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Data through 2/8/2010. 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 -5.22 -3.15 -0.08 22.49 -3.62 1.42
JHancock3 Leveraged Companies I -4.03 2.77 22.42 97.37 --- ---
JHancock3 Leveraged Companies C -4.14 2.66 22.09 95.24 --- ---
JHancock3 Leveraged Companies B -4.14 2.66 22.09 95.24 --- ---
JHancock3 Leveraged Companies A LW -4.04 2.66 22.19 96.76 --- ---
JHancock3 Leveraged Companies A -4.04 2.66 22.19 96.76 --- ---
Congressional Effect Fd 0.53 2.47 -0.42 -4.41 --- ---
Sierra Core Retirement R 0.09 1.35 3.33 32.37 --- ---
Sierra Core Retirement I 0.09 1.35 3.25 32.07 --- ---
Sierra Core Retirement A Load Waived 0.09 1.35 3.24 31.13 --- ---
Sierra Core Retirement A 0.09 1.35 3.24 31.13 --- ---
PIMCO All Asset D -0.69 0.79 1.85 26.66 3.69 4.39
PIMCO All Asset P -0.69 0.78 1.93 27.02 --- ---
PIMCO All Asset Admin -0.69 0.78 1.89 26.87 3.94 4.71
PIMCO All Asset R -0.69 0.70 1.70 26.00 3.28 ---
PIMCO All Asset Instl -0.69 0.70 1.95 27.13 4.17 4.95
PIMCO All Asset A Load Waived -0.69 0.70 1.80 26.33 3.58 4.33
PIMCO All Asset A -0.69 0.70 1.80 26.33 3.58 4.33
PIMCO All Asset C -0.78 0.62 1.59 25.47 2.80 3.55
PIMCO All Asset B -0.78 0.62 1.57 25.38 2.80 3.54
Oppenheimer Princ Prot Main St II A LW 0.11 0.33 -0.03 0.09 -2.11 1.17
Oppenheimer Princ Prot Main St II A 0.11 0.33 -0.03 0.09 -2.11 1.17
Oppenheimer Princ Prot Main St II C 0.07 0.25 -0.18 -0.66 -2.85 0.41
Oppenheimer Princ Prot Main St II B 0.04 0.22 -0.21 -0.76 -2.90 0.36
Bruce -1.65 0.03 2.54 36.18 -3.63 2.78
CMG Absolute Return Strategies C -1.34 -0.31 -0.10 --- --- ---
CMG Absolute Return Strategies A LW -1.24 -0.31 0.10 --- --- ---
CMG Absolute Return Strategies A -1.24 -0.31 0.10 --- --- ---
FPA Crescent -2.75 -0.40 1.82 25.74 2.40 6.08
Weitz Balanced -2.38 -0.61 2.25 26.53 -4.53 0.74
BlackRock Core Princ Prot I -1.17 -0.74 -0.59 -1.32 -12.50 -2.95
BlackRock Core Princ Prot A Load Waived -1.18 -0.74 -0.74 -1.47 -12.65 -3.14
BlackRock Core Princ Prot A -1.18 -0.74 -0.74 -1.47 -12.65 -3.14
Target Conservative Allocation Z -2.56 -0.76 0.88 20.07 0.35 3.01
Target Conservative Allocation A LW -2.57 -0.76 0.89 19.78 0.13 2.75
Target Conservative Allocation A -2.57 -0.76 0.89 19.78 0.13 2.75
Target Conservative Allocation R -2.57 -0.87 0.78 19.29 -0.16 2.48
Target Conservative Allocation C -2.59 -0.88 0.67 18.89 -0.64 1.97
Target Conservative Allocation B -2.59 -0.88 0.67 18.74 -0.64 1.97
BlackRock Core Princ Prot C -1.21 -0.91 -0.76 -2.25 -13.32 -3.87
BlackRock Core Princ Prot B -1.22 -0.92 -0.92 -2.26 -13.33 -3.88
Catalyst Total Return Income A LW -4.62 -0.93 5.65 46.68 --- ---
Catalyst Total Return Income A -4.62 -0.93 5.65 46.68 --- ---
Catalyst Total Return Income C -4.68 -0.99 5.44 45.61 --- ---
MEMBERS Diversified Income A LW -2.09 -1.06 0.96 13.63 -1.66 1.67
MEMBERS Diversified Income A -2.09 -1.06 0.96 13.63 -1.66 1.67
MEMBERS Diversified Income B -2.14 -1.11 0.77 12.71 -2.40 0.91
USAA First Start Growth -2.93 -1.17 2.36 40.37 -1.63 1.89
Intrepid Capital -2.23 -1.17 1.52 29.90 3.84 5.90
Manning & Napier Pro-Blend Mod Term S -2.73 -1.42 1.14 19.09 0.15 4.37
SmartGrowth Lipper OPT Moderate Index A -2.03 -1.44 0.37 2.46 --- ---
SmartGrowth Lipper OPT Moderate Ind A LW -2.03 -1.44 0.37 2.46 --- ---
Manning & Napier Pro-Blend Mod Term I -2.82 -1.53 1.07 19.27 --- ---
Changing Parameters -3.65 -1.55 -2.01 -0.16 0.79 ---
USAA Balanced Strategy -3.62 -1.56 1.69 38.49 -2.85 1.00
Mairs & Power Balanced Inv -4.09 -1.67 0.85 23.24 -1.01 2.73
Winans Long/Short -4.33 -1.68 2.51 -0.49 --- ---
Oppenheimer Balanced A Load Waived -3.65 -1.75 -0.53 19.82 -11.38 -4.24
Oppenheimer Balanced A -3.65 -1.75 -0.53 19.82 -11.38 -4.24
MTB Balanced Instl I -3.75 -1.76 1.44 22.88 -1.65 1.90
MTB Balanced A Load Waived -3.75 -1.76 1.47 22.58 -1.76 1.78
MTB Balanced A -3.75 -1.76 1.47 22.58 -1.76 1.78
Oppenheimer Balanced N -3.71 -1.78 -0.64 19.32 -11.76 -4.64
MTB Balanced B -3.79 -1.82 1.26 21.71 -2.55 0.98
Oppenheimer Princ Prot Main St C -2.69 -1.85 -1.00 1.92 -7.21 -0.88
Transamerica Partners Instl Balanced -4.01 -1.86 0.93 23.30 -4.04 0.99
MainStay Balanced R1 -4.30 -1.86 1.35 22.74 -3.60 1.18
MainStay Balanced I -4.29 -1.86 1.38 22.89 -3.49 1.29
MainStay Balanced A Load Waived -4.30 -1.86 1.32 22.58 -3.80 0.90
MainStay Balanced A -4.30 -1.86 1.32 22.58 -3.80 0.90
MainStay Balanced R3 -4.34 -1.90 1.23 22.17 -4.07 ---
MainStay Balanced R2 -4.34 -1.90 1.29 22.40 -3.84 0.93
MainStay Balanced Inv -4.34 -1.90 1.26 22.25 --- ---
Transamerica Partners Balanced -4.07 -1.92 0.78 22.93 -4.40 0.65
Oppenheimer Balanced C -3.77 -1.92 -0.79 18.71 -12.16 -5.08
Oppenheimer Balanced B -3.79 -1.93 -0.81 18.65 -12.20 -5.12
The Montecito -3.05 -1.94 1.99 26.33 -5.30 0.20
Oppenheimer Princ Prot Main St N -2.77 -1.94 -0.98 2.41 -6.71 -0.35
Oppenheimer Princ Prot Main St A LW -2.78 -1.95 -0.99 2.68 -6.51 -0.16
Oppenheimer Princ Prot Main St A -2.78 -1.95 -0.99 2.68 -6.51 -0.16
MainStay Balanced C -4.40 -1.95 1.08 21.36 -4.63 0.08
MainStay Balanced B -4.40 -1.95 1.07 21.35 -4.63 0.09
Oppenheimer Princ Prot Main St B -2.82 -1.98 -1.12 1.93 -7.22 -0.89
Oakmark Equity & Income I -3.40 -2.00 1.20 17.77 2.52 5.96
T. Rowe Price Capital Appreciation -3.79 -2.04 1.58 29.04 -0.95 3.99
Oakmark Equity & Income II -3.45 -2.04 1.11 17.35 2.18 5.63
T. Rowe Price Capital Appreciation Adv -3.80 -2.05 1.54 28.67 -1.20 3.70
American Beacon Balanced Inv -4.14 -2.07 0.15 23.20 -4.05 1.48
BlackRock Balanced Capital I -4.32 -2.08 1.12 17.96 -4.64 1.10
American Beacon Balanced Instl -4.16 -2.08 0.19 23.55 -3.79 1.76
Managers AMG Chicago Eq Part Bal Inst -3.79 -2.09 0.07 18.71 -0.38 3.55
ING Balanced I -4.00 -2.09 0.61 19.12 -5.91 -0.86
ING Balanced A Load Waived -3.99 -2.09 0.59 18.91 -6.13 -1.10
ING Balanced A -3.99 -2.09 0.59 18.91 -6.13 -1.10
BlackRock Balanced Capital A LW -4.33 -2.09 1.02 17.53 -4.93 0.81
BlackRock Balanced Capital A -4.33 -2.09 1.02 17.53 -4.93 0.81
ING Balanced O -4.02 -2.10 0.59 18.76 -6.15 -1.12
American Funds American Balanced R6 -4.11 -2.10 0.98 --- --- ---
American Beacon Balanced AMR -4.20 -2.10 0.18 23.90 -3.57 2.01
MFS Total Return R4 -3.73 -2.12 0.34 19.22 -2.51 ---
MFS Total Return I -3.74 -2.12 0.34 19.24 -2.50 1.98
BlackRock Balanced Capital R -4.36 -2.13 0.94 17.03 -5.33 0.46
Virtus Tactical Allocation A LW -4.65 -2.14 0.76 19.93 -1.66 1.68
Virtus Tactical Allocation A -4.65 -2.14 0.76 19.93 -1.66 1.68
MFS Total Return R3 -3.75 -2.14 0.28 18.95 -2.78 ---
MFS Total Return A Load Waived -3.76 -2.15 0.25 18.82 -2.84 1.63
MFS Total Return A -3.76 -2.15 0.25 18.82 -2.84 1.63
SmartGrowth Lipper OPT Growth Index A LW -3.71 -2.16 0.41 7.92 --- ---
SmartGrowth Lipper OPT Growth Index A -3.71 -2.16 0.41 7.92 --- ---
MFS Total Return R2 -3.77 -2.16 0.22 18.60 -3.03 1.36
MFS Total Return 529A Load Waived -3.78 -2.16 0.23 18.74 -2.98 1.43
MFS Total Return 529A -3.78 -2.16 0.23 18.74 -2.98 1.43
American Funds American Balanced R5 -4.11 -2.16 0.91 21.73 -2.30 1.87
American Funds American Balanced R4 -4.17 -2.16 0.82 21.39 -2.59 1.57
American Funds American Balanced F-2 -4.11 -2.16 0.91 21.70 --- ---
American Funds American Balanced A LW -4.11 -2.16 0.84 21.38 -2.56 1.61
American Funds American Balanced A -4.11 -2.16 0.84 21.38 -2.56 1.61
American Funds American Balanced 529F -4.12 -2.16 0.88 21.60 -2.41 1.74
American Funds American Balanced 529A LW -4.17 -2.16 0.82 21.26 -2.64 1.54
American Funds American Balanced 529A -4.17 -2.16 0.82 21.26 -2.64 1.54
American Beacon Balanced Adv -4.24 -2.17 0.05 23.01 -4.28 ---
JHT Capital Appreciation Val Tr NAV -3.86 -2.18 1.35 26.72 --- ---
JHT Capital Appreciation Val Tr II -3.86 -2.18 1.31 26.44 --- ---
JHT Capital Appreciation Val Tr I -3.86 -2.18 1.31 26.66 --- ---
ING T. Rowe Price Cap Apprec S -3.94 -2.18 1.50 29.08 -1.16 4.05
ING T. Rowe Price Cap Apprec I -3.94 -2.18 1.56 29.39 -0.92 4.31
MFS Total Return C -3.80 -2.19 0.09 18.06 -3.47 0.96
Managers AMG Chicago Eq Part Bal A LW -3.90 -2.19 -0.03 18.22 -0.64 3.28
Managers AMG Chicago Eq Part Bal A -3.90 -2.19 -0.03 18.22 -0.64 3.28
ING T. Rowe Price Cap Apprec S2 -3.91 -2.19 1.46 28.88 -1.30 3.90
George Putnam of Boston Y -3.94 -2.19 0.24 23.25 -9.83 -2.72
BlackRock Balanced Capital C -4.38 -2.19 0.83 16.64 -5.69 0.02
MFS Total Return R1 -3.82 -2.20 0.09 18.08 -3.49 ---
MFS Total Return B -3.81 -2.20 0.09 18.04 -3.47 0.96
Managers AMG Chicago Eq Part Bal C -3.93 -2.20 -0.11 17.50 -1.35 2.52
ING MFS Total Return I -3.82 -2.20 0.18 18.74 -2.91 1.63
George Putnam of Boston R -3.96 -2.20 0.12 22.69 -10.24 -3.19
George Putnam of Boston A Load Waived -3.95 -2.20 0.18 22.90 -10.06 -2.97
George Putnam of Boston A -3.95 -2.20 0.18 22.90 -10.06 -2.97
BlackRock Balanced Capital B -4.40 -2.20 0.79 16.44 -5.79 -0.05
MFS Total Return 529B -3.82 -2.21 0.07 17.94 -3.60 0.78
ING T. Rowe Price Cap Apprec Adv -3.95 -2.21 1.36 28.61 -1.51 3.68
ING Balanced B -4.12 -2.21 0.27 17.95 -6.87 -1.87
Virtus Tactical Allocation C -4.69 -2.22 0.44 19.03 -2.40 0.92
Managers AMG Chicago Eq Part Bal B -3.88 -2.22 -0.16 17.57 -1.34 2.55
Columbia Asset Allocation II Z -3.97 -2.22 0.44 22.27 -4.16 0.96
Boston Trust Balanced -4.00 -2.22 -0.11 12.31 0.07 2.54
American Funds American Balanced F-1 -4.17 -2.22 0.84 21.34 -2.56 1.61
American Funds American Balanced 529E -4.18 -2.22 0.75 20.92 -2.90 1.24
AllianceBern Balanced Shares Adv -4.21 -2.22 0.27 17.08 -5.46 0.13
Manning & Napier Pro-Blend Extnd Term I -3.86 -2.23 1.36 24.41 --- ---
American Funds American Balanced R3 -4.19 -2.23 0.76 20.95 -2.86 1.29
American Funds American Balanced C -4.19 -2.23 0.64 20.47 -3.34 0.80
Virtus Tactical Allocation B -4.73 -2.24 0.44 19.23 -2.38 0.93
FBP Balanced -4.18 -2.24 0.20 28.59 -5.50 0.32
Buffalo Balanced -3.74 -2.24 0.03 25.82 -0.59 3.84
Oppenheimer Quest Opportunity Value Y -3.90 -2.26 -1.48 10.06 0.16 3.00
ING MFS Total Return S -3.81 -2.26 0.10 18.42 -3.16 1.38
ING MFS Total Return Adv -3.88 -2.26 0.03 18.00 -3.49 1.02
Columbia Asset Allocation II A LW -3.96 -2.26 0.37 21.92 -4.39 0.73
Columbia Asset Allocation II A -3.96 -2.26 0.37 21.92 -4.39 0.73
Walden Social Balanced -3.91 -2.27 -0.09 13.12 -1.92 0.98
MFS Total Return 529C -3.80 -2.27 0.07 17.95 -3.61 0.76
America First Quantitative Strategies C -4.12 -2.27 3.74 46.00 --- ---
America First Quantitative Strategies A -4.11 -2.27 3.80 46.99 --- ---
America First Quantitative Strategi A LW -4.11 -2.27 3.80 46.99 --- ---
ING MFS Total Return S2 -3.84 -2.28 0.03 18.21 -3.31 1.22
Oppenheimer Quest Opportunity Value A LW -3.90 -2.29 -1.54 9.73 -0.07 2.78
Oppenheimer Quest Opportunity Value A -3.90 -2.29 -1.54 9.73 -0.07 2.78
American Funds American Balanced R2 -4.25 -2.29 0.65 20.37 -3.35 0.78
American Funds American Balanced R1 -4.25 -2.29 0.65 20.45 -3.33 0.79
American Funds American Balanced B -4.25 -2.29 0.65 20.48 -3.30 0.84
American Funds American Balanced 529C -4.24 -2.29 0.62 20.33 -3.41 0.73
American Funds American Balanced 529B -4.24 -2.29 0.62 20.32 -3.40 0.72
Manning & Napier Pro-Blend Extnd Term S -3.96 -2.30 1.24 24.00 -1.50 4.24
George Putnam of Boston C -4.07 -2.30 -0.01 22.01 -10.74 -3.69
AllianceBern Balanced Shares K -4.30 -2.30 0.17 16.75 -5.74 ---
AllianceBern Balanced Shares I -4.22 -2.30 0.28 17.26 -5.37 ---
AllianceBern Balanced Shares A LW -4.22 -2.30 0.18 16.79 -5.74 -0.17
AllianceBern Balanced Shares A -4.22 -2.30 0.18 16.79 -5.74 -0.17
ING Balanced C -4.13 -2.31 0.32 17.79 -6.88 -1.86
George Putnam of Boston M -4.00 -2.31 0.06 22.25 -10.52 -3.45
George Putnam of Boston B -4.09 -2.31 -0.02 21.85 -10.78 -3.72
Vanguard Balanced Index Instl -4.21 -2.33 0.60 20.06 -1.57 2.52
Vanguard Balanced Index Adm -4.21 -2.33 0.59 19.99 -1.61 2.48
Columbia Asset Allocation II C -4.05 -2.33 0.14 21.06 -5.12 -0.03
Columbia Asset Allocation II B -4.04 -2.33 0.19 20.98 -5.13 -0.04
Oppenheimer Quest Opportunity Value N -3.96 -2.34 -1.65 9.33 -0.41 2.43
MEMBERS Moderate Allocation A LW -4.36 -2.34 0.22 19.73 -5.71 ---
MEMBERS Moderate Allocation A -4.36 -2.34 0.22 19.73 -5.71 ---
Vanguard Balanced Index Signal -4.20 -2.35 0.63 19.98 -1.61 ---
Alger Balanced A Load Waived -4.46 -2.35 0.18 25.43 -2.13 2.00
Alger Balanced A -4.46 -2.35 0.18 25.43 -2.13 2.00
AllianceBern Balanced Shares C -4.24 -2.36 0.05 15.86 -6.42 -0.89
AllianceBern Balanced Shares B -4.26 -2.37 0.05 15.86 -6.45 -0.91
AdvisorOne Clermont N -4.32 -2.37 0.04 22.48 -4.22 0.37
Vanguard Balanced Index -4.26 -2.38 0.56 19.80 -1.71 2.37
Madison Mosaic Balanced -4.19 -2.38 -0.08 24.85 -0.29 1.95
JPMorgan Investor Balanced Select -4.16 -2.38 0.37 21.06 0.41 3.60
JPMorgan Investor Balanced A LW -4.16 -2.38 0.31 20.79 0.17 3.35
JPMorgan Investor Balanced A -4.16 -2.38 0.31 20.79 0.17 3.35
AllianceBern Balanced Shares R -4.30 -2.38 0.09 16.47 -6.00 -0.45
Oppenheimer Quest Opportunity Value C -3.99 -2.39 -1.76 8.86 -0.84 2.00
JPMorgan Investor Balanced B -4.17 -2.39 0.17 20.24 -0.41 2.76
ING Balanced Port I -4.33 -2.40 1.09 19.90 -4.63 0.16
Advance Capital I Balanced Instl -4.58 -2.40 0.59 20.50 --- ---
RidgeWorth Moderate Allocation Strat I -4.32 -2.41 0.18 18.51 0.39 3.30
JPMorgan Investor Balanced C -4.12 -2.41 0.19 20.16 -0.40 2.77
First Investors Total Return A LW -4.09 -2.41 0.41 19.15 -1.84 2.19
First Investors Total Return A -4.09 -2.41 0.41 19.15 -1.84 2.19
Alger Balanced Portfolio I-2 -4.53 -2.41 0.29 26.28 -2.13 3.27
Legg Mason Permal Tactical Allocation IS -4.59 -2.42 -0.77 --- --- ---
Legg Mason Permal Tactical Allocation I -4.59 -2.42 -0.77 --- --- ---
Legg Mason Permal Tactical Allocation FI -4.58 -2.42 -0.80 --- --- ---
Oppenheimer Quest Opportunity Value B -4.02 -2.43 -1.80 8.68 -0.90 1.96
MassMutual Premier Balanced Y -4.34 -2.43 0.39 20.62 -2.34 1.93
American Century VP Balanced I -4.10 -2.43 -0.03 14.85 -2.62 1.14
MEMBERS Moderate Allocation C -4.36 -2.45 0.03 18.82 --- ---
MEMBERS Moderate Allocation B -4.36 -2.45 0.03 18.98 -6.42 ---
First Investors Total Return B -4.16 -2.45 0.25 18.27 -2.52 1.48
Victory Balanced A Load Waived -4.78 -2.46 1.30 20.25 -2.36 2.12
Victory Balanced A -4.78 -2.46 1.30 20.25 -2.36 2.12
Greenspring -2.90 -2.47 0.89 12.80 1.39 4.71
Alger Balanced B -4.54 -2.47 -0.09 24.19 -2.92 1.18
American Century Balanced Inv -4.18 -2.48 -0.06 15.62 -2.32 1.63
American Century Balanced Instl -4.18 -2.48 -0.07 15.85 -2.13 1.83
Alger Balanced C -4.51 -2.48 -0.05 24.38 -2.88 1.22
AFBA 5Star Balanced Adv -3.59 -2.48 1.01 18.92 -0.40 3.79
State Farm Equity & Bond Instl -4.21 -2.49 0.58 14.73 -6.07 -0.51
Legg Mason Permal Tactical Allocation C -4.65 -2.49 -0.96 --- --- ---
Legg Mason Permal Tactical Allocation A -4.65 -2.49 -0.80 --- --- ---
Legg Mason Permal Tactical Allocati A LW -4.65 -2.49 -0.80 --- --- ---
Advance Capital I Balanced -4.66 -2.49 0.53 20.17 -5.20 0.06
Thrivent Balanced A Load Waived -5.23 -2.50 1.00 27.22 -2.45 1.64
Thrivent Balanced A -5.23 -2.50 1.00 27.22 -2.45 1.64
AFBA 5Star Balanced I -3.57 -2.50 1.06 19.12 -0.17 4.03
Thrivent Balanced I -5.32 -2.51 1.12 27.85 -1.97 2.13
State Farm Equity & Bond R3 -4.25 -2.51 0.42 14.63 -6.12 -0.61
Morgan Stanley Balanced C -4.75 -2.51 -0.81 20.98 -4.48 0.81
MassMutual Premier Balanced S -4.39 -2.51 0.44 20.84 -2.18 2.07
MassMutual Premier Balanced L -4.39 -2.51 0.39 20.54 -2.49 1.77
Fifth Third LifeModel Moderate Instl -4.41 -2.51 -0.51 17.92 -3.64 1.19
Dryden Asset Allocation Z -4.37 -2.51 0.40 19.39 -4.42 0.84
Dryden Asset Allocation R -4.38 -2.51 0.34 18.51 -4.94 0.31
Dodge & Cox Balanced -5.09 -2.51 0.84 29.99 -6.10 0.61
State Farm Equity & Bond R1 -4.26 -2.52 0.46 14.14 -6.57 -1.09
RidgeWorth Moderate Allocation Strat A -4.42 -2.52 0.12 18.09 0.08 2.97
RidgeWorth Moderate Allocation Stra A LW -4.42 -2.52 0.12 18.09 0.08 2.97
Morgan Stanley Balanced I -4.76 -2.52 -0.64 22.17 -3.57 1.78
Morgan Stanley Balanced A Load Waived -4.75 -2.52 -0.71 21.82 -3.78 1.56
Morgan Stanley Balanced A -4.75 -2.52 -0.71 21.82 -3.78 1.56
LKCM Balanced -4.20 -2.52 0.39 18.60 0.47 4.13
Dryden Asset Allocation A Load Waived -4.39 -2.52 0.42 19.03 -4.68 0.58
Dryden Asset Allocation A -4.39 -2.52 0.42 19.03 -4.68 0.58
Victory Balanced I -4.77 -2.53 1.37 20.55 --- ---
RidgeWorth Moderate Allocation Strat C -4.45 -2.53 -0.04 17.29 -0.60 ---
RidgeWorth Moderate Allocation Strat B -4.45 -2.53 0.01 17.54 -0.41 2.49
AFBA 5Star Balanced C -3.58 -2.53 0.84 17.99 -1.16 3.01
Pioneer Classic Balanced Y -4.53 -2.54 0.88 26.21 -0.98 3.26
Pioneer Classic Balanced A Load Waived -4.53 -2.54 0.77 25.75 -1.32 2.94
Pioneer Classic Balanced A -4.53 -2.54 0.77 25.75 -1.32 2.94
Virtus Balanced Allocation I -4.07 -2.56 0.30 16.25 -3.49 1.43
Pioneer Classic Balanced B -4.56 -2.56 0.67 24.64 -2.20 2.04
Neuberger Berman AMT Balanced I -4.26 -2.56 1.15 17.48 -7.10 0.37
JHancock Balanced R5 -4.59 -2.56 -0.43 20.32 --- ---
JHancock Balanced R4 -4.59 -2.56 -0.50 20.05 --- ---
JHancock Balanced I -4.60 -2.56 -0.38 20.46 3.45 8.13
Flex-funds Defensive Balanced -4.68 -2.56 0.01 13.44 -4.63 ---
Dreyfus Moderate Allocation -4.41 -2.56 -0.23 --- --- ---
Van Kampen Equity and Income I -4.89 -2.57 -0.18 25.50 -2.41 2.80
Van Kampen Equity and Income A LW -4.89 -2.57 -0.24 25.19 -2.65 2.55
Van Kampen Equity and Income A -4.89 -2.57 -0.24 25.19 -2.65 2.55
Sentinel Balanced A Load Waived -4.38 -2.58 0.06 18.97 -1.54 2.55
Sentinel Balanced A -4.38 -2.58 0.06 18.97 -1.54 2.55
Franklin Balanced A Load Waived -4.60 -2.58 1.71 34.02 -2.69 ---
Franklin Balanced A -4.60 -2.58 1.71 34.02 -2.69 ---
USAA Cornerstone Strategy -5.01 -2.59 0.41 36.40 -3.70 1.97
Morgan Stanley Balanced B -4.82 -2.59 -0.82 20.94 -4.50 0.80
Van Kampen Equity and Income C -4.96 -2.60 -0.43 24.32 -3.37 1.80
State Farm Equity & Bond B Legacy -4.30 -2.60 0.39 14.06 -6.66 -1.17
State Farm Equity & Bond A Legacy LW -4.31 -2.60 0.46 14.34 -6.29 -0.79
State Farm Equity & Bond A Legacy -4.31 -2.60 0.46 14.34 -6.29 -0.79
Sentinel Balanced I -4.46 -2.60 0.03 18.49 --- ---
Oppenheimer Quest Balanced Y -5.74 -2.60 1.43 29.87 -5.38 -0.04
Oppenheimer Quest Balanced A LW -5.80 -2.60 1.38 29.15 -5.73 -0.39
Oppenheimer Quest Balanced A -5.80 -2.60 1.38 29.15 -5.73 -0.39
JHT Lifestyle Balanced Ser I -4.71 -2.60 0.43 28.25 -3.03 2.49
Fidelity Income Replacement 2026 -4.56 -2.60 0.15 22.97 --- ---
Fidelity Advisor Income Repl 2026 I -4.56 -2.60 0.15 22.97 --- ---
Fidelity Advisor Asset Manager 50% I -4.74 -2.60 0.26 27.00 -1.36 ---
Dryden Asset Allocation M -4.45 -2.60 0.18 18.19 --- ---
Dryden Asset Allocation C -4.45 -2.60 0.18 18.19 -5.38 -0.16
Dryden Asset Allocation B -4.45 -2.60 0.18 18.19 -5.38 -0.16
CornerCap Balanced -4.61 -2.60 0.15 25.01 -2.11 2.03
AARP Moderate -4.32 -2.60 -0.18 19.32 -0.23 ---
Victory Balanced C -4.85 -2.61 1.04 19.06 -3.25 1.21
Fidelity Advisor Asset Manager 50% T -4.75 -2.61 0.19 26.38 -1.89 ---
Van Kampen Equity and Income B -4.98 -2.62 -0.38 24.99 -2.82 2.14
State Farm Equity & Bond B -4.34 -2.62 0.30 13.81 -6.85 ---
State Farm Equity & Bond A Load Waived -4.34 -2.62 0.33 14.32 -6.31 ---
State Farm Equity & Bond A -4.34 -2.62 0.33 14.32 -6.31 ---
Fifth Third LifeModel Moderate A LW -4.42 -2.62 -0.58 17.52 -3.90 0.91
Fifth Third LifeModel Moderate A -4.42 -2.62 -0.58 17.52 -3.90 0.91
JHancock Balanced R3 -4.66 -2.63 -0.57 19.61 --- ---
JHancock Balanced R1 -4.66 -2.63 -0.60 19.48 --- ---
JHancock Balanced A Load Waived -4.67 -2.63 -0.49 19.97 3.01 7.65
JHancock Balanced A -4.67 -2.63 -0.49 19.97 3.01 7.65
Fifth Third LifeModel Moderate B -4.44 -2.63 -0.77 16.72 -4.60 0.18
Fidelity Advisor Income Repl 2026 A LW -4.60 -2.63 0.09 22.65 --- ---
Fidelity Advisor Income Repl 2026 A -4.60 -2.63 0.09 22.65 --- ---
Columbia Asset Allocation Z -4.77 -2.63 -0.15 22.12 -2.66 2.14
Sentinel Balanced C -4.49 -2.64 -0.16 17.87 -2.48 1.56
JHancock Balanced C -4.67 -2.64 -0.66 19.07 2.30 6.91
ING Van Kampen Equity & Inc I -4.94 -2.64 -0.30 24.78 -2.20 2.90
Columbia Asset Allocation T -4.78 -2.64 -0.22 21.29 -3.08 1.75
Columbia Asset Allocation A Load Waived -4.71 -2.64 -0.21 21.58 -2.99 1.83
Columbia Asset Allocation A -4.71 -2.64 -0.21 21.58 -2.99 1.83
Virtus Balanced Allocation A LW -4.08 -2.65 0.24 15.92 -3.74 1.17
Virtus Balanced Allocation A -4.08 -2.65 0.24 15.92 -3.74 1.17
State Farm Equity & Bond R2 -4.38 -2.65 0.41 14.34 -6.41 -0.90
MassMutual Premier Balanced A LW -4.44 -2.65 0.23 20.17 -2.73 1.50
MassMutual Premier Balanced A -4.44 -2.65 0.23 20.17 -2.73 1.50
Jamestown Balanced -4.45 -2.65 -0.79 10.11 -2.50 1.38
Fidelity Advisor Income Repl 2026 T -4.62 -2.65 0.04 22.36 --- ---
Victory Balanced R -4.89 -2.66 1.12 19.56 -2.86 1.63
Oppenheimer Quest Balanced C -5.80 -2.66 1.15 28.23 -6.42 -1.11
ING Van Kampen Equity & Inc S -4.97 -2.66 -0.37 24.46 -2.44 2.64
Franklin Balanced C -4.69 -2.66 1.53 33.02 -3.36 ---
Pioneer Classic Balanced C -4.65 -2.67 0.56 24.56 -2.19 ---
MFS Moderate Allocation A Load Waived -4.59 -2.67 0.40 25.29 -1.09 2.84
MFS Moderate Allocation A -4.59 -2.67 0.40 25.29 -1.09 2.84
Fidelity Asset Manager 50% -4.73 -2.67 0.24 26.98 -1.40 2.17
Van Kampen Equity and Income R -4.87 -2.68 -0.30 24.76 -2.89 2.28
MFS Moderate Allocation R4 -4.59 -2.68 0.46 25.50 -0.81 ---
ING Van Kampen Equity & Inc S2 -4.97 -2.68 -0.40 --- --- ---
Fidelity Advisor Asset Manager 50% A LW -4.75 -2.68 0.19 26.60 -1.67 ---
Fidelity Advisor Asset Manager 50% A -4.75 -2.68 0.19 26.60 -1.67 ---
Cavanal Hill Balanced Inv -5.14 -2.68 0.62 21.91 -3.07 1.95
Cavanal Hill Balanced I -5.13 -2.68 0.68 22.17 -2.84 ---
Accessor Balanced Allocation Instl -4.45 -2.68 -0.60 20.31 -3.00 1.68
MFS Moderate Allocation R3 -4.61 -2.69 0.42 25.23 -1.07 ---
Fidelity Advisor Asset Manager 50% C -4.83 -2.69 0.06 25.64 -2.43 ---
Putnam Asset Allocation: Balanced Y -4.98 -2.70 0.71 32.00 -4.09 1.63
Columbia Liberty Z -4.90 -2.70 -0.30 20.42 -2.73 2.06
Sit Balanced -4.40 -2.71 1.02 19.68 -1.75 2.43
Sentinel Balanced D -4.50 -2.71 -0.27 17.32 -2.47 1.86
Oppenheimer Quest Balanced N -5.82 -2.71 1.27 28.82 -5.99 -0.67
JHancock Balanced B -4.68 -2.71 -0.73 19.09 2.27 6.89
ING Van Kampen Equity & Inc Adv -5.00 -2.71 -0.43 24.12 -2.69 2.38
Fidelity Advisor Income Repl 2026 C -4.67 -2.71 -0.10 21.73 --- ---
Calvert Social Investment Balanced I -4.16 -2.71 0.04 19.45 -4.06 0.66
Accessor Balanced Allocation A LW -4.48 -2.71 -0.69 19.92 -3.34 1.33
Accessor Balanced Allocation A -4.48 -2.71 -0.69 19.92 -3.34 1.33
Putnam Asset Allocation: Balanced R -5.01 -2.72 0.60 31.30 -4.57 1.09
Ivy Balanced I -5.12 -2.72 -0.66 13.67 --- ---
Columbia Asset Allocation C -4.79 -2.72 -0.40 20.50 -3.75 1.04
Columbia Asset Allocation B -4.79 -2.72 -0.32 20.50 -3.75 1.04
Accessor Balanced Allocation Inv -4.49 -2.72 -0.65 19.73 -3.48 1.19
WHG Balanced Instl -4.54 -2.73 -0.32 11.25 -2.35 ---
Virtus Balanced Allocation C -4.16 -2.73 0.06 15.10 -4.44 ---
Vanguard Asset Allocation Adm -4.57 -2.73 -0.16 19.52 -8.63 -0.94
Thrivent Moderate Allocation I -5.04 -2.73 0.69 25.44 -2.42 ---
MFS Moderate Allocation I -4.62 -2.73 0.37 25.54 -0.77 3.18
First Focus Balanced Instl -5.00 -2.73 1.28 23.81 -0.71 2.44
Fifth Third LifeModel Moderate C -4.54 -2.73 -0.77 16.59 -4.63 0.17
Vanguard Asset Allocation -4.56 -2.74 -0.17 19.37 -8.73 -1.04
Oppenheimer Quest Balanced B -5.87 -2.74 1.08 28.09 -6.48 -1.18
HSBC Investor Wld Sel Mod Strategy A LW -5.17 -2.74 0.09 23.85 -2.69 2.91
HSBC Investor Wld Sel Mod Strategy A -5.17 -2.74 0.09 23.85 -2.69 2.91
Fidelity Income Replacement 2028 -4.77 -2.74 0.08 23.39 --- ---
Fidelity Advisor Income Repl 2028 I -4.77 -2.74 0.08 23.39 --- ---
Putnam Asset Allocation: Balanced C -5.07 -2.75 0.47 30.67 -5.02 0.62
Fidelity Advisor Income Repl 2028 A LW -4.78 -2.75 0.02 23.09 --- ---
Fidelity Advisor Income Repl 2028 A -4.78 -2.75 0.02 23.09 --- ---
Fidelity Advisor Asset Manager 50% B -4.82 -2.75 -0.03 25.58 -2.47 ---
Aston Balanced N -4.07 -2.75 0.18 20.17 -1.46 0.92
Sentinel Balanced B -4.53 -2.76 -0.29 17.54 -2.56 1.56
Accessor Balanced Allocation C -4.53 -2.76 -0.84 19.10 -3.97 0.67
MFS Moderate Allocation 529A LW -4.68 -2.77 0.33 25.07 -1.27 2.62
MFS Moderate Allocation 529A -4.68 -2.77 0.33 25.07 -1.27 2.62
Legg Mason Inv Counsel Social Aware I -4.90 -2.77 0.84 21.01 --- ---
Legg Mason Inv Counsel Social Aware A LW -4.90 -2.77 0.79 20.46 -2.17 0.78
Legg Mason Inv Counsel Social Aware A -4.90 -2.77 0.79 20.46 -2.17 0.78
Columbia Liberty A Load Waived -5.01 -2.77 -0.52 20.00 -3.02 1.80
Columbia Liberty A -5.01 -2.77 -0.52 20.00 -3.02 1.80
Alpine Dynamic Balance -5.50 -2.77 1.20 18.08 -9.36 -2.64
MFS Moderate Allocation C -4.64 -2.78 0.21 24.33 -1.78 2.15
MFS Moderate Allocation B -4.62 -2.78 0.23 24.28 -1.75 2.16
Ivy Balanced Y -5.19 -2.78 -0.74 13.31 0.03 3.41
Ivy Balanced A Load Waived -5.19 -2.78 -0.78 13.17 -0.08 3.28
Ivy Balanced A -5.19 -2.78 -0.78 13.17 -0.08 3.28
Calvert Social Investment Balanced A LW -4.17 -2.78 -0.10 18.80 -4.55 0.16
Calvert Social Investment Balanced A -4.17 -2.78 -0.10 18.80 -4.55 0.16
Fidelity Advisor Income Repl 2028 T -4.82 -2.79 -0.04 22.78 --- ---
Putnam Asset Allocation: Balanced A LW -5.08 -2.80 0.65 31.58 -4.32 1.37
Putnam Asset Allocation: Balanced A -5.08 -2.80 0.65 31.58 -4.32 1.37
MFS Moderate Allocation R2 -4.66 -2.80 0.29 24.91 -1.34 2.56
MFS Moderate Allocation 529B -4.74 -2.80 0.12 24.11 -1.93 1.95
Fidelity Puritan K -5.28 -2.80 0.63 24.76 --- ---
Fidelity Puritan -5.28 -2.80 0.59 24.57 -3.12 2.15
Transamerica Asset Allc Moderate I -4.77 -2.81 --- --- --- ---
RiverSource Port Builder Moderate A LW -4.88 -2.81 -0.02 23.57 -1.20 2.90
RiverSource Port Builder Moderate A -4.88 -2.81 -0.02 23.57 -1.20 2.90
Putnam Asset Allocation: Balanced M -5.09 -2.81 0.43 30.86 -4.80 0.86
Putnam Asset Allocation: Balanced B -5.10 -2.81 0.45 30.61 -5.00 0.65
GAMCO Westwood Balanced A Load Waived -4.63 -2.81 -0.47 10.70 -2.54 2.67
GAMCO Westwood Balanced A -4.63 -2.81 -0.47 10.70 -2.54 2.67
Old Mutual Asset Allocation Balanced Z -4.74 -2.82 -0.10 23.38 -1.64 ---
GAMCO Westwood Balanced I -4.65 -2.82 -0.35 11.31 --- ---
GAMCO Westwood Balanced AAA -4.65 -2.82 -0.52 10.90 -2.31 2.91
WesMark Balanced -4.97 -2.83 0.62 17.25 -0.46 2.58
Vanguard LifeStrategy Moderate Growth -4.71 -2.83 -0.22 20.53 -3.29 2.04
Old Mutual Asset Allocation Balanced I -4.76 -2.83 -0.10 23.31 -1.71 3.13
Calvert Social Investment Balanced C -4.24 -2.83 -0.33 17.71 -5.41 -0.77
Thrivent Moderate Allocation A LW -5.05 -2.84 0.61 25.11 -2.73 ---
Thrivent Moderate Allocation A -5.05 -2.84 0.61 25.11 -2.73 ---
MFS Moderate Allocation R1 -4.72 -2.84 0.12 24.21 -1.82 ---
HSBC Investor Wld Sel Mod Strategy B -5.26 -2.84 -0.17 22.88 -3.44 2.13
Fidelity Advisor Income Repl 2028 C -4.85 -2.84 -0.18 22.16 --- ---
Aston/Montag & Caldwell Balanced N -4.04 -2.86 -0.08 17.01 2.33 3.43
Aston/Montag & Caldwell Balanced I -4.06 -2.86 -0.13 17.13 2.50 3.64
Virtus Balanced A Load Waived -5.73 -2.87 0.53 21.27 -2.52 1.52
Virtus Balanced A -5.73 -2.87 0.53 21.27 -2.52 1.52
SEI Asset Allc Diversified Glbl Mod Gr A -4.86 -2.87 0.00 23.56 -5.86 0.50
MassMutual Select Strategic Balanced L -5.58 -2.87 0.06 26.77 -2.41 1.93
MassMutual Select Strategic Balanced A -5.68 -2.87 0.05 26.52 -2.65 1.67
MassMutual Select Strategic Balance A LW -5.68 -2.87 0.05 26.52 -2.65 1.67
Legg Mason Inv Counsel Social Aware C -4.91 -2.87 0.65 19.87 -2.74 0.17
Janus Smart Portfolio Moderate J -5.00 -2.87 0.79 25.59 1.41 ---
Janus Smart Portfolio Moderate I -5.00 -2.87 0.76 --- --- ---
Hartford Checks and Balances R5 -5.04 -2.87 0.45 25.92 --- ---
Hartford Checks and Balances R3 -5.05 -2.87 0.31 25.10 --- ---
Hartford Checks and Balances I -5.04 -2.87 0.43 25.89 --- ---
Hartford Checks and Balances A LW -5.05 -2.87 0.26 25.43 --- ---
Hartford Checks and Balances A -5.05 -2.87 0.26 25.43 --- ---
State Farm Balanced -4.03 -2.88 -0.84 13.74 0.46 3.64
Pacific Advisors Balanced A Load Waived -5.30 -2.88 0.30 21.47 -4.75 0.20
Pacific Advisors Balanced A -5.30 -2.88 0.30 21.47 -4.75 0.20
MassMutual Select Strategic Balanced Y -5.59 -2.88 0.18 26.96 -2.24 2.09
Fidelity Income Replacement 2030 -4.95 -2.88 0.01 23.83 --- ---
Fidelity Advisor Income Repl 2030 I -4.95 -2.88 -0.02 23.83 --- ---
Calvert Social Investment Balanced B -4.24 -2.88 -0.35 17.53 -5.52 -0.83
Transamerica Asset Allc Moderate B -4.85 -2.89 -0.63 22.20 -2.40 2.23
MFS Moderate Allocation 529C -4.75 -2.89 0.09 24.11 -1.96 1.92
Legg Mason Inv Counsel Social Aware B -4.94 -2.89 0.54 19.14 -3.21 -0.22
GAMCO Westwood Balanced C -4.69 -2.89 -0.70 10.10 -3.05 2.14
GAMCO Westwood Balanced B -4.69 -2.89 -0.69 10.06 -3.07 2.12
Columbia Liberty B -4.99 -2.89 -0.57 19.23 -3.75 1.03
Transamerica Asset Allc Moderate A LW -4.86 -2.90 -0.53 23.06 -1.74 2.90
Transamerica Asset Allc Moderate A -4.86 -2.90 -0.53 23.06 -1.74 2.90
Holland Balanced -4.22 -2.90 0.00 17.52 -1.14 1.60
Columbia Liberty C -5.00 -2.90 -0.57 19.10 -3.73 1.04
Transamerica Asset Allc Moderate R -4.87 -2.91 -0.52 22.78 -1.96 ---
SunAmerica Focused Balanced Strategy A -4.87 -2.91 -0.58 18.79 -4.86 0.33
SunAmerica Focused Balanced Strateg A LW -4.87 -2.91 -0.58 18.79 -4.86 0.33
HSBC Investor Wld Sel Mod Strategy C -5.29 -2.91 -0.17 22.84 -3.43 ---
AIM Moderate Allocation Y -4.79 -2.91 0.79 25.56 --- ---
Schwab Balanced Inv -4.77 -2.92 -0.40 14.38 -3.73 0.94
RiverSource Port Builder Moderate C -5.01 -2.92 -0.30 22.55 -1.95 2.13
RiverSource Port Builder Moderate B -5.01 -2.92 -0.31 22.63 -1.95 2.12
Oppenheimer Moderate Inv Y -4.73 -2.92 0.07 22.54 -8.91 ---
New Covenant Balanced Growth -4.91 -2.92 -0.46 19.01 -4.88 0.33
Morgan Stanley Inst Balanced P -5.07 -2.92 -0.05 21.11 -1.80 3.11
Morgan Stanley Inst Balanced Invmt -5.06 -2.92 -0.02 21.38 -1.68 3.22
Ivy Balanced C -5.26 -2.92 -0.99 12.47 -0.77 2.51
Ivy Balanced B -5.27 -2.92 -0.99 12.16 -0.99 2.31
Fidelity Advisor Income Repl 2030 A LW -4.99 -2.92 -0.08 23.51 --- ---
Fidelity Advisor Income Repl 2030 A -4.99 -2.92 -0.08 23.51 --- ---
DWS Select Alternative Allocation S -4.31 -2.92 -1.13 20.49 --- ---
DWS Select Alternative Allocation Instl -4.31 -2.92 -1.13 20.49 --- ---
DWS Select Alternative Allocation A LW -4.31 -2.92 -1.18 20.30 --- ---
DWS Select Alternative Allocation A -4.31 -2.92 -1.18 20.30 --- ---
Russell LifePoints Bal Strat S -4.92 -2.93 0.30 26.58 -3.28 2.43
Russell LifePoints Bal Strat R1 -4.92 -2.93 0.41 26.61 -3.27 ---
Oppenheimer Moderate Inv A Load Waived -4.74 -2.93 -0.02 22.02 -9.26 ---
Oppenheimer Moderate Inv A -4.74 -2.93 -0.02 22.02 -9.26 ---
Old Mutual Asset Allocation Balanced C -4.86 -2.93 -0.36 22.12 -2.62 2.14
Old Mutual Asset Allocation Balanced A -4.75 -2.93 -0.16 23.12 -1.89 2.90
Old Mutual Asset Allocation Balance A LW -4.75 -2.93 -0.16 23.12 -1.89 2.90
Hartford Balanced Allocation R5 -5.16 -2.93 0.25 26.06 -2.07 ---
Hartford Balanced Allocation A LW -5.16 -2.93 0.18 25.69 -2.31 2.35
Hartford Balanced Allocation A -5.16 -2.93 0.18 25.69 -2.31 2.35
Fidelity Advisor Income Repl 2030 T -4.98 -2.93 -0.12 23.22 --- ---
EquiTrust Managed A Load Waived -4.87 -2.94 -0.40 14.96 -2.85 ---
EquiTrust Managed A -4.87 -2.94 -0.40 14.96 -2.85 ---
Vantagepoint Asset Allocation -4.66 -2.95 -0.40 18.66 -9.12 -1.45
Russell LifePoints Bal Strat E -4.95 -2.95 0.26 26.28 -3.51 2.17
Virtus Balanced B -5.76 -2.96 0.35 20.41 -3.25 0.77
JHFunds2 Core Fundamental Holdings 1 -4.64 -2.96 -0.64 22.79 --- ---
Janus Smart Portfolio Moderate A LW -5.09 -2.96 0.71 --- --- ---
Janus Smart Portfolio Moderate A -5.09 -2.96 0.71 --- --- ---
Virtus Balanced C -5.76 -2.97 0.35 20.31 -3.25 ---
Value Line Income & Growth -4.69 -2.97 0.12 19.04 -0.38 4.27
Munder Asset Allocation Balanced Y -4.91 -2.97 -0.42 17.20 -5.21 0.41
Munder Asset Allocation Balanced K -4.91 -2.97 -0.48 16.91 -5.42 0.16
Janus Smart Portfolio Moderate S -5.10 -2.97 0.66 --- --- ---
Janus Smart Portfolio Moderate C -5.11 -2.97 0.51 --- --- ---
Direxion/Wilshire Dynamic Inv -4.82 -2.97 -0.92 --- --- ---
MainStay Moderate Allocation I -5.05 -2.98 -0.66 20.87 -1.30 ---
Hartford Checks and Balances R4 -5.05 -2.98 0.28 25.41 --- ---
Allianz NACM Income & Growth Instl -5.28 -2.98 1.65 37.67 --- ---
Allianz NACM Income & Growth D -5.29 -2.98 1.51 37.11 --- ---
Timothy Plan Conservative Growth A LW -4.58 -2.99 -0.13 19.61 -3.79 1.38
Timothy Plan Conservative Growth A -4.58 -2.99 -0.13 19.61 -3.79 1.38
SEI Asset Allc Diversified Glbl Mod Gr I -4.89 -2.99 -0.17 23.21 -6.09 0.24
MassMutual Select Strategic Balanced S -5.71 -2.99 0.05 26.87 -2.23 2.11
MassMutual Select Strategic Balanced N -5.71 -2.99 -0.09 26.01 -2.97 1.34
Hartford Checks and Balances C -5.17 -2.99 0.08 24.46 --- ---
Hartford Checks and Balances B -5.07 -2.99 0.19 24.63 --- ---
Fidelity Advisor Income Repl 2030 C -5.03 -2.99 -0.26 22.56 --- ---
Fidelity Advisor Balanced A Load Waived -5.32 -2.99 0.49 24.24 -3.91 1.42
Fidelity Advisor Balanced A -5.32 -2.99 0.49 24.24 -3.91 1.42
Delaware Dividend Income Instl -4.43 -2.99 2.18 31.93 -5.95 1.39
Delaware Dividend Income A Load Waived -4.32 -2.99 2.22 31.61 -6.16 1.16
Delaware Dividend Income A -4.32 -2.99 2.22 31.61 -6.16 1.16
Allianz NACM Income & Growth A LW -5.30 -2.99 1.49 37.18 --- ---
Allianz NACM Income & Growth A -5.30 -2.99 1.49 37.18 --- ---
Transamerica Asset Allc Moderate C -4.87 -3.00 -0.61 22.33 -2.34 2.27
SunAmerica Focused Balanced Strategy C -4.87 -3.00 -0.75 18.07 -5.47 -0.31
SunAmerica Alternative Strategies W -4.48 -3.00 -1.99 9.50 --- ---
SunAmerica Alternative Strategies A LW -4.48 -3.00 -2.08 9.31 --- ---
SunAmerica Alternative Strategies A -4.48 -3.00 -2.08 9.31 --- ---
Pacific Advisors Balanced C -5.37 -3.00 0.06 20.54 -5.49 -0.57
New Century Alternative Strategies -4.51 -3.00 -0.88 15.79 -2.33 2.80
Morgan Stanley Inst Balanced Instl -5.13 -3.00 0.02 21.40 -1.56 3.37
JHT Core Fundamental Holdings Series III -4.82 -3.00 -0.89 --- --- ---
Fidelity Balanced K -5.37 -3.00 0.57 25.21 --- ---
Fidelity Balanced -5.37 -3.00 0.53 24.98 -3.31 2.63
AIM Moderate Allocation Inst -4.87 -3.00 0.78 25.46 -3.68 2.06
SunAmerica Focused Balanced Strategy B -4.89 -3.01 -0.67 17.99 -5.48 -0.33
SEI Asset Allc Diversified Glbl Mod Gr D -4.92 -3.01 -0.32 22.24 -6.80 -0.52
SAAT Market Growth Strategy A -5.05 -3.01 0.23 25.93 -5.75 0.72
RiverNorth Core Opportunity -5.32 -3.01 1.41 34.84 4.38 ---
Fidelity Income Replacement 2032 -5.12 -3.01 -0.06 24.25 --- ---
Fidelity Advisor Income Repl 2032 I -5.12 -3.01 -0.06 24.25 --- ---
EquiTrust Managed B -4.95 -3.01 -0.52 14.35 -3.30 1.08
DWS Select Alternative Allocation C -4.41 -3.01 -1.36 19.27 --- ---
AIM Moderate Allocation S -4.89 -3.01 0.79 --- --- ---
AIM Moderate Allocation R -4.89 -3.01 0.74 24.85 -4.18 1.53
AIM Moderate Allocation A Load Waived -4.89 -3.01 0.76 25.27 -3.94 1.79
AIM Moderate Allocation A -4.89 -3.01 0.76 25.27 -3.94 1.79
Fidelity Advisor Income Repl 2032 A LW -5.14 -3.02 -0.12 23.98 --- ---
Fidelity Advisor Income Repl 2032 A -5.14 -3.02 -0.12 23.98 --- ---
Fidelity Advisor Balanced I -5.39 -3.02 0.48 24.53 -3.65 1.69
AIM Moderate Allocation B -4.91 -3.02 0.60 24.21 -4.65 1.03
Timothy Plan Conservative Growth C -4.59 -3.03 -0.32 18.86 -4.47 0.65
Pioneer Ibbotson Moderate Allocation Y -5.02 -3.03 0.27 26.86 -2.87 ---
Hartford Balanced Allocation R4 -5.25 -3.03 0.08 25.71 -2.34 ---
Hartford Balanced Allocation I -5.25 -3.03 0.15 25.93 -2.04 ---
SAAT Market Growth Strategy I -5.11 -3.04 0.17 25.51 -6.00 0.68
Hartford Balanced Allocation R3 -5.18 -3.04 0.08 25.31 -2.71 ---
Hartford Balanced Allocation B -5.26 -3.04 -0.03 24.66 -3.09 1.57
Fidelity Advisor Balanced T -5.42 -3.04 0.43 23.89 -4.13 1.18
Russell LifePoints Bal Strat R3 -4.95 -3.05 0.21 25.97 -3.75 1.91
Russell LifePoints Bal Strat R2 -5.05 -3.05 0.25 26.22 -3.55 ---
Munder Asset Allocation Balanced A LW -4.89 -3.05 -0.48 16.92 -5.42 0.16
Munder Asset Allocation Balanced A -4.89 -3.05 -0.48 16.92 -5.42 0.16
DWS Lifecycle Long Range Inst -5.38 -3.05 -0.62 23.24 -5.00 0.61
Russell LifePoints Bal Strat A LW -5.06 -3.06 0.26 26.22 -3.54 2.16
Russell LifePoints Bal Strat A -5.06 -3.06 0.26 26.22 -3.54 2.16
Janus Balanced I -4.81 -3.06 0.15 --- --- ---
Fidelity Advisor Income Repl 2032 T -5.15 -3.06 -0.18 23.64 --- ---
Fidelity Advisor Balanced B -5.40 -3.06 0.27 23.22 -4.67 0.60
PL Port Optimization Moderate R -4.81 -3.07 -0.15 25.73 -2.05 ---
PL Port Optimization Moderate A LW -4.80 -3.07 -0.19 25.88 -1.81 2.82
PL Port Optimization Moderate A -4.80 -3.07 -0.19 25.88 -1.81 2.82
PL Port Optimization Moderate 529 MT A -4.80 -3.07 -0.19 25.88 -1.81 2.82
PL Port Optimization Moderate 529 M A LW -4.80 -3.07 -0.19 25.88 -1.81 2.82
Oppenheimer Moderate Inv N -4.89 -3.07 -0.13 21.67 -9.53 ---
New Century Balanced -5.07 -3.07 -0.14 17.79 -4.18 1.27
Morgan Stanley Strategist I -5.04 -3.07 0.55 16.58 -1.96 3.66
JHT Core Fundamental Holdings Series II -4.88 -3.07 -0.99 --- --- ---
Fidelity Advisor Balanced C -5.41 -3.07 0.30 23.23 -4.64 0.64
BlackRock Moderate Prepared Instl -5.35 -3.07 0.31 23.98 -1.51 ---
Allianz NACM Income & Growth P -5.29 -3.07 1.53 37.44 --- ---
Waddell & Reed Continental Inc Y -5.48 -3.08 -1.00 13.35 -0.06 3.48
Russell LifePoints Bal Strat C -5.09 -3.08 0.02 25.34 -4.25 1.40
Munder Asset Allocation Balanced C -4.93 -3.08 -0.70 16.06 -6.14 -0.57
MainStay Moderate Allocation Inv -5.15 -3.08 -0.72 20.47 --- ---
MainStay Moderate Allocation A LW -5.16 -3.08 -0.68 20.39 -1.57 ---
MainStay Moderate Allocation A -5.16 -3.08 -0.68 20.39 -1.57 ---
BlackRock Moderate Prepared A LW -5.47 -3.08 0.21 23.50 -1.88 ---
BlackRock Moderate Prepared A -5.47 -3.08 0.21 23.50 -1.88 ---
Vanguard Wellington Adm -4.98 -3.09 -0.22 21.32 -0.42 4.16
Oppenheimer Moderate Inv C -4.81 -3.09 -0.27 21.10 -9.96 ---
Oppenheimer Moderate Inv B -4.92 -3.09 -0.40 20.87 -10.03 ---
BlackRock Moderate Prepared R -5.39 -3.09 0.15 23.39 -2.00 ---
SM&R Balanced A Load Waived -5.16 -3.10 -0.67 20.29 -5.14 -0.59
SM&R Balanced A -5.16 -3.10 -0.67 20.29 -5.14 -0.59
Rainier Balanced Instl -4.96 -3.10 -1.08 14.41 -2.92 1.93
Nationwide Inv Dest Mod A Load Waived -4.95 -3.10 -0.59 18.48 -2.68 2.08
Nationwide Inv Dest Mod A -4.95 -3.10 -0.59 18.48 -2.68 2.08
Munder Asset Allocation Balanced B -4.96 -3.10 -0.71 16.01 -6.14 -0.59
MainStay Moderate Allocation C -5.19 -3.10 -0.87 19.42 -2.32 ---
Janus Balanced S -4.80 -3.10 0.05 --- --- ---
Janus Balanced J -4.80 -3.10 0.09 20.31 3.43 6.15
Janus Balanced A Load Waived -4.80 -3.10 0.12 --- --- ---
Janus Balanced A -4.80 -3.10 0.12 --- --- ---
Hartford Advisers HLS IA -5.50 -3.10 0.03 27.74 -3.26 1.71
Delaware Dividend Income R -4.43 -3.10 2.06 31.32 -6.44 0.87
Delaware Dividend Income C -4.53 -3.10 1.93 30.64 -6.90 0.39
Delaware Dividend Income B -4.43 -3.10 2.04 30.65 -6.87 0.40
SunAmerica Alternative Strategies C -4.50 -3.11 -2.25 8.60 --- ---
SM&R Balanced T -5.15 -3.11 -0.63 20.30 -5.16 -0.57
Fidelity Advisor Income Repl 2032 C -5.22 -3.11 -0.34 23.02 --- ---
Allianz NACM Income & Growth C -5.37 -3.11 1.30 36.11 --- ---
Vanguard Wellington -5.00 -3.12 -0.25 21.21 -0.52 4.04
SC Ibbotson Balanced Initial -4.99 -3.12 -0.37 23.45 --- ---
Rainier Balanced Original -4.92 -3.12 -1.13 14.22 -3.16 1.69
DWS Balanced S -5.28 -3.12 -0.93 20.95 -3.82 ---
TIAA-CREF Managed Allc Retail -5.15 -3.13 -0.26 21.43 -3.39 ---
TCW Balanced I -4.78 -3.13 -1.03 15.33 -5.60 ---
Rydex/SGI All-Asset Mod Strat H -4.91 -3.13 -1.57 14.65 -2.33 ---
Rydex/SGI All-Asset Mod Strat A LW -4.92 -3.13 -1.68 14.53 -2.37 ---
Rydex/SGI All-Asset Mod Strat A -4.92 -3.13 -1.68 14.53 -2.37 ---
Nationwide Inv Dest Mod I -5.00 -3.13 -0.59 18.90 -2.46 2.37
Morgan Stanley Strategist A Load Waived -5.05 -3.13 0.43 16.25 -2.21 3.40
Morgan Stanley Strategist A -5.05 -3.13 0.43 16.25 -2.21 3.40
Hartford Balanced Allocation C -5.27 -3.13 -0.10 24.75 -3.08 1.59
Hartford Advisers HLS IB -5.52 -3.13 -0.03 27.41 -3.50 1.46
AIM Moderate Allocation C -5.01 -3.13 0.49 24.24 -4.68 1.01
TIAA-CREF Managed Allc R -5.16 -3.14 -0.32 21.28 -3.62 ---
TIAA-CREF Managed Allc Inst -5.05 -3.14 -0.14 21.54 -3.34 ---
TCW Balanced N -4.81 -3.14 -1.04 15.25 -5.61 ---
JHancock2 Lifestyle Balanced 5 -5.38 -3.14 0.42 30.46 -2.55 ---
JHancock2 Lifestyle Balanced 1 -5.38 -3.14 0.49 30.40 -2.58 ---
Janus Balanced R -4.84 -3.14 -0.05 --- --- ---
Janus Balanced C -4.84 -3.14 -0.07 --- --- ---
Fidelity Advisor Income Repl 2034 I -5.31 -3.14 -0.15 24.70 --- ---
Nationwide Inv Dest Mod B -5.03 -3.15 -0.75 17.65 -3.41 1.34
Transamerica Balanced I -5.16 -3.16 --- --- --- ---
Plumb Balanced -5.09 -3.16 -0.59 18.28 --- ---
Pioneer Ibbotson Moderate Allocation A -5.07 -3.16 0.12 26.05 -3.51 1.59
Pioneer Ibbotson Moderate Allocatio A LW -5.07 -3.16 0.12 26.05 -3.51 1.59
Janus Aspen Balanced Instl -4.93 -3.16 0.14 21.64 3.70 6.38
GAMCO Westwood Income I -5.50 -3.16 0.69 21.10 --- ---
GAMCO Westwood Income AAA -5.38 -3.16 0.63 20.99 -7.91 -0.14
Fidelity Income Replacement 2034 -5.33 -3.16 -0.15 24.67 --- ---
Transamerica Balanced P -5.18 -3.17 --- --- --- ---
Schwab MarketTrack Balanced -5.02 -3.17 -0.47 19.79 -3.76 1.42
Morgan Stanley Strategist B -5.14 -3.17 0.29 15.39 -2.95 2.63
Franklin Templeton Moderate Target Adv -5.08 -3.17 -0.35 22.04 0.82 ---
Franklin Templeton Moderate Target A LW -5.08 -3.17 -0.34 21.75 0.57 4.42
Franklin Templeton Moderate Target A -5.08 -3.17 -0.34 21.75 0.57 4.42
Fidelity Advisor Income Repl 2034 A LW -5.34 -3.17 -0.22 24.36 --- ---
Fidelity Advisor Income Repl 2034 A -5.34 -3.17 -0.22 24.36 --- ---
Accessor Growth & Inc Allocation Instl -5.11 -3.17 -0.82 21.84 -4.79 0.95
PL Port Optimization Moderate C -4.83 -3.18 -0.27 25.30 -2.55 2.17
PL Port Optimization Moderate B -4.91 -3.18 -0.28 25.11 -2.58 2.16
PL Port Optimization Moderate 529 MT C -4.83 -3.18 -0.27 25.30 -2.55 2.17
PL Port Optimization Moderate 529 MT B -4.91 -3.18 -0.28 25.11 -2.58 2.16
Nationwide Inv Dest Mod R2 -5.07 -3.18 -0.77 18.00 -3.07 1.75
Hartford Advisers Y -5.62 -3.18 -0.02 28.15 -3.33 1.67
Hartford Advisers R5 -5.62 -3.18 0.03 28.07 -3.42 ---
Franklin Templeton Moderate Target R -5.17 -3.18 -0.47 21.44 0.31 4.16
Franklin Templeton Moderate Target B -5.17 -3.18 -0.54 20.84 -0.18 3.65
Target Moderate Allocation Z -5.43 -3.19 -1.02 20.77 -4.12 1.82
Target Moderate Allocation R -5.43 -3.19 -1.05 20.17 -4.58 1.35
Target Moderate Allocation A LW -5.43 -3.19 -1.04 20.48 -4.34 1.57
Target Moderate Allocation A -5.43 -3.19 -1.04 20.48 -4.34 1.57
RiverSource Balanced R5 -5.58 -3.19 -0.45 --- --- ---
RiverSource Balanced R4 -5.58 -3.19 -0.61 23.63 -5.22 0.54
RiverSource Balanced A Load Waived -5.58 -3.19 -0.53 23.41 -5.33 0.38
RiverSource Balanced A -5.58 -3.19 -0.53 23.41 -5.33 0.38
Pioneer Ibbotson Moderate Allocation B -5.17 -3.19 0.03 25.07 -4.28 0.73
GAMCO Westwood Income A Load Waived -5.45 -3.19 0.54 20.50 -8.15 -0.38
GAMCO Westwood Income A -5.45 -3.19 0.54 20.50 -8.15 -0.38
Fidelity Advisor Income Repl 2034 T -5.36 -3.19 -0.28 24.06 --- ---
DWS Lifecycle Long Range S -5.39 -3.19 -0.75 22.93 -5.33 0.31
Target Moderate Allocation C -5.44 -3.20 -1.18 19.58 -5.05 0.82
Sextant Core -5.06 -3.20 -0.47 17.49 --- ---
Morgan Stanley Strategist C -5.13 -3.20 0.24 15.40 -2.93 2.64
MainStay Moderate Allocation B -5.19 -3.20 -0.96 19.46 -2.34 ---
Waddell & Reed Continental Inc A LW -5.61 -3.21 -1.08 12.82 -0.39 3.15
Waddell & Reed Continental Inc A -5.61 -3.21 -1.08 12.82 -0.39 3.15
Vantagepoint Traditional Growth -5.03 -3.21 -0.41 21.36 -2.06 2.30
VALIC Company I Asset Allocation -5.34 -3.21 -0.47 22.00 -0.92 2.80
SM&R Balanced B -5.23 -3.21 -0.85 19.68 -5.61 -1.08
SC Ibbotson Balanced Service -5.08 -3.21 -0.46 23.07 --- ---
Legg Mason Lifestyle Allocation 70% I -5.73 -3.21 0.59 29.24 --- ---
JHancock2 Lifestyle Balanced R5 -5.36 -3.21 0.38 30.30 -2.69 ---
JHancock2 Lifestyle Balanced R4 -5.37 -3.21 0.30 29.81 -2.99 ---
JHancock2 Lifestyle Balanced R3 -5.45 -3.21 0.23 29.49 -3.26 ---
JHancock2 Lifestyle Balanced R1 -5.45 -3.21 0.16 29.22 -3.43 ---
JHancock2 Lifestyle Balanced A LW -5.44 -3.21 0.30 29.73 -3.00 ---
JHancock2 Lifestyle Balanced A -5.44 -3.21 0.30 29.73 -3.00 ---
BlackRock Moderate Prepared C -5.51 -3.21 -0.08 22.41 -2.64 ---
Waddell & Reed Continental Inc C -5.62 -3.22 -1.33 11.79 -1.30 2.19
Waddell & Reed Continental Inc B -5.62 -3.22 -1.25 11.64 -1.37 2.15
Transamerica Balanced A Load Waived -5.23 -3.22 0.00 25.85 -3.29 1.48
Transamerica Balanced A -5.23 -3.22 0.00 25.85 -3.29 1.48
Rydex/SGI All-Asset Mod Strat C -4.95 -3.22 -1.83 13.84 -3.06 ---
Hartford Advisers A Load Waived -5.62 -3.22 -0.14 27.57 -3.73 1.23
Hartford Advisers A -5.62 -3.22 -0.14 27.57 -3.73 1.23
Green Century Balanced -4.73 -3.22 1.03 18.67 -3.80 0.14
BlackRock Asset Allocation Instl -5.77 -3.22 -0.01 24.86 -1.10 3.16
DWS Balanced Inst -5.39 -3.23 -1.04 21.02 -3.75 0.82
Dreyfus Balanced Opportunity J -5.77 -3.23 -0.78 22.26 -3.97 -0.35
Dreyfus Balanced Opportunity I -5.70 -3.23 -0.65 22.96 -3.93 -0.36
BlackRock Asset Allocation Svc -5.79 -3.23 -0.08 24.56 -1.34 2.91
BlackRock Asset Allocation Inv A LW -5.79 -3.23 -0.09 24.39 -1.46 2.79
BlackRock Asset Allocation Inv A -5.79 -3.23 -0.09 24.39 -1.46 2.79
Pioneer Ibbotson Moderate Allocation C -5.15 -3.24 0.00 24.96 -4.23 0.80
Nationwide Inv Dest Mod Svc -5.11 -3.24 -0.70 18.23 -2.86 1.93
Legg Mason Lifestyle Allocation 70% C -5.80 -3.24 0.41 28.35 -5.31 -0.53
DWS Balanced C -5.40 -3.24 -1.23 19.66 -4.82 -0.33
DWS Balanced A Load Waived -5.39 -3.24 -1.12 20.52 -4.05 0.50
DWS Balanced A -5.39 -3.24 -1.12 20.52 -4.05 0.50
Vanguard STAR -5.20 -3.25 -0.47 23.62 -1.83 2.93
Hartford Advisers R4 -5.63 -3.25 -0.12 27.64 -3.72 ---
Hartford Advisers R3 -5.70 -3.25 -0.18 27.37 -3.98 ---
AHA Balanced I -4.16 -3.25 -0.64 13.95 -3.75 1.04
Accessor Growth & Inc Allocation Inv -5.19 -3.25 -0.95 21.30 -5.27 0.45
Accessor Growth & Inc Allocation A LW -5.19 -3.25 -0.92 21.40 -5.12 0.59
Accessor Growth & Inc Allocation A -5.19 -3.25 -0.92 21.40 -5.12 0.59
SSgA Life Solutions Balanced Instl -5.05 -3.27 -1.12 15.37 -4.97 0.45
Nationwide Inv Dest Mod C -5.05 -3.27 -0.87 17.62 -3.42 1.31
Fidelity Advisor Income Repl 2034 C -5.39 -3.27 -0.41 23.43 --- ---
BlackRock Asset Allocation Inv C -5.80 -3.27 -0.26 23.52 -2.15 2.06
Legg Mason Lifestyle Allocation 70% A LW -5.81 -3.29 0.51 28.82 -4.87 -0.02
Legg Mason Lifestyle Allocation 70% A -5.81 -3.29 0.51 28.82 -4.87 -0.02
JHancock2 Lifestyle Balanced C -5.52 -3.29 0.12 28.85 -3.70 ---
JHancock2 Lifestyle Balanced B -5.52 -3.29 0.09 28.77 -3.77 ---
Hartford Advisers C -5.69 -3.29 -0.32 26.54 -4.44 0.50
Fidelity Advisor Income Repl 2036 I -5.52 -3.29 -0.22 25.29 --- ---
Transamerica Balanced C -5.27 -3.30 -0.14 25.14 -3.82 0.94
Target Moderate Allocation B -5.53 -3.30 -1.18 19.58 -5.05 0.82
RiverSource Balanced R2 -5.68 -3.30 -0.69 --- --- ---
Dreyfus Balanced Opportunity A LW -5.77 -3.30 -0.84 22.19 -4.17 -0.56
Dreyfus Balanced Opportunity A -5.77 -3.30 -0.84 22.19 -4.17 -0.56
Franklin Templeton Moderate Target C -5.18 -3.31 -0.60 20.76 -0.19 3.63
Fidelity Income Replacement 2036 -5.52 -3.31 -0.22 25.26 --- ---
Dreyfus Balanced Opportunity Z -5.79 -3.31 -0.83 22.03 -4.09 -0.46
Dreyfus Balanced Opportunity B -5.80 -3.31 -1.01 21.26 -4.96 -1.37
Columbia Balanced Z -5.76 -3.31 -0.58 23.68 1.06 4.36
RiverSource Balanced B -5.72 -3.32 -0.83 22.44 -6.07 -0.38
Huntington Dividend Capture B -5.26 -3.32 2.26 31.60 -8.42 -1.62
Hartford Advisers B -5.67 -3.32 -0.28 26.51 -4.53 0.40
RiverSource Balanced C -5.73 -3.33 -0.82 22.39 -6.07 -0.38
Principal SAM Balanced R4 -5.08 -3.33 0.48 22.72 -2.29 ---
Principal SAM Balanced Inst -5.08 -3.33 0.51 23.02 -1.93 ---
Legg Mason Lifestyle Allocation 70% B -5.89 -3.33 0.31 27.72 -5.61 -0.80
Fidelity Advisor Income Repl 2036 A LW -5.54 -3.33 -0.28 24.96 --- ---
Fidelity Advisor Income Repl 2036 A -5.54 -3.33 -0.28 24.96 --- ---
Accessor Growth & Inc Allocation C -5.20 -3.33 -1.09 20.68 -5.73 -0.07
Waddell & Reed InvestEd Balanced A LW -5.28 -3.34 -0.99 14.11 -0.03 3.89
Waddell & Reed InvestEd Balanced A -5.28 -3.34 -0.99 14.11 -0.03 3.89
Transamerica Balanced B -5.30 -3.34 -0.16 24.90 -3.93 0.85
BlackRock Asset Allocation Inv B -5.85 -3.34 -0.30 23.42 -2.25 1.97
GAMCO Westwood Income C -5.58 -3.35 0.34 19.88 -8.64 -0.90
DWS Balanced B -5.39 -3.35 -1.31 19.59 -4.46 0.10
Columbia LifeGoal Balanced Growth Z -5.74 -3.35 -0.16 27.57 -1.29 3.33
Columbia LifeGoal Balanced Growth R -5.74 -3.35 -0.29 26.95 -1.82 ---
Columbia LifeGoal Balanced Growth A LW -5.74 -3.35 -0.22 27.23 -1.57 3.04
Columbia LifeGoal Balanced Growth A -5.74 -3.35 -0.22 27.23 -1.57 3.04
Columbia Balanced A Load Waived -5.76 -3.35 -0.60 23.40 0.82 4.11
Columbia Balanced A -5.76 -3.35 -0.60 23.40 0.82 4.11
Value Line Asset Allocation -4.91 -3.36 -0.57 13.39 -4.17 1.24
SSgA Life Solutions Balanced R -5.13 -3.36 -1.22 14.82 -5.46 -0.12
Janus Modular Port Constrcn T -5.74 -3.36 0.53 --- --- ---
Fidelity Asset Manager 60% -5.65 -3.36 -0.17 28.65 --- ---
Fidelity Advisor Asset Manager 60% I -5.65 -3.36 -0.17 28.65 --- ---
Fidelity Advisor Asset Manager 60% A LW -5.66 -3.36 -0.21 28.31 --- ---
Fidelity Advisor Asset Manager 60% A -5.66 -3.36 -0.21 28.31 --- ---
Dreyfus Balanced Opportunity C -5.83 -3.36 -1.01 21.22 -4.90 -1.31
Principal SAM Balanced J -5.06 -3.37 0.39 22.37 -2.72 ---
Fidelity Advisor Income Repl 2036 T -5.58 -3.37 -0.36 24.65 --- ---
Fidelity Advisor Asset Manager 60% T -5.67 -3.37 -0.17 28.14 --- ---
Fidelity Advisor Asset Manager 60% B -5.78 -3.37 -0.42 27.47 --- ---
Columbia LifeGoal Balanced Growth B -5.78 -3.37 -0.41 26.21 -2.32 2.26
Calvert Moderate Allocation Inst -5.16 -3.37 -0.53 21.35 --- ---
Principal SAM Balanced A Load Waived -5.11 -3.38 0.42 22.68 -2.29 2.18
Principal SAM Balanced A -5.11 -3.38 0.42 22.68 -2.29 2.18
Janus Modular Port Constrcn C -5.77 -3.38 0.53 25.15 --- ---
Huntington Dividend Capture Instl -5.19 -3.38 2.44 32.62 -7.77 -0.89
Calvert Moderate Allocation A LW -5.18 -3.38 -0.66 20.67 -4.69 ---
Calvert Moderate Allocation A -5.18 -3.38 -0.66 20.67 -4.69 ---
Huntington Dividend Capture A LW -5.20 -3.39 2.37 32.29 -7.96 -1.13
Huntington Dividend Capture A -5.20 -3.39 2.37 32.29 -7.96 -1.13
DFA Global 60/40 I -5.84 -3.39 -0.95 25.72 -2.61 2.93
Columbia Balanced C -5.80 -3.39 -0.78 22.48 0.07 3.33
Fidelity Advisor Income Repl 2036 C -5.60 -3.40 -0.47 24.02 --- ---
Aberdeen Optimal Allocations Mod I -5.45 -3.40 -0.83 22.40 -0.25 4.44
Aberdeen Optimal Allocations Mod A LW -5.45 -3.40 -0.87 22.25 -0.42 4.21
Aberdeen Optimal Allocations Mod A -5.45 -3.40 -0.87 22.25 -0.42 4.21
Principal SAM Balanced R5 -5.09 -3.42 0.38 22.78 -2.19 ---
Principal SAM Balanced R3 -5.17 -3.42 0.39 22.36 -2.50 ---
Principal SAM Balanced R1 -5.09 -3.42 0.30 22.01 -2.77 ---
Principal SAM Balanced C -5.16 -3.42 0.24 21.80 -3.00 1.44
Calvert Moderate Allocation C -5.24 -3.42 -0.79 19.79 -5.42 ---
Aberdeen Optimal Allocations Mod R -5.48 -3.42 -0.90 22.06 -0.68 3.94
Principal SAM Balanced R2 -5.18 -3.43 0.27 22.09 -2.69 ---
Columbia LifeGoal Balanced Growth C -5.80 -3.43 -0.41 26.30 -2.33 2.26
Columbia Balanced B -5.84 -3.44 -0.83 22.49 0.05 3.32
JHT American Fdmtl Holdings Tr Ser III -5.56 -3.47 -0.96 24.66 --- ---
JHT American Fdmtl Holdings Tr Ser II -5.55 -3.47 -1.08 24.08 --- ---
Janus Modular Port Constrcn A LW -5.85 -3.47 0.42 25.18 --- ---
Janus Modular Port Constrcn A -5.85 -3.47 0.42 25.18 --- ---
Principal SAM Balanced B -5.12 -3.48 0.21 21.76 -3.03 1.42
Ibbotson Balanced ETF Asset Allc II -5.45 -3.49 -0.93 19.85 --- ---
Fidelity Income Replacement 2038 -5.77 -3.49 -0.30 25.99 --- ---
Fidelity Advisor Asset Manager 60% C -5.79 -3.49 -0.38 27.37 --- ---
BB&T Capital Manager Moderate Gr I -5.83 -3.49 -0.39 21.51 -3.91 1.20
ESG Managers Moderate Port A LW -4.08 -3.50 --- --- --- ---
ESG Managers Moderate Port A -4.08 -3.50 --- --- --- ---
Fidelity Advisor Income Repl 2038 I -5.79 -3.51 -0.32 25.96 --- ---
Lord Abbett Capital Structure F -6.02 -3.52 0.42 20.16 --- ---
Hennessy Balanced -5.24 -3.52 -0.69 22.03 -3.95 0.48
T. Rowe Price Balanced -5.63 -3.53 -0.69 25.35 -2.25 2.62
Fidelity Advisor Income Repl 2038 A LW -5.81 -3.53 -0.39 25.67 --- ---
Fidelity Advisor Income Repl 2038 A -5.81 -3.53 -0.39 25.67 --- ---
VALIC Company II Moderate Gr Lifestyle -5.66 -3.54 -0.02 24.06 -1.70 3.45
Huntington Balanced Allocation A -5.13 -3.54 -1.24 --- --- ---
Fidelity Advisor Income Repl 2038 T -5.83 -3.54 -0.45 25.35 --- ---
Aberdeen Optimal Allocations Mod C -5.63 -3.55 -1.17 21.21 -1.22 3.42
Aberdeen Optimal Allocations Mod B -5.55 -3.55 -1.08 21.23 -1.20 3.42
UBS US Allocation Y -5.72 -3.56 0.61 28.99 -6.52 -0.10
Janus Modular Port Constrcn I -5.93 -3.56 0.31 25.28 --- ---
HighMark Balanced Fid -5.38 -3.56 0.00 22.37 -2.33 1.70
JHFunds2 Core Diversified Gr & Inc 1 -5.46 -3.57 -0.81 25.61 --- ---
Lord Abbett Balanced Strategy F -6.52 -3.58 -0.21 29.78 --- ---
JHT American Fdmtl Holdings Tr Ser I -5.66 -3.58 -1.16 24.14 --- ---
HighMark Balanced Retail A Load Waived -5.41 -3.58 0.02 22.12 -2.57 1.46
HighMark Balanced Retail A -5.41 -3.58 0.02 22.12 -2.57 1.46
BB&T Capital Manager Moderate Gr B -5.87 -3.58 -0.66 20.23 -4.90 0.19
Lord Abbett Capital Structure I -5.99 -3.59 0.34 20.26 -4.41 1.65
JHT Core Diversified Gr & Inc Ser NAV -5.63 -3.59 -0.91 28.15 --- ---
Fidelity Advisor Income Repl 2038 C -5.85 -3.59 -0.57 24.75 --- ---
BNY Mellon Balanced M -5.86 -3.59 -0.87 19.86 -1.13 3.02
Allianz Glbl Inv Solutions Cr Allc P -5.72 -3.59 0.01 --- --- ---
Lord Abbett Capital Structure P -6.00 -3.60 0.23 19.80 -4.85 1.20
ESG Managers Moderate Port C -4.08 -3.60 --- --- --- ---
BNY Mellon Balanced Inv -5.85 -3.60 -0.91 19.46 -1.40 2.76
UBS US Allocation A Load Waived -5.75 -3.61 0.50 28.45 -6.87 -0.47
UBS US Allocation A -5.75 -3.61 0.50 28.45 -6.87 -0.47
Nuveen Moderate Allocation I -6.00 -3.61 -0.64 28.27 -0.54 3.58
Lord Abbett Capital Structure A LW -6.02 -3.61 0.26 19.85 -4.77 1.29
Lord Abbett Capital Structure A -6.02 -3.61 0.26 19.85 -4.77 1.29
JHT American Asset Allc Tr Ser III -5.60 -3.61 0.35 20.77 --- ---
Northern Income Equity -5.21 -3.62 0.90 30.74 -3.58 3.16
Lord Abbett Capital Structure R3 -6.12 -3.62 0.23 19.67 --- ---
Lord Abbett Balanced Strategy P -6.57 -3.62 -0.27 29.32 -1.90 2.17
Fidelity Income Replacement 2040 -5.96 -3.62 -0.35 26.44 --- ---
Fidelity Advisor Income Repl 2040 I -5.96 -3.62 -0.37 26.44 --- ---
American Funds Inc Fund of Amer R6 -5.03 -3.62 0.26 --- --- ---
American Funds Inc Fund of Amer R5 -5.09 -3.62 0.25 24.64 -4.44 2.22
American Funds Inc Fund of Amer F-2 -5.03 -3.62 0.24 25.58 --- ---
American Funds Inc Fund of Amer F-1 -5.10 -3.62 0.25 24.39 -4.68 1.96
American Funds Inc Fund of Amer 529F -5.10 -3.62 0.23 24.58 -4.53 2.11
Lord Abbett Capital Structure C -6.05 -3.63 0.10 19.07 -5.37 0.65
HighMark Balanced Retail C -5.46 -3.63 -0.19 21.33 -3.16 0.83
BB&T Capital Manager Moderate Gr A LW -5.87 -3.63 -0.46 21.00 -4.20 0.93
BB&T Capital Manager Moderate Gr A -5.87 -3.63 -0.46 21.00 -4.20 0.93
American Funds Inc Fund of Amer 529E -5.11 -3.63 0.17 23.99 -4.99 1.62
Van Kampen Asset Allocation Moderate I -5.32 -3.64 -0.57 28.12 -2.62 ---
Lord Abbett Capital Structure B -6.06 -3.64 0.10 19.14 -5.37 0.64
Lord Abbett Balanced Strategy R3 -6.58 -3.64 -0.30 29.20 --- ---
Nuveen Moderate Allocation A LW -6.04 -3.65 -0.67 27.96 -0.78 3.32
Nuveen Moderate Allocation A -6.04 -3.65 -0.67 27.96 -0.78 3.32
JHT Core Strategy Trust Ser NAV -5.86 -3.65 -0.78 21.24 --- ---
JHT Core Allocation Plus NAV -6.42 -3.65 -0.69 23.00 --- ---
JHT Core Allocation Plus I -6.42 -3.65 -0.74 22.95 --- ---
Fidelity Advisor Income Repl 2040 A LW -6.00 -3.65 -0.43 26.09 --- ---
Fidelity Advisor Income Repl 2040 A -6.00 -3.65 -0.43 26.09 --- ---
American Funds Asset Allocation HLS IB -5.62 -3.65 0.33 20.44 --- ---
Van Kampen Asset Allocation Moderate A -5.34 -3.66 -0.72 27.66 -2.86 ---
Van Kampen Asset Allocation Moderat A LW -5.34 -3.66 -0.72 27.66 -2.86 ---
Lord Abbett Balanced Strategy C -6.61 -3.66 -0.46 28.55 -2.43 1.60
JHT Core Allocation Series I -6.20 -3.66 -0.92 --- --- ---
Davis Appreciation & Income Y -7.09 -3.66 -0.28 47.38 -5.93 1.51
UBS US Allocation B -5.80 -3.67 0.30 27.37 -7.74 -1.34
Lord Abbett Balanced Strategy R2 -6.57 -3.67 -0.39 29.95 --- ---
Lord Abbett Balanced Strategy I -6.60 -3.67 -0.19 29.70 -1.49 2.59
Fidelity Advisor Income Repl 2040 T -5.99 -3.67 -0.47 25.82 --- ---
Davis Appreciation & Income A LW -7.08 -3.67 -0.30 47.10 -6.18 1.25
Davis Appreciation & Income A -7.08 -3.67 -0.30 47.10 -6.18 1.25
T. Rowe Price Personal Strat Balanced -5.77 -3.68 -0.56 28.71 -1.60 3.05
Lord Abbett Capital Structure R2 -6.08 -3.68 0.18 19.61 --- ---
JHT Core Diversified Gr & Inc Ser III -5.71 -3.68 -0.95 27.82 --- ---
JHT Core Diversified Gr & Inc Ser I -5.71 -3.68 -1.07 27.36 --- ---
Janus Modular Port Constrcn S -6.05 -3.68 0.42 25.08 --- ---
BB&T Capital Manager Moderate Gr C -5.96 -3.68 -0.62 20.19 -4.93 0.17
American Funds Inc Fund of Amer R4 -5.10 -3.68 0.17 24.26 -4.72 1.91
American Funds Inc Fund of Amer A LW -5.09 -3.68 0.19 24.38 -4.65 2.00
American Funds Inc Fund of Amer A -5.09 -3.68 0.19 24.38 -4.65 2.00
American Funds Inc Fund of Amer 529A LW -5.10 -3.68 0.17 24.24 -4.72 1.92
American Funds Inc Fund of Amer 529A -5.10 -3.68 0.17 24.24 -4.72 1.92
Allianz Glbl Inv Solutions Cr Allc A LW -5.80 -3.68 -0.18 24.03 -1.96 2.78
Allianz Glbl Inv Solutions Cr Allc A -5.80 -3.68 -0.18 24.03 -1.96 2.78
Nuveen Moderate Allocation R3 -6.08 -3.69 -0.79 27.65 --- ---
MainStay Income Builder A Load Waived -4.86 -3.69 0.43 18.45 -3.49 1.31
MainStay Income Builder A -4.86 -3.69 0.43 18.45 -3.49 1.31
American Funds Inc Fund of Amer R3 -5.17 -3.69 0.10 23.88 -5.02 1.60
Allianz Glbl Inv Solutions Cr Allc R -5.72 -3.69 -0.16 --- --- ---
Allianz Glbl Inv Solutions Cr Allc D -5.72 -3.69 -0.01 --- --- ---
UBS US Allocation C -5.83 -3.70 0.30 27.45 -7.57 -1.21
Lord Abbett Balanced Strategy A LW -6.63 -3.70 -0.35 29.32 -1.80 2.25
Lord Abbett Balanced Strategy A -6.63 -3.70 -0.35 29.32 -1.80 2.25
HighMark Balanced Retail B -5.45 -3.70 -0.19 21.35 -3.15 0.84
Fidelity Income Replacement 2042 -6.06 -3.70 -0.41 26.78 --- ---
Fidelity Advisor Income Repl 2042 I -6.06 -3.70 -0.39 26.78 --- ---
Eaton Vance Balanced C -5.59 -3.70 -0.09 19.47 -3.13 2.36
Eaton Vance Balanced B -5.60 -3.70 -0.09 19.50 -3.10 2.38
Columbia Thermostat Z -6.14 -3.70 0.29 31.74 -1.94 2.25
JHT American Asset Allc Tr Ser II -5.69 -3.71 0.21 20.12 --- ---
JHT American Asset Allc Tr Ser I -5.60 -3.71 0.35 20.31 --- ---
Fidelity Advisor Income Repl 2042 A LW -6.07 -3.71 -0.45 26.50 --- ---
Fidelity Advisor Income Repl 2042 A -6.07 -3.71 -0.45 26.50 --- ---
Fidelity Advisor Income Repl 2040 C -6.03 -3.71 -0.62 25.21 --- ---
Eaton Vance Balanced A Load Waived -5.61 -3.71 0.10 20.46 -2.41 3.13
Eaton Vance Balanced A -5.61 -3.71 0.10 20.46 -2.41 3.13
Allianz Glbl Inv Solutions Cr Allc Adm -5.70 -3.71 -0.09 --- --- ---
JHT Core Allocation Series II -6.26 -3.72 -0.98 --- --- ---
Allianz Glbl Inv Solutions Cr Allc I -5.76 -3.72 -0.10 24.37 -1.45 3.32
Nuveen Moderate Allocation C -6.06 -3.73 -0.89 27.01 -1.53 2.55
Nuveen Moderate Allocation B -6.11 -3.73 -0.90 26.98 -1.55 2.54
MainStay Income Builder I -4.83 -3.73 0.48 18.82 -3.16 1.82
Archer Balanced -5.71 -3.73 0.51 15.01 -6.29 ---
JPMorgan Diversified Instl -5.84 -3.74 -0.29 24.35 -1.39 3.01
JHT Core Strategy Trust Ser I -5.94 -3.74 -0.83 21.07 --- ---
Davis Appreciation & Income C -7.17 -3.74 -0.49 45.87 -6.93 0.42
American Century Strat Allc: Mod Inv -5.51 -3.74 -1.07 18.49 -2.06 2.77
American Century Strat Allc: Mod Inst -5.51 -3.74 -1.03 18.70 -1.87 2.97
MainStay Income Builder Inv -4.86 -3.75 0.33 18.13 --- ---
Lord Abbett Balanced Strategy B -6.69 -3.75 -0.46 28.46 -2.45 1.58
JHT Core Balanced Series II -5.83 -3.75 -0.82 --- --- ---
JHT Core Balanced Series I -5.83 -3.75 -0.76 --- --- ---
JHT Core Allocation Plus II -6.51 -3.75 -0.83 22.57 --- ---
Fidelity Advisor Income Repl 2042 T -6.11 -3.75 -0.54 26.12 --- ---
Davis Appreciation & Income B -7.16 -3.75 -0.50 45.73 -6.99 0.37
Columbia Thermostat B -6.16 -3.75 0.19 30.68 -2.69 1.46
American Century Strat Allc: Mod R -5.52 -3.75 -1.18 17.74 -2.49 2.24
American Century Strat Allc: Mod A LW -5.52 -3.75 -1.12 18.01 -2.31 2.51
American Century Strat Allc: Mod A -5.52 -3.75 -1.12 18.01 -2.31 2.51
Columbia Thermostat C -6.08 -3.76 0.10 30.43 -2.91 1.25
Columbia Thermostat A Load Waived -6.09 -3.76 0.29 31.31 -2.19 2.01
Columbia Thermostat A -6.09 -3.76 0.29 31.31 -2.19 2.01
American Funds Inc Fund of Amer R1 -5.17 -3.76 -0.01 23.34 -5.44 1.15
American Funds Inc Fund of Amer 529C -5.17 -3.76 -0.02 23.28 -5.50 1.10
American Funds Inc Fund of Amer 529B -5.18 -3.76 -0.03 23.29 -5.49 1.09
JHT Core Diversified Gr & Inc Ser II -5.71 -3.77 -1.11 27.17 --- ---
First American Strategy Balanced Allc A -5.89 -3.77 0.00 27.14 -2.12 2.67
First American Strategy Balanced Al A LW -5.89 -3.77 0.00 27.14 -2.12 2.67
American Funds Inc Fund of Amer R2 -5.19 -3.77 -0.02 23.28 -5.51 1.11
American Funds Inc Fund of Amer B -5.19 -3.77 -0.01 23.36 -5.40 1.21
Van Kampen Asset Allocation Moderate C -5.47 -3.78 -0.85 26.73 -3.59 ---
Fidelity Advisor Income Repl 2042 C -6.14 -3.78 -0.65 25.52 --- ---
American Funds Inc Fund of Amer C -5.20 -3.78 -0.01 23.28 -5.43 1.17
Van Kampen Asset Allocation Moderate B -5.38 -3.79 -0.83 26.80 -3.60 ---
MainStay Income Builder B -4.90 -3.80 0.15 17.31 -4.33 0.49
MainStay Income Builder C -4.91 -3.81 0.15 17.23 -4.34 0.46
RidgeWorth Growth Allocation Strategy I -6.17 -3.82 -0.41 22.30 -2.30 2.33
JPMorgan Diversified Sel -5.91 -3.82 -0.36 24.03 -1.62 2.75
HighMark Growth & Income Allocation Fid -5.81 -3.82 -0.44 21.92 -4.29 ---
American Century One Choice: Mod -5.62 -3.82 -0.91 19.70 -2.30 2.79
RidgeWorth Growth Allocation Strategy A -6.19 -3.83 -0.48 21.89 -2.59 2.02
RidgeWorth Growth Allocation Strate A LW -6.19 -3.83 -0.48 21.89 -2.59 2.02
JPMorgan Diversified A Load Waived -5.85 -3.83 -0.43 23.69 -1.89 2.49
JPMorgan Diversified A -5.85 -3.83 -0.43 23.69 -1.89 2.49
HighMark Growth & Income Allocation A LW -5.83 -3.83 -0.45 21.63 -4.51 0.79
HighMark Growth & Income Allocation A -5.83 -3.83 -0.45 21.63 -4.51 0.79
Allianz Glbl Inv Solutions Cr Allc B -5.82 -3.83 -0.30 22.94 -2.70 2.02
Allianz Glbl Inv Solutions Cr Allc C -5.84 -3.84 -0.35 23.13 -2.68 2.03
Northern Inst Glbl Tactical Asset Allc C -5.86 -3.85 -1.40 17.61 -2.54 1.08
Northern Inst Glbl Tactical Asset Allc A -5.86 -3.85 -1.32 17.88 -2.29 1.32
ING Strat Allocation Moderate Port I -6.02 -3.86 -0.86 22.66 -5.49 -0.02
First American Strategy Balanced Allc Y -6.01 -3.88 0.00 27.29 -1.91 2.90
Northern Inst Glbl Tactical Asset Allc D -5.94 -3.90 -1.47 17.42 -2.80 0.83
JPMorgan Investor Growth & Income B -6.01 -3.90 -0.36 23.23 -3.25 1.78
JPMorgan Diversified B -5.92 -3.90 -0.57 23.11 -2.38 1.98
American Century Strat Allc: Mod C -5.67 -3.90 -1.45 17.17 -3.01 1.73
Legg Mason ClearBridge Equity Inc Bldr I -4.30 -3.91 0.58 19.99 -6.30 0.25
JPMorgan Diversified C -5.94 -3.91 -0.55 23.01 -2.39 1.97
JHT Balanced Series I -6.00 -3.91 -0.84 --- --- ---
JHT Balanced NAV -6.00 -3.91 -0.79 --- --- ---
First American Strategy Balanced Allc R -5.95 -3.91 -0.11 26.55 -2.39 2.39
American Century Strat Allc: Mod B -5.68 -3.91 -1.45 17.20 -3.02 1.73
JPMorgan Investor Growth & Income Sel -5.97 -3.92 -0.25 24.19 -2.44 2.62
ING Strategic Allocation Moderate I -6.04 -3.92 -0.88 21.15 -5.91 -0.36
First American Strategy Balanced Allc C -5.97 -3.92 -0.23 26.03 -2.85 1.88
First American Strategy Balanced Allc B -5.98 -3.93 -0.23 25.90 -2.87 1.88
RidgeWorth Growth Allocation Strategy B -6.20 -3.94 -0.59 21.43 -3.04 1.56
JPMorgan Investor Growth & Income C -6.10 -3.95 -0.44 23.18 -3.27 1.76
JennisonDryden Moderate Allocation Z -5.94 -3.95 -0.34 25.25 -2.23 3.21
ING Strategic Allocation Moderate A LW -6.08 -3.95 -0.99 21.60 -6.01 -0.53
ING Strategic Allocation Moderate A -6.08 -3.95 -0.99 21.60 -6.01 -0.53
HighMark Growth & Income Allocation C -5.91 -3.95 -0.68 20.71 -5.20 0.09
Legg Mason ClearBridge Equity Inc Bldr B -4.45 -3.96 0.39 18.79 -7.16 -0.66
JPMorgan Investor Growth & Income A LW -6.06 -3.96 -0.30 23.95 -2.68 2.36
JPMorgan Investor Growth & Income A -6.06 -3.96 -0.30 23.95 -2.68 2.36
ING Strat Allocation Moderate Port Adv -6.01 -3.96 -0.86 22.68 -5.78 ---
RidgeWorth Growth Allocation Strategy C -6.25 -3.97 -0.76 21.03 -3.36 ---
Wells Fargo Advantage Asset Allocation A -5.88 -3.98 -0.97 17.66 -6.17 -0.37
Wells Fargo Advantage Asset Allocat A LW -5.88 -3.98 -0.97 17.66 -6.17 -0.37
Legg Mason ClearBridge Equity Inc Bldr A -4.39 -3.98 0.47 19.61 -6.61 -0.09
Legg Mason ClearBridge Equity Inc B A LW -4.39 -3.98 0.47 19.61 -6.61 -0.09
ING Strategic Allocation Mod O -6.12 -3.98 -0.98 21.63 -6.03 ---
PNC Balanced Allocation I -6.14 -4.00 -2.07 17.15 -4.14 1.30
PNC Balanced Allocation A -6.12 -4.00 -2.14 16.92 -4.36 1.05
Allegiant Balanced Allocation A LW -6.12 -4.00 -2.14 16.92 -4.36 1.05
Direxion PSI Core Strength -6.98 -4.01 -2.59 8.11 -5.55 ---
Frost Strategic Balanced Inst -6.30 -4.02 -0.83 21.84 -1.32 ---
UTC North American -6.26 -4.03 -1.69 13.73 -8.46 -2.23
Legg Mason ClearBridge Equity Inc Bldr C -4.44 -4.03 0.29 18.73 -7.31 -0.85
Wells Fargo Advantage Asset Allc Admin -5.93 -4.04 -0.96 17.85 -5.95 -0.13
JennisonDryden Moderate Allocation R -6.03 -4.04 -0.48 24.63 -2.70 ---
JennisonDryden Moderate Allocation A LW -6.02 -4.04 -0.37 24.98 -2.48 2.97
JennisonDryden Moderate Allocation A -6.02 -4.04 -0.37 24.98 -2.48 2.97
JennisonDryden Moderate Allocation C -6.04 -4.05 -0.54 23.97 -3.20 2.21
JennisonDryden Moderate Allocation B -6.04 -4.05 -0.64 23.97 -3.23 2.21
ING Strategic Allocation Moderate C -6.17 -4.05 -1.20 20.63 -6.72 -1.29
Wells Fargo Advantage Asset Allocation B -5.99 -4.08 -1.20 16.77 -6.87 -1.12
Evolution Alternative Invst -5.56 -4.08 -3.10 1.59 -9.19 ---
Wells Fargo Advantage Asset Allocation C -6.01 -4.09 -1.20 16.74 -6.89 -1.12
ING Strategic Allocation Moderate B -6.12 -4.09 -1.17 20.66 -6.73 -1.29
RiverSource Portfolio Bldr Mod Agrsv A -6.42 -4.10 -0.75 24.89 -3.49 2.05
RiverSource Portfolio Bldr Mod Agrs A LW -6.42 -4.10 -0.75 24.89 -3.49 2.05
Delaware Foundation Moderate Allc I -6.17 -4.10 -0.95 25.04 -0.66 3.27
Delaware Foundation Moderate Allc B -6.17 -4.10 -1.21 23.80 -1.63 2.25
Delaware Foundation Moderate Allc A LW -6.17 -4.10 -1.06 24.78 -0.91 3.02
Delaware Foundation Moderate Allc A -6.17 -4.10 -1.06 24.78 -0.91 3.02
Delaware Foundation Moderate Allc R -6.09 -4.11 -1.09 24.40 -1.17 2.75
Transamerica Asset Allc Mod Gr I -6.31 -4.12 --- --- --- ---
RiverSource Portfolio Bldr Mod Agrsv B -6.45 -4.12 -0.94 23.92 -4.21 1.28
Frost Strategic Balanced A Load Waived -6.40 -4.12 -0.97 21.45 --- ---
Frost Strategic Balanced A -6.40 -4.12 -0.97 21.45 --- ---
Transamerica Asset Allc Mod Gr R -6.33 -4.13 -1.27 24.00 -4.72 ---
RiverSource Portfolio Bldr Mod Agrsv C -6.56 -4.13 -0.93 23.89 -4.21 1.27
PNC Balanced Allocation C -6.26 -4.13 -2.33 16.04 -5.09 0.31
AllianceBern Balance Wealth Strat Adv -6.61 -4.13 -1.02 28.64 -4.35 2.21
TCW Moderate Allocation N -6.78 -4.14 -1.00 19.49 -4.16 ---
AllianceBern Balance Wealth Strat K -6.64 -4.14 -1.10 28.22 -4.66 ---
AllianceBern Balance Wealth Strat I -6.63 -4.14 -1.11 28.59 -4.37 ---
AllianceBern Balance Wealth Strat A LW -6.63 -4.14 -1.20 28.21 -4.65 1.89
AllianceBern Balance Wealth Strat A -6.63 -4.14 -1.20 28.21 -4.65 1.89
AllianceBern Balance Wealth Strat R -6.64 -4.15 -1.20 27.90 -4.98 1.54
Transamerica Asset Allc Interm/Long Hrzn -6.30 -4.19 -1.24 21.83 -6.43 -0.34
Fidelity Asset Manager 70% -6.85 -4.19 -0.50 30.23 -4.01 0.89
Delaware Foundation Moderate Allc C -6.25 -4.19 -1.21 23.73 -1.66 2.25
Thrivent Moderately Agrsv Allocation I -6.87 -4.20 0.11 27.24 -4.68 ---
Transamerica Asset Allc Mod Gr A LW -6.40 -4.21 -1.25 24.22 -4.60 1.95
Transamerica Asset Allc Mod Gr A -6.40 -4.21 -1.25 24.22 -4.60 1.95
Transamerica Asset Allc Mod Gr C -6.32 -4.22 -1.36 23.56 -5.19 1.34
Janus Smart Portfolio Growth I -6.70 -4.22 0.22 --- --- ---
ING Franklin Templeton Founding Strat I -6.27 -4.23 0.13 28.60 --- ---
TCW Moderate Allocation I -6.87 -4.24 -1.12 19.44 -4.17 ---
AllianceBern Balance Wealth Strat C -6.74 -4.24 -1.31 27.28 -5.31 1.18
Fidelity Advisor Asset Manager 70% I -6.85 -4.25 -0.53 30.18 --- ---
Franklin Templeton Founding All Adv -6.25 -4.26 0.48 29.89 -7.34 0.92
Fidelity Advisor Asset Manager 70% A LW -6.86 -4.26 -0.55 29.79 --- ---
Fidelity Advisor Asset Manager 70% A -6.86 -4.26 -0.55 29.79 --- ---
Federated MDT Balanced Institutional -6.55 -4.26 -1.14 15.05 -5.67 0.64
Transamerica Instl Asst Allc Itm/Lg Hrzn -6.28 -4.28 -1.21 21.84 -6.08 0.01
Franklin Templeton Founding All A LW -6.28 -4.28 0.36 29.58 -7.60 0.61
Franklin Templeton Founding All A -6.28 -4.28 0.36 29.58 -7.60 0.61
Federated MDT Balanced K -6.57 -4.28 -1.22 14.28 -6.28 ---
Transamerica Asset Allc Mod Gr B -6.40 -4.30 -1.43 23.42 -5.23 1.26
Pax World Balanced Instl -6.94 -4.30 -1.65 15.66 --- ---
Janus Smart Portfolio Growth J -6.79 -4.31 0.15 29.30 -1.60 ---
Thrivent Moderately Agrsv Allocation A -6.99 -4.32 -0.17 26.56 -5.01 ---
Thrivent Moderately Agrsv Allocatio A LW -6.99 -4.32 -0.17 26.56 -5.01 ---
Janus Smart Portfolio Growth S -6.80 -4.32 0.02 --- --- ---
Janus Smart Portfolio Growth A LW -6.80 -4.32 0.05 --- --- ---
Janus Smart Portfolio Growth A -6.80 -4.32 0.05 --- --- ---
Federated MDT Balanced C -6.64 -4.32 -1.29 13.91 -6.59 ---
Fidelity Advisor Asset Manager 70% T -6.92 -4.33 -0.65 29.38 --- ---
Fidelity Advisor Asset Manager 70% B -6.92 -4.33 -0.75 28.82 --- ---
Pax World Balanced -7.00 -4.34 -1.74 15.34 -4.85 0.60
Fidelity Advisor Asset Manager 70% C -6.94 -4.34 -0.82 28.82 --- ---
AllianceBern Balance Wealth Strat B -6.75 -4.34 -1.40 27.19 -5.37 1.14
Pax World Balanced R -7.00 -4.36 -1.74 15.12 --- ---
Federated MDT Balanced A Load Waived -6.65 -4.36 -1.20 14.70 -5.91 ---
Federated MDT Balanced A -6.65 -4.36 -1.20 14.70 -5.91 ---
Franklin Templeton Founding All R -6.27 -4.37 0.35 29.23 -7.80 0.41
Franklin Templeton Founding All B -6.37 -4.37 0.21 28.67 -8.26 -0.09
Fidelity Dynamic Strategies -7.12 -4.37 -1.30 24.20 --- ---
Fidelity Advisor Dynamic Strategies I -7.12 -4.37 -1.30 24.20 --- ---
ING Franklin Templeton Founding Strat S -6.43 -4.38 -0.13 28.09 --- ---
JHT Franklin Templeton Founding Allc NAV -6.40 -4.39 -0.21 29.27 --- ---
JHT Franklin Templeton Founding Allc II -6.39 -4.39 -0.30 29.05 --- ---
JHT Franklin Templeton Founding Allc I -6.40 -4.39 -0.25 29.20 --- ---
ING Franklin Templeton Founding Str Adv -6.33 -4.39 -0.13 27.62 --- ---
Fidelity Advisor Dynamic Strategies T -7.14 -4.39 -1.40 23.71 --- ---
Wells Fargo Advantage Growth Balanced Ad -6.68 -4.40 -0.61 25.45 -5.81 0.34
Janus Smart Portfolio Growth C -6.91 -4.42 -0.11 --- --- ---
Franklin Templeton Founding All C -6.36 -4.43 0.20 28.50 -8.26 -0.07
MTB Mgd Allocation Moderate Gr A LW -6.78 -4.44 -1.52 21.60 -3.97 0.67
MTB Mgd Allocation Moderate Gr A -6.78 -4.44 -1.52 21.60 -3.97 0.67
Wells Fargo Advantage Growth Balanced A -6.69 -4.45 -0.66 25.09 -6.05 0.09
Wells Fargo Advantage Growth Balanc A LW -6.69 -4.45 -0.66 25.09 -6.05 0.09
AIM Basic Balanced Y -7.23 -4.45 -0.35 32.45 --- ---
AIM Basic Balanced R -7.23 -4.45 -0.47 31.98 -7.56 -1.54
AIM Basic Balanced Inv -7.23 -4.45 -0.41 32.13 -7.35 ---
AIM Basic Balanced Inst -7.24 -4.45 -0.29 32.88 -6.93 -0.84
Wells Fargo Advantage Growth Balanced B -6.72 -4.47 -0.80 24.18 -6.74 -0.65
GuideStone Funds Growth Allocation I GS2 -6.64 -4.49 -1.08 26.07 -4.72 1.45
Wells Fargo Advantage Growth Balanced C -6.72 -4.50 -0.79 24.18 -6.74 -0.65
GuideStone Funds Growth Allocation GS4 -6.77 -4.50 -1.09 25.75 -4.93 1.26
Fidelity Advisor Dynamic Strategies A LW -7.13 -4.50 -1.31 23.93 --- ---
Fidelity Advisor Dynamic Strategies A -7.13 -4.50 -1.31 23.93 --- ---
Fidelity Advisor Dynamic Strategies B -7.15 -4.51 -1.57 23.01 --- ---
ING Oppenheimer Active Allc Svc -6.65 -4.53 -1.15 24.75 --- ---
Fidelity Advisor Dynamic Strategies C -7.30 -4.53 -1.60 22.93 --- ---
Federated Balanced Allocation A LW -7.13 -4.53 -1.17 21.80 -5.39 ---
Federated Balanced Allocation A -7.13 -4.53 -1.17 21.80 -5.39 ---
Federated Balanced Allocation B -7.26 -4.54 -1.39 21.08 -6.09 ---
AIM Basic Balanced A Load Waived -7.23 -4.54 -0.41 32.13 -7.35 -1.31
AIM Basic Balanced A -7.23 -4.54 -0.41 32.13 -7.35 -1.31
Arrow DWA Balanced A Load Waived -6.85 -4.55 -2.21 14.52 -2.56 ---
Arrow DWA Balanced A -6.85 -4.55 -2.21 14.52 -2.56 ---
AIM Basic Balanced C -7.24 -4.55 -0.59 31.25 -8.05 -2.04
AIM Basic Balanced B -7.34 -4.55 -0.59 31.11 -8.06 -2.05
Oppenheimer Active Allc Y -6.87 -4.58 -1.04 25.09 -9.28 ---
MTB Mgd Allocation Moderate Gr B -6.77 -4.58 -1.66 20.66 -4.73 -0.10
Arrow DWA Balanced C -6.91 -4.59 -2.34 13.73 -3.28 ---
Oppenheimer Active Allc A Load Waived -6.83 -4.62 -1.05 24.56 -9.63 ---
Oppenheimer Active Allc A -6.83 -4.62 -1.05 24.56 -9.63 ---
BlackRock Growth Prepared Instl -7.35 -4.63 -0.48 24.29 -3.54 ---
Oppenheimer Active Allc N -6.75 -4.64 -1.08 24.53 -9.79 ---
IMS Dividend Growth -6.08 -4.66 -0.37 18.12 -9.74 -2.84
BlackRock Income Builder Investor A LW -6.30 -4.66 0.25 21.05 --- ---
BlackRock Income Builder Investor A -6.30 -4.66 0.25 21.05 --- ---
Federated Balanced Allocation C -7.27 -4.67 -1.38 21.12 -6.07 ---
ING Solution Growth I -6.91 -4.68 -1.36 23.62 --- ---
Russell LifePoints Growth Strategy R1 -6.98 -4.69 -0.70 27.57 -6.34 ---
SAAT Aggressive Strategy I -7.14 -4.70 -0.62 29.56 -9.23 -0.71
Oppenheimer Active Allc C -6.95 -4.70 -1.25 23.71 -10.33 ---
Oppenheimer Active Allc B -6.94 -4.70 -1.33 23.57 -10.39 ---
BlackRock Growth Prepared R -7.45 -4.70 -0.75 23.48 -4.09 ---
SAAT Aggressive Strategy A -6.99 -4.71 -0.44 29.98 -8.98 -0.36
Russell LifePoints Growth Strategy R2 -6.91 -4.71 -0.75 27.36 -6.55 ---
Russell LifePoints Growth Strategy E -7.02 -4.72 -0.86 27.26 -6.55 1.17
Russell LifePoints Growth Strategy A LW -6.92 -4.72 -0.75 27.31 -6.55 1.18
Russell LifePoints Growth Strategy A -6.92 -4.72 -0.75 27.31 -6.55 1.18
ING Solution Growth S -6.97 -4.72 -1.38 23.40 --- ---
Franklin Templeton Growth Target Adv -7.07 -4.73 -0.98 26.54 -2.25 ---
BlackRock Growth Prepared C -7.41 -4.73 -0.79 22.88 -4.56 ---
Franklin Templeton Growth Target A LW -7.08 -4.74 -1.04 26.20 -2.49 3.64
Franklin Templeton Growth Target A -7.08 -4.74 -1.04 26.20 -2.49 3.64
Russell LifePoints Growth Strategy C -6.98 -4.77 -1.00 26.42 -7.25 0.42
BlackRock Income Builder Institutional -6.30 -4.77 0.19 21.28 --- ---
Franklin Templeton Growth Target R -7.08 -4.78 -1.11 25.82 -2.71 3.40
BlackRock Income Builder Investor C -6.31 -4.78 -0.06 20.15 --- ---
BlackRock Growth Prepared A Load Waived -7.41 -4.78 -0.71 23.72 -3.89 ---
BlackRock Growth Prepared A -7.41 -4.78 -0.71 23.72 -3.89 ---
Elfun Diversified -6.82 -4.79 -1.68 17.86 -4.61 1.25
Russell LifePoints Growth Strategy S -6.98 -4.80 -0.82 27.56 -6.34 1.42
GE Investments Funds Total Return 1 -6.89 -4.81 -1.79 17.30 -3.77 1.62
Russell LifePoints Growth Strategy R3 -7.00 -4.82 -0.90 26.87 -6.80 0.92
GE Investments Funds Total Return 2 -6.92 -4.82 -1.83 17.24 -3.82 ---
Franklin Templeton Growth Target C -7.13 -4.82 -1.17 25.25 -3.20 2.88
ING Solution Growth Adv -7.00 -4.85 -1.63 22.77 --- ---
GE Instl Strategic Investment Svc -6.93 -4.85 -1.92 17.39 -3.70 ---
GE Investments Funds Total Return 3 -6.91 -4.88 -1.89 17.07 -3.91 ---
RiverSource Strategic Allocation R4 -7.62 -4.89 -1.66 17.87 -6.07 1.23
RiverSource Strategic Allocation A LW -7.52 -4.89 -1.57 17.80 -6.21 1.05
RiverSource Strategic Allocation A -7.52 -4.89 -1.57 17.80 -6.21 1.05
RiverSource Strategic Allocation R5 -7.63 -4.90 -1.60 18.17 -5.90 ---
RiverSource Strategic Allocation R3 -7.53 -4.90 -1.61 17.68 -6.18 ---
GE Instl Strategic Investment Inv -6.98 -4.92 -1.88 17.58 -3.44 2.00
RiverSource Strategic Allocation B -7.60 -4.94 -1.77 16.94 -6.93 0.28
GE Total Return Y -7.01 -4.94 -1.88 17.48 -4.17 1.63
RiverSource Strategic Allocation C -7.63 -4.97 -1.77 16.91 -6.92 0.28
GE Total Return R -7.07 -4.98 -2.00 16.88 --- ---
GE Total Return A Load Waived -7.08 -4.99 -1.98 17.17 -4.41 1.24
GE Total Return A -7.08 -4.99 -1.98 17.17 -4.41 1.24
GE Total Return B -7.10 -5.05 -2.11 16.31 -5.12 0.48
GE Total Return C -7.10 -5.07 -2.14 16.28 -5.13 0.48
Accessor Strategic Alternatives Inv -6.79 -5.08 -2.53 12.32 --- ---
Accessor Strategic Alternatives Instl -6.88 -5.08 -2.64 12.16 --- ---
Waddell & Reed InvestEd Growth A LW -7.33 -5.12 -1.84 21.24 -1.14 3.96
Waddell & Reed InvestEd Growth A -7.33 -5.12 -1.84 21.24 -1.14 3.96
Wells Fargo Advantage WB Growth Balanced -7.77 -5.16 -1.38 28.12 -6.68 -0.15
Virtus AlphaSector Rotation A LW -7.98 -5.18 -0.67 20.94 -6.09 0.32
Virtus AlphaSector Rotation A -7.98 -5.18 -0.67 20.94 -6.09 0.32
ESG Managers Growth Port Inst -5.95 -5.20 --- --- --- ---
Villere Balanced Inv -7.71 -5.23 0.87 30.33 -3.93 0.36
First American Strat Growth Allc Y -7.51 -5.23 -0.97 26.50 -3.43 2.47
Evergreen Diversified Capital Builder C -10.10 -5.24 -1.96 22.43 -9.12 -2.91
Evergreen Diversified Capital Builder A -10.10 -5.24 -1.77 23.36 -8.43 -2.20
Evergreen Diversified Capital Build A LW -10.10 -5.24 -1.77 23.36 -8.43 -2.20
First American Strat Growth Allc A LW -7.54 -5.25 -0.96 26.20 -3.66 2.24
First American Strat Growth Allc A -7.54 -5.25 -0.96 26.20 -3.66 2.24
Evergreen Diversified Capital Builder I -10.15 -5.26 -1.71 23.81 -8.22 -1.95
Virtus AlphaSector Rotation I -7.98 -5.27 -0.67 --- --- ---
Virtus AlphaSector Rotation C -8.04 -5.31 -0.80 20.07 -6.81 -0.43
First American Strat Growth Allc C -7.59 -5.35 -1.17 25.22 -4.39 1.46
First American Strat Growth Allc B -7.60 -5.36 -1.15 25.22 -4.40 1.46
Evergreen Diversified Capital Builder B -10.21 -5.38 -1.95 22.88 -9.00 -2.86
First American Strat Growth Allc R -7.61 -5.39 -1.06 25.77 -3.93 1.97
Leuthold Asset Allocation Instl -9.03 -6.14 -2.33 23.40 -2.57 ---
Leuthold Asset Allocation Retail -9.13 -6.15 -2.33 23.21 -2.78 ---
Appleton Group Plus -8.70 -6.33 -1.20 0.22 -4.83 ---
Old Westbury Real Return -10.32 -6.59 -2.90 14.58 -3.00 ---
Leuthold Core Investment I -9.48 -7.04 -3.86 18.20 0.30 ---
Federated Stock & Bond Instl -9.19 -7.14 -3.56 --- --- ---
Leuthold Core Investment Retail -9.53 -7.15 -3.98 18.01 0.18 5.60
Federated Stock & Bond K -9.25 -7.20 -3.73 14.19 -2.81 1.10
Federated Stock & Bond C -9.26 -7.20 -3.76 13.88 -3.10 0.80
Federated Stock & Bond A Load Waived -9.25 -7.21 -3.63 14.66 -2.35 1.58
Federated Stock & Bond A -9.25 -7.21 -3.63 14.66 -2.35 1.58
Federated Stock & Bond B -9.29 -7.23 -3.81 13.83 -3.13 0.77
Aston/New Century Absolute Return ETF N -10.89 -7.40 -3.71 12.48 --- ---
Foxhall Global Trends -13.03 -9.21 -3.50 -2.59 -3.52 3.30
Arrow DWA Tactical A Load Waived -13.07 -9.94 -5.74 15.03 --- ---
Arrow DWA Tactical A -13.07 -9.94 -5.74 15.03 --- ---
Arrow DWA Tactical C -13.18 -10.14 -5.90 14.15 --- ---
Aberdeen Optimal Allocations Mod I/S --- --- --- --- --- ---
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