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Data through 8/16/2017. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Allocation--50% to 70% Equity 0.19 7.60 1.90 8.69 4.65 7.66
Plumb Balanced -0.30 14.98 4.31 15.33 7.73 10.25
Virtus Strategic Allocation A 0.21 13.40 2.96 9.09 2.94 6.23
Virtus Tactical Allocation A 0.11 13.37 2.58 9.97 2.96 6.73
Virtus Tactical Allocation C 0.00 12.83 2.31 9.10 2.18 5.95
Virtus Strategic Allocation C 0.14 12.83 2.70 8.29 2.15 5.43
T. Rowe Price Balanced I 0.74 12.18 3.29 12.61 --- ---
T. Rowe Price Balanced 0.74 12.09 3.29 12.47 6.49 9.38
Manning & Napier Pro-Blend Extnd Term I 1.00 11.90 2.75 8.14 2.87 7.21
Manning & Napier Pro-Blend Extnd Term S 0.96 11.72 2.70 7.81 2.61 6.94
T. Rowe Price Personal Strat Bal I 0.80 11.66 3.25 11.95 --- ---
Fidelity Asset Manager® 70% 0.64 11.58 2.67 12.28 6.21 9.31
T. Rowe Price Personal Strat Bal 0.80 11.57 3.21 11.81 6.27 9.20
Columbia Capital Allocation Mod Agrsv R5 0.78 11.57 3.07 12.30 6.87 ---
Manning & Napier Pro-Blend Extnd Term R 0.96 11.56 2.62 7.51 2.35 6.65
Fidelity Advisor Asset Manager® 70% I 0.64 11.52 2.67 12.26 6.19 9.28
Columbia Capital Allocation Mod Agrsv Y 0.72 11.49 3.06 12.36 6.89 ---
Columbia Capital Allocation Mod Agrsv Z 0.71 11.46 3.08 12.23 6.77 9.00
VALIC Company I Dynamic Allocation 0.42 11.43 2.99 10.83 4.02 ---
Columbia Capital Allocation Mod Agrsv R4 0.71 11.43 3.05 12.20 6.76 ---
Columbia Capital Allocation Mod Agrsv K 0.71 11.40 3.05 12.00 6.60 ---
Fidelity Advisor Asset Manager® 70% A 0.65 11.38 2.58 11.97 5.89 8.98
Fidelity® Puritan® K 0.98 11.34 3.15 11.76 7.48 10.31
Columbia Capital Allocation Mod Agrsv V 0.71 11.30 3.01 11.93 6.51 8.71
Columbia Capital Allocation Mod Agrsv A 0.71 11.30 3.01 11.93 6.52 8.74
Fidelity® Puritan® 0.93 11.28 3.12 11.65 7.38 10.20
Catalyst/SMH Total Return Income I 0.19 11.27 3.88 19.36 -1.74 ---
Vanguard STAR Inv 0.27 11.23 2.73 11.14 6.43 9.28
Fidelity Advisor Asset Manager® 70% M 0.60 11.21 2.54 11.71 5.62 8.69
Manning & Napier Pro-Blend Extnd Term R2 0.93 11.17 2.48 7.05 1.84 6.13
Columbia Capital Allocation Mod Agrsv R 0.71 11.17 2.94 11.76 6.26 8.47
Roumell Opportunistic Value Instl -2.74 11.14 -1.11 16.40 -0.81 3.33
Sit Balanced 0.48 11.11 2.91 11.35 7.46 9.16
Catalyst/SMH Total Return Income A 0.38 11.08 3.80 19.02 -1.99 2.28
Roumell Opportunistic Value A -2.78 10.90 -1.24 16.10 -1.03 3.10
AMG Managers Montag & Caldwell Balancd I 0.81 10.86 3.20 5.96 5.58 6.91
American Funds Balanced Portfolio R5 0.56 10.85 2.75 10.20 6.66 9.30
Fidelity Advisor Asset Manager® 70% C 0.56 10.84 2.41 11.13 5.09 8.16
American Funds Balanced Portfolio R6 0.49 10.80 2.69 10.18 6.69 9.32
American Funds Balanced Portfolio F2 0.56 10.75 2.73 10.15 6.62 9.24
American Funds Balanced Portfolio R5E 0.56 10.74 2.72 10.10 --- ---
JPMorgan Diversified L 0.34 10.73 2.69 11.21 5.96 9.06
AMG Managers Montag & Caldwell Balancd N 0.81 10.73 3.19 5.88 5.49 6.80
American Funds Balanced Portfolio 529F1 0.49 10.72 2.65 10.08 6.51 9.14
RiverNorth Core Opportunity I 0.08 10.68 2.23 11.47 5.50 ---
Columbia Capital Allocation Mod Agrsv C 0.63 10.68 2.77 11.07 5.70 7.91
Catalyst/SMH Total Return Income C 0.33 10.63 3.61 18.18 -2.66 1.56
American Funds Balanced Portfolio R4 0.49 10.58 2.61 9.85 6.33 8.96
American Funds Balanced Portfolio A 0.49 10.58 2.61 9.87 6.35 9.00
JPMorgan Diversified I 0.34 10.57 2.67 10.98 5.71 8.81
American Funds Balanced Portfolio F1 0.49 10.56 2.60 9.79 6.30 8.94
American Funds Balanced Portfolio 529A 0.49 10.55 2.59 9.77 6.29 8.92
RiverNorth Core Opportunity R 0.08 10.54 2.25 11.28 5.26 8.00
TIAA-CREF Lifestyle Moderate Instl 0.51 10.50 2.45 10.99 6.19 8.74
Savos Dynamic Hedging 0.64 10.49 3.36 10.60 --- ---
TIAA-CREF Lifestyle Moderate Advisor 0.51 10.48 2.44 10.86 --- ---
Janus Henderson Balanced N 0.69 10.46 3.73 12.72 6.38 9.31
TIAA-CREF Managed Allc Inst 0.48 10.43 2.52 11.06 6.30 8.78
Janus Henderson Balanced Instl 0.67 10.43 3.69 12.68 6.28 9.31
American Funds Balanced Portfolio 529E 0.49 10.42 2.55 9.52 6.03 8.64
TIAA-CREF Lifestyle Moderate Premier 0.51 10.41 2.43 10.83 6.09 8.62
Janus Henderson Balanced I 0.69 10.41 3.71 12.67 6.29 9.23
InvestEd Balanced 0.68 10.41 2.33 10.01 4.86 7.81
Janus Henderson Balanced D 0.69 10.38 3.70 12.60 6.22 9.15
TIAA-CREF Lifestyle Moderate Retirement 0.51 10.37 2.39 10.73 5.96 8.49
American Funds Balanced Portfolio R3 0.49 10.37 2.54 9.54 6.01 8.63
JPMorgan Diversified A 0.34 10.36 2.57 10.71 5.44 8.53
Fidelity Advisor® Balanced Z 0.42 10.36 2.58 11.53 7.43 ---
VY® T. Rowe Price Capital Apprec R6 0.26 10.35 2.43 10.50 --- ---
Fidelity® Balanced K 0.42 10.35 2.58 11.44 7.38 10.13
Fidelity Asset Manager® 60% 0.66 10.35 2.51 10.59 5.76 8.38
T. Rowe Price Capital Appreciation I 0.31 10.34 2.44 10.58 --- ---
VY® T. Rowe Price Capital Apprec I 0.26 10.31 2.43 10.51 9.87 12.45
Janus Henderson Balanced T 0.69 10.31 3.68 12.47 6.12 9.04
TIAA-CREF Managed Allc R 0.56 10.30 2.46 10.80 6.07 8.51
Fidelity® Balanced 0.42 10.30 2.56 11.33 7.26 10.02
American Funds Balanced Portfolio R2E 0.42 10.30 2.54 9.34 --- ---
Fidelity Advisor® Balanced I 0.42 10.29 2.55 11.39 7.29 9.95
TIAA-CREF Lifestyle Moderate Retail 0.51 10.28 2.39 10.63 5.91 8.44
T. Rowe Price Capital Appreciation 0.28 10.27 2.41 10.43 9.81 12.36
Roumell Opportunistic Value C -2.92 10.26 -1.48 15.16 -1.77 ---
Fidelity Advisor Asset Manager® 60% I 0.66 10.25 2.42 10.57 5.72 8.32
JHFunds2 Capital Appreciation Value NAV 0.25 10.23 2.44 10.25 9.68 12.22
Janus Henderson Balanced A 0.66 10.21 3.65 12.31 5.99 8.92
TIAA-CREF Managed Allc Retail 0.48 10.17 2.45 10.75 6.05 8.50
VY® T. Rowe Price Capital Apprec S 0.26 10.15 2.36 10.24 9.60 12.18
Virtus Herzfeld I -0.58 10.14 1.75 12.39 6.32 ---
Janus Henderson Balanced S 0.66 10.12 3.62 12.19 5.85 8.77
Transamerica Asset Allocation Mod Gr I 0.29 10.09 2.27 10.83 6.24 9.12
Fidelity Advisor® Balanced A 0.38 10.07 2.44 11.03 7.00 9.66
VY® T. Rowe Price Capital Apprec S2 0.26 10.06 2.34 10.06 9.43 12.01
T. Rowe Price Capital Appreciation Adv 0.28 10.06 2.37 10.14 9.47 12.03
American Funds Balanced Portfolio R1 0.42 10.06 2.42 9.05 5.53 8.14
American Funds Balanced Portfolio 529C 0.42 10.06 2.42 9.00 5.47 8.05
American Funds Balanced Portfolio R2 0.42 10.03 2.45 9.04 5.54 8.15
JPMorgan Diversified C 0.29 10.02 2.45 10.15 4.91 7.98
Franklin Moderate Allocation Advisor 0.25 10.02 2.13 10.42 4.74 7.13
American Funds Balanced Portfolio C 0.42 10.02 2.44 9.01 5.53 8.15
Fidelity Advisor Asset Manager® 60% A 0.58 10.01 2.35 10.18 5.41 8.03
Janus Henderson Balanced R 0.63 9.98 3.57 11.91 5.60 8.50
Fidelity Advisor Asset Manager® 60% M 0.66 9.96 2.36 9.97 5.14 7.75
Virtus Herzfeld A -0.59 9.92 1.70 12.14 6.03 ---
Transamerica Asset Allocation Mod Gr A 0.22 9.91 2.12 10.54 5.98 8.83
Franklin Moderate Allocation A 0.25 9.90 2.07 10.17 4.46 6.84
VY® T. Rowe Price Capital Apprec A 0.20 9.89 2.26 9.82 9.21 11.78
Fidelity Advisor® Balanced M 0.33 9.88 2.40 10.80 6.75 9.40
Oppenheimer Moderate Inv Y 0.25 9.83 2.13 9.16 4.76 7.56
Nuveen Strategy Growth Allocation I 0.00 9.77 2.23 10.65 5.02 8.54
Janus Henderson Balanced C 0.57 9.72 3.44 11.58 5.26 8.14
Franklin Moderate Allocation R 0.25 9.72 2.01 9.89 4.21 6.59
Transamerica Asset Allocation Mod Gr R 0.22 9.63 2.06 10.24 5.68 8.57
Value Line Asset Allocation Instl 0.35 9.62 1.78 8.93 --- ---
JHancock Multimanager Lifestyle Bal R6 0.26 9.62 2.16 10.51 5.06 7.98
JHancock Multimanager Lifestyle Bal 5 0.26 9.62 2.16 10.51 5.06 8.00
JHancock Multimanager Lifestyle Bal R5 0.26 9.61 2.20 10.53 5.00 7.90
JHancock Multimanager Lifestyle Bal 1 0.26 9.60 2.22 10.53 5.04 7.96
Fidelity Advisor Asset Manager® 60% C 0.59 9.60 2.22 9.41 4.63 7.21
Fidelity Advisor® Balanced C 0.34 9.59 2.28 10.24 6.20 8.84
JHancock Multimanager Lifestyle Bal I 0.26 9.57 2.13 10.39 --- ---
MFS Moderate Allocation R4 0.34 9.55 2.42 8.24 5.22 7.65
George Putnam Balanced R6 0.58 9.55 2.13 11.30 7.09 ---
Nuveen Strategy Growth Allocation A 0.00 9.54 2.17 10.44 4.76 8.26
MFS Moderate Allocation I 0.34 9.54 2.38 8.18 5.21 7.65
JHancock Multimanager Lifestyle Bal R4 0.26 9.52 2.15 10.32 4.80 7.70
Oppenheimer Moderate Inv A 0.17 9.50 2.06 8.76 4.51 7.28
George Putnam Balanced R5 0.57 9.50 2.16 11.25 7.01 ---
American Century Strat Allc: Mod R6 0.42 9.49 2.36 9.62 5.51 ---
Virtus Herzfeld C -0.59 9.48 1.51 11.28 5.25 ---
Value Line Asset Allocation Investor 0.32 9.47 1.69 8.65 6.97 9.41
George Putnam Balanced Y 0.58 9.43 2.11 11.17 6.97 9.59
Wilmington Strategic Allc Mod Instl 0.35 9.42 2.43 9.00 4.54 6.40
Nuveen Strategy Growth Allocation R3 0.00 9.42 2.12 10.13 4.51 8.00
American Century One Choice Mod Inv 0.39 9.41 2.29 9.57 5.34 8.02
Elfun Diversified 0.56 9.38 2.46 9.26 4.80 7.52
Transamerica Asset Allocation Mod Gr C 0.14 9.37 1.91 9.70 5.20 8.03
Oppenheimer Moderate Inv R 0.17 9.37 1.99 8.57 4.26 7.00
MFS Moderate Allocation 529A 0.34 9.37 2.35 7.89 4.91 7.35
Calvert Moderate Allocation I 0.37 9.37 2.37 11.74 --- ---
MFS Moderate Allocation R3 0.34 9.35 2.31 7.96 4.95 7.38
JHancock Multimanager Lifestyle Bal A 0.19 9.35 2.05 10.08 4.63 7.54
MFS Moderate Allocation A 0.34 9.34 2.29 7.96 4.95 7.38
Franklin Moderate Allocation C 0.13 9.33 1.87 9.35 3.69 6.06
Calvert Moderate Allocation Y 0.37 9.32 2.37 11.64 --- ---
BNY Mellon Asset Allocation M 0.25 9.32 2.49 10.81 4.98 7.62
Wells Fargo Growth Balanced Admin 0.20 9.31 2.35 10.07 6.35 9.83
UBS US Allocation P -0.27 9.31 1.88 10.63 7.00 10.13
Wilmington Strategic Allc Mod A 0.35 9.29 2.37 8.74 4.27 6.12
JHancock Multimanager Lifestyle Bal R2 0.19 9.27 2.03 10.02 4.51 7.42
Transamerica Asset Allocation Mod Gr B 0.14 9.26 1.94 9.57 5.09 7.96
Schwab Balanced 0.40 9.26 2.65 10.59 6.65 8.72
USAA Cornerstone Moderately Agrsv 0.38 9.25 2.07 8.30 2.82 5.92
State Street Instl Strategic Invmt Inv 0.31 9.25 2.16 9.07 4.79 7.50
American Century Strat Allc: Mod I 0.28 9.25 2.18 9.46 5.35 7.93
Sentinel Balanced I 0.71 9.23 2.75 10.95 6.58 9.00
MFS Moderate Allocation R2 0.35 9.22 2.28 7.66 4.70 7.11
George Putnam Balanced A 0.53 9.21 1.99 10.87 6.69 9.31
PNC Balanced Allocation I 0.58 9.17 2.49 8.57 4.94 7.58
JHancock Multimanager Lifestyle Bal R3 0.19 9.16 2.05 9.83 4.36 7.26
Wells Fargo Growth Balanced A 0.18 9.14 2.28 9.80 6.08 9.55
Vanguard LifeStrategy Moderate Gr Inv 0.54 9.14 2.40 9.03 5.71 8.12
Calvert Moderate Allocation A 0.37 9.14 2.26 11.36 6.01 8.62
American Century Strat Allc: Mod Inv 0.28 9.14 2.13 9.24 5.13 7.71
Oppenheimer Moderate Inv C 0.17 9.13 1.93 8.06 3.74 6.47
JHancock Multimanager Lifestyle Bal R1 0.19 9.13 2.04 9.75 4.26 7.15
UBS US Allocation A -0.30 9.12 1.81 10.32 6.71 9.83
BNY Mellon Asset Allocation Inv 0.23 9.10 2.48 10.58 4.76 7.37
Sterling Capital Strategic Allc Bal I 0.77 9.09 2.91 10.49 4.75 7.44
Nuveen Strategy Growth Allocation C -0.08 9.09 1.98 9.64 3.99 7.45
George Putnam Balanced R 0.53 9.09 2.00 10.64 6.43 9.05
Columbia Balanced Y 0.49 9.08 2.48 9.34 7.26 ---
American Century One Choice Mod R 0.33 9.07 2.09 8.95 --- ---
Alger Balanced I-2 0.24 9.07 2.14 11.90 7.63 8.90
Bruce 1.18 9.06 5.24 5.71 5.23 10.31
State Street Instl Strategic Invmt Svc 0.32 9.05 2.10 8.79 4.54 7.24
PNC Balanced Allocation T 0.57 9.05 2.44 8.34 --- ---
Columbia Balanced R5 0.47 9.05 2.46 9.28 7.20 10.35
American Century Strat Allc: Mod A 0.28 9.04 2.07 8.83 4.85 7.44
Sentinel Balanced A 0.71 9.02 2.67 10.70 6.35 8.75
Columbia Balanced Z 0.50 9.02 2.44 9.23 7.12 10.24
Columbia Balanced R4 0.47 9.02 2.45 9.23 7.11 ---
Oppenheimer Moderate Inv B 0.09 9.00 1.82 8.03 3.70 6.44
American Funds American Balanced R6 0.83 9.00 2.83 10.78 8.02 10.73
PNC Balanced Allocation A 0.57 8.98 2.42 8.23 4.67 7.29
American Funds American Balanced R5 0.83 8.97 2.81 10.71 7.98 10.69
Eventide Multi-Asset Income I -0.24 8.96 2.53 7.73 --- ---
Wells Fargo WealthBuilder Gr Bal C -0.07 8.95 2.04 9.62 4.56 7.24
BMO Balanced Allocation R6 0.31 8.95 2.12 10.04 5.12 ---
Prudential Moderate Allocation Z 0.34 8.94 2.48 10.97 4.89 7.85
Sterling Capital Strategic Allc Bal A 0.78 8.93 2.78 10.30 4.46 7.16
Principal SAM Balanced Inst 0.51 8.91 2.38 9.40 5.49 8.30
George Putnam Balanced M 0.48 8.91 1.90 10.32 6.17 8.77
American Funds American Balanced R5E 0.79 8.91 2.76 10.60 --- ---
American Funds American Balanced F2 0.79 8.91 2.76 10.63 7.91 10.61
American Funds American Balanced 529F 0.83 8.91 2.76 10.60 7.86 10.55
Voya Retirement Moderate Growth Port I 0.33 8.90 2.27 9.26 5.24 8.03
MFS Moderate Allocation B 0.29 8.87 2.13 7.17 4.18 6.58
Fidelity Managed Retirement 2025 0.52 8.87 2.11 10.24 5.77 8.76
Fidelity Advisor Managed Retiremt 2025 I 0.52 8.87 2.11 10.24 5.77 8.76
Columbia Balanced K 0.45 8.87 2.38 9.00 6.93 10.06
MFS Moderate Allocation C 0.29 8.86 2.14 7.15 4.18 6.59
Principal SAM Balanced J 0.51 8.84 2.31 9.23 5.26 8.02
JHancock Multimanager Lifestyle Bal C 0.13 8.84 1.87 9.32 3.89 6.76
JHancock Multimanager Lifestyle Bal B 0.19 8.84 1.87 9.33 3.88 6.75
Eventide Multi-Asset Income N -0.26 8.84 2.48 7.55 --- ---
Columbia Balanced A 0.45 8.84 2.38 8.94 6.84 9.96
BMO Balanced Allocation I 0.31 8.83 2.02 9.87 4.95 ---
American Century Strat Allc: Mod R 0.28 8.83 2.01 8.63 4.61 7.18
MFS Moderate Allocation 529C 0.29 8.82 2.16 7.11 4.15 6.54
MFS Moderate Allocation 529B 0.29 8.81 2.14 7.14 4.13 6.53
Hartford Checks and Balances R5 -0.10 8.81 2.26 11.25 6.44 10.34
Eventide Multi-Asset Income A -0.26 8.81 2.47 7.49 --- ---
Principal SAM Balanced R5 0.51 8.79 2.32 9.16 5.23 8.02
MFS Moderate Allocation R1 0.24 8.79 2.13 7.12 4.16 6.57
George Putnam Balanced B 0.48 8.79 1.88 10.06 5.89 8.51
AMG Chicago Equity Partners Balanced Z 0.18 8.78 2.19 9.48 6.42 8.78
George Putnam Balanced C 0.48 8.77 1.88 10.09 5.91 8.51
American Funds American Balanced A 0.79 8.77 2.72 10.41 7.71 10.39
American Funds American Balanced R4 0.76 8.75 2.71 10.34 7.66 10.35
Voya Solution Balanced Port R6 0.10 8.74 1.90 10.03 --- ---
Principal SAM Balanced A 0.50 8.74 2.33 9.11 5.15 7.93
American Funds American Balanced 529A 0.79 8.74 2.70 10.35 7.61 10.30
American Funds American Balanced F1 0.79 8.73 2.70 10.34 7.63 10.33
Prudential Moderate Allocation A 0.27 8.72 2.34 10.64 4.60 7.58
Principal SAM Balanced R4 0.44 8.72 2.29 9.00 5.09 7.89
1919 Socially Responsive Balanced I 0.97 8.72 2.52 9.75 5.23 8.07
Fidelity Advisor Managed Retiremt 2025 A 0.50 8.71 2.06 9.98 5.51 8.48
BMO Balanced Allocation Y 0.31 8.71 2.02 9.64 4.69 ---
EValuator Moderate RMS Service 0.18 8.70 2.65 9.21 --- ---
Columbia Balanced R 0.42 8.68 2.32 8.68 6.58 9.70
Hartford Balanced R5 -0.17 8.67 2.02 8.56 6.13 9.26
Voya Retirement Moderate Growth Port A 0.33 8.65 2.14 8.83 4.84 7.61
AMG Chicago Equity Partners Balanced I 0.18 8.65 2.17 9.30 6.31 ---
Wells Fargo Growth Balanced C 0.13 8.64 2.10 8.99 5.29 8.74
USAA Cornerstone Moderate 0.46 8.63 2.02 7.56 2.84 5.59
Fidelity Simplicity RMD 2020 0.50 8.63 2.09 9.98 5.67 8.50
Voya Solution Balanced Port I 0.20 8.62 1.90 10.03 5.52 8.11
Prudential Moderate Allocation R 0.27 8.62 2.36 10.43 4.29 7.25
Madison Moderate Allocation A 0.51 8.62 2.33 8.77 5.24 7.51
Fidelity Advisor Simplicity RMD 2020 I 0.49 8.62 2.08 9.96 5.66 8.50
Voya Balanced Port I -0.06 8.61 1.61 10.46 5.18 8.12
Hartford Balanced Y -0.21 8.61 1.99 8.54 6.18 9.32
UBS US Allocation C -0.37 8.60 1.61 9.49 5.92 9.00
MassMutual Premier Balanced I 0.16 8.59 2.77 11.14 6.20 ---
Hartford Checks and Balances I -0.20 8.59 2.16 11.11 6.37 10.29
Hartford Checks and Balances A -0.20 8.59 2.11 10.99 6.14 10.05
Calvert Moderate Allocation C 0.28 8.59 2.09 10.45 5.20 7.80
AMG Chicago Equity Partners Balanced N 0.18 8.58 2.15 9.22 6.14 8.51
American Funds American Balanced 529E 0.80 8.58 2.68 10.10 7.36 10.04
American Century Strat Allc: Mod C 0.28 8.58 1.89 8.12 4.10 6.62
Voya Solution Balanced Port S 0.17 8.57 1.91 9.77 5.27 7.86
Principal SAM Balanced R3 0.44 8.56 2.24 8.80 4.89 7.67
PNC Balanced Allocation C 0.51 8.56 2.22 7.50 3.95 6.54
Fidelity Advisor Managed Retiremt 2025 M 0.47 8.54 1.98 9.70 5.24 8.21
American Funds American Balanced R3 0.76 8.54 2.64 10.04 7.33 10.02
Putnam Dynamic Asset Allocation Bal R6 0.53 8.53 2.39 10.92 6.75 9.73
Hartford Balanced I -0.22 8.53 1.98 8.41 --- ---
Hartford Balanced HLS IA -0.17 8.52 2.37 8.13 6.14 9.37
MassMutual Premier Balanced R5 0.16 8.50 2.77 11.03 6.07 8.66
1919 Socially Responsive Balanced A 0.91 8.50 2.45 9.45 4.97 7.77
Sentinel Balanced C 0.61 8.48 2.46 9.79 5.53 7.91
Hartford Checks and Balances R4 -0.20 8.47 2.09 10.85 6.08 9.99
Fidelity Advisor Simplicity RMD 2020 A 0.49 8.47 2.04 9.71 5.41 8.23
BMO Balanced Allocation R3 0.31 8.47 2.02 9.42 4.44 ---
BlackRock Balanced Capital Instl 0.42 8.47 1.49 12.51 7.53 10.35
MassMutual RetireSMART Mod I 0.50 8.46 2.22 9.02 4.19 ---
BlackRock 60/40 Target Allocation K 0.31 8.46 1.97 9.28 --- ---
Putnam Dynamic Asset Allocation Bal R5 0.46 8.45 2.33 10.78 6.63 9.60
MassMutual Premier Balanced Svc 0.16 8.45 2.64 10.88 5.95 8.50
Voya Solution Balanced Port S2 0.13 8.43 1.77 9.51 5.07 7.69
American Funds American Balanced R2E 0.76 8.43 2.61 9.89 --- ---
Sterling Capital Strategic Allc Bal C 0.70 8.42 2.64 9.41 3.69 6.37
Principal SAM Balanced R2 0.44 8.42 2.14 8.57 4.69 7.49
Sextant Core 0.49 8.41 2.06 5.93 2.89 5.16
Putnam Dynamic Asset Allocation Bal Y 0.53 8.41 2.37 10.86 6.62 9.61
EValuator Moderate RMS R4 0.09 8.41 2.47 8.85 --- ---
Hartford Balanced R4 -0.22 8.40 1.95 8.19 5.79 8.92
Hartford Balanced A -0.22 8.39 1.93 8.15 5.76 8.87
Eventide Multi-Asset Income C -0.23 8.39 2.30 6.76 --- ---
Voya Balanced Port S -0.06 8.37 1.55 10.23 4.89 7.86
BlackRock 60/40 Target Allocation Instl 0.23 8.37 1.97 9.27 5.60 9.51
Columbia Balanced C 0.40 8.36 2.20 8.14 6.05 9.15
Pacific Funds Port Optim Mod Adv 0.21 8.35 2.07 9.85 5.09 ---
MassMutual RetireSMART Moderate R5 0.40 8.35 2.12 8.93 4.10 6.89
Principal SAM Balanced R1 0.44 8.33 2.16 8.48 4.58 7.36
Hartford Balanced HLS IB -0.20 8.33 2.31 7.85 5.88 9.10
Voya Solution Balanced Port A 0.14 8.32 1.81 9.41 4.99 7.60
Fidelity Advisor Managed Retiremt 2020 I 0.52 8.32 2.00 9.66 5.55 8.27
MassMutual RetireSMART Moderate Svc 0.39 8.31 2.21 8.83 4.00 6.81
Fidelity Managed Retirement 2020 0.51 8.31 1.99 9.64 5.55 8.27
Voya Strategic Allocation Mod Port I 0.14 8.30 1.82 9.46 5.25 8.19
MassMutual Premier Balanced R4 0.17 8.29 2.68 10.66 5.70 ---
MassMutual Premier Balanced Adm 0.16 8.29 2.59 10.68 5.84 8.37
Fidelity Advisor Simplicity RMD 2020 M 0.46 8.29 1.96 9.42 5.14 7.96
American Funds American Balanced C 0.72 8.28 2.53 9.58 6.86 9.52
BlackRock Balanced Capital Inv A 0.37 8.27 1.44 12.19 7.22 10.03
American Funds Retire Inc Port-Enh R6 0.44 8.27 2.25 8.29 --- ---
American Funds American Balanced R2 0.72 8.27 2.54 9.57 6.89 9.57
American Funds American Balanced R1 0.72 8.26 2.53 9.57 6.85 9.53
Prudential Moderate Allocation C 0.27 8.25 2.23 9.87 3.83 6.78
American Funds Retire Inc Port-Enh R5E 0.44 8.25 2.26 8.15 --- ---
Principal SAM Balanced C 0.44 8.24 2.12 8.21 4.36 7.14
MassMutual Premier Balanced A 0.17 8.24 2.57 10.48 5.59 8.13
JHancock Multi-Index Lifestyle Bal R6 0.35 8.24 2.19 9.11 5.39 ---
Transamerica Multi-Managed Balanced R6 0.62 8.23 2.29 9.80 --- ---
Hartford Balanced R3 -0.22 8.23 1.88 7.90 5.49 8.62
MassMutual RetireSMART Moderate Admin 0.30 8.22 2.11 8.66 3.88 6.70
JHancock Multi-Index Lifestyle Bal 1 0.35 8.22 2.18 9.07 5.33 ---
American Funds Retire Inc Port-Enh F2 0.53 8.22 2.32 8.29 --- ---
American Funds American Balanced 529C 0.72 8.22 2.51 9.53 6.78 9.45
Putnam Dynamic Asset Allocation Bal A 0.46 8.21 2.24 10.54 6.35 9.32
Hartford Checks and Balances R3 -0.30 8.21 2.02 10.43 5.73 9.64
Fidelity Advisor Managed Retiremt 2025 C 0.43 8.21 1.86 9.15 4.72 7.67
American Funds Retire Inc Port-Enh R2E 0.44 8.21 2.24 8.18 --- ---
State Farm Equity & Bond Instl 0.59 8.20 2.65 9.62 6.89 9.38
American Funds Retire Inc Port-Enh R5 0.44 8.20 2.23 8.12 --- ---
Transamerica Partners Instl Balanced 0.63 8.19 2.34 9.90 6.92 9.35
State Farm Equity & Bond R3 0.60 8.18 2.65 9.57 6.81 9.29
Delaware Foundation Moderate Allc I 0.27 8.18 2.03 8.49 4.22 7.03
Transamerica Multi-Mgd Balanced I 0.62 8.17 2.30 9.73 6.76 9.14
Prudential Moderate Allocation B 0.20 8.17 2.23 9.79 3.83 6.77
State Farm Equity & Bond Premier 0.58 8.16 2.65 9.52 6.66 9.13
Voya Strategic Allocation Mod Port S 0.14 8.15 1.75 9.15 4.99 7.90
State Farm Equity & Bond A 0.59 8.15 2.68 9.43 6.67 9.10
Pioneer Solutions Balanced Y 0.33 8.15 1.60 7.13 2.81 6.36
MassMutual RetireSMART Mod R4 0.40 8.15 2.13 8.54 3.73 ---
BlackRock 60/40 Target Allocation Inv A 0.24 8.15 1.92 8.90 5.23 9.11
MainStay Moderate Allocation I -0.07 8.14 1.69 9.62 4.60 8.12
Fidelity Advisor Managed Retiremt 2020 A 0.48 8.14 1.93 9.39 5.28 8.00
Pacific Funds Port Optim Mod A 0.21 8.13 2.01 9.58 4.83 6.87
Franklin NextStep Moderate Advisor 0.59 8.13 2.51 8.02 --- ---
Centaur Total Return 1.71 8.12 3.71 12.39 5.70 8.94
American Funds Retire Inc Port-Enh R4 0.44 8.12 2.17 7.97 --- ---
State Farm Equity & Bond R2 0.60 8.11 2.67 9.33 6.53 9.00
Madison Moderate Allocation B 0.43 8.11 2.09 7.93 4.43 6.69
Stringer Moderate Growth Institutional 0.29 8.10 1.96 7.43 --- ---
Madison Moderate Allocation C 0.43 8.10 2.09 7.92 4.46 6.70
MassMutual RetireSMART Moderate A 0.40 8.09 2.11 8.41 3.64 6.43
Ladenburg Growth & Income I 0.21 8.09 2.06 8.93 --- ---
QS Conservative Growth I 0.34 8.08 2.37 8.82 4.66 ---
Putnam Dynamic Asset Allocation Bal R 0.47 8.08 2.20 10.24 6.08 9.04
Tributary Balanced Instl Plus 0.06 8.04 1.36 7.68 5.36 8.34
MassMutual Premier Balanced R3 0.08 8.04 2.51 10.26 5.43 ---
Franklin NextStep Moderate A 0.60 8.04 2.43 7.71 --- ---
Transamerica Multi-Mgd Balanced A 0.59 8.03 2.22 9.48 6.49 8.81
MainStay Moderate Allocation A -0.07 8.03 1.70 9.33 4.34 7.85
Hartford Checks and Balances C -0.30 8.03 1.93 10.02 5.33 9.23
BlackRock Balanced Capital R 0.37 8.03 1.35 11.86 6.85 9.65
American Funds Retire Inc Port-Enh A 0.44 8.03 2.18 7.99 --- ---
SA Worldwide Moderate Growth 0.28 8.02 2.25 11.91 --- ---
Deutsche Multi-Asset Moderate Allc S 0.41 8.02 1.97 9.78 3.56 7.44
American Funds Retire Inc Port-Enh F1 0.44 8.01 2.17 7.93 --- ---
BlackRock 60/40 Target Allocation R 0.16 8.00 1.76 8.63 5.04 8.92
1919 Socially Responsive Balanced C 0.85 8.00 2.29 8.64 4.20 7.01
Fidelity Advisor Simplicity RMD 2015 I 0.51 7.99 1.88 9.33 5.46 8.11
American Century Balanced I 0.43 7.99 2.41 8.74 5.43 8.21
State Farm Equity & Bond R1 0.51 7.98 2.62 9.10 6.33 8.77
Pioneer Solutions Balanced A 0.34 7.98 1.53 6.84 2.53 6.07
Pioneer Classic Balanced K 0.21 7.98 1.89 9.46 --- ---
Ladenburg Growth & Income A 0.29 7.98 2.00 8.92 --- ---
Fidelity Simplicity RMD 2015 0.51 7.98 1.87 9.31 5.42 8.07
Fidelity Advisor Managed Retiremt 2020 M 0.47 7.98 1.86 9.11 5.02 7.73
State Farm Equity & Bond B 0.59 7.97 2.69 8.96 5.99 8.45
Delaware Foundation Moderate Allc A 0.27 7.97 1.97 8.24 3.98 6.80
Hartford Balanced C -0.26 7.96 1.79 7.45 5.02 8.11
Fidelity Advisor Simplicity RMD 2020 C 0.41 7.96 1.83 8.88 4.62 7.42
State Farm Equity & Bond B Legacy 0.58 7.95 2.64 9.07 6.25 8.69
QS Conservative Growth A 0.34 7.95 2.37 8.52 4.39 7.10
Transamerica Partners Balanced 0.60 7.94 2.28 9.45 6.54 8.96
MassMutual RetireSMART Mod R3 0.30 7.94 2.03 8.22 3.47 ---
Pioneer Classic Balanced Y 0.31 7.92 1.98 9.47 5.45 8.98
Pacific Funds Port Optim Mod R 0.14 7.91 1.94 9.23 4.54 6.60
JPMorgan Investor Balanced I 0.26 7.91 1.84 9.66 5.22 7.49
Tributary Balanced Instl 0.00 7.90 1.34 7.49 5.16 8.13
Stringer Moderate Growth A 0.19 7.90 1.86 7.14 --- ---
Putnam Dynamic Asset Allocation Bal M 0.40 7.90 2.19 10.03 5.83 8.78
Deutsche Multi-Asset Moderate Allc A 0.41 7.90 1.87 9.49 3.31 7.18
American Century Balanced Inv 0.43 7.90 2.41 8.53 5.23 7.99
Columbia Flexible Capital Income Z 0.40 7.89 2.59 13.28 5.84 8.89
AIG Active Allocation A 0.18 7.89 2.31 9.02 4.84 7.33
Hartford Checks and Balances B -0.29 7.88 1.81 9.96 5.25 9.14
Vanguard Managed Payout Investor 0.58 7.87 2.40 8.17 4.91 7.64
Nationwide Inv Dest Mod R6 0.29 7.87 1.94 9.40 5.03 7.56
MainStay Moderate Allocation Inv -0.07 7.87 1.63 9.15 4.17 7.66
Delaware Foundation Moderate Allc R 0.27 7.87 1.92 7.91 3.69 6.50
American Funds Retire Inc Port-Enh R3 0.44 7.86 2.09 7.62 --- ---
1919 Socially Responsive Balanced B 0.87 7.86 2.31 8.20 4.02 6.70
Nationwide Inv Dest Mod Instl Svc 0.29 7.85 1.93 9.44 4.94 ---
Columbia Flexible Capital Income R5 0.39 7.85 2.50 13.24 5.90 ---
Pioneer Solutions Balanced R 0.34 7.83 1.54 6.69 --- ---
New Century Balanced 0.00 7.83 1.82 9.50 3.64 6.99
Fidelity Advisor Simplicity RMD 2015 A 0.50 7.83 1.82 9.05 5.16 7.80
Columbia Flexible Capital Income R4 0.31 7.83 2.49 13.18 5.80 ---
Hartford Balanced B -0.26 7.81 1.74 7.19 4.83 7.93
Green Century Balanced -0.35 7.81 2.10 7.87 5.48 8.95
Invesco Moderate Allocation R5 0.60 7.80 2.16 9.27 3.70 6.27
American Funds College 2027 529F1 0.63 7.80 2.25 7.30 4.67 ---
MainStay Moderate Allocation R3 -0.07 7.79 1.63 8.98 --- ---
Invesco Moderate Allocation Y 0.60 7.79 2.15 9.23 3.74 6.28
Columbia Flexible Capital Income T 0.40 7.76 2.53 13.01 5.57 8.61
Columbia Flexible Capital Income A 0.40 7.76 2.45 13.01 5.58 8.62
BlackRock Balanced Capital Inv C 0.31 7.76 1.25 11.37 6.41 9.20
AB All Market Total Return I 0.28 7.76 1.53 8.11 3.88 7.06
Putnam Dynamic Asset Allocation Bal C 0.34 7.75 2.05 9.66 5.54 8.50
Pioneer Classic Balanced R 0.31 7.75 1.89 8.99 --- ---
Pioneer Classic Balanced A 0.21 7.75 1.78 9.16 5.21 8.68
GuideStone Funds Defensv Mkt Strats Inst 0.71 7.75 2.33 10.12 8.63 10.39
Eaton Vance Balanced I 0.19 7.75 2.38 7.24 6.04 ---
Nuveen Strategy Balanced Allc I 0.38 7.74 2.04 7.59 3.94 7.04
AB All Market Total Return Advisor 0.21 7.74 1.53 8.11 3.89 7.08
American Funds Retire Inc Port-Enh R2 0.35 7.73 2.07 7.42 --- ---
American Funds Retire Inc Port-Enh R1 0.44 7.73 2.08 7.50 --- ---
Fidelity Managed Retirement 2015 0.52 7.72 1.83 9.03 5.32 7.89
JPMorgan Investor Balanced A 0.26 7.71 1.77 9.33 4.96 7.24
Great-West Moderate Profile Instl 0.00 7.71 1.85 9.74 --- ---
Fidelity Advisor Managed Retiremt 2015 I 0.52 7.71 1.82 9.01 5.32 7.89
BlackRock 60/40 Target Allocation Inv C 0.16 7.71 1.72 8.06 4.48 8.32
Putnam Dynamic Asset Allocation Bal B 0.33 7.70 2.06 9.70 5.55 8.50
QS Conservative Growth R 0.34 7.69 2.27 8.17 4.07 ---
Vanguard Balanced Index Adm 0.36 7.67 2.34 9.02 6.97 9.29
Praxis Genesis Balanced A 0.19 7.66 2.01 8.16 4.57 7.09
Invesco Moderate Allocation A 0.60 7.66 2.09 8.97 3.48 6.02
Eaton Vance Balanced R6 0.19 7.66 2.40 7.31 --- ---
Nationwide Inv Dest Mod A 0.29 7.65 1.85 9.10 4.65 7.20
Fidelity Advisor Simplicity RMD 2015 M 0.45 7.65 1.75 8.76 4.90 7.53
Vanguard Balanced Index I 0.36 7.64 2.31 9.02 6.98 9.30
Invesco Moderate Allocation S 0.53 7.63 2.12 9.00 3.58 6.11
Fidelity Advisor Managed Retiremt 2020 C 0.42 7.63 1.75 8.57 4.50 7.19
DFA Global Allocation 60/40 I 0.12 7.63 2.07 9.61 4.64 7.78
American Funds Retire Inc Port-Enh C 0.35 7.63 2.02 7.23 --- ---
AB All Market Total Return A 0.28 7.63 1.47 7.88 3.63 6.80
Osterweis Strategic Investment -0.07 7.61 1.60 11.28 3.58 8.77
Pacific Funds Port Optim Mod C 0.14 7.60 1.82 8.77 4.05 6.12
Pacific Funds Port Optim Mod B 0.14 7.59 1.81 8.76 4.04 6.11
Nuveen Strategy Balanced Allc A 0.28 7.59 1.97 7.31 3.67 6.78
New Covenant Balanced Growth 0.45 7.59 2.33 8.40 5.14 7.57
Vanguard Balanced Index Inv 0.36 7.57 2.28 8.89 6.83 9.14
American Funds College 2027 529A 0.56 7.57 2.10 7.04 4.45 ---
QS Dynamic Multi-Strategy I 0.26 7.55 2.47 6.16 0.32 ---
Fidelity Advisor Managed Retiremt 2015 A 0.50 7.55 1.77 8.75 5.06 7.62
Nationwide Inv Dest Mod Svc 0.29 7.54 1.84 9.09 4.60 7.15
Invesco Moderate Allocation R 0.60 7.54 2.11 8.71 3.25 5.76
Columbia Flexible Capital Income R 0.40 7.54 2.38 12.74 5.29 8.32
GuideStone Funds Defensv Mkt Strats Inv 0.71 7.53 2.29 9.76 8.34 10.12
Frost Moderate Allocation Instl 0.37 7.53 1.44 7.31 3.94 6.76
DFA Global Allocation 60/40 R2 0.17 7.53 2.05 9.32 4.42 7.53
Westwood Worldwide Income Opp Instl 0.70 7.51 2.40 5.65 --- ---
Pax Balanced Institutional 0.09 7.51 1.92 7.73 5.48 8.15
Eaton Vance Balanced A 0.19 7.50 2.32 6.98 5.79 9.28
AB All Market Total Return K 0.21 7.50 1.40 7.67 3.50 6.69
Vanguard Wellington™ Admiral™ 0.31 7.49 2.26 10.86 7.38 10.15
Great-West SecureFoundation® Bal ETF A 0.07 7.49 1.88 8.72 5.71 8.01
Transamerica Multi-Mgd Balanced C 0.53 7.47 2.03 8.61 5.72 8.08
Pioneer Solutions Balanced C 0.27 7.47 1.39 6.15 1.83 5.35
Nationwide Inv Dest Mod R 0.30 7.47 1.82 8.80 4.37 6.87
Delaware Foundation Moderate Allc C 0.18 7.47 1.77 7.43 3.18 5.97
Nuveen Strategy Balanced Allc R3 0.29 7.45 1.93 7.15 3.43 6.50
AIG Active Allocation B 0.18 7.45 2.17 8.30 4.17 6.62
American Funds College 2027 529E 0.56 7.44 2.11 6.76 4.18 ---
Vanguard Wellington™ Inv 0.31 7.43 2.25 10.76 7.29 10.06
Fidelity Advisor Managed Retiremt 2015 M 0.48 7.43 1.70 8.49 4.79 7.35
Prudential Balanced Z 0.38 7.42 2.26 9.10 6.58 9.48
Franklin NextStep Moderate C 0.43 7.42 2.18 6.87 --- ---
Stringer Moderate Growth C 0.19 7.41 1.68 6.38 --- ---
Great-West Moderate Profile Inv 0.00 7.41 1.70 9.34 5.63 8.22
AIG Active Allocation C 0.12 7.41 2.14 8.28 4.18 6.65
Thrivent Moderate Allocation S 0.22 7.40 1.88 9.53 5.57 8.00
QS Conservative Growth C 0.26 7.40 2.16 7.71 3.62 6.33
MainStay Moderate Allocation C -0.15 7.39 1.43 8.36 3.39 6.86
MainStay Moderate Allocation B -0.22 7.39 1.43 8.27 3.39 6.86
AT Income Opportunities Institutional 0.74 7.39 2.21 9.40 6.06 ---
Pax Balanced Individual Investor 0.09 7.37 1.85 7.40 5.21 7.88
Frost Moderate Allocation Investor 0.30 7.37 1.36 7.06 3.65 6.47
QS Dynamic Multi-Strategy A 0.26 7.36 2.46 5.97 0.04 5.26
Ladenburg Growth & Income C 0.09 7.36 1.66 8.09 --- ---
Deutsche Multi-Asset Moderate Allc C 0.31 7.34 1.77 8.67 2.53 6.39
Fidelity Advisor Simplicity RMD 2015 C 0.42 7.31 1.63 8.22 4.37 6.99
Nuveen Strategy Balanced Allc C 0.29 7.30 1.90 6.71 2.94 6.00
JPMorgan Investor Balanced C 0.20 7.30 1.66 8.70 4.41 6.65
JHancock Balanced R6 0.00 7.30 1.42 9.04 5.55 9.05
JHancock Balanced R5 0.00 7.30 1.41 8.95 5.48 8.97
Fidelity Simplicity RMD 2010 0.51 7.30 1.67 8.56 5.16 7.68
Fidelity Advisor Simplicity RMD 2010 I 0.51 7.29 1.67 8.55 5.16 7.68
Eaton Vance Balanced R 0.19 7.28 2.26 6.61 --- ---
AB All Market Total Return R 0.21 7.28 1.33 7.36 3.19 6.36
Prudential Balanced A 0.39 7.27 2.20 8.77 6.26 9.15
MFS Total Return R6 0.08 7.27 2.49 8.42 6.53 9.30
Transamerica Multi-Mgd Balanced B 0.48 7.26 1.96 8.24 5.41 7.77
Oakmark Equity and Income Institutional -0.09 7.26 2.42 --- --- ---
Oakmark Equity and Income Advisor -0.06 7.26 2.42 --- --- ---
JHancock Balanced I 0.00 7.25 1.40 8.94 5.43 8.93
Pioneer Classic Balanced C 0.10 7.23 1.58 8.32 4.42 7.84
Columbia Flexible Capital Income C 0.24 7.23 2.27 12.06 4.76 7.80
RiverFront Moderate Growth & Income I 0.50 7.22 2.03 8.57 4.59 6.72
Great-West Moderate Profile L -0.09 7.21 1.61 9.10 5.38 7.94
Thrivent Moderate Allocation A 0.15 7.19 1.82 9.25 5.21 7.65
Great-West SecureFoundation® Bal Instl 0.00 7.19 1.85 8.90 --- ---
Pacific Financial Dynamic Allc Instl 0.45 7.18 2.10 7.59 --- ---
Oakmark Equity And Income Investor -0.09 7.17 2.39 13.48 5.28 9.07
MFS Total Return R4 0.02 7.16 2.47 8.32 6.42 9.20
MFS Total Return I 0.07 7.16 2.47 8.34 6.43 9.20
American Funds Income Portfolio R6 0.48 7.16 2.11 7.92 5.46 7.39
Invesco Moderate Allocation C 0.45 7.15 1.91 8.13 2.71 5.22
Invesco Moderate Allocation B 0.45 7.14 1.91 8.13 2.71 5.21
Fidelity Advisor Simplicity RMD 2010 A 0.49 7.14 1.60 8.30 4.90 7.41
AB All Market Total Return B 0.21 7.14 1.25 7.03 2.84 6.01
JHancock Balanced R4 0.00 7.13 1.35 8.72 5.26 8.75
American Funds Retire Inc Port-Mod R6 0.54 7.13 2.07 6.93 --- ---
American Funds Income Portfolio R5 0.48 7.13 2.01 7.86 5.40 7.35
Russell Inv LifePoints Balanced Strat R1 -0.09 7.12 1.10 9.13 4.71 7.06
American Funds Income Portfolio R5E 0.49 7.12 2.07 7.74 --- ---
American Funds College 2027 529C 0.56 7.12 1.96 6.30 3.64 ---
Federated MDT Balanced R6 0.74 7.11 2.42 9.12 4.44 8.64
American Funds Retire Inc Port-Mod R5E 0.54 7.11 2.08 6.78 --- ---
Russell Inv LifePoints Balanced Strat S -0.09 7.10 1.10 9.07 4.65 6.95
JHancock Balanced A 0.00 7.09 1.32 8.60 5.10 8.58
Eaton Vance Balanced C 0.19 7.09 2.12 6.18 5.01 8.47
AB All Market Total Return C 0.14 7.08 1.27 7.03 2.83 6.00
American Funds Retire Inc Port-Mod R2E 0.54 7.07 2.06 6.72 --- ---
MFS Total Return R3 0.05 7.06 2.40 8.05 6.18 8.93
American Funds Retire Inc Port-Mod R5 0.54 7.06 2.04 6.67 --- ---
Wells Fargo Index Asset Allocation Instl 0.38 7.05 2.01 --- --- ---
Fidelity Advisor Managed Retiremt 2015 C 0.43 7.05 1.58 7.93 4.27 6.81
Federated MDT Balanced Instl 0.68 7.04 2.36 9.10 4.76 9.10
Prudential Balanced R 0.32 7.03 2.09 8.48 6.04 8.94
Nationwide Inv Dest Mod C 0.20 7.03 1.65 8.24 3.87 6.42
American Funds Income Portfolio F2 0.48 7.02 2.00 7.81 5.33 7.29
MFS Total Return A 0.00 7.01 2.41 8.01 6.17 8.93
MFS Total Return 529A 0.00 7.01 2.40 7.99 6.12 8.88
Fidelity Advisor Managed Retiremt 2010 I 0.51 7.00 1.63 8.18 4.99 7.44
American Funds Income Portfolio A 0.49 7.00 2.03 7.58 5.13 7.07
American Funds Income Portfolio 529F1 0.49 7.00 1.99 7.66 5.26 7.22
RiverFront Moderate Growth & Income A 0.41 6.99 1.88 8.30 4.30 6.43
JHancock Balanced R2 0.00 6.99 1.30 8.45 5.01 8.58
Fidelity Managed Retirement 2010 0.51 6.99 1.64 8.19 4.99 7.44
American Funds Retire Inc Port-Mod F2 0.54 6.99 2.04 6.73 --- ---
Scharf Balanced Opportunity Instl -0.56 6.97 0.73 4.11 4.62 ---
Russell Inv LifePoints Balanced Strat R4 -0.09 6.97 1.06 8.91 4.44 6.79
Wells Fargo Index Asset Allocation Admin 0.38 6.96 2.00 8.62 7.63 10.79
Great-West SecureFoundation® Bal Inv -0.07 6.95 1.74 8.51 5.59 8.03
Fidelity Advisor Simplicity RMD 2010 M 0.46 6.95 1.54 8.01 4.63 7.14
Eaton Vance Balanced B 0.07 6.95 2.11 6.10 5.00 8.46
Oakmark Equity And Income Service -0.12 6.94 2.31 13.13 4.93 8.72
Federated MDT Balanced A 0.68 6.93 2.31 8.85 4.52 8.84
Russell Inv LifePoints Balanced Strat E -0.09 6.92 1.04 8.76 4.36 6.67
Russell Inv LifePoints Balanced Strat A -0.09 6.92 1.07 8.95 4.47 6.75
Highland Total Return Y -0.57 6.92 1.89 10.04 5.88 7.85
American Funds Retire Inc Port-Mod R4 0.45 6.92 1.91 6.49 --- ---
American Funds Income Portfolio R4 0.49 6.91 2.02 7.57 5.12 7.06
MFS Total Return R2 0.03 6.90 2.33 7.77 5.90 8.67
American Funds Income Portfolio F1 0.49 6.90 1.94 7.53 5.09 7.03
Port Street Institutional Opps Instl -0.09 6.89 1.43 7.21 --- ---
JHancock Balanced R3 -0.05 6.89 1.26 8.38 4.86 8.32
American Funds Retire Inc Port-Mod F1 0.54 6.89 1.99 6.49 --- ---
American Funds Retire Inc Port-Mod A 0.54 6.89 1.99 6.52 --- ---
American Funds Income Portfolio 529A 0.49 6.89 1.93 7.51 5.02 6.97
Thrivent Balanced Income Plus S -0.23 6.88 1.54 7.37 5.06 8.49
LKCM Balanced -0.18 6.88 1.54 9.31 6.64 9.35
Great-West SecureFoundation® Bal Svc -0.07 6.88 1.65 8.44 5.48 7.91
Wells Fargo Index Asset Allocation A 0.35 6.87 1.95 8.46 7.40 10.55
TETON Westwood Balanced I 0.42 6.84 2.53 8.13 6.02 8.35
Loomis Sayles Multi-Asset Income N 0.05 6.84 1.08 8.66 --- ---
Hennessy Equity and Income Institutional 0.74 6.83 2.33 8.33 5.37 7.70
Fidelity Advisor Managed Retiremt 2010 A 0.51 6.83 1.58 7.93 4.74 7.18
QS Dynamic Multi-Strategy C 0.18 6.82 2.17 5.03 -0.73 ---
JHancock Balanced R1 -0.05 6.82 1.23 8.19 4.74 8.21
Loomis Sayles Multi-Asset Income Y 0.04 6.81 1.14 8.60 6.25 ---
Neiman Balanced Allocation A 0.08 6.80 1.89 8.07 3.78 6.36
BlackRock Balanced Capital Inv B 0.20 6.80 0.91 9.94 5.69 8.64
Highland Total Return A -0.58 6.79 1.83 9.78 5.64 7.59
Scharf Balanced Opportunity Retail -0.56 6.78 0.66 3.88 --- ---
Thrivent Balanced Income Plus A -0.23 6.77 1.46 7.10 4.69 8.07
TETON Westwood Balanced AAA 0.42 6.77 2.53 7.89 5.79 8.10
Russell Inv LifePoints Balanced Strat R5 -0.09 6.77 1.04 8.60 4.20 6.54
Prudential Balanced B 0.32 6.77 2.02 8.04 5.52 8.39
Great-West SecureFoundation® Bal L -0.08 6.75 1.62 8.19 5.29 7.74
American Funds Retire Inc Port-Mod R3 0.45 6.75 1.80 6.46 --- ---
Transamerica Asset Alloc Interm Hrzn R4 0.00 6.72 1.38 8.12 4.35 6.79
Prudential Balanced C 0.26 6.70 2.02 7.97 5.50 8.40
American Funds Income Portfolio R3 0.40 6.70 1.87 7.20 4.76 6.71
American Funds Income Portfolio 529E 0.40 6.70 1.88 7.28 4.79 6.72
Fidelity Advisor Managed Retiremt 2010 M 0.47 6.67 1.52 7.65 4.47 6.93
Hennessy Equity and Income Investor 0.70 6.64 2.23 7.90 4.99 7.36
Schwab MarketTrack Balanced 0.00 6.63 1.65 8.46 5.33 7.74
Pacific Financial Dynamic Allc Inv 0.36 6.63 1.93 6.86 --- ---
Fidelity Advisor Simplicity RMD 2010 C 0.42 6.63 1.42 7.49 4.11 6.61
Loomis Sayles Multi-Asset Income A 0.02 6.62 1.07 8.28 5.98 7.27
VALIC Company II Moderate Gr Lifestyle -0.56 6.60 1.29 7.66 4.58 7.61
TETON Westwood Balanced A 0.42 6.60 2.53 7.64 5.52 7.82
American Funds Income Portfolio R2E 0.40 6.59 1.84 7.07 --- ---
ICON Risk-Managed Balanced S -0.32 6.58 1.00 7.87 4.79 6.35
JHancock Balanced B -0.10 6.57 1.15 7.81 4.37 7.81
JHancock Balanced C -0.10 6.56 1.15 7.80 4.37 7.81
MFS Total Return 529C -0.01 6.55 2.24 7.22 5.33 8.07
MFS Total Return B -0.01 6.54 2.21 7.24 5.38 8.12
American Funds Retire Inc Port-Mod R2 0.45 6.52 1.87 6.04 --- ---
MFS Total Return C -0.01 6.51 2.19 7.26 5.38 8.12
MFS Total Return 529B -0.01 6.51 2.19 7.18 5.32 8.07
MFS Total Return R1 -0.06 6.50 2.21 7.20 5.38 8.11
American Funds Income Portfolio C 0.41 6.50 1.85 6.83 4.33 6.27
Cavanal Hill Active Core Institutional 0.29 6.49 1.90 7.11 5.21 7.56
Westwood Income Opportunity Instl -0.06 6.47 1.67 6.90 4.07 6.74
RiverFront Moderate Growth & Income C 0.33 6.47 1.70 7.45 3.54 5.65
American Funds Income Portfolio R1 0.41 6.47 1.78 6.71 4.32 6.26
Madison Diversified Income A 0.92 6.46 2.50 7.21 5.88 7.45
Fidelity Simplicity RMD 2005 0.51 6.46 1.45 7.54 4.74 7.14
Russell Inv LifePoints Balanced Strat C -0.18 6.45 0.89 8.17 3.69 5.95
Fidelity Advisor Simplicity RMD 2005 I 0.51 6.45 1.45 7.54 4.74 7.14
American Funds Retire Inc Port-Mod R1 0.45 6.42 1.83 5.85 --- ---
American Funds Income Portfolio R2 0.41 6.42 1.78 6.68 4.29 6.22
ICON Risk-Managed Balanced A -0.33 6.40 0.96 7.58 4.53 6.11
Federated MDT Balanced C 0.63 6.39 2.10 8.03 3.73 8.01
American Funds Retire Inc Port-Mod C 0.45 6.39 1.74 5.78 --- ---
American Funds Income Portfolio 529C 0.41 6.38 1.75 6.67 4.23 6.17
Westwood Income Opportunity A -0.06 6.34 1.61 6.63 3.83 6.48
Fidelity Advisor Managed Retiremt 2010 C 0.44 6.34 1.40 7.13 3.95 6.38
Wells Fargo Index Asset Allocation C 0.26 6.33 1.75 7.60 6.61 9.71
Cavanal Hill Active Core Investor 0.22 6.29 1.84 6.85 5.03 7.33
Fidelity Advisor Simplicity RMD 2005 A 0.49 6.28 1.39 7.27 4.48 6.87
TETON Westwood Balanced C 0.33 6.27 2.31 7.00 5.00 7.29
Neiman Balanced Allocation C 0.08 6.26 1.67 7.17 3.00 5.55
Highland Total Return C -0.65 6.25 1.66 8.93 4.85 6.79
Cavanal Hill Active Core A 0.22 6.25 1.77 6.72 4.91 7.24
Calvert Balanced I 0.31 6.24 1.93 7.74 5.30 8.12
Loomis Sayles Multi-Asset Income C -0.04 6.20 0.88 7.51 5.20 6.46
Calvert Balanced Y 0.31 6.19 1.93 7.63 5.12 ---
Fidelity Advisor Simplicity RMD 2005 M 0.47 6.14 1.34 7.02 4.22 6.61
USAA Total Return Strategy Institutional 2.03 6.05 1.52 -9.21 -2.76 ---
Madison Diversified Income C 0.85 6.04 2.35 6.43 5.11 6.65
Madison Diversified Income B 0.92 6.03 2.35 6.43 5.11 6.65
Dodge & Cox Balanced -0.18 6.03 1.01 14.46 7.24 11.79
Calvert Balanced A 0.28 6.02 1.87 7.35 4.88 7.65
VY® Franklin Income I 0.18 6.01 0.90 10.61 3.72 7.54
LK Balanced Institutional 1.90 6.01 3.97 9.05 2.09 6.95
Aberdeen Dynamic Allocation Inst 0.00 5.99 1.30 5.96 2.71 5.67
Rational Strategic Allocation Instl -0.10 5.97 1.91 7.12 --- ---
Aberdeen Dynamic Allocation I/S 0.00 5.97 1.35 5.94 2.67 ---
Aberdeen Dynamic Allocation A 0.00 5.86 1.26 5.61 2.41 5.39
VY® Franklin Income S 0.18 5.85 0.81 10.27 3.54 7.33
USAA Total Return Strategy 2.04 5.85 1.43 -9.61 -3.13 -0.32
ICON Risk-Managed Balanced C -0.49 5.85 0.72 6.71 3.73 5.29
CornerCap Balanced -0.35 5.82 1.77 9.76 4.33 8.58
Cavanal Hill Active Core C 0.15 5.80 1.62 6.01 --- ---
Fidelity Advisor Simplicity RMD 2005 C 0.42 5.79 1.20 6.46 3.70 6.07
VY® Franklin Income S2 0.18 5.78 0.81 10.10 3.39 7.16
Rational Strategic Allocation A -0.20 5.71 1.73 6.82 3.98 5.55
Aberdeen Dynamic Allocation R -0.07 5.71 1.17 5.35 2.03 4.98
VY® Franklin Income A 0.19 5.70 0.77 9.95 3.21 6.95
Hotchkis & Wiley Capital Income I -1.65 5.69 -0.51 16.02 6.14 10.13
FPA Crescent -1.10 5.69 -0.07 10.97 5.20 8.83
Mairs & Power Balanced Inv -0.16 5.67 1.57 6.64 5.78 9.11
Hotchkis & Wiley Capital Income A -1.61 5.56 -0.55 15.65 5.93 9.90
Lord Abbett Multi-Asset Balanced Opp R6 -0.48 5.52 0.82 9.73 --- ---
Ivy Balanced N -1.17 5.52 0.17 4.80 3.82 ---
Lord Abbett Multi-Asset Balanced Opp I -0.48 5.50 0.81 9.61 4.05 8.23
Calvert Balanced C 0.19 5.49 1.63 6.50 4.04 6.78
SEI Defensive Strategy Allc F (SAAT) 0.75 5.48 2.46 6.97 7.10 9.41
Aberdeen Dynamic Allocation C -0.08 5.48 1.04 4.95 1.71 4.64
SEI Conservative Strategy Allc F (SAAT) 0.81 5.46 2.59 6.70 7.37 9.82
VALIC Company I Asset Allocation -0.36 5.44 1.54 8.53 4.40 7.08
State Farm Balanced 0.29 5.41 1.43 6.50 5.61 7.71
Lord Abbett Multi-Asset Balanced Opp R5 -0.48 5.41 0.81 9.55 --- ---
Ivy Balanced I -1.17 5.40 0.12 4.64 3.67 7.68
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 5.39 1.51 6.44 2.56 ---
Lord Abbett Multi-Asset Balanced Opp F -0.49 5.36 0.79 9.41 3.92 8.11
Waddell & Reed Continental Inc Y -1.12 5.32 0.16 4.60 3.70 7.74
Regal Total Return A 0.65 5.32 2.45 3.57 3.33 ---
WesMark Balanced 0.97 5.30 1.93 7.11 5.02 6.79
Lord Abbett Multi-Asset Balanced Opp R4 -0.49 5.29 0.76 9.27 --- ---
Lord Abbett Multi-Asset Balanced Opp A -0.50 5.26 0.75 9.34 3.76 7.94
Ivy Balanced A -1.21 5.23 0.06 4.37 3.39 7.40
Rational Strategic Allocation C -0.20 5.22 1.54 5.83 --- ---
First Investors Total Return Instl -0.55 5.20 0.89 6.14 3.98 ---
Ivy Balanced Y -1.25 5.18 0.01 4.38 3.40 7.41
Dreyfus Balanced Opportunity Y 0.22 5.17 1.44 --- --- ---
Dreyfus Balanced Opportunity J 0.22 5.17 1.44 9.82 6.16 9.31
Dreyfus Balanced Opportunity I 0.22 5.17 1.44 9.82 6.16 9.33
Lord Abbett Multi-Asset Balanced Opp P -0.51 5.16 0.70 9.16 3.57 7.74
First Investors Total Return Adv -0.61 5.16 1.05 6.04 3.96 ---
Villere Balanced Inv -3.64 5.14 -3.38 4.79 0.23 6.28
Lord Abbett Multi-Asset Balanced Opp R3 -0.52 5.13 0.69 9.00 3.53 7.69
Waddell & Reed Continental Inc A -1.23 5.10 0.00 4.26 3.39 7.44
Dreyfus Balanced Opportunity Z 0.18 5.10 1.35 9.71 6.07 9.22
Lord Abbett Multi-Asset Balanced Opp R2 -0.51 5.03 0.64 8.95 3.40 7.57
Ivy Balanced R -1.26 5.00 -0.05 4.01 3.05 ---
Dreyfus Balanced Opportunity A 0.18 4.98 1.35 9.54 5.89 9.06
Invesco Equity and Income R6 -0.27 4.94 1.20 13.48 7.05 ---
First Investors Total Return A -0.66 4.91 0.74 5.69 3.53 7.26
Invesco Equity and Income R5 -0.36 4.89 1.17 13.26 6.95 10.82
Lord Abbett Multi-Asset Balanced Opp B -0.56 4.85 0.54 8.45 2.99 7.14
Invesco Equity and Income Y -0.27 4.85 1.16 13.30 6.87 10.76
Timothy Plan Strategic Growth A -0.54 4.80 0.44 4.68 0.73 5.13
VY® Invesco Equity and Income I -0.35 4.78 1.08 13.12 6.88 10.63
American Beacon Balanced Instl -1.01 4.78 1.05 10.33 5.09 9.03
American Beacon Balanced Y -1.00 4.76 1.06 10.40 5.05 8.97
Lord Abbett Multi-Asset Balanced Opp C -0.64 4.75 0.48 8.49 2.97 7.15
Ivy Balanced B -1.27 4.74 -0.13 3.62 2.64 6.61
Ivy Balanced C -1.30 4.73 -0.17 3.63 2.68 6.65
Invesco Equity and Income A -0.27 4.72 1.09 13.01 6.63 10.49
VY® Invesco Equity and Income S -0.41 4.59 1.00 12.82 6.60 10.35
American Beacon Balanced Inv -1.06 4.59 0.97 9.88 4.72 8.66
Janus Henderson Value Plus Income I -0.15 4.57 1.36 8.33 5.34 7.69
VY® Invesco Equity and Income S2 -0.40 4.53 0.98 12.68 6.48 10.20
Janus Henderson Value Plus Income D -0.15 4.53 1.34 8.26 5.28 7.60
Dreyfus Balanced Opportunity C 0.13 4.50 1.17 8.72 5.10 8.24
American Beacon Balanced Adv -1.07 4.50 0.96 9.72 4.56 8.49
American Beacon Balanced A -1.06 4.50 0.92 9.76 4.64 8.53
Invesco Equity and Income R -0.36 4.48 1.03 12.68 6.34 10.19
Waddell & Reed Continental Inc C -1.34 4.47 -0.21 3.38 2.50 6.51
MainStay Balanced I -0.03 4.47 1.68 7.45 5.18 9.34
First Investors Total Return B -0.67 4.45 0.57 4.90 2.75 6.44
VY® Invesco Equity and Income A -0.40 4.44 0.93 12.55 6.34 10.07
MainStay Balanced R2 -0.06 4.41 1.62 7.25 4.87 8.99
MainStay Balanced R1 -0.03 4.41 1.68 7.34 5.08 9.23
Waddell & Reed Continental Inc B -1.25 4.40 -0.21 3.07 2.25 6.25
Janus Henderson Value Plus Income T -0.16 4.38 1.31 8.16 5.22 7.55
Janus Henderson Value Plus Income A -0.16 4.37 1.22 8.14 5.12 7.44
MainStay Balanced A -0.06 4.32 1.62 7.20 4.93 9.07
Janus Henderson Value Plus Income S -0.15 4.31 1.28 8.01 5.08 7.38
Invesco Equity and Income B -0.37 4.23 0.93 12.12 5.83 9.67
Franklin Balanced R6 -0.02 4.23 1.09 6.30 4.79 ---
Invesco Equity and Income C -0.37 4.22 0.92 12.09 5.82 9.65
MainStay Balanced Inv -0.09 4.20 1.57 7.00 4.75 8.89
Franklin Balanced Adv -0.04 4.16 1.06 6.19 4.65 7.35
Timothy Plan Strategic Growth C -0.72 4.15 0.12 3.88 -0.06 4.34
MainStay Balanced R3 -0.09 4.08 1.53 6.81 4.55 8.69
American Beacon Balanced C -1.12 4.01 0.74 8.95 3.86 7.72
Franklin Balanced A 0.00 4.00 1.00 6.03 4.39 7.05
Janus Henderson Value Plus Income C -0.22 3.99 1.11 7.37 4.36 6.68
Holland Balanced 0.40 3.98 1.43 7.01 5.01 8.07
MainStay Balanced C -0.12 3.73 1.42 6.23 3.98 8.08
MainStay Balanced B -0.15 3.73 1.39 6.23 3.99 8.08
Hennessy Balanced Investor 1.61 3.70 2.27 5.63 4.34 4.93
Franklin Balanced C -0.04 3.61 0.90 5.21 3.63 6.30
Salient Select Opportunity Institutional -2.94 3.60 -0.11 15.12 1.97 ---
Salient Select Opportunity Investor -2.98 3.37 -0.19 14.73 1.61 ---
Salient Select Opportunity A -2.98 3.28 -0.21 14.54 1.45 ---
Salient Select Opportunity C -3.02 2.98 -0.34 13.99 0.98 ---
Intrepid Capital Institutional -0.59 2.97 -0.06 6.55 3.56 6.98
Intrepid Capital Investor -0.67 2.85 -0.12 6.19 3.29 6.70
PSG Tactical Growth -1.32 2.54 -0.10 2.18 -3.66 -0.14
AB All Market Real Return Z 0.60 1.57 0.84 3.30 -7.54 ---
AB All Market Real Return I 0.60 1.57 0.84 3.30 -7.54 -3.29
AB All Market Real Return 2 0.59 1.55 0.83 3.27 -7.53 -3.28
AB All Market Real Return Advisor 0.59 1.44 0.71 3.00 -7.66 -3.36
Timothy Plan Growth & Income I -0.09 1.41 1.04 1.53 -0.32 ---
AB All Market Real Return 1 0.48 1.34 0.72 2.97 -7.77 -3.54
AB All Market Real Return K 0.60 1.33 0.84 2.81 -7.87 -3.60
Timothy Plan Growth & Income A -0.09 1.27 1.08 1.26 -0.55 ---
AB All Market Real Return A 0.59 1.19 0.71 2.74 -7.93 -3.65
AB All Market Real Return R 0.60 1.09 0.72 2.62 -8.10 -3.84
Prudential Real Assets Z 0.07 0.88 0.50 -1.66 -2.59 0.59
Timothy Plan Growth & Income C -0.09 0.85 0.85 0.56 -1.28 ---
AB All Market Real Return C 0.48 0.84 0.60 2.01 -8.57 -4.32
Prudential Real Assets Q 0.09 0.82 0.41 -1.58 --- ---
Prudential Real Assets A 0.12 0.63 0.33 -1.91 -2.86 0.33
Timothy Plan Defensive Strategies I 1.26 0.27 1.08 -2.27 -1.20 ---
Prudential Real Assets B 0.04 0.22 0.15 -2.62 -3.57 -0.41
Prudential Real Assets C -0.07 0.11 0.15 -2.73 -3.60 -0.41
Timothy Plan Defensive Strategies A 1.26 0.09 1.08 -2.45 -1.42 -0.53
Avondale Core Investment -0.10 -0.20 -0.10 0.10 --- ---
Timothy Plan Defensive Strategies C 1.22 -0.37 0.94 -3.23 -2.17 -1.29
Greenspring -3.45 -0.92 -2.26 6.48 2.95 6.03
Poplar Forest Cornerstone Institutional -2.51 -1.99 -1.46 3.67 --- ---
Poplar Forest Cornerstone A -2.51 -2.10 -1.50 3.44 --- ---
Chou Opportunity -5.49 -3.65 -4.57 -1.36 -9.17 2.42
Fairholme Allocation 3.33 -6.27 -1.10 -0.40 -6.48 3.32
Wells Fargo WealthBuilder Gr Bal A 0.07 --- 2.25 --- --- ---
Transamerica Multi-Managed Balanced T1 0.63 --- 2.27 --- --- ---
Transamerica Multi-Managed Balanced Adv 0.62 --- 2.27 --- --- ---
Transamerica Asset Allocation Mod Gr T1 0.22 --- 2.12 --- --- ---
Transamerica Asset Allocation Mod Gr Adv 0.40 --- 1.96 --- --- ---
Transamerica Asset Alloc Interm Hrzn R 0.10 --- --- --- --- ---
Russell Inv LifePoints Balanced Strat A1 -0.09 --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp T --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 -0.48 --- 0.82 --- --- ---
JPMorgan Investor Balanced T 0.26 --- --- --- --- ---
JPMorgan Investor Balanced R6 --- --- --- --- --- ---
Janus Henderson Value Plus Income N --- --- --- --- --- ---
Invesco Moderate Allocation R6 0.60 --- 2.16 --- --- ---
Hartford Checks and Balances F -0.20 --- 1.80 --- --- ---
Hartford Balanced F -0.13 --- 2.07 --- --- ---
Columbia Flexible Capital Income Y 0.40 --- 2.62 --- --- ---
Columbia Balanced T 0.45 --- 2.37 --- --- ---
American Funds Retire Inc Port-Mod F3 0.54 --- 2.07 --- --- ---
American Funds Retire Inc Port-Enh F3 0.53 --- 2.25 --- --- ---
American Funds Income Portfolio F3 0.49 --- 2.11 --- --- ---
American Funds Balanced F3 0.56 --- 2.69 --- --- ---
American Funds American Balanced F3 0.79 --- 2.80 --- --- ---
American Century Strat Allc: Mod R5 0.42 --- 2.16 --- --- ---
American Century Balanced R5 0.48 --- 2.45 --- --- ---
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