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Data through 11/21/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation 3.27 6.65 0.70 8.62 12.83 9.81
Bruce 2.44 14.04 -1.03 16.75 14.91 14.66
SEI Conservative Strategy Allc A (SAAT) 3.28 13.49 2.76 14.51 16.14 14.93
Archer Balanced 4.43 13.10 3.55 15.89 13.96 9.03
SEI Defensive Strategy Allc A (SAAT) 2.88 12.50 2.30 13.42 15.38 14.40
VY T. Rowe Price Capital Appreciation I 4.75 12.30 3.78 14.45 17.73 13.72
T. Rowe Price Capital Appreciation 4.74 12.04 3.68 14.18 17.61 13.59
VY T. Rowe Price Capital Appreciation S 4.72 12.03 3.71 14.16 17.45 13.44
Natixis Diversified Income A LW 2.25 11.98 1.54 12.46 11.69 11.58
Natixis Diversified Income A 2.25 11.98 1.54 12.46 11.69 11.58
JHFunds2 Capital Appreciation Value NAV 4.70 11.94 3.71 14.04 17.62 ---
Natixis Diversified Income Y 2.28 11.90 1.61 12.34 --- ---
VY T. Rowe Price Capital Appreciation S2 4.68 11.87 3.62 13.94 17.26 13.26
T. Rowe Price Capital Appreciation Adv 4.71 11.74 3.60 13.84 17.25 13.25
VY T. Rowe Price Capital Appreciation A 4.68 11.66 3.60 13.75 17.04 13.04
Natixis Diversified Income C 2.20 11.25 1.36 11.58 10.86 10.74
Pioneer Classic Balanced Y 3.68 10.81 1.71 12.91 14.67 10.82
George Putnam Balanced R6 4.30 10.70 2.86 --- --- ---
Hennessy Equity and Income Institutional 5.01 10.69 3.54 11.50 13.28 11.80
Fidelity® Puritan® K 4.07 10.64 2.57 13.42 16.25 12.21
Fidelity® Balanced K 4.15 10.62 2.93 13.50 15.87 12.35
George Putnam Balanced Y 4.24 10.55 2.83 12.30 15.20 11.31
George Putnam Balanced R5 4.24 10.55 2.83 --- --- ---
State Farm Balanced 3.59 10.54 2.70 12.83 11.74 8.61
Pioneer Classic Balanced A Load Waived 3.70 10.52 1.71 12.54 14.36 10.50
Pioneer Classic Balanced A 3.70 10.52 1.71 12.54 14.36 10.50
Fidelity® Puritan® 4.02 10.50 2.50 13.24 16.11 12.08
Fidelity® Balanced 4.15 10.49 2.90 13.40 15.74 12.22
Scharf Balanced Opportunity Inv 5.02 10.47 1.19 12.11 --- ---
Hennessy Equity and Income Investor 4.99 10.42 3.46 11.18 12.99 11.52
Value Line Income & Growth 4.17 10.40 2.82 12.37 14.60 10.30
State Farm Equity & Bond Instl 3.85 10.37 2.79 12.53 14.15 10.84
Fidelity Advisor® Balanced Z 4.09 10.34 2.93 13.23 --- ---
George Putnam Balanced A Load Waived 4.26 10.32 2.78 12.07 14.92 11.02
George Putnam Balanced A 4.26 10.32 2.78 12.07 14.92 11.02
State Farm Equity & Bond R3 3.79 10.24 2.72 12.38 14.07 10.76
Plumb Balanced 3.80 10.21 2.35 13.09 13.45 9.43
Fidelity Advisor® Balanced I 4.09 10.21 2.89 13.05 15.58 12.08
Transamerica Partners Instl Balanced 3.68 10.20 2.58 12.53 15.10 11.87
Transamerica Multi-Mgd Balanced I 3.71 10.17 2.59 12.43 14.78 ---
State Farm Equity & Bond A Legacy LW 3.82 10.17 2.67 12.27 13.89 10.56
State Farm Equity & Bond A Legacy 3.82 10.17 2.67 12.27 13.89 10.56
State Farm Equity & Bond A Load Waived 3.85 10.16 2.79 12.30 13.92 10.58
State Farm Equity & Bond A 3.85 10.16 2.79 12.30 13.92 10.58
Columbia Balanced Y 4.03 10.15 2.42 12.68 --- ---
Columbia Balanced R5 4.04 10.14 2.40 12.63 16.43 ---
Eaton Vance Balanced I 3.31 10.13 1.45 13.06 --- ---
Calvert Balanced I 3.91 10.09 2.93 12.35 14.12 11.30
George Putnam Balanced R 4.27 10.08 2.72 11.84 14.62 10.76
Prudential Asset Allocation Z 3.70 10.05 2.09 12.29 15.23 11.67
State Farm Equity & Bond R2 3.80 10.02 2.63 12.10 13.74 10.41
Columbia Balanced R4 4.03 10.02 2.38 12.50 --- ---
MainStay Balanced I 3.71 9.98 2.07 11.61 15.87 12.33
Columbia Balanced Z 4.04 9.96 2.38 12.45 16.29 11.99
Fidelity Advisor® Balanced A LW 4.05 9.94 2.81 12.75 15.29 11.78
Fidelity Advisor® Balanced A 4.05 9.94 2.81 12.75 15.29 11.78
Disciplined Growth Investors 6.95 9.93 4.66 13.89 17.65 ---
Eaton Vance Balanced A Load Waived 3.31 9.92 1.39 12.78 15.36 10.78
Eaton Vance Balanced A 3.31 9.92 1.39 12.78 15.36 10.78
MainStay Balanced R1 3.68 9.90 2.04 11.51 15.75 12.21
Vanguard Wellington™ Admiral™ 4.00 9.88 2.37 11.78 15.81 11.60
Transamerica Multi-Mgd Balanced A LW 3.68 9.86 2.52 12.03 14.32 13.62
Transamerica Multi-Mgd Balanced A 3.68 9.86 2.52 12.03 14.32 13.62
George Putnam Balanced M 4.19 9.85 2.63 11.49 14.34 10.47
Columbia Balanced K 4.01 9.83 2.34 12.29 16.12 ---
State Farm Equity & Bond R1 3.81 9.82 2.64 11.89 13.54 10.21
Vanguard Wellington™ Inv 3.99 9.80 2.35 11.68 15.71 11.51
Transamerica Partners Balanced 3.63 9.80 2.41 12.05 14.68 11.47
UBS US Allocation P 4.17 9.78 2.39 12.86 15.59 12.21
Calvert Balanced Y 3.88 9.78 2.86 12.00 --- ---
Prudential Asset Allocation A LW 3.67 9.77 2.05 11.93 14.87 11.34
Prudential Asset Allocation A 3.67 9.77 2.05 11.93 14.87 11.34
Westwood Income Opportunity Instl 2.60 9.73 1.77 10.73 12.25 11.00
MainStay Balanced A Load Waived 3.69 9.73 1.98 11.33 15.58 12.05
MainStay Balanced A 3.69 9.73 1.98 11.33 15.58 12.05
American Beacon Balanced AMR 3.80 9.73 1.57 11.36 16.65 11.86
State Farm Equity & Bond B Legacy 3.81 9.72 2.57 11.81 13.45 10.12
Columbia Balanced A Load Waived 4.01 9.71 2.31 12.16 16.00 11.72
Columbia Balanced A 4.01 9.71 2.31 12.16 16.00 11.72
AMG Chicago Equity Partners Bal Instl 3.10 9.71 1.67 11.52 13.55 11.21
Fidelity Advisor® Balanced T 4.01 9.70 2.77 12.47 15.02 11.54
Pioneer Classic Balanced C 3.61 9.67 1.52 11.62 13.43 9.58
MainStay Balanced R2 3.66 9.65 1.97 11.21 15.47 11.94
American Funds Income Fund of Amer R6 4.15 9.65 1.75 11.80 15.46 12.13
1789 Growth and Income P 5.25 9.65 1.62 11.97 --- ---
AMG Chicago Equity Partners Bal Svc 3.16 9.63 1.65 11.42 --- ---
Hartford Balanced Y 4.40 9.61 2.19 12.26 15.71 11.43
American Funds Income Fund of Amer R5 4.15 9.61 1.73 11.75 15.39 12.06
MainStay Balanced Inv 3.69 9.59 1.96 11.16 15.38 11.85
George Putnam Balanced C 4.16 9.59 2.55 11.23 14.04 10.18
State Farm Equity & Bond B 3.76 9.58 2.60 11.58 13.20 9.88
Calvert Balanced A Load Waived 3.84 9.58 2.81 11.78 13.55 10.74
Calvert Balanced A 3.84 9.58 2.81 11.78 13.55 10.74
American Funds Income Fund of Amer F2 4.15 9.58 1.73 11.70 15.34 12.01
Vanguard Balanced Index I 3.66 9.57 2.52 11.56 14.34 11.60
Prudential Asset Allocation R 3.61 9.57 1.99 11.65 14.64 11.08
Vanguard Balanced Index Adm 3.66 9.56 2.52 11.55 14.32 11.58
Hartford Balanced R5 4.45 9.56 2.17 12.26 15.65 11.37
American Century Balanced Instl 3.84 9.56 2.32 11.47 14.38 11.43
Alger Balanced I-2 4.16 9.56 2.92 11.76 11.09 8.47
George Putnam Balanced B 4.18 9.54 2.56 11.25 14.04 10.17
Putnam Dynamic Asset Allocation Bal R6 3.96 9.51 2.39 11.82 --- ---
Columbia Balanced R 3.98 9.51 2.25 11.92 15.73 ---
UBS US Allocation A Load Waived 4.16 9.50 2.32 12.52 15.27 11.87
UBS US Allocation A 4.16 9.50 2.32 12.52 15.27 11.87
American Funds Income Fund of Amer 529F1 4.16 9.50 1.71 11.61 15.28 11.95
Westwood Income Opportunity A LW 2.53 9.46 1.64 10.39 11.98 10.72
Westwood Income Opportunity A 2.53 9.46 1.64 10.39 11.98 10.72
AMG Chicago Equity Partners Bal Inv 3.06 9.46 1.56 11.20 13.25 10.93
Putnam Dynamic Asset Allocation Bal R5 3.96 9.43 2.43 11.72 --- ---
Vanguard Balanced Index Inv 3.63 9.42 2.49 11.40 14.16 11.43
MainStay Balanced R3 3.63 9.41 1.91 10.95 15.20 11.66
American Beacon Balanced Instl 3.73 9.41 1.45 11.03 16.32 11.55
1919 Socially Responsive Balanced I 3.86 9.40 2.04 11.65 13.99 10.29
Putnam Dynamic Asset Allocation Bal Y 3.97 9.38 2.38 11.72 15.59 11.72
American Funds Income Fund of Amer A LW 4.15 9.38 1.68 11.50 15.15 11.82
American Funds Income Fund of Amer A 4.15 9.38 1.68 11.50 15.15 11.82
American Beacon Balanced Y 3.74 9.37 1.45 10.93 16.22 ---
American Century Balanced Inv 3.85 9.36 2.27 11.31 14.13 11.20
American Funds Income Fund of Amer F1 4.16 9.32 1.65 11.38 15.04 11.74
1789 Growth and Income A Load Waived 5.18 9.32 1.55 11.63 --- ---
1789 Growth and Income A 5.18 9.32 1.55 11.63 --- ---
Hartford Balanced HLS IA 4.15 9.31 2.03 12.04 15.87 11.47
American Funds Income Fund of Amer 529A 4.16 9.31 1.66 11.41 15.02 11.72
American Funds Income Fund of Amer 52 LW 4.16 9.31 1.66 11.41 15.02 11.72
Perkins Value Plus Income I 3.50 9.30 2.16 10.39 12.92 ---
MainStay Income Builder I 3.67 9.29 1.15 11.28 15.81 12.75
JHancock Balanced R6 3.75 9.29 1.80 11.32 15.92 ---
Hartford Balanced R4 4.41 9.29 2.11 11.91 15.26 11.02
Eaton Vance Balanced C 3.30 9.28 1.30 12.04 14.48 9.97
American Funds Income Fund of Amer R4 4.16 9.28 1.66 11.38 15.06 11.74
JHancock Balanced R5 3.74 9.27 1.83 11.28 15.90 10.66
American Funds American Balanced R6 4.28 9.25 2.79 11.88 16.73 12.73
Hartford Balanced A Load Waived 4.41 9.23 2.06 11.85 15.20 10.95
Hartford Balanced A 4.41 9.23 2.06 11.85 15.20 10.95
Fidelity Advisor® Balanced C 3.96 9.23 2.62 11.89 14.41 10.95
American Funds American Balanced R5 4.28 9.21 2.77 11.81 16.69 12.68
Perkins Value Plus Income D 3.49 9.19 2.14 10.35 12.76 ---
JHancock Balanced I 3.75 9.19 1.82 11.26 15.85 10.65
Putnam Dynamic Asset Allocation Bal A LW 3.97 9.18 2.38 11.47 15.30 11.45
Putnam Dynamic Asset Allocation Bal A 3.97 9.18 2.38 11.47 15.30 11.45
Perkins Value Plus Income T 3.48 9.17 2.10 10.22 12.71 ---
Eaton Vance Balanced B 3.19 9.17 1.19 11.93 14.48 9.94
Transamerica Multi-Mgd Balanced C 3.61 9.15 2.32 11.26 13.61 12.94
American Funds American Balanced F2 4.29 9.14 2.77 11.73 16.60 12.62
1919 Socially Responsive Balanced A LW 3.81 9.14 1.95 11.37 13.65 10.01
1919 Socially Responsive Balanced A 3.81 9.14 1.95 11.37 13.65 10.01
Fidelity Advisor® Balanced B 3.94 9.11 2.59 11.83 14.32 10.87
Sit Balanced 4.14 9.10 2.91 11.62 13.28 10.39
CornerCap Balanced 3.40 9.10 1.55 11.46 13.61 9.52
American Funds American Balanced 529F 4.29 9.10 2.75 11.67 16.52 12.53
Hartford Checks and Balances R5 4.31 9.09 2.01 11.32 16.68 10.96
American Beacon Balanced Inv 3.73 9.09 1.40 10.72 15.94 11.19
Prudential Asset Allocation C 3.55 9.08 1.80 11.12 14.07 10.55
Prudential Asset Allocation B 3.61 9.07 1.86 11.18 14.09 10.56
Perkins Value Plus Income S 3.46 9.07 2.03 10.07 12.47 ---
Hartford Balanced HLS IB 4.14 9.07 1.97 11.75 15.58 11.19
MainStay Income Builder A Load Waived 3.65 9.05 1.04 10.98 15.51 12.46
MainStay Income Builder A 3.65 9.05 1.04 10.98 15.51 12.46
Perkins Value Plus Income A Load Waived 3.48 9.04 2.10 10.07 12.59 ---
Perkins Value Plus Income A 3.48 9.04 2.10 10.07 12.59 ---
JHancock Balanced R4 3.73 9.04 1.77 11.04 15.64 10.37
American Funds Income Fund of Amer 529E 4.13 9.04 1.55 11.12 14.72 11.41
Columbia Balanced C 3.93 9.03 2.12 11.36 15.16 10.88
Hartford Checks and Balances I 4.31 9.00 1.92 11.33 16.68 10.98
Columbia Balanced B 3.96 9.00 2.12 11.33 15.14 10.89
American Funds Income Fund of Amer R3 4.12 9.00 1.54 11.08 14.70 11.39
Innealta Capital Risk Based Opp Mod I 1.60 8.99 -0.90 9.44 --- ---
Hartford Balanced R3 4.36 8.98 2.02 11.56 14.95 10.69
American Beacon Balanced A Load Waived 3.68 8.95 1.34 10.56 15.77 ---
American Beacon Balanced A 3.68 8.95 1.34 10.56 15.77 ---
American Beacon Balanced Adv 3.73 8.94 1.37 10.54 15.77 11.03
Innealta Capital Risk Based Opp Mod N 1.70 8.93 -0.86 9.32 --- ---
American Funds American Balanced A LW 4.25 8.93 2.68 11.51 16.35 12.37
American Funds American Balanced A 4.25 8.93 2.68 11.51 16.35 12.37
Transamerica Multi-Mgd Balanced B 3.58 8.91 2.25 10.99 13.32 12.65
JHancock Balanced R2 3.70 8.91 1.71 10.92 --- ---
Putnam Dynamic Asset Allocation Bal R 3.93 8.90 2.27 11.20 15.01 11.17
American Funds American Balanced R4 4.25 8.90 2.66 11.42 16.34 12.33
JHancock Balanced A Load Waived 3.70 8.88 1.69 10.83 15.41 10.21
JHancock Balanced A 3.70 8.88 1.69 10.83 15.41 10.21
MainStay Income Builder Inv 3.65 8.87 1.04 10.79 15.21 12.13
MassMutual Premier Balanced R5 3.80 8.86 1.90 10.86 14.32 10.95
MainStay Balanced C 3.61 8.86 1.75 10.31 14.52 11.01
MainStay Balanced B 3.58 8.86 1.75 10.30 14.51 11.01
Hotchkis & Wiley Capital Income I 3.47 8.86 0.93 11.00 17.42 ---
American Funds American Balanced F1 4.21 8.85 2.66 11.41 16.32 12.35
Calvert Balanced C 3.78 8.83 2.61 10.89 12.64 9.83
American Funds American Balanced 529A LW 4.21 8.83 2.66 11.38 16.27 12.28
American Funds American Balanced 529A 4.21 8.83 2.66 11.38 16.27 12.28
Hartford Checks and Balances A LW 4.31 8.80 1.95 11.05 16.41 10.69
Hartford Checks and Balances A 4.31 8.80 1.95 11.05 16.41 10.69
Delaware Dividend Income Instl 3.59 8.77 0.38 10.07 15.95 12.35
UBS US Allocation C 4.10 8.76 2.14 11.68 14.41 11.04
Putnam Dynamic Asset Allocation Bal M 3.91 8.73 2.25 10.95 14.72 10.89
Innealta Capital Risk Based Opp Mod A LW 1.60 8.73 -0.96 9.11 --- ---
Innealta Capital Risk Based Opp Mod A 1.60 8.73 -0.96 9.11 --- ---
Hartford Checks and Balances R4 4.24 8.73 1.89 10.95 16.29 10.63
MassMutual Premier Balanced Svc 3.81 8.69 1.91 10.72 14.11 10.77
American Funds Income Fund of Amer B 4.09 8.69 1.49 10.66 14.27 10.97
JHancock Balanced R3 3.69 8.68 1.67 10.63 15.20 9.99
Advance Capital I Balanced Instl 3.92 8.67 0.73 10.63 13.22 10.96
Franklin Balanced R6 3.29 8.66 0.30 10.27 --- ---
American Funds Income Fund of Amer R1 4.08 8.62 1.48 10.62 14.22 10.90
1789 Growth and Income C 5.07 8.61 1.33 10.83 13.65 ---
Janus Balanced N 3.44 8.60 2.43 11.27 --- ---
American Funds American Balanced R3 4.22 8.60 2.60 11.13 15.98 12.01
Hotchkis & Wiley Capital Income A LW 3.50 8.59 0.99 10.73 17.89 ---
Hotchkis & Wiley Capital Income A 3.50 8.59 0.99 10.73 17.89 ---
American Funds American Balanced 529E 4.21 8.59 2.60 11.11 15.97 11.98
MassMutual Premier Balanced Adm 3.79 8.58 1.82 10.55 13.94 10.59
Dodge & Cox Balanced 3.89 8.58 1.03 11.49 20.00 13.18
American Funds Income Fund of Amer C 4.06 8.58 1.45 10.60 14.21 10.92
American Funds Income Fund of Amer R2 4.05 8.56 1.44 10.58 14.22 10.90
American Funds Income Fund of Amer 529B 4.07 8.56 1.45 10.52 14.12 10.84
Franklin Balanced Adv 3.19 8.55 0.18 10.14 13.20 11.31
Hartford Balanced C 4.36 8.53 1.89 11.07 14.39 10.16
JHancock Balanced R1 3.68 8.52 1.59 10.44 15.05 9.88
Delaware Dividend Income A Load Waived 3.56 8.52 0.30 9.77 15.66 12.06
Delaware Dividend Income A 3.56 8.52 0.30 9.77 15.66 12.06
American Funds Income Fund of Amer 529C 4.08 8.52 1.46 10.50 14.12 10.84
Janus Balanced I 3.44 8.50 2.39 11.15 15.02 10.45
Calvert Balanced B 3.77 8.49 2.53 10.52 12.33 9.57
1919 Socially Responsive Balanced C 3.77 8.49 1.83 10.61 12.88 9.31
Janus Aspen Balanced Instl 3.44 8.48 2.40 11.14 15.28 10.72
Federated MDT Balanced Instl 3.74 8.47 1.15 10.85 15.53 10.44
Janus Balanced D 3.44 8.46 2.37 11.06 14.95 10.37
Hartford Checks and Balances R3 4.24 8.43 1.77 10.58 15.98 10.27
Putnam Dynamic Asset Allocation Bal C 3.85 8.42 2.10 10.62 14.46 10.61
Cavanal Hill Balanced I 3.14 8.40 1.97 9.98 11.97 10.44
Putnam Dynamic Asset Allocation Bal B 3.85 8.38 2.13 10.61 14.42 10.62
Advance Capital I Balanced Retail 3.89 8.37 0.66 10.35 12.91 10.68
Janus Balanced T 3.41 8.36 2.35 10.98 14.83 10.26
MassMutual Premier Balanced A LW 3.72 8.35 1.79 10.32 13.69 10.35
MassMutual Premier Balanced A 3.72 8.35 1.79 10.32 13.69 10.35
Hartford Balanced B 4.33 8.35 1.83 10.83 14.22 9.99
Calamos Growth & Income I 5.17 8.35 2.18 11.26 11.40 9.55
Perkins Value Plus Income C 3.41 8.31 1.92 9.30 11.91 ---
Delaware Dividend Income R 3.59 8.27 0.22 9.55 15.36 11.80
Pax World Balanced Instl 3.65 8.26 2.11 9.89 12.86 9.64
Franklin Balanced A Load Waived 3.17 8.26 0.10 9.83 12.89 10.97
Franklin Balanced A 3.17 8.26 0.10 9.83 12.89 10.97
American Beacon Balanced C 3.67 8.26 1.20 9.76 14.93 ---
VY Franklin Income I 2.44 8.25 -1.18 9.70 13.33 11.17
MFS® Total Return R5 3.55 8.25 1.84 10.10 --- ---
Janus Balanced A Load Waived 3.41 8.25 2.33 10.83 14.68 10.13
Janus Balanced A 3.41 8.25 2.33 10.83 14.68 10.13
Cavanal Hill Balanced A Load Waived 3.15 8.23 1.91 9.73 11.69 ---
Cavanal Hill Balanced A 3.15 8.23 1.91 9.73 11.69 ---
Federated MDT Balanced A Load Waived 3.69 8.22 1.10 10.56 15.22 10.17
Federated MDT Balanced A 3.69 8.22 1.10 10.56 15.22 10.17
JHancock Balanced C 3.70 8.21 1.56 10.13 14.64 9.46
American Funds American Balanced C 4.19 8.20 2.49 10.65 15.45 11.48
MFS® Total Return I 3.54 8.19 1.82 10.03 14.08 10.42
American Funds American Balanced R2 4.19 8.19 2.50 10.65 15.50 11.53
American Funds American Balanced B 4.18 8.18 2.48 10.66 15.50 11.52
Schwab Balanced 3.82 8.17 2.67 10.40 13.44 10.63
American Funds American Balanced R1 4.15 8.17 2.49 10.62 15.47 11.50
JHancock Balanced B 3.65 8.16 1.51 10.08 14.63 9.45
Sterling Capital Strategic Allc Bal I 2.74 8.15 0.08 9.67 11.75 8.80
MainStay Income Builder C 3.59 8.15 0.81 9.96 14.34 11.30
Cavanal Hill Balanced Inv 3.07 8.14 1.84 9.65 11.69 10.15
Janus Balanced S 3.38 8.13 2.30 10.70 14.55 9.99
MFS® Total Return R4 3.54 8.12 1.82 9.96 14.07 10.41
Calamos Growth & Income A Load Waived 5.15 8.10 2.11 10.97 11.12 9.27
Calamos Growth & Income A 5.15 8.10 2.11 10.97 11.12 9.27
American Funds American Balanced 529B 4.17 8.10 2.48 10.54 15.37 11.39
MainStay Income Builder B 3.53 8.09 0.81 9.94 14.34 11.29
American Funds American Balanced 529C 4.18 8.08 2.46 10.54 15.36 11.41
Prudential Real Assets Z 1.05 8.06 -2.41 8.11 4.77 ---
Hartford Checks and Balances C 4.16 8.06 1.68 10.24 15.50 9.85
Pax World Balanced Individual Inv 3.65 8.05 2.05 9.60 12.59 9.36
WesMark Balanced 3.49 8.02 1.71 9.68 11.38 9.89
Hartford Checks and Balances B 4.16 7.99 1.66 10.16 15.42 9.79
MFS® Total Return A Load Waived 3.52 7.97 1.76 9.76 13.80 10.12
MFS® Total Return A 3.52 7.97 1.76 9.76 13.80 10.12
VY Franklin Income S 2.37 7.96 -1.27 9.43 13.04 10.89
MFS® Total Return R3 3.52 7.96 1.76 9.75 13.79 10.14
Federated MDT Balanced R 3.69 7.95 1.04 10.30 14.81 9.73
1919 Socially Responsive Balanced B 3.76 7.95 1.67 10.09 12.39 9.01
Sterling Capital Strategic Allc Bal A LW 2.76 7.91 0.02 9.37 11.44 8.49
Sterling Capital Strategic Allc Bal A 2.76 7.91 0.02 9.37 11.44 8.49
Jamestown Balanced 4.56 7.87 1.47 10.40 14.69 10.57
Calamos Growth & Income R 5.13 7.86 2.07 10.71 10.85 9.01
Janus Balanced R 3.36 7.85 2.20 10.38 14.25 9.70
VY Franklin Income S2 2.37 7.84 -1.27 9.21 12.88 10.72
MFS® Total Return 529A Load Waived 3.47 7.84 1.70 9.68 13.71 10.03
MFS® Total Return 529A 3.47 7.84 1.70 9.68 13.71 10.03
Capital Guardian Core Balanced Instl 4.97 7.80 2.37 --- --- ---
Vanguard STAR Inv 3.48 7.79 1.31 10.07 14.15 10.55
New Covenant Balanced Growth 3.46 7.78 1.89 9.76 12.66 9.39
Pax World Balanced R 3.59 7.77 2.00 9.32 12.29 9.08
Delaware Dividend Income C 3.49 7.76 0.11 8.95 14.78 11.23
VY Franklin Income A 2.34 7.72 -1.30 9.02 12.68 10.48
USAA First Start Growth 3.68 7.72 0.93 9.92 14.28 11.08
Manning & Napier Strategic Inc Modrt I 2.17 7.71 0.38 8.65 --- ---
Mairs & Power Balanced Inv 3.33 7.71 1.49 9.40 16.08 12.52
Frost Moderate Allocation Instl 3.69 7.69 1.13 9.62 12.27 8.68
Prudential Real Assets A Load Waived 0.96 7.66 -2.60 7.75 4.47 ---
Prudential Real Assets A 0.96 7.66 -2.60 7.75 4.47 ---
MFS® Total Return R2 3.49 7.66 1.69 9.45 13.47 9.86
Calamos Growth & Income B 5.08 7.65 1.91 10.49 10.71 8.70
Franklin Balanced C 3.05 7.54 -0.16 8.95 12.07 10.20
Janus Balanced C 3.34 7.53 2.14 10.01 13.84 9.33
Federated MDT Balanced C 3.62 7.51 0.93 9.73 14.36 9.35
JPMorgan Investor Growth & Income Sel 4.04 7.50 1.49 10.10 14.87 10.71
Sextant Core 2.65 7.47 1.43 8.88 9.25 7.35
Sentinel Balanced I 4.15 7.47 1.92 9.33 14.39 11.08
Nationwide HighMark Balanced Instl 3.40 7.45 1.83 8.67 --- ---
Manning & Napier Strategic Inc Modrt S 2.18 7.45 0.23 8.41 --- ---
Frost Moderate Allocation A Load Waived 3.61 7.44 1.06 9.39 11.98 8.37
Frost Moderate Allocation A 3.61 7.44 1.06 9.39 11.98 8.37
American Funds Balanced Portfolio R6 3.60 7.43 1.64 9.72 --- ---
Wells Fargo Advantage Growth Balanced Ad 4.05 7.39 1.93 9.65 16.59 11.94
Calamos Growth & Income C 5.11 7.39 1.92 10.14 10.30 8.46
American Funds Balanced Portfolio R5 3.60 7.39 1.63 9.66 --- ---
BlackRock Growth Prepared Instl 6.01 7.38 2.25 10.56 16.46 11.91
TETON Westwood Balanced I 3.58 7.37 2.10 9.42 13.15 9.49
Nationwide HighMark Balanced InSvc 3.41 7.37 1.78 8.54 12.26 9.61
American Funds Balanced Portfolio F2 3.61 7.37 1.62 9.62 --- ---
American Funds College 2024 529F1 2.60 7.36 1.16 9.56 --- ---
Vanguard LifeStrategy Moderate Gr Inv 3.11 7.35 0.95 9.08 12.47 9.64
Voya Solution Balanced I 3.69 7.34 1.01 9.39 13.54 9.81
BMO Growth Balanced R-6 3.51 7.34 1.08 --- --- ---
American Funds Balanced Portfolio 529F1 3.61 7.31 1.68 9.54 --- ---
JPMorgan Diversified Instl 3.68 7.30 1.11 9.65 14.95 11.07
Sterling Capital Strategic Allc Bal C 2.71 7.28 -0.15 8.54 10.64 7.69
Voya Strategic Allocation Moderate I 3.45 7.26 0.99 9.34 13.61 10.01
Dreyfus Balanced Opportunity J 3.90 7.26 1.87 9.55 15.25 10.82
Dreyfus Balanced Opportunity I 3.90 7.26 1.87 9.53 15.30 10.91
MFS® Total Return R1 3.46 7.25 1.57 8.88 12.94 9.31
Rainier Balanced Institutional 3.48 7.24 2.11 10.28 12.88 9.71
American Funds Balanced Portfolio A LW 3.61 7.24 1.65 9.45 --- ---
American Funds Balanced Portfolio A 3.61 7.24 1.65 9.45 --- ---
Victory Balanced I 4.07 7.22 1.40 9.10 15.14 10.37
Sentinel Balanced A Load Waived 4.18 7.22 1.90 9.06 14.21 10.93
Sentinel Balanced A 4.18 7.22 1.90 9.06 14.21 10.93
JPMorgan Investor Growth & Income A LW 3.99 7.21 1.41 9.77 14.55 10.41
JPMorgan Investor Growth & Income A 3.99 7.21 1.41 9.77 14.55 10.41
Leuthold Core Investment I 2.96 7.20 -0.46 8.93 12.09 6.86
Dreyfus Balanced Opportunity Z 3.92 7.20 1.83 9.44 15.06 10.66
American Funds College 2024 529-A LW 2.52 7.20 1.08 9.28 --- ---
American Funds College 2024 529-A 2.52 7.20 1.08 9.28 --- ---
American Funds Balanced Portfolio R4 3.61 7.20 1.56 9.38 --- ---
TETON Westwood Balanced AAA 3.58 7.17 2.11 9.14 12.85 9.23
MFS® Total Return B 3.46 7.17 1.51 8.86 12.93 9.30
MFS® Total Return 529C 3.44 7.16 1.55 8.84 12.88 9.23
Wells Fargo Advantage Growth Balanced A 4.02 7.15 1.88 9.35 16.30 11.65
Wells Fargo Advantage Growth Balanc A LW 4.02 7.15 1.88 9.35 16.30 11.65
MFS® Total Return C 3.44 7.14 1.50 8.89 12.90 9.30
Leuthold Core Investment Retail 2.96 7.13 -0.48 8.84 12.00 6.74
Nationwide HighMark Balanced A LW 3.41 7.12 1.71 8.28 11.97 9.35
Nationwide HighMark Balanced A 3.41 7.12 1.71 8.28 11.97 9.35
MFS® Total Return 529B 3.45 7.12 1.55 8.80 12.86 9.25
American Century Strat Allc: Mod R6 3.66 7.12 1.00 8.98 --- ---
Sterling Capital Strategic Allc Bal B 2.62 7.11 -0.29 8.46 10.59 7.67
QS Legg Mason Dynamic Multi-Strategy A 3.44 7.09 0.78 9.65 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 3.44 7.09 0.78 9.65 --- ---
JPMorgan Diversified Sel 3.68 7.09 1.03 9.37 14.69 10.81
American Funds Balanced Portfolio F1 3.53 7.09 1.55 9.28 --- ---
Dreyfus Balanced Opportunity A LW 3.91 7.08 1.83 9.30 15.02 10.62
Dreyfus Balanced Opportunity A 3.91 7.08 1.83 9.30 15.02 10.62
American Funds Balanced Portfolio 529A 3.53 7.08 1.54 9.26 --- ---
American Funds Balanced Portfolio 529 LW 3.53 7.08 1.54 9.26 --- ---
Voya Strategic Allocation Moderate S 3.46 7.07 0.92 9.07 13.35 9.75
Prudential Real Assets C 0.87 7.07 -2.71 6.97 3.70 ---
Prudential Real Assets B 0.97 7.07 -2.71 7.08 3.73 ---
JHancock Lifestyle II Balanced 1 3.09 7.05 0.86 --- --- ---
Voya Solution Balanced S 3.66 7.04 1.03 9.12 13.27 9.56
Victory Balanced A Load Waived 4.06 7.03 1.40 8.94 14.87 9.95
Victory Balanced A 4.06 7.03 1.40 8.94 14.87 9.95
Rainier Balanced Original 3.44 7.03 2.05 10.01 12.60 9.42
Voya Balanced I 3.36 7.02 0.83 8.96 13.41 10.32
JHancock Lifestyle II Balanced R6 3.09 7.01 0.84 --- --- ---
American Century Strat Allc: Mod Instl 3.52 7.00 0.96 8.82 13.06 10.07
BlackRock Growth Prepared Inv A LW 5.94 6.99 2.20 10.17 16.00 11.47
BlackRock Growth Prepared Inv A 5.94 6.99 2.20 10.17 16.00 11.47
American Century One Choice® Mod Inv 3.57 6.99 0.82 8.97 13.21 10.18
Lord Abbett Multi-Asset Balanced Opp I 3.27 6.95 0.21 8.93 14.49 10.07
ESG Managers® Balanced Port Inst 3.60 6.94 1.17 8.69 12.38 ---
American Funds College 2024 529-E 2.53 6.94 1.08 9.01 --- ---
Tributary Balanced Instl Plus 4.07 6.93 1.77 9.27 13.59 ---
Voya Solution Balanced S2 3.57 6.92 0.94 9.01 13.13 ---
TETON Westwood Balanced A Load Waived 3.56 6.92 2.04 8.90 12.58 8.95
TETON Westwood Balanced A 3.56 6.92 2.04 8.90 12.58 8.95
Principal SAM Balanced Inst 3.48 6.91 1.08 9.06 13.59 10.67
American Funds Balanced Portfolio 529E 3.62 6.91 1.49 9.07 --- ---
JPMorgan Diversified A Load Waived 3.69 6.88 0.99 9.14 14.40 10.53
JPMorgan Diversified A 3.69 6.88 0.99 9.14 14.40 10.53
Lord Abbett Multi-Asset Balanced Opp F 3.27 6.87 0.18 8.83 14.38 9.99
BlackRock Growth Prepared R 5.89 6.87 2.06 9.88 15.81 11.27
Voya Solution Balanced A 3.60 6.84 0.95 8.84 13.00 9.19
RiverNorth Core Opportunity R 2.47 6.83 -0.60 9.98 13.36 10.91
American Funds College 2027 529F1 2.92 6.82 0.79 9.78 --- ---
American Funds Balanced Portfolio R3 3.54 6.81 1.48 8.99 --- ---
Timothy Plan Defensive Strategies I 1.48 6.80 -2.84 6.04 --- ---
Voya Balanced S 3.39 6.79 0.83 8.74 13.13 10.06
JPMorgan Investor Balanced Select 3.12 6.77 1.23 8.65 11.83 8.89
ICON Risk-Managed Balanced S 3.07 6.77 1.89 7.35 10.88 7.21
American Funds College 2027 529-A LW 2.93 6.75 0.80 9.57 --- ---
American Funds College 2027 529-A 2.93 6.75 0.80 9.57 --- ---
Madison Diversified Income A LW 3.18 6.74 1.74 7.98 11.20 9.88
Madison Diversified Income A 3.18 6.74 1.74 7.98 11.20 9.88
Nuveen Strategy Growth Allocation I 3.93 6.73 0.00 9.49 14.30 10.29
Victory Balanced R 3.97 6.71 1.26 8.56 14.49 9.58
Principal SAM Balanced R5 3.49 6.71 1.02 8.79 13.30 10.38
American Century Strat Allc: Mod Inv 3.52 6.71 0.91 8.60 12.84 9.85
Principal SAM Balanced A Load Waived 3.50 6.69 1.05 8.78 13.22 10.31
Principal SAM Balanced A 3.50 6.69 1.05 8.78 13.22 10.31
Great-West Moderate Profile II Init 3.44 6.69 1.32 8.43 12.82 9.53
Tributary Balanced Instl 4.06 6.68 1.71 9.00 13.36 12.68
Timothy Plan Defensive Strategies A LW 1.57 6.68 -2.75 5.89 1.27 5.05
Timothy Plan Defensive Strategies A 1.57 6.68 -2.75 5.89 1.27 5.05
JPMorgan Investor Growth & Income B 3.95 6.67 1.22 9.12 13.95 9.82
JPMorgan Investor Growth & Income C 3.96 6.66 1.26 9.11 13.93 9.83
FPA Crescent 3.72 6.66 1.07 9.03 13.92 10.88
ESG Managers® Balanced Port A LW 3.52 6.66 1.09 8.43 12.08 ---
ESG Managers® Balanced Port A 3.52 6.66 1.09 8.43 12.08 ---
Principal SAM Balanced J 3.47 6.64 1.02 8.73 13.26 10.27
Lord Abbett Multi-Asset Balanced Opp A 3.25 6.64 0.15 8.58 14.20 9.78
Lord Abbett Multi-Asset Balanced Op A LW 3.25 6.64 0.15 8.58 14.20 9.78
Manning & Napier Pro-Blend Extnd Term I 3.33 6.63 -1.63 8.84 13.02 10.11
Principal SAM Balanced R4 3.49 6.62 1.05 8.67 13.18 10.27
T. Rowe Price Balanced 3.35 6.60 0.71 8.93 14.28 10.79
Great-West Moderate Profile I Init 3.45 6.59 1.26 8.29 12.68 9.36
Voya Retirement Moderate Growth I 3.12 6.58 0.60 8.25 12.73 9.54
Nationwide HighMark Balanced C 3.37 6.57 1.62 7.59 11.33 8.70
RidgeWorth Moderate Allocation Strat I 2.99 6.55 1.03 8.55 11.27 8.82
TETON Westwood Balanced C 3.52 6.54 1.96 8.35 12.04 8.41
Nuveen Strategy Balanced Allc I 2.94 6.53 -0.02 8.88 12.42 9.42
Great-West Moderate Profile II L 3.50 6.53 1.28 8.18 12.58 ---
American Century Strat Allc: Mod A LW 3.53 6.53 0.84 8.49 12.59 9.60
American Century Strat Allc: Mod A 3.53 6.53 0.84 8.49 12.59 9.60
Nuveen Strategy Growth Allocation A LW 3.96 6.52 -0.07 9.27 14.02 10.02
Nuveen Strategy Growth Allocation A 3.96 6.52 -0.07 9.27 14.02 10.02
JPMorgan Investor Balanced A LW 3.06 6.52 1.17 8.41 11.52 8.61
JPMorgan Investor Balanced A 3.06 6.52 1.17 8.41 11.52 8.61
Intrepid Capital Institutional 2.23 6.52 -0.38 6.74 11.57 ---
ICON Risk-Managed Balanced A LW 2.99 6.49 1.80 7.09 10.59 6.96
ICON Risk-Managed Balanced A 2.99 6.49 1.80 7.09 10.59 6.96
Sentinel Balanced C 4.12 6.48 1.70 8.25 13.29 10.05
Lord Abbett Multi-Asset Balanced Opp P 3.25 6.48 0.09 8.48 13.98 9.60
RidgeWorth Moderate Allocation Strat A 3.00 6.47 1.04 8.46 11.08 8.58
RidgeWorth Moderate Allocation Stra A LW 3.00 6.47 1.04 8.46 11.08 8.58
American Funds Balanced Portfolio C 3.55 6.45 1.39 8.54 --- ---
Lord Abbett Multi-Asset Balanced Opp R3 3.24 6.44 0.08 8.41 13.95 9.53
American Funds Balanced Portfolio B 3.54 6.44 1.37 8.59 --- ---
Wells Fargo Advantage Growth Balanced C 3.93 6.43 1.67 8.54 15.43 10.83
Wells Fargo Advantage Growth Balanced B 3.95 6.43 1.67 8.50 15.41 10.81
Thrivent Balanced Income Plus I 3.04 6.43 1.16 8.62 14.02 11.23
American Funds College 2027 529-E 2.86 6.43 0.64 9.28 --- ---
American Funds College 2024 529-C 2.55 6.43 0.92 8.42 --- ---
American Funds College 2024 529-B 2.46 6.43 0.92 8.43 --- ---
Thrivent Moderate Allocation I 3.15 6.41 0.92 8.28 12.33 9.81
Principal SAM Balanced R3 3.49 6.41 0.99 8.47 12.97 10.06
Manning & Napier Pro-Blend Extnd Term S 3.29 6.40 -1.70 8.61 12.72 9.82
American Funds Balanced Portfolio R2 3.55 6.39 1.38 8.47 --- ---
First Investors Total Return Instl 3.12 6.38 0.78 8.73 --- ---
JPMorgan Diversified C 3.59 6.37 0.82 8.56 13.82 9.99
American Funds Balanced Portfolio 529C 3.55 6.37 1.36 8.50 --- ---
Dreyfus Balanced Opportunity C 3.83 6.36 1.65 8.47 14.13 9.77
T. Rowe Price Personal Strat Balanced 3.12 6.35 0.38 8.60 14.21 10.87
American Funds Balanced Portfolio 529B 3.54 6.35 1.36 8.47 --- ---
Victory Balanced C 3.96 6.34 1.24 8.13 14.04 9.14
Fidelity Asset Manager® 70% 3.56 6.34 0.55 9.11 14.53 10.77
BNY Mellon Asset Allocation M 3.63 6.34 0.76 8.27 12.02 8.42
American Funds Balanced Portfolio R1 3.47 6.34 1.31 8.49 --- ---
Great-West SecureFoundation® Bal ETF A 3.24 6.33 1.06 8.01 --- ---
Great-West SecureFoundation® Bal ET A LW 3.24 6.33 1.06 8.01 --- ---
Nuveen Strategy Balanced Allc A LW 2.93 6.32 -0.17 8.59 12.12 9.16
Nuveen Strategy Balanced Allc A 2.93 6.32 -0.17 8.59 12.12 9.16
JPMorgan Diversified B 3.62 6.32 0.86 8.54 13.79 9.98
Columbia Capital Allocation Mod Agrsv Y 3.77 6.32 1.21 8.80 --- ---
Columbia Capital Allocation Mod Agrsv R5 3.79 6.32 1.24 8.74 --- ---
BlackRock Growth Prepared Inv C 5.90 6.31 1.94 9.36 15.17 10.66
Lord Abbett Multi-Asset Balanced Opp R2 3.17 6.30 -0.03 8.22 13.82 9.45
First Investors Total Return Adv 3.07 6.29 0.77 8.46 --- ---
Principal SAM Balanced R2 3.50 6.28 0.95 8.29 12.77 9.85
Nuveen Strategy Growth Allocation R3 3.93 6.28 -0.15 8.93 13.74 9.74
Fidelity Asset Manager® 60% 3.04 6.28 0.59 8.52 12.92 9.86
Fidelity Advisor Asset Manager® 70% I 3.51 6.28 0.51 9.01 14.47 10.72
SEI Aggressive Strategy A (SAAT) 3.69 6.27 0.12 8.41 14.93 10.87
American Century Strat Allc: Mod R 3.40 6.27 0.65 8.01 12.21 9.30
Intrepid Capital 2.24 6.24 -0.45 6.48 11.30 10.17
Voya Retirement Moderate Growth A 3.11 6.23 0.52 7.80 12.30 9.11
Outfitter 2.80 6.21 1.13 7.22 --- ---
New Century Balanced 3.41 6.20 0.35 8.12 12.43 9.35
Columbia Capital Allocation Mod Agrsv Z 3.74 6.19 1.22 8.68 13.24 10.62
Fidelity Advisor Asset Manager® 60% I 2.95 6.18 0.59 8.50 12.80 9.80
Madison Moderate Allocation A LW 3.16 6.16 0.90 8.05 11.50 8.88
Madison Moderate Allocation A 3.16 6.16 0.90 8.05 11.50 8.88
Columbia Capital Allocation Mod Agrsv R4 3.71 6.15 1.21 8.62 --- ---
Manning & Napier Pro-Blend Extnd Term R 3.23 6.13 -1.77 8.25 12.44 ---
Great-West SecureFoundation® Balanced G 3.07 6.13 0.90 7.73 12.45 9.36
Principal SAM Balanced R1 3.49 6.11 0.88 8.15 12.61 9.71
Calvert Moderate Allocation A LW 3.75 6.11 1.65 8.29 13.32 9.76
Calvert Moderate Allocation A 3.75 6.11 1.65 8.29 13.32 9.76
PNC Balanced Allocation I 3.13 6.10 0.88 7.81 12.87 9.63
Nuveen Strategy Balanced Allc R3 2.96 6.09 -0.24 8.30 11.85 8.88
Columbia Capital Allocation Mod Agrsv K 3.74 6.09 1.18 8.46 --- ---
Thrivent Moderate Allocation A LW 3.08 6.08 0.83 7.85 11.92 9.43
Thrivent Moderate Allocation A 3.08 6.08 0.83 7.85 11.92 9.43
BNY Mellon Asset Allocation Inv 3.59 6.07 0.61 7.94 11.74 8.14
SEI Aggressive Strategy I (SAAT) 3.62 6.06 0.06 8.09 14.64 10.59
Fidelity Advisor Asset Manager® 70% A LW 3.52 6.05 0.46 8.79 14.16 10.43
Fidelity Advisor Asset Manager® 70% A 3.52 6.05 0.46 8.79 14.16 10.43
Great-West SecureFoundation® Balanced G1 3.13 6.04 0.89 7.63 12.34 9.25
Thrivent Balanced Income Plus A LW 3.03 6.03 1.06 8.26 13.55 10.73
Thrivent Balanced Income Plus A 3.03 6.03 1.06 8.26 13.55 10.73
JPMorgan Investor Balanced B 3.06 6.00 1.04 7.78 10.94 8.05
JPMorgan Investor Balanced C 3.03 5.99 1.00 7.74 10.94 8.04
Madison Diversified Income C 3.10 5.97 1.54 7.15 --- ---
Madison Diversified Income B 3.10 5.97 1.54 7.15 10.36 9.07
Lord Abbett Multi-Asset Balanced Opp B 3.11 5.97 -0.13 7.76 13.35 8.98
Great-West SecureFoundation® Balanced L 3.14 5.97 0.91 7.50 12.19 ---
First Investors Total Return A LW 3.02 5.97 0.67 8.25 14.09 11.11
First Investors Total Return A 3.02 5.97 0.67 8.25 14.09 11.11
Columbia Capital Allocation Moderate R5 2.92 5.97 0.91 7.95 --- ---
Lord Abbett Multi-Asset Balanced Opp C 3.21 5.95 -0.04 7.84 13.38 9.01
Invesco Moderate Allocation R5 2.70 5.95 -0.28 7.50 11.06 9.24
Buffalo Flexible Income 2.93 5.95 -0.55 7.15 12.56 11.07
USAA Cornerstone Moderately Agrsv 2.64 5.94 -0.41 7.40 10.26 7.95
AllianceBern Balance Wealth Strat I 3.26 5.94 -0.21 7.75 11.70 8.48
QS Legg Mason Lifestyle Allocation 70% I 3.80 5.93 0.29 8.77 15.17 11.54
Fidelity Advisor Asset Manager® 60% A LW 2.97 5.93 0.51 8.22 12.53 9.53
Fidelity Advisor Asset Manager® 60% A 2.97 5.93 0.51 8.22 12.53 9.53
ESG Managers® Balanced Port C 3.48 5.93 0.93 7.62 11.24 ---
Principal SAM Balanced C 3.41 5.92 0.86 7.90 12.37 9.47
Fidelity Asset Manager® 50% 2.51 5.92 0.58 7.84 11.28 9.10
American Funds College 2027 529-B 2.79 5.92 0.48 8.71 --- ---
AllianceBern Balance Wealth Strat Adv 3.17 5.92 -0.21 7.72 11.69 8.50
Timothy Plan Defensive Strategies C 1.44 5.91 -3.01 5.08 0.52 4.29
Invesco Moderate Allocation Y 2.71 5.91 -0.37 7.45 11.03 9.23
Columbia Capital Allocation Mod Agrsv A 3.73 5.91 1.15 8.32 12.95 10.33
Columbia Capital Allocation Mod Agr A LW 3.73 5.91 1.15 8.32 12.95 10.33
American Century Strat Allc: Mod B 3.54 5.91 0.66 7.63 11.70 8.78
ICON Risk-Managed Balanced C 2.95 5.90 1.65 6.27 9.79 6.15
Hilton Yield Plus Institutional 1.06 5.90 -0.95 9.33 --- ---
Elfun Diversified 3.55 5.90 0.86 7.93 12.84 8.81
Columbia Capital Allocation Moderate Y 2.83 5.90 0.83 7.89 --- ---
American Century Strat Allc: Mod C 3.54 5.90 0.66 7.61 11.68 8.77
Principal SAM Balanced B 3.44 5.89 0.85 7.86 12.29 9.39
RidgeWorth Moderate Allocation Strat C 2.94 5.87 0.87 7.78 10.41 7.86
PNC Balanced Allocation A Load Waived 3.12 5.87 0.81 7.58 12.57 9.34
PNC Balanced Allocation A 3.12 5.87 0.81 7.58 12.57 9.34
Columbia Capital Allocation Mod Agrsv T 3.73 5.87 1.14 8.27 12.93 ---
Columbia Capital Allocation Moderate R4 2.83 5.85 0.85 7.77 --- ---
Fidelity Advisor Asset Manager® 50% I 2.46 5.84 0.57 7.81 11.22 9.05
American Funds College 2027 529-C 2.80 5.84 0.48 8.67 --- ---
Compass EMP Multi-Asset Growth A LW 5.29 5.82 0.16 8.92 8.23 5.75
Compass EMP Multi-Asset Growth A 5.29 5.82 0.16 8.92 8.23 5.75
GE Instl Strategic Investment Inv 3.51 5.81 0.87 7.85 12.81 8.77
Virtus Balanced A Load Waived 3.27 5.80 -0.35 8.60 12.06 9.61
Virtus Balanced A 3.27 5.80 -0.35 8.60 12.06 9.61
Invesco Moderate Allocation S 2.80 5.80 -0.33 7.30 10.88 9.06
Fidelity Advisor Asset Manager® 70% T 3.43 5.80 0.37 8.47 13.87 10.13
AllianzGI Income & Growth Institutional 2.94 5.79 -0.01 7.94 13.36 11.17
QS Legg Mason Lifestyle Allocation A LW 3.85 5.77 0.29 8.58 14.96 11.27
QS Legg Mason Lifestyle Allocation 70% A 3.85 5.77 0.29 8.58 14.96 11.27
Prudential Moderate Allocation Z 3.52 5.77 0.45 7.45 12.39 9.40
Nuveen Strategy Growth Allocation C 3.83 5.77 -0.31 8.42 13.15 9.20
VALIC Company I Asset Allocation 3.68 5.76 0.39 7.89 12.85 10.26
Columbia Capital Allocation Moderate Z 2.81 5.76 0.84 7.67 11.48 ---
Virtus Tactical Allocation A LW 3.64 5.74 -0.69 8.65 12.75 9.80
Virtus Tactical Allocation A 3.64 5.74 -0.69 8.65 12.75 9.80
AllianzGI Income & Growth P 2.96 5.72 -0.01 7.79 13.25 11.05
SunAmerica Focused Balanced Strategy A 3.67 5.71 0.94 7.97 10.95 8.32
SunAmerica Focused Balanced Strateg A LW 3.67 5.71 0.94 7.97 10.95 8.32
Oppenheimer Moderate Inv Y 3.06 5.71 0.18 8.23 11.69 9.23
ASTON/Montag & Caldwell Balanced I 2.94 5.70 2.15 7.55 10.68 8.30
TIAA-CREF Managed Allc Inst 3.20 5.68 0.69 7.95 13.42 10.40
Fidelity Advisor Asset Manager® 60% T 2.99 5.68 0.51 8.01 12.25 9.27
Manning & Napier Pro-Blend Extnd Term C 3.15 5.66 -1.86 7.79 11.90 ---
Dreyfus Growth Allocation 3.72 5.66 0.43 7.79 13.59 9.70
Russell LifePoints Balanced Strategy R1 3.26 5.65 0.16 7.38 11.10 8.61
Fidelity Advisor Asset Manager® 50% A LW 2.46 5.65 0.51 7.55 10.93 8.76
Fidelity Advisor Asset Manager® 50% A 2.46 5.65 0.51 7.55 10.93 8.76
Columbia Flexible Capital Income R5 2.87 5.65 -1.13 7.50 --- ---
Columbia Flexible Capital Income I 2.81 5.65 -1.21 7.52 14.48 ---
AllianceBern Balance Wealth Strat A LW 3.12 5.65 -0.28 7.35 11.34 8.17
AllianceBern Balance Wealth Strat A 3.12 5.65 -0.28 7.35 11.34 8.17
Columbia Capital Allocation Mod Agrsv R 3.66 5.64 1.09 8.06 12.68 10.05
Osterweis Strategic Investment 2.14 5.63 -0.38 8.87 16.41 ---
Invesco Moderate Allocation A LW 2.72 5.63 -0.35 7.19 10.76 8.97
Invesco Moderate Allocation A 2.72 5.63 -0.35 7.19 10.76 8.97
Columbia Capital Allocation Moderate K 2.81 5.63 0.72 7.50 11.32 9.24
Transamerica Asset Allc Mod Gr I 3.63 5.62 1.05 8.05 14.00 ---
ASTON/Montag & Caldwell Balanced N 2.97 5.60 2.12 7.42 10.57 8.17
Hilton Yield Plus Investor 1.00 5.59 -1.01 8.99 --- ---
Columbia Flexible Capital Income Z 2.81 5.59 -1.16 7.46 14.37 ---
AllianceBern Balance Wealth Strat K 3.20 5.59 -0.28 7.37 11.31 8.12
Praxis Genesis Balanced A Load Waived 3.11 5.57 0.84 7.26 11.26 ---
Praxis Genesis Balanced A 3.11 5.57 0.84 7.26 11.26 ---
Fallen Angels Income 4.26 5.57 1.63 7.42 14.25 10.49
MainStay Moderate Allocation I 3.59 5.56 0.77 7.80 14.11 10.42
Columbia Flexible Capital Income R4 2.79 5.55 -1.23 7.40 --- ---
Columbia Capital Allocation Moderate A 2.80 5.55 0.70 7.39 11.22 9.15
Columbia Capital Allocation Moderat A LW 2.80 5.55 0.70 7.39 11.22 9.15
Compass EMP Multi-Asset Growth T 5.27 5.54 0.00 8.67 7.94 ---
Nuveen Strategy Balanced Allc C 2.88 5.53 -0.36 7.69 11.26 8.33
GE Instl Strategic Investment Svc 3.54 5.53 0.81 7.57 12.54 8.39
Delaware Foundation Moderate Allc I 2.46 5.53 -0.16 6.99 11.48 8.91
SEI Aggressive Strategy D (SAAT) 3.62 5.52 -0.07 7.52 14.05 ---
Russell LifePoints Balanced Strategy S 3.18 5.50 0.08 7.18 10.93 8.46
AllianzGI Income & Growth A Load Waived 3.00 5.50 -0.09 7.57 12.96 10.79
AllianzGI Income & Growth A 3.00 5.50 -0.09 7.57 12.96 10.79
USAA Cornerstone Moderate 2.25 5.49 -0.27 6.93 10.07 8.32
TIAA-CREF Managed Allc R 3.21 5.49 0.63 7.79 13.19 10.11
Prudential Moderate Allocation A LW 3.46 5.49 0.39 7.21 12.11 9.14
Prudential Moderate Allocation A 3.46 5.49 0.39 7.21 12.11 9.14
InvestEd Balanced Load Waived 3.67 5.49 1.10 8.14 11.98 8.33
InvestEd Balanced 3.67 5.49 1.10 8.14 11.98 8.33
Madison Moderate Allocation B 3.10 5.48 0.65 7.29 10.67 8.07
JHancock Lifestyle Balanced R6 2.83 5.48 -0.06 7.56 12.80 ---
JHancock Lifestyle Balanced 5 2.83 5.48 -0.06 7.58 12.84 9.79
Madison Moderate Allocation C 3.09 5.47 0.74 7.28 10.66 8.06
Oppenheimer Moderate Inv A Load Waived 3.09 5.45 0.18 8.06 11.43 8.93
Oppenheimer Moderate Inv A 3.09 5.45 0.18 8.06 11.43 8.93
JHancock Lifestyle Balanced 1 2.77 5.45 -0.14 7.46 12.80 9.72
Invesco Moderate Allocation R 2.72 5.45 -0.42 6.93 10.48 8.68
Touchstone Balanced Allocation Instl 2.39 5.44 -0.36 7.01 11.12 8.69
TIAA-CREF Lifestyle Moderate Instl 3.13 5.44 0.63 7.92 --- ---
TIAA-CREF Lifestyle Moderate Premier 3.21 5.42 0.60 7.75 --- ---
Schwab MarketTrack Balanced Investor 3.15 5.42 0.98 7.30 12.02 9.33
Transamerica Asset Allc Mod Gr A LW 3.56 5.41 0.98 7.72 13.62 9.43
Transamerica Asset Allc Mod Gr A 3.56 5.41 0.98 7.72 13.62 9.43
Touchstone Balanced Allocation Y 2.38 5.41 -0.28 7.06 11.10 8.69
RiverFront Moderate Growth & Income I 3.71 5.40 0.68 7.29 10.45 ---
AllianzGI Income & Growth D 2.90 5.40 -0.09 7.54 12.93 10.77
TIAA-CREF Managed Allc Retail 3.11 5.39 0.55 7.67 13.15 10.13
Russell LifePoints Balanced Strategy R4 3.20 5.39 0.08 7.05 10.81 8.35
JHancock Lifestyle Balanced R5 2.76 5.38 -0.15 7.43 12.72 9.66
Calvert Moderate Allocation C 3.72 5.37 1.48 7.49 12.49 8.94
MainStay Moderate Allocation A LW 3.61 5.36 0.70 7.52 13.83 10.13
MainStay Moderate Allocation A 3.61 5.36 0.70 7.52 13.83 10.13
Fidelity Advisor Asset Manager® 70% C 3.41 5.32 0.28 7.92 13.31 9.60
Fidelity Advisor Asset Manager® 50% T 2.41 5.32 0.44 7.20 10.64 8.49
Vantagepoint Model Port Tradtnl Gr TM 3.23 5.31 0.51 7.41 --- ---
GuidePath Tact Constnd Asst Allc Instl 3.93 5.31 0.25 7.45 --- ---
Franklin Moderate Allocation Advisor 3.23 5.30 0.76 7.32 10.56 8.38
Columbia Flexible Capital Income A LW 2.81 5.30 -1.22 7.19 14.10 ---
Columbia Flexible Capital Income A 2.81 5.30 -1.22 7.19 14.10 ---
AllianceBern Balance Wealth Strat R 3.14 5.30 -0.35 7.05 10.98 7.78
SunAmerica Focused Multi-Asset Strat A 3.95 5.29 0.93 7.87 9.02 7.47
SunAmerica Focused Multi-Asset Stra A LW 3.95 5.29 0.93 7.87 9.02 7.47
MFS® Moderate Allocation R4 2.96 5.28 0.45 7.18 11.89 10.03
MFS® Moderate Allocation I 2.99 5.28 0.44 7.15 11.89 10.03
Columbia Capital Allocation Moderate R 2.72 5.28 0.63 7.14 10.91 ---
Fidelity Advisor Asset Manager® 70% B 3.42 5.27 0.28 7.88 13.21 9.52
TIAA-CREF Lifestyle Moderate Retirement 3.21 5.26 0.58 7.67 --- ---
Columbia Flexible Capital Income W 2.73 5.26 -1.31 7.12 14.10 ---
Russell LifePoints Balanced Strategy A 3.21 5.25 0.08 6.97 10.66 8.22
Russell LifePoints Balanced Strateg A LW 3.21 5.25 0.08 6.97 10.66 8.22
PNC Balanced Allocation C 3.00 5.25 0.60 6.77 11.76 8.52
TIAA-CREF Lifestyle Moderate Retail 3.21 5.24 0.57 7.64 --- ---
AdvisorOne CLS International Equity N 3.66 5.24 1.19 7.04 10.90 8.53
Prudential Moderate Allocation R 3.41 5.23 0.26 6.91 11.77 8.86
JHancock Lifestyle Balanced R4 2.76 5.23 -0.20 7.23 12.49 9.39
First Investors Total Return B 2.98 5.23 0.45 7.41 13.23 10.31
Columbia Capital Allocation Mod Agrsv C 3.72 5.23 0.98 7.58 12.12 9.51
Columbia Capital Allocation Mod Agrsv B 3.61 5.23 0.99 7.53 12.11 9.49
Russell LifePoints Balanced Strategy E 3.20 5.22 0.08 6.93 10.66 8.19
MainStay Moderate Allocation Inv 3.62 5.21 0.70 7.34 13.66 9.97
Oppenheimer Moderate Inv R 3.02 5.20 0.09 7.72 11.13 8.64
Fidelity Advisor Asset Manager® 60% B 2.89 5.20 0.34 7.37 11.69 8.71
AllianzGI Income & Growth R 2.91 5.19 -0.17 7.32 12.68 ---
Delaware Foundation Moderate Allc A LW 2.38 5.18 -0.29 6.64 11.19 8.66
Delaware Foundation Moderate Allc A 2.38 5.18 -0.29 6.64 11.19 8.66
RiverFront Moderate Growth & Income A LW 3.62 5.17 0.67 7.07 10.17 ---
RiverFront Moderate Growth & Income A 3.62 5.17 0.67 7.07 10.17 ---
Fidelity Advisor Asset Manager® 60% C 2.84 5.17 0.35 7.35 11.67 8.70
Russell LifePoints Balanced Strategy R5 3.20 5.16 0.08 6.84 10.56 8.08
Transamerica Asset Allc Mod Gr R 3.51 5.15 0.92 7.48 13.42 9.23
Touchstone Balanced Allocation A LW 2.30 5.14 -0.43 6.72 10.82 8.41
Touchstone Balanced Allocation A 2.30 5.14 -0.43 6.72 10.82 8.41
JHancock Lifestyle Balanced A LW 2.75 5.14 -0.17 7.11 12.34 9.28
JHancock Lifestyle Balanced A 2.75 5.14 -0.17 7.11 12.34 9.28
Transamerica Instl Asst Allc Itm/Lg Hrzn 3.42 5.13 0.19 7.22 13.62 10.52
QS Legg Mason Lifestyle Allocation 70% C 3.75 5.13 0.11 7.81 14.17 10.65
Virtus Balanced C 3.23 5.12 -0.54 7.72 11.22 8.80
MassMutual RetireSMART Moderate Svc 2.92 5.12 0.21 6.91 11.70 ---
MassMutual RetireSMART Moderate R5 2.83 5.12 0.21 6.93 11.69 ---
Compass EMP Multi-Asset Growth C 5.21 5.12 -0.08 8.13 7.38 4.95
Dreyfus Moderate Allocation 2.76 5.11 0.11 6.76 11.04 8.32
Highland Total Return Y 3.51 5.10 0.67 7.05 11.78 8.04
SunAmerica Focused Balanced Strategy C 3.63 5.08 0.78 7.26 10.24 7.62
Virtus Balanced B 3.16 5.07 -0.55 7.72 11.19 8.79
Pioneer Solutions Balanced Y 2.76 5.07 -0.31 7.00 11.51 8.82
Ascendant Balanced I 2.96 5.06 0.54 6.42 11.98 ---
Virtus Tactical Allocation C 3.56 5.05 -0.85 7.89 11.91 8.99
Franklin Moderate Allocation A LW 3.24 5.05 0.70 7.07 10.30 8.10
Franklin Moderate Allocation A 3.24 5.05 0.70 7.07 10.30 8.10
Dunham Appreciation & Income N 2.75 5.05 -1.55 7.70 10.54 8.96
Virtus Tactical Allocation B 3.60 5.04 -0.88 7.90 11.89 8.98
Vantagepoint Model Port Tradtnl Gr Inv M 3.20 5.04 0.40 7.14 12.19 9.06
MFS® Moderate Allocation A Load Waived 2.96 5.03 0.39 6.91 11.61 9.75
MFS® Moderate Allocation A 2.96 5.03 0.39 6.91 11.61 9.75
VALIC Company II Moderate Gr Lifestyle 2.93 5.02 -0.39 7.26 12.69 10.66
MassMutual RetireSMART Moderate Admin 2.92 5.02 0.21 6.83 11.58 ---
Columbia Flexible Capital Income R 2.73 5.01 -1.28 6.81 13.80 ---
SunAmerica Focused Balanced Strategy B 3.57 5.00 0.78 7.19 10.18 7.58
MFS® Moderate Allocation R3 2.92 5.00 0.33 6.90 11.59 9.74
Nationwide Inv Dest Mod I 2.89 4.99 0.13 6.65 11.80 8.97
Delaware Foundation Moderate Allc R 2.39 4.99 -0.36 6.37 10.89 8.36
JHancock Lifestyle Balanced R2 2.70 4.98 -0.27 6.92 --- ---
PL Port Optimization Moderate Adv 3.03 4.96 0.48 6.77 --- ---
MFS® Moderate Allocation 529A LW 2.91 4.96 0.32 6.84 11.53 9.67
MFS® Moderate Allocation 529A 2.91 4.96 0.32 6.84 11.53 9.67
AllianceBern Balance Wealth Strat C 3.09 4.94 -0.50 6.64 10.56 7.39
AllianceBern Balance Wealth Strat B 3.09 4.94 -0.50 6.64 10.56 7.39
Invesco Moderate Allocation C 2.58 4.91 -0.63 6.34 9.92 8.13
Invesco Moderate Allocation B 2.66 4.91 -0.63 6.34 9.91 8.15
VALIC Company I Dynamic Allocation 3.37 4.88 0.25 7.05 --- ---
Pioneer Solutions Balanced A LW 2.79 4.88 -0.39 6.77 11.24 8.46
Pioneer Solutions Balanced A 2.79 4.88 -0.39 6.77 11.24 8.46
LK Balanced Institutional 2.19 4.88 -2.35 6.75 --- ---
Fidelity Advisor Asset Manager® 50% B 2.35 4.88 0.31 6.74 10.11 7.94
Highland Total Return A Load Waived 3.51 4.86 0.60 6.76 11.49 7.79
Highland Total Return A 3.51 4.86 0.60 6.76 11.49 7.79
Dunham Appreciation & Income A LW 2.76 4.86 -1.55 7.43 10.26 8.69
Dunham Appreciation & Income A 2.76 4.86 -1.55 7.43 10.26 8.69
QS Legg Mason Lifestyle Allocation 70% B 3.74 4.85 0.00 7.51 13.89 10.36
Fidelity Advisor Asset Manager® 50% C 2.36 4.85 0.31 6.66 10.07 7.94
Prudential Moderate Allocation C 3.43 4.83 0.20 6.39 11.28 8.32
Transamerica Asset Allc Interm/Long Hrzn 3.36 4.82 0.13 6.85 13.26 10.25
PL Port Optimization Moderate A LW 3.04 4.82 0.48 6.56 11.25 8.65
PL Port Optimization Moderate A 3.04 4.82 0.48 6.56 11.25 8.65
Franklin Moderate Allocation R 3.18 4.82 0.58 6.76 10.02 7.82
Columbia Capital Allocation Moderate C 2.74 4.82 0.51 6.54 10.38 8.34
Columbia Capital Allocation Moderate B 2.73 4.81 0.59 6.62 10.40 8.35
MFS® Moderate Allocation R2 2.96 4.80 0.32 6.64 11.33 9.48
Ascendant Balanced A Load Waived 2.98 4.79 0.47 6.12 11.69 ---
Ascendant Balanced A 2.98 4.79 0.47 6.12 11.69 ---
JHancock Lifestyle Balanced R3 2.70 4.78 -0.31 6.73 12.02 8.99
AllianzGI Income & Growth C 2.89 4.78 -0.26 6.77 12.10 9.94
JHancock Lifestyle Balanced R1 2.70 4.77 -0.28 6.69 11.91 8.88
GuidePath Tact Constnd Asst Allc Svc 3.85 4.77 0.08 6.77 12.04 ---
Prudential Moderate Allocation B 3.43 4.76 0.20 6.39 11.28 8.32
Oppenheimer Moderate Inv B 2.95 4.74 0.00 7.17 10.54 8.03
Transamerica Asset Allc Mod Gr C 3.52 4.73 0.79 6.94 12.86 8.72
HSBC World Selection Balanced Strat A LW 3.43 4.73 -1.19 6.60 12.15 9.21
HSBC World Selection Balanced Strat A 3.43 4.73 -1.19 6.60 12.15 9.21
MassMutual RetireSMART Moderate A LW 2.83 4.72 0.12 6.49 11.29 ---
MassMutual RetireSMART Moderate A 2.83 4.72 0.12 6.49 11.29 ---
Transamerica Asset Allc Mod Gr B 3.49 4.69 0.79 6.95 12.80 8.64
Nationwide Inv Dest Mod A Load Waived 2.88 4.68 0.11 6.26 11.47 8.65
Nationwide Inv Dest Mod A 2.88 4.68 0.11 6.26 11.47 8.65
Oppenheimer Moderate Inv C 2.97 4.67 -0.09 7.11 10.57 8.10
SunAmerica Focused Multi-Asset Strat C 3.85 4.65 0.75 7.15 8.32 6.80
SunAmerica Focused Multi-Asset Strat B 3.92 4.65 0.75 7.12 8.29 6.76
Columbia Flexible Capital Income C 2.74 4.65 -1.49 6.32 13.26 ---
Nationwide Inv Dest Mod Svc 2.80 4.59 0.02 6.23 11.36 8.54
Highland Total Return R 3.46 4.58 0.52 6.46 11.26 7.55
Russell LifePoints Balanced Strategy C 3.09 4.57 -0.16 6.10 9.84 7.40
PL Port Optimization Moderate R 3.05 4.53 0.35 6.31 10.99 8.41
MainStay Moderate Allocation B 3.52 4.52 0.50 6.62 12.84 9.16
Timothy Plan Growth & Income I 2.20 4.51 -1.07 7.64 --- ---
RiverFront Moderate Growth & Income C 3.64 4.50 0.49 6.27 9.36 ---
Delaware Foundation Moderate Allc C 2.30 4.50 -0.49 5.87 10.32 7.83
Nationwide Inv Dest Mod R 2.85 4.48 0.05 5.98 11.10 8.27
Touchstone Balanced Allocation C 2.31 4.47 -0.54 6.01 10.03 7.61
MainStay Moderate Allocation C 3.45 4.44 0.43 6.54 12.78 9.14
JHancock Lifestyle Balanced C 2.69 4.44 -0.36 6.32 11.53 8.50
Timothy Plan Growth & Income A LW 2.11 4.42 -1.16 7.45 --- ---
Timothy Plan Growth & Income A 2.11 4.42 -1.16 7.45 --- ---
JHancock Lifestyle Balanced B 2.69 4.42 -0.37 6.29 11.49 8.45
Eudora 2.51 4.42 0.09 4.56 --- ---
MFS® Moderate Allocation R1 2.88 4.37 0.15 6.10 10.76 8.92
MFS® Moderate Allocation B 2.87 4.37 0.20 6.11 10.78 8.93
MFS® Moderate Allocation C 2.89 4.36 0.15 6.06 10.75 8.93
Franklin Moderate Allocation C 3.12 4.35 0.46 6.26 9.47 7.30
MFS® Moderate Allocation 529B 2.89 4.31 0.13 6.05 10.72 8.85
Ascendant Balanced C 2.89 4.29 0.27 5.20 10.86 ---
Wells Fargo Advantage WB Growth Balanced 3.66 4.25 0.68 6.17 13.22 9.39
MFS® Moderate Allocation 529C 2.85 4.24 0.14 5.99 10.69 8.84
Fidelity® Global Strategies 2.42 4.21 -0.51 5.80 9.09 7.16
Fidelity Advisor® Global Strategies I 2.32 4.21 -0.51 5.79 9.09 7.16
Pioneer Solutions Balanced C 2.67 4.19 -0.58 5.96 10.47 7.69
Dunham Appreciation & Income C 2.71 4.13 -1.76 6.63 9.43 7.84
PL Port Optimization Moderate C 3.08 4.12 0.28 5.88 10.54 7.93
PL Port Optimization Moderate B 3.07 4.12 0.28 5.81 10.52 7.93
Highland Total Return C 3.41 4.11 0.39 5.93 10.65 6.99
HSBC World Selection Balanced Strat B 3.37 4.06 -1.33 5.79 11.31 8.39
Voya Capital Allocation I 2.98 4.05 -0.99 6.10 11.58 8.87
HSBC World Selection Balanced Strat C 3.37 4.05 -1.40 5.78 11.33 8.39
Nationwide Inv Dest Mod C 2.84 3.99 -0.06 5.48 10.71 7.86
Fidelity Advisor® Global Strategies A LW 2.33 3.98 -0.62 5.53 8.80 6.91
Fidelity Advisor® Global Strategies A 2.33 3.98 -0.62 5.53 8.80 6.91
Hennessy Balanced Investor 3.13 3.97 1.29 4.33 7.77 7.11
Voya Capital Allocation W 2.89 3.95 -0.99 6.18 11.55 ---
Presidential® Managed Rsk Mod I 2.43 3.85 -0.57 5.45 --- ---
Voya Capital Allocation A Load Waived 2.93 3.82 -1.00 5.99 11.27 8.56
Voya Capital Allocation A 2.93 3.82 -1.00 5.99 11.27 8.56
Voya Capital Allocation O 2.85 3.74 -1.01 5.93 11.22 8.54
Fidelity Advisor® Global Strategies T 2.34 3.69 -0.62 5.29 8.53 6.64
Timothy Plan Growth & Income C 2.04 3.67 -1.34 6.68 --- ---
Arrow DWA Balanced Institutional 3.69 3.62 0.86 5.85 --- ---
Presidential® Managed Rsk Mod A 2.34 3.55 -0.66 5.11 --- ---
Arrow DWA Balanced A Load Waived 3.71 3.42 0.87 5.66 9.44 7.76
Arrow DWA Balanced A 3.71 3.42 0.87 5.66 9.44 7.76
Presidential® Managed Rsk Mod C 2.34 3.35 -0.76 4.86 --- ---
Northern Global Tactical Asset Allc 2.31 3.32 -1.42 5.08 10.38 8.06
Even Keel Multi-Asset Managed Risk I 2.54 3.32 -0.41 5.15 --- ---
Fidelity Advisor® Global Strategies C 2.26 3.30 -0.73 4.71 7.97 6.11
Fidelity Advisor® Global Strategies B 2.23 3.16 -0.83 4.64 7.98 6.09
Voya Capital Allocation C 2.84 3.13 -1.18 5.10 10.38 7.74
Neuberger Berman AMT Balanced I 3.98 3.13 2.23 5.78 10.71 10.37
Wilmington Strategic Allc Mod Instl 2.68 3.11 0.18 5.44 9.73 ---
Voya Capital Allocation B 2.73 3.02 -1.27 5.04 10.41 7.72
Vantagepoint Diversifying Strategies T 2.48 2.97 -0.19 3.94 4.30 3.30
Wilmington Strategic Allc Mod A LW 2.58 2.69 0.12 4.94 9.43 6.85
Wilmington Strategic Allc Mod A 2.58 2.69 0.12 4.94 9.43 6.85
Huntington Balanced Allocation A LW 2.65 2.69 -0.34 4.30 8.80 6.71
Huntington Balanced Allocation A 2.65 2.69 -0.34 4.30 8.80 6.71
Arrow DWA Balanced C 3.57 2.69 0.62 4.77 8.60 6.93
Hartford Moderate Allocation I 2.08 2.60 -1.50 4.10 9.26 7.62
Hartford Moderate Allocation R5 2.08 2.57 -1.58 4.01 9.21 7.59
Innovator Matrix Income® Institutional -1.13 2.47 -7.49 3.12 --- ---
Innovator Matrix Income® A Load Waived -1.10 2.31 -7.53 2.92 --- ---
Innovator Matrix Income® A -1.10 2.31 -7.53 2.92 --- ---
Hartford Moderate Allocation R4 2.08 2.29 -1.63 3.75 8.90 7.28
Hartford Moderate Allocation A LW 2.08 2.28 -1.58 3.77 8.92 7.30
Hartford Moderate Allocation A 2.08 2.28 -1.58 3.77 8.92 7.30
Centre Multi-Asset Rl Ret Instl 1.64 2.05 -2.45 3.33 --- ---
WOA All Asset I Class I 3.36 2.02 -3.23 4.16 --- ---
Sound Mind Investing Balanced 3.10 2.02 -0.26 4.60 11.92 ---
Hartford Moderate Allocation R3 2.02 2.02 -1.72 3.41 8.53 6.95
Centre Multi-Asset Reall Ret Inv 1.75 1.96 -2.37 3.13 --- ---
Hartford Moderate Allocation C 2.02 1.63 -1.80 3.02 8.12 6.52
Hartford Moderate Allocation B 1.94 1.55 -1.87 2.85 8.00 6.43
Villere Balanced Inv 2.06 0.94 -2.60 4.07 15.54 15.65
Aftershock Strategies I 0.88 0.93 0.12 0.76 --- ---
AllianzGI Multi-Asset Real Return Inst 1.19 0.85 -5.80 1.10 --- ---
AllianzGI Multi-Asset Real Return P 1.19 0.79 -5.86 0.96 --- ---
LoCorr Spectrum Income I -0.93 0.76 -6.45 --- --- ---
Aftershock Strategies N 0.89 0.75 0.05 0.55 --- ---
AllianzGI Multi-Asset Real Return D 1.19 0.66 -5.86 0.81 --- ---
AllianzGI Multi-Asset Real Return A LW 1.13 0.59 -5.88 0.80 --- ---
AllianzGI Multi-Asset Real Return A 1.13 0.59 -5.88 0.80 --- ---
LoCorr Spectrum Income A Load Waived -0.95 0.47 -6.60 --- --- ---
LoCorr Spectrum Income A -0.95 0.47 -6.60 --- --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
AllianzGI Multi-Asset Real Return C 1.08 -0.07 -6.12 0.04 --- ---
LoCorr Spectrum Income C -1.01 -0.18 -6.78 --- --- ---
Greenspring 1.91 -0.86 -1.42 -0.11 9.02 7.68
Huntington Income Generation C 0.05 -1.66 -3.87 -0.64 --- ---
Catalyst/SMH Total Return Income I -1.46 -5.56 -5.86 -3.81 --- ---
Catalyst/SMH Total Return Income A LW -1.30 -5.59 -5.91 -3.89 6.69 6.30
Catalyst/SMH Total Return Income A -1.30 -5.59 -5.91 -3.89 6.69 6.30
Catalyst/SMH Total Return Income C -1.55 -6.34 -6.10 -4.79 5.89 5.48
Roumell Opportunistic Value Instl 0.32 -8.69 -9.65 -9.28 4.95 ---
Roumell Opportunistic Value A LW 0.32 -8.91 -9.70 -9.49 4.66 ---
Roumell Opportunistic Value A 0.32 -8.91 -9.70 -9.49 4.66 ---
Roumell Opportunistic Value C 0.24 -9.50 -9.79 -10.17 --- ---
RiverNorth Core Opportunity I 2.47 --- -0.60 --- --- ---
Regal Total Return A Load Waived 3.13 --- 0.79 --- --- ---
Regal Total Return A 3.13 --- 0.79 --- --- ---
QS Legg Mason Dynamic Multi-Strategy I 3.60 --- 0.93 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C 3.46 --- 0.55 --- --- ---
QCI Balanced Institutional 2.77 --- 1.13 --- --- ---
NWM Momentum -0.40 --- -2.56 --- --- ---
Nationwide Inv Dest Mod Instl Svc 2.89 --- 0.20 --- --- ---
Nationwide Diverse Managers Instl Svc 2.22 --- -0.32 --- --- ---
MassMutual RetireSMART Mod R4 2.92 --- 0.12 --- --- ---
MassMutual RetireSMART Mod R3 2.83 --- 0.03 --- --- ---
MassMutual RetireSMART Mod I 2.92 --- 0.21 --- --- ---
MassMutual Premier Balanced R4 3.80 --- 1.86 --- --- ---
MassMutual Premier Balanced R3 3.81 --- 1.79 --- --- ---
MassMutual Premier Balanced I 3.80 --- 1.90 --- --- ---
Legg Mason Lifestyle Allocation 70% R 3.79 --- 0.17 --- --- ---
Legg Mason Dynamic Multi-Strategy R 3.53 --- 0.78 --- --- ---
Issachar N 0.20 --- 0.41 --- --- ---
Huntington Income Generation A LW -0.01 --- -3.74 --- --- ---
Huntington Income Generation A -0.01 --- -3.74 --- --- ---
Even Keel Multi-Asset Managed Risk F 2.54 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk C 2.62 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A LW 2.62 --- --- --- --- ---
Even Keel Multi-Asset Managed Risk A 2.62 --- --- --- --- ---
BMO Growth Balanced Y 3.41 --- 0.98 --- --- ---
BMO Growth Balanced R-3 3.42 --- 0.88 --- --- ---
BMO Growth Balanced I 3.51 --- 1.08 --- --- ---
AT Income Opportunities Institutional 3.55 --- 2.01 --- --- ---
American Funds Income Fund of Amer R2E 4.15 --- --- --- --- ---
American Funds Balanced Portfolio R2E 3.61 --- --- --- --- ---
American Funds American Balanced R2E 4.25 --- --- --- --- ---
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