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

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Data through 9/17/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Allocation--50% to 70% Equity 2.36 13.89 2.97 4.45 7.73 5.41
Aberdeen Income Builder A AAADX --- --- --- --- --- ---
Cavanal Hill Active Core A AABAX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal C AABCX --- --- --- --- --- ---
American Beacon Balanced Inv AABPX --- --- --- --- --- ---
Cavanal Hill Active Core C AACBX --- --- --- --- --- ---
American Beacon Balanced Instl AADBX --- --- --- --- --- ---
Aberdeen Income Builder Instl AADDX --- --- --- --- --- ---
American Funds American Balanced A ABALX --- --- --- --- --- ---
American Beacon Balanced C ABCCX --- --- --- --- --- ---
American Beacon Balanced A ABFAX --- --- --- --- --- ---
American Century Balanced R5 ABGNX --- --- --- --- --- ---
American Century Balanced I ABINX --- --- --- --- --- ---
Invesco Moderate Allocation Y ABKYX --- --- --- --- --- ---
Alger Balanced I-2 ABLOX --- --- --- --- --- ---
American Beacon Balanced Adv ABLSX --- --- --- --- --- ---
AB All Market Total Return A ABWAX --- --- --- --- --- ---
AB All Market Total Return B ABWBX --- --- --- --- --- ---
AB All Market Total Return C ABWCX --- --- --- --- --- ---
AB All Market Total Return I ABWIX --- --- --- --- --- ---
AB All Market Total Return K ABWKX --- --- --- --- --- ---
AB All Market Total Return R ABWRX --- --- --- --- --- ---
AB All Market Total Return Advisor ABWYX --- --- --- --- --- ---
American Beacon Balanced Y ACBYX --- --- --- --- --- ---
Invesco Equity and Income A ACEIX --- --- --- --- --- ---
Invesco Equity and Income R5 ACEKX --- --- --- --- --- ---
Invesco Equity and Income C ACERX --- --- --- --- --- ---
Invesco Equity and Income R ACESX --- --- --- --- --- ---
Invesco Equity and Income Y ACETX --- --- --- --- --- ---
American Century Strat Allc: Mod A ACOAX --- --- --- --- --- ---
American Funds American Balanced F3 AFMBX --- --- --- --- --- ---
Cavanal Hill Active Core Institutional AIBLX --- --- --- --- --- ---
American Funds American Balanced F2 AMBFX --- --- --- --- --- ---
Invesco Moderate Allocation A AMKAX --- --- --- --- --- ---
Invesco Moderate Allocation C AMKCX --- --- --- --- --- ---
Invesco Moderate Allocation R AMKRX --- --- --- --- --- ---
Invesco Moderate Allocation S AMKSX --- --- --- --- --- ---
Invesco Moderate Allocation R5 AMLIX --- --- --- --- --- ---
Invesco Moderate Allocation R6 AMLSX --- --- --- --- --- ---
Pioneer Classic Balanced A AOBLX --- --- --- --- --- ---
American Century One Choice Mod Inv AOMIX --- --- --- --- --- ---
American Century One Choice Mod R AORMX --- --- --- --- --- ---
Cavanal Hill Active Core Investor APBAX --- --- --- --- --- ---
Archer Balanced ARCHX --- --- --- --- --- ---
American Century Strat Allc: Mod I ASAMX --- --- --- --- --- ---
American Century Strat Allc: Mod R6 ASMDX --- --- --- --- --- ---
American Century Strat Allc: Mod R ASMRX --- --- --- --- --- ---
American Century Strat Allc: Mod R5 ASMUX --- --- --- --- --- ---
American Century Strat Allc: Mod C ASTCX --- --- --- --- --- ---
CIBC Atlas Income Opportunities Instl AWIIX --- --- --- --- --- ---
Pioneer Classic Balanced Y AYBLX --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Inv A BAGPX --- --- --- --- --- ---
American Funds American Balanced C BALCX --- --- --- --- --- ---
American Funds American Balanced F1 BALFX --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal A BAMGX --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Inv C BCGPX --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal I BCGTX --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal C BCMCX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp C BFLAX --- --- --- --- --- ---
BMO Balanced Allocation I BGRHX --- --- --- --- --- ---
BMO Balanced Allocation R6 BGRQX --- --- --- --- --- ---
BMO Balanced Allocation R3 BGRRX --- --- --- --- --- ---
BMO Balanced Allocation Y BGRYX --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Instl BIGPX --- --- --- --- --- ---
BlackRock 60/40 Target Allocation K BKGPX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F BLAFX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R2 BLAQX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R3 BLARX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R4 BLASX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R5 BLATX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R6 BLAVX --- --- --- --- --- ---
