Welcome! Please Log In
Search
Data through 10/31/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation 1.36 5.51 1.53 8.28 11.11 10.30
Bruce -0.14 12.91 0.32 17.50 13.41 14.72
SEI Conservative Strategy Allc A (SAAT) 4.18 12.63 4.56 13.81 14.48 15.55
SEI Defensive Strategy Allc A (SAAT) 3.90 11.81 4.13 12.89 13.87 15.00
Natixis Diversified Income A LW 4.33 11.73 3.34 11.03 10.32 12.07
Natixis Diversified Income A 4.33 11.73 3.34 11.03 10.32 12.07
Natixis Diversified Income Y 4.37 11.65 3.42 10.90 --- ---
Archer Balanced 2.25 11.14 4.94 15.80 12.21 9.35
Natixis Diversified Income C 4.28 11.08 3.16 10.24 9.51 11.23
VY T. Rowe Price Capital Appreciation I 2.80 10.29 4.34 14.24 16.06 14.15
T. Rowe Price Capital Appreciation 2.80 10.09 4.28 13.99 16.00 14.02
VY T. Rowe Price Capital Appreciation S 2.77 10.07 4.27 13.95 15.77 13.87
JHFunds2 Capital Appreciation Value NAV 2.79 9.97 4.20 13.84 15.87 ---
VY T. Rowe Price Capital Appreciation S2 2.79 9.93 4.22 13.77 15.59 13.70
T. Rowe Price Capital Appreciation Adv 2.79 9.82 4.17 13.64 15.64 13.67
VY T. Rowe Price Capital Appreciation A 2.78 9.76 4.21 13.60 15.38 13.47
Pioneer Classic Balanced Y 1.52 9.50 2.86 12.79 13.14 11.35
Pioneer Classic Balanced A Load Waived 1.63 9.21 2.77 12.53 12.83 11.00
Pioneer Classic Balanced A 1.63 9.21 2.77 12.53 12.83 11.00
Fidelity® Puritan® K 1.47 9.16 3.91 13.51 14.22 12.80
Fidelity® Balanced K 1.85 9.10 4.14 13.41 14.00 12.75
Fidelity® Puritan® 1.49 9.08 3.88 13.39 14.08 12.68
Fidelity® Balanced 1.87 8.97 4.11 13.30 13.88 12.62
George Putnam Balanced R6 1.64 8.87 3.60 --- --- ---
Plumb Balanced 2.10 8.85 3.80 13.25 11.05 9.87
Fidelity Advisor® Balanced Z 1.88 8.84 4.15 13.18 --- ---
Transamerica Partners Instl Balanced 2.04 8.81 3.45 12.58 13.46 12.23
George Putnam Balanced Y 1.71 8.79 3.63 12.19 13.43 11.53
George Putnam Balanced R5 1.71 8.79 3.57 --- --- ---
State Farm Equity & Bond Instl 2.35 8.78 3.81 11.80 12.60 11.30
Transamerica Multi-Mgd Balanced I 2.02 8.77 3.61 12.46 13.09 ---
Fidelity Advisor® Balanced I 1.90 8.77 4.17 13.07 13.74 12.47
Value Line Income & Growth 2.03 8.75 3.97 12.37 13.05 10.68
State Farm Equity & Bond R3 2.37 8.73 3.85 11.75 12.54 11.25
Westwood Income Opportunity Instl 1.43 8.70 2.76 10.82 11.18 11.29
State Farm Balanced 0.92 8.69 3.22 12.23 10.37 8.97
State Farm Equity & Bond A Legacy LW 2.42 8.68 3.87 11.65 12.34 11.04
State Farm Equity & Bond A Legacy 2.42 8.68 3.87 11.65 12.34 11.04
Eaton Vance Balanced I 1.25 8.67 2.58 12.97 --- ---
Calvert Balanced I 2.44 8.67 3.40 11.31 12.66 11.60
AMG Chicago Equity Partners Bal Instl 1.48 8.66 3.66 11.26 12.17 11.73
Prudential Asset Allocation Z 1.81 8.63 3.12 12.44 13.46 12.09
State Farm Equity & Bond A Load Waived 2.35 8.56 3.81 11.57 12.32 11.04
State Farm Equity & Bond A 2.35 8.56 3.81 11.57 12.32 11.04
George Putnam Balanced A Load Waived 1.65 8.55 3.52 11.97 13.15 11.26
George Putnam Balanced A 1.65 8.55 3.52 11.97 13.15 11.26
Columbia Balanced Y 1.60 8.53 3.36 12.60 --- ---
Transamerica Multi-Mgd Balanced A LW 2.03 8.51 3.54 12.11 12.65 14.17
Transamerica Multi-Mgd Balanced A 2.03 8.51 3.54 12.11 12.65 14.17
AMG Chicago Equity Partners Bal Svc 1.48 8.51 3.58 11.16 --- ---
State Farm Equity & Bond R2 2.28 8.50 3.76 11.47 12.16 10.89
Columbia Balanced R5 1.59 8.50 3.35 12.56 14.68 ---
Fidelity Advisor® Balanced A LW 1.85 8.47 4.04 12.70 13.41 12.17
Fidelity Advisor® Balanced A 1.85 8.47 4.04 12.70 13.41 12.17
Eaton Vance Balanced A Load Waived 1.25 8.47 2.64 12.82 13.61 11.38
Eaton Vance Balanced A 1.25 8.47 2.64 12.82 13.61 11.38
Transamerica Partners Balanced 1.94 8.46 3.36 12.12 13.04 11.83
Westwood Income Opportunity A LW 1.36 8.44 2.63 10.49 10.91 11.01
Westwood Income Opportunity A 1.36 8.44 2.63 10.49 10.91 11.01
Hennessy Equity and Income Institutional 1.80 8.42 3.60 10.60 11.58 12.26
Columbia Balanced R4 1.61 8.40 3.32 12.42 --- ---
AMG Chicago Equity Partners Bal Inv 1.43 8.40 3.51 10.93 11.90 11.43
Calvert Balanced Y 2.43 8.38 3.33 10.95 --- ---
MainStay Balanced I 2.22 8.37 2.87 11.37 14.19 12.65
Pioneer Classic Balanced C 1.43 8.36 2.58 11.60 11.87 10.08
Prudential Asset Allocation A LW 1.76 8.35 3.02 12.08 13.13 11.76
Prudential Asset Allocation A 1.76 8.35 3.02 12.08 13.13 11.76
Columbia Balanced Z 1.62 8.35 3.35 12.37 14.56 12.44
State Farm Equity & Bond R1 2.28 8.31 3.76 11.25 11.96 10.69
George Putnam Balanced R 1.66 8.31 3.46 11.66 12.85 10.98
Pioneer Classic Balanced B 1.44 8.29 2.49 11.46 11.76 10.00
MainStay Balanced R1 2.19 8.29 2.84 11.24 14.07 12.53
Fidelity Advisor® Balanced T 1.82 8.26 3.99 12.43 13.16 11.93
State Farm Equity & Bond B Legacy 2.32 8.25 3.77 11.19 11.91 10.59
Columbia Balanced K 1.59 8.22 3.29 12.20 14.37 ---
Prudential Asset Allocation R 1.76 8.21 2.95 11.95 12.92 11.51
Calvert Balanced A Load Waived 2.42 8.20 3.25 10.72 12.10 11.04
Calvert Balanced A 2.42 8.20 3.25 10.72 12.10 11.04
Vanguard Wellington™ Admiral™ 1.56 8.19 2.64 11.93 13.83 12.07
American Funds Income Fund of Amer R6 1.49 8.16 2.33 10.88 13.66 12.59
MainStay Balanced A Load Waived 2.19 8.15 2.81 11.08 13.91 12.36
MainStay Balanced A 2.19 8.15 2.81 11.08 13.91 12.36
Hennessy Equity and Income Investor 1.77 8.15 3.53 10.28 11.31 11.98
Vanguard Wellington™ Inv 1.56 8.14 2.64 11.84 13.75 11.98
George Putnam Balanced M 1.61 8.14 3.44 11.38 12.58 10.70
Columbia Balanced A Load Waived 1.59 8.14 3.28 12.10 14.27 12.17
Columbia Balanced A 1.59 8.14 3.28 12.10 14.27 12.17
MainStay Income Builder I 1.32 8.13 2.09 10.33 14.28 13.23
American Funds Income Fund of Amer R5 1.49 8.12 2.32 10.83 13.61 12.54
State Farm Equity & Bond B 2.26 8.09 3.62 10.96 11.64 10.33
American Funds Income Fund of Amer F2 1.49 8.09 2.31 10.73 13.53 12.48
MainStay Balanced R2 2.20 8.07 2.78 10.97 13.79 12.25
Vanguard Balanced Index I 2.09 8.06 3.45 11.21 12.73 12.05
Prudential Real Assets Z 1.54 8.06 -1.50 6.35 3.87 ---
Vanguard Balanced Index Adm 2.09 8.05 3.49 11.20 12.72 12.03
UBS US Allocation P 2.09 8.02 3.26 12.58 13.81 12.78
American Funds Income Fund of Amer 529F1 1.45 8.01 2.30 10.68 13.47 12.43
Hartford Balanced Y 1.51 8.00 3.02 12.08 13.93 12.04
Scharf Balanced Opportunity Inv 1.25 7.98 1.18 11.06 --- ---
MainStay Balanced Inv 2.16 7.98 2.77 10.85 13.68 12.16
American Beacon Balanced AMR 0.91 7.98 1.94 11.43 14.72 12.35
Vanguard Balanced Index Inv 2.09 7.95 3.45 11.09 12.56 11.87
MainStay Income Builder A Load Waived 1.33 7.94 2.05 10.08 14.00 12.94
MainStay Income Builder A 1.33 7.94 2.05 10.08 14.00 12.94
Columbia Balanced R 1.56 7.94 3.21 11.86 14.00 ---
Putnam Dynamic Asset Allocation Bal R6 1.90 7.93 3.20 11.49 --- ---
Hartford Balanced R5 1.51 7.90 2.96 12.02 13.86 11.97
George Putnam Balanced C 1.60 7.90 3.35 11.11 12.30 10.42
American Funds Income Fund of Amer A LW 1.49 7.89 2.26 10.58 13.35 12.29
American Funds Income Fund of Amer A 1.49 7.89 2.26 10.58 13.35 12.29
American Funds Income Fund of Amer F1 1.49 7.88 2.28 10.51 13.26 12.22
Transamerica Multi-Mgd Balanced C 1.94 7.87 3.35 11.38 11.96 13.50
Putnam Dynamic Asset Allocation Bal Y 1.90 7.87 3.25 11.39 13.72 12.18
Putnam Dynamic Asset Allocation Bal R5 1.90 7.85 3.16 11.32 --- ---
Eaton Vance Balanced B 1.25 7.85 2.43 11.96 12.79 10.55
MainStay Balanced R3 2.17 7.84 2.72 10.67 13.50 11.97
George Putnam Balanced B 1.61 7.84 3.31 11.06 12.28 10.41
Eaton Vance Balanced C 1.13 7.84 2.43 11.95 12.76 10.56
American Funds Income Fund of Amer R4 1.49 7.84 2.24 10.51 13.27 12.21
Fidelity Advisor® Balanced C 1.76 7.83 3.86 11.84 12.55 11.31
American Funds Income Fund of Amer 529A 1.45 7.83 2.24 10.44 13.22 12.18
American Funds Income Fund of Amer 52 LW 1.45 7.83 2.24 10.44 13.22 12.18
Prudential Asset Allocation C 1.76 7.79 2.83 11.40 12.36 10.99
Alger Balanced I-2 1.47 7.78 3.27 11.28 9.34 8.80
UBS US Allocation A Load Waived 2.07 7.77 3.20 12.26 13.50 12.45
UBS US Allocation A 2.07 7.77 3.20 12.26 13.50 12.45
MainStay Income Builder Inv 1.28 7.77 1.99 9.83 13.68 12.61
Prudential Real Assets A Load Waived 1.55 7.76 -1.50 6.10 3.61 ---
Prudential Real Assets A 1.55 7.76 -1.50 6.10 3.61 ---
Hartford Balanced HLS IA 1.47 7.75 2.87 11.85 14.11 12.10
American Beacon Balanced Instl 0.89 7.74 1.87 11.14 14.42 12.06
American Century Balanced Instl 1.47 7.73 2.84 10.98 12.58 11.80
Prudential Asset Allocation B 1.76 7.72 2.83 11.33 12.36 10.99
Perkins Value Plus Income I 2.00 7.72 2.52 9.51 11.32 ---
Fidelity Advisor® Balanced B 1.74 7.72 3.82 11.78 12.47 11.26
Perkins Value Plus Income T 1.98 7.68 2.54 9.43 11.18 ---
Hartford Balanced R4 1.51 7.68 2.89 11.67 13.52 11.63
American Beacon Balanced Y 0.88 7.67 1.84 11.01 14.29 ---
Transamerica Multi-Mgd Balanced B 1.96 7.64 3.27 11.07 11.66 13.20
JHancock Balanced R6 1.57 7.62 2.40 10.91 13.97 ---
Perkins Value Plus Income D 1.99 7.61 2.50 9.38 11.20 ---
Hartford Balanced A Load Waived 1.48 7.61 2.85 11.60 13.44 11.55
Hartford Balanced A 1.48 7.61 2.85 11.60 13.44 11.55
Putnam Dynamic Asset Allocation Bal A LW 1.84 7.60 3.11 11.06 13.44 11.91
Putnam Dynamic Asset Allocation Bal A 1.84 7.60 3.11 11.06 13.44 11.91
American Funds Income Fund of Amer 529E 1.45 7.60 2.18 10.20 12.94 11.89
Perkins Value Plus Income S 1.96 7.58 2.47 9.28 10.94 ---
1789 Growth and Income P 2.12 7.57 1.41 11.87 --- ---
American Funds Income Fund of Amer R3 1.45 7.56 2.17 10.15 12.92 11.86
JHancock Balanced R5 1.52 7.55 2.38 10.82 13.91 11.02
Perkins Value Plus Income A Load Waived 1.98 7.54 2.45 9.28 11.07 ---
Perkins Value Plus Income A 1.98 7.54 2.45 9.28 11.07 ---
Hartford Balanced HLS IB 1.45 7.53 2.80 11.57 13.82 11.82
American Century Balanced Inv 1.47 7.53 2.79 10.76 12.34 11.59
Delaware Dividend Income Instl 0.95 7.50 0.97 10.07 14.14 12.76
Columbia Balanced C 1.51 7.50 3.09 11.31 13.42 11.33
Calvert Balanced C 2.32 7.50 3.02 9.85 11.19 10.12
JHancock Balanced I 1.52 7.47 2.38 10.80 13.85 11.00
Columbia Balanced B 1.51 7.44 3.06 11.25 13.40 11.32
American Beacon Balanced Inv 0.86 7.40 1.78 10.75 14.04 11.68
Putnam Dynamic Asset Allocation Bal R 1.85 7.39 3.07 10.87 13.17 11.62
Hartford Balanced R3 1.47 7.37 2.80 11.32 13.18 11.29
CornerCap Balanced 1.25 7.37 1.95 11.41 11.89 9.93
Sit Balanced 2.13 7.35 3.90 11.63 11.68 10.65
MainStay Balanced B 2.11 7.35 2.58 10.06 12.84 11.32
American Funds American Balanced R6 1.49 7.34 3.73 11.41 14.65 13.30
MassMutual Premier Balanced R5 1.54 7.32 2.64 10.66 12.44 11.39
MainStay Balanced C 2.11 7.32 2.56 10.03 12.84 11.32
JHancock Balanced R4 1.52 7.32 2.33 10.59 13.65 10.73
American Beacon Balanced A Load Waived 0.85 7.31 1.76 10.63 13.86 ---
American Beacon Balanced A 0.85 7.31 1.76 10.63 13.86 ---
American Funds American Balanced R5 1.45 7.30 3.72 11.35 14.61 13.24
Delaware Dividend Income A Load Waived 0.94 7.29 0.98 9.80 13.86 12.47
Delaware Dividend Income A 0.94 7.29 0.98 9.80 13.86 12.47
Hartford Checks and Balances R5 1.45 7.28 2.47 11.34 14.30 11.46
Hotchkis & Wiley Capital Income I 0.63 7.27 1.66 11.01 15.72 ---
American Beacon Balanced Adv 0.85 7.26 1.75 10.56 13.85 11.51
JHancock Balanced R2 1.47 7.25 2.27 10.51 --- ---
American Funds Income Fund of Amer B 1.41 7.25 2.07 9.73 12.49 11.44
1789 Growth and Income A Load Waived 2.05 7.25 1.33 11.53 --- ---
1789 Growth and Income A 2.05 7.25 1.33 11.53 --- ---
Federated MDT Balanced Instl 1.48 7.23 2.17 11.35 13.79 10.93
American Funds American Balanced F2 1.45 7.23 3.72 11.31 14.53 13.19
Putnam Dynamic Asset Allocation Bal M 1.84 7.22 3.06 10.54 12.89 11.34
JHancock Balanced A Load Waived 1.52 7.22 2.29 10.43 13.47 10.58
JHancock Balanced A 1.52 7.22 2.29 10.43 13.47 10.58
Hartford Checks and Balances I 1.45 7.20 2.39 11.35 14.30 11.45
American Funds Income Fund of Amer R1 1.41 7.18 2.02 9.64 12.41 11.38
American Funds Income Fund of Amer C 1.41 7.18 2.03 9.67 12.44 11.39
American Funds American Balanced 529F 1.46 7.18 3.70 11.20 14.44 13.10
Prudential Real Assets C 1.46 7.17 -1.79 5.22 2.83 ---
Prudential Real Assets B 1.46 7.17 -1.69 5.32 2.86 ---
American Funds Income Fund of Amer R2 1.41 7.17 2.08 9.65 12.45 11.37
Sterling Capital Strategic Allc Bal I 0.56 7.16 0.92 9.64 9.88 9.33
Calvert Balanced B 2.28 7.16 2.94 9.46 10.88 9.86
VY Franklin Income I 0.09 7.14 -0.26 9.66 11.62 11.33
MassMutual Premier Balanced Svc 1.48 7.13 2.63 10.53 12.27 11.21
American Funds Income Fund of Amer 529C 1.41 7.13 2.05 9.63 12.36 11.31
American Funds Income Fund of Amer 529B 1.40 7.13 2.03 9.61 12.35 11.30
MainStay Income Builder C 1.23 7.11 1.80 9.01 12.84 11.77
UBS US Allocation C 2.02 7.09 3.01 11.44 12.64 11.61
Dodge & Cox Balanced 0.10 7.08 1.46 12.28 17.51 13.69
American Funds American Balanced A LW 1.45 7.06 3.66 11.08 14.30 12.95
American Funds American Balanced A 1.45 7.06 3.66 11.08 14.30 12.95
MainStay Income Builder B 1.23 7.05 1.80 8.99 12.82 11.77
Delaware Dividend Income R 0.91 7.05 0.92 9.52 13.57 12.22
Cavanal Hill Balanced I 1.85 7.05 2.79 9.62 10.58 10.74
MassMutual Premier Balanced Adm 1.46 7.04 2.56 10.34 12.07 11.03
American Funds American Balanced R4 1.46 7.03 3.65 11.00 14.25 12.91
JHancock Balanced R3 1.52 7.02 2.23 10.17 13.24 10.36
Sterling Capital Strategic Allc Bal A LW 0.56 7.01 0.95 9.44 9.59 9.04
Sterling Capital Strategic Allc Bal A 0.56 7.01 0.95 9.44 9.59 9.04
Hartford Checks and Balances R4 1.45 7.01 2.35 11.06 13.95 11.12
Hartford Checks and Balances A LW 1.36 7.00 2.32 11.07 14.03 11.16
Hartford Checks and Balances A 1.36 7.00 2.32 11.07 14.03 11.16
Franklin Balanced R6 0.64 7.00 1.13 9.29 --- ---
Hotchkis & Wiley Capital Income A LW 0.75 6.98 1.70 10.74 16.38 ---
Hotchkis & Wiley Capital Income A 0.75 6.98 1.70 10.74 16.38 ---
Federated MDT Balanced A Load Waived 1.49 6.98 2.05 11.05 13.48 10.63
Federated MDT Balanced A 1.49 6.98 2.05 11.05 13.48 10.63
American Funds American Balanced F1 1.42 6.98 3.65 10.99 14.24 12.91
Innealta Capital Risk Based Opp Mod I 0.47 6.97 -0.46 4.83 --- ---
Putnam Dynamic Asset Allocation Bal C 1.81 6.96 2.99 10.27 12.59 11.08
Hartford Balanced C 1.43 6.96 2.68 10.82 12.63 10.76
American Funds American Balanced 529A LW 1.42 6.96 3.64 10.95 14.19 12.84
American Funds American Balanced 529A 1.42 6.96 3.64 10.95 14.19 12.84
Putnam Dynamic Asset Allocation Bal B 1.85 6.95 3.00 10.27 12.61 11.08
Disciplined Growth Investors 3.66 6.95 6.30 13.51 15.06 ---
JHancock Balanced R1 1.52 6.93 2.25 10.10 13.11 10.26
Janus Balanced N 1.70 6.91 2.80 10.63 --- ---
Innealta Capital Risk Based Opp Mod N 0.47 6.91 -0.51 4.81 --- ---
Schwab Balanced 2.23 6.87 3.80 10.52 11.96 11.03
MassMutual Premier Balanced A LW 1.49 6.87 2.54 10.11 11.82 10.78
MassMutual Premier Balanced A 1.49 6.87 2.54 10.11 11.82 10.78
Cavanal Hill Balanced A Load Waived 1.79 6.87 2.66 9.37 10.27 ---
Cavanal Hill Balanced A 1.79 6.87 2.66 9.37 10.27 ---
MFS® Total Return R5 1.48 6.86 2.30 10.33 --- ---
VY Franklin Income S 0.00 6.85 -0.34 9.29 11.32 11.06
Manning & Napier Strategic Inc Modrt I 1.08 6.85 1.25 8.18 --- ---
Calamos Growth & Income I 2.33 6.85 3.75 10.60 9.45 9.85
Hartford Balanced B 1.44 6.84 2.67 10.64 12.47 10.61
Perkins Value Plus Income C 1.91 6.83 2.28 8.43 10.36 ---
Janus Balanced I 1.67 6.82 2.78 10.52 13.13 10.79
Innealta Capital Risk Based Opp Mod A LW 0.47 6.81 -0.51 4.70 --- ---
Innealta Capital Risk Based Opp Mod A 0.47 6.81 -0.51 4.70 --- ---
Franklin Balanced Adv 0.46 6.81 0.93 8.97 11.25 11.55
MFS® Total Return I 1.53 6.80 2.29 10.25 12.50 10.72
Janus Aspen Balanced Instl 1.67 6.80 2.78 10.54 13.39 11.07
MFS® Total Return R4 1.53 6.79 2.29 10.24 12.51 10.72
Cavanal Hill Balanced Inv 1.79 6.79 2.66 9.28 10.27 10.46
Federated MDT Balanced R 1.49 6.78 2.06 10.79 13.10 10.18
Janus Balanced D 1.67 6.77 2.76 10.43 13.07 10.70
Pax World Balanced Instl 1.46 6.76 2.71 9.34 11.07 10.02
VY Franklin Income S2 0.00 6.73 -0.35 9.17 11.16 10.88
American Funds American Balanced R3 1.42 6.73 3.54 10.66 13.90 12.57
Hartford Checks and Balances R3 1.37 6.72 2.24 10.70 13.64 10.76
American Funds American Balanced 529E 1.42 6.72 3.54 10.68 13.89 12.55
Janus Balanced T 1.67 6.71 2.75 10.38 12.97 10.60
1789 Growth and Income C 2.07 6.70 1.19 10.79 11.54 ---
VY Franklin Income A 0.09 6.68 -0.35 8.97 10.97 10.64
Manning & Napier Strategic Inc Modrt S 1.08 6.68 1.28 7.93 --- ---
Calamos Growth & Income A Load Waived 2.32 6.65 3.70 10.33 9.18 9.57
Calamos Growth & Income A 2.32 6.65 3.70 10.33 9.18 9.57
MFS® Total Return A Load Waived 1.51 6.64 2.28 10.04 12.24 10.43
MFS® Total Return A 1.51 6.64 2.28 10.04 12.24 10.43
MFS® Total Return R3 1.51 6.63 2.28 10.03 12.23 10.45
American Beacon Balanced C 0.79 6.63 1.57 9.82 13.01 ---
New Covenant Balanced Growth 1.58 6.62 2.97 9.70 10.98 9.82
Delaware Dividend Income C 0.87 6.61 0.80 8.97 12.99 11.65
Janus Balanced A Load Waived 1.64 6.60 2.69 10.23 12.81 10.47
Janus Balanced A 1.64 6.60 2.69 10.23 12.81 10.47
Pax World Balanced Individual Inv 1.47 6.59 2.66 9.08 10.79 9.75
Vanguard STAR Inv 1.57 6.57 1.98 9.61 12.24 11.04
MFS® Total Return 529A Load Waived 1.51 6.56 2.28 9.95 12.17 10.35
MFS® Total Return 529A 1.51 6.56 2.28 9.95 12.17 10.35
JHancock Balanced B 1.47 6.56 2.12 9.68 12.66 9.81
Advance Capital I Balanced Instl 0.95 6.56 1.73 9.80 11.55 11.27
JHancock Balanced C 1.42 6.55 2.12 9.67 12.68 9.81
Franklin Balanced A Load Waived 0.43 6.55 0.85 8.66 10.94 11.21
Franklin Balanced A 0.43 6.55 0.85 8.66 10.94 11.21
WesMark Balanced 1.22 6.50 2.39 9.31 10.07 10.21
USAA First Start Growth 1.31 6.49 1.60 9.92 12.35 11.32
American Funds College 2024 529F1 1.33 6.49 1.93 8.96 --- ---
Janus Balanced S 1.64 6.47 2.66 10.07 12.67 10.32
Frost Moderate Allocation Instl 1.51 6.44 1.86 9.26 10.52 9.23
Calamos Growth & Income R 2.28 6.40 3.63 10.04 8.91 9.30
MFS® Total Return R2 1.48 6.39 2.21 9.73 11.94 10.18
Federated MDT Balanced C 1.44 6.39 1.96 10.29 12.65 9.82
American Funds American Balanced C 1.38 6.38 3.48 10.22 13.39 12.04
Sterling Capital Strategic Allc Bal C 0.48 6.37 0.70 8.61 8.78 8.24
American Funds American Balanced R2 1.38 6.37 3.49 10.22 13.46 12.10
American Funds American Balanced B 1.38 6.36 3.43 10.24 13.44 12.09
Hartford Checks and Balances C 1.28 6.35 2.14 10.17 13.17 10.33
American Funds American Balanced R1 1.34 6.35 3.44 10.19 13.40 12.07
Advance Capital I Balanced Retail 0.93 6.33 1.72 9.57 11.27 10.98
Pax World Balanced R 1.43 6.32 2.56 8.77 10.51 9.46
American Funds College 2024 529-A LW 1.25 6.32 1.85 8.68 --- ---
American Funds College 2024 529-A 1.25 6.32 1.85 8.68 --- ---
Vanguard LifeStrategy Moderate Gr Inv 1.54 6.31 1.84 8.67 10.83 10.17
Sterling Capital Strategic Allc Bal B 0.48 6.30 0.76 8.63 8.80 8.21
BMO Growth Balanced R-6 1.79 6.30 2.00 8.89 11.54 10.71
American Funds American Balanced 529B 1.38 6.29 3.43 10.12 13.29 11.96
Hartford Checks and Balances B 1.28 6.28 2.12 10.09 13.08 10.25
American Funds American Balanced 529C 1.38 6.27 3.45 10.12 13.31 11.97
JPMorgan Diversified Instl 2.06 6.26 2.12 9.28 12.97 11.66
Janus Balanced R 1.65 6.26 2.63 9.82 12.39 10.05
Calamos Growth & Income B 2.24 6.25 3.53 9.88 8.78 8.99
Frost Moderate Allocation A Load Waived 1.43 6.20 1.79 8.94 10.23 8.92
Frost Moderate Allocation A 1.43 6.20 1.79 8.94 10.23 8.92
Mairs & Power Balanced Inv 2.02 6.19 2.31 8.89 14.78 12.96
JPMorgan Investor Growth & Income Sel 1.85 6.19 2.30 10.07 12.79 11.26
Voya Solution Balanced I 1.88 6.17 2.24 8.79 11.50 10.45
TETON Westwood Balanced I 1.94 6.16 3.16 9.60 11.55 9.94
Sextant Core 0.80 6.13 1.69 7.70 7.96 7.80
Voya Strategic Allocation Moderate I 1.71 6.12 2.11 8.79 11.79 10.46
Leuthold Core Investment I 1.70 6.12 0.70 9.71 10.37 7.70
RiverNorth Core Opportunity R 1.23 6.10 0.46 8.82 11.64 11.47
American Funds Balanced Portfolio R6 1.37 6.08 2.44 9.29 --- ---
Wells Fargo Advantage Growth Balanced Ad 2.10 6.06 2.85 9.46 14.28 12.53
Nationwide HighMark Balanced Instl 1.59 6.06 2.57 8.38 --- ---
American Funds College 2024 529-E 1.26 6.06 1.77 8.41 --- ---
JPMorgan Diversified Sel 2.06 6.05 2.04 9.07 12.68 11.40
Nationwide HighMark Balanced InSvc 1.67 6.04 2.58 8.24 10.83 9.99
Lord Abbett Multi-Asset Balanced Opp I 1.74 6.04 1.15 8.61 12.63 10.63
American Funds Balanced Portfolio R5 1.37 6.04 2.42 9.24 --- ---
ICON Risk-Managed Balanced S 2.43 6.03 3.30 6.68 9.19 7.58
American Funds Balanced Portfolio F2 1.29 6.02 2.34 9.11 --- ---
American Century Strat Allc: Mod Instl 1.88 6.02 2.19 8.38 11.26 10.67
QS Legg Mason Dynamic Multi-Strategy A 1.43 6.01 1.67 9.36 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 1.43 6.01 1.67 9.36 --- ---
Leuthold Core Investment Retail 1.70 5.99 0.62 9.61 10.25 7.58
JPMorgan Investor Growth & Income A LW 1.83 5.99 2.27 9.80 12.53 10.99
JPMorgan Investor Growth & Income A 1.83 5.99 2.27 9.80 12.53 10.99
American Century Strat Allc: Mod R6 1.89 5.99 2.09 8.54 --- ---
MFS® Total Return R1 1.45 5.98 2.09 9.22 11.39 9.62
Franklin Balanced C 0.37 5.98 0.68 7.97 10.15 10.45
Calamos Growth & Income C 2.26 5.98 3.49 9.48 8.36 8.75
Jamestown Balanced 0.87 5.97 1.70 10.52 13.05 10.87
TETON Westwood Balanced AAA 1.94 5.96 3.09 9.32 11.26 9.68
American Funds Balanced Portfolio 529F1 1.37 5.96 2.39 9.12 --- ---
Lord Abbett Multi-Asset Balanced Opp F 1.73 5.95 1.12 8.51 12.56 10.52
JHancock Lifestyle II Balanced 1 1.74 5.95 1.94 --- --- ---
Janus Balanced C 1.62 5.95 2.53 9.41 11.98 9.67
American Century One Choice® Mod Inv 1.81 5.95 2.04 8.59 11.40 10.76
Voya Strategic Allocation Moderate S 1.72 5.93 2.12 8.61 11.52 10.18
Voya Balanced I 1.53 5.93 2.10 8.64 11.70 10.80
Rainier Balanced Institutional 1.70 5.93 3.37 10.37 10.82 10.06
JHancock Lifestyle II Balanced R6 1.74 5.91 1.92 --- --- ---
MFS® Total Return B 1.39 5.90 2.03 9.13 11.38 9.62
MFS® Total Return 529C 1.44 5.90 2.06 9.11 11.33 9.55
American Funds College 2027 529F1 1.13 5.89 1.62 9.20 --- ---
MFS® Total Return C 1.44 5.88 2.02 9.16 11.38 9.62
American Funds Balanced Portfolio A LW 1.29 5.88 2.37 8.94 --- ---
American Funds Balanced Portfolio A 1.29 5.88 2.37 8.94 --- ---
Sentinel Balanced I 1.03 5.87 2.35 9.39 12.45 11.62
Principal SAM Balanced Inst 1.70 5.86 2.11 8.83 11.94 11.21
MFS® Total Return 529B 1.44 5.86 2.07 9.14 11.31 9.55
American Funds Balanced Portfolio R4 1.29 5.85 2.36 8.87 --- ---
Voya Solution Balanced S 1.82 5.84 2.13 8.50 11.24 10.17
JPMorgan Diversified A Load Waived 2.01 5.84 2.01 8.78 12.42 11.12
JPMorgan Diversified A 2.01 5.84 2.01 8.78 12.42 11.12
Wells Fargo Advantage Growth Balanced A 2.06 5.82 2.76 9.17 13.99 12.23
Wells Fargo Advantage Growth Balanc A LW 2.06 5.82 2.76 9.17 13.99 12.23
American Funds College 2027 529-A LW 1.13 5.82 1.54 8.99 --- ---
American Funds College 2027 529-A 1.13 5.82 1.54 8.99 --- ---
American Funds Balanced Portfolio F1 1.29 5.82 2.35 8.94 --- ---
ICON Risk-Managed Balanced A LW 2.34 5.81 3.31 6.48 8.93 7.33
ICON Risk-Managed Balanced A 2.34 5.81 3.31 6.48 8.93 7.33
American Funds Balanced Portfolio 529A 1.37 5.81 2.34 8.92 --- ---
American Funds Balanced Portfolio 529 LW 1.37 5.81 2.34 8.92 --- ---
Nationwide HighMark Balanced A LW 1.67 5.78 2.52 7.98 10.56 9.71
Nationwide HighMark Balanced A 1.67 5.78 2.52 7.98 10.56 9.71
Lord Abbett Multi-Asset Balanced Opp A 1.64 5.74 1.01 8.26 12.35 10.33
Lord Abbett Multi-Asset Balanced Op A LW 1.64 5.74 1.01 8.26 12.35 10.33
JPMorgan Investor Balanced Select 1.58 5.74 1.91 8.57 10.29 9.29
Voya Solution Balanced S2 1.82 5.73 2.09 8.30 11.05 ---
Voya Retirement Moderate Growth I 1.66 5.71 1.74 7.96 11.02 10.04
Rainier Balanced Original 1.65 5.71 3.26 10.09 10.53 9.79
Voya Balanced S 1.47 5.70 1.97 8.35 11.41 10.51
Hilton Yield Plus Institutional 0.44 5.70 1.15 8.70 --- ---
Timothy Plan Defensive Strategies I 1.32 5.69 -2.79 2.36 --- ---
Principal SAM Balanced R5 1.63 5.67 1.98 8.57 11.63 10.93
Voya Solution Balanced A 1.84 5.64 2.07 8.22 10.96 9.77
TETON Westwood Balanced A Load Waived 1.85 5.64 3.02 8.99 10.97 9.39
TETON Westwood Balanced A 1.85 5.64 3.02 8.99 10.97 9.39
Nuveen Strategy Balanced Allc I 1.11 5.64 0.91 8.61 10.64 9.97
Dunham Appreciation & Income N 0.65 5.63 1.78 9.37 9.10 9.79
American Funds College 2024 529-B 1.27 5.63 1.69 7.91 --- ---
ESG Managers® Balanced Port Inst 1.62 5.61 1.96 8.10 10.92 ---
Principal SAM Balanced A Load Waived 1.61 5.59 2.00 8.50 11.54 10.83
Principal SAM Balanced A 1.61 5.59 2.00 8.50 11.54 10.83
American Century Strat Allc: Mod Inv 1.75 5.59 2.00 8.02 10.99 10.43
Sentinel Balanced A Load Waived 0.98 5.58 2.27 9.07 12.26 11.47
Sentinel Balanced A 0.98 5.58 2.27 9.07 12.26 11.47
Principal SAM Balanced J 1.66 5.58 2.00 8.50 11.56 10.79
American Funds College 2027 529-E 1.13 5.58 1.55 8.70 --- ---
Principal SAM Balanced R4 1.63 5.57 2.01 8.44 11.50 10.79
Lord Abbett Multi-Asset Balanced Opp P 1.71 5.57 0.96 8.07 12.13 10.15
Dreyfus Balanced Opportunity J 0.94 5.57 2.73 9.78 13.20 11.23
Dreyfus Balanced Opportunity I 0.94 5.57 2.73 9.76 13.23 11.32
JPMorgan Investor Balanced A LW 1.59 5.56 1.92 8.32 10.05 9.02
JPMorgan Investor Balanced A 1.59 5.56 1.92 8.32 10.05 9.02
American Funds Balanced Portfolio 529E 1.29 5.56 2.20 8.56 --- ---
RidgeWorth Moderate Allocation Strat I 1.84 5.55 2.20 8.35 9.75 9.20
Dreyfus Balanced Opportunity Z 0.99 5.55 2.75 9.72 13.02 11.08
American Funds College 2024 529-C 1.18 5.55 1.61 7.82 --- ---
American Funds Balanced Portfolio R3 1.29 5.54 2.28 8.56 --- ---
Lord Abbett Multi-Asset Balanced Opp R3 1.70 5.53 0.95 8.01 12.07 10.08
Madison Diversified Income A LW 1.31 5.52 2.24 8.22 10.21 10.20
Madison Diversified Income A 1.31 5.52 2.24 8.22 10.21 10.20
T. Rowe Price Personal Strat Balanced 1.48 5.51 1.23 8.33 12.31 11.48
T. Rowe Price Balanced 1.30 5.51 1.43 8.73 12.40 11.33
JPMorgan Investor Growth & Income B 1.78 5.50 2.14 9.22 11.91 10.40
Timothy Plan Defensive Strategies A LW 1.23 5.49 -2.87 2.12 -0.31 ---
Timothy Plan Defensive Strategies A 1.23 5.49 -2.87 2.12 -0.31 ---
Lord Abbett Multi-Asset Balanced Opp R2 1.74 5.49 0.97 8.00 11.99 10.01
RidgeWorth Moderate Allocation Strat A 1.76 5.47 2.12 8.25 9.57 8.96
RidgeWorth Moderate Allocation Stra A LW 1.76 5.47 2.12 8.25 9.57 8.96
JPMorgan Investor Growth & Income C 1.81 5.47 2.07 9.14 11.93 10.40
Nuveen Strategy Growth Allocation I 1.22 5.46 0.99 9.11 12.13 10.90
Dunham Appreciation & Income A LW 0.65 5.44 1.78 9.10 8.82 9.53
Dunham Appreciation & Income A 0.65 5.44 1.78 9.10 8.82 9.53
Nuveen Strategy Balanced Allc A LW 1.02 5.43 0.84 8.24 10.38 9.69
Nuveen Strategy Balanced Allc A 1.02 5.43 0.84 8.24 10.38 9.69
ESG Managers® Balanced Port A LW 1.62 5.42 1.97 7.84 10.65 ---
ESG Managers® Balanced Port A 1.62 5.42 1.97 7.84 10.65 ---
BNY Mellon Asset Allocation M 1.80 5.41 2.00 8.19 10.12 8.92
American Century Strat Allc: Mod A LW 1.75 5.41 1.94 7.92 10.74 10.13
American Century Strat Allc: Mod A 1.75 5.41 1.94 7.92 10.74 10.13
Hilton Yield Plus Investor 0.37 5.40 1.02 8.36 --- ---
Capital Guardian Core Balanced Instl 1.35 5.40 2.83 --- --- ---
JPMorgan Diversified C 1.96 5.39 1.90 8.19 11.84 10.54
Dreyfus Balanced Opportunity A LW 0.94 5.39 2.70 9.48 12.98 11.02
Dreyfus Balanced Opportunity A 0.94 5.39 2.70 9.48 12.98 11.02
Fidelity Asset Manager® 60% 1.38 5.38 1.47 8.36 10.98 10.35
TETON Westwood Balanced C 1.83 5.36 2.93 8.52 10.44 8.87
Principal SAM Balanced R3 1.64 5.36 1.96 8.25 11.29 10.58
JPMorgan Diversified B 2.01 5.35 1.87 8.24 11.84 10.55
Nuveen Strategy Growth Allocation A LW 1.30 5.33 0.91 8.96 11.87 10.62
Nuveen Strategy Growth Allocation A 1.30 5.33 0.91 8.96 11.87 10.62
Fidelity Asset Manager® 70% 1.46 5.31 1.46 8.92 12.30 11.34
Fidelity Advisor Asset Manager® 70% I 1.45 5.31 1.50 8.92 12.26 11.30
Voya Retirement Moderate Growth A 1.58 5.29 1.50 7.52 10.58 9.59
Fidelity Advisor Asset Manager® 60% I 1.38 5.29 1.47 8.24 10.91 10.29
American Century Strat Allc: Mod R 1.76 5.29 1.88 7.58 10.42 9.87
Victory Balanced I 0.30 5.28 1.54 9.20 13.28 10.63
Great-West SecureFoundation® Bal ETF A 1.97 5.27 2.11 7.73 --- ---
Great-West SecureFoundation® Bal ET A LW 1.97 5.27 2.11 7.73 --- ---
Tributary Balanced Instl Plus 1.74 5.25 3.25 9.48 11.90 ---
Principal SAM Balanced R2 1.64 5.24 1.92 8.07 11.09 10.39
Nationwide HighMark Balanced C 1.55 5.23 2.30 7.30 9.90 9.04
BNY Mellon Asset Allocation Inv 1.77 5.23 1.91 7.95 9.85 8.65
BlackRock Growth Prepared Inv A LW 1.71 5.23 2.55 10.16 13.68 12.07
Thrivent Moderate Allocation I 1.30 5.22 1.62 7.56 10.52 10.12
First Investors Total Return Instl 1.37 5.22 2.02 9.01 --- ---
Columbia Capital Allocation Mod Agrsv R5 1.92 5.21 2.42 8.50 --- ---
Nuveen Strategy Balanced Allc R3 0.95 5.19 0.78 7.93 10.09 9.38
Columbia Capital Allocation Mod Agrsv Y 1.87 5.19 2.33 8.48 --- ---
ICON Risk-Managed Balanced C 2.25 5.18 3.09 5.63 8.12 6.50
American Funds Balanced Portfolio C 1.22 5.18 2.11 8.11 --- ---
American Funds Balanced Portfolio B 1.30 5.18 2.16 8.08 --- ---
Wells Fargo Advantage Growth Balanced C 2.00 5.17 2.58 8.34 13.14 11.40
Thrivent Balanced Income Plus I 1.21 5.17 1.86 7.95 12.24 11.70
Fidelity Asset Manager® 50% 1.31 5.17 1.42 7.61 9.72 9.54
Wells Fargo Advantage Growth Balanced B 1.99 5.16 2.56 8.31 13.13 11.39
SEI Aggressive Strategy A (SAAT) 1.56 5.16 1.10 7.96 12.71 11.50
PNC Balanced Allocation I 1.73 5.15 1.73 7.70 11.19 10.12
Lord Abbett Multi-Asset Balanced Opp B 1.66 5.15 0.81 7.53 11.54 9.53
New Century Balanced 1.33 5.13 1.33 7.81 10.71 9.70
First Investors Total Return Adv 1.37 5.13 2.01 8.74 --- ---
American Funds Balanced Portfolio R2 1.30 5.13 2.10 8.04 --- ---
Virtus Balanced A Load Waived 1.25 5.12 0.16 8.53 10.43 10.29
Virtus Balanced A 1.25 5.12 0.16 8.53 10.43 10.29
Lord Abbett Multi-Asset Balanced Opp C 1.67 5.12 0.90 7.52 11.56 9.56
Calvert Moderate Allocation A LW 2.42 5.12 2.54 8.05 11.62 10.11
Calvert Moderate Allocation A 2.42 5.12 2.54 8.05 11.62 10.11
VALIC Company I Asset Allocation 1.74 5.11 1.58 8.73 11.39 10.94
Columbia Capital Allocation Moderate Y 1.54 5.11 1.86 7.60 --- ---
Virtus Tactical Allocation A LW 1.33 5.10 0.00 8.75 11.23 10.35
Virtus Tactical Allocation A 1.33 5.10 0.00 8.75 11.23 10.35
American Funds Balanced Portfolio 529C 1.22 5.10 2.15 7.98 --- ---
JPMorgan Investor Balanced C 1.54 5.09 1.75 7.65 9.44 8.44
Fidelity Advisor Asset Manager® 50% I 1.30 5.09 1.41 7.52 9.63 9.49
Columbia Capital Allocation Moderate R5 1.45 5.09 1.86 7.57 --- ---
Victory Balanced A Load Waived 0.28 5.08 1.55 8.97 13.01 10.18
Victory Balanced A 0.28 5.08 1.55 8.97 13.01 10.18
Columbia Capital Allocation Mod Agrsv Z 1.85 5.08 2.32 8.36 11.46 11.03
American Funds College 2027 529-B 1.06 5.08 1.39 8.12 --- ---
Nuveen Strategy Growth Allocation R3 1.16 5.07 0.85 8.62 11.57 10.35
American Funds Balanced Portfolio R1 1.22 5.07 2.10 8.06 --- ---
Tributary Balanced Instl 1.79 5.06 3.24 9.27 11.69 13.08
Principal SAM Balanced R1 1.57 5.06 1.84 7.86 10.94 10.25
Manning & Napier Pro-Blend Extnd Term I 0.09 5.05 -1.22 7.32 11.14 10.40
Madison Moderate Allocation A LW 1.57 5.05 1.83 8.03 10.12 9.17
Madison Moderate Allocation A 1.57 5.05 1.83 8.03 10.12 9.17
JPMorgan Investor Balanced B 1.52 5.04 1.71 7.69 9.44 8.44
Invesco Moderate Allocation R5 1.19 5.04 0.26 6.15 9.58 9.66
Columbia Capital Allocation Mod Agrsv R4 1.84 5.04 2.31 8.30 --- ---
AllianceBern Balance Wealth Strat Adv 1.28 5.04 0.57 7.21 9.74 8.97
Fidelity Advisor Asset Manager® 60% A LW 1.39 5.03 1.39 7.96 10.64 10.02
Fidelity Advisor Asset Manager® 60% A 1.39 5.03 1.39 7.96 10.64 10.02
Intrepid Capital Institutional -0.47 5.02 0.00 6.92 10.04 ---
Fidelity Advisor Asset Manager® 70% A LW 1.41 5.02 1.36 8.60 11.93 10.99
Fidelity Advisor Asset Manager® 70% A 1.41 5.02 1.36 8.60 11.93 10.99
Invesco Moderate Allocation Y 1.19 5.01 0.25 6.02 9.55 9.66
American Funds Balanced Portfolio 529B 1.22 5.01 2.08 7.96 --- ---
American Funds College 2027 529-C 0.98 5.00 1.31 8.08 --- ---
Columbia Capital Allocation Mod Agrsv K 1.86 4.98 2.29 8.14 --- ---
AllianzGI Income & Growth Institutional 1.43 4.98 1.32 8.36 11.58 11.76
AllianceBern Balance Wealth Strat I 1.22 4.98 0.50 7.08 9.71 8.96
Thrivent Moderate Allocation A LW 1.30 4.97 1.53 7.22 10.17 9.75
Thrivent Moderate Allocation A 1.30 4.97 1.53 7.22 10.17 9.75
Columbia Capital Allocation Moderate Z 1.52 4.97 1.79 7.39 10.10 ---
Osterweis Strategic Investment 1.29 4.96 1.16 8.25 15.60 ---
Columbia Capital Allocation Moderate R4 1.45 4.96 1.81 7.40 --- ---
RidgeWorth Moderate Allocation Strat C 1.69 4.95 1.96 7.58 8.88 8.26
SEI Aggressive Strategy I (SAAT) 1.46 4.93 0.99 7.64 12.41 11.22
PNC Balanced Allocation A Load Waived 1.66 4.93 1.58 7.47 10.86 9.82
PNC Balanced Allocation A 1.66 4.93 1.58 7.47 10.86 9.82
American Century Strat Allc: Mod C 1.75 4.93 1.75 7.03 9.90 9.33
Sentinel Balanced C 0.93 4.91 2.07 8.25 11.36 10.56
Manning & Napier Pro-Blend Extnd Term S 0.11 4.91 -1.24 7.08 10.87 10.14
AllianzGI Income & Growth P 1.44 4.91 1.32 8.29 11.48 11.65
Fidelity Advisor Asset Manager® 50% A LW 1.29 4.90 1.35 7.26 9.36 9.21
Fidelity Advisor Asset Manager® 50% A 1.29 4.90 1.35 7.26 9.36 9.21
Principal SAM Balanced C 1.57 4.88 1.76 7.67 10.71 10.01
Columbia Capital Allocation Mod Agrsv A 1.85 4.88 2.34 8.08 11.20 10.76
Columbia Capital Allocation Mod Agr A LW 1.85 4.88 2.34 8.08 11.20 10.76
Principal SAM Balanced B 1.55 4.87 1.80 7.57 10.61 9.92
Fidelity Advisor Asset Manager® 70% T 1.41 4.87 1.37 8.33 11.68 10.70
Delaware Foundation Moderate Allc I 1.02 4.87 0.62 6.83 10.13 9.44
Thrivent Balanced Income Plus A LW 1.21 4.86 1.83 7.60 11.78 11.21
Thrivent Balanced Income Plus A 1.21 4.86 1.83 7.60 11.78 11.21
Great-West Moderate Profile II Init 1.27 4.86 0.05 6.94 10.10 9.77
First Investors Total Return A LW 1.32 4.86 1.91 8.53 12.76 11.56
First Investors Total Return A 1.32 4.86 1.91 8.53 12.76 11.56
AdvisorOne Liahona N 2.42 4.86 2.42 7.22 9.27 9.16
USAA Cornerstone Moderately Agrsv 0.50 4.85 -0.34 6.48 8.76 8.38
Outfitter 1.07 4.85 1.40 6.65 --- ---
Madison Diversified Income C 1.24 4.85 2.04 7.38 --- ---
Columbia Capital Allocation Moderate K 1.44 4.85 1.75 7.22 9.94 9.73
QS Legg Mason Lifestyle Allocation 70% I 1.23 4.84 1.05 8.72 13.28 12.02
Madison Diversified Income B 1.31 4.84 2.11 7.37 9.40 9.39
Victory Balanced R 0.25 4.83 1.41 8.66 12.66 9.82
Invesco Moderate Allocation S 1.11 4.81 0.13 5.86 9.36 9.47
American Century Strat Allc: Mod B 1.76 4.80 1.76 7.05 9.87 9.32
JHancock Lifestyle Balanced 1 1.15 4.79 0.93 7.42 11.18 10.31
Touchstone Balanced Allocation Instl 0.95 4.78 0.73 6.86 9.66 9.16
Timothy Plan Defensive Strategies C 1.18 4.78 -3.04 1.42 -1.05 ---
Fidelity Advisor Asset Manager® 60% T 1.31 4.77 1.31 7.75 10.36 9.73
ESG Managers® Balanced Port C 1.64 4.77 1.82 7.12 9.83 ---
Columbia Capital Allocation Moderate A 1.44 4.77 1.72 7.11 9.84 9.62
Columbia Capital Allocation Moderat A LW 1.44 4.77 1.72 7.11 9.84 9.62
JHancock Lifestyle Balanced R6 1.15 4.76 0.88 7.39 11.19 ---
JHancock Lifestyle Balanced 5 1.15 4.76 0.88 7.40 11.23 10.34
Columbia Capital Allocation Mod Agrsv T 1.77 4.76 2.25 8.03 11.12 ---
AllianceBern Balance Wealth Strat A LW 1.22 4.76 0.43 6.84 9.39 8.64
AllianceBern Balance Wealth Strat A 1.22 4.76 0.43 6.84 9.39 8.64
Intrepid Capital -0.55 4.74 -0.06 6.65 9.77 10.45
Nuveen Strategy Balanced Allc C 0.95 4.73 0.66 7.52 9.54 8.85
Invesco Moderate Allocation A LW 1.19 4.73 0.19 5.84 9.27 9.37
Invesco Moderate Allocation A 1.19 4.73 0.19 5.84 9.27 9.37
Manning & Napier Pro-Blend Extnd Term R 0.16 4.72 -1.25 6.81 10.61 ---
JHancock Lifestyle Balanced R5 1.14 4.72 0.91 7.32 11.11 10.22
Dunham Appreciation & Income C 0.47 4.72 1.52 8.21 7.97 8.68
Dreyfus Balanced Opportunity C 0.86 4.72 2.47 8.69 12.11 10.18
Great-West Moderate Profile I Init 1.18 4.70 -0.12 6.80 9.95 9.58
FPA Crescent 0.65 4.70 0.15 8.48 12.43 11.10
Dreyfus Growth Allocation 1.48 4.70 1.76 7.65 11.61 10.23
AllianceBern Balance Wealth Strat K 1.22 4.70 0.50 6.78 9.36 8.60
Touchstone Balanced Allocation Y 0.86 4.68 0.65 6.84 9.62 9.14
QS Legg Mason Lifestyle Allocation A LW 1.22 4.68 1.05 8.53 13.05 11.77
QS Legg Mason Lifestyle Allocation 70% A 1.22 4.68 1.05 8.53 13.05 11.77
Great-West Moderate Profile II L 1.23 4.68 -0.03 6.69 9.85 ---
AllianzGI Income & Growth A Load Waived 1.38 4.68 1.23 7.99 11.17 11.38
AllianzGI Income & Growth A 1.38 4.68 1.23 7.99 11.17 11.38
USAA Cornerstone Moderate 0.59 4.67 -0.08 6.24 8.73 8.75
Pioneer Ibbotson Moderate Allocation Y 1.17 4.67 0.93 7.54 10.11 9.41
AllianzGI Income & Growth D 1.46 4.67 1.31 8.04 11.18 11.38
Russell LifePoints Balanced Strategy R1 1.46 4.65 0.88 6.63 9.30 9.10
SunAmerica Focused Balanced Strategy A 1.76 4.64 2.26 7.67 9.54 8.70
SunAmerica Focused Balanced Strateg A LW 1.76 4.64 2.26 7.67 9.54 8.70
Elfun Diversified 1.07 4.64 1.37 7.31 10.89 9.24
Columbia Flexible Capital Income R5 0.65 4.64 -0.52 7.24 --- ---
Praxis Genesis Balanced A Load Waived 1.60 4.63 1.63 7.29 9.86 ---
Praxis Genesis Balanced A 1.60 4.63 1.63 7.29 9.86 ---
Nuveen Strategy Growth Allocation C 1.18 4.63 0.70 8.10 11.03 9.81
Fidelity Advisor Asset Manager® 50% T 1.28 4.63 1.28 6.97 9.08 8.93
Columbia Flexible Capital Income I 0.65 4.63 -0.52 7.26 12.88 ---
Schwab MarketTrack Balanced Investor 1.99 4.61 2.04 7.28 10.51 9.82
Delaware Foundation Moderate Allc A LW 1.02 4.61 0.56 6.56 9.87 9.20
Delaware Foundation Moderate Allc A 1.02 4.61 0.56 6.56 9.87 9.20
Columbia Capital Allocation Mod Agrsv R 1.85 4.61 2.19 7.82 10.91 10.48
TIAA-CREF Managed Allc Inst 1.30 4.59 1.52 7.46 11.70 10.88
Russell LifePoints Balanced Strategy S 1.46 4.58 0.88 6.52 9.15 8.97
JHancock Lifestyle Balanced R4 1.14 4.58 0.87 7.19 10.88 9.97
GE Instl Strategic Investment Inv 1.11 4.58 1.41 7.24 10.86 9.20
Oppenheimer Moderate Inv Y 1.20 4.57 0.83 7.37 10.04 9.59
Columbia Flexible Capital Income Z 0.65 4.57 -0.54 7.20 12.76 ---
Invesco Moderate Allocation R 1.19 4.54 0.12 5.50 9.00 9.11
Columbia Flexible Capital Income R4 0.57 4.54 -0.54 7.23 --- ---
Virtus Balanced B 1.19 4.52 0.03 7.72 9.60 9.48
Virtus Balanced C 1.13 4.51 -0.03 7.65 9.61 9.47
Columbia Capital Allocation Moderate R 1.44 4.50 1.66 6.86 9.54 ---
Buffalo Flexible Income -0.28 4.50 0.07 6.76 11.31 11.22
Touchstone Balanced Allocation A LW 0.87 4.49 0.59 6.58 9.37 8.88
Touchstone Balanced Allocation A 0.87 4.49 0.59 6.58 9.37 8.88
Pioneer Ibbotson Moderate Allocation A 1.18 4.48 0.86 7.23 9.79 9.05
Pioneer Ibbotson Moderate Allocatio A LW 1.18 4.48 0.86 7.23 9.79 9.05
JHancock Lifestyle Balanced A LW 1.14 4.48 0.84 7.07 10.73 9.84
JHancock Lifestyle Balanced A 1.14 4.48 0.84 7.07 10.73 9.84
Victory Balanced C 0.22 4.47 1.38 8.16 12.21 9.38
VALIC Company II Moderate Gr Lifestyle 1.58 4.47 1.12 7.28 11.23 11.18
Calvert Moderate Allocation C 2.40 4.47 2.34 7.24 10.80 9.29
Russell LifePoints Balanced Strategy R4 1.47 4.46 0.89 6.38 9.06 8.84
MainStay Moderate Allocation I 1.06 4.46 1.49 7.74 12.44 10.83
Franklin Moderate Allocation Advisor 1.32 4.46 1.71 7.07 9.00 8.79
ASTON/Montag & Caldwell Balanced I 1.65 4.46 2.55 7.91 9.51 8.92
AllianzGI Income & Growth R 1.46 4.46 1.21 7.82 10.94 ---
Virtus Tactical Allocation C 1.20 4.43 -0.18 7.99 10.38 9.53
Great-West SecureFoundation® Balanced G 1.18 4.43 0.12 6.59 9.97 ---
Virtus Tactical Allocation B 1.21 4.42 -0.20 8.00 10.40 9.52
SEI Aggressive Strategy D (SAAT) 1.45 4.42 0.83 7.08 11.83 ---
Delaware Foundation Moderate Allc R 1.03 4.42 0.49 6.29 9.60 8.91
TIAA-CREF Managed Allc R 1.31 4.40 1.46 7.20 11.44 10.59
TIAA-CREF Lifestyle Moderate Instl 1.32 4.40 1.50 7.36 --- ---
Fidelity Advisor Asset Manager® 70% C 1.38 4.40 1.18 7.77 11.11 10.17
AllianceBern Balance Wealth Strat R 1.16 4.40 0.36 6.45 9.02 8.25
Transamerica Asset Allc Mod Gr I 1.40 4.39 1.94 8.27 11.93 ---
Fidelity Advisor Asset Manager® 60% B 1.39 4.39 1.31 7.20 9.79 9.20
Dreyfus Moderate Allocation 1.22 4.39 1.28 6.54 9.50 8.82
PNC Balanced Allocation C 1.61 4.38 1.45 6.66 10.08 8.99
Madison Moderate Allocation B 1.41 4.37 1.58 7.18 9.28 8.33
ASTON/Montag & Caldwell Balanced N 1.65 4.37 2.52 7.83 9.40 8.78
MFS® Moderate Allocation R4 1.63 4.36 1.11 6.70 10.30 10.48
MFS® Moderate Allocation I 1.67 4.36 1.10 6.68 10.29 10.48
Madison Moderate Allocation C 1.41 4.36 1.58 7.17 9.27 8.35
Fidelity Advisor Asset Manager® 60% C 1.32 4.36 1.23 7.18 9.76 9.18
Great-West SecureFoundation® Balanced G1 1.17 4.35 0.12 6.42 9.88 ---
Fidelity Advisor Asset Manager® 70% B 1.36 4.35 1.22 7.69 11.03 10.09
Columbia Flexible Capital Income W 0.65 4.33 -0.62 6.87 12.49 ---
SunAmerica Focused Multi-Asset Strat A 1.83 4.32 2.28 7.79 7.99 7.80
SunAmerica Focused Multi-Asset Stra A LW 1.83 4.32 2.28 7.79 7.99 7.80
Russell LifePoints Balanced Strategy A 1.47 4.32 0.81 6.30 8.87 8.70
Russell LifePoints Balanced Strateg A LW 1.47 4.32 0.81 6.30 8.87 8.70
JHancock Lifestyle Balanced R2 1.08 4.32 0.74 6.81 --- ---
Oppenheimer Moderate Inv A Load Waived 1.11 4.31 0.74 7.09 9.81 9.29
Oppenheimer Moderate Inv A 1.11 4.31 0.74 7.09 9.81 9.29
TIAA-CREF Managed Allc Retail 1.22 4.30 1.37 7.09 11.40 10.61
TIAA-CREF Lifestyle Moderate Premier 1.24 4.30 1.39 7.11 --- ---
Russell LifePoints Balanced Strategy E 1.46 4.30 0.81 6.26 8.88 8.68
GE Instl Strategic Investment Svc 1.04 4.30 1.34 6.95 10.58 8.82
Columbia Flexible Capital Income A LW 0.57 4.29 -0.69 6.93 12.50 ---
Columbia Flexible Capital Income A 0.57 4.29 -0.69 6.93 12.50 ---
Vantagepoint Model Port Tradtnl Gr TM 1.59 4.28 1.25 7.16 --- ---
Manning & Napier Pro-Blend Extnd Term C 0.08 4.27 -1.40 6.28 10.05 ---
InvestEd Balanced Load Waived 1.26 4.27 1.71 7.63 10.75 8.75
InvestEd Balanced 1.26 4.27 1.71 7.63 10.75 8.75
Great-West SecureFoundation® Balanced L 1.22 4.27 0.05 6.32 9.72 ---
Nationwide Inv Dest Mod I 1.62 4.26 1.11 6.47 10.25 9.43
MainStay Moderate Allocation A LW 1.07 4.26 1.43 7.47 12.15 10.54
MainStay Moderate Allocation A 1.07 4.26 1.43 7.47 12.15 10.54
MassMutual RetireSMART Moderate Svc 1.60 4.25 1.02 6.41 10.06 ---
MassMutual RetireSMART Moderate R5 1.50 4.25 0.92 6.43 10.05 ---
Transamerica Asset Allc Mod Gr A LW 1.40 4.24 1.87 8.01 11.61 9.96
Transamerica Asset Allc Mod Gr A 1.40 4.24 1.87 8.01 11.61 9.96
Russell LifePoints Balanced Strategy R5 1.46 4.24 0.81 6.17 8.78 8.57
Fallen Angels Income 1.81 4.24 2.16 7.96 12.58 10.69
Transamerica Instl Asst Allc Itm/Lg Hrzn 1.74 4.23 1.49 7.75 11.66 11.11
Franklin Moderate Allocation A LW 1.32 4.22 1.65 6.81 8.71 8.53
Franklin Moderate Allocation A 1.32 4.22 1.65 6.81 8.71 8.53
First Investors Total Return B 1.30 4.22 1.76 7.74 11.92 10.75
Fidelity Advisor Asset Manager® 50% C 1.21 4.22 1.16 6.48 8.55 8.39
Ascendant Balanced I 0.68 4.22 1.02 7.23 10.43 ---
Fidelity Advisor Asset Manager® 50% B 1.21 4.20 1.15 6.45 8.55 8.38
Columbia Capital Allocation Mod Agrsv B 1.79 4.20 2.11 7.29 10.33 9.92
JHancock Lifestyle Balanced R3 1.15 4.19 0.76 6.69 10.44 9.57
MassMutual RetireSMART Moderate Admin 1.60 4.15 0.92 6.23 9.97 ---
TIAA-CREF Lifestyle Moderate Retirement 1.24 4.14 1.37 6.95 --- ---
Oppenheimer Moderate Inv R 1.12 4.14 0.74 6.85 9.54 9.02
MFS® Moderate Allocation R3 1.64 4.13 1.05 6.48 10.02 10.21
Columbia Capital Allocation Moderate C 1.45 4.13 1.54 6.35 9.03 8.80
Columbia Capital Allocation Mod Agrsv C 1.77 4.13 2.08 7.26 10.33 9.91
TIAA-CREF Lifestyle Moderate Retail 1.24 4.12 1.35 7.00 --- ---
AllianceBern Balance Wealth Strat B 1.16 4.12 0.29 6.12 8.63 7.86
RiverFront Moderate Growth & Income I 1.17 4.11 1.27 6.85 8.79 ---
MFS® Moderate Allocation A Load Waived 1.63 4.11 1.05 6.43 10.02 10.20
MFS® Moderate Allocation A 1.63 4.11 1.05 6.43 10.02 10.20
JHancock Lifestyle Balanced R1 1.08 4.11 0.73 6.51 10.30 9.43
BlackRock Growth Prepared Instl 0.37 4.11 -0.51 8.78 12.81 12.19
AllianceBern Balance Wealth Strat C 1.16 4.11 0.29 6.12 8.64 7.88
MFS® Moderate Allocation 529A LW 1.63 4.09 1.04 6.42 9.97 10.13
MFS® Moderate Allocation 529A 1.63 4.09 1.04 6.42 9.97 10.13
Invesco Moderate Allocation C 1.12 4.09 -0.01 4.99 8.46 8.55
SunAmerica Focused Balanced Strategy C 1.70 4.08 2.11 6.95 8.84 8.02
Invesco Moderate Allocation B 1.12 4.08 -0.01 4.99 8.45 8.57
QS Legg Mason Lifestyle Allocation 70% C 1.10 4.07 0.80 7.76 12.30 11.13
GuidePath Tact Constnd Asst Allc Instl 1.64 4.07 1.20 7.04 --- ---
Vantagepoint Model Port Tradtnl Gr Inv M 1.55 4.06 1.18 6.89 10.57 9.55
SunAmerica Focused Balanced Strategy B 1.70 4.06 2.17 6.95 8.82 7.99
Compass EMP Multi-Asset Growth A LW 1.73 4.05 0.49 8.11 8.14 6.22
Compass EMP Multi-Asset Growth A 1.73 4.05 0.49 8.11 8.14 6.22
MainStay Moderate Allocation Inv 1.00 4.04 1.29 7.22 11.92 10.34
Franklin Moderate Allocation R 1.32 4.04 1.59 6.57 8.45 8.25
Columbia Capital Allocation Moderate B 1.36 4.03 1.54 6.25 9.03 8.79
Delaware Foundation Moderate Allc C 1.02 4.01 0.44 5.79 9.04 8.36
AllianzGI Income & Growth C 1.28 4.01 1.07 7.20 10.34 10.53
Columbia Flexible Capital Income R 0.57 4.00 -0.75 6.55 12.20 ---
Transamerica Asset Allc Interm/Long Hrzn 1.70 3.99 1.38 7.47 11.35 10.83
HSBC World Selection Balanced Strat A LW 1.30 3.99 -0.07 6.07 10.04 9.88
HSBC World Selection Balanced Strat A 1.30 3.99 -0.07 6.07 10.04 9.88
Transamerica Asset Allc Mod Gr R 1.41 3.98 1.81 7.77 11.37 9.76
MassMutual RetireSMART Moderate A LW 1.60 3.96 0.92 6.09 9.72 ---
MassMutual RetireSMART Moderate A 1.60 3.96 0.92 6.09 9.72 ---
Nationwide Inv Dest Mod A Load Waived 1.61 3.95 1.00 6.08 9.94 9.11
Nationwide Inv Dest Mod A 1.61 3.95 1.00 6.08 9.94 9.11
Ascendant Balanced A Load Waived 0.61 3.95 0.96 6.93 10.14 ---
Ascendant Balanced A 0.61 3.95 0.96 6.93 10.14 ---
MFS® Moderate Allocation R2 1.59 3.92 1.00 6.22 9.75 9.94
Highland Total Return Y 1.01 3.90 1.17 6.45 9.86 8.47
RiverFront Moderate Growth & Income A LW 1.17 3.89 1.18 6.55 8.53 ---
RiverFront Moderate Growth & Income A 1.17 3.89 1.18 6.55 8.53 ---
PL Port Optimization Moderate Adv 1.12 3.88 0.98 6.20 --- ---
Nationwide Inv Dest Mod Svc 1.53 3.85 0.91 6.05 9.81 9.00
Pioneer Ibbotson Moderate Allocation C 1.10 3.84 0.68 6.44 9.03 8.28
Compass EMP Multi-Asset Growth T 1.75 3.84 0.41 7.86 7.88 ---
JHancock Lifestyle Balanced B 1.08 3.83 0.63 6.25 9.89 9.02
Touchstone Balanced Allocation C 0.79 3.82 0.39 5.78 8.55 8.07
Prudential Moderate Allocation Z 0.66 3.80 -0.84 5.88 9.49 9.67
QS Legg Mason Lifestyle Allocation 70% B 1.09 3.78 0.75 7.40 12.02 10.84
JHancock Lifestyle Balanced C 1.01 3.78 0.58 6.21 9.90 9.06
SunAmerica Focused Multi-Asset Strat C 1.78 3.75 2.10 7.14 7.31 7.10
PL Port Optimization Moderate A LW 1.12 3.74 0.91 6.00 9.41 9.17
PL Port Optimization Moderate A 1.12 3.74 0.91 6.00 9.41 9.17
Russell LifePoints Balanced Strategy C 1.41 3.73 0.66 5.51 8.08 7.88
Nationwide Inv Dest Mod R 1.55 3.73 0.87 5.80 9.54 8.73
Columbia Flexible Capital Income C 0.49 3.72 -0.80 6.15 11.66 ---
Oppenheimer Moderate Inv C 1.14 3.70 0.66 6.43 9.00 8.47
BlackRock Growth Prepared Inv A 0.22 3.69 -0.66 8.29 12.36 11.74
SunAmerica Focused Multi-Asset Strat B 1.71 3.68 2.04 7.04 7.25 7.07
Oppenheimer Moderate Inv B 1.13 3.68 0.56 6.29 8.95 8.41
Fidelity® Global Strategies 1.47 3.68 0.62 5.36 7.27 7.90
Pioneer Ibbotson Moderate Allocation B 1.06 3.67 0.65 6.28 8.92 8.15
Fidelity Advisor® Global Strategies I 1.36 3.67 0.52 5.36 7.27 7.90
Highland Total Return A Load Waived 0.94 3.64 1.06 6.10 9.57 8.22
Highland Total Return A 0.94 3.64 1.06 6.10 9.57 8.22
Transamerica Asset Allc Mod Gr C 1.34 3.63 1.75 7.23 10.84 9.24
BlackRock Growth Prepared R 0.22 3.63 -0.67 8.07 12.18 11.56
GuidePath Tact Constnd Asst Allc Svc 1.56 3.62 1.03 6.46 9.89 ---
Timothy Plan Growth & Income I 0.64 3.57 -0.18 7.93 --- ---
Timothy Plan Growth & Income A LW 0.64 3.57 -0.18 7.83 --- ---
Timothy Plan Growth & Income A 0.64 3.57 -0.18 7.83 --- ---
Franklin Moderate Allocation C 1.22 3.56 1.44 6.00 7.90 7.71
MFS® Moderate Allocation R1 1.55 3.55 0.89 5.66 9.21 9.39
MFS® Moderate Allocation C 1.59 3.55 0.87 5.70 9.20 9.39
Transamerica Asset Allc Mod Gr B 1.33 3.54 1.67 7.16 10.77 9.16
Eudora 1.84 3.54 1.35 3.88 --- ---
Prudential Moderate Allocation A LW 0.66 3.53 -0.91 5.57 9.21 9.39
Prudential Moderate Allocation A 0.66 3.53 -0.91 5.57 9.21 9.39
PL Port Optimization Moderate R 1.12 3.53 0.91 5.82 9.17 8.92
MFS® Moderate Allocation B 1.52 3.51 0.86 5.63 9.18 9.38
MFS® Moderate Allocation 529B 1.59 3.50 0.86 5.62 9.16 9.32
Ascendant Balanced C 0.56 3.50 0.77 6.01 9.34 ---
LK Balanced Institutional -1.35 3.49 -1.47 6.30 10.27 9.17
Voya Capital Allocation W 1.38 3.48 0.46 5.70 9.97 ---
Voya Capital Allocation I 1.29 3.48 0.37 5.63 9.97 9.20
Compass EMP Multi-Asset Growth C 1.71 3.47 0.34 7.32 7.31 5.43
Fidelity Advisor® Global Strategies A LW 1.37 3.45 0.52 5.09 7.02 7.62
Fidelity Advisor® Global Strategies A 1.37 3.45 0.52 5.09 7.02 7.62
VALIC Company I Dynamic Allocation 0.75 3.42 1.26 6.58 --- ---
MFS® Moderate Allocation 529C 1.54 3.42 0.81 5.57 9.13 9.30
Highland Total Return R 0.93 3.41 1.02 5.86 9.34 7.98
MainStay Moderate Allocation C 0.94 3.40 1.16 6.48 11.12 9.54
MainStay Moderate Allocation B 0.87 3.40 1.09 6.48 11.12 9.55
HSBC World Selection Balanced Strat C 1.23 3.39 -0.21 5.33 9.25 9.08
HSBC World Selection Balanced Strat B 1.23 3.39 -0.21 5.33 9.22 9.08
Nationwide Inv Dest Mod C 1.55 3.34 0.84 5.39 9.15 8.35
Prudential Moderate Allocation R 0.60 3.33 -0.98 5.33 8.90 9.12
Wells Fargo Advantage WB Growth Balanced 1.81 3.26 1.39 6.07 11.02 10.06
Voya Capital Allocation O 1.41 3.26 0.37 5.44 9.66 8.92
Voya Capital Allocation A Load Waived 1.31 3.24 0.28 5.41 9.63 8.92
Voya Capital Allocation A 1.31 3.24 0.28 5.41 9.63 8.92
RiverFront Moderate Growth & Income C 1.09 3.22 1.00 5.75 7.68 ---
Fidelity Advisor® Global Strategies T 1.37 3.15 0.42 4.85 6.74 7.36
BlackRock Growth Prepared Inv C 0.23 3.12 -0.82 7.53 11.54 10.94
PL Port Optimization Moderate C 1.06 3.11 0.78 5.31 8.68 8.44
PL Port Optimization Moderate B 1.06 3.10 0.78 5.32 8.69 8.44
Vantagepoint Diversifying Strategies T 2.87 3.07 1.61 4.04 3.96 3.48
Presidential® Managed Rsk Mod I 0.58 3.06 0.38 5.17 --- ---
Highland Total Return C 0.89 2.98 0.89 5.36 8.75 7.42
Prudential Moderate Allocation C 0.60 2.93 -1.05 4.82 8.40 8.59
Northern Global Tactical Asset Allc 1.07 2.90 -0.40 4.74 8.94 8.61
Prudential Moderate Allocation B 0.53 2.86 -1.11 4.82 8.40 8.59
Presidential® Managed Rsk Mod A 0.58 2.86 0.29 4.93 --- ---
Timothy Plan Growth & Income C 0.55 2.82 -0.46 6.95 --- ---
Fidelity Advisor® Global Strategies C 1.28 2.76 0.32 4.27 6.18 6.80
Fidelity Advisor® Global Strategies B 1.27 2.73 0.31 4.31 6.19 6.83
Voya Capital Allocation C 1.22 2.66 0.09 4.62 8.83 8.09
Presidential® Managed Rsk Mod C 0.58 2.66 0.29 4.68 --- ---
Voya Capital Allocation B 1.30 2.64 0.18 4.65 8.84 8.09
Hennessy Balanced Investor -0.15 2.47 0.68 4.26 6.70 7.55
Wilmington Strategic Allc Mod Instl 1.23 2.43 1.13 5.16 7.79 ---
Huntington Balanced Allocation A LW 1.01 2.35 1.00 4.30 7.48 7.19
Huntington Balanced Allocation A 1.01 2.35 1.00 4.30 7.48 7.19
Even Keel Multi-Asset Managed Risk I 0.33 2.30 0.42 4.83 --- ---
Neuberger Berman AMT Balanced I 2.93 2.25 3.54 5.19 9.03 10.64
Wilmington Strategic Allc Mod A LW 1.23 2.11 1.06 4.86 7.49 7.53
Wilmington Strategic Allc Mod A 1.23 2.11 1.06 4.86 7.49 7.53
Arrow DWA Balanced Institutional 1.98 2.11 1.63 5.13 --- ---
Hartford Moderate Allocation I 0.23 1.98 -1.21 3.87 7.62 8.21
Hartford Moderate Allocation R5 0.23 1.96 -1.22 3.79 7.61 8.17
Innovator Matrix Income® Institutional -1.63 1.85 -6.24 3.05 --- ---
Arrow DWA Balanced A Load Waived 1.92 1.85 1.57 4.79 7.86 8.33
Arrow DWA Balanced A 1.92 1.85 1.57 4.79 7.86 8.33
Innovator Matrix Income® A Load Waived -1.65 1.69 -6.30 2.75 --- ---
Innovator Matrix Income® A -1.65 1.69 -6.30 2.75 --- ---
Hartford Moderate Allocation R4 0.15 1.67 -1.35 3.44 7.27 7.86
Hartford Moderate Allocation A LW 0.15 1.67 -1.29 3.54 7.32 7.88
Hartford Moderate Allocation A 0.15 1.67 -1.29 3.54 7.32 7.88
Centre Multi-Asset Rl Ret Instl 0.20 1.44 -1.69 2.81 --- ---
Hartford Moderate Allocation R3 0.08 1.40 -1.44 3.11 6.93 7.53
Arrow DWA Balanced C 1.92 1.27 1.42 4.07 7.06 7.52
Centre Multi-Asset Reall Ret Inv 0.10 1.24 -1.80 2.50 --- ---
Hartford Moderate Allocation C 0.15 1.08 -1.51 2.79 6.52 7.11
Hartford Moderate Allocation B 0.08 1.01 -1.58 2.62 6.41 7.01
Sound Mind Investing Balanced 0.79 0.96 0.52 4.46 10.41 ---
WOA All Asset I Class I -0.27 0.92 -3.09 2.28 --- ---
AllianzGI Multi-Asset Real Return P -0.46 0.46 -5.46 -0.40 --- ---
AllianzGI Multi-Asset Real Return Inst -0.52 0.46 -5.46 -0.33 --- ---
AllianzGI Multi-Asset Real Return D -0.46 0.33 -5.47 -0.55 --- ---
AllianzGI Multi-Asset Real Return A LW -0.52 0.26 -5.48 -0.57 --- ---
AllianzGI Multi-Asset Real Return A -0.52 0.26 -5.48 -0.57 --- ---
Aftershock Strategies I 1.23 0.16 0.22 -0.12 --- ---
LoCorr Spectrum Income I -1.34 0.14 -5.49 --- --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Aftershock Strategies N 1.23 -0.03 0.16 -0.33 --- ---
LoCorr Spectrum Income A Load Waived -1.36 -0.05 -5.55 --- --- ---
LoCorr Spectrum Income A -1.36 -0.05 -5.55 --- --- ---
AllianzGI Multi-Asset Real Return C -0.60 -0.34 -5.72 -1.32 --- ---
Villere Balanced Inv 0.32 -0.35 -1.36 2.95 13.65 16.27
Greenspring 1.18 -0.36 0.47 0.02 8.48 8.14
LoCorr Spectrum Income C -1.43 -0.70 -5.73 --- --- ---
Huntington Income Generation C -0.57 -1.04 -2.29 -1.47 --- ---
Catalyst/SMH Total Return Income I 1.03 -4.71 -5.17 -3.57 --- ---
Catalyst/SMH Total Return Income A LW 1.00 -4.74 -5.07 -3.81 4.85 7.09
Catalyst/SMH Total Return Income A 1.00 -4.74 -5.07 -3.81 4.85 7.09
Catalyst/SMH Total Return Income C 1.12 -5.33 -5.25 -4.54 4.13 6.30
Roumell Opportunistic Value Instl -4.42 -8.20 -9.08 -9.78 3.40 ---
Roumell Opportunistic Value A LW -4.45 -8.43 -9.13 -9.99 3.16 ---
Roumell Opportunistic Value A -4.45 -8.43 -9.13 -9.99 3.16 ---
Roumell Opportunistic Value C -4.47 -8.95 -9.25 -10.62 --- ---
RiverNorth Core Opportunity I 1.15 --- --- --- --- ---
Regal Total Return A Load Waived 1.00 --- 1.72 --- --- ---
Regal Total Return A 1.00 --- 1.72 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 1.42 --- 1.75 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 1.35 --- 1.44 --- --- ---
QCI Balanced Institutional 1.14 --- 1.33 --- --- ---
NWM Momentum 0.20 --- -1.50 --- --- ---
Nationwide Inv Dest Mod Instl Svc 1.62 --- 1.09 --- --- ---
Nationwide Diverse Managers Instl Svc 1.61 --- 0.97 --- --- ---
MassMutual RetireSMART Mod R4 1.50 --- 0.92 --- --- ---
MassMutual RetireSMART Mod R3 1.60 --- 0.92 --- --- ---
MassMutual RetireSMART Mod I 1.60 --- 1.02 --- --- ---
MassMutual Premier Balanced R4 1.49 --- 2.62 --- --- ---
MassMutual Premier Balanced R3 1.49 --- 2.54 --- --- ---
MassMutual Premier Balanced I 1.46 --- 2.64 --- --- ---
Legg Mason Lifestyle Allocation 70% R 1.17 --- 0.93 --- --- ---
Legg Mason Dynamic Multi-Strategy R 1.35 --- 1.51 --- --- ---
Issachar N 0.20 --- 0.91 --- --- ---
Huntington Income Generation A LW -0.52 --- -2.16 --- --- ---
Huntington Income Generation A -0.52 --- -2.16 --- --- ---
Even Keel Multi-Asset Managed Risk F 1.09 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C 1.09 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW 1.09 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A 1.09 --- --- --- --- ---
BMO Growth Balanced Y 1.69 --- 1.90 --- --- ---
BMO Growth Balanced R-3 1.70 --- 1.90 --- --- ---
BMO Growth Balanced I 1.79 --- 2.00 --- --- ---
AT Income Opportunities Institutional 2.13 --- 3.17 --- --- ---
American Funds Income Fund of Amer R2E 1.49 --- --- --- --- ---
American Funds Balanced Portfolio R2E 1.37 --- --- --- --- ---
American Funds American Balanced R2E 1.45 --- --- --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2014 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow