Allocation--30% to 50% Equity: Total Returns

Data through 9/17/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Allocation--30% to 50% Equity 1.49 11.35 2.54 5.11 5.56 3.96
Thrivent Balanced Income Plus A AABFX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv C AACCX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv R6 AACDX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv R5 AACGX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv R AACRX --- --- --- --- --- ---
Thrivent Diversified Income Plus A AAHYX --- --- --- --- --- ---
AB Conservative Wealth Strategy A ABPAX --- --- --- --- --- ---
AB Conservative Wealth Strategy B ABPBX --- --- --- --- --- ---
AB Conservative Wealth Strategy C ABPCX --- --- --- --- --- ---
AB Conservative Wealth Strategy Advisor ABPYX --- --- --- --- --- ---
Footprints Discover Value ABSOX --- --- --- --- --- ---
Columbia Capital Allocation Mod A ABUAX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv A ACCAX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv I ACCIX --- --- --- --- --- ---
Yorktown Multi-Asset Income C AFFCX --- --- --- --- --- ---
Yorktown Multi-Asset Income L AFFIX --- --- --- --- --- ---
AB Tax-Managed All Market Income A AGIAX --- --- --- --- --- ---
AB Tax-Managed All Market Income B AGIBX --- --- --- --- --- ---
AB Tax-Managed All Market Income C AGICX --- --- --- --- --- ---
AB Tax-Managed All Market Income Adv AGIYX --- --- --- --- --- ---
AllianzGI Income & Growth P AIGPX --- --- --- --- --- ---
AllianzGI Income & Growth R AIGRX --- --- --- --- --- ---
Invesco Income Allocation A ALAAX --- --- --- --- --- ---
Invesco Income Allocation Y ALAYX --- --- --- --- --- ---
American Century Multi-Asset Income A AMJAX --- --- --- --- --- ---
American Century Multi-Asset Income C AMJCX --- --- --- --- --- ---
American Century Multi-Asset Income R5 AMJGX --- --- --- --- --- ---
American Century Multi-Asset Income I AMJIX --- --- --- --- --- ---
American Century Multi-Asset Income R6 AMJRX --- --- --- --- --- ---
American Century Multi-Asset Income Inv AMJVX --- --- --- --- --- ---
American Century Multi-Asset Income R AMJWX --- --- --- --- --- ---
American Century Multi-Asset Income Y AMJYX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret R5 AMRUX --- --- --- --- --- ---
Columbia Capital Allocation Mod C AMTCX --- --- --- --- --- ---
American Century One Choice Cnsrv Inv AOCIX --- --- --- --- --- ---
American Century One Choice Cnsrv R AORSX --- --- --- --- --- ---
Yorktown Multi-Asset Income Instl APIIX --- --- --- --- --- ---
Yorktown Multi-Asset Income A APIUX --- --- --- --- --- ---
AB Conservative Wealth Strategy R APPRX --- --- --- --- --- ---
AB Conservative Wealth Strategy I APWIX --- --- --- --- --- ---
AB Conservative Wealth Strategy K APWKX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret A ASIDX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret I ASINX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret Inv ASIOX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret R ASIUX --- --- --- --- --- ---
American Century Multi-Asset Rl Ret C ASIZX --- --- --- --- --- ---
AllianzGI Income & Growth A AZNAX --- --- --- --- --- ---
AllianzGI Income & Growth C AZNCX --- --- --- --- --- ---
AllianzGI Income & Growth Institutional AZNIX --- --- --- --- --- ---
BlackRock Multi-Asset Income Investor A BAICX --- --- --- --- --- ---
BlackRock 40/60 Target Allocation Inv A BAMPX --- --- --- --- --- ---
Sterling Capital Diversified Inc C BCCCX --- --- --- --- --- ---
Sterling Capital Diversified Inc A BCGAX --- --- --- --- --- ---
BlackRock Multi-Asset Income Investor C BCICX --- --- --- --- --- ---
BlackRock 40/60 Target Allocation Inv C BCMPX --- --- --- --- --- ---
BlackRock Multi-Asset Income Instl BIICX --- --- --- --- --- ---
BlackRock 40/60 Target Allocation Instl BIMPX --- --- --- --- --- ---
BlackRock Multi-Asset Income Portfolio K BKMIX --- --- --- --- --- ---
BlackRock 40/60 Target Allocation K BKMPX --- --- --- --- --- ---
BMO Moderate Allocation I BMBHX --- --- --- --- --- ---
BMO Moderate Allocation R3 BMBQX --- --- --- --- --- ---
BMO Moderate Allocation R6 BMBTX --- --- --- --- --- ---
BMO Moderate Allocation Y BMBYX --- --- --- --- --- ---
Sterling Capital Diversified Inc Instl BMGTX --- --- --- --- --- ---
BlackRock 40/60 Target Allocation R BRMPX --- --- --- --- --- ---
Invesco Conservative Allocation A CAAMX --- --- --- --- --- ---
Invesco Conservative Allocation Y CAAYX --- --- --- --- --- ---
Invesco Conservative Allocation C CACMX --- --- --- --- --- ---
Calvert Conservative Allocation C CALCX --- --- --- --- --- ---
Federated Capital Income A CAPAX --- --- --- --- --- ---
Federated Capital Income B CAPBX --- --- --- --- --- ---
Federated Capital Income C CAPCX --- --- --- --- --- ---
Federated Capital Income F CAPFX --- --- --- --- --- ---
Federated Capital Income R CAPRX --- --- --- --- --- ---
Federated Capital Income Institutional CAPSX --- --- --- --- --- ---
Columbia Capital Allocation Mod R CBMRX --- --- --- --- --- ---
Columbia Capital Allocation Mod Inst CBMZX --- --- --- --- --- ---
Calvert Conservative Allocation A CCLAX --- --- --- --- --- ---
Calvert Conservative Allocation I CFAIX --- --- --- --- --- ---
Columbia Flexible Capital Income Adv CFCRX --- --- --- --- --- ---
Columbia Flexible Capital Income Inst3 CFCYX --- --- --- --- --- ---
Columbia Flexible Capital Income A CFIAX --- --- --- --- --- ---
Columbia Flexible Capital Income C CFIGX --- --- --- --- --- ---
Columbia Flexible Capital Income R CFIRX --- --- --- --- --- ---
Columbia Flexible Capital Income Inst CFIZX --- --- --- --- --- ---
American Funds College 2024 529A CFTAX --- --- --- --- --- ---
Columbia Flexible Capital Income Inst2 CFXRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv Adv CHWRX --- --- --- --- --- ---
Columbia Multi-Asset Income C CLCNX --- --- --- --- --- ---
AdvisorOne CLS Growth and Income N CLERX --- --- --- --- --- ---
Invesco Income Allocation C CLIAX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv R CLIRX --- --- --- --- --- ---
Columbia Multi-Asset Income A CLNAX --- --- --- --- --- ---
Columbia Multi-Asset Income Adv CLNFX --- --- --- --- --- ---
Columbia Multi-Asset Income Inst2 CLNVX --- --- --- --- --- ---
Columbia Multi-Asset Income Inst CLNZX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv Inst2 CLRRX --- --- --- --- --- ---
Invesco Conservative Allocation R5 CMAIX --- --- --- --- --- ---
Crawford Multi-Asset Income CMALX --- --- --- --- --- ---
Invesco Conservative Allocation R CMARX --- --- --- --- --- ---
Invesco Conservative Allocation S CMASX --- --- --- --- --- ---
Columbia Multi-Asset Income Inst3 CMUYX --- --- --- --- --- ---
Invesco Conservative Allocation R6 CNSSX --- --- --- --- --- ---
Columbia Capital Allocation Mod Inst2 CPAMX --- --- --- --- --- ---
Columbia Capital Allocation Mod Adv CPCZX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv Inst3 CPDGX --- --- --- --- --- ---
Columbia Capital Allocation Mod Inst3 CPDMX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income R5 CPIFX --- --- --- --- --- ---
American Funds College 2027 529A CSTAX --- --- --- --- --- ---
American Funds College 2024 529C CTFCX --- --- --- --- --- ---
American Funds College 2024 529E CTFEX --- --- --- --- --- ---
American Funds College 2024 529F1 CTFFX --- --- --- --- --- ---
American Funds College 2027 529C CTSCX --- --- --- --- --- ---
American Funds College 2027 529E CTSEX --- --- --- --- --- ---
American Funds College 2027 529F1 CTSFX --- --- --- --- --- ---
MFS Diversified Income A DIFAX --- --- --- --- --- ---
MFS Diversified Income C DIFCX --- --- --- --- --- ---
MFS Diversified Income R1 DIFDX --- --- --- --- --- ---
MFS Diversified Income R2 DIFEX --- --- --- --- --- ---
MFS Diversified Income R3 DIFFX --- --- --- --- --- ---
MFS Diversified Income R4 DIFGX --- --- --- --- --- ---
MFS Diversified Income R6 DIFHX --- --- --- --- --- ---
MFS Diversified Income I DIFIX --- --- --- --- --- ---
Meeder Moderate Allocation Adviser DVOAX --- --- --- --- --- ---
Meeder Moderate Allocation Institutional DVOIX --- --- --- --- --- ---
MFS Conservative Allocation 529B EBCAX --- --- --- --- --- ---
MFS Conservative Allocation 529C ECACX --- --- --- --- --- ---
MFS Conservative Allocation 529A ECLAX --- --- --- --- --- ---
E-Valuator Cnsrv/Mod (30%-50%) RMS R4 EVFTX --- --- --- --- --- ---
E-Valuator Cnsrv/Mod(30%-50%)RMS Service EVTTX --- --- --- --- --- ---
Manning & Napier Pro-Blend Mod Term S EXBAX --- --- --- --- --- ---
Manning & Napier Pro-Blend Cnsrv Term S EXDAX --- --- --- --- --- ---
Fairholme Allocation FAAFX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv F1 FAFWX --- --- --- --- --- ---
Fidelity Asset Manager® 50% FASMX --- --- --- --- --- ---
Fidelity Advisor® Multi-Asset Income I FAYZX --- --- --- --- --- ---
Fidelity Advisor® Multi-Asset Income M FAZYX --- --- --- --- --- ---
Franklin Income C FCISX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv F2 FDFWX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% A FFAMX --- --- --- --- --- ---
Fidelity Asset Manager® 40% FFANX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% C FFCMX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% I FFIMX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 40% A FFNAX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 40% C FFNCX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 40% I FFNIX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 40% M FFNTX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% M FFTMX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv F3 FICWX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 40% Z FIKYX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 50% Z FIKZX --- --- --- --- --- ---
Franklin Income R FISRX --- --- --- --- --- ---
Fidelity Advisor® Multi-Asset Income Z FIWBX --- --- --- --- --- ---
Franklin Income A1 FKINX --- --- --- --- --- ---
Franklin Income A FKIQX --- --- --- --- --- ---
Meeder Moderate Allocation Retail FLDOX --- --- --- --- --- ---
Federated Muni and Stock Advantage B FMNBX --- --- --- --- --- ---
Fidelity® Multi-Asset Income FMSDX --- --- --- --- --- ---
Federated Muni and Stock Advantage A FMUAX --- --- --- --- --- ---
Federated Muni and Stock Advantage C FMUCX --- --- --- --- --- ---
Federated Muni and Stock Advantage F FMUFX --- --- --- --- --- ---
Federated Muni and Stock Advantage Instl FMUIX --- --- --- --- --- ---
Franklin Income R6 FNCFX --- --- --- --- --- ---
Franklin Income Adv FRIAX --- --- --- --- --- ---
Nuveen Strategy Conservative Allc A FSFIX --- --- --- --- --- ---
Nuveen Strategy Conservative Allc I FSFYX --- --- --- --- --- ---
Nuveen Strategy Conservative Allc C FSJCX --- --- --- --- --- ---
Nuveen Strategy Conservative Allc R3 FSJSX --- --- --- --- --- ---
Franklin Conservative Allocation C FTCCX --- --- --- --- --- ---
Franklin Conservative Allocation A FTCIX --- --- --- --- --- ---
Franklin Conservative Allocation R FTCRX --- --- --- --- --- ---
Franklin Conservative Allocation Advisor FTCZX --- --- --- --- --- ---
Fidelity Advisor® Multi-Asset Income A FWATX --- --- --- --- --- ---
Fidelity Advisor® Multi-Asset Income C FWBTX --- --- --- --- --- ---
GuideStone Funds Balanced Allc Instl GBAYX --- --- --- --- --- ---
GuideStone Funds Balanced Allc Inv GGIZX --- --- --- --- --- ---
Goldman Sachs Income Builder P GGKPX --- --- --- --- --- ---
GuidePath® Conservative Allocation Instl GITTX --- --- --- --- --- ---
Goldman Sachs Income Builder Inv GKIRX --- --- --- --- --- ---
James Balanced: Golden Rainbow R GLRBX --- --- --- --- --- ---
James Balanced: Golden Rainbow Instl GLRIX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv R6 GMIMX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv R GMMRX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc R5 GMUAX --- --- --- --- --- ---
GuidePath® Multi-Asset Income Allc Svc GPMIX --- --- --- --- --- ---
GuidePath® Conservative Allocation Svc GPTCX --- --- --- --- --- ---
Goldman Sachs Income Builder C GSBCX --- --- --- --- --- ---
Goldman Sachs Income Builder A GSBFX --- --- --- --- --- ---
Goldman Sachs Income Builder Instl GSBIX --- --- --- --- --- ---
Goldman Sachs Income Builder R6 GSBUX --- --- --- --- --- ---
Guggenheim Diversified Income A GUDAX --- --- --- --- --- ---
Guggenheim Diversified Income C GUDCX --- --- --- --- --- ---
Guggenheim Diversified Income Instl GUDIX --- --- --- --- --- ---
Guggenheim Diversified Income P GUDPX --- --- --- --- --- ---
Hartford AARP Balanced Retirement A HAFAX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr C HAFCX --- --- --- --- --- ---
Hartford AARP Balanced Retirement F HAFDX --- --- --- --- --- ---
Hartford AARP Balanced Retirement I HAFIX --- --- --- --- --- ---
Hartford AARP Balanced Retirement R3 HAFRX --- --- --- --- --- ---
Hartford AARP Balanced Retirement R4 HAFSX --- --- --- --- --- ---
Hartford AARP Balanced Retirement R5 HAFTX --- --- --- --- --- ---
Hartford AARP Balanced Retirement R6 HAFVX --- --- --- --- --- ---
Hartford AARP Balanced Retirement Y HAFYX --- --- --- --- --- ---
Hartford AARP Balanced Retirement C HAICX --- --- --- --- --- ---
Hartford Balanced Income A HBLAX --- --- --- --- --- ---
Hartford Balanced Income C HBLCX --- --- --- --- --- ---
Hartford Balanced Income F HBLFX --- --- --- --- --- ---
Hartford Balanced Income I HBLIX --- --- --- --- --- ---
Hartford Balanced Income R3 HBLRX --- --- --- --- --- ---
Hartford Balanced Income R4 HBLSX --- --- --- --- --- ---
Hartford Balanced Income R5 HBLTX --- --- --- --- --- ---
Hartford Balanced Income R6 HBLVX --- --- --- --- --- ---
Hartford Balanced Income Y HBLYX --- --- --- --- --- ---
HCM Income Plus A HCMEX --- --- --- --- --- ---
HCM Income Plus Investor HCMKX --- --- --- --- --- ---
HCM Income Plus I HCMLX --- --- --- --- --- ---
Hartford Conservative Allocation A HCVAX --- --- --- --- --- ---
Hartford Conservative Allocation C HCVCX --- --- --- --- --- ---
Hartford Conservative Allocation F HCVFX --- --- --- --- --- ---
Hartford Conservative Allocation I HCVIX --- --- --- --- --- ---
Hartford Conservative Allocation R3 HCVRX --- --- --- --- --- ---
Hartford Conservative Allocation R4 HCVSX --- --- --- --- --- ---
Hartford Conservative Allocation R5 HCVTX --- --- --- --- --- ---
Thrivent Balanced Income Plus S IBBFX --- --- --- --- --- ---
Transamerica Asset Allocation Cnsrv A ICLAX --- --- --- --- --- ---
Transamerica Asset Allocation Cnsrv C ICLLX --- --- --- --- --- ---
Transamerica Asset Allocation Cnsrv R ICVRX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr Y IHAYX --- --- --- --- --- ---
Invesco Income Allocation R6 IIASX --- --- --- --- --- ---
Voya Balanced Income A IIFAX --- --- --- --- --- ---
Voya Balanced Income I IIFIX --- --- --- --- --- ---
Voya Balanced Income S IIFSX --- --- --- --- --- ---
Voya Balanced Income S2 IIFTX --- --- --- --- --- ---
Invesco Income Allocation R5 ILAAX --- --- --- --- --- ---
Transamerica Asset Allocation Mod R IMDRX --- --- --- --- --- ---
Transamerica Asset Allocation Mod A IMOAX --- --- --- --- --- ---
Transamerica Asset Allocation Mod C IMOLX --- --- --- --- --- ---
Voya Retirement Moderate Port I IRMIX --- --- --- --- --- ---
Voya Retirement Moderate Port A IRMPX --- --- --- --- --- ---
Voya Strategic Allocation Cnsrv Port I ISAIX --- --- --- --- --- ---
Voya Strategic Allocation Cnsrv Port S ISCVX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income A ISFAX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income C ISFCX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income F3 ISFOX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income I ISFYX --- --- --- --- --- ---
Voya Solution Moderately Cnsrv Port A ISPGX --- --- --- --- --- ---
Voya Solution Moderately Cnsrv Port I ISPRX --- --- --- --- --- ---
Voya Solution Moderately Cnsrv Port S ISPSX --- --- --- --- --- ---
Voya Solution Moderately Cnsrv Port S2 ISPTX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr A ITTAX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr F ITTFX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr I ITTIX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr R3 ITTRX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr R4 ITTSX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr R5 ITTTX --- --- --- --- --- ---
Hartford Multi-Asset Income and Gr R6 ITTVX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod A JALMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod B JBLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod C JCLMX --- --- --- --- --- ---
JPMorgan Investor Conservative Growth R6 JFLJX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod 5 JHLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod 1 JILMX --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Mod 1 JLMOX --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Mod R6 JLMRX --- --- --- --- --- ---
JPMorgan Income Builder A JNBAX --- --- --- --- --- ---
JPMorgan Income Builder C JNBCX --- --- --- --- --- ---
JPMorgan Income Builder I JNBSX --- --- --- --- --- ---
JPMorgan Income Builder R6 JNBZX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R1 JPLMX --- --- --- --- --- ---
Janus Henderson Value Plus Income A JPVAX --- --- --- --- --- ---
Janus Henderson Value Plus Income C JPVCX --- --- --- --- --- ---
Janus Henderson Value Plus Income D JPVDX --- --- --- --- --- ---
Janus Henderson Value Plus Income I JPVIX --- --- --- --- --- ---
Janus Henderson Value Plus Income N JPVNX --- --- --- --- --- ---
Janus Henderson Value Plus Income S JPVSX --- --- --- --- --- ---
Janus Henderson Value Plus Income T JPVTX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R2 JQLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R3 JRLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R4 JSLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R5 JTLMX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod I JTMIX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 A JTQBX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 I JTQDX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 R2 JTQEX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 R3 JTQFX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 R4 JTQGX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 R5 JTQHX --- --- --- --- --- ---
JPMorgan SmartSpending 2050 R6 JTQJX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Mod R6 JULMX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income F LIGFX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income R2 LIGQX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income R3 LIXRX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income R4 LIXSX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income R5 LIXTX --- --- --- --- --- ---
Lord Abbett Multi-Asset Income R6 LIXVX --- --- --- --- --- ---
QS Defensive Growth I LMGIX --- --- --- --- --- ---
QS Defensive Growth R LMLRX --- --- --- --- --- ---
Ladenburg Income A LNCAX --- --- --- --- --- ---
Ladenburg Income C LNCCX --- --- --- --- --- ---
Ladenburg Income I LNCIX --- --- --- --- --- ---
Ladenburg Income & Growth A LNOAX --- --- --- --- --- ---
Ladenburg Income & Growth C LNOCX --- --- --- --- --- ---
Ladenburg Income & Growth I LNOIX --- --- --- --- --- ---
Saratoga Conservative Balanced Allc I LUNAX --- --- --- --- --- ---
QS Defensive Growth C LWLAX --- --- --- --- --- ---
MFS Conservative Allocation B MACBX --- --- --- --- --- ---
MFS Conservative Allocation A MACFX --- --- --- --- --- ---
MFS Conservative Allocation I MACIX --- --- --- --- --- ---
MFS Conservative Allocation R4 MACJX --- --- --- --- --- ---
MFS Conservative Allocation R1 MACKX --- --- --- --- --- ---
MFS Conservative Allocation R3 MACNX --- --- --- --- --- ---
MFS Conservative Allocation C MACVX --- --- --- --- --- ---
MFS Conservative Allocation R2 MCARX --- --- --- --- --- ---
MainStay Conservative Allocation A MCKAX --- --- --- --- --- ---
MainStay Conservative Allocation B MCKBX --- --- --- --- --- ---
MainStay Conservative Allocation C MCKCX --- --- --- --- --- ---
MainStay Conservative Allocation I MCKIX --- --- --- --- --- ---
MainStay Conservative Allocation R2 MCKKX --- --- --- --- --- ---
MainStay Conservative Allocation Inv MCKNX --- --- --- --- --- ---
MainStay Conservative Allocation R3 MCKRX --- --- --- --- --- ---
Madison Conservative Allocation A MCNAX --- --- --- --- --- ---
Madison Conservative Allocation B MCNBX --- --- --- --- --- ---
Madison Conservative Allocation C MCOCX --- --- --- --- --- ---
Praxis Genesis Conservative A MCONX --- --- --- --- --- ---
Invesco Multi-Asset Inflation A MIZAX --- --- --- --- --- ---
Invesco Multi-Asset Inflation C MIZCX --- --- --- --- --- ---
Invesco Multi-Asset Inflation R5 MIZFX --- --- --- --- --- ---
Invesco Multi-Asset Inflation R MIZRX --- --- --- --- --- ---
Invesco Multi-Asset Inflation R6 MIZSX --- --- --- --- --- ---
Invesco Multi-Asset Inflation Y MIZYX --- --- --- --- --- ---
MassMutual Select TRP Retirement Bal I MMBVX --- --- --- --- --- ---
MassMutual Select TRP Retirement Bal M5 MMBWX --- --- --- --- --- ---
MassMutual Select TRP Retirement Bal M4 MMBYX --- --- --- --- --- ---
MassMutual Select TRP Retirement Bal M3 MMBZX --- --- --- --- --- ---
Manning & Napier Pro-Blend Cnsrv Term L MNCCX --- --- --- --- --- ---
Manning & Napier Pro-Blend Cnsrv Term I MNCIX --- --- --- --- --- ---
Manning & Napier Pro-Blend Cnsrv Term R MNCRX --- --- --- --- --- ---
Manning & Napier Pro-Blend Cnsrv Trm W MNCWX --- --- --- --- --- ---
Manning & Napier Pro-Blend Mod Term L MNMCX --- --- --- --- --- ---
Manning & Napier Pro-Blend Mod Term I MNMIX --- --- --- --- --- ---
Manning & Napier Pro-Blend Mod Term R MNMRX --- --- --- --- --- ---
Manning & Napier Pro-Blend Mod Trm W MNMWX --- --- --- --- --- ---
AB All Market Income A MRKAX --- --- --- --- --- ---
AB All Market Income C MRKCX --- --- --- --- --- ---
AB All Market Income Advisor MRKYX --- --- --- --- --- ---
Manning & Napier Income I MSMAX --- --- --- --- --- ---
Manning & Napier Income S MSMSX --- --- --- --- --- ---
Great-West Moderately Cnsrv Pfl Inv MXDPX --- --- --- --- --- ---
Great-West Moderately Cnsrv Pfl L MXHPX --- --- --- --- --- ---
Great-West Moderately Cnsrv Pfl Instl MXJUX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv A NAARX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv A NADCX --- --- --- --- --- ---
Neuberger Berman Multi-Asset Inc A NANAX --- --- --- --- --- ---
Neuberger Berman Multi-Asset Inc C NANCX --- --- --- --- --- ---
Neuberger Berman Multi-Asset Inc Instl NANIX --- --- --- --- --- ---
New Covenant Balanced Income NCBIX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv C NCDCX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv C NGCRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv C NIICX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv Inst NIPAX --- --- --- --- --- ---
Columbia Capital Alloc Mod Cnsrv A NLGAX --- --- --- --- --- ---
Neuberger Berman Multi-Asset Inc R6 NRANX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv Svc NSDCX --- --- --- --- --- ---
Wells Fargo Moderate Balanced Admin NVMBX --- --- --- --- --- ---
Nationwide Inv Dest Mod Cnsrv Instl Svc NWWKX --- --- --- --- --- ---
JPMorgan Investor Conservative Growth C OCGCX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income R6 OCIIX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income R OCINX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income Y OCIYX --- --- --- --- --- ---
JPMorgan Investor Conservative Growth A OICAX --- --- --- --- --- ---
JPMorgan Investor Conservative Growth I ONCFX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income C OPECX --- --- --- --- --- ---
Invesco Oppenheimer Capital Income A OPPEX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv A PACAX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv B PACBX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv C PACCX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv R5 PACDX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv M PACMX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv R PACRX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv Y PACYX --- --- --- --- --- ---
Pacific Advisors Income & Equity A PADIX --- --- --- --- --- ---
T. Rowe Price Retirement Balanced Adv PARIX --- --- --- --- --- ---
PGIM Income Builder B PBCFX --- --- --- --- --- ---
Principal SAM Conservative Bal R5 PCBFX --- --- --- --- --- ---
Principal SAM Conservative Bal J PCBJX --- --- --- --- --- ---
Principal SAM Conservative Bal R4 PCBLX --- --- --- --- --- ---
Principal SAM Conservative Bal R3 PCBPX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX --- --- --- --- --- ---
PGIM Income Builder C PCCFX --- --- --- --- --- ---
Principal SAM Conservative Bal Inst PCCIX --- --- --- --- --- ---
PGIM Income Builder A PCGAX --- --- --- --- --- ---
PGIM Income Builder R6 PCGQX --- --- --- --- --- ---
PGIM Income Builder R PCLRX --- --- --- --- --- ---
Principal SAM Conservative Bal R2 PCNSX --- --- --- --- --- ---
Principal SAM Conservative Bal R1 PCSSX --- --- --- --- --- ---
PGIM Income Builder Z PDCZX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation B PDRBX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation A PDREX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation C PDRFX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation R6 PDRGX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation R PDRRX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation M PDRTX --- --- --- --- --- ---
Putnam Dynamic Risk Allocation Y PDRYX --- --- --- --- --- ---
Pacific Advisors Income & Equity C PIECX --- --- --- --- --- ---
Pioneer Multi-Asset Income C PMACX --- --- --- --- --- ---
Pioneer Multi-Asset Income A PMAIX --- --- --- --- --- ---
Pacific Funds Port Optim Mod-Cnsrv Adv PMCDX --- --- --- --- --- ---
Pioneer Multi-Asset Income K PMFKX --- --- --- --- --- ---
Pioneer Multi-Asset Income R PMFRX --- --- --- --- --- ---
Pioneer Multi-Asset Income Y PMFYX --- --- --- --- --- ---
Pacific Funds Port Optim Mod-Cnsrv A POBAX --- --- --- --- --- ---
Pacific Funds Port Optim Mod-Cnsrv C POBCX --- --- --- --- --- ---
T. Rowe Price Personal Strat Inc I PPIPX --- --- --- --- --- ---
Permanent Portfolio Permanent A PRPDX --- --- --- --- --- ---
Permanent Portfolio Permanent I PRPFX --- --- --- --- --- ---
Permanent Portfolio Permanent C PRPHX --- --- --- --- --- ---
T. Rowe Price Personal Strat Inc PRSIX --- --- --- --- --- ---
QCI Balanced Institutional QCIBX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc A QMAAX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc C QMACX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc R6 QMAIX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc R QMARX --- --- --- --- --- ---
Invesco Oppenheimer Glbl Mlt-Asst Inc Y QMAYX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R1 RARPX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R2 RDRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R2E RGRPX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income M RGYTX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R3 RJRPX --- --- --- --- --- ---
Invesco Income Allocation R RLIAX --- --- --- --- --- ---
Rareview Longevity Inc Generation Retl RLIGX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat A RMLAX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat C RMLCX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat E RMLEX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat R1 RMLRX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat S RMLSX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat R4 RMLUX --- --- --- --- --- ---
Russell Inv Lifepoints Moderate Strat R5 RMLVX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R4 RMRPX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income A RMYAX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income C RMYCX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income E RMYEX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income S RMYSX --- --- --- --- --- ---
Russell Inv Multi-Strategy Income Y RMYYX --- --- --- --- --- ---
RESQ Strategic Income A RQIAX --- --- --- --- --- ---
RESQ Strategic Income C RQICX --- --- --- --- --- ---
RESQ Strategic Income I RQIIX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R5 RQRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R5E RROPX --- --- --- --- --- ---
T. Rowe Price Retirement Balanced R RRTIX --- --- --- --- --- ---
American Funds Retire Inc Port-Cnsrv R6 RTRPX --- --- --- --- --- ---
Rareview Longevity Inc Generation Instl RVIGX --- --- --- --- --- ---
Redwood Systematic Macro Trnd (SMarT) I RWSIX --- --- --- --- --- ---
Redwood Systematic Macro Trnd (SMarT) N RWSNX --- --- --- --- --- ---
Spirit of America Income & Opp C SACOX --- --- --- --- --- ---
Principal SAM Conservative Bal A SAIPX --- --- --- --- --- ---
QS Defensive Growth C1 SBCLX --- --- --- --- --- ---
QS Defensive Growth A SBCPX --- --- --- --- --- ---
Saratoga Conservative Balanced Allc A SCAAX --- --- --- --- --- ---
Principal SAM Conservative Bal C SCIPX --- --- --- --- --- ---
SEI Core Market Strategy I (SAAT) SCMSX --- --- --- --- --- ---
SEI Market Growth Strategy I (SAAT) SMGSX --- --- --- --- --- ---
SEI Market Growth Strategy D (SAAT) SMKDX --- --- --- --- --- ---
SEI Moderate Strategy F (SAAT) SMOAX --- --- --- --- --- ---
SEI Moderate Strategy D (SAAT) SMSDX --- --- --- --- --- ---
SEI Moderate Strategy I (SAAT) SMSIX --- --- --- --- --- ---
Spirit of America Income & Opp A SOAOX --- --- --- --- --- ---
SEI Core Market Strategy F (SAAT) SOKAX --- --- --- --- --- ---
DWS Multi-Asset Conservative Allc S SPBAX --- --- --- --- --- ---
DWS Multi-Asset Conservative Allc A SPDAX --- --- --- --- --- ---
DWS Multi-Asset Conservative Allc C SPDCX --- --- --- --- --- ---
SEI Market Growth Strategy F (SAAT) SRWAX --- --- --- --- --- ---
Saratoga Conservative Balanced Allc C SUMCX --- --- --- --- --- ---
Schwab MarketTrack Conservative SWCGX --- --- --- --- --- ---
Schwab® Monthly Income Mod Payout SWJRX --- --- --- --- --- ---
Schwab® Monthly Income Enh Payout SWKRX --- --- --- --- --- ---
Transamerica Asset Allocation Cnsrv I TACIX --- --- --- --- --- ---
American Funds Tax-Advtg Gr & Inc A TAIAX --- --- --- --- --- ---
American Funds Tax-Advtg Gr & Inc C TAICX --- --- --- --- --- ---
American Funds Tax-Advtg Gr & Inc F-1 TAIFX --- --- --- --- --- ---
Transamerica Multi-Asset Income A TASHX --- --- --- --- --- ---
Touchstone Dynamic Diversified Income A TBAAX --- --- --- --- --- ---
Touchstone Dynamic Diversified Income C TBACX --- --- --- --- --- ---
Touchstone Dynamic Diversified Income Y TBAYX --- --- --- --- --- ---
Thrivent Moderately Cnsrv Allocation A TCAAX --- --- --- --- --- ---
Thrivent Moderately Cnsrv Allocation S TCAIX --- --- --- --- --- ---
Timothy Plan Conservative Growth A TCGAX --- --- --- --- --- ---
Transamerica Multi-Asset Income C TCSHX --- --- --- --- --- ---
TIAA-CREF Lifestyle Conservative Instl TCSIX --- --- --- --- --- ---
Timothy Plan Conservative Growth C TCVCX --- --- --- --- --- ---
Timothy Plan Growth & Income C TGCIX --- --- --- --- --- ---
Timothy Plan Growth & Income A TGIAX --- --- --- --- --- ---
TCW Conservative Allocation I TGPCX --- --- --- --- --- ---
TCW Conservative Allocation N TGPNX --- --- --- --- --- ---
Thrivent Diversified Income Plus S THYFX --- --- --- --- --- ---
Timothy Plan Growth & Income I TIGIX --- --- --- --- --- ---
Centaur Total Return TILDX --- --- --- --- --- ---
TIAA-CREF Lifestyle Conservative Advisor TLSHX --- --- --- --- --- ---
TIAA-CREF Lifestyle Conservative Premier TLSPX --- --- --- --- --- ---
Transamerica Asset Allocation Mod I TMMIX --- --- --- --- --- ---
1290 DoubleLine Dynamic Allocation I TNVDX --- --- --- --- --- ---
1290 DoubleLine Dynamic Allocation A TNXAX --- --- --- --- --- ---
1290 DoubleLine Dynamic Allocation R TNYRX --- --- --- --- --- ---
T. Rowe Price Retirement Balanced I TRPTX --- --- --- --- --- ---
T. Rowe Price Retirement Balanced TRRIX --- --- --- --- --- ---
TIAA-CREF Lifestyle Conservative Retail TSCLX --- --- --- --- --- ---
TIAA-CREF Lifestyle Conservative Retire TSCTX --- --- --- --- --- ---
Transamerica Multi-Asset Income I TSHIX --- --- --- --- --- ---
American Century Strat Allc: Cnsrv Inv TWSCX --- --- --- --- --- ---
American Funds Tax-Advtg Gr & Inc F-2 TXIFX --- --- --- --- --- ---
American Funds Tax-Advtg Gr & Inc F-3 TYIFX --- --- --- --- --- ---
USAA Cornerstone Moderately Cnsrv UCMCX --- --- --- --- --- ---
USAA Growth and Tax Strategy USBLX --- --- --- --- --- ---
USAA Cornerstone Moderate USBSX --- --- --- --- --- ---
VALIC Company II Cnsrv Gr Lifestyle VCGLX --- --- --- --- --- ---
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX --- --- --- --- --- ---
Vanguard Tax-Managed Balanced Adm VTMFX --- --- --- --- --- ---
Vanguard Wellesley® Income Admiral™ VWIAX --- --- --- --- --- ---
Vanguard Wellesley® Income Inv VWINX --- --- --- --- --- ---
Voya Solution Moderately Cnsrv Port R6 VYRNX --- --- --- --- --- ---
Weitz Balanced Institutional WBAIX --- --- --- --- --- ---
Weitz Balanced Fund - Investor WBALX --- --- --- --- --- ---
Wells Fargo Moderate Balanced C WFBCX --- --- --- --- --- ---
Wells Fargo Moderate Balanced A WFMAX --- --- --- --- --- ---
Wells Fargo Moderate Balanced Instl WFMYX --- --- --- --- --- ---
Westwood Income Opportunity Instl WHGIX --- --- --- --- --- ---
InvestEd Conservative WICAX --- --- --- --- --- ---
Wells Fargo WealthBuilder Mod Bal C WMBFX --- --- --- --- --- ---
Wells Fargo WealthBuilder Mod Bal A WMBGX --- --- --- --- --- ---
Wells Fargo WealthBuilder Mod Bal Instl WMBZX --- --- --- --- --- ---
Westwood Income Opportunity A WWIAX --- --- --- --- --- ---
Westwood Income Opportunity C WWICX --- --- --- --- --- ---