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Data through 10/17/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 1.42 10.39 2.84 13.16 6.59 7.49
Plumb Balanced 2.31 18.39 2.66 21.15 9.53 10.35
Virtus Tactical Allocation A 1.07 17.31 3.71 15.96 5.88 6.71
Virtus Strategic Allocation A 1.15 17.24 3.68 15.33 5.59 6.25
Virtus Tactical Allocation C 1.05 16.66 3.51 15.26 5.11 5.91
Virtus Strategic Allocation C 1.03 16.47 3.44 14.46 4.78 5.44
Catalyst/SMH Total Return Income I 3.43 15.86 4.32 23.39 1.86 ---
Catalyst/SMH Total Return Income A 3.40 15.60 4.23 23.02 1.66 2.50
VALIC Company I Dynamic Allocation 2.38 15.59 4.08 18.15 6.40 ---
T. Rowe Price Balanced I 1.54 15.46 3.68 17.32 --- ---
T. Rowe Price Balanced 1.54 15.32 3.64 17.18 8.79 9.27
Fidelity Asset Manager® 70% 1.48 15.20 3.91 17.41 8.73 9.30
Fidelity Advisor Asset Manager® 70% I 1.48 15.14 3.91 17.33 8.69 9.27
Columbia Capital Allocation Mod Agrsv Y 1.48 15.12 4.00 17.56 9.22 ---
Columbia Capital Allocation Mod Agrsv R5 1.44 15.11 3.99 17.49 9.19 ---
Vanguard STAR Inv 1.77 15.10 3.76 16.52 8.70 9.35
Columbia Capital Allocation Mod Agrsv Z 1.52 15.10 4.01 17.47 9.11 9.05
RiverNorth Core Opportunity I 2.13 15.08 3.89 18.62 8.15 ---
Columbia Capital Allocation Mod Agrsv R4 1.50 15.04 3.97 17.39 9.08 ---
Catalyst/SMH Total Return Income C 3.57 14.99 4.28 22.46 0.91 1.74
T. Rowe Price Personal Strat Bal I 1.44 14.96 3.77 16.59 --- ---
Columbia Capital Allocation Mod Agrsv K 1.48 14.92 3.90 17.15 8.91 ---
Fidelity Advisor Asset Manager® 70% A 1.44 14.90 3.83 17.00 8.39 8.96
RiverNorth Core Opportunity R 2.14 14.86 3.82 18.42 7.90 8.15
Columbia Capital Allocation Mod Agrsv V 1.45 14.86 3.94 17.15 8.84 8.74
Columbia Capital Allocation Mod Agrsv A 1.45 14.86 3.94 17.15 8.85 8.76
T. Rowe Price Personal Strat Bal 1.44 14.82 3.73 16.45 8.60 9.01
Fidelity® Puritan® K 1.69 14.76 4.08 16.49 9.42 10.25
Fidelity® Puritan® 1.71 14.72 4.10 16.37 9.32 10.14
Savos Dynamic Hedging 2.41 14.69 4.36 18.11 --- ---
Fidelity Advisor Asset Manager® 70% M 1.40 14.68 3.78 16.73 8.12 8.68
Columbia Capital Allocation Mod Agrsv R 1.47 14.66 3.87 16.88 8.59 8.50
JPMorgan Diversified L 1.61 14.61 3.86 16.76 8.38 9.10
Virtus Herzfeld I 1.95 14.55 3.39 17.82 8.78 8.27
Roumell Opportunistic Value Instl -0.11 14.52 -0.11 20.58 3.65 3.24
JPMorgan Diversified I 1.60 14.37 3.79 16.44 8.13 8.84
Virtus Herzfeld A 1.96 14.33 3.41 17.62 8.54 8.00
Manning & Napier Pro-Blend Extnd Term I 0.78 14.22 3.09 12.01 5.57 6.98
Fidelity Advisor Asset Manager® 70% C 1.36 14.22 3.62 16.12 7.58 8.15
Roumell Opportunistic Value A -0.11 14.20 -0.22 20.18 3.42 2.99
JPMorgan Diversified A 1.61 14.17 3.75 16.18 7.88 8.58
TIAA-CREF Lifestyle Moderate Instl 1.47 14.09 3.78 15.43 8.50 8.66
TIAA-CREF Managed Allc Inst 1.53 14.08 3.80 15.63 8.63 8.74
Columbia Capital Allocation Mod Agrsv C 1.39 14.06 3.70 16.20 7.99 7.95
Sit Balanced 1.67 14.05 3.22 15.89 9.09 9.33
TIAA-CREF Lifestyle Moderate Advisor 1.44 14.03 3.68 15.35 --- ---
Manning & Napier Pro-Blend Extnd Term S 0.77 14.03 3.05 11.70 5.31 6.73
TIAA-CREF Lifestyle Moderate Premier 1.49 13.93 3.72 15.23 8.36 8.52
American Funds Balanced Portfolio R6 1.27 13.91 3.31 15.27 8.60 9.26
TIAA-CREF Lifestyle Moderate Retirement 1.41 13.89 3.64 15.16 8.24 8.39
American Funds Balanced Portfolio R5 1.26 13.88 3.30 15.22 8.55 9.21
TIAA-CREF Lifestyle Moderate Retail 1.48 13.87 3.72 15.14 8.22 8.36
Manning & Napier Pro-Blend Extnd Term R 0.77 13.87 3.04 11.45 5.04 6.47
American Funds Balanced Portfolio F2 1.31 13.84 3.35 15.16 8.53 9.17
Janus Henderson Balanced N 1.75 13.83 3.80 18.57 8.16 9.30
Fidelity Advisor® Balanced Z 1.66 13.82 3.67 16.60 9.27 ---
Fidelity® Balanced K 1.62 13.81 3.65 16.46 9.24 10.16
American Funds Balanced Portfolio R5E 1.30 13.81 3.34 15.12 --- ---
TIAA-CREF Managed Allc R 1.47 13.79 3.66 15.27 8.34 8.46
American Funds Balanced Portfolio 529F1 1.23 13.79 3.27 15.09 8.42 9.08
Janus Henderson Balanced I 1.73 13.76 3.78 18.47 8.06 9.22
Fidelity® Balanced 1.60 13.74 3.59 16.36 9.12 10.06
TIAA-CREF Managed Allc Retail 1.46 13.73 3.65 15.30 8.33 8.46
Fidelity Advisor® Balanced I 1.63 13.71 3.59 16.45 9.13 9.99
Janus Henderson VIT Balanced Instl 1.67 13.70 3.68 18.39 8.03 9.26
Virtus Herzfeld C 1.86 13.69 3.15 16.67 7.73 7.20
JPMorgan Diversified C 1.54 13.69 3.63 15.56 7.32 8.01
Janus Henderson Balanced D 1.72 13.68 3.73 18.36 7.98 9.13
American Funds Balanced Portfolio A 1.26 13.68 3.23 14.94 8.28 8.93
InvestEd Balanced 1.33 13.66 3.64 14.32 7.05 7.87
American Funds Balanced Portfolio F1 1.25 13.64 3.22 14.86 8.23 8.88
Janus Henderson Balanced T 1.73 13.61 3.74 18.27 7.89 9.04
American Funds Balanced Portfolio R4 1.19 13.60 3.24 14.87 8.24 8.89
Transamerica Asset Allocation Mod Gr I 1.48 13.56 3.45 15.86 8.54 9.11
American Funds Balanced Portfolio 529A 1.18 13.55 3.22 14.77 8.17 8.85
Nuveen Strategy Growth Allocation I 1.61 13.54 3.52 16.28 7.91 8.61
Janus Henderson Balanced A 1.69 13.48 3.68 18.09 7.76 8.91
Fidelity Advisor® Balanced A 1.59 13.48 3.54 16.12 8.85 9.71
American Funds Balanced Portfolio 529E 1.25 13.43 3.16 14.59 7.93 8.58
Roumell Opportunistic Value C -0.27 13.42 -0.40 19.22 2.65 ---
Fidelity Asset Manager® 60% 1.20 13.41 3.45 14.89 7.85 8.31
Fidelity Advisor Asset Manager® 60% I 1.29 13.40 3.53 14.96 7.84 8.29
Janus Henderson Balanced S 1.70 13.36 3.66 17.98 7.62 8.76
Manning & Napier Pro-Blend Extnd Term R2 0.73 13.32 2.88 10.83 4.53 5.93
American Funds Balanced Portfolio R3 1.19 13.31 3.16 14.54 7.91 8.55
Transamerica Asset Allocation Mod Gr A 1.41 13.30 3.30 15.48 8.24 8.82
Nuveen Strategy Growth Allocation A 1.62 13.24 3.46 16.10 7.67 8.33
American Funds Balanced Portfolio R2E 1.18 13.23 3.08 14.37 8.00 ---
Fidelity Advisor® Balanced M 1.60 13.22 3.48 15.81 8.58 9.45
BNY Mellon Asset Allocation M 1.93 13.19 3.71 16.55 7.48 7.82
Janus Henderson Balanced R 1.69 13.17 3.59 17.68 7.35 8.49
Franklin Moderate Allocation Advisor 1.47 13.15 3.10 14.72 6.77 7.13
Nuveen Strategy Growth Allocation R3 1.65 13.08 3.35 15.77 7.39 8.06
Fidelity Advisor Asset Manager® 60% A 1.21 13.07 3.38 14.58 7.50 7.98
Transamerica Asset Allocation Mod Gr R 1.42 13.02 3.24 15.19 7.97 8.56
Franklin Moderate Allocation A 1.41 12.97 3.05 14.40 6.50 6.85
Fidelity Advisor Asset Manager® 60% M 1.22 12.95 3.31 14.29 7.24 7.71
American Funds Balanced Portfolio R2 1.16 12.93 3.06 14.10 7.42 8.06
American Funds Balanced Portfolio R1 1.14 12.93 3.04 14.02 7.43 8.08
American Funds Balanced Portfolio 529C 1.20 12.93 3.04 13.98 7.34 7.99
American Funds Balanced Portfolio C 1.15 12.92 3.06 14.00 7.43 8.10
Janus Henderson Balanced C 1.66 12.88 3.53 17.37 7.03 8.14
BNY Mellon Asset Allocation Inv 1.90 12.88 3.70 16.36 7.24 7.56
Fidelity Advisor® Balanced C 1.54 12.83 3.36 15.25 8.02 8.89
JHancock Multimanager Lifestyle Bal 5 1.39 12.80 3.16 14.90 7.35 7.88
Wells Fargo Growth Balanced Admin 1.82 12.78 3.35 15.34 8.54 9.79
VY® T. Rowe Price Capital Apprec R6 0.89 12.78 2.36 14.99 --- ---
T. Rowe Price Capital Appreciation I 0.92 12.78 2.39 15.02 --- ---
JHancock Multimanager Lifestyle Bal R5 1.37 12.75 3.13 14.90 7.28 7.79
VY® T. Rowe Price Capital Apprec I 0.92 12.74 2.36 14.95 11.26 12.30
JHancock Multimanager Lifestyle Bal R6 1.33 12.73 3.10 14.83 7.33 7.85
Franklin Moderate Allocation R 1.42 12.73 3.00 14.21 6.24 6.58
PNC Balanced Allocation I 1.86 12.72 3.77 13.69 7.16 7.70
Nuveen Strategy Growth Allocation C 1.67 12.71 3.32 15.26 6.87 7.54
JHancock Multimanager Lifestyle Bal I 1.37 12.71 3.13 14.78 --- ---
JHancock Multimanager Lifestyle Bal 1 1.38 12.69 3.15 14.85 7.30 7.83
AMG Managers Montag & Caldwell Balancd I 0.89 12.69 2.48 11.29 6.82 6.92
American Century Strat Allc: Mod R6 1.38 12.69 3.21 14.34 7.77 ---
Transamerica Asset Allocation Mod Gr C 1.42 12.68 3.17 14.72 7.48 8.05
T. Rowe Price Capital Appreciation 0.89 12.68 2.32 14.88 11.18 12.19
Oppenheimer Moderate Inv Y 1.32 12.67 2.85 13.73 6.97 7.46
JHFunds2 Capital Appreciation Value NAV 0.89 12.67 2.38 14.76 11.08 12.08
EValuator Moderate RMS Service 1.92 12.67 3.83 15.42 --- ---
American Century One Choice Mod Inv 1.43 12.64 3.28 14.29 7.60 8.04
George Putnam Balanced R6 1.65 12.60 3.38 15.60 8.90 ---
Wells Fargo Growth Balanced A 1.83 12.57 3.29 15.08 8.28 9.51
UBS US Allocation P 1.72 12.56 2.63 15.26 8.99 10.16
American Century Strat Allc: Mod I 1.48 12.55 3.31 14.15 7.60 7.95
VY® T. Rowe Price Capital Apprec S 0.89 12.54 2.33 14.68 10.98 12.02
JHancock Multimanager Lifestyle Bal R4 1.32 12.54 3.02 14.62 7.06 7.57
Prudential Moderate Allocation Z 1.52 12.53 3.57 16.04 7.37 7.86
AMG Managers Montag & Caldwell Balancd N 0.86 12.53 2.44 11.19 6.71 6.81
PNC Balanced Allocation A 1.85 12.51 3.75 13.39 6.89 7.43
George Putnam Balanced R5 1.60 12.51 3.34 15.47 8.79 ---
Elfun Diversified 1.46 12.51 3.39 13.74 6.98 7.56
Transamerica Asset Allocation Mod Gr B 1.39 12.50 3.11 14.50 7.36 7.94
Calvert Moderate Allocation I 1.56 12.48 3.16 15.99 --- ---
PNC Balanced Allocation T 1.83 12.45 3.63 13.40 --- ---
George Putnam Balanced Y 1.60 12.44 3.29 15.40 8.76 9.41
Fidelity Advisor Asset Manager® 60% C 1.15 12.43 3.19 13.68 6.69 7.15
State Street Instl Strategic Invmt Inv 1.63 12.41 3.22 13.46 6.99 7.57
1919 Socially Responsive Balanced I 1.67 12.41 4.34 16.04 7.34 8.25
Wilmington Diversified Income I 1.07 12.40 2.99 13.74 6.57 6.36
MassMutual Premier Balanced I 2.01 12.40 3.68 16.69 8.30 ---
JHancock Multimanager Lifestyle Bal A 1.28 12.39 2.98 14.43 6.90 7.41
American Century Strat Allc: Mod Inv 1.43 12.39 3.26 13.92 7.38 7.73
VY® T. Rowe Price Capital Apprec S2 0.86 12.38 2.23 14.49 10.81 11.84
Prudential Moderate Allocation A 1.59 12.38 3.58 15.87 7.13 7.60
T. Rowe Price Capital Appreciation Adv 0.87 12.37 2.24 14.51 10.85 11.85
EValuator Moderate RMS R4 1.93 12.37 3.75 15.04 --- ---
Oppenheimer Moderate Inv A 1.33 12.36 2.78 13.45 6.70 7.20
Calvert Moderate Allocation Y 1.56 12.36 3.11 15.85 --- ---
Principal SAM Balanced Inst 1.56 12.35 3.62 14.27 7.69 8.33
Wells Fargo WealthBuilder Gr Bal C 1.70 12.33 3.03 14.53 6.97 7.22
UBS US Allocation A 1.69 12.31 2.57 14.96 8.70 9.86
JHancock Multimanager Lifestyle Bal R2 1.33 12.30 3.03 14.32 6.79 7.31
MFS® Moderate Allocation I 1.32 12.29 2.80 12.65 7.20 7.49
MFS® Moderate Allocation R4 1.34 12.27 2.78 12.71 7.19 7.48
Franklin Moderate Allocation C 1.39 12.27 2.82 13.62 5.72 6.05
Vanguard LifeStrategy Moderate Gr Inv 1.44 12.23 3.35 13.84 7.67 8.11
Principal SAM Balanced J 1.55 12.22 3.57 14.04 7.48 8.06
George Putnam Balanced A 1.61 12.22 3.24 15.10 8.50 9.15
American Century Strat Allc: Mod A 1.37 12.22 3.21 13.68 7.10 7.46
Wilmington Diversified Income A 1.01 12.21 2.93 13.47 6.29 6.06
VY® T. Rowe Price Capital Apprec A 0.85 12.21 2.19 14.26 10.59 11.63
USAA Cornerstone Moderately Agrsv 1.26 12.21 3.10 12.95 5.07 5.70
MassMutual Premier Balanced R5 1.93 12.21 3.59 16.48 8.16 8.77
Putnam Dynamic Asset Allocation Bal R6 1.95 12.18 3.77 15.99 8.71 9.70
Sextant Core 1.83 12.17 4.06 12.65 4.68 5.48
MassMutual Premier Balanced Svc 1.92 12.17 3.59 16.26 8.04 8.64
1919 Socially Responsive Balanced A 1.66 12.17 4.32 15.78 7.06 7.98
Voya Retirement Moderate Growth Port I 1.64 12.16 3.33 14.41 7.42 8.01
State Street Instl Strategic Invmt Svc 1.64 12.16 3.17 13.21 6.72 7.30
Prudential Moderate Allocation R 1.53 12.15 3.46 15.53 6.78 7.26
Principal SAM Balanced R5 1.56 12.15 3.55 13.94 7.43 8.05
Oppenheimer Moderate Inv R 1.26 12.15 2.72 13.08 6.43 6.93
American Century One Choice Mod R 1.31 12.15 3.09 13.65 --- ---
JHancock Multimanager Lifestyle Bal R3 1.29 12.13 2.99 14.11 6.64 7.13
Calvert Moderate Allocation A 1.51 12.13 3.06 15.52 8.04 8.55
AMG Chicago Equity Partners Balanced Z 2.00 12.13 3.15 14.46 8.37 9.03
Value Line Asset Allocation Instl 1.64 12.09 2.42 13.46 --- ---
MFS® Moderate Allocation R3 1.34 12.09 2.80 12.45 6.94 7.22
Schwab Balanced 1.57 12.08 2.92 14.77 8.30 8.81
JHancock Multimanager Lifestyle Bal R1 1.33 12.08 2.97 14.03 6.52 7.02
Putnam Dynamic Asset Allocation Bal R5 1.93 12.07 3.75 15.84 8.60 9.58
MFS® Moderate Allocation A 1.33 12.06 2.77 12.41 6.94 7.23
Sentinel Balanced I 1.82 12.05 3.31 15.38 8.52 8.94
Principal SAM Balanced R4 1.53 12.05 3.52 13.79 7.29 7.92
Principal SAM Balanced A 1.52 12.04 3.48 13.83 7.31 7.97
Putnam Dynamic Asset Allocation Bal Y 1.93 12.02 3.75 15.88 8.59 9.58
MFS® Moderate Allocation 529A 1.33 12.02 2.72 12.37 6.89 7.18
BMO Balanced Allocation R6 1.54 12.00 3.13 14.46 7.14 ---
MassMutual Premier Balanced Adm 1.93 11.99 3.50 16.20 7.93 8.51
AMG Chicago Equity Partners Balanced I 1.97 11.98 3.12 14.27 8.29 ---
Sterling Capital Strategic Allc Bal I 1.44 11.97 3.35 14.08 6.77 7.37
George Putnam Balanced R 1.56 11.97 3.19 14.80 8.23 8.87
American Century Strat Allc: Mod R 1.45 11.95 3.16 13.32 6.86 7.20
Voya Solution Balanced Port R6 1.50 11.93 3.04 14.74 --- ---
PNC Balanced Allocation C 1.78 11.93 3.56 12.64 6.16 6.68
MassMutual Premier Balanced R4 1.91 11.93 3.54 16.08 7.78 ---
BlackRock Balanced Capital Instl 1.74 11.92 3.53 16.96 9.42 10.05
Value Line Asset Allocation Investor 1.65 11.91 2.36 13.18 8.51 9.36
BMO Balanced Allocation I 1.54 11.89 3.02 14.29 7.00 ---
BlackRock 60/40 Target Allocation K 1.67 11.89 3.41 14.26 --- ---
Wells Fargo Growth Balanced C 1.73 11.88 3.06 14.19 7.46 8.69
MFS® Moderate Allocation R2 1.30 11.86 2.65 12.14 6.66 6.96
MassMutual Premier Balanced A 1.90 11.86 3.52 15.85 7.66 8.26
Principal SAM Balanced R3 1.49 11.85 3.42 13.59 7.06 7.70
MainStay Moderate Allocation I 1.71 11.82 3.25 14.66 7.02 8.15
AMG Chicago Equity Partners Balanced N 1.89 11.82 3.05 14.08 8.09 8.74
Voya Solution Balanced Port I 1.50 11.81 3.04 14.61 7.70 8.11
George Putnam Balanced M 1.58 11.81 3.16 14.59 7.97 8.60
Alger Balanced I-2 1.60 11.81 2.82 16.32 9.22 9.04
Sentinel Balanced A 1.78 11.80 3.27 15.14 8.27 8.68
BlackRock 60/40 Target Allocation Instl 1.60 11.80 3.41 14.15 8.27 9.42
Voya Retirement Moderate Growth Port A 1.54 11.78 3.22 13.92 6.99 7.59
Sterling Capital Strategic Allc Bal A 1.47 11.76 3.31 13.81 6.52 7.10
Putnam Dynamic Asset Allocation Bal A 1.87 11.76 3.69 15.55 8.29 9.30
Oppenheimer Moderate Inv C 1.19 11.76 2.59 12.54 5.91 6.38
Centaur Total Return 2.46 11.75 4.89 16.98 8.11 9.35
JHancock Multimanager Lifestyle Bal C 1.23 11.74 2.80 13.57 6.14 6.65
JHancock Multimanager Lifestyle Bal B 1.30 11.74 2.86 13.65 6.16 6.64
American Funds American Balanced R6 1.26 11.74 3.33 14.98 9.62 10.59
AIG Active Allocation A 1.77 11.74 3.69 14.59 7.27 7.82
Hartford Checks and Balances R5 1.59 11.73 2.68 15.33 8.39 10.12
Voya Solution Balanced Port S 1.53 11.72 3.07 14.46 7.41 7.86
Prudential Moderate Allocation C 1.54 11.71 3.41 14.97 6.32 6.79
Oppenheimer Moderate Inv B 1.26 11.69 2.56 12.55 5.87 6.37
MassMutual Premier Balanced R3 1.92 11.69 3.47 15.79 7.54 ---
Fidelity Managed Retirement 2025 1.18 11.69 3.07 14.19 7.79 8.62
Fidelity Advisor Managed Retiremt 2025 I 1.18 11.69 3.07 14.18 7.79 8.62
Eventide Multi-Asset Income I 0.67 11.69 2.26 11.88 --- ---
American Funds American Balanced R5 1.26 11.69 3.31 14.95 9.57 10.54
SA Worldwide Moderate Growth 1.90 11.68 3.49 17.00 --- ---
Delaware Foundation Moderate Allc I 1.43 11.68 3.41 13.40 6.45 7.04
BlackRock Balanced Capital Inv A 1.70 11.67 3.44 16.65 9.11 9.73
UBS US Allocation C 1.65 11.66 2.39 14.11 7.89 9.03
American Funds American Balanced F2 1.26 11.66 3.34 14.87 9.52 10.48
Principal SAM Balanced R2 1.44 11.65 3.37 13.36 6.86 7.51
MainStay Moderate Allocation A 1.72 11.65 3.20 14.40 6.75 7.88
BMO Balanced Allocation Y 1.54 11.65 3.03 14.06 6.73 ---
American Funds American Balanced R5E 1.27 11.64 3.32 14.86 --- ---
Prudential Moderate Allocation B 1.47 11.63 3.34 14.97 6.32 6.79
American Funds American Balanced 529F 1.27 11.62 3.30 14.82 9.44 10.41
Hartford Balanced Y 1.70 11.60 2.61 13.81 8.23 9.29
Hartford Balanced R5 1.64 11.60 2.56 13.74 8.16 9.24
George Putnam Balanced B 1.52 11.60 3.07 14.29 7.68 8.33
Voya Solution Balanced Port S2 1.54 11.59 2.94 14.21 7.25 7.69
Putnam Dynamic Asset Allocation Bal R 1.83 11.59 3.59 15.26 8.03 9.03
Hartford Balanced HLS IA 1.70 11.57 2.70 13.35 8.13 9.34
George Putnam Balanced C 1.51 11.57 3.06 14.25 7.69 8.32
American Century Strat Allc: Mod C 1.33 11.57 2.90 12.79 6.30 6.68
Voya Balanced Port I 1.50 11.56 2.66 14.79 7.27 7.97
Pioneer Classic Balanced K 1.84 11.56 3.53 14.87 --- ---
Madison Moderate Allocation A 1.42 11.55 3.22 13.60 7.13 7.54
Eventide Multi-Asset Income N 0.65 11.54 2.21 11.63 --- ---
BlackRock 60/40 Target Allocation Inv A 1.62 11.54 3.38 13.76 7.93 9.04
Principal SAM Balanced R1 1.42 11.53 3.34 13.20 6.74 7.38
Hartford Checks and Balances I 1.49 11.50 2.58 15.19 8.32 10.08
1919 Socially Responsive Balanced C 1.60 11.50 4.11 14.90 6.29 7.20
MainStay Moderate Allocation Inv 1.72 11.49 3.20 14.22 6.57 7.70
Hartford Balanced I 1.67 11.49 2.55 13.64 --- ---
Eventide Multi-Asset Income A 0.65 11.49 2.20 11.67 --- ---
State Farm Equity & Bond Premier 2.14 11.48 3.59 14.37 8.49 9.27
Calvert Moderate Allocation C 1.48 11.48 2.88 14.73 7.24 7.75
American Funds American Balanced R4 1.27 11.48 3.28 14.62 9.25 10.22
Fidelity Advisor Managed Retiremt 2025 A 1.16 11.47 3.00 13.90 7.52 8.35
American Funds American Balanced A 1.23 11.47 3.25 14.65 9.30 10.26
State Farm Equity & Bond Instl 2.16 11.46 3.62 14.42 8.68 9.48
MassMutual RetireSMART Moderate R5 1.36 11.46 3.27 13.36 6.24 6.86
MassMutual RetireSMART Mod I 1.36 11.46 3.17 13.46 6.30 ---
Principal SAM Balanced C 1.49 11.44 3.35 13.03 6.54 7.17
Columbia Flexible Capital Income R5 1.50 11.44 3.49 17.38 8.76 ---
Fidelity Advisor Simplicity RMD 2020 I 1.19 11.43 3.05 13.85 7.63 8.39
State Farm Equity & Bond A 2.16 11.42 3.63 14.24 8.45 9.25
Hartford Checks and Balances A 1.51 11.42 2.61 14.93 8.08 9.83
Fidelity Simplicity RMD 2020 1.18 11.42 3.05 13.86 7.63 8.39
Columbia Flexible Capital Income Z 1.42 11.42 3.43 17.39 8.66 8.92
Columbia Flexible Capital Income R4 1.41 11.42 3.49 17.34 8.68 ---
American Funds American Balanced 529A 1.23 11.42 3.24 14.59 9.20 10.16
BMO Balanced Allocation R3 1.54 11.41 2.92 13.83 6.47 ---
American Funds American Balanced F1 1.23 11.41 3.24 14.58 9.22 10.20
MFS® Moderate Allocation C 1.28 11.40 2.57 11.58 6.14 6.43
BlackRock 60/40 Target Allocation R 1.63 11.40 3.31 13.59 7.71 8.85
Voya Solution Balanced Port A 1.45 11.39 2.87 14.03 7.15 7.58
State Farm Equity & Bond R3 2.10 11.39 3.49 14.24 8.58 9.39
Pacific Funds Port Optim Mod Adv 1.59 11.39 3.02 14.18 7.19 ---
MFS® Moderate Allocation R1 1.31 11.39 2.56 11.64 6.14 6.43
MFS® Moderate Allocation B 1.27 11.39 2.55 11.57 6.13 6.42
Delaware Foundation Moderate Allc A 1.37 11.39 3.35 13.14 6.20 6.79
Pioneer Classic Balanced Y 1.83 11.36 3.51 14.60 7.63 9.12
1919 Socially Responsive Balanced B 1.59 11.35 4.08 14.65 6.13 6.91
MFS® Moderate Allocation 529B 1.27 11.34 2.57 11.52 6.10 6.37
MainStay Moderate Allocation R3 1.73 11.33 3.13 13.96 --- ---
Hartford Balanced HLS IB 1.68 11.33 2.63 13.07 7.86 9.07
Columbia Balanced Y 1.22 11.33 2.54 13.04 8.81 ---
Voya Strategic Allocation Mod Port I 1.48 11.32 2.93 14.09 7.34 8.08
State Farm Equity & Bond R2 2.10 11.32 3.59 14.10 8.34 9.10
Hartford Balanced A 1.64 11.32 2.52 13.44 7.80 8.85
Putnam Dynamic Asset Allocation Bal M 1.81 11.31 3.50 14.95 7.77 8.75
MFS® Moderate Allocation 529C 1.23 11.31 2.53 11.53 6.08 6.37
MassMutual RetireSMART Moderate Admin 1.36 11.31 3.17 13.19 6.02 6.70
Columbia Balanced R5 1.22 11.31 2.55 12.99 8.75 9.96
BlackRock Balanced Capital R 1.66 11.30 3.32 16.23 8.72 9.34
State Farm Equity & Bond R1 2.11 11.29 3.59 14.06 8.17 8.92
MassMutual RetireSMART Moderate Svc 1.36 11.29 3.16 13.26 6.10 6.78
Hartford Balanced R4 1.61 11.29 2.49 13.40 7.84 8.90
Hartford Checks and Balances R4 1.49 11.28 2.49 14.80 8.01 9.77
Voya Balanced Port S 1.45 11.27 2.61 14.51 7.00 7.69
Columbia Balanced R4 1.21 11.27 2.54 12.94 8.66 ---
Columbia Balanced Z 1.23 11.26 2.54 12.95 8.66 9.84
State Farm Equity & Bond B Legacy 2.13 11.25 3.58 14.00 8.10 8.85
Fidelity Advisor Managed Retiremt 2025 M 1.14 11.25 2.93 13.62 7.25 8.08
Oakmark Equity and Income Institutional 2.11 11.24 3.58 --- --- ---
State Farm Equity & Bond B 2.16 11.23 3.63 13.84 7.83 8.62
Nationwide Inv Dest Mod R6 1.73 11.23 3.41 14.38 7.28 7.64
Fidelity Advisor Simplicity RMD 2020 A 1.16 11.23 3.00 13.59 7.37 8.13
Delaware Foundation Moderate Allc R 1.39 11.22 3.30 12.81 5.92 6.51
Pioneer Classic Balanced A 1.74 11.21 3.43 14.43 7.39 8.85
Oakmark Equity and Income Advisor 2.08 11.21 3.58 --- --- ---
Columbia Flexible Capital Income T 1.44 11.21 3.37 17.10 8.42 8.64
Columbia Flexible Capital Income A 1.36 11.21 3.37 17.00 8.39 8.65
Nationwide Inv Dest Mod Instl Svc 1.74 11.19 3.40 14.33 7.16 ---
JHancock Multi-Index Lifestyle Bal R6 1.48 11.19 3.09 13.57 7.38 ---
American Funds Retire Inc Port-Enh R2E 1.16 11.19 3.21 13.46 --- ---
American Funds American Balanced 529E 1.23 11.19 3.18 14.29 8.95 9.90
Putnam Dynamic Asset Allocation Bal C 1.80 11.18 3.46 14.68 7.49 8.48
American Funds American Balanced R3 1.23 11.18 3.21 14.28 8.93 9.89
Pacific Funds Port Optim Mod A 1.60 11.17 2.96 13.91 6.93 6.78
American Funds Retire Inc Port-Enh R6 1.07 11.17 3.22 13.51 --- ---
USAA Cornerstone Moderate 1.07 11.16 2.80 11.41 4.70 5.38
JHancock Multi-Index Lifestyle Bal 1 1.47 11.16 3.08 13.52 7.34 ---
American Funds Retire Inc Port-Enh R5 1.14 11.16 3.19 13.40 --- ---
American Funds Retire Inc Port-Enh R5E 0.99 11.15 3.13 13.41 --- ---
AIG Active Allocation C 1.74 11.15 3.54 13.84 6.58 7.13
Sentinel Balanced C 1.72 11.12 3.06 14.21 7.45 7.85
AIG Active Allocation B 1.72 11.12 3.54 13.81 6.56 7.11
Voya Strategic Allocation Mod Port S 1.42 11.11 2.80 13.71 7.03 7.80
Putnam Dynamic Asset Allocation Bal B 1.82 11.11 3.44 14.68 7.48 8.48
Ladenburg Growth & Income I 1.42 11.11 3.01 13.61 --- ---
Pioneer Solutions Balanced Y 1.39 11.10 3.07 11.80 5.02 6.38
Pioneer Classic Balanced R 1.74 11.10 3.43 14.27 --- ---
American Funds Retire Inc Port-Enh F2 1.06 11.10 3.20 13.40 --- ---
Sterling Capital Strategic Allc Bal C 1.40 11.09 3.09 12.96 5.74 6.30
Columbia Balanced K 1.21 11.09 2.47 12.70 8.48 9.67
Oakmark Equity And Income Investor 2.08 11.08 3.52 18.01 7.72 9.32
MassMutual RetireSMART Moderate A 1.36 11.06 3.16 12.94 5.73 6.42
MassMutual RetireSMART Mod R4 1.27 11.04 3.08 12.99 5.83 ---
Franklin NextStep Moderate Advisor 1.41 11.04 3.22 12.07 --- ---
Columbia Balanced A 1.19 11.03 2.47 12.65 8.38 9.57
American Funds Retire Inc Port-Enh R4 1.09 11.03 3.15 13.28 --- ---
American Funds American Balanced R2E 1.19 11.03 3.14 14.08 8.96 ---
Hartford Checks and Balances R3 1.49 11.02 2.50 14.45 7.69 9.43
Hartford Balanced R3 1.61 11.02 2.40 13.05 7.51 8.57
Bruce -0.06 11.02 3.11 10.61 7.01 10.10
Fidelity Advisor Simplicity RMD 2020 M 1.14 10.99 2.91 13.28 7.09 7.85
BlackRock Balanced Capital Inv C 1.65 10.98 3.26 15.78 8.29 8.90
Madison Moderate Allocation B 1.35 10.97 3.08 12.78 6.35 6.73
Madison Moderate Allocation C 1.35 10.96 3.08 12.87 6.37 6.74
Fidelity Advisor Managed Retiremt 2020 I 1.08 10.95 2.89 13.32 7.41 8.15
MassMutual RetireSMART Mod R3 1.37 10.94 3.09 12.78 5.60 ---
Fidelity Managed Retirement 2020 1.08 10.94 2.90 13.31 7.41 8.15
American Funds Retire Inc Port-Enh A 1.09 10.94 3.15 13.18 --- ---
Columbia Flexible Capital Income R 1.38 10.92 3.31 16.72 8.12 8.36
Ladenburg Growth & Income A 1.45 10.91 2.92 13.63 --- ---
DFA Global Allocation 60/40 I 1.64 10.91 3.11 14.15 7.14 7.70
BlackRock 60/40 Target Allocation Inv C 1.59 10.91 3.14 12.92 7.10 8.24
American Funds Retire Inc Port-Enh F1 1.08 10.91 3.14 13.12 --- ---
Vanguard Managed Payout Investor 1.43 10.90 3.40 12.64 7.03 7.76
Great-West SecureFoundation® Bal ETF A 1.77 10.89 3.16 13.84 7.81 8.10
Pioneer Solutions Balanced A 1.41 10.88 3.03 11.57 4.73 6.08
Pacific Funds Port Optim Mod R 1.53 10.88 2.90 13.56 6.64 6.51
Nationwide Inv Dest Mod A 1.63 10.88 3.30 13.91 6.89 7.27
MainStay Moderate Allocation B 1.68 10.88 3.03 13.39 5.78 6.92
Franklin NextStep Moderate A 1.34 10.88 3.15 11.72 --- ---
Deutsche Multi-Asset Moderate Allc S 1.20 10.88 3.06 13.76 5.70 7.29
Oakmark Equity And Income Service 2.07 10.87 3.52 17.72 7.39 8.99
Federated MDT Balanced R6 1.94 10.85 4.13 14.24 6.82 8.63
Vanguard Wellington™ Admiral™ 1.90 10.84 3.56 15.59 9.22 10.06
Federated MDT Balanced Instl 1.99 10.83 4.19 14.20 7.14 9.06
Eventide Multi-Asset Income C 0.59 10.83 1.93 10.79 --- ---
Columbia Balanced R 1.17 10.83 2.41 12.37 8.12 9.31
VALIC Company II Moderate Gr Lifestyle 2.16 10.82 3.31 13.39 7.38 7.89
Transamerica Multi-Managed Balanced R6 1.40 10.82 2.96 13.97 --- ---
Fidelity Advisor Managed Retiremt 2025 C 1.10 10.82 2.80 13.05 6.72 7.54
Hartford Checks and Balances C 1.47 10.81 2.37 14.12 7.28 9.02
MainStay Moderate Allocation C 1.68 10.80 2.95 13.31 5.76 6.88
American Funds American Balanced C 1.16 10.80 3.07 13.77 8.43 9.39
American Funds American Balanced R2 1.20 10.79 3.07 13.75 8.46 9.44
American Century Balanced I 1.46 10.79 2.98 12.73 7.14 8.28
American Funds American Balanced R1 1.16 10.78 3.06 13.75 8.44 9.40
Nationwide Inv Dest Mod Svc 1.64 10.77 3.21 13.92 6.85 7.22
Deutsche Multi-Asset Moderate Allc A 1.20 10.76 2.96 13.46 5.47 7.05
American Funds American Balanced 529C 1.19 10.76 3.04 13.70 8.36 9.32
Vanguard Wellington™ Inv 1.89 10.75 3.54 15.49 9.13 9.97
Prudential Balanced Z 1.70 10.74 3.42 14.03 8.51 9.50
Transamerica Multi-Mgd Balanced I 1.41 10.73 2.97 13.85 8.20 9.07
Fidelity Advisor Managed Retiremt 2020 A 1.07 10.73 2.83 13.03 7.14 7.88
DFA Global Allocation 60/40 R2 1.62 10.72 3.03 13.83 6.86 7.44
Stringer Moderate Growth Institutional 1.33 10.70 2.70 12.41 --- ---
Hartford Balanced C 1.59 10.68 2.30 12.59 7.05 8.09
Delaware Foundation Moderate Allc C 1.27 10.67 3.07 12.20 5.37 5.97
American Funds Retire Inc Port-Enh R3 1.00 10.67 3.06 12.79 --- ---
Vanguard Balanced Index I 1.61 10.66 3.12 13.66 8.62 9.35
Vanguard Balanced Index Adm 1.61 10.66 3.12 13.62 8.61 9.34
Pioneer Solutions Balanced R 1.33 10.65 2.96 11.25 --- ---
Invesco Moderate Allocation R5 1.37 10.65 3.11 13.59 5.82 6.18
Great-West Moderate Profile Instl 1.57 10.64 2.73 14.18 --- ---
American Century Balanced Inv 1.46 10.64 2.93 12.51 6.93 8.07
Invesco Moderate Allocation Y 1.36 10.63 3.18 13.57 5.83 6.20
JPMorgan Investor Balanced I 1.34 10.62 2.71 13.26 6.99 7.48
Praxis Genesis Balanced A 1.50 10.61 2.94 12.54 6.54 7.08
Federated MDT Balanced A 1.94 10.61 4.08 13.90 6.86 8.80
Nationwide Inv Dest Mod R 1.57 10.60 3.12 13.62 6.55 6.93
Pioneer Classic Balanced C 1.75 10.59 3.34 13.60 6.60 8.00
Columbia Flexible Capital Income C 1.34 10.57 3.19 16.13 7.59 7.83
Vanguard Balanced Index Inv 1.58 10.56 3.09 13.48 8.47 9.19
Great-West SecureFoundation® Bal Instl 1.79 10.56 3.04 13.91 --- ---
Fidelity Advisor Simplicity RMD 2020 C 1.10 10.56 2.79 12.74 6.56 7.31
Transamerica Multi-Mgd Balanced A 1.40 10.54 2.89 13.61 7.92 8.75
American Funds Retire Inc Port-Enh R1 1.00 10.53 3.06 12.73 --- ---
Prudential Balanced A 1.71 10.52 3.37 13.64 8.19 9.16
Fidelity Advisor Managed Retiremt 2020 M 1.05 10.51 2.78 12.77 6.87 7.61
Stringer Moderate Growth A 1.33 10.50 2.71 12.12 --- ---
American Funds Retire Inc Port-Enh R2 0.96 10.49 2.93 12.57 --- ---
AIG Multi-Asset Allocation A 1.90 10.48 3.87 14.35 7.37 7.95
QS Conservative Growth I 1.05 10.46 2.54 12.64 6.52 ---
Pacific Funds Port Optim Mod C 1.48 10.45 2.79 13.06 6.14 6.02
Tributary Balanced Instl Plus 1.40 10.44 2.28 12.04 7.33 8.30
Invesco Moderate Allocation S 1.32 10.44 3.07 13.33 5.68 6.03
Invesco Moderate Allocation A 1.37 10.44 3.12 13.30 5.57 5.93
Pacific Funds Port Optim Mod B 1.48 10.43 2.71 13.05 6.13 6.00
New Covenant Balanced Growth 1.49 10.43 3.07 12.58 6.95 7.56
Osterweis Strategic Investment 1.82 10.42 2.69 13.71 5.57 8.51
JPMorgan Investor Balanced A 1.41 10.42 2.71 12.99 6.75 7.23
Frost Moderate Allocation Instl 1.47 10.42 2.99 11.98 5.95 6.74
Pax Balanced Institutional 1.27 10.41 2.80 11.66 7.21 8.16
Fidelity Advisor Simplicity RMD 2015 I 0.99 10.41 2.71 12.74 7.21 7.96
Eaton Vance Balanced I 1.45 10.41 2.66 11.40 7.74 9.49
Fidelity Simplicity RMD 2015 0.99 10.40 2.70 12.72 7.18 7.93
Columbia Balanced C 1.12 10.39 2.28 11.82 7.59 8.76
Transamerica Balanced II R 1.30 10.35 2.81 13.33 7.95 8.87
American Funds Retire Inc Port-Enh C 1.01 10.35 2.99 12.39 --- ---
Great-West Moderate Profile Inv 1.63 10.34 2.59 13.90 7.62 8.16
Eaton Vance Balanced R6 1.45 10.34 2.68 11.48 --- ---
JHancock Balanced R6 1.80 10.33 2.83 13.43 7.45 8.81
JHancock Balanced R5 1.79 10.32 2.81 13.38 7.38 8.73
Prudential Balanced R 1.64 10.30 3.31 13.40 7.97 8.95
Tributary Balanced Instl 1.38 10.27 2.20 11.87 7.14 8.08
Ladenburg Growth & Income C 1.43 10.27 2.80 12.89 --- ---
JHancock Balanced I 1.83 10.27 2.81 13.33 7.34 8.69
Great-West SecureFoundation® Bal Inv 1.78 10.27 3.02 13.48 7.64 8.12
QS Conservative Growth A 0.98 10.25 2.48 12.42 6.25 6.93
Invesco Moderate Allocation R 1.31 10.25 3.06 13.04 5.31 5.68
Pioneer Solutions Balanced C 1.36 10.22 2.84 10.77 4.02 5.36
Pax Balanced Individual Investor 1.24 10.22 2.70 11.37 6.93 7.89
Nationwide Inv Dest Mod C 1.66 10.22 3.08 13.20 6.13 6.51
LK Balanced Institutional 2.13 10.20 5.88 13.97 5.30 6.92
Thrivent Moderate Allocation S 1.55 10.19 2.75 13.27 7.51 7.90
Fidelity Advisor Simplicity RMD 2015 A 0.96 10.19 2.65 12.44 6.91 7.66
Green Century Balanced 1.17 10.18 1.76 12.77 7.24 8.93
Frost Moderate Allocation Investor 1.40 10.18 2.92 11.62 5.66 6.45
Nuveen Strategy Balanced Allc I 1.00 10.16 2.63 11.35 5.99 6.89
Great-West SecureFoundation® Bal Svc 1.76 10.16 2.92 13.36 7.54 7.99
JHancock Balanced R4 1.78 10.14 2.75 13.20 7.17 8.53
Franklin NextStep Moderate C 1.30 10.12 2.95 10.85 --- ---
Neiman Balanced Allocation A 1.64 10.10 3.17 13.13 5.88 6.24
Eaton Vance Balanced A 1.33 10.09 2.60 11.13 7.45 9.17
Deutsche Multi-Asset Moderate Allc C 1.21 10.08 2.87 12.63 4.68 6.25
Fidelity Advisor Managed Retiremt 2020 C 1.00 10.06 2.63 12.19 6.34 7.07
Great-West Moderate Profile L 1.50 10.04 2.44 13.41 7.32 7.88
Nuveen Strategy Balanced Allc A 1.03 10.03 2.56 11.15 5.74 6.65
Great-West SecureFoundation® Bal L 1.67 10.03 2.90 13.12 7.37 7.83
Fidelity Managed Retirement 2015 0.92 10.02 2.60 12.27 7.00 7.74
Fidelity Advisor Managed Retiremt 2015 I 0.93 10.02 2.61 12.28 7.00 7.74
JHancock Balanced A 1.75 10.01 2.68 12.98 7.00 8.34
American Funds College 2027 529F1 0.86 10.01 2.61 10.93 6.39 8.31
QS Conservative Growth R 0.99 10.00 2.42 12.09 5.94 ---
Hennessy Equity and Income Institutional 2.55 9.99 3.72 14.74 7.10 8.17
Schwab MarketTrack Balanced 1.65 9.97 3.08 13.27 7.41 7.81
GuideStone Funds Defensv Mkt Strats Inst 1.17 9.96 2.78 13.59 10.21 10.33
Fidelity Advisor Simplicity RMD 2015 M 0.95 9.96 2.57 12.15 6.64 7.39
Stringer Moderate Growth C 1.35 9.92 2.53 11.39 --- ---
Eaton Vance Balanced R 1.45 9.92 2.54 10.90 --- ---
Thrivent Moderate Allocation A 1.49 9.91 2.69 13.01 7.17 7.56
Federated MDT Balanced C 1.86 9.91 3.85 13.07 6.07 7.98
JPMorgan Investor Balanced C 1.35 9.89 2.54 12.32 6.16 6.66
JHancock Balanced R2 1.73 9.89 2.65 12.83 6.88 8.33
Prudential Balanced C 1.64 9.88 3.17 12.92 7.43 8.41
Prudential Balanced B 1.64 9.88 3.17 12.84 7.43 8.41
AIG Multi-Asset Allocation C 1.85 9.88 3.66 13.57 6.68 7.24
RiverFront Moderate Growth & Income I 1.30 9.87 2.98 12.39 6.78 6.68
Transamerica Multi-Mgd Balanced C 1.34 9.85 2.71 12.73 7.14 8.00
American Funds Income Portfolio R6 1.03 9.82 2.98 12.14 7.02 7.42
Invesco Moderate Allocation C 1.26 9.81 2.87 12.45 4.78 5.14
Fidelity Advisor Managed Retiremt 2015 A 0.91 9.81 2.54 11.99 6.73 7.47
AIG Multi-Asset Allocation B 1.80 9.81 3.66 13.54 6.61 7.20
AB All Market Total Return Advisor 0.34 9.80 2.05 11.78 5.96 6.83
JHancock Balanced R3 1.79 9.78 2.66 12.67 6.75 8.09
American Funds Income Portfolio R5 1.02 9.78 2.97 11.99 6.94 7.37
American Funds College 2027 529A 0.78 9.78 2.62 10.68 6.14 8.09
Westwood Worldwide Income Opp Instl 1.49 9.76 2.81 10.10 --- ---
Nuveen Strategy Balanced Allc R3 0.98 9.75 2.43 10.83 5.46 6.36
American Funds Income Portfolio R5E 1.07 9.75 2.95 11.94 --- ---
GuideStone Funds Defensv Mkt Strats Inv 1.17 9.74 2.78 13.32 9.91 10.06
Invesco Moderate Allocation B 1.19 9.72 2.79 12.36 4.78 5.12
Hennessy Equity and Income Investor 2.50 9.72 3.67 14.35 6.70 7.81
Loomis Sayles Multi-Asset Income N 1.56 9.71 2.74 12.84 --- ---
MFS® Total Return R6 1.64 9.70 2.34 12.60 8.09 9.14
JHancock Balanced R1 1.76 9.68 2.63 12.59 6.62 7.97
AB All Market Total Return I 0.34 9.68 1.99 11.64 5.91 6.79
Loomis Sayles Multi-Asset Income Y 1.56 9.67 2.80 12.86 7.60 ---
Rational Strategic Allocation Instl 1.33 9.66 3.17 12.38 --- ---
American Funds Income Portfolio F2 1.00 9.66 2.96 11.94 6.89 7.31
RiverFront Moderate Growth & Income A 1.30 9.64 2.90 12.11 6.48 6.41
Pacific Financial Dynamic Allc Instl 1.30 9.64 2.75 11.87 --- ---
Fidelity Advisor Managed Retiremt 2015 M 0.89 9.64 2.48 11.72 6.47 7.21
AB All Market Total Return A 0.34 9.63 2.00 11.49 5.71 6.54
MFS® Total Return R4 1.64 9.62 2.32 12.49 8.00 9.06
American Funds Income Portfolio 529F1 0.99 9.62 2.95 11.89 6.83 7.25
American Funds Income Portfolio A 1.03 9.59 2.91 11.79 6.67 7.09
MFS® Total Return I 1.59 9.57 2.27 12.45 7.99 9.04
American Funds College 2027 529E 0.79 9.57 2.56 10.42 5.87 7.80
Transamerica Multi-Mgd Balanced B 1.28 9.56 2.60 12.35 6.82 7.70
Eaton Vance Balanced C 1.44 9.56 2.39 10.39 6.68 8.39
QS Conservative Growth C 0.87 9.53 2.25 11.55 5.46 6.15
Fidelity Advisor Simplicity RMD 2015 C 0.90 9.53 2.43 11.60 6.11 6.85
Wells Fargo Index Asset Allocation Instl 1.38 9.52 2.66 --- --- ---
AT Income Opportunities Institutional 1.03 9.50 2.72 12.77 7.59 ---
AB All Market Total Return K 0.34 9.50 1.94 11.37 5.59 6.45
American Funds Income Portfolio R4 1.03 9.49 2.90 11.79 6.66 7.07
LKCM Balanced 1.64 9.48 2.20 13.45 8.64 9.34
BlackRock Balanced Capital Inv B 1.33 9.46 2.66 13.87 7.38 8.24
American Funds Income Portfolio F1 1.02 9.46 2.89 11.65 6.62 7.05
American Funds Income Portfolio 529A 1.01 9.45 2.89 11.64 6.58 6.99
VY® Franklin Income I 1.32 9.43 3.32 13.96 6.38 7.43
MFS® Total Return A 1.62 9.43 2.26 12.23 7.74 8.79
TETON Westwood Balanced I 1.99 9.42 2.93 13.19 7.59 8.31
Nuveen Strategy Balanced Allc C 0.95 9.42 2.41 10.33 4.96 5.84
MFS® Total Return R3 1.62 9.42 2.25 12.22 7.73 8.78
MFS® Total Return 529A 1.62 9.42 2.25 12.22 7.70 8.74
Loomis Sayles Multi-Asset Income A 1.53 9.42 2.65 12.51 7.32 7.35
American Funds Retire Inc Port-Mod R6 0.78 9.42 2.69 10.82 --- ---
Russell Inv LifePoints Balanced Strat R1 0.93 9.41 2.13 11.87 6.68 6.81
Rational Strategic Allocation A 1.26 9.41 3.19 12.15 6.33 5.89
Eaton Vance Balanced B 1.33 9.41 2.38 10.22 6.68 8.37
American Funds Retire Inc Port-Mod R5E 0.79 9.41 2.70 10.84 --- ---
Aberdeen Dynamic Allocation I/S 1.59 9.41 3.10 10.80 5.23 5.73
VALIC Company I Asset Allocation 2.65 9.39 3.29 12.60 7.13 7.34
Russell Inv LifePoints Balanced Strat S 0.93 9.39 2.13 11.84 6.62 6.71
JHancock Balanced C 1.73 9.39 2.55 12.21 6.26 7.59
Aberdeen Dynamic Allocation Inst 1.59 9.39 3.02 10.81 5.26 5.75
Wells Fargo Index Asset Allocation Admin 1.37 9.38 2.62 12.64 8.77 10.63
Thrivent Balanced Income Plus S 1.31 9.37 2.01 10.65 6.74 8.48
American Funds Retire Inc Port-Mod R2E 0.78 9.36 2.69 10.79 --- ---
American Funds Retire Inc Port-Mod F2 0.86 9.36 2.77 10.83 --- ---
CornerCap Balanced 1.85 9.35 2.84 15.16 6.15 8.84
JHancock Balanced B 1.68 9.34 2.50 12.16 6.24 7.58
Neiman Balanced Allocation C 1.50 9.32 2.89 12.08 5.05 5.52
American Funds Retire Inc Port-Mod R5 0.84 9.32 2.66 10.73 --- ---
Fidelity Simplicity RMD 2010 0.78 9.30 2.32 11.46 6.69 7.49
Fidelity Advisor Simplicity RMD 2010 I 0.78 9.30 2.32 11.46 6.69 7.49
VY® Franklin Income S 1.41 9.28 3.33 13.73 6.21 7.23
American Funds Retire Inc Port-Mod R4 0.83 9.26 2.65 10.60 --- ---
Port Street Institutional Opps Instl 1.14 9.25 2.12 11.13 --- ---
Wells Fargo Index Asset Allocation A 1.36 9.24 2.58 12.42 8.54 10.38
TETON Westwood Balanced AAA 1.88 9.23 2.82 12.80 7.31 8.03
FPA Crescent 3.29 9.23 2.15 15.90 7.44 9.07
Madison Diversified Income A 1.69 9.22 3.54 11.75 7.42 7.66
Transamerica Asset Alloc Interm Hrzn R4 1.14 9.21 2.24 11.35 6.26 6.73
AB All Market Total Return R 0.27 9.21 1.87 11.06 5.25 6.13
MFS® Total Return R2 1.59 9.20 2.19 11.91 7.45 8.50
American Funds Income Portfolio R3 0.96 9.20 2.76 11.31 6.30 6.73
American Funds Income Portfolio 529E 0.96 9.20 2.76 11.40 6.32 6.74
Aberdeen Dynamic Allocation A 1.64 9.19 3.00 10.47 4.95 5.45
Russell Inv LifePoints Balanced Strat R4 0.94 9.18 2.07 11.56 6.42 6.55
Fidelity Advisor Managed Retiremt 2015 C 0.84 9.16 2.36 11.15 5.94 6.67
Timothy Plan Strategic Growth A 1.81 9.14 3.58 10.92 4.04 5.42
Russell Inv LifePoints Balanced Strat A 0.94 9.14 2.07 11.58 6.46 6.50
Russell Inv LifePoints Balanced Strat E 0.85 9.13 1.98 11.51 6.34 6.43
VY® Franklin Income S2 1.33 9.11 3.25 13.57 6.03 7.05
Villere Balanced Inv 2.34 9.11 -0.09 12.17 3.33 6.45
American Funds Retire Inc Port-Mod A 0.80 9.10 2.62 10.51 --- ---
American Funds Income Portfolio R2E 0.98 9.10 2.78 11.22 6.58 ---
American Funds College 2027 529C 0.71 9.10 2.42 9.89 5.31 7.22
Fidelity Advisor Simplicity RMD 2010 A 0.77 9.09 2.26 11.17 6.42 7.22
American Funds Retire Inc Port-Mod F1 0.79 9.09 2.61 10.46 --- ---
Thrivent Balanced Income Plus A 1.23 9.08 1.93 10.26 6.34 8.06
