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

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Data through 12/17/2018. 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 -3.89 -5.11 -7.56 -4.64 5.05 4.29
Cavanal Hill Active Core A AABAX -3.07 -4.37 -6.62 -4.03 4.35 4.56
Putnam Dynamic Asset Allocation Bal C AABCX -4.58 -7.06 -9.15 -6.88 4.03 4.53
American Beacon Balanced Inv AABPX -5.33 -7.12 -9.89 -6.22 5.29 4.48
Cavanal Hill Active Core C AACBX -3.08 -4.89 -6.72 -4.60 3.65 ---
American Beacon Balanced Instl AADBX -5.29 -6.96 -9.84 -6.04 5.61 4.81
American Funds American Balanced A ABALX -3.28 -2.12 -5.61 -1.81 7.06 6.94
American Beacon Balanced C ABCCX -5.35 -7.73 -10.10 -6.89 4.50 3.66
American Beacon Balanced A ABFAX -5.27 -7.07 -9.90 -6.18 5.29 4.45
American Century Balanced R5 ABGNX -3.54 -3.52 -7.80 -3.51 --- ---
American Century Balanced I ABINX -3.59 -3.52 -7.80 -3.51 5.72 5.32
Invesco Moderate Allocation Y ABKYX -3.35 -5.56 -6.89 -5.05 5.02 3.47
Alger Balanced I-2 ABLOX -3.86 -2.85 -6.60 -2.91 6.86 6.66
American Beacon Balanced Adv ABLSX -5.28 -7.25 -9.92 -6.40 5.11 4.31
AB All Market Total Return A ABWAX -3.03 -7.15 -5.62 -6.87 3.07 2.79
AB All Market Total Return B ABWBX -3.10 -7.84 -5.75 -7.58 2.27 2.01
AB All Market Total Return C ABWCX -3.06 -7.85 -5.75 -7.56 2.28 2.02
AB All Market Total Return I ABWIX -3.04 -6.97 -5.59 -6.66 3.26 3.01
AB All Market Total Return K ABWKX -3.11 -7.30 -5.64 -7.02 2.93 2.69
AB All Market Total Return R ABWRX -3.12 -7.58 -5.73 -7.29 2.61 2.36
AB All Market Total Return Advisor ABWYX -3.07 -6.97 -5.58 -6.67 3.30 3.05
American Beacon Balanced Y ACBYX -5.26 -6.91 -9.85 -5.96 5.62 4.78
Invesco Equity and Income A ACEIX -5.95 -7.97 -9.36 -7.38 5.47 5.07
Invesco Equity and Income R5 ACEKX -5.88 -7.69 -9.29 -7.10 5.80 5.41
Invesco Equity and Income C ACERX -5.97 -8.64 -9.62 -8.13 4.68 4.30
Invesco Equity and Income R ACESX -5.88 -8.15 -9.45 -7.56 5.22 4.83
Invesco Equity and Income Y ACETX -5.89 -7.73 -9.31 -7.14 5.77 5.36
American Century Strat Allc: Mod A ACOAX -3.90 -6.14 -8.37 -5.70 4.64 4.05
American Funds American Balanced F3 AFMBX -3.28 -1.88 -5.54 -1.57 --- ---
Cavanal Hill Active Core Institutional AIBLX -3.05 -3.99 -6.48 -3.66 4.70 4.86
American Funds American Balanced F2 AMBFX -3.28 -1.95 -5.58 -1.66 7.26 7.14
Invesco Moderate Allocation A AMKAX -3.43 -5.89 -7.03 -5.31 4.75 3.20
Invesco Moderate Allocation C AMKCX -3.38 -6.48 -7.13 -6.01 3.97 2.45
Invesco Moderate Allocation R AMKRX -3.36 -6.09 -7.04 -5.56 4.49 2.96
Invesco Moderate Allocation S AMKSX -3.36 -5.75 -7.01 -5.21 4.85 3.30
Invesco Moderate Allocation R5 AMLIX -3.34 -5.58 -6.92 -5.05 5.09 3.47
Invesco Moderate Allocation R6 AMLSX -3.41 -5.58 -6.93 -5.06 --- ---
Pioneer Classic Balanced A AOBLX -4.31 -4.12 -7.17 -4.11 5.33 5.56
American Century One Choice Mod Inv AOMIX -3.91 -6.17 -8.35 -5.69 4.95 4.43
American Century One Choice Mod R AORMX -3.92 -6.57 -8.41 -6.10 4.43 ---
Cavanal Hill Active Core Investor APBAX -3.06 -4.19 -6.56 -3.85 4.43 4.65
Archer Balanced ARCHX -4.86 -5.81 -8.13 -5.85 4.81 5.85
American Century Strat Allc: Mod I ASAMX -3.89 -5.67 -8.10 -5.25 5.15 4.53
American Century Strat Allc: Mod R6 ASMDX -3.89 -5.58 -8.21 -5.11 5.26 4.66
American Century Strat Allc: Mod R ASMRX -3.92 -6.32 -8.33 -5.81 4.41 3.82
American Century Strat Allc: Mod R5 ASMUX -3.89 -5.81 -8.23 -5.25 --- ---
American Century Strat Allc: Mod C ASTCX -3.96 -6.90 -8.52 -6.39 3.84 3.26
CIBC Atlas Income Opportunities Instl AWIIX -4.05 -2.39 -7.19 -2.29 8.21 ---
Pioneer Classic Balanced Y AYBLX -4.28 -3.90 -7.13 -3.83 5.57 5.81
BlackRock 60/40 Target Allocation Inv A BAGPX -3.96 -5.75 -8.00 -5.19 4.24 4.37
American Funds American Balanced C BALCX -3.38 -2.89 -5.83 -2.64 6.20 6.08
American Funds American Balanced F1 BALFX -3.28 -2.21 -5.62 -1.89 6.97 6.86
Sterling Capital Strategic Allc Bal A BAMGX -3.70 -6.77 -6.73 -5.98 4.20 4.06
BlackRock 60/40 Target Allocation Inv C BCGPX -4.03 -6.43 -8.15 -5.91 3.46 3.60
Sterling Capital Strategic Allc Bal I BCGTX -3.67 -6.46 -6.61 -5.69 4.49 4.35
Sterling Capital Strategic Allc Bal C BCMCX -3.77 -7.43 -6.89 -6.65 3.42 3.29
Lord Abbett Multi-Asset Balanced Opp C BFLAX -4.75 -8.35 -10.16 -7.80 3.85 2.39
BMO Balanced Allocation I BGRHX -4.02 -5.81 -7.92 -5.37 5.05 ---
BMO Balanced Allocation R6 BGRQX -3.91 -5.59 -7.82 -5.15 5.24 ---
BMO Balanced Allocation R3 BGRRX -4.03 -6.23 -8.04 -5.83 4.54 ---
BMO Balanced Allocation Y BGRYX -3.91 -5.91 -7.93 -5.47 4.84 ---
BlackRock 60/40 Target Allocation Instl BIGPX -3.95 -5.42 -7.92 -4.91 4.60 4.73
BlackRock 60/40 Target Allocation K BKGPX -3.93 -5.41 -7.91 -4.81 --- ---
Lord Abbett Multi-Asset Balanced Opp F BLAFX -4.65 -7.53 -9.90 -6.90 4.80 3.32
Lord Abbett Multi-Asset Balanced Opp R2 BLAQX -4.60 -7.97 -9.97 -7.40 4.26 2.80
Lord Abbett Multi-Asset Balanced Opp R3 BLARX -4.69 -7.80 -9.93 -7.28 4.40 2.91
Lord Abbett Multi-Asset Balanced Opp R4 BLASX -4.67 -7.64 -9.93 -7.11 4.63 ---
Lord Abbett Multi-Asset Balanced Opp R5 BLATX -4.64 -7.44 -9.87 -6.88 4.88 ---
Lord Abbett Multi-Asset Balanced Opp R6 BLAVX -4.56 -7.34 -9.86 -6.78 4.92 ---
American Funds Moderate Gr & Inc A BLPAX -2.91 -4.37 -6.01 -3.84 5.79 5.38
American Funds Moderate Gr & Inc C BLPCX -2.93 -5.03 -6.16 -4.51 5.00 4.58
American Funds Moderate Gr & Inc F-3 BLPDX -2.91 -4.07 -5.93 -3.52 --- ---
American Funds Moderate Gr & Inc F-2 BLPEX -2.91 -4.20 -5.94 -3.61 6.03 5.61
American Funds Moderate Gr & Inc F-1 BLPFX -2.91 -4.39 -6.01 -3.87 5.75 5.33
BlackRock 60/40 Target Allocation R BRGPX -3.97 -5.87 -7.98 -5.34 4.06 4.18
Bruce BRUFX -2.71 -2.15 -4.80 -2.94 4.59 6.48
American Funds Moderate Gr & Inc 529-A CBAAX -2.91 -4.47 -6.03 -3.94 5.71 5.30
American Funds Moderate Gr & Inc 529-E CBAEX -2.92 -4.62 -6.08 -4.10 5.47 5.06
American Funds Moderate Gr & Inc 529-F-1 CBAFX -2.91 -4.16 -5.95 -3.65 5.98 5.54
American Funds Moderate Gr & Inc ABLE-A CBAGX -2.91 --- -5.96 --- --- ---
Calvert Balanced I CBAIX -3.96 -1.81 -6.89 -1.61 5.93 5.49
Columbia Balanced Inst CBALX -3.90 -4.55 -7.27 -4.55 5.15 5.95
Columbia Balanced Adv CBDRX -3.89 -4.55 -7.27 -4.55 5.15 5.95
Columbia Balanced T CBDTX -2.00 -3.75 -6.62 -3.16 --- ---
Columbia Balanced Inst3 CBDYX -3.89 -4.46 -7.25 -4.46 5.26 6.09
Columbia Balanced A CBLAX -3.90 -4.78 -7.33 -4.80 4.89 5.69
Columbia Balanced C CBLCX -3.98 -5.48 -7.50 -5.52 4.10 4.90
CornerCap Balanced CBLFX -4.99 -7.97 -8.41 -7.50 5.19 4.02
Columbia Balanced R CBLRX -3.94 -5.01 -7.38 -5.04 4.62 5.42
American Funds Moderate Gr & Inc 529-C CBPCX -2.99 -5.07 -6.17 -4.59 4.92 4.50
Pioneer Classic Balanced R CBPRX -4.31 -4.32 -7.27 -4.25 5.16 ---
Columbia Capital Alloc Mod Agrsv Adv CGBRX -4.44 -6.52 -9.08 -5.94 5.85 5.24
Columbia Capital Alloc Mod Agrsv V CGGTX -4.48 -6.74 -9.14 -6.14 5.60 4.99
Chou Opportunity CHOEX -10.37 -19.18 -18.96 -13.53 -3.15 -5.38
Loomis Sayles Multi-Asset Income C CIDPX -4.05 -8.40 -8.22 -8.01 3.95 4.28
American Funds Cnsrv Gr & Inc 529-A CIPAX -2.59 -3.07 -4.19 -2.72 5.99 4.60
American Funds Cnsrv Gr & Inc 529-C CIPCX -2.68 -3.76 -4.39 -3.43 5.22 3.81
American Funds Cnsrv Gr & Inc 529-E CIPEX -2.67 -3.31 -4.31 -2.95 5.75 4.36
American Funds Cnsrv Gr & Inc 529-F-1 CIPFX -2.58 -2.81 -4.11 -2.39 6.27 4.85
American Funds Cnsrv Gr & Inc ABLE-A CIPGX -2.59 --- -4.11 --- --- ---
Calvert Moderate Allocation I CLAIX -4.27 -4.43 -7.75 -4.03 --- ---
American Funds American Balanced 529A CLBAX -3.29 -2.22 -5.62 -1.89 6.97 6.84
American Funds American Balanced 529C CLBCX -3.36 -2.93 -5.80 -2.65 6.15 6.02
American Funds American Balanced 529E CLBEX -3.33 -2.43 -5.70 -2.12 6.71 6.59
American Funds American Balanced 529F CLBFX -3.29 -2.01 -5.59 -1.70 7.21 7.09
Columbia Capital Alloc Mod Agrsv R CLBRX -4.49 -7.00 -9.21 -6.40 5.35 4.72
Columbia Capital Alloc Mod Agrsv Inst2 CLHRX -4.36 -6.41 -9.07 -5.88 5.93 5.34
Columbia Balanced Inst2 CLREX -3.88 -4.50 -7.24 -4.50 5.22 6.04
Calvert Moderate Allocation A CMAAX -4.27 -4.72 -7.77 -4.37 5.44 4.86
Calvert Moderate Allocation C CMACX -4.38 -5.48 -8.01 -5.13 4.62 4.08
Concorde Wealth Management CONWX -4.30 -1.11 -9.26 0.02 5.45 3.75
Columbia Capital Alloc Mod Agrsv Inst3 CPHNX -4.38 -6.44 -9.04 -5.82 5.99 5.39
Calvert Balanced C CSGCX -4.08 -2.81 -7.16 -2.66 4.73 4.25
Calvert Balanced A CSIFX -4.01 -2.11 -6.99 -1.95 5.56 5.07
American Funds College 2027 529A CSTAX -1.67 -2.37 -3.06 -2.04 5.15 4.53
American Funds College 2030 529A CTHAX -2.46 -3.67 -5.07 -3.12 5.86 5.02
American Funds College 2030 529E CTHEX -2.47 -3.84 -5.10 -3.34 5.61 4.73
American Funds College 2030 529F1 CTHFX -2.44 -3.44 -4.97 -2.84 6.10 5.22
American Funds College 2027 529C CTSCX -1.70 -3.04 -3.19 -2.76 4.35 3.72
American Funds College 2027 529E CTSEX -1.69 -2.62 -3.16 -2.29 4.90 4.26
American Funds College 2027 529F1 CTSFX -1.66 -2.13 -2.97 -1.76 5.39 4.76
American Funds College 2030 529C CTYCX -2.50 -4.38 -5.23 -3.83 5.05 4.17
Davenport Balanced Income DBALX -3.94 -6.56 -7.02 -6.30 --- ---
Dreyfus Balanced Opportunity A DBOAX -4.75 -3.38 -8.43 -2.91 5.86 5.36
Dreyfus Balanced Opportunity C DBOCX -4.81 -4.06 -8.61 -3.65 5.06 4.56
Dreyfus Balanced Opportunity I DBORX -4.69 -3.11 -8.33 -2.64 6.14 5.62
Dreyfus Balanced Opportunity Y DBOYX -4.74 -3.11 -8.36 -2.66 --- ---
Dreyfus Balanced Opportunity Z DBOZX -4.72 -3.17 -8.34 -2.74 6.06 5.55
Delaware Wealth Builder R DDDRX -3.83 -5.90 -6.61 -5.13 3.89 3.66
Delaware Wealth Builder A DDIAX -3.81 -5.65 -6.55 -4.87 4.16 3.92
Delaware Wealth Builder C DDICX -3.87 -6.34 -6.72 -5.57 3.36 3.13
Delaware Wealth Builder Institutional DDIIX -3.79 -5.42 -6.49 -4.65 4.42 4.17
Delaware Foundation Moderate Allc A DFBAX -3.44 -5.83 -6.75 -5.26 4.18 3.53
Delaware Foundation Moderate Allc C DFBCX -3.53 -6.57 -6.99 -6.02 3.35 2.72
Delaware Foundation Moderate Allc R DFBRX -3.45 -6.03 -6.84 -5.44 3.93 3.25
Delaware Foundation Moderate Allc I DFFIX -3.43 -5.67 -6.77 -5.04 4.42 3.75
DFA Global Allocation 60/40 R2 DFPRX -4.24 -6.13 -8.07 -5.46 5.28 3.81
DFA Global Allocation 60/40 I DGSIX -4.20 -5.93 -8.06 -5.20 5.54 4.05
Dodge & Cox Balanced DODBX -4.91 -3.28 -6.95 -2.49 8.32 6.69
Arrow DWA Balanced A DWAFX -3.80 -9.84 -9.84 -9.08 0.61 0.93
Arrow DWA Balanced Institutional DWANX -3.75 -9.64 -9.85 -8.89 0.85 1.17
Arrow DWA Balanced C DWATX -3.83 -10.45 -10.00 -9.79 -0.15 0.18
MFS® Moderate Allocation 529A EAMDX -3.39 -4.05 -7.23 -3.57 5.56 4.26
MFS® Total Return 529A EATRX -3.73 -5.19 -6.25 -5.13 5.00 4.98
MFS® Moderate Allocation 529B EBMDX -3.45 -4.75 -7.42 -4.34 4.74 3.48
MFS® Total Return 529B EBTRX -3.78 -5.90 -6.41 -5.81 4.19 4.19
Eaton Vance Balanced C ECIFX -4.00 -3.23 -7.35 -3.12 4.27 5.21
MFS® Moderate Allocation 529C ECMAX -3.42 -4.71 -7.41 -4.29 4.76 3.49
MFS® Total Return 529C ECTRX -3.76 -5.88 -6.43 -5.84 4.20 4.18
Eaton Vance Balanced I EIIFX -3.98 -2.37 -7.14 -2.15 5.27 6.25
Elfun Diversified ELDFX -3.29 -5.16 -6.72 -4.52 4.99 4.19
Eaton Vance Balanced B EMIFX -4.05 -3.34 -7.40 -3.23 4.22 5.18
Eaton Vance Balanced R ERIFX -3.99 -2.79 -7.26 -2.58 --- ---
Eaton Vance Balanced R6 ESIFX -3.96 -2.31 -7.12 -2.09 --- ---
Eventide Multi-Asset Income A ETAMX -2.81 -7.76 -6.35 -7.24 4.59 ---
Eventide Multi-Asset Income C ETCMX -2.88 -8.48 -6.54 -7.96 3.78 ---
Eventide Multi-Asset Income I ETIMX -2.79 -7.56 -6.29 -7.04 4.85 ---
Eventide Multi-Asset Income N ETNMX -2.81 -7.73 -6.34 -7.21 4.64 ---
EValuator Moderate RMS R4 EVFMX -5.02 -7.14 -10.73 -6.21 --- ---
Eaton Vance Balanced A EVIFX -3.94 -2.61 -7.20 -2.40 5.05 6.00
EValuator Moderate RMS Service EVMLX -5.11 -6.98 -10.73 -6.02 --- ---
Fidelity Advisor Asset Manager® 70% I FAAIX -4.44 -6.92 -9.93 -6.11 5.85 5.07
Fidelity Advisor Asset Manager® 70% A FAASX -4.46 -7.15 -9.96 -6.39 5.56 4.79
Fidelity Advisor® Balanced C FABCX -4.56 -4.25 -9.42 -4.21 5.39 5.42
Fidelity Advisor® Balanced A FABLX -4.49 -3.54 -9.23 -3.49 6.19 6.22
Fidelity Advisor® Balanced M FAIGX -4.51 -3.78 -9.29 -3.74 5.93 5.96
Fidelity Advisor® Balanced I FAIOX -4.49 -3.26 -9.15 -3.22 6.47 6.50
AIG Multi-Asset Allocation A FASAX -5.36 -7.74 -9.27 -6.82 5.05 3.77
Fidelity Asset Manager® 70% FASGX -4.44 -6.88 -9.93 -6.12 5.89 5.10
AIG Active Allocation A FBAAX -4.70 -6.29 -8.40 -5.87 5.24 4.01
AIG Active Allocation B FBABX -4.76 -6.92 -8.55 -6.49 4.53 3.31
AIG Active Allocation C FBACX -4.80 -6.94 -8.57 -6.52 4.53 3.34
Fidelity® Balanced K FBAKX -4.43 -3.05 -9.13 -2.97 6.60 6.69
Fidelity® Balanced FBALX -4.46 -3.14 -9.17 -3.10 6.49 6.59
Franklin Balanced R6 FBFRX -2.29 -2.14 -3.43 -1.58 6.59 5.45
American Funds Retire Inc Port-Mod F1 FBFWX -2.27 -3.70 -3.89 -3.34 4.83 ---
Franklin Balanced Adv FBFZX -2.30 -2.31 -3.45 -1.68 6.42 5.31
Franklin Balanced A FBLAX -2.24 -2.48 -3.44 -1.84 6.18 5.04
Franklin Balanced C FBMCX -2.40 -3.23 -3.65 -2.68 5.38 4.26
First Investors Total Return B FBTRX -4.30 -7.91 -8.18 -7.70 2.60 2.32
Fidelity Advisor Asset Manager® 70% C FCASX -4.55 -7.84 -10.17 -7.09 4.77 3.99
American Funds Retire Inc Port-Enh F1 FCFWX -3.08 -4.62 -5.12 -4.07 5.68 ---
American Funds Retire Inc Port-Enh F2 FGFWX -3.08 -4.37 -5.14 -3.83 5.91 ---
American Funds Retire Inc Port-Mod F2 FHFWX -2.26 -3.43 -3.82 -3.01 5.08 ---
American Funds Retire Inc Port-Enh F3 FIEWX -2.99 -4.22 -5.04 -3.74 --- ---
American Funds Retire Inc Port-Mod F3 FIMWX -2.18 -3.37 -3.80 -2.92 --- ---
Fidelity Advisor Asset Manager® 60% Z FIQAX -3.67 --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% Z FIQBX -4.44 --- --- --- --- ---
First Investors Total Return A FITRX -4.23 -7.22 -8.03 -6.98 3.38 3.11
First Investors Total Return Adv FITUX -4.21 -6.97 -8.00 -6.68 3.74 3.46
First Investors Total Return Instl FITVX -4.20 -6.87 -7.96 -6.62 3.80 3.53
AIG Multi-Asset Allocation B FMABX -5.45 -8.34 -9.42 -7.48 4.31 3.05
AIG Multi-Asset Allocation C FMATX -5.47 -8.35 -9.44 -7.50 4.34 3.09
Franklin Moderate Allocation A FMTIX -3.92 -4.12 -6.92 -3.69 5.07 3.83
Franklin Moderate Allocation Advisor FMTZX -3.92 -3.88 -6.85 -3.48 5.34 4.10
Franklin NextStep Moderate A FNMDX -3.52 -5.47 -6.70 -5.01 --- ---
Franklin NextStep Moderate C FNMFX -3.63 -6.07 -6.93 -5.66 --- ---
Franklin NextStep Moderate Advisor FNMZX -3.59 -5.22 -6.69 -4.76 --- ---
Tributary Balanced Instl FOBAX -4.38 -1.53 -6.87 -1.42 5.18 5.22
Tributary Balanced Instl Plus FOBPX -4.36 -1.37 -6.82 -1.19 5.40 5.42
FPA Crescent FPACX -4.76 -6.64 -9.32 -6.13 4.53 4.06
Fidelity® Puritan® K FPUKX -4.43 -3.40 -9.72 -3.15 6.52 6.95
Fidelity® Puritan® FPURX -4.40 -3.43 -9.71 -3.22 6.43 6.84
Fidelity Advisor Asset Manager® 60% A FSAAX -3.69 -6.30 -8.57 -5.61 5.07 4.40
Fidelity Asset Manager® 60% FSANX -3.67 -5.97 -8.45 -5.30 5.43 4.74
Fidelity Advisor Asset Manager® 60% M FSATX -3.63 -6.49 -8.54 -5.78 4.84 4.16
Fidelity Advisor Asset Manager® 60% C FSCNX -3.69 -6.88 -8.66 -6.25 4.32 3.64
Nuveen Strategy Balanced Allc A FSGNX -4.30 -9.32 -9.00 -8.60 2.35 2.65
Nuveen Strategy Growth Allocation I FSGYX -5.78 -10.43 -11.32 -9.47 3.91 3.73
Nuveen Strategy Balanced Allc C FSKCX -4.29 -9.94 -9.16 -9.25 1.59 1.88
Nuveen Strategy Balanced Allc R3 FSKSX -4.36 -9.53 -9.09 -8.80 2.07 2.38
Nuveen Strategy Balanced Allc I FSKYX -4.31 -9.09 -8.97 -8.40 2.57 2.91
Nuveen Strategy Growth Allocation A FSNAX -5.82 -10.64 -11.39 -9.70 3.66 3.48
Nuveen Strategy Growth Allocation C FSNCX -5.84 -11.31 -11.52 -10.35 2.88 2.71
Fidelity Advisor Asset Manager® 60% I FSNIX -3.59 -5.97 -8.44 -5.26 5.40 4.71
Nuveen Strategy Growth Allocation R3 FSNSX -5.75 -10.86 -11.41 -9.87 3.43 3.22
Fidelity Advisor Asset Manager® 70% M FTASX -4.47 -7.41 -10.06 -6.65 5.30 4.51
Franklin Moderate Allocation R FTMRX -3.93 -4.38 -7.01 -3.95 4.80 3.57
Franklin Moderate Allocation C FTMTX -3.98 -4.83 -7.11 -4.41 4.29 3.07
Fidelity Advisor® Balanced Z FZAAX -4.46 -3.15 -9.14 -3.10 6.61 6.64
Aberdeen Dynamic Allocation I/S GAASX -4.38 -6.92 -8.32 -6.46 2.64 2.85
Aberdeen Dynamic Allocation R GAGRX -4.54 -7.52 -8.56 -7.09 1.93 2.15
Green Century Balanced GCBLX -3.95 -1.88 -6.25 -2.01 5.27 4.84
GuideStone Funds Defensv Mkt Strats Inst GDMYX -3.61 -0.47 -6.09 -0.55 8.01 7.75
GuideStone Funds Defensv Mkt Strats Inv GDMZX -3.61 -0.67 -6.16 -0.82 7.71 7.48
GuidePath® Conservative Allocation Instl GITTX -1.97 -4.10 -4.83 -3.73 3.07 2.53
Nationwide Inv Dest Mod R6 GMDIX -4.07 -5.48 -7.92 -5.00 5.37 4.22
Nationwide Inv Dest Mod R GMDRX -4.07 -6.07 -8.00 -5.56 4.71 3.58
Aberdeen Dynamic Allocation A GMMAX -4.51 -7.25 -8.50 -6.81 2.28 2.55
Aberdeen Dynamic Allocation C GMMCX -4.53 -7.84 -8.57 -7.41 1.61 1.85
Aberdeen Dynamic Allocation Inst GMMIX -4.44 -6.93 -8.37 -6.47 2.63 2.86
GuidePath® Conservative Allocation Svc GPTCX -2.02 -4.58 -4.97 -4.30 2.42 1.89
Greenspring GRSPX -6.54 -8.76 -12.88 -7.71 5.77 1.97
Hartford Balanced HLS IA HADAX -4.26 -4.12 -7.76 -3.87 5.72 5.88
Hartford Balanced C HAFCX -3.88 -5.25 -7.37 -5.10 4.49 4.71
Hartford Balanced HLS IB HAIBX -4.24 -4.34 -7.81 -4.10 5.46 5.62
Hartford Moderate Allocation A HBAAX -3.97 -5.40 -7.54 -4.88 4.37 2.53
Hartford Moderate Allocation C HBACX -3.97 -6.15 -7.70 -5.58 3.59 1.78
Hartford Moderate Allocation F HBADX -3.86 -5.05 -7.35 -4.51 --- ---
Rational Strategic Allocation A HBAFX -1.82 -2.26 -4.84 -1.45 5.70 3.78
Hartford Moderate Allocation I HBAIX -3.87 -5.14 -7.43 -4.58 4.69 2.85
Hartford Moderate Allocation R3 HBARX -3.95 -5.72 -7.51 -5.13 4.02 2.19
Hartford Moderate Allocation R4 HBASX -3.89 -5.48 -7.47 -4.93 4.32 2.49
Hartford Moderate Allocation R5 HBATX -3.95 -5.21 -7.43 -4.62 4.63 2.80
Hennessy Balanced Investor HBFBX -1.99 0.79 -1.29 1.19 6.12 4.48
Hartford Checks and Balances A HCKAX -3.76 -2.59 -6.84 -2.44 6.24 5.84
Hartford Checks and Balances C HCKCX -3.90 -3.39 -7.08 -3.32 5.43 5.04
Hartford Checks and Balances F HCKFX -3.76 -2.23 -6.75 -2.09 --- ---
Hartford Checks and Balances I HCKIX -3.76 -2.29 -6.77 -2.17 6.48 6.11
Hartford Checks and Balances R3 HCKRX -3.89 -2.98 -6.96 -2.91 5.81 5.44
Hartford Checks and Balances R4 HCKSX -3.78 -2.65 -6.88 -2.51 6.16 5.78
Hartford Checks and Balances R5 HCKTX -3.76 -2.42 -6.88 -2.31 6.46 6.10
Hennessy Total Return Investor HDOGX -2.87 1.17 -2.08 1.53 8.41 6.85
Hennessy Equity and Income Investor HEIFX -4.51 -4.33 -7.96 -3.99 4.68 4.81
Hennessy Equity and Income Institutional HEIIX -4.47 -3.96 -7.84 -3.61 5.09 5.20
Holland Balanced HOLBX -4.76 -4.04 -5.88 -3.64 4.00 4.76
Highland Total Return A HTAAX -3.41 -9.54 -9.62 -9.47 2.98 2.65
Highland Total Return C HTACX -3.47 -10.17 -9.77 -10.12 2.19 1.89
Highland Total Return Y HTAYX -3.40 -9.31 -9.54 -9.24 3.23 2.91
Hotchkis & Wiley Capital Income A HWIAX -6.26 -9.01 -13.12 -7.38 7.06 4.20
Hotchkis & Wiley Capital Income I HWIIX -6.18 -8.91 -13.15 -7.27 7.30 4.41
Transamerica Multi-Mgd Balanced B IBABX -3.91 -4.53 -7.46 -4.56 4.61 4.81
Transamerica Multi-Mgd Balanced A IBALX -3.81 -3.47 -7.18 -3.44 5.76 5.90
Ivy Balanced N IBARX -4.49 -2.11 -7.74 -1.72 4.10 ---
Transamerica Multi-Managed Balanced T1 IBATX -3.80 -3.41 -7.15 -3.39 --- ---
Transamerica Multi-Managed Balanced Adv IBAVX -3.82 -3.36 -7.17 -3.33 --- ---
Transamerica Multi-Mgd Balanced C IBLLX -3.88 -4.19 -7.35 -4.20 4.97 5.13
Ivy Balanced A IBNAX -4.48 -2.46 -7.80 -2.07 3.69 4.03
Ivy Balanced B IBNBX -4.56 -3.21 -7.99 -2.82 2.91 3.26
Ivy Balanced C IBNCX -4.58 -3.16 -8.00 -2.80 2.95 3.30
Ivy Balanced Y IBNYX -4.51 -2.49 -7.80 -2.09 3.70 4.03
Voya Balanced Port I IBPIX -4.25 -6.30 -7.74 -5.68 5.14 4.35
Voya Balanced Port S IBPSX -4.28 -6.57 -7.85 -5.95 4.84 4.09
Intrepid Capital Investor ICMBX -4.54 -11.70 -9.17 -11.56 3.21 1.86
Intrepid Capital Institutional ICMVX -4.54 -11.52 -9.11 -11.37 3.45 2.12
Invesco Equity and Income R6 IEIFX -5.95 -7.69 -9.36 -7.02 5.90 5.50
Hartford Balanced Y IHAYX -3.82 -4.29 -7.14 -4.09 5.60 5.85
Loomis Sayles Multi-Asset Income A IIDPX -4.05 -7.73 -8.08 -7.34 4.73 5.06
VY® Franklin Income A IIFAX -3.40 -3.79 -5.55 -3.27 7.08 4.07
VY® Franklin Income I IIFIX -3.35 -3.16 -5.40 -2.66 7.74 4.63
VY® Franklin Income S IIFSX -3.37 -3.47 -5.52 -2.88 7.45 4.41
VY® Franklin Income S2 IIFTX -3.46 -3.61 -5.61 -3.11 7.29 4.25
Voya Strategic Allocation Mod Port I IIMDX -3.81 -5.64 -7.14 -5.06 4.91 4.61
Transamerica Asset Allocation Mod Gr R IMGRX -4.15 -8.25 -9.00 -7.32 4.34 3.86
Transamerica Asset Allocation Mod Gr A IMLAX -4.05 -7.92 -8.87 -6.98 4.66 4.15
Transamerica Asset Allocation Mod Gr B IMLBX -4.12 -8.85 -9.12 -7.94 3.70 3.25
Transamerica Asset Allocation Mod Gr C IMLLX -4.15 -8.66 -9.14 -7.73 3.85 3.36
American Funds Cnsrv Gr & Inc A INPAX -2.59 -3.04 -4.17 -2.59 6.06 4.69
American Funds Cnsrv Gr & Inc C INPCX -2.68 -3.73 -4.38 -3.35 5.28 3.89
American Funds Cnsrv Gr & Inc F-3 INPDX -2.59 -2.73 -4.17 -2.35 --- ---
American Funds Cnsrv Gr & Inc F-2 INPEX -2.58 -2.79 -4.11 -2.37 6.33 4.93
American Funds Cnsrv Gr & Inc F-1 INPFX -2.59 -3.07 -4.26 -2.71 6.02 4.64
ICON Risk-Managed Balanced A IOCAX -5.87 -11.11 -12.99 -10.79 0.68 1.84
ICON Risk-Managed Balanced C IOCCX -5.91 -11.70 -13.13 -11.46 -0.08 1.08
ICON Risk-Managed Balanced S IOCZX -5.86 -10.90 -12.95 -10.58 0.92 2.08
Poplar Forest Cornerstone Institutional IPFCX -6.34 -9.17 -12.06 -7.95 4.94 ---
Voya Retirement Moderate Growth Port I IRGMX -3.70 -5.56 -7.29 -5.11 5.29 4.57
Voya Retirement Moderate Growth Port A IRMGX -3.67 -5.88 -7.39 -5.51 4.87 4.16
Voya Solution Balanced Port A ISGAX -3.97 -6.45 -7.55 -5.80 4.41 4.14
Voya Solution Balanced Port I ISGJX -3.93 -5.88 -7.38 -5.33 4.96 4.69
Voya Solution Balanced Port S ISGKX -3.92 -6.18 -7.55 -5.62 4.68 4.41
Voya Solution Balanced Port S2 ISGTX -3.82 -6.27 -7.46 -5.62 4.54 4.26
Voya Strategic Allocation Mod Port S ISMDX -3.83 -5.90 -7.19 -5.32 4.63 4.36
VY® T. Rowe Price Capital Apprec S ITCSX -3.07 0.90 -5.82 0.61 8.02 8.68
VY® T. Rowe Price Capital Apprec S2 ITCTX -3.10 0.72 -5.84 0.47 7.86 8.51
VY® T. Rowe Price Capital Apprec A ITRAX -3.11 0.55 -5.88 0.26 7.65 8.30
VY® T. Rowe Price Capital Apprec I ITRIX -3.10 1.12 -5.78 0.84 8.28 8.95
Hartford Balanced A ITTAX -3.84 -4.61 -7.20 -4.41 5.23 5.45
Hartford Balanced F ITTFX -3.80 -4.24 -7.11 -4.03 --- ---
Hartford Balanced I ITTIX -3.84 -4.33 -7.16 -4.14 5.53 ---
Hartford Balanced R3 ITTRX -3.88 -4.86 -7.28 -4.73 4.93 5.17
Hartford Balanced R4 ITTSX -3.83 -4.60 -7.23 -4.44 5.23 5.47
Hartford Balanced R5 ITTTX -3.83 -4.35 -7.16 -4.16 5.56 5.79
Hartford Balanced R6 ITTVX -3.82 --- -7.13 --- --- ---
VY® Invesco Equity and Income A IUAAX -5.84 -8.24 -9.34 -7.66 5.18 4.73
VY® Invesco Equity and Income I IUAIX -5.82 -7.81 -9.23 -7.21 5.71 5.25
VY® Invesco Equity and Income S IUASX -5.82 -8.03 -9.28 -7.44 5.44 4.99
VY® Invesco Equity and Income S2 IVIPX -5.84 -8.14 -9.31 -7.56 5.30 4.85
Ivy Balanced R IYBFX -4.49 -2.79 -7.86 -2.40 3.34 3.68
Ivy Balanced I IYBIX -4.49 -2.27 -7.75 -1.87 3.94 4.28
Janus Henderson Balanced T JABAX -3.78 0.82 -6.43 0.66 7.53 6.74
Janus Henderson Balanced C JABCX -3.85 0.03 -6.63 -0.15 6.67 5.87
Janus Henderson VIT Balanced Instl JABLX -3.69 0.95 -6.26 0.81 7.65 6.87
Janus Henderson Balanced N JABNX -3.75 1.05 -6.37 0.93 7.79 7.00
Janus Henderson Balanced S JABRX -3.82 0.57 -6.50 0.41 7.25 6.46
JHancock Multimanager Lifestyle Bal A JALBX -3.65 -6.17 -7.57 -5.70 4.81 3.78
Janus Henderson Balanced D JANBX -3.78 0.92 -6.40 0.76 7.63 6.84
JHancock Balanced R4 JBAFX -4.35 -4.20 -8.02 -4.20 5.85 5.25
JHancock Balanced R3 JBAHX -4.40 -4.53 -8.11 -4.58 5.43 4.83
Janus Henderson Balanced I JBALX -3.75 1.00 -6.38 0.87 7.72 6.92
JHancock Balanced R1 JBAOX -4.43 -4.64 -8.17 -4.73 5.30 4.72
JHancock Balanced R2 JBATX -4.39 -4.42 -8.09 -4.46 5.56 5.01
JHancock Balanced R5 JBAVX -4.36 -4.06 -7.99 -4.06 6.03 5.45
JHancock Balanced R6 JBAWX -4.36 -3.98 -7.98 -4.02 6.11 5.52
JHancock Multimanager Lifestyle Bal B JBLBX -3.72 -6.78 -7.69 -6.36 4.09 3.05
JHFunds2 Capital Appreciation Value NAV JCAVX -3.11 0.88 -5.88 0.61 8.11 8.72
JHancock Multimanager Lifestyle Bal C JCLBX -3.72 -6.83 -7.68 -6.36 4.07 3.04
Janus Henderson Balanced A JDBAX -3.79 0.70 -6.46 0.54 7.40 6.61
Janus Henderson Balanced R JDBRX -3.81 0.34 -6.55 0.17 6.99 6.20
PGIM Moderate Allocation B JDMBX -4.47 -7.90 -9.04 -7.21 4.01 3.05
PGIM Moderate Allocation C JDMCX -4.54 -7.90 -9.11 -7.28 3.99 3.05
PGIM Moderate Allocation Z JDMZX -4.47 -7.00 -8.86 -6.35 5.03 4.09
PGIM Moderate Allocation A JDTAX -4.42 -7.19 -8.88 -6.52 4.80 3.82
PGIM Moderate Allocation R6 JDTQX -4.41 -6.99 -8.80 -6.22 --- ---
JPMorgan Diversified A JDVAX -3.82 -7.78 -7.90 -7.30 4.64 4.31
JPMorgan Diversified C JDVCX -3.85 -8.19 -8.03 -7.73 4.11 3.78
JPMorgan Diversified I JDVSX -3.85 -7.51 -7.85 -7.08 4.89 4.57
JPMorgan Diversified R6 JDVZX -3.80 -7.29 -7.80 -6.80 --- ---
JPMorgan Investor Balanced R6 JFQUX -3.08 -4.33 -6.54 -3.91 --- ---
JHancock Multimanager Lifestyle Bal 5 JHLAX -3.60 -5.79 -7.45 -5.27 5.25 4.21
JHancock Multi-Index Lifestyle Bal 1 JIBOX -3.72 -4.96 -7.02 -4.54 5.56 ---
JHancock Multi-Index Lifestyle Bal R6 JIBRX -3.72 -5.01 -7.09 -4.50 5.60 ---
JHancock Multimanager Lifestyle Bal 1 JILBX -3.61 -5.83 -7.47 -5.32 5.20 4.16
PGIM Moderate Allocation R JMARX -4.45 -7.43 -8.94 -6.74 4.53 3.53
JPMorgan Diversified L JPDVX -3.80 -7.34 -7.82 -6.89 5.13 4.81
JHancock Multimanager Lifestyle Bal R1 JPLBX -3.74 -6.52 -7.63 -6.01 4.44 3.39
Janus Henderson Value Plus Income A JPVAX -3.49 -3.21 -5.94 -3.33 5.67 4.90
Janus Henderson Value Plus Income C JPVCX -3.54 -3.94 -6.08 -4.03 4.85 4.12
Janus Henderson Value Plus Income D JPVDX -3.48 -3.18 -5.91 -3.21 5.76 5.04
Janus Henderson Value Plus Income I JPVIX -3.47 -3.12 -5.88 -3.14 5.86 5.11
Janus Henderson Value Plus Income N JPVNX -3.46 -2.98 -5.87 -3.08 --- ---
Janus Henderson Value Plus Income S JPVSX -3.50 -3.38 -5.96 -3.43 5.51 4.83
Janus Henderson Value Plus Income T JPVTX -3.49 -3.19 -5.94 -3.30 5.69 4.99
JHancock Multimanager Lifestyle Bal R2 JQLBX -3.67 -6.21 -7.57 -5.76 4.71 3.67
JHancock Multimanager Lifestyle Bal R3 JRLBX -3.66 -6.36 -7.59 -5.89 4.56 3.51
JHancock Multimanager Lifestyle Bal R4 JSLBX -3.66 -6.02 -7.49 -5.51 4.98 3.94
JHancock Multimanager Lifestyle Bal I JTBIX -3.60 -5.87 -7.48 -5.38 5.13 ---
JHancock Multimanager Lifestyle Bal R5 JTSBX -3.65 -5.87 -7.49 -5.37 5.17 4.12
JHancock Multimanager Lifestyle Bal R6 JULBX -3.67 -5.87 -7.46 -5.35 5.22 4.19
Lord Abbett Multi-Asset Balanced Opp A LABFX -4.67 -7.65 -9.93 -7.04 4.64 3.15
Lord Abbett Multi-Asset Balanced Opp P LABPX -4.70 -7.86 -10.03 -7.26 4.42 2.94
Lord Abbett Multi-Asset Balanced Opp I LABYX -4.65 -7.44 -9.88 -6.81 4.90 3.40
LKCM Balanced LKBAX -4.33 -1.74 -7.46 -1.18 6.87 6.01
LK Balanced Institutional LKBLX -4.84 -3.01 -9.99 -2.21 6.75 3.82
QS Conservative Growth R LLARX -3.02 -4.81 -6.11 -4.35 4.53 ---
QS Conservative Growth I LMEIX -2.88 -4.25 -5.97 -3.75 5.15 ---
Loomis Sayles Multi-Asset Income N LMINX -3.97 -7.45 -7.98 -7.02 5.07 ---
1919 Socially Responsive Balanced I LMRNX -4.39 -0.76 -8.90 -1.21 7.13 6.24
Lord Abbett Multi-Asset Balanced Opp F3 LOBFX -4.64 -7.34 -9.86 -6.78 --- ---
Scharf Multi-Asset Opportunity Retail LOGBX -4.94 -1.72 -4.91 -2.05 --- ---
Scharf Multi-Asset Opportunity Instl LOGOX -6.33 -2.93 -6.28 -3.26 3.52 4.85
Ladenburg Growth & Income A LOWAX -4.36 -6.74 -8.66 -6.19 3.89 ---
Ladenburg Growth & Income C LOWCX -4.41 -7.49 -8.87 -6.95 3.09 ---
Ladenburg Growth & Income I LOWIX -4.34 -6.52 -8.60 -5.99 4.02 ---
BlackRock Balanced Capital Instl MACPX -4.07 -2.46 -7.86 -2.69 6.69 6.78
MFS® Moderate Allocation A MAMAX -3.43 -4.06 -7.24 -3.58 5.59 4.31
MFS® Moderate Allocation R1 MAMFX -3.51 -4.73 -7.42 -4.35 4.79 3.51
MFS® Moderate Allocation R3 MAMHX -3.40 -4.04 -7.24 -3.61 5.59 4.30
MFS® Moderate Allocation R4 MAMJX -3.38 -3.83 -7.19 -3.33 5.84 4.56
Mairs & Power Balanced Inv MAPOX -4.55 -2.63 -6.53 -2.53 6.67 5.50
MFS® Moderate Allocation R2 MARRX -3.39 -4.22 -7.29 -3.79 5.33 4.05
MainStay Balanced C MBACX -5.10 -7.26 -8.73 -6.68 3.27 3.30
MainStay Balanced I MBAIX -4.99 -6.18 -8.43 -5.54 4.49 4.52
Praxis Genesis Balanced A MBAPX -3.49 -4.47 -6.98 -4.09 4.91 4.09
MassMutual Premier Balanced Svc MBAYX -4.02 -4.54 -8.39 -4.41 6.33 5.59
MassMutual Premier Balanced I MBBIX -4.08 -4.40 -8.37 -4.23 6.57 ---
MassMutual Premier Balanced R4 MBBRX -4.02 -4.75 -8.38 -4.57 6.08 ---
MainStay Balanced R2 MBCRX -5.02 -6.49 -8.51 -5.86 4.17 4.18
MainStay Balanced R3 MBDRX -5.04 -6.72 -8.58 -6.11 3.85 3.89
AMG Chicago Equity Partners Balanced N MBEAX -3.78 -2.27 -8.79 -2.10 5.68 6.17
MainStay Balanced R6 MBERX -4.99 -6.08 -8.42 -5.45 --- ---
AMG Chicago Equity Partners Balanced I MBESX -3.80 -2.14 -8.78 -1.93 5.84 6.34
AMG Chicago Equity Partners Balanced Z MBEYX -3.80 -2.07 -8.76 -1.83 5.95 6.43
MainStay Balanced Inv MBINX -5.04 -6.57 -8.55 -5.96 4.05 4.09
Madison Diversified Income A MBLAX -3.48 -0.61 -3.28 -0.35 6.81 5.85
Madison Diversified Income C MBLCX -3.52 -1.29 -3.50 -1.09 6.00 5.06
MassMutual Premier Balanced R5 MBLDX -4.01 -4.48 -8.31 -4.27 6.42 5.69
Madison Diversified Income B MBLNX -3.52 -1.29 -3.50 -1.09 6.00 5.05
MainStay Balanced A MBNAX -5.03 -6.43 -8.51 -5.79 4.23 4.26
MainStay Balanced B MBNBX -5.13 -7.25 -8.73 -6.68 3.28 3.31
MainStay Balanced R1 MBNRX -5.02 -6.28 -8.47 -5.65 4.38 4.41
BlackRock Balanced Capital Inv C MCCPX -4.14 -3.36 -8.08 -3.64 5.59 5.67
BlackRock Balanced Capital Inv A MDCPX -4.13 -2.69 -7.93 -2.96 6.37 6.47
BNY Mellon Asset Allocation Inv MIBLX -4.62 -6.65 -10.19 -6.24 4.88 4.16
BlackRock Balanced Capital K MKCPX -4.07 --- -7.86 --- --- ---
MFS® Moderate Allocation B MMABX -3.41 -4.68 -7.39 -4.27 4.81 3.53
MFS® Moderate Allocation C MMACX -3.49 -4.71 -7.44 -4.30 4.81 3.53
MFS® Moderate Allocation I MMAIX -3.38 -3.77 -7.19 -3.34 5.86 4.57
MassMutual Premier Balanced A MMBDX -4.05 -4.86 -8.46 -4.71 5.94 5.21
MassMutual Premier Balanced Adm MMBLX -4.07 -4.70 -8.43 -4.50 6.21 5.48
MassMutual Premier Balanced R3 MMBRX -4.11 -5.00 -8.49 -4.86 5.80 ---
Madison Moderate Allocation A MMDAX -3.16 -4.38 -5.58 -3.62 5.22 4.58
Madison Moderate Allocation C MMDCX -3.20 -5.00 -5.72 -4.34 4.44 3.82
Madison Moderate Allocation B MMDRX -3.20 -5.00 -5.72 -4.34 4.41 3.81
MainStay Moderate Allocation A MMRAX -4.32 -8.48 -8.62 -7.78 3.80 3.17
MainStay Moderate Allocation B MMRBX -4.46 -9.28 -8.84 -8.64 2.85 2.22
MainStay Moderate Allocation C MMRCX -4.46 -9.28 -8.88 -8.71 2.82 2.21
MainStay Moderate Allocation Inv MMRDX -4.39 -8.61 -8.67 -7.98 3.62 3.01
MainStay Moderate Allocation R3 MMRHX -4.41 -8.78 -8.73 -8.12 --- ---
MainStay Moderate Allocation I MMRIX -4.29 -8.29 -8.55 -7.63 4.04 3.44
Manning & Napier Pro-Blend Extnd Term S MNBAX -2.47 -3.95 -5.69 -3.62 4.61 3.21
Manning & Napier Pro-Blend Extnd Term I MNBIX -2.35 -3.65 -5.66 -3.34 4.89 3.49
Manning & Napier Pro-Blend Extnd Term R MNBRX -2.52 -4.20 -5.80 -3.85 4.34 2.95
Manning & Napier Pro-Blend Extnd Term R2 MNECX -2.57 -4.69 -5.91 -4.40 3.83 2.44
BNY Mellon Asset Allocation M MPBLX -4.55 -6.40 -10.05 -5.90 5.16 4.43
BlackRock Balanced Capital R MRBPX -4.10 -2.98 -8.00 -3.27 6.01 6.11
MassMutual RetireSMART Moderate A MRMAX -3.65 -5.69 -7.31 -5.18 4.28 3.14
MassMutual RetireSMART Moderate Admin MRMLX -3.65 -5.43 -7.31 -4.92 4.56 3.39
MassMutual RetireSMART Mod R3 MRMTX -3.69 -5.85 -7.38 -5.28 4.15 ---
MassMutual RetireSMART Mod I MRMUX -3.56 -5.16 -7.23 -4.62 4.87 ---
MassMutual RetireSMART Moderate Svc MRMYX -3.65 -5.42 -7.30 -4.90 4.64 3.48
MassMutual RetireSMART Mod R4 MRMZX -3.68 -5.65 -7.36 -5.13 4.39 ---
MassMutual RetireSMART Moderate R5 MROSX -3.66 -5.35 -7.24 -4.81 4.75 3.58
Morningstar Div Yld Foc 5 ER USD MSDHIDVE -2.08 -1.84 -3.55 -1.66 2.96 2.14
Morningstar Div Yld Foc 5 TR USD MSDIHDVA -1.85 0.38 -2.92 0.63 4.43 3.13
Morningstar Ult Stock-Pick 7 ER USD MSDIUSP7 -2.57 -0.05 -5.52 -0.13 5.14 3.76
MFS® Total Return R1 MSFFX -3.78 -5.81 -6.42 -5.76 4.26 4.24
MFS® Total Return R3 MSFHX -3.72 -5.14 -6.22 -5.04 5.04 5.02
MFS® Total Return R4 MSFJX -3.70 -4.93 -6.21 -4.85 5.30 5.28
MFS® Total Return R6 MSFKX -3.75 -4.91 -6.20 -4.77 5.37 5.36
MFS® Total Return A MSFRX -3.72 -5.19 -6.27 -5.08 5.05 5.02
MFS® Total Return B MTRBX -3.77 -5.82 -6.40 -5.78 4.26 4.24
MFS® Total Return C MTRCX -3.76 -5.80 -6.42 -5.76 4.25 4.24
MFS® Total Return I MTRIX -3.70 -4.93 -6.17 -4.85 5.31 5.28
MFS® Total Return R2 MTRRX -3.73 -5.35 -6.32 -5.31 4.79 4.76
Great-West SecureFoundation® Bal Instl MXCJX -3.83 -4.65 -7.74 -4.38 5.65 ---
Great-West Moderate Profile L MXGPX -3.92 -5.79 -7.63 -5.55 4.78 4.26
Great-West Moderate Profile Instl MXITX -3.89 -5.24 -7.50 -4.90 5.39 ---
Great-West SecureFoundation® Bal L MXLDX -3.86 -5.21 -7.82 -4.92 5.02 4.41
Great-West Moderate Profile Inv MXMPX -3.95 -5.67 -7.59 -5.35 5.01 4.53
Great-West SecureFoundation® Bal Inv MXSBX -3.78 -4.99 -7.75 -4.63 5.28 4.67
Great-West SecureFoundation® Bal Svc MXSHX -3.81 -5.05 -7.73 -4.73 5.18 4.57
Nationwide Inv Dest Mod A NADMX -4.05 -5.79 -7.88 -5.23 5.00 3.87
Virtus Tactical Allocation A NAINX -3.86 -6.12 -10.67 -5.76 4.71 3.14
Neiman Balanced Allocation A NBAFX -2.33 -4.50 -7.40 -3.78 4.89 3.44
American Funds Retire Inc Port-Mod A NBARX -2.27 -3.67 -3.88 -3.30 4.85 ---
Neiman Balanced Allocation C NBCFX -4.22 -6.29 -8.32 -6.07 3.34 2.35
American Funds Retire Inc Port-Mod C NBCRX -2.37 -4.34 -4.08 -3.98 4.11 ---
Columbia Capital Alloc Mod Agrsv Inst NBGPX -4.41 -6.50 -9.10 -5.91 5.85 5.25
Columbia Capital Alloc Mod Agrsv A NBIAX -4.48 -6.74 -9.14 -6.14 5.60 5.00
Columbia Capital Alloc Mod Agrsv C NBICX -4.47 -7.41 -9.30 -6.85 4.82 4.20
New Covenant Balanced Growth NCBGX -3.75 -2.62 -6.98 -2.42 5.39 5.04
Nationwide Inv Dest Mod C NCDMX -4.14 -6.42 -8.13 -5.94 4.24 3.13
American Funds Retire Inc Port-Enh A NDARX -2.99 -4.52 -5.12 -4.04 5.70 ---
American Funds Retire Inc Port-Enh C NDCRX -3.09 -5.18 -5.30 -4.72 4.97 ---
Nationwide Inv Dest Mod Svc NSDMX -4.07 -5.86 -7.92 -5.31 4.97 3.84
Wells Fargo Growth Balanced Admin NVGBX -4.54 -5.94 -8.65 -5.53 4.99 5.05
Nationwide Inv Dest Mod Instl Svc NWWJX -4.08 -5.55 -7.93 -5.01 5.29 ---
Oakmark Equity And Income Investor OAKBX -4.88 -7.31 -8.16 -6.76 5.75 4.30
Oppenheimer Moderate Inv A OAMIX -3.62 -6.45 -7.96 -5.95 4.12 3.69
Oakmark Equity and Income Institutional OANBX -4.88 -7.13 -8.13 -6.58 --- ---
Oakmark Equity And Income Service OARBX -4.90 -7.51 -8.20 -6.99 5.47 4.00
Oakmark Equity and Income Advisor OAYBX -4.87 -7.17 -8.14 -6.62 --- ---
Oppenheimer Moderate Inv C OCMIX -3.71 -7.16 -8.15 -6.72 3.34 2.90
JPMorgan Investor Balanced C OGBCX -3.21 -5.24 -6.77 -4.88 4.12 3.66
JPMorgan Investor Balanced A OGIAX -3.15 -4.69 -6.59 -4.25 4.75 4.23
JPMorgan Investor Balanced I OIBFX -3.15 -4.44 -6.58 -4.06 5.00 4.50
Oppenheimer Moderate Inv R ONMIX -3.65 -6.74 -8.10 -6.29 3.83 3.43
Osterweis Strategic Investment OSTVX -4.19 -6.33 -9.01 -5.83 5.47 3.24
Oppenheimer Moderate Inv Y OYMIX -3.68 -6.34 -7.98 -5.81 4.36 3.93
Putnam Dynamic Asset Allocation Bal R5 PAADX -4.51 -6.15 -8.95 -5.99 5.08 5.59
Putnam Dynamic Asset Allocation Bal R6 PAAEX -4.51 -6.09 -8.93 -5.90 5.18 5.69
Putnam Dynamic Asset Allocation Bal R PAARX -4.49 -6.57 -9.04 -6.41 4.54 5.06
Putnam Dynamic Asset Allocation Bal A PABAX -4.52 -6.41 -9.03 -6.19 4.79 5.31
Putnam Dynamic Asset Allocation Bal B PABBX -4.61 -7.06 -9.20 -6.90 4.02 4.52
PGIM Balanced C PABCX -4.27 -5.39 -8.30 -5.15 4.68 5.06
PGIM Balanced Z PABFX -4.19 -4.45 -8.10 -4.21 5.71 6.11
Putnam Dynamic Asset Allocation Bal M PABMX -4.53 -6.84 -9.11 -6.64 4.30 4.80
Putnam Dynamic Asset Allocation Bal Y PABYX -4.51 -6.15 -8.95 -5.99 5.07 5.58
T. Rowe Price Capital Appreciation Adv PACLX -3.11 0.76 -5.86 0.48 7.87 8.52
Powell Alternative Income Strategies Inv PAISX -3.98 --- -6.65 --- --- ---
PGIM 60/40 Allocation R6 PALDX -4.00 -3.35 -7.52 -3.12 --- ---
PGIM Balanced R PALRX -4.27 -5.28 -8.32 -5.04 5.06 5.50
Pax Balanced Institutional PAXIX -3.59 -3.61 -7.48 -3.40 5.07 5.09
Pax Balanced Individual Investor PAXWX -3.60 -3.83 -7.52 -3.62 4.79 4.83
PNC Balanced Allocation A PBAAX -3.57 -6.03 -7.28 -5.72 4.22 3.94
Principal SAM Balanced R3 PBAPX -3.53 -5.15 -7.18 -4.53 4.86 4.26
PNC Balanced Allocation C PBCCX -3.56 -6.70 -7.43 -6.43 3.47 3.21
PGIM Balanced B PBFBX -4.33 -5.65 -8.47 -5.41 4.54 4.98
PNC Balanced Allocation I PBLIX -3.59 -5.93 -7.26 -5.56 4.46 4.19
Pioneer Classic Balanced C PCBCX -4.24 -4.75 -7.31 -4.72 4.58 4.76
Pioneer Classic Balanced K PCBKX -4.21 -3.93 -7.18 -3.83 5.60 ---
Poplar Forest Cornerstone A PFCFX -6.29 -9.30 -12.03 -8.11 4.70 ---
RiskPro® PFG Balanced 20-30 R PFDBX -5.12 -6.55 -9.74 -6.77 --- ---
RiskPro® Dynamic 20-30 R PFJDX -4.30 --- -8.89 --- --- ---
George Putnam Balanced B PGEBX -3.62 -3.55 -7.56 -3.55 5.70 5.37
George Putnam Balanced R6 PGEJX -3.53 -2.50 -7.28 -2.45 6.88 6.54
George Putnam Balanced R5 PGELX -3.55 -2.59 -7.32 -2.54 6.80 6.44
George Putnam Balanced M PGEMX -3.57 -3.29 -7.47 -3.29 5.97 5.63
George Putnam Balanced A PGEOX -3.54 -2.86 -7.39 -2.82 6.50 6.15
George Putnam Balanced Y PGEYX -3.51 -2.61 -7.30 -2.56 6.76 6.42
George Putnam Balanced C PGPCX -3.65 -3.58 -7.57 -3.58 5.69 5.35
George Putnam Balanced R PGPRX -3.57 -3.10 -7.43 -3.10 6.24 5.88
Virtus Strategic Allocation A PHBLX -3.41 -5.25 -10.10 -4.89 4.50 3.23
PGIM Balanced A PIBAX -4.19 -4.69 -8.13 -4.45 5.42 5.80
PGIM Balanced R6 PIBQX -4.23 -4.40 -8.09 -4.16 --- ---
Plumb Balanced PLBBX -4.68 -1.46 -11.56 -1.39 8.41 7.55
DWS Multi-Asset Moderate Allocation C PLSCX -4.11 -7.62 -8.64 -7.00 1.99 2.18
DWS Multi-Asset Moderate Allocation A PLUSX -4.09 -6.92 -8.42 -6.32 2.75 2.95
Pacific Funds Port Optim Mod A POCAX -4.02 -6.76 -8.23 -6.31 4.38 3.59
Pacific Funds Port Optim Mod R POCRX -4.05 -6.99 -8.27 -6.57 4.11 3.33
Virtus Tactical Allocation C POICX -3.86 -6.92 -10.87 -6.55 3.89 2.35
Pacific Funds Port Optim Mod B POMBX -4.11 -7.41 -8.38 -6.98 3.59 2.83
Pacific Funds Port Optim Mod C POMCX -4.13 -7.44 -8.48 -7.07 3.59 2.81
Pacific Funds Port Optim Mod Adv POMDX -4.02 -6.55 -8.21 -6.12 4.62 3.83
DWS Multi-Asset Moderate Allocation S PPLSX -3.99 -6.63 -8.32 -6.06 3.02 3.21
T. Rowe Price Capital Appreciation PRWCX -3.08 1.03 -5.76 0.78 8.20 8.86
Principal SAM Balanced J PSAJX -3.51 -4.79 -7.12 -4.17 5.28 4.62
Virtus Strategic Allocation C PSBCX -3.50 -5.97 -10.25 -5.65 3.71 2.46
Principal SAM Balanced R5 PSBFX -3.52 -4.85 -7.09 -4.27 5.18 4.57
Principal SAM Balanced R1 PSBGX -3.59 -5.41 -7.24 -4.88 4.54 3.93
Principal SAM Balanced Inst PSBIX -3.52 -4.66 -7.08 -4.08 5.44 4.83
Principal SAM Balanced R4 PSBLX -3.52 -4.94 -7.12 -4.39 5.07 4.46
Principal SAM Balanced R2 PSBVX -3.54 -5.29 -7.19 -4.71 4.68 4.06
PSG Tactical Growth PSGTX -4.11 -8.26 -7.70 -7.67 0.34 -1.99
PGIM Real Assets A PUDAX -2.75 -7.78 -5.18 -5.85 1.42 -0.16
PGIM Real Assets B PUDBX -2.88 -8.68 -5.56 -6.82 0.56 -0.95
PGIM Real Assets C PUDCX -2.88 -8.53 -5.49 -6.54 0.66 -0.91
PGIM Real Assets R6 PUDQX -2.75 -7.46 -5.18 -5.45 1.78 ---
PGIM Real Assets Z PUDZX -2.74 -7.50 -5.19 -5.51 1.73 0.12
UBS US Allocation A PWTAX -5.10 -6.67 -10.07 -6.51 4.61 5.43
UBS US Allocation P PWTYX -5.08 -6.46 -10.02 -6.26 4.89 5.71
Federated MDT Balanced A QABGX -4.00 -2.50 -8.77 -2.55 5.80 5.11
Federated MDT Balanced C QCBGX -4.07 -3.23 -9.00 -3.32 5.01 4.32
Federated MDT Balanced Instl QIBGX -3.98 -2.28 -8.74 -2.30 6.06 5.38
Federated MDT Balanced R6 QKBGX -3.98 -2.28 -8.75 -2.29 5.94 5.09
American Funds American Balanced R2E RAMHX -3.33 -2.60 -5.74 -2.31 6.53 ---
Roumell Opportunistic Value Instl RAMSX -5.70 -5.40 -8.59 -4.45 9.88 -0.17
American Funds Moderate Gr & Inc R-1 RBAAX -2.99 -5.07 -6.21 -4.57 4.97 4.56
American Funds Moderate Gr & Inc R-2 RBABX -3.00 -5.09 -6.17 -4.57 4.98 4.55
American Funds Moderate Gr & Inc R-3 RBACX -2.92 -4.65 -6.04 -4.14 5.46 5.03
American Funds Moderate Gr & Inc R-4 RBAEX -2.91 -4.38 -5.95 -3.85 5.79 5.36
American Funds Moderate Gr & Inc R-5 RBAFX -2.90 -4.11 -5.93 -3.63 6.07 5.65
American Funds Moderate Gr & Inc R-6 RBAGX -2.90 -4.07 -5.92 -3.58 6.12 5.70
T. Rowe Price Balanced I RBAIX -3.25 -4.40 -7.03 -4.24 6.30 ---
American Funds Moderate Gr & Inc R-2E RBBEX -2.98 -4.82 -6.10 -4.32 5.30 ---
Russell Inv LifePoints Balanced Strat A RBLAX -2.13 -5.80 -4.72 -5.39 4.24 3.34
Russell Inv LifePoints Balanced Strat C RBLCX -2.28 -6.48 -4.93 -6.16 3.46 2.56
Russell Inv LifePoints Balanced Strat E RBLEX -2.12 -5.82 -4.72 -5.44 4.14 3.25
Russell Inv LifePoints Balanced Strat R1 RBLRX -2.19 -5.63 -4.70 -5.25 4.45 3.59
Russell Inv LifePoints Balanced Strat S RBLSX -2.19 -5.66 -4.71 -5.30 4.38 3.50
Russell Inv LifePoints Balanced Strat R4 RBLUX -2.21 -5.89 -4.80 -5.49 4.20 3.33
Russell Inv LifePoints Balanced Strat R5 RBLVX -2.12 -6.01 -4.78 -5.67 3.95 3.07
American Funds Retire Inc Port-Mod R1 RBRPX -2.36 -4.34 -4.14 -3.98 4.14 ---
American Funds Retire Inc Port-Enh R1 RCRPX -3.17 -5.12 -5.35 -4.68 5.31 ---
American Funds Retire Inc Port-Mod R2 RERPX -2.27 -4.16 -4.07 -3.83 4.45 ---
American Funds Retire Inc Port-Enh R2 RFRPX -3.09 -5.05 -5.28 -4.54 5.18 ---
American Funds Cnsrv Gr & Inc R-5E RGOFX -2.59 -2.92 -4.21 -2.49 6.24 ---
American Funds Moderate Gr & Inc R-5E RGPFX -2.91 -4.23 -5.96 -3.64 5.95 ---
American Funds Retire Inc Port-Mod R2E RHRPX -2.26 -3.58 -3.85 -3.12 4.98 ---
Rational Strategic Allocation C RHSCX -1.83 -3.00 -5.02 -2.13 --- ---
Rational Strategic Allocation Instl RHSIX -1.83 -2.07 -4.88 -1.19 --- ---
American Funds Cnsrv Gr & Inc R-2 RINBX -2.68 -3.79 -4.38 -3.41 5.25 3.86
American Funds Cnsrv Gr & Inc R-4 RINEX -2.59 -3.06 -4.18 -2.62 6.04 4.67
American Funds Cnsrv Gr & Inc R-5 RINFX -2.58 -2.76 -4.10 -2.39 6.37 4.97
American Funds Cnsrv Gr & Inc R-6 RINGX -2.58 -2.73 -4.16 -2.35 6.39 5.01
American Funds Retire Inc Port-Enh R2E RIRPX -2.99 -4.41 -5.08 -3.85 5.88 ---
American Funds Retire Inc Port-Mod R3 RKRPX -2.27 -3.93 -3.93 -3.55 4.73 ---
American Funds American Balanced R1 RLBAX -3.34 -2.87 -5.80 -2.62 6.20 6.09
American Funds American Balanced R2 RLBBX -3.38 -2.90 -5.83 -2.64 6.20 6.10
American Funds American Balanced R3 RLBCX -3.34 -2.47 -5.71 -2.18 6.68 6.55
American Funds American Balanced R4 RLBEX -3.32 -2.21 -5.66 -1.91 6.99 6.87
American Funds American Balanced R5 RLBFX -3.28 -1.91 -5.54 -1.57 7.32 7.20
American Funds American Balanced R6 RLBGX -3.28 -1.87 -5.54 -1.56 7.37 7.25
American Funds American Balanced R5E RLEFX -3.29 -2.00 -5.59 -1.68 7.20 ---
American Funds Retire Inc Port-Enh R3 RLRPX -3.00 -4.82 -5.15 -4.27 5.40 ---
RiverFront Asset Allocation Moderate Inv RMIAX -3.90 -6.72 -8.40 -6.51 3.45 3.29
RiverFront Asset Allocation Moderate C RMICX -3.95 -7.46 -8.60 -7.29 2.66 2.51
RiverFront Asset Allocation Moderate I RMIIX -3.81 -6.53 -8.33 -6.27 3.70 3.53
RiverFront Asset Allocation Moderate A RMOAX -3.81 --- -8.39 --- --- ---
American Funds Cnsrv Gr & Inc R-2E RNBEX -2.59 -3.46 -4.35 -3.15 5.71 ---
American Funds Cnsrv Gr & Inc R-1 RNCAX -2.68 -3.84 -4.47 -3.47 5.23 3.87
American Funds Cnsrv Gr & Inc R-3 RNCCX -2.59 -3.34 -4.26 -2.91 5.72 4.34
RiverNorth Core Opportunity I RNCIX -4.83 -7.50 -8.87 -6.14 7.67 ---
RiverNorth Core Opportunity R RNCOX -4.83 -7.70 -8.86 -6.41 7.41 4.65
American Funds Retire Inc Port-Mod R4 RNRPX -2.27 -3.73 -3.96 -3.35 4.84 ---
T. Rowe Price Balanced RPBAX -3.21 -4.48 -7.03 -4.32 6.15 5.47
American Funds Retire Inc Port-Enh R4 RPRPX -2.99 -4.46 -5.08 -3.97 5.75 ---
American Funds Retire Inc Port-Mod R5E RRPPX -2.26 -3.54 -3.85 -3.11 5.05 ---
American Funds Retire Inc Port-Enh R5E RRQPX -3.08 -4.39 -5.08 -3.84 5.90 ---
American Funds Retire Inc Port-Mod R5 RRRPX -2.26 -3.49 -3.90 -3.06 4.98 ---
Regal Total Return A RTRTX -4.38 -7.33 -8.06 -6.67 3.83 ---
American Funds Retire Inc Port-Mod R6 RURPX -2.17 -3.37 -3.80 -2.93 5.13 ---
American Funds Retire Inc Port-Enh R6 RVRPX -3.07 -4.32 -5.12 -3.75 5.96 ---
American Funds Retire Inc Port-Enh R5 RXRPX -3.07 -4.34 -5.06 -3.79 5.84 ---
Principal SAM Balanced A SABPX -3.59 -4.95 -7.17 -4.39 5.10 4.49
Saratoga Moderately Agrsv Bal Allc A SAMAX -4.77 -6.58 -9.30 --- --- ---
Saratoga Moderately Agrsv Bal Allc C SAMCX -4.77 -6.58 -9.30 --- --- ---
Saratoga Moderately Agrsv Bal Allc I SAMIX -7.54 -9.30 -11.94 --- --- ---
Touchstone Balanced C SBACX -4.42 -2.65 -6.65 -2.72 6.02 5.17
QS Conservative Growth A SBBAX -2.95 -4.50 -6.03 -3.99 4.87 3.89
Saratoga Moderately Cnsrv Bal Allc C SBCCX -6.98 -9.40 -11.26 --- --- ---
Saratoga Moderate Balanced Allc C SBMCX -4.38 -4.28 -7.97 --- --- ---
Saratoga Moderate Balanced Allc I SBMIX -4.34 -4.24 -7.92 --- --- ---
QS Conservative Growth C SCBCX -2.97 -5.13 -6.17 -4.69 4.11 3.13
Principal SAM Balanced C SCBPX -3.65 -5.67 -7.34 -5.11 4.31 3.70
Sextant Core SCORX -3.83 -4.65 -7.02 -4.34 4.71 3.36
Touchstone Balanced A SEBLX -4.34 -1.95 -6.48 -1.95 6.84 5.97
1919 Socially Responsive Balanced B SESIX -4.40 -1.72 -9.10 -2.22 5.92 5.01
1919 Socially Responsive Balanced C SESLX -4.46 -1.71 -9.14 -2.20 6.07 5.18
Wells Fargo Index Asset Allocation A SFAAX -4.00 -2.25 -7.18 -2.31 5.67 7.41
Great-West SecureFoundation® Bal ETF A SFBPX -3.80 -5.24 -7.77 -4.76 5.44 4.76
Sit Balanced SIBAX -4.18 -2.41 -7.44 -2.67 6.29 6.63
Touchstone Balanced Y SIBLX -4.28 -1.71 -6.38 -1.74 7.09 6.22
Saratoga Moderately Cnsrv Bal Allc A SMACX -6.98 -9.40 -11.26 --- --- ---
SEI Conservative Strategy Allc F (SAAT) SMGAX -3.70 -1.28 -5.82 -1.57 7.01 7.22
Saratoga Moderately Cnsrv Bal Allc I SMICX -6.98 -9.40 -11.26 --- --- ---
Saratoga Moderate Balanced Allc A SMPAX -7.19 -7.10 -10.67 --- --- ---
Stringer Moderate Growth A SRQAX -3.95 -7.08 -8.78 -6.21 3.13 ---
Stringer Moderate Growth C SRQCX -4.07 -7.83 -8.93 -7.01 2.36 ---
Stringer Moderate Growth Institutional SRQIX -3.93 -6.88 -8.75 -6.01 3.38 ---
1919 Socially Responsive Balanced A SSIAX -4.39 -1.01 -8.96 -1.45 6.85 5.96
SEI Defensive Strategy Allc F (SAAT) STDAX -3.42 -1.27 -5.57 -1.44 7.08 6.89
State Farm Balanced STFBX -4.00 -3.30 -5.48 -2.89 5.64 5.63
JHancock Balanced A SVBAX -4.36 -4.31 -8.03 -4.36 5.68 5.09
JHancock Balanced B SVBBX -4.45 -5.00 -8.20 -5.04 4.95 4.35
JHancock Balanced C SVBCX -4.45 -5.00 -8.24 -5.04 4.92 4.35
JHancock Balanced I SVBIX -4.38 -4.07 -7.99 -4.11 5.99 5.40
Savos Dynamic Hedging SVDHX -6.09 -10.88 -11.67 -11.10 4.80 ---
Schwab MarketTrack Balanced SWBGX -3.81 -4.90 -7.59 -4.50 5.35 4.47
Schwab Balanced SWOBX -4.19 -4.01 -8.67 -3.86 5.34 5.58
Transamerica Asset Alloc Interm Hrzn R4 TAAFX -3.22 -4.67 -7.21 -4.24 4.04 3.73
Transamerica Asset Alloc Interm Hrzn R TAARX -3.22 -4.84 -7.27 -4.47 --- ---
Transamerica Multi-Managed Balanced R6 TAMMX -3.79 -3.19 -7.10 -3.14 6.13 ---
Transamerica Multi-Mgd Balanced I TBLIX -3.83 -3.31 -7.13 -3.25 6.00 6.16
Transamerica Balanced II R TBLRX -3.79 -3.53 -7.19 -3.51 5.74 5.92
Transamerica Balanced II I3 TBLTX -3.78 -3.06 -7.15 -2.99 --- ---
Thrivent Moderate Allocation A THMAX -3.50 -4.51 -7.09 -4.06 5.16 4.42
Dreyfus Balanced Opportunity J THPBX -4.69 -3.11 -8.36 -2.64 6.14 5.62
Centaur Total Return TILDX -4.69 -3.73 -8.68 -3.66 6.64 4.94
TIAA-CREF Managed Allc Inst TIMIX -3.77 -6.41 -8.40 -5.90 5.45 4.86
TIAA-CREF Managed Allc Retail TIMRX -3.83 -6.64 -8.50 -6.20 5.17 4.59
TIAA-CREF Managed Allc R TITRX -3.76 -6.57 -8.45 -6.14 5.20 4.61
Thrivent Moderate Allocation S TMAIX -3.49 -4.24 -7.01 -3.79 5.47 4.73
Transamerica Asset Allocation Mod Gr I TMGIX -4.12 -7.78 -8.88 -6.81 4.88 4.40
Transamerica Asset Allocation Mod Gr Adv TMGQX -4.03 -7.82 -8.84 -6.84 --- ---
Transamerica Asset Allocation Mod Gr T1 TMGUX -4.10 -7.88 -8.90 -6.96 --- ---
Timothy Plan Defensive Strategies A TPDAX -2.68 -6.84 -4.14 -4.85 2.20 0.45
Timothy Plan Defensive Strategies C TPDCX -2.82 -7.51 -4.34 -5.57 1.39 -0.33
Timothy Plan Defensive Strategies I TPDIX -2.68 -6.60 -4.05 -4.57 2.45 0.69
T. Rowe Price Personal Strat Bal I TPPAX -2.94 -4.06 -6.33 -3.78 --- ---
T. Rowe Price Capital Appreciation I TRAIX -3.08 1.14 -5.76 0.89 8.32 ---
Catalyst/SMH Total Return Income C TRICX -3.62 -6.31 -9.97 -6.00 11.38 -2.54
Catalyst/SMH Total Return Income A TRIFX -3.78 -5.65 -9.79 -5.29 12.20 -1.81
Catalyst/SMH Total Return Income I TRIIX -3.77 -5.45 -9.96 -5.28 12.41 -1.57
T. Rowe Price Personal Strat Bal TRPBX -2.98 -4.18 -6.37 -3.90 6.38 5.35
Timothy Plan Strategic Growth A TSGAX -5.38 -11.68 -10.86 -10.49 1.15 0.44
Timothy Plan Strategic Growth C TSGCX -5.39 -12.37 -10.96 -11.16 0.39 -0.30
TIAA-CREF Lifestyle Moderate Instl TSIMX -3.77 -6.58 -8.59 -6.11 5.26 4.71
TIAA-CREF Lifestyle Moderate Advisor TSMHX -3.69 -6.56 -8.54 -6.09 5.22 ---
TIAA-CREF Lifestyle Moderate Retail TSMLX -3.77 -6.83 -8.65 -6.37 4.99 4.42
TIAA-CREF Lifestyle Moderate Premier TSMPX -3.80 -6.75 -8.63 -6.22 5.10 4.55
TIAA-CREF Lifestyle Moderate Retirement TSMTX -3.84 -6.82 -8.64 -6.35 4.98 4.44
American Century Balanced Inv TWBIX -3.60 -3.71 -7.86 -3.71 5.49 5.10
American Century Strat Allc: Mod Inv TWSMX -3.89 -5.95 -8.29 -5.45 4.89 4.29
USAA Cornerstone Moderately Agrsv USCRX -3.23 -7.00 -6.84 -6.27 3.90 2.75
Vanguard Balanced Index I VBAIX -3.72 -2.29 -7.22 -2.29 6.60 6.44
Vanguard Balanced Index Adm VBIAX -3.75 -2.32 -7.22 -2.30 6.58 6.44
Vanguard Balanced Index Inv VBINX -3.72 -2.41 -7.22 -2.38 6.47 6.30
VALIC Company I Asset Allocation VCAAX -4.17 -9.28 -9.39 -8.68 3.19 3.48
VALIC Company I Dynamic Allocation VDAFX -3.91 -6.35 -8.84 -6.21 5.65 3.86
Vanguard STAR Inv VGSTX -3.65 -4.85 -7.93 -4.47 6.29 5.68
Vanguard Global Wellington Admiral VGWAX -3.69 -4.04 -5.92 -3.44 --- ---
Vanguard Global Wellington Investor VGWLX -3.71 -4.15 -5.95 -3.51 --- ---
Virtus Herzfeld A VHFAX -5.95 -8.33 -10.93 -6.80 7.70 5.59
Virtus Herzfeld C VHFCX -5.98 -8.94 -11.09 -7.52 6.88 4.79
Virtus Herzfeld I VHFIX -5.94 -8.09 -10.93 -6.66 7.95 5.86
Value Line Asset Allocation Investor VLAAX -4.16 2.16 -7.71 2.08 7.62 6.53
Value Line Asset Allocation Instl VLAIX -4.15 2.37 -7.67 2.31 7.88 ---
VALIC Company II Moderate Gr Lifestyle VMGLX -4.02 -6.17 -8.60 -5.67 5.01 4.12
Vanguard Managed Payout Investor VPGDX -2.78 -5.20 -5.00 -4.53 5.02 4.40
VY® T. Rowe Price Capital Apprec R6 VPRAX -3.06 1.12 -5.74 0.87 --- ---
Vanguard LifeStrategy Moderate Gr Inv VSMGX -3.17 -4.65 -6.56 -4.15 5.60 5.04
Vanguard Wellington™ Inv VWELX -3.77 -2.86 -5.90 -2.58 7.35 6.88
Vanguard Wellington™ Admiral™ VWENX -3.77 -2.80 -5.89 -2.52 7.42 6.96
Voya Solution Balanced Port R6 VYRLX -3.93 -5.88 -7.38 -5.33 --- ---
TETON Westwood Balanced I WBBIX -4.44 -2.60 -6.36 -2.03 6.05 5.73
TETON Westwood Balanced C WBCCX -4.59 -3.62 -6.71 -3.07 4.94 4.68
InvestEd Balanced WBLAX -3.46 -4.21 -6.84 -3.70 4.56 4.24
Wilmington Diversified Income A WDIAX -3.35 -4.59 -5.95 -3.83 4.48 3.37
Wilmington Diversified Income I WDIIX -3.25 -4.31 -5.79 -3.49 4.75 3.66
TETON Westwood Balanced AAA WEBAX -4.58 -2.94 -6.55 -2.37 5.74 5.46
TETON Westwood Balanced A WEBCX -4.54 -3.16 -6.57 -2.60 5.49 5.19
Wells Fargo Index Asset Allocation Admin WFAIX -3.98 -2.08 -7.15 -2.16 5.85 7.63
Wells Fargo Index Asset Allocation C WFALX -4.00 -2.89 -7.33 -3.03 4.90 6.62
Wells Fargo Index Asset Allocation Instl WFATX -3.97 -1.92 -7.10 -1.98 --- ---
Wells Fargo Growth Balanced A WFGBX -4.55 -6.12 -8.69 -5.72 4.75 4.79
Wells Fargo Growth Balanced C WFGWX -4.59 -6.79 -8.85 -6.42 3.97 4.01
Wells Fargo WealthBuilder Gr Bal A WGBAX -4.12 -6.06 -8.06 -5.46 --- ---
Wells Fargo WealthBuilder Gr Bal C WGBFX -4.25 -6.73 -8.30 -6.25 4.30 3.39
Wells Fargo WealthBuilder Gr Bal Instl WGBIX -4.12 --- -8.13 --- --- ---
Westwood Income Opportunity Instl WHGIX -3.80 -4.05 -5.98 -3.73 4.71 4.34
WesMark Balanced WMBLX -4.42 -3.99 -6.83 -4.04 5.27 4.61
Westwood Income Opportunity A WWIAX -3.80 -4.30 -6.05 -3.99 4.45 4.08
Westwood Worldwide Income Opp Instl WWIOX -3.05 -4.21 -5.25 -4.10 3.38 ---
Loomis Sayles Multi-Asset Income Y YIDPX -3.98 -7.56 -8.07 -7.13 4.99 5.25
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