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Data through 2/16/2018. 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 -1.77 0.40 2.86 10.13 5.45 7.34
Transamerica Asset Allocation Mod Gr Adv 9.87 12.23 16.87 --- --- ---
Virtus Tactical Allocation A 0.21 4.25 5.69 18.75 5.88 7.36
Virtus Strategic Allocation A 0.26 4.04 5.38 18.75 5.58 7.01
Virtus Tactical Allocation C 0.10 4.03 5.44 17.81 5.05 6.53
Virtus Strategic Allocation C 0.20 3.88 5.09 17.78 4.77 6.20
Plumb Balanced 0.00 2.89 4.50 20.84 9.24 11.06
Centaur Total Return 0.15 2.32 3.65 13.47 7.05 7.90
Value Line Asset Allocation Instl -0.09 2.25 4.27 12.98 --- ---
Value Line Asset Allocation Investor -0.12 2.22 4.20 12.72 7.16 9.05
FPA Crescent -1.12 2.10 4.41 8.23 6.33 8.50
Janus Henderson Balanced N -0.39 2.01 4.57 15.50 7.89 9.87
Janus Henderson Balanced I -0.39 2.00 4.55 15.41 7.81 9.77
VALIC Company I Asset Allocation -1.05 1.99 4.96 12.15 6.50 7.79
BlackRock Balanced Capital Inv A -0.56 1.99 3.91 11.88 7.74 9.94
Janus Henderson Balanced T -0.42 1.98 4.51 15.21 7.63 9.59
BlackRock Balanced Capital Instl -0.56 1.98 3.97 12.20 8.05 10.26
Janus Henderson Balanced D -0.42 1.97 4.50 15.34 7.73 9.69
BlackRock Balanced Capital R -0.56 1.96 3.85 11.52 7.38 9.57
Janus Henderson Balanced S -0.45 1.95 4.41 14.92 7.35 9.32
Janus Henderson Balanced A -0.42 1.95 4.44 15.07 7.49 9.47
Janus Henderson VIT Balanced Instl -0.42 1.93 4.42 15.20 7.73 9.76
Janus Henderson Balanced R -0.48 1.90 4.33 14.63 7.08 9.04
EValuator Moderate RMS Service -1.30 1.88 4.24 14.36 --- ---
Janus Henderson Balanced C -0.48 1.87 4.27 14.30 6.77 8.70
BlackRock Balanced Capital Inv C -0.64 1.87 3.69 11.01 6.92 9.10
Fidelity® Puritan® K -0.96 1.84 4.15 15.27 8.31 10.70
Fidelity® Puritan® -0.96 1.84 4.09 15.16 8.20 10.58
EValuator Moderate RMS R4 -1.38 1.79 4.12 13.84 --- ---
Federated MDT Balanced R6 -1.10 1.72 3.73 12.59 5.76 8.70
1919 Socially Responsive Balanced I -0.82 1.68 3.64 14.67 6.71 8.89
1919 Socially Responsive Balanced A -0.82 1.67 3.54 14.39 6.45 8.61
Federated MDT Balanced Instl -1.15 1.66 3.66 12.49 6.00 9.07
Federated MDT Balanced A -1.10 1.66 3.64 12.24 5.74 8.80
Franklin Moderate Allocation Advisor -0.85 1.61 3.20 12.74 6.01 7.04
Rational Strategic Allocation Instl -1.17 1.60 3.61 10.09 --- ---
1919 Socially Responsive Balanced C -0.86 1.60 3.38 13.55 5.66 7.83
Rational Strategic Allocation A -1.16 1.59 3.63 9.77 6.06 6.04
Federated MDT Balanced C -1.16 1.57 3.43 11.44 4.95 8.00
Oakmark Equity and Income Institutional -1.48 1.55 4.39 11.91 --- ---
Oakmark Equity and Income Advisor -1.45 1.55 4.38 11.86 --- ---
Franklin Moderate Allocation R -0.85 1.55 3.07 12.23 5.48 6.52
Franklin Moderate Allocation A -0.91 1.55 3.11 12.45 5.73 6.76
T. Rowe Price Personal Strat Bal I -1.01 1.54 3.07 14.52 --- ---
T. Rowe Price Personal Strat Bal -0.97 1.54 3.07 14.42 7.61 8.95
Sit Balanced -1.00 1.54 3.12 14.83 7.76 9.59
1919 Socially Responsive Balanced B -0.89 1.54 3.32 13.43 5.52 7.55
Concorde Wealth Management -1.17 1.53 4.52 6.44 2.04 7.06
Oakmark Equity And Income Investor -1.48 1.52 4.34 11.69 6.65 9.34
Fidelity® Balanced K -1.27 1.52 3.57 13.23 7.74 10.31
Fidelity® Balanced -1.27 1.52 3.55 13.13 7.63 10.20
Fidelity Advisor® Balanced Z -1.28 1.51 3.51 13.04 7.77 ---
Fidelity Advisor® Balanced I -1.28 1.51 3.48 12.90 7.63 10.13
State Farm Equity & Bond R3 -0.97 1.50 3.58 13.77 7.23 9.76
State Farm Equity & Bond R1 -0.98 1.50 3.51 13.69 6.84 9.30
Oakmark Equity And Income Service -1.48 1.50 4.26 11.41 6.33 9.00
State Farm Equity & Bond Instl -0.96 1.48 3.57 13.86 7.30 9.84
State Farm Equity & Bond B -0.96 1.48 3.57 13.72 6.59 9.04
State Farm Equity & Bond A -1.04 1.48 3.50 13.73 7.09 9.60
American Funds College 2030 529E -0.87 1.48 3.64 12.76 6.31 8.78
Nuveen Strategy Growth Allocation I -1.42 1.47 3.98 14.00 6.86 8.64
Franklin Moderate Allocation C -0.87 1.47 2.93 11.61 4.94 5.97
American Funds College 2030 529F1 -0.86 1.47 3.72 13.27 6.80 9.28
American Funds College 2030 529A -0.86 1.47 3.68 13.00 6.61 9.08
State Farm Equity & Bond Premier -1.03 1.46 3.53 13.83 7.16 9.65
State Farm Equity & Bond B Legacy -1.03 1.46 3.53 13.72 6.79 9.23
American Century Strat Allc: Mod R6 -1.14 1.46 3.61 12.96 6.47 ---
American Century Strat Allc: Mod Inv -1.13 1.46 3.51 12.56 6.14 7.77
American Century Strat Allc: Mod I -1.13 1.46 3.56 12.78 6.35 7.98
American Century Strat Allc: Mod A -1.14 1.46 3.45 12.32 5.86 7.50
AMG Managers Montag & Caldwell Balancd I -1.02 1.45 3.20 13.37 5.74 7.15
American Century One Choice Mod Inv -1.23 1.45 3.51 12.73 6.34 8.03
Fidelity Advisor® Balanced A -1.31 1.44 3.43 12.64 7.35 9.84
American Century Balanced R5 -1.04 1.43 3.54 --- --- ---
American Century Balanced Inv -1.04 1.43 3.48 11.79 6.02 8.35
American Century Balanced I -1.04 1.43 3.53 12.01 6.22 8.56
State Farm Equity & Bond R2 -1.06 1.42 3.50 13.62 6.97 9.46
Fidelity Advisor® Balanced M -1.29 1.42 3.37 12.38 7.10 9.59
American Funds Moderate Gr & Inc R-6 -1.12 1.42 3.72 14.61 7.70 9.34
American Funds Moderate Gr & Inc R-5 -1.12 1.42 3.70 14.56 7.64 9.29
American Funds Moderate Gr & Inc 529-F-1 -1.12 1.42 3.75 14.44 7.52 9.15
Calvert Moderate Allocation I -1.02 1.41 3.81 13.34 --- ---
Calvert Moderate Allocation A -1.02 1.41 3.76 13.00 6.58 8.40
WesMark Balanced -0.96 1.40 3.23 9.70 5.93 7.43
Rational Strategic Allocation C -1.26 1.40 3.31 8.98 --- ---
Nuveen Strategy Growth Allocation A -1.51 1.40 3.82 13.70 6.57 8.37
AMG Managers Montag & Caldwell Balancd N -1.06 1.40 3.12 13.23 5.64 7.04
American Century One Choice Mod R -1.23 1.39 3.37 12.17 --- ---
Columbia Capital Alloc Mod Agrsv Inst2 -1.49 1.38 4.09 15.67 7.99 9.24
Columbia Capital Alloc Mod Agrsv Adv -1.48 1.38 4.07 15.58 7.92 9.15
T. Rowe Price Balanced I -1.32 1.36 3.10 15.04 --- ---
T. Rowe Price Balanced -1.36 1.36 3.06 14.85 7.57 9.23
Loomis Sayles Multi-Asset Income N -1.85 1.35 3.96 10.58 --- ---
Fidelity Advisor® Balanced C -1.36 1.35 3.26 11.80 6.54 9.01
BNY Mellon Asset Allocation M -1.47 1.35 4.14 14.17 6.57 7.95
American Funds Moderate Gr & Inc R-5E -1.12 1.35 3.69 14.48 --- ---
American Funds Moderate Gr & Inc R-4 -1.12 1.35 3.62 14.19 7.34 8.97
American Funds Moderate Gr & Inc F-3 -1.12 1.35 3.72 14.56 --- ---
American Funds Moderate Gr & Inc F-2 -1.12 1.35 3.69 14.51 7.57 9.23
American Funds Moderate Gr & Inc F-1 -1.12 1.35 3.62 14.15 7.30 8.95
American Funds Moderate Gr & Inc A -1.12 1.35 3.62 14.19 7.35 9.00
American Funds Moderate Gr & Inc 529-E -1.12 1.35 3.62 13.94 7.03 8.64
American Funds Moderate Gr & Inc 529-A -1.12 1.35 3.69 14.22 7.27 8.92
Nuveen Strategy Growth Allocation R3 -1.45 1.34 3.84 13.41 6.31 8.10
MassMutual Premier Balanced A -1.63 1.34 4.11 13.02 6.95 8.55
American Funds College 2030 529C -0.94 1.34 3.50 12.17 5.74 8.19
Columbia Capital Alloc Mod Agrsv Inst3 -1.52 1.33 4.12 15.71 8.06 ---
MassMutual Premier Balanced Svc -1.59 1.32 4.13 13.39 7.28 8.93
Loomis Sayles Multi-Asset Income A -1.86 1.32 3.85 10.18 6.43 7.45
American Century Strat Allc: Mod R -1.29 1.32 3.39 11.99 5.58 7.21
MassMutual Premier Balanced R5 -1.59 1.31 4.16 13.50 7.42 9.06
MassMutual Premier Balanced I -1.59 1.31 4.19 13.63 7.54 ---
Columbia Capital Alloc Mod Agrsv V -1.50 1.31 4.04 15.34 7.65 8.86
Columbia Capital Alloc Mod Agrsv K -1.50 1.31 4.00 15.43 7.71 ---
Columbia Capital Alloc Mod Agrsv Inst -1.57 1.31 4.04 15.57 7.91 9.13
Columbia Capital Alloc Mod Agrsv A -1.50 1.31 4.04 15.34 7.65 8.86
BNY Mellon Asset Allocation Inv -1.55 1.31 4.05 13.87 6.31 7.69
American Century Strat Allc: Mod R5 -1.13 1.31 3.56 --- --- ---
MassMutual Premier Balanced Adm -1.58 1.30 4.14 13.36 7.20 8.83
AIG Active Allocation A -1.38 1.30 3.80 12.36 6.23 8.06
Fidelity Asset Manager® 70% -1.43 1.29 3.64 14.79 7.69 9.28
Fidelity Advisor Asset Manager® 70% I -1.43 1.29 3.65 14.75 7.67 9.25
American Funds Moderate Gr & Inc R-3 -1.19 1.29 3.54 13.81 6.98 8.62
American Funds Moderate Gr & Inc R-1 -1.19 1.29 3.48 13.36 6.52 8.15
American Funds Moderate Gr & Inc 529-C -1.19 1.29 3.45 13.32 6.43 8.07
Loomis Sayles Multi-Asset Income Y -1.85 1.28 3.87 10.44 6.68 7.62
American Funds Moderate Gr & Inc R-2E -1.19 1.28 3.46 13.64 7.01 ---
Transamerica Asset Allocation Mod Gr I -1.74 1.27 4.05 13.03 7.14 8.96
Transamerica Asset Allocation Mod Gr A -1.74 1.27 3.93 12.73 6.86 8.68
Scharf Balanced Opportunity Instl -1.30 1.27 3.47 7.92 4.32 8.43
Nuveen Strategy Growth Allocation C -1.47 1.27 3.69 12.85 5.80 7.56
MassMutual Premier Balanced R4 -1.64 1.27 4.07 13.14 7.01 ---
MassMutual Premier Balanced R3 -1.64 1.27 3.98 12.88 6.79 ---
Dodge & Cox Balanced -1.90 1.27 5.02 9.81 8.55 11.22
Transamerica Asset Allocation Mod Gr T1 -1.73 1.26 3.98 --- --- ---
LKCM Balanced -1.14 1.26 3.89 11.31 7.54 9.47
Calvert Moderate Allocation C -1.07 1.26 3.56 12.19 5.78 7.59
Fidelity Advisor Asset Manager® 70% A -1.48 1.25 3.56 14.46 7.36 8.94
Columbia Capital Alloc Mod Agrsv R -1.57 1.23 3.90 14.98 7.39 8.60
American Funds Moderate Gr & Inc R-2 -1.19 1.22 3.43 13.39 6.52 8.12
American Funds Moderate Gr & Inc C -1.26 1.22 3.43 13.29 6.50 8.15
Scharf Balanced Opportunity Retail -1.33 1.21 3.41 7.63 --- ---
Transamerica Asset Allocation Mod Gr R -1.75 1.20 3.87 12.46 6.56 8.41
Loomis Sayles Multi-Asset Income C -1.85 1.20 3.66 9.48 5.63 6.65
Fidelity Advisor Asset Manager® 70% M -1.48 1.20 3.48 14.16 7.09 8.67
AIG Active Allocation B -1.45 1.20 3.62 11.66 5.53 7.33
Vanguard STAR Inv -1.56 1.19 3.58 15.13 7.68 9.22
Invesco Equity and Income Y -1.77 1.19 4.55 8.97 7.88 10.29
Invesco Equity and Income R6 -1.68 1.19 4.59 9.14 8.06 10.45
Invesco Equity and Income R5 -1.77 1.19 4.56 9.04 7.96 10.34
Invesco Equity and Income A -1.77 1.19 4.57 8.80 7.61 10.01
AIG Active Allocation C -1.44 1.19 3.62 11.63 5.56 7.37
Invesco Equity and Income R -1.76 1.18 4.49 8.49 7.34 9.74
Fidelity Advisor® Global Strategies I -1.46 1.18 3.80 15.43 7.57 6.87
American Century Strat Allc: Mod C -1.29 1.18 3.26 11.45 5.04 6.67
Franklin NextStep Moderate Advisor -1.38 1.17 3.16 11.87 --- ---
Hartford Moderate Allocation R5 -1.05 1.16 3.26 12.24 5.31 5.22
Hartford Moderate Allocation I -1.13 1.16 3.30 12.20 5.35 5.26
Hartford Moderate Allocation F -1.13 1.16 3.28 --- --- ---
Hartford Moderate Allocation A -1.13 1.16 3.18 11.91 5.03 4.94
Columbia Capital Alloc Mod Agrsv C -1.64 1.15 3.76 14.43 6.82 8.04
Transamerica Asset Allocation Mod Gr C -1.81 1.12 3.73 11.91 6.07 7.88
JHancock Balanced R6 -1.94 1.12 4.10 11.66 6.76 9.01
Invesco Equity and Income C -1.81 1.12 4.35 7.93 6.82 9.20
Fidelity Advisor Asset Manager® 70% C -1.57 1.12 3.35 13.55 6.55 8.12
Hartford Moderate Allocation R3 -1.15 1.09 3.13 11.62 4.69 4.61
Touchstone Balanced Y -1.37 1.08 3.95 13.02 7.55 9.11
JHancock Balanced I -1.99 1.08 4.09 11.51 6.63 8.88
Hartford Moderate Allocation R4 -1.13 1.08 3.22 11.87 4.97 4.90
Franklin NextStep Moderate A -1.38 1.08 3.09 11.62 --- ---
Fidelity Advisor® Global Strategies M -1.57 1.08 3.64 14.74 7.00 6.32
JHancock Balanced R5 -1.98 1.07 4.08 11.62 6.69 8.94
JHancock Balanced R4 -1.94 1.07 4.08 11.39 6.49 8.72
Fidelity® Global Strategies -1.56 1.07 3.70 15.31 7.53 6.85
Fidelity Advisor® Global Strategies A -1.46 1.07 3.68 15.08 7.28 6.59
TIAA-CREF Lifestyle Moderate Retirement -1.38 1.06 3.22 13.52 7.11 8.21
TIAA-CREF Lifestyle Moderate Premier -1.38 1.06 3.24 13.59 7.23 8.31
TIAA-CREF Lifestyle Moderate Instl -1.38 1.06 3.21 13.78 7.34 8.46
TIAA-CREF Lifestyle Moderate Advisor -1.38 1.06 3.19 13.71 --- ---
Oppenheimer Moderate Inv Y -1.58 1.06 3.37 12.12 5.95 7.38
Oppenheimer Moderate Inv A -1.59 1.06 3.36 11.80 5.68 7.11
Hartford Balanced HLS IA -1.29 1.06 4.06 12.68 6.86 9.59
AMG Chicago Equity Partners Balanced I -1.31 1.05 3.11 12.73 6.93 9.35
Wells Fargo Index Asset Allocation Instl -1.16 1.03 3.22 10.29 --- ---
Wells Fargo Index Asset Allocation Admin -1.16 1.03 3.19 10.16 6.79 10.76
Wells Fargo Growth Balanced Admin -1.70 1.03 3.13 12.42 6.91 9.55
VY® Invesco Equity and Income I -1.78 1.03 4.33 8.68 7.81 10.08
JHancock Balanced R2 -1.99 1.03 3.98 11.07 6.20 8.50
JHancock Balanced A -1.99 1.03 4.00 11.16 6.30 8.54
InvestEd Balanced -1.42 1.03 3.05 12.97 5.89 7.90
Transamerica Asset Allocation Mod Gr B -1.83 1.02 3.65 11.65 5.94 7.77
Touchstone Balanced A -1.41 1.02 3.91 12.75 7.31 8.84
JHancock Balanced R3 -1.99 1.02 3.93 10.92 6.05 8.29
JHancock Balanced R1 -2.03 1.02 3.90 10.79 5.94 8.18
Hartford Balanced Y -1.32 1.02 3.90 12.30 6.76 9.55
Hartford Balanced R5 -1.32 1.02 3.89 12.24 6.70 9.49
Hartford Balanced HLS IB -1.30 1.02 4.01 12.39 6.59 9.31
TIAA-CREF Managed Allc Retail -1.44 1.01 3.19 13.47 7.21 8.30
TIAA-CREF Managed Allc R -1.44 1.01 3.20 13.44 7.21 8.30
TIAA-CREF Managed Allc Inst -1.37 1.01 3.26 13.79 7.50 8.58
Hartford Moderate Allocation C -1.15 1.01 3.04 11.17 4.27 4.18
Franklin NextStep Moderate C -1.48 1.01 2.89 10.65 --- ---
Wells Fargo Index Asset Allocation A -1.16 1.00 3.15 9.97 6.57 10.52
AMG Chicago Equity Partners Balanced N -1.38 1.00 3.04 12.54 6.75 9.16
TIAA-CREF Lifestyle Moderate Retail -1.45 0.99 3.14 13.51 7.07 8.16
Oppenheimer Moderate Inv R -1.68 0.99 3.24 11.53 5.39 6.83
Hartford Balanced I -1.33 0.99 3.90 12.16 --- ---
Hartford Balanced F -1.33 0.99 3.88 --- --- ---
AMG Chicago Equity Partners Balanced Z -1.36 0.99 3.07 12.77 7.04 9.44
Wells Fargo Growth Balanced A -1.74 0.98 3.07 12.13 6.63 9.28
VY® T. Rowe Price Capital Apprec I -1.20 0.98 2.63 12.24 9.06 11.76
JHancock Balanced C -2.04 0.98 3.83 10.47 5.56 7.78
Hartford Balanced R4 -1.36 0.98 3.77 11.85 6.37 9.16
Fidelity Advisor® Global Strategies C -1.60 0.98 3.48 14.23 6.50 5.80
VY® Invesco Equity and Income S2 -1.84 0.97 4.21 8.26 7.39 9.66
VY® Invesco Equity and Income S -1.83 0.97 4.24 8.38 7.53 9.81
Dreyfus Balanced Opportunity Z -1.55 0.97 4.63 8.78 6.59 8.95
Westwood Worldwide Income Opp Instl -1.69 0.96 2.84 8.95 --- ---
VY® Invesco Equity and Income A -1.85 0.96 4.17 8.13 7.26 9.54
JHFunds2 Capital Appreciation Value NAV -1.20 0.96 2.62 12.11 8.92 11.53
Ivy Balanced N -2.10 0.96 3.61 8.45 4.07 ---
Ivy Balanced I -2.10 0.96 3.62 8.29 3.92 7.79
Dreyfus Balanced Opportunity Y -1.58 0.96 4.67 8.89 --- ---
Dreyfus Balanced Opportunity J -1.58 0.96 4.64 8.82 6.66 9.03
Dreyfus Balanced Opportunity I -1.58 0.96 4.65 8.88 6.67 9.03
Catalyst/SMH Total Return Income I -1.25 0.96 0.58 7.79 2.58 ---
T. Rowe Price Capital Appreciation I -1.21 0.95 2.64 12.34 --- ---
Hartford Balanced A -1.37 0.95 3.78 11.90 6.34 9.10
VY® T. Rowe Price Capital Apprec S -1.24 0.94 2.56 11.96 8.78 11.49
VY® T. Rowe Price Capital Apprec R6 -1.20 0.94 2.59 12.24 --- ---
Hartford Balanced R3 -1.40 0.94 3.71 11.56 6.06 8.82
Aberdeen Dynamic Allocation Inst -1.69 0.94 2.55 9.51 3.74 5.52
Waddell & Reed Continental Inc Y -2.21 0.93 3.65 8.33 3.93 7.84
Waddell & Reed Continental Inc A -2.21 0.93 3.65 8.09 3.66 7.54
Touchstone Balanced C -1.45 0.93 3.70 11.85 6.48 8.00
JHancock Balanced B -2.04 0.93 3.83 10.42 5.57 7.78
AIG Multi-Asset Allocation A -1.54 0.93 4.02 11.48 6.20 8.15
T. Rowe Price Capital Appreciation -1.21 0.92 2.61 12.20 9.02 11.66
Oppenheimer Moderate Inv C -1.70 0.92 3.10 11.04 4.89 6.29
JHancock Multimanager Lifestyle Bal R6 -1.35 0.92 2.88 12.08 6.48 7.62
JHancock Multimanager Lifestyle Bal R5 -1.41 0.92 2.84 12.02 6.41 7.55
JHancock Multimanager Lifestyle Bal I -1.41 0.92 2.85 11.96 --- ---
JHancock Multimanager Lifestyle Bal 5 -1.41 0.92 2.87 12.08 6.48 7.63
JHancock Multimanager Lifestyle Bal 1 -1.41 0.92 2.80 12.04 6.43 7.58
Ivy Balanced Y -2.14 0.92 3.56 8.03 3.66 7.52
Ivy Balanced A -2.14 0.92 3.51 7.98 3.64 7.50
Dreyfus Balanced Opportunity A -1.58 0.92 4.57 8.56 6.41 8.76
RiverFront Moderate Growth & Income Inv -1.30 0.91 2.68 9.77 5.10 6.50
RiverFront Moderate Growth & Income I -1.30 0.91 2.73 10.05 5.35 6.75
Wells Fargo Index Asset Allocation C -1.27 0.90 2.88 9.09 5.76 9.69
Schwab Balanced -1.20 0.90 3.00 12.26 6.71 8.90
MFS® Moderate Allocation R4 -1.00 0.90 2.99 12.32 6.51 7.34
George Putnam Balanced Y -1.46 0.90 2.74 11.85 6.97 9.34
George Putnam Balanced R6 -1.46 0.90 2.72 11.93 7.07 ---
T. Rowe Price Capital Appreciation Adv -1.26 0.89 2.49 11.86 8.68 11.31
Oppenheimer Moderate Inv B -1.66 0.89 3.16 10.99 4.88 6.27
Nationwide Inv Dest Mod R6 -1.55 0.89 3.22 11.76 6.40 7.51
Nationwide Inv Dest Mod Instl Svc -1.55 0.89 3.20 11.70 6.30 ---
MFS® Moderate Allocation I -1.04 0.89 2.95 12.27 6.48 7.33
George Putnam Balanced R5 -1.45 0.89 2.73 11.84 7.00 ---
Wells Fargo Growth Balanced C -1.79 0.88 2.87 11.29 5.84 8.46
SA Worldwide Moderate Growth -2.05 0.88 4.20 12.25 --- ---
MassMutual RetireSMART Mod I -1.43 0.88 2.91 11.34 5.56 ---
VY® T. Rowe Price Capital Apprec S2 -1.25 0.87 2.47 11.78 8.62 11.31
VY® T. Rowe Price Capital Apprec A -1.25 0.87 2.46 11.57 8.40 11.09
MassMutual RetireSMART Moderate Admin -1.42 0.87 2.87 11.06 5.27 6.41
Hartford Balanced C -1.41 0.87 3.60 11.07 5.59 8.35
Alger Balanced I-2 -1.20 0.87 3.48 12.20 7.90 9.44
AIG Multi-Asset Allocation C -1.60 0.87 3.89 10.81 5.51 7.46
AIG Multi-Asset Allocation B -1.59 0.87 3.89 10.73 5.47 7.41
Aberdeen Dynamic Allocation I/S -1.69 0.87 2.56 9.46 3.72 5.51
JHancock Multimanager Lifestyle Bal R2 -1.48 0.86 2.67 11.44 5.90 7.05
Hennessy Equity and Income Institutional -1.36 0.86 4.97 10.78 5.36 8.18
Aberdeen Dynamic Allocation A -1.69 0.86 2.45 9.14 3.41 5.21
VALIC Company I Dynamic Allocation -2.60 0.85 4.22 15.72 6.08 7.35
MFS® Moderate Allocation R3 -1.06 0.85 2.95 12.01 6.23 7.05
MFS® Moderate Allocation A -1.05 0.85 2.92 12.04 6.24 7.07
MFS® Moderate Allocation 529A -1.06 0.85 2.93 11.93 6.19 7.02
JHancock Multimanager Lifestyle Bal R4 -1.47 0.85 2.73 11.75 6.19 7.33
JHancock Multimanager Lifestyle Bal R3 -1.41 0.85 2.69 11.39 5.77 6.91
JHancock Multimanager Lifestyle Bal A -1.47 0.85 2.68 11.56 6.03 7.19
George Putnam Balanced A -1.46 0.85 2.69 11.56 6.69 9.07
Waddell & Reed Continental Inc C -2.23 0.84 3.38 7.20 2.77 6.63
Waddell & Reed Continental Inc B -2.25 0.84 3.38 6.84 2.51 6.35
Ivy Balanced R -2.18 0.84 3.43 7.63 3.30 7.14
Hartford Checks and Balances R5 -1.44 0.84 3.16 11.23 7.03 9.61
Hartford Checks and Balances I -1.44 0.84 3.17 11.23 7.00 9.57
Hartford Checks and Balances F -1.44 0.84 3.19 --- --- ---
Dreyfus Balanced Opportunity C -1.66 0.83 4.38 7.75 5.59 7.94
MFS® Moderate Allocation R2 -1.07 0.81 2.80 11.71 5.96 6.79
Ivy Balanced C -2.20 0.81 3.31 7.24 2.93 6.76
Ivy Balanced B -2.20 0.81 3.36 7.24 2.89 6.72
ICON Risk-Managed Balanced S -1.53 0.81 2.78 7.31 4.34 6.19
Hennessy Equity and Income Investor -1.41 0.81 4.87 10.37 4.96 7.81
George Putnam Balanced M -1.53 0.81 2.54 10.96 6.17 8.52
Elfun Diversified -1.78 0.81 3.14 12.44 5.90 7.53
Nationwide Inv Dest Mod C -1.57 0.80 2.97 10.57 5.27 6.38
George Putnam Balanced R -1.52 0.80 2.60 11.28 6.42 8.79
Fidelity Asset Manager® 60% -1.48 0.80 2.80 12.66 6.83 8.24
Fidelity Advisor Asset Manager® 60% I -1.48 0.80 2.83 12.60 6.79 8.20
Aberdeen Dynamic Allocation R -1.77 0.80 2.37 8.72 2.99 4.76
New Covenant Balanced Growth -1.46 0.79 3.04 10.71 5.81 7.66
Nationwide Inv Dest Mod Svc -1.55 0.79 3.10 11.30 5.99 7.10
Nationwide Inv Dest Mod A -1.54 0.79 3.10 11.30 6.01 7.14
JHancock Multimanager Lifestyle Bal R1 -1.48 0.79 2.60 11.23 5.66 6.78
JHancock Multimanager Lifestyle Bal B -1.47 0.79 2.57 10.80 5.28 6.40
MassMutual RetireSMART Moderate R5 -1.43 0.78 2.81 11.23 5.46 6.60
MassMutual RetireSMART Mod R4 -1.43 0.78 2.79 10.80 5.11 ---
MassMutual RetireSMART Mod R3 -1.43 0.78 2.75 10.55 4.87 ---
Ladenburg Growth & Income I -1.43 0.78 3.20 11.11 --- ---
Ladenburg Growth & Income A -1.43 0.78 3.23 10.85 --- ---
JPMorgan Investor Balanced I -1.40 0.78 2.69 10.52 5.96 7.52
JHancock Multimanager Lifestyle Bal C -1.47 0.78 2.56 10.86 5.30 6.42
MassMutual RetireSMART Moderate Svc -1.42 0.77 2.78 11.05 5.35 6.50
MassMutual RetireSMART Moderate A -1.42 0.77 2.77 10.72 4.98 6.14
ICON Risk-Managed Balanced A -1.57 0.77 4.33 8.70 4.61 6.26
RiverFront Moderate Growth & Income C -1.40 0.76 2.50 8.96 4.30 5.69
Pacific Funds Port Optim Mod Adv -1.69 0.76 2.92 10.86 6.34 6.89
MFS® Moderate Allocation R1 -1.09 0.76 2.73 11.12 5.45 6.25
George Putnam Balanced B -1.58 0.76 2.47 10.73 5.88 8.26
TETON Westwood Balanced I -1.14 0.75 4.28 12.35 6.93 8.62
MFS® Moderate Allocation C -1.13 0.75 2.73 11.12 5.43 6.25
MFS® Moderate Allocation 529C -1.14 0.75 2.69 11.10 5.39 6.21
MFS® Moderate Allocation 529B -1.13 0.75 2.72 11.12 5.39 6.21
George Putnam Balanced C -1.57 0.75 2.46 10.72 5.88 8.26
MFS® Moderate Allocation B -1.12 0.74 2.70 11.10 5.43 6.26
Hartford Checks and Balances R4 -1.45 0.74 3.10 10.82 6.68 9.24
Hartford Checks and Balances R3 -1.45 0.74 3.02 10.58 6.37 8.93
Hartford Checks and Balances A -1.45 0.74 3.11 10.97 6.76 9.31
Prudential Moderate Allocation Z -1.55 0.73 3.53 13.22 6.35 7.74
Prudential Moderate Allocation A -1.48 0.73 3.56 12.96 6.09 7.46
JPMorgan Diversified R6 -1.92 0.73 2.91 --- --- ---
JPMorgan Diversified L -1.92 0.73 2.88 13.94 6.86 8.79
JPMorgan Diversified I -1.92 0.73 2.85 13.68 6.63 8.55
Aberdeen Dynamic Allocation C -1.79 0.73 2.25 8.42 2.68 4.47
Vanguard Managed Payout Investor -1.40 0.72 2.79 10.71 6.02 7.55
JPMorgan Investor Balanced T -1.46 0.72 2.56 --- --- ---
Fidelity Advisor Asset Manager® 60% M -1.49 0.72 2.70 12.08 6.23 7.64
Fidelity Advisor Asset Manager® 60% A -1.56 0.72 2.75 12.27 6.48 7.90
Tributary Balanced Instl Plus -1.51 0.71 3.63 10.56 5.65 8.53
Tributary Balanced Instl -1.55 0.71 3.60 10.32 5.44 8.33
Regal Total Return A -1.97 0.71 3.60 10.08 4.50 ---
Nationwide Inv Dest Mod R -1.58 0.71 3.01 10.97 5.72 6.81
JPMorgan Investor Balanced R6 -1.46 0.71 2.66 --- --- ---
JPMorgan Investor Balanced A -1.46 0.71 2.63 10.26 5.69 7.25
Catalyst/SMH Total Return Income A -1.48 0.71 0.51 7.26 2.31 0.87
Pacific Funds Port Optim Mod A -1.76 0.70 2.81 10.51 6.07 6.65
Ladenburg Growth & Income C -1.45 0.70 3.06 10.11 --- ---
LK Balanced Institutional -2.40 0.68 4.89 12.25 5.84 6.72
ICON Risk-Managed Balanced C -1.61 0.68 2.51 6.24 3.29 5.13
BlackRock 60/40 Target Allocation Instl -1.62 0.68 3.04 11.54 5.78 9.16
Voya Solution Balanced Port R6 -1.68 0.67 3.14 11.62 --- ---
Voya Solution Balanced Port I -1.68 0.67 3.14 11.62 6.32 8.00
TETON Westwood Balanced AAA -1.14 0.67 4.12 11.98 6.65 8.36
TETON Westwood Balanced A -1.14 0.66 4.11 11.77 6.42 8.08
Prudential Moderate Allocation Q -1.55 0.66 --- --- --- ---
BMO Balanced Allocation Y -1.71 0.66 2.76 11.06 5.51 ---
BMO Balanced Allocation R6 -1.71 0.66 2.87 11.51 5.94 ---
BMO Balanced Allocation I -1.71 0.66 2.86 11.39 5.80 ---
Hotchkis & Wiley Capital Income I -2.56 0.65 4.53 7.13 6.81 9.52
Fidelity Advisor Asset Manager® 60% C -1.58 0.65 2.57 11.40 5.68 7.09
Catalyst/SMH Total Return Income C -1.55 0.65 0.32 6.47 1.56 0.12
Hartford Checks and Balances C -1.56 0.64 2.93 10.15 5.96 8.50
Vanguard LifeStrategy Moderate Gr Inv -1.59 0.63 2.88 11.96 6.52 8.02
Pioneer Classic Balanced Y -1.43 0.63 3.37 11.99 6.19 9.17
Pacific Funds Port Optim Mod R -1.84 0.63 2.72 10.21 5.79 6.38
Pacific Funds Port Optim Mod C -1.86 0.63 2.62 9.72 5.27 5.88
QS Conservative Growth I -1.35 0.62 2.94 10.25 5.92 ---
QS Conservative Growth A -1.35 0.62 2.88 9.98 5.67 6.72
Lord Abbett Multi-Asset Balanced Opp F3 -1.95 0.62 2.57 --- --- ---
JPMorgan Diversified A -1.98 0.62 2.74 13.42 6.36 8.27
Pax Balanced Institutional -1.74 0.61 2.80 10.73 6.18 7.99
Deutsche Multi-Asset Moderate Allc S -1.99 0.61 3.13 11.26 4.56 7.14
Deutsche Multi-Asset Moderate Allc A -1.89 0.61 3.07 10.96 4.31 6.90
BlackRock 60/40 Target Allocation R -1.65 0.61 2.87 11.00 5.22 8.58
BlackRock 60/40 Target Allocation Inv A -1.64 0.61 2.91 11.18 5.42 8.77
Prudential Moderate Allocation R -1.62 0.60 3.40 12.68 5.76 7.14
Prudential Moderate Allocation C -1.62 0.60 3.34 12.11 5.29 6.66
BlackRock 60/40 Target Allocation K -1.69 0.60 2.98 11.57 --- ---
Voya Solution Balanced Port S -1.72 0.59 3.01 11.30 6.05 7.73
JPMorgan Investor Balanced C -1.55 0.59 2.38 9.57 5.09 6.66
Hotchkis & Wiley Capital Income A -2.63 0.59 4.37 6.75 6.48 9.26
TETON Westwood Balanced C -1.28 0.57 3.91 11.17 5.85 7.55
Pax Balanced Individual Investor -1.77 0.57 2.75 10.45 5.92 7.71
JPMorgan Diversified C -2.05 0.57 2.63 12.80 5.82 7.72
Green Century Balanced -1.42 0.57 2.55 9.75 4.83 8.32
Pacific Funds Port Optim Mod B -1.85 0.56 2.61 9.70 5.26 5.86
Vanguard Global Wellington Admiral -2.22 0.55 3.13 --- --- ---
Vanguard Balanced Index I -1.47 0.55 2.91 10.95 7.17 9.34
QS Conservative Growth R -1.42 0.55 2.76 9.59 5.33 ---
DFA Global Allocation 60/40 I -1.62 0.55 3.22 10.84 6.47 7.37
BMO Balanced Allocation R3 -1.71 0.55 2.71 10.77 5.25 ---
Lord Abbett Multi-Asset Balanced Opp R6 -2.04 0.54 2.57 7.90 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 -2.04 0.54 2.47 7.78 --- ---
Lord Abbett Multi-Asset Balanced Opp I -2.04 0.54 2.56 7.79 5.10 7.15
Wells Fargo WealthBuilder Gr Bal A -1.83 0.53 2.86 12.27 --- ---
QS Conservative Growth C -1.42 0.53 2.66 9.15 4.90 5.96
Prudential Moderate Allocation B -1.62 0.53 3.27 12.03 5.29 6.66
Pioneer Classic Balanced K -1.44 0.53 3.42 12.11 --- ---
Pioneer Classic Balanced A -1.44 0.53 3.23 11.66 5.94 8.88
Lord Abbett Multi-Asset Balanced Opp F -1.96 0.53 2.54 7.69 4.99 7.05
Vanguard Balanced Index Inv -1.50 0.52 2.88 10.82 7.03 9.18
Vanguard Balanced Index Adm -1.50 0.52 2.91 10.92 7.15 9.33
Pioneer Classic Balanced R -1.44 0.52 3.29 11.50 --- ---
Lord Abbett Multi-Asset Balanced Opp T -1.97 0.52 2.50 --- --- ---
Lord Abbett Multi-Asset Balanced Opp R4 -2.06 0.52 2.42 7.47 --- ---
Delaware Foundation Moderate Allc I -1.35 0.52 2.23 11.06 5.43 6.72
Delaware Foundation Moderate Allc A -1.35 0.52 2.17 10.81 5.18 6.48
Thrivent Moderate Allocation S -1.64 0.51 2.75 9.94 6.18 7.67
Lord Abbett Multi-Asset Balanced Opp A -2.06 0.51 2.50 7.52 4.81 6.89
Voya Solution Balanced Port A -1.75 0.50 2.95 11.10 5.77 7.46
Lord Abbett Multi-Asset Balanced Opp P -2.00 0.50 2.46 7.34 4.62 6.68
Calvert Balanced I -1.58 0.50 3.16 9.48 5.43 8.30
Voya Solution Balanced Port S2 -1.73 0.49 2.92 11.07 5.85 7.56
Vanguard Global Wellington Investor -2.25 0.49 3.09 --- --- ---
Sterling Capital Strategic Allc Bal I -2.39 0.49 3.42 12.39 5.99 7.39
Lord Abbett Multi-Asset Balanced Opp R3 -2.09 0.49 2.35 7.19 4.57 6.63
DFA Global Allocation 60/40 R2 -1.67 0.49 3.11 10.56 6.20 7.11
UBS US Allocation P -2.00 0.48 3.05 11.07 7.16 9.96
Nuveen Strategy Balanced Allc R3 -1.40 0.48 2.20 9.54 4.39 6.19
Voya Strategic Allocation Mod Port I -1.72 0.47 2.98 11.07 5.94 7.96
Voya Retirement Moderate Growth Port I -1.84 0.47 2.73 11.65 6.20 7.83
Voya Retirement Moderate Growth Port A -1.83 0.47 2.63 11.27 5.80 7.41
UBS US Allocation A -2.02 0.47 2.98 10.77 6.87 9.66
Nuveen Strategy Balanced Allc I -1.39 0.47 2.32 10.01 4.88 6.73
Nuveen Strategy Balanced Allc A -1.38 0.47 2.25 9.81 4.64 6.46
GuideStone Funds Defensv Mkt Strats Inv -1.24 0.47 2.00 9.66 8.16 9.95
GuideStone Funds Defensv Mkt Strats Inst -1.16 0.47 2.07 9.94 8.44 10.22
Calvert Balanced A -1.58 0.47 3.08 9.10 5.02 7.84
BlackRock 60/40 Target Allocation Inv C -1.75 0.47 2.67 10.33 4.61 7.96
Archer Balanced -1.95 0.46 2.98 10.52 5.62 9.44
Principal SAM Balanced R5 -1.62 0.45 2.54 10.96 5.94 7.76
Principal SAM Balanced R4 -1.62 0.45 2.50 10.82 5.80 7.63
Principal SAM Balanced Inst -1.62 0.45 2.60 11.23 6.20 8.04
PNC Balanced Allocation I -1.48 0.45 2.66 12.78 5.88 7.58
PNC Balanced Allocation A -1.47 0.45 2.58 12.41 5.57 7.31
Lord Abbett Multi-Asset Balanced Opp C -2.06 0.45 2.32 6.76 4.06 6.11
Lord Abbett Multi-Asset Balanced Opp B -2.12 0.45 2.26 6.68 4.02 6.08
Wells Fargo WealthBuilder Gr Bal C -1.88 0.44 2.65 11.46 5.60 7.21
Thrivent Moderate Allocation A -1.65 0.44 2.69 9.68 5.84 7.32
Russell Inv LifePoints Balanced Strat S -1.63 0.44 1.41 8.08 5.07 6.22
Russell Inv LifePoints Balanced Strat R1 -1.63 0.44 1.43 8.21 5.16 6.32
Prudential Balanced Z -1.78 0.44 3.08 11.38 7.17 9.51
Prudential Balanced Q -1.78 0.44 --- --- --- ---
Principal SAM Balanced A -1.66 0.44 2.48 10.84 5.84 7.68
Invesco Moderate Allocation Y -1.44 0.44 2.23 9.94 5.13 5.91
Invesco Moderate Allocation R6 -1.44 0.44 2.25 --- --- ---
Eaton Vance Balanced R6 -1.72 0.44 3.20 11.47 --- ---
Eaton Vance Balanced I -1.72 0.44 3.19 11.39 6.40 9.51
American Funds American Balanced R6 -1.59 0.44 3.33 12.63 8.30 10.55
American Funds American Balanced R5 -1.59 0.44 3.32 12.61 8.25 10.50
American Funds American Balanced F3 -1.59 0.44 3.29 12.61 --- ---
American Funds American Balanced F2 -1.62 0.44 3.27 12.53 8.18 10.43
JHancock Multi-Index Lifestyle Bal 1 -1.61 0.43 2.42 10.41 6.05 ---
Delaware Foundation Moderate Allc R -1.36 0.43 2.02 10.47 4.90 6.19
Pioneer Classic Balanced C -1.55 0.42 3.16 10.84 5.15 8.05
Voya Strategic Allocation Mod Port S -1.80 0.41 2.93 10.78 5.68 7.69
Timothy Plan Strategic Growth A -1.80 0.41 2.51 9.01 3.15 4.82
Sterling Capital Strategic Allc Bal A -2.41 0.41 3.30 12.02 5.70 7.10
Praxis Genesis Balanced A -1.67 0.41 2.52 10.62 5.44 7.02
Poplar Forest Cornerstone Institutional -2.65 0.41 4.16 4.12 6.27 ---
Poplar Forest Cornerstone A -2.65 0.41 4.10 3.90 6.02 ---
Deutsche Multi-Asset Moderate Allc C -2.08 0.41 2.79 10.12 3.52 6.08
American Funds American Balanced R5E -1.63 0.41 3.27 12.50 --- ---
American Funds American Balanced R4 -1.63 0.41 3.21 12.23 7.93 10.17
American Funds American Balanced A -1.62 0.41 3.22 12.32 7.98 10.22
American Funds American Balanced 529F -1.63 0.41 3.27 12.47 8.13 10.36
Principal SAM Balanced J -1.65 0.39 2.54 11.05 5.98 7.79
Prudential Balanced A -1.79 0.38 2.94 11.00 6.83 9.17
Principal SAM Balanced R3 -1.63 0.38 2.46 10.57 5.60 7.44
Principal SAM Balanced R2 -1.63 0.38 2.43 10.41 5.40 7.24
Nuveen Strategy Balanced Allc C -1.41 0.38 2.07 8.97 3.88 5.66
Lord Abbett Multi-Asset Balanced Opp R2 -2.14 0.38 2.35 7.06 4.45 6.50
Stringer Moderate Growth Institutional -2.18 0.37 2.64 10.62 --- ---
Invesco Moderate Allocation S -1.51 0.37 2.20 9.71 4.98 5.74
Invesco Moderate Allocation R5 -1.51 0.37 2.24 9.99 5.12 5.90
American Funds American Balanced R3 -1.67 0.37 3.14 11.90 7.61 9.83
American Funds American Balanced F1 -1.66 0.37 3.20 12.20 7.89 10.14
American Funds American Balanced 529E -1.66 0.37 3.15 11.96 7.63 9.85
American Funds American Balanced 529A -1.63 0.37 3.21 12.22 7.88 10.12
UBS US Allocation C -2.09 0.36 2.77 9.92 6.07 8.83
Calvert Balanced C -1.69 0.36 2.86 8.22 4.18 6.97
Russell Inv LifePoints Balanced Strat R5 -1.64 0.35 1.31 7.64 4.62 5.77
Russell Inv LifePoints Balanced Strat R4 -1.64 0.35 1.37 7.90 4.88 6.04
Russell Inv LifePoints Balanced Strat E -1.72 0.35 1.27 7.83 4.81 5.94
Russell Inv LifePoints Balanced Strat A -1.65 0.35 1.39 7.87 4.94 6.02
JHancock Multi-Index Lifestyle Bal R6 -1.61 0.35 2.44 10.45 6.09 ---
Madison Moderate Allocation A -1.98 0.34 2.72 11.21 5.79 7.37
Delaware Foundation Moderate Allc C -1.44 0.34 1.89 9.89 4.36 5.64
Osterweis Strategic Investment -1.48 0.33 3.00 8.85 4.67 7.71
Eaton Vance Balanced R -1.83 0.33 3.11 10.82 --- ---
Eaton Vance Balanced C -1.82 0.33 2.92 10.26 5.32 8.41
Eaton Vance Balanced A -1.83 0.33 3.12 11.00 6.11 9.22
American Funds American Balanced R2E -1.67 0.33 3.10 11.75 7.56 ---
Westwood Income Opportunity Instl -1.49 0.32 3.08 6.76 4.64 6.67
Virtus Herzfeld I -2.65 0.32 4.41 12.71 8.08 7.94
Transamerica Multi-Managed Balanced R6 -1.81 0.32 2.76 10.58 --- ---
Transamerica Multi-Managed Balanced Adv -1.81 0.32 2.71 --- --- ---
Roumell Opportunistic Value Instl -1.76 0.32 3.43 13.86 3.90 1.12
Principal SAM Balanced R1 -1.75 0.32 2.31 10.24 5.26 7.09
Principal SAM Balanced C -1.68 0.32 2.33 10.04 5.07 6.89
American Funds College 2027 529F1 -1.32 0.32 2.17 9.52 5.30 7.87
PNC Balanced Allocation C -1.65 0.31 2.28 11.55 4.83 6.54
Voya Balanced Port I -1.76 0.30 2.83 11.05 5.92 7.84
American Funds American Balanced R2 -1.71 0.30 3.03 11.39 7.14 9.38
American Funds American Balanced R1 -1.71 0.30 2.99 11.37 7.11 9.34
American Funds American Balanced C -1.71 0.30 3.04 11.40 7.12 9.34
American Funds American Balanced 529C -1.70 0.30 3.05 11.38 7.06 9.28
Transamerica Multi-Mgd Balanced A -1.82 0.29 2.69 10.26 6.44 8.81
Transamerica Multi-Managed Balanced T1 -1.82 0.29 2.71 --- --- ---
Transamerica Balanced II I3 -1.80 0.29 2.72 --- --- ---
Prudential 60/40 Allocation R6 -1.78 0.29 3.77 --- --- ---
MainStay Moderate Allocation I -2.04 0.29 2.63 10.82 5.80 7.86
MainStay Moderate Allocation A -2.05 0.29 2.61 10.62 5.55 7.57
Invesco Moderate Allocation R -1.52 0.29 2.11 9.34 4.62 5.38
Invesco Moderate Allocation A -1.51 0.29 2.09 9.60 4.87 5.63
Great-West Moderate Profile Instl -1.72 0.29 2.79 10.28 --- ---
Transamerica Multi-Mgd Balanced I -1.81 0.28 2.70 10.47 6.68 9.11
Stringer Moderate Growth A -2.27 0.28 2.45 10.22 --- ---
RiverNorth Core Opportunity R -1.99 0.28 3.81 12.38 6.92 7.78
RiverNorth Core Opportunity I -1.90 0.28 3.90 12.59 7.20 ---
Great-West Moderate Profile L -1.73 0.28 2.67 9.58 5.76 7.51
Russell Inv LifePoints Balanced Strat C -1.69 0.27 1.13 7.12 4.16 5.22
Great-West Moderate Profile Inv -1.61 0.27 2.77 9.92 6.05 7.77
American Beacon Balanced Inv -2.79 0.27 4.14 9.68 5.83 8.69
American Beacon Balanced A -2.79 0.27 4.27 9.71 5.79 8.60
Westwood Income Opportunity A -1.55 0.25 2.95 6.49 4.35 6.41
Sterling Capital Strategic Allc Bal C -2.53 0.25 3.08 11.16 4.91 6.30
Prudential Balanced R -1.85 0.25 2.80 10.63 6.59 8.94
Prudential Balanced C -1.84 0.25 2.75 10.24 6.09 8.42
Prudential Balanced B -1.90 0.25 2.75 10.10 6.05 8.41
Madison Moderate Allocation C -2.07 0.25 2.46 10.34 4.99 6.55
Madison Moderate Allocation B -2.07 0.25 2.47 10.25 4.99 6.56
American Beacon Balanced Adv -2.82 0.25 4.11 9.47 5.64 8.51
Voya Balanced Port S -1.83 0.24 2.72 10.77 5.64 7.55
Columbia Balanced Inst3 -2.13 0.24 3.16 10.91 6.98 9.77
Columbia Balanced Inst2 -2.13 0.24 3.16 10.87 6.94 9.72
American Funds College 2027 529E -1.33 0.24 2.07 8.96 4.82 7.38
American Funds College 2027 529A -1.32 0.24 2.06 9.25 5.07 7.66
American Beacon Balanced Y -2.81 0.24 4.20 9.88 6.14 8.99
American Beacon Balanced Instl -2.83 0.24 4.18 9.91 6.17 9.05
Timothy Plan Strategic Growth C -1.89 0.23 2.32 8.21 2.33 4.05
Neiman Balanced Allocation A -1.64 0.23 2.14 9.81 4.85 6.09
Manning & Napier Pro-Blend Extnd Term I -1.79 0.22 1.67 9.45 4.00 6.05
MainStay Moderate Allocation R3 -2.13 0.22 2.43 10.19 --- ---
MainStay Moderate Allocation Inv -2.12 0.22 2.47 10.31 5.33 7.39
MainStay Moderate Allocation C -2.14 0.22 2.37 9.58 4.57 6.59
Invesco Moderate Allocation C -1.60 0.22 1.91 8.76 4.09 4.84
Eaton Vance Balanced B -1.93 0.22 2.92 10.23 5.31 8.39
Columbia Balanced Inst -2.13 0.22 3.12 10.78 6.85 9.61
Columbia Balanced Adv -2.13 0.22 3.12 10.79 6.85 9.61
Great-West SecureFoundation® Bal ETF A -1.68 0.21 2.54 10.40 6.39 7.81
VALIC Company II Moderate Gr Lifestyle -1.95 0.20 2.72 10.09 6.12 7.47
Great-West SecureFoundation® Bal Instl -2.12 0.20 2.85 10.25 --- ---
American Beacon Balanced C -2.83 0.20 4.04 8.91 5.00 7.80
Transamerica Balanced II R -1.89 0.19 2.57 9.95 6.45 8.88
Stringer Moderate Growth C -2.27 0.19 2.32 9.50 --- ---
Columbia Balanced T -2.15 0.19 3.08 --- --- ---
Columbia Balanced K -2.15 0.19 3.07 10.56 6.66 9.43
Columbia Balanced A -2.15 0.19 3.08 10.52 6.58 9.34
Transamerica Multi-Mgd Balanced C -1.89 0.18 2.48 9.37 5.64 8.05
Columbia Balanced R -2.17 0.17 3.01 10.25 6.32 9.08
American Funds Retire Inc Port-Enh R5 -1.75 0.17 2.84 10.89 --- ---
American Funds Retire Inc Port-Enh F3 -1.75 0.17 2.84 10.90 --- ---
American Funds Retire Inc Port-Enh F2 -1.75 0.17 2.81 10.79 --- ---
Virtus Herzfeld C -2.74 0.16 4.09 11.59 6.97 6.86
Virtus Herzfeld A -2.73 0.16 4.27 12.34 7.75 7.65
Schwab MarketTrack Balanced -1.85 0.16 2.53 9.71 6.02 7.55
American Funds College 2027 529C -1.42 0.16 1.87 8.35 4.24 6.80
MainStay Moderate Allocation B -2.14 0.15 2.29 9.49 4.55 6.59
Great-West SecureFoundation® Bal Inv -2.06 0.15 2.88 9.99 6.18 7.73
Cavanal Hill Active Core Investor -1.65 0.15 2.29 8.99 5.14 7.30
Cavanal Hill Active Core Institutional -1.58 0.15 2.34 9.32 5.32 7.52
Cavanal Hill Active Core A -1.59 0.15 2.37 9.11 5.05 7.25
USAA Cornerstone Moderately Agrsv -2.04 0.12 2.44 11.14 4.24 5.44
Salient Select Opportunity Institutional -2.93 0.12 0.70 2.83 2.35 ---
MFS® Total Return R4 -1.88 0.12 2.87 9.15 6.49 8.68
MFS® Total Return I -1.83 0.12 2.87 9.22 6.50 8.69
Manning & Napier Pro-Blend Extnd Term S -1.87 0.12 1.62 9.21 3.70 5.76
Transamerica Multi-Mgd Balanced B -1.94 0.11 2.35 8.98 5.32 7.73
Transamerica Asset Alloc Interm Hrzn R4 -1.77 0.10 2.00 8.61 5.02 6.51
Transamerica Asset Alloc Interm Hrzn R -1.86 0.10 1.93 --- --- ---
MFS® Total Return 529A -1.86 0.10 2.81 8.87 6.20 8.38
Columbia Balanced C -2.20 0.10 2.89 9.71 5.79 8.53
Avondale Core Investment -0.10 0.10 0.31 0.00 -0.44 ---
Manning & Napier Pro-Blend Extnd Term R -1.81 0.09 1.54 9.00 3.46 5.51
Highland Total Return Y -1.48 0.09 2.64 5.69 5.64 6.88
American Funds Retire Inc Port-Enh R6 -1.83 0.09 2.76 10.80 --- ---
American Funds Retire Inc Port-Enh R5E -1.84 0.09 2.74 10.86 --- ---
American Funds Retire Inc Port-Enh R4 -1.84 0.09 2.68 10.58 --- ---
American Funds Retire Inc Port-Enh R2E -1.83 0.09 2.76 10.84 --- ---
American Funds Retire Inc Port-Enh R1 -1.84 0.09 2.63 10.04 --- ---
American Funds Retire Inc Port-Enh F1 -1.75 0.09 2.75 10.54 --- ---
American Funds Retire Inc Port-Enh A -1.84 0.09 2.67 10.48 --- ---
Salient Select Opportunity Investor -2.97 0.08 0.61 2.46 2.00 ---
Neiman Balanced Allocation C -1.81 0.08 1.86 8.90 4.02 5.28
MFS® Total Return R2 -1.86 0.08 2.79 8.65 5.97 8.15
Great-West SecureFoundation® Bal L -2.17 0.08 2.71 9.62 5.91 7.44
MFS® Total Return R6 -1.87 0.07 2.89 9.25 6.59 8.78
Great-West SecureFoundation® Bal Svc -2.11 0.07 2.73 9.76 6.07 7.60
Cavanal Hill Active Core C -1.66 0.07 2.17 8.19 4.28 ---
Vanguard Wellington™ Admiral™ -2.22 0.06 3.33 11.56 7.97 10.01
Vanguard Wellington™ Inv -2.23 0.05 3.32 11.47 7.88 9.92
MFS® Total Return R3 -1.90 0.05 2.81 8.88 6.23 8.41
MFS® Total Return A -1.90 0.05 2.81 8.89 6.24 8.42
Salient Select Opportunity A -3.01 0.04 0.55 2.27 1.83 ---
Highland Total Return A -1.51 0.04 2.60 5.42 5.38 6.62
Salient Select Opportunity C -3.02 0.00 0.46 1.84 1.36 ---
Port Street Institutional Opps Instl -2.18 0.00 2.07 8.62 --- ---
Manning & Napier Pro-Blend Extnd Term R2 -1.94 0.00 1.41 8.34 2.91 4.98
American Funds Retire Inc Port-Enh R3 -1.84 0.00 2.58 10.12 --- ---
American Funds Retire Inc Port-Enh C -1.84 0.00 2.49 9.79 --- ---
American Funds Cnsrv Gr & Inc R-6 -1.62 0.00 2.23 8.87 5.88 7.23
American Funds Cnsrv Gr & Inc F-3 -1.63 0.00 2.23 8.89 --- ---
MFS® Total Return R1 -1.96 -0.01 2.62 8.09 5.43 7.61
MFS® Total Return C -1.95 -0.01 2.60 8.07 5.42 7.60
MFS® Total Return B -1.96 -0.01 2.61 8.11 5.45 7.60
MFS® Total Return 529C -1.95 -0.02 2.64 8.04 5.38 7.56
Holland Balanced -2.01 -0.05 2.89 7.51 5.78 8.02
Highland Total Return C -1.59 -0.05 2.38 4.62 4.59 5.82
MFS® Total Return 529B -1.96 -0.07 2.60 8.01 5.37 7.54
American Funds Cnsrv Gr & Inc R-5E -1.63 -0.08 2.20 8.76 --- ---
American Funds Cnsrv Gr & Inc R-5 -1.62 -0.08 2.13 8.82 5.79 7.17
American Funds Cnsrv Gr & Inc R-4 -1.63 -0.08 2.13 8.52 5.51 6.88
American Funds Cnsrv Gr & Inc F-2 -1.63 -0.08 2.11 8.76 5.74 7.11
American Funds Cnsrv Gr & Inc F-1 -1.63 -0.08 2.12 8.49 5.47 6.84
American Funds Cnsrv Gr & Inc 529-F-1 -1.63 -0.08 2.10 8.71 5.65 7.04
American Funds Cnsrv Gr & Inc 529-A -1.63 -0.08 2.12 8.48 5.44 6.81
American Funds Retire Inc Port-Enh R2 -1.93 -0.09 2.54 9.99 --- ---
American Funds Cnsrv Gr & Inc R-3 -1.71 -0.16 2.04 8.23 5.18 6.53
American Funds Cnsrv Gr & Inc R-2E -1.71 -0.16 1.92 8.01 5.32 ---
American Funds Cnsrv Gr & Inc A -1.70 -0.16 2.05 8.54 5.49 6.87
American Funds Cnsrv Gr & Inc 529-E -1.71 -0.16 2.04 8.23 5.20 6.55
American Funds Cnsrv Gr & Inc 529-C -1.71 -0.16 1.94 7.66 4.63 6.00
Putnam Dynamic Asset Allocation Bal Y -2.36 -0.20 2.65 11.59 6.47 9.32
Putnam Dynamic Asset Allocation Bal R6 -2.36 -0.20 2.68 11.69 6.60 9.45
Putnam Dynamic Asset Allocation Bal R5 -2.36 -0.20 2.66 11.63 6.49 9.32
American Funds Cnsrv Gr & Inc R-2 -1.71 -0.24 1.92 7.70 4.70 6.04
American Funds Cnsrv Gr & Inc R-1 -1.71 -0.24 1.90 7.72 4.68 6.06
American Funds Cnsrv Gr & Inc C -1.71 -0.24 1.84 7.68 4.71 6.06
Intrepid Capital Investor -0.99 -0.25 1.48 5.80 4.30 6.17
Intrepid Capital Institutional -0.90 -0.25 1.48 6.01 4.57 6.44
Putnam Dynamic Asset Allocation Bal R -2.39 -0.26 2.55 11.02 5.94 8.78
Putnam Dynamic Asset Allocation Bal A -2.37 -0.26 2.59 11.33 6.20 9.04
American Funds Retire Inc Port-Mod F2 -1.65 -0.26 1.77 8.52 --- ---
PSG Tactical Growth -2.37 -0.30 1.15 2.40 -2.14 0.36
Putnam Dynamic Asset Allocation Bal M -2.44 -0.33 2.51 10.78 5.68 8.51
Putnam Dynamic Asset Allocation Bal B -2.44 -0.33 2.41 10.47 5.40 8.23
Hennessy Balanced Investor -2.08 -0.33 2.39 6.43 5.09 5.49
American Funds Retire Inc Port-Mod R6 -1.73 -0.35 1.79 8.50 --- ---
American Funds Retire Inc Port-Mod R5E -1.73 -0.35 1.79 8.58 --- ---
American Funds Retire Inc Port-Mod R5 -1.73 -0.35 1.78 8.39 --- ---
American Funds Retire Inc Port-Mod R4 -1.73 -0.35 1.73 8.27 --- ---
American Funds Retire Inc Port-Mod R2E -1.73 -0.35 1.81 8.46 --- ---
American Funds Retire Inc Port-Mod F3 -1.73 -0.35 1.80 8.53 --- ---
American Funds Retire Inc Port-Mod F1 -1.73 -0.35 1.71 8.18 --- ---
American Funds Retire Inc Port-Mod A -1.73 -0.35 1.72 8.20 --- ---
Putnam Dynamic Asset Allocation Bal C -2.50 -0.40 2.34 10.40 5.38 8.22
Greenspring -2.61 -0.41 3.27 5.88 6.33 5.93
Madison Diversified Income A -2.71 -0.42 2.85 10.06 6.58 7.64
American Funds Retire Inc Port-Mod R3 -1.82 -0.44 1.64 7.87 --- ---
American Funds Retire Inc Port-Mod R2 -1.82 -0.44 1.51 7.58 --- ---
American Funds Retire Inc Port-Mod R1 -1.82 -0.44 1.53 7.47 --- ---
American Funds Retire Inc Port-Mod C -1.83 -0.44 1.54 7.43 --- ---
Crawford Multi-Asset Income -1.17 -0.45 0.91 --- --- ---
Sextant Core -2.28 -0.46 1.28 10.47 4.04 5.40
Wilmington Diversified Income I -1.85 -0.47 1.98 10.01 5.05 6.01
Wilmington Diversified Income A -1.85 -0.47 1.93 9.75 4.82 5.73
Delaware Wealth Builder Institutional -2.14 -0.48 1.78 6.56 4.53 7.54
CornerCap Balanced -2.41 -0.48 2.62 8.96 5.43 8.40
Madison Diversified Income C -2.77 -0.49 2.64 9.18 5.79 6.83
Madison Diversified Income B -2.76 -0.49 2.64 9.25 5.79 6.84
Delaware Wealth Builder A -2.16 -0.50 1.72 6.30 4.27 7.27
VY® Franklin Income I -2.85 -0.52 1.85 6.81 5.45 6.97
Eventide Multi-Asset Income I -1.50 -0.53 0.89 8.56 --- ---
First Investors Total Return Instl -2.26 -0.54 2.38 8.61 4.60 ---
Eventide Multi-Asset Income N -1.51 -0.54 0.86 8.38 --- ---
Eventide Multi-Asset Income A -1.52 -0.55 0.85 8.32 --- ---
Janus Henderson Value Plus Income N -2.17 -0.57 1.52 --- --- ---
First Investors Total Return Adv -2.27 -0.59 2.38 8.52 4.55 ---
First Investors Total Return A -2.28 -0.59 2.29 8.16 4.17 7.00
Delaware Wealth Builder R -2.18 -0.59 1.66 6.04 3.99 6.99
VY® Franklin Income S -2.87 -0.60 1.77 6.47 5.28 6.75
Janus Henderson Value Plus Income A -2.19 -0.60 1.45 6.38 4.96 6.84
VY® Franklin Income S2 -2.87 -0.61 1.77 6.29 5.10 6.57
State Farm Balanced -2.72 -0.64 2.25 8.13 5.59 7.71
Delaware Wealth Builder C -2.25 -0.65 1.52 5.50 3.49 6.46
Janus Henderson Value Plus Income I -2.17 -0.67 1.42 6.48 5.14 7.07
Janus Henderson Value Plus Income D -2.18 -0.67 1.40 6.41 5.08 6.98
Janus Henderson Value Plus Income T -2.27 -0.68 1.38 6.31 5.00 6.93
Janus Henderson Value Plus Income S -2.27 -0.68 1.33 6.16 4.92 6.77
Franklin Balanced R6 -2.36 -0.68 2.15 6.62 5.43 ---
Eventide Multi-Asset Income C -1.67 -0.69 0.65 7.46 --- ---
First Investors Total Return B -2.32 -0.70 2.10 7.32 3.37 6.19
AT Income Opportunities Institutional -2.75 -0.70 2.26 9.57 5.93 ---
VY® Franklin Income A -2.97 -0.72 1.65 6.05 4.88 6.37
Janus Henderson Value Plus Income C -2.26 -0.75 1.16 5.55 4.16 6.04
Franklin Balanced Adv -2.37 -0.77 2.13 6.43 5.30 7.19
Franklin Balanced A -2.48 -0.82 1.99 6.10 5.04 6.89
GuidePath® Conservative Allocation Svc -1.95 -0.83 0.70 7.76 1.49 4.24
GuidePath® Conservative Allocation Instl -1.94 -0.83 0.79 8.38 2.12 4.89
Franklin Balanced C -2.48 -0.87 1.90 5.36 4.26 6.12
MainStay Balanced R6 -2.11 -0.92 --- --- --- ---
MainStay Balanced R1 -2.12 -0.95 1.83 5.93 4.67 8.08
MainStay Balanced I -2.11 -0.95 1.82 6.01 4.78 8.18
MainStay Balanced R2 -2.15 -0.98 1.76 5.82 4.47 7.83
MainStay Balanced Inv -2.15 -0.98 1.74 5.59 4.36 7.73
MainStay Balanced A -2.12 -0.98 1.76 5.78 4.51 7.91
MainStay Balanced R3 -2.15 -1.01 1.70 5.39 4.14 7.53
MainStay Balanced C -2.19 -1.08 1.55 4.81 3.57 6.93
MainStay Balanced B -2.22 -1.08 1.55 4.81 3.58 6.94
USAA Total Return Strategy Institutional -2.52 -1.16 0.59 0.33 -2.24 ---
USAA Total Return Strategy -2.53 -1.17 0.47 0.00 -2.60 -0.99
Mairs & Power Balanced Inv -3.42 -1.18 1.92 7.70 6.00 7.95
AB All Market Real Return Advisor -3.06 -1.22 3.12 7.21 0.05 -2.49
AB All Market Real Return 2 -3.15 -1.22 3.05 7.35 0.17 -2.39
AB All Market Real Return Z -3.08 -1.23 3.08 7.32 0.16 ---
AB All Market Real Return I -3.08 -1.23 3.07 7.32 0.14 -2.43
AB All Market Real Return R -3.09 -1.24 2.99 6.62 -0.44 -2.99
AB All Market Real Return K -3.19 -1.24 2.91 6.91 -0.23 -2.75
AB All Market Real Return 1 -3.10 -1.24 2.98 7.13 -0.08 -2.65
Davenport Balanced Income -2.69 -1.28 1.56 7.40 --- ---
Savos Dynamic Hedging -5.12 -1.33 2.16 12.64 --- ---
AB All Market Real Return C -3.15 -1.33 2.81 6.17 -0.93 -3.46
AB All Market Real Return A -3.16 -1.33 2.95 6.91 -0.24 -2.78
AB All Market Total Return I -2.69 -1.39 0.20 6.07 3.89 5.92
AB All Market Total Return Advisor -2.71 -1.41 0.17 6.16 3.93 5.96
AB All Market Total Return A -2.73 -1.42 0.15 5.88 3.67 5.68
AB All Market Total Return K -2.80 -1.49 0.09 5.76 3.55 5.58
AB All Market Total Return B -2.84 -1.54 -0.07 5.05 2.87 4.88
Hennessy Total Return Investor -3.62 -1.55 1.78 7.57 6.92 8.34
AB All Market Total Return R -2.81 -1.56 -0.04 5.41 3.21 5.25
AB All Market Total Return C -2.87 -1.62 -0.09 5.02 2.86 4.88
SEI Defensive Strategy Allc F (SAAT) -1.73 -1.79 -0.37 5.27 5.62 8.36
SEI Conservative Strategy Allc F (SAAT) -1.85 -1.92 -0.48 5.31 5.63 8.78
Bruce -2.05 -2.15 -1.23 6.85 4.79 8.87
Timothy Plan Defensive Strategies I -2.73 -2.40 -0.36 -0.28 -0.24 ---
Timothy Plan Defensive Strategies A -2.81 -2.48 -0.48 -0.48 -0.51 -0.63
Timothy Plan Defensive Strategies C -2.85 -2.50 -0.64 -1.27 -1.25 -1.38
Prudential Real Assets Z -3.13 -2.53 0.29 1.44 -0.65 0.51
Prudential Real Assets Q -3.13 -2.53 0.21 1.42 -0.60 ---
Prudential Real Assets A -3.17 -2.57 0.10 1.06 -0.92 0.25
Prudential Real Assets C -3.30 -2.69 -0.05 0.36 -1.65 -0.49
Prudential Real Assets B -3.30 -2.69 -0.08 0.22 -1.69 -0.52
Fairholme Allocation -2.34 -5.89 5.35 -19.80 -5.05 -0.01
Chou Opportunity -16.57 -14.20 -4.44 -4.06 -10.40 -0.99
Russell Inv LifePoints Balanced StratT --- --- --- --- --- ---
BlackRock Balanced Capital K --- --- --- --- --- ---
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