0.64 3.56 3.59 9.79 4.49 7.24
American Funds American Balanced R2 -0.05 3.56 3.02 10.48 6.48 9.17
American Funds American Balanced R1 -0.05 3.56 3.02 10.44 6.44 9.13
AB Balance Wealth Strategy K -0.29 3.56 3.56 9.25 3.67 5.74
Principal SAM Balanced R3 -0.66 3.55 3.51 9.50 4.27 7.00
Ivy Balanced N -0.77 3.55 3.28 8.31 --- ---
PNC Balanced Allocation T 0.00 3.54 3.70 7.91 --- ---
Pioneer Classic Balanced R -0.32 3.54 3.08 9.67 --- ---
JHancock Balanced B -0.36 3.54 3.04 10.94 4.67 7.39
Fidelity Advisor Asset Manager® 50% T -0.29 3.54 3.77 9.13 3.91 6.02
American Funds American Balanced B -0.04 3.54 3.00 10.49 6.49 9.17
American Funds American Balanced 529C -0.05 3.54 2.96 10.38 6.37 9.04
Transamerica Multi-Mgd Balanced B -0.27 3.53 3.16 9.83 5.41 7.50
Sterling Capital Strategic Allc Bal A 0.36 3.53 3.58 9.20 4.40 6.22
Pioneer Classic Balanced A -0.32 3.53 3.13 9.84 5.40 8.09
JHancock Balanced C -0.41 3.53 3.04 10.94 4.66 7.38
BlackRock Balanced Capital Inv B -0.67 3.53 3.13 10.91 5.57 7.98
MFS Moderate Allocation C -0.06 3.52 3.57 8.34 3.32 5.80
Hartford Balanced HLS IB -0.55 3.52 3.15 8.67 5.82 8.42
Fidelity Income Replacement 2042 -0.45 3.52 3.42 11.13 5.05 8.03
Sterling Capital Strategic Allc Bal I 0.27 3.51 3.53 9.41 4.66 6.51
Pioneer Classic Balanced Y -0.32 3.51 3.13 10.05 5.61 8.37
MFS Moderate Allocation B -0.12 3.50 3.54 8.29 3.30 5.79
Fidelity Advisor Income Repl 2042 I -0.47 3.50 3.40 11.11 5.05 8.03
Principal SAM Balanced R2 -0.66 3.49 3.50 9.34 4.07 6.80
PNC Balanced Allocation I 0.00 3.49 3.65 7.94 4.23 6.73
Pioneer Solutions Balanced Y -0.09 3.49 3.69 6.87 2.46 5.46
MFS Moderate Allocation 529C -0.06 3.49 3.56 8.30 3.27 5.75
Calvert Moderate Allocation C 0.06 3.49 3.24 9.82 4.39 6.82
Bruce 0.09 3.49 4.10 6.58 5.80 9.18
American Funds American Balanced 529B -0.08 3.49 2.96 10.33 6.35 9.03
AB Balance Wealth Strategy R -0.29 3.49 3.49 8.93 3.36 5.41
PNC Balanced Allocation A 0.07 3.48 3.72 7.70 3.99 6.46
Ladenburg Growth & Income C -0.47 3.48 3.18 8.41 --- ---
MFS Moderate Allocation R1 -0.12 3.47 3.57 8.31 3.30 5.79
MFS Moderate Allocation 529B -0.12 3.47 3.57 8.28 3.26 5.75
Ivy Balanced I -0.81 3.47 3.21 8.13 4.04 7.69
Westwood Income Opportunity Instl -1.04 3.46 3.17 9.27 4.86 6.91
Westwood Income Opportunity A -0.97 3.46 3.18 9.07 4.62 6.65
Fidelity Advisor Income Repl 2042 A -0.47 3.46 3.35 10.84 4.79 7.76
AB Balance Wealth Strategy B -0.35 3.46 3.38 8.54 2.99 5.05
Pioneer Solutions Balanced A -0.09 3.45 3.54 6.57 2.20 5.19
GuideStone Funds Defensv Mkt Strats Inst -0.08 3.45 2.98 12.63 8.31 9.98
Pioneer Classic Balanced C -0.32 3.44 3.07 9.09 4.61 7.24
BlackRock 60/40 Target Allocation K -0.56 3.43 3.36 --- --- ---
BlackRock 60/40 Target Allocation Instl -0.56 3.43 3.35 9.18 4.91 8.49
AB Balance Wealth Strategy C -0.36 3.43 3.43 8.59 2.99 5.05
New Century Balanced -0.48 3.42 3.24 11.35 3.26 6.37
Ivy Balanced Y -0.82 3.42 3.15 7.88 3.79 7.43
Ivy Balanced A -0.82 3.42 3.15 7.83 3.77 7.41
ICON Risk-Managed Balanced C -0.57 3.42 3.36 7.59 3.59 5.08
Waddell & Reed Continental Inc Y -0.78 3.41 3.08 8.26 4.08 7.72
Principal SAM Balanced R1 -0.72 3.41 3.39 9.16 3.93 6.66
Madison Moderate Allocation C 0.00 3.41 3.32 8.12 4.02 6.12
Madison Moderate Allocation B 0.00 3.41 3.33 8.03 4.02 6.12
Fidelity Advisor Income Repl 2040 I -0.47 3.41 3.29 10.90 4.97 7.80
Principal SAM Balanced C -0.72 3.40 3.38 8.91 3.72 6.44
Fidelity Advisor Income Repl 2042 T -0.49 3.40 3.29 10.58 4.53 7.49
JHancock Multi-Index Lifestyle Bal R6 -0.36 3.39 3.46 10.91 5.18 ---
JHancock Multi-Index Lifestyle Bal 1 -0.36 3.39 3.45 10.87 5.17 ---
Fidelity Income Replacement 2040 -0.47 3.39 3.29 10.88 4.96 7.80
American Funds College 2027 529F1 0.41 3.39 3.41 8.52 4.70 ---
Wells Fargo WealthBuilder Gr Bal C -0.43 3.38 3.31 10.03 3.46 6.14
Fidelity Advisor Asset Manager® 50% C -0.35 3.38 3.60 8.58 3.37 5.49
Pioneer Solutions Balanced R -0.09 3.37 3.56 6.31 --- ---
MassMutual Premier Balanced I -0.68 3.37 3.00 11.42 --- ---
Waddell & Reed Continental Inc A -0.83 3.36 3.03 7.92 3.80 7.43
MassMutual Premier Balanced R5 -0.68 3.36 3.00 11.29 5.89 8.10
GuideStone Funds Defensv Mkt Strats Inv -0.08 3.36 2.93 12.37 8.06 9.70
Fidelity Advisor Income Repl 2040 A -0.47 3.35 3.23 10.60 4.71 7.54
Ivy Balanced R -0.86 3.34 3.07 7.51 3.43 ---
Hennessy Equity and Income Institutional -0.88 3.32 2.93 9.64 5.62 7.61
BlackRock 60/40 Target Allocation R -0.57 3.32 3.22 8.60 4.34 7.90
American Funds College 2027 529A 0.41 3.32 3.40 8.35 4.48 ---
Sterling Capital Strategic Allc Bal C 0.28 3.31 3.37 8.30 3.62 5.44
Sterling Capital Strategic Allc Bal B 0.28 3.31 3.34 8.36 3.64 5.43
BlackRock 60/40 Target Allocation Inv A -0.57 3.31 3.25 8.79 4.50 8.09
Wells Fargo Index Asset Allocation Instl -0.29 3.30 2.85 --- --- ---
PNC Balanced Allocation C -0.08 3.30 3.46 6.85 3.24 5.71
MassMutual Premier Balanced Svc -0.81 3.30 2.95 11.17 5.76 7.94
Fidelity Income Replacement 2038 -0.46 3.30 3.20 10.70 4.90 7.61
Fidelity Advisor Income Repl 2042 C -0.52 3.30 3.17 10.02 4.01 6.96
Fidelity Advisor Income Repl 2038 I -0.48 3.30 3.20 10.68 4.90 7.61
Vanguard Managed Payout Investor -0.18 3.29 3.52 9.17 4.89 6.97
Putnam Dynamic Asset Allocation Bal R6 -0.44 3.29 3.08 11.30 6.22 ---
Oakmark Equity and Income Institutional -1.26 3.29 2.85 --- --- ---
Oakmark Equity and Income Advisor -1.26 3.29 2.85 --- --- ---
Frost Moderate Allocation Investor -0.62 3.29 3.24 8.09 3.68 5.91
Frost Moderate Allocation Instl -0.62 3.29 3.34 8.38 3.95 6.18
Fidelity Advisor Income Repl 2040 T -0.49 3.29 3.18 10.33 4.45 7.27
EValuator Moderate RMS Investor -0.74 3.29 3.38 --- --- ---
EValuator Moderate RMS Institutional -0.74 3.29 3.39 --- --- ---
State Farm Equity & Bond R3 -0.26 3.28 2.88 8.85 6.61 8.62
MassMutual Premier Balanced R4 -0.70 3.28 2.90 10.90 --- ---
Hennessy Equity and Income Investor -0.96 3.28 2.80 9.19 5.25 7.26
SA Worldwide Moderate Growth -0.86 3.27 3.25 13.50 --- ---
Putnam Dynamic Asset Allocation Bal R5 -0.39 3.27 3.05 11.19 6.12 ---
Pacific Funds Port Optim Mod Adv -0.51 3.27 3.25 11.00 4.57 ---
Ivy Balanced C -0.87 3.27 3.00 7.15 3.08 6.68
Wells Fargo Index Asset Allocation Admin -0.29 3.26 2.81 9.74 8.65 10.79
Wells Fargo Index Asset Allocation A -0.29 3.26 2.81 9.56 8.42 10.53
Putnam Dynamic Asset Allocation Bal Y -0.40 3.26 3.12 11.22 6.15 8.97
MassMutual Premier Balanced Adm -0.76 3.26 2.90 11.02 5.66 7.82
MassMutual Premier Balanced A -0.78 3.26 2.89 10.82 5.40 7.57
State Farm Equity & Bond Instl -0.26 3.25 2.88 8.91 6.66 8.71
Oakmark Equity And Income Investor -1.26 3.25 2.78 13.47 4.98 8.22
American Funds College 2027 529E 0.33 3.25 3.36 8.07 4.20 ---
Pioneer Solutions Balanced C -0.10 3.24 3.36 5.92 1.51 4.47
Osterweis Strategic Investment -1.01 3.24 3.09 14.14 3.57 8.58
Ivy Balanced B -0.87 3.24 2.97 7.06 3.01 6.61
JPMorgan Investor Balanced Select -0.33 3.23 3.13 9.91 4.86 6.85
Fidelity Advisor Income Repl 2038 A -0.49 3.23 3.12 10.39 4.63 7.34
State Farm Equity & Bond Premier -0.35 3.22 2.82 8.69 6.42 8.44
AT Income Opportunities Institutional -0.38 3.22 3.01 14.45 --- ---
Vanguard Balanced Index Adm -0.46 3.21 2.93 10.87 6.81 8.86
Putnam Dynamic Asset Allocation Bal A -0.39 3.21 3.06 10.89 5.87 8.69
MFS Total Return R6 -0.25 3.21 3.02 10.54 6.54 ---
MassMutual RetireSMART Moderate R5 -0.31 3.21 3.73 9.53 3.53 6.02
MassMutual RetireSMART Mod I -0.31 3.21 3.73 9.50 --- ---
State Farm Equity & Bond R2 -0.35 3.20 2.81 8.54 6.27 8.30
New Covenant Balanced Growth -0.41 3.20 2.81 9.25 4.98 6.83
MassMutual RetireSMART Moderate Admin -0.31 3.20 3.72 9.25 3.32 5.86
MassMutual Premier Balanced R3 -0.79 3.20 2.91 10.68 --- ---
Fidelity Income Replacement 2036 -0.47 3.20 3.12 10.48 4.84 7.46
BlackRock 60/40 Target Allocation Inv C -0.67 3.20 3.10 8.00 3.75 7.31
Pacific Funds Port Optim Mod A -0.51 3.19 3.20 10.72 4.30 6.05
MassMutual RetireSMART Moderate Svc -0.21 3.19 3.82 9.44 3.44 5.95
Fidelity Advisor Income Repl 2036 I -0.49 3.19 3.09 10.52 4.88 7.49
Vanguard Balanced Index Inv -0.47 3.18 2.90 10.74 6.67 8.71
Vanguard Balanced Index I -0.46 3.18 2.90 10.88 6.82 8.87
Putnam Dynamic Asset Allocation Bal R -0.45 3.18 2.96 10.68 5.60 8.43
Fidelity Advisor Income Repl 2040 C -0.53 3.18 3.06 9.80 3.93 6.73
Fidelity Advisor Income Repl 2038 T -0.52 3.18 3.04 10.12 4.37 7.07
1919 Socially Responsive Balanced I -0.76 3.18 2.70 9.26 4.72 7.16
Vanguard Wellington™ Admiral™ -0.26 3.17 2.80 13.00 7.56 9.80
Oakmark Equity And Income Service -1.30 3.17 2.70 13.14 4.65 7.88
MFS Total Return 529A -0.27 3.17 2.99 10.10 6.15 8.50
Waddell & Reed Continental Inc C -0.84 3.16 2.83 7.03 2.94 6.51
State Farm Equity & Bond A -0.35 3.16 2.76 8.65 6.39 8.42
Pacific Financial Dynamic Allc Instl -0.28 3.16 2.67 8.29 --- ---
MFS Total Return R3 -0.27 3.16 2.99 10.16 6.21 8.54
JPMorgan Investor Balanced A -0.33 3.16 3.07 9.66 4.60 6.58
Vanguard Wellington™ Inv -0.25 3.15 2.77 12.88 7.47 9.71
Prudential Moderate Allocation Z -0.64 3.15 3.21 10.56 4.05 6.72
Prudential Moderate Allocation A -0.64 3.15 3.19 10.29 3.79 6.46
MFS Total Return I -0.30 3.15 3.00 10.39 6.46 8.81
QS Conservative Growth I -0.34 3.14 3.22 10.02 --- ---
QS Conservative Growth A -0.34 3.14 3.21 9.79 3.69 6.53
Pax Balanced Institutional -0.26 3.14 4.10 9.36 5.37 7.30
MFS Total Return R4 -0.30 3.14 2.99 10.37 6.45 8.81
American Funds Retire Inc Port-Mod R6 0.28 3.14 3.18 8.33 --- ---
American Funds Retire Inc Port-Mod R4 0.28 3.14 3.13 8.15 --- ---
American Funds Income Portfolio R6 0.08 3.14 3.11 10.41 5.46 ---
American Funds Income Portfolio R5E 0.08 3.14 3.09 10.17 --- ---
American Funds Income Portfolio R5 0.00 3.14 3.10 10.26 5.39 ---
American Funds Income Portfolio 529F1 0.08 3.14 3.15 10.24 5.29 ---
RidgeWorth Moderate Allocation Strat A -0.34 3.13 2.89 7.72 3.54 5.75
Pax Balanced Individual Investor -0.22 3.13 1.45 9.06 5.11 7.02
Fidelity Advisor Income Repl 2036 A -0.51 3.13 3.04 10.19 4.57 7.19
Pacific Funds Port Optim Mod R -0.51 3.12 3.07 10.44 4.07 5.81
American Funds College 2027 529B 0.33 3.12 3.20 7.44 3.66 ---
State Farm Equity & Bond R1 -0.35 3.11 2.72 8.27 6.05 8.09
RidgeWorth Moderate Allocation Strat I -0.33 3.11 2.99 7.96 3.72 5.92
MFS Total Return A -0.32 3.11 2.94 10.12 6.20 8.54
MassMutual RetireSMART Mod R4 -0.31 3.11 3.63 9.11 --- ---
MassMutual RetireSMART Mod R3 -0.31 3.11 3.63 8.79 --- ---
1919 Socially Responsive Balanced A -0.76 3.11 2.62 8.98 4.46 6.88
Nationwide Inv Dest Mod R6 -0.22 3.10 3.21 10.49 4.49 6.83
Nationwide Inv Dest Mod Instl Svc -0.23 3.10 3.10 10.44 4.39 ---
Fidelity Income Replacement 2034 -0.49 3.10 3.02 10.29 4.77 7.31
Eaton Vance Balanced I 0.01 3.10 2.85 7.17 6.17 ---
Putnam Dynamic Asset Allocation Bal M -0.45 3.09 2.94 10.38 5.34 8.15
Prudential Moderate Allocation R -0.64 3.09 3.17 10.00 3.47 6.12
MassMutual RetireSMART Moderate A -0.31 3.09 3.60 8.88 3.05 5.57
Fidelity Advisor Income Repl 2036 T -0.51 3.09 2.99 9.95 4.32 6.93
American Funds College 2027 529C 0.25 3.09 3.15 7.42 3.63 ---
Waddell & Reed Continental Inc B -0.95 3.08 2.74 6.61 2.63 6.22
Fidelity Advisor Income Repl 2034 I -0.49 3.08 3.00 10.27 4.77 7.31
DFA Global Allocation 60/40 I -0.65 3.08 3.08 10.92 4.33 6.91
State Farm Equity & Bond B -0.35 3.07 2.66 7.91 5.65 7.72
Pax Balanced Retirement -0.30 3.07 2.66 8.79 4.85 6.77
DFA Global Allocation 60/40 R2 -0.65 3.07 3.00 10.64 4.09 6.65
MFS Total Return R2 -0.34 3.06 2.86 9.81 5.91 8.25
Loomis Sayles Multi-Asset Income N -0.64 3.06 2.74 11.06 --- ---
Great-West SecureFoundation® Bal ETF A -0.52 3.06 3.05 10.86 5.34 7.52
American Funds Income Portfolio A 0.00 3.06 3.02 9.99 5.11 ---
American Funds Income Portfolio 529A 0.00 3.06 3.00 9.91 5.05 ---
Nuveen Strategy Balanced Allc I -0.10 3.05 3.36 8.01 3.79 6.30
Fidelity Advisor Income Repl 2038 C -0.55 3.05 2.94 9.57 3.85 6.54
American Funds Retire Inc Port-Mod R5E 0.28 3.05 3.11 8.12 --- ---
American Funds Retire Inc Port-Mod F1 0.28 3.05 3.07 8.06 --- ---
American Funds Retire Inc Port-Mod A 0.28 3.05 3.10 8.08 --- ---
American Funds Income Portfolio R4 0.08 3.05 3.11 10.06 5.12 ---
American Funds Income Portfolio F2 0.00 3.05 3.09 10.22 5.36 ---
American Funds Income Portfolio F1 0.00 3.05 3.01 9.94 5.09 ---
Wells Fargo Index Asset Allocation C -0.37 3.04 2.59 8.72 7.60 9.71
Putnam Dynamic Asset Allocation Bal C -0.51 3.04 2.82 10.00 5.05 7.87
Nuveen Strategy Balanced Allc A -0.10 3.04 3.29 7.72 3.52 6.04
Neiman Balanced Allocation A -0.41 3.04 2.97 10.10 3.16 5.73
Invesco Moderate Allocation Y -0.44 3.04 3.12 10.29 3.72 5.76
Invesco Moderate Allocation R5 -0.42 3.04 3.13 10.35 3.69 5.75
Fidelity Advisor Income Repl 2034 A -0.50 3.04 2.95 10.01 4.51 7.04
Delaware Foundation Moderate Allc I -0.11 3.04 3.04 9.74 4.06 6.18
American Funds Retire Inc Port-Mod R5 0.28 3.04 3.09 8.04 --- ---
American Funds Retire Inc Port-Mod R3 0.28 3.04 3.03 8.17 --- ---
American Funds Retire Inc Port-Mod R2E 0.28 3.04 3.01 8.07 --- ---
American Funds Retire Inc Port-Mod F2 0.28 3.04 3.15 8.28 --- ---
State Farm Equity & Bond B Legacy -0.34 3.03 2.68 8.21 5.97 7.98
RidgeWorth Moderate Allocation Strat C -0.34 3.03 2.79 7.12 2.97 5.14
Putnam Dynamic Asset Allocation Bal B -0.51 3.03 2.81 10.05 5.08 7.89
Great-West Moderate Profile II Instl -0.40 3.03 2.85 11.24 --- ---
CornerCap Balanced -0.92 3.02 2.68 12.00 4.65 7.48
Cavanal Hill Active Core Institutional -0.30 3.01 2.89 8.05 5.28 7.16
QS Conservative Growth R -0.35 3.00 3.08 9.42 --- ---
Pacific Funds Port Optim Mod C -0.59 3.00 2.95 9.97 3.55 5.32
Nationwide Inv Dest Mod Svc -0.21 3.00 3.11 10.15 4.10 6.42
Nationwide Inv Dest Mod R -0.28 3.00 3.00 9.88 3.82 6.15
Nationwide Inv Dest Mod A -0.30 3.00 3.10 10.16 4.11 6.46
JPMorgan Investor Balanced C -0.34 3.00 2.89 9.03 4.05 6.01
Invesco Moderate Allocation S -0.40 3.00 3.09 10.19 3.58 5.61
Invesco Moderate Allocation R -0.42 3.00 3.00 9.81 3.21 5.25
VY® Franklin Income I -0.70 2.99 3.08 16.84 4.43 7.81
Pacific Funds Port Optim Mod B -0.59 2.99 2.95 9.96 3.54 5.30
MFS Total Return B -0.32 2.99 2.80 9.34 5.41 7.73
Invesco Moderate Allocation A -0.43 2.98 2.98 9.96 3.47 5.49
WesMark Balanced -0.08 2.97 2.72 10.76 5.49 6.61
Nuveen Strategy Balanced Allc R3 -0.10 2.97 3.28 7.46 3.28 5.78
MFS Total Return 529C -0.38 2.97 2.72 9.26 5.35 7.66
Loomis Sayles Multi-Asset Income Y -0.64 2.97 2.66 11.00 6.85 ---
Fidelity Advisor Income Repl 2036 C -0.56 2.97 2.86 9.38 3.79 6.39
Fidelity Advisor Income Repl 2034 T -0.53 2.97 2.83 9.69 4.23 6.76
American Funds Income Portfolio R3 0.00 2.97 2.94 9.68 4.79 ---
American Funds Income Portfolio R2E 0.08 2.97 2.95 9.89 --- ---
American Funds Income Portfolio 529E 0.00 2.97 3.02 9.66 4.82 ---
State Farm Balanced 0.29 2.96 2.83 10.25 6.58 7.63
Praxis Genesis Balanced A -0.34 2.96 2.96 9.25 4.15 6.20
Fidelity Income Replacement 2032 -0.50 2.96 2.89 10.01 4.70 7.16
Fidelity Advisor Income Repl 2032 I -0.50 2.96 2.89 10.01 4.70 7.16
American Funds Income Portfolio B 0.00 2.96 2.87 9.18 4.32 ---
1919 Socially Responsive Balanced C -0.81 2.96 2.45 8.19 3.72 6.13
QS Conservative Growth C -0.33 2.95 3.05 9.04 2.97 5.78
Prudential Moderate Allocation C -0.71 2.95 2.99 9.42 3.00 5.66
American Funds Retire Inc Port-Mod B 0.19 2.95 2.94 7.46 --- ---
Prudential Balanced Z -0.63 2.94 2.73 10.06 6.67 9.04
MFS Total Return R1 -0.38 2.94 2.75 9.30 5.39 7.72
Mairs & Power Balanced Inv -0.12 2.94 2.65 10.56 6.17 9.20
Cavanal Hill Active Core Investor -0.30 2.94 2.83 7.80 5.09 6.93
