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Data through 6/19/2018. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 0.68 0.74 0.87 6.96 5.38 6.79
Plumb Balanced 3.19 9.59 5.86 20.16 11.00 11.46
Virtus Strategic Allocation A 2.12 6.09 1.57 13.58 5.89 7.25
Virtus Tactical Allocation A 1.79 5.80 1.17 13.42 5.95 7.39
Virtus Strategic Allocation C 2.07 5.74 1.46 12.77 5.10 6.46
Virtus Tactical Allocation C 1.84 5.44 1.04 12.63 5.15 6.60
1919 Socially Responsive Balanced I 2.34 5.04 2.81 14.02 7.81 8.64
1919 Socially Responsive Balanced A 2.29 4.92 2.68 13.69 7.53 8.36
Centaur Total Return 0.74 4.88 2.65 12.08 7.88 7.38
Federated MDT Balanced R6 1.82 4.83 2.36 12.99 6.49 8.33
Concorde Wealth Management 1.42 4.79 3.75 8.31 2.79 6.51
Federated MDT Balanced Instl 1.82 4.77 2.35 12.97 6.68 8.67
Federated MDT Balanced A 1.77 4.67 2.25 12.66 6.42 8.39
1919 Socially Responsive Balanced C 2.27 4.58 2.49 12.90 6.74 7.57
Value Line Asset Allocation Instl 2.26 4.56 1.97 9.67 --- ---
1919 Socially Responsive Balanced B 2.24 4.52 2.47 12.87 6.57 7.34
Fidelity® Balanced K 2.19 4.50 2.68 11.38 8.02 10.08
Value Line Asset Allocation Investor 2.23 4.44 1.89 9.38 7.69 8.78
Janus Henderson Balanced N 1.69 4.43 2.81 13.58 8.48 9.36
Fidelity® Balanced 2.15 4.43 2.62 11.24 7.93 9.97
Janus Henderson Balanced I 1.69 4.42 2.79 13.53 8.41 9.28
Janus Henderson Balanced D 1.72 4.40 2.81 13.45 8.34 9.20
Fidelity Advisor® Balanced Z 2.17 4.39 2.60 11.13 8.05 ---
Fidelity® Puritan® K 2.01 4.38 2.93 13.25 8.59 10.49
Fidelity® Puritan® 2.01 4.36 2.91 13.15 8.48 10.38
Janus Henderson Balanced T 1.69 4.35 2.75 13.33 8.23 9.09
Federated MDT Balanced C 1.74 4.33 2.12 11.89 5.64 7.58
AMG Chicago Equity Partners Balanced Z 1.82 4.33 2.78 11.71 7.45 9.21
Fidelity Advisor® Balanced I 2.13 4.31 2.52 10.94 7.89 9.90
AMG Chicago Equity Partners Balanced I 1.82 4.31 2.75 11.60 7.34 9.11
Janus Henderson VIT Balanced Instl 1.67 4.29 2.72 13.21 8.32 9.23
Janus Henderson Balanced A 1.67 4.26 2.69 13.16 8.09 8.96
AMG Chicago Equity Partners Balanced N 1.78 4.25 2.68 11.41 7.17 8.94
Janus Henderson Balanced S 1.67 4.23 2.70 13.03 7.96 8.82
Fidelity Advisor® Balanced A 2.12 4.16 2.49 10.70 7.62 9.61
Janus Henderson Balanced R 1.65 4.10 2.62 12.74 7.69 8.55
Fidelity Advisor® Balanced M 2.14 4.06 2.41 10.41 7.37 9.36
Janus Henderson Balanced C 1.62 3.95 2.54 12.41 7.38 8.20
Greenspring 1.98 3.95 3.73 8.70 7.37 5.94
Fidelity Advisor® Balanced C 2.09 3.82 2.28 9.86 6.83 8.79
Hotchkis & Wiley Capital Income I 0.20 3.81 3.91 7.89 7.63 8.67
Hotchkis & Wiley Capital Income A 0.17 3.69 3.84 7.55 7.32 8.38
Schwab Balanced 2.04 3.62 2.17 10.58 6.99 8.82
Ivy Balanced N 1.60 3.37 2.33 8.65 4.52 ---
Tributary Balanced Instl Plus 1.76 3.31 2.52 9.42 5.52 8.23
Ivy Balanced I 1.60 3.30 2.29 8.50 4.36 7.28
Sit Balanced 1.47 3.29 1.21 10.76 7.89 9.18
VY® T. Rowe Price Capital Apprec I 1.86 3.26 1.67 8.27 9.01 11.01
Tributary Balanced Instl 1.68 3.23 2.38 9.14 5.30 8.01
VY® T. Rowe Price Capital Apprec R6 1.82 3.22 1.67 8.27 --- ---
T. Rowe Price Capital Appreciation I 1.81 3.22 1.64 8.32 --- ---
Ivy Balanced Y 1.59 3.19 2.24 8.25 4.12 7.02
Ivy Balanced A 1.54 3.17 2.19 8.19 4.09 6.99
T. Rowe Price Capital Appreciation 1.78 3.15 1.60 8.18 8.95 10.90
JHFunds2 Capital Appreciation Value NAV 1.82 3.15 1.64 8.13 8.89 10.78
VY® T. Rowe Price Capital Apprec S 1.79 3.11 1.60 7.96 8.73 10.72
State Farm Equity & Bond Premier 1.68 3.09 0.96 10.75 7.26 8.96
State Farm Equity & Bond A 1.62 3.05 0.89 10.62 7.16 8.91
T. Rowe Price Capital Appreciation Adv 1.76 3.04 1.55 7.87 8.63 10.56
State Farm Equity & Bond Instl 1.70 3.04 0.88 10.66 7.34 9.13
State Farm Equity & Bond B 1.70 3.04 0.89 10.71 6.72 8.38
VY® T. Rowe Price Capital Apprec S2 1.80 3.02 1.58 7.84 8.58 10.56
Ivy Balanced R 1.55 3.02 2.15 7.87 3.75 6.65
State Farm Equity & Bond R1 1.65 3.01 0.82 10.55 6.91 8.63
State Farm Equity & Bond B Legacy 1.60 3.01 0.88 10.64 6.89 8.58
State Farm Equity & Bond R3 1.64 3.00 0.90 10.55 7.24 9.05
State Farm Equity & Bond R2 1.73 3.00 0.90 10.58 7.08 8.79
VY® T. Rowe Price Capital Apprec A 1.79 2.94 1.52 7.61 8.35 10.34
BlackRock Balanced Capital Instl 1.04 2.91 1.30 9.49 7.97 9.58
Ivy Balanced C 1.53 2.85 2.02 7.45 3.37 6.27
BlackRock Balanced Capital Inv A 1.04 2.83 1.22 9.21 7.68 9.27
Ivy Balanced B 1.52 2.80 2.01 7.40 3.34 6.22
American Century Balanced I 1.23 2.78 1.43 9.76 6.52 7.91
GuideStone Funds Defensv Mkt Strats Inst 1.64 2.77 2.04 8.12 8.86 9.67
GuideStone Funds Defensv Mkt Strats Inv 1.68 2.72 2.00 7.83 8.59 9.41
EValuator Moderate RMS Service 0.88 2.68 0.79 10.81 --- ---
BlackRock Balanced Capital R 1.04 2.68 1.13 8.81 7.32 8.90
American Century Balanced Inv 1.18 2.68 1.39 9.55 6.31 7.70
LKCM Balanced 0.53 2.66 1.88 8.68 7.38 8.65
LK Balanced Institutional 1.55 2.60 2.75 12.61 6.86 6.28
BNY Mellon Asset Allocation M 0.67 2.51 1.07 10.78 6.49 7.86
EValuator Moderate RMS R4 0.88 2.50 0.70 10.31 --- ---
Dreyfus Balanced Opportunity Y 1.12 2.50 2.05 9.37 --- ---
Dreyfus Balanced Opportunity J 1.12 2.50 2.05 9.30 6.97 8.35
UBS US Allocation P 1.51 2.49 1.43 8.70 7.29 9.40
BlackRock Balanced Capital Inv C 1.00 2.48 1.05 8.37 6.86 8.45
Dreyfus Balanced Opportunity Z 1.09 2.47 2.02 9.26 6.89 8.27
BNY Mellon Asset Allocation Inv 0.65 2.47 1.09 10.50 6.25 7.60
Dreyfus Balanced Opportunity I 1.08 2.45 2.01 9.30 6.96 8.34
Vanguard Balanced Index I 1.78 2.40 1.93 8.85 7.53 8.84
UBS US Allocation A 1.50 2.39 1.36 8.42 7.01 9.10
American Century Balanced R5 0.84 2.38 1.09 9.38 --- ---
Vanguard Balanced Index Adm 1.78 2.37 1.93 8.85 7.51 8.84
Dreyfus Balanced Opportunity A 1.04 2.32 1.97 8.99 6.69 8.07
