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Data through 8/28/2015. 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 -3.15 -1.86 -5.04 -1.72 8.01 8.98
Neuberger Berman AMT Balanced I -2.87 4.72 -2.38 7.68 9.28 10.04
Bruce -1.45 3.14 1.19 0.08 12.73 12.44
T. Rowe Price Capital Appreciation -1.97 3.10 -2.00 6.90 13.67 13.74
JHFunds2 Capital Appreciation Value NAV -1.97 2.93 -1.97 6.70 13.51 ---
T. Rowe Price Capital Appreciation Adv -1.99 2.90 -2.09 6.57 13.30 13.41
ASTON/Montag & Caldwell Balanced I -2.55 2.21 -0.65 4.96 7.78 9.18
ASTON/Montag & Caldwell Balanced N -2.58 2.11 -0.71 4.84 7.66 9.01
Nationwide HighMark Balanced Instl -2.65 1.80 -1.98 3.71 --- ---
Nationwide HighMark Balanced InSvc -2.60 1.78 -1.95 3.68 7.37 9.72
Nationwide HighMark Balanced A LW -2.60 1.64 -2.03 3.37 7.11 9.46
Nationwide HighMark Balanced A -2.60 1.64 -2.03 3.37 7.11 9.46
Eaton Vance Balanced I -2.47 1.53 -3.00 2.34 --- ---
Eaton Vance Balanced A Load Waived -2.47 1.43 -3.06 2.11 11.05 11.26
Eaton Vance Balanced A -2.47 1.43 -3.06 2.11 11.05 11.26
Tributary Balanced Instl Plus -3.15 1.30 -4.20 1.85 9.82 ---
AMG Chicago Equity Partners Bal Instl -2.60 1.24 -3.10 2.67 9.68 11.06
Nationwide HighMark Balanced C -2.69 1.19 -2.20 2.80 6.46 8.80
Tributary Balanced Instl -3.19 1.14 -4.28 1.64 9.59 11.16
AMG Chicago Equity Partners Bal Svc -2.66 1.13 -3.18 2.57 --- ---
AMG Chicago Equity Partners Bal Inv -2.69 1.06 -3.19 2.35 9.39 10.78
Eaton Vance Balanced C -2.46 0.99 -3.22 1.40 10.21 10.44
BlackRock 40/60 Target Allocation Instl -2.09 0.86 -3.61 2.28 9.69 10.40
Eaton Vance Balanced B -2.59 0.85 -3.25 1.35 10.17 10.40
Transamerica Instl Asst Allc Itm/Lg Hrzn -3.41 0.76 -4.73 0.07 9.22 10.16
ICON Risk-Managed Balanced S -2.23 0.69 -3.08 2.63 7.40 7.81
BlackRock 40/60 Target Allocation Inv A -2.10 0.69 -3.64 1.88 9.32 10.02
BlackRock 40/60 Target Allocation I A LW -2.10 0.69 -3.64 1.88 9.32 10.02
Sit Balanced -2.53 0.65 -3.00 3.29 9.47 10.32
Transamerica Asset Allc Interm/Long Hrzn -3.46 0.56 -4.78 -0.21 8.92 9.87
BlackRock 40/60 Target Allocation R -2.11 0.52 -3.73 1.73 9.15 9.88
ICON Risk-Managed Balanced A LW -2.22 0.50 -3.17 2.38 7.16 7.56
ICON Risk-Managed Balanced A -2.22 0.50 -3.17 2.38 7.16 7.56
VY T. Rowe Price Capital Appreciation I -4.11 0.48 -4.34 4.58 12.80 13.51
Plumb Balanced -2.59 0.40 -2.63 2.85 10.86 9.27
VY T. Rowe Price Capital Appreciation S -4.15 0.30 -4.41 4.32 12.50 13.23
Value Line Asset Allocation -2.04 0.25 -1.97 3.40 10.24 12.60
Sterling Capital Strategic Allc Bal I -2.99 0.25 -4.76 -0.51 7.73 8.12
VY T. Rowe Price Capital Appreciation S2 -4.14 0.23 -4.41 4.19 12.35 13.07
TIAA-CREF Managed Allc Inst -3.26 0.22 -4.53 0.10 8.70 9.73
TIAA-CREF Lifestyle Moderate Instl -3.29 0.22 -4.56 0.11 8.76 ---
Schwab Balanced -2.83 0.20 -3.32 3.12 9.38 10.65
BlackRock 40/60 Target Allocation Inv C -2.12 0.17 -3.84 1.13 8.49 9.16
TIAA-CREF Lifestyle Moderate Premier -3.29 0.14 -4.60 -0.03 8.60 ---
TIAA-CREF Managed Allc R -3.19 0.10 -4.59 -0.14 8.43 9.47
Scharf Balanced Opportunity Inv -2.33 0.10 -3.51 1.02 --- ---
TIAA-CREF Lifestyle Moderate Retirement -3.29 0.09 -4.62 -0.13 8.48 ---
TIAA-CREF Lifestyle Moderate Retail -3.29 0.09 -4.63 -0.23 8.46 ---
VY T. Rowe Price Capital Appreciation A -4.18 0.08 -4.48 3.94 12.11 12.83
ICON Risk-Managed Balanced C -2.28 0.08 -3.28 1.61 6.35 6.73
UBS US Allocation P -3.09 0.07 -3.45 2.25 11.10 11.82
Putnam Dynamic Asset Allocation Bal R6 -3.10 0.06 -4.41 2.30 10.68 ---
Columbia Capital Allocation Moderate Y -2.57 0.06 -4.06 0.32 --- ---
T. Rowe Price Balanced -3.33 0.05 -4.79 -0.09 9.42 10.42
State Farm Equity & Bond Instl -2.48 0.04 -3.29 3.44 10.37 10.74
Sterling Capital Strategic Allc Bal A LW -3.02 0.03 -4.77 -0.76 7.44 7.81
Sterling Capital Strategic Allc Bal A -3.02 0.03 -4.77 -0.76 7.44 7.81
TIAA-CREF Managed Allc Retail -3.26 0.02 -4.66 -0.23 8.41 9.44
Putnam Dynamic Asset Allocation Bal R5 -3.10 0.00 -4.44 2.26 10.55 ---
Columbia Balanced Y -2.66 -0.01 -3.61 2.53 --- ---
Fidelity Income Replacement 2042 -3.23 -0.04 -4.40 0.08 9.15 9.89
Thrivent Balanced Income Plus I -2.55 -0.05 -3.71 0.28 9.56 10.40
Fidelity Advisor Income Repl 2042 I -3.23 -0.05 -4.41 0.06 9.14 9.89
Calvert Moderate Allocation A LW -3.11 -0.05 -4.67 1.25 9.10 9.43
Calvert Moderate Allocation A -3.11 -0.05 -4.67 1.25 9.10 9.43
Fidelity Income Replacement 2040 -3.12 -0.06 -4.27 0.08 8.82 9.65
Fidelity Advisor Income Repl 2040 I -3.12 -0.06 -4.27 0.08 8.82 9.64
Columbia Balanced R5 -2.71 -0.06 -3.65 2.47 11.25 ---
Putnam Dynamic Asset Allocation Bal Y -3.17 -0.07 -4.44 2.20 10.54 11.03
Columbia Capital Allocation Moderate R5 -2.66 -0.07 -4.08 0.24 --- ---
State Farm Equity & Bond R3 -2.51 -0.08 -3.35 3.42 10.25 10.66
Fidelity Income Replacement 2038 -3.03 -0.09 -4.17 0.08 8.55 9.37
Fidelity Advisor Income Repl 2038 I -3.03 -0.09 -4.15 0.09 8.55 9.37
Fidelity Advisor Income Repl 2036 I -2.94 -0.09 -4.05 0.14 8.37 9.18
Vantagepoint Diversifying Strategies T -2.41 -0.10 -4.26 0.19 3.27 3.27
UBS US Allocation A Load Waived -3.11 -0.10 -3.50 1.99 10.79 11.51
UBS US Allocation A -3.11 -0.10 -3.50 1.99 10.79 11.51
Columbia Capital Allocation Moderate Z -2.63 -0.10 -4.06 0.14 7.60 ---
Columbia Capital Allocation Moderate R4 -2.66 -0.10 -4.10 0.14 --- ---
Columbia Balanced Z -2.71 -0.11 -3.67 2.37 11.10 11.99
Columbia Balanced R4 -2.69 -0.11 -3.67 2.35 --- ---
Fidelity Income Replacement 2036 -2.94 -0.12 -4.05 0.09 8.34 9.16
Fidelity Income Replacement 2034 -2.85 -0.14 -3.95 0.11 8.13 8.98
Fidelity Advisor Income Repl 2034 I -2.87 -0.14 -3.95 0.09 8.13 8.98
Fidelity® Puritan® K -3.51 -0.15 -4.10 2.26 10.88 11.78
Fidelity Advisor Income Repl 2032 I -2.76 -0.15 -3.83 0.15 7.95 8.81
State Farm Equity & Bond A Legacy LW -2.64 -0.17 -3.46 3.16 10.05 10.47
State Farm Equity & Bond A Legacy -2.64 -0.17 -3.46 3.16 10.05 10.47
Fidelity Income Replacement 2032 -2.78 -0.17 -3.85 0.13 7.95 8.81
Fidelity Income Replacement 2030 -2.66 -0.17 -3.72 0.10 7.70 8.61
Fidelity Advisor Income Repl 2030 I -2.66 -0.17 -3.72 0.10 7.70 8.61
Columbia Capital Allocation Moderate K -2.63 -0.19 -4.11 -0.04 7.42 8.49
Fidelity® Puritan® -3.51 -0.20 -4.12 2.16 10.77 11.66
Avondale Core Investment -0.60 -0.20 -0.60 --- --- ---
Fidelity Advisor Income Repl 2042 A LW -3.26 -0.21 -4.46 -0.17 8.88 9.62
Fidelity Advisor Income Repl 2042 A -3.26 -0.21 -4.46 -0.17 8.88 9.62
Columbia Balanced K -2.71 -0.21 -3.71 2.23 10.95 ---
Columbia Capital Allocation Moderate A -2.63 -0.22 -4.12 -0.11 7.32 8.41
Columbia Capital Allocation Moderat A LW -2.63 -0.22 -4.12 -0.11 7.32 8.41
MFS® Moderate Allocation R4 -2.60 -0.24 -3.86 -0.96 7.38 8.89
MFS® Moderate Allocation I -2.62 -0.24 -3.87 -0.95 7.38 8.89
Fidelity Advisor Income Repl 2040 A LW -3.14 -0.24 -4.32 -0.17 8.56 9.38
Fidelity Advisor Income Repl 2040 A -3.14 -0.24 -4.32 -0.17 8.56 9.38
Victory Balanced I -2.29 -0.25 -1.78 1.59 10.37 10.35
State Farm Equity & Bond A Load Waived -2.58 -0.25 -3.48 3.13 10.06 10.47
State Farm Equity & Bond A -2.58 -0.25 -3.48 3.13 10.06 10.47
Fidelity Advisor Income Repl 2038 A LW -3.04 -0.25 -4.21 -0.16 8.28 9.10
Fidelity Advisor Income Repl 2038 A -3.04 -0.25 -4.21 -0.16 8.28 9.10
Wells Fargo Advantage Growth Balanced Ad -3.22 -0.26 -4.25 1.39 11.03 12.05
Putnam Dynamic Asset Allocation Bal A LW -3.18 -0.26 -4.51 1.94 10.26 10.76
Putnam Dynamic Asset Allocation Bal A -3.18 -0.26 -4.51 1.94 10.26 10.76
Fidelity Advisor Income Repl 2036 A LW -2.97 -0.28 -4.11 -0.16 8.06 8.89
Fidelity Advisor Income Repl 2036 A -2.97 -0.28 -4.11 -0.16 8.06 8.89
Columbia Balanced A Load Waived -2.73 -0.29 -3.73 2.11 10.84 11.72
Columbia Balanced A -2.73 -0.29 -3.73 2.11 10.84 11.72
State Farm Equity & Bond R2 -2.60 -0.30 -3.48 3.04 9.93 10.32
Fidelity Advisor Income Repl 2034 A LW -2.89 -0.30 -4.01 -0.15 7.86 8.70
Fidelity Advisor Income Repl 2034 A -2.89 -0.30 -4.01 -0.15 7.86 8.70
GuideStone Funds Defensv Mkt Strats Inst -2.56 -0.31 -3.39 2.22 9.92 ---
InvestEd Balanced Load Waived -3.67 -0.32 -4.19 -0.11 8.41 7.80
InvestEd Balanced -3.67 -0.32 -4.19 -0.11 8.41 7.80
Fidelity Advisor Income Repl 2032 A LW -2.79 -0.32 -3.90 -0.11 7.67 8.54
Fidelity Advisor Income Repl 2032 A -2.79 -0.32 -3.90 -0.11 7.67 8.54
Fidelity Advisor Income Repl 2030 A LW -2.69 -0.34 -3.78 -0.15 7.43 8.34
Fidelity Advisor Income Repl 2030 A -2.69 -0.34 -3.78 -0.15 7.43 8.34
T. Rowe Price Personal Strat Balanced -3.17 -0.35 -4.75 -1.06 9.00 10.19
Thrivent Moderate Allocation I -2.61 -0.36 -3.93 -0.54 7.97 8.71
MFS® Moderate Allocation A Load Waived -2.65 -0.36 -3.92 -1.21 7.11 8.62
MFS® Moderate Allocation A -2.65 -0.36 -3.92 -1.21 7.11 8.62
VALIC Company I Asset Allocation -3.27 -0.37 -4.83 -0.52 7.53 9.53
Putnam Dynamic Asset Allocation Bal R -3.20 -0.37 -4.60 1.64 9.99 10.47
Fidelity Advisor Income Repl 2042 T -3.29 -0.38 -4.53 -0.44 8.61 9.34
Columbia Capital Allocation Mod Agrsv Y -3.41 -0.38 -5.01 0.20 --- ---
Columbia Capital Allocation Mod Agrsv R5 -3.43 -0.38 -5.00 0.14 --- ---
Sterling Capital Strategic Allc Bal B -3.08 -0.39 -4.98 -1.50 6.65 7.02
Fidelity Advisor Income Repl 2040 T -3.16 -0.39 -4.38 -0.42 8.29 9.10
Thrivent Balanced Income Plus A LW -2.62 -0.40 -3.81 -0.18 9.08 9.91
Thrivent Balanced Income Plus A -2.62 -0.40 -3.81 -0.18 9.08 9.91
State Farm Equity & Bond R1 -2.61 -0.40 -3.50 2.84 9.68 10.12
Pioneer Solutions Balanced Y -3.03 -0.40 -4.80 -1.88 7.64 7.91
Wells Fargo Advantage Growth Balanced A -3.23 -0.41 -4.32 1.17 10.76 11.77
Wells Fargo Advantage Growth Balanc A LW -3.23 -0.41 -4.32 1.17 10.76 11.77
Fidelity Advisor Income Repl 2038 T -3.07 -0.41 -4.27 -0.42 8.01 8.83
Victory Balanced A Load Waived -2.34 -0.42 -1.85 1.35 10.09 9.90
Victory Balanced A -2.34 -0.42 -1.85 1.35 10.09 9.90
MFS® Moderate Allocation R3 -2.67 -0.42 -3.95 -1.22 7.12 8.61
SEI Defensive Strategy Allc A (SAAT) -2.14 -0.43 -3.43 2.24 9.64 11.87
Nuveen Strategy Balanced Allc I -2.54 -0.43 -4.50 -1.75 7.64 8.65
Columbia Capital Allocation Moderate R -2.64 -0.43 -4.19 -0.37 7.05 ---
Columbia Capital Allocation Mod Agrsv R4 -3.43 -0.43 -5.02 0.10 --- ---
MFS® Moderate Allocation 529A LW -2.66 -0.44 -3.95 -1.25 7.05 8.55
MFS® Moderate Allocation 529A -2.66 -0.44 -3.95 -1.25 7.05 8.55
GuideStone Funds Defensv Mkt Strats Inv -2.55 -0.44 -3.44 1.98 9.68 ---
Columbia Capital Allocation Mod Agrsv Z -3.46 -0.44 -5.07 0.02 8.66 9.75
Columbia Balanced R -2.73 -0.44 -3.79 1.86 10.57 ---
Sterling Capital Strategic Allc Bal C -3.17 -0.45 -5.05 -1.60 6.62 7.03
State Farm Equity & Bond B Legacy -2.63 -0.45 -3.56 2.75 9.63 10.02
Forward Select Opportunity Institutional -2.36 -0.46 -4.49 -4.33 --- ---
Fidelity Advisor Income Repl 2036 T -3.00 -0.47 -4.18 -0.42 7.79 8.61
Pioneer Solutions Balanced A LW -3.06 -0.48 -4.78 -2.07 7.37 7.61
Pioneer Solutions Balanced A -3.06 -0.48 -4.78 -2.07 7.37 7.61
Fidelity® Balanced K -3.19 -0.48 -4.52 1.96 10.64 11.44
Fidelity Advisor Income Repl 2034 T -2.92 -0.48 -4.09 -0.41 7.59 8.43
Fidelity Advisor Income Repl 2032 T -2.81 -0.48 -3.96 -0.36 7.41 8.26
Fidelity Advisor Income Repl 2030 T -2.70 -0.49 -3.84 -0.40 7.20 8.08
Transamerica Asset Allc Mod Gr I -3.60 -0.51 -4.81 -0.14 9.28 9.44
Columbia Capital Allocation Mod Agrsv K -3.38 -0.51 -5.03 -0.11 --- ---
Fidelity® Balanced -3.23 -0.52 -4.54 1.87 10.53 11.32
MFS® Moderate Allocation R2 -2.70 -0.54 -4.00 -1.48 6.84 8.34
Calamos Growth & Income I -3.38 -0.55 -4.30 0.51 8.16 9.36
Columbia Capital Allocation Mod Agrsv A -3.45 -0.56 -5.05 -0.23 8.41 9.50
Columbia Capital Allocation Mod Agr A LW -3.45 -0.56 -5.05 -0.23 8.41 9.50
Putnam Dynamic Asset Allocation Bal M -3.19 -0.57 -4.64 1.44 9.73 10.20
GE Instl Strategic Investment Inv -3.30 -0.57 -4.80 -0.79 7.88 8.49
Fidelity Asset Manager® 50% -2.89 -0.57 -4.61 -0.74 7.04 8.11
SEI Conservative Strategy Allc A (SAAT) -2.30 -0.58 -3.40 2.79 10.28 12.44
American Funds Balanced Portfolio R6 -2.82 -0.58 -4.29 0.34 9.36 ---
Elfun Diversified -3.26 -0.59 -4.79 -0.86 7.86 8.43
Calvert Moderate Allocation C -3.23 -0.59 -4.86 0.48 8.27 8.60
Victory Balanced R -2.32 -0.60 -1.92 0.99 9.78 9.57
VALIC Company II Moderate Gr Lifestyle -2.88 -0.60 -4.84 -2.00 7.73 9.49
UBS US Allocation C -3.17 -0.61 -3.69 1.21 9.95 10.67
Thrivent Moderate Allocation A LW -2.69 -0.61 -4.10 -0.88 7.60 8.33
Thrivent Moderate Allocation A -2.69 -0.61 -4.10 -0.88 7.60 8.33
American Funds Balanced Portfolio R5 -2.82 -0.61 -4.30 0.21 9.33 ---
Fidelity Advisor® Balanced Z -3.27 -0.63 -4.59 1.89 --- ---
American Funds Balanced Portfolio F2 -2.82 -0.63 -4.32 0.17 9.26 ---
Columbia Capital Allocation Mod Agrsv T -3.45 -0.64 -5.05 -0.24 8.37 ---
Transamerica Asset Allc Mod Gr A LW -3.59 -0.65 -4.80 -0.42 8.99 9.12
Transamerica Asset Allc Mod Gr A -3.59 -0.65 -4.80 -0.42 8.99 9.12
Nuveen Strategy Balanced Allc A LW -2.63 -0.65 -4.54 -2.01 7.35 8.38
Nuveen Strategy Balanced Allc A -2.63 -0.65 -4.54 -2.01 7.35 8.38
Fidelity Advisor Asset Manager® 50% I -2.90 -0.66 -4.69 -0.79 6.99 8.04
Putnam Dynamic Asset Allocation Bal C -3.19 -0.67 -4.65 1.20 9.43 9.94
State Farm Equity & Bond B -2.66 -0.68 -3.64 2.41 9.39 9.76
Forward Select Opportunity Investor -2.40 -0.68 -4.61 -4.69 --- ---
Fidelity Advisor® Balanced I -3.27 -0.69 -4.63 1.75 10.32 11.18
Calamos Growth & Income A Load Waived -3.40 -0.69 -4.38 0.23 7.89 9.09
Calamos Growth & Income A -3.40 -0.69 -4.38 0.23 7.89 9.09
Fidelity Advisor Income Repl 2042 C -3.33 -0.71 -4.64 -0.93 8.06 8.79
Fidelity Advisor Income Repl 2040 C -3.22 -0.71 -4.51 -0.90 7.75 8.56
Putnam Dynamic Asset Allocation Bal B -3.26 -0.72 -4.66 1.17 9.45 9.93
GE Instl Strategic Investment Svc -3.33 -0.73 -4.83 -1.05 7.58 8.23
American Funds Balanced Portfolio 529F1 -2.90 -0.73 -4.40 0.09 9.19 ---
Fidelity Advisor Income Repl 2038 C -3.12 -0.75 -4.40 -0.90 7.47 8.28
Cavanal Hill Balanced I -2.54 -0.76 -3.83 1.15 8.10 9.28
American Funds Balanced Portfolio R2E -2.90 -0.76 -4.36 --- --- ---
RiverFront Moderate Growth & Income I -3.27 -0.77 -5.46 -1.33 6.52 6.75
Columbia Capital Allocation Moderate C -2.74 -0.77 -4.34 -0.88 6.51 7.58
Columbia Capital Allocation Moderate B -2.73 -0.77 -4.33 -0.87 6.51 7.58
Columbia Capital Allocation Mod Agrsv R -3.46 -0.77 -5.11 -0.48 8.12 9.22
Columbia Balanced C -2.76 -0.77 -3.89 1.35 10.02 10.88
Columbia Balanced B -2.79 -0.77 -3.92 1.35 10.00 10.87
JHancock Lifestyle Balanced R6 -3.17 -0.78 -5.10 -2.25 7.80 ---
JHancock Lifestyle Balanced 5 -3.17 -0.78 -5.10 -2.25 7.83 8.69
Fidelity Advisor Income Repl 2036 C -3.02 -0.78 -4.28 -0.90 7.26 8.08
Nuveen Strategy Balanced Allc R3 -2.57 -0.79 -4.57 -2.23 7.10 8.11
Fidelity Advisor Income Repl 2034 C -2.95 -0.79 -4.20 -0.89 7.05 7.89
Fidelity Advisor Asset Manager® 50% A LW -2.90 -0.79 -4.71 -0.99 6.72 7.77
Fidelity Advisor Asset Manager® 50% A -2.90 -0.79 -4.71 -0.99 6.72 7.77
Transamerica Asset Allc Mod Gr R -3.61 -0.80 -4.89 -0.64 8.77 8.90
Forward Select Opportunity A LW -2.40 -0.80 -4.61 -4.84 --- ---
Forward Select Opportunity A -2.40 -0.80 -4.61 -4.84 --- ---
American Funds Balanced Portfolio A LW -2.90 -0.80 -4.36 -0.03 9.03 ---
American Funds Balanced Portfolio A -2.90 -0.80 -4.36 -0.03 9.03 ---
JHancock Lifestyle Balanced 1 -3.17 -0.81 -5.12 -2.30 7.75 8.64
Fidelity Asset Manager® 60% -3.43 -0.81 -5.34 -1.05 8.07 8.97
Fidelity Advisor Income Repl 2032 C -2.86 -0.81 -4.08 -0.85 6.87 7.73
Fidelity Advisor Asset Manager® 60% I -3.43 -0.81 -5.43 -1.10 7.98 8.90
American Funds Balanced Portfolio R4 -2.90 -0.81 -4.38 -0.07 9.02 ---
American Funds Balanced Portfolio F1 -2.90 -0.82 -4.38 -0.08 9.00 ---
JHancock Lifestyle Balanced R5 -3.16 -0.83 -5.17 -2.35 7.70 8.57
Fidelity Advisor Income Repl 2030 C -2.75 -0.83 -3.95 -0.90 6.63 7.53
American Funds Balanced Portfolio 529A -2.90 -0.84 -4.39 -0.12 8.96 ---
American Funds Balanced Portfolio 529 LW -2.90 -0.84 -4.39 -0.12 8.96 ---
Calamos Growth & Income R -3.43 -0.85 -4.45 -0.02 7.62 8.81
Victory Balanced C -2.34 -0.86 -2.04 0.68 9.33 9.13
Prudential Balanced Z -2.14 -0.86 -3.87 0.69 9.91 11.03
JPMorgan Diversified Instl -3.35 -0.86 -5.09 -0.32 9.49 10.22
Wells Fargo Advantage Growth Balanced C -3.31 -0.87 -4.50 0.42 9.93 10.94
Vanguard Balanced Index I -2.70 -0.87 -3.66 1.68 9.48 10.85
Vanguard Balanced Index Adm -2.67 -0.87 -3.63 1.67 9.46 10.83
Fidelity Advisor® Balanced A LW -3.28 -0.87 -4.66 1.45 10.03 10.87
Fidelity Advisor® Balanced A -3.28 -0.87 -4.66 1.45 10.03 10.87
Wells Fargo Advantage Growth Balanced B -3.29 -0.88 -4.48 0.40 9.93 10.93
Vanguard STAR Inv -3.12 -0.88 -4.94 -0.43 9.27 9.96
MFS® Total Return R5 -2.81 -0.89 -3.70 1.06 9.72 ---
MFS® Moderate Allocation C -2.69 -0.89 -4.10 -1.95 6.32 7.81
MFS® Moderate Allocation B -2.68 -0.89 -4.08 -1.95 6.31 7.81
Pioneer Classic Balanced Y -3.31 -0.90 -4.22 0.52 10.11 10.68
MFS® Moderate Allocation R1 -2.74 -0.90 -4.12 -1.98 6.30 7.80
MFS® Moderate Allocation 529B -2.70 -0.90 -4.13 -2.00 6.28 7.74
New Covenant Balanced Growth -2.89 -0.92 -3.94 0.67 8.12 9.04
Fidelity Advisor Asset Manager® 50% T -2.90 -0.92 -4.73 -1.26 6.45 7.51
MFS® Total Return I -2.82 -0.93 -3.72 0.98 9.64 9.92
Villere Balanced Inv -2.93 -0.94 -5.58 -7.61 7.91 14.23
Cavanal Hill Balanced A Load Waived -2.48 -0.94 -3.89 0.99 7.83 ---
Cavanal Hill Balanced A -2.48 -0.94 -3.89 0.99 7.83 ---
MFS® Moderate Allocation 529C -2.72 -0.96 -4.14 -1.99 6.26 7.74
Fidelity Asset Manager® 70% -4.02 -0.96 -6.14 -1.41 9.12 9.89
Vanguard Balanced Index Inv -2.70 -0.97 -3.69 1.53 9.29 10.68
Cavanal Hill Balanced Inv -2.55 -0.97 -3.92 0.88 7.82 8.99
RiverFront Moderate Growth & Income A LW -3.36 -0.98 -5.52 -1.66 6.22 6.47
RiverFront Moderate Growth & Income A -3.36 -0.98 -5.52 -1.66 6.22 6.47
Nuveen Strategy Growth Allocation I -3.46 -0.99 -5.74 -2.39 8.93 9.75
MFS® Total Return R4 -2.82 -0.99 -3.77 0.92 9.61 9.91
JPMorgan Investor Balanced Select -2.44 -0.99 -3.83 -0.34 7.49 8.19
JHancock Lifestyle Balanced R4 -3.16 -0.99 -5.16 -2.54 7.50 8.33
Wells Fargo Advantage WB Growth Balanced -3.35 -1.00 -5.01 -1.58 7.40 9.28
Fidelity Advisor Asset Manager® 60% A LW -3.45 -1.00 -5.45 -1.37 7.73 8.62
Fidelity Advisor Asset Manager® 60% A -3.45 -1.00 -5.45 -1.37 7.73 8.62
Fidelity Advisor Asset Manager® 70% I -3.97 -1.01 -6.14 -1.46 9.06 9.84
AllianzGI Income & Growth Institutional -2.96 -1.01 -5.36 -1.86 8.68 9.79
American Funds Balanced Portfolio R3 -2.90 -1.02 -4.47 -0.42 8.64 ---
American Funds Balanced Portfolio 529E -2.90 -1.02 -4.46 -0.35 8.69 ---
PNC Balanced Allocation I -2.95 -1.04 -4.38 -0.67 7.82 9.32
Pioneer Solutions Balanced C -3.14 -1.04 -4.99 -2.81 6.63 6.84
JPMorgan Diversified Sel -3.34 -1.04 -5.20 -0.58 9.22 9.96
Fidelity Advisor® Balanced T -3.30 -1.04 -4.74 1.23 9.79 10.64
AllianzGI Income & Growth P -3.06 -1.04 -5.40 -1.98 8.57 9.68
Prudential Balanced A Load Waived -2.16 -1.05 -3.90 0.39 9.58 10.69
Prudential Balanced A -2.16 -1.05 -3.90 0.39 9.58 10.69
Forward Select Opportunity C -2.45 -1.06 -4.73 -5.24 --- ---
Vanguard LifeStrategy Moderate Gr Inv -2.96 -1.07 -4.64 -0.73 7.90 8.81
Principal SAM Balanced Inst -3.02 -1.07 -4.46 -0.54 8.58 9.59
MFS® Total Return R3 -2.84 -1.07 -3.78 0.73 9.36 9.65
MFS® Total Return A Load Waived -2.84 -1.07 -3.78 0.73 9.37 9.63
MFS® Total Return A -2.84 -1.07 -3.78 0.73 9.37 9.63
Columbia Capital Allocation Mod Agrsv C -3.51 -1.07 -5.28 -0.94 7.61 8.67
American Funds College 2027 529F1 -2.51 -1.07 -3.98 -1.75 --- ---
Transamerica Asset Allc Mod Gr C -3.69 -1.09 -5.03 -1.12 8.23 8.37
Great-West SecureFoundation® Bal ETF A -2.91 -1.09 -4.59 -0.46 7.78 ---
Great-West SecureFoundation® Bal ET A LW -2.91 -1.09 -4.59 -0.46 7.78 ---
Fidelity Advisor Asset Manager® 60% T -3.46 -1.09 -5.47 -1.55 7.45 8.36
Columbia Capital Allocation Mod Agrsv B -3.49 -1.09 -5.21 -0.95 7.61 8.68
Nationwide Inv Dest Mod I -2.84 -1.10 -4.63 -1.71 7.27 8.29
Great-West SecureFoundation® Bal G -2.33 -1.10 -4.54 -0.59 7.94 8.82
Alger Balanced I-2 -3.11 -1.10 -4.34 1.24 7.93 7.91
Oppenheimer Moderate Inv Y -3.18 -1.11 -4.65 -1.50 7.59 8.24
JHancock Lifestyle Balanced A LW -3.22 -1.11 -5.24 -2.70 7.34 8.18
JHancock Lifestyle Balanced A -3.22 -1.11 -5.24 -2.70 7.34 8.18
Pioneer Classic Balanced A Load Waived -3.33 -1.12 -4.25 0.26 9.81 10.32
Pioneer Classic Balanced A -3.33 -1.12 -4.25 0.26 9.81 10.32
Nuveen Strategy Balanced Allc C -2.67 -1.14 -4.71 -2.75 6.55 7.56
Transamerica Asset Allc Mod Gr B -3.65 -1.15 -5.04 -1.21 8.14 8.29
MFS® Total Return 529A Load Waived -2.85 -1.15 -3.80 0.64 9.30 9.57
MFS® Total Return 529A -2.85 -1.15 -3.80 0.64 9.30 9.57
Great-West SecureFoundation® Bal G1 -2.39 -1.15 -4.64 -0.69 7.84 8.71
Principal SAM Balanced J -3.00 -1.16 -4.46 -0.77 8.29 9.24
Nuveen Strategy Growth Allocation A LW -3.56 -1.16 -5.85 -2.60 8.63 9.48
Nuveen Strategy Growth Allocation A -3.56 -1.16 -5.85 -2.60 8.63 9.48
Janus Balanced N -2.63 -1.16 -4.02 1.03 9.66 ---
AB Balance Wealth Strategy I -3.34 -1.16 -5.49 -2.68 7.29 7.73
AB Balance Wealth Strategy Advisor -3.33 -1.16 -5.54 -2.72 7.31 7.74
Nationwide Inv Dest Mod Instl Svc -2.85 -1.17 -4.68 -1.81 --- ---
JHancock Lifestyle Balanced R2 -3.24 -1.17 -5.23 -2.79 7.21 ---
Fidelity Advisor Asset Manager® 70% A LW -4.03 -1.17 -6.20 -1.73 8.77 9.55
Fidelity Advisor Asset Manager® 70% A -4.03 -1.17 -6.20 -1.73 8.77 9.55
AllianzGI Income & Growth A Load Waived -3.03 -1.17 -5.43 -2.22 8.29 9.42
AllianzGI Income & Growth A -3.03 -1.17 -5.43 -2.22 8.29 9.42
Calamos Growth & Income B -3.46 -1.18 -4.55 -0.49 7.49 8.51
JPMorgan Investor Balanced A LW -2.45 -1.19 -3.91 -0.60 7.22 7.93
JPMorgan Investor Balanced A -2.45 -1.19 -3.91 -0.60 7.22 7.93
Janus Balanced I -2.63 -1.19 -4.04 0.97 9.58 9.96
Delaware Foundation Moderate Allc I -3.11 -1.19 -5.16 -2.59 6.88 7.87
Calamos Growth & Income C -3.45 -1.19 -4.55 -0.50 7.09 8.28
Prudential Balanced R -2.22 -1.20 -3.98 0.17 9.37 10.48
Principal SAM Balanced R5 -3.02 -1.20 -4.53 -0.80 8.32 9.32
George Putnam Balanced R6 -3.48 -1.20 -4.64 1.36 --- ---
Oppenheimer Moderate Inv A Load Waived -3.20 -1.21 -4.59 -1.63 7.33 7.99
Oppenheimer Moderate Inv A -3.20 -1.21 -4.59 -1.63 7.33 7.99
Pacific Funds Port Optim Mod Adv -3.44 -1.22 -4.98 -1.94 --- ---
Janus Aspen Balanced Instl -2.62 -1.22 -4.03 0.91 9.70 10.17
JPMorgan Diversified A Load Waived -3.42 -1.23 -5.29 -0.87 8.93 9.67
JPMorgan Diversified A -3.42 -1.23 -5.29 -0.87 8.93 9.67
Janus Balanced D -2.66 -1.23 -4.06 0.89 9.50 9.89
American Funds College 2027 529A LW -2.60 -1.23 -4.15 -1.99 --- ---
American Funds College 2027 529A -2.60 -1.23 -4.15 -1.99 --- ---
PNC Balanced Allocation A Load Waived -2.94 -1.24 -4.43 -0.93 7.52 9.06
PNC Balanced Allocation A -2.94 -1.24 -4.43 -0.93 7.52 9.06
JPMorgan Investor Growth & Income Sel -3.27 -1.24 -4.92 -0.42 9.48 10.21
JHancock Lifestyle Balanced R3 -3.23 -1.24 -5.25 -2.93 7.05 7.91
Great-West Moderate Profile II Init -2.33 -1.24 -4.71 -0.53 8.24 8.75
AllianzGI Income & Growth D -3.02 -1.25 -5.41 -2.21 8.28 9.40
Principal SAM Balanced R4 -3.02 -1.26 -4.55 -0.86 8.19 9.19
MFS® Total Return R2 -2.86 -1.27 -3.84 0.47 9.07 9.37
George Putnam Balanced R5 -3.50 -1.27 -4.66 1.26 --- ---
Fidelity Advisor Asset Manager® 50% C -2.92 -1.27 -4.86 -1.75 5.91 6.97
American Funds Balanced Portfolio B -2.90 -1.27 -4.52 -0.79 8.20 ---
Principal SAM Balanced A Load Waived -3.04 -1.28 -4.54 -0.86 8.23 9.23
Principal SAM Balanced A -3.04 -1.28 -4.54 -0.86 8.23 9.23
Nationwide Inv Dest Mod A Load Waived -2.83 -1.28 -4.70 -2.00 6.92 7.97
Nationwide Inv Dest Mod A -2.83 -1.28 -4.70 -2.00 6.92 7.97
Fidelity Advisor Asset Manager® 50% B -2.96 -1.28 -4.84 -1.71 5.91 6.97
RidgeWorth Moderate Allocation Strat I -2.99 -1.29 -4.46 -0.69 7.13 7.97
Great-West SecureFoundation® Bal L -2.34 -1.29 -4.60 -0.77 7.69 ---
Archer Balanced -3.63 -1.29 -4.73 3.32 10.59 8.97
American Funds Balanced Portfolio C -2.91 -1.29 -4.58 -0.83 8.21 ---
JHancock Lifestyle Balanced R1 -3.24 -1.30 -5.35 -3.11 6.92 7.78
Janus Balanced T -2.66 -1.30 -4.08 0.80 9.40 9.77
BMO Balanced Allocation R6 -3.43 -1.30 -5.20 -1.38 --- ---
Franklin Moderate Allocation Advisor -3.34 -1.31 -5.27 -1.67 6.96 7.09
American Funds Balanced Portfolio R2 -2.91 -1.31 -4.52 -0.77 8.18 ---
AB Balance Wealth Strategy A LW -3.42 -1.31 -5.58 -2.97 7.00 7.42
AB Balance Wealth Strategy A -3.42 -1.31 -5.58 -2.97 7.00 7.42
Fidelity Advisor Asset Manager® 70% T -4.04 -1.32 -6.25 -1.97 8.50 9.26
American Funds Balanced Portfolio 529B -2.90 -1.32 -4.54 -0.86 8.11 ---
George Putnam Balanced Y -3.50 -1.33 -4.72 1.20 9.95 10.47
Dreyfus Balanced Opportunity J -2.86 -1.33 -4.25 0.45 10.02 10.39
Nuveen Strategy Growth Allocation R3 -3.53 -1.34 -5.92 -2.85 8.38 9.21
Principal SAM Balanced R3 -3.02 -1.35 -4.54 -1.04 7.99 9.00
MainStay Moderate Allocation I -3.17 -1.35 -5.19 -1.73 8.79 9.65
Janus Balanced A Load Waived -2.67 -1.35 -4.11 0.67 9.26 9.64
Janus Balanced A -2.67 -1.35 -4.11 0.67 9.26 9.64
Great-West Moderate Profile I Init -2.31 -1.35 -4.62 -0.59 8.07 8.60
American Funds Balanced Portfolio 529C -2.91 -1.35 -4.60 -0.87 8.10 ---
Pacific Funds Port Optim Mod A LW -3.51 -1.36 -5.05 -2.18 6.15 7.62
Pacific Funds Port Optim Mod A -3.51 -1.36 -5.05 -2.18 6.15 7.62
Fidelity Advisor® Balanced C -3.35 -1.36 -4.86 0.69 9.21 10.05
Hartford Balanced HLS IA -3.19 -1.37 -4.54 0.73 10.22 11.19
American Funds Balanced Portfolio R1 -2.98 -1.37 -4.58 -0.85 8.18 ---
Transamerica Partners Instl Balanced -2.74 -1.38 -3.82 1.31 9.52 10.95
Madison Moderate Allocation A LW -2.81 -1.38 -4.67 -0.71 7.38 8.12
Madison Moderate Allocation A -2.81 -1.38 -4.67 -0.71 7.38 8.12
Dreyfus Balanced Opportunity I -2.90 -1.38 -4.29 0.41 10.02 10.44
RidgeWorth Moderate Allocation Strat A -3.00 -1.39 -4.47 -0.83 6.97 7.75
RidgeWorth Moderate Allocation Stra A LW -3.00 -1.39 -4.47 -0.83 6.97 7.75
Nationwide Inv Dest Mod Svc -2.94 -1.39 -4.73 -2.11 6.84 7.86
Great-West Moderate Profile II L -2.37 -1.39 -4.74 -0.69 7.95 ---
Dreyfus Balanced Opportunity Z -2.87 -1.39 -4.27 0.34 9.92 10.25
Delaware Foundation Moderate Allc A LW -3.12 -1.39 -5.22 -2.82 6.63 7.61
Delaware Foundation Moderate Allc A -3.12 -1.39 -5.22 -2.82 6.63 7.61
AllianzGI Income & Growth R -3.11 -1.39 -5.53 -2.53 8.02 ---
AB Balance Wealth Strategy K -3.36 -1.39 -5.59 -3.05 6.92 7.36
BMO Balanced Allocation I -3.43 -1.40 -5.29 -1.48 --- ---
American Funds College 2027 529E -2.61 -1.40 -4.17 -2.22 --- ---
RiverFront Moderate Growth & Income C -3.37 -1.41 -5.65 -2.31 5.46 5.69
Oppenheimer Moderate Inv R -3.22 -1.41 -4.71 -1.92 7.06 7.71
Fidelity Advisor® Balanced B -3.37 -1.41 -4.88 0.62 9.14 9.98
BlackRock Balanced Capital Instl -2.76 -1.41 -3.46 1.98 10.86 11.46
JPMorgan Investor Growth & Income A LW -3.34 -1.42 -4.98 -0.67 9.18 9.94
JPMorgan Investor Growth & Income A -3.34 -1.42 -4.98 -0.67 9.18 9.94
Franklin Moderate Allocation A LW -3.34 -1.42 -5.34 -1.90 6.70 6.84
Franklin Moderate Allocation A -3.34 -1.42 -5.34 -1.90 6.70 6.84
Hartford Checks and Balances R5 -3.12 -1.43 -4.95 -0.29 11.24 10.34
Cavanal Hill Balanced C -2.62 -1.43 -4.07 --- --- ---
Vantagepoint Model Port Tradtnl Gr TM -3.09 -1.45 -5.03 -1.72 --- ---
Janus Balanced S -2.67 -1.45 -4.15 0.53 9.11 9.50
Fidelity Advisor Asset Manager® 60% B -3.45 -1.45 -5.62 -2.02 6.92 7.81
Prudential Balanced C -2.21 -1.47 -4.10 -0.29 8.84 9.93
Praxis Genesis Balanced A Load Waived -2.97 -1.47 -4.50 -1.12 7.14 7.95
Praxis Genesis Balanced A -2.97 -1.47 -4.50 -1.12 7.14 7.95
George Putnam Balanced A Load Waived -3.52 -1.47 -4.75 0.94 9.68 10.19
George Putnam Balanced A -3.52 -1.47 -4.75 0.94 9.68 10.19
Fidelity Advisor Asset Manager® 60% C -3.50 -1.47 -5.62 -2.08 6.90 7.81
Dreyfus Balanced Opportunity A LW -2.91 -1.48 -4.30 0.19 9.78 10.16
Dreyfus Balanced Opportunity A -2.91 -1.48 -4.30 0.19 9.78 10.16
American Funds American Balanced R6 -3.22 -1.50 -4.15 0.94 10.73 11.89
American Century Strat Allc: Mod R6 -3.38 -1.50 -5.11 -0.83 --- ---
Pacific Funds Port Optim Mod R -3.52 -1.51 -5.12 -2.40 5.91 7.38
MainStay Moderate Allocation A LW -3.19 -1.51 -5.22 -1.99 8.49 9.36
MainStay Moderate Allocation A -3.19 -1.51 -5.22 -1.99 8.49 9.36
Principal SAM Balanced R2 -3.03 -1.52 -4.61 -1.25 7.80 8.79
American Funds American Balanced R5 -3.22 -1.52 -4.16 0.89 10.67 11.83
Prudential Balanced B -2.21 -1.53 -4.10 -0.35 8.81 9.93
Nationwide Inv Dest Mod R -2.90 -1.53 -4.78 -2.30 6.60 7.60
MassMutual RetireSMART Mod I -3.02 -1.53 -4.93 -2.64 --- ---
JHancock Lifestyle Balanced C -3.28 -1.53 -5.42 -3.42 6.58 7.41
JHancock Lifestyle Balanced B -3.29 -1.53 -5.36 -3.38 6.56 7.40
Hartford Balanced HLS IB -3.22 -1.53 -4.59 0.42 9.94 10.91
American Funds College 2024 529F1 -1.86 -1.53 -3.41 -1.54 --- ---
JPMorgan Diversified C -3.44 -1.54 -5.38 -1.36 8.38 9.12
JPMorgan Investor Balanced C -2.55 -1.55 -4.08 -1.08 6.67 7.37
Hartford Balanced Y -3.42 -1.55 -4.82 0.58 10.07 11.07
BlackRock Balanced Capital Inv A LW -2.81 -1.55 -3.52 1.69 10.54 11.12
BlackRock Balanced Capital Inv A -2.81 -1.55 -3.52 1.69 10.54 11.12
American Funds American Balanced F2 -3.22 -1.55 -4.14 0.84 10.60 11.78
Highland Total Return Y -3.24 -1.56 -4.31 -2.06 6.88 7.55
Principal SAM Balanced R1 -3.02 -1.58 -4.63 -1.35 7.66 8.65
MainStay Moderate Allocation Inv -3.19 -1.58 -5.29 -2.15 8.31 9.18
Hartford Checks and Balances I -3.12 -1.58 -4.98 -0.35 11.22 10.32
Transamerica Partners Balanced -2.77 -1.59 -3.83 0.98 9.15 10.57
Hartford Balanced R5 -3.42 -1.59 -4.79 0.51 10.01 11.01
George Putnam Balanced R -3.53 -1.59 -4.81 0.77 9.41 9.93
MFS® Total Return C -2.89 -1.60 -4.00 -0.03 8.53 8.82
Janus Balanced R -2.68 -1.60 -4.19 0.30 8.84 9.23
BMO Balanced Allocation Y -3.54 -1.60 -5.30 -1.82 --- ---
Vantagepoint Model Port Tradtnl Gr Inv M -3.10 -1.61 -5.12 -1.96 7.58 8.36
Nuveen Strategy Growth Allocation C -3.58 -1.61 -6.01 -3.35 7.83 8.66
MFS® Total Return R1 -2.91 -1.61 -4.03 -0.08 8.52 8.81
Delaware Foundation Moderate Allc R -3.22 -1.61 -5.31 -3.17 6.33 7.32
American Funds College 2024 529A LW -1.86 -1.61 -3.42 -1.70 --- ---
American Funds College 2024 529A -1.86 -1.61 -3.42 -1.70 --- ---
AB Balance Wealth Strategy R -3.45 -1.61 -5.68 -3.39 6.60 7.03
Transamerica Multi-Mgd Balanced I -2.91 -1.62 -4.02 1.08 9.27 12.63
MFS® Total Return B -2.90 -1.62 -4.02 -0.04 8.53 8.82
American Funds American Balanced 529F -3.22 -1.62 -4.15 0.78 10.52 11.69
Schwab MarketTrack Balanced -2.91 -1.63 -4.74 -0.91 7.55 8.59
MFS® Total Return 529C -2.95 -1.63 -4.02 -0.13 8.46 8.75
MassMutual RetireSMART Moderate R5 -3.02 -1.63 -4.94 -2.73 6.69 ---
American Century One Choice Mod Inv -3.38 -1.63 -5.20 -1.02 8.03 9.41
MFS® Total Return 529B -2.91 -1.64 -3.98 -0.09 8.47 8.76
Federated MDT Balanced Instl -2.99 -1.64 -4.70 -0.43 10.78 10.44
American Funds American Balanced A LW -3.22 -1.64 -4.18 0.68 10.39 11.55
American Funds American Balanced A -3.22 -1.64 -4.18 0.68 10.39 11.55
Hartford Checks and Balances A LW -3.12 -1.65 -5.02 -0.46 10.98 10.04
Hartford Checks and Balances A -3.12 -1.65 -5.02 -0.46 10.98 10.04
Pioneer Classic Balanced C -3.46 -1.66 -4.48 -0.53 8.92 9.44
Franklin Moderate Allocation R -3.42 -1.67 -5.43 -2.22 6.41 6.55
American Funds American Balanced R2E -3.26 -1.67 -4.20 --- --- ---
Fidelity Advisor Asset Manager® 70% C -4.06 -1.68 -6.38 -2.45 7.96 8.73
Hartford Checks and Balances R4 -3.22 -1.69 -5.04 -0.65 10.89 9.98
BNY Mellon Asset Allocation M -3.89 -1.69 -5.72 -1.74 7.55 7.56
Touchstone Balanced Allocation Y -2.82 -1.70 -4.32 -2.92 6.43 7.84
TETON Westwood Balanced I -3.01 -1.70 -4.09 0.84 8.75 9.29
Fidelity Advisor Asset Manager® 70% B -4.05 -1.70 -6.38 -2.49 7.87 8.65
BMO Balanced Allocation R3 -3.44 -1.70 -5.31 -1.95 --- ---
American Century Strat Allc: Mod Instl -3.38 -1.70 -5.15 -0.99 7.87 9.35
AllianzGI Income & Growth C -3.03 -1.70 -5.54 -2.93 7.50 8.60
Touchstone Balanced Allocation Instl -2.83 -1.71 -4.34 -2.94 6.43 7.86
Highland Total Return A Load Waived -3.25 -1.71 -4.38 -2.31 6.60 7.31
Highland Total Return A -3.25 -1.71 -4.38 -2.31 6.60 7.31
American Funds American Balanced R4 -3.22 -1.71 -4.20 0.63 10.35 11.51
American Funds American Balanced F1 -3.22 -1.71 -4.20 0.62 10.33 11.50
PNC Balanced Allocation C -2.98 -1.72 -4.59 -1.65 6.76 8.27
MassMutual RetireSMART Moderate Svc -3.02 -1.73 -4.93 -2.83 6.66 ---
American Funds College 2027 529B -2.61 -1.73 -4.26 -2.70 --- ---
American Funds American Balanced 529A LW -3.22 -1.73 -4.21 0.59 10.29 11.45
American Funds American Balanced 529A -3.22 -1.73 -4.21 0.59 10.29 11.45
Sentinel Balanced I -3.17 -1.74 -4.12 -0.56 8.74 10.45
Dreyfus Moderate Allocation -3.02 -1.74 -4.71 -2.47 6.39 7.45
American Funds College 2027 529C -2.62 -1.74 -4.27 -2.71 --- ---
Principal SAM Balanced C -3.08 -1.76 -4.75 -1.58 7.43 8.42
Federated MDT Balanced A Load Waived -3.00 -1.76 -4.77 -0.67 10.51 10.16
Federated MDT Balanced A -3.00 -1.76 -4.77 -0.67 10.51 10.16
AB Balance Wealth Strategy C -3.39 -1.76 -5.71 -3.62 6.24 6.67
RidgeWorth Moderate Allocation Strat C -3.03 -1.77 -4.60 -1.36 6.35 7.07
Hartford Balanced R4 -3.47 -1.77 -4.85 0.23 9.67 10.67
BlackRock Balanced Capital R -2.81 -1.77 -3.60 1.33 10.15 10.72
QS Legg Mason Moderate Growth I -3.50 -1.79 -5.47 -3.01 9.01 10.34
Oppenheimer Moderate Inv B -3.24 -1.79 -4.83 -2.41 6.50 7.12
American Funds College 2024 529E -1.87 -1.79 -3.51 -1.94 --- ---
American Century Strat Allc: Mod Inv -3.38 -1.79 -5.19 -1.19 7.65 9.14
Transamerica Multi-Mgd Balanced A LW -2.92 -1.80 -4.11 0.80 8.90 12.22
Transamerica Multi-Mgd Balanced A -2.92 -1.80 -4.11 0.80 8.90 12.22
Oppenheimer Moderate Inv C -3.27 -1.80 -4.87 -2.47 6.52 7.17
JPMorgan Investor Growth & Income C -3.37 -1.80 -5.16 -1.18 8.62 9.36
George Putnam Balanced M -3.58 -1.80 -4.87 0.46 9.14 9.65
Pacific Funds Port Optim Mod B -3.55 -1.81 -5.23 -2.85 5.45 6.90
TETON Westwood Balanced AAA -3.00 -1.82 -4.15 0.67 8.50 9.03
Hartford Balanced A Load Waived -3.46 -1.82 -4.89 0.18 9.60 10.60
Hartford Balanced A -3.46 -1.82 -4.89 0.18 9.60 10.60
Dreyfus Growth Allocation -3.57 -1.82 -5.47 -2.27 8.29 9.02
DFA Global Allocation 60/40 I -2.85 -1.82 -5.34 -3.58 7.37 8.11
BNY Mellon Asset Allocation Inv -3.88 -1.82 -5.74 -1.90 7.30 7.29
Touchstone Balanced Allocation A LW -2.75 -1.83 -4.31 -3.10 6.19 7.58
Touchstone Balanced Allocation A -2.75 -1.83 -4.31 -3.10 6.19 7.58
MassMutual RetireSMART Moderate Admin -3.12 -1.83 -5.02 -2.94 6.53 ---
Nationwide Inv Dest Mod C -2.97 -1.84 -4.87 -2.72 6.16 7.19
Janus Balanced C -2.72 -1.84 -4.26 -0.04 8.45 8.85
AB Balance Wealth Strategy B -3.47 -1.84 -5.78 -3.70 6.21 6.63
JHancock Balanced R6 -3.03 -1.85 -4.94 -0.86 9.54 ---
Delaware Foundation Moderate Allc C -3.21 -1.85 -5.33 -3.58 5.82 6.79
JHancock Balanced R5 -3.02 -1.87 -4.95 -0.93 9.46 9.88
Vanguard Wellington™ Admiral™ -3.32 -1.88 -4.50 0.10 9.99 10.88
Pacific Funds Port Optim Mod C -3.62 -1.88 -5.30 -2.92 5.43 6.88
Highland Total Return R -3.28 -1.88 -4.40 -2.55 6.37 7.07
Osterweis Strategic Investment -3.96 -1.89 -7.09 -3.68 10.15 ---
American Funds American Balanced 529E -3.23 -1.89 -4.27 0.34 10.03 11.16
Frost Moderate Allocation Instl -3.14 -1.90 -4.91 -1.72 7.08 7.78
First Investors Total Return Adv -2.54 -1.90 -5.83 -1.65 --- ---
ESG Managers® Balanced Port Inst -3.13 -1.90 -5.16 -1.15 8.16 8.27
American Funds American Balanced R3 -3.23 -1.90 -4.25 0.33 10.02 11.18
JHancock Lifestyle II Balanced R6 -3.22 -1.91 -5.43 -2.02 --- ---
GuidePath Tact Constnd Asst Allc Instl -3.84 -1.91 -6.26 -2.86 --- ---
JHancock Lifestyle II Balanced 1 -3.22 -1.92 -5.35 -2.01 --- ---
Hartford Checks and Balances R3 -3.22 -1.92 -5.12 -0.90 10.55 9.65
MassMutual RetireSMART Mod R4 -3.12 -1.93 -5.12 -3.18 --- ---
George Putnam Balanced B -3.58 -1.93 -4.92 0.26 8.89 9.37
Franklin Moderate Allocation C -3.44 -1.93 -5.49 -2.67 5.89 6.04
Federated MDT Balanced R -3.06 -1.94 -4.83 -0.94 10.16 9.76
1919 Socially Responsive Balanced I -3.43 -1.94 -3.94 -0.47 8.51 9.71
Vanguard Wellington™ Inv -3.34 -1.95 -4.52 0.01 9.90 10.79
JHancock Balanced I -3.03 -1.95 -4.93 -0.98 9.43 9.84
Hartford Balanced R3 -3.47 -1.95 -4.98 -0.11 9.34 10.34
First Investors Total Return Instl -2.59 -1.95 -5.91 -1.72 --- ---
Arrow DWA Balanced Institutional -3.97 -1.95 -5.91 -2.23 5.83 ---
Sentinel Balanced A Load Waived -3.20 -1.96 -4.22 -0.83 8.48 10.28
Sentinel Balanced A -3.20 -1.96 -4.22 -0.83 8.48 10.28
George Putnam Balanced C -3.61 -1.96 -4.95 0.22 8.87 9.37
Value Line Income & Growth -4.38 -1.97 -5.01 0.61 9.94 9.65
Russell LifePoints Balanced Strategy R1 -3.23 -1.98 -5.54 -2.90 6.34 7.20
Madison Moderate Allocation C -2.91 -1.99 -4.87 -1.51 6.56 7.31
Madison Moderate Allocation B -2.91 -1.99 -4.95 -1.51 6.56 7.29
Dreyfus Balanced Opportunity C -2.96 -1.99 -4.49 -0.59 8.94 9.33
SunAmerica Focused Multi-Asset Strat A -3.21 -2.00 -5.08 -1.62 7.50 7.26
SunAmerica Focused Multi-Asset Stra A LW -3.21 -2.00 -5.08 -1.62 7.50 7.26
SunAmerica Focused Balanced Strategy A -3.06 -2.00 -4.97 -1.67 7.20 7.84
SunAmerica Focused Balanced Strateg A LW -3.06 -2.00 -4.97 -1.67 7.20 7.84
Brown Advisory Multi-Strategy Instl -2.78 -2.00 -4.39 --- --- ---
American Century Strat Allc: Mod A LW -3.52 -2.00 -5.26 -1.39 7.37 8.86
American Century Strat Allc: Mod A -3.52 -2.00 -5.26 -1.39 7.37 8.86
TETON Westwood Balanced A Load Waived -3.07 -2.01 -4.18 0.34 8.19 8.74
TETON Westwood Balanced A -3.07 -2.01 -4.18 0.34 8.19 8.74
JHancock Balanced R4 -3.07 -2.01 -4.99 -1.12 9.25 9.62
ESG Managers® Balanced Port A LW -3.13 -2.01 -5.20 -1.38 7.88 7.89
ESG Managers® Balanced Port A -3.13 -2.01 -5.20 -1.38 7.88 7.89
Russell LifePoints Balanced Strategy S -3.23 -2.02 -5.55 -2.97 6.22 7.06
Frost Moderate Allocation Investor -3.14 -2.02 -4.98 -1.96 6.83 7.47
Northern Global Tactical Asset Allc -2.71 -2.03 -5.23 -4.83 5.37 7.05
MassMutual RetireSMART Moderate A LW -3.12 -2.03 -5.12 -3.21 6.26 ---
MassMutual RetireSMART Moderate A -3.12 -2.03 -5.12 -3.21 6.26 ---
DFA Global Allocation 60/40 R2 -2.95 -2.03 -5.41 -3.82 7.12 7.83
MassMutual RetireSMART Mod R3 -3.12 -2.04 -5.13 -3.38 --- ---
QS Legg Mason Moderate Growth A LW -3.54 -2.05 -5.53 -3.28 8.78 10.08
QS Legg Mason Moderate Growth A -3.54 -2.05 -5.53 -3.28 8.78 10.08
MainStay Moderate Allocation C -3.30 -2.05 -5.43 -2.85 7.51 8.38
BlackRock Balanced Capital Inv C -2.88 -2.05 -3.74 0.89 9.68 10.26
1919 Socially Responsive Balanced A LW -3.48 -2.07 -4.00 -0.70 8.22 9.39
1919 Socially Responsive Balanced A -3.48 -2.07 -4.00 -0.70 8.22 9.39
Pax World Balanced Instl -3.22 -2.10 -4.14 -0.42 8.49 9.37
JHancock Balanced A Load Waived -3.08 -2.10 -5.00 -1.29 9.06 9.46
JHancock Balanced A -3.08 -2.10 -5.00 -1.29 9.06 9.46
Invesco Equity and Income R6 -3.83 -2.11 -4.99 -0.77 --- ---
Hartford Checks and Balances C -3.23 -2.11 -5.22 -1.28 10.10 9.23
Arrow DWA Balanced A Load Waived -3.99 -2.11 -6.01 -2.48 5.55 6.37
Arrow DWA Balanced A -3.99 -2.11 -6.01 -2.48 5.55 6.37
Russell LifePoints Balanced Strategy R4 -3.25 -2.12 -5.57 -3.11 6.10 6.95
Russell LifePoints Balanced Strategy A -3.26 -2.12 -5.56 -3.14 5.98 6.81
Russell LifePoints Balanced Strateg A LW -3.26 -2.12 -5.56 -3.14 5.98 6.81
MainStay Moderate Allocation B -3.30 -2.13 -5.50 -2.92 7.51 8.38
Calvert Balanced I -3.53 -2.13 -5.31 0.70 8.71 10.25
American Funds College 2024 529C -1.88 -2.13 -3.62 -2.49 --- ---
American Funds College 2024 529B -1.96 -2.13 -3.69 -2.53 --- ---
American Funds American Balanced R2 -3.28 -2.13 -4.34 -0.06 9.58 10.71
American Century Strat Allc: Mod R -3.54 -2.15 -5.41 -1.68 7.12 8.59
Russell LifePoints Balanced Strategy E -3.25 -2.16 -5.57 -3.18 5.96 6.80
Invesco Equity and Income R5 -3.83 -2.16 -5.01 -0.86 11.41 11.49
Hartford Checks and Balances B -3.23 -2.16 -5.25 -1.36 10.05 9.14
QS Legg Mason Moderate Growth R -3.55 -2.17 -5.60 -3.52 --- ---
First Investors Total Return A LW -2.60 -2.17 -5.99 -2.10 8.34 10.16
First Investors Total Return A -2.60 -2.17 -5.99 -2.10 8.34 10.16
American Funds American Balanced B -3.31 -2.17 -4.39 -0.10 9.56 10.70
JHancock Balanced R2 -3.08 -2.19 -5.07 -1.42 9.12 ---
Invesco Equity and Income Y -3.83 -2.20 -5.03 -0.85 11.33 11.39
Highland Total Return C -3.33 -2.20 -4.56 -3.06 5.80 6.50
American Funds American Balanced R1 -3.28 -2.20 -4.37 -0.11 9.54 10.67
American Funds American Balanced C -3.28 -2.20 -4.39 -0.16 9.52 10.66
Huntington Balanced Allocation A LW -2.63 -2.21 -4.31 -3.46 4.52 5.99
Huntington Balanced Allocation A -2.63 -2.21 -4.31 -3.46 4.52 5.99
American Funds American Balanced 529B -3.30 -2.22 -4.41 -0.19 9.44 10.57
Virtus Balanced A Load Waived -3.42 -2.23 -5.91 -3.93 6.49 8.92
Virtus Balanced A -3.42 -2.23 -5.91 -3.93 6.49 8.92
BlackRock Balanced Capital Inv B -2.85 -2.23 -3.76 0.62 9.39 10.01
American Funds American Balanced 529C -3.31 -2.23 -4.40 -0.23 9.43 10.58
Hartford Balanced C -3.51 -2.24 -5.01 -0.48 8.85 9.83
Transamerica Multi-Mgd Balanced C -3.01 -2.25 -4.26 0.13 8.20 11.53
Russell LifePoints Balanced Strategy R5 -3.25 -2.25 -5.62 -3.30 5.84 6.70
GuidePath Tact Constnd Asst Allc Svc -3.83 -2.26 -6.34 -3.40 6.83 ---
JHancock Balanced R3 -3.07 -2.27 -5.10 -1.53 8.82 9.22
Federated MDT Balanced C -3.10 -2.27 -4.95 -1.42 9.68 9.34
Touchstone Balanced Allocation C -2.83 -2.28 -4.54 -3.85 5.39 6.79
Pax World Balanced Individual Inv -3.26 -2.28 -4.22 -0.68 8.21 9.09
Calvert Balanced Y -3.55 -2.28 -5.33 0.43 --- ---
TETON Westwood Balanced C -3.11 -2.31 -4.34 -0.11 7.67 8.21
Invesco Equity and Income A Load Waived -3.83 -2.32 -5.00 -1.10 11.09 11.11
Invesco Equity and Income A -3.83 -2.32 -5.00 -1.10 11.09 11.11
MassMutual Premier Balanced I -3.45 -2.33 -5.02 -1.04 --- ---
VY Invesco Equity and Income I -3.36 -2.35 -5.14 -1.24 11.02 11.08
JHancock Balanced R1 -3.12 -2.37 -5.12 -1.68 8.68 9.12
Hartford Balanced B -3.53 -2.37 -5.07 -0.70 8.65 9.65
SunAmerica Focused Multi-Asset Strat C -3.29 -2.38 -5.28 -2.28 6.79 6.56
Perkins Value Plus Income I -2.47 -2.38 -4.39 -0.48 7.65 9.17
Perkins Value Plus Income T -2.32 -2.39 -4.34 -0.49 7.53 9.01
Calvert Balanced A Load Waived -3.58 -2.39 -5.41 0.23 8.18 9.71
Calvert Balanced A -3.58 -2.39 -5.41 0.23 8.18 9.71
Manning & Napier Strategic Inc Modrt I -2.50 -2.40 -4.29 -3.02 5.96 ---
SunAmerica Focused Balanced Strategy C -3.14 -2.41 -5.15 -2.31 6.50 7.14
MassMutual Premier Balanced R5 -3.53 -2.41 -5.02 -1.18 8.36 9.73
Centre Multi-Asset Real Return Instl -2.32 -2.42 -5.31 -6.36 --- ---
Transamerica Multi-Mgd Balanced B -3.02 -2.43 -4.33 -0.14 7.91 11.24
Sentinel Balanced C -3.24 -2.43 -4.39 -1.55 7.63 9.41
SEI Aggressive Strategy A (SAAT) -4.46 -2.43 -7.47 -4.24 7.95 9.60
American Century Strat Allc: Mod C -3.54 -2.43 -5.55 -2.23 6.57 8.05
American Century Strat Allc: Mod B -3.55 -2.43 -5.42 -2.10 6.58 8.06
SunAmerica Focused Multi-Asset Strat B -3.29 -2.44 -5.28 -2.36 6.75 6.53
Perkins Value Plus Income S -2.25 -2.44 -4.31 -0.58 7.32 8.81
Pax World Balanced R -3.32 -2.45 -4.30 -0.93 7.93 8.81
State Farm Balanced -3.35 -2.46 -4.66 -0.18 7.63 8.03
MassMutual Premier Balanced Svc -3.48 -2.47 -5.05 -1.28 8.23 9.60
USAA Cornerstone Moderate -3.13 -2.48 -5.49 -3.90 5.27 6.66
QS Legg Mason Moderate Growth C -3.61 -2.48 -5.69 -3.96 8.05 9.35
SunAmerica Focused Balanced Strategy B -3.15 -2.49 -5.13 -2.35 6.45 7.10
Perkins Value Plus Income D -2.48 -2.50 -4.49 -0.55 7.53 9.06
1919 Socially Responsive Balanced C -3.50 -2.50 -4.15 -1.41 7.48 8.65
Manning & Napier Strategic Inc Modrt S -2.50 -2.51 -4.35 -3.17 5.78 ---
Invesco Equity and Income R -3.91 -2.52 -5.13 -1.43 10.77 10.83
ESG Managers® Balanced Port C -3.17 -2.54 -5.35 -2.09 7.11 7.10
Regal Total Return A Load Waived -2.65 -2.55 -4.98 -2.36 --- ---
Regal Total Return A -2.65 -2.55 -4.98 -2.36 --- ---
JHancock Balanced B -3.14 -2.55 -5.18 -2.00 8.30 8.69
Columbia Flexible Capital Income I -3.11 -2.56 -7.00 -5.34 7.55 ---
Perkins Value Plus Income A Load Waived -2.50 -2.57 -4.52 -0.69 7.35 8.90
Perkins Value Plus Income A -2.50 -2.57 -4.52 -0.69 7.35 8.90
MassMutual Premier Balanced Adm -3.52 -2.57 -5.08 -1.39 8.08 9.43
1919 Socially Responsive Balanced B -3.53 -2.57 -4.20 -1.53 7.11 8.27
Arrow DWA Balanced C -4.01 -2.58 -6.11 -3.14 4.79 5.58
Russell LifePoints Balanced Strategy C -3.31 -2.60 -5.74 -3.81 5.19 6.01
SEI Aggressive Strategy I (SAAT) -4.50 -2.61 -7.57 -4.52 7.65 9.32
JHancock Balanced C -3.14 -2.61 -5.18 -2.00 8.30 8.69
QS Legg Mason Moderate Growth B -3.59 -2.64 -5.76 -4.20 7.74 9.09
Centre Multi-Asset Real Return Investor -2.33 -2.64 -5.44 -6.64 --- ---
Ascendant Balanced I -2.15 -2.64 -4.22 -4.17 6.89 ---
VY Invesco Equity and Income A -3.37 -2.66 -5.25 -1.71 10.46 10.53
Dodge & Cox Balanced -4.13 -2.70 -5.35 -1.72 12.50 12.77
MassMutual Premier Balanced A LW -3.53 -2.71 -5.20 -1.70 7.83 9.15
MassMutual Premier Balanced A -3.53 -2.71 -5.20 -1.70 7.83 9.15
Pacific Financial Fth & Vls Bsd Mod Inv -3.40 -2.72 -5.29 -3.05 --- ---
MassMutual Premier Balanced R4 -3.54 -2.72 -5.13 -1.58 --- ---
First Investors Total Return B -2.70 -2.72 -6.18 -2.87 7.51 9.34
Virtus Balanced C -3.46 -2.74 -6.07 -4.66 5.70 8.11
Neiman Balanced Allocation A LW -3.38 -2.74 -5.51 -2.76 5.93 6.52
Neiman Balanced Allocation A -3.38 -2.74 -5.51 -2.76 5.93 6.52
Columbia Flexible Capital Income R5 -3.17 -2.74 -7.06 -5.51 --- ---
Wilmington Strategic Allc Mod Instl -5.87 -2.75 -7.39 -3.44 5.27 6.51
Virtus Balanced B -3.45 -2.77 -6.07 -4.65 5.69 8.11
Columbia Flexible Capital Income R4 -3.17 -2.78 -7.16 -5.60 --- ---
MainStay Balanced I -2.34 -2.79 -4.36 -0.48 10.74 10.94
MassMutual Premier Balanced R3 -3.54 -2.80 -5.14 -1.70 --- ---
Columbia Flexible Capital Income Z -3.20 -2.81 -7.13 -5.63 7.37 ---
Virtus Tactical Allocation A LW -3.80 -2.82 -6.66 -4.96 7.02 8.91
Virtus Tactical Allocation A -3.80 -2.82 -6.66 -4.96 7.02 8.91
Eudora -2.36 -2.82 -5.83 -1.99 --- ---
New Century Balanced -3.65 -2.84 -6.18 -3.79 7.08 8.19
Invesco Equity and Income C -3.90 -2.84 -5.27 -1.92 10.22 10.29
Invesco Equity and Income B -3.92 -2.85 -5.21 -1.85 10.26 10.56
SEI Aggressive Strategy D (SAAT) -4.48 -2.86 -7.64 -4.89 7.14 ---
Natixis Diversified Income Y -1.88 -2.86 -3.76 -0.38 --- ---
Ascendant Balanced A Load Waived -2.16 -2.86 -4.30 -4.44 6.60 ---
Ascendant Balanced A -2.16 -2.86 -4.30 -4.44 6.60 ---
Wilmington Strategic Allc Mod A LW -5.87 -2.87 -7.45 -3.68 4.99 6.25
Wilmington Strategic Allc Mod A -5.87 -2.87 -7.45 -3.68 4.99 6.25
MainStay Balanced R1 -2.35 -2.88 -4.39 -0.59 10.62 10.83
Calvert Balanced C -3.64 -2.90 -5.59 -0.57 7.33 8.82
USAA Cornerstone Moderately Agrsv -3.51 -2.91 -6.22 -4.75 5.62 6.31
Westwood Income Opportunity Instl -2.54 -2.92 -4.24 -1.97 6.76 8.19
Columbia Flexible Capital Income W -3.19 -2.92 -7.18 -5.81 7.12 ---
American Beacon Balanced AMR -3.43 -2.92 -5.85 -1.88 10.12 10.84
MainStay Balanced A Load Waived -2.35 -2.95 -4.43 -0.77 10.46 10.66
MainStay Balanced A -2.35 -2.95 -4.43 -0.77 10.46 10.66
Rx MAR Tactical Moderate Growth Instl -3.70 -2.98 -6.63 -2.12 --- ---
MainStay Balanced R2 -2.35 -3.00 -4.45 -0.85 10.35 10.56
Columbia Flexible Capital Income A LW -3.20 -3.00 -7.19 -5.87 7.11 ---
Columbia Flexible Capital Income A -3.20 -3.00 -7.19 -5.87 7.11 ---
American Century Balanced Instl -3.29 -3.00 -4.87 -0.64 8.44 10.53
Natixis Diversified Income A LW -1.89 -3.01 -3.81 -0.63 6.01 8.50
Natixis Diversified Income A -1.89 -3.01 -3.81 -0.63 6.01 8.50
Presidential® Managed Rsk Mod I -3.40 -3.03 -5.61 -5.05 --- ---
MainStay Balanced Inv -2.38 -3.04 -4.46 -0.91 10.26 10.46
FPA Crescent -2.80 -3.04 -5.06 -1.98 9.18 9.88
Perkins Value Plus Income C -2.56 -3.09 -4.70 -1.42 6.59 8.19
American Century Balanced Inv -3.29 -3.09 -4.92 -0.84 8.23 10.30
American Beacon Balanced Instl -3.46 -3.09 -5.92 -2.14 9.82 10.55
Westwood Income Opportunity A LW -2.62 -3.11 -4.31 -2.21 6.49 7.92
Westwood Income Opportunity A -2.62 -3.11 -4.31 -2.21 6.49 7.92
American Beacon Balanced Y -3.46 -3.11 -5.93 -2.23 9.72 10.43
Presidential® Managed Rsk Mod A -3.41 -3.13 -5.61 -5.29 --- ---
Columbia Flexible Capital Income R -3.20 -3.13 -7.26 -6.11 6.83 ---
Delaware Dividend Income Instl -2.55 -3.15 -5.83 -3.33 9.36 10.30
MainStay Balanced R3 -2.38 -3.16 -4.49 -1.08 10.08 10.28
Nationwide Diverse Managers Instl Svc -2.64 -3.17 -5.12 -4.74 --- ---
WesMark Balanced -3.20 -3.19 -5.32 -2.30 5.84 8.64
Madison Diversified Income A LW -2.44 -3.22 -3.95 -1.69 6.26 8.16
Madison Diversified Income A -2.44 -3.22 -3.95 -1.69 6.26 8.16
Delaware Dividend Income A Load Waived -2.58 -3.24 -5.89 -3.57 9.09 10.02
Delaware Dividend Income A -2.58 -3.24 -5.89 -3.57 9.09 10.02
Rx MAR Tactical Moderate Growth A LW -3.72 -3.27 -6.75 -2.47 --- ---
Rx MAR Tactical Moderate Growth A -3.72 -3.27 -6.75 -2.47 --- ---
Invesco Moderate Allocation Y -3.36 -3.27 -5.90 -5.06 5.11 7.41
HSBC World Selection Balanced Strat A LW -4.56 -3.29 -7.56 -6.51 5.92 7.33
HSBC World Selection Balanced Strat A -4.56 -3.29 -7.56 -6.51 5.92 7.33
American Beacon Balanced Inv -3.48 -3.30 -5.99 -2.48 9.47 10.17
Virtus Tactical Allocation C -3.92 -3.31 -6.79 -5.70 6.22 8.09
Lord Abbett Multi-Asset Balanced Opp F -3.49 -3.31 -6.99 -4.21 8.60 8.83
Presidential® Managed Rsk Mod C -3.41 -3.32 -5.71 -5.53 --- ---
Lord Abbett Multi-Asset Balanced Opp I -3.56 -3.33 -7.04 -4.19 8.67 8.94
AT Income Opportunities Institutional -2.54 -3.33 -6.48 -2.04 --- ---
Hennessy Balanced Investor -2.68 -3.34 -4.24 -3.42 3.12 5.66
American Beacon Balanced A Load Waived -3.49 -3.34 -6.01 -2.53 9.32 10.03
American Beacon Balanced A -3.49 -3.34 -6.01 -2.53 9.32 10.03
Invesco Moderate Allocation S -3.36 -3.35 -5.95 -5.14 4.99 7.25
Ascendant Balanced C -2.28 -3.35 -4.53 -5.15 5.75 ---
Neiman Balanced Allocation C -3.50 -3.36 -5.83 -3.57 5.31 5.68
QS Legg Mason Dynamic Multi-Strategy I -3.76 -3.37 -6.10 -3.58 --- ---
Virtus Tactical Allocation B -3.96 -3.38 -6.88 -5.76 6.24 8.10
Invesco Moderate Allocation R5 -3.59 -3.38 -6.10 -5.20 5.08 7.39
Columbia Flexible Capital Income C -3.21 -3.38 -7.32 -6.54 6.32 ---
Manning & Napier Pro-Blend Extnd Term I -3.58 -3.40 -5.42 -6.25 7.18 8.30
Invesco Moderate Allocation A LW -3.36 -3.40 -5.97 -5.31 4.85 7.14
Invesco Moderate Allocation A -3.36 -3.40 -5.97 -5.31 4.85 7.14
Delaware Dividend Income R -2.60 -3.40 -5.95 -3.81 8.81 9.75
American Beacon Balanced Adv -3.50 -3.40 -6.03 -2.62 9.29 9.99
Lord Abbett Multi-Asset Balanced Opp A -3.51 -3.41 -7.03 -4.36 8.42 8.65
Lord Abbett Multi-Asset Balanced Op A LW -3.51 -3.41 -7.03 -4.36 8.42 8.65
Hennessy Equity and Income Institutional -3.29 -3.45 -5.26 0.57 8.23 10.35
MainStay Balanced C -2.42 -3.51 -4.64 -1.63 9.45 9.65
QS Legg Mason Dynamic Multi-Strategy A -3.76 -3.52 -6.18 -3.80 8.06 ---
QS Legg Mason Dynamic Multi-Strateg A LW -3.76 -3.52 -6.18 -3.80 8.06 ---
Natixis Diversified Income C -2.03 -3.52 -4.08 -1.41 5.19 7.67
Invesco Moderate Allocation R -3.37 -3.53 -6.04 -5.50 4.59 6.86
MainStay Balanced B -2.45 -3.54 -4.64 -1.63 9.45 9.64
Hotchkis & Wiley Capital Income I -3.96 -3.54 -6.57 -3.68 9.94 ---
Intrepid Capital Institutional -1.96 -3.56 -7.01 -5.00 6.62 8.10
Manning & Napier Pro-Blend Extnd Term S -3.63 -3.58 -5.49 -6.50 6.92 8.03
Hotchkis & Wiley Capital Income A LW -4.08 -3.59 -6.72 -3.66 9.74 ---
Hotchkis & Wiley Capital Income A -4.08 -3.59 -6.72 -3.66 9.74 ---
TOROSO Newfound Tactical Allc Instl -2.92 -3.60 -5.59 -6.94 --- ---
Lord Abbett Multi-Asset Balanced Opp P -3.64 -3.63 -7.12 -4.59 8.20 8.45
Lord Abbett Multi-Asset Balanced Opp R3 -3.64 -3.65 -7.12 -4.62 8.14 8.40
Rx MAR Tactical Moderate Growth C -3.84 -3.66 -6.90 -3.14 --- ---
Lord Abbett Multi-Asset Balanced Opp R2 -3.59 -3.66 -7.18 -4.76 8.02 8.27
Madison Diversified Income C -2.50 -3.67 -4.12 -2.41 5.47 ---
Madison Diversified Income B -2.49 -3.67 -4.11 -2.34 5.49 7.38
TOROSO Newfound Tactical Allc A -2.93 -3.71 -5.70 -7.15 --- ---
Delaware Dividend Income C -2.63 -3.71 -6.06 -4.29 8.29 9.21
HSBC World Selection Balanced Strat C -4.65 -3.72 -7.72 -7.25 5.15 6.52
HSBC World Selection Balanced Strat B -4.65 -3.72 -7.73 -7.26 5.15 6.52
Franklin Balanced Adv -2.87 -3.73 -6.10 -4.31 6.58 9.21
Manning & Napier Pro-Blend Extnd Term R -3.69 -3.74 -5.60 -6.78 6.65 7.75
Hennessy Equity and Income Investor -3.36 -3.74 -5.37 0.17 7.89 10.05
American Funds Income Fund of Amer R6 -3.36 -3.74 -6.57 -3.13 8.66 10.24
Franklin Balanced R6 -2.86 -3.75 -6.08 -4.13 --- ---
American Funds Income Fund of Amer R5 -3.36 -3.76 -6.59 -3.18 8.61 10.19
Intrepid Capital -1.96 -3.77 -7.08 -5.25 6.35 7.83
LK Balanced Institutional -3.76 -3.78 -6.28 -10.02 6.13 ---
Oakmark Equity & Income I -3.61 -3.79 -6.60 -2.59 9.55 9.67
American Funds Income Fund of Amer F2 -3.36 -3.79 -6.56 -3.23 8.55 10.12
Invesco Moderate Allocation C -3.39 -3.80 -6.12 -5.94 4.11 6.34
VALIC Company I Dynamic Allocation -3.56 -3.81 -6.11 -4.55 --- ---
Mairs & Power Balanced Inv -2.94 -3.81 -5.14 -2.23 8.98 10.79
American Funds Income Fund of Amer 529F1 -3.36 -3.81 -6.62 -3.28 8.49 10.07
American Beacon Balanced C -3.55 -3.82 -6.19 -3.26 8.52 ---
Invesco Moderate Allocation B -3.47 -3.87 -6.12 -6.01 4.08 6.34
American Funds Income Fund of Amer A LW -3.36 -3.87 -6.60 -3.40 8.38 9.94
American Funds Income Fund of Amer A -3.36 -3.87 -6.60 -3.40 8.38 9.94
Buffalo Flexible Income -3.40 -3.88 -6.29 -6.60 5.71 9.27
Lord Abbett Multi-Asset Balanced Opp C -3.56 -3.89 -7.22 -5.12 7.63 7.87
American Funds Income Fund of Amer R4 -3.36 -3.91 -6.63 -3.43 8.30 9.86
American Funds Income Fund of Amer F1 -3.41 -3.91 -6.63 -3.49 8.28 9.86
American Funds Income Fund of Amer 529A -3.36 -3.92 -6.63 -3.50 8.27 9.83
American Funds Income Fund of Amer 52 LW -3.36 -3.92 -6.63 -3.50 8.27 9.83
Franklin Balanced A Load Waived -2.90 -3.93 -6.18 -4.61 6.24 8.90
Franklin Balanced A -2.90 -3.93 -6.18 -4.61 6.24 8.90
Disciplined Growth Investors -2.50 -3.95 -4.94 1.92 10.41 ---
Manning & Napier Pro-Blend Extnd Term C -3.63 -3.97 -5.58 -7.17 6.15 7.23
Lord Abbett Multi-Asset Balanced Opp B -3.64 -3.99 -7.28 -5.15 7.58 7.85
QS Legg Mason Dynamic Multi-Strategy C -3.86 -4.00 -6.35 -4.54 --- ---
Oakmark Equity & Income II -3.64 -4.00 -6.68 -2.91 9.20 9.32
American Funds Income Fund of Amer 529E -3.37 -4.05 -6.67 -3.70 8.01 9.55
Poplar Forest Cornerstone Institutional -4.12 -4.08 -6.66 --- --- ---
American Funds Income Fund of Amer R3 -3.42 -4.10 -6.71 -3.73 7.97 9.53
American Funds Income Fund of Amer R2E -3.41 -4.13 -6.68 --- --- ---
TOROSO Newfound Tactical Allc C -2.96 -4.23 -5.84 -7.89 --- ---
Outfitter -2.81 -4.23 -5.69 -3.41 6.23 ---
Poplar Forest Cornerstone A Load Waived -4.12 -4.24 -6.70 --- --- ---
Poplar Forest Cornerstone A -4.12 -4.24 -6.70 --- --- ---
Voya Solution Balanced Port I -6.61 -4.30 -8.58 -4.13 6.88 8.68
American Funds Income Fund of Amer C -3.40 -4.34 -6.77 -4.17 7.52 9.06
American Funds Income Fund of Amer B -3.43 -4.35 -6.79 -4.13 7.57 9.10
American Funds Income Fund of Amer R2 -3.49 -4.37 -6.81 -4.19 7.50 9.05
Timothy Plan Defensive Strategies I -0.83 -4.38 -5.57 -9.21 --- ---
Even Keel Multi-Asset Managed Risk I -4.06 -4.38 -6.35 -6.02 4.78 ---
American Funds Income Fund of Amer 529C -3.43 -4.40 -6.80 -4.21 7.44 8.98
Franklin Balanced C -2.98 -4.41 -6.39 -5.24 5.52 8.12
American Funds Income Fund of Amer R1 -3.47 -4.42 -6.83 -4.20 7.48 9.04
Voya Solution Balanced Port S -6.62 -4.43 -8.62 -4.35 6.65 8.43
American Funds Income Fund of Amer 529B -3.46 -4.44 -6.85 -4.24 7.41 8.97
Timothy Plan Defensive Strategies A LW -0.83 -4.46 -5.64 -9.41 -2.74 2.54
Timothy Plan Defensive Strategies A -0.83 -4.46 -5.64 -9.41 -2.74 2.54
Even Keel Multi-Asset Managed Risk A LW -4.05 -4.46 -6.35 --- --- ---
Even Keel Multi-Asset Managed Risk A -4.05 -4.46 -6.35 --- --- ---
Advance Capital I Balanced Instl -2.48 -4.47 -5.96 -5.78 6.92 8.81
Camelot Premium Return A Load Waived -3.03 -4.48 -8.70 -8.71 7.10 ---
Camelot Premium Return A -3.03 -4.48 -8.70 -8.71 7.10 ---
Voya Strategic Allocation Mod Port I -6.52 -4.56 -8.76 -4.34 7.13 8.58
Sextant Core -3.06 -4.56 -5.94 -4.97 4.21 5.57
Voya Solution Balanced Port S2 -6.59 -4.58 -8.68 -4.49 6.49 8.26
Advance Capital I Balanced Retail -2.44 -4.61 -5.95 -6.00 6.67 8.53
Voya Solution Balanced Port A -6.58 -4.63 -8.61 -4.54 6.40 8.14
Even Keel Multi-Asset Managed Risk F -4.15 -4.71 -6.52 --- --- ---
Voya Strategic Allocation Mod Port S -6.55 -4.81 -8.87 -4.66 6.87 8.28
Voya Retirement Moderate Growth Port I -6.13 -4.82 -8.54 -4.88 6.65 8.26
Even Keel Multi-Asset Managed Risk C -4.15 -4.88 -6.61 --- --- ---
Timothy Plan Defensive Strategies C -0.86 -4.94 -5.80 -10.07 -3.45 1.79
Voya Balanced Port I -6.12 -4.99 -8.76 -4.73 6.87 8.04
Camelot Premium Return C -3.15 -5.03 -8.83 -9.38 6.28 ---
Voya Retirement Moderate Growth Port A -6.17 -5.06 -8.64 -5.27 6.23 7.83
CornerCap Balanced -3.33 -5.10 -5.81 -3.91 9.41 8.33
Voya Balanced Port S -6.15 -5.14 -8.80 -4.94 6.63 7.78
RiverNorth Core Opportunity I -3.66 -5.19 -8.24 -6.25 --- ---
Prudential Moderate Allocation Z -6.47 -5.26 -8.74 -5.54 6.59 7.97
RiverNorth Core Opportunity R -3.74 -5.33 -8.30 -6.51 6.18 8.18
Prudential Moderate Allocation A LW -6.48 -5.39 -8.76 -5.73 6.34 7.70
Prudential Moderate Allocation A -6.48 -5.39 -8.76 -5.73 6.34 7.70
VY Invesco Equity and Income S -6.62 -5.44 -7.79 -3.80 9.61 10.31
Prudential Moderate Allocation R -6.44 -5.48 -8.78 -5.92 6.05 7.42
Greenspring -2.32 -5.50 -5.69 -8.95 4.25 5.08
VY Invesco Equity and Income S2 -6.62 -5.52 -7.83 -3.94 9.46 10.15
Prudential Real Assets A Load Waived -2.50 -5.71 -6.57 -11.03 -0.55 ---
Prudential Real Assets A -2.50 -5.71 -6.57 -11.03 -0.55 ---
Prudential Moderate Allocation C -6.47 -5.83 -8.89 -6.41 5.55 6.89
Prudential Moderate Allocation B -6.53 -5.83 -8.95 -6.42 5.55 6.89
SMI Conservative Allocation -3.21 -5.85 -5.76 -6.03 6.56 ---
Prudential Real Assets B -2.51 -6.10 -6.77 -11.68 -1.26 ---
Prudential Real Assets C -2.61 -6.20 -6.78 -11.69 -1.30 ---
Brookfield Real Assets Securities Y -3.63 -6.27 -8.81 --- --- ---
Brookfield Real Assets Securities I -3.53 -6.28 -8.81 --- --- ---
Brookfield Real Assets Securities A LW -3.63 -6.43 -8.87 --- --- ---
Brookfield Real Assets Securities A -3.63 -6.43 -8.87 --- --- ---
Fallen Angels Income -5.69 -6.51 -9.47 -7.24 6.34 6.91
Brookfield Real Assets Securities C -3.64 -6.86 -9.01 --- --- ---
HCM Tactical Growth R -8.43 -6.99 -11.87 -10.90 --- ---
HCM Tactical Growth I -8.43 -6.99 -11.87 -10.90 --- ---
HCM Tactical Growth C -8.43 -6.99 -11.87 -10.90 --- ---
HCM Tactical Growth A Load Waived -8.44 -7.00 -11.88 -10.89 --- ---
HCM Tactical Growth A -8.44 -7.00 -11.88 -10.89 --- ---
VY Franklin Income I -5.27 -7.36 -9.73 -10.87 5.02 7.26
VY Franklin Income S -5.30 -7.51 -9.74 -11.11 4.75 6.99
AllianzGI Multi-Asset Real Return Inst -3.78 -7.61 -8.75 -17.47 --- ---
VY Franklin Income S2 -5.31 -7.62 -9.77 -11.23 4.59 6.83
AllianzGI Multi-Asset Real Return P -3.78 -7.67 -8.82 -17.59 --- ---
AllianzGI Multi-Asset Real Return A LW -3.80 -7.71 -8.86 -17.68 --- ---
AllianzGI Multi-Asset Real Return A -3.80 -7.71 -8.86 -17.68 --- ---
AllianzGI Multi-Asset Real Return D -3.85 -7.74 -8.88 -17.70 --- ---
VY Franklin Income A -5.27 -7.77 -9.81 -11.38 4.37 6.61
Prudential Real Assets Z -4.90 -8.12 -9.77 -12.84 -1.14 ---
AllianzGI Multi-Asset Real Return C -3.91 -8.17 -9.01 -18.30 --- ---
Roumell Opportunistic Value C -4.19 -13.75 -9.73 -19.51 --- ---
Roumell Opportunistic Value Instl -6.04 -15.20 -12.46 -20.81 -1.26 ---
Roumell Opportunistic Value A LW -5.97 -15.40 -12.44 -20.85 -1.49 ---
Roumell Opportunistic Value A -5.97 -15.40 -12.44 -20.85 -1.49 ---
Catalyst/SMH Total Return Income I -6.01 -18.88 -18.95 -29.39 --- ---
Catalyst/SMH Total Return Income A LW -5.82 -18.98 -18.96 -29.52 -5.30 -1.80
Catalyst/SMH Total Return Income A -5.82 -18.98 -18.96 -29.52 -5.30 -1.80
Catalyst/SMH Total Return Income C -5.95 -19.39 -18.96 -30.06 -6.03 -2.54
Transamerica Multi-Managed Balanced R6 -2.91 --- --- --- --- ---
SEI Dynamic Asset Allocation Y (SIMT) --- --- --- --- --- ---
SEI Dynamic Asset Allocation A (SIMT) --- --- --- --- --- ---
QS Legg Mason Dynamic Multi-Strategy R --- --- --- --- --- ---
Prudential Real Assets Q -4.91 --- -9.84 --- --- ---
Principal SAM Balanced P --- --- --- --- --- ---
PNC Balanced Allocation T -2.93 --- -3.59 --- --- ---
Pioneer Solutions Balanced R -3.06 --- --- --- --- ---
Pioneer Classic Balanced R -3.33 --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R6 -3.47 --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R5 -3.47 --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R4 -3.51 --- --- --- --- ---
JHancock Lifestyle Balanced I -3.24 --- -5.19 --- --- ---
Hartford Balanced I -3.41 --- -4.79 --- --- ---
Great-West SecureFoundation® Bal Instl -2.35 --- -4.48 --- --- ---
Great-West Moderate Profile II Instl -2.24 --- -4.55 --- --- ---
American Century One Choice Mod R -3.45 --- -5.38 --- --- ---
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