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Data through 11/20/2009. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation -0.35 22.18 6.52 39.96 -2.18 2.12
Davis Appreciation & Income Y -2.42 46.35 6.22 82.41 -4.25 2.05
Davis Appreciation & Income A LW -2.43 45.99 6.14 81.87 -7.75 -0.75
Davis Appreciation & Income A -2.43 45.99 6.14 81.87 -4.51 1.79
Davis Appreciation & Income C -2.46 44.87 5.95 80.42 -5.27 0.95
Davis Appreciation & Income B -2.50 44.76 5.92 80.11 -5.33 0.89
Marsico Flexible Capital -0.59 44.60 12.79 68.59 --- ---
Allianz NACM Income & Growth Instl 0.63 44.34 8.98 63.20 --- ---
Allianz NACM Income & Growth P 0.63 44.27 8.98 63.10 --- ---
RiverNorth Core Opportunity -0.92 44.03 7.30 84.20 --- ---
Allianz NACM Income & Growth A LW 0.55 43.80 8.94 62.44 --- ---
Allianz NACM Income & Growth A 0.55 43.80 8.94 62.44 --- ---
Allianz NACM Income & Growth D 0.63 43.73 8.98 62.40 --- ---
Allianz NACM Income & Growth C 0.56 43.02 8.82 61.36 --- ---
Catalyst Total Return Income A LW 0.61 39.32 8.09 67.47 --- ---
Catalyst Total Return Income A 0.61 39.32 8.09 67.47 --- ---
Catalyst Total Return Income C 0.55 38.48 7.89 66.25 --- ---
JHancock2 Alternative Asset Allc A LW -1.14 38.20 8.39 --- --- ---
JHancock2 Alternative Asset Allc A -1.14 38.20 8.39 --- --- ---
Evergreen Diversified Capital Builder I -1.24 38.15 9.07 63.93 -6.49 -0.85
Evergreen Diversified Capital Builder A -1.23 37.97 9.17 63.46 -6.71 -1.12
Evergreen Diversified Capital Build A LW -1.23 37.97 9.17 63.46 -6.71 -1.12
Evergreen Diversified Capital Builder B -1.40 37.68 8.94 62.81 -7.29 -1.75
Evergreen Diversified Capital Builder C -1.23 37.19 8.97 62.69 -7.37 -1.81
America First Quantitative Strategies A -0.54 35.04 6.76 65.58 --- ---
America First Quantitative Strategi A LW -0.54 35.04 6.76 65.58 --- ---
Calamos Growth & Income I -0.86 34.19 10.02 58.07 0.81 4.86
T. Rowe Price Personal Strat Growth -0.55 34.16 8.11 60.78 -2.82 2.89
America First Quantitative Strategies C -0.72 33.97 6.41 63.99 --- ---
Calamos Growth & Income A Load Waived -0.88 33.91 9.97 57.72 0.56 4.60
Calamos Growth & Income A -0.88 33.91 9.97 57.72 0.56 4.60
Franklin Balanced A Load Waived -0.46 33.90 7.03 51.37 -1.72 ---
Franklin Balanced A -0.46 33.90 7.03 51.37 -1.72 ---
Calamos Growth & Income R -0.92 33.57 9.88 57.30 --- ---
Franklin Balanced C -0.52 33.02 6.87 50.17 -2.40 ---
USAA Balanced Strategy 0.67 33.00 9.60 49.23 -1.93 1.46
Calamos Growth & Income B -0.96 33.00 9.74 56.49 -0.20 3.82
Calamos Growth & Income C -0.94 32.98 9.73 56.51 -0.20 3.81
Putnam Asset Allocation: Balanced Y 0.10 32.90 9.04 56.48 -2.59 2.52
Putnam Asset Allocation: Balanced A LW 0.10 32.52 8.98 56.15 -2.79 2.26
Putnam Asset Allocation: Balanced A 0.10 32.52 8.98 56.15 -2.79 2.26
Delaware Dividend Income Instl 1.10 32.30 8.91 52.68 -4.17 1.91
Putnam Asset Allocation: Balanced R 0.10 32.19 8.86 55.57 -3.07 1.98
Fidelity Asset Manager 70% -1.32 32.12 7.42 55.41 -2.23 1.66
Fidelity Advisor Asset Manager 70% I -1.32 32.12 7.42 55.39 --- ---
Delaware Dividend Income A Load Waived 1.10 32.06 8.97 52.33 -4.41 1.68
Delaware Dividend Income A 1.10 32.06 8.97 52.33 -4.41 1.68
Lord Abbett Growth & Inc Strat R2 -1.82 32.04 7.53 54.04 --- ---
USAA Cornerstone Strategy 0.54 32.03 9.43 54.01 -1.95 2.76
Putnam Asset Allocation: Balanced M 0.10 31.96 8.88 55.30 -3.27 1.77
Lord Abbett Growth & Inc Strat I -1.77 31.95 7.48 54.01 -0.38 ---
Lord Abbett Growth & Inc Strat F -1.77 31.88 7.57 53.93 --- ---
Fidelity Advisor Asset Manager 70% A LW -1.39 31.75 7.36 54.84 --- ---
Fidelity Advisor Asset Manager 70% A -1.39 31.75 7.36 54.84 --- ---
Putnam Asset Allocation: Balanced C 0.10 31.74 8.74 54.93 -3.52 1.50
Janus Smart Portfolio Growth J -1.37 31.70 6.64 55.72 0.51 ---
Putnam Asset Allocation: Balanced B 0.00 31.68 8.73 54.96 -3.49 1.55
Delaware Dividend Income R 0.99 31.66 8.78 51.97 -4.67 1.38
Lord Abbett Growth & Inc Strat A LW -1.77 31.52 7.51 50.54 -3.38 ---
Lord Abbett Growth & Inc Strat A -1.77 31.52 7.51 53.53 -0.72 ---
Fidelity Advisor Asset Manager 70% T -1.40 31.47 7.29 54.56 --- ---
Lord Abbett Growth & Inc Strat P -1.77 31.43 7.47 53.33 -0.81 ---
Lord Abbett Growth & Inc Strat R3 -1.78 31.36 7.42 53.30 --- ---
AIM Basic Balanced Inst -1.47 31.30 5.30 53.77 -5.24 0.09
Delaware Dividend Income C 0.99 31.14 8.65 51.15 -5.14 0.91
Delaware Dividend Income B 0.99 31.14 8.78 51.16 -5.11 0.91
AIM Basic Balanced Y -1.47 30.94 5.21 53.42 --- ---
Fidelity Advisor Asset Manager 70% C -1.40 30.91 7.16 53.71 --- ---
Fidelity Advisor Asset Manager 70% B -1.40 30.91 7.16 53.69 --- ---
Oppenheimer Quest Balanced Y -0.44 30.83 6.44 56.17 -4.03 0.19
Lord Abbett Growth & Inc Strat C -1.85 30.81 7.33 52.47 -1.35 ---
Lord Abbett Growth & Inc Strat B -1.85 30.81 7.34 52.48 -1.36 ---
ING T. Rowe Price Cap Apprec I 0.40 30.73 6.57 57.79 0.32 5.03
AIM Basic Balanced Inv -1.47 30.71 5.15 53.05 -5.65 ---
AIM Basic Balanced A Load Waived -1.47 30.71 5.15 52.82 -5.65 -0.37
AIM Basic Balanced A -1.47 30.71 5.15 52.82 -5.65 -0.37
JHancock2 Lifestyle Balanced 5 -0.42 30.60 7.70 48.80 -0.97 ---
JHancock2 Lifestyle Balanced 1 -0.34 30.55 7.79 48.73 -1.01 ---
ING T. Rowe Price Cap Apprec S 0.35 30.43 6.53 57.37 0.06 4.77
JHancock2 Lifestyle Balanced R5 -0.42 30.34 7.64 48.72 -1.11 ---
AIM Basic Balanced R -1.57 30.34 5.09 52.52 -5.90 -0.62
T. Rowe Price Capital Appreciation 0.39 30.32 6.44 56.62 0.24 4.61
Oppenheimer Quest Balanced A LW -0.51 30.29 6.25 55.36 -4.41 -0.16
Oppenheimer Quest Balanced A -0.51 30.29 6.25 55.36 -4.41 -0.16
ING T. Rowe Price Cap Apprec S2 0.35 30.29 6.50 57.17 -0.08 4.61
T. Rowe Price Personal Strat Balanced -0.29 30.22 7.13 49.92 0.14 4.03
JHancock2 Lifestyle Balanced R4 -0.42 30.09 7.66 48.17 -1.41 ---
ING T. Rowe Price Cap Apprec Adv 0.31 30.04 6.42 56.85 -0.28 4.40
T. Rowe Price Capital Appreciation Adv 0.39 30.02 6.42 56.20 -0.04 ---
Oppenheimer Quest Balanced N -0.59 29.93 6.15 54.91 -4.65 -0.44
JHancock2 Lifestyle Balanced A LW -0.42 29.88 7.56 48.06 -1.45 ---
JHancock2 Lifestyle Balanced A -0.42 29.88 7.56 48.06 -1.45 ---
Fidelity Asset Manager 60% -0.92 29.85 6.86 48.63 --- ---
Fidelity Advisor Asset Manager 60% I -0.92 29.85 6.86 48.63 --- ---
Bruce -4.64 29.84 1.67 45.08 -3.34 5.04
AIM Basic Balanced C -1.57 29.78 4.87 51.70 -6.38 -1.12
AIM Basic Balanced B -1.57 29.77 4.98 51.70 -6.36 -1.11
Lord Abbett Balanced Strategy R2 -1.02 29.73 7.80 48.30 --- ---
JHancock2 Lifestyle Balanced R3 -0.51 29.72 7.50 47.62 -1.68 ---
Fidelity Advisor Asset Manager 60% A LW -0.93 29.55 6.74 48.24 --- ---
Fidelity Advisor Asset Manager 60% A -0.93 29.55 6.74 48.24 --- ---
Lord Abbett Balanced Strategy I -0.99 29.54 7.81 48.29 0.14 3.37
Buffalo Balanced -0.10 29.48 9.42 45.51 0.45 4.71
Lord Abbett Balanced Strategy F -1.00 29.47 7.79 48.00 --- ---
Intrepid Capital 0.88 29.43 8.06 48.43 4.68 ---
Oppenheimer Quest Balanced C -0.60 29.40 5.99 54.23 -5.10 -0.89
Oppenheimer Quest Balanced B -0.52 29.33 6.07 54.26 -5.14 -0.92
Fidelity Advisor Asset Manager 60% T -1.05 29.33 6.64 47.63 --- ---
JHancock2 Lifestyle Balanced R1 -0.51 29.30 7.44 47.11 -1.86 ---
Sierra Core Retirement R 0.12 29.27 5.62 30.46 --- ---
JHancock2 Lifestyle Balanced C -0.51 29.23 7.38 47.04 -2.15 ---
JHT Core Diversified Gr & Inc Ser NAV -0.18 29.21 8.20 54.12 --- ---
Lord Abbett Balanced Strategy A LW -1.01 29.13 7.73 47.76 -0.19 3.01
Lord Abbett Balanced Strategy A -1.01 29.13 7.73 47.76 -0.19 3.01
Lord Abbett Balanced Strategy P -0.92 29.12 7.73 47.59 -0.29 2.93
JHancock2 Lifestyle Balanced B -0.59 29.07 7.36 46.84 -2.23 ---
Lord Abbett Balanced Strategy R3 -0.92 29.03 7.73 47.65 --- ---
Sierra Core Retirement I 0.12 28.99 5.56 30.15 --- ---
Wells Fargo Advantage WB Growth Balanced -0.82 28.87 7.75 52.63 -4.58 0.81
Hartford Advisers Y 0.60 28.83 8.37 53.05 -1.90 2.60
Fidelity Advisor Asset Manager 60% C -1.05 28.83 6.52 47.09 --- ---
JHT Core Diversified Gr & Inc Ser III -0.27 28.78 8.12 53.75 --- ---
Hartford Advisers R5 0.53 28.69 8.28 52.86 --- ---
Fidelity Advisor Asset Manager 60% B -1.05 28.64 6.52 47.02 --- ---
SAAT Aggressive Strategy A -0.98 28.63 8.07 55.19 -6.86 0.75
Fidelity Advisor Asset Manager 50% I -0.73 28.57 6.45 44.99 -0.10 ---
Lord Abbett Balanced Strategy B -0.96 28.51 7.70 46.97 -0.80 2.36
Lord Abbett Balanced Strategy C -1.06 28.48 7.61 46.77 -0.84 2.35
JHT Core Diversified Gr & Inc Ser I -0.27 28.48 8.03 53.26 --- ---
Fidelity Asset Manager 50% -0.73 28.46 6.42 44.79 -0.15 2.74
Northern Income Equity 0.81 28.37 8.08 52.86 -1.21 4.00
JHT Core Diversified Gr & Inc Ser II -0.27 28.33 8.03 52.94 --- ---
Hartford Advisers R4 0.53 28.33 8.29 52.45 --- ---
Hartford Advisers A Load Waived 0.53 28.33 8.20 52.42 -2.34 2.13
Hartford Advisers A 0.53 28.33 8.20 52.42 -2.34 2.13
JHT Lifestyle Balanced Ser I -0.27 28.32 7.21 45.96 -1.50 3.22
Hartford Advisers HLS IA 0.56 28.30 8.38 52.26 -1.87 2.61
Legg Mason Lifestyle Allocation 50% A LW -0.57 28.29 6.46 45.85 -1.28 1.58
Legg Mason Lifestyle Allocation 50% A -0.57 28.29 6.46 45.85 -1.28 1.58
SAAT Aggressive Strategy I -1.00 28.27 8.07 54.78 -7.09 0.37
Sierra Core Retirement A Load Waived 0.12 28.16 5.56 28.83 --- ---
Sierra Core Retirement A 0.12 28.16 5.56 28.83 --- ---
Legg Mason Lifestyle Allocation 70% I -1.07 28.15 6.60 49.83 --- ---
Fidelity Advisor Asset Manager 50% A LW -0.73 28.15 6.39 44.52 -0.41 ---
Fidelity Advisor Asset Manager 50% A -0.73 28.15 6.39 44.52 -0.41 ---
Hartford Advisers R3 0.53 28.14 8.20 52.11 --- ---
AllianceBern Balance Wealth Strat I -1.28 28.11 8.01 50.61 -2.07 ---
AllianceBern Balance Wealth Strat Adv -1.28 28.04 7.99 50.47 -2.08 3.21
Hartford Advisers HLS IB 0.54 28.02 8.31 51.88 -2.11 2.36
Legg Mason Lifestyle Allocation 70% A LW -0.98 27.96 6.60 49.43 -3.94 0.70
Legg Mason Lifestyle Allocation 70% A -0.98 27.96 6.60 49.43 -3.94 0.70
