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Data through 2/10/2016. 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 -2.94 -6.46 -8.06 -9.15 3.30 4.52
SMI Conservative Allocation 0.44 -0.76 -0.25 -8.10 3.30 3.93
TOROSO Newfound Tactical Allc Instl 0.00 -1.71 -3.63 -8.68 --- ---
TOROSO Newfound Tactical Allc C 0.00 -1.73 -3.81 -9.54 --- ---
Timothy Plan Defensive Strategies I -0.10 -1.74 -3.70 -11.83 --- ---
Hennessy Balanced Investor 0.77 -1.74 -2.02 -2.47 2.99 4.29
Timothy Plan Defensive Strategies A LW -0.10 -1.84 -3.80 -12.06 -5.24 -0.56
Timothy Plan Defensive Strategies A -0.10 -1.84 -3.80 -12.06 -5.24 -0.56
Timothy Plan Defensive Strategies C -0.20 -1.90 -4.01 -12.72 -5.96 -1.29
TOROSO Newfound Tactical Allc A 0.00 -1.93 -3.93 -8.97 --- ---
Avondale Core Investment -1.13 -2.03 -3.02 -2.92 --- ---
Madison Diversified Income A LW 0.72 -2.16 -2.37 -2.55 5.09 6.50
Madison Diversified Income A 0.72 -2.16 -2.37 -2.55 5.09 6.50
Madison Diversified Income C 0.74 -2.20 -2.48 -3.26 4.32 ---
Madison Diversified Income B 0.66 -2.20 -2.54 -3.26 4.29 5.73
American Funds College 2024 529F1 -0.28 -2.25 -3.02 -3.83 5.22 ---
American Funds College 2024 529A LW -0.28 -2.26 -3.03 -4.01 5.01 ---
American Funds College 2024 529A -0.28 -2.26 -3.03 -4.01 5.01 ---
American Funds College 2024 529E -0.28 -2.35 -3.11 -4.26 4.72 ---
Bruce 0.30 -2.36 -3.68 -1.89 9.57 8.92
American Funds College 2024 529C -0.37 -2.37 -3.29 -4.77 4.15 ---
American Funds College 2024 529B -0.37 -2.43 -3.32 -4.79 4.15 ---
State Farm Balanced 0.38 -2.88 -4.45 -4.96 5.21 5.30
American Funds Retire Inc Port-Mod R5E -0.51 -3.09 --- --- --- ---
American Funds Retire Inc Port-Mod R5 -0.51 -3.09 -3.76 --- --- ---
American Funds Retire Inc Port-Mod R3 -0.51 -3.09 -3.77 --- --- ---
American Funds Retire Inc Port-Mod R2E -0.51 -3.09 -3.76 --- --- ---
American Funds Retire Inc Port-Mod R2 -0.51 -3.09 -3.67 --- --- ---
American Funds Retire Inc Port-Mod F1 -0.51 -3.09 -3.72 --- --- ---
American Funds Retire Inc Port-Mod A -0.51 -3.09 -3.73 --- --- ---
American Funds Retire Inc Port-Mod R6 -0.61 -3.19 -3.85 --- --- ---
American Funds Retire Inc Port-Mod R4 -0.61 -3.19 -3.81 --- --- ---
American Funds Retire Inc Port-Mod R1 -0.61 -3.19 -3.84 --- --- ---
American Funds Retire Inc Port-Mod F2 -0.61 -3.19 -3.80 --- --- ---
American Funds Retire Inc Port-Mod C -0.61 -3.19 -3.90 --- --- ---
Even Keel Multi-Asset Managed Risk I -1.04 -3.22 -4.63 -8.65 1.01 ---
Even Keel Multi-Asset Managed Risk F -1.03 -3.22 -4.69 -8.94 --- ---
Rx MAR Tactical Moderate Growth Instl -1.10 -3.23 -4.52 -7.96 --- ---
Rx MAR Tactical Moderate Growth A LW -1.21 -3.25 -4.71 -8.33 --- ---
Rx MAR Tactical Moderate Growth A -1.21 -3.25 -4.71 -8.33 --- ---
Rx MAR Tactical Moderate Growth C -1.22 -3.28 -4.76 -8.84 --- ---
American Funds Retire Inc Port-Mod B -0.61 -3.29 -3.88 --- --- ---
Even Keel Multi-Asset Managed Risk A LW -1.13 -3.31 -4.75 -8.76 --- ---
Even Keel Multi-Asset Managed Risk A -1.13 -3.31 -4.75 -8.76 --- ---
WesMark Balanced -0.23 -3.32 -4.29 -6.13 3.94 5.23
Even Keel Multi-Asset Managed Risk C -1.13 -3.32 -4.84 -9.32 --- ---
Mairs & Power Balanced Inv 0.19 -3.33 -4.82 -5.82 4.96 7.26
QS Legg Mason Dynamic Multi-Strategy I -1.27 -3.63 -5.60 -9.21 --- ---
Advance Capital I Balanced Instl -0.53 -3.64 -4.68 -7.49 3.80 4.89
Advance Capital I Balanced Retail -0.55 -3.71 -4.73 -7.76 3.55 4.62
QS Legg Mason Dynamic Multi-Strategy A -1.27 -3.72 -5.68 -9.51 3.33 ---
QS Legg Mason Dynamic Multi-Strateg A LW -1.27 -3.72 -5.68 -9.51 3.33 ---
QS Legg Mason Dynamic Multi-Strategy C -1.28 -3.73 -5.81 -10.15 --- ---
Prudential Real Assets Z -1.72 -3.81 -5.65 -13.56 -3.73 -0.38
USAA Target Managed Allocation -0.76 -3.91 -5.22 --- --- ---
Prudential Real Assets Q -1.72 -3.92 -5.64 -13.51 --- ---
Prudential Real Assets A Load Waived -1.83 -3.92 -5.71 -13.86 -4.00 -0.66
Prudential Real Assets A -1.83 -3.92 -5.71 -13.86 -4.00 -0.66
Prudential Real Assets C -1.84 -3.93 -5.87 -14.44 -4.70 -1.38
GuideStone Funds Defensv Mkt Strats Inv -0.55 -4.01 -4.51 -2.95 7.00 ---
GuideStone Funds Defensv Mkt Strats Inst -0.55 -4.01 -4.47 -2.77 7.23 ---
ASTON/Montag & Caldwell Balanced I -1.18 -4.02 -3.90 -1.01 5.49 6.20
Prudential Real Assets B -1.84 -4.04 -5.97 -14.52 -4.73 -1.39
ASTON/Montag & Caldwell Balanced N -1.18 -4.05 -3.92 -1.10 5.38 6.06
Manning & Napier Strategic Inc Modrt S -1.49 -4.07 -4.84 -5.74 3.05 ---
Manning & Napier Strategic Inc Modrt I -1.49 -4.07 -4.77 -5.59 3.29 ---
MFS Total Return R5 -0.94 -4.12 -5.37 -4.87 5.95 ---
MFS Total Return I -0.95 -4.12 -5.39 -4.90 5.87 6.63
MFS Total Return R3 -0.97 -4.14 -5.44 -5.19 5.60 6.38
MFS Total Return A Load Waived -0.97 -4.14 -5.45 -5.18 5.61 6.37
MFS Total Return A -0.97 -4.14 -5.45 -5.18 5.61 6.37
MFS Total Return 529A Load Waived -0.97 -4.15 -5.47 -5.18 5.56 6.32
MFS Total Return 529A -0.97 -4.15 -5.47 -5.18 5.56 6.32
MFS Total Return R4 -0.95 -4.18 -5.44 -4.95 5.86 6.62
MFS Total Return R2 -0.98 -4.20 -5.55 -5.42 5.33 6.10
MFS Total Return C -1.02 -4.23 -5.59 -5.87 4.81 5.58
MFS Total Return 529C -1.02 -4.23 -5.66 -5.93 4.77 5.51
Cavanal Hill Balanced I -0.97 -4.23 -5.44 -5.79 4.79 5.58
Cavanal Hill Balanced Inv -0.97 -4.24 -5.49 -5.78 4.63 5.37
American Funds College 2027 529F1 -1.25 -4.24 -5.28 -5.82 5.33 ---
MFS Total Return B -1.02 -4.25 -5.67 -5.91 4.80 5.57
MFS Total Return 529B -1.03 -4.25 -5.63 -5.95 4.75 5.52
Cavanal Hill Balanced A Load Waived -1.06 -4.25 -5.53 -6.04 4.53 ---
Cavanal Hill Balanced A -1.06 -4.25 -5.53 -6.04 4.53 ---
American Funds College 2027 529A LW -1.25 -4.25 -5.30 -6.00 5.15 ---
American Funds College 2027 529A -1.25 -4.25 -5.30 -6.00 5.15 ---
MFS Total Return R1 -1.02 -4.26 -5.69 -5.91 4.80 5.56
American Funds College 2027 529E -1.26 -4.26 -5.34 -6.19 4.84 ---
Loomis Sayles Multi-Asset Income N -1.87 -4.33 -5.43 --- --- ---
Cavanal Hill Balanced C -1.06 -4.33 -5.62 -6.66 --- ---
American Funds College 2027 529B -1.34 -4.33 -5.47 -6.70 4.29 ---
American Funds College 2027 529C -1.35 -4.37 -5.51 -6.75 4.26 ---
Madison Moderate Allocation A LW -1.35 -4.40 -5.65 -6.53 3.78 4.87
Madison Moderate Allocation A -1.35 -4.40 -5.65 -6.53 3.78 4.87
Loomis Sayles Multi-Asset Income Y -1.87 -4.40 -5.44 -8.00 3.12 ---
Loomis Sayles Multi-Asset Income A LW -1.88 -4.40 -5.48 -8.20 3.02 5.92
Loomis Sayles Multi-Asset Income A -1.88 -4.40 -5.48 -8.20 3.02 5.92
TETON Westwood Balanced I -1.28 -4.44 -5.82 -4.77 5.38 5.86
TETON Westwood Balanced AAA -1.28 -4.44 -5.88 -5.02 5.10 5.59
Loomis Sayles Multi-Asset Income C -1.95 -4.48 -5.68 -8.92 2.22 5.13
TETON Westwood Balanced A Load Waived -1.37 -4.50 -5.99 -5.23 4.85 5.32
TETON Westwood Balanced A -1.37 -4.50 -5.99 -5.23 4.85 5.32
Madison Moderate Allocation C -1.36 -4.51 -5.75 -7.20 2.98 4.09
Madison Moderate Allocation B -1.36 -4.51 -5.83 -7.29 2.98 4.09
Regal Total Return A Load Waived -1.08 -4.56 -5.62 -9.11 --- ---
Regal Total Return A -1.08 -4.56 -5.62 -9.11 --- ---
TETON Westwood Balanced C -1.35 -4.61 -6.05 -5.74 4.31 4.80
Franklin Balanced R6 -1.37 -4.67 -6.35 -8.33 --- ---
Franklin Balanced Adv -1.38 -4.68 -6.37 -8.33 3.35 5.33
Franklin Balanced A Load Waived -1.40 -4.71 -6.44 -8.60 3.05 5.03
Franklin Balanced A -1.40 -4.71 -6.44 -8.60 3.05 5.03
Sentinel Balanced A Load Waived -1.28 -4.81 -6.15 -5.41 5.02 6.18
Sentinel Balanced A -1.28 -4.81 -6.15 -5.41 5.02 6.18
Franklin Balanced C -1.48 -4.81 -6.59 -9.33 2.31 4.28
Westwood Income Opportunity Instl -2.19 -4.82 -5.79 -7.58 3.63 5.64
Westwood Income Opportunity A LW -2.19 -4.83 -5.86 -7.84 3.38 5.39
Westwood Income Opportunity A -2.19 -4.83 -5.86 -7.84 3.38 5.39
Sentinel Balanced I -1.28 -4.84 -6.16 -5.22 5.28 6.35
American Funds Income Fund of Amer R6 -1.23 -4.84 -5.32 -7.45 5.46 6.95
American Funds Income Fund of Amer R5 -1.23 -4.85 -5.34 -7.50 5.41 6.89
American Funds Income Fund of Amer R4 -1.23 -4.85 -5.38 -7.75 5.10 6.57
American Funds Income Fund of Amer F2 -1.23 -4.85 -5.35 -7.51 5.35 6.83
American Funds Income Fund of Amer 529F1 -1.23 -4.86 -5.38 -7.60 5.29 6.77
American Funds Income Fund of Amer 529E -1.24 -4.87 -5.45 -7.98 4.83 6.29
American Funds Income Fund of Amer A LW -1.23 -4.89 -5.39 -7.67 5.17 6.65
American Funds Income Fund of Amer A -1.23 -4.89 -5.39 -7.67 5.17 6.65
Sentinel Balanced C -1.33 -4.90 -6.35 -6.16 4.21 5.34
American Funds Income Fund of Amer R5E -1.23 -4.90 --- --- --- ---
American Funds Income Fund of Amer R2E -1.28 -4.90 -5.48 -8.05 --- ---
American Funds Income Fund of Amer 529A -1.23 -4.90 -5.43 -7.77 5.07 6.54
American Funds Income Fund of Amer 52 LW -1.23 -4.90 -5.43 -7.77 5.07 6.54
American Funds Income Fund of Amer R3 -1.24 -4.91 -5.46 -8.00 4.79 6.25
American Funds Income Fund of Amer F1 -1.29 -4.91 -5.43 -7.80 5.08 6.57
Vanguard Wellington™ Inv -1.27 -4.95 -6.04 -5.45 6.27 7.19
American Funds Income Fund of Amer R2 -1.30 -4.95 -5.56 -8.40 4.33 5.79
Vanguard Wellington™ Admiral™ -1.26 -4.96 -6.04 -5.38 6.35 7.27
American Funds Income Fund of Amer 529B -1.29 -4.96 -5.57 -8.48 4.25 5.71
American Funds Income Fund of Amer R1 -1.29 -4.97 -5.58 -8.43 4.32 5.79
American Funds Income Fund of Amer B -1.29 -4.97 -5.59 -8.37 4.38 5.84
American Funds Income Fund of Amer 529C -1.34 -4.97 -5.60 -8.49 4.26 5.71
American Funds Income Fund of Amer C -1.35 -5.00 -5.61 -8.42 4.33 5.79
Huntington Balanced Allocation A LW -1.69 -5.01 -6.20 -6.79 1.29 2.59
Huntington Balanced Allocation A -1.69 -5.01 -6.20 -6.79 1.29 2.59
Eaton Vance Balanced I -2.02 -5.01 -5.97 -3.75 7.62 ---
Outfitter -2.20 -5.05 -6.71 -8.97 2.63 ---
USAA Cornerstone Moderate -2.09 -5.06 -7.12 -9.72 0.79 2.41
SEI Defensive Strategy Allc A (SAAT) -3.03 -5.07 -5.99 -7.93 5.36 7.57
Ladenburg Income & Growth I -2.50 -5.07 -6.59 --- --- ---
Ladenburg Income & Growth C -2.50 -5.07 -6.59 --- --- ---
Ladenburg Income & Growth A -2.50 -5.07 -6.59 --- --- ---
American Funds American Balanced R5 -1.78 -5.07 -5.66 -4.01 7.34 8.23
American Funds American Balanced R6 -1.78 -5.08 -5.61 -3.97 7.40 8.28
American Funds American Balanced R5E -1.78 -5.08 --- --- --- ---
American Funds American Balanced F2 -1.82 -5.08 -5.64 -4.07 7.28 8.16
American Funds American Balanced A LW -1.82 -5.08 -5.69 -4.25 7.08 7.94
American Funds American Balanced A -1.82 -5.08 -5.69 -4.25 7.08 7.94
American Funds American Balanced 529F -1.83 -5.09 -5.67 -4.14 7.22 8.08
American Funds American Balanced R3 -1.83 -5.10 -5.76 -4.57 6.71 7.59
Eaton Vance Balanced C -2.13 -5.11 -6.28 -4.69 6.53 6.46
Eaton Vance Balanced B -2.02 -5.12 -6.12 -4.69 6.54 6.47
American Funds American Balanced F1 -1.82 -5.12 -5.71 -4.32 7.01 7.90
Eaton Vance Balanced A Load Waived -2.02 -5.13 -6.04 -4.09 7.36 7.26
Eaton Vance Balanced A -2.02 -5.13 -6.04 -4.09 7.36 7.26
American Funds American Balanced R4 -1.83 -5.13 -5.71 -4.31 7.03 7.90
American Funds American Balanced R2E -1.87 -5.13 -5.80 -4.39 --- ---
American Funds American Balanced 529E -1.83 -5.13 -5.74 -4.55 6.71 7.58
American Funds American Balanced 529A LW -1.83 -5.13 -5.72 -4.35 6.97 7.84
American Funds American Balanced 529A -1.83 -5.13 -5.72 -4.35 6.97 7.84
American Funds American Balanced R1 -1.88 -5.15 -5.88 -5.01 6.23 7.11
SEI Conservative Strategy Allc A (SAAT) -2.91 -5.16 -5.80 -7.71 6.12 8.11
Archer Balanced -1.48 -5.17 -7.03 -8.59 6.53 5.55
American Funds American Balanced B -1.87 -5.17 -5.86 -4.95 6.27 7.14
American Funds American Balanced R2 -1.88 -5.19 -5.87 -4.96 6.28 7.14
American Funds American Balanced C -1.88 -5.19 -5.87 -5.00 6.22 7.09
American Funds American Balanced 529B -1.86 -5.19 -5.89 -5.07 6.14 7.01
Perkins Value Plus Income I -1.87 -5.20 -6.82 -8.26 3.34 5.47
American Funds American Balanced 529C -1.91 -5.21 -5.92 -5.07 6.14 7.02
Columbia Balanced Y -1.77 -5.22 -5.84 -3.95 7.36 ---
Invesco Moderate Allocation Y -1.84 -5.23 -6.81 -9.67 0.87 3.73
Invesco Moderate Allocation S -1.84 -5.24 -6.79 -9.75 0.74 3.58
Invesco Moderate Allocation A LW -1.92 -5.24 -6.89 -9.91 0.62 3.47
Invesco Moderate Allocation A -1.92 -5.24 -6.89 -9.91 0.62 3.47
Columbia Balanced Z -1.78 -5.24 -5.88 -4.10 7.19 7.79
Columbia Balanced R5 -1.75 -5.24 -5.85 -4.00 7.32 ---
Columbia Balanced R4 -1.77 -5.25 -5.88 -4.09 7.20 ---
Columbia Balanced A Load Waived -1.78 -5.26 -5.93 -4.33 6.92 7.53
Columbia Balanced A -1.78 -5.26 -5.93 -4.33 6.92 7.53
Great-West SecureFoundation® Bal G -1.71 -5.27 -6.69 -6.92 3.84 5.00
Columbia Balanced K -1.81 -5.27 -5.92 -4.24 7.02 ---
Columbia Balanced R -1.81 -5.28 -5.99 -4.55 6.66 7.27
Perkins Value Plus Income S -1.96 -5.29 -6.89 -8.31 3.07 5.12
Perkins Value Plus Income D -1.97 -5.29 -6.84 -8.31 3.24 5.36
Vanguard Balanced Index Inv -2.02 -5.30 -6.32 -5.75 5.81 6.81
Vanguard Balanced Index I -2.02 -5.30 -6.32 -5.64 5.96 6.97
Vanguard Balanced Index Adm -2.02 -5.30 -6.32 -5.62 5.95 6.95
Perkins Value Plus Income T -1.97 -5.30 -6.86 -8.28 3.20 5.31
Invesco Moderate Allocation R5 -1.92 -5.30 -6.82 -9.83 0.80 3.70
Great-West SecureFoundation® Bal Instl -1.68 -5.30 -6.64 --- --- ---
Great-West SecureFoundation® Bal G1 -1.78 -5.30 -6.72 -7.01 3.72 4.91
Perkins Value Plus Income A Load Waived -1.98 -5.31 -6.96 -8.51 3.07 5.21
Perkins Value Plus Income A -1.98 -5.31 -6.96 -8.51 3.07 5.21
MFS Moderate Allocation I -2.10 -5.32 -6.55 -6.82 2.90 4.71
MFS Moderate Allocation R4 -2.12 -5.33 -6.57 -6.85 2.89 4.71
Invesco Moderate Allocation R -1.93 -5.33 -6.96 -10.10 0.35 3.20
Great-West SecureFoundation® Bal L -1.72 -5.33 -6.72 -7.13 3.60 4.77
Perkins Value Plus Income C -2.03 -5.35 -7.12 -9.14 2.33 4.51
Delaware Dividend Income Instl -2.34 -5.35 -6.54 -8.52 4.64 6.16
Columbia Balanced C -1.87 -5.35 -6.13 -5.05 6.12 6.72
State Farm Equity & Bond R3 -2.38 -5.36 -6.42 -5.38 6.59 6.87
Invesco Moderate Allocation B -2.03 -5.36 -7.04 -10.61 -0.14 2.68
Columbia Balanced B -1.87 -5.36 -6.13 -5.07 6.11 6.72
State Farm Equity & Bond R2 -2.39 -5.37 -6.50 -5.67 6.26 6.55
MFS Moderate Allocation R3 -2.20 -5.37 -6.68 -7.13 2.61 4.44
MFS Moderate Allocation R2 -2.17 -5.37 -6.64 -7.33 2.38 4.18
Invesco Moderate Allocation C -2.03 -5.37 -7.05 -10.62 -0.14 2.69
Delaware Dividend Income A Load Waived -2.36 -5.38 -6.61 -8.68 4.38 5.89
Delaware Dividend Income A -2.36 -5.38 -6.61 -8.68 4.38 5.89
State Farm Equity & Bond Instl -2.36 -5.39 -6.41 -5.36 6.66 6.97
MFS Moderate Allocation A Load Waived -2.19 -5.39 -6.63 -7.08 2.64 4.43
MFS Moderate Allocation A -2.19 -5.39 -6.63 -7.08 2.64 4.43
Delaware Dividend Income R -2.38 -5.39 -6.66 -8.90 4.12 5.63
State Farm Equity & Bond A Load Waived -2.46 -5.40 -6.54 -5.58 6.39 6.68
State Farm Equity & Bond A -2.46 -5.40 -6.54 -5.58 6.39 6.68
MFS Moderate Allocation 529A LW -2.20 -5.41 -6.67 -7.15 2.58 4.39
MFS Moderate Allocation 529A -2.20 -5.41 -6.67 -7.15 2.58 4.39
Hartford Balanced HLS IA -1.64 -5.41 -6.25 -5.76 6.48 6.80
Vanguard LifeStrategy Moderate Gr Inv -2.02 -5.42 -6.41 -7.04 3.92 4.91
State Farm Equity & Bond B Legacy -2.43 -5.42 -6.58 -5.92 5.98 6.26
State Farm Equity & Bond A Legacy LW -2.34 -5.43 -6.48 -5.55 6.42 6.69
State Farm Equity & Bond A Legacy -2.34 -5.43 -6.48 -5.55 6.42 6.69
Delaware Dividend Income C -2.42 -5.43 -6.77 -9.35 3.62 5.11
MFS Moderate Allocation B -2.21 -5.44 -6.84 -7.79 1.87 3.65
MFS Moderate Allocation R1 -2.20 -5.45 -6.82 -7.79 1.86 3.66
Hartford Balanced HLS IB -1.66 -5.45 -6.34 -6.02 6.20 6.53
Sit Balanced -1.84 -5.46 -6.35 -4.33 6.06 6.40
MFS Moderate Allocation 529C -2.24 -5.46 -6.82 -7.85 1.81 3.60
State Farm Equity & Bond R1 -2.39 -5.47 -6.60 -5.86 6.05 6.35
MFS Moderate Allocation C -2.22 -5.47 -6.81 -7.77 1.86 3.66
State Farm Equity & Bond B -2.45 -5.48 -6.63 -6.17 5.73 6.01
Prudential Balanced A Load Waived -2.19 -5.49 -6.60 -5.70 5.93 6.70
Prudential Balanced A -2.19 -5.49 -6.60 -5.70 5.93 6.70
MFS Moderate Allocation 529B -2.23 -5.49 -6.85 -7.84 1.81 3.60
Northern Global Tactical Asset Allc -2.29 -5.50 -7.14 -8.60 0.83 3.44
Prudential Balanced Z -2.24 -5.52 -6.59 -5.45 6.23 7.01
Calvert Balanced I -2.02 -5.55 -7.24 -8.11 4.82 6.14
Prudential Balanced R -2.26 -5.56 -6.73 -5.90 5.72 6.48
AMG Chicago Equity Partners Bal Inv -1.95 -5.56 -6.35 -4.76 6.30 7.20
Calvert Balanced A Load Waived -2.02 -5.57 -7.27 -8.46 4.34 5.64
Calvert Balanced A -2.02 -5.57 -7.27 -8.46 4.34 5.64
AMG Chicago Equity Partners Bal Svc -2.00 -5.58 -6.37 -4.68 6.48 ---
AMG Chicago Equity Partners Bal Instl -2.00 -5.58 -6.29 -4.59 6.55 7.46
Transamerica Partners Instl Balanced -2.23 -5.59 -6.42 -6.06 6.04 7.10
Prudential Balanced C -2.32 -5.59 -6.79 -6.35 5.21 5.96
Prudential Balanced B -2.32 -5.59 -6.85 -6.41 5.18 5.96
Calvert Balanced Y -2.04 -5.59 -7.28 -8.34 --- ---
PNC Balanced Allocation T -2.45 -5.61 -6.65 --- --- ---
Fidelity Asset Manager® 50% -2.82 -5.61 -6.66 -7.11 3.15 4.12
Transamerica Partners Balanced -2.24 -5.62 -6.51 -6.36 5.67 6.71
Transamerica Multi-Managed Balanced R6 -2.20 -5.62 -6.45 --- --- ---
Fidelity Advisor Asset Manager® 50% A LW -2.83 -5.63 -6.76 -7.37 2.85 3.80
Fidelity Advisor Asset Manager® 50% A -2.83 -5.63 -6.76 -7.37 2.85 3.80
Transamerica Multi-Mgd Balanced I -2.20 -5.65 -6.48 -6.26 5.85 6.46
Schwab MarketTrack Balanced -2.15 -5.66 -7.06 -7.74 3.43 4.64
Calvert Balanced C -2.11 -5.66 -7.49 -9.19 3.51 4.78
American Century Balanced Instl -2.59 -5.66 -7.03 -8.29 4.60 6.55
Pax World Balanced Instl -2.03 -5.67 -6.86 -5.93 4.45 4.75
Pacific Financial Dynamic Allc Instl -2.16 -5.67 -6.45 --- --- ---
Transamerica Multi-Mgd Balanced A LW -2.21 -5.68 -6.53 -6.50 5.52 6.07
Transamerica Multi-Mgd Balanced A -2.21 -5.68 -6.53 -6.50 5.52 6.07
Fidelity Advisor Asset Manager® 50% I -2.89 -5.68 -6.74 -7.16 3.09 4.06
VY T. Rowe Price Capital Appreciation I -2.34 -5.70 -6.96 -2.18 9.33 9.31
PNC Balanced Allocation A Load Waived -2.46 -5.70 -6.83 -7.42 3.50 4.98
PNC Balanced Allocation A -2.46 -5.70 -6.83 -7.42 3.50 4.98
LK Balanced Institutional -2.22 -5.70 -8.61 -10.49 1.23 ---
T. Rowe Price Capital Appreciation I -2.36 -5.71 --- --- --- ---
T. Rowe Price Capital Appreciation -2.36 -5.71 -6.87 -2.17 9.22 9.28
Praxis Genesis Balanced A Load Waived -2.08 -5.71 -7.28 -7.98 2.94 3.93
Praxis Genesis Balanced A -2.08 -5.71 -7.28 -7.98 2.94 3.93
PNC Balanced Allocation I -2.47 -5.72 -6.79 -7.20 3.78 5.23
American Century Balanced Inv -2.65 -5.72 -7.09 -8.48 4.40 6.32
VY T. Rowe Price Capital Appreciation S -2.38 -5.74 -7.02 -2.45 9.06 9.04
Pax World Balanced Individual Inv -2.10 -5.74 -6.95 -6.20 4.17 4.47
Delaware Foundation Moderate Allc A LW -2.30 -5.74 -6.68 -8.19 2.29 3.76
Delaware Foundation Moderate Allc A -2.30 -5.74 -6.68 -8.19 2.29 3.76
Pax World Balanced R -2.09 -5.75 -6.95 -6.39 3.93 4.23
Fidelity Advisor Asset Manager® 50% T -2.90 -5.75 -6.83 -7.69 2.56 3.53
American Funds Balanced Portfolio R6 -2.26 -5.75 -6.65 -5.97 5.28 ---
American Funds Balanced Portfolio F2 -2.18 -5.75 -6.67 -6.06 5.19 ---
T. Rowe Price Capital Appreciation Adv -2.38 -5.76 -6.98 -2.49 8.88 8.95
JHFunds2 Capital Appreciation Value NAV -2.40 -5.76 -6.94 -2.44 9.04 9.08
American Funds Balanced Portfolio R5E -2.26 -5.76 --- --- --- ---
American Funds Balanced Portfolio 529E -2.26 -5.76 -6.76 -6.56 4.62 ---
VY T. Rowe Price Capital Appreciation S2 -2.39 -5.77 -7.07 -2.57 8.89 8.88
Value Line Asset Allocation Investor -1.92 -5.77 -6.47 -5.62 5.38 7.57
Value Line Asset Allocation Instl -1.92 -5.77 -6.42 --- --- ---
Transamerica Multi-Mgd Balanced C -2.29 -5.77 -6.72 -7.19 4.81 5.41
Pacific Financial Dynamic Allc Inv -2.27 -5.77 -6.67 --- --- ---
VY T. Rowe Price Capital Appreciation A -2.42 -5.78 -7.09 -2.76 8.68 8.67
PNC Balanced Allocation C -2.49 -5.78 -7.00 -8.06 2.80 4.23
Fidelity Advisor Asset Manager® 50% C -2.98 -5.78 -6.99 -8.11 2.06 3.02
Transamerica Multi-Mgd Balanced B -2.31 -5.79 -6.76 -7.41 4.55 5.13
Hennessy Equity and Income Institutional -2.54 -5.79 -6.43 -8.84 4.76 7.32
Hennessy Equity and Income Investor -2.53 -5.80 -6.54 -9.14 4.44 7.02
DFA Global Allocation 60/40 I -2.19 -5.80 -7.20 -8.26 2.45 3.80
Columbia Capital Allocation Moderate Z -2.99 -5.81 -6.75 -6.59 3.39 4.75
Fidelity Advisor Asset Manager® 50% B -2.96 -5.82 -6.96 -8.11 2.06 3.02
Dreyfus Moderate Allocation -2.32 -5.82 -7.42 -8.13 2.24 3.50
American Funds Balanced Portfolio R5 -2.26 -5.82 -6.73 -6.02 5.23 ---
Delaware Foundation Moderate Allc I -2.40 -5.83 -6.71 -7.97 2.51 3.99
Delaware Foundation Moderate Allc C -2.40 -5.83 -6.87 -8.90 1.48 2.96
American Funds Balanced Portfolio R4 -2.26 -5.83 -6.74 -6.28 4.91 ---
American Funds Balanced Portfolio F1 -2.26 -5.83 -6.75 -6.30 4.91 ---
American Funds Balanced Portfolio A LW -2.26 -5.83 -6.74 -6.25 4.96 ---
American Funds Balanced Portfolio A -2.26 -5.83 -6.74 -6.25 4.96 ---
American Funds Balanced Portfolio 529F1 -2.26 -5.83 -6.70 -6.13 5.08 ---
American Funds Balanced Portfolio 529A -2.26 -5.83 -6.77 -6.34 4.89 ---
American Funds Balanced Portfolio 529 LW -2.26 -5.83 -6.77 -6.34 4.89 ---
American Funds Balanced Portfolio R3 -2.26 -5.84 -6.77 -6.57 4.59 ---
American Funds Balanced Portfolio R2E -2.26 -5.84 -6.72 -6.19 --- ---
Thrivent Balanced Income Plus S -2.97 -5.85 -7.51 -7.98 4.55 5.22
Sextant Core -2.33 -5.85 -6.65 -10.14 1.03 2.50
American Funds Balanced Portfolio R2 -2.27 -5.85 -6.91 -7.02 4.11 ---
American Funds Balanced Portfolio R1 -2.27 -5.85 -6.91 -7.01 4.12 ---
Delaware Foundation Moderate Allc R -2.41 -5.86 -6.86 -8.47 1.99 3.47
American Funds Balanced Portfolio C -2.27 -5.86 -6.90 -6.97 4.15 ---
Fidelity Income Replacement 2030 -2.85 -5.87 -6.97 -6.77 3.61 4.40
Fidelity Advisor Income Repl 2030 I -2.85 -5.87 -6.97 -6.77 3.61 4.40
Columbia Capital Allocation Moderate Y -3.02 -5.87 -6.76 -6.49 --- ---
Columbia Capital Allocation Moderate R5 -3.02 -5.87 -6.79 -6.59 --- ---
Columbia Capital Allocation Moderate R4 -3.02 -5.87 -6.81 -6.65 --- ---
Nationwide Inv Dest Mod Instl Svc -2.36 -5.88 -7.23 -8.16 --- ---
Nationwide Inv Dest Mod I -2.35 -5.88 -7.18 -8.02 2.82 4.10
Hartford Balanced I -1.84 -5.89 -6.89 --- --- ---
DFA Global Allocation 60/40 R2 -2.24 -5.89 -7.30 -8.50 2.20 3.54
Columbia Capital Allocation Moderate A -2.99 -5.89 -6.80 -6.90 3.12 4.48
Columbia Capital Allocation Moderat A LW -2.99 -5.89 -6.80 -6.90 3.12 4.48
Pioneer Classic Balanced Y -2.70 -5.90 -6.99 -7.50 5.83 6.13
Hartford Balanced Y -1.87 -5.90 -6.90 -6.41 6.25 6.54
Fidelity Advisor Income Repl 2030 A LW -2.88 -5.90 -7.03 -7.01 3.34 4.14
Fidelity Advisor Income Repl 2030 A -2.88 -5.90 -7.03 -7.01 3.34 4.14
Columbia Capital Allocation Moderate K -2.99 -5.90 -6.79 -6.76 3.21 4.57
Pacific Financial Fth & Vls Bsd Mod Inv -2.37 -5.91 -7.35 -8.74 --- ---
Hartford Balanced R5 -1.87 -5.91 -6.91 -6.43 6.18 6.48
Hartford Balanced R4 -1.87 -5.91 -6.94 -6.71 5.89 6.17
Columbia Capital Allocation Moderate R -3.09 -5.91 -6.88 -7.08 2.87 4.21
American Funds Balanced Portfolio B -2.34 -5.91 -6.92 -7.01 4.11 ---
American Funds Balanced Portfolio 529B -2.34 -5.91 -6.95 -7.11 4.02 ---
Alger Balanced I-2 -2.03 -5.91 -6.46 -5.63 5.25 4.47
Thrivent Balanced Income Plus A LW -3.05 -5.92 -7.66 -8.33 4.12 4.77
Thrivent Balanced Income Plus A -3.05 -5.92 -7.66 -8.33 4.12 4.77
Hartford Balanced R3 -1.87 -5.92 -7.02 -6.98 5.56 5.86
Pioneer Classic Balanced A Load Waived -2.71 -5.93 -7.00 -7.71 5.50 5.84
Pioneer Classic Balanced A -2.71 -5.93 -7.00 -7.71 5.50 5.84
Hartford Balanced A Load Waived -1.89 -5.93 -6.99 -6.79 5.80 6.10
Hartford Balanced A -1.89 -5.93 -6.99 -6.79 5.80 6.10
American Funds Balanced Portfolio 529C -2.35 -5.93 -6.93 -7.09 4.05 ---
VALIC Company I Dynamic Allocation -2.39 -5.94 -8.06 -10.77 1.87 ---
Pioneer Classic Balanced R -2.72 -5.94 -7.10 --- --- ---
Pioneer Classic Balanced K -2.72 -5.94 --- --- --- ---
New Covenant Balanced Growth -2.20 -5.94 -7.40 -6.84 3.92 4.78
Great-West SecureFoundation® Bal ETF A -2.25 -5.94 -7.37 -7.69 3.48 ---
Great-West SecureFoundation® Bal ET A LW -2.25 -5.94 -7.37 -7.69 3.48 ---
Fidelity Advisor Income Repl 2030 T -2.91 -5.94 -7.10 -7.24 3.09 3.88
Columbia Capital Allocation Moderate C -3.11 -5.94 -7.03 -7.58 2.36 3.69
Nationwide Inv Dest Mod A Load Waived -2.45 -5.95 -7.35 -8.45 2.44 3.74
Nationwide Inv Dest Mod A -2.45 -5.95 -7.35 -8.45 2.44 3.74
Pioneer Classic Balanced C -2.85 -5.97 -7.20 -8.41 4.66 4.99
Nationwide Inv Dest Mod Svc -2.46 -5.98 -7.38 -8.50 2.40 3.67
Hartford Balanced C -1.99 -5.98 -7.16 -7.43 5.08 5.35
Nationwide Inv Dest Mod R -2.51 -5.99 -7.49 -8.71 2.15 3.42
Fidelity Advisor Income Repl 2030 C -2.94 -5.99 -7.20 -7.71 2.57 3.36
JPMorgan Investor Balanced Select -2.78 -6.00 -7.24 -7.49 3.50 4.49
AllianzGI Multi-Asset Real Return Inst -2.60 -6.00 -9.67 -19.22 -7.59 ---
JPMorgan Investor Balanced A LW -2.78 -6.01 -7.25 -7.68 3.25 4.23
JPMorgan Investor Balanced A -2.78 -6.01 -7.25 -7.68 3.25 4.23
Hartford Balanced B -2.00 -6.01 -7.22 -7.58 4.91 5.20
AllianzGI Multi-Asset Real Return P -2.69 -6.01 -9.74 -19.33 -7.70 ---
Columbia Capital Allocation Moderate B -3.10 -6.02 -7.02 -7.57 2.35 3.68
AllianzGI Multi-Asset Real Return A LW -2.70 -6.04 -9.76 -19.46 -7.85 ---
AllianzGI Multi-Asset Real Return A -2.70 -6.04 -9.76 -19.46 -7.85 ---
GuidePath® Conservative Allocation Instl -1.53 -6.05 -7.70 -10.60 1.84 ---
AllianzGI Multi-Asset Real Return C -2.71 -6.05 -9.91 -20.03 -8.49 ---
Nationwide Inv Dest Mod C -2.49 -6.06 -7.56 -9.16 1.71 3.01
Nationwide Diverse Managers Instl Svc -2.87 -6.08 -7.83 -11.24 --- ---
JPMorgan Investor Balanced C -2.82 -6.10 -7.47 -8.22 2.69 3.70
Voya Retirement Moderate Growth Port I -2.45 -6.14 -7.52 -8.39 3.34 4.55
Tributary Balanced Instl Plus -2.63 -6.16 -7.47 -6.18 5.73 ---
Russell LifePoints Balanced Strategy S -2.85 -6.16 -7.83 -9.11 1.59 2.94
Russell LifePoints Balanced Strategy R1 -2.85 -6.16 -7.89 -9.04 1.72 3.07
Fidelity Income Replacement 2032 -3.00 -6.17 -7.29 -7.05 3.68 4.46
Fidelity Advisor Income Repl 2032 I -3.00 -6.17 -7.29 -7.05 3.68 4.46
American Beacon Balanced AMR -2.21 -6.17 -8.79 -10.52 4.74 6.37
VY Franklin Income I -2.35 -6.19 -9.05 -13.43 1.04 3.46
Tributary Balanced Instl -2.68 -6.19 -7.54 -6.41 5.50 6.66
Russell LifePoints Balanced Strategy E -2.87 -6.19 -7.93 -9.33 1.34 2.68
American Beacon Balanced Instl -2.23 -6.20 -8.85 -10.76 4.46 6.08
VY Franklin Income S -2.36 -6.21 -9.08 -13.35 0.89 3.27
VY Franklin Income A -2.33 -6.21 -9.08 -13.61 0.54 2.91
Fidelity Advisor Income Repl 2032 A LW -3.03 -6.21 -7.35 -7.28 3.42 4.19
Fidelity Advisor Income Repl 2032 A -3.03 -6.21 -7.35 -7.28 3.42 4.19
American Beacon Balanced Y -2.24 -6.21 -8.87 -10.83 4.37 5.97
Russell LifePoints Balanced Strategy A -2.88 -6.22 -7.85 -9.25 1.40 2.71
Russell LifePoints Balanced Strateg A LW -2.88 -6.22 -7.85 -9.25 1.40 2.71
CornerCap Balanced -2.76 -6.22 -8.74 -11.85 3.80 3.77
VY Franklin Income S2 -2.37 -6.23 -9.11 -13.56 0.73 3.11
Sterling Capital Strategic Allc Bal I -2.68 -6.23 -7.51 -7.79 3.12 3.52
GuidePath® Conservative Allocation Svc -1.63 -6.23 -7.89 -11.19 1.17 ---
Fidelity Advisor Income Repl 2032 T -3.06 -6.23 -7.40 -7.52 3.17 3.93
American Beacon Balanced Inv -2.26 -6.23 -8.92 -11.04 4.11 5.74
American Beacon Balanced A Load Waived -2.27 -6.24 -8.94 -11.10 3.99 5.60
American Beacon Balanced A -2.27 -6.24 -8.94 -11.10 3.99 5.60
Manning & Napier Pro-Blend Extnd Term S -3.54 -6.25 -8.48 -11.20 1.20 3.48
JHancock Lifestyle II Balanced R6 -2.58 -6.25 -7.73 -8.86 --- ---
JHancock Lifestyle II Balanced 1 -2.58 -6.25 -7.65 -8.89 --- ---
American Beacon Balanced Adv -2.27 -6.25 -8.96 -11.19 3.95 5.57
Nuveen Strategy Balanced Allc A LW -3.28 -6.26 -7.65 -8.18 2.75 3.90
Nuveen Strategy Balanced Allc A -3.28 -6.26 -7.65 -8.18 2.75 3.90
Voya Retirement Moderate Growth Port A -2.53 -6.27 -7.64 -8.84 2.92 4.11
Sterling Capital Strategic Allc Bal A LW -2.61 -6.27 -7.54 -7.99 2.84 3.24
Sterling Capital Strategic Allc Bal A -2.61 -6.27 -7.54 -7.99 2.84 3.24
Fidelity Advisor Income Repl 2032 C -3.09 -6.27 -7.52 -7.98 2.65 3.42
Russell LifePoints Balanced Strategy R5 -2.97 -6.28 -8.00 -9.59 1.19 2.56
Nuveen Strategy Balanced Allc I -3.29 -6.28 -7.62 -7.88 3.02 4.15
First Investors Total Return Instl -2.78 -6.28 -7.55 -8.91 --- ---
Russell LifePoints Balanced Strategy R4 -2.97 -6.30 -7.94 -9.36 1.45 2.79
First Investors Total Return Adv -2.78 -6.30 -7.58 -8.92 --- ---
Russell LifePoints Balanced Strategy C -2.93 -6.32 -8.08 -9.91 0.61 1.92
Manning & Napier Pro-Blend Extnd Term R -3.60 -6.32 -8.58 -11.41 0.92 3.21
American Beacon Balanced C -2.33 -6.32 -9.11 -11.77 3.22 4.81
Nuveen Strategy Balanced Allc R3 -3.22 -6.33 -7.72 -8.34 2.52 3.63
Manning & Napier Pro-Blend Extnd Term I -3.54 -6.33 -8.42 -10.96 1.42 3.72
Nuveen Strategy Balanced Allc C -3.33 -6.35 -7.87 -8.85 1.98 3.12
Intrepid Capital Institutional -3.24 -6.37 -9.81 -13.05 0.95 3.66
First Investors Total Return A LW -2.85 -6.37 -7.69 -9.33 3.71 5.90
First Investors Total Return A -2.85 -6.37 -7.69 -9.33 3.71 5.90
Sterling Capital Strategic Allc Bal C -2.76 -6.39 -7.76 -8.75 2.07 2.48
Sterling Capital Strategic Allc Bal B -2.76 -6.39 -7.80 -8.77 2.04 2.46
RidgeWorth Moderate Allocation Strat I -2.64 -6.39 -7.88 -8.05 3.14 4.19
BlackRock 60/40 Target Allocation Instl -2.96 -6.40 -7.79 -7.29 6.23 5.99
USAA Cornerstone Moderately Agrsv -2.76 -6.41 -8.46 -11.17 0.37 1.95
Manning & Napier Pro-Blend Extnd Term C -3.62 -6.41 -8.65 -11.91 0.42 2.71
Fidelity Advisor Income Repl 2034 I -3.12 -6.41 -7.54 -7.27 3.71 4.49
Thrivent Moderate Allocation S -2.94 -6.42 -8.47 -8.05 3.34 4.18
RidgeWorth Moderate Allocation Strat A -2.65 -6.42 -7.98 -8.23 2.98 3.99
RidgeWorth Moderate Allocation Stra A LW -2.65 -6.42 -7.98 -8.23 2.98 3.99
First Investors Total Return B -2.90 -6.42 -7.83 -9.98 2.94 5.11
Fidelity Income Replacement 2034 -3.12 -6.42 -7.54 -7.28 3.71 4.48
Principal SAM Balanced P -2.90 -6.43 -7.80 --- --- ---
Principal SAM Balanced Inst -2.90 -6.43 -7.78 -8.19 3.79 5.22
Thrivent Moderate Allocation A LW -2.95 -6.44 -8.50 -8.40 2.99 3.81
Thrivent Moderate Allocation A -2.95 -6.44 -8.50 -8.40 2.99 3.81
Principal SAM Balanced R5 -2.83 -6.44 -7.78 -8.37 3.53 4.96
MassMutual RetireSMART Moderate Svc -2.99 -6.44 -8.01 -9.37 1.78 ---
MassMutual RetireSMART Moderate Admin -2.88 -6.44 -7.96 -9.42 1.70 ---
Fidelity Advisor Income Repl 2034 A LW -3.16 -6.44 -7.60 -7.51 3.45 4.22
Fidelity Advisor Income Repl 2034 A -3.16 -6.44 -7.60 -7.51 3.45 4.22
Scharf Balanced Opportunity Instl -2.56 -6.45 -7.81 -7.00 6.46 ---
Principal SAM Balanced J -2.88 -6.46 -7.81 -8.41 3.50 4.90
MassMutual RetireSMART Moderate R5 -3.00 -6.46 -8.04 -9.32 1.85 ---
MassMutual RetireSMART Mod R4 -3.00 -6.46 -8.08 -9.63 --- ---
MassMutual RetireSMART Mod I -3.00 -6.46 -7.97 -9.25 --- ---
MainStay Balanced I -2.82 -6.46 -8.31 -9.77 5.03 6.57
Intrepid Capital -3.34 -6.46 -9.96 -13.37 0.71 3.38
RidgeWorth Moderate Allocation Strat C -2.78 -6.47 -8.07 -8.75 2.39 3.36
MassMutual RetireSMART Mod R3 -3.01 -6.47 -8.13 -9.78 --- ---
MainStay Balanced R1 -2.82 -6.47 -8.35 -9.85 4.93 6.46
Fidelity Advisor Income Repl 2034 T -3.17 -6.47 -7.67 -7.74 3.19 3.96
AT Income Opportunities Institutional -3.02 -6.47 -9.22 -12.84 --- ---
Principal SAM Balanced A Load Waived -2.86 -6.48 -7.82 -8.51 3.44 4.85
Principal SAM Balanced A -2.86 -6.48 -7.82 -8.51 3.44 4.85
MainStay Balanced R2 -2.83 -6.48 -8.38 -10.06 4.68 6.19
JHancock Balanced R6 -3.06 -6.48 -8.23 -8.68 4.63 ---
JHancock Balanced I -3.07 -6.48 -8.27 -8.80 4.52 5.60
BlackRock 60/40 Target Allocation Inv A -3.09 -6.49 -7.95 -7.73 5.81 5.59
BlackRock 60/40 Target Allocation I A LW -3.09 -6.49 -7.95 -7.73 5.81 5.59
Wilmington Strategic Allc Mod Instl -3.02 -6.50 -7.75 -8.41 1.57 2.45
BlackRock 60/40 Target Allocation R -3.10 -6.50 -7.97 -7.89 5.61 5.41
Principal SAM Balanced R4 -2.91 -6.51 -7.88 -8.56 3.38 4.83
Principal SAM Balanced R1 -2.91 -6.51 -7.93 -8.97 2.89 4.31
MainStay Balanced Inv -2.86 -6.51 -8.42 -10.12 4.61 6.12
MainStay Balanced A Load Waived -2.86 -6.51 -8.39 -9.99 4.77 6.29
MainStay Balanced A -2.86 -6.51 -8.39 -9.99 4.77 6.29
Voya Balanced Port I -2.59 -6.52 -7.83 -9.44 3.22 4.41
Principal SAM Balanced R3 -2.91 -6.52 -7.87 -8.73 3.20 4.63
JHancock Balanced R5 -3.11 -6.52 -8.24 -8.78 4.55 5.64
George Putnam Balanced R6 -2.82 -6.52 -7.97 -8.08 --- ---
Fidelity Advisor Income Repl 2034 C -3.21 -6.52 -7.79 -8.22 2.68 3.44
Principal SAM Balanced R2 -2.92 -6.53 -7.93 -8.91 2.99 4.43
MassMutual RetireSMART Moderate A LW -2.99 -6.53 -8.13 -9.77 1.41 ---
MassMutual RetireSMART Moderate A -2.99 -6.53 -8.13 -9.77 1.41 ---
JHancock Balanced A Load Waived -3.06 -6.53 -8.29 -9.08 4.18 5.23
JHancock Balanced A -3.06 -6.53 -8.29 -9.08 4.18 5.23
JHancock Balanced R2 -3.13 -6.54 -8.32 -9.16 4.18 ---
ESG Managers® Balanced Port Inst -2.76 -6.54 -7.98 -9.24 3.17 4.54
MainStay Balanced R3 -2.86 -6.55 -8.48 -10.32 4.40 5.93
Fallen Angels Income -2.46 -6.55 -7.73 -11.26 3.36 4.53
Principal SAM Balanced C -2.97 -6.56 -7.96 -9.21 2.66 4.09
JHancock Balanced R4 -3.11 -6.56 -8.33 -8.95 4.34 5.40
Voya Balanced Port S -2.68 -6.57 -7.95 -9.68 2.96 4.14
MainStay Balanced C -2.91 -6.57 -8.58 -10.79 3.82 5.33
JHancock Balanced R3 -3.12 -6.58 -8.38 -9.29 3.93 5.00
George Putnam Balanced Y -2.89 -6.58 -8.06 -8.24 5.13 6.35
George Putnam Balanced R5 -2.89 -6.58 -8.06 -8.23 --- ---
Wilmington Strategic Allc Mod A LW -3.12 -6.60 -7.90 -8.65 1.27 2.16
Wilmington Strategic Allc Mod A -3.12 -6.60 -7.90 -8.65 1.27 2.16
MainStay Balanced B -2.94 -6.60 -8.60 -10.79 3.82 5.33
JHancock Balanced B -3.19 -6.60 -8.48 -9.70 3.44 4.49
George Putnam Balanced A Load Waived -2.90 -6.60 -8.09 -8.50 4.87 6.07
George Putnam Balanced A -2.90 -6.60 -8.09 -8.50 4.87 6.07
BlackRock 60/40 Target Allocation Inv C -3.15 -6.60 -8.11 -8.40 5.02 4.83
Fidelity Income Replacement 2036 -3.23 -6.61 -7.75 -7.45 3.78 4.53
1919 Socially Responsive Balanced I -2.69 -6.61 -7.98 -8.68 4.31 4.83
1919 Socially Responsive Balanced A LW -2.69 -6.61 -7.96 -8.85 4.07 4.54
1919 Socially Responsive Balanced A -2.69 -6.61 -7.96 -8.85 4.07 4.54
JHancock Balanced R1 -3.17 -6.62 -8.45 -9.42 3.82 4.88
George Putnam Balanced R -2.90 -6.62 -8.18 -8.70 4.60 5.81
Fidelity Advisor Income Repl 2036 I -3.22 -6.62 -7.76 -7.43 3.81 4.56
ESG Managers® Balanced Port A LW -2.85 -6.64 -8.04 -9.48 2.89 4.27
ESG Managers® Balanced Port A -2.85 -6.64 -8.04 -9.48 2.89 4.27
MassMutual Premier Balanced Adm -2.92 -6.65 -7.97 -8.73 3.88 5.38
JHancock Balanced C -3.18 -6.65 -8.52 -9.75 3.43 4.49
Great-West Moderate Profile I Init -3.05 -6.65 -7.89 -8.73 3.37 4.28
Fidelity Advisor Income Repl 2036 A LW -3.25 -6.65 -7.82 -7.70 3.52 4.27
Fidelity Advisor Income Repl 2036 A -3.25 -6.65 -7.82 -7.70 3.52 4.27
TIAA-CREF Managed Allc Inst -3.13 -6.66 -8.06 -7.31 3.75 5.28
Great-West Moderate Profile II Init -3.15 -6.66 -7.90 -8.58 3.51 4.46
MassMutual Premier Balanced R5 -2.84 -6.67 -7.92 -8.60 4.11 5.65
MassMutual Premier Balanced R4 -2.91 -6.67 -8.02 -8.95 --- ---
George Putnam Balanced B -2.99 -6.67 -8.30 -9.18 4.09 5.27
MassMutual Premier Balanced R3 -2.92 -6.68 -8.06 -9.07 --- ---
MassMutual Premier Balanced I -2.84 -6.68 -7.89 -8.50 --- ---
Great-West Moderate Profile II Instl -3.13 -6.68 -7.79 --- --- ---
Fidelity Advisor Income Repl 2036 T -3.28 -6.68 -7.89 -7.93 3.25 4.01
Voya Strategic Allocation Mod Port I -2.87 -6.69 -7.93 -8.62 3.78 4.84
Great-West Moderate Profile II L -3.20 -6.69 -7.96 -8.79 3.24 ---
George Putnam Balanced M -2.94 -6.69 -8.25 -8.95 4.35 5.55
Victory Strategic Allocation A LW -2.71 -6.70 -9.70 -7.43 5.00 5.29
Victory Strategic Allocation A -2.71 -6.70 -9.70 -7.43 5.00 5.29
George Putnam Balanced C -2.98 -6.70 -8.30 -9.15 4.10 5.29
ESG Managers® Balanced Port C -2.98 -6.71 -8.25 -10.17 2.12 3.49
Brown Advisory Multi-Strategy Instl -3.11 -6.71 -8.17 -9.53 --- ---
1919 Socially Responsive Balanced C -2.79 -6.71 -8.18 -9.59 3.31 3.81
1919 Socially Responsive Balanced B -2.73 -6.71 -8.01 -9.41 3.08 3.50
MassMutual Premier Balanced A LW -2.90 -6.72 -8.05 -8.98 3.60 5.12
MassMutual Premier Balanced A -2.90 -6.72 -8.05 -8.98 3.60 5.12
Janus Aspen Balanced Instl -3.14 -6.72 -7.19 -6.82 5.56 6.49
TIAA-CREF Managed Allc Retail -3.22 -6.73 -8.19 -7.54 3.45 5.01
Neiman Balanced Allocation A LW -3.39 -6.73 -7.77 -9.62 1.51 2.76
Neiman Balanced Allocation A -3.39 -6.73 -7.77 -9.62 1.51 2.76
Voya Strategic Allocation Mod Port S -2.89 -6.74 -7.97 -8.88 3.51 4.56
Victory Strategic Allocation I -2.70 -6.74 -9.68 -7.25 5.23 5.66
MassMutual Premier Balanced Svc -2.90 -6.74 -8.01 -8.74 3.97 5.51
Janus Balanced N -3.16 -6.74 -7.20 -6.77 5.59 ---
Fidelity Advisor Income Repl 2036 C -3.32 -6.74 -7.99 -8.38 2.74 3.49
RiverFront Moderate Growth & Income I -3.40 -6.75 -8.37 -8.57 2.52 3.61
RiverFront Moderate Growth & Income A LW -3.40 -6.75 -8.41 -8.80 2.26 3.36
RiverFront Moderate Growth & Income A -3.40 -6.75 -8.41 -8.80 2.26 3.36
Vantagepoint Model Port Tradtnl Gr TM -3.04 -6.76 -8.37 -9.40 --- ---
Janus Balanced T -3.19 -6.77 -7.28 -6.99 5.32 6.14
Janus Balanced I -3.19 -6.77 -7.26 -6.86 5.50 6.31
Janus Balanced D -3.19 -6.77 -7.25 -6.90 5.42 6.25
Victory Strategic Allocation R -2.78 -6.78 -9.82 -7.76 4.65 4.96
Janus Balanced S -3.20 -6.78 -7.32 -7.24 5.06 5.87
Janus Balanced A Load Waived -3.23 -6.78 -7.31 -7.12 5.20 6.01
Janus Balanced A -3.23 -6.78 -7.31 -7.12 5.20 6.01
Vantagepoint Model Port Tradtnl Gr Inv M -3.04 -6.80 -8.43 -9.61 2.62 3.86
RiverFront Moderate Growth & Income C -3.43 -6.80 -8.50 -9.44 1.49 2.60
Janus Balanced C -3.25 -6.82 -7.46 -7.73 4.45 5.24
Fidelity Advisor Income Repl 2038 I -3.33 -6.82 -7.97 -7.65 3.85 4.58
Victory Strategic Allocation C -2.81 -6.83 -9.89 -8.10 4.25 4.53
TIAA-CREF Managed Allc R -3.23 -6.84 -8.22 -7.64 3.47 5.00
T. Rowe Price Personal Strat Balanced -3.08 -6.84 -7.75 -8.00 3.97 5.31
Janus Balanced R -3.24 -6.84 -7.41 -7.47 4.80 5.60
Fidelity Income Replacement 2038 -3.33 -6.84 -7.99 -7.66 3.84 4.58
VALIC Company I Asset Allocation -3.51 -6.85 -9.16 -8.34 3.08 4.88
Putnam Dynamic Asset Allocation Bal Y -3.44 -6.85 -8.34 -7.93 5.73 6.27
Putnam Dynamic Asset Allocation Bal R6 -3.44 -6.85 -8.38 -7.89 5.84 ---
Putnam Dynamic Asset Allocation Bal R5 -3.44 -6.85 -8.40 -7.99 5.72 ---
Fidelity Advisor Income Repl 2038 A LW -3.35 -6.85 -8.03 -7.88 3.59 4.32
Fidelity Advisor Income Repl 2038 A -3.35 -6.85 -8.03 -7.88 3.59 4.32
BlackRock Balanced Capital Instl -3.39 -6.85 -7.85 -6.30 6.25 6.85
Ladenburg Growth & Income I -3.25 -6.86 -8.88 --- --- ---
Ladenburg Growth & Income A -3.25 -6.86 -8.97 --- --- ---
Fidelity Advisor Asset Manager® 60% T -3.46 -6.86 -8.14 -8.97 2.83 3.66
BlackRock Balanced Capital Inv A LW -3.36 -6.86 -7.88 -6.53 5.96 6.53
BlackRock Balanced Capital Inv A -3.36 -6.86 -7.88 -6.53 5.96 6.53
Pioneer Solutions Balanced Y -3.96 -6.87 -8.28 -8.87 2.39 3.40
Pioneer Solutions Balanced A LW -3.91 -6.87 -8.36 -9.09 2.12 3.10
Pioneer Solutions Balanced A -3.91 -6.87 -8.36 -9.09 2.12 3.10
Neiman Balanced Allocation C -3.51 -6.87 -7.97 -10.32 0.74 1.97
Pioneer Solutions Balanced R -3.83 -6.88 -8.35 --- --- ---
American Century One Choice Mod Inv -3.09 -6.88 -8.26 -9.30 3.22 4.92
TIAA-CREF Lifestyle Moderate Instl -3.32 -6.89 -8.33 -7.56 3.59 ---
Calvert Moderate Allocation A LW -2.80 -6.89 -8.81 -8.54 3.84 4.96
Calvert Moderate Allocation A -2.80 -6.89 -8.81 -8.54 3.84 4.96
T. Rowe Price Balanced I -3.01 -6.90 --- --- --- ---
Fidelity Advisor Income Repl 2038 T -3.38 -6.90 -8.10 -8.13 3.32 4.06
Fidelity Advisor Asset Manager® 60% I -3.43 -6.90 -8.02 -8.51 3.35 4.18
AB Balance Wealth Strategy I -3.31 -6.90 -8.61 -9.46 2.18 2.94
Putnam Dynamic Asset Allocation Bal R -3.47 -6.91 -8.51 -8.46 5.20 5.73
Poplar Forest Cornerstone Institutional -2.52 -6.91 -9.05 -10.62 --- ---
Oppenheimer Moderate Inv Y -3.53 -6.91 -8.21 -8.63 2.78 4.04
Fidelity Asset Manager® 60% -3.43 -6.91 -8.08 -8.49 3.39 4.24
American Century Strat Allc: Mod Inv -3.10 -6.91 -8.29 -9.46 2.90 4.61
American Century Strat Allc: Mod Instl -3.10 -6.91 -8.24 -9.28 3.11 4.81
American Century Strat Allc: Mod R6 -3.11 -6.92 -8.35 -9.17 --- ---
Fidelity Advisor Asset Manager® 60% A LW -3.54 -6.93 -8.15 -8.81 3.07 3.92
Fidelity Advisor Asset Manager® 60% A -3.54 -6.93 -8.15 -8.81 3.07 3.92
BlackRock Balanced Capital R -3.43 -6.93 -8.01 -6.86 5.58 6.14
American Century Strat Allc: Mod A LW -3.27 -6.93 -8.39 -9.81 2.62 4.34
American Century Strat Allc: Mod A -3.27 -6.93 -8.39 -9.81 2.62 4.34
AB Balance Wealth Strategy K -3.32 -6.93 -8.68 -9.74 1.83 2.60
T. Rowe Price Balanced -3.06 -6.94 -7.79 -7.75 4.53 5.63
Putnam Dynamic Asset Allocation Bal A LW -3.52 -6.94 -8.42 -8.18 5.45 6.00
Putnam Dynamic Asset Allocation Bal A -3.52 -6.94 -8.42 -8.18 5.45 6.00
Oppenheimer Moderate Inv A Load Waived -3.45 -6.94 -8.23 -8.83 2.53 3.79
Oppenheimer Moderate Inv A -3.45 -6.94 -8.23 -8.83 2.53 3.79
Fidelity Advisor Income Repl 2038 C -3.44 -6.94 -8.22 -8.59 2.80 3.54
Putnam Dynamic Asset Allocation Bal M -3.53 -6.95 -8.50 -8.67 4.94 5.47
BlackRock Balanced Capital Inv C -3.48 -6.95 -8.11 -7.28 5.13 5.69
American Century Strat Allc: Mod R -3.13 -6.95 -8.35 -9.95 2.42 4.07
AB Balance Wealth Strategy Advisor -3.38 -6.95 -8.70 -9.55 2.19 2.95
Putnam Dynamic Asset Allocation Bal C -3.53 -6.96 -8.58 -8.86 4.67 5.20
Poplar Forest Cornerstone A Load Waived -2.57 -6.96 -9.12 -10.83 --- ---
Poplar Forest Cornerstone A -2.57 -6.96 -9.12 -10.83 --- ---
Arrow DWA Balanced Institutional -3.45 -6.96 -7.80 -10.25 1.53 ---
American Century Strat Allc: Mod C -3.29 -6.96 -8.51 -10.45 1.90 3.55
American Century One Choice Mod R -3.17 -6.96 -8.45 --- --- ---
TIAA-CREF Lifestyle Moderate Retirement -3.32 -6.97 -8.40 -7.80 3.35 ---
TIAA-CREF Lifestyle Moderate Premier -3.41 -6.97 -8.45 -7.71 3.40 ---
TIAA-CREF Lifestyle Moderate Advisor -3.41 -6.97 --- --- --- ---
Putnam Dynamic Asset Allocation Bal B -3.54 -6.97 -8.57 -8.86 4.67 5.22
TIAA-CREF Lifestyle Moderate Retail -3.41 -6.98 -8.41 -7.83 3.29 ---
Oppenheimer Moderate Inv R -3.57 -6.98 -8.38 -9.14 2.25 3.52
Oppenheimer Moderate Inv C -3.61 -6.98 -8.47 -9.50 1.77 3.01
Ladenburg Growth & Income C -3.36 -6.98 -9.18 --- --- ---
Fidelity Advisor Asset Manager® 60% B -3.52 -6.98 -8.30 -9.44 2.28 3.13
BlackRock Balanced Capital Inv B -3.50 -6.98 -8.20 -7.57 4.83 5.43
AB Balance Wealth Strategy A LW -3.39 -6.99 -8.71 -9.70 1.92 2.67
AB Balance Wealth Strategy A -3.39 -6.99 -8.71 -9.70 1.92 2.67
Calvert Moderate Allocation C -2.92 -7.00 -8.99 -9.23 3.04 4.18
Oppenheimer Moderate Inv B -3.59 -7.01 -8.42 -9.53 1.75 2.96
Fidelity Advisor Asset Manager® 60% C -3.59 -7.01 -8.33 -9.49 2.27 3.11
Arrow DWA Balanced A Load Waived -3.47 -7.01 -7.85 -10.52 1.28 2.23
Arrow DWA Balanced A -3.47 -7.01 -7.85 -10.52 1.28 2.23
AB Balance Wealth Strategy R -3.40 -7.01 -8.81 -10.06 1.51 2.28
SunAmerica Focused Balanced Strategy A -2.76 -7.03 -9.67 -10.63 2.91 3.38
SunAmerica Focused Balanced Strateg A LW -2.76 -7.03 -9.67 -10.63 2.91 3.38
AB Balance Wealth Strategy C -3.42 -7.03 -8.86 -10.38 1.19 1.94
Pioneer Solutions Balanced C -4.04 -7.04 -8.61 -9.79 1.40 2.37
SunAmerica Focused Balanced Strategy C -2.77 -7.06 -9.79 -11.21 2.26 2.73
Fidelity Income Replacement 2040 -3.44 -7.06 -8.21 -7.86 3.94 4.68
Fidelity Advisor Income Repl 2040 I -3.44 -7.06 -8.21 -7.86 3.94 4.68
AB Balance Wealth Strategy B -3.48 -7.07 -8.92 -10.44 1.16 1.91
SunAmerica Focused Balanced Strategy B -2.78 -7.08 -9.76 -11.21 2.23 2.70
Fidelity Advisor Income Repl 2040 A LW -3.47 -7.08 -8.26 -8.10 3.68 4.42
Fidelity Advisor Income Repl 2040 A -3.47 -7.08 -8.26 -8.10 3.68 4.42
VALIC Company II Moderate Gr Lifestyle -3.60 -7.09 -8.58 -9.21 2.68 4.56
GE Instl Strategic Investment Inv -3.28 -7.09 -8.77 -9.06 2.87 3.84
Arrow DWA Balanced C -3.55 -7.09 -7.97 -11.10 0.52 1.48
Fidelity Advisor Income Repl 2040 T -3.49 -7.11 -8.33 -8.33 3.42 4.16
GE Instl Strategic Investment Svc -3.39 -7.14 -8.84 -9.28 2.61 3.58
Dreyfus Balanced Opportunity J -3.07 -7.14 -9.23 -8.20 4.78 5.46
Dreyfus Balanced Opportunity A LW -3.07 -7.15 -9.25 -8.44 4.54 5.23
Dreyfus Balanced Opportunity A -3.07 -7.15 -9.25 -8.44 4.54 5.23
Vanguard STAR Inv -3.35 -7.17 -8.26 -8.28 4.22 5.60
Fidelity Advisor Income Repl 2040 C -3.54 -7.17 -8.44 -8.78 2.91 3.64
Dreyfus Balanced Opportunity Z -3.13 -7.18 -9.27 -8.32 4.68 5.30
Dreyfus Balanced Opportunity I -3.12 -7.19 -9.27 -8.24 4.78 5.48
Voya Solution Balanced Port I -3.32 -7.20 -8.52 -8.64 3.44 4.37
Elfun Diversified -3.39 -7.20 -8.85 -9.23 2.84 3.80
Oakmark Equity & Income I -2.57 -7.21 -9.55 -12.00 3.89 4.85
Greenspring -2.33 -7.21 -9.45 -12.30 -0.83 1.63
Hartford Checks and Balances R5 -3.06 -7.23 -8.49 -7.66 5.74 5.97
Hartford Checks and Balances A LW -3.07 -7.23 -8.48 -7.91 5.48 5.70
Hartford Checks and Balances A -3.07 -7.23 -8.48 -7.91 5.48 5.70
Voya Solution Balanced Port A -3.33 -7.24 -8.60 -9.03 2.95 3.86
Oakmark Equity & Income II -2.58 -7.24 -9.60 -12.29 3.56 4.51
Voya Solution Balanced Port S -3.39 -7.25 -8.59 -8.87 3.16 4.10
Hartford Checks and Balances R4 -3.07 -7.25 -8.51 -7.98 5.42 5.66
Voya Solution Balanced Port S2 -3.40 -7.26 -8.61 -9.01 3.03 3.95
Hartford Checks and Balances R3 -3.08 -7.26 -8.57 -8.25 5.09 5.34
Federated MDT Balanced Instl -3.61 -7.26 -9.09 -10.19 4.85 5.21
Dreyfus Balanced Opportunity C -3.16 -7.27 -9.48 -9.14 3.73 4.42
BMO Balanced Allocation I -3.39 -7.29 -8.93 -10.19 --- ---
Fidelity Income Replacement 2042 -3.59 -7.31 -8.49 -8.10 4.06 4.80
Fidelity Advisor Income Repl 2042 I -3.59 -7.31 -8.47 -8.10 4.07 4.80
Hartford Checks and Balances I -3.06 -7.32 -8.53 -7.79 5.72 5.96
BNY Mellon Asset Allocation M -3.52 -7.33 -8.87 -9.94 2.60 3.08
Fidelity Advisor Income Repl 2042 A LW -3.60 -7.34 -8.53 -8.34 3.80 4.54
Fidelity Advisor Income Repl 2042 A -3.60 -7.34 -8.53 -8.34 3.80 4.54
Federated MDT Balanced A Load Waived -3.68 -7.34 -9.17 -10.43 4.58 4.95
Federated MDT Balanced A -3.68 -7.34 -9.17 -10.43 4.58 4.95
Fidelity Advisor Income Repl 2042 T -3.62 -7.36 -8.59 -8.57 3.54 4.28
Hartford Checks and Balances B -3.08 -7.37 -8.72 -8.65 4.63 4.85
BNY Mellon Asset Allocation Inv -3.60 -7.37 -8.87 -10.17 2.36 2.83
Hartford Checks and Balances C -3.19 -7.38 -8.70 -8.64 4.66 4.92
Virtus Balanced A Load Waived -3.58 -7.39 -8.97 -11.85 1.31 3.38
Virtus Balanced A -3.58 -7.39 -8.97 -11.85 1.31 3.38
BMO Balanced Allocation Y -3.50 -7.39 -9.02 -10.46 --- ---
BMO Balanced Allocation R6 -3.39 -7.39 -8.89 -10.15 --- ---
BMO Balanced Allocation R3 -3.50 -7.39 -8.98 -10.70 --- ---
Federated MDT Balanced R -3.68 -7.40 -9.26 -10.68 4.30 4.58
Fidelity Advisor Income Repl 2042 C -3.67 -7.41 -8.71 -9.02 3.03 3.76
Dreyfus Growth Allocation -3.03 -7.41 -9.13 -9.54 3.09 3.95
Virtus Balanced C -3.61 -7.45 -9.15 -12.48 0.54 2.60
Federated MDT Balanced C -3.72 -7.47 -9.34 -11.16 3.78 4.15
JHancock Lifestyle Balanced R5 -3.78 -7.48 -9.16 -9.55 2.30 3.73
JHancock Lifestyle Balanced A LW -3.78 -7.48 -9.24 -9.83 1.99 3.37
JHancock Lifestyle Balanced A -3.78 -7.48 -9.24 -9.83 1.99 3.37
JHancock Lifestyle Balanced R4 -3.79 -7.49 -9.22 -9.73 2.11 3.50
ICON Risk-Managed Balanced S -4.13 -7.49 -8.91 -8.48 2.73 3.45
Frost Moderate Allocation Instl -3.57 -7.49 -8.69 -9.74 2.53 3.53
Virtus Balanced B -3.68 -7.51 -9.20 -12.56 0.54 2.59
JHancock Lifestyle Balanced R6 -3.80 -7.51 -9.19 -9.45 2.38 ---
JHancock Lifestyle Balanced R2 -3.80 -7.51 -9.24 -9.92 1.84 ---
JHancock Lifestyle Balanced R1 -3.80 -7.51 -9.30 -10.15 1.58 2.98
JHancock Lifestyle Balanced I -3.80 -7.51 -9.15 --- --- ---
JHancock Lifestyle Balanced 5 -3.73 -7.51 -9.12 -9.50 2.39 3.82
JHancock Lifestyle Balanced 1 -3.80 -7.52 -9.20 -9.56 2.34 3.77
Franklin Moderate Allocation Advisor -3.59 -7.52 -8.98 -9.91 1.83 2.96
ICON Risk-Managed Balanced A LW -4.16 -7.53 -8.97 -8.71 2.49 3.21
ICON Risk-Managed Balanced A -4.16 -7.53 -8.97 -8.71 2.49 3.21
Deutsche Multi-Asset Moderate Allc A LW -3.44 -7.54 -9.65 -9.69 3.21 3.61
Deutsche Multi-Asset Moderate Allc A -3.44 -7.54 -9.65 -9.69 3.21 3.61
Deutsche Multi-Asset Moderate Allc S -3.44 -7.55 -9.53 -9.46 3.48 3.86
Schwab Balanced -3.82 -7.56 -8.94 -7.39 4.96 5.91
Prudential Moderate Allocation Z -3.78 -7.56 -9.04 -10.39 2.30 3.68
Prudential Moderate Allocation A LW -3.78 -7.56 -9.09 -10.62 2.05 3.42
Prudential Moderate Allocation A -3.78 -7.56 -9.09 -10.62 2.05 3.42
JHancock Lifestyle Balanced R3 -3.79 -7.56 -9.32 -10.05 1.69 3.10
Frost Moderate Allocation Investor -3.65 -7.58 -8.76 -10.01 2.24 3.24
Prudential Moderate Allocation R -3.79 -7.59 -9.11 -10.96 1.72 3.11
Franklin Moderate Allocation A LW -3.67 -7.59 -9.06 -10.20 1.56 2.68
Franklin Moderate Allocation A -3.67 -7.59 -9.06 -10.20 1.56 2.68
Wells Fargo Growth Balanced Admin -3.67 -7.60 -8.82 -8.05 5.54 6.00
Wells Fargo Growth Balanced A LW -3.65 -7.61 -8.89 -8.27 5.28 5.74
Wells Fargo Growth Balanced A -3.65 -7.61 -8.89 -8.27 5.28 5.74
JHancock Lifestyle Balanced C -3.85 -7.61 -9.41 -10.50 1.23 2.63
SEI Aggressive Strategy I (SAAT) -3.16 -7.62 -9.94 -12.18 1.55 3.57
JHancock Lifestyle Balanced B -3.85 -7.62 -9.42 -10.51 1.21 2.61
ICON Risk-Managed Balanced C -4.26 -7.62 -9.14 -9.36 1.71 2.44
Franklin Moderate Allocation R -3.75 -7.62 -9.16 -10.43 1.29 2.43
Franklin Moderate Allocation C -3.77 -7.65 -9.29 -10.89 0.77 1.91
Prudential Moderate Allocation B -3.79 -7.66 -9.26 -11.23 1.29 2.64
New Century Balanced -3.62 -7.66 -9.42 -11.98 1.61 3.24
Columbia Flexible Capital Income R5 -4.81 -7.66 -11.71 -14.71 0.79 ---
Wells Fargo Growth Balanced B -3.72 -7.67 -9.05 -8.95 4.49 4.94
SEI Aggressive Strategy A (SAAT) -3.17 -7.67 -9.95 -12.04 1.77 3.81
Prudential Moderate Allocation C -3.87 -7.67 -9.27 -11.30 1.26 2.64
Disciplined Growth Investors -3.05 -7.68 -10.68 -11.41 5.06 ---
Wells Fargo Growth Balanced C -3.72 -7.69 -9.05 -8.94 4.50 4.96
SEI Aggressive Strategy D (SAAT) -3.26 -7.70 -10.09 -12.65 1.01 ---
Columbia Flexible Capital Income Z -4.85 -7.71 -11.74 -14.82 0.70 ---
Columbia Flexible Capital Income W -4.84 -7.71 -11.78 -14.94 0.44 ---
Columbia Flexible Capital Income R -4.85 -7.71 -11.86 -15.18 0.18 ---
Pacific Funds Port Optim Mod Adv -3.79 -7.73 -9.25 -8.99 1.47 ---
Pacific Funds Port Optim Mod A LW -3.79 -7.73 -9.29 -9.23 1.26 3.31
Pacific Funds Port Optim Mod A -3.79 -7.73 -9.29 -9.23 1.26 3.31
Fidelity® Balanced K -3.64 -7.73 -8.79 -8.00 5.93 6.65
Fidelity® Balanced -3.64 -7.73 -8.85 -8.08 5.82 6.53
Deutsche Multi-Asset Moderate Allc C -3.54 -7.73 -9.89 -10.38 2.42 2.82
Pacific Funds Port Optim Mod R -3.79 -7.74 -9.37 -9.43 1.01 3.08
Columbia Flexible Capital Income R4 -4.91 -7.75 -11.74 -14.79 0.72 ---
Fidelity Advisor® Balanced Z -3.67 -7.78 -8.85 -8.11 --- ---
Fidelity Advisor® Balanced I -3.67 -7.78 -8.88 -8.23 5.66 6.40
Columbia Flexible Capital Income I -4.93 -7.79 -11.76 -14.58 0.86 ---
Columbia Flexible Capital Income A LW -4.94 -7.80 -11.80 -15.03 0.44 ---
Columbia Flexible Capital Income A -4.94 -7.80 -11.80 -15.03 0.44 ---
Transamerica Asset Allc Mod Gr I -3.79 -7.81 -9.12 -9.19 3.91 4.35
Columbia Capital Allocation Mod Agrsv R -3.94 -7.81 -8.91 -8.96 3.18 4.26
Columbia Capital Allocation Mod Agrsv Z -3.94 -7.82 -8.88 -8.57 3.66 4.77
Columbia Capital Allocation Mod Agrsv Y -3.98 -7.82 -8.86 -8.47 --- ---
Columbia Capital Allocation Mod Agrsv K -3.94 -7.82 -8.84 -8.71 --- ---
Fidelity Advisor® Balanced T -3.69 -7.83 -9.01 -8.65 5.15 5.88
Columbia Capital Allocation Mod Agrsv R4 -3.90 -7.83 -8.80 -8.57 3.72 ---
Osterweis Strategic Investment -4.71 -7.84 -10.01 -14.44 2.53 5.30
Columbia Flexible Capital Income C -4.97 -7.84 -11.95 -15.68 -0.29 ---
Columbia Capital Allocation Mod Agrsv R5 -3.99 -7.84 -8.86 -8.49 3.80 ---
Fidelity Advisor® Balanced A LW -3.73 -7.85 -8.99 -8.49 5.37 6.10
Fidelity Advisor® Balanced A -3.73 -7.85 -8.99 -8.49 5.37 6.10
Transamerica Asset Allc Mod Gr A LW -3.78 -7.87 -9.21 -9.40 3.62 4.03
Transamerica Asset Allc Mod Gr A -3.78 -7.87 -9.21 -9.40 3.62 4.03
Pacific Funds Port Optim Mod B -3.90 -7.87 -9.56 -10.01 0.52 2.57
MainStay Moderate Allocation I -3.94 -7.87 -9.70 -10.31 3.07 4.75
Buffalo Flexible Income -3.50 -7.87 -10.12 -10.29 1.45 5.01
Pacific Funds Port Optim Mod C -3.91 -7.88 -9.57 -10.03 0.51 2.58
Fidelity® Puritan® K -3.90 -7.88 -8.77 -7.15 6.41 6.76
Columbia Capital Allocation Mod Agrsv T -3.93 -7.88 -8.92 -8.79 3.40 ---
Columbia Capital Allocation Mod Agrsv A -3.93 -7.88 -8.92 -8.79 3.43 4.51
Columbia Capital Allocation Mod Agr A LW -3.93 -7.88 -8.92 -8.79 3.43 4.51
Fidelity Advisor® Balanced B -3.78 -7.89 -9.14 -9.22 4.52 5.24
Columbia Capital Allocation Mod Agrsv B -3.98 -7.89 -9.04 -9.46 2.65 3.73
Transamerica Asset Allc Mod Gr R -3.87 -7.90 -9.28 -9.67 3.38 3.82
Fidelity Advisor® Balanced C -3.75 -7.90 -9.17 -9.17 4.58 5.31
MainStay Moderate Allocation Inv -3.96 -7.91 -9.86 -10.73 2.64 4.29
MainStay Moderate Allocation A LW -3.96 -7.91 -9.77 -10.51 2.81 4.48
MainStay Moderate Allocation A -3.96 -7.91 -9.77 -10.51 2.81 4.48
Lord Abbett Multi-Asset Balanced Opp R2 -4.07 -7.92 -10.18 -13.94 0.94 2.73
JPMorgan Diversified A Load Waived -3.96 -7.92 -9.41 -10.37 3.18 4.72
JPMorgan Diversified A -3.96 -7.92 -9.41 -10.37 3.18 4.72
Fidelity® Puritan® -3.90 -7.92 -8.79 -7.19 6.30 6.65
Lord Abbett Multi-Asset Balanced Opp R6 -4.09 -7.93 -10.11 --- --- ---
Lord Abbett Multi-Asset Balanced Opp R5 -4.09 -7.93 -10.12 --- --- ---
Lord Abbett Multi-Asset Balanced Opp I -4.09 -7.93 -10.04 -13.41 1.57 3.36
Columbia Capital Allocation Mod Agrsv C -4.00 -7.93 -9.06 -9.47 2.67 3.74
Lord Abbett Multi-Asset Balanced Opp F -4.10 -7.94 -10.15 -13.51 1.44 3.24
JPMorgan Diversified Sel -4.01 -7.94 -9.37 -10.16 3.42 4.98
Lord Abbett Multi-Asset Balanced Opp R4 -4.11 -7.95 -10.08 --- --- ---
Lord Abbett Multi-Asset Balanced Opp A -4.11 -7.95 -10.09 -13.62 1.29 3.08
Lord Abbett Multi-Asset Balanced Op A LW -4.11 -7.95 -10.09 -13.62 1.29 3.08
JPMorgan Diversified Instl -3.95 -7.95 -9.32 -9.95 3.68 5.23
Transamerica Asset Allc Mod Gr C -3.95 -7.96 -9.42 -10.14 2.86 3.30
Wells Fargo WealthBuilder Gr Bal Port WB -4.00 -7.97 -9.84 -10.28 2.24 3.00
MainStay Moderate Allocation C -3.99 -7.98 -9.96 -11.39 1.88 3.53
MainStay Moderate Allocation B -4.07 -7.98 -10.03 -11.39 1.88 3.52
Lord Abbett Multi-Asset Balanced Opp R3 -4.14 -7.98 -10.16 -13.84 1.05 2.85
Transamerica Asset Allc Mod Gr B -3.89 -7.99 -9.44 -10.21 2.79 3.23
Lord Abbett Multi-Asset Balanced Opp P -4.14 -7.99 -10.17 -13.83 1.09 2.91
Lord Abbett Multi-Asset Balanced Opp B -4.08 -8.00 -10.25 -14.27 0.55 2.34
Ascendant Balanced I -4.13 -8.00 -10.43 -11.20 1.44 ---
Ascendant Balanced A Load Waived -4.14 -8.02 -10.51 -11.41 1.19 ---
Ascendant Balanced A -4.14 -8.02 -10.51 -11.41 1.19 ---
Vantagepoint Diversifying Strategies T -4.70 -8.04 -10.15 -10.15 -0.55 0.42
Savos Dynamic Hedging -3.27 -8.04 -10.34 --- --- ---
JPMorgan Diversified C -4.06 -8.04 -9.53 -10.84 2.65 4.19
Lord Abbett Multi-Asset Balanced Opp C -4.19 -8.05 -10.30 -14.31 0.54 2.34
Ascendant Balanced C -4.23 -8.11 -10.62 -12.05 0.41 ---
SunAmerica Focused Multi-Asset Strat A -3.33 -8.17 -11.18 -12.17 2.39 1.89
SunAmerica Focused Multi-Asset Stra A LW -3.33 -8.17 -11.18 -12.17 2.39 1.89
Fidelity Advisor Asset Manager® 70% I -4.10 -8.17 -9.49 -9.90 3.58 4.26
Fidelity Asset Manager® 70% -4.05 -8.18 -9.46 -9.87 3.63 4.31
Fidelity Advisor Asset Manager® 70% A LW -4.10 -8.18 -9.53 -10.12 3.33 3.99
Fidelity Advisor Asset Manager® 70% A -4.10 -8.18 -9.53 -10.12 3.33 3.99
Two Oaks Diversified Growth & Income A -4.63 -8.19 -10.29 -9.60 1.45 3.80
Two Oaks Diversified Growth & Incom A LW -4.63 -8.19 -10.29 -9.60 1.45 3.80
Roumell Opportunistic Value A LW -5.08 -8.20 -16.10 -25.69 -11.54 -5.49
Roumell Opportunistic Value A -5.08 -8.20 -16.10 -25.69 -11.54 -5.49
AllianzGI Income & Growth Institutional -4.70 -8.22 -10.27 -10.97 2.68 3.73
Fidelity Advisor Asset Manager® 70% T -4.15 -8.23 -9.60 -10.42 3.04 3.70
SunAmerica Focused Multi-Asset Strat B -3.40 -8.24 -11.34 -12.77 1.69 1.20
Two Oaks Diversified Growth & Income C -4.57 -8.25 -10.39 -10.23 0.71 ---
SunAmerica Focused Multi-Asset Strat C -3.40 -8.25 -11.39 -12.76 1.73 1.23
AllianzGI Income & Growth R -4.81 -8.25 -10.39 -11.51 2.06 ---
Roumell Opportunistic Value Instl -5.18 -8.26 -16.06 -25.59 -11.39 -5.30
Roumell Opportunistic Value C -5.09 -8.26 -16.20 -26.22 --- ---
JPMorgan Investor Growth & Income Sel -3.92 -8.26 -9.73 -9.85 4.08 5.03
AllianzGI Income & Growth P -4.73 -8.28 -10.35 -11.07 2.58 3.62
AllianzGI Income & Growth C -4.82 -8.29 -10.51 -11.90 1.57 2.60
Fidelity Advisor Asset Manager® 70% B -4.20 -8.30 -9.76 -10.92 2.43 3.11
Fidelity Advisor Asset Manager® 70% C -4.17 -8.31 -9.71 -10.84 2.53 3.20
JPMorgan Investor Growth & Income A LW -4.00 -8.33 -9.84 -10.16 3.78 4.76
JPMorgan Investor Growth & Income A -4.00 -8.33 -9.84 -10.16 3.78 4.76
AllianzGI Income & Growth A Load Waived -4.82 -8.34 -10.38 -11.30 2.30 3.36
AllianzGI Income & Growth A -4.82 -8.34 -10.38 -11.30 2.30 3.36
JPMorgan Investor Growth & Income C -4.03 -8.36 -9.96 -10.60 3.26 4.21
Plumb Balanced -4.74 -8.39 -9.62 -9.54 5.25 4.42
FPA Crescent -4.24 -8.40 -9.70 -10.34 3.66 5.26
HSBC World Selection Balanced Strat A LW -3.64 -8.42 -10.30 -12.81 0.16 2.14
HSBC World Selection Balanced Strat A -3.64 -8.42 -10.30 -12.81 0.16 2.14
Virtus Tactical Allocation A LW -4.17 -8.43 -10.38 -13.49 0.92 3.29
Virtus Tactical Allocation A -4.17 -8.43 -10.38 -13.49 0.92 3.29
QS Legg Mason Moderate Growth I -3.94 -8.44 -10.24 -10.45 3.05 4.57
Brookfield Real Assets Securities C -4.89 -8.44 -12.26 -21.79 --- ---
Brookfield Real Assets Securities A LW -4.77 -8.44 -12.21 -21.33 --- ---
Brookfield Real Assets Securities A -4.77 -8.44 -12.21 -21.33 --- ---
Nuveen Strategy Growth Allocation R3 -4.28 -8.46 -10.21 -10.88 2.61 3.58
Brookfield Real Assets Securities Y -4.78 -8.46 -12.22 -21.20 --- ---
Virtus Tactical Allocation C -4.19 -8.47 -10.56 -14.16 0.13 2.51
Brookfield Real Assets Securities I -4.79 -8.47 -12.23 -21.30 --- ---
Ivy Balanced R6 -4.91 -8.48 -10.43 -9.67 --- ---
Nuveen Strategy Growth Allocation I -4.21 -8.49 -10.16 -10.46 3.15 4.10
QS Legg Mason Moderate Growth A LW -4.05 -8.50 -10.37 -10.72 2.80 4.30
QS Legg Mason Moderate Growth A -4.05 -8.50 -10.37 -10.72 2.80 4.30
HSBC World Selection Balanced Strat B -3.64 -8.50 -10.42 -13.48 -0.59 1.38
Nuveen Strategy Growth Allocation A LW -4.32 -8.52 -10.23 -10.74 2.86 3.83
Nuveen Strategy Growth Allocation A -4.32 -8.52 -10.23 -10.74 2.86 3.83
Ivy Balanced Y -4.96 -8.52 -10.50 -10.04 4.77 5.80
Ivy Balanced A Load Waived -4.91 -8.52 -10.51 -10.05 4.77 5.78
Ivy Balanced A -4.91 -8.52 -10.51 -10.05 4.77 5.78
Ivy Balanced I -4.92 -8.53 -10.48 -9.82 5.02 6.06
Virtus Tactical Allocation B -4.23 -8.54 -10.64 -14.22 0.13 2.52
QS Legg Mason Moderate Growth R -4.07 -8.54 -10.46 -11.07 --- ---
HSBC World Selection Balanced Strat C -3.72 -8.56 -10.47 -13.45 -0.61 1.37
QS Legg Mason Moderate Growth B -4.07 -8.59 -10.51 -11.57 1.82 3.35
Ivy Balanced R -5.00 -8.60 -10.59 -10.36 4.40 ---
Ivy Balanced C -4.98 -8.60 -10.65 -10.68 4.03 5.05
QS Legg Mason Moderate Growth C -4.12 -8.62 -10.52 -11.34 2.08 3.60
Ivy Balanced B -5.00 -8.62 -10.70 -10.70 3.99 4.97
Nuveen Strategy Growth Allocation C -4.34 -8.64 -10.43 -11.40 2.08 3.06
UBS US Allocation P -4.38 -8.65 -10.06 -8.12 5.91 6.36
Waddell & Reed Continental Inc Y -5.01 -8.66 -10.76 -10.08 5.01 6.14
Calamos Growth & Income R -3.72 -8.66 -9.94 -7.48 3.53 3.24
Calamos Growth & Income A Load Waived -3.73 -8.66 -9.90 -7.29 3.77 3.49
Calamos Growth & Income A -3.73 -8.66 -9.90 -7.29 3.77 3.49
Calamos Growth & Income I -3.71 -8.67 -9.89 -7.11 4.02 3.73
UBS US Allocation A Load Waived -4.40 -8.70 -10.12 -8.36 5.62 6.06
UBS US Allocation A -4.40 -8.70 -10.12 -8.36 5.62 6.06
Waddell & Reed Continental Inc B -5.06 -8.76 -11.00 -11.26 3.59 4.66
Waddell & Reed Continental Inc A LW -5.12 -8.77 -10.80 -10.34 4.68 5.81
Waddell & Reed Continental Inc A -5.12 -8.77 -10.80 -10.34 4.68 5.81
UBS US Allocation C -4.46 -8.77 -10.30 -9.04 4.83 5.27
VY Invesco Equity and Income I -4.30 -8.78 -11.19 -10.54 4.73 5.39
Calamos Growth & Income B -3.78 -8.79 -10.13 -8.04 3.23 2.93
VY Invesco Equity and Income S -4.31 -8.80 -11.23 -10.78 4.46 5.13
Waddell & Reed Continental Inc C -5.14 -8.81 -10.99 -11.08 3.82 4.90
VY Invesco Equity and Income S2 -4.32 -8.82 -11.27 -10.89 4.32 4.98
Calamos Growth & Income C -3.78 -8.82 -10.16 -8.07 2.98 2.69
InvestEd Balanced Load Waived -4.31 -8.83 -10.06 -9.13 3.51 3.74
InvestEd Balanced -4.31 -8.83 -10.06 -9.13 3.51 3.74
Invesco Equity and Income Y -4.36 -8.84 -11.30 -10.67 4.94 5.58
Invesco Equity and Income R6 -4.36 -8.84 -11.26 -10.51 5.08 ---
Invesco Equity and Income R5 -4.36 -8.84 -11.29 -10.60 4.98 5.68
Invesco Equity and Income A Load Waived -4.36 -8.84 -11.27 -10.80 4.68 5.31
Invesco Equity and Income A -4.36 -8.84 -11.27 -10.80 4.68 5.31
Dodge & Cox Balanced -4.72 -8.84 -11.26 -11.26 5.48 6.45
VY Invesco Equity and Income A -4.32 -8.85 -11.30 -11.00 4.20 4.87
Invesco Equity and Income C -4.33 -8.88 -11.46 -11.50 3.90 4.56
Invesco Equity and Income R -4.34 -8.89 -11.37 -11.07 4.41 5.06
Invesco Equity and Income B -4.35 -8.93 -11.52 -11.47 3.91 4.75
Hotchkis & Wiley Capital Income I -5.42 -9.00 -13.54 -17.11 2.14 5.44
Transamerica Asset Allc Interm/Long Hrzn -4.64 -9.07 -11.12 -10.46 2.92 4.15
Hotchkis & Wiley Capital Income A LW -5.53 -9.07 -13.56 -17.37 1.88 ---
Hotchkis & Wiley Capital Income A -5.53 -9.07 -13.56 -17.37 1.88 ---
Villere Balanced Inv -3.90 -9.13 -14.91 -17.89 -1.53 4.86
Transamerica Instl Asst Allc Itm/Lg Hrzn -4.66 -9.14 -11.10 -10.24 3.20 4.43
RiverNorth Core Opportunity I -6.53 -9.92 -11.47 -15.99 --- ---
RiverNorth Core Opportunity R -6.63 -10.02 -11.56 -16.18 -0.41 2.54
Worthington Value Line Dynamic Opp Inv -6.07 -10.14 -10.61 -17.19 --- ---
Worthington Value Line Dynamic Opp Instl -6.07 -10.14 --- --- --- ---
Catalyst/SMH Total Return Income A LW -8.64 -10.23 -17.77 -34.99 -13.86 -9.22
Catalyst/SMH Total Return Income A -8.64 -10.23 -17.77 -34.99 -13.86 -9.22
Catalyst/SMH Total Return Income I -8.65 -10.24 -17.98 -34.90 --- ---
Catalyst/SMH Total Return Income C -8.43 -10.28 -17.93 -35.37 -14.52 -9.90
Highland Total Return Y -5.87 -10.33 -10.36 -11.56 1.43 2.54
Highland Total Return R -5.93 -10.38 -10.47 -11.99 0.96 2.05
Highland Total Return A Load Waived -5.96 -10.38 -10.44 -11.78 1.18 2.28
Highland Total Return A -5.96 -10.38 -10.44 -11.78 1.18 2.28
Highland Total Return C -5.99 -10.44 -10.56 -12.39 0.43 1.52
Value Line Income & Growth Institutional -5.97 -10.75 -12.86 --- --- ---
Value Line Income & Growth Investor -6.04 -10.78 -12.13 -12.01 3.98 4.49
Camelot Premium Return A Load Waived -8.05 -13.92 -19.39 -24.63 -2.88 1.40
Camelot Premium Return A -8.05 -13.92 -19.39 -24.63 -2.88 1.40
Camelot Premium Return C -7.98 -13.99 -19.47 -25.16 -3.59 0.68
Fairholme Allocation -11.44 -16.75 -27.80 -27.86 -6.00 -2.62
Forward Select Opportunity Institutional -13.44 -17.49 -23.44 -27.83 --- ---
Forward Select Opportunity Investor -13.49 -17.53 -23.52 -28.10 --- ---
Forward Select Opportunity A LW -13.49 -17.54 -23.53 -28.20 --- ---
Forward Select Opportunity A -13.49 -17.54 -23.53 -28.20 --- ---
Forward Select Opportunity C -13.51 -17.56 -23.62 -28.50 --- ---
Scharf Balanced Opportunity Retail --- --- --- --- --- ---
QS Legg Mason Dynamic Multi-Strategy R --- --- --- --- --- ---
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