American Funds Moderate Gr & Inc A BLPAX --- --- --- --- --- ---
American Funds Moderate Gr & Inc C BLPCX --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-3 BLPDX --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-2 BLPEX --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-1 BLPFX --- --- --- --- --- ---
BlackRock 60/40 Target Allocation R BRGPX --- --- --- --- --- ---
Bruce BRUFX --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-A CBAAX --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-E CBAEX --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-F-1 CBAFX --- --- --- --- --- ---
American Funds Moderate Gr & Inc ABLE-A CBAGX --- --- --- --- --- ---
Calvert Balanced I CBAIX --- --- --- --- --- ---
Columbia Balanced Inst CBALX --- --- --- --- --- ---
Calvert Balanced R6 CBARX --- --- --- --- --- ---
Columbia Balanced Adv CBDRX --- --- --- --- --- ---
Columbia Balanced Inst3 CBDYX --- --- --- --- --- ---
Columbia Balanced A CBLAX --- --- --- --- --- ---
Columbia Balanced C CBLCX --- --- --- --- --- ---
CornerCap Balanced CBLFX --- --- --- --- --- ---
Columbia Balanced R CBLRX --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-C CBPCX --- --- --- --- --- ---
Pioneer Classic Balanced R CBPRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Adv CGBRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv V CGGTX --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income C CIDPX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-A CIPAX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-C CIPCX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-E CIPEX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-F-1 CIPFX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc ABLE-A CIPGX --- --- --- --- --- ---
Calvert Moderate Allocation I CLAIX --- --- --- --- --- ---
American Funds American Balanced 529A CLBAX --- --- --- --- --- ---
American Funds American Balanced 529C CLBCX --- --- --- --- --- ---
American Funds American Balanced 529E CLBEX --- --- --- --- --- ---
American Funds American Balanced 529F CLBFX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv R CLBRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst2 CLHRX --- --- --- --- --- ---
Columbia Balanced Inst2 CLREX --- --- --- --- --- ---
Calvert Moderate Allocation A CMAAX --- --- --- --- --- ---
Calvert Moderate Allocation C CMACX --- --- --- --- --- ---
Concorde Wealth Management CONWX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst3 CPHNX --- --- --- --- --- ---
Calvert Balanced C CSGCX --- --- --- --- --- ---
Calvert Balanced A CSIFX --- --- --- --- --- ---
American Funds College 2030 529A CTHAX --- --- --- --- --- ---
American Funds College 2030 529E CTHEX --- --- --- --- --- ---
American Funds College 2030 529F1 CTHFX --- --- --- --- --- ---
American Funds College 2030 529C CTYCX --- --- --- --- --- ---
Davenport Balanced Income DBALX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity A DBOAX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity C DBOCX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity I DBORX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity Y DBOYX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity Z DBOZX --- --- --- --- --- ---
Delaware Wealth Builder R DDDRX --- --- --- --- --- ---
Delaware Wealth Builder A DDIAX --- --- --- --- --- ---
Delaware Wealth Builder C DDICX --- --- --- --- --- ---
Delaware Wealth Builder Institutional DDIIX --- --- --- --- --- ---
Delaware Strategic Allocation A DFBAX --- --- --- --- --- ---
Delaware Strategic Allocation C DFBCX --- --- --- --- --- ---
Delaware Strategic Allocation R DFBRX --- --- --- --- --- ---
Delaware Strategic Allocation Ins DFFIX --- --- --- --- --- ---
DFA Global Allocation 60/40 R2 DFPRX --- --- --- --- --- ---
DFA Global Allocation 60/40 I DGSIX --- --- --- --- --- ---
Dodge & Cox Balanced DODBX --- --- --- --- --- ---
Arrow DWA Balanced A DWAFX --- --- --- --- --- ---
Arrow DWA Balanced Institutional DWANX --- --- --- --- --- ---
Arrow DWA Balanced C DWATX --- --- --- --- --- ---
Wells Fargo Asset Allocation A EAAFX --- --- --- --- --- ---
Wells Fargo Asset Allocation Inst EAAIX --- --- --- --- --- ---
Wells Fargo Asset Allocation C EACFX --- --- --- --- --- ---
Wells Fargo Asset Allocation Admin EAIFX --- --- --- --- --- ---
MFS Moderate Allocation 529A EAMDX --- --- --- --- --- ---
MFS Total Return 529A EATRX --- --- --- --- --- ---
Wells Fargo Asset Allocation R EAXFX --- --- --- --- --- ---
MFS Moderate Allocation 529B EBMDX --- --- --- --- --- ---
MFS Total Return 529B EBTRX --- --- --- --- --- ---
Eaton Vance Balanced C ECIFX --- --- --- --- --- ---
MFS Moderate Allocation 529C ECMAX --- --- --- --- --- ---
MFS Total Return 529C ECTRX --- --- --- --- --- ---
Eaton Vance Balanced I EIIFX --- --- --- --- --- ---
Elfun Diversified ELDFX --- --- --- --- --- ---
Eaton Vance Balanced B EMIFX --- --- --- --- --- ---
Eaton Vance Balanced R ERIFX --- --- --- --- --- ---
Eaton Vance Balanced R6 ESIFX --- --- --- --- --- ---
Eventide Multi-Asset Income A ETAMX --- --- --- --- --- ---
Eventide Multi-Asset Income C ETCMX --- --- --- --- --- ---
Eventide Multi-Asset Income I ETIMX --- --- --- --- --- ---
Eventide Multi-Asset Income N ETNMX --- --- --- --- --- ---
E-Valuator Moderate (50%-70%) RMS R4 EVFMX --- --- --- --- --- ---
Eaton Vance Balanced A EVIFX --- --- --- --- --- ---
E-Valuator Moderate (50%-70%)RMS Service EVMLX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% I FAAIX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% A FAASX --- --- --- --- --- ---
Fidelity Advisor® Balanced C FABCX --- --- --- --- --- ---
Fidelity Advisor® Balanced A FABLX --- --- --- --- --- ---
Fidelity Advisor® Balanced M FAIGX --- --- --- --- --- ---
Fidelity Advisor® Balanced I FAIOX --- --- --- --- --- ---
AIG Multi-Asset Allocation A FASAX --- --- --- --- --- ---
Fidelity Asset Manager® 70% FASGX --- --- --- --- --- ---
AIG Active Allocation A FBAAX --- --- --- --- --- ---
AIG Active Allocation B FBABX --- --- --- --- --- ---
AIG Active Allocation C FBACX --- --- --- --- --- ---
Fidelity® Balanced K FBAKX --- --- --- --- --- ---
Fidelity® Balanced FBALX --- --- --- --- --- ---
Franklin Managed Income R FBFQX --- --- --- --- --- ---
Franklin Managed Income R6 FBFRX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F1 FBFWX --- --- --- --- --- ---
Franklin Managed Income Adv FBFZX --- --- --- --- --- ---
Franklin Managed Income A FBLAX --- --- --- --- --- ---
Franklin Managed Income C FBMCX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% C FCASX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F1 FCFWX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F2 FGFWX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F2 FHFWX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F3 FIEWX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F3 FIMWX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% Z FIQAX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% Z FIQBX --- --- --- --- --- ---
First Investors Total Return A FITRX --- --- --- --- --- ---
First Investors Total Return Adv FITUX --- --- --- --- --- ---
First Investors Total Return Instl FITVX --- --- --- --- --- ---
AIG Multi-Asset Allocation B FMABX --- --- --- --- --- ---
AIG Multi-Asset Allocation C FMATX --- --- --- --- --- ---
Franklin Moderate Allocation A FMTIX --- --- --- --- --- ---
Franklin Moderate Allocation Advisor FMTZX --- --- --- --- --- ---
Franklin NextStep Moderate A FNMDX --- --- --- --- --- ---
Franklin NextStep Moderate C FNMFX --- --- --- --- --- ---
Franklin NextStep Moderate Advisor FNMZX --- --- --- --- --- ---
Tributary Balanced Instl FOBAX --- --- --- --- --- ---
Tributary Balanced Instl Plus FOBPX --- --- --- --- --- ---
FPA Crescent FPACX --- --- --- --- --- ---
Fidelity® Puritan® K FPUKX --- --- --- --- --- ---
Fidelity® Puritan® FPURX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% A FSAAX --- --- --- --- --- ---
Fidelity Asset Manager® 60% FSANX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% M FSATX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% C FSCNX --- --- --- --- --- ---
Nuveen Strategy Balanced Allc A FSGNX --- --- --- --- --- ---
Nuveen Strategy Growth Allocation I FSGYX --- --- --- --- --- ---
Nuveen Strategy Balanced Allc C FSKCX --- --- --- --- --- ---
Nuveen Strategy Balanced Allc R3 FSKSX --- --- --- --- --- ---
Nuveen Strategy Balanced Allc I FSKYX --- --- --- --- --- ---
Nuveen Strategy Growth Allocation A FSNAX --- --- --- --- --- ---
Nuveen Strategy Growth Allocation C FSNCX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% I FSNIX --- --- --- --- --- ---
Nuveen Strategy Growth Allocation R3 FSNSX --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% M FTASX --- --- --- --- --- ---
Franklin Moderate Allocation R FTMRX --- --- --- --- --- ---
Franklin Moderate Allocation C FTMTX --- --- --- --- --- ---
Fidelity Advisor® Balanced Z FZAAX --- --- --- --- --- ---
Green Century Balanced GCBLX --- --- --- --- --- ---