JHT Franklin Templeton Founding Allc NAV -1.05 27.92 7.54 49.58 --- ---
JHT Franklin Templeton Founding Allc I -1.05 27.91 7.54 49.49 --- ---
Franklin Templeton Growth Target Adv -1.26 27.89 8.16 48.96 0.05 ---
Columbia LifeGoal Balanced Growth Z -1.12 27.81 6.43 48.19 0.52 4.21
Fidelity Advisor Asset Manager 50% T -0.73 27.80 6.33 44.04 -0.66 ---
AllianceBern Balance Wealth Strat K -1.29 27.73 7.83 50.06 -2.39 ---
AllianceBern Balance Wealth Strat A LW -1.38 27.73 7.84 50.04 -2.37 2.90
AllianceBern Balance Wealth Strat A -1.38 27.73 7.84 50.04 -2.37 2.90
Nuveen Moderate Allocation I -0.09 27.70 8.01 52.45 1.00 4.63
Franklin Templeton Growth Target A LW -1.27 27.63 8.10 48.69 -0.20 4.54
Franklin Templeton Growth Target A -1.27 27.63 8.10 48.69 -0.20 4.54
JHT Capital Appreciation Val Tr NAV 0.26 27.58 5.89 52.50 --- ---
Columbia LifeGoal Balanced Growth A LW -1.12 27.54 6.48 47.97 0.24 3.92
Columbia LifeGoal Balanced Growth A -1.12 27.54 6.48 47.97 0.24 3.92
Legg Mason Lifestyle Allocation 70% C -1.14 27.52 6.42 48.82 -4.42 0.16
JHT Franklin Templeton Founding Allc II -1.05 27.52 7.54 49.22 --- ---
UBS US Allocation Y -0.56 27.51 8.01 52.82 -5.39 0.72
Legg Mason Lifestyle Allocation 50% C -0.64 27.50 6.21 44.95 -1.89 0.96
JHT Capital Appreciation Val Tr I 0.26 27.47 5.80 52.30 --- ---
Alger Balanced Portfolio I-2 0.28 27.45 7.37 44.13 -0.53 3.88
FBP Balanced 0.27 27.42 7.56 45.46 -4.29 1.16
Hartford Advisers B 0.54 27.41 8.05 51.14 -3.12 1.31
Hartford Advisers C 0.46 27.39 8.08 51.14 -3.04 1.40
AllianceBern Balance Wealth Strat R -1.29 27.39 7.87 49.73 -2.71 2.55
Franklin Templeton Growth Target R -1.28 27.37 7.98 48.28 -0.46 4.27
Nuveen Moderate Allocation A LW -0.14 27.36 7.91 51.98 0.74 4.36
Nuveen Moderate Allocation A -0.14 27.36 7.91 51.98 0.74 4.36
Columbia LifeGoal Balanced Growth R -1.12 27.35 6.31 47.46 -0.02 ---
MassMutual Select Strategic Balanced S 0.32 27.28 7.86 47.56 -0.69 2.75
JHT Capital Appreciation Val Tr II 0.17 27.25 5.81 52.01 --- ---
JennisonDryden Moderate Allocation Z -0.83 27.25 6.87 49.40 -0.63 4.05
Fidelity Advisor Asset Manager 50% C -0.80 27.22 6.23 43.38 -1.19 ---
Van Kampen Asset Allocation Moderate I -0.31 27.21 6.98 47.69 -0.47 ---
MassMutual Select Strategic Balanced Y 0.21 27.21 7.84 47.40 -0.74 2.68
Janus Smart Portfolio Moderate J -0.71 27.20 6.10 44.65 2.92 ---
Fidelity Advisor Asset Manager 50% B -0.80 27.18 6.13 43.28 -1.23 ---
Thrivent Balanced I -1.13 27.16 6.78 47.15 -1.19 2.75
Legg Mason Lifestyle Allocation 50% B -0.65 27.14 6.25 44.48 -2.13 0.74
UBS US Allocation A Load Waived -0.57 27.11 7.95 52.34 -5.72 0.36
UBS US Allocation A -0.57 27.11 7.95 52.34 -5.72 0.36
Pioneer Ibbotson Moderate Allocation Y -0.21 27.11 6.74 44.04 -1.44 ---
Leuthold Asset Allocation Instl -0.52 27.11 10.00 49.84 --- ---
Franklin Templeton Founding All Adv -1.02 27.11 7.62 49.46 -5.48 1.77
Nuveen Moderate Allocation R3 -0.14 27.08 7.81 51.60 --- ---
AllianceBern Balance Wealth Strat C -1.29 27.05 7.79 49.16 -3.03 2.20
Legg Mason Lifestyle Allocation 70% B -1.14 27.02 6.34 48.17 -4.71 -0.09
MassMutual Select Strategic Balanced L 0.32 27.01 7.83 47.33 -0.86 2.56
JennisonDryden Moderate Allocation A LW -0.92 27.01 6.77 49.03 -0.88 3.83
JennisonDryden Moderate Allocation A -0.92 27.01 6.77 49.03 -0.88 3.83
AllianceBern Balance Wealth Strat B -1.38 26.97 7.70 48.90 -3.07 2.16
Van Kampen Asset Allocation Moderate A -0.31 26.94 7.06 47.36 -0.71 ---
Van Kampen Asset Allocation Moderat A LW -0.31 26.94 7.06 47.36 -0.71 ---
FPA Crescent 1.02 26.86 7.50 38.52 3.00 6.48
Columbia LifeGoal Balanced Growth C -1.11 26.84 6.25 46.76 -0.52 3.15
Alger Balanced A Load Waived 0.20 26.84 7.19 42.47 -0.58 2.64
Alger Balanced A 0.20 26.84 7.19 42.47 -0.58 2.64
Franklin Templeton Founding All A LW -1.02 26.83 7.55 49.18 -8.11 -0.90
Franklin Templeton Founding All A -1.02 26.83 7.55 49.18 -5.78 1.42
MassMutual Select Strategic Balanced A 0.21 26.77 7.74 46.73 -1.14 2.28
MassMutual Select Strategic Balance A LW 0.21 26.77 7.74 46.73 -1.14 2.28
Columbia LifeGoal Balanced Growth B -1.13 26.77 6.22 46.94 -0.52 3.15
Leuthold Asset Allocation -0.52 26.75 9.93 49.32 0.01 ---
Franklin Templeton Growth Target C -1.36 26.75 7.87 47.51 -0.97 3.75
Columbia Balanced Z -0.34 26.73 6.58 44.19 2.66 5.32
Fidelity Dynamic Strategies -0.47 26.65 7.63 45.37 --- ---
Fidelity Advisor Dynamic Strategies I -0.47 26.65 7.63 45.37 --- ---
Franklin Templeton Founding All R -1.02 26.63 7.54 48.89 -5.95 1.25
JennisonDryden Moderate Allocation R -0.93 26.54 6.69 48.56 --- ---
Nuveen Moderate Allocation C -0.18 26.51 7.70 50.85 0.00 3.59
Nuveen Moderate Allocation B -0.18 26.48 7.66 50.85 -0.01 3.57
Columbia Balanced A Load Waived -0.34 26.46 6.56 43.84 2.43 5.06
Columbia Balanced A -0.34 26.46 6.56 43.84 2.43 5.06
MassMutual Select Strategic Balanced N 0.21 26.44 7.66 46.37 -1.42 1.97
Fidelity Income Replacement 2042 -0.59 26.43 7.21 46.36 --- ---
Thrivent Balanced A Load Waived -1.13 26.42 6.64 46.43 -5.37 -0.88
Thrivent Balanced A -1.13 26.42 6.64 46.43 -1.70 2.24
Fidelity Advisor Income Repl 2042 I -0.62 26.40 7.19 46.33 --- ---
Fidelity Advisor Dynamic Strategies A LW -0.47 26.39 7.53 44.84 --- ---
Fidelity Advisor Dynamic Strategies A -0.47 26.39 7.53 44.84 --- ---
T. Rowe Price Balanced -0.06 26.35 6.86 45.23 -0.36 3.64
Pioneer Ibbotson Moderate Allocation A -0.21 26.32 6.70 43.14 -2.04 2.40
Pioneer Ibbotson Moderate Allocatio A LW -0.21 26.32 6.70 43.14 -2.04 2.40
First American Strategy Balanced Allc Y -0.22 26.28 7.56 45.65 -0.28 3.88
UBS US Allocation C -0.62 26.21 7.74 51.16 -6.44 -0.39
Van Kampen Asset Allocation Moderate C -0.32 26.19 6.82 46.34 -1.45 ---
Fidelity Advisor Income Repl 2042 A LW -0.62 26.14 7.15 46.01 --- ---
Fidelity Advisor Income Repl 2042 A -0.62 26.14 7.15 46.01 --- ---
UBS US Allocation B -0.65 26.12 7.76 50.90 -6.60 -0.52
Russell LifePoints Growth Strategy S -0.67 26.08 7.81 51.40 -4.01 2.61
Weitz Balanced -1.41 26.07 3.06 47.04 -3.71 0.99
JennisonDryden Moderate Allocation C -0.93 26.07 6.61 47.99 -1.60 3.04
JennisonDryden Moderate Allocation B -0.93 26.07 6.61 47.79 -1.63 3.03
Van Kampen Asset Allocation Moderate B -0.32 26.05 6.83 46.26 -1.47 ---
Fidelity Income Replacement 2040 -0.59 25.98 7.14 45.64 --- ---
Fidelity Advisor Income Repl 2040 I -0.59 25.98 7.14 45.64 --- ---
Franklin Templeton Founding All B -1.12 25.97 7.33 47.95 -6.43 0.74
Russell LifePoints Growth Strategy R1 -0.67 25.95 7.69 51.24 -4.04 ---
Alger Balanced C 0.15 25.95 7.03 41.36 -1.32 1.87
Franklin Templeton Founding All C -1.04 25.94 7.31 48.06 -6.42 0.75
Fidelity Advisor Dynamic Strategies T -0.59 25.94 7.42 44.35 --- ---
Allianz Glbl Inv Solutions Cr Allc I 0.00 25.91 8.15 45.77 0.34 4.24
Alger Balanced B 0.15 25.89 6.97 41.24 -1.37 1.85
Thrivent Moderately Agrsv Allocation I -1.53 25.88 6.53 50.69 -2.94 ---
Fidelity Advisor Income Repl 2042 T -0.64 25.86 7.07 45.61 --- ---
Dodge & Cox Balanced -0.36 25.84 7.47 48.92 -4.65 1.32
First American Strategy Balanced Allc A -0.33 25.83 7.35 45.17 -0.56 3.59
First American Strategy Balanced Al A LW -0.33 25.83 7.35 45.17 -0.56 3.59
Russell LifePoints Growth Strategy R2 -0.68 25.79 7.77 50.92 -4.25 ---
JHT American Fdmtl Holdings Tr Ser III -0.21 25.76 6.93 43.68 --- ---
Russell LifePoints Growth Strategy A LW -0.68 25.73 7.65 51.12 -4.25 2.34
Russell LifePoints Growth Strategy A -0.68 25.73 7.65 51.12 -4.25 2.34
JHFunds2 Core Diversified Gr & Inc 1 0.22 25.73 8.21 45.83 --- ---
Villere Balanced Inv 0.74 25.69 9.34 49.15 -2.75 1.03
Russell LifePoints Growth Strategy E -0.79 25.69 7.64 51.04 -4.28 2.34
Fidelity Advisor Income Repl 2040 A LW -0.61 25.69 7.07 45.29 --- ---
Fidelity Advisor Income Repl 2040 A -0.61 25.69 7.07 45.29 --- ---
Hartford Balanced Allocation I -0.49 25.66 6.64 42.78 -0.45 ---
Columbia Balanced B -0.42 25.64 6.34 42.74 1.63 4.27
Janus Modular Port Constrcn I -0.84 25.63 5.97 45.12 --- ---
Columbia Balanced C -0.38 25.63 6.33 42.71 1.65 4.28
Hartford Balanced Allocation R5 -0.39 25.62 6.63 42.72 --- ---
Wells Fargo Advantage Growth Balanced Ad -0.36 25.59 7.36 45.49 -4.13 1.15
Thrivent Moderately Agrsv Allocation A -1.54 25.59 6.45 50.08 -3.24 ---
Thrivent Moderately Agrsv Allocatio A LW -1.54 25.59 6.45 50.08 -3.24 ---
Pioneer Classic Balanced Y 0.12 25.56 8.03 41.06 0.11 4.03
First American Strategy Balanced Allc R -0.33 25.55 7.36 44.93 -0.80 3.35
JHT American Fdmtl Holdings Tr Ser I -0.10 25.50 6.94 43.35 --- ---
Allianz Glbl Inv Solutions Cr Allc A LW -0.10 25.50 8.03 45.30 -1.44 2.67
Allianz Glbl Inv Solutions Cr Allc A -0.10 25.50 8.03 45.30 -0.20 3.68
Fidelity Advisor Income Repl 2038 I -0.57 25.49 7.02 44.65 --- ---
Pioneer Ibbotson Moderate Allocation B -0.33 25.48 6.55 42.00 -2.85 1.56
Fidelity Income Replacement 2038 -0.55 25.48 7.02 44.68 --- ---
Fidelity Advisor Dynamic Strategies B -0.59 25.46 7.30 43.80 --- ---
GuideStone Funds Growth Allocation I GS2 -0.54 25.44 7.84 47.47 -2.73 2.48
Fidelity Advisor Income Repl 2040 T -0.64 25.43 7.02 44.92 --- ---
Pioneer Ibbotson Moderate Allocation C -0.22 25.42 6.52 41.92 -2.79 1.58
Fidelity Advisor Dynamic Strategies C -0.60 25.42 7.34 43.75 --- ---
GuideStone Funds Growth Allocation GS4 -0.63 25.40 7.84 47.17 -2.93 2.31
Hartford Balanced Allocation R4 -0.49 25.37 6.56 42.36 --- ---
Russell LifePoints Growth Strategy R3 -0.79 25.36 7.54 50.51 -4.52 2.08
Hartford Balanced Allocation A LW -0.39 25.35 6.55 42.30 -0.74 3.12
Hartford Balanced Allocation A -0.39 25.35 6.55 42.30 -0.74 3.12
Wells Fargo Advantage Growth Balanced A -0.40 25.33 7.30 45.17 -4.35 0.89
Wells Fargo Advantage Growth Balanc A LW -0.40 25.33 7.30 44.61 -9.09 -3.26
JHT American Fdmtl Holdings Tr Ser II -0.21 25.33 6.82 43.06 --- ---
Janus Modular Port Constrcn S -0.95 25.30 5.76 44.57 --- ---