Franklin NextStep Moderate A -0.27 2.93 3.05 7.53 --- ---
Delaware Foundation Moderate Allc R -0.15 2.93 2.93 9.14 3.53 5.65
VY® Franklin Income S2 -0.70 2.92 2.92 16.36 4.11 7.43
VY® Franklin Income A -0.73 2.92 2.92 16.14 3.89 7.22
TETON Westwood Balanced I -0.26 2.92 2.55 9.13 5.52 7.85
TETON Westwood Balanced AAA -0.34 2.92 2.46 8.82 5.26 7.58
Russell LifePoints Balanced Strategy R1 -0.09 2.92 3.01 11.10 4.58 6.23
MFS Total Return C -0.37 2.92 2.73 9.30 5.39 7.72
MFS Total Return 529B -0.38 2.92 2.73 9.22 5.33 7.67
Loomis Sayles Multi-Asset Income A -0.66 2.92 2.61 10.67 6.58 7.39
Eaton Vance Balanced A -0.17 2.92 2.67 6.79 5.91 8.66
VY® Franklin Income S -0.70 2.91 3.01 16.52 4.25 7.58
Stringer Moderate Growth Institutional -0.40 2.91 2.90 7.30 --- ---
Stringer Moderate Growth A -0.30 2.91 2.92 7.11 --- ---
Fidelity Advisor Income Repl 2032 A -0.52 2.91 2.82 9.72 4.44 6.89
TETON Westwood Balanced A -0.26 2.90 2.45 8.58 5.01 7.32
QS Dynamic Multi-Strategy I -0.27 2.90 2.90 2.69 0.01 ---
Prudential Balanced A -0.63 2.90 2.62 9.72 6.35 8.70
Delaware Foundation Moderate Allc A -0.17 2.90 2.90 9.39 3.79 5.94
American Funds Income Portfolio R2 0.00 2.90 2.83 9.23 4.30 ---
American Funds Income Portfolio R1 -0.08 2.90 2.82 9.12 4.30 ---
American Funds Income Portfolio C 0.00 2.90 2.81 9.14 4.30 ---
American Funds Income Portfolio 529C 0.00 2.90 2.89 9.14 4.25 ---
Invesco Moderate Allocation C -0.47 2.89 2.89 9.27 2.69 4.71
Pacific Financial Dynamic Allc Inv -0.37 2.88 2.52 7.53 --- ---
Nuveen Strategy Balanced Allc C -0.20 2.88 3.14 6.93 2.72 5.24
LKCM Balanced -0.24 2.88 2.39 11.89 6.05 9.08
Invesco Moderate Allocation B -0.47 2.88 2.88 9.26 2.72 4.72
Green Century Balanced -0.94 2.88 2.47 8.61 4.15 7.89
Great-West Moderate Profile II Init -0.42 2.88 2.78 10.83 5.28 7.45
Great-West Moderate Profile I Init -0.48 2.88 2.75 10.59 5.10 7.29
Calvert Balanced I -0.28 2.88 2.54 10.13 5.75 7.76
American Funds Income Portfolio 529B -0.08 2.88 2.84 9.12 4.24 ---
Prudential Moderate Allocation B -0.71 2.87 2.99 9.42 2.99 5.64
Eaton Vance Balanced R6 -0.21 2.87 2.75 --- --- ---
Eaton Vance Balanced R -0.10 2.87 2.75 --- --- ---
Cavanal Hill Active Core A -0.38 2.87 2.77 7.68 4.99 6.85
Calvert Balanced Y -0.28 2.87 2.52 10.03 5.53 ---
American Funds Retire Inc Port-Mod C 0.19 2.87 2.92 7.29 --- ---
Fidelity Advisor Income Repl 2034 C -0.57 2.86 2.74 9.18 3.73 6.24
Dodge & Cox Balanced -1.28 2.86 2.14 19.48 7.61 11.85
American Funds Retire Inc Port-Mod R1 0.19 2.86 2.95 7.40 --- ---
Thrivent Balanced Income Plus S -0.47 2.85 2.95 9.37 4.64 7.64
Fidelity Advisor Income Repl 2032 T -0.53 2.85 2.75 9.45 4.18 6.63
Eaton Vance Balanced C -0.11 2.85 2.60 6.01 5.13 7.85
American Funds Retire Inc Port-Mod R2 0.19 2.85 2.91 7.76 --- ---
Thrivent Balanced Income Plus A -0.47 2.84 2.86 8.96 4.24 7.22
Russell LifePoints Balanced Strategy E -0.09 2.84 2.94 10.82 4.22 5.84
Great-West SecureFoundation® Bal Instl -0.51 2.84 2.81 10.74 --- ---
Fidelity Income Replacement 2030 -0.48 2.84 2.78 9.68 4.58 6.97
Fidelity Advisor Income Repl 2030 I -0.49 2.84 2.78 9.68 4.58 6.97
AIG Active Allocation A -0.73 2.84 2.59 9.94 4.19 6.21
Russell LifePoints Balanced Strategy S -0.09 2.83 2.92 11.05 4.47 6.10
Port Street Institutional Opps Instl -0.37 2.83 2.66 7.65 --- ---
Calvert Balanced A -0.28 2.83 2.48 9.74 5.31 7.28
Neiman Balanced Allocation C -0.41 2.81 2.72 9.17 2.37 4.93
Loomis Sayles Multi-Asset Income C -0.72 2.81 2.43 9.89 5.80 6.59
Great-West Moderate Profile II L -0.48 2.81 2.63 10.49 5.00 7.19
1919 Socially Responsive Balanced B -0.84 2.81 2.35 7.55 3.45 5.78
Prudential Balanced R -0.66 2.79 2.58 9.50 6.13 8.49
Cavanal Hill Active Core C -0.38 2.79 2.57 6.95 --- ---
TETON Westwood Balanced C -0.34 2.78 2.33 7.99 4.49 6.78
Fidelity Advisor Income Repl 2030 A -0.51 2.77 2.72 9.41 4.31 6.70
