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Data through 7/21/2014. 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 0.01 5.35 3.61 11.80 9.22 11.89
Bruce -0.24 15.89 7.65 25.63 12.70 17.10
Prudential Real Assets Z -0.09 11.24 4.49 10.75 4.37 ---
Prudential Real Assets A Load Waived -0.09 10.94 4.40 10.39 4.10 ---
Prudential Real Assets A -0.09 10.94 4.40 10.39 4.10 ---
Prudential Real Assets C -0.09 10.67 4.23 9.71 3.36 ---
Prudential Real Assets B -0.19 10.56 4.23 9.60 3.33 ---
Timothy Plan Defensive Strategies I 0.33 10.10 4.08 --- --- ---
Innovator Matrix Income® Institutional 0.12 10.06 4.56 13.77 --- ---
Timothy Plan Defensive Strategies A LW 0.33 9.98 4.07 5.82 2.10 ---
Timothy Plan Defensive Strategies A 0.33 9.98 4.07 5.82 2.10 ---
Innovator Matrix Income® A Load Waived 0.15 9.97 4.49 13.46 --- ---
Innovator Matrix Income® A 0.15 9.97 4.49 13.46 --- ---
Natixis Diversified Income A LW 0.27 9.66 3.69 9.75 8.79 14.76
Natixis Diversified Income A 0.27 9.66 3.69 9.75 8.79 14.76
SEI Conservative Strategy Allc A (SAAT) 0.27 9.59 3.79 12.03 11.89 17.95
Natixis Diversified Income Y 0.29 9.48 3.69 9.62 --- ---
Timothy Plan Defensive Strategies C 0.34 9.47 3.83 5.00 1.32 ---
Natixis Diversified Income C 0.13 9.21 3.43 8.88 7.98 13.89
SEI Defensive Strategy Allc A (SAAT) 0.16 9.13 3.54 11.57 11.46 17.51
VY Franklin Income I -0.53 8.89 3.31 14.89 10.73 13.73
VY Franklin Income S -0.51 8.70 3.19 14.62 10.47 13.46
VY Franklin Income S2 -0.48 8.68 3.24 14.50 10.34 13.30
VY Franklin Income A -0.60 8.58 3.11 14.22 10.07 12.98
1789 Growth and Income P 0.54 8.31 4.62 --- --- ---
1789 Growth and Income A Load Waived 0.54 8.15 4.62 --- --- ---
1789 Growth and Income A 0.54 8.15 4.62 --- --- ---
Pioneer Classic Balanced Y 0.61 8.09 4.82 15.41 10.90 12.93
Manning & Napier Pro-Blend Extnd Term I 0.78 7.93 4.46 15.34 10.20 12.37
Westwood Income Opportunity Instl 0.81 7.89 3.98 10.29 10.79 12.13
Manning & Napier Pro-Blend Extnd Term S 0.80 7.84 4.43 15.03 9.94 12.09
Eaton Vance Balanced I 0.67 7.84 5.33 16.87 --- ---
Delaware Dividend Income Instl 0.51 7.83 4.71 13.49 12.14 15.33
Pioneer Classic Balanced A Load Waived 0.51 7.79 4.74 15.15 10.56 12.55
Pioneer Classic Balanced A 0.51 7.79 4.74 15.15 10.56 12.55
Franklin Balanced Adv 0.27 7.79 4.37 13.62 10.47 13.84
Sterling Capital Strategic Allc Bal I 0.73 7.77 4.68 12.05 7.62 11.03
1789 Growth and Income C 0.46 7.77 4.41 17.53 9.61 ---
Scharf Balanced Opportunity Inv 0.33 7.74 5.23 18.45 --- ---
Manning & Napier Pro-Blend Extnd Term R 0.78 7.71 4.35 14.77 9.69 ---
Westwood Income Opportunity A LW 0.75 7.70 3.85 9.96 10.48 11.86
Westwood Income Opportunity A 0.75 7.70 3.85 9.96 10.48 11.86
American Beacon Balanced AMR 0.46 7.70 4.58 13.53 13.55 14.26
Leuthold Core Investment I 0.15 7.65 4.73 17.87 7.01 9.59
Delaware Dividend Income A Load Waived 0.44 7.62 4.57 13.12 11.83 15.03
Delaware Dividend Income A 0.44 7.62 4.57 13.12 11.83 15.03
Franklin Balanced A Load Waived 0.25 7.61 4.30 13.31 10.12 13.50
Franklin Balanced A 0.25 7.61 4.30 13.31 10.12 13.50
Leuthold Core Investment Retail 0.15 7.60 4.70 17.75 6.92 9.48
Sterling Capital Strategic Allc Bal A LW 0.67 7.59 4.65 11.64 7.30 10.73
Sterling Capital Strategic Allc Bal A 0.67 7.59 4.65 11.64 7.30 10.73
Eaton Vance Balanced A Load Waived 0.56 7.59 5.15 16.45 11.64 12.77
Eaton Vance Balanced A 0.56 7.59 5.15 16.45 11.64 12.77
Archer Balanced 0.53 7.57 5.21 16.94 8.95 9.95
American Beacon Balanced Instl 0.44 7.54 4.51 13.27 13.26 13.97
Hotchkis & Wiley Capital Income I -0.79 7.51 2.93 14.61 14.57 ---
Delaware Dividend Income B 0.51 7.50 4.64 12.55 11.11 14.25
American Beacon Balanced Y 0.44 7.50 4.49 13.15 13.13 ---
Delaware Dividend Income R 0.44 7.48 4.49 12.83 11.58 14.74
AllianzGI Multi-Asset Real Return P -1.39 7.45 2.32 8.48 --- ---
AllianzGI Multi-Asset Real Return Inst -1.39 7.45 2.32 8.55 --- ---
MainStay Income Builder I -0.65 7.42 3.63 14.61 12.81 14.47
Manning & Napier Pro-Blend Extnd Term C 0.65 7.32 4.15 14.16 9.11 ---
AllianzGI Multi-Asset Real Return D -1.45 7.32 2.26 8.26 --- ---
RiverNorth Core Opportunity 0.23 7.31 4.21 13.71 9.45 13.63
Pioneer Classic Balanced B 0.51 7.30 4.57 14.11 9.56 11.55
MainStay Income Builder A Load Waived -0.67 7.30 3.60 14.38 12.55 14.20
MainStay Income Builder A -0.67 7.30 3.60 14.38 12.55 14.20
American Beacon Balanced Inv 0.42 7.30 4.42 12.86 12.88 13.58
VY T. Rowe Price Capital Appreciation I 0.28 7.28 4.23 15.13 13.14 15.18
Eaton Vance Balanced C 0.66 7.28 5.05 15.67 10.84 12.00
Pioneer Classic Balanced C 0.51 7.27 4.55 14.24 9.64 11.60
American Funds Inc Fund of Amer R6 0.00 7.27 4.03 14.36 12.23 14.73
AllianzGI Multi-Asset Real Return A LW -1.46 7.26 2.27 8.25 --- ---
AllianzGI Multi-Asset Real Return A -1.46 7.26 2.27 8.25 --- ---
American Funds Inc Fund of Amer R5 -0.05 7.25 4.02 14.31 12.18 14.66
Franklin Balanced C 0.28 7.24 4.07 12.53 9.37 12.72
American Funds Inc Fund of Amer F2 -0.05 7.23 4.01 14.25 12.10 14.61
American Beacon Balanced A Load Waived 0.41 7.23 4.38 12.65 12.71 ---
American Beacon Balanced A 0.41 7.23 4.38 12.65 12.71 ---
Delaware Dividend Income C 0.44 7.21 4.45 12.34 11.04 14.18
American Funds Inc Fund of Amer 529F1 0.00 7.21 4.05 14.22 12.05 14.56
Vanguard Wellington™ Admiral™ 0.61 7.19 4.35 13.78 12.33 13.53
American Beacon Balanced Adv 0.40 7.19 4.38 12.72 12.72 13.39
Eaton Vance Balanced B 0.56 7.18 4.95 15.71 10.83 11.94
MainStay Income Builder Inv -0.67 7.17 3.54 14.10 12.22 13.84
Vanguard Wellington™ Inv 0.60 7.15 4.33 13.69 12.25 13.44
VY T. Rowe Price Capital Appreciation S 0.24 7.14 4.16 14.83 12.87 14.89
Sterling Capital Strategic Allc Bal C 0.60 7.14 4.35 10.83 6.49 9.89
Hotchkis & Wiley Capital Income A LW -0.79 7.14 2.78 14.06 15.20 ---
Hotchkis & Wiley Capital Income A -0.79 7.14 2.78 14.06 15.20 ---
T. Rowe Price Capital Appreciation 0.26 7.13 4.13 14.89 13.21 15.02
Sterling Capital Strategic Allc Bal B 0.67 7.11 4.44 10.86 6.51 9.90
American Funds Inc Fund of Amer F1 -0.05 7.10 3.95 13.99 11.85 14.34
LoCorr Spectrum Income I 0.19 7.09 3.65 --- --- ---
American Funds Inc Fund of Amer 529A LW 0.00 7.09 4.00 13.96 11.81 14.31
American Funds Inc Fund of Amer 529A 0.00 7.09 4.00 13.96 11.81 14.31
JHFunds2 Capital Appreciation Value NAV 0.24 7.08 4.15 14.81 13.05 ---
American Funds Inc Fund of Amer A LW -0.05 7.08 3.96 14.05 11.92 14.40
American Funds Inc Fund of Amer A -0.05 7.08 3.96 14.05 11.92 14.40
American Funds Inc Fund of Amer R4 -0.05 7.05 3.95 13.99 11.84 14.33
LK Balanced Institutional 0.00 7.04 3.32 13.66 --- ---
VY T. Rowe Price Capital Appreciation S2 0.21 7.02 4.11 14.61 12.68 14.72
MainStay Balanced I -0.08 7.01 4.08 14.10 12.29 13.90
LoCorr Spectrum Income A Load Waived 0.17 6.98 3.69 --- --- ---
LoCorr Spectrum Income A 0.17 6.98 3.69 --- --- ---
MainStay Balanced R1 -0.10 6.97 4.06 13.97 12.17 13.78
T. Rowe Price Capital Appreciation Adv 0.22 6.95 4.05 14.58 12.87 14.67
American Funds Inc Fund of Amer 529E -0.05 6.93 3.89 13.72 11.53 14.01
VY T. Rowe Price Capital Appreciation A 0.22 6.91 4.09 14.44 12.46 14.50
Virtus Tactical Allocation A LW 0.40 6.90 4.45 15.74 10.35 11.90
Virtus Tactical Allocation A 0.40 6.90 4.45 15.74 10.35 11.90
American Funds Inc Fund of Amer R3 -0.05 6.90 3.88 13.67 11.50 13.98
AllianzGI Multi-Asset Real Return C -1.47 6.90 2.09 7.58 --- ---
Prudential Asset Allocation Z 0.30 6.89 4.14 14.24 11.44 13.28
Dodge & Cox Balanced 0.92 6.88 4.72 16.91 14.74 15.82
MainStay Balanced A Load Waived -0.11 6.86 4.02 13.81 12.01 13.61
MainStay Balanced A -0.11 6.86 4.02 13.81 12.01 13.61
State Farm Balanced 0.69 6.84 3.47 12.43 8.46 9.75
Manning & Napier Strategic Inc Modrt I 0.09 6.84 3.74 9.85 --- ---
Transamerica Partners Instl Balanced 0.90 6.82 4.39 13.58 11.78 13.71
MainStay Balanced R2 -0.11 6.81 4.00 13.71 11.89 13.50
MainStay Balanced Inv -0.12 6.77 3.98 13.60 11.81 13.40
American Beacon Balanced C 0.35 6.77 4.19 11.82 11.89 ---
JHancock Balanced R6 0.47 6.75 4.47 14.15 --- ---
Prudential Asset Allocation A LW 0.24 6.73 4.04 13.86 11.11 12.94
Prudential Asset Allocation A 0.24 6.73 4.04 13.86 11.11 12.94
MainStay Income Builder C -0.79 6.72 3.30 13.18 11.36 12.99
Transamerica Multi-Mgd Balanced I 0.82 6.71 4.43 13.21 11.49 ---
American Funds Inc Fund of Amer B -0.09 6.71 3.79 13.25 11.07 13.55
MainStay Income Builder B -0.74 6.70 3.34 13.21 11.38 12.99
JHancock Balanced R5 0.45 6.70 4.44 14.05 11.76 12.26
MainStay Balanced R3 -0.14 6.68 3.94 13.43 11.62 13.21
Columbia Balanced Y 1.12 6.68 5.53 14.38 --- ---
Columbia Balanced R5 1.14 6.68 5.54 14.34 12.25 ---
Manning & Napier Strategic Inc Modrt S 0.00 6.64 3.59 9.51 --- ---
American Funds Inc Fund of Amer R1 -0.09 6.64 3.73 13.16 11.00 13.48
JHancock Balanced I 0.44 6.63 4.39 13.98 11.71 12.26
American Funds Inc Fund of Amer C -0.09 6.63 3.75 13.14 11.02 13.48
American Funds Inc Fund of Amer R2 -0.09 6.62 3.80 13.18 11.03 13.48
American Funds Inc Fund of Amer 529B -0.09 6.62 3.74 13.06 10.94 13.40
Plumb Balanced 0.50 6.61 4.53 15.00 8.69 10.63
Columbia Flexible Capital Income R5 -0.08 6.61 3.87 12.01 --- ---
American Funds Inc Fund of Amer 529C -0.09 6.61 3.76 13.09 10.95 13.43
Transamerica Partners Balanced 0.84 6.60 4.34 13.14 11.38 13.32
Prudential Asset Allocation R 0.24 6.60 3.97 13.58 10.88 12.64
Columbia Flexible Capital Income I -0.08 6.60 3.91 11.96 --- ---
Hilton Yield Plus Institutional 0.85 6.59 4.84 --- --- ---
Columbia Balanced R4 1.11 6.59 5.49 14.19 --- ---
Hartford Checks and Balances R5 0.37 6.58 4.61 14.80 12.08 12.91
George Putnam Balanced R6 0.55 6.58 4.12 --- --- ---
Columbia Flexible Capital Income Z -0.08 6.57 3.90 11.91 --- ---
LoCorr Spectrum Income C 0.11 6.56 3.50 --- --- ---
Hartford Balanced Y 0.85 6.54 4.83 13.06 11.64 13.64
George Putnam Balanced Y 0.55 6.54 4.10 11.88 11.28 12.80
Transamerica Multi-Mgd Balanced A LW 0.79 6.53 4.33 12.84 11.04 15.32
Transamerica Multi-Mgd Balanced A 0.79 6.53 4.33 12.84 11.04 15.32
JHancock Balanced R4 0.41 6.53 4.33 13.80 11.51 11.97
George Putnam Balanced R5 0.55 6.53 4.10 --- --- ---
Fidelity® Puritan® K 0.18 6.53 4.80 15.58 11.39 13.93
Columbia Flexible Capital Income R4 -0.16 6.53 3.87 11.92 --- ---
Columbia Balanced Z 1.06 6.53 5.45 14.11 12.11 13.74
JHancock Balanced R2 0.40 6.52 4.34 13.76 --- ---
Virtus Balanced A Load Waived 0.38 6.51 4.08 14.82 9.47 11.79
Virtus Balanced A 0.38 6.51 4.08 14.82 9.47 11.79
Virtus Tactical Allocation B 0.39 6.49 4.28 14.86 9.56 11.09
Hartford Checks and Balances I 0.38 6.49 4.61 14.80 12.07 12.90
Fidelity® Puritan® 0.20 6.48 4.77 15.45 11.28 13.79
Calvert Balanced I 0.73 6.48 4.91 13.71 11.19 12.66
Virtus Tactical Allocation C 0.39 6.47 4.27 14.89 9.51 11.05
JHancock Balanced A Load Waived 0.42 6.47 4.30 13.64 11.32 11.83
JHancock Balanced A 0.42 6.47 4.30 13.64 11.32 11.83
Columbia Balanced K 1.06 6.47 5.42 13.98 11.94 ---
Hartford Balanced R5 0.83 6.46 4.82 12.94 11.57 13.55
Perkins Value Plus Income I 0.11 6.45 3.53 10.25 9.87 ---
USAA Cornerstone Moderately Agrsv 0.38 6.42 4.04 12.03 6.32 11.20
Perkins Value Plus Income T 0.09 6.42 3.47 10.08 9.70 ---
Perkins Value Plus Income S 0.07 6.42 3.50 9.94 9.47 ---
Hartford Balanced HLS IA 0.87 6.41 4.70 12.89 11.85 13.70
AMG Chicago Equity Partners Bal Instl 0.33 6.40 4.60 12.96 10.72 12.60
Perkins Value Plus Income D 0.10 6.39 3.50 10.20 9.75 ---
Columbia Balanced A Load Waived 1.05 6.39 5.38 13.84 11.83 13.47
Columbia Balanced A 1.05 6.39 5.38 13.84 11.83 13.47
Perkins Value Plus Income A Load Waived 0.09 6.38 3.54 10.03 9.63 ---
Perkins Value Plus Income A 0.09 6.38 3.54 10.03 9.63 ---
Federated MDT Balanced Instl -0.06 6.38 3.75 15.08 10.81 12.27
Prudential Asset Allocation C 0.24 6.37 3.90 13.08 10.36 12.15
Hennessy Equity and Income Institutional 0.19 6.36 3.86 10.79 10.89 13.40
Hartford Checks and Balances A LW 0.32 6.36 4.55 14.50 11.80 12.61
Hartford Checks and Balances A 0.32 6.36 4.55 14.50 11.80 12.61
George Putnam Balanced A Load Waived 0.49 6.36 4.05 11.57 11.02 12.50
George Putnam Balanced A 0.49 6.36 4.05 11.57 11.02 12.50
Hilton Yield Plus Investor 0.83 6.35 4.76 --- --- ---
Hartford Checks and Balances R4 0.30 6.35 4.55 14.48 11.71 12.55
Columbia Flexible Capital Income A LW -0.16 6.35 3.75 11.63 --- ---
Columbia Flexible Capital Income A -0.16 6.35 3.75 11.63 --- ---
AMG Chicago Equity Partners Bal Svc 0.36 6.35 4.57 12.92 --- ---
USAA First Start Growth 0.07 6.34 3.88 13.69 9.34 14.01
MainStay Balanced C -0.16 6.34 3.81 12.76 10.97 12.55
MainStay Balanced B -0.19 6.34 3.77 12.76 10.96 12.55
JHancock Balanced R3 0.41 6.34 4.24 13.39 11.07 11.60
Lord Abbett Multi-Asset Balanced Opp I -0.56 6.33 3.59 13.24 10.01 12.86
Columbia Flexible Capital Income W -0.16 6.32 3.73 11.48 --- ---
Prudential Asset Allocation B 0.24 6.31 3.90 13.08 10.36 12.15
Hartford Balanced R4 0.81 6.31 4.75 12.64 11.21 13.21
American Century Balanced Instl 0.63 6.30 3.79 13.18 11.30 12.73
Hartford Balanced A Load Waived 0.80 6.29 4.73 12.58 11.15 13.14
Hartford Balanced A 0.80 6.29 4.73 12.58 11.15 13.14
State Farm Equity & Bond Instl 0.31 6.28 4.42 12.77 10.47 11.77
Calvert Balanced Y 0.71 6.28 4.82 13.33 --- ---
JHancock Balanced R1 0.39 6.27 4.26 13.25 10.98 11.48
Hartford Checks and Balances R3 0.39 6.27 4.55 14.24 11.45 12.22
Fidelity® Balanced K 0.05 6.27 4.48 14.96 11.59 13.83
Federated MDT Balanced A Load Waived -0.06 6.26 3.69 14.77 10.54 12.00
Federated MDT Balanced A -0.06 6.26 3.69 14.77 10.54 12.00
Columbia Balanced R 1.05 6.26 5.31 13.57 11.58 ---
Buffalo Flexible Income 0.67 6.26 3.83 11.11 11.41 13.95
Hartford Balanced HLS IB 0.82 6.25 4.61 12.59 11.57 13.42
AMG Chicago Equity Partners Bal Inv 0.33 6.25 4.51 12.70 10.43 12.32
State Farm Equity & Bond R3 0.38 6.22 4.44 12.73 10.43 11.68
Hennessy Equity and Income Investor 0.18 6.21 3.84 10.55 10.63 13.13
Lord Abbett Multi-Asset Balanced Opp F -0.64 6.20 3.48 13.15 9.88 12.77
George Putnam Balanced R 0.49 6.19 3.94 11.27 10.73 12.23
UBS US Allocation Y -0.08 6.18 4.10 14.35 11.47 14.33
Fidelity® Balanced 0.02 6.18 4.45 14.84 11.47 13.69
CornerCap Balanced 0.31 6.18 3.43 13.05 9.49 11.51
Calvert Balanced A Load Waived 0.69 6.17 4.76 13.12 10.65 12.09
Calvert Balanced A 0.69 6.17 4.76 13.12 10.65 12.09
Hartford Balanced R3 0.79 6.15 4.69 12.30 10.92 12.90
American Century Balanced Inv 0.58 6.15 3.74 12.90 11.06 12.49
Transamerica Multi-Mgd Balanced C 0.73 6.13 4.19 12.14 10.37 14.65
Columbia Flexible Capital Income R -0.24 6.13 3.68 11.24 --- ---
Lord Abbett Multi-Asset Balanced Opp A -0.58 6.12 3.53 12.97 9.71 12.56
Lord Abbett Multi-Asset Balanced Op A LW -0.58 6.12 3.53 12.97 9.71 12.56
George Putnam Balanced M 0.50 6.12 3.91 11.03 10.45 11.95
State Farm Equity & Bond A Legacy LW 0.29 6.11 4.37 12.40 10.19 11.48
State Farm Equity & Bond A Legacy 0.29 6.11 4.37 12.40 10.19 11.48
Virtus Balanced C 0.32 6.10 3.85 13.93 8.65 10.95
State Farm Equity & Bond R2 0.34 6.09 4.31 12.32 10.04 11.35
Invesco Moderate Allocation R5 0.11 6.08 3.53 11.12 8.75 11.80
Alger Balanced I-2 0.77 6.08 4.76 12.50 7.46 10.22
State Farm Equity & Bond A Load Waived 0.29 6.07 4.31 12.42 10.19 11.47
State Farm Equity & Bond A 0.29 6.07 4.31 12.42 10.19 11.47
Virtus Balanced B 0.32 6.06 3.83 13.93 8.63 10.94
Invesco Moderate Allocation Y 0.09 6.06 3.52 11.08 8.72 11.80
Federated MDT Balanced R -0.12 6.06 3.56 14.51 10.10 11.54
JHancock Balanced C 0.35 6.05 4.19 12.87 10.56 11.05
Value Line Income & Growth 0.67 6.04 3.79 13.07 9.77 11.64
Lord Abbett Multi-Asset Balanced Opp P -0.60 6.03 3.49 12.79 9.52 12.39
UBS US Allocation A Load Waived -0.10 6.02 4.03 14.01 11.15 14.00
UBS US Allocation A -0.10 6.02 4.03 14.01 11.15 14.00
Putnam Dynamic Asset Allocation Bal R6 0.00 6.02 3.66 14.18 --- ---
Lord Abbett Multi-Asset Balanced Opp R3 -0.60 6.00 3.47 12.72 9.46 12.32
JHancock Balanced B 0.35 6.00 4.14 12.82 10.52 11.04
Hartford Checks and Balances C 0.31 6.00 4.38 13.72 10.98 11.77
Frost Moderate Allocation Instl 0.20 6.00 3.94 12.56 8.09 10.69
Columbia Flexible Capital Income C -0.24 5.99 3.57 10.75 --- ---
Putnam Dynamic Asset Allocation Bal Y 0.00 5.98 3.72 14.16 10.83 14.00
Putnam Dynamic Asset Allocation Bal R5 0.00 5.98 3.70 14.10 --- ---
Fidelity Advisor® Balanced Z -0.04 5.98 4.42 --- --- ---
Columbia Balanced C 0.98 5.98 5.20 13.00 11.01 12.61
Transamerica Multi-Mgd Balanced B 0.71 5.96 4.10 11.84 10.08 14.37
Hartford Checks and Balances B 0.28 5.96 4.36 13.67 10.90 11.72
George Putnam Balanced C 0.49 5.96 3.83 10.76 10.19 11.67
Fidelity Advisor® Balanced I -0.03 5.95 4.43 14.64 11.32 13.50
Columbia Balanced B 0.98 5.95 5.17 13.00 11.00 12.61
Nuveen Strategy Growth Allocation I 0.00 5.94 4.53 13.96 9.67 13.00
Nuveen Strategy Balanced Allc I 0.12 5.93 4.04 12.61 8.72 12.00
MassMutual Premier Balanced R5 0.31 5.93 4.07 12.68 10.62 12.65
Vanguard Balanced Index I 0.35 5.92 3.89 12.55 11.01 13.10
Perkins Value Plus Income C 0.03 5.92 3.36 9.24 8.93 ---
Lord Abbett Multi-Asset Balanced Opp R2 -0.67 5.92 3.38 12.55 9.33 12.30
Dunham Appreciation & Income N 0.09 5.92 5.31 14.32 7.76 11.98
Osterweis Strategic Investment -0.06 5.90 4.50 14.58 13.46 ---
Invesco Moderate Allocation S 0.05 5.90 3.40 10.84 8.55 ---
WOA All Asset I Class I -1.12 5.89 1.68 12.99 --- ---
Vanguard STAR Inv 0.07 5.89 3.76 14.07 10.67 12.55
Vanguard Balanced Index Signal 0.35 5.89 3.89 12.54 11.01 13.08
State Farm Equity & Bond R1 0.25 5.89 4.32 12.10 9.84 11.12
State Farm Equity & Bond B Legacy 0.28 5.89 4.25 12.02 9.79 11.04
George Putnam Balanced B 0.43 5.89 3.83 10.71 10.19 11.65
Vanguard Balanced Index Adm 0.31 5.88 3.86 12.51 10.98 13.07
Nuveen Strategy Growth Allocation A LW 0.08 5.88 4.47 13.75 9.41 12.75
Nuveen Strategy Growth Allocation A 0.08 5.88 4.47 13.75 9.41 12.75
Mairs & Power Balanced Inv 0.24 5.87 3.52 12.29 12.68 14.74
MFS® Total Return R5 0.10 5.84 3.80 12.32 --- ---
Invesco Moderate Allocation A LW 0.10 5.84 3.46 10.81 8.44 11.52
Invesco Moderate Allocation A 0.10 5.84 3.46 10.81 8.44 11.52
Hartford Balanced C 0.74 5.84 4.51 11.73 10.34 12.33
MassMutual Premier Balanced Adm 0.38 5.83 4.06 12.43 10.26 12.30
Dunham Appreciation & Income A LW 0.09 5.83 5.22 14.04 7.47 11.70
Dunham Appreciation & Income A 0.09 5.83 5.22 14.04 7.47 11.70
Vanguard Balanced Index Inv 0.31 5.82 3.82 12.35 10.84 12.92
Frost Moderate Allocation A Load Waived 0.15 5.82 3.80 12.23 7.81 10.41
Frost Moderate Allocation A 0.15 5.82 3.80 12.23 7.81 10.41
WesMark Balanced 0.01 5.80 3.73 10.99 9.33 11.03
State Farm Equity & Bond B 0.24 5.80 4.15 11.89 9.50 10.80
MFS® Total Return I 0.10 5.80 3.78 12.23 10.93 11.92
Federated MDT Balanced C -0.12 5.80 3.48 13.86 9.67 11.17
Nuveen Strategy Balanced Allc A LW 0.06 5.79 3.87 12.31 8.54 11.71
Nuveen Strategy Balanced Allc A 0.06 5.79 3.87 12.31 8.54 11.71
MFS® Total Return R4 0.15 5.79 3.78 12.22 10.94 11.93
MassMutual Premier Balanced Svc 0.30 5.79 4.08 12.57 10.44 12.48
USAA Cornerstone Moderate 0.23 5.78 3.47 11.04 6.46 11.72
Putnam Dynamic Asset Allocation Bal A LW -0.07 5.78 3.59 13.83 10.52 13.68
Putnam Dynamic Asset Allocation Bal A -0.07 5.78 3.59 13.83 10.52 13.68
Hartford Balanced B 0.77 5.78 4.52 11.63 10.21 12.19
QS Legg Mason Dynamic Multi-Strategy A 0.00 5.76 3.82 12.67 --- ---
QS Legg Mason Dynamic Multi-Strateg A LW 0.00 5.76 3.82 12.67 --- ---
Fidelity Advisor® Balanced A LW -0.03 5.76 4.34 14.29 10.99 13.19
Fidelity Advisor® Balanced A -0.03 5.76 4.34 14.29 10.99 13.19
Calvert Balanced C 0.64 5.74 4.58 12.25 9.75 11.17
Invesco Moderate Allocation R 0.04 5.73 3.40 10.56 8.18 11.25
Advance Capital I Balanced Instl -0.14 5.73 4.37 12.34 9.28 12.67
Lord Abbett Multi-Asset Balanced Opp B -0.64 5.72 3.33 12.13 8.92 11.75
Sextant Core -0.40 5.71 2.78 11.08 6.39 9.03
Nuveen Strategy Growth Allocation R3 0.00 5.71 4.37 13.36 9.14 12.46
MassMutual Premier Balanced A LW 0.39 5.71 4.07 12.15 10.02 12.06
MassMutual Premier Balanced A 0.39 5.71 4.07 12.15 10.02 12.06
American Funds College 2024 529F1 0.00 5.70 3.61 12.94 --- ---
Lord Abbett Multi-Asset Balanced Opp C -0.64 5.69 3.36 12.14 8.94 11.79
MFS® Total Return A Load Waived 0.08 5.68 3.72 11.96 10.66 11.61
MFS® Total Return A 0.08 5.68 3.72 11.96 10.66 11.61
MFS® Total Return R3 0.08 5.67 3.72 11.95 10.67 11.64
American Funds American Balanced R6 0.31 5.67 4.12 13.73 12.92 14.55
Vanguard LifeStrategy Moderate Gr Inv 0.23 5.65 3.68 12.17 8.78 11.65
Pax World Balanced Instl 0.67 5.65 4.55 13.13 8.36 10.81
American Funds American Balanced R5 0.31 5.64 4.11 13.67 12.86 14.50
Putnam Dynamic Asset Allocation Bal R -0.07 5.63 3.55 13.48 10.27 13.40
Nuveen Strategy Balanced Allc R3 -0.01 5.63 3.85 11.94 8.17 11.42
JHancock Lifestyle II Balanced 1 0.11 5.63 3.54 --- --- ---
Fidelity Advisor® Balanced T -0.04 5.63 4.29 14.08 10.77 12.96
FPA Crescent 0.32 5.62 3.88 13.53 11.69 13.12
American Funds College 2024 529-A LW -0.08 5.62 3.53 12.75 --- ---
American Funds College 2024 529-A -0.08 5.62 3.53 12.75 --- ---
MFS® Total Return 529A Load Waived 0.07 5.61 3.72 11.94 10.61 11.53
MFS® Total Return 529A 0.07 5.61 3.72 11.94 10.61 11.53
American Funds American Balanced F2 0.31 5.58 4.10 13.62 12.77 14.43
Advance Capital I Balanced Retail -0.11 5.58 4.35 12.10 9.01 12.39
AllianceBern Balance Wealth Strat I -0.21 5.57 3.72 12.48 7.73 11.31
Cavanal Hill Balanced I 0.25 5.56 3.39 10.90 9.06 11.88
American Funds College 2027 529F1 -0.08 5.56 3.98 14.96 --- ---
UBS US Allocation C -0.16 5.55 3.84 13.17 10.31 13.14
Pax World Balanced Individual Inv 0.68 5.55 4.48 12.86 8.09 10.53
American Funds American Balanced 529F 0.31 5.55 4.09 13.52 12.69 14.34
AllianceBern Balance Wealth Strat Adv -0.21 5.55 3.71 12.44 7.74 11.31
Putnam Dynamic Asset Allocation Bal M -0.07 5.54 3.47 13.21 9.98 13.13
JHancock Lifestyle II Balanced R6 0.10 5.52 3.44 --- --- ---
Intrepid Capital Institutional -0.64 5.52 1.33 10.88 9.69 ---
Calvert Balanced B 0.62 5.52 4.47 11.84 9.46 10.92
SEI Aggressive Strategy A (SAAT) -0.21 5.51 4.11 13.26 10.02 13.70
American Funds College 2027 529-A LW -0.16 5.49 3.91 14.76 --- ---
American Funds College 2027 529-A -0.16 5.49 3.91 14.76 --- ---
MFS® Total Return R2 0.06 5.47 3.59 11.64 10.38 11.35
BMO Growth Balanced R-6 -0.10 5.47 --- --- --- ---
American Funds American Balanced A LW 0.31 5.47 4.05 13.39 12.54 14.19
American Funds American Balanced A 0.31 5.47 4.05 13.39 12.54 14.19
JPMorgan Diversified Instl 0.20 5.46 4.10 13.11 10.56 13.32
American Funds American Balanced R4 0.28 5.46 4.04 13.32 12.50 14.16
Voya Solution Balanced I 0.00 5.45 3.87 12.15 8.82 12.01
Nuveen Strategy Growth Allocation C 0.00 5.45 4.34 12.88 8.60 11.92
Delaware Foundation Moderate Allc I 0.15 5.45 3.81 11.95 8.24 11.46
Cavanal Hill Balanced A Load Waived 0.26 5.45 3.27 10.59 8.78 ---
Cavanal Hill Balanced A 0.26 5.45 3.27 10.59 8.78 ---
American Funds College 2024 529-E -0.08 5.45 3.45 12.47 --- ---
American Funds American Balanced F1 0.31 5.45 4.03 13.35 12.51 14.17
SEI Aggressive Strategy I (SAAT) -0.21 5.43 4.06 13.03 9.76 13.42
AllianceBern Balance Wealth Strat A LW -0.21 5.43 3.65 12.14 7.44 10.97
AllianceBern Balance Wealth Strat A -0.21 5.43 3.65 12.14 7.44 10.97
Invesco Moderate Allocation C -0.01 5.41 3.21 9.97 7.62 10.68
Invesco Moderate Allocation B -0.01 5.41 3.20 9.96 7.62 10.70
Pax World Balanced R 0.67 5.40 4.47 12.60 7.83 10.26
Jamestown Balanced 0.66 5.40 4.88 13.83 10.97 11.68
HSBC World Selection Balanced Strat A LW -0.14 5.40 3.41 12.18 7.97 12.20
HSBC World Selection Balanced Strat A -0.14 5.40 3.41 12.18 7.97 12.20
Voya Strategic Allocation Moderate I -0.15 5.39 3.91 12.43 9.49 12.35
American Funds American Balanced 529A LW 0.28 5.39 3.99 13.26 12.43 14.09
American Funds American Balanced 529A 0.28 5.39 3.99 13.26 12.43 14.09
Putnam Dynamic Asset Allocation Bal C -0.07 5.38 3.41 13.00 9.72 12.84
T. Rowe Price Personal Strat Balanced 0.00 5.37 3.97 13.87 10.38 13.31
T. Rowe Price Balanced 0.04 5.37 4.16 14.15 10.72 13.04
Fidelity Advisor® Balanced C -0.10 5.37 4.12 13.45 10.16 12.34
Cavanal Hill Balanced Inv 0.20 5.37 3.26 10.57 8.78 11.58
AllianceBern Balance Wealth Strat K -0.21 5.37 3.67 12.09 7.40 10.92
American Century Strat Allc: Mod R6 0.00 5.36 3.59 --- --- ---
American Century One Choice® Mod Inv 0.00 5.36 3.58 11.97 9.49 12.11
Janus Balanced N 0.42 5.35 4.28 13.69 --- ---
Putnam Dynamic Asset Allocation Bal B -0.14 5.33 3.41 12.94 9.70 12.86
JPMorgan Diversified Sel 0.20 5.33 4.04 12.85 10.30 13.06
American Funds College 2027 529-E -0.16 5.33 3.84 14.45 --- ---
Intrepid Capital -0.63 5.31 1.27 10.61 9.39 12.68
JPMorgan Investor Growth & Income Sel 0.43 5.30 4.19 13.17 10.35 12.81
Dunham Appreciation & Income C -0.09 5.30 5.00 13.04 6.64 10.83
Nuveen Strategy Balanced Allc C 0.04 5.29 3.74 11.43 7.62 10.86
Fidelity Advisor® Balanced B -0.09 5.29 4.11 13.35 10.11 12.29
American Century Strat Allc: Mod Instl 0.00 5.29 3.55 11.63 9.30 11.89
Voya Strategic Allocation Moderate S -0.15 5.28 3.79 12.16 9.21 12.06
Voya Balanced I -0.21 5.27 3.93 12.42 9.36 12.22
Janus Balanced I 0.40 5.27 4.22 13.62 10.76 11.84
Janus Balanced D 0.42 5.27 4.24 13.55 10.70 11.75
American Funds American Balanced R3 0.28 5.27 3.98 13.03 12.18 13.81
American Funds American Balanced 529E 0.28 5.26 3.97 12.99 12.16 13.79
Janus Aspen Balanced Instl 0.43 5.25 4.22 13.62 11.00 12.19
Delaware Foundation Moderate Allc B 0.15 5.25 3.75 11.66 7.54 10.57
Delaware Foundation Moderate Allc A LW 0.15 5.25 3.75 11.67 7.98 11.18
Delaware Foundation Moderate Allc A 0.15 5.25 3.75 11.67 7.98 11.18
Voya Retirement Moderate Growth I 0.00 5.24 3.64 11.97 9.17 11.70
MFS® Total Return R1 0.02 5.24 3.53 11.13 9.82 10.80
Legg Mason Inv Counsel Social Aware I -0.08 5.24 3.41 11.69 9.55 11.90
JPMorgan Diversified A Load Waived 0.20 5.23 3.99 12.62 10.02 12.77
JPMorgan Diversified A 0.20 5.23 3.99 12.62 10.02 12.77
MFS® Total Return B 0.07 5.22 3.52 11.09 9.86 10.80
American Funds Balanced Port R6 0.16 5.22 3.74 13.17 --- ---
Fidelity Asset Manager® 70% -0.51 5.21 3.60 14.08 9.75 13.23
Fidelity Advisor Asset Manager® 70% I -0.51 5.21 3.60 14.03 9.70 13.19
MFS® Total Return C 0.07 5.20 3.51 11.12 9.84 10.81
Janus Balanced T 0.40 5.20 4.19 13.44 10.58 11.64
New Century Balanced -0.24 5.19 3.57 11.97 8.52 10.93
MFS® Total Return 529C 0.01 5.19 3.50 11.08 9.78 10.71
American Funds Balanced Port R5 0.14 5.19 3.72 13.12 --- ---
Voya Solution Balanced S -0.09 5.18 3.76 11.86 8.53 11.75
Voya Balanced S -0.14 5.18 3.91 12.20 9.09 11.94
American Funds Balanced Port F2 0.06 5.18 3.64 12.99 --- ---
JPMorgan Investor Growth & Income A LW 0.42 5.17 4.13 12.86 10.09 12.54
JPMorgan Investor Growth & Income A 0.42 5.17 4.13 12.86 10.09 12.54
ESG Managers® Balanced Port Inst 0.00 5.17 4.00 12.02 9.13 ---
Janus Balanced A Load Waived 0.40 5.15 4.17 13.29 10.44 11.52
Janus Balanced A 0.40 5.15 4.17 13.29 10.44 11.52
American Funds Balanced Port 529F1 0.12 5.15 3.63 12.91 --- ---
AllianzGI Income & Growth Institutional -0.17 5.15 3.45 12.68 9.66 13.94
AllianceBern Balance Wealth Strat R -0.28 5.15 3.53 11.74 7.04 10.57
MFS® Total Return 529B 0.01 5.14 3.45 11.04 9.78 10.72
Calamos Growth & Income I 0.06 5.14 5.04 13.89 7.56 11.62
Delaware Foundation Moderate Allc R 0.16 5.13 3.62 11.31 7.71 10.88
Madison Diversified Income A LW 0.34 5.12 3.36 9.68 9.69 11.26
Madison Diversified Income A 0.34 5.12 3.36 9.68 9.69 11.26
Voya Solution Balanced S2 -0.09 5.11 3.69 11.61 8.39 ---
Principal SAM Balanced Inst -0.16 5.11 3.68 12.18 9.93 12.68
Fidelity Asset Manager® 60% -0.42 5.11 3.26 12.60 8.92 12.08
American Funds College 2024 529-C -0.08 5.11 3.29 11.86 --- ---
American Funds College 2024 529-B -0.08 5.11 3.29 11.87 --- ---
Capital Guardian Core Balanced Instl 0.29 5.10 3.55 --- --- ---
American Funds Balanced Port A LW 0.09 5.10 3.60 12.83 --- ---
American Funds Balanced Port A 0.09 5.10 3.60 12.83 --- ---
Janus Balanced S 0.40 5.09 4.17 13.14 10.31 11.36
TETON Westwood Balanced I 0.23 5.08 3.52 10.02 9.65 10.72
Legg Mason Inv Counsel Social Aware A LW -0.08 5.08 3.35 11.39 9.22 11.61
Legg Mason Inv Counsel Social Aware A -0.08 5.08 3.35 11.39 9.22 11.61
AllianzGI Income & Growth P -0.17 5.08 3.39 12.54 9.55 13.83
Russell LifePoints Balanced Strategy R1 -0.11 5.07 3.15 10.94 7.22 11.16
Pioneer Ibbotson Moderate Allocation Y -0.23 5.07 3.74 11.96 8.06 11.33
ESG Managers® Balanced Port A LW 0.00 5.07 3.99 11.76 8.86 ---
ESG Managers® Balanced Port A 0.00 5.07 3.99 11.76 8.86 ---
American Funds Balanced Port R4 0.08 5.07 3.59 12.79 --- ---
Voya Solution Balanced A -0.09 5.06 3.72 11.58 8.27 11.29
Compass EMP Multi-Asset Growth A LW -0.56 5.06 3.66 14.42 4.42 8.23
Compass EMP Multi-Asset Growth A -0.56 5.06 3.66 14.42 4.42 8.23
American Funds Balanced Port F1 0.08 5.06 3.58 12.74 --- ---
American Funds Balanced Port 529-A LW 0.08 5.06 3.58 12.73 --- ---
American Funds Balanced Port 529-A 0.08 5.06 3.58 12.73 --- ---
SEI Aggressive Strategy D (SAAT) -0.27 5.05 3.91 12.37 9.16 ---
Great-West Moderate Profile II Init -0.09 5.05 3.37 11.12 9.04 11.40
American Funds American Balanced R1 0.24 5.05 3.87 12.54 11.68 13.31
American Century Strat Allc: Mod Inv 0.00 5.05 3.50 11.40 9.08 11.67
American Funds American Balanced C 0.24 5.04 3.86 12.52 11.65 13.29
VALIC Company I Asset Allocation -0.23 5.03 4.13 11.98 9.83 12.70
Fidelity Advisor Asset Manager® 70% A LW -0.55 5.02 3.51 13.70 9.41 12.87
Fidelity Advisor Asset Manager® 70% A -0.55 5.02 3.51 13.70 9.41 12.87
Fidelity Advisor Asset Manager® 60% I -0.42 5.02 3.26 12.48 8.85 12.02
American Funds American Balanced R2 0.24 5.02 3.87 12.53 11.72 13.33
American Funds American Balanced B 0.24 5.02 3.85 12.52 11.71 13.33
HSBC World Selection Balanced Strat C -0.14 5.01 3.26 11.40 7.18 11.35
HSBC World Selection Balanced Strat B -0.14 5.01 3.26 11.42 7.18 11.37
Touchstone Balanced Allocation Instl -0.07 5.00 2.88 10.98 8.10 10.79
Russell LifePoints Balanced Strategy S -0.15 5.00 3.12 10.73 7.06 11.03
JHancock Lifestyle Balanced 1 -0.11 5.00 3.37 12.36 8.92 12.33
American Funds College 2027 529-C -0.16 5.00 3.77 13.89 --- ---
Principal SAM Balanced R5 -0.22 4.99 3.55 11.84 9.65 12.39
JPMorgan Investor Balanced Select 0.47 4.99 3.59 11.00 8.59 10.60
Calamos Growth & Income A Load Waived 0.06 4.99 4.96 13.59 7.29 11.34
Calamos Growth & Income A 0.06 4.99 4.96 13.59 7.29 11.34
American Funds College 2027 529-B -0.24 4.99 3.68 13.75 --- ---
American Funds American Balanced 529B 0.24 4.99 3.85 12.40 11.58 13.21
Voya Retirement Moderate Growth A -0.09 4.98 3.55 11.49 8.73 11.26
Touchstone Balanced Allocation Y -0.07 4.98 2.95 11.02 8.09 10.78
Russell LifePoints Balanced Strategy R2 -0.10 4.97 3.11 10.70 6.98 10.88
QS Legg Mason Lifestyle Allocation 70% I -0.46 4.96 3.34 13.20 10.95 13.95
Pioneer Ibbotson Moderate Allocation A -0.15 4.96 3.70 11.67 7.78 10.96
Pioneer Ibbotson Moderate Allocatio A LW -0.15 4.96 3.70 11.67 7.78 10.96
JHancock Lifestyle Balanced R6 -0.10 4.96 3.32 12.39 --- ---
JHancock Lifestyle Balanced 5 -0.10 4.96 3.32 12.34 8.97 12.38
TETON Westwood Balanced AAA 0.23 4.95 3.45 9.74 9.37 10.43
JHancock Lifestyle Balanced R5 -0.06 4.95 3.34 12.31 8.83 12.25
American Funds American Balanced 529C 0.24 4.95 3.83 12.41 11.58 13.20
Victory Balanced I 0.53 4.94 4.25 12.05 10.99 11.85
Principal SAM Balanced A Load Waived -0.18 4.94 3.55 11.79 9.55 12.28
Principal SAM Balanced A -0.18 4.94 3.55 11.79 9.55 12.28
Great-West Moderate Profile I Init -0.18 4.94 3.18 10.89 8.86 11.21
American Century Strat Allc: Mod A LW 0.00 4.94 3.44 11.16 8.83 11.37
American Century Strat Allc: Mod A 0.00 4.94 3.44 11.16 8.83 11.37
AllianceBern Balance Wealth Strat C -0.28 4.94 3.47 11.31 6.68 10.19
AllianceBern Balance Wealth Strat B -0.28 4.94 3.47 11.31 6.67 10.18
Sentinel Balanced I 0.48 4.93 3.89 11.31 10.72 12.72
Principal SAM Balanced R4 -0.19 4.92 3.59 11.71 9.52 12.26
Janus Balanced R 0.38 4.92 4.09 12.86 10.04 11.08
Fidelity Advisor Asset Manager® 70% T -0.55 4.92 3.46 13.41 9.13 12.59
Principal SAM Balanced J -0.23 4.90 3.53 11.74 9.58 12.24
JPMorgan Diversified C 0.14 4.90 3.84 11.98 9.46 12.19
Great-West Moderate Profile II L -0.18 4.90 3.25 10.75 --- ---
Timothy Plan Growth & Income A LW -0.09 4.89 2.48 --- --- ---
Timothy Plan Growth & Income A -0.09 4.89 2.48 --- --- ---
American Century Strat Allc: Mod R -0.13 4.89 3.39 10.81 8.57 11.11
AllianzGI Income & Growth A Load Waived -0.25 4.88 3.27 12.28 9.26 13.53
AllianzGI Income & Growth A -0.25 4.88 3.27 12.28 9.26 13.53
New Covenant Balanced Growth 0.62 4.87 4.21 12.16 8.87 11.03
JPMorgan Diversified B 0.18 4.87 3.84 12.00 9.48 12.20
American Funds Balanced Port 529-E 0.01 4.87 3.52 12.34 --- ---
QS Legg Mason Lifestyle Allocation A LW -0.46 4.86 3.24 13.05 10.75 13.68
QS Legg Mason Lifestyle Allocation 70% A -0.46 4.86 3.24 13.05 10.75 13.68
JHancock Lifestyle Balanced R4 -0.11 4.86 3.23 12.11 8.60 11.98
Delaware Foundation Moderate Allc C 0.08 4.86 3.57 10.86 7.18 10.35
Compass EMP Multi-Asset Growth T -0.65 4.86 3.54 14.06 4.15 ---
AllianzGI Income & Growth D -0.25 4.86 3.34 12.31 9.28 13.53
Outfitter 0.08 4.85 2.58 8.40 --- ---
Fidelity Advisor Asset Manager® 60% A LW -0.43 4.85 3.18 12.20 8.57 11.73
Fidelity Advisor Asset Manager® 60% A -0.43 4.85 3.18 12.20 8.57 11.73
Ascendant Balanced I -0.67 4.85 2.54 11.65 --- ---
American Funds Balanced Port R3 0.01 4.85 3.52 12.34 --- ---
Russell LifePoints Balanced Strategy A -0.13 4.83 3.08 10.53 6.80 10.75
Russell LifePoints Balanced Strateg A LW -0.13 4.83 3.08 10.53 6.80 10.75
JPMorgan Investor Growth & Income C 0.36 4.83 3.96 12.25 9.49 11.93
JPMorgan Investor Growth & Income B 0.33 4.83 4.00 12.28 9.50 11.94
Russell LifePoints Balanced Strategy R3 -0.08 4.82 3.04 10.47 6.73 10.63
Prudential Moderate Allocation Z -0.13 4.82 3.41 11.17 8.36 11.66
Calamos Growth & Income R 0.03 4.82 4.90 13.29 7.02 11.06
Thrivent Moderate Allocation I -0.22 4.81 3.02 11.50 8.47 11.93
Russell LifePoints Balanced Strategy E -0.13 4.80 3.06 10.47 6.81 10.74
JPMorgan Investor Balanced A LW 0.42 4.80 3.47 10.68 8.29 10.31
JPMorgan Investor Balanced A 0.42 4.80 3.47 10.68 8.29 10.31
Fidelity Asset Manager® 50% -0.28 4.80 2.97 11.09 8.12 11.12
Timothy Plan Growth & Income I -0.09 4.79 2.48 --- --- ---
JHancock Lifestyle Balanced A LW -0.14 4.79 3.27 11.95 8.45 11.86
JHancock Lifestyle Balanced A -0.14 4.79 3.27 11.95 8.45 11.86
Touchstone Balanced Allocation A LW -0.13 4.78 2.81 10.67 7.81 10.48
Touchstone Balanced Allocation A -0.13 4.78 2.81 10.67 7.81 10.48
TETON Westwood Balanced A Load Waived 0.15 4.78 3.36 9.49 9.11 10.17
TETON Westwood Balanced A 0.15 4.78 3.36 9.49 9.11 10.17
Calamos Growth & Income B -0.02 4.78 4.86 13.24 6.88 10.74
Victory Balanced A Load Waived 0.51 4.77 4.13 11.82 10.67 11.39
Victory Balanced A 0.51 4.77 4.13 11.82 10.67 11.39
Sit Balanced 0.74 4.77 4.37 12.48 9.60 11.62
Sentinel Balanced A Load Waived 0.51 4.77 3.86 10.97 10.56 12.60
Sentinel Balanced A 0.51 4.77 3.86 10.97 10.56 12.60
Principal SAM Balanced R3 -0.24 4.77 3.49 11.53 9.31 12.06
Oppenheimer Moderate Inv Y 0.09 4.76 3.77 11.99 8.28 11.48
AllianzGI Income & Growth R -0.17 4.76 3.26 12.08 9.01 ---
RidgeWorth Moderate Allocation Strat A 0.00 4.74 3.42 11.85 8.08 10.09
RidgeWorth Moderate Allocation Stra A LW 0.00 4.74 3.42 11.85 8.08 10.09
RidgeWorth Moderate Allocation Strat I -0.09 4.73 3.41 11.93 8.26 10.35
Fidelity Advisor Asset Manager® 50% I -0.34 4.72 2.91 11.06 8.06 11.08
Madison Moderate Allocation A LW 0.25 4.71 3.38 11.06 8.68 10.46
Madison Moderate Allocation A 0.25 4.71 3.38 11.06 8.68 10.46
Janus Balanced C 0.35 4.71 3.99 12.43 9.62 10.70
PNC Balanced Allocation I -0.17 4.70 3.21 11.57 9.26 11.28
Victory Balanced R 0.48 4.69 4.19 11.51 10.38 11.04
Principal SAM Balanced R2 -0.22 4.69 3.44 11.34 9.11 11.84
JHancock Lifestyle Balanced R2 -0.17 4.68 3.18 11.73 --- ---
Fidelity Advisor Asset Manager® 60% T -0.43 4.68 3.11 11.89 8.31 11.47
Wells Fargo Advantage Growth Balanced Ad -0.09 4.67 3.85 13.27 11.01 14.06
American Funds Balanced Port C 0.07 4.67 3.43 11.98 --- ---
Thrivent Balanced Income Plus I -0.09 4.66 2.96 12.23 9.83 13.61
First Investors Total Return Instl 0.48 4.66 3.82 12.54 --- ---
Thrivent Moderate Allocation A LW -0.22 4.65 2.95 11.09 8.12 11.53
Thrivent Moderate Allocation A -0.22 4.65 2.95 11.09 8.12 11.53
Legg Mason Inv Counsel Social Aware C -0.19 4.65 3.15 10.57 8.48 10.88
Fidelity Advisor Asset Manager® 50% A LW -0.30 4.65 2.90 10.78 7.78 10.80
Fidelity Advisor Asset Manager® 50% A -0.30 4.65 2.90 10.78 7.78 10.80
Ascendant Balanced A Load Waived -0.74 4.65 2.48 11.36 --- ---
Ascendant Balanced A -0.74 4.65 2.48 11.36 --- ---
American Century Strat Allc: Mod C -0.13 4.65 3.30 10.38 8.01 10.55
Madison Diversified Income C 0.27 4.64 3.15 8.82 --- ---
Madison Diversified Income B 0.27 4.64 3.22 8.90 8.90 10.44
Voya Capital Allocation I -0.36 4.61 3.45 11.60 8.06 11.23
VALIC Company II Moderate Gr Lifestyle -0.26 4.61 3.39 12.31 9.86 13.27
Prudential Moderate Allocation A LW -0.19 4.61 3.35 10.85 8.08 11.37
Prudential Moderate Allocation A -0.19 4.61 3.35 10.85 8.08 11.37
American Funds Balanced Port B 0.04 4.61 3.40 11.85 --- ---
Principal SAM Balanced R1 -0.25 4.60 3.47 11.16 8.99 11.71
ESG Managers® Balanced Port C 0.00 4.60 3.78 10.88 8.04 ---
Compass EMP Multi-Asset Growth C -0.66 4.60 3.43 13.52 3.60 7.40
Capital Guardian Core Balanced Investor -0.10 4.60 3.16 --- --- ---
Oppenheimer Moderate Inv A Load Waived 0.09 4.59 3.70 11.60 8.04 11.18
Oppenheimer Moderate Inv A 0.09 4.59 3.70 11.60 8.04 11.18
Nationwide HighMark Balanced Instl -0.13 4.59 3.27 --- --- ---
Fidelity Advisor Asset Manager® 70% C -0.60 4.59 3.28 12.84 8.59 12.04
JHancock Lifestyle Balanced R3 -0.15 4.58 3.13 11.59 8.20 11.57
First Investors Total Return Adv 0.47 4.58 3.81 12.26 --- ---
TETON Westwood Balanced C 0.15 4.57 3.29 8.94 8.55 9.63
American Funds Balanced Port R1 0.00 4.57 3.43 11.89 --- ---
Northern Global Tactical Asset Allc -0.24 4.56 3.02 11.00 8.10 10.47
Nationwide HighMark Balanced InSvc -0.13 4.56 3.21 9.29 8.67 11.18
Great-West SecureFoundation® Bal ETF A -0.16 4.56 3.22 10.79 --- ---
Great-West SecureFoundation® Bal ET A LW -0.16 4.56 3.22 10.79 --- ---
Calamos Growth & Income C 0.00 4.56 4.77 12.74 6.50 10.51
PNC Balanced Allocation A Load Waived -0.22 4.55 3.14 11.32 9.01 10.98
PNC Balanced Allocation A -0.22 4.55 3.14 11.32 9.01 10.98
American Funds Balanced Port R2 -0.04 4.55 3.31 11.81 --- ---
Pioneer Ibbotson Moderate Allocation C -0.25 4.54 3.54 10.88 7.03 10.18
JHancock Lifestyle Balanced R1 -0.18 4.54 3.11 11.40 8.04 11.44
Fidelity Advisor Asset Manager® 70% B -0.64 4.54 3.30 12.71 8.50 11.95
American Funds Balanced Port 529-C -0.03 4.54 3.33 11.77 --- ---
JPMorgan Investor Balanced C 0.42 4.53 3.30 10.11 7.73 9.74
Dreyfus Growth Allocation -0.11 4.53 3.65 12.80 8.80 ---
American Funds Balanced Port 529-B 0.00 4.53 3.35 11.78 --- ---
Wells Fargo Advantage Growth Balanced A -0.10 4.52 3.76 12.95 10.73 13.77
Wells Fargo Advantage Growth Balanc A LW -0.10 4.52 3.76 12.95 10.73 13.77
Voya Capital Allocation W -0.45 4.52 3.45 11.58 --- ---
Oppenheimer Moderate Inv R 0.18 4.52 3.72 11.38 7.79 10.91
MassMutual RetireSMART Moderate Svc -0.18 4.52 2.97 10.75 8.35 ---
MassMutual RetireSMART Moderate R5 -0.18 4.52 2.97 10.77 8.34 ---
MassMutual RetireSMART Moderate Admin -0.18 4.52 3.06 10.66 8.26 ---
American Century Strat Allc: Mod B -0.13 4.52 3.16 10.26 7.97 10.54
GuidePath Tact Constnd Asst Allc Instl -0.17 4.51 3.87 12.00 --- ---
BNY Mellon Asset Allocation M -0.24 4.51 3.39 12.09 7.17 10.31
JPMorgan Investor Balanced B 0.40 4.50 3.31 10.11 7.75 9.74
Dreyfus Balanced Opportunity J 0.22 4.50 3.72 11.74 10.42 12.72
Dreyfus Balanced Opportunity I 0.22 4.50 3.72 11.72 10.47 12.81
Russell LifePoints Balanced Strategy C -0.16 4.49 2.92 9.74 6.02 9.92
Prudential Moderate Allocation R -0.19 4.49 3.22 10.54 7.79 11.09
Principal SAM Balanced C -0.24 4.49 3.40 10.91 8.77 11.46
Nationwide Inv Dest Mod I -0.44 4.49 2.90 10.39 8.68 10.96
QS Legg Mason Lifestyle Allocation 70% C -0.51 4.48 3.08 12.24 10.01 13.05
Dreyfus Balanced Opportunity Z 0.23 4.47 3.69 11.64 10.23 12.56
Great-West SecureFoundation® Balanced G -0.16 4.46 3.06 10.81 9.02 ---
MFS® Moderate Allocation I -0.26 4.45 2.97 10.68 8.90 12.40
Fidelity Advisor Asset Manager® 60% C -0.52 4.45 3.04 11.42 7.75 10.89
Dreyfus Moderate Allocation 0.00 4.45 3.27 11.06 7.56 ---
AllianzGI Income & Growth C -0.34 4.45 3.08 11.43 8.46 12.67
MFS® Moderate Allocation R4 -0.26 4.44 2.94 10.68 8.89 12.38
BNY Mellon Asset Allocation Inv -0.18 4.44 3.39 11.82 6.89 10.03
Fidelity® Global Strategies -0.06 4.43 3.14 9.33 5.03 9.58
Ascendant Balanced C -0.75 4.43 2.31 10.44 --- ---
Timothy Plan Growth & Income C -0.09 4.42 2.30 --- --- ---
Principal SAM Balanced B -0.24 4.42 3.36 10.81 8.62 11.36
Pioneer Ibbotson Moderate Allocation B -0.24 4.42 3.47 10.73 6.90 10.05
First Investors Total Return A LW 0.42 4.42 3.70 12.09 11.13 12.83
First Investors Total Return A 0.42 4.42 3.70 12.09 11.13 12.83
Fidelity Advisor® Global Strategies I -0.06 4.42 3.13 9.32 4.99 9.58
Voya Capital Allocation O -0.37 4.41 3.42 11.31 7.76 10.93
Fidelity Advisor Asset Manager® 50% T -0.37 4.41 2.78 10.45 7.51 10.52
Dreyfus Balanced Opportunity A LW 0.23 4.41 3.68 11.49 10.21 12.53
Dreyfus Balanced Opportunity A 0.23 4.41 3.68 11.49 10.21 12.53
Centre Multi-Asset Rl Ret Instl -0.10 4.41 2.94 7.96 --- ---
Victory Balanced C 0.45 4.40 3.98 11.04 9.90 10.56
RidgeWorth Moderate Allocation Strat C -0.09 4.40 3.27 11.19 7.43 9.38
Voya Capital Allocation A Load Waived -0.45 4.39 3.40 11.24 7.74 10.91
Voya Capital Allocation A -0.45 4.39 3.40 11.24 7.74 10.91
Hartford Moderate Allocation I -0.45 4.39 3.12 10.09 6.63 10.39
Fidelity Advisor Asset Manager® 60% B -0.51 4.39 3.01 11.32 7.75 10.89
Elfun Diversified 0.29 4.39 3.65 11.33 8.56 10.33
Nationwide HighMark Balanced A LW -0.13 4.38 3.16 8.97 8.40 10.90
Nationwide HighMark Balanced A -0.13 4.38 3.16 8.97 8.40 10.90
Hartford Moderate Allocation R5 -0.46 4.38 3.10 10.10 6.62 10.37
Great-West SecureFoundation® Balanced G1 -0.20 4.38 3.00 10.69 8.90 ---
TIAA-CREF Managed Allc Inst -0.18 4.37 3.37 11.90 9.76 12.39
Thrivent Balanced Income Plus A LW -0.19 4.37 2.85 11.69 9.34 13.07
Thrivent Balanced Income Plus A -0.19 4.37 2.85 11.69 9.34 13.07
JHancock Lifestyle Balanced C -0.19 4.36 3.08 11.14 7.67 11.07
JHancock Lifestyle Balanced B -0.20 4.35 3.07 11.05 7.63 11.01
BlackRock Growth Prepared Instl -0.07 4.34 4.18 14.77 10.94 13.96
Centre Multi-Asset Reall Ret Inv -0.10 4.33 2.95 7.77 --- ---
Tributary Balanced Instl Plus -1.09 4.32 3.06 14.22 --- ---
MassMutual RetireSMART Moderate A LW -0.18 4.32 2.97 10.42 7.97 ---
MassMutual RetireSMART Moderate A -0.18 4.32 2.97 10.42 7.97 ---
Touchstone Balanced Allocation C -0.17 4.31 2.62 9.86 7.00 9.67
QS Legg Mason Lifestyle Allocation 70% B -0.51 4.31 3.04 11.98 9.75 12.75
Sentinel Balanced C 0.42 4.30 3.65 10.15 9.69 11.70
Nationwide Inv Dest Mod A Load Waived -0.44 4.30 2.78 10.01 8.36 10.65
Nationwide Inv Dest Mod A -0.44 4.30 2.78 10.01 8.36 10.65
Legg Mason Inv Counsel Social Aware B -0.25 4.30 2.96 10.08 7.98 10.58
Great-West SecureFoundation® Balanced L -0.19 4.30 2.94 10.48 8.77 ---
MFS® Moderate Allocation R3 -0.26 4.28 2.90 10.41 8.61 12.09
Madison Moderate Allocation C 0.16 4.28 3.22 10.27 7.85 9.62
Madison Moderate Allocation B 0.16 4.28 3.22 10.18 7.86 9.63
GE Instl Strategic Investment Inv 0.22 4.28 3.57 11.23 8.57 10.29
MFS® Moderate Allocation A Load Waived -0.32 4.26 2.88 10.41 8.60 12.09
MFS® Moderate Allocation A -0.32 4.26 2.88 10.41 8.60 12.09
MFS® Moderate Allocation 529A LW -0.27 4.26 2.88 10.34 8.56 12.01
MFS® Moderate Allocation 529A -0.27 4.26 2.88 10.34 8.56 12.01
Vantagepoint Model Port Tradtnl Gr TM -0.22 4.25 3.31 11.64 --- ---
TIAA-CREF Managed Allc R -0.16 4.24 3.31 11.64 9.49 12.10
Praxis Genesis Balanced A Load Waived 0.12 4.24 3.25 10.87 7.99 ---
Praxis Genesis Balanced A 0.12 4.24 3.25 10.87 7.99 ---
MainStay Moderate Allocation I 0.00 4.24 3.41 12.25 10.60 12.33
GuidePath Tact Constnd Asst Allc Svc -0.17 4.24 3.78 11.38 7.73 ---
Columbia Capital Allocation Moderate Y 0.01 4.24 3.22 10.56 --- ---
TIAA-CREF Managed Allc Retail -0.16 4.23 3.30 11.69 9.50 12.11
Columbia Capital Allocation Moderate R5 0.00 4.23 3.21 10.52 --- ---
Prudential Moderate Allocation C -0.20 4.22 3.17 10.09 7.28 10.53
PNC Balanced Allocation C -0.23 4.22 3.01 10.48 8.20 10.15
Hartford Moderate Allocation R4 -0.46 4.22 3.03 9.79 6.30 10.05
Nationwide Inv Dest Mod Svc -0.52 4.20 2.71 9.96 8.25 10.52
Fidelity Advisor® Global Strategies A LW -0.09 4.20 3.01 8.96 4.74 9.28
Fidelity Advisor® Global Strategies A -0.09 4.20 3.01 8.96 4.74 9.28
Tributary Balanced Instl -1.07 4.19 3.00 14.00 9.89 14.35
Oppenheimer Moderate Inv C 0.09 4.19 3.58 10.89 7.27 10.35
RiverFront Moderate Growth & Income I -0.43 4.17 2.74 10.19 7.27 ---
Fidelity Advisor Asset Manager® 50% C -0.38 4.17 2.73 9.97 6.98 9.97
Columbia Capital Allocation Moderate Z 0.03 4.17 3.13 10.33 8.28 ---
Oppenheimer Moderate Inv B 0.00 4.16 3.56 10.84 7.18 10.25
Columbia Capital Allocation Moderate R4 0.04 4.16 3.17 10.37 --- ---
TIAA-CREF Lifestyle Moderate Premier -0.23 4.15 3.24 11.68 --- ---
Prudential Moderate Allocation B -0.26 4.15 3.10 10.01 7.28 10.53
Nationwide Inv Dest Mod R -0.53 4.15 2.69 9.67 7.99 10.23
MFS® Moderate Allocation R2 -0.27 4.15 2.80 10.13 8.35 11.81
Hartford Moderate Allocation A LW -0.53 4.15 3.04 9.74 6.30 10.08
Hartford Moderate Allocation A -0.53 4.15 3.04 9.74 6.30 10.08
GE Instl Strategic Investment Svc 0.22 4.15 3.51 10.95 8.30 9.92
Fidelity Advisor Asset Manager® 50% B -0.39 4.15 2.71 9.97 6.97 9.95
BlackRock Growth Prepared Inv A LW 0.00 4.15 4.15 14.39 10.56 13.54
BlackRock Growth Prepared Inv A 0.00 4.15 4.15 14.39 10.56 13.54
TIAA-CREF Lifestyle Moderate Instl -0.26 4.14 3.28 11.85 --- ---
Transamerica Instl Asst Allc Itm/Lg Hrzn -0.37 4.13 3.21 12.07 9.31 12.71
VALIC Company I Dynamic Allocation 0.33 4.11 4.55 11.10 --- ---
MainStay Moderate Allocation A LW 0.00 4.11 3.36 11.90 10.33 12.03
MainStay Moderate Allocation A 0.00 4.11 3.36 11.90 10.33 12.03
Wells Fargo Advantage Growth Balanced B -0.17 4.10 3.57 12.13 9.90 12.91
Wells Fargo Advantage Growth Balanced C -0.18 4.09 3.58 12.14 9.91 12.91
Vantagepoint Model Port Tradtnl Gr Inv M -0.25 4.09 3.27 11.36 8.82 11.10
Columbia Capital Allocation Moderate K -0.01 4.09 3.09 10.16 8.09 11.27
BlackRock Growth Prepared R -0.07 4.09 4.09 14.10 10.33 13.34
Voya Capital Allocation C -0.45 4.08 3.20 10.49 6.94 10.08
Columbia Capital Allocation Mod Agrsv Y -0.04 4.08 3.60 11.94 --- ---
Columbia Capital Allocation Mod Agrsv R5 -0.06 4.07 3.52 11.84 --- ---
Nationwide HighMark Balanced C -0.19 4.06 3.03 8.33 7.77 10.26
Schwab Balanced 0.07 4.05 3.34 11.75 9.57 11.70
RiverFront Moderate Growth & Income A LW -0.47 4.04 2.70 9.91 7.01 ---
RiverFront Moderate Growth & Income A -0.47 4.04 2.70 9.91 7.01 ---
Hartford Moderate Allocation R3 -0.52 4.04 2.92 9.40 5.96 9.70
Columbia Capital Allocation Moderate A -0.03 4.04 3.06 10.04 7.99 11.18
Columbia Capital Allocation Moderat A LW -0.03 4.04 3.06 10.04 7.99 11.18
PL Port Optimization Moderate Adv 0.07 4.03 3.51 9.60 --- ---
TIAA-CREF Lifestyle Moderate Retirement -0.25 4.02 3.22 11.52 --- ---
Fidelity Advisor® Global Strategies T -0.18 4.01 2.93 8.72 4.46 9.01
TIAA-CREF Lifestyle Moderate Retail -0.25 4.00 3.21 11.57 --- ---
Dreyfus Balanced Opportunity C 0.18 3.97 3.49 10.67 9.37 11.67
Columbia Capital Allocation Mod Agrsv K -0.04 3.97 3.49 11.57 --- ---
Calvert Moderate Allocation A LW -0.09 3.97 3.36 10.78 9.26 11.44
Calvert Moderate Allocation A -0.09 3.97 3.36 10.78 9.26 11.44
Voya Capital Allocation B -0.45 3.96 3.18 10.51 6.94 10.09
MainStay Moderate Allocation Inv -0.07 3.96 3.28 11.72 10.13 11.85
First Investors Total Return B 0.35 3.96 3.48 11.18 10.32 12.02
Columbia Capital Allocation Mod Agrsv Z -0.08 3.96 3.52 11.61 8.90 12.61
PL Port Optimization Moderate A LW 0.07 3.95 3.43 9.39 7.80 10.97
PL Port Optimization Moderate A 0.07 3.95 3.43 9.39 7.80 10.97
Transamerica Asset Allc Interm/Long Hrzn -0.41 3.93 3.08 11.73 9.02 12.43
Fallen Angels Income -0.44 3.93 2.26 10.91 10.56 12.09
Columbia Capital Allocation Mod Agrsv R4 -0.09 3.93 3.49 11.72 --- ---
Schwab MarketTrack Balanced Investor -0.41 3.92 2.81 10.31 8.78 11.13
MFS® Moderate Allocation B -0.33 3.92 2.71 9.61 7.80 11.27
MFS® Moderate Allocation R1 -0.34 3.90 2.71 9.61 7.80 11.27
MFS® Moderate Allocation C -0.33 3.90 2.67 9.58 7.79 11.26
Highland Total Return Y 0.20 3.90 3.42 10.48 7.45 9.59
MFS® Moderate Allocation 529B -0.35 3.87 2.65 9.50 7.74 11.19
Nationwide Inv Dest Mod C -0.53 3.86 2.66 9.25 7.58 9.86
SunAmerica Focused Balanced Strategy A -0.16 3.85 3.41 11.67 8.07 9.69
SunAmerica Focused Balanced Strateg A LW -0.16 3.85 3.41 11.67 8.07 9.69
Fidelity Advisor® Global Strategies C -0.17 3.85 2.87 8.27 3.96 8.47
MFS® Moderate Allocation 529C -0.34 3.84 2.68 9.53 7.75 11.17
Columbia Capital Allocation Moderate R -0.02 3.83 3.01 9.70 7.72 ---
Columbia Capital Allocation Mod Agrsv A -0.07 3.83 3.45 11.41 8.64 12.33
Columbia Capital Allocation Mod Agr A LW -0.07 3.83 3.45 11.41 8.64 12.33
PL Port Optimization Moderate R 0.07 3.81 3.44 9.13 7.55 10.74
InvestEd Balanced Load Waived 0.07 3.81 3.57 13.37 7.92 9.82
InvestEd Balanced 0.07 3.81 3.57 13.37 7.92 9.82
Fidelity Advisor® Global Strategies B -0.07 3.81 2.94 8.27 3.99 8.49
Columbia Capital Allocation Mod Agrsv T -0.01 3.81 3.44 11.36 8.59 ---
Hartford Moderate Allocation C -0.52 3.80 2.92 8.97 5.54 9.26
Hartford Moderate Allocation B -0.52 3.79 2.84 8.87 5.45 9.19
Highland Total Return A Load Waived 0.16 3.77 3.38 10.16 7.19 9.35
Highland Total Return A 0.16 3.77 3.38 10.16 7.19 9.35
Franklin Moderate Allocation Advisor -0.55 3.74 2.64 10.83 7.17 10.14
BlackRock Growth Prepared Inv C -0.08 3.74 3.98 13.49 9.74 12.70
Rainier Balanced Institutional 0.61 3.66 4.11 11.73 8.54 10.83
RiverFront Moderate Growth & Income C -0.50 3.64 2.60 9.18 6.23 ---
Eudora -0.38 3.64 2.03 3.47 --- ---
American Funds Asset Allocation HLS IB -0.46 3.64 3.23 12.10 11.99 13.64
Transamerica Asset Allc Mod Gr I -0.13 3.63 3.14 12.00 8.73 ---
Columbia Capital Allocation Mod Agrsv R -0.14 3.63 3.32 11.06 8.35 12.05
Highland Total Return R 0.20 3.62 3.36 9.93 6.95 9.11
AdvisorOne Liahona N -0.18 3.62 2.74 9.88 6.66 10.22
Columbia Capital Allocation Moderate C -0.06 3.59 2.89 9.20 7.19 10.34
Columbia Capital Allocation Moderate B 0.02 3.59 2.89 9.27 7.20 10.34
Transamerica Asset Allc Mod Gr A LW -0.13 3.56 3.07 11.73 8.39 11.63
Transamerica Asset Allc Mod Gr A -0.13 3.56 3.07 11.73 8.39 11.63
SunAmerica Focused Multi-Asset Strat A -0.43 3.55 3.55 11.43 6.68 9.10
SunAmerica Focused Multi-Asset Stra A LW -0.43 3.55 3.55 11.43 6.68 9.10
MainStay Moderate Allocation C -0.07 3.55 3.10 10.93 9.30 11.03
MainStay Moderate Allocation B -0.07 3.55 3.10 10.93 9.33 11.03
Franklin Moderate Allocation A LW -0.61 3.55 2.58 10.56 6.91 9.86
Franklin Moderate Allocation A -0.61 3.55 2.58 10.56 6.91 9.86
PL Port Optimization Moderate C 0.07 3.54 3.32 8.70 7.07 10.27
PL Port Optimization Moderate B 0.07 3.54 3.31 8.71 7.09 10.25
Calvert Moderate Allocation C -0.15 3.51 3.18 9.96 8.44 10.60
Rainier Balanced Original 0.53 3.49 4.05 11.37 8.24 10.52
SunAmerica Focused Balanced Strategy C -0.20 3.46 3.26 10.87 7.37 8.99
Franklin Moderate Allocation R -0.61 3.44 2.46 10.25 6.62 9.60
Columbia Capital Allocation Mod Agrsv B -0.11 3.40 3.21 10.53 7.82 11.48
SunAmerica Focused Balanced Strategy B -0.22 3.39 3.18 10.81 7.32 8.96
Transamerica Asset Allc Mod Gr R -0.13 3.36 3.01 11.49 8.19 11.42
Columbia Capital Allocation Mod Agrsv C -0.19 3.35 3.24 10.54 7.82 11.48
ICON Risk-Managed Balanced S -1.10 3.31 1.47 6.18 6.44 8.52
Highland Total Return C 0.13 3.30 3.16 9.36 6.38 8.53
ASTON/Montag & Caldwell Balanced I 0.49 3.26 3.41 9.59 8.33 9.70
Wells Fargo Advantage WB Growth Balanced -0.55 3.18 2.68 9.74 7.84 11.92
SunAmerica Focused Multi-Asset Strat C -0.44 3.17 3.37 10.76 6.01 8.39
SunAmerica Focused Multi-Asset Strat B -0.44 3.17 3.43 10.66 5.98 8.38
ASTON/Montag & Caldwell Balanced N 0.45 3.16 3.37 9.46 8.20 9.56
Even Keel Multi-Asset Managed Risk I -0.16 3.15 3.15 9.87 --- ---
Franklin Moderate Target C -0.68 3.14 2.32 9.67 6.10 9.04
ICON Risk-Managed Balanced A LW -1.11 3.10 1.37 5.92 6.17 8.24
ICON Risk-Managed Balanced A -1.11 3.10 1.37 5.92 6.17 8.24
Transamerica Asset Allc Mod Gr C -0.20 3.08 2.80 10.85 7.64 10.90
Transamerica Asset Allc Mod Gr B -0.20 3.06 2.85 10.83 7.59 10.83
Huntington Income Generation A LW 0.28 2.90 2.97 --- --- ---
Huntington Income Generation A 0.28 2.90 2.97 --- --- ---
Hennessy Balanced Investor 0.40 2.88 1.65 4.84 6.62 9.58
ICON Risk-Managed Balanced C -1.18 2.74 1.22 5.07 5.37 7.41
Huntington Income Generation C 0.24 2.72 2.94 6.45 --- ---
Huntington Balanced Allocation A LW -0.23 2.61 2.13 7.71 5.98 ---
Huntington Balanced Allocation A -0.23 2.61 2.13 7.71 5.98 ---
Villere Balanced Inv -1.24 2.50 4.01 11.00 12.63 18.64
Wilmington Strategic Allc Mod Instl -0.56 2.35 2.05 9.56 5.76 ---
Arrow DWA Balanced Institutional -0.60 2.18 2.04 8.08 --- ---
Wilmington Strategic Allc Mod A LW -0.56 2.09 1.99 9.25 5.46 8.94
Wilmington Strategic Allc Mod A -0.56 2.09 1.99 9.25 5.46 8.94
Arrow DWA Balanced A Load Waived -0.60 2.05 1.98 7.81 5.28 9.27
Arrow DWA Balanced A -0.60 2.05 1.98 7.81 5.28 9.27
Roumell Opportunistic Value Instl -1.21 2.03 1.25 -0.70 3.21 ---
Sound Mind Investing Balanced -0.60 1.84 1.84 10.15 8.40 ---
Roumell Opportunistic Value A LW -1.31 1.84 1.15 -0.96 2.95 ---
Roumell Opportunistic Value A -1.31 1.84 1.15 -0.96 2.95 ---
Catalyst/SMH Total Return Income A LW 0.08 1.70 2.41 1.52 4.98 10.85
Catalyst/SMH Total Return Income A 0.08 1.70 2.41 1.52 4.98 10.85
Catalyst/SMH Total Return Income I 0.10 1.66 2.31 1.61 --- ---
Arrow DWA Balanced C -0.69 1.63 1.77 7.00 4.48 8.45
Roumell Opportunistic Value C -1.38 1.42 0.98 --- --- ---
Catalyst/SMH Total Return Income C 0.02 1.17 2.05 0.59 4.20 10.00
Aftershock Strategies I -0.28 0.71 1.15 -1.83 --- ---
Greenspring -1.40 0.64 -0.26 5.57 8.29 9.06
Aftershock Strategies N -0.24 0.58 1.09 -2.08 --- ---
Disciplined Growth Investors -1.81 0.21 0.24 10.99 --- ---
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 0.00 --- ---
Neuberger Berman AMT Balanced I -1.16 -0.07 2.03 7.52 6.52 11.56
QS Legg Mason Dynamic Multi-Strategy I 0.00 --- 3.82 --- --- ---
QS Legg Mason Dynamic Multi-Strategy C -0.08 --- 3.58 --- --- ---
Nationwide Inv Dest Mod Instl Svc -0.44 --- 2.87 --- --- ---
Nationwide Diverse Managers Instl Svc -0.39 --- 1.61 --- --- ---
MassMutual RetireSMART Mod R4 -0.18 --- 2.97 --- --- ---
MassMutual RetireSMART Mod R3 -0.27 --- 2.87 --- --- ---
MassMutual RetireSMART Mod I -0.09 --- 3.06 --- --- ---
MassMutual Premier Balanced R4 0.39 --- 4.07 --- --- ---
MassMutual Premier Balanced R3 0.31 --- 3.99 --- --- ---
MassMutual Premier Balanced I 0.31 --- 4.07 --- --- ---
Legg Mason Lifestyle Allocation 70% R -0.46 --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy R 0.00 --- --- --- --- ---
BMO Growth Balanced Y -0.10 --- --- --- --- ---
BMO Growth Balanced R-3 -0.10 --- --- --- --- ---
BMO Growth Balanced I -0.10 --- --- --- --- ---
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