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Data through 10/22/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation -2.28 2.73 -2.86 5.15 10.67 8.91
Bruce -2.51 10.77 -5.07 14.91 13.66 13.30
SEI Conservative Strategy Allc A (SAAT) 0.55 9.88 -0.02 11.04 14.30 14.35
Natixis Diversified Income A LW 1.36 9.43 -0.36 8.36 10.49 11.24
Natixis Diversified Income A 1.36 9.43 -0.36 8.36 10.49 11.24
SEI Defensive Strategy Allc A (SAAT) 0.48 9.35 -0.08 10.49 13.76 13.95
Natixis Diversified Income Y 1.39 9.32 -0.30 8.23 --- ---
Natixis Diversified Income C 1.30 8.78 -0.55 7.49 9.63 10.42
Archer Balanced -1.04 7.61 -0.32 11.79 11.35 7.98
Innealta Capital Risk Based Opp Mod I -0.83 6.87 -0.55 3.73 --- ---
Innealta Capital Risk Based Opp Mod N -0.88 6.71 -0.60 3.51 --- ---
VY T. Rowe Price Capital Appreciation I -1.29 6.63 -0.79 10.61 15.13 12.62
Innealta Capital Risk Based Opp Mod A LW -0.98 6.61 -0.70 3.41 --- ---
Innealta Capital Risk Based Opp Mod A -0.98 6.61 -0.70 3.41 --- ---
Westwood Income Opportunity Instl -1.01 6.51 -1.41 8.35 10.72 10.52
T. Rowe Price Capital Appreciation -1.26 6.47 -0.80 10.40 15.08 12.51
VY T. Rowe Price Capital Appreciation S -1.29 6.44 -0.83 10.36 14.85 12.34
JHFunds2 Capital Appreciation Value NAV -1.19 6.39 -0.79 10.31 14.94 ---
Pioneer Classic Balanced Y -2.01 6.33 -2.02 9.72 12.60 9.96
Westwood Income Opportunity A LW -1.01 6.32 -1.41 8.09 10.47 10.26
Westwood Income Opportunity A -1.01 6.32 -1.41 8.09 10.47 10.26
State Farm Balanced -2.03 6.32 -0.79 9.80 9.78 7.99
Prudential Real Assets Z -0.67 6.32 -4.51 3.45 4.17 ---
VY T. Rowe Price Capital Appreciation S2 -1.33 6.29 -0.90 10.16 14.67 12.16
T. Rowe Price Capital Appreciation Adv -1.31 6.20 -0.88 10.03 14.73 12.17
VY T. Rowe Price Capital Appreciation A -1.32 6.12 -0.92 9.96 14.45 11.94
Eaton Vance Balanced I -1.91 6.11 -1.92 9.93 --- ---
Pioneer Classic Balanced A Load Waived -2.02 6.04 -2.02 9.36 12.30 9.62
Pioneer Classic Balanced A -2.02 6.04 -2.02 9.36 12.30 9.62
Prudential Real Assets A Load Waived -0.67 6.02 -4.61 3.20 3.90 ---
Prudential Real Assets A -0.67 6.02 -4.61 3.20 3.90 ---
Eaton Vance Balanced A Load Waived -1.91 5.92 -1.98 9.66 13.15 9.69
Eaton Vance Balanced A -1.91 5.92 -1.98 9.66 13.15 9.69
Transamerica Partners Instl Balanced -1.46 5.76 -1.31 9.52 12.89 11.01
Transamerica Multi-Mgd Balanced I -1.47 5.72 -1.24 9.40 12.54 ---
Fidelity® Puritan® K -2.52 5.71 -1.22 9.55 13.53 11.23
AMG Chicago Equity Partners Bal Instl -2.00 5.69 -1.03 7.83 11.66 10.35
Fidelity® Puritan® -2.54 5.62 -1.24 9.43 13.41 11.11
AMG Chicago Equity Partners Bal Svc -1.96 5.61 -1.00 7.79 --- ---
Prudential Asset Allocation Z -1.91 5.60 -1.56 9.24 12.92 10.79
State Farm Equity & Bond Instl -1.40 5.59 -1.21 8.30 12.00 9.89
George Putnam Balanced R6 -2.06 5.55 -1.39 --- --- ---
AMG Chicago Equity Partners Bal Inv -1.95 5.54 -1.04 7.61 11.40 10.09
Prudential Real Assets C -0.68 5.53 -4.73 2.42 3.16 ---
Transamerica Partners Balanced -1.46 5.51 -1.33 9.20 12.51 10.62
State Farm Equity & Bond R3 -1.32 5.51 -1.23 8.33 11.94 9.82
Fidelity® Balanced K -2.16 5.49 -1.10 9.37 13.19 11.16
George Putnam Balanced Y -2.00 5.47 -1.36 8.84 12.67 10.22
Transamerica Multi-Mgd Balanced A LW -1.51 5.46 -1.32 9.05 12.10 12.96
Transamerica Multi-Mgd Balanced A -1.51 5.46 -1.32 9.05 12.10 12.96
MainStay Balanced I -1.48 5.46 -1.79 8.31 13.61 11.03
George Putnam Balanced R5 -2.06 5.46 -1.36 --- --- ---
Calvert Balanced I -1.41 5.44 -1.30 7.31 11.89 10.25
State Farm Equity & Bond A Legacy LW -1.39 5.42 -1.20 8.09 11.76 9.62
State Farm Equity & Bond A Legacy -1.39 5.42 -1.20 8.09 11.76 9.62
Prudential Real Assets B -0.77 5.42 -4.82 2.42 3.13 ---
MainStay Balanced R1 -1.49 5.41 -1.80 8.21 13.50 10.92
VY Franklin Income I -2.88 5.39 -3.54 7.68 11.66 10.55
State Farm Equity & Bond A Load Waived -1.40 5.37 -1.21 8.07 11.72 9.63
State Farm Equity & Bond A -1.40 5.37 -1.21 8.07 11.72 9.63
Prudential Asset Allocation A LW -1.93 5.37 -1.69 8.93 12.58 10.47
Prudential Asset Allocation A -1.93 5.37 -1.69 8.93 12.58 10.47
Fidelity® Balanced -2.19 5.37 -1.13 9.21 13.06 11.02
Value Line Income & Growth -1.97 5.36 -1.02 9.08 12.23 9.25
MainStay Income Builder I -2.39 5.31 -2.39 7.77 13.68 11.90
Eaton Vance Balanced C -2.01 5.31 -2.16 8.83 12.31 8.89
Pioneer Classic Balanced C -2.13 5.30 -2.23 8.55 11.37 8.72
Columbia Balanced Y -2.30 5.30 -1.69 9.38 --- ---
State Farm Equity & Bond R2 -1.42 5.28 -1.32 7.93 11.60 9.50
Fidelity Advisor® Balanced Z -2.13 5.28 -1.06 9.19 --- ---
Columbia Balanced R5 -2.33 5.28 -1.72 9.35 14.06 ---
MainStay Balanced A Load Waived -1.46 5.27 -1.83 8.06 13.33 10.76
MainStay Balanced A -1.46 5.27 -1.83 8.06 13.33 10.76
Perkins Value Plus Income I -1.14 5.26 -1.37 6.95 10.88 ---
Pioneer Classic Balanced B -2.14 5.22 -2.34 8.40 11.22 8.63
George Putnam Balanced A Load Waived -2.07 5.22 -1.49 8.53 12.39 9.95
George Putnam Balanced A -2.07 5.22 -1.49 8.53 12.39 9.95
Plumb Balanced -2.30 5.20 -1.73 9.57 10.48 8.25
Vanguard Balanced Index I -1.31 5.19 -1.04 8.17 12.24 10.71
MainStay Balanced R2 -1.49 5.19 -1.86 7.95 13.22 10.64
Eaton Vance Balanced B -2.02 5.19 -2.18 8.71 12.30 8.85
Vanguard Balanced Index Adm -1.31 5.18 -1.04 8.16 12.23 10.68
Columbia Balanced R4 -2.34 5.18 -1.73 9.21 --- ---
Vanguard Wellington™ Admiral™ -2.24 5.17 -2.25 8.78 13.17 10.72
Prudential Asset Allocation R -1.93 5.17 -1.75 8.66 12.35 10.21
Calvert Balanced Y -1.43 5.17 -1.34 6.99 --- ---
Perkins Value Plus Income D -1.15 5.16 -1.39 6.82 10.72 ---
Perkins Value Plus Income T -1.23 5.15 -1.43 6.78 10.67 ---
Fidelity Advisor® Balanced I -2.16 5.15 -1.09 8.97 12.92 10.87
Vanguard Balanced Index Signal -1.33 5.14 -1.06 8.15 12.22 10.69
MainStay Balanced Inv -1.47 5.14 -1.87 7.87 13.13 10.56
Columbia Balanced Z -2.30 5.13 -1.72 9.20 13.92 10.90
Vanguard Wellington™ Inv -2.25 5.11 -2.27 8.68 13.08 10.63
VY Franklin Income S -2.99 5.10 -3.64 7.39 11.36 10.25
MainStay Income Builder A Load Waived -2.42 5.10 -2.47 7.51 13.40 11.62
MainStay Income Builder A -2.42 5.10 -2.47 7.51 13.40 11.62
American Beacon Balanced AMR -2.87 5.10 -2.74 8.24 14.16 11.01
State Farm Equity & Bond R1 -1.42 5.08 -1.32 7.72 11.40 9.27
Perkins Value Plus Income S -1.24 5.08 -1.42 6.64 10.44 ---
Vanguard Balanced Index Inv -1.35 5.04 -1.11 7.98 12.06 10.52
Manning & Napier Strategic Inc Modrt I -1.61 5.04 -1.94 6.34 --- ---
Perkins Value Plus Income A Load Waived -1.24 5.02 -1.44 6.64 10.56 ---
Perkins Value Plus Income A -1.24 5.02 -1.44 6.64 10.56 ---
Columbia Balanced K -2.33 5.01 -1.77 9.00 13.75 ---
Calvert Balanced A Load Waived -1.45 5.01 -1.39 6.78 11.34 9.69
Calvert Balanced A -1.45 5.01 -1.39 6.78 11.34 9.69
American Century Balanced Instl -1.82 5.01 -1.58 8.51 12.10 10.49
State Farm Equity & Bond B Legacy -1.39 5.00 -1.39 7.64 11.28 9.18
MainStay Balanced R3 -1.50 4.99 -1.92 7.69 12.94 10.38
Hennessy Equity and Income Institutional -2.48 4.99 -1.54 7.54 10.84 11.06
Putnam Dynamic Asset Allocation Bal R6 -1.69 4.98 -1.45 8.44 --- ---
George Putnam Balanced R -2.07 4.98 -1.56 8.23 12.09 9.67
American Funds Income Fund of Amer R6 -2.67 4.98 -2.54 7.62 12.87 11.30
VY Franklin Income S2 -2.99 4.97 -3.65 7.17 11.20 10.10
Hotchkis & Wiley Capital Income I -2.83 4.96 -2.61 8.80 15.13 ---
JHancock Balanced R6 -1.94 4.95 -1.99 8.22 13.79 ---
American Funds Income Fund of Amer R5 -2.67 4.94 -2.56 7.52 12.82 11.25
MainStay Income Builder Inv -2.47 4.93 -2.47 7.26 13.08 11.29
Fidelity Advisor® Balanced A LW -2.17 4.93 -1.14 8.72 12.61 10.57
Fidelity Advisor® Balanced A -2.17 4.93 -1.14 8.72 12.61 10.57
Columbia Balanced A Load Waived -2.33 4.93 -1.77 8.91 13.63 10.63
Columbia Balanced A -2.33 4.93 -1.77 8.91 13.63 10.63
Putnam Dynamic Asset Allocation Bal Y -1.62 4.92 -1.40 8.42 13.35 10.80
State Farm Equity & Bond B -1.40 4.91 -1.40 7.47 11.05 8.96
American Funds Income Fund of Amer F2 -2.67 4.91 -2.56 7.47 12.75 11.19
Putnam Dynamic Asset Allocation Bal R5 -1.69 4.90 -1.42 8.35 --- ---
VY Franklin Income A -2.99 4.88 -3.66 7.03 11.00 9.84
JHancock Balanced R5 -1.95 4.88 -2.00 8.13 13.70 9.68
Transamerica Multi-Mgd Balanced C -1.54 4.87 -1.50 8.33 11.41 12.30
Manning & Napier Strategic Inc Modrt S -1.61 4.87 -1.92 6.10 --- ---
American Beacon Balanced Instl -2.90 4.87 -2.80 7.92 13.84 10.72
JHancock Balanced I -1.92 4.86 -1.97 8.10 13.69 9.68
CornerCap Balanced -2.29 4.85 -1.62 8.93 11.59 8.51
George Putnam Balanced M -2.09 4.84 -1.57 7.98 11.83 9.40
Scharf Balanced Opportunity Inv -2.98 4.83 -3.01 7.90 --- ---
American Funds Income Fund of Amer 529F1 -2.72 4.82 -2.58 7.42 12.68 11.13
Alger Balanced I-2 -2.01 4.82 -1.53 8.14 8.74 7.56
American Century Balanced Inv -1.82 4.81 -1.63 8.30 11.88 10.26
American Beacon Balanced Y -2.90 4.81 -2.83 7.86 13.74 ---
Hennessy Equity and Income Investor -2.48 4.78 -1.59 7.25 10.57 10.80
Prudential Asset Allocation C -1.99 4.76 -1.87 8.13 11.79 9.70
Franklin Balanced R6 -2.46 4.75 -3.04 6.99 --- ---
Fidelity Advisor® Balanced T -2.17 4.75 -1.19 8.49 12.37 10.35
Franklin Balanced Adv -2.47 4.74 -3.15 6.95 11.17 10.40
Columbia Balanced R -2.37 4.74 -1.86 8.68 13.37 ---
JHancock Balanced R4 -1.95 4.73 -2.00 7.97 13.47 9.42
American Funds Income Fund of Amer A LW -2.72 4.72 -2.61 7.28 12.54 11.00
American Funds Income Fund of Amer A -2.72 4.72 -2.61 7.28 12.54 11.00
Prudential Asset Allocation B -2.05 4.70 -1.87 8.13 11.79 9.70
Timothy Plan Defensive Strategies I -0.26 4.68 -5.32 0.15 --- ---
Hotchkis & Wiley Capital Income A LW -2.77 4.68 -2.60 8.44 15.93 ---
Hotchkis & Wiley Capital Income A -2.77 4.68 -2.60 8.44 15.93 ---
Delaware Dividend Income Instl -2.87 4.66 -3.34 7.59 13.77 11.66
Cavanal Hill Balanced I -1.14 4.66 -1.21 7.09 10.29 9.38
American Funds Income Fund of Amer F1 -2.72 4.66 -2.69 7.20 12.45 10.92
Putnam Dynamic Asset Allocation Bal A LW -1.69 4.65 -1.54 8.09 13.14 10.51
Putnam Dynamic Asset Allocation Bal A -1.69 4.65 -1.54 8.09 13.14 10.51
American Funds Income Fund of Amer 529A -2.72 4.65 -2.64 7.19 12.44 10.89
American Funds Income Fund of Amer 52 LW -2.72 4.65 -2.64 7.19 12.44 10.89
Transamerica Multi-Mgd Balanced B -1.56 4.64 -1.56 8.06 11.11 12.01
JHancock Balanced R2 -1.97 4.64 -2.07 7.83 --- ---
George Putnam Balanced C -2.08 4.63 -1.62 7.75 11.56 9.13
American Funds Income Fund of Amer R4 -2.72 4.62 -2.68 7.16 12.47 10.91
UBS US Allocation P -1.90 4.61 -1.92 8.70 13.12 11.00
JHancock Balanced A Load Waived -1.95 4.61 -2.05 7.80 13.28 9.27
JHancock Balanced A -1.95 4.61 -2.05 7.80 13.28 9.27
Legg Mason Inv Counsel Social Aware I -1.96 4.60 -1.14 8.38 11.31 9.16
Timothy Plan Defensive Strategies A LW -0.26 4.58 -5.31 0.01 0.68 ---
Timothy Plan Defensive Strategies A -0.26 4.58 -5.31 0.01 0.68 ---
Sterling Capital Strategic Allc Bal I -2.51 4.58 -3.14 6.78 9.71 7.86
George Putnam Balanced B -2.15 4.56 -1.69 7.68 11.54 9.11
Cavanal Hill Balanced A Load Waived -1.14 4.55 -1.21 6.91 10.01 ---
Cavanal Hill Balanced A -1.14 4.55 -1.21 6.91 10.01 ---
American Beacon Balanced Inv -2.92 4.55 -2.89 7.59 13.47 10.36
MainStay Balanced C -1.55 4.51 -2.06 7.09 12.28 9.73
MainStay Balanced B -1.55 4.51 -2.06 7.06 12.28 9.73
Franklin Balanced A Load Waived -2.50 4.49 -3.23 6.64 10.86 10.06
Franklin Balanced A -2.50 4.49 -3.23 6.64 10.86 10.06
Cavanal Hill Balanced Inv -1.13 4.47 -1.20 6.83 10.04 9.11
American Beacon Balanced A Load Waived -2.93 4.47 -2.90 7.42 13.29 ---
American Beacon Balanced A -2.93 4.47 -2.90 7.42 13.29 ---
Janus Balanced N -1.49 4.45 -1.21 8.04 --- ---
Delaware Dividend Income A Load Waived -2.88 4.45 -3.40 7.32 13.49 11.38
Delaware Dividend Income A -2.88 4.45 -3.40 7.32 13.49 11.38
Sterling Capital Strategic Allc Bal A LW -2.50 4.42 -3.22 6.57 9.43 7.59
Sterling Capital Strategic Allc Bal A -2.50 4.42 -3.22 6.57 9.43 7.59
Putnam Dynamic Asset Allocation Bal R -1.70 4.42 -1.61 7.81 12.76 10.24
JHancock Balanced R3 -1.95 4.42 -2.10 7.55 13.05 9.04
Hartford Balanced Y -2.69 4.42 -2.46 8.31 12.99 10.51
American Funds Income Fund of Amer 529E -2.73 4.42 -2.70 6.89 12.16 10.60
American Beacon Balanced Adv -2.93 4.41 -2.92 7.43 13.30 10.18
UBS US Allocation A Load Waived -1.90 4.40 -1.98 8.38 12.80 10.68
UBS US Allocation A -1.90 4.40 -1.98 8.38 12.80 10.68
Perkins Value Plus Income C -1.29 4.40 -1.60 5.90 9.90 ---
Hartford Balanced HLS IA -2.50 4.39 -2.34 8.29 13.24 10.59
American Funds Income Fund of Amer R3 -2.77 4.39 -2.76 6.85 12.11 10.57
Legg Mason Inv Counsel Social Aware A LW -1.99 4.36 -1.22 8.11 11.00 8.87
Legg Mason Inv Counsel Social Aware A -1.99 4.36 -1.22 8.11 11.00 8.87
Janus Aspen Balanced Instl -1.49 4.36 -1.20 7.98 13.20 9.79
Janus Balanced I -1.50 4.35 -1.25 7.97 12.94 9.50
Fidelity Advisor® Balanced C -2.22 4.34 -1.33 7.93 11.77 9.75
Calvert Balanced C -1.53 4.34 -1.62 5.92 10.44 8.78
Columbia Balanced C -2.39 4.33 -1.99 8.13 12.79 9.80
Hartford Balanced R5 -2.71 4.32 -2.48 8.25 12.92 10.42
MassMutual Premier Balanced R5 -2.14 4.31 -1.91 7.39 11.81 10.05
Janus Balanced D -1.52 4.31 -1.26 7.88 12.86 9.42
MainStay Income Builder C -2.55 4.30 -2.69 6.47 12.22 10.47
MainStay Income Builder B -2.49 4.29 -2.64 6.51 12.24 10.47
American Funds College 2024 529F1 -1.49 4.29 -1.65 6.53 --- ---
Sextant Core -1.66 4.28 -1.66 5.82 7.64 6.82
Putnam Dynamic Asset Allocation Bal M -1.69 4.28 -1.60 7.58 12.48 9.96
JHancock Balanced R1 -2.02 4.28 -2.18 7.38 12.91 8.93
Columbia Balanced B -2.41 4.27 -1.99 8.07 12.77 9.79
Hilton Yield Plus Institutional -1.76 4.26 -2.18 7.22 --- ---
Janus Balanced T -1.51 4.25 -1.25 7.80 12.76 9.32
Fidelity Advisor® Balanced B -2.22 4.25 -1.34 7.84 11.70 9.68
Delaware Dividend Income R -2.90 4.22 -3.45 7.05 13.20 11.10
American Funds College 2024 529-A LW -1.49 4.21 -1.66 6.33 --- ---
American Funds College 2024 529-A -1.49 4.21 -1.66 6.33 --- ---
Hartford Balanced HLS IB -2.55 4.18 -2.42 8.01 12.96 10.31
American Funds American Balanced R6 -2.38 4.18 -1.75 8.59 13.85 11.94
Janus Balanced A Load Waived -1.50 4.17 -1.28 7.68 12.61 9.20
Janus Balanced A -1.50 4.17 -1.28 7.68 12.61 9.20
MassMutual Premier Balanced Svc -2.13 4.15 -1.92 7.30 11.64 9.90
MFS® Total Return R5 -1.97 4.14 -1.92 7.53 --- ---
American Funds American Balanced R5 -2.37 4.14 -1.76 8.53 13.79 11.88
American Funds Income Fund of Amer B -2.73 4.13 -2.78 6.48 11.70 10.16
Hartford Balanced R4 -2.74 4.11 -2.55 7.91 12.55 10.08
American Funds American Balanced F2 -2.38 4.07 -1.77 8.44 13.72 11.81
American Funds Income Fund of Amer R1 -2.78 4.06 -2.82 6.40 11.63 10.09
MassMutual Premier Balanced Adm -2.21 4.05 -1.98 7.09 11.45 9.70
Janus Balanced S -1.52 4.05 -1.34 7.52 12.47 9.04
American Funds Income Fund of Amer C -2.75 4.05 -2.83 6.46 11.65 10.10
Putnam Dynamic Asset Allocation Bal C -1.73 4.04 -1.69 7.26 12.20 9.68
Hartford Balanced A Load Waived -2.74 4.04 -2.60 7.85 12.48 10.01
Hartford Balanced A -2.74 4.04 -2.60 7.85 12.48 10.01
MFS® Total Return I -1.98 4.03 -2.00 7.39 11.90 9.48
Calvert Balanced B -1.56 4.03 -1.71 5.56 10.14 8.53
American Funds Income Fund of Amer R2 -2.74 4.03 -2.83 6.44 11.66 10.09
MFS® Total Return R4 -1.97 4.02 -1.99 7.39 11.91 9.48
American Funds American Balanced 529F -2.38 4.02 -1.80 8.38 13.62 11.74
Putnam Dynamic Asset Allocation Bal B -1.76 4.00 -1.73 7.23 12.21 9.69
Federated MDT Balanced Instl -2.80 3.97 -2.74 7.75 13.18 9.24
American Funds Income Fund of Amer 529C -2.78 3.97 -2.84 6.34 11.56 10.02
American Funds Income Fund of Amer 529B -2.82 3.97 -2.85 6.32 11.55 10.01
WesMark Balanced -1.94 3.96 -2.05 7.27 9.69 8.91
Sit Balanced -1.61 3.96 -1.20 8.32 10.86 9.24
JHancock Balanced C -2.02 3.96 -2.28 7.00 12.47 8.49
JHancock Balanced B -2.02 3.96 -2.28 7.01 12.48 8.50
Hilton Yield Plus Investor -1.82 3.96 -2.24 6.81 --- ---
Hartford Checks and Balances R5 -2.72 3.95 -2.88 7.79 13.52 9.97
Hartford Checks and Balances I -2.63 3.95 -2.79 7.89 13.55 9.98
American Funds College 2024 529-E -1.50 3.95 -1.74 6.06 --- ---
Pax World Balanced Instl -2.07 3.91 -2.07 6.26 10.56 8.50
Franklin Balanced C -2.58 3.91 -3.34 5.86 10.07 9.31
American Funds American Balanced A LW -2.38 3.91 -1.82 8.22 13.48 11.58
American Funds American Balanced A -2.38 3.91 -1.82 8.22 13.48 11.58
MassMutual Premier Balanced A LW -2.18 3.89 -2.03 6.87 11.21 9.45
MassMutual Premier Balanced A -2.18 3.89 -2.03 6.87 11.21 9.45
Dodge & Cox Balanced -4.00 3.88 -3.26 8.58 16.80 12.09
American Funds American Balanced R4 -2.42 3.88 -1.84 8.18 13.45 11.54
RiverNorth Core Opportunity R -1.90 3.86 -3.58 6.67 11.44 10.08
Timothy Plan Defensive Strategies C -0.36 3.85 -5.47 -0.84 -0.11 ---
Hartford Balanced R3 -2.73 3.85 -2.64 7.61 12.24 9.76
Sterling Capital Strategic Allc Bal C -2.53 3.84 -3.35 5.81 8.60 6.78
MFS® Total Return A Load Waived -2.00 3.84 -2.06 7.13 11.62 9.18
MFS® Total Return A -2.00 3.84 -2.06 7.13 11.62 9.18
MFS® Total Return R3 -1.99 3.83 -2.06 7.12 11.61 9.20
Janus Balanced R -1.54 3.83 -1.39 7.27 12.19 8.77
American Funds American Balanced F1 -2.42 3.83 -1.84 8.13 13.44 11.56
American Beacon Balanced C -2.99 3.82 -3.08 6.65 12.45 ---
American Funds American Balanced 529A LW -2.42 3.81 -1.85 8.14 13.38 11.49
American Funds American Balanced 529A -2.42 3.81 -1.85 8.14 13.38 11.49
Delaware Dividend Income C -2.94 3.80 -3.57 6.52 12.66 10.54
Legg Mason Inv Counsel Social Aware C -2.03 3.78 -1.41 7.35 10.25 8.17
Federated MDT Balanced A Load Waived -2.81 3.78 -2.75 7.52 12.93 8.97
Federated MDT Balanced A -2.81 3.78 -2.75 7.52 12.93 8.97
Sterling Capital Strategic Allc Bal B -2.57 3.77 -3.40 5.72 8.58 6.77
MFS® Total Return 529A Load Waived -2.00 3.76 -2.07 7.10 11.58 9.10
MFS® Total Return 529A -2.00 3.76 -2.07 7.10 11.58 9.10
Hartford Checks and Balances A LW -2.70 3.76 -2.86 7.61 13.24 9.70
Hartford Checks and Balances A -2.70 3.76 -2.86 7.61 13.24 9.70
Pax World Balanced Individual Inv -2.09 3.75 -2.09 6.01 10.29 8.23
UBS US Allocation C -1.97 3.74 -2.18 7.58 11.96 9.84
Hartford Checks and Balances R4 -2.76 3.68 -2.92 7.42 13.16 9.63
Vanguard LifeStrategy Moderate Gr Inv -1.90 3.64 -2.27 5.63 10.42 8.87
MFS® Total Return R2 -2.01 3.63 -2.12 6.90 11.35 8.93
American Funds American Balanced R3 -2.42 3.62 -1.92 7.84 13.12 11.22
American Funds American Balanced 529E -2.42 3.62 -1.91 7.87 13.11 11.20
Vanguard STAR Inv -2.23 3.57 -2.58 6.21 11.84 9.63
Schwab Balanced -1.44 3.57 -0.85 6.81 11.31 9.48
Leuthold Core Investment I -2.25 3.57 -4.18 7.19 10.28 5.90
Mairs & Power Balanced Inv -1.71 3.56 -2.50 6.39 14.16 11.69
Janus Balanced C -1.58 3.52 -1.48 6.86 11.77 8.39
Federated MDT Balanced R -2.82 3.52 -2.87 7.19 12.52 8.51
American Funds College 2024 529-C -1.51 3.52 -1.84 5.56 --- ---
American Funds College 2024 529-B -1.51 3.52 -1.84 5.57 --- ---
New Covenant Balanced Growth -2.01 3.50 -1.66 6.20 10.37 8.45
Leuthold Core Investment Retail -2.25 3.50 -4.20 7.09 10.16 5.79
Advance Capital I Balanced Instl -3.14 3.50 -2.68 6.28 10.96 9.88
Pax World Balanced R -2.12 3.49 -2.20 5.76 10.00 7.96
Hartford Checks and Balances R3 -2.71 3.48 -2.95 7.16 12.85 9.30
Hartford Balanced C -2.76 3.47 -2.71 7.15 11.70 9.23
American Funds College 2027 529F1 -2.23 3.37 -2.46 6.32 --- ---
Intrepid Capital Institutional -2.89 3.36 -2.28 5.06 10.10 ---
Frost Moderate Allocation Instl -2.41 3.36 -2.86 6.19 10.00 7.66
1789 Growth and Income P -2.80 3.35 -5.02 7.57 --- ---
JHancock Lifestyle II Balanced 1 -1.90 3.33 -2.45 --- --- ---
Hartford Balanced B -2.80 3.33 -2.75 6.95 11.53 9.08
Legg Mason Inv Counsel Social Aware B -2.08 3.31 -1.54 6.82 9.76 7.89
JHancock Lifestyle II Balanced R6 -1.92 3.30 -2.47 --- --- ---
American Funds College 2027 529-A LW -2.24 3.29 -2.47 6.11 --- ---
American Funds College 2027 529-A -2.24 3.29 -2.47 6.11 --- ---
USAA First Start Growth -2.94 3.28 -3.29 6.20 11.93 10.17
American Funds American Balanced R1 -2.43 3.28 -1.99 7.38 12.61 10.72
American Funds American Balanced C -2.46 3.27 -2.03 7.37 12.58 10.70
Nationwide HighMark Balanced Instl -1.77 3.26 -1.71 5.52 --- ---
MFS® Total Return R1 -2.06 3.26 -2.20 6.39 10.80 8.38
American Funds American Balanced R2 -2.47 3.26 -2.02 7.41 12.65 10.74
American Funds American Balanced B -2.46 3.26 -2.02 7.43 12.64 10.74
Advance Capital I Balanced Retail -3.15 3.24 -2.74 6.01 10.66 9.60
Nationwide HighMark Balanced InSvc -1.72 3.23 -1.71 5.44 10.14 8.60
Voya Strategic Allocation Moderate I -2.23 3.20 -2.53 5.45 11.32 9.02
American Funds American Balanced 529B -2.45 3.20 -2.01 7.32 12.49 10.61
MFS® Total Return B -2.06 3.19 -2.25 6.30 10.79 8.38
MFS® Total Return C -2.05 3.18 -2.24 6.35 10.80 8.38
BMO Growth Balanced R-6 -2.17 3.18 -2.65 --- --- ---
American Funds Balanced Portfolio R5 -2.36 3.18 -2.28 6.29 --- ---
American Funds American Balanced 529C -2.46 3.17 -2.04 7.32 12.51 10.62
Federated MDT Balanced C -2.85 3.16 -2.97 6.73 12.06 8.15
MFS® Total Return 529C -2.06 3.15 -2.26 6.30 10.73 8.30
MFS® Total Return 529B -2.07 3.15 -2.27 6.31 10.73 8.31
Lord Abbett Multi-Asset Balanced Opp I -2.42 3.15 -3.37 5.13 12.30 9.04
American Funds Balanced Portfolio F2 -2.37 3.15 -2.30 6.17 --- ---
American Funds Balanced Portfolio R6 -2.42 3.14 -2.35 6.26 --- ---
Frost Moderate Allocation A Load Waived -2.40 3.12 -2.93 5.87 9.71 7.36
Frost Moderate Allocation A -2.40 3.12 -2.93 5.87 9.71 7.36
Hartford Checks and Balances C -2.81 3.11 -3.06 6.73 12.38 8.87
American Funds Balanced Portfolio 529F1 -2.39 3.10 -2.32 6.17 --- ---
