Welcome! Please Log In
Search
Data through 8/29/2016. 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 0.51 6.45 3.64 6.36 6.33 8.13
Catalyst/SMH Total Return Income I 3.26 25.71 14.41 13.53 -5.90 ---
Catalyst/SMH Total Return Income A LW 3.51 25.46 14.33 13.24 -6.12 0.18
Catalyst/SMH Total Return Income A 3.51 25.46 14.33 13.24 -6.12 0.18
Catalyst/SMH Total Return Income C 3.26 24.62 13.91 12.19 -6.88 -0.62
Camelot Premium Return A Load Waived 1.66 17.52 9.23 9.95 6.32 8.81
Camelot Premium Return A 1.66 17.52 9.23 9.95 6.32 8.81
Camelot Premium Return C 1.67 16.93 9.09 9.15 5.55 8.03
Brookfield Real Assets Securities I 0.21 15.49 6.48 8.04 --- ---
Brookfield Real Assets Securities Y 0.21 15.48 6.47 8.03 --- ---
Brookfield Real Assets Securities A LW 0.21 15.34 6.34 7.89 --- ---
Brookfield Real Assets Securities A 0.21 15.34 6.34 7.89 --- ---
Brookfield Real Assets Securities C 0.21 15.08 6.20 7.39 --- ---
Columbia Flexible Capital Income I 2.16 13.99 8.23 10.17 6.08 9.66
Columbia Flexible Capital Income R5 2.15 13.98 8.16 10.02 5.95 ---
Columbia Flexible Capital Income Z 2.17 13.94 8.11 10.00 5.87 9.50
Columbia Flexible Capital Income R4 2.16 13.83 8.14 9.93 5.86 ---
Columbia Flexible Capital Income W 2.08 13.70 8.05 9.64 5.58 9.21
Columbia Flexible Capital Income A LW 2.17 13.69 8.04 9.72 5.61 9.22
Columbia Flexible Capital Income A 2.17 13.69 8.04 9.72 5.61 9.22
Columbia Flexible Capital Income R 2.17 13.57 7.99 9.45 5.34 8.93
Roumell Opportunistic Value Instl 5.92 13.42 10.81 2.80 -5.96 0.16
Roumell Opportunistic Value A LW 5.85 13.26 10.63 2.67 -6.16 -0.05
Roumell Opportunistic Value A 5.85 13.26 10.63 2.67 -6.16 -0.05
Columbia Flexible Capital Income C 2.09 13.16 7.89 8.85 4.84 8.41
Roumell Opportunistic Value C 5.78 12.65 10.52 1.78 -6.86 ---
Poplar Forest Cornerstone Institutional 1.18 12.51 4.21 12.36 --- ---
AT Income Opportunities Institutional 1.38 12.34 6.04 10.34 --- ---
Poplar Forest Cornerstone A Load Waived 1.14 12.30 4.14 12.07 --- ---
Poplar Forest Cornerstone A 1.14 12.30 4.14 12.07 --- ---
Intrepid Capital Institutional 1.57 11.98 4.81 8.77 5.65 7.86
Greenspring 2.65 11.98 5.96 11.55 2.41 6.31
Hotchkis & Wiley Capital Income I 3.46 11.95 5.50 6.49 6.38 10.61
Intrepid Capital Investor 1.57 11.84 4.84 8.57 5.41 7.60
Hotchkis & Wiley Capital Income A LW 3.40 11.70 5.31 6.26 6.14 10.92
Hotchkis & Wiley Capital Income A 3.40 11.70 5.31 6.26 6.14 10.92
RiverNorth Core Opportunity I 0.88 11.65 6.67 11.02 --- ---
Timothy Plan Defensive Strategies I -0.86 11.63 4.44 7.76 2.62 ---
SEI Defensive Strategy Allc A (SAAT) -0.13 11.59 5.82 11.25 9.98 11.19
Villere Balanced Inv 2.86 11.54 6.69 3.32 2.65 9.03
Timothy Plan Defensive Strategies A LW -0.86 11.42 4.35 7.47 2.34 0.75
Timothy Plan Defensive Strategies A -0.86 11.42 4.35 7.47 2.34 0.75
RiverNorth Core Opportunity R 0.79 11.42 6.60 10.75 6.49 7.94
SEI Conservative Strategy Allc A (SAAT) -0.41 11.36 5.68 11.67 10.60 11.70
VY® Franklin Income I 0.76 11.29 5.19 9.46 5.71 8.01
VY® Franklin Income S 0.67 11.05 5.14 9.43 5.50 7.78
Virtus Herzfeld I 1.76 11.04 6.80 11.12 8.27 ---
VY® Franklin Income S2 0.67 10.99 5.16 9.26 5.37 7.62
Timothy Plan Defensive Strategies C -0.89 10.90 4.13 6.63 1.57 -0.02
Mairs & Power Balanced Inv 0.35 10.87 3.82 12.33 8.21 11.12
VY® Franklin Income A 0.69 10.81 5.03 9.03 5.12 7.40
Virtus Herzfeld A Load Waived 1.76 10.81 6.74 10.84 7.99 ---
Virtus Herzfeld A 1.76 10.81 6.74 10.84 7.99 ---
Virtus Herzfeld C 1.68 10.25 6.58 9.96 7.15 ---
Franklin Balanced R6 0.70 10.16 5.00 11.51 7.66 ---
Franklin Balanced Adv 0.69 10.08 4.97 11.41 7.51 9.08
Franklin Balanced A Load Waived 0.68 9.92 4.92 11.16 7.23 8.76
Franklin Balanced A 0.68 9.92 4.92 11.16 7.23 8.76
GuideStone Funds Defensv Mkt Strats Inst 0.25 9.75 3.91 12.77 10.09 ---
American Funds Income Portfolio R6 0.00 9.56 3.61 9.34 6.85 ---
GuideStone Funds Defensv Mkt Strats Inv 0.25 9.53 3.80 12.39 9.81 ---
American Funds Income Portfolio R5 0.00 9.43 3.51 9.19 6.79 ---
American Funds Income Portfolio F2 0.00 9.42 3.51 9.15 6.72 ---
Franklin Balanced C 0.62 9.38 4.78 10.34 6.46 8.00
American Funds Income Portfolio R4 0.00 9.31 3.53 8.91 6.49 ---
American Funds Income Portfolio R2E -0.08 9.31 3.39 8.95 --- ---
American Funds Income Portfolio 529F1 0.00 9.29 3.49 9.07 6.65 ---
American Funds Income Portfolio R5E 0.00 9.27 3.47 --- --- ---
American Funds Income Portfolio A LW -0.08 9.23 3.46 8.92 6.51 ---
American Funds Income Portfolio A -0.08 9.23 3.46 8.92 6.51 ---
American Funds Income Portfolio F1 0.00 9.20 3.44 8.87 6.46 ---
American Funds Income Portfolio 529A 0.00 9.20 3.44 8.81 6.41 ---
American Funds Income Portfolio 529E 0.00 9.07 3.37 8.57 6.17 ---
American Funds Income Portfolio R3 -0.08 8.98 3.37 8.49 6.14 ---
Loomis Sayles Multi-Asset Income N -0.13 8.86 3.13 --- --- ---
Manning & Napier Strategic Inc Modrt I 0.27 8.77 4.06 10.60 7.00 ---
Loomis Sayles Multi-Asset Income Y -0.14 8.73 3.11 10.00 8.17 ---
American Funds Income Portfolio C -0.08 8.70 3.27 8.06 5.70 ---
American Funds Income Portfolio R1 -0.08 8.69 3.26 8.09 5.69 ---
American Funds Income Portfolio R2 -0.08 8.68 3.27 8.12 5.66 ---
American Funds Income Portfolio 529C -0.08 8.66 3.26 7.94 5.58 ---
American Funds Income Portfolio B -0.08 8.64 3.28 8.01 5.68 ---
American Funds Income Portfolio 529B -0.17 8.62 3.20 7.96 5.59 ---
Loomis Sayles Multi-Asset Income A LW -0.16 8.59 3.09 9.76 8.01 8.14
Loomis Sayles Multi-Asset Income A -0.16 8.59 3.09 9.76 8.01 8.14
Manning & Napier Strategic Inc Modrt S 0.18 8.56 3.90 10.23 6.75 ---
American Funds Retire Inc Port-Enh R6 -0.09 8.49 3.46 10.10 --- ---
American Funds Retire Inc Port-Enh F2 -0.09 8.48 3.41 10.15 --- ---
Dodge & Cox Balanced 1.77 8.42 4.59 8.23 8.48 12.15
American Funds Retire Inc Port-Enh F1 -0.09 8.41 3.36 9.93 --- ---
Regal Total Return A Load Waived -0.38 8.40 4.40 6.99 --- ---
Regal Total Return A -0.38 8.40 4.40 6.99 --- ---
American Funds Retire Inc Port-Enh R5E -0.19 8.40 3.36 --- --- ---
American Funds Retire Inc Port-Enh R1 -0.18 8.40 3.38 10.01 --- ---
American Funds Retire Inc Port-Enh R5 -0.09 8.39 3.37 9.99 --- ---
State Farm Balanced -0.28 8.38 3.14 9.68 8.49 8.25
American Funds Retire Inc Port-Enh A LW -0.09 8.38 3.36 9.91 --- ---
American Funds Retire Inc Port-Enh A -0.09 8.38 3.36 9.91 --- ---
American Funds Retire Inc Port-Enh R2E -0.09 8.37 3.35 9.98 --- ---
MFS Total Return R6 0.44 8.36 3.40 9.27 8.56 ---
Madison Diversified Income A LW 0.39 8.35 4.09 11.78 7.21 8.50
Madison Diversified Income A 0.39 8.35 4.09 11.78 7.21 8.50
MFS Total Return I 0.44 8.31 3.38 9.18 8.47 9.87
MFS Total Return R4 0.44 8.30 3.37 9.23 8.46 9.87
American Funds Retire Inc Port-Enh R4 -0.19 8.30 3.39 9.89 --- ---
Prudential Real Assets Z -0.83 8.21 3.20 4.04 1.62 1.42
MFS Total Return A Load Waived 0.44 8.16 3.32 8.92 8.21 9.60
MFS Total Return A 0.44 8.16 3.32 8.92 8.21 9.60
American Funds Retire Inc Port-Enh B -0.09 8.16 3.44 9.74 --- ---
Prudential Real Assets Q -0.93 8.15 3.22 4.14 --- ---
MFS Total Return R3 0.44 8.15 3.31 8.90 8.20 9.59
American Funds Retire Inc Port-Enh R3 -0.19 8.15 3.31 9.70 --- ---
MFS Total Return 529A Load Waived 0.44 8.10 3.32 8.90 8.14 9.55
MFS Total Return 529A 0.44 8.10 3.32 8.90 8.14 9.55
MFS Moderate Allocation R4 0.48 8.10 3.79 7.59 6.43 7.93
JHFunds2 Capital Appreciation Value NAV 0.34 8.08 2.74 10.38 11.38 13.44
T. Rowe Price Capital Appreciation I 0.37 8.06 2.65 --- --- ---
MFS Moderate Allocation I 0.47 8.06 3.80 7.55 6.41 7.92
American Funds Retire Inc Port-Enh R2 -0.19 8.05 3.29 9.55 --- ---
WesMark Balanced 0.43 8.03 4.13 9.41 7.14 7.98
VY® T. Rowe Price Capital Apprec I 0.31 8.03 2.61 10.42 11.61 13.58
USAA Target Managed Allocation 0.59 8.03 6.24 6.46 --- ---
Vanguard Wellington™ Admiral™ 0.43 8.02 3.57 10.26 8.84 10.88
Loomis Sayles Multi-Asset Income C -0.23 8.01 2.84 8.90 7.19 7.30
SEI Aggressive Strategy A (SAAT) 0.92 8.00 4.87 6.84 6.22 8.75
Prudential Real Assets A Load Waived -0.93 7.99 3.14 3.71 1.34 1.16
Prudential Real Assets A -0.93 7.99 3.14 3.71 1.34 1.16
JHancock Lifestyle II Balanced R6 0.56 7.99 4.40 8.35 --- ---
T. Rowe Price Capital Appreciation 0.33 7.98 2.62 10.41 11.50 13.50
JHancock Lifestyle II Balanced 1 0.56 7.97 4.39 8.31 --- ---
Vanguard Wellington™ Inv 0.41 7.96 3.52 10.16 8.75 10.78
Northern Global Tactical Asset Allc 0.42 7.93 4.42 7.70 5.29 6.53
MFS Total Return R2 0.38 7.92 3.24 8.62 7.91 9.31
SEI Aggressive Strategy I (SAAT) 0.86 7.91 4.85 6.66 5.96 8.50
Madison Diversified Income B 0.32 7.91 3.94 10.96 6.43 7.71
MFS Moderate Allocation R3 0.42 7.90 3.69 7.30 6.14 7.65
American Funds Retire Inc Port-Enh C -0.19 7.89 3.23 9.22 --- ---
VY® T. Rowe Price Capital Apprec S 0.31 7.87 2.54 10.15 11.33 13.30
MFS Moderate Allocation 529A LW 0.48 7.86 3.73 7.30 6.10 7.61
MFS Moderate Allocation 529A 0.48 7.86 3.73 7.30 6.10 7.61
Lord Abbett Multi-Asset Balanced Opp R5 1.09 7.85 4.55 5.87 --- ---
MFS Moderate Allocation A Load Waived 0.42 7.84 3.66 7.25 6.14 7.65
MFS Moderate Allocation A 0.42 7.84 3.66 7.25 6.14 7.65
Madison Diversified Income C 0.33 7.84 3.95 10.96 6.44 ---
Lord Abbett Multi-Asset Balanced Opp F 1.09 7.80 4.53 5.79 5.59 8.33
Lord Abbett Multi-Asset Balanced Opp R6 1.09 7.78 4.56 5.81 --- ---
Lord Abbett Multi-Asset Balanced Opp I 1.09 7.76 4.45 5.88 5.66 8.44
Vanguard Balanced Index I 0.35 7.74 4.00 9.25 8.84 10.18
Vanguard Balanced Index Adm 0.35 7.74 4.00 9.24 8.85 10.18
T. Rowe Price Capital Appreciation Adv 0.30 7.74 2.49 10.06 11.15 13.16
MFS Moderate Allocation R2 0.43 7.74 3.67 7.05 5.88 7.39
VY® T. Rowe Price Capital Apprec S2 0.27 7.72 2.48 9.97 11.16 13.12
Lord Abbett Multi-Asset Balanced Opp R4 1.09 7.70 4.50 5.65 --- ---
Great-West SecureFoundation® Bal ETF A 0.52 7.70 4.19 8.04 7.05 ---
Great-West SecureFoundation® Bal ET A LW 0.52 7.70 4.19 8.04 7.05 ---
American Funds Retire Inc Port-Mod R3 -0.19 7.68 3.07 8.85 --- ---
Manning & Napier Pro-Blend Extnd Term I 0.52 7.67 3.65 6.38 5.25 7.56
CornerCap Balanced 0.83 7.67 3.25 6.36 6.10 7.67
Perkins Value Plus Income I 0.71 7.65 4.28 7.58 6.68 8.55
American Funds Retire Inc Port-Mod R6 -0.19 7.65 3.05 8.84 --- ---
American Funds Retire Inc Port-Mod F2 -0.19 7.65 3.00 8.90 --- ---
VY® Invesco Equity and Income I 1.94 7.64 4.39 7.80 7.72 10.88
VALIC Company II Moderate Gr Lifestyle 0.79 7.64 4.32 7.26 6.78 8.44
Vanguard Balanced Index Inv 0.32 7.63 3.97 9.09 8.69 10.01
Perkins Value Plus Income D 0.81 7.62 4.35 7.62 6.65 8.45
Manning & Napier Pro-Blend Extnd Term S 0.54 7.61 3.64 6.15 5.01 7.29
MFS Total Return C 0.38 7.60 3.11 8.12 7.38 8.77
Lord Abbett Multi-Asset Balanced Opp A 1.00 7.60 4.41 5.55 5.40 8.15
Lord Abbett Multi-Asset Balanced Op A LW 1.00 7.60 4.41 5.55 5.40 8.15
MFS Total Return R1 0.33 7.59 3.13 8.11 7.36 8.76
Great-West SecureFoundation® Bal Instl 0.51 7.59 3.88 8.17 --- ---
VY® T. Rowe Price Capital Apprec A 0.28 7.58 2.43 9.73 10.94 12.90
MFS Total Return 529C 0.38 7.58 3.10 8.08 7.33 8.71
Perkins Value Plus Income T 0.81 7.57 4.24 7.48 6.59 8.40
MFS Total Return B 0.33 7.57 3.12 8.09 7.36 8.76
American Funds Retire Inc Port-Mod F1 -0.19 7.57 2.96 8.69 --- ---
American Funds Retire Inc Port-Mod R5E -0.28 7.56 2.95 --- --- ---
American Funds Retire Inc Port-Mod A LW -0.19 7.56 2.95 8.67 --- ---
American Funds Retire Inc Port-Mod A -0.19 7.56 2.95 8.67 --- ---
Perkins Value Plus Income A Load Waived 0.81 7.55 4.23 7.51 6.48 8.30
Perkins Value Plus Income A 0.81 7.55 4.23 7.51 6.48 8.30
MainStay Balanced I 0.13 7.55 3.42 7.64 8.13 10.28
American Funds Retire Inc Port-Mod R5 -0.19 7.55 2.96 8.73 --- ---
American Funds Retire Inc Port-Mod R2 -0.28 7.55 2.94 8.72 --- ---
MFS Total Return 529B 0.33 7.54 3.11 8.03 7.33 8.72
American Funds Retire Inc Port-Mod R2E -0.19 7.54 2.94 8.72 --- ---
SunAmerica Active Allocation A LW 0.83 7.51 4.54 6.13 6.29 6.84
SunAmerica Active Allocation A 0.83 7.51 4.54 6.13 6.29 6.84
Lord Abbett Multi-Asset Balanced Opp P 1.09 7.51 4.39 5.48 5.21 7.96
Perkins Value Plus Income S 0.81 7.50 4.30 7.40 6.46 8.24
MainStay Balanced R1 0.16 7.50 3.43 7.57 8.04 10.18
American Funds Retire Inc Port-Mod R4 -0.19 7.49 3.02 8.72 --- ---
Lord Abbett Multi-Asset Balanced Opp R3 1.09 7.48 4.37 5.43 5.16 7.91
Prudential Real Assets C -1.04 7.46 2.95 2.96 0.58 0.42
VY® Invesco Equity and Income S 1.91 7.45 4.34 7.50 7.45 10.60
SEI Aggressive Strategy D (SAAT) 0.77 7.45 4.63 5.98 5.40 7.91
Prudential Real Assets B -0.93 7.45 2.95 2.96 0.58 0.42
Invesco Equity and Income R5 1.89 7.43 4.38 7.57 7.83 11.10
Lord Abbett Multi-Asset Balanced Opp R2 0.98 7.42 4.34 5.27 5.04 7.79
Bruce -2.57 7.42 3.35 7.17 11.41 10.58
Great-West SecureFoundation® Bal G 0.47 7.41 3.82 7.80 6.95 8.37
MFS Moderate Allocation R1 0.44 7.38 3.52 6.53 5.35 6.85
MFS Moderate Allocation B 0.36 7.38 3.50 6.48 5.35 6.84
JHancock Balanced R6 0.59 7.37 4.02 7.78 7.74 ---
Invesco Equity and Income R6 1.89 7.37 4.31 7.57 7.93 ---
VY® Invesco Equity and Income S2 1.91 7.36 4.30 7.36 7.31 10.44
Schwab MarketTrack Balanced 0.57 7.36 4.01 7.69 6.48 8.07
MFS Moderate Allocation C 0.43 7.36 3.58 6.53 5.36 6.85
MFS Moderate Allocation 529C 0.43 7.36 3.55 6.50 5.31 6.80
MainStay Balanced A Load Waived 0.13 7.36 3.36 7.39 7.86 10.01
MainStay Balanced A 0.13 7.36 3.36 7.39 7.86 10.01
Great-West SecureFoundation® Bal G1 0.54 7.36 3.81 7.74 6.84 8.25
American Beacon Balanced Instl 1.65 7.36 4.13 6.23 6.62 10.10
Manning & Napier Pro-Blend Extnd Term R 0.46 7.33 3.50 5.81 4.73 7.01
MFS Moderate Allocation 529B 0.37 7.32 3.53 6.45 5.30 6.80
JHancock Balanced R5 0.59 7.32 4.00 7.68 7.65 10.05
MainStay Balanced R2 0.13 7.31 3.34 7.28 7.75 9.90
Value Line Asset Allocation Instl 0.75 7.29 3.55 --- --- ---
MainStay Balanced Inv 0.13 7.28 3.35 7.25 7.70 9.82
Invesco Equity and Income Y 1.89 7.28 4.26 7.38 7.75 10.99
JHancock Balanced I 0.54 7.26 3.94 7.60 7.58 10.00
DFA Global Allocation 60/40 I 0.50 7.26 3.87 7.35 5.80 7.34
VY® Invesco Equity and Income A 1.88 7.25 4.26 7.24 7.18 10.32
American Funds American Balanced R6 0.36 7.24 3.33 11.07 9.75 11.58
American Beacon Balanced Y 1.58 7.22 4.03 6.05 6.51 9.98
American Funds American Balanced R5 0.32 7.21 3.32 11.01 9.71 11.52
Vanguard LifeStrategy Moderate Gr Inv 0.53 7.20 3.95 7.74 7.21 8.29
Great-West SecureFoundation® Bal L 0.52 7.19 3.76 7.55 6.67 8.09
Savos Dynamic Hedging 0.10 7.18 5.04 3.73 --- ---
Value Line Asset Allocation Investor 0.71 7.15 3.49 8.04 8.16 10.45
American Funds Retire Inc Port-Mod B -0.28 7.15 2.88 8.30 --- ---
American Funds American Balanced F2 0.32 7.15 3.27 10.93 9.63 11.46
Russell LifePoints Balanced Strategy R1 0.78 7.14 3.81 6.89 5.67 6.68
JHancock Balanced R4 0.54 7.14 3.94 7.45 7.45 9.82
Invesco Moderate Allocation R5 0.40 7.14 3.46 6.42 4.62 6.39
Invesco Equity and Income A Load Waived 1.89 7.14 4.30 7.11 7.48 10.73
Invesco Equity and Income A 1.89 7.14 4.30 7.11 7.48 10.73
Invesco Moderate Allocation Y 0.40 7.13 3.45 6.41 4.63 6.40
American Funds American Balanced 529F 0.32 7.13 3.26 10.87 9.56 11.38
Russell LifePoints Balanced Strategy S 0.78 7.12 3.80 6.83 5.59 6.56
MainStay Balanced R3 0.09 7.12 3.28 7.00 7.49 9.62
Lord Abbett Multi-Asset Balanced Opp B 1.09 7.12 4.27 4.91 4.63 7.37
DFA Global Allocation 60/40 R2 0.56 7.10 3.84 7.15 5.59 7.08
Lord Abbett Multi-Asset Balanced Opp C 1.00 7.09 4.20 4.78 4.61 7.37
Hennessy Balanced Investor 0.08 7.08 3.04 10.49 4.55 5.82
American Funds Retire Inc Port-Mod R1 -0.28 7.08 2.83 8.17 --- ---
Perkins Value Plus Income C 0.71 7.07 4.12 6.74 5.71 7.59
SunAmerica Active Allocation C 0.77 7.05 4.40 5.47 5.61 6.16
American Funds American Balanced R5E 0.32 7.04 3.23 --- --- ---
American Funds American Balanced A LW 0.32 7.04 3.26 10.70 9.42 11.23
American Funds American Balanced A 0.32 7.04 3.26 10.70 9.42 11.23
American Beacon Balanced Inv 1.56 7.04 3.97 5.81 6.24 9.73
JHancock Balanced A Load Waived 0.54 7.03 3.86 7.26 7.27 9.63
JHancock Balanced A 0.54 7.03 3.86 7.26 7.27 9.63
American Funds Retire Inc Port-Mod C -0.28 7.01 2.82 7.93 --- ---
Advance Capital I Balanced Instl 0.13 7.01 2.79 7.92 6.06 7.96
Manning & Napier Pro-Blend Extnd Term C 0.49 7.00 3.47 5.27 4.21 6.48
American Beacon Balanced A Load Waived 1.56 7.00 3.95 5.74 6.15 9.59
American Beacon Balanced A 1.56 7.00 3.95 5.74 6.15 9.59
Voya Retirement Moderate Growth Port I 0.50 6.99 3.96 7.41 6.70 8.27
SunAmerica Active Allocation B 0.77 6.99 4.41 5.46 5.56 6.13
JHancock Balanced R2 0.54 6.99 3.84 7.22 7.25 ---
Invesco Moderate Allocation S 0.32 6.98 3.42 6.17 4.47 6.24
Invesco Equity and Income R 1.88 6.98 4.21 6.92 7.22 10.44
American Funds American Balanced R4 0.32 6.98 3.25 10.66 9.37 11.20
American Funds American Balanced F1 0.32 6.96 3.24 10.63 9.36 11.18
American Funds American Balanced 529A LW 0.32 6.96 3.24 10.61 9.32 11.14
American Funds American Balanced 529A 0.32 6.96 3.24 10.61 9.32 11.14
Russell LifePoints Balanced Strategy A 0.79 6.94 3.72 6.68 5.40 6.33
Russell LifePoints Balanced Strateg A LW 0.79 6.94 3.72 6.68 5.40 6.33
Rational Strategic Allocation A LW 0.29 6.93 3.92 7.30 4.55 5.67
Rational Strategic Allocation A 0.29 6.93 3.92 7.30 4.55 5.67
American Beacon Balanced Adv 1.55 6.93 3.92 5.63 6.09 9.55
Russell LifePoints Balanced Strategy E 0.79 6.92 3.76 6.57 5.32 6.30
Invesco Moderate Allocation A LW 0.32 6.92 3.31 6.06 4.34 6.13
Invesco Moderate Allocation A 0.32 6.92 3.31 6.06 4.34 6.13
American Century Balanced Instl 0.57 6.92 3.99 7.45 7.52 9.44
Russell LifePoints Balanced Strategy R4 0.79 6.88 3.69 6.58 5.43 6.42
JHancock Balanced R3 0.48 6.84 3.79 6.99 6.99 9.38
Highland Total Return Y 0.00 6.84 3.62 7.95 6.22 7.42
Thrivent Balanced Income Plus S 0.73 6.83 3.43 6.42 6.67 9.25
Calvert Balanced I 0.48 6.83 3.24 6.49 7.41 9.28
Russell LifePoints Balanced Strategy R5 0.79 6.82 3.70 6.37 5.19 6.17
Advance Capital I Balanced Retail 0.11 6.82 2.72 7.64 5.81 7.70
Thrivent Moderate Allocation S 0.95 6.80 3.69 6.64 6.61 8.07
American Funds American Balanced R3 0.28 6.80 3.14 10.32 9.05 10.86
Vanguard STAR Inv 0.82 6.77 4.18 7.56 7.71 9.36
SA Worldwide Moderate Growth 0.91 6.77 4.42 6.42 --- ---
JHancock Balanced R1 0.48 6.77 3.75 6.92 6.89 9.27
Great-West Moderate Profile II Instl 0.51 6.76 3.64 7.25 --- ---
MainStay Balanced C 0.06 6.75 3.15 6.41 6.89 9.00
American Funds American Balanced 529E 0.28 6.75 3.14 10.31 9.05 10.85
MainStay Balanced B 0.06 6.74 3.14 6.44 6.90 9.01
Calvert Balanced Y 0.48 6.73 3.21 6.32 7.13 ---
American Century Strat Allc: Mod R6 0.60 6.73 3.79 6.78 6.84 ---
Transamerica Partners Instl Balanced 0.38 6.72 3.45 8.52 8.86 10.44
QS Conservative Growth I 0.57 6.72 3.99 6.59 --- ---
LK Balanced Institutional 0.26 6.72 2.07 6.94 4.09 ---
Invesco Moderate Allocation R 0.32 6.71 3.25 5.81 4.11 5.88
American Funds American Balanced R2E 0.28 6.71 3.09 10.25 --- ---
Highland Total Return A Load Waived 0.00 6.70 3.58 7.74 5.97 7.16
Highland Total Return A 0.00 6.70 3.58 7.74 5.97 7.16
American Funds Balanced Portfolio R6 0.22 6.70 3.49 8.21 8.05 ---
American Century Balanced Inv 0.51 6.70 3.88 7.18 7.29 9.20
George Putnam Balanced R6 0.51 6.69 3.78 7.19 --- ---
American Funds College 2027 529F1 0.08 6.66 3.01 7.06 7.37 ---
Transamerica Multi-Managed Balanced R6 0.32 6.65 3.38 8.50 --- ---
Hartford Balanced HLS IA 0.32 6.65 3.13 8.32 8.28 10.81
Invesco Equity and Income C 1.83 6.64 4.06 6.39 6.69 9.91
HSBC World Selection Balanced Strat A LW 0.80 6.64 3.92 6.37 4.80 6.48
HSBC World Selection Balanced Strat A 0.80 6.64 3.92 6.37 4.80 6.48
George Putnam Balanced R5 0.48 6.64 3.81 7.10 --- ---
Voya Retirement Moderate Growth Port A 0.41 6.63 3.86 6.88 6.27 7.84
Nationwide Inv Dest Mod I 0.59 6.63 3.44 6.52 5.72 7.60
Fidelity Advisor® Balanced Z 0.87 6.63 4.07 7.73 9.21 ---
Transamerica Asset Allc Mod Gr I 0.90 6.62 4.00 7.03 7.19 8.79
Fidelity Asset Manager® 60% 0.90 6.62 3.97 6.91 6.79 8.18
Fidelity Advisor Asset Manager® 60% I 0.89 6.62 3.96 6.96 6.75 8.11
George Putnam Balanced Y 0.47 6.61 3.80 7.13 8.04 10.05
Fidelity Asset Manager® 50% 0.83 6.61 3.76 6.76 6.34 7.41
Nationwide Inv Dest Mod Instl Svc 0.59 6.60 3.44 6.42 --- ---
Vantagepoint Model Port Tradtnl Gr TM 0.56 6.59 3.57 6.17 5.97 ---
TIAA-CREF Managed Allc Inst 0.76 6.59 3.76 6.94 7.20 8.95
Prudential Balanced Z 0.26 6.59 3.76 8.58 8.89 10.32
MassMutual Premier Balanced I 0.44 6.59 4.04 7.62 --- ---
American Funds Balanced Portfolio R5 0.22 6.59 3.48 8.15 7.99 ---
American Funds Balanced Portfolio F2 0.22 6.58 3.47 8.11 7.95 ---
Thrivent Moderate Allocation A LW 0.88 6.57 3.54 6.29 6.24 7.70
Thrivent Moderate Allocation A 0.88 6.57 3.54 6.29 6.24 7.70
Invesco Equity and Income B 1.73 6.57 3.98 6.31 6.68 10.01
JHancock Balanced B 0.49 6.56 3.68 6.51 6.51 8.85
Columbia Balanced Y 0.48 6.56 3.08 8.73 9.32 ---
Transamerica Multi-Mgd Balanced I 0.32 6.55 3.35 8.38 8.67 10.16
Fidelity Advisor® Balanced I 0.87 6.55 4.04 7.58 9.05 10.27
Calvert Balanced A Load Waived 0.45 6.54 3.13 6.08 6.92 8.77
Calvert Balanced A 0.45 6.54 3.13 6.08 6.92 8.77
American Funds Balanced Portfolio 529F1 0.29 6.54 3.53 8.11 7.87 ---
Fidelity Advisor Asset Manager® 50% I 0.83 6.53 3.76 6.72 6.29 7.36
Thrivent Balanced Income Plus A LW 0.65 6.51 3.33 6.07 6.24 8.79
Thrivent Balanced Income Plus A 0.65 6.51 3.33 6.07 6.24 8.79
T. Rowe Price Personal Strat Bal 0.73 6.51 4.02 7.07 7.32 9.08
QS Conservative Growth A Load Waived 0.57 6.51 3.92 6.32 5.65 7.70
QS Conservative Growth A 0.57 6.51 3.92 6.32 5.65 7.70
American Funds Balanced Portfolio R5E 0.22 6.51 3.44 --- --- ---
JHancock Balanced C 0.43 6.50 3.68 6.51 6.51 8.86
Fidelity® Balanced K 0.90 6.50 3.99 7.55 9.24 10.45
Columbia Balanced R5 0.48 6.50 3.07 8.70 9.27 11.32
American Funds College 2027 529A LW 0.00 6.50 2.93 6.90 7.17 ---
American Funds College 2027 529A 0.00 6.50 2.93 6.90 7.17 ---
Hartford Balanced HLS IB 0.32 6.49 3.05 8.07 8.01 10.53
MassMutual Premier Balanced R5 0.44 6.48 4.04 7.48 7.34 9.07
American Funds American Balanced B 0.24 6.48 3.02 9.89 8.60 10.40
American Century Strat Allc: Mod Instl 0.60 6.48 3.71 6.62 6.67 8.25
American Funds American Balanced R2 0.24 6.47 3.04 9.84 8.61 10.40
American Beacon Balanced C 1.50 6.47 3.76 4.94 5.35 8.79
American Funds American Balanced R1 0.24 6.46 3.00 9.81 8.55 10.36
American Funds American Balanced C 0.28 6.46 3.04 9.86 8.56 10.36
Transamerica Partners Balanced 0.29 6.45 3.34 8.08 8.47 10.03
Madison Moderate Allocation A LW 0.35 6.45 3.36 6.63 6.54 7.66
Madison Moderate Allocation A 0.35 6.45 3.36 6.63 6.54 7.66
Fidelity® Balanced 0.90 6.45 3.97 7.45 9.13 10.33
Fidelity Advisor Asset Manager® 60% A LW 0.90 6.45 3.89 6.59 6.45 7.84
Fidelity Advisor Asset Manager® 60% A 0.90 6.45 3.89 6.59 6.45 7.84
Columbia Balanced Z 0.48 6.45 3.04 8.60 9.14 11.19
Sentinel Balanced I 0.67 6.44 3.23 8.33 7.46 9.61
George Putnam Balanced A Load Waived 0.47 6.44 3.70 6.84 7.78 9.76
George Putnam Balanced A 0.47 6.44 3.70 6.84 7.78 9.76
American Century One Choice Mod Inv 0.55 6.44 3.67 6.51 6.74 8.36
Principal SAM Balanced Inst 0.60 6.43 3.66 6.57 6.97 8.76
Great-West Moderate Profile II Init 0.41 6.43 3.44 6.78 6.65 8.22
Great-West Moderate Profile I Init 0.49 6.43 3.39 6.77 6.48 8.07
Russell LifePoints Balanced Strategy C 0.72 6.42 3.59 5.86 4.58 5.53
Columbia Balanced R4 0.45 6.42 3.04 8.58 9.14 ---
Fidelity Advisor Asset Manager® 50% A LW 0.84 6.41 3.70 6.46 6.04 7.09
Fidelity Advisor Asset Manager® 50% A 0.84 6.41 3.70 6.46 6.04 7.09
Invesco Moderate Allocation C 0.24 6.40 3.14 5.22 3.57 5.34
Nationwide Inv Dest Mod Svc 0.49 6.39 3.41 6.16 5.32 7.18
Nationwide Inv Dest Mod A Load Waived 0.49 6.39 3.31 6.07 5.31 7.24
Nationwide Inv Dest Mod A 0.49 6.39 3.31 6.07 5.31 7.24
Invesco Moderate Allocation B 0.24 6.39 3.14 5.30 3.57 5.35
American Funds Balanced Portfolio R4 0.22 6.39 3.42 7.88 7.70 ---
American Funds Balanced Portfolio F1 0.22 6.39 3.42 7.86 7.67 ---
American Funds Balanced Portfolio A LW 0.22 6.39 3.41 7.89 7.73 ---
American Funds Balanced Portfolio A 0.22 6.39 3.41 7.89 7.73 ---
American Funds American Balanced 529C 0.24 6.39 3.01 9.78 8.48 10.28
Sentinel Balanced A Load Waived 0.71 6.38 3.25 8.21 7.23 9.42
Sentinel Balanced A 0.71 6.38 3.25 8.21 7.23 9.42
MassMutual Premier Balanced Svc 0.42 6.38 3.95 7.34 7.20 8.94
American Century Strat Allc: Mod Inv 0.45 6.38 3.62 6.40 6.46 8.03
Vantagepoint Model Port Tradtnl Gr Inv M 0.52 6.37 3.49 5.89 5.70 7.59
Transamerica Asset Allc Mod Gr A LW 0.82 6.37 3.92 6.66 6.89 8.45
Transamerica Asset Allc Mod Gr A 0.82 6.37 3.92 6.66 6.89 8.45
MassMutual Premier Balanced Adm 0.35 6.37 3.93 7.27 7.08 8.78
Great-West Moderate Profile II L 0.49 6.37 3.39 6.63 6.39 7.97
TIAA-CREF Managed Allc Retail 0.68 6.36 3.60 6.66 6.92 8.66
TIAA-CREF Lifestyle Moderate Instl 0.70 6.36 3.56 6.61 7.06 ---
Prudential Balanced A Load Waived 0.20 6.36 3.57 8.24 8.53 9.97
Prudential Balanced A 0.20 6.36 3.57 8.24 8.53 9.97
Hartford Balanced Y 0.32 6.36 2.98 8.07 8.20 10.60
American Funds Balanced Portfolio 529A 0.22 6.36 3.40 7.81 7.64 ---
American Funds Balanced Portfolio 529 LW 0.22 6.36 3.40 7.81 7.64 ---
American Funds American Balanced 529B 0.24 6.36 2.99 9.72 8.46 10.26
Salient Select Opportunity Institutional 1.93 6.35 14.30 -4.92 2.61 ---
Columbia Balanced K 0.45 6.35 3.01 8.43 8.98 11.02
American Funds College 2027 529E 0.08 6.35 2.95 6.66 6.89 ---
Principal SAM Balanced P 0.60 6.33 3.68 6.44 --- ---
Hartford Balanced R5 0.37 6.33 2.97 8.00 8.15 10.54
Fidelity Advisor® Balanced A LW 0.84 6.33 3.95 7.30 8.78 9.98
Fidelity Advisor® Balanced A 0.84 6.33 3.95 7.30 8.78 9.98
Transamerica Multi-Mgd Balanced A LW 0.24 6.32 3.27 8.05 8.35 9.77
Transamerica Multi-Mgd Balanced A 0.24 6.32 3.27 8.05 8.35 9.77
TIAA-CREF Lifestyle Moderate Advisor 0.70 6.32 3.56 --- --- ---
JHancock Lifestyle Balanced 1 0.87 6.32 3.83 5.97 5.94 7.91
Hartford Balanced I 0.33 6.32 2.96 7.94 --- ---
Westwood Income Opportunity Instl -0.13 6.31 2.44 6.69 5.94 7.97
QS Conservative Growth R 0.50 6.31 3.86 5.98 --- ---
TIAA-CREF Lifestyle Moderate Premier 0.70 6.30 3.53 6.47 6.91 ---
George Putnam Balanced R 0.49 6.30 3.66 6.55 7.50 9.49
Principal SAM Balanced J 0.61 6.29 3.60 6.32 6.70 8.45
Fidelity Advisor Asset Manager® 60% T 0.81 6.29 3.81 6.26 6.18 7.57
TIAA-CREF Managed Allc R 0.68 6.28 3.61 6.59 6.91 8.67
MassMutual Premier Balanced R4 0.36 6.28 3.87 7.12 --- ---
JHancock Lifestyle Balanced R5 0.87 6.28 3.81 5.92 5.89 7.85
American Century Strat Allc: Mod A LW 0.45 6.28 3.50 6.14 6.22 7.76
American Century Strat Allc: Mod A 0.45 6.28 3.50 6.14 6.22 7.76
Prudential Balanced R 0.20 6.27 3.58 8.02 8.33 9.77
Osterweis Strategic Investment -0.07 6.27 4.17 2.12 4.69 9.24
JHancock Lifestyle Balanced R6 0.80 6.27 3.85 5.95 5.98 ---
JHancock Lifestyle Balanced 5 0.80 6.27 3.85 5.96 5.99 7.96
American Funds Balanced Portfolio 529E 0.22 6.26 3.35 7.58 7.39 ---
Columbia Balanced A Load Waived 0.43 6.25 2.95 8.31 8.87 10.91
Columbia Balanced A 0.43 6.25 2.95 8.31 8.87 10.91
Transamerica Asset Allc Mod Gr R 0.82 6.24 3.86 6.42 6.63 8.23
Praxis Genesis Balanced A Load Waived 0.47 6.24 3.57 6.04 5.92 7.18
Praxis Genesis Balanced A 0.47 6.24 3.57 6.04 5.92 7.18
Buffalo Flexible Income 0.42 6.24 4.17 8.35 4.52 8.00
Principal SAM Balanced R5 0.53 6.23 3.60 6.30 6.70 8.48
Pax Balanced Institutional 0.74 6.23 3.37 8.21 7.52 8.42
Dreyfus Balanced Opportunity J 0.96 6.23 2.79 7.34 7.69 9.82
Dreyfus Balanced Opportunity I 0.96 6.23 2.84 7.40 7.68 9.85
First Investors Total Return Instl 0.78 6.22 4.25 6.61 6.40 ---
American Funds College 2024 529F1 -0.17 6.22 2.52 6.85 6.71 ---
JHancock Lifestyle Balanced I 0.80 6.21 3.82 5.91 --- ---
Dreyfus Balanced Opportunity Z 0.97 6.21 2.81 7.29 7.60 9.68
Fidelity Advisor® Balanced T 0.83 6.20 3.90 7.07 8.53 9.73
JHancock Lifestyle Balanced R4 0.87 6.19 3.76 5.73 5.69 7.63
Nationwide Inv Dest Mod R 0.50 6.18 3.21 5.80 5.02 6.90
First Investors Total Return Adv 0.73 6.18 4.21 6.51 6.31 ---
American Funds Balanced Portfolio R3 0.15 6.18 3.35 7.57 7.36 ---
HSBC World Selection Balanced Strat B 0.80 6.17 3.74 5.67 4.05 5.71
Voya Balanced Port I 0.55 6.16 3.45 6.53 6.40 8.19
Principal SAM Balanced R4 0.60 6.16 3.57 6.17 6.57 8.37
Principal SAM Balanced A Load Waived 0.52 6.16 3.59 6.19 6.61 8.40
Principal SAM Balanced A 0.52 6.16 3.59 6.19 6.61 8.40
TIAA-CREF Lifestyle Moderate Retirement 0.70 6.15 3.57 6.35 6.81 ---
TIAA-CREF Lifestyle Moderate Retail 0.70 6.14 3.49 6.32 6.75 ---
MassMutual Premier Balanced A LW 0.36 6.14 3.85 7.00 6.81 8.53
MassMutual Premier Balanced A 0.36 6.14 3.85 7.00 6.81 8.53
HSBC World Selection Balanced Strat C 0.80 6.14 3.73 5.64 4.04 5.71
Highland Total Return C -0.05 6.14 3.35 6.95 5.18 6.36
Hartford Balanced R4 0.37 6.14 2.94 7.69 7.84 10.20
Fidelity Advisor Asset Manager® 50% T 0.78 6.14 3.64 6.10 5.74 6.81
Sextant Core -0.08 6.12 2.61 6.46 4.68 5.26
Salient Select Opportunity Investor 1.88 6.12 14.17 -5.23 --- ---
American Funds Balanced Portfolio R2E 0.22 6.12 3.31 7.65 --- ---
Westwood Income Opportunity A LW -0.20 6.11 2.38 6.41 5.66 7.68
Westwood Income Opportunity A -0.20 6.11 2.38 6.41 5.66 7.68
Pacific Funds Port Optim Mod Adv 0.81 6.11 3.62 6.63 5.39 ---
American Century One Choice Mod R 0.48 6.11 3.61 6.05 --- ---
MassMutual Premier Balanced R3 0.37 6.10 3.89 6.81 --- ---
Columbia Balanced R 0.43 6.10 2.91 8.04 8.61 10.65
Hartford Balanced A Load Waived 0.33 6.09 2.87 7.63 7.75 10.14
Hartford Balanced A 0.33 6.09 2.87 7.63 7.75 10.14
Dreyfus Balanced Opportunity A LW 0.96 6.08 2.75 7.08 7.43 9.59
Dreyfus Balanced Opportunity A 0.96 6.08 2.75 7.08 7.43 9.59
Cavanal Hill Active Core Institutional 0.22 6.08 3.24 6.54 7.17 8.32
George Putnam Balanced M 0.41 6.07 3.62 6.34 7.24 9.22
QS Conservative Growth C 0.55 6.06 3.78 5.59 4.91 6.95
Pax Balanced Individual Investor 0.75 6.05 3.29 7.95 7.25 8.14
BMO Balanced Allocation R6 0.64 6.05 3.61 5.49 --- ---
American Funds College 2024 529A LW -0.25 6.05 2.44 6.57 6.50 ---
American Funds College 2024 529A -0.25 6.05 2.44 6.57 6.50 ---
USAA Cornerstone Moderate 0.49 6.04 4.04 4.36 4.15 5.58
JHancock Lifestyle Balanced A LW 0.80 6.03 3.72 5.56 5.55 7.47
JHancock Lifestyle Balanced A 0.80 6.03 3.72 5.56 5.55 7.47
Salient Select Opportunity A LW 1.88 6.02 14.17 -5.37 2.10 ---
Salient Select Opportunity A 1.88 6.02 14.17 -5.37 2.10 ---
Principal SAM Balanced R3 0.53 6.02 3.53 5.93 6.37 8.16
MassMutual RetireSMART Mod I 0.63 6.01 3.48 5.52 --- ---
American Century Strat Allc: Mod R 0.45 6.01 3.56 5.89 5.93 7.49
JHancock Lifestyle Balanced R2 0.80 6.00 3.71 5.48 5.42 ---
Calvert Balanced C 0.40 6.00 2.91 5.24 6.08 7.91
TETON Westwood Balanced I 0.00 5.99 2.89 7.80 7.12 8.86
Fidelity Income Replacement 2042 0.83 5.99 3.50 6.14 6.98 8.81
Fidelity Advisor Income Repl 2042 I 0.84 5.99 3.50 6.15 6.98 8.81
Fidelity Advisor Income Repl 2036 I 0.77 5.99 3.40 6.12 6.65 8.22
Columbia Capital Allocation Mod Agrsv Y 0.59 5.99 3.62 7.00 7.37 ---
Fidelity Income Replacement 2040 0.81 5.98 3.47 6.12 6.83 8.57
Fidelity Income Replacement 2034 0.75 5.98 3.37 6.06 6.52 8.04
Fidelity Advisor Income Repl 2040 I 0.81 5.98 3.47 6.12 6.83 8.57
Fidelity Advisor Income Repl 2038 I 0.79 5.98 3.44 6.09 6.71 8.35
Fidelity Advisor Income Repl 2034 I 0.75 5.98 3.37 6.06 6.52 8.04
American Funds College 2027 529B 0.00 5.98 2.77 6.04 6.32 ---
Alger Balanced I-2 -0.07 5.98 3.11 8.73 8.54 7.70
Fidelity Income Replacement 2038 0.79 5.97 3.44 6.09 6.70 8.35
Fidelity Income Replacement 2036 0.78 5.96 3.39 6.07 6.61 8.19
Fidelity Advisor Asset Manager® 60% C 0.82 5.96 3.76 5.82 5.64 7.02
Voya Balanced Port S 0.48 5.95 3.32 6.18 6.12 7.90
Pacific Funds Port Optim Mod A LW 0.88 5.95 3.55 6.43 5.17 7.10
Pacific Funds Port Optim Mod A 0.88 5.95 3.55 6.43 5.17 7.10
Fidelity Income Replacement 2032 0.73 5.95 3.33 6.03 6.44 7.90
Fidelity Advisor Income Repl 2032 I 0.73 5.95 3.33 6.01 6.44 7.90
Principal SAM Balanced R2 0.60 5.94 3.49 5.78 6.19 7.97
BMO Balanced Allocation I 0.53 5.94 3.50 5.23 --- ---
American Funds College 2027 529C 0.00 5.94 2.80 5.99 6.32 ---
Columbia Capital Allocation Mod Agrsv R5 0.58 5.93 3.62 7.00 7.30 ---
Madison Moderate Allocation C 0.36 5.92 3.20 5.92 5.74 6.86
Madison Moderate Allocation B 0.27 5.92 3.21 5.93 5.75 6.84
Hartford Balanced R3 0.32 5.92 2.84 7.37 7.50 9.88
First Investors Total Return A LW 0.74 5.92 4.11 6.14 5.97 9.04
First Investors Total Return A 0.74 5.92 4.11 6.14 5.97 9.04
American Funds Balanced Portfolio C 0.15 5.92 3.26 7.08 6.91 ---
Transamerica Asset Allc Mod Gr C 0.75 5.91 3.70 5.91 6.14 7.69
George Putnam Balanced B 0.41 5.91 3.48 5.98 6.96 8.95
Fidelity Income Replacement 2030 0.70 5.91 3.27 5.96 6.30 7.72
Fidelity Advisor Income Repl 2030 I 0.70 5.91 3.27 5.96 6.30 7.72
American Funds Balanced Portfolio R2 0.15 5.91 3.25 7.03 6.86 ---
MassMutual RetireSMART Moderate R5 0.63 5.90 3.48 5.44 5.10 6.99
Nationwide Inv Dest Mod C 0.50 5.89 3.17 5.39 4.59 6.49
George Putnam Balanced C 0.40 5.89 3.52 6.05 6.98 8.96
Cavanal Hill Active Core Investor 0.22 5.89 3.19 6.52 6.97 8.09
American Funds Balanced Portfolio R1 0.15 5.89 3.24 7.08 6.87 ---
Prudential Balanced C 0.13 5.88 3.44 7.50 7.79 9.21
Prudential Balanced B 0.13 5.88 3.44 7.43 7.79 9.21
MassMutual RetireSMART Moderate Svc 0.63 5.88 3.47 5.33 5.02 6.95
American Funds College 2024 529E -0.17 5.88 2.36 6.33 6.21 ---
American Funds Balanced Portfolio B 0.15 5.87 3.18 7.02 6.86 ---
Fidelity Income Replacement 2028 0.67 5.86 3.20 5.86 6.15 7.51
Fidelity Advisor Income Repl 2028 I 0.67 5.86 3.20 5.86 6.15 7.51
Fidelity Advisor Asset Manager® 50% C 0.78 5.86 3.52 5.62 5.22 6.27
TETON Westwood Balanced AAA 0.00 5.85 2.82 7.51 6.87 8.59
Fidelity Advisor® Balanced C 0.79 5.85 3.75 6.50 7.96 9.14
American Funds Balanced Portfolio 529B 0.15 5.85 3.18 6.95 6.79 ---
American Century Strat Allc: Mod C 0.60 5.85 3.56 5.47 5.46 6.98
Principal SAM Balanced R1 0.53 5.84 3.44 5.65 6.05 7.83
Pax Balanced Retirement 0.70 5.84 3.20 7.73 6.98 7.88
JHancock Lifestyle Balanced R3 0.80 5.84 3.67 5.30 5.27 7.21
Columbia Capital Allocation Mod Agrsv Z 0.59 5.84 3.54 6.87 7.17 8.54
Cavanal Hill Active Core A Load Waived 0.15 5.84 3.13 6.17 6.87 8.03
Cavanal Hill Active Core A 0.15 5.84 3.13 6.17 6.87 8.03
Transamerica Multi-Mgd Balanced C 0.20 5.83 3.09 7.30 7.61 9.07
Transamerica Asset Allc Mod Gr B 0.81 5.82 3.73 5.82 6.04 7.62
FPA Crescent 2.35 5.82 3.88 6.89 6.17 8.96
Sentinel Balanced C 0.61 5.81 3.00 7.32 6.39 8.56
Fidelity Advisor Income Repl 2042 A LW 0.81 5.81 3.44 5.88 6.72 8.53
Fidelity Advisor Income Repl 2042 A 0.81 5.81 3.44 5.88 6.72 8.53
Fidelity Advisor Income Repl 2034 A LW 0.74 5.81 3.31 5.80 6.25 7.77
Fidelity Advisor Income Repl 2034 A 0.74 5.81 3.31 5.80 6.25 7.77
Pacific Funds Port Optim Mod R 0.81 5.80 3.48 6.14 4.92 6.83
JHancock Lifestyle Balanced R1 0.80 5.80 3.65 5.21 5.14 7.09
Fidelity Advisor Income Repl 2040 A LW 0.79 5.80 3.40 5.85 6.56 8.30
Fidelity Advisor Income Repl 2040 A 0.79 5.80 3.40 5.85 6.56 8.30
Fidelity Advisor Income Repl 2036 A LW 0.76 5.80 3.35 5.81 6.35 7.92
Fidelity Advisor Income Repl 2036 A 0.76 5.80 3.35 5.81 6.35 7.92
UBS US Allocation P 0.87 5.79 4.51 7.03 8.92 10.60
Fidelity Advisor Income Repl 2038 A LW 0.76 5.79 3.36 5.81 6.43 8.08
Fidelity Advisor Income Repl 2038 A 0.76 5.79 3.36 5.81 6.43 8.08
Delaware Foundation Moderate Allc I 0.36 5.78 3.87 5.96 5.67 7.02
Columbia Capital Allocation Mod Agrsv R4 0.58 5.78 3.51 6.81 7.18 ---
