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Data through 1/30/2015. 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 -1.35 -0.82 0.43 6.85 10.05 9.67
Innovator Matrix Income® Institutional 3.65 4.29 -2.42 -0.32 --- ---
Innovator Matrix Income® A Load Waived 3.65 4.26 -2.50 -0.54 --- ---
Innovator Matrix Income® A 3.65 4.26 -2.50 -0.54 --- ---
Issachar N 4.29 4.19 5.13 --- --- ---
LoCorr Spectrum Income I 3.22 3.79 -1.97 -1.14 --- ---
LoCorr Spectrum Income A Load Waived 3.28 3.77 -2.04 -1.39 --- ---
LoCorr Spectrum Income A 3.28 3.77 -2.04 -1.39 --- ---
LoCorr Spectrum Income C 3.15 3.70 -2.24 -2.13 --- ---
Timothy Plan Defensive Strategies I 2.04 2.68 1.59 6.61 --- ---
Timothy Plan Defensive Strategies A LW 1.95 2.68 1.52 6.34 -0.60 5.29
Timothy Plan Defensive Strategies A 1.95 2.68 1.52 6.34 -0.60 5.29
Timothy Plan Defensive Strategies C 2.00 2.65 1.39 5.56 -1.34 4.54
Natixis Diversified Income A LW 1.78 2.54 4.33 15.21 10.34 11.89
Natixis Diversified Income A 1.78 2.54 4.33 15.21 10.34 11.89
Natixis Diversified Income Y 1.74 2.50 4.33 15.39 --- ---
Natixis Diversified Income C 1.70 2.46 4.11 14.27 9.50 11.04
TOROSO Newfound Tactical Allc A 1.00 1.81 2.29 3.43 --- ---
TOROSO Newfound Tactical Allc Instl 0.99 1.80 2.39 3.74 --- ---
TOROSO Newfound Tactical Allc C 0.90 1.71 2.15 2.67 --- ---
AllianzGI Multi-Asset Real Return Inst 0.90 1.61 -2.46 -1.29 --- ---
AllianzGI Multi-Asset Real Return A LW 0.83 1.61 -2.51 -1.53 --- ---
AllianzGI Multi-Asset Real Return A 0.83 1.61 -2.51 -1.53 --- ---
AllianzGI Multi-Asset Real Return P 0.90 1.60 -2.47 -1.36 --- ---
AllianzGI Multi-Asset Real Return D 0.83 1.60 -2.52 -1.55 --- ---
AllianzGI Multi-Asset Real Return C 0.77 1.55 -2.73 -2.28 --- ---
SEI Conservative Strategy Allc A (SAAT) 0.62 1.54 3.82 16.20 14.09 14.77
SEI Defensive Strategy Allc A (SAAT) 0.62 1.45 3.31 14.72 13.30 14.11
Bruce 0.83 1.21 2.47 14.20 12.90 14.51
Prudential Real Assets Z 0.80 1.20 -0.97 6.20 2.93 ---
Prudential Real Assets C 0.80 1.20 -1.23 5.14 1.93 ---
Prudential Real Assets B 0.70 1.20 -1.23 5.14 1.93 ---
Prudential Real Assets A Load Waived 0.80 1.20 -1.04 5.93 2.68 ---
Prudential Real Assets A 0.80 1.20 -1.04 5.93 2.68 ---
Eudora 1.42 1.03 2.09 3.46 --- ---
AdvisorOne CLS International Equity N 0.94 0.94 -1.47 4.18 7.26 8.11
Carlyle Core Allocation N 0.62 0.93 -0.70 --- --- ---
Carlyle Core Allocation I 0.58 0.93 -0.64 --- --- ---
Forward Select Opportunity Institutional 0.32 0.77 2.22 7.59 --- ---
Forward Select Opportunity Investor 0.28 0.76 2.11 --- --- ---
Forward Select Opportunity C 0.20 0.69 1.92 --- --- ---
Forward Select Opportunity A LW 0.24 0.68 2.03 7.00 --- ---
Forward Select Opportunity A 0.24 0.68 2.03 7.00 --- ---
Sound Mind Investing Balanced 0.19 0.58 2.85 3.67 10.02 ---
Centre Multi-Asset Real Return Instl 0.21 0.53 -0.30 2.30 --- ---
Arrow DWA Balanced Institutional 0.00 0.53 2.13 4.89 --- ---
Arrow DWA Balanced A Load Waived -0.08 0.45 1.97 4.52 7.45 8.19
Arrow DWA Balanced A -0.08 0.45 1.97 4.52 7.45 8.19
Centre Multi-Asset Real Return Investor 0.11 0.42 -0.36 2.03 --- ---
Arrow DWA Balanced C -0.08 0.39 1.79 3.76 6.64 7.39
USAA Cornerstone Moderate -0.20 0.13 0.51 5.65 7.81 7.78
RiverFront Moderate Growth & Income I -0.48 0.09 1.15 6.52 8.15 ---
RiverFront Moderate Growth & Income A LW -0.52 0.09 1.03 6.25 7.89 ---
RiverFront Moderate Growth & Income A -0.52 0.09 1.03 6.25 7.89 ---
VALIC Company II Moderate Gr Lifestyle -0.45 0.07 0.72 5.93 9.88 10.41
Cavanal Hill Balanced Inv -0.44 0.07 2.16 9.70 9.77 10.10
Cavanal Hill Balanced I -0.44 0.07 2.21 9.95 10.02 10.35
T. Rowe Price Personal Strat Balanced -0.45 0.00 0.79 6.71 11.15 10.81
Sterling Capital Strategic Allc Bal I -0.56 0.00 0.83 8.09 8.94 8.67
Sterling Capital Strategic Allc Bal C -0.54 0.00 0.70 7.05 7.83 7.57
Sterling Capital Strategic Allc Bal B -0.55 0.00 0.69 7.07 7.85 7.57
RiverFront Moderate Growth & Income C -0.56 0.00 0.83 5.45 7.05 ---
Fidelity Asset Manager® 50% -0.35 0.00 1.01 6.21 8.92 8.90
Fidelity Advisor Asset Manager® 50% T -0.35 0.00 0.87 5.69 8.33 8.32
Fidelity Advisor Asset Manager® 50% I -0.29 0.00 1.00 6.23 8.88 8.87
Fidelity Advisor Asset Manager® 50% A LW -0.35 0.00 0.94 5.97 8.61 8.59
Fidelity Advisor Asset Manager® 50% A -0.35 0.00 0.94 5.97 8.61 8.59
Delaware Foundation Moderate Allc I -0.51 0.00 0.21 6.32 8.77 8.75
Cavanal Hill Balanced C --- 0.00 --- --- --- ---
Cavanal Hill Balanced A Load Waived -0.44 0.00 2.16 9.63 9.72 ---
Cavanal Hill Balanced A -0.44 0.00 2.16 9.63 9.72 ---
American Funds College 2027 529F1 -0.41 0.00 0.42 7.38 --- ---
American Funds College 2027 529-A LW -0.49 0.00 0.35 7.14 --- ---
American Funds College 2027 529-A -0.49 0.00 0.35 7.14 --- ---
American Funds College 2024 529F1 -0.34 0.00 0.48 7.51 --- ---
American Funds College 2024 529-E -0.34 0.00 0.42 7.02 --- ---
American Funds College 2024 529-B -0.42 0.00 0.25 6.40 --- ---
American Funds College 2024 529-A LW -0.34 0.00 0.49 7.25 --- ---
American Funds College 2024 529-A -0.34 0.00 0.49 7.25 --- ---
Fidelity Advisor Asset Manager® 50% C -0.41 -0.06 0.74 5.13 7.80 7.78
Putnam Dynamic Asset Allocation Bal R6 -0.62 -0.07 2.34 10.90 --- ---
Putnam Dynamic Asset Allocation Bal R5 -0.62 -0.07 2.32 10.79 --- ---
TIAA-CREF Managed Allc R -0.50 -0.08 1.14 6.15 10.29 10.03
TIAA-CREF Managed Allc Inst -0.50 -0.08 1.20 6.40 10.55 10.32
Thrivent Balanced Income Plus I -0.54 -0.08 1.26 6.68 11.19 10.84
Invesco Moderate Allocation R5 -0.47 -0.08 0.23 6.01 8.12 8.86
American Funds College 2027 529-E -0.49 -0.08 0.21 6.85 --- ---
Wilmington Strategic Allc Mod Instl -0.47 -0.09 0.81 3.88 7.08 ---
T. Rowe Price Balanced -0.61 -0.09 1.23 7.03 11.36 10.81
Sterling Capital Strategic Allc Bal A LW -0.53 -0.09 0.77 7.78 8.62 8.36
Sterling Capital Strategic Allc Bal A -0.53 -0.09 0.77 7.78 8.62 8.36
Delaware Foundation Moderate Allc R -0.51 -0.09 0.08 5.81 8.21 8.22
Delaware Foundation Moderate Allc C -0.51 -0.09 0.03 5.35 7.68 7.68
Delaware Foundation Moderate Allc A LW -0.51 -0.09 0.15 6.07 8.51 8.50
Delaware Foundation Moderate Allc A -0.51 -0.09 0.15 6.07 8.51 8.50
Columbia Capital Allocation Moderate Z -0.52 -0.09 1.14 6.78 9.28 ---
Columbia Capital Allocation Moderate Y -0.61 -0.09 1.12 6.89 --- ---
Columbia Capital Allocation Moderate R5 -0.52 -0.09 1.17 6.94 --- ---
Columbia Capital Allocation Moderate R4 -0.52 -0.09 1.15 6.79 --- ---
Columbia Capital Allocation Moderate K -0.52 -0.09 1.10 6.52 9.12 9.21
Columbia Capital Allocation Moderate A -0.52 -0.09 1.08 6.41 8.99 9.10
Columbia Capital Allocation Moderat A LW -0.52 -0.09 1.08 6.41 8.99 9.10
American Funds College 2024 529-C -0.43 -0.09 0.22 6.38 --- ---
JPMorgan Diversified Sel -0.57 -0.12 1.58 8.70 11.56 10.82
JPMorgan Diversified Instl -0.57 -0.12 1.58 8.92 11.82 11.08
Fidelity Advisor Asset Manager® 50% B -0.41 -0.12 0.73 5.17 7.78 7.76
Eaton Vance Balanced I -0.71 -0.12 1.69 10.68 --- ---
Putnam Dynamic Asset Allocation Bal Y -0.69 -0.14 2.31 10.81 12.83 11.66
Putnam Dynamic Asset Allocation Bal R -0.69 -0.14 2.20 10.20 12.27 11.10
USAA Cornerstone Moderately Agrsv -0.59 -0.16 0.28 5.77 7.78 7.53
TIAA-CREF Lifestyle Moderate Retirement -0.55 -0.16 1.11 5.83 10.29 ---
TIAA-CREF Lifestyle Moderate Retail -0.55 -0.16 1.03 5.81 10.22 ---
TIAA-CREF Lifestyle Moderate Premier -0.55 -0.16 1.14 6.02 10.40 ---
TIAA-CREF Lifestyle Moderate Instl -0.55 -0.16 1.17 6.08 10.53 ---
Thrivent Moderate Allocation I -0.50 -0.16 1.16 6.40 9.68 9.44
Thrivent Balanced Income Plus A LW -0.54 -0.16 1.08 6.18 10.72 10.33
Thrivent Balanced Income Plus A -0.54 -0.16 1.08 6.18 10.72 10.33
Invesco Moderate Allocation Y -0.55 -0.16 0.21 5.95 8.09 8.84
Invesco Moderate Allocation S -0.55 -0.16 0.17 5.79 7.93 8.69
Invesco Moderate Allocation R -0.56 -0.16 0.08 5.43 7.56 8.30
Invesco Moderate Allocation C -0.56 -0.16 0.03 4.92 7.01 7.76
Invesco Moderate Allocation A LW -0.55 -0.16 0.15 5.69 7.81 8.57
Invesco Moderate Allocation A -0.55 -0.16 0.15 5.69 7.81 8.57
American Funds College 2027 529-B -0.57 -0.16 0.05 6.25 --- ---
TIAA-CREF Managed Allc Retail -0.58 -0.17 1.05 6.03 10.26 10.02
Northern Global Tactical Asset Allc -0.58 -0.17 -0.17 3.87 7.45 8.04
Columbia Capital Allocation Moderate R -0.61 -0.17 1.02 6.16 8.72 ---
Columbia Capital Allocation Moderate B -0.61 -0.17 0.89 5.65 8.18 8.29
American Funds College 2027 529-C -0.58 -0.17 0.05 6.26 --- ---
Manning & Napier Strategic Inc Modrt S -0.55 -0.18 0.33 7.46 --- ---
Manning & Napier Strategic Inc Modrt I -0.64 -0.18 0.40 7.70 --- ---
JPMorgan Diversified C -0.70 -0.18 1.35 7.86 10.72 9.97
JPMorgan Diversified B -0.66 -0.18 1.38 7.90 10.72 9.98
JPMorgan Diversified A Load Waived -0.64 -0.18 1.46 8.36 11.27 10.52
JPMorgan Diversified A -0.64 -0.18 1.46 8.36 11.27 10.52
Fidelity Advisor Asset Manager® 60% I -0.63 -0.18 0.90 6.47 9.99 9.60
Catalyst/SMH Total Return Income I -0.95 -0.18 -7.69 -13.62 --- ---
Wilmington Strategic Allc Mod A LW -0.56 -0.19 0.65 3.48 6.75 7.01
Wilmington Strategic Allc Mod A -0.56 -0.19 0.65 3.48 6.75 7.01
Regal Total Return A Load Waived -0.59 -0.20 1.70 --- --- ---
Regal Total Return A -0.59 -0.20 1.70 --- --- ---
Nationwide Diverse Managers Instl Svc -0.50 -0.20 0.07 --- --- ---
MassMutual RetireSMART Moderate R5 -0.71 -0.20 0.30 5.28 8.79 ---
MassMutual RetireSMART Mod I -0.71 -0.20 0.30 --- --- ---
AT Income Opportunities Institutional -0.69 -0.20 1.42 --- --- ---
Putnam Dynamic Asset Allocation Bal M -0.69 -0.21 2.13 9.95 11.96 10.82
Putnam Dynamic Asset Allocation Bal C -0.77 -0.21 1.98 9.61 11.70 10.55
Putnam Dynamic Asset Allocation Bal B -0.76 -0.21 2.07 9.69 11.70 10.55
Putnam Dynamic Asset Allocation Bal A LW -0.69 -0.21 2.18 10.47 12.52 11.37
Putnam Dynamic Asset Allocation Bal A -0.69 -0.21 2.18 10.47 12.52 11.37
PNC Balanced Allocation I -0.67 -0.22 1.22 7.40 10.14 9.85
ASTON/Montag & Caldwell Balanced N -0.78 -0.22 1.96 7.52 9.09 8.52
ASTON/Montag & Caldwell Balanced I -0.78 -0.22 1.99 7.61 9.20 8.66
AllianceBern Balance Wealth Strat I -0.65 -0.22 0.42 6.26 8.44 8.36
AllianceBern Balance Wealth Strat Adv -0.65 -0.22 0.45 6.35 8.45 8.37
AllianceBern Balance Wealth Strat A LW -0.65 -0.22 0.36 5.97 8.16 8.06
AllianceBern Balance Wealth Strat A -0.65 -0.22 0.36 5.97 8.16 8.06
Thrivent Moderate Allocation A LW -0.59 -0.23 1.00 5.97 9.27 9.05
Thrivent Moderate Allocation A -0.59 -0.23 1.00 5.97 9.27 9.05
Invesco Moderate Allocation B -0.64 -0.24 -0.05 4.83 7.01 7.76
Eaton Vance Balanced C -0.82 -0.24 1.31 9.42 11.81 9.94
Eaton Vance Balanced B -0.82 -0.24 1.42 9.56 11.83 9.90
Eaton Vance Balanced A Load Waived -0.82 -0.24 1.51 10.28 12.65 10.75
Eaton Vance Balanced A -0.82 -0.24 1.51 10.28 12.65 10.75
Vanguard LifeStrategy Moderate Gr Inv -0.70 -0.25 1.22 8.07 9.83 9.68
Great-West Moderate Profile II Init -0.78 -0.26 1.25 7.65 10.20 9.37
Columbia Capital Allocation Moderate C -0.70 -0.26 0.81 5.57 8.18 8.29
AMG Chicago Equity Partners Bal Instl -0.85 -0.26 1.75 10.26 11.34 11.30
Fidelity Asset Manager® 60% -0.63 -0.27 0.86 6.52 10.09 9.65
Fidelity Advisor Asset Manager® 60% T -0.72 -0.27 0.72 5.86 9.42 9.03
Fidelity Advisor Asset Manager® 60% A LW -0.63 -0.27 0.81 6.11 9.74 9.31
Fidelity Advisor Asset Manager® 60% A -0.63 -0.27 0.81 6.11 9.74 9.31
Presidential® Managed Rsk Mod I -0.78 -0.29 -0.21 4.09 --- ---
Presidential® Managed Rsk Mod C -0.78 -0.29 -0.32 3.59 --- ---
Presidential® Managed Rsk Mod A -0.78 -0.29 -0.27 3.84 --- ---
Innealta Capital Global All Asset Opp N -0.67 -0.29 -1.45 6.94 --- ---
Great-West Moderate Profile II L -0.85 -0.29 1.18 7.33 9.92 ---
AllianceBern Balance Wealth Strat R -0.73 -0.29 0.23 5.56 7.75 7.65
AllianceBern Balance Wealth Strat K -0.73 -0.29 0.35 5.91 8.09 7.99
AllianceBern Balance Wealth Strat C -0.73 -0.29 0.16 5.27 7.38 7.29
AllianceBern Balance Wealth Strat B -0.73 -0.29 0.16 5.28 7.37 7.27
Voya Strategic Allocation Mod Port I -0.83 -0.30 1.00 8.16 10.64 9.99
Voya Retirement Moderate Growth Port I -0.81 -0.30 0.90 7.45 9.92 9.54
Voya Retirement Moderate Growth Port A -0.81 -0.30 0.82 7.01 9.52 9.12
PNC Balanced Allocation A Load Waived -0.74 -0.30 1.14 7.17 9.82 9.56
PNC Balanced Allocation A -0.74 -0.30 1.14 7.17 9.82 9.56
MassMutual RetireSMART Moderate A LW -0.81 -0.30 0.20 4.78 8.39 ---
MassMutual RetireSMART Moderate A -0.81 -0.30 0.20 4.78 8.39 ---
American Funds Balanced Portfolio R6 -0.75 -0.30 1.24 8.21 --- ---
American Funds Balanced Portfolio R5 -0.75 -0.30 1.23 8.15 --- ---
American Funds Balanced Portfolio R4 -0.83 -0.30 1.07 7.79 --- ---
American Funds Balanced Portfolio R3 -0.83 -0.30 1.08 7.49 --- ---
American Funds Balanced Portfolio R2E -0.83 -0.30 1.17 --- --- ---
American Funds Balanced Portfolio F2 -0.83 -0.30 1.14 8.03 --- ---
American Funds Balanced Portfolio F1 -0.83 -0.30 1.15 7.76 --- ---
American Funds Balanced Portfolio A LW -0.83 -0.30 1.16 7.84 --- ---
American Funds Balanced Portfolio A -0.83 -0.30 1.16 7.84 --- ---
American Funds Balanced Portfolio 529F1 -0.75 -0.30 1.19 7.95 --- ---
American Funds Balanced Portfolio 529A -0.75 -0.30 1.13 7.74 --- ---
American Funds Balanced Portfolio 529 LW -0.75 -0.30 1.13 7.74 --- ---
SEI Aggressive Strategy A (SAAT) -0.77 -0.31 0.08 6.90 11.02 10.47
MassMutual RetireSMART Moderate Svc -0.81 -0.31 0.30 5.17 8.76 ---
MassMutual RetireSMART Moderate Admin -0.81 -0.31 0.19 5.05 8.66 ---
MassMutual RetireSMART Mod R4 -0.81 -0.31 0.13 --- --- ---
MassMutual RetireSMART Mod R3 -0.81 -0.31 0.13 --- --- ---
Great-West SecureFoundation® Balanced G1 -0.85 -0.31 1.26 7.11 9.66 9.30
Great-West SecureFoundation® Bal ETF A -0.78 -0.31 1.29 7.28 9.86 ---
Great-West SecureFoundation® Bal ET A LW -0.78 -0.31 1.29 7.28 9.86 ---
SEI Aggressive Strategy I (SAAT) -0.79 -0.32 0.02 6.63 10.75 10.20
Great-West Moderate Profile I Init -0.77 -0.33 1.28 7.42 10.05 9.21
AMG Chicago Equity Partners Bal Svc -0.85 -0.33 1.72 10.22 --- ---
AMG Chicago Equity Partners Bal Inv -0.92 -0.33 1.60 9.98 11.04 11.02
Madison Moderate Allocation A LW -0.88 -0.35 1.40 7.67 9.31 8.69
Madison Moderate Allocation A -0.88 -0.35 1.40 7.67 9.31 8.69
State Farm Equity & Bond Instl -0.90 -0.36 2.93 12.15 11.96 11.00
State Farm Equity & Bond A Legacy LW -0.89 -0.36 2.87 11.89 11.66 10.71
State Farm Equity & Bond A Legacy -0.89 -0.36 2.87 11.89 11.66 10.71
Fidelity Advisor Asset Manager® 60% B -0.81 -0.36 0.61 5.26 8.86 8.47
Nationwide Inv Dest Mod Svc -0.83 -0.37 0.46 5.03 8.71 8.43
Nationwide Inv Dest Mod Instl Svc -0.92 -0.37 0.47 --- --- ---
Nationwide Inv Dest Mod I -0.83 -0.37 0.56 5.36 9.11 8.86
Nationwide Inv Dest Mod A Load Waived -0.92 -0.37 0.47 5.04 8.76 8.53
Nationwide Inv Dest Mod A -0.92 -0.37 0.47 5.04 8.76 8.53
Fidelity Advisor Asset Manager® 60% C -0.82 -0.37 0.58 5.28 8.86 8.46
Voya Strategic Allocation Mod Port S -0.91 -0.38 0.93 7.90 10.33 9.71
PNC Balanced Allocation C -0.82 -0.38 0.99 6.46 9.05 8.76
Nationwide Inv Dest Mod R -0.85 -0.38 0.41 4.77 8.46 8.18
JHancock Lifestyle II Balanced R6 -0.95 -0.38 0.65 7.39 --- ---
JHancock Lifestyle II Balanced 1 -0.95 -0.38 0.66 7.44 --- ---
Innealta Capital Global All Asset Opp I -0.67 -0.38 -1.51 7.04 --- ---
American Funds Balanced Portfolio R2 -0.83 -0.38 0.97 6.95 --- ---
American Funds Balanced Portfolio R1 -0.83 -0.38 0.96 7.05 --- ---
American Funds Balanced Portfolio C -0.90 -0.38 0.89 7.00 --- ---
American Funds Balanced Portfolio B -0.90 -0.38 0.93 6.95 --- ---
American Funds Balanced Portfolio 529E -0.83 -0.38 1.00 7.42 --- ---
American Funds Balanced Portfolio 529C -0.90 -0.38 0.94 6.89 --- ---
American Funds Balanced Portfolio 529B -0.90 -0.38 0.91 6.93 --- ---
SEI Aggressive Strategy D (SAAT) -0.92 -0.39 -0.18 6.03 10.14 ---
Innealta Capital Global All Asset Opp A -0.67 -0.39 -1.52 6.77 --- ---
Innealta Capital Global All Asset O A LW -0.67 -0.39 -1.52 6.77 --- ---
Great-West SecureFoundation® Balanced G -0.86 -0.39 1.23 7.17 9.75 9.40
Catalyst/SMH Total Return Income A LW -0.98 -0.39 -7.92 -13.98 1.77 3.40
Catalyst/SMH Total Return Income A -0.98 -0.39 -7.92 -13.98 1.77 3.40
Osterweis Strategic Investment -0.94 -0.40 -0.09 5.99 13.41 ---
Vanguard STAR Inv -0.85 -0.41 1.17 7.96 11.18 10.48
Madison Moderate Allocation C -0.91 -0.43 1.29 6.94 8.52 7.89
Madison Moderate Allocation B -0.91 -0.43 1.30 6.85 8.49 7.87
Great-West SecureFoundation® Balanced L -0.87 -0.43 1.14 6.97 9.50 ---
American Century Strat Allc: Mod R6 -1.00 -0.43 1.52 8.26 --- ---
State Farm Equity & Bond B Legacy -0.98 -0.45 2.66 11.42 11.23 10.28
State Farm Equity & Bond B -0.90 -0.45 2.64 11.24 10.99 10.03
State Farm Equity & Bond A Load Waived -0.90 -0.45 2.82 11.92 11.68 10.71
State Farm Equity & Bond A -0.90 -0.45 2.82 11.92 11.68 10.71
Franklin Moderate Allocation Advisor -0.76 -0.45 0.17 5.06 8.11 8.12
Franklin Moderate Allocation A LW -0.82 -0.45 0.10 4.81 7.82 7.84
Franklin Moderate Allocation A -0.82 -0.45 0.10 4.81 7.82 7.84
Catalyst/SMH Total Return Income C -1.04 -0.45 -8.09 -14.62 0.99 2.64
State Farm Equity & Bond R3 -0.91 -0.46 2.83 12.12 11.86 10.92
State Farm Equity & Bond R2 -0.91 -0.46 2.79 11.72 11.52 10.56
State Farm Equity & Bond R1 -1.00 -0.46 2.68 11.52 11.31 10.36
RidgeWorth Moderate Allocation Strat I -0.92 -0.46 1.10 6.75 8.78 8.71
RidgeWorth Moderate Allocation Strat A -0.92 -0.46 1.06 6.63 8.60 8.48
RidgeWorth Moderate Allocation Stra A LW -0.92 -0.46 1.06 6.63 8.60 8.48
Nationwide Inv Dest Mod C -0.93 -0.47 0.29 4.25 8.00 7.75
Tributary Balanced Instl Plus -0.95 -0.48 1.13 7.42 10.82 ---
Tributary Balanced Instl -0.95 -0.48 1.12 7.22 10.59 12.20
MFS® Moderate Allocation R4 -0.90 -0.48 0.24 5.21 9.24 9.64
MFS® Moderate Allocation R3 -0.96 -0.48 0.17 4.98 8.95 9.38
MFS® Moderate Allocation I -0.95 -0.48 0.23 5.27 9.24 9.65
MFS® Moderate Allocation A Load Waived -0.96 -0.48 0.11 4.95 8.94 9.38
MFS® Moderate Allocation A -0.96 -0.48 0.11 4.95 8.94 9.38
MFS® Moderate Allocation 529A LW -0.96 -0.48 0.10 4.93 8.91 9.30
MFS® Moderate Allocation 529A -0.96 -0.48 0.10 4.93 8.91 9.30
Russell LifePoints Balanced Strategy S -0.89 -0.49 0.36 5.70 8.15 8.15
Russell LifePoints Balanced Strategy R1 -0.97 -0.49 0.40 5.89 8.30 8.29
Russell LifePoints Balanced Strategy E -0.98 -0.49 0.30 5.44 7.87 7.88
MFS® Moderate Allocation R2 -0.98 -0.49 0.10 4.71 8.67 9.09
RiverNorth Core Opportunity R -0.58 -0.50 0.27 6.95 9.67 10.35
RiverNorth Core Opportunity I -0.50 -0.50 0.42 --- --- ---
Pacific Financial Fth & Vls Bsd Mod Inv -1.20 -0.50 -0.84 -0.84 --- ---
Franklin Moderate Allocation R -0.83 -0.51 0.03 4.56 7.55 7.57
Franklin Moderate Allocation C -0.85 -0.52 -0.03 4.02 7.03 7.04
American Century One Choice® Mod Inv -1.05 -0.53 1.30 8.13 10.36 10.28
VALIC Company I Asset Allocation -1.15 -0.54 0.94 6.80 9.72 10.25
Voya Solution Balanced Port I -1.09 -0.55 0.74 7.71 10.12 9.85
Voya Balanced Port I -1.09 -0.55 0.48 7.48 10.36 9.87
MFS® Moderate Allocation C -1.03 -0.55 -0.03 4.20 8.14 8.55
MFS® Moderate Allocation 529B -1.03 -0.55 -0.05 4.13 8.09 8.48
Voya Solution Balanced Port S -1.12 -0.56 0.66 7.40 9.92 9.59
RidgeWorth Moderate Allocation Strat C -1.02 -0.56 0.91 5.95 7.93 7.77
Pioneer Solutions Balanced Y -0.95 -0.56 -0.14 5.08 8.71 8.47
Pioneer Solutions Balanced A LW -0.96 -0.56 -0.23 4.80 8.40 8.12
Pioneer Solutions Balanced A -0.96 -0.56 -0.23 4.80 8.40 8.12
MFS® Moderate Allocation R1 -1.05 -0.56 -0.03 4.20 8.12 8.55
Fidelity Asset Manager® 70% -1.06 -0.56 0.66 6.58 11.19 10.48
Russell LifePoints Balanced Strategy R5 -1.06 -0.57 0.27 5.26 7.74 7.75
Russell LifePoints Balanced Strategy R4 -0.98 -0.57 0.33 5.56 8.02 8.02
Russell LifePoints Balanced Strategy A -0.98 -0.57 0.22 5.38 7.87 7.88
Russell LifePoints Balanced Strateg A LW -0.98 -0.57 0.22 5.38 7.87 7.88
Nuveen Strategy Balanced Allc I -1.14 -0.57 0.06 6.40 9.29 9.15
American Century Strat Allc: Mod R -1.14 -0.57 1.12 7.27 9.45 9.42
American Century Strat Allc: Mod Inv -1.14 -0.57 1.26 7.71 9.96 9.99
American Century Strat Allc: Mod Instl -1.14 -0.57 1.32 7.93 10.18 10.21
American Century Strat Allc: Mod C -1.14 -0.57 1.10 6.73 8.88 8.88
American Century Strat Allc: Mod B -1.14 -0.57 1.11 6.74 8.90 8.89
American Century Strat Allc: Mod A LW -1.14 -0.57 1.33 7.62 9.72 9.73
American Century Strat Allc: Mod A -1.14 -0.57 1.33 7.62 9.72 9.73
Russell LifePoints Balanced Strategy C -0.99 -0.58 0.12 4.68 7.08 7.08
Vantagepoint Model Port Tradtnl Gr TM -0.96 -0.59 0.63 5.74 --- ---
Vantagepoint Model Port Tradtnl Gr Inv M -0.98 -0.59 0.58 5.50 9.46 8.90
Vantagepoint Diversifying Strategies T -0.98 -0.59 0.82 3.23 3.57 3.63
Transamerica Instl Asst Allc Itm/Lg Hrzn -1.20 -0.60 0.75 5.61 10.49 10.42
Archer Balanced -1.28 -0.60 2.88 15.42 11.72 8.94
Prudential Moderate Allocation Z -1.15 -0.61 0.77 6.18 9.51 9.17
Prudential Moderate Allocation A LW -1.15 -0.61 0.72 5.92 9.22 8.88
Prudential Moderate Allocation A -1.15 -0.61 0.72 5.92 9.22 8.88
MFS® Moderate Allocation B -1.09 -0.61 -0.10 4.14 8.12 8.55
MFS® Moderate Allocation 529C -1.04 -0.61 -0.10 4.13 8.08 8.47
Fidelity Advisor Asset Manager® 70% T -1.06 -0.61 0.50 5.96 10.54 9.84
Fidelity Advisor Asset Manager® 70% I -1.06 -0.61 0.61 6.47 11.14 10.43
Fidelity Advisor Asset Manager® 70% A LW -1.06 -0.61 0.58 6.21 10.83 10.12
Fidelity Advisor Asset Manager® 70% A -1.06 -0.61 0.58 6.21 10.83 10.12
Voya Balanced Port S -1.16 -0.62 0.42 7.18 10.08 9.60
VY T. Rowe Price Capital Appreciation I -1.21 -0.63 1.83 12.36 14.79 13.34
MainStay Balanced R2 -1.31 -0.64 2.22 10.81 13.04 11.71
MainStay Balanced R1 -1.27 -0.64 2.29 11.11 13.33 11.99
MainStay Balanced Inv -1.30 -0.64 2.21 10.73 12.95 11.62
MainStay Balanced I -1.27 -0.64 2.31 11.17 13.43 12.09
MainStay Balanced A Load Waived -1.31 -0.64 2.25 10.92 13.15 11.81
MainStay Balanced A -1.31 -0.64 2.25 10.92 13.15 11.81
JHancock Lifestyle Balanced R5 -1.03 -0.64 -0.40 4.53 9.58 9.21
Direxion Hilton Tactical Income Investor -1.08 -0.64 -0.73 5.53 --- ---
Direxion Hilton Tactical Income Instl -1.08 -0.64 -0.67 5.91 --- ---
Columbia Capital Allocation Mod Agrsv Z -1.27 -0.64 0.89 6.99 10.29 10.30
Oppenheimer Moderate Inv Y -1.11 -0.65 0.86 6.53 9.35 9.06
Oppenheimer Moderate Inv A Load Waived -1.11 -0.65 0.76 6.36 9.09 8.78
Oppenheimer Moderate Inv A -1.11 -0.65 0.76 6.36 9.09 8.78
JHancock Lifestyle Balanced R6 -1.03 -0.65 -0.38 4.66 9.68 ---
JHancock Lifestyle Balanced 5 -1.03 -0.65 -0.38 4.66 9.71 9.34
JHancock Lifestyle Balanced 1 -1.03 -0.65 -0.39 4.61 9.64 9.27
VY T. Rowe Price Capital Appreciation S2 -1.25 -0.66 1.73 11.91 14.33 12.88
VY T. Rowe Price Capital Appreciation S -1.21 -0.66 1.76 12.05 14.50 13.05
Voya Solution Balanced Port S2 -1.21 -0.66 0.57 7.19 9.70 ---
Voya Solution Balanced Port A -1.13 -0.66 0.57 7.11 9.60 9.23
Transamerica Asset Allc Interm/Long Hrzn -1.24 -0.66 0.56 5.24 10.17 10.16
Oppenheimer Moderate Inv R -1.12 -0.66 0.75 6.09 8.81 8.51
Nuveen Strategy Balanced Allc R3 -1.15 -0.67 -0.11 5.86 8.72 8.59
Nuveen Strategy Balanced Allc A LW -1.14 -0.67 -0.11 6.10 8.99 8.85
Nuveen Strategy Balanced Allc A -1.14 -0.67 -0.11 6.10 8.99 8.85
MainStay Balanced R3 -1.31 -0.67 2.15 10.53 12.76 11.43
BNY Mellon Asset Allocation M -1.16 -0.67 0.78 7.73 9.23 8.37
Prudential Moderate Allocation R -1.23 -0.68 0.61 5.61 8.90 8.61
Nuveen Strategy Balanced Allc C -1.15 -0.68 -0.25 5.35 8.20 8.06
BNY Mellon Asset Allocation Inv -1.12 -0.68 0.77 7.47 8.95 8.09
T. Rowe Price Capital Appreciation -1.22 -0.69 1.84 12.14 14.67 13.19
Prudential Moderate Allocation B -1.23 -0.69 0.52 5.11 8.40 8.07
Pioneer Solutions Balanced C -1.04 -0.69 -0.40 4.10 7.66 7.35
Fidelity Advisor Asset Manager® 70% B -1.14 -0.70 0.34 5.31 9.90 9.23
BMO Balanced Allocation R-6 -1.29 -0.70 0.39 --- --- 9.82
BMO Balanced Allocation I -1.29 -0.70 0.30 --- --- ---
American Funds Income Fund of Amer R5 -1.38 -0.70 0.71 9.58 12.11 11.76
American Funds Income Fund of Amer F1 -1.43 -0.70 0.58 9.21 11.76 11.42
American Funds Income Fund of Amer 529F1 -1.38 -0.70 0.63 9.44 11.99 11.64
VY T. Rowe Price Capital Appreciation A -1.24 -0.71 1.69 11.66 14.10 12.65
Touchstone Balanced Allocation Y -1.10 -0.71 -0.05 4.99 8.21 8.36
Touchstone Balanced Allocation Instl -1.10 -0.71 -0.05 5.01 8.22 8.34
Touchstone Balanced Allocation A LW -1.10 -0.71 -0.12 4.73 7.96 8.08
Touchstone Balanced Allocation A -1.10 -0.71 -0.12 4.73 7.96 8.08
Principal SAM Balanced J -1.24 -0.71 0.80 7.11 10.26 10.03
Praxis Genesis Balanced A Load Waived -1.25 -0.71 0.70 6.26 8.69 8.54
Praxis Genesis Balanced A -1.25 -0.71 0.70 6.26 8.69 8.54
JHancock Lifestyle Balanced R4 -1.09 -0.71 -0.45 4.34 9.38 8.95
JHancock Lifestyle Balanced R3 -1.09 -0.71 -0.55 3.92 8.94 8.55
JHancock Lifestyle Balanced R2 -1.09 -0.71 -0.52 4.08 --- ---
JHancock Lifestyle Balanced R1 -1.16 -0.71 -0.65 3.73 8.80 8.41
JHancock Lifestyle Balanced C -1.09 -0.71 -0.66 3.46 8.44 8.05
JHancock Lifestyle Balanced A LW -1.09 -0.71 -0.48 4.22 9.22 8.82
JHancock Lifestyle Balanced A -1.09 -0.71 -0.48 4.22 9.22 8.82
Fidelity Advisor Asset Manager® 70% C -1.16 -0.71 0.36 5.39 9.99 9.30
Columbia Capital Allocation Mod Agrsv R5 -1.34 -0.71 0.84 7.05 --- ---
Columbia Capital Allocation Mod Agrsv R4 -1.26 -0.71 0.88 7.00 --- ---
Columbia Capital Allocation Mod Agrsv R -1.35 -0.72 0.76 6.45 9.74 9.75
Columbia Capital Allocation Mod Agrsv K -1.35 -0.72 0.78 6.84 --- ---
Columbia Capital Allocation Mod Agrsv A -1.35 -0.72 0.74 6.70 10.00 10.01
Columbia Capital Allocation Mod Agr A LW -1.35 -0.72 0.74 6.70 10.00 10.01
Calvert Moderate Allocation A LW -1.34 -0.72 1.06 7.41 10.79 9.60
Calvert Moderate Allocation A -1.34 -0.72 1.06 7.41 10.79 9.60
T. Rowe Price Capital Appreciation Adv -1.27 -0.73 1.70 11.74 14.31 12.85
Outfitter -1.30 -0.73 1.02 7.23 --- ---
JPMorgan Investor Balanced Select -1.19 -0.73 0.64 7.26 9.22 8.65
JPMorgan Investor Balanced A LW -1.13 -0.73 0.58 7.01 8.97 8.40
JPMorgan Investor Balanced A -1.13 -0.73 0.58 7.01 8.97 8.40
Columbia Capital Allocation Mod Agrsv Y -1.28 -0.73 0.87 7.16 --- ---
Vanguard Balanced Index I -1.31 -0.74 1.74 10.23 11.64 11.52
Schwab MarketTrack Balanced Investor -1.20 -0.74 0.87 6.02 9.38 9.26
MainStay Balanced C -1.37 -0.74 2.00 9.90 12.10 10.78
MainStay Balanced B -1.37 -0.74 2.03 9.89 12.10 10.78
Columbia Flexible Capital Income R4 -1.23 -0.74 -0.60 3.84 --- ---
American Funds Income Fund of Amer R6 -1.43 -0.74 0.67 9.58 12.16 11.80
American Funds Income Fund of Amer R4 -1.43 -0.74 0.59 9.22 11.78 11.41
American Funds Income Fund of Amer R3 -1.43 -0.74 0.51 8.91 11.44 11.08
American Funds Income Fund of Amer F2 -1.43 -0.74 0.65 9.49 12.04 11.69
American Funds Income Fund of Amer A LW -1.43 -0.74 0.60 9.28 11.83 11.49
American Funds Income Fund of Amer A -1.43 -0.74 0.60 9.28 11.83 11.49
American Funds Income Fund of Amer 529E -1.48 -0.74 0.52 8.90 11.45 11.10
American Funds Income Fund of Amer 529A -1.43 -0.74 0.58 9.20 11.73 11.39
American Funds Income Fund of Amer 52 LW -1.43 -0.74 0.58 9.20 11.73 11.39
Prudential Moderate Allocation C -1.30 -0.75 0.45 5.04 8.37 8.08
Principal SAM Balanced A Load Waived -1.22 -0.75 0.76 7.06 10.21 10.05
Principal SAM Balanced A -1.22 -0.75 0.76 7.06 10.21 10.05
Oppenheimer Moderate Inv B -1.12 -0.75 0.65 5.52 8.23 7.90
MainStay Moderate Allocation Inv -1.26 -0.75 0.22 5.08 10.36 9.76
MainStay Moderate Allocation I -1.27 -0.75 0.33 5.55 10.85 10.22
ICON Risk-Managed Balanced C -1.09 -0.75 0.72 5.81 7.08 5.87
Columbia Flexible Capital Income Z -1.24 -0.75 -0.60 3.87 10.21 ---
Columbia Flexible Capital Income I -1.24 -0.75 -0.57 3.96 10.33 ---
Principal SAM Balanced Inst -1.22 -0.76 0.79 7.37 10.57 10.42
Oppenheimer Moderate Inv C -1.13 -0.76 0.62 5.51 8.29 7.95
ICON Risk-Managed Balanced S -1.07 -0.76 0.88 6.76 8.09 6.93
Vanguard Balanced Index Inv -1.34 -0.77 1.69 10.03 11.45 11.34
Vanguard Balanced Index Adm -1.34 -0.77 1.73 10.18 11.61 11.49
Principal SAM Balanced R5 -1.28 -0.77 0.73 7.04 10.28 10.14
Principal SAM Balanced R4 -1.25 -0.77 0.70 6.98 10.16 10.00
Principal SAM Balanced R3 -1.30 -0.77 0.66 6.72 9.95 9.80
JHancock Lifestyle Balanced B -1.15 -0.77 -0.67 3.43 8.40 8.00
JHFunds2 Capital Appreciation Value NAV -1.29 -0.78 1.74 11.94 14.53 ---
ICON Risk-Managed Balanced A LW -1.13 -0.78 0.86 6.60 7.85 6.68
ICON Risk-Managed Balanced A -1.13 -0.78 0.86 6.60 7.85 6.68
GuideStone Funds Defensv Mkt Strats Inst -1.45 -0.78 1.49 10.46 11.45 ---
Dreyfus Moderate Allocation -1.30 -0.78 -0.04 5.53 8.21 8.13
Touchstone Balanced Allocation C -1.26 -0.79 -0.38 3.95 7.13 7.26
Scharf Balanced Opportunity Inv -1.28 -0.79 2.11 11.34 --- ---
Pacific Funds Port Optim Mod R -1.22 -0.79 -0.10 4.51 7.78 8.06
Pacific Funds Port Optim Mod Adv -1.15 -0.79 0.00 4.97 --- ---
Pacific Funds Port Optim Mod A LW -1.22 -0.79 -0.10 4.73 8.03 8.31
Pacific Funds Port Optim Mod A -1.22 -0.79 -0.10 4.73 8.03 8.31
Columbia Capital Allocation Mod Agrsv C -1.42 -0.79 0.55 5.90 9.18 9.19
American Funds Income Fund of Amer R2E -1.47 -0.79 0.56 --- --- ---
American Funds Income Fund of Amer R1 -1.48 -0.79 0.40 8.41 10.94 10.58
American Funds Income Fund of Amer B -1.48 -0.79 0.40 8.48 11.01 10.65
American Funds Income Fund of Amer 529C -1.48 -0.79 0.39 8.34 10.87 10.52
American Funds Income Fund of Amer 529B -1.48 -0.79 0.37 8.37 10.85 10.51
Transamerica Asset Allc Mod Gr R -1.31 -0.80 0.75 5.67 10.23 9.15
Transamerica Asset Allc Mod Gr I -1.30 -0.80 0.88 6.16 10.77 9.69
Transamerica Asset Allc Mod Gr C -1.30 -0.80 0.63 5.19 9.70 8.62
Transamerica Asset Allc Mod Gr A LW -1.30 -0.80 0.82 5.94 10.46 9.36
Transamerica Asset Allc Mod Gr A -1.30 -0.80 0.82 5.94 10.46 9.36
JPMorgan Investor Balanced B -1.24 -0.80 0.53 6.51 8.41 7.85
Janus Aspen Balanced Instl -1.30 -0.80 1.44 9.09 12.13 10.59
Columbia Capital Allocation Mod Agrsv T -1.35 -0.80 0.74 6.66 9.96 ---
Calvert Moderate Allocation C -1.43 -0.80 0.83 6.63 9.98 8.79
BMO Balanced Allocation Y -1.39 -0.80 0.15 --- --- ---
BMO Balanced Allocation R-3 -1.39 -0.80 0.12 --- --- ---
American Funds Income Fund of Amer R2 -1.49 -0.80 0.41 8.40 10.96 10.59
American Funds Income Fund of Amer C -1.49 -0.80 0.36 8.42 10.94 10.59
JPMorgan Investor Balanced C -1.21 -0.81 0.52 6.48 8.39 7.84
GE Instl Strategic Investment Svc -1.37 -0.81 0.19 5.76 9.28 8.30
GE Instl Strategic Investment Inv -1.37 -0.81 0.20 5.97 9.54 8.65
Franklin Balanced R6 -1.32 -0.81 0.88 8.90 --- ---
Columbia Capital Allocation Mod Agrsv B -1.36 -0.81 0.64 5.91 9.20 9.21
WesMark Balanced -1.37 -0.82 0.83 8.15 8.36 9.56
Principal SAM Balanced B -1.30 -0.82 0.56 6.18 9.33 9.15
Janus Balanced N -1.30 -0.82 1.47 9.19 --- ---
Janus Balanced I -1.30 -0.82 1.42 9.10 11.87 10.30
Janus Balanced D -1.33 -0.82 1.39 8.99 11.81 10.23
Janus Balanced A Load Waived -1.34 -0.82 1.34 8.76 11.55 9.99
Janus Balanced A -1.34 -0.82 1.34 8.76 11.55 9.99
GuidePath Tact Constnd Asst Allc Svc -1.35 -0.82 0.14 5.39 8.61 ---
GuidePath Tact Constnd Asst Allc Instl -1.36 -0.82 0.25 5.97 --- ---
Franklin Balanced Adv -1.33 -0.82 0.76 8.59 9.70 10.67
Columbia Flexible Capital Income R5 -1.23 -0.82 -0.66 3.87 --- ---
Principal SAM Balanced R2 -1.29 -0.83 0.60 6.54 9.75 9.60
Principal SAM Balanced R1 -1.31 -0.83 0.57 6.40 9.61 9.45
Principal SAM Balanced C -1.30 -0.83 0.58 6.23 9.41 9.23
MainStay Moderate Allocation A LW -1.31 -0.83 0.23 5.24 10.55 9.93
MainStay Moderate Allocation A -1.31 -0.83 0.23 5.24 10.55 9.93
Columbia Flexible Capital Income W -1.32 -0.83 -0.76 3.47 9.94 ---
Columbia Flexible Capital Income R -1.32 -0.83 -0.81 3.25 9.65 ---
Columbia Flexible Capital Income C -1.33 -0.83 -0.86 2.84 9.13 ---
Columbia Flexible Capital Income A LW -1.24 -0.83 -0.67 3.60 9.94 ---
Columbia Flexible Capital Income A -1.24 -0.83 -0.67 3.60 9.94 ---
MainStay Moderate Allocation C -1.36 -0.84 0.06 4.28 9.55 8.93
VALIC Company I Dynamic Allocation -1.51 -0.85 0.60 5.52 --- ---
Sit Balanced -1.41 -0.85 1.52 9.96 10.84 10.11
Janus Balanced T -1.33 -0.85 1.37 8.87 11.70 10.12
Janus Balanced S -1.37 -0.85 1.30 8.63 11.41 9.84
Janus Balanced R -1.37 -0.85 1.26 8.34 11.15 9.57
Franklin Balanced A Load Waived -1.35 -0.85 0.69 8.27 9.35 10.32
Franklin Balanced A -1.35 -0.85 0.69 8.27 9.35 10.32
Elfun Diversified -1.43 -0.85 0.22 6.04 9.53 8.68
Wells Fargo Advantage WB Growth Balanced -1.42 -0.86 -0.08 4.40 9.52 9.18
Transamerica Asset Allc Mod Gr B -1.36 -0.86 0.59 5.04 9.61 8.56
Schwab Balanced -1.38 -0.86 1.83 9.03 10.95 10.61
GuideStone Funds Defensv Mkt Strats Inv -1.54 -0.86 1.38 10.17 11.18 ---
VY Franklin Income I -1.48 -0.87 -1.99 4.75 9.87 9.72
Transamerica Partners Instl Balanced -1.41 -0.87 1.52 10.81 12.37 11.71
Pioneer Classic Balanced Y -1.51 -0.87 1.05 10.59 11.97 10.62
Pacific Funds Port Optim Mod C -1.30 -0.87 -0.25 3.94 7.29 7.57
Pacific Funds Port Optim Mod B -1.29 -0.87 -0.26 3.92 7.28 7.55
VY Franklin Income S2 -1.58 -0.88 -2.09 4.33 9.41 9.27
VY Franklin Income S -1.49 -0.88 -2.00 4.45 9.61 9.44
Huntington Balanced Allocation A LW -1.23 -0.88 -0.50 2.46 6.10 6.57
Huntington Balanced Allocation A -1.23 -0.88 -0.50 2.46 6.10 6.57
DFA Global Allocation 60/40 R2 -1.26 -0.88 -0.30 4.18 8.63 8.59
Janus Balanced C -1.38 -0.89 1.15 7.97 10.74 9.18
HSBC World Selection Balanced Strat C -1.53 -0.89 -1.36 3.17 7.54 7.73
HSBC World Selection Balanced Strat B -1.54 -0.89 -1.37 3.17 7.52 7.74
HSBC World Selection Balanced Strat A LW -1.48 -0.89 -1.24 3.91 8.34 8.54
HSBC World Selection Balanced Strat A -1.48 -0.89 -1.24 3.91 8.34 8.54
Highland Total Return Y -1.47 -0.89 0.08 5.20 8.50 7.91
DFA Global Allocation 60/40 I -1.33 -0.89 -0.27 4.27 8.88 8.86
Highland Total Return A Load Waived -1.49 -0.90 0.02 4.93 8.23 7.65
Highland Total Return A -1.49 -0.90 0.02 4.93 8.23 7.65
VY Franklin Income A -1.53 -0.91 -2.15 4.12 9.22 9.05
Transamerica Partners Balanced -1.46 -0.91 1.44 10.38 11.96 11.33
MainStay Moderate Allocation B -1.37 -0.91 -0.02 4.27 9.54 8.93
Prudential Asset Allocation Z -1.56 -0.92 1.11 10.20 12.14 11.45
Franklin Balanced C -1.43 -0.92 0.51 7.58 8.59 9.57
First Investors Total Return Instl -1.47 -0.93 0.52 7.60 --- ---
First Investors Total Return Adv -1.44 -0.93 0.50 7.54 --- ---
First Investors Total Return A LW -1.47 -0.93 0.42 7.18 10.73 10.77
First Investors Total Return A -1.47 -0.93 0.42 7.18 10.73 10.77
Virtus Balanced A Load Waived -1.40 -0.94 -0.39 4.93 8.33 9.22
Virtus Balanced A -1.40 -0.94 -0.39 4.93 8.33 9.22
Highland Total Return R -1.53 -0.94 -0.02 4.65 8.00 7.42
Highland Total Return C -1.53 -0.94 -0.16 4.13 7.42 6.86
Perkins Value Plus Income I -1.39 -0.95 1.13 8.96 10.19 ---
Lord Abbett Multi-Asset Balanced Opp F -1.50 -0.95 -0.02 6.51 10.85 9.57
BlackRock Moderate Prepared R -1.38 -0.95 1.12 6.47 10.31 9.82
BlackRock Moderate Prepared Inv A LW -1.46 -0.95 1.09 6.50 10.41 9.93
BlackRock Moderate Prepared Inv A -1.46 -0.95 1.09 6.50 10.41 9.93
BlackRock Moderate Prepared Instl -1.45 -0.95 1.17 6.90 10.82 10.34
Lord Abbett Multi-Asset Balanced Opp A -1.52 -0.96 -0.06 6.34 10.70 9.40
Lord Abbett Multi-Asset Balanced Op A LW -1.52 -0.96 -0.06 6.34 10.70 9.40
Perkins Value Plus Income A Load Waived -1.34 -0.97 1.13 8.73 9.90 ---
Perkins Value Plus Income A -1.34 -0.97 1.13 8.73 9.90 ---
Lord Abbett Multi-Asset Balanced Opp R2 -1.49 -0.97 -0.12 5.98 10.29 9.06
InvestEd Balanced Load Waived -1.37 -0.97 0.27 4.90 9.81 8.17
InvestEd Balanced -1.37 -0.97 0.27 4.90 9.81 8.17
Alger Balanced I-2 -1.51 -0.97 1.39 10.76 8.47 8.28
Sextant Core -1.38 -0.98 -0.69 6.42 6.55 6.89
Prudential Asset Allocation C -1.62 -0.98 0.87 9.15 11.02 10.35
Pioneer Classic Balanced C -1.52 -0.98 0.76 9.47 10.74 9.38
Pioneer Classic Balanced A Load Waived -1.62 -0.98 0.91 10.26 11.63 10.27
Pioneer Classic Balanced A -1.62 -0.98 0.91 10.26 11.63 10.27
Prudential Asset Allocation R -1.57 -0.99 0.99 9.65 11.59 10.88
Prudential Asset Allocation A LW -1.57 -0.99 1.00 9.87 11.81 11.10
Prudential Asset Allocation A -1.57 -0.99 1.00 9.87 11.81 11.10
Transamerica Multi-Mgd Balanced I -1.60 -1.00 1.41 10.73 12.02 13.84
First Investors Total Return B -1.55 -1.00 0.23 6.36 9.91 9.98
Virtus Balanced C -1.48 -1.01 -0.57 4.13 7.49 8.40
Virtus Balanced B -1.41 -1.01 -0.58 4.13 7.51 8.41
Neuberger Berman AMT Balanced I -1.46 -1.01 1.83 4.44 8.64 10.02
Even Keel Multi-Asset Managed Risk I -1.51 -1.01 -0.43 3.29 --- ---
Lord Abbett Multi-Asset Balanced Opp I -1.49 -1.02 -0.07 6.53 10.95 9.67
Villere Balanced Inv -1.57 -1.03 -2.86 -1.50 11.09 14.47
Lord Abbett Multi-Asset Balanced Opp C -1.57 -1.03 -0.21 5.55 9.87 8.61
Frost Moderate Allocation A Load Waived -1.65 -1.03 0.24 7.12 8.79 8.24
Frost Moderate Allocation A -1.65 -1.03 0.24 7.12 8.79 8.24
Perkins Value Plus Income D -1.40 -1.04 1.10 8.83 10.03 ---
BlackRock Moderate Prepared Inv C -1.56 -1.04 0.87 5.71 9.56 9.09
Wells Fargo Advantage Growth Balanced Ad -1.61 -1.05 1.08 7.95 13.14 11.82
Transamerica Multi-Mgd Balanced A LW -1.64 -1.05 1.30 10.39 11.59 13.44
Transamerica Multi-Mgd Balanced A -1.64 -1.05 1.30 10.39 11.59 13.44
Prudential Asset Allocation B -1.62 -1.05 0.87 9.08 11.02 10.35
Perkins Value Plus Income T -1.42 -1.05 1.05 8.77 9.98 ---
Lord Abbett Multi-Asset Balanced Opp P -1.57 -1.06 -0.13 6.13 10.45 9.19
Wells Fargo Advantage Growth Balanced A -1.64 -1.07 1.02 7.66 12.86 11.53
Wells Fargo Advantage Growth Balanc A LW -1.64 -1.07 1.02 7.66 12.86 11.53
Perkins Value Plus Income S -1.47 -1.07 0.97 8.61 9.74 ---
Lord Abbett Multi-Asset Balanced Opp R3 -1.57 -1.07 -0.14 6.07 10.42 9.13
Hartford Balanced HLS IA -1.65 -1.07 1.63 10.11 12.35 11.37
Fidelity® Puritan® K -1.62 -1.07 1.22 10.30 13.12 12.04
Fidelity® Puritan® -1.62 -1.07 1.20 10.18 13.00 11.92
Hennessy Equity and Income Investor -1.67 -1.09 2.37 12.14 10.46 11.45
Hennessy Equity and Income Institutional -1.68 -1.09 2.44 12.42 10.73 11.71
Hartford Balanced HLS IB -1.70 -1.09 1.58 9.82 12.07 11.08
Even Keel Multi-Asset Managed Risk F -1.51 -1.09 -0.43 --- --- ---
Even Keel Multi-Asset Managed Risk A LW -1.51 -1.09 -0.43 --- --- ---
Even Keel Multi-Asset Managed Risk A -1.51 -1.09 -0.43 --- --- ---
Wells Fargo Advantage Growth Balanced C -1.70 -1.10 0.84 6.86 12.02 10.70
Transamerica Multi-Mgd Balanced C -1.71 -1.10 1.12 9.64 10.89 12.76
New Century Balanced -1.59 -1.10 -0.30 5.26 9.25 8.82
Delaware Dividend Income A Load Waived -1.82 -1.10 0.25 8.68 12.13 11.36
Delaware Dividend Income A -1.82 -1.10 0.25 8.68 12.13 11.36
Wells Fargo Advantage Growth Balanced B -1.69 -1.11 0.84 6.87 12.00 10.69
Perkins Value Plus Income C -1.47 -1.11 0.88 7.90 9.22 ---
Lord Abbett Multi-Asset Balanced Opp B -1.57 -1.11 -0.31 5.47 9.85 8.58
Frost Moderate Allocation Instl -1.65 -1.11 0.22 7.35 9.04 8.50
Hotchkis & Wiley Capital Income A LW -1.06 -1.12 0.64 7.98 14.55 ---
Hotchkis & Wiley Capital Income A -1.06 -1.12 0.64 7.98 14.55 ---
Transamerica Multi-Mgd Balanced B -1.73 -1.13 1.08 9.37 10.61 12.46
Fidelity Advisor® Balanced Z -1.69 -1.13 1.07 10.43 --- ---
Fidelity Advisor® Balanced I -1.69 -1.13 1.04 10.27 12.59 11.72
Delaware Dividend Income R -1.85 -1.13 0.20 8.40 11.86 11.08
Fidelity® Balanced K -1.70 -1.14 1.02 10.62 12.84 11.98
Fidelity® Balanced -1.70 -1.14 1.00 10.51 12.72 11.84
AllianzGI Income & Growth P -1.62 -1.14 -0.54 4.37 9.75 10.41
Federated MDT Balanced A Load Waived -1.81 -1.15 1.23 9.08 12.17 10.15
Federated MDT Balanced A -1.81 -1.15 1.23 9.08 12.17 10.15
Nuveen Strategy Growth Allocation I -1.80 -1.16 -0.19 6.42 10.58 10.03
Nuveen Strategy Growth Allocation A LW -1.81 -1.16 -0.22 6.17 10.31 9.75
Nuveen Strategy Growth Allocation A -1.81 -1.16 -0.22 6.17 10.31 9.75
Delaware Dividend Income Instl -1.80 -1.16 0.32 8.94 12.41 11.65
AllianzGI Income & Growth R -1.63 -1.16 -0.67 3.86 9.23 ---
AllianzGI Income & Growth A Load Waived -1.64 -1.16 -0.57 4.11 9.51 10.13
AllianzGI Income & Growth A -1.64 -1.16 -0.57 4.11 9.51 10.13
Delaware Dividend Income C -1.89 -1.17 0.06 7.93 11.27 10.52
Nuveen Strategy Growth Allocation R3 -1.83 -1.18 -0.28 5.94 10.04 9.49
George Putnam Balanced Y -1.76 -1.18 1.41 10.68 12.22 11.06
George Putnam Balanced R6 -1.76 -1.18 1.44 10.80 --- ---
George Putnam Balanced R5 -1.76 -1.18 1.41 10.68 --- ---
George Putnam Balanced A Load Waived -1.77 -1.18 1.36 10.45 11.97 10.79
George Putnam Balanced A -1.77 -1.18 1.36 10.45 11.97 10.79
Even Keel Multi-Asset Managed Risk C -1.59 -1.18 -0.52 --- --- ---
Nuveen Strategy Growth Allocation C -1.86 -1.19 -0.43 5.36 9.49 8.94
Nationwide HighMark Balanced Instl -1.71 -1.19 0.91 8.06 --- ---
George Putnam Balanced R -1.77 -1.19 1.30 10.15 11.68 10.51
Fidelity Advisor® Balanced T -1.75 -1.19 0.90 9.73 12.04 11.19
Dreyfus Growth Allocation -1.86 -1.19 0.07 6.22 10.12 9.46
Nationwide HighMark Balanced InSvc -1.72 -1.20 0.89 7.95 9.27 9.45
Nationwide HighMark Balanced A LW -1.72 -1.20 0.80 7.60 8.99 9.16
Nationwide HighMark Balanced A -1.72 -1.20 0.80 7.60 8.99 9.16
George Putnam Balanced M -1.79 -1.20 1.26 9.92 11.39 10.23
Fidelity Advisor® Balanced A LW -1.77 -1.20 0.92 9.97 12.28 11.41
Fidelity Advisor® Balanced A -1.77 -1.20 0.92 9.97 12.28 11.41
Fidelity Advisor® Balanced C -1.77 -1.21 0.75 9.18 11.45 10.59
Federated MDT Balanced R -1.87 -1.21 1.09 8.79 11.78 9.72
Federated MDT Balanced Instl -1.81 -1.21 1.22 9.33 12.43 10.43
Manning & Napier Pro-Blend Extnd Term I -1.62 -1.22 -0.38 4.79 9.88 9.34
AllianzGI Income & Growth Institutional -1.61 -1.22 -0.53 4.45 9.86 10.52
Madison Diversified Income A LW -1.76 -1.23 0.57 7.20 8.98 9.57
Madison Diversified Income A -1.76 -1.23 0.57 7.20 8.98 9.57
Federated MDT Balanced C -1.83 -1.23 1.00 8.30 11.32 9.34
Manning & Napier Pro-Blend Extnd Term C -1.70 -1.24 -0.59 3.78 8.85 8.28
AllianzGI Income & Growth D -1.63 -1.24 -0.65 4.09 9.49 10.12
State Farm Balanced -1.79 -1.25 0.81 10.51 9.00 8.62
Manning & Napier Pro-Blend Extnd Term S -1.66 -1.25 -0.44 4.49 9.63 9.06
Manning & Napier Pro-Blend Extnd Term R -1.69 -1.25 -0.47 4.27 9.37 ---
JPMorgan Investor Growth & Income A LW -1.82 -1.25 0.47 7.66 11.06 10.17
JPMorgan Investor Growth & Income A -1.82 -1.25 0.47 7.66 11.06 10.17
George Putnam Balanced C -1.84 -1.25 1.19 9.60 11.12 9.97
Fidelity Advisor® Balanced B -1.81 -1.25 0.70 9.08 11.37 10.51
George Putnam Balanced B -1.85 -1.26 1.19 9.62 11.11 9.94
ESG Managers® Balanced Port Inst -1.75 -1.26 0.42 7.48 9.70 8.66
ESG Managers® Balanced Port A LW -1.84 -1.26 0.30 7.16 9.42 8.39
ESG Managers® Balanced Port A -1.84 -1.26 0.30 7.16 9.42 8.39
Madison Diversified Income C -1.79 -1.27 0.40 6.40 --- ---
JPMorgan Investor Growth & Income Sel -1.83 -1.27 0.48 7.89 11.33 10.43
Hartford Balanced Y -1.88 -1.28 1.43 10.13 12.12 11.26
Hartford Balanced R5 -1.88 -1.28 1.47 10.12 12.06 11.20
Hartford Balanced R3 -1.93 -1.28 1.33 9.43 11.39 10.53
Nationwide HighMark Balanced C -1.81 -1.29 0.64 7.01 8.35 8.52
Hartford Balanced A Load Waived -1.91 -1.29 1.40 9.75 11.66 10.80
Hartford Balanced A -1.91 -1.29 1.40 9.75 11.66 10.80
MFS® Total Return R5 -1.82 -1.30 1.09 8.82 --- ---
MFS® Total Return R4 -1.83 -1.30 1.06 8.72 11.53 10.16
MFS® Total Return I -1.83 -1.30 1.07 8.74 11.52 10.16
Hotchkis & Wiley Capital Income I -1.23 -1.30 0.53 8.13 14.02 ---
UBS US Allocation P -1.89 -1.31 1.28 9.78 12.64 11.81
American Century Balanced Inv -1.90 -1.31 1.51 10.00 11.16 11.13
American Century Balanced Instl -1.85 -1.31 1.57 10.21 11.40 11.36
AllianzGI Income & Growth C -1.72 -1.31 -0.83 3.33 8.66 9.31
MFS® Total Return R3 -1.87 -1.32 0.98 8.44 11.23 9.88
MFS® Total Return A Load Waived -1.87 -1.32 0.98 8.45 11.24 9.86
MFS® Total Return A -1.87 -1.32 0.98 8.45 11.24 9.86
JPMorgan Investor Growth & Income B -1.88 -1.32 0.41 7.18 10.51 9.61
American Beacon Balanced AMR -1.89 -1.32 1.05 9.50 13.15 11.59
UBS US Allocation A Load Waived -1.89 -1.33 1.24 9.50 12.33 11.50
UBS US Allocation A -1.89 -1.33 1.24 9.50 12.33 11.50
Rainier Balanced Institutional -1.79 -1.33 0.50 6.37 10.02 9.64
MFS® Total Return R2 -1.86 -1.33 0.90 8.19 10.94 9.61
MFS® Total Return 529A Load Waived -1.88 -1.33 0.97 8.42 11.19 9.81
MFS® Total Return 529A -1.88 -1.33 0.97 8.42 11.19 9.81
Madison Diversified Income B -1.86 -1.33 0.33 6.32 8.15 8.76
Hartford Balanced R4 -1.93 -1.33 1.35 9.77 11.73 10.85
American Funds American Balanced R6 -1.93 -1.33 1.21 9.47 13.33 12.47
American Funds American Balanced R5 -1.97 -1.33 1.20 9.40 13.27 12.41
American Funds American Balanced R2E -1.93 -1.33 1.19 --- --- ---
American Funds American Balanced F2 -1.97 -1.33 1.19 9.32 13.21 12.35
American Funds American Balanced F1 -1.93 -1.33 1.16 9.09 12.94 12.08
American Funds American Balanced A LW -1.97 -1.33 1.13 9.14 12.98 12.11
American Funds American Balanced A -1.97 -1.33 1.13 9.14 12.98 12.11
American Funds American Balanced 529A LW -1.93 -1.33 1.15 9.06 12.88 12.02
American Funds American Balanced 529A -1.93 -1.33 1.15 9.06 12.88 12.02
QS Legg Mason Dynamic Multi-Strategy I -1.88 -1.34 -0.01 --- --- ---
QS Legg Mason Dynamic Multi-Strategy A -1.88 -1.34 -0.07 6.50 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -1.88 -1.34 -0.07 6.50 --- ---
JPMorgan Investor Growth & Income C -1.88 -1.34 0.34 7.10 10.49 9.59
American Funds American Balanced 529F -1.93 -1.34 1.21 9.30 13.14 12.27
American Beacon Balanced Instl -1.91 -1.34 0.98 9.18 12.83 11.29
Hartford Balanced B -1.96 -1.35 1.17 8.78 10.70 9.85
American Beacon Balanced Y -1.92 -1.35 0.96 9.08 12.72 ---
Westwood Income Opportunity Instl -1.89 -1.36 -0.46 8.56 9.32 10.12
ESG Managers® Balanced Port C -1.85 -1.36 0.12 6.41 8.63 7.59
MFS® Total Return C -1.94 -1.37 0.79 7.66 10.39 9.06
MFS® Total Return B -1.89 -1.37 0.79 7.68 10.40 9.06
MFS® Total Return 529C -1.94 -1.37 0.77 7.61 10.34 8.99
Calvert Balanced I -1.97 -1.37 0.76 10.28 11.26 11.06
American Beacon Balanced Inv -1.94 -1.37 0.89 8.86 12.47 10.92
American Beacon Balanced A Load Waived -1.95 -1.37 0.88 8.68 12.30 ---
American Beacon Balanced A -1.95 -1.37 0.88 8.68 12.30 ---
Vanguard Wellington™ Inv -2.01 -1.38 0.88 9.58 12.23 11.33
Vanguard Wellington™ Admiral™ -2.00 -1.38 0.89 9.67 12.31 11.42
MFS® Total Return R1 -1.95 -1.38 0.79 7.65 10.39 9.06
MFS® Total Return 529B -1.90 -1.38 0.83 7.62 10.34 9.00
Calvert Balanced Y -2.01 -1.38 0.69 9.91 --- ---
American Funds American Balanced R4 -1.97 -1.38 1.13 9.06 12.94 12.08
American Funds American Balanced R3 -1.98 -1.38 1.09 8.76 12.60 11.75
American Funds American Balanced 529E -1.97 -1.38 1.09 8.79 12.60 11.72
American Beacon Balanced Adv -1.95 -1.38 0.85 8.68 12.30 10.76
UBS US Allocation C -1.96 -1.39 1.03 8.68 11.48 10.66
Hartford Balanced C -2.00 -1.39 1.14 8.93 10.85 9.99
Calvert Balanced A Load Waived -2.02 -1.39 0.64 9.71 10.71 10.51
Calvert Balanced A -2.02 -1.39 0.64 9.71 10.71 10.51
Rainier Balanced Original -1.87 -1.41 0.37 6.08 9.72 9.36
MassMutual Premier Balanced R5 -2.06 -1.41 0.44 8.65 10.93 10.60
MassMutual Premier Balanced I -2.07 -1.41 0.50 --- --- ---
Legg Mason Dynamic Multi-Strategy R -1.95 -1.41 -0.21 --- --- ---
American Funds American Balanced 529B -2.01 -1.41 0.93 8.18 12.00 11.14
QS Legg Mason Dynamic Multi-Strategy C -2.03 -1.42 -0.34 --- --- ---
American Funds American Balanced R2 -2.02 -1.42 0.95 8.28 12.14 11.27
American Funds American Balanced R1 -2.02 -1.42 0.94 8.25 12.11 11.25
American Funds American Balanced C -2.02 -1.42 0.94 8.24 12.08 11.23
American Funds American Balanced B -2.01 -1.42 0.97 8.29 12.13 11.27
American Funds American Balanced 529C -2.05 -1.42 0.92 8.19 12.00 11.15
Westwood Income Opportunity A LW -1.96 -1.43 -0.59 8.23 9.01 9.84
Westwood Income Opportunity A -1.96 -1.43 -0.59 8.23 9.01 9.84
JHancock Balanced R6 -2.06 -1.43 0.30 8.76 11.90 ---
JHancock Balanced R5 -2.05 -1.43 0.22 8.66 11.84 10.38
American Beacon Balanced C -2.01 -1.43 0.69 7.92 11.47 ---
MassMutual Premier Balanced A LW -2.10 -1.44 0.36 8.12 10.35 10.00
MassMutual Premier Balanced A -2.10 -1.44 0.36 8.12 10.35 10.00
Calvert Balanced C -2.10 -1.45 0.46 8.85 9.83 9.60
Virtus Tactical Allocation A LW -1.97 -1.46 -1.08 4.41 8.93 9.21
Virtus Tactical Allocation A -1.97 -1.46 -1.08 4.41 8.93 9.21
HSBC World Selection Aggressive Strat B -2.24 -1.47 -1.32 3.29 9.25 8.44
HSBC World Selection Aggressive Strat A -2.20 -1.47 -1.20 4.02 10.06 9.24
HSBC World Selection Aggressive Str A LW -2.20 -1.47 -1.20 4.02 10.06 9.24
JHancock Balanced R4 -2.10 -1.48 0.17 8.44 11.60 10.10
JHancock Balanced R3 -2.11 -1.48 0.07 8.02 11.16 9.72
JHancock Balanced R1 -2.10 -1.48 0.09 7.96 11.06 9.63
HSBC World Selection Aggressive Strat C -2.23 -1.48 -1.38 3.25 9.26 8.43
Hartford Checks and Balances R5 -2.07 -1.48 0.77 8.37 12.64 10.56
MassMutual Premier Balanced Adm -2.06 -1.49 0.39 8.39 10.56 10.25
JHancock Balanced R2 -2.11 -1.49 0.10 8.29 --- ---
JHancock Balanced I -2.06 -1.49 0.21 8.63 11.80 10.36
JHancock Balanced A Load Waived -2.11 -1.49 0.12 8.28 11.41 9.95
JHancock Balanced A -2.11 -1.49 0.12 8.28 11.41 9.95
Camelot Premium Return A Load Waived -1.87 -1.50 -2.45 5.38 10.11 ---
Camelot Premium Return A -1.87 -1.50 -2.45 5.38 10.11 ---
Calvert Balanced B -2.12 -1.50 0.36 8.48 9.51 9.34
MassMutual Premier Balanced Svc -2.14 -1.52 0.35 8.50 10.74 10.42
Virtus Tactical Allocation C -2.03 -1.53 -1.30 3.59 8.07 8.38
MassMutual Premier Balanced R4 -2.11 -1.53 0.32 --- --- ---
MassMutual Premier Balanced R3 -2.11 -1.53 0.29 --- --- ---
Hennessy Balanced Investor -2.17 -1.53 -0.91 2.93 5.17 6.82
Virtus Tactical Allocation B -2.04 -1.54 -1.26 3.63 8.09 8.39
SunAmerica Focused Balanced Strategy A -2.10 -1.54 -0.04 5.41 8.60 8.11
SunAmerica Focused Balanced Strateg A LW -2.10 -1.54 -0.04 5.41 8.60 8.11
Pax World Balanced Instl -2.20 -1.54 0.42 8.79 9.76 9.60
JHancock Balanced C -2.11 -1.54 0.00 7.54 10.65 9.19
JHancock Balanced B -2.17 -1.54 -0.06 7.48 10.61 9.19
SunAmerica Focused Balanced Strategy C -2.11 -1.55 -0.19 4.76 7.90 7.43
SunAmerica Focused Balanced Strategy B -2.06 -1.55 -0.13 4.74 7.89 7.40
Hartford Checks and Balances I -2.15 -1.57 0.68 8.37 12.64 10.55
1919 Socially Responsive Balanced A LW -2.20 -1.57 0.14 9.01 10.35 9.48
1919 Socially Responsive Balanced A -2.20 -1.57 0.14 9.01 10.35 9.48
Hartford Checks and Balances R4 -2.15 -1.58 0.61 7.92 12.26 10.22
Hartford Checks and Balances C -2.24 -1.58 0.45 7.27 11.48 9.44
Hartford Checks and Balances B -2.25 -1.58 0.43 7.19 11.44 9.39
Pax World Balanced R -2.25 -1.59 0.25 8.25 9.20 9.06
Value Line Income & Growth -2.12 -1.60 0.57 10.66 11.80 9.97
Pax World Balanced Individual Inv -2.22 -1.60 0.32 8.48 9.48 9.33
Camelot Premium Return C -1.88 -1.60 -2.60 4.69 9.35 ---
Mairs & Power Balanced Inv -2.19 -1.62 0.64 8.16 12.53 12.08
Dreyfus Balanced Opportunity J -2.31 -1.62 1.06 7.75 12.06 10.74
Dreyfus Balanced Opportunity A LW -2.30 -1.62 1.03 7.48 11.83 10.53
Dreyfus Balanced Opportunity A -2.30 -1.62 1.03 7.48 11.83 10.53
1919 Socially Responsive Balanced I -2.26 -1.62 0.20 9.28 10.65 9.75
Dreyfus Balanced Opportunity Z -2.33 -1.63 1.04 7.67 11.92 10.60
TETON Westwood Balanced I -2.28 -1.64 0.80 7.58 10.05 9.39
Columbia Balanced Y -2.20 -1.64 0.89 10.52 --- ---
Columbia Balanced R4 -2.23 -1.64 0.83 10.32 --- ---
Columbia Balanced R5 -2.22 -1.65 0.86 10.46 13.27 ---
Columbia Balanced K -2.25 -1.65 0.80 10.14 12.97 ---
Dreyfus Balanced Opportunity I -2.35 -1.66 1.01 7.70 12.09 10.79
Columbia Balanced Z -2.25 -1.66 0.83 10.29 13.14 11.82
1919 Socially Responsive Balanced C -2.29 -1.66 -0.07 8.19 9.57 8.77
Hartford Checks and Balances R3 -2.22 -1.67 0.53 7.54 11.91 9.87
Hartford Checks and Balances A LW -2.22 -1.67 0.62 8.01 12.30 10.27
Hartford Checks and Balances A -2.22 -1.67 0.62 8.01 12.30 10.27
Columbia Balanced A Load Waived -2.27 -1.68 0.77 10.00 12.85 11.56
Columbia Balanced A -2.27 -1.68 0.77 10.00 12.85 11.56
SunAmerica Focused Multi-Asset Strat C -2.36 -1.69 -0.23 4.51 7.26 6.61
SunAmerica Focused Multi-Asset Strat B -2.36 -1.69 -0.25 4.42 7.21 6.58
SunAmerica Focused Multi-Asset Strat A -2.30 -1.69 -0.08 5.18 7.94 7.29
SunAmerica Focused Multi-Asset Stra A LW -2.30 -1.69 -0.08 5.18 7.94 7.29
New Covenant Balanced Growth -2.18 -1.70 0.21 7.68 9.41 9.09
1919 Socially Responsive Balanced B -2.29 -1.70 -0.07 7.74 9.12 8.50
TETON Westwood Balanced A Load Waived -2.34 -1.71 0.66 6.90 9.48 8.84
TETON Westwood Balanced A -2.34 -1.71 0.66 6.90 9.48 8.84
Dreyfus Balanced Opportunity C -2.42 -1.71 0.78 6.68 10.95 9.69
Columbia Balanced R -2.30 -1.71 0.71 9.76 12.59 ---
TETON Westwood Balanced AAA -2.36 -1.72 0.65 7.21 9.73 9.11
Columbia Balanced C -2.30 -1.74 0.58 9.23 12.02 10.73
Columbia Balanced B -2.33 -1.74 0.58 9.17 12.02 10.71
TETON Westwood Balanced C -2.40 -1.77 0.45 6.38 8.91 8.29
QS Legg Mason Lifestyle Allocation 70% I -2.40 -1.77 -0.89 4.28 11.11 10.65
Buffalo Flexible Income -2.49 -1.81 -2.13 2.86 8.75 10.13
Legg Mason Lifestyle Allocation 70% R -2.45 -1.82 -1.03 --- --- ---
QS Legg Mason Lifestyle Allocation A LW -2.50 -1.87 -1.02 3.98 10.85 10.40
QS Legg Mason Lifestyle Allocation 70% A -2.50 -1.87 -1.02 3.98 10.85 10.40
LK Balanced Institutional -2.47 -1.88 -3.79 0.54 --- 7.60
QS Legg Mason Lifestyle Allocation 70% B -2.56 -1.89 -1.25 3.01 9.83 9.47
QS Legg Mason Lifestyle Allocation 70% C -2.52 -1.90 -1.22 3.26 10.11 9.76
Intrepid Capital Institutional -2.17 -1.91 -0.60 3.31 8.44 ---
Sentinel Balanced I -2.57 -1.92 0.06 7.24 10.46 10.75
FPA Crescent -2.39 -1.93 0.72 6.00 10.92 10.11
Fallen Angels Income -2.54 -1.95 -1.99 4.08 9.62 8.96
Sentinel Balanced A Load Waived -2.55 -1.96 -0.01 6.98 10.26 10.60
Sentinel Balanced A -2.55 -1.96 -0.01 6.98 10.26 10.60
American Indep MAR Tactical Mod Gr Instl -2.86 -1.96 0.51 5.53 --- ---
1789 Growth and Income A Load Waived -2.78 -1.99 -0.58 8.49 --- ---
1789 Growth and Income A -2.78 -1.99 -0.58 8.49 --- ---
Intrepid Capital -2.25 -2.00 -0.76 3.04 8.13 9.31
Ascendant Balanced I -2.63 -2.00 -1.57 3.35 8.51 ---
Sentinel Balanced C -2.64 -2.01 -0.21 6.13 9.39 9.72
Victory Balanced I -2.62 -2.03 1.01 8.34 11.72 9.87
Victory Balanced A Load Waived -2.70 -2.05 0.96 8.11 11.43 9.43
Victory Balanced A -2.70 -2.05 0.96 8.11 11.43 9.43
American Indep MAR Tactical Mod Gr A LW -2.87 -2.05 0.35 5.17 --- ---
American Indep MAR Tactical Mod Gr A -2.87 -2.05 0.35 5.17 --- ---
Victory Balanced R -2.72 -2.07 0.83 7.80 11.09 9.07
American Indep MAR Tactical Mod Gr C -2.98 -2.07 0.17 4.47 --- ---
1789 Growth and Income P -2.82 -2.07 -0.55 8.67 --- ---
Ascendant Balanced A Load Waived -2.63 -2.08 -1.62 3.03 8.21 ---
Ascendant Balanced A -2.63 -2.08 -1.62 3.03 8.21 ---
1789 Growth and Income C -2.91 -2.08 -0.77 7.64 9.18 ---
Plumb Balanced -2.70 -2.09 0.21 10.08 10.23 9.21
Victory Balanced C -2.69 -2.11 0.82 7.38 10.64 8.64
Ascendant Balanced C -2.68 -2.11 -1.79 2.56 7.37 ---
Advance Capital I Balanced Instl -2.71 -2.19 -0.70 6.35 9.49 10.08
Advance Capital I Balanced Retail -2.72 -2.25 -0.75 6.09 9.20 9.79
Oakmark Equity & Income I -2.90 -2.26 0.25 6.87 11.13 9.61
Oakmark Equity & Income II -2.91 -2.27 0.16 6.53 10.79 9.26
Capital Guardian Core Balanced Instl -3.15 -2.42 1.06 7.01 --- ---
Jamestown Balanced -3.14 -2.49 -0.75 6.67 11.03 10.08
BlackRock Balanced Capital Inv A LW -3.11 -2.54 0.40 8.58 11.92 10.82
BlackRock Balanced Capital Inv A -3.11 -2.54 0.40 8.58 11.92 10.82
BlackRock Balanced Capital Instl -3.14 -2.58 0.43 8.87 12.24 11.16
BlackRock Balanced Capital R -3.16 -2.61 0.30 8.17 11.50 10.40
BlackRock Balanced Capital Inv C -3.20 -2.62 0.18 7.72 11.03 9.96
Calamos Growth & Income A Load Waived -3.43 -2.63 -1.11 6.27 7.76 8.98
Calamos Growth & Income A -3.43 -2.63 -1.11 6.27 7.76 8.98
Calamos Growth & Income R -3.45 -2.65 -1.15 6.01 7.49 8.70
Calamos Growth & Income I -3.44 -2.65 -1.04 6.53 8.03 9.25
BlackRock Balanced Capital Inv B -3.24 -2.66 0.10 7.47 10.77 9.72
Calamos Growth & Income B -3.50 -2.70 -1.30 5.73 7.36 8.40
Calamos Growth & Income C -3.51 -2.71 -1.30 5.46 6.96 8.16
Greenspring -3.41 -2.78 -3.98 -4.21 5.68 6.42
Invesco Equity and Income Y -3.45 -2.80 0.03 7.80 13.47 11.21
Invesco Equity and Income R6 -3.45 -2.80 0.07 7.97 --- ---
Invesco Equity and Income R5 -3.54 -2.80 0.04 7.78 13.50 ---
Invesco Equity and Income A Load Waived -3.45 -2.80 -0.04 7.53 13.19 10.93
Invesco Equity and Income A -3.45 -2.80 -0.04 7.53 13.19 10.93
VY Invesco Equity and Income I -3.47 -2.81 -0.03 7.40 13.14 10.92
VY Invesco Equity and Income S -3.48 -2.83 -0.10 7.12 12.86 10.64
VY Invesco Equity and Income S2 -3.50 -2.85 -0.12 6.98 12.70 10.48
Invesco Equity and Income C -3.51 -2.85 -0.17 6.69 12.32 10.13
CornerCap Balanced -3.45 -2.86 -0.78 7.46 10.35 8.80
VY Invesco Equity and Income A -3.52 -2.88 -0.18 6.83 12.57 10.36
Invesco Equity and Income R -3.53 -2.88 -0.19 7.13 12.86 10.64
Invesco Equity and Income B -3.62 -2.96 -0.28 6.61 12.41 10.44
Disciplined Growth Investors -3.57 -3.05 1.72 10.76 13.51 ---
Dodge & Cox Balanced -3.78 -3.19 -0.72 6.74 15.12 12.29
HCM Tactical Growth R -4.75 -3.65 -7.88 --- --- ---
HCM Tactical Growth I -4.75 -3.65 -7.88 --- --- ---
HCM Tactical Growth C -4.75 -3.65 -7.88 --- --- ---
HCM Tactical Growth A Load Waived -4.75 -3.66 -7.87 --- --- ---
HCM Tactical Growth A -4.75 -3.66 -7.87 --- --- ---
Roumell Opportunistic Value Instl -6.15 -5.80 -1.56 -9.90 3.05 ---
Roumell Opportunistic Value C -6.11 -5.93 -1.67 -10.67 --- ---
Roumell Opportunistic Value A LW -6.08 -5.95 -1.55 -10.12 2.79 ---
Roumell Opportunistic Value A -6.08 -5.95 -1.55 -10.12 2.79 ---
Prudential Real Assets Q --- --- --- --- --- ---
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