Vanguard Balanced Index Inv 1.76 2.31 1.87 8.72 7.38 8.69
Eaton Vance Balanced R6 1.56 2.31 1.78 8.54 --- ---
Wells Fargo Index Asset Allocation Instl 1.67 2.29 1.61 8.14 --- ---
Eaton Vance Balanced I 1.54 2.28 1.76 8.59 6.32 8.88
New Covenant Balanced Growth 1.46 2.27 1.82 8.72 5.79 7.42
Calvert Balanced I 1.64 2.25 1.49 8.24 5.51 7.82
Wells Fargo Index Asset Allocation Admin 1.66 2.23 1.58 7.99 6.98 9.78
Hartford Checks and Balances F 1.37 2.20 1.45 8.35 --- ---
Fidelity Asset Manager® 70% 0.57 2.19 1.06 10.22 7.18 8.79
Fidelity Advisor Asset Manager® 70% I 0.57 2.19 1.10 10.23 7.16 8.75
Hartford Checks and Balances R5 1.37 2.18 1.43 8.23 7.01 8.66
Hartford Checks and Balances I 1.37 2.17 1.53 8.23 6.99 8.64
Wells Fargo Index Asset Allocation A 1.63 2.13 1.51 7.81 6.77 9.54
Calvert Balanced A 1.64 2.13 1.43 7.89 5.14 7.38
George Putnam Balanced R6 1.33 2.12 1.38 8.47 7.12 ---
T. Rowe Price Personal Strat Bal I 0.49 2.08 0.33 9.10 --- ---
George Putnam Balanced R5 1.30 2.06 1.35 8.37 7.03 ---
Fidelity Advisor Asset Manager® 70% A 0.57 2.05 1.02 9.91 6.87 8.46
Eaton Vance Balanced A 1.48 2.05 1.59 8.21 6.03 8.59
UBS US Allocation C 1.44 2.04 1.18 7.61 6.21 8.29
T. Rowe Price Personal Strat Bal 0.53 2.04 0.33 8.96 7.17 8.45
Vanguard STAR Inv 0.90 2.03 0.94 9.67 7.44 8.73
PGIM 60/40 Allocation R6 1.72 2.01 1.91 --- --- ---
MFS® Moderate Allocation I 0.99 2.01 1.22 8.00 6.33 7.03
George Putnam Balanced Y 1.25 2.01 1.30 8.28 6.98 8.59
Dreyfus Balanced Opportunity C 1.04 2.01 1.79 8.23 5.91 7.27
Hartford Checks and Balances A 1.26 2.00 1.36 7.96 6.71 8.38
Hartford Checks and Balances R4 1.27 1.99 1.35 7.91 6.67 8.34
American Century Strat Allc: Mod R6 0.67 1.99 0.67 8.64 6.23 ---
MFS® Moderate Allocation R4 1.01 1.98 1.24 7.99 6.34 7.04
Eaton Vance Balanced R 1.43 1.96 1.54 7.93 --- ---
T. Rowe Price Balanced I 0.57 1.94 0.78 9.02 --- ---
Manning & Napier Pro-Blend Extnd Term I 1.58 1.91 1.15 6.72 4.48 6.04
Hartford Checks and Balances R3 1.37 1.91 1.38 7.67 6.35 8.01
American Century Strat Allc: Mod I 0.60 1.91 0.60 8.57 6.06 7.44
T. Rowe Price Balanced 0.57 1.90 0.74 8.84 7.06 8.60
Green Century Balanced 1.28 1.90 1.21 6.74 4.03 7.64
George Putnam Balanced A 1.24 1.89 1.29 8.05 6.72 8.31
ICON Risk-Managed Balanced S 0.93 1.88 1.50 5.80 4.23 5.51
MFS® Moderate Allocation R3 1.02 1.87 1.18 7.71 6.07 6.76
Great-West SecureFoundation® Bal Instl 1.08 1.87 1.57 8.02 6.70 ---
Fidelity Advisor Asset Manager® 70% M 0.48 1.87 0.93 9.58 6.58 8.18
MFS® Moderate Allocation A 1.01 1.85 1.17 7.71 6.06 6.76
American Century Strat Allc: Mod Inv 0.65 1.82 0.50 8.31 5.85 7.23
Wells Fargo Index Asset Allocation C 1.54 1.80 1.34 7.00 5.98 8.72
MFS® Moderate Allocation 529A 0.96 1.80 1.11 7.59 5.99 6.70
MassMutual Premier Balanced I 1.06 1.80 0.81 10.04 7.51 ---
George Putnam Balanced R 1.24 1.79 1.19 7.79 6.46 8.05
Calvert Balanced C 1.56 1.78 1.22 7.05 4.30 6.53
MFS® Moderate Allocation R2 0.97 1.77 1.07 7.42 5.80 6.49
Eaton Vance Balanced C 1.39 1.77 1.50 7.36 5.25 7.79
PGIM Balanced Z 1.41 1.76 1.67 9.23 7.40 8.86
PGIM Balanced R6 1.41 1.76 1.67 --- --- ---
Transamerica Asset Alloc Interm Hrzn R4 1.04 1.75 1.56 6.86 4.93 6.42
ICON Risk-Managed Balanced A 0.89 1.74 1.41 5.49 3.99 5.26
MassMutual Premier Balanced R5 1.06 1.72 0.81 9.83 7.36 8.36
Manning & Napier Pro-Blend Extnd Term S 1.55 1.72 1.08 6.42 4.21 5.76
Eaton Vance Balanced B 1.47 1.72 1.47 7.41 5.23 7.78
MassMutual Premier Balanced Svc 1.00 1.71 0.77 9.71 7.25 8.24
Hartford Checks and Balances C 1.38 1.71 1.28 7.24 5.94 7.60
American Century Strat Allc: Mod A 0.53 1.71 0.53 8.00 5.60 6.96
Transamerica Asset Alloc Interm Hrzn R 0.95 1.69 1.49 6.66 --- ---
Touchstone Balanced Y 1.12 1.69 1.31 8.79 7.55 8.22
George Putnam Balanced M 1.19 1.67 1.14 7.47 6.18 7.77
Fidelity Asset Manager® 60% 0.63 1.67 1.03 8.66 6.46 7.87
Fidelity Advisor Asset Manager® 60% I 0.63 1.67 1.03 8.61 6.42 7.83
Fidelity Advisor Asset Manager® 70% C 0.44 1.66 0.80 9.04 6.04 7.64
American Century One Choice Mod Inv 0.44 1.66 0.39 8.34 5.98 7.43
PGIM Moderate Allocation Z 0.79 1.65 1.12 9.60 6.30 7.31
MassMutual Premier Balanced Adm 1.05 1.63 0.81 9.62 7.17 8.13
Calvert Moderate Allocation I 0.67 1.61 0.25 8.15 --- ---
Manning & Napier Pro-Blend Extnd Term R 1.60 1.60 1.04 6.14 3.96 5.51
Great-West SecureFoundation® Bal Inv 0.94 1.60 1.45 7.54 6.29 7.44
PGIM Moderate Allocation R6 0.79 1.58 1.12 --- --- ---
PGIM Balanced A 1.35 1.58 1.54 8.84 7.06 8.52
Great-West SecureFoundation® Bal Svc 1.00 1.58 1.43 7.50 6.19 7.33
George Putnam Balanced B 1.21 1.58 1.11 7.25 5.93 7.51
Touchstone Balanced A 1.11 1.57 1.24 8.57 7.33 7.96
TIAA-CREF Lifestyle Moderate Advisor 0.70 1.57 0.79 8.91 --- ---
RiverFront Asset Allocation Moderate I 0.91 1.56 1.31 7.27 5.47 6.52
Great-West SecureFoundation® Bal L 0.98 1.56 1.39 7.36 6.04 7.18
George Putnam Balanced C 1.18 1.56 1.08 7.21 5.92 7.51
VALIC Company II Moderate Gr Lifestyle 0.81 1.55 1.15 8.08 6.06 7.34
TIAA-CREF Lifestyle Moderate Instl 0.63 1.52 0.80 8.91 6.73 7.98
PGIM Moderate Allocation A 0.72 1.52 1.05 9.35 6.04 7.04
MFS® Moderate Allocation R1 0.93 1.52 0.93 6.87 5.26 5.97
MassMutual Premier Balanced R4 0.92 1.52 0.67 9.38 6.98 ---
MFS® Moderate Allocation 529C 0.92 1.51 0.92 6.84 5.23 5.92
MassMutual Premier Balanced A 0.92 1.51 0.66 9.29 6.86 7.85
Franklin Moderate Allocation Advisor -0.06 1.51 0.20 7.47 5.39 6.70
Rational Strategic Allocation Instl 0.40 1.50 0.69 8.38 --- ---
MFS® Moderate Allocation 529B 0.92 1.50 0.92 6.82 5.23 5.92
MFS® Moderate Allocation C 0.91 1.49 0.91 6.83 5.25 5.95
Hartford Moderate Allocation F 0.24 1.49 0.57 8.12 --- ---