GuideStone Funds Defensv Mkt Strats Inst GDMYX --- --- --- --- --- ---
GuideStone Funds Defensv Mkt Strats Inv GDMZX --- --- --- --- --- ---
Nationwide Inv Dest Mod R6 GMDIX --- --- --- --- --- ---
Nationwide Inv Dest Mod R GMDRX --- --- --- --- --- ---
Greenspring GRSPX --- --- --- --- --- ---
Goldman Sachs Tactical Tilt Overlay P GSLPX --- --- --- --- --- ---
Hartford Balanced HLS IA HADAX --- --- --- --- --- ---
Hartford Balanced HLS IB HAIBX --- --- --- --- --- ---
Hartford Moderate Allocation A HBAAX --- --- --- --- --- ---
Hartford Moderate Allocation C HBACX --- --- --- --- --- ---
Hartford Moderate Allocation F HBADX --- --- --- --- --- ---
Rational Strategic Allocation A HBAFX --- --- --- --- --- ---
Hartford Moderate Allocation I HBAIX --- --- --- --- --- ---
Hartford Moderate Allocation R3 HBARX --- --- --- --- --- ---
Hartford Moderate Allocation R4 HBASX --- --- --- --- --- ---
Hartford Moderate Allocation R5 HBATX --- --- --- --- --- ---
Hennessy Balanced Investor HBFBX --- --- --- --- --- ---
Hartford Checks and Balances A HCKAX --- --- --- --- --- ---
Hartford Checks and Balances C HCKCX --- --- --- --- --- ---
Hartford Checks and Balances F HCKFX --- --- --- --- --- ---
Hartford Checks and Balances I HCKIX --- --- --- --- --- ---
Hartford Checks and Balances R3 HCKRX --- --- --- --- --- ---
Hartford Checks and Balances R4 HCKSX --- --- --- --- --- ---
Hartford Checks and Balances R5 HCKTX --- --- --- --- --- ---
Hennessy Total Return Investor HDOGX --- --- --- --- --- ---
Hennessy Equity and Income Investor HEIFX --- --- --- --- --- ---
Hennessy Equity and Income Institutional HEIIX --- --- --- --- --- ---
Holland Balanced HOLBX --- --- --- --- --- ---
Highland Total Return A HTAAX --- --- --- --- --- ---
Highland Total Return C HTACX --- --- --- --- --- ---
Highland Total Return Y HTAYX --- --- --- --- --- ---
Hotchkis & Wiley Capital Income A HWIAX --- --- --- --- --- ---
Hotchkis & Wiley Capital Income I HWIIX --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced A IBALX --- --- --- --- --- ---
Ivy Balanced N IBARX --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced C IBLLX --- --- --- --- --- ---
Ivy Balanced A IBNAX --- --- --- --- --- ---
Ivy Balanced B IBNBX --- --- --- --- --- ---
Ivy Balanced C IBNCX --- --- --- --- --- ---
Ivy Balanced Y IBNYX --- --- --- --- --- ---
Voya Balanced Port I IBPIX --- --- --- --- --- ---
Voya Balanced Port S IBPSX --- --- --- --- --- ---
Intrepid Capital Investor ICMBX --- --- --- --- --- ---
Intrepid Capital Institutional ICMVX --- --- --- --- --- ---
Invesco Equity and Income R6 IEIFX --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income A IIDPX --- --- --- --- --- ---
Voya Strategic Allocation Mod Port I IIMDX --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr R IMGRX --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr A IMLAX --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr C IMLLX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc A INPAX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc C INPCX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-3 INPDX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-2 INPEX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-1 INPFX --- --- --- --- --- ---
ICON Risk-Managed Balanced A IOCAX --- --- --- --- --- ---
ICON Risk-Managed Balanced C IOCCX --- --- --- --- --- ---
ICON Risk-Managed Balanced S IOCZX --- --- --- --- --- ---
Poplar Forest Cornerstone Institutional IPFCX --- --- --- --- --- ---
Voya Retirement Moderate Growth Port I IRGMX --- --- --- --- --- ---
Voya Retirement Moderate Growth Port A IRMGX --- --- --- --- --- ---
Voya Solution Balanced Port A ISGAX --- --- --- --- --- ---
Voya Solution Balanced Port I ISGJX --- --- --- --- --- ---
Voya Solution Balanced Port S ISGKX --- --- --- --- --- ---
Voya Solution Balanced Port S2 ISGTX --- --- --- --- --- ---
Voya Strategic Allocation Mod Port S ISMDX --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec S ITCSX --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec S2 ITCTX --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec A ITRAX --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec I ITRIX --- --- --- --- --- ---
VY® Invesco Equity and Income A IUAAX --- --- --- --- --- ---
VY® Invesco Equity and Income I IUAIX --- --- --- --- --- ---
VY® Invesco Equity and Income S IUASX --- --- --- --- --- ---
VY® Invesco Equity and Income S2 IVIPX --- --- --- --- --- ---
Ivy Balanced R IYBFX --- --- --- --- --- ---
Ivy Balanced I IYBIX --- --- --- --- --- ---
Janus Henderson Balanced T JABAX --- --- --- --- --- ---
Janus Henderson Balanced C JABCX --- --- --- --- --- ---
Janus Henderson VIT Balanced Instl JABLX --- --- --- --- --- ---
Janus Henderson Balanced N JABNX --- --- --- --- --- ---
Janus Henderson Balanced S JABRX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal A JALBX --- --- --- --- --- ---
Janus Henderson Balanced D JANBX --- --- --- --- --- ---
JHancock Balanced R4 JBAFX --- --- --- --- --- ---
JHancock Balanced R3 JBAHX --- --- --- --- --- ---
Janus Henderson Balanced I JBALX --- --- --- --- --- ---
JHancock Balanced R1 JBAOX --- --- --- --- --- ---
JHancock Balanced R2 JBATX --- --- --- --- --- ---
JHancock Balanced R5 JBAVX --- --- --- --- --- ---
JHancock Balanced R6 JBAWX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal B JBLBX --- --- --- --- --- ---
JHFunds2 Capital Appreciation Value NAV JCAVX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal C JCLBX --- --- --- --- --- ---
Janus Henderson Balanced A JDBAX --- --- --- --- --- ---
Janus Henderson Balanced R JDBRX --- --- --- --- --- ---
JPMorgan Diversified A JDVAX --- --- --- --- --- ---
JPMorgan Diversified C JDVCX --- --- --- --- --- ---
JPMorgan Diversified I JDVSX --- --- --- --- --- ---
JPMorgan Diversified R6 JDVZX --- --- --- --- --- ---
JPMorgan Investor Balanced R6 JFQUX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal 5 JHLAX --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Bal 1 JIBOX --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Bal R6 JIBRX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal 1 JILBX --- --- --- --- --- ---
JPMorgan Diversified L JPDVX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R1 JPLBX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R2 JQLBX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R3 JRLBX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R4 JSLBX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal I JTBIX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R5 JTSBX --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R6 JULBX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp A LABFX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp P LABPX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp I LABYX --- --- --- --- --- ---
LKCM Balanced LKBAX --- --- --- --- --- ---
LK Balanced Institutional LKBLX --- --- --- --- --- ---
QS Conservative Growth R LLARX --- --- --- --- --- ---
QS Conservative Growth I LMEIX --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income N LMINX --- --- --- --- --- ---
1919 Socially Responsive Balanced I LMRNX --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 LOBFX --- --- --- --- --- ---
Scharf Multi-Asset Opportunity Retail LOGBX --- --- --- --- --- ---
Scharf Multi-Asset Opportunity Instl LOGOX --- --- --- --- --- ---
Ladenburg Growth & Income A LOWAX --- --- --- --- --- ---
Ladenburg Growth & Income C LOWCX --- --- --- --- --- ---
Ladenburg Growth & Income I LOWIX --- --- --- --- --- ---
BlackRock Balanced Capital Instl MACPX --- --- --- --- --- ---
MFS Moderate Allocation A MAMAX --- --- --- --- --- ---
MFS Moderate Allocation R1 MAMFX --- --- --- --- --- ---
MFS Moderate Allocation R3 MAMHX --- --- --- --- --- ---
MFS Moderate Allocation R4 MAMJX --- --- --- --- --- ---
Mairs & Power Balanced Inv MAPOX --- --- --- --- --- ---
MFS Moderate Allocation R2 MARRX --- --- --- --- --- ---
MainStay Balanced C MBACX --- --- --- --- --- ---
MainStay Balanced I MBAIX --- --- --- --- --- ---
Praxis Genesis Balanced A MBAPX --- --- --- --- --- ---
MassMutual Premier Balanced Svc MBAYX --- --- --- --- --- ---
MassMutual Premier Balanced I MBBIX --- --- --- --- --- ---
MassMutual Premier Balanced R4 MBBRX --- --- --- --- --- ---
MainStay Balanced R2 MBCRX --- --- --- --- --- ---
MainStay Balanced R3 MBDRX --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced N MBEAX --- --- --- --- --- ---
MainStay Balanced R6 MBERX --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced I MBESX --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced Z MBEYX --- --- --- --- --- ---
MainStay Balanced Inv MBINX --- --- --- --- --- ---
Madison Diversified Income A MBLAX --- --- --- --- --- ---
Madison Diversified Income C MBLCX --- --- --- --- --- ---
MassMutual Premier Balanced R5 MBLDX --- --- --- --- --- ---
Madison Diversified Income B MBLNX --- --- --- --- --- ---
MainStay Balanced A MBNAX --- --- --- --- --- ---
MainStay Balanced B MBNBX --- --- --- --- --- ---
MainStay Balanced R1 MBNRX --- --- --- --- --- ---
BlackRock Balanced Capital Inv C MCCPX --- --- --- --- --- ---
BlackRock Balanced Capital Inv A MDCPX --- --- --- --- --- ---
BNY Mellon Asset Allocation Inv MIBLX --- --- --- --- --- ---
BlackRock Balanced Capital K MKCPX --- --- --- --- --- ---
MFS Moderate Allocation B MMABX --- --- --- --- --- ---
MFS Moderate Allocation C MMACX --- --- --- --- --- ---
MFS Moderate Allocation I MMAIX --- --- --- --- --- ---
MassMutual Premier Balanced A MMBDX --- --- --- --- --- ---
MassMutual Premier Balanced Adm MMBLX --- --- --- --- --- ---
MassMutual Premier Balanced R3 MMBRX --- --- --- --- --- ---
Madison Moderate Allocation A MMDAX --- --- --- --- --- ---
Madison Moderate Allocation C MMDCX --- --- --- --- --- ---
Madison Moderate Allocation B MMDRX --- --- --- --- --- ---
MainStay Moderate Allocation A MMRAX --- --- --- --- --- ---
MainStay Moderate Allocation B MMRBX --- --- --- --- --- ---
MainStay Moderate Allocation C MMRCX --- --- --- --- --- ---
MainStay Moderate Allocation Inv MMRDX --- --- --- --- --- ---
MainStay Moderate Allocation R3 MMRHX --- --- --- --- --- ---
MainStay Moderate Allocation I MMRIX --- --- --- --- --- ---
MainStay Moderate Allocation R2 MMRKX --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term S MNBAX --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term I MNBIX --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term R MNBRX --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term W MNBWX --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term L MNECX --- --- --- --- --- ---
BNY Mellon Asset Allocation M MPBLX --- --- --- --- --- ---
BlackRock Balanced Capital R MRBPX --- --- --- --- --- ---
MassMutual RetireSMART Moderate A MRMAX --- --- --- --- --- ---
MassMutual RetireSMART Moderate Admin MRMLX --- --- --- --- --- ---
MassMutual RetireSMART Mod R3 MRMTX --- --- --- --- --- ---
MassMutual RetireSMART Mod I MRMUX --- --- --- --- --- ---
MassMutual RetireSMART Moderate Svc MRMYX --- --- --- --- --- ---
MassMutual RetireSMART Mod R4 MRMZX --- --- --- --- --- ---
MassMutual RetireSMART Moderate R5 MROSX --- --- --- --- --- ---
MFS Total Return R1 MSFFX --- --- --- --- --- ---
MFS Total Return R3 MSFHX --- --- --- --- --- ---
MFS Total Return R4 MSFJX --- --- --- --- --- ---
MFS Total Return R6 MSFKX --- --- --- --- --- ---
MFS Total Return A MSFRX --- --- --- --- --- ---
MFS Total Return B MTRBX --- --- --- --- --- ---
MFS Total Return C MTRCX --- --- --- --- --- ---
MFS Total Return I MTRIX --- --- --- --- --- ---
MFS Total Return R2 MTRRX --- --- --- --- --- ---
Great-West SecureFoundation® Bal Instl MXCJX --- --- --- --- --- ---
Great-West Moderate Profile L MXGPX --- --- --- --- --- ---
Great-West Moderate Profile Instl MXITX --- --- --- --- --- ---
Great-West SecureFoundation® Bal L MXLDX --- --- --- --- --- ---
Great-West Moderate Profile Inv MXMPX --- --- --- --- --- ---
Great-West SecureFoundation® Bal Inv MXSBX --- --- --- --- --- ---
Great-West SecureFoundation® Bal Svc MXSHX --- --- --- --- --- ---
Nationwide Inv Dest Mod A NADMX --- --- --- --- --- ---
Virtus Tactical Allocation A NAINX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod A NBARX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod C NBCRX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst NBGPX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv A NBIAX --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv C NBICX --- --- --- --- --- ---
New Covenant Balanced Growth NCBGX --- --- --- --- --- ---
Nationwide Inv Dest Mod C NCDMX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh A NDARX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh C NDCRX --- --- --- --- --- ---
Nationwide Inv Dest Mod Svc NSDMX --- --- --- --- --- ---
Wells Fargo Growth Balanced Admin NVGBX --- --- --- --- --- ---
Nationwide Inv Dest Mod Instl Svc NWWJX --- --- --- --- --- ---
Oakmark Equity And Income Investor OAKBX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv A OAMIX --- --- --- --- --- ---
Oakmark Equity and Income Institutional OANBX --- --- --- --- --- ---
Oakmark Equity And Income Service OARBX --- --- --- --- --- ---
Oakmark Equity and Income Advisor OAYBX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv C OCMIX --- --- --- --- --- ---
JPMorgan Investor Balanced C OGBCX --- --- --- --- --- ---
JPMorgan Investor Balanced A OGIAX --- --- --- --- --- ---
JPMorgan Investor Balanced I OIBFX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R ONMIX --- --- --- --- --- ---
Osterweis Strategic Investment OSTVX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv Y OYMIX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R5 PAADX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R6 PAAEX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R PAARX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal A PABAX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal B PABBX --- --- --- --- --- ---
PGIM Balanced C PABCX --- --- --- --- --- ---
PGIM Balanced Z PABFX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal M PABMX --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal Y PABYX --- --- --- --- --- ---
T. Rowe Price Capital Appreciation Adv PACLX --- --- --- --- --- ---
Powell Alternative Income Strategies Inv PAISX --- --- --- --- --- ---
PGIM 60/40 Allocation R6 PALDX --- --- --- --- --- ---
PGIM Balanced R PALRX --- --- --- --- --- ---
Preserver Alternative Opportunits Instl PAOIX --- --- --- --- --- ---
Pax Balanced Institutional PAXIX --- --- --- --- --- ---
Pax Balanced Individual Investor PAXWX --- --- --- --- --- ---
PNC Balanced Allocation A PBAAX --- --- --- --- --- ---
Principal SAM Balanced R3 PBAPX --- --- --- --- --- ---
PNC Balanced Allocation C PBCCX --- --- --- --- --- ---
PGIM Balanced B PBFBX --- --- --- --- --- ---
PNC Balanced Allocation I PBLIX --- --- --- --- --- ---
Pioneer Classic Balanced C PCBCX --- --- --- --- --- ---
Pioneer Classic Balanced K PCBKX --- --- --- --- --- ---
Poplar Forest Cornerstone A PFCFX --- --- --- --- --- ---
RiskPro® PFG Balanced 20-30 R PFDBX --- --- --- --- --- ---
RiskPro® Dynamic 20-30 R PFJDX --- --- --- --- --- ---
George Putnam Balanced B PGEBX --- --- --- --- --- ---
George Putnam Balanced R6 PGEJX --- --- --- --- --- ---
George Putnam Balanced R5 PGELX --- --- --- --- --- ---
George Putnam Balanced M PGEMX --- --- --- --- --- ---
George Putnam Balanced A PGEOX --- --- --- --- --- ---
George Putnam Balanced Y PGEYX --- --- --- --- --- ---
George Putnam Balanced C PGPCX --- --- --- --- --- ---
George Putnam Balanced R PGPRX --- --- --- --- --- ---
PGIM Balanced A PIBAX --- --- --- --- --- ---
PGIM Balanced R6 PIBQX --- --- --- --- --- ---
Plumb Balanced PLBBX --- --- --- --- --- ---
Pacific Funds Diversified Income Advisor PLDDX --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation C PLSCX --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation A PLUSX --- --- --- --- --- ---
Pacific Funds Port Optim Mod A POCAX --- --- --- --- --- ---
Virtus Tactical Allocation C POICX --- --- --- --- --- ---
Pacific Funds Port Optim Mod C POMCX --- --- --- --- --- ---
Pacific Funds Port Optim Mod Adv POMDX --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation S PPLSX --- --- --- --- --- ---
T. Rowe Price Capital Appreciation PRWCX --- --- --- --- --- ---
Principal SAM Balanced J PSAJX --- --- --- --- --- ---
Principal SAM Balanced R5 PSBFX --- --- --- --- --- ---
Principal SAM Balanced R1 PSBGX --- --- --- --- --- ---
Principal SAM Balanced Inst PSBIX --- --- --- --- --- ---
Principal SAM Balanced R4 PSBLX --- --- --- --- --- ---
Principal SAM Balanced R2 PSBVX --- --- --- --- --- ---
PGIM Real Assets A PUDAX --- --- --- --- --- ---
PGIM Real Assets B PUDBX --- --- --- --- --- ---
PGIM Real Assets C PUDCX --- --- --- --- --- ---
PGIM Real Assets R6 PUDQX --- --- --- --- --- ---
PGIM Real Assets Z PUDZX --- --- --- --- --- ---
UBS US Allocation A PWTAX --- --- --- --- --- ---
UBS US Allocation P PWTYX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R6 PXMMX --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R5 PXMQX --- --- --- --- --- ---
Federated MDT Balanced A QABGX --- --- --- --- --- ---
Federated MDT Balanced C QCBGX --- --- --- --- --- ---
Federated MDT Balanced Instl QIBGX --- --- --- --- --- ---
Federated MDT Balanced R6 QKBGX --- --- --- --- --- ---
American Funds American Balanced R2E RAMHX --- --- --- --- --- ---
Roumell Opportunistic Value Instl RAMSX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-1 RBAAX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-2 RBABX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-3 RBACX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-4 RBAEX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-5 RBAFX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-6 RBAGX --- --- --- --- --- ---
