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Data through 4/27/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 1.74 5.02 3.06 9.78 4.95 7.24
Roumell Opportunistic Value Instl 2.91 10.64 9.54 29.06 -1.47 3.48
Roumell Opportunistic Value A 2.95 10.52 9.41 28.84 -1.68 3.25
Roumell Opportunistic Value C 2.82 10.11 9.12 27.63 -2.42 ---
Plumb Balanced 2.52 8.89 6.77 14.91 7.26 8.22
Virtus Tactical Allocation A 2.66 8.60 4.87 9.10 2.47 5.79
Catalyst/SMH Total Return Income I 3.44 8.32 4.15 32.55 -2.53 ---
Virtus Tactical Allocation C 2.59 8.30 4.54 8.27 1.68 4.99
Catalyst/SMH Total Return Income A 3.62 8.22 4.29 32.12 -2.77 1.45
Virtus Strategic Allocation A 2.44 8.20 4.67 7.27 2.26 5.21
Manning & Napier Pro-Blend Extnd Term I 1.87 8.02 3.91 8.32 3.11 6.80
Virtus Strategic Allocation C 2.47 7.99 4.52 6.55 1.50 4.43
Catalyst/SMH Total Return Income C 3.50 7.97 4.05 31.47 -3.46 0.68
Manning & Napier Pro-Blend Extnd Term S 1.82 7.91 3.84 7.99 2.84 6.54
Manning & Napier Pro-Blend Extnd Term R 1.81 7.85 3.78 7.68 2.57 6.25
RiverNorth Core Opportunity I 2.51 7.81 4.55 15.82 --- ---
Manning & Napier Pro-Blend Extnd Term R2 1.84 7.66 3.64 7.16 2.09 5.74
RiverNorth Core Opportunity R 2.45 7.65 4.49 15.53 5.35 7.72
Virtus Herzfeld I 2.48 7.51 4.47 17.85 6.99 ---
Fidelity Asset Manager® 70% 2.28 7.50 4.56 12.56 6.10 8.56
Value Line Asset Allocation Instl 3.07 7.46 5.51 10.75 --- ---
Fidelity Advisor Asset Manager® 70% I 2.23 7.44 4.51 12.53 6.06 8.53
Value Line Asset Allocation Investor 3.08 7.40 5.45 10.49 7.09 8.79
Virtus Herzfeld A 2.50 7.35 4.32 17.59 6.70 ---
Fidelity Advisor Asset Manager® 70% A 2.19 7.35 4.42 12.19 5.76 8.22
Fidelity Advisor Asset Manager® 70% M 2.18 7.29 4.36 11.91 5.49 7.95
Virtus Herzfeld C 2.43 7.20 4.15 16.70 5.92 ---
VALIC Company I Dynamic Allocation 2.48 7.17 4.62 10.05 4.05 ---
Fidelity Advisor Asset Manager® 70% C 2.15 7.11 4.23 11.37 4.97 7.42
T. Rowe Price Balanced I 2.04 7.10 4.40 11.30 --- ---
T. Rowe Price Balanced 2.04 7.06 4.35 11.11 6.21 8.45
Fidelity Advisor® Balanced Z 2.24 7.01 4.50 12.45 7.98 ---
Fidelity Advisor® Balanced I 2.26 6.98 4.46 12.31 7.83 9.47
Columbia Capital Allocation Mod Agrsv R5 2.48 6.98 4.42 11.67 6.66 ---
VY® T. Rowe Price Capital Apprec R6 1.87 6.94 5.01 --- --- ---
Fidelity® Balanced K 2.25 6.94 4.42 12.16 7.89 9.66
Fidelity® Puritan® 2.22 6.93 3.95 11.82 7.78 9.41
T. Rowe Price Capital Appreciation I 1.85 6.91 5.02 11.37 --- ---
T. Rowe Price Capital Appreciation 1.86 6.91 5.03 11.30 9.94 12.01
Fidelity® Puritan® K 2.19 6.91 3.98 11.89 7.86 9.51
Fidelity® Balanced 2.22 6.91 4.40 12.05 7.79 9.54
VY® T. Rowe Price Capital Apprec I 1.87 6.90 5.01 11.36 10.03 12.08
JHFunds2 Capital Appreciation Value NAV 1.90 6.88 4.98 11.29 9.80 11.85
Fidelity Advisor® Balanced A 2.23 6.88 4.37 11.96 7.55 9.19
Columbia Capital Allocation Mod Agrsv Y 2.47 6.88 4.36 11.61 6.67 ---
Columbia Capital Allocation Mod Agrsv R4 2.47 6.87 4.32 11.48 6.55 ---
UBS US Allocation P 2.08 6.86 3.82 12.73 7.65 9.37
T. Rowe Price Personal Strat Bal I 2.02 6.86 4.13 11.70 --- ---
Columbia Capital Allocation Mod Agrsv V 2.51 6.86 4.29 11.29 6.29 7.79
Columbia Capital Allocation Mod Agrsv A 2.51 6.86 4.29 11.29 6.30 7.80
Columbia Capital Allocation Mod Agrsv Z 2.41 6.85 4.28 11.50 6.52 8.06
Vanguard STAR Inv 2.02 6.84 4.24 10.80 6.23 8.51
Sit Balanced 2.00 6.83 4.67 10.16 7.61 8.21
AMG Managers Montag & Caldwell Balancd I 1.94 6.83 5.11 4.49 5.37 6.36
VY® T. Rowe Price Capital Apprec S 1.83 6.82 4.97 11.09 9.75 11.80
Columbia Capital Allocation Mod Agrsv K 2.37 6.82 4.24 11.26 6.35 ---
T. Rowe Price Personal Strat Bal 2.02 6.81 4.13 11.55 6.10 8.27
VY® T. Rowe Price Capital Apprec S2 1.84 6.79 4.93 10.91 9.60 11.64
Fidelity Advisor® Balanced M 2.20 6.79 4.31 11.72 7.29 8.93
UBS US Allocation A 2.05 6.77 3.77 12.46 7.36 9.06
T. Rowe Price Capital Appreciation Adv 1.80 6.75 4.93 10.93 9.59 11.65
VY® T. Rowe Price Capital Apprec A 1.83 6.72 4.89 10.73 9.38 11.42
Columbia Capital Allocation Mod Agrsv R 2.36 6.72 4.23 10.94 6.02 7.54
AMG Managers Montag & Caldwell Balancd N 1.90 6.72 5.06 4.39 5.26 6.25
Transamerica Asset Allocation Mod Gr I 2.19 6.70 4.16 11.80 6.38 8.30
American Funds Balanced Portfolio R6 1.82 6.68 4.00 9.95 6.46 ---
American Funds Balanced Portfolio R5 1.82 6.67 3.99 9.89 6.40 ---
Fidelity Asset Manager® 60% 1.98 6.66 4.04 11.14 5.66 7.73
TIAA-CREF Lifestyle Moderate Instl 2.16 6.65 4.07 10.95 6.02 8.04
TIAA-CREF Lifestyle Moderate Advisor 2.16 6.64 4.06 11.00 --- ---
Janus Balanced N 2.15 6.62 3.54 11.73 6.44 ---
Fidelity Advisor® Balanced C 2.12 6.62 4.16 11.11 6.74 8.35
Transamerica Asset Allocation Mod Gr A 2.19 6.61 4.07 11.51 6.12 7.99
Janus Balanced I 2.13 6.60 3.52 11.64 6.35 8.54
TIAA-CREF Lifestyle Moderate Retirement 2.16 6.59 4.01 10.68 5.77 7.77
TIAA-CREF Lifestyle Moderate Premier 2.15 6.59 4.10 10.96 5.92 7.89
JPMorgan Diversified L 2.09 6.59 3.82 10.90 6.00 8.35
American Funds Balanced Portfolio R5E 1.82 6.59 3.90 9.77 --- ---
American Funds Balanced Portfolio F2 1.82 6.59 3.90 9.85 6.34 ---
TIAA-CREF Managed Allc Inst 2.10 6.58 4.04 11.12 6.17 8.08
TIAA-CREF Lifestyle Moderate Retail 2.16 6.58 4.08 10.75 5.77 7.74
Janus Balanced D 2.15 6.58 3.51 11.58 6.28 8.46
Janus Aspen Balanced Instl 2.15 6.56 3.49 11.54 6.32 8.65
Fidelity Advisor Asset Manager® 60% I 1.98 6.56 4.04 11.02 5.63 7.67
American Funds Balanced Portfolio 529F1 1.75 6.56 3.88 9.77 6.26 ---
Columbia Capital Allocation Mod Agrsv B 2.40 6.55 4.12 10.41 5.48 6.98
American Funds Balanced Portfolio R4 1.75 6.55 3.86 9.61 6.07 ---
American Funds Balanced Portfolio A 1.75 6.55 3.86 9.63 6.10 ---
Janus Balanced T 2.14 6.54 3.46 11.46 6.17 8.36
American Funds Balanced Portfolio F1 1.75 6.54 3.85 9.57 6.07 ---
American Funds Balanced Portfolio 529A 1.75 6.54 3.85 9.55 6.04 ---
TIAA-CREF Managed Allc R 2.10 6.52 3.98 10.86 5.91 7.82
Oppenheimer Moderate Inv Y 2.11 6.52 3.94 10.22 5.02 6.98
JPMorgan Diversified I 2.09 6.51 3.75 10.62 5.75 8.09
InvestEd Balanced 2.05 6.51 3.24 8.91 4.81 6.83
Columbia Capital Allocation Mod Agrsv C 2.36 6.51 4.14 10.40 5.50 6.99
UBS US Allocation C 1.99 6.50 3.58 11.59 6.54 8.24
Janus Balanced A 2.13 6.50 3.42 11.34 6.05 8.23
TIAA-CREF Managed Allc Retail 2.18 6.49 4.05 10.91 5.94 7.83
Savos Dynamic Hedging 1.62 6.49 4.00 12.33 --- ---
Fidelity Advisor Asset Manager® 60% A 1.99 6.49 3.96 10.81 5.34 7.39
Rareview Longevity Inc Generation Instl 2.93 6.48 3.82 --- --- ---
Transamerica Asset Allocation Mod Gr R 2.20 6.47 4.01 11.20 5.84 7.74
Janus Balanced S 2.12 6.45 3.41 11.18 5.91 8.09
American Funds Balanced Portfolio 529E 1.75 6.45 3.76 9.28 5.77 ---
Franklin Moderate Allocation Advisor 1.79 6.44 4.13 10.04 4.56 6.30
Rareview Longevity Inc Generation Retl 2.98 6.43 3.78 --- --- ---
Fidelity Advisor Asset Manager® 60% M 1.91 6.43 3.89 10.40 5.04 7.12
American Funds Balanced Portfolio R2E 1.75 6.43 3.74 9.07 --- ---
American Funds Balanced Portfolio R3 1.75 6.42 3.80 9.31 5.75 ---
JPMorgan Diversified A 2.04 6.41 3.71 10.33 5.48 7.83
Janus Balanced R 2.11 6.39 3.34 10.91 5.64 7.82
Transamerica Asset Allocation Mod Gr C 2.12 6.38 3.92 10.73 5.34 7.22
Franklin Moderate Allocation A 1.79 6.38 4.07 9.71 4.29 6.03
Oppenheimer Moderate Inv A 2.04 6.37 3.87 10.01 4.77 6.73
American Century Strat Allc: Mod R6 2.03 6.36 3.85 10.53 5.79 ---
American Century One Choice Mod Inv 2.01 6.33 3.84 10.24 5.60 7.44
Oppenheimer Moderate Inv R 2.05 6.31 3.80 9.72 4.51 6.47
American Funds Balanced Portfolio 529C 1.76 6.31 3.70 8.68 5.21 ---
George Putnam Balanced R6 1.96 6.30 3.66 12.65 7.39 ---
Janus Balanced C 2.09 6.27 3.28 10.62 5.32 7.46
Franklin Moderate Allocation R 1.73 6.27 3.95 9.49 4.01 5.77
JPMorgan Diversified C 2.04 6.26 3.60 9.84 4.95 7.28
American Funds Balanced Portfolio R2 1.68 6.26 3.72 8.79 5.27 ---
American Funds Balanced Portfolio C 1.68 6.26 3.72 8.79 5.28 ---
Transamerica Asset Allocation Mod Gr B 2.08 6.25 3.85 10.52 5.24 7.13
George Putnam Balanced R5 1.96 6.23 3.59 12.51 7.27 ---
American Funds Balanced Portfolio R1 1.68 6.23 3.62 8.74 5.26 ---
Fidelity Advisor Asset Manager® 60% C 1.84 6.22 3.75 9.82 4.53 6.58
Oppenheimer Moderate Inv C 1.99 6.21 3.67 9.20 3.99 5.94
George Putnam Balanced Y 1.96 6.21 3.57 12.53 7.25 9.29
Nuveen Strategy Growth Allocation I 1.89 6.17 3.34 10.22 5.33 7.78
American Century Strat Allc: Mod Instl 2.03 6.16 3.82 10.15 5.62 7.32
American Century One Choice Mod R 1.96 6.13 3.71 9.69 --- ---
Oppenheimer Moderate Inv B 2.05 6.12 3.72 9.18 3.99 5.90
AMG Chicago Equity Partners Balanced Z 2.18 6.12 3.98 10.21 7.39 8.50
American Century Strat Allc: Mod Inv 1.88 6.12 3.77 10.05 5.41 7.10
JHancock Multimanager Lifestyle Bal R6 1.82 6.11 3.63 11.08 5.09 7.36
JHancock Multimanager Lifestyle Bal 5 1.82 6.11 3.63 11.08 5.09 7.38
George Putnam Balanced A 1.92 6.11 3.52 12.24 6.99 9.01
Wells Fargo Growth Balanced Admin 1.99 6.09 3.65 10.39 6.62 9.19
Villere Balanced Inv 4.24 6.08 3.00 9.54 1.76 6.76
Schwab Balanced 2.23 6.08 4.12 11.30 7.03 8.13
JHancock Multimanager Lifestyle Bal I 1.79 6.08 3.61 10.96 --- ---
American Century Strat Allc: Mod A 1.89 6.08 3.72 9.75 5.12 6.83
Wilmington Strategic Allc Mod Instl 2.08 6.07 3.64 9.31 4.30 5.61
Franklin Moderate Allocation C 1.71 6.07 3.84 8.92 3.49 5.25
JHancock Multimanager Lifestyle Bal R5 1.79 6.06 3.60 10.95 5.00 7.28
AMG Chicago Equity Partners Balanced N 2.20 6.04 3.95 9.94 7.14 8.22
JHancock Multimanager Lifestyle Bal 1 1.81 6.03 3.55 10.96 5.04 7.33
George Putnam Balanced R 1.92 6.03 3.50 11.94 6.71 8.74
Wells Fargo Growth Balanced A 1.99 6.02 3.59 10.11 6.35 8.92
Nuveen Strategy Growth Allocation R3 1.93 6.02 3.23 9.77 4.83 7.25
Nuveen Strategy Growth Allocation A 1.90 6.02 3.27 10.00 5.08 7.52
JHancock Multimanager Lifestyle Bal R4 1.81 6.02 3.55 10.74 4.81 7.08
AMG Chicago Equity Partners Balanced I 2.16 6.02 3.96 10.10 7.31 ---
Wilmington Strategic Allc Mod A 2.09 6.01 3.58 9.05 4.03 5.33
Alger Balanced I-2 1.82 6.01 3.97 12.07 8.07 7.75
BMO Balanced Allocation R6 1.85 6.00 3.88 10.94 --- ---
BMO Balanced Allocation I 1.96 6.00 3.88 10.76 --- ---
BlackRock Balanced Capital Instl 1.99 5.99 3.84 13.25 8.13 9.99
MFS Moderate Allocation R4 1.99 5.97 3.91 8.94 5.03 7.05
JHancock Multimanager Lifestyle Bal A 1.78 5.97 3.51 10.57 4.66 6.93
MFS Moderate Allocation I 1.96 5.95 3.85 8.95 5.01 7.03
George Putnam Balanced M 1.89 5.95 3.39 11.62 6.44 8.47
BNY Mellon Asset Allocation M 1.97 5.95 3.74 10.30 5.23 6.83
American Century Strat Allc: Mod C 1.91 5.95 3.58 8.93 4.39 6.05
George Putnam Balanced B 1.88 5.93 3.37 11.44 6.19 8.21
USAA Cornerstone Moderately Agrsv 1.58 5.92 3.62 8.47 2.85 5.35
Calvert Moderate Allocation Y 1.99 5.92 4.07 --- --- ---
Calvert Moderate Allocation I 1.94 5.92 4.07 --- --- ---
American Century Strat Allc: Mod R 1.90 5.92 3.57 9.49 4.88 6.57
JHancock Multimanager Lifestyle Bal R2 1.76 5.90 3.50 10.51 4.54 6.81
MFS Moderate Allocation R3 2.00 5.88 3.88 8.73 4.78 6.78
BMO Balanced Allocation Y 1.85 5.88 3.77 10.41 --- ---
BlackRock Balanced Capital Inv A 1.96 5.88 3.73 12.93 7.81 9.67
1919 Socially Responsive Balanced I 2.79 5.87 4.21 9.66 5.72 7.58
Voya Solution Balanced Port R6 1.95 5.86 3.76 --- --- ---
MFS Moderate Allocation 529A 1.93 5.86 3.79 8.60 4.71 6.72
George Putnam Balanced C 1.87 5.85 3.31 11.39 6.19 8.20
MFS Moderate Allocation R2 1.97 5.84 3.80 8.43 4.51 6.52
MFS Moderate Allocation A 1.93 5.84 3.85 8.66 4.74 6.76
Nuveen Strategy Growth Allocation C 1.78 5.83 3.10 9.17 4.28 6.71
JHancock Multimanager Lifestyle Bal R1 1.76 5.83 3.44 10.23 4.26 6.53
Fidelity Income Replacement 2042 2.10 5.81 3.64 10.90 5.95 8.30
Fidelity Advisor Income Repl 2042 I 2.10 5.81 3.64 10.90 5.96 8.30
Calvert Moderate Allocation A 1.94 5.80 4.01 10.67 5.92 7.90
Tributary Balanced Instl Plus 1.80 5.78 3.71 8.40 5.66 7.67
JHancock Multimanager Lifestyle Bal R3 1.72 5.78 3.39 10.25 4.37 6.62
Voya Solution Balanced Port S 2.00 5.77 3.63 10.26 5.63 7.27
Principal SAM Balanced R5 2.01 5.77 3.31 9.89 5.43 7.51
Principal SAM Balanced Inst 1.94 5.77 3.30 10.14 5.69 7.77
Wells Fargo Growth Balanced C 1.91 5.76 3.42 9.30 5.56 8.11
Voya Balanced Port I 1.94 5.76 3.68 11.27 5.56 7.68
BNY Mellon Asset Allocation Inv 1.93 5.76 3.66 9.99 4.98 6.57
BMO Balanced Allocation R3 1.85 5.76 3.77 10.19 --- ---
Principal SAM Balanced J 1.94 5.75 3.32 9.97 5.45 7.49
Voya Solution Balanced Port I 1.95 5.74 3.65 10.55 5.89 7.53
State Street Instl Strategic Invmt Inv 1.73 5.74 3.52 9.18 4.78 6.95
Principal SAM Balanced R4 1.98 5.74 3.27 9.73 5.32 7.38
BlackRock Balanced Capital R 1.92 5.74 3.63 12.55 7.45 9.29
Tributary Balanced Instl 1.79 5.73 3.68 8.21 5.47 7.45
Fidelity Advisor Income Repl 2042 A 2.08 5.73 3.58 10.63 5.68 8.03
Principal SAM Balanced P 1.97 5.72 3.33 9.96 --- ---
JHancock Multimanager Lifestyle Bal C 1.75 5.72 3.34 9.80 3.91 6.15
1919 Socially Responsive Balanced A 2.71 5.72 4.07 9.34 5.45 7.29
Voya Solution Balanced Port S2 1.89 5.68 3.53 10.04 5.44 7.11
Hartford Balanced R5 1.66 5.68 3.75 8.61 6.72 8.80
Voya Retirement Moderate Growth Port I 1.66 5.67 3.63 9.71 5.47 7.52
Vanguard LifeStrategy Moderate Gr Inv 1.63 5.67 3.70 9.55 5.83 7.57
Principal SAM Balanced A 1.90 5.66 3.23 9.76 5.33 7.41
JHancock Multimanager Lifestyle Bal B 1.68 5.66 3.28 9.81 3.90 6.13
Hartford Checks and Balances R5 1.47 5.66 3.26 10.97 6.82 9.66
Hartford Balanced Y 1.69 5.65 3.78 8.64 6.79 8.86
Wells Fargo WealthBuilder Gr Bal C 2.03 5.64 3.31 9.81 4.38 6.49
Prudential Moderate Allocation Z 2.20 5.64 3.67 10.55 4.92 7.14
Fidelity Advisor Income Repl 2042 M 2.05 5.64 3.51 10.34 5.42 7.76
Fidelity Advisor Income Repl 2040 I 2.04 5.64 3.54 10.65 5.84 8.06
Voya Solution Balanced Port A 1.92 5.63 3.57 9.95 5.34 7.01
Principal SAM Balanced R3 1.94 5.63 3.23 9.54 5.09 7.17
Fidelity Income Replacement 2040 2.03 5.62 3.52 10.64 5.84 8.06
PNC Balanced Allocation T 1.93 5.61 3.70 7.90 --- ---
Hartford Balanced I 1.64 5.61 3.71 8.52 --- ---
State Street Instl Strategic Invmt Svc 1.66 5.60 3.46 8.90 4.52 6.68
Scharf Balanced Opportunity Instl 1.51 5.60 3.52 7.59 5.57 ---
MFS Moderate Allocation B 1.90 5.60 3.65 7.85 3.97 5.98
Voya Balanced Port S 1.88 5.59 3.57 10.94 5.28 7.41
PNC Balanced Allocation I 1.87 5.59 3.73 7.92 4.80 6.89
Voya Strategic Allocation Mod Port S 1.84 5.58 3.60 9.98 5.40 7.56
MFS Moderate Allocation 529B 1.91 5.58 3.68 7.83 3.93 5.93
Hartford Balanced R4 1.71 5.58 3.70 8.28 6.42 8.48
Elfun Diversified 1.67 5.58 3.45 9.01 4.70 6.90
BlackRock Balanced Capital Inv C 1.87 5.58 3.52 12.06 7.00 8.82
Prudential Moderate Allocation A 2.20 5.57 3.59 10.21 4.66 6.86
MFS Moderate Allocation C 1.85 5.57 3.61 7.84 3.97 5.97
Voya Retirement Moderate Growth Port A 1.65 5.56 3.53 9.32 5.07 7.10
MFS Moderate Allocation R1 1.89 5.56 3.63 7.88 3.96 5.96
MFS Moderate Allocation 529C 1.87 5.56 3.65 7.80 3.93 5.92
Dreyfus Moderate Allocation 1.81 5.56 3.35 9.13 4.57 6.33
Columbia Balanced Y 1.70 5.56 3.90 9.43 7.86 ---
Hartford Checks and Balances I 1.47 5.55 3.25 10.93 6.76 9.64
Fidelity Advisor Income Repl 2040 A 2.02 5.55 3.47 10.37 5.58 7.80
Voya Strategic Allocation Mod Port I 1.76 5.54 3.57 10.20 5.64 7.81
Hartford Balanced A 1.62 5.54 3.69 8.23 6.35 8.40
Columbia Balanced R5 1.69 5.54 3.89 9.38 7.81 9.92
AB All Market Total Return I 1.71 5.54 3.25 9.34 4.38 6.43
Principal SAM Balanced R2 1.90 5.53 3.13 9.30 4.89 6.98
Ladenburg Growth & Income I 1.81 5.53 3.54 8.87 --- ---
Columbia Balanced R4 1.70 5.53 3.87 9.29 7.71 ---
Calvert Moderate Allocation C 1.86 5.53 3.78 9.78 5.13 7.10
AB All Market Total Return Advisor 1.70 5.53 3.24 9.33 4.39 6.44
Ivy Balanced N 1.90 5.52 3.40 8.48 --- ---
EValuator Moderate RMS Service 2.15 5.51 3.41 --- --- ---
Putnam Dynamic Asset Allocation Bal R6 2.06 5.50 3.81 11.19 6.95 ---
Hartford Checks and Balances R4 1.51 5.50 3.20 10.68 6.47 9.33
Hartford Checks and Balances A 1.41 5.50 3.20 10.71 6.49 9.37
Columbia Balanced Z 1.66 5.50 3.85 9.26 7.69 9.80
USAA Cornerstone Moderate 1.41 5.49 3.37 8.13 2.79 5.08
Sentinel Balanced I 1.28 5.49 3.64 10.38 6.53 8.35
Principal SAM Balanced R1 1.94 5.49 3.16 9.20 4.78 6.84
PNC Balanced Allocation A 1.87 5.49 3.64 7.58 4.53 6.61
American Funds American Balanced R6 1.64 5.48 3.07 10.81 8.08 10.39
AB All Market Total Return A 1.64 5.48 3.19 9.11 4.13 6.15
Scharf Balanced Opportunity Retail 1.49 5.47 3.42 7.31 --- ---
Ladenburg Growth & Income A 1.77 5.47 3.39 8.92 --- ---
Fidelity Advisor Income Repl 2042 C 2.01 5.47 3.38 9.80 4.90 7.22
Fidelity Advisor Income Repl 2040 M 2.00 5.47 3.41 10.10 5.31 7.53
Fidelity Advisor Income Repl 2038 I 1.98 5.47 3.42 10.43 5.74 7.86
Columbia Balanced K 1.66 5.46 3.81 9.08 7.52 9.63
AT Income Opportunities Institutional 2.08 5.46 3.84 13.60 --- ---
American Funds American Balanced R5 1.68 5.46 3.05 10.79 8.04 10.34
American Funds American Balanced F2 1.64 5.46 3.05 10.72 7.97 10.28
American Century Balanced Instl 1.83 5.46 3.45 10.05 5.91 8.00
1919 Socially Responsive Balanced C 2.67 5.46 3.89 8.56 4.68 6.53
Prudential Moderate Allocation R 2.14 5.45 3.54 9.92 4.32 6.53
Principal SAM Balanced C 1.84 5.45 3.06 8.91 4.55 6.61
Fidelity Income Replacement 2038 1.98 5.45 3.42 10.41 5.74 7.86
Ivy Balanced I 1.90 5.44 3.37 8.30 4.83 7.76
Hartford Balanced R3 1.61 5.44 3.61 7.95 6.08 8.15
Columbia Balanced A 1.66 5.43 3.81 9.00 7.42 9.53
AB All Market Total Return K 1.65 5.42 3.12 8.97 4.03 6.08
Putnam Dynamic Asset Allocation Bal R5 2.06 5.41 3.72 11.00 6.82 ---
EValuator Moderate RMS R4 2.06 5.41 3.31 --- --- ---
American Funds American Balanced R5E 1.64 5.41 3.00 10.60 --- ---
American Funds American Balanced 529F 1.64 5.41 3.00 10.63 7.90 10.20
American Century Balanced Inv 1.83 5.41 3.40 9.83 5.70 7.78
MainStay Moderate Allocation I 1.51 5.40 2.83 10.47 4.78 7.69
Putnam Dynamic Asset Allocation Bal Y 2.06 5.39 3.78 11.03 6.82 9.19
Ivy Balanced A 1.90 5.39 3.31 8.04 4.57 7.48
Sentinel Balanced A 1.27 5.38 3.54 10.15 6.30 8.13
Waddell & Reed Continental Inc Y 1.89 5.37 3.35 8.29 4.87 7.81
Transamerica Multi-Managed Balanced R6 1.59 5.37 3.46 10.71 --- ---
Pioneer Solutions Balanced Y 1.64 5.37 3.34 6.88 3.02 5.76
Highland Total Return Y 4.32 5.37 3.46 14.34 6.43 7.58
Fidelity Advisor Income Repl 2038 A 1.95 5.37 3.36 10.13 5.47 7.59
Columbia Balanced R 1.66 5.36 3.75 8.76 7.17 9.27
BlackRock 60/40 Target Allocation K 1.78 5.36 3.45 8.96 --- ---
American Funds American Balanced R4 1.60 5.36 2.95 10.42 7.70 10.00
American Funds American Balanced A 1.64 5.36 3.00 10.49 7.77 10.06
Transamerica Multi-Mgd Balanced I 1.60 5.35 3.44 10.59 7.21 8.93
Sterling Capital Strategic Allc Bal I 1.69 5.35 3.44 8.83 4.91 6.77
Pioneer Solutions Balanced A 1.66 5.35 3.29 6.67 2.77 5.49
MainStay Moderate Allocation A 1.52 5.35 2.76 10.18 4.50 7.42
Hartford Balanced C 1.63 5.35 3.50 7.48 5.63 7.65
American Funds American Balanced F1 1.64 5.35 2.98 10.42 7.69 9.99
American Funds American Balanced 529A 1.64 5.35 2.98 10.42 7.67 9.96
AB All Market Total Return R 1.65 5.35 3.13 8.65 3.71 5.75
Transamerica Partners Instl Balanced 1.60 5.34 3.40 10.88 7.36 9.19
PNC Balanced Allocation C 1.82 5.34 3.47 6.91 3.84 5.88
JHancock Balanced R5 1.60 5.34 3.40 10.99 6.21 8.80
Ivy Balanced Y 1.86 5.34 3.27 8.06 4.58 7.50
Hartford Checks and Balances C 1.44 5.34 3.03 9.96 5.75 8.57
Waddell & Reed Continental Inc A 1.89 5.32 3.30 7.96 4.56 7.49
Madison Moderate Allocation A 1.59 5.32 3.51 8.81 5.24 7.12
ICON Risk-Managed Balanced S 1.44 5.32 3.69 8.01 4.95 6.47
Hartford Checks and Balances R3 1.33 5.32 3.13 10.26 6.11 8.98
Pioneer Classic Balanced K 1.93 5.31 3.14 10.15 --- ---
JHancock Balanced R6 1.61 5.31 3.38 11.10 6.28 8.86
Prudential Moderate Allocation C 2.14 5.30 3.40 9.43 3.87 6.07
Fidelity Advisor Income Repl 2040 C 1.95 5.30 3.28 9.55 4.78 6.99
Fidelity Advisor Income Repl 2036 I 1.93 5.30 3.34 10.25 5.70 7.73
1919 Socially Responsive Balanced B 2.61 5.30 3.81 7.90 4.43 6.19
JHancock Balanced I 1.61 5.29 3.35 10.99 6.17 8.75
Fidelity Income Replacement 2036 1.93 5.29 3.33 10.21 5.65 7.70
Fidelity Advisor Income Repl 2038 M 1.93 5.29 3.30 9.87 5.21 7.32
Transamerica Multi-Mgd Balanced A 1.56 5.28 3.37 10.38 6.93 8.60
Osterweis Strategic Investment 1.91 5.28 2.26 14.00 3.97 8.81
JHancock Balanced R4 1.60 5.28 3.35 10.81 6.01 8.59
Putnam Dynamic Asset Allocation Bal A 2.00 5.27 3.65 10.71 6.55 8.91
MainStay Moderate Allocation R3 1.52 5.27 2.76 9.81 --- ---
MainStay Moderate Allocation Inv 1.52 5.27 2.76 9.99 4.32 7.24
Highland Total Return A 4.25 5.27 3.33 14.04 6.17 7.32
BlackRock 60/40 Target Allocation Instl 1.70 5.27 3.37 8.85 5.93 8.77
AIG Active Allocation A 2.35 5.27 3.43 10.47 5.34 6.62
Ivy Balanced R 1.86 5.26 3.23 7.68 4.21 ---
Hartford Balanced B 1.57 5.26 3.45 7.25 5.42 7.47
Sextant Core 1.26 5.25 3.80 6.81 2.77 4.37
Putnam Dynamic Asset Allocation Bal R 2.01 5.25 3.63 10.50 6.31 8.66
MassMutual RetireSMART Moderate R5 1.76 5.25 3.15 9.14 4.05 6.25
MassMutual RetireSMART Mod I 1.76 5.25 3.26 9.23 4.13 ---
American Funds American Balanced 529E 1.60 5.25 2.93 10.17 7.41 9.68
Sterling Capital Strategic Allc Bal A 1.65 5.24 3.32 8.53 4.61 6.47
MassMutual RetireSMART Moderate Admin 1.75 5.23 3.14 8.98 3.83 6.09
Prudential Moderate Allocation B 2.07 5.22 3.40 9.34 3.87 6.07
MassMutual RetireSMART Moderate Svc 1.75 5.22 3.24 9.17 3.95 6.17
Ladenburg Growth & Income C 1.68 5.22 3.23 8.15 --- ---
Hartford Checks and Balances B 1.34 5.22 3.03 9.84 5.67 8.51
AB All Market Total Return C 1.58 5.22 2.99 8.23 3.35 5.38
AB All Market Total Return B 1.56 5.22 2.95 8.25 3.34 5.37
JHancock Balanced A 1.56 5.21 3.27 10.58 5.83 8.39
Frost Moderate Allocation Investor 1.78 5.21 3.14 8.12 4.16 6.12
Frost Moderate Allocation Instl 1.78 5.21 3.14 8.36 4.42 6.37
Fidelity Advisor Income Repl 2036 A 1.91 5.21 3.26 9.94 5.39 7.43
American Funds American Balanced R3 1.57 5.21 2.88 10.07 7.37 9.68
Pioneer Classic Balanced A 1.93 5.20 3.03 9.96 6.00 8.26
New Century Balanced 1.72 5.20 3.14 10.54 4.02 6.57
Pioneer Solutions Balanced R 1.67 5.19 3.21 6.43 --- ---
JHancock Balanced R2 1.56 5.19 3.31 10.49 5.77 8.42
Columbia Balanced C 1.61 5.19 3.63 8.19 6.63 8.72
Transamerica Partners Balanced 1.63 5.18 3.29 10.46 6.96 8.78
BlackRock 60/40 Target Allocation Inv A 1.72 5.18 3.34 8.56 5.56 8.38
American Funds American Balanced R2E 1.57 5.18 2.86 9.94 --- ---
VALIC Company II Moderate Gr Lifestyle 2.41 5.17 3.20 10.48 5.37 7.37
JHancock Multi-Index Lifestyle Bal R6 1.62 5.17 3.22 10.26 5.57 ---
ICON Risk-Managed Balanced A 1.41 5.17 3.58 7.73 4.70 6.23
Hartford Balanced HLS IA 1.51 5.17 3.36 7.99 6.58 8.83
Columbia Balanced B 1.59 5.17 3.61 8.16 6.61 8.70
Pioneer Classic Balanced Y 1.81 5.16 3.01 10.04 6.20 8.53
Pacific Funds Port Optim Mod Adv 1.76 5.16 3.05 10.48 5.23 ---
JHancock Multi-Index Lifestyle Bal 1 1.61 5.16 3.21 10.22 5.55 ---
SA Worldwide Moderate Growth 1.82 5.15 2.71 12.56 --- ---
BlackRock Balanced Capital Inv B 1.73 5.15 3.17 10.94 6.40 8.37
MassMutual RetireSMART Mod R4 1.76 5.14 3.15 8.85 3.67 ---
MassMutual Premier Balanced I 1.63 5.14 3.22 11.05 6.45 ---
Ivy Balanced B 1.84 5.14 3.13 7.28 3.81 6.70
JPMorgan Investor Balanced I 1.78 5.13 3.08 9.75 5.48 7.06
JHancock Balanced R3 1.55 5.13 3.26 10.41 5.59 8.16
Fidelity Income Replacement 2034 1.87 5.13 3.22 9.97 5.56 7.54
Fidelity Advisor Income Repl 2036 M 1.88 5.13 3.20 9.65 5.12 7.16
Sentinel Balanced C 1.22 5.12 3.34 9.31 5.48 7.29
Ivy Balanced C 1.83 5.12 3.12 7.28 3.84 6.75
Green Century Balanced 2.22 5.12 3.42 8.00 5.70 8.08
Fidelity Advisor Income Repl 2034 I 1.86 5.12 3.21 9.97 5.56 7.54
MassMutual RetireSMART Moderate A 1.75 5.11 3.13 8.74 3.56 5.80
BlackRock 60/40 Target Allocation R 1.65 5.11 3.26 8.28 5.37 8.18
American Funds American Balanced R2 1.57 5.11 2.77 9.64 6.94 9.23
American Funds American Balanced R1 1.57 5.11 2.77 9.61 6.91 9.19
American Funds American Balanced C 1.57 5.11 2.78 9.61 6.91 9.19
Fidelity Advisor Income Repl 2038 C 1.89 5.10 3.15 9.31 4.69 6.79
Stringer Moderate Growth Institutional 1.91 5.09 3.27 7.73 --- ---
Stringer Moderate Growth A 2.02 5.09 3.27 7.54 --- ---
Pioneer Classic Balanced R 1.83 5.09 2.93 9.67 --- ---
Pacific Funds Port Optim Mod A 1.77 5.09 3.06 10.20 4.97 6.21
JHancock Balanced R1 1.55 5.09 3.22 10.27 5.47 8.04
QS Conservative Growth I 1.67 5.08 3.24 9.55 --- ---
Putnam Dynamic Asset Allocation Bal M 1.93 5.08 3.54 10.12 6.01 8.36