Fidelity Balanced K -0.68 25.30 6.45 43.22 --- ---
CornerCap Balanced -0.24 25.30 7.28 52.24 -0.80 2.82
Fidelity Advisor Income Repl 2042 C -0.69 25.29 6.93 44.92 --- ---
Janus Modular Port Constrcn A LW -0.95 25.27 5.76 44.72 --- ---
Janus Modular Port Constrcn A -0.95 25.27 5.76 44.72 --- ---
Janus Modular Port Constrcn C -0.96 25.23 5.66 44.33 --- ---
PL Port Optimization Moderate A LW 0.19 25.22 7.00 44.40 -0.04 3.60
PL Port Optimization Moderate A 0.19 25.22 7.00 44.40 -0.04 3.60
PL Port Optimization Moderate 529 MT A 0.19 25.22 7.00 44.40 -0.04 3.60
PL Port Optimization Moderate 529 M A LW 0.19 25.22 7.00 44.40 -1.77 2.15
Fidelity Advisor Income Repl 2038 A LW -0.57 25.22 6.97 44.33 --- ---
Fidelity Advisor Income Repl 2038 A -0.57 25.22 6.97 44.33 --- ---
BlackRock Growth Prepared Instl -0.91 25.14 7.40 49.75 --- ---
ING Oppenheimer Active Allc Svc -0.83 25.13 6.93 51.82 --- ---
Fidelity Balanced -0.68 25.12 6.47 42.92 -1.83 3.71
MFS Moderate Allocation I -0.65 25.10 7.11 41.24 0.67 3.99
MainStay Moderate Growth Allocation I -0.81 25.10 6.97 45.82 -2.08 ---
Delaware Foundation Moderate Allc I -0.30 25.09 7.63 42.55 1.18 4.40
Pioneer Classic Balanced A Load Waived 0.00 25.08 7.91 40.63 -0.23 3.68
Pioneer Classic Balanced A 0.00 25.08 7.91 40.63 -0.23 3.68
MFS Moderate Allocation R4 -0.58 25.05 7.09 41.20 0.61 ---
JPMorgan Investor Growth & Income Sel -0.26 25.05 7.09 44.16 -0.60 3.61
First American Strategy Balanced Allc B -0.33 25.05 7.25 44.21 -1.29 2.82
PL Port Optimization Moderate R 0.10 25.02 7.04 44.39 -0.30 ---
Russell LifePoints Growth Strategy C -0.80 25.00 7.55 49.84 -4.97 1.58
MainStay Moderate Growth Allocation Inv -0.71 25.00 7.03 45.39 --- ---
MainStay Moderate Growth Allocation A LW -0.71 25.00 7.03 45.59 -2.30 ---
MainStay Moderate Growth Allocation A -0.71 25.00 7.03 45.59 -2.30 ---
First American Strategy Balanced Allc C -0.33 25.00 7.26 44.17 -1.30 2.82
JHancock2 Retirement Rising Dist A LW -0.31 24.97 6.57 39.85 --- ---
JHancock2 Retirement Rising Dist A -0.31 24.97 6.57 39.85 --- ---
Hartford Balanced Allocation R3 -0.49 24.97 6.39 41.83 --- ---
Fidelity Advisor Income Repl 2038 T -0.61 24.93 6.87 43.92 --- ---
BlackRock Growth Prepared A Load Waived -0.80 24.86 7.46 49.32 --- ---
BlackRock Growth Prepared A -0.80 24.86 7.46 49.32 --- ---
JPMorgan Investor Growth & Income A LW -0.26 24.85 7.03 43.77 -0.84 3.36
JPMorgan Investor Growth & Income A -0.26 24.85 7.03 43.77 -0.84 3.36
Leuthold Core Investment I -1.36 24.84 8.07 47.57 3.27 ---
Hartford Checks and Balances R5 0.35 24.84 6.84 44.68 --- ---
Fidelity Advisor Income Repl 2040 C -0.68 24.84 6.88 44.19 --- ---
Delaware Foundation Moderate Allc A LW -0.30 24.84 7.53 42.24 0.95 4.14
Delaware Foundation Moderate Allc A -0.30 24.84 7.53 42.24 0.95 4.14
Oppenheimer Active Allc Y -0.82 24.82 7.37 53.74 -7.18 ---
MFS Moderate Allocation A Load Waived -0.58 24.79 7.09 40.71 0.34 3.65
MFS Moderate Allocation A -0.58 24.79 7.09 40.71 0.34 3.65
HSBC Investor Wld Sel Mod Gr Strategy A -1.14 24.79 6.51 42.67 -1.12 ---
HSBC Investor Wld Sel Mod Gr Strate A LW -1.14 24.79 6.51 42.67 -1.12 ---
Fidelity Income Replacement 2036 -0.51 24.76 6.81 43.13 --- ---
Fidelity Advisor Income Repl 2036 I -0.51 24.76 6.83 43.13 --- ---
MFS Moderate Allocation R3 -0.58 24.71 7.04 40.76 0.35 ---
Hartford Checks and Balances I 0.23 24.70 6.72 44.54 --- ---
Fidelity Puritan K 0.25 24.69 7.40 40.88 --- ---
Leuthold Core Investment -1.36 24.68 8.04 47.44 3.16 7.33
SAAT Market Growth Strategy A -0.65 24.67 6.75 45.99 -4.19 1.54
BlackRock Growth Prepared R -0.81 24.67 7.38 48.98 --- ---
Allianz Glbl Inv Solutions Cr Allc B -0.10 24.67 7.86 44.17 -0.92 2.92
MFS Moderate Allocation 529A LW -0.58 24.66 7.03 40.58 0.16 3.44
MFS Moderate Allocation 529A -0.58 24.66 7.03 40.58 0.16 3.44
JPMorgan Diversified Instl -0.24 24.65 7.16 42.87 0.45 3.96
HighMark Balanced Fid -0.69 24.64 7.09 41.19 -1.15 2.48
Fidelity Advisor Balanced I -0.82 24.62 6.30 42.97 -2.15 2.16
Allianz Glbl Inv Solutions Cr Allc C -0.10 24.62 7.88 44.19 -0.93 2.92
PL Port Optimization Moderate C 0.10 24.60 6.97 43.98 -0.81 2.95
PL Port Optimization Moderate 529 MT C 0.10 24.60 6.97 43.98 -0.81 2.95
Transamerica Balanced A Load Waived 1.37 24.58 7.48 34.81 -4.96 0.41
Transamerica Balanced A 1.37 24.58 7.48 44.09 -1.96 2.30
PL Port Optimization Moderate B 0.00 24.57 6.85 43.96 -0.81 2.93
PL Port Optimization Moderate 529 MT B 0.00 24.57 6.85 43.96 -0.81 2.93
Transamerica Asset Allc - Mod Gr A LW -0.55 24.54 7.39 45.16 -2.43 2.94
Transamerica Asset Allc - Mod Gr A -0.55 24.54 7.39 45.16 -2.43 2.94
Russell LifePoints Bal Strat R1 -0.32 24.53 7.12 44.11 -1.64 ---
Wells Fargo Advantage Growth Balanced B -0.45 24.52 7.08 44.07 -5.08 0.13
Russell LifePoints Bal Strat S -0.32 24.51 7.12 44.07 -1.63 3.25
Wells Fargo Advantage Growth Balanced C -0.45 24.50 7.09 44.10 -5.08 0.14
Delaware Foundation Moderate Allc R -0.30 24.50 7.56 41.66 0.65 3.86
Fidelity Advisor Income Repl 2036 A LW -0.51 24.49 6.76 42.80 --- ---
Fidelity Advisor Income Repl 2036 A -0.51 24.49 6.76 42.80 --- ---
Transamerica Asset Allc - Mod Gr R -0.56 24.48 7.41 44.83 -2.56 ---
SAAT Market Growth Strategy I -0.66 24.48 6.66 45.53 -4.43 1.49
Hartford Balanced Allocation C -0.49 24.48 6.39 41.26 -1.49 2.37
Hartford Balanced Allocation B -0.59 24.46 6.26 41.22 -1.56 2.34
George Putnam of Boston Y 0.00 24.46 6.07 42.70 -8.54 -1.90
MFS Moderate Allocation R2 -0.67 24.45 6.94 40.42 0.07 3.34
Hartford Checks and Balances A LW 0.23 24.45 6.64 44.13 --- ---
Hartford Checks and Balances A 0.23 24.45 6.64 44.13 --- ---
Fidelity Puritan 0.19 24.45 7.36 40.64 -1.62 2.93
RiverSource Portfolio Bldr Mod Agrsv A -0.76 24.43 7.15 42.25 -1.53 3.13
RiverSource Portfolio Bldr Mod Agrs A LW -0.76 24.43 7.15 42.25 -1.53 3.13
JPMorgan Diversified Sel -0.24 24.42 7.01 42.48 0.21 3.71
Hartford Checks and Balances R4 0.23 24.41 6.62 44.07 --- ---
BlackRock Asset Allocation Instl -1.15 24.41 6.83 43.39 0.57 3.96
Fidelity Advisor Income Repl 2038 C -0.66 24.38 6.75 43.25 --- ---
HighMark Balanced Retail A Load Waived -0.79 24.34 7.02 40.83 -1.40 2.22
HighMark Balanced Retail A -0.79 24.34 7.02 40.83 -1.40 2.22
Fidelity Advisor Balanced A Load Waived -0.83 24.34 6.24 42.53 -6.56 -1.94
Fidelity Advisor Balanced A -0.83 24.34 6.24 42.53 -2.42 1.88
George Putnam of Boston A Load Waived 0.09 24.31 6.03 42.46 -8.74 -2.14
George Putnam of Boston A 0.09 24.31 6.03 42.46 -8.74 -2.14
Oppenheimer Active Allc N -0.84 24.29 7.24 52.79 -7.72 ---
Oppenheimer Active Allc A Load Waived -0.83 24.29 7.20 52.86 -7.55 ---
Oppenheimer Active Allc A -0.83 24.29 7.20 52.86 -7.55 ---
Russell LifePoints Bal Strat E -0.32 24.25 7.07 43.63 -1.88 2.99
Fidelity Advisor Income Repl 2036 T -0.55 24.23 6.70 42.44 --- ---
Fidelity Income Replacement 2034 -0.45 24.22 6.68 41.91 --- ---
Fidelity Advisor Income Repl 2034 I -0.45 24.22 6.66 41.91 --- ---
AIM Moderate Allocation Inst -0.31 24.21 6.64 39.14 -2.11 2.85
Russell LifePoints Bal Strat R2 -0.42 24.20 6.96 43.60 -1.89 ---
JPMorgan Investor Growth & Income B -0.35 24.20 6.92 42.92 -1.41 2.75
Hartford Checks and Balances R3 0.35 24.20 6.68 43.96 --- ---
Russell LifePoints Bal Strat A LW -0.42 24.19 6.97 43.62 -1.89 2.98
Russell LifePoints Bal Strat A -0.42 24.19 6.97 43.62 -1.89 2.98
Pioneer Classic Balanced C 0.00 24.16 7.67 39.31 -1.13 ---
MainStay Moderate Growth Allocation C -0.83 24.16 6.78 44.36 -3.07 ---
MainStay Moderate Growth Allocation B -0.83 24.16 6.78 44.35 -3.07 ---
JHancock2 Retirement Distribution A LW -0.26 24.16 6.29 40.37 --- ---
JHancock2 Retirement Distribution A -0.26 24.16 6.29 40.37 --- ---
JPMorgan Investor Growth & Income C -0.36 24.14 6.85 42.97 -1.43 2.74
AIM Moderate Allocation Y -0.31 24.14 6.66 39.10 --- ---
Pioneer Classic Balanced B -0.12 24.12 7.57 39.32 -1.17 2.78
Fidelity Advisor Balanced T -0.82 24.06 6.13 42.25 -2.64 1.64
Delaware Foundation Moderate Allc B -0.30 24.06 7.34 41.07 0.18 3.37
DWS Lifecycle Long Range Inst -0.47 24.05 7.03 42.58 -3.42 1.43
JPMorgan Diversified A Load Waived -0.24 24.04 6.97 42.16 -0.06 3.45
JPMorgan Diversified A -0.24 24.04 6.97 42.16 -0.06 3.45
Transamerica Balanced C 1.38 24.03 7.35 43.39 -2.49 1.77
The Montecito 1.30 24.03 7.59 41.41 -4.25 0.58
Delaware Foundation Moderate Allc C -0.40 24.00 7.32 40.95 0.15 3.36
Russell LifePoints Bal Strat R3 -0.32 23.99 6.98 43.29 -2.14 2.73
BlackRock Asset Allocation Svc -1.20 23.99 6.71 42.94 0.31 ---
MFS Moderate Allocation R1 -0.60 23.97 6.86 39.71 -0.38 ---
Fidelity Advisor Income Repl 2034 A LW -0.47 23.94 6.60 41.52 --- ---
Fidelity Advisor Income Repl 2034 A -0.47 23.94 6.60 41.52 --- ---
BlackRock Growth Prepared C -0.93 23.94 7.33 48.27 --- ---
BlackRock Asset Allocation Inv A LW -1.15 23.94 6.86 40.42 -4.25 -0.58
BlackRock Asset Allocation Inv A -1.15 23.94 6.86 42.90 0.20 3.57
MFS Moderate Allocation B -0.67 23.91 6.81 39.78 -0.35 2.95
George Putnam of Boston R 0.00 23.91 5.89 41.94 -8.96 -2.37
Transamerica Asset Allc - Mod Gr C -0.65 23.90 7.23 44.09 -3.04 2.30
AIM Moderate Allocation A Load Waived -0.31 23.89 6.56 38.69 -2.38 2.56
AIM Moderate Allocation A -0.31 23.89 6.56 38.69 -2.38 2.56
MFS Moderate Allocation 529B -0.67 23.87 6.87 39.62 -0.52 2.74
HSBC Investor Moderate Growth Strategy B -1.23 23.87 6.34 41.54 -1.87 ---
Thrivent Moderate Allocation I -0.92 23.86 5.99 43.30 -1.15 ---
MFS Moderate Allocation C -0.67 23.85 6.83 39.69 -0.37 2.95
HSBC Investor Wld Sel Mod Gr Strategy C -1.17 23.85 6.28 41.61 -1.89 ---
BlackRock Moderate Prepared Instl -0.44 23.85 6.78 43.73 --- ---
Transamerica Balanced B 1.32 23.83 7.32 43.11 -2.59 1.69
Transamerica Asset Allc - Mod Gr B -0.65 23.82 7.31 44.09 -3.08 2.26
MFS Moderate Allocation 529C -0.67 23.77 6.78 39.60 -0.53 2.74
Fidelity Income Replacement 2032 -0.43 23.75 6.50 40.79 --- ---
Fidelity Advisor Income Repl 2032 I -0.43 23.71 6.50 40.79 --- ---
DWS Lifecycle Long Range S -0.37 23.71 6.99 42.25 -3.67 1.14
Hartford Checks and Balances C 0.23 23.70 6.48 43.30 --- ---
George Putnam of Boston M 0.00 23.68 5.88 41.73 -9.20 -2.61
Transamerica Asset Allc - Mod A LW -0.18 23.67 6.95 40.12 -0.04 3.75
Transamerica Asset Allc - Mod A -0.18 23.67 6.95 40.12 -0.04 3.75
JHancock Balanced I -0.50 23.67 6.11 47.11 5.12 8.87
HighMark Balanced Retail B -0.84 23.66 6.82 39.97 -2.01 1.59
GuideStone Funds Balanced Allc I GS2 -0.11 23.64 6.77 40.09 0.56 3.66
HighMark Balanced Retail C -0.84 23.63 6.86 39.99 -2.02 1.59
Fidelity Advisor Income Repl 2036 C -0.60 23.63 6.54 41.70 --- ---
Fidelity Advisor Income Repl 2034 T -0.52 23.63 6.52 41.18 --- ---
AIM Moderate Allocation R -0.21 23.63 6.57 38.46 -2.60 2.32
JHancock Balanced R5 -0.50 23.58 6.06 46.90 --- ---
Hartford Checks and Balances B 0.23 23.56 6.48 43.13 --- ---
PIMCO All Asset Instl 0.92 23.52 6.10 39.95 4.40 5.24
DFA Global 60/40 I -1.30 23.52 5.74 42.58 -0.67 4.00
Transamerica Asset Allc - Mod R -0.18 23.50 6.88 39.94 -0.22 ---
George Putnam of Boston C 0.00 23.50 5.87 41.27 -9.41 -2.86
Fidelity Advisor Balanced B -0.90 23.50 5.97 41.46 -3.21 1.04
RiverSource Portfolio Bldr Mod Agrsv C -0.87 23.49 6.91 41.22 -2.25 2.34
Fidelity Advisor Income Repl 2032 A LW -0.45 23.49 6.46 40.47 --- ---
Fidelity Advisor Income Repl 2032 A -0.45 23.49 6.46 40.47 --- ---
Oppenheimer Active Allc C -0.85 23.48 7.10 51.88 -8.24 ---
Fidelity Advisor Balanced C -0.91 23.48 5.99 41.49 -3.17 1.08
Thrivent Moderate Allocation A LW -0.92 23.47 5.92 42.76 -1.44 ---
Thrivent Moderate Allocation A -0.92 23.47 5.92 42.76 -1.44 ---
PIMCO All Asset P 1.00 23.46 6.08 40.02 --- ---
Janus Aspen Balanced Instl -0.19 23.45 6.12 37.93 4.91 7.21
JPMorgan Diversified C -0.40 23.42 6.78 41.16 -0.59 2.90
JPMorgan Diversified B -0.40 23.42 6.85 41.23 -0.58 2.91
RiverSource Portfolio Bldr Mod Agrsv B -0.87 23.38 6.86 41.06 -2.29 2.34
George Putnam of Boston B 0.00 23.37 5.80 41.21 -9.44 -2.88
Frost Strategic Balanced Inst -0.36 23.37 7.20 40.97 1.02 ---
Fidelity Income Replacement 2030 -0.36 23.37 6.45 39.91 --- ---
GuideStone Funds Balanced Allocation GS4 -0.18 23.34 6.67 39.70 0.35 3.48
Fidelity Advisor Income Repl 2030 I -0.38 23.34 6.42 39.91 --- ---
BlackRock Moderate Prepared A LW -0.55 23.34 6.69 43.36 --- ---
BlackRock Moderate Prepared A -0.55 23.34 6.69 43.36 --- ---
BlackRock Moderate Prepared R -0.55 23.33 6.60 43.07 --- ---
JHT Core Allocation Plus NAV -1.04 23.32 5.97 46.38 --- ---
Russell LifePoints Bal Strat C -0.43 23.30 6.76 42.54 -2.63 2.21
Oppenheimer Active Allc B -0.97 23.30 6.96 51.60 -8.31 ---
JHancock Balanced R4 -0.50 23.29 6.06 46.57 --- ---
JHancock Balanced A Load Waived -0.50 23.29 6.00 46.64 4.70 8.40
JHancock Balanced A -0.50 23.29 6.00 46.64 4.70 8.40
PIMCO All Asset Admin 0.92 23.24 6.05 39.69 4.14 5.00
Fidelity Advisor Income Repl 2032 T -0.45 23.22 6.41 40.13 --- ---
JHT Core Allocation Plus I -1.04 23.18 5.97 46.29 --- ---
RiverSource Balanced R4 -0.44 23.17 7.17 41.37 -3.17 1.71
BlackRock Asset Allocation Inv C -1.20 23.17 6.60 41.88 -0.53 2.83
JHFunds2 Core Fundamental Holdings 1 0.22 23.15 7.26 40.11 --- ---
Frost Strategic Balanced A Load Waived -0.38 23.12 7.14 40.63 --- ---
Frost Strategic Balanced A -0.38 23.12 7.14 40.63 --- ---
BlackRock Asset Allocation Inv B -1.27 23.12 6.57 41.79 -0.60 2.76
PIMCO All Asset D 0.92 23.09 5.95 39.49 3.87 4.66
Fidelity Advisor Income Repl 2034 C -0.56 23.07 6.38 40.45 --- ---
JHT Core Allocation Plus II -1.04 23.06 5.98 45.99 --- ---
AIM Moderate Allocation C -0.31 23.06 6.39 37.77 -3.12 1.82
AIM Moderate Allocation B -0.31 23.06 6.39 37.77 -3.12 1.82
VALIC Company II Moderate Gr Lifestyle -0.84 23.04 6.69 40.79 0.25 4.51
Fidelity Advisor Income Repl 2030 A LW -0.40 23.04 6.36 39.55 --- ---
Fidelity Advisor Income Repl 2030 A -0.40 23.04 6.36 39.55 --- ---
Transamerica Asset Allc - Mod C -0.18 23.02 6.79 39.44 -0.65 3.11
Auxier Focus Inv 0.43 23.02 7.55 38.38 0.27 3.73
Old Westbury Real Return -2.11 23.01 8.23 44.03 0.42 ---
RiverSource Balanced A Load Waived -0.44 22.99 7.12 41.07 -3.32 1.55
RiverSource Balanced A -0.44 22.99 7.12 41.07 -3.32 1.55
Vanguard STAR -0.17 22.98 6.69 42.52 -0.14 4.01
RiverSource Port Builder Moderate A LW -0.42 22.96 6.43 37.19 0.40 3.76
RiverSource Port Builder Moderate A -0.42 22.96 6.43 37.19 0.40 3.76
RidgeWorth Growth Allocation Strategy I -0.77 22.95 6.52 42.52 -0.51 3.35
DWS Select Alternative Allocation S 0.19 22.95 6.49 36.86 --- ---
Transamerica Asset Allc - Mod B -0.27 22.94 6.77 39.16 -0.72 3.04
JHancock Balanced R3 -0.50 22.93 5.92 46.16 --- ---
Franklin Mutual Recovery Adv -1.58 22.92 6.87 38.53 -9.19 -0.46
Fidelity Income Replacement 2028 -0.32 22.90 6.34 39.00 --- ---
Fidelity Advisor Income Repl 2028 I -0.35 22.90 6.31 38.96 --- ---
PIMCO All Asset A Load Waived 0.84 22.83 5.90 39.16 3.78 4.60
PIMCO All Asset A 0.84 22.83 5.90 39.16 3.78 4.60
JHancock Balanced R1 -0.50 22.83 5.88 46.00 --- ---
DWS Select Alternative Allocation Instl 0.19 22.81 6.60 36.86 --- ---
Fidelity Advisor Income Repl 2030 T -0.43 22.79 6.28 39.20 --- ---
MTB Mgd Allocation Moderate Gr A LW -0.49 22.75 6.77 30.26 -7.19 -2.76
MTB Mgd Allocation Moderate Gr A -0.49 22.75 6.77 41.12 -1.92 1.67
Franklin Mutual Recovery A Load Waived -1.60 22.71 6.82 38.02 -12.14 -5.15
Franklin Mutual Recovery A -1.60 22.71 6.82 38.17 -9.49 -0.80
Fidelity Advisor Income Repl 2032 C -0.52 22.65 6.25 39.41 --- ---
RidgeWorth Growth Allocation Strategy A -0.77 22.63 6.47 42.09 -0.81 3.04
RidgeWorth Growth Allocation Strate A LW -0.77 22.63 6.47 42.09 -0.81 3.04
SEI Asset Allc Diversified Glbl Mod Gr A -0.33 22.61 6.55 42.91 -4.26 1.30
Old Mutual Asset Allocation Balanced Z -0.70 22.61 5.77 40.10 0.14 ---
Fidelity Advisor Income Repl 2028 A LW -0.37 22.60 6.25 38.63 --- ---
Fidelity Advisor Income Repl 2028 A -0.37 22.60 6.25 38.63 --- ---
Van Kampen Equity and Income I -0.51 22.59 8.47 40.01 -0.93 ---
Franklin Templeton Moderate Target Adv -0.78 22.59 6.49 37.54 2.52 ---
DWS Select Alternative Allocation A LW 0.10 22.57 6.40 36.51 --- ---
DWS Select Alternative Allocation A 0.10 22.57 6.40 36.51 --- ---
PIMCO All Asset R 0.84 22.51 5.86 38.75 3.49 ---
JHancock Balanced C -0.57 22.49 5.84 45.44 3.98 7.64
BlackRock Moderate Prepared C -0.55 22.48 6.39 42.26 --- ---
Madison Mosaic Balanced -0.12 22.47 6.36 40.06 0.33 2.44
ING Solution Growth I -0.49 22.44 7.34 44.02 --- ---
Old Mutual Asset Allocation Balanced I -0.70 22.40 5.77 39.90 0.07 4.06
JHancock Balanced B -0.57 22.40 5.84 45.49 3.96 7.63
Franklin Templeton Moderate Target A LW -0.78 22.38 6.44 37.22 2.29 5.06
Franklin Templeton Moderate Target A -0.78 22.38 6.44 37.22 2.29 5.06
Fidelity Advisor Income Repl 2028 T -0.39 22.33 6.18 38.26 --- ---
American Funds Inc Fund of Amer R5 0.92 22.32 8.68 38.66 -2.37 3.16
Old Mutual Asset Allocation Balanced A -0.70 22.28 5.60 39.67 -0.14 3.81
Old Mutual Asset Allocation Balance A LW -0.70 22.28 5.60 39.67 -0.14 3.81
RiverSource Port Builder Moderate B -0.52 22.25 6.25 36.22 -0.39 2.96
RiverSource Balanced B -0.44 22.24 6.94 40.10 -4.05 0.76
Fidelity Advisor Income Repl 2030 C -0.48 22.24 6.13 38.49 --- ---
American Funds Inc Fund of Amer F-2 0.86 22.24 8.68 40.12 --- ---
Principal SAM Conservative Growth Inst -0.34 22.23 7.53 44.58 --- ---
Van Kampen Equity and Income A LW -0.51 22.21 8.27 39.73 -1.22 3.69
Van Kampen Equity and Income A -0.51 22.21 8.27 39.73 -1.22 3.69
RiverSource Balanced C -0.55 22.18 7.00 40.05 -4.05 0.76
SEI Asset Allc Diversified Glbl Mod Gr I -0.33 22.17 6.39 42.38 -4.51 1.04
American Funds Inc Fund of Amer 529F 0.92 22.17 8.67 38.61 -2.45 3.04
RiverSource Port Builder Moderate C -0.52 22.16 6.17 36.30 -0.36 2.97
Van Kampen Equity and Income B -0.65 22.15 8.29 39.61 -1.43 3.26
Franklin Templeton Moderate Target R -0.78 22.14 6.40 36.91 2.02 4.80
RidgeWorth Growth Allocation Strategy B -0.88 22.13 6.36 41.42 -1.25 2.57
Aston Balanced N 1.23 22.12 7.42 36.77 -0.15 1.44
PIMCO All Asset C 0.85 22.11 5.77 38.18 3.03 3.85
ING Solution Growth S -0.61 22.07 7.13 43.24 --- ---
PIMCO All Asset B 0.85 22.05 5.76 38.23 3.01 3.84
Aberdeen Optimal Allocations Mod I -0.85 22.02 6.10 39.19 1.11 5.15
Waddell & Reed InvestEd Growth A LW -1.43 21.99 6.36 37.40 1.06 5.20
Waddell & Reed InvestEd Growth A -1.43 21.99 6.36 37.40 1.06 5.20
MTB Mgd Allocation Moderate Gr B -0.63 21.97 6.58 40.07 -2.71 0.88
Wells Fargo Advantage WB Mod Balanced -0.39 21.94 5.81 37.09 -0.64 2.26
Franklin Mutual Recovery C -1.63 21.94 6.59 37.32 -10.09 -1.43
American Funds Inc Fund of Amer F-1 0.86 21.94 8.63 38.33 -2.63 2.89
AdvisorOne Clermont N 0.34 21.93 6.55 40.72 -2.78 0.97
SC Ibbotson Balanced Initial -0.36 21.92 6.84 40.16 --- ---
American Funds Inc Fund of Amer A LW 0.86 21.92 8.55 38.29 -2.60 2.94
American Funds Inc Fund of Amer A 0.86 21.92 8.55 38.29 -2.60 2.94
American Funds Inc Fund of Amer R4 0.86 21.91 8.55 38.18 -2.69 2.84
American Funds Inc Fund of Amer 529A LW 0.86 21.90 8.54 38.28 -2.67 2.85
American Funds Inc Fund of Amer 529A 0.86 21.90 8.54 38.28 -2.67 2.85
Van Kampen Equity and Income R -0.64 21.88 8.17 39.18 -1.47 3.42
VALIC Company I Asset Allocation 0.21 21.88 7.74 38.03 0.67 3.74
Janus Balanced J -0.29 21.88 5.80 35.69 4.58 6.93
Principal SAM Conservative Growth R5 -0.43 21.86 7.37 44.27 --- ---
Principal SAM Conservative Growth R4 -0.43 21.82 7.46 44.13 --- ---
Fidelity Advisor Income Repl 2028 C -0.43 21.82 6.06 37.59 --- ---
RidgeWorth Growth Allocation Strategy C -0.89 21.81 6.23 40.88 -1.56 ---
Manning & Napier Pro-Blend Extnd Term I -0.95 21.76 5.90 38.25 --- ---
Aberdeen Optimal Allocations Mod A LW -0.85 21.76 6.03 38.97 1.44 5.35
Aberdeen Optimal Allocations Mod A -0.85 21.76 6.03 38.97 1.44 5.35
ING Solution Growth Adv -0.61 21.75 6.87 42.97 --- ---
DWS Select Alternative Allocation C 0.00 21.75 6.22 35.32 --- ---
Principal SAM Conservative Growth A LW -0.42 21.74 7.42 28.97 -8.95 -1.64
Principal SAM Conservative Growth A -0.42 21.74 7.42 44.15 -3.60 1.78
Morgan Stanley Inst Balanced Instl 0.17 21.72 7.35 37.78 0.19 4.17
Vantagepoint Traditional Growth -0.15 21.68 6.13 39.81 -0.55 3.11
MainStay Moderate Allocation I -0.39 21.68 6.05 37.93 0.36 ---
DWS Balanced Inst -0.48 21.67 6.54 39.72 -2.25 1.75
SC Ibbotson Balanced Service -0.45 21.66 6.70 39.70 --- ---
American Funds Inc Fund of Amer R3 0.86 21.66 8.56 37.89 -2.95 2.55
Principal SAM Balanced Inst -0.09 21.64 6.68 39.11 --- ---
DWS Balanced S -0.48 21.62 6.67 39.63 -2.33 ---
Legg Mason ClearBridge Capital and Inc I 1.99 21.61 5.81 39.05 -4.85 1.05
Columbia Asset Allocation Z -0.77 21.61 5.48 40.42 -1.12 2.98
Aberdeen Optimal Allocations Mod R -0.86 21.61 5.96 38.73 1.17 5.01
Federated Balanced Allocation A LW -0.66 21.59 6.54 41.84 -3.35 ---
Federated Balanced Allocation A -0.66 21.59 6.54 41.84 -3.35 ---
American Funds Inc Fund of Amer 529E 0.86 21.59 8.56 37.94 -2.94 2.55
Manning & Napier Pro-Blend Extnd Term S -0.87 21.58 5.87 37.99 -0.68 4.97
Van Kampen Equity and Income C -0.52 21.54 8.20 38.77 -1.93 2.95
Principal SAM Conservative Growth R3 -0.43 21.53 7.39 43.81 --- ---
Old Mutual Asset Allocation Balanced C -0.70 21.52 5.42 38.70 -0.87 3.08
Morgan Stanley Inst Balanced Invmt 0.08 21.52 7.32 37.51 0.04 4.02
Franklin Templeton Moderate Target C -0.87 21.51 6.23 36.17 1.49 4.27
Franklin Templeton Moderate Target B -0.86 21.50 6.29 36.18 1.51 4.27
MainStay Moderate Allocation A LW -0.30 21.49 6.08 37.55 0.11 ---
MainStay Moderate Allocation A -0.30 21.49 6.08 37.55 0.11 ---
JPMorgan Investor Balanced Select -0.09 21.49 5.91 34.88 1.76 4.37
Transamerica Partners Instl Balanced 0.37 21.47 6.92 39.54 -3.01 1.66
Principal SAM Conservative Growth J -0.43 21.47 7.31 43.72 --- ---
Principal SAM Balanced R5 -0.09 21.43 6.72 38.95 --- ---
TCW Moderate Allocation I -1.18 21.42 5.14 40.65 -2.54 ---
Principal SAM Conservative Growth R2 -0.43 21.41 7.33 43.56 --- ---
ING Van Kampen Equity & Inc I -0.51 21.41 8.41 39.33 -0.72 3.99
Morgan Stanley Inst Balanced P 0.08 21.40 7.30 37.35 -0.10 3.89
Calvert Social Investment Balanced A LW -0.73 21.40 5.66 32.29 -3.64 0.82
Calvert Social Investment Balanced A -0.73 21.40 5.66 32.29 -3.64 0.82
SEI Asset Allc Diversified Glbl Mod Gr D -0.45 21.38 6.26 41.34 -5.23 0.28
TCW Moderate Allocation N -1.18 21.34 5.16 40.62 -2.56 ---
MainStay Moderate Allocation Inv -0.39 21.34 5.97 37.37 --- ---
JPMorgan Investor Balanced A LW 0.00 21.29 5.85 30.12 -1.34 2.13
JPMorgan Investor Balanced A 0.00 21.29 5.85 34.75 1.51 4.11
DWS Balanced A Load Waived -0.48 21.28 6.46 39.17 -2.56 1.45
DWS Balanced A -0.48 21.28 6.46 39.17 -2.56 1.45
Cavanal Hill Balanced I -1.19 21.25 5.49 36.58 -1.69 ---
Legg Mason ClearBridge Capital and Inc A 1.90 21.24 5.69 38.57 -5.18 0.71
Legg Mason ClearBridge Capital and A LW 1.90 21.24 5.69 38.57 -5.18 0.71
JHT American Asset Allc Tr Ser III 0.40 21.24 6.87 39.61 --- ---
Columbia Asset Allocation II Z 0.40 21.23 7.01 38.76 -2.78 1.67
Accessor Growth & Inc Allocation Instl -1.11 21.19 6.44 37.56 -2.82 1.98
Transamerica Instl Asst Allc Itm/Lg Hrzn -0.64 21.18 6.95 42.10 -4.27 1.02
Principal SAM Conservative Growth R1 -0.52 21.17 7.24 43.28 --- ---
HighMark Growth & Income Allocation Fid -0.91 21.17 6.37 42.42 -2.61 ---
Principal SAM Balanced A Load Waived -0.18 21.16 6.62 26.56 -5.54 -0.05
Principal SAM Balanced A -0.18 21.16 6.62 38.68 -0.82 2.92
Principal SAM Balanced R4 -0.18 21.13 6.60 38.70 --- ---
American Funds Inc Fund of Amer B 0.80 21.13 8.42 37.32 -3.34 2.15
Virtus Balanced A Load Waived 0.25 21.12 5.93 39.26 -6.47 -2.20
Virtus Balanced A 0.25 21.12 5.93 39.26 -1.28 2.29
ING Van Kampen Equity & Inc S -0.55 21.12 8.34 38.97 -0.97 3.73
American Funds Inc Fund of Amer R1 0.79 21.12 8.38 37.25 -3.39 2.08
Legg Mason Inv Counsel Social Aware I -0.33 21.11 7.75 38.98 --- ---
First Focus Balanced Instl -0.17 21.08 6.70 42.04 0.14 3.44
American Funds Inc Fund of Amer 529C 0.79 21.07 8.37 37.19 -3.45 2.02
American Funds Inc Fund of Amer 529B 0.79 21.07 8.37 37.20 -3.46 2.02
Transamerica Partners Balanced 0.32 21.06 6.79 39.08 -3.36 1.30
Columbia Asset Allocation A Load Waived -0.78 21.06 5.36 39.73 -1.47 2.63
Columbia Asset Allocation A -0.78 21.06 5.36 39.73 -1.47 2.63
Cavanal Hill Balanced Inv -1.20 21.06 5.37 36.30 -1.92 2.61
American Funds Inc Fund of Amer C 0.80 21.05 8.35 37.26 -3.39 2.09
American Funds Inc Fund of Amer R2 0.80 21.04 8.32 37.09 -3.47 2.04
Advance Capital I Balanced Instl 0.13 21.04 6.25 32.47 --- ---
Virtus AlphaSector Rotation A LW -0.21 21.03 7.82 41.93 -3.68 1.43
Virtus AlphaSector Rotation A -0.21 21.03 7.82 41.93 -3.68 1.43
Columbia Asset Allocation II A LW 0.35 21.03 6.93 38.49 -3.02 1.44
Columbia Asset Allocation II A 0.35 21.03 6.93 38.49 -3.02 1.44
Transamerica Asset Allc Interm/Long Hrzn -0.65 21.02 6.87 41.97 -4.64 0.64
Principal SAM Balanced J -0.09 21.00 6.64 38.41 --- ---
Principal SAM Balanced R3 -0.18 20.99 6.58 38.37 --- ---
Aberdeen Optimal Allocations Mod B -0.96 20.99 5.85 37.94 0.68 4.51
Federated Balanced Allocation C -0.67 20.98 6.29 41.02 -4.02 ---
Aberdeen Optimal Allocations Mod C -0.96 20.97 5.74 37.93 0.66 4.55
American Funds Asset Allocation HLS IB 0.36 20.96 6.77 39.07 --- ---
Principal SAM Conservative Growth C -0.44 20.95 7.24 42.93 -4.33 1.00
Principal SAM Conservative Growth B -0.52 20.94 7.16 42.94 -4.35 0.99
Federated Balanced Allocation B -0.67 20.94 6.43 40.78 -4.05 ---
LKCM Balanced -0.23 20.93 7.00 36.46 2.28 4.84
JHT American Asset Allc Tr Ser I 0.40 20.93 6.77 39.00 --- ---
Vanguard Wellington Adm 0.59 20.92 7.04 40.31 1.28 5.32
Legg Mason ClearBridge Eq Inc Builder I 1.74 20.91 6.63 35.40 --- ---
Dreyfus Balanced Opportunity I -0.86 20.89 6.26 40.37 -2.47 0.58
Principal SAM Balanced R2 -0.09 20.88 6.54 38.15 --- ---
HighMark Growth & Income Allocation A LW -0.97 20.88 6.27 42.05 -2.87 1.73
HighMark Growth & Income Allocation A -0.97 20.88 6.27 42.05 -2.87 1.73
Columbia Asset Allocation T -0.78 20.88 5.43 39.47 -1.54 2.59
Accessor Growth & Inc Allocation A LW -1.11 20.87 6.29 37.12 -3.16 1.61
Accessor Growth & Inc Allocation A -1.11 20.87 6.29 37.12 -3.16 1.61
ING Van Kampen Equity & Inc Adv -0.58 20.84 8.26 38.60 -1.22 3.48
Huntington Dividend Capture Instl -0.78 20.82 5.80 59.30 -6.74 -0.42
Vanguard Wellington 0.59 20.79 7.03 40.19 1.18 5.20
Principal SAM Balanced R1 -0.18 20.76 6.50 37.98 --- ---
Advance Capital I Balanced 0.00 20.73 6.17 33.44 -4.01 0.84
Accessor Growth & Inc Allocation Inv -1.11 20.71 6.25 36.86 -3.30 1.48
JPMorgan Investor Balanced C -0.18 20.70 5.69 33.74 0.92 3.49
JPMorgan Investor Balanced B -0.18 20.68 5.71 33.90 0.90 3.49
Dreyfus Balanced Opportunity A LW -0.80 20.68 6.26 40.01 -2.66 0.40
Dreyfus Balanced Opportunity A -0.80 20.68 6.26 40.01 -2.66 0.40
MainStay Moderate Allocation B -0.40 20.63 5.82 36.40 -0.66 ---
JHT American Asset Allc Tr Ser II 0.30 20.63 6.66 38.73 --- ---
Legg Mason Inv Counsel Social Aware A LW -0.40 20.62 7.54 38.33 -1.27 1.36
Legg Mason Inv Counsel Social Aware A -0.40 20.62 7.54 38.33 -1.27 1.36
Eaton Vance Balanced A Load Waived -1.09 20.59 5.40 39.73 -0.36 4.14
Eaton Vance Balanced A -1.09 20.59 5.40 39.73 -0.36 4.14
Legg Mason ClearBridge Eq Inc Builder A 1.74 20.58 6.47 34.94 --- ---
Legg Mason ClearBridge Eq Inc Build A LW 1.74 20.58 6.47 34.94 --- ---
Dreyfus Balanced Opportunity Z -0.80 20.58 6.21 39.98 -2.55 ---
Dreyfus Balanced Opportunity J -0.86 20.58 6.18 39.99 -2.45 0.61
Huntington Dividend Capture A LW -0.80 20.57 5.73 58.90 -6.96 -0.66
Huntington Dividend Capture A -0.80 20.57 5.73 58.90 -6.96 -0.66
DWS Balanced B -0.48 20.57 6.39 38.21 -2.90 1.07
Oppenheimer Moderate Inv Y -0.13 20.56 6.56 43.71 -7.47 ---
SM&R Balanced A Load Waived 0.44 20.54 6.91 37.23 -3.65 0.25
SM&R Balanced A 0.44 20.54 6.91 37.23 -3.65 0.25
Legg Mason ClearBridge Capital and Inc B 1.84 20.54 5.61 37.66 -5.73 0.13
Value Line Income & Growth 0.00 20.53 6.12 36.51 1.03 5.11
Principal SAM Balanced C -0.18 20.50 6.50 37.69 -1.55 2.17
Columbia Liberty Z -0.26 20.49 5.63 36.85 -0.97 2.98
MainStay Moderate Allocation C -0.50 20.48 5.71 36.39 -0.67 ---
Legg Mason ClearBridge Capital and Inc C 1.91 20.44 5.63 37.61 -5.89 -0.05
TIAA-CREF Managed Allc Inst -0.45 20.42 6.13 38.56 -1.69 ---
SM&R Balanced T 0.42 20.41 6.85 37.15 -3.65 0.27
Lord Abbett Capital Structure I 0.00 20.41 7.35 37.88 -2.46 2.50
Calvert Social Investment Balanced C -0.83 20.40 5.40 31.08 -4.51 -0.12
American Beacon Balanced AMR 0.60 20.39 6.82 38.69 -1.79 3.17
Principal SAM Balanced B -0.18 20.37 6.53 37.71 -1.56 2.14
DWS Balanced C -0.60 20.36 6.24 38.09 -3.37 0.61
American Funds American Balanced R5 1.31 20.35 7.44 37.03 -1.06 2.62
Lord Abbett Capital Structure F 0.00 20.34 7.37 37.70 --- ---
American Funds American Balanced F-2 1.32 20.33 7.44 37.01 --- ---
TIAA-CREF Managed Allc Retail -0.45 20.31 6.07 38.39 -1.75 ---
Virtus Balanced C 0.17 20.28 5.69 38.13 -2.05 ---
Calvert Social Investment Balanced B -0.78 20.27 5.40 30.92 -4.60 -0.18
Virtus Balanced B 0.17 20.26 5.69 38.08 -2.05 1.51
American Funds American Balanced 529F 1.38 20.26 7.45 36.91 -1.17 2.48
Arrow DWA Tactical A Load Waived -1.01 20.25 10.73 37.48 --- ---
Arrow DWA Tactical A -1.01 20.25 10.73 37.48 --- ---
American Beacon Balanced Instl 0.66 20.25 6.78 38.36 -2.04 2.92
Sit Balanced -0.62 20.23 6.21 29.24 -0.68 2.91
TIAA-CREF Managed Allc R -0.34 20.20 6.19 38.24 -1.92 ---
Sentinel Balanced A Load Waived 0.72 20.19 6.94 33.93 -0.05 3.63
Sentinel Balanced A 0.72 20.19 6.94 33.93 -0.05 3.63
Columbia Asset Allocation II C 0.25 20.19 6.70 37.44 -3.74 0.68
MainStay Balanced I -1.51 20.18 5.27 41.15 -2.33 2.02
Huntington Dividend Capture B -0.84 20.18 5.77 58.15 -7.42 -1.16
HighMark Growth & Income Allocation C -1.03 20.18 6.07 41.10 -3.55 1.02
Columbia Liberty A Load Waived -0.42 20.18 5.42 36.29 -1.26 2.72
Columbia Liberty A -0.42 20.18 5.42 36.29 -1.26 2.72
Columbia Asset Allocation II B 0.25 20.18 6.70 37.32 -3.76 0.66
Virtus Tactical Allocation A LW 0.25 20.17 5.24 36.58 -0.68 2.35
Virtus Tactical Allocation A 0.25 20.17 5.24 36.58 -0.68 2.35
Virtus AlphaSector Rotation C -0.31 20.17 7.52 40.78 -4.38 0.67
Timothy Plan Conservative Growth A LW -0.95 20.17 5.30 29.37 -9.26 -2.78
Timothy Plan Conservative Growth A -0.95 20.17 5.30 36.46 -2.19 2.06
Oppenheimer Moderate Inv A Load Waived -0.13 20.16 6.46 35.58 -9.79 ---
Oppenheimer Moderate Inv A -0.13 20.16 6.46 43.09 -7.84 ---
Accessor Balanced Allocation Instl -0.73 20.15 6.03 34.10 -1.23 2.59
American Funds American Balanced R4 1.32 20.12 7.45 36.69 -1.35 2.33
MainStay Balanced R1 -1.47 20.11 5.29 40.98 -2.42 1.92
Columbia Asset Allocation C -0.86 20.10 5.18 38.48 -2.24 1.86
Columbia Asset Allocation B -0.86 20.10 5.18 38.48 -2.22 1.86
American Funds American Balanced A LW 1.32 20.08 7.44 36.64 -2.97 0.45
American Funds American Balanced A 1.32 20.08 7.44 36.64 -1.32 2.35
Accessor Growth & Inc Allocation C -1.19 20.07 6.07 36.12 -3.80 0.94
American Funds American Balanced F-1 1.32 20.05 7.38 36.71 -1.32 2.35
Calvert Moderate Allocation Inst -1.12 20.04 5.59 36.19 --- ---
Mairs & Power Balanced Inv 0.32 20.02 6.98 34.93 -0.19 3.56
New Covenant Balanced Growth -0.15 20.00 6.29 38.42 -3.47 1.24
Legg Mason Inv Counsel Social Aware C -0.46 20.00 7.41 37.55 -1.83 0.74
American Funds American Balanced 529A LW 1.32 19.99 7.38 36.64 -1.38 2.29
American Funds American Balanced 529A 1.32 19.99 7.38 36.64 -1.38 2.29
Lord Abbett Capital Structure A LW -0.10 19.97 7.30 37.35 -2.81 2.15
Lord Abbett Capital Structure A -0.10 19.97 7.30 37.35 -2.81 2.15
SM&R Balanced B 0.36 19.96 6.73 36.44 -4.12 -0.25
Lord Abbett Capital Structure R2 -0.10 19.96 7.20 37.16 --- ---
Lord Abbett Capital Structure R3 0.00 19.95 7.29 37.36 --- ---
Lord Abbett Capital Structure P -0.10 19.95 7.25 37.25 -2.90 2.06
Legg Mason ClearBridge Eq Inc Builder C 1.74 19.91 6.37 34.08 --- ---
American Century One Choice: Mod -0.10 19.91 6.68 37.14 -0.23 3.98
MainStay Balanced A Load Waived -1.52 19.87 5.20 40.69 -5.50 -1.43
MainStay Balanced A -1.52 19.87 5.20 40.69 -2.65 1.63
JHT Core Strategy Trust Ser NAV -0.86 19.86 6.08 39.60 --- ---
Accessor Balanced Allocation A LW -0.76 19.84 5.95 33.69 -1.57 2.23
Accessor Balanced Allocation A -0.76 19.84 5.95 33.69 -1.57 2.23
MTB Balanced Instl I 0.54 19.83 7.00 34.73 -0.44 2.24
Eaton Vance Balanced C -1.09 19.83 5.19 38.81 -1.06 3.36
MainStay Balanced R2 -1.56 19.79 5.19 40.61 -2.67 1.66
American Beacon Balanced Inv 0.62 19.79 6.65 38.02 -2.31 2.62
Target Moderate Allocation Z -0.31 19.78 6.78 36.43 -2.06 2.78
Oppenheimer Moderate Inv N -0.13 19.75 6.35 42.73 -8.07 ---
JHT Core Strategy Trust Ser I -0.86 19.75 5.99 39.42 --- ---
American Funds American Balanced R3 1.26 19.75 7.33 36.22 -1.62 2.05
Dreyfus Balanced Opportunity C -0.87 19.74 5.99 38.90 -3.40 -0.36
American Funds American Balanced 529E 1.32 19.74 7.31 36.26 -1.66 1.99
Plumb Balanced -0.56 19.68 6.41 34.40 --- ---
ING Strat Allocation Moderate Port I -0.53 19.68 6.93 38.56 -3.67 1.05
ING Strat Allocation Moderate Port Adv -0.53 19.67 6.92 38.82 --- ---
Eaton Vance Balanced B -1.24 19.67 5.20 38.63 -1.12 3.34
Virtus Tactical Allocation B 0.25 19.66 5.14 35.83 -1.38 1.61
BNY Mellon Balanced M -0.69 19.65 6.38 35.07 0.58 4.10
American Century Strat Allc: Mod Inst -0.17 19.64 6.51 36.11 0.25 4.17
MainStay Balanced Inv -1.56 19.62 5.15 40.41 --- ---
BlackRock Income Builder Institutional 0.54 19.62 7.67 32.16 --- ---
MTB Balanced A Load Waived 0.47 19.61 6.96 34.48 -0.55 2.09
MTB Balanced A 0.47 19.61 6.96 34.48 -0.55 2.09
Elfun Diversified -0.80 19.61 5.39 36.54 -2.71 2.30
Dreyfus Balanced Opportunity B -0.94 19.60 6.03 38.63 -3.48 -0.42
Accessor Balanced Allocation Inv -0.84 19.60 5.91 33.37 -1.72 2.08
American Beacon Balanced Adv 0.51 19.59 6.61 37.62 -2.54 ---
Sentinel Balanced I 0.66 19.58 6.92 33.25 --- ---
Pacific Advisors Balanced A Load Waived 0.61 19.58 8.01 32.42 -5.90 -0.64
Pacific Advisors Balanced A 0.61 19.58 8.01 34.61 -3.77 0.78
MainStay Balanced R3 -1.56 19.57 5.12 40.26 -2.90 ---
Target Moderate Allocation A LW -0.41 19.53 6.67 34.44 -6.43 -1.83
Target Moderate Allocation A -0.41 19.53 6.67 36.05 -2.32 2.51
Timothy Plan Conservative Growth C -1.13 19.52 4.91 35.39 -2.92 1.32
Oppenheimer Balanced A Load Waived -0.22 19.50 5.18 44.01 -10.09 -3.25
Oppenheimer Balanced A -0.22 19.50 5.18 44.01 -10.09 -3.25
Pax World Balanced Instl -1.07 19.48 4.92 33.91 --- ---
Managers AMG Chicago Eq Part Bal Inst -0.08 19.48 5.79 36.33 1.14 4.64
American Century Strat Allc: Mod Inv -0.17 19.48 6.46 35.84 0.05 3.96
Lord Abbett Capital Structure B -0.10 19.45 7.19 36.68 -3.41 1.50
Calvert Moderate Allocation A LW -1.20 19.44 5.39 35.47 -3.30 ---
Calvert Moderate Allocation A -1.20 19.44 5.39 35.47 -3.30 ---
Columbia Liberty B -0.41 19.43 5.36 35.34 -1.97 1.98
MainStay Income Builder I 0.27 19.41 7.31 32.94 -1.70 2.60
Legg Mason Inv Counsel Social Aware B -0.47 19.41 7.24 36.85 -2.31 0.36
Lord Abbett Capital Structure C -0.10 19.39 7.18 36.57 -3.41 1.50
BB&T Capital Manager Moderate Gr I -1.00 19.37 6.19 35.10 -2.34 2.05
Target Moderate Allocation R -0.41 19.36 6.67 35.79 -2.54 2.29
Arrow DWA Tactical C -1.15 19.35 10.37 36.37 --- ---
MassMutual Premier Balanced S 0.33 19.33 6.44 35.77 -0.93 2.83
American Funds American Balanced B 1.26 19.33 7.19 35.69 -2.05 1.59
BlackRock Income Builder Investor A LW 0.48 19.32 7.62 31.94 --- ---
BlackRock Income Builder Investor A 0.48 19.32 7.62 31.94 --- ---
Virtus Tactical Allocation C 0.13 19.31 5.10 35.69 -1.44 1.57
American Funds American Balanced R1 1.26 19.31 7.20 35.70 -2.07 1.55
Columbia Liberty C -0.42 19.30 5.37 35.47 -1.97 1.96
BNY Mellon Balanced Inv -0.80 19.29 6.28 34.68 0.32 3.83
American Funds American Balanced C 1.26 19.26 7.20 35.61 -2.11 1.54
American Funds American Balanced R2 1.26 19.23 7.20 35.56 -2.10 1.53
Pax World Balanced -1.08 19.21 4.86 33.52 -2.92 1.91
MainStay Income Builder A Load Waived 0.32 19.21 7.34 32.57 -8.49 -3.13
MainStay Income Builder A 0.32 19.21 7.34 32.57 -2.04 2.08
American Funds American Balanced 529C 1.26 19.21 7.18 35.49 -2.16 1.48
MassMutual Premier Balanced Y 0.31 19.20 6.46 35.48 -1.07 2.66
American Funds American Balanced 529B 1.26 19.20 7.18 35.59 -2.15 1.47
Oppenheimer Moderate Inv C -0.26 19.19 6.26 42.08 -8.55 ---
Vanguard LifeStrategy Moderate Growth 0.00 19.13 6.54 38.65 -1.56 3.03
Oppenheimer Moderate Inv B -0.13 19.13 6.24 42.04 -8.60 ---
Oppenheimer Balanced N -0.22 19.12 5.04 43.52 -10.46 -3.65
Managers AMG Chicago Eq Part Bal A LW -0.08 19.11 5.77 35.82 0.87 4.35
Managers AMG Chicago Eq Part Bal A -0.08 19.11 5.77 35.82 0.87 4.35
MassMutual Premier Balanced L 0.33 19.10 6.34 35.42 -1.22 2.50
BB&T Capital Manager Moderate Gr A LW -1.00 19.09 6.16 35.00 -2.59 1.79
BB&T Capital Manager Moderate Gr A -1.00 19.09 6.16 35.00 -2.59 1.79
Sentinel Balanced C 0.59 19.07 6.74 32.53 -1.05 2.61
American Century Strat Allc: Mod A LW -0.17 19.06 6.40 35.28 -0.20 3.67
American Century Strat Allc: Mod A -0.17 19.06 6.40 35.28 -0.20 3.67
Accessor Balanced Allocation C -0.88 19.05 5.72 32.80 -2.21 1.56
Pax World Balanced R -1.08 19.02 4.83 33.25 --- ---
Green Century Balanced -0.06 18.98 4.81 32.78 -2.85 0.76
GE Total Return Y -0.92 18.94 5.34 36.24 -1.89 2.70
MainStay Income Builder Inv 0.29 18.91 7.22 32.29 --- ---
GE Instl Strategic Investment Inv -0.86 18.89 5.31 35.18 -1.17 3.07
American Century Strat Allc: Mod R -0.34 18.89 6.15 35.02 -0.50 3.39
Sentinel Balanced B 0.52 18.88 6.64 32.32 -1.07 2.63
SunAmerica Focused Balanced Strategy A -0.85 18.85 4.99 32.69 -3.23 1.32
SunAmerica Focused Balanced Strateg A LW -0.85 18.85 4.99 32.69 -3.23 1.32
MainStay Balanced C -1.61 18.85 4.93 39.31 -3.48 0.80
MainStay Balanced B -1.61 18.84 4.98 39.37 -3.48 0.81
ING Strategic Allocation Moderate A LW -0.71 18.84 6.61 37.49 -4.21 0.53
ING Strategic Allocation Moderate A -0.71 18.84 6.61 37.49 -4.21 0.53
ING Strategic Allocation Mod O -0.72 18.83 6.52 37.49 -4.25 ---
RidgeWorth Moderate Allocation Strat I -0.52 18.82 5.24 33.52 1.69 4.07
Federated Stock & Bond A Load Waived 0.51 18.82 6.91 33.96 -6.25 -1.14
Federated Stock & Bond A 0.51 18.82 6.91 33.96 0.34 3.33
Pacific Advisors Balanced C 0.57 18.81 7.81 33.68 -4.51 0.02
MTB Balanced B 0.38 18.80 6.77 33.39 -1.37 1.32
Target Moderate Allocation B -0.41 18.79 6.57 35.28 -3.02 1.76
MassMutual Premier Balanced A LW 0.22 18.77 6.30 34.95 -1.98 1.94
MassMutual Premier Balanced A 0.22 18.77 6.30 34.95 -1.47 2.26
Northern Inst Glbl Tactical Asset Allc A -0.21 18.72 6.45 32.53 -0.36 2.52
First Investors Total Return A LW 0.30 18.71 6.17 32.63 -1.52 2.30
First Investors Total Return A 0.30 18.71 6.17 32.63 -0.55 2.90
Target Moderate Allocation C -0.51 18.67 6.46 35.14 -3.05 1.74
GE Total Return A Load Waived -0.93 18.66 5.23 27.12 -9.52 -4.11
GE Total Return A -0.93 18.66 5.23 35.83 -2.15 2.31
BB&T Capital Manager Moderate Gr C -1.02 18.63 5.93 33.85 -3.32 1.03
SunAmerica Balanced Assets I 0.24 18.61 5.93 32.73 -2.64 0.81
GE Instl Strategic Investment Svc -0.87 18.61 5.34 34.91 -1.41 ---
Calvert Moderate Allocation C -1.28 18.61 5.24 34.39 -4.04 ---
Aston/Montag & Caldwell Balanced I 1.04 18.60 7.11 33.33 3.60 4.54
Sentinel Balanced D 0.52 18.57 6.57 32.00 -0.96 2.95
Oppenheimer Balanced C -0.34 18.55 4.88 42.49 -10.90 -4.11
Northern Inst Glbl Tactical Asset Allc C -0.21 18.53 6.40 32.23 -0.60 2.27
MassMutual Premier Balanced N 0.22 18.53 6.24 34.61 -1.76 1.93
Managers AMG Chicago Eq Part Bal B -0.16 18.52 5.52 35.01 0.14 3.61
Oppenheimer Balanced B -0.34 18.51 4.78 42.60 -10.93 -4.16
Managers AMG Chicago Eq Part Bal C -0.16 18.49 5.53 34.97 0.13 3.61
BlackRock Income Builder Investor C 0.46 18.48 7.33 30.77 --- ---
RidgeWorth Moderate Allocation Strat A -0.53 18.47 5.17 33.06 1.37 3.74
RidgeWorth Moderate Allocation Stra A LW -0.53 18.47 5.17 33.06 1.37 3.74
MEMBERS Moderate Allocation A LW -0.88 18.47 5.03 36.12 -4.33 ---
MEMBERS Moderate Allocation A -0.88 18.47 5.03 36.12 -4.33 ---
Aston/Montag & Caldwell Balanced N 1.04 18.47 7.14 33.14 3.40 4.32
American Century Strat Allc: Mod B -0.34 18.43 6.20 34.26 -0.99 2.94
Northern Inst Glbl Tactical Asset Allc D -0.22 18.42 6.45 32.05 -0.85 2.03
Vanguard Balanced Index Instl 0.05 18.41 6.14 35.33 -0.35 3.29
American Century Strat Allc: Mod C -0.34 18.39 6.19 34.49 -0.94 2.93
BB&T Capital Manager Moderate Gr B -1.02 18.37 5.96 33.85 -3.31 1.04
Vanguard Balanced Index Adm 0.05 18.36 6.12 35.34 -0.39 3.25
Vanguard Balanced Index Signal 0.05 18.35 6.08 35.25 -0.40 ---
GE Investments Funds Total Return 1 -0.92 18.35 5.30 35.21 -1.60 2.67
GE Investments Funds Total Return 2 -0.92 18.33 5.25 35.19 -1.67 ---
ING Strategic Allocation Moderate I -0.70 18.32 6.55 37.15 -4.14 0.67
GE Total Return R -0.99 18.32 5.12 35.45 --- ---
Vanguard Balanced Index 0.05 18.27 6.03 35.13 -0.50 3.15
SunAmerica Balanced Assets A LW 0.16 18.27 5.85 32.15 -2.95 0.52
SunAmerica Balanced Assets A 0.16 18.27 5.85 32.15 -2.95 0.52
SunAmerica Focused Balanced Strategy B -0.85 18.25 4.88 31.84 -3.86 0.66
SunAmerica Focused Balanced Strategy C -0.85 18.20 4.87 31.89 -3.85 0.68
Federated Stock & Bond K 0.38 18.20 6.77 33.27 -0.15 2.83
ING Strategic Allocation Moderate C -0.71 18.17 6.47 36.56 -4.92 -0.23
GE Investments Funds Total Return 3 -0.92 18.15 5.25 35.02 -1.74 ---
AllianceBern Balanced Shares I 0.37 18.13 5.99 44.20 -4.08 ---
ING Strategic Allocation Moderate B -0.72 18.12 6.43 36.51 -4.95 -0.25
MainStay Income Builder B 0.23 18.11 7.01 31.33 -2.87 1.25
Ibbotson Balanced ETF Asset Allc II -0.22 18.11 6.04 36.85 --- ---
GE Investments Funds Total Return 4 -0.92 18.10 5.24 34.92 -1.77 ---
Victory Balanced I -0.82 18.07 5.60 33.20 --- ---
MainStay Income Builder C 0.23 18.03 6.94 31.24 -2.89 1.23
IMS Dividend Growth 0.60 18.03 6.89 37.19 -7.68 -2.33
Neuberger Berman AMT Balanced I -1.03 17.98 4.84 34.27 -5.89 0.82
Fifth Third LifeModel Moderate Instl -0.52 17.95 5.32 28.32 -2.32 1.82
AllianceBern Balanced Shares Adv 0.37 17.95 5.95 43.83 -4.16 1.16
Federated Stock & Bond B 0.38 17.93 6.65 32.93 -0.46 2.50
Federated Stock & Bond C 0.39 17.92 6.67 32.89 -0.46 2.51
RidgeWorth Moderate Allocation Strat B -0.63 17.91 5.08 32.53 0.88 3.26
Morgan Stanley Balanced I -0.59 17.86 7.87 35.71 -2.01 2.99
GE Total Return C -1.06 17.85 5.01 34.76 -2.89 1.54
GE Total Return B -1.02 17.85 5.06 34.86 -2.92 1.55
Nationwide Inv Dest Mod I -0.69 17.79 5.33 33.75 -0.85 ---
Sextant Core 0.62 17.78 6.73 31.66 --- ---
Allegiant Balanced Allocation I -0.97 17.76 5.81 35.29 -2.05 2.48
RidgeWorth Moderate Allocation Strat C -0.53 17.72 5.02 32.24 0.65 ---
AARP Moderate -0.10 17.72 5.81 32.96 1.20 ---
MEMBERS Moderate Allocation B -1.00 17.68 4.82 35.22 -5.05 ---
Dryden Asset Allocation Z 0.28 17.68 6.48 35.42 -3.02 1.74
AllianceBern Balanced Shares A LW 0.37 17.66 5.89 43.55 -4.43 0.86
AllianceBern Balanced Shares A 0.37 17.66 5.89 43.55 -4.43 0.86
MEMBERS Moderate Allocation C -0.89 17.65 4.81 35.16 --- ---
AllianceBern Balanced Shares K 0.30 17.65 5.80 43.62 -4.42 ---
Target Conservative Allocation Z 0.88 17.64 5.88 27.88 1.31 3.51
Fifth Third LifeModel Moderate A LW -0.63 17.63 5.26 20.20 -7.09 -1.70
Fifth Third LifeModel Moderate A -0.63 17.63 5.26 27.89 -2.58 1.56
Morgan Stanley Balanced A Load Waived -0.59 17.62 7.80 35.33 -5.35 -0.30
Morgan Stanley Balanced A -0.59 17.62 7.80 35.33 -2.24 2.75
Victory Balanced A Load Waived -0.93 17.61 5.41 32.69 -5.04 0.23
Victory Balanced A -0.93 17.61 5.41 32.69 -1.61 2.60
Vanguard Asset Allocation Adm 0.14 17.60 7.47 41.82 -6.76 0.17
SunAmerica Balanced Assets C 0.08 17.53 5.66 31.26 -3.61 -0.16
SunAmerica Balanced Assets B 0.16 17.53 5.66 31.13 -3.60 -0.17
Manning & Napier Pro-Blend Mod Term I -0.51 17.49 5.06 29.56 --- ---
Allegiant Balanced Allocation A LW -0.97 17.46 5.71 34.81 -2.30 2.23
Allegiant Balanced Allocation A -0.97 17.46 5.71 34.81 -2.30 2.23
Vanguard Asset Allocation 0.14 17.43 7.39 41.67 -6.87 0.06
Dryden Asset Allocation A Load Waived 0.28 17.43 6.31 34.83 -3.30 1.45
Dryden Asset Allocation A 0.28 17.43 6.31 34.83 -3.30 1.45
New Century Alternative Strategies -0.35 17.37 4.70 31.56 -0.47 3.58
Nationwide Inv Dest Mod A Load Waived -0.69 17.37 5.25 33.18 -1.10 2.97
Nationwide Inv Dest Mod A -0.69 17.37 5.25 33.18 -1.10 2.97
Target Conservative Allocation A LW 0.77 17.36 5.85 27.52 1.07 3.24
Target Conservative Allocation A 0.77 17.36 5.85 27.52 1.07 3.24
Oakmark Equity & Income I -0.51 17.35 6.71 27.97 3.99 6.28
AllianceBern Balanced Shares R 0.38 17.35 5.76 43.26 -4.70 0.58
Manning & Napier Pro-Blend Mod Term S -0.59 17.28 4.95 29.20 0.83 5.01
Morgan Stanley Strategist I -0.12 17.27 5.01 31.16 -0.67 4.41
Nationwide Inv Dest Mod Svc -0.69 17.26 5.22 33.05 -1.22 2.84
Victory Balanced R -0.96 17.24 5.31 32.03 -2.10 2.14
Schwab MarketTrack Balanced -0.64 17.23 5.52 34.38 -2.20 2.30
Rainier Balanced Instl -0.58 17.18 5.57 30.23 -1.47 2.78
RiverSource Strategic Allocation R5 0.23 17.13 7.09 34.23 --- ---
MFS Total Return I -0.36 17.12 5.36 33.26 -0.90 2.86
AFBA 5Star Balanced I 1.72 17.11 8.26 31.41 0.85 4.89
MFS Total Return R4 -0.36 17.10 5.36 33.36 -0.92 ---
Vantagepoint Asset Allocation 0.00 17.08 7.12 40.77 -7.25 -0.34
Nationwide Inv Dest Mod R2 -0.70 17.08 5.27 32.74 -1.43 2.66
Oakmark Equity & Income II -0.51 17.04 6.62 27.55 3.65 5.96
Dryden Asset Allocation R 0.28 17.03 6.41 34.46 -3.55 ---
Target Conservative Allocation R 0.77 17.01 5.81 27.05 0.82 3.00
Morgan Stanley Strategist A Load Waived -0.18 17.01 4.89 30.81 -0.93 4.16
Morgan Stanley Strategist A -0.18 17.01 4.89 30.81 -0.93 4.16
Rainier Balanced Original -0.51 16.96 5.54 30.00 -1.69 2.54
Fifth Third LifeModel Moderate B -0.63 16.94 4.98 26.95 -3.31 0.81
Fifth Third LifeModel Moderate C -0.63 16.92 5.09 27.07 -3.31 0.80
RiverSource Strategic Allocation R4 0.23 16.90 6.99 33.89 -3.44 2.67
Morgan Stanley Balanced B -0.58 16.89 7.58 34.47 -2.97 1.98
MFS Total Return R3 -0.38 16.88 5.29 33.06 -1.17 ---
RiverSource Strategic Allocation A LW 0.23 16.87 7.10 33.79 -3.60 2.48
RiverSource Strategic Allocation A 0.23 16.87 7.10 33.79 -3.60 2.48
AllianceBern Balanced Shares B 0.32 16.86 5.66 42.47 -5.15 0.12
AFBA 5Star Balanced Adv 1.74 16.86 8.11 31.09 0.62 4.65
AllianceBern Balanced Shares C 0.32 16.85 5.63 42.46 -5.13 0.13
WesMark Balanced -0.40 16.82 4.58 33.57 0.47 2.92
Victory Balanced C -1.01 16.82 5.21 31.55 -2.48 1.71
Nationwide Inv Dest Mod C -0.70 16.82 5.15 32.44 -1.81 2.22
Morgan Stanley Balanced C -0.67 16.82 7.50 34.40 -2.98 1.98
RiverSource Strategic Allocation R3 0.23 16.79 6.97 33.73 --- ---
MFS Total Return A Load Waived -0.39 16.78 5.27 32.80 -4.96 -1.22
MFS Total Return A -0.39 16.78 5.27 32.80 -1.25 2.50
ING MFS Total Return I -0.43 16.77 5.17 33.14 -1.25 2.48
Nationwide Inv Dest Mod B -0.70 16.73 5.12 32.29 -1.81 2.21
MFS Total Return 529A Load Waived -0.32 16.71 5.25 32.74 -1.40 2.31
MFS Total Return 529A -0.32 16.71 5.25 32.74 -1.40 2.31
New Century Balanced -0.81 16.68 4.97 31.14 -2.62 2.06
Dryden Asset Allocation M 0.28 16.65 6.20 34.03 --- ---
Dryden Asset Allocation C 0.28 16.65 6.20 34.03 -3.98 0.73
Dryden Asset Allocation B 0.28 16.65 6.20 34.03 -3.98 0.73
Allegiant Balanced Allocation C -1.08 16.65 5.44 33.90 -3.01 1.48
UTC North American 0.10 16.63 6.42 28.82 -6.61 -1.06
ING Balanced Port I -0.39 16.60 5.96 33.14 -3.61 0.83
Target Conservative Allocation B 0.78 16.59 5.64 26.50 0.31 2.48
MFS Total Return R2 -0.40 16.59 5.22 32.64 -1.43 2.22
ING MFS Total Return S -0.36 16.56 5.17 32.79 -1.47 2.23
Munder Asset Allocation Balanced Y -0.82 16.52 5.25 33.36 -3.66 1.49
Holland Balanced 1.06 16.50 6.43 26.15 -0.37 2.37
Target Conservative Allocation C 0.67 16.47 5.52 26.53 0.28 2.46
Munder Asset Allocation Balanced A LW -0.82 16.33 5.27 33.11 -3.91 1.25
Munder Asset Allocation Balanced A -0.82 16.33 5.27 33.11 -3.91 1.25
ING MFS Total Return S2 -0.44 16.33 5.05 32.53 -1.65 2.07
Munder Asset Allocation Balanced K -0.82 16.31 5.19 33.20 -3.90 1.26
Morgan Stanley Strategist C -0.18 16.30 4.79 29.92 -1.63 3.41
Morgan Stanley Strategist B -0.18 16.30 4.79 29.87 -1.64 3.39
Arrow DWA Balanced A Load Waived -0.38 16.30 6.34 30.91 0.85 ---
Arrow DWA Balanced A -0.38 16.30 6.34 30.91 0.85 ---
ING MFS Total Return Adv -0.43 16.22 5.10 32.38 -1.82 1.88
MFS Total Return R1 -0.37 16.16 5.10 32.11 -1.89 ---
MFS Total Return C -0.37 16.16 5.16 32.01 -1.87 1.84
MFS Total Return B -0.37 16.13 5.09 32.05 -1.88 1.82
AFBA 5Star Balanced C 1.67 16.12 7.99 30.18 -0.14 3.87
Virtus Balanced Allocation I -0.50 16.07 5.23 32.65 -2.37 2.47
MFS Total Return 529C -0.45 16.07 5.05 31.88 -2.03 1.62
RiverSource Strategic Allocation C 0.12 16.03 6.76 32.69 -4.33 1.70
MFS Total Return 529B -0.45 15.96 4.99 31.84 -2.06 1.62
BlackRock Balanced Capital I -0.76 15.94 6.20 35.73 -3.57 1.64
Virtus Balanced Allocation A LW -0.50 15.92 5.18 32.32 -6.50 -1.92
Virtus Balanced Allocation A -0.50 15.92 5.18 32.32 -2.62 2.21
Oppenheimer Quest Opportunity Value Y -0.91 15.92 2.00 27.23 2.27 4.11
RiverSource Strategic Allocation B 0.12 15.91 6.70 32.64 -4.37 1.67
Oppenheimer Quest Opportunity Value A LW -0.92 15.61 1.93 26.85 2.04 3.90
Oppenheimer Quest Opportunity Value A -0.92 15.61 1.93 26.85 2.04 3.90
BlackRock Balanced Capital A LW -0.82 15.57 6.11 35.34 -3.87 1.35
BlackRock Balanced Capital A -0.82 15.57 6.11 35.34 -3.87 1.35
Arrow DWA Balanced C -0.38 15.50 6.32 30.12 0.14 ---
ING Balanced I -1.15 15.47 5.13 31.04 -5.05 -0.29
Munder Asset Allocation Balanced C -0.93 15.46 5.03 32.15 -4.63 0.49
GAMCO Westwood Income I -0.42 15.43 6.17 37.86 --- ---
American Century Balanced Instl 0.00 15.42 5.52 30.55 -0.65 2.82
Munder Asset Allocation Balanced B -0.93 15.41 4.95 32.01 -4.62 0.49
Federated MDT Balanced Institutional -1.08 15.32 5.67 35.25 -4.03 1.79
EquiTrust Managed A Load Waived 0.77 15.30 7.07 31.54 -1.26 ---
EquiTrust Managed A 0.77 15.30 7.07 31.54 -1.26 ---
Oppenheimer Quest Opportunity Value N -0.94 15.26 1.85 26.40 1.70 3.54
American Century Balanced Inv 0.07 15.25 5.55 30.40 -0.84 2.61
GAMCO Westwood Income AAA -0.56 15.23 6.11 37.31 -6.31 0.50
Virtus Balanced Allocation C -0.59 15.20 5.00 31.37 -3.32 ---
ING Balanced A Load Waived -1.15 15.15 5.12 30.70 -6.18 -2.54
ING Balanced A -1.15 15.15 5.12 30.76 -5.28 -0.53
ING Balanced O -1.16 15.12 5.03 30.66 -5.29 -0.56
BlackRock Balanced Capital R -0.90 15.08 5.97 34.62 -4.27 1.00
Federated MDT Balanced A Load Waived -1.08 15.04 5.60 34.98 -6.53 ---
Federated MDT Balanced A -1.08 15.04 5.60 34.98 -4.27 ---
Aston/New Century Absolute Return ETF N -1.27 15.02 5.90 26.53 --- ---
GAMCO Westwood Income A Load Waived -0.40 15.00 6.12 37.06 -6.52 0.27
GAMCO Westwood Income A -0.40 15.00 6.12 37.06 -6.52 0.27
SSgA Life Solutions Balanced -0.32 14.98 5.74 31.03 -3.16 1.37
TCW Balanced I -0.58 14.97 3.94 30.43 -3.99 ---
State Farm Equity & Bond Instl 0.14 14.92 5.56 28.56 -5.07 0.16
TCW Balanced N -0.58 14.90 3.94 30.44 -3.96 ---
State Farm Equity & Bond R3 0.14 14.85 5.47 28.56 -5.12 0.04
Oppenheimer Quest Opportunity Value C -0.98 14.83 1.70 25.88 1.28 3.12
BlackRock Balanced Capital C -0.88 14.79 5.91 34.29 -4.62 0.56
State Farm Equity & Bond R2 0.14 14.73 5.47 28.20 -5.37 -0.24
EquiTrust Managed B 0.77 14.73 6.79 30.93 -1.71 1.86
Ivy Balanced I 0.70 14.72 6.45 26.36 --- ---
Waddell & Reed InvestEd Balanced A LW -0.64 14.71 5.24 18.17 -3.78 0.96
Waddell & Reed InvestEd Balanced A -0.64 14.71 5.24 23.82 1.66 4.79
State Farm Equity & Bond A Legacy LW 0.14 14.66 5.37 21.63 -9.39 -2.74
State Farm Equity & Bond A Legacy 0.14 14.66 5.37 28.37 -5.30 -0.12
Oppenheimer Quest Opportunity Value B -1.02 14.66 1.65 25.70 1.22 3.08
State Farm Equity & Bond A Load Waived 0.14 14.64 5.42 28.26 -5.32 ---
State Farm Equity & Bond A 0.14 14.64 5.42 28.26 -5.32 ---
BlackRock Balanced Capital B -0.94 14.62 5.83 34.00 -4.73 0.49
Federated MDT Balanced K -1.18 14.51 5.42 34.27 --- ---
State Farm Equity & Bond R1 0.14 14.49 5.33 28.01 -5.58 -0.45
ING Balanced C -1.16 14.49 4.94 29.70 -5.97 -1.28
Ivy Balanced Y 0.64 14.44 6.33 25.97 1.53 4.43
SSgA Life Solutions Balanced R -0.31 14.43 5.56 30.40 -3.69 0.82
ING Balanced B -1.27 14.43 4.82 29.71 -5.99 -1.28
GAMCO Westwood Income C -0.51 14.43 5.88 36.42 -7.01 -0.25
Ivy Balanced A Load Waived 0.70 14.35 6.29 25.91 1.43 4.30
Ivy Balanced A 0.70 14.35 6.29 25.91 1.43 4.30
Federated MDT Balanced C -1.19 14.35 5.39 33.97 -4.99 ---
American Century VP Balanced I 0.00 14.30 5.42 29.23 -1.11 2.11
Wells Fargo Advantage Asset Allc Admin -0.36 14.28 7.20 37.18 -4.10 1.26
State Farm Equity & Bond B Legacy 0.14 14.28 5.37 27.81 -5.67 -0.53
Wells Fargo Advantage Asset Allocation A -0.36 14.02 7.15 36.81 -4.35 1.00
Wells Fargo Advantage Asset Allocat A LW -0.36 14.02 7.15 36.80 -6.54 -1.05
State Farm Equity & Bond B 0.00 13.98 5.27 27.47 -5.91 ---
Waddell & Reed Continental Inc Y 0.40 13.95 6.73 27.53 1.52 4.55
Ivy Balanced C 0.58 13.72 6.14 25.15 0.73 3.52
Waddell & Reed Continental Inc A LW 0.40 13.67 6.67 27.30 1.27 4.27
Waddell & Reed Continental Inc A 0.40 13.67 6.67 27.30 1.27 4.27
Schwab Balanced Inv -0.87 13.56 4.99 29.00 -2.03 1.72
Walden Social Balanced 0.57 13.55 6.13 25.67 -0.80 1.60
Value Line Asset Allocation -1.28 13.52 4.37 35.85 -2.44 2.42
Ivy Balanced B 0.64 13.49 6.10 24.81 0.51 3.32
Wells Fargo Advantage Asset Allocation B -0.39 13.25 6.94 35.79 -5.06 0.25
Wells Fargo Advantage Asset Allocation C -0.49 13.22 6.86 35.80 -5.07 0.23
State Farm Balanced 1.01 13.13 6.60 25.66 2.11 4.63
Waddell & Reed Continental Inc C 0.27 12.77 6.37 26.01 0.31 3.28
Greenspring -0.84 12.77 3.03 27.63 2.16 5.31
AHA Balanced I 0.69 12.72 5.90 24.65 -2.20 2.33
Waddell & Reed Continental Inc B 0.27 12.67 6.34 25.88 0.26 3.24
Boston Trust Balanced 0.84 12.35 6.57 23.49 1.54 3.33
Jamestown Balanced 0.17 12.23 5.36 24.66 -0.82 2.30
Rydex/SGI All-Asset Modrt Strtgy H -0.92 12.00 4.86 23.94 0.03 ---
Rydex/SGI All-Asset Modrt Strtgy A LW -0.92 12.00 4.86 23.94 0.03 ---
Rydex/SGI All-Asset Modrt Strtgy A -0.92 12.00 4.86 23.94 0.03 ---
Archer Balanced 0.35 11.99 5.72 32.03 -5.52 ---
Accessor Strategic Alternatives Inv -0.61 11.46 3.84 --- --- ---
Accessor Strategic Alternatives Instl -0.70 11.32 3.73 21.33 --- ---
Rydex/SGI All-Asset Modrt Strtgy C -0.94 11.28 4.76 23.08 -0.68 ---
Direxion PSI Core Strength -2.07 10.57 2.83 11.82 --- ---
MEMBERS Diversified Income A LW 0.90 10.55 4.92 19.94 -0.74 2.38
MEMBERS Diversified Income A 0.90 10.55 4.92 19.94 -0.74 2.38
MEMBERS Diversified Income B 0.74 9.82 4.70 18.96 -1.52 1.59
SunAmerica Alternative Strategies W -0.19 9.60 3.49 9.25 --- ---
SunAmerica Alternative Strategies A LW -0.29 9.28 3.39 8.94 --- ---
SunAmerica Alternative Strategies A -0.29 9.28 3.39 8.94 --- ---
WHG Balanced Instl -0.11 9.04 4.50 21.79 -0.78 ---
GAMCO Westwood Balanced I -0.20 8.99 4.60 22.47 --- ---
SunAmerica Alternative Strategies C -0.29 8.76 3.31 8.31 --- ---
GAMCO Westwood Balanced AAA -0.20 8.66 4.53 22.01 -0.78 3.92
GAMCO Westwood Balanced A Load Waived -0.20 8.43 4.45 21.76 -1.02 3.65
GAMCO Westwood Balanced A -0.20 8.43 4.45 21.76 -1.02 3.65
GAMCO Westwood Balanced C -0.20 8.10 4.38 21.30 -1.49 3.16
GAMCO Westwood Balanced B -0.30 7.93 4.42 21.20 -1.54 3.14
Jacobs and Company -1.99 7.08 1.72 19.11 -9.31 -5.22
Evolution Alternative Invst -2.28 4.14 2.26 4.51 -7.45 ---
Pacific Financial Tactical I 0.52 3.42 2.22 0.75 --- ---
Changing Parameters -1.82 0.83 1.35 1.18 1.86 ---
Appleton Group Plus -1.17 0.65 6.52 1.59 -3.27 ---
Oppenheimer Princ Prot Main St II A 0.18 -0.37 0.36 1.25 -1.18 1.50
Congressional Effect Fd 1.25 -0.41 2.32 13.39 --- ---
Oppenheimer Princ Prot Main St II A LW 0.18 -0.67 0.36 -2.78 -2.51 0.68
Oppenheimer Princ Prot Main St II C 0.11 -1.07 0.18 0.47 -1.93 0.73
Oppenheimer Princ Prot Main St II B 0.11 -1.11 0.14 0.40 -1.97 0.69
Aberdeen Optimal Allocations Mod I/S 5.89 -1.67 3.95 -23.58 -3.91 ---
SmartGrowth Lipper OPT Growth Index A LW 2.65 -1.90 5.41 -14.01 --- ---
SmartGrowth Lipper OPT Growth Index A 2.65 -1.90 5.41 -14.01 --- ---
SmartGrowth Lipper OPT Mod Index A LW 1.85 -3.29 2.82 -9.86 --- ---
SmartGrowth Lipper OPT Mod Index A 1.85 -3.29 2.82 -9.86 --- ---
Winans Long/Short Load Waived -3.73 -6.54 -1.84 -5.83 --- ---
Winans Long/Short -3.73 -6.54 -1.84 -5.83 --- ---
RiverSource Balanced R5 -0.44 --- 7.23 --- --- ---
RiverSource Balanced R2 -0.44 --- 7.13 --- --- ---
Putnam Capital Spectrum Y 0.28 --- 11.00 --- --- ---
Putnam Capital Spectrum R 0.17 --- 10.83 --- --- ---
Putnam Capital Spectrum M 0.17 --- 10.77 --- --- ---
Putnam Capital Spectrum C 0.17 --- 10.69 --- --- ---
Putnam Capital Spectrum B 0.17 --- 10.74 --- --- ---
Putnam Capital Spectrum A Load Waived 0.22 --- 10.93 --- --- ---
Putnam Capital Spectrum A 0.22 --- 10.93 --- --- ---
Legg Mason Permal Tactical Allocation IS -0.22 --- 5.26 --- --- ---
Legg Mason Permal Tactical Allocation I -0.22 --- 5.26 --- --- ---
Legg Mason Permal Tactical Allocation FI -0.22 --- 5.18 --- --- ---
Legg Mason Permal Tactical Allocation C -0.29 --- 5.05 --- --- ---
Legg Mason Permal Tactical Allocation A -0.22 --- 5.18 --- --- ---
Legg Mason Permal Tactical Allocati A LW -0.22 --- 5.18 --- --- ---
Janus Smart Portfolio Moderate S -0.80 --- 6.01 --- --- ---
Janus Smart Portfolio Moderate I -0.71 --- 6.20 --- --- ---
Janus Smart Portfolio Moderate C -0.80 --- 6.02 --- --- ---
Janus Smart Portfolio Moderate A LW -0.80 --- 6.10 --- --- ---
Janus Smart Portfolio Moderate A -0.80 --- 6.10 --- --- ---
Janus Smart Portfolio Growth S -1.29 --- 6.65 --- --- ---
Janus Smart Portfolio Growth I -1.28 --- 6.74 --- --- ---
Janus Smart Portfolio Growth C -1.38 --- 6.55 --- --- ---
Janus Smart Portfolio Growth A LW -1.38 --- 6.65 --- --- ---
Janus Smart Portfolio Growth A -1.38 --- 6.65 --- --- ---
Janus Modular Port Constrcn T -0.95 --- 5.74 --- --- ---
Janus Balanced S -0.33 --- 5.74 --- --- ---
Janus Balanced R -0.33 --- 5.70 --- --- ---
Janus Balanced I -0.25 --- 5.89 --- --- ---
Janus Balanced C -0.37 --- 5.55 --- --- ---
Janus Balanced A Load Waived -0.29 --- 5.78 --- --- ---
Janus Balanced A -0.29 --- 5.78 --- --- ---
ING Van Kampen Equity & Inc S2 -0.55 --- 8.28 --- --- ---
Federated Stock & Bond Instl 0.51 --- 7.04 --- --- ---
Dreyfus Moderate Allocation 0.00 --- --- --- --- ---
Direxion/Wilshire Dynamic Inv -0.12 --- 6.53 --- --- ---
CMG Absolute Return Strategies C -2.68 --- -4.06 --- --- ---
CMG Absolute Return Strategies A LW -2.57 --- -3.95 --- --- ---
CMG Absolute Return Strategies A -2.57 --- -3.95 --- --- ---
American Funds Inc Fund of Amer R6 0.85 --- 8.70 --- --- ---
American Funds American Balanced R6 1.38 --- 7.51 --- --- ---
Allianz Glbl Inv Solutions Cr Allc R -0.10 --- 7.99 --- --- ---
Allianz Glbl Inv Solutions Cr Allc P -0.10 --- 8.07 --- --- ---
Allianz Glbl Inv Solutions Cr Allc D -0.10 --- 8.04 --- --- ---
Allianz Glbl Inv Solutions Cr Allc Adm 0.00 --- 8.15 --- --- ---
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