American Funds Balanced Portfolio 529C 0.15 5.78 3.15 6.94 6.78 ---
MassMutual RetireSMART Moderate Admin 0.63 5.77 3.47 5.27 4.93 6.84
Fidelity Advisor Income Repl 2032 A LW 0.72 5.77 3.27 5.75 6.17 7.63
Fidelity Advisor Income Repl 2032 A 0.72 5.77 3.27 5.75 6.17 7.63
Dreyfus Moderate Allocation 0.43 5.75 3.05 5.92 5.61 6.71
Columbia Balanced C 0.37 5.74 2.76 7.49 8.06 10.10
Columbia Balanced B 0.37 5.74 2.77 7.50 8.05 10.08
JPMorgan Diversified Instl 0.62 5.73 3.73 5.79 7.13 9.34
Fidelity Advisor Income Repl 2030 A LW 0.68 5.73 3.21 5.69 6.02 7.45
Fidelity Advisor Income Repl 2030 A 0.68 5.73 3.21 5.69 6.02 7.45
BMO Balanced Allocation Y 0.53 5.71 3.40 5.02 --- ---
Salient Select Opportunity C 1.84 5.70 14.03 -5.81 --- ---
TETON Westwood Balanced A Load Waived -0.08 5.69 2.74 7.29 6.60 8.32
TETON Westwood Balanced A -0.08 5.69 2.74 7.29 6.60 8.32
Nuveen Strategy Growth Allocation I 0.67 5.69 3.34 5.66 6.87 8.41
Hartford Checks and Balances R5 0.40 5.69 3.24 7.21 8.04 10.38
GE Instl Strategic Investment Inv 0.83 5.69 3.51 5.03 5.93 7.74
MassMutual RetireSMART Mod R4 0.53 5.68 3.38 5.07 --- ---
Columbia Capital Allocation Mod Agrsv K 0.59 5.68 3.50 6.63 7.01 ---
Delaware Foundation Moderate Allc A LW 0.36 5.67 3.82 5.72 5.42 6.76
Delaware Foundation Moderate Allc A 0.36 5.67 3.82 5.72 5.42 6.76
AB Balance Wealth Strategy Advisor 0.72 5.67 3.17 5.29 5.71 6.92
Fidelity Advisor Income Repl 2028 A LW 0.64 5.66 3.12 5.58 5.88 7.24
Fidelity Advisor Income Repl 2028 A 0.64 5.66 3.12 5.58 5.88 7.24
USAA Cornerstone Moderately Agrsv 0.44 5.65 3.94 4.18 4.17 5.25
Principal SAM Balanced C 0.53 5.64 3.38 5.42 5.83 7.59
Fidelity Advisor Income Repl 2042 T 0.79 5.64 3.38 5.62 6.45 8.26
Fidelity Advisor Income Repl 2034 T 0.72 5.64 3.25 5.55 5.99 7.50
Hartford Balanced C 0.28 5.63 2.70 6.84 7.02 9.36
Fidelity Advisor Income Repl 2040 T 0.78 5.63 3.34 5.58 6.30 8.02
Fidelity Advisor Income Repl 2038 T 0.76 5.62 3.32 5.57 6.17 7.81
Fidelity Advisor Income Repl 2036 T 0.74 5.62 3.27 5.54 6.08 7.65
T. Rowe Price Balanced I 0.58 5.61 3.29 --- --- ---
Columbia Capital Allocation Mod Agrsv T 0.59 5.61 3.47 6.58 6.90 8.24
Columbia Capital Allocation Mod Agrsv A 0.59 5.61 3.47 6.58 6.92 8.27
Columbia Capital Allocation Mod Agr A LW 0.59 5.61 3.47 6.58 6.92 8.27
AB Balance Wealth Strategy I 0.65 5.61 3.11 5.20 5.66 6.89
Transamerica Multi-Mgd Balanced B 0.16 5.60 2.99 6.98 7.33 8.77
Fidelity Advisor Income Repl 2032 T 0.70 5.60 3.21 5.49 5.91 7.35
BMO Balanced Allocation R3 0.53 5.60 3.40 4.74 --- ---
Voya Strategic Allocation Mod Port I 0.38 5.59 3.41 6.26 6.78 8.52
JPMorgan Diversified Sel 0.62 5.59 3.66 5.52 6.88 9.07
Wells Fargo Growth Balanced Admin 0.52 5.57 3.30 6.37 7.80 10.52
UBS US Allocation A Load Waived 0.84 5.57 4.42 6.72 8.61 10.29
UBS US Allocation A 0.84 5.57 4.42 6.72 8.61 10.29
Fidelity Advisor Income Repl 2030 T 0.66 5.57 3.16 5.43 5.77 7.19
Hartford Checks and Balances I 0.40 5.56 3.13 7.21 7.98 10.36
American Funds College 2024 529C -0.26 5.56 2.20 5.74 5.67 ---
GE Instl Strategic Investment Svc 0.84 5.55 3.45 4.80 5.68 7.48
Nuveen Strategy Growth Allocation A LW 0.59 5.54 3.27 5.40 6.59 8.15
Nuveen Strategy Growth Allocation A 0.59 5.54 3.27 5.40 6.59 8.15
MassMutual RetireSMART Moderate A LW 0.53 5.54 3.25 4.94 4.62 6.55
MassMutual RetireSMART Moderate A 0.53 5.54 3.25 4.94 4.62 6.55
Elfun Diversified 0.76 5.54 3.42 4.83 5.91 7.70
Oakmark Equity & Income I 1.69 5.53 3.36 4.65 5.99 8.42
JHancock Lifestyle Balanced C 0.73 5.52 3.47 4.81 4.79 6.71
JHancock Lifestyle Balanced B 0.73 5.52 3.55 4.80 4.80 6.70
Dreyfus Balanced Opportunity C 0.87 5.51 2.55 6.29 6.61 8.74
Fidelity Advisor Income Repl 2028 T 0.62 5.50 3.06 5.32 5.61 6.97
American Funds College 2024 529B -0.26 5.50 2.27 5.82 5.68 ---
New Century Balanced 0.62 5.49 3.77 4.37 4.97 6.81
PNC Balanced Allocation T 0.45 5.48 3.31 6.20 --- ---
Hartford Balanced B 0.23 5.48 2.67 6.69 6.83 9.20
Eaton Vance Balanced I -0.12 5.48 3.07 6.88 9.59 ---
Columbia Capital Allocation Mod Agrsv R 0.50 5.48 3.40 6.32 6.63 7.99
AB Balance Wealth Strategy A LW 0.65 5.47 3.12 5.04 5.42 6.63
AB Balance Wealth Strategy A 0.65 5.47 3.12 5.04 5.42 6.63
T. Rowe Price Balanced 0.54 5.46 3.20 6.10 7.34 9.21
PNC Balanced Allocation I 0.46 5.46 3.34 6.23 6.35 8.30
Pacific Funds Port Optim Mod C 0.75 5.46 3.36 5.66 4.42 6.36
MassMutual RetireSMART Mod R3 0.53 5.46 3.28 4.80 --- ---
Hartford Checks and Balances A LW 0.40 5.46 3.08 6.84 7.73 10.09
Hartford Checks and Balances A 0.40 5.46 3.08 6.84 7.73 10.09
Voya Solution Balanced Port I 0.48 5.45 3.11 6.10 6.84 8.47
Pacific Funds Port Optim Mod B 0.74 5.45 3.36 5.57 4.41 6.34
Hartford Checks and Balances R4 0.40 5.45 3.07 6.91 7.67 10.05
Delaware Foundation Moderate Allc R 0.36 5.45 3.67 5.45 5.12 6.48
Nuveen Strategy Growth Allocation R3 0.59 5.43 3.23 5.18 6.32 7.88
JPMorgan Diversified A Load Waived 0.62 5.43 3.62 5.29 6.61 8.81
JPMorgan Diversified A 0.62 5.43 3.62 5.29 6.61 8.81
Wells Fargo Growth Balanced A LW 0.51 5.42 3.23 6.11 7.53 10.24
Wells Fargo Growth Balanced A 0.51 5.42 3.23 6.11 7.53 10.24
Voya Strategic Allocation Mod Port S 0.39 5.42 3.34 6.01 6.51 8.24
VALIC Company I Dynamic Allocation 0.36 5.41 3.62 4.57 4.65 ---
AB Balance Wealth Strategy K 0.65 5.41 3.05 4.88 5.32 6.54
Cavanal Hill Active Core C 0.23 5.38 3.01 5.53 --- ---
First Investors Total Return B 0.70 5.37 3.92 5.35 5.16 8.22
Eaton Vance Balanced A Load Waived 0.00 5.36 3.01 6.63 9.33 10.32
Eaton Vance Balanced A 0.00 5.36 3.01 6.63 9.33 10.32
Oakmark Equity & Income II 1.66 5.31 3.28 4.32 5.65 8.08
PNC Balanced Allocation A Load Waived 0.38 5.30 3.26 5.92 6.08 8.02
PNC Balanced Allocation A 0.38 5.30 3.26 5.92 6.08 8.02
Oppenheimer Moderate Inv Y 0.36 5.30 3.53 5.38 6.06 7.12
Hartford Checks and Balances R3 0.40 5.30 3.11 6.61 7.38 9.72
Fidelity Advisor Income Repl 2042 C 0.75 5.30 3.24 5.10 5.92 7.72
Scharf Balanced Opportunity Instl 0.42 5.29 3.84 6.26 8.65 ---
Fidelity Advisor Income Repl 2040 C 0.75 5.29 3.21 5.07 5.77 7.49
Fidelity Advisor Income Repl 2038 C 0.73 5.29 3.17 5.04 5.64 7.27
Fidelity Advisor Income Repl 2034 C 0.67 5.29 3.12 5.01 5.46 6.96
Voya Solution Balanced Port S 0.43 5.28 3.12 5.84 6.56 8.21
JPMorgan Investor Balanced Select 0.61 5.28 3.00 5.49 6.29 7.61
TETON Westwood Balanced C -0.08 5.27 2.66 6.74 6.07 7.79
Fidelity Advisor Income Repl 2036 C 0.70 5.25 3.15 5.01 5.55 7.11
Fidelity Advisor Income Repl 2032 C 0.65 5.25 3.06 4.95 5.38 6.82
Fairholme Allocation -1.17 5.25 4.34 -10.18 -1.20 6.41
New Covenant Balanced Growth 0.79 5.22 3.31 5.36 6.88 8.11
Wells Fargo WealthBuilder Gr Bal Port WB 0.81 5.21 3.31 4.64 5.07 7.69
Fidelity Advisor Income Repl 2030 C 0.62 5.21 3.01 4.91 5.24 6.65
Voya Solution Balanced Port S2 0.42 5.18 3.11 5.62 6.42 8.05
Nuveen Strategy Balanced Allc I 0.50 5.18 2.81 4.92 6.27 7.50
Federated MDT Balanced Instl 0.48 5.18 4.26 4.38 7.13 9.33
AB Balance Wealth Strategy R 0.66 5.18 2.98 4.60 5.00 6.21
State Farm Equity & Bond Instl 0.26 5.17 3.00 6.40 8.69 9.78
Voya Solution Balanced Port A 0.54 5.15 3.06 5.60 6.32 7.95
Fidelity Advisor Income Repl 2028 C 0.58 5.15 2.92 4.80 5.08 6.43
Prudential Moderate Allocation Z 0.22 5.14 3.11 5.04 5.40 7.26
MainStay Moderate Allocation I 0.69 5.14 3.31 4.78 5.71 8.65
Oppenheimer Moderate Inv A Load Waived 0.36 5.13 3.56 5.14 5.83 6.89
Oppenheimer Moderate Inv A 0.36 5.13 3.56 5.14 5.83 6.89
Columbia Capital Allocation Mod Agrsv C 0.50 5.13 3.28 5.82 6.13 7.46
Columbia Capital Allocation Mod Agrsv B 0.51 5.13 3.25 5.74 6.11 7.45
RiverFront Moderate Growth & Income I 0.18 5.11 2.97 5.76 5.72 6.79
State Farm Equity & Bond R3 0.18 5.10 2.91 6.31 8.62 9.71
1919 Socially Responsive Balanced I -0.11 5.09 2.98 5.14 7.00 8.44
JPMorgan Investor Balanced A LW 0.54 5.08 2.94 5.23 6.01 7.34
JPMorgan Investor Balanced A 0.54 5.08 2.94 5.23 6.01 7.34
Delaware Foundation Moderate Allc C 0.27 5.08 3.53 4.82 4.59 5.94
Even Keel Multi-Asset Managed Risk I 0.54 5.07 2.43 3.82 3.18 ---
Wilmington Strategic Allc Mod Instl 0.19 5.06 3.45 4.38 4.94 5.89
UBS US Allocation C 0.77 5.06 4.25 5.94 7.81 9.47
JPMorgan Diversified C 0.56 5.05 3.51 4.79 6.07 8.26
Nuveen Strategy Balanced Allc A LW 0.39 5.04 2.73 4.64 5.98 7.23
Nuveen Strategy Balanced Allc A 0.39 5.04 2.73 4.64 5.98 7.23
Fidelity® Puritan® K 0.71 5.04 3.68 7.12 9.31 10.59
State Farm Equity & Bond A Load Waived 0.26 5.03 2.96 6.23 8.45 9.52
State Farm Equity & Bond A 0.26 5.03 2.96 6.23 8.45 9.52
Hartford Checks and Balances C 0.40 5.00 3.01 6.19 6.94 9.30
Federated MDT Balanced A Load Waived 0.48 5.00 4.21 4.13 6.87 9.05
Federated MDT Balanced A 0.48 5.00 4.21 4.13 6.87 9.05
RiverFront Moderate Growth & Income A LW 0.18 4.99 2.91 5.60 5.48 6.53
RiverFront Moderate Growth & Income A 0.18 4.99 2.91 5.60 5.48 6.53
Prudential Moderate Allocation A LW 0.22 4.99 3.04 4.77 5.12 6.99
Prudential Moderate Allocation A 0.22 4.99 3.04 4.77 5.12 6.99
Oppenheimer Moderate Inv R 0.27 4.97 3.49 4.87 5.53 6.62
State Farm Equity & Bond R2 0.18 4.96 2.95 6.09 8.32 9.38
1919 Socially Responsive Balanced A LW -0.11 4.96 2.94 4.95 6.74 8.16
1919 Socially Responsive Balanced A -0.11 4.96 2.94 4.95 6.74 8.16
Nuveen Strategy Growth Allocation C 0.52 4.95 3.09 4.59 5.78 7.34
AB Balance Wealth Strategy B 0.66 4.94 2.91 4.24 4.64 5.84
Fidelity® Puritan® 0.71 4.93 3.66 7.00 9.21 10.47
State Farm Equity & Bond Premier LW 0.17 4.92 2.97 6.20 8.43 9.53
State Farm Equity & Bond Premier 0.17 4.92 2.97 6.20 8.43 9.53
MainStay Moderate Allocation A LW 0.62 4.92 3.26 4.45 5.43 8.35
MainStay Moderate Allocation A 0.62 4.92 3.26 4.45 5.43 8.35
Wells Fargo Growth Balanced B 0.46 4.91 3.05 5.30 6.72 9.41
Putnam Dynamic Asset Allocation Bal R6 0.21 4.91 3.34 5.55 8.29 ---
Wilmington Strategic Allc Mod A LW 0.19 4.90 3.39 4.09 4.66 5.61
Wilmington Strategic Allc Mod A 0.19 4.90 3.39 4.09 4.66 5.61
Even Keel Multi-Asset Managed Risk F 0.55 4.90 2.36 3.58 --- ---
Eaton Vance Balanced C -0.12 4.89 2.83 5.79 8.50 9.50
AB Balance Wealth Strategy C 0.59 4.89 2.85 4.14 4.63 5.84
Wells Fargo Growth Balanced C 0.45 4.88 3.05 5.30 6.73 9.42
Sit Balanced 0.86 4.88 3.45 6.54 8.59 9.35
Hartford Checks and Balances B 0.40 4.88 2.95 6.10 6.87 9.21
Franklin Moderate Allocation Advisor 0.67 4.88 3.28 4.51 5.31 6.19
Pacific Financial Fth & Vls Bsd Mod Inv 0.30 4.87 3.05 4.76 0.52 ---
Pioneer Classic Balanced K 0.33 4.84 3.18 --- --- ---
MainStay Moderate Allocation Inv 0.62 4.84 3.18 4.27 5.26 8.16
Eaton Vance Balanced B -0.12 4.82 2.79 5.89 8.49 9.48
Virtus Tactical Allocation A LW 0.45 4.81 4.17 2.54 4.75 6.83
Virtus Tactical Allocation A 0.45 4.81 4.17 2.54 4.75 6.83
Pioneer Classic Balanced Y 0.33 4.81 3.16 5.20 7.90 9.38
Even Keel Multi-Asset Managed Risk A LW 0.55 4.81 2.36 3.52 --- ---
Even Keel Multi-Asset Managed Risk A 0.55 4.81 2.36 3.52 --- ---
Putnam Dynamic Asset Allocation Bal R5 0.14 4.80 3.31 5.38 8.17 ---
Calamos Growth & Income I 0.71 4.80 2.97 7.36 7.96 7.78
PNC Balanced Allocation C 0.39 4.79 3.05 5.22 5.36 7.24
Prudential Moderate Allocation R 0.22 4.78 2.99 4.51 4.80 6.65
Calvert Moderate Allocation A LW 0.51 4.78 2.68 4.46 6.31 8.28
Calvert Moderate Allocation A 0.51 4.78 2.68 4.46 6.31 8.28
Putnam Dynamic Asset Allocation Bal Y 0.21 4.77 3.31 5.42 8.18 10.01
Nuveen Strategy Balanced Allc R3 0.40 4.75 2.70 4.31 5.72 6.95
RidgeWorth Moderate Allocation Strat I 0.11 4.74 3.26 5.19 6.19 7.17
Federated MDT Balanced R 0.42 4.74 4.09 3.85 6.57 8.69
Pioneer Classic Balanced A Load Waived 0.22 4.72 3.18 5.03 7.64 9.09
Pioneer Classic Balanced A 0.22 4.72 3.18 5.03 7.64 9.09
BNY Mellon Asset Allocation M 0.35 4.72 2.89 4.83 6.05 6.83
JPMorgan Investor Balanced C 0.55 4.71 2.76 4.66 5.46 6.79
State Farm Equity & Bond R1 0.18 4.69 2.88 5.83 8.09 9.16
State Farm Equity & Bond B Legacy 0.17 4.69 2.83 5.74 7.97 9.09
Calamos Growth & Income A Load Waived 0.69 4.68 2.94 7.16 7.71 7.52
Calamos Growth & Income A 0.69 4.68 2.94 7.16 7.71 7.52
Franklin Moderate Allocation A LW 0.61 4.67 3.15 4.18 5.03 5.91
Franklin Moderate Allocation A 0.61 4.67 3.15 4.18 5.03 5.91
BlackRock Balanced Capital Instl 0.68 4.67 3.23 6.58 8.82 10.06
Oppenheimer Moderate Inv C 0.28 4.65 3.35 4.36 5.03 6.08
Hennessy Equity and Income Institutional -0.26 4.65 2.29 5.95 6.84 8.71
Frost Moderate Allocation Instl 0.23 4.64 3.29 4.98 6.07 7.22
Transamerica Instl Asst Allc Interm Hrzn 0.60 4.63 3.22 4.14 5.52 7.14
Oppenheimer Moderate Inv B 0.28 4.61 3.32 4.31 5.01 6.05
Nationwide Diverse Managers Instl Svc 0.62 4.61 3.23 3.24 --- ---
Pioneer Classic Balanced R 0.22 4.60 3.06 4.81 --- ---
Putnam Dynamic Asset Allocation Bal A LW 0.14 4.58 3.25 5.17 7.90 9.72
Putnam Dynamic Asset Allocation Bal A 0.14 4.58 3.25 5.17 7.90 9.72
Neiman Balanced Allocation A LW 0.43 4.58 4.02 4.94 4.76 6.35
Neiman Balanced Allocation A 0.43 4.58 4.02 4.94 4.76 6.35
Pacific Financial Dynamic Allc Instl 0.19 4.57 2.73 --- --- ---
VALIC Company I Asset Allocation 0.57 4.55 2.22 4.46 6.24 8.11
Timothy Plan Strategic Growth A LW 0.00 4.55 2.82 2.21 3.46 5.64
Timothy Plan Strategic Growth A 0.00 4.55 2.82 2.21 3.46 5.64
Calamos Growth & Income R 0.69 4.55 2.87 6.94 7.46 7.26
BNY Mellon Asset Allocation Inv 0.35 4.55 2.90 4.56 5.81 6.59
RidgeWorth Moderate Allocation Strat A 0.00 4.54 3.17 4.92 5.99 6.96
RidgeWorth Moderate Allocation Stra A LW 0.00 4.54 3.17 4.92 5.99 6.96
Nuveen Strategy Balanced Allc C 0.40 4.51 2.59 3.90 5.20 6.44
State Farm Equity & Bond B 0.18 4.50 2.81 5.49 7.75 8.81
BlackRock 60/40 Target Allocation Instl 0.50 4.50 2.98 4.49 7.87 9.93
Prudential Moderate Allocation C 0.15 4.48 2.84 3.97 4.35 6.20
Prudential Moderate Allocation B 0.22 4.48 2.91 4.05 4.35 6.20
Franklin Moderate Allocation R 0.54 4.48 3.09 3.94 4.74 5.64
AMG Chicago Equity Partners Bal Instl -0.06 4.48 3.44 5.72 8.15 9.38
BlackRock Balanced Capital Inv A LW 0.64 4.46 3.15 6.26 8.52 9.75
BlackRock Balanced Capital Inv A 0.64 4.46 3.15 6.26 8.52 9.75
1919 Socially Responsive Balanced C -0.17 4.46 2.75 4.12 5.97 7.40
Schwab Balanced 0.54 4.45 3.43 5.21 7.63 9.12
RiverFront Moderate Growth & Income C 0.09 4.44 2.74 4.73 4.67 5.72
Frost Moderate Allocation Investor 0.24 4.44 3.23 4.69 5.78 6.94
Putnam Dynamic Asset Allocation Bal R 0.14 4.43 3.15 4.88 7.62 9.43
Even Keel Multi-Asset Managed Risk C 0.53 4.43 2.26 2.89 --- ---
AMG Chicago Equity Partners Bal Svc -0.06 4.43 3.42 5.63 8.05 ---
MainStay Moderate Allocation B 0.63 4.40 3.05 3.57 4.51 7.38
Federated MDT Balanced C 0.37 4.40 4.01 3.31 6.06 8.23
Transamerica Asset Allc Interm Horizon 0.45 4.39 3.07 3.83 5.18 6.76
Hennessy Equity and Income Investor -0.31 4.37 2.11 5.58 6.48 8.38
Virtus Tactical Allocation B 0.45 4.32 3.89 1.88 3.97 6.05
MainStay Moderate Allocation C 0.55 4.32 2.97 3.49 4.48 7.36
AMG Chicago Equity Partners Bal Inv -0.06 4.32 3.41 5.48 7.88 9.11
BlackRock 60/40 Target Allocation Inv A 0.51 4.29 2.94 4.13 7.47 9.52
BlackRock 60/40 Target Allocation I A LW 0.51 4.29 2.94 4.13 7.47 9.52
1919 Socially Responsive Balanced B -0.29 4.29 2.58 4.16 5.77 7.10
Virtus Tactical Allocation C 0.44 4.28 3.88 1.76 3.92 6.02
Pioneer Classic Balanced C 0.22 4.28 2.97 4.30 6.82 8.23
Calvert Moderate Allocation C 0.47 4.27 2.52 3.73 5.52 7.48
Tributary Balanced Instl Plus 0.23 4.26 2.75 4.75 7.76 ---
Sterling Capital Strategic Allc Bal I 0.19 4.26 2.28 3.51 5.77 6.86
Putnam Dynamic Asset Allocation Bal M 0.14 4.26 3.13 4.64 7.38 9.18
Arrow DWA Balanced Institutional -0.85 4.21 4.38 4.15 4.60 ---
Virtus Balanced A Load Waived 0.14 4.19 3.58 2.32 4.75 6.48
Virtus Balanced A 0.14 4.19 3.58 2.32 4.75 6.48
BlackRock Balanced Capital R 0.59 4.19 3.04 5.86 8.14 9.35
Tributary Balanced Instl 0.23 4.16 2.67 4.58 7.55 8.75
Franklin Moderate Allocation C 0.49 4.16 2.96 3.36 4.22 5.12
Putnam Dynamic Asset Allocation Bal B 0.14 4.14 3.08 4.39 7.09 8.91
RidgeWorth Moderate Allocation Strat C 0.00 4.13 2.98 4.29 5.39 6.32
BlackRock 60/40 Target Allocation R 0.42 4.13 2.78 3.90 7.24 9.34
Putnam Dynamic Asset Allocation Bal C 0.07 4.11 3.08 4.34 7.10 8.90
Calamos Growth & Income B 0.62 4.11 2.75 6.30 7.05 6.94
Plumb Balanced -0.35 4.10 3.31 3.08 8.12 8.02
Calamos Growth & Income C 0.65 4.10 2.77 6.28 6.88 6.70
Pacific Financial Dynamic Allc Inv 0.10 4.08 2.55 --- --- ---
Sterling Capital Strategic Allc Bal A LW 0.19 4.07 2.23 3.27 5.47 6.58
Sterling Capital Strategic Allc Bal A 0.19 4.07 2.23 3.27 5.47 6.58
Arrow DWA Balanced A Load Waived -0.85 4.07 4.33 3.93 4.36 4.90
Arrow DWA Balanced A -0.85 4.07 4.33 3.93 4.36 4.90
Neiman Balanced Allocation C 0.34 3.99 3.80 4.21 3.97 5.51
Rx Tactical Rotation Institutional 0.10 3.95 3.40 2.85 --- ---
BlackRock Balanced Capital Inv C 0.57 3.94 2.94 5.44 7.68 8.89
Timothy Plan Strategic Growth C -0.13 3.92 2.58 1.27 2.64 4.86
BlackRock 60/40 Target Allocation Inv C 0.43 3.75 2.74 3.32 6.68 8.74
Rx Tactical Rotation A Load Waived 0.10 3.74 3.41 2.47 --- ---
Rx Tactical Rotation A 0.10 3.74 3.41 2.47 --- ---
Virtus Balanced C 0.07 3.68 3.33 1.55 3.96 5.67
Virtus Balanced B 0.07 3.67 3.32 1.54 3.96 5.68
Sterling Capital Strategic Allc Bal C 0.10 3.57 2.09 2.57 4.70 5.81
Sterling Capital Strategic Allc Bal B 0.10 3.56 2.03 2.49 4.69 5.78
BlackRock Balanced Capital Inv B 0.48 3.56 2.72 4.88 7.30 8.56
Arrow DWA Balanced C -0.90 3.50 4.13 3.11 3.56 4.12
Victory Strategic Allocation I 0.49 3.48 3.13 3.27 6.35 9.35
Victory Strategic Allocation A LW 0.48 3.39 3.03 3.10 6.11 9.08
Victory Strategic Allocation A 0.48 3.39 3.03 3.10 6.11 9.08
Rx Tactical Rotation C 0.21 3.32 3.32 1.91 --- ---
ICON Risk-Managed Balanced S 0.34 3.21 2.03 2.67 4.70 6.80
Victory Strategic Allocation R 0.40 3.15 2.93 2.74 5.79 8.74
Waddell & Reed Continental Inc Y 0.63 3.05 3.71 4.53 6.81 9.67
Pioneer Solutions Balanced Y 0.35 3.03 2.39 2.04 4.65 6.51
ICON Risk-Managed Balanced A LW 0.35 3.03 2.03 2.43 4.43 6.55
ICON Risk-Managed Balanced A 0.35 3.03 2.03 2.43 4.43 6.55
Ivy Balanced R6 0.75 3.00 3.75 4.66 --- ---
Pioneer Solutions Balanced A LW 0.35 2.89 2.34 1.73 4.37 6.21
Pioneer Solutions Balanced A 0.35 2.89 2.34 1.73 4.37 6.21
Ivy Balanced I 0.71 2.89 3.73 4.52 6.73 9.51
Victory Strategic Allocation C 0.40 2.85 2.85 2.31 5.36 8.31
Waddell & Reed Continental Inc A LW 0.63 2.78 3.67 4.23 6.48 9.37
Waddell & Reed Continental Inc A 0.63 2.78 3.67 4.23 6.48 9.37
Ivy Balanced Y 0.67 2.71 3.64 4.24 6.45 9.23
Ivy Balanced A Load Waived 0.67 2.67 3.60 4.19 6.43 9.21
Ivy Balanced A 0.67 2.67 3.60 4.19 6.43 9.21
Pioneer Solutions Balanced R 0.35 2.62 2.25 1.50 --- ---
Janus Balanced N -0.14 2.58 2.62 4.54 7.05 ---
Janus Balanced I -0.14 2.55 2.60 4.46 6.96 9.26
Janus Aspen Balanced Instl -0.10 2.55 2.58 4.46 6.95 9.44
InvestEd Balanced Load Waived 0.43 2.53 2.36 3.61 6.08 7.38
InvestEd Balanced 0.43 2.53 2.36 3.61 6.08 7.38
ASTON/Montag & Caldwell Balanced I -0.99 2.53 1.49 4.28 7.43 7.90
Janus Balanced D -0.14 2.49 2.59 4.39 6.88 9.19
ICON Risk-Managed Balanced C 0.22 2.48 1.75 1.60 3.67 5.74
Ivy Balanced R 0.67 2.44 3.54 3.89 6.09 ---
ASTON/Montag & Caldwell Balanced N -0.98 2.44 1.51 4.21 7.32 7.78
Janus Balanced T -0.14 2.42 2.53 4.27 6.79 9.08
Janus Balanced A Load Waived -0.14 2.38 2.55 4.18 6.66 8.95
Janus Balanced A -0.14 2.38 2.55 4.18 6.66 8.95
Timothy Plan Growth & Income I -0.09 2.35 3.91 2.80 --- ---
Pioneer Solutions Balanced C 0.29 2.35 2.15 1.06 3.66 5.48
Janus Balanced S -0.17 2.28 2.48 4.02 6.52 8.81
Waddell & Reed Continental Inc C 0.63 2.26 3.37 3.40 5.59 8.42
Timothy Plan Growth & Income A LW -0.09 2.26 3.93 2.55 --- ---
Timothy Plan Growth & Income A -0.09 2.26 3.93 2.55 --- ---
Ivy Balanced C 0.63 2.22 3.41 3.50 5.72 8.47
PSG Tactical Growth 0.00 2.17 2.28 -3.61 -2.10 ---
Ivy Balanced B 0.59 2.17 3.42 3.43 5.67 8.40
Janus Balanced R -0.17 2.09 2.45 3.76 6.26 8.54
Waddell & Reed Continental Inc B 0.53 2.05 3.28 3.06 5.34 8.14
Janus Balanced C -0.21 1.90 2.35 3.47 5.91 8.16
Timothy Plan Growth & Income C -0.19 1.72 3.71 1.82 --- ---
Avondale Core Investment 0.00 -0.61 -0.10 -1.61 --- ---
QS Dynamic Multi-Strategy I 0.37 -1.14 0.91 -3.08 --- ---
QS Dynamic Multi-Strategy A Load Waived 0.28 -1.41 0.82 -3.42 2.72 ---
QS Dynamic Multi-Strategy A 0.28 -1.41 0.82 -3.42 2.72 ---
QS Dynamic Multi-Strategy C 0.19 -1.86 0.64 -4.14 --- ---
VY® T. Rowe Price Capital Apprec R6 0.31 --- 2.57 --- --- ---
Voya Solution Balanced Port R6 0.48 --- 3.11 --- --- ---
T. Rowe Price Personal Strat Bal I 0.78 --- 4.07 --- --- ---
Scharf Balanced Opportunity Retail 0.39 --- 3.81 --- --- ---
Rational Strategic Allocation Instl 0.29 --- --- --- --- ---
Rational Strategic Allocation C 0.19 --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
MainStay Moderate Allocation R3 0.70 --- 3.18 --- --- ---
Franklin NextStep Moderate C 0.36 --- 2.24 --- --- ---
Franklin NextStep Moderate A LW 0.45 --- 2.46 --- --- ---
Franklin NextStep Moderate A 0.45 --- 2.46 --- --- ---
Eaton Vance Balanced R6 0.00 --- 3.07 --- --- ---
Eaton Vance Balanced R -0.12 --- 3.00 --- --- ---
Calvert Moderate Allocation Y 0.56 --- 2.77 --- --- ---
Calvert Moderate Allocation I 0.51 --- 2.79 --- --- ---
BlackRock 60/40 Target Allocation K 0.42 --- 2.99 --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2016 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow