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Data through 6/29/2015. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation -1.84 1.07 -0.51 1.86 10.03 10.23
Neuberger Berman AMT Balanced I -0.58 6.27 1.10 9.75 10.27 10.79
Villere Balanced Inv 0.25 4.53 1.12 -3.09 10.96 15.90
Tributary Balanced Instl Plus -1.26 4.12 -0.52 4.69 11.72 ---
Tributary Balanced Instl -1.29 4.00 -0.62 4.46 11.47 12.40
Transamerica Instl Asst Allc Itm/Lg Hrzn -1.54 3.71 0.36 3.70 11.26 11.32
VY T. Rowe Price Capital Appreciation I -1.22 3.65 0.57 8.88 15.27 14.32
T. Rowe Price Capital Appreciation -1.24 3.56 0.59 8.71 15.14 14.18
VY T. Rowe Price Capital Appreciation S -1.26 3.50 0.51 8.62 14.99 14.04
Transamerica Asset Allc Interm/Long Hrzn -1.58 3.50 0.23 3.38 10.92 11.02
VY T. Rowe Price Capital Appreciation S2 -1.26 3.45 0.51 8.47 14.83 13.87
T. Rowe Price Capital Appreciation Adv -1.25 3.40 0.49 8.39 14.79 13.83
JHFunds2 Capital Appreciation Value NAV -1.24 3.36 0.59 8.52 14.99 ---
VY T. Rowe Price Capital Appreciation A -1.26 3.35 0.45 8.25 14.60 13.64
Vantagepoint Diversifying Strategies T -0.76 3.26 0.29 3.17 5.13 4.33
Sterling Capital Strategic Allc Bal I -1.69 3.11 0.30 3.26 9.72 9.53
TIAA-CREF Lifestyle Moderate Instl -1.55 3.07 0.11 3.59 10.84 ---
TIAA-CREF Managed Allc Inst -1.56 3.01 0.05 3.63 10.76 10.99
TIAA-CREF Lifestyle Moderate Premier -1.58 2.99 0.08 3.52 10.68 ---
Fidelity Asset Manager® 70% -1.98 2.99 0.00 2.85 11.72 11.53
Sterling Capital Strategic Allc Bal A LW -1.71 2.97 0.24 3.03 9.43 9.22
Sterling Capital Strategic Allc Bal A -1.71 2.97 0.24 3.03 9.43 9.22
Calvert Moderate Allocation A LW -1.36 2.95 0.08 4.76 11.27 10.53
Calvert Moderate Allocation A -1.36 2.95 0.08 4.76 11.27 10.53
TIAA-CREF Lifestyle Moderate Retirement -1.61 2.94 0.05 3.34 10.56 ---
TIAA-CREF Lifestyle Moderate Retail -1.62 2.94 -0.03 3.32 10.54 ---
Innovator Matrix Income® Institutional -5.02 2.93 -4.31 -10.83 --- ---
Fidelity Advisor Asset Manager® 70% I -1.97 2.93 -0.05 2.80 11.66 11.49
TIAA-CREF Managed Allc R -1.62 2.89 -0.01 3.38 10.46 10.70
TIAA-CREF Managed Allc Retail -1.62 2.88 -0.01 3.36 10.50 10.72
Eaton Vance Balanced I -1.37 2.88 0.19 5.43 --- ---
Fidelity Advisor Asset Manager® 70% A LW -1.98 2.84 -0.10 2.58 11.36 11.18
Fidelity Advisor Asset Manager® 70% A -1.98 2.84 -0.10 2.58 11.36 11.18
T. Rowe Price Balanced -1.77 2.79 -0.22 3.54 11.60 11.64
Innovator Matrix Income® A Load Waived -5.07 2.76 -4.37 -11.09 3.32 ---
Innovator Matrix Income® A -5.07 2.76 -4.37 -11.09 3.32 ---
AMG Chicago Equity Partners Bal Instl -1.34 2.76 -0.39 6.21 11.28 11.81
BlackRock 40/60 Target Allocation Instl -1.48 2.75 0.17 5.11 11.53 11.28
Columbia Capital Allocation Mod Agrsv R5 -1.65 2.74 0.10 4.46 --- ---
Fidelity Advisor Asset Manager® 70% T -1.98 2.73 -0.10 2.34 11.08 10.90
Forward Select Opportunity Institutional -0.89 2.72 -0.15 -1.13 --- ---
Columbia Capital Allocation Mod Agrsv Z -1.69 2.71 0.07 4.37 10.91 11.15
Fidelity Income Replacement 2042 -1.43 2.68 0.29 3.44 11.35 11.06
Fidelity Advisor Income Repl 2042 I -1.43 2.66 0.29 3.42 11.35 11.05
Eaton Vance Balanced A Load Waived -1.55 2.65 0.02 5.06 12.66 11.85
Eaton Vance Balanced A -1.55 2.65 0.02 5.06 12.66 11.85
Sterling Capital Strategic Allc Bal C -1.74 2.64 0.06 2.26 8.62 8.41
Columbia Capital Allocation Mod Agrsv Y -1.68 2.64 0.03 4.43 --- ---
AMG Chicago Equity Partners Bal Svc -1.36 2.64 -0.48 6.17 --- ---
Sterling Capital Strategic Allc Bal B -1.74 2.63 0.04 2.26 8.59 8.41
Fidelity Advisor Asset Manager® 60% I -1.82 2.62 -0.18 2.67 10.25 10.34
Columbia Capital Allocation Mod Agrsv R4 -1.68 2.61 0.00 4.25 --- ---
BlackRock 40/60 Target Allocation Inv A -1.49 2.59 0.00 4.71 11.13 10.88
BlackRock 40/60 Target Allocation I A LW -1.49 2.59 0.00 4.71 11.13 10.88
AMG Chicago Equity Partners Bal Inv -1.41 2.59 -0.52 5.91 11.00 11.53
Forward Select Opportunity Investor -0.94 2.58 -0.24 -1.50 --- ---
Columbia Capital Allocation Mod Agrsv A -1.67 2.58 0.01 4.10 10.62 10.87
Columbia Capital Allocation Mod Agr A LW -1.67 2.58 0.01 4.10 10.62 10.87
Calvert Moderate Allocation C -1.44 2.57 -0.10 3.98 10.46 9.73
Osterweis Strategic Investment -2.50 2.56 -0.52 0.62 13.27 ---
LoCorr Spectrum Income I -4.38 2.56 -3.78 -9.32 --- ---
Fidelity Income Replacement 2040 -1.40 2.56 0.26 3.34 10.95 10.78
Fidelity Advisor Income Repl 2040 I -1.40 2.56 0.26 3.34 10.95 10.78
Columbia Capital Allocation Mod Agrsv K -1.73 2.56 -0.04 4.15 --- ---
T. Rowe Price Personal Strat Balanced -1.65 2.54 -0.27 2.75 11.31 11.51
Fidelity Advisor Income Repl 2042 A LW -1.46 2.54 0.23 3.16 11.07 10.78
Fidelity Advisor Income Repl 2042 A -1.46 2.54 0.23 3.16 11.07 10.78
Fidelity Asset Manager® 60% -1.82 2.53 -0.18 2.72 10.31 10.39
Archer Balanced -0.90 2.52 0.19 9.53 12.88 10.12
SEI Aggressive Strategy A (SAAT) -2.42 2.51 -0.33 1.60 10.95 11.43
Columbia Capital Allocation Mod Agrsv T -1.67 2.50 0.01 4.09 10.58 ---
VALIC Company I Asset Allocation -1.70 2.49 -0.49 2.65 9.48 10.74
Putnam Dynamic Asset Allocation Bal R6 -1.76 2.49 -0.36 6.07 --- ---
Pioneer Solutions Balanced Y -1.68 2.47 0.23 1.49 9.49 9.17
Wilmington Strategic Allc Mod Instl -1.72 2.46 -0.27 2.02 7.99 8.17
Forward Select Opportunity A LW -0.94 2.46 -0.28 -1.65 --- ---
Forward Select Opportunity A -0.94 2.46 -0.28 -1.65 --- ---
Fidelity Income Replacement 2038 -1.37 2.46 0.24 3.29 10.61 10.48
Fidelity Advisor Income Repl 2038 I -1.36 2.46 0.24 3.31 10.62 10.48
LoCorr Spectrum Income A Load Waived -4.38 2.45 -3.84 -9.54 --- ---
LoCorr Spectrum Income A -4.38 2.45 -3.84 -9.54 --- ---
Fidelity Advisor Asset Manager® 60% A LW -1.82 2.45 -0.26 2.41 10.00 10.06
Fidelity Advisor Asset Manager® 60% A -1.82 2.45 -0.26 2.41 10.00 10.06
SEI Aggressive Strategy I (SAAT) -2.41 2.44 -0.39 1.30 10.69 11.17
Putnam Dynamic Asset Allocation Bal R5 -1.78 2.44 -0.39 5.95 --- ---
Fidelity Advisor Asset Manager® 70% C -2.04 2.44 -0.25 1.77 10.55 10.37
BlackRock 40/60 Target Allocation R -1.58 2.43 0.00 4.57 10.97 10.71
Fidelity Advisor Income Repl 2040 A LW -1.42 2.42 0.20 3.09 10.68 10.50
Fidelity Advisor Income Repl 2040 A -1.42 2.42 0.20 3.09 10.68 10.50
JHancock Lifestyle Balanced R6 -1.68 2.41 0.09 1.69 10.00 ---
JHancock Lifestyle Balanced 5 -1.68 2.41 0.09 1.69 10.03 10.07
Fidelity Advisor Income Repl 2042 T -1.48 2.41 0.16 2.91 10.79 10.50
JHancock Lifestyle Balanced 1 -1.68 2.40 0.07 1.63 9.96 10.00
Fidelity Advisor Asset Manager® 70% B -2.01 2.40 -0.29 1.71 10.45 10.27
AB Balance Wealth Strategy I -1.81 2.40 -0.21 1.39 9.56 9.22
Nuveen Strategy Growth Allocation I -2.13 2.39 0.00 2.16 11.39 11.15
Fidelity Advisor Income Repl 2036 I -1.34 2.39 0.23 3.29 10.38 10.25
AB Balance Wealth Strategy Advisor -1.81 2.39 -0.28 1.42 9.57 9.22
JHancock Lifestyle Balanced R5 -1.67 2.38 0.06 1.57 9.90 9.94
Putnam Dynamic Asset Allocation Bal Y -1.85 2.37 -0.46 5.89 12.80 12.18
Columbia Capital Allocation Mod Agrsv R -1.74 2.37 -0.13 3.77 10.33 10.57
Fidelity Income Replacement 2036 -1.34 2.36 0.21 3.24 10.35 10.23
Eudora -0.73 2.35 1.11 2.74 --- ---
Pioneer Solutions Balanced A LW -1.70 2.34 0.16 1.25 9.20 8.83
Pioneer Solutions Balanced A -1.70 2.34 0.16 1.25 9.20 8.83
Columbia Capital Allocation Moderate Y -1.54 2.34 -0.19 3.64 --- ---
Wilmington Strategic Allc Mod A LW -1.78 2.33 -0.33 1.77 7.70 7.90
Wilmington Strategic Allc Mod A -1.78 2.33 -0.33 1.77 7.70 7.90
Transamerica Asset Allc Mod Gr I -1.61 2.33 -0.35 3.72 11.36 10.70
Eaton Vance Balanced C -1.59 2.33 -0.16 4.33 11.79 11.01
AB Balance Wealth Strategy A LW -1.82 2.33 -0.28 1.18 9.29 8.92
AB Balance Wealth Strategy A -1.82 2.33 -0.28 1.18 9.29 8.92
Nuveen Strategy Growth Allocation A LW -2.06 2.32 0.00 1.97 11.12 10.88
Nuveen Strategy Growth Allocation A -2.06 2.32 0.00 1.97 11.12 10.88
Fidelity Advisor Income Repl 2038 A LW -1.39 2.32 0.17 3.03 10.34 10.20
Fidelity Advisor Income Repl 2038 A -1.39 2.32 0.17 3.03 10.34 10.20
Eaton Vance Balanced B -1.50 2.31 -0.06 4.30 11.81 11.00
Fidelity Advisor Income Repl 2040 T -1.44 2.30 0.14 2.83 10.40 10.22
JHancock Lifestyle Balanced R4 -1.68 2.27 0.01 1.44 9.72 9.70
Forward Select Opportunity C -0.97 2.27 -0.39 -2.07 --- ---
Fidelity Income Replacement 2034 -1.31 2.27 0.20 3.19 10.09 10.01
Fidelity Advisor Income Repl 2034 I -1.31 2.27 0.18 3.19 10.09 10.01
Fidelity Advisor Asset Manager® 60% T -1.92 2.27 -0.35 2.05 9.69 9.76
Columbia Capital Allocation Moderate R4 -1.58 2.26 -0.23 3.54 --- ---
AllianzGI Income & Growth P -1.86 2.26 0.38 1.91 10.84 11.14
AllianzGI Income & Growth Institutional -1.84 2.26 0.38 2.00 10.97 11.24
Transamerica Asset Allc Mod Gr A LW -1.61 2.25 -0.35 3.57 11.05 10.37
Transamerica Asset Allc Mod Gr A -1.61 2.25 -0.35 3.57 11.05 10.37
Nationwide HighMark Balanced Instl -1.12 2.25 0.56 5.09 --- ---
Wells Fargo Advantage Growth Balanced Ad -1.37 2.24 -0.22 4.86 13.28 13.08
Putnam Dynamic Asset Allocation Bal A LW -1.85 2.24 -0.46 5.63 12.51 11.90
Putnam Dynamic Asset Allocation Bal A -1.85 2.24 -0.46 5.63 12.51 11.90
Nationwide HighMark Balanced InSvc -1.09 2.24 0.52 5.00 8.45 10.30
Fidelity Advisor Income Repl 2036 A LW -1.36 2.24 0.15 2.98 10.06 9.95
Fidelity Advisor Income Repl 2036 A -1.36 2.24 0.15 2.98 10.06 9.95
Columbia Capital Allocation Moderate Z -1.57 2.24 -0.23 3.51 9.40 ---
Fidelity Asset Manager® 50% -1.64 2.23 -0.28 2.50 8.97 9.37
Wells Fargo Advantage WB Growth Balanced -1.52 2.22 -0.07 1.75 9.82 10.45
VALIC Company II Moderate Gr Lifestyle -1.82 2.21 -0.64 1.61 9.64 10.80
Columbia Capital Allocation Moderate R5 -1.65 2.21 -0.30 3.56 --- ---
Fidelity Advisor Income Repl 2038 T -1.42 2.20 0.11 2.78 10.06 9.92
AB Balance Wealth Strategy K -1.89 2.19 -0.36 1.04 9.20 8.85
Nuveen Strategy Growth Allocation R3 -2.09 2.18 -0.08 1.69 10.83 10.62
GE Instl Strategic Investment Inv -1.71 2.18 -0.16 3.07 9.94 9.85
Fidelity Income Replacement 2032 -1.29 2.18 0.15 3.16 9.85 9.82
Fidelity Advisor Income Repl 2032 I -1.29 2.18 0.15 3.16 9.85 9.82
Nationwide HighMark Balanced A LW -1.09 2.17 0.52 4.77 8.21 10.04
Nationwide HighMark Balanced A -1.09 2.17 0.52 4.77 8.21 10.04
JHancock Lifestyle Balanced A LW -1.67 2.17 -0.01 1.26 9.53 9.55
JHancock Lifestyle Balanced A -1.67 2.17 -0.01 1.26 9.53 9.55
Fidelity Advisor Income Repl 2042 C -1.51 2.17 0.05 2.41 10.25 9.95
Fidelity Advisor Asset Manager® 50% I -1.65 2.17 -0.35 2.46 8.91 9.31
BlackRock 40/60 Target Allocation Inv C -1.59 2.17 -0.17 3.89 10.26 10.02
SEI Aggressive Strategy D (SAAT) -2.44 2.16 -0.53 0.80 10.11 ---
Putnam Dynamic Asset Allocation Bal R -1.85 2.15 -0.58 5.35 12.21 11.62
ICON Risk-Managed Balanced S -1.41 2.15 -0.14 4.59 9.19 8.08
Fidelity Advisor Income Repl 2034 A LW -1.33 2.15 0.11 2.93 9.81 9.74
Fidelity Advisor Income Repl 2034 A -1.33 2.15 0.11 2.93 9.81 9.74
Columbia Capital Allocation Moderate K -1.61 2.15 -0.27 3.33 9.18 9.66
Nuveen Strategy Balanced Allc I -1.66 2.14 -0.15 1.93 9.63 9.84
JHancock Lifestyle Balanced R2 -1.68 2.14 -0.05 1.18 9.42 ---
Elfun Diversified -1.74 2.13 -0.21 3.03 9.92 9.78
LoCorr Spectrum Income C -4.48 2.12 -4.03 -10.19 --- ---
Fidelity® Balanced K -1.53 2.12 0.18 6.29 12.78 12.54
Columbia Capital Allocation Moderate A -1.63 2.12 -0.37 3.25 9.11 9.58
Columbia Capital Allocation Moderat A LW -1.63 2.12 -0.37 3.25 9.11 9.58
Columbia Capital Allocation Mod Agrsv C -1.78 2.12 -0.25 3.19 9.76 10.02
AB Balance Wealth Strategy R -1.83 2.12 -0.36 0.77 8.90 8.53
Wells Fargo Advantage Growth Balanced A -1.42 2.11 -0.30 4.58 12.99 12.79
Wells Fargo Advantage Growth Balanc A LW -1.42 2.11 -0.30 4.58 12.99 12.79
Transamerica Asset Allc Mod Gr R -1.62 2.11 -0.43 3.23 10.80 10.14
AllianzGI Income & Growth A Load Waived -1.89 2.11 0.31 1.63 10.56 10.85
AllianzGI Income & Growth A -1.89 2.11 0.31 1.63 10.56 10.85
InvestEd Balanced Load Waived -1.33 2.10 -0.55 3.07 10.26 8.87
InvestEd Balanced -1.33 2.10 -0.55 3.07 10.26 8.87
Fidelity Advisor Income Repl 2036 T -1.38 2.10 0.08 2.72 9.79 9.68
Fidelity Advisor Income Repl 2030 I -1.25 2.09 0.13 3.05 9.55 9.59
JPMorgan Diversified Instl -1.93 2.08 -0.52 3.79 11.71 11.52
ASTON/Montag & Caldwell Balanced I -0.35 2.08 0.03 5.30 8.73 9.63
Fidelity® Puritan® K -1.49 2.07 -0.35 6.26 12.83 12.67
Fidelity Income Replacement 2030 -1.25 2.07 0.12 3.04 9.55 9.59
Columbia Capital Allocation Mod Agrsv B -1.80 2.07 -0.26 3.24 9.76 10.01
ASTON/Montag & Caldwell Balanced N -0.33 2.07 0.01 5.22 8.63 9.48
Fidelity Advisor Income Repl 2040 C -1.48 2.06 0.02 2.34 9.86 9.68
Fidelity Advisor Income Repl 2032 A LW -1.30 2.06 0.10 2.91 9.58 9.55
Fidelity Advisor Income Repl 2032 A -1.30 2.06 0.10 2.91 9.58 9.55
Fidelity® Balanced -1.57 2.05 0.16 6.15 12.65 12.41
Fidelity Advisor Asset Manager® 50% A LW -1.71 2.05 -0.42 2.19 8.62 9.03
Fidelity Advisor Asset Manager® 50% A -1.71 2.05 -0.42 2.19 8.62 9.03
JHancock Lifestyle Balanced R3 -1.74 2.04 -0.09 0.97 9.25 9.28
Fidelity® Puritan® -1.49 2.04 -0.37 6.15 12.72 12.55
MFS® Moderate Allocation I -1.35 2.03 -0.20 1.71 9.33 10.08
GE Instl Strategic Investment Svc -1.72 2.03 -0.24 2.76 9.65 9.56
Voya Solution Balanced Port I -1.85 2.02 -0.63 3.18 10.29 10.57
Fidelity Advisor Asset Manager® 60% C -1.94 2.02 -0.54 1.56 9.11 9.21
AllianzGI Income & Growth D -1.96 2.02 0.22 1.54 10.54 10.84
JHancock Lifestyle Balanced R1 -1.74 2.01 -0.12 0.84 9.10 9.14
ICON Risk-Managed Balanced A LW -1.44 2.01 -0.19 4.34 8.95 7.82
ICON Risk-Managed Balanced A -1.44 2.01 -0.19 4.34 8.95 7.82
Fidelity Advisor Income Repl 2034 T -1.35 2.01 0.06 2.66 9.53 9.46
BNY Mellon Asset Allocation M -1.87 2.01 -0.28 3.29 9.94 8.90
AllianzGI Income & Growth R -1.88 2.01 0.22 1.32 10.29 ---
Putnam Dynamic Asset Allocation Bal M -1.84 2.00 -0.58 5.13 11.96 11.35
MFS® Moderate Allocation R4 -1.42 2.00 -0.26 1.67 9.34 10.09
BMO Balanced Allocation R6 -1.64 2.00 -0.29 2.92 10.38 ---
Schwab Balanced -1.35 1.99 -0.13 6.34 10.98 11.24
Fidelity Advisor® Balanced Z -1.59 1.99 0.14 6.20 --- ---
Fidelity Advisor Asset Manager® 60% B -1.91 1.99 -0.53 1.57 9.10 9.22
JPMorgan Diversified Sel -1.99 1.96 -0.52 3.58 11.46 11.26
Fidelity Advisor® Balanced I -1.59 1.96 0.11 6.05 12.45 12.28
Nuveen Strategy Growth Allocation C -2.20 1.95 -0.25 1.16 10.27 10.06
Fidelity Advisor Income Repl 2038 C -1.43 1.95 -0.01 2.27 9.52 9.38
Fidelity Advisor Income Repl 2030 A LW -1.27 1.95 0.05 2.78 9.27 9.32
Fidelity Advisor Income Repl 2030 A -1.27 1.95 0.05 2.78 9.27 9.32
Vanguard STAR Inv -1.81 1.94 -0.61 3.39 11.39 11.20
MFS® Moderate Allocation A Load Waived -1.36 1.94 -0.26 1.48 9.06 9.81
MFS® Moderate Allocation A -1.36 1.94 -0.26 1.48 9.06 9.81
MFS® Moderate Allocation 529A LW -1.38 1.93 -0.27 1.45 9.03 9.75
MFS® Moderate Allocation 529A -1.38 1.93 -0.27 1.45 9.03 9.75
Fidelity Advisor Income Repl 2032 T -1.32 1.93 0.03 2.64 9.31 9.27
Fidelity Advisor Asset Manager® 50% T -1.71 1.93 -0.47 1.93 8.36 8.77
Pioneer Solutions Balanced C -1.75 1.91 0.00 0.50 8.44 8.06
Columbia Flexible Capital Income I -2.58 1.91 -0.35 -0.68 10.16 ---
AB Balance Wealth Strategy C -1.91 1.91 -0.50 0.41 8.50 8.13
AB Balance Wealth Strategy B -1.91 1.91 -0.50 0.40 8.50 8.13
Delaware Foundation Moderate Allc I -1.79 1.90 -0.48 1.07 8.95 9.25
Columbia Capital Allocation Moderate R -1.70 1.90 -0.44 2.91 8.80 ---
BMO Balanced Allocation I -1.64 1.90 -0.29 2.73 --- ---
Transamerica Asset Allc Mod Gr C -1.69 1.89 -0.57 2.74 10.25 9.61
RiverFront Moderate Growth & Income I -2.28 1.88 -1.20 1.72 8.22 ---
Putnam Dynamic Asset Allocation Bal C -1.93 1.88 -0.71 4.81 11.65 11.06
Nuveen Strategy Balanced Allc A LW -1.84 1.88 -0.30 1.56 9.32 9.53
Nuveen Strategy Balanced Allc A -1.84 1.88 -0.30 1.56 9.32 9.53
MFS® Moderate Allocation R3 -1.43 1.88 -0.32 1.43 9.05 9.80
MainStay Moderate Allocation I -1.67 1.88 -0.07 2.41 11.03 10.95
Voya Solution Balanced Port S -1.89 1.87 -0.64 3.00 10.07 10.29
Transamerica Asset Allc Mod Gr B -1.67 1.87 -0.56 2.68 10.17 9.55
Pacific Funds Port Optim Mod Adv -1.60 1.87 0.07 1.90 --- ---
Voya Strategic Allocation Mod Port I -1.96 1.86 -0.93 3.03 10.85 10.56
Putnam Dynamic Asset Allocation Bal B -1.92 1.86 -0.72 4.86 11.65 11.06
JHancock Lifestyle Balanced C -1.74 1.86 -0.19 0.53 8.75 8.77
Thrivent Balanced Income Plus I -1.52 1.85 -0.71 2.92 11.32 11.31
Fidelity Advisor Income Repl 2036 C -1.41 1.85 -0.03 2.22 9.25 9.13
JPMorgan Diversified A Load Waived -2.00 1.84 -0.58 3.30 11.17 10.99
JPMorgan Diversified A -2.00 1.84 -0.58 3.30 11.17 10.99
Fidelity Advisor Income Repl 2030 T -1.28 1.84 0.00 2.54 9.04 9.05
Columbia Flexible Capital Income Z -2.54 1.84 -0.38 -0.81 10.04 ---
Franklin Moderate Allocation Advisor -1.90 1.83 -0.24 2.03 8.89 8.37
Fidelity Advisor® Balanced A LW -1.62 1.83 0.05 5.77 12.14 11.99
Fidelity Advisor® Balanced A -1.62 1.83 0.05 5.77 12.14 11.99
DFA Global Allocation 60/40 I -1.46 1.83 0.02 0.44 9.64 9.52
Columbia Flexible Capital Income R4 -2.60 1.83 -0.38 -0.81 --- ---
Scharf Balanced Opportunity Inv -1.28 1.82 -0.65 4.73 --- ---
BNY Mellon Asset Allocation Inv -1.94 1.82 -0.42 3.00 9.64 8.62
Pacific Funds Port Optim Mod A LW -1.60 1.80 0.00 1.66 8.16 8.94
Pacific Funds Port Optim Mod A -1.60 1.80 0.00 1.66 8.16 8.94
Nationwide Inv Dest Mod I -1.48 1.80 -0.50 1.35 9.24 9.46
Nationwide HighMark Balanced C -1.18 1.80 0.37 4.07 7.55 9.37
JHancock Lifestyle Balanced B -1.80 1.80 -0.25 0.49 8.71 8.75
BMO Balanced Allocation Y -1.55 1.80 -0.29 2.48 --- ---
MFS® Moderate Allocation R2 -1.45 1.79 -0.33 1.19 8.80 9.53
Columbia Flexible Capital Income R5 -2.58 1.79 -0.44 -0.81 --- ---
Voya Solution Balanced Port S2 -1.90 1.78 -0.73 2.77 9.88 10.13
Wells Fargo Advantage Growth Balanced C -1.46 1.77 -0.48 3.82 12.17 11.95
Vantagepoint Model Port Tradtnl Gr TM -1.56 1.77 -0.27 2.05 --- ---
Sit Balanced -1.56 1.77 -0.30 6.66 10.77 10.85
Fidelity Advisor Income Repl 2034 C -1.39 1.77 -0.07 2.16 8.99 8.92
Wells Fargo Advantage Growth Balanced B -1.46 1.76 -0.47 3.82 12.15 11.94
Thrivent Moderate Allocation I -1.59 1.76 -0.57 2.50 9.79 9.74
RiverFront Moderate Growth & Income A LW -2.34 1.76 -1.26 1.46 7.95 ---
RiverFront Moderate Growth & Income A -2.34 1.76 -1.26 1.46 7.95 ---
Oppenheimer Moderate Inv Y -1.44 1.76 -0.18 2.28 9.89 9.50
Columbia Balanced Y -1.49 1.76 0.67 6.43 --- ---
JPMorgan Investor Growth & Income Sel -1.70 1.75 0.06 3.95 11.78 11.30
Columbia Capital Allocation Moderate B -1.65 1.75 -0.48 2.50 8.30 8.76
Nuveen Strategy Balanced Allc R3 -1.86 1.74 -0.28 1.28 9.08 9.25
MainStay Moderate Allocation A LW -1.68 1.73 -0.15 2.17 10.77 10.69
MainStay Moderate Allocation A -1.68 1.73 -0.15 2.17 10.77 10.69
ICON Risk-Managed Balanced C -1.39 1.73 -0.37 3.66 8.17 7.02
GuidePath Tact Constnd Asst Allc Instl -2.27 1.73 -0.53 1.26 --- ---
Great-West SecureFoundation® Bal G -1.43 1.73 -0.45 3.12 9.93 10.00
QS Legg Mason Moderate Growth I -1.65 1.72 0.07 1.04 11.57 11.79
Nationwide Inv Dest Mod Instl Svc -1.53 1.72 -0.55 1.25 --- ---
Franklin Moderate Allocation A LW -1.90 1.72 -0.30 1.73 8.63 8.09
Franklin Moderate Allocation A -1.90 1.72 -0.30 1.73 8.63 8.09
Columbia Balanced R5 -1.51 1.72 0.64 6.37 13.24 ---
Voya Strategic Allocation Mod Port S -1.97 1.71 -0.94 2.81 10.56 10.32
Columbia Flexible Capital Income W -2.60 1.71 -0.45 -1.08 9.75 ---
Voya Solution Balanced Port A -1.92 1.70 -0.74 2.66 9.79 10.00
Intrepid Capital Institutional -1.69 1.70 1.03 1.12 9.36 9.36
Fidelity Advisor® Balanced T -1.60 1.70 -0.01 5.51 11.90 11.75
Columbia Balanced Z -1.51 1.70 0.64 6.27 13.11 12.86
Bruce -0.27 1.70 -1.00 -0.57 12.93 12.95
Nationwide Inv Dest Mod A Load Waived -1.48 1.69 -0.50 0.95 8.87 9.13
Nationwide Inv Dest Mod A -1.48 1.69 -0.50 0.95 8.87 9.13
Fidelity Advisor Income Repl 2032 C -1.35 1.69 -0.09 2.14 8.77 8.73
Delaware Foundation Moderate Allc A LW -1.86 1.69 -0.54 0.83 8.69 8.99
Delaware Foundation Moderate Allc A -1.86 1.69 -0.54 0.83 8.69 8.99
State Farm Equity & Bond Instl -1.62 1.68 -0.66 7.12 11.84 11.58
Columbia Balanced R4 -1.53 1.68 0.64 6.27 --- ---
MainStay Moderate Allocation Inv -1.75 1.66 -0.22 1.93 10.56 10.49
Great-West SecureFoundation® Bal G1 -1.48 1.66 -0.51 2.99 9.81 9.88
Columbia Capital Allocation Moderate C -1.66 1.66 -0.57 2.41 8.26 8.75
American Century Strat Allc: Mod R6 -1.66 1.66 -0.28 3.30 --- ---
Vantagepoint Model Port Tradtnl Gr Inv M -1.56 1.65 -0.35 1.80 9.71 9.56
Pacific Funds Port Optim Mod R -1.67 1.65 -0.07 1.36 7.89 8.69
DFA Global Allocation 60/40 R2 -1.56 1.65 -0.09 0.16 9.39 9.24
AllianzGI Income & Growth C -1.99 1.65 0.06 0.77 9.72 10.01
HSBC World Selection Aggressive Strat A -2.49 1.64 -0.25 -1.05 11.26 10.47
HSBC World Selection Aggressive Str A LW -2.49 1.64 -0.25 -1.05 11.26 10.47
Great-West SecureFoundation® Bal ETF A -1.51 1.64 -0.46 3.01 9.64 ---
Great-West SecureFoundation® Bal ET A LW -1.51 1.64 -0.46 3.01 9.64 ---
Fidelity Advisor Asset Manager® 50% C -1.77 1.64 -0.59 1.37 7.81 8.21
UBS US Allocation P -1.53 1.63 -0.36 5.25 12.77 12.70
Columbia Flexible Capital Income A LW -2.60 1.63 -0.45 -1.06 9.77 ---
Columbia Flexible Capital Income A -2.60 1.63 -0.45 -1.06 9.77 ---
Fidelity Advisor Asset Manager® 50% B -1.77 1.62 -0.61 1.40 7.81 8.20
Columbia Balanced K -1.49 1.62 0.61 6.12 12.94 ---
Thrivent Moderate Allocation A LW -1.59 1.60 -0.65 2.16 9.42 9.38
Thrivent Moderate Allocation A -1.59 1.60 -0.65 2.16 9.42 9.38
JPMorgan Investor Growth & Income A LW -1.73 1.60 -0.07 3.64 11.47 11.02
JPMorgan Investor Growth & Income A -1.73 1.60 -0.07 3.64 11.47 11.02
JPMorgan Diversified C -2.01 1.60 -0.78 2.77 10.61 10.42
BMO Balanced Allocation R3 -1.74 1.60 -0.49 2.14 --- ---
Thrivent Balanced Income Plus A LW -1.59 1.59 -0.81 2.52 10.83 10.83
Thrivent Balanced Income Plus A -1.59 1.59 -0.81 2.52 10.83 10.83
Nationwide Inv Dest Mod Svc -1.49 1.59 -0.51 0.94 8.80 9.02
Columbia Flexible Capital Income R -2.58 1.59 -0.51 -1.31 9.48 ---
State Farm Equity & Bond R3 -1.57 1.58 -0.69 7.03 11.79 11.50
Oppenheimer Moderate Inv A Load Waived -1.54 1.58 -0.27 1.99 9.56 9.24
Oppenheimer Moderate Inv A -1.54 1.58 -0.27 1.99 9.56 9.24
Fidelity Advisor Income Repl 2030 C -1.32 1.58 -0.12 2.02 8.46 8.51
Intrepid Capital -1.68 1.57 0.96 0.94 9.12 9.08
Delaware Foundation Moderate Allc R -1.84 1.57 -0.61 0.50 8.40 8.72
Columbia Balanced A Load Waived -1.52 1.57 0.58 6.02 12.83 12.59
Columbia Balanced A -1.52 1.57 0.58 6.02 12.83 12.59
MFS® Moderate Allocation C -1.45 1.55 -0.45 0.70 8.25 9.00
Franklin Moderate Allocation R -1.97 1.55 -0.37 1.49 8.35 7.81
American Century One Choice Mod Inv -1.76 1.55 -0.42 3.18 10.16 10.76
State Farm Equity & Bond A Legacy LW -1.64 1.54 -0.78 6.89 11.54 11.31
State Farm Equity & Bond A Legacy -1.64 1.54 -0.78 6.89 11.54 11.31
MFS® Moderate Allocation B -1.45 1.54 -0.45 0.74 8.26 8.99
MFS® Moderate Allocation 529B -1.47 1.54 -0.47 0.66 8.21 8.93
American Funds Balanced Portfolio R6 -1.89 1.54 -0.36 3.33 11.22 ---
MassMutual RetireSMART Moderate R5 -1.49 1.53 -0.40 0.76 8.86 ---
MassMutual RetireSMART Mod I -1.58 1.53 -0.40 0.84 --- ---
Dreyfus Growth Allocation -1.76 1.53 -0.39 1.94 10.84 10.37
Nuveen Strategy Balanced Allc C -1.87 1.52 -0.40 0.76 8.53 8.72
MFS® Moderate Allocation R1 -1.48 1.52 -0.46 0.66 8.24 8.98
American Funds Balanced Portfolio R5 -1.90 1.52 -0.37 3.28 11.19 ---
HSBC World Selection Balanced Strat A LW -2.31 1.51 -0.35 -1.32 8.91 9.22
HSBC World Selection Balanced Strat A -2.31 1.51 -0.35 -1.32 8.91 9.22
Great-West SecureFoundation® Bal L -1.49 1.51 -0.56 2.82 9.64 ---
Principal SAM Balanced Inst -1.61 1.50 -0.34 2.83 10.51 10.82
Oppenheimer Moderate Inv R -1.46 1.50 -0.28 1.71 9.29 8.95
Nationwide Inv Dest Mod R -1.49 1.50 -0.58 0.71 8.51 8.75
MFS® Moderate Allocation 529C -1.47 1.50 -0.46 0.69 8.20 8.93
Arrow DWA Balanced Institutional -2.03 1.50 -1.24 1.62 7.87 ---
American Century Strat Allc: Mod Inv -1.61 1.50 -0.37 3.07 9.79 10.47
Vanguard LifeStrategy Moderate Gr Inv -1.78 1.49 -0.58 3.02 9.79 10.00
Russell LifePoints Balanced Strategy R1 -1.89 1.49 -0.30 1.14 8.66 8.69
QS Legg Mason Moderate Growth A LW -1.68 1.49 0.02 0.73 11.29 11.51
QS Legg Mason Moderate Growth A -1.68 1.49 0.02 0.73 11.29 11.51
Lord Abbett Multi-Asset Balanced Opp I -2.12 1.49 -0.32 0.89 11.61 10.73
American Funds Balanced Portfolio F2 -1.91 1.49 -0.46 3.24 11.12 ---
UBS US Allocation A Load Waived -1.56 1.48 -0.44 4.94 12.46 12.38
UBS US Allocation A -1.56 1.48 -0.44 4.94 12.46 12.38
State Farm Equity & Bond A Load Waived -1.64 1.48 -0.77 6.79 11.57 11.29
State Farm Equity & Bond A -1.64 1.48 -0.77 6.79 11.57 11.29
American Funds Balanced Portfolio 529F1 -1.93 1.47 -0.40 3.16 11.05 ---
Russell LifePoints Balanced Strategy S -1.81 1.46 -0.32 1.04 8.52 8.55
Pacific Funds Port Optim Mod C -1.68 1.45 -0.14 0.87 7.44 8.22
Lord Abbett Multi-Asset Balanced Opp F -2.12 1.45 -0.43 0.72 11.48 10.63
American Funds Balanced Portfolio R2E -1.88 1.45 -0.42 --- --- ---
American Century Strat Allc: Mod Instl -1.84 1.45 -0.46 3.13 9.96 10.66
State Farm Equity & Bond R2 -1.62 1.44 -0.83 6.75 11.45 11.17
State Farm Equity & Bond R1 -1.63 1.44 -0.75 6.54 11.23 10.96
QS Legg Mason Moderate Growth R -1.68 1.44 -0.03 0.49 --- ---
Pacific Funds Port Optim Mod B -1.68 1.44 -0.14 0.92 7.44 8.20
Calamos Growth & Income I -2.05 1.44 1.03 3.76 9.95 10.37
Prudential Moderate Allocation Z -1.65 1.43 -0.73 1.65 10.02 9.82
Cavanal Hill Balanced I -1.43 1.43 -0.76 4.67 9.81 10.29
Arrow DWA Balanced A Load Waived -2.04 1.43 -1.25 1.39 7.62 7.75
Arrow DWA Balanced A -2.04 1.43 -1.25 1.39 7.62 7.75
Russell LifePoints Balanced Strategy A -1.83 1.42 -0.30 0.88 8.27 8.28
Russell LifePoints Balanced Strateg A LW -1.83 1.42 -0.30 0.88 8.27 8.28
Fidelity Advisor® Balanced C -1.68 1.42 -0.15 4.95 11.29 11.13
Columbia Balanced R -1.55 1.42 0.49 5.73 12.55 ---
Voya Retirement Moderate Growth Port I -1.86 1.41 -0.80 2.24 9.88 10.12
RiverFront Moderate Growth & Income C -2.37 1.41 -1.45 0.74 7.18 ---
Fidelity Advisor® Balanced B -1.67 1.41 -0.15 4.92 11.22 11.07
PNC Balanced Allocation I -1.67 1.40 -0.97 2.37 9.65 10.45
Pioneer Classic Balanced Y -1.69 1.40 -0.43 4.20 12.11 11.83
CG Core Balanced Institutional -1.89 1.40 -0.27 4.21 --- ---
American Funds Balanced Portfolio A LW -1.88 1.40 -0.43 3.03 10.88 ---
American Funds Balanced Portfolio A -1.88 1.40 -0.43 3.03 10.88 ---
Principal SAM Balanced J -1.70 1.39 -0.42 2.51 10.19 10.45
Lord Abbett Multi-Asset Balanced Opp A -2.12 1.39 -0.38 0.58 11.31 10.44
Lord Abbett Multi-Asset Balanced Op A LW -2.12 1.39 -0.38 0.58 11.31 10.44
American Funds Balanced Portfolio R4 -1.90 1.39 -0.51 3.00 10.87 ---
RidgeWorth Moderate Allocation Strat I -1.52 1.38 -0.36 2.88 8.97 9.01
Issachar N -0.32 1.38 -1.66 1.90 --- ---
Great-West Moderate Profile II Init -1.69 1.38 -0.81 2.60 10.23 9.85
American Funds Balanced Portfolio F1 -1.90 1.38 -0.44 2.98 10.85 ---
SunAmerica Focused Multi-Asset Strat A -1.40 1.37 -0.31 2.52 9.24 8.37
SunAmerica Focused Multi-Asset Stra A LW -1.40 1.37 -0.31 2.52 9.24 8.37
Schwab MarketTrack Balanced -1.48 1.37 -0.41 2.42 9.47 9.80
Prudential Moderate Allocation A LW -1.59 1.37 -0.74 1.46 9.76 9.56
Prudential Moderate Allocation A -1.59 1.37 -0.74 1.46 9.76 9.56
Principal SAM Balanced R5 -1.67 1.37 -0.47 2.50 10.22 10.53
American Funds Balanced Portfolio 529A -1.91 1.37 -0.46 2.94 10.81 ---
American Funds Balanced Portfolio 529 LW -1.91 1.37 -0.46 2.94 10.81 ---
GuidePath Tact Constnd Asst Allc Svc -2.36 1.36 -0.71 0.60 9.20 ---
Russell LifePoints Balanced Strategy R4 -1.91 1.35 -0.37 0.87 8.39 8.40
Invesco Equity and Income R5 -1.24 1.35 1.45 4.34 13.78 12.82
Virtus Tactical Allocation A LW -2.27 1.34 -0.36 -0.50 9.54 10.58
Virtus Tactical Allocation A -2.27 1.34 -0.36 -0.50 9.54 10.58
State Farm Equity & Bond B Legacy -1.65 1.34 -0.88 6.45 11.15 10.86
Principal SAM Balanced R4 -1.67 1.34 -0.44 2.44 10.10 10.41
Principal SAM Balanced A Load Waived -1.65 1.34 -0.42 2.45 10.16 10.44
Principal SAM Balanced A -1.65 1.34 -0.42 2.45 10.16 10.44
JPMorgan Investor Growth & Income C -1.78 1.34 -0.18 3.15 10.92 10.44
First Investors Total Return Adv -2.48 1.34 -0.49 3.04 --- ---
Columbia Flexible Capital Income C -2.64 1.34 -0.64 -1.81 8.94 ---
MassMutual RetireSMART Moderate Svc -1.58 1.33 -0.50 0.56 8.76 ---
First Investors Total Return Instl -2.48 1.33 -0.49 3.07 --- ---
Calamos Growth & Income A Load Waived -2.08 1.33 0.97 3.48 9.66 10.09
Calamos Growth & Income A -2.08 1.33 0.97 3.48 9.66 10.09
Russell LifePoints Balanced Strategy E -1.90 1.32 -0.39 0.77 8.25 8.25
MassMutual RetireSMART Moderate Admin -1.58 1.32 -0.50 0.54 8.70 ---
MassMutual RetireSMART Mod R4 -1.58 1.32 -0.50 0.39 --- ---
Jamestown Balanced -1.21 1.31 0.41 3.60 11.68 11.23
Delaware Foundation Moderate Allc C -1.88 1.31 -0.81 -0.01 7.83 8.15
Virtus Balanced A Load Waived -2.13 1.30 -0.58 0.06 8.63 10.50
Virtus Balanced A -2.13 1.30 -0.58 0.06 8.63 10.50
Pioneer Classic Balanced A Load Waived -1.70 1.30 -0.43 4.06 11.78 11.53
Pioneer Classic Balanced A -1.70 1.30 -0.43 4.06 11.78 11.53
Invesco Equity and Income R6 -1.31 1.30 1.38 4.43 --- ---
Cavanal Hill Balanced Inv -1.43 1.30 -0.81 4.42 9.56 10.00
Cavanal Hill Balanced A Load Waived -1.44 1.30 -0.75 4.42 9.55 ---
Cavanal Hill Balanced A -1.44 1.30 -0.75 4.42 9.55 ---
American Indep MAR Tactical Mod Gr Instl -1.81 1.30 -0.73 2.30 --- ---
Plumb Balanced -1.26 1.29 0.31 5.19 11.98 10.20
MainStay Moderate Allocation C -1.84 1.29 -0.37 1.19 9.74 9.67
MainStay Moderate Allocation B -1.77 1.29 -0.37 1.26 9.76 9.68
Franklin Moderate Allocation C -2.01 1.29 -0.50 0.98 7.81 7.27
American Century Strat Allc: Mod A LW -1.80 1.29 -0.42 2.73 9.51 10.20
American Century Strat Allc: Mod A -1.80 1.29 -0.42 2.73 9.51 10.20
SunAmerica Focused Balanced Strategy A -1.36 1.28 -0.24 2.73 9.03 8.72
SunAmerica Focused Balanced Strateg A LW -1.36 1.28 -0.24 2.73 9.03 8.72
Russell LifePoints Balanced Strategy R5 -1.83 1.28 -0.43 0.67 8.13 8.15
TETON Westwood Balanced I -0.96 1.27 0.25 4.61 10.68 10.47
Nationwide Inv Dest Mod C -1.59 1.27 -0.69 0.26 8.09 8.35
Voya Retirement Moderate Growth Port A -1.86 1.26 -0.87 1.85 9.49 9.71
Praxis Genesis Balanced A Load Waived -1.48 1.26 -0.32 2.18 8.93 9.05
Praxis Genesis Balanced A -1.48 1.26 -0.32 2.18 8.93 9.05
PNC Balanced Allocation A Load Waived -1.66 1.26 -1.02 2.11 9.38 10.17
PNC Balanced Allocation A -1.66 1.26 -1.02 2.11 9.38 10.17
GuideStone Funds Defensv Mkt Strats Inst -1.54 1.26 -0.03 4.69 11.15 ---
ESG Managers® Balanced Port Inst -1.70 1.26 -0.24 2.63 10.28 9.25
American Funds Balanced Portfolio R3 -1.91 1.26 -0.52 2.64 10.52 ---
Calvert Balanced I -1.69 1.25 -0.07 5.38 11.03 11.45
Principal SAM Balanced R3 -1.74 1.24 -0.55 2.19 9.89 10.20
HSBC World Selection Balanced Strat B -2.31 1.24 -0.44 -2.00 8.13 8.42
Prudential Moderate Allocation R -1.66 1.23 -0.80 1.22 9.44 9.28
George Putnam Balanced R6 -1.96 1.23 -0.47 5.58 --- ---
TETON Westwood Balanced AAA -0.86 1.22 0.27 4.34 10.46 10.22
State Farm Equity & Bond B -1.63 1.22 -0.84 6.14 10.90 10.61
MassMutual RetireSMART Moderate A LW -1.58 1.22 -0.50 0.27 8.43 ---
MassMutual RetireSMART Moderate A -1.58 1.22 -0.50 0.27 8.43 ---
MassMutual RetireSMART Mod R3 -1.58 1.22 -0.60 0.20 --- ---
Lord Abbett Multi-Asset Balanced Opp R2 -2.16 1.22 -0.54 0.22 10.94 10.06
Lord Abbett Multi-Asset Balanced Opp P -2.21 1.22 -0.52 0.40 11.10 10.25
JPMorgan Investor Balanced Select -1.49 1.22 -0.24 3.03 9.29 9.09
Invesco Equity and Income Y -1.35 1.21 1.33 4.26 13.66 12.70
HSBC World Selection Aggressive Strat C -2.68 1.21 -0.55 -1.80 10.40 9.62
Calamos Growth & Income R -2.10 1.21 0.90 3.21 9.39 9.81
RidgeWorth Moderate Allocation Strat A -1.62 1.20 -0.54 2.66 8.78 8.77
RidgeWorth Moderate Allocation Stra A LW -1.62 1.20 -0.54 2.66 8.78 8.77
Lord Abbett Multi-Asset Balanced Opp R3 -2.20 1.20 -0.52 0.28 11.04 10.17
HSBC World Selection Aggressive Strat B -2.66 1.20 -0.54 -1.82 10.38 9.62
Great-West Moderate Profile II L -1.71 1.20 -0.88 2.28 9.92 ---
Great-West Moderate Profile I Init -1.62 1.20 -0.77 2.50 10.03 9.67
Columbia Balanced B -1.57 1.20 0.39 5.22 11.97 11.74
VY Invesco Equity and Income I -1.35 1.19 1.37 4.01 13.41 12.42
Hartford Checks and Balances R5 -2.07 1.19 -0.20 3.75 13.07 11.58
George Putnam Balanced R5 -1.96 1.19 -0.50 5.54 --- ---
Dreyfus Balanced Opportunity J -1.48 1.19 -0.42 4.59 12.34 11.43
Dreyfus Balanced Opportunity I -1.44 1.19 -0.42 4.60 12.36 11.47
MFS® Total Return R5 -1.41 1.18 0.35 4.22 11.54 ---
Invesco Equity and Income A Load Waived -1.22 1.18 1.37 4.10 13.42 12.44
Invesco Equity and Income A -1.22 1.18 1.37 4.10 13.42 12.44
George Putnam Balanced Y -1.96 1.18 -0.50 5.53 11.93 11.68
American Funds Balanced Portfolio 529E -1.98 1.18 -0.59 2.64 10.50 ---
QS Legg Mason Moderate Growth C -1.72 1.17 -0.15 0.09 10.58 10.77
First Investors Total Return A LW -2.49 1.17 -0.59 2.69 10.70 11.33
First Investors Total Return A -2.49 1.17 -0.59 2.69 10.70 11.33
Columbia Balanced C -1.60 1.17 0.37 5.22 11.98 11.75
Alger Balanced I-2 -1.74 1.17 -0.14 5.18 9.63 8.94
New Century Balanced -1.94 1.16 -0.45 0.84 9.61 9.55
Hartford Balanced Y -1.83 1.16 -0.02 5.02 12.30 12.23
ESG Managers® Balanced Port A LW -1.73 1.16 -0.35 2.32 10.01 8.96
ESG Managers® Balanced Port A -1.73 1.16 -0.35 2.32 10.01 8.96
HSBC World Selection Balanced Strat C -2.39 1.15 -0.52 -2.08 8.09 8.40
Dreyfus Balanced Opportunity Z -1.49 1.15 -0.47 4.50 12.21 11.27
American Century Strat Allc: Mod R -1.81 1.15 -0.56 2.45 9.21 9.89
Voya Balanced Port I -2.09 1.14 -1.23 1.91 10.47 9.92
Oppenheimer Moderate Inv C -1.57 1.14 -0.47 1.20 8.77 8.39
JHancock Lifestyle II Balanced R6 -2.04 1.14 -0.76 1.98 --- ---
SunAmerica Focused Multi-Asset Strat C -1.40 1.13 -0.43 1.93 8.55 7.68
Principal SAM Balanced R2 -1.68 1.13 -0.53 2.06 9.70 10.00
Oppenheimer Moderate Inv B -1.56 1.13 -0.46 1.14 8.70 8.34
JHancock Lifestyle II Balanced 1 -2.04 1.13 -0.77 1.91 --- ---
GuideStone Funds Defensv Mkt Strats Inv -1.59 1.13 -0.08 4.45 10.87 ---
Calvert Balanced Y -1.71 1.12 -0.13 5.10 --- ---
UBS US Allocation C -1.60 1.11 -0.62 4.16 11.62 11.54
New Covenant Balanced Growth -1.68 1.11 -0.32 4.38 9.71 9.98
Hartford Balanced HLS IA -1.83 1.11 -0.15 4.87 12.43 12.25
Highland Total Return Y -1.24 1.10 0.38 1.60 8.84 8.90
TETON Westwood Balanced A Load Waived -0.91 1.09 0.13 4.07 10.16 9.94
TETON Westwood Balanced A -0.91 1.09 0.13 4.07 10.16 9.94
Principal SAM Balanced R1 -1.68 1.09 -0.56 1.89 9.56 9.87
MFS® Total Return R4 -1.41 1.09 0.28 4.14 11.45 10.88
MFS® Total Return I -1.41 1.09 0.28 4.09 11.43 10.86
JPMorgan Investor Balanced A LW -1.50 1.09 -0.31 2.78 9.03 8.80
JPMorgan Investor Balanced A -1.50 1.09 -0.31 2.78 9.03 8.80
Dreyfus Balanced Opportunity A LW -1.48 1.09 -0.52 4.33 12.09 11.20
Dreyfus Balanced Opportunity A -1.48 1.09 -0.52 4.33 12.09 11.20
Poplar Forest Cornerstone Institutional -1.17 1.08 1.81 --- --- ---
Hartford Balanced R5 -1.85 1.08 -0.06 4.90 12.23 12.15
Dreyfus Moderate Allocation -1.63 1.08 -0.59 1.07 8.53 8.65
Hartford Checks and Balances I -2.07 1.07 -0.23 3.72 13.06 11.57
SunAmerica Focused Multi-Asset Strat B -1.46 1.06 -0.49 1.84 8.48 7.64
George Putnam Balanced A Load Waived -1.96 1.06 -0.56 5.23 11.65 11.39
George Putnam Balanced A -1.96 1.06 -0.56 5.23 11.65 11.39
VY Invesco Equity and Income S -1.38 1.05 1.29 3.75 13.12 12.13
QS Legg Mason Moderate Growth B -1.71 1.05 -0.26 -0.24 10.27 10.50
Invesco Equity and Income R -1.28 1.05 1.30 3.83 13.12 12.16
Madison Moderate Allocation A LW -1.93 1.04 -0.93 2.72 9.22 9.23
Madison Moderate Allocation A -1.93 1.04 -0.93 2.72 9.22 9.23
HCM Tactical Growth R -3.68 1.04 0.52 --- --- ---
HCM Tactical Growth I -3.68 1.04 0.52 --- --- ---
HCM Tactical Growth C -3.68 1.04 0.52 --- --- ---
HCM Tactical Growth A Load Waived -3.69 1.04 0.52 --- --- ---
HCM Tactical Growth A -3.69 1.04 0.52 --- --- ---
Prudential Moderate Allocation B -1.67 1.03 -0.87 0.72 8.96 8.75
Highland Total Return A Load Waived -1.21 1.03 0.38 1.39 8.58 8.65
Highland Total Return A -1.21 1.03 0.38 1.39 8.58 8.65
Hartford Checks and Balances A LW -2.07 1.03 -0.26 3.56 12.79 11.29
Hartford Checks and Balances A -2.07 1.03 -0.26 3.56 12.79 11.29
American Indep MAR Tactical Mod Gr A LW -1.90 1.03 -0.82 1.86 --- ---
American Indep MAR Tactical Mod Gr A -1.90 1.03 -0.82 1.86 --- ---
Hartford Checks and Balances R4 -2.08 1.02 -0.28 3.47 12.72 11.23
Calvert Balanced A Load Waived -1.73 1.02 -0.21 4.86 10.48 10.89
Calvert Balanced A -1.73 1.02 -0.21 4.86 10.48 10.89
Arrow DWA Balanced C -2.12 1.02 -1.45 0.65 6.83 6.94
SunAmerica Focused Balanced Strategy C -1.40 1.01 -0.40 2.08 8.32 8.03
Russell LifePoints Balanced Strategy C -1.86 1.01 -0.48 0.07 7.47 7.47
American Century Strat Allc: Mod C -1.81 1.01 -0.56 2.03 8.70 9.37
VY Invesco Equity and Income S2 -1.38 1.00 1.26 3.61 12.98 11.98
Voya Balanced Port S -2.10 1.00 -1.30 1.71 10.21 9.64
Touchstone Balanced Allocation Instl -0.94 1.00 -0.26 0.67 8.24 8.90
Lord Abbett Multi-Asset Balanced Opp C -2.21 1.00 -0.65 -0.16 10.49 9.65
American Funds Balanced Portfolio B -1.97 1.00 -0.65 2.18 10.03 ---
MFS® Total Return R3 -1.46 0.99 0.21 3.83 11.16 10.59
MFS® Total Return A Load Waived -1.46 0.99 0.22 3.84 11.17 10.59
MFS® Total Return A -1.46 0.99 0.22 3.84 11.17 10.59
American Funds Balanced Portfolio C -2.02 0.99 -0.70 2.23 10.04 ---
USAA Cornerstone Moderately Agrsv -2.06 0.98 -0.43 -0.42 7.97 7.85
