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Data through 9/26/2016. 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 -0.31 5.72 4.51 7.90 5.02 8.74
Catalyst/SMH Total Return Income I 0.01 25.12 10.83 16.85 -6.45 ---
Catalyst/SMH Total Return Income A LW -0.25 24.54 10.76 16.24 -6.70 0.65
Catalyst/SMH Total Return Income A -0.25 24.54 10.76 16.24 -6.70 0.65
Catalyst/SMH Total Return Income C -0.32 23.93 10.55 15.66 -7.41 -0.06
Brookfield Real Assets Securities I 0.24 15.28 5.93 11.70 --- ---
Brookfield Real Assets Securities Y 0.24 15.26 5.92 11.56 --- ---
Camelot Premium Return A Load Waived -1.53 15.24 8.42 12.00 4.68 9.92
Camelot Premium Return A -1.53 15.24 8.42 12.00 4.68 9.92
Brookfield Real Assets Securities A LW 0.25 15.14 5.92 11.42 --- ---
Brookfield Real Assets Securities A 0.25 15.14 5.92 11.42 --- ---
Brookfield Real Assets Securities C 0.07 14.66 5.60 10.77 --- ---
Camelot Premium Return C -1.65 14.42 8.05 10.97 3.87 9.09
Columbia Flexible Capital Income R5 0.46 14.11 8.14 12.81 5.22 ---
Columbia Flexible Capital Income I 0.50 14.07 8.13 12.90 5.33 10.35
Columbia Flexible Capital Income Z 0.44 13.96 8.09 12.72 5.11 10.18
Columbia Flexible Capital Income R4 0.44 13.94 8.13 12.72 5.13 ---
Columbia Flexible Capital Income W 0.38 13.74 8.02 12.34 4.83 9.90
Columbia Flexible Capital Income A LW 0.47 13.74 8.02 12.44 4.88 9.93
Columbia Flexible Capital Income A 0.47 13.74 8.02 12.44 4.88 9.93
Columbia Flexible Capital Income R 0.40 13.55 7.96 12.07 4.58 9.62
Columbia Flexible Capital Income C 0.28 13.09 7.77 11.56 4.08 9.09
Roumell Opportunistic Value Instl -0.52 12.68 11.37 6.25 -6.47 0.71
Roumell Opportunistic Value A LW -0.53 12.52 11.36 6.00 -6.65 0.47
Roumell Opportunistic Value A -0.53 12.52 11.36 6.00 -6.65 0.47
Hotchkis & Wiley Capital Income I 0.42 11.90 9.15 9.48 5.57 11.23
Roumell Opportunistic Value C -0.63 11.78 11.19 5.10 -7.38 ---
Hotchkis & Wiley Capital Income A LW 0.38 11.64 9.02 9.23 5.33 11.57
Hotchkis & Wiley Capital Income A 0.38 11.64 9.02 9.23 5.33 11.57
Timothy Plan Defensive Strategies I 0.26 11.53 2.31 9.10 1.79 ---
Intrepid Capital Institutional -0.43 11.40 3.99 11.03 4.71 8.33
SEI Defensive Strategy Allc A (SAAT) 0.20 11.30 5.03 12.14 9.04 11.81
Timothy Plan Defensive Strategies A LW 0.17 11.23 2.22 8.70 1.51 1.29
Timothy Plan Defensive Strategies A 0.17 11.23 2.22 8.70 1.51 1.29
Greenspring -0.47 11.18 6.70 11.62 1.23 6.71
Intrepid Capital Investor -0.43 11.17 3.93 10.74 4.46 8.06
AT Income Opportunities Institutional -0.69 11.13 6.21 11.83 --- ---
VY® Franklin Income I 0.09 10.98 5.78 11.97 4.72 8.43
SEI Conservative Strategy Allc A (SAAT) 0.14 10.98 4.87 12.41 9.57 12.33
Virtus Herzfeld I 0.09 10.93 6.90 14.07 6.79 ---
VY® Franklin Income S 0.00 10.73 5.73 11.95 4.54 8.20
Poplar Forest Cornerstone Institutional -1.21 10.72 5.63 13.99 --- ---
Virtus Herzfeld A Load Waived 0.09 10.71 6.85 13.79 6.51 ---
Virtus Herzfeld A 0.09 10.71 6.85 13.79 6.51 ---
Timothy Plan Defensive Strategies C 0.09 10.70 2.03 8.00 0.76 0.53
RiverNorth Core Opportunity I -0.61 10.68 5.73 12.34 --- ---
VY® Franklin Income S2 0.10 10.67 5.66 11.78 4.41 8.05
VY® Franklin Income A 0.00 10.48 5.64 11.62 4.17 7.83
Poplar Forest Cornerstone A Load Waived -1.25 10.46 5.56 13.66 --- ---
Poplar Forest Cornerstone A -1.25 10.46 5.56 13.66 --- ---
RiverNorth Core Opportunity R -0.61 10.44 5.67 12.06 5.11 8.82
Villere Balanced Inv -0.77 10.20 7.78 4.66 1.32 9.42
Virtus Herzfeld C 0.09 10.15 6.69 13.01 5.71 ---
American Funds Income Portfolio R6 -0.11 9.06 3.80 10.83 5.77 ---
Mairs & Power Balanced Inv -1.20 8.95 2.99 12.53 6.67 11.47
GuideStone Funds Defensv Mkt Strats Inst -0.33 8.94 4.05 13.12 8.86 10.85
American Funds Income Portfolio R5 -0.13 8.93 3.78 10.67 5.71 ---
American Funds Income Portfolio F2 -0.14 8.91 3.69 10.65 5.64 ---
American Funds Income Portfolio 529F1 -0.15 8.85 3.76 10.66 5.57 ---
American Funds Income Portfolio R2E -0.11 8.82 3.72 10.50 --- ---
Franklin Balanced R6 -0.81 8.80 4.41 12.24 6.21 ---
American Funds Income Portfolio R5E -0.21 8.76 3.70 --- --- ---
American Funds Income Portfolio A LW -0.19 8.75 3.73 10.41 5.43 ---
American Funds Income Portfolio A -0.19 8.75 3.73 10.41 5.43 ---
GuideStone Funds Defensv Mkt Strats Inv -0.41 8.72 3.96 12.74 8.58 10.57
Franklin Balanced Adv -0.91 8.72 4.38 12.13 6.07 9.55
American Funds Income Portfolio R4 -0.20 8.72 3.63 10.39 5.41 ---
American Funds Income Portfolio F1 -0.12 8.70 3.71 10.45 5.38 ---
American Funds Income Portfolio 529A -0.13 8.69 3.71 10.31 5.34 ---
American Funds Income Portfolio R3 -0.18 8.51 3.66 10.07 5.07 ---
American Funds Income Portfolio 529E -0.18 8.51 3.56 10.06 5.07 ---
Franklin Balanced A Load Waived -0.93 8.45 4.24 11.79 5.75 9.21
Franklin Balanced A -0.93 8.45 4.24 11.79 5.75 9.21
Prudential Real Assets Z 0.52 8.44 2.00 6.53 0.99 2.32
Prudential Real Assets Q 0.52 8.37 1.91 6.52 --- ---
Prudential Real Assets A Load Waived 0.52 8.22 1.83 6.20 0.75 2.07
Prudential Real Assets A 0.52 8.22 1.83 6.20 0.75 2.07
American Funds Income Portfolio 529C -0.23 8.14 3.53 9.52 4.54 ---
American Funds Income Portfolio C -0.21 8.11 3.46 9.54 4.63 ---
American Funds Income Portfolio R2 -0.28 8.10 3.47 9.51 4.58 ---
American Funds Income Portfolio R1 -0.21 8.10 3.46 9.59 4.59 ---
American Funds Income Portfolio B -0.25 8.10 3.49 9.57 4.62 ---
Dodge & Cox Balanced 0.17 8.07 7.62 11.18 7.27 13.05
American Funds Income Portfolio 529B -0.26 8.07 3.48 9.41 4.51 ---
Franklin Balanced C -1.00 7.92 4.09 10.97 5.01 8.47
Manning & Napier Strategic Inc Modrt I -0.43 7.82 3.70 10.84 5.76 ---
American Funds Retire Inc Port-Enh F2 -0.37 7.78 3.93 11.67 --- ---
American Funds Retire Inc Port-Enh R5E -0.37 7.70 3.88 --- --- ---
American Funds Retire Inc Port-Enh R1 -0.37 7.70 3.89 11.53 --- ---
SEI Aggressive Strategy A (SAAT) -0.23 7.68 6.67 9.55 4.63 9.88
American Funds Retire Inc Port-Enh R6 -0.37 7.68 3.88 11.52 --- ---
Manning & Napier Strategic Inc Modrt S -0.40 7.63 3.64 10.68 5.51 ---
American Funds Retire Inc Port-Enh F1 -0.37 7.61 3.78 11.34 --- ---
American Funds Retire Inc Port-Enh R4 -0.37 7.60 3.80 11.41 --- ---
Prudential Real Assets C 0.42 7.58 1.64 5.33 -0.05 1.30
Loomis Sayles Multi-Asset Income N -0.87 7.58 2.79 10.41 --- ---
American Funds Retire Inc Port-Enh R5 -0.37 7.58 3.79 11.40 --- ---
American Funds Retire Inc Port-Enh A LW -0.37 7.58 3.78 11.33 --- ---
American Funds Retire Inc Port-Enh A -0.37 7.58 3.78 11.33 --- ---
Prudential Real Assets B 0.42 7.57 1.64 5.44 -0.01 1.30
American Funds Retire Inc Port-Enh R2E -0.46 7.57 3.77 11.39 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 -0.01 7.55 6.34 7.95 --- ---
JHFunds2 Capital Appreciation Value NAV -0.17 7.52 4.04 11.59 10.28 13.99
T. Rowe Price Capital Appreciation I -0.19 7.50 4.02 --- --- ---
VY® T. Rowe Price Capital Apprec I -0.19 7.49 3.95 11.55 10.48 14.15
SEI Aggressive Strategy I (SAAT) -0.31 7.49 6.61 9.27 4.36 9.61
MFS Moderate Allocation I -0.24 7.49 4.59 9.27 5.07 8.57
Northern Global Tactical Asset Allc 0.00 7.48 5.07 9.13 3.87 7.47
MFS Moderate Allocation R4 -0.24 7.46 4.53 9.26 5.05 8.56