Putnam Dynamic Asset Allocation Bal C 1.91 5.08 3.50 9.91 5.74 8.11
Nationwide Inv Dest Mod R6 1.72 5.08 3.26 10.13 4.96 7.10
Nationwide Inv Dest Mod Instl Svc 1.72 5.08 3.25 9.97 4.87 ---
MainStay Moderate Allocation C 1.46 5.08 2.64 9.27 3.57 6.46
MainStay Moderate Allocation B 1.46 5.08 2.56 9.19 3.57 6.46
DFA Global Allocation 60/40 I 1.81 5.08 2.98 10.44 4.79 7.24
American Funds American Balanced 529C 1.53 5.08 2.76 9.55 6.84 9.11
MassMutual Premier Balanced Svc 1.64 5.07 3.15 10.81 6.20 8.16
Madison Moderate Allocation B 1.51 5.07 3.35 8.06 4.43 6.33
RidgeWorth Moderate Allocation Strat I 1.90 5.06 2.93 7.97 4.56 6.18
Madison Moderate Allocation C 1.51 5.06 3.35 8.05 4.46 6.33
Hartford Balanced HLS IB 1.49 5.06 3.28 7.72 6.30 8.56
Great-West SecureFoundation® Bal ETF A 1.85 5.05 3.31 10.28 6.02 7.78
Fidelity Advisor Income Repl 2034 A 1.85 5.05 3.16 9.71 5.30 7.27
Russell LifePoints Balanced Strategy R1 1.88 5.04 3.34 10.79 4.97 6.60
MassMutual RetireSMART Mod R3 1.66 5.04 3.05 8.53 3.45 ---
MassMutual Premier Balanced R5 1.63 5.04 3.13 10.83 6.29 8.29
GuideStone Funds Defensv Mkt Strats Inst 1.63 5.04 3.56 11.75 8.77 10.12
Delaware Foundation Moderate Allc I 1.85 5.04 3.45 9.42 4.42 6.42
American Funds Retire Inc Port-Enh R6 1.23 5.04 3.19 9.11 --- ---
Putnam Dynamic Asset Allocation Bal B 1.94 5.03 3.48 9.88 5.75 8.10
MassMutual Premier Balanced Adm 1.62 5.03 3.12 10.66 6.09 8.04
AIG Active Allocation C 2.36 5.03 3.32 9.74 4.68 5.96
QS Conservative Growth A 1.69 5.02 3.18 9.25 4.37 6.73
Great-West Moderate Profile II Instl 1.83 5.02 3.19 11.01 --- ---
Sterling Capital Strategic Allc Bal B 1.65 5.01 3.26 7.88 3.85 5.69
Pioneer Solutions Balanced C 1.62 5.01 3.09 5.85 2.06 4.76
MassMutual Premier Balanced R4 1.59 5.01 3.13 10.54 5.94 ---
Highland Total Return C 4.23 5.01 3.17 13.24 5.38 6.52
JPMorgan Investor Balanced A 1.71 5.00 3.02 9.49 5.22 6.79
Fidelity Advisor Income Repl 2034 M 1.82 5.00 3.13 9.42 5.03 7.00
DFA Global Allocation 60/40 R2 1.75 5.00 2.92 10.16 4.54 6.97
American Funds Retire Inc Port-Enh R5E 1.19 5.00 3.16 8.83 --- ---
American Funds Retire Inc Port-Enh R5 1.18 4.99 3.14 8.75 --- ---
American Funds Retire Inc Port-Enh R2E 1.18 4.99 3.14 8.88 --- ---
Vanguard Balanced Index Adm 1.74 4.98 3.32 10.52 7.47 8.99
Transamerica Multi-Mgd Balanced C 1.48 4.98 3.16 9.51 6.15 7.86
RidgeWorth Moderate Allocation Strat A 1.80 4.98 2.83 7.61 4.34 5.99
Nationwide Inv Dest Mod Svc 1.82 4.98 3.26 9.79 4.60 6.71
MassMutual Premier Balanced A 1.58 4.98 3.02 10.46 5.84 7.77
JHancock Balanced C 1.50 4.98 3.15 9.88 5.10 7.65
AIG Active Allocation B 2.30 4.98 3.27 9.67 4.62 5.91
Sterling Capital Strategic Allc Bal C 1.50 4.96 3.21 7.71 3.84 5.68
Nationwide Inv Dest Mod A 1.71 4.96 3.26 9.69 4.61 6.75
Invesco Moderate Allocation Y 1.78 4.96 3.15 9.77 3.85 5.88
Invesco Moderate Allocation R5 1.78 4.96 3.16 9.80 3.82 5.87
Fidelity Advisor Income Repl 2036 C 1.83 4.96 3.07 9.11 4.60 6.63
Columbia Flexible Capital Income R4 2.29 4.96 2.75 18.33 5.88 ---
Vanguard Balanced Index I 1.74 4.95 3.32 10.49 7.48 9.00
Pacific Funds Port Optim Mod R 1.70 4.95 2.91 9.84 4.70 5.95
ICON Risk-Managed Balanced C 1.33 4.95 3.48 6.93 3.94 5.45
Vanguard Balanced Index Inv 1.74 4.94 3.32 10.38 7.33 8.84
Russell LifePoints Balanced Strategy S 1.78 4.94 3.24 10.63 4.87 6.48
Fidelity Income Replacement 2032 1.81 4.94 3.11 9.69 5.46 7.38
Fidelity Advisor Income Repl 2032 I 1.81 4.94 3.11 9.69 5.46 7.38
BlackRock 60/40 Target Allocation Inv C 1.59 4.94 3.06 7.69 4.79 7.59
Columbia Flexible Capital Income A 2.30 4.93 2.71 17.97 5.63 8.46
Nationwide Inv Dest Mod R 1.75 4.92 3.17 9.40 4.33 6.43
JHancock Balanced B 1.51 4.92 3.10 9.83 5.08 7.64
Columbia Flexible Capital Income Z 2.22 4.92 2.69 18.17 5.87 8.71
American Funds Retire Inc Port-Enh F2 1.11 4.92 3.08 8.98 --- ---
Waddell & Reed Continental Inc C 1.69 4.91 3.00 6.95 3.65 6.58
Russell LifePoints Balanced Strategy E 1.81 4.90 3.19 10.41 4.61 6.22
Invesco Moderate Allocation A 1.71 4.90 3.09 9.51 3.59 5.64
Great-West Moderate Profile II Init 1.82 4.90 3.12 10.62 5.84 7.81
Pioneer Classic Balanced C 1.73 4.89 2.84 9.10 5.17 7.41
Delaware Foundation Moderate Allc A 1.76 4.89 3.40 9.07 4.17 6.17
Columbia Flexible Capital Income R5 2.20 4.89 2.68 18.30 5.93 ---
Transamerica Multi-Mgd Balanced B 1.46 4.88 3.08 9.18 5.86 7.57
QS Conservative Growth R 1.61 4.88 3.04 8.94 --- ---
American Funds Retire Inc Port-Enh R4 1.07 4.88 3.03 8.69 --- ---
American Funds Retire Inc Port-Enh A 1.16 4.88 3.04 8.66 --- ---
LKCM Balanced 1.98 4.87 3.60 11.04 7.07 9.04
GuideStone Funds Defensv Mkt Strats Inv 1.54 4.87 3.39 11.40 8.46 9.83
American Funds Retire Inc Port-Enh F1 1.15 4.87 3.03 8.62 --- ---
Thrivent Moderate Allocation S 2.06 4.86 3.08 10.71 5.70 7.64
Russell LifePoints Balanced Strategy A 1.86 4.86 3.25 10.52 4.72 6.28
JPMorgan Investor Balanced C 1.73 4.86 2.92 8.85 4.67 6.25
Fidelity Advisor Income Repl 2032 A 1.79 4.86 3.05 9.42 5.20 7.11
Praxis Genesis Balanced A 1.67 4.85 3.28 8.62 4.73 6.48
Columbia Flexible Capital Income T 2.22 4.85 2.62 17.98 5.59 8.44
Waddell & Reed Continental Inc B 1.71 4.84 2.92 6.66 3.38 6.29
MassMutual Premier Balanced R3 1.59 4.84 2.96 10.22 5.67 ---
Invesco Moderate Allocation S 1.71 4.84 3.12 9.53 3.67 5.72
Invesco Moderate Allocation R 1.71 4.84 3.03 9.25 3.34 5.35
Deutsche Multi-Asset Moderate Allc S 2.03 4.84 3.14 9.77 3.83 6.74
Delaware Foundation Moderate Allc R 1.77 4.84 3.34 8.83 3.89 5.89
Russell LifePoints Balanced Strategy R4 1.75 4.83 3.12 10.38 4.69 6.32
Pacific Funds Port Optim Mod B 1.71 4.83 2.86 9.36 4.20 5.48
Great-West SecureFoundation® Bal Instl 1.84 4.83 3.10 10.53 --- ---
Deutsche Multi-Asset Moderate Allc A 1.92 4.83 3.02 9.48 3.59 6.48
Hotchkis & Wiley Capital Income I 2.19 4.82 2.31 19.70 6.41 10.69
Hotchkis & Wiley Capital Income A 2.16 4.81 2.24 19.40 6.25 10.86
Great-West Moderate Profile II L 1.75 4.81 3.16 10.39 5.55 7.53
Stringer Moderate Growth C 1.83 4.80 2.97 6.66 --- ---
Oakmark Equity and Income Institutional 1.43 4.80 2.41 --- --- ---
Oakmark Equity and Income Advisor 1.43 4.80 2.41 --- --- ---
American Funds Retire Inc Port-Enh R3 1.09 4.80 2.96 8.42 --- ---
Fidelity Advisor Income Repl 2034 C 1.78 4.79 2.97 8.87 4.51 6.47
Columbia Flexible Capital Income R 2.22 4.79 2.56 17.70 5.34 8.18
State Farm Equity & Bond Instl 1.66 4.78 3.29 8.85 7.33 8.77
RidgeWorth Moderate Allocation Strat C 1.70 4.78 2.63 7.01 3.74 5.36
American Funds Retire Inc Port-Enh R2 1.06 4.78 2.94 8.23 --- ---
Thrivent Balanced Income Plus S 1.70 4.77 2.92 8.96 5.33 7.91
Pax Balanced Institutional 1.76 4.77 3.31 8.63 5.97 7.41
Oakmark Equity And Income Investor 1.43 4.77 2.38 13.01 5.38 8.30
Pacific Funds Port Optim Mod C 1.64 4.76 2.79 9.29 4.19 5.47
Great-West Moderate Profile I Init 1.70 4.76 3.08 10.37 5.62 7.63
Transamerica Instl Asst Allc Interm Hrzn 1.83 4.75 3.01 9.18 4.76 6.38
State Farm Equity & Bond R2 1.69 4.75 3.24 8.48 6.95 8.37
Russell LifePoints Balanced Strategy R5 1.77 4.75 3.15 10.19 4.44 6.07
Great-West SecureFoundation® Bal G1 1.90 4.75 3.07 10.08 5.82 7.63
Franklin NextStep Moderate Advisor 1.59 4.75 3.15 --- --- ---
Franklin NextStep Moderate A 1.60 4.75 3.06 7.10 --- ---
Fidelity Advisor Income Repl 2032 M 1.75 4.75 2.96 9.13 4.93 6.84
American Funds College 2027 529F1 1.31 4.75 2.92 7.65 4.89 ---
State Farm Equity & Bond R3 1.59 4.74 3.24 8.70 7.25 8.67
State Farm Equity & Bond Premier 1.56 4.74 3.26 8.63 7.07 8.50
New Covenant Balanced Growth 1.57 4.74 2.91 8.86 5.74 6.92
Great-West SecureFoundation® Bal G 1.84 4.73 3.02 10.15 5.89 7.73
Vanguard Managed Payout Investor 1.33 4.72 2.97 8.69 4.97 7.12
Thrivent Moderate Allocation A 1.99 4.72 2.94 10.33 5.34 7.26
QS Conservative Growth C 1.58 4.72 2.95 8.46 3.62 5.97
Fidelity Income Replacement 2030 1.74 4.71 2.98 9.33 5.30 7.17
Fidelity Advisor Income Repl 2030 I 1.72 4.71 2.96 9.31 5.30 7.17
State Farm Equity & Bond A 1.58 4.70 3.21 8.58 7.05 8.49
Prudential Balanced Z 1.85 4.70 3.23 9.67 7.10 9.21
Pax Balanced Individual Investor 1.70 4.70 3.22 8.33 5.68 7.13
Loomis Sayles Multi-Asset Income N 1.47 4.70 2.53 9.78 --- ---
Federated MDT Balanced R6 2.06 4.70 3.15 9.72 4.78 7.94
Great-West SecureFoundation® Bal L 1.81 4.69 3.05 9.91 5.63 7.46
Federated MDT Balanced Instl 2.11 4.69 3.20 9.88 5.19 8.44
QS Dynamic Multi-Strategy I 1.73 4.68 3.32 3.25 0.64 ---
Nuveen Strategy Balanced Allc I 1.38 4.68 2.70 7.36 4.23 6.50
Columbia Flexible Capital Income C 2.23 4.68 2.45 17.11 4.81 7.64
American Funds Retire Inc Port-Enh R1 1.07 4.68 2.94 8.39 --- ---
American Funds College 2027 529A 1.32 4.68 2.93 7.48 4.70 ---
Thrivent Balanced Income Plus A 1.70 4.67 2.83 8.48 4.93 7.48
State Farm Equity & Bond R1 1.60 4.67 3.25 8.31 6.73 8.15
Pax Balanced Retirement 1.73 4.67 3.20 8.06 5.45 6.87
Oakmark Equity And Income Service 1.41 4.66 2.32 12.73 5.04 7.96
Nationwide Inv Dest Mod C 1.64 4.66 3.03 8.96 3.85 5.98
Invesco Moderate Allocation C 1.64 4.66 2.92 8.67 2.80 4.84
Westwood Income Opportunity Instl 1.36 4.65 1.89 7.93 4.72 7.03
Invesco Moderate Allocation B 1.64 4.65 2.92 8.66 2.83 4.83
American Funds Retire Inc Port-Enh C 1.02 4.65 2.80 7.94 --- ---
Transamerica Asset Allc Interm Horizon 1.90 4.64 2.95 8.91 4.45 6.05
Federated MDT Balanced A 2.06 4.64 3.09 9.63 4.95 8.18
Prudential Balanced A 1.80 4.61 3.13 9.26 6.76 8.87
Loomis Sayles Multi-Asset Income Y 1.46 4.61 2.51 9.64 6.70 ---
Fidelity Advisor Income Repl 2030 A 1.69 4.61 2.90 9.03 5.03 6.90
State Farm Equity & Bond B 1.67 4.60 3.11 7.94 6.34 7.81
Pacific Financial Dynamic Allc Instl 1.49 4.60 2.92 7.97 --- ---
Nuveen Strategy Balanced Allc A 1.32 4.60 2.53 7.07 3.95 6.22
Fidelity Advisor Income Repl 2032 C 1.71 4.60 2.84 8.58 4.41 6.31
Delaware Foundation Moderate Allc C 1.67 4.60 3.20 8.25 3.36 5.37
Westwood Income Opportunity A 1.36 4.59 1.83 7.66 4.45 6.77
Wells Fargo Index Asset Allocation Instl 1.37 4.57 2.98 --- --- ---
Russell LifePoints Balanced Strategy C 1.71 4.57 3.02 9.67 3.93 5.48
FPA Crescent 1.91 4.57 2.87 12.36 5.92 8.80
Neiman Balanced Allocation A 1.48 4.56 2.83 10.26 3.80 5.75
State Farm Equity & Bond B Legacy 1.56 4.55 3.17 8.15 6.63 8.07
Schwab MarketTrack Balanced 1.74 4.55 2.95 9.90 5.56 7.42
Port Street Institutional Opps Instl 1.56 4.53 2.79 7.44 --- ---
Fidelity Advisor Income Repl 2030 M 1.68 4.53 2.83 8.75 4.77 6.65
American Funds College 2027 529E 1.24 4.53 2.77 7.11 4.39 ---
Wells Fargo Index Asset Allocation Admin 1.34 4.52 2.93 9.46 8.78 10.76
QS Dynamic Multi-Strategy A 1.73 4.50 3.24 2.88 0.34 ---
Prudential Balanced R 1.73 4.50 3.10 9.11 6.55 8.65
Loomis Sayles Multi-Asset Income A 1.36 4.50 2.36 9.29 6.42 7.20
Nuveen Strategy Balanced Allc R3 1.37 4.49 2.49 6.80 3.69 5.96
Deutsche Multi-Asset Moderate Allc C 1.92 4.49 2.80 8.65 2.82 5.66
Wells Fargo Index Asset Allocation A 1.34 4.48 2.89 9.29 8.54 10.50
Vanguard Wellington™ Admiral™ 1.35 4.45 2.88 11.22 7.57 9.87
Dodge & Cox Balanced 1.69 4.45 2.23 17.45 8.11 12.17
Arrow DWA Balanced Institutional 2.13 4.44 1.73 4.44 1.96 4.25
Vanguard Wellington™ Inv 1.37 4.43 2.88 11.14 7.48 9.78
Fidelity Income Replacement 2028 1.63 4.43 2.79 8.84 5.10 6.91
Cavanal Hill Active Core Institutional 1.46 4.43 2.77 7.71 5.75 7.26
MFS Total Return R6 1.32 4.41 2.87 8.91 6.74 ---
Fidelity Advisor Income Repl 2028 I 1.63 4.41 2.79 8.84 5.10 6.91
Eaton Vance Balanced I 1.51 4.41 3.18 6.85 6.62 ---
Franklin NextStep Moderate C 1.52 4.40 2.89 6.28 --- ---
Arrow DWA Balanced A 2.15 4.40 1.75 4.23 1.72 4.01
MFS Total Return R4 1.37 4.39 2.90 8.87 6.67 8.79
MFS Total Return I 1.37 4.39 2.91 8.88 6.66 8.79
Hennessy Equity and Income Institutional 1.31 4.39 2.65 8.20 5.95 7.42
Nuveen Strategy Balanced Allc C 1.25 4.38 2.37 6.26 3.17 5.42
Federated MDT Balanced C 2.02 4.38 2.94 8.79 4.15 7.37
American Funds College 2027 529C 1.16 4.38 2.62 6.55 3.85 ---
Loomis Sayles Multi-Asset Income C 1.38 4.35 2.26 8.53 5.64 6.40
Fidelity Advisor Income Repl 2030 C 1.63 4.35 2.70 8.23 4.24 6.10
Eaton Vance Balanced A 1.63 4.35 3.12 6.71 6.36 8.78
American Funds Income Portfolio R5 1.08 4.34 2.77 9.11 5.36 ---
MFS Total Return R3 1.35 4.33 2.79 8.55 6.39 8.53
MFS Total Return A 1.35 4.33 2.85 8.62 6.40 8.52
MFS Total Return 529A 1.35 4.33 2.79 8.54 6.35 8.49
Fidelity Advisor Income Repl 2028 A 1.60 4.33 2.73 8.56 4.83 6.64
Prudential Balanced C 1.72 4.32 2.92 8.52 6.01 8.11
Prudential Balanced B 1.65 4.32 2.92 8.52 6.01 8.11
Cavanal Hill Active Core A 1.41 4.32 2.73 7.42 5.47 6.97
Hennessy Equity and Income Investor 1.33 4.31 2.60 7.77 5.57 7.07
Eaton Vance Balanced R6 1.51 4.30 3.08 --- --- ---
Cavanal Hill Active Core Investor 1.40 4.30 2.71 7.45 5.54 7.03
American Funds Retire Inc Port-Mod R6 1.02 4.29 2.73 7.47 --- ---
QS Dynamic Multi-Strategy C 1.57 4.26 2.99 2.06 -0.44 ---
Neiman Balanced Allocation C 1.41 4.26 2.68 9.33 2.98 4.94
MFS Total Return R2 1.33 4.26 2.78 8.33 6.13 8.25
Lord Abbett Multi-Asset Balanced Opp R6 1.82 4.26 2.36 13.09 --- ---
American Funds Retire Inc Port-Mod R5E 1.08 4.26 2.79 7.31 --- ---
American Funds Income Portfolio R6 1.08 4.26 2.69 9.17 5.42 ---
American Funds Income Portfolio R5E 1.00 4.26 2.69 8.97 --- ---
VY® Franklin Income I 1.05 4.25 2.77 13.90 4.06 7.99
Lord Abbett Multi-Asset Balanced Opp I 1.82 4.25 2.35 13.06 4.61 7.90
Fidelity Advisor Income Repl 2028 M 1.57 4.25 2.65 8.29 4.57 6.38
American Funds Retire Inc Port-Mod R5 1.08 4.25 2.69 7.24 --- ---
American Funds Retire Inc Port-Mod R4 1.06 4.24 2.68 7.26 --- ---
American Funds Retire Inc Port-Mod R2E 1.07 4.24 2.68 7.25 --- ---
American Funds Income Portfolio F2 1.08 4.24 2.67 9.07 5.32 ---
Wells Fargo Index Asset Allocation C 1.29 4.23 2.69 8.51 7.74 9.68
Pacific Financial Dynamic Allc Inv 1.40 4.23 2.75 7.12 --- ---
Mairs & Power Balanced Inv 1.44 4.23 3.22 8.69 6.19 9.11
American Funds Income Portfolio 529F1 1.08 4.23 2.66 9.00 5.22 ---
RiverFront Moderate Growth & Income I 1.36 4.20 2.50 8.37 4.45 6.14
VY® Franklin Income S 1.06 4.19 2.69 13.58 3.90 7.79
Eaton Vance Balanced R 1.51 4.19 3.08 --- --- ---
American Funds Retire Inc Port-Mod R3 1.02 4.19 2.63 7.30 --- ---
American Funds Income Portfolio F1 1.08 4.19 2.62 8.78 5.03 ---
American Funds Income Portfolio A 0.99 4.19 2.62 8.83 5.07 ---
American Funds Income Portfolio 529A 1.08 4.19 2.62 8.76 4.98 ---
American Funds Retire Inc Port-Mod F2 1.00 4.18 2.71 7.34 --- ---
Lord Abbett Multi-Asset Balanced Opp R5 1.82 4.16 2.26 13.00 --- ---
Eaton Vance Balanced C 1.50 4.15 2.93 5.94 5.57 7.98
RiverFront Moderate Growth & Income A 1.30 4.14 2.44 8.09 4.20 5.88
Lord Abbett Multi-Asset Balanced Opp F 1.81 4.14 2.24 12.85 4.48 7.78
Arrow DWA Balanced C 2.11 4.13 1.51 3.42 0.96 3.24
American Funds Retire Inc Port-Mod F1 1.05 4.13 2.66 7.11 --- ---
American Funds Retire Inc Port-Mod A 1.05 4.13 2.66 7.13 --- ---
VY® Franklin Income S2 0.97 4.11 2.61 13.42 3.71 7.60
Lord Abbett Multi-Asset Balanced Opp R4 1.80 4.11 2.21 12.70 --- ---
First Investors Total Return Instl 1.74 4.11 3.12 8.64 4.91 ---
Cavanal Hill Active Core C 1.36 4.11 2.52 6.64 --- ---
Bruce -0.11 4.11 3.31 5.96 5.59 8.90
American Funds Income Portfolio R4 0.99 4.11 2.63 8.72 5.04 ---
Lord Abbett Multi-Asset Balanced Opp A 1.80 4.10 2.29 12.78 4.33 7.62
MFS Total Return B 1.29 4.09 2.67 7.81 5.61 7.72
Fidelity Advisor Income Repl 2028 C 1.53 4.08 2.52 7.75 4.05 5.85
MFS Total Return 529C 1.28 4.06 2.59 7.68 5.54 7.65
Lord Abbett Multi-Asset Balanced Opp P 1.79 4.06 2.25 12.51 4.13 7.42
VY® Franklin Income A 1.01 4.05 2.60 13.13 3.52 7.39
TETON Westwood Balanced AAA 1.45 4.05 2.69 7.82 5.64 7.74
MFS Total Return R1 1.24 4.05 2.62 7.77 5.59 7.71
American Funds Income Portfolio R3 1.00 4.05 2.57 8.43 4.72 ---
American Funds Income Portfolio 529E 1.00 4.05 2.57 8.51 4.75 ---
Lord Abbett Multi-Asset Balanced Opp R3 1.78 4.04 2.14 12.44 4.09 7.36
Eaton Vance Balanced B 1.51 4.03 2.93 5.84 5.57 7.97
TETON Westwood Balanced I 1.42 4.02 2.66 8.03 5.89 7.98
MFS Total Return C 1.23 4.02 2.60 7.71 5.59 7.71
MFS Total Return 529B 1.23 4.02 2.60 7.70 5.53 7.65
First Investors Total Return A 1.70 3.98 2.99 8.19 4.47 7.10
CornerCap Balanced 1.07 3.98 2.17 9.67 4.88 7.78
American Funds Income Portfolio R2E 1.00 3.98 2.50 8.46 --- ---
American Funds Income Portfolio C 1.00 3.97 2.48 7.98 4.27 ---
First Investors Total Return Adv 1.64 3.96 2.92 8.43 4.85 ---
American Funds Income Portfolio R2 1.00 3.96 2.48 7.99 4.25 ---
American Funds Income Portfolio 529C 1.00 3.95 2.46 7.99 4.19 ---
VALIC Company I Asset Allocation 2.31 3.94 2.43 8.73 5.15 7.02
State Farm Balanced 1.24 3.94 2.69 8.28 6.27 7.64
Lord Abbett Multi-Asset Balanced Opp R2 1.73 3.93 2.16 12.32 3.95 7.24
American Funds Retire Inc Port-Mod R1 0.95 3.93 2.47 6.50 --- ---
American Funds Income Portfolio R1 0.91 3.93 2.44 7.92 4.26 ---
RiverFront Moderate Growth & Income C 1.30 3.90 2.27 7.34 3.45 5.10
American Funds Retire Inc Port-Mod R2 0.92 3.90 2.53 6.77 --- ---
American Funds Retire Inc Port-Mod C 0.91 3.90 2.53 6.41 --- ---
Lord Abbett Multi-Asset Balanced Opp B 1.73 3.89 2.08 11.80 3.55 6.81
TETON Westwood Balanced A 1.39 3.88 2.53 7.50 5.37 7.45
Calvert Balanced I 1.12 3.87 2.49 8.79 6.06 7.60
Calvert Balanced Y 1.12 3.86 2.50 8.69 5.85 ---
Lord Abbett Multi-Asset Balanced Opp C 1.66 3.84 2.03 11.83 3.56 6.82
SEI Defensive Strategy Allc F (SAAT) 1.86 3.81 3.08 12.02 7.70 9.62
SEI Conservative Strategy Allc F (SAAT) 1.86 3.79 3.24 11.62 8.03 10.01
TETON Westwood Balanced C 1.41 3.78 2.45 7.01 4.85 6.93
Timothy Plan Strategic Growth A 1.91 3.77 2.02 6.07 1.37 4.44
Rational Strategic Allocation Instl 1.71 3.77 2.03 --- --- ---
Calvert Balanced A 1.11 3.77 2.44 8.41 5.62 7.13
First Investors Total Return B 1.65 3.74 2.79 7.34 3.68 6.29
Pacific Financial Fth & Vls Bsd Mod Inv 1.44 3.73 2.42 7.85 2.02 ---
Salient Select Opportunity Institutional 4.02 3.67 -1.29 27.81 3.03 ---
Manning & Napier Strategic Inc Modrt I 1.58 3.63 2.76 8.42 5.30 ---
Rational Strategic Allocation A 1.54 3.59 1.85 9.42 3.87 5.12
Manning & Napier Strategic Inc Modrt S 1.58 3.58 2.71 8.16 5.07 ---
Salient Select Opportunity Investor 4.00 3.57 -1.39 27.38 --- ---
Centaur Total Return 1.94 3.55 2.50 9.95 4.82 8.26
Calvert Balanced C 1.02 3.53 2.23 7.53 4.78 6.27
Salient Select Opportunity A 3.93 3.50 -1.46 27.12 2.50 ---
Chou Opportunity 5.68 3.42 3.42 9.02 -8.47 4.27
Madison Diversified Income A 1.19 3.40 2.50 8.32 5.71 7.36
Timothy Plan Strategic Growth C 1.86 3.39 1.73 5.24 0.59 3.67
WesMark Balanced 0.57 3.38 2.86 9.13 5.49 6.42
Salient Select Opportunity C 3.94 3.37 -1.55 26.57 2.04 ---
Dreyfus Balanced Opportunity Z 1.24 3.37 1.28 10.68 6.71 9.03
Dreyfus Balanced Opportunity Y 1.23 3.35 1.28 --- --- ---
Dreyfus Balanced Opportunity J 1.23 3.35 1.28 10.69 6.76 9.13
Dreyfus Balanced Opportunity I 1.23 3.35 1.28 10.69 6.77 9.15
MainStay Balanced I 1.85 3.34 1.88 9.02 6.05 9.38
MainStay Balanced R1 1.84 3.31 1.88 8.91 5.95 9.29
Rational Strategic Allocation C 1.46 3.30 1.68 --- --- ---
Greenspring 3.44 3.27 2.53 16.90 4.24 6.97
American Beacon Balanced Instl 1.61 3.27 2.08 11.22 5.75 8.97
Madison Diversified Income C 1.18 3.26 2.36 7.54 4.94 ---
Dreyfus Balanced Opportunity A 1.19 3.26 1.23 10.40 6.49 8.87
MainStay Balanced R2 1.81 3.25 1.81 8.65 5.69 9.01
MainStay Balanced A 1.82 3.25 1.82 8.74 5.79 9.11
American Beacon Balanced Y 1.61 3.23 2.06 11.24 5.70 8.89
MainStay Balanced Inv 1.81 3.21 1.78 8.60 5.63 8.93
Madison Diversified Income B 1.12 3.19 2.36 7.54 4.94 6.56
American Beacon Balanced Inv 1.59 3.17 2.01 10.74 5.38 8.60
LK Balanced Institutional 2.38 3.15 1.79 7.46 2.31 ---
MainStay Balanced R3 1.77 3.14 1.74 8.37 5.41 8.73
American Beacon Balanced A 1.58 3.14 1.99 10.66 5.30 8.48
Invesco Equity and Income R6 1.69 3.12 1.68 15.41 7.84 ---
Invesco Equity and Income R5 1.59 3.10 1.65 15.30 7.74 10.72
American Beacon Balanced Adv 1.57 3.10 1.96 10.55 5.20 8.42
Invesco Equity and Income Y 1.59 3.08 1.64 15.22 7.66 10.67
Franklin Balanced R6 0.95 3.08 2.02 9.65 5.69 ---
Franklin Balanced Adv 0.94 3.05 1.99 9.54 5.55 7.74
Invesco Equity and Income A 1.59 3.02 1.58 14.93 7.39 10.40
Dreyfus Balanced Opportunity C 1.14 3.02 1.00 9.61 5.69 8.06
VY® Invesco Equity and Income I 1.61 3.01 1.58 15.03 7.63 10.52
Holland Balanced 1.39 2.98 2.18 8.58 5.96 8.48
MainStay Balanced C 1.75 2.97 1.60 7.80 4.84 8.12
MainStay Balanced B 1.75 2.97 1.60 7.80 4.84 8.13
Franklin Balanced A 0.92 2.97 1.93 9.29 5.28 7.45
VY® Invesco Equity and Income S 1.60 2.92 1.53 14.74 7.36 10.25
VY® Invesco Equity and Income S2 1.60 2.90 1.51 14.61 7.23 10.10
American Beacon Balanced C 1.52 2.89 1.80 9.83 4.51 7.67
Perkins Value Plus Income I 1.33 2.88 2.16 10.76 5.82 7.92
Perkins Value Plus Income D 1.32 2.87 2.14 10.70 5.75 7.83
Invesco Equity and Income R 1.59 2.85 1.41 14.57 7.13 10.10
VY® Invesco Equity and Income A 1.57 2.84 1.46 14.44 7.10 9.97
Perkins Value Plus Income A 1.40 2.83 2.20 10.57 5.64 7.70
Invesco Equity and Income B 1.53 2.79 1.42 14.05 6.60 9.58
Invesco Equity and Income C 1.53 2.78 1.42 14.12 6.61 9.58
ALPS/Sterling ETF Tactical Rotation I 3.10 2.76 1.86 6.44 --- ---
Perkins Value Plus Income T 1.31 2.75 2.12 10.51 5.69 7.77
Franklin Balanced C 0.78 2.75 1.68 8.39 4.50 6.67
Perkins Value Plus Income S 1.29 2.71 2.08 10.34 5.56 7.59
ALPS/Sterling ETF Tactical Rotation A 3.13 2.67 1.77 6.20 --- ---
PSG Tactical Growth 0.10 2.65 0.62 5.03 -3.40 -0.04
Perkins Value Plus Income C 1.33 2.64 2.01 9.68 4.86 6.90
Regal Total Return A 0.76 2.61 1.92 5.30 --- ---
ALPS/Sterling ETF Tactical Rotation C 3.07 2.37 1.57 5.35 --- ---
Intrepid Capital Investor 0.70 2.28 1.13 10.94 3.76 6.82
Intrepid Capital Institutional 0.68 2.25 1.11 11.12 4.00 7.08
Timothy Plan Growth & Income I 1.66 1.66 0.91 4.85 0.67 ---
Timothy Plan Growth & Income A 1.57 1.57 0.83 4.55 0.43 ---
Timothy Plan Growth & Income C 1.61 1.42 0.66 3.87 -0.31 ---
Hennessy Balanced Investor 0.49 1.40 0.74 6.08 4.02 5.00
AB All Market Real Return Z 0.84 1.09 -1.06 7.30 -7.42 ---
AB All Market Real Return I 0.84 1.09 -1.06 7.30 -7.42 -3.37
AB All Market Real Return Advisor 0.84 1.08 -1.06 7.22 -7.50 -3.43
AB All Market Real Return 2 0.83 1.07 -1.05 7.34 -7.38 -3.36
AB All Market Real Return K 0.84 0.97 -1.07 6.93 -7.71 -3.65
AB All Market Real Return 1 0.85 0.97 -1.07 6.98 -7.64 -3.59
Prudential Real Assets Z 0.75 0.88 -0.61 1.79 -1.43 0.67
AB All Market Real Return A 0.72 0.84 -1.17 6.81 -7.77 -3.72
Prudential Real Assets Q 0.75 0.78 -0.60 1.74 --- ---
Prudential Real Assets A 0.75 0.75 -0.63 1.49 -1.66 0.41
AB All Market Real Return R 0.72 0.72 -1.30 6.60 -8.00 -3.92
AB All Market Real Return C 0.72 0.72 -1.29 6.07 -8.41 -4.40
Prudential Real Assets C 0.76 0.49 -0.79 0.72 -2.38 -0.32
Prudential Real Assets B 0.65 0.49 -0.90 0.72 -2.41 -0.34
Timothy Plan Defensive Strategies I 0.45 0.36 -0.97 1.68 -0.13 ---
Timothy Plan Defensive Strategies A 0.36 0.18 -1.05 1.41 -0.38 -0.63
Timothy Plan Defensive Strategies C 0.37 0.00 -1.19 0.65 -1.13 -1.37
Avondale Core Investment 0.00 0.00 -0.20 0.10 --- ---
Poplar Forest Cornerstone Institutional 0.27 -0.08 -1.84 10.33 --- ---
Poplar Forest Cornerstone A 0.27 -0.11 -1.88 10.05 --- ---
Fairholme Allocation 2.39 -0.58 -2.39 9.97 -5.54 3.60
Wells Fargo WealthBuilder Gr Bal A 2.10 --- --- --- --- ---
Transamerica Multi-Managed Balanced T1 1.57 --- --- --- --- ---
Transamerica Multi-Managed Balanced Adv 1.57 --- --- --- --- ---
Transamerica Asset Allocation Mod Gr T1 2.19 --- --- --- --- ---
Transamerica Asset Allocation Mod Gr Adv 1.76 --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 --- --- --- --- --- ---
Invesco Moderate Allocation R6 --- --- --- --- --- ---
Hartford Checks and Balances F 1.39 --- --- --- --- ---
Hartford Balanced F 1.67 --- --- --- --- ---
Columbia Flexible Capital Income Y 2.31 --- --- --- --- ---
Columbia Balanced T --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F3 1.03 --- 2.73 --- --- ---
American Funds Retire Inc Port-Enh F3 1.14 --- 3.10 --- --- ---
American Funds Income F3 1.08 --- 2.70 --- --- ---
American Funds Balanced F3 1.75 --- 3.93 --- --- ---
American Funds American Balanced F3 1.64 --- 3.04 --- --- ---
American Century Strat Allc: Mod R5 --- --- --- --- --- ---
American Century Balanced R5 --- --- --- --- --- ---
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