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Data through 6/21/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 1.09 6.35 3.17 10.98 4.04 8.40
Roumell Opportunistic Value Instl 1.91 13.39 6.84 30.74 -1.09 3.92
Roumell Opportunistic Value A 1.82 13.18 6.82 30.40 -1.33 3.68
Roumell Opportunistic Value C 1.63 12.67 6.56 29.25 -2.08 ---
Plumb Balanced 2.35 12.56 6.41 18.14 6.96 10.48
Virtus Strategic Allocation A 1.76 11.75 6.21 11.67 2.06 6.70
Virtus Tactical Allocation A 1.39 11.54 5.75 12.97 1.96 7.31
Virtus Strategic Allocation C 1.71 11.33 6.00 10.89 1.29 5.90
Virtus Tactical Allocation C 1.24 11.15 5.65 12.15 1.21 6.51
T. Rowe Price Balanced I 1.69 10.21 5.32 14.43 --- ---
T. Rowe Price Balanced 1.73 10.16 5.28 14.28 5.72 10.10
Manning & Napier Pro-Blend Extnd Term I 1.43 10.13 4.39 10.44 2.39 8.08
Manning & Napier Pro-Blend Extnd Term S 1.33 9.97 4.26 10.12 2.13 7.80
Manning & Napier Pro-Blend Extnd Term R 1.38 9.93 4.24 9.92 1.87 7.53
VALIC Company I Dynamic Allocation 2.24 9.85 5.14 13.12 3.36 ---
Vanguard STAR Inv 1.68 9.80 5.22 14.34 5.82 10.01
VY® T. Rowe Price Capital Apprec R6 2.04 9.69 4.45 12.92 --- ---
T. Rowe Price Capital Appreciation I 2.10 9.69 4.47 13.02 --- ---
VY® T. Rowe Price Capital Apprec I 2.08 9.65 4.45 12.93 9.61 13.44
Sit Balanced 1.96 9.65 4.79 13.46 7.17 9.79
T. Rowe Price Capital Appreciation 2.06 9.62 4.44 12.87 9.52 13.33
JHFunds2 Capital Appreciation Value NAV 2.11 9.59 4.40 12.81 9.38 13.20
T. Rowe Price Personal Strat Bal I 1.63 9.58 4.94 14.22 --- ---
VY® T. Rowe Price Capital Apprec S 2.05 9.53 4.41 12.65 9.33 13.15
T. Rowe Price Personal Strat Bal 1.63 9.53 4.90 14.07 5.50 9.96
Manning & Napier Pro-Blend Extnd Term R2 1.26 9.53 4.01 9.28 1.34 6.99
Fidelity Asset Manager® 70% 0.99 9.48 4.53 14.70 5.20 10.00
VY® T. Rowe Price Capital Apprec S2 2.06 9.47 4.37 12.49 9.17 12.99
T. Rowe Price Capital Appreciation Adv 2.01 9.44 4.34 12.51 9.19 12.99
Fidelity Advisor Asset Manager® 70% I 0.99 9.43 4.53 14.68 5.16 9.96
AMG Managers Montag & Caldwell Balancd I 1.94 9.40 4.64 6.59 5.08 7.48
VY® T. Rowe Price Capital Apprec A 2.05 9.37 4.31 12.27 8.96 12.77
Columbia Capital Allocation Mod Agrsv R5 1.49 9.35 4.92 14.15 6.03 ---
Fidelity Advisor Asset Manager® 70% A 0.99 9.34 4.43 14.33 4.88 9.66
AMG Managers Montag & Caldwell Balancd N 1.98 9.33 4.59 6.55 5.00 7.39
Columbia Capital Allocation Mod Agrsv Z 1.50 9.32 4.95 14.08 5.95 9.62
Columbia Capital Allocation Mod Agrsv R4 1.49 9.32 4.90 14.03 5.94 ---
Columbia Capital Allocation Mod Agrsv Y 1.44 9.30 4.87 14.14 6.06 ---
Fidelity Advisor Asset Manager® 70% M 0.99 9.23 4.38 14.05 4.61 9.38
Columbia Capital Allocation Mod Agrsv K 1.43 9.21 4.83 13.75 5.74 ---
American Funds Balanced Portfolio R6 1.34 9.20 4.44 12.12 6.01 10.11
American Funds Balanced Portfolio R5 1.34 9.19 4.43 12.06 5.96 10.07
Columbia Capital Allocation Mod Agrsv V 1.42 9.16 4.79 13.68 5.68 9.31
Columbia Capital Allocation Mod Agrsv A 1.42 9.16 4.79 13.68 5.67 9.34
American Funds Balanced Portfolio 529F1 1.34 9.16 4.47 11.93 5.84 9.94
American Funds Balanced Portfolio R5E 1.35 9.10 4.42 11.94 --- ---
American Funds Balanced Portfolio F2 1.34 9.10 4.42 12.02 5.89 10.02
Value Line Asset Allocation Instl 1.46 9.09 4.65 11.42 --- ---
Fidelity® Puritan® 1.64 9.08 4.46 13.67 6.71 10.73
American Funds Balanced Portfolio A 1.35 9.07 4.38 11.80 5.68 9.78
Fidelity® Puritan® K 1.59 9.06 4.44 13.74 6.79 10.83
American Funds Balanced Portfolio R4 1.35 9.06 4.38 11.78 5.66 9.76
American Funds Balanced Portfolio F1 1.35 9.05 4.37 11.73 5.63 9.74
Columbia Capital Allocation Mod Agrsv R 1.43 9.01 4.74 13.42 5.41 9.07
Value Line Asset Allocation Investor 1.43 8.98 4.56 11.13 6.33 10.13
American Funds Balanced Portfolio 529A 1.28 8.98 4.37 11.64 5.57 9.69
Fidelity Advisor® Balanced Z 1.39 8.97 4.47 14.63 6.91 ---
Fidelity Advisor Asset Manager® 70% C 0.90 8.95 4.26 13.46 4.10 8.84
Fidelity® Balanced K 1.40 8.94 4.48 14.37 6.86 10.92
Fidelity® Balanced 1.40 8.92 4.46 14.31 6.76 10.80
Janus Henderson Balanced Instl 2.71 8.91 4.26 14.68 5.87 10.08
American Funds Balanced Portfolio 529E 1.28 8.90 4.29 11.45 5.33 9.41
Janus Henderson Balanced N 2.69 8.89 4.19 14.70 5.94 10.02
Fidelity Advisor® Balanced I 1.34 8.89 4.39 14.43 6.75 10.70
Virtus Herzfeld I 1.02 8.88 4.06 17.31 6.00 ---
UBS US Allocation P 1.94 8.86 4.26 15.12 6.71 10.94
American Funds Balanced Portfolio R3 1.28 8.86 4.33 11.40 5.31 9.41
Janus Henderson Balanced I 2.69 8.83 4.13 14.61 5.85 9.94
Janus Henderson Balanced D 2.69 8.81 4.15 14.55 5.78 9.86
Savos Dynamic Hedging 2.45 8.79 3.71 14.63 --- ---
Columbia Capital Allocation Mod Agrsv B 1.45 8.79 4.64 12.92 4.90 8.52
American Funds Balanced Portfolio R2E 1.21 8.79 4.26 11.24 --- ---
Janus Henderson Balanced T 2.69 8.77 4.14 14.47 5.68 9.76
Fidelity Advisor® Balanced A 1.37 8.76 4.35 14.12 6.49 10.41
Virtus Herzfeld A 1.02 8.73 3.99 17.05 5.74 ---
UBS US Allocation A 1.93 8.73 4.23 14.80 6.42 10.64
Columbia Capital Allocation Mod Agrsv C 1.34 8.71 4.64 12.87 4.88 8.53
JPMorgan Diversified L 1.33 8.70 4.37 13.25 5.22 9.80
Janus Henderson Balanced A 2.66 8.70 4.07 14.31 5.57 9.63
TIAA-CREF Lifestyle Moderate Instl 1.27 8.66 4.40 12.68 5.37 9.38
TIAA-CREF Lifestyle Moderate Advisor 1.27 8.65 4.39 12.64 --- ---
American Funds Balanced Portfolio R2 1.28 8.63 4.17 10.96 4.84 8.94
American Funds Balanced Portfolio C 1.21 8.63 4.17 10.96 4.87 8.94
RiverNorth Core Opportunity I 0.84 8.62 3.55 15.31 --- ---
Janus Henderson Balanced S 2.66 8.61 4.06 14.16 5.42 9.48
American Funds Balanced Portfolio 529C 1.21 8.61 4.15 10.77 4.75 8.83
TIAA-CREF Lifestyle Moderate Premier 1.27 8.60 4.43 12.59 5.26 9.24
Fidelity Advisor® Balanced M 1.30 8.60 4.24 13.86 6.23 10.16
American Funds Balanced Portfolio R1 1.21 8.60 4.15 10.83 4.83 8.92
TIAA-CREF Managed Allc Inst 1.23 8.59 4.32 12.83 5.50 9.40
JPMorgan Diversified I 1.33 8.56 4.30 12.96 4.97 9.54
RiverNorth Core Opportunity R 0.84 8.55 3.57 15.12 4.39 8.72
InvestEd Balanced 1.21 8.55 4.10 11.88 4.08 8.23
Oppenheimer Moderate Inv Y 1.37 8.54 4.32 12.11 4.31 8.38
TIAA-CREF Lifestyle Moderate Retirement 1.20 8.52 4.34 12.41 5.11 9.11
TIAA-CREF Lifestyle Moderate Retail 1.28 8.51 4.33 12.40 5.09 9.08
Janus Henderson Balanced R 2.61 8.50 3.96 13.82 5.15 9.21
Fidelity Asset Manager® 60% 0.92 8.46 4.15 12.81 4.88 8.94
TIAA-CREF Managed Allc R 1.23 8.45 4.26 12.57 5.25 9.15
Fidelity Advisor Asset Manager® 60% I 0.92 8.45 4.15 12.88 4.87 8.89
TIAA-CREF Managed Allc Retail 1.31 8.41 4.33 12.61 5.25 9.15
JPMorgan Diversified A 1.28 8.41 4.26 12.68 4.70 9.27
Fidelity Advisor® Balanced C 1.28 8.41 4.14 13.28 5.69 9.60
Virtus Herzfeld C 0.94 8.39 3.75 16.19 4.94 ---
UBS US Allocation C 1.86 8.34 4.01 13.94 5.63 9.80
Janus Henderson Balanced C 2.59 8.31 3.91 13.53 4.83 8.84
Oppenheimer Moderate Inv A 1.29 8.30 4.26 11.70 4.06 8.10
Fidelity Advisor Asset Manager® 60% A 0.92 8.30 4.07 12.58 4.59 8.60
George Putnam Balanced R6 1.28 8.29 4.05 14.19 6.79 ---
Transamerica Asset Allocation Mod Gr I 0.96 8.28 3.94 13.45 5.56 9.78
MFS Moderate Allocation I 1.32 8.28 4.45 10.47 4.57 8.41
Franklin Moderate Allocation Advisor 1.07 8.27 3.67 12.00 3.90 7.57
George Putnam Balanced R5 1.31 8.25 4.07 14.09 6.69 ---
Fidelity Advisor Asset Manager® 60% M 0.93 8.24 4.00 12.28 4.32 8.33
George Putnam Balanced Y 1.31 8.23 4.02 14.05 6.67 10.34
Franklin Moderate Allocation A 1.07 8.21 3.67 11.67 3.63 7.30
MFS Moderate Allocation R4 1.22 8.20 4.39 10.42 4.55 8.41
Oppenheimer Moderate Inv R 1.30 8.16 4.11 11.42 3.81 7.82
JPMorgan Diversified C 1.23 8.14 4.10 12.14 4.18 8.71
Villere Balanced Inv 0.55 8.13 6.41 13.48 0.63 7.87
Wilmington Strategic Allc Mod Instl 1.55 8.10 4.32 11.29 3.79 7.04
Transamerica Asset Allocation Mod Gr A 0.88 8.10 3.85 13.07 5.28 9.47
MFS Moderate Allocation 529A 1.23 8.10 4.34 10.14 4.27 8.08
Franklin Moderate Allocation R 1.08 8.10 3.62 11.45 3.39 7.04
Alger Balanced I-2 1.78 8.09 3.82 14.12 7.36 9.41
MFS Moderate Allocation R3 1.23 8.07 4.36 10.15 4.30 8.14
MFS Moderate Allocation A 1.22 8.07 4.33 10.13 4.29 8.14
George Putnam Balanced A 1.25 8.07 3.97 13.76 6.38 10.06
Calvert Moderate Allocation I 1.40 8.05 4.27 13.61 --- ---
Wells Fargo Growth Balanced Admin 1.70 8.03 4.05 12.50 5.73 10.92
JHancock Multimanager Lifestyle Bal R5 1.11 8.02 3.95 12.92 4.31 8.58
JHancock Multimanager Lifestyle Bal R6 1.12 8.01 3.92 13.00 4.38 8.64
JHancock Multimanager Lifestyle Bal 5 1.05 8.01 3.92 12.99 4.38 8.66
Oppenheimer Moderate Inv C 1.23 8.00 3.99 10.93 3.28 7.29
JHancock Multimanager Lifestyle Bal 1 1.12 8.00 3.98 13.02 4.33 8.63
MFS Moderate Allocation R2 1.25 7.99 4.30 9.87 4.05 7.86
Calvert Moderate Allocation Y 1.35 7.99 4.28 13.49 --- ---
JHancock Multimanager Lifestyle Bal I 1.12 7.98 3.90 12.87 --- ---
Wilmington Strategic Allc Mod A 1.49 7.97 4.25 11.02 3.53 6.73
American Century Strat Allc: Mod R6 1.23 7.97 3.88 12.09 4.88 ---
Schwab Balanced 1.84 7.96 4.19 13.03 6.29 9.38
Fidelity Advisor Asset Manager® 60% C 0.85 7.95 3.87 11.72 3.77 7.77
George Putnam Balanced R 1.25 7.94 3.87 13.52 6.12 9.78
Columbia Balanced Y 1.80 7.93 4.06 11.84 7.11 ---
Columbia Balanced R5 1.81 7.92 4.06 11.78 7.07 11.16
PNC Balanced Allocation I 1.53 7.91 4.35 10.56 4.33 8.32
JHancock Multimanager Lifestyle Bal R4 1.12 7.91 3.91 12.72 4.10 8.36
Wells Fargo Growth Balanced A 1.65 7.89 3.97 12.20 5.47 10.64
Transamerica Asset Allocation Mod Gr R 0.89 7.89 3.80 12.77 5.00 9.21
Sentinel Balanced I 1.94 7.89 3.51 13.08 6.06 9.82
Hartford Checks and Balances R5 1.91 7.89 3.82 13.66 5.97 11.02
Columbia Balanced R4 1.82 7.89 4.06 11.73 6.97 ---
Oppenheimer Moderate Inv B 1.22 7.88 4.03 10.89 3.25 7.26
Columbia Balanced Z 1.82 7.88 4.04 11.73 6.95 11.05
Calvert Moderate Allocation A 1.35 7.87 4.22 13.16 5.34 9.41
JHancock Multimanager Lifestyle Bal A 1.11 7.86 3.87 12.54 3.95 8.21
PNC Balanced Allocation T 1.59 7.84 4.23 10.43 --- ---
PNC Balanced Allocation A 1.60 7.81 4.34 10.29 4.06 8.04
George Putnam Balanced M 1.20 7.81 3.79 13.16 5.85 9.50
Franklin Moderate Allocation C 1.04 7.80 3.51 10.93 2.86 6.51
State Street Instl Strategic Invmt Inv 1.12 7.79 3.71 11.50 4.25 8.27
Columbia Balanced K 1.80 7.79 4.00 11.51 6.78 10.87
Hartford Checks and Balances I 1.91 7.78 3.82 13.63 5.94 10.97
BNY Mellon Asset Allocation M 1.72 7.78 3.91 12.57 4.38 8.33
American Century Strat Allc: Mod Inv 1.14 7.78 3.78 11.68 4.55 8.39
USAA Cornerstone Moderately Agrsv 0.85 7.77 3.72 10.59 2.19 6.49
Columbia Balanced A 1.80 7.76 3.97 11.46 6.69 10.77
American Century One Choice Mod Inv 1.06 7.74 3.58 11.71 4.66 8.66
JHancock Multimanager Lifestyle Bal R2 1.05 7.73 3.79 12.42 3.83 8.08
Hartford Checks and Balances A 1.91 7.73 3.77 13.40 5.68 10.70
AMG Chicago Equity Partners Balanced Z 1.70 7.73 3.92 11.43 6.25 9.48
American Century Strat Allc: Mod I 1.04 7.73 3.69 11.74 4.72 8.58
Transamerica Asset Allocation Mod Gr C 0.81 7.72 3.64 12.21 4.52 8.69
Sentinel Balanced A 1.88 7.72 3.47 12.77 5.83 9.58
MFS Moderate Allocation B 1.18 7.72 4.14 9.34 3.52 7.33
MFS Moderate Allocation C 1.18 7.71 4.17 9.34 3.53 7.33
George Putnam Balanced B 1.18 7.70 3.76 12.88 5.58 9.22
MFS Moderate Allocation R1 1.21 7.68 4.13 9.34 3.52 7.32
George Putnam Balanced C 1.18 7.68 3.75 12.90 5.60 9.23
American Century Strat Allc: Mod A 1.08 7.68 3.58 11.43 4.27 8.12
State Street Instl Strategic Invmt Svc 1.13 7.67 3.74 11.32 3.99 8.01
JHancock Multimanager Lifestyle Bal R3 1.05 7.67 3.82 12.30 3.68 7.92
MFS Moderate Allocation 529C 1.19 7.66 4.15 9.24 3.47 7.28
MFS Moderate Allocation 529B 1.19 7.66 4.18 9.27 3.48 7.28
JHancock Multimanager Lifestyle Bal R1 1.05 7.66 3.80 12.21 3.58 7.81
Elfun Diversified 1.21 7.65 3.71 11.45 4.18 8.22
Transamerica Asset Allocation Mod Gr B 0.79 7.64 3.64 12.14 4.43 8.59
Nuveen Strategy Growth Allocation I 0.72 7.63 3.63 11.83 4.15 9.38
Hartford Checks and Balances R4 1.92 7.63 3.66 13.27 5.62 10.64
Columbia Balanced R 1.76 7.63 3.90 11.15 6.43 10.50
AMG Chicago Equity Partners Balanced I 1.70 7.63 3.90 11.32 6.17 ---
Vanguard LifeStrategy Moderate Gr Inv 1.17 7.62 3.79 11.38 5.21 8.76
BNY Mellon Asset Allocation Inv 1.77 7.62 3.91 12.34 4.16 8.08
BMO Balanced Allocation R6 1.17 7.59 3.60 12.47 4.48 ---
AMG Chicago Equity Partners Balanced N 1.72 7.59 3.83 11.18 6.00 9.21
PNC Balanced Allocation C 1.56 7.54 4.18 9.57 3.36 7.31
Hartford Balanced R5 1.45 7.54 3.64 10.74 5.86 10.16
American Century One Choice Mod R 1.06 7.54 3.53 11.23 --- ---
Wells Fargo WealthBuilder Gr Bal C 1.13 7.52 4.00 12.10 3.69 8.27
Wells Fargo Growth Balanced C 1.61 7.52 3.78 11.38 4.68 9.82
Hartford Balanced Y 1.45 7.52 3.67 10.76 5.91 10.23
Voya Retirement Moderate Growth Port I 1.16 7.48 3.65 11.67 4.70 8.77
Nuveen Strategy Growth Allocation A 0.73 7.48 3.65 11.61 3.92 9.12
JHancock Multimanager Lifestyle Bal C 1.05 7.47 3.70 11.77 3.21 7.43
Catalyst/SMH Total Return Income I 1.24 7.47 2.63 26.18 -3.49 ---
BMO Balanced Allocation I 1.06 7.47 3.49 12.30 4.31 ---
BlackRock Balanced Capital Instl 1.35 7.47 3.49 15.57 7.26 11.20
American Century Strat Allc: Mod R 1.16 7.46 3.53 11.07 3.98 7.85
Hartford Checks and Balances R3 1.82 7.45 3.59 12.95 5.29 10.32
Hartford Balanced I 1.43 7.45 3.65 10.63 --- ---
Calvert Moderate Allocation C 1.25 7.45 3.95 12.32 4.54 8.59
American Funds American Balanced R6 1.60 7.45 3.66 12.10 7.37 11.59
Voya Balanced Port I 0.90 7.44 3.82 12.73 4.61 9.10
American Funds American Balanced R5 1.58 7.42 3.65 12.03 7.32 11.53
USAA Cornerstone Moderate 0.93 7.41 3.60 9.94 2.29 6.14
Nuveen Strategy Growth Allocation R3 0.74 7.41 3.62 11.31 3.66 8.85
Tributary Balanced Instl Plus 1.47 7.40 3.47 10.26 4.49 9.08
JHancock Multimanager Lifestyle Bal B 0.98 7.40 3.64 11.70 3.20 7.41
American Funds American Balanced R5E 1.57 7.40 3.63 11.91 --- ---
American Funds American Balanced F2 1.57 7.40 3.63 11.99 7.27 11.47
American Funds American Balanced 529F 1.61 7.40 3.64 11.97 7.22 11.40
Columbia Balanced C 1.72 7.39 3.78 10.60 5.89 9.95
Hartford Checks and Balances C 1.82 7.37 3.50 12.55 4.90 9.88
Eventide Multi-Asset Income I 0.95 7.37 4.25 9.88 --- ---
Columbia Balanced B 1.70 7.37 3.76 10.58 5.88 9.94
American Century Strat Allc: Mod C 1.04 7.36 3.56 10.54 3.48 7.32
Voya Solution Balanced Port R6 1.00 7.35 3.60 11.88 --- ---
Hartford Balanced R4 1.41 7.35 3.60 10.41 5.54 9.83
BMO Balanced Allocation Y 1.06 7.35 3.49 11.95 4.04 ---
Sentinel Balanced C 1.82 7.34 3.27 11.97 5.02 8.74
Hartford Balanced A 1.38 7.33 3.58 10.33 5.49 9.78
BlackRock Balanced Capital Inv A 1.32 7.32 3.42 15.21 6.95 10.88
American Funds American Balanced A 1.57 7.30 3.63 11.77 7.07 11.25
Eventide Multi-Asset Income N 0.94 7.29 4.20 9.73 --- ---
Voya Retirement Moderate Growth Port A 1.16 7.28 3.55 11.18 4.29 8.34
Tributary Balanced Instl 1.41 7.28 3.38 9.99 4.29 8.85
American Funds American Balanced R4 1.55 7.28 3.58 11.70 7.00 11.19
Voya Balanced Port S 0.91 7.27 3.77 12.50 4.37 8.83
Sextant Core 1.16 7.27 3.29 8.47 2.20 5.47
Eventide Multi-Asset Income A 0.93 7.27 4.29 9.68 --- ---
American Funds American Balanced 529A 1.55 7.27 3.58 11.71 6.97 11.15
American Funds American Balanced F1 1.55 7.26 3.61 11.70 6.99 11.19
Hartford Checks and Balances B 1.82 7.24 3.50 12.42 4.81 9.82
Green Century Balanced 1.93 7.24 4.41 12.18 4.97 9.65
Voya Solution Balanced Port I 1.00 7.23 3.49 11.88 4.92 8.88
BMO Balanced Allocation R3 1.06 7.23 3.49 11.72 3.80 ---
Hartford Balanced R3 1.41 7.22 3.51 10.08 5.23 9.52
Voya Solution Balanced Port S2 1.03 7.21 3.48 11.52 4.51 8.48
Fidelity Managed Retirement 2025 0.92 7.21 3.65 12.44 5.01 9.53
Fidelity Advisor Managed Retiremt 2025 I 0.92 7.21 3.67 12.44 5.02 9.54
Voya Solution Balanced Port S 1.03 7.19 3.47 11.62 4.65 8.62
Prudential Moderate Allocation Z 1.32 7.18 3.98 12.49 4.07 8.54
Scharf Balanced Opportunity Instl 1.40 7.17 3.16 9.60 4.72 ---
Nuveen Strategy Growth Allocation C 0.66 7.15 3.41 10.73 3.13 8.30
Madison Moderate Allocation A 1.12 7.15 3.63 10.41 4.65 8.14
Catalyst/SMH Total Return Income A 0.99 7.11 2.33 25.88 -3.79 2.00
American Funds American Balanced 529E 1.53 7.11 3.52 11.41 6.70 10.88
Ladenburg Growth & Income I 1.49 7.10 3.52 10.27 --- ---
Hartford Balanced HLS IA 1.48 7.10 3.59 10.05 5.79 10.25
American Funds American Balanced R3 1.52 7.10 3.51 11.40 6.69 10.87
Fidelity Advisor Managed Retiremt 2025 A 0.90 7.09 3.59 12.16 4.75 9.26
BlackRock Balanced Capital R 1.24 7.09 3.31 14.83 6.56 10.49
American Funds Retire Inc Port-Enh R5E 1.16 7.09 3.29 10.05 --- ---
1919 Socially Responsive Balanced I 1.69 7.09 3.98 11.46 4.85 8.96
Pioneer Solutions Balanced Y 0.93 7.07 3.64 8.99 2.15 7.07
Voya Solution Balanced Port A 1.04 7.06 3.52 11.44 4.41 8.36
EValuator Moderate RMS Service 1.56 7.06 3.75 11.31 --- ---
BlackRock 60/40 Target Allocation K 1.19 7.04 3.57 11.07 --- ---
American Funds American Balanced R2E 1.53 7.04 3.48 11.24 --- ---
Transamerica Multi-Managed Balanced R6 1.53 7.03 3.26 12.17 --- ---
Prudential Moderate Allocation A 1.25 7.03 3.91 12.24 3.79 8.26
American Funds Retire Inc Port-Enh R6 1.07 7.03 3.24 10.12 --- ---
Scharf Balanced Opportunity Retail 1.40 7.02 3.10 9.33 --- ---
Ladenburg Growth & Income A 1.47 7.02 3.45 10.52 --- ---
Principal SAM Balanced Inst 0.84 7.00 3.33 11.04 4.64 8.90
Hartford Balanced C 1.34 7.00 3.41 9.58 4.76 9.00
American Funds Retire Inc Port-Enh F2 1.16 7.00 3.31 10.09 --- ---
Voya Strategic Allocation Mod Port I 0.95 6.98 3.30 11.47 4.66 9.10
Transamerica Partners Instl Balanced 1.56 6.98 3.27 12.24 6.64 10.19
Pioneer Solutions Balanced A 0.94 6.98 3.51 8.72 1.92 6.79
State Farm Equity & Bond Premier 1.87 6.97 3.91 11.14 6.37 9.76
Pioneer Classic Balanced K 1.47 6.97 3.43 12.40 --- ---
Fidelity Simplicity RMD 2020 0.89 6.97 3.55 12.09 4.93 9.25
Fidelity Advisor Simplicity RMD 2020 I 0.89 6.97 3.53 12.09 4.93 9.25
American Funds Retire Inc Port-Enh R5 1.07 6.97 3.19 9.86 --- ---
American Funds Retire Inc Port-Enh R2E 1.07 6.97 3.19 9.89 --- ---
Transamerica Multi-Mgd Balanced I 1.53 6.96 3.23 12.05 6.46 9.97
State Farm Equity & Bond A 1.89 6.96 3.86 11.13 6.34 9.73
Hartford Balanced HLS IB 1.46 6.96 3.54 9.78 5.53 9.98
Fidelity Advisor Managed Retiremt 2025 M 0.87 6.96 3.54 11.87 4.49 8.99
EValuator Moderate RMS R4 1.56 6.96 3.75 11.03 --- ---
American Funds Retire Inc Port-Enh R4 1.07 6.96 3.26 9.91 --- ---
Principal SAM Balanced P 0.90 6.95 3.36 10.93 --- ---
BlackRock 60/40 Target Allocation Instl 1.11 6.95 3.57 10.96 4.80 10.53
State Farm Equity & Bond Instl 1.89 6.94 3.85 11.30 6.56 10.00
Principal SAM Balanced R5 0.84 6.94 3.34 10.79 4.38 8.62
1919 Socially Responsive Balanced A 1.69 6.94 3.90 11.12 4.59 8.68
Sterling Capital Strategic Allc Bal I 1.14 6.93 3.30 11.08 4.08 8.01
State Farm Equity & Bond R3 1.82 6.93 3.81 11.17 6.50 9.91
Principal SAM Balanced J 0.85 6.93 3.35 10.81 4.40 8.62
American Funds American Balanced C 1.49 6.93 3.41 10.93 6.22 10.37
AB All Market Total Return Advisor 0.83 6.93 3.27 10.86 3.44 7.88
Prudential Moderate Allocation R 1.18 6.92 3.86 11.96 3.48 7.93
Dreyfus Moderate Allocation 1.29 6.92 3.25 10.53 3.76 7.53
Voya Strategic Allocation Mod Port S 0.95 6.91 3.28 11.24 4.40 8.81
MassMutual Premier Balanced I 1.86 6.91 3.61 13.33 5.65 ---
Hartford Balanced B 1.34 6.91 3.35 9.40 4.58 8.82
American Funds American Balanced R1 1.48 6.91 3.40 10.92 6.21 10.38
Principal SAM Balanced R4 0.84 6.90 3.30 10.71 4.26 8.50
Bruce 2.24 6.90 3.62 5.51 3.85 10.40
BlackRock Balanced Capital Inv C 1.25 6.90 3.19 14.34 6.13 10.03
Putnam Dynamic Asset Allocation Bal R6 1.25 6.89 3.55 12.93 6.06 ---
Eventide Multi-Asset Income C 0.79 6.88 4.01 8.80 --- ---
American Funds American Balanced R2 1.45 6.88 3.37 10.87 6.24 10.41
American Funds American Balanced 529C 1.47 6.88 3.38 10.82 6.14 10.30
State Farm Equity & Bond R1 1.92 6.87 3.92 10.78 6.02 9.39
Principal SAM Balanced A 0.82 6.87 3.33 10.72 4.31 8.53
American Funds Retire Inc Port-Enh A 1.07 6.87 3.17 9.78 --- ---
AB All Market Total Return I 0.77 6.87 3.21 10.80 3.40 7.85
Transamerica Multi-Mgd Balanced A 1.50 6.86 3.16 11.81 6.18 9.63
State Farm Equity & Bond R2 1.83 6.86 3.82 10.96 6.21 9.59
Pioneer Classic Balanced A 1.58 6.86 3.43 12.08 4.99 9.58
American Funds Retire Inc Port-Enh F1 1.07 6.86 3.17 9.74 --- ---
MassMutual Premier Balanced Svc 1.85 6.85 3.61 13.07 5.43 9.20
Fidelity Advisor Simplicity RMD 2020 A 0.86 6.84 3.47 11.81 4.67 8.98
Pacific Funds Port Optim Mod Adv 1.08 6.83 3.46 12.24 4.47 ---
Eaton Vance Balanced I 1.62 6.83 3.86 9.26 5.74 ---
Madison Moderate Allocation B 1.05 6.82 3.48 9.56 3.87 7.33
Putnam Dynamic Asset Allocation Bal R5 1.19 6.81 3.49 12.78 5.95 ---
Pioneer Classic Balanced Y 1.46 6.81 3.30 12.28 5.19 9.85
Pax Balanced Institutional 1.51 6.81 3.69 10.69 5.24 9.18
MassMutual Premier Balanced R5 1.86 6.81 3.61 13.11 5.52 9.34
Madison Moderate Allocation C 1.05 6.81 3.48 9.55 3.87 7.32
AB All Market Total Return A 0.77 6.81 3.22 10.57 3.17 7.58
Great-West Moderate Profile II Instl 1.39 6.80 3.76 12.54 --- ---
Catalyst/SMH Total Return Income C 0.93 6.80 2.38 24.97 -4.45 1.25
Principal SAM Balanced R3 0.84 6.79 3.26 10.44 4.06 8.29
BlackRock 60/40 Target Allocation Inv A 1.13 6.79 3.45 10.61 4.45 10.13
American Funds Retire Inc Port-Enh R3 1.07 6.78 3.19 9.54 --- ---
State Farm Equity & Bond B Legacy 1.87 6.77 3.90 10.75 5.93 9.32
State Farm Equity & Bond B 1.89 6.77 3.86 10.47 5.64 9.06
Putnam Dynamic Asset Allocation Bal Y 1.23 6.77 3.46 12.87 5.94 10.43
New Century Balanced 1.35 6.77 3.31 12.42 3.07 7.88
JHancock Multi-Index Lifestyle Bal R6 1.07 6.77 3.36 11.52 4.81 ---
Osterweis Strategic Investment 0.73 6.76 3.27 14.42 2.87 9.73
AB All Market Total Return K 0.77 6.76 3.16 10.52 3.07 7.49
Stringer Moderate Growth Institutional 1.18 6.75 3.84 8.86 --- ---
Pioneer Classic Balanced R 1.48 6.75 3.33 11.92 --- ---
MassMutual RetireSMART Moderate R5 0.81 6.75 3.53 10.69 3.36 7.57
MassMutual RetireSMART Mod I 0.81 6.75 3.53 10.79 3.45 ---
Transamerica Partners Balanced 1.53 6.74 3.18 11.80 6.24 9.79
Fidelity Advisor Managed Retiremt 2020 I 0.86 6.74 3.42 11.78 4.85 8.99
Eaton Vance Balanced R6 1.64 6.74 3.88 9.33 --- ---
Sterling Capital Strategic Allc Bal A 1.06 6.73 3.18 10.70 3.79 7.72
Pioneer Solutions Balanced R 0.86 6.73 3.44 8.38 --- ---
Fidelity Advisor Simplicity RMD 2020 M 0.86 6.73 3.43 11.55 4.41 8.71
American Century Balanced I 1.70 6.73 3.17 11.56 5.11 9.01
MassMutual RetireSMART Moderate Admin 0.91 6.72 3.52 10.53 3.15 7.40
Fidelity Managed Retirement 2020 0.84 6.72 3.40 11.76 4.85 8.99
BlackRock 60/40 Target Allocation R 1.13 6.72 3.38 10.42 4.26 9.92
MassMutual RetireSMART Moderate Svc 0.91 6.71 3.51 10.71 3.27 7.49
Fidelity Advisor Managed Retiremt 2025 C 0.83 6.71 3.41 11.31 3.97 8.45
Prudential Moderate Allocation C 1.26 6.70 3.72 11.46 3.04 7.47
MassMutual Premier Balanced Adm 1.77 6.70 3.51 12.94 5.32 9.07
MassMutual Premier Balanced A 1.81 6.70 3.51 12.69 5.09 8.81
Eaton Vance Balanced A 1.67 6.70 3.80 8.99 5.49 10.16
Vanguard Balanced Index I 1.72 6.69 3.56 11.73 6.74 10.04
Vanguard Balanced Index Adm 1.72 6.69 3.53 11.73 6.72 10.02
Pacific Funds Port Optim Mod A 1.08 6.69 3.39 11.96 4.21 7.44
American Funds Retire Inc Port-Enh R2 1.08 6.68 3.08 9.25 --- ---
Pax Balanced Individual Investor 1.45 6.67 3.56 10.31 4.96 8.89
JHancock Multi-Index Lifestyle Bal 1 0.98 6.67 3.36 11.37 4.73 ---
American Funds Retire Inc Port-Enh R1 1.07 6.67 3.08 9.50 --- ---
MainStay Moderate Allocation I 0.81 6.66 2.79 11.78 3.93 8.87
Delaware Foundation Moderate Allc I 0.94 6.66 3.49 11.01 3.57 7.66
Stringer Moderate Growth A 1.08 6.65 3.74 8.56 --- ---
MassMutual Premier Balanced R4 1.74 6.65 3.45 12.69 5.16 ---
Frost Moderate Allocation Instl 1.06 6.65 3.34 10.02 3.51 7.42
Putnam Dynamic Asset Allocation Bal A 1.17 6.64 3.40 12.54 5.66 10.14
GuideStone Funds Defensv Mkt Strats Inst 1.61 6.64 3.18 12.22 8.05 10.99
Principal SAM Balanced R2 0.78 6.63 3.16 10.21 3.86 8.09
Great-West Moderate Profile II Inv 1.37 6.63 3.64 12.12 5.13 9.11
American Century Balanced Inv 1.65 6.63 3.12 11.28 4.89 8.78
Vanguard Balanced Index Inv 1.69 6.62 3.50 11.59 6.58 9.87
Prudential Moderate Allocation B 1.19 6.62 3.72 11.38 3.02 7.45
JHancock Balanced R5 1.27 6.62 2.84 11.98 5.21 10.06
Fidelity Advisor Managed Retiremt 2020 A 0.83 6.61 3.35 11.48 4.59 8.72
MassMutual RetireSMART Moderate A 0.80 6.60 3.41 10.28 2.91 7.13
JHancock Balanced R6 1.28 6.60 2.86 12.02 5.28 10.12
QS Conservative Growth I 1.29 6.58 3.41 11.20 --- ---
Principal SAM Balanced R1 0.77 6.58 3.20 10.11 3.73 7.95
Ladenburg Growth & Income C 1.38 6.58 3.28 9.65 --- ---
JHancock Balanced I 1.28 6.58 2.84 11.98 5.16 10.01
Putnam Dynamic Asset Allocation Bal R 1.18 6.57 3.36 12.33 5.42 9.88
Frost Moderate Allocation Investor 1.06 6.57 3.34 9.70 3.23 7.13
RidgeWorth Moderate Allocation Strat I 0.98 6.56 3.46 9.27 3.73 7.31
1919 Socially Responsive Balanced C 1.55 6.55 3.67 10.32 3.82 7.91
Principal SAM Balanced C 0.77 6.54 3.16 9.89 3.53 7.73
Pacific Funds Port Optim Mod R 1.08 6.54 3.40 11.68 3.95 7.18
MassMutual RetireSMART Mod R4 0.81 6.54 3.43 10.29 2.99 ---
MainStay Moderate Allocation A 0.82 6.54 2.66 11.50 3.66 8.58
American Funds Retire Inc Port-Enh C 0.99 6.54 2.94 9.06 --- ---
AIG Active Allocation A 1.57 6.53 3.65 12.02 4.25 7.78
AB All Market Total Return R 0.70 6.53 3.02 10.12 2.73 7.16
GuideStone Funds Defensv Mkt Strats Inv 1.65 6.52 3.14 11.95 7.79 10.72
Nationwide Inv Dest Mod R6 1.05 6.51 3.40 11.39 4.22 8.23
JPMorgan Investor Balanced I 0.91 6.51 3.32 11.34 4.77 8.09
JHancock Balanced R4 1.27 6.51 2.78 11.80 5.00 9.85
Great-West Moderate Profile I Inv 1.31 6.51 3.65 11.93 4.93 8.93
Great-West SecureFoundation® Bal ETF A 1.31 6.50 3.49 11.55 5.22 8.74
Franklin NextStep Moderate A 1.57 6.49 3.46 8.98 --- ---
Fidelity Simplicity RMD 2015 0.80 6.49 3.28 11.44 4.77 8.78
Fidelity Advisor Simplicity RMD 2015 I 0.80 6.49 3.28 11.47 4.80 8.82
Delaware Foundation Moderate Allc A 0.91 6.49 3.41 10.73 3.34 7.40
BlackRock 60/40 Target Allocation Inv C 1.07 6.49 3.27 9.87 3.70 9.34
RidgeWorth Moderate Allocation Strat A 0.88 6.48 3.49 9.04 3.55 7.13
Pioneer Solutions Balanced C 0.84 6.48 3.34 7.86 1.18 6.05
Nationwide Inv Dest Mod Instl Svc 1.04 6.48 3.39 11.32 4.13 ---
MassMutual Premier Balanced R3 1.75 6.48 3.37 12.48 4.90 ---
Franklin NextStep Moderate Advisor 1.48 6.48 3.46 9.23 --- ---
Fidelity Advisor Managed Retiremt 2020 M 0.81 6.48 3.29 11.21 4.32 8.45
Eaton Vance Balanced R 1.50 6.48 3.62 8.74 --- ---
Fidelity Advisor Simplicity RMD 2020 C 0.81 6.47 3.27 10.98 3.89 8.17
QS Conservative Growth A 1.22 6.45 3.29 10.90 3.71 7.76
Praxis Genesis Balanced A 1.18 6.45 3.55 10.36 4.08 7.74
Pioneer Classic Balanced C 1.49 6.45 3.13 11.23 4.20 8.72
American Funds College 2027 529F1 0.97 6.45 3.12 8.85 4.04 ---
MassMutual RetireSMART Mod R3 0.71 6.44 3.33 10.09 2.74 ---
JHancock Balanced A 1.23 6.44 2.76 11.57 4.83 9.65
MFS Total Return R6 2.07 6.43 3.23 10.77 6.10 10.13
Transamerica Multi-Mgd Balanced C 1.41 6.42 2.95 10.93 5.40 8.88
New Covenant Balanced Growth 1.56 6.42 3.28 11.02 4.93 8.24
Great-West Moderate Profile II L 1.24 6.41 3.51 11.74 4.83 8.82
AB All Market Total Return C 0.71 6.41 2.96 9.71 2.40 6.79
Putnam Dynamic Asset Allocation Bal M 1.18 6.40 3.28 12.03 5.15 9.59
Delaware Foundation Moderate Allc R 0.97 6.40 3.31 10.45 3.06 7.11
AB All Market Total Return B 0.70 6.40 2.92 9.71 2.38 6.78
Sterling Capital Strategic Allc Bal C 0.99 6.39 3.07 9.91 3.05 6.93
Highland Total Return Y 2.20 6.39 5.60 15.23 5.59 8.77
Putnam Dynamic Asset Allocation Bal C 1.15 6.37 3.23 11.76 4.89 9.34
MainStay Moderate Allocation R3 0.82 6.37 2.66 11.14 --- ---
MainStay Moderate Allocation Inv 0.75 6.37 2.58 11.23 3.47 8.38
JHancock Balanced R2 1.18 6.37 2.74 11.49 4.73 9.65
Fidelity Advisor Simplicity RMD 2015 A 0.77 6.36 3.22 11.16 4.51 8.51
1919 Socially Responsive Balanced B 1.61 6.36 3.65 9.65 3.59 7.57
MFS Total Return I 2.06 6.34 3.21 10.62 5.99 10.04
MFS Total Return R4 2.00 6.33 3.20 10.67 6.00 10.02
Vanguard Wellington™ Admiral™ 1.52 6.31 3.20 13.21 6.85 10.89
JPMorgan Investor Balanced A 0.85 6.31 3.19 11.01 4.49 7.82
JHancock Balanced R3 1.22 6.31 2.69 11.34 4.59 9.40
Pacific Funds Port Optim Mod C 1.02 6.30 3.28 11.15 3.46 6.70
Highland Total Return A 2.24 6.30 5.55 14.99 5.34 8.52
Pacific Funds Port Optim Mod B 1.02 6.29 3.20 11.14 3.45 6.70
Nationwide Inv Dest Mod A 0.97 6.29 3.20 10.96 3.85 7.87
Eaton Vance Balanced C 1.47 6.29 3.47 8.17 4.71 9.32
American Funds College 2027 529A 0.97 6.29 3.05 8.59 3.82 ---
Vanguard Wellington™ Inv 1.55 6.28 3.19 13.13 6.78 10.81
MFS Total Return R3 2.04 6.28 3.19 10.39 5.74 9.77
Putnam Dynamic Asset Allocation Bal B 1.11 6.27 3.21 11.68 4.87 9.32
JHancock Balanced R1 1.22 6.27 2.71 11.26 4.47 9.29
Fidelity Managed Retirement 2015 0.77 6.27 3.16 11.13 4.68 8.58
Eaton Vance Balanced B 1.58 6.27 3.58 8.22 4.70 9.33
Transamerica Multi-Mgd Balanced B 1.40 6.26 2.88 10.54 5.10 8.58
Stringer Moderate Growth C 0.99 6.26 3.56 7.80 --- ---
Deutsche Multi-Asset Moderate Allc S 0.73 6.26 3.53 11.87 2.76 8.39
Deutsche Multi-Asset Moderate Allc A 0.73 6.26 3.53 11.57 2.52 8.13
Fidelity Advisor Managed Retiremt 2015 I 0.76 6.25 3.16 11.11 4.68 8.58
QS Conservative Growth R 1.16 6.24 3.21 10.51 3.38 ---
Fidelity Advisor Simplicity RMD 2015 M 0.75 6.24 3.14 10.88 4.24 8.24
Pacific Financial Dynamic Allc Instl 1.56 6.23 3.16 9.55 --- ---
MFS Total Return A 1.98 6.23 3.14 10.35 5.73 9.76
MFS Total Return 529A 1.99 6.23 3.14 10.33 5.69 9.72
Invesco Moderate Allocation Y 0.99 6.23 3.18 10.92 3.05 7.03
Invesco Moderate Allocation R5 0.98 6.23 3.17 10.96 3.02 7.02
Fidelity Advisor Managed Retiremt 2020 C 0.76 6.21 3.14 10.64 3.80 7.91
Great-West SecureFoundation® Bal Instl 1.20 6.20 3.37 11.50 --- ---
Nationwide Inv Dest Mod R 1.01 6.19 3.20 10.71 3.55 7.55
RidgeWorth Moderate Allocation Strat C 0.89 6.18 3.29 8.32 2.94 6.50
Nationwide Inv Dest Mod Svc 0.95 6.18 3.19 10.85 3.79 7.79
AIG Active Allocation C 1.52 6.17 3.48 11.30 3.60 7.10
MFS Total Return R2 2.01 6.16 3.12 10.16 5.48 9.48
BlackRock Balanced Capital Inv B 1.08 6.15 2.70 12.95 5.45 9.51
AT Income Opportunities Institutional 1.60 6.15 2.84 13.87 --- ---
American Funds College 2027 529E 0.98 6.15 2.99 8.32 3.54 ---
Fidelity Advisor Managed Retiremt 2015 A 0.75 6.14 3.09 10.84 4.42 8.31
Thrivent Moderate Allocation S 1.05 6.12 3.52 11.95 4.94 8.71
MainStay Moderate Allocation B 0.75 6.12 2.45 10.53 2.73 7.60
Invesco Moderate Allocation S 0.91 6.12 3.11 10.78 2.90 6.87
AIG Active Allocation B 1.52 6.12 3.42 11.24 3.56 7.04
Delaware Foundation Moderate Allc C 0.92 6.11 3.22 9.91 2.53 6.58
Nuveen Strategy Balanced Allc I 0.68 6.10 3.07 8.49 3.31 7.77
Invesco Moderate Allocation A 0.91 6.10 3.03 10.58 2.80 6.77
Vanguard Managed Payout Investor 0.93 6.09 2.77 9.99 4.21 8.44
Great-West SecureFoundation® Bal Inv 1.20 6.07 3.30 11.11 5.13 8.82
DFA Global Allocation 60/40 I 1.00 6.07 2.96 11.63 3.92 8.50
Wells Fargo Index Asset Allocation Instl 1.45 6.06 2.80 --- --- ---
Transamerica Asset Alloc Interm Hrzn R4 1.00 6.06 3.44 10.84 4.07 7.42
Fidelity Advisor Managed Retiremt 2015 M 0.72 6.06 3.08 10.57 4.17 8.04
Russell Inv LifePoints Balanced Strat R1 0.43 6.05 3.13 11.75 4.10 7.87
Prudential Balanced Z 1.42 6.05 3.23 11.47 6.13 10.24
JHancock Balanced C 1.13 6.05 2.59 10.82 4.09 8.88
JHancock Balanced B 1.18 6.05 2.59 10.82 4.11 8.88
Franklin NextStep Moderate C 1.49 6.05 3.21 8.16 --- ---
Columbia Flexible Capital Income R4 1.20 6.05 3.56 18.07 4.89 ---
MainStay Moderate Allocation C 0.68 6.04 2.46 10.44 2.71 7.59
JPMorgan Investor Balanced C 0.80 6.04 3.09 10.40 3.96 7.24
Invesco Moderate Allocation R 0.91 6.04 3.04 10.41 2.54 6.50
American Funds Income Portfolio R5 1.06 6.04 2.82 9.76 4.84 7.96
Russell Inv LifePoints Balanced Strat S 0.52 6.03 3.21 11.69 4.03 7.76
QS Conservative Growth C 1.11 6.02 3.05 10.05 2.93 6.99
Nuveen Strategy Balanced Allc A 0.58 6.02 3.00 8.20 3.04 7.51
Wells Fargo Index Asset Allocation Admin 1.45 6.01 2.79 10.79 7.87 11.70
Columbia Flexible Capital Income Z 1.21 6.01 3.59 18.02 4.89 9.51
American Funds Retire Inc Port-Mod R6 0.91 6.01 2.88 8.31 --- ---
Neiman Balanced Allocation A 1.37 6.00 2.96 10.80 3.19 7.00
Great-West SecureFoundation® Bal Svc 1.19 6.00 3.27 10.95 5.01 8.70
Thrivent Balanced Income Plus S 0.86 5.99 3.06 9.87 4.57 9.31
Fidelity Advisor Simplicity RMD 2015 C 0.71 5.99 3.02 10.33 3.72 7.70
American Funds Retire Inc Port-Mod F2 1.00 5.99 2.96 8.28 --- ---
Thrivent Moderate Allocation A 1.05 5.98 3.46 11.66 4.61 8.35
DFA Global Allocation 60/40 R2 0.94 5.98 2.89 11.33 3.69 8.24
Columbia Flexible Capital Income R5 1.12 5.98 3.58 18.04 4.96 ---
American Funds Retire Inc Port-Mod R5E 0.91 5.98 2.85 8.15 --- ---
American Funds Retire Inc Port-Mod R5 0.91 5.97 2.84 8.08 --- ---
American Funds Retire Inc Port-Mod R2E 0.91 5.97 2.83 8.19 --- ---
American Funds Income Portfolio R6 0.98 5.97 2.83 9.73 4.87 7.98
American Funds Income Portfolio R5E 0.98 5.97 2.74 9.62 --- ---
Prudential Balanced A 1.42 5.96 3.11 11.14 5.81 9.91
American Funds Retire Inc Port-Mod R4 1.00 5.96 2.83 8.10 --- ---
QS Dynamic Multi-Strategy I 1.48 5.95 3.15 5.85 -0.37 ---
LKCM Balanced 1.36 5.95 3.08 11.91 5.90 10.43
Fidelity Simplicity RMD 2010 0.68 5.95 2.97 10.68 4.58 8.37
Fidelity Advisor Simplicity RMD 2010 I 0.68 5.95 2.97 10.68 4.58 8.37
Columbia Flexible Capital Income T 1.21 5.95 3.53 17.72 4.65 9.24
Columbia Flexible Capital Income A 1.13 5.95 3.53 17.73 4.62 9.24
Wells Fargo Index Asset Allocation A 1.45 5.93 2.72 10.58 7.63 11.45
ICON Risk-Managed Balanced S 0.91 5.93 2.24 9.94 4.21 7.45
Great-West SecureFoundation® Bal L 1.18 5.93 3.19 10.82 4.87 8.54
American Funds College 2027 529C 0.90 5.92 2.83 7.76 3.00 ---
Russell Inv LifePoints Balanced Strat E 0.44 5.91 3.07 11.37 3.76 7.47
Highland Total Return C 2.15 5.90 5.38 14.08 4.57 7.70
Thrivent Balanced Income Plus A 0.85 5.89 2.97 9.57 4.18 8.88
MFS Total Return B 1.97 5.89 2.99 9.55 4.96 8.93
Russell Inv LifePoints Balanced Strat A 0.44 5.88 3.12 11.59 3.86 7.55
Nationwide Inv Dest Mod C 0.95 5.87 3.02 10.23 3.09 7.10
MFS Total Return C 1.95 5.86 2.97 9.56 4.96 8.94
American Funds Income Portfolio F2 0.98 5.86 2.73 9.63 4.75 7.89
Westwood Worldwide Income Opp Instl 0.91 5.85 2.47 6.47 --- ---
MFS Total Return R1 1.97 5.85 2.94 9.52 4.94 8.94
MFS Total Return 529C 1.95 5.85 2.91 9.47 4.88 8.87
Fidelity Advisor Simplicity RMD 2010 A 0.68 5.85 2.92 10.42 4.32 8.10
American Funds Retire Inc Port-Mod F1 0.91 5.85 2.81 8.06 --- ---
American Funds Retire Inc Port-Mod A 0.91 5.85 2.82 8.08 --- ---
American Funds Income Portfolio 529F1 0.90 5.85 2.71 9.56 4.68 7.83
VALIC Company II Moderate Gr Lifestyle 1.08 5.84 3.35 10.87 4.15 8.28
Russell Inv LifePoints Balanced Strat R4 0.44 5.84 3.00 11.44 3.82 7.57
Centaur Total Return 1.82 5.84 4.35 11.76 5.15 9.87
Nuveen Strategy Balanced Allc R3 0.59 5.83 2.87 7.95 2.76 7.22
American Funds Income Portfolio R4 0.98 5.82 2.76 9.47 4.52 7.67
American Funds Income Portfolio A 0.90 5.82 2.68 9.40 4.52 7.66
MFS Total Return 529B 1.91 5.81 2.92 9.50 4.89 8.88
Deutsche Multi-Asset Moderate Allc C 0.73 5.81 3.32 10.74 1.75 7.33
American Funds Retire Inc Port-Mod R3 0.91 5.81 2.69 8.04 --- ---
American Funds Income Portfolio F1 0.98 5.81 2.67 9.35 4.48 7.62
American Funds Income Portfolio 529A 0.98 5.81 2.67 9.33 4.44 7.58
Prudential Balanced R 1.38 5.80 3.06 10.92 5.61 9.69
ICON Risk-Managed Balanced A 0.87 5.80 2.23 9.70 4.00 7.21
Columbia Flexible Capital Income R 1.21 5.80 3.47 17.46 4.36 8.96
Invesco Moderate Allocation C 0.92 5.78 2.90 9.84 2.03 5.97
Invesco Moderate Allocation B 0.92 5.78 2.89 9.83 2.03 5.96
Russell Inv LifePoints Balanced Strat R5 0.44 5.76 3.02 11.26 3.60 7.34
Pacific Financial Dynamic Allc Inv 1.47 5.76 2.99 8.70 --- ---
Fidelity Advisor Managed Retiremt 2015 C 0.69 5.76 2.89 10.00 3.64 7.50
Ivy Balanced N 0.87 5.74 2.28 8.61 --- ---
Arrow DWA Balanced Institutional 1.63 5.74 3.31 4.97 1.31 5.59
TETON Westwood Balanced I 1.79 5.71 2.80 9.97 5.29 9.18
RiverFront Moderate Growth & Income I 0.75 5.70 2.99 9.82 3.77 7.26
Fidelity Advisor Simplicity RMD 2010 M 0.65 5.70 2.85 10.14 4.06 7.83
Fidelity Managed Retirement 2010 0.65 5.68 2.85 10.22 4.44 8.11
Fidelity Advisor Managed Retiremt 2010 I 0.65 5.68 2.85 10.22 4.44 8.11
Port Street Institutional Opps Instl 0.81 5.67 2.75 8.61 --- ---
Mairs & Power Balanced Inv 1.83 5.67 2.80 9.73 5.49 10.23
Cavanal Hill Active Core Institutional 1.34 5.67 2.81 9.24 4.98 8.29
American Funds Income Portfolio R3 0.98 5.67 2.62 9.09 4.21 7.33
American Funds Income Portfolio 529E 0.98 5.67 2.71 9.08 4.21 7.34
QS Dynamic Multi-Strategy A 1.38 5.66 3.05 5.46 -0.68 ---
Ivy Balanced I 0.86 5.66 2.28 8.45 3.22 8.76
TETON Westwood Balanced AAA 1.79 5.64 2.74 9.66 5.04 8.91
RiverFront Moderate Growth & Income A 0.84 5.63 2.93 9.64 3.52 7.02
American Funds Retire Inc Port-Mod R2 1.01 5.62 2.78 7.71 --- ---
Nuveen Strategy Balanced Allc C 0.49 5.61 2.76 7.30 2.27 6.68
Columbia Flexible Capital Income C 1.13 5.61 3.36 16.88 3.84 8.43
American Funds Income Portfolio R2E 0.98 5.60 2.64 9.12 --- ---
Schwab MarketTrack Balanced 1.10 5.59 3.04 11.00 4.70 8.44
Fidelity Advisor Managed Retiremt 2010 A 0.65 5.56 2.80 9.96 4.18 7.84
American Funds Retire Inc Port-Mod R1 0.91 5.56 2.72 7.45 --- ---
Wells Fargo Index Asset Allocation C 1.38 5.55 2.55 9.76 6.82 10.62
Prudential Balanced C 1.31 5.55 2.92 10.39 5.07 9.14
Prudential Balanced B 1.31 5.55 2.92 10.38 5.07 9.14
Waddell & Reed Continental Inc Y 0.79 5.54 2.27 8.43 3.21 8.80
SA Worldwide Moderate Growth 0.57 5.54 2.01 13.81 --- ---
Neiman Balanced Allocation C 1.31 5.54 2.74 9.89 2.37 6.17
Arrow DWA Balanced A 1.57 5.54 3.11 4.60 1.03 5.31
Ivy Balanced Y 0.83 5.53 2.21 8.17 2.98 8.50
Ivy Balanced A 0.83 5.53 2.21 8.17 2.96 8.48
American Funds Retire Inc Port-Mod C 0.92 5.53 2.69 7.26 --- ---
Russell Inv LifePoints Balanced Strat C 0.36 5.51 2.90 10.65 3.08 6.74
American Funds Income Portfolio C 0.90 5.51 2.54 8.64 3.76 6.85
Cavanal Hill Active Core A 1.27 5.49 2.70 8.87 4.70 7.99
TETON Westwood Balanced A 1.70 5.47 2.58 9.33 4.74 8.62
American Funds Income Portfolio R1 0.90 5.47 2.50 8.58 3.72 6.86
Loomis Sayles Multi-Asset Income N 0.43 5.46 2.26 9.47 --- ---
Hennessy Equity and Income Institutional 1.16 5.46 2.13 9.75 4.78 7.98
Fidelity Advisor Simplicity RMD 2010 C 0.61 5.46 2.72 9.59 3.54 7.29
Cavanal Hill Active Core Investor 1.26 5.46 2.68 8.89 4.77 8.05
ALPS/Sterling ETF Tactical Rotation A 1.07 5.46 5.69 4.53 --- ---
Loomis Sayles Multi-Asset Income Y 0.50 5.44 2.32 9.41 5.81 ---
Fidelity Advisor Managed Retiremt 2010 M 0.63 5.44 2.73 9.68 3.92 7.59
Waddell & Reed Continental Inc A 0.83 5.43 2.11 8.07 2.90 8.49
American Funds Income Portfolio R2 0.90 5.42 2.45 8.56 3.70 6.84
ALPS/Sterling ETF Tactical Rotation I 0.95 5.41 5.52 4.55 --- ---
QS Dynamic Multi-Strategy C 1.37 5.40 2.96 4.70 -1.41 ---
American Funds Income Portfolio 529C 0.90 5.40 2.52 8.47 3.65 6.75
Madison Diversified Income A 1.86 5.39 2.99 9.21 5.26 8.05
ICON Risk-Managed Balanced C 0.78 5.39 1.98 8.86 3.20 6.41
Ivy Balanced R 0.77 5.34 2.11 7.80 2.61 ---
Hennessy Equity and Income Investor 1.09 5.32 2.04 9.36 4.40 7.62
Loomis Sayles Multi-Asset Income A 0.48 5.30 2.24 9.09 5.54 7.70
Fidelity Simplicity RMD 2005 0.57 5.30 2.63 9.58 4.24 7.81
Fidelity Advisor Simplicity RMD 2005 I 0.57 5.28 2.63 9.58 4.24 7.80
Aberdeen Dynamic Allocation Inst 1.15 5.28 3.02 8.19 2.40 6.68
TETON Westwood Balanced C 1.68 5.26 2.50 8.80 4.24 8.08
Aberdeen Dynamic Allocation I/S 1.12 5.25 3.07 8.14 2.36 ---
Federated MDT Balanced R6 1.16 5.24 2.89 11.11 3.59 9.12
Federated MDT Balanced Instl 1.22 5.23 2.94 11.21 3.98 9.62
Calvert Balanced I 1.08 5.23 2.44 10.13 5.04 8.80
RiverFront Moderate Growth & Income C 0.76 5.22 2.77 8.81 2.74 6.21
Fidelity Advisor Managed Retiremt 2010 C 0.59 5.19 2.60 9.13 3.40 7.04
Calvert Balanced Y 1.09 5.19 2.41 10.01 4.84 ---
Ivy Balanced B 0.78 5.17 2.04 7.38 2.20 7.68
Arrow DWA Balanced C 1.50 5.17 2.95 3.83 0.28 4.54
Ivy Balanced C 0.74 5.16 2.00 7.43 2.25 7.73
Fidelity Advisor Simplicity RMD 2005 A 0.55 5.15 2.56 9.30 3.99 7.54
Aberdeen Dynamic Allocation A 1.04 5.15 2.90 7.87 2.08 6.37
Westwood Income Opportunity Instl 0.72 5.13 1.62 7.68 3.65 7.40
Federated MDT Balanced A 1.16 5.12 2.83 10.96 3.71 9.33
Cavanal Hill Active Core C 1.19 5.12 2.50 8.09 --- ---
Madison Diversified Income C 1.85 5.10 2.85 8.42 4.50 ---
Madison Diversified Income B 1.85 5.10 2.85 8.49 4.50 7.27
Aberdeen Dynamic Allocation R 1.03 5.08 2.82 7.52 1.72 5.97
Fidelity Advisor Simplicity RMD 2005 M 0.54 5.05 2.52 9.03 3.73 7.27
Calvert Balanced A 1.04 5.05 2.32 9.70 4.61 8.32
FPA Crescent 0.29 5.03 2.15 14.95 4.73 9.87
Salient Select Opportunity Institutional 1.87 5.01 6.12 25.32 1.30 ---
Westwood Income Opportunity A 0.72 5.00 1.55 7.34 3.39 7.14
ALPS/Sterling ETF Tactical Rotation C 0.98 4.97 5.44 3.58 --- ---
Loomis Sayles Multi-Asset Income C 0.34 4.94 1.99 8.25 4.71 6.88
Aberdeen Dynamic Allocation C 0.97 4.92 2.78 7.16 1.40 5.62
Waddell & Reed Continental Inc C 0.63 4.91 1.91 7.07 2.02 7.55
Dodge & Cox Balanced 0.81 4.91 2.11 18.77 6.88 13.19
First Investors Total Return Instl 1.33 4.90 2.57 9.71 3.93 ---
Waddell & Reed Continental Inc B 0.74 4.84 1.82 6.90 1.77 7.27
Lord Abbett Multi-Asset Balanced Opp R6 0.86 4.84 2.48 13.27 --- ---
Salient Select Opportunity Investor 1.83 4.83 6.02 24.87 0.95 ---
Lord Abbett Multi-Asset Balanced Opp I 0.86 4.83 2.47 13.24 3.39 9.28
First Investors Total Return Adv 1.50 4.81 2.58 9.56 3.87 ---
VY® Franklin Income I -0.17 4.80 1.58 13.97 3.05 8.29
Pacific Financial Fth & Vls Bsd Mod Inv 1.42 4.80 2.49 8.86 2.37 ---
Fidelity Advisor Simplicity RMD 2005 C 0.49 4.78 2.37 8.48 3.21 6.73
Salient Select Opportunity A 1.83 4.76 5.99 24.67 0.79 ---
Lord Abbett Multi-Asset Balanced Opp R5 0.85 4.74 2.47 13.18 --- ---
Federated MDT Balanced C 1.12 4.74 2.68 10.14 2.96 8.52
SEI Conservative Strategy Allc F (SAAT) 1.55 4.70 2.53 10.38 7.11 10.50
Lord Abbett Multi-Asset Balanced Opp F 0.76 4.70 2.45 13.03 3.26 9.15
Hotchkis & Wiley Capital Income I -1.20 4.67 2.27 20.53 5.20 11.00
First Investors Total Return A 1.24 4.67 2.38 9.21 3.47 8.24
Calvert Balanced C 0.97 4.67 2.14 8.83 3.78 7.45
SEI Defensive Strategy Allc F (SAAT) 1.38 4.66 2.56 10.71 6.78 10.06
Lord Abbett Multi-Asset Balanced Opp R4 0.84 4.65 2.42 12.88 --- ---
VY® Franklin Income S -0.26 4.64 1.50 13.65 2.88 8.07
CornerCap Balanced 1.21 4.64 1.72 11.91 3.92 9.34
Lord Abbett Multi-Asset Balanced Opp A 0.83 4.63 2.41 12.95 3.13 8.99
Hotchkis & Wiley Capital Income A -1.18 4.62 2.28 20.20 5.05 11.13
VY® Franklin Income S2 -0.26 4.56 1.51 13.39 2.72 7.90
Lord Abbett Multi-Asset Balanced Opp P 0.82 4.56 2.36 12.68 2.91 8.78
Salient Select Opportunity C 1.79 4.54 5.87 24.03 0.33 ---
Lord Abbett Multi-Asset Balanced Opp R3 0.81 4.54 2.35 12.61 2.87 8.73
VY® Franklin Income A -0.27 4.52 1.46 13.20 2.50 7.68
State Farm Balanced 0.68 4.52 1.70 8.50 5.52 8.21
VALIC Company I Asset Allocation 1.37 4.50 2.87 10.38 3.76 7.77
Oakmark Equity and Income Institutional 0.95 4.50 1.21 --- --- ---
Oakmark Equity and Income Advisor 0.95 4.50 1.21 --- --- ---
USAA Total Return Strategy Institutional -0.47 4.46 0.60 -3.92 -3.37 ---
Oakmark Equity And Income Investor 0.95 4.44 1.15 14.29 3.99 9.50
Lord Abbett Multi-Asset Balanced Opp R2 0.70 4.38 2.26 12.48 2.72 8.60
First Investors Total Return B 1.21 4.34 2.23 8.44 2.70 7.42
Lord Abbett Multi-Asset Balanced Opp B 0.67 4.27 2.19 11.95 2.33 8.15
Oakmark Equity And Income Service 0.93 4.26 1.09 13.98 3.65 9.14
Lord Abbett Multi-Asset Balanced Opp C 0.68 4.24 2.14 11.99 2.34 8.19
USAA Total Return Strategy -0.59 4.23 0.36 -4.43 -3.76 0.64
Dreyfus Balanced Opportunity Y 1.17 4.23 1.73 --- --- ---
Dreyfus Balanced Opportunity J 1.17 4.23 1.73 12.07 5.77 10.37
Dreyfus Balanced Opportunity I 1.17 4.23 1.73 12.07 5.77 10.38
Dreyfus Balanced Opportunity Z 1.14 4.21 1.69 11.97 5.69 10.27
Janus Henderson Value Plus Income I 1.23 4.17 2.68 12.13 5.08 8.66
Janus Henderson Value Plus Income D 1.22 4.14 2.67 12.06 5.01 8.55
Janus Henderson Value Plus Income T 1.21 4.10 2.73 12.06 4.98 8.52
Dreyfus Balanced Opportunity A 1.13 4.10 1.68 11.79 5.50 10.11
Rational Strategic Allocation Instl 0.52 4.09 1.92 8.65 --- ---
Janus Henderson Value Plus Income A 1.21 4.09 2.73 12.03 4.88 8.44
American Beacon Balanced Instl 0.95 4.09 2.49 14.11 4.68 10.02
WesMark Balanced 1.16 4.08 1.25 9.49 4.39 7.44
American Beacon Balanced Y 0.96 4.06 2.48 14.21 4.63 9.94
Janus Henderson Value Plus Income S 1.28 4.05 2.69 11.89 4.84 8.35
American Beacon Balanced Inv 0.95 3.97 2.43 13.65 4.31 9.64
Rational Strategic Allocation A 0.41 3.91 1.85 8.34 3.05 6.05
American Beacon Balanced A 0.91 3.90 2.39 13.59 4.23 9.51
American Beacon Balanced Adv 0.95 3.89 2.41 13.51 4.15 9.46
Timothy Plan Strategic Growth A 0.00 3.77 2.14 6.32 -0.11 6.02
Janus Henderson Value Plus Income C 1.15 3.76 2.53 11.13 4.09 7.63
Dreyfus Balanced Opportunity C 1.09 3.76 1.50 10.94 4.72 9.29
Invesco Equity and Income R5 0.99 3.74 2.13 16.97 6.33 11.68
Invesco Equity and Income R6 0.93 3.69 2.16 16.98 6.43 ---
VY® Invesco Equity and Income I 0.93 3.63 2.13 16.68 6.24 11.49
Invesco Equity and Income Y 0.88 3.61 2.02 16.79 6.26 11.58
Invesco Equity and Income A 1.01 3.58 2.05 16.60 5.99 11.32
American Beacon Balanced C 0.87 3.55 2.21 12.77 3.46 8.70
VY® Invesco Equity and Income S 0.92 3.51 2.08 16.41 5.97 11.21
Rational Strategic Allocation C 0.31 3.51 1.67 7.48 --- ---
MainStay Balanced R2 1.08 3.50 2.25 8.60 4.36 9.76
MainStay Balanced I 1.07 3.50 2.19 8.80 4.66 10.11
Regal Total Return A 0.75 3.48 1.81 6.30 2.96 ---
VY® Invesco Equity and Income S2 0.91 3.47 2.05 16.27 5.84 11.06
Holland Balanced 1.38 3.45 1.80 9.13 4.98 8.88
MainStay Balanced R1 1.08 3.44 2.16 8.69 4.56 10.01
VY® Invesco Equity and Income A 0.91 3.40 2.04 16.15 5.72 10.93
Franklin Balanced R6 0.53 3.40 1.25 9.82 4.41 ---
Timothy Plan Strategic Growth C 0.00 3.39 2.11 5.51 -0.85 5.27
MainStay Balanced A 1.05 3.38 2.13 8.55 4.40 9.84
Invesco Equity and Income R 0.85 3.34 1.88 16.24 5.71 11.05
Franklin Balanced Adv 0.52 3.34 1.23 9.71 4.25 8.35
MainStay Balanced Inv 1.05 3.31 2.09 8.39 4.24 9.66
LK Balanced Institutional 1.65 3.29 2.82 8.79 1.00 ---
MainStay Balanced R3 1.02 3.21 2.02 8.16 4.03 9.45
Invesco Equity and Income B 0.84 3.16 1.80 15.64 5.18 10.48
Invesco Equity and Income C 0.83 3.15 1.79 15.70 5.20 10.49
Franklin Balanced A 0.42 3.14 1.09 9.37 3.95 8.03
MainStay Balanced C 0.99 2.94 1.88 7.56 3.47 8.84
MainStay Balanced B 0.99 2.94 1.88 7.59 3.47 8.84
Franklin Balanced C 0.44 2.87 0.91 8.65 3.23 7.26
Intrepid Capital Institutional 0.17 2.77 1.19 9.12 3.30 7.94
Intrepid Capital Investor 0.08 2.71 1.04 8.85 3.06 7.68
PSG Tactical Growth 0.21 1.90 -0.31 5.41 -4.57 -0.16
Hennessy Balanced Investor 1.06 1.89 0.65 5.92 3.57 5.15
Greenspring 1.00 1.70 1.98 15.46 3.08 7.51
Timothy Plan Growth & Income I 0.28 -0.09 0.00 3.34 -0.78 ---
Avondale Core Investment -0.10 -0.20 -0.20 0.10 --- ---
Timothy Plan Growth & Income A 0.19 -0.28 -0.09 2.94 -1.06 ---
Timothy Plan Growth & Income C 0.19 -0.57 -0.28 2.23 -1.77 ---
Prudential Real Assets Q -1.71 -0.78 -0.70 -1.82 --- ---
Prudential Real Assets Z -1.81 -0.81 -0.83 -1.90 -3.43 1.06
Prudential Real Assets A -1.82 -0.99 -0.89 -2.25 -3.66 0.80
Poplar Forest Cornerstone Institutional 0.35 -1.18 -0.88 9.06 --- ---
Prudential Real Assets B -1.82 -1.22 -0.96 -2.87 -4.36 0.07
Poplar Forest Cornerstone A 0.35 -1.26 -0.92 8.79 --- ---
Prudential Real Assets C -1.83 -1.33 -0.97 -2.87 -4.36 0.07
Timothy Plan Defensive Strategies I -1.52 -1.52 -1.34 -1.11 -1.93 ---
Timothy Plan Defensive Strategies A -1.52 -1.69 -1.43 -1.28 -2.15 0.15
Timothy Plan Defensive Strategies C -1.58 -2.03 -1.58 -2.12 -2.89 -0.61
AB All Market Real Return 2 -3.41 -2.14 -2.84 2.79 -9.68 -2.26
AB All Market Real Return Z -3.46 -2.17 -2.76 2.69 -9.73 ---
AB All Market Real Return I -3.46 -2.17 -2.76 2.69 -9.72 -2.30
AB All Market Real Return Advisor -3.55 -2.28 -2.86 2.51 -9.83 -2.37
AB All Market Real Return 1 -3.48 -2.31 -2.90 2.47 -9.93 -2.52
AB All Market Real Return A -3.54 -2.39 -2.85 2.26 -10.06 -2.63
AB All Market Real Return K -3.58 -2.42 -3.00 2.20 -10.06 -2.61
AB All Market Real Return R -3.58 -2.53 -3.00 2.00 -10.27 -2.85
AB All Market Real Return C -3.67 -2.75 -3.21 1.40 -10.72 -3.35
Chou Opportunity -0.33 -3.74 -0.88 8.20 -10.15 4.39
Fairholme Allocation -2.42 -10.92 -9.02 -0.99 -9.79 3.68
Wells Fargo WealthBuilder Gr Bal A 1.27 --- 4.22 --- --- ---
Transamerica Multi-Managed Balanced T1 1.50 --- 3.17 --- --- ---
Transamerica Multi-Managed Balanced Adv 1.53 --- 3.20 --- --- ---
Transamerica Asset Allocation Mod Gr T1 0.95 --- 3.93 --- --- ---
Transamerica Asset Allocation Mod Gr Adv 0.82 --- 3.35 --- --- ---
Transamerica Asset Alloc Interm Hrzn R 1.00 --- --- --- --- ---
Russell Inv LifePoints Balanced Strat A1 --- --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 0.86 --- --- --- --- ---
JPMorgan Investor Balanced T --- --- --- --- --- ---
Invesco Moderate Allocation R6 0.98 --- --- --- --- ---
Hartford Checks and Balances F 2.01 --- 3.85 --- --- ---
Hartford Balanced F 1.47 --- 3.68 --- --- ---
Columbia Flexible Capital Income Y 1.21 --- 3.65 --- --- ---
Columbia Balanced T 1.80 --- --- --- --- ---
American Funds Retire Inc Port-Mod F3 1.00 --- 2.98 --- --- ---
American Funds Retire Inc Port-Enh F3 1.16 --- 3.24 --- --- ---
American Funds Income F3 0.98 --- 2.75 --- --- ---
American Funds Balanced F3 1.35 --- 4.52 --- --- ---
American Funds American Balanced F3 1.60 --- 3.71 --- --- ---
American Century Strat Allc: Mod R5 1.17 --- --- --- --- ---
American Century Balanced R5 1.75 --- --- --- --- ---
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