Welcome! Please Log In
Search
Data through 5/29/2015. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation -0.16 2.98 0.47 5.36 11.31 10.18
Innovator Matrix Income® Institutional -2.36 8.37 -0.63 -3.54 --- ---
Innovator Matrix Income® A Load Waived -2.34 8.25 -0.69 -3.80 5.97 ---
Innovator Matrix Income® A -2.34 8.25 -0.69 -3.80 5.97 ---
LoCorr Spectrum Income I -1.98 7.26 -0.53 -3.05 --- ---
LoCorr Spectrum Income A Load Waived -1.92 7.14 -0.59 -3.30 --- ---
LoCorr Spectrum Income A -1.92 7.14 -0.59 -3.30 --- ---
LoCorr Spectrum Income C -1.94 6.91 -0.68 -3.94 --- ---
Neuberger Berman AMT Balanced I 1.77 6.89 2.52 12.52 10.16 10.44
Tributary Balanced Instl Plus 1.09 5.44 1.32 8.49 12.39 ---
Tributary Balanced Instl 1.03 5.37 1.32 8.29 12.16 12.29
Transamerica Instl Asst Allc Itm/Lg Hrzn -0.08 5.33 1.31 7.01 12.37 11.15
Osterweis Strategic Investment 0.32 5.19 1.23 4.59 14.56 ---
Transamerica Asset Allc Interm/Long Hrzn -0.14 5.17 1.24 6.69 12.00 10.88
SEI Aggressive Strategy A (SAAT) -0.51 5.06 1.24 5.77 12.55 11.36
Fidelity Asset Manager® 70% 0.14 5.06 1.52 6.74 13.13 11.41
Fidelity Advisor Asset Manager® 70% I 0.14 5.01 1.52 6.69 13.07 11.37
SEI Aggressive Strategy I (SAAT) -0.52 4.97 1.21 5.48 12.26 11.08
VY T. Rowe Price Capital Appreciation I 1.14 4.93 1.68 11.78 15.98 13.97
HCM Tactical Growth R 0.30 4.91 2.45 --- --- ---
HCM Tactical Growth I 0.30 4.91 2.45 --- --- ---
HCM Tactical Growth C 0.30 4.91 2.45 --- --- ---
HCM Tactical Growth A Load Waived 0.30 4.91 2.45 --- --- ---
HCM Tactical Growth A 0.30 4.91 2.45 --- --- ---
Fidelity Advisor Asset Manager® 70% A LW 0.15 4.91 1.42 6.42 12.77 11.07
Fidelity Advisor Asset Manager® 70% A 0.15 4.91 1.42 6.42 12.77 11.07
Sterling Capital Strategic Allc Bal I 0.09 4.88 1.66 6.61 11.04 9.45
T. Rowe Price Capital Appreciation 1.18 4.86 1.67 11.62 15.87 13.85
VY T. Rowe Price Capital Appreciation S 1.14 4.82 1.61 11.52 15.69 13.69
Fidelity Advisor Asset Manager® 70% T 0.10 4.81 1.37 6.12 12.49 10.77
VY T. Rowe Price Capital Appreciation S2 1.14 4.78 1.59 11.38 15.52 13.52
Sterling Capital Strategic Allc Bal A LW 0.09 4.76 1.61 6.39 10.77 9.18
Sterling Capital Strategic Allc Bal A 0.09 4.76 1.61 6.39 10.77 9.18
T. Rowe Price Capital Appreciation Adv 1.16 4.71 1.57 11.24 15.50 13.51
SEI Aggressive Strategy D (SAAT) -0.66 4.71 1.04 4.88 11.67 ---
TIAA-CREF Lifestyle Moderate Instl 0.00 4.69 1.34 6.81 12.11 ---
VY T. Rowe Price Capital Appreciation A 1.10 4.68 1.52 11.14 15.29 13.28
JHFunds2 Capital Appreciation Value NAV 1.17 4.66 1.68 11.38 15.68 ---
TIAA-CREF Lifestyle Moderate Premier 0.00 4.65 1.30 6.65 11.94 ---
TIAA-CREF Managed Allc Inst 0.00 4.64 1.24 6.79 11.99 10.97
T. Rowe Price Balanced -0.04 4.64 1.06 6.64 12.93 11.49
TIAA-CREF Lifestyle Moderate Retirement 0.00 4.63 1.28 6.56 11.82 ---
TIAA-CREF Lifestyle Moderate Retail 0.00 4.63 1.27 6.46 11.76 ---
Nuveen Strategy Growth Allocation I -0.16 4.62 1.52 6.29 12.80 11.02
Columbia Flexible Capital Income I 0.16 4.61 1.33 3.83 12.14 ---
TIAA-CREF Managed Allc R 0.00 4.58 1.27 6.53 11.73 10.70
TIAA-CREF Managed Allc Retail 0.00 4.57 1.26 6.51 11.72 10.70
Fidelity Advisor Asset Manager® 70% C 0.05 4.57 1.23 5.60 11.92 10.23
Columbia Flexible Capital Income R4 0.08 4.55 1.29 3.69 --- ---
Fidelity Advisor Asset Manager® 60% I 0.09 4.52 1.31 6.10 11.54 10.30
Fidelity Advisor Asset Manager® 70% B 0.05 4.50 1.21 5.50 11.83 10.15
Columbia Flexible Capital Income Z 0.08 4.49 1.30 3.72 11.99 ---
Nuveen Strategy Growth Allocation A LW -0.24 4.48 1.45 5.95 12.47 10.73
Nuveen Strategy Growth Allocation A -0.24 4.48 1.45 5.95 12.47 10.73
Columbia Flexible Capital Income R5 0.08 4.48 1.31 3.75 --- ---
Columbia Capital Allocation Mod Agrsv Z 0.00 4.47 0.93 7.80 12.08 11.02
Columbia Capital Allocation Mod Agrsv R5 0.00 4.47 0.95 7.94 --- ---
Sterling Capital Strategic Allc Bal C 0.00 4.46 1.36 5.56 9.90 8.36
Sterling Capital Strategic Allc Bal B 0.00 4.45 1.34 5.57 9.92 8.34
Fidelity Asset Manager® 60% 0.09 4.43 1.23 6.15 11.60 10.38
Columbia Flexible Capital Income W 0.08 4.42 1.23 3.41 11.70 ---
Columbia Capital Allocation Mod Agrsv Y -0.08 4.39 0.89 7.91 --- ---
Calvert Moderate Allocation A LW -0.20 4.38 0.78 7.72 12.35 10.34
Calvert Moderate Allocation A -0.20 4.38 0.78 7.72 12.35 10.34
Nuveen Strategy Growth Allocation R3 -0.24 4.37 1.39 5.72 12.19 10.44
Columbia Capital Allocation Mod Agrsv K 0.00 4.36 0.89 7.66 --- ---
Fidelity Advisor Asset Manager® 60% A LW 0.09 4.35 1.23 5.84 11.25 10.02
Fidelity Advisor Asset Manager® 60% A 0.09 4.35 1.23 5.84 11.25 10.02
Columbia Capital Allocation Mod Agrsv R4 -0.08 4.35 0.84 7.72 --- ---
Columbia Flexible Capital Income A LW 0.08 4.34 1.24 3.45 11.72 ---
Columbia Flexible Capital Income A 0.08 4.34 1.24 3.45 11.72 ---
Putnam Dynamic Asset Allocation Bal R6 0.13 4.33 0.78 9.55 --- ---
Columbia Capital Allocation Mod Agrsv A -0.08 4.32 0.79 7.51 11.79 10.73
Columbia Capital Allocation Mod Agr A LW -0.08 4.32 0.79 7.51 11.79 10.73
Eaton Vance Balanced I 0.42 4.31 1.20 9.06 --- ---
Putnam Dynamic Asset Allocation Bal Y 0.20 4.30 0.82 9.53 14.02 12.13
Putnam Dynamic Asset Allocation Bal R5 0.13 4.30 0.75 9.50 --- ---
BlackRock Moderate Prepared Instl 0.17 4.30 1.08 8.14 12.74 11.02
AB Balance Wealth Strategy I -0.07 4.29 0.99 4.66 10.75 9.09
Villere Balanced Inv -0.41 4.28 0.95 -1.26 11.32 14.77
Columbia Flexible Capital Income R 0.00 4.28 1.18 3.19 11.43 ---
AB Balance Wealth Strategy Advisor -0.14 4.28 0.98 4.68 10.76 9.10
Fidelity Advisor Asset Manager® 60% T 0.09 4.27 1.15 5.59 10.98 9.74
VALIC Company I Asset Allocation -0.16 4.26 1.14 6.24 10.77 10.69
T. Rowe Price Personal Strat Balanced -0.30 4.26 0.92 5.84 12.56 11.33
RiverFront Moderate Growth & Income I -0.08 4.26 0.64 5.53 9.62 ---
Eaton Vance Balanced A Load Waived 0.54 4.26 1.27 8.81 13.77 11.62
Eaton Vance Balanced A 0.54 4.26 1.27 8.81 13.77 11.62
Wilmington Strategic Allc Mod Instl -0.27 4.25 0.91 5.13 9.11 ---
Nuveen Strategy Growth Allocation C -0.24 4.25 1.32 5.22 11.67 9.90
HSBC World Selection Aggressive Strat A -1.23 4.24 0.67 3.44 12.82 10.44
HSBC World Selection Aggressive Str A LW -1.23 4.24 0.67 3.44 12.82 10.44
Columbia Capital Allocation Mod Agrsv T -0.08 4.24 0.79 7.49 11.75 ---
Pioneer Solutions Balanced Y 0.46 4.23 1.48 4.91 10.71 9.12
AB Balance Wealth Strategy A LW -0.07 4.23 0.92 4.45 10.47 8.78
AB Balance Wealth Strategy A -0.07 4.23 0.92 4.45 10.47 8.78
RiverFront Moderate Growth & Income A LW -0.08 4.20 0.59 5.29 9.36 ---
RiverFront Moderate Growth & Income A -0.08 4.20 0.59 5.29 9.36 ---
AllianzGI Income & Growth P 0.77 4.20 1.15 5.33 12.09 11.15
Wilmington Strategic Allc Mod A LW -0.27 4.19 0.85 4.87 8.82 7.88
Wilmington Strategic Allc Mod A -0.27 4.19 0.85 4.87 8.82 7.88
Columbia Capital Allocation Mod Agrsv R -0.08 4.18 0.73 7.26 11.50 10.45
AllianzGI Income & Growth Institutional 0.77 4.18 1.15 5.41 12.18 11.27
Putnam Dynamic Asset Allocation Bal A LW 0.20 4.17 0.76 9.27 13.75 11.86
Putnam Dynamic Asset Allocation Bal A 0.20 4.17 0.76 9.27 13.75 11.86
Fidelity Income Replacement 2042 0.14 4.17 1.18 6.69 12.62 10.84
JHancock Lifestyle Balanced R6 -0.25 4.16 1.16 5.00 11.18 ---
JHancock Lifestyle Balanced 5 -0.25 4.16 1.16 5.00 11.18 9.99
AB Balance Wealth Strategy K -0.07 4.16 0.92 4.39 10.40 8.74
JHancock Lifestyle Balanced 1 -0.25 4.15 1.14 4.88 11.13 9.94
Fidelity Advisor Income Repl 2042 I 0.14 4.15 1.18 6.69 12.62 10.84
BlackRock Moderate Prepared Inv A LW 0.08 4.15 0.92 7.75 12.30 10.62
BlackRock Moderate Prepared Inv A 0.08 4.15 0.92 7.75 12.30 10.62
AMG Chicago Equity Partners Bal Instl 0.57 4.15 0.84 9.56 12.27 11.61
JHancock Lifestyle Balanced R5 -0.25 4.12 1.13 4.86 11.07 9.86
Pioneer Solutions Balanced A LW 0.47 4.11 1.41 4.63 10.39 8.79
Pioneer Solutions Balanced A 0.47 4.11 1.41 4.63 10.39 8.79
VALIC Company II Moderate Gr Lifestyle -0.31 4.10 0.95 5.06 10.92 10.81
JPMorgan Diversified Instl 0.12 4.09 0.90 7.45 13.21 11.52
GuidePath Tact Constnd Asst Allc Instl -0.44 4.09 0.88 5.57 --- ---
Columbia Flexible Capital Income C 0.00 4.09 1.06 2.69 10.90 ---
Putnam Dynamic Asset Allocation Bal R 0.13 4.08 0.64 8.93 13.46 11.57
AllianzGI Income & Growth A Load Waived 0.70 4.08 1.07 5.09 11.81 10.89
AllianzGI Income & Growth A 0.70 4.08 1.07 5.09 11.81 10.89
BlackRock Moderate Prepared R 0.17 4.07 0.92 7.62 12.18 10.47
Calvert Moderate Allocation C -0.26 4.06 0.62 6.92 11.51 9.52
AMG Chicago Equity Partners Bal Svc 0.51 4.06 0.81 9.52 --- ---
AMG Chicago Equity Partners Bal Inv 0.51 4.06 0.78 9.28 11.99 11.34
AllianzGI Income & Growth D 0.78 4.06 1.06 5.07 11.78 10.88
Vantagepoint Diversifying Strategies T 0.38 4.05 1.64 5.92 5.57 4.45
Fidelity Advisor Income Repl 2042 A LW 0.12 4.05 1.12 6.43 12.34 10.57
Fidelity Advisor Income Repl 2042 A 0.12 4.05 1.12 6.43 12.34 10.57
Camelot Premium Return A Load Waived -1.80 4.05 -0.34 3.60 12.20 ---
Camelot Premium Return A -1.80 4.05 -0.34 3.60 12.20 ---
JPMorgan Diversified Sel 0.12 4.03 0.90 7.29 12.98 11.28
Fidelity Advisor Asset Manager® 60% C 0.00 4.03 0.98 5.02 10.41 9.19
AB Balance Wealth Strategy R -0.14 4.03 0.85 4.05 10.05 8.39
Fidelity Income Replacement 2040 0.14 4.02 1.14 6.53 12.18 10.57
Fidelity Advisor Income Repl 2040 I 0.14 4.02 1.14 6.51 12.18 10.57
JHancock Lifestyle Balanced R4 -0.25 4.01 1.08 4.67 10.88 9.62
Transamerica Asset Allc Mod Gr I -0.42 4.00 0.56 6.97 12.47 10.57
HSBC World Selection Aggressive Strat C -1.23 3.99 0.54 2.68 12.02 9.63
Eaton Vance Balanced C 0.42 3.99 1.02 8.02 12.90 10.79
Fidelity Advisor Asset Manager® 60% B 0.00 3.97 0.96 4.98 10.38 9.17
Columbia Capital Allocation Mod Agrsv C -0.15 3.97 0.61 6.71 10.95 9.90
AllianzGI Income & Growth R 0.70 3.97 0.97 4.77 11.53 ---
HSBC World Selection Aggressive Strat B -1.23 3.96 0.53 2.71 11.99 9.61
GE Instl Strategic Investment Inv -0.31 3.96 1.02 6.03 11.20 9.77
BNY Mellon Asset Allocation M -0.20 3.96 0.80 6.80 11.07 8.92
Fidelity Advisor Income Repl 2042 T 0.10 3.95 1.06 6.16 12.06 10.29
Columbia Capital Allocation Mod Agrsv B -0.08 3.95 0.62 6.74 10.94 9.89
Voya Solution Balanced Port I -0.26 3.94 0.71 6.85 11.44 10.49
Fidelity Asset Manager® 50% 0.00 3.94 1.09 5.53 10.11 9.42
Elfun Diversified -0.31 3.94 1.04 6.04 11.20 9.73
Columbia Capital Allocation Moderate Y -0.08 3.94 0.75 6.64 --- ---
Transamerica Asset Allc Mod Gr A LW -0.42 3.92 0.49 6.75 12.16 10.21
Transamerica Asset Allc Mod Gr A -0.42 3.92 0.49 6.75 12.16 10.21
Putnam Dynamic Asset Allocation Bal M 0.07 3.92 0.57 8.68 13.17 11.29
JPMorgan Diversified A Load Waived 0.12 3.92 0.84 7.02 12.67 10.99
JPMorgan Diversified A 0.12 3.92 0.84 7.02 12.67 10.99
First Investors Total Return Adv 0.71 3.92 1.09 7.12 --- ---
Columbia Capital Allocation Moderate R5 0.00 3.92 0.74 6.67 --- ---
JHancock Lifestyle Balanced A LW -0.31 3.91 0.99 4.48 10.69 9.47
JHancock Lifestyle Balanced A -0.31 3.91 0.99 4.48 10.69 9.47
HSBC World Selection Balanced Strat A LW -1.18 3.91 0.60 2.59 10.47 9.43
HSBC World Selection Balanced Strat A -1.18 3.91 0.60 2.59 10.47 9.43
Columbia Capital Allocation Moderate R4 0.00 3.91 0.73 6.53 --- ---
First Investors Total Return Instl 0.65 3.90 1.07 7.09 --- ---
Voya Strategic Allocation Mod Port I -0.35 3.89 0.53 6.65 12.16 10.71
Putnam Dynamic Asset Allocation Bal C 0.07 3.89 0.54 8.42 12.91 11.01
JHancock Lifestyle Balanced R2 -0.31 3.89 1.02 4.35 10.57 ---
Fidelity Income Replacement 2038 0.13 3.89 1.10 6.38 11.81 10.27
Fidelity Advisor Income Repl 2040 A LW 0.12 3.89 1.07 6.24 11.91 10.30
Fidelity Advisor Income Repl 2040 A 0.12 3.89 1.07 6.24 11.91 10.30
AB Balance Wealth Strategy C -0.14 3.89 0.78 3.69 9.67 8.01
AB Balance Wealth Strategy B -0.14 3.89 0.78 3.68 9.66 8.01
Fidelity Advisor Asset Manager® 50% I 0.00 3.88 1.03 5.50 10.05 9.36
RiverFront Moderate Growth & Income C -0.17 3.87 0.43 4.46 8.55 ---
Nuveen Strategy Balanced Allc I -0.18 3.87 1.16 5.24 10.81 9.79
Innealta Capital Global All Asset Opp N -0.90 3.87 1.05 1.67 --- ---
Fidelity Advisor Income Repl 2038 I 0.11 3.87 1.09 6.38 11.80 10.27
Eaton Vance Balanced B 0.42 3.87 1.01 8.02 12.88 10.79
Columbia Capital Allocation Moderate Z 0.00 3.87 0.72 6.55 10.44 ---
Putnam Dynamic Asset Allocation Bal B 0.07 3.85 0.57 8.42 12.90 11.02
JHancock Lifestyle Balanced R3 -0.31 3.84 0.98 4.18 10.40 9.21
Voya Solution Balanced Port S -0.27 3.83 0.63 6.54 11.20 10.21
Columbia Capital Allocation Moderate K -0.08 3.83 0.68 6.29 10.26 9.68
BNY Mellon Asset Allocation Inv -0.24 3.83 0.73 6.55 10.78 8.63
BlackRock Moderate Prepared Inv C 0.08 3.83 0.76 6.95 11.47 9.75
Vanguard STAR Inv -0.31 3.82 0.75 6.80 12.72 11.18
JHancock Lifestyle Balanced R1 -0.31 3.82 0.95 4.05 10.27 9.07
GE Instl Strategic Investment Svc -0.31 3.82 0.95 5.74 10.92 9.49
Fidelity Advisor Asset Manager® 50% A LW 0.00 3.82 1.02 5.23 9.78 9.09
Fidelity Advisor Asset Manager® 50% A 0.00 3.82 1.02 5.23 9.78 9.09
Columbia Capital Allocation Moderate A -0.08 3.81 0.66 6.19 10.14 9.59
Columbia Capital Allocation Moderat A LW -0.08 3.81 0.66 6.19 10.14 9.59
GuidePath Tact Constnd Asst Allc Svc -0.52 3.80 0.70 4.89 10.87 ---
Franklin Moderate Allocation Advisor -0.06 3.80 1.04 5.36 10.01 8.55
Fidelity Advisor Income Repl 2040 T 0.10 3.80 1.02 5.98 11.63 10.02
Wells Fargo Advantage WB Growth Balanced -0.14 3.79 0.83 4.82 10.84 10.07
Transamerica Asset Allc Mod Gr R -0.42 3.79 0.42 6.48 11.91 10.01
Nuveen Strategy Balanced Allc A LW -0.09 3.79 1.19 4.96 10.57 9.54
Nuveen Strategy Balanced Allc A -0.09 3.79 1.19 4.96 10.57 9.54
Fidelity Advisor Income Repl 2036 I 0.12 3.78 1.06 6.31 11.53 10.06
Fidelity Advisor Income Repl 2038 A LW 0.11 3.77 1.04 6.12 11.53 10.00
Fidelity Advisor Income Repl 2038 A 0.11 3.77 1.04 6.12 11.53 10.00
Voya Strategic Allocation Mod Port S -0.36 3.75 0.45 6.44 11.88 10.43
Voya Solution Balanced Port S2 -0.27 3.75 0.54 6.42 11.02 10.06
First Investors Total Return A LW 0.61 3.75 0.98 6.65 11.89 11.30
First Investors Total Return A 0.61 3.75 0.98 6.65 11.89 11.30
Fidelity Income Replacement 2036 0.11 3.75 1.05 6.24 11.50 10.04
Delaware Foundation Moderate Allc I -0.74 3.75 0.59 4.35 10.17 9.47
Pioneer Solutions Balanced C 0.34 3.73 1.18 3.95 9.65 8.02
Fidelity Advisor Income Repl 2042 C 0.07 3.73 0.94 5.64 11.50 9.74
BMO Balanced Allocation R6 -0.19 3.71 0.78 --- --- 10.37
AllianzGI Income & Growth C 0.66 3.71 0.90 4.31 10.96 10.05
Fidelity® Balanced K 0.43 3.70 0.96 10.14 14.05 12.40
Fidelity Advisor Asset Manager® 50% T 0.00 3.70 0.91 4.96 9.47 8.82
Voya Solution Balanced Port A -0.27 3.69 0.55 6.34 10.94 9.90
Virtus Tactical Allocation A LW 0.00 3.69 0.85 3.55 10.85 10.53
Virtus Tactical Allocation A 0.00 3.69 0.85 3.55 10.85 10.53
Lord Abbett Multi-Asset Balanced Opp I -0.14 3.69 1.09 4.78 13.08 10.73
JPMorgan Diversified C 0.00 3.69 0.66 6.43 12.09 10.42
Innealta Capital Global All Asset Opp I -0.80 3.69 1.16 1.58 --- ---
Franklin Moderate Allocation A LW -0.12 3.69 0.99 5.12 9.72 8.28
Franklin Moderate Allocation A -0.12 3.69 0.99 5.12 9.72 8.28
Fidelity® Balanced 0.38 3.68 0.93 10.04 13.93 12.27
Nuveen Strategy Balanced Allc R3 -0.09 3.67 1.14 4.70 10.28 9.26
JHancock Lifestyle Balanced C -0.37 3.67 0.81 3.72 9.88 8.70
JHancock Lifestyle Balanced B -0.31 3.67 0.88 3.75 9.89 8.67
Fidelity Advisor Income Repl 2038 T 0.09 3.67 0.96 5.84 11.24 9.73
Wells Fargo Advantage Growth Balanced Ad -0.03 3.66 0.63 8.13 14.43 12.55
Columbia Capital Allocation Moderate R -0.08 3.66 0.60 6.02 9.88 ---
Lord Abbett Multi-Asset Balanced Opp F -0.16 3.65 1.07 4.67 12.94 10.61
JPMorgan Diversified B 0.00 3.65 0.71 6.43 12.10 10.41
Fidelity Advisor Income Repl 2036 A LW 0.09 3.65 0.98 5.98 11.22 9.77
Fidelity Advisor Income Repl 2036 A 0.09 3.65 0.98 5.98 11.22 9.77
Transamerica Asset Allc Mod Gr C -0.49 3.64 0.28 5.98 11.38 9.47
Forward Select Opportunity Institutional -1.27 3.64 0.84 0.18 --- ---
Fidelity Advisor® Balanced Z 0.40 3.64 0.94 10.05 --- ---
HSBC World Selection Balanced Strat C -1.27 3.63 0.43 1.82 9.64 8.60
HSBC World Selection Balanced Strat B -1.27 3.63 0.43 1.81 9.65 8.60
Fidelity Income Replacement 2034 0.11 3.63 1.02 6.15 11.22 9.84
Fidelity Advisor Income Repl 2034 I 0.09 3.63 1.00 6.13 11.22 9.84
ICON Risk-Managed Balanced S -0.20 3.61 1.02 6.92 10.09 7.83
Fidelity® Puritan® K 0.36 3.61 0.61 10.22 14.02 12.45
Fidelity Advisor® Balanced I 0.40 3.61 0.91 9.90 13.72 12.15
Delaware Foundation Moderate Allc A LW -0.74 3.61 0.53 4.11 9.91 9.21
Delaware Foundation Moderate Allc A -0.74 3.61 0.53 4.11 9.91 9.21
BMO Balanced Allocation I -0.19 3.61 0.68 --- --- ---
Arrow DWA Balanced Institutional -0.58 3.61 0.51 4.98 9.06 ---
Transamerica Asset Allc Mod Gr B -0.48 3.60 0.28 5.89 11.29 9.39
MainStay Moderate Allocation I -0.07 3.60 0.73 5.40 12.28 10.88
Fidelity Advisor Income Repl 2040 C 0.05 3.60 0.89 5.48 11.07 9.48
Camelot Premium Return C -1.90 3.60 -0.61 2.83 11.38 ---
Innealta Capital Global All Asset Opp A -0.81 3.59 1.15 1.32 --- ---
Innealta Capital Global All Asset O A LW -0.81 3.59 1.15 1.32 --- ---
Franklin Moderate Allocation R -0.06 3.59 0.94 4.88 9.46 8.01
Wells Fargo Advantage Growth Balanced A -0.05 3.58 0.59 7.88 14.16 12.28
Wells Fargo Advantage Growth Balanc A LW -0.05 3.58 0.59 7.88 14.16 12.28
Lord Abbett Multi-Asset Balanced Opp A -0.18 3.58 1.03 4.51 12.76 10.44
Lord Abbett Multi-Asset Balanced Op A LW -0.18 3.58 1.03 4.51 12.76 10.44
Fidelity® Puritan® 0.36 3.58 0.59 10.10 13.90 12.33
Calamos Growth & Income I 1.02 3.56 1.28 8.05 11.34 10.47
Forward Select Opportunity Investor -1.27 3.55 0.79 --- --- ---
Arrow DWA Balanced A Load Waived -0.58 3.54 0.51 4.75 8.81 7.71
Arrow DWA Balanced A -0.58 3.54 0.51 4.75 8.81 7.71
Fidelity Advisor Income Repl 2036 T 0.07 3.53 0.92 5.73 10.94 9.49
Fidelity Advisor Income Repl 2034 A LW 0.07 3.53 0.94 5.86 10.93 9.56
Fidelity Advisor Income Repl 2034 A 0.07 3.53 0.94 5.86 10.93 9.56
Pacific Funds Port Optim Mod Adv 0.00 3.52 0.91 5.15 --- ---
Fidelity Income Replacement 2032 0.10 3.52 0.98 6.05 10.95 9.66
Fidelity Advisor Income Repl 2032 I 0.10 3.52 0.98 6.05 10.95 9.66
Lord Abbett Multi-Asset Balanced Opp P -0.14 3.51 0.98 4.38 12.57 10.25
Virtus Balanced A Load Waived -0.13 3.50 0.54 3.71 9.77 10.31
Virtus Balanced A -0.13 3.50 0.54 3.71 9.77 10.31
JPMorgan Investor Growth & Income Sel 0.29 3.50 0.82 7.33 12.94 11.05
ICON Risk-Managed Balanced A LW -0.21 3.50 0.99 6.71 9.85 7.58
ICON Risk-Managed Balanced A -0.21 3.50 0.99 6.71 9.85 7.58
Fidelity Advisor® Balanced A LW 0.41 3.50 0.87 9.67 13.42 11.85
Fidelity Advisor® Balanced A 0.41 3.50 0.87 9.67 13.42 11.85
American Funds Balanced Portfolio R6 -0.29 3.50 0.69 6.45 12.83 ---
Lord Abbett Multi-Asset Balanced Opp R3 -0.14 3.48 0.97 4.33 12.51 10.19
Fidelity Advisor Asset Manager® 50% C -0.06 3.48 0.80 4.47 8.95 8.26
Delaware Foundation Moderate Allc R -0.74 3.48 0.47 3.77 9.62 8.92
Calamos Growth & Income A Load Waived 1.03 3.48 1.20 7.79 11.06 10.19
Calamos Growth & Income A 1.03 3.48 1.20 7.79 11.06 10.19
American Funds Balanced Portfolio R5 -0.36 3.48 0.68 6.39 12.81 ---
MainStay Moderate Allocation Inv -0.15 3.47 0.66 5.00 11.80 10.43
MainStay Moderate Allocation A LW -0.15 3.47 0.66 5.17 11.99 10.60
MainStay Moderate Allocation A -0.15 3.47 0.66 5.17 11.99 10.60
InvestEd Balanced Load Waived 0.23 3.47 0.16 6.01 10.99 8.77
InvestEd Balanced 0.23 3.47 0.16 6.01 10.99 8.77
American Funds Balanced Portfolio F2 -0.36 3.47 0.59 6.35 12.74 ---
Nuveen Strategy Balanced Allc C -0.19 3.46 0.92 4.18 9.72 8.71
MFS® Moderate Allocation R4 -0.12 3.46 0.68 4.28 10.41 10.11
Lord Abbett Multi-Asset Balanced Opp R2 -0.24 3.46 0.92 4.17 12.37 10.05
Columbia Capital Allocation Moderate B -0.17 3.46 0.48 5.42 9.33 8.76
American Funds Balanced Portfolio 529F1 -0.29 3.46 0.65 6.28 12.67 ---
Pacific Funds Port Optim Mod A LW 0.00 3.45 0.84 4.90 9.23 8.99
Pacific Funds Port Optim Mod A 0.00 3.45 0.84 4.90 9.23 8.99
Intrepid Capital Institutional 0.08 3.45 1.51 4.47 10.69 9.61
Fidelity Advisor Asset Manager® 50% B -0.06 3.45 0.83 4.42 8.94 8.27
Russell LifePoints Balanced Strategy R1 -0.55 3.44 0.82 4.24 9.99 8.80
Archer Balanced 0.17 3.44 0.67 12.46 13.87 9.86
Forward Select Opportunity A LW -1.31 3.43 0.71 -0.34 --- ---
Forward Select Opportunity A -1.31 3.43 0.71 -0.34 --- ---
Fidelity Advisor Income Repl 2038 C 0.03 3.43 0.83 5.31 10.68 9.18
Thrivent Balanced Income Plus I -0.45 3.42 0.28 6.08 12.37 10.99
QS Legg Mason Lifestyle Allocation 70% I -0.06 3.42 0.98 4.71 12.91 11.54
MFS® Moderate Allocation I -0.11 3.42 0.61 4.22 10.37 10.09
Fidelity Advisor Income Repl 2034 T 0.05 3.41 0.89 5.60 10.65 9.29
Fidelity Advisor Income Repl 2032 A LW 0.08 3.41 0.90 5.77 10.68 9.39
Fidelity Advisor Income Repl 2032 A 0.08 3.41 0.90 5.77 10.68 9.39
BMO Balanced Allocation Y -0.29 3.41 0.49 --- --- ---
BMO Balanced Allocation R3 -0.19 3.41 0.58 --- --- ---
Thrivent Moderate Allocation I -0.53 3.40 0.50 5.58 10.95 9.72
Nationwide HighMark Balanced Instl 0.44 3.40 1.22 7.91 --- ---
JPMorgan Investor Growth & Income A LW 0.29 3.39 0.74 7.03 12.64 10.76
JPMorgan Investor Growth & Income A 0.29 3.39 0.74 7.03 12.64 10.76
American Funds Balanced Portfolio R2E -0.36 3.39 0.58 --- --- ---
Vantagepoint Model Port Tradtnl Gr TM -0.19 3.38 0.73 5.27 --- ---
Sit Balanced 0.69 3.38 0.39 10.02 11.79 10.69
Schwab Balanced 0.32 3.38 0.78 9.59 11.95 10.91
Pacific Funds Port Optim Mod R 0.00 3.38 0.77 4.68 8.99 8.74
Fidelity Advisor Income Repl 2030 I 0.08 3.38 0.92 5.83 10.61 9.43
Columbia Capital Allocation Moderate C -0.17 3.38 0.39 5.34 9.31 8.76
Calamos Growth & Income R 1.00 3.38 1.15 7.52 10.78 9.92
American Century Strat Allc: Mod R6 -0.14 3.38 0.64 6.77 --- ---
Franklin Moderate Allocation C -0.13 3.37 0.81 4.31 8.90 7.47
First Investors Total Return B 0.57 3.37 0.76 5.83 11.04 10.49
American Century One Choice Mod Inv -0.13 3.37 0.65 6.62 11.43 10.74
Nationwide HighMark Balanced InSvc 0.36 3.36 1.24 7.80 9.46 10.06
MFS® Moderate Allocation R3 -0.12 3.36 0.56 4.04 10.11 9.82
Fidelity Income Replacement 2030 0.06 3.36 0.90 5.81 10.61 9.43
Fidelity Advisor® Balanced T 0.35 3.36 0.75 9.37 13.15 11.59
CG Core Balanced Institutional 0.91 3.36 2.40 8.60 --- ---
State Farm Equity & Bond Instl 0.44 3.35 0.79 10.36 13.01 11.41
MFS® Moderate Allocation A Load Waived -0.17 3.35 0.57 3.96 10.09 9.82
MFS® Moderate Allocation A -0.17 3.35 0.57 3.96 10.09 9.82
MFS® Moderate Allocation 529A LW -0.12 3.35 0.56 3.93 10.06 9.76
MFS® Moderate Allocation 529A -0.12 3.35 0.56 3.93 10.06 9.76
Dreyfus Growth Allocation -0.22 3.35 0.39 5.36 12.06 10.21
American Funds Balanced Portfolio R4 -0.44 3.35 0.54 6.03 12.47 ---
American Funds Balanced Portfolio F1 -0.36 3.35 0.54 6.02 12.46 ---
American Funds Balanced Portfolio A LW -0.36 3.35 0.54 6.07 12.48 ---
American Funds Balanced Portfolio A -0.36 3.35 0.54 6.07 12.48 ---
Virtus Tactical Allocation B -0.10 3.34 0.65 2.68 10.00 9.71
DFA Global Allocation 60/40 I -0.55 3.34 0.84 3.33 10.88 9.43
American Funds Balanced Portfolio 529A -0.36 3.34 0.53 5.98 12.42 ---
American Funds Balanced Portfolio 529 LW -0.36 3.34 0.53 5.98 12.42 ---
American Century Strat Allc: Mod Instl 0.00 3.34 0.61 6.75 11.25 10.66
Voya Retirement Moderate Growth Port I -0.64 3.33 0.43 5.66 11.41 10.11
Russell LifePoints Balanced Strategy S -0.55 3.33 0.79 4.06 9.82 8.62
Nationwide Inv Dest Mod I -0.36 3.33 0.53 4.25 10.42 9.35
Hartford Checks and Balances R5 0.18 3.33 1.08 7.80 14.49 11.54
Virtus Tactical Allocation C -0.20 3.32 0.56 2.66 9.98 9.69
Vanguard LifeStrategy Moderate Gr Inv -0.44 3.32 0.61 6.26 11.13 9.99
Russell LifePoints Balanced Strategy R4 -0.55 3.32 0.76 3.99 9.72 8.52
Russell LifePoints Balanced Strategy A -0.55 3.31 0.75 3.92 9.58 8.37
Russell LifePoints Balanced Strateg A LW -0.55 3.31 0.75 3.92 9.58 8.37
Nationwide Inv Dest Mod Instl Svc -0.36 3.31 0.60 4.18 --- ---
Fidelity Advisor Income Repl 2036 C 0.03 3.31 0.79 5.19 10.39 8.95
Intrepid Capital 0.08 3.30 1.45 4.29 10.41 9.32
Voya Balanced Port I -0.58 3.29 0.15 5.75 11.85 10.10
Russell LifePoints Balanced Strategy E -0.55 3.29 0.74 3.88 9.58 8.37
Nationwide HighMark Balanced A LW 0.37 3.29 1.17 7.50 9.18 9.79
Nationwide HighMark Balanced A 0.37 3.29 1.17 7.50 9.18 9.79
MFS® Moderate Allocation R2 -0.12 3.29 0.52 3.77 9.84 9.55
Lord Abbett Multi-Asset Balanced Opp C -0.22 3.29 0.85 3.72 11.96 9.65
Fidelity Advisor Income Repl 2032 T 0.04 3.29 0.84 5.50 10.39 9.11
Columbia Balanced Y 0.56 3.29 0.89 10.11 --- ---
Wells Fargo Advantage Growth Balanced C -0.11 3.28 0.42 7.07 13.31 11.43
Forward Select Opportunity C -1.35 3.28 0.64 -0.79 --- ---
Columbia Balanced R5 0.54 3.28 0.89 10.08 14.33 ---
Wells Fargo Advantage Growth Balanced B -0.11 3.26 0.41 7.06 13.29 11.43
Vantagepoint Model Port Tradtnl Gr Inv M -0.23 3.26 0.65 4.98 10.78 9.45
Fidelity Advisor Income Repl 2030 A LW 0.04 3.26 0.86 5.55 10.33 9.16
Fidelity Advisor Income Repl 2030 A 0.04 3.26 0.86 5.55 10.33 9.16
DFA Global Allocation 60/40 R2 -0.55 3.26 0.78 3.22 10.64 9.15
Columbia Balanced Z 0.54 3.26 0.86 9.91 14.18 12.53
Columbia Balanced R4 0.56 3.26 0.88 9.94 --- ---
Lord Abbett Multi-Asset Balanced Opp B -0.23 3.25 0.83 3.73 11.92 9.62
George Putnam Balanced R6 0.23 3.25 0.70 9.63 --- ---
Delaware Foundation Moderate Allc C -0.82 3.25 0.35 3.24 9.05 8.35
Thrivent Moderate Allocation A LW -0.60 3.24 0.42 5.16 10.58 9.33
Thrivent Moderate Allocation A -0.60 3.24 0.42 5.16 10.58 9.33
Oppenheimer Moderate Inv Y 0.00 3.24 0.72 5.30 10.80 9.51
JHancock Lifestyle II Balanced R6 -0.46 3.24 0.36 5.40 --- ---
JHancock Lifestyle II Balanced 1 -0.46 3.24 0.36 5.44 --- ---
Thrivent Balanced Income Plus A LW -0.45 3.23 0.19 5.67 11.89 10.51
Thrivent Balanced Income Plus A -0.45 3.23 0.19 5.67 11.89 10.51
State Farm Equity & Bond A Legacy LW 0.35 3.23 0.70 10.02 12.72 11.12
State Farm Equity & Bond A Legacy 0.35 3.23 0.70 10.02 12.72 11.12
American Funds Balanced Portfolio R3 -0.44 3.23 0.50 5.69 12.11 ---
Virtus Balanced C -0.13 3.22 0.43 2.99 8.96 9.50
QS Legg Mason Lifestyle Allocation A LW -0.06 3.22 0.86 4.40 12.65 11.26
QS Legg Mason Lifestyle Allocation 70% A -0.06 3.22 0.86 4.40 12.65 11.26
Nationwide Inv Dest Mod A Load Waived -0.36 3.22 0.53 3.92 10.06 9.01
Nationwide Inv Dest Mod A -0.36 3.22 0.53 3.92 10.06 9.01
American Funds Balanced Portfolio 529E -0.37 3.22 0.49 5.76 12.13 ---
UBS US Allocation P 0.00 3.21 0.38 8.74 13.50 12.35
Great-West SecureFoundation® Bal G -0.23 3.21 0.61 6.07 11.05 9.93
George Putnam Balanced R5 0.21 3.21 0.67 9.59 --- ---
Arrow DWA Balanced C -0.60 3.21 0.30 3.99 8.02 6.91
State Farm Equity & Bond R3 0.36 3.20 0.71 10.21 12.94 11.31
Hartford Checks and Balances I 0.09 3.20 1.05 7.68 14.48 11.52
Great-West SecureFoundation® Bal ETF A -0.38 3.20 0.61 6.16 11.10 ---
Great-West SecureFoundation® Bal ET A LW -0.38 3.20 0.61 6.16 11.10 ---
George Putnam Balanced Y 0.26 3.20 0.67 9.58 13.42 11.63
Fidelity Advisor Income Repl 2034 C 0.02 3.20 0.75 5.07 10.10 8.74
MainStay Moderate Allocation C -0.15 3.19 0.52 4.28 10.98 9.61
Great-West SecureFoundation® Bal G1 -0.30 3.19 0.61 5.93 10.96 9.83
Voya Retirement Moderate Growth Port A -0.64 3.18 0.29 5.24 10.98 9.68
Virtus Balanced B -0.13 3.18 0.41 2.99 8.97 9.50
Pacific Funds Port Optim Mod C -0.07 3.18 0.71 4.19 8.51 8.27
Pacific Funds Port Optim Mod B -0.07 3.18 0.63 4.17 8.50 8.27
Voya Balanced Port S -0.59 3.17 0.07 5.49 11.58 9.84
State Farm Equity & Bond A Load Waived 0.35 3.17 0.71 10.03 12.75 11.13
State Farm Equity & Bond A 0.35 3.17 0.71 10.03 12.75 11.13
Russell LifePoints Balanced Strategy R5 -0.63 3.17 0.62 3.70 9.44 8.25
QS Legg Mason Lifestyle Allocation 70% R -0.11 3.17 0.80 --- --- ---
Oppenheimer Moderate Inv A Load Waived 0.00 3.17 0.64 5.12 10.55 9.24
Oppenheimer Moderate Inv A 0.00 3.17 0.64 5.12 10.55 9.24
New Century Balanced -0.19 3.17 0.69 5.01 10.94 9.49
MassMutual RetireSMART Mod I -0.30 3.17 0.60 3.77 --- ---
JPMorgan Investor Growth & Income C 0.30 3.17 0.66 6.54 12.09 10.20
ICON Risk-Managed Balanced C -0.36 3.17 0.74 5.85 9.00 6.74
Hartford Checks and Balances A LW 0.18 3.17 1.11 7.54 14.22 11.24
Hartford Checks and Balances A 0.18 3.17 1.11 7.54 14.22 11.24
American Indep MAR Tactical Mod Gr Instl 0.09 3.17 0.64 7.29 --- ---
Principal SAM Balanced Inst 0.06 3.16 0.66 6.35 11.76 10.79
Hartford Checks and Balances R4 0.09 3.16 1.00 7.45 14.15 11.17
Fidelity Advisor® Balanced C 0.31 3.16 0.62 8.79 12.57 11.01
Fidelity Advisor Income Repl 2030 T 0.04 3.16 0.79 5.31 10.09 8.89
Columbia Balanced K 0.51 3.16 0.80 9.70 14.00 ---
Calamos Growth & Income B 0.94 3.16 1.02 7.06 10.64 9.62
American Century Strat Allc: Mod Inv -0.14 3.16 0.44 6.38 11.03 10.41
Pioneer Classic Balanced Y 0.00 3.15 0.43 8.05 13.22 11.57
American Century Strat Allc: Mod A LW -0.14 3.15 0.56 6.18 10.79 10.17
American Century Strat Allc: Mod A -0.14 3.15 0.56 6.18 10.79 10.17
Scharf Balanced Opportunity Inv -0.86 3.14 0.23 7.67 --- ---
Prudential Moderate Allocation Z -0.40 3.14 0.53 5.26 11.24 9.71
Principal SAM Balanced J 0.06 3.14 0.66 6.07 11.44 10.43
Calamos Growth & Income C 0.96 3.14 1.01 6.98 10.22 9.38
Nationwide Inv Dest Mod Svc -0.36 3.13 0.43 3.83 9.98 8.92
Fidelity Advisor® Balanced B 0.30 3.13 0.61 8.73 12.48 10.93
Columbia Balanced A Load Waived 0.51 3.13 0.80 9.62 13.89 12.25
Columbia Balanced A 0.51 3.13 0.80 9.62 13.89 12.25
State Farm Equity & Bond R1 0.45 3.12 0.63 9.73 12.40 10.79
MainStay Moderate Allocation B -0.15 3.12 0.52 4.20 10.98 9.60
Great-West Moderate Profile II Init -0.13 3.12 0.38 5.78 11.48 9.74
State Farm Equity & Bond R2 0.36 3.11 0.63 9.93 12.56 11.00
PNC Balanced Allocation I -0.22 3.11 0.27 5.35 10.89 10.43
JPMorgan Investor Growth & Income B 0.23 3.11 0.58 6.52 12.08 10.19
USAA Cornerstone Moderately Agrsv -0.23 3.10 0.57 3.39 9.41 7.96
Principal SAM Balanced R5 0.00 3.10 0.59 6.08 11.47 10.51
Eudora -0.36 3.10 -1.44 6.61 --- ---
UBS US Allocation A Load Waived -0.05 3.08 0.29 8.45 13.18 12.03
UBS US Allocation A -0.05 3.08 0.29 8.45 13.18 12.03
George Putnam Balanced A Load Waived 0.20 3.08 0.61 9.28 13.10 11.36
George Putnam Balanced A 0.20 3.08 0.61 9.28 13.10 11.36
Fidelity Advisor Income Repl 2032 C 0.00 3.08 0.71 4.98 9.84 8.56
Principal SAM Balanced R4 0.06 3.06 0.62 5.96 11.34 10.39
MFS® Moderate Allocation 529B -0.18 3.06 0.36 3.21 9.25 8.94
MassMutual RetireSMART Moderate R5 -0.30 3.06 0.50 3.58 9.92 ---
AT Income Opportunities Institutional -0.48 3.06 -0.21 --- --- ---
American Funds Balanced Portfolio C -0.44 3.06 0.40 5.28 11.63 ---
Pioneer Classic Balanced A Load Waived 0.11 3.05 0.43 7.82 12.93 11.24
Pioneer Classic Balanced A 0.11 3.05 0.43 7.82 12.93 11.24
MFS® Moderate Allocation C -0.18 3.05 0.42 3.21 9.29 9.00
Hartford Balanced Y 0.28 3.05 0.85 9.00 13.57 11.85
State Farm Equity & Bond B Legacy 0.35 3.04 0.61 9.67 12.29 10.68
Principal SAM Balanced A Load Waived 0.06 3.04 0.57 5.98 11.38 10.40
Principal SAM Balanced A 0.06 3.04 0.57 5.98 11.38 10.40
Northern Global Tactical Asset Allc -0.63 3.04 0.50 2.04 8.96 8.68
MFS® Moderate Allocation R1 -0.18 3.04 0.36 3.20 9.28 9.00
Great-West SecureFoundation® Bal L -0.34 3.04 0.59 5.78 10.76 ---
American Funds Balanced Portfolio 529C -0.44 3.04 0.38 5.24 11.53 ---
Principal SAM Balanced R3 0.06 3.03 0.58 5.77 11.13 10.17
Nationwide Inv Dest Mod R -0.46 3.03 0.38 3.55 9.71 8.63
MFS® Moderate Allocation B -0.18 3.03 0.41 3.23 9.29 9.00
George Putnam Balanced R 0.25 3.03 0.60 9.04 12.84 11.08
American Funds Balanced Portfolio B -0.44 3.03 0.37 5.23 11.61 ---
Madison Moderate Allocation A LW -0.08 3.02 0.51 6.04 10.53 9.34
Madison Moderate Allocation A -0.08 3.02 0.51 6.04 10.53 9.34
ESG Managers® Balanced Port Inst 0.08 3.02 0.82 6.23 11.36 9.45
Columbia Balanced R 0.48 3.02 0.72 9.35 13.63 ---
American Century Strat Allc: Mod R -0.14 3.02 0.42 5.83 10.47 9.85
Nationwide HighMark Balanced C 0.37 3.01 1.02 6.88 8.54 9.15
MFS® Moderate Allocation 529C -0.18 3.01 0.36 3.20 9.25 8.94
Prudential Moderate Allocation A LW -0.46 3.00 0.40 4.94 10.92 9.44
Prudential Moderate Allocation A -0.46 3.00 0.40 4.94 10.92 9.44
Oppenheimer Moderate Inv R -0.09 3.00 0.55 4.75 10.25 8.96
Hartford Checks and Balances R3 0.09 3.00 0.94 7.09 13.80 10.84
American Funds Balanced Portfolio 529B -0.44 3.00 0.34 5.13 11.52 ---
Hotchkis & Wiley Capital Income A LW -0.32 2.99 0.46 4.64 15.15 ---
Hotchkis & Wiley Capital Income A -0.32 2.99 0.46 4.64 15.15 ---
Hartford Balanced HLS IA 0.29 2.99 0.83 8.70 13.68 11.89
American Indep MAR Tactical Mod Gr A LW 0.09 2.99 0.55 6.84 --- ---
American Indep MAR Tactical Mod Gr A 0.09 2.99 0.55 6.84 --- ---
American Funds Balanced Portfolio R2 -0.44 2.99 0.33 5.24 11.65 ---
American Funds Balanced Portfolio R1 -0.44 2.99 0.33 5.27 11.64 ---
Hartford Balanced R5 0.23 2.98 0.83 8.89 13.49 11.78
Calvert Balanced I 0.43 2.98 0.81 8.99 11.76 11.31
PNC Balanced Allocation A Load Waived -0.22 2.97 0.14 5.15 10.61 10.15
PNC Balanced Allocation A -0.22 2.97 0.14 5.15 10.61 10.15
Alger Balanced I-2 0.47 2.97 0.47 8.66 10.31 8.82
MassMutual RetireSMART Moderate Svc -0.30 2.96 0.50 3.48 9.85 ---
RidgeWorth Moderate Allocation Strat I -0.45 2.95 0.36 5.75 9.82 8.94
MassMutual RetireSMART Moderate Admin -0.30 2.95 0.50 3.36 9.79 ---
MassMutual RetireSMART Mod R4 -0.30 2.95 0.50 3.30 --- ---
Great-West Moderate Profile II L -0.28 2.95 0.28 5.47 11.21 ---
QS Legg Mason Lifestyle Allocation 70% C -0.17 2.94 0.68 3.69 11.89 10.53
Prudential Moderate Allocation R -0.40 2.94 0.40 4.76 10.63 9.15
Fidelity Advisor Income Repl 2030 C -0.02 2.94 0.67 4.78 9.51 8.35
ESG Managers® Balanced Port A LW 0.00 2.94 0.74 6.01 11.09 9.16
ESG Managers® Balanced Port A 0.00 2.94 0.74 6.01 11.09 9.16
George Putnam Balanced M 0.20 2.93 0.55 8.73 12.56 10.80
Russell LifePoints Balanced Strategy C -0.64 2.92 0.50 3.05 8.75 7.55
Nationwide Inv Dest Mod C -0.36 2.91 0.37 3.18 9.32 8.24
Hartford Checks and Balances C 0.09 2.91 0.84 6.71 13.34 10.42
State Farm Equity & Bond B 0.35 2.90 0.53 9.29 12.04 10.42
Cavanal Hill Balanced I -0.21 2.90 0.40 7.55 10.68 10.10
Schwab MarketTrack Balanced -0.41 2.89 0.51 5.43 10.77 9.68
JHancock Balanced R6 -0.31 2.89 0.75 6.82 13.28 ---
Hartford Checks and Balances B 0.09 2.89 0.82 6.62 13.29 10.33
Hartford Balanced HLS IB 0.25 2.88 0.75 8.44 13.39 11.61
JHancock Balanced R5 -0.31 2.87 0.73 6.73 13.21 11.04
Hotchkis & Wiley Capital Income I -0.31 2.87 0.54 4.56 14.60 ---
Great-West Moderate Profile I Init -0.32 2.87 0.32 5.51 11.30 9.54
Calvert Balanced Y 0.43 2.87 0.75 8.66 --- ---
American Century Strat Allc: Mod C -0.14 2.87 0.28 5.31 9.96 9.34
RidgeWorth Moderate Allocation Strat A -0.45 2.86 0.27 5.54 9.67 8.73
RidgeWorth Moderate Allocation Stra A LW -0.45 2.86 0.27 5.54 9.67 8.73
Principal SAM Balanced R2 0.00 2.86 0.48 5.51 10.93 9.96
American Beacon Balanced AMR -0.29 2.86 0.71 6.99 14.23 12.13
MassMutual RetireSMART Moderate A LW -0.30 2.85 0.40 3.18 9.52 ---
MassMutual RetireSMART Moderate A -0.30 2.85 0.40 3.18 9.52 ---
MassMutual RetireSMART Mod R3 -0.30 2.85 0.40 3.01 --- ---
Hartford Balanced R4 0.23 2.85 0.75 8.58 13.14 11.43
Federated MDT Balanced Instl 0.30 2.85 0.47 6.82 13.73 11.22
New Covenant Balanced Growth -0.36 2.84 0.70 7.94 10.71 9.88
Hartford Balanced A Load Waived 0.23 2.84 0.72 8.53 13.07 11.36
Hartford Balanced A 0.23 2.84 0.72 8.53 13.07 11.36
GuideStone Funds Defensv Mkt Strats Inst 0.42 2.84 0.76 8.02 12.36 ---
RiverNorth Core Opportunity R -1.12 2.82 0.16 3.62 10.88 10.45
RiverNorth Core Opportunity I -1.12 2.82 0.16 --- --- ---
SunAmerica Focused Multi-Asset Strat A -0.36 2.81 0.43 5.88 9.98 8.25
SunAmerica Focused Multi-Asset Stra A LW -0.36 2.81 0.43 5.88 9.98 8.25
Principal SAM Balanced R1 -0.06 2.81 0.44 5.39 10.76 9.83
JHancock Balanced I -0.31 2.81 0.72 6.70 13.16 11.02
Columbia Balanced C 0.46 2.81 0.62 8.83 13.05 11.42
Columbia Balanced B 0.43 2.81 0.59 8.78 13.03 11.41
QS Legg Mason Lifestyle Allocation 70% B -0.17 2.80 0.56 3.36 11.58 10.25
Calvert Balanced A Load Waived 0.40 2.80 0.69 8.43 11.22 10.75
Calvert Balanced A 0.40 2.80 0.69 8.43 11.22 10.75
George Putnam Balanced C 0.20 2.79 0.43 8.49 12.28 10.53
George Putnam Balanced B 0.19 2.79 0.43 8.44 12.27 10.52
Federated MDT Balanced A Load Waived 0.30 2.79 0.42 6.58 13.46 10.93
Federated MDT Balanced A 0.30 2.79 0.42 6.58 13.46 10.93
American Funds College 2027 529F1 -0.48 2.79 0.32 3.97 --- ---
Value Line Income & Growth 0.10 2.78 0.01 9.42 13.47 10.55
USAA Cornerstone Moderate -0.32 2.78 0.38 3.03 8.69 7.90
Praxis Genesis Balanced A Load Waived -0.33 2.78 0.52 5.31 9.93 8.99
Praxis Genesis Balanced A -0.33 2.78 0.52 5.31 9.93 8.99
Cavanal Hill Balanced Inv -0.29 2.78 0.34 7.23 10.43 9.83
Cavanal Hill Balanced A Load Waived -0.22 2.77 0.40 7.31 10.41 ---
Cavanal Hill Balanced A -0.22 2.77 0.40 7.31 10.41 ---
Principal SAM Balanced C 0.00 2.76 0.46 5.21 10.56 9.61
JHancock Balanced R4 -0.31 2.76 0.69 6.52 12.98 10.78
Hartford Balanced R3 0.19 2.76 0.65 8.24 12.81 11.10
GuideStone Funds Defensv Mkt Strats Inv 0.42 2.76 0.76 7.82 12.09 ---
Fallen Angels Income -0.58 2.76 -0.15 3.07 11.40 9.92
Dreyfus Moderate Allocation -0.29 2.76 0.23 4.07 9.58 8.64
UBS US Allocation C -0.12 2.75 0.10 7.62 12.31 11.17
Oppenheimer Moderate Inv C -0.09 2.75 0.46 4.28 9.73 8.40
JPMorgan Investor Balanced Select 0.20 2.75 0.54 5.91 10.29 9.02
American Beacon Balanced Instl -0.31 2.75 0.64 6.70 13.90 11.83
Prudential Moderate Allocation B -0.46 2.74 0.27 4.20 10.12 8.62
Pioneer Classic Balanced C 0.00 2.74 0.22 7.03 12.03 10.33
1789 Growth and Income P 0.00 2.74 0.90 4.98 --- ---
Oppenheimer Moderate Inv B -0.18 2.73 0.46 4.28 9.65 8.34
American Century Strat Allc: Mod B -0.28 2.73 0.14 5.31 9.93 9.32
American Indep MAR Tactical Mod Gr C 0.00 2.72 0.37 6.18 --- ---
1789 Growth and Income A Load Waived 0.00 2.72 0.87 4.77 --- ---
1789 Growth and Income A 0.00 2.72 0.87 4.77 --- ---
Dreyfus Balanced Opportunity J 0.42 2.71 0.09 7.57 13.37 11.07
American Funds College 2027 529A LW -0.56 2.71 0.24 3.74 --- ---
American Funds College 2027 529A -0.56 2.71 0.24 3.74 --- ---
American Beacon Balanced Y -0.32 2.71 0.62 6.60 13.82 11.71
SEI Defensive Strategy Allc A (SAAT) 0.00 2.69 -0.08 8.15 12.45 13.12
SunAmerica Focused Balanced Strategy A -0.37 2.68 0.42 5.81 9.81 8.68
SunAmerica Focused Balanced Strateg A LW -0.37 2.68 0.42 5.81 9.81 8.68
Prudential Balanced Z -0.19 2.68 0.19 7.35 12.97 11.81
JHancock Balanced A Load Waived -0.36 2.68 0.65 6.30 12.76 10.60
JHancock Balanced A -0.36 2.68 0.65 6.30 12.76 10.60
Dreyfus Balanced Opportunity Z 0.42 2.68 0.05 7.44 13.24 10.92
Prudential Moderate Allocation C -0.47 2.67 0.20 4.20 10.09 8.63
Federated MDT Balanced R 0.24 2.67 0.36 6.31 13.10 10.50
JHancock Balanced R2 -0.36 2.66 0.63 6.27 12.86 ---
Dreyfus Balanced Opportunity I 0.37 2.66 0.05 7.52 13.30 11.10
Invesco Equity and Income R6 0.67 2.64 1.56 7.98 --- ---
PNC Balanced Allocation C -0.29 2.63 0.00 4.34 9.79 9.33
Centre Multi-Asset Real Return Instl -0.81 2.63 0.31 -0.13 --- ---
MFS® Total Return R5 0.49 2.62 0.74 7.04 --- ---
JPMorgan Investor Balanced A LW 0.20 2.62 0.48 5.59 10.01 8.74
JPMorgan Investor Balanced A 0.20 2.62 0.48 5.59 10.01 8.74
Invesco Equity and Income R5 0.67 2.62 1.54 7.90 14.98 ---
Dreyfus Balanced Opportunity A LW 0.42 2.62 0.00 7.30 13.12 10.84
Dreyfus Balanced Opportunity A 0.42 2.62 0.00 7.30 13.12 10.84
American Funds Income Fund of Amer R6 -0.41 2.62 -0.07 5.51 13.14 12.50
JHancock Balanced R3 -0.36 2.61 0.58 6.10 12.52 10.38
Frost Moderate Allocation Instl -0.38 2.61 0.23 5.38 10.18 8.91
RidgeWorth Moderate Allocation Strat C -0.45 2.60 0.18 4.95 9.03 8.04
Madison Moderate Allocation B -0.25 2.60 0.25 5.16 9.69 8.49
Invesco Equity and Income Y 0.67 2.60 1.62 7.90 14.94 12.23
American Beacon Balanced Inv -0.34 2.60 0.55 6.33 13.53 11.46
Madison Moderate Allocation C -0.25 2.59 0.34 5.15 9.68 8.49
Janus Balanced N -0.10 2.59 0.26 7.14 --- ---
VY Invesco Equity and Income I 0.61 2.58 1.63 7.60 14.66 11.95
Plumb Balanced 0.74 2.58 0.74 8.21 12.08 10.04
American Beacon Balanced A Load Waived -0.34 2.58 0.54 6.27 13.38 11.31
American Beacon Balanced A -0.34 2.58 0.54 6.27 13.38 11.31
SunAmerica Focused Multi-Asset Strat C -0.49 2.57 0.24 5.15 9.29 7.57
Janus Balanced I -0.10 2.57 0.24 7.06 12.67 11.02
SunAmerica Focused Multi-Asset Strat B -0.43 2.56 0.24 5.13 9.24 7.53
Prudential Balanced A Load Waived -0.19 2.56 0.19 7.08 12.64 11.49
Prudential Balanced A -0.19 2.56 0.19 7.08 12.64 11.49
Jamestown Balanced 0.14 2.56 0.14 6.29 12.59 10.90
Frost Moderate Allocation Investor -0.38 2.56 0.19 5.14 9.90 8.63
American Funds Income Fund of Amer R5 -0.45 2.56 -0.12 5.42 13.07 12.44
American Funds College 2027 529E -0.56 2.56 0.16 3.44 --- ---
Janus Balanced D -0.10 2.55 0.19 6.98 12.60 10.95
Delaware Dividend Income Instl -0.37 2.55 0.71 5.63 13.22 12.06
American Funds Income Fund of Amer F2 -0.45 2.55 -0.09 5.38 13.02 12.38
ESG Managers® Balanced Port C 0.00 2.54 0.50 5.18 10.25 8.36
American Funds Income Fund of Amer 529F1 -0.45 2.54 -0.10 5.33 12.96 12.33
American Beacon Balanced Adv -0.35 2.54 0.52 6.18 13.36 11.28
MFS® Total Return R4 0.42 2.53 0.66 6.95 12.47 10.83
MFS® Total Return I 0.42 2.53 0.66 6.96 12.46 10.83
JHancock Balanced R1 -0.41 2.53 0.56 5.98 12.40 10.27
Hartford Balanced C 0.14 2.53 0.56 7.78 12.27 10.57
Vanguard Balanced Index I -0.03 2.52 0.32 8.32 12.24 11.59
Vanguard Balanced Index Adm 0.00 2.52 0.35 8.31 12.24 11.57
QS Legg Mason Dynamic Multi-Strategy I -0.23 2.52 0.23 5.01 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.30 2.52 0.49 2.17 --- ---
Delaware Dividend Income A Load Waived -0.39 2.52 0.65 5.37 12.94 11.77
Delaware Dividend Income A -0.39 2.52 0.65 5.37 12.94 11.77
Oakmark Equity & Income I 0.28 2.51 0.55 6.00 12.68 10.40
Janus Aspen Balanced Instl -0.12 2.51 0.22 6.99 12.89 11.23
Janus Balanced T -0.10 2.50 0.21 6.86 12.50 10.83
Invesco Moderate Allocation R5 -1.00 2.50 0.19 2.47 9.15 9.16
American Funds Income Fund of Amer A LW -0.45 2.50 -0.14 5.22 12.81 12.19
American Funds Income Fund of Amer A -0.45 2.50 -0.14 5.22 12.81 12.19
SEI Conservative Strategy Allc A (SAAT) -0.07 2.49 -0.23 8.85 13.06 13.66
MFS® Total Return A Load Waived 0.43 2.49 0.65 6.73 12.20 10.53
MFS® Total Return A 0.43 2.49 0.65 6.73 12.20 10.53
American Funds Income Fund of Amer F1 -0.45 2.49 -0.16 5.10 12.72 12.10
MFS® Total Return R3 0.43 2.48 0.65 6.73 12.19 10.56
Janus Balanced A Load Waived -0.13 2.48 0.15 6.77 12.35 10.70
Janus Balanced A -0.13 2.48 0.15 6.77 12.35 10.70
Calvert Balanced C 0.36 2.48 0.51 7.63 10.33 9.86
American Funds Income Fund of Amer 529A -0.45 2.48 -0.16 5.14 12.71 12.08
American Funds Income Fund of Amer 52 LW -0.45 2.48 -0.16 5.14 12.71 12.08
VY Invesco Equity and Income S 0.59 2.47 1.55 7.33 14.38 11.67
Invesco Moderate Allocation Y -1.00 2.47 0.25 2.48 9.13 9.16
Hartford Balanced B 0.14 2.46 0.47 7.55 12.10 10.40
Cavanal Hill Balanced C -0.29 2.46 0.18 --- --- ---
Vanguard Balanced Index Inv -0.03 2.45 0.29 8.17 12.07 11.40
SunAmerica Focused Balanced Strategy C -0.44 2.45 0.25 5.09 9.11 7.98
Federated MDT Balanced C 0.24 2.45 0.24 5.75 12.59 10.10
Dodge & Cox Balanced 0.34 2.45 1.64 7.14 17.14 13.48
QS Legg Mason Dynamic Multi-Strategy A -0.15 2.44 0.15 4.78 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW -0.15 2.44 0.15 4.78 --- ---
Invesco Equity and Income A Load Waived 0.57 2.44 1.46 7.53 14.62 11.96
Invesco Equity and Income A 0.57 2.44 1.46 7.53 14.62 11.96
ASTON/Montag & Caldwell Balanced I 0.82 2.44 0.17 6.44 9.22 9.25
American Funds Income Fund of Amer R4 -0.45 2.44 -0.20 5.12 12.74 12.11
Prudential Balanced R -0.26 2.43 0.06 6.80 12.41 11.26
Centre Multi-Asset Real Return Investor -0.82 2.43 0.21 -0.40 --- ---
MFS® Total Return 529A Load Waived 0.37 2.42 0.59 6.65 12.13 10.47
MFS® Total Return 529A 0.37 2.42 0.59 6.65 12.13 10.47
Delaware Dividend Income R -0.40 2.42 0.59 5.12 12.66 11.51
1789 Growth and Income C -0.08 2.42 0.66 3.95 11.65 ---
VY Invesco Equity and Income S2 0.58 2.41 1.53 7.20 14.21 11.52
MassMutual Premier Balanced R5 0.16 2.41 0.33 6.70 11.96 10.94
MassMutual Premier Balanced I 0.16 2.41 0.33 6.76 --- ---
Janus Balanced S -0.13 2.41 0.12 6.59 12.21 10.56
ASTON/Montag & Caldwell Balanced N 0.81 2.41 0.15 6.31 9.11 9.10
JPMorgan Investor Balanced B 0.13 2.40 0.33 5.14 9.47 8.20
JHancock Balanced B -0.41 2.40 0.48 5.57 11.98 9.83
American Funds Income Fund of Amer 529E -0.50 2.38 -0.22 4.85 12.43 11.80
MFS® Total Return R2 0.45 2.37 0.59 6.42 11.92 10.27
Highland Total Return Y -0.12 2.37 0.12 3.99 9.90 8.68
Oakmark Equity & Income II 0.25 2.36 0.46 5.66 12.33 10.05
JPMorgan Investor Balanced C 0.13 2.36 0.33 5.09 9.46 8.18
Invesco Moderate Allocation S -1.00 2.36 0.21 2.32 8.93 8.98
Invesco Equity and Income R 0.57 2.36 1.39 7.24 14.31 11.68
VY Invesco Equity and Income A 0.55 2.34 1.48 7.06 14.08 11.39
JHancock Balanced C -0.41 2.34 0.47 5.57 11.98 9.82
SunAmerica Focused Balanced Strategy B -0.50 2.33 0.19 5.00 9.06 7.93
Invesco Moderate Allocation A LW -1.08 2.33 0.11 2.14 8.83 8.85
Invesco Moderate Allocation A -1.08 2.33 0.11 2.14 8.83 8.85
Vanguard Wellington™ Admiral™ -0.30 2.32 0.45 7.25 13.40 12.11
MassMutual Premier Balanced Adm 0.16 2.32 0.32 6.46 11.65 10.60
American Funds Income Fund of Amer R3 -0.50 2.32 -0.23 4.81 12.39 11.77
American Funds College 2027 529C -0.64 2.32 0.00 2.87 --- ---
American Funds American Balanced R6 -0.12 2.32 0.05 7.79 14.16 13.11
MassMutual Premier Balanced Svc 0.16 2.31 0.31 6.61 11.78 10.77
American Funds Income Fund of Amer R2E -0.50 2.31 -0.24 --- --- ---
American Funds College 2027 529B -0.64 2.31 0.00 2.86 --- ---
American Funds American Balanced R5 -0.12 2.31 0.04 7.73 14.11 13.06
Janus Balanced R -0.16 2.30 0.07 6.34 11.92 10.28
Prudential Balanced C -0.26 2.29 0.00 6.31 11.87 10.72
American Funds American Balanced F2 -0.12 2.29 0.03 7.70 14.05 12.99
Vanguard Wellington™ Inv -0.33 2.28 0.44 7.16 13.32 12.02
Poplar Forest Cornerstone Institutional -0.70 2.28 1.15 --- --- ---
Legg Mason Dynamic Multi-Strategy R -0.23 2.28 0.08 --- --- ---
Dreyfus Balanced Opportunity C 0.33 2.28 -0.19 6.45 12.25 10.00
Invesco Moderate Allocation R -1.01 2.27 0.12 1.96 8.56 8.59
Highland Total Return A Load Waived -0.17 2.27 0.04 3.72 9.62 8.43
Highland Total Return A -0.17 2.27 0.04 3.72 9.62 8.43
American Beacon Balanced C -0.41 2.26 0.35 5.47 12.55 ---
TETON Westwood Balanced I 0.32 2.25 0.84 7.22 11.94 10.00
Presidential® Managed Rsk Mod I -0.66 2.25 0.29 1.94 --- ---
American Funds American Balanced R2E -0.12 2.24 0.02 --- --- ---
American Funds American Balanced 529F -0.12 2.24 0.05 7.63 13.97 12.90
Transamerica Multi-Mgd Balanced I 0.32 2.23 0.22 8.28 12.53 13.68
Transamerica Partners Instl Balanced 0.23 2.22 0.17 8.24 12.75 11.91
Prudential Balanced B -0.32 2.22 -0.06 6.25 11.84 10.72
Buffalo Flexible Income -0.99 2.22 0.15 1.84 9.61 10.87
MassMutual Premier Balanced R4 0.17 2.21 0.25 6.36 --- ---
MassMutual Premier Balanced A LW 0.08 2.20 0.25 6.23 11.37 10.33
MassMutual Premier Balanced A 0.08 2.20 0.25 6.23 11.37 10.33
Delaware Dividend Income C -0.45 2.20 0.45 4.57 12.11 10.94
American Funds American Balanced A LW -0.16 2.20 -0.02 7.47 13.81 12.74
American Funds American Balanced A -0.16 2.20 -0.02 7.47 13.81 12.74
American Funds Income Fund of Amer R2 -0.50 2.19 -0.33 4.41 11.93 11.29
American Funds American Balanced F1 -0.12 2.19 0.01 7.42 13.76 12.72
LK Balanced Institutional -0.88 2.18 -0.47 -2.82 --- ---
Invesco Equity and Income C 0.58 2.18 1.28 6.80 13.78 11.12
Franklin Balanced Adv -0.65 2.18 -0.34 4.56 10.80 10.96
American Funds Income Fund of Amer C -0.50 2.18 -0.34 4.36 11.92 11.30
American Funds American Balanced 529A LW -0.12 2.18 -0.01 7.38 13.71 12.66
American Funds American Balanced 529A -0.12 2.18 -0.01 7.38 13.71 12.66
MFS® Total Return R1 0.36 2.17 0.46 5.93 11.37 9.73
MFS® Total Return B 0.36 2.17 0.46 5.91 11.36 9.72
Highland Total Return R -0.17 2.17 0.04 3.50 9.39 8.20
Regal Total Return A Load Waived -1.14 2.16 -0.10 5.15 --- ---
Regal Total Return A -1.14 2.16 -0.10 5.15 --- ---
Poplar Forest Cornerstone A Load Waived -0.74 2.16 1.11 --- --- ---
Poplar Forest Cornerstone A -0.74 2.16 1.11 --- --- ---
MFS® Total Return C 0.36 2.16 0.46 5.90 11.36 9.72
American Funds Income Fund of Amer B -0.55 2.16 -0.35 4.41 11.98 11.33
American Funds American Balanced R4 -0.16 2.16 -0.03 7.39 13.76 12.71
Presidential® Managed Rsk Mod A -0.66 2.15 0.19 1.68 --- ---
American Funds Income Fund of Amer 529C -0.50 2.15 -0.36 4.30 11.84 11.22
MFS® Total Return 529C 0.36 2.14 0.45 5.84 11.29 9.65
Janus Balanced C -0.19 2.14 -0.03 5.95 11.52 9.89
Franklin Balanced R6 -0.64 2.13 -0.41 4.75 --- ---
QS Legg Mason Dynamic Multi-Strategy C -0.23 2.12 0.00 3.93 --- ---
American Funds Income Fund of Amer R1 -0.55 2.12 -0.38 4.32 11.89 11.27
American Funds Income Fund of Amer 529B -0.55 2.12 -0.38 4.27 11.84 11.21
VY Franklin Income I -0.77 2.10 -0.26 0.40 10.74 10.16
TETON Westwood Balanced AAA 0.24 2.10 0.70 6.95 11.65 9.72
Transamerica Multi-Mgd Balanced A LW 0.28 2.09 0.11 7.96 12.13 13.26
Transamerica Multi-Mgd Balanced A 0.28 2.09 0.11 7.96 12.13 13.26
State Farm Balanced -0.03 2.09 0.44 7.28 10.19 9.20
MFS® Total Return 529B 0.36 2.09 0.39 5.80 11.30 9.66
Invesco Equity and Income B 0.49 2.09 1.29 6.72 13.77 11.42
Transamerica Partners Balanced 0.25 2.08 0.10 7.86 12.36 11.53
Sentinel Balanced I 0.00 2.08 0.15 6.38 11.82 11.30
Invesco Moderate Allocation C -1.09 2.08 -0.01 1.44 8.04 8.06
Invesco Moderate Allocation B -1.09 2.08 -0.01 1.44 8.03 8.08
Presidential® Managed Rsk Mod C -0.67 2.05 0.19 1.44 --- ---
Franklin Balanced A Load Waived -0.67 2.05 -0.42 4.25 10.45 10.65
Franklin Balanced A -0.67 2.05 -0.42 4.25 10.45 10.65
American Funds American Balanced R3 -0.16 2.05 -0.10 7.10 13.43 12.38
MassMutual Premier Balanced R3 0.08 2.04 0.17 5.99 --- ---
American Funds American Balanced 529E -0.16 2.04 -0.10 7.08 13.43 12.37
TETON Westwood Balanced A Load Waived 0.16 2.03 0.63 6.64 11.38 9.44
TETON Westwood Balanced A 0.16 2.03 0.63 6.64 11.38 9.44
Highland Total Return C -0.18 2.01 -0.09 3.00 8.81 7.64
Bruce -0.72 1.98 -0.77 2.10 13.11 13.32
Touchstone Balanced Allocation Instl -0.85 1.96 -0.02 2.82 9.24 8.70
Sentinel Balanced A Load Waived -0.05 1.95 0.09 6.12 11.57 11.15
Sentinel Balanced A -0.05 1.95 0.09 6.12 11.57 11.15
VY Franklin Income S -0.86 1.94 -0.34 0.08 10.42 9.87
Touchstone Balanced Allocation Y -0.85 1.94 -0.03 2.89 9.26 8.68
WesMark Balanced 0.22 1.93 0.05 4.91 8.98 9.85
Huntington Balanced Allocation A LW -0.17 1.93 0.43 2.50 7.24 7.03
Huntington Balanced Allocation A -0.17 1.93 0.43 2.50 7.24 7.03
TOROSO Newfound Tactical Allc A -0.10 1.91 0.00 0.58 --- ---
BlackRock Balanced Capital Instl 0.37 1.91 0.29 8.67 13.74 11.39
American Funds American Balanced R2 -0.20 1.91 -0.16 6.67 12.98 11.92
TOROSO Newfound Tactical Allc Instl -0.10 1.90 -0.10 0.68 --- ---
Touchstone Balanced Allocation A LW -0.77 1.88 -0.01 2.63 8.97 8.42
Touchstone Balanced Allocation A -0.77 1.88 -0.01 2.63 8.97 8.42
American Funds American Balanced B -0.20 1.87 -0.19 6.67 12.95 11.91
American Funds American Balanced 529C -0.20 1.87 -0.20 6.57 12.83 11.79
VY Franklin Income S2 -0.86 1.86 -0.35 -0.13 10.26 9.70
VALIC Company I Dynamic Allocation -0.50 1.86 -0.50 4.04 --- ---
American Funds American Balanced R1 -0.20 1.86 -0.21 6.64 12.92 11.88
Nationwide Diverse Managers Instl Svc -1.27 1.85 -0.55 1.70 --- ---
American Funds American Balanced C -0.20 1.85 -0.22 6.62 12.91 11.85
American Funds American Balanced 529B -0.20 1.84 -0.22 6.52 12.82 11.77
Manning & Napier Pro-Blend Extnd Term I -1.19 1.83 -0.89 0.97 10.93 9.82
BlackRock Balanced Capital Inv A LW 0.37 1.83 0.21 8.37 13.40 11.05
BlackRock Balanced Capital Inv A 0.37 1.83 0.21 8.37 13.40 11.05
Transamerica Multi-Mgd Balanced C 0.20 1.81 -0.03 7.20 11.41 12.58
TETON Westwood Balanced C 0.16 1.79 0.50 6.12 10.82 8.91
Pax World Balanced Instl -0.08 1.79 0.29 6.49 11.33 10.49
Manning & Napier Strategic Inc Modrt I -0.27 1.79 -0.06 3.05 --- ---
American Funds College 2024 529F1 -0.50 1.78 0.08 3.47 --- ---
Franklin Balanced C -0.65 1.77 -0.59 3.55 9.69 9.87
Perkins Value Plus Income I -0.48 1.76 -0.03 5.61 11.16 ---
VY Franklin Income A -0.88 1.72 -0.44 -0.34 10.06 9.48
Issachar N -0.49 1.71 -1.72 2.07 --- ---
Transamerica Multi-Mgd Balanced B 0.20 1.70 -0.12 6.95 11.13 12.30
American Funds College 2024 529A LW -0.50 1.70 0.08 3.22 --- ---
American Funds College 2024 529A -0.50 1.70 0.08 3.22 --- ---
Perkins Value Plus Income T -0.42 1.69 0.02 5.47 10.98 ---
Perkins Value Plus Income A Load Waived -0.51 1.69 -0.07 5.44 10.87 ---
Perkins Value Plus Income A -0.51 1.69 -0.07 5.44 10.87 ---
Pax World Balanced Individual Inv -0.08 1.69 0.25 6.22 11.05 10.22
American Century Balanced Instl 0.22 1.69 0.38 6.99 11.91 11.45
Even Keel Multi-Asset Managed Risk I -0.49 1.68 0.25 2.11 --- ---
BlackRock Balanced Capital R 0.31 1.68 0.13 7.97 13.01 10.63
Manning & Napier Pro-Blend Extnd Term S -1.21 1.66 -0.98 0.66 10.65 9.53
Sentinel Balanced C -0.10 1.65 -0.11 5.34 10.70 10.26
Perkins Value Plus Income D -0.49 1.65 -0.04 5.61 11.01 ---
Manning & Napier Strategic Inc Modrt S -0.36 1.65 -0.10 2.81 --- ---
American Funds College 2024 529E -0.50 1.62 0.00 2.99 --- ---
Manning & Napier Pro-Blend Extnd Term R -1.22 1.61 -1.05 0.43 10.38 ---
Even Keel Multi-Asset Managed Risk A LW -0.49 1.60 0.25 --- --- ---
Even Keel Multi-Asset Managed Risk A -0.49 1.60 0.25 --- --- ---
American Century Balanced Inv 0.16 1.60 0.28 6.78 11.68 11.23
1919 Socially Responsive Balanced I -0.48 1.60 -0.72 6.80 11.35 10.19
Perkins Value Plus Income S -0.46 1.59 -0.04 5.27 10.74 ---
Pax World Balanced R -0.12 1.59 0.17 5.95 10.78 9.94
Touchstone Balanced Allocation C -0.92 1.58 -0.31 1.82 8.15 7.61
FPA Crescent -0.26 1.57 -0.09 4.54 12.46 11.08
Even Keel Multi-Asset Managed Risk F -0.50 1.52 0.17 --- --- ---
BlackRock Balanced Capital Inv C 0.27 1.52 0.05 7.52 12.51 10.18
1919 Socially Responsive Balanced A LW -0.53 1.52 -0.79 6.51 11.04 9.87
1919 Socially Responsive Balanced A -0.53 1.52 -0.79 6.51 11.04 9.87
TOROSO Newfound Tactical Allc C -0.20 1.51 -0.30 -0.26 --- ---
MainStay Balanced I 0.27 1.45 -0.07 6.98 13.80 11.77
American Funds College 2024 529B -0.58 1.45 -0.08 2.48 --- ---
MainStay Balanced R1 0.30 1.43 -0.07 6.88 13.69 11.67
Hennessy Equity and Income Institutional 0.38 1.39 -0.46 8.45 10.87 11.84
Perkins Value Plus Income C -0.47 1.37 -0.18 4.70 10.07 ---
BlackRock Balanced Capital Inv B 0.25 1.37 -0.04 7.24 12.26 9.94
American Funds College 2024 529C -0.59 1.37 -0.17 2.45 --- ---
MainStay Balanced A Load Waived 0.27 1.36 -0.13 6.70 13.51 11.50
MainStay Balanced A 0.27 1.36 -0.13 6.70 13.51 11.50
Ascendant Balanced I -0.07 1.36 0.78 1.53 9.83 ---
Even Keel Multi-Asset Managed Risk C -0.50 1.35 0.08 --- --- ---
MainStay Balanced R2 0.27 1.34 -0.13 6.58 13.40 11.39
Manning & Napier Pro-Blend Extnd Term C -1.30 1.33 -1.21 -0.19 9.78 8.72
MainStay Balanced Inv 0.27 1.33 -0.13 6.56 13.33 11.30
Hennessy Equity and Income Investor 0.36 1.24 -0.57 8.08 10.57 11.55
MainStay Balanced R3 0.24 1.23 -0.20 6.33 13.13 11.11
1919 Socially Responsive Balanced C -0.58 1.23 -0.99 5.77 10.27 9.12
Outfitter -0.72 1.22 -0.80 4.12 9.77 ---
Ascendant Balanced A Load Waived -0.14 1.22 0.71 1.27 9.54 ---
Ascendant Balanced A -0.14 1.22 0.71 1.27 9.54 ---
Advance Capital I Balanced Instl -0.47 1.16 -0.43 4.50 10.31 10.25
Victory Balanced I 0.26 1.15 -0.43 6.20 13.01 10.72
1919 Socially Responsive Balanced B -0.59 1.15 -1.02 5.48 9.84 8.72
AllianzGI Multi-Asset Real Return Inst -2.88 1.12 -2.16 -9.28 --- ---
Victory Balanced A Load Waived 0.24 1.06 -0.50 5.96 12.74 10.26
Victory Balanced A 0.24 1.06 -0.50 5.96 12.74 10.26
AllianzGI Multi-Asset Real Return P -2.95 1.05 -2.23 -9.41 --- ---
AllianzGI Multi-Asset Real Return D -2.95 1.05 -2.23 -9.53 --- ---
AllianzGI Multi-Asset Real Return A LW -2.96 1.05 -2.24 -9.53 --- ---
AllianzGI Multi-Asset Real Return A -2.96 1.05 -2.24 -9.53 --- ---
Mairs & Power Balanced Inv 0.10 1.04 -0.17 4.95 12.50 11.87
Advance Capital I Balanced Retail -0.49 1.01 -0.54 4.18 10.00 9.95
MainStay Balanced C 0.18 1.00 -0.34 5.75 12.48 10.47
MainStay Balanced B 0.21 1.00 -0.31 5.77 12.48 10.47
Timothy Plan Defensive Strategies I -1.57 0.98 -1.91 -2.64 --- ---
Timothy Plan Defensive Strategies A LW -1.48 0.98 -1.91 -2.79 0.71 4.27
Timothy Plan Defensive Strategies A -1.48 0.98 -1.91 -2.79 0.71 4.27
Sextant Core -1.20 0.98 -0.48 2.17 7.04 7.19
Westwood Income Opportunity Instl -0.34 0.97 -0.18 4.34 9.89 10.25
Ascendant Balanced C -0.14 0.95 0.58 0.58 8.70 ---
Victory Balanced R 0.22 0.94 -0.57 5.66 12.39 9.93
Prudential Real Assets Z -1.64 0.92 -0.77 -2.65 3.55 ---
Westwood Income Opportunity A LW -0.34 0.85 -0.24 4.09 9.62 9.98
Westwood Income Opportunity A -0.34 0.85 -0.24 4.09 9.62 9.98
Hennessy Balanced Investor -0.32 0.85 -0.51 2.20 5.67 7.16
Prudential Real Assets A Load Waived -1.74 0.82 -0.77 -2.90 3.27 ---
Prudential Real Assets A -1.74 0.82 -0.77 -2.90 3.27 ---
AllianzGI Multi-Asset Real Return C -2.99 0.78 -2.39 -10.16 --- ---
Victory Balanced C 0.19 0.73 -0.67 5.16 11.92 9.47
Timothy Plan Defensive Strategies C -1.61 0.64 -2.13 -3.55 -0.06 3.51
Prudential Real Assets B -1.74 0.62 -0.97 -3.66 2.51 ---
Natixis Diversified Income Y -0.81 0.57 -1.15 5.51 --- ---
Madison Diversified Income A LW -0.23 0.56 -0.36 3.67 9.17 9.58
Madison Diversified Income A -0.23 0.56 -0.36 3.67 9.17 9.58
Disciplined Growth Investors -0.83 0.56 -1.10 12.41 13.91 ---
Prudential Real Assets C -1.75 0.52 -0.97 -3.66 2.51 ---
Natixis Diversified Income A LW -0.83 0.46 -1.21 5.23 8.68 10.04
Natixis Diversified Income A -0.83 0.46 -1.21 5.23 8.68 10.04
Avondale Core Investment 0.30 0.30 0.50 --- --- ---
Madison Diversified Income C -0.28 0.27 -0.54 2.90 --- ---
CornerCap Balanced -0.20 0.27 -0.20 4.50 11.98 9.32
Natixis Diversified Income C -0.82 0.21 -1.39 4.43 7.88 9.22
Madison Diversified Income B -0.28 0.20 -0.54 2.83 8.34 8.76
Greenspring -1.43 0.04 -0.20 -2.50 7.46 6.29
Catalyst/SMH Total Return Income I -1.96 -0.33 -3.41 -12.72 --- ---
Catalyst/SMH Total Return Income A LW -1.78 -0.43 -3.28 -12.77 2.34 2.82
Catalyst/SMH Total Return Income A -1.78 -0.43 -3.28 -12.77 2.34 2.82
SMI Conservative Allocation -0.68 -0.58 -2.11 0.86 9.66 ---
Catalyst/SMH Total Return Income C -1.84 -0.73 -3.46 -13.42 1.62 2.06
Roumell Opportunistic Value Instl 0.24 -2.78 -3.79 -10.33 4.21 ---
Roumell Opportunistic Value A LW 0.24 -2.92 -3.82 -10.37 4.00 ---
Roumell Opportunistic Value A 0.24 -2.92 -3.82 -10.37 4.00 ---
Roumell Opportunistic Value C 0.14 -3.23 -4.01 -11.05 --- ---
Prudential Real Assets Q -1.64 --- -0.67 --- --- ---
PNC Balanced Allocation T -0.43 --- --- --- --- ---
JHancock Lifestyle Balanced I --- --- --- --- --- ---
Hartford Balanced I 0.23 --- --- --- --- ---
Great-West SecureFoundation® Bal Instl --- --- --- --- --- ---
Great-West Moderate Profile II Instl --- --- --- --- --- ---
American Century One Choice Mod R -0.13 --- --- --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2015 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow