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Data through 4/24/2014. Our favorite Moderate Allocation funds
Fund Category : Moderate Allocation : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Moderate Allocation 1.05 1.90 3.42 11.45 8.08 13.11
Prudential Real Assets Z 3.31 6.85 7.06 2.71 2.93 ---
Prudential Real Assets A Load Waived 3.32 6.65 6.97 2.46 2.65 ---
Prudential Real Assets A 3.32 6.65 6.97 2.46 2.65 ---
Prudential Real Assets C 3.23 6.47 6.68 1.69 1.86 ---
Prudential Real Assets B 3.23 6.46 6.78 1.69 1.89 ---
Innealta Capital Risk Based Opp Mod N 3.03 6.35 7.87 --- --- ---
Innealta Capital Risk Based Opp Mod I 2.93 6.35 7.87 --- --- ---
Innealta Capital Risk Based Opp Mod A LW 3.03 6.35 7.87 --- --- ---
Innealta Capital Risk Based Opp Mod A 3.03 6.35 7.87 --- --- ---
Innovator Matrix Income® Institutional 2.58 6.01 5.74 7.28 --- ---
Innovator Matrix Income® A Load Waived 2.50 5.94 5.62 6.94 --- ---
Innovator Matrix Income® A 2.50 5.94 5.62 6.94 --- ---
SEI Conservative Strategy Allc A (SAAT) 2.05 5.82 6.39 10.23 11.49 19.19
SEI Defensive Strategy Allc A (SAAT) 1.96 5.63 6.03 9.68 11.10 18.96
AllianzGI Multi-Asset Real Return P 3.90 5.47 7.24 4.17 --- ---
AllianzGI Multi-Asset Real Return Inst 3.96 5.47 7.31 4.24 --- ---
AllianzGI Multi-Asset Real Return D 3.90 5.41 7.17 4.02 --- ---
AllianzGI Multi-Asset Real Return A LW 3.91 5.35 7.19 3.94 --- ---
AllianzGI Multi-Asset Real Return A 3.91 5.35 7.19 3.94 --- ---
AllianzGI Multi-Asset Real Return C 3.87 5.18 7.02 3.33 --- ---
Hotchkis and Wiley Capital Income I 1.80 4.90 5.93 16.25 14.25 ---
Hotchkis and Wiley Capital Income A LW 1.72 4.67 5.68 15.64 14.93 ---
Hotchkis and Wiley Capital Income A 1.72 4.67 5.68 15.64 14.93 ---
WOA All Asset I Class I 3.37 4.51 6.27 11.30 --- ---
Intrepid Capital Institutional -0.14 4.05 4.05 14.27 9.15 ---
MainStay Income Builder I 2.25 3.96 5.41 13.07 11.46 15.30
MainStay Income Builder A Load Waived 2.25 3.93 5.39 12.83 11.20 15.01
MainStay Income Builder A 2.25 3.93 5.39 12.83 11.20 15.01
Intrepid Capital -0.21 3.91 3.99 13.98 8.88 14.35
Nuveen Intelligent Risk Mod Allc I 2.54 3.88 4.80 3.10 --- ---
MainStay Income Builder Inv 2.24 3.87 5.32 12.53 10.86 14.66
LoCorr Spectrum Income I 1.88 3.83 4.04 --- --- ---
Nuveen Intelligent Risk Mod Allc A LW 2.52 3.82 4.74 2.84 --- ---
Nuveen Intelligent Risk Mod Allc A 2.52 3.82 4.74 2.84 --- ---
LoCorr Spectrum Income A Load Waived 1.86 3.76 3.97 --- --- ---
LoCorr Spectrum Income A 1.86 3.76 3.97 --- --- ---
Nuveen Intelligent Risk Mod Allc R3 2.47 3.72 4.64 2.55 --- ---
Two Oaks Diversified Growth & Income A 1.49 3.64 5.34 8.79 8.42 14.87
Two Oaks Diversified Growth & Incom A LW 1.49 3.64 5.34 8.79 8.42 14.87
Franklin Balanced Adv 2.38 3.63 5.45 11.80 9.56 15.98
Westwood Income Opportunity Instl 2.00 3.62 4.75 7.67 9.53 12.33
MainStay Income Builder C 2.16 3.62 5.12 11.66 10.02 13.80
MainStay Income Builder B 2.15 3.61 5.16 11.70 10.04 13.81
ING T. Rowe Price Cap Apprec Port I 1.21 3.60 4.56 17.34 12.51 16.93
American Funds Inc Fund of Amer R6 2.27 3.60 5.34 13.02 11.11 ---
State Farm Balanced 2.39 3.59 5.42 11.38 7.66 10.69
American Funds Inc Fund of Amer R5 2.27 3.59 5.33 12.91 11.05 16.20
American Funds Inc Fund of Amer F2 2.27 3.58 5.26 12.85 10.98 16.14
American Funds Inc Fund of Amer 529F1 2.27 3.57 5.31 12.87 10.93 16.07
Westwood Income Opportunity A LW 2.01 3.56 4.77 7.42 9.26 12.06
Westwood Income Opportunity A 2.01 3.56 4.77 7.42 9.26 12.06
T. Rowe Price Capital Appreciation 1.18 3.55 4.52 17.18 12.56 16.73
RiverNorth Core Opportunity 1.58 3.53 4.04 12.11 8.24 16.11
Nuveen Intelligent Risk Mod Allc C 2.42 3.53 4.50 2.06 --- ---
ING T. Rowe Price Cap Apprec Port S 1.17 3.53 4.52 17.07 12.23 16.64
Franklin Balanced A Load Waived 2.36 3.53 5.38 11.39 9.25 15.64
Franklin Balanced A 2.36 3.53 5.38 11.39 9.25 15.64
American Funds Inc Fund of Amer F1 2.27 3.52 5.26 12.60 10.71 15.85
ING T. Rowe Price Cap Apprec Port S2 1.18 3.51 4.51 16.89 12.07 16.47
JHFunds2 Capital Appreciation Value NAV 1.17 3.50 4.48 17.11 12.38 ---
LK Balanced Institutional 1.04 3.49 5.56 14.72 --- ---
American Funds Inc Fund of Amer A LW 2.27 3.48 5.27 12.65 10.78 15.93
American Funds Inc Fund of Amer A 2.27 3.48 5.27 12.65 10.78 15.93
American Beacon Balanced AMR 1.28 3.48 5.01 15.30 12.12 15.23
LoCorr Spectrum Income C 1.80 3.47 3.79 --- --- ---
American Funds Inc Fund of Amer R4 2.27 3.47 5.26 12.59 10.72 15.84
T. Rowe Price Capital Appreciation Adv 1.15 3.46 4.44 16.82 12.23 16.40
American Funds Inc Fund of Amer 529A LW 2.22 3.46 5.20 12.56 10.67 15.81
American Funds Inc Fund of Amer 529A 2.22 3.46 5.20 12.56 10.67 15.81
Sterling Capital Strategic Allc Bal I 1.65 3.45 4.26 11.16 5.99 11.97
Manning & Napier Pro-Blend Extnd Term S 1.57 3.43 4.51 13.19 8.63 12.99
Manning & Napier Pro-Blend Extnd Term I 1.54 3.42 4.48 13.43 8.89 13.25
American Funds Inc Fund of Amer 529E 2.23 3.41 5.20 12.32 10.40 15.52
ING T. Rowe Price Cap Apprec Port Adv 1.13 3.40 4.41 16.66 11.83 16.22
American Funds Inc Fund of Amer R3 2.23 3.40 5.19 12.27 10.38 15.49
American Beacon Balanced Instl 1.26 3.39 4.97 14.99 11.80 14.94
Pinnacle Growth and Income P 2.28 3.37 5.98 --- --- ---
American Beacon Balanced Y 1.25 3.37 4.95 14.84 11.68 ---
Scharf Balanced Opportunity Inv 3.33 3.33 4.98 19.39 --- ---
Pioneer Classic Balanced Y 0.74 3.33 4.00 14.63 9.74 13.94
Two Oaks Diversified Growth & Income C 1.33 3.32 5.10 7.91 --- ---
Franklin Balanced C 2.23 3.32 5.14 10.61 8.49 14.82
Sterling Capital Strategic Allc Bal A LW 1.60 3.31 4.13 10.74 5.69 11.67
Sterling Capital Strategic Allc Bal A 1.60 3.31 4.13 10.74 5.69 11.67
Manning & Napier Pro-Blend Extnd Term R 1.46 3.31 4.43 12.82 8.37 ---
American Funds Inc Fund of Amer B 2.18 3.30 5.10 11.85 9.95 15.05
Pinnacle Growth and Income A LW 2.36 3.29 5.98 --- --- ---
Pinnacle Growth and Income A 2.36 3.29 5.98 --- --- ---
American Funds Inc Fund of Amer C 2.19 3.27 5.07 11.84 9.91 15.00
MainStay Balanced R1 1.23 3.26 4.87 14.69 11.10 14.93
American Funds Inc Fund of Amer 529B 2.23 3.26 5.05 11.71 9.82 14.90
MainStay Balanced I 1.23 3.25 4.89 14.78 11.20 15.05
American Funds Inc Fund of Amer R1 2.18 3.24 5.03 11.75 9.88 14.98
American Beacon Balanced Inv 1.23 3.24 4.82 14.65 11.45 14.55
American Funds Inc Fund of Amer 529C 2.18 3.23 5.07 11.74 9.81 14.93
American Beacon Balanced A Load Waived 1.22 3.22 4.80 14.46 11.26 ---
American Beacon Balanced A 1.22 3.22 4.80 14.46 11.26 ---
American Funds Inc Fund of Amer R2 2.19 3.21 5.01 11.78 9.90 14.96
MainStay Balanced A Load Waived 1.23 3.19 4.83 14.53 10.93 14.77
MainStay Balanced A 1.23 3.19 4.83 14.53 10.93 14.77
Manning & Napier Strategic Inc Modrt I 1.83 3.18 4.14 6.88 --- ---
Leuthold Core Investment I -0.05 3.18 3.80 15.42 5.52 10.71
American Beacon Balanced Adv 1.22 3.18 4.83 14.47 11.25 14.37
Perkins Value Plus Income S 1.03 3.17 3.89 8.86 8.63 ---
MainStay Balanced R2 1.24 3.17 4.81 14.42 10.82 14.65
Leuthold Core Investment Retail -0.05 3.16 3.84 15.31 5.42 10.60
MainStay Balanced Inv 1.21 3.14 4.79 14.31 10.73 14.55
Lord Abbett Multi-Asset Balanced Opp I 1.47 3.14 4.93 13.20 8.69 14.55
Pioneer Classic Balanced A Load Waived 0.74 3.13 3.91 14.15 9.39 13.55
Pioneer Classic Balanced A 0.74 3.13 3.91 14.15 9.39 13.55
Manning & Napier Pro-Blend Extnd Term C 1.46 3.13 4.22 12.28 7.83 ---
Perkins Value Plus Income T 1.01 3.10 3.82 9.09 8.86 ---
MainStay Balanced R3 1.20 3.10 4.75 14.14 10.55 14.37
Perkins Value Plus Income A Load Waived 1.09 3.09 3.80 8.97 8.79 ---
Perkins Value Plus Income A 1.09 3.09 3.80 8.97 8.79 ---
Columbia Flexible Capital Income I 1.39 3.09 4.03 12.61 --- ---
Perkins Value Plus Income I 1.04 3.08 3.80 9.27 9.05 ---
Sterling Capital Strategic Allc Bal C 1.54 3.07 3.91 9.92 4.91 10.81
Sterling Capital Strategic Allc Bal B 1.63 3.07 4.01 10.05 4.92 10.81
Columbia Flexible Capital Income Z 1.39 3.07 4.02 12.45 --- ---
Pinnacle Growth and Income C 2.21 3.05 5.75 15.02 7.74 ---
Perkins Value Plus Income D 1.02 3.05 3.85 9.12 8.91 ---
Columbia Flexible Capital Income R5 1.38 3.05 3.99 12.56 --- ---
Columbia Flexible Capital Income R4 1.38 3.05 3.99 12.56 --- ---
Manning & Napier Strategic Inc Modrt S 1.74 3.04 4.00 6.55 --- ---
Lord Abbett Multi-Asset Balanced Opp F 1.39 3.03 4.82 13.01 8.59 14.46
Delaware Dividend Income Instl 1.73 3.02 5.08 13.08 10.35 16.71
Vanguard Wellington™ Admiral™ 1.67 3.00 4.34 13.76 11.18 14.98
Vanguard Wellington™ Inv 1.68 2.99 4.31 13.68 11.09 14.88
Lord Abbett Multi-Asset Balanced Opp A 1.37 2.99 4.86 12.83 8.43 14.24
Lord Abbett Multi-Asset Balanced Op A LW 1.37 2.99 4.86 12.83 8.43 14.24
Eaton Vance Balanced I 1.17 2.97 4.20 16.47 --- ---
Lord Abbett Multi-Asset Balanced Opp P 1.44 2.95 4.83 12.65 8.23 14.08
American Beacon Balanced C 1.15 2.95 4.66 13.54 10.45 ---
Lord Abbett Multi-Asset Balanced Opp R3 1.44 2.94 4.81 12.57 8.18 14.01
Delaware Dividend Income A Load Waived 1.71 2.94 5.02 12.80 10.07 16.42
Delaware Dividend Income A 1.71 2.94 5.02 12.80 10.07 16.42
Federated MDT Balanced Instl 1.15 2.93 4.98 16.80 9.31 13.00
Columbia Flexible Capital Income A LW 1.39 2.92 3.96 12.17 --- ---
Columbia Flexible Capital Income A 1.39 2.92 3.96 12.17 --- ---
Columbia Flexible Capital Income W 1.31 2.91 3.85 12.14 --- ---
Prudential Asset Allocation Z 1.33 2.90 4.38 13.99 10.41 14.35
MainStay Balanced C 1.16 2.90 4.58 13.46 9.90 13.69
MainStay Balanced B 1.13 2.90 4.58 13.45 9.89 13.69
Federated MDT Balanced A Load Waived 1.15 2.87 4.92 16.56 9.07 12.71
Federated MDT Balanced A 1.15 2.87 4.92 16.56 9.07 12.71
Lord Abbett Multi-Asset Balanced Opp R2 1.33 2.86 4.70 12.42 8.02 13.98
CornerCap Balanced 0.85 2.86 4.80 16.28 8.15 13.05
Virtus Tactical Allocation A LW 0.90 2.85 4.34 15.31 9.30 13.13
Virtus Tactical Allocation A 0.90 2.85 4.34 15.31 9.30 13.13
Prudential Asset Allocation A LW 1.27 2.85 4.27 13.67 10.10 14.01
Prudential Asset Allocation A 1.27 2.85 4.27 13.67 10.10 14.01
Delaware Dividend Income R 1.68 2.85 4.95 12.51 9.80 16.13
Pioneer Classic Balanced B 0.75 2.83 3.73 13.11 8.39 12.53
Pioneer Classic Balanced C 0.64 2.81 3.71 13.24 8.51 12.60
Virtus Balanced A Load Waived 0.97 2.80 4.03 14.09 8.53 13.26
Virtus Balanced A 0.97 2.80 4.03 14.09 8.53 13.26
Lord Abbett Multi-Asset Balanced Opp B 1.31 2.80 4.68 11.98 7.61 13.45
Northern Income Equity 2.07 2.79 5.66 15.24 10.34 17.16
Eaton Vance Balanced A Load Waived 1.17 2.79 4.14 16.05 10.38 13.41
Eaton Vance Balanced A 1.17 2.79 4.14 16.05 10.38 13.41
Prudential Asset Allocation R 1.27 2.78 4.27 13.46 9.89 13.72
Columbia Flexible Capital Income R 1.31 2.77 3.80 11.78 --- ---
Transamerica Partners Instl Balanced 1.02 2.76 4.01 13.16 10.79 15.15
Lord Abbett Multi-Asset Balanced Opp C 1.32 2.75 4.71 12.09 7.62 13.44
Delaware Dividend Income B 1.71 2.75 4.81 12.01 9.26 15.57
Columbia Flexible Capital Income C 1.32 2.75 3.70 11.38 --- ---
Perkins Value Plus Income C 0.95 2.74 3.54 8.17 8.09 ---
Federated MDT Balanced R 1.09 2.74 4.79 16.28 8.61 12.23
Invesco Moderate Allocation R5 1.96 2.71 3.80 8.49 7.91 13.23
Eaton Vance Balanced C 1.16 2.71 4.06 15.27 9.60 12.60
Invesco Moderate Allocation Y 1.87 2.70 3.79 8.47 7.89 13.21
Sextant Core 1.66 2.69 4.26 8.75 5.46 9.92
George Putnam Balanced R6 1.28 2.69 4.09 --- --- ---
Delaware Dividend Income C 1.64 2.68 4.81 11.93 9.23 15.54
George Putnam Balanced Y 1.28 2.67 4.07 12.55 10.12 14.06
Invesco Moderate Allocation S 1.92 2.66 3.76 8.35 7.76 ---
George Putnam Balanced R5 1.28 2.66 4.07 --- --- ---
Transamerica Multi-Mgd Balanced I 1.04 2.65 4.04 12.86 10.49 ---
Prudential Asset Allocation C 1.21 2.64 4.11 12.87 9.35 13.22
Prudential Asset Allocation B 1.27 2.64 4.18 12.94 9.37 13.23
Federated MDT Balanced C 1.10 2.64 4.70 15.70 8.22 11.86
Virtus Balanced C 0.91 2.63 3.87 13.26 7.73 12.43
Putnam Dynamic Asset Allocation Bal R6 0.91 2.63 3.89 14.26 --- ---
Archer Balanced 1.26 2.63 4.25 14.66 7.49 11.07
Virtus Tactical Allocation B 0.89 2.62 4.09 14.44 8.47 12.29
Virtus Balanced B 0.91 2.61 3.85 13.26 7.74 12.43
USAA Cornerstone Moderately Agrsv 1.59 2.61 3.86 8.56 4.86 13.81
Transamerica Partners Balanced 0.98 2.61 3.93 12.73 10.37 14.73
Virtus Tactical Allocation C 0.88 2.60 4.05 14.35 8.45 12.30
USAA First Start Growth 1.97 2.60 5.00 12.74 7.94 16.50
Eaton Vance Balanced B 1.17 2.60 3.95 15.30 9.58 12.53
Putnam Dynamic Asset Allocation Bal R5 0.84 2.55 3.80 14.01 --- ---
Outfitter 1.17 2.55 4.69 10.51 --- ---
Invesco Moderate Allocation A LW 1.89 2.55 3.73 8.18 7.63 12.92
Invesco Moderate Allocation A 1.89 2.55 3.73 8.18 7.63 12.92
Putnam Dynamic Asset Allocation Bal Y 0.84 2.54 3.87 14.04 9.67 16.07
George Putnam Balanced A Load Waived 1.22 2.54 4.02 12.24 9.86 13.77
George Putnam Balanced A 1.22 2.54 4.02 12.24 9.86 13.77
American Funds College 2024 529F1 1.47 2.54 3.54 12.37 --- ---
Transamerica Multi-Mgd Balanced A LW 1.00 2.53 3.93 12.47 10.01 16.02
Transamerica Multi-Mgd Balanced A 1.00 2.53 3.93 12.47 10.01 16.02
Ironclad Managed Risk 0.35 2.52 3.92 10.08 7.69 ---
USAA Cornerstone Moderate 1.49 2.51 3.55 7.90 5.29 14.63
Invesco Moderate Allocation R 1.83 2.49 3.68 7.90 7.37 12.67
George Putnam Balanced R 1.22 2.49 3.97 12.02 9.58 13.49
UBS US Allocation Y 0.68 2.48 3.98 16.33 10.49 15.84
Putnam Dynamic Asset Allocation Bal A LW 0.84 2.48 3.81 13.79 9.39 15.76
Putnam Dynamic Asset Allocation Bal A 0.84 2.48 3.81 13.79 9.39 15.76
Plumb Balanced 1.25 2.48 4.26 16.06 7.29 11.67
American Century Balanced Instl 1.25 2.48 3.96 12.81 10.68 13.72
American Funds College 2024 529-A LW 1.39 2.46 3.37 12.07 --- ---
American Funds College 2024 529-A 1.39 2.46 3.37 12.07 --- ---
George Putnam Balanced M 1.23 2.45 3.88 11.78 9.30 13.22
Vanguard STAR Inv 1.20 2.43 3.55 13.61 9.62 14.06
JHancock Balanced R6 0.81 2.41 4.05 13.30 --- ---
UBS US Allocation A Load Waived 0.66 2.40 3.92 16.02 10.17 15.50
UBS US Allocation A 0.66 2.40 3.92 16.02 10.17 15.50
JHancock Balanced R5 0.84 2.38 4.02 13.21 9.88 13.39
Invesco Moderate Allocation C 1.88 2.38 3.57 7.44 6.85 12.11
Invesco Moderate Allocation B 1.88 2.38 3.65 7.44 6.84 12.10
American Century Balanced Inv 1.25 2.38 3.92 12.59 10.45 13.50
JHancock Balanced I 0.83 2.37 4.02 13.21 9.85 13.40
Dodge & Cox Balanced 0.79 2.37 4.04 19.97 13.11 17.57
American Funds College 2024 529-E 1.39 2.37 3.37 11.78 --- ---
Putnam Dynamic Asset Allocation Bal R 0.78 2.36 3.70 13.52 9.13 15.46
Putnam Dynamic Asset Allocation Bal M 0.85 2.36 3.69 13.26 8.85 15.21
Mairs & Power Balanced Inv 1.54 2.36 4.34 12.74 11.77 16.15
Roumell Opportunistic Value Instl 2.51 2.32 2.12 7.27 3.64 ---
Cavanal Hill Balanced I 0.76 2.32 3.63 10.66 8.20 13.13
Touchstone Balanced Allocation Instl 1.08 2.31 3.48 10.19 7.50 12.45
JHancock Balanced R2 0.83 2.31 4.02 12.97 --- ---
George Putnam Balanced C 1.16 2.31 3.79 11.43 9.02 12.91
George Putnam Balanced B 1.16 2.31 3.80 11.46 9.01 12.91
SMI Dynamic Allocation 2.96 2.30 4.21 6.44 --- ---
Transamerica Multi-Mgd Balanced C 0.91 2.29 3.75 11.71 9.35 15.35
JHancock Balanced A Load Waived 0.81 2.29 3.94 12.84 9.45 12.97
JHancock Balanced A 0.81 2.29 3.94 12.84 9.45 12.97
Vanguard Balanced Index I 0.78 2.28 3.45 12.71 10.26 13.98
State Farm Equity & Bond Instl 0.59 2.28 3.72 12.07 9.59 12.50
Columbia Thermostat Y 0.54 2.28 2.00 6.83 --- ---
Columbia Thermostat R5 0.48 2.28 1.93 6.73 --- ---
Columbia Thermostat R4 0.48 2.28 1.93 6.72 --- ---
Value Line Income & Growth 0.83 2.27 4.18 13.51 8.44 12.57
JHancock Balanced R4 0.79 2.27 3.97 12.96 9.62 13.08
Cavanal Hill Balanced A Load Waived 0.69 2.27 3.50 10.34 --- ---
Cavanal Hill Balanced A 0.69 2.27 3.50 10.34 --- ---
State Farm Equity & Bond A Legacy LW 0.58 2.26 3.69 11.81 9.32 12.23
State Farm Equity & Bond A Legacy 0.58 2.26 3.69 11.81 9.32 12.23
MFS® Total Return R5 1.16 2.25 3.90 12.60 --- ---
Ascendant Balanced I 0.83 2.25 3.71 12.47 --- ---
Vanguard Balanced Index Adm 0.74 2.24 3.41 12.67 10.23 13.96
Hartford Checks and Balances R5 1.34 2.24 3.54 15.53 10.28 14.22
WesMark Balanced 0.98 2.23 3.69 9.40 8.35 11.93
Roumell Opportunistic Value A LW 2.53 2.23 2.13 7.03 3.41 ---
Roumell Opportunistic Value A 2.53 2.23 2.13 7.03 3.41 ---
JHancock Balanced R3 0.81 2.23 3.93 12.60 9.22 12.73
Frost Moderate Allocation Instl 1.23 2.23 3.85 10.55 6.70 12.14
Vanguard Balanced Index Signal 0.74 2.22 3.40 12.71 10.23 13.96
Transamerica Multi-Mgd Balanced B 0.90 2.22 3.71 11.44 9.06 15.05
Touchstone Balanced Allocation Y 1.07 2.22 3.38 10.06 7.47 12.44
Putnam Dynamic Asset Allocation Bal B 0.78 2.22 3.63 12.90 8.60 14.91
Columbia Thermostat Z 0.48 2.22 1.94 6.67 8.39 15.88
Vanguard Balanced Index Inv 0.71 2.21 3.38 12.50 10.07 13.80
State Farm Equity & Bond R2 0.59 2.21 3.67 11.72 9.20 12.08
State Farm Equity & Bond R3 0.59 2.20 3.66 12.02 9.49 12.41
Putnam Dynamic Asset Allocation Bal C 0.72 2.20 3.56 12.86 8.56 14.92
Nuveen Strategy Balanced Allc A LW 1.22 2.20 3.75 10.53 7.10 13.50
Nuveen Strategy Balanced Allc A 1.22 2.20 3.75 10.53 7.10 13.50
Capital Guardian Core Balanced Instl 1.19 2.20 4.71 --- --- ---
American Funds College 2024 529-C 1.40 2.20 3.29 11.25 --- ---
American Funds College 2024 529-B 1.40 2.20 3.29 11.26 --- ---
Frost Moderate Allocation A Load Waived 1.28 2.19 3.82 10.31 6.44 11.84
Frost Moderate Allocation A 1.28 2.19 3.82 10.31 6.44 11.84
Columbia Thermostat A Load Waived 0.54 2.19 1.92 6.48 8.16 15.62
Columbia Thermostat A 0.54 2.19 1.92 6.48 8.16 15.62
Cavanal Hill Balanced Inv 0.69 2.19 3.49 10.32 7.91 12.84
Buffalo Flexible Income 1.98 2.19 3.71 10.09 10.44 15.53
State Farm Equity & Bond A Load Waived 0.59 2.18 3.63 11.84 9.31 12.23
State Farm Equity & Bond A 0.59 2.18 3.63 11.84 9.31 12.23
Nuveen Strategy Balanced Allc I 1.11 2.18 3.73 10.73 7.35 13.76
Ascendant Balanced A Load Waived 0.90 2.18 3.65 12.17 --- ---
Ascendant Balanced A 0.90 2.18 3.65 12.17 --- ---
MFS® Total Return R4 1.09 2.17 3.88 12.43 9.95 13.05
MFS® Total Return I 1.09 2.17 3.89 12.44 9.94 13.05
Vanguard LifeStrategy Moderate Gr Inv 1.29 2.16 3.46 11.05 7.90 12.74
Touchstone Balanced Allocation A LW 1.01 2.16 3.33 9.80 7.22 12.16
Touchstone Balanced Allocation A 1.01 2.16 3.33 9.80 7.22 12.16
AllianceBern Balance Wealth Strat I 1.55 2.16 3.85 11.41 6.38 13.02
JHancock Balanced R1 0.78 2.15 3.84 12.47 9.10 12.60
Hartford Checks and Balances I 1.34 2.15 3.44 15.52 10.27 14.21
Fidelity Asset Manager® 60% 0.89 2.15 3.36 13.12 7.75 14.02
AllianceBern Balance Wealth Strat Adv 1.62 2.15 3.84 11.46 6.40 13.03
UBS US Allocation C 0.62 2.14 3.74 15.14 9.35 14.62
ING MFS Total Return Port I 1.06 2.14 3.85 12.32 9.77 12.79
Thrivent Moderate Allocation I 0.79 2.13 3.02 11.86 7.60 13.56
Legg Mason Inv Counsel Social Aware I 0.64 2.13 3.94 13.85 9.09 13.26
Legg Mason Dynamic Multi-Strategy A LW 0.80 2.12 3.81 13.20 --- ---
Legg Mason Dynamic Multi-Strategy A 0.80 2.12 3.81 13.20 --- ---
JHancock Lifestyle II Balanced 1 1.31 2.12 3.67 --- --- ---
Fidelity Asset Manager® 50% 0.85 2.12 3.06 11.14 7.15 12.89
AllianzGI Income & Growth P 0.39 2.12 2.86 14.36 8.42 15.96
State Farm Equity & Bond R1 0.59 2.11 3.67 11.47 8.99 11.88
Russell LifePoints Balanced Strategy R1 1.60 2.11 3.57 9.48 6.15 12.81
MFS® Total Return R3 1.07 2.11 3.82 12.16 9.66 12.76
MFS® Total Return A Load Waived 1.07 2.11 3.83 12.17 9.67 12.73
MFS® Total Return A 1.07 2.11 3.83 12.17 9.67 12.73
MFS® Total Return 529A Load Waived 1.13 2.11 3.82 12.14 9.63 12.66
MFS® Total Return 529A 1.13 2.11 3.82 12.14 9.63 12.66
JHancock Lifestyle II Balanced R6 1.30 2.11 3.66 --- --- ---
ICON Risk-Managed Balanced S 1.14 2.11 2.86 8.66 6.07 10.26
American Funds College 2027 529-A LW 1.60 2.11 3.68 14.94 --- ---
American Funds College 2027 529-A 1.60 2.11 3.68 14.94 --- ---
American Funds American Balanced R6 1.27 2.11 4.02 14.87 12.24 ---
AllianzGI Income & Growth Institutional 0.40 2.11 2.85 14.41 8.51 16.07
Oppenheimer Flexible Strategies I 0.07 2.10 1.79 9.09 --- ---
Capital Guardian Core Balanced Investor 1.19 2.10 4.61 --- --- ---
American Funds College 2027 529F1 1.59 2.10 3.76 15.06 --- ---
Hartford Checks and Balances A LW 1.28 2.09 3.38 15.19 10.01 13.91
Hartford Checks and Balances A 1.28 2.09 3.38 15.19 10.01 13.91
American Funds American Balanced R5 1.27 2.09 4.01 14.80 12.18 15.55
State Farm Equity & Bond B 0.59 2.08 3.52 11.36 8.65 11.53
Legg Mason Inv Counsel Social Aware A LW 0.64 2.08 3.94 13.57 8.79 12.96
Legg Mason Inv Counsel Social Aware A 0.64 2.08 3.94 13.57 8.79 12.96
ING MFS Total Return Port S 1.06 2.08 3.80 12.04 9.48 12.50
Hartford Checks and Balances R4 1.27 2.08 3.38 15.18 9.95 13.85
Fidelity® Puritan® K 0.05 2.08 3.20 15.92 10.01 15.11
American Funds American Balanced F2 1.27 2.08 4.04 14.75 12.11 15.49
AllianceBern Balance Wealth Strat A LW 1.55 2.08 3.78 11.05 6.06 12.69
AllianceBern Balance Wealth Strat A 1.55 2.08 3.78 11.05 6.06 12.69
Russell LifePoints Balanced Strategy S 1.57 2.07 3.53 9.37 5.98 12.69
HSBC World Selection Balanced Strat A LW 1.69 2.07 4.31 10.81 6.46 13.82
HSBC World Selection Balanced Strat A 1.69 2.07 4.31 10.81 6.46 13.82
Hennessy Equity and Income Institutional 0.77 2.07 3.62 9.78 10.33 14.39
Ascendant Balanced C 0.78 2.07 3.70 11.14 --- ---
American Funds American Balanced 529F 1.27 2.07 3.99 14.69 12.02 15.40
State Farm Equity & Bond B Legacy 0.58 2.06 3.59 11.35 8.89 11.79
Oppenheimer Flexible Strategies Y 0.04 2.06 1.75 8.89 1.70 5.34
Nuveen Strategy Balanced Allc R3 1.08 2.06 3.63 10.24 6.82 13.20
Fidelity® Puritan® 0.08 2.06 3.17 15.78 9.89 14.98
Fidelity Advisor Asset Manager® 60% I 0.80 2.06 3.36 13.01 7.67 13.96
Thrivent Moderate Allocation A LW 0.78 2.05 2.94 11.53 7.22 13.19
Thrivent Moderate Allocation A 0.78 2.05 2.94 11.53 7.22 13.19
Russell LifePoints Balanced Strategy R2 1.63 2.05 3.52 9.24 5.87 12.54
MFS® Total Return R2 1.11 2.05 3.75 11.91 9.41 12.48
Thrivent Balanced Income Plus I 0.80 2.04 2.84 15.07 8.78 15.19
Managers AMG Chicago Eq Part Bal Inst 0.01 2.04 3.33 13.07 9.97 13.63
Fidelity Advisor Asset Manager® 50% I 0.84 2.04 3.04 11.04 7.08 12.85
Columbia Thermostat B 0.47 2.04 1.77 5.92 7.62 15.02
American Funds Balanced Port F2 1.40 2.04 3.50 13.17 --- ---
AllianzGI Income & Growth A Load Waived 0.46 2.04 2.79 14.07 8.15 15.68
AllianzGI Income & Growth A 0.46 2.04 2.79 14.07 8.15 15.68
MassMutual Premier Balanced R5 1.13 2.03 3.98 12.16 9.58 13.72
Great-West Moderately Cnsrv Profile II L 1.11 2.03 3.08 8.52 --- ---
Great-West Moderate Profile I Init 1.16 2.03 3.46 11.55 7.87 12.56
American Funds College 2027 529-E 1.60 2.03 3.70 14.61 --- ---
Managers AMG Chicago Eq Part Bal Service -0.01 2.02 3.38 12.97 --- ---
Fidelity® Balanced K 0.48 2.02 3.62 15.66 10.35 15.11
American Funds American Balanced R4 1.23 2.02 3.94 14.49 11.84 15.22
Advance Capital I Balanced Instl 1.17 2.02 3.55 12.38 8.27 13.91
SEI Market Growth Strategy A (SAAT) 1.58 2.01 3.60 7.43 6.81 13.18
JHancock Balanced C 0.74 2.01 3.77 12.01 8.67 12.17
JHancock Balanced B 0.75 2.01 3.77 12.02 8.68 12.17
ICON Risk-Managed Balanced A LW 1.11 2.01 2.86 8.44 5.82 10.00
ICON Risk-Managed Balanced A 1.11 2.01 2.86 8.44 5.82 10.00
Great-West Moderate Profile II Init 1.12 2.01 3.44 11.69 8.01 12.73
AllianceBern Balance Wealth Strat K 1.56 2.01 3.71 11.00 6.02 12.64
Managers AMG Chicago Eq Part Bal Inv 0.02 2.00 3.30 12.82 9.70 13.35
ING MFS Total Return Port Adv 1.02 2.00 3.73 11.70 9.11 12.12
Hartford Checks and Balances R3 1.28 2.00 3.30 14.84 9.63 13.50
Fidelity® Balanced 0.50 2.00 3.64 15.54 10.24 14.97
American Funds Balanced Port A LW 1.44 2.00 3.47 13.00 --- ---
American Funds Balanced Port A 1.44 2.00 3.47 13.00 --- ---
TETON Westwood Balanced I 0.95 1.99 3.57 11.54 9.03 11.54
Russell LifePoints Balanced Strategy R3 1.65 1.99 3.54 9.00 5.66 12.28
Oppenheimer Flexible Strategies A LW 0.04 1.99 1.72 8.67 1.44 5.04
Oppenheimer Flexible Strategies A 0.04 1.99 1.72 8.67 1.44 5.04
ING MFS Total Return Port S2 1.01 1.99 3.73 11.89 9.33 12.34
Great-West Moderately Cnsrv Prfl I Init 1.10 1.99 3.02 8.46 6.67 10.74
Fidelity Advisor Asset Manager® 50% A LW 0.78 1.99 2.93 10.70 6.82 12.55
Fidelity Advisor Asset Manager® 50% A 0.78 1.99 2.93 10.70 6.82 12.55
American Funds Balanced Port R4 1.43 1.99 3.46 12.90 --- ---
American Funds American Balanced A LW 1.23 1.99 3.95 14.51 11.87 15.23
American Funds American Balanced A 1.23 1.99 3.95 14.51 11.87 15.23
Great-West Moderately Cnsrv Prfl II Init 1.09 1.98 3.00 8.71 6.81 10.89
Great-West Moderate Profile II L 1.12 1.98 3.44 11.41 --- ---
Fidelity Advisor Asset Manager® 60% A LW 0.80 1.98 3.28 12.72 7.43 13.69
Fidelity Advisor Asset Manager® 60% A 0.80 1.98 3.28 12.72 7.43 13.69
American Funds Balanced Port R6 1.42 1.98 3.52 13.17 --- ---
American Funds Balanced Port F1 1.42 1.98 3.44 12.82 --- ---
American Funds American Balanced F1 1.23 1.98 3.94 14.49 11.86 15.22
Roumell Opportunistic Value C 2.41 1.97 1.85 --- --- ---
American Funds Balanced Port R5 1.41 1.97 3.51 13.13 --- ---
American Funds American Balanced 529A LW 1.23 1.97 3.93 14.43 11.77 15.14
American Funds American Balanced 529A 1.23 1.97 3.93 14.43 11.77 15.14
MassMutual Premier Balanced Svc 1.17 1.96 3.99 11.99 9.39 13.53
Hennessy Equity and Income Investor 0.73 1.96 3.49 9.47 10.05 14.12
Nuveen Strategy Balanced Allc B 1.13 1.95 3.52 9.72 6.31 12.65
Fidelity Asset Manager® 70% 0.92 1.95 3.67 15.28 8.33 15.25
Fidelity Advisor Asset Manager® 70% I 0.92 1.95 3.67 15.23 8.28 15.21
AllianzGI Income & Growth D 0.38 1.95 2.78 14.01 8.14 15.66
Russell LifePoints Balanced Strategy E 1.60 1.94 3.49 9.10 5.71 12.40
Russell LifePoints Balanced Strategy A 1.60 1.94 3.50 9.06 5.72 12.41
Russell LifePoints Balanced Strateg A LW 1.60 1.94 3.50 9.06 5.72 12.41
MFS® Total Return R1 1.07 1.94 3.65 11.34 8.86 11.93
MassMutual Premier Balanced Adm 1.12 1.94 3.87 11.82 9.21 13.35
American Funds Balanced Port 529F1 1.38 1.94 3.49 13.03 --- ---
TETON Westwood Balanced AAA 0.95 1.93 3.50 11.34 8.78 11.25
American Century One Choice® Mod Inv 0.88 1.92 3.63 11.60 8.60 13.25
Oppenheimer Flexible Strategies N 0.00 1.91 1.62 8.30 1.11 4.70
Hartford Checks and Balances C 1.28 1.91 3.30 14.42 9.18 13.06
Hartford Balanced HLS IA 0.91 1.91 3.23 13.73 10.45 14.86
Columbia Thermostat C 0.40 1.91 1.70 5.66 7.35 14.75
American Funds American Balanced R3 1.23 1.91 3.87 14.15 11.52 14.87
American Funds American Balanced 529E 1.23 1.91 3.91 14.15 11.51 14.84
MassMutual Premier Balanced A LW 1.15 1.90 3.88 11.60 9.00 13.12
MassMutual Premier Balanced A 1.15 1.90 3.88 11.60 9.00 13.12
JHancock Lifestyle Balanced 1 0.78 1.90 2.98 12.10 7.84 14.28
Hartford Checks and Balances B 1.26 1.90 3.28 14.39 9.14 13.02
American Funds Balanced Port 529-A LW 1.34 1.90 3.45 12.84 --- ---
American Funds Balanced Port 529-A 1.34 1.90 3.45 12.84 --- ---
Touchstone Balanced Allocation C 0.99 1.89 3.14 8.99 6.41 11.34
SEI Market Growth Strategy I (SAAT) 1.54 1.89 3.59 7.21 6.57 12.92
Hartford Balanced Y 0.90 1.89 3.26 13.57 10.19 14.78
Fidelity Advisor Asset Manager® 60% T 0.89 1.89 3.29 12.51 7.16 13.42
Advance Capital I Balanced Retail 1.14 1.89 3.49 12.08 7.99 13.60
Osterweis Strategic Investment 1.67 1.88 3.54 16.70 11.88 ---
Legg Mason Lifestyle Allocation 70% I 0.48 1.88 3.51 15.27 9.77 16.19
MFS® Total Return C 1.01 1.87 3.62 11.33 8.87 11.92
MFS® Total Return B 1.01 1.87 3.64 11.37 8.85 11.92
Fidelity Advisor Asset Manager® 50% T 0.78 1.87 2.87 10.43 6.55 12.29
AllianceBern Balance Wealth Strat R 1.49 1.87 3.57 10.64 5.68 12.29
Thrivent Balanced Income Plus A LW 0.70 1.86 2.73 14.58 8.29 14.65
Thrivent Balanced Income Plus A 0.70 1.86 2.73 14.58 8.29 14.65
MFS® Total Return 529C 1.01 1.86 3.62 11.28 8.80 11.84
MFS® Total Return 529B 1.01 1.86 3.63 11.31 8.81 11.86
American Funds College 2027 529-B 1.52 1.86 3.53 13.99 --- ---
Nuveen Strategy Balanced Allc C 1.04 1.85 3.52 9.72 6.27 12.63
Legg Mason Inv Counsel Social Aware C 0.58 1.85 3.74 12.72 8.05 12.26
JHancock Lifestyle Balanced R6 0.80 1.85 2.93 12.12 --- ---
JHancock Lifestyle Balanced 5 0.80 1.85 2.93 12.16 7.86 14.31
ING Retirement Moderate Growth Port I 1.38 1.85 3.52 11.01 8.23 13.31
Fidelity Advisor Asset Manager® 70% A LW 0.92 1.85 3.62 14.94 7.98 14.89
Fidelity Advisor Asset Manager® 70% A 0.92 1.85 3.62 14.94 7.98 14.89
Centre Multi-Asset Rl Ret Instl 1.12 1.85 2.80 4.86 --- ---
American Funds Balanced Port 529-E 1.37 1.85 3.40 12.51 --- ---
American Century Strat Allc: Mod R6 0.83 1.85 3.58 --- --- ---
AllianzGI Income & Growth R 0.35 1.85 2.68 13.74 7.84 ---
HSBC World Selection Balanced Strat C 1.62 1.84 4.06 9.96 5.69 12.98
HSBC World Selection Balanced Strat B 1.62 1.84 4.07 9.97 5.68 12.98
Calvert Balanced I 0.77 1.84 3.03 13.47 9.84 13.55
American Funds Balanced Port R3 1.36 1.84 3.39 12.51 --- ---
JHancock Lifestyle Balanced R4 0.78 1.83 2.91 11.85 7.51 13.88
Nationwide Inv Dest Mod I 1.18 1.82 3.14 11.04 7.92 12.11
JHancock Lifestyle Balanced R5 0.77 1.82 2.89 11.98 7.73 14.18
ING Strat Allocation Moderate Port I 1.02 1.82 3.63 12.22 8.41 13.51
ICON Risk-Managed Balanced C 1.10 1.82 2.63 7.63 5.04 9.16
Hartford Balanced R5 0.89 1.82 3.20 13.45 10.11 14.68
American Century Strat Allc: Mod Instl 0.83 1.82 3.40 11.18 8.38 13.04
New Century Balanced 0.68 1.81 3.24 11.85 7.54 11.99
MFS® Moderate Allocation I 1.07 1.81 3.31 10.48 8.27 14.00
Legg Mason Lifestyle Allocation 70% A LW 0.42 1.81 3.43 15.04 9.55 15.93
Legg Mason Lifestyle Allocation 70% A 0.42 1.81 3.43 15.04 9.55 15.93
Hartford Balanced HLS IB 0.90 1.81 3.15 13.42 10.16 14.56
Fidelity Advisor® Balanced Z 0.39 1.81 3.44 --- --- ---
Hilton Yield Plus Institutional 1.22 1.80 3.46 --- --- ---
Fidelity Advisor Asset Manager® 70% T 0.87 1.80 3.52 14.65 7.70 14.57
American Funds American Balanced C 1.19 1.80 3.76 13.63 10.99 14.32
AllianceBern Balance Wealth Strat C 1.49 1.80 3.58 10.28 5.31 11.89
AllianceBern Balance Wealth Strat B 1.49 1.80 3.58 10.28 5.30 11.87
T. Rowe Price Personal Strat Balanced 1.04 1.79 3.13 13.70 9.48 15.01
MassMutual RetireSMART Moderate Svc 1.31 1.79 3.15 10.65 --- ---
MassMutual RetireSMART Moderate R5 1.31 1.79 3.15 10.67 --- ---
ING Solution Balanced Port I 0.89 1.79 3.45 11.91 7.58 13.27
TETON Westwood Balanced A Load Waived 0.87 1.78 3.34 11.01 8.47 10.98
TETON Westwood Balanced A 0.87 1.78 3.34 11.01 8.47 10.98
Russell LifePoints Balanced Strategy C 1.52 1.78 3.26 8.27 4.93 11.58
Oppenheimer Flexible Strategies C -0.04 1.78 1.51 7.85 0.67 4.25
Oppenheimer Flexible Strategies B -0.04 1.78 1.56 7.72 0.56 4.11
American Funds College 2027 529-C 1.52 1.78 3.53 13.94 --- ---
MFS® Moderate Allocation R4 1.02 1.77 3.22 10.48 8.26 13.98
Fidelity Advisor® Balanced I 0.35 1.77 3.39 15.37 10.06 14.80
Compass EMP Multi-Asset Growth A LW 1.68 1.77 4.50 15.16 2.17 9.87
Compass EMP Multi-Asset Growth A 1.68 1.77 4.50 15.16 2.17 9.87
PNC Balanced Allocation I 1.13 1.76 3.53 11.87 8.72 12.64
Fidelity Advisor Asset Manager® 50% C 0.77 1.76 2.82 9.96 6.02 11.71
American Funds Balanced Port C 1.36 1.76 3.31 12.07 --- ---
American Funds American Balanced R2 1.19 1.76 3.77 13.71 11.06 14.38
American Funds American Balanced R1 1.15 1.76 3.72 13.61 11.01 14.34
American Funds American Balanced 529B 1.18 1.76 3.75 13.57 10.92 14.25
Nationwide Inv Dest Mod A Load Waived 1.18 1.75 3.15 10.79 7.62 11.80
Nationwide Inv Dest Mod A 1.18 1.75 3.15 10.79 7.62 11.80
ING Strat Allocation Moderate Port S 0.95 1.75 3.57 11.97 8.13 13.22
Hartford Balanced R4 0.87 1.75 3.13 13.15 9.78 14.33
Hartford Balanced A Load Waived 0.86 1.75 3.14 13.08 9.72 14.27
Hartford Balanced A 0.86 1.75 3.14 13.08 9.72 14.27
Fidelity Advisor Asset Manager® 50% B 0.77 1.75 2.81 9.95 6.04 11.71
Centre Multi-Asset Reall Ret Inv 1.13 1.75 2.60 4.55 --- ---
American Funds American Balanced B 1.19 1.75 3.75 13.69 11.04 14.37
Tributary Balanced Instl Plus 0.40 1.74 3.85 16.51 --- ---
Nuveen Strategy Growth Allocation I 1.18 1.74 3.96 13.15 8.02 14.61
Northern Global Tactical Asset Allc 1.49 1.74 3.55 9.12 7.35 11.48
JHancock Lifestyle Balanced A LW 0.69 1.74 2.81 11.59 7.35 13.75
JHancock Lifestyle Balanced A 0.69 1.74 2.81 11.59 7.35 13.75
Delaware Foundation Moderate Allc I 1.70 1.74 3.48 9.68 7.07 13.10
Calvert Balanced Y 0.76 1.74 2.94 --- --- ---
AllianzGI Income & Growth C 0.25 1.74 2.52 13.18 7.31 14.79
Janus Balanced N 0.69 1.73 3.21 13.61 --- ---
ING Solution Balanced Port S 0.90 1.73 3.51 11.70 7.33 13.03
FPA Crescent 0.78 1.73 3.30 14.64 10.08 14.21
American Funds Balanced Port B 1.33 1.73 3.27 12.04 --- ---
American Funds American Balanced 529C 1.19 1.73 3.78 13.56 10.92 14.25
Nationwide Inv Dest Mod Svc 1.18 1.72 3.14 10.71 7.52 11.65
Fidelity Advisor Asset Manager® 60% C 0.72 1.72 3.03 11.82 6.59 12.81
Weitz Balanced 0.85 1.71 2.30 10.50 8.71 12.83
TETON Westwood Balanced C 0.86 1.71 3.26 10.40 7.95 10.43
SEI Market Growth Strategy D (SAAT) 1.53 1.71 3.38 6.54 5.92 ---
MFS® Moderate Allocation A Load Waived 1.03 1.71 3.22 10.20 7.99 13.70
MFS® Moderate Allocation A 1.03 1.71 3.22 10.20 7.99 13.70
MFS® Moderate Allocation 529A LW 1.03 1.71 3.23 10.20 7.94 13.61
MFS® Moderate Allocation 529A 1.03 1.71 3.23 10.20 7.94 13.61
Madison Diversified Income A LW 1.55 1.71 3.38 8.40 9.16 11.87
Madison Diversified Income A 1.55 1.71 3.38 8.40 9.16 11.87
JHancock Lifestyle Balanced R2 0.73 1.71 2.79 11.47 --- ---
Compass EMP Multi-Asset Growth T 1.71 1.71 4.47 14.88 1.91 ---
Prudential Moderate Allocation Z 0.87 1.70 3.45 11.67 7.59 13.29
Fidelity Advisor Asset Manager® 60% B 0.80 1.70 3.09 11.82 6.60 12.81
T. Rowe Price Balanced 1.03 1.69 2.97 14.02 9.87 14.58
Nationwide Inv Dest Mod R 1.20 1.69 3.03 10.42 7.22 11.41
MassMutual RetireSMART Moderate Admin 1.22 1.69 3.05 10.46 --- ---
Janus Balanced D 0.68 1.69 3.17 13.44 9.79 12.85
ING Retirement Moderate Growth Port Adv 1.30 1.69 3.44 10.56 7.78 12.85
PNC Balanced Allocation A Load Waived 1.13 1.68 3.44 11.60 8.47 12.33
PNC Balanced Allocation A 1.13 1.68 3.44 11.60 8.47 12.33
Janus Aspen Balanced Instl 0.69 1.68 3.18 13.61 10.11 13.42
Great-West SecureFoundation® Balanced G 0.95 1.68 3.07 11.12 8.40 ---
Fidelity Advisor® Balanced A LW 0.35 1.68 3.33 15.07 9.78 14.48
Fidelity Advisor® Balanced A 0.35 1.68 3.33 15.07 9.78 14.48
Delaware Foundation Moderate Allc B 1.70 1.68 3.51 9.46 6.31 12.18
Delaware Foundation Moderate Allc A LW 1.70 1.68 3.51 9.49 6.85 12.85
Delaware Foundation Moderate Allc A 1.70 1.68 3.51 9.49 6.85 12.85
Nuveen Strategy Growth Allocation A LW 1.11 1.67 3.90 12.83 7.75 14.33
Nuveen Strategy Growth Allocation A 1.11 1.67 3.90 12.83 7.75 14.33
Legg Mason Inv Counsel Social Aware B 0.53 1.67 3.64 12.28 7.58 11.92
JHancock Lifestyle Balanced R3 0.75 1.67 2.81 11.40 7.12 13.50
Janus Balanced I 0.66 1.67 3.18 13.53 9.84 ---
American Funds Balanced Port R2 1.27 1.67 3.21 11.93 --- ---
MFS® Moderate Allocation R3 0.97 1.66 3.18 10.21 7.98 13.68
JPMorgan Diversified Instl 1.30 1.66 3.54 12.83 9.43 14.75
Great-West SecureFoundation® Balanced G1 1.02 1.66 3.14 11.09 8.29 ---
Calvert Balanced A Load Waived 0.70 1.66 2.90 12.90 9.30 12.98
Calvert Balanced A 0.70 1.66 2.90 12.90 9.30 12.98
American Funds Balanced Port R1 1.34 1.66 3.28 11.97 --- ---
JHancock Lifestyle Balanced R1 0.73 1.65 2.72 11.21 6.97 13.34
ING Solution Balanced Port ADV 0.91 1.65 3.36 11.41 7.09 12.62
Hilton Yield Plus Investor 1.13 1.65 3.31 --- --- ---
Hartford Balanced R3 0.82 1.65 3.03 12.80 9.47 14.02
Dunham Appreciation & Income N 0.38 1.65 3.05 16.06 5.91 13.27
American Funds Balanced Port 529-C 1.25 1.65 3.20 11.94 --- ---
RidgeWorth Moderate Allocation Strat I 0.63 1.64 2.76 11.56 7.26 11.38
Principal SAM Balanced R5 0.66 1.64 3.32 11.62 8.65 13.77
Principal SAM Balanced Inst 0.60 1.64 3.32 11.81 8.91 14.05
Janus Balanced T 0.67 1.64 3.16 13.31 9.65 12.75
ING Solution Balanced Port S2 0.91 1.64 3.34 11.45 7.18 ---
ING Balanced Port I 0.78 1.64 3.64 12.57 8.08 13.15
American Century Strat Allc: Mod Inv 0.83 1.64 3.36 10.92 8.16 12.81
Tributary Balanced Instl 0.34 1.62 3.77 16.26 9.99 16.58
MFS® Moderate Allocation R2 0.99 1.62 3.16 9.91 7.73 13.42
JPMorgan Investor Balanced Select 0.87 1.62 3.24 10.84 7.67 11.79
Delaware Foundation Moderate Allc R 1.70 1.62 3.37 9.21 6.54 12.54
Principal SAM Balanced R4 0.63 1.61 3.29 11.49 8.53 13.64
Pioneer Ibbotson Moderate Allocation Y 1.04 1.61 3.02 11.36 6.95 13.00
Nuveen Strategy Growth Allocation R3 1.12 1.61 3.87 12.61 7.46 14.02
JPMorgan Diversified Sel 1.24 1.61 3.48 12.56 9.19 14.48
Janus Balanced A Load Waived 0.64 1.61 3.09 13.17 9.53 ---
Janus Balanced A 0.64 1.61 3.09 13.17 9.53 ---
Fidelity Advisor® Balanced T 0.34 1.61 3.30 14.86 9.53 14.25
Fidelity Advisor Asset Manager® 70% C 0.82 1.61 3.38 14.05 7.18 14.02
American Funds Balanced Port 529-B 1.29 1.61 3.23 11.90 --- ---
Principal SAM Balanced A Load Waived 0.63 1.60 3.25 11.50 8.54 13.67
Principal SAM Balanced A 0.63 1.60 3.25 11.50 8.54 13.67
MassMutual RetireSMART Moderate A LW 1.22 1.60 3.05 10.23 --- ---
MassMutual RetireSMART Moderate A 1.22 1.60 3.05 10.23 --- ---
Legg Mason Lifestyle Allocation 70% C 0.41 1.60 3.25 14.27 8.81 15.30
Principal SAM Balanced J 0.67 1.59 3.29 11.50 8.55 13.61
Great-West SecureFoundation® Balanced L 0.96 1.59 3.04 10.80 8.16 ---
Fidelity Advisor Asset Manager® 70% B 0.82 1.59 3.39 13.98 7.09 13.94
American Century Strat Allc: Mod R 0.69 1.59 3.32 10.36 7.60 12.25
American Century Strat Allc: Mod A LW 0.83 1.59 3.32 10.77 7.92 12.56
American Century Strat Allc: Mod A 0.83 1.59 3.32 10.77 7.92 12.56
SEI Aggressive Strategy A (SAAT) 1.58 1.58 4.19 11.71 8.58 15.76
Nationwide HighMark Balanced InSvc 0.53 1.58 3.22 9.09 7.72 12.53
Janus Balanced S 0.64 1.58 3.10 13.05 9.39 ---
ING Balanced Port S 0.78 1.58 3.59 12.28 7.82 12.88
JPMorgan Investor Balanced A LW 0.81 1.57 3.19 10.59 7.39 11.52
JPMorgan Investor Balanced A 0.81 1.57 3.19 10.59 7.39 11.52
Eudora -0.29 1.57 -0.58 2.71 --- ---
SEI Aggressive Strategy I (SAAT) 1.56 1.56 4.06 11.43 8.32 15.47
Prudential Moderate Allocation A LW 0.88 1.56 3.31 11.34 7.33 13.01
Prudential Moderate Allocation A 0.88 1.56 3.31 11.34 7.33 13.01
ESG Managers® Balanced Port Inst 1.47 1.56 3.52 11.36 8.03 ---
Compass EMP Multi-Asset Growth C 1.65 1.56 4.27 14.27 1.38 9.04
Alger Balanced I-2 0.96 1.56 3.55 10.71 6.43 11.26
RidgeWorth Moderate Allocation Strat A 0.54 1.55 2.67 11.28 7.01 11.12
RidgeWorth Moderate Allocation Stra A LW 0.54 1.55 2.67 11.28 7.01 11.12
Pioneer Ibbotson Moderate Allocation A 1.05 1.55 2.97 11.16 6.63 12.54
Pioneer Ibbotson Moderate Allocatio A LW 1.05 1.55 2.97 11.16 6.63 12.54
JPMorgan Diversified A Load Waived 1.25 1.55 3.44 12.33 8.92 14.19
JPMorgan Diversified A 1.25 1.55 3.44 12.33 8.92 14.19
Hartford Balanced Allocation I 1.70 1.55 2.90 7.78 5.67 11.95
Great-West SecureFoundation® Bal ETF A 0.81 1.55 2.97 10.62 --- ---
Great-West SecureFoundation® Bal ET A LW 0.81 1.55 2.97 10.62 --- ---
Dunham Appreciation & Income A LW 0.29 1.55 2.96 15.66 5.62 12.98
Dunham Appreciation & Income A 0.29 1.55 2.96 15.66 5.62 12.98
Columbia Balanced Y 0.60 1.55 3.42 14.41 --- ---
Columbia Balanced R5 0.58 1.55 3.40 14.38 11.11 ---
Nationwide HighMark Balanced Instl 0.52 1.54 3.18 --- --- ---
Legg Mason Lifestyle Allocation 70% B 0.41 1.54 3.18 14.00 8.55 15.01
Hartford Balanced Allocation R5 1.70 1.54 2.90 7.71 5.63 11.91
Fallen Angels Income 0.51 1.52 4.73 14.33 9.93 14.10
Principal SAM Balanced R3 0.59 1.51 3.25 11.24 8.30 13.43
MFS® Moderate Allocation C 0.94 1.51 3.04 9.36 7.17 12.85
VALIC Company II Moderate Gr Lifestyle 0.78 1.50 3.12 12.12 8.84 14.70
Prudential Moderate Allocation R 0.81 1.50 3.25 11.02 7.04 12.70
JHancock Lifestyle Balanced C 0.65 1.50 2.63 10.79 6.60 12.96
JHancock Lifestyle Balanced B 0.65 1.50 2.64 10.78 6.54 12.91
Janus Balanced R 0.62 1.50 3.05 12.76 9.12 ---
Columbia Balanced R4 0.57 1.50 3.35 14.20 --- ---
PNC Balanced Allocation C 1.01 1.49 3.27 10.82 7.63 11.50
MFS® Moderate Allocation B 0.93 1.49 3.01 9.33 7.16 12.83
MFS® Moderate Allocation 529B 0.93 1.49 3.03 9.36 7.12 12.76
Columbia Balanced Z 0.58 1.49 3.38 14.22 10.99 15.11
UTC North American 0.27 1.48 4.17 9.45 4.75 8.00
Hartford Balanced C 0.80 1.48 2.92 12.28 8.92 13.42
Principal SAM Balanced R2 0.62 1.47 3.15 11.05 8.11 13.21
MFS® Moderate Allocation R1 0.90 1.47 2.97 9.32 7.17 12.82
Hartford Balanced B 0.78 1.47 2.92 12.13 8.79 13.31
ESG Managers® Balanced Port A LW 1.47 1.47 3.44 11.09 7.77 ---
ESG Managers® Balanced Port A 1.47 1.47 3.44 11.09 7.77 ---
Nuveen Strategy Growth Allocation C 1.05 1.46 3.74 12.01 6.94 13.47
Nuveen Strategy Growth Allocation B 1.14 1.46 3.74 12.12 6.94 13.47
Madison Moderate Allocation A LW 1.11 1.46 3.13 9.98 7.90 11.62
Madison Moderate Allocation A 1.11 1.46 3.13 9.98 7.90 11.62
Fidelity® Global Strategies 1.57 1.46 3.08 5.88 3.60 11.25
Fidelity Advisor® Global Strategies I 1.46 1.46 3.08 5.87 3.60 11.25
Fidelity Advisor® Balanced C 0.29 1.46 3.12 14.21 8.94 13.62
Columbia Balanced K 0.55 1.46 3.32 14.08 10.83 ---
Nationwide Inv Dest Mod C 1.10 1.45 2.88 9.91 6.83 10.98
Nationwide HighMark Balanced A LW 0.46 1.45 3.16 8.78 7.45 12.25
Nationwide HighMark Balanced A 0.46 1.45 3.16 8.78 7.45 12.25
MFS® Moderate Allocation 529C 0.94 1.45 2.99 9.32 7.13 12.75
Madison Diversified Income C 1.41 1.45 3.18 7.63 --- ---
American Century Strat Allc: Mod C 0.69 1.45 3.17 9.82 7.08 11.72
American Century Strat Allc: Mod B 0.69 1.45 3.18 9.85 7.10 11.74
Madison Diversified Income B 1.48 1.44 3.18 7.62 8.37 11.04
JPMorgan Investor Growth & Income Sel 0.82 1.44 3.62 14.17 9.20 14.29
Calvert Balanced C 0.65 1.43 2.70 11.99 8.41 12.04
Principal SAM Balanced R1 0.63 1.42 3.16 10.93 7.97 13.08
JPMorgan Investor Balanced B 0.80 1.42 3.11 10.05 6.85 10.92
Columbia Balanced A Load Waived 0.58 1.42 3.31 13.99 10.73 14.83
Columbia Balanced A 0.58 1.42 3.31 13.99 10.73 14.83
ING Capital Allocation W 1.41 1.41 3.56 10.32 --- ---
ING Capital Allocation I 1.32 1.41 3.46 10.34 7.06 12.06
Fidelity Advisor® Balanced B 0.28 1.40 3.10 14.12 8.87 13.56
Delaware Foundation Moderate Allc C 1.62 1.40 3.23 8.58 6.00 11.98
Schwab MarketTrack Balanced Investor 0.80 1.39 2.66 11.30 8.18 12.39
RiverFront Moderate Growth & Income I 1.57 1.39 3.59 9.83 6.62 ---
JPMorgan Investor Balanced C 0.76 1.39 3.03 9.97 6.82 10.90
JPMorgan Diversified C 1.20 1.39 3.34 11.76 8.35 13.61
Janus Balanced C 0.62 1.39 2.95 12.36 8.72 ---
Hartford Balanced Allocation R4 1.63 1.39 2.74 7.33 5.31 11.56
Hartford Balanced Allocation A LW 1.70 1.39 2.82 7.35 5.34 11.61
Hartford Balanced Allocation A 1.70 1.39 2.82 7.35 5.34 11.61
RidgeWorth Moderate Allocation Strat C 0.45 1.38 2.50 10.61 6.36 10.39
Fidelity Advisor® Global Strategies A LW 1.47 1.36 2.98 5.52 3.31 10.97
Fidelity Advisor® Global Strategies A 1.47 1.36 2.98 5.52 3.31 10.97
JPMorgan Diversified B 1.23 1.35 3.35 11.77 8.35 13.61
ING Capital Allocation A Load Waived 1.43 1.34 3.51 10.07 6.72 11.76
ING Capital Allocation A 1.43 1.34 3.51 10.07 6.72 11.76
SEI Aggressive Strategy D (SAAT) 1.57 1.33 3.94 10.90 7.70 ---
Oppenheimer Moderate Inv Y 0.85 1.33 3.10 11.22 7.13 12.79
Columbia Balanced R 0.52 1.33 3.25 13.67 10.47 ---
Hartford Balanced Allocation R3 1.64 1.32 2.68 6.97 4.97 11.23
Dreyfus Moderate Allocation 1.20 1.32 3.12 9.93 6.64 ---
Columbia Capital Allocation Moderate Y 0.74 1.32 2.60 --- --- ---
Columbia Capital Allocation Moderate R5 0.74 1.32 2.59 --- --- ---
Calvert Balanced B 0.64 1.32 2.61 11.63 8.14 11.81
RiverFront Moderate Growth & Income A LW 1.57 1.31 3.50 9.55 6.36 ---
RiverFront Moderate Growth & Income A 1.57 1.31 3.50 9.55 6.36 ---
Principal SAM Balanced C 0.53 1.31 3.04 10.61 7.72 12.82
Pioneer Ibbotson Moderate Allocation C 1.04 1.31 2.83 10.38 5.88 11.71
Sentinel Balanced I 1.18 1.30 3.30 12.50 9.80 13.73
JPMorgan Investor Growth & Income A LW 0.75 1.30 3.52 13.86 8.91 13.99
JPMorgan Investor Growth & Income A 0.75 1.30 3.52 13.86 8.91 13.99
Columbia Capital Allocation Moderate K 0.72 1.30 2.56 9.48 7.32 12.61
TIAA-CREF Managed Allc Inst 0.54 1.29 2.75 11.64 8.93 13.71
Prudential Moderate Allocation C 0.74 1.29 3.12 10.48 6.52 12.15
Prudential Moderate Allocation B 0.81 1.29 3.12 10.47 6.52 12.14
Columbia Capital Allocation Moderate R4 0.71 1.29 2.57 --- --- ---
Principal SAM Balanced B 0.51 1.28 3.06 10.56 7.61 12.72
Greenspring 1.02 1.28 2.21 13.58 8.53 10.76
Dunham Appreciation & Income C 0.19 1.28 2.69 14.74 4.80 12.14
Nationwide HighMark Balanced C 0.46 1.27 2.99 8.15 6.81 11.58
Columbia Capital Allocation Moderate A 0.78 1.27 2.54 9.36 7.19 12.52
Columbia Capital Allocation Moderat A LW 0.78 1.27 2.54 9.36 7.19 12.52
Franklin Templeton Moderate Allc Adv 0.94 1.26 2.43 10.62 6.43 11.39
Fidelity Advisor® Global Strategies T 1.47 1.26 2.99 5.37 3.07 10.69
Columbia Capital Allocation Moderate Z 0.68 1.26 2.52 9.55 7.46 ---
Pioneer Ibbotson Moderate Allocation B 1.00 1.25 2.80 10.18 5.74 11.63
ING Capital Allocation O 1.34 1.25 3.43 10.02 6.70 11.76
BNY Mellon Asset Allocation M 1.41 1.25 3.51 11.36 5.92 11.36
Oppenheimer Moderate Inv A Load Waived 0.86 1.24 3.02 10.94 6.91 12.44
Oppenheimer Moderate Inv A 0.86 1.24 3.02 10.94 6.91 12.44
Hartford Balanced Allocation B 1.63 1.24 2.59 6.53 4.50 10.72
TIAA-CREF Managed Allc Retail 0.56 1.23 2.77 11.44 8.68 13.47
TIAA-CREF Managed Allc R 0.56 1.23 2.69 11.38 8.66 13.44
TIAA-CREF Lifestyle Moderate Instl 0.51 1.23 2.70 11.78 --- ---
ESG Managers® Balanced Port C 1.40 1.22 3.29 10.30 6.98 ---
Columbia Balanced C 0.52 1.21 3.13 13.12 9.90 13.96
TIAA-CREF Lifestyle Moderate Premier 0.48 1.20 2.67 11.53 --- ---
Madison Moderate Allocation C 1.02 1.20 2.96 9.17 7.07 10.77
Madison Moderate Allocation B 1.03 1.20 2.96 9.18 7.07 10.78
VALIC Company I Asset Allocation 0.90 1.19 2.99 10.84 8.67 13.88
Vantagepoint Model Port Tradtnl Gr TM 0.64 1.18 2.77 12.16 --- ---
Sentinel Balanced A Load Waived 1.17 1.18 3.22 12.17 9.64 13.65
Sentinel Balanced A 1.17 1.18 3.22 12.17 9.64 13.65
Columbia Balanced B 0.49 1.18 3.10 13.09 9.89 13.97
BNY Mellon Asset Allocation Inv 1.30 1.18 3.51 11.10 5.66 11.09
TIAA-CREF Lifestyle Moderate Retirement 0.53 1.17 2.64 11.45 --- ---
MainStay Moderate Allocation I 0.88 1.17 2.60 13.26 9.60 13.65
JPMorgan Investor Growth & Income B 0.80 1.17 3.45 13.29 8.35 13.38
Fidelity Advisor® Global Strategies C 1.49 1.17 2.80 4.77 2.58 10.13
TIAA-CREF Lifestyle Moderate Retail 0.52 1.16 2.71 11.40 --- ---
Hartford Balanced Allocation C 1.63 1.16 2.59 6.55 4.57 10.80
Wells Fargo Advantage Growth Balanced Ad 0.45 1.15 2.96 16.60 9.93 15.64
Oppenheimer Moderate Inv N 0.77 1.15 2.94 10.71 6.62 12.14
JPMorgan Investor Growth & Income C 0.77 1.15 3.41 13.27 8.34 13.37
ING Capital Allocation C 1.33 1.14 3.29 9.21 5.92 10.91
Franklin Templeton Moderate Allc A LW 0.88 1.14 2.37 10.35 6.14 11.11
Franklin Templeton Moderate Allc A 0.88 1.14 2.37 10.35 6.14 11.11
Columbia Capital Allocation Moderate R 0.72 1.13 2.48 9.02 6.92 ---
Praxis Genesis Balanced A Load Waived 0.85 1.12 2.85 10.84 7.07 ---
Praxis Genesis Balanced A 0.85 1.12 2.85 10.84 7.07 ---
Vantagepoint Model Port Tradtnl Gr Inv M 0.64 1.10 2.73 11.91 7.89 12.17
RiverFront Moderate Growth & Income C 1.54 1.10 3.39 8.72 5.58 ---
MainStay Moderate Allocation Inv 0.88 1.10 2.53 12.89 9.14 13.19
MainStay Moderate Allocation A LW 0.88 1.10 2.53 12.99 9.32 13.34
MainStay Moderate Allocation A 0.88 1.10 2.53 12.99 9.32 13.34
Wells Fargo Advantage Growth Balanced A 0.46 1.08 2.92 16.32 9.66 15.34
Wells Fargo Advantage Growth Balanc A LW 0.46 1.08 2.92 16.32 9.66 15.34
Franklin Templeton Moderate Allc R 0.89 1.08 2.26 10.04 5.88 10.83
Dreyfus Growth Allocation 1.19 1.08 3.48 13.04 7.64 ---
Dreyfus Balanced Opportunity Z -0.05 1.08 3.22 14.13 9.11 13.90
Dreyfus Balanced Opportunity J -0.05 1.08 3.20 14.18 9.28 14.04
Dreyfus Balanced Opportunity I -0.05 1.08 3.20 14.15 9.36 14.21
Elfun Diversified 1.21 1.06 2.93 11.62 7.40 11.47
Fidelity Advisor® Global Strategies B 1.37 1.05 2.77 4.71 2.53 10.13
ING Capital Allocation B 1.32 1.04 3.28 9.24 5.93 10.90
Dreyfus Balanced Opportunity A LW -0.05 1.03 3.16 13.91 9.09 13.86
Dreyfus Balanced Opportunity A -0.05 1.03 3.16 13.91 9.09 13.86
New Covenant Balanced Growth 0.40 1.01 3.03 11.07 7.60 12.16
Columbia Capital Allocation Moderate C 0.68 1.01 2.36 8.51 6.39 11.67
Calvert Moderate Allocation A LW 0.85 1.01 2.87 12.02 8.41 12.67
Calvert Moderate Allocation A 0.85 1.01 2.87 12.02 8.41 12.67
GE Instl Strategic Investment Inv 1.15 0.99 2.80 11.52 7.41 11.43
Oppenheimer Moderate Inv C 0.78 0.97 2.88 10.08 6.08 11.58
Oppenheimer Moderate Inv B 0.77 0.97 2.86 10.03 6.03 11.51
First Investors Total Return Instl 0.91 0.97 3.45 13.20 --- ---
Schwab Balanced 0.07 0.96 2.15 12.87 8.87 12.57
Sentinel Balanced C 1.12 0.93 3.01 11.31 8.77 12.74
Franklin Templeton Moderate Allc C 0.86 0.93 2.19 9.51 5.37 10.28
Columbia Capital Allocation Moderate B 0.68 0.93 2.28 8.49 6.41 11.65
GE Instl Strategic Investment Svc 1.15 0.92 2.82 11.33 7.17 11.05
First Investors Total Return Adv 0.95 0.90 3.44 12.92 --- ---
Calamos Growth & Income I 0.34 0.90 2.80 14.74 5.97 12.93
Wells Fargo Advantage Growth Balanced B 0.39 0.88 2.74 15.47 8.84 14.48
American Funds Asset Allocation HLS IB 1.03 0.87 3.07 14.38 11.26 14.81
Wells Fargo Advantage Growth Balanced C 0.40 0.86 2.76 15.48 8.85 14.49
First Investors Total Return A LW 0.85 0.85 3.33 12.80 10.34 13.88
First Investors Total Return A 0.85 0.85 3.33 12.80 10.34 13.88
Columbia Capital Allocation Mod Agrsv Y 0.61 0.84 2.80 --- --- ---
Calamos Growth & Income A Load Waived 0.33 0.84 2.75 14.45 5.72 12.65
Calamos Growth & Income A 0.33 0.84 2.75 14.45 5.72 12.65
Sit Balanced 0.38 0.83 2.76 11.77 8.75 12.69
Holland Balanced 1.68 0.83 4.75 12.76 10.87 12.78
Columbia Capital Allocation Mod Agrsv R5 0.60 0.83 2.75 12.17 --- ---
MainStay Moderate Allocation C 0.81 0.81 2.33 11.99 8.33 12.35
MainStay Moderate Allocation B 0.81 0.81 2.33 11.99 8.33 12.36
GuidePath Tact Constnd Asst Allc Instl 1.42 0.80 3.35 10.70 --- ---
Columbia Capital Allocation Mod Agrsv Z 0.58 0.80 2.74 12.00 7.92 14.47
Victory Balanced I 1.07 0.79 3.16 14.80 9.53 12.78
Highland Total Return Y 1.12 0.79 2.66 10.90 6.34 10.78
Dreyfus Balanced Opportunity C -0.09 0.79 2.96 13.06 8.24 12.99
Columbia Capital Allocation Mod Agrsv K 0.54 0.77 2.63 11.79 --- ---
Transamerica Asset Allc Mod Gr I 0.62 0.75 2.73 13.58 7.63 ---
Victory Balanced A Load Waived 1.05 0.74 3.19 14.58 9.24 12.33
Victory Balanced A 1.05 0.74 3.19 14.58 9.24 12.33
Hennessy Balanced Investor 1.46 0.74 3.01 4.61 6.52 10.14
Calvert Moderate Allocation C 0.80 0.74 2.65 11.19 7.60 11.84
Columbia Capital Allocation Mod Agrsv R4 0.58 0.73 2.64 11.96 --- ---
PL Port Optimization Moderate Adv 0.94 0.72 2.49 8.71 --- ---
PL Port Optimization Moderate A LW 0.94 0.72 2.49 8.58 6.85 12.40
PL Port Optimization Moderate A 0.94 0.72 2.49 8.58 6.85 12.40
Calamos Growth & Income B 0.28 0.72 2.68 14.15 5.27 12.03
Wells Fargo Advantage WB Growth Balanced 0.64 0.71 2.67 14.31 6.94 13.96
Highland Total Return A Load Waived 1.09 0.71 2.60 10.57 6.07 10.52
Highland Total Return A 1.09 0.71 2.60 10.57 6.07 10.52
GuidePath Tact Constnd Asst Allc Svc 1.51 0.71 3.26 9.97 --- ---
Calamos Growth & Income R 0.27 0.71 2.67 14.14 5.44 12.37
Transamerica Asset Allc Mod Gr A LW 0.55 0.68 2.65 13.21 7.26 13.25
Transamerica Asset Allc Mod Gr A 0.55 0.68 2.65 13.21 7.26 13.25
Columbia Capital Allocation Mod Agrsv A 0.51 0.67 2.59 11.71 7.65 14.17
Columbia Capital Allocation Mod Agr A LW 0.51 0.67 2.59 11.71 7.65 14.17
Columbia Capital Allocation Mod Agrsv T 0.50 0.65 2.66 11.65 7.59 ---
Huntington Balanced Allocation A LW 0.21 0.64 1.68 7.94 5.53 ---
Huntington Balanced Allocation A 0.21 0.64 1.68 7.94 5.53 ---
Jamestown Balanced 0.10 0.63 2.95 15.23 9.87 11.81
Transamerica Asset Allc Mod Gr R 0.62 0.62 2.66 13.05 7.11 13.07
First Investors Total Return B 0.84 0.62 3.20 11.89 9.53 13.08
Victory Balanced R 1.03 0.61 3.06 14.19 8.88 11.94
Columbia Capital Allocation Mod Agrsv R 0.53 0.60 2.61 11.44 7.38 13.87
PL Port Optimization Moderate R 0.87 0.58 2.34 8.32 6.60 12.17
Highland Total Return R 1.05 0.58 2.50 10.28 5.84 10.27
Calamos Growth & Income C 0.24 0.58 2.54 13.59 4.92 11.82
Victory Balanced C 1.00 0.53 2.99 13.72 8.47 11.48
InvestEd Balanced Load Waived 0.38 0.53 2.49 13.97 7.12 10.35
InvestEd Balanced 0.38 0.53 2.49 13.97 7.12 10.35
Wilmington Strategic Allc Mod Instl 0.38 0.48 2.04 9.06 4.90 ---
Transamerica Asset Allc Mod Gr C 0.55 0.48 2.45 12.46 6.55 12.52
Transamerica Asset Allc Mod Gr B 0.54 0.48 2.50 12.36 6.49 12.45
Columbia Capital Allocation Mod Agrsv B 0.48 0.48 2.51 10.90 6.84 13.30
BlackRock Growth Prepared Instl 0.15 0.46 2.64 16.86 9.48 15.63
Highland Total Return C 1.05 0.45 2.44 9.75 5.27 9.70
SunAmerica Focused Balanced Strategy A 0.30 0.43 2.34 12.66 6.74 10.81
SunAmerica Focused Balanced Strateg A LW 0.30 0.43 2.34 12.66 6.74 10.81
PL Port Optimization Moderate C 0.87 0.43 2.28 7.87 6.11 11.68
Arrow DWA Balanced Institutional 0.34 0.41 1.80 8.63 --- ---
Columbia Capital Allocation Mod Agrsv C 0.48 0.40 2.39 10.83 6.84 13.32
PL Port Optimization Moderate B 0.80 0.36 2.21 7.73 6.07 11.66
Arrow DWA Balanced A Load Waived 0.34 0.34 1.81 8.43 4.96 10.62
Arrow DWA Balanced A 0.34 0.34 1.81 8.43 4.96 10.62
BlackRock Growth Prepared R 0.08 0.31 2.44 16.19 8.87 14.99
BlackRock Growth Prepared Inv A LW 0.15 0.31 2.51 16.48 9.08 15.20
BlackRock Growth Prepared Inv A 0.15 0.31 2.51 16.48 9.08 15.20
SunAmerica Focused Balanced Strategy C 0.27 0.27 2.17 11.92 6.09 10.13
Sustainable Opportunities I 0.86 0.26 2.26 8.74 --- ---
Sound Mind Investing Balanced -0.69 0.26 1.06 14.32 7.77 ---
Permal Alternative Core IS 0.46 0.26 0.93 6.73 4.75 9.77
SunAmerica Focused Balanced Strategy B 0.27 0.20 2.11 11.89 6.05 10.08
Permal Alternative Core I 0.40 0.20 0.87 6.72 4.74 9.76
Permal Alternative Core FI 0.39 0.20 0.86 6.41 4.47 9.48
Wilmington Strategic Allc Mod A LW 0.29 0.19 1.74 8.64 4.59 10.84
Wilmington Strategic Allc Mod A 0.29 0.19 1.74 8.64 4.59 10.84
Green Century Balanced -0.84 0.17 2.85 16.07 9.92 13.06
Rainier Balanced Institutional -0.11 0.15 1.21 12.32 7.41 11.51
Permal Alternative Core A Load Waived 0.40 0.13 0.80 6.39 4.47 9.50
Permal Alternative Core A 0.40 0.13 0.80 6.39 4.47 9.50
Aftershock Strategies I 1.45 0.11 0.66 -5.44 --- ---
BlackRock Growth Prepared Inv C 0.08 0.08 2.31 15.55 8.26 14.36
ASTON/Montag & Caldwell Balanced I 0.47 0.07 1.40 7.69 8.09 10.49
Arrow DWA Balanced C 0.28 0.07 1.58 7.53 4.17 9.79
SunAmerica Focused Multi-Asset Strat A 0.39 0.06 2.04 13.54 4.63 10.69
SunAmerica Focused Multi-Asset Stra A LW 0.39 0.06 2.04 13.54 4.63 10.69
Rainier Balanced Original -0.14 0.06 1.12 12.03 7.11 11.21
ASTON/Montag & Caldwell Balanced N 0.47 0.05 1.37 7.57 7.94 10.36
BlackRock Managed Volatility Instl 0.56 0.03 1.43 7.65 4.90 11.80
Pacific Financial Fth & Vls Bsd Mod Inv 0.00 0.00 0.00 --- --- ---
Aftershock Strategies N 1.27 -0.06 0.49 -5.82 --- ---
Permal Alternative Core C 0.33 -0.07 0.60 5.59 3.69 8.68
Huntington Income Generation A LW 1.58 -0.07 1.54 --- --- ---
Huntington Income Generation A 1.58 -0.07 1.54 --- --- ---
BlackRock Managed Volatility Svc 0.53 -0.07 1.34 7.27 4.58 11.48
BlackRock Managed Volatility Inv A LW 0.53 -0.07 1.34 7.29 4.56 11.47
BlackRock Managed Volatility Inv A 0.53 -0.07 1.34 7.29 4.56 11.47
VALIC Company I Dynamic Allocation 0.43 -0.09 2.19 9.72 --- ---
SunAmerica Focused Multi-Asset Strat C 0.32 -0.13 1.91 12.86 3.95 10.00
Disciplined Growth Investors -0.59 -0.16 1.79 18.12 --- ---
SunAmerica Focused Multi-Asset Strat B 0.26 -0.19 1.78 12.76 3.92 9.97
BlackRock Managed Volatility Inv C 0.47 -0.20 1.23 6.62 3.85 10.69
Huntington Income Generation C 1.52 -0.21 1.40 3.16 --- ---
Catalyst/SMH Total Return Income I -0.87 -0.30 -0.94 --- --- ---
BlackRock Managed Volatility Inv B 0.47 -0.33 1.08 6.26 3.66 10.53
Catalyst/SMH Total Return Income A LW -0.89 -0.37 -1.00 4.67 2.51 14.17
Catalyst/SMH Total Return Income A -0.89 -0.37 -1.00 4.67 2.51 14.17
Villere Balanced Inv 2.37 -0.39 1.56 15.91 12.02 21.31
Catalyst/SMH Total Return Income C -0.79 -0.54 -1.17 3.88 1.81 13.34
Neuberger Berman AMT Balanced I -1.99 -1.99 0.08 11.00 6.06 12.54
SCS Tactical Allocation -4.28 -3.75 -4.96 25.88 --- ---
Footprints Discover Value A Load Waived -5.48 -4.35 0.34 -6.46 --- ---
Footprints Discover Value A -5.48 -4.35 0.34 -6.46 --- ---
Good Harbor US Tactical Core I -1.01 -9.71 -6.34 1.08 --- ---
Good Harbor US Tactical Core A LW -1.10 -9.82 -6.44 0.80 --- ---
Good Harbor US Tactical Core A -1.10 -9.82 -6.44 0.80 --- ---
Good Harbor US Tactical Core C -1.11 -9.97 -6.58 0.06 --- ---
Nationwide Inv Dest Mod Instl Svc 1.18 --- --- --- --- ---
MassMutual RetireSMART Mod R4 --- --- --- --- --- ---
MassMutual RetireSMART Mod R3 --- --- --- --- --- ---
MassMutual RetireSMART Mod I --- --- --- --- --- ---
MassMutual Premier Balanced R4 --- --- --- --- --- ---
MassMutual Premier Balanced R3 --- --- --- --- --- ---
MassMutual Premier Balanced I --- --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy I 0.80 --- --- --- --- ---
Legg Mason Dynamic Multi-Strategy C 0.72 --- --- --- --- ---
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