Lord Abbett Multi-Asset Balanced Opp B -2.20 0.98 -0.57 -0.12 10.49 9.63
Hartford Balanced HLS IB -1.84 0.98 -0.22 4.58 12.14 11.97
American Funds College 2027 529F1 -1.76 0.98 -0.49 1.00 --- ---
American Funds Balanced Portfolio R1 -1.95 0.98 -0.64 2.21 10.04 ---
MFS® Total Return 529A Load Waived -1.41 0.97 0.21 3.80 11.12 10.52
MFS® Total Return 529A -1.41 0.97 0.21 3.80 11.12 10.52
Federated MDT Balanced Instl -1.83 0.97 -0.89 3.52 12.54 11.46
Calamos Growth & Income B -2.12 0.97 0.78 2.75 9.26 9.52
American Funds Balanced Portfolio R2 -1.96 0.97 -0.64 2.21 10.05 ---
Virtus Tactical Allocation C -2.29 0.96 -0.62 -1.25 8.72 9.73
Prudential Moderate Allocation C -1.67 0.96 -0.94 0.72 8.94 8.74
Poplar Forest Cornerstone A Load Waived -1.17 0.96 1.77 --- --- ---
Poplar Forest Cornerstone A -1.17 0.96 1.77 --- --- ---
Calamos Growth & Income C -2.13 0.95 0.77 2.72 8.84 9.27
American Funds Balanced Portfolio 529B -1.99 0.95 -0.68 2.11 9.91 ---
Hartford Balanced R4 -1.86 0.94 -0.15 4.61 11.90 11.80
George Putnam Balanced R -2.03 0.94 -0.63 4.99 11.36 11.12
Dodge & Cox Balanced -1.47 0.94 1.58 3.47 15.48 13.86
VY Invesco Equity and Income A -1.37 0.93 1.24 3.49 12.85 11.85
Vanguard Balanced Index I -1.55 0.93 -0.50 5.04 11.10 11.74
SunAmerica Focused Balanced Strategy B -1.36 0.93 -0.42 1.99 8.28 7.99
RidgeWorth Moderate Allocation Strat C -1.63 0.93 -0.64 2.06 8.14 8.09
Hartford Balanced A Load Waived -1.86 0.93 -0.17 4.56 11.84 11.73
Hartford Balanced A -1.86 0.93 -0.17 4.56 11.84 11.73
American Funds Balanced Portfolio 529C -2.04 0.93 -0.73 2.11 9.93 ---
Virtus Tactical Allocation B -2.34 0.92 -0.56 -1.28 8.75 9.75
Touchstone Balanced Allocation Y -1.01 0.92 -0.26 0.59 8.20 8.88
Prudential Balanced Z -1.72 0.92 -0.70 4.10 11.70 11.88
Principal SAM Balanced C -1.80 0.92 -0.66 1.66 9.30 9.62
Cavanal Hill Balanced C -1.51 0.92 -0.98 --- --- ---
Federated MDT Balanced A Load Waived -1.83 0.91 -0.89 3.34 12.29 11.17
Federated MDT Balanced A -1.83 0.91 -0.89 3.34 12.29 11.17
1789 Growth and Income P -1.79 0.91 0.59 1.45 --- ---
Highland Total Return R -1.25 0.90 0.30 1.13 8.35 8.41
American Funds College 2027 529A LW -1.76 0.90 -0.57 0.85 --- ---
American Funds College 2027 529A -1.76 0.90 -0.57 0.85 --- ---
Virtus Balanced C -2.26 0.89 -0.83 -0.73 7.80 9.65
Vanguard Balanced Index Adm -1.58 0.89 -0.50 4.99 11.08 11.71
MFS® Total Return R2 -1.46 0.88 0.15 3.62 10.88 10.32
Pioneer Classic Balanced C -1.82 0.87 -0.65 3.17 10.88 10.62
Northern Global Tactical Asset Allc -2.11 0.87 -0.57 -1.55 7.41 8.38
Frost Moderate Allocation Instl -1.70 0.87 -0.70 2.06 8.93 8.99
American Century Strat Allc: Mod B -1.82 0.87 -0.71 1.89 8.66 9.35
Hartford Checks and Balances R3 -2.08 0.86 -0.34 3.12 12.40 10.91
Hartford Balanced R3 -1.84 0.86 -0.18 4.32 11.58 11.47
Oakmark Equity & Income I -1.62 0.85 0.22 2.76 11.95 10.70
Virtus Balanced B -2.27 0.84 -0.84 -0.73 7.80 9.65
Centre Multi-Asset Real Return Instl -1.74 0.84 -0.10 -3.03 --- ---
Vanguard Balanced Index Inv -1.59 0.83 -0.57 4.85 10.93 11.55
PNC Balanced Allocation C -1.76 0.83 -1.25 1.35 8.60 9.36
TETON Westwood Balanced C -0.95 0.82 -0.01 3.57 9.61 9.39
George Putnam Balanced M -2.05 0.82 -0.69 4.72 11.10 10.84
Frost Moderate Allocation Investor -1.70 0.82 -0.75 1.82 8.68 8.68
JPMorgan Investor Balanced C -1.52 0.81 -0.40 2.32 8.46 8.25
Invesco Equity and Income C -1.34 0.81 1.19 3.24 12.60 11.59
Hotchkis & Wiley Capital Income A LW -2.13 0.80 -0.24 0.75 13.04 ---
Hotchkis & Wiley Capital Income A -2.13 0.80 -0.24 0.75 13.04 ---
Avondale Core Investment 0.50 0.80 1.52 --- --- ---
1789 Growth and Income A Load Waived -1.87 0.80 0.48 1.16 --- ---
1789 Growth and Income A -1.87 0.80 0.48 1.16 --- ---
Touchstone Balanced Allocation A LW -1.07 0.79 -0.39 0.33 7.96 8.60
Touchstone Balanced Allocation A -1.07 0.79 -0.39 0.33 7.96 8.60
Regal Total Return A Load Waived -1.35 0.79 -0.29 2.60 --- ---
Regal Total Return A -1.35 0.79 -0.29 2.60 --- ---
Federated MDT Balanced R -1.83 0.79 -0.95 3.07 11.94 10.77
American Indep MAR Tactical Mod Gr C -1.92 0.75 -1.01 1.30 --- ---
American Funds College 2027 529E -1.77 0.74 -0.65 0.55 --- ---
USAA Cornerstone Moderate -1.99 0.73 -0.89 -0.34 7.38 7.91
Prudential Balanced A Load Waived -1.79 0.73 -0.77 3.76 11.35 11.53
Prudential Balanced A -1.79 0.73 -0.77 3.76 11.35 11.53
ESG Managers® Balanced Port C -1.76 0.73 -0.53 1.63 9.17 8.17
Camelot Premium Return A Load Waived -3.20 0.73 -1.31 -1.88 10.27 ---
Camelot Premium Return A -3.20 0.73 -1.31 -1.88 10.27 ---
First Investors Total Return B -2.57 0.72 -0.79 1.84 9.84 10.51
Invesco Equity and Income B -1.35 0.71 1.10 3.24 12.57 11.87
Hotchkis & Wiley Capital Income I -2.10 0.71 -0.19 0.63 12.60 ---
Dreyfus Balanced Opportunity C -1.53 0.71 -0.70 3.54 11.24 10.36
Value Line Income & Growth -2.02 0.70 -1.20 5.46 12.03 10.71
Oakmark Equity & Income II -1.63 0.69 0.16 2.44 11.59 10.35
George Putnam Balanced B -2.04 0.69 -0.75 4.45 10.81 10.55
Hartford Checks and Balances C -2.17 0.67 -0.44 2.74 11.95 10.47
Prudential Balanced R -1.74 0.65 -0.79 3.60 11.13 11.33
Highland Total Return C -1.33 0.65 0.19 0.60 7.75 7.84
Hartford Checks and Balances B -2.17 0.65 -0.46 2.68 11.87 10.39
George Putnam Balanced C -2.09 0.65 -0.80 4.45 10.81 10.56
Calvert Balanced C -1.80 0.64 -0.39 4.07 9.60 10.00
MFS® Total Return R1 -1.52 0.63 0.02 3.06 10.35 9.77
JHancock Balanced R6 -2.20 0.63 -0.34 2.80 12.02 ---
Centre Multi-Asset Real Return Investor -1.75 0.63 -0.21 -3.31 --- ---
MFS® Total Return C -1.51 0.62 0.03 3.10 10.35 9.78
MFS® Total Return B -1.51 0.62 0.02 3.10 10.34 9.77
Invesco Moderate Allocation R5 -1.83 0.62 -0.99 -0.75 7.75 8.96
Huntington Balanced Allocation A LW -1.29 0.62 -0.34 -0.26 6.32 7.10
Huntington Balanced Allocation A -1.29 0.62 -0.34 -0.26 6.32 7.10
Madison Moderate Allocation C -1.94 0.61 -1.10 2.01 8.42 8.41
Madison Moderate Allocation B -1.94 0.61 -1.19 1.93 8.39 8.41
MFS® Total Return 529C -1.51 0.60 0.01 3.05 10.28 9.71
MFS® Total Return 529B -1.46 0.60 0.07 3.05 10.30 9.72
Hartford Balanced C -1.89 0.60 -0.31 3.87 11.06 10.94
JHancock Balanced R5 -2.21 0.59 -0.35 2.72 11.93 11.02
JHancock Balanced I -2.18 0.57 -0.37 2.68 11.90 11.01
Invesco Moderate Allocation Y -1.86 0.57 -0.94 -0.76 7.72 8.95
QS Legg Mason Dynamic Multi-Strategy I -1.91 0.56 -0.61 1.36 --- ---
American Beacon Balanced AMR -2.24 0.56 -0.50 2.91 12.55 12.13
1789 Growth and Income C -1.87 0.51 0.35 0.43 10.50 ---
JHancock Balanced R4 -2.20 0.50 -0.40 2.52 11.73 10.77
American Funds College 2027 529C -1.78 0.50 -0.74 0.07 --- ---
QS Legg Mason Dynamic Multi-Strategy A -1.91 0.49 -0.69 1.14 10.58 ---
QS Legg Mason Dynamic Multi-Strateg A LW -1.91 0.49 -0.69 1.14 10.58 ---
Janus Balanced N -2.05 0.49 -0.81 3.94 11.67 ---
Federated MDT Balanced C -1.92 0.49 -1.15 2.50 11.43 10.35
American Funds College 2027 529B -1.77 0.49 -0.73 0.06 --- ---
Touchstone Balanced Allocation C -1.08 0.48 -0.54 -0.36 7.14 7.79
Hartford Balanced B -1.93 0.48 -0.39 3.62 10.85 10.77
Janus Balanced I -2.05 0.47 -0.79 3.87 11.60 10.80
American Funds American Balanced R6 -1.81 0.47 -0.10 4.41 12.50 13.13
SEI Defensive Strategy Allc A (SAAT) -2.17 0.46 -2.05 4.26 10.66 12.88
Janus Balanced D -2.05 0.45 -0.84 3.79 11.52 10.73
Invesco Moderate Allocation A LW -1.85 0.44 -1.00 -1.01 7.46 8.68
Invesco Moderate Allocation A -1.85 0.44 -1.00 -1.01 7.46 8.68
American Funds American Balanced R5 -1.82 0.44 -0.11 4.32 12.44 13.07
Prudential Balanced C -1.81 0.43 -0.93 3.05 10.58 10.77
American Beacon Balanced Instl -2.26 0.43 -0.56 2.64 12.24 11.84
MassMutual Premier Balanced R5 -1.95 0.42 -0.41 3.17 10.43 10.89
MassMutual Premier Balanced I -1.95 0.42 -0.41 3.31 --- ---
JHancock Balanced A Load Waived -2.20 0.42 -0.44 2.35 11.53 10.60
JHancock Balanced A -2.20 0.42 -0.44 2.35 11.53 10.60
American Funds American Balanced F2 -1.84 0.42 -0.13 4.27 12.36 13.00
Janus Aspen Balanced Instl -2.06 0.41 -0.82 3.82 11.79 11.02
Invesco Moderate Allocation S -1.90 0.41 -1.06 -0.99 7.54 8.77
Buffalo Flexible Income -1.78 0.40 -0.24 -1.33 8.12 10.82
Vanguard Wellington™ Admiral™ -1.88 0.39 -0.27 3.58 11.80 12.06
Presidential® Managed Rsk Mod I -1.81 0.39 -0.87 -1.15 --- ---
Manning & Napier Pro-Blend Extnd Term I -1.42 0.39 -0.02 -1.82 9.77 9.85
JHancock Balanced R2 -2.21 0.39 -0.45 2.28 11.61 ---
AT Income Opportunities Institutional -2.59 0.39 -1.75 2.85 --- ---
American Beacon Balanced Y -2.27 0.38 -0.59 2.55 12.12 11.70
Prudential Balanced B -1.81 0.37 -0.93 3.05 10.58 10.77
Janus Balanced T -2.08 0.37 -0.86 3.67 11.40 10.62
BlackRock Balanced Capital Instl -1.51 0.37 -0.17 5.80 12.60 11.94
Transamerica Partners Instl Balanced -1.82 0.36 -0.66 4.79 11.41 11.90
Sentinel Balanced I -1.69 0.36 -0.55 3.16 10.57 11.37
Vanguard Wellington™ Inv -1.89 0.35 -0.28 3.51 11.71 11.97
Janus Balanced A Load Waived -2.08 0.35 -0.89 3.57 11.27 10.49
Janus Balanced A -2.08 0.35 -0.89 3.57 11.27 10.49
American Funds American Balanced 529F -1.85 0.35 -0.18 4.21 12.28 12.92
Fallen Angels Income -2.35 0.34 -1.63 -0.59 9.74 9.43
American Funds American Balanced R2E -1.86 0.34 -0.15 --- --- ---
Transamerica Multi-Mgd Balanced I -1.86 0.32 -0.61 4.76 11.19 13.75
MassMutual Premier Balanced Svc -1.95 0.32 -0.40 3.05 10.29 10.73
American Funds American Balanced A LW -1.84 0.32 -0.21 4.06 12.14 12.76
American Funds American Balanced A -1.84 0.32 -0.21 4.06 12.14 12.76
Invesco Moderate Allocation R -1.92 0.31 -1.14 -1.27 7.17 8.40
State Farm Balanced -1.75 0.30 -0.20 4.18 9.07 9.12
Pacific Financial Fth & Vls Bsd Mod Inv -2.16 0.30 -0.90 -0.04 --- ---
JHancock Balanced R3 -2.25 0.30 -0.50 2.11 11.27 10.38
American Funds American Balanced R4 -1.82 0.30 -0.19 4.06 12.10 12.74
American Funds American Balanced F1 -1.85 0.30 -0.18 4.01 12.08 12.73
Presidential® Managed Rsk Mod A -1.82 0.29 -0.96 -1.40 --- ---
Pax World Balanced Instl -1.49 0.28 -0.35 3.40 10.41 10.65
Janus Balanced S -2.08 0.28 -0.92 3.43 11.13 10.34
Camelot Premium Return C -3.21 0.28 -1.49 -2.64 9.48 ---
American Funds American Balanced 529A LW -1.86 0.28 -0.19 3.98 12.04 12.68
American Funds American Balanced 529A -1.86 0.28 -0.19 3.98 12.04 12.68
American Beacon Balanced Inv -2.28 0.26 -0.64 2.29 11.86 11.45
MassMutual Premier Balanced Adm -2.02 0.25 -0.49 2.94 10.11 10.54
BlackRock Balanced Capital Inv A LW -1.56 0.25 -0.25 5.45 12.26 11.59
BlackRock Balanced Capital Inv A -1.56 0.25 -0.25 5.45 12.26 11.59
JHancock Balanced R1 -2.23 0.24 -0.53 2.00 11.14 10.27
Manning & Napier Pro-Blend Extnd Term S -1.41 0.23 -0.12 -2.08 9.49 9.56
American Beacon Balanced A Load Waived -2.29 0.23 -0.66 2.23 11.74 11.29
American Beacon Balanced A -2.29 0.23 -0.66 2.23 11.74 11.29
Sentinel Balanced A Load Waived -1.70 0.22 -0.56 2.97 10.32 11.19
Sentinel Balanced A -1.70 0.22 -0.56 2.97 10.32 11.19
Transamerica Partners Balanced -1.84 0.19 -0.71 4.43 11.01 11.50
Transamerica Multi-Mgd Balanced A LW -1.86 0.19 -0.68 4.48 10.81 13.33
Transamerica Multi-Mgd Balanced A -1.86 0.19 -0.68 4.48 10.81 13.33
American Beacon Balanced Adv -2.30 0.18 -0.69 2.15 11.71 11.28
SEI Conservative Strategy Allc A (SAAT) -2.26 0.17 -2.35 4.81 11.22 13.44
MassMutual Premier Balanced R4 -1.99 0.17 -0.51 2.85 --- ---
MassMutual Premier Balanced A LW -1.99 0.17 -0.51 2.72 9.86 10.30
MassMutual Premier Balanced A -1.99 0.17 -0.51 2.72 9.86 10.30
Pax World Balanced Individual Inv -1.50 0.16 -0.39 3.18 10.13 10.37
Nationwide Diverse Managers Instl Svc -1.66 0.16 -1.36 -0.88 --- ---
American Funds American Balanced 529E -1.85 0.15 -0.25 3.72 11.77 12.38
Janus Balanced R -2.12 0.13 -1.01 3.15 10.84 10.06
Manning & Napier Pro-Blend Extnd Term R -1.47 0.12 -0.15 -2.28 9.22 ---
American Funds American Balanced R3 -1.90 0.11 -0.30 3.68 11.75 12.39
TOROSO Newfound Tactical Allc Instl -1.77 0.10 -1.19 -2.53 --- ---
TOROSO Newfound Tactical Allc A -1.77 0.10 -1.19 -2.63 --- ---
Presidential® Managed Rsk Mod C -1.91 0.10 -1.06 -1.73 --- ---
QS Legg Mason Dynamic Multi-Strategy C -1.99 0.09 -0.84 0.31 --- ---
American Funds College 2024 529F1 -1.67 0.08 -0.84 0.82 --- ---
JHancock Balanced C -2.22 0.07 -0.62 1.63 10.77 9.83
JHancock Balanced B -2.28 0.07 -0.62 1.63 10.75 9.83
Invesco Moderate Allocation C -1.98 0.06 -1.28 -1.79 6.66 7.86
Invesco Moderate Allocation B -1.97 0.06 -1.20 -1.79 6.66 7.88
FPA Crescent -1.49 0.06 0.33 1.56 11.51 11.00
Pax World Balanced R -1.52 0.05 -0.45 2.94 9.87 10.10
LK Balanced Institutional -2.09 0.05 -1.57 -5.52 8.63 ---
BlackRock Balanced Capital R -1.61 0.04 -0.35 5.07 11.86 11.16
Manning & Napier Strategic Inc Modrt I -1.74 0.02 -0.66 0.07 --- ---
MassMutual Premier Balanced R3 -2.00 0.00 -0.59 2.56 --- ---
Ascendant Balanced I -1.34 0.00 -0.21 -1.37 8.70 ---
American Funds College 2024 529A LW -1.67 0.00 -0.84 0.57 --- ---
American Funds College 2024 529A -1.67 0.00 -0.84 0.57 --- ---
MainStay Balanced I -1.45 -0.02 -0.80 3.48 12.66 11.98
1919 Socially Responsive Balanced I -1.60 -0.03 -1.47 3.22 10.71 10.57
MainStay Balanced R1 -1.45 -0.04 -0.80 3.40 12.56 11.87
Janus Balanced C -2.13 -0.04 -1.08 2.80 10.44 9.68
Greenspring -0.08 -0.04 0.90 -4.39 7.13 6.52
American Funds American Balanced R2 -1.91 -0.04 -0.35 3.32 11.31 11.93
American Funds American Balanced B -1.88 -0.05 -0.37 3.32 11.31 11.93
Manning & Napier Pro-Blend Extnd Term C -1.37 -0.06 -0.25 -2.77 8.70 8.75
American Funds American Balanced C -1.88 -0.07 -0.37 3.27 11.25 11.88
American Funds College 2024 529E -1.67 -0.09 -0.84 0.34 --- ---
Perkins Value Plus Income I -1.83 -0.10 -0.92 2.47 9.66 ---
Manning & Napier Strategic Inc Modrt S -1.71 -0.10 -0.72 -0.16 --- ---
MainStay Balanced A Load Waived -1.45 -0.11 -0.86 3.23 12.38 11.70
MainStay Balanced A -1.45 -0.11 -0.86 3.23 12.38 11.70
American Funds Income Fund of Amer R6 -2.66 -0.11 -1.13 1.44 11.01 12.09
American Funds American Balanced R1 -1.93 -0.11 -0.41 3.23 11.25 11.89
American Funds American Balanced 529C -1.93 -0.11 -0.42 3.14 11.17 11.79
American Funds American Balanced 529B -1.91 -0.11 -0.40 3.18 11.16 11.79
Victory Balanced I -1.27 -0.13 -0.19 3.37 11.84 11.11
American Funds Income Fund of Amer R5 -2.63 -0.13 -1.14 1.39 10.96 12.05
BlackRock Balanced Capital Inv C -1.63 -0.14 -0.46 4.65 11.40 10.72
Ascendant Balanced A Load Waived -1.34 -0.14 -0.29 -1.56 8.45 ---
Ascendant Balanced A -1.34 -0.14 -0.29 -1.56 8.45 ---
American Beacon Balanced C -2.35 -0.14 -0.85 1.47 10.91 ---
Transamerica Multi-Mgd Balanced C -1.93 -0.16 -0.86 3.77 10.10 12.65
MainStay Balanced R2 -1.48 -0.16 -0.89 3.12 12.26 11.58
1919 Socially Responsive Balanced A LW -1.66 -0.16 -1.54 2.94 10.39 10.23
1919 Socially Responsive Balanced A -1.66 -0.16 -1.54 2.94 10.39 10.23
Sentinel Balanced C -1.78 -0.17 -0.80 2.16 9.47 10.31
Perkins Value Plus Income A Load Waived -1.83 -0.17 -0.87 2.33 9.40 ---
Perkins Value Plus Income A -1.83 -0.17 -0.87 2.33 9.40 ---
MainStay Balanced Inv -1.48 -0.17 -0.90 3.09 12.19 11.50
