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Data through 5/23/2016. 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 -1.31 1.16 5.58 -4.13 4.23 5.90
Catalyst/SMH Total Return Income I -0.26 7.75 15.52 -21.58 --- ---
Catalyst/SMH Total Return Income A LW -0.55 7.34 15.08 -21.80 -11.50 -5.06
Catalyst/SMH Total Return Income A -0.55 7.34 15.08 -21.80 -11.50 -5.06
Brookfield Real Assets Securities I -0.11 7.25 13.28 -9.16 --- ---
Brookfield Real Assets Securities Y -0.11 7.24 13.26 -9.15 --- ---
Brookfield Real Assets Securities A LW -0.11 7.24 13.25 -9.22 --- ---
Brookfield Real Assets Securities A -0.11 7.24 13.25 -9.22 --- ---
Brookfield Real Assets Securities C -0.11 7.14 13.15 -9.66 --- ---
Catalyst/SMH Total Return Income C -0.61 7.09 15.23 -22.40 -12.16 -5.77
Timothy Plan Defensive Strategies I -0.54 6.69 6.07 -3.25 --- ---
Timothy Plan Defensive Strategies A LW -0.63 6.49 5.87 -3.59 -1.34 0.44
Timothy Plan Defensive Strategies A -0.63 6.49 5.87 -3.59 -1.34 0.44
Timothy Plan Defensive Strategies C -0.75 6.20 5.67 -4.32 -2.10 -0.32
Poplar Forest Cornerstone Institutional -1.02 5.77 9.96 -1.97 --- ---
Poplar Forest Cornerstone A Load Waived -1.07 5.65 9.88 -2.24 --- ---
Poplar Forest Cornerstone A -1.07 5.65 9.88 -2.24 --- ---
Camelot Premium Return A Load Waived -4.39 5.35 13.23 -10.59 2.28 5.00
Camelot Premium Return A -4.39 5.35 13.23 -10.59 2.28 5.00
Intrepid Capital Institutional 0.00 5.21 9.15 -5.45 3.73 5.72
Mairs & Power Balanced Inv -1.41 5.11 6.79 0.95 5.90 8.70
Intrepid Capital -0.09 5.05 9.09 -5.71 3.46 5.45
Camelot Premium Return C -4.41 4.95 12.98 -11.26 1.52 4.23
Prudential Real Assets Q 0.43 4.55 7.07 -6.74 --- ---
Prudential Real Assets Z 0.43 4.52 7.04 -6.84 -0.96 0.94
Prudential Real Assets A Load Waived 0.43 4.48 7.00 -6.99 -1.21 0.70
Prudential Real Assets A 0.43 4.48 7.00 -6.99 -1.21 0.70
AT Income Opportunities Institutional -0.83 4.31 8.03 -4.09 --- ---
Loomis Sayles Multi-Asset Income N -0.63 4.21 6.82 --- --- ---
American Funds Income Portfolio R6 -0.69 4.19 5.81 -1.11 4.36 ---
American Funds Income Portfolio R5 -0.69 4.18 5.89 -1.16 4.30 ---
American Funds Income Portfolio R2E -0.61 4.18 5.89 -1.23 --- ---
American Funds Income Portfolio F2 -0.69 4.17 5.89 -1.20 4.26 ---
Prudential Real Assets C 0.32 4.16 6.80 -7.71 -1.94 -0.05
Prudential Real Assets B 0.43 4.15 6.91 -7.70 -1.93 -0.05
American Funds Income Portfolio R4 -0.69 4.13 5.84 -1.43 4.03 ---
Loomis Sayles Multi-Asset Income Y -0.63 4.11 6.80 1.36 4.31 ---
American Funds Income Portfolio 529F1 -0.69 4.07 5.78 -1.28 4.16 ---
American Funds Income Portfolio R5E -0.69 4.06 5.77 --- --- ---
American Funds Income Portfolio A LW -0.69 4.04 5.76 -1.51 4.02 ---
American Funds Income Portfolio A -0.69 4.04 5.76 -1.51 4.02 ---
American Funds Income Portfolio F1 -0.69 4.03 5.84 -1.46 4.01 ---
American Funds Income Portfolio 529A -0.69 4.02 5.74 -1.53 3.93 ---
GuideStone Funds Defensv Mkt Strats Inst -0.60 4.01 5.62 3.16 8.01 ---
Loomis Sayles Multi-Asset Income A LW -0.72 4.00 6.71 1.10 4.17 6.71
Loomis Sayles Multi-Asset Income A -0.72 4.00 6.71 1.10 4.17 6.71
American Funds Income Portfolio 529E -0.69 3.97 5.69 -1.74 3.69 ---
VY® Franklin Income I -1.58 3.93 8.18 -5.15 2.75 5.13
SEI Defensive Strategy Allc A (SAAT) -0.07 3.92 6.78 -0.02 6.19 8.48
GuideStone Funds Defensv Mkt Strats Inv -0.60 3.92 5.52 2.97 7.76 ---
American Funds Income Portfolio R3 -0.78 3.88 5.69 -1.84 3.65 ---
Hotchkis & Wiley Capital Income I -2.26 3.87 11.44 -7.74 3.61 7.80
VY® Franklin Income S -1.50 3.85 8.11 -5.05 2.60 4.92
VY® T. Rowe Price Capital Apprec I -0.15 3.79 7.15 4.22 10.64 11.00
T. Rowe Price Capital Appreciation I -0.12 3.79 7.17 --- --- ---
Greenspring -1.20 3.79 8.58 -2.69 1.12 3.68
American Funds Income Portfolio 529C -0.78 3.78 5.59 -2.29 3.14 ---
Loomis Sayles Multi-Asset Income C -0.71 3.77 6.63 0.34 3.39 5.91
VY® Franklin Income S2 -1.59 3.76 8.03 -5.26 2.44 4.76
T. Rowe Price Capital Appreciation -0.15 3.75 7.13 4.23 10.51 10.98
American Funds Income Portfolio B -0.78 3.73 5.64 -2.15 3.23 ---
Hotchkis & Wiley Capital Income A LW -2.28 3.72 11.36 -8.01 3.33 8.13
Hotchkis & Wiley Capital Income A -2.28 3.72 11.36 -8.01 3.33 8.13
American Funds Income Portfolio 529B -0.78 3.72 5.53 -2.29 3.14 ---
SEI Conservative Strategy Allc A (SAAT) -0.22 3.71 6.58 0.33 6.78 8.96
JHFunds2 Capital Appreciation Value NAV -0.18 3.71 7.20 4.10 10.33 10.80
American Funds Income Portfolio R1 -0.78 3.71 5.52 -2.24 3.21 ---
American Funds Income Portfolio C -0.78 3.71 5.52 -2.17 3.23 ---
American Funds Income Portfolio R2 -0.78 3.70 5.61 -2.20 3.19 ---
VY® T. Rowe Price Capital Apprec S -0.18 3.67 7.03 3.93 10.35 10.71
VY® Franklin Income A -1.64 3.67 7.95 -5.44 2.24 4.55
T. Rowe Price Capital Appreciation Adv -0.16 3.63 7.08 3.95 10.19 10.65
VY® T. Rowe Price Capital Apprec S2 -0.19 3.62 7.04 3.83 10.19 10.56
State Farm Balanced -1.39 3.54 4.87 -0.17 5.98 6.52
VY® T. Rowe Price Capital Apprec A -0.19 3.52 6.99 3.59 9.97 10.33
Columbia Flexible Capital Income R5 -1.18 3.48 9.62 -7.16 2.39 ---
MFS Total Return R5 -0.82 3.45 5.76 0.62 6.51 ---
Columbia Flexible Capital Income I -1.18 3.42 9.70 -6.98 2.47 ---
Outfitter -0.18 3.41 6.89 -1.57 3.71 ---
Columbia Flexible Capital Income Z -1.19 3.39 9.57 -7.23 2.29 ---
MFS Total Return R4 -0.88 3.36 5.74 0.47 6.40 7.84
MFS Total Return I -0.88 3.36 5.68 0.48 6.41 7.83
Columbia Flexible Capital Income R4 -1.18 3.36 9.61 -7.25 2.31 ---
Columbia Flexible Capital Income W -1.19 3.33 9.50 -7.44 2.02 ---
MFS Total Return R3 -0.90 3.28 5.61 0.22 6.14 7.56
MFS Total Return A Load Waived -0.90 3.28 5.62 0.23 6.15 7.57
MFS Total Return A -0.90 3.28 5.62 0.23 6.15 7.57
MFS Total Return 529A Load Waived -0.90 3.28 5.68 0.25 6.10 7.52
MFS Total Return 529A -0.90 3.28 5.68 0.25 6.10 7.52
Fidelity Advisor® Multi-Asset Income T 0.18 3.24 7.40 --- --- ---
Fidelity Advisor® Multi-Asset Income I 0.20 3.23 7.46 --- --- ---
Columbia Flexible Capital Income A LW -1.28 3.23 9.51 -7.46 2.03 ---
Columbia Flexible Capital Income A -1.28 3.23 9.51 -7.46 2.03 ---
American Funds Retire Inc Port-Enh F2 -0.96 3.20 5.72 --- --- ---
MFS Total Return R2 -0.92 3.19 5.60 -0.02 5.88 7.29
American Funds Retire Inc Port-Enh R5E -0.96 3.18 5.70 --- --- ---
American Funds Retire Inc Port-Enh F1 -0.96 3.18 5.70 --- --- ---
Manning & Napier Strategic Inc Modrt I -1.03 3.17 5.42 0.31 3.70 ---
Franklin Balanced R6 -1.97 3.17 5.68 -1.99 4.68 ---
Columbia Flexible Capital Income R -1.28 3.17 9.45 -7.71 1.74 ---
American Funds Retire Inc Port-Mod R3 -0.67 3.17 4.84 --- --- ---
American Funds Retire Inc Port-Enh R2E -0.96 3.17 5.68 --- --- ---
American Funds Retire Inc Port-Enh R1 -0.96 3.17 5.68 --- --- ---
American Funds Retire Inc Port-Enh A LW -0.96 3.17 5.69 --- --- ---
American Funds Retire Inc Port-Enh A -0.96 3.17 5.69 --- --- ---
American Funds Retire Inc Port-Enh R6 -0.96 3.16 5.67 --- --- ---
American Funds Retire Inc Port-Enh R5 -0.96 3.16 5.67 --- --- ---
American Funds Retire Inc Port-Enh R4 -0.96 3.16 5.67 --- --- ---
Worthington Value Line Dynamic Opp Instl -0.11 3.15 11.12 --- --- ---
Fidelity Advisor® Multi-Asset Income A 0.08 3.14 7.29 --- --- ---
Fidelity Advisor® Multi-Asset Incom A LW 0.08 3.14 7.29 --- --- ---
Franklin Balanced Adv -1.98 3.12 5.65 -2.08 4.53 6.62
American Funds Retire Inc Port-Mod F2 -0.77 3.12 4.79 --- --- ---
American Funds Retire Inc Port-Enh R3 -0.96 3.09 5.61 --- --- ---
American Funds Retire Inc Port-Mod R5E -0.77 3.08 4.65 --- --- ---
American Funds Retire Inc Port-Mod R2 -0.77 3.08 4.64 --- --- ---
American Funds Retire Inc Port-Mod F1 -0.77 3.08 4.65 --- --- ---
American Funds Retire Inc Port-Mod A LW -0.77 3.08 4.65 --- --- ---
American Funds Retire Inc Port-Mod A -0.77 3.08 4.65 --- --- ---
American Funds Retire Inc Port-Mod R2E -0.77 3.07 4.74 --- --- ---
American Funds Retire Inc Port-Mod R6 -0.77 3.06 4.73 --- --- ---
American Funds Retire Inc Port-Mod R5 -0.77 3.06 4.73 --- --- ---
RiverNorth Core Opportunity I -1.02 3.04 10.42 -6.36 --- ---
American Funds Retire Inc Port-Mod R4 -0.68 3.04 4.71 --- --- ---
Franklin Balanced A Load Waived -2.00 3.03 5.60 -2.34 4.24 6.30
Franklin Balanced A -2.00 3.03 5.60 -2.34 4.24 6.30
Manning & Napier Strategic Inc Modrt S -1.12 3.02 5.37 -0.03 3.46 ---
RiverNorth Core Opportunity R -1.02 2.98 10.46 -6.45 2.79 5.01
MFS Total Return R1 -0.96 2.98 5.43 -0.53 5.34 6.76
American Funds Retire Inc Port-Enh B -0.95 2.98 5.70 --- --- ---
Worthington Value Line Dynamic Opp Inv -0.22 2.97 10.92 -7.57 --- ---
MFS Total Return B -0.96 2.97 5.42 -0.53 5.34 6.76
Columbia Flexible Capital Income C -1.28 2.97 9.26 -8.21 1.27 ---
MFS Total Return C -0.95 2.96 5.46 -0.52 5.34 6.75
MFS Total Return 529C -0.95 2.95 5.45 -0.57 5.30 6.70
MFS Total Return 529B -0.96 2.95 5.47 -0.53 5.28 6.71
American Funds Retire Inc Port-Enh R2 -1.06 2.90 5.52 --- --- ---
Fidelity Advisor® Multi-Asset Income C 0.02 2.86 7.10 --- --- ---
Westwood Income Opportunity Instl -0.07 2.85 5.85 -1.42 4.01 6.73
LK Balanced Institutional -1.53 2.84 7.02 -3.85 2.35 ---
American Funds Retire Inc Port-Mod R1 -0.77 2.83 4.60 --- --- ---
American Funds Retire Inc Port-Enh C -1.06 2.82 5.44 --- --- ---
American Funds Retire Inc Port-Mod C -0.77 2.77 4.55 --- --- ---
Hennessy Balanced Investor -1.04 2.76 3.45 1.38 2.51 4.52
American Funds Retire Inc Port-Mod B -0.87 2.76 4.53 --- --- ---
Madison Diversified Income A LW -0.75 2.75 3.76 1.75 4.88 6.82
Madison Diversified Income A -0.75 2.75 3.76 1.75 4.88 6.82
Bruce 0.74 2.75 4.20 4.43 9.24 8.75
Franklin Balanced C -2.08 2.74 5.36 -3.07 3.50 5.56
Westwood Income Opportunity A LW -0.14 2.72 5.72 -1.69 3.73 6.45
Westwood Income Opportunity A -0.14 2.72 5.72 -1.69 3.73 6.45
Virtus Herzfeld I 0.10 2.67 10.86 -5.23 2.99 ---
MFS Moderate Allocation I -0.80 2.64 6.14 -2.08 4.27 5.99
MFS Moderate Allocation R4 -0.81 2.61 6.08 -2.11 4.26 6.00
American Funds College 2024 529F1 -0.70 2.61 3.83 -0.47 5.13 ---
Vanguard Wellington™ Admiral™ -1.42 2.59 5.94 0.06 6.69 8.65
Advance Capital I Balanced Instl -2.02 2.58 4.11 -2.95 4.32 5.74
MFS Moderate Allocation R3 -0.81 2.57 6.07 -2.31 4.01 5.73
Vanguard Wellington™ Inv -1.42 2.56 5.93 -0.02 6.61 8.56
American Funds College 2024 529A LW -0.70 2.53 3.75 -0.65 4.91 ---
American Funds College 2024 529A -0.70 2.53 3.75 -0.65 4.91 ---
Virtus Herzfeld A Load Waived 0.10 2.51 10.70 -5.49 2.73 ---
Virtus Herzfeld A 0.10 2.51 10.70 -5.49 2.73 ---
Regal Total Return A Load Waived -1.79 2.49 4.77 -4.43 --- ---
Regal Total Return A -1.79 2.49 4.77 -4.43 --- ---
MFS Moderate Allocation A Load Waived -0.87 2.49 6.02 -2.35 4.00 5.72
MFS Moderate Allocation A -0.87 2.49 6.02 -2.35 4.00 5.72
MFS Moderate Allocation 529A LW -0.81 2.49 6.04 -2.40 3.96 5.68
MFS Moderate Allocation 529A -0.81 2.49 6.04 -2.40 3.96 5.68
Madison Diversified Income B -0.81 2.49 3.55 0.98 4.11 6.04
WesMark Balanced -1.08 2.43 4.53 -1.61 4.03 6.32
MFS Moderate Allocation R2 -0.89 2.42 5.95 -2.59 3.73 5.45
Madison Diversified Income C -0.81 2.42 3.55 0.98 4.11 ---
CornerCap Balanced -2.46 2.42 6.11 -5.15 4.35 5.33
Advance Capital I Balanced Retail -2.04 2.42 4.04 -3.19 4.06 5.47
American Funds American Balanced R5 -0.90 2.37 5.47 1.64 7.48 9.64
AdvisorOne CLS Growth and Income N -1.33 2.36 4.83 -4.05 1.59 3.83
American Funds College 2024 529E -0.79 2.35 3.67 -0.98 4.60 ---
American Funds American Balanced R6 -0.94 2.35 5.44 1.65 7.52 9.69
Manning & Napier Pro-Blend Extnd Term I -1.39 2.33 6.34 -4.76 3.34 5.09
American Funds American Balanced F2 -0.94 2.33 5.42 1.55 7.40 9.57
American Funds American Balanced 529F -0.94 2.31 5.41 1.48 7.34 9.50
Manning & Napier Pro-Blend Extnd Term S -1.35 2.30 6.30 -5.02 3.07 4.82
American Funds American Balanced R5E -0.94 2.29 5.44 --- --- ---
MFS Moderate Allocation B -0.88 2.27 5.90 -3.02 3.23 4.93
American Funds American Balanced A LW -0.94 2.27 5.37 1.39 7.20 9.35
American Funds American Balanced A -0.94 2.27 5.37 1.39 7.20 9.35
MFS Moderate Allocation R1 -0.84 2.26 5.92 -3.02 3.23 4.94
Virtus Herzfeld C 0.00 2.24 10.56 -6.21 1.95 ---
MFS Moderate Allocation 529C -0.89 2.24 5.85 -3.08 3.18 4.88
MainStay Balanced I -1.49 2.24 6.34 -2.10 6.16 8.00
MFS Moderate Allocation 529B -0.89 2.22 5.89 -3.08 3.18 4.89
American Funds American Balanced R4 -0.94 2.22 5.36 1.34 7.14 9.31
American Funds American Balanced F1 -0.94 2.22 5.36 1.29 7.13 9.30
MFS Moderate Allocation C -0.88 2.21 5.87 -3.03 3.24 4.94
American Funds American Balanced 529A LW -0.94 2.21 5.35 1.30 7.11 9.25
American Funds American Balanced 529A -0.94 2.21 5.35 1.30 7.11 9.25
Villere Balanced Inv -3.92 2.19 9.94 -10.99 0.52 6.37
MainStay Balanced R1 -1.49 2.19 6.29 -2.20 6.05 7.89
American Funds College 2024 529C -0.80 2.19 3.51 -1.50 4.04 ---
American Funds College 2027 529F1 -1.09 2.16 4.88 -1.85 5.55 ---
American Funds College 2024 529B -0.79 2.16 3.56 -1.47 4.06 ---
Manning & Napier Pro-Blend Extnd Term R -1.41 2.14 6.16 -5.28 2.79 4.55
MainStay Balanced A Load Waived -1.53 2.12 6.26 -2.35 5.89 7.73
MainStay Balanced A -1.53 2.12 6.26 -2.35 5.89 7.73
American Funds American Balanced R3 -0.98 2.11 5.26 1.00 6.82 8.98
American Funds American Balanced R2E -0.98 2.11 5.26 1.11 --- ---
American Funds American Balanced 529E -0.98 2.11 5.30 1.05 6.83 8.98
MainStay Balanced R2 -1.53 2.10 6.23 -2.45 5.78 7.62
American Funds College 2027 529A LW -1.17 2.08 4.80 -2.02 5.35 ---
American Funds College 2027 529A -1.17 2.08 4.80 -2.02 5.35 ---
MainStay Balanced Inv -1.53 2.05 6.21 -2.53 5.71 7.54
Invesco Moderate Allocation R5 -1.31 2.05 5.60 -5.19 2.16 4.88
Invesco Moderate Allocation Y -1.31 2.03 5.51 -5.00 2.17 4.89
Vanguard Balanced Index I -1.07 2.01 5.25 -0.31 6.66 8.19
Vanguard Balanced Index Adm -1.07 2.01 5.25 -0.29 6.65 8.18
Northern Global Tactical Asset Allc -1.79 2.00 5.36 -3.76 2.45 4.65
Invesco Moderate Allocation S -1.31 2.00 5.47 -5.09 2.03 4.75
Rational Strategic Allocation A LW 0.10 1.98 5.54 -2.25 2.61 3.83
Rational Strategic Allocation A 0.10 1.98 5.54 -2.25 2.61 3.83
MainStay Balanced R3 -1.53 1.97 6.18 -2.72 5.52 7.36
Invesco Moderate Allocation A LW -1.31 1.97 5.45 -5.25 1.93 4.63
Invesco Moderate Allocation A -1.31 1.97 5.45 -5.25 1.93 4.63
Manning & Napier Pro-Blend Extnd Term C -1.40 1.96 6.14 -5.72 2.31 4.04
American Funds American Balanced R1 -0.99 1.96 5.21 0.58 6.35 8.50
American Funds American Balanced B -0.98 1.96 5.19 0.61 6.40 8.54
Vanguard Balanced Index Inv -1.07 1.94 5.18 -0.46 6.49 8.02
American Funds American Balanced R2 -1.03 1.93 5.17 0.59 6.40 8.54
Thrivent Balanced Income Plus S -0.83 1.92 6.15 -2.53 5.61 6.57
American Funds American Balanced C -1.03 1.92 5.16 0.56 6.35 8.49
American Funds College 2027 529E -1.18 1.91 4.74 -2.37 5.02 ---
Sextant Core -0.61 1.89 6.29 -4.16 2.64 3.55
American Funds American Balanced 529C -1.02 1.89 5.16 0.51 6.28 8.41
American Funds American Balanced 529B -1.02 1.89 5.15 0.51 6.28 8.41
Value Line Asset Allocation Instl -0.60 1.88 5.53 --- --- ---
JHancock Lifestyle II Balanced R6 -1.44 1.85 5.94 -3.54 --- ---
JHancock Lifestyle II Balanced 1 -1.44 1.84 5.93 -3.57 --- ---
Great-West SecureFoundation® Bal Instl -1.57 1.84 5.13 -2.10 --- ---
Invesco Moderate Allocation R -1.32 1.83 5.39 -5.44 1.67 4.37
Victory CEMP Multi-Asset Balanced A LW -1.21 1.82 3.90 -4.44 1.73 1.84
Victory CEMP Multi-Asset Balanced A -1.21 1.82 3.90 -4.44 1.73 1.84
Value Line Asset Allocation Investor -0.60 1.80 5.46 0.25 6.35 8.43
MainStay Balanced C -1.60 1.77 6.02 -3.23 4.93 6.75
MainStay Balanced B -1.57 1.77 6.05 -3.22 4.94 6.75
Calvert Balanced I -1.41 1.75 5.40 -4.04 5.92 7.44
American Funds College 2027 529C -1.19 1.75 4.58 -2.79 4.48 ---
DFA Global Allocation 60/40 I -1.73 1.74 5.64 -3.97 3.68 5.18
Great-West SecureFoundation® Bal G -1.52 1.73 5.11 -2.54 4.68 6.29
American Funds College 2027 529B -1.18 1.73 4.63 -2.85 4.50 ---
Thrivent Balanced Income Plus A LW -0.91 1.72 6.03 -2.92 5.21 6.11
Thrivent Balanced Income Plus A -0.91 1.72 6.03 -2.92 5.21 6.11
Invesco Moderate Allocation C -1.32 1.71 5.29 -5.88 1.17 3.85
Calvert Balanced Y -1.39 1.71 5.42 -4.19 5.65 ---
Dreyfus Balanced Opportunity Z -0.75 1.68 6.73 -1.62 5.98 7.08
Dreyfus Balanced Opportunity J -0.79 1.67 6.70 -1.58 6.05 7.23
Dreyfus Balanced Opportunity I -0.79 1.67 6.70 -1.57 6.07 7.26
Columbia Balanced Y -1.01 1.67 5.34 0.13 7.66 ---
VALIC Company II Moderate Gr Lifestyle -1.22 1.65 6.79 -3.81 4.17 6.13
Great-West SecureFoundation® Bal G1 -1.58 1.63 4.97 -2.67 4.55 6.17
Calvert Balanced A Load Waived -1.40 1.63 5.33 -4.36 5.45 6.95
Calvert Balanced A -1.40 1.63 5.33 -4.36 5.45 6.95
Invesco Moderate Allocation B -1.41 1.62 5.29 -5.95 1.17 3.85
Hartford Balanced HLS IA -1.31 1.62 5.17 -1.30 6.50 8.29
Dreyfus Balanced Opportunity A LW -0.79 1.62 6.65 -1.79 5.81 6.99
Dreyfus Balanced Opportunity A -0.79 1.62 6.65 -1.79 5.81 6.99
DFA Global Allocation 60/40 R2 -1.72 1.62 5.56 -4.23 3.45 4.92
Great-West SecureFoundation® Bal ETF A -1.56 1.61 5.50 -2.98 4.56 ---
Great-West SecureFoundation® Bal ET A LW -1.56 1.61 5.50 -2.98 4.56 ---
Columbia Balanced R5 -1.02 1.61 5.28 0.09 7.60 9.18
TETON Westwood Balanced I -1.21 1.59 4.18 -0.90 5.37 6.84
Madison Moderate Allocation A LW -1.09 1.59 4.32 -3.08 4.29 5.80
Madison Moderate Allocation A -1.09 1.59 4.32 -3.08 4.29 5.80
Columbia Balanced Z -1.05 1.59 5.26 -0.01 7.47 9.06
Schwab MarketTrack Balanced -1.71 1.58 5.30 -3.08 4.33 5.94
Columbia Balanced R4 -1.04 1.57 5.28 -0.01 7.48 ---
Victory CEMP Multi-Asset Balanced C -1.23 1.56 3.78 -5.06 0.97 1.17
Vanguard LifeStrategy Moderate Gr Inv -1.60 1.56 5.16 -2.81 4.86 6.10
JHancock Balanced R6 -1.11 1.56 6.15 -3.30 5.42 ---
Great-West SecureFoundation® Bal L -1.52 1.56 5.04 -2.79 4.43 6.05
Sentinel Balanced I -1.16 1.55 4.70 -1.01 5.58 7.38
TETON Westwood Balanced AAA -1.21 1.53 4.11 -1.16 5.10 6.58
Perkins Value Plus Income I -1.47 1.53 4.79 -3.08 4.06 6.24
Hartford Balanced HLS IB -1.33 1.52 5.10 -1.53 6.23 8.02
Columbia Balanced K -1.05 1.52 5.23 -0.17 7.31 8.89
Great-West Moderate Profile II Instl -1.26 1.51 6.20 -2.55 --- ---
Perkins Value Plus Income T -1.38 1.49 4.86 -3.09 3.96 6.12
JHancock Balanced R5 -1.17 1.49 6.06 -3.41 5.34 7.41
Fidelity Asset Manager® 50% -0.86 1.49 5.44 -3.22 4.41 5.45
Columbia Balanced A Load Waived -1.04 1.49 5.22 -0.27 7.21 8.79
Columbia Balanced A -1.04 1.49 5.22 -0.27 7.21 8.79
Transamerica Partners Instl Balanced -1.02 1.48 5.17 -0.53 6.54 8.41
Perkins Value Plus Income A Load Waived -1.39 1.48 4.86 -3.24 3.85 6.02
Perkins Value Plus Income A -1.39 1.48 4.86 -3.24 3.85 6.02
Lord Abbett Multi-Asset Balanced Opp R5 -1.24 1.48 7.33 --- --- ---
JHancock Balanced I -1.17 1.48 6.06 -3.47 5.29 7.36
Sentinel Balanced A Load Waived -1.20 1.47 4.66 -1.23 5.31 7.20
Sentinel Balanced A -1.20 1.47 4.66 -1.23 5.31 7.20
TETON Westwood Balanced A Load Waived -1.21 1.46 4.12 -1.32 4.84 6.31
TETON Westwood Balanced A -1.21 1.46 4.12 -1.32 4.84 6.31
Russell LifePoints Balanced Strategy R1 -1.69 1.46 5.63 -4.68 3.13 4.43
American Funds Balanced Portfolio R6 -1.36 1.46 5.39 -1.73 5.74 ---
Transamerica Multi-Managed Balanced R6 -1.06 1.45 5.12 --- --- ---
Russell LifePoints Balanced Strategy S -1.69 1.45 5.72 -4.74 3.02 4.30
Lord Abbett Multi-Asset Balanced Opp F -1.25 1.45 7.31 -7.71 2.99 5.21
Great-West Moderate Profile II Init -1.13 1.45 6.05 -2.76 4.72 6.08
American Funds Balanced Portfolio F2 -1.36 1.45 5.46 -1.75 5.67 ---
Nationwide Inv Dest Mod I -1.51 1.43 5.56 -3.62 3.78 5.51
Perkins Value Plus Income D -1.47 1.42 4.79 -3.13 3.99 6.14
Fidelity Advisor Asset Manager® 50% I -0.92 1.42 5.43 -3.27 4.37 5.39
Great-West Moderate Profile I Init -1.25 1.41 6.02 -2.96 4.54 5.91
Columbia Balanced R -1.07 1.41 5.16 -0.52 6.95 8.54
American Funds Balanced Portfolio R5E -1.37 1.41 5.35 --- --- ---
Nationwide Inv Dest Mod Instl Svc -1.51 1.40 5.54 -3.76 --- ---
Lord Abbett Multi-Asset Balanced Opp R4 -1.26 1.40 7.26 --- --- ---
Lord Abbett Multi-Asset Balanced Opp A -1.17 1.40 7.37 -7.83 2.84 5.06
Lord Abbett Multi-Asset Balanced Op A LW -1.17 1.40 7.37 -7.83 2.84 5.06
Lord Abbett Multi-Asset Balanced Opp R6 -1.24 1.39 7.34 --- --- ---
Lord Abbett Multi-Asset Balanced Opp I -1.24 1.39 7.34 -7.69 3.06 5.31
Transamerica Multi-Mgd Balanced I -1.06 1.38 5.09 -0.87 6.36 8.18
JHancock Balanced R4 -1.16 1.38 6.00 -3.61 5.12 7.17
American Funds Balanced Portfolio R5 -1.36 1.37 5.38 -1.78 5.69 ---
Perkins Value Plus Income S -1.47 1.36 4.73 -3.18 3.79 5.91
Fidelity Advisor Asset Manager® 50% A LW -0.92 1.36 5.38 -3.48 4.10 5.12
Fidelity Advisor Asset Manager® 50% A -0.92 1.36 5.38 -3.48 4.10 5.12
American Funds Balanced Portfolio 529F1 -1.36 1.35 5.36 -1.90 5.58 ---
Russell LifePoints Balanced Strategy A -1.71 1.34 5.66 -4.83 2.82 4.07
Russell LifePoints Balanced Strateg A LW -1.71 1.34 5.66 -4.83 2.82 4.07
JHancock Balanced A Load Waived -1.17 1.34 5.98 -3.72 4.95 7.00
JHancock Balanced A -1.17 1.34 5.98 -3.72 4.95 7.00
Great-West Moderate Profile II L -1.30 1.34 6.03 -3.14 4.44 ---
Thrivent Moderate Allocation S -1.30 1.33 5.92 -2.94 4.58 5.63
Hartford Balanced Y -1.51 1.33 5.31 -1.82 6.41 8.09
Hartford Balanced I -1.49 1.33 5.31 -1.91 --- ---
Russell LifePoints Balanced Strategy R4 -1.71 1.32 5.62 -4.89 2.87 4.16
Pax Balanced Institutional -0.98 1.32 5.38 -1.06 5.78 5.96
Madison Moderate Allocation B -1.10 1.32 4.15 -3.77 3.53 5.03
JHancock Balanced R2 -1.17 1.32 5.97 -3.80 4.96 ---
Hartford Balanced R5 -1.47 1.32 5.29 -1.89 6.34 8.03
American Funds Balanced Portfolio R4 -1.37 1.32 5.33 -2.05 5.40 ---
American Funds Balanced Portfolio F1 -1.37 1.32 5.33 -2.00 5.40 ---
American Funds Balanced Portfolio A LW -1.37 1.32 5.33 -1.95 5.46 ---
American Funds Balanced Portfolio A -1.37 1.32 5.33 -1.95 5.46 ---
Madison Moderate Allocation C -1.10 1.31 4.25 -3.77 3.53 5.03
Calvert Balanced C -1.51 1.31 5.11 -5.15 4.62 6.09
American Beacon Balanced Instl -2.63 1.31 5.82 -5.76 4.63 7.61
Transamerica Partners Balanced -1.06 1.30 5.04 -0.93 6.16 8.01
Fidelity Income Replacement 2028 -0.82 1.30 5.09 -2.38 4.46 5.64
Fidelity Advisor Income Repl 2028 I -0.82 1.30 5.09 -2.38 4.46 5.64
Russell LifePoints Balanced Strategy E -1.79 1.29 5.58 -4.97 2.74 4.02
JHancock Balanced R3 -1.17 1.29 5.97 -3.94 4.72 6.77
American Beacon Balanced Y -2.64 1.28 5.80 -5.84 4.53 7.51
Lord Abbett Multi-Asset Balanced Opp R2 -1.27 1.26 7.24 -8.20 2.45 4.68
Dreyfus Balanced Opportunity C -0.89 1.26 6.42 -2.56 5.00 6.18
Thrivent Moderate Allocation A LW -1.31 1.25 5.85 -3.30 4.24 5.28
Thrivent Moderate Allocation A -1.31 1.25 5.85 -3.30 4.24 5.28
Russell LifePoints Balanced Strategy R5 -1.71 1.25 5.55 -5.14 2.61 3.92
Transamerica Multi-Mgd Balanced A LW -1.10 1.24 5.01 -1.18 6.04 7.78
Transamerica Multi-Mgd Balanced A -1.10 1.24 5.01 -1.18 6.04 7.78
Lord Abbett Multi-Asset Balanced Opp P -1.28 1.24 7.25 -8.05 2.61 4.84
VY® Invesco Equity and Income I -1.36 1.23 8.00 -3.43 5.62 7.61
Nationwide Inv Dest Mod A Load Waived -1.70 1.23 5.34 -4.08 3.36 5.14
Nationwide Inv Dest Mod A -1.70 1.23 5.34 -4.08 3.36 5.14
Lord Abbett Multi-Asset Balanced Opp R3 -1.28 1.23 7.22 -8.07 2.57 4.79
American Funds Balanced Portfolio 529A -1.44 1.23 5.24 -2.12 5.35 ---
American Funds Balanced Portfolio 529 LW -1.44 1.23 5.24 -2.12 5.35 ---
Perkins Value Plus Income C -1.45 1.22 4.65 -3.92 3.10 5.32
Nationwide Inv Dest Mod Svc -1.61 1.22 5.35 -4.03 3.32 5.08
Hartford Balanced R4 -1.52 1.21 5.23 -2.16 6.03 7.70
Fidelity Income Replacement 2030 -0.88 1.21 5.30 -2.61 4.56 5.78
Fidelity Advisor Income Repl 2030 I -0.88 1.21 5.28 -2.62 4.56 5.78
Dodge & Cox Balanced -2.14 1.21 7.31 -4.39 6.45 8.68
JHancock Balanced R1 -1.22 1.20 5.87 -4.09 4.60 6.67
Fidelity Advisor Income Repl 2028 A LW -0.82 1.20 5.04 -2.63 4.20 5.37
Fidelity Advisor Income Repl 2028 A -0.82 1.20 5.04 -2.63 4.20 5.37
Columbia Balanced C -1.10 1.20 5.02 -0.99 6.42 7.98
Columbia Balanced B -1.10 1.20 5.02 -1.02 6.41 7.97
American Century Balanced Instl -1.28 1.20 4.64 -3.14 5.21 7.59
Pax Balanced Individual Investor -0.99 1.19 5.31 -1.34 5.51 5.69
Nationwide Inv Dest Mod R -1.64 1.19 5.40 -4.25 3.09 4.83
Voya Retirement Moderate Growth Port I -1.83 1.18 5.41 -3.99 4.23 5.95
Vantagepoint Model Port Tradtnl Gr TM -1.53 1.18 5.79 -4.51 4.05 ---
American Funds Balanced Portfolio R3 -1.37 1.18 5.28 -2.36 5.06 ---
American Funds Balanced Portfolio 529E -1.44 1.18 5.19 -2.35 5.06 ---
American Beacon Balanced Inv -2.66 1.18 5.74 -6.05 4.29 7.26
Sentinel Balanced C -1.25 1.17 4.45 -1.98 4.52 6.36
Nuveen Strategy Balanced Allc I -0.91 1.17 5.85 -3.88 3.87 5.52
Cavanal Hill Active Core Institutional -1.61 1.17 3.69 -2.42 5.12 6.38
Fidelity Advisor Asset Manager® 50% T -0.98 1.16 5.25 -3.82 3.81 4.85
American Funds Balanced Portfolio R2E -1.44 1.16 5.26 -2.07 --- ---
TETON Westwood Balanced C -1.36 1.15 3.95 -1.89 4.31 5.79
Hartford Balanced A Load Waived -1.53 1.15 5.17 -2.25 5.96 7.63
Hartford Balanced A -1.53 1.15 5.17 -2.25 5.96 7.63
Dreyfus Moderate Allocation -1.25 1.15 5.26 -3.68 3.42 4.71
American Beacon Balanced A Load Waived -2.66 1.15 5.72 -6.12 4.18 7.11
American Beacon Balanced A -2.66 1.15 5.72 -6.12 4.18 7.11
TIAA-CREF Managed Allc Inst -1.22 1.13 5.93 -3.37 4.83 6.68
Fidelity Income Replacement 2032 -0.94 1.13 5.44 -2.81 4.68 5.90
Fidelity Advisor Income Repl 2032 I -0.94 1.13 5.44 -2.81 4.68 5.90
VY® Invesco Equity and Income S -1.40 1.12 7.91 -3.68 5.35 7.34
Prudential Balanced Z -1.90 1.12 4.86 -0.92 6.62 8.21
JHancock Balanced B -1.23 1.12 5.82 -4.37 4.23 6.26
Cavanal Hill Active Core Investor -1.61 1.12 3.64 -2.40 4.97 6.17
Cavanal Hill Active Core A Load Waived -1.54 1.12 3.65 -2.65 4.89 6.11
Cavanal Hill Active Core A -1.54 1.12 3.65 -2.65 4.89 6.11
American Beacon Balanced Adv -2.67 1.12 5.69 -6.22 4.12 7.08
Nuveen Strategy Balanced Allc A LW -0.91 1.11 5.89 -4.11 3.61 5.26
Nuveen Strategy Balanced Allc A -0.91 1.11 5.89 -4.11 3.61 5.26
Hartford Balanced R3 -1.52 1.10 5.13 -2.44 5.71 7.38
Fidelity Advisor Income Repl 2030 A LW -0.90 1.10 5.23 -2.86 4.30 5.51
Fidelity Advisor Income Repl 2030 A -0.90 1.10 5.23 -2.86 4.30 5.51
American Century Strat Allc: Mod R6 -1.23 1.10 6.11 -4.28 --- ---
American Century Balanced Inv -1.29 1.10 4.60 -3.34 5.01 7.37
Fidelity Advisor Income Repl 2028 T -0.86 1.09 4.96 -2.88 3.94 5.11
SunAmerica Focused Balanced Strategy A -2.23 1.08 5.20 -5.30 3.82 4.86
SunAmerica Focused Balanced Strateg A LW -2.23 1.08 5.20 -5.30 3.82 4.86
VY® Invesco Equity and Income S2 -1.42 1.06 7.89 -3.81 5.21 7.19
Principal SAM Balanced Inst -1.03 1.06 5.48 -3.44 4.70 6.51
Lord Abbett Multi-Asset Balanced Opp C -1.33 1.06 7.12 -8.55 2.05 4.28
JHancock Balanced C -1.23 1.06 5.81 -4.41 4.22 6.25
Invesco Equity and Income R6 -1.33 1.06 7.90 -3.54 5.86 ---
Fidelity Income Replacement 2034 -0.96 1.06 5.57 -2.98 4.73 5.98
Fidelity Advisor Income Repl 2034 I -0.98 1.06 5.57 -2.98 4.73 5.97
Vantagepoint Model Port Tradtnl Gr Inv M -1.53 1.05 5.75 -4.74 3.78 5.36
Pax Balanced Retirement -1.07 1.05 5.23 -1.57 5.26 5.43
Russell LifePoints Balanced Strategy C -1.83 1.04 5.41 -5.57 2.05 3.28
Lord Abbett Multi-Asset Balanced Opp B -1.32 1.04 7.17 -8.54 2.06 4.26
Fidelity Asset Manager® 60% -1.11 1.04 6.06 -4.35 4.77 5.84
Fidelity Advisor Asset Manager® 60% I -1.11 1.04 6.05 -4.30 4.73 5.79
Alger Balanced I-2 -1.29 1.04 4.83 -0.56 6.08 6.04
TIAA-CREF Lifestyle Moderate Premier -1.13 1.03 6.08 -3.68 4.63 ---
Invesco Equity and Income R5 -1.33 1.03 7.87 -3.63 5.77 7.85
George Putnam Balanced R6 -1.01 1.03 5.68 -3.10 --- ---
American Funds Balanced Portfolio C -1.45 1.02 5.12 -2.77 4.62 ---
Prudential Balanced A Load Waived -1.92 1.01 4.77 -1.28 6.31 7.87
Prudential Balanced A -1.92 1.01 4.77 -1.28 6.31 7.87
Principal SAM Balanced P -1.03 1.01 5.44 --- --- ---
Invesco Equity and Income Y -1.33 1.01 7.85 -3.70 5.72 7.78
Fidelity Advisor Income Repl 2032 A LW -0.96 1.01 5.35 -3.06 4.42 5.63
Fidelity Advisor Income Repl 2032 A -0.96 1.01 5.35 -3.06 4.42 5.63
American Funds Balanced Portfolio R2 -1.45 1.01 5.12 -2.81 4.57 ---
American Funds Balanced Portfolio R1 -1.45 1.01 5.11 -2.75 4.59 ---
VY® Invesco Equity and Income A -1.41 1.00 7.85 -3.92 5.09 7.08
Principal SAM Balanced R5 -1.03 1.00 5.42 -3.63 4.46 6.25
George Putnam Balanced Y -1.01 1.00 5.65 -3.21 5.88 7.62
George Putnam Balanced R5 -1.01 1.00 5.66 -3.20 --- ---
Fidelity Advisor Income Repl 2030 T -0.92 1.00 5.15 -3.10 4.04 5.25
Fidelity Income Replacement 2036 -1.01 0.99 5.66 -3.13 4.80 6.07
Fidelity Advisor Income Repl 2036 I -1.03 0.99 5.66 -3.11 4.84 6.09
Fidelity Advisor Asset Manager® 50% C -0.99 0.99 5.16 -4.29 3.29 4.33
Eaton Vance Balanced I -1.44 0.99 4.30 -0.74 7.76 ---
TIAA-CREF Managed Allc R -1.22 0.98 5.97 -3.54 4.58 6.42
TIAA-CREF Managed Allc Retail -1.30 0.97 5.85 -3.61 4.56 6.43
TIAA-CREF Lifestyle Moderate Instl -1.21 0.97 6.02 -3.62 4.76 ---
Prudential Balanced R -1.92 0.97 4.73 -1.38 6.11 7.66
Nationwide Inv Dest Mod C -1.63 0.97 5.26 -4.75 2.66 4.41
American Funds Balanced Portfolio B -1.44 0.97 5.06 -2.83 4.60 ---
Transamerica Multi-Mgd Balanced C -1.16 0.96 4.83 -1.88 5.33 7.10
Principal SAM Balanced J -1.05 0.96 5.38 -3.64 4.42 6.20
Fidelity Advisor Income Repl 2034 A LW -1.00 0.96 5.51 -3.23 4.47 5.71
Fidelity Advisor Income Repl 2034 A -1.00 0.96 5.51 -3.23 4.47 5.71
Fidelity Advisor Asset Manager® 50% B -1.04 0.96 5.10 -4.26 3.30 4.33
Invesco Equity and Income A Load Waived -1.33 0.95 7.91 -3.94 5.46 7.51
Invesco Equity and Income A -1.33 0.95 7.91 -3.94 5.46 7.51
Fidelity Advisor Asset Manager® 60% A LW -1.21 0.95 5.98 -4.60 4.45 5.51
Fidelity Advisor Asset Manager® 60% A -1.21 0.95 5.98 -4.60 4.45 5.51
American Funds Balanced Portfolio 529B -1.44 0.95 5.12 -2.85 4.51 ---
Voya Retirement Moderate Growth Port A -1.90 0.94 5.23 -4.41 3.80 5.53
TIAA-CREF Lifestyle Moderate Advisor -1.21 0.94 5.98 --- --- ---
QS Conservative Growth I -1.72 0.94 5.34 -3.54 --- ---
Hartford Balanced C -1.58 0.94 5.01 -2.88 5.24 6.88
American Century Strat Allc: Mod Inv -1.23 0.94 5.93 -4.55 4.09 6.00
American Century Strat Allc: Mod Instl -1.38 0.94 5.93 -4.39 4.30 6.17
Praxis Genesis Balanced A Load Waived -1.56 0.93 4.85 -3.80 3.89 5.09
Praxis Genesis Balanced A -1.56 0.93 4.85 -3.80 3.89 5.09
Fidelity Advisor Income Repl 2038 I -1.04 0.93 5.77 -3.31 4.88 6.16
American Century One Choice Mod Inv -1.35 0.93 5.84 -4.50 4.39 6.28
Fidelity Advisor Income Repl 2032 T -0.98 0.92 5.30 -3.31 4.15 5.36
Even Keel Multi-Asset Managed Risk I -1.88 0.92 3.30 -6.85 1.07 ---
TIAA-CREF Lifestyle Moderate Retail -1.21 0.91 6.05 -3.81 4.48 ---
JHancock Lifestyle Balanced R5 -1.24 0.91 6.49 -4.92 3.78 5.32
JHancock Lifestyle Balanced 1 -1.24 0.91 6.53 -4.85 3.83 5.37
Fidelity Income Replacement 2038 -1.04 0.91 5.77 -3.31 4.88 6.16
Fidelity Advisor Income Repl 2028 C -0.88 0.91 4.84 -3.35 3.43 4.59
American Funds Balanced Portfolio 529C -1.45 0.91 5.09 -2.89 4.52 ---
Principal SAM Balanced R4 -1.03 0.89 5.39 -3.76 4.31 6.11
Principal SAM Balanced A Load Waived -1.08 0.89 5.39 -3.78 4.36 6.13
Principal SAM Balanced A -1.08 0.89 5.39 -3.78 4.36 6.13
George Putnam Balanced A Load Waived -1.07 0.88 5.54 -3.47 5.60 7.36
George Putnam Balanced A -1.07 0.88 5.54 -3.47 5.60 7.36
Fidelity Advisor Income Repl 2036 A LW -1.05 0.88 5.58 -3.39 4.54 5.80
Fidelity Advisor Income Repl 2036 A -1.05 0.88 5.58 -3.39 4.54 5.80
Transamerica Multi-Mgd Balanced B -1.19 0.86 4.77 -2.10 5.06 6.82
Principal SAM Balanced R3 -1.03 0.86 5.36 -3.92 4.13 5.92
JHancock Lifestyle Balanced R6 -1.24 0.86 6.46 -4.87 3.84 ---
JHancock Lifestyle Balanced R4 -1.24 0.86 6.45 -5.05 3.59 5.10
JHancock Lifestyle Balanced 5 -1.24 0.86 6.46 -4.87 3.85 5.43
Hartford Balanced B -1.59 0.86 5.00 -3.02 5.05 6.72
Fidelity Advisor Income Repl 2034 T -1.01 0.86 5.44 -3.46 4.21 5.44
Fidelity Advisor Asset Manager® 60% T -1.21 0.86 5.79 -4.85 4.15 5.24
American Beacon Balanced C -2.72 0.86 5.53 -6.83 3.40 6.33
Nuveen Strategy Balanced Allc R3 -1.02 0.85 5.67 -4.43 3.32 4.98
TIAA-CREF Lifestyle Moderate Retirement -1.21 0.84 5.97 -3.85 4.49 ---
SunAmerica Focused Balanced Strategy C -2.24 0.84 5.05 -5.89 3.16 4.19
Fidelity Income Replacement 2040 -1.09 0.84 5.88 -3.49 4.98 6.31
Fidelity Advisor Income Repl 2040 I -1.09 0.84 5.88 -3.49 4.98 6.30
SunAmerica Focused Balanced Strategy B -2.25 0.83 5.13 -5.88 3.12 4.17
JHancock Lifestyle Balanced I -1.24 0.83 6.44 -4.98 --- ---
George Putnam Balanced R -1.08 0.83 5.57 -3.67 5.34 7.08
Fidelity Advisor Income Repl 2038 A LW -1.06 0.82 5.71 -3.55 4.61 5.90
Fidelity Advisor Income Repl 2038 A -1.06 0.82 5.71 -3.55 4.61 5.90
Voya Balanced Port I -1.42 0.81 5.53 -4.98 4.29 5.79
T. Rowe Price Personal Strat Bal -1.45 0.81 5.61 -3.81 5.10 6.81
Eaton Vance Balanced A Load Waived -1.44 0.81 4.12 -0.98 7.50 8.34
Eaton Vance Balanced A -1.44 0.81 4.12 -0.98 7.50 8.34
Cavanal Hill Active Core C -1.61 0.81 3.50 -3.30 --- ---
QS Conservative Growth A Load Waived -1.79 0.80 5.27 -3.75 3.31 5.34
QS Conservative Growth A -1.79 0.80 5.27 -3.75 3.31 5.34
Hartford Checks and Balances R5 -1.54 0.79 6.01 -2.81 6.12 7.72
Fidelity Advisor Income Repl 2030 C -0.96 0.79 5.01 -3.60 3.52 4.72
American Century Strat Allc: Mod A LW -1.39 0.79 5.79 -4.89 3.80 5.68
American Century Strat Allc: Mod A -1.39 0.79 5.79 -4.89 3.80 5.68
SEI Aggressive Strategy A (SAAT) -2.30 0.78 6.06 -8.22 3.04 5.53
MassMutual RetireSMART Moderate R5 -1.42 0.78 5.48 -4.90 3.03 ---
MassMutual RetireSMART Mod I -1.42 0.78 5.48 -4.82 --- ---
Invesco Equity and Income R -1.42 0.78 7.69 -4.26 5.18 7.22
Fidelity Advisor® Balanced Z -1.12 0.78 6.41 -3.00 --- ---
Fidelity Advisor Income Repl 2036 T -1.05 0.78 5.52 -3.62 4.28 5.54
Fidelity Income Replacement 2042 -1.13 0.77 6.02 -3.69 5.10 6.49
Fidelity Advisor Income Repl 2042 I -1.13 0.77 6.02 -3.69 5.10 6.49
Fidelity® Balanced K -1.02 0.76 6.43 -2.98 7.20 8.33
Prudential Balanced C -1.98 0.75 4.62 -1.90 5.58 7.14
Prudential Balanced B -1.98 0.75 4.62 -1.90 5.56 7.13
Principal SAM Balanced R2 -1.10 0.75 5.26 -4.16 3.93 5.71
Osterweis Strategic Investment -0.44 0.75 6.80 -10.11 3.04 6.45
JHancock Lifestyle Balanced A LW -1.30 0.75 6.40 -5.24 3.42 4.95
JHancock Lifestyle Balanced A -1.30 0.75 6.40 -5.24 3.42 4.95
Voya Balanced Port S -1.44 0.74 5.48 -5.22 4.03 5.52
SEI Aggressive Strategy I (SAAT) -2.27 0.74 6.07 -8.44 2.79 5.26
Fidelity Advisor Income Repl 2040 A LW -1.11 0.74 5.81 -3.72 4.72 6.05
Fidelity Advisor Income Repl 2040 A -1.11 0.74 5.81 -3.72 4.72 6.05
Even Keel Multi-Asset Managed Risk F -1.97 0.74 3.11 -7.25 --- ---
American Century One Choice Mod R -1.42 0.74 5.72 -4.98 --- ---
Vanguard STAR Inv -1.84 0.73 5.96 -3.65 5.33 7.01
Nuveen Strategy Balanced Allc C -1.02 0.73 5.57 -4.85 2.83 4.45
JHancock Lifestyle Balanced R2 -1.24 0.73 6.33 -5.36 3.29 ---
Fidelity® Balanced -1.02 0.73 6.45 -3.07 7.09 8.21
Fidelity Advisor® Balanced I -1.12 0.73 6.42 -3.14 7.00 8.08
JPMorgan Investor Balanced Select -1.39 0.72 4.95 -3.00 4.31 5.70
Fidelity Advisor Income Repl 2032 C -1.02 0.72 5.18 -3.79 3.63 4.84
Transamerica Asset Allc Mod Gr I -1.54 0.71 6.33 -4.10 4.99 5.99
Principal SAM Balanced R1 -1.10 0.71 5.28 -4.25 3.80 5.59
Fidelity Advisor Income Repl 2038 T -1.10 0.70 5.63 -3.79 4.35 5.63
USAA Cornerstone Moderate -1.28 0.69 4.54 -6.40 1.69 3.07
PNC Balanced Allocation T -1.47 0.68 4.47 -2.49 --- ---
Hartford Checks and Balances I -1.54 0.68 6.00 -2.83 6.10 7.71
QS Conservative Growth R -1.79 0.67 5.14 -4.10 --- ---
MassMutual RetireSMART Moderate Svc -1.52 0.67 5.34 -4.99 2.92 ---
MassMutual RetireSMART Moderate Admin -1.41 0.67 5.47 -5.03 2.84 ---
MassMutual RetireSMART Mod R4 -1.53 0.67 5.36 -5.23 --- ---
JHancock Lifestyle Balanced R1 -1.24 0.67 6.34 -5.54 3.03 4.58
Invesco Equity and Income C -1.35 0.67 7.73 -4.59 4.68 6.71
Invesco Equity and Income B -1.36 0.67 7.78 -4.61 4.70 6.88
Hennessy Equity and Income Institutional -1.14 0.67 4.29 -3.31 4.76 7.57
Fidelity Advisor Asset Manager® 60% C -1.23 0.67 5.75 -5.36 3.66 4.70
Fidelity Advisor Income Repl 2042 A LW -1.15 0.66 5.96 -3.93 4.84 6.22
Fidelity Advisor Income Repl 2042 A -1.15 0.66 5.96 -3.93 4.84 6.22
Fidelity Advisor Income Repl 2034 C -1.06 0.66 5.29 -3.95 3.69 4.92
Fidelity Advisor Asset Manager® 60% B -1.20 0.66 5.75 -5.30 3.63 4.70
Eaton Vance Balanced C -1.55 0.66 3.95 -1.74 6.73 7.56
George Putnam Balanced M -1.15 0.64 5.42 -3.95 5.06 6.82
Fidelity Advisor® Balanced A LW -1.08 0.64 6.36 -3.32 6.73 7.81
Fidelity Advisor® Balanced A -1.08 0.64 6.36 -3.32 6.73 7.81
Fidelity Advisor Income Repl 2040 T -1.13 0.64 5.74 -3.97 4.45 5.78
Even Keel Multi-Asset Managed Risk A LW -1.97 0.64 3.11 -7.21 --- ---
Even Keel Multi-Asset Managed Risk A -1.97 0.64 3.11 -7.21 --- ---
Transamerica Asset Allc Mod Gr A LW -1.54 0.63 6.32 -4.27 4.72 5.67
Transamerica Asset Allc Mod Gr A -1.54 0.63 6.32 -4.27 4.72 5.67
Hartford Checks and Balances A LW -1.64 0.63 5.84 -3.17 5.83 7.43
Hartford Checks and Balances A -1.64 0.63 5.84 -3.17 5.83 7.43
Eaton Vance Balanced B -1.44 0.63 4.05 -1.65 6.73 7.57
American Century Strat Allc: Mod R -1.39 0.63 5.64 -5.18 3.56 5.42
American Century Strat Allc: Mod C -1.40 0.63 5.65 -5.42 3.08 4.93
JHancock Lifestyle Balanced R3 -1.31 0.62 6.28 -5.50 3.15 4.69
Hartford Checks and Balances R4 -1.55 0.62 5.96 -3.14 5.78 7.39
George Putnam Balanced B -1.08 0.62 5.40 -4.14 4.82 6.56
RiverFront Moderate Growth & Income I -1.17 0.61 5.12 -4.53 3.53 4.87
PNC Balanced Allocation I -1.48 0.61 4.42 -3.30 4.42 6.29
AB Balance Wealth Strategy I -1.56 0.61 5.40 -5.62 3.45 4.51
Timothy Plan Strategic Growth A LW -1.29 0.60 5.65 -7.78 1.68 3.07
Timothy Plan Strategic Growth A -1.29 0.60 5.65 -7.78 1.68 3.07
Roumell Opportunistic Value A LW -0.74 0.60 6.47 -18.18 -8.83 -4.00
Roumell Opportunistic Value A -0.74 0.60 6.47 -18.18 -8.83 -4.00
AB Balance Wealth Strategy Advisor -1.55 0.60 5.47 -5.58 3.49 4.53
Roumell Opportunistic Value Instl -0.87 0.59 6.56 -18.02 -8.69 -3.80
JPMorgan Investor Balanced A LW -1.39 0.59 4.89 -3.27 4.04 5.43
JPMorgan Investor Balanced A -1.39 0.59 4.89 -3.27 4.04 5.43
Principal SAM Balanced C -1.17 0.58 5.21 -4.46 3.59 5.35
Fidelity Advisor® Balanced T -1.12 0.58 6.30 -3.54 6.48 7.57
Fidelity Advisor Income Repl 2042 T -1.17 0.58 5.89 -4.17 4.58 5.96
RiverFront Moderate Growth & Income A LW -1.17 0.57 5.17 -4.67 3.28 4.62
RiverFront Moderate Growth & Income A -1.17 0.57 5.17 -4.67 3.28 4.62
QS Conservative Growth C -1.80 0.57 5.10 -4.45 2.58 4.59
George Putnam Balanced C -1.08 0.57 5.39 -4.14 4.84 6.56
Fidelity Advisor Income Repl 2036 C -1.09 0.57 5.39 -4.11 3.76 5.01
T. Rowe Price Balanced I -1.47 0.56 5.42 --- --- ---
MassMutual RetireSMART Mod R3 -1.53 0.56 5.37 -5.39 --- ---
MassMutual Premier Balanced I -2.20 0.56 4.91 -3.63 --- ---
HSBC World Selection Balanced Strat A LW -2.63 0.56 6.54 -7.97 1.89 3.82
HSBC World Selection Balanced Strat A -2.63 0.56 6.54 -7.97 1.89 3.82
BMO Balanced Allocation R6 -1.54 0.56 5.90 -5.44 --- ---
BMO Balanced Allocation I -1.54 0.56 5.90 -5.59 --- ---
BlackRock 40/60 Target Allocation Instl -0.83 0.56 3.37 -3.23 5.52 6.74
State Farm Equity & Bond R3 -1.36 0.55 3.52 -1.60 6.62 7.83
State Farm Equity & Bond Instl -1.35 0.55 3.58 -1.53 6.72 7.88
State Farm Equity & Bond A Load Waived -1.35 0.55 3.58 -1.75 6.45 7.65
State Farm Equity & Bond A -1.35 0.55 3.58 -1.75 6.45 7.65
MassMutual RetireSMART Moderate A LW -1.52 0.55 5.34 -5.32 2.57 ---
MassMutual RetireSMART Moderate A -1.52 0.55 5.34 -5.32 2.57 ---
Hartford Checks and Balances R3 -1.55 0.55 5.89 -3.42 5.45 7.07
PNC Balanced Allocation A Load Waived -1.48 0.54 4.35 -3.55 4.15 6.03
PNC Balanced Allocation A -1.48 0.54 4.35 -3.55 4.15 6.03
Pacific Funds Port Optim Mod Adv -1.51 0.54 6.20 -4.26 3.12 ---
Nuveen Strategy Growth Allocation A LW -1.63 0.53 6.92 -5.92 3.92 5.71
Nuveen Strategy Growth Allocation A -1.63 0.53 6.92 -5.92 3.92 5.71
Highland Total Return Y -1.41 0.53 8.46 -2.93 3.79 4.78
Hennessy Equity and Income Investor -1.14 0.53 4.22 -3.64 4.44 7.27
Fidelity Advisor Income Repl 2038 C -1.12 0.53 5.52 -4.26 3.84 5.10
AB Balance Wealth Strategy A LW -1.49 0.53 5.41 -5.79 3.22 4.25
AB Balance Wealth Strategy A -1.49 0.53 5.41 -5.79 3.22 4.25
Nuveen Strategy Growth Allocation I -1.71 0.52 6.88 -5.72 4.17 5.96
Voya Solution Balanced Port I -1.31 0.51 5.74 -4.16 4.69 5.88
T. Rowe Price Balanced -1.47 0.51 5.37 -3.92 5.48 7.11
JHancock Lifestyle Balanced C -1.30 0.51 6.22 -5.87 2.70 4.21
Wells Fargo Growth Balanced Admin -1.37 0.49 5.78 -3.29 6.37 7.71
Voya Strategic Allocation Mod Port I -1.37 0.49 5.39 -4.48 4.68 6.16
Sterling Capital Strategic Allc Bal I -1.51 0.49 5.23 -5.15 4.10 4.75
SEI Aggressive Strategy D (SAAT) -2.31 0.49 5.87 -8.93 2.24 4.70
Transamerica Asset Allc Mod Gr R -1.62 0.47 6.09 -4.61 4.43 5.45
MassMutual Premier Balanced R5 -2.20 0.47 4.80 -3.76 4.87 6.91
MassMutual Premier Balanced Adm -2.19 0.47 4.79 -3.91 4.63 6.63
State Farm Equity & Bond R2 -1.36 0.46 3.53 -1.90 6.33 7.49
Pacific Funds Port Optim Mod A LW -1.52 0.46 6.12 -4.44 2.89 4.82
Pacific Funds Port Optim Mod A -1.52 0.46 6.12 -4.44 2.89 4.82
Even Keel Multi-Asset Managed Risk C -1.98 0.46 2.93 -7.79 --- ---
Columbia Capital Allocation Mod Agrsv Y -1.45 0.46 6.27 -3.88 --- ---
AB Balance Wealth Strategy K -1.57 0.46 5.35 -5.90 3.11 4.17
State Farm Equity & Bond Premier LW -1.33 0.45 3.55 -1.76 6.47 7.64
State Farm Equity & Bond Premier -1.33 0.45 3.55 -1.76 6.47 7.64
Nuveen Strategy Growth Allocation R3 -1.66 0.45 6.82 -6.11 3.68 5.43
MassMutual Premier Balanced Svc -2.19 0.45 4.88 -3.84 4.76 6.77
Fidelity Advisor Income Repl 2040 C -1.16 0.45 5.62 -4.43 3.94 5.25
BMO Balanced Allocation Y -1.54 0.45 5.78 -5.77 --- ---
JHancock Lifestyle Balanced B -1.30 0.44 6.15 -5.94 2.68 4.18
Highland Total Return A Load Waived -1.43 0.44 8.38 -3.14 3.53 4.52
Highland Total Return A -1.43 0.44 8.38 -3.14 3.53 4.52
GE Instl Strategic Investment Inv -1.63 0.44 5.32 -5.12 3.93 5.36
Columbia Capital Allocation Mod Agrsv R5 -1.51 0.44 6.23 -3.91 5.07 ---
Voya Solution Balanced Port S -1.34 0.42 5.64 -4.42 4.43 5.61
1919 Socially Responsive Balanced I -1.71 0.42 4.70 -3.70 5.07 6.49
Columbia Capital Allocation Mod Agrsv Z -1.52 0.41 6.16 -3.97 4.95 6.30
Columbia Capital Allocation Mod Agrsv R4 -1.42 0.41 6.29 -3.93 4.98 ---
Pacific Financial Dynamic Allc Instl -1.08 0.40 4.34 --- --- ---
Elfun Diversified -1.57 0.40 5.34 -5.20 3.91 5.32
Voya Strategic Allocation Mod Port S -1.41 0.39 5.31 -4.74 4.39 5.89
Pacific Funds Port Optim Mod R -1.59 0.39 6.05 -4.72 2.63 4.57
MassMutual Premier Balanced R4 -2.26 0.39 4.74 -4.09 --- ---
JPMorgan Investor Balanced C -1.41 0.39 4.75 -3.81 3.51 4.89
Wells Fargo Growth Balanced A LW -1.40 0.38 5.67 -3.53 6.10 7.44
Wells Fargo Growth Balanced A -1.40 0.38 5.67 -3.53 6.10 7.44
Fidelity Advisor Income Repl 2042 C -1.21 0.38 5.76 -4.65 4.06 5.43
BlackRock 40/60 Target Allocation Inv A -0.84 0.38 3.29 -3.50 5.16 6.36
BlackRock 40/60 Target Allocation I A LW -0.84 0.38 3.29 -3.50 5.16 6.36
AB Balance Wealth Strategy R -1.57 0.38 5.27 -6.18 2.82 3.86
Fidelity Advisor® Balanced C -1.20 0.37 6.17 -4.08 5.92 6.99
State Farm Equity & Bond B Legacy -1.33 0.36 3.45 -2.16 6.04 7.22
GE Instl Strategic Investment Svc -1.64 0.35 5.27 -5.33 3.67 5.08
Fidelity Advisor® Balanced B -1.13 0.35 6.16 -4.13 5.85 6.92
Delaware Foundation Moderate Allc I -1.28 0.35 4.61 -4.90 3.27 4.83
Sterling Capital Strategic Allc Bal A LW -1.52 0.34 5.10 -5.34 3.80 4.48
Sterling Capital Strategic Allc Bal A -1.52 0.34 5.10 -5.34 3.80 4.48
Hartford Checks and Balances C -1.65 0.34 5.81 -3.82 5.05 6.64
BMO Balanced Allocation R3 -1.54 0.34 5.79 -6.04 --- ---
1919 Socially Responsive Balanced A LW -1.77 0.34 4.67 -3.94 4.80 6.21
1919 Socially Responsive Balanced A -1.77 0.34 4.67 -3.94 4.80 6.21
Voya Solution Balanced Port S2 -1.35 0.32 5.65 -4.58 4.29 5.44
Voya Solution Balanced Port A -1.36 0.32 5.61 -4.56 4.20 5.34
USAA Target Managed Allocation -1.15 0.32 3.15 --- --- ---
Transamerica Asset Allc Mod Gr C -1.70 0.32 6.00 -5.06 3.95 4.94
SA Worldwide Moderate Growth -2.81 0.32 6.26 --- --- ---
Oakmark Equity & Income I -2.15 0.32 5.25 -7.29 5.18 5.98
VALIC Company I Asset Allocation -2.02 0.31 5.83 -4.77 3.95 6.09
Delaware Foundation Moderate Allc A LW -1.37 0.30 4.56 -5.13 3.02 4.58
Delaware Foundation Moderate Allc A -1.37 0.30 4.56 -5.13 3.02 4.58
MassMutual Premier Balanced R3 -2.26 0.29 4.75 -4.30 --- ---
MassMutual Premier Balanced A LW -2.25 0.29 4.71 -4.24 4.37 6.36
MassMutual Premier Balanced A -2.25 0.29 4.71 -4.24 4.37 6.36
Columbia Capital Allocation Mod Agrsv K -1.52 0.29 6.13 -4.11 4.78 ---
State Farm Equity & Bond R1 -1.46 0.28 3.44 -2.09 6.08 7.29
RiverFront Moderate Growth & Income C -1.27 0.28 4.90 -5.36 2.53 3.85
New Covenant Balanced Growth -1.51 0.28 4.13 -3.75 4.77 5.91
HSBC World Selection Balanced Strat C -2.62 0.28 6.42 -8.60 1.15 3.05
HSBC World Selection Balanced Strat B -2.63 0.28 6.45 -8.61 1.14 3.05
BlackRock 40/60 Target Allocation R -0.93 0.28 3.20 -3.70 5.02 6.23
Columbia Capital Allocation Mod Agrsv T -1.52 0.27 6.18 -4.20 4.68 6.01
Columbia Capital Allocation Mod Agrsv A -1.52 0.27 6.18 -4.20 4.70 6.03
Columbia Capital Allocation Mod Agr A LW -1.52 0.27 6.18 -4.20 4.70 6.03
Timothy Plan Strategic Growth C -1.41 0.26 5.35 -8.46 0.93 2.21
Franklin Moderate Allocation Advisor -1.29 0.24 6.01 -5.67 3.35 4.39
First Investors Total Return Adv -1.78 0.24 4.72 -5.26 4.35 ---
Transamerica Asset Allc Mod Gr B -1.67 0.23 5.99 -5.15 3.86 4.85
PNC Balanced Allocation C -1.58 0.23 4.17 -4.19 3.44 5.26
Pacific Funds Port Optim Mod C -1.61 0.23 6.02 -5.17 2.17 4.09
Pacific Funds Port Optim Mod B -1.61 0.23 6.01 -5.17 2.17 4.08
Delaware Foundation Moderate Allc R -1.28 0.23 4.51 -5.32 2.75 4.31
AB Balance Wealth Strategy C -1.58 0.23 5.22 -6.50 2.47 3.51
AB Balance Wealth Strategy B -1.57 0.23 5.19 -6.52 2.46 3.49
USAA Cornerstone Moderately Agrsv -1.74 0.21 5.04 -7.44 1.62 2.85
Pacific Financial Fth & Vls Bsd Mod Inv -1.33 0.21 3.98 -5.01 --- ---
Columbia Capital Allocation Mod Agrsv R -1.52 0.21 6.03 -4.46 4.42 5.77
Brown Advisory Multi-Strategy Instl -1.22 0.21 4.98 -4.62 --- ---
Hartford Checks and Balances B -1.65 0.20 5.65 -3.96 4.96 6.55
Oppenheimer Moderate Inv Y -1.03 0.19 5.27 -4.48 4.00 5.16
First Investors Total Return Instl -1.83 0.19 4.65 -5.34 4.44 ---
State Farm Equity & Bond B -1.44 0.18 3.40 -2.46 5.80 6.94
Roumell Opportunistic Value C -0.87 0.18 6.15 -18.87 --- ---
Oakmark Equity & Income II -2.16 0.18 5.17 -7.62 4.84 5.64
Nuveen Strategy Growth Allocation C -1.68 0.18 6.71 -6.62 3.15 4.93
Franklin Moderate Allocation A LW -1.29 0.17 5.95 -5.86 3.10 4.11
Franklin Moderate Allocation A -1.29 0.17 5.95 -5.86 3.10 4.11
Calvert Moderate Allocation A LW -1.73 0.17 5.14 -5.08 4.54 6.22
Calvert Moderate Allocation A -1.73 0.17 5.14 -5.08 4.54 6.22
Wells Fargo WealthBuilder Gr Bal Port WB -1.58 0.15 6.09 -5.70 3.51 4.81
FPA Crescent -1.77 0.13 6.29 -4.34 4.54 6.68
Sterling Capital Strategic Allc Bal B -1.55 0.12 4.97 -6.02 3.03 3.71
JPMorgan Diversified Instl -1.77 0.12 5.97 -5.03 4.67 6.83
Wells Fargo Growth Balanced B -1.46 0.11 5.50 -4.26 5.30 6.63
RidgeWorth Moderate Allocation Strat I -1.09 0.11 4.73 -4.02 4.29 5.36
RidgeWorth Moderate Allocation Strat A -0.99 0.11 4.75 -4.11 4.16 5.18
RidgeWorth Moderate Allocation Stra A LW -0.99 0.11 4.75 -4.11 4.16 5.18
Highland Total Return C -1.48 0.11 8.20 -3.86 2.77 3.74
Wilmington Strategic Allc Mod Instl -1.25 0.10 4.67 -5.38 2.83 3.67
Pacific Financial Dynamic Allc Inv -1.18 0.10 4.14 --- --- ---
BlackRock 40/60 Target Allocation Inv C -0.94 0.10 3.03 -4.24 4.38 5.55
Wells Fargo Growth Balanced C -1.47 0.09 5.49 -4.24 5.31 6.64
Sterling Capital Strategic Allc Bal C -1.55 0.08 4.92 -6.06 3.04 3.71
MainStay Moderate Allocation I -1.42 0.08 6.04 -5.65 3.96 6.28
Buffalo Flexible Income -1.92 0.07 5.75 -4.94 2.22 6.07
JPMorgan Diversified Sel -1.83 0.06 5.90 -5.26 4.44 6.59
Franklin Moderate Allocation R -1.30 0.03 5.82 -6.11 2.83 3.86
First Investors Total Return A LW -1.89 0.03 4.56 -5.72 4.02 6.71
First Investors Total Return A -1.89 0.03 4.56 -5.72 4.02 6.71
BNY Mellon Asset Allocation M -1.63 0.03 5.43 -5.82 3.90 4.48
Delaware Foundation Moderate Allc C -1.37 0.02 4.37 -5.86 2.24 3.80
1919 Socially Responsive Balanced B -1.86 0.02 4.41 -4.50 3.84 5.15
Wilmington Strategic Allc Mod A LW -1.25 0.00 4.57 -5.65 2.55 3.39
Wilmington Strategic Allc Mod A -1.25 0.00 4.57 -5.65 2.55 3.39
Oppenheimer Moderate Inv R -1.04 0.00 5.13 -4.98 3.45 4.63
Oppenheimer Moderate Inv A Load Waived -1.13 0.00 5.20 -4.76 3.72 4.90
Oppenheimer Moderate Inv A -1.13 0.00 5.20 -4.76 3.72 4.90
JPMorgan Diversified A Load Waived -1.78 0.00 5.79 -5.46 4.18 6.32
JPMorgan Diversified A -1.78 0.00 5.79 -5.46 4.18 6.32
Columbia Capital Allocation Mod Agrsv C -1.51 0.00 5.96 -4.88 3.90 5.24
Columbia Capital Allocation Mod Agrsv B -1.62 0.00 5.97 -4.96 3.90 5.23
1919 Socially Responsive Balanced C -1.87 0.00 4.41 -4.70 4.02 5.45
Transamerica Instl Asst Allc Interm Hrzn -1.39 -0.04 4.73 -4.19 3.71 5.18
BNY Mellon Asset Allocation Inv -1.55 -0.04 5.43 -6.00 3.65 4.21
Nationwide Diverse Managers Instl Svc -1.99 -0.05 4.06 -6.50 --- ---
New Century Balanced -1.43 -0.07 5.65 -7.47 2.73 4.57
MainStay Moderate Allocation Inv -1.51 -0.08 5.90 -6.02 3.53 5.82
MainStay Moderate Allocation A LW -1.51 -0.08 5.90 -5.93 3.68 5.99
MainStay Moderate Allocation A -1.51 -0.08 5.90 -5.93 3.68 5.99
Calamos Growth & Income I -1.31 -0.08 6.21 -1.94 6.21 5.80
Tributary Balanced Instl Plus -1.37 -0.11 3.78 -3.75 6.29 ---
RidgeWorth Moderate Allocation Strat C -1.10 -0.11 4.56 -4.65 3.57 4.54
Pioneer Classic Balanced Y -1.46 -0.11 4.02 -3.88 5.89 7.03
Pioneer Classic Balanced K -1.58 -0.11 4.04 --- --- ---
Franklin Moderate Allocation C -1.33 -0.11 5.74 -6.61 2.33 3.34
Transamerica Asset Allc Interm Horizon -1.39 -0.12 4.76 -4.44 3.36 4.88
Calvert Moderate Allocation C -1.74 -0.13 4.98 -5.76 3.79 5.44
Calamos Growth & Income A Load Waived -1.34 -0.14 6.16 -2.16 5.95 5.55
Calamos Growth & Income A -1.34 -0.14 6.16 -2.16 5.95 5.55
Frost Moderate Allocation Instl -1.45 -0.16 5.33 -5.05 3.63 4.92
VALIC Company I Dynamic Allocation -2.04 -0.17 4.45 -7.24 1.86 ---
BlackRock Balanced Capital Instl -1.63 -0.17 4.33 -1.87 6.69 7.47
Tributary Balanced Instl -1.43 -0.18 3.68 -3.96 6.07 7.10
Putnam Dynamic Asset Allocation Bal R6 -1.53 -0.18 4.76 -3.95 6.16 ---
Putnam Dynamic Asset Allocation Bal R5 -1.53 -0.19 4.75 -4.03 6.07 ---
Oppenheimer Moderate Inv C -1.15 -0.19 4.99 -5.40 2.95 4.12
Oppenheimer Moderate Inv B -1.14 -0.19 5.06 -5.46 2.95 4.07
Pioneer Classic Balanced R -1.58 -0.23 3.93 --- --- ---
Pioneer Classic Balanced A Load Waived -1.58 -0.23 3.92 -4.08 5.56 6.71
Pioneer Classic Balanced A -1.58 -0.23 3.92 -4.08 5.56 6.71
Calamos Growth & Income R -1.38 -0.23 6.07 -2.41 5.69 5.29
Sit Balanced -1.85 -0.25 2.99 -1.66 6.33 7.38
JPMorgan Diversified C -1.85 -0.26 5.70 -5.98 3.65 5.77
BlackRock Balanced Capital Inv A LW -1.64 -0.26 4.30 -2.12 6.39 7.16
BlackRock Balanced Capital Inv A -1.64 -0.26 4.30 -2.12 6.39 7.16
First Investors Total Return B -1.92 -0.28 4.32 -6.42 3.21 5.91
Putnam Dynamic Asset Allocation Bal Y -1.61 -0.29 4.73 -4.12 6.05 7.51
Frost Moderate Allocation Investor -1.45 -0.30 5.28 -5.32 3.35 4.65
ICON Risk-Managed Balanced S -1.73 -0.32 5.20 -3.96 3.02 4.92
Fidelity® Puritan® K -0.79 -0.32 5.55 -2.57 7.49 8.35
MainStay Moderate Allocation B -1.53 -0.33 5.70 -6.69 2.78 5.04
AMG Chicago Equity Partners Bal Svc -0.99 -0.35 3.50 -2.30 6.39 ---
Putnam Dynamic Asset Allocation Bal R -1.55 -0.40 4.66 -4.51 5.52 7.00
Fidelity® Puritan® -0.84 -0.40 5.52 -2.67 7.37 8.24
AMG Chicago Equity Partners Bal Instl -1.06 -0.40 3.45 -2.28 6.46 7.87
MainStay Moderate Allocation C -1.61 -0.41 5.70 -6.77 2.75 5.03
Putnam Dynamic Asset Allocation Bal A LW -1.61 -0.42 4.60 -4.38 5.77 7.24
Putnam Dynamic Asset Allocation Bal A -1.61 -0.42 4.60 -4.38 5.77 7.24
PSG Tactical Growth -0.97 -0.43 3.96 -15.25 -3.00 ---
Pioneer Classic Balanced C -1.59 -0.46 3.83 -4.80 4.75 5.88
ICON Risk-Managed Balanced A LW -1.77 -0.46 5.12 -4.24 2.77 4.65
ICON Risk-Managed Balanced A -1.77 -0.46 5.12 -4.24 2.77 4.65
AMG Chicago Equity Partners Bal Inv -1.07 -0.46 3.42 -2.50 6.21 7.61
BlackRock Balanced Capital R -1.70 -0.47 4.19 -2.50 6.02 6.77
UBS US Allocation P -1.50 -0.48 5.88 -3.00 6.80 7.93
Scharf Balanced Opportunity Instl -1.82 -0.48 3.48 -3.45 7.19 ---
Calamos Growth & Income B -1.39 -0.50 5.97 -2.95 5.34 4.98
Avondale Core Investment -0.10 -0.51 1.24 -2.30 --- ---
Calamos Growth & Income C -1.40 -0.52 5.94 -2.97 5.13 4.74
BlackRock Balanced Capital Inv C -1.68 -0.53 4.12 -2.87 5.58 6.34
Putnam Dynamic Asset Allocation Bal M -1.61 -0.54 4.56 -4.75 5.25 6.73
Putnam Dynamic Asset Allocation Bal C -1.58 -0.60 4.55 -5.00 5.00 6.45
UBS US Allocation A Load Waived -1.52 -0.61 5.80 -3.26 6.50 7.62
UBS US Allocation A -1.52 -0.61 5.80 -3.26 6.50 7.62
Putnam Dynamic Asset Allocation Bal B -1.62 -0.61 4.50 -5.00 4.99 6.46
Pioneer Solutions Balanced Y -1.07 -0.62 4.70 -6.31 2.93 4.50
Neiman Balanced Allocation A LW -1.06 -0.62 4.47 -5.84 2.07 3.83
Neiman Balanced Allocation A -1.06 -0.62 4.47 -5.84 2.07 3.83
Savos Dynamic Hedging -2.11 -0.64 5.94 --- --- ---
ASTON/Montag & Caldwell Balanced I -1.28 -0.66 1.59 0.38 5.24 6.74
Pioneer Solutions Balanced A LW -0.99 -0.72 4.67 -6.53 2.69 4.19
Pioneer Solutions Balanced A -0.99 -0.72 4.67 -6.53 2.69 4.19
BlackRock Balanced Capital Inv B -1.74 -0.72 3.96 -3.23 5.26 6.04
ICON Risk-Managed Balanced C -1.81 -0.74 4.94 -4.95 2.03 3.89
ASTON/Montag & Caldwell Balanced N -1.27 -0.76 1.52 0.24 5.12 6.61
Schwab Balanced -1.27 -0.85 4.86 -3.51 5.88 7.06
Pioneer Solutions Balanced R -1.08 -0.90 4.48 --- --- ---
Virtus Tactical Allocation A LW -1.98 -0.91 5.25 -9.98 2.19 4.80
Virtus Tactical Allocation A -1.98 -0.91 5.25 -9.98 2.19 4.80
UBS US Allocation C -1.58 -0.91 5.61 -3.98 5.70 6.81
Virtus Balanced A Load Waived -1.96 -0.95 4.24 -8.89 2.42 4.63
Virtus Balanced A -1.96 -0.95 4.24 -8.89 2.42 4.63
Neiman Balanced Allocation C -1.16 -0.98 4.23 -6.56 1.32 3.03
Arrow DWA Balanced Institutional -0.89 -1.05 3.91 -7.29 1.96 ---
Pioneer Solutions Balanced C -1.08 -1.08 4.44 -7.20 1.96 3.47
Victory Strategic Allocation I -1.76 -1.09 4.01 -3.17 5.19 6.93
Victory Strategic Allocation A LW -1.70 -1.09 4.03 -3.28 4.95 6.66
Victory Strategic Allocation A -1.70 -1.09 4.03 -3.28 4.95 6.66
Federated MDT Balanced Instl -2.61 -1.14 3.78 -6.72 5.02 6.44
Arrow DWA Balanced A Load Waived -0.90 -1.14 3.85 -7.48 1.71 3.10
Arrow DWA Balanced A -0.90 -1.14 3.85 -7.48 1.71 3.10
Virtus Tactical Allocation C -2.05 -1.21 5.04 -10.68 1.42 4.00
Virtus Tactical Allocation B -2.06 -1.21 5.09 -10.69 1.45 4.01
Virtus Balanced C -2.05 -1.22 4.08 -9.60 1.65 3.83
Virtus Balanced B -2.05 -1.22 4.07 -9.59 1.65 3.84
Victory Strategic Allocation R -1.77 -1.23 3.89 -3.62 4.64 6.33
Plumb Balanced -0.59 -1.26 4.79 -4.48 5.84 5.70
Federated MDT Balanced A Load Waived -2.62 -1.27 3.72 -6.97 4.75 6.17
Federated MDT Balanced A -2.62 -1.27 3.72 -6.97 4.75 6.17
Rx Tactical Rotation Institutional -1.39 -1.39 4.29 --- --- ---
Federated MDT Balanced R -2.62 -1.39 3.66 -7.18 4.50 5.82
Victory Strategic Allocation C -1.86 -1.45 3.78 -4.04 4.20 5.90
Arrow DWA Balanced C -0.95 -1.45 3.69 -8.18 0.96 2.33
Rx Tactical Rotation A Load Waived -1.50 -1.50 4.18 --- --- ---
Rx Tactical Rotation A -1.50 -1.50 4.18 --- --- ---
Federated MDT Balanced C -2.71 -1.60 3.49 -7.66 3.96 5.38
InvestEd Balanced Load Waived -1.66 -1.66 5.14 -4.87 4.58 5.33
InvestEd Balanced -1.66 -1.66 5.14 -4.87 4.58 5.33
Waddell & Reed Continental Inc Y -1.18 -1.82 4.68 -5.58 5.55 7.53
Ivy Balanced R6 -1.12 -1.83 4.54 -5.44 --- ---
Ivy Balanced I -1.12 -1.88 4.54 -5.56 5.52 7.40
Waddell & Reed Continental Inc A LW -1.19 -1.93 4.68 -5.79 5.29 7.21
Waddell & Reed Continental Inc A -1.19 -1.93 4.68 -5.79 5.29 7.21
Rx Tactical Rotation C -1.61 -1.93 3.85 --- --- ---
Ivy Balanced Y -1.16 -1.96 4.45 -5.78 5.26 7.13
Janus Balanced N -1.88 -1.98 2.59 -4.07 5.26 ---
Janus Aspen Balanced Instl -1.93 -1.99 2.57 -4.13 5.19 7.23
Ivy Balanced A Load Waived -1.16 -2.00 4.45 -5.83 5.24 7.10
Ivy Balanced A -1.16 -2.00 4.45 -5.83 5.24 7.10
Janus Balanced I -1.91 -2.03 2.54 -4.17 5.18 7.08
Timothy Plan Growth & Income I -1.14 -2.07 0.38 -6.06 --- ---
Timothy Plan Growth & Income A LW -1.05 -2.07 0.39 -6.23 --- ---
Timothy Plan Growth & Income A -1.05 -2.07 0.39 -6.23 --- ---
Janus Balanced D -1.91 -2.07 2.53 -4.24 5.10 7.00
Janus Balanced T -1.91 -2.09 2.51 -4.33 5.00 6.90
Janus Balanced A Load Waived -1.91 -2.12 2.49 -4.42 4.88 6.78
Janus Balanced A -1.91 -2.12 2.49 -4.42 4.88 6.78
Ivy Balanced R -1.16 -2.13 4.36 -6.12 4.89 ---
Waddell & Reed Continental Inc C -1.19 -2.15 4.47 -6.57 4.42 6.32
Janus Balanced S -1.95 -2.18 2.43 -4.57 4.73 6.63
Ivy Balanced C -1.25 -2.27 4.24 -6.46 4.53 6.37
Ivy Balanced B -1.21 -2.27 4.26 -6.50 4.49 6.31
Janus Balanced R -1.96 -2.30 2.39 -4.80 4.46 6.36
Waddell & Reed Continental Inc B -1.31 -2.38 4.27 -6.95 4.12 6.03
Timothy Plan Growth & Income C -1.16 -2.39 0.20 -6.93 --- ---
Janus Balanced C -2.00 -2.39 2.31 -5.09 4.12 5.99
QS Dynamic Multi-Strategy I -1.79 -2.75 0.83 -10.68 --- ---
QS Dynamic Multi-Strategy A Load Waived -1.70 -2.83 0.83 -10.90 1.73 ---
QS Dynamic Multi-Strategy A -1.70 -2.83 0.83 -10.90 1.73 ---
Fairholme Allocation -5.93 -2.88 11.16 -21.25 -5.09 2.41
QS Dynamic Multi-Strategy C -1.80 -3.11 0.65 -11.57 --- ---
Salient Select Opportunity Institutional -3.37 -9.09 6.80 -22.70 --- ---
Salient Select Opportunity Investor -3.42 -9.22 6.69 -22.96 --- ---
Salient Select Opportunity A LW -3.42 -9.27 6.65 -23.07 --- ---
Salient Select Opportunity A -3.42 -9.27 6.65 -23.07 --- ---
Salient Select Opportunity C -3.43 -9.43 6.53 -23.44 --- ---
VY® T. Rowe Price Capital Apprec R6 --- --- --- --- --- ---
Voya Solution Balanced Port R6 --- --- --- --- --- ---
T. Rowe Price Personal Strat Bal I -1.45 --- --- --- --- ---
Scharf Balanced Opportunity Retail -1.82 --- 3.41 --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
MainStay Moderate Allocation R3 -1.51 --- --- --- --- ---
Eaton Vance Balanced R6 --- --- --- --- --- ---
Eaton Vance Balanced R --- --- --- --- --- ---
Calvert Moderate Allocation Y --- --- --- --- --- ---
Calvert Moderate Allocation I --- --- --- --- --- ---
BlackRock 40/60 Target Allocation K -0.83 --- --- --- --- ---
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