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Data through 12/19/2014. 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 0.18 6.40 0.43 8.10 12.78 9.66
SEI Conservative Strategy Allc A (SAAT) 1.25 14.35 4.20 15.73 15.72 14.32
Archer Balanced 1.22 14.08 3.98 16.44 14.15 8.71
SEI Defensive Strategy Allc A (SAAT) 0.96 13.04 3.43 14.21 14.85 13.71
VY T. Rowe Price Capital Appreciation I 0.90 12.76 3.61 14.28 17.70 13.48
T. Rowe Price Capital Appreciation 0.88 12.55 3.63 14.11 17.58 13.36
Natixis Diversified Income A LW 0.99 12.51 3.81 13.53 11.36 11.17
Natixis Diversified Income A 0.99 12.51 3.81 13.53 11.36 11.17
VY T. Rowe Price Capital Appreciation S 0.86 12.49 3.58 14.02 17.42 13.20
Natixis Diversified Income Y 1.02 12.45 3.88 13.47 --- ---
JHFunds2 Capital Appreciation Value NAV 0.92 12.45 3.69 14.04 17.63 ---
VY T. Rowe Price Capital Appreciation S2 0.83 12.33 3.53 13.85 17.25 13.03
T. Rowe Price Capital Appreciation Adv 0.84 12.21 3.55 13.73 17.20 13.02
VY T. Rowe Price Capital Appreciation A 0.82 12.10 3.47 13.61 17.01 12.80
Bruce -1.18 12.09 -1.90 14.12 13.58 14.04
Natixis Diversified Income C 1.01 11.87 3.78 12.80 10.57 10.37
Hennessy Equity and Income Institutional 1.65 11.82 3.53 12.80 12.92 11.75
Hennessy Equity and Income Investor 1.64 11.51 3.47 12.50 12.62 11.48
State Farm Equity & Bond Instl 1.45 11.47 3.42 12.86 14.43 10.85
Disciplined Growth Investors 2.19 11.45 6.58 13.55 17.81 ---
State Farm Equity & Bond R3 1.37 11.35 3.46 12.83 14.35 10.77
Pioneer Classic Balanced Y 0.98 11.34 1.99 13.05 14.60 10.75
State Farm Equity & Bond A Legacy LW 1.44 11.25 3.40 12.60 14.17 10.56
State Farm Equity & Bond A Legacy 1.44 11.25 3.40 12.60 14.17 10.56
George Putnam Balanced R6 1.19 11.22 2.59 12.67 --- ---
Fidelity® Puritan® K 1.13 11.22 1.86 12.98 16.10 12.08
State Farm Equity & Bond A Load Waived 1.36 11.15 3.34 12.64 14.16 10.57
State Farm Equity & Bond A 1.36 11.15 3.34 12.64 14.16 10.57
State Farm Equity & Bond R2 1.38 11.12 3.37 12.54 14.02 10.45
George Putnam Balanced Y 1.22 11.11 2.56 12.56 14.98 11.22
Fidelity® Puritan® 1.11 11.11 1.85 12.86 15.98 11.95
George Putnam Balanced R5 1.22 11.10 2.56 12.55 --- ---
Pioneer Classic Balanced A Load Waived 1.09 11.06 2.00 12.80 14.30 10.43
Pioneer Classic Balanced A 1.09 11.06 2.00 12.80 14.30 10.43
BlackRock Balanced Capital Instl 1.61 10.92 3.15 12.71 15.62 11.55
Transamerica Partners Instl Balanced 1.19 10.90 2.82 12.44 15.01 11.80
Transamerica Multi-Mgd Balanced I 1.20 10.89 2.81 12.43 14.71 13.86
Fidelity® Balanced K 0.95 10.86 2.18 12.74 15.82 12.04
State Farm Equity & Bond R1 1.38 10.83 3.29 12.23 13.78 10.20
George Putnam Balanced A Load Waived 1.16 10.80 2.44 12.26 14.69 10.95
George Putnam Balanced A 1.16 10.80 2.44 12.26 14.69 10.95
Scharf Balanced Opportunity Inv 0.83 10.79 1.87 12.64 --- ---
Calvert Balanced I 1.24 10.78 3.10 12.32 14.06 11.15
Columbia Balanced Y 1.14 10.73 2.16 12.35 --- ---
State Farm Equity & Bond B Legacy 1.35 10.71 3.30 12.14 13.69 10.10
Fidelity® Balanced 0.93 10.71 2.18 12.59 15.67 11.89
Hartford Balanced Y 1.57 10.70 2.61 12.67 15.53 11.44
Columbia Balanced R5 1.13 10.70 2.15 12.33 16.37 ---
Hartford Balanced R5 1.57 10.65 2.60 12.61 15.47 11.37
Fidelity Advisor® Balanced Z 0.98 10.63 2.25 12.52 --- ---
MainStay Balanced I 1.27 10.62 2.66 12.21 15.95 12.00
Columbia Balanced R4 1.13 10.59 2.14 12.20 --- ---
GuideStone Funds Defensv Mkt Strats Inst 0.75 10.58 2.49 12.15 13.49 ---
BlackRock Balanced Capital Inv A LW 1.57 10.58 3.04 12.38 15.29 11.20
BlackRock Balanced Capital Inv A 1.57 10.58 3.04 12.38 15.29 11.20
State Farm Equity & Bond B 1.37 10.57 3.25 11.92 13.44 9.87
State Farm Balanced 0.43 10.56 2.49 11.94 11.32 8.59
MainStay Balanced R1 1.28 10.55 2.64 12.10 15.82 11.89
Transamerica Multi-Mgd Balanced A LW 1.16 10.54 2.71 12.09 14.25 13.44
Transamerica Multi-Mgd Balanced A 1.16 10.54 2.71 12.09 14.25 13.44
Columbia Balanced Z 1.14 10.53 2.13 12.15 16.24 11.96
Transamerica Partners Balanced 1.17 10.52 2.74 12.13 14.61 11.42
Fidelity Advisor® Balanced I 0.94 10.52 2.23 12.41 15.54 11.77
Value Line Income & Growth 0.37 10.50 2.13 12.25 14.17 10.04
George Putnam Balanced R 1.11 10.50 2.39 11.95 14.40 10.67
Hartford Balanced HLS IA 1.58 10.47 2.60 12.42 15.70 11.49
Calvert Balanced Y 1.19 10.45 3.06 11.99 --- ---
American Century Balanced Instl 1.47 10.44 2.83 12.05 14.26 11.49
GuideStone Funds Defensv Mkt Strats Inv 0.83 10.41 2.49 11.93 13.23 ---
Columbia Balanced K 1.13 10.39 2.09 11.98 16.06 ---
MainStay Balanced A Load Waived 1.27 10.37 2.60 11.92 15.66 11.72
MainStay Balanced A 1.27 10.37 2.60 11.92 15.66 11.72
Vanguard Wellington™ Admiral™ 1.05 10.35 2.14 11.94 15.33 11.52
Hartford Balanced R4 1.53 10.33 2.48 12.27 15.09 11.03
Vanguard Wellington™ Inv 1.06 10.29 2.14 11.85 15.25 11.44
Hartford Balanced A Load Waived 1.54 10.28 2.49 12.20 15.03 10.96
Hartford Balanced A 1.54 10.28 2.49 12.20 15.03 10.96
George Putnam Balanced M 1.12 10.28 2.29 11.67 14.11 10.39
Columbia Balanced A Load Waived 1.13 10.27 2.08 11.89 15.94 11.70
Columbia Balanced A 1.13 10.27 2.08 11.89 15.94 11.70
MainStay Balanced R2 1.24 10.25 2.57 11.80 15.54 11.60
Prudential Asset Allocation Z 0.82 10.24 1.90 12.04 15.05 11.51
BlackRock Balanced Capital R 1.54 10.23 2.96 11.97 14.86 10.78
Hartford Balanced HLS IB 1.56 10.21 2.53 12.12 15.41 11.21
Calvert Balanced A Load Waived 1.17 10.21 2.97 11.74 13.50 10.58
Calvert Balanced A 1.17 10.21 2.97 11.74 13.50 10.58
MainStay Balanced Inv 1.23 10.18 2.55 11.73 15.45 11.52
Plumb Balanced 0.40 10.17 1.57 12.19 13.39 9.32
Fidelity Advisor® Balanced A LW 0.89 10.17 2.16 12.02 15.22 11.46
Fidelity Advisor® Balanced A 0.89 10.17 2.16 12.02 15.22 11.46
AMG Chicago Equity Partners Bal Instl 0.91 10.17 1.42 11.52 13.44 11.20
American Century Balanced Inv 1.41 10.17 2.72 11.83 14.02 11.24
Vanguard Balanced Index I 1.12 10.16 2.82 11.63 14.18 11.48
Eaton Vance Balanced I 0.58 10.15 1.25 11.87 --- ---
Vanguard Balanced Index Adm 1.12 10.12 2.79 11.58 14.16 11.46
Pioneer Classic Balanced C 0.99 10.09 1.80 11.75 13.33 9.51
AMG Chicago Equity Partners Bal Svc 0.91 10.09 1.45 11.41 --- ---
UBS US Allocation P 1.05 10.04 2.38 12.04 15.74 11.82
Columbia Balanced R 1.09 10.03 2.01 11.61 15.68 ---
George Putnam Balanced C 1.11 10.02 2.28 11.47 13.84 10.11
MainStay Balanced R3 1.23 10.01 2.53 11.52 15.25 11.34
Hartford Balanced R3 1.53 10.01 2.44 11.91 14.75 10.70
Vanguard Balanced Index Inv 1.08 9.98 2.75 11.43 14.00 11.30
Prudential Asset Allocation A LW 0.77 9.97 1.86 11.70 14.71 11.17
Prudential Asset Allocation A 0.77 9.97 1.86 11.70 14.71 11.17
George Putnam Balanced B 1.12 9.97 2.29 11.43 13.83 10.10
Putnam Dynamic Asset Allocation Bal R6 0.99 9.94 2.48 11.77 --- ---
Fidelity Advisor® Balanced T 0.87 9.92 2.06 11.81 14.97 11.22
AMG Chicago Equity Partners Bal Inv 0.91 9.92 1.37 11.19 13.17 10.93
Eaton Vance Balanced A Load Waived 0.52 9.88 1.19 11.60 15.05 10.50
Eaton Vance Balanced A 0.52 9.88 1.19 11.60 15.05 10.50
Putnam Dynamic Asset Allocation Bal Y 1.03 9.85 2.46 11.68 15.48 11.61
Invesco Equity and Income R5 1.24 9.85 0.97 11.41 17.24 ---
Putnam Dynamic Asset Allocation Bal R5 0.97 9.84 2.46 11.58 --- ---
Invesco Equity and Income R6 1.25 9.84 0.99 11.51 --- ---
Transamerica Multi-Mgd Balanced C 1.10 9.80 2.55 11.32 13.55 12.77
American Beacon Balanced AMR 0.82 9.79 0.97 11.41 16.28 11.79
BlackRock Balanced Capital Inv C 1.52 9.78 2.86 11.50 14.38 10.33
Prudential Asset Allocation R 0.77 9.77 1.80 11.50 14.49 10.93
UBS US Allocation A Load Waived 1.02 9.75 2.32 11.70 15.40 11.50
UBS US Allocation A 1.02 9.75 2.32 11.70 15.40 11.50
Alger Balanced I-2 0.77 9.74 2.09 11.22 11.08 8.36
Invesco Equity and Income Y 1.21 9.66 0.86 11.22 17.17 11.79
Sit Balanced 1.17 9.62 3.11 11.32 13.42 10.15
Transamerica Multi-Mgd Balanced B 1.09 9.55 2.52 11.05 13.26 12.48
Putnam Dynamic Asset Allocation Bal A LW 0.97 9.52 2.33 11.34 15.20 11.32
Putnam Dynamic Asset Allocation Bal A 0.97 9.52 2.33 11.34 15.20 11.32
Hartford Balanced C 1.45 9.52 2.32 11.43 14.20 10.17
Columbia Balanced C 1.05 9.50 1.87 11.04 15.09 10.85
American Beacon Balanced Instl 0.79 9.50 0.90 11.11 15.98 11.51
Columbia Balanced B 1.05 9.47 1.87 11.01 15.08 10.85
BlackRock Balanced Capital Inv B 1.47 9.46 2.73 11.21 14.10 10.09
Fidelity Advisor® Balanced C 0.87 9.44 2.00 11.22 14.37 10.64
MainStay Balanced C 1.20 9.42 2.39 10.92 14.59 10.69
MainStay Balanced B 1.17 9.41 2.36 10.92 14.58 10.68
Calvert Balanced C 1.11 9.41 2.78 10.89 12.59 9.67
American Beacon Balanced Y 0.79 9.41 0.87 11.04 15.86 ---
Invesco Equity and Income A Load Waived 1.15 9.39 0.79 10.95 16.83 11.51
Invesco Equity and Income A 1.15 9.39 0.79 10.95 16.83 11.51
VY Invesco Equity and Income I 1.25 9.36 0.95 10.98 16.81 11.50
Hartford Balanced B 1.46 9.35 2.31 11.26 14.03 10.01
American Funds American Balanced R6 0.69 9.34 1.94 11.16 16.34 12.63
Fidelity Advisor® Balanced B 0.87 9.33 1.98 11.16 14.30 10.56
American Funds American Balanced R5 0.69 9.29 1.94 11.11 16.28 12.58
American Funds Income Fund of Amer R6 0.09 9.25 0.87 11.07 14.45 11.80
Putnam Dynamic Asset Allocation Bal R 0.91 9.24 2.28 11.07 14.90 11.03
American Funds American Balanced F2 0.69 9.22 1.94 11.09 16.22 12.51
Prudential Asset Allocation C 0.71 9.21 1.62 10.92 13.90 10.38
American Funds Income Fund of Amer R5 0.09 9.21 0.87 11.02 14.40 11.73
Prudential Asset Allocation B 0.71 9.20 1.68 10.92 13.89 10.40
Invesco Equity and Income R 1.18 9.18 0.83 10.73 16.60 11.23
American Funds Income Fund of Amer F2 0.14 9.18 0.87 10.97 14.33 11.69
Eaton Vance Balanced C 0.56 9.16 1.00 10.86 14.16 9.71
American Funds American Balanced 529F 0.65 9.14 1.86 10.96 16.12 12.42
1919 Socially Responsive Balanced I 0.38 9.14 1.84 11.11 13.66 9.99
Schwab Balanced 1.40 9.13 3.11 10.69 13.50 10.61
VY Invesco Equity and Income S 1.24 9.10 0.87 10.71 16.52 11.23
American Funds Income Fund of Amer 529F1 0.09 9.10 0.83 10.93 14.29 11.63
American Beacon Balanced Inv 0.76 9.10 0.81 10.80 15.58 11.13
Hartford Checks and Balances R5 0.83 9.08 1.49 10.86 16.15 10.76
Hartford Checks and Balances I 0.91 9.08 1.58 10.95 16.19 10.76
Putnam Dynamic Asset Allocation Bal M 0.98 9.07 2.28 10.81 14.63 10.76
JHancock Balanced R6 0.25 9.06 1.38 10.75 15.93 ---
Federated MDT Balanced Instl 1.15 9.06 1.33 10.87 15.46 10.38
Eaton Vance Balanced B 0.43 9.04 0.99 10.74 14.15 9.64
Dodge & Cox Balanced 0.82 9.02 0.23 10.82 19.70 12.88
American Funds American Balanced A LW 0.69 9.01 1.86 10.87 15.99 12.27
American Funds American Balanced A 0.69 9.01 1.86 10.87 15.99 12.27
Calvert Balanced B 1.07 9.00 2.67 10.46 12.26 9.41
American Beacon Balanced A Load Waived 0.76 9.00 0.79 10.61 15.42 ---
American Beacon Balanced A 0.76 9.00 0.79 10.61 15.42 ---
American Funds American Balanced R4 0.65 8.99 1.86 10.80 15.95 12.24
Perkins Value Plus Income I 0.09 8.97 1.67 10.48 12.20 ---
JHancock Balanced R5 0.23 8.96 1.34 10.65 15.86 10.60
VY Invesco Equity and Income S2 1.21 8.93 0.84 10.54 16.35 11.06
UBS US Allocation C 0.94 8.93 2.11 10.88 14.53 10.66
Cavanal Hill Balanced I 0.90 8.93 2.39 10.51 11.99 10.20
American Funds Income Fund of Amer A LW 0.09 8.93 0.78 10.78 14.12 11.48
American Funds Income Fund of Amer A 0.09 8.93 0.78 10.78 14.12 11.48
American Funds American Balanced F1 0.65 8.93 1.86 10.79 15.93 12.25
American Beacon Balanced Adv 0.75 8.93 0.78 10.59 15.42 10.97
Westwood Income Opportunity Instl -0.47 8.92 0.68 10.52 11.45 10.46
Perkins Value Plus Income T 0.17 8.91 1.72 10.40 12.02 ---
American Funds American Balanced 529A LW 0.65 8.91 1.86 10.77 15.88 12.18
American Funds American Balanced 529A 0.65 8.91 1.86 10.77 15.88 12.18
MFS® Total Return R5 1.18 8.88 2.05 10.28 --- ---
American Funds Income Fund of Amer R4 0.09 8.88 0.83 10.71 14.07 11.41
American Funds Income Fund of Amer F1 0.05 8.88 0.78 10.65 14.04 11.40
MassMutual Premier Balanced R5 0.61 8.87 1.60 10.49 13.87 10.75
JHancock Balanced I 0.22 8.87 1.31 10.56 15.82 10.57
American Funds Income Fund of Amer 529A 0.09 8.87 0.78 10.69 14.02 11.38
American Funds Income Fund of Amer 52 LW 0.09 8.87 0.78 10.69 14.02 11.38
VY Invesco Equity and Income A 1.23 8.85 0.82 10.45 16.23 10.94
Perkins Value Plus Income D 0.09 8.85 1.65 10.35 12.04 ---
1919 Socially Responsive Balanced A LW 0.34 8.83 1.76 10.77 13.33 9.70
1919 Socially Responsive Balanced A 0.34 8.83 1.76 10.77 13.33 9.70
MFS® Total Return I 1.17 8.81 2.03 10.20 14.10 10.37
Hartford Checks and Balances R4 0.83 8.81 1.46 10.57 15.84 10.42
Federated MDT Balanced A Load Waived 1.15 8.81 1.28 10.65 15.19 10.11
Federated MDT Balanced A 1.15 8.81 1.28 10.65 15.19 10.11
MFS® Total Return R4 1.17 8.80 2.09 10.19 14.11 10.38
Putnam Dynamic Asset Allocation Bal C 0.96 8.79 2.20 10.56 14.37 10.48
Hartford Checks and Balances A LW 0.83 8.79 1.43 10.58 15.88 10.49
Hartford Checks and Balances A 0.83 8.79 1.43 10.58 15.88 10.49
Perkins Value Plus Income A Load Waived 0.08 8.77 1.70 10.16 11.91 ---
Perkins Value Plus Income A 0.08 8.77 1.70 10.16 11.91 ---
JHancock Balanced R4 0.18 8.74 1.29 10.48 15.63 10.31
1789 Growth and Income P 0.00 8.74 1.63 10.76 --- ---
Putnam Dynamic Asset Allocation Bal B 0.92 8.73 2.22 10.47 14.33 10.49
Perkins Value Plus Income S 0.07 8.71 1.58 10.08 11.76 ---
MassMutual Premier Balanced Svc 0.59 8.70 1.62 10.34 13.74 10.59
Cavanal Hill Balanced A Load Waived 0.91 8.68 2.26 10.19 11.66 ---
Cavanal Hill Balanced A 0.91 8.68 2.26 10.19 11.66 ---
Pax World Balanced Instl 0.81 8.67 1.94 10.43 13.37 9.54
Invesco Equity and Income C 1.13 8.67 0.68 10.14 15.99 10.68
Cavanal Hill Balanced Inv 0.90 8.67 2.33 10.18 11.71 9.93
Westwood Income Opportunity A LW -0.53 8.66 0.62 10.27 11.18 10.19
Westwood Income Opportunity A -0.53 8.66 0.62 10.27 11.18 10.19
JHancock Balanced R2 0.22 8.65 1.26 10.33 --- ---
American Funds American Balanced R3 0.65 8.64 1.79 10.46 15.60 11.90
American Funds American Balanced 529E 0.65 8.63 1.79 10.44 15.59 11.88
MassMutual Premier Balanced Adm 0.56 8.61 1.55 10.22 13.54 10.41
Invesco Equity and Income B 1.12 8.60 0.67 10.18 16.09 11.05
American Funds Income Fund of Amer 529E 0.05 8.59 0.74 10.40 13.75 11.09
JHancock Balanced A Load Waived 0.19 8.58 1.25 10.27 15.41 10.16
JHancock Balanced A 0.19 8.58 1.25 10.27 15.41 10.16
MFS® Total Return R3 1.15 8.57 1.97 9.92 13.80 10.09
MFS® Total Return A Load Waived 1.16 8.57 1.97 9.93 13.82 10.08
MFS® Total Return A 1.16 8.57 1.97 9.93 13.82 10.08
Janus Balanced N 0.54 8.55 1.83 10.01 --- ---
American Funds Income Fund of Amer R3 0.05 8.55 0.69 10.35 13.70 11.06
MFS® Total Return 529A Load Waived 1.16 8.49 1.97 9.91 13.77 10.02
MFS® Total Return 529A 1.16 8.49 1.97 9.91 13.77 10.02
Federated MDT Balanced R 1.03 8.47 1.16 10.25 14.79 9.65
MassMutual Premier Balanced A LW 0.61 8.44 1.55 10.07 13.31 10.16
MassMutual Premier Balanced A 0.61 8.44 1.55 10.07 13.31 10.16
Pax World Balanced Individual Inv 0.78 8.43 1.89 10.18 13.07 9.26
Janus Balanced I 0.52 8.42 1.80 9.93 14.60 10.22
Hartford Checks and Balances R3 0.74 8.42 1.34 10.10 15.45 10.07
1789 Growth and Income A Load Waived 0.00 8.41 1.56 10.52 --- ---
1789 Growth and Income A 0.00 8.41 1.56 10.52 --- ---
Janus Aspen Balanced Instl 0.50 8.40 1.80 9.89 14.87 10.48
Capital Guardian Core Balanced Instl 1.40 8.40 2.65 --- --- ---
Janus Balanced D 0.53 8.39 1.79 9.85 14.55 10.14
JHancock Balanced R3 0.18 8.37 1.24 10.05 15.19 9.94
Janus Balanced T 0.51 8.27 1.78 9.73 14.42 10.03
Mairs & Power Balanced Inv 1.11 8.25 2.25 9.73 15.82 12.50
JHancock Balanced R1 0.21 8.25 1.18 9.93 15.06 9.83
MFS® Total Return R2 1.08 8.24 1.90 9.63 13.52 9.81
American Funds American Balanced B 0.61 8.22 1.71 10.02 15.12 11.43
Delaware Dividend Income Instl 0.00 8.21 -0.13 9.95 15.18 11.70
Dreyfus Balanced Opportunity J 1.45 8.20 1.99 9.79 15.41 10.85
Dreyfus Balanced Opportunity I 1.45 8.20 1.99 9.82 15.46 10.93
American Funds Income Fund of Amer B 0.05 8.20 0.60 9.93 13.28 10.64
American Funds American Balanced C 0.62 8.20 1.67 9.97 15.05 11.38
American Beacon Balanced C 0.69 8.20 0.61 9.84 14.55 ---
American Funds American Balanced R2 0.62 8.19 1.67 10.00 15.12 11.43
American Funds American Balanced R1 0.58 8.17 1.64 9.94 15.07 11.40
Janus Balanced A Load Waived 0.48 8.16 1.73 9.59 14.26 9.91
Janus Balanced A 0.48 8.16 1.73 9.59 14.26 9.91
Pax World Balanced R 0.77 8.14 1.80 9.90 12.78 8.99
Dreyfus Balanced Opportunity Z 1.46 8.14 2.00 9.74 15.27 10.71
American Funds Income Fund of Amer C 0.05 8.13 0.60 9.92 13.23 10.59
1919 Socially Responsive Balanced C 0.29 8.13 1.59 10.02 12.57 8.99
Victory Balanced I 1.35 8.12 1.46 9.79 15.08 10.19
American Funds Income Fund of Amer R1 0.05 8.12 0.60 9.90 13.20 10.57
American Funds Income Fund of Amer R2 0.05 8.11 0.65 9.91 13.24 10.58
American Funds American Balanced 529B 0.61 8.10 1.63 9.91 14.97 11.30
American Funds American Balanced 529C 0.61 8.08 1.67 9.89 14.97 11.31
American Funds Income Fund of Amer 529B 0.05 8.07 0.60 9.81 13.13 10.50
Hartford Checks and Balances C 0.75 8.06 1.25 9.77 15.02 9.64
Nationwide HighMark Balanced Instl 1.23 8.03 2.18 9.26 --- ---
Janus Balanced S 0.47 8.02 1.69 9.45 14.14 9.75
American Funds Income Fund of Amer 529C 0.00 8.02 0.60 9.84 13.13 10.51
Perkins Value Plus Income C 0.03 7.99 1.53 9.39 11.24 ---
Hartford Checks and Balances B 0.75 7.99 1.23 9.69 14.98 9.59
TETON Westwood Balanced I 1.01 7.97 2.20 9.46 13.21 9.46
New Covenant Balanced Growth 0.71 7.97 1.65 9.49 12.53 9.28
Federated MDT Balanced C 0.99 7.97 0.99 9.69 14.32 9.28
Dreyfus Balanced Opportunity A LW 1.45 7.97 1.95 9.55 15.17 10.65
Dreyfus Balanced Opportunity A 1.45 7.97 1.95 9.55 15.17 10.65
Delaware Dividend Income A Load Waived -0.02 7.97 -0.19 9.68 14.90 11.44
Delaware Dividend Income A -0.02 7.97 -0.19 9.68 14.90 11.44
Nationwide HighMark Balanced InSvc 1.21 7.93 2.11 9.08 11.88 9.55
Victory Balanced A Load Waived 1.27 7.84 1.40 9.56 14.80 9.75
Victory Balanced A 1.27 7.84 1.40 9.56 14.80 9.75
JHancock Balanced B 0.16 7.84 1.10 9.51 14.64 9.39
JHancock Balanced C 0.11 7.83 1.10 9.51 14.63 9.40
Franklin Balanced R6 -0.11 7.82 -0.19 9.74 --- ---
Calamos Growth & Income I 0.17 7.82 1.43 9.95 11.79 9.19
Vanguard STAR Inv 0.67 7.79 1.23 9.61 13.98 10.38
MFS® Total Return R1 1.10 7.79 1.79 9.07 12.96 9.28
Sterling Capital Strategic Allc Bal I 0.28 7.76 -0.10 9.16 11.52 8.48
MFS® Total Return B 1.10 7.76 1.84 9.10 12.97 9.27
Hotchkis & Wiley Capital Income I -0.66 7.76 -0.70 9.29 16.26 ---
MFS® Total Return C 1.09 7.74 1.83 9.07 12.97 9.27
Janus Balanced R 0.46 7.74 1.64 9.16 13.84 9.48
Sentinel Balanced I 0.76 7.71 1.21 9.47 14.01 11.00
Delaware Dividend Income R 0.03 7.71 -0.26 9.49 14.61 11.16
MFS® Total Return 529C 1.04 7.70 1.77 9.02 12.90 9.19
1789 Growth and Income C -0.08 7.70 1.42 9.71 13.00 ---
TETON Westwood Balanced AAA 0.94 7.69 2.06 9.17 12.95 9.18
MFS® Total Return 529B 1.04 7.66 1.77 8.99 12.88 9.21
Wells Fargo Advantage Growth Balanced Ad 0.84 7.65 2.00 9.38 16.60 11.73
ICON Risk-Managed Balanced A LW 1.37 7.65 3.65 8.49 11.23 6.85
ICON Risk-Managed Balanced A 1.37 7.65 3.65 8.49 11.23 6.85
CornerCap Balanced -0.68 7.63 -0.13 9.25 13.44 8.90
Franklin Balanced Adv -0.12 7.60 -0.39 9.42 12.34 10.59
Nationwide HighMark Balanced A LW 1.12 7.58 2.02 8.80 11.57 9.26
Nationwide HighMark Balanced A 1.12 7.58 2.02 8.80 11.57 9.26
Jamestown Balanced 0.38 7.58 0.73 9.37 14.31 10.49
1919 Socially Responsive Balanced B 0.29 7.58 1.52 9.50 12.08 8.72
Victory Balanced R 1.24 7.56 1.32 9.25 14.44 9.40
Calamos Growth & Income A Load Waived 0.13 7.54 1.36 9.69 11.51 8.91
Calamos Growth & Income A 0.13 7.54 1.36 9.69 11.51 8.91
Sterling Capital Strategic Allc Bal A LW 0.28 7.51 -0.17 8.85 11.21 8.20
Sterling Capital Strategic Allc Bal A 0.28 7.51 -0.17 8.85 11.21 8.20
JPMorgan Investor Growth & Income Sel 0.63 7.48 1.18 9.26 14.80 10.42
Hotchkis & Wiley Capital Income A LW -0.62 7.46 -0.55 9.02 16.77 ---
Hotchkis & Wiley Capital Income A -0.62 7.46 -0.55 9.02 16.77 ---
WesMark Balanced 0.01 7.44 1.03 8.77 10.73 9.50
Sentinel Balanced A Load Waived 0.79 7.44 1.17 9.23 13.81 10.86
Sentinel Balanced A 0.79 7.44 1.17 9.23 13.81 10.86
Wells Fargo Advantage Growth Balanced A 0.81 7.39 1.92 9.10 16.30 11.44
Wells Fargo Advantage Growth Balanc A LW 0.81 7.39 1.92 9.10 16.30 11.44
Rainier Balanced Institutional 0.56 7.39 1.86 8.88 12.95 9.61
TETON Westwood Balanced A Load Waived 0.87 7.37 2.01 8.85 12.64 8.90
TETON Westwood Balanced A 0.87 7.37 2.01 8.85 12.64 8.90
Janus Balanced C 0.42 7.37 1.53 8.80 13.42 9.09
American Century Strat Allc: Mod R6 0.88 7.35 1.55 9.00 --- ---
JPMorgan Diversified Instl 0.63 7.30 1.34 9.19 14.79 10.84
Franklin Balanced A Load Waived -0.15 7.29 -0.47 9.11 12.03 10.27
Franklin Balanced A -0.15 7.29 -0.47 9.11 12.03 10.27
Calamos Growth & Income R 0.13 7.26 1.30 9.41 11.23 8.63
American Century Strat Allc: Mod Instl 0.87 7.23 1.40 8.82 12.90 10.00
Vanguard LifeStrategy Moderate Gr Inv 0.45 7.22 0.99 8.80 12.23 9.49
Delaware Dividend Income C -0.02 7.21 -0.38 8.93 14.09 10.61
JPMorgan Investor Growth & Income A LW 0.56 7.20 1.05 9.01 14.52 10.14
JPMorgan Investor Growth & Income A 0.56 7.20 1.05 9.01 14.52 10.14
Dreyfus Balanced Opportunity C 1.37 7.20 1.78 8.76 14.29 9.81
American Century One Choice® Mod Inv 0.79 7.20 1.29 8.81 13.08 10.07
Frost Moderate Allocation Instl 0.16 7.19 0.66 8.99 11.83 8.44
American Funds Balanced Portfolio R6 0.30 7.19 0.96 8.87 --- ---
American Funds Balanced Portfolio R5 0.30 7.15 0.95 8.81 --- ---
American Funds Balanced Portfolio F2 0.22 7.13 0.87 8.77 --- ---
Madison Diversified Income A LW 0.76 7.12 1.80 8.34 10.79 9.85
Madison Diversified Income A 0.76 7.12 1.80 8.34 10.79 9.85
Victory Balanced C 1.22 7.10 1.23 8.76 13.97 8.94
Rainier Balanced Original 0.56 7.10 1.80 8.60 12.61 9.31
ASTON/Montag & Caldwell Balanced I 1.65 7.05 3.57 8.40 10.83 8.48
Calamos Growth & Income B 0.06 7.04 1.16 9.15 11.08 8.34
JPMorgan Diversified Sel 0.57 7.03 1.20 8.85 14.51 10.57
Nationwide HighMark Balanced C 1.10 7.00 1.88 8.16 10.94 8.61
BlackRock Moderate Prepared Instl 0.62 7.00 1.48 8.87 13.72 10.36
American Funds Balanced Portfolio 529F1 0.22 6.99 0.84 8.61 --- ---
Advance Capital I Balanced Instl -0.27 6.99 -0.68 8.72 12.42 10.36
ASTON/Montag & Caldwell Balanced N 1.69 6.95 3.56 8.31 10.72 8.34
Frost Moderate Allocation A Load Waived 0.16 6.94 0.67 8.64 11.58 8.14
Frost Moderate Allocation A 0.16 6.94 0.67 8.64 11.58 8.14
Voya Strategic Allocation Moderate I 0.30 6.93 0.77 8.74 13.30 9.80
TETON Westwood Balanced C 0.82 6.93 1.88 8.30 12.09 8.35
American Century Strat Allc: Mod Inv 0.87 6.93 1.40 8.60 12.68 9.78
American Funds Balanced Portfolio A LW 0.22 6.92 0.82 8.52 --- ---
American Funds Balanced Portfolio A 0.22 6.92 0.82 8.52 --- ---
American Funds Balanced Portfolio R4 0.22 6.88 0.81 8.45 --- ---
Voya Solution Balanced I 0.18 6.85 0.74 8.50 13.33 9.58
ESG Managers® Balanced Port Inst 0.50 6.85 1.26 8.60 12.10 ---
American Funds Balanced Portfolio F1 0.22 6.85 0.80 8.43 --- ---
American Funds Balanced Portfolio 529A 0.30 6.85 0.86 8.50 --- ---
American Funds Balanced Portfolio 529 LW 0.30 6.85 0.86 8.50 --- ---
QS Legg Mason Dynamic Multi-Strategy A 0.39 6.84 0.55 8.76 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 0.39 6.84 0.55 8.76 --- ---
American Funds College 2024 529F1 0.00 6.84 0.49 8.36 --- ---
Oakmark Equity & Income I 0.46 6.83 1.39 8.72 14.27 10.00
JPMorgan Diversified A Load Waived 0.57 6.82 1.22 8.69 14.22 10.31
JPMorgan Diversified A 0.57 6.82 1.22 8.69 14.22 10.31
BMO Balanced Allocation R-6 0.10 6.82 0.69 --- --- ---
Sterling Capital Strategic Allc Bal C 0.19 6.77 -0.34 8.03 10.37 7.40
Calamos Growth & Income C 0.06 6.76 1.17 8.84 10.67 8.09
FPA Crescent 0.78 6.75 1.16 8.49 13.91 10.65
Principal SAM Balanced Inst 0.40 6.74 0.93 8.53 13.26 10.33
JPMorgan Investor Balanced Select 0.47 6.72 1.05 8.05 11.75 8.65
JPMorgan Investor Growth & Income B 0.62 6.71 1.03 8.50 13.93 9.56
Sterling Capital Strategic Allc Bal B 0.19 6.70 -0.29 8.05 10.36 7.39
BlackRock Moderate Prepared Inv A LW 0.62 6.69 1.41 8.54 13.31 9.96
BlackRock Moderate Prepared Inv A 0.62 6.69 1.41 8.54 13.31 9.96
American Funds College 2024 529-A LW 0.00 6.67 0.41 8.08 --- ---
American Funds College 2024 529-A 0.00 6.67 0.41 8.08 --- ---
Advance Capital I Balanced Retail -0.34 6.67 -0.79 8.44 12.12 10.07
Voya Strategic Allocation Moderate S 0.23 6.66 0.69 8.39 13.01 9.52
RidgeWorth Moderate Allocation Strat I 0.71 6.66 1.40 8.13 11.19 8.64
JHancock Lifestyle II Balanced 1 0.28 6.65 0.77 --- --- ---
Sentinel Balanced C 0.73 6.64 1.02 8.41 12.92 9.97
JPMorgan Investor Growth & Income C 0.57 6.64 0.94 8.41 13.90 9.55
ICON Risk-Managed Balanced S 0.21 6.62 2.47 7.44 11.06 6.85
Wells Fargo Advantage Growth Balanced B 0.74 6.61 1.73 8.27 15.42 10.60
JHancock Lifestyle II Balanced R6 0.28 6.61 0.75 --- --- ---
American Century Strat Allc: Mod A LW 0.74 6.61 1.27 8.36 12.38 9.50
American Century Strat Allc: Mod A 0.74 6.61 1.27 8.36 12.38 9.50
Wells Fargo Advantage Growth Balanced C 0.74 6.60 1.72 8.29 15.44 10.61
Franklin Balanced C -0.21 6.60 -0.65 8.32 11.23 9.49
American Funds Balanced Portfolio 529E 0.22 6.59 0.81 8.22 --- ---
Voya Balanced I 0.20 6.58 0.48 8.20 13.26 9.87
ESG Managers® Balanced Port A LW 0.42 6.57 1.18 8.34 11.84 ---
ESG Managers® Balanced Port A 0.42 6.57 1.18 8.34 11.84 ---
American Funds Balanced Portfolio R3 0.22 6.57 0.80 8.14 --- ---
Innealta Capital Risk Based Opp Mod I -1.12 6.56 -1.48 7.12 --- ---
Principal SAM Balanced R5 0.34 6.55 0.86 8.27 12.97 10.06
Voya Solution Balanced S 0.19 6.54 0.66 8.21 13.09 9.29
RidgeWorth Moderate Allocation Strat A 0.66 6.54 1.36 8.01 11.02 8.41
RidgeWorth Moderate Allocation Stra A LW 0.66 6.54 1.36 8.01 11.02 8.41
Oakmark Equity & Income II 0.43 6.52 1.34 8.39 13.91 9.64
American Century Strat Allc: Mod R 0.74 6.50 1.28 8.01 12.11 9.24
Principal SAM Balanced J 0.34 6.48 0.87 8.21 12.91 9.96
BlackRock Moderate Prepared R 0.55 6.47 1.34 8.34 13.18 9.82
Principal SAM Balanced A Load Waived 0.33 6.46 0.83 8.20 12.89 9.95
Principal SAM Balanced A 0.33 6.46 0.83 8.20 12.89 9.95
Great-West Moderate Profile II Init 0.12 6.43 1.12 7.90 12.37 9.20
Voya Solution Balanced S2 0.09 6.42 0.66 8.10 12.91 ---
Innealta Capital Risk Based Opp Mod N -1.13 6.41 -1.53 7.00 --- ---
Great-West SecureFoundation® Bal ETF A 0.77 6.41 1.48 8.09 --- ---
Great-West SecureFoundation® Bal ET A LW 0.77 6.41 1.48 8.09 --- ---
American Funds College 2024 529-E 0.00 6.41 0.41 7.90 --- ---
JPMorgan Investor Balanced A LW 0.41 6.40 0.93 7.74 11.45 8.37
JPMorgan Investor Balanced A 0.41 6.40 0.93 7.74 11.45 8.37
American Indep MAR Tactical Mod Gr Instl 0.56 6.40 1.60 8.00 --- ---
Principal SAM Balanced R4 0.34 6.39 0.83 8.15 12.85 9.93
Madison Diversified Income C 0.70 6.36 1.68 7.58 --- ---
Voya Balanced S 0.21 6.35 0.42 7.90 12.98 9.60
Voya Solution Balanced A 0.19 6.34 0.67 8.03 12.83 8.96
Voya Retirement Moderate Growth I 0.37 6.34 0.67 8.01 12.50 9.30
T. Rowe Price Balanced 0.25 6.34 0.50 8.06 14.13 10.57
First Investors Total Return Instl 0.60 6.33 0.73 7.89 --- ---
Innealta Capital Risk Based Opp Mod A LW -1.13 6.30 -1.54 6.89 --- ---
Innealta Capital Risk Based Opp Mod A -1.13 6.30 -1.54 6.89 --- ---
Madison Diversified Income B 0.70 6.29 1.61 7.50 9.92 9.02
Great-West Moderate Profile I Init 0.00 6.26 0.95 7.62 12.18 9.03
Madison Moderate Allocation A LW 0.65 6.25 1.31 7.95 11.26 8.68
Madison Moderate Allocation A 0.65 6.25 1.31 7.95 11.26 8.68
Calvert Moderate Allocation A LW 0.72 6.25 1.78 8.07 13.42 9.54
Calvert Moderate Allocation A 0.72 6.25 1.78 8.07 13.42 9.54
JPMorgan Diversified C 0.51 6.24 1.05 8.04 13.65 9.75
Columbia Capital Allocation Mod Agrsv Y 0.53 6.24 0.98 8.15 --- ---
First Investors Total Return Adv 0.60 6.23 0.77 7.73 --- ---
Outfitter 0.56 6.21 0.81 7.58 --- ---
JPMorgan Diversified B 0.51 6.19 1.03 8.03 13.64 9.74
Principal SAM Balanced R3 0.34 6.18 0.77 7.96 12.64 9.73
Camelot Premium Return A Load Waived -2.92 6.17 -3.89 8.01 14.52 ---
Camelot Premium Return A -2.92 6.17 -3.89 8.01 14.52 ---
Forward Select Opportunity Institutional -0.86 6.16 -4.15 8.41 --- ---
Columbia Capital Allocation Mod Agrsv R5 0.52 6.16 0.93 8.01 --- ---
Great-West Moderate Profile II L 0.00 6.14 0.93 7.49 12.09 ---
American Funds College 2027 529F1 -0.16 6.14 -0.08 8.07 --- ---
American Funds Balanced Portfolio C 0.22 6.13 0.63 7.70 --- ---
Lord Abbett Multi-Asset Balanced Opp I -0.16 6.11 -0.24 7.85 14.18 9.74
American Indep MAR Tactical Mod Gr A LW 0.56 6.11 1.51 7.60 --- ---
American Indep MAR Tactical Mod Gr A 0.56 6.11 1.51 7.60 --- ---
BNY Mellon Asset Allocation M 0.42 6.10 0.59 7.94 12.09 8.22
American Funds Balanced Portfolio R2 0.22 6.08 0.70 7.63 --- ---
Principal SAM Balanced R2 0.34 6.06 0.80 7.78 12.44 9.53
American Funds Balanced Portfolio B 0.15 6.05 0.61 7.67 --- ---
American Funds Balanced Portfolio 529C 0.22 6.05 0.68 7.66 --- ---
Columbia Capital Allocation Mod Agrsv Z 0.53 6.04 0.99 7.95 13.11 10.27
PNC Balanced Allocation I 0.39 6.03 1.12 7.79 12.69 9.57
Lord Abbett Multi-Asset Balanced Opp F -0.17 6.02 -0.26 7.75 14.07 9.64
American Funds Balanced Portfolio R1 0.15 6.02 0.63 7.65 --- ---
Tributary Balanced Instl Plus -0.22 6.00 0.22 8.26 13.15 ---
Columbia Capital Allocation Mod Agrsv R4 0.45 5.99 0.90 7.90 --- ---
American Funds College 2027 529-A LW -0.16 5.99 -0.16 7.87 --- ---
American Funds College 2027 529-A -0.16 5.99 -0.16 7.87 --- ---
American Century Strat Allc: Mod B 0.74 5.99 1.14 7.48 11.55 8.69
American Century Strat Allc: Mod C 0.74 5.98 1.14 7.47 11.53 8.67
Great-West SecureFoundation® Balanced G 0.15 5.97 0.93 7.40 11.86 9.17
RidgeWorth Moderate Allocation Strat C 0.69 5.96 1.22 7.34 10.34 7.70
Manning & Napier Strategic Inc Modrt I -1.10 5.96 -1.10 7.17 --- ---
American Funds Balanced Portfolio 529B 0.15 5.96 0.61 7.55 --- ---
Fidelity Asset Manager® 60% 0.37 5.95 0.45 7.78 12.75 9.54
Thrivent Moderate Allocation I 0.30 5.94 0.62 7.49 12.01 9.36
Sextant Core -0.97 5.94 -0.50 7.38 8.37 6.87
RiverNorth Core Opportunity R -0.23 5.94 -0.68 8.24 13.05 10.36
JPMorgan Investor Balanced C 0.48 5.94 0.82 7.21 10.89 7.81
JPMorgan Investor Balanced B 0.47 5.94 0.86 7.25 10.90 7.83
Columbia Capital Allocation Mod Agrsv K 0.45 5.93 0.88 7.73 --- ---
Voya Retirement Moderate Growth A 0.30 5.92 0.52 7.57 12.08 8.89
Thrivent Balanced Income Plus I 0.11 5.92 0.53 7.36 14.19 10.71
First Investors Total Return A LW 0.55 5.91 0.62 7.47 13.92 10.89
First Investors Total Return A 0.55 5.91 0.62 7.47 13.92 10.89
Columbia Capital Allocation Moderate Y 0.50 5.90 0.83 7.36 --- ---
BlackRock Moderate Prepared Inv C 0.55 5.90 1.19 7.73 12.47 9.13
Columbia Capital Allocation Moderate R5 0.50 5.89 0.82 7.33 --- ---
Principal SAM Balanced R1 0.34 5.88 0.72 7.64 12.29 9.39
Great-West SecureFoundation® Balanced G1 0.15 5.88 0.92 7.30 11.75 9.06
Fidelity Asset Manager® 70% 0.26 5.88 0.21 8.14 14.37 10.39
Nuveen Strategy Growth Allocation I -0.01 5.85 -0.53 7.95 14.03 9.84
ESG Managers® Balanced Port C 0.42 5.84 1.10 7.61 10.99 ---
Fidelity Advisor Asset Manager® 70% I 0.26 5.82 0.16 8.03 14.31 10.34
PNC Balanced Allocation A Load Waived 0.39 5.81 1.06 7.56 12.38 9.29
PNC Balanced Allocation A 0.39 5.81 1.06 7.56 12.38 9.29
BNY Mellon Asset Allocation Inv 0.39 5.81 0.52 7.60 11.76 7.94
American Funds College 2024 529-C -0.08 5.81 0.25 7.22 --- ---
American Funds College 2024 529-B -0.08 5.81 0.25 7.23 --- ---
Fidelity Advisor Asset Manager® 60% I 0.23 5.80 0.32 7.63 12.66 9.47
Lord Abbett Multi-Asset Balanced Opp A -0.26 5.79 -0.37 7.50 13.86 9.45
Lord Abbett Multi-Asset Balanced Op A LW -0.26 5.79 -0.37 7.50 13.86 9.45
Nuveen Strategy Balanced Allc I -0.05 5.76 -0.50 7.50 12.04 8.99
Columbia Capital Allocation Moderate R4 0.50 5.76 0.77 7.24 --- ---
Tributary Balanced Instl -0.22 5.75 0.16 8.00 12.89 11.98
Columbia Capital Allocation Mod Agrsv A 0.45 5.75 0.85 7.67 12.82 10.01
Columbia Capital Allocation Mod Agr A LW 0.45 5.75 0.85 7.67 12.82 10.01
T. Rowe Price Personal Strat Balanced 0.01 5.73 0.05 7.27 14.04 10.56
Manning & Napier Strategic Inc Modrt S -1.17 5.72 -1.17 6.96 --- ---
Columbia Capital Allocation Mod Agrsv T 0.45 5.72 0.84 7.62 12.76 ---
Great-West SecureFoundation® Balanced L 0.08 5.70 0.85 7.13 11.56 ---
SunAmerica Focused Balanced Strategy A 0.74 5.68 1.05 7.40 11.04 8.27
SunAmerica Focused Balanced Strateg A LW 0.74 5.68 1.05 7.40 11.04 8.27
Columbia Capital Allocation Moderate Z 0.42 5.67 0.68 7.15 11.30 ---
American Funds College 2027 529-E -0.24 5.67 -0.24 7.49 --- ---
ICON Risk-Managed Balanced C 0.15 5.66 2.21 6.45 9.96 5.77
Forward Select Opportunity A LW -0.89 5.65 -4.26 7.84 --- ---
Forward Select Opportunity A -0.89 5.65 -4.26 7.84 --- ---
Schwab MarketTrack Balanced Investor 0.77 5.63 1.44 7.40 11.87 9.20
Principal SAM Balanced C 0.27 5.62 0.65 7.31 12.02 9.14
Lord Abbett Multi-Asset Balanced Opp P -0.19 5.62 -0.34 7.40 13.65 9.26
Thrivent Moderate Allocation A LW 0.23 5.60 0.53 7.15 11.63 8.97
Thrivent Moderate Allocation A 0.23 5.60 0.53 7.15 11.63 8.97
Principal SAM Balanced B 0.27 5.60 0.64 7.29 11.94 9.06
Fidelity Asset Manager® 50% 0.30 5.60 0.49 7.13 11.07 8.80
Madison Moderate Allocation B 0.57 5.57 1.15 7.19 10.42 7.87
Lord Abbett Multi-Asset Balanced Opp R3 -0.20 5.57 -0.35 7.34 13.62 9.22
Fidelity Advisor Asset Manager® 70% A LW 0.23 5.56 0.09 7.77 14.02 10.05
Fidelity Advisor Asset Manager® 70% A 0.23 5.56 0.09 7.77 14.02 10.05
Fidelity Advisor Asset Manager® 50% I 0.34 5.56 0.47 7.15 11.01 8.76
Nuveen Strategy Growth Allocation A LW -0.09 5.55 -0.69 7.63 13.72 9.56
Nuveen Strategy Growth Allocation A -0.09 5.55 -0.69 7.63 13.72 9.56
Columbia Capital Allocation Moderate K 0.42 5.55 0.72 6.98 11.14 9.07
Praxis Genesis Balanced A Load Waived 0.51 5.54 0.91 7.18 11.16 ---
Praxis Genesis Balanced A 0.51 5.54 0.91 7.18 11.16 ---
Fidelity Advisor Asset Manager® 60% A LW 0.23 5.54 0.31 7.37 12.36 9.21
Fidelity Advisor Asset Manager® 60% A 0.23 5.54 0.31 7.37 12.36 9.21
Nuveen Strategy Balanced Allc A LW -0.08 5.53 -0.58 7.20 11.76 8.73
Nuveen Strategy Balanced Allc A -0.08 5.53 -0.58 7.20 11.76 8.73
Thrivent Balanced Income Plus A LW 0.11 5.52 0.51 6.94 13.72 10.21
Thrivent Balanced Income Plus A 0.11 5.52 0.51 6.94 13.72 10.21
American Indep MAR Tactical Mod Gr C 0.56 5.52 1.42 7.00 --- ---
SunAmerica Focused Multi-Asset Strat A 0.95 5.51 1.20 7.52 9.60 7.39
SunAmerica Focused Multi-Asset Stra A LW 0.95 5.51 1.20 7.52 9.60 7.39
Columbia Capital Allocation Mod Agrsv R 0.45 5.48 0.78 7.33 12.52 9.73
Madison Moderate Allocation C 0.57 5.47 1.07 7.19 10.42 7.85
Columbia Capital Allocation Moderate A 0.42 5.46 0.70 6.87 11.04 8.98
Columbia Capital Allocation Moderat A LW 0.42 5.46 0.70 6.87 11.04 8.98
Calvert Moderate Allocation C 0.65 5.46 1.57 7.27 12.60 8.72
VALIC Company I Asset Allocation 0.39 5.44 0.31 7.30 12.44 10.10
Oppenheimer Moderate Inv Y 0.09 5.43 0.27 7.22 11.50 8.98
Lord Abbett Multi-Asset Balanced Opp R2 -0.28 5.43 -0.46 7.17 13.49 9.12
Camelot Premium Return C -2.94 5.43 -4.08 7.27 13.72 ---
Transamerica Asset Allc Mod Gr I 0.39 5.41 0.65 7.25 13.98 9.57
Elfun Diversified 0.10 5.39 0.14 7.16 12.62 8.56
Nuveen Strategy Growth Allocation R3 -0.01 5.38 -0.69 7.45 13.46 9.29
Prudential Moderate Allocation Z 0.26 5.36 0.26 7.11 12.31 9.01
Fidelity Advisor Asset Manager® 70% T 0.24 5.32 0.05 7.52 13.72 9.76
Dreyfus Growth Allocation 0.32 5.32 0.27 7.32 13.44 9.51
Fidelity Advisor Asset Manager® 50% A LW 0.28 5.31 0.40 6.83 10.72 8.47
Fidelity Advisor Asset Manager® 50% A 0.28 5.31 0.40 6.83 10.72 8.47
VY Franklin Income I -1.89 5.30 -3.54 7.00 11.86 9.91
GE Instl Strategic Investment Inv 0.03 5.30 0.18 7.02 12.60 8.52
InvestEd Balanced Load Waived 0.41 5.23 0.77 6.69 11.77 8.18
InvestEd Balanced 0.41 5.23 0.77 6.69 11.77 8.18
Transamerica Asset Allc Mod Gr A LW 0.33 5.20 0.59 7.00 13.63 9.22
Transamerica Asset Allc Mod Gr A 0.33 5.20 0.59 7.00 13.63 9.22
Nuveen Strategy Balanced Allc R3 -0.17 5.20 -0.74 6.89 11.45 8.43
Intrepid Capital Institutional -0.55 5.19 -2.01 6.83 10.94 ---
Fidelity Advisor Asset Manager® 60% T 0.23 5.19 0.23 7.02 12.08 8.92
Columbia Capital Allocation Moderate R 0.42 5.19 0.63 6.62 10.77 ---
PNC Balanced Allocation C 0.38 5.17 0.91 6.84 11.60 8.48
Oppenheimer Moderate Inv A Load Waived 0.09 5.17 0.18 6.94 11.24 8.68
Oppenheimer Moderate Inv A 0.09 5.17 0.18 6.94 11.24 8.68
American Funds College 2027 529-B -0.24 5.16 -0.40 7.01 --- ---
QS Legg Mason Lifestyle Allocation 70% I 0.00 5.15 -0.52 7.30 14.76 11.00
AllianzGI Income & Growth Institutional -0.09 5.14 -0.30 6.86 13.10 10.59
First Investors Total Return B 0.51 5.13 0.45 6.62 13.06 10.09
Manning & Napier Pro-Blend Extnd Term I -0.65 5.11 -1.94 7.09 12.64 9.45
Prudential Moderate Allocation A LW 0.26 5.08 0.19 6.87 12.03 8.76
Prudential Moderate Allocation A 0.26 5.08 0.19 6.87 12.03 8.76
American Funds College 2027 529-C -0.24 5.08 -0.40 6.96 --- ---
Lord Abbett Multi-Asset Balanced Opp B -0.31 5.06 -0.56 6.70 13.01 8.65
AllianzGI Income & Growth P -0.10 5.06 -0.31 6.70 12.99 10.49
USAA Cornerstone Moderately Agrsv -0.15 5.05 -1.02 6.72 10.02 7.60
Lord Abbett Multi-Asset Balanced Opp C -0.23 5.04 -0.47 6.77 13.04 8.67
SunAmerica Focused Balanced Strategy C 0.66 5.03 0.93 6.67 10.32 7.58
Fidelity Advisor Asset Manager® 50% T 0.27 5.03 0.38 6.61 10.45 8.22
VY Franklin Income S -1.98 5.01 -3.57 6.72 11.56 9.63
New Century Balanced -0.65 5.01 -0.71 6.60 11.69 8.81
GE Instl Strategic Investment Svc 0.01 5.01 0.09 6.81 12.32 8.15
Columbia Capital Allocation Mod Agrsv C 0.45 5.00 0.68 6.85 12.00 9.19
Columbia Capital Allocation Mod Agrsv B 0.38 5.00 0.69 6.80 11.95 9.17
AllianceBern Balance Wealth Strat Adv -0.32 5.00 -0.46 6.65 11.46 8.18
QS Legg Mason Lifestyle Allocation A LW 0.00 4.98 -0.51 7.12 14.52 10.75
QS Legg Mason Lifestyle Allocation 70% A 0.00 4.98 -0.51 7.12 14.52 10.75
AllianceBern Balance Wealth Strat I -0.28 4.98 -0.49 6.64 11.42 8.15
Touchstone Balanced Allocation Instl -0.08 4.95 -0.36 6.34 10.77 8.35
Dunham Appreciation & Income N 0.56 4.95 -1.73 6.87 11.26 8.66
Transamerica Asset Allc Mod Gr R 0.39 4.94 0.59 6.75 13.43 9.02
SunAmerica Focused Balanced Strategy B 0.65 4.94 0.85 6.58 10.29 7.54
Touchstone Balanced Allocation Y -0.08 4.92 -0.29 6.39 10.75 8.35
Virtus Balanced A Load Waived -0.13 4.91 -0.68 6.73 11.66 9.18
Virtus Balanced A -0.13 4.91 -0.68 6.73 11.66 9.18
Oppenheimer Moderate Inv R 0.09 4.91 0.09 6.70 10.94 8.41
Intrepid Capital -0.55 4.91 -2.00 6.57 10.67 9.68
Russell LifePoints Balanced Strategy R1 -0.08 4.90 -0.16 6.44 10.88 8.25
Manning & Napier Pro-Blend Extnd Term S -0.66 4.90 -1.99 6.86 12.38 9.17
Vantagepoint Model Port Tradtnl Gr TM 0.29 4.89 0.58 6.55 --- ---
TIAA-CREF Lifestyle Moderate Instl -0.23 4.88 0.10 6.42 12.84 ---
Prudential Real Assets Z -2.39 4.88 -2.57 5.95 4.02 ---
TIAA-CREF Lifestyle Moderate Premier -0.15 4.86 0.07 6.34 12.69 ---
SunAmerica Focused Multi-Asset Strat C 0.92 4.83 1.04 6.83 8.91 6.72
Prudential Moderate Allocation R 0.19 4.83 0.13 6.57 11.69 8.47
MainStay Moderate Allocation I -0.14 4.83 -0.21 6.45 13.67 10.12
Invesco Moderate Allocation Y -0.25 4.82 -0.63 6.29 10.58 8.69
SunAmerica Focused Multi-Asset Strat B 0.89 4.81 1.02 6.74 8.86 6.68
AllianzGI Income & Growth A Load Waived -0.12 4.81 -0.41 6.47 12.73 10.21
AllianzGI Income & Growth A -0.12 4.81 -0.41 6.47 12.73 10.21
Invesco Moderate Allocation R5 -0.31 4.80 -0.67 6.26 10.58 8.68
Fidelity Advisor Asset Manager® 70% C 0.20 4.80 -0.08 7.00 13.17 9.23
VY Franklin Income S2 -1.99 4.79 -3.66 6.50 11.41 9.46
USAA Cornerstone Moderate -0.10 4.78 -0.76 6.20 9.64 7.85
Nuveen Strategy Growth Allocation C -0.17 4.78 -0.87 6.83 12.84 8.73
SEI Aggressive Strategy A (SAAT) -0.45 4.77 -0.92 6.71 14.19 10.24
AllianceBern Balance Wealth Strat A LW -0.27 4.77 -0.48 6.43 11.12 7.86
AllianceBern Balance Wealth Strat A -0.27 4.77 -0.48 6.43 11.12 7.86
Dunham Appreciation & Income A LW 0.56 4.76 -1.82 6.70 10.98 8.39
Dunham Appreciation & Income A 0.56 4.76 -1.82 6.70 10.98 8.39
Russell LifePoints Balanced Strategy S -0.08 4.75 -0.24 6.25 10.70 8.11
Columbia Capital Allocation Moderate C 0.42 4.74 0.51 6.11 10.24 8.16
Fidelity Advisor Asset Manager® 70% B 0.18 4.73 -0.10 6.90 13.06 9.14
Fidelity Advisor Asset Manager® 60% C 0.17 4.71 0.08 6.55 11.51 8.37
AllianzGI Income & Growth D -0.12 4.71 -0.41 6.44 12.70 10.20
TIAA-CREF Lifestyle Moderate Retirement -0.15 4.70 0.05 6.26 12.58 ---
VY Franklin Income A -2.04 4.69 -3.75 6.24 11.17 9.22
Fidelity Advisor Asset Manager® 60% B 0.20 4.69 0.11 6.51 11.49 8.36
Invesco Moderate Allocation S -0.30 4.67 -0.63 6.13 10.38 8.51
Transamerica Instl Asst Allc Itm/Lg Hrzn 0.15 4.66 0.08 6.63 13.46 10.25
Touchstone Balanced Allocation A LW -0.08 4.65 -0.43 6.05 10.47 8.07
Touchstone Balanced Allocation A -0.08 4.65 -0.43 6.05 10.47 8.07
Nuveen Strategy Balanced Allc C -0.17 4.64 -0.79 6.28 10.91 7.91
Manning & Napier Pro-Blend Extnd Term R -0.71 4.64 -2.03 6.57 12.09 ---
Columbia Capital Allocation Moderate B 0.33 4.64 0.51 6.10 10.20 8.15
Russell LifePoints Balanced Strategy R4 -0.08 4.63 -0.24 6.20 10.59 7.99
MainStay Moderate Allocation A LW -0.14 4.63 -0.21 6.24 13.39 9.82
MainStay Moderate Allocation A -0.14 4.63 -0.21 6.24 13.39 9.82
Dreyfus Moderate Allocation 0.12 4.63 -0.06 6.21 10.82 8.14
AllianceBern Balance Wealth Strat K -0.28 4.63 -0.56 6.29 11.06 7.79
Vantagepoint Model Port Tradtnl Gr Inv M 0.29 4.62 0.55 6.27 12.01 8.77
MFS® Moderate Allocation I 0.06 4.61 0.39 6.02 11.65 9.62
TIAA-CREF Lifestyle Moderate Retail -0.23 4.60 0.03 6.15 12.51 ---
MFS® Moderate Allocation R4 0.06 4.60 0.39 6.03 11.64 9.64
VALIC Company I Dynamic Allocation 0.55 4.59 -0.11 6.50 --- ---
Timothy Plan Defensive Strategies I -0.78 4.59 -1.04 5.66 --- ---
Prudential Real Assets A Load Waived -2.30 4.59 -2.58 5.80 3.75 ---
Prudential Real Assets A -2.30 4.59 -2.58 5.80 3.75 ---
Virtus Tactical Allocation A LW -0.30 4.57 -1.20 6.50 12.25 9.34
Virtus Tactical Allocation A -0.30 4.57 -1.20 6.50 12.25 9.34
Highland Total Return Y 0.04 4.55 0.00 6.27 11.53 7.79
Delaware Foundation Moderate Allc I -0.31 4.55 -0.63 6.16 10.89 8.50
RiverFront Moderate Growth & Income I -0.33 4.54 -0.05 6.42 9.86 ---
Fidelity Advisor Asset Manager® 50% C 0.25 4.54 0.24 6.06 9.89 7.67
SEI Aggressive Strategy I (SAAT) -0.54 4.53 -1.01 6.36 13.88 9.96
JHancock Lifestyle Balanced 1 -0.25 4.52 -0.83 6.10 12.44 9.25
Fidelity Advisor Asset Manager® 50% B 0.25 4.51 0.23 6.03 9.89 7.65
Russell LifePoints Balanced Strategy A -0.08 4.49 -0.24 6.02 10.43 7.83
Russell LifePoints Balanced Strateg A LW -0.08 4.49 -0.24 6.02 10.43 7.83
JHancock Lifestyle Balanced R6 -0.32 4.49 -0.88 6.14 12.45 ---
JHancock Lifestyle Balanced 5 -0.32 4.49 -0.88 6.15 12.46 9.30
AllianzGI Income & Growth R -0.14 4.48 -0.43 6.21 12.42 ---
Russell LifePoints Balanced Strategy E -0.08 4.47 -0.24 6.07 10.43 7.83
Invesco Moderate Allocation A LW -0.32 4.47 -0.68 5.94 10.29 8.42
Invesco Moderate Allocation A -0.32 4.47 -0.68 5.94 10.29 8.42
Transamerica Asset Allc Mod Gr C 0.26 4.46 0.40 6.22 12.84 8.49
Transamerica Asset Allc Mod Gr B 0.33 4.42 0.46 6.16 12.77 8.43
Transamerica Asset Allc Interm/Long Hrzn 0.19 4.42 0.10 6.34 13.13 10.02
Neuberger Berman AMT Balanced I 2.05 4.42 3.13 6.22 11.35 10.02
GuidePath Tact Constnd Asst Allc Instl 0.00 4.42 -0.08 6.64 --- ---
Russell LifePoints Balanced Strategy R5 -0.08 4.41 -0.24 5.90 10.33 7.72
MainStay Moderate Allocation Inv -0.21 4.41 -0.28 5.99 13.16 9.65
Timothy Plan Defensive Strategies A LW -0.78 4.40 -1.13 5.42 0.93 4.47
Timothy Plan Defensive Strategies A -0.78 4.40 -1.13 5.42 0.93 4.47
Franklin Moderate Allocation Advisor -0.31 4.40 -0.29 5.94 10.22 8.01
JHancock Lifestyle Balanced R5 -0.31 4.39 -0.90 6.01 12.34 9.18
Oppenheimer Moderate Inv C 0.00 4.38 0.00 6.18 10.42 7.87
Oppenheimer Moderate Inv B 0.00 4.36 0.00 6.14 10.36 7.78
AllianceBern Balance Wealth Strat R -0.33 4.36 -0.61 6.02 10.74 7.48
Pioneer Solutions Balanced Y -0.15 4.35 -0.84 5.92 11.26 8.43
MFS® Moderate Allocation A Load Waived 0.06 4.35 0.33 5.77 11.37 9.35
MFS® Moderate Allocation A 0.06 4.35 0.33 5.77 11.37 9.35
MassMutual RetireSMART Moderate Svc -0.09 4.35 0.09 5.85 11.31 ---
MassMutual RetireSMART Moderate R5 -0.09 4.35 0.09 5.87 11.30 ---
Direxion Hilton Tactical Income Instl -1.53 4.35 -2.52 6.74 --- ---
VALIC Company II Moderate Gr Lifestyle 0.00 4.34 -0.58 6.21 12.32 10.21
RiverFront Moderate Growth & Income A LW -0.33 4.32 -0.06 6.12 9.62 ---
RiverFront Moderate Growth & Income A -0.33 4.32 -0.06 6.12 9.62 ---
MFS® Moderate Allocation R3 0.00 4.32 0.33 5.74 11.35 9.35
Highland Total Return A Load Waived 0.00 4.31 -0.04 6.02 11.25 7.54
Highland Total Return A 0.00 4.31 -0.04 6.02 11.25 7.54
QS Legg Mason Lifestyle Allocation 70% C -0.06 4.30 -0.68 6.38 13.78 10.13
Invesco Moderate Allocation R -0.31 4.30 -0.73 5.76 10.04 8.14
Prudential Moderate Allocation C 0.13 4.29 0.00 6.06 11.18 7.93
Prudential Moderate Allocation B 0.13 4.29 0.00 6.05 11.21 7.94
Delaware Foundation Moderate Allc A LW -0.31 4.29 -0.68 5.98 10.63 8.25
Delaware Foundation Moderate Allc A -0.31 4.29 -0.68 5.98 10.63 8.25
MFS® Moderate Allocation 529A LW 0.00 4.28 0.26 5.69 11.29 9.27
MFS® Moderate Allocation 529A 0.00 4.28 0.26 5.69 11.29 9.27
MassMutual RetireSMART Moderate Admin -0.09 4.25 0.09 5.76 11.23 ---
JHancock Lifestyle Balanced R4 -0.31 4.25 -0.89 5.81 12.11 8.93
Virtus Balanced B -0.13 4.18 -0.82 5.92 10.84 8.36
Virtus Balanced C -0.20 4.16 -0.87 5.92 10.82 8.36
JHancock Lifestyle Balanced A LW -0.31 4.16 -0.92 5.76 11.96 8.79
JHancock Lifestyle Balanced A -0.31 4.16 -0.92 5.76 11.96 8.79
Osterweis Strategic Investment -1.22 4.14 -1.22 6.06 15.63 ---
MFS® Moderate Allocation R2 0.00 4.11 0.26 5.54 11.09 9.08
Franklin Moderate Allocation A LW -0.37 4.09 -0.41 5.68 9.93 7.72
Franklin Moderate Allocation A -0.37 4.09 -0.41 5.68 9.93 7.72
PL Port Optimization Moderate Adv -0.15 4.08 -0.29 5.65 --- ---
Pioneer Solutions Balanced A LW -0.23 4.07 -0.93 5.60 10.95 8.07
Pioneer Solutions Balanced A -0.23 4.07 -0.93 5.60 10.95 8.07
Manning & Napier Pro-Blend Extnd Term C -0.77 4.07 -2.23 6.01 11.50 ---
Highland Total Return R 0.00 4.03 -0.12 5.73 11.02 7.31
Delaware Foundation Moderate Allc R -0.39 4.01 -0.75 5.63 10.33 7.95
JHancock Lifestyle Balanced R2 -0.32 4.00 -0.96 5.57 --- ---
AllianzGI Income & Growth C -0.19 3.99 -0.66 5.62 11.86 9.38
AllianceBern Balance Wealth Strat C -0.33 3.99 -0.69 5.65 10.33 7.09
AllianceBern Balance Wealth Strat B -0.34 3.99 -0.69 5.65 10.33 7.09
Ascendant Balanced I -0.57 3.98 -1.03 5.61 11.93 ---
Direxion Hilton Tactical Income Investor -1.59 3.97 -2.59 6.34 --- ---
QS Legg Mason Lifestyle Allocation 70% B -0.11 3.96 -0.79 6.09 13.48 9.83
MassMutual RetireSMART Moderate A LW -0.09 3.96 0.00 5.52 10.94 ---
MassMutual RetireSMART Moderate A -0.09 3.96 0.00 5.52 10.94 ---
SEI Aggressive Strategy D (SAAT) -0.53 3.95 -1.12 5.84 13.28 ---
Dunham Appreciation & Income C 0.47 3.93 -2.04 5.79 10.11 7.55
Franklin Moderate Allocation R -0.37 3.91 -0.42 5.44 9.67 7.45
Touchstone Balanced Allocation C -0.16 3.90 -0.54 5.35 9.65 7.28
Prudential Real Assets C -2.41 3.88 -2.88 4.92 2.97 ---
Prudential Real Assets B -2.41 3.88 -2.79 4.92 2.97 ---
GuidePath Tact Constnd Asst Allc Svc -0.08 3.88 -0.25 5.97 11.76 ---
PL Port Optimization Moderate A LW -0.22 3.87 -0.43 5.37 10.72 8.29
PL Port Optimization Moderate A -0.22 3.87 -0.43 5.37 10.72 8.29
Virtus Tactical Allocation C -0.40 3.81 -1.35 5.69 11.38 8.52
Russell LifePoints Balanced Strategy C -0.08 3.81 -0.41 5.24 9.61 7.04
JHancock Lifestyle Balanced R3 -0.31 3.80 -1.00 5.39 11.67 8.51
Virtus Tactical Allocation B -0.40 3.79 -1.38 5.68 11.40 8.53
Invesco Moderate Allocation C -0.37 3.79 -0.84 5.17 9.48 7.61
Fallen Angels Income -1.32 3.77 -0.20 5.59 12.92 9.58
Buffalo Flexible Income -1.70 3.74 -2.39 5.51 11.09 10.55
Ascendant Balanced A Load Waived -0.55 3.73 -1.02 5.36 11.63 ---
Ascendant Balanced A -0.55 3.73 -1.02 5.36 11.63 ---
JHancock Lifestyle Balanced R1 -0.38 3.72 -1.09 5.20 11.54 8.39
DFA Global Allocation 60/40 I -0.32 3.71 -0.88 5.42 11.83 8.85
MainStay Moderate Allocation B -0.21 3.70 -0.43 5.33 12.37 8.86
Invesco Moderate Allocation B -0.45 3.70 -0.92 5.17 9.44 7.61
Columbia Flexible Capital Income R5 -1.21 3.70 -2.00 5.00 --- ---
Columbia Flexible Capital Income I -1.28 3.70 -2.00 5.01 13.19 ---
MFS® Moderate Allocation B -0.06 3.63 0.14 4.96 10.51 8.54
MainStay Moderate Allocation C -0.28 3.63 -0.50 5.25 12.34 8.84
MFS® Moderate Allocation C -0.06 3.62 0.09 4.97 10.51 8.54
MFS® Moderate Allocation R1 -0.06 3.61 0.09 4.92 10.52 8.52
Columbia Flexible Capital Income Z -1.32 3.61 -2.03 4.92 13.07 ---
PL Port Optimization Moderate R -0.22 3.58 -0.43 5.11 10.45 8.04
Columbia Flexible Capital Income R4 -1.31 3.58 -2.10 4.88 --- ---
Timothy Plan Defensive Strategies C -0.90 3.56 -1.34 4.59 0.17 3.71
RiverFront Moderate Growth & Income C -0.33 3.56 -0.24 5.40 8.78 ---
MFS® Moderate Allocation 529B -0.06 3.56 0.07 4.89 10.48 8.46
Wells Fargo Advantage WB Growth Balanced -0.06 3.55 0.29 5.23 13.00 9.02
MFS® Moderate Allocation 529C -0.06 3.55 0.14 4.90 10.47 8.46
Delaware Foundation Moderate Allc C -0.39 3.53 -0.88 5.13 9.80 7.41
Highland Total Return C -0.05 3.52 -0.23 5.23 10.41 6.74
Nationwide Inv Dest Mod I -0.89 3.51 -0.71 5.15 11.11 8.48
DFA Global Allocation 60/40 R2 -0.29 3.49 -0.97 5.25 11.55 8.58
Pioneer Solutions Balanced C -0.25 3.40 -1.09 4.98 10.19 7.32
JHancock Lifestyle Balanced C -0.38 3.39 -1.11 4.92 11.16 8.03
JHancock Lifestyle Balanced B -0.38 3.37 -1.12 4.89 11.12 7.97
Franklin Moderate Allocation C -0.44 3.36 -0.55 4.85 9.12 6.91
Columbia Flexible Capital Income A LW -1.30 3.35 -2.09 4.65 12.79 ---
Columbia Flexible Capital Income A -1.30 3.35 -2.09 4.65 12.79 ---
Eudora -0.38 3.34 1.45 4.40 --- ---
Columbia Flexible Capital Income W -1.31 3.30 -2.10 4.59 12.79 ---
Nationwide Inv Dest Mod A Load Waived -0.89 3.21 -0.71 4.86 10.78 8.17
Nationwide Inv Dest Mod A -0.89 3.21 -0.71 4.86 10.78 8.17
Nationwide Inv Dest Mod Svc -0.80 3.20 -0.71 4.91 10.70 8.07
TIAA-CREF Managed Allc Inst -1.81 3.19 -1.60 4.80 12.38 9.65
Hennessy Balanced Investor -0.64 3.14 -0.13 4.21 6.78 6.85
Ascendant Balanced C -0.64 3.13 -1.25 4.78 10.76 ---
PL Port Optimization Moderate C -0.30 3.09 -0.57 4.68 10.01 7.55
PL Port Optimization Moderate B -0.29 3.09 -0.57 4.69 9.99 7.55
Nationwide Inv Dest Mod R -0.82 3.07 -0.73 4.65 10.44 7.82
Arrow DWA Balanced Institutional 0.33 3.07 1.07 5.15 --- ---
HSBC World Selection Balanced Strat A LW -0.92 3.03 -1.90 4.73 11.71 8.53
HSBC World Selection Balanced Strat A -0.92 3.03 -1.90 4.73 11.71 8.53
TIAA-CREF Managed Allc R -1.73 3.00 -1.66 4.64 12.13 9.40
Columbia Flexible Capital Income R -1.36 3.00 -2.15 4.29 12.50 ---
TIAA-CREF Managed Allc Retail -1.73 2.99 -1.66 4.62 12.13 9.41
Presidential® Managed Rsk Mod I -0.19 2.96 -1.04 4.65 --- ---
HSBC World Selection Aggressive Strat A -0.77 2.86 -1.97 5.14 14.46 9.19
HSBC World Selection Aggressive Str A LW -0.77 2.86 -1.97 5.14 14.46 9.19
Wilmington Strategic Allc Mod Instl 0.19 2.82 -0.01 4.44 9.62 ---
Arrow DWA Balanced A Load Waived 0.33 2.81 1.01 4.89 9.29 7.64
Arrow DWA Balanced A 0.33 2.81 1.01 4.89 9.29 7.64
Presidential® Managed Rsk Mod A -0.19 2.76 -1.04 4.41 --- ---
Nationwide Inv Dest Mod C -0.72 2.69 -0.72 4.35 10.08 7.44
Columbia Flexible Capital Income C -1.34 2.67 -2.29 3.88 11.96 ---
Presidential® Managed Rsk Mod C -0.29 2.47 -1.14 4.06 --- ---
Even Keel Multi-Asset Managed Risk I -0.25 2.47 -1.15 4.28 --- ---
Wilmington Strategic Allc Mod A LW 0.19 2.40 -0.07 4.04 9.28 6.63
Wilmington Strategic Allc Mod A 0.19 2.40 -0.07 4.04 9.28 6.63
HSBC World Selection Balanced Strat B -1.00 2.29 -2.12 3.91 10.87 7.72
HSBC World Selection Balanced Strat C -1.00 2.28 -2.11 3.91 10.89 7.72
Sound Mind Investing Balanced 0.69 2.19 0.17 4.02 11.75 ---
Northern Global Tactical Asset Allc -0.52 2.19 -1.72 4.11 9.93 7.77
Huntington Balanced Allocation A LW -0.25 2.17 -0.59 3.52 8.48 6.48
Huntington Balanced Allocation A -0.25 2.17 -0.59 3.52 8.48 6.48
HSBC World Selection Aggressive Strat C -0.82 2.10 -2.21 4.33 13.62 8.36
HSBC World Selection Aggressive Strat B -0.81 2.09 -2.20 4.34 13.63 8.35
Arrow DWA Balanced C 0.21 2.05 0.77 4.04 8.47 6.84
AdvisorOne CLS International Equity N -2.30 1.33 -2.56 2.98 9.36 7.52
Vantagepoint Diversifying Strategies T -1.06 1.21 -0.88 1.87 3.77 3.07
LK Balanced Institutional -2.62 1.15 -5.75 2.76 --- ---
Centre Multi-Asset Real Return Instl -0.78 0.54 -2.46 1.69 --- ---
Centre Multi-Asset Real Return Investor -0.85 0.27 -2.64 1.42 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Greenspring -1.21 -3.02 -3.27 -1.30 8.61 6.84
AllianzGI Multi-Asset Real Return P -3.04 -3.17 -6.02 -1.99 --- ---
AllianzGI Multi-Asset Real Return Inst -3.10 -3.17 -6.08 -1.98 --- ---
Villere Balanced Inv -3.07 -3.37 -4.09 -1.29 14.08 13.94
AllianzGI Multi-Asset Real Return D -3.11 -3.37 -6.15 -2.20 --- ---
AllianzGI Multi-Asset Real Return A LW -3.05 -3.37 -6.10 -2.16 --- ---
AllianzGI Multi-Asset Real Return A -3.05 -3.37 -6.10 -2.16 --- ---
Innovator Matrix Income® Institutional -5.52 -3.72 -9.52 -1.70 --- ---
Innovator Matrix Income® A Load Waived -5.48 -3.88 -9.52 -1.91 --- ---
Innovator Matrix Income® A -5.48 -3.88 -9.52 -1.91 --- ---
AllianzGI Multi-Asset Real Return C -3.15 -4.06 -6.29 -2.94 --- ---
Roumell Opportunistic Value Instl 5.98 -4.25 -3.88 -2.99 6.94 ---
Roumell Opportunistic Value A LW 6.02 -4.46 -3.90 -3.17 6.66 ---
Roumell Opportunistic Value A 6.02 -4.46 -3.90 -3.17 6.66 ---
LoCorr Spectrum Income I -4.73 -4.60 -8.25 --- --- ---
LoCorr Spectrum Income A Load Waived -4.75 -4.80 -8.31 --- --- ---
LoCorr Spectrum Income A -4.75 -4.80 -8.31 --- --- ---
Roumell Opportunistic Value C 5.98 -5.13 -4.08 -3.83 --- ---
LoCorr Spectrum Income C -4.81 -5.48 -8.40 --- --- ---
Catalyst/SMH Total Return Income I -6.71 -12.53 -10.28 -11.06 --- ---
Catalyst/SMH Total Return Income A LW -6.90 -12.74 -10.49 -11.29 4.22 3.91
Catalyst/SMH Total Return Income A -6.90 -12.74 -10.49 -11.29 4.22 3.91
Catalyst/SMH Total Return Income C -6.78 -13.32 -10.50 -11.95 3.45 3.14
TOROSO Newfound Tactical Allc Instl 0.78 --- -1.28 --- --- ---
TOROSO Newfound Tactical Allc C 0.74 --- -1.54 --- --- ---
TOROSO Newfound Tactical Allc A 0.78 --- -1.39 --- --- ---
RiverNorth Core Opportunity I -0.23 --- -0.60 --- --- ---
Regal Total Return A Load Waived 0.49 --- 1.09 --- --- ---
Regal Total Return A 0.49 --- 1.09 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 0.39 --- 0.70 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 0.31 --- 0.39 --- --- ---
Nationwide Inv Dest Mod Instl Svc -3.39 --- -3.21 --- --- ---
Nationwide Diverse Managers Instl Svc 0.27 --- -0.23 --- --- ---
MassMutual RetireSMART Mod R4 -0.18 --- 0.00 --- --- ---
MassMutual RetireSMART Mod R3 -0.18 --- -0.09 --- --- ---
MassMutual RetireSMART Mod I -0.09 --- 0.09 --- --- ---
MassMutual Premier Balanced R4 0.57 --- 1.59 --- --- ---
MassMutual Premier Balanced R3 0.62 --- 1.55 --- --- ---
MassMutual Premier Balanced I 0.59 --- 1.66 --- --- ---
Legg Mason Lifestyle Allocation 70% R -0.06 --- -0.63 --- --- ---
Legg Mason Dynamic Multi-Strategy R 0.31 --- 0.47 --- --- ---
Issachar N 0.60 --- 0.81 --- --- ---
Forward Select Opportunity Investor -0.85 --- -4.20 --- --- ---
Forward Select Opportunity C -0.93 --- -4.36 --- --- ---
Even Keel Multi-Asset Managed Risk F -0.25 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C -0.25 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW -0.25 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A -0.25 --- --- --- --- ---
BMO Balanced Allocation Y 0.10 --- 0.59 --- --- ---
BMO Balanced Allocation R-3 0.10 --- 0.59 --- --- ---
BMO Balanced Allocation I 0.10 --- 0.59 --- --- ---
AT Income Opportunities Institutional -0.10 --- 1.41 --- --- ---
American Funds Income Fund of Amer R2E 0.09 --- 0.83 --- --- ---
American Funds Balanced Portfolio R2E 0.22 --- 0.88 --- --- ---
American Funds American Balanced R2E 0.65 --- 1.90 --- --- ---
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