Welcome! Please Log In
Search
Data through 7/22/2016. 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 2.64 5.61 3.04 1.39 5.33 6.41
Catalyst/SMH Total Return Income I 6.73 20.81 11.83 -0.04 -8.28 ---
Catalyst/SMH Total Return Income A LW 6.69 20.60 11.73 -0.07 -8.45 -2.68
Catalyst/SMH Total Return Income A 6.69 20.60 11.73 -0.07 -8.45 -2.68
Catalyst/SMH Total Return Income C 6.35 19.86 11.25 -1.08 -9.22 -3.42
Camelot Premium Return A Load Waived 5.39 15.12 4.49 3.13 5.23 6.74
Camelot Premium Return A 5.39 15.12 4.49 3.13 5.23 6.74
Brookfield Real Assets Securities I 3.45 14.88 6.99 3.22 --- ---
Brookfield Real Assets Securities Y 3.44 14.86 6.99 3.22 --- ---
Brookfield Real Assets Securities A LW 3.43 14.73 6.86 2.98 --- ---
Brookfield Real Assets Securities A 3.43 14.73 6.86 2.98 --- ---
Camelot Premium Return C 5.34 14.54 4.32 2.24 4.43 5.94
Brookfield Real Assets Securities C 3.32 14.46 6.71 2.49 --- ---
Timothy Plan Defensive Strategies I 2.76 11.82 4.25 6.36 --- ---
SEI Conservative Strategy Allc A (SAAT) 4.69 11.81 7.58 8.87 9.17 10.24
Columbia Flexible Capital Income I 4.51 11.77 6.80 3.88 4.78 ---
Columbia Flexible Capital Income R5 4.47 11.76 6.74 3.77 4.68 ---
SEI Defensive Strategy Allc A (SAAT) 4.58 11.74 7.44 8.26 8.58 9.72
Columbia Flexible Capital Income Z 4.48 11.71 6.77 3.71 4.60 ---
Timothy Plan Defensive Strategies A LW 2.76 11.62 4.16 6.07 0.77 0.57
Timothy Plan Defensive Strategies A 2.76 11.62 4.16 6.07 0.77 0.57
Columbia Flexible Capital Income R4 4.45 11.62 6.72 3.60 4.59 ---
Columbia Flexible Capital Income W 4.51 11.58 6.70 3.46 4.31 ---
Columbia Flexible Capital Income A LW 4.51 11.47 6.61 3.36 4.33 ---
Columbia Flexible Capital Income A 4.51 11.47 6.61 3.36 4.33 ---
Columbia Flexible Capital Income R 4.45 11.35 6.55 3.10 4.04 ---
Timothy Plan Defensive Strategies C 2.68 11.20 3.93 5.30 0.03 -0.20
Columbia Flexible Capital Income C 4.44 11.03 6.45 2.59 3.54 ---
AT Income Opportunities Institutional 4.69 11.02 5.56 5.64 --- ---
VY® Franklin Income I 3.93 10.87 4.99 5.38 4.75 6.36
VY® Franklin Income S 3.97 10.73 5.04 5.43 4.60 6.16
Intrepid Capital Institutional 1.81 10.73 5.25 3.60 4.65 6.46
VY® Franklin Income S2 3.99 10.67 4.96 5.26 4.44 6.01
Intrepid Capital Investor 1.83 10.59 5.18 3.41 4.41 6.21
Poplar Forest Cornerstone Institutional 2.77 10.50 3.40 4.76 --- ---
Mairs & Power Balanced Inv 3.07 10.49 3.65 8.33 7.15 9.51
VY® Franklin Income A 3.82 10.48 4.82 4.92 4.21 5.79
Poplar Forest Cornerstone A Load Waived 2.73 10.33 3.32 4.52 --- ---
Poplar Forest Cornerstone A 2.73 10.33 3.32 4.52 --- ---
RiverNorth Core Opportunity I 3.84 9.90 5.57 4.04 --- ---
RiverNorth Core Opportunity R 3.78 9.67 5.41 3.78 5.09 6.03
GuideStone Funds Defensv Mkt Strats Inst 3.23 9.48 4.63 9.24 9.25 ---
American Funds Income Portfolio R6 2.56 9.46 4.33 6.09 6.15 ---
American Funds Income Portfolio R5 2.63 9.43 4.32 6.03 6.11 ---
American Funds Income Portfolio F2 2.63 9.42 4.31 5.99 6.05 ---
Bruce 3.65 9.39 7.25 7.92 11.53 9.54
GuideStone Funds Defensv Mkt Strats Inv 3.23 9.35 4.60 8.97 9.00 ---
American Funds Income Portfolio R4 2.65 9.31 4.25 5.76 5.82 ---
American Funds Income Portfolio R2E 2.51 9.31 4.29 5.80 --- ---
American Funds Income Portfolio 529F1 2.61 9.29 4.29 5.91 5.98 ---
American Funds Income Portfolio R5E 2.59 9.27 4.28 --- --- ---
American Funds Income Portfolio A LW 2.57 9.23 4.26 5.77 5.81 ---
American Funds Income Portfolio A 2.57 9.23 4.26 5.77 5.81 ---
American Funds Income Portfolio F1 2.56 9.20 4.25 5.72 5.79 ---
American Funds Income Portfolio 529A 2.56 9.20 4.25 5.65 5.74 ---
Loomis Sayles Multi-Asset Income N 2.60 9.17 4.10 --- --- ---
Loomis Sayles Multi-Asset Income Y 2.67 9.13 4.16 8.00 6.62 ---
Franklin Balanced R6 3.16 9.12 3.68 7.10 6.56 ---
American Funds Income Portfolio R3 2.57 9.07 4.18 5.43 5.47 ---
American Funds Income Portfolio 529E 2.49 9.07 4.18 5.42 5.47 ---
Franklin Balanced Adv 3.15 9.05 3.65 6.91 6.41 7.45
Greenspring 3.40 8.99 3.75 3.98 1.59 4.77
Loomis Sayles Multi-Asset Income A LW 2.56 8.95 4.00 7.69 6.47 7.22
Loomis Sayles Multi-Asset Income A 2.56 8.95 4.00 7.69 6.47 7.22
Franklin Balanced A Load Waived 3.14 8.91 3.59 6.66 6.12 7.13
Franklin Balanced A 3.14 8.91 3.59 6.66 6.12 7.13
American Funds Income Portfolio C 2.56 8.80 4.08 5.01 5.03 ---
American Funds Income Portfolio R1 2.55 8.78 4.07 4.94 4.99 ---
American Funds Income Portfolio R2 2.55 8.77 4.07 4.97 4.99 ---
American Funds Income Portfolio 529C 2.46 8.75 3.97 4.80 4.91 ---
American Funds Income Portfolio B 2.49 8.73 4.00 4.88 5.01 ---
American Funds Income Portfolio 529B 2.49 8.71 4.00 4.82 4.89 ---
Virtus Herzfeld I 3.47 8.61 5.89 4.11 6.24 ---
American Funds Retire Inc Port-Enh F2 2.63 8.58 4.20 --- --- ---
Franklin Balanced C 3.19 8.52 3.44 5.93 5.39 6.39
Loomis Sayles Multi-Asset Income C 2.51 8.51 3.82 6.83 5.66 6.40
American Funds Retire Inc Port-Enh F1 2.58 8.51 4.15 --- --- ---
American Funds Retire Inc Port-Enh R5E 2.58 8.50 4.15 --- --- ---
American Funds Retire Inc Port-Enh R1 2.59 8.50 4.17 --- --- ---
American Funds Retire Inc Port-Enh R6 2.59 8.49 4.16 --- --- ---
American Funds Retire Inc Port-Enh R5 2.59 8.49 4.16 --- --- ---
American Funds Retire Inc Port-Enh R2E 2.57 8.48 4.14 --- --- ---
American Funds Retire Inc Port-Enh A LW 2.57 8.48 4.15 --- --- ---
American Funds Retire Inc Port-Enh A 2.57 8.48 4.15 --- --- ---
Prudential Real Assets Q 1.26 8.47 4.20 1.25 --- ---
Prudential Real Assets Z 1.26 8.44 4.20 1.14 0.83 1.03
State Farm Balanced 2.78 8.43 3.27 5.66 7.50 7.14
American Funds Retire Inc Port-Enh R4 2.51 8.40 4.08 --- --- ---
Virtus Herzfeld A Load Waived 3.41 8.38 5.83 3.84 5.96 ---
Virtus Herzfeld A 3.41 8.38 5.83 3.84 5.96 ---
Manning & Napier Strategic Inc Modrt I 3.08 8.38 3.97 6.94 5.67 ---
Regal Total Return A Load Waived 3.26 8.30 3.78 3.65 --- ---
Regal Total Return A 3.26 8.30 3.78 3.65 --- ---
Prudential Real Assets A Load Waived 1.26 8.30 4.09 0.89 0.58 0.79
Prudential Real Assets A 1.26 8.30 4.09 0.89 0.58 0.79
Manning & Napier Strategic Inc Modrt S 3.08 8.26 3.91 6.68 5.46 ---
American Funds Retire Inc Port-Enh B 2.56 8.26 4.12 --- --- ---
American Funds Retire Inc Port-Enh R3 2.52 8.25 4.00 --- --- ---
American Funds Retire Inc Port-Enh R2 2.51 8.15 3.99 --- --- ---
American Funds Retire Inc Port-Enh C 2.45 7.99 3.92 --- --- ---
Virtus Herzfeld C 3.33 7.92 5.56 3.07 5.16 ---
Hotchkis & Wiley Capital Income I 1.98 7.92 1.56 -2.31 4.41 8.38
Madison Diversified Income A LW 2.97 7.91 4.23 8.38 6.23 7.63
Madison Diversified Income A 2.97 7.91 4.23 8.38 6.23 7.63
Prudential Real Assets C 1.16 7.87 3.90 0.14 -0.18 0.04
Prudential Real Assets B 1.16 7.86 4.00 0.14 -0.15 0.04
American Funds Retire Inc Port-Mod R3 2.29 7.78 3.77 --- --- ---
American Funds Retire Inc Port-Mod R6 2.27 7.75 3.75 --- --- ---
American Funds Retire Inc Port-Mod R2 2.25 7.75 3.73 --- --- ---
American Funds Retire Inc Port-Mod F2 2.21 7.75 3.69 --- --- ---
MFS Total Return R5 2.61 7.68 3.24 4.96 7.41 ---
American Funds Retire Inc Port-Mod R5E 2.16 7.67 3.64 --- --- ---
American Funds Retire Inc Port-Mod F1 2.17 7.67 3.65 --- --- ---
Hotchkis & Wiley Capital Income A LW 1.88 7.66 1.44 -2.64 4.13 8.70
Hotchkis & Wiley Capital Income A 1.88 7.66 1.44 -2.64 4.13 8.70
Hennessy Balanced Investor 2.69 7.66 3.68 7.76 3.95 5.36
American Funds Retire Inc Port-Mod A LW 2.26 7.66 3.64 --- --- ---
American Funds Retire Inc Port-Mod A 2.26 7.66 3.64 --- --- ---
American Funds Retire Inc Port-Mod R5 2.17 7.65 3.65 --- --- ---
MFS Total Return I 2.60 7.64 3.22 4.87 7.32 8.54
American Funds Retire Inc Port-Mod R2E 2.15 7.64 3.63 --- --- ---
MFS Total Return R4 2.60 7.63 3.22 4.87 7.31 8.54
VY® T. Rowe Price Capital Apprec I 2.33 7.61 3.53 7.42 10.99 11.50
JHFunds2 Capital Appreciation Value NAV 2.39 7.61 3.57 7.39 10.74 11.35
Worthington Value Line Dynamic Opp Instl 1.58 7.60 4.20 --- --- ---
American Funds Retire Inc Port-Mod R4 2.23 7.59 3.71 --- --- ---
T. Rowe Price Capital Appreciation I 2.31 7.58 3.53 --- --- ---
T. Rowe Price Capital Appreciation 2.32 7.54 3.50 7.37 10.87 11.50
Madison Diversified Income B 2.89 7.54 4.08 7.60 5.46 6.83
MFS Total Return A Load Waived 2.58 7.51 3.16 4.62 7.06 8.27
MFS Total Return A 2.58 7.51 3.16 4.62 7.06 8.27
MFS Total Return R3 2.58 7.50 3.16 4.61 7.05 8.26
Worthington Value Line Dynamic Opp Inv 1.64 7.47 4.14 2.04 --- ---
Madison Diversified Income C 2.89 7.47 4.08 7.53 5.43 ---
VY® T. Rowe Price Capital Apprec S 2.29 7.45 3.46 7.15 10.71 11.21
MFS Total Return 529A Load Waived 2.59 7.45 3.10 4.53 6.99 8.22
MFS Total Return 529A 2.59 7.45 3.10 4.53 6.99 8.22
Vanguard Wellington™ Admiral™ 3.00 7.40 3.21 5.39 7.78 9.34
WesMark Balanced 3.00 7.39 3.70 4.56 5.87 6.92
MFS Total Return R2 2.61 7.36 3.09 4.34 6.79 8.00
Vanguard Wellington™ Inv 2.98 7.35 3.19 5.30 7.69 9.26
American Funds Retire Inc Port-Mod B 2.28 7.35 3.56 --- --- ---
VY® T. Rowe Price Capital Apprec S2 2.27 7.34 3.40 6.99 10.54 11.05
T. Rowe Price Capital Appreciation Adv 2.27 7.34 3.42 7.04 10.52 11.16
American Funds Retire Inc Port-Mod R1 2.15 7.28 3.52 --- --- ---
VY® T. Rowe Price Capital Apprec A 2.26 7.23 3.39 6.77 10.32 10.83
American Funds Retire Inc Port-Mod C 2.13 7.21 3.51 --- --- ---
MainStay Balanced I 2.40 7.17 3.26 4.24 7.10 8.84
MainStay Balanced R1 2.41 7.13 3.27 4.14 7.00 8.73
Vanguard Balanced Index I 3.20 7.12 3.89 5.08 7.90 8.84
JHancock Lifestyle II Balanced R6 2.94 7.09 3.64 3.21 --- ---
Vanguard Balanced Index Adm 3.16 7.08 3.85 5.07 7.89 8.82
USAA Target Managed Allocation 3.68 7.08 5.52 --- --- ---
MFS Total Return R1 2.52 7.07 2.98 3.84 6.24 7.46
JHancock Lifestyle II Balanced 1 2.93 7.07 3.62 3.17 --- ---
Villere Balanced Inv 2.24 7.05 0.65 -5.29 0.96 5.68
MFS Total Return B 2.51 7.05 2.97 3.82 6.24 7.45
MainStay Balanced A Load Waived 2.41 7.03 3.20 3.99 6.83 8.57
MainStay Balanced A 2.41 7.03 3.20 3.99 6.83 8.57
MFS Total Return C 2.50 7.02 2.96 3.81 6.24 7.46
MFS Total Return 529B 2.51 7.02 2.96 3.77 6.21 7.41
LK Balanced Institutional 2.53 7.02 2.48 2.71 3.32 ---
Vanguard Balanced Index Inv 3.16 7.01 3.85 4.93 7.74 8.67
MFS Total Return 529C 2.50 7.00 2.95 3.77 6.19 7.40
MainStay Balanced R2 2.38 6.98 3.18 3.88 6.72 8.45
American Funds American Balanced R6 2.49 6.98 3.55 6.73 8.60 10.15
CornerCap Balanced 2.80 6.95 1.85 1.21 5.03 6.12
American Funds American Balanced R5 2.49 6.95 3.53 6.63 8.54 10.09
Northern Global Tactical Asset Allc 2.57 6.94 2.97 3.14 4.21 5.19
American Funds American Balanced F2 2.49 6.94 3.53 6.59 8.48 10.03
Roumell Opportunistic Value Instl 4.47 6.93 5.38 -8.92 -7.92 -2.88
MFS Moderate Allocation I 2.21 6.91 3.33 2.84 5.43 6.42
MainStay Balanced Inv 2.36 6.91 3.16 3.79 6.65 8.38
American Funds American Balanced 529F 2.50 6.91 3.52 6.52 8.42 9.95
MFS Moderate Allocation R4 2.17 6.88 3.32 2.82 5.41 6.42
JHancock Balanced R6 3.52 6.86 4.04 3.35 6.89 ---
Advance Capital I Balanced Instl 2.55 6.85 2.06 4.90 5.35 6.32
American Funds American Balanced A LW 2.49 6.83 3.47 6.37 8.28 9.80
American Funds American Balanced A 2.49 6.83 3.47 6.37 8.28 9.80
MainStay Balanced R3 2.38 6.82 3.15 3.64 6.45 8.19
American Funds American Balanced R5E 2.45 6.82 3.45 --- --- ---
MFS Moderate Allocation R3 2.19 6.80 3.27 2.58 5.16 6.16
JHancock Balanced R5 3.50 6.80 4.01 3.27 6.80 8.34
JHancock Balanced I 3.50 6.80 4.02 3.23 6.75 8.29
Value Line Asset Allocation Instl 2.85 6.78 4.19 --- --- ---
American Funds American Balanced R4 2.45 6.77 3.46 6.32 8.22 9.76
Savos Dynamic Hedging 5.06 6.75 5.17 0.19 --- ---
MFS Moderate Allocation A Load Waived 2.17 6.75 3.25 2.62 5.17 6.15
MFS Moderate Allocation A 2.17 6.75 3.25 2.62 5.17 6.15
American Funds American Balanced F1 2.45 6.75 3.45 6.30 8.21 9.76
American Funds American Balanced 529A LW 2.45 6.74 3.46 6.28 8.17 9.70
American Funds American Balanced 529A 2.45 6.74 3.46 6.28 8.17 9.70
Roumell Opportunistic Value A LW 4.37 6.71 5.29 -9.15 -8.14 -3.12
Roumell Opportunistic Value A 4.37 6.71 5.29 -9.15 -8.14 -3.12
MFS Moderate Allocation 529A LW 2.17 6.69 3.26 2.53 5.11 6.11
MFS Moderate Allocation 529A 2.17 6.69 3.26 2.53 5.11 6.11
Perkins Value Plus Income I 3.43 6.68 3.54 3.60 5.63 7.21
Manning & Napier Pro-Blend Extnd Term I 2.80 6.67 2.79 0.48 4.54 5.74
Manning & Napier Pro-Blend Extnd Term S 2.77 6.65 2.84 0.25 4.29 5.49
Highland Total Return Y 4.45 6.65 4.60 3.28 5.40 5.62
Value Line Asset Allocation Investor 2.82 6.64 4.12 4.90 7.33 8.79
MFS Moderate Allocation R2 2.15 6.63 3.19 2.35 4.89 5.90
JHancock Balanced R4 3.44 6.63 3.96 3.06 6.58 8.09
American Funds American Balanced R3 2.46 6.63 3.40 6.03 7.90 9.44
Advance Capital I Balanced Retail 2.52 6.63 1.99 4.63 5.08 6.05
Rational Strategic Allocation A LW 2.28 6.62 4.66 2.99 3.82 4.32
Rational Strategic Allocation A 2.28 6.62 4.66 2.99 3.82 4.32
Perkins Value Plus Income T 3.51 6.62 3.60 3.69 5.53 7.09
Great-West SecureFoundation® Bal Instl 2.61 6.61 3.04 3.40 --- ---
Perkins Value Plus Income A Load Waived 3.50 6.60 3.59 3.43 5.39 6.99
Perkins Value Plus Income A 3.50 6.60 3.59 3.43 5.39 6.99
Westwood Income Opportunity Instl 2.29 6.59 3.57 3.97 4.97 7.37
JHancock Balanced A Load Waived 3.47 6.58 3.93 2.91 6.42 7.91
JHancock Balanced A 3.47 6.58 3.93 2.91 6.42 7.91
Great-West SecureFoundation® Bal ETF A 2.79 6.58 3.27 3.09 5.88 ---
Great-West SecureFoundation® Bal ET A LW 2.79 6.58 3.27 3.09 5.88 ---
American Funds American Balanced 529E 2.41 6.58 3.36 6.03 7.90 9.44
Perkins Value Plus Income D 3.42 6.56 3.52 3.55 5.54 7.12
JHancock Balanced R2 3.45 6.54 3.91 2.82 6.40 ---
American Funds American Balanced R2E 2.42 6.53 3.30 5.94 --- ---
Highland Total Return A Load Waived 4.42 6.50 4.52 3.05 5.14 5.36
Highland Total Return A 4.42 6.50 4.52 3.05 5.14 5.36
MainStay Balanced C 2.28 6.48 2.95 3.03 5.86 7.57
Westwood Income Opportunity A LW 2.30 6.47 3.50 3.69 4.71 7.11
Westwood Income Opportunity A 2.30 6.47 3.50 3.69 4.71 7.11
Perkins Value Plus Income S 3.42 6.47 3.49 3.62 5.34 6.88
MainStay Balanced B 2.32 6.47 2.98 3.06 5.86 7.57
Buffalo Flexible Income 3.43 6.46 4.35 4.37 4.15 7.03
SEI Aggressive Strategy A (SAAT) 3.03 6.45 3.20 -0.75 4.83 6.27
Manning & Napier Pro-Blend Extnd Term R 2.73 6.45 2.75 0.00 4.02 5.24
Lord Abbett Multi-Asset Balanced Opp R5 2.89 6.44 3.59 -0.24 --- ---
Lord Abbett Multi-Asset Balanced Opp I 2.89 6.44 3.69 -0.23 4.48 6.06
JHancock Balanced R3 3.46 6.44 3.86 2.66 6.17 7.68
SunAmerica Active Allocation A LW 3.08 6.42 2.94 0.63 5.19 5.63
SunAmerica Active Allocation A 3.08 6.42 2.94 0.63 5.19 5.63
Great-West SecureFoundation® Bal G 2.62 6.42 3.02 3.03 5.91 6.79
SEI Aggressive Strategy I (SAAT) 3.13 6.40 3.21 -0.94 4.56 6.00
Lord Abbett Multi-Asset Balanced Opp F 2.88 6.39 3.56 -0.33 4.35 5.94
American Funds American Balanced R1 2.42 6.38 3.30 5.57 7.42 8.95
JHancock Balanced R1 3.42 6.37 3.82 2.54 6.05 7.58
Lord Abbett Multi-Asset Balanced Opp R6 2.89 6.36 3.60 -0.30 --- ---
TETON Westwood Balanced I 3.23 6.35 3.41 3.81 6.29 7.57
MFS Moderate Allocation B 2.11 6.35 3.08 1.84 4.38 5.36
American Funds American Balanced B 2.41 6.35 3.28 5.57 7.46 8.98
American Funds American Balanced R2 2.38 6.34 3.25 5.56 7.46 8.99
Roumell Opportunistic Value C 4.49 6.33 5.22 -9.85 --- ---
American Funds American Balanced C 2.42 6.33 3.25 5.54 7.41 8.93
Calvert Balanced I 2.88 6.32 3.02 1.16 6.85 8.06
MFS Moderate Allocation R1 2.11 6.31 3.09 1.83 4.38 5.36
Lord Abbett Multi-Asset Balanced Opp R4 2.87 6.31 3.53 -0.47 --- ---
Lord Abbett Multi-Asset Balanced Opp A 2.87 6.31 3.62 -0.47 4.20 5.78
Lord Abbett Multi-Asset Balanced Op A LW 2.87 6.31 3.62 -0.47 4.20 5.78
Invesco Moderate Allocation R5 2.30 6.30 2.80 0.83 3.73 5.23
Great-West SecureFoundation® Bal G1 2.53 6.30 2.94 2.85 5.79 6.67
Dodge & Cox Balanced 3.43 6.30 2.78 0.61 7.00 9.68
Invesco Moderate Allocation Y 2.29 6.28 2.80 0.97 3.74 5.24
American Funds American Balanced 529B 2.40 6.28 3.25 5.46 7.33 8.86
Schwab MarketTrack Balanced 2.65 6.27 2.83 2.64 5.44 6.47
MFS Moderate Allocation 529B 2.07 6.27 3.04 1.77 4.34 5.31
American Funds American Balanced 529C 2.37 6.26 3.22 5.47 7.34 8.86
MFS Moderate Allocation C 2.07 6.25 3.03 1.79 4.36 5.35
MFS Moderate Allocation 529C 2.08 6.25 3.00 1.73 4.30 5.30
Calvert Balanced Y 2.85 6.22 2.99 0.96 6.57 ---
TETON Westwood Balanced AAA 3.16 6.21 3.34 3.54 6.02 7.31
Invesco Moderate Allocation S 2.34 6.21 2.76 0.90 3.61 5.10
Osterweis Strategic Investment 3.49 6.19 4.94 -2.70 4.10 7.55
Perkins Value Plus Income C 3.42 6.18 3.38 2.78 4.63 6.28
Great-West SecureFoundation® Bal L 2.59 6.18 2.96 2.71 5.63 6.54
Alger Balanced I-2 3.38 6.18 3.73 4.64 7.68 6.55
Manning & Napier Pro-Blend Extnd Term C 2.81 6.17 2.67 -0.48 3.53 4.72
JHancock Balanced B 3.35 6.16 3.70 2.18 5.66 7.16
Invesco Moderate Allocation A LW 2.32 6.16 2.74 0.71 3.48 4.99
Invesco Moderate Allocation A 2.32 6.16 2.74 0.71 3.48 4.99
JHancock Balanced C 3.41 6.15 3.75 2.18 5.68 7.16
American Funds College 2027 529F1 1.82 6.14 2.76 3.37 6.55 ---
American Century Balanced Instl 3.52 6.14 3.53 2.37 6.53 8.06
Lord Abbett Multi-Asset Balanced Opp P 2.86 6.13 3.49 -0.67 4.00 5.57
American Funds College 2024 529F1 1.64 6.13 2.71 4.42 6.08 ---
Lord Abbett Multi-Asset Balanced Opp R2 2.78 6.11 3.47 -0.83 3.84 5.40
VALIC Company II Moderate Gr Lifestyle 2.45 6.10 3.10 1.77 5.49 6.74
SunAmerica Active Allocation C 3.06 6.10 2.86 0.04 4.51 4.96
Prudential Balanced Z 3.22 6.10 2.93 4.41 7.93 8.79
Lord Abbett Multi-Asset Balanced Opp R3 2.85 6.10 3.47 -0.71 3.96 5.52
Calvert Balanced A Load Waived 2.83 6.09 2.93 0.76 6.37 7.57
Calvert Balanced A 2.83 6.09 2.93 0.76 6.37 7.57
SEI Aggressive Strategy D (SAAT) 3.02 6.06 3.11 -1.51 4.04 5.44
DFA Global Allocation 60/40 I 2.18 6.06 2.45 2.28 4.73 5.57
TETON Westwood Balanced A Load Waived 3.09 6.05 3.26 3.26 5.75 7.03
TETON Westwood Balanced A 3.09 6.05 3.26 3.26 5.75 7.03
American Funds College 2024 529A LW 1.65 6.05 2.71 4.32 5.90 ---
American Funds College 2024 529A 1.65 6.05 2.71 4.32 5.90 ---
SunAmerica Active Allocation B 3.07 6.03 2.80 0.01 4.47 4.93
Highland Total Return C 4.40 6.03 4.34 2.30 4.36 4.58
Prudential Balanced A Load Waived 3.31 6.01 2.94 4.12 7.62 8.46
Prudential Balanced A 3.31 6.01 2.94 4.12 7.62 8.46
Transamerica Partners Instl Balanced 2.97 6.00 3.39 4.10 7.66 8.98
Transamerica Multi-Managed Balanced R6 2.98 5.98 3.36 3.98 --- ---
American Funds College 2027 529A LW 1.75 5.98 2.60 3.20 6.35 ---
American Funds College 2027 529A 1.75 5.98 2.60 3.20 6.35 ---
American Century Balanced Inv 3.52 5.98 3.48 2.16 6.32 7.84
Vanguard LifeStrategy Moderate Gr Inv 2.37 5.97 2.68 2.64 6.12 6.53
George Putnam Balanced R6 3.32 5.97 3.84 1.99 --- ---
Invesco Moderate Allocation R 2.26 5.95 2.68 0.46 3.22 4.72
Russell LifePoints Balanced Strategy R1 2.28 5.94 2.65 1.30 4.61 4.91
George Putnam Balanced R5 3.32 5.94 3.83 1.91 --- ---
American Funds Balanced Portfolio R6 2.19 5.92 2.97 3.85 7.03 ---
Russell LifePoints Balanced Strategy S 2.36 5.91 2.63 1.32 4.50 4.78
DFA Global Allocation 60/40 R2 2.23 5.91 2.43 2.07 4.48 5.32
Hartford Balanced HLS IA 2.66 5.90 2.85 3.56 7.25 8.87
Great-West Moderate Profile II Instl 2.69 5.89 3.01 2.85 --- ---
Transamerica Multi-Mgd Balanced I 2.95 5.88 3.33 3.82 7.48 8.75
Fairholme Allocation 2.79 5.88 2.54 -8.26 -1.96 3.75
Columbia Balanced Y 3.06 5.88 3.10 4.09 8.51 ---
American Funds College 2024 529E 1.65 5.88 2.63 3.99 5.59 ---
American Funds Balanced Portfolio F2 2.17 5.88 2.95 3.83 6.93 ---
George Putnam Balanced Y 3.26 5.87 3.76 1.89 6.81 8.51
Lord Abbett Multi-Asset Balanced Opp C 2.81 5.86 3.35 -1.20 3.44 5.01
Prudential Balanced R 3.17 5.85 2.82 3.91 7.37 8.25
Voya Retirement Moderate Growth Port I 2.53 5.84 2.69 2.07 5.59 6.46
MassMutual Premier Balanced I 3.21 5.83 2.93 2.58 --- ---
American Funds College 2027 529E 1.76 5.83 2.62 2.95 6.06 ---
Columbia Balanced R5 3.06 5.82 3.09 4.01 8.45 9.55
Lord Abbett Multi-Asset Balanced Opp B 2.79 5.81 3.33 -1.24 3.40 5.00
American Funds Balanced Portfolio R5E 2.21 5.81 2.91 --- --- ---
American Funds Balanced Portfolio R5 2.18 5.81 2.95 3.79 6.94 ---
Columbia Balanced Z 3.06 5.80 3.06 3.94 8.33 9.43
Transamerica Partners Balanced 2.93 5.78 3.31 3.75 7.29 8.59
Columbia Balanced R4 3.06 5.78 3.06 3.93 8.34 ---
Russell LifePoints Balanced Strategy R4 2.33 5.77 2.61 1.13 4.36 4.66
George Putnam Balanced A Load Waived 3.27 5.76 3.72 1.64 6.55 8.25
George Putnam Balanced A 3.27 5.76 3.72 1.64 6.55 8.25
American Funds Balanced Portfolio 529F1 2.15 5.76 2.93 3.67 6.82 ---
Transamerica Multi-Mgd Balanced A LW 2.95 5.74 3.29 3.57 7.17 8.36
Transamerica Multi-Mgd Balanced A 2.95 5.74 3.29 3.57 7.17 8.36
QS Conservative Growth I 2.75 5.74 2.96 2.30 --- ---
Hartford Balanced HLS IB 2.66 5.74 2.77 3.30 6.98 8.59
Russell LifePoints Balanced Strategy A 2.27 5.73 2.54 1.12 4.26 4.55
Russell LifePoints Balanced Strateg A LW 2.27 5.73 2.54 1.12 4.26 4.55
MassMutual Premier Balanced R5 3.12 5.73 2.93 2.36 6.27 7.60
Hartford Balanced Y 2.76 5.73 2.76 3.12 7.22 8.70
Invesco Moderate Allocation C 2.23 5.72 2.57 0.03 2.71 4.21
Thrivent Balanced Income Plus S 2.35 5.71 2.86 2.00 6.06 7.10
Russell LifePoints Balanced Strategy E 2.31 5.71 2.49 1.04 4.23 4.52
Invesco Moderate Allocation B 2.23 5.71 2.56 0.03 2.71 4.21
TETON Westwood Balanced C 3.08 5.70 3.08 2.78 5.24 6.51
Great-West Moderate Profile II Init 2.58 5.70 3.02 2.52 5.65 6.62
Columbia Balanced K 3.03 5.70 3.02 3.78 8.16 9.26
Hartford Balanced R5 2.79 5.69 2.79 3.11 7.15 8.64
American Funds Balanced Portfolio R4 2.19 5.69 2.89 3.52 6.65 ---
American Funds Balanced Portfolio F1 2.19 5.69 2.89 3.51 6.65 ---
Sentinel Balanced I 2.81 5.68 2.87 3.42 6.27 7.90
American Funds Balanced Portfolio A LW 2.19 5.68 2.89 3.53 6.71 ---
American Funds Balanced Portfolio A 2.19 5.68 2.89 3.53 6.71 ---
Hartford Balanced I 2.73 5.67 2.73 3.04 --- ---
MassMutual Premier Balanced Svc 3.16 5.66 2.89 2.26 6.15 7.47
Great-West Moderate Profile I Init 2.64 5.66 2.89 2.42 5.50 6.44
American Funds Balanced Portfolio 529A 2.18 5.66 2.87 3.45 6.62 ---
American Funds Balanced Portfolio 529 LW 2.18 5.66 2.87 3.45 6.62 ---
Great-West Moderate Profile II L 2.69 5.65 2.90 2.34 5.41 ---
Columbia Balanced A Load Waived 3.03 5.63 2.99 3.67 8.06 9.16
Columbia Balanced A 3.03 5.63 2.99 3.67 8.06 9.16
Vantagepoint Model Port Tradtnl Gr TM 2.67 5.62 2.80 1.09 5.11 ---
Sentinel Balanced A Load Waived 2.84 5.62 2.84 3.27 6.03 7.73
Sentinel Balanced A 2.84 5.62 2.84 3.27 6.03 7.73
Russell LifePoints Balanced Strategy R5 2.26 5.62 2.53 0.86 4.06 4.40
MassMutual Premier Balanced Adm 3.11 5.62 2.83 2.17 5.99 7.29
Madison Moderate Allocation A LW 2.17 5.61 2.82 2.12 5.46 6.29
Madison Moderate Allocation A 2.17 5.61 2.82 2.12 5.46 6.29
Calvert Balanced C 2.75 5.61 2.68 -0.04 5.52 6.70
QS Conservative Growth A Load Waived 2.75 5.60 2.89 2.12 4.64 6.06
QS Conservative Growth A 2.75 5.60 2.89 2.12 4.64 6.06
Prudential Balanced B 3.22 5.60 2.75 3.43 6.86 7.72
MassMutual Premier Balanced R4 3.11 5.60 2.82 2.07 --- ---
George Putnam Balanced R 3.28 5.60 3.61 1.34 6.27 7.97
VY® Invesco Equity and Income I 3.21 5.59 2.89 0.94 6.03 8.45
Voya Retirement Moderate Growth Port A 2.45 5.58 2.61 1.68 5.17 6.04
Sextant Core 2.62 5.58 2.98 1.92 3.95 4.00
Nationwide Inv Dest Mod I 2.11 5.58 2.53 1.65 4.72 5.98
American Funds College 2024 529C 1.58 5.56 2.48 3.40 5.01 ---
American Funds Balanced Portfolio 529E 2.12 5.56 2.82 3.22 6.34 ---
Nationwide Inv Dest Mod Instl Svc 2.11 5.55 2.53 1.54 --- ---
American Funds College 2027 529B 1.75 5.55 2.53 2.43 5.50 ---
Prudential Balanced C 3.15 5.53 2.68 3.37 6.84 7.70
HSBC World Selection Balanced Strat A LW 2.73 5.52 2.17 -0.67 3.52 4.45
HSBC World Selection Balanced Strat A 2.73 5.52 2.17 -0.67 3.52 4.45
Cavanal Hill Active Core Institutional 2.63 5.52 2.63 2.70 6.26 7.04
American Beacon Balanced Instl 2.97 5.51 1.41 0.15 5.14 8.35
Hartford Balanced R4 2.71 5.50 2.67 2.76 6.84 8.29
Columbia Balanced R 3.03 5.50 2.93 3.41 7.80 8.90
American Funds College 2027 529C 1.68 5.50 2.46 2.36 5.49 ---
American Funds College 2024 529B 1.56 5.50 2.45 3.39 5.02 ---
Hartford Balanced A Load Waived 2.74 5.49 2.69 2.69 6.78 8.24
Hartford Balanced A 2.74 5.49 2.69 2.69 6.78 8.24
SA Worldwide Moderate Growth 2.72 5.48 2.19 -0.36 --- ---
MassMutual Premier Balanced A LW 3.10 5.47 2.81 1.88 5.76 7.05
MassMutual Premier Balanced A 3.10 5.47 2.81 1.88 5.76 7.05
American Funds Balanced Portfolio R3 2.12 5.47 2.82 3.14 6.31 ---
American Century Strat Allc: Mod R6 2.45 5.46 3.03 1.10 --- ---
George Putnam Balanced M 3.26 5.45 3.58 1.16 6.05 7.71
American Beacon Balanced Y 2.97 5.45 1.37 0.05 5.04 8.24
VY® Invesco Equity and Income S 3.16 5.44 2.82 0.67 5.77 8.17
Fidelity Advisor® Balanced Z 3.40 5.43 3.45 1.96 --- ---
MassMutual Premier Balanced R3 3.13 5.42 2.74 1.78 --- ---
American Funds Balanced Portfolio R2E 2.08 5.42 2.70 3.30 --- ---
Vantagepoint Model Port Tradtnl Gr Inv M 2.59 5.41 2.72 0.82 4.84 5.91
QS Conservative Growth R 2.69 5.41 2.83 1.78 --- ---
Cavanal Hill Active Core Investor 2.65 5.41 2.57 2.75 6.08 6.82
Thrivent Balanced Income Plus A LW 2.25 5.40 2.67 1.58 5.61 6.65
Thrivent Balanced Income Plus A 2.25 5.40 2.67 1.58 5.61 6.65
American Century Strat Allc: Mod Instl 2.61 5.38 2.96 0.96 5.49 6.57
Principal SAM Balanced Inst 2.49 5.37 3.19 1.63 5.84 7.04
Invesco Equity and Income R6 3.19 5.37 2.89 0.66 6.25 ---
Cavanal Hill Active Core A Load Waived 2.59 5.37 2.59 2.40 5.98 6.75
Cavanal Hill Active Core A 2.59 5.37 2.59 2.40 5.98 6.75
George Putnam Balanced B 3.25 5.36 3.57 0.89 5.78 7.45
Nationwide Inv Dest Mod Svc 2.11 5.35 2.40 1.20 4.29 5.54
Nationwide Inv Dest Mod A Load Waived 2.10 5.35 2.31 1.23 4.32 5.60
Nationwide Inv Dest Mod A 2.10 5.35 2.31 1.23 4.32 5.60
Fidelity Advisor® Balanced I 3.42 5.35 3.42 1.76 7.91 8.60
VY® Invesco Equity and Income S2 3.13 5.34 2.76 0.52 5.62 8.02
Invesco Equity and Income R5 3.08 5.33 2.87 0.56 6.12 8.65
Hartford Balanced R3 2.71 5.33 2.61 2.44 6.51 7.97
Transamerica Multi-Mgd Balanced C 2.89 5.32 3.11 2.86 6.45 7.68
American Beacon Balanced Inv 2.95 5.31 1.31 -0.18 4.78 7.99
Voya Balanced Port I 2.53 5.29 2.95 1.06 5.36 6.33
Russell LifePoints Balanced Strategy C 2.20 5.29 2.30 0.35 3.51 3.76
George Putnam Balanced C 3.24 5.29 3.56 0.86 5.76 7.44
Principal SAM Balanced P 2.51 5.28 3.15 --- --- ---
Invesco Equity and Income Y 3.19 5.28 2.84 0.48 6.07 8.57
American Funds Balanced Portfolio R2 2.17 5.28 2.72 2.77 5.84 ---
American Century Strat Allc: Mod Inv 2.45 5.28 3.02 0.75 5.27 6.36
American Century One Choice Mod Inv 2.46 5.28 2.90 0.86 5.52 6.64
VY® Invesco Equity and Income A 3.15 5.27 2.75 0.41 5.49 7.91
Fidelity® Balanced K 3.31 5.26 3.40 1.77 8.09 8.81
Fidelity® Balanced 3.33 5.26 3.43 1.72 7.99 8.70
American Funds Balanced Portfolio R1 2.08 5.26 2.70 2.74 5.85 ---
American Beacon Balanced A Load Waived 2.94 5.26 1.29 -0.26 4.69 7.87
American Beacon Balanced A 2.94 5.26 1.29 -0.26 4.69 7.87
American Funds Balanced Portfolio B 2.11 5.25 2.73 2.69 5.84 ---
Eaton Vance Balanced I 2.64 5.24 2.71 3.51 8.76 ---
Nationwide Inv Dest Mod R 2.05 5.23 2.29 0.97 4.05 5.28
Fidelity Asset Manager® 50% 2.23 5.23 2.79 1.62 5.36 5.86
Principal SAM Balanced J 2.48 5.22 3.13 1.39 5.57 6.73
American Funds Balanced Portfolio C 2.03 5.22 2.65 2.66 5.83 ---
Thrivent Moderate Allocation S 2.23 5.21 2.48 1.69 5.56 6.12
Praxis Genesis Balanced A Load Waived 2.51 5.21 2.60 1.10 4.95 5.61
Praxis Genesis Balanced A 2.51 5.21 2.60 1.10 4.95 5.61
American Beacon Balanced Adv 2.94 5.21 1.26 -0.36 4.62 7.81
Fidelity Asset Manager® 60% 2.49 5.20 2.96 1.07 5.73 6.29
Columbia Balanced C 2.98 5.20 2.81 2.90 7.26 8.35
Columbia Balanced B 2.98 5.20 2.81 2.90 7.24 8.34
QS Conservative Growth C 2.66 5.19 2.72 1.42 3.89 5.30
First Investors Total Return Adv 3.06 5.19 3.06 2.09 5.55 ---
Vanguard STAR Inv 2.83 5.17 2.49 1.79 6.61 7.56
Sentinel Balanced C 2.75 5.17 2.65 2.45 5.21 6.88
Principal SAM Balanced R5 2.43 5.17 3.06 1.31 5.58 6.76
Madison Moderate Allocation B 2.19 5.17 2.66 1.33 4.70 5.50
First Investors Total Return Instl 3.06 5.17 3.06 2.15 5.63 ---
Fidelity Advisor® Balanced A LW 3.37 5.17 3.37 1.51 7.65 8.32
Fidelity Advisor® Balanced A 3.37 5.17 3.37 1.51 7.65 8.32
American Century Strat Allc: Mod A LW 2.46 5.17 2.90 0.49 4.99 6.06
American Century Strat Allc: Mod A 2.46 5.17 2.90 0.49 4.99 6.06
Voya Balanced Port S 2.54 5.16 2.88 0.77 5.10 6.05
TIAA-CREF Managed Allc Inst 2.27 5.16 2.72 1.32 5.98 7.04
Madison Moderate Allocation C 2.19 5.16 2.66 1.33 4.70 5.50
Hartford Checks and Balances R5 2.94 5.16 2.73 2.51 7.09 8.57
American Funds Balanced Portfolio 529C 2.07 5.16 2.70 2.61 5.76 ---
Invesco Equity and Income A Load Waived 3.08 5.15 2.78 0.23 5.81 8.32
Invesco Equity and Income A 3.08 5.15 2.78 0.23 5.81 8.32
Fidelity Advisor Asset Manager® 50% I 2.22 5.15 2.72 1.58 5.30 5.81
American Funds Balanced Portfolio 529B 2.04 5.15 2.66 2.62 5.75 ---
Transamerica Multi-Mgd Balanced B 2.88 5.14 3.00 2.55 6.16 7.38
Principal SAM Balanced A Load Waived 2.44 5.12 3.06 1.20 5.48 6.67
Principal SAM Balanced A 2.44 5.12 3.06 1.20 5.48 6.67
Eaton Vance Balanced A Load Waived 2.64 5.12 2.77 3.26 8.50 8.84
Eaton Vance Balanced A 2.64 5.12 2.77 3.26 8.50 8.84
Principal SAM Balanced R4 2.47 5.11 3.10 1.24 5.45 6.64
Fidelity Advisor Asset Manager® 60% I 2.49 5.10 2.87 0.94 5.67 6.22
Hartford Balanced C 2.66 5.09 2.47 1.99 6.04 7.47
Fidelity Advisor Asset Manager® 50% A LW 2.23 5.09 2.73 1.38 5.05 5.54
Fidelity Advisor Asset Manager® 50% A 2.23 5.09 2.73 1.38 5.05 5.54
T. Rowe Price Personal Strat Bal 2.32 5.07 2.70 1.34 6.18 7.17
Thrivent Moderate Allocation A LW 2.23 5.05 2.40 1.34 5.19 5.76
Thrivent Moderate Allocation A 2.23 5.05 2.40 1.34 5.19 5.76
HSBC World Selection Balanced Strat B 2.65 5.05 2.00 -1.44 2.75 3.67
Fidelity Advisor® Balanced T 3.33 5.05 3.28 1.29 7.39 8.07
Hartford Checks and Balances A LW 2.88 5.04 2.67 2.25 6.82 8.30
Hartford Checks and Balances A 2.88 5.04 2.67 2.25 6.82 8.30
Principal SAM Balanced R3 2.50 5.03 3.07 1.07 5.25 6.44
Hartford Checks and Balances I 2.93 5.03 2.72 2.42 7.07 8.56
Fidelity Advisor Asset Manager® 60% A LW 2.50 5.03 2.79 0.65 5.42 5.94
Fidelity Advisor Asset Manager® 60% A 2.50 5.03 2.79 0.65 5.42 5.94
TIAA-CREF Managed Allc Retail 2.29 5.02 2.65 1.07 5.73 6.77
HSBC World Selection Balanced Strat C 2.64 5.02 1.99 -1.45 2.74 3.67
American Century One Choice Mod R 2.47 5.02 2.76 0.42 --- ---
Dreyfus Balanced Opportunity J 2.47 5.01 2.47 1.99 6.36 7.73
Dreyfus Balanced Opportunity I 2.47 5.01 2.47 2.04 6.37 7.76
Invesco Equity and Income R 3.07 5.00 2.70 -0.02 5.53 8.04
Hartford Balanced B 2.64 4.99 2.44 1.86 5.86 7.30
Dreyfus Balanced Opportunity Z 2.43 4.99 2.49 1.91 6.29 7.59
State Farm Equity & Bond Instl 2.82 4.98 3.00 3.03 7.83 8.45
Principal SAM Balanced R2 2.45 4.95 3.02 0.85 5.07 6.25
Nationwide Inv Dest Mod C 2.04 4.95 2.25 0.50 3.60 4.87
TIAA-CREF Managed Allc R 2.30 4.94 2.66 1.07 5.72 6.77
Pax Balanced Institutional 2.43 4.94 2.57 2.85 6.56 6.36
JHancock Lifestyle Balanced R6 2.46 4.93 2.75 0.28 5.00 ---
JHancock Lifestyle Balanced 5 2.46 4.93 2.75 0.28 5.01 5.90
State Farm Equity & Bond R3 2.73 4.92 2.92 2.91 7.75 8.36
Hartford Checks and Balances R4 2.88 4.92 2.66 2.11 6.76 8.24
First Investors Total Return A LW 2.96 4.92 2.91 1.67 5.22 7.37
First Investors Total Return A 2.96 4.92 2.91 1.67 5.22 7.37
JHancock Lifestyle Balanced 1 2.38 4.91 2.66 0.23 4.94 5.85
Cavanal Hill Active Core C 2.55 4.91 2.39 1.71 --- ---
TIAA-CREF Lifestyle Moderate Premier 2.17 4.90 2.66 0.84 5.73 ---
American Century Strat Allc: Mod R 2.31 4.90 2.79 0.23 4.75 5.79
Transamerica Asset Allc Mod Gr I 2.47 4.89 2.54 0.65 5.94 6.41
Fidelity Advisor Asset Manager® 50% T 2.22 4.89 2.66 1.10 4.78 5.27
TIAA-CREF Lifestyle Moderate Instl 2.11 4.87 2.60 0.81 5.85 ---
Pacific Funds Port Optim Mod Adv 2.49 4.87 2.73 0.70 4.38 ---
JHancock Lifestyle Balanced R5 2.37 4.87 2.65 0.20 4.89 5.78
JHancock Lifestyle Balanced I 2.44 4.87 2.72 0.17 --- ---
Dreyfus Balanced Opportunity A LW 2.43 4.87 2.38 1.73 6.08 7.48
Dreyfus Balanced Opportunity A 2.43 4.87 2.38 1.73 6.08 7.48
Voya Strategic Allocation Mod Port I 2.53 4.86 2.91 1.04 5.78 6.68
Principal SAM Balanced R1 2.48 4.86 2.98 0.74 4.94 6.11
Fidelity Advisor Asset Manager® 60% T 2.42 4.86 2.71 0.40 5.12 5.67
State Farm Equity & Bond A Load Waived 2.78 4.85 2.87 2.77 7.56 8.16
State Farm Equity & Bond A 2.78 4.85 2.87 2.77 7.56 8.16
1919 Socially Responsive Balanced I 2.87 4.85 2.62 0.71 5.94 6.93
TIAA-CREF Lifestyle Moderate Advisor 2.11 4.83 2.60 --- --- ---
RiverFront Moderate Growth & Income I 2.70 4.83 2.98 1.16 4.84 5.28
Columbia Capital Allocation Mod Agrsv Y 2.66 4.82 2.83 1.07 6.23 ---
BMO Balanced Allocation R6 2.41 4.82 2.63 -0.29 --- ---
BMO Balanced Allocation I 2.41 4.82 2.63 -0.44 --- ---
American Beacon Balanced C 2.88 4.82 1.10 -1.01 3.91 7.07
Fidelity Income Replacement 2032 2.38 4.80 2.66 1.26 5.47 6.28
Fidelity Income Replacement 2030 2.32 4.80 2.64 1.38 5.35 6.15
Fidelity Income Replacement 2028 2.24 4.80 2.61 1.51 5.24 6.00
Fidelity Advisor® Balanced C 3.34 4.80 3.17 0.77 6.82 7.51
Fidelity Advisor Income Repl 2032 I 2.38 4.80 2.66 1.26 5.47 6.28
Fidelity Advisor Income Repl 2030 I 2.32 4.80 2.64 1.38 5.35 6.15
Fidelity Advisor Income Repl 2028 I 2.24 4.80 2.61 1.51 5.24 6.00
Dreyfus Moderate Allocation 2.05 4.80 2.31 0.96 4.52 5.09
USAA Cornerstone Moderate 2.30 4.79 2.74 -0.69 3.24 3.68
Pax Balanced Individual Investor 2.42 4.79 2.53 2.58 6.29 6.10
Hennessy Equity and Income Institutional 2.83 4.79 2.90 1.94 5.94 7.97
Columbia Capital Allocation Mod Agrsv R5 2.68 4.79 2.76 1.02 6.18 ---
Scharf Balanced Opportunity Instl 3.86 4.78 3.37 2.46 8.65 ---
JHancock Lifestyle Balanced R4 2.39 4.78 2.60 0.01 4.70 5.56
Fidelity Income Replacement 2034 2.42 4.78 2.69 1.14 5.52 6.36
Fidelity Advisor Income Repl 2034 I 2.40 4.78 2.67 1.13 5.52 6.36
Columbia Capital Allocation Mod Agrsv Z 2.67 4.78 2.76 1.00 6.08 6.65
State Farm Equity & Bond R2 2.77 4.77 2.87 2.60 7.45 8.04
Hartford Checks and Balances R3 2.80 4.77 2.59 1.82 6.44 7.91
Fidelity Advisor Income Repl 2036 I 2.43 4.77 2.68 1.05 5.63 6.48
Eaton Vance Balanced C 2.51 4.77 2.47 2.46 7.68 8.03
Invesco Equity and Income B 3.15 4.75 2.64 -0.47 5.02 7.63
American Century Strat Allc: Mod C 2.48 4.75 2.64 -0.17 4.23 5.29
State Farm Equity & Bond Premier LW 2.79 4.74 2.88 2.68 7.58 8.16
State Farm Equity & Bond Premier 2.79 4.74 2.88 2.68 7.58 8.16
Fidelity Income Replacement 2036 2.42 4.74 2.67 1.01 5.59 6.45
TIAA-CREF Lifestyle Moderate Retail 2.12 4.73 2.54 0.62 5.57 ---
Invesco Equity and Income C 3.03 4.73 2.62 -0.47 5.00 7.50
Columbia Capital Allocation Mod Agrsv R4 2.65 4.73 2.82 1.00 6.09 ---
Transamerica Asset Allc Mod Gr A LW 2.46 4.72 2.46 0.38 5.66 6.09
Transamerica Asset Allc Mod Gr A 2.46 4.72 2.46 0.38 5.66 6.09
RiverFront Moderate Growth & Income A LW 2.64 4.72 2.91 0.92 4.58 5.02
RiverFront Moderate Growth & Income A 2.64 4.72 2.91 0.92 4.58 5.02
Fidelity Advisor Income Repl 2038 I 2.46 4.72 2.68 0.89 5.66 6.53
1919 Socially Responsive Balanced A LW 2.89 4.72 2.52 0.52 5.69 6.65
1919 Socially Responsive Balanced A 2.89 4.72 2.52 0.52 5.69 6.65
JHancock Lifestyle Balanced A LW 2.35 4.70 2.56 -0.14 4.55 5.42
JHancock Lifestyle Balanced A 2.35 4.70 2.56 -0.14 4.55 5.42
Fidelity Income Replacement 2038 2.44 4.70 2.68 0.87 5.66 6.53
Eaton Vance Balanced B 2.64 4.70 2.55 2.54 7.71 8.03
Voya Strategic Allocation Mod Port S 2.46 4.69 2.82 0.78 5.54 6.39
Fidelity Advisor Income Repl 2040 I 2.48 4.69 2.69 0.76 5.76 6.68
PNC Balanced Allocation T 2.45 4.68 2.45 1.71 --- ---
MassMutual RetireSMART Mod I 2.06 4.68 2.40 0.24 --- ---
Principal SAM Balanced C 2.42 4.67 2.84 0.47 4.70 5.87
Fidelity Income Replacement 2042 2.51 4.67 2.70 0.61 5.87 6.86
Fidelity Income Replacement 2040 2.46 4.67 2.67 0.74 5.76 6.67
Fidelity Advisor Income Repl 2030 A LW 2.31 4.67 2.59 1.13 5.10 5.89
Fidelity Advisor Income Repl 2030 A 2.31 4.67 2.59 1.13 5.10 5.89
TIAA-CREF Lifestyle Moderate Retirement 2.12 4.66 2.53 0.64 5.57 ---
JHancock Lifestyle Balanced R2 2.40 4.66 2.61 -0.24 4.43 ---
PNC Balanced Allocation I 2.48 4.65 2.48 1.57 5.47 6.54
Fidelity Advisor Income Repl 2042 I 2.49 4.65 2.68 0.59 5.88 6.85
Fidelity Advisor Income Repl 2028 A LW 2.23 4.65 2.56 1.25 4.97 5.74
Fidelity Advisor Income Repl 2028 A 2.23 4.65 2.56 1.25 4.97 5.74
Pax Balanced Retirement 2.40 4.64 2.44 2.36 6.04 5.85
Pacific Funds Port Optim Mod A LW 2.42 4.64 2.58 0.36 4.11 5.27
Pacific Funds Port Optim Mod A 2.42 4.64 2.58 0.36 4.11 5.27
Fidelity Advisor Income Repl 2034 A LW 2.38 4.64 2.61 0.88 5.26 6.09
Fidelity Advisor Income Repl 2034 A 2.38 4.64 2.61 0.88 5.26 6.09
Fidelity Advisor Income Repl 2032 A LW 2.35 4.64 2.60 0.98 5.21 6.01
Fidelity Advisor Income Repl 2032 A 2.35 4.64 2.60 0.98 5.21 6.01
Voya Solution Balanced Port I 2.42 4.63 2.73 0.91 5.74 6.29
Columbia Capital Allocation Mod Agrsv K 2.64 4.62 2.73 0.77 5.94 ---
Pioneer Classic Balanced K 3.54 4.61 3.07 --- --- ---
Fidelity Advisor Asset Manager® 60% C 2.45 4.61 2.64 -0.08 4.61 5.16
State Farm Equity & Bond R1 2.79 4.60 2.79 2.42 7.22 7.84
State Farm Equity & Bond B Legacy 2.74 4.60 2.83 2.33 7.16 7.74
Fidelity Advisor Asset Manager® 50% C 2.17 4.60 2.54 0.55 4.23 4.74
Fidelity Advisor Income Repl 2036 A LW 2.41 4.59 2.60 0.74 5.33 6.18
Fidelity Advisor Income Repl 2036 A 2.41 4.59 2.60 0.74 5.33 6.18
BMO Balanced Allocation Y 2.30 4.59 2.52 -0.74 --- ---
Transamerica Asset Allc Mod Gr R 2.40 4.58 2.40 0.12 5.40 5.87
PNC Balanced Allocation A Load Waived 2.48 4.58 2.48 1.37 5.23 6.27
PNC Balanced Allocation A 2.48 4.58 2.48 1.37 5.23 6.27
Pioneer Classic Balanced Y 3.52 4.58 3.17 0.74 7.11 7.75
Wells Fargo Growth Balanced Admin 2.58 4.57 2.64 1.00 6.82 8.07
Pacific Funds Port Optim Mod R 2.43 4.57 2.50 0.15 3.85 5.04
MassMutual RetireSMART Moderate R5 1.95 4.57 2.29 0.06 4.06 5.28
Hartford Checks and Balances C 2.92 4.57 2.49 1.51 6.04 7.49
Fidelity Advisor Income Repl 2038 A LW 2.44 4.57 2.62 0.63 5.40 6.27
Fidelity Advisor Income Repl 2038 A 2.44 4.57 2.62 0.63 5.40 6.27
Hennessy Equity and Income Investor 2.82 4.56 2.82 1.54 5.60 7.66
Delaware Foundation Moderate Allc I 2.40 4.56 2.86 0.75 4.58 5.34
Nuveen Strategy Growth Allocation I 2.14 4.55 2.22 0.01 5.43 6.27
MassMutual RetireSMART Moderate Svc 2.06 4.55 2.28 0.06 3.98 5.24
Columbia Capital Allocation Mod Agrsv T 2.60 4.55 2.69 0.74 5.81 6.34
Columbia Capital Allocation Mod Agrsv A 2.60 4.55 2.69 0.74 5.83 6.37
Columbia Capital Allocation Mod Agr A LW 2.60 4.55 2.69 0.74 5.83 6.37
AB Balance Wealth Strategy I 2.22 4.55 2.30 -0.40 4.65 4.94
Fidelity Advisor Income Repl 2040 A LW 2.45 4.54 2.62 0.50 5.50 6.42
Fidelity Advisor Income Repl 2040 A 2.45 4.54 2.62 0.50 5.50 6.42
Delaware Foundation Moderate Allc A LW 2.50 4.54 2.80 0.61 4.36 5.11
Delaware Foundation Moderate Allc A 2.50 4.54 2.80 0.61 4.36 5.11
AB Balance Wealth Strategy Advisor 2.22 4.54 2.29 -0.37 4.66 4.96
JHancock Lifestyle Balanced R1 2.34 4.53 2.55 -0.43 4.14 5.04
Voya Solution Balanced Port S 2.47 4.52 2.68 0.65 5.51 6.04
Fidelity Advisor Income Repl 2042 A LW 2.49 4.52 2.64 0.35 5.61 6.59
Fidelity Advisor Income Repl 2042 A 2.49 4.52 2.64 0.35 5.61 6.59
Fidelity Advisor Income Repl 2028 T 2.21 4.52 2.50 1.01 4.71 5.48
Fidelity Advisor Income Repl 2030 T 2.29 4.51 2.53 0.87 4.83 5.63
JHancock Lifestyle Balanced R3 2.36 4.50 2.50 -0.40 4.25 5.14
Fidelity Advisor Income Repl 2032 T 2.33 4.50 2.53 0.74 4.94 5.74
Pioneer Classic Balanced R 3.54 4.49 3.07 0.35 --- ---
Pioneer Classic Balanced A Load Waived 3.53 4.49 3.07 0.45 6.85 7.46
Pioneer Classic Balanced A 3.53 4.49 3.07 0.45 6.85 7.46
Fidelity Advisor Income Repl 2034 T 2.35 4.49 2.55 0.62 5.00 5.82
New Century Balanced 2.92 4.48 3.06 -1.29 3.89 5.08
First Investors Total Return B 2.93 4.48 2.76 0.94 4.40 6.57
BMO Balanced Allocation R3 2.30 4.48 2.53 -0.92 --- ---
VALIC Company I Dynamic Allocation 2.60 4.46 2.50 -1.06 3.44 ---
Prudential Moderate Allocation Z 2.52 4.46 2.45 0.05 4.47 5.45
Pacific Financial Fth & Vls Bsd Mod Inv 2.75 4.46 2.86 0.30 0.39 ---
Hartford Checks and Balances B 2.85 4.46 2.53 1.33 5.96 7.41
MassMutual RetireSMART Mod R4 2.07 4.45 2.18 -0.19 --- ---
MassMutual RetireSMART Moderate Admin 2.06 4.44 2.28 -0.10 3.86 5.14
Fidelity Advisor Income Repl 2036 T 2.38 4.44 2.54 0.48 5.06 5.91
Dreyfus Balanced Opportunity C 2.38 4.44 2.22 1.01 5.31 6.68
USAA Cornerstone Moderately Agrsv 2.36 4.43 2.40 -1.41 3.17 3.37
Columbia Capital Allocation Mod Agrsv R 2.54 4.43 2.63 0.48 5.55 6.11
Wells Fargo Growth Balanced A LW 2.56 4.42 2.56 0.74 6.55 7.79
Wells Fargo Growth Balanced A 2.56 4.42 2.56 0.74 6.55 7.79
Voya Solution Balanced Port S2 2.48 4.42 2.69 0.59 5.36 5.89
Federated MDT Balanced Instl 3.31 4.42 2.86 -0.19 6.18 7.22
State Farm Equity & Bond B 2.72 4.41 2.72 2.05 6.92 7.48
Fidelity Advisor Income Repl 2038 T 2.40 4.40 2.54 0.37 5.13 6.00
Nuveen Strategy Growth Allocation A LW 2.06 4.39 2.15 -0.26 5.15 6.00
Nuveen Strategy Growth Allocation A 2.06 4.39 2.15 -0.26 5.15 6.00
Fidelity Advisor Income Repl 2040 T 2.43 4.39 2.56 0.24 5.23 6.14
UBS US Allocation P 3.65 4.38 3.31 1.57 7.72 8.61
Voya Solution Balanced Port A 2.40 4.37 2.62 0.48 5.25 5.78
Victory CEMP Multi-Asset Balanced A LW 0.99 4.37 1.27 -0.50 2.61 2.15
Victory CEMP Multi-Asset Balanced A 0.99 4.37 1.27 -0.50 2.61 2.15
JPMorgan Diversified Instl 2.39 4.37 2.39 0.03 5.85 7.23
Fidelity Advisor Income Repl 2042 T 2.45 4.37 2.55 0.09 5.34 6.33
Arrow DWA Balanced Institutional 3.37 4.37 4.54 -0.71 3.57 ---
Nuveen Strategy Growth Allocation R3 2.09 4.36 2.18 -0.46 4.90 5.75
T. Rowe Price Balanced I 2.05 4.34 2.23 --- --- ---
AB Balance Wealth Strategy K 2.16 4.34 2.24 -0.74 4.32 4.61
Transamerica Asset Allc Mod Gr C 2.40 4.33 2.24 -0.36 4.92 5.35
AB Balance Wealth Strategy A LW 2.16 4.33 2.23 -0.64 4.37 4.66
AB Balance Wealth Strategy A 2.16 4.33 2.23 -0.64 4.37 4.66
Putnam Dynamic Asset Allocation Bal R6 3.01 4.32 2.91 0.87 7.40 ---
MassMutual RetireSMART Moderate A LW 1.95 4.32 2.17 -0.40 3.59 4.87
MassMutual RetireSMART Moderate A 1.95 4.32 2.17 -0.40 3.59 4.87
Delaware Foundation Moderate Allc R 2.41 4.32 2.74 0.33 4.06 4.81
Prudential Moderate Allocation A LW 2.53 4.31 2.37 -0.22 4.19 5.18
Prudential Moderate Allocation A 2.53 4.31 2.37 -0.22 4.19 5.18
RidgeWorth Moderate Allocation Strat I 2.94 4.30 3.05 0.98 5.51 5.89
JPMorgan Diversified Sel 2.39 4.30 2.33 -0.15 5.61 6.98
Pacific Funds Port Optim Mod C 2.37 4.29 2.37 -0.36 3.37 4.55
GE Instl Strategic Investment Inv 2.32 4.29 2.14 -0.40 4.75 5.74
1919 Socially Responsive Balanced B 2.83 4.29 2.33 -0.06 4.76 5.62
Putnam Dynamic Asset Allocation Bal R5 3.01 4.28 2.88 0.79 7.31 ---
Pacific Funds Port Optim Mod B 2.37 4.28 2.37 -0.36 3.37 4.54
JPMorgan Investor Balanced Select 2.10 4.28 2.10 1.28 5.17 6.06
1919 Socially Responsive Balanced C 2.81 4.28 2.33 -0.22 4.91 5.91
Transamerica Asset Allc Mod Gr B 2.44 4.27 2.28 -0.38 4.83 5.28
Pacific Financial Dynamic Allc Instl 2.64 4.27 2.74 --- --- ---
Oppenheimer Moderate Inv Y 2.51 4.26 2.99 0.11 5.04 5.63
JHancock Lifestyle Balanced C 2.31 4.26 2.38 -0.85 3.80 4.66
JHancock Lifestyle Balanced B 2.31 4.26 2.45 -0.85 3.78 4.65
RiverFront Moderate Growth & Income C 2.56 4.25 2.65 0.15 3.81 4.24
Nuveen Strategy Balanced Allc I 1.59 4.25 2.10 0.68 5.04 5.73
T. Rowe Price Balanced 2.04 4.24 2.19 0.60 6.32 7.40
MassMutual RetireSMART Mod R3 1.96 4.24 2.07 -0.46 --- ---
Federated MDT Balanced A Load Waived 3.26 4.24 2.81 -0.50 5.92 6.95
Federated MDT Balanced A 3.26 4.24 2.81 -0.50 5.92 6.95
Arrow DWA Balanced A Load Waived 3.40 4.24 4.49 -0.94 3.32 3.59
Arrow DWA Balanced A 3.40 4.24 4.49 -0.94 3.32 3.59
Fidelity Advisor Income Repl 2028 C 2.17 4.23 2.38 0.50 4.20 4.95
Elfun Diversified 2.36 4.23 2.18 -0.52 4.73 5.71
Fidelity Advisor Income Repl 2032 C 2.30 4.22 2.42 0.24 4.42 5.22
AMG Chicago Equity Partners Bal Instl 2.91 4.22 3.52 2.06 7.60 8.37
RidgeWorth Moderate Allocation Strat A 2.84 4.21 3.07 0.81 5.35 5.70
RidgeWorth Moderate Allocation Stra A LW 2.84 4.21 3.07 0.81 5.35 5.70
Nuveen Strategy Balanced Allc A LW 1.62 4.21 2.13 0.53 4.77 5.53
Nuveen Strategy Balanced Allc A 1.62 4.21 2.13 0.53 4.77 5.53
Fidelity Advisor Income Repl 2034 C 2.34 4.21 2.44 0.13 4.48 5.30
Fidelity Advisor Income Repl 2030 C 2.24 4.21 2.40 0.36 4.31 5.10
UBS US Allocation A Load Waived 3.64 4.20 3.24 1.28 7.43 8.30
UBS US Allocation A 3.64 4.20 3.24 1.28 7.43 8.30
New Covenant Balanced Growth 2.74 4.20 2.34 0.92 5.94 6.46
Timothy Plan Strategic Growth A LW 1.99 4.19 2.23 -1.36 2.37 3.30
Timothy Plan Strategic Growth A 1.99 4.19 2.23 -1.36 2.37 3.30
JPMorgan Diversified A Load Waived 2.41 4.19 2.34 -0.40 5.36 6.71
JPMorgan Diversified A 2.41 4.19 2.34 -0.40 5.36 6.71
Wilmington Strategic Allc Mod Instl 2.59 4.18 2.79 -0.72 4.19 4.08
Putnam Dynamic Asset Allocation Bal Y 2.94 4.17 2.80 0.68 7.29 8.06
Pioneer Classic Balanced C 3.56 4.16 2.97 -0.17 6.07 6.60
AMG Chicago Equity Partners Bal Svc 2.88 4.16 3.50 1.90 7.50 ---
Fidelity Advisor Income Repl 2036 C 2.34 4.15 2.43 0.00 4.54 5.39
Columbia Capital Allocation Mod Agrsv B 2.55 4.15 2.47 -0.04 5.02 5.57
PNC Balanced Allocation C 2.42 4.14 2.25 0.63 4.50 5.52
GE Instl Strategic Investment Svc 2.34 4.14 2.07 -0.67 4.49 5.46
Fidelity Advisor Income Repl 2038 C 2.36 4.13 2.42 -0.13 4.61 5.47
AB Balance Wealth Strategy R 2.09 4.11 2.09 -1.10 3.97 4.26
Virtus Tactical Allocation A LW 3.41 4.10 2.99 -2.97 3.71 5.33
Virtus Tactical Allocation A 3.41 4.10 2.99 -2.97 3.71 5.33
Prudential Moderate Allocation R 2.47 4.10 2.31 -0.70 3.84 4.86
Fidelity Advisor Income Repl 2040 C 2.38 4.10 2.43 -0.25 4.70 5.61
Oppenheimer Moderate Inv A Load Waived 2.53 4.09 2.91 -0.05 4.80 5.39
Oppenheimer Moderate Inv A 2.53 4.09 2.91 -0.05 4.80 5.39
JPMorgan Investor Balanced A LW 2.04 4.09 2.04 0.95 4.89 5.77
JPMorgan Investor Balanced A 2.04 4.09 2.04 0.95 4.89 5.77
Fidelity Advisor Income Repl 2042 C 2.40 4.08 2.43 -0.41 4.82 5.80
Columbia Capital Allocation Mod Agrsv C 2.51 4.08 2.51 -0.04 5.02 5.57
Putnam Dynamic Asset Allocation Bal A LW 2.94 4.06 2.81 0.50 7.04 7.81
Putnam Dynamic Asset Allocation Bal A 2.94 4.06 2.81 0.50 7.04 7.81
Federated MDT Balanced R 3.20 4.05 2.75 -0.77 5.64 6.60
Delaware Foundation Moderate Allc C 2.31 4.05 2.61 -0.16 3.54 4.29
AMG Chicago Equity Partners Bal Inv 2.87 4.05 3.42 1.80 7.31 8.09
Wilmington Strategic Allc Mod A LW 2.49 4.02 2.72 -1.00 3.91 3.81
Wilmington Strategic Allc Mod A 2.49 4.02 2.72 -1.00 3.91 3.81
Oppenheimer Moderate Inv R 2.54 4.02 2.93 -0.35 4.53 5.13
MainStay Moderate Allocation I 2.29 4.02 2.45 -0.65 4.78 6.77
BlackRock Balanced Capital Instl 3.12 4.02 2.50 2.39 7.82 8.13
Salient Select Opportunity Institutional 6.73 4.00 10.54 -11.10 --- ---
Wells Fargo Growth Balanced B 2.47 3.99 2.36 -0.03 5.75 6.98
Calamos Growth & Income I 3.18 3.99 2.71 2.02 7.21 6.08
Wells Fargo Growth Balanced C 2.48 3.98 2.36 -0.02 5.76 6.99
VALIC Company I Asset Allocation 2.63 3.96 1.54 -0.26 5.03 6.54
Nuveen Strategy Growth Allocation C 2.03 3.96 2.03 -0.93 4.37 5.22
Even Keel Multi-Asset Managed Risk I 1.16 3.96 1.07 -2.36 2.23 ---
BNY Mellon Asset Allocation M 2.39 3.96 2.24 -1.04 5.05 4.95
Nuveen Strategy Balanced Allc R3 1.58 3.92 1.99 0.15 4.50 5.20
RidgeWorth Moderate Allocation Strat C 2.87 3.91 2.87 0.18 4.75 5.06
Putnam Dynamic Asset Allocation Bal R 2.89 3.91 2.71 0.19 6.75 7.52
Franklin Moderate Allocation Advisor 2.04 3.90 2.31 -0.75 4.38 4.78
Fidelity® Puritan® K 3.16 3.90 3.41 1.36 8.26 8.71
Calamos Growth & Income A Load Waived 3.17 3.90 2.65 1.82 6.96 5.83
Calamos Growth & Income A 3.17 3.90 2.65 1.82 6.96 5.83
AB Balance Wealth Strategy C 2.10 3.90 2.03 -1.41 3.63 3.91
Pacific Financial Dynamic Allc Inv 2.55 3.88 2.55 --- --- ---
AB Balance Wealth Strategy B 2.09 3.88 2.02 -1.46 3.58 3.90
Prudential Moderate Allocation C 2.40 3.87 2.17 -0.95 3.40 4.40
Neiman Balanced Allocation A LW 2.51 3.87 3.50 -0.13 3.85 4.60
Neiman Balanced Allocation A 2.51 3.87 3.50 -0.13 3.85 4.60
MainStay Moderate Allocation A LW 2.31 3.87 2.39 -0.84 4.53 6.51
MainStay Moderate Allocation A 2.31 3.87 2.39 -0.84 4.53 6.51
Victory CEMP Multi-Asset Balanced C 0.79 3.84 0.99 -1.37 1.78 1.44
Rx Tactical Rotation Institutional 2.96 3.84 3.84 --- --- ---
Calvert Moderate Allocation A LW 2.05 3.84 1.88 -0.89 5.24 6.55
Calvert Moderate Allocation A 2.05 3.84 1.88 -0.89 5.24 6.55
BlackRock Balanced Capital Inv A LW 3.08 3.84 2.41 2.12 7.52 7.81
BlackRock Balanced Capital Inv A 3.08 3.84 2.41 2.12 7.52 7.81
Wells Fargo WealthBuilder Gr Bal Port WB 2.19 3.83 2.03 -1.29 3.82 5.03
Salient Select Opportunity Investor 6.71 3.83 10.46 -11.38 --- ---
JPMorgan Diversified C 2.35 3.82 2.16 -0.91 4.82 6.17
Frost Moderate Allocation Instl 2.48 3.82 2.48 -0.05 4.99 5.38
Brown Advisory Multi-Strategy Instl 2.45 3.82 2.34 -0.20 --- ---
BNY Mellon Asset Allocation Inv 2.35 3.82 2.25 -1.25 4.81 4.69
Calamos Growth & Income R 3.16 3.80 2.61 1.64 6.72 5.57
Prudential Moderate Allocation B 2.40 3.79 2.17 -1.02 3.40 4.39
MainStay Moderate Allocation Inv 2.23 3.79 2.31 -1.09 4.33 6.32
Fidelity® Puritan® 3.13 3.79 3.34 1.25 8.16 8.60
Tributary Balanced Instl Plus 2.77 3.78 2.46 -0.06 6.94 ---
JPMorgan Investor Balanced C 1.99 3.77 1.92 0.41 4.33 5.23
Federated MDT Balanced C 3.17 3.77 2.59 -1.22 5.12 6.14
Even Keel Multi-Asset Managed Risk F 1.17 3.77 0.98 -2.69 --- ---
Arrow DWA Balanced C 3.32 3.76 4.30 -1.70 2.56 2.81
UBS US Allocation C 3.57 3.75 3.05 0.51 6.61 7.49
Sit Balanced 2.77 3.74 2.07 2.06 7.44 7.74
Rx Tactical Rotation A Load Waived 2.97 3.74 3.74 --- --- ---
Rx Tactical Rotation A 2.97 3.74 3.74 --- --- ---
Putnam Dynamic Asset Allocation Bal M 2.88 3.74 2.62 -0.02 6.46 7.26
Salient Select Opportunity A LW 6.70 3.72 10.40 -11.52 --- ---
Salient Select Opportunity A 6.70 3.72 10.40 -11.52 --- ---
BlackRock 60/40 Target Allocation Instl 2.39 3.72 2.22 -0.30 6.71 7.66
Franklin Moderate Allocation A LW 1.97 3.69 2.18 -1.07 4.10 4.50
Franklin Moderate Allocation A 1.97 3.69 2.18 -1.07 4.10 4.50
Oppenheimer Moderate Inv C 2.49 3.68 2.69 -0.91 3.98 4.58
Nuveen Strategy Balanced Allc C 1.56 3.68 1.87 -0.35 3.98 4.67
Even Keel Multi-Asset Managed Risk A LW 1.08 3.68 0.99 -2.65 --- ---
Even Keel Multi-Asset Managed Risk A 1.08 3.68 0.99 -2.65 --- ---
Virtus Balanced A Load Waived 3.09 3.67 2.61 -2.41 3.83 5.06
Virtus Balanced A 3.09 3.67 2.61 -2.41 3.83 5.06
Tributary Balanced Instl 2.75 3.67 2.38 -0.26 6.73 7.19
Timothy Plan Strategic Growth C 1.93 3.66 1.93 -2.10 1.61 2.34
Putnam Dynamic Asset Allocation Bal C 2.87 3.65 2.63 -0.25 6.22 6.98
Plumb Balanced 3.75 3.65 4.36 -0.89 6.97 6.47
Oppenheimer Moderate Inv B 2.47 3.65 2.66 -0.92 3.97 4.55
BlackRock Balanced Capital R 3.10 3.63 2.34 1.76 7.16 7.42
Virtus Tactical Allocation B 3.24 3.62 2.73 -3.63 2.91 4.55
Putnam Dynamic Asset Allocation Bal B 2.88 3.62 2.56 -0.33 6.20 6.99
Frost Moderate Allocation Investor 2.42 3.62 2.42 -0.33 4.71 5.11
Virtus Tactical Allocation C 3.21 3.59 2.72 -3.80 2.87 4.51
Franklin Moderate Allocation R 1.98 3.57 2.19 -1.32 3.84 4.24
BlackRock 60/40 Target Allocation Inv A 2.34 3.51 2.07 -0.69 6.30 7.26
BlackRock 60/40 Target Allocation I A LW 2.34 3.51 2.07 -0.69 6.30 7.26
Oakmark Equity & Income I 2.14 3.50 0.96 -1.69 5.10 6.16
Transamerica Instl Asst Allc Interm Hrzn 2.18 3.48 2.08 -0.28 4.58 5.49
Salient Select Opportunity C 6.61 3.46 10.32 -11.94 --- ---
BlackRock Balanced Capital Inv C 3.05 3.45 2.26 1.37 6.71 6.98
BlackRock 60/40 Target Allocation R 2.35 3.43 2.08 -0.85 6.13 7.08
Calamos Growth & Income B 3.10 3.41 2.49 1.02 6.32 5.27
Schwab Balanced 2.88 3.39 2.96 0.35 6.80 7.45
Calamos Growth & Income C 3.13 3.39 2.48 1.00 6.14 5.02
Neiman Balanced Allocation C 2.36 3.36 3.27 -0.89 3.06 3.79
Calvert Moderate Allocation C 1.93 3.35 1.68 -1.67 4.44 5.75
MainStay Moderate Allocation C 2.17 3.34 2.09 -1.82 3.55 5.51
MainStay Moderate Allocation B 2.09 3.34 2.09 -1.82 3.55 5.53
Even Keel Multi-Asset Managed Risk C 0.99 3.32 0.81 -3.33 --- ---
Oakmark Equity & Income II 2.16 3.31 0.89 -2.04 4.77 5.81
Transamerica Asset Allc Interm Horizon 2.17 3.30 1.99 -0.62 4.21 5.17
Sterling Capital Strategic Allc Bal I 1.53 3.30 1.24 -1.24 4.66 4.96
Franklin Moderate Allocation C 1.89 3.29 2.03 -1.80 3.33 3.72
ASTON/Montag & Caldwell Balanced I 2.06 3.25 2.60 1.81 6.58 6.98
Virtus Balanced C 3.04 3.23 2.36 -3.12 3.06 4.26
Virtus Balanced B 3.03 3.22 2.35 -3.18 3.04 4.27
Nationwide Diverse Managers Instl Svc 1.80 3.22 1.21 -1.63 --- ---
Rx Tactical Rotation C 2.88 3.21 3.54 --- --- ---
BlackRock Balanced Capital Inv B 2.97 3.15 2.09 0.89 6.35 6.67
ASTON/Montag & Caldwell Balanced N 2.06 3.14 2.61 1.71 6.47 6.86
Sterling Capital Strategic Allc Bal A LW 1.48 3.10 1.19 -1.50 4.36 4.67
Sterling Capital Strategic Allc Bal A 1.48 3.10 1.19 -1.50 4.36 4.67
FPA Crescent 2.34 3.10 1.14 0.38 4.94 7.22
BlackRock 60/40 Target Allocation Inv C 2.30 3.03 1.85 -1.40 5.53 6.49
Sterling Capital Strategic Allc Bal C 1.41 2.69 1.02 -2.25 3.61 3.89
Sterling Capital Strategic Allc Bal B 1.46 2.68 0.97 -2.24 3.59 3.89
Janus Balanced N 3.27 2.51 2.62 1.09 6.53 ---
ICON Risk-Managed Balanced S 2.05 2.50 1.06 -0.97 4.09 5.16
Janus Balanced I 3.21 2.44 2.57 0.99 6.45 7.57
Janus Aspen Balanced Instl 3.20 2.44 2.51 0.99 6.43 7.70
Janus Balanced D 3.27 2.42 2.59 0.95 6.36 7.51
ICON Risk-Managed Balanced A LW 2.04 2.38 1.03 -1.16 3.84 4.92
ICON Risk-Managed Balanced A 2.04 2.38 1.03 -1.16 3.84 4.92
Janus Balanced T 3.22 2.35 2.54 0.84 6.26 7.40
Victory Strategic Allocation I 1.41 2.31 1.61 -0.30 5.41 7.35
Janus Balanced A Load Waived 3.20 2.31 2.52 0.71 6.13 7.27
Janus Balanced A 3.20 2.31 2.52 0.71 6.13 7.27
Waddell & Reed Continental Inc Y 2.47 2.30 2.96 -0.28 6.08 7.72
Janus Balanced S 3.20 2.25 2.48 0.59 6.00 7.13
Victory Strategic Allocation A LW 1.41 2.24 1.62 -0.50 5.19 7.07
Victory Strategic Allocation A 1.41 2.24 1.62 -0.50 5.19 7.07
Ivy Balanced R6 2.44 2.18 2.93 -0.19 --- ---
Victory Strategic Allocation R 1.41 2.11 1.55 -0.78 4.87 6.77
Ivy Balanced I 2.44 2.07 2.86 -0.37 6.01 7.60
PSG Tactical Growth 2.39 2.06 1.51 -7.65 -2.39 ---
Janus Balanced R 3.17 2.06 2.41 0.32 5.73 6.85
Pioneer Solutions Balanced Y 1.78 2.05 1.60 -2.68 3.70 4.67
Waddell & Reed Continental Inc A LW 2.47 2.04 2.80 -0.58 5.78 7.40
Waddell & Reed Continental Inc A 2.47 2.04 2.80 -0.58 5.78 7.40
InvestEd Balanced Load Waived 3.00 2.01 2.01 -1.55 5.49 5.36
InvestEd Balanced 3.00 2.01 2.01 -1.55 5.49 5.36
Ivy Balanced Y 2.40 1.94 2.78 -0.63 5.75 7.33
Ivy Balanced A Load Waived 2.40 1.94 2.82 -0.60 5.74 7.32
Ivy Balanced A 2.40 1.94 2.82 -0.60 5.74 7.32
ICON Risk-Managed Balanced C 1.99 1.94 0.84 -1.89 3.07 4.15
Pioneer Solutions Balanced A LW 1.71 1.90 1.62 -2.94 3.41 4.39
Pioneer Solutions Balanced A 1.71 1.90 1.62 -2.94 3.41 4.39
Janus Balanced C 3.15 1.90 2.32 0.04 5.38 6.49
Victory Strategic Allocation C 1.37 1.79 1.37 -1.24 4.44 6.32
Pioneer Solutions Balanced R 1.81 1.72 1.54 -3.09 --- ---
Ivy Balanced R 2.36 1.71 2.72 -0.98 5.38 ---
Waddell & Reed Continental Inc C 2.38 1.61 2.60 -1.49 4.90 6.48
Timothy Plan Growth & Income I 2.56 1.60 2.56 -0.85 --- ---
Ivy Balanced C 2.33 1.53 2.59 -1.33 5.02 6.57
Timothy Plan Growth & Income A LW 2.57 1.51 2.57 -1.01 --- ---
Timothy Plan Growth & Income A 2.57 1.51 2.57 -1.01 --- ---
Ivy Balanced B 2.34 1.49 2.59 -1.37 4.96 6.51
Pioneer Solutions Balanced C 1.67 1.47 1.47 -3.61 2.70 3.67
Waddell & Reed Continental Inc B 2.29 1.41 2.51 -1.75 4.61 6.20
Timothy Plan Growth & Income C 2.52 1.05 2.33 -1.77 --- ---
Avondale Core Investment 0.10 -0.61 -0.20 -2.69 --- ---
QS Dynamic Multi-Strategy I 0.28 -1.78 -0.82 -8.06 --- ---
QS Dynamic Multi-Strategy A Load Waived 0.28 -1.96 -0.82 -8.30 1.58 ---
QS Dynamic Multi-Strategy A 0.28 -1.96 -0.82 -8.30 1.58 ---
QS Dynamic Multi-Strategy C 0.19 -2.41 -1.10 -9.08 --- ---
VY® T. Rowe Price Capital Apprec R6 2.28 --- --- --- --- ---
Voya Solution Balanced Port R6 2.52 --- --- --- --- ---
T. Rowe Price Personal Strat Bal I 2.32 --- 2.75 --- --- ---
Scharf Balanced Opportunity Retail 3.79 --- 3.30 --- --- ---
Rational Strategic Allocation Instl 2.25 --- --- --- --- ---
Rational Strategic Allocation C 2.33 --- --- --- --- ---
QS Dynamic Multi-Strategy R --- --- --- --- --- ---
MainStay Moderate Allocation R3 2.15 --- 2.23 --- --- ---
Eaton Vance Balanced R6 2.52 --- --- --- --- ---
Eaton Vance Balanced R 2.65 --- --- --- --- ---
Calvert Moderate Allocation Y 2.03 --- --- --- --- ---
Calvert Moderate Allocation I 2.05 --- --- --- --- ---
BlackRock 60/40 Target Allocation K 2.39 --- 2.13 --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2016 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow