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Data through 11/24/2014. 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 2.95 6.92 1.07 8.52 13.57 9.69
Bruce 2.13 14.02 -1.07 16.20 15.23 14.40
SEI Conservative Strategy Allc A (SAAT) 2.69 13.65 3.19 14.49 16.89 14.80
Archer Balanced 3.85 13.59 4.09 16.16 14.85 8.92
SEI Defensive Strategy Allc A (SAAT) 2.37 12.65 2.72 13.49 16.10 14.28
VY T. Rowe Price Capital Appreciation I 3.99 12.49 4.10 14.41 18.54 13.59
T. Rowe Price Capital Appreciation 3.93 12.24 4.05 14.16 18.38 13.45
VY T. Rowe Price Capital Appreciation S 3.93 12.22 4.04 14.11 18.24 13.31
JHFunds2 Capital Appreciation Value NAV 3.95 12.11 4.03 14.04 18.40 ---
VY T. Rowe Price Capital Appreciation S2 3.95 12.10 4.03 13.98 18.07 13.14
Natixis Diversified Income A LW 1.79 12.07 1.85 12.45 12.33 11.52
Natixis Diversified Income A 1.79 12.07 1.85 12.45 12.33 11.52
Natixis Diversified Income Y 1.82 11.99 1.92 12.33 --- ---
T. Rowe Price Capital Appreciation Adv 3.90 11.94 3.94 13.83 18.03 13.13
VY T. Rowe Price Capital Appreciation A 3.94 11.86 3.94 13.75 17.82 12.91
Natixis Diversified Income C 1.73 11.33 1.66 11.57 11.50 10.68
Pioneer Classic Balanced Y 3.12 11.22 2.08 12.82 15.46 10.72
Fidelity® Puritan® K 3.51 11.05 2.95 13.24 17.00 12.14
George Putnam Balanced R6 3.84 11.03 3.22 --- --- ---
Fidelity® Balanced K 3.72 10.95 3.24 13.34 16.62 12.24
Fidelity® Puritan® 3.46 10.91 2.92 13.13 16.86 12.00
George Putnam Balanced Y 3.78 10.88 3.19 12.27 15.98 11.15
George Putnam Balanced R5 3.78 10.87 3.19 --- --- ---
Pioneer Classic Balanced A Load Waived 3.03 10.82 1.99 12.45 15.11 10.38
Pioneer Classic Balanced A 3.03 10.82 1.99 12.45 15.11 10.38
Fidelity® Balanced 3.72 10.82 3.21 13.23 16.50 12.10
Value Line Income & Growth 3.45 10.81 3.30 12.45 15.27 10.24
Scharf Balanced Opportunity Inv 4.70 10.78 1.61 12.19 --- ---
Hennessy Equity and Income Institutional 4.06 10.75 3.73 11.27 13.87 11.66
State Farm Equity & Bond Instl 3.64 10.67 3.06 12.39 14.85 10.72
Fidelity Advisor® Balanced Z 3.70 10.67 3.24 13.03 --- ---
Disciplined Growth Investors 6.63 10.66 5.35 14.49 18.71 ---
State Farm Equity & Bond R3 3.68 10.65 3.10 12.34 14.81 10.66
State Farm Balanced 3.23 10.64 3.02 12.60 12.28 8.49
George Putnam Balanced A Load Waived 3.80 10.64 3.14 12.04 15.70 10.88
George Putnam Balanced A 3.80 10.64 3.14 12.04 15.70 10.88
Plumb Balanced 3.84 10.60 2.80 13.10 14.26 9.31
Fidelity Advisor® Balanced I 3.70 10.54 3.21 12.86 16.33 11.97
Columbia Balanced Y 3.68 10.53 2.94 12.67 --- ---
Calvert Balanced I 3.65 10.53 3.53 12.30 14.69 11.18
Columbia Balanced R5 3.68 10.52 2.92 12.62 17.21 ---
Hennessy Equity and Income Investor 4.03 10.48 3.64 10.97 13.58 11.38
Transamerica Partners Instl Balanced 3.17 10.46 2.91 12.21 15.81 11.76
State Farm Equity & Bond A Load Waived 3.65 10.46 3.07 12.15 14.56 10.46
State Farm Equity & Bond A Legacy LW 3.61 10.46 3.04 12.02 14.58 10.44
State Farm Equity & Bond A Legacy 3.61 10.46 3.04 12.02 14.58 10.44
State Farm Equity & Bond A 3.65 10.46 3.07 12.15 14.56 10.46
Transamerica Multi-Mgd Balanced I 3.16 10.42 2.95 12.14 15.48 ---
State Farm Equity & Bond R2 3.69 10.42 3.10 12.06 14.42 10.31
George Putnam Balanced R 3.81 10.40 3.08 11.81 15.40 10.62
Columbia Balanced R4 3.68 10.40 2.90 12.52 --- ---
Eaton Vance Balanced I 2.95 10.37 1.79 12.93 --- ---
Columbia Balanced Z 3.68 10.34 2.90 12.47 17.07 11.90
Prudential Asset Allocation Z 3.32 10.30 2.45 12.12 15.97 11.52
Fidelity Advisor® Balanced A LW 3.71 10.28 3.18 12.61 16.05 11.66
Fidelity Advisor® Balanced A 3.71 10.28 3.18 12.61 16.05 11.66
MainStay Balanced I 3.49 10.22 2.44 11.60 16.69 12.19
Calvert Balanced Y 3.61 10.22 3.46 11.97 --- ---
UBS US Allocation P 3.97 10.21 2.81 12.81 16.30 12.06
Columbia Balanced K 3.65 10.21 2.86 12.31 16.90 ---
George Putnam Balanced M 3.72 10.18 3.00 11.46 15.13 10.33
Eaton Vance Balanced A Load Waived 2.95 10.17 1.73 12.65 16.02 10.59
Eaton Vance Balanced A 2.95 10.17 1.73 12.65 16.02 10.59
AMG Chicago Equity Partners Bal Instl 2.96 10.17 1.97 11.58 14.23 11.13
MainStay Balanced R1 3.46 10.15 2.41 11.47 16.57 12.07
Transamerica Multi-Mgd Balanced A LW 3.18 10.12 2.88 11.79 15.04 13.51
Transamerica Multi-Mgd Balanced A 3.18 10.12 2.88 11.79 15.04 13.51
State Farm Equity & Bond R1 3.60 10.12 3.02 11.74 14.24 10.09
Vanguard Wellington™ Admiral™ 3.46 10.10 2.75 11.57 16.54 11.39
Columbia Balanced A Load Waived 3.65 10.09 2.83 12.18 16.78 11.63
Columbia Balanced A 3.65 10.09 2.83 12.18 16.78 11.63
AMG Chicago Equity Partners Bal Svc 2.96 10.09 2.01 11.55 --- ---
Transamerica Partners Balanced 3.13 10.08 2.78 11.83 15.40 11.35
Vanguard Wellington™ Inv 3.46 10.05 2.73 11.49 16.46 11.31
Fidelity Advisor® Balanced T 3.67 10.04 3.08 12.34 15.77 11.42
Prudential Asset Allocation A LW 3.28 10.03 2.35 11.75 15.62 11.16
Prudential Asset Allocation A 3.28 10.03 2.35 11.75 15.62 11.16
State Farm Equity & Bond B Legacy 3.61 10.02 2.94 11.66 14.09 10.00
Calvert Balanced A Load Waived 3.61 10.02 3.41 11.73 14.13 10.61
Calvert Balanced A 3.61 10.02 3.41 11.73 14.13 10.61
MainStay Balanced A Load Waived 3.44 9.98 2.38 11.32 16.38 11.90
MainStay Balanced A 3.44 9.98 2.38 11.32 16.38 11.90
Pioneer Classic Balanced C 2.94 9.97 1.80 11.52 14.18 9.46
UBS US Allocation A Load Waived 3.93 9.93 2.75 12.47 15.97 11.74
UBS US Allocation A 3.93 9.93 2.75 12.47 15.97 11.74
Hartford Balanced Y 3.77 9.92 2.58 12.29 16.47 11.28
George Putnam Balanced C 3.70 9.92 2.92 11.19 14.82 10.05
AMG Chicago Equity Partners Bal Inv 2.92 9.92 1.93 11.33 13.94 10.84
MainStay Balanced R2 3.44 9.89 2.35 11.20 16.27 11.79
State Farm Equity & Bond B 3.56 9.88 2.88 11.44 13.89 9.76
Hartford Balanced R5 3.77 9.88 2.61 12.22 16.41 11.22
American Beacon Balanced AMR 3.44 9.88 1.92 11.08 17.43 11.70
Vanguard Balanced Index I 3.33 9.87 2.87 11.49 15.04 11.48
Putnam Dynamic Asset Allocation Bal R6 3.53 9.87 2.87 11.78 --- ---
George Putnam Balanced B 3.72 9.87 2.93 11.22 14.82 10.03
Vanguard Balanced Index Adm 3.33 9.86 2.87 11.48 15.03 11.46
Columbia Balanced R 3.59 9.86 2.74 11.91 16.50 ---
Prudential Asset Allocation R 3.28 9.83 2.29 11.55 15.39 10.93
Westwood Income Opportunity Instl 2.18 9.80 2.04 10.32 12.89 10.86
MainStay Balanced Inv 3.44 9.80 2.31 11.12 16.18 11.70
Putnam Dynamic Asset Allocation Bal R5 3.53 9.79 2.83 11.69 --- ---
American Century Balanced Instl 3.40 9.79 2.64 11.30 15.05 11.29
Putnam Dynamic Asset Allocation Bal Y 3.53 9.74 2.78 11.61 16.32 11.62
Vanguard Balanced Index Inv 3.33 9.72 2.83 11.29 14.85 11.29
Alger Balanced I-2 3.42 9.71 3.21 11.50 11.68 8.34
American Funds Income Fund of Amer R6 3.18 9.70 1.98 11.42 16.13 11.90
MainStay Balanced R3 3.41 9.66 2.29 10.91 15.99 11.51
American Funds Income Fund of Amer R5 3.18 9.66 1.97 11.36 16.08 11.85
American Funds Income Fund of Amer F2 3.23 9.63 1.96 11.32 16.01 11.79
American Beacon Balanced Instl 3.42 9.61 1.85 10.76 17.11 11.41
1919 Socially Responsive Balanced I 3.29 9.61 2.28 11.38 14.61 10.10
Hartford Balanced R4 3.73 9.60 2.54 11.88 16.02 10.89
Hartford Balanced HLS IA 3.55 9.59 2.45 11.97 16.63 11.32
American Century Balanced Inv 3.35 9.58 2.58 11.08 14.83 11.08
Perkins Value Plus Income I 3.23 9.57 2.49 10.39 13.59 ---
Fidelity Advisor® Balanced C 3.62 9.57 2.99 11.76 15.16 10.83
1789 Growth and Income P 4.75 9.56 1.93 11.61 --- ---
American Funds Income Fund of Amer 529F1 3.18 9.55 1.95 11.22 15.95 11.74
Putnam Dynamic Asset Allocation Bal A LW 3.54 9.54 2.79 11.43 16.06 11.37
Putnam Dynamic Asset Allocation Bal A 3.54 9.54 2.79 11.43 16.06 11.37
Hartford Balanced A Load Waived 3.72 9.54 2.50 11.81 15.97 10.80
Hartford Balanced A 3.72 9.54 2.50 11.81 15.97 10.80
American Beacon Balanced Y 3.40 9.54 1.82 10.63 17.00 ---
Westwood Income Opportunity A LW 2.18 9.53 1.98 9.99 12.61 10.58
Westwood Income Opportunity A 2.18 9.53 1.98 9.99 12.61 10.58
Eaton Vance Balanced C 2.94 9.52 1.64 11.90 15.20 9.81
JHancock Balanced R6 3.20 9.51 2.21 11.19 16.76 ---
Sit Balanced 3.93 9.50 3.34 11.63 14.00 10.28
Perkins Value Plus Income D 3.14 9.46 2.47 10.25 13.46 ---
Fidelity Advisor® Balanced B 3.60 9.45 2.96 11.64 15.07 10.76
Perkins Value Plus Income T 3.13 9.44 2.43 10.21 13.41 ---
JHancock Balanced R5 3.19 9.43 2.19 11.09 16.69 10.57
American Funds Income Fund of Amer A LW 3.18 9.43 1.96 11.12 15.82 11.60
American Funds Income Fund of Amer A 3.18 9.43 1.96 11.12 15.82 11.60
Eaton Vance Balanced B 2.83 9.42 1.53 11.80 15.20 9.75
Transamerica Multi-Mgd Balanced C 3.06 9.41 2.68 11.02 14.32 12.84
Prudential Asset Allocation C 3.28 9.40 2.23 11.01 14.84 10.41
Columbia Balanced C 3.57 9.38 2.62 11.35 15.91 10.78
American Funds Income Fund of Amer F1 3.19 9.37 1.89 10.99 15.73 11.53
JHancock Balanced I 3.20 9.36 2.19 11.02 16.64 10.54
Hartford Checks and Balances R5 3.85 9.36 2.35 11.14 17.49 10.81
CornerCap Balanced 3.32 9.36 1.98 11.37 14.59 9.33
American Funds Income Fund of Amer 529A 3.18 9.36 1.94 11.03 15.69 11.49
American Funds Income Fund of Amer 52 LW 3.18 9.36 1.94 11.03 15.69 11.49
Hartford Balanced HLS IB 3.55 9.35 2.38 11.68 16.34 11.04
Columbia Balanced B 3.57 9.35 2.62 11.32 15.90 10.79
1919 Socially Responsive Balanced A LW 3.29 9.35 2.20 11.09 14.30 9.82
1919 Socially Responsive Balanced A 3.29 9.35 2.20 11.09 14.30 9.82
Perkins Value Plus Income S 3.11 9.34 2.44 9.97 13.17 ---
MainStay Income Builder I 2.86 9.34 1.34 11.00 16.40 12.50
American Funds American Balanced R6 3.66 9.34 3.07 11.31 17.45 12.57
Prudential Asset Allocation B 3.28 9.33 2.16 11.01 14.84 10.41
American Funds Income Fund of Amer R4 3.18 9.33 1.89 11.00 15.72 11.52
Perkins Value Plus Income A Load Waived 3.13 9.30 2.43 9.97 13.30 ---
Perkins Value Plus Income A 3.13 9.30 2.43 9.97 13.30 ---
Hartford Balanced R3 3.73 9.29 2.46 11.53 15.71 10.56
American Funds American Balanced R5 3.66 9.29 3.05 11.25 17.39 12.51
Hartford Checks and Balances I 3.85 9.27 2.35 11.14 17.50 10.80
Putnam Dynamic Asset Allocation Bal R 3.49 9.26 2.74 11.09 15.74 11.09
Calvert Balanced C 3.51 9.25 3.20 10.83 13.21 9.69
American Beacon Balanced Inv 3.39 9.24 1.76 10.36 16.71 11.02
1789 Growth and Income A Load Waived 4.69 9.23 1.86 11.27 --- ---
1789 Growth and Income A 4.69 9.23 1.86 11.27 --- ---
American Funds American Balanced F2 3.67 9.22 3.05 11.21 17.33 12.44
JHancock Balanced R4 3.19 9.20 2.14 10.86 16.46 10.28
UBS US Allocation C 3.87 9.18 2.55 11.63 15.10 10.90
American Funds American Balanced 529F 3.67 9.18 3.03 11.15 17.22 12.36
Transamerica Multi-Mgd Balanced B 3.08 9.17 2.61 10.75 14.02 12.54
American Beacon Balanced A Load Waived 3.37 9.15 1.74 10.25 16.54 ---
American Beacon Balanced A 3.37 9.15 1.74 10.25 16.54 ---
JHancock Balanced R2 3.15 9.13 2.13 10.73 --- ---
MassMutual Premier Balanced R5 3.39 9.11 2.29 10.68 15.10 10.81
MainStay Income Builder A Load Waived 2.83 9.10 1.29 10.76 16.11 12.22
MainStay Income Builder A 2.83 9.10 1.29 10.76 16.11 12.22
MainStay Balanced B 3.36 9.10 2.13 10.30 15.31 10.86
JHancock Balanced A Load Waived 3.20 9.10 2.16 10.70 16.25 10.13
JHancock Balanced A 3.20 9.10 2.16 10.70 16.25 10.13
Putnam Dynamic Asset Allocation Bal M 3.47 9.09 2.66 10.83 15.48 10.81
Hartford Checks and Balances R4 3.86 9.09 2.31 10.85 17.14 10.47
American Funds Income Fund of Amer 529E 3.15 9.09 1.83 10.74 15.42 11.21
American Beacon Balanced Adv 3.38 9.09 1.73 10.20 16.54 10.85
MainStay Balanced C 3.36 9.08 2.13 10.27 15.30 10.86
Hartford Checks and Balances A LW 3.86 9.07 2.28 10.95 17.17 10.54
Hartford Checks and Balances A 3.86 9.07 2.28 10.95 17.17 10.54
American Funds Income Fund of Amer R3 3.14 9.05 1.82 10.69 15.37 11.18
Hotchkis & Wiley Capital Income I 2.93 9.04 1.31 10.89 18.20 ---
American Funds American Balanced A LW 3.63 9.01 2.95 10.99 17.08 12.21
American Funds American Balanced A 3.63 9.01 2.95 10.99 17.08 12.21
American Funds American Balanced R4 3.63 8.99 2.94 10.91 17.03 12.17
Dodge & Cox Balanced 3.26 8.95 1.58 11.23 21.06 13.02
MassMutual Premier Balanced Svc 3.34 8.93 2.28 10.55 14.91 10.63
American Funds American Balanced F1 3.63 8.93 2.94 10.90 17.02 12.17
MainStay Income Builder Inv 2.83 8.92 1.24 10.51 15.81 11.89
Delaware Dividend Income Instl 2.99 8.92 0.82 10.07 16.68 12.21
Janus Balanced N 3.33 8.91 2.78 11.17 --- ---
Calvert Balanced B 3.50 8.91 3.12 10.47 12.90 9.45
American Funds American Balanced 529A LW 3.63 8.91 2.94 10.86 16.97 12.10
American Funds American Balanced 529A 3.63 8.91 2.94 10.86 16.97 12.10
Innealta Capital Risk Based Opp Mod I 1.22 8.89 -0.81 9.34 --- ---
Advance Capital I Balanced Instl 4.01 8.89 0.83 10.51 13.88 10.83
Federated MDT Balanced Instl 3.40 8.86 1.64 10.74 16.36 10.32
JHancock Balanced R3 3.14 8.84 2.04 10.39 15.99 9.90
Hartford Balanced C 3.67 8.84 2.33 11.03 15.15 10.02
MassMutual Premier Balanced Adm 3.30 8.82 2.20 10.37 14.73 10.45
Janus Balanced I 3.30 8.81 2.77 11.06 15.58 10.35
Putnam Dynamic Asset Allocation Bal C 3.47 8.79 2.59 10.59 15.15 10.53
Janus Aspen Balanced Instl 3.29 8.79 2.76 11.05 15.85 10.62
Hartford Checks and Balances R3 3.87 8.79 2.20 10.58 16.78 10.14
Janus Balanced D 3.30 8.76 2.75 11.01 15.52 10.26
Calamos Growth & Income I 4.34 8.76 2.62 11.11 12.29 9.44
JHancock Balanced R1 3.13 8.75 2.06 10.32 15.88 9.80
Putnam Dynamic Asset Allocation Bal B 3.41 8.74 2.54 10.49 15.18 10.54
American Funds Income Fund of Amer B 3.15 8.74 1.77 10.27 14.94 10.77
Innealta Capital Risk Based Opp Mod N 1.22 8.73 -0.86 9.12 --- ---
Cavanal Hill Balanced I 2.83 8.70 2.32 9.90 12.64 10.31
1919 Socially Responsive Balanced C 3.26 8.70 2.07 10.29 13.51 9.12
Hotchkis & Wiley Capital Income A LW 2.90 8.68 1.28 10.54 18.64 ---
Hotchkis & Wiley Capital Income A 2.90 8.68 1.28 10.54 18.64 ---
Delaware Dividend Income A Load Waived 2.96 8.68 0.76 9.80 16.39 11.95
Delaware Dividend Income A 2.96 8.68 0.76 9.80 16.39 11.95
American Funds American Balanced R3 3.60 8.68 2.87 10.62 16.68 11.83
Janus Balanced T 3.30 8.67 2.73 10.89 15.40 10.15
Hartford Balanced B 3.64 8.67 2.27 10.86 14.96 9.85
American Funds Income Fund of Amer R1 3.15 8.67 1.71 10.23 14.88 10.70
American Funds American Balanced 529E 3.59 8.67 2.87 10.59 16.67 11.82
Innealta Capital Risk Based Opp Mod A LW 1.22 8.63 -0.96 9.01 --- ---
Innealta Capital Risk Based Opp Mod A 1.22 8.63 -0.96 9.01 --- ---
American Funds Income Fund of Amer C 3.12 8.63 1.68 10.21 14.88 10.71
Federated MDT Balanced A Load Waived 3.35 8.61 1.59 10.45 16.05 10.05
Federated MDT Balanced A 3.35 8.61 1.59 10.45 16.05 10.05
American Funds Income Fund of Amer R2 3.12 8.61 1.73 10.19 14.89 10.70
1789 Growth and Income C 4.74 8.61 1.72 10.55 14.32 ---
MassMutual Premier Balanced A LW 3.30 8.60 2.18 10.14 14.48 10.21
MassMutual Premier Balanced A 3.30 8.60 2.18 10.14 14.48 10.21
Schwab Balanced 3.54 8.59 3.06 10.36 14.16 10.52
Advance Capital I Balanced Retail 3.99 8.58 0.77 10.22 13.57 10.53
Perkins Value Plus Income C 3.06 8.57 2.25 9.21 12.61 ---
Franklin Balanced R6 2.59 8.57 0.54 9.99 --- ---
American Funds Income Fund of Amer 529C 3.10 8.57 1.70 10.17 14.81 10.63
American Funds Income Fund of Amer 529B 3.10 8.56 1.68 10.09 14.80 10.62
Janus Balanced A Load Waived 3.27 8.55 2.68 10.74 15.25 10.03
Janus Balanced A 3.27 8.55 2.68 10.74 15.25 10.03
Capital Guardian Core Balanced Instl 4.53 8.50 2.94 --- --- ---
Calamos Growth & Income A Load Waived 4.31 8.49 2.51 10.82 12.00 9.16
Calamos Growth & Income A 4.31 8.49 2.51 10.82 12.00 9.16
Pax World Balanced Instl 2.95 8.46 2.42 9.82 13.60 9.47
Cavanal Hill Balanced A Load Waived 2.78 8.45 2.19 9.57 12.31 ---
Cavanal Hill Balanced A 2.78 8.45 2.19 9.57 12.31 ---
Cavanal Hill Balanced Inv 2.84 8.44 2.26 9.64 12.36 10.05
Janus Balanced S 3.27 8.43 2.65 10.61 15.12 9.87
Hartford Checks and Balances C 3.79 8.42 2.10 10.14 16.35 9.71
Delaware Dividend Income R 2.94 8.42 0.69 9.52 16.10 11.66
Federated MDT Balanced R 3.42 8.41 1.53 10.26 15.67 9.60
American Beacon Balanced C 3.32 8.40 1.55 9.40 15.67 ---
JHancock Balanced C 3.10 8.38 1.93 9.89 15.42 9.37
JHancock Balanced B 3.10 8.38 1.98 9.90 15.43 9.37
MFS® Total Return R5 2.97 8.37 2.11 9.78 --- ---
Franklin Balanced Adv 2.41 8.37 0.35 9.67 13.94 11.08
Sterling Capital Strategic Allc Bal I 2.54 8.35 0.54 9.44 12.50 8.65
Hartford Checks and Balances B 3.79 8.35 2.08 10.06 16.26 9.66
MFS® Total Return I 2.97 8.31 2.10 9.71 14.74 10.22
MFS® Total Return R4 2.96 8.30 2.10 9.69 14.75 10.25
WesMark Balanced 3.06 8.29 2.12 9.59 12.08 9.77
Jamestown Balanced 4.19 8.29 2.07 10.55 15.40 10.48
American Funds American Balanced R2 3.61 8.27 2.78 10.13 16.22 11.37
Pax World Balanced Individual Inv 2.94 8.26 2.37 9.57 13.32 9.19
American Funds American Balanced R1 3.57 8.26 2.77 10.11 16.16 11.33
American Funds American Balanced B 3.56 8.26 2.76 10.15 16.20 11.36
Calamos Growth & Income R 4.31 8.25 2.47 10.56 11.73 8.89
American Funds American Balanced C 3.57 8.24 2.73 10.09 16.13 11.30
MainStay Income Builder C 2.77 8.20 1.05 9.68 14.93 11.06
American Funds American Balanced 529B 3.59 8.19 2.76 10.03 16.06 11.23
American Funds American Balanced 529C 3.60 8.17 2.74 10.03 16.06 11.24
1919 Socially Responsive Balanced B 3.23 8.16 1.92 9.77 13.01 8.84
Janus Balanced R 3.25 8.15 2.58 10.29 14.81 9.60
MainStay Income Builder B 2.76 8.14 1.05 9.66 14.93 11.06
Vanguard STAR Inv 3.30 8.13 1.71 9.91 14.89 10.43
Sterling Capital Strategic Allc Bal A LW 2.56 8.11 0.48 9.14 12.19 8.34
Sterling Capital Strategic Allc Bal A 2.56 8.11 0.48 9.14 12.19 8.34
New Covenant Balanced Growth 3.10 8.11 2.34 9.68 13.37 9.26
MFS® Total Return A Load Waived 2.94 8.09 2.03 9.44 14.45 9.94
MFS® Total Return A 2.94 8.09 2.03 9.44 14.45 9.94
MFS® Total Return R3 2.94 8.08 2.03 9.43 14.44 9.96
Franklin Balanced A Load Waived 2.38 8.08 0.27 9.36 13.59 10.76
Franklin Balanced A 2.38 8.08 0.27 9.36 13.59 10.76
Prudential Real Assets Z 1.25 8.06 -2.23 7.90 5.02 ---
Calamos Growth & Income B 4.25 8.06 2.35 10.36 11.59 8.60
USAA First Start Growth 3.36 8.02 1.36 9.89 15.08 11.00
MFS® Total Return 529A Load Waived 2.95 8.01 2.03 9.41 14.39 9.87
MFS® Total Return 529A 2.95 8.01 2.03 9.41 14.39 9.87
Pax World Balanced R 2.89 7.98 2.28 9.29 13.03 8.92
Delaware Dividend Income C 2.88 7.92 0.56 8.96 15.49 11.11
Federated MDT Balanced C 3.34 7.91 1.36 9.62 15.20 9.23
VY Franklin Income I 1.47 7.88 -1.35 9.13 13.89 10.97
JPMorgan Investor Growth & Income Sel 3.71 7.87 1.90 9.93 15.75 10.57
Frost Moderate Allocation Instl 3.18 7.86 1.44 9.51 12.92 8.52
MFS® Total Return R2 2.97 7.84 2.02 9.19 14.17 9.69
Janus Balanced C 3.23 7.84 2.49 9.95 14.41 9.22
BlackRock Growth Prepared Instl 5.04 7.84 2.83 10.52 17.42 11.75
Mairs & Power Balanced Inv 3.01 7.83 1.79 9.07 16.80 12.41
Manning & Napier Strategic Inc Modrt I 1.80 7.81 0.64 8.65 --- ---
Calamos Growth & Income C 4.23 7.78 2.35 10.02 11.17 8.35
Wells Fargo Advantage Growth Balanced Ad 3.61 7.76 2.39 9.59 17.62 11.80
Sentinel Balanced I 3.62 7.73 2.32 9.16 15.16 10.89
Nationwide HighMark Balanced Instl 3.25 7.72 2.15 8.55 --- ---
Frost Moderate Allocation A Load Waived 3.18 7.69 1.45 9.28 12.66 8.26
Frost Moderate Allocation A 3.18 7.69 1.45 9.28 12.66 8.26
Dreyfus Balanced Opportunity J 3.56 7.68 2.31 9.52 16.14 10.72
Dreyfus Balanced Opportunity I 3.56 7.68 2.31 9.50 16.19 10.81
JPMorgan Diversified Instl 3.42 7.67 1.57 9.57 15.82 10.95
Vanguard LifeStrategy Moderate Gr Inv 2.88 7.66 1.36 9.01 13.18 9.51
Prudential Real Assets A Load Waived 1.16 7.66 -2.33 7.54 4.72 ---
Prudential Real Assets A 1.16 7.66 -2.33 7.54 4.72 ---
BMO Growth Balanced R-6 3.19 7.65 1.47 --- --- ---
Rainier Balanced Institutional 3.27 7.64 2.42 10.03 13.67 9.62
Nationwide HighMark Balanced InSvc 3.20 7.64 2.10 8.41 12.84 9.49
Voya Solution Balanced I 3.29 7.63 1.48 9.39 14.44 9.68
Leuthold Core Investment I 2.86 7.62 -0.03 8.90 12.86 6.76
Dreyfus Balanced Opportunity Z 3.58 7.62 2.33 9.41 15.95 10.57
TETON Westwood Balanced I 3.25 7.61 2.56 9.34 13.86 9.36
American Funds Balanced Portfolio F2 3.20 7.61 2.00 9.35 --- ---
VY Franklin Income S 1.48 7.59 -1.44 8.85 13.60 10.69
American Funds Balanced Portfolio R6 3.13 7.59 1.95 9.44 --- ---
Voya Strategic Allocation Moderate I 3.19 7.58 1.38 9.32 14.40 9.91
Victory Balanced I 3.55 7.58 1.94 9.25 16.04 10.31
JPMorgan Investor Growth & Income A LW 3.61 7.58 1.82 9.60 15.45 10.30
JPMorgan Investor Growth & Income A 3.61 7.58 1.82 9.60 15.45 10.30
American Funds Balanced Portfolio R5 3.13 7.55 1.93 9.39 --- ---
Manning & Napier Strategic Inc Modrt S 1.81 7.54 0.49 8.31 --- ---
American Funds College 2024 529F1 2.25 7.54 1.40 9.26 --- ---
American Century Strat Allc: Mod R6 3.51 7.54 1.53 8.99 --- ---
Wells Fargo Advantage Growth Balanced A 3.58 7.50 2.29 9.29 17.32 11.50
Wells Fargo Advantage Growth Balanc A LW 3.58 7.50 2.29 9.29 17.32 11.50
QS Legg Mason Dynamic Multi-Strategy A 3.26 7.50 1.25 9.44 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 3.26 7.50 1.25 9.44 --- ---
Sterling Capital Strategic Allc Bal C 2.51 7.48 0.32 8.42 11.36 7.57
Leuthold Core Investment Retail 2.81 7.48 -0.11 8.74 12.75 6.63
VY Franklin Income S2 1.49 7.47 -1.44 8.74 13.44 10.52
American Funds Balanced Portfolio 529F1 3.13 7.47 1.98 9.18 --- ---
Tributary Balanced Instl Plus 4.29 7.46 2.21 9.26 14.28 ---
JPMorgan Diversified Sel 3.42 7.46 1.49 9.29 15.53 10.69
BlackRock Growth Prepared Inv A LW 5.03 7.46 2.72 10.04 16.97 11.33
BlackRock Growth Prepared Inv A 5.03 7.46 2.72 10.04 16.97 11.33
Franklin Balanced C 2.34 7.45 0.09 8.57 12.80 9.98
Dreyfus Balanced Opportunity A LW 3.52 7.45 2.28 9.23 15.90 10.50
Dreyfus Balanced Opportunity A 3.52 7.45 2.28 9.23 15.90 10.50
Sentinel Balanced A Load Waived 3.56 7.43 2.24 8.84 14.95 10.74
Sentinel Balanced A 3.56 7.43 2.24 8.84 14.95 10.74
Rainier Balanced Original 3.30 7.42 2.36 9.76 13.36 9.34
American Century Strat Allc: Mod Instl 3.37 7.42 1.49 8.82 13.87 10.00
TETON Westwood Balanced AAA 3.25 7.41 2.50 9.06 13.60 9.10
Sterling Capital Strategic Allc Bal B 2.51 7.41 0.38 8.43 11.35 7.56
American Century One Choice® Mod Inv 3.35 7.41 1.35 8.94 14.04 10.09
Voya Strategic Allocation Moderate S 3.21 7.39 1.38 9.05 14.10 9.63
Sextant Core 2.08 7.39 1.59 8.43 9.72 7.13
American Funds Balanced Portfolio A LW 3.13 7.39 1.95 9.09 --- ---
American Funds Balanced Portfolio A 3.13 7.39 1.95 9.09 --- ---
Victory Balanced A Load Waived 3.52 7.37 1.92 9.00 15.73 9.86
Victory Balanced A 3.52 7.37 1.92 9.00 15.73 9.86
MFS® Total Return R1 2.89 7.37 1.85 8.63 13.60 9.13
American Funds College 2024 529-A LW 2.17 7.37 1.33 8.98 --- ---
American Funds College 2024 529-A 2.17 7.37 1.33 8.98 --- ---
American Funds Balanced Portfolio R4 3.13 7.36 1.94 9.02 --- ---
VY Franklin Income A 1.43 7.34 -1.48 8.53 13.20 10.25
MFS® Total Return B 2.88 7.34 1.84 8.60 13.60 9.14
Voya Solution Balanced S 3.25 7.33 1.41 9.12 14.17 9.43
BlackRock Growth Prepared R 4.98 7.33 2.66 9.84 16.74 11.13
American Funds Balanced Portfolio F1 3.13 7.33 1.93 9.00 --- ---
Nationwide HighMark Balanced A LW 3.14 7.32 2.03 8.08 12.52 9.22
Nationwide HighMark Balanced A 3.14 7.32 2.03 8.08 12.52 9.22
MFS® Total Return C 2.87 7.32 1.83 8.63 13.60 9.13
American Funds Balanced Portfolio 529A 3.13 7.32 1.92 9.07 --- ---
American Funds Balanced Portfolio 529 LW 3.13 7.32 1.92 9.07 --- ---
Voya Balanced I 3.07 7.31 1.31 8.94 14.22 10.19
MFS® Total Return 529B 2.93 7.29 1.88 8.60 13.54 9.07
ICON Risk-Managed Balanced S 3.28 7.29 2.53 7.56 11.80 7.14
ESG Managers® Balanced Port Inst 3.23 7.29 1.68 8.80 12.98 ---
MFS® Total Return 529C 2.87 7.28 1.82 8.52 13.53 9.06
Tributary Balanced Instl 4.27 7.26 2.15 9.05 14.06 12.62
JHancock Lifestyle II Balanced 1 2.79 7.25 1.15 --- --- ---
Principal SAM Balanced Inst 3.21 7.23 1.52 8.97 14.37 10.56
Voya Solution Balanced S2 3.26 7.22 1.32 8.91 13.99 ---
JHancock Lifestyle II Balanced R6 2.79 7.21 1.13 --- --- ---
Lord Abbett Multi-Asset Balanced Opp I 2.86 7.20 0.52 8.83 15.37 9.94
JPMorgan Diversified A Load Waived 3.37 7.19 1.39 9.01 15.25 10.40
JPMorgan Diversified A 3.37 7.19 1.39 9.01 15.25 10.40
TETON Westwood Balanced A Load Waived 3.24 7.16 2.51 8.82 13.33 8.83
TETON Westwood Balanced A 3.24 7.16 2.51 8.82 13.33 8.83
Voya Solution Balanced A 3.29 7.14 1.33 8.84 13.91 9.07
American Century Strat Allc: Mod Inv 3.37 7.13 1.44 8.60 13.65 9.78
American Funds College 2024 529-E 2.18 7.12 1.33 8.71 --- ---
ICON Risk-Managed Balanced A LW 3.28 7.10 2.45 7.37 11.56 6.90
ICON Risk-Managed Balanced A 3.28 7.10 2.45 7.37 11.56 6.90
Victory Balanced R 3.47 7.09 1.82 8.66 15.40 9.51
Voya Balanced S 3.01 7.08 1.24 8.64 13.94 9.92
Prudential Real Assets C 1.17 7.07 -2.53 6.76 3.94 ---
Prudential Real Assets B 1.16 7.07 -2.43 6.76 3.98 ---
American Funds College 2027 529F1 2.58 7.07 1.11 9.47 --- ---
American Funds Balanced Portfolio 529E 3.13 7.07 1.79 8.71 --- ---
Nuveen Strategy Growth Allocation I 3.52 7.05 0.37 9.40 15.26 10.18
Principal SAM Balanced R5 3.15 7.04 1.45 8.71 14.08 10.28
JPMorgan Investor Growth & Income B 3.56 7.04 1.69 9.03 14.85 9.70
JPMorgan Investor Balanced Select 2.84 7.04 1.56 8.56 12.47 8.79
American Funds Balanced Portfolio R3 3.13 7.04 1.86 8.71 --- ---
Lord Abbett Multi-Asset Balanced Opp F 2.77 7.03 0.49 8.65 15.23 9.82
JPMorgan Investor Growth & Income C 3.57 7.03 1.68 9.01 14.85 9.71
ESG Managers® Balanced Port A LW 3.25 7.02 1.60 8.45 12.69 ---
ESG Managers® Balanced Port A 3.25 7.02 1.60 8.45 12.69 ---
American Funds College 2027 529-A LW 2.59 7.00 1.12 9.36 --- ---
American Funds College 2027 529-A 2.59 7.00 1.12 9.36 --- ---
Principal SAM Balanced J 3.19 6.97 1.40 8.65 14.01 10.16
Principal SAM Balanced A Load Waived 3.11 6.95 1.41 8.56 13.96 10.19
Principal SAM Balanced A 3.11 6.95 1.41 8.56 13.96 10.19
Great-West Moderate Profile II Init 3.16 6.95 1.69 8.43 13.64 9.43
Principal SAM Balanced R4 3.15 6.94 1.42 8.58 13.95 10.17
T. Rowe Price Balanced 3.08 6.91 1.12 8.78 15.10 10.64
RiverNorth Core Opportunity R 1.91 6.91 -0.30 9.81 14.02 10.86
FPA Crescent 3.53 6.90 1.45 9.05 14.61 10.74
Voya Retirement Moderate Growth I 2.87 6.89 0.97 8.23 13.51 9.42
Lord Abbett Multi-Asset Balanced Opp A 2.75 6.89 0.46 8.57 15.09 9.65
Lord Abbett Multi-Asset Balanced Op A LW 2.75 6.89 0.46 8.57 15.09 9.65
Nuveen Strategy Growth Allocation A LW 3.46 6.84 0.37 9.09 14.98 9.91
Nuveen Strategy Growth Allocation A 3.46 6.84 0.37 9.09 14.98 9.91
RidgeWorth Moderate Allocation Strat I 2.80 6.82 1.29 8.38 11.93 8.71
Manning & Napier Pro-Blend Extnd Term I 3.23 6.82 -1.20 8.66 13.77 9.98
Great-West Moderate Profile I Init 3.11 6.81 1.68 8.18 13.42 9.26
American Century Strat Allc: Mod A LW 3.24 6.81 1.24 8.36 13.35 9.47
American Century Strat Allc: Mod A 3.24 6.81 1.24 8.36 13.35 9.47
Wells Fargo Advantage Growth Balanced C 3.55 6.80 2.12 8.51 16.45 10.68
Nuveen Strategy Balanced Allc I 2.66 6.80 0.31 8.69 13.19 9.33
JPMorgan Investor Balanced A LW 2.78 6.80 1.50 8.24 12.19 8.53
JPMorgan Investor Balanced A 2.78 6.80 1.50 8.24 12.19 8.53
Wells Fargo Advantage Growth Balanced B 3.54 6.79 2.11 8.47 16.43 10.67
BlackRock Growth Prepared Inv C 4.98 6.78 2.54 9.32 16.11 10.55
Nationwide HighMark Balanced C 3.10 6.77 1.88 7.46 11.89 8.57
RidgeWorth Moderate Allocation Strat A 2.81 6.75 1.30 8.28 11.74 8.48
RidgeWorth Moderate Allocation Stra A LW 2.81 6.75 1.30 8.28 11.74 8.48
Madison Diversified Income A LW 2.55 6.74 1.95 7.68 11.62 9.71
Madison Diversified Income A 2.55 6.74 1.95 7.68 11.62 9.71
Principal SAM Balanced R3 3.15 6.73 1.36 8.39 13.74 9.96
Lord Abbett Multi-Asset Balanced Opp P 2.83 6.73 0.48 8.38 14.87 9.47
Great-West Moderate Profile II L 3.11 6.73 1.65 8.08 13.34 ---
Fidelity Asset Manager® 70% 3.35 6.73 1.01 9.03 15.46 10.67
Dreyfus Balanced Opportunity C 3.49 6.73 2.06 8.44 15.00 9.67
TETON Westwood Balanced C 3.13 6.70 2.27 8.18 12.74 8.29
American Century Strat Allc: Mod R 3.25 6.69 1.18 8.02 13.02 9.20
Sentinel Balanced C 3.55 6.68 2.04 8.03 14.03 9.86
Lord Abbett Multi-Asset Balanced Opp R3 2.82 6.68 0.39 8.32 14.80 9.40
JPMorgan Diversified C 3.27 6.68 1.23 8.42 14.64 9.84
BNY Mellon Asset Allocation M 3.28 6.68 1.08 8.36 12.82 8.34
American Funds College 2027 529-E 2.52 6.68 1.04 8.98 --- ---
Thrivent Balanced Income Plus I 2.72 6.67 1.46 8.48 14.93 11.05
Fidelity Advisor Asset Manager® 70% I 3.30 6.67 0.97 8.98 15.39 10.61
Thrivent Moderate Allocation I 2.90 6.65 1.22 8.10 13.10 9.73
First Investors Total Return Instl 2.85 6.64 1.08 8.60 --- ---
Fidelity Asset Manager® 60% 2.85 6.64 1.02 8.51 13.67 9.78
Columbia Capital Allocation Mod Agrsv Y 3.36 6.64 1.59 8.72 --- ---
Victory Balanced C 3.43 6.63 1.64 8.14 14.88 9.06
JPMorgan Diversified B 3.31 6.63 1.26 8.40 14.63 9.83
Columbia Capital Allocation Mod Agrsv R5 3.38 6.63 1.62 8.65 --- ---
T. Rowe Price Personal Strat Balanced 2.81 6.61 0.71 8.41 15.09 10.73
American Funds College 2024 529-C 2.20 6.61 1.17 8.22 --- ---
American Funds Balanced Portfolio C 3.07 6.61 1.69 8.18 --- ---
Nuveen Strategy Growth Allocation R3 3.43 6.60 0.23 8.84 14.67 9.63
American Funds College 2024 529-B 2.19 6.60 1.17 8.13 --- ---
American Funds Balanced Portfolio B 3.06 6.60 1.67 8.23 --- ---
Nuveen Strategy Balanced Allc A LW 2.66 6.59 0.17 8.41 12.88 9.05
Nuveen Strategy Balanced Allc A 2.66 6.59 0.17 8.41 12.88 9.05
American Funds Balanced Portfolio R1 3.06 6.58 1.76 8.21 --- ---
Manning & Napier Pro-Blend Extnd Term S 3.22 6.57 -1.33 8.30 13.50 9.71
Great-West SecureFoundation® Bal ETF A 2.99 6.57 1.37 7.90 --- ---
Great-West SecureFoundation® Bal ET A LW 2.99 6.57 1.37 7.90 --- ---
Principal SAM Balanced R2 3.10 6.55 1.26 8.14 13.52 9.73
First Investors Total Return Adv 2.85 6.55 1.12 8.33 --- ---
American Funds Balanced Portfolio R2 3.07 6.55 1.69 8.20 --- ---
Voya Retirement Moderate Growth A 2.86 6.54 0.89 7.78 13.07 8.99
Lord Abbett Multi-Asset Balanced Opp R2 2.76 6.54 0.35 8.13 14.65 9.33
Fidelity Advisor Asset Manager® 60% I 2.85 6.54 1.02 8.40 13.60 9.72
Great-West SecureFoundation® Balanced G 3.05 6.53 1.44 7.80 13.29 9.25
Timothy Plan Defensive Strategies I 1.31 6.52 -2.60 5.76 --- ---
Intrepid Capital Institutional 2.56 6.52 -0.23 6.66 12.17 ---
Calvert Moderate Allocation A LW 3.68 6.52 2.15 8.33 14.11 9.66
Calvert Moderate Allocation A 3.68 6.52 2.15 8.33 14.11 9.66
American Funds Balanced Portfolio 529C 3.07 6.52 1.66 8.14 --- ---
Columbia Capital Allocation Mod Agrsv Z 3.40 6.51 1.60 8.60 14.04 10.53
American Funds Balanced Portfolio 529B 3.06 6.51 1.67 8.11 --- ---
SEI Aggressive Strategy A (SAAT) 3.36 6.50 0.49 8.22 15.92 10.70
PNC Balanced Allocation I 2.96 6.49 1.33 7.78 13.70 9.52
BNY Mellon Asset Allocation Inv 3.32 6.49 1.08 8.11 12.51 8.05
Columbia Capital Allocation Mod Agrsv R4 3.38 6.46 1.58 8.54 --- ---
New Century Balanced 2.97 6.45 0.71 7.99 13.21 9.25
ICON Risk-Managed Balanced C 3.25 6.45 2.27 6.58 10.75 6.09
Great-West SecureFoundation® Balanced G1 3.03 6.44 1.43 7.70 13.17 9.14
Fidelity Advisor Asset Manager® 70% A LW 3.31 6.44 0.92 8.70 15.11 10.32
Fidelity Advisor Asset Manager® 70% A 3.31 6.44 0.92 8.70 15.11 10.32
Madison Moderate Allocation A LW 2.90 6.42 1.30 7.94 12.07 8.76
Madison Moderate Allocation A 2.90 6.42 1.30 7.94 12.07 8.76
Columbia Capital Allocation Mod Agrsv K 3.33 6.41 1.57 8.38 --- ---
Thrivent Moderate Allocation A LW 2.91 6.40 1.21 7.84 12.72 9.36
Thrivent Moderate Allocation A 2.91 6.40 1.21 7.84 12.72 9.36
SEI Aggressive Strategy I (SAAT) 3.45 6.38 0.51 7.99 15.63 10.44
Principal SAM Balanced R1 3.09 6.37 1.25 8.00 13.37 9.59
Nuveen Strategy Balanced Allc R3 2.60 6.36 0.10 8.11 12.61 8.77
Timothy Plan Defensive Strategies A LW 1.31 6.32 -2.68 5.52 1.71 5.00
Timothy Plan Defensive Strategies A 1.31 6.32 -2.68 5.52 1.71 5.00
American Century Strat Allc: Mod C 3.24 6.32 1.19 7.61 12.48 8.67
QS Legg Mason Lifestyle Allocation 70% I 3.48 6.30 0.69 8.61 16.15 11.42
Manning & Napier Pro-Blend Extnd Term R 3.14 6.30 -1.39 7.99 13.19 ---
Outfitter 2.71 6.29 1.46 6.68 --- ---
Fidelity Advisor Asset Manager® 60% A LW 2.87 6.29 0.94 8.21 13.34 9.45
Fidelity Advisor Asset Manager® 60% A 2.87 6.29 0.94 8.21 13.34 9.45
ESG Managers® Balanced Port C 3.20 6.29 1.44 7.64 11.84 ---
First Investors Total Return A LW 2.86 6.28 1.02 8.18 14.83 11.00
First Investors Total Return A 2.86 6.28 1.02 8.18 14.83 11.00
JPMorgan Investor Balanced C 2.75 6.27 1.33 7.65 11.58 7.94
JPMorgan Investor Balanced B 2.78 6.27 1.36 7.68 11.58 7.95
Thrivent Balanced Income Plus A LW 2.64 6.26 1.36 8.12 14.43 10.55
Thrivent Balanced Income Plus A 2.64 6.26 1.36 8.12 14.43 10.55
PNC Balanced Allocation A Load Waived 2.95 6.26 1.26 7.55 13.40 9.24
PNC Balanced Allocation A 2.95 6.26 1.26 7.55 13.40 9.24
Columbia Capital Allocation Moderate Y 2.65 6.26 1.25 7.90 --- ---
Principal SAM Balanced C 3.14 6.24 1.23 7.81 13.14 9.36
Intrepid Capital 2.56 6.24 -0.29 6.40 11.90 10.04
Great-West SecureFoundation® Balanced L 2.95 6.24 1.34 7.49 12.96 ---
Columbia Capital Allocation Moderate R5 2.65 6.24 1.16 7.87 --- ---
Columbia Capital Allocation Mod Agrsv A 3.32 6.23 1.53 8.23 13.74 10.24
Columbia Capital Allocation Mod Agr A LW 3.32 6.23 1.53 8.23 13.74 10.24
Principal SAM Balanced B 3.11 6.21 1.28 7.78 13.05 9.30
Lord Abbett Multi-Asset Balanced Opp B 2.69 6.21 0.26 7.75 14.23 8.85
Fidelity Asset Manager® 50% 2.39 6.21 0.96 7.78 11.91 9.01
Lord Abbett Multi-Asset Balanced Opp C 2.79 6.20 0.27 7.75 14.26 8.88
Fidelity Advisor Asset Manager® 70% T 3.27 6.19 0.83 8.39 14.80 10.03
Columbia Capital Allocation Mod Agrsv T 3.32 6.19 1.52 8.27 13.68 ---
American Century Strat Allc: Mod B 3.25 6.19 1.06 7.49 12.46 8.65
American Funds College 2027 529-B 2.53 6.18 0.88 8.41 --- ---
Virtus Tactical Allocation A LW 2.99 6.17 -0.09 8.44 13.44 9.75
Virtus Tactical Allocation A 2.99 6.17 -0.09 8.44 13.44 9.75
Invesco Moderate Allocation Y 2.62 6.16 -0.06 7.18 11.63 9.13
AllianceBern Balance Wealth Strat I 2.95 6.16 0.14 7.58 12.46 8.38
RidgeWorth Moderate Allocation Strat C 2.66 6.15 1.14 7.60 11.03 7.76
AllianceBern Balance Wealth Strat Adv 2.94 6.15 0.14 7.56 12.46 8.39
Virtus Balanced A Load Waived 2.78 6.14 0.10 8.26 12.76 9.54
Virtus Balanced A 2.78 6.14 0.10 8.26 12.76 9.54
USAA Cornerstone Moderately Agrsv 2.36 6.14 -0.15 7.44 10.82 7.83
QS Legg Mason Lifestyle Allocation A LW 3.47 6.13 0.69 8.35 15.90 11.17
QS Legg Mason Lifestyle Allocation 70% A 3.47 6.13 0.69 8.35 15.90 11.17
Fidelity Advisor Asset Manager® 50% I 2.39 6.13 0.90 7.69 11.83 8.96
Prudential Moderate Allocation Z 3.30 6.11 0.84 7.50 13.20 9.27
Invesco Moderate Allocation R5 2.62 6.11 -0.12 7.23 11.63 9.10
Columbia Capital Allocation Moderate R4 2.65 6.11 1.19 7.69 --- ---
Oppenheimer Moderate Inv Y 2.96 6.10 0.63 8.21 12.40 9.17
Nuveen Strategy Growth Allocation C 3.41 6.10 0.15 8.24 14.09 9.09
American Funds College 2027 529-C 2.45 6.10 0.89 8.37 --- ---
Compass EMP Multi-Asset Growth A LW 4.57 6.07 0.64 8.71 8.41 5.68
Compass EMP Multi-Asset Growth A 4.57 6.07 0.64 8.71 8.41 5.68
Dreyfus Growth Allocation 3.37 6.06 0.86 7.83 14.54 9.60
Elfun Diversified 3.14 6.05 1.25 7.72 13.52 8.63
SunAmerica Focused Balanced Strategy A 3.39 6.04 1.32 7.88 11.67 8.28
SunAmerica Focused Balanced Strateg A LW 3.39 6.04 1.32 7.88 11.67 8.28
Madison Diversified Income C 2.54 6.04 1.81 6.92 --- ---
Fidelity Advisor Asset Manager® 60% T 2.88 6.04 0.94 7.91 13.02 9.16
AllianzGI Income & Growth Institutional 2.44 6.04 0.22 7.86 14.05 11.03
Transamerica Asset Allc Mod Gr I 3.48 6.03 1.51 8.03 14.91 ---
Hilton Yield Plus Institutional 1.25 6.03 -0.76 9.10 --- ---
Columbia Capital Allocation Mod Agrsv R 3.40 6.03 1.47 8.05 13.47 9.98
ASTON/Montag & Caldwell Balanced I 2.88 6.03 2.52 7.14 11.21 8.20
TIAA-CREF Managed Allc Inst 3.03 6.02 1.10 7.85 14.23 10.27
Columbia Capital Allocation Moderate Z 2.54 6.02 1.10 7.59 12.05 ---
Madison Diversified Income B 2.54 5.97 1.74 6.84 10.81 8.91
AllianzGI Income & Growth P 2.46 5.97 0.22 7.71 13.95 10.92
Invesco Moderate Allocation S 2.63 5.96 -0.10 7.03 11.45 8.94
GE Instl Strategic Investment Inv 3.12 5.96 1.24 7.61 13.51 8.57
InvestEd Balanced Load Waived 3.73 5.95 1.61 8.03 12.48 8.24
InvestEd Balanced 3.73 5.95 1.61 8.03 12.48 8.24
AllianceBern Balance Wealth Strat A LW 2.96 5.95 0.14 7.26 12.13 8.07
AllianceBern Balance Wealth Strat A 2.96 5.95 0.14 7.26 12.13 8.07
Fidelity Advisor Asset Manager® 50% A LW 2.40 5.94 0.89 7.49 11.56 8.68
Fidelity Advisor Asset Manager® 50% A 2.40 5.94 0.89 7.49 11.56 8.68
ASTON/Montag & Caldwell Balanced N 2.92 5.94 2.49 7.02 11.10 8.08
VALIC Company I Asset Allocation 3.18 5.93 0.70 7.80 13.54 10.11
Russell LifePoints Balanced Strategy R1 3.08 5.90 0.55 7.28 11.80 8.52
Osterweis Strategic Investment 2.27 5.90 0.06 8.63 17.05 ---
Columbia Capital Allocation Moderate K 2.54 5.90 1.05 7.42 11.85 9.16
Columbia Capital Allocation Moderate A 2.62 5.90 1.11 7.39 11.78 9.07
Columbia Capital Allocation Moderat A LW 2.62 5.90 1.11 7.39 11.78 9.07
Praxis Genesis Balanced A Load Waived 2.94 5.89 1.30 7.24 11.95 ---
Praxis Genesis Balanced A 2.94 5.89 1.30 7.24 11.95 ---
MainStay Moderate Allocation I 3.21 5.85 1.12 7.71 14.90 10.31
Oppenheimer Moderate Inv A Load Waived 2.98 5.84 0.55 7.93 12.14 8.90
Oppenheimer Moderate Inv A 2.98 5.84 0.55 7.93 12.14 8.90
Manning & Napier Pro-Blend Extnd Term C 3.15 5.84 -1.46 7.44 12.64 ---
Russell LifePoints Balanced Strategy S 3.08 5.83 0.55 7.17 11.65 8.37
Prudential Moderate Allocation A LW 3.31 5.83 0.77 7.26 12.92 8.99
Prudential Moderate Allocation A 3.31 5.83 0.77 7.26 12.92 8.99
Transamerica Asset Allc Mod Gr A LW 3.48 5.82 1.44 7.70 14.54 9.33
Transamerica Asset Allc Mod Gr A 3.48 5.82 1.44 7.70 14.54 9.33
Columbia Flexible Capital Income R5 2.45 5.82 -0.82 7.50 --- ---
Columbia Flexible Capital Income I 2.47 5.82 -0.89 7.52 15.23 ---
JHancock Lifestyle Balanced R6 2.63 5.81 0.25 7.55 13.58 ---
JHancock Lifestyle Balanced 5 2.63 5.81 0.25 7.49 13.62 9.69
Buffalo Flexible Income 2.16 5.81 -0.55 6.78 12.97 10.89
AllianceBern Balance Wealth Strat K 2.97 5.81 0.07 7.21 12.08 8.01
Nuveen Strategy Balanced Allc C 2.52 5.80 -0.02 7.60 12.02 8.24
Invesco Moderate Allocation A LW 2.55 5.80 -0.12 6.92 11.33 8.82
Invesco Moderate Allocation A 2.55 5.80 -0.12 6.92 11.33 8.82
Compass EMP Multi-Asset Growth T 4.55 5.80 0.49 8.38 8.15 ---
Schwab MarketTrack Balanced Investor 3.03 5.79 1.44 7.34 12.81 9.22
Calvert Moderate Allocation C 3.65 5.79 1.95 7.53 13.29 8.84
JHancock Lifestyle Balanced 1 2.63 5.78 0.24 7.44 13.57 9.62
Delaware Foundation Moderate Allc I 2.37 5.77 0.23 6.99 12.07 8.77
TIAA-CREF Lifestyle Moderate Instl 2.96 5.76 1.02 7.74 --- ---
Columbia Flexible Capital Income Z 2.47 5.76 -0.84 7.46 15.11 ---
TIAA-CREF Managed Allc R 2.95 5.75 0.95 7.60 13.93 9.96
SEI Aggressive Strategy D (SAAT) 3.30 5.75 0.30 7.34 15.03 ---
AllianzGI Income & Growth A Load Waived 2.49 5.75 0.23 7.49 13.66 10.65
AllianzGI Income & Growth A 2.49 5.75 0.23 7.49 13.66 10.65
TIAA-CREF Lifestyle Moderate Premier 2.96 5.74 0.99 7.66 --- ---
Madison Moderate Allocation B 2.83 5.74 1.06 7.09 11.23 7.95
Madison Moderate Allocation C 2.83 5.73 1.15 7.17 11.26 7.95
TIAA-CREF Managed Allc Retail 2.94 5.72 0.95 7.57 13.91 9.98
Russell LifePoints Balanced Strategy R4 3.11 5.72 0.56 7.04 11.54 8.26
Hilton Yield Plus Investor 1.25 5.72 -0.83 8.76 --- ---
Fidelity Advisor Asset Manager® 70% C 3.24 5.72 0.74 7.84 14.23 9.50
Columbia Flexible Capital Income R4 2.45 5.72 -0.91 7.40 --- ---
JHancock Lifestyle Balanced R5 2.62 5.71 0.22 7.41 13.49 9.56
Touchstone Balanced Allocation Instl 2.22 5.68 -0.05 6.91 11.83 8.59
SunAmerica Focused Multi-Asset Strat A 3.61 5.68 1.36 7.85 9.54 7.43
SunAmerica Focused Multi-Asset Stra A LW 3.61 5.68 1.36 7.85 9.54 7.43
GE Instl Strategic Investment Svc 3.15 5.68 1.18 7.41 13.21 8.19
Fallen Angels Income 3.52 5.68 1.93 7.30 14.87 10.38
Transamerica Instl Asst Allc Itm/Lg Hrzn 3.59 5.66 0.78 7.29 14.54 10.46
Touchstone Balanced Allocation Y 2.21 5.66 0.02 6.88 11.84 8.59
Fidelity Advisor Asset Manager® 70% B 3.21 5.65 0.74 7.80 14.16 9.41
AllianzGI Income & Growth D 2.40 5.65 0.15 7.46 13.66 10.63
Prudential Moderate Allocation R 3.32 5.64 0.78 7.03 12.61 8.72
PNC Balanced Allocation C 2.83 5.64 1.05 6.75 12.60 8.41
USAA Cornerstone Moderate 1.98 5.63 -0.02 6.78 10.61 8.18
Dunham Appreciation & Income N 2.26 5.63 -1.00 7.87 11.50 8.83
Invesco Moderate Allocation R 2.55 5.61 -0.19 6.66 11.05 8.56
Fidelity Advisor Asset Manager® 50% T 2.34 5.61 0.77 7.14 11.28 8.41
TIAA-CREF Lifestyle Moderate Retirement 2.96 5.58 0.96 7.49 --- ---
Oppenheimer Moderate Inv R 2.91 5.58 0.55 7.70 11.85 8.61
MainStay Moderate Allocation A LW 3.16 5.58 0.98 7.36 14.56 10.00
MainStay Moderate Allocation A 3.16 5.58 0.98 7.36 14.56 10.00
Vantagepoint Model Port Tradtnl Gr TM 3.00 5.57 0.87 7.24 --- ---
RiverFront Moderate Growth & Income I 3.19 5.57 1.09 7.20 11.10 ---
GuidePath Tact Constnd Asst Allc Instl 3.56 5.57 0.67 7.34 --- ---
Transamerica Asset Allc Mod Gr R 3.50 5.56 1.38 7.53 14.34 9.16
Russell LifePoints Balanced Strategy E 3.10 5.56 0.48 6.91 11.39 8.10
JHancock Lifestyle Balanced R4 2.62 5.56 0.17 7.22 13.26 9.29
Franklin Moderate Allocation Advisor 2.77 5.56 1.01 7.19 11.20 8.26
TIAA-CREF Lifestyle Moderate Retail 3.04 5.55 0.95 7.46 --- ---
First Investors Total Return B 2.81 5.55 0.81 7.34 13.97 10.19
Columbia Capital Allocation Mod Agrsv C 3.31 5.55 1.36 7.49 12.90 9.42
Columbia Capital Allocation Mod Agrsv B 3.28 5.55 1.30 7.45 12.91 9.40
Fidelity Advisor Asset Manager® 60% C 2.74 5.54 0.78 7.34 12.44 8.62
Columbia Capital Allocation Moderate R 2.54 5.54 0.97 7.06 11.48 ---
Timothy Plan Defensive Strategies C 1.26 5.53 -2.85 4.70 0.94 4.24
MFS® Moderate Allocation R4 2.77 5.53 0.74 7.03 12.56 9.92
MFS® Moderate Allocation I 2.80 5.53 0.74 7.01 12.55 9.90
AllianceBern Balance Wealth Strat R 2.91 5.52 0.00 6.88 11.74 7.69
Delaware Foundation Moderate Allc A LW 2.37 5.51 0.17 6.73 11.81 8.53
Delaware Foundation Moderate Allc A 2.37 5.51 0.17 6.73 11.81 8.53
Russell LifePoints Balanced Strategy A 3.03 5.50 0.40 6.87 11.36 8.11
Russell LifePoints Balanced Strateg A LW 3.03 5.50 0.40 6.87 11.36 8.11
QS Legg Mason Lifestyle Allocation 70% C 3.43 5.49 0.51 7.65 15.13 10.53
SunAmerica Focused Balanced Strategy C 3.41 5.48 1.23 7.23 10.99 7.59
Virtus Balanced C 2.67 5.47 -0.09 7.45 11.91 8.70
Fidelity Advisor Asset Manager® 60% B 2.71 5.47 0.68 7.27 12.42 8.59
Dreyfus Moderate Allocation 2.57 5.47 0.57 6.81 11.80 8.25
Columbia Flexible Capital Income A LW 2.47 5.47 -0.90 7.18 14.84 ---
Columbia Flexible Capital Income A 2.47 5.47 -0.90 7.18 14.84 ---
Virtus Tactical Allocation C 3.03 5.46 -0.27 7.58 12.58 8.94
Virtus Tactical Allocation B 2.95 5.46 -0.29 7.59 12.61 8.95
Dunham Appreciation & Income A LW 2.26 5.44 -1.00 7.61 11.22 8.56
Dunham Appreciation & Income A 2.26 5.44 -1.00 7.61 11.22 8.56
AllianzGI Income & Growth R 2.40 5.44 0.07 7.24 13.37 ---
MainStay Moderate Allocation Inv 3.16 5.43 0.98 7.26 14.39 9.85
Columbia Flexible Capital Income W 2.38 5.43 -1.00 7.03 14.84 ---
Virtus Balanced B 2.66 5.41 -0.10 7.38 11.91 8.70
Russell LifePoints Balanced Strategy R5 3.02 5.41 0.40 6.73 11.25 7.97
MassMutual RetireSMART Moderate Svc 2.82 5.41 0.67 6.92 12.40 ---
MassMutual RetireSMART Moderate R5 2.82 5.41 0.58 6.94 12.39 ---
SunAmerica Focused Balanced Strategy B 3.35 5.40 1.23 7.17 10.93 7.55
JHancock Lifestyle Balanced A LW 2.55 5.40 0.08 7.03 13.09 9.16
JHancock Lifestyle Balanced A 2.55 5.40 0.08 7.03 13.09 9.16
Touchstone Balanced Allocation A LW 2.22 5.39 -0.12 6.62 11.56 8.31
Touchstone Balanced Allocation A 2.22 5.39 -0.12 6.62 11.56 8.31
Pioneer Solutions Balanced Y 2.51 5.39 0.08 7.07 12.34 8.71
Compass EMP Multi-Asset Growth C 4.56 5.38 0.41 7.92 7.59 4.88
VALIC Company II Moderate Gr Lifestyle 2.85 5.36 0.00 7.25 13.42 10.55
Nationwide Inv Dest Mod I 2.79 5.36 0.65 6.65 12.60 8.87
Transamerica Asset Allc Interm/Long Hrzn 3.58 5.35 0.71 6.91 14.18 10.17
Vantagepoint Model Port Tradtnl Gr Inv M 3.00 5.34 0.83 7.01 12.96 8.95
RiverFront Moderate Growth & Income A LW 3.18 5.34 1.08 6.99 10.82 ---
RiverFront Moderate Growth & Income A 3.18 5.34 1.08 6.99 10.82 ---
MassMutual RetireSMART Moderate Admin 2.82 5.31 0.58 6.75 12.31 ---
JHancock Lifestyle Balanced R2 2.56 5.31 0.10 6.90 --- ---
MFS® Moderate Allocation A Load Waived 2.77 5.28 0.68 6.77 12.25 9.63
MFS® Moderate Allocation A 2.77 5.28 0.68 6.77 12.25 9.63
MFS® Moderate Allocation 529A LW 2.78 5.27 0.67 6.76 12.23 9.57
MFS® Moderate Allocation 529A 2.78 5.27 0.67 6.76 12.23 9.57
Ascendant Balanced I 2.75 5.27 0.74 6.33 12.93 ---
Highland Total Return Y 3.13 5.26 1.03 6.81 12.46 7.85
PL Port Optimization Moderate Adv 2.81 5.25 0.90 6.67 --- ---
MFS® Moderate Allocation R3 2.73 5.25 0.69 6.75 12.26 9.63
Franklin Moderate Allocation A LW 2.71 5.25 0.95 6.86 10.91 7.99
Franklin Moderate Allocation A 2.71 5.25 0.95 6.86 10.91 7.99
Delaware Foundation Moderate Allc R 2.30 5.24 0.03 6.37 11.51 8.24
VALIC Company I Dynamic Allocation 3.36 5.22 0.74 6.93 --- ---
QS Legg Mason Lifestyle Allocation 70% B 3.43 5.20 0.45 7.36 14.84 10.24
Fidelity Advisor Asset Manager® 50% C 2.35 5.20 0.70 6.65 10.72 7.87
Columbia Flexible Capital Income R 2.38 5.18 -1.05 6.81 14.54 ---
Prudential Moderate Allocation C 3.28 5.17 0.65 6.44 12.09 8.19
Fidelity Advisor Asset Manager® 50% B 2.29 5.17 0.64 6.67 10.72 7.86
AllianceBern Balance Wealth Strat B 2.86 5.17 -0.14 6.47 11.33 7.28
Invesco Moderate Allocation C 2.57 5.16 -0.32 6.16 10.52 8.03
AllianceBern Balance Wealth Strat C 2.85 5.16 -0.14 6.48 11.33 7.30
Invesco Moderate Allocation B 2.57 5.15 -0.32 6.15 10.51 8.04
Transamerica Asset Allc Mod Gr C 3.44 5.14 1.25 6.99 13.74 8.62
AdvisorOne CLS International Equity N 2.79 5.14 1.19 6.56 11.67 8.34
Pioneer Solutions Balanced A LW 2.38 5.13 0.00 6.67 12.01 8.36
Pioneer Solutions Balanced A 2.38 5.13 0.00 6.67 12.01 8.36
Oppenheimer Moderate Inv B 2.94 5.13 0.37 7.14 11.27 8.00
JHancock Lifestyle Balanced R3 2.56 5.11 0.07 6.72 12.79 8.90
Prudential Moderate Allocation B 3.21 5.10 0.59 6.44 12.09 8.19
JHancock Lifestyle Balanced R1 2.56 5.10 0.03 6.60 12.68 8.78
Columbia Capital Allocation Moderate C 2.47 5.09 0.84 6.46 10.94 8.23
Franklin Moderate Allocation R 2.72 5.07 0.89 6.62 10.63 7.72
Columbia Capital Allocation Moderate B 2.46 5.07 0.84 6.54 10.93 8.24
Oppenheimer Moderate Inv C 2.86 5.06 0.37 7.08 11.30 8.04
MFS® Moderate Allocation R2 2.76 5.05 0.62 6.50 11.98 9.37
SunAmerica Focused Multi-Asset Strat C 3.57 5.04 1.18 7.13 8.85 6.74
SunAmerica Focused Multi-Asset Strat B 3.57 5.04 1.18 7.17 8.81 6.72
AllianzGI Income & Growth C 2.36 5.04 -0.01 6.69 12.81 9.82
Transamerica Asset Allc Mod Gr B 3.34 5.03 1.18 6.85 13.65 8.55
PL Port Optimization Moderate A LW 2.74 5.03 0.76 6.40 11.94 8.53
PL Port Optimization Moderate A 2.74 5.03 0.76 6.40 11.94 8.53
HSBC World Selection Balanced Strat A LW 3.05 5.03 -0.63 6.54 13.05 9.05
HSBC World Selection Balanced Strat A 3.05 5.03 -0.63 6.54 13.05 9.05
Highland Total Return A Load Waived 3.08 5.03 0.97 6.57 12.17 7.60
Highland Total Return A 3.08 5.03 0.97 6.57 12.17 7.60
GuidePath Tact Constnd Asst Allc Svc 3.48 5.03 0.51 6.66 12.91 ---
MassMutual RetireSMART Moderate A LW 2.73 5.01 0.48 6.50 12.02 ---
MassMutual RetireSMART Moderate A 2.73 5.01 0.48 6.50 12.02 ---
Ascendant Balanced A Load Waived 2.69 5.00 0.68 6.10 12.64 ---
Ascendant Balanced A 2.69 5.00 0.68 6.10 12.64 ---
Nationwide Inv Dest Mod Svc 2.79 4.96 0.55 6.22 12.15 8.44
Nationwide Inv Dest Mod A Load Waived 2.69 4.96 0.55 6.26 12.23 8.53
Nationwide Inv Dest Mod A 2.69 4.96 0.55 6.26 12.23 8.53
Russell LifePoints Balanced Strategy C 3.08 4.91 0.32 6.08 10.57 7.31
PL Port Optimization Moderate R 2.82 4.82 0.76 6.21 11.73 8.30
Eudora 3.09 4.82 0.57 4.95 --- ---
Columbia Flexible Capital Income C 2.40 4.82 -1.18 6.32 14.00 ---
Nationwide Inv Dest Mod R 2.75 4.76 0.50 5.98 11.84 8.15
MainStay Moderate Allocation B 3.06 4.74 0.78 6.46 13.53 9.03
JHancock Lifestyle Balanced B 2.49 4.74 -0.06 6.28 12.25 8.37
Highland Total Return R 3.07 4.74 0.88 6.23 11.92 7.36
Delaware Foundation Moderate Allc C 2.22 4.74 -0.11 5.87 10.94 7.68
Dunham Appreciation & Income C 2.21 4.72 -1.20 6.70 10.39 7.74
Touchstone Balanced Allocation C 2.22 4.71 -0.23 5.83 10.73 7.51
JHancock Lifestyle Balanced C 2.49 4.70 -0.11 6.24 12.27 8.39
LK Balanced Institutional 1.89 4.69 -2.34 6.30 --- ---
RiverFront Moderate Growth & Income C 3.20 4.67 0.91 6.18 10.00 ---
MainStay Moderate Allocation C 3.06 4.66 0.71 6.38 13.51 9.01
MFS® Moderate Allocation R1 2.74 4.62 0.51 5.95 11.41 8.82
MFS® Moderate Allocation B 2.67 4.62 0.49 5.97 11.41 8.82
Timothy Plan Growth & Income A LW 2.20 4.61 -0.98 7.33 --- ---
Timothy Plan Growth & Income A 2.20 4.61 -0.98 7.33 --- ---
MFS® Moderate Allocation C 2.69 4.61 0.50 5.98 11.42 8.82
Franklin Moderate Allocation C 2.65 4.61 0.78 6.12 10.09 7.18
Wells Fargo Advantage WB Growth Balanced 3.36 4.60 1.16 6.14 14.24 9.27
Timothy Plan Growth & Income I 2.20 4.60 -0.89 7.43 --- ---
MFS® Moderate Allocation 529B 2.70 4.56 0.49 5.90 11.36 8.74
MFS® Moderate Allocation 529C 2.71 4.55 0.50 5.91 11.36 8.74
Ascendant Balanced C 2.67 4.50 0.48 5.19 11.80 ---
Pioneer Solutions Balanced C 2.31 4.45 -0.25 5.95 11.24 7.58
Fidelity® Global Strategies 2.31 4.43 -0.20 5.70 9.72 7.03
Fidelity Advisor® Global Strategies I 2.31 4.42 -0.20 5.69 9.72 7.03
PL Port Optimization Moderate C 2.78 4.34 0.63 5.71 11.26 7.80
Voya Capital Allocation I 2.69 4.33 -0.54 6.09 12.34 8.80
PL Port Optimization Moderate B 2.77 4.33 0.63 5.73 11.24 7.80
Highland Total Return C 3.04 4.29 0.79 5.78 11.34 6.80
HSBC World Selection Balanced Strat B 2.99 4.28 -0.91 5.72 12.18 8.22
Nationwide Inv Dest Mod C 2.64 4.27 0.30 5.48 11.43 7.77
HSBC World Selection Balanced Strat C 2.98 4.27 -0.91 5.71 12.16 8.22
Voya Capital Allocation W 2.60 4.24 -0.54 6.07 12.35 ---
Fidelity Advisor® Global Strategies A LW 2.32 4.20 -0.21 5.43 9.43 6.77
Fidelity Advisor® Global Strategies A 2.32 4.20 -0.21 5.43 9.43 6.77
Voya Capital Allocation A Load Waived 2.63 4.10 -0.55 5.88 12.03 8.49
Voya Capital Allocation A 2.63 4.10 -0.55 5.88 12.03 8.49
Presidential® Managed Rsk Mod I 2.33 4.04 -0.19 5.34 --- ---
Voya Capital Allocation O 2.55 4.03 -0.55 5.82 12.03 8.47
Fidelity Advisor® Global Strategies T 2.22 3.90 -0.31 5.19 9.16 6.51
Timothy Plan Growth & Income C 2.13 3.86 -1.16 6.46 --- ---
Arrow DWA Balanced Institutional 3.26 3.82 1.26 5.55 --- ---
Neuberger Berman AMT Balanced I 3.71 3.78 2.65 6.04 11.63 10.38
Presidential® Managed Rsk Mod A 2.24 3.75 -0.38 5.00 --- ---
Hennessy Balanced Investor 2.34 3.73 1.21 4.17 8.05 6.95
Even Keel Multi-Asset Managed Risk I 2.53 3.66 0.00 5.13 --- ---
Arrow DWA Balanced A Load Waived 3.28 3.56 1.20 5.29 9.87 7.61
Arrow DWA Balanced A 3.28 3.56 1.20 5.29 9.87 7.61
Vantagepoint Diversifying Strategies T 2.56 3.55 0.37 4.32 4.70 3.37
Presidential® Managed Rsk Mod C 2.24 3.55 -0.38 4.74 --- ---
Fidelity Advisor® Global Strategies C 2.25 3.52 -0.42 4.61 8.65 5.98
Northern Global Tactical Asset Allc 2.06 3.48 -1.26 5.07 10.97 7.96
Fidelity Advisor® Global Strategies B 2.23 3.48 -0.41 4.65 8.64 5.98
Voya Capital Allocation C 2.54 3.42 -0.73 4.99 11.18 7.67
Wilmington Strategic Allc Mod Instl 2.67 3.39 0.46 5.22 10.66 ---
Voya Capital Allocation B 2.53 3.30 -0.82 4.93 11.17 7.67
Wilmington Strategic Allc Mod A LW 2.67 3.07 0.49 4.92 10.35 6.77
Wilmington Strategic Allc Mod A 2.67 3.07 0.49 4.92 10.35 6.77
Arrow DWA Balanced C 3.19 2.90 1.04 4.53 9.06 6.81
Hartford Moderate Allocation R5 2.08 2.81 -1.14 4.01 9.91 7.47
Huntington Balanced Allocation A LW 2.04 2.77 -0.17 4.13 9.42 6.57
Huntington Balanced Allocation A 2.04 2.77 -0.17 4.13 9.42 6.57
Hartford Moderate Allocation I 2.00 2.75 -1.20 3.94 9.93 7.49
WOA All Asset I Class I 3.43 2.58 -2.36 4.15 --- ---
Innovator Matrix Income® Institutional -1.03 2.57 -6.80 3.02 --- ---
Centre Multi-Asset Rl Ret Instl 1.73 2.46 -1.87 3.21 --- ---
Sound Mind Investing Balanced 3.09 2.45 0.17 4.62 12.64 ---
Hartford Moderate Allocation R4 2.00 2.45 -1.27 3.58 9.57 7.14
Hartford Moderate Allocation A LW 1.92 2.44 -1.28 3.60 9.58 7.16
Hartford Moderate Allocation A 1.92 2.44 -1.28 3.60 9.58 7.16
Innovator Matrix Income® A Load Waived -1.05 2.41 -6.85 2.82 --- ---
Innovator Matrix Income® A -1.05 2.41 -6.85 2.82 --- ---
Centre Multi-Asset Reall Ret Inv 1.74 2.27 -1.88 2.90 --- ---
Hartford Moderate Allocation R3 2.02 2.26 -1.35 3.33 9.27 6.83
Hartford Moderate Allocation C 1.86 1.78 -1.50 2.86 8.78 6.38
Hartford Moderate Allocation B 1.94 1.78 -1.50 2.76 8.70 6.31
Villere Balanced Inv 3.01 1.64 -1.74 4.47 16.86 15.48
LoCorr Spectrum Income I -0.93 0.76 -6.00 --- --- ---
AllianzGI Multi-Asset Real Return Inst 1.13 0.72 -5.63 0.71 --- ---
Aftershock Strategies I 0.66 0.71 0.12 0.54 --- ---
AllianzGI Multi-Asset Real Return P 1.13 0.66 -5.69 0.57 --- ---
LoCorr Spectrum Income A Load Waived -0.95 0.58 -5.97 --- --- ---
LoCorr Spectrum Income A -0.95 0.58 -5.97 --- --- ---
AllianzGI Multi-Asset Real Return D 1.13 0.52 -5.70 0.48 --- ---
Aftershock Strategies N 0.66 0.52 0.05 0.22 --- ---
AllianzGI Multi-Asset Real Return A LW 1.13 0.46 -5.71 0.47 --- ---
AllianzGI Multi-Asset Real Return A 1.13 0.46 -5.71 0.47 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
LoCorr Spectrum Income C -0.91 -0.07 -6.15 --- --- ---
AllianzGI Multi-Asset Real Return C 1.08 -0.14 -5.89 -0.29 --- ---
Greenspring 1.90 -0.67 -1.11 -0.10 9.80 7.51
Huntington Income Generation C -0.47 -1.76 -3.68 -0.84 --- ---
Catalyst/SMH Total Return Income I -0.93 -5.39 -5.54 -4.26 --- ---
Catalyst/SMH Total Return Income A LW -0.95 -5.59 -5.75 -4.51 7.38 6.19
Catalyst/SMH Total Return Income A -0.95 -5.59 -5.75 -4.51 7.38 6.19
Catalyst/SMH Total Return Income C -1.02 -6.17 -5.78 -5.23 6.65 5.41
Roumell Opportunistic Value Instl 2.70 -8.11 -9.07 -8.96 6.06 ---
Roumell Opportunistic Value A LW 2.71 -8.33 -9.13 -9.16 5.81 ---
Roumell Opportunistic Value A 2.71 -8.33 -9.13 -9.16 5.81 ---
Roumell Opportunistic Value C 2.58 -8.95 -9.25 -9.81 --- ---
RiverNorth Core Opportunity I 1.99 --- -0.22 --- --- ---
Regal Total Return A Load Waived 2.91 --- 1.19 --- --- ---
Regal Total Return A 2.91 --- 1.19 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 3.26 --- 1.25 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 3.12 --- 1.02 --- --- ---
QCI Balanced Institutional 2.57 --- 1.51 --- --- ---
NWM Momentum 0.51 --- -2.55 --- --- ---
Nationwide Inv Dest Mod Instl Svc 2.79 --- 0.64 --- --- ---
Nationwide Diverse Managers Instl Svc 2.22 --- -0.12 --- --- ---
MassMutual RetireSMART Mod R4 2.82 --- 0.57 --- --- ---
MassMutual RetireSMART Mod R3 2.73 --- 0.48 --- --- ---
MassMutual RetireSMART Mod I 2.82 --- 0.67 --- --- ---
MassMutual Premier Balanced R4 3.38 --- 2.18 --- --- ---
MassMutual Premier Balanced R3 3.31 --- 2.18 --- --- ---
MassMutual Premier Balanced I 3.31 --- 2.29 --- --- ---
Legg Mason Lifestyle Allocation 70% R 3.47 --- 0.63 --- --- ---
Legg Mason Dynamic Multi-Strategy R 3.18 --- 1.17 --- --- ---
Issachar N 0.20 --- 0.51 --- --- ---
Huntington Income Generation A LW -0.32 --- -3.55 --- --- ---
Huntington Income Generation A -0.32 --- -3.55 --- --- ---
Even Keel Multi-Asset Managed Risk F 2.53 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C 2.53 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW 2.53 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A 2.53 --- --- --- --- ---
BMO Growth Balanced Y 3.20 --- 1.37 --- --- ---
BMO Growth Balanced R-3 3.20 --- 1.38 --- --- ---
BMO Growth Balanced I 3.19 --- 1.47 --- --- ---
AT Income Opportunities Institutional 3.13 --- 2.31 --- --- ---
American Funds Income Fund of Amer R2E 3.18 --- --- --- --- ---
American Funds Balanced Portfolio R2E 3.13 --- --- --- --- ---
American Funds American Balanced R2E 3.63 --- --- --- --- ---
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