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Data through 7/31/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation -1.45 3.91 1.71 10.61 9.49 10.99
Bruce -4.15 12.55 3.96 22.73 12.25 15.30
Prudential Real Assets Z -1.83 9.70 2.58 10.60 3.99 ---
Prudential Real Assets A Load Waived -1.93 9.40 2.49 10.35 3.72 ---
Prudential Real Assets A -1.93 9.40 2.49 10.35 3.72 ---
Prudential Real Assets C -1.85 9.12 2.40 9.56 2.98 ---
Prudential Real Assets B -1.94 9.02 2.30 9.56 2.95 ---
Timothy Plan Defensive Strategies I -1.00 8.72 1.98 --- --- ---
Innovator Matrix Income® Institutional -1.83 8.64 2.36 12.11 --- ---
Timothy Plan Defensive Strategies A LW -1.00 8.61 1.98 7.41 1.59 ---
Timothy Plan Defensive Strategies A -1.00 8.61 1.98 7.41 1.59 ---
Innovator Matrix Income® A Load Waived -1.85 8.52 2.29 11.77 --- ---
Innovator Matrix Income® A -1.85 8.52 2.29 11.77 --- ---
Natixis Diversified Income A LW -1.40 8.12 1.50 9.65 8.77 13.44
Natixis Diversified Income A -1.40 8.12 1.50 9.65 8.77 13.44
Timothy Plan Defensive Strategies C -1.03 8.07 1.77 6.62 0.80 ---
Natixis Diversified Income Y -1.39 7.96 1.50 9.52 --- ---
SEI Conservative Strategy Allc A (SAAT) -1.51 7.72 1.20 11.31 12.10 16.46
Natixis Diversified Income C -1.48 7.69 1.23 8.77 7.92 12.57
Innealta Capital Risk Based Opp Mod N 0.00 7.46 0.57 --- --- ---
Innealta Capital Risk Based Opp Mod I -0.09 7.46 0.57 --- --- ---
VY Franklin Income I -1.87 7.42 0.90 13.97 10.78 12.61
SEI Defensive Strategy Allc A (SAAT) -1.44 7.38 1.15 10.86 11.64 16.02
Innealta Capital Risk Based Opp Mod A LW -0.09 7.36 0.47 --- --- ---
Innealta Capital Risk Based Opp Mod A -0.09 7.36 0.47 --- --- ---
VY Franklin Income S -1.94 7.22 0.85 13.60 10.51 12.33
VY Franklin Income S2 -2.00 7.10 0.80 13.49 10.35 12.15
VY Franklin Income A -1.99 7.06 0.71 13.27 10.11 11.85
Scharf Balanced Opportunity Inv -0.55 6.72 2.97 17.20 --- ---
Delaware Dividend Income Instl -0.61 6.47 3.04 12.92 12.59 14.29
Pioneer Classic Balanced Y -1.31 6.46 2.70 13.77 11.18 11.87
Manning & Napier Pro-Blend Extnd Term I -1.21 6.35 2.47 13.55 10.31 11.50
Pioneer Classic Balanced A Load Waived -1.31 6.27 2.72 13.63 10.84 11.52
Pioneer Classic Balanced A -1.31 6.27 2.72 13.63 10.84 11.52
AllianzGI Multi-Asset Real Return P -2.18 6.26 0.75 9.21 --- ---
AllianzGI Multi-Asset Real Return Inst -2.18 6.26 0.75 9.28 --- ---
Delaware Dividend Income A Load Waived -0.70 6.24 2.90 12.56 12.28 13.98
Delaware Dividend Income A -0.70 6.24 2.90 12.56 12.28 13.98
Manning & Napier Pro-Blend Extnd Term S -1.28 6.23 2.42 13.31 10.05 11.23
Sterling Capital Strategic Allc Bal I -0.92 6.19 2.55 11.30 7.80 10.01
AllianzGI Multi-Asset Real Return D -2.25 6.13 0.69 8.98 --- ---
Delaware Dividend Income B -0.63 6.12 2.97 12.07 11.55 13.21
Delaware Dividend Income R -0.73 6.08 2.83 12.27 12.03 13.69
1789 Growth and Income P -1.38 6.08 1.81 --- --- ---
AllianzGI Multi-Asset Real Return A LW -2.25 6.07 0.69 8.98 --- ---
AllianzGI Multi-Asset Real Return A -2.25 6.07 0.69 8.98 --- ---
Manning & Napier Pro-Blend Extnd Term R -1.31 6.05 2.33 13.00 9.77 ---
Sterling Capital Strategic Allc Bal A LW -1.02 6.00 2.41 10.89 7.47 9.70
Sterling Capital Strategic Allc Bal A -1.02 6.00 2.41 10.89 7.47 9.70
LoCorr Spectrum Income I -1.44 5.96 1.95 --- --- ---
Eaton Vance Balanced I -1.33 5.93 2.99 14.94 --- ---
American Beacon Balanced AMR -1.13 5.93 2.00 12.04 13.68 13.13
MainStay Income Builder I -1.88 5.92 0.98 13.29 12.92 13.76
Archer Balanced -0.91 5.92 3.00 15.38 9.38 9.00
LoCorr Spectrum Income A Load Waived -1.46 5.83 1.89 --- --- ---
LoCorr Spectrum Income A -1.46 5.83 1.89 --- --- ---
1789 Growth and Income A Load Waived -1.46 5.83 1.74 --- --- ---
1789 Growth and Income A -1.46 5.83 1.74 --- --- ---
Franklin Balanced Adv -1.63 5.82 1.69 12.36 10.44 12.86
Westwood Income Opportunity Instl -1.42 5.78 1.38 8.93 10.64 11.31
MainStay Income Builder A Load Waived -1.89 5.78 0.93 13.00 12.65 13.47
MainStay Income Builder A -1.89 5.78 0.93 13.00 12.65 13.47
Delaware Dividend Income C -0.77 5.77 2.70 11.79 11.45 13.15
American Beacon Balanced Instl -1.15 5.76 1.93 11.75 13.37 12.85
Manning & Napier Pro-Blend Extnd Term C -1.30 5.75 2.19 12.39 9.21 ---
American Beacon Balanced Y -1.16 5.73 1.91 11.63 13.27 ---
AllianzGI Multi-Asset Real Return C -2.27 5.71 0.57 8.30 --- ---
VY T. Rowe Price Capital Appreciation I -1.30 5.70 2.03 12.75 13.69 14.24
American Funds Inc Fund of Amer R6 -1.29 5.70 1.12 13.08 12.46 13.55
Eaton Vance Balanced A Load Waived -1.44 5.68 2.81 14.53 11.80 11.67
Eaton Vance Balanced A -1.44 5.68 2.81 14.53 11.80 11.67
American Funds Inc Fund of Amer R5 -1.29 5.67 1.10 13.03 12.41 13.50
Westwood Income Opportunity A LW -1.43 5.66 1.39 8.68 10.36 11.05
Westwood Income Opportunity A -1.43 5.66 1.39 8.68 10.36 11.05
Pioneer Classic Balanced B -1.33 5.66 2.54 12.58 9.84 10.49
MainStay Income Builder Inv -1.89 5.66 0.87 12.73 12.32 13.12
Franklin Balanced A Load Waived -1.66 5.65 1.61 12.05 10.09 12.52
Franklin Balanced A -1.66 5.65 1.61 12.05 10.09 12.52
American Funds Inc Fund of Amer F2 -1.29 5.65 1.09 12.97 12.33 13.43
Pioneer Classic Balanced C -1.42 5.64 2.42 12.60 9.91 10.58
Sterling Capital Strategic Allc Bal C -1.04 5.62 2.27 10.18 6.70 8.90
RiverNorth Core Opportunity -1.57 5.62 1.78 12.19 9.91 12.50
American Funds Inc Fund of Amer 529F1 -1.34 5.58 1.08 12.94 12.27 13.37
T. Rowe Price Capital Appreciation -1.31 5.57 1.96 12.56 13.72 14.11
VY T. Rowe Price Capital Appreciation S -1.33 5.56 1.96 12.50 13.42 13.95
JHFunds2 Capital Appreciation Value NAV -1.28 5.54 1.98 12.54 13.62 ---
Dodge & Cox Balanced -0.67 5.54 3.06 15.53 15.28 14.67
Manning & Napier Strategic Inc Modrt I -1.22 5.53 1.64 9.32 --- ---
American Beacon Balanced Inv -1.18 5.52 1.84 11.45 12.99 12.48
Hotchkis & Wiley Capital Income I -2.43 5.51 -0.20 12.73 14.40 ---
American Funds Inc Fund of Amer A LW -1.29 5.51 1.05 12.78 12.15 13.24
American Funds Inc Fund of Amer A -1.29 5.51 1.05 12.78 12.15 13.24
Sterling Capital Strategic Allc Bal B -1.04 5.49 2.25 10.10 6.69 8.89
VY T. Rowe Price Capital Appreciation S2 -1.34 5.48 1.94 12.31 13.24 13.77
American Funds Inc Fund of Amer F1 -1.34 5.48 1.02 12.66 12.07 13.16
American Funds Inc Fund of Amer R4 -1.29 5.47 1.03 12.72 12.07 13.15
American Funds Inc Fund of Amer 529A LW -1.34 5.46 1.03 12.69 12.02 13.12
American Funds Inc Fund of Amer 529A -1.34 5.46 1.03 12.69 12.02 13.12
American Beacon Balanced A Load Waived -1.18 5.45 1.81 11.24 12.82 ---
American Beacon Balanced A -1.18 5.45 1.81 11.24 12.82 ---
1789 Growth and Income C -1.47 5.45 1.59 15.61 9.88 ---
T. Rowe Price Capital Appreciation Adv -1.32 5.42 1.90 12.23 13.39 13.79
American Beacon Balanced Adv -1.19 5.42 1.80 11.21 12.84 12.29
Vanguard Wellington™ Admiral™ -1.00 5.40 1.84 12.08 12.51 12.55
Leuthold Core Investment I -1.70 5.38 2.03 14.93 7.31 8.20
Vanguard Wellington™ Inv -1.03 5.36 1.82 12.00 12.42 12.45
Prudential Asset Allocation Z -1.15 5.34 2.06 12.67 11.70 12.43
Manning & Napier Strategic Inc Modrt S -1.31 5.34 1.50 8.98 --- ---
MainStay Balanced I -1.70 5.34 1.79 12.46 12.54 12.92
LoCorr Spectrum Income C -1.52 5.34 1.71 --- --- ---
VY T. Rowe Price Capital Appreciation A -1.33 5.33 1.87 12.10 13.01 13.55
Leuthold Core Investment Retail -1.70 5.33 2.00 14.82 7.22 8.10
CornerCap Balanced -0.63 5.31 2.52 12.43 9.89 10.68
State Farm Balanced -0.83 5.30 1.13 11.10 8.76 9.08
MainStay Balanced R1 -1.73 5.30 1.77 12.33 12.42 12.80
American Funds Inc Fund of Amer 529E -1.34 5.30 0.97 12.39 11.74 12.82
Eaton Vance Balanced C -1.55 5.28 2.62 13.65 10.97 10.85
Eaton Vance Balanced B -1.44 5.28 2.74 13.80 10.99 10.85
American Funds Inc Fund of Amer R3 -1.34 5.28 0.96 12.35 11.72 12.80
Franklin Balanced C -1.73 5.27 1.45 11.27 9.34 11.74
USAA Cornerstone Moderately Agrsv -0.98 5.21 2.22 10.90 6.48 10.29
MainStay Income Builder C -1.98 5.21 0.69 11.87 11.49 12.28
Hotchkis & Wiley Capital Income A LW -2.44 5.20 -0.17 12.16 15.08 ---
Hotchkis & Wiley Capital Income A -2.44 5.20 -0.17 12.16 15.08 ---
MainStay Balanced A Load Waived -1.73 5.19 1.73 12.17 12.26 12.63
MainStay Balanced A -1.73 5.19 1.73 12.17 12.26 12.63
Columbia Flexible Capital Income R5 -1.56 5.19 1.67 10.51 --- ---
Transamerica Partners Instl Balanced -0.82 5.18 2.35 12.23 11.97 12.74
Prudential Asset Allocation A LW -1.22 5.18 1.94 12.36 11.34 12.08
Prudential Asset Allocation A -1.22 5.18 1.94 12.36 11.34 12.08
Columbia Flexible Capital Income I -1.57 5.17 1.61 10.55 12.99 ---
MainStay Income Builder B -1.97 5.15 0.64 11.85 11.49 12.28
MainStay Balanced R2 -1.73 5.15 1.71 12.07 12.14 12.52
Columbia Flexible Capital Income Z -1.57 5.14 1.60 10.41 12.89 ---
Prudential Asset Allocation R -1.16 5.11 1.94 12.15 11.13 11.80
Virtus Tactical Allocation A LW -1.19 5.10 2.50 13.91 10.42 11.00
Virtus Tactical Allocation A -1.19 5.10 2.50 13.91 10.42 11.00
Columbia Flexible Capital Income R4 -1.64 5.10 1.58 10.43 --- ---
JHancock Balanced R6 -1.30 5.09 2.40 12.56 --- ---
George Putnam Balanced R6 -1.22 5.09 2.08 --- --- ---
Calvert Balanced I -0.86 5.09 2.97 12.04 11.21 11.83
American Funds Inc Fund of Amer B -1.39 5.08 0.86 11.93 11.29 12.37
Perkins Value Plus Income I -1.62 5.07 1.48 9.52 9.98 ---
MainStay Balanced Inv -1.76 5.07 1.66 11.93 12.05 12.42
Fidelity® Puritan® K -1.34 5.06 3.11 14.25 11.57 13.00
American Funds Inc Fund of Amer R1 -1.34 5.06 0.85 11.88 11.23 12.30
American Funds Inc Fund of Amer C -1.35 5.05 0.86 11.92 11.25 12.33
JHancock Balanced R5 -1.35 5.04 2.38 12.53 11.94 11.35
LK Balanced Institutional -1.75 5.03 1.50 12.85 8.88 10.72
Intrepid Capital Institutional -1.17 5.02 1.09 10.81 10.33 ---
Perkins Value Plus Income T -1.64 5.01 1.42 9.34 9.77 ---
Columbia Flexible Capital Income A LW -1.57 5.01 1.61 10.22 12.67 ---
Columbia Flexible Capital Income A -1.57 5.01 1.61 10.22 12.67 ---
Fidelity® Puritan® -1.32 5.00 3.08 14.12 11.45 12.88
Columbia Balanced Y -0.60 5.00 3.25 12.54 --- ---
American Funds Inc Fund of Amer 529B -1.39 5.00 0.82 11.79 11.15 12.23
Perkins Value Plus Income S -1.59 4.99 1.44 9.21 9.54 ---
Perkins Value Plus Income D -1.55 4.99 1.53 9.37 9.82 ---
Columbia Balanced R5 -0.64 4.99 3.24 12.49 12.58 ---
American Funds Inc Fund of Amer R2 -1.39 4.99 0.81 11.85 11.24 12.31
Transamerica Multi-Mgd Balanced I -0.96 4.98 2.28 11.80 11.65 ---
MainStay Balanced R3 -1.79 4.98 1.61 11.76 11.87 12.24
JHancock Balanced I -1.35 4.98 2.38 12.46 11.90 11.34
George Putnam Balanced Y -1.28 4.98 2.06 10.61 11.60 11.88
Columbia Flexible Capital Income W -1.57 4.98 1.60 10.17 12.62 ---
American Funds Inc Fund of Amer 529C -1.39 4.98 0.84 11.82 11.17 12.24
American Beacon Balanced C -1.25 4.98 1.62 10.38 12.01 ---
Perkins Value Plus Income A Load Waived -1.57 4.97 1.49 9.29 9.69 ---
Perkins Value Plus Income A -1.57 4.97 1.49 9.29 9.69 ---
George Putnam Balanced R5 -1.28 4.97 2.06 --- --- ---
Virtus Balanced A Load Waived -1.03 4.95 2.29 13.43 9.61 10.92
Virtus Balanced A -1.03 4.95 2.29 13.43 9.61 10.92
Federated MDT Balanced Instl -1.23 4.95 1.77 13.30 11.35 11.35
Transamerica Partners Balanced -0.89 4.93 2.27 11.83 11.55 12.33
Columbia Balanced R4 -0.63 4.92 3.21 12.35 --- ---
Calvert Balanced Y -0.90 4.89 2.90 11.68 --- ---
JHancock Balanced R4 -1.35 4.88 2.33 12.29 11.69 11.05
JHancock Balanced R2 -1.35 4.87 2.28 12.17 --- ---
Plumb Balanced -1.55 4.86 2.28 13.52 8.95 9.87
Columbia Balanced Z -0.64 4.84 3.15 12.30 12.44 12.85
Prudential Asset Allocation C -1.21 4.83 1.81 11.59 10.59 11.33
Lord Abbett Multi-Asset Balanced Opp I -2.01 4.83 1.50 11.68 10.27 11.72
Hartford Balanced Y -1.12 4.83 2.53 11.61 11.91 12.69
Great-West Moderate Profile I Init -0.31 4.83 2.75 11.25 9.51 10.58
Federated MDT Balanced A Load Waived -1.23 4.83 1.71 13.06 11.09 11.08
Federated MDT Balanced A -1.23 4.83 1.71 13.06 11.09 11.08
AMG Chicago Equity Partners Bal Instl -1.55 4.82 2.78 11.35 10.93 11.75
USAA First Start Growth -1.29 4.81 1.86 12.15 9.68 13.00
JHancock Balanced A Load Waived -1.35 4.81 2.30 12.06 11.50 10.91
JHancock Balanced A -1.35 4.81 2.30 12.06 11.50 10.91
Intrepid Capital -1.17 4.81 1.03 10.54 10.06 11.87
Transamerica Multi-Mgd Balanced A LW -1.00 4.80 2.21 11.48 11.18 14.40
Transamerica Multi-Mgd Balanced A -1.00 4.80 2.21 11.48 11.18 14.40
Hartford Balanced R5 -1.12 4.80 2.51 11.55 11.85 12.61
Great-West Moderate Profile II Init -0.48 4.80 2.61 11.27 9.68 10.72
George Putnam Balanced A Load Waived -1.29 4.80 1.94 10.30 11.34 11.59
George Putnam Balanced A -1.29 4.80 1.94 10.30 11.34 11.59
Calvert Balanced A Load Waived -0.87 4.80 2.86 11.50 10.69 11.27
Calvert Balanced A -0.87 4.80 2.86 11.50 10.69 11.27
State Farm Equity & Bond Instl -0.94 4.79 2.45 11.30 10.62 11.15
Columbia Flexible Capital Income R -1.57 4.79 1.55 9.83 12.33 ---
Lord Abbett Multi-Asset Balanced Opp F -2.02 4.78 1.48 11.67 10.17 11.62
Columbia Balanced K -0.64 4.78 3.12 12.13 12.27 ---
Invesco Moderate Allocation R5 -1.31 4.77 1.93 10.39 8.57 10.84
AMG Chicago Equity Partners Bal Svc -1.49 4.77 2.76 11.25 --- ---
USAA Cornerstone Moderate -0.90 4.76 1.87 10.13 6.83 10.79
Prudential Asset Allocation B -1.21 4.76 1.81 11.59 10.59 11.33
Fidelity® Balanced K -1.41 4.76 2.69 13.63 11.69 12.89
American Century Balanced Instl -0.84 4.75 1.78 11.23 11.60 11.93
Invesco Moderate Allocation Y -1.31 4.74 1.91 10.35 8.54 10.82
Hartford Balanced HLS IA -1.13 4.74 2.41 11.45 12.14 12.76
AMG Chicago Equity Partners Bal Inv -1.50 4.73 2.74 11.09 10.67 11.48
Advance Capital I Balanced Instl -0.96 4.73 3.05 11.43 9.76 11.88
State Farm Equity & Bond R3 -0.95 4.71 2.45 11.13 10.53 11.06
Great-West Moderate Profile II L -0.45 4.71 2.58 11.08 --- ---
Columbia Balanced A Load Waived -0.66 4.70 3.11 12.04 12.16 12.58
Columbia Balanced A -0.66 4.70 3.11 12.04 12.16 12.58
Nuveen Strategy Balanced Allc I -1.09 4.69 2.37 12.07 8.91 11.01
JHancock Balanced R3 -1.40 4.69 2.24 11.81 11.26 10.69
Hartford Checks and Balances R5 -1.35 4.69 2.22 13.07 12.30 11.83
Hartford Checks and Balances I -1.27 4.69 2.31 13.17 12.33 11.83
George Putnam Balanced R -1.29 4.69 1.95 10.08 11.07 11.33
Lord Abbett Multi-Asset Balanced Opp A -1.96 4.68 1.52 11.49 10.03 11.43
Lord Abbett Multi-Asset Balanced Op A LW -1.96 4.68 1.52 11.49 10.03 11.43
Invesco Moderate Allocation S -1.31 4.67 1.88 10.20 8.39 ---
Fidelity® Balanced -1.44 4.67 2.66 13.51 11.56 12.75
Hartford Balanced R4 -1.12 4.66 2.49 11.25 11.49 12.27
Hennessy Equity and Income Institutional -1.35 4.65 2.05 9.83 11.10 12.59
MainStay Balanced C -1.82 4.64 1.48 11.14 11.21 11.59
MainStay Balanced B -1.82 4.64 1.48 11.13 11.21 11.58
Virtus Tactical Allocation B -1.27 4.63 2.25 13.08 9.59 10.19
State Farm Equity & Bond A Legacy LW -1.03 4.63 2.41 10.94 10.34 10.87
State Farm Equity & Bond A Legacy -1.03 4.63 2.41 10.94 10.34 10.87
Federated MDT Balanced R -1.29 4.63 1.65 12.72 10.67 10.61
Hartford Balanced A Load Waived -1.14 4.62 2.46 11.11 11.43 12.19
Hartford Balanced A -1.14 4.62 2.46 11.11 11.43 12.19
Virtus Tactical Allocation C -1.26 4.61 2.26 13.01 9.58 10.17
Value Line Income & Growth -0.87 4.61 1.88 11.89 10.36 10.74
UBS US Allocation P -1.60 4.61 2.27 13.08 11.81 13.28
American Century Balanced Inv -0.89 4.61 1.73 11.02 11.36 11.70
Hartford Balanced HLS IB -1.11 4.60 2.39 11.18 11.86 12.49
Putnam Dynamic Asset Allocation Bal R6 -1.49 4.59 1.84 12.81 --- ---
State Farm Equity & Bond R2 -1.05 4.58 2.42 10.83 10.19 10.73
Columbia Balanced R -0.69 4.58 3.05 11.77 11.90 ---
State Farm Equity & Bond A Load Waived -1.04 4.57 2.34 10.95 10.34 10.86
State Farm Equity & Bond A -1.04 4.57 2.34 10.95 10.34 10.86
Lord Abbett Multi-Asset Balanced Opp P -1.98 4.57 1.47 11.31 9.81 11.26
JHancock Balanced R1 -1.40 4.57 2.15 11.69 11.16 10.57
Hartford Checks and Balances A LW -1.27 4.57 2.25 12.87 12.02 11.54
Hartford Checks and Balances A -1.27 4.57 2.25 12.87 12.02 11.54
Columbia Flexible Capital Income C -1.66 4.56 1.35 9.35 11.80 ---
Nuveen Strategy Balanced Allc A LW -1.09 4.55 2.30 11.77 8.76 10.74
Nuveen Strategy Balanced Allc A -1.09 4.55 2.30 11.77 8.76 10.74
MassMutual Premier Balanced R5 -1.00 4.55 2.14 11.48 10.86 11.82
Hartford Checks and Balances R4 -1.27 4.55 2.24 12.74 11.97 11.49
Putnam Dynamic Asset Allocation Bal R5 -1.49 4.54 1.80 12.73 --- ---
Lord Abbett Multi-Asset Balanced Opp R3 -1.98 4.54 1.46 11.24 9.75 11.19
George Putnam Balanced M -1.36 4.54 1.84 9.75 10.78 11.05
FPA Crescent -0.47 4.54 2.64 12.17 11.86 12.47
Virtus Balanced C -1.10 4.53 2.11 12.55 8.76 10.08
Invesco Moderate Allocation A LW -1.31 4.53 1.85 10.09 8.29 10.54
Invesco Moderate Allocation A -1.31 4.53 1.85 10.09 8.29 10.54
Advance Capital I Balanced Retail -1.03 4.52 2.93 11.14 9.47 11.57
Vanguard STAR Inv -1.31 4.50 2.02 12.77 10.76 11.62
Hilton Yield Plus Institutional -2.02 4.50 2.33 --- --- ---
Frost Moderate Allocation Instl -1.18 4.50 2.06 11.36 8.26 9.81
Fidelity Advisor® Balanced Z -1.43 4.50 2.64 --- --- ---
Virtus Balanced B -1.10 4.49 2.10 12.55 8.77 10.08
Putnam Dynamic Asset Allocation Bal Y -1.49 4.47 1.82 12.71 11.08 13.05
Lord Abbett Multi-Asset Balanced Opp R2 -2.04 4.47 1.40 11.09 9.65 11.16
American Funds College 2024 529F1 -1.24 4.47 1.53 11.84 --- ---
Hennessy Equity and Income Investor -1.34 4.46 1.94 9.51 10.82 12.31
AllianceBern Balance Wealth Strat I -1.26 4.46 2.10 11.72 8.00 10.30
Vanguard Balanced Index I -1.25 4.45 2.05 11.25 11.26 12.24
Perkins Value Plus Income C -1.63 4.45 1.22 8.42 9.00 ---
MFS® Total Return R5 -0.99 4.45 1.77 11.03 --- ---
Hartford Balanced R3 -1.17 4.44 2.38 10.86 11.18 11.95
AllianceBern Balance Wealth Strat Adv -1.33 4.44 2.10 11.77 8.01 10.29
UBS US Allocation A Load Waived -1.63 4.43 2.17 12.72 11.49 12.95
UBS US Allocation A -1.63 4.43 2.17 12.72 11.49 12.95
Nuveen Strategy Growth Allocation I -1.35 4.43 2.57 13.34 10.00 11.91
Fidelity Advisor® Balanced I -1.47 4.42 2.60 13.29 11.39 12.56
Buffalo Flexible Income -0.87 4.42 1.41 9.27 11.39 13.04
Vanguard Balanced Index Signal -1.26 4.41 2.03 11.22 11.24 12.21
Vanguard Balanced Index Adm -1.28 4.41 2.01 11.20 11.23 12.20
MFS® Total Return I -0.99 4.41 1.75 10.94 11.13 11.16
Invesco Moderate Allocation R -1.39 4.41 1.79 9.74 8.00 10.27
MFS® Total Return R4 -0.99 4.40 1.75 10.93 11.14 11.17
MassMutual Premier Balanced Svc -1.04 4.39 2.07 11.33 10.65 11.64
George Putnam Balanced C -1.36 4.39 1.78 9.50 10.51 10.76
American Funds College 2024 529-A LW -1.25 4.39 1.54 11.65 --- ---
American Funds College 2024 529-A -1.25 4.39 1.54 11.65 --- ---
Vanguard LifeStrategy Moderate Gr Inv -1.12 4.38 1.96 11.12 9.07 10.79
Transamerica Multi-Mgd Balanced C -1.05 4.38 2.04 10.76 10.53 13.73
State Farm Equity & Bond R1 -1.05 4.38 2.32 10.62 9.99 10.50
Hartford Checks and Balances R3 -1.27 4.38 2.16 12.41 11.63 11.14
Sextant Core -1.74 4.37 1.39 10.15 6.62 8.29
Nuveen Strategy Growth Allocation A LW -1.28 4.37 2.58 13.12 9.73 11.65
Nuveen Strategy Growth Allocation A -1.28 4.37 2.58 13.12 9.73 11.65
Nuveen Strategy Balanced Allc R3 -1.19 4.37 2.17 11.50 8.36 10.45
MassMutual Premier Balanced Adm -1.00 4.37 2.06 11.15 10.52 11.46
Alger Balanced I-2 -0.85 4.37 2.33 11.21 7.40 9.29
Vanguard Balanced Index Inv -1.28 4.35 1.98 11.05 11.07 12.05
Putnam Dynamic Asset Allocation Bal A LW -1.49 4.35 1.76 12.45 10.83 12.77
Putnam Dynamic Asset Allocation Bal A -1.49 4.35 1.76 12.45 10.83 12.77
JHancock Balanced C -1.45 4.35 2.07 11.31 10.72 10.14
JHancock Balanced B -1.40 4.35 2.07 11.31 10.72 10.15
Federated MDT Balanced C -1.37 4.35 1.47 12.14 10.25 10.24
Calvert Balanced C -0.96 4.34 2.67 10.60 9.78 10.34
Hilton Yield Plus Investor -2.02 4.33 2.25 --- --- ---
State Farm Equity & Bond B Legacy -1.03 4.32 2.21 10.47 9.91 10.41
George Putnam Balanced B -1.36 4.32 1.77 9.44 10.48 10.75
Frost Moderate Allocation A Load Waived -1.26 4.32 2.00 11.03 7.98 9.51
Frost Moderate Allocation A -1.26 4.32 2.00 11.03 7.98 9.51
State Farm Equity & Bond B -1.04 4.31 2.28 10.43 9.65 10.19
AllianceBern Balance Wealth Strat A LW -1.34 4.31 2.04 11.46 7.71 9.96
AllianceBern Balance Wealth Strat A -1.34 4.31 2.04 11.46 7.71 9.96
Great-West SecureFoundation® Balanced G -0.54 4.30 2.50 11.18 9.68 ---
QS Legg Mason Dynamic Multi-Strategy A -1.56 4.27 2.11 11.66 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -1.56 4.27 2.11 11.66 --- ---
Columbia Balanced C -0.75 4.27 2.90 11.21 11.33 11.74
MFS® Total Return R3 -1.02 4.26 1.63 10.66 10.84 10.88
MFS® Total Return A Load Waived -1.02 4.26 1.63 10.67 10.85 10.84
MFS® Total Return A -1.02 4.26 1.63 10.67 10.85 10.84
Fidelity Advisor® Balanced A LW -1.45 4.26 2.53 12.98 11.11 12.27
Fidelity Advisor® Balanced A -1.45 4.26 2.53 12.98 11.11 12.27
Lord Abbett Multi-Asset Balanced Opp B -2.08 4.25 1.28 10.60 9.18 10.63
Columbia Balanced B -0.72 4.24 2.88 11.18 11.32 11.73
Transamerica Multi-Mgd Balanced B -1.04 4.23 2.01 10.48 10.22 13.45
T. Rowe Price Personal Strat Balanced -1.08 4.23 2.57 12.94 10.64 12.35
Delaware Foundation Moderate Allc I -1.16 4.23 2.29 11.11 8.33 10.49
MassMutual Premier Balanced A LW -1.02 4.22 1.94 10.84 10.24 11.21
MassMutual Premier Balanced A -1.02 4.22 1.94 10.84 10.24 11.21
Great-West SecureFoundation® Balanced G1 -0.53 4.22 2.52 11.06 9.59 ---
BMO Growth Balanced R-6 -1.38 4.22 1.89 11.00 9.34 11.45
American Funds College 2027 529-A LW -1.36 4.22 1.81 13.59 --- ---
American Funds College 2027 529-A -1.36 4.22 1.81 13.59 --- ---
American Funds College 2024 529-E -1.25 4.22 1.45 11.37 --- ---
Jamestown Balanced -0.53 4.21 3.31 12.77 11.53 11.12
Great-West SecureFoundation® Balanced L -0.51 4.21 2.50 10.98 9.45 ---
American Funds College 2027 529F1 -1.35 4.21 1.81 13.70 --- ---
Putnam Dynamic Asset Allocation Bal R -1.50 4.19 1.71 12.19 10.55 12.49
MFS® Total Return 529A Load Waived -1.02 4.19 1.62 10.59 10.80 10.78
MFS® Total Return 529A -1.02 4.19 1.62 10.59 10.80 10.78
Nuveen Strategy Growth Allocation R3 -1.37 4.18 2.45 12.72 9.43 11.35
Hartford Balanced C -1.18 4.17 2.29 10.40 10.63 11.39
AllianceBern Balance Wealth Strat K -1.34 4.17 1.97 11.33 7.64 9.91
Cavanal Hill Balanced I -1.20 4.15 1.63 9.57 9.30 11.08
WOA All Asset I Class I -2.25 4.14 -1.14 12.75 --- ---
Legg Mason Inv Counsel Social Aware I -1.33 4.14 2.23 11.82 10.13 10.96
Lord Abbett Multi-Asset Balanced Opp C -2.16 4.13 1.21 10.60 9.20 10.62
Hartford Checks and Balances C -1.36 4.12 2.07 12.00 11.20 10.69
Cavanal Hill Balanced A Load Waived -1.21 4.11 1.65 9.42 9.02 ---
Cavanal Hill Balanced A -1.21 4.11 1.65 9.42 9.02 ---
MFS® Total Return R2 -1.04 4.10 1.62 10.36 10.56 10.61
Fidelity Advisor® Balanced T -1.50 4.10 2.50 12.72 10.87 12.02
Calvert Balanced B -0.98 4.10 2.54 10.20 9.48 10.10
Invesco Moderate Allocation C -1.40 4.09 1.67 9.24 7.47 9.72
Invesco Moderate Allocation B -1.40 4.09 1.67 9.23 7.47 9.74
Hartford Checks and Balances B -1.36 4.08 2.05 11.94 11.12 10.64
HSBC World Selection Balanced Strat A LW -1.47 4.07 1.88 11.58 8.13 11.11
HSBC World Selection Balanced Strat A -1.47 4.07 1.88 11.58 8.13 11.11
JPMorgan Diversified Instl -1.28 4.05 2.35 12.15 10.76 12.32
Hartford Balanced B -1.24 4.05 2.23 10.17 10.46 11.25
Putnam Dynamic Asset Allocation Bal M -1.56 4.04 1.57 11.85 10.26 12.21
Nuveen Strategy Balanced Allc C -1.19 4.04 2.05 10.99 7.84 9.89
Delaware Foundation Moderate Allc B -1.16 4.03 2.23 10.81 7.63 9.63
Delaware Foundation Moderate Allc A LW -1.16 4.03 2.23 10.83 8.07 10.24
Delaware Foundation Moderate Allc A -1.16 4.03 2.23 10.83 8.07 10.24
Cavanal Hill Balanced Inv -1.20 4.03 1.65 9.32 9.05 10.82
AllianceBern Balance Wealth Strat R -1.34 4.03 1.98 10.98 7.30 9.58
WesMark Balanced -1.60 4.02 1.51 9.85 9.39 10.24
Touchstone Balanced Allocation Instl -1.09 4.02 1.76 9.94 8.37 9.95
T. Rowe Price Balanced -1.20 4.02 2.25 12.99 10.94 12.11
SEI Aggressive Strategy A (SAAT) -1.70 4.02 2.48 12.41 10.46 12.52
Janus Balanced N -0.99 4.01 2.10 12.47 --- ---
Touchstone Balanced Allocation Y -1.08 4.00 1.75 9.98 8.37 9.95
American Funds College 2027 529-E -1.44 3.98 1.65 13.18 --- ---
UBS US Allocation C -1.69 3.96 1.99 11.89 10.65 12.09
Pax World Balanced Instl -1.06 3.95 2.42 11.36 8.67 9.98
Legg Mason Inv Counsel Social Aware A LW -1.43 3.94 2.07 11.47 9.78 10.65
Legg Mason Inv Counsel Social Aware A -1.43 3.94 2.07 11.47 9.78 10.65
Voya Strategic Allocation Moderate I -1.54 3.93 1.91 11.25 9.61 11.25
JPMorgan Diversified Sel -1.33 3.93 2.29 11.89 10.51 12.06
JHancock Lifestyle II Balanced 1 -1.52 3.93 1.48 --- --- ---
Janus Balanced I -0.99 3.92 2.08 12.36 10.95 10.97
Voya Retirement Moderate Growth I -1.41 3.91 1.87 10.92 9.43 10.73
SEI Aggressive Strategy I (SAAT) -1.73 3.91 2.39 12.06 10.21 12.24
JHancock Lifestyle II Balanced R6 -1.52 3.91 1.47 --- --- ---
Janus Aspen Balanced Instl -0.98 3.91 2.06 12.37 11.20 11.31
Delaware Foundation Moderate Allc R -1.16 3.91 2.17 10.56 7.80 9.94
Nuveen Strategy Growth Allocation C -1.39 3.90 2.40 12.24 8.90 10.83
Janus Balanced D -0.99 3.90 2.04 12.26 10.89 10.88
Touchstone Balanced Allocation A LW -1.09 3.88 1.69 9.72 8.11 9.69
Touchstone Balanced Allocation A -1.09 3.88 1.69 9.72 8.11 9.69
American Funds College 2024 529-C -1.26 3.88 1.29 10.75 --- ---
American Funds College 2024 529-B -1.26 3.87 1.29 10.76 --- ---
Janus Balanced T -0.99 3.86 2.05 12.18 10.78 10.78
Fidelity Asset Manager® 60% -1.70 3.86 1.67 11.45 9.04 11.15
Putnam Dynamic Asset Allocation Bal C -1.59 3.85 1.54 11.53 9.97 11.93
Voya Solution Balanced I -1.53 3.84 1.93 10.84 9.04 11.01
JHancock Lifestyle Balanced R6 -1.25 3.84 2.09 11.34 --- ---
JHancock Lifestyle Balanced 5 -1.25 3.84 2.09 11.37 9.26 11.45
Putnam Dynamic Asset Allocation Bal B -1.63 3.83 1.50 11.50 9.98 11.94
Pax World Balanced Individual Inv -1.11 3.83 2.33 11.07 8.40 9.71
American Century One Choice® Mod Inv -1.51 3.83 1.94 10.51 9.65 11.22
JHancock Lifestyle Balanced 1 -1.25 3.82 2.08 11.32 9.18 11.40
American Century Strat Allc: Mod R6 -1.59 3.82 1.94 10.46 --- ---
AllianceBern Balance Wealth Strat B -1.42 3.82 1.84 10.63 6.93 9.19
MFS® Total Return R1 -1.09 3.81 1.44 9.79 10.01 10.06
JPMorgan Investor Growth & Income Sel -1.12 3.81 2.40 12.01 10.72 11.86
Fidelity Advisor® Balanced C -1.53 3.81 2.32 12.14 10.26 11.42
AllianceBern Balance Wealth Strat C -1.42 3.81 1.83 10.63 6.94 9.18
MFS® Total Return B -1.08 3.80 1.49 9.82 10.02 10.05
Janus Balanced A Load Waived -0.99 3.80 2.02 12.03 10.64 10.67
Janus Balanced A -0.99 3.80 2.02 12.03 10.64 10.67
Fidelity Asset Manager® 70% -1.93 3.80 1.87 12.67 9.94 12.19
MFS® Total Return C -1.08 3.79 1.48 9.85 10.03 10.06
Mairs & Power Balanced Inv -2.01 3.79 0.93 9.97 13.15 13.67
Dunham Appreciation & Income N -2.20 3.79 2.59 12.01 7.89 11.01
JHancock Lifestyle Balanced R5 -1.25 3.77 2.05 11.28 9.12 11.33
Timothy Plan Growth & Income I -1.34 3.76 1.28 --- --- ---
Timothy Plan Growth & Income A LW -1.43 3.76 1.19 --- --- ---
Timothy Plan Growth & Income A -1.43 3.76 1.19 --- --- ---
MFS® Total Return 529C -1.08 3.76 1.47 9.80 9.96 9.98
JPMorgan Diversified A Load Waived -1.34 3.76 2.23 11.60 10.22 11.78
JPMorgan Diversified A -1.34 3.76 2.23 11.60 10.22 11.78
Fidelity Advisor Asset Manager® 60% I -1.78 3.76 1.67 11.34 8.93 11.09
American Century Strat Allc: Mod Instl -1.59 3.76 1.90 10.15 9.46 11.02
Voya Balanced I -1.58 3.75 1.86 11.13 9.36 11.31
QS Legg Mason Lifestyle Allocation 70% I -1.72 3.75 1.90 12.40 11.45 12.87
Osterweis Strategic Investment -2.64 3.75 1.71 12.18 13.27 ---
New Century Balanced -1.78 3.75 2.03 10.78 8.78 10.12
JPMorgan Investor Balanced Select -0.85 3.75 2.03 10.08 8.74 9.85
Fidelity Advisor® Balanced B -1.56 3.75 2.32 12.05 10.19 11.35
Fidelity Advisor Asset Manager® 70% I -1.98 3.75 1.82 12.56 9.88 12.13
Voya Strategic Allocation Moderate S -1.55 3.73 1.78 10.89 9.33 10.97
Voya Retirement Moderate Growth A -1.34 3.73 1.86 10.52 9.02 10.31
Russell LifePoints Balanced Strategy R1 -1.54 3.73 1.59 10.00 7.26 10.18
Oppenheimer Moderate Inv Y -1.18 3.71 2.35 11.20 8.51 10.63
MFS® Total Return 529B -1.09 3.71 1.42 9.77 9.96 9.98
Janus Balanced S -1.03 3.71 1.96 11.89 10.50 10.51
Pioneer Ibbotson Moderate Allocation Y -1.45 3.70 1.98 10.68 8.27 10.36
Fidelity Asset Manager® 50% -1.48 3.70 1.56 10.18 8.12 10.32
Victory Balanced I -0.58 3.68 2.74 10.49 11.26 11.06
Principal SAM Balanced Inst -1.61 3.68 1.94 11.09 10.18 11.74
JHancock Lifestyle Balanced R4 -1.31 3.68 2.01 11.08 8.89 11.05
Russell LifePoints Balanced Strategy S -1.57 3.66 1.56 9.89 7.09 10.06
Pax World Balanced R -1.11 3.66 2.29 10.78 8.12 9.43
Voya Balanced S -1.59 3.65 1.83 10.91 9.11 11.06
JPMorgan Investor Growth & Income A LW -1.17 3.64 2.30 11.72 10.46 11.59
JPMorgan Investor Growth & Income A -1.17 3.64 2.30 11.72 10.46 11.59
American Funds College 2027 529-C -1.37 3.64 1.58 12.63 --- ---
American Funds College 2027 529-B -1.45 3.64 1.58 12.59 --- ---
Voya Solution Balanced S -1.55 3.63 1.88 10.63 8.79 10.76
Fidelity Advisor Asset Manager® 50% I -1.54 3.63 1.50 10.09 8.06 10.28
Principal SAM Balanced R5 -1.61 3.62 1.94 10.83 9.90 11.49
JHancock Lifestyle Balanced A LW -1.31 3.62 1.98 10.92 8.72 10.92
JHancock Lifestyle Balanced A -1.31 3.62 1.98 10.92 8.72 10.92
AllianzGI Income & Growth Institutional -1.62 3.62 1.63 11.49 9.87 12.93
HSBC World Selection Balanced Strat C -1.54 3.61 1.66 10.72 7.31 10.28
HSBC World Selection Balanced Strat B -1.54 3.61 1.66 10.73 7.31 10.26
Fidelity Advisor Asset Manager® 70% A LW -1.98 3.61 1.77 12.34 9.58 11.84
Fidelity Advisor Asset Manager® 70% A -1.98 3.61 1.77 12.34 9.58 11.84
Dunham Appreciation & Income A LW -2.20 3.60 2.40 11.63 7.61 10.71
Dunham Appreciation & Income A -2.20 3.60 2.40 11.63 7.61 10.71
QS Legg Mason Lifestyle Allocation A LW -1.77 3.59 1.76 12.11 11.23 12.60
QS Legg Mason Lifestyle Allocation 70% A -1.77 3.59 1.76 12.11 11.23 12.60
Fidelity Advisor Asset Manager® 60% A LW -1.79 3.59 1.59 11.05 8.69 10.84
Fidelity Advisor Asset Manager® 60% A -1.79 3.59 1.59 11.05 8.69 10.84
American Funds Balanced Port F2 -1.36 3.59 1.37 11.57 --- ---
Pioneer Ibbotson Moderate Allocation A -1.47 3.58 1.92 10.48 8.00 10.00
Pioneer Ibbotson Moderate Allocatio A LW -1.47 3.58 1.92 10.48 8.00 10.00
ESG Managers® Balanced Port Inst -1.68 3.58 1.82 10.59 9.18 ---
JPMorgan Investor Balanced A LW -0.92 3.57 1.97 9.76 8.47 9.59
JPMorgan Investor Balanced A -0.92 3.57 1.97 9.76 8.47 9.59
Voya Solution Balanced S2 -1.56 3.56 1.80 10.48 8.61 ---
SEI Aggressive Strategy D (SAAT) -1.76 3.56 2.27 11.52 9.60 ---
JHancock Lifestyle Balanced R2 -1.31 3.56 1.95 10.76 --- ---
Delaware Foundation Moderate Allc C -1.31 3.56 1.97 9.93 7.24 9.38
American Funds Balanced Port R6 -1.36 3.56 1.39 11.66 --- ---
Thrivent Moderate Allocation I -1.50 3.55 1.47 10.24 8.73 10.91
AllianzGI Income & Growth P -1.63 3.55 1.56 11.34 9.76 12.82
Russell LifePoints Balanced Strategy R2 -1.61 3.54 1.46 9.77 6.98 9.91
Oppenheimer Moderate Inv A Load Waived -1.19 3.54 2.27 10.93 8.27 10.33
Oppenheimer Moderate Inv A -1.19 3.54 2.27 10.93 8.27 10.33
New Covenant Balanced Growth -0.82 3.54 2.62 11.00 9.08 10.24
Janus Balanced R -1.06 3.54 1.91 11.60 10.22 10.22
Compass EMP Multi-Asset Growth A LW -2.07 3.54 1.66 13.73 4.23 7.06
Compass EMP Multi-Asset Growth A -2.07 3.54 1.66 13.73 4.23 7.06
Principal SAM Balanced A Load Waived -1.65 3.53 1.83 10.72 9.80 11.37
Principal SAM Balanced A -1.65 3.53 1.83 10.72 9.80 11.37
American Funds Balanced Port R5 -1.43 3.53 1.37 11.61 --- ---
Principal SAM Balanced J -1.63 3.52 1.83 10.79 9.83 11.33
Legg Mason Inv Counsel Social Aware C -1.46 3.52 1.89 10.70 9.05 9.96
American Century Strat Allc: Mod Inv -1.59 3.52 1.85 10.08 9.24 10.80
Fidelity Advisor Asset Manager® 50% A LW -1.56 3.50 1.43 9.82 7.79 9.99
Fidelity Advisor Asset Manager® 50% A -1.56 3.50 1.43 9.82 7.79 9.99
Voya Solution Balanced A -1.57 3.49 1.81 10.33 8.49 10.33
Russell LifePoints Balanced Strategy A -1.56 3.49 1.51 9.59 6.84 9.77
Russell LifePoints Balanced Strateg A LW -1.56 3.49 1.51 9.59 6.84 9.77
Principal SAM Balanced R4 -1.61 3.49 1.85 10.71 9.75 11.35
Victory Balanced A Load Waived -0.60 3.48 2.68 10.19 10.94 10.61
Victory Balanced A -0.60 3.48 2.68 10.19 10.94 10.61
VALIC Company I Asset Allocation -1.78 3.48 2.18 11.31 10.06 11.76
American Funds Balanced Port 529F1 -1.43 3.48 1.36 11.40 --- ---
American Funds American Balanced R6 -1.50 3.48 1.34 11.96 12.91 13.55
Russell LifePoints Balanced Strategy E -1.56 3.47 1.50 9.63 6.85 9.76
Fidelity Advisor Asset Manager® 70% T -2.03 3.46 1.68 12.01 9.31 11.54
American Funds American Balanced R5 -1.50 3.45 1.33 11.90 12.85 13.48
Sentinel Balanced I -0.84 3.44 2.11 10.24 10.99 12.00
American Funds Balanced Port A LW -1.44 3.44 1.25 11.32 --- ---
American Funds Balanced Port A -1.44 3.44 1.25 11.32 --- ---
JPMorgan Diversified C -1.40 3.42 2.07 10.96 9.66 11.20
Fidelity Advisor Asset Manager® 60% T -1.80 3.42 1.59 10.75 8.39 10.54
Touchstone Balanced Allocation C -1.16 3.41 1.50 8.92 7.30 8.88
JPMorgan Diversified B -1.39 3.41 2.09 11.05 9.67 11.21
JHancock Lifestyle Balanced R3 -1.31 3.41 1.91 10.56 8.46 10.65
Compass EMP Multi-Asset Growth T -2.02 3.41 1.59 13.44 3.98 ---
American Funds Balanced Port R4 -1.44 3.41 1.24 11.28 --- ---
American Century Strat Allc: Mod A LW -1.59 3.41 1.79 9.83 8.99 10.55
American Century Strat Allc: Mod A -1.59 3.41 1.79 9.83 8.99 10.55
AllianzGI Income & Growth A Load Waived -1.65 3.41 1.50 11.15 9.50 12.53
AllianzGI Income & Growth A -1.65 3.41 1.50 11.15 9.50 12.53
Russell LifePoints Balanced Strategy R3 -1.59 3.40 1.39 9.44 6.74 9.63
Outfitter -1.62 3.40 0.83 7.65 --- ---
American Funds Balanced Port F1 -1.44 3.40 1.23 11.23 --- ---
American Funds Balanced Port 529-A LW -1.44 3.40 1.31 11.22 --- ---
American Funds Balanced Port 529-A -1.44 3.40 1.31 11.22 --- ---
Thrivent Moderate Allocation A LW -1.50 3.39 1.39 9.92 8.35 10.54
Thrivent Moderate Allocation A -1.50 3.39 1.39 9.92 8.35 10.54
Nationwide HighMark Balanced Instl -1.27 3.39 1.89 --- --- ---
ESG Managers® Balanced Port A LW -1.68 3.39 1.71 10.24 8.88 ---
ESG Managers® Balanced Port A -1.68 3.39 1.71 10.24 8.88 ---
Victory Balanced R -0.62 3.38 2.67 9.88 10.65 10.24
American Funds American Balanced F2 -1.54 3.38 1.32 11.85 12.78 13.43
PNC Balanced Allocation I -1.43 3.37 1.50 10.34 9.55 10.48
Oppenheimer Moderate Inv R -1.29 3.37 2.19 10.60 7.99 10.03
Nationwide HighMark Balanced InSvc -1.33 3.37 1.83 8.59 9.23 10.59
JHancock Lifestyle Balanced R1 -1.38 3.36 1.88 10.37 8.33 10.50
American Funds American Balanced 529F -1.54 3.36 1.26 11.74 12.68 13.34
American Century Strat Allc: Mod R -1.60 3.35 1.73 9.48 8.67 10.24
Principal SAM Balanced R3 -1.67 3.34 1.81 10.45 9.54 11.14
BNY Mellon Asset Allocation M -1.36 3.34 2.08 11.11 7.44 9.50
Sit Balanced -0.79 3.33 2.58 11.23 9.89 10.73
JPMorgan Investor Growth & Income C -1.14 3.33 2.22 11.16 9.87 10.99
Janus Balanced C -1.09 3.33 1.81 11.18 9.80 9.85
VALIC Company II Moderate Gr Lifestyle -1.68 3.32 1.99 11.24 9.93 12.19
Prudential Moderate Allocation Z -1.68 3.32 1.74 10.06 8.50 10.68
Northern Global Tactical Asset Allc -1.58 3.31 1.62 10.25 8.15 9.67
Fidelity Advisor Asset Manager® 50% T -1.57 3.31 1.42 9.54 7.54 9.72
AllianzGI Income & Growth D -1.72 3.31 1.49 11.10 9.48 12.52
PNC Balanced Allocation A Load Waived -1.41 3.30 1.52 10.17 9.29 10.22
PNC Balanced Allocation A -1.41 3.30 1.52 10.17 9.29 10.22
MassMutual RetireSMART Moderate R5 -1.53 3.30 1.48 9.77 8.51 ---
Timothy Plan Growth & Income C -1.44 3.29 1.01 --- --- ---
JPMorgan Investor Growth & Income B -1.23 3.29 2.22 11.07 9.87 10.98
RidgeWorth Moderate Allocation Strat A -1.56 3.28 1.80 10.58 8.16 9.29
RidgeWorth Moderate Allocation Stra A LW -1.56 3.28 1.80 10.58 8.16 9.29
JPMorgan Investor Balanced C -0.93 3.28 1.79 9.19 7.90 9.01
American Funds Balanced Port 529-E -1.44 3.28 1.25 10.92 --- ---
American Funds American Balanced A LW -1.54 3.28 1.27 11.62 12.54 13.19
American Funds American Balanced A -1.54 3.28 1.27 11.62 12.54 13.19
RidgeWorth Moderate Allocation Strat I -1.65 3.27 1.70 10.67 8.34 9.52
JPMorgan Investor Balanced B -0.92 3.27 1.82 9.21 7.92 9.02
Thrivent Balanced Income Plus I -1.64 3.26 1.34 9.92 10.34 12.69
Principal SAM Balanced R2 -1.68 3.26 1.76 10.26 9.34 10.93
American Funds American Balanced R4 -1.54 3.26 1.26 11.55 12.52 13.15
BNY Mellon Asset Allocation Inv -1.37 3.25 2.09 10.94 7.18 9.23
Sentinel Balanced A Load Waived -0.83 3.24 2.04 9.92 10.83 11.87
Sentinel Balanced A -0.83 3.24 2.04 9.92 10.83 11.87
QS Legg Mason Lifestyle Allocation 70% C -1.75 3.24 1.67 11.39 10.51 11.99
MFS® Moderate Allocation I -1.45 3.23 1.40 9.80 8.91 11.49
Hartford Moderate Allocation I -1.48 3.23 1.58 9.31 6.81 9.48
Elfun Diversified -0.92 3.23 2.20 10.48 8.76 9.66
Hartford Moderate Allocation R5 -1.48 3.22 1.57 9.22 6.76 9.46
American Funds American Balanced F1 -1.54 3.22 1.21 11.53 12.50 13.16
MFS® Moderate Allocation R4 -1.47 3.21 1.42 9.79 8.90 11.46
Madison Diversified Income A LW -1.29 3.21 0.96 7.93 9.62 10.50
Madison Diversified Income A -1.29 3.21 0.96 7.93 9.62 10.50
Legg Mason Inv Counsel Social Aware B -1.49 3.21 1.82 10.20 8.57 9.65
AllianzGI Income & Growth R -1.64 3.21 1.49 10.87 9.24 ---
MassMutual RetireSMART Moderate Svc -1.62 3.20 1.39 9.65 8.49 ---
MassMutual RetireSMART Moderate Admin -1.53 3.20 1.39 9.66 8.40 ---
American Funds American Balanced 529A LW -1.54 3.20 1.21 11.49 12.44 13.08
American Funds American Balanced 529A -1.54 3.20 1.21 11.49 12.44 13.08
Columbia Capital Allocation Moderate Y -1.18 3.19 1.84 9.53 --- ---
American Funds Balanced Port R3 -1.44 3.19 1.17 10.83 --- ---
Nationwide HighMark Balanced A LW -1.34 3.18 1.77 8.34 8.96 10.31
Nationwide HighMark Balanced A -1.34 3.18 1.77 8.34 8.96 10.31
JHancock Lifestyle Balanced C -1.37 3.18 1.79 10.12 7.96 10.15
Fidelity Advisor Asset Manager® 70% C -2.04 3.18 1.59 11.49 8.77 11.01
Centre Multi-Asset Rl Ret Instl -1.28 3.18 1.41 7.37 --- ---
Principal SAM Balanced R1 -1.67 3.17 1.73 10.16 9.21 10.79
Madison Moderate Allocation A LW -1.31 3.17 1.52 10.12 8.68 9.61
Madison Moderate Allocation A -1.31 3.17 1.52 10.12 8.68 9.61
JHancock Lifestyle Balanced B -1.37 3.17 1.78 10.11 7.92 10.10
Columbia Capital Allocation Moderate R5 -1.18 3.17 1.83 9.49 --- ---
Ascendant Balanced I -2.00 3.16 0.48 9.85 --- ---
Pioneer Ibbotson Moderate Allocation C -1.50 3.14 1.72 9.70 7.21 9.21
Fidelity Advisor® Global Strategies I -1.39 3.14 1.24 8.54 5.11 8.74
Dunham Appreciation & Income C -2.33 3.14 2.24 10.84 6.82 9.88
GE Instl Strategic Investment Inv -1.03 3.13 2.12 10.35 8.76 9.61
First Investors Total Return Instl -1.16 3.13 1.88 10.48 --- ---
Columbia Capital Allocation Moderate Z -1.17 3.13 1.76 9.40 8.41 ---
Wells Fargo Advantage Growth Balanced Ad -1.65 3.12 2.07 11.63 11.54 13.03
Prudential Moderate Allocation A LW -1.74 3.12 1.67 9.74 8.22 10.41
Prudential Moderate Allocation A -1.74 3.12 1.67 9.74 8.22 10.41
Nationwide Inv Dest Mod I -1.75 3.12 1.09 9.34 8.95 10.06
Compass EMP Multi-Asset Growth C -2.14 3.12 1.45 12.81 3.43 6.26
American Century Strat Allc: Mod C -1.59 3.12 1.65 8.92 8.16 9.70
Voya Capital Allocation I -1.79 3.11 1.48 10.42 8.11 10.30
Oppenheimer Moderate Inv B -1.30 3.10 2.11 10.15 7.42 9.40
Columbia Capital Allocation Moderate R4 -1.18 3.10 1.79 9.34 --- ---
Great-West SecureFoundation® Bal ETF A -1.71 3.09 1.44 9.61 --- ---
Great-West SecureFoundation® Bal ET A LW -1.71 3.09 1.44 9.61 --- ---
Fidelity Advisor Asset Manager® 70% B -2.07 3.09 1.52 11.32 8.68 10.92
Fidelity Advisor Asset Manager® 60% C -1.90 3.09 1.34 10.17 7.83 9.97
Centre Multi-Asset Reall Ret Inv -1.28 3.09 1.32 7.06 --- ---
American Funds American Balanced R3 -1.54 3.08 1.19 11.25 12.18 12.82
Principal SAM Balanced C -1.67 3.07 1.67 9.92 8.99 10.55
Hartford Moderate Allocation R4 -1.48 3.07 1.50 8.92 6.47 9.14
American Funds American Balanced 529E -1.54 3.07 1.19 11.27 12.17 12.79
First Investors Total Return Adv -1.16 3.06 1.92 10.26 --- ---
Dreyfus Moderate Allocation -1.44 3.06 1.72 9.86 7.74 ---
Russell LifePoints Balanced Strategy C -1.62 3.05 1.25 8.80 6.02 8.95
MFS® Moderate Allocation R3 -1.48 3.05 1.30 9.52 8.62 11.19
Fidelity Advisor Asset Manager® 60% B -1.88 3.05 1.32 10.09 7.83 9.97
Eudora -1.23 3.05 1.35 2.88 --- ---
Columbia Capital Allocation Moderate K -1.17 3.05 1.72 9.24 8.22 10.44
Victory Balanced C -0.73 3.04 2.45 9.32 10.15 9.78
MFS® Moderate Allocation A Load Waived -1.53 3.03 1.30 9.53 8.63 11.19
MFS® Moderate Allocation A -1.53 3.03 1.30 9.53 8.63 11.19
Fidelity® Global Strategies -1.49 3.03 1.13 8.44 5.07 8.75
TIAA-CREF Managed Allc Inst -1.52 3.02 1.62 10.94 9.97 11.50
Oppenheimer Moderate Inv C -1.31 3.02 2.03 9.99 7.43 9.47
MFS® Moderate Allocation 529A LW -1.53 3.02 1.29 9.45 8.57 11.11
MFS® Moderate Allocation 529A -1.53 3.02 1.29 9.45 8.57 11.11
Fidelity Advisor Asset Manager® 50% C -1.59 3.02 1.25 9.01 6.99 9.16
Voya Capital Allocation W -1.88 3.01 1.39 10.40 --- ---
QS Legg Mason Lifestyle Allocation 70% B -1.80 3.01 1.51 11.08 10.22 11.68
Principal SAM Balanced B -1.71 3.01 1.64 9.83 8.87 10.46
Pioneer Ibbotson Moderate Allocation B -1.52 3.01 1.65 9.51 7.10 9.09
Fidelity Advisor Asset Manager® 50% B -1.59 3.01 1.24 9.01 6.98 9.15
American Funds Balanced Port C -1.44 3.01 1.15 10.48 --- ---
MassMutual RetireSMART Moderate A LW -1.61 3.00 1.29 9.33 8.11 ---
MassMutual RetireSMART Moderate A -1.61 3.00 1.29 9.33 8.11 ---
Hartford Moderate Allocation A LW -1.48 3.00 1.43 8.96 6.48 9.14
Hartford Moderate Allocation A -1.48 3.00 1.43 8.96 6.48 9.14
Calamos Growth & Income I -2.21 3.00 2.49 11.60 7.69 10.67
Vantagepoint Model Port Tradtnl Gr TM -1.63 2.99 1.84 10.52 --- ---
Prudential Moderate Allocation R -1.75 2.99 1.61 9.42 7.93 10.11
Columbia Capital Allocation Moderate A -1.17 2.99 1.70 9.12 8.12 10.33
Columbia Capital Allocation Moderat A LW -1.17 2.99 1.70 9.12 8.12 10.33
Wells Fargo Advantage Growth Balanced A -1.66 2.98 2.01 11.35 11.27 12.75
Wells Fargo Advantage Growth Balanc A LW -1.66 2.98 2.01 11.35 11.27 12.75
American Century Strat Allc: Mod B -1.73 2.98 1.51 8.94 8.13 9.68
Thrivent Balanced Income Plus A LW -1.63 2.97 1.17 9.47 9.85 12.15
Thrivent Balanced Income Plus A -1.63 2.97 1.17 9.47 9.85 12.15
Voya Capital Allocation A Load Waived -1.82 2.96 1.41 10.26 7.82 9.99
Voya Capital Allocation A -1.82 2.96 1.41 10.26 7.82 9.99
Ascendant Balanced A Load Waived -2.08 2.96 0.41 9.64 --- ---
Ascendant Balanced A -2.08 2.96 0.41 9.64 --- ---
American Funds Balanced Port R2 -1.44 2.96 1.12 10.40 --- ---
Schwab Balanced -1.51 2.95 2.18 10.49 9.95 10.97
Praxis Genesis Balanced A Load Waived -1.42 2.95 1.65 9.77 8.12 ---
Praxis Genesis Balanced A -1.42 2.95 1.65 9.77 8.12 ---
American Funds Balanced Port B -1.51 2.95 1.13 10.45 --- ---
RidgeWorth Moderate Allocation Strat C -1.67 2.94 1.63 9.91 7.47 8.58
Nationwide Inv Dest Mod A Load Waived -1.74 2.93 0.98 8.97 8.62 9.75
Nationwide Inv Dest Mod A -1.74 2.93 0.98 8.97 8.62 9.75
MainStay Moderate Allocation I -1.26 2.93 1.81 10.92 10.83 11.52
GE Instl Strategic Investment Svc -1.03 2.92 2.06 9.99 8.47 9.22
TETON Westwood Balanced I -1.62 2.91 0.98 8.08 9.58 9.90
Nationwide Inv Dest Mod Svc -1.75 2.91 1.08 8.91 8.54 9.64
Fidelity Advisor® Global Strategies A LW -1.43 2.91 1.11 8.29 4.81 8.47
Fidelity Advisor® Global Strategies A -1.43 2.91 1.11 8.29 4.81 8.47
ESG Managers® Balanced Port C -1.78 2.91 1.58 9.44 8.09 ---
American Funds Balanced Port R1 -1.51 2.91 1.08 10.39 --- ---
AllianzGI Income & Growth C -1.73 2.91 1.32 10.26 8.66 11.68
TIAA-CREF Managed Allc R -1.52 2.90 1.56 10.68 9.70 11.21
MFS® Moderate Allocation R2 -1.56 2.90 1.25 9.23 8.36 10.92
First Investors Total Return A LW -1.21 2.90 1.82 10.10 11.39 12.09
First Investors Total Return A -1.21 2.90 1.82 10.10 11.39 12.09
TIAA-CREF Managed Allc Retail -1.52 2.89 1.64 10.73 9.70 11.25
PNC Balanced Allocation C -1.51 2.89 1.30 9.34 8.49 9.38
Dreyfus Growth Allocation -1.73 2.89 1.85 11.29 9.18 ---
BlackRock Growth Prepared Instl -1.39 2.89 2.42 13.56 11.42 12.92
Voya Capital Allocation O -1.83 2.88 1.42 10.22 7.80 9.98
PL Port Optimization Moderate Adv -1.17 2.88 2.07 8.55 --- ---
Hartford Moderate Allocation R3 -1.49 2.88 1.38 8.62 6.14 8.79
American Funds Balanced Port 529-C -1.52 2.88 1.05 10.27 --- ---
TIAA-CREF Lifestyle Moderate Premier -1.53 2.87 1.65 10.86 --- ---
American Funds Balanced Port 529-B -1.51 2.87 1.08 10.29 --- ---
TIAA-CREF Lifestyle Moderate Instl -1.60 2.86 1.61 11.03 --- ---
Nationwide HighMark Balanced C -1.35 2.86 1.64 7.69 8.33 9.67
Calamos Growth & Income A Load Waived -2.24 2.85 2.42 11.31 7.42 10.40
Calamos Growth & Income A -2.24 2.85 2.42 11.31 7.42 10.40
Vantagepoint Model Port Tradtnl Gr Inv M -1.63 2.84 1.80 10.28 9.04 10.28
Nationwide Inv Dest Mod R -1.78 2.84 1.04 8.70 8.25 9.37
American Funds American Balanced B -1.58 2.84 1.07 10.81 11.70 12.34
GuidePath Tact Constnd Asst Allc Instl -1.77 2.83 2.02 10.61 --- ---
RiverFront Moderate Growth & Income I -1.63 2.81 0.97 9.49 7.59 ---
American Funds American Balanced R1 -1.58 2.81 1.04 10.73 11.68 12.30
American Funds American Balanced C -1.62 2.81 1.03 10.71 11.65 12.28
PL Port Optimization Moderate A LW -1.17 2.80 2.07 8.34 7.97 10.16
PL Port Optimization Moderate A -1.17 2.80 2.07 8.34 7.97 10.16
Columbia Capital Allocation Mod Agrsv Y -1.39 2.80 2.09 10.73 --- ---
MainStay Moderate Allocation A LW -1.27 2.79 1.75 10.65 10.57 11.22
MainStay Moderate Allocation A -1.27 2.79 1.75 10.65 10.57 11.22
Columbia Capital Allocation Moderate R -1.17 2.79 1.64 8.78 7.85 ---
TETON Westwood Balanced AAA -1.61 2.78 1.00 7.89 9.33 9.63
Sentinel Balanced C -0.88 2.78 1.89 9.10 9.94 10.98
American Funds American Balanced R2 -1.62 2.78 1.04 10.77 11.69 12.32
American Funds American Balanced 529B -1.58 2.77 1.04 10.65 11.56 12.21
Dreyfus Balanced Opportunity J -1.35 2.76 1.62 10.32 10.87 11.73
Dreyfus Balanced Opportunity I -1.35 2.76 1.62 10.30 10.90 11.84
Madison Diversified Income C -1.34 2.75 0.76 7.09 --- ---
TIAA-CREF Lifestyle Moderate Retirement -1.60 2.74 1.55 10.70 --- ---
Madison Moderate Allocation C -1.31 2.74 1.35 9.23 7.89 8.79
Madison Moderate Allocation B -1.40 2.74 1.35 9.24 7.87 8.78
TIAA-CREF Lifestyle Moderate Retail -1.53 2.73 1.55 10.75 --- ---
Dreyfus Balanced Opportunity Z -1.36 2.73 1.63 10.21 10.69 11.59
American Funds American Balanced 529C -1.62 2.73 1.02 10.65 11.57 12.21
Prudential Moderate Allocation C -1.76 2.72 1.55 8.97 7.45 9.58
MainStay Moderate Allocation Inv -1.27 2.72 1.75 10.47 10.39 11.05
Fidelity Advisor® Global Strategies T -1.52 2.72 1.13 8.05 4.57 8.20
Columbia Capital Allocation Mod Agrsv R5 -1.52 2.72 2.04 10.66 --- ---
Ascendant Balanced C -2.11 2.72 0.28 8.71 --- ---
Transamerica Instl Asst Allc Itm/Lg Hrzn -1.95 2.71 1.89 10.65 9.63 11.77
Franklin Moderate Allocation Advisor -1.55 2.71 1.43 10.16 7.33 9.39
Highland Total Return Y -1.04 2.69 1.93 9.54 7.64 8.90
Columbia Capital Allocation Mod Agrsv Z -1.45 2.69 2.03 10.51 9.07 11.63
RiverFront Moderate Growth & Income A LW -1.63 2.68 0.93 9.21 7.33 ---
RiverFront Moderate Growth & Income A -1.63 2.68 0.93 9.21 7.33 ---
Madison Diversified Income B -1.42 2.67 0.75 7.00 8.79 9.67
Columbia Capital Allocation Mod Agrsv R4 -1.44 2.67 2.01 10.54 --- ---
Calamos Growth & Income R -2.28 2.67 2.34 11.03 7.14 10.12
MFS® Moderate Allocation C -1.55 2.66 1.13 8.69 7.82 10.35
Prudential Moderate Allocation B -1.76 2.65 1.48 8.97 7.42 9.58
ICON Risk-Managed Balanced S -1.91 2.64 0.31 5.26 7.44 7.95
MFS® Moderate Allocation R1 -1.58 2.63 1.14 8.70 7.80 10.35
Hartford Moderate Allocation C -1.49 2.63 1.38 8.19 5.72 8.36
Hartford Moderate Allocation B -1.48 2.63 1.30 8.09 5.63 8.29
Dreyfus Balanced Opportunity A LW -1.40 2.63 1.58 10.01 10.64 11.55
Dreyfus Balanced Opportunity A -1.40 2.63 1.58 10.01 10.64 11.55
Calamos Growth & Income B -2.31 2.63 2.32 10.98 7.00 9.81
MFS® Moderate Allocation B -1.60 2.62 1.12 8.66 7.81 10.36
MFS® Moderate Allocation 529B -1.56 2.62 1.11 8.61 7.77 10.29
Columbia Capital Allocation Mod Agrsv K -1.45 2.62 1.99 10.38 --- ---
BlackRock Growth Prepared Inv A LW -1.48 2.61 2.30 13.08 11.01 12.51
BlackRock Growth Prepared Inv A -1.48 2.61 2.30 13.08 11.01 12.51
PL Port Optimization Moderate R -1.25 2.59 1.93 8.00 7.72 9.92
MFS® Moderate Allocation 529C -1.56 2.59 1.13 8.64 7.76 10.28
Transamerica Asset Allc Interm/Long Hrzn -1.88 2.57 1.89 10.35 9.33 11.52
Voya Capital Allocation C -1.82 2.56 1.22 9.42 6.98 9.18
GuidePath Tact Constnd Asst Allc Svc -1.86 2.56 1.93 10.00 8.00 ---
TETON Westwood Balanced A Load Waived -1.68 2.55 0.84 7.57 9.02 9.34
TETON Westwood Balanced A -1.68 2.55 0.84 7.57 9.02 9.34
Highland Total Return A Load Waived -1.05 2.55 1.87 9.26 7.37 8.66
Highland Total Return A -1.05 2.55 1.87 9.26 7.37 8.66
Columbia Capital Allocation Moderate C -1.18 2.55 1.52 8.27 7.35 9.51
BlackRock Growth Prepared R -1.48 2.55 2.23 12.79 10.78 12.30
Wells Fargo Advantage Growth Balanced B -1.74 2.53 1.80 10.51 10.43 11.90
Wells Fargo Advantage Growth Balanced C -1.74 2.52 1.80 10.52 10.43 11.90
Schwab MarketTrack Balanced Investor -1.85 2.52 1.06 9.26 9.02 10.20
InvestEd Balanced Load Waived -1.25 2.52 2.20 12.13 8.27 9.09
InvestEd Balanced -1.25 2.52 2.20 12.13 8.27 9.09
Franklin Moderate Allocation A LW -1.61 2.52 1.36 9.89 7.06 9.11
Franklin Moderate Allocation A -1.61 2.52 1.36 9.89 7.06 9.11
Calvert Moderate Allocation A LW -1.74 2.52 1.65 9.59 9.49 10.49
Calvert Moderate Allocation A -1.74 2.52 1.65 9.59 9.49 10.49
Capital Guardian Core Balanced Instl -2.75 2.50 0.99 --- --- ---
Rainier Balanced Institutional -0.89 2.48 2.86 11.28 8.99 10.11
Nationwide Inv Dest Mod C -1.86 2.48 0.83 8.19 7.85 8.96
Columbia Capital Allocation Mod Agrsv A -1.52 2.48 1.88 10.23 8.76 11.36
Columbia Capital Allocation Mod Agr A LW -1.52 2.48 1.88 10.23 8.76 11.36
Columbia Capital Allocation Mod Agrsv T -1.52 2.46 1.95 10.17 8.71 ---
Voya Capital Allocation B -1.90 2.45 1.21 9.34 6.99 9.16
Columbia Capital Allocation Moderate B -1.26 2.45 1.51 8.26 7.33 9.51
Fidelity Advisor® Global Strategies C -1.53 2.44 0.94 7.36 4.04 7.66
ICON Risk-Managed Balanced A LW -1.95 2.43 0.18 4.98 7.15 7.68
ICON Risk-Managed Balanced A -1.95 2.43 0.18 4.98 7.15 7.68
First Investors Total Return B -1.28 2.42 1.57 9.23 10.58 11.29
Franklin Moderate Allocation R -1.61 2.41 1.31 9.65 6.80 8.84
Fidelity Advisor® Global Strategies B -1.51 2.41 0.93 7.38 4.03 7.66
Calamos Growth & Income C -2.31 2.41 2.24 10.49 6.61 9.57
Transamerica Asset Allc Mod Gr I -1.52 2.40 1.91 10.83 9.09 ---
AdvisorOne Liahona N -1.29 2.38 1.32 8.66 7.14 9.33
Rainier Balanced Original -0.89 2.37 2.86 11.06 8.72 9.83
Highland Total Return R -1.09 2.37 1.82 8.98 7.12 8.41
TETON Westwood Balanced C -1.74 2.36 0.72 7.05 8.52 8.81
Columbia Capital Allocation Mod Agrsv R -1.53 2.36 1.90 9.96 8.53 11.07
Transamerica Asset Allc Mod Gr A LW -1.45 2.33 1.91 10.56 8.77 10.72
Transamerica Asset Allc Mod Gr A -1.45 2.33 1.91 10.56 8.77 10.72
SunAmerica Focused Balanced Strategy A -1.48 2.32 1.95 10.49 8.20 8.85
SunAmerica Focused Balanced Strateg A LW -1.48 2.32 1.95 10.49 8.20 8.85
PL Port Optimization Moderate C -1.26 2.31 1.87 7.57 7.25 9.42
PL Port Optimization Moderate B -1.25 2.31 1.87 7.59 7.23 9.42
MainStay Moderate Allocation B -1.29 2.29 1.62 9.66 9.59 10.26
MainStay Moderate Allocation C -1.36 2.22 1.54 9.58 9.53 10.22
RiverFront Moderate Growth & Income C -1.72 2.20 0.74 8.39 6.52 ---
Dreyfus Balanced Opportunity C -1.44 2.20 1.39 9.26 9.80 10.70
BlackRock Growth Prepared Inv C -1.50 2.18 2.10 12.26 10.19 11.69
VALIC Company I Dynamic Allocation -1.73 2.14 2.31 9.40 --- ---
Transamerica Asset Allc Mod Gr R -1.52 2.13 1.85 10.32 8.55 10.52
Franklin Moderate Target C -1.65 2.09 1.15 9.06 6.26 8.30
Highland Total Return C -1.14 2.08 1.67 8.43 6.56 7.85
Calvert Moderate Allocation C -1.79 2.07 1.43 8.79 8.68 9.68
Columbia Capital Allocation Mod Agrsv B -1.61 2.05 1.71 9.34 7.94 10.51
Fallen Angels Income -2.02 2.03 -1.73 9.48 10.82 11.06
ICON Risk-Managed Balanced C -2.06 2.02 -0.03 4.17 6.34 6.85
Columbia Capital Allocation Mod Agrsv C -1.59 2.01 1.68 9.37 7.97 10.52
SunAmerica Focused Multi-Asset Strat A -1.74 2.00 2.07 10.59 6.40 8.17
SunAmerica Focused Multi-Asset Stra A LW -1.74 2.00 2.07 10.59 6.40 8.17
Capital Guardian Core Balanced Investor -3.13 2.00 0.59 --- --- ---
Tributary Balanced Instl Plus -3.58 1.93 0.70 11.68 --- ---
SunAmerica Focused Balanced Strategy C -1.55 1.93 1.73 9.76 7.50 8.15
Even Keel Multi-Asset Managed Risk I -1.48 1.87 1.61 8.51 --- ---
ASTON/Montag & Caldwell Balanced I -1.11 1.86 1.83 9.09 8.46 9.18
Transamerica Asset Allc Mod Gr C -1.59 1.85 1.64 9.68 8.02 9.99
SunAmerica Focused Balanced Strategy B -1.55 1.85 1.71 9.63 7.45 8.11
Wells Fargo Advantage WB Growth Balanced -1.77 1.84 1.27 8.47 8.48 10.89
Transamerica Asset Allc Mod Gr B -1.58 1.84 1.70 9.67 7.95 9.93
ASTON/Montag & Caldwell Balanced N -1.11 1.81 1.84 9.01 8.34 9.06
Hennessy Balanced Investor -0.08 1.78 0.32 3.80 6.91 8.43
Tributary Balanced Instl -3.61 1.77 0.66 11.41 9.74 13.38
American Funds Asset Allocation HLS IB -1.98 1.74 0.94 10.53 12.13 12.60
SunAmerica Focused Multi-Asset Strat C -1.75 1.62 1.88 9.85 5.73 7.48
SunAmerica Focused Multi-Asset Strat B -1.75 1.62 1.88 9.82 5.70 7.46
Huntington Income Generation A LW -1.56 1.50 1.39 --- --- ---
Huntington Income Generation A -1.56 1.50 1.39 --- --- ---
Huntington Balanced Allocation A LW -1.74 1.33 0.86 6.56 6.21 7.78
Huntington Balanced Allocation A -1.74 1.33 0.86 6.56 6.21 7.78
Wilmington Strategic Allc Mod Instl -1.67 1.29 1.20 8.33 5.96 ---
Huntington Income Generation C -1.60 1.28 1.26 5.42 --- ---
Wilmington Strategic Allc Mod A LW -1.67 1.04 1.13 7.90 5.70 8.19
Wilmington Strategic Allc Mod A -1.67 1.04 1.13 7.90 5.70 8.19
Villere Balanced Inv -3.55 1.02 1.73 8.80 13.75 17.76
Roumell Opportunistic Value Instl -1.88 0.97 -1.04 -1.12 3.56 ---
Roumell Opportunistic Value A LW -1.89 0.78 -1.14 -1.38 3.29 ---
Roumell Opportunistic Value A -1.89 0.78 -1.14 -1.38 3.29 ---
Disciplined Growth Investors -1.93 0.61 1.44 11.59 --- ---
Catalyst/SMH Total Return Income I -1.63 0.49 1.52 1.59 --- ---
Arrow DWA Balanced Institutional -2.45 0.48 0.07 6.82 --- ---
Sound Mind Investing Balanced -2.05 0.44 0.79 8.63 8.57 ---
Catalyst/SMH Total Return Income A LW -1.82 0.34 1.46 1.32 5.42 9.74
Catalyst/SMH Total Return Income A -1.82 0.34 1.46 1.32 5.42 9.74
Roumell Opportunistic Value C -2.03 0.33 -1.29 -2.10 --- ---
Arrow DWA Balanced A Load Waived -2.46 0.27 -0.07 6.55 5.30 8.43
Arrow DWA Balanced A -2.46 0.27 -0.07 6.55 5.30 8.43
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Aftershock Strategies I -1.41 -0.06 -0.50 -2.37 --- ---
Catalyst/SMH Total Return Income C -1.88 -0.08 1.27 0.56 4.63 8.93
Arrow DWA Balanced C -2.56 -0.14 -0.21 5.77 4.51 7.63
Aftershock Strategies N -1.42 -0.19 -0.57 -2.62 --- ---
Greenspring -3.06 -0.82 -1.05 3.31 8.49 8.39
Neuberger Berman AMT Balanced I -2.40 -1.25 1.21 6.00 7.16 10.71
QS Legg Mason Dynamic Multi-Strategy I -1.56 --- 2.19 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C -1.57 --- 1.95 --- --- ---
QCI Balanced Institutional -0.76 --- 1.55 --- --- ---
Nationwide Inv Dest Mod Instl Svc -1.75 --- 1.06 --- --- ---
Nationwide Diverse Managers Instl Svc -1.67 --- 0.21 --- --- ---
MassMutual RetireSMART Mod R4 -1.61 --- 1.29 --- --- ---
MassMutual RetireSMART Mod R3 -1.62 --- 1.20 --- --- ---
MassMutual RetireSMART Mod I -1.53 --- 1.48 --- --- ---
MassMutual Premier Balanced R4 -1.02 --- 1.94 --- --- ---
MassMutual Premier Balanced R3 -1.10 --- 1.94 --- --- ---
MassMutual Premier Balanced I -1.00 --- 2.14 --- --- ---
Legg Mason Lifestyle Allocation 70% R -1.77 --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy R -1.56 --- --- --- --- ---
BMO Growth Balanced Y -1.48 --- --- --- --- ---
BMO Growth Balanced R-3 -1.57 --- --- --- --- ---
BMO Growth Balanced I -1.48 --- --- --- --- ---
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