Allocation--50% to 70% Equity: Total Returns

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Data through 8/23/2019. 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--50% to 70% Equity -2.62 10.61 1.61 1.66 6.11 4.77
Aberdeen Income Builder A AAADX -2.17 11.41 1.01 1.99 8.62 6.55
Cavanal Hill Active Core A AABAX -1.56 10.74 2.47 2.87 5.74 4.96
Putnam Dynamic Asset Allocation Bal C AABCX -3.16 9.48 0.88 -1.27 5.36 4.47
American Beacon Balanced Inv AABPX -3.18 11.69 1.66 -0.32 6.35 4.57
Cavanal Hill Active Core C AACBX -1.56 10.29 2.30 2.22 4.98 ---
American Beacon Balanced Instl AADBX -3.23 11.87 1.72 -0.12 6.62 4.88
Aberdeen Income Builder Instl AADDX -2.17 11.56 1.02 2.26 8.89 6.80
American Funds American Balanced A ABALX -2.52 9.84 2.09 3.58 7.70 6.99
American Beacon Balanced C ABCCX -3.29 11.00 1.38 -1.16 5.54 3.75
American Beacon Balanced A ABFAX -3.26 11.56 1.59 -0.39 6.32 4.52
American Century Balanced R5 ABGNX -1.89 12.34 3.05 3.15 --- ---
American Century Balanced I ABINX -1.94 12.34 2.99 3.15 7.36 5.84
Invesco Moderate Allocation Y ABKYX -2.39 9.84 1.70 1.50 5.53 3.64
Alger Balanced I-2 ABLOX -2.22 9.73 1.63 2.68 7.79 6.78
American Beacon Balanced Adv ABLSX -3.24 11.55 1.58 -0.49 6.16 4.39
AB All Market Total Return A ABWAX -1.66 12.87 3.21 4.75 4.94 3.51
AB All Market Total Return B ABWBX -1.73 12.37 3.09 4.07 4.17 2.72
AB All Market Total Return C ABWCX -1.75 12.37 3.06 3.98 4.14 2.72
AB All Market Total Return I ABWIX -1.62 13.15 3.35 5.07 5.18 3.74
AB All Market Total Return K ABWKX -1.73 12.86 3.23 4.70 4.84 3.40
AB All Market Total Return R ABWRX -1.74 12.61 3.11 4.37 4.52 3.08
AB All Market Total Return Advisor ABWYX -1.64 13.13 3.31 5.05 5.22 3.77
American Beacon Balanced Y ACBYX -3.21 11.81 1.69 -0.07 6.66 4.85
Invesco Equity and Income A ACEIX -3.95 10.05 0.38 -2.09 5.76 4.70
Invesco Equity and Income R5 ACEKX -3.86 10.34 0.46 -1.77 6.12 5.04
Invesco Equity and Income C ACERX -4.03 9.50 0.20 -2.79 4.99 3.94
Invesco Equity and Income R ACESX -3.93 9.85 0.32 -2.31 5.50 4.45
Invesco Equity and Income Y ACETX -3.86 10.29 0.44 -1.84 6.06 4.99
American Century Strat Allc: Mod A ACOAX -2.89 11.25 1.88 1.43 5.85 4.57
American Funds American Balanced F3 AFMBX -2.49 10.04 2.16 3.88 --- ---
Cavanal Hill Active Core Institutional AIBLX -1.55 10.94 2.53 3.27 6.03 5.27
American Funds American Balanced F2 AMBFX -2.52 9.99 2.14 3.78 7.89 7.20
Invesco Moderate Allocation A AMKAX -2.47 9.63 1.64 1.16 5.24 3.38
Invesco Moderate Allocation C AMKCX -2.49 9.11 1.46 0.46 4.48 2.61
Invesco Moderate Allocation R AMKRX -2.47 9.51 1.58 0.98 4.99 3.12
Invesco Moderate Allocation S AMKSX -2.40 9.68 1.67 1.34 5.38 3.48
Invesco Moderate Allocation R5 AMLIX -2.38 9.84 1.71 1.55 5.58 3.64
Invesco Moderate Allocation R6 AMLSX -2.46 9.84 1.71 1.48 --- ---
Pioneer Classic Balanced A AOBLX -1.46 14.46 3.95 5.71 8.19 6.06
American Century One Choice Mod Inv AOMIX -2.80 11.19 1.83 1.24 6.09 4.85
American Century One Choice Mod R AORMX -2.80 10.85 1.71 0.73 5.56 ---
Cavanal Hill Active Core Investor APBAX -1.48 10.84 2.48 3.02 5.77 5.06
Archer Balanced ARCHX -2.94 11.96 1.91 2.87 5.97 5.49
American Century Strat Allc: Mod I ASAMX -2.73 11.62 1.92 1.87 6.36 5.07
American Century Strat Allc: Mod R6 ASMDX -2.73 11.71 1.99 2.03 6.53 5.21
American Century Strat Allc: Mod R ASMRX -2.91 11.01 1.77 1.04 5.59 4.30
American Century Strat Allc: Mod R5 ASMUX -2.87 11.62 1.92 1.87 --- ---
American Century Strat Allc: Mod C ASTCX -2.93 10.74 1.62 0.59 5.08 3.80
CIBC Atlas Income Opportunities Instl AWIIX -1.89 13.79 2.63 5.26 8.18 6.58
Pioneer Classic Balanced Y AYBLX -1.45 14.74 4.03 5.99 8.46 6.31
BlackRock 60/40 Target Allocation Inv A BAGPX -2.28 11.92 2.55 2.64 6.41 4.99
American Funds American Balanced C BALCX -2.61 9.24 1.83 2.76 6.84 6.14
American Funds American Balanced F1 BALFX -2.52 9.77 2.03 3.51 7.61 6.91
Sterling Capital Strategic Allc Bal A BAMGX -2.97 7.76 0.89 0.22 4.95 3.62
BlackRock 60/40 Target Allocation Inv C BCGPX -2.26 11.45 2.45 1.91 5.62 4.22
Sterling Capital Strategic Allc Bal I BCGTX -2.86 7.91 0.95 0.47 5.23 3.89
Sterling Capital Strategic Allc Bal C BCMCX -3.03 7.12 0.65 -0.64 4.14 2.83
Lord Abbett Multi-Asset Balanced Opp C BFLAX -2.99 11.62 1.21 -0.03 4.58 2.76
BMO Balanced Allocation I BGRHX -3.13 9.42 1.09 0.21 5.84 4.40
BMO Balanced Allocation R6 BGRQX -3.01 9.69 1.21 0.45 6.02 4.56
BMO Balanced Allocation R3 BGRRX -3.13 9.14 0.97 -0.27 5.33 3.88
BMO Balanced Allocation Y BGRYX -3.13 9.29 0.97 -0.09 5.55 4.12
BlackRock 60/40 Target Allocation Instl BIGPX -2.17 12.25 2.66 3.02 6.79 5.36
BlackRock 60/40 Target Allocation K BKGPX -2.24 12.17 2.67 2.96 6.81 ---
Lord Abbett Multi-Asset Balanced Opp F BLAFX -2.88 12.32 1.43 0.94 5.56 3.71
Lord Abbett Multi-Asset Balanced Opp R2 BLAQX -2.95 12.03 1.37 0.34 5.00 3.17
Lord Abbett Multi-Asset Balanced Opp R3 BLARX -2.92 12.09 1.34 0.55 5.16 3.30
Lord Abbett Multi-Asset Balanced Opp R4 BLASX -2.89 12.23 1.39 0.71 5.39 ---
Lord Abbett Multi-Asset Balanced Opp R5 BLATX -2.86 12.48 1.54 1.04 5.67 ---
Lord Abbett Multi-Asset Balanced Opp R6 BLAVX -2.86 12.50 1.46 0.97 5.71 ---
American Funds Moderate Gr & Inc A BLPAX -3.03 9.86 1.81 3.00 6.63 5.70
American Funds Moderate Gr & Inc C BLPCX -3.11 9.26 1.57 2.21 5.81 4.89
American Funds Moderate Gr & Inc F-3 BLPDX -3.03 10.02 1.82 3.34 --- ---
American Funds Moderate Gr & Inc F-2 BLPEX -3.02 9.96 1.79 3.23 6.86 5.92
American Funds Moderate Gr & Inc F-1 BLPFX -3.03 9.85 1.80 2.97 6.58 5.66
BlackRock 60/40 Target Allocation R BRGPX -2.29 11.87 2.56 2.46 6.20 4.80
Bruce BRUFX -0.95 11.96 2.23 4.15 5.16 5.01
American Funds Moderate Gr & Inc 529-A CBAAX -3.03 9.78 1.73 2.97 6.55 5.62
American Funds Moderate Gr & Inc 529-E CBAEX -3.04 9.68 1.68 2.75 6.32 5.37
American Funds Moderate Gr & Inc 529-F-1 CBAFX -2.96 10.03 1.86 3.23 6.82 5.88
American Funds Moderate Gr & Inc ABLE-A CBAGX -3.03 9.81 1.74 3.05 --- ---
Calvert Balanced I CBAIX -1.06 16.55 3.82 8.24 8.79 6.77
Columbia Balanced Inst CBALX -2.21 13.45 2.78 4.33 6.87 6.39
Calvert Balanced R6 CBARX -1.09 --- 3.82 --- --- ---
Columbia Balanced Adv CBDRX -2.22 13.45 2.80 4.34 6.86 6.39
Columbia Balanced Inst3 CBDYX -2.21 13.50 2.80 4.41 6.97 6.52
Columbia Balanced A CBLAX -2.26 13.25 2.71 4.06 6.60 6.13
Columbia Balanced C CBLCX -2.29 12.74 2.55 3.29 5.80 5.34
CornerCap Balanced CBLFX -3.88 7.92 -0.44 -1.75 4.89 3.42
Columbia Balanced R CBLRX -2.26 13.09 2.67 3.80 6.33 5.86
American Funds Moderate Gr & Inc 529-C CBPCX -3.11 9.29 1.55 2.21 5.77 4.81
Pioneer Classic Balanced R CBPRX -1.56 14.20 3.73 5.23 7.92 ---
Columbia Capital Alloc Mod Agrsv Adv CGBRX -3.57 11.02 1.22 0.07 6.97 5.68
Columbia Capital Alloc Mod Agrsv V CGGTX -3.60 10.90 1.25 -0.18 6.71 5.42
Loomis Sayles Multi-Asset Income C CIDPX -1.74 8.08 1.72 -2.46 3.19 3.44
American Funds Cnsrv Gr & Inc 529-A CIPAX -1.73 8.67 1.43 3.73 5.41 4.66
American Funds Cnsrv Gr & Inc 529-C CIPCX -1.89 7.99 1.17 2.90 4.58 3.85
American Funds Cnsrv Gr & Inc 529-E CIPEX -1.81 8.47 1.36 3.48 5.17 4.42
American Funds Cnsrv Gr & Inc 529-F-1 CIPFX -1.73 8.78 1.48 3.99 5.63 4.90
American Funds Cnsrv Gr & Inc ABLE-A CIPGX -1.81 8.51 1.42 3.71 --- ---
Calvert Moderate Allocation I CLAIX -2.90 11.65 1.75 2.86 7.70 ---
American Funds American Balanced 529A CLBAX -2.53 9.77 2.07 3.50 7.62 6.90
American Funds American Balanced 529C CLBCX -2.60 9.25 1.85 2.72 6.79 6.08
American Funds American Balanced 529E CLBEX -2.56 9.62 1.98 3.26 7.36 6.64
American Funds American Balanced 529F CLBFX -2.53 9.91 2.10 3.72 7.86 7.14
Columbia Capital Alloc Mod Agrsv R CLBRX -3.69 10.68 1.10 -0.44 6.44 5.15
Columbia Capital Alloc Mod Agrsv Inst2 CLHRX -3.57 11.06 1.23 0.13 7.01 5.75
Columbia Balanced Inst2 CLREX -2.21 13.50 2.79 4.38 6.92 6.47
Calvert Moderate Allocation A CMAAX -2.91 11.46 1.75 2.61 7.36 5.64
Calvert Moderate Allocation C CMACX -2.95 10.95 1.54 1.89 6.55 4.85
Concorde Wealth Management CONWX -3.43 8.11 -1.11 -1.83 4.65 2.36
Columbia Capital Alloc Mod Agrsv Inst3 CPHNX -3.58 11.09 1.27 0.10 7.05 5.79
Calvert Balanced C CSGCX -1.15 15.78 3.56 7.12 7.59 5.56
Calvert Balanced A CSIFX -1.11 16.33 3.75 7.93 8.43 6.39
American Funds College 2030 529A CTHAX -2.11 9.19 2.05 3.49 6.38 4.92
American Funds College 2030 529E CTHEX -2.13 8.99 1.99 3.29 6.14 4.65
American Funds College 2030 529F1 CTHFX -2.10 9.32 2.12 3.75 6.64 5.15
American Funds College 2030 529C CTYCX -2.15 8.63 1.85 2.71 5.57 4.10
Davenport Balanced Income DBALX -1.89 9.60 1.16 1.57 4.61 ---
BNY Mellon Balanced Opportunity A DBOAX -3.49 9.73 1.30 0.17 6.82 5.56
BNY Mellon Balanced Opportunity C DBOCX -3.50 9.25 1.11 -0.54 6.02 4.77
BNY Mellon Balanced Opportunity I DBORX -3.45 9.91 1.35 0.46 7.09 5.82
BNY Mellon Balanced Opportunity Y DBOYX -3.44 9.92 1.39 0.50 --- ---
BNY Mellon Balanced Opportunity Z DBOZX -3.46 9.82 1.30 0.38 7.01 5.75
Delaware Wealth Builder R DDDRX -1.54 9.58 1.64 1.05 3.44 3.14
Delaware Wealth Builder A DDIAX -1.44 9.76 1.71 1.31 3.69 3.40
Delaware Wealth Builder C DDICX -1.58 9.20 1.44 0.47 2.89 2.62
Delaware Wealth Builder Institutional DDIIX -1.49 9.88 1.70 1.57 3.95 3.65
Delaware Strategic Allocation A DFBAX -3.26 6.94 0.62 -0.87 4.23 3.20
Delaware Strategic Allocation C DFBCX -3.36 6.43 0.43 -1.62 3.42 2.41
Delaware Strategic Allocation R DFBRX -3.28 6.72 0.56 -1.15 3.97 2.93
Delaware Strategic Allocation Ins DFFIX -3.26 7.06 0.69 -0.63 4.47 3.44
DFA Global Allocation 60/40 R2 DFPRX -3.35 8.36 0.85 -0.84 5.28 3.92
DFA Global Allocation 60/40 I DGSIX -3.38 8.56 0.91 -0.69 5.54 4.14
Dodge & Cox Balanced DODBX -4.72 7.25 -0.82 -1.19 7.36 5.77
Arrow DWA Balanced A DWAFX 0.42 12.78 4.80 1.43 3.09 2.33
Arrow DWA Balanced Institutional DWANX 0.41 12.94 4.89 1.66 3.37 2.59
Arrow DWA Balanced C DWATX 0.36 12.24 4.56 0.66 2.32 1.57
Wells Fargo Asset Allocation A EAAFX -2.83 10.76 1.67 0.71 4.50 2.05
Wells Fargo Asset Allocation Inst EAAIX -2.82 11.09 1.74 1.06 4.88 2.44
Wells Fargo Asset Allocation C EACFX -2.87 10.29 1.50 -0.02 3.73 1.30
Wells Fargo Asset Allocation Admin EAIFX -2.80 10.97 1.73 0.95 4.68 2.23
MFS Moderate Allocation 529A EAMDX -1.74 13.96 2.87 5.37 7.05 5.54
MFS Total Return 529A EATRX -2.43 11.21 1.77 3.94 5.71 5.40
Wells Fargo Asset Allocation R EAXFX -2.86 10.60 1.61 0.47 4.24 1.81
MFS Moderate Allocation 529B EBMDX -1.83 13.41 2.73 4.60 6.26 4.76
MFS Total Return 529B EBTRX -2.47 10.80 1.75 3.30 4.97 4.64
Eaton Vance Balanced C ECIFX -1.30 15.34 3.34 6.52 7.24 5.90
MFS Moderate Allocation 529C ECMAX -1.79 13.47 2.71 4.60 6.26 4.76
MFS Total Return 529C ECTRX -2.47 10.62 1.56 3.10 4.93 4.60
Eaton Vance Balanced I EIIFX -1.30 16.12 3.50 7.53 8.30 6.94
Elfun Diversified ELDFX -2.64 10.34 1.95 2.60 6.24 4.66
Eaton Vance Balanced B EMIFX -1.40 15.35 3.25 6.46 7.21 5.87
Eaton Vance Balanced R ERIFX -1.20 15.77 3.50 7.07 7.84 ---
Eaton Vance Balanced R6 ESIFX -1.20 16.25 3.62 7.57 8.40 ---
Eventide Multi-Asset Income A ETAMX 0.39 13.49 3.57 5.68 4.46 ---
Eventide Multi-Asset Income C ETCMX 0.24 12.84 3.40 4.86 3.67 ---
Eventide Multi-Asset Income I ETIMX 0.40 13.63 3.72 6.03 4.73 ---
Eventide Multi-Asset Income N ETNMX 0.30 13.52 3.58 5.73 4.52 ---
E-Valuator Moderate (50%-70%) RMS R4 EVFMX -2.59 12.15 2.14 -0.30 6.16 ---
Eaton Vance Balanced A EVIFX -1.20 15.97 3.55 7.26 8.07 6.68
E-Valuator Moderate (50%-70%)RMS Service EVMLX -2.50 12.41 2.34 -0.07 6.52 ---
Fidelity Advisor Asset Manager® 70% I FAAIX -3.08 11.51 1.97 -0.24 6.96 5.37
Fidelity Advisor Asset Manager® 70% A FAASX -3.13 11.32 1.88 -0.54 6.66 5.08
Fidelity Advisor® Balanced C FABCX -3.11 11.88 1.56 0.47 6.95 5.72
Fidelity Advisor® Balanced A FABLX -3.04 12.44 1.72 1.22 7.76 6.51
Fidelity Advisor® Balanced M FAIGX -3.05 12.24 1.69 0.99 7.51 6.25
Fidelity Advisor® Balanced I FAIOX -3.02 12.63 1.80 1.49 8.04 6.78
AIG Multi-Asset Allocation A FASAX -4.75 6.16 -0.63 -5.71 3.69 3.20
Fidelity Asset Manager® 70% FASGX -3.13 11.52 1.93 -0.23 7.00 5.41
AIG Active Allocation A FBAAX -4.15 7.02 -0.11 -3.62 4.51 3.68
AIG Active Allocation B FBABX -4.19 6.60 -0.28 -4.22 3.83 3.00
AIG Active Allocation C FBACX -4.24 6.57 -0.27 -4.21 3.83 3.01
Fidelity® Balanced K FBAKX -2.98 12.90 1.83 1.78 8.28 6.96
Fidelity® Balanced FBALX -2.98 12.86 1.85 1.70 8.19 6.87
Franklin Managed Income R FBFQX -1.40 10.45 1.71 5.66 5.79 4.68
Franklin Managed Income R6 FBFRX -1.35 10.85 1.84 6.26 6.44 5.34
American Funds Retire Inc Port-Mod F1 FBFWX -1.57 8.44 1.94 4.06 4.84 ---
Franklin Managed Income Adv FBFZX -1.44 10.80 1.74 6.09 6.32 5.20
Franklin Managed Income A FBLAX -1.38 10.56 1.69 5.85 6.04 4.93
Franklin Managed Income C FBMCX -1.45 10.06 1.53 5.06 5.26 4.15
Fidelity Advisor Asset Manager® 70% C FCASX -3.15 10.77 1.70 -1.23 5.88 4.30
American Funds Retire Inc Port-Enh F1 FCFWX -2.37 8.89 1.55 3.06 5.45 ---
American Funds Retire Inc Port-Enh F2 FGFWX -2.28 9.10 1.70 3.30 5.70 ---
American Funds Retire Inc Port-Mod F2 FHFWX -1.48 8.65 2.00 4.33 5.13 ---
American Funds Retire Inc Port-Enh F3 FIEWX -2.29 9.16 1.72 3.42 --- ---
American Funds Retire Inc Port-Mod F3 FIMWX -1.48 8.71 2.03 4.43 --- ---
Fidelity Advisor Asset Manager® 60% Z FIQAX -2.27 11.13 2.38 --- --- ---
Fidelity Advisor Asset Manager® 70% Z FIQBX -3.08 11.58 1.98 --- --- ---
First Investors Total Return A FITRX -1.73 12.22 2.91 2.87 4.99 3.86
First Investors Total Return Adv FITUX -1.72 12.44 2.94 3.16 5.31 4.23
First Investors Total Return Instl FITVX -1.72 12.53 2.96 3.28 5.41 4.28
AIG Multi-Asset Allocation B FMABX -4.83 5.73 -0.87 -6.36 2.99 2.49
AIG Multi-Asset Allocation C FMATX -4.78 5.73 -0.81 -6.32 3.01 2.54
Franklin Moderate Allocation A FMTIX -2.86 9.90 1.26 1.98 6.34 4.33
Franklin Moderate Allocation Advisor FMTZX -2.92 10.01 1.25 2.18 6.58 4.57
Franklin NextStep Moderate A FNMDX -2.82 9.55 1.69 1.72 5.15 ---
Franklin NextStep Moderate C FNMFX -2.92 9.10 1.46 1.03 4.37 ---
Franklin NextStep Moderate Advisor FNMZX -2.89 9.65 1.65 1.97 5.39 ---
Tributary Balanced Instl FOBAX -1.70 12.71 3.35 5.00 7.61 5.92
Tributary Balanced Instl Plus FOBPX -1.66 12.91 3.45 5.19 7.81 6.14
FPA Crescent FPACX -5.96 9.42 -0.85 -1.09 5.34 4.09
Fidelity® Puritan® K FPUKX -2.51 12.07 2.49 0.69 8.46 7.05
Fidelity® Puritan® FPURX -2.51 12.00 2.47 0.64 8.36 6.96
Fidelity Advisor Asset Manager® 60% A FSAAX -2.36 10.80 2.22 0.76 6.10 4.80
Fidelity Asset Manager® 60% FSANX -2.27 11.13 2.38 1.13 6.46 5.15
Fidelity Advisor Asset Manager® 60% M FSATX -2.30 10.67 2.24 0.53 5.86 4.56
Fidelity Advisor Asset Manager® 60% C FSCNX -2.41 10.34 2.10 0.06 5.32 4.04
Nuveen Strategy Balanced Allc A FSGNX -2.45 10.32 2.21 -0.58 3.65 2.80
Nuveen Strategy Growth Allocation I FSGYX -4.14 10.15 1.09 -3.63 4.82 3.61
Nuveen Strategy Balanced Allc C FSKCX -2.50 9.78 1.96 -1.47 2.84 2.02
Nuveen Strategy Balanced Allc R3 FSKSX -2.48 10.10 2.07 -0.87 3.39 2.53
Nuveen Strategy Balanced Allc I FSKYX -2.46 10.50 2.17 -0.44 3.88 3.06
Nuveen Strategy Growth Allocation A FSNAX -4.16 10.01 1.01 -3.86 4.54 3.37
Nuveen Strategy Growth Allocation C FSNCX -4.21 9.43 0.87 -4.54 3.77 2.60
Fidelity Advisor Asset Manager® 60% I FSNIX -2.27 11.12 2.38 1.09 6.41 5.12
Nuveen Strategy Growth Allocation R3 FSNSX -4.22 9.78 0.94 -4.15 4.29 3.09
Fidelity Advisor Asset Manager® 70% M FTASX -3.13 11.15 1.79 -0.79 6.40 4.81
Franklin Moderate Allocation R FTMRX -2.93 9.64 1.19 1.68 6.05 4.06
Franklin Moderate Allocation C FTMTX -2.95 9.30 1.03 1.16 5.52 3.54
Fidelity Advisor® Balanced Z FZAAX -3.02 12.75 1.82 1.61 8.19 6.93
Green Century Balanced GCBLX -2.23 13.49 2.41 6.73 7.65 6.06
GuideStone Funds Defensv Mkt Strats Inst GDMYX -2.19 11.88 1.97 4.77 8.13 7.90
GuideStone Funds Defensv Mkt Strats Inv GDMZX -2.19 11.65 1.85 4.49 7.85 7.62
Nationwide Inv Dest Mod R6 GMDIX -3.37 10.04 1.22 0.78 6.01 4.65
Nationwide Inv Dest Mod R GMDRX -3.46 9.58 1.09 0.13 5.34 3.99
Greenspring GRSPX -3.10 11.91 1.17 -4.26 4.93 3.48
Goldman Sachs Tactical Tilt Overlay P GSLPX -2.03 3.54 -1.23 0.08 --- ---
Hartford Balanced HLS IA HADAX -2.99 12.01 1.92 2.61 6.76 5.99
Hartford Multi-Asset Income and Gr C HAFCX -1.04 10.21 1.87 1.28 5.47 4.68
Hartford Balanced HLS IB HAIBX -2.98 11.86 1.86 2.37 6.50 5.73
Hartford Moderate Allocation A HBAAX -3.30 9.60 0.88 0.70 5.84 3.11
Hartford Moderate Allocation C HBACX -3.34 9.08 0.71 -0.06 5.04 2.34
Hartford Moderate Allocation F HBADX -3.20 9.86 1.06 1.07 --- ---
Rational Strategic Allocation A HBAFX -1.81 7.90 1.58 1.65 5.63 4.20
Hartford Moderate Allocation I HBAIX -3.29 9.76 0.97 0.98 6.13 3.42
Hartford Moderate Allocation R3 HBARX -3.27 9.34 0.81 0.42 5.48 2.76
Hartford Moderate Allocation R4 HBASX -3.30 9.60 0.97 0.72 5.79 3.08
Hartford Moderate Allocation R5 HBATX -3.29 9.75 0.97 0.93 6.12 3.38
Hennessy Balanced Investor HBFBX -3.98 4.03 -1.18 2.72 4.75 4.23
Hartford Checks and Balances A HCKAX -2.10 13.83 2.67 5.29 8.55 6.48
Hartford Checks and Balances C HCKCX -2.22 13.23 2.38 4.46 7.68 5.66
Hartford Checks and Balances F HCKFX -2.09 14.12 2.75 5.75 --- ---
Hartford Checks and Balances I HCKIX -2.09 14.07 2.72 5.66 8.81 6.74
Hartford Checks and Balances R3 HCKRX -2.11 13.58 2.59 4.93 8.11 6.08
Hartford Checks and Balances R4 HCKSX -2.10 13.86 2.67 5.24 8.47 6.42
Hartford Checks and Balances R5 HCKTX -2.09 14.12 2.72 5.61 8.80 6.75
Hennessy Total Return Investor HDOGX -4.93 5.60 -1.64 3.51 6.30 6.14
Hennessy Equity and Income Investor HEIFX -2.32 8.51 0.88 0.67 5.95 4.84
Hennessy Equity and Income Institutional HEIIX -2.32 8.81 0.97 1.10 6.36 5.23
Holland Balanced HOLBX -3.61 8.23 0.53 2.38 5.03 4.31
Highland Total Return A HTAAX -2.75 9.92 -0.40 -2.91 2.66 3.01
Highland Total Return C HTACX -2.76 9.43 -0.55 -3.59 1.90 2.24
Highland Total Return Y HTAYX -2.71 10.11 -0.31 -2.65 2.93 3.26
Hotchkis & Wiley Capital Income A HWIAX -6.56 4.23 -4.75 -10.65 3.51 2.62
Hotchkis & Wiley Capital Income I HWIIX -6.58 4.31 -4.73 -10.63 3.71 2.80
Transamerica Multi-Mgd Balanced A IBALX -2.44 11.73 2.19 3.63 7.23 6.21
Ivy Balanced N IBARX -3.64 10.81 1.46 2.30 6.00 4.73
Transamerica Multi-Mgd Balanced C IBLLX -2.45 11.20 2.00 2.83 6.41 5.43
Ivy Balanced A IBNAX -3.69 10.47 1.32 1.89 5.57 4.30
Ivy Balanced B IBNBX -3.78 9.96 1.14 1.09 4.78 3.52
Ivy Balanced C IBNCX -3.76 9.99 1.16 1.19 4.83 3.58
Ivy Balanced Y IBNYX -3.69 10.52 1.36 1.90 5.58 4.31
Voya Balanced Port I IBPIX -3.55 9.17 0.98 0.15 5.73 4.37
Voya Balanced Port S IBPSX -3.57 8.99 0.99 -0.06 5.49 4.11
Intrepid Capital Investor ICMBX -4.96 0.12 -3.53 -11.92 -1.25 -0.13
Intrepid Capital Institutional ICMVX -4.95 0.16 -3.46 -11.74 -1.03 0.11
Invesco Equity and Income R6 IEIFX -3.95 10.27 0.48 -1.69 6.19 5.14
Hartford Multi-Asset Income and Gr Y IHAYX -0.93 10.98 2.15 2.37 6.60 5.81
Loomis Sayles Multi-Asset Income A IIDPX -1.66 8.59 1.90 -1.78 3.96 4.22
Voya Strategic Allocation Mod Port I IIMDX -2.74 10.13 1.89 1.81 6.05 4.77
Transamerica Asset Allocation Mod Gr R IMGRX -3.86 8.11 0.61 -2.36 4.55 3.98
Transamerica Asset Allocation Mod Gr A IMLAX -3.84 8.37 0.70 -2.13 4.82 4.27
Transamerica Asset Allocation Mod Gr C IMLLX -3.90 7.72 0.43 -2.90 4.01 3.48
American Funds Cnsrv Gr & Inc A INPAX -1.73 8.59 1.43 3.77 5.43 4.72
American Funds Cnsrv Gr & Inc C INPCX -1.82 8.02 1.18 2.95 4.65 3.93
American Funds Cnsrv Gr & Inc F-3 INPDX -1.73 8.83 1.51 4.09 --- ---
American Funds Cnsrv Gr & Inc F-2 INPEX -1.73 8.77 1.48 3.98 5.66 4.95
American Funds Cnsrv Gr & Inc F-1 INPFX -1.73 8.56 1.42 3.72 5.41 4.68
ICON Risk-Managed Balanced A IOCAX -4.57 10.56 -0.95 -4.51 2.63 2.64
ICON Risk-Managed Balanced C IOCCX -4.55 10.12 -1.11 -5.19 1.89 1.88
ICON Risk-Managed Balanced S IOCZX -4.53 10.72 -0.87 -4.31 2.88 2.90
Poplar Forest Cornerstone Institutional IPFCX -5.34 5.15 -1.94 -8.70 1.70 ---
Voya Retirement Moderate Growth Port I IRGMX -2.90 10.66 2.04 2.13 6.21 4.93
Voya Retirement Moderate Growth Port A IRMGX -2.88 10.49 2.03 1.77 5.79 4.52
Voya Solution Balanced Port A ISGAX -3.11 10.08 1.41 1.10 5.67 4.38
Voya Solution Balanced Port I ISGJX -3.10 10.42 1.63 1.63 6.20 4.92
Voya Solution Balanced Port S ISGKX -3.07 10.27 1.48 1.38 5.92 4.65
Voya Solution Balanced Port S2 ISGTX -3.01 10.24 1.55 1.24 5.77 4.49
Voya Strategic Allocation Mod Port S ISMDX -2.82 9.93 1.82 1.51 5.77 4.52
VY® T. Rowe Price Capital Apprec S ITCSX -2.82 15.36 2.24 9.22 10.04 9.55
VY® T. Rowe Price Capital Apprec S2 ITCTX -2.84 15.27 2.22 9.08 9.88 9.39
VY® T. Rowe Price Capital Apprec A ITRAX -2.86 15.13 2.16 8.84 9.66 9.16
VY® T. Rowe Price Capital Apprec I ITRIX -2.82 15.57 2.31 9.51 10.32 9.82
Hartford Multi-Asset Income and Gr A ITTAX -0.93 10.74 2.11 2.04 6.23 5.43
Hartford Multi-Asset Income and Gr F ITTFX -0.90 11.00 2.16 2.43 --- ---
Hartford Multi-Asset Income and Gr I ITTIX -0.90 10.95 2.18 2.36 6.53 ---
Hartford Multi-Asset Income and Gr R3 ITTRX -0.99 10.55 2.00 1.75 5.92 5.14
Hartford Multi-Asset Income and Gr R4 ITTSX -0.96 10.72 2.08 2.03 6.23 5.45
Hartford Multi-Asset Income and Gr R5 ITTTX -0.93 10.96 2.15 2.31 6.54 5.76
Hartford Multi-Asset Income and Gr R6 ITTVX -0.92 11.01 2.17 2.43 --- ---
VY® Invesco Equity and Income A IUAAX -3.80 9.70 0.42 -2.34 5.30 4.38
VY® Invesco Equity and Income I IUAIX -3.76 10.09 0.56 -1.83 5.83 4.91
VY® Invesco Equity and Income S IUASX -3.79 9.87 0.49 -2.10 5.56 4.64
VY® Invesco Equity and Income S2 IVIPX -3.77 9.81 0.47 -2.20 5.44 4.51
Ivy Balanced R IYBFX -3.74 10.27 1.28 1.54 5.21 3.95
Ivy Balanced I IYBIX -3.69 10.70 1.42 2.15 5.83 4.56
Janus Henderson Balanced T JABAX -1.70 13.06 3.34 6.12 10.94 7.66
Janus Henderson Balanced C JABCX -1.78 12.51 3.12 5.27 10.07 6.80
Janus Henderson VIT Balanced Instl JABLX -1.68 13.17 3.42 6.44 11.08 7.80
Janus Henderson Balanced N JABNX -1.67 13.21 3.40 6.36 11.21 7.92
Janus Henderson Balanced S JABRX -1.73 12.88 3.25 5.82 10.66 7.38
JHancock Multimanager Lifestyle Bal A JALBX -3.05 10.09 1.50 1.09 5.75 4.10
Janus Henderson Balanced D JANBX -1.70 13.13 3.36 6.21 11.06 7.77
JHancock Balanced R4 JBAFX -2.74 12.72 2.01 3.05 7.32 5.71
JHancock Balanced R3 JBAHX -2.79 12.42 1.91 2.62 6.90 5.30
Janus Henderson Balanced I JBALX -1.67 13.19 3.38 6.32 11.14 7.85
JHancock Balanced R1 JBAOX -2.74 12.33 1.88 2.53 6.79 5.19
JHancock Balanced R2 JBATX -2.75 12.55 1.96 2.76 7.04 5.45
JHancock Balanced R5 JBAVX -2.69 12.85 2.06 3.21 7.52 5.92
JHancock Balanced R6 JBAWX -2.70 12.91 2.08 3.32 7.58 5.99
JHancock Multimanager Lifestyle Bal B JBLBX -3.12 9.65 1.33 0.31 5.00 3.36
JHFunds2 Capital Appreciation Value NAV JCAVX -2.86 15.42 2.31 9.26 10.09 9.63
JHancock Multimanager Lifestyle Bal C JCLBX -3.11 9.64 1.33 0.38 5.02 3.37
Janus Henderson Balanced A JDBAX -1.70 12.99 3.32 5.99 10.81 7.53
Janus Henderson Balanced R JDBRX -1.74 12.69 3.21 5.59 10.39 7.12
JPMorgan Diversified A JDVAX -2.76 11.75 2.11 2.20 6.34 4.81
JPMorgan Diversified C JDVCX -2.78 11.36 2.00 1.64 5.79 4.27
JPMorgan Diversified I JDVSX -2.74 11.95 2.22 2.44 6.60 5.07
JPMorgan Diversified R6 JDVZX -2.68 12.11 2.22 2.70 --- ---
JPMorgan Investor Balanced R6 JFQUX -1.85 10.12 2.11 2.62 --- ---
JHancock Multimanager Lifestyle Bal 5 JHLAX -3.00 10.45 1.61 1.52 6.20 4.54
JHancock Multi-Index Lifestyle Bal 1 JIBOX -2.72 10.64 1.77 2.45 5.97 4.92
JHancock Multi-Index Lifestyle Bal R6 JIBRX -2.72 10.66 1.78 2.48 6.01 4.94
JHancock Multimanager Lifestyle Bal 1 JILBX -3.00 10.43 1.60 1.46 6.15 4.49
JPMorgan Diversified L JPDVX -2.74 12.07 2.20 2.63 6.81 5.30
JHancock Multimanager Lifestyle Bal R1 JPLBX -3.06 9.87 1.42 0.73 5.38 3.72
JHancock Multimanager Lifestyle Bal R2 JQLBX -3.07 10.02 1.49 0.99 5.63 3.99
JHancock Multimanager Lifestyle Bal R3 JRLBX -3.05 9.99 1.45 0.86 5.51 3.86
JHancock Multimanager Lifestyle Bal R4 JSLBX -2.99 10.26 1.61 1.24 5.92 4.27
JHancock Multimanager Lifestyle Bal I JTBIX -3.00 10.39 1.59 1.40 6.08 ---
JHancock Multimanager Lifestyle Bal R5 JTSBX -3.05 10.35 1.59 1.44 6.12 4.46
JHancock Multimanager Lifestyle Bal R6 JULBX -3.07 10.37 1.61 1.43 6.17 4.52
Lord Abbett Multi-Asset Balanced Opp A LABFX -2.89 12.23 1.39 0.71 5.37 3.53
Lord Abbett Multi-Asset Balanced Opp P LABPX -2.93 12.06 1.35 0.50 5.15 3.33
Lord Abbett Multi-Asset Balanced Opp I LABYX -2.87 12.39 1.45 0.95 5.66 3.79
LKCM Balanced LKBAX -3.16 12.53 1.69 4.50 8.15 6.89
LK Balanced Institutional LKBLX -3.66 10.68 0.73 0.07 7.82 4.01
QS Conservative Growth R LLARX -2.86 7.98 1.08 0.77 4.80 3.63
QS Conservative Growth I LMEIX -2.80 8.36 1.24 1.40 5.42 4.21
Loomis Sayles Multi-Asset Income N LMINX -1.65 8.85 1.92 -1.48 4.30 ---
1919 Socially Responsive Balanced I LMRNX -2.61 15.39 2.90 6.29 10.26 7.12
Lord Abbett Multi-Asset Balanced Opp F3 LOBFX -2.86 12.49 1.55 1.06 --- ---
Scharf Multi-Asset Opportunity Retail LOGBX -2.00 10.44 2.63 4.82 4.64 ---
Scharf Multi-Asset Opportunity Instl LOGOX -1.96 10.64 2.72 5.08 4.92 4.64
Ladenburg Growth & Income A LOWAX -2.88 10.73 1.41 0.59 5.48 ---
Ladenburg Growth & Income C LOWCX -2.98 10.18 1.22 -0.23 4.69 ---
Ladenburg Growth & Income I LOWIX -2.85 10.94 1.55 0.85 5.64 ---
BlackRock Balanced Capital Instl MACPX -2.78 12.85 1.57 4.02 9.03 7.23
MFS Moderate Allocation A MAMAX -1.73 13.96 2.92 5.38 7.09 5.58
MFS Moderate Allocation R1 MAMFX -1.81 13.45 2.69 4.59 6.30 4.80
MFS Moderate Allocation R3 MAMHX -1.75 13.95 2.89 5.42 7.11 5.59
MFS Moderate Allocation R4 MAMJX -1.68 14.17 2.98 5.70 7.39 5.85
Mairs & Power Balanced Inv MAPOX -2.43 10.92 2.31 4.84 6.61 5.97
MFS Moderate Allocation R2 MARRX -1.77 13.83 2.87 5.18 6.84 5.33
MainStay Balanced C MBACX -3.09 8.41 0.39 -2.47 3.11 2.92
MainStay Balanced I MBAIX -2.97 9.29 0.73 -1.28 4.34 4.13
Praxis Genesis Balanced A MBAPX -2.34 9.79 1.86 1.51 5.79 4.55
MassMutual Premier Balanced Svc MBAYX -2.83 9.57 1.64 -0.11 7.03 5.52
MassMutual Premier Balanced I MBBIX -2.74 9.73 1.73 0.13 7.27 5.76
MassMutual Premier Balanced R4 MBBRX -2.84 9.38 1.53 -0.39 6.76 5.24
MainStay Balanced R2 MBCRX -3.01 9.04 0.64 -1.61 4.02 3.80
MainStay Balanced R3 MBDRX -3.02 8.85 0.58 -1.87 3.71 3.51
AMG Chicago Equity Partners Balanced N MBEAX -1.75 9.92 2.10 -0.10 7.26 6.04
MainStay Balanced R6 MBERX -2.97 9.34 0.72 -1.19 --- ---
AMG Chicago Equity Partners Balanced I MBESX -1.79 10.04 2.11 0.06 7.43 6.21
AMG Chicago Equity Partners Balanced Z MBEYX -1.73 10.09 2.14 0.15 7.53 6.30
MainStay Balanced Inv MBINX -3.01 8.93 0.61 -1.72 3.89 3.70
Madison Diversified Income A MBLAX -2.06 11.74 2.39 7.99 7.79 6.65
Madison Diversified Income C MBLCX -2.11 11.16 2.25 7.21 6.99 5.87
MassMutual Premier Balanced R5 MBLDX -2.82 9.64 1.56 -0.06 7.13 5.62
Madison Diversified Income B MBLNX -2.11 11.23 2.25 7.20 6.99 5.86
MainStay Balanced A MBNAX -3.01 9.07 0.63 -1.54 4.07 3.87
MainStay Balanced B MBNBX -3.09 8.41 0.39 -2.50 3.10 2.91
MainStay Balanced R1 MBNRX -3.01 9.17 0.67 -1.39 4.22 4.03
BlackRock Balanced Capital Inv C MCCPX -2.83 12.12 1.30 2.93 7.90 6.11
BlackRock Balanced Capital Inv A MDCPX -2.79 12.71 1.53 3.70 8.72 6.92
BNY Mellon Asset Allocation Inv MIBLX -3.20 10.48 1.45 -1.36 6.52 4.53
BlackRock Balanced Capital K MKCPX -2.78 12.94 1.60 4.09 --- ---
MFS Moderate Allocation B MMABX -1.81 13.47 2.71 4.63 6.31 4.80
MFS Moderate Allocation C MMACX -1.77 13.46 2.74 4.64 6.31 4.81
MFS Moderate Allocation I MMAIX -1.71 14.21 2.99 5.67 7.38 5.86
MassMutual Premier Balanced A MMBDX -2.81 9.40 1.51 -0.46 6.68 5.16
MassMutual Premier Balanced Adm MMBLX -2.81 9.59 1.64 -0.15 6.95 5.42
MassMutual Premier Balanced R3 MMBRX -2.85 9.23 1.44 -0.65 6.49 5.00
Madison Moderate Allocation A MMDAX -1.38 10.43 2.79 3.82 6.24 5.03
Madison Moderate Allocation C MMDCX -1.48 9.82 2.54 2.99 5.42 4.24
Madison Moderate Allocation B MMDRX -1.40 9.82 2.54 2.99 5.43 4.22
MainStay Moderate Allocation A MMRAX -2.74 9.71 1.59 -0.81 4.89 3.54
MainStay Moderate Allocation B MMRBX -2.77 9.08 1.37 -1.67 3.93 2.60
MainStay Moderate Allocation C MMRCX -2.78 9.08 1.37 -1.67 3.93 2.59
MainStay Moderate Allocation Inv MMRDX -2.74 9.60 1.59 -0.87 4.74 3.38
MainStay Moderate Allocation R3 MMRHX -2.75 9.54 1.51 -1.07 4.55 ---
MainStay Moderate Allocation I MMRIX -2.72 9.82 1.66 -0.53 5.12 3.80
MainStay Moderate Allocation R2 MMRKX -2.74 --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term S MNBAX 0.11 13.38 3.84 6.05 6.28 3.65
Manning & Napier Pro-Blend Extnd Term I MNBIX 0.22 13.60 3.96 6.32 6.54 3.92
Manning & Napier Pro-Blend Extnd Term R MNBRX 0.09 13.11 3.70 5.74 6.01 3.38
Manning & Napier Pro-Blend Extnd Term W MNBWX 0.23 --- 4.13 --- --- ---
Manning & Napier Pro-Blend Extnd Term L MNECX 0.00 12.85 3.61 5.30 5.47 2.88
BNY Mellon Asset Allocation M MPBLX -3.13 10.73 1.61 -1.03 6.80 4.78
BlackRock Balanced Capital R MRBPX -2.81 12.48 1.46 3.38 8.35 6.56
MassMutual RetireSMART Moderate A MRMAX -2.80 10.82 1.67 2.10 5.63 3.81
MassMutual RetireSMART Moderate Admin MRMLX -2.81 10.98 1.78 2.35 5.90 4.06
MassMutual RetireSMART Mod R3 MRMTX -2.83 10.71 1.59 1.90 5.47 3.67
MassMutual RetireSMART Mod I MRMUX -2.81 11.28 1.79 2.63 6.20 4.37
MassMutual RetireSMART Moderate Svc MRMYX -2.80 11.09 1.78 2.48 6.00 4.18
MassMutual RetireSMART Mod R4 MRMZX -2.83 10.94 1.69 2.23 5.73 3.91
MassMutual RetireSMART Moderate R5 MROSX -2.71 11.26 1.89 2.60 6.16 4.30
MFS Total Return R1 MSFFX -2.49 10.68 1.59 3.13 4.96 4.65
MFS Total Return R3 MSFHX -2.42 11.25 1.78 3.96 5.76 5.44
MFS Total Return R4 MSFJX -2.44 11.35 1.78 4.17 6.01 5.69
MFS Total Return R6 MSFKX -2.44 11.41 1.81 4.26 6.09 5.79
MFS Total Return A MSFRX -2.42 11.21 1.78 3.92 5.76 5.44
MFS Total Return B MTRBX -2.49 10.70 1.58 3.17 4.97 4.65
MFS Total Return C MTRCX -2.47 10.70 1.63 3.15 4.96 4.65
MFS Total Return I MTRIX -2.40 11.36 1.84 4.17 6.02 5.70
MFS Total Return R2 MTRRX -2.48 11.00 1.71 3.69 5.49 5.18
Great-West SecureFoundation® Bal Instl MXCJX -0.93 10.73 2.24 1.56 6.54 ---
Great-West Moderate Profile L MXGPX -1.24 10.29 1.38 0.98 5.69 4.70
Great-West Moderate Profile Instl MXITX -1.20 10.71 1.54 1.57 6.34 ---
Great-West SecureFoundation® Bal L MXLDX -1.01 10.33 2.06 0.90 5.87 4.96
Great-West Moderate Profile Inv MXMPX -1.31 10.46 1.47 1.15 5.97 4.95
Great-West SecureFoundation® Bal Inv MXSBX -0.96 10.46 2.05 1.14 6.14 5.21
Great-West SecureFoundation® Bal Svc MXSHX -0.94 10.44 2.06 1.10 6.03 5.12
Nationwide Inv Dest Mod A NADMX -3.45 9.80 1.13 0.42 5.64 4.29
Virtus Tactical Allocation A NAINX -2.94 17.79 2.93 3.96 8.30 4.53
American Funds Retire Inc Port-Mod A NBARX -1.57 8.48 1.96 4.11 4.89 ---
American Funds Retire Inc Port-Mod C NBCRX -1.58 7.97 1.78 3.31 4.14 ---
Columbia Capital Alloc Mod Agrsv Inst NBGPX -3.61 11.06 1.23 -0.01 6.96 5.67
Columbia Capital Alloc Mod Agrsv A NBIAX -3.60 10.90 1.25 -0.18 6.71 5.42
Columbia Capital Alloc Mod Agrsv C NBICX -3.67 10.37 1.06 -0.94 5.91 4.63
New Covenant Balanced Growth NCBGX -2.67 10.95 1.88 2.77 6.85 5.44
Nationwide Inv Dest Mod C NCDMX -3.53 9.28 0.97 -0.32 4.87 3.52
American Funds Retire Inc Port-Enh A NDARX -2.37 9.01 1.65 3.10 5.49 ---
American Funds Retire Inc Port-Enh C NDCRX -2.38 8.52 1.39 2.40 4.75 ---
Nationwide Inv Dest Mod Svc NSDMX -3.47 9.70 1.12 0.38 5.58 4.25
Wells Fargo Growth Balanced Admin NVGBX -2.83 10.88 1.74 0.89 6.32 5.49
Nationwide Inv Dest Mod Instl Svc NWWJX -3.37 10.00 1.20 0.78 5.92 4.56
Oakmark Equity And Income Investor OAKBX -4.40 9.04 0.10 -0.93 6.32 4.25
Invesco Oppenheimer Ptf Ser: Mod Inv A OAMIX -3.57 10.04 1.25 0.83 5.30 4.01
Oakmark Equity and Income Institutional OANBX -4.40 9.16 0.14 -0.76 --- ---
Oakmark Equity And Income Service OARBX -4.40 8.86 0.03 -1.21 6.05 3.94
Oakmark Equity and Income Advisor OAYBX -4.37 9.12 0.14 -0.81 --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv C OCMIX -3.65 9.49 1.02 -0.02 4.51 3.23
JPMorgan Investor Balanced C OGBCX -1.95 9.39 1.89 1.59 5.43 4.07
JPMorgan Investor Balanced A OGIAX -1.92 9.74 2.00 2.19 6.03 4.64
JPMorgan Investor Balanced I OIBFX -1.91 9.93 2.05 2.38 6.29 4.89
Invesco Oppenheimer Ptf Ser: Mod Inv R ONMIX -3.51 9.92 1.26 0.57 5.05 3.77
Osterweis Strategic Investment OSTVX -2.13 14.47 2.87 4.10 7.27 4.09
Invesco Oppenheimer Ptf Ser: Mod Inv Y OYMIX -3.54 10.26 1.32 0.99 5.53 4.26
Putnam Dynamic Asset Allocation Bal R5 PAADX -3.05 10.16 1.11 -0.30 6.41 5.52
Putnam Dynamic Asset Allocation Bal R6 PAAEX -3.05 10.21 1.13 -0.20 6.52 5.63
Putnam Dynamic Asset Allocation Bal R PAARX -3.09 9.85 1.06 -0.75 5.89 5.00
Putnam Dynamic Asset Allocation Bal A PABAX -3.06 9.97 1.05 -0.56 6.13 5.25
Putnam Dynamic Asset Allocation Bal B PABBX -3.14 9.51 0.85 -1.29 5.37 4.47
PGIM Balanced C PABCX -2.67 9.32 1.45 -0.52 5.44 4.84
PGIM Balanced Z PABFX -2.60 10.06 1.70 0.49 6.50 5.89
Putnam Dynamic Asset Allocation Bal M PABMX -3.07 9.71 0.99 -1.01 5.64 4.74
Putnam Dynamic Asset Allocation Bal Y PABYX -3.05 10.16 1.11 -0.30 6.41 5.52
T. Rowe Price Capital Appreciation Adv PACLX -2.82 15.26 2.26 9.12 9.93 9.41
Powell Alternative Income Strategies Inv PAISX -2.22 0.23 -0.45 -6.08 --- ---
PGIM 60/40 Allocation R6 PALDX -2.34 12.32 2.36 3.18 --- ---
PGIM Balanced R PALRX -2.68 9.45 1.49 -0.40 5.73 5.22
Preserver Alternative Opportunits Instl PAOIX -1.37 12.95 1.41 0.94 5.59 ---
Pax Balanced Institutional PAXIX -1.62 11.64 2.65 3.38 6.71 5.66
Pax Balanced Individual Investor PAXWX -1.61 11.45 2.62 3.12 6.44 5.39
PNC Balanced Allocation A PBAAX -2.03 10.82 1.96 2.23 5.80 4.55
Principal SAM Balanced R3 PBAPX -2.30 10.81 1.96 2.56 6.10 4.72
PNC Balanced Allocation C PBCCX -2.08 10.24 1.71 1.42 5.03 3.80
PGIM Balanced B PBFBX -2.73 9.06 1.40 -0.89 5.23 4.71
PNC Balanced Allocation I PBLIX -2.04 10.96 2.04 2.47 6.05 4.82
Pioneer Classic Balanced C PCBCX -1.58 13.83 3.65 4.89 7.37 5.26
Pioneer Classic Balanced K PCBKX -1.46 14.62 3.96 5.81 8.47 ---
Poplar Forest Cornerstone A PFCFX -5.38 4.98 -2.02 -8.86 1.48 ---
RiskPro® PFG Balanced 20-30 R PFDBX -3.02 9.93 1.01 -1.53 --- ---
RiskPro® Dynamic 20-30 R PFJDX -2.17 9.50 1.64 -1.25 --- ---
George Putnam Balanced B PGEBX -2.30 13.52 2.54 5.01 7.90 6.11
George Putnam Balanced R6 PGEJX -2.22 14.31 2.83 6.18 9.12 7.29
George Putnam Balanced R5 PGELX -2.21 14.30 2.84 6.15 9.06 7.22
George Putnam Balanced M PGEMX -2.26 13.72 2.62 5.32 8.18 6.37
George Putnam Balanced A PGEOX -2.23 14.06 2.75 5.82 8.74 6.91
George Putnam Balanced Y PGEYX -2.22 14.26 2.80 6.07 8.99 7.18
George Putnam Balanced C PGPCX -2.29 13.51 2.56 5.07 7.91 6.11
George Putnam Balanced R PGPRX -2.24 13.87 2.71 5.59 8.46 6.64
PGIM Balanced A PIBAX -2.62 9.89 1.66 0.24 6.20 5.58
PGIM Balanced R6 PIBQX -2.60 10.12 1.74 0.60 --- ---
Plumb Balanced PLBBX -3.30 16.52 2.14 3.77 12.32 8.62
Pacific Funds Diversified Income Advisor PLDDX -3.39 --- --- --- --- ---
DWS Multi-Asset Moderate Allocation C PLSCX -2.47 10.10 1.61 -0.18 4.78 2.53
DWS Multi-Asset Moderate Allocation A PLUSX -2.46 10.71 1.82 0.60 5.58 3.29
Pacific Funds Port Optim Mod A POCAX -2.47 11.87 2.08 2.04 5.94 4.46
Virtus Tactical Allocation C POICX -2.96 17.28 2.69 3.19 7.44 3.73
Pacific Funds Port Optim Mod C POMCX -2.52 11.35 1.96 1.27 5.15 3.70
Pacific Funds Port Optim Mod Adv POMDX -2.46 12.02 2.16 2.23 6.18 4.72
DWS Multi-Asset Moderate Allocation S PPLSX -2.36 10.84 1.82 0.86 5.86 3.55
T. Rowe Price Capital Appreciation PRWCX -2.79 15.53 2.34 9.43 10.25 9.75
Principal SAM Balanced J PSAJX -2.27 11.14 2.10 2.97 6.54 5.12
Principal SAM Balanced R5 PSBFX -2.30 11.04 2.04 2.89 6.43 5.05
Principal SAM Balanced R1 PSBGX -2.36 10.61 1.86 2.25 5.77 4.40
Principal SAM Balanced Inst PSBIX -2.23 11.23 2.09 3.14 6.71 5.32
Principal SAM Balanced R4 PSBLX -2.36 10.97 1.93 2.68 6.29 4.91
Principal SAM Balanced R2 PSBVX -2.30 10.73 1.93 2.44 5.92 4.54
PGIM Real Assets A PUDAX -0.18 12.21 2.57 3.69 1.47 -0.46
PGIM Real Assets B PUDBX -0.31 11.54 2.36 2.70 0.60 -1.26
PGIM Real Assets C PUDCX -0.26 11.62 2.41 3.00 0.70 -1.20
PGIM Real Assets R6 PUDQX -0.17 12.47 2.69 4.13 1.83 ---
PGIM Real Assets Z PUDZX -0.08 12.42 2.68 4.06 1.79 -0.17
UBS US Allocation A PWTAX -3.89 12.84 0.42 0.12 6.43 5.70
UBS US Allocation P PWTYX -3.85 13.03 0.52 0.40 6.72 5.98
Invesco Oppenheimer Ptf Ser: Mod Inv R6 PXMMX -3.56 --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R5 PXMQX -3.56 --- --- --- --- ---
Federated MDT Balanced A QABGX -2.44 12.02 2.11 1.91 7.77 5.47
Federated MDT Balanced C QCBGX -2.53 11.49 1.91 1.15 6.98 4.66
Federated MDT Balanced Instl QIBGX -2.44 12.24 2.16 2.19 8.04 5.73
Federated MDT Balanced R6 QKBGX -2.39 12.27 2.22 2.19 8.06 5.51
American Funds American Balanced R2E RAMHX -2.57 9.50 1.98 3.08 7.17 ---
Roumell Opportunistic Value Instl RAMSX -2.18 10.62 -0.44 -3.39 7.43 0.77
American Funds Moderate Gr & Inc R-1 RBAAX -3.11 9.31 1.56 2.25 5.80 4.88
American Funds Moderate Gr & Inc R-2 RBABX -3.05 9.34 1.57 2.27 5.82 4.88
American Funds Moderate Gr & Inc R-3 RBACX -3.10 9.59 1.67 2.63 6.27 5.34
American Funds Moderate Gr & Inc R-4 RBAEX -3.03 9.86 1.80 3.05 6.62 5.68
American Funds Moderate Gr & Inc R-5 RBAFX -3.02 9.98 1.80 3.28 6.91 5.97
American Funds Moderate Gr & Inc R-6 RBAGX -3.02 10.08 1.81 3.34 6.96 6.02
T. Rowe Price Balanced I RBAIX -2.89 11.56 2.10 3.31 7.88 ---
American Funds Moderate Gr & Inc R-2E RBBEX -3.10 9.51 1.63 2.52 6.11 ---
Russell Inv LifePoints Balanced Strat A RBLAX -2.29 6.82 0.66 0.68 3.90 3.15
Russell Inv LifePoints Balanced Strat C RBLCX -2.36 6.38 0.58 0.00 3.14 2.40
Russell Inv LifePoints Balanced Strat E RBLEX -2.28 6.78 0.75 0.63 3.82 3.05
Russell Inv LifePoints Balanced Strat R1 RBLRX -2.26 6.92 0.74 0.88 4.11 3.38
Russell Inv LifePoints Balanced Strat S RBLSX -2.35 6.92 0.75 0.85 4.07 3.31
Russell Inv LifePoints Balanced Strat R4 RBLUX -2.29 6.90 0.75 0.67 3.87 3.13
Russell Inv LifePoints Balanced Strat R5 RBLVX -2.29 6.69 0.66 0.43 3.61 2.87
American Funds Retire Inc Port-Mod R1 RBRPX -1.57 8.00 1.73 3.35 4.17 ---
American Funds Retire Inc Port-Enh R1 RCRPX -2.38 8.51 1.45 2.43 4.90 ---
American Funds Retire Inc Port-Mod R2 RERPX -1.66 8.03 1.82 3.47 4.32 ---
American Funds Retire Inc Port-Enh R2 RFRPX -2.47 8.56 1.38 2.60 4.95 ---
American Funds Cnsrv Gr & Inc R-5E RGOFX -1.81 8.68 1.48 3.86 5.61 ---
American Funds Moderate Gr & Inc R-5E RGPFX -3.03 9.95 1.85 3.20 6.82 ---
American Funds Retire Inc Port-Mod R2E RHRPX -1.57 8.52 1.89 4.13 5.03 ---
Rational Strategic Allocation C RHSCX -1.92 7.44 1.41 0.87 4.81 ---
Rational Strategic Allocation Instl RHSIX -1.82 8.09 1.66 1.94 5.90 ---
American Funds Cnsrv Gr & Inc R-2 RINBX -1.90 8.04 1.18 2.95 4.61 3.91
American Funds Cnsrv Gr & Inc R-4 RINEX -1.81 8.58 1.43 3.64 5.41 4.70
American Funds Cnsrv Gr & Inc R-5 RINFX -1.73 8.79 1.50 4.03 5.74 5.01
American Funds Cnsrv Gr & Inc R-6 RINGX -1.73 8.81 1.51 4.08 5.79 5.06
American Funds Retire Inc Port-Enh R2E RIRPX -2.37 8.74 1.54 2.92 5.54 ---
American Funds Retire Inc Port-Mod R3 RKRPX -1.48 8.35 1.90 3.87 4.71 ---
American Funds American Balanced R1 RLBAX -2.58 9.28 1.87 2.77 6.84 6.14
American Funds American Balanced R2 RLBBX -2.61 9.24 1.87 2.74 6.83 6.15
American Funds American Balanced R3 RLBCX -2.57 9.58 1.97 3.22 7.32 6.61
American Funds American Balanced R4 RLBEX -2.56 9.79 2.04 3.52 7.63 6.92
American Funds American Balanced R5 RLBFX -2.52 10.00 2.15 3.87 7.96 7.26
American Funds American Balanced R6 RLBGX -2.52 10.03 2.16 3.88 8.01 7.31
American Funds American Balanced R5E RLEFX -2.52 9.92 2.09 3.72 7.86 ---
American Funds Retire Inc Port-Enh R3 RLRPX -2.37 8.74 1.52 2.86 5.16 ---
RiverFront Asset Allocation Moderate Inv RMIAX -2.42 8.52 1.05 -1.55 4.30 3.47
RiverFront Asset Allocation Moderate C RMICX -2.45 7.99 0.95 -2.21 3.54 2.70
RiverFront Asset Allocation Moderate I RMIIX -2.32 8.66 1.21 -1.29 4.57 3.72
RiverFront Asset Allocation Moderate A RMOAX -2.42 8.49 1.07 -1.57 --- ---
American Funds Cnsrv Gr & Inc R-2E RNBEX -1.81 8.29 1.33 3.24 4.94 ---
American Funds Cnsrv Gr & Inc R-1 RNCAX -1.82 8.06 1.23 2.85 4.63 3.91
American Funds Cnsrv Gr & Inc R-3 RNCCX -1.81 8.37 1.36 3.35 5.09 4.37
RiverNorth Core Opportunity I RNCIX -3.29 11.67 0.96 0.92 6.84 4.98
RiverNorth Core Opportunity R RNCOX -3.41 11.37 0.77 0.60 6.56 4.71
American Funds Retire Inc Port-Mod R4 RNRPX -1.57 8.46 1.94 4.00 4.89 ---
T. Rowe Price Balanced RPBAX -2.89 11.46 2.10 3.19 7.73 5.97
American Funds Retire Inc Port-Enh R4 RPRPX -2.37 9.04 1.66 3.17 5.53 ---
American Funds Retire Inc Port-Mod R5E RRPPX -1.57 8.62 1.98 4.24 5.10 ---
American Funds Retire Inc Port-Enh R5E RRQPX -2.37 9.07 1.59 3.24 5.68 ---
American Funds Retire Inc Port-Mod R5 RRRPX -1.48 8.71 2.09 4.30 5.10 ---
American Funds Retire Inc Port-Mod R6 RURPX -1.48 8.79 2.02 4.42 5.25 ---
American Funds Retire Inc Port-Enh R6 RVRPX -2.37 9.15 1.63 3.41 5.80 ---
American Funds Retire Inc Port-Enh R5 RXRPX -2.28 9.21 1.72 3.43 5.70 ---
Principal SAM Balanced A SABPX -2.25 11.01 2.04 2.82 6.37 4.98
Saratoga Moderately Agrsv Bal Allc A SAMAX -3.17 8.69 1.04 -2.02 --- ---
Saratoga Moderately Agrsv Bal Allc C SAMCX -3.27 8.57 0.93 -2.13 --- ---
Saratoga Moderately Agrsv Bal Allc I SAMIX -3.17 8.69 1.04 -2.02 --- ---
Touchstone Balanced C SBACX -1.37 13.78 3.72 5.76 8.36 6.21
QS Conservative Growth A SBBAX -2.79 8.25 1.24 1.19 5.16 3.95
Saratoga Moderately Cnsrv Bal Allc C SBCCX -2.50 8.80 1.14 -1.12 --- ---
Saratoga Moderate Balanced Allc C SBMCX -2.92 8.37 1.01 -0.71 --- ---
Saratoga Moderate Balanced Allc I SBMIX -2.82 8.48 1.11 -0.61 --- ---
QS Conservative Growth C SCBCX -2.94 7.65 0.94 0.38 4.37 3.18
Principal SAM Balanced C SCBPX -2.36 10.47 1.81 2.00 5.55 4.18
Sextant Core SCORX -1.30 12.44 3.49 5.05 6.26 4.19
Touchstone Balanced A SEBLX -1.33 14.35 3.88 6.52 9.18 7.02
1919 Socially Responsive Balanced C SESLX -2.69 14.59 2.68 5.21 9.14 6.05
Wells Fargo Index Asset Allocation A SFAAX -1.80 12.34 2.57 4.21 7.44 7.05
Great-West SecureFoundation® Bal ETF A SFBPX -2.49 9.99 1.76 0.74 5.86 5.12
Sit Balanced SIBAX -2.59 11.88 2.78 3.94 8.47 7.14
Touchstone Balanced Y SIBLX -1.30 14.46 3.91 6.74 9.41 7.25
Saratoga Moderately Cnsrv Bal Allc A SMACX -2.39 9.02 1.35 -0.92 --- ---
SEI Conservative Strategy Allc F (SAAT) SMGAX -0.81 13.90 1.75 6.03 6.85 7.10
Saratoga Moderately Cnsrv Bal Allc I SMICX -2.39 9.02 1.35 -0.92 --- ---
Saratoga Moderate Balanced Allc A SMPAX -2.82 8.48 1.11 -0.61 --- ---
1919 Socially Responsive Balanced A SSIAX -2.66 15.18 2.84 5.96 9.92 6.82
SEI Defensive Strategy Allc F (SAAT) STDAX -0.69 13.51 1.79 5.92 6.77 6.84
State Farm Balanced STFBX -2.85 10.47 1.66 4.59 6.18 5.69
JHancock Balanced A SVBAX -2.75 12.59 1.98 2.86 7.16 5.55
JHancock Balanced B SVBBX -2.81 12.06 1.76 2.14 6.39 4.81
JHancock Balanced C SVBCX -2.80 12.11 1.81 2.14 6.40 4.81
JHancock Balanced I SVBIX -2.75 12.76 2.06 3.13 7.45 5.86
Savos Dynamic Hedging SVDHX -5.47 11.21 1.20 -1.40 5.55 ---
Schwab MarketTrack Balanced SWBGX -2.66 9.40 1.36 0.53 5.68 4.86
Schwab Balanced SWOBX -2.39 12.24 2.18 2.02 7.68 6.37
Transamerica Asset Alloc Interm Hrzn R4 TAAFX -2.29 9.82 1.58 1.36 5.52 4.25
Transamerica Asset Alloc Interm Hrzn R TAARX -2.20 9.67 1.62 1.19 --- ---
Transamerica Multi-Managed Balanced R6 TAMMX -2.36 12.01 2.30 3.99 7.60 ---
Transamerica Multi-Mgd Balanced I TBLIX -2.39 11.91 2.27 3.88 7.47 6.46
Transamerica Balanced II R TBLRX -2.31 11.87 2.26 3.70 7.22 6.23
Transamerica Balanced II I3 TBLTX -2.31 12.14 2.29 4.14 --- ---
Thrivent Moderate Allocation A THMAX -2.42 10.57 1.99 2.34 6.15 4.93
BNY Mellon Balanced Opportunity J THPBX -3.44 9.91 1.34 0.45 7.09 5.82
TIAA-CREF Managed Allc Inst TIMIX -2.42 11.70 2.40 1.78 6.86 5.61
TIAA-CREF Managed Allc Retail TIMRX -2.49 11.43 2.33 1.44 6.57 5.33
TIAA-CREF Managed Allc R TITRX -2.50 11.48 2.34 1.45 6.58 5.34
Thrivent Moderate Allocation S TMAIX -2.34 10.74 2.11 2.66 6.47 5.24
Transamerica Asset Allocation Mod Gr I TMGIX -3.84 8.48 0.70 -1.89 5.08 4.53
Timothy Plan Defensive Strategies A TPDAX 0.09 10.04 4.68 5.12 1.13 0.33
Timothy Plan Defensive Strategies C TPDCX 0.00 9.39 4.43 4.26 0.33 -0.44
Timothy Plan Defensive Strategies I TPDIX 0.09 10.15 4.69 5.37 1.36 0.57
T. Rowe Price Personal Strat Bal I TPPAX -2.67 11.39 2.31 3.77 7.73 ---
T. Rowe Price Capital Appreciation I TRAIX -2.79 15.59 2.37 9.57 10.38 ---
Catalyst/SMH Total Return Income C TRICX -2.58 11.65 0.09 -1.14 6.67 -0.93
Catalyst/SMH Total Return Income A TRIFX -2.53 12.37 0.50 -0.18 7.53 -0.18
Catalyst/SMH Total Return Income I TRIIX -2.51 12.56 0.56 0.06 7.73 0.07
T. Rowe Price Personal Strat Bal TRPBX -2.71 11.24 2.26 3.64 7.59 5.87
Timothy Plan Strategic Growth A TSGAX -3.51 9.73 1.30 -2.46 2.28 0.72
Timothy Plan Strategic Growth C TSGCX -3.58 9.31 1.09 -3.20 1.53 -0.02
TIAA-CREF Lifestyle Moderate Instl TSIMX -2.52 11.74 2.39 1.67 6.75 5.49
TIAA-CREF Lifestyle Moderate Advisor TSMHX -2.45 11.71 2.37 1.53 6.68 ---
TIAA-CREF Lifestyle Moderate Retail TSMLX -2.46 11.61 2.32 1.33 6.47 5.20
TIAA-CREF Lifestyle Moderate Premier TSMPX -2.45 11.63 2.34 1.45 6.59 5.33
TIAA-CREF Lifestyle Moderate Retirement TSMTX -2.52 11.53 2.33 1.35 6.46 5.22
Thornburg Summit I TSUMX -1.05 --- 1.67 --- --- ---
Goldman Sachs Tactical Tilt OverlayInstl TTIFX -2.17 3.55 -1.29 0.00 1.79 1.65
American Century Balanced Inv TWBIX -1.89 12.24 3.00 2.94 7.15 5.63
American Century Strat Allc: Mod Inv TWSMX -2.73 11.51 1.99 1.69 6.15 4.87
USAA Cornerstone Moderately Agrsv USCRX -2.47 8.36 1.79 0.26 4.49 2.64
Vanguard Balanced Index I VBAIX -2.05 12.71 2.70 4.38 7.93 7.04
Vanguard Balanced Index Adm VBIAX -2.03 12.74 2.72 4.40 7.93 7.03
Vanguard Balanced Index Inv VBINX -2.05 12.64 2.66 4.28 7.79 6.89
VALIC Company I Asset Allocation VCAAX -4.08 5.30 -0.40 -4.30 3.65 3.03
VALIC Company I Dynamic Allocation VDAFX -2.78 11.68 2.32 1.51 7.36 4.53
Vanguard STAR Inv VGSTX -2.81 11.70 2.54 2.24 7.57 6.09
Virtus Herzfeld A VHFAX -3.21 10.54 0.02 -3.21 6.07 4.80
Virtus Herzfeld C VHFCX -3.23 10.07 -0.16 -3.89 5.28 4.03
Virtus Herzfeld I VHFIX -3.21 10.78 0.09 -2.99 6.33 5.06
Value Line Asset Allocation Investor VLAAX -0.66 20.41 5.33 13.03 11.63 9.31
Value Line Asset Allocation Instl VLAIX -0.66 20.59 5.39 13.34 11.91 ---
VALIC Company II Moderate Gr Lifestyle VMGLX -2.77 11.46 2.01 0.98 5.78 4.59
Vanguard Managed Payout Investor VPGDX -2.46 7.63 1.29 1.42 4.85 4.08
VY® T. Rowe Price Capital Apprec R6 VPRAX -2.78 15.60 2.34 9.50 10.33 ---
Vanguard LifeStrategy Moderate Gr Inv VSMGX -2.41 10.63 2.26 3.09 6.43 5.38
Virtus Tactical Allocation I VTAIX -2.94 --- 3.01 --- --- ---
Vanguard Wellington™ Inv VWELX -1.72 12.33 2.70 5.60 8.56 7.22
Vanguard Wellington™ Admiral™ VWENX -1.70 12.39 2.72 5.69 8.65 7.31
Voya Solution Balanced Port R6 VYRLX -3.10 10.43 1.63 1.63 6.20 ---
TETON Westwood Balanced I WBBIX -0.26 12.52 3.77 5.63 7.81 6.48
TETON Westwood Balanced C WBCCX -0.25 11.85 3.52 4.60 6.75 5.42
InvestEd Balanced WBLAX -2.46 10.02 1.98 2.45 6.73 4.85
Wilmington Diversified Income A WDIAX -1.79 8.75 1.21 1.67 5.40 3.95
Wilmington Diversified Income I WDIIX -1.70 8.99 1.27 1.83 5.65 4.19
TETON Westwood Balanced AAA WEBAX -0.26 12.35 3.79 5.35 7.55 6.22
TETON Westwood Balanced A WEBCX -0.26 12.14 3.71 5.14 7.28 5.96
Wells Fargo Index Asset Allocation Admin WFAIX -1.77 12.50 2.62 4.39 7.64 7.26
Wells Fargo Index Asset Allocation C WFALX -1.88 11.79 2.38 3.43 6.64 6.24
Wells Fargo Index Asset Allocation Instl WFATX -1.77 12.58 2.66 4.55 --- ---
Wells Fargo Growth Balanced A WFGBX -2.84 10.74 1.67 0.69 6.09 5.24
Wells Fargo Growth Balanced C WFGWX -2.90 10.22 1.51 -0.03 5.29 4.45
Wells Fargo WealthBuilder Gr Bal A WGBAX -2.54 9.99 1.45 0.76 --- ---
Wells Fargo WealthBuilder Gr Bal C WGBFX -2.58 9.42 1.26 0.02 5.35 3.93
Wells Fargo WealthBuilder Gr Bal Instl WGBIX -2.54 10.19 1.45 0.99 --- ---
WesMark Balanced WMBLX -2.50 9.60 1.98 1.80 5.53 4.78
Westwood Worldwide Income Opp Instl WWIOX 0.29 10.27 3.45 4.17 4.85 ---
Loomis Sayles Multi-Asset Income Y YIDPX -1.73 8.82 1.91 -1.53 4.22 4.47
Content Partners