Russell LifePoints Balanced Strategy R4 -0.18 2.76 2.85 10.80 4.27 5.86
Russell LifePoints Balanced Strategy A -0.09 2.76 2.95 10.95 4.31 5.91
Nationwide Inv Dest Mod C -0.39 2.76 2.87 9.32 3.37 5.71
Great-West SecureFoundation® Bal G -0.53 2.76 2.72 10.36 5.27 7.44
Great-West SecureFoundation® Bal L -0.51 2.75 2.70 10.12 5.03 7.17
Fidelity Advisor Income Repl 2032 C -0.56 2.75 2.65 8.92 3.66 6.10
Deutsche Multi-Asset Moderate Allc S -0.64 2.75 2.59 9.85 2.99 6.39
Deutsche Multi-Asset Moderate Allc A -0.74 2.74 2.54 9.55 2.75 6.14
Great-West SecureFoundation® Bal G1 -0.60 2.73 2.71 10.21 5.18 7.33
FPA Crescent -1.70 2.73 1.98 13.19 5.35 8.50
QS Dynamic Multi-Strategy A -0.36 2.72 2.81 2.32 -0.29 ---
Fidelity Advisor Income Repl 2030 T -0.53 2.72 2.63 9.14 4.06 6.45
Eaton Vance Balanced B -0.12 2.72 2.60 6.03 5.13 7.84
Stringer Moderate Growth C -0.40 2.71 2.68 6.22 --- ---
RiverFront Moderate Growth & Income I -0.59 2.71 2.52 9.43 4.40 6.00
RiverFront Moderate Growth & Income A -0.51 2.71 2.48 9.27 4.18 5.74
Delaware Foundation Moderate Allc C -0.27 2.70 2.70 8.56 2.97 5.11
Prudential Balanced C -0.68 2.69 2.41 8.98 5.61 7.95
Prudential Balanced B -0.74 2.69 2.41 8.90 5.59 7.93
AIG Active Allocation C -0.74 2.67 2.41 9.24 3.52 5.54
Russell LifePoints Balanced Strategy R5 -0.18 2.66 2.85 10.52 4.02 5.60
Franklin NextStep Moderate C -0.27 2.66 2.87 6.70 --- ---
Fidelity Income Replacement 2028 -0.48 2.66 2.62 9.22 4.42 6.74
QS Dynamic Multi-Strategy C -0.37 2.65 2.65 1.58 -1.01 ---
Calvert Balanced C -0.36 2.65 2.26 8.82 4.47 6.42
Fidelity Advisor Income Repl 2028 I -0.48 2.64 2.62 9.20 4.42 6.74
Russell LifePoints Balanced Strategy C -0.09 2.63 2.82 10.15 3.52 5.12
Transamerica Instl Asst Allc Interm Hrzn -0.57 2.62 2.62 8.75 3.95 6.14
AIG Active Allocation B -0.80 2.61 2.35 9.16 3.48 5.50
Fidelity Advisor Income Repl 2030 C -0.57 2.60 2.50 8.58 3.53 5.90
Thrivent Moderate Allocation S -0.68 2.59 2.51 11.11 4.93 7.33
Schwab MarketTrack Balanced -0.61 2.59 2.55 10.57 4.86 7.15
Fidelity Advisor Income Repl 2028 A -0.50 2.59 2.55 8.95 4.16 6.47
Fidelity Advisor Income Repl 2028 T -0.50 2.55 2.50 8.68 3.90 6.21
Transamerica Asset Allc Interm Horizon -0.58 2.54 2.54 8.48 3.61 5.81
Madison Diversified Income A -0.03 2.53 2.35 9.31 5.83 7.46
Dreyfus Balanced Opportunity Z -1.35 2.53 2.05 13.31 6.05 8.94
Thrivent Moderate Allocation A -0.69 2.52 2.45 10.71 4.59 6.97
Deutsche Multi-Asset Moderate Allc C -0.74 2.52 2.39 8.72 1.99 5.35
Dreyfus Balanced Opportunity Y -1.34 2.51 2.01 --- --- ---
Dreyfus Balanced Opportunity J -1.39 2.51 2.01 13.36 6.11 9.04
Dreyfus Balanced Opportunity I -1.34 2.51 2.01 13.36 6.11 9.07
RiverFront Moderate Growth & Income C -0.68 2.47 2.28 8.31 3.38 4.94
Federated MDT Balanced R6 -0.99 2.47 2.23 9.21 4.12 7.65
Fidelity Advisor Income Repl 2028 C -0.54 2.43 2.36 8.13 3.38 5.68
Dreyfus Balanced Opportunity A -1.43 2.42 1.92 13.07 5.84 8.80
Columbia Flexible Capital Income I -1.36 2.42 2.25 20.15 5.47 8.47
Arrow DWA Balanced Institutional -1.78 2.42 2.34 3.59 0.98 4.14
VALIC Company II Moderate Gr Lifestyle -1.30 2.41 2.55 10.39 4.28 7.01
Federated MDT Balanced Instl -1.05 2.41 2.16 9.45 4.53 8.15
Federated MDT Balanced A -1.05 2.41 2.15 9.19 4.29 7.90
Columbia Flexible Capital Income A -1.38 2.40 2.23 19.68 5.03 8.03
Madison Diversified Income C -0.09 2.39 2.14 8.44 5.04 ---
Madison Diversified Income B -0.02 2.39 2.14 8.51 5.06 6.67
Columbia Flexible Capital Income Z -1.40 2.38 2.21 19.95 5.27 8.30
Columbia Flexible Capital Income R5 -1.38 2.38 2.29 19.98 5.36 ---
Columbia Flexible Capital Income R4 -1.39 2.37 2.20 19.89 5.26 ---
Arrow DWA Balanced A -1.80 2.36 2.28 3.37 0.73 3.90
Pacific Financial Fth & Vls Bsd Mod Inv -0.76 2.35 1.95 8.19 1.57 ---
PSG Tactical Growth -1.23 2.33 3.31 6.08 -3.12 ---
First Investors Total Return Instl -0.72 2.33 2.10 9.03 4.37 ---
Columbia Flexible Capital Income W -1.38 2.32 2.15 19.58 4.99 8.03
Lord Abbett Multi-Asset Balanced Opp I -1.31 2.30 2.12 14.04 4.19 7.54
First Investors Total Return A -0.72 2.29 2.01 8.63 3.96 7.10
First Investors Total Return Adv -0.77 2.28 1.89 8.94 4.34 ---
Dreyfus Balanced Opportunity C -1.48 2.27 1.75 12.24 5.06 7.98
Columbia Flexible Capital Income R -1.44 2.26 2.09 19.34 4.74 7.74
Federated MDT Balanced C -1.06 2.25 2.02 8.41 3.50 7.10
Columbia Flexible Capital Income C -1.41 2.23 1.97 18.70 4.24 7.23
Lord Abbett Multi-Asset Balanced Opp R6 -1.40 2.22 2.04 13.97 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 -1.40 2.21 2.12 13.98 --- ---
Lord Abbett Multi-Asset Balanced Opp F -1.41 2.20 2.01 13.94 4.08 7.44
Franklin Balanced R6 -0.80 2.20 1.94 11.64 6.07 ---
Lord Abbett Multi-Asset Balanced Opp R4 -1.41 2.18 1.98 13.66 --- ---
Lord Abbett Multi-Asset Balanced Opp A -1.33 2.17 2.06 13.75 3.93 7.28
Franklin Balanced Adv -0.81 2.17 1.92 11.52 5.93 7.68
Lord Abbett Multi-Asset Balanced Opp P -1.35 2.15 2.02 13.48 3.71 7.07
Arrow DWA Balanced C -1.90 2.15 2.07 2.60 -0.04 3.11
Lord Abbett Multi-Asset Balanced Opp R3 -1.44 2.14 1.91 13.41 3.66 7.02
Rational Strategic Allocation Instl -1.44 2.13 1.48 --- --- ---
Manning & Napier Strategic Inc Modrt I -0.60 2.12 2.22 9.18 5.32 ---
First Investors Total Return B -0.79 2.11 1.80 7.79 3.15 6.29
Manning & Napier Strategic Inc Modrt S -0.56 2.07 2.17 8.92 5.07 ---
Lord Abbett Multi-Asset Balanced Opp R2 -1.42 2.07 1.93 13.37 3.56 6.90
Lord Abbett Multi-Asset Balanced Opp C -1.40 2.06 1.88 12.89 3.17 6.50
SEI Conservative Strategy Allc F (SAAT) -1.03 2.04 2.49 11.80 8.00 10.23
Lord Abbett Multi-Asset Balanced Opp B -1.48 2.04 1.77 12.87 3.13 6.46
Franklin Balanced A -0.83 2.03 1.86 11.19 5.62 7.36
Rational Strategic Allocation A -1.54 2.02 1.48 9.67 3.21 4.95
Hotchkis & Wiley Capital Income I -1.81 2.02 2.14 20.91 6.07 10.29
SEI Defensive Strategy Allc F (SAAT) -1.03 1.98 2.45 12.25 7.58 9.77
Hotchkis & Wiley Capital Income A -1.92 1.97 2.00 20.48 5.82 10.47
Franklin Balanced C -0.90 1.95 1.69 10.38 4.88 6.59
Regal Total Return A -0.75 1.93 1.74 7.36 --- ---
Rational Strategic Allocation C -1.54 1.92 1.38 --- --- ---
Holland Balanced 0.00 1.83 0.97 9.11 6.02 8.41
Invesco Equity and Income R5 -1.77 1.67 1.00 18.01 7.04 10.74
Invesco Equity and Income Y -1.70 1.66 0.99 17.93 7.00 10.66
American Beacon Balanced Instl -1.37 1.64 0.94 13.18 5.49 8.72
American Beacon Balanced Y -1.38 1.62 0.92 13.21 5.44 8.64
Timothy Plan Strategic Growth A -1.33 1.60 1.95 5.83 0.66 4.19
Invesco Equity and Income R6 -1.75 1.60 0.93 18.02 7.14 ---
Invesco Equity and Income A -1.76 1.59 0.92 17.63 6.73 10.38
American Beacon Balanced Inv -1.39 1.57 0.87 12.70 5.11 8.33
VY® Invesco Equity and Income I -1.73 1.56 0.91 17.76 6.94 10.52
American Beacon Balanced A -1.40 1.55 0.84 12.62 5.03 8.24
American Beacon Balanced Adv -1.41 1.53 0.82 12.50 4.94 8.16
MainStay Balanced I -1.43 1.50 1.15 9.58 5.59 9.19
VALIC Company I Asset Allocation -1.91 1.49 1.58 9.11 4.40 6.66
VY® Invesco Equity and Income S -1.76 1.48 0.84 17.45 6.67 10.24
MainStay Balanced R1 -1.43 1.47 1.13 9.45 5.48 9.09
VY® Invesco Equity and Income S2 -1.79 1.46 0.79 17.30 6.53 10.09
Perkins Value Plus Income I -0.93 1.45 1.24 11.79 5.57 7.80
MainStay Balanced R2 -1.43 1.44 1.10 9.20 5.22 8.81
MainStay Balanced A -1.46 1.44 1.09 9.31 5.31 8.92
VY® Invesco Equity and Income A -1.78 1.43 0.77 17.17 6.40 9.96
Perkins Value Plus Income D -0.94 1.43 1.23 11.73 5.50 7.69
Invesco Equity and Income R -1.81 1.43 0.76 17.25 6.44 10.09
Invesco Equity and Income C -1.78 1.43 0.75 16.71 5.91 9.56
Invesco Equity and Income B -1.80 1.43 0.75 16.78 5.93 9.59
Perkins Value Plus Income A -0.86 1.41 1.20 11.60 5.36 7.56
MainStay Balanced Inv -1.46 1.41 1.06 9.14 5.15 8.74