American Funds Income Fund of Amer 529F1 -2.65 -0.18 -1.16 1.25 10.83 11.91
Perkins Value Plus Income D -1.83 -0.21 -0.92 2.39 9.54 ---
American Funds Income Fund of Amer F2 -2.69 -0.21 -1.20 1.30 10.86 11.97
WesMark Balanced -2.14 -0.25 -0.52 1.60 7.97 9.89
Victory Balanced A Load Waived -1.29 -0.25 -0.26 3.12 11.57 10.68
Victory Balanced A -1.29 -0.25 -0.26 3.12 11.57 10.68
Perkins Value Plus Income T -1.91 -0.25 -0.95 2.27 9.48 ---
Even Keel Multi-Asset Managed Risk I -1.91 -0.25 -0.84 -1.24 6.80 ---
American Funds Income Fund of Amer A LW -2.68 -0.25 -1.19 1.12 10.68 11.77
American Funds Income Fund of Amer A -2.68 -0.25 -1.19 1.12 10.68 11.77
American Century Balanced Instl -1.91 -0.25 -0.35 3.84 10.51 11.50
American Funds Income Fund of Amer R4 -2.66 -0.28 -1.22 1.09 10.63 11.70
American Funds Income Fund of Amer F1 -2.70 -0.28 -1.26 1.04 10.61 11.69
MainStay Balanced R3 -1.51 -0.30 -0.97 2.84 11.99 11.31
BlackRock Balanced Capital Inv B -1.65 -0.30 -0.51 4.34 11.13 10.47
American Funds Income Fund of Amer 529A -2.71 -0.30 -1.22 1.02 10.58 11.67
American Funds Income Fund of Amer 52 LW -2.71 -0.30 -1.22 1.02 10.58 11.67
Transamerica Multi-Mgd Balanced B -1.99 -0.32 -0.93 3.45 9.81 12.35
American Century Balanced Inv -1.90 -0.33 -0.45 3.63 10.29 11.27
Even Keel Multi-Asset Managed Risk A LW -1.90 -0.34 -0.84 --- --- ---
Even Keel Multi-Asset Managed Risk A -1.90 -0.34 -0.84 --- --- ---
Delaware Dividend Income Instl -2.82 -0.34 -1.49 0.83 11.27 11.73
American Funds College 2024 529B -1.76 -0.34 -1.02 -0.17 --- ---
Perkins Value Plus Income S -1.91 -0.35 -1.01 2.09 9.25 ---
American Funds Income Fund of Amer 529E -2.68 -0.37 -1.28 0.83 10.32 11.39
Victory Balanced R -1.32 -0.39 -0.33 2.76 11.25 10.32
Franklin Balanced Adv -2.51 -0.39 -1.30 -0.20 9.10 10.93
Delaware Dividend Income A Load Waived -2.84 -0.39 -1.55 0.58 10.99 11.45
Delaware Dividend Income A -2.84 -0.39 -1.55 0.58 10.99 11.45
TOROSO Newfound Tactical Allc C -1.88 -0.40 -1.49 -3.47 --- ---
Outfitter -1.61 -0.41 -1.29 0.54 8.12 ---
Franklin Balanced R6 -2.50 -0.42 -1.37 -0.01 --- ---
American Funds Income Fund of Amer R3 -2.69 -0.43 -1.29 0.79 10.29 11.36
American Funds College 2024 529C -1.77 -0.43 -1.10 -0.20 --- ---
Hennessy Equity and Income Institutional -1.84 -0.47 -0.66 4.54 9.49 11.80
American Funds Income Fund of Amer R2E -2.71 -0.47 -1.32 --- --- ---
1919 Socially Responsive Balanced C -1.69 -0.48 -1.74 2.21 9.63 9.47
RiverNorth Core Opportunity I -3.24 -0.50 -2.05 --- --- ---
Even Keel Multi-Asset Managed Risk F -1.99 -0.51 -1.01 --- --- ---
Delaware Dividend Income R -2.86 -0.51 -1.61 0.34 10.72 11.18
Ascendant Balanced C -1.44 -0.51 -0.44 -2.36 7.57 ---
Franklin Balanced A Load Waived -2.54 -0.54 -1.38 -0.50 8.79 10.59
Franklin Balanced A -2.54 -0.54 -1.38 -0.50 8.79 10.59
RiverNorth Core Opportunity R -3.29 -0.55 -2.10 -1.43 9.12 10.08
1919 Socially Responsive Balanced B -1.68 -0.55 -1.73 2.01 9.24 9.08
MainStay Balanced C -1.55 -0.56 -1.11 2.29 11.36 10.66
MainStay Balanced B -1.55 -0.56 -1.08 2.28 11.36 10.67
VALIC Company I Dynamic Allocation -2.41 -0.59 -1.43 -0.22 --- ---
Even Keel Multi-Asset Managed Risk C -1.91 -0.59 -1.01 --- --- ---
American Funds Income Fund of Amer B -2.72 -0.62 -1.36 0.39 9.87 10.93
American Funds Income Fund of Amer R2 -2.76 -0.63 -1.40 0.34 9.81 10.89
Victory Balanced C -1.37 -0.65 -0.44 2.38 10.78 9.87
Perkins Value Plus Income C -2.00 -0.65 -1.15 1.49 8.57 ---
Hennessy Equity and Income Investor -1.86 -0.65 -0.77 4.20 9.19 11.51
American Funds Income Fund of Amer R1 -2.72 -0.65 -1.41 0.31 9.81 10.87
American Funds Income Fund of Amer C -2.77 -0.65 -1.40 0.33 9.81 10.89
Westwood Income Opportunity Instl -1.62 -0.66 -0.73 1.07 8.50 9.59
American Funds Income Fund of Amer 529C -2.77 -0.68 -1.41 0.25 9.73 10.81
American Funds Income Fund of Amer 529B -2.74 -0.68 -1.43 0.26 9.72 10.79
Delaware Dividend Income C -2.89 -0.75 -1.73 -0.17 10.19 10.63
Westwood Income Opportunity A LW -1.62 -0.78 -0.78 0.82 8.22 9.31
Westwood Income Opportunity A -1.62 -0.78 -0.78 0.82 8.22 9.31
Hennessy Balanced Investor -1.68 -0.84 -0.28 -0.22 4.30 7.06
VY Franklin Income I -2.91 -0.87 -0.96 -4.58 8.45 9.42
Franklin Balanced C -2.62 -0.89 -1.56 -1.12 8.03 9.83
Mairs & Power Balanced Inv -1.95 -0.93 -1.18 1.07 11.27 11.96
VY Franklin Income S -2.85 -0.97 -1.06 -4.83 8.18 9.16
VY Franklin Income S2 -2.86 -1.06 -1.06 -4.98 8.02 8.99
Disciplined Growth Investors -1.68 -1.13 -2.26 7.63 13.32 ---
CornerCap Balanced -1.42 -1.16 -0.07 1.59 11.51 9.64
VY Franklin Income A -2.85 -1.18 -1.09 -5.13 7.81 8.78
AllianzGI Multi-Asset Real Return Inst -2.28 -1.19 -2.55 -13.01 --- ---
AllianzGI Multi-Asset Real Return P -2.28 -1.26 -2.61 -13.08 --- ---
AllianzGI Multi-Asset Real Return D -2.28 -1.26 -2.61 -13.19 --- ---
AllianzGI Multi-Asset Real Return A LW -2.29 -1.26 -2.63 -13.21 --- ---
AllianzGI Multi-Asset Real Return A -2.29 -1.26 -2.63 -13.21 --- ---
Timothy Plan Defensive Strategies I -2.30 -1.34 -2.56 -6.40 --- ---
Timothy Plan Defensive Strategies A LW -2.30 -1.34 -2.56 -6.53 -0.76 3.89
Timothy Plan Defensive Strategies A -2.30 -1.34 -2.56 -6.53 -0.76 3.89
Sextant Core -2.42 -1.47 -2.18 -1.73 5.91 6.92
Madison Diversified Income A LW -2.08 -1.54 -1.52 0.49 7.72 9.14
Madison Diversified Income A -2.08 -1.54 -1.52 0.49 7.72 9.14
Prudential Real Assets Z -2.49 -1.59 -2.37 -7.50 2.14 ---
Advance Capital I Balanced Instl -2.74 -1.60 -1.73 -0.39 8.92 10.09
AllianzGI Multi-Asset Real Return C -2.38 -1.62 -2.79 -13.86 --- ---
Prudential Real Assets A Load Waived -2.49 -1.69 -2.47 -7.76 1.86 ---
Prudential Real Assets A -2.49 -1.69 -2.47 -7.76 1.86 ---
Timothy Plan Defensive Strategies C -2.36 -1.74 -2.71 -7.28 -1.53 3.14
Advance Capital I Balanced Retail -2.75 -1.77 -1.78 -0.64 8.60 9.81
Madison Diversified Income C -2.14 -1.88 -1.69 -0.24 --- ---
Madison Diversified Income B -2.14 -1.94 -1.76 -0.24 6.90 8.31
Prudential Real Assets C -2.50 -1.99 -2.58 -8.33 1.11 ---
Prudential Real Assets B -2.60 -2.00 -2.68 -8.42 1.11 ---
Natixis Diversified Income Y -2.75 -2.20 -3.78 0.99 --- ---
Natixis Diversified Income A LW -2.76 -2.31 -3.89 0.73 6.98 9.57
Natixis Diversified Income A -2.76 -2.31 -3.89 0.73 6.98 9.57
Natixis Diversified Income C -2.83 -2.63 -4.01 0.03 6.19 8.76
SMI Conservative Allocation -2.45 -3.02 -4.97 -2.96 8.43 ---
Roumell Opportunistic Value Instl -1.07 -3.83 -0.48 -11.21 2.45 ---
Roumell Opportunistic Value A LW -1.20 -4.08 -0.60 -11.45 2.20 ---
Roumell Opportunistic Value A -1.20 -4.08 -0.60 -11.45 2.20 ---
Roumell Opportunistic Value C -1.25 -4.45 -0.84 -12.07 --- ---
Catalyst/SMH Total Return Income I -6.06 -6.37 -6.02 -19.95 --- ---
Catalyst/SMH Total Return Income A LW -6.07 -6.48 -6.09 -20.12 -0.48 1.91
Catalyst/SMH Total Return Income A -6.07 -6.48 -6.09 -20.12 -0.48 1.91
Catalyst/SMH Total Return Income C -6.13 -6.82 -6.14 -20.59 -1.22 1.18
Transamerica Multi-Managed Balanced R6 -1.83 --- --- --- --- ---
QS Legg Mason Dynamic Multi-Strategy R --- --- --- --- --- ---
Prudential Real Assets Q -2.49 --- -2.37 --- --- ---
PNC Balanced Allocation T -1.09 --- --- --- --- ---
JHancock Lifestyle Balanced I -1.68 --- --- --- --- ---
Hartford Balanced I -1.85 --- --- --- --- ---
Great-West SecureFoundation® Bal Instl -1.39 --- --- --- --- ---
Great-West Moderate Profile II Instl -1.67 --- --- --- --- ---
American Century One Choice Mod R -1.82 --- -0.48 --- --- ---
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