TIAA-CREF Lifestyle Moderate Premier 0.70 1.48 0.77 8.74 6.62 7.84
Roumell Opportunistic Value Instl 3.12 1.48 0.95 5.32 4.18 0.83
MFS® Moderate Allocation B 0.91 1.48 0.91 6.84 5.25 5.96
American Century Strat Allc: Mod R 0.44 1.47 0.29 7.72 5.28 6.67
TIAA-CREF Lifestyle Moderate Retirement 0.63 1.46 0.74 8.65 6.50 7.73
American Funds American Balanced R6 1.17 1.46 1.80 8.80 8.50 9.54
American Funds American Balanced F3 1.13 1.46 1.80 8.81 --- ---
American Century Strat Allc: Mod R5 0.29 1.45 0.29 8.08 --- ---
Wells Fargo Growth Balanced Admin 0.31 1.44 0.52 8.21 6.40 8.58
MassMutual Premier Balanced R3 0.93 1.44 0.59 9.12 6.73 ---
ICON Risk-Managed Balanced C 0.88 1.44 1.23 4.74 3.22 4.48
Fidelity Advisor Asset Manager® 60% A 0.55 1.44 0.87 8.20 6.08 7.52
Calvert Moderate Allocation A 0.67 1.44 0.18 7.75 5.94 7.54
TIAA-CREF Managed Allc Inst 0.70 1.43 0.81 8.91 6.89 8.06
Rational Strategic Allocation A 0.39 1.43 0.63 8.17 5.54 5.59
Columbia Capital Alloc Mod Agrsv Inst2 0.68 1.43 0.59 9.79 7.37 8.64
American Funds American Balanced R5 1.15 1.43 1.79 8.74 8.46 9.49
RiverFront Asset Allocation Moderate Inv 0.83 1.41 1.24 7.00 5.18 6.24
American Funds American Balanced F2 1.10 1.41 1.78 8.66 8.39 9.42
American Century One Choice Mod R 0.38 1.41 0.27 7.81 5.45 ---
Schwab MarketTrack Balanced 0.75 1.40 1.51 7.57 6.09 7.13
Saratoga Moderate Balanced Allc I 1.10 1.40 2.01 --- --- ---
Saratoga Moderate Balanced Allc C 1.10 1.40 2.01 --- --- ---
Saratoga Moderate Balanced Allc A 1.10 1.40 2.01 --- --- ---
Manning & Napier Pro-Blend Extnd Term R2 1.50 1.40 0.90 5.62 3.44 4.98
Hartford Moderate Allocation R5 0.16 1.40 0.57 8.01 4.90 5.20
Hartford Moderate Allocation I 0.16 1.40 0.49 8.05 4.94 5.23
PGIM Moderate Allocation R 0.79 1.39 0.99 9.14 5.71 6.75
Pax Balanced Institutional 1.00 1.39 1.00 7.32 6.17 7.64
American Funds American Balanced R5E 1.15 1.39 1.79 8.65 --- ---
TIAA-CREF Lifestyle Moderate Retail 0.63 1.38 0.74 8.64 6.48 7.69
Franklin Moderate Allocation A -0.06 1.38 0.14 7.19 5.12 6.43
TIAA-CREF Managed Allc Retail 0.70 1.37 0.74 8.62 6.63 7.79
TIAA-CREF Managed Allc R 0.70 1.37 0.75 8.66 6.63 7.79
Pioneer Classic Balanced Y 1.26 1.37 1.05 8.88 6.18 8.40
Fidelity Advisor Asset Manager® 60% M 0.64 1.36 0.88 8.09 5.83 7.27
Columbia Capital Alloc Mod Agrsv Inst 0.69 1.36 0.58 9.66 7.29 8.53
American Funds American Balanced 529F 1.10 1.36 1.74 8.64 8.34 9.36
Great-West SecureFoundation® Bal ETF A 0.92 1.35 1.35 7.59 6.39 7.50
Columbia Capital Alloc Mod Agrsv Adv 0.68 1.35 0.50 9.64 7.28 8.54
Praxis Genesis Balanced A 0.84 1.32 1.08 7.34 5.37 6.60
PGIM Balanced R 1.30 1.32 1.43 8.42 6.78 8.27
Hartford Moderate Allocation A 0.16 1.32 0.49 7.77 4.62 4.92
Columbia Capital Alloc Mod Agrsv Inst3 0.62 1.32 0.54 9.73 7.40 8.67
American Funds American Balanced A 1.09 1.32 1.73 8.50 8.19 9.21
Wells Fargo Growth Balanced A 0.27 1.30 0.47 7.93 6.13 8.31
American Funds American Balanced R4 1.12 1.29 1.69 8.40 8.12 9.16
American Funds American Balanced F1 1.11 1.28 1.71 8.42 8.10 9.14
American Funds American Balanced 529A 1.11 1.28 1.71 8.44 8.10 9.12
Aberdeen Dynamic Allocation Inst -0.16 1.28 0.92 6.42 3.66 5.48
Pioneer Classic Balanced K 1.16 1.27 1.06 8.87 --- ---
Pioneer Classic Balanced A 1.16 1.27 1.06 8.54 5.98 8.13
Thrivent Moderate Allocation S 0.51 1.26 1.26 7.01 6.07 7.24
Franklin Moderate Allocation R -0.06 1.26 0.14 6.97 4.87 6.17
AIG Active Allocation A 0.96 1.26 0.75 8.25 5.78 7.18
Transamerica Balanced II I3 1.55 1.25 1.44 --- --- ---
Pax Balanced Individual Investor 0.92 1.24 0.88 7.00 5.87 7.36
Hartford Moderate Allocation R4 0.16 1.24 0.49 7.73 4.57 4.88
Aberdeen Dynamic Allocation I/S -0.14 1.23 0.94 6.35 3.62 5.45
Touchstone Balanced C 1.02 1.22 1.08 7.74 6.52 7.14
PGIM Balanced C 1.31 1.22 1.37 8.11 6.30 7.77
Neiman Balanced Allocation A 0.76 1.22 1.14 7.28 4.92 5.92
Columbia Capital Alloc Mod Agrsv V 0.69 1.22 0.52 9.45 7.01 8.25
Columbia Capital Alloc Mod Agrsv A 0.69 1.22 0.52 9.45 7.01 8.27
Fidelity Advisor Asset Manager® 60% C 0.56 1.21 0.81 7.49 5.31 6.72
AMG Managers Montag & Caldwell Balancd I 1.87 1.21 0.25 6.56 4.95 6.49
PGIM Moderate Allocation C 0.73 1.20 0.86 8.52 5.24 6.26
InvestEd Balanced 0.26 1.20 0.60 8.34 5.34 7.39
BlackRock 60/40 Target Allocation Instl 0.75 1.20 0.83 7.77 5.35 8.18
American Funds American Balanced R3 1.13 1.18 1.65 8.11 7.80 8.84
American Century Strat Allc: Mod C 0.44 1.18 0.15 7.19 4.79 6.14
RiverFront Asset Allocation Moderate C 0.75 1.17 1.17 6.29 4.47 5.48
Pioneer Classic Balanced R 1.16 1.16 0.95 8.38 --- ---
Lord Abbett Multi-Asset Balanced Opp F3 0.89 1.16 0.16 6.08 --- ---
American Funds American Balanced 529E 1.10 1.16 1.62 8.14 7.83 8.85
PGIM Balanced B 1.26 1.14 1.32 7.95 6.25 7.74
Oppenheimer Moderate Inv Y 0.57 1.14 0.48 7.11 5.51 6.96
DFA Global Allocation 60/40 I 0.44 1.14 0.91 8.04 6.17 7.00
AIG Multi-Asset Allocation A 0.81 1.14 1.09 9.15 5.80 7.30
Thrivent Moderate Allocation A 0.51 1.13 1.20 6.75 5.77 6.93
PGIM Moderate Allocation B 0.73 1.13 0.86 8.52 5.24 6.24
Nationwide Inv Dest Mod R6 0.28 1.13 0.68 7.72 6.11 6.88
Catalyst/SMH Total Return Income I 2.21 1.13 0.88 5.59 4.78 ---
BlackRock 60/40 Target Allocation K 0.67 1.13 0.83 7.79 --- ---
AMG Managers Montag & Caldwell Balancd N 1.82 1.13 0.18 6.41 4.86 6.38
American Funds Moderate Gr & Inc R-6 -0.07 1.12 0.44 7.86 7.14 8.34
RiskPro® PFG Balanced 20-30 R 1.31 1.11 1.01 --- --- ---
American Funds Moderate Gr & Inc R-5 -0.07 1.11 0.43 7.81 7.08 8.29
Hartford Moderate Allocation R3 0.17 1.09 0.33 7.35 4.29 4.56
Putnam Dynamic Asset Allocation Bal R6 0.82 1.08 1.95 8.83 6.57 8.83
Nationwide Inv Dest Mod Instl Svc 0.36 1.08 0.65 7.63 6.03 ---
Columbia Capital Alloc Mod Agrsv R 0.61 1.08 0.46 9.10 6.75 7.99
American Funds American Balanced R2E 1.05 1.08 1.58 7.91 7.70 ---
Lord Abbett Multi-Asset Balanced Opp R6 0.80 1.07 0.16 6.08 --- ---
Great-West Moderate Profile Instl 0.48 1.07 0.88 6.59 6.31 ---
Aberdeen Dynamic Allocation A -0.22 1.07 0.85 6.05 3.31 5.15
Transamerica Multi-Managed Balanced R6 1.51 1.06 1.24 7.45 6.95 ---
Oppenheimer Moderate Inv A 0.49 1.06 0.41 6.87 5.24 6.68
Lord Abbett Multi-Asset Balanced Opp R5 0.80 1.06 0.16 5.96 --- ---
Lord Abbett Multi-Asset Balanced Opp I 0.80 1.06 0.16 5.97 4.85 6.67
JPMorgan Investor Balanced R6 0.58 1.06 0.60 --- --- ---
Hartford Balanced HLS IA 1.06 1.06 0.80 8.59 6.45 8.28
American Funds Moderate Gr & Inc F-3 -0.07 1.06 0.45 7.88 --- ---
Calvert Moderate Allocation C 0.60 1.04 -0.05 6.96 5.16 6.73
Rational Strategic Allocation C 0.30 1.03 0.43 7.37 --- ---
Putnam Dynamic Asset Allocation Bal Y 0.86 1.03 1.93 8.74 6.45 8.71
Putnam Dynamic Asset Allocation Bal R5 0.80 1.03 1.93 8.74 6.46 8.71
Catalyst/SMH Total Return Income A 2.18 1.03 0.82 5.54 4.58 0.03
American Funds Moderate Gr & Inc R-5E 0.00 1.03 0.42 7.73 --- ---
American Funds Moderate Gr & Inc F-2 -0.07 1.03 0.43 7.76 7.04 8.23
JPMorgan Investor Balanced I 0.58 1.02 0.57 6.96 5.71 6.90
American Funds Moderate Gr & Inc 529-F-1 -0.07 1.02 0.42 7.71 6.94 8.16
DFA Global Allocation 60/40 R2 0.44 1.01 0.79 7.76 5.92 6.74
Transamerica Multi-Mgd Balanced I 1.47 1.00 1.22 7.34 6.82 8.37
Transamerica Multi-Managed Balanced Adv 1.47 1.00 1.18 7.25 --- ---
Nuveen Strategy Growth Allocation I -0.61 1.00 0.38 8.99 6.10 7.82
Oppenheimer Moderate Inv R 0.57 0.99 0.41 6.68 5.01 6.43
Cavanal Hill Active Core Institutional 1.17 0.99 0.91 6.91 5.37 6.98
BMO Balanced Allocation R6 0.66 0.99 0.66 7.31 5.58 ---
BlackRock 60/40 Target Allocation Inv A 0.69 0.99 0.76 7.46 4.99 7.78
Aberdeen Dynamic Allocation R -0.24 0.99 0.77 5.68 2.94 4.73
Transamerica Multi-Managed Balanced T1 1.51 0.97 1.22 7.25 --- ---
MassMutual RetireSMART Mod I 0.29 0.97 0.48 7.22 5.24 ---
Lord Abbett Multi-Asset Balanced Opp R4 0.78 0.97 0.10 5.73 --- ---
Franklin Moderate Allocation C -0.13 0.97 -0.05 6.39 4.33 5.63
American Funds American Balanced C 1.05 0.97 1.55 7.66 7.34 8.35
AIG Active Allocation B 0.91 0.97 0.63 7.61 5.10 6.47
Wells Fargo Growth Balanced C 0.22 0.96 0.27 7.16 5.34 7.51
Lord Abbett Multi-Asset Balanced Opp T 0.77 0.96 0.10 --- --- ---
Lord Abbett Multi-Asset Balanced Opp A 0.78 0.96 0.09 5.71 4.56 6.40
American Funds American Balanced R1 1.06 0.96 1.51 7.60 7.32 8.35
Nationwide Inv Dest Mod A 0.29 0.95 0.59 7.40 5.77 6.51
Dodge & Cox Balanced 0.64 0.95 0.67 7.67 7.90 9.63
American Funds College 2030 529F1 0.07 0.95 0.15 7.29 6.12 8.18
Lord Abbett Multi-Asset Balanced Opp F 0.79 0.94 0.13 5.87 4.72 6.55
Nuveen Strategy Growth Allocation A -0.53 0.93 0.31 8.77 5.86 7.55
Nationwide Inv Dest Mod Svc 0.28 0.93 0.58 7.38 5.71 6.48
American Funds American Balanced R2 1.03 0.93 1.52 7.62 7.34 8.38
Transamerica Balanced II R 1.46 0.92 1.22 7.05 6.62 8.14
Neiman Balanced Allocation C 0.77 0.92 1.00 6.56 4.11 5.11
Hartford Moderate Allocation C 0.17 0.92 0.33 7.00 3.86 4.15
Hartford Balanced HLS IB 1.05 0.92 0.73 8.31 6.18 8.01
BlackRock 60/40 Target Allocation R 0.69 0.92 0.69 7.19 4.78 7.59
American Funds Moderate Gr & Inc A -0.07 0.92 0.37 7.53 6.79 8.01
American Funds Moderate Gr & Inc 529-A -0.07 0.92 0.37 7.48 6.72 7.93
Transamerica Multi-Mgd Balanced A 1.48 0.91 1.17 7.11 6.57 8.08
JHancock Multimanager Lifestyle Bal R6 0.33 0.91 0.31 7.20 5.84 7.11
JHancock Multimanager Lifestyle Bal 5 0.33 0.91 0.32 7.21 5.84 7.11
American Funds Moderate Gr & Inc R-4 -0.07 0.91 0.37 7.53 6.78 7.97
American Funds Moderate Gr & Inc F-1 -0.07 0.91 0.37 7.49 6.74 7.95
AIG Active Allocation C 0.91 0.91 0.57 7.53 5.11 6.48
Putnam Dynamic Asset Allocation Bal A 0.80 0.90 1.87 8.48 6.19 8.44
JHancock Multimanager Lifestyle Bal 1 0.33 0.90 0.31 7.09 5.79 7.06
Hartford Balanced F 1.00 0.90 0.70 7.92 --- ---
Poplar Forest Cornerstone Institutional 0.33 0.89 1.11 6.98 5.83 ---
JHancock Multimanager Lifestyle Bal R5 0.33 0.89 0.30 7.10 5.76 7.03
American Funds American Balanced 529C 1.03 0.89 1.48 7.56 7.26 8.28
Regal Total Return A 1.06 0.88 1.87 8.22 4.53 ---
JHancock Multimanager Lifestyle Bal I 0.33 0.88 0.29 7.09 5.72 ---
Hartford Balanced Y 0.98 0.88 0.68 7.86 6.28 8.24
Hartford Balanced I 1.00 0.88 0.68 7.86 6.20 ---
BMO Balanced Allocation Y 0.66 0.88 0.55 6.98 5.18 ---
BMO Balanced Allocation I 0.55 0.88 0.55 7.19 5.43 ---
American Funds College 2030 529A 0.07 0.88 0.07 7.03 5.91 8.00
MassMutual RetireSMART Moderate Svc 0.38 0.87 0.48 6.96 5.03 6.09
MassMutual RetireSMART Moderate R5 0.29 0.87 0.48 7.12 5.15 6.18
MassMutual RetireSMART Moderate Admin 0.39 0.87 0.39 6.86 4.92 5.98
Hartford Balanced R5 0.98 0.87 0.66 7.81 6.23 8.19
Columbia Capital Alloc Mod Agrsv C 0.61 0.87 0.33 8.63 6.23 7.45
Lord Abbett Multi-Asset Balanced Opp R3 0.75 0.86 0.03 5.47 4.32 6.15
Cavanal Hill Active Core Investor 1.10 0.86 0.78 6.67 5.19 6.74
American Funds Moderate Gr & Inc 529-E -0.07 0.86 0.32 7.25 6.47 7.68
Pioneer Classic Balanced C 1.06 0.85 0.85 7.72 5.18 7.29
Morningstar Ult Stock-Pick 7 ER USD 1.08 0.84 0.97 5.30 3.56 4.59
Great-West Moderate Profile L 0.46 0.84 0.74 5.96 5.70 7.00
Nationwide Inv Dest Mod R 0.33 0.83 0.53 7.19 5.47 6.22
JPMorgan Investor Balanced A 0.52 0.83 0.44 6.70 5.45 6.61
Vanguard LifeStrategy Moderate Gr Inv 0.34 0.82 0.52 7.28 6.27 7.51
Great-West Moderate Profile Inv 0.41 0.82 0.82 6.21 5.97 7.26
AIG Multi-Asset Allocation C 0.71 0.82 0.93 8.45 5.11 6.62
AIG Multi-Asset Allocation B 0.76 0.82 0.93 8.38 5.07 6.57
Ladenburg Growth & Income I 0.52 0.81 0.38 7.09 --- ---
American Funds College 2030 529E 0.07 0.81 0.07 6.77 5.63 7.68
Putnam Dynamic Asset Allocation Bal R 0.75 0.79 1.75 8.22 5.91 8.17
Lord Abbett Multi-Asset Balanced Opp P 0.76 0.79 0.04 5.53 4.34 6.18
American Funds Moderate Gr & Inc R-3 -0.07 0.79 0.31 7.23 6.45 7.65
Poplar Forest Cornerstone A 0.29 0.78 1.04 6.68 5.56 ---
MassMutual RetireSMART Mod R4 0.39 0.78 0.39 6.80 4.80 ---
JHancock Multimanager Lifestyle Bal R4 0.33 0.78 0.19 6.90 5.56 6.82
Cavanal Hill Active Core A 1.03 0.78 0.78 6.61 5.08 6.69
Ladenburg Growth & Income A 0.60 0.77 0.42 6.87 --- ---
JHancock Balanced R6 0.88 0.77 1.12 7.57 6.39 7.98
JHancock Balanced I 0.89 0.75 1.09 7.48 6.28 7.88
Hartford Balanced R4 0.94 0.75 0.59 7.50 5.91 7.87
JHancock Multimanager Lifestyle Bal A 0.33 0.74 0.22 6.73 5.40 6.68
AT Income Opportunities Institutional 1.43 0.74 2.63 7.09 6.76 ---
American Funds Moderate Gr & Inc R-2E -0.13 0.73 0.25 7.00 6.40 ---
Aberdeen Dynamic Allocation C -0.29 0.73 0.66 5.30 2.62 4.42
JHancock Multimanager Lifestyle Bal R2 0.26 0.72 0.19 6.66 5.30 6.55
Hartford Balanced A 0.96 0.72 0.55 7.51 5.88 7.82
Voya Retirement Moderate Growth Port I 0.31 0.71 0.55 7.23 5.98 7.27
Nuveen Strategy Growth Allocation R3 -0.62 0.71 0.23 8.43 5.58 7.27
JHancock Balanced R5 0.88 0.71 1.10 7.50 6.32 7.92
VY® Franklin Income I 0.60 0.69 2.18 5.14 6.27 6.62
Lord Abbett Multi-Asset Balanced Opp R2 0.73 0.69 0.00 5.29 4.20 6.01
MassMutual RetireSMART Moderate A 0.29 0.68 0.29 6.55 4.67 5.70
Voya Solution Balanced Port R6 0.38 0.67 0.38 7.11 --- ---
Voya Solution Balanced Port I 0.38 0.67 0.29 7.11 5.88 7.51
Oppenheimer Moderate Inv C 0.42 0.67 0.17 6.06 4.44 5.87
Putnam Dynamic Asset Allocation Bal M 0.74 0.66 1.74 7.94 5.65 7.90
BMO Balanced Allocation R3 0.55 0.66 0.44 6.70 4.88 ---
JHancock Balanced R4 0.88 0.65 1.05 7.33 6.12 7.71
American Beacon Balanced Instl 0.00 0.65 1.61 7.86 6.12 7.72
Lord Abbett Multi-Asset Balanced Opp C 0.78 0.63 -0.02 5.03 3.81 5.62
Hartford Balanced R3 0.95 0.63 0.51 7.23 5.60 7.55
American Funds Moderate Gr & Inc R-1 -0.13 0.63 0.23 6.75 5.97 7.17
American Funds Moderate Gr & Inc C -0.07 0.63 0.22 6.80 5.99 7.17
Nationwide Inv Dest Mod C 0.22 0.62 0.32 6.57 5.00 5.75
BlackRock 60/40 Target Allocation Inv C 0.62 0.62 0.54 6.57 4.21 7.00
American Funds Moderate Gr & Inc 529-C -0.13 0.62 0.21 6.68 5.90 7.09
American Beacon Balanced Y 0.00 0.62 1.59 7.83 6.09 7.66
JHancock Multimanager Lifestyle Bal R3 0.26 0.61 0.15 6.48 5.15 6.40
Deutsche Multi-Asset Moderate Allc S 0.31 0.61 0.61 7.26 4.11 6.47
Virtus Herzfeld I 0.00 0.60 1.82 8.53 8.01 8.40
Putnam Dynamic Asset Allocation Bal B 0.74 0.59 1.67 7.69 5.40 7.63
JHancock Multimanager Lifestyle Bal R1 0.33 0.59 0.13 6.39 5.05 6.28
Principal SAM Balanced Inst 0.13 0.58 0.64 7.38 5.83 7.39
MassMutual RetireSMART Mod R3 0.29 0.58 0.29 6.46 4.53 ---
JPMorgan Investor Balanced C 0.46 0.57 0.30 6.05 4.85 6.05
JHancock Balanced A 0.84 0.57 1.01 7.15 5.95 7.52
Pacific Funds Port Optim Mod Adv 0.35 0.56 0.35 6.48 5.70 6.47
Janus Henderson Value Plus Income N 1.25 0.56 1.47 --- --- ---
American Funds Moderate Gr & Inc R-2 -0.13 0.56 0.15 6.74 5.96 7.15
Voya Retirement Moderate Growth Port A 0.31 0.55 0.47 6.80 5.58 6.86
Transamerica Multi-Mgd Balanced C 1.40 0.55 0.96 6.31 5.77 7.31
Putnam Dynamic Asset Allocation Bal C 0.76 0.55 1.65 7.70 5.39 7.64
JHancock Balanced R2 0.84 0.54 0.99 7.05 5.84 7.49
Bruce 2.57 0.54 2.82 5.94 5.54 8.71
Wells Fargo WealthBuilder Gr Bal A 0.83 0.53 0.75 7.28 --- ---
Cavanal Hill Active Core C 1.03 0.53 0.60 5.89 4.33 ---
VY® Franklin Income S2 0.61 0.52 2.11 4.80 5.96 6.24
VY® Franklin Income S 0.60 0.52 2.10 4.89 6.11 6.40
American Beacon Balanced Inv -0.07 0.52 1.54 7.60 5.77 7.36
American Beacon Balanced A -0.07 0.52 1.54 7.69 5.73 7.29
JHancock Multi-Index Lifestyle Bal 1 0.35 0.51 0.69 6.35 5.88 ---
Oakmark Equity and Income Institutional 0.97 0.50 0.09 9.13 --- ---
Voya Solution Balanced Port S 0.39 0.49 0.29 6.82 5.60 7.24
Catalyst/SMH Total Return Income C 2.13 0.49 0.63 4.53 3.73 -0.75
Principal SAM Balanced J 0.13 0.48 0.61 7.28 5.65 7.13
Nuveen Strategy Growth Allocation C -0.71 0.48 0.08 7.93 5.06 6.75
JHancock Balanced R3 0.83 0.48 0.93 6.90 5.69 7.28
TETON Westwood Balanced I 1.09 0.47 0.55 8.06 6.22 7.41
Oakmark Equity and Income Advisor 0.97 0.47 0.09 9.08 --- ---
VALIC Company I Dynamic Allocation 1.39 0.46 0.49 9.20 6.00 6.50
American Beacon Balanced Adv -0.06 0.46 1.48 7.44 5.58 7.18
Transamerica Asset Allocation Mod Gr I -0.37 0.45 -0.15 7.24 6.25 7.91
Principal SAM Balanced R5 0.13 0.45 0.58 7.12 5.58 7.10
Janus Henderson Value Plus Income I 1.15 0.45 1.37 5.30 5.54 6.67
Janus Henderson Value Plus Income A 1.22 0.45 1.40 5.10 5.35 6.47
American Funds College 2030 529C 0.00 0.45 -0.15 6.19 5.04 7.11
SA Worldwide Moderate Growth -0.61 0.44 0.35 9.06 --- ---
JHancock Multi-Index Lifestyle Bal R6 0.35 0.44 0.61 6.30 5.92 ---
Virtus Herzfeld A 0.00 0.43 1.74 8.23 7.73 8.13
JHancock Balanced R1 0.83 0.43 0.92 6.75 5.58 7.16
Principal SAM Balanced R4 0.13 0.42 0.55 6.99 5.44 6.98
Principal SAM Balanced A 0.13 0.42 0.55 7.06 5.49 7.02
Pacific Funds Port Optim Mod A 0.35 0.42 0.28 6.23 5.43 6.20
MainStay Balanced R6 1.27 0.42 1.95 --- --- ---
Janus Henderson Value Plus Income D 1.24 0.42 1.35 5.23 5.48 6.59
Franklin NextStep Moderate Advisor -0.17 0.42 0.00 6.67 --- ---
Hartford Balanced C 0.92 0.41 0.41 6.75 5.15 7.07
Deutsche Multi-Asset Moderate Allc A 0.20 0.41 0.51 6.87 3.83 6.20
Transamerica Multi-Mgd Balanced B 1.38 0.40 0.90 5.97 5.45 7.01
Oakmark Equity And Income Investor 0.94 0.40 0.06 8.91 5.84 8.22
Voya Solution Balanced Port S2 0.39 0.39 0.20 6.70 5.43 7.09
JHancock Multimanager Lifestyle Bal C 0.26 0.39 0.00 6.01 4.66 5.91
JHancock Multimanager Lifestyle Bal B 0.20 0.39 0.00 6.01 4.66 5.90
Voya Strategic Allocation Mod Port I 0.35 0.38 0.31 6.72 5.56 7.37
Transamerica Asset Allocation Mod Gr T1 -0.44 0.37 -0.22 7.02 --- ---
Transamerica Asset Allocation Mod Gr Adv -0.37 0.37 -0.15 7.10 --- ---
Transamerica Asset Allocation Mod Gr A -0.37 0.37 -0.15 6.96 6.00 7.63
MainStay Balanced I 1.24 0.37 1.93 5.71 5.21 7.54
Janus Henderson Value Plus Income T 1.14 0.37 1.32 5.03 5.43 6.53
VY® Franklin Income A 0.54 0.36 2.09 4.52 5.73 6.03
Ladenburg Growth & Income C 0.52 0.35 0.17 5.96 --- ---
QS Conservative Growth I 0.48 0.34 0.07 5.97 5.32 ---
Osterweis Strategic Investment 1.33 0.33 1.26 5.36 3.83 6.43
TETON Westwood Balanced AAA 1.01 0.32 0.49 7.80 5.94 7.15
Invesco Moderate Allocation R6 0.37 0.32 0.46 6.13 --- ---
SEI Defensive Strategy Allc F (SAAT) 2.41 0.31 2.50 4.56 6.37 8.07
MainStay Balanced R1 1.24 0.31 1.90 5.57 5.11 7.43
Invesco Moderate Allocation Y 0.37 0.31 0.45 6.08 5.00 5.68
Voya Solution Balanced Port A 0.30 0.30 0.20 6.56 5.32 6.98
Principal SAM Balanced R3 0.13 0.30 0.50 6.80 5.25 6.78
SEI Conservative Strategy Allc F (SAAT) 2.59 0.29 2.64 4.65 6.49 8.46
Janus Henderson Value Plus Income S 1.11 0.29 1.26 4.95 5.31 6.38
Alger Balanced I-2 1.29 0.29 0.70 6.47 7.45 8.56
Voya Strategic Allocation Mod Port S 0.42 0.28 0.28 6.51 5.30 7.09
Pacific Funds Port Optim Mod R 0.28 0.28 0.21 5.93 5.17 5.95
Oakmark Equity And Income Service 0.91 0.28 0.00 8.66 5.53 7.90
Invesco Equity and Income R5 -0.27 0.26 0.26 6.52 6.94 8.70
American Beacon Balanced C -0.07 0.26 1.40 6.96 4.97 6.50
MainStay Balanced A 1.24 0.25 1.87 5.42 4.96 7.27
Franklin NextStep Moderate A -0.17 0.25 -0.08 6.44 --- ---
JHancock Balanced C 0.79 0.24 0.84 6.42 5.20 6.79
JHancock Balanced B 0.79 0.24 0.84 6.42 5.20 6.79
Invesco Moderate Allocation R5 0.37 0.24 0.46 6.05 4.95 5.69
PNC Balanced Allocation I 0.61 0.23 0.30 7.13 5.55 6.91
PNC Balanced Allocation A 0.60 0.23 0.30 6.87 5.29 6.64
FPA Crescent -0.14 0.23 -1.02 4.55 5.54 6.84
Wells Fargo WealthBuilder Gr Bal C 0.74 0.22 0.59 6.49 4.99 6.42
Transamerica Asset Allocation Mod Gr R -0.37 0.22 -0.22 6.68 5.69 7.36
MainStay Balanced R2 1.24 0.22 1.84 5.34 4.90 7.19
QS Conservative Growth A 0.41 0.21 -0.07 5.69 5.06 6.12
Principal SAM Balanced R2 0.06 0.20 0.46 6.57 5.04 6.58
MainStay Balanced Inv 1.24 0.20 1.82 5.28 4.79 7.10
Invesco Moderate Allocation S 0.37 0.19 0.41 5.84 4.82 5.52
Invesco Equity and Income R6 -0.36 0.19 0.28 6.59 7.01 8.78
Voya Balanced Port I 0.20 0.18 0.24 6.29 5.71 7.29
Virtus Herzfeld C 0.00 0.18 1.57 7.48 6.95 7.33
RiverNorth Core Opportunity I 0.28 0.18 0.46 8.28 7.13 ---
TETON Westwood Balanced A 1.00 0.17 0.34 7.43 5.68 6.86
Principal SAM Balanced R1 0.06 0.17 0.42 6.47 4.92 6.44
Delaware Foundation Moderate Allc I -0.09 0.16 0.25 6.29 4.92 6.28
Invesco Equity and Income Y -0.36 0.15 0.15 6.37 6.85 8.63
Pacific Funds Port Optim Mod C 0.28 0.14 0.14 5.42 4.65 5.45
RiverNorth Core Opportunity R 0.28 0.12 0.49 8.07 6.89 7.40
Delaware Foundation Moderate Allc A -0.09 0.11 0.20 6.05 4.71 6.05
MainStay Balanced R3 1.21 0.10 1.78 5.05 4.58 6.89
Deutsche Multi-Asset Moderate Allc C 0.20 0.10 0.41 6.17 3.07 5.43
Invesco Moderate Allocation A 0.37 0.09 0.39 5.73 4.71 5.42
Invesco Equity and Income A -0.36 0.09 0.18 6.17 6.60 8.37
Madison Moderate Allocation A 0.17 0.08 0.51 6.30 5.46 6.70
Pacific Funds Port Optim Mod B 0.28 0.07 0.07 5.41 4.65 5.45
VY® Invesco Equity and Income I -0.29 0.06 0.34 6.05 6.81 8.49
Voya Balanced Port S 0.20 0.06 0.18 6.00 5.44 7.02
QS Conservative Growth R 0.42 0.06 -0.08 5.31 4.73 ---
Principal SAM Balanced C 0.06 0.06 0.38 6.28 4.71 6.23
Elfun Diversified -0.05 0.05 0.00 6.70 5.06 6.65
Janus Henderson Value Plus Income C 1.15 0.04 1.21 4.29 4.58 5.67
Invesco Moderate Allocation R 0.37 0.03 0.33 5.56 4.48 5.16
Transamerica Asset Allocation Mod Gr C -0.45 0.00 -0.37 6.16 5.21 6.85
Stringer Moderate Growth Institutional 0.56 0.00 0.37 5.62 3.78 ---
Columbia Balanced Inst3 1.21 -0.01 0.55 5.65 6.38 8.65
TETON Westwood Balanced C 0.99 -0.04 0.28 6.91 5.16 6.34
Delaware Foundation Moderate Allc R -0.09 -0.04 0.13 5.80 4.42 5.75
Columbia Balanced Inst2 1.21 -0.04 0.55 5.61 6.34 8.60
VY® Invesco Equity and Income S -0.32 -0.06 0.28 5.79 6.54 8.21
VALIC Company I Asset Allocation -0.52 -0.06 -1.39 7.53 5.17 6.85
Invesco Equity and Income R -0.45 -0.06 0.03 5.85 6.33 8.09
Columbia Balanced Inst 1.23 -0.06 0.53 5.55 6.26 8.49
Columbia Balanced Adv 1.21 -0.06 0.53 5.55 6.25 8.49
Franklin NextStep Moderate C -0.25 -0.08 -0.25 5.58 --- ---
Stringer Moderate Growth A 0.56 -0.09 0.28 5.34 3.49 ---
QS Conservative Growth C 0.40 -0.10 -0.16 4.93 4.31 5.35
VY® Invesco Equity and Income S2 -0.32 -0.11 0.24 5.66 6.41 8.07
Hennessy Equity and Income Institutional 0.67 -0.12 -0.25 7.06 5.29 6.93
VY® Invesco Equity and Income A -0.32 -0.15 0.21 5.54 6.28 7.95
Transamerica Asset Allocation Mod Gr B -0.43 -0.15 -0.43 5.96 5.07 6.73
PNC Balanced Allocation C 0.54 -0.15 0.08 6.03 4.57 5.89
MainStay Balanced B 1.16 -0.15 1.63 4.46 4.01 6.30
Invesco Moderate Allocation C 0.30 -0.17 0.20 4.97 3.95 4.65
WesMark Balanced 0.42 -0.18 -0.90 5.81 5.41 6.35
MainStay Balanced C 1.16 -0.18 1.63 4.47 4.00 6.29
Columbia Balanced A 1.19 -0.18 0.47 5.28 5.99 8.22
Invesco Equity and Income C -0.37 -0.19 -0.01 5.37 5.83 7.57
Saratoga Moderately Cnsrv Bal Allc I 0.91 -0.20 1.94 --- --- ---
Saratoga Moderately Cnsrv Bal Allc C 0.91 -0.20 1.94 --- --- ---
Saratoga Moderately Cnsrv Bal Allc A 0.91 -0.20 1.94 --- --- ---
Columbia Balanced T 1.19 -0.20 0.45 5.29 --- ---
Vanguard Managed Payout Investor -0.69 -0.21 -0.34 6.04 5.42 6.79
Scharf Balanced Opportunity Instl 1.16 -0.22 -0.99 2.30 3.67 7.24
MainStay Moderate Allocation I -0.07 -0.22 0.14 6.80 5.13 6.81
Franklin Balanced R6 0.44 -0.23 1.00 5.22 5.83 6.95
Madison Moderate Allocation C 0.09 -0.25 0.26 5.44 4.66 5.89
Madison Moderate Allocation B 0.09 -0.25 0.26 5.45 4.67 5.90
Delaware Foundation Moderate Allc C -0.09 -0.26 -0.01 5.24 3.88 5.23
Nuveen Strategy Balanced Allc I -0.57 -0.28 -0.10 5.42 4.18 6.09
GuidePath® Conservative Allocation Instl 0.87 -0.28 0.76 4.46 1.92 4.70
MainStay Moderate Allocation A 0.00 -0.29 0.07 6.59 4.91 6.54
Hennessy Equity and Income Investor 0.70 -0.29 -0.29 6.72 4.91 6.56
Columbia Balanced R 1.17 -0.31 0.38 5.02 5.73 7.96
Vanguard Wellington™ Admiral™ 0.28 -0.33 0.60 6.98 7.64 8.79
Scharf Balanced Opportunity Retail 1.14 -0.34 -1.05 2.04 --- ---
Vanguard Wellington™ Inv 0.27 -0.36 0.59 6.90 7.56 8.71
MainStay Moderate Allocation Inv -0.15 -0.36 0.00 6.45 4.72 6.37
Franklin Balanced Adv 0.43 -0.36 0.97 5.03 5.70 6.81
JPMorgan Diversified R6 0.06 -0.38 -0.60 --- --- ---
JPMorgan Diversified L 0.06 -0.39 -0.62 7.35 6.04 7.87
American Funds College 2027 529F1 0.08 -0.39 0.08 4.43 4.80 6.84
Franklin Balanced A 0.50 -0.41 0.91 4.79 5.45 6.53
Russell Inv LifePoints Balanced Strat S -1.13 -0.44 -0.26 3.09 4.49 5.71
Russell Inv LifePoints Balanced Strat R1 -1.13 -0.44 -0.18 3.11 4.56 5.82
Nuveen Strategy Balanced Allc A -0.56 -0.44 -0.16 5.15 3.94 5.81
MainStay Moderate Allocation R3 -0.07 -0.44 0.00 6.25 --- ---
JPMorgan Diversified I 0.06 -0.44 -0.60 7.18 5.81 7.64
Hennessy Balanced Investor -0.08 -0.44 0.54 5.20 5.43 4.43
USAA Cornerstone Moderately Agrsv -0.19 -0.46 0.12 5.80 3.86 5.11
Stringer Moderate Growth C 0.47 -0.47 0.19 4.64 2.75 ---
GuidePath® Conservative Allocation Svc 0.78 -0.48 0.67 3.87 1.32 4.06
Wilmington Diversified Income I 0.09 -0.50 0.73 5.24 4.47 5.77
Nuveen Strategy Balanced Allc R3 -0.57 -0.51 -0.23 4.92 3.69 5.55
Russell Inv LifePoints Balanced Strat R4 -1.14 -0.53 -0.27 2.93 4.31 5.55
Russell Inv LifePoints Balanced Strat E -1.14 -0.53 -0.26 2.89 4.25 5.46
Russell Inv LifePoints Balanced Strat A -1.14 -0.53 -0.27 2.96 4.34 5.53
Columbia Balanced C 1.13 -0.53 0.29 4.51 5.20 7.42
American Funds College 2027 529A 0.00 -0.55 0.00 4.16 4.57 6.63
Sterling Capital Strategic Allc Bal I -0.33 -0.59 0.15 6.86 4.83 6.53
Russell Inv LifePoints Balanced Strat R5 -1.14 -0.62 -0.27 2.66 4.04 5.28
JPMorgan Diversified A 0.06 -0.62 -0.73 6.91 5.54 7.36
American Funds College 2027 529E 0.00 -0.64 -0.08 3.94 4.32 6.34
Wilmington Diversified Income A 0.00 -0.66 0.57 4.89 4.17 5.47
MainStay Moderate Allocation C -0.07 -0.66 -0.15 5.63 3.93 5.56
MainStay Moderate Allocation B -0.07 -0.66 -0.07 5.70 3.96 5.58
Vanguard Global Wellington Admiral -0.89 -0.67 -0.34 --- --- ---
Timothy Plan Strategic Growth A -0.41 -0.72 -1.02 6.02 2.34 4.24
Intrepid Capital Institutional 0.76 -0.72 -0.14 4.01 4.19 5.72
AB All Market Total Return I -0.07 -0.73 0.40 2.96 3.63 5.74
Sterling Capital Strategic Allc Bal A -0.33 -0.74 0.09 6.56 4.54 6.25
AB All Market Total Return Advisor -0.07 -0.74 0.47 3.07 3.68 5.78
Vanguard Global Wellington Investor -0.93 -0.76 -0.39 --- --- ---
Nuveen Strategy Balanced Allc C -0.67 -0.76 -0.38 4.43 3.17 5.01
Madison Diversified Income A 0.84 -0.77 0.37 5.69 6.75 6.68
Intrepid Capital Investor 0.76 -0.79 -0.21 3.80 3.93 5.47
Franklin Balanced C 0.36 -0.79 0.73 3.96 4.65 5.76
American Funds Cnsrv Gr & Inc R-6 0.08 -0.79 0.39 3.93 5.47 6.42
American Funds Cnsrv Gr & Inc F-3 0.16 -0.79 0.39 3.94 --- ---
Westwood Income Opportunity Instl 0.71 -0.80 0.08 4.03 4.34 5.51
American Funds Cnsrv Gr & Inc R-5 0.16 -0.80 0.38 3.96 5.42 6.36
JPMorgan Diversified C 0.00 -0.81 -0.81 6.39 5.02 6.82
AB All Market Total Return A -0.07 -0.81 0.41 2.85 3.41 5.50
American Funds Retire Inc Port-Enh F3 -0.09 -0.83 0.28 4.82 --- ---
American Funds Retire Inc Port-Enh F2 -0.09 -0.86 0.25 4.73 --- ---
American Funds College 2027 529C -0.08 -0.88 -0.24 3.34 3.74 5.77
AB All Market Total Return K -0.07 -0.88 0.34 2.73 3.32 5.40
CornerCap Balanced 0.42 -0.89 -0.14 6.77 5.24 6.92
American Funds Cnsrv Gr & Inc F-2 0.08 -0.89 0.29 3.83 5.34 6.31
Russell Inv LifePoints Balanced Strat C -1.26 -0.90 -0.45 2.15 3.55 4.73
American Funds Cnsrv Gr & Inc 529-F-1 0.08 -0.90 0.29 3.79 5.28 6.22
American Funds Cnsrv Gr & Inc R-5E 0.16 -0.91 0.36 3.88 --- ---
Westwood Income Opportunity A 0.65 -0.93 -0.04 3.77 4.07 5.23
American Funds Retire Inc Port-Enh R6 -0.17 -0.93 0.27 4.73 --- ---
American Funds Retire Inc Port-Enh R5 -0.17 -0.93 0.18 4.68 --- ---
American Funds Retire Inc Port-Enh R2E -0.09 -0.94 0.25 4.71 --- ---
American Funds Retire Inc Port-Enh R5E -0.17 -0.95 0.24 4.70 --- ---
American Funds Cnsrv Gr & Inc F-1 0.08 -0.95 0.32 3.65 5.10 6.04
American Funds Cnsrv Gr & Inc 529-A 0.08 -0.95 0.32 3.64 5.04 5.99
Westwood Worldwide Income Opp Instl -0.29 -0.96 -1.44 4.09 3.01 ---
American Funds Retire Inc Port-Enh R4 -0.09 -0.98 0.22 4.54 --- ---
American Funds Retire Inc Port-Enh A -0.09 -0.99 0.21 4.52 --- ---
American Funds Retire Inc Port-Mod F2 0.18 -1.01 0.31 3.47 --- ---
American Funds Cnsrv Gr & Inc A 0.08 -1.02 0.24 3.61 5.12 6.07
American Funds Cnsrv Gr & Inc R-4 0.08 -1.03 0.24 3.59 5.10 6.05
Morningstar Div Yld Foc 5 TR USD 0.46 -1.04 0.43 3.23 2.95 2.95
Madison Diversified Income C 0.77 -1.08 0.18 4.94 5.96 5.88
American Funds Retire Inc Port-Mod R6 0.09 -1.08 0.24 3.55 --- ---
American Funds Retire Inc Port-Mod F3 0.09 -1.08 0.24 3.47 --- ---
American Funds Retire Inc Port-Enh F1 -0.17 -1.08 0.20 4.49 --- ---
American Funds Cnsrv Gr & Inc 529-E 0.08 -1.08 0.26 3.39 4.83 5.77
AB All Market Total Return R -0.14 -1.08 0.21 2.32 2.96 5.06
American Funds Retire Inc Port-Mod R5 0.09 -1.09 0.32 3.48 --- ---
Sterling Capital Strategic Allc Bal C -0.42 -1.10 -0.09 5.73 3.78 5.47
American Funds Retire Inc Port-Mod R2E 0.09 -1.10 0.31 3.45 --- ---
American Funds Retire Inc Port-Mod R5E 0.09 -1.11 0.29 3.53 --- ---
Loomis Sayles Multi-Asset Income N -0.84 -1.12 -0.83 5.10 --- ---
Timothy Plan Strategic Growth C -0.46 -1.14 -1.25 5.19 1.58 3.45
Madison Diversified Income B 0.70 -1.14 0.18 4.87 5.93 5.86
American Funds Retire Inc Port-Mod A 0.09 -1.14 0.27 3.27 --- ---
American Funds Retire Inc Port-Mod F1 0.09 -1.15 0.26 3.23 --- ---
American Funds Cnsrv Gr & Inc R-3 0.08 -1.16 0.18 3.30 4.77 5.73
Hennessy Total Return Investor 0.08 -1.18 1.21 6.75 7.46 6.80
American Funds Cnsrv Gr & Inc R-2E 0.00 -1.19 0.15 3.13 4.88 ---
American Funds Retire Inc Port-Enh R3 -0.17 -1.20 0.08 4.12 --- ---
Loomis Sayles Multi-Asset Income Y -0.92 -1.21 -0.84 4.97 6.58 7.01
Archer Balanced 0.87 -1.21 -0.29 5.15 4.53 8.35
AB All Market Total Return B -0.14 -1.21 0.14 2.00 2.62 4.70
American Funds Retire Inc Port-Mod R4 0.09 -1.22 0.19 3.24 --- ---
AB All Market Total Return C -0.14 -1.22 0.21 2.00 2.64 4.71
Loomis Sayles Multi-Asset Income A -0.86 -1.23 -0.90 4.75 6.31 6.83
American Funds Retire Inc Port-Enh R1 -0.17 -1.23 0.05 3.95 --- ---
Sextant Core -0.08 -1.24 -0.39 5.07 4.08 4.99
MFS® Total Return R4 0.29 -1.26 -0.25 3.79 5.65 7.35
American Funds Retire Inc Port-Enh R2 -0.09 -1.27 0.10 4.03 --- ---
MFS® Total Return R6 0.30 -1.28 -0.23 3.83 5.74 7.44
Salient Select Opportunity Institutional -0.04 -1.29 0.65 -1.35 1.58 ---
First Investors Total Return Instl 0.20 -1.29 0.28 4.94 3.94 6.27
American Funds Retire Inc Port-Mod R3 0.09 -1.30 0.20 2.92 --- ---
MFS® Total Return I 0.29 -1.32 -0.31 3.74 5.64 7.35
Delaware Wealth Builder Institutional 0.35 -1.33 1.01 2.85 4.27 6.21
American Funds Retire Inc Port-Mod R2 0.09 -1.33 0.17 2.70 --- ---
First Investors Total Return Adv 0.20 -1.34 0.24 4.90 3.90 6.18
American Funds Cnsrv Gr & Inc R-2 0.08 -1.34 0.08 2.86 4.33 5.24
American Funds Cnsrv Gr & Inc C 0.00 -1.34 0.08 2.84 4.33 5.25
American Funds Cnsrv Gr & Inc R-1 0.08 -1.35 0.07 2.83 4.31 5.26
American Funds Cnsrv Gr & Inc 529-C 0.00 -1.35 0.08 2.75 4.26 5.18
American Funds Retire Inc Port-Enh C -0.26 -1.39 -0.03 3.66 --- ---
MFS® Total Return R3 0.27 -1.42 -0.32 3.48 5.38 7.08
Salient Select Opportunity Investor -0.08 -1.43 0.60 -1.66 1.25 ---
MFS® Total Return 529A 0.27 -1.43 -0.38 3.46 5.33 7.03
Delaware Wealth Builder A 0.39 -1.44 1.01 2.59 4.01 5.94
American Funds Retire Inc Port-Mod R1 0.09 -1.45 0.14 2.53 --- ---
MFS® Total Return A 0.27 -1.47 -0.37 3.49 5.38 7.08
Highland Total Return Y 0.40 -1.47 0.57 -0.20 4.33 5.89
First Investors Total Return A 0.15 -1.47 0.17 4.51 3.51 5.84
American Funds Retire Inc Port-Mod C 0.09 -1.47 0.03 2.50 --- ---
State Farm Balanced 0.40 -1.48 0.70 4.35 5.26 7.01
Salient Select Opportunity A -0.08 -1.51 0.56 -1.86 1.08 ---
MFS® Total Return R2 0.24 -1.52 -0.38 3.21 5.11 6.81
Highland Total Return A 0.40 -1.58 0.54 -0.42 4.08 5.63
Delaware Wealth Builder R 0.36 -1.58 0.92 2.37 3.77 5.67
Mairs & Power Balanced Inv 0.50 -1.61 0.59 3.45 5.83 7.08
Loomis Sayles Multi-Asset Income C -1.00 -1.67 -1.08 3.98 5.51 6.02
Timothy Plan Defensive Strategies I 0.00 -1.71 1.87 3.68 1.17 ---
Salient Select Opportunity C -0.12 -1.71 0.44 -2.27 0.61 ---
MFS® Total Return C 0.20 -1.75 -0.54 2.71 4.60 6.28
MFS® Total Return B 0.23 -1.75 -0.53 2.73 4.60 6.28
MFS® Total Return R1 0.20 -1.78 -0.56 2.71 4.59 6.27
MFS® Total Return 529C 0.19 -1.80 -0.53 2.63 4.54 6.21
MFS® Total Return 529B 0.19 -1.80 -0.53 2.64 4.55 6.22
PSG Tactical Growth -0.51 -1.81 0.21 1.26 -2.24 -0.18
First Investors Total Return B 0.10 -1.82 -0.02 3.75 2.74 5.02
Delaware Wealth Builder C 0.26 -1.86 0.73 1.80 3.22 5.14
Timothy Plan Defensive Strategies A 0.00 -1.88 1.77 3.38 0.92 0.89
Highland Total Return C 0.35 -1.91 0.35 -1.16 3.30 4.84
PGIM Real Assets R6 -1.15 -1.96 1.66 3.92 0.22 ---
PGIM Real Assets Z -1.04 -1.98 1.75 3.95 0.13 1.29
Morningstar Div Yld Foc 5 ER USD 0.26 -2.03 -0.17 1.45 1.86 2.19
PGIM Real Assets A -1.05 -2.09 1.67 3.65 -0.14 1.03
Holland Balanced -0.05 -2.10 -0.36 2.51 5.13 6.27
Timothy Plan Defensive Strategies C -0.09 -2.14 1.58 2.62 0.15 0.13
Davenport Balanced Income 0.69 -2.42 0.43 3.83 --- ---
PGIM Real Assets C -1.16 -2.49 1.40 2.85 -0.86 0.29
PGIM Real Assets B -1.16 -2.52 1.36 2.66 -0.92 0.25
Eventide Multi-Asset Income I 0.20 -2.98 0.21 0.72 --- ---
Eventide Multi-Asset Income N 0.09 -3.15 0.06 0.45 --- ---
Eventide Multi-Asset Income A 0.09 -3.17 0.05 0.40 --- ---
Eventide Multi-Asset Income C 0.11 -3.46 -0.04 -0.34 --- ---
Savos Dynamic Hedging 1.71 -3.71 -1.16 5.51 --- ---
USAA Total Return Strategy Institutional -0.49 -5.69 -2.64 -3.13 -2.69 ---
USAA Total Return Strategy -0.49 -5.83 -2.65 -3.47 -3.04 -1.23
Chou Opportunity 2.41 -9.63 8.92 6.33 -5.84 -2.37
Fairholme Allocation 0.14 -10.28 -1.10 -6.29 -5.83 -2.21
RiverFront Asset Allocation Moderate A --- --- --- --- --- ---
Hartford Balanced R6 1.03 --- 0.69 --- --- ---
Consulting Group Alternative Strats -0.61 --- -1.01 --- --- ---
BlackRock Balanced Capital K 1.08 --- 1.34 --- --- ---
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