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Data through 8/19/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation 0.09 5.61 2.98 14.08 13.36 11.15
Bruce -1.25 14.66 3.63 27.51 15.61 15.33
Prudential Real Assets Z -0.74 10.52 2.22 13.76 5.17 ---
Innovator Matrix Income® Institutional 0.32 10.36 3.64 18.75 --- ---
Prudential Real Assets A Load Waived -0.65 10.33 2.23 13.50 4.90 ---
Prudential Real Assets A -0.65 10.33 2.23 13.50 4.90 ---
Innovator Matrix Income® A Load Waived 0.29 10.24 3.57 18.40 --- ---
Innovator Matrix Income® A 0.29 10.24 3.57 18.40 --- ---
SEI Conservative Strategy Allc A (SAAT) 0.28 10.13 2.95 17.55 16.25 16.55
Natixis Diversified Income A LW 0.19 10.03 2.58 15.97 11.44 13.34
Natixis Diversified Income A 0.19 10.03 2.58 15.97 11.44 13.34
Natixis Diversified Income Y 0.21 9.88 2.66 15.84 --- ---
Innealta Capital Risk Based Opp Mod N 2.64 9.88 1.68 --- --- ---
Innealta Capital Risk Based Opp Mod I 2.54 9.88 1.58 --- --- ---
Prudential Real Assets C -0.74 9.84 1.95 12.61 4.13 ---
Prudential Real Assets B -0.74 9.84 1.95 12.61 4.12 ---
Innealta Capital Risk Based Opp Mod A LW 2.54 9.78 1.59 --- --- ---
Innealta Capital Risk Based Opp Mod A 2.54 9.78 1.59 --- --- ---
Timothy Plan Defensive Strategies I -0.50 9.73 1.79 11.77 --- ---
SEI Defensive Strategy Allc A (SAAT) 0.28 9.67 2.72 16.67 15.55 16.11
Timothy Plan Defensive Strategies A LW -0.58 9.52 1.70 11.52 2.30 ---
Timothy Plan Defensive Strategies A -0.58 9.52 1.70 11.52 2.30 ---
Natixis Diversified Income C 0.12 9.51 2.39 15.07 10.58 12.48
VY Franklin Income I 0.25 9.26 2.97 17.47 14.25 12.86
Timothy Plan Defensive Strategies C -0.60 9.01 1.57 10.72 1.55 ---
VY Franklin Income S 0.17 8.98 2.84 17.12 13.96 12.56
VY Franklin Income S2 0.17 8.95 2.89 17.00 13.83 12.40
Archer Balanced 0.99 8.94 5.15 20.42 13.49 9.56
VY Franklin Income A 0.17 8.86 2.76 16.76 13.57 12.09
Scharf Balanced Opportunity Inv 0.91 8.75 3.70 19.52 --- ---
Pioneer Classic Balanced Y 0.30 8.63 4.26 18.43 15.25 12.24
Pioneer Classic Balanced A Load Waived 0.30 8.34 4.17 18.18 14.90 11.86
Pioneer Classic Balanced A 0.30 8.34 4.17 18.18 14.90 11.86
Manning & Napier Pro-Blend Extnd Term I 0.17 8.21 3.07 16.80 14.81 11.88
Manning & Napier Pro-Blend Extnd Term S 0.16 8.07 3.00 16.48 14.52 11.61
Eaton Vance Balanced I 0.11 8.07 4.47 19.40 --- ---
Delaware Dividend Income Instl 0.12 8.04 3.93 16.38 16.55 14.27
Eaton Vance Balanced A Load Waived 0.11 7.94 4.53 19.11 15.83 11.77
Eaton Vance Balanced A 0.11 7.94 4.53 19.11 15.83 11.77
Delaware Dividend Income A Load Waived 0.10 7.89 3.86 16.19 16.26 13.98
Delaware Dividend Income A 0.10 7.89 3.86 16.19 16.26 13.98
Manning & Napier Pro-Blend Extnd Term R 0.08 7.88 2.86 16.18 14.24 ---
Pioneer Classic Balanced C 0.30 7.81 3.98 17.25 13.99 10.97
Franklin Balanced Adv -0.06 7.81 3.31 15.80 14.21 12.83
VY T. Rowe Price Capital Appreciation I 0.29 7.78 3.48 16.50 18.78 14.41
Sterling Capital Strategic Allc Bal I -0.18 7.77 3.00 14.59 11.98 10.18
Pioneer Classic Balanced B 0.31 7.74 4.00 17.13 13.85 10.87
1789 Growth and Income P -0.53 7.73 3.07 --- --- ---
Delaware Dividend Income R 0.08 7.72 3.87 15.89 15.96 13.69
Sterling Capital Strategic Allc Bal A LW -0.09 7.69 2.96 14.42 11.70 9.90
Sterling Capital Strategic Allc Bal A -0.09 7.69 2.96 14.42 11.70 9.90
Delaware Dividend Income B 0.03 7.68 3.86 15.59 15.47 13.19
T. Rowe Price Capital Appreciation 0.29 7.64 3.45 16.31 18.68 14.26
Franklin Balanced A Load Waived -0.08 7.61 3.24 15.38 13.86 12.49
Franklin Balanced A -0.08 7.61 3.24 15.38 13.86 12.49
VY T. Rowe Price Capital Appreciation S 0.25 7.60 3.41 16.19 18.48 14.12
Leuthold Core Investment I -0.10 7.59 3.07 18.74 11.25 8.86
Manning & Napier Pro-Blend Extnd Term C 0.08 7.58 2.84 15.62 13.70 ---
MainStay Income Builder I -0.05 7.58 1.87 16.77 16.64 14.14
Fidelity® Puritan® K 0.89 7.58 5.19 18.77 16.09 13.36
AMG Chicago Equity Partners Bal Instl 1.05 7.58 4.75 16.28 14.29 12.18
Leuthold Core Investment Retail -0.10 7.54 3.04 18.62 11.13 8.76
Westwood Income Opportunity Instl -0.40 7.53 2.55 13.76 12.96 11.63
VY T. Rowe Price Capital Appreciation S2 0.29 7.53 3.39 16.06 18.31 13.95
Fidelity® Puritan® 0.89 7.52 5.16 18.64 15.97 13.23
JHFunds2 Capital Appreciation Value NAV 0.24 7.50 3.36 16.19 18.72 ---
1789 Growth and Income A Load Waived -0.61 7.49 2.92 --- --- ---
1789 Growth and Income A -0.61 7.49 2.92 --- --- ---
Hotchkis & Wiley Capital Income I -0.25 7.48 1.80 16.43 18.27 ---
American Beacon Balanced AMR -0.31 7.48 3.19 15.67 17.32 13.04
Prudential Asset Allocation Z 0.36 7.47 3.60 17.08 15.54 12.68
Advance Capital I Balanced Instl 1.45 7.47 5.19 16.46 14.22 12.23
AMG Chicago Equity Partners Bal Svc 0.99 7.46 4.73 16.10 --- ---
MainStay Income Builder A Load Waived -0.05 7.45 1.82 16.56 16.36 13.88
MainStay Income Builder A -0.05 7.45 1.82 16.56 16.36 13.88
T. Rowe Price Capital Appreciation Adv 0.26 7.42 3.36 15.92 18.33 13.93
State Farm Balanced 0.47 7.42 3.03 15.30 11.77 9.48
Eaton Vance Balanced B 0.00 7.42 4.34 18.22 15.01 10.92
Westwood Income Opportunity A LW -0.40 7.41 2.56 13.49 12.71 11.37
Westwood Income Opportunity A -0.40 7.41 2.56 13.49 12.71 11.37
LoCorr Spectrum Income I 0.29 7.40 3.04 --- --- ---
Eaton Vance Balanced C 0.00 7.40 4.21 18.18 14.96 10.96
MainStay Balanced I 0.14 7.38 3.60 16.99 16.48 13.15
AMG Chicago Equity Partners Bal Inv 1.00 7.38 4.66 15.90 14.00 11.89
American Funds Income Fund of Amer R6 -0.09 7.37 2.57 17.02 15.68 13.65
VY T. Rowe Price Capital Appreciation A 0.22 7.35 3.32 15.80 18.07 13.72
American Funds Income Fund of Amer R5 -0.09 7.35 2.56 16.97 15.62 13.58
MainStay Balanced R1 0.14 7.34 3.55 16.86 16.36 13.03
Delaware Dividend Income C -0.04 7.33 3.67 15.21 15.37 13.13
American Funds Income Fund of Amer F2 -0.09 7.33 2.60 16.91 15.57 13.53
George Putnam Balanced R6 0.55 7.30 3.97 --- --- ---
American Beacon Balanced Instl -0.33 7.30 3.12 15.32 17.04 12.76
MainStay Income Builder Inv -0.10 7.28 1.76 16.22 16.02 13.52
LoCorr Spectrum Income A Load Waived 0.36 7.27 2.97 --- --- ---
LoCorr Spectrum Income A 0.36 7.27 2.97 --- --- ---
American Funds Income Fund of Amer 529F1 -0.14 7.26 2.54 16.82 15.51 13.47
American Beacon Balanced Y -0.34 7.26 3.10 15.18 16.89 ---
Prudential Asset Allocation A LW 0.30 7.25 3.50 16.72 15.17 12.34
Prudential Asset Allocation A 0.30 7.25 3.50 16.72 15.17 12.34
RiverNorth Core Opportunity R -0.22 7.23 2.69 16.02 13.90 12.68
Advance Capital I Balanced Retail 1.37 7.23 5.05 16.13 13.91 11.94
Manning & Napier Strategic Inc Modrt I 0.26 7.21 2.35 13.59 --- ---
MainStay Balanced A Load Waived 0.12 7.20 3.52 16.67 16.18 12.86
MainStay Balanced A 0.12 7.20 3.52 16.67 16.18 12.86
George Putnam Balanced Y 0.49 7.19 3.88 15.27 15.24 12.09
George Putnam Balanced R5 0.49 7.18 3.88 --- --- ---
Franklin Balanced C -0.14 7.18 3.00 14.61 13.11 11.74
American Funds Income Fund of Amer A LW -0.09 7.18 2.55 16.70 15.36 13.32
American Funds Income Fund of Amer A -0.09 7.18 2.55 16.70 15.36 13.32
Fidelity® Balanced K 0.62 7.16 4.53 18.14 15.87 13.21
MainStay Balanced R2 0.12 7.15 3.49 16.56 16.07 12.74
American Funds Income Fund of Amer F1 -0.14 7.15 2.49 16.59 15.28 13.26
Sterling Capital Strategic Allc Bal C -0.28 7.14 2.74 13.41 10.86 9.06
American Funds Income Fund of Amer 529A -0.14 7.14 2.53 16.56 15.26 13.22
American Funds Income Fund of Amer 52 LW -0.14 7.14 2.53 16.56 15.26 13.22
LK Balanced Institutional -0.12 7.13 2.29 16.72 --- ---
Prudential Asset Allocation R 0.30 7.12 3.44 16.43 14.93 12.09
Sterling Capital Strategic Allc Bal B -0.19 7.11 2.82 13.45 10.86 9.07
Fidelity® Balanced 0.62 7.11 4.55 18.07 15.75 13.08
Hotchkis & Wiley Capital Income A -0.26 7.10 1.69 15.92 18.96 ---
American Funds Income Fund of Amer R4 -0.14 7.10 2.49 16.59 15.29 13.24
Hotchkis & Wiley Capital Income A LW -0.27 7.09 1.68 15.90 18.96 ---
Columbia Balanced R5 0.27 7.09 4.92 16.43 16.80 ---
Transamerica Partners Instl Balanced 0.16 7.08 3.77 16.70 15.50 12.88
MainStay Balanced Inv 0.09 7.08 3.44 16.45 15.96 12.65
Columbia Balanced Y 0.27 7.08 4.92 16.49 --- ---
JHancock Balanced R6 0.21 7.03 3.57 16.51 --- ---
American Beacon Balanced Inv -0.36 7.03 3.03 14.92 16.63 12.37
1789 Growth and Income C -0.69 7.02 2.78 18.17 14.27 ---
Transamerica Multi-Mgd Balanced I 0.16 7.01 3.87 16.42 15.22 ---
Manning & Napier Strategic Inc Modrt S 0.17 7.01 2.20 13.35 --- ---
George Putnam Balanced A Load Waived 0.49 7.01 3.83 14.96 14.95 11.79
George Putnam Balanced A 0.49 7.01 3.83 14.96 14.95 11.79
Plumb Balanced 0.27 7.00 3.77 17.73 13.03 10.28
Columbia Balanced R4 0.24 7.00 4.88 16.30 --- ---
MainStay Balanced R3 0.09 6.99 3.43 16.28 15.78 12.47
AllianzGI Multi-Asset Real Return Inst -0.49 6.99 1.06 11.07 --- ---
State Farm Equity & Bond Instl 0.47 6.98 3.89 16.05 14.45 11.48
JHancock Balanced R5 0.21 6.97 3.54 16.47 16.23 11.63
Value Line Income & Growth 0.77 6.96 3.97 16.34 14.68 11.07
American Beacon Balanced A Load Waived -0.36 6.96 3.00 14.79 16.44 ---
American Beacon Balanced A -0.36 6.96 3.00 14.79 16.44 ---
Columbia Balanced Z 0.25 6.94 4.86 16.28 16.66 13.01
Fidelity Advisor® Balanced Z 0.65 6.93 4.55 18.03 --- ---
American Funds Income Fund of Amer 529E -0.18 6.93 2.43 16.27 14.96 12.91
AllianzGI Multi-Asset Real Return P -0.55 6.93 1.00 10.92 --- ---
State Farm Equity & Bond R3 0.47 6.92 3.90 16.04 14.41 11.39
American Beacon Balanced Adv -0.37 6.92 2.99 14.74 16.45 12.20
JHancock Balanced I 0.16 6.91 3.54 16.41 16.19 11.63
American Funds Income Fund of Amer R3 -0.18 6.90 2.42 16.22 14.93 12.90
Transamerica Partners Balanced 0.16 6.88 3.72 16.34 15.11 12.49
Vanguard Wellington™ Admiral™ -0.39 6.87 3.05 15.71 16.03 12.66
AllianzGI Multi-Asset Real Return D -0.55 6.86 1.00 10.84 --- ---
Hartford Balanced Y 0.24 6.85 4.13 15.64 16.44 12.87
Fidelity Advisor® Balanced I 0.60 6.85 4.50 17.84 15.54 12.92
Columbia Balanced K 0.25 6.85 4.80 16.07 16.47 ---
George Putnam Balanced R 0.49 6.84 3.78 14.67 14.66 11.52
Vanguard Wellington™ Inv -0.40 6.83 3.03 15.62 15.93 12.57
Prudential Asset Allocation C 0.30 6.83 3.36 15.92 14.37 11.57
Transamerica Multi-Mgd Balanced A LW 0.16 6.82 3.80 16.09 14.76 14.77
Transamerica Multi-Mgd Balanced A 0.16 6.82 3.80 16.09 14.76 14.77
MainStay Income Builder C -0.15 6.82 1.58 15.39 15.16 12.67
Hartford Balanced R5 0.24 6.82 4.12 15.57 16.38 12.78
State Farm Equity & Bond A Legacy LW 0.46 6.81 3.84 15.76 14.19 11.19
State Farm Equity & Bond A Legacy 0.46 6.81 3.84 15.76 14.19 11.19
JHancock Balanced R4 0.15 6.81 3.49 16.21 15.97 11.34
UBS US Allocation P 0.40 6.80 4.00 17.39 16.63 13.53
Legg Mason Inv Counsel Social Aware I 1.28 6.80 4.47 16.33 14.64 11.56
AllianzGI Multi-Asset Real Return A LW -0.55 6.80 1.00 10.76 --- ---
AllianzGI Multi-Asset Real Return A -0.55 6.80 1.00 10.76 --- ---
State Farm Equity & Bond R2 0.47 6.79 3.87 15.62 14.06 11.06
Dodge & Cox Balanced -0.25 6.79 3.89 18.21 20.33 14.56
LoCorr Spectrum Income C 0.30 6.78 2.79 --- --- ---
State Farm Equity & Bond A Load Waived 0.47 6.77 3.78 15.70 14.17 11.22
State Farm Equity & Bond A 0.47 6.77 3.78 15.70 14.17 11.22
Columbia Balanced A Load Waived 0.22 6.77 4.79 15.97 16.36 12.74
Columbia Balanced A 0.22 6.77 4.79 15.97 16.36 12.74
Prudential Asset Allocation B 0.24 6.76 3.30 15.92 14.36 11.57
MainStay Income Builder B -0.15 6.75 1.58 15.36 15.16 12.68
JHancock Balanced R2 0.10 6.74 3.39 16.11 --- ---
Hilton Yield Plus Institutional 0.24 6.72 4.17 --- --- ---
George Putnam Balanced M 0.43 6.71 3.69 14.38 14.36 11.24
Federated MDT Balanced Instl 0.06 6.71 3.02 17.07 16.04 11.48
CornerCap Balanced 0.44 6.71 2.95 15.39 13.75 10.72
American Funds Income Fund of Amer B -0.18 6.71 2.32 15.86 14.50 12.46
JHancock Balanced A Load Waived 0.10 6.69 3.41 16.00 15.76 11.18
JHancock Balanced A 0.10 6.69 3.41 16.00 15.76 11.18
Hartford Balanced HLS IA 0.19 6.69 3.92 15.43 16.68 12.93
American Century Balanced Instl 0.26 6.69 3.28 15.45 15.03 12.21
Calvert Balanced I 0.00 6.67 3.56 15.48 14.94 12.03
Perkins Value Plus Income I 0.09 6.64 2.14 13.14 13.14 ---
Columbia Balanced R 0.22 6.64 4.76 15.72 16.09 ---
American Funds Income Fund of Amer R1 -0.18 6.64 2.32 15.76 14.42 12.40
American Funds Income Fund of Amer C -0.19 6.63 2.33 15.75 14.44 12.41
MainStay Balanced B 0.03 6.62 3.27 15.60 15.11 11.81
Hartford Balanced R4 0.19 6.62 4.05 15.21 15.99 12.43
American Funds Income Fund of Amer R2 -0.19 6.62 2.33 15.79 14.44 12.40
American Funds Income Fund of Amer 529B -0.18 6.62 2.33 15.71 14.35 12.34
UBS US Allocation A Load Waived 0.38 6.61 3.92 17.05 16.30 13.19
UBS US Allocation A 0.38 6.61 3.92 17.05 16.30 13.19
Hartford Balanced A Load Waived 0.25 6.61 4.03 15.18 15.93 12.37
Hartford Balanced A 0.25 6.61 4.03 15.18 15.93 12.37
Fidelity Advisor® Balanced A LW 0.56 6.61 4.36 17.47 15.22 12.61
Fidelity Advisor® Balanced A 0.56 6.61 4.36 17.47 15.22 12.61
State Farm Equity & Bond R1 0.47 6.60 3.78 15.41 13.86 10.86
Putnam Dynamic Asset Allocation Bal R6 0.34 6.60 3.65 16.84 --- ---
MainStay Balanced C 0.03 6.59 3.27 15.57 15.11 11.81
Federated MDT Balanced A Load Waived 0.12 6.59 3.03 16.83 15.78 11.21
Federated MDT Balanced A 0.12 6.59 3.03 16.83 15.78 11.21
Vanguard Balanced Index I 0.52 6.58 3.72 15.64 14.93 12.48
Vanguard Balanced Index Adm 0.52 6.58 3.76 15.63 14.92 12.45
Perkins Value Plus Income T 0.07 6.58 2.08 12.96 12.93 ---
Legg Mason Inv Counsel Social Aware A LW 1.23 6.58 4.36 15.97 14.30 11.26
Legg Mason Inv Counsel Social Aware A 1.23 6.58 4.36 15.97 14.30 11.26
Hartford Checks and Balances R5 -0.08 6.58 3.70 17.18 16.54 12.06
Perkins Value Plus Income S 0.13 6.56 2.10 12.73 12.70 ---
Perkins Value Plus Income D 0.08 6.56 2.11 13.00 12.98 ---
American Funds Income Fund of Amer 529C -0.23 6.56 2.30 15.63 14.35 12.34
JHancock Balanced R3 0.10 6.55 3.34 15.73 15.52 10.96
Perkins Value Plus Income A Load Waived 0.15 6.54 2.15 12.81 12.85 ---
Perkins Value Plus Income A 0.15 6.54 2.15 12.81 12.85 ---
George Putnam Balanced C 0.43 6.54 3.68 14.16 14.09 10.97
American Century Balanced Inv 0.26 6.54 3.23 15.23 14.81 11.99
Hartford Balanced HLS IB 0.18 6.53 3.87 15.14 16.39 12.64
Vanguard Balanced Index Signal 0.49 6.52 3.72 15.57 14.91 12.44
Hennessy Equity and Income Institutional 0.00 6.50 3.30 14.11 13.65 12.78
USAA First Start Growth -0.07 6.49 2.88 15.70 14.34 12.85
JHancock Balanced R1 0.15 6.49 3.37 15.65 15.41 10.86
Hartford Checks and Balances I -0.17 6.49 3.70 17.18 16.54 12.05
Vanguard Balanced Index Inv 0.48 6.48 3.69 15.43 14.74 12.30
State Farm Equity & Bond B Legacy 0.37 6.48 3.73 15.26 13.73 10.77
Putnam Dynamic Asset Allocation Bal Y 0.27 6.48 3.56 16.73 15.43 13.23
Putnam Dynamic Asset Allocation Bal R5 0.27 6.48 3.54 16.68 --- ---
Hilton Yield Plus Investor 0.18 6.48 4.02 --- --- ---
George Putnam Balanced B 0.43 6.48 3.61 14.12 14.08 10.94
Fidelity Advisor® Balanced T 0.55 6.48 4.36 17.22 14.99 12.37
Columbia Flexible Capital Income R5 -0.23 6.44 2.63 13.70 --- ---
Calvert Balanced Y -0.03 6.44 3.49 15.11 --- ---
American Beacon Balanced C -0.42 6.44 2.81 13.91 15.62 ---
Columbia Flexible Capital Income I -0.24 6.43 2.58 13.76 16.22 ---
MassMutual Premier Balanced R5 0.31 6.42 3.56 15.25 14.50 11.99
Nuveen Strategy Growth Allocation I 0.22 6.41 4.19 17.18 14.88 12.13
Hartford Balanced R3 0.19 6.41 3.94 14.88 15.68 12.11
Columbia Flexible Capital Income Z -0.24 6.41 2.57 13.61 16.11 ---
State Farm Equity & Bond B 0.37 6.40 3.62 15.17 13.47 10.50
Lord Abbett Multi-Asset Balanced Opp I -0.09 6.40 2.53 14.88 15.05 11.82
Federated MDT Balanced R 0.06 6.39 2.90 16.49 15.37 10.74
Nuveen Strategy Balanced Allc I 0.25 6.38 3.48 15.62 12.87 11.18
Columbia Flexible Capital Income R4 -0.24 6.36 2.55 13.61 --- ---
Intrepid Capital Institutional 0.71 6.35 2.04 13.51 14.12 ---
Hartford Checks and Balances R4 -0.17 6.35 3.63 16.85 16.17 11.73
Transamerica Multi-Mgd Balanced C 0.08 6.34 3.62 15.33 14.06 14.10
Lord Abbett Multi-Asset Balanced Opp F -0.02 6.34 2.51 14.87 14.94 11.75
AllianzGI Multi-Asset Real Return C -0.62 6.31 0.76 9.94 --- ---
Columbia Balanced C 0.16 6.30 4.61 15.12 15.51 11.88
Calvert Balanced A Load Waived -0.06 6.30 3.43 14.86 14.37 11.45
Calvert Balanced A -0.06 6.30 3.43 14.86 14.37 11.45
Putnam Dynamic Asset Allocation Bal A LW 0.20 6.29 3.50 16.40 15.15 12.94
Putnam Dynamic Asset Allocation Bal A 0.20 6.29 3.50 16.40 15.15 12.94
Nuveen Strategy Growth Allocation A LW 0.22 6.28 4.13 16.89 14.59 11.86
Nuveen Strategy Growth Allocation A 0.22 6.28 4.13 16.89 14.59 11.86
Hennessy Equity and Income Investor -0.06 6.28 3.19 13.70 13.35 12.50
Hartford Checks and Balances A LW -0.25 6.27 3.55 16.78 16.18 11.76
Hartford Checks and Balances A -0.25 6.27 3.55 16.78 16.18 11.76
Columbia Balanced B 0.16 6.27 4.58 15.09 15.49 11.89
MassMutual Premier Balanced Svc 0.30 6.26 3.51 15.05 14.34 11.81
Buffalo Flexible Income -0.13 6.26 3.13 12.65 14.32 13.25
Lord Abbett Multi-Asset Balanced Opp A -0.03 6.24 2.47 14.69 14.79 11.54
Lord Abbett Multi-Asset Balanced Op A LW -0.03 6.24 2.47 14.69 14.79 11.54
Frost Moderate Allocation Instl 0.08 6.24 3.18 14.81 12.20 10.05
Nuveen Strategy Balanced Allc A LW 0.25 6.23 3.41 15.30 12.60 10.88
Nuveen Strategy Balanced Allc A 0.25 6.23 3.41 15.30 12.60 10.88
MassMutual Premier Balanced Adm 0.23 6.23 3.47 14.90 14.16 11.62
USAA Cornerstone Moderately Agrsv -0.41 6.22 2.68 12.84 9.86 10.18
JHancock Balanced C 0.10 6.22 3.24 15.22 14.95 10.41
JHancock Balanced B 0.10 6.22 3.24 15.23 14.96 10.42
Nuveen Strategy Growth Allocation R3 0.23 6.19 4.10 16.71 14.34 11.58
Columbia Flexible Capital Income A LW -0.24 6.18 2.50 13.32 15.86 ---
Columbia Flexible Capital Income A -0.24 6.18 2.50 13.32 15.86 ---
Transamerica Multi-Mgd Balanced B 0.08 6.17 3.57 15.05 13.76 13.82
Fidelity Advisor® Balanced C 0.51 6.17 4.20 16.62 14.36 11.76
Columbia Flexible Capital Income W -0.32 6.15 2.49 13.27 15.80 ---
Alger Balanced I-2 -0.14 6.15 3.69 14.99 10.83 9.44
Intrepid Capital 0.63 6.14 1.98 13.24 13.84 11.94
Putnam Dynamic Asset Allocation Bal R 0.27 6.13 3.46 16.16 14.85 12.66
Legg Mason Inv Counsel Social Aware C 1.17 6.13 4.20 15.17 13.52 10.55
Vanguard STAR Inv 0.12 6.10 3.12 15.84 14.69 11.80
Hartford Balanced C 0.15 6.10 3.86 14.38 15.13 11.56
Vanguard LifeStrategy Moderate Gr Inv 0.29 6.09 3.18 14.34 13.00 10.96
QS Legg Mason Dynamic Multi-Strategy A 0.08 6.09 3.48 15.61 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 0.08 6.09 3.48 15.61 --- ---
Hartford Checks and Balances R3 -0.25 6.09 3.46 16.42 15.79 11.36
Fidelity Advisor® Balanced B 0.50 6.09 4.19 16.57 14.29 11.70
Cavanal Hill Balanced I 0.42 6.08 3.00 13.34 12.73 11.27
UBS US Allocation C 0.31 6.07 3.71 16.16 15.42 12.34
Nuveen Strategy Balanced Allc R3 0.17 6.07 3.38 14.96 12.29 10.62
Frost Moderate Allocation A Load Waived 0.08 6.07 3.12 14.48 11.91 9.75
Frost Moderate Allocation A 0.08 6.07 3.12 14.48 11.91 9.75
Lord Abbett Multi-Asset Balanced Opp P -0.05 6.06 2.42 14.42 14.54 11.35
Federated MDT Balanced C 0.00 6.06 2.81 15.87 14.89 10.35
Virtus Tactical Allocation A LW -0.89 6.05 3.01 16.27 14.13 11.12
Virtus Tactical Allocation A -0.89 6.05 3.01 16.27 14.13 11.12
MassMutual Premier Balanced A LW 0.23 6.04 3.39 14.57 13.89 11.35
MassMutual Premier Balanced A 0.23 6.04 3.39 14.57 13.89 11.35
Lord Abbett Multi-Asset Balanced Opp R3 -0.13 6.02 2.41 14.35 14.47 11.28
Dunham Appreciation & Income N -0.09 6.02 4.20 15.49 12.59 11.52
Perkins Value Plus Income C 0.08 6.01 1.97 12.10 12.17 ---
Lord Abbett Multi-Asset Balanced Opp R2 -0.07 6.01 2.41 14.23 14.40 11.24
AllianceBern Balance Wealth Strat Adv 0.21 6.00 2.87 14.49 12.15 10.40
Hartford Balanced B 0.15 5.99 3.81 14.17 14.94 11.42
Cavanal Hill Balanced A Load Waived 0.43 5.98 2.95 13.03 12.42 ---
Cavanal Hill Balanced A 0.43 5.98 2.95 13.03 12.42 ---
Putnam Dynamic Asset Allocation Bal M 0.20 5.97 3.31 15.79 14.57 12.36
Voya Strategic Allocation Moderate I 0.38 5.96 3.41 15.08 13.66 11.42
Jamestown Balanced 0.33 5.96 4.18 16.40 15.90 11.43
Columbia Flexible Capital Income R -0.32 5.96 2.44 13.02 15.51 ---
JPMorgan Diversified Instl 0.23 5.94 3.59 15.69 15.42 12.51
AllianceBern Balance Wealth Strat I 0.21 5.94 2.81 14.37 12.13 10.36
JHancock Lifestyle II Balanced 1 0.19 5.93 2.93 --- --- ---
Dunham Appreciation & Income A LW -0.09 5.93 4.11 15.22 12.30 11.24
Dunham Appreciation & Income A -0.09 5.93 4.11 15.22 12.30 11.24
JHancock Lifestyle II Balanced R6 0.19 5.92 2.92 --- --- ---
Invesco Moderate Allocation R5 -0.15 5.91 2.15 12.63 11.30 10.79
SEI Aggressive Strategy A (SAAT) 0.22 5.90 3.54 15.60 16.08 12.71
MFS® Total Return R5 -0.06 5.89 2.77 14.75 --- ---
Invesco Moderate Allocation Y -0.15 5.89 2.14 12.60 11.28 10.79
Cavanal Hill Balanced Inv 0.35 5.89 2.95 13.01 12.44 10.99
BMO Growth Balanced R-6 0.20 5.89 --- --- --- ---
American Funds College 2024 529-A LW 0.08 5.88 2.29 14.62 --- ---
American Funds College 2024 529-A 0.08 5.88 2.29 14.62 --- ---
WesMark Balanced -0.09 5.87 2.80 14.14 12.43 10.53
Voya Solution Balanced I 0.23 5.87 3.47 14.91 13.85 11.25
American Funds College 2024 529F1 0.00 5.87 2.29 14.72 --- ---
Voya Balanced I 0.34 5.85 3.48 15.05 13.52 11.50
MFS® Total Return I -0.06 5.85 2.75 14.66 14.35 11.24
SEI Aggressive Strategy I (SAAT) 0.23 5.84 3.47 15.42 15.79 12.44
MFS® Total Return R4 -0.06 5.84 2.81 14.64 14.36 11.24
American Funds American Balanced R6 0.04 5.84 3.53 16.98 17.05 13.82
Virtus Balanced A Load Waived -0.77 5.83 2.82 15.48 13.21 11.01
Virtus Balanced A -0.77 5.83 2.82 15.48 13.21 11.01
Putnam Dynamic Asset Allocation Bal C 0.21 5.82 3.32 15.53 14.28 12.10
Janus Balanced N 0.29 5.82 3.21 15.48 --- ---
Invesco Moderate Allocation S -0.15 5.82 2.10 12.45 11.14 ---
Hartford Checks and Balances C -0.25 5.82 3.38 15.90 15.35 10.94
American Funds American Balanced R5 0.04 5.81 3.51 16.91 16.99 13.76
Calvert Balanced C -0.12 5.80 3.22 13.98 13.45 10.53
AllianceBern Balance Wealth Strat A LW 0.21 5.80 2.82 14.11 11.83 10.05
AllianceBern Balance Wealth Strat A 0.21 5.80 2.82 14.11 11.83 10.05
Hartford Checks and Balances B -0.25 5.78 3.36 15.84 15.27 10.86
American Century Strat Allc: Mod R6 0.26 5.78 3.44 14.24 --- ---
T. Rowe Price Personal Strat Balanced 0.21 5.77 3.46 15.95 15.00 12.47
Nuveen Strategy Growth Allocation C 0.08 5.77 3.91 16.08 13.75 11.03
Lord Abbett Multi-Asset Balanced Opp B -0.11 5.77 2.27 13.83 13.93 10.76
Janus Balanced I 0.29 5.77 3.22 15.44 15.14 11.29
American Century One Choice® Mod Inv 0.26 5.77 3.36 14.40 13.78 11.54
Voya Strategic Allocation Moderate S 0.31 5.76 3.26 14.73 13.40 11.14
Putnam Dynamic Asset Allocation Bal B 0.14 5.76 3.32 15.52 14.29 12.11
Legg Mason Inv Counsel Social Aware B 1.15 5.76 4.08 14.69 13.04 10.24
JPMorgan Diversified Sel 0.17 5.76 3.47 15.35 15.11 12.24
HSBC World Selection Balanced Strat A LW 0.21 5.76 2.88 14.74 12.78 11.17
HSBC World Selection Balanced Strat A 0.21 5.76 2.88 14.74 12.78 11.17
Touchstone Balanced Allocation Instl 0.62 5.74 3.03 12.99 12.11 10.12
Lord Abbett Multi-Asset Balanced Opp C -0.10 5.74 2.29 13.85 13.96 10.77
Columbia Flexible Capital Income C -0.32 5.74 2.33 12.45 14.96 ---
American Funds College 2027 529-A LW 0.00 5.74 2.54 16.41 --- ---
American Funds College 2027 529-A 0.00 5.74 2.54 16.41 --- ---
American Funds American Balanced F2 0.04 5.74 3.51 16.81 16.92 13.69
AllianceBern Balance Wealth Strat K 0.21 5.74 2.83 14.06 11.76 10.00
Pax World Balanced Instl -0.08 5.73 3.72 14.73 13.50 10.36
Janus Aspen Balanced Instl 0.29 5.73 3.18 15.41 15.47 11.61
American Funds College 2027 529F1 0.00 5.72 2.53 16.63 --- ---
American Funds American Balanced 529F 0.04 5.72 3.45 16.76 16.82 13.61
Voya Retirement Moderate Growth I 0.22 5.71 3.17 14.34 13.39 10.89
Janus Balanced D 0.25 5.71 3.14 15.30 15.05 11.18
American Century Strat Allc: Mod Instl 0.26 5.71 3.40 14.07 13.55 11.36
MFS® Total Return R3 -0.08 5.70 2.69 14.37 14.06 10.95
MFS® Total Return A Load Waived -0.08 5.70 2.69 14.31 14.07 10.93
MFS® Total Return A -0.08 5.70 2.69 14.31 14.07 10.93
Voya Balanced S 0.35 5.69 3.42 14.77 13.27 11.23
Invesco Moderate Allocation A LW -0.15 5.68 2.08 12.33 11.03 10.51
Invesco Moderate Allocation A -0.15 5.68 2.08 12.33 11.03 10.51
Janus Balanced T 0.29 5.67 3.15 15.22 14.94 11.09
USAA Cornerstone Moderate -0.32 5.65 2.19 11.99 10.25 10.53
Nuveen Strategy Balanced Allc C 0.17 5.65 3.18 14.45 11.74 10.04
Fidelity Asset Manager® 70% 0.18 5.65 3.19 15.89 14.71 12.41
Fidelity Advisor Asset Manager® 70% I 0.18 5.65 3.19 15.83 14.69 12.37
Voya Solution Balanced S 0.27 5.64 3.39 14.60 13.62 10.96
Voya Solution Balanced S2 0.31 5.63 3.36 14.52 13.47 ---
Touchstone Balanced Allocation Y 0.54 5.63 2.93 12.84 12.06 10.10
Sextant Core -0.16 5.63 1.70 12.55 9.48 8.50
Osterweis Strategic Investment -0.32 5.63 1.81 15.75 17.69 ---
New Century Balanced 0.30 5.63 3.49 14.65 12.72 10.42
MFS® Total Return 529A Load Waived -0.09 5.63 2.69 14.29 14.03 10.87
MFS® Total Return 529A -0.09 5.63 2.69 14.29 14.03 10.87
Mairs & Power Balanced Inv -0.37 5.62 2.29 14.17 16.93 13.74
American Funds College 2024 529-E 0.00 5.62 2.21 14.25 --- ---
JPMorgan Investor Growth & Income Sel 0.12 5.61 3.73 16.02 15.49 12.01
T. Rowe Price Balanced 0.04 5.59 3.27 15.93 15.13 12.25
Pax World Balanced Individual Inv -0.12 5.59 3.64 14.42 13.21 10.08
JPMorgan Diversified A Load Waived 0.17 5.59 3.42 15.07 14.82 11.96
JPMorgan Diversified A 0.17 5.59 3.42 15.07 14.82 11.96
American Funds American Balanced A LW 0.00 5.59 3.41 16.58 16.67 13.44
American Funds American Balanced A 0.00 5.59 3.41 16.58 16.67 13.44
Janus Balanced A Load Waived 0.26 5.58 3.10 15.03 14.79 10.96
Janus Balanced A 0.26 5.58 3.10 15.03 14.79 10.96
American Funds American Balanced R4 0.00 5.58 3.41 16.51 16.63 13.41
Sit Balanced 0.66 5.57 4.18 15.59 13.83 11.14
American Funds American Balanced F1 0.00 5.57 3.44 16.53 16.63 13.43
Virtus Tactical Allocation B -0.97 5.56 2.86 15.40 13.29 10.30
Invesco Moderate Allocation R -0.16 5.56 2.02 12.08 10.74 10.25
Fidelity Asset Manager® 60% 0.26 5.56 2.88 14.43 13.04 11.34
Calvert Balanced B -0.15 5.55 3.12 13.59 13.15 10.29
American Funds American Balanced 529A LW 0.00 5.55 3.44 16.50 16.58 13.36
American Funds American Balanced 529A 0.00 5.55 3.44 16.50 16.58 13.36
AllianzGI Income & Growth Institutional 0.23 5.55 3.04 14.94 14.59 13.16
Voya Solution Balanced A 0.28 5.54 3.35 14.37 13.34 10.56
Virtus Tactical Allocation C -0.97 5.54 2.76 15.42 13.29 10.27
MFS® Total Return R2 -0.11 5.53 2.67 14.11 13.79 10.68
Delaware Foundation Moderate Allc I -0.08 5.53 2.83 13.60 11.67 10.70
AllianceBern Balance Wealth Strat R 0.14 5.52 2.69 13.72 11.42 9.65
Touchstone Balanced Allocation A LW 0.54 5.51 2.87 12.68 11.80 9.84
Touchstone Balanced Allocation A 0.54 5.51 2.87 12.68 11.80 9.84
American Funds College 2027 529-E 0.00 5.50 2.47 16.00 --- ---
New Covenant Balanced Growth 0.47 5.49 4.28 14.27 12.95 10.40
Janus Balanced S 0.22 5.49 3.06 14.89 14.65 10.81
AllianzGI Income & Growth P 0.23 5.49 3.06 14.90 14.49 13.07
JPMorgan Investor Growth & Income A LW 0.12 5.48 3.68 15.74 15.22 11.75
JPMorgan Investor Growth & Income A 0.12 5.48 3.68 15.74 15.22 11.75
Calamos Growth & Income I 0.18 5.48 4.38 15.32 12.33 11.26
Fidelity Advisor Asset Manager® 60% I 0.17 5.47 2.79 14.31 12.92 11.28
American Century Strat Allc: Mod Inv 0.26 5.47 3.35 13.84 13.33 11.13
Fidelity Advisor Asset Manager® 70% A LW 0.19 5.46 3.15 15.50 14.38 12.07
Fidelity Advisor Asset Manager® 70% A 0.19 5.46 3.15 15.50 14.38 12.07
Timothy Plan Growth & Income I 0.54 5.45 3.03 --- --- ---
Timothy Plan Growth & Income A LW 0.45 5.45 2.94 --- --- ---
Timothy Plan Growth & Income A 0.45 5.45 2.94 --- --- ---
Voya Retirement Moderate Growth A 0.22 5.44 3.07 13.93 12.95 10.45
Principal SAM Balanced Inst 0.19 5.44 3.27 14.84 14.14 11.97
JHancock Lifestyle Balanced R6 0.31 5.42 3.17 14.21 --- ---
JHancock Lifestyle Balanced 5 0.31 5.42 3.17 14.15 13.62 11.60
Pax World Balanced R -0.12 5.40 3.59 14.15 12.93 9.81
JHancock Lifestyle Balanced 1 0.25 5.40 3.16 14.11 13.54 11.53
Dunham Appreciation & Income C -0.09 5.40 3.97 14.34 11.46 10.39
American Funds Balanced Portfolio R6 0.00 5.38 2.70 15.17 --- ---
BNY Mellon Asset Allocation M 0.57 5.37 3.56 14.93 11.84 9.73
AllianzGI Income & Growth A Load Waived 0.31 5.37 3.02 14.65 14.19 12.79
AllianzGI Income & Growth A 0.31 5.37 3.02 14.65 14.19 12.79
SEI Aggressive Strategy D (SAAT) 0.15 5.36 3.25 14.71 15.15 ---
American Funds American Balanced R3 -0.04 5.36 3.34 16.17 16.28 13.07
American Century Strat Allc: Mod A LW 0.27 5.36 3.29 13.59 13.07 10.88
American Century Strat Allc: Mod A 0.27 5.36 3.29 13.59 13.07 10.88
Virtus Balanced C -0.84 5.35 2.65 14.60 12.36 10.17
American Funds Balanced Portfolio R5 0.00 5.35 2.68 15.12 --- ---
American Funds American Balanced 529E -0.04 5.35 3.33 16.18 16.26 13.05
Victory Balanced I 0.32 5.34 3.77 13.35 15.65 11.33
JHancock Lifestyle Balanced R5 0.25 5.34 3.13 14.05 13.50 11.46
ESG Managers® Balanced Port Inst 0.00 5.34 2.86 13.87 12.74 ---
American Funds Balanced Portfolio F2 0.00 5.34 2.60 15.08 --- ---
Oppenheimer Moderate Inv Y 0.45 5.33 3.36 14.08 11.86 10.73
Delaware Foundation Moderate Allc A LW -0.08 5.33 2.77 13.32 11.44 10.44
Delaware Foundation Moderate Allc A -0.08 5.33 2.77 13.32 11.44 10.44
Nationwide HighMark Balanced Instl 0.51 5.32 3.25 --- --- ---
Janus Balanced R 0.22 5.32 3.02 14.64 14.36 10.53
AllianceBern Balance Wealth Strat B 0.14 5.32 2.63 13.37 11.02 9.28
Virtus Balanced B -0.83 5.31 2.63 14.60 12.36 10.17
Principal SAM Balanced R5 0.12 5.31 3.15 14.50 13.85 11.70
HSBC World Selection Balanced Strat B 0.14 5.31 2.73 13.97 11.95 10.35
Fidelity Advisor Asset Manager® 70% T 0.14 5.31 3.05 15.22 14.07 11.78
American Century Strat Allc: Mod R 0.27 5.31 3.23 13.40 12.80 10.62
AllianceBern Balance Wealth Strat C 0.14 5.31 2.62 13.37 11.05 9.27
HSBC World Selection Balanced Strat C 0.14 5.30 2.73 13.95 11.94 10.34
Fidelity Advisor Asset Manager® 60% A LW 0.17 5.30 2.81 14.13 12.69 11.00
Fidelity Advisor Asset Manager® 60% A 0.17 5.30 2.81 14.13 12.69 11.00
American Funds Balanced Portfolio 529F1 0.00 5.30 2.66 15.00 --- ---
Calamos Growth & Income A Load Waived 0.14 5.29 4.29 15.03 12.04 10.97
Calamos Growth & Income A 0.14 5.29 4.29 15.03 12.04 10.97
American Funds College 2024 529-C 0.00 5.29 2.05 13.63 --- ---
American Funds College 2024 529-B 0.00 5.28 2.05 13.64 --- ---
QS Legg Mason Lifestyle Allocation 70% I 0.06 5.27 3.39 15.69 16.33 13.00
AllianzGI Income & Growth D 0.23 5.27 3.01 14.59 14.19 12.78
Principal SAM Balanced A Load Waived 0.12 5.26 3.15 14.41 13.72 11.60
Principal SAM Balanced A 0.12 5.26 3.15 14.41 13.72 11.60
JPMorgan Investor Balanced Select 0.13 5.26 3.03 13.46 12.14 9.96
JPMorgan Diversified C 0.12 5.26 3.33 14.50 14.25 11.38
American Funds Balanced Portfolio A LW 0.00 5.26 2.64 14.92 --- ---
American Funds Balanced Portfolio A 0.00 5.26 2.64 14.92 --- ---
Principal SAM Balanced R4 0.19 5.25 3.18 14.36 13.72 11.57
JHancock Lifestyle Balanced R4 0.25 5.25 3.09 13.85 13.23 11.18
Invesco Moderate Allocation C -0.23 5.25 1.90 11.49 10.18 9.70
FPA Crescent -0.43 5.25 2.42 13.57 14.95 12.26
ESG Managers® Balanced Port A LW 0.00 5.25 2.84 13.61 12.47 ---
ESG Managers® Balanced Port A 0.00 5.25 2.84 13.61 12.47 ---
Delaware Foundation Moderate Allc B -0.15 5.25 2.69 13.21 10.96 9.81
JPMorgan Diversified B 0.17 5.24 3.34 14.50 14.24 11.39
Russell LifePoints Balanced Strategy R1 -0.08 5.23 2.40 12.57 11.05 10.22
Principal SAM Balanced J 0.13 5.23 3.12 14.42 13.76 11.57
Pioneer Ibbotson Moderate Allocation Y 0.00 5.23 2.99 13.56 12.32 10.46
Nationwide HighMark Balanced InSvc 0.44 5.23 3.19 12.18 13.19 10.83
Compass EMP Multi-Asset Growth A LW -0.08 5.23 3.14 16.30 7.09 7.29
Compass EMP Multi-Asset Growth A -0.08 5.23 3.14 16.30 7.09 7.29
American Funds Balanced Portfolio R4 0.00 5.23 2.62 14.88 --- ---
VALIC Company II Moderate Gr Lifestyle 0.39 5.22 3.40 15.07 13.90 12.35
American Funds Balanced Portfolio F1 0.00 5.22 2.62 14.83 --- ---
RidgeWorth Moderate Allocation Strat A 0.35 5.20 3.13 14.14 11.59 9.57
RidgeWorth Moderate Allocation Stra A LW 0.35 5.20 3.13 14.14 11.59 9.57
Fidelity Asset Manager® 50% 0.22 5.20 2.50 12.99 11.33 10.47
MFS® Total Return R1 -0.15 5.19 2.50 13.47 13.21 10.13
JHancock Lifestyle Balanced A LW 0.25 5.19 3.06 13.68 13.07 11.07
JHancock Lifestyle Balanced A 0.25 5.19 3.06 13.68 13.07 11.07
RidgeWorth Moderate Allocation Strat I 0.35 5.18 3.12 14.22 11.77 9.80
Great-West Moderate Profile II Init 0.00 5.18 2.48 13.21 13.14 10.51
First Investors Total Return Instl 0.35 5.18 3.37 14.47 --- ---
Fidelity Advisor Asset Manager® 50% I 0.27 5.18 2.50 12.97 11.29 10.43
BNY Mellon Asset Allocation Inv 0.46 5.18 3.40 14.64 11.56 9.45
Oppenheimer Moderate Inv A Load Waived 0.46 5.17 3.29 13.71 11.64 10.43
Oppenheimer Moderate Inv A 0.46 5.17 3.29 13.71 11.64 10.43
MFS® Total Return B -0.15 5.17 2.49 13.50 13.22 10.14
Russell LifePoints Balanced Strategy S -0.08 5.16 2.36 12.45 10.88 10.10
QS Legg Mason Lifestyle Allocation A LW 0.06 5.16 3.36 15.52 16.11 12.75
QS Legg Mason Lifestyle Allocation 70% A 0.06 5.16 3.36 15.52 16.11 12.75
MFS® Total Return C -0.15 5.16 2.54 13.51 13.22 10.13
Invesco Moderate Allocation B -0.31 5.16 1.82 11.49 10.18 9.69
American Funds College 2027 529-B -0.08 5.16 2.30 15.51 --- ---
AllianzGI Income & Growth R 0.31 5.16 3.01 14.35 13.93 ---
Victory Balanced A Load Waived 0.30 5.15 3.72 13.05 15.33 10.88
Victory Balanced A 0.30 5.15 3.72 13.05 15.33 10.88
MFS® Total Return 529B -0.16 5.14 2.53 13.44 13.18 10.07
JHancock Lifestyle Balanced R2 0.25 5.14 3.03 13.54 --- ---
American Funds Balanced Portfolio 529A -0.08 5.14 2.54 14.73 --- ---
American Funds Balanced Portfolio 529 LW -0.08 5.14 2.54 14.73 --- ---
Thrivent Moderate Allocation I 0.15 5.13 2.78 13.10 12.76 11.00
MFS® Total Return 529C -0.16 5.13 2.47 13.40 13.17 10.05
Delaware Foundation Moderate Allc R -0.15 5.13 2.64 12.96 11.11 10.13
Calamos Growth & Income R 0.12 5.13 4.22 14.76 11.77 10.69
VALIC Company I Asset Allocation -0.16 5.11 3.45 14.75 13.66 11.96
First Investors Total Return Adv 0.35 5.11 3.36 14.18 --- ---
Principal SAM Balanced R3 0.12 5.10 3.14 14.19 13.51 11.37
American Funds American Balanced R2 -0.04 5.10 3.24 15.72 15.80 12.59
American Funds American Balanced B -0.04 5.10 3.26 15.75 15.80 12.60
Wells Fargo Advantage Growth Balanced Ad 0.26 5.09 3.68 15.22 17.33 13.25
Prudential Moderate Allocation Z 0.06 5.09 3.34 13.23 12.84 10.90
American Funds American Balanced R1 -0.08 5.09 3.23 15.69 15.77 12.56
Schwab Balanced 0.79 5.08 4.01 14.36 14.12 11.22
JPMorgan Investor Growth & Income C 0.06 5.08 3.57 15.12 14.59 11.13
JPMorgan Investor Balanced A LW 0.07 5.08 2.97 13.14 11.87 9.67
JPMorgan Investor Balanced A 0.07 5.08 2.97 13.14 11.87 9.67
Janus Balanced C 0.19 5.08 2.89 14.18 13.93 10.14
American Funds College 2027 529-C -0.08 5.08 2.31 15.46 --- ---
American Funds American Balanced C -0.08 5.08 3.19 15.66 15.74 12.53
JPMorgan Investor Growth & Income B 0.06 5.07 3.55 15.10 14.57 11.13
WOA All Asset I Class I -1.04 5.06 0.88 15.66 --- ---
Fidelity Advisor Asset Manager® 50% A LW 0.22 5.06 2.43 12.69 10.99 10.15
Fidelity Advisor Asset Manager® 50% A 0.22 5.06 2.43 12.69 10.99 10.15
Calamos Growth & Income B 0.10 5.06 4.18 14.69 11.63 10.39
Russell LifePoints Balanced Strategy R2 -0.08 5.05 2.35 12.36 10.79 9.95
Nationwide HighMark Balanced A LW 0.45 5.05 3.14 11.93 12.90 10.55
Nationwide HighMark Balanced A 0.45 5.05 3.14 11.93 12.90 10.55
Great-West SecureFoundation® Bal ETF A 0.31 5.05 2.95 13.44 --- ---
Great-West SecureFoundation® Bal ET A LW 0.31 5.05 2.95 13.44 --- ---
Fidelity Advisor Asset Manager® 60% T 0.17 5.05 2.64 13.74 12.37 10.72
Pioneer Ibbotson Moderate Allocation A -0.08 5.04 2.95 13.30 11.98 10.09
Pioneer Ibbotson Moderate Allocatio A LW -0.08 5.04 2.95 13.30 11.98 10.09
Great-West Moderate Profile I Init -0.10 5.04 2.42 12.92 12.95 10.33
Sentinel Balanced I 0.00 5.03 3.32 13.95 15.09 12.20
Compass EMP Multi-Asset Growth T -0.08 5.03 3.01 15.94 6.80 ---
American Funds Balanced Portfolio 529E -0.08 5.03 2.48 14.52 --- ---
American Funds American Balanced 529B -0.08 5.03 3.18 15.58 15.65 12.46
American Funds Balanced Portfolio R3 0.00 5.01 2.55 14.42 --- ---
Great-West Moderate Profile II L -0.09 5.00 2.39 12.88 12.85 ---
American Funds American Balanced 529C -0.08 4.99 3.20 15.59 15.65 12.47
Victory Balanced R 0.21 4.98 3.65 12.74 14.98 10.52
Thrivent Balanced Income Plus I 0.15 4.98 2.79 13.23 15.10 12.60
JHancock Lifestyle Balanced R3 0.25 4.98 2.99 13.40 12.82 10.78
Fidelity Advisor Asset Manager® 70% C 0.14 4.98 2.92 14.64 13.51 11.24
Dreyfus Growth Allocation 0.16 4.98 3.29 15.35 14.12 ---
Thrivent Moderate Allocation A LW 0.15 4.97 2.78 12.78 12.40 10.63
Thrivent Moderate Allocation A 0.15 4.97 2.78 12.78 12.40 10.63
Russell LifePoints Balanced Strategy E -0.08 4.97 2.39 12.20 10.61 9.80
Touchstone Balanced Allocation C 0.47 4.96 2.69 11.77 10.94 9.02
Principal SAM Balanced R2 0.06 4.95 3.03 13.92 13.28 11.14
First Investors Total Return A LW 0.35 4.95 3.31 14.02 15.52 12.37
First Investors Total Return A 0.35 4.95 3.31 14.02 15.52 12.37
Great-West SecureFoundation® Balanced G 0.23 4.94 2.81 13.35 13.13 ---
American Century Strat Allc: Mod B 0.13 4.94 3.01 12.84 12.24 10.06
Wells Fargo Advantage Growth Balanced A 0.23 4.93 3.61 14.93 17.04 12.96
Wells Fargo Advantage Growth Balanc A LW 0.23 4.93 3.61 14.93 17.04 12.96
PNC Balanced Allocation I 0.07 4.93 2.73 13.13 13.71 10.79
Outfitter 0.00 4.93 2.58 11.37 --- ---
JHancock Lifestyle Balanced R1 0.19 4.93 2.96 13.22 12.69 10.65
Fidelity Advisor Asset Manager® 70% B 0.09 4.93 2.94 14.56 13.44 11.16
American Century Strat Allc: Mod C 0.13 4.93 3.01 12.65 12.21 10.04
Russell LifePoints Balanced Strategy R3 -0.08 4.91 2.36 12.11 10.54 9.67
Russell LifePoints Balanced Strategy A -0.08 4.91 2.32 12.08 10.58 9.81
Russell LifePoints Balanced Strateg A LW -0.08 4.91 2.32 12.08 10.58 9.81
Oppenheimer Moderate Inv R 0.28 4.91 3.12 13.29 11.30 10.11
Voya Capital Allocation I 0.09 4.90 2.77 13.68 12.15 10.43
Capital Guardian Core Balanced Instl -0.19 4.90 3.96 --- --- ---
Timothy Plan Growth & Income C 0.36 4.89 2.67 --- --- ---
Prudential Moderate Allocation A LW 0.06 4.88 3.27 12.90 12.55 10.63
Prudential Moderate Allocation A 0.06 4.88 3.27 12.90 12.55 10.63
Madison Moderate Allocation A LW 0.08 4.88 2.60 13.27 11.96 9.81
Madison Moderate Allocation A 0.08 4.88 2.60 13.27 11.96 9.81
AllianzGI Income & Growth C 0.24 4.87 2.83 13.79 13.34 11.94
Principal SAM Balanced R1 0.12 4.86 3.00 13.81 13.14 11.01
Great-West SecureFoundation® Balanced G1 0.23 4.86 2.74 13.21 13.02 ---
Sentinel Balanced A Load Waived -0.05 4.82 3.24 13.60 14.93 12.06
Sentinel Balanced A -0.05 4.82 3.24 13.60 14.93 12.06
Dreyfus Balanced Opportunity J 0.18 4.82 3.66 14.68 15.47 11.82
Dreyfus Balanced Opportunity I 0.18 4.82 3.66 14.71 15.52 11.93
Fidelity Advisor Asset Manager® 60% C 0.17 4.81 2.58 13.27 11.84 10.17
Fidelity Advisor Asset Manager® 50% T 0.22 4.81 2.37 12.42 10.71 9.86
Voya Capital Allocation W 0.09 4.80 2.68 13.66 12.11 ---
Dreyfus Balanced Opportunity Z 0.23 4.80 3.68 14.58 15.28 11.67
Calamos Growth & Income C 0.09 4.80 4.10 14.17 11.21 10.14
TIAA-CREF Managed Allc Inst 0.16 4.79 3.28 14.22 14.07 11.69
PNC Balanced Allocation A Load Waived 0.00 4.78 2.66 12.87 13.44 10.49
PNC Balanced Allocation A 0.00 4.78 2.66 12.87 13.44 10.49
Delaware Foundation Moderate Allc C -0.23 4.78 2.51 12.41 10.56 9.58
RidgeWorth Moderate Allocation Strat C 0.26 4.77 2.98 13.39 10.91 8.84
Rainier Balanced Institutional 0.95 4.77 4.75 15.94 13.35 10.56
GuidePath Tact Constnd Asst Allc Instl 0.08 4.77 3.31 14.41 --- ---
Compass EMP Multi-Asset Growth C -0.17 4.77 2.90 15.43 6.26 6.49
Columbia Capital Allocation Moderate Y 0.34 4.77 2.98 12.74 --- ---
Columbia Capital Allocation Moderate R5 0.34 4.76 2.97 12.70 --- ---
Transamerica Instl Asst Allc Itm/Lg Hrzn 0.43 4.75 3.46 14.46 14.76 12.12
Principal SAM Balanced C 0.12 4.75 3.00 13.62 12.90 10.78
Great-West SecureFoundation® Balanced L 0.17 4.75 2.66 12.98 12.83 ---
Fidelity® Global Strategies 0.21 4.75 2.50 11.41 8.45 9.00
Fidelity Advisor® Global Strategies I 0.21 4.75 2.39 11.40 8.45 9.00
Fidelity Advisor Asset Manager® 60% B 0.17 4.75 2.55 13.26 11.79 10.17
Dreyfus Moderate Allocation 0.11 4.75 2.71 13.29 11.35 ---
American Funds Balanced Portfolio C -0.08 4.75 2.39 13.97 --- ---
Northern Global Tactical Asset Allc 0.08 4.73 2.60 12.74 11.22 9.85
JPMorgan Investor Balanced C 0.07 4.73 2.81 12.52 11.27 9.10
Columbia Capital Allocation Mod Agrsv Y 0.46 4.73 3.77 14.55 --- ---
Tributary Balanced Instl Plus 0.06 4.72 3.23 16.59 --- ---
QS Legg Mason Lifestyle Allocation 70% C 0.00 4.72 3.19 14.75 15.33 12.12
Victory Balanced C 0.24 4.71 3.57 12.34 14.53 10.05
MassMutual RetireSMART Moderate Svc 0.00 4.71 2.39 12.57 12.19 ---
MassMutual RetireSMART Moderate R5 0.00 4.71 2.40 12.60 12.18 ---
Disciplined Growth Investors 3.94 4.71 5.78 18.20 19.15 ---
Voya Capital Allocation O 0.09 4.70 2.73 13.43 11.83 10.11
JPMorgan Investor Balanced B 0.07 4.70 2.82 12.49 11.29 9.09
Columbia Capital Allocation Moderate Z 0.42 4.70 2.98 12.58 11.76 ---
Columbia Capital Allocation Mod Agrsv R5 0.45 4.70 3.69 14.41 --- ---
Prudential Moderate Allocation R 0.00 4.69 3.22 12.60 12.20 10.34
MFS® Moderate Allocation I 0.12 4.69 2.23 12.50 12.37 11.60
Dreyfus Balanced Opportunity A LW 0.18 4.69 3.62 14.42 15.24 11.64
Dreyfus Balanced Opportunity A 0.18 4.69 3.62 14.42 15.24 11.64
American Funds Balanced Portfolio B -0.08 4.69 2.36 13.94 --- ---
Voya Capital Allocation A Load Waived 0.00 4.68 2.72 13.35 11.83 10.10
Voya Capital Allocation A 0.00 4.68 2.72 13.35 11.83 10.10
JHancock Lifestyle Balanced C 0.19 4.68 2.87 12.87 12.29 10.29
ESG Managers® Balanced Port C -0.08 4.68 2.62 12.73 11.61 ---
Columbia Capital Allocation Moderate R4 0.34 4.68 3.01 12.54 --- ---
Principal SAM Balanced B 0.06 4.67 2.96 13.49 12.78 10.67
JHancock Lifestyle Balanced B 0.19 4.67 2.86 12.86 12.26 10.23
Nationwide HighMark Balanced C 0.45 4.66 3.01 11.29 12.24 9.89
Oppenheimer Moderate Inv B 0.37 4.65 3.15 12.86 10.73 9.51
American Funds Balanced Portfolio R1 -0.08 4.65 2.39 13.98 --- ---
ICON Risk-Managed Balanced S 0.93 4.64 2.26 8.69 11.26 8.26
Elfun Diversified 0.19 4.64 3.13 13.06 12.92 9.86
MFS® Moderate Allocation R4 0.06 4.63 2.20 12.46 12.36 11.57
Rainier Balanced Original 0.89 4.62 4.70 15.67 13.04 10.29
Columbia Capital Allocation Moderate K 0.33 4.62 2.94 12.41 11.60 10.58
American Funds Balanced Portfolio R2 -0.15 4.62 2.35 13.90 --- ---
American Funds Balanced Portfolio 529C -0.08 4.62 2.36 13.86 --- ---
MassMutual RetireSMART Moderate Admin -0.09 4.61 2.30 12.38 12.11 ---
American Funds Balanced Portfolio 529B -0.08 4.61 2.39 13.87 --- ---
Tributary Balanced Instl 0.11 4.60 3.22 16.42 14.28 13.81
Thrivent Balanced Income Plus A LW 0.07 4.60 2.61 12.68 14.55 12.07
Thrivent Balanced Income Plus A 0.07 4.60 2.61 12.68 14.55 12.07
TETON Westwood Balanced I -0.61 4.60 2.64 11.94 13.34 10.04
Columbia Capital Allocation Mod Agrsv Z 0.46 4.60 3.69 14.28 13.40 11.87
Nationwide Inv Dest Mod I -0.09 4.59 2.25 12.14 12.59 10.18
TIAA-CREF Managed Allc R 0.16 4.58 3.13 13.87 13.76 11.41
Oppenheimer Moderate Inv C 0.28 4.58 3.07 12.82 10.76 9.55
GE Instl Strategic Investment Inv 0.22 4.58 3.09 12.95 12.95 9.83
BlackRock Growth Prepared Instl 0.00 4.57 3.85 17.15 16.69 13.11
TIAA-CREF Managed Allc Retail 0.16 4.56 3.12 13.91 13.79 11.42
Columbia Capital Allocation Moderate A 0.33 4.56 2.91 12.28 11.49 10.46
Columbia Capital Allocation Moderat A LW 0.33 4.56 2.91 12.28 11.49 10.46
Columbia Capital Allocation Mod Agrsv R4 0.38 4.56 3.66 14.29 --- ---
Vantagepoint Model Port Tradtnl Gr TM 0.15 4.55 2.83 13.43 --- ---
Transamerica Asset Allc Interm/Long Hrzn 0.36 4.54 3.38 14.11 14.43 11.87
TIAA-CREF Lifestyle Moderate Premier 0.15 4.54 3.23 13.90 --- ---
TIAA-CREF Lifestyle Moderate Instl 0.15 4.54 3.19 14.07 --- ---
Pioneer Ibbotson Moderate Allocation C -0.17 4.54 2.74 12.42 11.15 9.32
Praxis Genesis Balanced A Load Waived 0.13 4.53 2.91 12.71 11.65 ---
Praxis Genesis Balanced A 0.13 4.53 2.91 12.71 11.65 ---
Columbia Capital Allocation Mod Agrsv K 0.38 4.53 3.58 14.06 --- ---
Fidelity Advisor® Global Strategies A LW 0.10 4.52 2.38 11.03 8.15 8.72
Fidelity Advisor® Global Strategies A 0.10 4.52 2.38 11.03 8.15 8.72
Fidelity Advisor Asset Manager® 50% C 0.17 4.52 2.25 11.88 10.19 9.32
Centre Multi-Asset Rl Ret Instl -0.10 4.52 2.52 9.23 --- ---
MFS® Moderate Allocation A Load Waived 0.12 4.50 2.19 12.25 12.07 11.31
MFS® Moderate Allocation A 0.12 4.50 2.19 12.25 12.07 11.31
Fidelity Advisor Asset Manager® 50% B 0.17 4.50 2.24 11.87 10.18 9.29
Capital Guardian Core Balanced Investor -0.19 4.50 3.77 --- --- ---
Russell LifePoints Balanced Strategy C -0.16 4.49 2.15 11.30 9.77 9.00
QS Legg Mason Lifestyle Allocation 70% B 0.00 4.49 3.09 14.42 15.04 11.82
Madison Diversified Income A LW -0.67 4.49 1.72 11.22 11.89 10.55
Madison Diversified Income A -0.67 4.49 1.72 11.22 11.89 10.55
TETON Westwood Balanced AAA -0.61 4.47 2.65 11.74 13.08 9.78
MFS® Moderate Allocation R3 0.06 4.47 2.15 12.20 12.08 11.29
MainStay Moderate Allocation I 0.07 4.46 2.88 13.85 15.05 11.66
ICON Risk-Managed Balanced A LW 0.95 4.46 2.17 8.47 10.97 7.99
ICON Risk-Managed Balanced A 0.95 4.46 2.17 8.47 10.97 7.99
SunAmerica Focused Balanced Strategy A 0.45 4.45 3.73 14.56 11.30 9.26
SunAmerica Focused Balanced Strateg A LW 0.45 4.45 3.73 14.56 11.30 9.26
Madison Moderate Allocation C 0.08 4.45 2.52 12.57 11.17 9.00
Madison Moderate Allocation B 0.08 4.45 2.43 12.48 11.14 9.01
Wells Fargo Advantage Growth Balanced B 0.17 4.44 3.44 14.08 16.16 12.10
MFS® Moderate Allocation 529A LW 0.06 4.44 2.13 12.20 12.02 11.22
MFS® Moderate Allocation 529A 0.06 4.44 2.13 12.20 12.02 11.22
Wells Fargo Advantage Growth Balanced C 0.18 4.43 3.44 14.08 16.16 12.12
RiverFront Moderate Growth & Income I 0.00 4.43 2.39 12.46 10.94 ---
Centre Multi-Asset Reall Ret Inv -0.10 4.43 2.53 9.03 --- ---
Pioneer Ibbotson Moderate Allocation B -0.16 4.42 2.71 12.31 11.02 9.18
TIAA-CREF Lifestyle Moderate Retirement 0.15 4.41 3.21 13.82 --- ---
MassMutual RetireSMART Moderate A LW -0.09 4.41 2.21 12.14 11.81 ---
MassMutual RetireSMART Moderate A -0.09 4.41 2.21 12.14 11.81 ---
GuidePath Tact Constnd Asst Allc Svc 0.00 4.41 3.23 13.69 12.56 ---
Vantagepoint Model Port Tradtnl Gr Inv M 0.15 4.40 2.80 13.18 12.99 10.39
TIAA-CREF Lifestyle Moderate Retail 0.15 4.40 3.20 13.78 --- ---
Nationwide Inv Dest Mod A Load Waived -0.09 4.39 2.14 11.85 12.26 9.87
Nationwide Inv Dest Mod A -0.09 4.39 2.14 11.85 12.26 9.87
First Investors Total Return B 0.20 4.39 3.03 13.07 14.66 11.57
Columbia Capital Allocation Mod Agrsv A 0.38 4.39 3.54 13.89 13.10 11.58
Columbia Capital Allocation Mod Agr A LW 0.38 4.39 3.54 13.89 13.10 11.58
PNC Balanced Allocation C 0.00 4.38 2.45 12.13 12.60 9.67
Franklin Moderate Allocation Advisor 0.56 4.38 2.89 12.99 10.56 9.72
Prudential Moderate Allocation C -0.07 4.36 3.02 12.00 11.70 9.77
Columbia Capital Allocation Moderate R 0.34 4.36 2.85 12.04 11.18 ---
Columbia Capital Allocation Mod Agrsv T 0.38 4.36 3.61 13.93 13.05 ---
Prudential Moderate Allocation B 0.00 4.35 3.09 12.07 11.72 9.79
MFS® Moderate Allocation R2 0.06 4.34 2.11 12.01 11.80 11.02
Fidelity Advisor® Global Strategies T 0.10 4.33 2.29 10.80 7.88 8.45
Transamerica Asset Allc Mod Gr I 0.53 4.32 3.54 14.32 14.18 ---
PL Port Optimization Moderate Adv 0.07 4.31 2.98 11.23 --- ---
TETON Westwood Balanced A Load Waived -0.61 4.30 2.56 11.48 12.80 9.50
TETON Westwood Balanced A -0.61 4.30 2.56 11.48 12.80 9.50
GE Instl Strategic Investment Svc 0.07 4.30 2.96 12.61 12.64 9.42
BlackRock Growth Prepared Inv A LW -0.07 4.30 3.75 16.70 16.24 12.70
BlackRock Growth Prepared Inv A -0.07 4.30 3.75 16.70 16.24 12.70
Nationwide Inv Dest Mod Svc -0.18 4.29 2.06 11.71 12.10 9.74
VALIC Company I Dynamic Allocation -0.08 4.28 3.92 13.87 --- ---
Voya Capital Allocation C 0.00 4.27 2.52 12.59 11.00 9.28
MainStay Moderate Allocation A LW 0.00 4.26 2.75 13.51 14.74 11.34
MainStay Moderate Allocation A 0.00 4.26 2.75 13.51 14.74 11.34
Columbia Capital Allocation Mod Agrsv R 0.38 4.26 3.56 13.72 12.83 11.31
Sentinel Balanced C -0.15 4.25 3.03 12.69 14.00 11.16
Transamerica Asset Allc Mod Gr A LW 0.59 4.24 3.46 14.03 13.86 10.98
Transamerica Asset Allc Mod Gr A 0.59 4.24 3.46 14.03 13.86 10.98
PL Port Optimization Moderate A LW 0.14 4.24 2.98 11.02 11.90 10.19
PL Port Optimization Moderate A 0.14 4.24 2.98 11.02 11.90 10.19
Nationwide Inv Dest Mod R -0.09 4.24 2.04 11.44 11.86 9.50
BlackRock Growth Prepared R -0.07 4.24 3.68 16.42 16.04 12.50
Eudora 0.66 4.23 4.02 4.26 --- ---
Ascendant Balanced I -0.87 4.22 1.51 12.65 --- ---
RiverFront Moderate Growth & Income A LW -0.08 4.21 2.27 12.08 10.64 ---
RiverFront Moderate Growth & Income A -0.08 4.21 2.27 12.08 10.64 ---
Dreyfus Balanced Opportunity C 0.13 4.21 3.43 13.59 14.36 10.79
Franklin Moderate Allocation A LW 0.50 4.20 2.83 12.72 10.29 9.44
Franklin Moderate Allocation A 0.50 4.20 2.83 12.72 10.29 9.44
MainStay Moderate Allocation Inv 0.07 4.19 2.75 13.32 14.59 11.18
Schwab MarketTrack Balanced Investor 0.05 4.18 2.53 12.55 12.78 10.42
Voya Capital Allocation B 0.00 4.15 2.51 12.50 10.99 9.29
Calvert Moderate Allocation A LW -0.20 4.13 2.72 12.44 13.63 10.67
Calvert Moderate Allocation A -0.20 4.13 2.72 12.44 13.63 10.67
InvestEd Balanced Load Waived 0.07 4.12 3.48 14.54 13.55 9.32
InvestEd Balanced 0.07 4.12 3.48 14.54 13.55 9.32
Highland Total Return Y 0.12 4.10 2.95 12.27 11.84 9.11
SunAmerica Focused Multi-Asset Strat A 0.31 4.06 3.86 14.63 8.79 8.51
SunAmerica Focused Multi-Asset Stra A LW 0.31 4.06 3.86 14.63 8.79 8.51
Fidelity Advisor® Global Strategies C 0.10 4.06 2.22 10.24 7.36 7.92
MFS® Moderate Allocation B 0.06 4.04 1.96 11.40 11.23 10.46
PL Port Optimization Moderate R 0.07 4.03 2.92 10.76 11.62 9.94
MFS® Moderate Allocation R1 0.00 4.03 1.95 11.36 11.22 10.46
MFS® Moderate Allocation C 0.00 4.03 1.92 11.37 11.23 10.46
Columbia Capital Allocation Moderate C 0.25 4.03 2.74 11.44 10.65 9.65
TETON Westwood Balanced C -0.68 4.02 2.42 10.90 12.23 8.95
Madison Diversified Income C -0.73 4.02 1.59 10.42 --- ---
Franklin Moderate Allocation R 0.44 4.02 2.71 12.35 10.01 9.17
Fidelity Advisor® Global Strategies B 0.10 4.02 2.20 10.23 7.36 7.91
Columbia Capital Allocation Moderate B 0.34 4.02 2.73 11.51 10.66 9.65
Ascendant Balanced A Load Waived -0.87 4.02 1.44 12.36 --- ---
Ascendant Balanced A -0.87 4.02 1.44 12.36 --- ---
Madison Diversified Income B -0.66 4.01 1.59 10.49 11.09 9.74
ICON Risk-Managed Balanced C 0.85 4.01 2.00 7.68 10.15 7.17
Hartford Moderate Allocation I -0.44 4.01 2.03 11.11 10.26 9.48
SunAmerica Focused Balanced Strategy C 0.32 4.00 3.51 13.83 10.60 8.54
MFS® Moderate Allocation 529B 0.00 3.99 1.90 11.31 11.17 10.40
Hartford Moderate Allocation R5 -0.44 3.99 2.02 11.03 10.21 9.46
Transamerica Asset Allc Mod Gr R 0.46 3.98 3.41 13.73 13.62 10.76
MFS® Moderate Allocation 529C 0.06 3.97 1.92 11.34 11.20 10.40
Columbia Capital Allocation Mod Agrsv B 0.31 3.96 3.46 13.11 12.24 10.74
Highland Total Return A Load Waived 0.08 3.94 2.86 11.97 11.56 8.87
Highland Total Return A 0.08 3.94 2.86 11.97 11.56 8.87
SunAmerica Focused Balanced Strategy B 0.32 3.92 3.51 13.79 10.56 8.51
Columbia Capital Allocation Mod Agrsv C 0.30 3.90 3.40 13.08 12.26 10.73
BlackRock Growth Prepared Inv C -0.07 3.89 3.65 15.92 15.45 11.89
American Funds Asset Allocation HLS IB 0.08 3.88 3.14 14.59 17.03 13.03
Nationwide Inv Dest Mod C -0.18 3.86 1.91 11.00 11.46 9.09
Hartford Moderate Allocation A LW -0.52 3.77 1.96 10.76 9.91 9.17
Hartford Moderate Allocation A -0.52 3.77 1.96 10.76 9.91 9.17
PL Port Optimization Moderate C 0.07 3.76 2.87 10.34 11.20 9.48
Hartford Moderate Allocation R4 -0.52 3.76 1.87 10.73 9.88 9.12
PL Port Optimization Moderate B 0.07 3.75 2.86 10.35 11.17 9.47
Highland Total Return R 0.08 3.75 2.80 11.72 11.32 8.62
Franklin Moderate Allocation C 0.45 3.74 2.65 11.87 9.45 8.64
RiverFront Moderate Growth & Income C -0.16 3.73 2.08 11.25 9.82 ---
Ascendant Balanced C -0.96 3.72 1.26 11.45 --- ---
AdvisorOne Liahona N 0.00 3.71 2.45 11.42 11.49 9.69
Transamerica Asset Allc Mod Gr C 0.46 3.70 3.28 13.15 13.05 10.23
MainStay Moderate Allocation B 0.00 3.70 2.56 12.54 13.75 10.37
Transamerica Asset Allc Mod Gr B 0.46 3.67 3.25 13.12 12.98 10.17
Fallen Angels Income -0.54 3.67 1.76 12.71 13.86 11.19
Hartford Moderate Allocation R3 -0.45 3.65 1.91 10.43 9.56 8.81
MainStay Moderate Allocation C -0.07 3.63 2.49 12.46 13.72 10.35
SunAmerica Focused Multi-Asset Strat C 0.25 3.62 3.69 13.90 8.10 7.80
SunAmerica Focused Multi-Asset Strat B 0.25 3.62 3.69 13.87 8.07 7.79
Calvert Moderate Allocation C -0.26 3.62 2.52 11.65 12.79 9.86
Even Keel Multi-Asset Managed Risk I 0.25 3.58 2.96 11.53 --- ---
Wells Fargo Advantage WB Growth Balanced 0.00 3.40 2.60 11.98 14.29 11.05
Highland Total Return C 0.00 3.39 2.65 11.10 10.71 8.05
ASTON/Montag & Caldwell Balanced I -0.04 3.39 2.28 12.79 11.41 9.51
Hartford Moderate Allocation C -0.52 3.33 1.75 10.00 9.12 8.36
Hartford Moderate Allocation B -0.52 3.33 1.75 9.89 9.02 8.29
ASTON/Montag & Caldwell Balanced N 0.00 3.33 2.29 12.69 11.28 9.39
Villere Balanced Inv 0.65 3.29 2.37 13.78 19.79 18.43
Wilmington Strategic Allc Mod Instl 0.28 2.83 2.53 10.86 10.03 ---
Huntington Balanced Allocation A LW 0.00 2.78 2.21 9.58 9.73 7.96
Huntington Balanced Allocation A 0.00 2.78 2.21 9.58 9.73 7.96
Arrow DWA Balanced Institutional 0.07 2.52 2.04 11.42 --- ---
Wilmington Strategic Allc Mod A LW 0.19 2.47 2.47 10.33 9.68 8.38
Wilmington Strategic Allc Mod A 0.19 2.47 2.47 10.33 9.68 8.38
Hennessy Balanced Investor -0.77 2.33 1.42 6.01 8.17 8.05
Arrow DWA Balanced A Load Waived 0.07 2.33 1.98 11.15 8.80 9.02
Arrow DWA Balanced A 0.07 2.33 1.98 11.15 8.80 9.02
Huntington Income Generation A LW -0.67 2.32 1.90 --- --- ---
Huntington Income Generation A -0.67 2.32 1.90 --- --- ---
Sound Mind Investing Balanced 0.09 2.19 2.73 11.87 12.59 ---
Huntington Income Generation C -0.71 1.99 1.67 7.89 --- ---
Arrow DWA Balanced C -0.07 1.84 1.77 10.27 7.98 8.20
Roumell Opportunistic Value Instl -1.13 1.16 -1.69 -1.29 7.58 ---
Roumell Opportunistic Value A LW -1.14 0.97 -1.70 -1.55 7.31 ---
Roumell Opportunistic Value A -1.14 0.97 -1.70 -1.55 7.31 ---
Aftershock Strategies I 0.11 0.93 1.04 -0.87 --- ---
Neuberger Berman AMT Balanced I 0.74 0.81 3.16 9.78 12.12 11.07
Aftershock Strategies N 0.00 0.69 0.86 -1.23 --- ---
Roumell Opportunistic Value C -1.29 0.44 -1.92 -2.29 --- ---
Greenspring -0.19 0.37 0.87 5.33 11.30 8.65
Catalyst/SMH Total Return Income A LW -1.82 0.17 1.97 3.11 9.70 9.42
Catalyst/SMH Total Return Income A -1.82 0.17 1.97 3.11 9.70 9.42
Catalyst/SMH Total Return Income I -1.80 0.16 2.03 3.21 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Catalyst/SMH Total Return Income C -1.89 -0.42 1.78 2.17 8.82 8.62
RiverNorth Core Opportunity I --- --- --- --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 0.08 --- 3.56 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 0.00 --- 3.33 --- --- ---
QCI Balanced Institutional 0.19 --- 2.31 --- --- ---
Nationwide Inv Dest Mod Instl Svc -0.09 --- 2.23 --- --- ---
Nationwide Diverse Managers Instl Svc -0.20 --- 2.02 --- --- ---
MassMutual RetireSMART Mod R4 0.00 --- 2.30 --- --- ---
MassMutual RetireSMART Mod R3 0.00 --- 2.21 --- --- ---
MassMutual RetireSMART Mod I 0.00 --- 2.39 --- --- ---
MassMutual Premier Balanced R4 0.23 --- 3.47 --- --- ---
MassMutual Premier Balanced R3 0.16 --- 3.31 --- --- ---
MassMutual Premier Balanced I 0.31 --- 3.56 --- --- ---
Legg Mason Lifestyle Allocation 70% R 0.06 --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy R 0.08 --- --- --- --- ---
BMO Growth Balanced Y 0.20 --- --- --- --- ---
BMO Growth Balanced R-3 0.20 --- --- --- --- ---
BMO Growth Balanced I 0.20 --- --- --- --- ---
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