1789 Growth and Income A Load Waived -2.81 3.10 -5.03 7.31 --- ---
1789 Growth and Income A -2.81 3.10 -5.03 7.31 --- ---
Madison Diversified Income A LW -1.70 3.09 -2.07 5.96 9.56 9.29
Madison Diversified Income A -1.70 3.09 -2.07 5.96 9.56 9.29
Intrepid Capital -2.95 3.08 -2.34 4.80 9.79 9.55
JPMorgan Investor Balanced Select -1.90 3.06 -2.22 5.52 9.84 8.10
Hartford Checks and Balances B -2.83 3.05 -3.08 6.65 12.29 8.80
American Funds College 2027 529-E -2.25 3.05 -2.56 5.81 --- ---
Voya Solution Balanced I -2.23 3.04 -2.70 5.29 11.16 8.78
American Funds Balanced Portfolio A LW -2.35 3.02 -2.35 5.99 --- ---
American Funds Balanced Portfolio A -2.35 3.02 -2.35 5.99 --- ---
TETON Westwood Balanced I -2.00 3.01 -2.20 6.02 10.92 8.54
Voya Strategic Allocation Moderate S -2.24 2.99 -2.54 5.18 11.01 8.74
Lord Abbett Multi-Asset Balanced Opp F -2.43 2.99 -3.40 4.95 12.16 8.94
American Funds Balanced Portfolio R4 -2.36 2.99 -2.36 5.93 --- ---
Nationwide HighMark Balanced A LW -1.72 2.98 -1.78 5.19 9.87 8.32
Nationwide HighMark Balanced A -1.72 2.98 -1.78 5.19 9.87 8.32
Nuveen Strategy Balanced Allc I -2.48 2.96 -3.22 5.22 10.43 8.60
American Funds Balanced Portfolio F1 -2.37 2.96 -2.37 5.91 --- ---
Voya Balanced I -2.40 2.95 -2.67 5.13 11.28 9.39
American Funds Balanced Portfolio 529A -2.37 2.95 -2.37 5.89 --- ---
American Funds Balanced Portfolio 529 LW -2.37 2.95 -2.37 5.89 --- ---
JPMorgan Diversified Instl -2.21 2.94 -2.83 5.44 12.52 10.08
RidgeWorth Moderate Allocation Strat I -1.65 2.91 -2.16 5.46 9.44 7.95
American Century Strat Allc: Mod R6 -2.13 2.91 -2.71 5.11 --- ---
Thrivent Balanced Income Plus I -1.83 2.90 -2.05 5.54 12.20 10.23
American Century One Choice® Mod Inv -2.15 2.89 -2.73 5.23 10.95 9.28
JPMorgan Investor Balanced A LW -1.90 2.88 -2.28 5.28 9.59 7.84
JPMorgan Investor Balanced A -1.90 2.88 -2.28 5.28 9.59 7.84
Lord Abbett Multi-Asset Balanced Opp A -2.44 2.87 -3.43 4.79 11.98 8.75
Lord Abbett Multi-Asset Balanced Op A LW -2.44 2.87 -3.43 4.79 11.98 8.75
Fidelity Asset Manager® 50% -1.68 2.87 -2.22 4.73 9.51 8.32
Fidelity Advisor Asset Manager® 50% I -1.64 2.84 -2.17 4.70 9.47 8.28
RidgeWorth Moderate Allocation Strat A -1.66 2.83 -2.25 5.27 9.25 7.72
RidgeWorth Moderate Allocation Stra A LW -1.66 2.83 -2.25 5.27 9.25 7.72
TETON Westwood Balanced AAA -2.00 2.82 -2.26 5.75 10.67 8.28
Innovator Matrix Income® Institutional -2.30 2.82 -7.05 3.12 --- ---
Voya Retirement Moderate Growth I -2.17 2.81 -2.75 4.66 10.49 8.59
American Century Strat Allc: Mod Instl -2.13 2.80 -2.75 4.95 10.74 9.11
Rainier Balanced Institutional -1.78 2.78 -1.34 6.83 10.28 8.61
QS Legg Mason Dynamic Multi-Strategy A -2.67 2.78 -3.20 5.41 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -2.67 2.78 -3.20 5.41 --- ---
Voya Solution Balanced S -2.27 2.76 -2.72 4.95 10.89 8.51
Nuveen Strategy Balanced Allc A LW -2.54 2.76 -3.27 4.96 10.13 8.32
Nuveen Strategy Balanced Allc A -2.54 2.76 -3.27 4.96 10.13 8.32
Osterweis Strategic Investment -1.92 2.75 -3.10 5.97 15.24 ---
JPMorgan Diversified Sel -2.28 2.75 -2.90 5.18 12.24 9.81
Voya Solution Balanced S2 -2.27 2.74 -2.68 4.94 10.74 ---
Principal SAM Balanced Inst -2.27 2.72 -2.69 5.19 11.39 9.73
Lord Abbett Multi-Asset Balanced Opp P -2.47 2.72 -3.49 4.67 11.80 8.59
Voya Balanced S -2.48 2.71 -2.75 4.82 10.95 9.12
JPMorgan Investor Growth & Income Sel -2.64 2.70 -2.98 6.05 12.17 9.61
Invesco Moderate Allocation Y -2.10 2.70 -3.46 3.19 9.44 8.47
ICON Risk-Managed Balanced S -0.88 2.70 -0.73 3.26 8.22 6.34
American Funds Balanced Portfolio 529E -2.43 2.70 -2.51 5.62 --- ---
USAA Cornerstone Moderate -2.29 2.69 -3.29 4.09 8.74 7.83
Lord Abbett Multi-Asset Balanced Opp R3 -2.47 2.69 -3.50 4.62 11.73 8.50
ESG Managers® Balanced Port Inst -2.11 2.69 -2.76 5.11 10.37 ---
Innovator Matrix Income® A Load Waived -2.32 2.68 -7.10 2.83 --- ---
Innovator Matrix Income® A -2.32 2.68 -7.10 2.83 --- ---
American Funds Balanced Portfolio R3 -2.44 2.68 -2.44 5.62 --- ---
Dreyfus Balanced Opportunity J -2.71 2.67 -2.06 6.46 12.73 9.70
Dreyfus Balanced Opportunity I -2.71 2.67 -2.06 6.44 12.78 9.78
Invesco Moderate Allocation R5 -2.16 2.66 -3.51 3.25 9.44 8.47
Touchstone Balanced Allocation Instl -2.01 2.65 -2.62 4.35 9.40 7.96
Fidelity Advisor Asset Manager® 50% A LW -1.70 2.65 -2.24 4.44 9.18 7.99
Fidelity Advisor Asset Manager® 50% A -1.70 2.65 -2.24 4.44 9.18 7.99
Dreyfus Balanced Opportunity Z -2.72 2.64 -2.07 6.38 12.55 9.56
Columbia Capital Allocation Moderate Y -1.87 2.63 -1.96 4.90 --- ---
Voya Solution Balanced A -2.29 2.62 -2.74 4.74 10.64 8.13
Great-West Moderate Profile II Init -1.88 2.62 -2.66 4.67 10.52 8.38
Columbia Capital Allocation Moderate R5 -1.88 2.62 -1.96 4.87 --- ---
American Funds College 2027 529-B -2.26 2.62 -2.65 5.33 --- ---
USAA Cornerstone Moderately Agrsv -2.81 2.61 -3.98 3.91 8.64 7.32
TETON Westwood Balanced A Load Waived -1.99 2.61 -2.30 5.54 10.41 8.02
TETON Westwood Balanced A -1.99 2.61 -2.30 5.54 10.41 8.02
T. Rowe Price Personal Strat Balanced -2.27 2.60 -3.04 5.12 11.94 9.98
Principal SAM Balanced R5 -2.28 2.60 -2.70 5.00 11.13 9.48
Fidelity Asset Manager® 60% -2.22 2.60 -2.80 4.86 10.71 8.89
Fidelity Advisor Asset Manager® 60% I -2.14 2.60 -2.72 4.84 10.63 8.85
Nuveen Strategy Balanced Allc R3 -2.54 2.59 -3.37 4.72 9.88 8.06
JPMorgan Diversified A Load Waived -2.23 2.59 -2.90 4.94 11.97 9.54
JPMorgan Diversified A -2.23 2.59 -2.90 4.94 11.97 9.54
Great-West Moderate Profile I Init -1.91 2.59 -2.63 4.55 10.38 8.24
Wells Fargo Advantage Growth Balanced Ad -2.20 2.57 -2.36 5.67 13.60 10.81
T. Rowe Price Balanced -2.45 2.57 -3.06 5.48 11.89 9.89
Sentinel Balanced I -3.10 2.57 -2.58 6.09 11.64 10.12
Victory Balanced I -3.28 2.56 -2.64 6.11 12.78 9.28
Touchstone Balanced Allocation Y -2.08 2.56 -2.69 4.25 9.39 7.94
Outfitter -2.27 2.55 -2.51 3.35 --- ---
Lord Abbett Multi-Asset Balanced Opp R2 -2.52 2.55 -3.55 4.42 11.61 8.42
Rainier Balanced Original -1.80 2.54 -1.49 6.54 9.97 8.33
Great-West Moderate Profile II L -1.87 2.54 -2.61 4.50 10.26 ---
American Funds College 2027 529-C -2.34 2.54 -2.73 5.28 --- ---
1789 Growth and Income C -2.84 2.54 -5.22 6.56 10.73 ---
Thrivent Moderate Allocation I -2.10 2.53 -2.62 4.57 10.28 8.78
Thrivent Balanced Income Plus A LW -1.92 2.52 -2.21 5.12 11.71 9.72
Thrivent Balanced Income Plus A -1.92 2.52 -2.21 5.12 11.71 9.72
Columbia Capital Allocation Moderate Z -1.83 2.52 -2.00 4.71 9.83 ---
American Century Strat Allc: Mod Inv -2.13 2.52 -2.80 4.74 10.52 8.90
Invesco Moderate Allocation S -2.14 2.51 -3.58 3.04 9.25 8.29
Buffalo Flexible Income -3.09 2.51 -3.65 4.95 10.66 10.27
Principal SAM Balanced A Load Waived -2.33 2.50 -2.80 4.85 11.02 9.37
Principal SAM Balanced A -2.33 2.50 -2.80 4.85 11.02 9.37
ESG Managers® Balanced Port A LW -2.11 2.50 -2.77 4.85 10.11 ---
ESG Managers® Balanced Port A -2.11 2.50 -2.77 4.85 10.11 ---
Delaware Foundation Moderate Allc I -2.03 2.50 -3.24 3.93 9.81 8.18
Nationwide HighMark Balanced C -1.79 2.49 -1.96 4.56 9.21 7.67
JPMorgan Investor Growth & Income A LW -2.66 2.49 -3.00 5.85 11.90 9.33
JPMorgan Investor Growth & Income A -2.66 2.49 -3.00 5.85 11.90 9.33
ICON Risk-Managed Balanced A LW -0.96 2.49 -0.74 3.06 7.94 6.08
ICON Risk-Managed Balanced A -0.96 2.49 -0.74 3.06 7.94 6.08
Columbia Capital Allocation Moderate R4 -1.85 2.49 -2.01 4.70 --- ---
Voya Retirement Moderate Growth A -2.16 2.48 -2.81 4.24 10.07 8.17
Dreyfus Balanced Opportunity A LW -2.76 2.48 -2.15 6.21 12.50 9.49
Dreyfus Balanced Opportunity A -2.76 2.48 -2.15 6.21 12.50 9.49
Principal SAM Balanced J -2.32 2.47 -2.80 4.90 11.05 9.33
Manning & Napier Pro-Blend Extnd Term I -3.59 2.45 -5.49 3.86 10.72 9.04
JPMorgan Investor Balanced C -1.92 2.45 -2.37 4.73 9.01 7.27
Principal SAM Balanced R4 -2.31 2.44 -2.79 4.82 10.98 9.34
JPMorgan Investor Balanced B -1.91 2.44 -2.35 4.74 9.01 7.27
Columbia Flexible Capital Income R5 -2.57 2.44 -4.21 5.17 --- ---
Madison Diversified Income C -1.82 2.43 -2.24 5.15 --- ---
Madison Diversified Income B -1.75 2.43 -2.24 5.23 8.77 8.49
Invesco Moderate Allocation A LW -2.09 2.43 -3.52 2.93 9.16 8.19
Invesco Moderate Allocation A -2.09 2.43 -3.52 2.93 9.16 8.19
Calamos Growth & Income I -2.78 2.43 -3.06 5.26 8.79 8.13
Great-West SecureFoundation® Bal ETF A -1.80 2.42 -2.43 4.38 --- ---
Great-West SecureFoundation® Bal ET A LW -1.80 2.42 -2.43 4.38 --- ---
First Investors Total Return Instl -2.39 2.42 -2.58 6.22 --- ---
Columbia Flexible Capital Income I -2.66 2.42 -4.22 5.09 12.88 ---
PNC Balanced Allocation I -1.89 2.41 -2.55 4.47 10.91 8.65
Madison Moderate Allocation A LW -1.97 2.40 -2.45 5.21 9.63 7.86
Madison Moderate Allocation A -1.97 2.40 -2.45 5.21 9.63 7.86
Great-West SecureFoundation® Balanced G -1.79 2.40 -2.34 4.36 10.45 ---
Columbia Capital Allocation Moderate K -1.87 2.40 -2.04 4.55 9.64 8.48
Jamestown Balanced -3.56 2.39 -3.30 7.21 12.18 9.50
Fidelity Advisor Asset Manager® 50% T -1.72 2.39 -2.31 4.15 8.92 7.72
Wells Fargo Advantage Growth Balanced A -2.20 2.38 -2.43 5.41 13.32 10.54
Wells Fargo Advantage Growth Balanc A LW -2.20 2.38 -2.43 5.41 13.32 10.54
Victory Balanced A Load Waived -3.31 2.38 -2.65 5.88 12.50 8.83
Victory Balanced A -3.31 2.38 -2.65 5.88 12.50 8.83
Touchstone Balanced Allocation A LW -2.07 2.37 -2.75 3.99 9.10 7.66
Touchstone Balanced Allocation A -2.07 2.37 -2.75 3.99 9.10 7.66
FPA Crescent -2.53 2.37 -3.60 6.56 11.97 10.21
Columbia Flexible Capital Income Z -2.66 2.37 -4.25 5.02 12.76 ---
AllianzGI Income & Growth Institutional -2.26 2.36 -3.10 5.81 11.52 10.49
Great-West SecureFoundation® Balanced G1 -1.77 2.34 -2.40 4.29 10.35 ---
Fidelity Advisor Asset Manager® 60% A LW -2.15 2.34 -2.82 4.55 10.36 8.57
Fidelity Advisor Asset Manager® 60% A -2.15 2.34 -2.82 4.55 10.36 8.57
Columbia Flexible Capital Income R4 -2.65 2.34 -4.22 5.07 --- ---
American Century Strat Allc: Mod A LW -2.14 2.34 -2.86 4.50 10.28 8.65
American Century Strat Allc: Mod A -2.14 2.34 -2.86 4.50 10.28 8.65
First Investors Total Return Adv -2.40 2.33 -2.60 5.95 --- ---
American Funds Balanced Portfolio B -2.48 2.33 -2.55 5.15 --- ---
Columbia Capital Allocation Moderate A -1.89 2.32 -2.06 4.44 9.54 8.39
Columbia Capital Allocation Moderat A LW -1.89 2.32 -2.06 4.44 9.54 8.39
American Funds Balanced Portfolio C -2.47 2.32 -2.61 5.09 --- ---
Sentinel Balanced A Load Waived -3.16 2.30 -2.69 5.79 11.43 9.98
Sentinel Balanced A -3.16 2.30 -2.69 5.79 11.43 9.98
American Funds Balanced Portfolio R1 -2.47 2.30 -2.54 5.21 --- ---
RidgeWorth Moderate Allocation Strat C -1.76 2.29 -2.45 4.58 8.56 7.01
Principal SAM Balanced R3 -2.31 2.29 -2.79 4.69 10.79 9.14
Thrivent Moderate Allocation A LW -2.12 2.28 -2.71 4.23 9.90 8.41
Thrivent Moderate Allocation A -2.12 2.28 -2.71 4.23 9.90 8.41
TETON Westwood Balanced C -2.04 2.28 -2.41 5.03 9.86 7.48
Lord Abbett Multi-Asset Balanced Opp B -2.51 2.28 -3.63 3.99 11.18 7.98
Manning & Napier Pro-Blend Extnd Term S -3.62 2.27 -5.51 3.59 10.44 8.78
American Funds Balanced Portfolio R2 -2.47 2.27 -2.54 5.11 --- ---
AllianzGI Income & Growth P -2.35 2.27 -3.12 5.65 11.42 10.37
Lord Abbett Multi-Asset Balanced Opp C -2.52 2.25 -3.63 4.05 11.20 7.98
Delaware Foundation Moderate Allc A LW -2.03 2.25 -3.30 3.67 9.55 7.93
Delaware Foundation Moderate Allc A -2.03 2.25 -3.30 3.67 9.55 7.93
American Funds Balanced Portfolio 529C -2.49 2.25 -2.57 5.06 --- ---
Invesco Moderate Allocation R -2.16 2.24 -3.60 2.68 8.89 7.93
American Funds Balanced Portfolio 529B -2.48 2.24 -2.55 5.04 --- ---
Dunham Appreciation & Income N -3.48 2.23 -4.01 5.43 8.78 8.09
Calamos Growth & Income A Load Waived -2.79 2.23 -3.13 5.00 8.52 7.86
Calamos Growth & Income A -2.79 2.23 -3.13 5.00 8.52 7.86
American Century Strat Allc: Mod R -2.27 2.22 -2.93 4.16 9.95 8.38
Great-West SecureFoundation® Balanced L -1.81 2.21 -2.43 4.13 10.17 ---
PNC Balanced Allocation A Load Waived -1.95 2.20 -2.61 4.26 10.58 8.36
PNC Balanced Allocation A -1.95 2.20 -2.61 4.26 10.58 8.36
New Century Balanced -2.62 2.19 -3.26 4.54 10.30 8.34
Victory Balanced R -3.27 2.17 -2.72 5.58 12.16 8.48
Principal SAM Balanced R2 -2.35 2.17 -2.84 4.44 10.59 8.93
AllianceBern Balance Wealth Strat I -2.62 2.16 -3.64 3.75 9.39 7.37
AllianceBern Balance Wealth Strat Adv -2.61 2.15 -3.63 3.73 9.40 7.40
Nuveen Strategy Balanced Allc C -2.59 2.13 -3.42 4.22 9.33 7.53
JPMorgan Diversified C -2.29 2.13 -3.09 4.35 11.39 8.99
Columbia Flexible Capital Income W -2.66 2.13 -4.32 4.70 12.49 ---
ASTON/Montag & Caldwell Balanced I -0.78 2.13 -1.50 5.63 8.94 7.76
JPMorgan Diversified B -2.29 2.12 -3.02 4.37 11.40 8.99
JHancock Lifestyle Balanced R6 -2.53 2.12 -3.14 4.33 10.86 ---
JHancock Lifestyle Balanced 5 -2.53 2.12 -3.14 4.35 10.88 8.99
AllianzGI Income & Growth A Load Waived -2.30 2.10 -3.11 5.49 11.13 10.12
AllianzGI Income & Growth A -2.30 2.10 -3.11 5.49 11.13 10.12
Columbia Flexible Capital Income A LW -2.66 2.09 -4.31 4.76 12.50 ---
Columbia Flexible Capital Income A -2.66 2.09 -4.31 4.76 12.50 ---
JHancock Lifestyle Balanced 1 -2.54 2.08 -3.15 4.30 10.83 8.92
Manning & Napier Pro-Blend Extnd Term R -3.68 2.07 -5.60 3.37 10.18 ---
First Investors Total Return A LW -2.45 2.07 -2.70 5.75 12.35 10.33
First Investors Total Return A -2.45 2.07 -2.70 5.75 12.35 10.33
Fidelity Advisor Asset Manager® 60% T -2.24 2.07 -2.91 4.24 10.07 8.29
Nuveen Strategy Growth Allocation I -3.30 2.06 -4.23 4.94 11.66 9.18
Fidelity Asset Manager® 70% -2.79 2.05 -3.46 4.81 11.86 9.57
Fidelity Advisor Asset Manager® 70% I -2.78 2.05 -3.46 4.77 11.84 9.53
Delaware Foundation Moderate Allc R -2.11 2.05 -3.37 3.40 9.25 7.64
Columbia Capital Allocation Moderate R -1.88 2.05 -2.12 4.11 9.27 ---
Dunham Appreciation & Income A LW -3.49 2.04 -4.02 5.17 8.50 7.82
Dunham Appreciation & Income A -3.49 2.04 -4.02 5.17 8.50 7.82
JPMorgan Investor Growth & Income C -2.73 2.03 -3.13 5.25 11.30 8.76
JHancock Lifestyle Balanced R5 -2.54 2.02 -3.15 4.22 10.76 8.86
BNY Mellon Asset Allocation M -2.65 2.02 -2.93 4.22 9.65 7.38
Principal SAM Balanced R1 -2.36 2.01 -2.90 4.31 10.45 8.79
Fidelity Advisor Asset Manager® 50% B -1.73 2.01 -2.38 3.70 8.36 7.17
AllianzGI Income & Growth D -2.29 2.01 -3.17 5.38 11.15 10.10
Oppenheimer Moderate Inv Y -2.28 2.00 -3.08 4.23 9.72 8.37
JPMorgan Investor Growth & Income B -2.75 2.00 -3.20 5.20 11.29 8.74
ASTON/Montag & Caldwell Balanced N -0.82 2.00 -1.52 5.51 8.82 7.62
Calamos Growth & Income R -2.84 1.99 -3.18 4.74 8.24 7.59
Fidelity Advisor Asset Manager® 50% C -1.79 1.97 -2.44 3.61 8.34 7.18
Columbia Capital Allocation Mod Agrsv Y -2.41 1.97 -2.49 4.83 --- ---
Columbia Capital Allocation Mod Agrsv R5 -2.39 1.96 -2.47 4.75 --- ---
SEI Aggressive Strategy A (SAAT) -2.88 1.94 -3.96 4.15 12.34 9.73
AllianceBern Balance Wealth Strat A LW -2.63 1.93 -3.65 3.42 9.07 7.06
AllianceBern Balance Wealth Strat A -2.63 1.93 -3.65 3.42 9.07 7.06
Disciplined Growth Investors -1.60 1.92 1.04 6.90 14.21 ---
ICON Risk-Managed Balanced C -1.04 1.91 -0.96 2.27 7.16 5.28
TIAA-CREF Managed Allc Inst -2.29 1.90 -2.76 4.26 11.27 9.50
Capital Guardian Core Balanced Instl -2.11 1.90 -3.69 --- --- ---
Columbia Flexible Capital Income R -2.66 1.89 -4.37 4.47 12.20 ---
BNY Mellon Asset Allocation Inv -2.58 1.89 -2.91 4.01 9.38 7.12
JHancock Lifestyle Balanced R4 -2.53 1.88 -3.20 4.02 10.53 8.59
Calamos Growth & Income B -2.86 1.88 -3.27 4.62 8.12 7.29
Dreyfus Balanced Opportunity C -2.81 1.87 -2.33 5.43 11.63 8.67
American Century Strat Allc: Mod C -2.27 1.87 -3.05 3.64 9.44 7.85
American Century Strat Allc: Mod B -2.14 1.87 -3.05 3.79 9.46 7.86
AllianceBern Balance Wealth Strat K -2.64 1.86 -3.66 3.36 9.03 7.01
Principal SAM Balanced C -2.36 1.84 -2.96 4.08 10.19 8.56
ESG Managers® Balanced Port C -2.22 1.84 -2.97 4.03 9.29 ---
Virtus Balanced A Load Waived -3.00 1.83 -4.82 4.66 9.94 8.91
Virtus Balanced A -3.00 1.83 -4.82 4.66 9.94 8.91
Nuveen Strategy Growth Allocation A LW -3.39 1.83 -4.33 4.62 11.37 8.88
Nuveen Strategy Growth Allocation A -3.39 1.83 -4.33 4.62 11.37 8.88
Russell LifePoints Balanced Strategy R1 -2.48 1.82 -3.55 3.31 8.87 7.72
Praxis Genesis Balanced A Load Waived -2.12 1.82 -2.62 4.07 9.30 ---
Praxis Genesis Balanced A -2.12 1.82 -2.62 4.07 9.30 ---
Columbia Capital Allocation Mod Agrsv Z -2.44 1.81 -2.52 4.59 10.93 9.44
Madison Moderate Allocation B -1.98 1.80 -2.70 4.36 8.79 7.07
JHancock Lifestyle Balanced A LW -2.56 1.80 -3.22 3.90 10.36 8.46
JHancock Lifestyle Balanced A -2.56 1.80 -3.22 3.90 10.36 8.46
Fidelity Advisor Asset Manager® 70% A LW -2.79 1.80 -3.51 4.49 11.53 9.22
Fidelity Advisor Asset Manager® 70% A -2.79 1.80 -3.51 4.49 11.53 9.22
Dreyfus Moderate Allocation -2.31 1.80 -2.92 3.47 9.13 7.65
Columbia Capital Allocation Mod Agrsv R4 -2.50 1.80 -2.50 4.65 --- ---
AllianzGI Income & Growth R -2.37 1.80 -3.20 5.16 10.87 ---
Principal SAM Balanced B -2.39 1.79 -2.99 4.02 10.10 8.47
Columbia Capital Allocation Mod Agrsv K -2.48 1.79 -2.55 4.46 --- ---
Wells Fargo Advantage Growth Balanced B -2.26 1.78 -2.60 4.63 12.46 9.71
Invesco Moderate Allocation C -2.22 1.78 -3.74 2.17 8.32 7.37
Invesco Moderate Allocation B -2.22 1.78 -3.74 2.16 8.34 7.39
Pioneer Ibbotson Moderate Allocation Y -2.69 1.77 -3.51 3.98 9.72 8.06
GE Instl Strategic Investment Inv -2.63 1.76 -2.84 4.11 10.56 7.74
Elfun Diversified -2.70 1.76 -2.93 4.06 10.51 7.79
Calvert Moderate Allocation A LW -1.99 1.76 -2.62 4.00 10.92 8.58
Calvert Moderate Allocation A -1.99 1.76 -2.62 4.00 10.92 8.58
Wells Fargo Advantage Growth Balanced C -2.27 1.75 -2.62 4.62 12.47 9.70
Victory Balanced C -3.39 1.75 -2.90 5.08 11.68 8.01
Russell LifePoints Balanced Strategy S -2.48 1.75 -3.55 3.12 8.72 7.57
Franklin Moderate Allocation Advisor -2.28 1.75 -2.28 3.96 8.72 7.50
MFS® Moderate Allocation I -1.85 1.74 -2.94 3.61 9.90 9.17
Oppenheimer Moderate Inv A Load Waived -2.30 1.72 -3.19 3.93 9.45 8.07
Oppenheimer Moderate Inv A -2.30 1.72 -3.19 3.93 9.45 8.07
Fidelity Advisor Asset Manager® 60% C -2.27 1.72 -3.03 3.83 9.51 7.75
Touchstone Balanced Allocation C -2.19 1.71 -2.94 3.21 8.29 6.86
TIAA-CREF Managed Allc R -2.35 1.71 -2.82 4.01 11.00 9.23
SEI Aggressive Strategy I (SAAT) -2.94 1.71 -4.12 3.83 12.02 9.45
PNC Balanced Allocation C -1.97 1.71 -2.78 3.51 9.83 7.55
Madison Moderate Allocation C -2.06 1.71 -2.70 4.36 8.79 7.04
Tributary Balanced Instl Plus -2.94 1.70 -3.37 5.14 11.31 ---
Prudential Moderate Allocation Z -2.60 1.70 -3.41 3.53 10.08 8.30
MFS® Moderate Allocation R4 -1.88 1.70 -2.97 3.53 9.90 9.16
LK Balanced Institutional -4.54 1.70 -5.30 4.62 --- ---
Fidelity Advisor Asset Manager® 60% B -2.24 1.70 -2.99 3.80 9.51 7.75
Nuveen Strategy Growth Allocation R3 -3.36 1.69 -4.31 4.39 11.12 8.62
JHancock Lifestyle Balanced R2 -2.54 1.69 -3.27 3.77 --- ---
TIAA-CREF Lifestyle Moderate Instl -2.36 1.68 -2.81 4.07 --- ---
Columbia Capital Allocation Moderate C -1.93 1.68 -2.26 3.60 8.73 7.57
Columbia Capital Allocation Moderate B -1.92 1.68 -2.17 3.68 8.76 7.58
TIAA-CREF Lifestyle Moderate Premier -2.31 1.66 -2.76 3.99 --- ---
Sentinel Balanced C -3.19 1.66 -2.86 4.95 10.55 9.09
Schwab MarketTrack Balanced Investor -1.86 1.66 -2.52 3.86 9.99 8.38
Fidelity Advisor Asset Manager® 70% T -2.80 1.66 -3.56 4.28 11.25 8.95
Delaware Foundation Moderate Allc C -2.11 1.66 -3.49 2.92 8.72 7.11
MassMutual RetireSMART Moderate Svc -1.95 1.65 -3.18 3.29 9.77 ---
MassMutual RetireSMART Moderate R5 -1.95 1.65 -3.19 3.31 9.76 ---
Manning & Napier Pro-Blend Extnd Term C -3.72 1.65 -5.67 2.85 9.63 ---
AllianceBern Balance Wealth Strat R -2.64 1.64 -3.75 3.10 8.69 6.71
TIAA-CREF Managed Allc Retail -2.43 1.62 -2.89 3.99 11.01 9.24
Columbia Capital Allocation Mod Agrsv A -2.43 1.62 -2.58 4.33 10.68 9.18
Columbia Capital Allocation Mod Agr A LW -2.43 1.62 -2.58 4.33 10.68 9.18
Russell LifePoints Balanced Strategy R4 -2.49 1.61 -3.66 3.05 8.60 7.45
Columbia Flexible Capital Income C -2.67 1.61 -4.44 3.99 11.69 ---
Timothy Plan Growth & Income I -2.08 1.60 -3.39 5.66 --- ---
Calamos Growth & Income C -2.87 1.60 -3.30 4.23 7.70 7.05
Columbia Capital Allocation Mod Agrsv T -2.43 1.59 -2.58 4.36 10.62 ---
Nationwide Inv Dest Mod I -2.04 1.58 -3.13 3.28 9.73 8.10
Russell LifePoints Balanced Strategy A -2.42 1.55 -3.59 2.96 8.47 7.33
Russell LifePoints Balanced Strateg A LW -2.42 1.55 -3.59 2.96 8.47 7.33
Pioneer Ibbotson Moderate Allocation A -2.80 1.55 -3.63 3.63 9.36 7.70
Pioneer Ibbotson Moderate Allocatio A LW -2.80 1.55 -3.63 3.63 9.36 7.70
MassMutual RetireSMART Moderate Admin -1.95 1.55 -3.18 3.12 9.69 ---
Oppenheimer Moderate Inv R -2.31 1.54 -3.21 3.67 9.18 7.79
Tributary Balanced Instl -2.93 1.53 -3.36 4.90 11.11 11.45
VALIC Company I Asset Allocation -2.96 1.52 -3.79 4.77 10.71 9.39
MFS® Moderate Allocation R3 -1.89 1.52 -2.94 3.36 9.62 8.90
Transamerica Asset Allc Mod Gr I -2.44 1.51 -2.44 4.78 11.50 ---
TIAA-CREF Lifestyle Moderate Retirement -2.34 1.51 -2.86 3.83 --- ---
MFS® Moderate Allocation A Load Waived -1.88 1.51 -2.97 3.34 9.62 8.89
MFS® Moderate Allocation A -1.88 1.51 -2.97 3.34 9.62 8.89
JHancock Lifestyle Balanced R3 -2.58 1.51 -3.31 3.60 10.09 8.19
Virtus Tactical Allocation A LW -3.43 1.50 -5.52 4.70 10.58 9.02
Virtus Tactical Allocation A -3.43 1.50 -5.52 4.70 10.58 9.02
Timothy Plan Growth & Income A LW -2.17 1.50 -3.57 5.47 --- ---
Timothy Plan Growth & Income A -2.17 1.50 -3.57 5.47 --- ---
Franklin Moderate Allocation A LW -2.34 1.50 -2.40 3.71 8.43 7.24
Franklin Moderate Allocation A -2.34 1.50 -2.40 3.71 8.43 7.24
VALIC Company II Moderate Gr Lifestyle -2.61 1.49 -3.49 3.79 10.79 9.68
MFS® Moderate Allocation 529A LW -1.90 1.49 -3.00 3.31 9.56 8.82
MFS® Moderate Allocation 529A -1.90 1.49 -3.00 3.31 9.56 8.82
JHancock Lifestyle Balanced R1 -2.55 1.49 -3.34 3.48 9.95 8.08
TIAA-CREF Lifestyle Moderate Retail -2.35 1.48 -2.80 3.80 --- ---
Ascendant Balanced I -2.83 1.48 -3.67 4.41 10.12 ---
AllianzGI Income & Growth C -2.33 1.48 -3.31 4.68 10.34 9.29
Russell LifePoints Balanced Strategy E -2.49 1.46 -3.65 2.85 8.42 7.29
MainStay Moderate Allocation I -2.87 1.46 -3.07 4.50 11.86 9.47
GE Instl Strategic Investment Svc -2.72 1.46 -3.01 3.81 10.24 7.35
Vantagepoint Model Port Tradtnl Gr TM -2.12 1.44 -3.11 3.93 --- ---
First Investors Total Return B -2.47 1.44 -2.87 4.98 11.52 9.54
Prudential Moderate Allocation A LW -2.60 1.42 -3.48 3.22 9.80 8.05
Prudential Moderate Allocation A -2.60 1.42 -3.48 3.22 9.80 8.05
Russell LifePoints Balanced Strategy R5 -2.57 1.40 -3.73 2.76 8.35 7.18
QS Legg Mason Lifestyle Allocation 70% I -3.35 1.38 -3.86 4.68 12.60 10.31
Eudora 0.10 1.38 -2.55 1.21 --- ---
Dunham Appreciation & Income C -3.64 1.38 -4.27 4.33 7.68 6.99
PL Port Optimization Moderate Adv -2.35 1.37 -2.96 3.26 --- ---
SunAmerica Focused Balanced Strategy A -2.47 1.36 -2.84 4.09 8.79 7.21
SunAmerica Focused Balanced Strateg A LW -2.47 1.36 -2.84 4.09 8.79 7.21
MassMutual RetireSMART Moderate A LW -1.95 1.36 -3.18 2.89 9.39 ---
MassMutual RetireSMART Moderate A -1.95 1.36 -3.18 2.89 9.39 ---
Columbia Capital Allocation Mod Agrsv R -2.49 1.35 -2.64 4.07 10.38 8.90
AllianceBern Balance Wealth Strat C -2.66 1.35 -3.83 2.77 8.30 6.33
AllianceBern Balance Wealth Strat B -2.66 1.35 -3.84 2.76 8.30 6.31
Franklin Moderate Allocation R -2.35 1.32 -2.47 3.46 8.17 6.96
Fidelity® Global Strategies -2.07 1.32 -3.28 2.24 7.37 6.46
Fidelity Advisor® Global Strategies I -2.07 1.32 -3.28 2.24 7.37 6.46
Transamerica Asset Allc Mod Gr A LW -2.50 1.30 -2.57 4.45 11.13 8.44
Transamerica Asset Allc Mod Gr A -2.50 1.30 -2.57 4.45 11.13 8.44
Nationwide Inv Dest Mod A Load Waived -2.04 1.30 -3.22 2.92 9.38 7.76
Nationwide Inv Dest Mod A -2.04 1.30 -3.22 2.92 9.38 7.76
Dreyfus Growth Allocation -2.98 1.30 -3.56 3.63 10.98 8.65
Prudential Moderate Allocation R -2.55 1.29 -3.50 3.04 9.51 7.77
MFS® Moderate Allocation R2 -1.92 1.29 -3.04 3.07 9.34 8.61
Virtus Balanced C -3.02 1.28 -4.97 3.92 9.12 8.08
Ascendant Balanced A Load Waived -2.84 1.27 -3.75 4.25 9.81 ---
Ascendant Balanced A -2.84 1.27 -3.75 4.25 9.81 ---
MainStay Moderate Allocation A LW -2.89 1.25 -3.16 4.21 11.57 9.17
MainStay Moderate Allocation A -2.89 1.25 -3.16 4.21 11.57 9.17
QS Legg Mason Lifestyle Allocation A LW -3.39 1.24 -3.89 4.45 12.37 10.05
QS Legg Mason Lifestyle Allocation 70% A -3.39 1.24 -3.89 4.45 12.37 10.05
Virtus Balanced B -3.08 1.23 -5.04 3.86 9.12 8.08
PL Port Optimization Moderate A LW -2.36 1.22 -3.03 3.06 9.06 7.91
PL Port Optimization Moderate A -2.36 1.22 -3.03 3.06 9.06 7.91
Nuveen Strategy Growth Allocation C -3.41 1.22 -4.52 3.83 10.54 8.07
Fidelity Advisor Asset Manager® 70% C -2.86 1.22 -3.67 3.71 10.70 8.43
Vantagepoint Model Port Tradtnl Gr Inv M -2.16 1.21 -3.16 3.69 10.02 8.20
SEI Aggressive Strategy D (SAAT) -3.01 1.20 -4.23 3.29 11.42 ---
RiverFront Moderate Growth & Income I -2.70 1.20 -3.33 3.43 8.29 ---
Nationwide Inv Dest Mod Svc -2.13 1.19 -3.23 2.77 9.30 7.65
JHancock Lifestyle Balanced C -2.62 1.18 -3.41 3.14 9.58 7.70
Oppenheimer Moderate Inv C -2.26 1.17 -3.26 3.21 8.66 7.26
Calvert Moderate Allocation C -2.01 1.17 -2.76 3.32 10.11 7.79
Oppenheimer Moderate Inv B -2.34 1.16 -3.33 3.20 8.61 7.20
Fidelity Advisor Asset Manager® 70% B -2.83 1.16 -3.73 3.67 10.61 8.34
JHancock Lifestyle Balanced B -2.63 1.15 -3.42 3.11 9.54 7.65
Transamerica Instl Asst Allc Itm/Lg Hrzn -2.58 1.11 -3.39 3.96 11.25 9.49
Transamerica Asset Allc Mod Gr R -2.45 1.10 -2.58 4.27 10.95 8.26
MainStay Moderate Allocation Inv -2.89 1.10 -3.23 4.04 11.40 9.01
Highland Total Return Y -2.75 1.08 -3.14 3.21 9.49 7.03
Fidelity Advisor® Global Strategies A LW -2.08 1.08 -3.39 1.97 7.08 6.18
Fidelity Advisor® Global Strategies A -2.08 1.08 -3.39 1.97 7.08 6.18
InvestEd Balanced Load Waived -2.57 1.07 -2.93 4.33 10.09 7.27
InvestEd Balanced -2.57 1.07 -2.93 4.33 10.09 7.27
Nationwide Inv Dest Mod R -2.17 1.03 -3.34 2.48 9.01 7.39
PL Port Optimization Moderate R -2.36 1.01 -3.04 2.80 8.81 7.67
Columbia Capital Allocation Mod Agrsv B -2.54 1.01 -2.76 3.53 9.83 8.35
Columbia Capital Allocation Mod Agrsv C -2.50 0.99 -2.72 3.55 9.84 8.34
RiverFront Moderate Growth & Income A LW -2.78 0.98 -3.42 3.15 8.02 ---
RiverFront Moderate Growth & Income A -2.78 0.98 -3.42 3.15 8.02 ---
LoCorr Spectrum Income I -1.92 0.98 -6.07 --- --- ---
Pioneer Ibbotson Moderate Allocation C -2.85 0.96 -3.82 2.95 8.62 6.95
MFS® Moderate Allocation R1 -1.94 0.95 -3.14 2.55 8.79 8.08
VALIC Company I Dynamic Allocation -2.80 0.94 -3.59 3.84 --- ---
MFS® Moderate Allocation C -1.97 0.94 -3.20 2.51 8.80 8.08
Russell LifePoints Balanced Strategy C -2.53 0.93 -3.79 2.15 7.64 6.51
Franklin Moderate Allocation C -2.40 0.93 -2.52 2.97 7.64 6.43
MFS® Moderate Allocation B -1.97 0.91 -3.19 2.52 8.78 8.07
Presidential® Managed Rsk Mod I -2.57 0.89 -3.49 --- --- ---
Prudential Moderate Allocation C -2.63 0.88 -3.64 2.53 9.01 7.25
MFS® Moderate Allocation 529B -1.99 0.88 -3.23 2.49 8.75 8.00
Virtus Tactical Allocation B -3.49 0.87 -5.74 3.82 9.76 8.21
Ascendant Balanced C -2.82 0.86 -3.88 3.30 9.02 ---
AdvisorOne Liahona N -2.40 0.86 -3.02 2.86 8.31 7.49
Timothy Plan Growth & Income C -2.19 0.85 -3.77 4.69 --- ---
MFS® Moderate Allocation 529C -1.94 0.85 -3.18 2.49 8.74 8.01
Fallen Angels Income -2.53 0.85 -3.44 4.23 11.90 9.26
Highland Total Return A Load Waived -2.82 0.84 -3.25 2.93 9.21 6.77
Highland Total Return A -2.82 0.84 -3.25 2.93 9.21 6.77
Pioneer Ibbotson Moderate Allocation B -2.82 0.83 -3.82 2.75 8.50 6.83
Prudential Moderate Allocation B -2.63 0.82 -3.64 2.45 8.98 7.23
Virtus Tactical Allocation C -3.56 0.81 -5.76 3.74 9.71 8.21
Transamerica Asset Allc Interm/Long Hrzn -2.71 0.81 -3.50 3.54 10.88 9.22
LoCorr Spectrum Income A Load Waived -1.94 0.81 -6.13 --- --- ---
LoCorr Spectrum Income A -1.94 0.81 -6.13 --- --- ---
SunAmerica Focused Balanced Strategy C -2.51 0.80 -3.07 3.37 8.08 6.53
Fidelity Advisor® Global Strategies T -2.09 0.78 -3.50 1.72 6.80 5.91
SunAmerica Focused Balanced Strategy B -2.53 0.77 -3.03 3.36 8.07 6.50
BlackRock Growth Prepared Instl -3.99 0.76 -3.92 5.20 12.99 10.29
Transamerica Asset Allc Mod Gr C -2.52 0.75 -2.71 3.81 10.39 7.74
HSBC World Selection Balanced Strat A LW -3.54 0.74 -4.82 2.05 9.86 7.98
HSBC World Selection Balanced Strat A -3.54 0.74 -4.82 2.05 9.86 7.98
GuidePath Tact Constnd Asst Allc Instl -2.98 0.71 -4.12 3.22 --- ---
Presidential® Managed Rsk Mod A -2.58 0.69 -3.50 --- --- ---
Transamerica Asset Allc Mod Gr B -2.50 0.68 -2.69 3.70 10.32 7.67
QS Legg Mason Lifestyle Allocation 70% C -3.41 0.68 -4.02 3.75 11.60 9.43
Voya Capital Allocation I -2.99 0.66 -4.21 1.98 9.57 8.05
Nationwide Inv Dest Mod C -2.16 0.66 -3.43 2.10 8.63 6.99
SunAmerica Focused Multi-Asset Strat A -2.74 0.65 -3.29 3.65 6.84 6.15
SunAmerica Focused Multi-Asset Stra A LW -2.74 0.65 -3.29 3.65 6.84 6.15
Hennessy Balanced Investor -2.32 0.65 -2.39 2.49 6.26 6.48
PL Port Optimization Moderate C -2.45 0.58 -3.20 2.27 8.36 7.18
PL Port Optimization Moderate B -2.45 0.58 -3.20 2.29 8.34 7.18
Highland Total Return R -2.85 0.58 -3.32 2.61 8.97 6.52
Voya Capital Allocation W -3.00 0.56 -4.22 2.05 9.53 ---
Northern Global Tactical Asset Allc -2.74 0.56 -4.20 1.93 8.80 7.41
MainStay Moderate Allocation B -3.00 0.52 -3.41 3.36 10.58 8.20
Presidential® Managed Rsk Mod C -2.58 0.49 -3.60 --- --- ---
Fidelity Advisor® Global Strategies C -2.11 0.48 -3.54 1.22 6.28 5.37
BlackRock Growth Prepared Inv A LW -3.97 0.46 -4.04 4.84 12.59 9.87
BlackRock Growth Prepared Inv A -3.97 0.46 -4.04 4.84 12.59 9.87
MainStay Moderate Allocation C -3.00 0.44 -3.42 3.28 10.56 8.19
Even Keel Multi-Asset Managed Risk I -2.56 0.43 -3.12 2.55 --- ---
QS Legg Mason Lifestyle Allocation 70% B -3.47 0.41 -4.12 3.41 11.32 9.14
BlackRock Growth Prepared R -3.99 0.39 -4.06 4.69 12.38 9.68
Voya Capital Allocation O -2.97 0.38 -4.30 1.82 9.25 7.75
Voya Capital Allocation A Load Waived -3.04 0.38 -4.28 1.80 9.22 7.75
Voya Capital Allocation A -3.04 0.38 -4.28 1.80 9.22 7.75
Fidelity Advisor® Global Strategies B -2.20 0.37 -3.61 1.19 6.25 5.38
RiverFront Moderate Growth & Income C -2.89 0.32 -3.60 2.36 7.21 ---
GuidePath Tact Constnd Asst Allc Svc -2.99 0.26 -4.30 2.55 9.37 ---
Compass EMP Multi-Asset Growth A LW -3.80 0.25 -5.11 3.57 6.42 4.27
Compass EMP Multi-Asset Growth A -3.80 0.25 -5.11 3.57 6.42 4.27
Highland Total Return C -2.85 0.23 -3.40 2.16 8.40 5.98
Centre Multi-Asset Rl Ret Instl -2.20 0.21 -4.41 0.93 --- ---
HSBC World Selection Balanced Strat C -3.55 0.15 -5.03 1.32 9.04 7.19
HSBC World Selection Balanced Strat B -3.55 0.15 -5.03 1.32 9.04 7.19
SunAmerica Focused Multi-Asset Strat C -2.76 0.13 -3.43 2.99 6.18 5.48
LoCorr Spectrum Income C -2.10 0.12 -6.40 --- --- ---
Hartford Moderate Allocation I -2.80 0.12 -4.45 1.58 7.64 6.99
Hartford Moderate Allocation R5 -2.80 0.10 -4.52 1.50 7.60 6.98
Compass EMP Multi-Asset Growth T -3.77 0.09 -5.17 3.36 6.17 ---
SunAmerica Focused Multi-Asset Strat B -2.82 0.06 -3.49 2.90 6.12 5.43
Aftershock Strategies I 0.89 0.05 -0.65 -0.67 --- ---
Wells Fargo Advantage WB Growth Balanced -2.48 0.00 -3.55 2.21 10.53 8.24
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Centre Multi-Asset Reall Ret Inv -2.31 0.00 -4.52 0.62 --- ---
BlackRock Growth Prepared Inv C -3.97 -0.08 -4.18 4.11 11.77 9.09
Voya Capital Allocation C -2.95 -0.09 -4.45 1.04 8.42 6.96
Aftershock Strategies N 0.83 -0.14 -0.72 -0.88 --- ---
Wilmington Strategic Allc Mod Instl -2.26 -0.16 -2.81 1.90 7.64 ---
Hartford Moderate Allocation R4 -2.78 -0.18 -4.58 1.24 7.26 6.65
Voya Capital Allocation B -3.02 -0.19 -4.43 1.10 8.41 6.94
Hartford Moderate Allocation A LW -2.80 -0.19 -4.59 1.26 7.31 6.69
Hartford Moderate Allocation A -2.80 -0.19 -4.59 1.26 7.31 6.69
Huntington Balanced Allocation A LW -2.27 -0.22 -3.24 1.43 7.10 5.82
Huntington Balanced Allocation A -2.27 -0.22 -3.24 1.43 7.10 5.82
Compass EMP Multi-Asset Growth C -3.85 -0.35 -5.35 2.74 5.58 3.48
Hartford Moderate Allocation R3 -2.81 -0.39 -4.62 0.89 6.95 6.33
Wilmington Strategic Allc Mod A LW -2.26 -0.48 -2.88 1.51 7.34 6.05
Wilmington Strategic Allc Mod A -2.26 -0.48 -2.88 1.51 7.34 6.05
Arrow DWA Balanced Institutional -1.82 -0.61 -3.13 1.82 --- ---
Hartford Moderate Allocation C -2.88 -0.77 -4.76 0.51 6.51 5.90
Hartford Moderate Allocation B -2.88 -0.77 -4.75 0.42 6.42 5.82
AllianzGI Multi-Asset Real Return Inst -2.97 -0.86 -7.90 -3.43 --- ---
Arrow DWA Balanced A Load Waived -1.90 -0.89 -3.27 1.54 7.56 6.75
Arrow DWA Balanced A -1.90 -0.89 -3.27 1.54 7.56 6.75
AllianzGI Multi-Asset Real Return P -2.97 -0.93 -7.91 -3.51 --- ---
AllianzGI Multi-Asset Real Return D -2.98 -1.06 -7.98 -3.66 --- ---
AllianzGI Multi-Asset Real Return A LW -2.98 -1.13 -7.99 -3.74 --- ---
AllianzGI Multi-Asset Real Return A -2.98 -1.13 -7.99 -3.74 --- ---
Arrow DWA Balanced C -1.97 -1.49 -3.47 0.72 6.76 5.95
Sound Mind Investing Balanced -2.77 -1.58 -3.77 1.41 10.09 ---
Neuberger Berman AMT Balanced I -1.84 -1.62 -2.06 1.28 8.35 9.11
AllianzGI Multi-Asset Real Return C -3.08 -1.66 -8.13 -4.43 --- ---
Huntington Income Generation C -2.38 -2.01 -4.89 -3.40 --- ---
WOA All Asset I Class I -5.50 -2.02 -8.03 -1.69 --- ---
Villere Balanced Inv -2.70 -2.66 -5.15 0.08 13.80 14.90
Greenspring -3.10 -3.53 -4.66 -3.94 8.06 6.94
Catalyst/SMH Total Return Income I -1.19 -4.67 -6.38 -5.70 --- ---
Catalyst/SMH Total Return Income A LW -1.21 -4.68 -6.43 -5.79 5.61 6.60
Catalyst/SMH Total Return Income A -1.21 -4.68 -6.43 -5.79 5.61 6.60
Catalyst/SMH Total Return Income C -1.45 -5.37 -6.62 -6.66 4.83 5.78
Roumell Opportunistic Value Instl -8.65 -10.33 -12.11 -12.18 3.19 ---
Roumell Opportunistic Value A LW -8.51 -10.47 -12.17 -12.31 2.95 ---
Roumell Opportunistic Value A -8.51 -10.47 -12.17 -12.31 2.95 ---
Roumell Opportunistic Value C -8.63 -11.03 -12.37 -13.01 --- ---
RiverNorth Core Opportunity I -1.90 --- --- --- --- ---
Regal Total Return A Load Waived -1.69 --- -1.79 --- --- ---
Regal Total Return A -1.69 --- -1.79 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I -2.66 --- -3.12 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C -2.76 --- -3.44 --- --- ---
QCI Balanced Institutional -1.69 --- -1.88 --- --- ---
NWM Momentum 0.20 --- -2.26 --- --- ---
Nationwide Inv Dest Mod Instl Svc -2.05 --- -3.15 --- --- ---
Nationwide Diverse Managers Instl Svc -1.99 --- -3.27 --- --- ---
MassMutual RetireSMART Mod R4 -1.95 --- -3.27 --- --- ---
MassMutual RetireSMART Mod R3 -1.95 --- -3.27 --- --- ---
MassMutual RetireSMART Mod I -1.95 --- -3.10 --- --- ---
MassMutual Premier Balanced R4 -2.18 --- -2.03 --- --- ---
MassMutual Premier Balanced R3 -2.18 --- -2.03 --- --- ---
MassMutual Premier Balanced I -2.14 --- -1.91 --- --- ---
Legg Mason Lifestyle Allocation 70% R -3.40 --- -3.95 --- --- ---
Legg Mason Dynamic Multi-Strategy R -2.67 --- -3.28 --- --- ---
Issachar N 0.31 --- -0.19 --- --- ---
Huntington Income Generation A LW -2.24 --- -4.66 --- --- ---
Huntington Income Generation A -2.24 --- -4.66 --- --- ---
Even Keel Multi-Asset Managed Risk F --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW --- --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A --- --- --- --- --- ---
BMO Growth Balanced Y -2.27 --- -2.75 --- --- ---
BMO Growth Balanced R-3 -2.27 --- -2.85 --- --- ---
BMO Growth Balanced I -2.27 --- -2.75 --- --- ---
AT Income Opportunities Institutional -1.49 --- -1.49 --- --- ---
American Funds Income Fund of Amer R2E -2.67 --- --- --- --- ---
American Funds Balanced Portfolio R2E -2.36 --- --- --- --- ---
American Funds American Balanced R2E -2.38 --- --- --- --- ---
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