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Data through 6/24/2016. 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 -0.74 1.20 1.34 -3.44 5.85 6.26
Catalyst/SMH Total Return Income I 3.90 12.89 10.88 -14.24 --- ---
Catalyst/SMH Total Return Income A LW 3.59 12.44 10.49 -14.48 -7.93 -3.58
Catalyst/SMH Total Return Income A 3.59 12.44 10.49 -14.48 -7.93 -3.58
Catalyst/SMH Total Return Income C 3.82 12.11 10.62 -15.13 -8.62 -4.30
Timothy Plan Defensive Strategies I 2.46 9.01 4.46 1.26 --- ---
Brookfield Real Assets Securities I 1.01 8.82 6.83 -5.54 --- ---
Timothy Plan Defensive Strategies A LW 2.37 8.81 4.36 0.99 1.88 0.88
Timothy Plan Defensive Strategies A 2.37 8.81 4.36 0.99 1.88 0.88
Brookfield Real Assets Securities Y 0.90 8.81 6.82 -5.63 --- ---
Brookfield Real Assets Securities A LW 0.91 8.71 6.70 -5.73 --- ---
Brookfield Real Assets Securities A 0.91 8.71 6.70 -5.73 --- ---
Brookfield Real Assets Securities C 0.88 8.58 6.67 -6.17 --- ---
Timothy Plan Defensive Strategies C 2.36 8.50 4.23 0.28 1.12 0.12
Intrepid Capital Institutional 1.09 7.13 6.02 -2.67 5.45 6.41
Intrepid Capital Investor 1.09 6.97 5.96 -2.94 5.20 6.14
Prudential Real Assets Q 1.82 6.34 4.93 -2.94 --- ---
Prudential Real Assets Z 1.82 6.31 4.79 -3.14 2.24 1.40
Camelot Premium Return A Load Waived -0.11 6.29 3.29 -7.62 4.88 5.56
Camelot Premium Return A -0.11 6.29 3.29 -7.62 4.88 5.56
Prudential Real Assets A Load Waived 1.94 6.28 4.87 -3.29 2.02 1.16
Prudential Real Assets A 1.94 6.28 4.87 -3.29 2.02 1.16
SEI Defensive Strategy Allc A (SAAT) 1.11 5.97 3.86 3.27 8.79 9.35
Camelot Premium Return C -0.11 5.89 3.25 -8.29 4.14 4.81
Prudential Real Assets C 1.73 5.84 4.55 -4.03 1.22 0.41
Prudential Real Assets B 1.84 5.84 4.66 -4.02 1.26 0.41
SEI Conservative Strategy Allc A (SAAT) 1.15 5.82 3.57 3.79 9.50 9.86
Mairs & Power Balanced Inv -0.08 5.79 2.38 2.58 7.61 9.15
Columbia Flexible Capital Income R5 1.04 5.52 4.46 -4.48 4.61 ---
Columbia Flexible Capital Income I 1.07 5.49 4.50 -4.27 4.71 ---
Bruce 1.81 5.43 4.35 5.56 11.81 9.39
Columbia Flexible Capital Income Z 1.03 5.42 4.37 -4.60 4.53 ---
Columbia Flexible Capital Income R4 1.02 5.38 4.34 -4.57 4.53 ---
Columbia Flexible Capital Income W 0.97 5.30 4.31 -4.82 4.24 ---
Columbia Flexible Capital Income A LW 1.06 5.29 4.31 -4.76 4.27 ---
Columbia Flexible Capital Income A 1.06 5.29 4.31 -4.76 4.27 ---
Columbia Flexible Capital Income R 1.00 5.17 4.25 -5.08 3.97 ---
American Funds Income Portfolio R6 0.14 5.07 2.36 0.72 6.30 ---
American Funds Income Portfolio F2 0.13 5.03 2.43 0.69 6.20 ---
American Funds Income Portfolio R5 0.05 4.95 2.35 0.66 6.24 ---
Columbia Flexible Capital Income C 0.98 4.94 4.14 -5.50 3.50 ---
American Funds Income Portfolio R4 0.06 4.92 2.36 0.40 5.95 ---
VY® Franklin Income I 0.09 4.91 3.29 -2.51 4.88 5.80
American Funds Income Portfolio R2E 0.01 4.91 2.31 0.55 --- ---
American Funds Income Portfolio 529F1 0.11 4.90 2.32 0.59 6.12 ---
American Funds Income Portfolio R5E 0.09 4.87 2.30 --- --- ---
American Funds Income Portfolio A LW -0.01 4.84 2.29 0.42 5.93 ---
American Funds Income Portfolio A -0.01 4.84 2.29 0.42 5.93 ---
American Funds Income Portfolio F1 0.06 4.82 2.27 0.37 5.92 ---
Poplar Forest Cornerstone Institutional -1.56 4.81 2.17 -2.53 --- ---
American Funds Income Portfolio 529A 0.05 4.81 2.27 0.29 5.87 ---
American Funds Income Portfolio 529E 0.07 4.78 2.29 0.18 5.64 ---
Worthington Value Line Dynamic Opp Instl 0.89 4.76 6.22 --- --- ---
VY® Franklin Income S2 0.09 4.75 3.22 -2.59 4.58 5.46
VY® Franklin Income S 0.09 4.73 3.21 -2.47 4.71 5.60
GuideStone Funds Defensv Mkt Strats Inst -0.19 4.70 2.24 4.47 9.42 ---
RiverNorth Core Opportunity I 0.93 4.68 4.78 -3.25 --- ---
American Funds Income Portfolio R3 0.07 4.68 2.20 0.08 5.60 ---
Loomis Sayles Multi-Asset Income N -0.17 4.66 2.75 --- --- ---
Poplar Forest Cornerstone A Load Waived -1.60 4.64 2.09 -2.80 --- ---
Poplar Forest Cornerstone A -1.60 4.64 2.09 -2.80 --- ---
Loomis Sayles Multi-Asset Income Y -0.10 4.63 2.81 3.96 7.11 ---
AT Income Opportunities Institutional -0.41 4.63 2.64 -2.66 --- ---
Worthington Value Line Dynamic Opp Inv 0.89 4.58 6.16 -4.00 --- ---
VY® Franklin Income A 0.00 4.58 3.11 -2.80 4.35 5.24
GuideStone Funds Defensv Mkt Strats Inv -0.22 4.58 2.22 4.13 9.18 ---
RiverNorth Core Opportunity R 0.93 4.52 4.62 -3.51 5.39 5.68
Loomis Sayles Multi-Asset Income A LW -0.20 4.50 2.73 3.68 6.96 7.05
Loomis Sayles Multi-Asset Income A -0.20 4.50 2.73 3.68 6.96 7.05
American Funds Income Portfolio C 0.05 4.50 2.10 -0.27 5.17 ---
American Funds Income Portfolio R1 0.04 4.48 2.09 -0.35 5.14 ---
American Funds Income Portfolio R2 0.05 4.47 2.18 -0.31 5.12 ---
American Funds Income Portfolio B -0.01 4.45 2.11 -0.32 5.14 ---
American Funds Income Portfolio 529C -0.05 4.45 2.08 -0.49 5.03 ---
American Funds Income Portfolio 529B -0.01 4.43 2.03 -0.46 5.04 ---
State Farm Balanced -0.02 4.21 2.17 1.20 7.62 6.91
Franklin Balanced R6 0.29 4.21 1.78 0.48 6.89 ---
Greenspring -0.69 4.19 1.72 -3.78 1.90 4.23
Franklin Balanced Adv 0.28 4.15 1.75 0.39 6.78 7.29
Loomis Sayles Multi-Asset Income C -0.26 4.12 2.47 2.91 6.14 6.25
Franklin Balanced A Load Waived 0.26 4.03 1.69 0.13 6.48 6.97
Franklin Balanced A 0.26 4.03 1.69 0.13 6.48 6.97
Manning & Napier Strategic Inc Modrt I 0.21 3.97 2.03 1.93 5.97 ---
Madison Diversified Income A LW 0.55 3.96 1.84 4.27 6.37 7.33
Madison Diversified Income A 0.55 3.96 1.84 4.27 6.37 7.33
American Funds Retire Inc Port-Mod F2 0.10 3.92 1.89 --- --- ---
American Funds Retire Inc Port-Mod R3 0.10 3.87 1.84 --- --- ---
American Funds Retire Inc Port-Mod R6 0.10 3.86 1.83 --- --- ---
American Funds Retire Inc Port-Mod R5 0.10 3.86 1.83 --- --- ---
Manning & Napier Strategic Inc Modrt S 0.15 3.85 1.97 1.68 5.72 ---
American Funds Retire Inc Port-Mod R5E 0.00 3.78 1.75 --- --- ---
American Funds Retire Inc Port-Mod R2 0.00 3.78 1.75 --- --- ---
American Funds Retire Inc Port-Mod F1 0.00 3.78 1.75 --- --- ---
American Funds Retire Inc Port-Mod A LW 0.00 3.78 1.75 --- --- ---
American Funds Retire Inc Port-Mod A 0.00 3.78 1.75 --- --- ---
Virtus Herzfeld I 0.68 3.77 6.07 -2.68 6.64 ---
American Funds Retire Inc Port-Mod R2E 0.00 3.77 1.74 --- --- ---
Hennessy Balanced Investor 0.48 3.76 1.16 3.36 3.60 5.02
American Funds Retire Inc Port-Mod R4 0.10 3.74 1.81 --- --- ---
American Funds Retire Inc Port-Enh F2 -0.29 3.70 1.78 --- --- ---
Franklin Balanced C 0.20 3.69 1.53 -0.60 5.71 6.23
American Funds Retire Inc Port-Enh R5E -0.38 3.68 1.76 --- --- ---
American Funds Retire Inc Port-Enh F1 -0.29 3.68 1.76 --- --- ---
American Funds Retire Inc Port-Enh R2E -0.29 3.67 1.75 --- --- ---
American Funds Retire Inc Port-Enh R1 -0.29 3.67 1.75 --- --- ---
American Funds Retire Inc Port-Enh A LW -0.29 3.67 1.75 --- --- ---
American Funds Retire Inc Port-Enh A -0.29 3.67 1.75 --- --- ---
American Funds Retire Inc Port-Enh R6 -0.29 3.66 1.74 --- --- ---
American Funds Retire Inc Port-Enh R5 -0.29 3.66 1.74 --- --- ---
American Funds Retire Inc Port-Enh R4 -0.29 3.66 1.74 --- --- ---
Madison Diversified Income C 0.55 3.62 1.71 3.54 5.61 ---
Madison Diversified Income B 0.48 3.62 1.64 3.54 5.58 6.53
Virtus Herzfeld A Load Waived 0.68 3.61 6.02 -2.95 6.36 ---
Virtus Herzfeld A 0.68 3.61 6.02 -2.95 6.36 ---
American Funds Retire Inc Port-Enh R3 -0.38 3.49 1.58 --- --- ---
American Funds Retire Inc Port-Enh B -0.29 3.47 1.76 --- --- ---
American Funds Retire Inc Port-Mod B 0.00 3.46 1.64 --- --- ---
American Funds Retire Inc Port-Mod R1 0.00 3.43 1.61 --- --- ---
American Funds College 2024 529F1 0.35 3.43 1.77 1.25 7.05 ---
Regal Total Return A Load Waived 0.20 3.42 2.15 -2.45 --- ---
Regal Total Return A 0.20 3.42 2.15 -2.45 --- ---
VY® T. Rowe Price Capital Apprec I -1.28 3.41 2.19 3.87 11.39 11.53
MFS Total Return R5 -0.77 3.41 1.75 0.94 7.87 ---
American Funds Retire Inc Port-Enh R2 -0.38 3.40 1.59 --- --- ---
American Funds Retire Inc Port-Mod C 0.00 3.38 1.55 --- --- ---
Westwood Income Opportunity Instl 0.00 3.35 2.77 0.20 5.49 7.12
T. Rowe Price Capital Appreciation I -1.30 3.35 2.17 --- --- ---
JHFunds2 Capital Appreciation Value NAV -1.24 3.34 2.20 3.81 11.11 11.35
American Funds College 2024 529A LW 0.35 3.34 1.78 1.14 6.87 ---
American Funds College 2024 529A 0.35 3.34 1.78 1.14 6.87 ---
MFS Total Return R4 -0.77 3.32 1.73 0.80 7.76 8.24
MFS Total Return I -0.77 3.32 1.73 0.80 7.74 8.23
American Funds Retire Inc Port-Enh C -0.38 3.32 1.60 --- --- ---
WesMark Balanced 0.25 3.31 1.66 0.19 5.93 6.78
T. Rowe Price Capital Appreciation -1.30 3.31 2.17 3.83 11.23 11.48
VY® T. Rowe Price Capital Apprec S -1.28 3.29 2.12 3.61 11.11 11.25
Virtus Herzfeld C 0.59 3.24 5.86 -3.68 5.57 ---
Westwood Income Opportunity A LW -0.07 3.22 2.71 -0.07 5.23 6.83
Westwood Income Opportunity A -0.07 3.22 2.71 -0.07 5.23 6.83
MFS Total Return R3 -0.79 3.22 1.67 0.54 7.47 7.96
MFS Total Return A Load Waived -0.79 3.22 1.67 0.55 7.48 7.96
MFS Total Return A -0.79 3.22 1.67 0.55 7.48 7.96
MFS Total Return 529A Load Waived -0.80 3.21 1.66 0.51 7.46 7.92
MFS Total Return 529A -0.80 3.21 1.66 0.51 7.46 7.92
VY® T. Rowe Price Capital Apprec S2 -1.29 3.19 2.09 3.47 10.94 11.08
American Funds College 2024 529E 0.35 3.17 1.69 0.81 6.55 ---
T. Rowe Price Capital Appreciation Adv -1.35 3.14 2.07 3.51 10.90 11.14
MainStay Balanced I 0.03 3.12 1.65 -0.78 7.91 8.54
MFS Total Return R2 -0.81 3.11 1.60 0.30 7.21 7.70
MainStay Balanced R1 0.07 3.10 1.67 -0.85 7.81 8.44
VY® T. Rowe Price Capital Apprec A -1.33 3.09 2.04 3.26 10.73 10.86
American Funds American Balanced R6 -0.08 3.02 2.04 3.10 9.36 10.23
Rational Strategic Allocation A LW 0.71 3.01 3.01 -1.18 4.37 4.28
Rational Strategic Allocation A 0.71 3.01 3.01 -1.18 4.37 4.28
LK Balanced Institutional -0.62 3.01 1.90 -1.95 4.00 ---
American Funds College 2024 529C 0.35 3.01 1.62 0.30 6.03 ---
MainStay Balanced A Load Waived 0.03 3.00 1.60 -1.04 7.63 8.27
MainStay Balanced A 0.03 3.00 1.60 -1.04 7.63 8.27
American Funds American Balanced R5 -0.10 2.99 2.03 3.05 9.30 10.17
American Funds College 2024 529B 0.35 2.98 1.60 0.32 6.04 ---
MainStay Balanced R2 0.03 2.97 1.61 -1.11 7.53 8.17
American Funds American Balanced F2 -0.11 2.97 2.02 3.01 9.25 10.11
American Funds American Balanced 529F -0.08 2.94 2.01 2.94 9.17 10.03
MainStay Balanced Inv 0.03 2.92 1.56 -1.19 7.46 8.09
American Funds American Balanced A LW -0.12 2.87 1.93 2.80 9.02 9.88
American Funds American Balanced A -0.12 2.87 1.93 2.80 9.02 9.88
MFS Total Return R1 -0.85 2.86 1.48 -0.21 6.68 7.15
American Funds American Balanced R5E -0.14 2.86 1.94 --- --- ---
MFS Total Return B -0.85 2.85 1.48 -0.21 6.68 7.15
MFS Total Return C -0.85 2.84 1.47 -0.20 6.68 7.16
American Funds American Balanced F1 -0.10 2.83 1.95 2.73 8.97 9.84
MFS Total Return 529C -0.85 2.82 1.47 -0.25 6.64 7.10
MFS Total Return 529B -0.85 2.82 1.46 -0.26 6.63 7.11
American Funds American Balanced 529A LW -0.10 2.82 1.95 2.70 8.93 9.79
American Funds American Balanced 529A -0.10 2.82 1.95 2.70 8.93 9.79
MainStay Balanced R3 0.00 2.81 1.52 -1.38 7.26 7.89
MFS Moderate Allocation R4 -0.62 2.80 2.15 -1.35 5.94 6.33
American Funds American Balanced R4 -0.13 2.80 1.91 2.71 8.97 9.84
MFS Moderate Allocation I -0.61 2.77 2.12 -1.39 5.93 6.32
MFS Moderate Allocation R3 -0.63 2.70 2.11 -1.61 5.69 6.06
American Funds American Balanced R3 -0.16 2.70 1.85 2.45 8.66 9.52
MFS Moderate Allocation A Load Waived -0.62 2.68 2.16 -1.60 5.70 6.06
MFS Moderate Allocation A -0.62 2.68 2.16 -1.60 5.70 6.06
Advance Capital I Balanced Instl -0.61 2.68 0.11 -1.21 5.91 6.14
American Funds American Balanced R2E -0.17 2.66 1.84 2.45 --- ---
American Funds American Balanced 529E -0.16 2.66 1.85 2.42 8.66 9.50
MFS Moderate Allocation 529A LW -0.69 2.62 2.09 -1.65 5.64 6.02
MFS Moderate Allocation 529A -0.69 2.62 2.09 -1.65 5.64 6.02
American Funds College 2027 529F1 -0.17 2.59 1.63 -0.64 7.57 ---
Vanguard Balanced Index I -0.27 2.55 1.70 0.74 8.25 8.66
Vanguard Balanced Index Adm -0.28 2.55 1.70 0.76 8.26 8.64
MFS Moderate Allocation R2 -0.70 2.55 2.01 -1.89 5.43 5.80
MainStay Balanced C -0.07 2.55 1.35 -1.92 6.65 7.28
MainStay Balanced B -0.07 2.55 1.39 -1.92 6.66 7.28
Value Line Asset Allocation Instl -0.42 2.53 2.41 --- --- ---
Hotchkis & Wiley Capital Income I -2.14 2.52 0.90 -8.04 4.69 8.02
American Funds College 2027 529A LW -0.17 2.51 1.63 -0.82 7.39 ---
American Funds College 2027 529A -0.17 2.51 1.63 -0.82 7.39 ---
American Funds American Balanced R2 -0.15 2.50 1.78 2.03 8.21 9.07
Advance Capital I Balanced Retail -0.63 2.50 0.05 -1.45 5.63 5.87
Pacific Financial Fth & Vls Bsd Mod Inv 2.28 2.49 2.70 -2.75 -0.25 ---
American Funds American Balanced R1 -0.19 2.49 1.74 2.00 8.17 9.02
American Funds American Balanced B -0.19 2.49 1.77 2.03 8.21 9.06
Vanguard Balanced Index Inv -0.28 2.48 1.66 0.62 8.09 8.49
Timothy Plan Strategic Growth C 2.21 2.48 3.02 -5.99 3.11 2.90
Vanguard Wellington™ Admiral™ -0.92 2.46 1.39 0.76 8.10 9.02
American Funds American Balanced C -0.19 2.45 1.74 1.97 8.17 9.02
Vanguard Wellington™ Inv -0.93 2.42 1.35 0.69 8.01 8.94
Value Line Asset Allocation Investor -0.46 2.42 2.31 0.99 8.11 8.83
Hotchkis & Wiley Capital Income A LW -2.17 2.40 0.90 -8.30 4.46 8.33
Hotchkis & Wiley Capital Income A -2.17 2.40 0.90 -8.30 4.46 8.33
American Funds American Balanced 529C -0.20 2.40 1.72 1.88 8.07 8.93
American Funds American Balanced 529B -0.21 2.39 1.71 1.89 8.07 8.93
American Funds College 2027 529E -0.17 2.35 1.55 -1.08 7.06 ---
MFS Moderate Allocation R1 -0.71 2.33 1.92 -2.31 4.90 5.27
MFS Moderate Allocation B -0.69 2.33 1.94 -2.33 4.89 5.27
MFS Moderate Allocation 529C -0.70 2.30 1.90 -2.38 4.86 5.22
Northern Global Tactical Asset Allc -0.32 2.29 1.08 -2.23 4.62 5.00
MFS Moderate Allocation 529B -0.70 2.29 1.89 -2.38 4.85 5.23
MFS Moderate Allocation C -0.70 2.28 1.88 -2.33 4.90 5.27
BlackRock 60/40 Target Allocation Instl 2.16 2.25 3.14 -2.74 8.29 8.14
Villere Balanced Inv -1.09 2.24 1.59 -11.62 1.30 6.35
JHancock Lifestyle II Balanced R6 -0.48 2.24 1.64 -2.17 --- ---
JHancock Lifestyle II Balanced 1 -0.48 2.23 1.63 -2.20 --- ---
Great-West SecureFoundation® Bal Instl -0.53 2.16 1.39 -1.41 --- ---
Neiman Balanced Allocation A LW 2.85 2.12 3.22 -2.86 4.65 4.95
Neiman Balanced Allocation A 2.85 2.12 3.22 -2.86 4.65 4.95
Manning & Napier Pro-Blend Extnd Term I -0.98 2.10 2.10 -4.50 4.91 5.60
BlackRock 60/40 Target Allocation Inv A 2.10 2.10 3.10 -3.08 7.89 7.74
BlackRock 60/40 Target Allocation I A LW 2.10 2.10 3.10 -3.08 7.89 7.74
American Funds College 2027 529C -0.26 2.10 1.39 -1.58 6.52 ---
American Funds College 2027 529B -0.25 2.08 1.38 -1.58 6.50 ---
Great-West SecureFoundation® Bal G -0.48 2.06 1.39 -1.72 6.42 6.63
Manning & Napier Pro-Blend Extnd Term S -1.05 2.05 2.05 -4.80 4.66 5.34
Invesco Moderate Allocation R5 -0.81 2.05 1.35 -4.15 4.31 5.10
Savos Dynamic Hedging 1.17 2.04 3.25 --- --- ---
Invesco Moderate Allocation Y -0.83 2.02 1.25 -3.97 4.34 5.11
CornerCap Balanced -1.33 2.02 0.40 -4.89 5.38 5.73
BlackRock 60/40 Target Allocation R 2.11 2.02 3.02 -3.24 7.70 7.56
Great-West SecureFoundation® Bal G1 -0.56 1.96 1.30 -1.87 6.30 6.51
Invesco Moderate Allocation S -0.79 1.95 1.30 -4.09 4.19 4.94
Great-West SecureFoundation® Bal ETF A -0.55 1.93 1.52 -2.01 6.41 ---
Great-West SecureFoundation® Bal ET A LW -0.55 1.93 1.52 -2.01 6.41 ---
Invesco Moderate Allocation A LW -0.90 1.90 1.19 -4.29 4.05 4.84
Invesco Moderate Allocation A -0.90 1.90 1.19 -4.29 4.05 4.84
Schwab MarketTrack Balanced -0.53 1.89 1.45 -2.29 5.89 6.30
Calvert Balanced I -0.76 1.89 1.21 -3.03 7.20 7.89
Manning & Napier Pro-Blend Extnd Term R -1.11 1.87 1.97 -5.06 4.38 5.06
DFA Global Allocation 60/40 I -0.58 1.87 1.14 -3.10 5.41 5.46
Great-West SecureFoundation® Bal L -0.54 1.84 1.28 -1.99 6.15 6.38
Calvert Balanced Y -0.76 1.81 1.19 -3.19 6.91 ---
USAA Target Managed Allocation 0.84 1.80 2.67 --- --- ---
TETON Westwood Balanced I -0.44 1.77 0.96 -0.82 6.62 7.25
Invesco Moderate Allocation R -0.88 1.77 1.22 -4.45 3.82 4.58
DFA Global Allocation 60/40 R2 -0.58 1.76 1.09 -3.32 5.18 5.20
Perkins Value Plus Income I -0.55 1.72 1.53 -2.06 5.57 6.76
TETON Westwood Balanced AAA -0.44 1.71 0.90 -1.01 6.37 6.98
Calvert Balanced A Load Waived -0.80 1.70 1.11 -3.38 6.71 7.39
Calvert Balanced A -0.80 1.70 1.11 -3.38 6.71 7.39
Neiman Balanced Allocation C 2.80 1.69 2.98 -3.65 3.85 4.13
BlackRock 60/40 Target Allocation Inv C 2.06 1.69 2.89 -3.81 7.10 6.97
Madison Moderate Allocation A LW -0.64 1.68 0.93 -2.18 5.84 6.17
Madison Moderate Allocation A -0.64 1.68 0.93 -2.18 5.84 6.17
Russell LifePoints Balanced Strategy R1 -0.72 1.64 1.27 -3.61 5.07 4.80
Cavanal Hill Active Core Institutional -0.31 1.64 0.70 -1.40 6.46 6.83
SunAmerica Focused Balanced Strategy A -0.33 1.62 0.94 -4.63 5.64 5.33
SunAmerica Focused Balanced Strateg A LW -0.33 1.62 0.94 -4.63 5.64 5.33
Manning & Napier Pro-Blend Extnd Term C -1.14 1.62 1.83 -5.46 3.86 4.54
American Funds Balanced Portfolio R6 -0.61 1.62 1.32 -0.72 7.53 ---
Perkins Value Plus Income D -0.56 1.61 1.52 -2.12 5.48 6.64
Thrivent Balanced Income Plus S -1.08 1.58 1.32 -2.20 6.98 6.90
Perkins Value Plus Income T -0.66 1.57 1.50 -2.08 5.44 6.59
Perkins Value Plus Income A Load Waived -0.66 1.56 1.49 -2.23 5.33 6.49
Perkins Value Plus Income A -0.66 1.56 1.49 -2.23 5.33 6.49
JHancock Balanced R6 -0.84 1.56 1.68 -2.24 7.09 ---
Vanguard LifeStrategy Moderate Gr Inv -0.73 1.55 1.02 -2.00 6.53 6.45
TETON Westwood Balanced A Load Waived -0.52 1.54 0.83 -1.28 6.09 6.70
TETON Westwood Balanced A -0.52 1.54 0.83 -1.28 6.09 6.70
Russell LifePoints Balanced Strategy S -0.81 1.54 1.17 -3.75 4.91 4.65
JHancock Balanced R5 -0.83 1.54 1.66 -2.30 7.02 8.00
JHancock Balanced I -0.84 1.54 1.65 -2.36 6.98 7.96
Perkins Value Plus Income S -0.59 1.53 1.46 -2.08 5.31 6.40
Invesco Moderate Allocation C -0.92 1.53 1.01 -4.93 3.28 4.05
Invesco Moderate Allocation B -0.92 1.53 1.01 -4.92 3.31 4.07
Cavanal Hill Active Core A Load Waived -0.31 1.52 0.65 -1.64 6.17 6.54
Cavanal Hill Active Core A -0.31 1.52 0.65 -1.64 6.17 6.54
Cavanal Hill Active Core Investor -0.31 1.51 0.64 -1.46 6.25 6.60
American Funds Balanced Portfolio R5E -0.67 1.51 1.26 --- --- ---
American Funds Balanced Portfolio R5 -0.63 1.51 1.30 -0.78 7.47 ---
American Funds Balanced Portfolio F2 -0.71 1.50 1.22 -0.84 7.43 ---
American Funds Balanced Portfolio 529F1 -0.65 1.46 1.28 -0.93 7.35 ---
Buffalo Flexible Income 0.56 1.45 1.83 -2.78 3.92 6.86
Russell LifePoints Balanced Strategy A -0.82 1.43 1.15 -3.83 4.73 4.42
Russell LifePoints Balanced Strateg A LW -0.82 1.43 1.15 -3.83 4.73 4.42
Fidelity Asset Manager® 50% -0.61 1.43 1.56 -2.57 5.94 5.69
Transamerica Partners Instl Balanced -0.92 1.42 1.05 -0.02 8.04 8.78
Eaton Vance Balanced I -0.31 1.42 0.91 0.22 9.50 ---
Transamerica Multi-Managed Balanced R6 -0.94 1.41 1.11 -0.19 --- ---
Russell LifePoints Balanced Strategy R4 -0.82 1.41 1.22 -3.89 4.78 4.53
Hartford Balanced HLS IA -1.10 1.39 0.86 -1.10 7.84 8.78
American Funds Balanced Portfolio R4 -0.69 1.39 1.24 -1.05 7.19 ---
American Funds Balanced Portfolio F1 -0.69 1.39 1.24 -1.06 7.15 ---
Russell LifePoints Balanced Strategy E -0.81 1.38 1.10 -3.98 4.67 4.37
JHancock Balanced R4 -0.89 1.38 1.61 -2.50 6.78 7.75
American Funds Balanced Portfolio A LW -0.70 1.38 1.24 -1.02 7.21 ---
American Funds Balanced Portfolio A -0.70 1.38 1.24 -1.02 7.21 ---
Fidelity Advisor Asset Manager® 50% I -0.61 1.36 1.48 -2.61 5.88 5.63
American Funds Balanced Portfolio 529A -0.63 1.36 1.22 -1.13 7.12 ---
American Funds Balanced Portfolio 529 LW -0.63 1.36 1.22 -1.13 7.12 ---
Sextant Core -1.31 1.35 1.81 -3.04 3.88 3.76
Russell LifePoints Balanced Strategy R5 -0.81 1.35 1.16 -4.15 4.51 4.27
VALIC Company II Moderate Gr Lifestyle -1.12 1.34 1.70 -3.38 6.12 6.46
JHancock Balanced A Load Waived -0.84 1.34 1.58 -2.67 6.62 7.58
JHancock Balanced A -0.84 1.34 1.58 -2.67 6.62 7.58
SunAmerica Focused Balanced Strategy C -0.40 1.31 0.84 -5.19 4.96 4.64
Calvert Balanced C -0.90 1.31 0.88 -4.17 5.86 6.52
Transamerica Multi-Mgd Balanced I -0.94 1.30 1.04 -0.36 7.85 8.54
Thrivent Balanced Income Plus A LW -1.16 1.30 1.21 -2.67 6.54 6.44
Thrivent Balanced Income Plus A -1.16 1.30 1.21 -2.67 6.54 6.44
Fidelity Advisor Asset Manager® 50% A LW -0.62 1.30 1.49 -2.82 5.61 5.36
Fidelity Advisor Asset Manager® 50% A -0.62 1.30 1.49 -2.82 5.61 5.36
Eaton Vance Balanced A Load Waived -0.37 1.30 0.85 -0.02 9.24 8.92
Eaton Vance Balanced A -0.37 1.30 0.85 -0.02 9.24 8.92
Sentinel Balanced I -1.15 1.29 0.87 -0.58 6.69 7.83
QS Conservative Growth I -0.40 1.27 1.27 -2.74 --- ---
JHancock Balanced R2 -0.89 1.27 1.50 -2.80 6.60 ---
Transamerica Partners Balanced -0.90 1.26 0.99 -0.38 7.65 8.40
Hartford Balanced HLS IB -1.12 1.26 0.77 -1.36 7.56 8.51
American Funds Balanced Portfolio 529E -0.69 1.26 1.09 -1.41 6.84 ---
American Funds Balanced Portfolio R3 -0.69 1.25 1.17 -1.35 6.84 ---
Alger Balanced I-2 -0.68 1.25 0.97 -0.02 7.65 6.40
SunAmerica Focused Balanced Strategy B -0.40 1.24 0.76 -5.23 4.93 4.61
Prudential Balanced Z -0.71 1.24 0.54 -0.18 8.29 8.57
Perkins Value Plus Income C -0.72 1.24 1.29 -2.92 4.57 5.80
TETON Westwood Balanced C -0.51 1.23 0.71 -1.80 5.56 6.18
JHancock Balanced R3 -0.89 1.23 1.52 -2.89 6.37 7.35
Nationwide Inv Dest Mod I -1.02 1.22 1.13 -3.26 5.16 5.78
Madison Moderate Allocation C -0.74 1.22 0.65 -2.88 5.03 5.37
Madison Moderate Allocation B -0.74 1.22 0.65 -2.97 5.01 5.38
Sentinel Balanced A Load Waived -1.20 1.21 0.81 -0.80 6.43 7.64
Sentinel Balanced A -1.20 1.21 0.81 -0.80 6.43 7.64
American Century Balanced Instl -0.87 1.21 0.84 -2.55 6.59 7.87
American Funds Balanced Portfolio R2E -0.73 1.20 1.13 -1.24 --- ---
Great-West Moderate Profile II Instl -1.16 1.19 1.19 -2.22 --- ---
Roumell Opportunistic Value Instl -0.44 1.18 3.47 -18.90 -8.70 -3.54
Nationwide Inv Dest Mod Instl Svc -1.02 1.18 1.02 -3.37 --- ---
Transamerica Multi-Mgd Balanced A LW -0.98 1.16 0.99 -0.64 7.52 8.14
Transamerica Multi-Mgd Balanced A -0.98 1.16 0.99 -0.64 7.52 8.14
Fidelity Income Replacement 2028 -0.78 1.15 1.41 -2.15 5.72 5.93
Fidelity Advisor Income Repl 2028 I -0.78 1.15 1.41 -2.15 5.72 5.93
Lord Abbett Multi-Asset Balanced Opp R5 -1.18 1.14 1.67 --- --- ---
JHancock Balanced R1 -0.89 1.14 1.43 -3.00 6.25 7.24
QS Conservative Growth A Load Waived -0.47 1.13 1.21 -2.95 4.94 5.79
QS Conservative Growth A -0.47 1.13 1.21 -2.95 4.94 5.79
Prudential Balanced A Load Waived -0.71 1.13 0.47 -0.48 7.96 8.25
Prudential Balanced A -0.71 1.13 0.47 -0.48 7.96 8.25
Fairholme Allocation 3.59 1.13 8.74 -14.39 -0.79 4.05
Cavanal Hill Active Core C -0.39 1.12 0.49 -2.37 --- ---
Nationwide Inv Dest Mod A Load Waived -1.02 1.11 1.02 -3.54 4.80 5.44
Nationwide Inv Dest Mod A -1.02 1.11 1.02 -3.54 4.80 5.44
George Putnam Balanced R6 -0.76 1.11 1.60 -2.52 --- ---
Voya Retirement Moderate Growth Port I -0.93 1.10 0.78 -3.24 6.03 6.25
Lord Abbett Multi-Asset Balanced Opp F -1.18 1.10 1.64 -7.22 4.66 5.65
Fidelity Advisor Asset Manager® 50% T -0.68 1.10 1.42 -3.11 5.34 5.09
Nationwide Inv Dest Mod Svc -1.04 1.09 1.01 -3.59 4.76 5.39
Timothy Plan Strategic Growth A LW -0.12 1.08 1.68 -6.52 3.70 3.57
Timothy Plan Strategic Growth A -0.12 1.08 1.68 -6.52 3.70 3.57
Thrivent Moderate Allocation S -1.06 1.08 1.33 -2.74 6.06 5.99
George Putnam Balanced R5 -0.76 1.08 1.60 -2.61 --- ---
Columbia Balanced Y -1.42 1.08 0.73 -0.29 8.94 ---
Nuveen Strategy Balanced Allc I -0.61 1.07 1.59 -3.09 6.14 5.94
American Funds Balanced Portfolio C -0.72 1.07 1.07 -1.78 6.39 ---
Praxis Genesis Balanced A Load Waived -0.76 1.06 1.37 -3.35 5.35 5.48
Praxis Genesis Balanced A -0.76 1.06 1.37 -3.35 5.35 5.48
Lord Abbett Multi-Asset Balanced Opp R6 -1.17 1.06 1.58 --- --- ---
George Putnam Balanced Y -0.77 1.06 1.59 -2.62 7.12 8.10
American Funds Balanced Portfolio R2 -0.72 1.06 1.06 -1.77 6.34 ---
American Century Balanced Inv -0.87 1.06 0.73 -2.75 6.36 7.64
Victory CEMP Multi-Asset Balanced A LW -1.49 1.05 -0.09 -4.45 2.95 1.77
Victory CEMP Multi-Asset Balanced A -1.49 1.05 -0.09 -4.45 2.95 1.77
Lord Abbett Multi-Asset Balanced Opp I -1.18 1.05 1.67 -7.13 4.76 5.75
Russell LifePoints Balanced Strategy C -0.93 1.04 0.94 -4.58 3.93 3.63
Roumell Opportunistic Value A LW -0.44 1.04 3.35 -19.09 -8.89 -3.76
Roumell Opportunistic Value A -0.44 1.04 3.35 -19.09 -8.89 -3.76
Prudential Balanced R -0.76 1.04 0.42 -0.62 7.76 8.03
Lord Abbett Multi-Asset Balanced Opp R4 -1.19 1.04 1.61 --- --- ---
Columbia Balanced R5 -1.41 1.04 0.72 -0.34 8.88 9.51
American Funds Balanced Portfolio R1 -0.73 1.04 1.05 -1.78 6.35 ---
American Funds Balanced Portfolio B -0.70 1.04 1.00 -1.83 6.37 ---
Great-West Moderate Profile II L -1.11 1.03 1.03 -2.77 5.80 ---
American Funds Balanced Portfolio 529B -0.69 1.03 1.01 -1.85 6.29 ---
State Farm Equity & Bond R3 -0.27 1.02 0.64 -0.80 8.37 8.25
Great-West Moderate Profile I Init -1.13 1.02 1.02 -2.71 5.90 6.23
Fidelity Advisor Income Repl 2028 A LW -0.80 1.02 1.35 -2.39 5.46 5.66
Fidelity Advisor Income Repl 2028 A -0.80 1.02 1.35 -2.39 5.46 5.66
State Farm Equity & Bond Instl -0.36 1.01 0.64 -0.82 8.42 8.32
Nuveen Strategy Balanced Allc A LW -0.61 1.01 1.53 -3.32 5.89 5.68
Nuveen Strategy Balanced Allc A -0.61 1.01 1.53 -3.32 5.89 5.68
Great-West Moderate Profile II Init -1.27 1.01 1.01 -2.53 6.04 6.37
QS Conservative Growth R -0.47 1.00 1.15 -3.31 --- ---
Nationwide Inv Dest Mod R -1.02 1.00 0.96 -3.80 4.50 5.12
JHancock Balanced B -0.95 1.00 1.35 -3.37 5.88 6.83
Columbia Balanced Z -1.44 0.99 0.67 -0.44 8.74 9.38
Eaton Vance Balanced C -0.41 0.98 0.56 -0.78 8.42 8.08
Columbia Balanced R4 -1.43 0.98 0.69 -0.44 8.76 ---
Osterweis Strategic Investment -0.51 0.97 2.27 -8.98 4.66 7.02
Fidelity Income Replacement 2030 -0.91 0.96 1.36 -2.46 5.84 6.06
Fidelity Advisor Income Repl 2030 I -0.91 0.96 1.34 -2.48 5.83 6.06
SEI Aggressive Strategy A (SAAT) -0.88 0.95 1.28 -7.12 5.51 6.17
Lord Abbett Multi-Asset Balanced Opp A -1.20 0.95 1.60 -7.43 4.48 5.49
Lord Abbett Multi-Asset Balanced Op A LW -1.20 0.95 1.60 -7.43 4.48 5.49
JHancock Balanced C -0.95 0.95 1.35 -3.37 5.88 6.82
Hartford Balanced Y -1.33 0.94 0.65 -1.84 7.68 8.53
Hartford Balanced I -1.30 0.94 0.69 -1.92 --- ---
George Putnam Balanced A Load Waived -0.83 0.94 1.47 -2.87 6.86 7.83
George Putnam Balanced A -0.83 0.94 1.47 -2.87 6.86 7.83
American Funds Balanced Portfolio 529C -0.74 0.94 0.96 -1.93 6.28 ---
State Farm Equity & Bond R2 -0.27 0.93 0.65 -1.10 8.04 7.93
Hartford Balanced R5 -1.33 0.93 0.68 -1.86 7.64 8.48
Vantagepoint Model Port Tradtnl Gr TM -1.11 0.92 1.09 -4.22 5.47 ---
State Farm Equity & Bond A Load Waived -0.36 0.92 0.64 -1.05 8.15 8.04
State Farm Equity & Bond A -0.36 0.92 0.64 -1.05 8.15 8.04
Principal SAM Balanced Inst -0.96 0.92 1.13 -3.09 6.40 6.86
Thrivent Moderate Allocation A LW -1.15 0.91 1.25 -3.11 5.71 5.62
Thrivent Moderate Allocation A -1.15 0.91 1.25 -3.11 5.71 5.62
State Farm Equity & Bond Premier LW -0.27 0.91 0.72 -0.97 8.19 8.06
State Farm Equity & Bond Premier -0.27 0.91 0.72 -0.97 8.19 8.06
Columbia Balanced K -1.45 0.91 0.66 -0.59 8.59 9.21
USAA Cornerstone Moderate -0.36 0.90 1.34 -5.16 3.46 3.46
Fidelity Advisor Income Repl 2028 T -0.81 0.90 1.29 -2.63 5.20 5.40
Eaton Vance Balanced B -0.45 0.90 0.64 -0.83 8.40 8.08
Lord Abbett Multi-Asset Balanced Opp R2 -1.20 0.88 1.58 -7.65 4.15 5.13
Lord Abbett Multi-Asset Balanced Opp P -1.22 0.87 1.56 -7.56 4.28 5.30
Fidelity Advisor Asset Manager® 50% C -0.74 0.87 1.25 -3.64 4.80 4.57
Voya Retirement Moderate Growth Port A -1.00 0.86 0.70 -3.66 5.61 5.83
Columbia Balanced A Load Waived -1.47 0.86 0.60 -0.69 8.47 9.11
Columbia Balanced A -1.47 0.86 0.60 -0.69 8.47 9.11
Lord Abbett Multi-Asset Balanced Opp R3 -1.21 0.85 1.55 -7.58 4.24 5.23
Sentinel Balanced C -1.27 0.84 0.63 -1.52 5.62 6.79
George Putnam Balanced R -0.82 0.84 1.48 -3.12 6.57 7.55
Fidelity Advisor Income Repl 2030 A LW -0.93 0.84 1.30 -2.71 5.57 5.79
Fidelity Advisor Income Repl 2030 A -0.93 0.84 1.30 -2.71 5.57 5.79
Fidelity Advisor Asset Manager® 50% B -0.74 0.84 1.22 -3.62 4.82 4.57
Transamerica Multi-Mgd Balanced C -1.00 0.83 0.83 -1.29 6.80 7.46
SEI Aggressive Strategy I (SAAT) -0.91 0.83 1.16 -7.40 5.23 5.90
Dreyfus Moderate Allocation -1.07 0.83 1.02 -3.31 5.19 4.93
Principal SAM Balanced J -0.98 0.82 1.11 -3.29 6.11 6.53
QS Conservative Growth C -0.52 0.81 1.03 -3.64 4.20 5.03
Hennessy Equity and Income Institutional -0.67 0.81 1.36 -2.32 6.17 7.88
Fidelity Income Replacement 2032 -1.01 0.81 1.30 -2.74 5.95 6.17
Fidelity Advisor Income Repl 2032 I -1.01 0.81 1.30 -2.74 5.95 6.17
Principal SAM Balanced P -0.96 0.80 1.09 --- --- ---
Pax Balanced Institutional -1.32 0.79 1.02 -1.26 7.27 6.30
Hartford Balanced R4 -1.38 0.77 0.57 -2.17 7.31 8.15
Columbia Balanced R -1.45 0.77 0.57 -0.91 8.23 8.85
Prudential Balanced C -0.81 0.76 0.29 -1.18 7.21 7.49
Prudential Balanced B -0.81 0.76 0.29 -1.18 7.21 7.49
Hartford Balanced A Load Waived -1.35 0.76 0.56 -2.22 7.25 8.08
Hartford Balanced A -1.35 0.76 0.56 -2.22 7.25 8.08
Fidelity Asset Manager® 60% -1.02 0.76 1.33 -3.87 6.35 6.13
Fidelity Advisor Asset Manager® 60% I -0.93 0.76 1.33 -3.91 6.32 6.06
Nuveen Strategy Balanced Allc R3 -0.62 0.75 1.38 -3.64 5.58 5.41
Nationwide Inv Dest Mod C -1.03 0.75 0.83 -4.22 4.05 4.71
Voya Balanced Port I -1.06 0.74 1.31 -3.96 6.13 6.12
Vantagepoint Model Port Tradtnl Gr Inv M -1.15 0.74 1.01 -4.48 5.20 5.66
State Farm Equity & Bond R1 -0.37 0.74 0.56 -1.29 7.84 7.71
State Farm Equity & Bond B Legacy -0.36 0.72 0.54 -1.38 7.75 7.61
Principal SAM Balanced R5 -1.03 0.72 1.00 -3.42 6.11 6.57
Fidelity Advisor Income Repl 2030 T -0.94 0.72 1.24 -2.96 5.31 5.54
George Putnam Balanced M -0.78 0.71 1.43 -3.34 6.32 7.30
Dreyfus Balanced Opportunity J -1.83 0.71 1.64 -2.37 7.13 7.50
Dreyfus Balanced Opportunity I -1.83 0.71 1.64 -2.32 7.12 7.53
Victory CEMP Multi-Asset Balanced C -1.53 0.68 -0.29 -5.17 2.15 1.09
TIAA-CREF Managed Allc Inst -1.22 0.68 1.08 -3.33 6.54 6.88
Principal SAM Balanced R4 -1.03 0.68 1.04 -3.48 5.98 6.44
Principal SAM Balanced A Load Waived -1.09 0.68 0.96 -3.45 6.01 6.46
Principal SAM Balanced A -1.09 0.68 0.96 -3.45 6.01 6.46
Fidelity Advisor Income Repl 2034 I -1.11 0.68 1.26 -2.97 6.01 6.25
Fidelity Advisor Income Repl 2032 A LW -1.03 0.68 1.24 -2.98 5.69 5.91
Fidelity Advisor Income Repl 2032 A -1.03 0.68 1.24 -2.98 5.69 5.91
Fidelity Advisor Income Repl 2028 C -0.85 0.67 1.17 -3.11 4.68 4.87
Voya Balanced Port S -1.00 0.66 1.32 -4.19 5.87 5.86
MassMutual Premier Balanced I -0.83 0.66 0.28 -2.68 --- ---
Hennessy Equity and Income Investor -0.64 0.66 1.25 -2.71 5.85 7.57
Hartford Balanced R3 -1.38 0.66 0.51 -2.46 6.99 7.83
Fidelity Income Replacement 2034 -1.11 0.66 1.25 -2.99 6.01 6.24
Fidelity Advisor Asset Manager® 60% A LW -1.03 0.66 1.24 -4.20 6.04 5.78
Fidelity Advisor Asset Manager® 60% A -1.03 0.66 1.24 -4.20 6.04 5.78
Dreyfus Balanced Opportunity Z -1.84 0.66 1.59 -2.47 7.04 7.35
Transamerica Multi-Mgd Balanced B -1.07 0.65 0.73 -1.59 6.51 7.17
Lord Abbett Multi-Asset Balanced Opp C -1.26 0.65 1.43 -8.06 3.72 4.72
Pax Balanced Individual Investor -1.36 0.64 0.91 -1.57 6.99 6.03
Even Keel Multi-Asset Managed Risk I -1.09 0.64 0.28 -6.34 2.49 ---
George Putnam Balanced B -0.84 0.63 1.37 -3.59 6.06 7.03
RiverFront Moderate Growth & Income I -0.81 0.61 1.63 -3.24 5.42 5.16
Dreyfus Balanced Opportunity A LW -1.83 0.61 1.59 -2.59 6.87 7.27
Dreyfus Balanced Opportunity A -1.83 0.61 1.59 -2.59 6.87 7.27
George Putnam Balanced C -0.83 0.58 1.36 -3.59 6.06 7.04
SEI Aggressive Strategy D (SAAT) -0.97 0.57 0.99 -7.85 4.70 5.32
RiverFront Moderate Growth & Income A LW -0.81 0.57 1.59 -3.41 5.21 4.91
RiverFront Moderate Growth & Income A -0.81 0.57 1.59 -3.41 5.21 4.91
Principal SAM Balanced R3 -1.10 0.57 0.93 -3.72 5.78 6.24
Fidelity Advisor Asset Manager® 60% T -1.03 0.57 1.25 -4.37 5.74 5.53
American Century Strat Allc: Mod R6 -1.45 0.57 0.89 -4.26 --- ---
TIAA-CREF Managed Allc Retail -1.28 0.56 1.01 -3.54 6.26 6.62
MassMutual RetireSMART Mod I -1.10 0.56 1.01 -4.37 --- ---
MassMutual Premier Balanced R5 -0.83 0.56 0.28 -2.88 6.37 7.30
MassMutual Premier Balanced Adm -0.83 0.56 0.28 -3.04 6.15 7.04
JHancock Lifestyle Balanced 1 -1.04 0.56 1.35 -4.60 5.42 5.73
Fidelity Advisor Income Repl 2034 A LW -1.13 0.56 1.19 -3.21 5.75 5.98
Fidelity Advisor Income Repl 2034 A -1.13 0.56 1.19 -3.21 5.75 5.98
Fidelity Advisor Income Repl 2032 T -1.05 0.56 1.17 -3.23 5.42 5.64
State Farm Equity & Bond B -0.36 0.55 0.46 -1.67 7.50 7.36
JHancock Lifestyle Balanced R5 -1.04 0.55 1.33 -4.61 5.39 5.68
Fidelity Advisor Income Repl 2036 I -1.19 0.55 1.22 -3.16 6.13 6.36
Principal SAM Balanced R2 -1.04 0.54 0.96 -3.83 5.60 6.05
MassMutual Premier Balanced Svc -0.80 0.54 0.27 -2.92 6.29 7.17
Roumell Opportunistic Value C -0.69 0.53 3.06 -19.71 --- ---
Lord Abbett Multi-Asset Balanced Opp B -1.35 0.53 1.31 -8.15 3.69 4.69
Fidelity Income Replacement 2036 -1.19 0.53 1.20 -3.19 6.09 6.34
PNC Balanced Allocation T -0.94 0.52 0.76 -2.29 --- ---
Pax Balanced Retirement -1.37 0.52 0.89 -1.75 6.75 5.78
Nuveen Strategy Balanced Allc C -0.72 0.52 1.26 -4.15 5.07 4.87
First Investors Total Return Instl -0.54 0.52 0.74 -4.12 5.94 ---
First Investors Total Return Adv -0.54 0.52 0.74 -4.14 5.84 ---
Columbia Balanced C -1.50 0.52 0.45 -1.41 7.68 8.31
Columbia Balanced B -1.50 0.52 0.45 -1.41 7.66 8.29
JHancock Lifestyle Balanced R6 -1.11 0.50 1.29 -4.61 5.46 ---
JHancock Lifestyle Balanced 5 -1.11 0.50 1.29 -4.61 5.47 5.78
American Century Strat Allc: Mod Instl -1.36 0.50 0.97 -4.25 5.86 6.38
TIAA-CREF Lifestyle Moderate Instl -1.36 0.49 1.09 -3.65 6.44 ---
American Beacon Balanced Instl -1.59 0.49 0.41 -5.69 5.57 7.86
MassMutual Premier Balanced R4 -0.86 0.48 0.19 -3.20 --- ---
JHancock Lifestyle Balanced I -1.11 0.48 1.33 -4.72 --- ---
TIAA-CREF Managed Allc R -1.29 0.47 1.01 -3.55 6.25 6.62
TIAA-CREF Lifestyle Moderate Advisor -1.28 0.46 1.09 --- --- ---
Fidelity Advisor Income Repl 2030 C -1.00 0.46 1.09 -3.44 4.78 5.00
Even Keel Multi-Asset Managed Risk F -1.18 0.46 0.09 -6.66 --- ---
TIAA-CREF Lifestyle Moderate Premier -1.38 0.45 1.07 -3.73 6.29 ---
PNC Balanced Allocation I -0.94 0.45 0.77 -2.75 5.99 6.60
MassMutual RetireSMART Moderate R5 -1.10 0.45 0.89 -4.55 4.63 5.18
Hartford Balanced C -1.45 0.45 0.40 -2.90 6.50 7.31
MassMutual RetireSMART Moderate Svc -1.09 0.44 0.89 -4.63 4.55 5.14
JHancock Lifestyle Balanced R4 -1.11 0.44 1.29 -4.86 5.17 5.45
American Century Strat Allc: Mod A LW -1.27 0.44 0.92 -4.69 5.42 5.90
American Century Strat Allc: Mod A -1.27 0.44 0.92 -4.69 5.42 5.90
Principal SAM Balanced R1 -1.10 0.43 0.85 -3.98 5.44 5.91
Fidelity Advisor Income Repl 2034 T -1.15 0.43 1.12 -3.46 5.48 5.71
American Beacon Balanced Y -1.62 0.43 0.37 -5.79 5.45 7.75
Fidelity Advisor Income Repl 2038 I -1.27 0.42 1.16 -3.41 6.18 6.43
Fidelity Advisor Income Repl 2036 A LW -1.21 0.42 1.14 -3.43 5.83 6.07
Fidelity Advisor Income Repl 2036 A -1.21 0.42 1.14 -3.43 5.83 6.07
Dodge & Cox Balanced -1.67 0.42 0.85 -5.01 7.39 9.15
American Century One Choice Mod Inv -1.36 0.42 0.80 -4.40 5.95 6.46
Voya Strategic Allocation Mod Port I -0.88 0.41 1.37 -3.69 6.50 6.49
Delaware Foundation Moderate Allc I -0.68 0.41 1.46 -4.01 5.28 5.17
Pacific Financial Dynamic Allc Instl -0.69 0.40 0.90 --- --- ---
JHancock Lifestyle Balanced A LW -1.10 0.40 1.25 -4.93 5.05 5.32
JHancock Lifestyle Balanced A -1.10 0.40 1.25 -4.93 5.05 5.32
Fidelity Income Replacement 2038 -1.29 0.40 1.16 -3.42 6.18 6.43
Fidelity Advisor® Balanced Z -1.28 0.40 1.27 -2.88 --- ---
American Century Strat Allc: Mod Inv -1.30 0.40 0.88 -4.45 5.65 6.17
PNC Balanced Allocation A Load Waived -0.94 0.39 0.70 -2.94 5.72 6.34
PNC Balanced Allocation A -0.94 0.39 0.70 -2.94 5.72 6.34
T. Rowe Price Personal Strat Bal -1.23 0.38 0.82 -3.64 6.80 7.14
MassMutual Premier Balanced A LW -0.85 0.38 0.19 -3.27 5.89 6.78
MassMutual Premier Balanced A -0.85 0.38 0.19 -3.27 5.89 6.78
Fidelity® Balanced K -1.21 0.38 1.33 -2.89 8.65 8.65
JPMorgan Investor Balanced Select -1.12 0.37 0.65 -3.03 5.62 5.88
Even Keel Multi-Asset Managed Risk A LW -1.18 0.37 0.18 -6.62 --- ---
Even Keel Multi-Asset Managed Risk A -1.18 0.37 0.18 -6.62 --- ---
TIAA-CREF Lifestyle Moderate Retail -1.35 0.36 1.02 -3.90 6.17 ---
Fidelity® Balanced -1.21 0.36 1.36 -2.98 8.54 8.55
Fidelity Advisor® Balanced I -1.28 0.35 1.28 -2.98 8.43 8.42
MassMutual RetireSMART Moderate Admin -1.09 0.33 0.89 -4.69 4.43 5.03
MassMutual RetireSMART Mod R4 -1.10 0.33 0.78 -4.89 --- ---
Hartford Balanced B -1.45 0.32 0.32 -3.09 6.32 7.15
Fidelity Advisor Income Repl 2032 C -1.10 0.32 1.04 -3.72 4.90 5.11
JHancock Lifestyle Balanced R2 -1.11 0.31 1.16 -5.11 4.88 ---
American Beacon Balanced Inv -1.64 0.31 0.31 -6.00 5.22 7.51
Principal SAM Balanced C -1.10 0.30 0.80 -4.19 5.22 5.68
First Investors Total Return A LW -0.60 0.30 0.63 -4.55 5.52 6.99
First Investors Total Return A -0.60 0.30 0.63 -4.55 5.52 6.99
Delaware Foundation Moderate Allc A LW -0.73 0.30 1.41 -4.32 5.00 4.90
Delaware Foundation Moderate Allc A -0.73 0.30 1.41 -4.32 5.00 4.90
AB Balance Wealth Strategy I -1.12 0.30 0.76 -5.11 5.39 4.84
AB Balance Wealth Strategy Advisor -1.12 0.30 0.76 -5.07 5.42 4.87
TIAA-CREF Lifestyle Moderate Retirement -1.43 0.29 1.02 -3.87 6.16 ---
MassMutual Premier Balanced R3 -0.96 0.29 0.10 -3.42 --- ---
Highland Total Return Y -1.55 0.29 1.11 -3.48 5.31 5.09
Fidelity Advisor Income Repl 2038 A LW -1.30 0.29 1.10 -3.66 5.92 6.17
Fidelity Advisor Income Repl 2038 A -1.30 0.29 1.10 -3.66 5.92 6.17
Fidelity Advisor Income Repl 2036 T -1.23 0.29 1.06 -3.68 5.57 5.81
Fidelity Advisor Asset Manager® 60% C -1.04 0.29 1.06 -4.88 5.22 4.99
Fidelity Income Replacement 2040 -1.36 0.28 1.11 -3.64 6.31 6.58
Fidelity Advisor Income Repl 2040 I -1.36 0.28 1.11 -3.64 6.31 6.58
Fidelity Advisor Asset Manager® 60% B -1.02 0.28 1.14 -4.92 5.21 4.97
American Beacon Balanced A Load Waived -1.65 0.28 0.29 -6.07 5.11 7.36
American Beacon Balanced A -1.65 0.28 0.29 -6.07 5.11 7.36
AMG Chicago Equity Partners Bal Instl -0.07 0.27 1.21 -1.62 8.03 8.19
Hartford Checks and Balances R5 -1.34 0.26 0.90 -2.62 7.53 8.24
AMG Chicago Equity Partners Bal Svc -0.07 0.25 1.19 -1.71 7.96 ---
Transamerica Asset Allc Mod Gr I -1.32 0.24 0.87 -4.15 6.52 6.36
JPMorgan Investor Balanced A LW -1.12 0.24 0.59 -3.23 5.37 5.63
JPMorgan Investor Balanced A -1.12 0.24 0.59 -3.23 5.37 5.63
American Century One Choice Mod R -1.36 0.24 0.73 -4.83 --- ---
Voya Strategic Allocation Mod Port S -1.04 0.23 1.19 -4.03 6.22 6.21
Pacific Funds Port Optim Mod Adv -1.29 0.23 0.93 -3.95 4.72 ---
American Beacon Balanced Adv -1.66 0.23 0.27 -6.17 5.04 7.34
SA Worldwide Moderate Growth -0.75 0.22 0.65 --- --- ---
MassMutual RetireSMART Moderate A LW -1.20 0.22 0.78 -4.97 4.16 4.77
MassMutual RetireSMART Moderate A -1.20 0.22 0.78 -4.97 4.16 4.77
MassMutual RetireSMART Mod R3 -1.10 0.22 0.78 -5.05 --- ---
BMO Balanced Allocation I -1.22 0.22 1.02 -5.26 --- ---
Vanguard STAR Inv -1.45 0.20 0.89 -3.48 6.99 7.26
JHancock Lifestyle Balanced R3 -1.18 0.20 1.19 -5.26 4.72 5.04
Fidelity Advisor® Balanced A LW -1.30 0.20 1.20 -3.26 8.16 8.13
Fidelity Advisor® Balanced A -1.30 0.20 1.20 -3.26 8.16 8.13
Dreyfus Balanced Opportunity C -1.93 0.20 1.33 -3.36 6.05 6.45
Highland Total Return A Load Waived -1.53 0.19 1.03 -3.69 5.08 4.83
Highland Total Return A -1.53 0.19 1.03 -3.69 5.08 4.83
Fidelity Advisor Income Repl 2034 C -1.19 0.19 1.00 -3.95 4.95 5.19
RiverFront Moderate Growth & Income C -0.91 0.18 1.39 -4.17 4.39 4.12
JHancock Lifestyle Balanced R1 -1.18 0.18 1.10 -5.35 4.61 4.90
Even Keel Multi-Asset Managed Risk C -1.09 0.18 0.09 -7.21 --- ---
1919 Socially Responsive Balanced I -1.13 0.18 0.60 -3.37 6.22 7.00
Nuveen Strategy Growth Allocation I -1.21 0.17 1.24 -5.08 6.55 6.45
Delaware Foundation Moderate Allc R -0.81 0.16 1.34 -4.52 4.73 4.63
American Century Strat Allc: Mod R -1.39 0.16 0.80 -4.96 5.12 5.63
Hartford Checks and Balances I -1.34 0.15 0.89 -2.64 7.51 8.22
Fidelity Advisor Income Repl 2040 A LW -1.40 0.15 1.05 -3.89 6.03 6.32
Fidelity Advisor Income Repl 2040 A -1.40 0.15 1.05 -3.89 6.03 6.32
Fidelity Advisor Income Repl 2038 T -1.32 0.15 1.02 -3.90 5.65 5.90
AB Balance Wealth Strategy K -1.13 0.15 0.69 -5.40 5.05 4.49
AB Balance Wealth Strategy A LW -1.12 0.15 0.69 -5.36 5.12 4.57
AB Balance Wealth Strategy A -1.12 0.15 0.69 -5.36 5.12 4.57
VY® Invesco Equity and Income I -2.03 0.14 1.64 -4.82 6.53 8.01
Fidelity Income Replacement 2042 -1.46 0.14 1.07 -3.91 6.46 6.76
Fidelity Advisor Income Repl 2042 I -1.46 0.14 1.07 -3.90 6.47 6.76
AMG Chicago Equity Partners Bal Inv -0.13 0.14 1.16 -1.90 7.77 7.91
RidgeWorth Moderate Allocation Strat I -0.66 0.11 1.34 -3.59 5.87 5.65
BMO Balanced Allocation R6 -1.32 0.11 0.90 -5.22 --- ---
Voya Solution Balanced Port I -1.32 0.10 1.04 -3.80 6.36 6.28
Pacific Financial Dynamic Allc Inv -0.69 0.10 0.70 --- --- ---
Hartford Checks and Balances A LW -1.45 0.10 0.84 -2.98 7.24 7.94
Hartford Checks and Balances A -1.45 0.10 0.84 -2.98 7.24 7.94
Nuveen Strategy Growth Allocation A LW -1.21 0.09 1.15 -5.36 6.27 6.18
Nuveen Strategy Growth Allocation A -1.21 0.09 1.15 -5.36 6.27 6.18
Hartford Checks and Balances R4 -1.35 0.09 0.83 -2.94 7.18 7.90
Fidelity Advisor® Balanced T -1.34 0.09 1.13 -3.49 7.90 7.89
1919 Socially Responsive Balanced A LW -1.13 0.09 0.58 -3.56 5.97 6.71
1919 Socially Responsive Balanced A -1.13 0.09 0.58 -3.56 5.97 6.71
USAA Cornerstone Moderately Agrsv -0.79 0.08 0.89 -6.64 3.41 3.18
Transamerica Asset Allc Mod Gr A LW -1.40 0.08 0.79 -4.40 6.24 6.04
Transamerica Asset Allc Mod Gr A -1.40 0.08 0.79 -4.40 6.24 6.04
Pacific Funds Port Optim Mod A LW -1.30 0.08 0.86 -4.21 4.48 5.08
Pacific Funds Port Optim Mod A -1.30 0.08 0.86 -4.21 4.48 5.08
Fidelity Advisor Income Repl 2040 T -1.40 0.04 0.99 -4.12 5.78 6.05
Fidelity Advisor Income Repl 2036 C -1.28 0.03 0.94 -4.17 5.03 5.28
VY® Invesco Equity and Income S -2.05 0.02 1.58 -5.06 6.26 7.74
JHancock Lifestyle Balanced C -1.17 0.02 1.08 -5.63 4.27 4.56
JHancock Lifestyle Balanced B -1.17 0.02 1.08 -5.64 4.27 4.55
Invesco Equity and Income R6 -1.94 0.02 1.60 -4.91 6.79 ---
Columbia Capital Allocation Mod Agrsv Y -1.37 0.02 1.07 -3.85 6.81 ---
Fidelity Advisor Income Repl 2042 A LW -1.48 0.01 1.01 -4.15 6.19 6.49
Fidelity Advisor Income Repl 2042 A -1.48 0.01 1.01 -4.15 6.19 6.49
Wilmington Strategic Allc Mod Instl -0.87 0.00 0.88 -4.80 4.57 4.01
Voya Solution Balanced Port S -1.24 0.00 0.95 -4.05 6.09 6.01
Transamerica Asset Allc Mod Gr R -1.40 0.00 0.80 -4.60 6.01 5.82
RidgeWorth Moderate Allocation Strat A -0.66 0.00 1.23 -3.78 5.70 5.44
RidgeWorth Moderate Allocation Stra A LW -0.66 0.00 1.23 -3.78 5.70 5.44
Pioneer Classic Balanced K -0.80 0.00 0.45 --- --- ---
Pacific Funds Port Optim Mod R -1.30 0.00 0.78 -4.49 4.22 4.83
Nuveen Strategy Growth Allocation R3 -1.23 0.00 1.08 -5.55 5.99 5.90
BMO Balanced Allocation Y -1.33 0.00 0.90 -5.47 --- ---
American Century Strat Allc: Mod C -1.40 0.00 0.64 -5.49 4.59 5.09
PNC Balanced Allocation C -1.04 -0.01 0.48 -3.65 4.99 5.58
Pioneer Classic Balanced Y -0.69 -0.01 0.45 -3.47 7.50 7.50
Invesco Equity and Income R5 -2.07 -0.03 1.57 -5.01 6.69 8.24
New Covenant Balanced Growth -1.12 -0.04 0.57 -3.59 6.23 6.24
JPMorgan Investor Balanced C -1.21 -0.04 0.46 -3.78 4.79 5.07
VY® Invesco Equity and Income S2 -2.08 -0.05 1.55 -5.19 6.12 7.59
First Investors Total Return B -0.67 -0.06 0.45 -5.29 4.71 6.19
Invesco Equity and Income Y -1.99 -0.07 1.55 -5.08 6.61 8.15
Fidelity Advisor Income Repl 2038 C -1.36 -0.07 0.90 -4.37 5.12 5.37
Hartford Checks and Balances R3 -1.46 -0.08 0.66 -3.33 6.82 7.56
Delaware Foundation Moderate Allc C -0.83 -0.08 1.21 -5.05 4.21 4.09
Columbia Capital Allocation Mod Agrsv R5 -1.43 -0.08 0.96 -3.96 6.73 ---
AB Balance Wealth Strategy R -1.20 -0.08 0.54 -5.75 4.69 4.17
Fidelity Advisor Income Repl 2042 T -1.50 -0.09 0.95 -4.38 5.94 6.23
American Beacon Balanced C -1.72 -0.09 0.11 -6.79 4.33 6.58
VY® Invesco Equity and Income A -2.04 -0.10 1.54 -5.27 6.00 7.47
Columbia Capital Allocation Mod Agrsv Z -1.44 -0.10 0.94 -4.02 6.62 6.56
Columbia Capital Allocation Mod Agrsv R4 -1.43 -0.10 1.02 -3.98 6.67 ---
Wells Fargo Growth Balanced Admin -1.49 -0.11 0.66 -3.61 7.65 8.11
Voya Solution Balanced Port S2 -1.35 -0.11 0.96 -4.21 5.96 5.85
Voya Solution Balanced Port A -1.26 -0.11 0.97 -4.18 5.84 5.75
Tributary Balanced Instl Plus -0.84 -0.11 0.36 -4.02 7.54 ---
BMO Balanced Allocation R3 -1.33 -0.11 0.79 -5.82 --- ---
Pioneer Classic Balanced R -0.80 -0.12 0.45 --- --- ---
Pioneer Classic Balanced A Load Waived -0.81 -0.12 0.45 -3.78 7.20 7.20
Pioneer Classic Balanced A -0.81 -0.12 0.45 -3.78 7.20 7.20
Fidelity Advisor® Balanced C -1.37 -0.13 0.98 -3.97 7.33 7.32
Fidelity Advisor® Balanced B -1.35 -0.15 1.01 -4.03 7.27 7.25
Wilmington Strategic Allc Mod A LW -0.93 -0.16 0.82 -5.15 4.24 3.72
Wilmington Strategic Allc Mod A -0.93 -0.16 0.82 -5.15 4.24 3.72
Arrow DWA Balanced Institutional 0.41 -0.16 1.48 -5.37 4.27 ---
GE Instl Strategic Investment Inv -1.30 -0.17 0.71 -5.18 5.30 5.57
Tributary Balanced Instl -0.90 -0.18 0.30 -4.23 7.34 7.31
Oppenheimer Moderate Inv Y -1.22 -0.19 0.96 -4.50 5.60 5.41
HSBC World Selection Balanced Strat A LW -1.84 -0.19 0.19 -7.25 3.87 4.17
HSBC World Selection Balanced Strat A -1.84 -0.19 0.19 -7.25 3.87 4.17
Wells Fargo Growth Balanced A LW -1.49 -0.20 0.62 -3.81 7.40 7.85
Wells Fargo Growth Balanced A -1.49 -0.20 0.62 -3.81 7.40 7.85
Invesco Equity and Income A Load Waived -2.05 -0.20 1.49 -5.32 6.34 7.88
Invesco Equity and Income A -2.05 -0.20 1.49 -5.32 6.34 7.88
Fidelity Advisor Income Repl 2040 C -1.44 -0.20 0.87 -4.60 5.25 5.52
RidgeWorth Moderate Allocation Strat C -0.67 -0.22 1.13 -4.32 5.11 4.82
Nationwide Diverse Managers Instl Svc -0.92 -0.22 0.04 -6.23 --- ---
Highland Total Return C -1.64 -0.22 0.82 -4.43 4.27 4.04
Columbia Capital Allocation Mod Agrsv K -1.45 -0.22 0.90 -4.17 6.49 ---
Pacific Funds Port Optim Mod C -1.39 -0.23 0.71 -4.95 3.74 4.33
Pacific Funds Port Optim Mod B -1.39 -0.23 0.71 -4.95 3.73 4.34
Elfun Diversified -1.30 -0.23 0.75 -5.31 5.30 5.54
AB Balance Wealth Strategy C -1.21 -0.23 0.54 -6.07 4.35 3.81
AB Balance Wealth Strategy B -1.20 -0.23 0.54 -6.09 4.34 3.80
Transamerica Asset Allc Mod Gr C -1.48 -0.24 0.64 -5.12 5.50 5.31
Arrow DWA Balanced A Load Waived 0.41 -0.24 1.41 -5.62 4.02 3.51
Arrow DWA Balanced A 0.41 -0.24 1.41 -5.62 4.02 3.51
Columbia Capital Allocation Mod Agrsv T -1.44 -0.25 0.88 -4.26 6.38 6.26
Columbia Capital Allocation Mod Agrsv A -1.44 -0.25 0.88 -4.26 6.37 6.29
Columbia Capital Allocation Mod Agr A LW -1.44 -0.25 0.88 -4.26 6.37 6.29
JPMorgan Diversified Instl -1.34 -0.26 0.77 -4.79 6.54 7.05
GE Instl Strategic Investment Svc -1.31 -0.26 0.71 -5.39 5.05 5.31
Oppenheimer Moderate Inv A Load Waived -1.13 -0.29 0.96 -4.60 5.36 5.19
Oppenheimer Moderate Inv A -1.13 -0.29 0.96 -4.60 5.36 5.19
New Century Balanced -1.08 -0.29 1.10 -6.98 4.31 4.93
Hartford Checks and Balances C -1.46 -0.29 0.66 -3.64 6.42 7.13
1919 Socially Responsive Balanced C -1.24 -0.29 0.36 -4.33 5.19 5.96
1919 Socially Responsive Balanced B -1.21 -0.29 0.39 -4.18 5.03 5.66
Transamerica Asset Allc Mod Gr B -1.46 -0.31 0.63 -5.15 5.39 5.22
Invesco Equity and Income R -2.10 -0.31 1.42 -5.61 6.09 7.61
Franklin Moderate Allocation Advisor -1.37 -0.31 0.94 -5.38 4.92 4.57
Columbia Capital Allocation Mod Agrsv R -1.44 -0.31 0.82 -4.44 6.11 6.03
ASTON/Montag & Caldwell Balanced I -0.53 -0.31 -0.09 0.27 6.89 7.25
Transamerica Instl Asst Allc Interm Hrzn -1.07 -0.32 0.52 -4.27 5.19 5.37
JPMorgan Diversified Sel -1.34 -0.32 0.71 -5.01 6.30 6.80
T. Rowe Price Balanced I -1.80 -0.33 0.37 --- --- ---
Hartford Checks and Balances B -1.46 -0.33 0.62 -3.68 6.37 7.08
Fidelity Advisor Income Repl 2042 C -1.52 -0.33 0.83 -4.86 5.41 5.70
VALIC Company I Dynamic Allocation -1.13 -0.36 0.48 -6.18 3.65 ---
Nuveen Strategy Growth Allocation C -1.34 -0.36 0.91 -6.06 5.44 5.38
Oppenheimer Moderate Inv R -1.14 -0.38 0.87 -4.91 5.10 4.90
Franklin Moderate Allocation A LW -1.37 -0.38 0.94 -5.57 4.67 4.32
Franklin Moderate Allocation A -1.37 -0.38 0.94 -5.57 4.67 4.32
Federated MDT Balanced Instl 0.00 -0.38 0.25 -5.51 6.88 7.16
ASTON/Montag & Caldwell Balanced N -0.51 -0.39 -0.12 0.18 6.78 7.12
T. Rowe Price Balanced -1.85 -0.42 0.33 -4.22 6.87 7.32
JPMorgan Diversified A Load Waived -1.34 -0.45 0.65 -5.28 6.02 6.53
JPMorgan Diversified A -1.34 -0.45 0.65 -5.28 6.02 6.53
Transamerica Asset Allc Interm Horizon -1.03 -0.46 0.44 -4.59 4.85 5.04
Pioneer Classic Balanced C -0.92 -0.46 0.23 -4.50 6.35 6.32
Invesco Equity and Income C -2.07 -0.48 1.42 -5.96 5.58 7.10
Invesco Equity and Income B -1.98 -0.48 1.43 -5.99 5.60 7.23
BNY Mellon Asset Allocation M -1.42 -0.49 0.40 -5.72 5.65 4.67
Federated MDT Balanced A Load Waived 0.00 -0.51 0.19 -5.70 6.61 6.89
Federated MDT Balanced A 0.00 -0.51 0.19 -5.70 6.61 6.89
Franklin Moderate Allocation R -1.37 -0.52 0.80 -5.83 4.40 4.05
Calvert Moderate Allocation A LW -1.62 -0.54 0.11 -5.23 5.88 6.43
Calvert Moderate Allocation A -1.62 -0.54 0.11 -5.23 5.88 6.43
MainStay Moderate Allocation I -1.43 -0.56 0.73 -5.64 5.17 6.57
Wells Fargo Growth Balanced B -1.58 -0.57 0.40 -4.57 6.58 7.03
BlackRock Balanced Capital Instl -1.30 -0.57 -0.04 -2.14 8.35 7.81
Wells Fargo Growth Balanced C -1.56 -0.58 0.41 -4.54 6.60 7.04
Oppenheimer Moderate Inv C -1.16 -0.58 0.79 -5.34 4.58 4.39
Putnam Dynamic Asset Allocation Bal R6 -1.29 -0.59 0.64 -3.87 7.80 ---
Sit Balanced -1.28 -0.60 -0.60 -1.64 7.63 7.81
Columbia Capital Allocation Mod Agrsv C -1.52 -0.60 0.69 -4.94 5.57 5.51
Columbia Capital Allocation Mod Agrsv B -1.55 -0.61 0.70 -5.02 5.57 5.48
Putnam Dynamic Asset Allocation Bal R5 -1.24 -0.63 0.61 -3.95 7.70 ---
Rx Tactical Rotation Institutional -0.21 -0.64 1.42 --- --- ---
MainStay Moderate Allocation A LW -1.44 -0.65 0.74 -5.78 4.91 6.31
MainStay Moderate Allocation A -1.44 -0.65 0.74 -5.78 4.91 6.31
HSBC World Selection Balanced Strat C -1.93 -0.65 0.00 -7.98 3.07 3.38
HSBC World Selection Balanced Strat B -1.94 -0.65 0.00 -7.99 3.07 3.38
Frost Moderate Allocation Instl -1.30 -0.65 0.42 -4.78 5.31 5.21
Putnam Dynamic Asset Allocation Bal Y -1.25 -0.66 0.60 -3.99 7.71 7.84
Oppenheimer Moderate Inv B -1.24 -0.67 0.68 -5.48 4.53 4.35
BNY Mellon Asset Allocation Inv -1.53 -0.67 0.34 -5.99 5.39 4.40
VALIC Company I Asset Allocation -1.95 -0.68 0.30 -5.10 5.55 6.28
Arrow DWA Balanced C 0.35 -0.68 1.22 -6.34 3.21 2.73
Wells Fargo WealthBuilder Gr Bal Port WB -1.67 -0.69 0.62 -6.11 4.78 5.19
Federated MDT Balanced R -0.06 -0.70 0.13 -5.97 6.33 6.55
JPMorgan Diversified C -1.35 -0.71 0.53 -5.74 5.49 6.00
Avondale Core Investment -0.20 -0.71 0.41 -2.88 --- ---
Brown Advisory Multi-Strategy Instl -1.64 -0.72 0.63 -4.76 --- ---
MainStay Moderate Allocation Inv -1.44 -0.73 0.65 -6.01 4.74 6.10
BlackRock Balanced Capital Inv A LW -1.35 -0.74 -0.13 -2.43 8.02 7.48
BlackRock Balanced Capital Inv A -1.35 -0.74 -0.13 -2.43 8.02 7.48
Franklin Moderate Allocation C -1.48 -0.75 0.68 -6.32 3.87 3.52
Putnam Dynamic Asset Allocation Bal A LW -1.24 -0.77 0.62 -4.16 7.43 7.57
Putnam Dynamic Asset Allocation Bal A -1.24 -0.77 0.62 -4.16 7.43 7.57
Schwab Balanced -0.85 -0.78 1.08 -3.38 7.33 7.36
Frost Moderate Allocation Investor -1.30 -0.79 0.36 -5.06 5.02 4.95
Fidelity® Puritan® K -1.43 -0.82 1.07 -2.79 8.90 8.65
Scharf Balanced Opportunity Instl -1.22 -0.85 -0.72 -3.27 8.50 ---
Rx Tactical Rotation A Load Waived -0.32 -0.85 1.31 --- --- ---
Rx Tactical Rotation A -0.32 -0.85 1.31 --- --- ---
Putnam Dynamic Asset Allocation Bal R -1.30 -0.88 0.50 -4.49 7.15 7.29
Fidelity® Puritan® -1.43 -0.89 1.04 -2.89 8.80 8.54
Federated MDT Balanced C -0.06 -0.89 0.00 -6.39 5.81 6.10
Calvert Moderate Allocation C -1.69 -0.92 -0.13 -5.98 5.08 5.63
BlackRock Balanced Capital R -1.34 -0.93 -0.23 -2.75 7.66 7.10
Victory Strategic Allocation I -0.48 -0.95 0.69 -2.91 6.42 7.62
Sterling Capital Strategic Allc Bal I -2.27 -0.95 -0.09 -5.84 4.81 4.84
UBS US Allocation P -1.41 -0.96 0.81 -3.17 8.27 8.38
PSG Tactical Growth -0.54 -0.98 0.22 -13.50 -2.22 ---
Putnam Dynamic Asset Allocation Bal M -1.29 -1.02 0.42 -4.67 6.88 7.04
Victory Strategic Allocation A LW -0.55 -1.03 0.63 -3.06 6.17 7.35
Victory Strategic Allocation A -0.55 -1.03 0.63 -3.06 6.17 7.35
Timothy Plan Growth & Income I 0.67 -1.03 0.48 -4.47 --- ---
Timothy Plan Growth & Income A LW 0.77 -1.04 0.48 -4.63 --- ---
Timothy Plan Growth & Income A 0.77 -1.04 0.48 -4.63 --- ---
MainStay Moderate Allocation B -1.54 -1.06 0.50 -6.69 3.95 5.34
BlackRock Balanced Capital Inv C -1.40 -1.07 -0.29 -3.17 7.20 6.66
Sterling Capital Strategic Allc Bal A LW -2.29 -1.11 -0.15 -6.04 4.52 4.57
Sterling Capital Strategic Allc Bal A -2.29 -1.11 -0.15 -6.04 4.52 4.57
UBS US Allocation A Load Waived -1.46 -1.12 0.72 -3.44 7.97 8.07
UBS US Allocation A -1.46 -1.12 0.72 -3.44 7.97 8.07
Oakmark Equity & Income I -2.25 -1.12 -1.09 -8.06 6.01 5.93
Virtus Balanced A Load Waived -1.00 -1.14 0.11 -8.06 4.48 4.95
Virtus Balanced A -1.00 -1.14 0.11 -8.06 4.48 4.95
Putnam Dynamic Asset Allocation Bal C -1.37 -1.14 0.37 -4.93 6.60 6.77
MainStay Moderate Allocation C -1.54 -1.14 0.41 -6.77 3.93 5.30
Putnam Dynamic Asset Allocation Bal B -1.35 -1.15 0.36 -4.97 6.62 6.77
Victory Strategic Allocation R -0.55 -1.16 0.56 -3.38 5.86 7.02
Virtus Tactical Allocation A LW -1.13 -1.22 0.29 -9.30 4.27 5.11
Virtus Tactical Allocation A -1.13 -1.22 0.29 -9.30 4.27 5.11
Rx Tactical Rotation C -0.43 -1.28 1.10 --- --- ---
Oakmark Equity & Income II -2.26 -1.30 -1.16 -8.39 5.67 5.58
ICON Risk-Managed Balanced S -1.75 -1.31 -0.26 -4.59 4.12 5.03
BlackRock Balanced Capital Inv B -1.48 -1.31 -0.45 -3.55 6.88 6.36
Victory Strategic Allocation C -0.56 -1.38 0.42 -3.77 5.43 6.59
Calamos Growth & Income I -2.27 -1.39 0.01 -2.99 7.59 6.13
Timothy Plan Growth & Income C 0.68 -1.44 0.29 -5.33 --- ---
Sterling Capital Strategic Allc Bal B -2.34 -1.45 -0.38 -6.82 3.73 3.78
Waddell & Reed Continental Inc Y -0.28 -1.46 1.14 -5.30 7.08 7.97
Virtus Tactical Allocation C -1.07 -1.47 0.20 -9.92 3.50 4.35
ICON Risk-Managed Balanced A LW -1.79 -1.47 -0.32 -4.88 3.89 4.78
ICON Risk-Managed Balanced A -1.79 -1.47 -0.32 -4.88 3.89 4.78
Calamos Growth & Income A Load Waived -2.29 -1.47 -0.05 -3.17 7.33 5.87
Calamos Growth & Income A -2.29 -1.47 -0.05 -3.17 7.33 5.87
Virtus Tactical Allocation B -1.09 -1.48 0.19 -9.91 3.55 4.37
UBS US Allocation C -1.54 -1.49 0.51 -4.17 7.15 7.26
Sterling Capital Strategic Allc Bal C -2.43 -1.49 -0.32 -6.86 3.74 3.78
Virtus Balanced C -1.12 -1.52 -0.16 -8.83 3.69 4.14
Virtus Balanced B -1.12 -1.52 -0.16 -8.82 3.69 4.15
Ivy Balanced R6 -0.26 -1.53 1.05 -5.12 --- ---
Calamos Growth & Income R -2.34 -1.57 -0.11 -3.41 7.08 5.61
Plumb Balanced -1.53 -1.62 1.68 -5.28 7.05 6.08
Ivy Balanced I -0.33 -1.64 0.98 -5.30 6.99 7.82
Pioneer Solutions Balanced Y -1.69 -1.69 0.00 -6.75 4.29 4.64
Waddell & Reed Continental Inc A LW -0.33 -1.71 0.99 -5.58 6.75 7.64
Waddell & Reed Continental Inc A -0.33 -1.71 0.99 -5.58 6.75 7.64
Ivy Balanced Y -0.33 -1.73 0.94 -5.51 6.73 7.55
Ivy Balanced A Load Waived -0.33 -1.73 0.94 -5.51 6.70 7.53
Ivy Balanced A -0.33 -1.73 0.94 -5.51 6.70 7.53
FPA Crescent -2.86 -1.74 -0.91 -5.25 4.72 6.70
Pioneer Solutions Balanced A LW -1.72 -1.81 0.00 -6.98 4.00 4.35
Pioneer Solutions Balanced A -1.72 -1.81 0.00 -6.98 4.00 4.35
ICON Risk-Managed Balanced C -1.83 -1.81 -0.52 -5.56 3.12 4.00
Calamos Growth & Income B -2.34 -1.86 -0.19 -3.93 6.71 5.31
Calamos Growth & Income C -2.37 -1.90 -0.20 -3.99 6.51 5.07
Ivy Balanced R -0.34 -1.91 0.88 -5.84 6.35 ---
Waddell & Reed Continental Inc C -0.44 -2.04 0.77 -6.38 5.85 6.72
Ivy Balanced C -0.40 -2.06 0.74 -6.16 5.97 6.79
Pioneer Solutions Balanced R -1.81 -2.08 -0.28 --- --- ---
Janus Balanced N -1.09 -2.12 -0.29 -3.34 6.56 ---
Ivy Balanced B -0.41 -2.12 0.73 -6.24 5.92 6.72
Janus Balanced I -1.09 -2.13 -0.31 -3.38 6.50 7.38
Janus Aspen Balanced Instl -1.08 -2.14 -0.31 -3.37 6.50 7.53
Waddell & Reed Continental Inc B -0.44 -2.16 0.67 -6.66 5.59 6.45
Janus Balanced D -1.12 -2.21 -0.36 -3.49 6.39 7.30
Janus Balanced T -1.09 -2.23 -0.34 -3.57 6.30 7.21
Pioneer Solutions Balanced C -1.86 -2.25 -0.20 -7.68 3.28 3.61
Janus Balanced A Load Waived -1.09 -2.25 -0.36 -3.67 6.19 7.08
Janus Balanced A -1.09 -2.25 -0.36 -3.67 6.19 7.08
Janus Balanced S -1.12 -2.32 -0.39 -3.79 6.04 6.93
Janus Balanced R -1.16 -2.47 -0.47 -4.05 5.77 6.66
Janus Balanced C -1.17 -2.60 -0.56 -4.34 5.41 6.29
QS Dynamic Multi-Strategy I -0.41 -2.88 -0.32 -10.09 --- ---
InvestEd Balanced Load Waived -2.29 -2.88 -0.18 -6.06 6.04 5.39
InvestEd Balanced -2.29 -2.88 -0.18 -6.06 6.04 5.39
QS Dynamic Multi-Strategy A Load Waived -0.50 -3.06 -0.41 -10.39 3.25 ---
QS Dynamic Multi-Strategy A -0.50 -3.06 -0.41 -10.39 3.25 ---
QS Dynamic Multi-Strategy C -0.50 -3.33 -0.59 -11.00 --- ---
Salient Select Opportunity Institutional 4.27 -4.17 7.38 -17.97 --- ---
Salient Select Opportunity Investor 4.22 -4.35 7.28 -18.30 --- ---
Salient Select Opportunity A LW 4.22 -4.40 7.24 -18.38 --- ---
Salient Select Opportunity A 4.22 -4.40 7.24 -18.38 --- ---
Salient Select Opportunity C 4.18 -4.61 7.13 -18.76 --- ---
VY® T. Rowe Price Capital Apprec R6 -1.28 --- --- --- --- ---
Voya Solution Balanced Port R6 -1.32 --- --- --- --- ---
T. Rowe Price Personal Strat Bal I -1.23 --- 0.86 --- --- ---
Scharf Balanced Opportunity Retail -1.26 --- -0.79 --- --- ---
Rational Strategic Allocation Instl --- --- --- --- --- ---
Rational Strategic Allocation C --- --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
MainStay Moderate Allocation R3 -1.44 --- 0.65 --- --- ---
Eaton Vance Balanced R6 -0.30 --- --- --- --- ---
Eaton Vance Balanced R -0.38 --- --- --- --- ---
Calvert Moderate Allocation Y -1.68 --- --- --- --- ---
Calvert Moderate Allocation I -1.68 --- --- --- --- ---
BlackRock 60/40 Target Allocation K 2.07 --- --- --- --- ---
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