American Funds Retire Inc Port-Mod R3 0.79 9.05 2.61 10.49 --- ---
TETON Westwood Balanced A 1.94 9.03 2.79 12.57 7.05 7.76
Cavanal Hill Active Core Institutional 1.34 9.02 2.67 11.09 6.75 7.56
AB All Market Total Return B 0.27 8.98 1.79 10.63 4.90 5.76
Fidelity Advisor Managed Retiremt 2010 I 0.77 8.96 2.29 10.99 6.48 7.26
VY® Franklin Income A 1.28 8.95 3.17 13.32 5.80 6.83
RiverFront Moderate Growth & Income C 1.23 8.95 2.67 11.28 5.70 5.61
Fidelity Managed Retirement 2010 0.77 8.95 2.28 10.99 6.48 7.26
AB All Market Total Return C 0.27 8.95 1.81 10.66 4.90 5.76
American Funds Income Portfolio R1 1.01 8.93 2.73 10.90 5.87 6.26
Pacific Financial Dynamic Allc Inv 1.31 8.90 2.50 10.95 --- ---
American Funds Income Portfolio R2 0.93 8.89 2.73 10.87 5.85 6.23
Russell Inv LifePoints Balanced Strat R5 0.85 8.88 1.98 11.31 6.15 6.26
American Funds Income Portfolio C 0.93 8.88 2.73 10.84 5.86 6.27
American Beacon Balanced Instl 2.30 8.87 2.85 15.98 7.38 9.18
Aberdeen Dynamic Allocation R 1.54 8.87 2.91 10.06 4.52 5.02
Loomis Sayles Multi-Asset Income C 1.47 8.85 2.54 11.72 6.50 6.54
Fidelity Advisor Simplicity RMD 2010 M 0.74 8.85 2.19 10.89 6.15 6.95
Cavanal Hill Active Core Investor 1.42 8.83 2.61 10.84 6.57 7.35
American Funds Income Portfolio 529C 0.91 8.83 2.72 10.87 5.79 6.18
ICON Risk-Managed Balanced S 1.37 8.81 1.70 12.36 6.18 6.31
Dodge & Cox Balanced 2.08 8.80 2.46 17.81 9.34 11.55
American Beacon Balanced Y 2.28 8.80 2.82 16.13 7.33 9.10
Cavanal Hill Active Core A 1.35 8.79 2.62 10.80 6.45 7.28
MFS® Total Return R1 1.56 8.77 2.07 11.40 6.92 7.97
MFS® Total Return C 1.55 8.76 2.05 11.43 6.93 7.97
Rational Strategic Allocation C 1.20 8.75 2.94 11.31 --- ---
MFS® Total Return B 1.50 8.75 2.01 11.37 6.92 7.95
MFS® Total Return 529C 1.55 8.74 2.04 11.34 6.87 7.91
Fidelity Advisor Managed Retiremt 2010 A 0.73 8.72 2.20 10.69 6.21 6.99
MFS® Total Return 529B 1.55 8.71 2.05 11.32 6.87 7.91
American Funds Retire Inc Port-Mod R2 0.77 8.70 2.51 10.01 --- ---
WesMark Balanced 1.55 8.68 4.29 12.47 6.96 7.13
American Beacon Balanced Inv 2.31 8.65 2.78 15.66 7.02 8.81
Aberdeen Dynamic Allocation C 1.55 8.65 2.85 9.80 4.23 4.70
TETON Westwood Balanced C 1.89 8.63 2.65 12.02 6.51 7.23
Madison Diversified Income C 1.62 8.63 3.32 10.92 6.63 6.86
Madison Diversified Income B 1.68 8.63 3.32 10.92 6.63 6.88
Mairs & Power Balanced Inv 1.77 8.60 2.72 11.98 7.54 8.88
Wells Fargo Index Asset Allocation C 1.29 8.59 2.40 11.63 7.74 9.56
American Funds Retire Inc Port-Mod R1 0.73 8.55 2.47 9.79 --- ---
ICON Risk-Managed Balanced A 1.34 8.54 1.61 12.09 5.91 6.06
American Beacon Balanced A 2.22 8.53 2.76 15.51 6.93 8.68
Fidelity Advisor Managed Retiremt 2010 M 0.72 8.52 2.15 10.43 5.95 6.73
Russell Inv LifePoints Balanced Strat C 0.87 8.51 1.85 10.75 5.67 5.71
American Funds Retire Inc Port-Mod C 0.72 8.51 2.46 9.72 --- ---
American Beacon Balanced Adv 2.25 8.48 2.77 15.43 6.83 8.62
Fidelity Advisor Simplicity RMD 2010 C 0.70 8.44 2.08 10.36 5.63 6.42
Timothy Plan Strategic Growth C 1.77 8.42 3.35 10.08 3.26 4.63
Ivy Balanced N 1.54 8.39 1.56 9.87 5.79 ---
Lord Abbett Multi-Asset Balanced Opp R6 1.60 8.38 2.13 12.91 --- ---
Calvert Balanced I 1.05 8.37 2.19 10.97 6.67 8.22
Lord Abbett Multi-Asset Balanced Opp I 1.60 8.36 2.13 12.88 6.28 7.94
Calvert Balanced Y 1.06 8.31 2.18 10.85 6.50 ---
Lord Abbett Multi-Asset Balanced Opp R5 1.59 8.26 2.13 12.82 --- ---
First Investors Total Return Instl 1.77 8.26 2.18 11.05 6.02 ---
Ivy Balanced I 1.54 8.24 1.49 9.72 5.64 7.94
First Investors Total Return Adv 1.83 8.22 2.19 11.26 5.99 ---
Lord Abbett Multi-Asset Balanced Opp F 1.59 8.19 2.02 12.68 6.18 7.84
Highland Total Return Y 0.61 8.19 0.45 14.66 7.56 7.56
Waddell & Reed Continental Inc Y 1.54 8.16 1.54 9.56 5.71 8.01
Cavanal Hill Active Core C 1.25 8.15 2.37 9.94 --- ---
Fidelity Advisor Managed Retiremt 2010 C 0.69 8.10 2.03 9.90 5.42 6.20
Lord Abbett Multi-Asset Balanced Opp R4 1.58 8.09 2.07 12.54 --- ---
Calvert Balanced A 1.04 8.08 2.10 10.56 6.25 7.75
Fidelity Simplicity RMD 2005 0.59 8.07 1.96 9.92 6.05 6.91
Lord Abbett Multi-Asset Balanced Opp A 1.58 8.06 2.07 12.60 6.02 7.67
Fidelity Advisor Simplicity RMD 2005 I 0.59 8.06 1.96 9.92 6.05 6.91
Westwood Income Opportunity Instl 1.16 8.05 1.49 10.20 5.11 6.62
Scharf Balanced Opportunity Instl 0.03 8.05 0.22 8.15 6.20 ---
Waddell & Reed Continental Inc A 1.55 8.03 1.53 9.37 5.43 7.71
State Farm Balanced 1.59 8.03 2.76 11.39 6.95 7.80
Ivy Balanced Y 1.54 8.03 1.46 9.44 5.38 7.67
Ivy Balanced A 1.54 8.03 1.46 9.44 5.36 7.65
Highland Total Return A 0.62 8.00 0.37 14.38 7.32 7.30
Davenport Balanced Income 1.86 8.00 3.06 11.41 --- ---
First Investors Total Return A 1.81 7.96 2.12 10.65 5.58 7.36
American Beacon Balanced C 2.20 7.93 2.61 14.69 6.14 7.88
Lord Abbett Multi-Asset Balanced Opp R3 1.56 7.89 2.01 12.26 5.76 7.41
ICON Risk-Managed Balanced C 1.26 7.86 1.40 11.17 5.11 5.27
Westwood Income Opportunity A 1.16 7.85 1.42 9.93 4.85 6.36
Lord Abbett Multi-Asset Balanced Opp P 1.57 7.85 1.94 12.24 5.78 7.45
Fidelity Advisor Simplicity RMD 2005 A 0.58 7.84 1.89 9.64 5.79 6.64
Scharf Balanced Opportunity Retail 0.00 7.79 0.12 7.85 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 1.47 7.73 2.22 10.78 3.32 ---
Ivy Balanced R 1.50 7.73 1.36 9.05 5.01 ---
Hotchkis & Wiley Capital Income I 0.37 7.72 0.31 17.55 7.83 9.84
Lord Abbett Multi-Asset Balanced Opp R2 1.51 7.70 1.93 12.13 5.63 7.28
Franklin Balanced R6 1.50 7.66 3.24 11.42 7.20 ---
Fidelity Advisor Simplicity RMD 2005 M 0.55 7.65 1.84 9.38 5.53 6.38
Regal Total Return A 0.82 7.64 2.77 10.24 5.02 ---
Invesco Equity and Income R5 1.72 7.64 2.25 16.24 9.05 10.50
Dreyfus Balanced Opportunity Y 1.72 7.63 2.62 13.65 --- ---
Dreyfus Balanced Opportunity J 1.72 7.63 2.57 13.59 7.95 9.10
Dreyfus Balanced Opportunity I 1.72 7.63 2.57 13.65 7.95 9.11
Invesco Equity and Income R6 1.63 7.62 2.28 16.25 9.13 10.58
Invesco Equity and Income Y 1.72 7.59 2.24 16.18 8.98 10.42
Dreyfus Balanced Opportunity Z 1.73 7.58 2.59 13.56 7.87 9.01
Franklin Balanced Adv 1.41 7.57 3.21 11.30 7.06 7.51
Hotchkis & Wiley Capital Income A 0.41 7.55 0.23 17.21 7.61 9.63
Lord Abbett Multi-Asset Balanced Opp B 1.50 7.48 1.85 11.67 5.22 6.86
VY® Invesco Equity and Income I 1.65 7.47 2.18 15.88 8.98 10.27
SEI Defensive Strategy Allc F (SAAT) 1.06 7.47 2.30 10.68 8.21 9.30
SEI Conservative Strategy Allc F (SAAT) 1.01 7.45 2.34 10.89 8.49 9.74
Ivy Balanced C 1.47 7.44 1.29 8.67 4.65 6.91
Lord Abbett Multi-Asset Balanced Opp C 1.53 7.42 1.80 11.65 5.22 6.87
Dreyfus Balanced Opportunity A 1.68 7.41 2.53 13.32 7.68 8.84
Ivy Balanced B 1.48 7.40 1.24 8.62 4.59 6.86
Janus Henderson Value Plus Income I 1.63 7.39 2.46 12.23 6.93 7.71
Invesco Equity and Income A 1.72 7.39 2.17 15.88 8.70 10.14
Calvert Balanced C 0.96 7.39 1.90 9.65 5.40 6.88
Franklin Balanced A 1.47 7.37 3.16 11.05 6.80 7.23
Janus Henderson Value Plus Income D 1.63 7.34 2.44 12.16 6.86 7.61
Salient Select Opportunity Institutional 1.58 7.31 0.25 19.31 4.87 ---
Delaware Wealth Builder Institutional 0.74 7.31 2.23 9.47 6.30 8.34
First Investors Total Return B 1.73 7.30 1.94 9.82 4.78 6.54
Highland Total Return C 0.51 7.29 0.14 13.48 6.50 6.50
VY® Invesco Equity and Income S 1.64 7.25 2.10 15.60 8.72 10.00
Janus Henderson Value Plus Income T 1.71 7.25 2.50 12.04 6.84 7.58
Janus Henderson Value Plus Income A 1.71 7.24 2.50 12.03 6.77 7.48
Fidelity Advisor Simplicity RMD 2005 C 0.52 7.22 1.71 8.84 5.00 5.85
Waddell & Reed Continental Inc C 1.45 7.21 1.35 8.36 4.51 6.78
Janus Henderson Value Plus Income S 1.69 7.14 2.47 11.85 6.71 7.41
VY® Invesco Equity and Income S2 1.60 7.13 2.05 15.43 8.57 9.85
Delaware Wealth Builder A 0.72 7.11 2.23 9.21 6.03 8.07
Invesco Equity and Income R 1.62 7.06 2.10 15.53 8.43 9.85
VY® Invesco Equity and Income A 1.62 7.03 2.05 15.29 8.44 9.72
Salient Select Opportunity Investor 1.53 7.01 0.20 18.89 4.49 ---
Waddell & Reed Continental Inc B 1.47 6.99 1.20 8.03 4.26 6.49
Salient Select Opportunity A 1.53 6.88 0.12 18.68 4.33 ---
Delaware Wealth Builder R 0.70 6.84 2.10 8.93 5.77 7.79
Franklin Balanced C 1.34 6.78 2.99 10.24 6.02 6.45
Dreyfus Balanced Opportunity C 1.64 6.78 2.31 12.50 6.88 8.03
Invesco Equity and Income B 1.58 6.74 2.03 14.93 7.90 9.32
Invesco Equity and Income C 1.57 6.71 2.02 14.98 7.91 9.31
Janus Henderson Value Plus Income C 1.56 6.62 2.22 11.16 5.95 6.67
USAA Total Return Strategy Institutional -1.72 6.55 2.26 -0.48 -1.04 ---
MainStay Balanced I 1.18 6.53 1.79 10.37 6.79 9.13
AB All Market Real Return Z 1.38 6.52 5.50 10.58 -2.67 ---
AB All Market Real Return I 1.38 6.52 5.50 10.59 -2.67 -3.05
Salient Select Opportunity C 1.50 6.49 0.01 18.06 3.84 ---
Delaware Wealth Builder C 0.66 6.44 1.97 8.38 5.23 7.26
AB All Market Real Return 2 1.25 6.43 5.42 10.58 -2.66 -3.03
MainStay Balanced R1 1.13 6.42 1.74 10.23 6.67 9.02
MainStay Balanced R2 1.12 6.38 1.67 10.13 6.47 8.77
USAA Total Return Strategy -1.72 6.35 2.27 -0.92 -1.39 -0.92
AB All Market Real Return Advisor 1.26 6.35 5.47 10.35 -2.78 -3.12
AB All Market Real Return 1 1.27 6.32 5.42 10.42 -2.87 -3.26
MainStay Balanced A 1.12 6.31 1.70 10.09 6.53 8.86
Hennessy Balanced Investor 1.23 6.22 4.16 9.29 5.79 5.22
MainStay Balanced Inv 1.12 6.20 1.70 9.92 6.37 8.68
AB All Market Real Return K 1.27 6.16 5.40 10.22 -3.01 -3.36
AB All Market Real Return A 1.25 6.09 5.46 10.19 -3.06 -3.38
MainStay Balanced R3 1.09 6.01 1.64 9.68 6.15 8.47
AB All Market Real Return R 1.15 5.79 5.28 9.77 -3.29 -3.62
Intrepid Capital Institutional 2.61 5.76 2.01 9.14 5.47 6.45
Intrepid Capital Investor 2.63 5.64 1.94 8.96 5.22 6.19
MainStay Balanced B 1.06 5.56 1.49 9.11 5.57 7.88
MainStay Balanced C 1.03 5.53 1.46 9.08 5.56 7.87
AB All Market Real Return C 1.26 5.50 5.13 9.34 -3.76 -4.09
Holland Balanced 1.67 5.34 1.72 10.42 6.40 7.86
Timothy Plan Growth & Income I 2.06 5.10 3.35 7.85 2.24 ---
PSG Tactical Growth 1.12 4.97 1.02 7.65 -1.50 0.13
Timothy Plan Growth & Income A 2.07 4.88 3.37 7.56 1.97 ---
Timothy Plan Growth & Income C 1.94 4.25 3.08 6.77 1.21 ---
Greenspring 1.34 3.44 0.83 12.16 5.89 6.53
Prudential Real Assets Z 0.00 3.26 2.33 2.57 -0.42 0.46
Prudential Real Assets Q 0.00 3.21 2.24 2.66 --- ---
Prudential Real Assets A 0.00 3.02 2.27 2.32 -0.66 0.22
Prudential Real Assets C 0.00 2.39 2.09 1.60 -1.38 -0.52
Prudential Real Assets B -0.11 2.39 1.98 1.50 -1.41 -0.54
Timothy Plan Defensive Strategies I -0.35 2.32 2.87 2.19 1.14 ---
Timothy Plan Defensive Strategies A -0.43 2.05 2.87 2.01 0.88 -0.61
Poplar Forest Cornerstone Institutional 1.75 1.95 1.44 8.94 --- ---
Poplar Forest Cornerstone A 1.72 1.76 1.37 8.67 --- ---
Timothy Plan Defensive Strategies C -0.54 1.39 2.62 1.10 0.10 -1.37
Avondale Core Investment 0.10 -0.10 0.00 0.31 --- ---
Chou Opportunity 2.79 -1.08 -3.91 8.36 -7.77 1.28
Fairholme Allocation -4.67 -9.99 -2.52 2.02 -1.82 1.17
Wells Fargo WealthBuilder Gr Bal A 1.76 --- 3.30 --- --- ---
Transamerica Multi-Managed Balanced T1 1.41 --- 2.91 --- --- ---
Transamerica Multi-Managed Balanced Adv 1.38 --- 2.90 --- --- ---
Transamerica Balanced II I3 1.40 --- --- --- --- ---
Transamerica Asset Allocation Mod Gr T1 1.48 --- 3.37 --- --- ---
Transamerica Asset Allocation Mod Gr Adv 1.03 --- 2.73 --- --- ---
Transamerica Asset Alloc Interm Hrzn R 1.10 --- 2.20 --- --- ---
Russell Inv LifePoints Balanced StratT 0.85 --- 2.07 --- --- ---
Lord Abbett Multi-Asset Balanced Opp T 1.58 --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 1.60 --- 2.05 --- --- ---
JPMorgan Investor Balanced T 1.34 --- 2.64 --- --- ---
JPMorgan Investor Balanced R6 1.38 --- --- --- --- ---
Janus Henderson Value Plus Income N 1.64 --- --- --- --- ---
Invesco Moderate Allocation R6 1.29 --- 3.11 --- --- ---
Hartford Checks and Balances F 1.16 --- 2.25 --- --- ---
Hartford Balanced F 1.30 --- 2.23 --- --- ---
Columbia Flexible Capital Income Y 1.40 --- 3.50 --- --- ---
Columbia Balanced T 1.21 --- 2.47 --- --- ---
American Funds Retire Inc Port-Mod F3 0.79 --- 2.70 --- --- ---
American Funds Retire Inc Port-Enh F3 1.07 --- 3.22 --- --- ---
American Funds Income Portfolio F3 1.03 --- 2.99 --- --- ---
American Funds Balanced Portfolio F3 1.27 --- 3.31 --- --- ---
American Funds American Balanced F3 1.30 --- 3.37 --- --- ---
American Century Strat Allc: Mod R5 1.34 --- 3.17 --- --- ---
American Century Balanced R5 1.51 --- 2.98 --- --- ---
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