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Data through 12/11/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 1.65 12.39 3.49 11.85 5.92 7.96
Plumb Balanced 1.24 22.87 6.03 23.52 9.09 11.56
Savos Dynamic Hedging 3.28 19.48 7.07 18.42 --- ---
VALIC Company I Dynamic Allocation 2.95 19.39 6.09 18.42 6.28 ---
Virtus Tactical Allocation A 1.21 19.25 2.97 18.29 5.31 7.37
Virtus Strategic Allocation A 1.17 19.19 3.05 18.11 5.08 6.92
Virtus Tactical Allocation C 1.18 18.41 2.79 17.39 4.56 6.58
Virtus Strategic Allocation C 1.11 18.34 2.80 17.25 4.30 6.13
Janus Henderson Balanced N 2.65 18.30 5.98 17.33 8.02 10.35
Janus Henderson Balanced I 2.65 18.19 5.92 17.24 7.93 10.28
Janus Henderson Balanced D 2.65 18.14 5.91 17.17 7.86 10.20
Fidelity® Puritan® K 1.75 18.10 4.78 17.41 8.46 11.09
Janus Henderson VIT Balanced Instl 2.60 18.06 5.79 17.15 7.88 10.30
Fidelity® Puritan® 1.73 18.03 4.73 17.35 8.37 10.98
Janus Henderson Balanced T 2.62 18.01 5.89 17.05 7.75 10.09
Columbia Capital Alloc Mod Agrsv Inst2 2.03 17.98 4.37 17.07 8.43 9.70
Columbia Capital Alloc Mod Agrsv Inst3 2.00 17.96 4.32 17.15 8.48 ---
Columbia Capital Alloc Mod Agrsv Inst 2.05 17.91 4.40 17.06 8.35 9.58
Columbia Capital Alloc Mod Agrsv Adv 2.03 17.91 4.35 17.07 8.35 9.60
Janus Henderson Balanced A 2.62 17.87 5.86 16.87 7.63 9.96
Columbia Capital Alloc Mod Agrsv K 1.98 17.73 4.29 16.83 8.15 ---
Janus Henderson Balanced S 2.62 17.72 5.81 16.76 7.48 9.81
T. Rowe Price Balanced I 1.47 17.67 3.62 17.03 --- ---
Fidelity® Global Strategies 1.22 17.64 3.32 17.24 7.57 6.98
Fidelity Advisor® Global Strategies I 1.12 17.64 3.32 17.24 7.57 6.98
Columbia Capital Alloc Mod Agrsv V 1.97 17.57 4.25 16.65 8.06 9.29
Columbia Capital Alloc Mod Agrsv A 1.97 17.57 4.25 16.65 8.06 9.29
Fidelity Asset Manager® 70% 1.41 17.49 3.78 16.82 8.04 9.82
T. Rowe Price Balanced 1.43 17.48 3.58 16.79 7.95 9.73
Janus Henderson Balanced R 2.61 17.48 5.75 16.47 7.21 9.54
Fidelity Advisor Asset Manager® 70% I 1.41 17.43 3.78 16.80 8.00 9.77
Vanguard STAR Inv 1.84 17.40 4.19 16.78 7.84 9.69
Columbia Capital Alloc Mod Agrsv R 1.97 17.37 4.27 16.48 7.83 9.05
Sit Balanced 1.59 17.28 4.73 16.58 8.13 10.05
Fidelity Advisor® Global Strategies A 1.12 17.21 3.23 16.89 7.27 6.70
Fidelity Advisor Asset Manager® 70% A 1.37 17.14 3.66 16.47 7.70 9.47
JPMorgan Diversified L 1.64 17.12 4.19 16.13 7.50 9.51
Janus Henderson Balanced C 2.55 17.12 5.67 16.13 6.89 9.18
Fidelity Advisor® Global Strategies M 1.13 17.04 3.24 16.56 7.03 6.45
Fidelity Advisor Asset Manager® 70% M 1.37 16.92 3.66 16.21 7.45 9.20
T. Rowe Price Personal Strat Bal I 1.33 16.87 3.29 16.28 --- ---
JPMorgan Diversified I 1.58 16.81 4.06 15.83 7.23 9.24
Columbia Capital Alloc Mod Agrsv C 1.97 16.75 4.10 15.91 7.28 8.49
T. Rowe Price Personal Strat Bal 1.33 16.73 3.25 16.14 7.89 9.41
1919 Socially Responsive Balanced I 2.20 16.64 5.97 16.10 7.02 9.33
JPMorgan Diversified A 1.64 16.56 4.08 15.57 6.96 8.97
Fidelity Advisor® Global Strategies C 1.04 16.53 3.07 16.07 6.52 5.91
Fidelity Advisor Asset Manager® 70% C 1.29 16.32 3.50 15.62 6.89 8.66
1919 Socially Responsive Balanced A 2.11 16.29 5.93 15.74 6.73 9.04
TIAA-CREF Managed Allc Inst 1.54 16.11 3.66 15.33 7.93 9.08
TIAA-CREF Lifestyle Moderate Instl 1.56 16.11 3.57 15.30 7.81 8.95
BNY Mellon Asset Allocation M 2.14 16.07 4.87 15.35 6.88 8.32
TIAA-CREF Lifestyle Moderate Advisor 1.49 16.06 3.54 15.22 --- ---
Fidelity® Balanced K 1.76 16.06 3.88 15.28 8.11 10.73
American Funds Balanced Portfolio R6 1.41 15.99 3.32 15.55 7.65 9.60
JPMorgan Diversified C 1.55 15.96 3.92 14.96 6.41 8.41
Fidelity® Balanced 1.74 15.96 3.84 15.18 8.00 10.61
Fidelity Advisor® Balanced Z 1.73 15.96 3.81 15.19 8.13 ---
American Funds Balanced Portfolio R5 1.41 15.95 3.31 15.50 7.60 9.55
Roumell Opportunistic Value Instl 1.20 15.89 1.31 16.65 4.47 2.76
TIAA-CREF Lifestyle Moderate Premier 1.48 15.87 3.51 15.02 7.65 8.78
American Funds Balanced Portfolio 529F1 1.48 15.86 3.36 15.38 7.48 9.41
TIAA-CREF Lifestyle Moderate Retirement 1.49 15.83 3.43 14.95 7.52 8.68
American Funds Balanced Portfolio F2 1.41 15.83 3.30 15.45 7.56 9.49
TIAA-CREF Managed Allc R 1.55 15.82 3.60 14.97 7.67 8.80
RiverNorth Core Opportunity I 0.96 15.81 3.11 16.44 7.52 ---
Fidelity Advisor® Balanced I 1.70 15.81 3.79 14.98 7.97 10.55
American Funds Balanced Portfolio R5E 1.41 15.81 3.29 15.41 --- ---
Nuveen Strategy Growth Allocation I 1.66 15.77 4.00 14.70 7.11 9.18
BNY Mellon Asset Allocation Inv 2.18 15.77 4.93 15.14 6.64 8.05
TIAA-CREF Managed Allc Retail 1.54 15.75 3.59 15.00 7.67 8.80
TIAA-CREF Lifestyle Moderate Retail 1.42 15.73 3.43 14.94 7.51 8.64
InvestEd Balanced 1.38 15.71 3.32 14.70 6.22 8.31
American Funds Balanced Portfolio A 1.48 15.68 3.25 15.23 7.31 9.27
American Funds Balanced Portfolio F1 1.48 15.64 3.24 15.15 7.27 9.22
American Funds Balanced Portfolio R4 1.42 15.60 3.25 15.16 7.27 9.23
Roumell Opportunistic Value A 1.22 15.59 1.33 16.38 4.25 2.54
American Funds Balanced Portfolio 529A 1.42 15.55 3.24 15.07 7.23 9.19
Fidelity Advisor® Balanced A 1.67 15.53 3.72 14.69 7.70 10.26
VY® T. Rowe Price Capital Apprec R6 1.86 15.51 3.25 15.22 --- ---
RiverNorth Core Opportunity R 0.88 15.50 2.96 16.14 7.24 8.54
MassMutual Premier Balanced I 2.52 15.50 5.25 14.57 7.67 ---
T. Rowe Price Capital Appreciation I 1.85 15.49 3.28 15.27 --- ---
AMG Managers Montag & Caldwell Balancd I 2.15 15.47 2.82 14.39 5.76 7.53
1919 Socially Responsive Balanced C 2.07 15.47 5.68 14.91 5.96 8.26
VY® T. Rowe Price Capital Apprec I 1.82 15.42 3.21 15.19 10.01 12.80
T. Rowe Price Capital Appreciation 1.85 15.39 3.25 15.13 9.95 12.70
Nuveen Strategy Growth Allocation A 1.59 15.39 3.87 14.42 6.84 8.91
American Funds Balanced Portfolio 529E 1.42 15.35 3.18 14.89 6.99 8.90
1919 Socially Responsive Balanced B 2.09 15.33 5.71 14.75 5.81 7.98
MassMutual Premier Balanced R5 2.52 15.31 5.17 14.36 7.51 9.50
MassMutual Premier Balanced Svc 2.56 15.30 5.17 14.30 7.42 9.37
Fidelity Asset Manager® 60% 1.18 15.30 3.14 14.84 7.26 8.73
American Funds Balanced Portfolio R3 1.42 15.30 3.18 14.83 6.98 8.89
Virtus Herzfeld I 1.23 15.29 3.12 15.79 8.53 8.73
JHFunds2 Capital Appreciation Value NAV 1.84 15.29 3.16 15.02 9.80 12.58
Fidelity Advisor Asset Manager® 60% I 1.26 15.29 3.14 14.81 7.22 8.69
AMG Managers Montag & Caldwell Balancd N 2.10 15.29 2.79 14.33 5.67 7.42
EValuator Moderate RMS Service 1.97 15.28 4.65 14.71 --- ---
Touchstone Balanced Y 2.48 15.25 4.97 14.96 7.69 9.67
Fidelity Advisor® Balanced M 1.63 15.23 3.65 14.41 7.43 10.01
VY® T. Rowe Price Capital Apprec S 1.82 15.18 3.18 14.92 9.74 12.53
Nuveen Strategy Growth Allocation R3 1.54 15.17 3.85 14.09 6.58 8.64
AMG Chicago Equity Partners Balanced Z 1.89 15.17 4.88 14.57 7.62 9.74
American Funds Balanced Portfolio R2E 1.35 15.15 3.11 14.59 7.01 ---
Prudential Moderate Allocation Z 2.01 15.09 4.25 14.43 6.80 8.36
MassMutual Premier Balanced Adm 2.43 15.08 5.16 14.19 7.30 9.24
PNC Balanced Allocation I 1.94 15.07 4.21 14.80 6.43 8.17
AMG Chicago Equity Partners Balanced I 1.94 15.07 4.92 14.52 7.53 9.66
UBS US Allocation P 2.08 15.06 4.28 14.26 7.93 10.79
T. Rowe Price Capital Appreciation Adv 1.81 15.03 3.15 14.77 9.61 12.36
MassMutual Premier Balanced R4 2.52 15.03 5.16 14.02 7.15 ---
VY® T. Rowe Price Capital Apprec S2 1.80 15.00 3.13 14.74 9.57 12.36
Virtus Herzfeld A 1.23 14.98 3.05 15.51 8.26 8.46
Putnam Dynamic Asset Allocation Bal R6 2.36 14.97 4.76 14.58 7.71 10.26
Fidelity Advisor Asset Manager® 60% A 1.19 14.97 3.07 14.53 6.94 8.40
Wells Fargo Growth Balanced Admin 1.67 14.96 4.18 14.12 7.43 10.47
Alger Balanced I-2 2.26 14.95 5.07 14.62 8.42 9.87
George Putnam Balanced R6 1.41 14.94 3.93 14.55 7.64 ---
MassMutual Premier Balanced A 2.50 14.93 5.13 13.91 7.06 8.98
Touchstone Balanced A 2.46 14.92 4.86 14.68 7.45 9.39
Schwab Balanced 1.93 14.91 4.34 13.98 7.26 9.51
EValuator Moderate RMS R4 1.89 14.88 4.48 14.35 --- ---
AMG Chicago Equity Partners Balanced N 1.84 14.88 4.86 14.27 7.35 9.46
Pioneer Classic Balanced K 2.66 14.87 5.19 14.88 --- ---
Putnam Dynamic Asset Allocation Bal R5 2.36 14.86 4.74 14.52 7.60 10.14
George Putnam Balanced R5 1.37 14.86 3.93 14.47 7.55 ---
Hartford Balanced Y 2.60 14.84 5.14 14.62 6.94 10.14
Hartford Balanced R5 2.60 14.84 5.13 14.61 6.89 10.08
Putnam Dynamic Asset Allocation Bal Y 2.36 14.82 4.74 14.48 7.62 10.14
Hartford Balanced HLS IA 2.65 14.82 5.20 14.65 6.97 10.18
Prudential Moderate Allocation A 1.95 14.80 4.19 14.11 6.52 8.09
VY® T. Rowe Price Capital Apprec A 1.79 14.79 3.09 14.53 9.35 12.13
George Putnam Balanced Y 1.42 14.79 3.94 14.47 7.52 10.03
Calvert Moderate Allocation I 1.94 14.78 3.96 13.99 --- ---
American Funds American Balanced R6 2.00 14.78 4.32 14.35 8.70 11.25
American Funds Balanced Portfolio R2 1.36 14.77 3.09 14.33 6.49 8.39
American Funds Balanced Portfolio R1 1.35 14.77 3.07 14.25 6.47 8.39
American Funds Balanced Portfolio 529C 1.35 14.77 3.06 14.20 6.41 8.32
PNC Balanced Allocation A 1.93 14.76 4.19 14.49 6.14 7.87
Fidelity Advisor Asset Manager® 60% M 1.20 14.76 3.01 14.26 6.65 8.12
American Funds Balanced Portfolio C 1.36 14.76 3.01 14.31 6.48 8.41
UBS US Allocation A 2.05 14.75 4.21 13.95 7.63 10.49
Transamerica Asset Allocation Mod Gr I 1.32 14.75 2.90 14.33 7.39 9.42
Value Line Asset Allocation Instl 2.20 14.74 3.88 13.63 --- ---
Fidelity Advisor® Balanced C 1.63 14.73 3.50 13.83 6.88 9.43
MassMutual Premier Balanced R3 2.45 14.70 5.10 13.74 6.92 ---
Wells Fargo Growth Balanced A 1.64 14.69 4.11 13.85 7.15 10.20
PNC Balanced Allocation T 1.92 14.69 4.07 14.43 --- ---
Hartford Balanced I 2.60 14.68 5.07 14.49 --- ---
American Funds American Balanced R5 2.00 14.68 4.27 14.28 8.64 11.19
American Century Strat Allc: Mod R6 1.49 14.68 3.45 13.95 6.70 ---
American Funds American Balanced F2 2.01 14.66 4.30 14.25 8.60 11.13
Nuveen Strategy Growth Allocation C 1.56 14.65 3.67 13.58 6.03 8.09
Pioneer Classic Balanced Y 2.64 14.64 5.15 14.72 6.85 9.89
American Funds American Balanced R5E 2.01 14.64 4.28 14.19 --- ---
Roumell Opportunistic Value C 1.06 14.63 1.06 15.38 3.48 ---
American Funds American Balanced 529F 2.01 14.61 4.26 14.19 8.54 11.06
BlackRock Balanced Capital Instl 2.20 14.59 4.49 14.16 8.15 10.86
Prudential Moderate Allocation R 1.97 14.58 4.15 13.85 6.21 7.78
Franklin Moderate Allocation Advisor 1.02 14.58 2.94 14.32 6.05 7.39
Putnam Dynamic Asset Allocation Bal A 2.37 14.56 4.69 14.22 7.34 9.86
American Century One Choice Mod Inv 1.52 14.56 3.37 13.79 6.55 8.39
Hartford Balanced HLS IB 2.62 14.54 5.13 14.36 6.70 9.90
State Farm Equity & Bond Premier 1.75 14.53 5.11 13.89 7.37 9.89
American Century Strat Allc: Mod I 1.62 14.53 3.40 13.93 6.58 8.32
State Farm Equity & Bond R3 1.79 14.51 5.22 13.86 7.45 10.02
Oppenheimer Moderate Inv Y 1.63 14.51 3.06 13.92 6.16 7.85
Value Line Asset Allocation Investor 2.15 14.50 3.80 13.33 7.45 9.61
Pioneer Classic Balanced A 2.65 14.50 5.08 14.43 6.65 9.62
JHancock Multimanager Lifestyle Bal 5 1.38 14.50 3.12 13.87 6.94 8.22
George Putnam Balanced A 1.37 14.50 3.84 14.18 7.25 9.75
American Funds College 2030 529F1 1.30 14.50 2.93 13.91 6.76 9.76
Transamerica Asset Allocation Mod Gr A 1.32 14.48 2.83 14.03 7.12 9.13
Hartford Balanced R4 2.56 14.48 5.06 14.23 6.57 9.75
State Farm Equity & Bond Instl 1.69 14.46 5.07 13.86 7.52 10.08
Hartford Balanced A 2.55 14.45 5.04 14.23 6.53 9.68
JHancock Multimanager Lifestyle Bal R5 1.37 14.44 3.09 13.79 6.87 8.13
JHancock Multimanager Lifestyle Bal R6 1.38 14.43 3.05 13.80 6.92 8.19
State Farm Equity & Bond A 1.78 14.41 5.17 13.77 7.29 9.86
American Funds American Balanced A 1.97 14.41 4.21 13.99 8.39 10.90
Franklin Moderate Allocation A 1.02 14.40 2.88 14.08 5.80 7.13
JHancock Multimanager Lifestyle Bal 1 1.38 14.39 3.11 13.82 6.89 8.15
American Funds American Balanced R4 1.97 14.39 4.20 13.92 8.32 10.86
Calvert Moderate Allocation A 1.95 14.37 3.81 13.54 6.92 8.94
American Funds American Balanced 529A 1.97 14.37 4.24 13.93 8.29 10.82
American Century Strat Allc: Mod Inv 1.62 14.37 3.49 13.70 6.37 8.11
American Funds American Balanced F1 1.97 14.36 4.23 13.92 8.31 10.84
State Farm Equity & Bond R2 1.71 14.35 5.15 13.62 7.20 9.74
Elfun Diversified 1.39 14.35 3.28 14.10 6.14 7.94
JHancock Multimanager Lifestyle Bal I 1.32 14.34 3.03 13.67 --- ---
Putnam Dynamic Asset Allocation Bal R 2.39 14.33 4.67 13.93 7.08 9.58
State Farm Equity & Bond R1 1.80 14.32 5.16 13.59 7.03 9.55
State Farm Equity & Bond B 1.77 14.31 5.16 13.56 6.73 9.27
BlackRock Balanced Capital Inv A 2.17 14.31 4.47 13.85 7.85 10.55
Hartford Checks and Balances R5 2.10 14.30 4.12 13.49 7.42 10.55
State Farm Equity & Bond B Legacy 1.75 14.29 5.19 13.62 6.98 9.49
American Funds College 2030 529A 1.30 14.29 2.87 13.76 6.58 9.56
Pioneer Classic Balanced R 2.55 14.28 4.97 14.28 --- ---
George Putnam Balanced R 1.38 14.27 3.81 13.88 6.98 9.48
Virtus Herzfeld C 1.24 14.24 2.88 14.68 7.46 7.66
JHancock Multimanager Lifestyle Bal R4 1.38 14.23 3.04 13.52 6.65 7.91
Manning & Napier Pro-Blend Extnd Term I 0.68 14.22 0.68 13.08 4.71 6.94
Hartford Checks and Balances I 2.10 14.17 4.12 13.47 7.38 10.53
Fidelity Advisor Asset Manager® 60% C 1.13 14.17 2.88 13.66 6.13 7.57
Voya Retirement Moderate Growth Port I 1.61 14.15 3.61 13.49 6.80 8.43
MFS® Moderate Allocation R4 1.44 14.15 3.03 13.62 6.72 7.81
MFS® Moderate Allocation I 1.42 14.14 2.99 13.55 6.71 7.81
Voya Solution Balanced Port R6 1.67 14.13 3.80 13.41 --- ---
Transamerica Asset Allocation Mod Gr R 1.33 14.13 2.77 13.75 6.82 8.86
Vanguard LifeStrategy Moderate Gr Inv 1.49 14.11 3.29 13.72 6.98 8.50
Touchstone Balanced C 2.41 14.11 4.70 13.83 6.63 8.55
Oppenheimer Moderate Inv A 1.56 14.11 2.91 13.65 5.89 7.56
Hartford Balanced R3 2.53 14.11 4.94 13.89 6.24 9.40
Franklin Moderate Allocation R 1.03 14.10 2.84 13.81 5.53 6.85
American Funds American Balanced 529E 1.97 14.09 4.14 13.68 8.04 10.55
American Century One Choice Mod R 1.52 14.07 3.30 13.23 --- ---
PNC Balanced Allocation C 1.89 14.05 3.93 13.69 5.41 7.12
American Funds American Balanced R3 1.94 14.05 4.14 13.63 8.01 10.54
American Century Strat Allc: Mod A 1.49 14.05 3.30 13.31 6.04 7.81
BMO Balanced Allocation R6 1.61 14.04 3.60 13.51 6.39 ---
Oakmark Equity and Income Institutional 2.33 14.03 5.47 11.94 --- ---
Putnam Dynamic Asset Allocation Bal M 2.31 14.02 4.57 13.63 6.80 9.31
American Funds College 2030 529E 1.31 14.02 2.81 13.41 6.29 9.24
Voya Solution Balanced Port I 1.67 14.01 3.80 13.41 6.97 8.59
Oakmark Equity and Income Advisor 2.33 14.00 5.44 11.90 --- ---
JHancock Multimanager Lifestyle Bal A 1.31 14.00 3.00 13.34 6.49 7.75
Prudential Moderate Allocation C 1.91 13.99 3.96 13.23 5.73 7.29
Hartford Checks and Balances A 2.11 13.99 4.05 13.21 7.12 10.26
George Putnam Balanced M 1.31 13.98 3.71 13.59 6.71 9.20
Manning & Napier Pro-Blend Extnd Term S 0.72 13.97 0.61 12.80 4.46 6.68
Vanguard Wellington™ Admiral™ 2.50 13.95 5.27 13.76 8.43 10.75
UBS US Allocation C 2.01 13.95 4.03 13.09 6.82 9.66
Sextant Core 1.43 13.95 3.69 13.45 4.63 6.05
Principal SAM Balanced Inst 1.28 13.93 3.18 13.37 6.66 8.69
BMO Balanced Allocation I 1.62 13.93 3.60 13.33 6.25 ---
Sterling Capital Strategic Allc Bal I 1.83 13.92 3.47 13.12 6.25 7.79
Prudential Moderate Allocation B 1.91 13.91 3.96 13.23 5.73 7.27
Oppenheimer Moderate Inv R 1.57 13.91 2.93 13.39 5.65 7.31
BlackRock Balanced Capital R 2.16 13.89 4.37 13.44 7.48 10.15
American Funds American Balanced R2E 1.94 13.89 4.10 13.43 8.02 ---
Wells Fargo Growth Balanced C 1.57 13.87 3.90 12.97 6.35 9.37
Vanguard Wellington™ Inv 2.49 13.86 5.24 13.67 8.35 10.66
MFS® Moderate Allocation A 1.39 13.86 2.96 13.33 6.45 7.54
MainStay Moderate Allocation I 1.39 13.86 3.86 13.42 6.31 8.57
Voya Solution Balanced Port S 1.71 13.85 3.79 13.11 6.71 8.34
JHancock Multimanager Lifestyle Bal R2 1.32 13.85 2.93 13.23 6.36 7.62
Hartford Checks and Balances R4 2.11 13.85 4.04 13.08 7.07 10.19
Oakmark Equity And Income Investor 2.30 13.84 5.42 11.71 6.88 9.87
MFS® Moderate Allocation R3 1.40 13.84 2.93 13.31 6.46 7.54
MFS® Moderate Allocation 529A 1.39 13.84 2.97 13.29 6.42 7.51
Wells Fargo WealthBuilder Gr Bal C 1.41 13.83 3.34 12.99 6.05 7.88
Putnam Dynamic Asset Allocation Bal C 2.30 13.82 4.49 13.35 6.54 9.04
Principal SAM Balanced J 1.30 13.82 3.20 13.20 6.45 8.43
BlackRock 60/40 Target Allocation K 1.65 13.82 3.66 13.37 --- ---
BlackRock 60/40 Target Allocation Instl 1.64 13.81 3.66 13.34 6.64 9.95
Federated MDT Balanced R6 2.11 13.80 5.18 12.80 5.98 9.27
American Century Balanced I 2.07 13.80 4.60 13.00 6.19 8.94
Federated MDT Balanced Instl 2.16 13.78 5.23 12.77 6.29 9.67
American Century Strat Allc: Mod R 1.50 13.78 3.25 13.12 5.80 7.58
Manning & Napier Pro-Blend Extnd Term R 0.68 13.77 0.59 12.50 4.19 6.41
Voya Balanced Port I 1.85 13.76 3.76 13.23 6.62 8.51
SA Worldwide Moderate Growth 1.50 13.76 4.26 12.76 --- ---
Voya Retirement Moderate Growth Port A 1.60 13.75 3.59 13.10 6.37 8.03
Putnam Dynamic Asset Allocation Bal B 2.32 13.75 4.52 13.37 6.52 9.03
JHancock Balanced R6 2.55 13.75 5.49 13.35 7.00 9.76
Columbia Balanced Inst3 2.52 13.75 3.52 13.15 7.62 10.75
Voya Solution Balanced Port S2 1.71 13.73 3.70 12.99 6.52 8.17
USAA Cornerstone Moderately Agrsv 1.36 13.73 2.79 13.25 4.54 5.92
Principal SAM Balanced R5 1.28 13.73 3.18 13.11 6.42 8.42
JHancock Balanced R5 2.54 13.73 5.46 13.25 6.93 9.68
George Putnam Balanced B 1.28 13.73 3.68 13.28 6.44 8.93
AIG Active Allocation A 1.83 13.72 4.05 12.56 6.56 8.52
Columbia Balanced Inst2 2.51 13.71 3.53 13.10 7.56 10.69
Tributary Balanced Instl Plus 2.66 13.70 4.52 13.13 6.77 9.21
Transamerica Asset Allocation Mod Gr C 1.33 13.70 2.70 13.20 6.33 8.35
Hartford Balanced C 2.51 13.70 4.81 13.39 5.79 8.92
George Putnam Balanced C 1.28 13.70 3.67 13.31 6.44 8.94
BMO Balanced Allocation Y 1.62 13.69 3.61 13.10 6.01 ---
JHancock Multimanager Lifestyle Bal R3 1.31 13.68 2.88 13.02 6.21 7.46
Pioneer Classic Balanced C 2.57 13.66 4.90 13.62 5.83 8.77
Columbia Balanced Inst 2.52 13.65 3.50 13.04 7.49 10.58
Transamerica Multi-Managed Balanced R6 2.07 13.64 4.24 13.15 --- ---
Columbia Balanced Adv 2.50 13.64 3.50 13.00 7.47 10.58
Sterling Capital Strategic Allc Bal A 1.76 13.63 3.34 12.75 5.97 7.50
Principal SAM Balanced R4 1.28 13.63 3.15 12.96 6.28 8.30
MFS® Moderate Allocation R2 1.42 13.63 2.91 13.08 6.19 7.28
JHancock Multimanager Lifestyle Bal R1 1.32 13.63 2.93 12.94 6.11 7.34
JHancock Balanced I 2.50 13.63 5.47 13.20 6.87 9.64
MainStay Moderate Allocation A 1.41 13.62 3.81 13.07 6.06 8.30
Principal SAM Balanced A 1.20 13.59 3.12 13.01 6.32 8.33
American Century Balanced Inv 2.08 13.59 4.55 12.79 5.99 8.71
American Funds American Balanced R2 1.91 13.58 4.00 13.11 7.56 10.07
American Funds American Balanced C 1.91 13.58 4.00 13.08 7.53 10.03
American Funds American Balanced R1 1.91 13.57 3.99 13.10 7.52 10.03
Voya Strategic Allocation Mod Port I 1.80 13.56 3.82 13.05 6.66 8.61
Federated MDT Balanced A 2.11 13.56 5.13 12.54 6.03 9.41
Voya Solution Balanced Port A 1.73 13.55 3.73 12.92 6.45 8.06
Oakmark Equity And Income Service 2.29 13.54 5.33 11.41 6.56 9.53
Franklin Moderate Allocation C 0.93 13.53 2.66 13.24 5.00 6.32
American Funds American Balanced 529C 1.90 13.53 4.01 13.05 7.46 9.96
Calvert Moderate Allocation C 1.83 13.52 3.62 12.65 6.11 8.13
Tributary Balanced Instl 2.64 13.51 4.47 12.95 6.57 8.99
Transamerica Multi-Mgd Balanced I 2.07 13.51 4.21 13.04 7.28 9.83
Transamerica Asset Allocation Mod Gr B 1.31 13.50 2.65 13.08 6.22 8.26
JHancock Balanced R4 2.54 13.49 5.40 13.01 6.71 9.47
Wilmington Diversified Income I 1.38 13.48 2.30 12.70 5.85 6.54
Prudential Balanced Z 2.09 13.48 4.54 12.89 7.73 10.15
Hartford Checks and Balances R3 2.02 13.48 3.95 12.74 6.73 9.86
Oppenheimer Moderate Inv C 1.52 13.45 2.81 12.86 5.12 6.78
American Funds College 2030 529C 1.25 13.45 2.69 12.84 5.72 8.67
BlackRock Balanced Capital Inv C 2.09 13.44 4.27 12.96 7.02 9.69
Centaur Total Return 0.65 13.43 4.15 12.37 6.56 8.79
Columbia Balanced K 2.47 13.42 3.43 12.78 7.29 10.40
Bruce 2.13 13.41 1.80 14.21 7.18 10.49
BlackRock 60/40 Target Allocation Inv A 1.60 13.41 3.57 12.97 6.28 9.55
Voya Balanced Port S 1.79 13.40 3.72 12.95 6.34 8.24
American Century Strat Allc: Mod C 1.50 13.40 3.14 12.59 5.30 7.03
MainStay Moderate Allocation Inv 1.34 13.38 3.74 12.90 5.86 8.10
JHancock Balanced A 2.50 13.37 5.39 12.84 6.55 9.29
Columbia Balanced A 2.48 13.37 3.42 12.74 7.21 10.29
Voya Strategic Allocation Mod Port S 1.81 13.36 3.77 12.76 6.38 8.34
Principal SAM Balanced R3 1.22 13.36 3.05 12.68 6.06 8.07
Vanguard Balanced Index Adm 2.12 13.34 4.35 12.81 7.75 10.00
BMO Balanced Allocation R3 1.62 13.33 3.51 12.76 5.73 ---
Vanguard Balanced Index I 2.09 13.30 4.32 12.82 7.76 10.01
Wilmington Diversified Income A 1.40 13.29 2.34 12.44 5.59 6.26
Transamerica Multi-Mgd Balanced A 2.04 13.28 4.14 12.80 7.02 9.51
Oppenheimer Moderate Inv B 1.50 13.27 2.69 12.67 5.10 6.74
JHancock Multimanager Lifestyle Bal C 1.31 13.27 2.82 12.56 5.74 6.99
Catalyst/SMH Total Return Income I -0.33 13.26 1.33 11.79 3.50 ---
JHancock Balanced R2 2.50 13.25 5.37 12.76 6.45 9.27
Ladenburg Growth & Income I 1.74 13.24 3.64 12.59 --- ---
Fidelity Managed Retirement 2025 1.20 13.24 2.79 12.72 6.90 8.96
Fidelity Advisor Managed Retiremt 2025 I 1.21 13.24 2.79 12.74 6.90 8.96
Nationwide Inv Dest Mod R6 1.70 13.23 3.76 12.75 6.73 8.04
TETON Westwood Balanced I 2.80 13.22 5.71 12.52 7.09 9.07
MainStay Moderate Allocation R3 1.34 13.22 3.67 12.65 --- ---
Prudential Balanced A 2.11 13.21 4.44 12.58 7.41 9.82
JHancock Multimanager Lifestyle Bal B 1.25 13.21 2.83 12.57 5.74 6.96
Vanguard Balanced Index Inv 2.09 13.20 4.32 12.68 7.61 9.85
Madison Moderate Allocation A 1.48 13.20 3.09 12.66 6.27 7.86
Nationwide Inv Dest Mod Instl Svc 1.70 13.19 3.74 12.69 6.64 ---
BlackRock 60/40 Target Allocation R 1.53 13.19 3.50 12.71 6.06 9.34
Hennessy Equity and Income Institutional 3.69 13.17 5.72 12.58 5.91 8.56
Principal SAM Balanced R2 1.23 13.16 3.01 12.54 5.88 7.88
Hartford Checks and Balances C 2.03 13.16 3.83 12.30 6.32 9.42
Eaton Vance Balanced R6 2.41 13.12 4.24 12.81 --- ---
Columbia Balanced R 2.47 13.12 3.37 12.45 6.95 10.03
Manning & Napier Pro-Blend Extnd Term R2 0.64 13.11 0.45 11.95 3.66 5.87
Pacific Funds Port Optim Mod Adv 1.53 13.10 3.44 12.57 6.73 ---
Transamerica Balanced II R 2.06 13.08 4.04 12.58 7.06 9.60
MFS® Moderate Allocation B 1.35 13.08 2.75 12.50 5.67 6.74
Eaton Vance Balanced I 2.30 13.08 4.12 12.74 7.17 10.27
AT Income Opportunities Institutional 2.71 13.08 4.91 12.96 7.47 ---
JHancock Balanced R3 2.49 13.07 5.31 12.60 6.30 9.03
TETON Westwood Balanced AAA 2.73 13.04 5.70 12.25 6.84 8.81
MFS® Moderate Allocation C 1.36 13.04 2.77 12.46 5.66 6.74
Ladenburg Growth & Income A 1.75 13.04 3.58 12.29 --- ---
Principal SAM Balanced R1 1.22 13.03 3.04 12.38 5.76 7.76
Archer Balanced 2.09 13.02 3.84 12.35 6.27 10.05
MFS® Moderate Allocation R1 1.33 12.99 2.77 12.47 5.65 6.73
MFS® Moderate Allocation 529B 1.36 12.99 2.77 12.40 5.61 6.70
American Funds Retire Inc Port-Enh R6 1.64 12.99 3.00 13.01 --- ---
Fidelity Simplicity RMD 2020 1.19 12.98 2.79 12.49 6.79 8.73
Fidelity Advisor Managed Retiremt 2025 A 1.19 12.98 2.72 12.45 6.64 8.69
MFS® Moderate Allocation 529C 1.31 12.97 2.73 12.41 5.62 6.70
Deutsche Multi-Asset Moderate Allc S 1.68 12.97 3.42 12.56 5.08 7.84
American Funds Retire Inc Port-Enh R5E 1.64 12.97 3.00 12.91 --- ---
MassMutual RetireSMART Moderate R5 1.25 12.96 2.93 12.37 5.65 7.13
MassMutual RetireSMART Mod I 1.25 12.96 2.93 12.35 5.74 ---
JHancock Balanced R1 2.49 12.96 5.28 12.47 6.18 8.92
Franklin NextStep Moderate Advisor 1.48 12.96 3.25 12.78 --- ---
Fidelity Advisor Simplicity RMD 2020 I 1.17 12.96 2.79 12.46 6.79 8.73
Catalyst/SMH Total Return Income A -0.36 12.96 1.26 11.47 3.23 2.37
AIG Active Allocation C 1.72 12.93 3.85 11.77 5.86 7.82
American Funds Retire Inc Port-Enh R2E 1.64 12.92 2.99 12.86 --- ---
AIG Active Allocation B 1.73 12.91 3.85 11.72 5.84 7.78
Prudential Balanced R 2.11 12.90 4.38 12.28 7.19 9.59
New Covenant Balanced Growth 1.88 12.90 4.04 11.96 6.18 8.08
DFA Global Allocation 60/40 I 1.68 12.90 3.82 11.97 6.88 8.02
American Funds Retire Inc Port-Enh R5 1.64 12.89 2.97 12.80 --- ---
Pax Balanced Institutional 1.96 12.88 3.71 12.23 6.24 8.66
Principal SAM Balanced C 1.22 12.87 2.98 12.15 5.54 7.53
Nationwide Inv Dest Mod A 1.69 12.86 3.74 12.40 6.37 7.67
Hennessy Equity and Income Investor 3.65 12.82 5.66 12.14 5.51 8.20
Great-West SecureFoundation® Bal ETF A 1.81 12.82 3.83 12.15 7.07 8.47
American Funds Retire Inc Port-Enh F2 1.64 12.82 2.98 12.80 --- ---
JHancock Multi-Index Lifestyle Bal R6 1.45 12.81 3.13 12.36 6.78 ---
CornerCap Balanced 2.82 12.81 5.95 11.80 5.99 9.58
Pacific Funds Port Optim Mod A 1.54 12.80 3.38 12.23 6.47 7.09
Sterling Capital Strategic Allc Bal C 1.71 12.79 3.13 11.91 5.18 6.70
MassMutual RetireSMART Moderate Svc 1.24 12.78 2.92 12.15 5.54 7.04
Great-West Moderate Profile Instl 1.64 12.78 3.83 12.35 --- ---
Nationwide Inv Dest Mod Svc 1.70 12.77 3.75 12.40 6.33 7.63
JHancock Multi-Index Lifestyle Bal 1 1.45 12.77 3.12 12.32 6.72 ---
Eaton Vance Balanced A 2.30 12.75 4.01 12.34 6.88 9.98
American Funds Retire Inc Port-Enh R4 1.64 12.75 3.02 12.68 --- ---
TETON Westwood Balanced A 2.73 12.73 5.58 11.95 6.55 8.53
Deutsche Multi-Asset Moderate Allc A 1.58 12.73 3.32 12.16 4.83 7.58
Franklin NextStep Moderate A 1.40 12.72 3.19 12.44 --- ---
Fidelity Advisor Simplicity RMD 2020 A 1.15 12.72 2.73 12.21 6.52 8.46
VALIC Company II Moderate Gr Lifestyle 1.98 12.71 4.40 11.99 6.82 8.16
Fidelity Advisor Managed Retiremt 2025 M 1.15 12.71 2.66 12.16 6.37 8.42
Federated MDT Balanced C 2.04 12.71 4.93 11.65 5.22 8.59
MassMutual RetireSMART Moderate Admin 1.25 12.70 2.82 12.10 5.42 6.92
DFA Global Allocation 60/40 R2 1.68 12.70 3.74 11.74 6.63 7.76
American Funds Retire Inc Port-Enh A 1.64 12.66 3.02 12.69 --- ---
Delaware Foundation Moderate Allc I 0.95 12.64 2.66 12.14 5.88 7.22
BlackRock 60/40 Target Allocation Inv C 1.56 12.64 3.34 12.04 5.47 8.75
MainStay Moderate Allocation B 1.29 12.63 3.50 12.08 5.07 7.30
American Funds Retire Inc Port-Enh F1 1.64 12.63 2.92 12.63 --- ---
Praxis Genesis Balanced A 1.62 12.61 3.56 12.00 5.87 7.56
Pax Balanced Individual Investor 1.94 12.61 3.63 11.90 5.97 8.37
Columbia Balanced C 2.42 12.59 3.24 11.90 6.41 9.48
JHancock Balanced B 2.45 12.58 5.22 12.10 5.82 8.53
Eaton Vance Balanced R 2.31 12.58 4.13 12.24 --- ---
JHancock Balanced C 2.45 12.57 5.22 12.04 5.80 8.52
JPMorgan Investor Balanced I 1.37 12.56 3.32 12.03 6.25 7.91
MainStay Moderate Allocation C 1.29 12.55 3.51 12.00 5.07 7.29
MassMutual RetireSMART Mod R4 1.25 12.54 2.84 11.89 5.27 ---
Nationwide Inv Dest Mod R 1.64 12.53 3.57 12.08 6.06 7.34
Pacific Funds Port Optim Mod R 1.55 12.52 3.32 11.97 6.19 6.84
GuideStone Funds Defensv Mkt Strats Inst 1.69 12.51 3.76 12.29 9.16 10.98
Green Century Balanced 2.11 12.51 3.55 11.60 5.54 9.26
Great-West SecureFoundation® Bal Instl 1.76 12.51 3.90 11.91 --- ---
Transamerica Multi-Mgd Balanced C 2.01 12.46 3.98 11.93 6.25 8.76
Prudential Balanced C 2.10 12.46 4.35 11.81 6.67 9.06
MassMutual RetireSMART Moderate A 1.25 12.45 2.82 11.85 5.17 6.67
Madison Moderate Allocation B 1.41 12.44 2.87 11.85 5.46 7.05
Fidelity Advisor Simplicity RMD 2020 M 1.14 12.44 2.66 11.92 6.26 8.18
Madison Moderate Allocation C 1.41 12.43 2.86 11.84 5.49 7.05
AIG Multi-Asset Allocation A 1.75 12.42 4.33 10.79 6.47 8.74
Prudential Balanced B 2.04 12.39 4.29 11.74 6.65 9.05
Fidelity Advisor Managed Retiremt 2020 I 1.09 12.37 2.56 11.87 6.57 8.46
Fidelity Managed Retirement 2020 1.09 12.36 2.56 11.88 6.57 8.47
Delaware Foundation Moderate Allc A 0.95 12.36 2.60 11.89 5.64 6.99
MassMutual RetireSMART Mod R3 1.26 12.34 2.85 11.69 5.05 ---
TETON Westwood Balanced C 2.72 12.30 5.51 11.53 6.05 8.00
JPMorgan Investor Balanced A 1.38 12.29 3.33 11.76 5.99 7.65
American Funds Retire Inc Port-Enh R3 1.55 12.29 2.84 12.21 --- ---
Great-West Moderate Profile Inv 1.60 12.26 3.68 11.84 6.74 8.53
LK Balanced Institutional 2.61 12.25 4.46 10.67 6.48 7.29
VALIC Company I Asset Allocation 2.23 12.21 6.04 11.09 6.59 8.01
Ladenburg Growth & Income C 1.67 12.21 3.40 11.46 --- ---
American Funds Retire Inc Port-Enh R2 1.65 12.21 2.89 12.09 --- ---
Great-West SecureFoundation® Bal Inv 1.75 12.20 3.87 11.55 6.91 8.47
Vanguard Managed Payout Investor 1.00 12.19 2.67 11.82 6.36 8.12
Fidelity Advisor Managed Retiremt 2025 C 1.12 12.19 2.52 11.61 5.84 7.88
Delaware Foundation Moderate Allc R 0.96 12.19 2.63 11.66 5.38 6.71
Wells Fargo Index Asset Allocation Instl 1.91 12.17 4.12 11.65 --- ---
Pacific Financial Dynamic Allc Instl 2.00 12.16 3.90 11.62 --- ---
Loomis Sayles Multi-Asset Income N 1.89 12.16 4.20 12.26 --- ---
Stringer Moderate Growth Institutional 1.31 12.15 2.86 11.56 --- ---
American Funds Retire Inc Port-Enh R1 1.64 12.15 2.84 12.14 --- ---
Neiman Balanced Allocation A 0.99 12.13 4.41 11.95 5.07 6.85
GuideStone Funds Defensv Mkt Strats Inv 1.61 12.11 3.61 11.95 8.84 10.70
Loomis Sayles Multi-Asset Income Y 1.95 12.10 4.26 12.20 7.01 7.92
Invesco Moderate Allocation R5 1.16 12.10 2.85 11.66 5.47 6.35
Fidelity Advisor Managed Retiremt 2020 A 1.09 12.10 2.50 11.60 6.31 8.20
Transamerica Multi-Mgd Balanced B 1.95 12.09 3.89 11.52 5.92 8.45
Great-West Moderate Profile L 1.57 12.08 3.68 11.67 6.50 8.26
Madison Diversified Income A 2.84 12.07 4.80 12.23 7.01 8.29
Great-West SecureFoundation® Bal Svc 1.73 12.07 3.83 11.36 6.79 8.34
Eaton Vance Balanced C 2.30 12.07 3.88 11.59 6.12 9.17
QS Conservative Growth I 1.58 12.06 2.78 11.76 6.11 ---
Wells Fargo Index Asset Allocation Admin 1.91 12.02 4.08 11.51 7.36 11.45
Nationwide Inv Dest Mod C 1.63 12.02 3.53 11.56 5.60 6.92
Invesco Moderate Allocation Y 1.17 12.01 2.77 11.55 5.48 6.36
American Funds Retire Inc Port-Enh C 1.65 11.98 2.77 11.91 --- ---
Catalyst/SMH Total Return Income C -0.43 11.97 1.07 10.68 2.46 1.57
Pacific Funds Port Optim Mod C 1.43 11.94 3.15 11.39 5.67 6.32
Deutsche Multi-Asset Moderate Allc C 1.59 11.94 3.13 11.45 4.06 6.78
Great-West SecureFoundation® Bal L 1.73 11.93 3.78 11.20 6.62 8.20
Pacific Funds Port Optim Mod B 1.42 11.92 3.14 11.37 5.65 6.32
Eaton Vance Balanced B 2.30 11.92 3.89 11.56 6.11 9.15
MFS® Total Return R6 2.47 11.91 3.97 11.26 7.18 9.67
Fidelity Advisor Simplicity RMD 2020 C 1.10 11.91 2.53 11.34 5.73 7.64
Wells Fargo Index Asset Allocation A 1.91 11.88 4.06 11.33 7.14 11.20
Franklin NextStep Moderate C 1.33 11.87 2.99 11.58 --- ---
Stringer Moderate Growth A 1.22 11.85 2.77 11.29 --- ---
QS Conservative Growth A 1.58 11.85 2.72 11.54 5.85 7.25
LKCM Balanced 1.88 11.84 4.21 11.26 7.75 10.10
Fidelity Advisor Managed Retiremt 2020 M 1.07 11.84 2.44 11.33 6.05 7.93
Schwab MarketTrack Balanced 1.73 11.82 3.69 11.14 6.59 8.25
MFS® Total Return R4 2.46 11.82 3.95 11.16 7.08 9.59
Invesco Moderate Allocation S 1.10 11.81 2.73 11.40 5.33 6.20
Invesco Moderate Allocation A 1.17 11.81 2.78 11.37 5.22 6.10
MFS® Total Return I 2.41 11.78 3.95 11.12 7.08 9.57
Loomis Sayles Multi-Asset Income A 1.85 11.78 4.09 11.85 6.71 7.73
Thrivent Moderate Allocation S 1.73 11.77 3.24 11.18 6.83 8.25
Osterweis Strategic Investment 1.47 11.76 3.19 12.18 5.32 8.75
JPMorgan Investor Balanced C 1.33 11.71 3.17 11.17 5.42 7.07
Nuveen Strategy Balanced Allc I 1.11 11.70 2.60 11.24 5.41 7.28
AIG Multi-Asset Allocation C 1.66 11.70 4.13 10.03 5.78 8.02
Fidelity Simplicity RMD 2015 1.01 11.67 2.31 11.21 6.33 8.21
Fidelity Advisor Simplicity RMD 2015 I 0.99 11.67 2.31 11.21 6.37 8.24
AIG Multi-Asset Allocation B 1.71 11.63 4.12 10.01 5.74 7.97
Cavanal Hill Active Core Institutional 1.92 11.59 3.95 11.01 6.05 8.13
MFS® Total Return A 2.44 11.58 3.89 10.90 6.83 9.31
MFS® Total Return R3 2.44 11.57 3.88 10.89 6.82 9.30
RiverFront Moderate Growth & Income I 1.45 11.55 3.02 11.24 6.12 7.15
Invesco Moderate Allocation R 1.10 11.54 2.65 11.03 4.96 5.83
Delaware Foundation Moderate Allc C 0.87 11.53 2.42 11.06 4.83 6.17
MFS® Total Return 529A 2.39 11.52 3.83 10.83 6.77 9.26
Thrivent Moderate Allocation A 1.74 11.50 3.18 10.91 6.51 7.90
Nuveen Strategy Balanced Allc A 1.11 11.46 2.53 10.93 5.13 7.00
QS Conservative Growth R 1.52 11.45 2.66 11.14 5.54 ---
Mairs & Power Balanced Inv 2.78 11.41 4.91 10.84 6.94 9.30
Dodge & Cox Balanced 2.64 11.40 5.27 10.24 8.33 12.13
Fidelity Advisor Simplicity RMD 2015 A 0.97 11.39 2.23 10.92 6.06 7.94
American Beacon Balanced Instl 2.56 11.39 5.55 9.98 6.71 9.80
GuidePath® Conservative Allocation Instl 1.24 11.38 1.87 11.33 3.27 5.87
Madison Diversified Income C 2.82 11.37 4.71 11.39 6.22 7.48
American Funds College 2027 529F1 1.23 11.37 2.18 11.12 5.67 8.49
Cavanal Hill Active Core Investor 1.93 11.33 3.90 10.76 5.86 7.92
Calvert Balanced I 2.24 11.33 3.93 10.82 5.62 8.82
RiverFront Moderate Growth & Income Inv 1.45 11.32 3.02 11.06 5.86 6.90
American Beacon Balanced Y 2.49 11.32 5.51 10.15 6.66 9.73
First Investors Total Return Instl 2.52 11.31 5.23 10.61 5.73 ---
Madison Diversified Income B 2.76 11.30 4.64 11.39 6.19 7.48
MFS® Total Return R2 2.36 11.29 3.81 10.59 6.54 9.02
Fidelity Advisor Managed Retiremt 2020 C 1.02 11.29 2.30 10.76 5.51 7.38
Cavanal Hill Active Core A 1.86 11.29 3.83 10.73 5.77 7.85
Neiman Balanced Allocation C 0.93 11.28 4.23 11.00 4.26 6.04
Westwood Worldwide Income Opp Instl 1.27 11.26 2.67 11.72 --- ---
First Investors Total Return Adv 2.53 11.23 5.24 10.24 5.69 ---
Fidelity Managed Retirement 2015 0.94 11.22 2.17 10.76 6.17 8.01
Pacific Financial Dynamic Allc Inv 1.93 11.21 3.65 10.72 --- ---
Fidelity Advisor Managed Retiremt 2015 I 0.94 11.21 2.16 10.78 6.16 8.01
American Funds Income Portfolio R6 1.58 11.21 2.63 11.37 6.41 7.67
Nuveen Strategy Balanced Allc R3 1.12 11.19 2.50 10.72 4.88 6.75
American Funds Income Portfolio R5 1.50 11.17 2.62 11.32 6.33 7.62
Fidelity Advisor Simplicity RMD 2015 M 0.95 11.15 2.18 10.65 5.80 7.67
American Funds Income Portfolio R5E 1.59 11.14 2.67 11.26 --- ---
American Funds College 2027 529A 1.32 11.14 2.19 10.87 5.46 8.29
AB All Market Total Return Advisor 1.55 11.13 0.94 10.56 5.29 7.03
American Beacon Balanced Inv 2.46 11.11 5.46 9.68 6.35 9.43
Loomis Sayles Multi-Asset Income C 1.78 11.07 3.91 11.06 5.92 6.93
Ivy Balanced N 1.91 11.07 4.32 10.32 4.89 ---
Stringer Moderate Growth C 1.14 11.06 2.50 10.46 --- ---
American Beacon Balanced A 2.53 11.06 5.51 9.64 6.29 9.33
Eventide Multi-Asset Income I 0.59 11.05 0.09 11.25 --- ---
American Funds Income Portfolio F2 1.51 11.04 2.61 11.27 6.29 7.56
Wells Fargo Index Asset Allocation C 1.83 11.03 3.83 10.44 6.32 10.37
Invesco Moderate Allocation C 1.11 11.02 2.53 10.45 4.43 5.30
Transamerica Asset Alloc Interm Hrzn R4 1.54 11.01 3.10 10.43 5.78 7.06
Invesco Moderate Allocation B 1.10 11.01 2.53 10.53 4.43 5.30
American Funds Income Portfolio 529F1 1.51 11.01 2.60 11.21 6.19 7.50
AB All Market Total Return I 1.49 11.01 0.94 10.50 5.24 7.01
QS Conservative Growth C 1.46 10.99 2.55 10.71 5.09 6.46
Frost Moderate Allocation Instl 0.28 10.97 2.13 10.34 4.72 6.87
Rational Strategic Allocation Instl 1.08 10.95 3.03 9.92 --- ---
Port Street Institutional Opps Instl 1.21 10.95 2.89 10.36 --- ---
Fidelity Advisor Managed Retiremt 2015 A 0.92 10.95 2.09 10.49 5.90 7.74
Calvert Balanced A 2.21 10.94 3.81 10.38 5.21 8.35
American Beacon Balanced Adv 2.52 10.94 5.43 9.50 6.17 9.25
First Investors Total Return A 2.49 10.92 5.19 10.16 5.31 7.98
American Funds Income Portfolio A 1.51 10.89 2.56 11.03 6.06 7.32
AB All Market Total Return A 1.49 10.89 0.88 10.28 5.04 6.76
Ivy Balanced I 1.91 10.88 4.26 10.12 4.73 8.57
Eventide Multi-Asset Income N 0.57 10.86 0.04 11.04 --- ---
BlackRock Balanced Capital Inv B 1.60 10.86 2.91 10.28 5.82 8.84
American Funds College 2027 529E 1.25 10.85 2.13 10.61 5.19 7.98
Dreyfus Balanced Opportunity Y 2.94 10.84 5.21 10.15 --- ---
Waddell & Reed Continental Inc Y 1.92 10.80 4.34 10.08 4.75 8.65
MFS® Total Return B 2.38 10.80 3.69 10.10 6.03 8.49
Eventide Multi-Asset Income A 0.57 10.80 0.02 10.98 --- ---
Dreyfus Balanced Opportunity J 2.90 10.80 5.17 10.10 7.11 9.80
Dreyfus Balanced Opportunity I 2.94 10.80 5.17 10.10 7.12 9.81
American Funds Retire Inc Port-Mod R6 1.33 10.78 2.30 10.82 --- ---
American Funds Income Portfolio R4 1.51 10.78 2.55 10.94 6.02 7.32
MFS® Total Return R1 2.38 10.77 3.70 10.08 6.01 8.49
MFS® Total Return 529C 2.36 10.77 3.72 10.02 5.96 8.44
Nuveen Strategy Balanced Allc C 1.13 10.76 2.38 10.23 4.37 6.22
Dreyfus Balanced Opportunity Z 2.96 10.76 5.20 10.10 7.05 9.72
American Funds Income Portfolio F1 1.43 10.76 2.46 10.90 5.99 7.28
AB All Market Total Return K 1.50 10.76 0.88 10.23 4.92 6.66
Fidelity Advisor Managed Retiremt 2015 M 0.92 10.75 2.05 10.24 5.65 7.48
American Funds Income Portfolio 529A 1.43 10.75 2.46 10.88 5.95 7.25
MFS® Total Return C 2.36 10.74 3.67 10.05 6.02 8.49
GuidePath® Conservative Allocation Svc 1.15 10.73 1.68 10.57 2.60 5.22
American Funds Retire Inc Port-Mod R2E 1.33 10.71 2.30 10.68 --- ---
MFS® Total Return 529B 2.37 10.69 3.68 10.00 5.96 8.43
American Funds Retire Inc Port-Mod R5 1.33 10.68 2.27 10.72 --- ---
American Funds Retire Inc Port-Mod R5E 1.33 10.67 2.22 10.74 --- ---
Waddell & Reed Continental Inc A 1.92 10.66 4.32 9.95 4.52 8.35
Frost Moderate Allocation Investor 0.20 10.64 1.98 9.98 4.41 6.56
Ivy Balanced A 1.87 10.63 4.19 9.88 4.47 8.29
Ivy Balanced Y 1.87 10.62 4.23 9.87 4.49 8.31
Fidelity Advisor Simplicity RMD 2015 C 0.91 10.62 2.06 10.10 5.28 7.14
American Funds Retire Inc Port-Mod F2 1.33 10.62 2.29 10.73 --- ---
Rational Strategic Allocation A 0.98 10.59 2.85 9.60 5.62 6.27
Aberdeen Dynamic Allocation Inst 1.24 10.58 3.00 10.28 4.42 5.92
Dreyfus Balanced Opportunity A 2.95 10.57 5.14 9.88 6.86 9.55
Scharf Balanced Opportunity Instl 2.49 10.56 2.26 9.76 5.11 ---
Cavanal Hill Active Core C 1.86 10.56 3.66 9.87 --- ---
Aberdeen Dynamic Allocation I/S 1.17 10.53 2.93 10.28 4.37 5.91
American Funds Retire Inc Port-Mod R4 1.33 10.52 2.17 10.51 --- ---
Invesco Equity and Income R6 2.49 10.50 5.20 9.71 8.09 11.45
American Funds Income Portfolio R3 1.43 10.50 2.49 10.65 5.70 6.96
WesMark Balanced 1.63 10.49 3.95 10.60 6.27 7.75
American Funds Income Portfolio 529E 1.43 10.49 2.49 10.64 5.72 6.99
AB All Market Total Return R 1.50 10.47 0.81 9.92 4.60 6.34
RiverFront Moderate Growth & Income C 1.30 10.45 2.72 10.15 5.05 6.09
Regal Total Return A 2.42 10.45 3.63 9.28 4.87 ---
Invesco Equity and Income R5 2.40 10.42 5.18 9.60 7.98 11.34
State Farm Balanced 1.88 10.40 4.20 10.24 6.33 8.44
Invesco Equity and Income Y 2.40 10.37 5.17 9.54 7.91 11.27
American Funds Retire Inc Port-Mod A 1.33 10.36 2.14 10.41 --- ---
American Beacon Balanced C 2.51 10.35 5.39 8.88 5.51 8.52
American Funds Retire Inc Port-Mod F1 1.33 10.34 2.13 10.37 --- ---
Lord Abbett Multi-Asset Balanced Opp R6 1.57 10.31 3.76 9.77 --- ---
American Funds Income Portfolio R2E 1.43 10.31 2.42 10.47 5.91 ---
American Funds College 2027 529C 1.18 10.30 1.98 9.99 4.63 7.41
Lord Abbett Multi-Asset Balanced Opp I 1.57 10.29 3.75 9.66 5.75 8.25
Fidelity Simplicity RMD 2010 0.81 10.29 1.80 9.86 5.83 7.72
Fidelity Advisor Simplicity RMD 2010 I 0.81 10.29 1.80 9.86 5.83 7.72
Ivy Balanced R 1.87 10.28 4.14 9.53 4.12 ---
Scharf Balanced Opportunity Retail 2.43 10.24 2.18 9.47 --- ---
Davenport Balanced Income 2.16 10.24 4.26 9.74 --- ---
Aberdeen Dynamic Allocation A 1.16 10.22 2.83 9.87 4.07 5.61
American Funds Retire Inc Port-Mod R3 1.24 10.21 2.04 10.19 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 1.57 10.18 3.75 9.64 --- ---
Fidelity Advisor Managed Retiremt 2015 C 0.88 10.18 1.92 9.67 5.11 6.94
AB All Market Total Return B 1.49 10.15 0.74 9.49 4.24 5.97
Russell Inv LifePoints Balanced Strat R1 0.50 10.14 1.78 9.86 5.77 6.90
First Investors Total Return B 2.43 10.14 4.96 9.33 4.50 7.16
AB All Market Total Return C 1.44 10.14 0.75 9.52 4.25 5.97
Calvert Balanced C 2.13 10.12 3.63 9.52 4.37 7.48
VY® Invesco Equity and Income I 2.31 10.11 5.00 9.31 7.89 11.12
Lord Abbett Multi-Asset Balanced Opp F 1.48 10.10 3.73 9.56 5.62 8.13
American Funds Income Portfolio R2 1.44 10.10 2.38 10.21 5.22 6.49
American Funds Income Portfolio C 1.44 10.09 2.38 10.19 5.23 6.51
Invesco Equity and Income A 2.40 10.07 5.01 9.17 7.64 10.99
American Funds Income Portfolio R1 1.44 10.06 2.29 10.06 5.21 6.50
American Funds Income Portfolio 529C 1.44 10.04 2.36 10.12 5.16 6.43
Russell Inv LifePoints Balanced Strat S 0.50 10.03 1.69 9.73 5.68 6.79
Hennessy Total Return Investor 2.12 10.03 4.45 10.25 8.14 9.20
Fidelity Advisor Simplicity RMD 2010 A 0.79 10.03 1.72 9.59 5.57 7.45
Eventide Multi-Asset Income C 0.51 10.02 -0.15 10.14 --- ---
Westwood Income Opportunity Instl 1.78 9.98 2.96 10.42 4.99 7.30
Lord Abbett Multi-Asset Balanced Opp R4 1.55 9.98 3.70 9.43 --- ---
Timothy Plan Strategic Growth A 0.73 9.94 3.00 9.19 3.50 5.63
Lord Abbett Multi-Asset Balanced Opp A 1.55 9.94 3.69 9.38 5.46 7.96
Pacific Financial Fth & Vls Bsd Mod Inv 1.81 9.91 3.61 9.05 4.29 ---
ICON Risk-Managed Balanced S 1.33 9.91 2.73 9.43 5.13 6.94
Ivy Balanced C 1.84 9.90 4.04 9.10 3.75 7.55
Fidelity Managed Retirement 2010 0.79 9.90 1.74 9.52 5.65 7.49
Fidelity Advisor Managed Retiremt 2010 I 0.79 9.90 1.74 9.50 5.66 7.49
Aberdeen Dynamic Allocation R 1.10 9.90 2.73 9.55 3.69 5.20
Russell Inv LifePoints Balanced Strat A 0.51 9.88 1.71 9.64 5.57 6.61
Ivy Balanced B 1.81 9.88 4.04 9.08 3.71 7.50
Russell Inv LifePoints Balanced Strat E 0.50 9.86 1.70 9.49 5.45 6.53
American Funds Retire Inc Port-Mod R2 1.33 9.86 2.12 9.92 --- ---
VY® Invesco Equity and Income S 2.28 9.84 4.93 9.02 7.62 10.84
Russell Inv LifePoints Balanced Strat R4 0.51 9.82 1.71 9.54 5.50 6.62
Rational Strategic Allocation C 0.98 9.82 2.71 8.77 --- ---
VY® Franklin Income I 1.05 9.81 2.39 10.40 6.53 7.73
Invesco Equity and Income R 2.39 9.81 5.01 8.96 7.37 10.72
Dreyfus Balanced Opportunity C 2.87 9.80 4.92 9.03 6.06 8.73
SEI Conservative Strategy Allc F (SAAT) 1.80 9.78 3.27 10.20 7.50 10.19
Fidelity Advisor Simplicity RMD 2010 M 0.77 9.76 1.66 9.31 5.31 7.18
Lord Abbett Multi-Asset Balanced Opp R3 1.53 9.73 3.64 9.14 5.22 7.70
FPA Crescent 1.58 9.72 3.69 8.40 6.13 9.11
VY® Invesco Equity and Income S2 2.27 9.71 4.88 8.89 7.47 10.70
American Funds Retire Inc Port-Mod R1 1.24 9.71 2.08 9.70 --- ---
Westwood Income Opportunity A 1.72 9.70 2.90 10.08 4.70 7.05
Lord Abbett Multi-Asset Balanced Opp P 1.46 9.70 3.57 9.12 5.25 7.74
American Funds Retire Inc Port-Mod C 1.25 9.67 2.07 9.73 --- ---
Fidelity Advisor Managed Retiremt 2010 A 0.77 9.64 1.68 9.25 5.40 7.22
Waddell & Reed Continental Inc C 1.83 9.62 4.06 8.79 3.59 7.42
ICON Risk-Managed Balanced A 1.30 9.60 2.67 9.18 4.86 6.69
VY® Invesco Equity and Income A 2.28 9.59 4.86 8.78 7.35 10.57
VY® Franklin Income S 1.05 9.57 2.40 10.17 6.34 7.52
Lord Abbett Multi-Asset Balanced Opp R2 1.49 9.56 3.61 8.98 5.09 7.58
Aberdeen Dynamic Allocation C 1.04 9.54 2.68 9.12 3.37 4.87
Russell Inv LifePoints Balanced Strat R5 0.51 9.53 1.62 9.29 5.23 6.37
SEI Defensive Strategy Allc F (SAAT) 1.62 9.50 2.97 9.94 7.40 9.66
Waddell & Reed Continental Inc B 1.85 9.42 4.04 8.59 3.34 7.13
Janus Henderson Value Plus Income I 2.04 9.42 3.73 9.60 6.26 8.14
VY® Franklin Income S2 1.06 9.40 2.32 10.00 6.19 7.33
Fidelity Advisor Managed Retiremt 2010 M 0.75 9.39 1.62 8.98 5.13 6.95
Invesco Equity and Income B 2.37 9.37 4.93 8.44 6.85 10.18
Janus Henderson Value Plus Income D 2.03 9.36 3.72 9.52 6.20 8.05
Invesco Equity and Income C 2.36 9.33 4.91 8.42 6.83 10.18
Hotchkis & Wiley Capital Income I 1.82 9.28 2.95 9.18 7.20 10.21
Fidelity Advisor Simplicity RMD 2010 C 0.74 9.26 1.54 8.78 4.78 6.65
Janus Henderson Value Plus Income T 2.11 9.25 3.78 9.42 6.15 8.00
VY® Franklin Income A 1.00 9.24 2.30 9.76 5.96 7.14
Janus Henderson Value Plus Income A 2.11 9.24 3.77 9.40 6.08 7.91
Timothy Plan Strategic Growth C 0.70 9.17 2.84 8.49 2.77 4.86
Lord Abbett Multi-Asset Balanced Opp B 1.39 9.17 3.45 8.55 4.65 7.14
Lord Abbett Multi-Asset Balanced Opp C 1.41 9.16 3.43 8.53 4.66 7.16
MainStay Balanced I 2.26 9.13 3.99 8.25 5.79 9.62
Janus Henderson Value Plus Income S 2.08 9.12 3.74 9.26 6.02 7.85
Hotchkis & Wiley Capital Income A 1.89 9.09 2.93 8.88 7.00 9.99
Russell Inv LifePoints Balanced Strat C 0.43 9.07 1.48 8.81 4.77 5.82
MainStay Balanced R1 2.26 9.02 3.97 8.14 5.68 9.51
MainStay Balanced R2 2.26 8.94 3.90 8.03 5.47 9.27
Fidelity Advisor Managed Retiremt 2010 C 0.71 8.89 1.49 8.44 4.61 6.42
MainStay Balanced A 2.23 8.88 3.93 7.99 5.53 9.35
Chou Opportunity 4.96 8.88 13.40 9.17 -6.22 2.23
ICON Risk-Managed Balanced C 1.25 8.83 2.45 8.36 4.09 5.88
Franklin Balanced R6 1.24 8.83 3.30 8.40 6.44 ---
MainStay Balanced Inv 2.21 8.70 3.88 7.79 5.36 9.17
Franklin Balanced Adv 1.24 8.64 3.19 8.21 6.31 7.88
MainStay Balanced R3 2.20 8.50 3.84 7.59 5.15 8.96
Janus Henderson Value Plus Income C 1.95 8.46 3.48 8.46 5.27 7.10
Holland Balanced 1.82 8.37 5.13 8.48 5.48 8.96
Franklin Balanced A 1.14 8.33 3.14 7.96 6.02 7.58
Delaware Wealth Builder Institutional 1.10 8.30 2.10 8.42 5.43 8.58
Intrepid Capital Institutional 1.90 8.21 5.09 7.31 5.99 7.28
Principal Diversified Real Asset R6 -0.34 8.15 0.09 8.48 --- ---
Principal Diversified Real Asset Instl -0.26 8.15 0.09 8.47 0.49 1.62
Delaware Wealth Builder A 1.08 8.06 2.03 8.15 5.17 8.31
Intrepid Capital Investor 1.82 8.01 4.93 6.94 5.71 7.00
Principal Diversified Real Asset R5 -0.34 7.96 0.00 8.24 --- ---
MainStay Balanced B 2.18 7.95 3.69 7.01 4.58 8.36
MainStay Balanced C 2.15 7.92 3.66 6.98 4.57 8.36
Principal Diversified Real Asset R4 -0.26 7.87 0.00 8.14 --- ---
AB All Market Real Return 2 -0.15 7.82 2.92 6.75 -0.03 -2.41
Delaware Wealth Builder R 1.06 7.81 1.97 7.88 4.91 8.04
AB All Market Real Return Z -0.16 7.80 2.83 6.70 -0.04 ---
AB All Market Real Return I -0.17 7.79 2.82 6.69 -0.06 -2.43
Principal Diversified Real Asset A -0.34 7.69 0.00 8.04 0.06 1.23
AB All Market Real Return Advisor -0.21 7.68 2.87 6.55 -0.15 -2.49
Franklin Balanced C 1.17 7.67 2.97 7.15 5.27 6.79
AB All Market Real Return 1 -0.16 7.60 2.85 6.51 -0.24 -2.65
Principal Diversified Real Asset R3 -0.34 7.59 -0.09 7.92 --- ---
AB All Market Real Return K -0.21 7.38 2.79 6.28 -0.42 -2.75
AB All Market Real Return A -0.14 7.37 2.83 6.37 -0.40 -2.78
Hennessy Balanced Investor 1.50 7.31 2.91 7.41 5.49 5.79
Delaware Wealth Builder C 1.01 7.31 1.83 7.33 4.38 7.51
AB All Market Real Return R -0.14 7.09 2.75 6.04 -0.66 -3.00
Principal Diversified Real Asset C -0.35 7.06 -0.18 7.28 -0.64 0.49
Highland Total Return Y 1.20 7.03 -0.50 6.65 5.77 7.42
Salient Select Opportunity Institutional 1.17 6.88 2.08 7.66 3.99 ---
Highland Total Return A 1.17 6.83 -0.55 6.45 5.54 7.17
AB All Market Real Return C -0.28 6.64 2.59 5.48 -1.15 -3.47
Greenspring 2.51 6.59 5.51 5.36 7.36 6.96
Salient Select Opportunity Investor 1.17 6.55 2.03 7.28 3.64 ---
Salient Select Opportunity A 1.17 6.41 1.99 7.13 3.48 ---
Highland Total Return C 1.12 6.04 -0.76 5.63 4.75 6.37
Salient Select Opportunity C 1.09 5.94 1.87 6.62 2.99 ---
Concorde Wealth Management 0.69 5.31 0.76 4.58 2.44 7.63
PSG Tactical Growth 0.51 5.29 1.63 4.92 -1.22 0.55
Poplar Forest Cornerstone Institutional 2.06 4.39 5.00 2.36 --- ---
USAA Total Return Strategy Institutional -0.59 4.19 -4.44 4.32 -2.07 ---
Poplar Forest Cornerstone A 2.03 4.17 4.93 2.10 --- ---
USAA Total Return Strategy -0.60 3.86 -4.57 3.86 -2.46 -1.02
Prudential Real Assets Z -0.52 3.77 0.49 3.72 0.17 0.64
Prudential Real Assets Q -0.52 3.73 0.51 3.81 --- ---
Prudential Real Assets A -0.52 3.46 0.43 3.47 -0.10 0.38
Prudential Real Assets C -0.52 2.74 0.24 2.72 -0.84 -0.36
Prudential Real Assets B -0.63 2.74 0.24 2.72 -0.84 -0.38
Timothy Plan Defensive Strategies I -1.12 1.87 -0.78 1.39 1.02 ---
Timothy Plan Defensive Strategies A -1.21 1.51 -0.95 1.12 0.76 -0.50
Timothy Plan Defensive Strategies C -1.27 0.83 -1.09 0.28 0.01 -1.26
Avondale Core Investment 0.20 0.10 0.41 0.00 -0.44 ---
Fairholme Allocation 2.86 -12.20 -3.94 -15.92 -4.34 2.56
Wells Fargo WealthBuilder Gr Bal A 1.53 --- 3.60 --- --- ---
Transamerica Multi-Managed Balanced T1 2.07 --- 4.19 --- --- ---
Transamerica Multi-Managed Balanced Adv 2.03 --- 4.18 --- --- ---
Transamerica Balanced II I3 2.16 --- --- --- --- ---
Transamerica Asset Allocation Mod Gr T1 1.39 --- 2.90 --- --- ---
Transamerica Asset Allocation Mod Gr Adv 1.02 --- 1.98 --- --- ---
Transamerica Asset Alloc Interm Hrzn R 1.54 --- 2.97 --- --- ---
Russell Inv LifePoints Balanced StratT 0.51 --- 1.70 --- --- ---
Prudential Moderate Allocation Q --- --- --- --- --- ---
Prudential Balanced Q --- --- --- --- --- ---
Prudential 60/40 Allocation R6 2.44 --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp T 1.55 --- 3.69 --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 1.57 --- 3.76 --- --- ---
JPMorgan Investor Balanced T 1.38 --- 3.26 --- --- ---
JPMorgan Investor Balanced R6 1.37 --- 3.42 --- --- ---
JPMorgan Diversified R6 1.64 --- --- --- --- ---
Janus Henderson Value Plus Income N 2.13 --- 3.83 --- --- ---
Invesco Moderate Allocation R6 1.16 --- 2.77 --- --- ---
Hartford Checks and Balances F 2.10 --- 3.79 --- --- ---
Hartford Balanced F 2.60 --- 4.74 --- --- ---
Crawford Multi-Asset Income 1.92 --- --- --- --- ---
Columbia Balanced T 2.48 --- 3.45 --- --- ---
American Funds Retire Inc Port-Mod F3 1.33 --- 2.31 --- --- ---
American Funds Retire Inc Port-Enh F3 1.73 --- 3.09 --- --- ---
American Funds Income Portfolio F3 1.59 --- 2.63 --- --- ---
American Funds Balanced Portfolio F3 1.48 --- 3.33 --- --- ---
American Funds American Balanced F3 2.01 --- 4.28 --- --- ---
American Century Strat Allc: Mod R5 1.48 --- 3.40 --- --- ---
American Century Balanced R5 2.08 --- 4.60 --- --- ---
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