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Data through 10/23/2014. 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 -1.22 3.43 -2.30 6.24 10.92 9.24
Bruce -1.86 11.43 -4.45 15.81 13.88 13.63
SEI Conservative Strategy Allc A (SAAT) 1.64 10.35 0.27 11.60 14.47 14.61
Natixis Diversified Income A LW 2.14 9.85 0.02 8.77 10.63 11.43
Natixis Diversified Income A 2.14 9.85 0.02 8.77 10.63 11.43
SEI Defensive Strategy Allc A (SAAT) 1.40 9.74 0.13 10.96 13.90 14.16
Natixis Diversified Income Y 2.17 9.74 0.08 8.64 --- ---
Natixis Diversified Income C 2.09 9.19 -0.25 7.91 9.77 10.59
Archer Balanced 0.05 8.69 0.50 13.13 11.72 8.32
VY T. Rowe Price Capital Appreciation I -0.04 7.59 0.11 11.77 15.47 13.05
T. Rowe Price Capital Appreciation -0.04 7.40 0.07 11.54 15.42 12.92
VY T. Rowe Price Capital Appreciation S -0.07 7.37 0.04 11.48 15.18 12.76
JHFunds2 Capital Appreciation Value NAV 0.00 7.33 0.00 11.54 15.28 ---
Pioneer Classic Balanced Y -0.81 7.32 -1.11 11.04 12.95 10.35
Innealta Capital Risk Based Opp Mod I -0.27 7.27 -0.46 4.52 --- ---
VY T. Rowe Price Capital Appreciation S2 -0.07 7.26 0.00 11.33 15.02 12.61
Innealta Capital Risk Based Opp Mod N -0.23 7.22 -0.41 4.50 --- ---
T. Rowe Price Capital Appreciation Adv -0.07 7.15 0.00 11.22 15.07 12.59
Westwood Income Opportunity Instl -0.06 7.10 -0.87 9.02 10.92 10.77
VY T. Rowe Price Capital Appreciation A -0.07 7.07 -0.04 11.11 14.79 12.38
Pioneer Classic Balanced A Load Waived -0.81 7.02 -1.21 10.67 12.64 10.00
Pioneer Classic Balanced A -0.81 7.02 -1.21 10.67 12.64 10.00
Innealta Capital Risk Based Opp Mod A LW -0.32 7.01 -0.60 4.30 --- ---
Innealta Capital Risk Based Opp Mod A -0.32 7.01 -0.60 4.30 --- ---
Westwood Income Opportunity A LW -0.06 6.91 -0.94 8.77 10.68 10.51
Westwood Income Opportunity A -0.06 6.91 -0.94 8.77 10.68 10.51
Eaton Vance Balanced I -0.90 6.84 -1.36 10.94 --- ---
Prudential Real Assets Z 0.10 6.83 -4.32 4.54 4.34 ---
State Farm Balanced -1.28 6.74 -0.51 10.48 9.92 8.23
Fidelity® Puritan® K -1.28 6.72 -0.44 11.08 13.89 11.63
Eaton Vance Balanced A Load Waived -0.90 6.65 -1.31 10.67 13.41 10.11
Eaton Vance Balanced A -0.90 6.65 -1.31 10.67 13.41 10.11
Fidelity® Puritan® -1.26 6.64 -0.47 10.96 13.78 11.51
Transamerica Partners Instl Balanced -0.49 6.55 -0.66 10.63 13.17 11.31
AMG Chicago Equity Partners Bal Instl -0.84 6.55 -0.35 9.03 11.96 10.69
Transamerica Multi-Mgd Balanced I -0.45 6.53 -0.61 10.51 12.82 ---
Prudential Real Assets A Load Waived 0.10 6.53 -4.33 4.29 4.07 ---
Prudential Real Assets A 0.10 6.53 -4.33 4.29 4.07 ---
George Putnam Balanced R6 -0.79 6.46 -0.78 --- --- ---
Fidelity® Balanced K -1.00 6.40 -0.42 10.80 13.51 11.54
AMG Chicago Equity Partners Bal Svc -0.87 6.40 -0.38 8.86 --- ---
George Putnam Balanced Y -0.79 6.38 -0.75 10.07 13.00 10.60
Prudential Asset Allocation Z -0.72 6.37 -1.02 10.33 13.20 11.14
George Putnam Balanced R5 -0.79 6.37 -0.75 --- --- ---
AMG Chicago Equity Partners Bal Inv -0.85 6.34 -0.42 8.76 11.68 10.42
Value Line Income & Growth -0.63 6.29 -0.25 10.26 12.56 9.61
Transamerica Partners Balanced -0.42 6.29 -0.71 10.25 12.79 10.92
State Farm Equity & Bond Instl -0.37 6.28 -0.56 9.35 12.25 10.19
Pioneer Classic Balanced C -0.92 6.28 -1.32 9.86 11.72 9.08
Fidelity® Balanced -0.98 6.27 -0.45 10.69 13.38 11.40
Calvert Balanced I -0.26 6.23 -0.59 8.57 12.17 10.57
Transamerica Multi-Mgd Balanced A LW -0.49 6.22 -0.68 10.11 12.37 13.05
Transamerica Multi-Mgd Balanced A -0.49 6.22 -0.68 10.11 12.37 13.05
Pioneer Classic Balanced B -0.92 6.20 -1.42 9.72 11.57 8.99
Fidelity Advisor® Balanced Z -0.96 6.17 -0.37 10.59 --- ---
Prudential Asset Allocation A LW -0.79 6.15 -1.09 10.02 12.86 10.80
Prudential Asset Allocation A -0.79 6.15 -1.09 10.02 12.86 10.80
MainStay Balanced I -0.36 6.14 -1.22 9.40 13.85 11.42
George Putnam Balanced A Load Waived -0.85 6.14 -0.81 9.77 12.71 10.33
George Putnam Balanced A -0.85 6.14 -0.81 9.77 12.71 10.33
Columbia Balanced Y -1.22 6.14 -1.04 10.65 --- ---
Plumb Balanced -1.04 6.13 -1.18 10.97 10.81 8.62
Columbia Balanced R5 -1.22 6.13 -1.06 10.59 14.36 ---
State Farm Equity & Bond R3 -0.47 6.12 -0.66 9.17 12.15 10.10
State Farm Equity & Bond A Legacy LW -0.37 6.11 -0.56 9.01 12.00 9.92
State Farm Equity & Bond A Legacy -0.37 6.11 -0.56 9.01 12.00 9.92
MainStay Balanced R1 -0.36 6.09 -1.22 9.30 13.75 11.31
State Farm Equity & Bond A Load Waived -0.37 6.07 -0.56 9.01 11.97 9.93
State Farm Equity & Bond A -0.37 6.07 -0.56 9.01 11.97 9.93
Fidelity Advisor® Balanced I -0.95 6.04 -0.46 10.42 13.24 11.26
Eaton Vance Balanced B -0.90 6.04 -1.50 9.96 12.59 9.27
Eaton Vance Balanced C -1.01 6.03 -1.60 9.82 12.56 9.31
Columbia Balanced R4 -1.24 6.02 -1.10 10.44 --- ---
State Farm Equity & Bond R2 -0.38 5.99 -0.66 8.88 11.85 9.77
Columbia Balanced Z -1.22 5.98 -1.06 10.44 14.22 11.28
Calvert Balanced Y -0.27 5.97 -0.65 8.23 --- ---
Prudential Asset Allocation R -0.79 5.95 -1.21 9.75 12.63 10.56
Prudential Real Assets C 0.00 5.94 -4.54 3.41 3.29 ---
Prudential Real Assets B 0.00 5.94 -4.53 3.51 3.29 ---
MainStay Income Builder I -1.19 5.94 -1.86 8.57 13.91 12.27
MainStay Balanced A Load Waived -0.39 5.92 -1.28 9.11 13.56 11.14
MainStay Balanced A -0.39 5.92 -1.28 9.11 13.56 11.14
George Putnam Balanced R -0.86 5.90 -0.88 9.46 12.42 10.05
Vanguard Balanced Index I -0.35 5.89 -0.48 9.17 12.49 11.05
Vanguard Balanced Index Adm -0.31 5.88 -0.48 9.17 12.48 11.03
VY Franklin Income I -2.13 5.85 -3.20 8.44 11.82 10.67
Vanguard Wellington™ Admiral™ -1.15 5.85 -1.67 9.81 13.42 11.08
Vanguard Balanced Index Signal -0.35 5.85 -0.50 9.16 12.47 11.02
Columbia Balanced K -1.25 5.85 -1.12 10.25 14.05 ---
MainStay Balanced R2 -0.39 5.84 -1.31 9.00 13.45 11.03
Fidelity Advisor® Balanced A LW -0.94 5.83 -0.49 10.13 12.93 10.96
Fidelity Advisor® Balanced A -0.94 5.83 -0.49 10.13 12.93 10.96
Hennessy Equity and Income Institutional -1.09 5.81 -0.83 8.38 11.13 11.37
Vanguard Wellington™ Inv -1.15 5.80 -1.69 9.71 13.33 11.00
MainStay Income Builder A Load Waived -1.17 5.79 -1.88 8.37 13.64 12.00
MainStay Income Builder A -1.17 5.79 -1.88 8.37 13.64 12.00
Vanguard Balanced Index Inv -0.31 5.78 -0.52 9.02 12.32 10.87
Perkins Value Plus Income I -0.24 5.78 -0.95 7.75 11.06 ---
MainStay Balanced Inv -0.40 5.78 -1.29 8.95 13.36 10.93
Columbia Balanced A Load Waived -1.23 5.78 -1.12 10.18 13.94 11.02
Columbia Balanced A -1.23 5.78 -1.12 10.18 13.94 11.02
Calvert Balanced A Load Waived -0.31 5.77 -0.73 7.99 11.61 10.01
Calvert Balanced A -0.31 5.77 -0.73 7.99 11.61 10.01
American Beacon Balanced AMR -1.74 5.77 -2.21 9.36 14.40 11.38
Perkins Value Plus Income T -0.25 5.76 -0.94 7.67 10.89 ---
George Putnam Balanced M -0.86 5.76 -0.95 9.23 12.16 9.78
American Century Balanced Instl -0.73 5.73 -1.05 9.32 12.35 10.85
Putnam Dynamic Asset Allocation Bal R6 -0.54 5.70 -0.84 9.42 --- ---
State Farm Equity & Bond R1 -0.47 5.69 -0.76 8.56 11.61 9.55
State Farm Equity & Bond B Legacy -0.46 5.69 -0.74 8.56 11.53 9.48
Perkins Value Plus Income D -0.24 5.69 -0.90 7.62 10.91 ---
JHancock Balanced R6 -0.91 5.67 -1.42 9.38 14.05 ---
VY Franklin Income S -2.14 5.65 -3.22 8.26 11.56 10.41
UBS US Allocation P -0.58 5.65 -1.15 10.11 13.50 11.45
Transamerica Multi-Mgd Balanced C -0.54 5.64 -0.85 9.40 11.69 12.40
Perkins Value Plus Income A Load Waived -0.26 5.64 -0.94 7.44 10.78 ---
Perkins Value Plus Income A -0.26 5.64 -0.94 7.44 10.78 ---
MainStay Balanced R3 -0.40 5.64 -1.35 8.74 13.17 10.75
Fidelity Advisor® Balanced T -0.99 5.64 -0.55 9.89 12.69 10.72
Putnam Dynamic Asset Allocation Bal Y -0.47 5.63 -0.86 9.41 13.61 11.15
Putnam Dynamic Asset Allocation Bal R5 -0.54 5.62 -0.87 9.33 --- ---
Manning & Napier Strategic Inc Modrt I -0.63 5.61 -1.41 7.02 --- ---
JHancock Balanced R5 -0.92 5.61 -1.43 9.28 13.96 10.00
Perkins Value Plus Income S -0.34 5.60 -1.01 7.35 10.62 ---
American Funds Income Fund of Amer R5 -1.48 5.59 -2.00 8.60 13.05 11.56
Columbia Balanced R -1.26 5.58 -1.21 9.92 13.67 ---
American Funds Income Fund of Amer R6 -1.53 5.58 -2.03 8.61 13.09 11.62
MainStay Income Builder Inv -1.21 5.56 -1.98 8.07 13.30 11.66
Hotchkis & Wiley Capital Income I -1.66 5.56 -2.06 9.59 15.35 ---
Hennessy Equity and Income Investor -1.16 5.55 -0.92 8.04 10.84 11.09
Prudential Asset Allocation C -0.85 5.54 -1.32 9.22 12.06 10.02
Legg Mason Inv Counsel Social Aware I -0.75 5.54 -0.75 9.79 11.64 9.60
George Putnam Balanced C -0.86 5.54 -1.00 8.98 11.88 9.50
American Beacon Balanced Instl -1.76 5.54 -2.27 9.01 14.08 11.09
VY Franklin Income S2 -2.15 5.53 -3.31 8.14 11.40 10.24
American Century Balanced Inv -0.78 5.53 -1.10 9.10 12.14 10.62
JHancock Balanced I -0.94 5.52 -1.45 9.20 13.93 9.99
State Farm Equity & Bond B -0.47 5.51 -0.84 8.41 11.26 9.24
CornerCap Balanced -1.18 5.51 -1.12 9.77 11.82 8.84
American Funds Income Fund of Amer F2 -1.53 5.51 -2.05 8.46 12.96 11.51
Alger Balanced I-2 -1.04 5.49 -0.97 9.16 8.97 7.79
George Putnam Balanced B -0.92 5.48 -1.00 8.92 11.87 9.49
American Beacon Balanced Y -1.77 5.48 -2.29 8.95 13.98 ---
Prudential Asset Allocation B -0.85 5.47 -1.32 9.22 12.06 10.02
American Funds Income Fund of Amer 529F1 -1.49 5.47 -2.03 8.46 12.92 11.45
VY Franklin Income A -2.11 5.45 -3.31 7.91 11.20 9.98
UBS US Allocation A Load Waived -0.64 5.40 -1.21 9.76 13.16 11.11
UBS US Allocation A -0.64 5.40 -1.21 9.76 13.16 11.11
Transamerica Multi-Mgd Balanced B -0.57 5.40 -0.93 9.12 11.38 12.10
Scharf Balanced Opportunity Inv -2.08 5.39 -2.84 8.82 --- ---
JHancock Balanced R4 -0.97 5.39 -1.48 9.06 13.71 9.72
Franklin Balanced R6 -1.63 5.38 -2.46 7.82 --- ---
Putnam Dynamic Asset Allocation Bal A LW -0.54 5.37 -0.93 9.07 13.40 10.86
Putnam Dynamic Asset Allocation Bal A -0.54 5.37 -0.93 9.07 13.40 10.86
Delaware Dividend Income Instl -1.63 5.37 -2.68 8.58 14.03 11.96
JHancock Balanced R2 -0.94 5.36 -1.50 8.98 --- ---
American Funds Income Fund of Amer A LW -1.48 5.36 -2.05 8.37 12.77 11.31
American Funds Income Fund of Amer A -1.48 5.36 -2.05 8.37 12.77 11.31
Manning & Napier Strategic Inc Modrt S -0.72 5.35 -1.56 6.68 --- ---
Cavanal Hill Balanced I -0.15 5.33 -0.64 8.08 10.53 9.72
Hartford Balanced Y -1.45 5.30 -1.64 9.63 13.31 10.88
American Funds Income Fund of Amer F1 -1.53 5.30 -2.13 8.24 12.69 11.24
Legg Mason Inv Counsel Social Aware A LW -0.78 5.29 -0.78 9.46 11.33 9.31
Legg Mason Inv Counsel Social Aware A -0.78 5.29 -0.78 9.46 11.33 9.31
American Funds Income Fund of Amer 529A -1.53 5.29 -2.08 8.22 12.67 11.20
American Funds Income Fund of Amer 52 LW -1.53 5.29 -2.08 8.22 12.67 11.20
JHancock Balanced A Load Waived -0.96 5.28 -1.58 8.84 13.52 9.56
JHancock Balanced A -0.96 5.28 -1.58 8.84 13.52 9.56
Franklin Balanced Adv -1.72 5.28 -2.57 7.60 11.36 10.69
Sterling Capital Strategic Allc Bal I -1.50 5.27 -2.58 7.92 9.95 8.19
Hotchkis & Wiley Capital Income A LW -1.63 5.26 -1.99 9.29 16.14 ---
Hotchkis & Wiley Capital Income A -1.63 5.26 -1.99 9.29 16.14 ---
Hartford Balanced R5 -1.41 5.26 -1.65 9.57 13.25 10.81
American Funds Income Fund of Amer R4 -1.53 5.26 -2.12 8.25 12.70 11.22
Fidelity Advisor® Balanced C -0.98 5.24 -0.68 9.34 12.09 10.12
Hartford Balanced HLS IA -1.31 5.23 -1.59 9.56 13.55 10.96
American Beacon Balanced Inv -1.79 5.22 -2.35 8.64 13.71 10.72
Columbia Balanced C -1.30 5.17 -1.30 9.36 13.10 10.18
MainStay Balanced C -0.45 5.16 -1.48 8.14 12.51 10.11
MainStay Balanced B -0.48 5.16 -1.51 8.13 12.51 10.11
Delaware Dividend Income A Load Waived -1.65 5.16 -2.74 8.31 13.75 11.67
Delaware Dividend Income A -1.65 5.16 -2.74 8.31 13.75 11.67
Putnam Dynamic Asset Allocation Bal R -0.55 5.15 -1.00 8.80 13.02 10.59
Fidelity Advisor® Balanced B -0.99 5.15 -0.69 9.24 12.02 10.05
Cavanal Hill Balanced A Load Waived -0.22 5.15 -0.71 7.75 10.22 ---
Cavanal Hill Balanced A -0.22 5.15 -0.71 7.75 10.22 ---
Timothy Plan Defensive Strategies I 0.26 5.14 -4.98 1.02 --- ---
American Beacon Balanced A Load Waived -1.80 5.14 -2.37 8.54 13.53 ---
American Beacon Balanced A -1.80 5.14 -2.37 8.54 13.53 ---
Columbia Balanced B -1.31 5.12 -1.33 9.30 13.08 10.18
Calvert Balanced C -0.40 5.12 -0.92 7.14 10.71 9.11
JHancock Balanced R3 -0.97 5.09 -1.58 8.58 13.29 9.35
American Beacon Balanced Adv -1.80 5.08 -2.39 8.53 13.54 10.55
Cavanal Hill Balanced Inv -0.21 5.07 -0.78 7.75 10.25 9.44
American Funds Income Fund of Amer 529E -1.54 5.07 -2.15 7.92 12.39 10.91
Janus Balanced N -0.44 5.06 -0.60 8.71 --- ---
MassMutual Premier Balanced R5 -1.00 5.04 -1.30 8.57 12.08 10.40
Hartford Balanced R4 -1.44 5.04 -1.72 9.28 12.89 10.48
American Funds Income Fund of Amer R3 -1.53 5.03 -2.20 7.88 12.34 10.88
Sterling Capital Strategic Allc Bal A LW -1.58 5.02 -2.67 7.61 9.64 7.91
Sterling Capital Strategic Allc Bal A -1.58 5.02 -2.67 7.61 9.64 7.91
Franklin Balanced A Load Waived -1.75 5.02 -2.65 7.29 11.05 10.35
Franklin Balanced A -1.75 5.02 -2.65 7.29 11.05 10.35
Perkins Value Plus Income C -0.30 5.01 -1.11 6.78 10.11 ---
Hartford Balanced HLS IB -1.37 5.01 -1.68 9.27 13.26 10.68
JHancock Balanced R1 -0.99 5.00 -1.60 8.52 13.16 9.24
Putnam Dynamic Asset Allocation Bal M -0.54 4.99 -1.06 8.56 12.74 10.31
Hartford Balanced A Load Waived -1.47 4.99 -1.71 9.18 12.82 10.40
Hartford Balanced A -1.47 4.99 -1.71 9.18 12.82 10.40
MainStay Income Builder C -1.25 4.98 -2.15 7.32 12.47 10.83
Janus Balanced I -0.45 4.96 -0.64 8.60 13.15 9.85
Timothy Plan Defensive Strategies A LW 0.17 4.95 -4.98 0.71 0.80 ---
Timothy Plan Defensive Strategies A 0.17 4.95 -4.98 0.71 0.80 ---
Janus Aspen Balanced Instl -0.46 4.94 -0.62 8.62 13.41 10.13
Delaware Dividend Income R -1.67 4.93 -2.80 8.03 13.46 11.40
American Funds American Balanced R6 -1.21 4.93 -0.93 9.69 14.12 12.30
American Funds American Balanced R5 -1.17 4.93 -0.94 9.68 14.07 12.25
MainStay Income Builder B -1.24 4.92 -2.15 7.31 12.47 10.82
Dodge & Cox Balanced -2.50 4.92 -2.10 10.08 17.19 12.56
Sit Balanced -0.39 4.91 -0.44 9.65 11.20 9.62
Janus Balanced D -0.47 4.91 -0.66 8.51 13.08 9.76
MassMutual Premier Balanced Svc -1.03 4.86 -1.33 8.43 11.89 10.23
American Funds American Balanced F2 -1.17 4.86 -0.95 9.59 14.01 12.18
Janus Balanced T -0.49 4.82 -0.68 8.39 12.96 9.65
Federated MDT Balanced Instl -1.47 4.82 -2.07 9.06 13.49 9.69
American Funds College 2024 529F1 -0.66 4.82 -1.24 7.35 --- ---
Calvert Balanced B -0.40 4.81 -1.01 6.78 10.41 8.85
American Funds American Balanced 529F -1.18 4.81 -0.97 9.53 13.91 12.09
Sextant Core -0.79 4.79 -1.27 6.51 7.81 7.10
Putnam Dynamic Asset Allocation Bal C -0.55 4.77 -1.13 8.26 12.46 10.05
MassMutual Premier Balanced Adm -1.07 4.77 -1.37 8.26 11.71 10.04
Hartford Checks and Balances R5 -1.54 4.76 -2.12 9.00 13.81 10.30
UBS US Allocation C -0.68 4.75 -1.40 8.94 12.32 10.28
Pax World Balanced Instl -0.98 4.74 -1.29 7.50 10.86 8.86
Janus Balanced A Load Waived -0.48 4.74 -0.70 8.28 12.81 9.54
Janus Balanced A -0.48 4.74 -0.70 8.28 12.81 9.54
American Funds College 2024 529-A LW -0.67 4.74 -1.24 7.16 --- ---
American Funds College 2024 529-A -0.67 4.74 -1.24 7.16 --- ---
Hartford Balanced R3 -1.52 4.73 -1.81 8.93 12.55 10.15
Putnam Dynamic Asset Allocation Bal B -0.61 4.72 -1.12 8.21 12.46 10.04
MFS® Total Return R5 -0.99 4.72 -1.38 8.38 --- ---
Hilton Yield Plus Institutional -0.72 4.72 -1.75 7.55 --- ---
American Funds Income Fund of Amer B -1.59 4.72 -2.27 7.52 11.91 10.46
Legg Mason Inv Counsel Social Aware C -0.83 4.70 -0.97 8.67 10.58 8.60
American Funds American Balanced A LW -1.17 4.70 -0.96 9.42 13.76 11.94
American Funds American Balanced A -1.17 4.70 -0.96 9.42 13.76 11.94
American Funds Income Fund of Amer C -1.55 4.69 -2.27 7.49 11.88 10.42
JHancock Balanced C -0.99 4.68 -1.70 8.09 12.73 8.81
JHancock Balanced B -0.99 4.68 -1.70 8.10 12.73 8.80
MFS® Total Return I -1.00 4.67 -1.39 8.30 12.13 9.80
Hartford Checks and Balances I -1.62 4.67 -2.12 9.00 13.81 10.29
American Funds American Balanced R4 -1.21 4.67 -1.02 9.33 13.74 11.91
MFS® Total Return R4 -1.00 4.66 -1.39 8.29 12.14 9.80
American Funds Income Fund of Amer R1 -1.58 4.65 -2.31 7.43 11.84 10.40
MassMutual Premier Balanced A LW -1.09 4.63 -1.40 8.07 11.47 9.80
MassMutual Premier Balanced A -1.09 4.63 -1.40 8.07 11.47 9.80
Federated MDT Balanced A Load Waived -1.47 4.63 -2.14 8.83 13.23 9.41
Federated MDT Balanced A -1.47 4.63 -2.14 8.83 13.23 9.41
American Funds Income Fund of Amer R2 -1.59 4.63 -2.32 7.43 11.87 10.39
Janus Balanced S -0.51 4.62 -0.76 8.15 12.68 9.38
American Funds American Balanced F1 -1.21 4.62 -1.02 9.32 13.72 11.91
American Funds Income Fund of Amer 529C -1.58 4.61 -2.28 7.37 11.79 10.33
American Funds Income Fund of Amer 529B -1.58 4.61 -2.29 7.35 11.77 10.32
American Funds American Balanced 529A LW -1.21 4.59 -1.03 9.28 13.67 11.85
American Funds American Balanced 529A -1.21 4.59 -1.03 9.28 13.67 11.85
Pax World Balanced Individual Inv -0.99 4.58 -1.34 7.23 10.58 8.60
WesMark Balanced -1.10 4.56 -1.54 8.04 9.91 9.20
Franklin Balanced C -1.66 4.54 -2.76 6.69 10.29 9.59
Advance Capital I Balanced Instl -1.66 4.53 -1.86 7.73 11.33 10.29
RiverNorth Core Opportunity R -0.99 4.50 -3.20 7.50 11.67 10.30
Delaware Dividend Income C -1.70 4.50 -2.92 7.49 12.91 10.84
Hartford Checks and Balances R4 -1.59 4.49 -2.16 8.63 13.46 9.96
MFS® Total Return A Load Waived -1.02 4.48 -1.46 8.04 11.85 9.50
MFS® Total Return A -1.02 4.48 -1.46 8.04 11.85 9.50
Hilton Yield Plus Investor -0.72 4.48 -1.81 7.27 --- ---
Hartford Checks and Balances A LW -1.61 4.48 -2.18 8.73 13.50 10.00
Hartford Checks and Balances A -1.61 4.48 -2.18 8.73 13.50 10.00
American Funds College 2024 529-E -0.67 4.48 -1.33 6.88 --- ---
American Beacon Balanced C -1.86 4.48 -2.55 7.68 12.69 ---
MFS® Total Return R3 -1.02 4.47 -1.46 8.03 11.84 9.52
Schwab Balanced -0.26 4.46 -0.26 8.03 11.63 9.86
Sterling Capital Strategic Allc Bal C -1.59 4.45 -2.88 6.87 8.81 7.09
Janus Balanced R -0.52 4.41 -0.81 7.86 12.39 9.11
MFS® Total Return 529A Load Waived -1.02 4.40 -1.47 8.01 11.80 9.43
MFS® Total Return 529A -1.02 4.40 -1.47 8.01 11.80 9.43
Sterling Capital Strategic Allc Bal B -1.63 4.37 -2.83 6.77 8.80 7.09
Federated MDT Balanced R -1.54 4.37 -2.20 8.50 12.83 8.97
Hartford Balanced C -1.54 4.36 -1.93 8.47 12.02 9.61
American Funds American Balanced R3 -1.26 4.36 -1.10 8.99 13.39 11.57
American Funds American Balanced 529E -1.25 4.36 -1.09 9.02 13.38 11.56
Pax World Balanced R -1.02 4.32 -1.41 6.97 10.29 8.32
Vanguard LifeStrategy Moderate Gr Inv -0.95 4.29 -1.77 6.71 10.66 9.20
Mairs & Power Balanced Inv -0.61 4.29 -1.83 7.00 14.43 12.06
Leuthold Core Investment I -0.95 4.29 -3.57 7.82 10.53 6.21
Advance Capital I Balanced Retail -1.72 4.26 -1.92 7.45 11.02 10.00
Vanguard STAR Inv -1.16 4.25 -2.06 7.36 12.08 9.96
Timothy Plan Defensive Strategies C 0.09 4.22 -5.20 -0.12 0.01 ---
Hartford Balanced B -1.52 4.22 -1.96 8.28 11.85 9.46
MFS® Total Return R2 -1.04 4.21 -1.58 7.74 11.56 9.24
Legg Mason Inv Counsel Social Aware B -0.89 4.20 -1.14 8.17 10.08 8.32
Hartford Checks and Balances R3 -1.70 4.20 -2.28 8.27 13.11 9.60
Leuthold Core Investment Retail -1.00 4.16 -3.64 7.72 10.39 6.09
USAA First Start Growth -1.66 4.13 -2.71 7.64 12.23 10.45
Janus Balanced C -0.52 4.13 -0.87 7.53 11.99 8.74
Frost Moderate Allocation Instl -1.23 4.11 -2.23 7.05 10.26 8.00
American Funds American Balanced B -1.25 4.05 -1.16 8.58 12.93 11.10
American Funds College 2027 529F1 -1.20 4.04 -1.90 7.47 --- ---
American Funds American Balanced R1 -1.26 4.03 -1.21 8.53 12.88 11.07
Federated MDT Balanced C -1.56 4.02 -2.29 8.05 12.37 8.61
American Funds American Balanced C -1.30 4.02 -1.21 8.51 12.85 11.05
American Funds American Balanced R2 -1.30 4.00 -1.20 8.56 12.92 11.10
American Funds College 2027 529-A LW -1.20 3.97 -1.99 7.26 --- ---
American Funds College 2027 529-A -1.20 3.97 -1.99 7.26 --- ---
American Funds College 2024 529-C -0.76 3.96 -1.50 6.29 --- ---
American Funds College 2024 529-B -0.76 3.96 -1.50 6.30 --- ---
JHancock Lifestyle II Balanced 1 -0.85 3.94 -2.07 --- --- ---
American Funds American Balanced 529B -1.29 3.94 -1.23 8.42 12.76 10.97
Voya Strategic Allocation Moderate I -1.08 3.93 -1.92 6.63 11.58 9.36
Nationwide HighMark Balanced Instl -0.76 3.93 -1.08 6.53 --- ---
1789 Growth and Income P -1.95 3.93 -4.27 8.63 --- ---
Hartford Checks and Balances C -1.63 3.92 -2.30 7.94 12.67 9.20
American Funds American Balanced 529C -1.29 3.92 -1.22 8.41 12.78 10.98
BMO Growth Balanced R-6 -1.09 3.91 -2.06 --- --- ---
Nationwide HighMark Balanced InSvc -0.77 3.90 -1.08 6.45 10.38 8.94
JHancock Lifestyle II Balanced R6 -0.87 3.90 -2.09 --- --- ---
Frost Moderate Allocation A Load Waived -1.30 3.87 -2.38 6.73 9.97 7.72
Frost Moderate Allocation A -1.30 3.87 -2.38 6.73 9.97 7.72
American Funds Balanced Portfolio F2 -1.25 3.87 -1.69 7.16 --- ---
Intrepid Capital Institutional -2.11 3.86 -2.34 5.90 10.27 ---
Hartford Checks and Balances B -1.65 3.86 -2.32 7.86 12.58 9.12
American Funds Balanced Portfolio R6 -1.30 3.85 -1.67 7.26 --- ---
MFS® Total Return R1 -1.09 3.84 -1.65 7.23 11.01 8.70
Voya Solution Balanced I -1.03 3.82 -2.05 6.48 11.45 9.16
TETON Westwood Balanced I -0.77 3.82 -1.35 7.10 11.21 8.91
MFS® Total Return B -1.09 3.82 -1.65 7.20 11.01 8.71
MFS® Total Return C -1.08 3.81 -1.65 7.24 11.02 8.71
Lord Abbett Multi-Asset Balanced Opp I -1.41 3.81 -2.82 6.32 12.54 9.36
American Funds Balanced Portfolio R5 -1.31 3.81 -1.68 7.20 --- ---
MFS® Total Return 529C -1.08 3.78 -1.66 7.20 10.95 8.63
MFS® Total Return 529B -1.04 3.78 -1.67 7.21 10.95 8.64
JPMorgan Investor Balanced Select -0.92 3.75 -1.63 6.67 10.08 8.38
JPMorgan Diversified Instl -1.05 3.74 -2.25 6.69 12.81 10.45
Voya Strategic Allocation Moderate S -1.09 3.73 -2.00 6.36 11.27 9.10
Lord Abbett Multi-Asset Balanced Opp F -1.34 3.73 -2.77 6.30 12.43 9.28
American Funds Balanced Portfolio 529F1 -1.34 3.73 -1.71 7.09 --- ---
American Funds College 2027 529-E -1.21 3.72 -2.00 6.96 --- ---
Calamos Growth & Income I -1.31 3.71 -2.06 7.25 9.24 8.44
Rainier Balanced Institutional -0.71 3.70 -0.77 8.24 10.61 9.03
Voya Balanced I -1.24 3.68 -2.12 6.41 11.54 9.76
1789 Growth and Income A Load Waived -1.96 3.68 -4.35 8.37 --- ---
1789 Growth and Income A -1.96 3.68 -4.35 8.37 --- ---
Nuveen Strategy Balanced Allc I -1.47 3.67 -2.63 6.50 10.69 8.89
American Funds Balanced Portfolio A LW -1.30 3.66 -1.74 6.90 --- ---
American Funds Balanced Portfolio A -1.30 3.66 -1.74 6.90 --- ---
Nationwide HighMark Balanced A LW -0.77 3.65 -1.15 6.20 10.11 8.67
Nationwide HighMark Balanced A -0.77 3.65 -1.15 6.20 10.11 8.67
TETON Westwood Balanced AAA -0.77 3.62 -1.34 6.91 10.96 8.65
American Funds Balanced Portfolio R4 -1.31 3.62 -1.75 6.84 --- ---
QS Legg Mason Dynamic Multi-Strategy A -1.50 3.61 -2.72 6.79 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -1.50 3.61 -2.72 6.79 --- ---
American Century Strat Allc: Mod R6 -0.94 3.61 -2.18 6.10 --- ---
Thrivent Balanced Income Plus I -0.86 3.60 -1.45 6.56 12.46 10.63
American Funds Balanced Portfolio F1 -1.32 3.60 -1.76 6.91 --- ---
Madison Diversified Income A LW -0.88 3.59 -1.46 6.71 9.74 9.54
Madison Diversified Income A -0.88 3.59 -1.46 6.71 9.74 9.54
Innovator Matrix Income® Institutional -0.95 3.59 -6.44 3.78 --- ---
American Funds Balanced Portfolio 529A -1.33 3.59 -1.77 6.89 --- ---
American Funds Balanced Portfolio 529 LW -1.33 3.59 -1.77 6.89 --- ---
JPMorgan Investor Growth & Income Sel -1.35 3.58 -2.27 7.49 12.49 9.99
Intrepid Capital -2.18 3.58 -2.41 5.55 9.97 9.83
American Century One Choice® Mod Inv -1.06 3.58 -2.13 6.24 11.20 9.61
JPMorgan Investor Balanced A LW -0.92 3.57 -1.69 6.42 9.83 8.12
JPMorgan Investor Balanced A -0.92 3.57 -1.69 6.42 9.83 8.12
Voya Solution Balanced S -1.04 3.56 -2.05 6.26 11.18 8.89
RidgeWorth Moderate Allocation Strat I -0.70 3.55 -1.73 6.38 9.66 8.24
Wells Fargo Advantage Growth Balanced Ad -0.81 3.54 -1.58 7.06 13.96 11.21
JPMorgan Diversified Sel -1.07 3.54 -2.32 6.43 12.53 10.18
Lord Abbett Multi-Asset Balanced Opp A -1.43 3.53 -2.89 6.05 12.22 9.06
Lord Abbett Multi-Asset Balanced Op A LW -1.43 3.53 -2.89 6.05 12.22 9.06
ICON Risk-Managed Balanced S -0.23 3.51 -0.16 4.08 8.51 6.59
New Covenant Balanced Growth -2.01 3.50 -1.66 6.20 10.37 8.45
Calamos Growth & Income A Load Waived -1.33 3.50 -2.12 6.96 8.97 8.18
Calamos Growth & Income A -1.33 3.50 -2.12 6.96 8.97 8.18
American Century Strat Allc: Mod Instl -1.07 3.50 -2.22 5.94 10.99 9.49
ESG Managers® Balanced Port Inst -0.93 3.49 -2.01 6.26 10.66 ---
Nuveen Strategy Balanced Allc A LW -1.45 3.47 -2.76 6.23 10.39 8.62
Nuveen Strategy Balanced Allc A -1.45 3.47 -2.76 6.23 10.39 8.62
Dreyfus Balanced Opportunity J -1.60 3.47 -1.38 7.95 13.02 10.10
Dreyfus Balanced Opportunity I -1.60 3.47 -1.38 7.93 13.07 10.19
RidgeWorth Moderate Allocation Strat A -0.79 3.46 -1.82 6.28 9.48 8.01
RidgeWorth Moderate Allocation Stra A LW -0.79 3.46 -1.82 6.28 9.48 8.01
Rainier Balanced Original -0.79 3.46 -0.91 7.95 10.30 8.73
Jamestown Balanced -2.11 3.45 -2.43 8.60 12.56 9.87
Voya Solution Balanced S2 -1.14 3.44 -2.11 6.05 10.99 ---
Voya Retirement Moderate Growth I -1.13 3.44 -2.22 5.80 10.71 8.93
Voya Balanced S -1.32 3.44 -2.20 6.11 11.22 9.47
Principal SAM Balanced Inst -1.16 3.44 -2.13 6.34 11.65 10.06
Innovator Matrix Income® A Load Waived -0.97 3.44 -6.45 3.50 --- ---
Innovator Matrix Income® A -0.97 3.44 -6.45 3.50 --- ---
Fidelity Asset Manager® 50% -0.85 3.44 -1.83 5.72 9.71 8.60
Dreyfus Balanced Opportunity Z -1.57 3.44 -1.39 7.88 12.84 9.96
Victory Balanced I -2.09 3.43 -2.00 7.58 13.10 9.67
American Funds Balanced Portfolio 529E -1.31 3.42 -1.83 6.61 --- ---
TETON Westwood Balanced A Load Waived -0.77 3.41 -1.39 6.60 10.70 8.38
TETON Westwood Balanced A -0.77 3.41 -1.39 6.60 10.70 8.38
JPMorgan Investor Growth & Income A LW -1.33 3.41 -2.30 7.34 12.23 9.73
JPMorgan Investor Growth & Income A -1.33 3.41 -2.30 7.34 12.23 9.73
Great-West Moderate Profile II Init -0.76 3.41 -1.92 5.72 10.80 8.76
American Funds Balanced Portfolio R3 -1.31 3.39 -1.83 6.61 --- ---
Lord Abbett Multi-Asset Balanced Opp P -1.38 3.38 -2.95 5.86 12.04 8.89
Fidelity Advisor Asset Manager® 50% I -0.87 3.36 -1.84 5.69 9.65 8.54
T. Rowe Price Personal Strat Balanced -1.22 3.35 -2.53 6.25 12.21 10.31
Lord Abbett Multi-Asset Balanced Opp R3 -1.38 3.35 -2.95 5.80 11.97 8.82
Sentinel Balanced I -1.91 3.34 -1.85 7.16 11.92 10.50
Wells Fargo Advantage Growth Balanced A -0.86 3.33 -1.65 6.77 13.67 10.93
Wells Fargo Advantage Growth Balanc A LW -0.86 3.33 -1.65 6.77 13.67 10.93
Voya Solution Balanced A -1.15 3.33 -2.16 5.96 10.89 8.49
T. Rowe Price Balanced -1.38 3.32 -2.51 6.65 12.16 10.23
Principal SAM Balanced R5 -1.16 3.32 -2.14 6.15 11.39 9.79
JPMorgan Diversified A Load Waived -1.12 3.32 -2.38 6.13 12.24 9.89
JPMorgan Diversified A -1.12 3.32 -2.38 6.13 12.24 9.89
ICON Risk-Managed Balanced A LW -0.30 3.32 -0.16 3.90 8.23 6.35
ICON Risk-Managed Balanced A -0.30 3.32 -0.16 3.90 8.23 6.35
Fidelity Asset Manager® 60% -1.12 3.32 -2.29 6.14 10.96 9.22
Nuveen Strategy Balanced Allc R3 -1.44 3.31 -2.77 6.00 10.13 8.35
ESG Managers® Balanced Port A LW -0.93 3.30 -2.02 6.00 10.39 ---
ESG Managers® Balanced Port A -0.93 3.30 -2.02 6.00 10.39 ---
Capital Guardian Core Balanced Instl -0.48 3.30 -2.55 --- --- ---
USAA Cornerstone Moderately Agrsv -1.87 3.29 -3.34 5.05 8.88 7.59
Osterweis Strategic Investment -0.64 3.28 -2.59 6.38 15.44 ---
Lord Abbett Multi-Asset Balanced Opp R2 -1.37 3.28 -2.94 5.75 11.87 8.75
Dreyfus Balanced Opportunity A LW -1.61 3.28 -1.43 7.70 12.80 9.91
Dreyfus Balanced Opportunity A -1.61 3.28 -1.43 7.70 12.80 9.91
Principal SAM Balanced J -1.12 3.27 -2.11 6.12 11.34 9.68
Principal SAM Balanced A Load Waived -1.10 3.27 -2.13 6.05 11.30 9.69
Principal SAM Balanced A -1.10 3.27 -2.13 6.05 11.30 9.69
Great-West Moderate Profile I Init -0.85 3.26 -2.00 5.55 10.61 8.60
First Investors Total Return Instl -1.33 3.26 -1.63 7.43 --- ---
Calamos Growth & Income R -1.37 3.26 -2.17 6.68 8.69 7.90
Columbia Capital Allocation Moderate Y -0.87 3.25 -1.53 5.88 --- ---
USAA Cornerstone Moderate -1.52 3.24 -2.78 5.07 8.93 8.07
Thrivent Moderate Allocation I -1.12 3.24 -2.09 5.70 10.54 9.11
Columbia Capital Allocation Moderate R5 -0.87 3.24 -1.54 5.85 --- ---
Fidelity Advisor Asset Manager® 60% I -1.20 3.23 -2.29 6.03 10.85 9.16
Thrivent Balanced Income Plus A LW -0.88 3.22 -1.54 6.14 11.97 10.12
Thrivent Balanced Income Plus A -0.88 3.22 -1.54 6.14 11.97 10.12
Principal SAM Balanced R4 -1.13 3.22 -2.17 6.03 11.26 9.66
Great-West Moderate Profile II L -0.75 3.22 -2.05 5.49 10.50 ---
American Funds College 2027 529-C -1.22 3.22 -2.17 6.43 --- ---
American Funds College 2027 529-B -1.29 3.21 -2.24 6.30 --- ---
American Century Strat Allc: Mod Inv -1.07 3.21 -2.27 5.73 10.78 9.27
Victory Balanced A Load Waived -2.12 3.19 -2.07 7.28 12.80 9.21
Victory Balanced A -2.12 3.19 -2.07 7.28 12.80 9.21
Manning & Napier Pro-Blend Extnd Term I -2.46 3.19 -4.64 5.24 10.99 9.36
AllianzGI Income & Growth Institutional -1.17 3.18 -2.24 6.99 11.82 10.81
First Investors Total Return Adv -1.30 3.17 -1.64 7.17 --- ---
Fidelity Advisor Asset Manager® 50% A LW -0.87 3.17 -1.91 5.37 9.36 8.26
Fidelity Advisor Asset Manager® 50% A -0.87 3.17 -1.91 5.37 9.36 8.26
Invesco Moderate Allocation R5 -1.38 3.16 -3.13 4.16 9.61 8.72
Nationwide HighMark Balanced C -0.77 3.15 -1.25 5.51 9.45 8.01
Touchstone Balanced Allocation Instl -1.16 3.14 -2.38 5.19 9.57 8.24
Calamos Growth & Income B -1.39 3.14 -2.26 6.57 8.57 7.61
Touchstone Balanced Allocation Y -1.15 3.13 -2.29 5.25 9.59 8.24
Great-West SecureFoundation® Balanced G -0.70 3.13 -1.72 5.52 10.71 ---
Columbia Capital Allocation Moderate Z -0.83 3.13 -1.49 5.68 10.05 ---
Sentinel Balanced A Load Waived -1.90 3.12 -1.91 6.90 11.73 10.37
Sentinel Balanced A -1.90 3.12 -1.91 6.90 11.73 10.37
Invesco Moderate Allocation Y -1.40 3.12 -3.15 4.11 9.59 8.71
1789 Growth and Income C -2.05 3.12 -4.54 7.62 10.94 ---
Voya Retirement Moderate Growth A -1.12 3.11 -2.36 5.37 10.30 8.51
Columbia Capital Allocation Moderate R4 -0.92 3.11 -1.59 5.67 --- ---
AllianzGI Income & Growth P -1.17 3.10 -2.26 6.84 11.71 10.70
JPMorgan Investor Balanced C -0.99 3.08 -1.84 5.74 9.23 7.53
TETON Westwood Balanced C -0.83 3.07 -1.51 6.08 10.15 7.84
Manning & Napier Pro-Blend Extnd Term S -2.44 3.07 -4.67 4.98 10.73 9.11
Great-West SecureFoundation® Bal ETF A -0.78 3.07 -1.89 5.39 --- ---
Great-West SecureFoundation® Bal ET A LW -0.78 3.07 -1.89 5.39 --- ---
JPMorgan Investor Balanced B -0.99 3.05 -1.89 5.80 9.23 7.54
PNC Balanced Allocation I -0.92 3.04 -2.03 5.44 11.13 8.97
American Funds Balanced Portfolio C -1.34 3.04 -1.93 6.16 --- ---
American Century Strat Allc: Mod A LW -1.07 3.04 -2.33 5.49 10.53 8.98
American Century Strat Allc: Mod A -1.07 3.04 -2.33 5.49 10.53 8.98
RidgeWorth Moderate Allocation Strat C -0.80 3.03 -1.92 5.69 8.82 7.32
Lord Abbett Multi-Asset Balanced Opp B -1.42 3.02 -3.01 5.33 11.45 8.29
Columbia Flexible Capital Income I -1.70 3.02 -3.74 6.13 13.10 ---
Principal SAM Balanced R3 -1.19 3.01 -2.23 5.76 11.05 9.45
Dunham Appreciation & Income N -2.48 3.01 -3.37 6.76 9.06 8.34
Columbia Capital Allocation Moderate K -0.87 3.01 -1.62 5.43 9.85 8.79
Buffalo Flexible Income -2.09 3.01 -3.12 5.76 10.84 10.55
New Century Balanced -1.38 3.00 -2.66 5.76 10.59 8.67
Madison Moderate Allocation A LW -0.99 3.00 -1.96 6.10 9.85 8.15
Madison Moderate Allocation A -0.99 3.00 -1.96 6.10 9.85 8.15
Invesco Moderate Allocation S -1.36 3.00 -3.19 3.95 9.43 8.57
Thrivent Moderate Allocation A LW -1.14 2.99 -2.18 5.36 10.15 8.74
Thrivent Moderate Allocation A -1.14 2.99 -2.18 5.36 10.15 8.74
Delaware Foundation Moderate Allc I -1.18 2.99 -2.85 4.83 9.99 8.45
Outfitter -1.54 2.98 -2.10 4.22 --- ---
Great-West SecureFoundation® Balanced G1 -0.77 2.98 -1.79 5.36 10.58 ---
Victory Balanced R -2.14 2.97 -2.14 6.98 12.45 8.86
Fidelity Advisor Asset Manager® 60% A LW -1.21 2.96 -2.39 5.74 10.58 8.88
Fidelity Advisor Asset Manager® 60% A -1.21 2.96 -2.39 5.74 10.58 8.88
Columbia Flexible Capital Income Z -1.70 2.96 -3.77 5.98 12.98 ---
American Funds Balanced Portfolio B -1.43 2.96 -1.95 6.05 --- ---
American Funds Balanced Portfolio 529C -1.37 2.96 -1.96 6.04 --- ---
Columbia Flexible Capital Income R5 -1.69 2.95 -3.81 6.03 --- ---
Touchstone Balanced Allocation A LW -1.14 2.94 -2.36 5.00 9.30 7.96
Touchstone Balanced Allocation A -1.14 2.94 -2.36 5.00 9.30 7.96
American Funds Balanced Portfolio R1 -1.42 2.94 -1.94 6.12 --- ---
Nuveen Strategy Growth Allocation I -1.96 2.93 -3.49 6.48 11.98 9.53
Madison Diversified Income C -0.94 2.93 -1.70 5.89 --- ---
JPMorgan Diversified C -1.12 2.93 -2.44 5.67 11.67 9.35
Columbia Flexible Capital Income R4 -1.69 2.93 -3.75 6.02 --- ---
Columbia Capital Allocation Moderate A -0.89 2.93 -1.64 5.32 9.75 8.68
Columbia Capital Allocation Moderat A LW -0.89 2.93 -1.64 5.32 9.75 8.68
Madison Diversified Income B -0.94 2.92 -1.64 5.89 8.94 8.75
JPMorgan Investor Growth & Income B -1.41 2.92 -2.44 6.69 11.62 9.13
Great-West SecureFoundation® Balanced L -0.69 2.92 -1.82 5.23 10.42 ---
Dunham Appreciation & Income A LW -2.40 2.92 -3.38 6.60 8.81 8.09
Dunham Appreciation & Income A -2.40 2.92 -3.38 6.60 8.81 8.09
American Century Strat Allc: Mod R -1.08 2.92 -2.40 5.15 10.20 8.72
Lord Abbett Multi-Asset Balanced Opp C -1.50 2.91 -3.09 5.24 11.44 8.30
JPMorgan Investor Growth & Income C -1.42 2.91 -2.42 6.69 11.62 9.12
First Investors Total Return A LW -1.35 2.91 -1.74 7.01 12.66 10.69
First Investors Total Return A -1.35 2.91 -1.74 7.01 12.66 10.69
Fidelity Advisor Asset Manager® 50% T -0.89 2.91 -1.98 5.14 9.10 7.99
American Funds Balanced Portfolio R2 -1.42 2.91 -2.01 6.02 --- ---
Principal SAM Balanced R2 -1.17 2.89 -2.27 5.58 10.85 9.26
Fidelity Asset Manager® 70% -1.59 2.88 -2.90 6.29 12.16 9.97
American Funds Balanced Portfolio 529B -1.43 2.88 -1.95 6.03 --- ---
Fidelity Advisor Asset Manager® 70% I -1.54 2.87 -2.85 6.25 12.14 9.92
Calamos Growth & Income C -1.41 2.86 -2.30 6.17 8.15 7.36
BNY Mellon Asset Allocation M -1.37 2.86 -2.21 5.67 9.96 7.75
JPMorgan Diversified B -1.19 2.85 -2.50 5.61 11.66 9.34
AllianzGI Income & Growth A Load Waived -1.27 2.85 -2.32 6.52 11.41 10.41
AllianzGI Income & Growth A -1.27 2.85 -2.32 6.52 11.41 10.41
Nuveen Strategy Balanced Allc C -1.49 2.84 -2.90 5.49 9.58 7.82
JHancock Lifestyle Balanced R6 -1.46 2.84 -2.63 5.49 11.13 ---
JHancock Lifestyle Balanced 5 -1.46 2.84 -2.63 5.50 11.14 9.29
Invesco Moderate Allocation A LW -1.47 2.84 -3.21 3.85 9.31 8.45
Invesco Moderate Allocation A -1.47 2.84 -3.21 3.85 9.31 8.45
FPA Crescent -1.67 2.83 -3.17 7.36 12.14 10.33
PNC Balanced Allocation A Load Waived -0.99 2.82 -2.09 5.23 10.81 8.68
PNC Balanced Allocation A -0.99 2.82 -2.09 5.23 10.81 8.68
Manning & Napier Pro-Blend Extnd Term R -2.52 2.82 -4.77 4.70 10.45 ---
AllianceBern Balance Wealth Strat I -1.56 2.82 -3.15 4.89 9.63 7.73
AllianceBern Balance Wealth Strat Adv -1.56 2.82 -3.14 4.87 9.63 7.76
JHancock Lifestyle Balanced 1 -1.48 2.81 -2.64 5.45 11.09 9.24
Virtus Balanced A Load Waived -1.70 2.79 -4.11 6.12 10.29 9.28
Virtus Balanced A -1.70 2.79 -4.11 6.12 10.29 9.28
ICON Risk-Managed Balanced C -0.26 2.79 -0.34 3.15 7.46 5.54
Nuveen Strategy Growth Allocation A LW -1.97 2.78 -3.58 6.25 11.72 9.28
Nuveen Strategy Growth Allocation A -1.97 2.78 -3.58 6.25 11.72 9.28
Columbia Capital Allocation Mod Agrsv Y -1.18 2.77 -1.87 6.15 --- ---
AllianzGI Income & Growth D -1.26 2.76 -2.38 6.49 11.42 10.41
JHancock Lifestyle Balanced R5 -1.48 2.75 -2.65 5.37 11.02 9.16
Columbia Capital Allocation Mod Agrsv R5 -1.19 2.75 -1.86 6.05 --- ---
Delaware Foundation Moderate Allc A LW -1.25 2.74 -2.91 4.57 9.73 8.19
Delaware Foundation Moderate Allc A -1.25 2.74 -2.91 4.57 9.73 8.19
Wells Fargo Advantage Growth Balanced B -0.90 2.72 -1.82 5.99 12.81 10.09
Principal SAM Balanced R1 -1.24 2.72 -2.34 5.45 10.71 9.10
Disciplined Growth Investors -0.32 2.72 1.49 8.33 14.51 ---
Columbia Flexible Capital Income W -1.70 2.72 -3.84 5.65 12.70 ---
Wells Fargo Advantage Growth Balanced C -0.92 2.71 -1.82 6.00 12.82 10.10
Fidelity Advisor Asset Manager® 60% T -1.21 2.70 -2.48 5.44 10.30 8.60
Tributary Balanced Instl Plus -1.51 2.69 -2.48 6.46 11.67 ---
Columbia Capital Allocation Mod Agrsv Z -1.15 2.69 -1.90 5.97 11.25 9.81
Columbia Flexible Capital Income A LW -1.70 2.68 -3.83 5.71 12.72 ---
Columbia Flexible Capital Income A -1.70 2.68 -3.83 5.71 12.72 ---
Oppenheimer Moderate Inv Y -1.28 2.67 -2.62 5.41 9.96 8.68
Columbia Capital Allocation Mod Agrsv R4 -1.14 2.67 -1.89 6.02 --- ---
Dreyfus Balanced Opportunity C -1.66 2.66 -1.61 6.86 11.92 9.07
Columbia Capital Allocation Moderate R -0.96 2.66 -1.70 5.07 9.49 ---
Invesco Moderate Allocation R -1.46 2.65 -3.28 3.51 9.03 8.17
BNY Mellon Asset Allocation Inv -1.46 2.65 -2.27 5.45 9.65 7.48
ESG Managers® Balanced Port C -1.03 2.64 -2.20 5.18 9.57 ---
ASTON/Montag & Caldwell Balanced I -0.08 2.64 -1.13 6.38 9.12 8.10
Fidelity Advisor Asset Manager® 70% A LW -1.59 2.63 -2.95 5.97 11.83 9.61
Fidelity Advisor Asset Manager® 70% A -1.59 2.63 -2.95 5.97 11.83 9.61
AllianzGI Income & Growth R -1.19 2.63 -2.41 6.35 11.17 ---
Victory Balanced C -2.13 2.62 -2.20 6.55 12.00 8.41
JHancock Lifestyle Balanced R4 -1.47 2.60 -2.70 5.17 10.79 8.89
AllianceBern Balance Wealth Strat A LW -1.57 2.60 -3.23 4.56 9.30 7.42
AllianceBern Balance Wealth Strat A -1.57 2.60 -3.23 4.56 9.30 7.42
Columbia Capital Allocation Mod Agrsv K -1.19 2.58 -1.94 5.84 --- ---
TIAA-CREF Managed Allc Inst -1.33 2.57 -2.27 5.38 11.51 9.84
SEI Aggressive Strategy A (SAAT) -1.77 2.57 -3.65 5.38 12.57 10.08
Nuveen Strategy Growth Allocation R3 -2.00 2.57 -3.63 5.96 11.44 9.01
American Century Strat Allc: Mod B -1.08 2.57 -2.39 4.78 9.70 8.20
Virtus Tactical Allocation A LW -1.93 2.56 -4.72 6.22 10.96 9.41
Virtus Tactical Allocation A -1.93 2.56 -4.72 6.22 10.96 9.41
Principal SAM Balanced B -1.23 2.56 -2.32 5.21 10.38 8.79
American Century Strat Allc: Mod C -1.07 2.56 -2.51 4.76 9.69 8.18
Principal SAM Balanced C -1.25 2.55 -2.40 5.21 10.44 8.86
ASTON/Montag & Caldwell Balanced N -0.08 2.55 -1.15 6.31 9.02 7.96
Delaware Foundation Moderate Allc R -1.26 2.54 -2.99 4.30 9.42 7.92
Fidelity Advisor Asset Manager® 50% B -0.90 2.53 -2.05 4.63 8.54 7.46
Tributary Balanced Instl -1.50 2.52 -2.53 6.21 11.46 11.89
JHancock Lifestyle Balanced A LW -1.50 2.52 -2.72 5.05 10.62 8.78
JHancock Lifestyle Balanced A -1.50 2.52 -2.72 5.05 10.62 8.78
Pioneer Ibbotson Moderate Allocation Y -1.62 2.50 -2.90 5.23 9.98 8.38
Oppenheimer Moderate Inv A Load Waived -1.29 2.49 -2.64 5.12 9.72 8.40
Oppenheimer Moderate Inv A -1.29 2.49 -2.64 5.12 9.72 8.40
Fidelity Advisor Asset Manager® 50% C -0.96 2.49 -2.11 4.60 8.52 7.45
Russell LifePoints Balanced Strategy R1 -1.44 2.48 -3.00 4.33 9.10 8.04
Columbia Flexible Capital Income R -1.70 2.48 -3.89 5.42 12.41 ---
Sentinel Balanced C -1.99 2.47 -2.09 6.06 10.84 9.49
Elfun Diversified -1.64 2.47 -2.31 5.19 10.77 8.10
Praxis Genesis Balanced A Load Waived -1.20 2.46 -2.15 5.06 9.53 ---
Praxis Genesis Balanced A -1.20 2.46 -2.15 5.06 9.53 ---
Franklin Moderate Allocation Advisor -1.23 2.46 -1.84 5.01 8.97 7.75
Dreyfus Moderate Allocation -1.27 2.46 -2.35 4.51 9.37 7.92
AllianceBern Balance Wealth Strat K -1.65 2.46 -3.31 4.42 9.24 7.36
Prudential Moderate Allocation Z -1.44 2.44 -2.83 4.71 10.35 8.70
GE Instl Strategic Investment Inv -1.61 2.44 -2.26 5.12 10.81 8.05
Fidelity Advisor Asset Manager® 70% T -1.59 2.44 -3.04 5.70 11.53 9.33
SEI Aggressive Strategy I (SAAT) -1.80 2.43 -3.73 5.16 12.28 9.80
Manning & Napier Pro-Blend Extnd Term C -2.49 2.43 -4.86 4.24 9.91 ---
Calvert Moderate Allocation A LW -0.89 2.43 -1.98 5.12 11.16 8.91
Calvert Moderate Allocation A -0.89 2.43 -1.98 5.12 11.16 8.91
JHancock Lifestyle Balanced R2 -1.48 2.42 -2.77 4.92 --- ---
Columbia Capital Allocation Mod Agrsv A -1.21 2.42 -1.96 5.70 10.96 9.53
Columbia Capital Allocation Mod Agr A LW -1.21 2.42 -1.96 5.70 10.96 9.53
Schwab MarketTrack Balanced Investor -0.78 2.41 -1.90 4.97 10.26 8.75
Russell LifePoints Balanced Strategy S -1.44 2.41 -3.08 4.23 8.96 7.91
Madison Moderate Allocation C -0.99 2.40 -2.13 5.34 9.03 7.35
Madison Moderate Allocation B -1.08 2.40 -2.13 5.34 9.00 7.33
TIAA-CREF Managed Allc R -1.31 2.38 -2.33 5.13 11.25 9.55
MFS® Moderate Allocation R4 -0.87 2.38 -2.38 4.61 10.14 9.49
LK Balanced Institutional -3.67 2.38 -4.84 5.54 --- ---
Columbia Capital Allocation Mod Agrsv T -1.22 2.38 -1.97 5.65 10.91 ---
TIAA-CREF Managed Allc Retail -1.31 2.37 -2.33 5.11 11.28 9.57
Fidelity Advisor Asset Manager® 60% C -1.23 2.36 -2.59 4.94 9.73 8.06
MFS® Moderate Allocation I -0.91 2.35 -2.47 4.55 10.12 9.48
PNC Balanced Allocation C -0.99 2.34 -2.25 4.48 10.05 7.89
Fidelity Advisor Asset Manager® 60% B -1.21 2.33 -2.56 4.99 9.73 8.06
TIAA-CREF Lifestyle Moderate Instl -1.37 2.32 -2.34 5.14 --- ---
TIAA-CREF Lifestyle Moderate Premier -1.32 2.30 -2.37 4.98 --- ---
QS Legg Mason Lifestyle Allocation 70% I -1.98 2.29 -3.16 6.14 12.93 10.70
Columbia Capital Allocation Moderate C -1.01 2.29 -1.75 4.57 8.95 7.88
Touchstone Balanced Allocation C -1.25 2.28 -2.55 4.21 8.49 7.15
Russell LifePoints Balanced Strategy R4 -1.45 2.28 -3.10 4.08 8.84 7.77
Pioneer Ibbotson Moderate Allocation A -1.64 2.28 -3.01 4.89 9.62 8.01
Pioneer Ibbotson Moderate Allocatio A LW -1.64 2.28 -3.01 4.89 9.62 8.01
Invesco Moderate Allocation C -1.43 2.28 -3.35 3.08 8.49 7.65
Invesco Moderate Allocation B -1.43 2.27 -3.35 3.08 8.52 7.65
AllianzGI Income & Growth C -1.25 2.27 -2.48 5.84 10.62 9.59
VALIC Company I Asset Allocation -1.73 2.26 -3.17 5.94 10.97 9.73
Timothy Plan Growth & Income A LW -1.18 2.26 -2.94 6.77 --- ---
Timothy Plan Growth & Income A -1.18 2.26 -2.94 6.77 --- ---
Dunham Appreciation & Income C -2.44 2.26 -3.52 5.77 7.99 7.26
Timothy Plan Growth & Income I -1.18 2.25 -2.85 6.87 --- ---
Virtus Balanced C -1.71 2.24 -4.26 5.32 9.46 8.47
First Investors Total Return B -1.45 2.24 -1.96 6.15 11.81 9.89
AllianceBern Balance Wealth Strat R -1.58 2.24 -3.32 4.17 8.90 7.05
VALIC Company II Moderate Gr Lifestyle -1.44 2.23 -2.90 5.05 11.07 10.05
Nationwide Inv Dest Mod I -0.98 2.23 -2.60 4.31 9.96 8.41
MassMutual RetireSMART Moderate Svc -1.03 2.23 -2.63 4.25 9.98 ---
MassMutual RetireSMART Moderate R5 -1.03 2.23 -2.64 4.27 9.97 ---
JHancock Lifestyle Balanced R3 -1.51 2.23 -2.80 4.75 10.35 8.51
Columbia Capital Allocation Mod Agrsv R -1.20 2.23 -2.03 5.44 10.70 9.26
Oppenheimer Moderate Inv R -1.39 2.21 -2.75 4.77 9.42 8.10
JHancock Lifestyle Balanced R1 -1.49 2.21 -2.84 4.63 10.21 8.38
Franklin Moderate Allocation A LW -1.23 2.21 -1.90 4.76 8.68 7.48
Franklin Moderate Allocation A -1.23 2.21 -1.90 4.76 8.68 7.48
Dreyfus Growth Allocation -1.63 2.21 -2.75 5.09 11.31 9.03
Columbia Capital Allocation Moderate B -1.01 2.20 -1.83 4.55 8.94 7.87
Virtus Balanced B -1.71 2.19 -4.26 5.32 9.46 8.47
MainStay Moderate Allocation I -1.76 2.19 -2.44 5.63 12.13 9.80
Ascendant Balanced I -1.69 2.18 -3.07 5.66 10.37 ---
Prudential Moderate Allocation A LW -1.44 2.17 -2.90 4.48 10.07 8.43
Prudential Moderate Allocation A -1.44 2.17 -2.90 4.48 10.07 8.43
Vantagepoint Model Port Tradtnl Gr TM -1.10 2.16 -2.50 5.10 --- ---
TIAA-CREF Lifestyle Moderate Retirement -1.34 2.15 -2.40 4.90 --- ---
QS Legg Mason Lifestyle Allocation A LW -1.97 2.15 -3.20 5.90 12.71 10.46
QS Legg Mason Lifestyle Allocation 70% A -1.97 2.15 -3.20 5.90 12.71 10.46
GE Instl Strategic Investment Svc -1.63 2.15 -2.42 4.83 10.49 7.69
Delaware Foundation Moderate Allc C -1.25 2.15 -3.10 3.81 8.90 7.38
Russell LifePoints Balanced Strategy A -1.46 2.14 -3.11 3.90 8.68 7.64
Russell LifePoints Balanced Strateg A LW -1.46 2.14 -3.11 3.90 8.68 7.64
MFS® Moderate Allocation R3 -0.87 2.14 -2.46 4.31 9.84 9.21
Russell LifePoints Balanced Strategy E -1.45 2.13 -3.09 3.96 8.65 7.64
MFS® Moderate Allocation A Load Waived -0.93 2.13 -2.50 4.29 9.84 9.21
MFS® Moderate Allocation A -0.93 2.13 -2.50 4.29 9.84 9.21
MassMutual RetireSMART Moderate Admin -1.03 2.13 -2.72 4.07 9.89 ---
Transamerica Asset Allc Mod Gr I -1.39 2.12 -2.10 5.85 11.73 ---
TIAA-CREF Lifestyle Moderate Retail -1.36 2.12 -2.41 4.86 --- ---
Nuveen Strategy Growth Allocation C -2.03 2.11 -3.75 5.33 10.86 8.46
MFS® Moderate Allocation 529A LW -0.94 2.11 -2.52 4.26 9.79 9.14
MFS® Moderate Allocation 529A -0.94 2.11 -2.52 4.26 9.79 9.14
Columbia Flexible Capital Income C -1.79 2.11 -4.03 4.94 11.87 ---
SunAmerica Focused Balanced Strategy A -1.25 2.09 -2.32 4.84 9.05 7.55
SunAmerica Focused Balanced Strateg A LW -1.25 2.09 -2.32 4.84 9.05 7.55
Russell LifePoints Balanced Strategy R5 -1.45 2.07 -3.17 3.78 8.59 7.51
MainStay Moderate Allocation A LW -1.70 2.06 -2.46 5.42 11.87 9.54
MainStay Moderate Allocation A -1.70 2.06 -2.46 5.42 11.87 9.54
Eudora 0.58 2.06 -1.70 2.00 --- ---
BlackRock Growth Prepared Instl -2.19 2.05 -2.90 7.14 13.47 10.80
Franklin Moderate Allocation R -1.30 2.03 -1.97 4.52 8.42 7.21
PL Port Optimization Moderate Adv -1.32 2.01 -2.47 4.29 --- ---
Fidelity Advisor Asset Manager® 70% C -1.65 2.00 -3.15 5.14 10.98 8.81
Prudential Moderate Allocation R -1.51 1.97 -2.98 4.16 9.75 8.15
Ascendant Balanced A Load Waived -1.70 1.97 -3.08 5.44 10.07 ---
Ascendant Balanced A -1.70 1.97 -3.08 5.44 10.07 ---
AllianceBern Balance Wealth Strat B -1.66 1.95 -3.41 3.75 8.51 6.65
Nationwide Inv Dest Mod A Load Waived -1.07 1.94 -2.69 3.93 9.61 8.10
Nationwide Inv Dest Mod A -1.07 1.94 -2.69 3.93 9.61 8.10
MassMutual RetireSMART Moderate A LW -1.03 1.94 -2.72 3.94 9.60 ---
MassMutual RetireSMART Moderate A -1.03 1.94 -2.72 3.94 9.60 ---
AllianceBern Balance Wealth Strat C -1.66 1.94 -3.40 3.76 8.52 6.67
Vantagepoint Model Port Tradtnl Gr Inv M -1.10 1.93 -2.57 4.82 10.28 8.52
Fidelity Advisor Asset Manager® 70% B -1.68 1.93 -3.17 5.09 10.89 8.72
Virtus Tactical Allocation B -2.00 1.92 -4.95 5.41 10.13 8.59
Transamerica Asset Allc Mod Gr A LW -1.46 1.92 -2.17 5.53 11.36 8.72
Transamerica Asset Allc Mod Gr A -1.46 1.92 -2.17 5.53 11.36 8.72
SEI Aggressive Strategy D (SAAT) -1.81 1.91 -3.85 4.59 11.68 ---
MFS® Moderate Allocation R2 -0.95 1.91 -2.55 4.03 9.56 8.93
MainStay Moderate Allocation Inv -1.70 1.91 -2.46 5.25 11.70 9.36
InvestEd Balanced Load Waived -1.47 1.91 -2.27 5.60 10.40 7.62
InvestEd Balanced -1.47 1.91 -2.27 5.60 10.40 7.62
JHancock Lifestyle Balanced C -1.56 1.89 -2.90 4.28 9.84 8.00
RiverFront Moderate Growth & Income I -1.55 1.88 -2.75 4.65 8.53 ---
PL Port Optimization Moderate A LW -1.32 1.87 -2.48 4.09 9.29 8.24
PL Port Optimization Moderate A -1.32 1.87 -2.48 4.09 9.29 8.24
JHancock Lifestyle Balanced B -1.57 1.87 -2.92 4.25 9.80 7.97
Virtus Tactical Allocation C -2.09 1.85 -4.98 5.32 10.08 8.57
Fidelity Advisor® Global Strategies I -1.14 1.85 -2.96 3.29 7.56 6.74
Oppenheimer Moderate Inv B -1.41 1.84 -2.86 4.30 8.86 7.51
Nationwide Inv Dest Mod Svc -1.07 1.83 -2.70 3.89 9.53 7.98
Columbia Capital Allocation Mod Agrsv B -1.24 1.81 -2.15 4.90 10.12 8.70
Calvert Moderate Allocation C -0.93 1.81 -2.15 4.35 10.34 8.10
Columbia Capital Allocation Mod Agrsv C -1.29 1.78 -2.19 4.91 10.13 8.71
Nationwide Inv Dest Mod R -1.09 1.77 -2.72 3.70 9.28 7.73
Oppenheimer Moderate Inv C -1.42 1.75 -2.88 4.32 8.87 7.55
Fidelity® Global Strategies -1.15 1.75 -2.97 3.19 7.52 6.72
Transamerica Instl Asst Allc Itm/Lg Hrzn -1.55 1.74 -2.96 4.98 11.48 9.82
Highland Total Return Y -1.76 1.74 -2.58 4.28 9.73 7.33
Transamerica Asset Allc Mod Gr R -1.46 1.72 -2.18 5.35 11.17 8.53
AdvisorOne Liahona N -1.11 1.71 -2.29 4.19 8.62 7.84
BlackRock Growth Prepared Inv A LW -2.22 1.69 -3.01 6.71 13.05 10.39
BlackRock Growth Prepared Inv A -2.22 1.69 -3.01 6.71 13.05 10.39
RiverFront Moderate Growth & Income A LW -1.56 1.67 -2.84 4.45 8.26 ---
RiverFront Moderate Growth & Income A -1.56 1.67 -2.84 4.45 8.26 ---
Pioneer Ibbotson Moderate Allocation C -1.77 1.66 -3.24 4.12 8.87 7.26
PL Port Optimization Moderate R -1.33 1.65 -2.55 3.91 9.05 7.99
Fidelity Advisor® Global Strategies A LW -1.15 1.62 -2.97 3.03 7.27 6.47
Fidelity Advisor® Global Strategies A -1.15 1.62 -2.97 3.03 7.27 6.47
BlackRock Growth Prepared R -2.23 1.62 -3.09 6.49 12.84 10.21
Russell LifePoints Balanced Strategy C -1.48 1.61 -3.30 3.18 7.88 6.83
Timothy Plan Growth & Income C -1.19 1.60 -3.05 5.99 --- ---
LoCorr Spectrum Income I -0.81 1.60 -5.58 --- --- ---
MFS® Moderate Allocation B -0.95 1.59 -2.65 3.54 9.02 8.40
GuidePath Tact Constnd Asst Allc Instl -1.63 1.59 -3.45 4.59 --- ---
MFS® Moderate Allocation R1 -0.96 1.58 -2.65 3.52 9.02 8.39
Franklin Moderate Allocation C -1.32 1.58 -2.14 3.98 7.87 6.66
QS Legg Mason Lifestyle Allocation 70% C -2.06 1.57 -3.39 5.18 11.93 9.82
Prudential Moderate Allocation C -1.52 1.57 -3.05 3.65 9.25 7.62
Fallen Angels Income -1.35 1.57 -2.85 5.42 12.16 9.48
Prudential Moderate Allocation B -1.45 1.56 -3.05 3.71 9.25 7.61
MFS® Moderate Allocation C -1.01 1.56 -2.66 3.53 9.02 8.39
Highland Total Return A Load Waived -1.74 1.55 -2.61 4.05 9.47 7.08
Highland Total Return A -1.74 1.55 -2.61 4.05 9.47 7.08
VALIC Company I Dynamic Allocation -1.74 1.54 -3.26 4.83 --- ---
SunAmerica Focused Balanced Strategy C -1.35 1.54 -2.49 4.20 8.34 6.87
SunAmerica Focused Balanced Strategy B -1.30 1.51 -2.44 4.12 8.33 6.84
Pioneer Ibbotson Moderate Allocation B -1.78 1.50 -3.26 3.96 8.74 7.14
MFS® Moderate Allocation 529B -1.03 1.50 -2.68 3.45 8.98 8.31
Ascendant Balanced C -1.80 1.50 -3.34 4.42 9.25 ---
SunAmerica Focused Multi-Asset Strat A -1.44 1.48 -2.66 4.65 7.13 6.49
SunAmerica Focused Multi-Asset Stra A LW -1.44 1.48 -2.66 4.65 7.13 6.49
MFS® Moderate Allocation 529C -0.97 1.48 -2.69 3.45 8.97 8.31
HSBC World Selection Balanced Strat A LW -2.28 1.48 -4.32 3.29 10.12 8.42
HSBC World Selection Balanced Strat A -2.28 1.48 -4.32 3.29 10.12 8.42
LoCorr Spectrum Income A Load Waived -0.73 1.44 -5.55 --- --- ---
LoCorr Spectrum Income A -0.73 1.44 -5.55 --- --- ---
Transamerica Asset Allc Interm/Long Hrzn -1.62 1.41 -3.06 4.56 11.10 9.54
Presidential® Managed Rsk Mod I -1.63 1.38 -3.11 --- --- ---
Fidelity Advisor® Global Strategies T -1.15 1.32 -3.09 2.78 6.99 6.20
Nationwide Inv Dest Mod C -1.17 1.31 -2.90 3.22 8.86 7.33
Transamerica Asset Allc Mod Gr C -1.53 1.30 -2.38 4.82 10.59 8.00
QS Legg Mason Lifestyle Allocation 70% B -2.11 1.30 -3.49 4.89 11.65 9.53
Transamerica Asset Allc Mod Gr B -1.52 1.29 -2.36 4.77 10.54 7.94
Highland Total Return R -1.82 1.29 -2.72 3.73 9.23 6.84
MainStay Moderate Allocation C -1.79 1.26 -2.70 4.43 10.85 8.53
MainStay Moderate Allocation B -1.79 1.26 -2.70 4.43 10.85 8.56
PL Port Optimization Moderate C -1.41 1.23 -2.71 3.39 8.59 7.51
PL Port Optimization Moderate B -1.41 1.23 -2.71 3.41 8.57 7.51
Voya Capital Allocation W -1.83 1.22 -3.76 3.29 9.77 ---
Voya Capital Allocation I -1.92 1.22 -3.85 3.22 9.77 8.30
Presidential® Managed Rsk Mod A -1.63 1.18 -3.21 --- --- ---
GuidePath Tact Constnd Asst Allc Svc -1.63 1.15 -3.62 4.01 9.69 ---
RiverFront Moderate Growth & Income C -1.58 1.09 -2.95 3.65 7.49 ---
BlackRock Growth Prepared Inv C -2.33 1.09 -3.21 5.93 12.20 9.58
Northern Global Tactical Asset Allc -1.86 1.06 -3.80 2.96 8.98 7.68
Voya Capital Allocation O -1.77 1.05 -3.74 3.09 9.49 8.03
Voya Capital Allocation A Load Waived -1.85 1.05 -3.81 3.07 9.46 8.03
Voya Capital Allocation A -1.85 1.05 -3.81 3.07 9.46 8.03
Fidelity Advisor® Global Strategies C -1.17 1.02 -3.12 2.29 6.47 5.69
Presidential® Managed Rsk Mod C -1.63 0.99 -3.21 --- --- ---
SunAmerica Focused Multi-Asset Strat C -1.45 0.97 -2.80 3.99 6.47 5.83
SunAmerica Focused Multi-Asset Strat B -1.45 0.97 -2.80 3.96 6.44 5.81
Even Keel Multi-Asset Managed Risk I -1.58 0.94 -2.79 3.52 --- ---
Compass EMP Multi-Asset Growth A LW -2.52 0.93 -4.62 4.80 6.66 4.61
Compass EMP Multi-Asset Growth A -2.52 0.93 -4.62 4.80 6.66 4.61
Fidelity Advisor® Global Strategies B -1.26 0.91 -3.19 2.25 6.44 5.67
Highland Total Return C -1.80 0.90 -2.79 3.23 8.64 6.28
Hennessy Balanced Investor -1.86 0.89 -2.01 3.05 6.34 6.77
HSBC World Selection Balanced Strat C -2.28 0.88 -4.46 2.56 9.30 7.60
HSBC World Selection Balanced Strat B -2.29 0.88 -4.47 2.56 9.31 7.60
Wells Fargo Advantage WB Growth Balanced -1.18 0.85 -2.80 3.45 10.84 8.65
LoCorr Spectrum Income C -0.80 0.84 -5.72 --- --- ---
Compass EMP Multi-Asset Growth T -2.48 0.77 -4.60 4.60 6.41 ---
Wilmington Strategic Allc Mod Instl -1.23 0.51 -2.43 2.89 7.88 ---
Hartford Moderate Allocation I -2.05 0.51 -4.15 2.45 7.78 7.25
Centre Multi-Asset Rl Ret Instl -1.61 0.51 -4.30 1.87 --- ---
Hartford Moderate Allocation R5 -2.06 0.48 -4.16 2.37 7.74 7.21
Voya Capital Allocation C -1.94 0.47 -3.99 2.20 8.63 7.21
Huntington Balanced Allocation A LW -1.27 0.46 -2.66 2.38 7.34 6.18
Huntington Balanced Allocation A -1.27 0.46 -2.66 2.38 7.34 6.18
Voya Capital Allocation B -1.94 0.38 -3.97 2.25 8.61 7.21
Compass EMP Multi-Asset Growth C -2.53 0.35 -4.77 4.00 5.82 3.82
Centre Multi-Asset Reall Ret Inv -1.72 0.31 -4.32 1.56 --- ---
Hartford Moderate Allocation A LW -2.05 0.28 -4.15 2.20 7.47 6.94
Hartford Moderate Allocation A -2.05 0.28 -4.15 2.20 7.47 6.94
Hartford Moderate Allocation R4 -2.11 0.21 -4.21 2.11 7.39 6.90
Wilmington Strategic Allc Mod A LW -1.23 0.19 -2.49 2.59 7.58 6.38
Wilmington Strategic Allc Mod A -1.23 0.19 -2.49 2.59 7.58 6.38
Arrow DWA Balanced Institutional -0.61 0.14 -2.59 2.87 --- ---
Aftershock Strategies I 1.00 0.05 -0.65 -0.56 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Hartford Moderate Allocation R3 -2.13 0.00 -4.32 1.76 7.09 6.58
Arrow DWA Balanced A Load Waived -0.68 -0.14 -2.67 2.60 7.83 7.07
Arrow DWA Balanced A -0.68 -0.14 -2.67 2.60 7.83 7.07
Aftershock Strategies N 1.06 -0.14 -0.72 -0.88 --- ---
Hartford Moderate Allocation C -2.13 -0.31 -4.31 1.45 6.67 6.15
AllianzGI Multi-Asset Real Return Inst -2.27 -0.33 -7.70 -1.87 --- ---
Hartford Moderate Allocation B -2.20 -0.39 -4.38 1.29 6.56 6.07
AllianzGI Multi-Asset Real Return P -2.33 -0.40 -7.76 -2.00 --- ---
AllianzGI Multi-Asset Real Return D -2.27 -0.47 -7.71 -2.09 --- ---
Neuberger Berman AMT Balanced I -0.27 -0.49 -0.93 2.91 8.76 9.46
AllianzGI Multi-Asset Real Return A LW -2.27 -0.53 -7.72 -2.11 --- ---
AllianzGI Multi-Asset Real Return A -2.27 -0.53 -7.72 -2.11 --- ---
Arrow DWA Balanced C -0.71 -0.71 -2.84 1.81 7.04 6.28
Sound Mind Investing Balanced -1.82 -0.96 -3.34 2.21 10.32 ---
AllianzGI Multi-Asset Real Return C -2.36 -1.13 -7.92 -2.86 --- ---
Huntington Income Generation C -1.57 -1.60 -4.68 -2.90 --- ---
Villere Balanced Inv -1.30 -1.64 -4.12 1.41 14.19 15.38
WOA All Asset I Class I -4.47 -1.66 -7.69 -0.51 --- ---
Greenspring -1.64 -2.48 -3.66 -2.47 8.45 7.31
Catalyst/SMH Total Return Income I -0.68 -5.00 -6.86 -5.74 --- ---
Catalyst/SMH Total Return Income A LW -0.70 -5.02 -6.91 -5.82 5.48 6.60
Catalyst/SMH Total Return Income A -0.70 -5.02 -6.91 -5.82 5.48 6.60
Catalyst/SMH Total Return Income C -0.76 -5.70 -7.10 -6.70 4.70 5.78
Roumell Opportunistic Value Instl -7.82 -10.14 -12.25 -12.15 3.27 ---
Roumell Opportunistic Value A LW -7.78 -10.37 -12.32 -12.37 2.98 ---
Roumell Opportunistic Value A -7.78 -10.37 -12.32 -12.37 2.98 ---
Roumell Opportunistic Value C -7.90 -10.92 -12.45 -13.08 --- ---
RiverNorth Core Opportunity I -1.06 --- --- --- --- ---
Regal Total Return A Load Waived -1.20 --- -1.69 --- --- ---
Regal Total Return A -1.20 --- -1.69 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I -1.42 --- -2.57 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C -1.50 --- -2.89 --- --- ---
QCI Balanced Institutional -0.85 --- -1.41 --- --- ---
NWM Momentum -0.10 --- -3.04 --- --- ---
Nationwide Inv Dest Mod Instl Svc -0.98 --- -2.62 --- --- ---
Nationwide Diverse Managers Instl Svc -1.00 --- -2.68 --- --- ---
MassMutual RetireSMART Mod R4 -1.12 --- -2.72 --- --- ---
MassMutual RetireSMART Mod R3 -1.03 --- -2.81 --- --- ---
MassMutual RetireSMART Mod I -1.03 --- -2.63 --- --- ---
MassMutual Premier Balanced R4 -1.09 --- -1.40 --- --- ---
MassMutual Premier Balanced R3 -1.10 --- -1.48 --- --- ---
MassMutual Premier Balanced I -1.07 --- -1.30 --- --- ---
Legg Mason Lifestyle Allocation 70% R -2.03 --- -3.26 --- --- ---
Legg Mason Dynamic Multi-Strategy R -1.50 --- -2.72 --- --- ---
Issachar N 0.11 --- -0.29 --- --- ---
Huntington Income Generation A LW -1.53 --- -4.45 --- --- ---
Huntington Income Generation A -1.53 --- -4.45 --- --- ---
Even Keel Multi-Asset Managed Risk F --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A --- --- --- --- --- ---
BMO Growth Balanced Y -1.09 --- -2.06 --- --- ---
BMO Growth Balanced R-3 -1.09 --- -2.16 --- --- ---
BMO Growth Balanced I -0.99 --- -1.96 --- --- ---
AT Income Opportunities Institutional -0.59 --- -1.09 --- --- ---
American Funds Income Fund of Amer R2E -1.48 --- --- --- --- ---
American Funds Balanced Portfolio R2E -1.31 --- --- --- --- ---
American Funds American Balanced R2E -1.21 --- --- --- --- ---
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