Lord Abbett Multi-Asset Balanced Opp I -0.01 7.46 6.34 7.86 4.37 9.40
Loomis Sayles Multi-Asset Income Y -0.80 7.46 2.70 10.44 6.66 ---
T. Rowe Price Capital Appreciation -0.19 7.43 3.98 11.54 10.36 14.07
Lord Abbett Multi-Asset Balanced Opp F -0.11 7.39 6.22 7.76 4.27 9.28
Lord Abbett Multi-Asset Balanced Opp R6 -0.10 7.38 6.25 7.79 --- ---
American Funds Retire Inc Port-Enh B -0.37 7.36 3.76 11.15 --- ---
American Funds Retire Inc Port-Enh R3 -0.47 7.35 3.73 11.11 --- ---
VY® T. Rowe Price Capital Apprec S -0.19 7.33 3.91 11.32 10.20 13.87
MFS Moderate Allocation R3 -0.24 7.32 4.49 8.98 4.80 8.29
JHancock Lifestyle II Balanced R6 -0.19 7.29 4.94 9.91 --- ---
Lord Abbett Multi-Asset Balanced Opp R4 -0.12 7.28 6.17 7.60 --- ---
Lord Abbett Multi-Asset Balanced Opp A -0.03 7.28 6.27 7.60 4.11 9.11
Lord Abbett Multi-Asset Balanced Op A LW -0.03 7.28 6.27 7.60 4.11 9.11
JHancock Lifestyle II Balanced 1 -0.19 7.27 4.93 9.87 --- ---
MFS Moderate Allocation A Load Waived -0.24 7.26 4.46 8.98 4.81 8.29
MFS Moderate Allocation A -0.24 7.26 4.46 8.98 4.81 8.29
Loomis Sayles Multi-Asset Income A LW -0.89 7.24 2.62 10.13 6.51 8.59
Loomis Sayles Multi-Asset Income A -0.89 7.24 2.62 10.13 6.51 8.59
American Funds Retire Inc Port-Enh R2 -0.37 7.24 3.71 10.95 --- ---
Bruce 0.49 7.23 1.70 6.58 10.08 11.19
MFS Moderate Allocation 529A LW -0.24 7.21 4.47 8.91 4.75 8.24
MFS Moderate Allocation 529A -0.24 7.21 4.47 8.91 4.75 8.24
American Funds Retire Inc Port-Mod R3 -0.09 7.18 3.19 10.22 --- ---
VY® T. Rowe Price Capital Apprec S2 -0.20 7.17 3.86 11.14 10.04 13.69
T. Rowe Price Capital Appreciation Adv -0.23 7.17 3.91 11.20 10.03 13.73
MFS Total Return R6 -0.63 7.15 3.61 10.13 7.16 ---
American Funds Retire Inc Port-Mod R6 -0.09 7.15 3.16 10.21 --- ---
American Funds Retire Inc Port-Mod F2 -0.19 7.15 3.11 10.27 --- ---
SEI Aggressive Strategy D (SAAT) -0.30 7.13 6.51 8.77 3.84 9.03
Manning & Napier Pro-Blend Extnd Term I -0.10 7.12 4.92 8.95 3.82 8.24
MFS Total Return I -0.58 7.09 3.65 10.04 7.07 10.35
Great-West SecureFoundation® Bal ETF A -0.12 7.09 5.07 9.53 5.62 ---
Great-West SecureFoundation® Bal ET A LW -0.12 7.09 5.07 9.53 5.62 ---
MFS Moderate Allocation R2 -0.24 7.08 4.42 8.68 4.53 8.02
Lord Abbett Multi-Asset Balanced Opp R2 -0.06 7.07 6.14 7.24 3.75 8.73
Lord Abbett Multi-Asset Balanced Opp P -0.14 7.07 6.15 7.32 3.89 8.88
American Funds Retire Inc Port-Mod F1 -0.19 7.07 3.17 10.05 --- ---
American Funds Retire Inc Port-Mod R5E -0.19 7.06 3.16 --- --- ---
American Funds Retire Inc Port-Mod A LW -0.19 7.06 3.16 10.03 --- ---
American Funds Retire Inc Port-Mod A -0.19 7.06 3.16 10.03 --- ---
Russell LifePoints Balanced Strategy R1 0.17 7.05 5.32 9.17 4.46 7.67
American Funds Retire Inc Port-Mod R5 -0.19 7.05 3.07 10.09 --- ---
American Funds Retire Inc Port-Mod R2 -0.19 7.05 3.15 10.08 --- ---
MainStay Balanced I 0.09 7.04 3.80 8.99 6.92 10.82
American Funds Retire Inc Port-Mod R2E -0.19 7.04 3.15 10.08 --- ---
MFS Total Return R4 -0.64 7.03 3.59 9.96 7.07 10.34
Manning & Napier Pro-Blend Extnd Term S -0.06 7.03 4.88 8.67 3.59 7.98
Lord Abbett Multi-Asset Balanced Opp R3 -0.15 7.03 6.12 7.27 3.84 8.85
VY® T. Rowe Price Capital Apprec A -0.20 7.02 3.81 10.93 9.83 13.47
VALIC Company II Moderate Gr Lifestyle -0.14 7.02 5.61 8.72 5.19 8.95
Great-West SecureFoundation® Bal Instl -0.15 6.99 4.72 9.39 --- ---
American Funds Retire Inc Port-Enh C -0.47 6.99 3.55 10.63 --- ---
American Funds Retire Inc Port-Mod R4 -0.19 6.98 3.13 10.08 --- ---
MainStay Balanced R1 0.06 6.96 3.75 8.89 6.81 10.72
Russell LifePoints Balanced Strategy S 0.09 6.93 5.31 9.01 4.35 7.53
Vanguard Balanced Index I -0.32 6.92 4.25 10.18 7.57 10.51
Vanguard Balanced Index Adm -0.29 6.91 4.25 10.21 7.57 10.50
MFS Total Return R3 -0.60 6.91 3.58 9.76 6.80 10.06
Perkins Value Plus Income I -0.25 6.90 5.09 9.31 5.80 9.02
Vanguard Wellington™ Admiral™ -0.53 6.89 4.33 11.33 7.54 11.24
State Farm Balanced -0.93 6.87 2.55 10.03 7.12 8.57
MFS Total Return A Load Waived -0.66 6.86 3.53 9.71 6.79 10.06
MFS Total Return A -0.66 6.86 3.53 9.71 6.79 10.06
DFA Global Allocation 60/40 I 0.00 6.86 4.89 9.07 4.37 8.43
Vanguard Wellington™ Inv -0.52 6.85 4.32 11.26 7.46 11.15
MFS Total Return 529A Load Waived -0.66 6.85 3.53 9.69 6.76 10.02
MFS Total Return 529A -0.66 6.85 3.53 9.69 6.76 10.02
Manning & Napier Pro-Blend Extnd Term R -0.09 6.84 4.88 8.47 3.34 7.73
Thrivent Balanced Income Plus S 0.32 6.83 5.17 8.49 5.72 10.01
MainStay Balanced A Load Waived 0.06 6.82 3.72 8.70 6.65 10.55
MainStay Balanced A 0.06 6.82 3.72 8.70 6.65 10.55
Vanguard Balanced Index Inv -0.31 6.81 4.22 10.07 7.42 10.34
Madison Diversified Income A LW -0.98 6.80 2.73 11.36 5.89 8.48
Madison Diversified Income A -0.98 6.80 2.73 11.36 5.89 8.48
WesMark Balanced -0.60 6.77 3.35 10.00 5.82 8.19
Perkins Value Plus Income D -0.26 6.77 5.08 9.26 5.71 8.90
Vanguard LifeStrategy Moderate Gr Inv -0.04 6.76 5.13 9.53 5.87 8.95
Russell LifePoints Balanced Strategy A 0.09 6.75 5.25 8.88 4.15 7.29
Russell LifePoints Balanced Strateg A LW 0.09 6.75 5.25 8.88 4.15 7.29
MFS Moderate Allocation B -0.30 6.74 4.30 8.22 4.02 7.49
MainStay Balanced R2 0.03 6.74 3.66 8.60 6.54 10.43
Great-West SecureFoundation® Bal G -0.17 6.74 4.59 9.02 5.54 9.05
Russell LifePoints Balanced Strategy E 0.09 6.73 5.28 8.76 4.11 7.25
Perkins Value Plus Income T -0.36 6.71 5.06 9.17 5.67 8.86
MFS Moderate Allocation R1 -0.31 6.71 4.29 8.17 4.03 7.49
Schwab MarketTrack Balanced -0.11 6.70 4.72 9.18 5.11 8.65
Russell LifePoints Balanced Strategy R4 0.09 6.70 5.21 8.77 4.18 7.37
MainStay Balanced Inv 0.03 6.70 3.67 8.57 6.48 10.35
Great-West SecureFoundation® Bal G1 -0.16 6.70 4.65 8.95 5.45 8.95
Perkins Value Plus Income A Load Waived -0.36 6.69 5.05 9.04 5.54 8.75
Perkins Value Plus Income A -0.36 6.69 5.05 9.04 5.54 8.75
Lord Abbett Multi-Asset Balanced Opp C -0.10 6.69 6.00 6.75 3.35 8.30
MFS Total Return R2 -0.68 6.67 3.45 9.47 6.52 9.78
MFS Moderate Allocation 529B -0.31 6.67 4.28 8.14 3.98 7.44
Loomis Sayles Multi-Asset Income C -0.96 6.67 2.44 9.24 5.70 7.76
MFS Moderate Allocation C -0.30 6.64 4.27 8.14 4.02 7.47
MFS Moderate Allocation 529C -0.31 6.64 4.24 8.13 3.96 7.43
SunAmerica Active Allocation A LW -0.44 6.63 4.92 8.16 4.79 7.30
SunAmerica Active Allocation A -0.44 6.63 4.92 8.16 4.79 7.30
Lord Abbett Multi-Asset Balanced Opp B -0.20 6.63 6.06 6.77 3.32 8.28
Rational Strategic Allocation A LW 0.00 6.62 3.51 8.66 3.52 6.38
Rational Strategic Allocation A 0.00 6.62 3.51 8.66 3.52 6.38
Perkins Value Plus Income S -0.30 6.61 5.01 9.01 5.52 8.66
Port Street Institutional Opps Instl -0.47 6.60 3.19 --- --- ---
American Funds Retire Inc Port-Mod R1 -0.19 6.58 3.05 9.52 --- ---
Osterweis Strategic Investment 0.63 6.57 5.54 5.60 3.55 10.08
DFA Global Allocation 60/40 R2 -0.06 6.57 4.73 8.72 4.10 8.15
Russell LifePoints Balanced Strategy R5 0.00 6.55 5.13 8.55 3.92 7.13
MainStay Balanced R3 0.03 6.55 3.63 8.34 6.28 10.16
American Funds Retire Inc Port-Mod B -0.28 6.55 2.99 9.56 --- ---
VY® Invesco Equity and Income I -0.52 6.53 6.37 9.51 6.36 11.28
Great-West SecureFoundation® Bal L -0.19 6.52 4.60 8.78 5.31 8.77
Thrivent Balanced Income Plus A LW 0.32 6.51 5.15 8.12 5.32 9.57
Thrivent Balanced Income Plus A 0.32 6.51 5.15 8.12 5.32 9.57
Invesco Moderate Allocation R5 -0.22 6.48 4.34 8.07 3.34 7.13
Highland Total Return Y -0.36 6.46 6.15 11.59 4.84 8.38
Invesco Moderate Allocation Y -0.32 6.45 4.34 8.05 3.37 7.15
Salient Select Opportunity Institutional 0.82 6.44 11.07 -2.03 2.23 ---
JHancock Balanced R6 -0.39 6.44 4.80 9.26 6.52 10.82
Regal Total Return A Load Waived -1.44 6.43 2.91 8.21 --- ---
Regal Total Return A -1.44 6.43 2.91 8.21 --- ---
American Funds Retire Inc Port-Mod C -0.28 6.41 2.94 9.18 --- ---
Vanguard STAR Inv 0.00 6.38 6.17 9.85 6.30 9.97
Manning & Napier Pro-Blend Extnd Term C -0.10 6.38 4.68 7.87 2.81 7.17
Voya Retirement Moderate Growth Port I -0.08 6.37 5.21 9.21 5.19 8.89
T. Rowe Price Personal Strat Bal 0.18 6.37 5.96 9.57 5.85 10.00
JHancock Balanced R5 -0.46 6.37 4.75 9.17 6.43 10.74
JHancock Balanced I -0.42 6.36 4.75 9.09 6.38 10.70
SA Worldwide Moderate Growth 0.00 6.34 6.12 9.11 --- ---
Invesco Moderate Allocation S -0.28 6.34 4.30 7.90 3.22 6.99
Fidelity Asset Manager® 60% 0.00 6.34 5.54 9.21 5.39 8.93
VY® Invesco Equity and Income S -0.55 6.33 6.31 9.25 6.09 11.00
Invesco Equity and Income R6 -0.48 6.33 6.31 9.35 6.56 ---
MFS Total Return B -0.67 6.32 3.38 8.93 6.01 9.24
Highland Total Return A Load Waived -0.36 6.31 6.10 11.37 4.59 8.12
Highland Total Return A -0.36 6.31 6.10 11.37 4.59 8.12
American Funds College 2027 529F1 -0.08 6.31 3.62 8.97 5.76 ---
MFS Total Return C -0.67 6.30 3.36 8.96 6.02 9.24
Madison Diversified Income B -0.98 6.30 2.59 10.62 5.12 7.67
LK Balanced Institutional 0.16 6.30 3.19 7.47 3.01 ---
Fidelity Asset Manager® 50% 0.00 6.30 4.80 8.64 5.08 7.99
CornerCap Balanced -0.90 6.30 4.20 7.78 4.89 8.39
MFS Total Return R1 -0.73 6.28 3.33 8.89 5.99 9.24
Fidelity Advisor Asset Manager® 50% I 0.06 6.28 4.86 8.68 5.06 7.95
MFS Total Return 529C -0.68 6.27 3.35 8.85 5.95 9.18
Invesco Moderate Allocation A LW -0.30 6.26 4.28 7.70 3.12 6.86
Invesco Moderate Allocation A -0.30 6.26 4.28 7.70 3.12 6.86
Invesco Equity and Income R5 -0.60 6.26 6.29 9.24 6.46 11.48
Fidelity Advisor Asset Manager® 60% I 0.00 6.24 5.44 9.17 5.32 8.84
Russell LifePoints Balanced Strategy C 0.09 6.23 5.14 8.07 3.39 6.51
MFS Total Return 529B -0.73 6.23 3.31 8.87 5.94 9.17
Madison Diversified Income C -0.98 6.23 2.52 10.62 5.13 ---
VY® Invesco Equity and Income S2 -0.56 6.22 6.27 9.09 5.95 10.84
Thrivent Moderate Allocation S -0.16 6.22 5.08 8.36 5.31 8.74
Salient Select Opportunity Investor 0.82 6.22 11.05 -2.34 --- ---
Calvert Balanced I -0.10 6.21 4.25 8.33 6.16 9.38
Nationwide Inv Dest Mod I -0.01 6.20 4.92 8.27 4.47 8.22
JHancock Balanced R4 -0.40 6.20 4.76 8.93 6.23 10.52
Invesco Equity and Income Y -0.52 6.19 6.27 9.16 6.37 11.42
SunAmerica Active Allocation C -0.45 6.16 4.79 7.46 4.12 6.62
Transamerica Asset Allc Mod Gr I -0.07 6.15 5.90 9.10 5.75 9.69
Nationwide Inv Dest Mod Instl Svc -0.03 6.15 4.90 8.17 --- ---
American Funds College 2027 529A LW -0.08 6.15 3.55 8.82 5.55 ---
American Funds College 2027 529A -0.08 6.15 3.55 8.82 5.55 ---
MainStay Balanced C 0.00 6.14 3.50 7.76 5.69 9.53
MainStay Balanced B 0.00 6.14 3.50 7.75 5.70 9.54
VY® Invesco Equity and Income A -0.58 6.12 6.22 8.95 5.83 10.72
TIAA-CREF Managed Allc Inst -0.02 6.12 5.40 8.68 5.75 9.57
QS Conservative Growth I -0.21 6.12 4.79 7.92 --- ---
Perkins Value Plus Income C -0.45 6.11 4.81 8.19 4.76 8.03
Calvert Balanced Y -0.10 6.11 4.23 8.19 5.91 ---
American Funds Balanced Portfolio R6 -0.26 6.11 4.42 9.95 6.49 ---
American Century Strat Allc: Mod R6 -0.28 6.11 5.51 8.54 5.50 ---
SunAmerica Active Allocation B -0.45 6.10 4.80 7.48 4.08 6.59
Fidelity Advisor Asset Manager® 50% A LW 0.06 6.10 4.74 8.34 4.77 7.66
Fidelity Advisor Asset Manager® 50% A 0.06 6.10 4.74 8.34 4.77 7.66
Great-West Moderate Profile II Instl -0.24 6.07 4.83 8.83 --- ---
Fidelity Advisor Asset Manager® 60% A LW 0.00 6.07 5.37 8.90 5.04 8.57
Fidelity Advisor Asset Manager® 60% A 0.00 6.07 5.37 8.90 5.04 8.57
Salient Select Opportunity A LW 0.77 6.06 10.94 -2.52 1.72 ---
Salient Select Opportunity A 0.77 6.06 10.94 -2.52 1.72 ---
JHancock Balanced A Load Waived -0.50 6.05 4.64 8.74 6.04 10.32
JHancock Balanced A -0.50 6.05 4.64 8.74 6.04 10.32
American Funds College 2024 529F1 0.00 6.04 2.53 8.15 5.41 ---
American Funds American Balanced R6 -0.68 6.04 2.94 11.62 8.05 11.88
Vantagepoint Model Port Tradtnl Gr TM -0.14 6.03 5.07 8.20 4.64 ---
Voya Retirement Moderate Growth Port A -0.16 6.02 5.12 8.75 4.75 8.46
George Putnam Balanced R6 -0.34 6.02 4.86 9.15 --- ---
American Funds American Balanced R5 -0.73 6.00 2.92 11.56 8.00 11.82
Prudential Balanced Z -0.11 5.99 4.69 9.61 7.67 10.81
Invesco Moderate Allocation R -0.36 5.99 4.14 7.45 2.83 6.59
Invesco Equity and Income A Load Waived -0.59 5.99 6.20 8.88 6.11 11.14
Invesco Equity and Income A -0.59 5.99 6.20 8.88 6.11 11.14
HSBC World Selection Balanced Strat A LW -0.26 5.99 6.19 9.23 3.12 7.69
HSBC World Selection Balanced Strat A -0.26 5.99 6.19 9.23 3.12 7.69
Transamerica Asset Allc Mod Gr A LW -0.07 5.98 5.90 8.81 5.50 9.36
Transamerica Asset Allc Mod Gr A -0.07 5.98 5.90 8.81 5.50 9.36
Thrivent Moderate Allocation A LW -0.16 5.98 5.02 8.01 4.97 8.37
Thrivent Moderate Allocation A -0.16 5.98 5.02 8.01 4.97 8.37
JHancock Balanced R2 -0.47 5.98 4.66 8.65 6.01 ---
American Funds Balanced Portfolio R5 -0.28 5.98 4.40 9.89 6.43 ---
American Funds American Balanced F2 -0.70 5.98 2.92 11.48 7.96 11.76
George Putnam Balanced R5 -0.34 5.96 4.84 9.06 --- ---
American Funds Balanced Portfolio F2 -0.29 5.96 4.40 9.77 6.39 ---
American Funds Balanced Portfolio R5E -0.24 5.95 4.38 --- --- ---
George Putnam Balanced Y -0.34 5.94 4.82 9.03 6.98 10.50
American Century Balanced Instl -0.47 5.94 4.68 8.35 6.34 9.67
TIAA-CREF Lifestyle Moderate Instl -0.01 5.93 5.41 8.35 5.58 ---
American Funds American Balanced 529F -0.72 5.93 2.91 11.42 7.88 11.68
TIAA-CREF Lifestyle Moderate Premier 0.03 5.92 5.44 8.37 5.48 ---
JHancock Lifestyle Balanced R6 -0.07 5.92 5.39 8.15 4.62 8.68
JHancock Lifestyle Balanced 5 -0.07 5.92 5.39 8.16 4.63 8.71
Calvert Balanced A Load Waived -0.13 5.92 4.15 7.93 5.69 8.88
Calvert Balanced A -0.13 5.92 4.15 7.93 5.69 8.88
American Funds College 2027 529E -0.16 5.92 3.49 8.49 5.24 ---
TIAA-CREF Managed Allc Retail -0.08 5.91 5.32 8.39 5.47 9.29
QS Conservative Growth A Load Waived -0.21 5.90 4.72 7.72 4.41 8.21
QS Conservative Growth A -0.21 5.90 4.72 7.72 4.41 8.21
JHancock Lifestyle Balanced 1 -0.07 5.90 5.30 8.10 4.58 8.66
JHancock Balanced R3 -0.45 5.90 4.62 8.53 5.80 10.07
Fidelity Advisor Asset Manager® 60% T -0.09 5.90 5.30 8.58 4.77 8.31
American Funds Balanced Portfolio 529F1 -0.23 5.90 4.38 9.76 6.31 ---
TIAA-CREF Lifestyle Moderate Advisor -0.02 5.89 5.41 --- --- ---
Nationwide Inv Dest Mod A Load Waived -0.08 5.88 4.72 7.83 4.07 7.86
Nationwide Inv Dest Mod A -0.08 5.88 4.72 7.83 4.07 7.86
Invesco Equity and Income R -0.55 5.88 6.21 8.68 5.86 10.87
Great-West Moderate Profile II Init -0.25 5.88 4.82 8.45 5.33 8.96
Principal SAM Balanced Inst -0.13 5.87 4.90 7.82 5.61 9.47
Nationwide Inv Dest Mod Svc -0.09 5.87 4.73 7.82 4.04 7.80
American Funds College 2024 529A LW 0.00 5.87 2.45 7.88 5.20 ---
American Funds College 2024 529A 0.00 5.87 2.45 7.88 5.20 ---
American Funds American Balanced R5E -0.70 5.87 2.92 --- --- ---
JHancock Lifestyle Balanced R5 -0.07 5.86 5.27 8.04 4.51 8.59
TIAA-CREF Managed Allc R 0.00 5.84 5.34 8.33 5.46 9.31
Hennessy Balanced Investor -0.78 5.83 2.00 10.97 3.73 5.83
Fidelity Advisor Asset Manager® 50% T 0.00 5.83 4.68 8.05 4.50 7.38
American Century Strat Allc: Mod Instl -0.32 5.83 5.31 8.37 5.29 8.95
Prudential Balanced A Load Waived -0.11 5.82 4.64 9.27 7.36 10.50
Prudential Balanced A -0.11 5.82 4.64 9.27 7.36 10.50
Value Line Asset Allocation Instl -0.95 5.81 3.20 --- --- ---
American Funds American Balanced A LW -0.76 5.81 2.86 11.24 7.73 11.53
American Funds American Balanced A -0.76 5.81 2.86 11.24 7.73 11.53
JHancock Balanced R1 -0.48 5.80 4.61 8.39 5.70 9.96
JHancock Lifestyle Balanced I -0.13 5.79 5.29 7.96 --- ---
American Funds Balanced Portfolio A LW -0.27 5.79 4.35 9.62 6.19 ---
American Funds Balanced Portfolio A -0.27 5.79 4.35 9.62 6.19 ---
American Century One Choice Mod Inv -0.27 5.79 5.34 8.26 5.36 9.04
American Century Balanced Inv -0.46 5.79 4.69 8.13 6.13 9.46
American Funds Balanced Portfolio F1 -0.28 5.78 4.33 9.59 6.11 ---
Transamerica Asset Allc Mod Gr R -0.07 5.77 5.77 8.49 5.22 9.13
Principal SAM Balanced P -0.07 5.77 4.93 7.76 --- ---
George Putnam Balanced A Load Waived -0.35 5.77 4.78 8.73 6.72 10.23
George Putnam Balanced A -0.35 5.77 4.78 8.73 6.72 10.23
American Funds Balanced Portfolio R4 -0.29 5.77 4.33 9.51 6.12 ---
JHancock Lifestyle Balanced R4 -0.07 5.76 5.30 7.84 4.34 8.37
Fidelity Advisor® Balanced Z -0.51 5.76 5.34 9.77 7.74 ---
American Funds American Balanced F1 -0.69 5.76 2.84 11.22 7.68 11.48
American Funds Balanced Portfolio 529A -0.29 5.75 4.32 9.54 6.10 ---
American Funds Balanced Portfolio 529 LW -0.29 5.75 4.32 9.54 6.10 ---
American Funds American Balanced 529A LW -0.74 5.75 2.84 11.20 7.65 11.44
American Funds American Balanced 529A -0.74 5.75 2.84 11.20 7.65 11.44
MassMutual Premier Balanced I -0.27 5.74 5.05 8.80 --- ---
Transamerica Partners Instl Balanced -0.49 5.73 4.25 9.45 7.55 10.67
American Funds American Balanced R4 -0.77 5.73 2.85 11.20 7.68 11.49
Advance Capital I Balanced Instl -0.78 5.73 2.96 8.12 4.74 8.27
TIAA-CREF Lifestyle Moderate Retail 0.00 5.72 5.34 8.15 5.30 ---
Principal SAM Balanced J -0.13 5.72 4.86 7.66 5.35 9.15
QS Conservative Growth R -0.21 5.71 4.66 7.45 --- ---
Invesco Moderate Allocation C -0.33 5.71 4.12 6.94 2.35 6.08
Salient Select Opportunity C 0.73 5.70 10.81 -2.95 --- ---
Nationwide Inv Dest Mod R -0.15 5.70 4.66 7.60 3.79 7.52
Prudential Balanced R -0.09 5.68 4.59 9.12 7.15 10.29
Fidelity Advisor® Balanced I -0.51 5.68 5.31 9.62 7.58 10.52
American Century Strat Allc: Mod Inv -0.37 5.68 5.25 8.14 5.07 8.73
USAA Cornerstone Moderate 0.14 5.67 4.72 6.27 3.26 6.22
Principal SAM Balanced R5 -0.13 5.67 4.91 7.62 5.35 9.19
Great-West Moderate Profile II L -0.37 5.67 4.59 8.16 5.06 8.69
Great-West Moderate Profile I Init -0.36 5.66 4.59 8.18 5.14 8.78
American Century Strat Allc: Mod A LW -0.28 5.66 5.20 7.89 4.84 8.46
American Century Strat Allc: Mod A -0.28 5.66 5.20 7.89 4.84 8.46
TIAA-CREF Lifestyle Moderate Retirement -0.08 5.65 5.35 8.08 5.32 ---
Highland Total Return C -0.46 5.65 5.88 10.54 3.79 7.30
American Beacon Balanced Instl -1.08 5.65 5.13 7.56 5.30 10.33
MassMutual Premier Balanced R5 -0.27 5.64 5.05 8.66 6.04 9.51
Value Line Asset Allocation Investor -0.98 5.63 3.14 8.28 6.35 10.71
Invesco Moderate Allocation B -0.41 5.62 4.03 6.85 2.32 6.06
Madison Moderate Allocation A LW -0.35 5.61 3.86 7.86 5.21 8.08
Madison Moderate Allocation A -0.35 5.61 3.86 7.86 5.21 8.08
JHancock Lifestyle Balanced A LW -0.13 5.61 5.18 7.67 4.20 8.21
JHancock Lifestyle Balanced A -0.13 5.61 5.18 7.67 4.20 8.21
American Funds College 2024 529E 0.00 5.61 2.37 7.64 4.92 ---
Principal SAM Balanced A Load Waived -0.13 5.60 4.89 7.49 5.25 9.10
Principal SAM Balanced A -0.13 5.60 4.89 7.49 5.25 9.10
Fidelity® Balanced K -0.49 5.60 5.20 9.56 7.76 10.73
Westwood Income Opportunity Instl -0.34 5.59 2.17 8.66 5.23 8.35
Fidelity Income Replacement 2042 -0.08 5.59 5.44 8.07 5.68 9.62
Fidelity Advisor Income Repl 2036 I -0.08 5.59 5.01 7.84 5.47 8.93
American Funds Balanced Portfolio 529E -0.34 5.59 4.27 9.23 5.83 ---
Fidelity Advisor Income Repl 2034 I -0.09 5.58 4.86 7.73 5.37 8.72
MassMutual RetireSMART Moderate R5 0.11 5.57 5.10 7.29 3.80 7.76
MassMutual RetireSMART Mod I 0.00 5.57 4.98 7.26 --- ---
MassMutual Premier Balanced Svc -0.25 5.57 5.00 8.57 5.95 9.37
Fidelity Advisor Income Repl 2042 I -0.10 5.57 5.42 8.05 5.67 9.62
Fidelity Advisor Income Repl 2038 I -0.09 5.57 5.13 7.88 5.49 9.10
Pacific Funds Port Optim Mod Adv -0.15 5.56 5.32 8.53 4.27 ---
JHancock Balanced B -0.51 5.56 4.51 7.99 5.32 9.55
George Putnam Balanced R -0.40 5.56 4.68 8.51 6.44 9.95
Fidelity Income Replacement 2034 -0.09 5.56 4.87 7.73 5.37 8.72
American Funds American Balanced R3 -0.77 5.56 2.78 10.90 7.37 11.15
American Funds American Balanced 529E -0.72 5.56 2.82 10.94 7.39 11.15
Fidelity® Balanced -0.49 5.55 5.17 9.51 7.67 10.62
Fidelity Income Replacement 2040 -0.10 5.55 5.26 7.95 5.57 9.35
Fidelity Income Replacement 2038 -0.10 5.55 5.13 7.86 5.49 9.10
Fidelity Income Replacement 2036 -0.10 5.55 4.99 7.78 5.43 8.90
Fidelity Income Replacement 2032 -0.08 5.55 4.71 7.63 5.32 8.56
Fidelity Advisor Income Repl 2040 I -0.10 5.55 5.26 7.95 5.57 9.35
Fidelity Advisor Income Repl 2032 I -0.08 5.55 4.71 7.63 5.32 8.56
American Funds College 2027 529B -0.16 5.55 3.40 7.96 4.71 ---
Principal SAM Balanced R4 -0.13 5.53 4.82 7.41 5.20 9.05
Praxis Genesis Balanced A Load Waived -0.20 5.53 4.42 7.51 4.59 7.71
Praxis Genesis Balanced A -0.20 5.53 4.42 7.51 4.59 7.71
Advance Capital I Balanced Retail -0.79 5.53 2.96 7.91 4.50 8.00
Transamerica Multi-Managed Balanced R6 -0.59 5.52 4.05 9.32 --- ---
MassMutual Premier Balanced Adm -0.35 5.52 4.93 8.44 5.82 9.20
Fidelity Income Replacement 2030 -0.08 5.52 4.52 7.49 5.22 8.35
Fidelity Advisor Income Repl 2030 I -0.08 5.52 4.52 7.47 5.22 8.35
Delaware Foundation Moderate Allc I 0.10 5.52 5.09 7.87 4.33 7.86
Voya Balanced Port I -0.14 5.51 4.73 8.27 4.95 8.86
JHancock Lifestyle Balanced R2 -0.13 5.51 5.18 7.52 4.05 ---
American Funds College 2027 529C -0.25 5.50 3.34 7.91 4.67 ---
American Funds Balanced Portfolio R3 -0.35 5.50 4.19 9.21 5.80 ---
JHancock Balanced C -0.51 5.49 4.51 7.99 5.30 9.56
Invesco Equity and Income C -0.58 5.49 6.00 8.19 5.34 10.31
Fidelity Income Replacement 2028 -0.08 5.49 4.29 7.30 5.11 8.11
Fidelity Advisor Income Repl 2028 I -0.08 5.49 4.29 7.28 5.11 8.11
BMO Balanced Allocation R6 -0.11 5.49 5.37 7.56 --- ---
BMO Balanced Allocation I -0.11 5.49 5.26 7.40 --- ---
American Beacon Balanced Y -1.09 5.49 5.04 7.37 5.18 10.21
Fidelity Advisor Asset Manager® 60% C -0.09 5.48 5.17 8.05 4.23 7.73
Fidelity Advisor Asset Manager® 50% C 0.00 5.48 4.57 7.50 3.97 6.85
Savos Dynamic Hedging -0.91 5.47 3.36 6.96 --- ---
American Funds American Balanced R2E -0.76 5.47 2.74 10.78 --- ---
Fidelity Advisor® Balanced A LW -0.52 5.45 5.24 9.36 7.31 10.23
Fidelity Advisor® Balanced A -0.52 5.45 5.24 9.36 7.31 10.23
Columbia Capital Allocation Mod Agrsv Y -0.08 5.45 5.43 8.94 5.86 ---
Columbia Balanced Y -0.62 5.45 4.32 9.83 8.01 ---
Transamerica Asset Allc Mod Gr C -0.15 5.44 5.69 8.06 4.73 8.61
MassMutual RetireSMART Moderate Svc 0.00 5.44 4.97 7.06 3.69 7.70
Transamerica Partners Balanced -0.52 5.43 4.12 9.07 7.18 10.27
QS Conservative Growth C -0.20 5.41 4.56 7.01 3.70 7.44
MassMutual Premier Balanced R4 -0.27 5.41 4.90 8.23 --- ---
Invesco Equity and Income B -0.60 5.40 5.91 8.10 5.32 10.40
Columbia Capital Allocation Mod Agrsv Z 0.00 5.40 5.50 8.78 5.71 9.34
Columbia Capital Allocation Mod Agrsv R5 -0.08 5.40 5.48 8.81 5.80 ---
American Funds Balanced Portfolio R2E -0.39 5.40 4.15 9.15 --- ---
Westwood Income Opportunity A LW -0.41 5.39 2.11 8.38 4.97 8.09
Westwood Income Opportunity A -0.41 5.39 2.11 8.38 4.97 8.09
Principal SAM Balanced R3 -0.20 5.39 4.78 7.25 5.00 8.86
Fidelity Advisor Income Repl 2034 A LW -0.10 5.39 4.80 7.46 5.11 8.45
Fidelity Advisor Income Repl 2034 A -0.10 5.39 4.80 7.46 5.11 8.45
Voya Balanced Port S -0.14 5.38 4.68 8.08 4.69 8.61
Transamerica Multi-Mgd Balanced I -0.63 5.38 4.03 9.19 7.31 10.35
JHancock Lifestyle Balanced R1 -0.13 5.38 5.19 7.32 3.79 7.83
Fidelity Advisor Income Repl 2042 A LW -0.11 5.38 5.37 7.81 5.41 9.35
Fidelity Advisor Income Repl 2042 A -0.11 5.38 5.37 7.81 5.41 9.35
American Century One Choice Mod R -0.34 5.38 5.14 7.72 --- ---
T. Rowe Price Balanced I 0.13 5.37 5.72 --- --- ---
Columbia Balanced R5 -0.64 5.37 4.29 9.74 7.95 11.70
Fidelity Advisor Income Repl 2040 A LW -0.12 5.36 5.21 7.68 5.31 9.09
Fidelity Advisor Income Repl 2040 A -0.12 5.36 5.21 7.68 5.31 9.09
Fidelity Advisor Income Repl 2038 A LW -0.11 5.36 5.06 7.60 5.22 8.82
Fidelity Advisor Income Repl 2038 A -0.11 5.36 5.06 7.60 5.22 8.82
Fidelity Advisor Income Repl 2036 A LW -0.12 5.36 4.92 7.51 5.17 8.62
Fidelity Advisor Income Repl 2036 A -0.12 5.36 4.92 7.51 5.17 8.62
MassMutual RetireSMART Mod R4 0.00 5.35 4.99 6.80 --- ---
JHancock Lifestyle Balanced R3 -0.13 5.35 5.13 7.41 3.88 7.93
Fidelity Advisor Income Repl 2032 A LW -0.10 5.35 4.64 7.35 5.06 8.28
Fidelity Advisor Income Repl 2032 A -0.10 5.35 4.64 7.35 5.06 8.28
Columbia Capital Allocation Mod Agrsv R4 0.00 5.35 5.45 8.79 5.72 ---
Delaware Foundation Moderate Allc A LW 0.04 5.34 5.02 7.53 4.05 7.61
Delaware Foundation Moderate Allc A 0.04 5.34 5.02 7.53 4.05 7.61
Sentinel Balanced I -0.64 5.33 3.99 9.22 6.04 10.05
Pacific Funds Port Optim Mod A LW -0.15 5.33 5.25 8.25 4.03 7.67
Pacific Funds Port Optim Mod A -0.15 5.33 5.25 8.25 4.03 7.67
MassMutual RetireSMART Moderate Admin 0.00 5.33 4.98 6.89 3.57 7.59
HSBC World Selection Balanced Strat B -0.44 5.33 6.02 8.42 2.35 6.87
George Putnam Balanced M -0.41 5.33 4.59 8.19 6.20 9.68
Fidelity Advisor Income Repl 2030 A LW -0.10 5.33 4.45 7.21 4.95 8.08
Fidelity Advisor Income Repl 2030 A -0.10 5.33 4.45 7.21 4.95 8.08
American Century Strat Allc: Mod R -0.35 5.33 5.15 7.64 4.55 8.19
Nationwide Inv Dest Mod C -0.15 5.32 4.53 7.08 3.35 7.10
Columbia Balanced Z -0.64 5.32 4.30 9.67 7.83 11.58
Pax Balanced Institutional -0.44 5.31 4.49 9.45 5.95 9.31
Principal SAM Balanced R2 -0.13 5.30 4.74 7.10 4.83 8.66
HSBC World Selection Balanced Strat C -0.44 5.30 5.99 8.40 2.34 6.86
Columbia Balanced R4 -0.63 5.30 4.28 9.64 7.85 ---
American Beacon Balanced Inv -1.11 5.30 4.97 7.11 4.92 9.95
Fidelity Advisor Income Repl 2028 A LW -0.08 5.29 4.22 7.03 4.85 7.84
Fidelity Advisor Income Repl 2028 A -0.08 5.29 4.22 7.03 4.85 7.84
Calvert Balanced C -0.20 5.29 3.93 7.05 4.86 8.01
Transamerica Asset Allc Mod Gr B -0.15 5.28 5.60 7.86 4.64 8.50
MassMutual Premier Balanced A LW -0.36 5.28 4.88 8.11 5.55 8.96
MassMutual Premier Balanced A -0.36 5.28 4.88 8.11 5.55 8.96
Hartford Balanced HLS IA -0.82 5.28 3.84 9.32 7.02 11.00
American Funds College 2024 529C -0.09 5.28 2.21 7.06 4.37 ---
Fidelity Advisor® Balanced T -0.57 5.27 5.18 9.11 7.05 9.98
BMO Balanced Allocation Y -0.11 5.26 5.26 7.19 --- ---
GE Instl Strategic Investment Inv -0.25 5.25 5.43 7.84 4.53 8.61
American Beacon Balanced A Load Waived -1.11 5.25 4.96 7.05 4.83 9.81
American Beacon Balanced A -1.11 5.25 4.96 7.05 4.83 9.81
American Funds Balanced Portfolio R1 -0.32 5.24 4.15 8.72 5.34 ---
T. Rowe Price Balanced 0.13 5.23 5.68 8.65 5.92 9.90
Prudential Balanced C -0.15 5.23 4.44 8.54 6.59 9.72
Prudential Balanced B -0.22 5.23 4.44 8.46 6.59 9.71
MassMutual Premier Balanced R3 -0.37 5.23 4.92 8.01 --- ---
American Funds College 2024 529B 0.00 5.23 2.19 7.04 4.38 ---
AB Balance Wealth Strategy I -0.14 5.23 4.91 7.03 4.19 7.79
AB Balance Wealth Strategy Advisor -0.14 5.22 4.90 7.04 4.23 7.82
Sentinel Balanced A Load Waived -0.64 5.21 3.95 9.06 5.80 9.85
Sentinel Balanced A -0.64 5.21 3.95 9.06 5.80 9.85
Principal SAM Balanced R1 -0.13 5.21 4.77 6.96 4.70 8.52
JPMorgan Diversified Instl -0.06 5.21 5.49 7.94 5.56 10.20
Columbia Balanced K -0.65 5.21 4.25 9.50 7.67 11.42
Cavanal Hill Active Core Institutional -0.37 5.21 3.51 7.26 6.00 8.62
American Funds Balanced Portfolio C -0.38 5.21 4.09 8.71 5.34 ---
American Funds American Balanced B -0.80 5.21 2.65 10.42 6.93 10.70
MassMutual RetireSMART Moderate A LW 0.00 5.20 4.97 6.67 3.33 7.33
MassMutual RetireSMART Moderate A 0.00 5.20 4.97 6.67 3.33 7.33
American Funds Balanced Portfolio R2 -0.37 5.20 4.10 8.69 5.30 ---
Pacific Funds Port Optim Mod R -0.22 5.19 5.19 7.96 3.78 7.43
Fidelity Advisor Income Repl 2042 T -0.14 5.19 5.28 7.53 5.15 9.07
American Funds American Balanced R2 -0.80 5.19 2.63 10.41 6.92 10.70
American Funds American Balanced R1 -0.84 5.19 2.63 10.35 6.88 10.66
American Funds American Balanced C -0.75 5.19 2.67 10.40 6.89 10.65
George Putnam Balanced B -0.41 5.18 4.51 7.95 5.91 9.41
Fidelity Advisor Income Repl 2040 T -0.12 5.18 5.13 7.43 5.05 8.81
Fidelity Advisor Income Repl 2034 T -0.14 5.18 4.73 7.18 4.84 8.17
American Beacon Balanced Adv -1.12 5.18 4.93 6.94 4.75 9.78
Fidelity Advisor Income Repl 2032 T -0.12 5.17 4.57 7.07 4.80 8.00
Fidelity Advisor Income Repl 2038 T -0.13 5.16 5.00 7.34 4.96 8.55
American Funds Balanced Portfolio B -0.38 5.16 4.07 8.68 5.33 ---
USAA Cornerstone Moderately Agrsv 0.04 5.15 5.06 6.30 3.11 6.03
Transamerica Multi-Mgd Balanced A LW -0.67 5.15 3.95 8.90 6.99 9.96
Transamerica Multi-Mgd Balanced A -0.67 5.15 3.95 8.90 6.99 9.96
Fidelity Advisor Income Repl 2036 T -0.15 5.15 4.85 7.25 4.90 8.35
Delaware Foundation Moderate Allc R 0.07 5.15 4.98 7.37 3.79 7.32
Columbia Capital Allocation Mod Agrsv K -0.08 5.15 5.38 8.54 5.55 ---
Fidelity Advisor Income Repl 2030 T -0.11 5.14 4.39 6.95 4.70 7.82
MassMutual RetireSMART Mod R3 0.00 5.13 4.89 6.52 --- ---
First Investors Total Return Instl -0.57 5.12 4.58 7.91 5.14 ---
Columbia Balanced A Load Waived -0.67 5.12 4.22 9.38 7.56 11.30
Columbia Balanced A -0.67 5.12 4.22 9.38 7.56 11.30
American Funds Balanced Portfolio 529C -0.33 5.12 4.14 8.66 5.25 ---
Pax Balanced Individual Investor -0.44 5.11 4.45 9.20 5.69 9.04
Oppenheimer Moderate Inv Y 0.09 5.11 5.31 7.30 4.73 7.92
American Funds American Balanced 529C -0.81 5.11 2.64 10.31 6.80 10.57
American Funds American Balanced 529B -0.79 5.11 2.65 10.30 6.79 10.57
Hartford Balanced HLS IB -0.81 5.10 3.79 9.05 6.75 10.72
George Putnam Balanced C -0.46 5.10 4.49 7.88 5.91 9.40
Fidelity Advisor Income Repl 2028 T -0.10 5.10 4.16 6.77 4.59 7.57
American Funds Balanced Portfolio 529B -0.42 5.09 4.03 8.57 5.23 ---
Madison Moderate Allocation B -0.36 5.08 3.81 7.16 4.45 7.29
JPMorgan Diversified Sel -0.06 5.08 5.42 7.67 5.30 9.94
First Investors Total Return Adv -0.63 5.08 4.53 7.87 5.04 ---
Columbia Capital Allocation Mod Agrsv T -0.08 5.08 5.34 8.49 5.44 9.02
Columbia Capital Allocation Mod Agrsv A -0.08 5.08 5.34 8.49 5.45 9.06
Columbia Capital Allocation Mod Agr A LW -0.08 5.08 5.34 8.49 5.45 9.06
American Century Strat Allc: Mod C -0.30 5.06 5.06 7.04 4.05 7.64
BMO Balanced Allocation R3 -0.21 5.04 5.16 6.91 --- ---
JHancock Lifestyle Balanced C -0.20 5.03 5.01 6.90 3.43 7.44
JHancock Lifestyle Balanced B -0.13 5.03 5.01 6.90 3.43 7.42
Elfun Diversified -0.27 5.03 5.27 7.67 4.46 8.56
Voya Strategic Allocation Mod Port I -0.15 5.02 4.59 8.00 5.39 9.17
GE Instl Strategic Investment Svc -0.25 5.02 5.30 7.53 4.25 8.33
Cavanal Hill Active Core Investor -0.38 5.02 3.45 7.25 5.82 8.39
Principal SAM Balanced C -0.20 5.01 4.70 6.72 4.49 8.28
AB Balance Wealth Strategy A LW -0.14 5.01 4.85 6.79 3.94 7.51
AB Balance Wealth Strategy A -0.14 5.01 4.85 6.79 3.94 7.51
Nuveen Strategy Growth Allocation I -0.25 4.99 4.80 7.56 5.22 9.34
Madison Moderate Allocation C -0.45 4.98 3.71 7.06 4.42 7.26
Cavanal Hill Active Core A Load Waived -0.38 4.97 3.40 6.89 5.72 8.33
Cavanal Hill Active Core A -0.38 4.97 3.40 6.89 5.72 8.33
Columbia Capital Allocation Mod Agrsv R -0.08 4.96 5.28 8.22 5.19 8.78
Sextant Core -0.77 4.95 3.55 7.40 3.45 5.63
Hartford Balanced Y -0.88 4.95 3.96 9.22 6.92 10.77
Columbia Balanced R -0.66 4.95 4.15 9.13 7.32 11.04
AB Balance Wealth Strategy K -0.14 4.95 4.79 6.63 3.86 7.44
UBS US Allocation P -0.41 4.93 5.95 9.04 7.54 10.80
Alger Balanced I-2 -0.46 4.93 3.64 9.27 7.25 8.09
Pax Balanced Retirement -0.44 4.92 4.37 8.92 5.44 8.77
Fidelity Advisor® Balanced C -0.58 4.91 5.05 8.56 6.49 9.40
Voya Solution Balanced Port I -0.22 4.88 4.77 7.76 5.43 9.25
Hartford Balanced I -0.89 4.88 3.91 9.05 --- ---
Hartford Balanced R5 -0.92 4.86 3.90 9.11 6.85 10.70
Oppenheimer Moderate Inv A Load Waived 0.09 4.85 5.15 7.08 4.50 7.67
Oppenheimer Moderate Inv A 0.09 4.85 5.15 7.08 4.50 7.67
PNC Balanced Allocation T -0.23 4.84 4.30 6.68 --- ---
Pacific Funds Port Optim Mod C -0.22 4.84 5.08 7.57 3.30 6.93
JPMorgan Diversified A Load Waived -0.12 4.84 5.32 7.30 5.02 9.65
JPMorgan Diversified A -0.12 4.84 5.32 7.30 5.02 9.65
Delaware Foundation Moderate Allc C 0.12 4.84 4.92 6.81 3.31 6.81
Pacific Funds Port Optim Mod B -0.22 4.83 5.07 7.55 3.29 6.93
Nuveen Strategy Growth Allocation A LW -0.25 4.83 4.74 7.21 4.94 9.08
Nuveen Strategy Growth Allocation A -0.25 4.83 4.74 7.21 4.94 9.08
PNC Balanced Allocation I -0.23 4.82 4.35 7.13 4.93 9.01
Fidelity Advisor Income Repl 2034 C -0.17 4.81 4.62 6.66 4.32 7.64
Fidelity Advisor Income Repl 2042 C -0.19 4.80 5.15 6.99 4.62 8.53
Dreyfus Moderate Allocation -0.61 4.80 3.93 6.99 3.98 7.33
Fidelity Advisor Income Repl 2040 C -0.17 4.79 5.01 6.90 4.52 8.27
Fidelity Advisor Income Repl 2038 C -0.18 4.79 4.87 6.80 4.44 8.01
JPMorgan Investor Balanced Select -0.14 4.78 4.39 6.95 5.11 8.08
Voya Strategic Allocation Mod Port S -0.23 4.77 4.54 7.67 5.09 8.88
Fidelity Advisor Income Repl 2036 C -0.16 4.77 4.74 6.74 4.38 7.82
Fidelity Advisor Income Repl 2032 C -0.17 4.77 4.44 6.54 4.27 7.47
Prudential Moderate Allocation Z 0.07 4.76 5.08 6.97 4.09 8.19
Wells Fargo WealthBuilder Gr Bal Port WB -0.22 4.75 5.48 6.73 3.66 8.64
First Investors Total Return A LW -0.63 4.75 4.44 7.44 4.69 9.38
First Investors Total Return A -0.63 4.75 4.44 7.44 4.69 9.38
Fidelity Advisor Income Repl 2030 C -0.16 4.75 4.27 6.41 4.18 7.27
Hartford Checks and Balances R5 -0.40 4.74 4.46 8.61 6.61 10.90
Nuveen Strategy Growth Allocation R3 -0.25 4.72 4.72 7.02 4.70 8.81
AB Balance Wealth Strategy R -0.15 4.72 4.80 6.36 3.55 7.11
Fidelity Advisor Income Repl 2028 C -0.16 4.71 4.02 6.22 4.07 7.03
Wilmington Strategic Allc Mod Instl 0.03 4.70 4.70 6.63 3.60 6.90
Voya Solution Balanced Port S -0.22 4.70 4.70 7.53 5.17 9.00
New Century Balanced -0.41 4.70 5.00 6.57 3.56 7.64
UBS US Allocation A Load Waived -0.42 4.69 5.88 8.73 7.25 10.50
UBS US Allocation A -0.42 4.69 5.88 8.73 7.25 10.50
Oppenheimer Moderate Inv R 0.00 4.68 5.09 6.82 4.20 7.40
American Beacon Balanced C -1.17 4.67 4.76 6.25 4.04 9.00
Wells Fargo Growth Balanced Admin -0.52 4.66 4.78 7.66 6.10 11.27
PNC Balanced Allocation A Load Waived -0.23 4.66 4.26 6.90 4.66 8.75
PNC Balanced Allocation A -0.23 4.66 4.26 6.90 4.66 8.75
Nuveen Strategy Balanced Allc I -0.20 4.66 3.55 6.14 4.88 8.26
RiverFront Moderate Growth & Income I 0.00 4.65 4.01 8.09 4.46 7.21
Sentinel Balanced C -0.72 4.62 3.75 8.17 4.98 8.99
Hartford Balanced R4 -0.92 4.62 3.83 8.80 6.54 10.35
Prudential Moderate Allocation A LW 0.07 4.61 5.01 6.69 3.83 7.91
Prudential Moderate Allocation A 0.07 4.61 5.01 6.69 3.83 7.91
Hartford Checks and Balances I -0.40 4.61 4.45 8.61 6.58 10.88
Transamerica Multi-Mgd Balanced C -0.73 4.60 3.74 8.12 6.26 9.26
Hartford Balanced A Load Waived -0.94 4.60 3.82 8.75 6.47 10.30
Hartford Balanced A -0.94 4.60 3.82 8.75 6.47 10.30
Columbia Capital Allocation Mod Agrsv B -0.08 4.60 5.24 7.74 4.67 8.24
JPMorgan Investor Balanced A LW -0.14 4.59 4.34 6.68 4.84 7.82
JPMorgan Investor Balanced A -0.14 4.59 4.34 6.68 4.84 7.82
Wilmington Strategic Allc Mod A LW 0.06 4.57 4.73 6.43 3.35 6.63
Wilmington Strategic Allc Mod A 0.06 4.57 4.73 6.43 3.35 6.63
TETON Westwood Balanced I -0.93 4.56 2.74 7.88 5.85 9.51
Columbia Balanced B -0.73 4.55 4.01 8.56 6.76 10.47
Columbia Balanced C -0.73 4.54 4.00 8.55 6.77 10.48
Franklin Moderate Allocation Advisor -0.07 4.53 4.86 6.86 3.95 6.97
Nuveen Strategy Balanced Allc A LW -0.20 4.52 3.48 5.97 4.60 7.99
Nuveen Strategy Balanced Allc A -0.20 4.52 3.48 5.97 4.60 7.99
Columbia Capital Allocation Mod Agrsv C -0.17 4.52 5.15 7.70 4.65 8.24
Hartford Checks and Balances A LW -0.50 4.51 4.41 8.24 6.33 10.61
Hartford Checks and Balances A -0.50 4.51 4.41 8.24 6.33 10.61
Wells Fargo Growth Balanced A LW -0.53 4.50 4.71 7.40 5.84 11.00
Wells Fargo Growth Balanced A -0.53 4.50 4.71 7.40 5.84 11.00
MainStay Moderate Allocation I -0.31 4.50 5.09 6.65 4.40 9.21
Hartford Checks and Balances R4 -0.40 4.50 4.40 8.31 6.27 10.57
AB Balance Wealth Strategy B -0.15 4.49 4.73 6.01 3.19 6.74
Voya Solution Balanced Port S2 -0.33 4.48 4.59 7.30 4.98 8.82
Oakmark Equity & Income I -0.70 4.48 5.66 5.81 4.32 9.04
JPMorgan Diversified C -0.12 4.47 5.22 6.88 4.51 9.12
VALIC Company I Asset Allocation 0.19 4.45 5.16 6.06 4.94 8.73
Sterling Capital Strategic Allc Bal I 0.56 4.45 5.45 5.78 5.05 7.98
Hartford Balanced R3 -0.93 4.45 3.77 8.53 6.23 10.04
Voya Solution Balanced Port A -0.22 4.44 4.55 7.18 4.88 8.71
RiverFront Moderate Growth & Income A LW -0.09 4.44 3.85 7.83 4.19 6.95
RiverFront Moderate Growth & Income A -0.09 4.44 3.85 7.83 4.19 6.95
Cavanal Hill Active Core C -0.38 4.44 3.28 6.25 --- ---
AB Balance Wealth Strategy C -0.22 4.43 4.67 5.99 3.18 6.74
TETON Westwood Balanced AAA -0.93 4.42 2.67 7.67 5.63 9.23
Eaton Vance Balanced I -0.65 4.42 2.97 7.97 8.07 ---
Prudential Moderate Allocation R 0.00 4.40 4.96 6.44 3.51 7.59
Neiman Balanced Allocation A LW -0.34 4.40 2.23 6.53 3.62 7.13
Neiman Balanced Allocation A -0.34 4.40 2.23 6.53 3.62 7.13
Putnam Dynamic Asset Allocation Bal R6 -0.10 4.37 4.99 6.97 7.07 ---
Oppenheimer Moderate Inv C 0.00 4.36 4.97 6.23 3.71 6.87
Federated MDT Balanced Instl -0.36 4.36 4.76 5.64 5.69 9.78
Dreyfus Balanced Opportunity J -1.20 4.35 3.62 7.68 6.09 10.20
Dreyfus Balanced Opportunity I -1.20 4.35 3.62 7.69 6.10 10.23
Transamerica Multi-Mgd Balanced B -0.76 4.34 3.67 7.77 5.98 8.96
Dreyfus Balanced Opportunity Z -1.21 4.33 3.64 7.63 6.01 10.07
Oppenheimer Moderate Inv B 0.00 4.32 5.03 6.26 3.70 6.84
Franklin Moderate Allocation A LW -0.13 4.32 4.72 6.52 3.69 6.70
Franklin Moderate Allocation A -0.13 4.32 4.72 6.52 3.69 6.70
Putnam Dynamic Asset Allocation Bal R5 -0.12 4.31 4.97 6.89 6.95 ---
Calvert Moderate Allocation A LW -0.06 4.31 4.87 6.11 4.98 8.86
Calvert Moderate Allocation A -0.06 4.31 4.87 6.11 4.98 8.86
FPA Crescent -1.11 4.30 6.14 7.39 4.91 9.50
MainStay Moderate Allocation A LW -0.31 4.28 4.96 6.41 4.12 8.92
MainStay Moderate Allocation A -0.31 4.28 4.96 6.41 4.12 8.92
TETON Westwood Balanced A Load Waived -0.93 4.27 2.69 7.43 5.36 8.97
TETON Westwood Balanced A -0.93 4.27 2.69 7.43 5.36 8.97
Sterling Capital Strategic Allc Bal A LW 0.56 4.26 5.43 5.55 4.79 7.70
Sterling Capital Strategic Allc Bal A 0.56 4.26 5.43 5.55 4.79 7.70
Transamerica Instl Asst Allc Interm Hrzn 0.06 4.25 4.58 5.54 4.34 7.62
Putnam Dynamic Asset Allocation Bal Y -0.07 4.25 4.94 6.90 6.95 10.59
Oakmark Equity & Income II -0.67 4.25 5.63 5.49 3.99 8.69
Hartford Checks and Balances R3 -0.50 4.25 4.33 7.90 5.95 10.21
New Covenant Balanced Growth -0.57 4.24 4.28 7.02 5.27 8.56
Eaton Vance Balanced A Load Waived -0.60 4.24 2.90 7.85 7.81 10.67
Eaton Vance Balanced A -0.60 4.24 2.90 7.85 7.81 10.67
Scharf Balanced Opportunity Instl -0.75 4.23 5.13 7.00 7.29 ---
Nuveen Strategy Growth Allocation C -0.34 4.23 4.61 6.45 4.15 8.26
Nuveen Strategy Balanced Allc R3 -0.20 4.23 3.46 5.64 4.36 7.72
MainStay Moderate Allocation Inv -0.31 4.20 4.96 6.24 3.95 8.73
Fidelity® Puritan® K -0.47 4.20 5.06 8.83 7.80 10.94
Timothy Plan Strategic Growth A LW -0.11 4.19 3.08 3.43 1.96 6.76
Timothy Plan Strategic Growth A -0.11 4.19 3.08 3.43 1.96 6.76
Federated MDT Balanced A Load Waived -0.30 4.17 4.70 5.40 5.46 9.51
Federated MDT Balanced A -0.30 4.17 4.70 5.40 5.46 9.51
Dreyfus Balanced Opportunity A LW -1.25 4.16 3.53 7.42 5.81 9.96
Dreyfus Balanced Opportunity A -1.25 4.16 3.53 7.42 5.81 9.96
Frost Moderate Allocation Instl -0.08 4.15 4.83 6.74 4.83 7.87
PNC Balanced Allocation C -0.23 4.14 4.15 6.20 3.93 7.97
First Investors Total Return B -0.69 4.14 4.20 6.61 3.88 8.57
Nationwide Diverse Managers Instl Svc -0.16 4.13 4.36 4.92 --- ---
JPMorgan Investor Balanced C -0.21 4.13 4.18 6.05 4.28 7.24
Franklin Moderate Allocation R -0.13 4.13 4.68 6.29 3.43 6.43
UBS US Allocation C -0.51 4.11 5.68 7.91 6.43 9.66
Hartford Balanced C -0.98 4.11 3.64 8.01 5.75 9.53
Transamerica Asset Allc Interm Horizon 0.10 4.10 4.58 5.39 4.03 7.27
BlackRock Balanced Capital Instl -0.25 4.10 4.70 7.69 7.57 10.57
Fidelity® Puritan® -0.47 4.09 5.03 8.76 7.70 10.83
State Farm Equity & Bond R3 -0.53 4.08 3.03 6.25 7.20 10.09
State Farm Equity & Bond Instl -0.61 4.06 3.03 6.35 7.26 10.15
Virtus Tactical Allocation A LW -0.40 4.04 5.32 4.80 3.14 7.43
Virtus Tactical Allocation A -0.40 4.04 5.32 4.80 3.14 7.43
Prudential Moderate Allocation C 0.00 4.02 4.82 5.90 3.06 7.11
Prudential Moderate Allocation B 0.00 4.02 4.90 5.98 3.06 7.13
Putnam Dynamic Asset Allocation Bal A LW -0.12 4.01 4.82 6.59 6.68 10.30
Putnam Dynamic Asset Allocation Bal A -0.12 4.01 4.82 6.59 6.68 10.30
Federated MDT Balanced R6 -0.30 3.98 4.71 5.18 5.21 9.17
Hartford Balanced B -0.99 3.95 3.62 7.86 5.56 9.37
Frost Moderate Allocation Investor -0.08 3.95 4.77 6.45 4.55 7.59
Wells Fargo Growth Balanced B -0.57 3.94 4.53 6.61 5.05 10.16
Hartford Checks and Balances C -0.51 3.94 4.24 7.48 5.54 9.79
State Farm Equity & Bond A Load Waived -0.53 3.93 2.99 6.09 6.98 9.88
State Farm Equity & Bond A -0.53 3.93 2.99 6.09 6.98 9.88
Buffalo Flexible Income -1.84 3.92 2.44 7.91 3.27 7.88
BNY Mellon Asset Allocation M -0.43 3.90 4.42 6.28 4.44 7.71
Wells Fargo Growth Balanced C -0.62 3.89 4.50 6.58 5.05 10.17
Schwab Balanced -0.14 3.89 4.70 6.47 6.45 9.47
Putnam Dynamic Asset Allocation Bal R -0.16 3.89 4.81 6.36 6.42 10.02
Nuveen Strategy Balanced Allc C -0.30 3.89 3.35 5.13 3.81 7.18
BlackRock Balanced Capital Inv A LW -0.25 3.89 4.66 7.37 7.27 10.24
BlackRock Balanced Capital Inv A -0.25 3.89 4.66 7.37 7.27 10.24
BlackRock 60/40 Target Allocation Instl -0.17 3.89 4.34 6.14 6.07 10.78
RiverFront Moderate Growth & Income C -0.09 3.88 3.69 7.05 3.42 6.15
AMG Chicago Equity Partners Bal Instl -0.06 3.88 3.60 6.58 6.79 9.76
State Farm Equity & Bond R2 -0.62 3.84 2.89 5.94 6.87 9.75
State Farm Equity & Bond Premier LW -0.61 3.83 2.90 6.05 7.01 9.87
State Farm Equity & Bond Premier -0.61 3.83 2.90 6.05 7.01 9.87
Ladenburg Growth & Income I -0.29 3.83 3.83 5.32 --- ---
Hartford Checks and Balances B -0.51 3.83 4.17 7.39 5.47 9.71
AMG Chicago Equity Partners Bal Svc -0.13 3.83 3.58 6.51 6.72 ---
Arrow DWA Balanced Institutional 0.23 3.81 3.97 5.44 3.33 ---
VALIC Company I Dynamic Allocation -1.08 3.80 4.17 5.39 2.85 ---
Sit Balanced -0.67 3.79 4.41 7.41 7.18 9.52
TETON Westwood Balanced C -1.00 3.78 2.52 6.84 4.84 8.42
Sterling Capital Strategic Allc Bal B 0.57 3.76 5.29 4.80 4.02 6.92
Calamos Growth & Income I -0.70 3.76 5.22 8.28 6.26 8.12
1919 Socially Responsive Balanced I -0.81 3.76 3.58 6.05 5.58 8.76
Pacific Financial Fth & Vls Bsd Mod Inv -0.69 3.73 3.41 6.04 0.15 ---
Ladenburg Growth & Income A Load Waived -0.39 3.73 3.84 5.22 --- ---
Ladenburg Growth & Income A -0.39 3.73 3.84 5.22 --- ---
Franklin Moderate Allocation C -0.21 3.73 4.51 5.68 2.90 5.90
BNY Mellon Asset Allocation Inv -0.44 3.73 4.43 6.08 4.19 7.46
Neiman Balanced Allocation C -0.51 3.72 1.99 5.72 2.82 6.31
Eaton Vance Balanced C -0.66 3.72 2.71 6.98 6.96 9.81
Calvert Moderate Allocation C -0.12 3.72 4.68 5.34 4.19 8.05
AMG Chicago Equity Partners Bal Inv -0.06 3.72 3.57 6.35 6.54 9.49
Putnam Dynamic Asset Allocation Bal M -0.11 3.70 4.77 6.14 6.15 9.76
BlackRock 60/40 Target Allocation Inv A -0.17 3.68 4.23 5.80 5.69 10.38
BlackRock 60/40 Target Allocation I A LW -0.17 3.68 4.23 5.80 5.69 10.38
Sterling Capital Strategic Allc Bal C 0.48 3.67 5.24 4.79 4.01 6.90
Arrow DWA Balanced A Load Waived 0.24 3.67 3.92 5.23 3.08 5.92
Arrow DWA Balanced A 0.24 3.67 3.92 5.23 3.08 5.92
Pioneer Classic Balanced Y -0.66 3.66 3.67 6.52 6.50 9.82
MainStay Moderate Allocation B -0.31 3.66 4.77 5.47 3.19 7.93
RidgeWorth Moderate Allocation Strat I -0.63 3.64 3.52 5.96 4.71 7.53
State Farm Equity & Bond B Legacy -0.61 3.60 2.86 5.69 6.56 9.45
Eaton Vance Balanced B -0.70 3.60 2.68 6.95 6.97 9.81
Calamos Growth & Income A Load Waived -0.74 3.60 5.15 8.05 6.02 7.87
Calamos Growth & Income A -0.74 3.60 5.15 8.05 6.02 7.87
BlackRock 60/40 Target Allocation R -0.17 3.60 4.24 5.65 5.55 10.20
Dreyfus Balanced Opportunity C -1.30 3.59 3.38 6.62 5.04 9.13
Pacific Financial Dynamic Allc Instl -0.57 3.58 3.17 --- --- ---
MainStay Moderate Allocation C -0.39 3.58 4.78 5.38 3.16 7.91
BlackRock Balanced Capital R -0.31 3.58 4.55 6.98 6.89 9.85
State Farm Equity & Bond R1 -0.62 3.57 2.81 5.68 6.64 9.53
Pioneer Classic Balanced K -0.78 3.57 3.57 --- --- ---
Federated MDT Balanced C -0.37 3.57 4.51 4.59 4.66 8.68
RidgeWorth Moderate Allocation Strat A -0.53 3.54 3.54 5.90 4.58 7.35
RidgeWorth Moderate Allocation Stra A LW -0.53 3.54 3.54 5.90 4.58 7.35
Timothy Plan Strategic Growth C -0.13 3.52 2.85 2.72 1.17 5.95
Putnam Dynamic Asset Allocation Bal B -0.16 3.52 4.72 5.82 5.90 9.49
1919 Socially Responsive Balanced A LW -0.87 3.51 3.41 5.73 5.30 8.46
1919 Socially Responsive Balanced A -0.87 3.51 3.41 5.73 5.30 8.46
Putnam Dynamic Asset Allocation Bal C -0.23 3.48 4.68 5.78 5.88 9.48
Virtus Tactical Allocation B -0.48 3.47 5.03 4.11 2.39 6.63
Plumb Balanced -0.22 3.47 5.18 4.54 6.78 8.77
Calamos Growth & Income R -0.71 3.47 5.12 7.84 5.77 7.60
Pioneer Classic Balanced A Load Waived -0.78 3.45 3.57 6.12 6.20 9.51
Pioneer Classic Balanced A -0.78 3.45 3.57 6.12 6.20 9.51
Virtus Tactical Allocation C -0.48 3.44 4.99 3.96 2.35 6.62
Pioneer Classic Balanced R -0.89 3.33 3.46 6.02 --- ---
State Farm Equity & Bond B -0.62 3.31 2.75 5.35 6.29 9.15
BlackRock Balanced Capital Inv C -0.38 3.31 4.42 6.56 6.44 9.40
Virtus Balanced A Load Waived -0.57 3.22 4.41 3.99 3.14 7.08
Virtus Balanced A -0.57 3.22 4.41 3.99 3.14 7.08
RidgeWorth Moderate Allocation Strat C -0.65 3.13 3.36 5.28 3.97 6.71
Ladenburg Growth & Income C -0.49 3.13 3.55 4.40 --- ---
BlackRock 60/40 Target Allocation Inv C -0.17 3.12 4.14 5.08 4.94 9.58
Victory Strategic Allocation I -0.27 3.00 3.99 5.43 5.16 9.99
Pioneer Classic Balanced C -0.78 3.00 3.48 5.51 5.42 8.66
Calamos Growth & Income B -0.77 3.00 4.96 7.22 5.35 7.29
Pacific Financial Dynamic Allc Inv -0.67 2.99 2.88 --- --- ---
Arrow DWA Balanced C 0.17 2.99 3.70 4.36 2.30 5.12
Tributary Balanced Instl Plus -0.88 2.98 3.09 4.97 5.92 ---
1919 Socially Responsive Balanced C -0.91 2.98 3.28 4.95 4.54 7.70
Calamos Growth & Income C -0.77 2.96 4.95 7.15 5.20 7.04
BlackRock Balanced Capital Inv B -0.35 2.93 4.29 6.01 6.07 9.07
Tributary Balanced Instl -0.88 2.88 3.07 4.79 5.70 9.01
Victory Strategic Allocation A LW -0.33 2.84 3.90 5.11 4.90 9.71
Victory Strategic Allocation A -0.33 2.84 3.90 5.11 4.90 9.71
1919 Socially Responsive Balanced B -0.94 2.82 3.12 5.00 4.36 7.41
Virtus Balanced C -0.62 2.67 4.25 3.23 2.37 6.29
Hennessy Equity and Income Institutional -1.38 2.66 1.84 5.56 5.41 8.64
Virtus Balanced B -0.63 2.64 4.23 3.21 2.37 6.27
Victory Strategic Allocation R -0.33 2.60 3.80 4.83 4.59 9.39
Pioneer Solutions Balanced Y -0.09 2.50 4.26 3.75 3.27 7.25
Waddell & Reed Continental Inc Y -0.28 2.44 3.95 6.30 5.26 10.19
Hennessy Equity and Income Investor -1.37 2.37 1.69 5.15 5.06 8.31
Pioneer Solutions Balanced A LW -0.09 2.35 4.23 3.55 3.01 6.95
Pioneer Solutions Balanced A -0.09 2.35 4.23 3.55 3.01 6.95
Ivy Balanced R6 -0.32 2.32 3.91 6.33 --- ---
Victory Strategic Allocation C -0.34 2.29 3.73 4.40 4.17 8.95
Fairholme Allocation -2.27 2.25 1.11 -9.51 -5.03 7.27
Ivy Balanced I -0.32 2.22 3.92 6.18 5.22 9.94
Waddell & Reed Continental Inc A LW -0.34 2.11 3.89 5.95 4.93 9.85
Waddell & Reed Continental Inc A -0.34 2.11 3.89 5.95 4.93 9.85
Pioneer Solutions Balanced R -0.18 2.08 4.25 3.30 --- ---
Ivy Balanced Y -0.39 2.02 3.81 5.90 4.95 9.67
Ivy Balanced A Load Waived -0.35 2.01 3.80 5.88 4.94 9.65
Ivy Balanced A -0.35 2.01 3.80 5.88 4.94 9.65
ICON Risk-Managed Balanced S -0.82 2.01 3.36 3.49 3.72 6.97
InvestEd Balanced Load Waived -0.43 1.84 4.86 5.82 4.20 7.98
InvestEd Balanced -0.43 1.84 4.86 5.82 4.20 7.98
ICON Risk-Managed Balanced A LW -0.91 1.80 3.32 3.18 3.46 6.73
ICON Risk-Managed Balanced A -0.91 1.80 3.32 3.18 3.46 6.73
Pioneer Solutions Balanced C -0.19 1.76 4.10 2.82 2.30 6.20
Ivy Balanced R -0.39 1.74 3.72 5.52 4.59 ---
Waddell & Reed Continental Inc C -0.42 1.50 3.62 5.06 4.08 8.92
Timothy Plan Growth & Income I -0.37 1.50 2.56 2.24 --- ---
Janus Balanced N -0.78 1.50 3.70 5.26 5.63 ---
Ivy Balanced C -0.41 1.50 3.64 5.14 4.22 8.90
Janus Aspen Balanced Instl -0.77 1.45 3.67 5.19 5.54 9.78
Ivy Balanced B -0.42 1.45 3.64 5.08 4.17 8.83
ASTON/Montag & Caldwell Balanced I -0.72 1.44 1.76 4.76 5.91 7.89
Janus Balanced I -0.78 1.43 3.64 5.18 5.55 9.64
Janus Balanced D -0.78 1.37 3.67 5.11 5.47 9.56
Timothy Plan Growth & Income A LW -0.46 1.32 2.38 1.89 --- ---
Timothy Plan Growth & Income A -0.46 1.32 2.38 1.89 --- ---
ASTON/Montag & Caldwell Balanced N -0.75 1.32 1.72 4.64 5.80 7.78
Waddell & Reed Continental Inc B -0.53 1.30 3.54 4.73 3.79 8.63
Janus Balanced T -0.82 1.30 3.61 4.99 5.37 9.46
Janus Balanced A Load Waived -0.79 1.26 3.60 4.90 5.25 9.33
Janus Balanced A -0.79 1.26 3.60 4.90 5.25 9.33
ICON Risk-Managed Balanced C -0.90 1.25 3.12 2.47 2.70 5.93
Janus Balanced S -0.82 1.13 3.53 4.71 5.10 9.18
PSG Tactical Growth -0.96 1.08 2.08 -0.50 -2.77 ---
Janus Balanced R -0.82 0.94 3.50 4.48 4.85 8.91
Timothy Plan Growth & Income C -0.47 0.77 2.23 1.25 --- ---
Janus Balanced C -0.86 0.71 3.41 4.16 4.50 8.53
Deutsche Multi-Asset Moderate Allc S -0.53 0.43 4.42 2.27 3.53 8.52
Deutsche Multi-Asset Moderate Allc A LW -0.53 0.32 4.30 2.08 3.31 8.29
Deutsche Multi-Asset Moderate Allc A -0.53 0.32 4.30 2.08 3.31 8.29
Deutsche Multi-Asset Moderate Allc C -0.63 -0.32 4.09 1.27 2.53 7.48
Avondale Core Investment -0.10 -0.71 0.00 -1.51 --- ---
QS Dynamic Multi-Strategy I -0.37 -1.78 1.13 -1.92 --- ---
QS Dynamic Multi-Strategy A Load Waived -0.46 -2.05 1.04 -2.26 1.29 ---
QS Dynamic Multi-Strategy A -0.46 -2.05 1.04 -2.26 1.29 ---
QS Dynamic Multi-Strategy C -0.47 -2.51 0.85 -2.90 --- ---
VY® T. Rowe Price Capital Apprec R6 -0.16 --- 3.98 --- --- ---
Voya Solution Balanced Port R6 -0.22 --- 4.77 --- --- ---
T. Rowe Price Personal Strat Bal I 0.14 --- 5.96 --- --- ---
Scharf Balanced Opportunity Retail -0.75 --- 5.07 --- --- ---
Rational Strategic Allocation Instl 0.00 --- 3.47 --- --- ---
Rational Strategic Allocation C -0.19 --- 3.26 --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
MainStay Moderate Allocation R3 -0.31 --- 4.88 --- --- ---
Franklin NextStep Moderate C -0.18 --- 3.70 --- --- ---
Franklin NextStep Moderate A LW -0.09 --- 4.02 --- --- ---
Franklin NextStep Moderate A -0.09 --- 4.02 --- --- ---
Eaton Vance Balanced R6 -0.64 --- 2.86 --- --- ---
Eaton Vance Balanced R -0.68 --- 2.82 --- --- ---
Calvert Moderate Allocation Y -0.11 --- 4.97 --- --- ---
Calvert Moderate Allocation I -0.06 --- 4.99 --- --- ---
BlackRock 60/40 Target Allocation K -0.08 --- 4.34 --- --- ---
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