Timothy Plan Strategic Growth C -1.34 1.38 1.77 5.08 -0.11 3.41
MainStay Balanced R3 -1.47 1.38 1.03 8.91 4.94 8.54
American Beacon Balanced C -1.46 1.38 0.66 11.77 4.25 7.41
Villere Balanced Inv -3.54 1.37 0.39 9.46 0.51 6.23
Centaur Total Return -1.00 1.34 0.94 9.09 3.84 7.89
Perkins Value Plus Income T -0.95 1.33 1.12 11.64 5.43 7.65
Perkins Value Plus Income S -0.97 1.32 1.17 11.46 5.29 7.47
Hennessy Balanced Investor -0.40 1.31 0.83 7.64 4.44 5.18
Intrepid Capital Investor -0.43 1.30 1.23 14.21 3.08 6.57
Intrepid Capital Institutional -0.43 1.30 1.39 14.49 3.35 6.84
Perkins Value Plus Income C -0.92 1.29 1.01 10.80 4.58 6.77
MainStay Balanced B -1.50 1.26 0.88 8.35 4.38 7.94
MainStay Balanced C -1.53 1.23 0.85 8.28 4.37 7.93
LK Balanced Institutional -1.97 0.55 -0.14 8.49 1.42 ---
AB All Market Real Return Z -1.77 0.48 1.46 12.12 -6.16 ---
AB All Market Real Return I -1.77 0.48 1.46 12.12 -6.18 -3.52
AB All Market Real Return Advisor -1.76 0.48 1.45 12.00 -6.26 -3.56
AB All Market Real Return 2 -1.75 0.48 1.44 12.09 -6.13 -3.50
Highland Total Return Y -2.40 0.40 0.71 11.18 4.87 6.72
Highland Total Return A -2.39 0.36 0.63 10.92 4.62 6.46
AB All Market Real Return K -1.77 0.36 1.34 11.74 -6.50 -3.82
AB All Market Real Return A -1.75 0.36 1.45 11.69 -6.52 -3.84
AB All Market Real Return 1 -1.78 0.36 1.35 11.81 -6.40 -3.76
AB All Market Real Return R -1.77 0.24 1.34 11.38 -6.73 -4.07
AB All Market Real Return C -1.87 0.24 1.21 10.79 -7.20 -4.54
Highland Total Return C -2.46 0.15 0.45 10.10 3.83 5.67
Prudential Real Assets Z -1.79 0.02 0.62 3.50 -0.79 0.83
Avondale Core Investment -0.20 0.00 -0.10 0.62 --- ---
Prudential Real Assets Q -1.89 -0.08 0.64 3.48 --- ---
Timothy Plan Growth & Income I -2.25 -0.09 0.09 2.95 0.00 ---
Timothy Plan Growth & Income A -2.17 -0.09 0.09 2.74 -0.22 ---
Timothy Plan Defensive Strategies I -2.10 -0.09 0.90 3.17 0.58 ---
Prudential Real Assets A -1.90 -0.10 0.55 3.16 -1.05 0.58
ALPS/Sterling ETF Tactical Rotation I -2.37 -0.11 0.47 3.24 --- ---
ALPS/Sterling ETF Tactical Rotation A -2.39 -0.11 0.41 2.98 --- ---
Poplar Forest Cornerstone Institutional -2.35 -0.15 -0.83 14.58 --- ---
Timothy Plan Defensive Strategies A -2.09 -0.18 0.90 2.99 0.35 -0.60
Poplar Forest Cornerstone A -2.39 -0.19 -0.87 14.29 --- ---
Prudential Real Assets C -1.91 -0.26 0.36 2.50 -1.77 -0.17
Prudential Real Assets B -1.91 -0.26 0.36 2.38 -1.80 -0.17
Timothy Plan Growth & Income C -2.31 -0.28 -0.09 1.93 -0.99 ---
Greenspring -1.95 -0.32 -0.68 15.89 2.91 6.01
ALPS/Sterling ETF Tactical Rotation C -2.43 -0.34 0.19 2.21 --- ---
Timothy Plan Defensive Strategies C -2.18 -0.37 0.65 2.08 -0.45 -1.36
Salient Select Opportunity Institutional -4.34 -1.04 -1.43 27.19 1.72 ---
Salient Select Opportunity Investor -4.34 -1.12 -1.54 26.72 --- ---
Salient Select Opportunity A -4.35 -1.12 -1.56 26.56 1.22 ---
Salient Select Opportunity C -4.40 -1.25 -1.69 25.87 0.73 ---
Chou Opportunity -7.03 -3.85 -3.69 8.82 -11.23 1.75
Fairholme Allocation -3.97 -4.41 -5.29 18.55 -7.20 3.12
Wells Fargo WealthBuilder Gr Bal A -0.36 --- --- --- --- ---
Transamerica Multi-Managed Balanced T1 --- --- --- --- --- ---
Transamerica Multi-Managed Balanced Adv --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr T1 --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr Adv --- --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
Hartford Checks and Balances F --- --- --- --- --- ---
Hartford Balanced F --- --- --- --- --- ---
Columbia Flexible Capital Income Y --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F3 0.28 --- --- --- --- ---
American Funds Retire Inc Port-Enh F3 0.36 --- --- --- --- ---
American Funds Income F3 0.08 --- --- --- --- ---
American Funds Balanced F3 0.59 --- --- --- --- ---
American Funds American Balanced F3 0.00 --- --- --- --- ---
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