T. Rowe Price Balanced I RBAIX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-2E RBBEX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat A RBLAX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat C RBLCX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat E RBLEX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R1 RBLRX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat S RBLSX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R4 RBLUX --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R5 RBLVX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R1 RBRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R1 RCRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R2 RERPX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R2 RFRPX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-5E RGOFX --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-5E RGPFX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R2E RHRPX --- --- --- --- --- ---
Rational Strategic Allocation C RHSCX --- --- --- --- --- ---
Rational Strategic Allocation Instl RHSIX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-2 RINBX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-4 RINEX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-5 RINFX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-6 RINGX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R2E RIRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R3 RKRPX --- --- --- --- --- ---
American Funds American Balanced R1 RLBAX --- --- --- --- --- ---
American Funds American Balanced R2 RLBBX --- --- --- --- --- ---
American Funds American Balanced R3 RLBCX --- --- --- --- --- ---
American Funds American Balanced R4 RLBEX --- --- --- --- --- ---
American Funds American Balanced R5 RLBFX --- --- --- --- --- ---
American Funds American Balanced R6 RLBGX --- --- --- --- --- ---
American Funds American Balanced R5E RLEFX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R3 RLRPX --- --- --- --- --- ---
RiverFront Asset Allocation Moderate Inv RMIAX --- --- --- --- --- ---
RiverFront Asset Allocation Moderate C RMICX --- --- --- --- --- ---
RiverFront Asset Allocation Moderate I RMIIX --- --- --- --- --- ---
RiverFront Asset Allocation Moderate A RMOAX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-2E RNBEX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-1 RNCAX --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-3 RNCCX --- --- --- --- --- ---
RiverNorth Core Opportunity I RNCIX --- --- --- --- --- ---
RiverNorth Core Opportunity R RNCOX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R4 RNRPX --- --- --- --- --- ---
T. Rowe Price Balanced RPBAX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R4 RPRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R5E RRPPX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R5E RRQPX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R5 RRRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R6 RURPX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R6 RVRPX --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R5 RXRPX --- --- --- --- --- ---
Principal SAM Balanced A SABPX --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc A SAMAX --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc C SAMCX --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc I SAMIX --- --- --- --- --- ---
Touchstone Balanced C SBACX --- --- --- --- --- ---
QS Conservative Growth A SBBAX --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc C SBCCX --- --- --- --- --- ---
Saratoga Moderate Balanced Allc C SBMCX --- --- --- --- --- ---
Saratoga Moderate Balanced Allc I SBMIX --- --- --- --- --- ---
QS Conservative Growth C SCBCX --- --- --- --- --- ---
Principal SAM Balanced C SCBPX --- --- --- --- --- ---
Sextant Core SCORX --- --- --- --- --- ---
Touchstone Balanced A SEBLX --- --- --- --- --- ---
1919 Socially Responsive Balanced C SESLX --- --- --- --- --- ---
Wells Fargo Index Asset Allocation A SFAAX --- --- --- --- --- ---
Great-West SecureFoundation® Bal ETF A SFBPX --- --- --- --- --- ---
Sit Balanced SIBAX --- --- --- --- --- ---
Touchstone Balanced Y SIBLX --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc A SMACX --- --- --- --- --- ---
SEI Conservative Strategy Allc F (SAAT) SMGAX --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc I SMICX --- --- --- --- --- ---
Saratoga Moderate Balanced Allc A SMPAX --- --- --- --- --- ---
1919 Socially Responsive Balanced A SSIAX --- --- --- --- --- ---
SEI Defensive Strategy Allc F (SAAT) STDAX --- --- --- --- --- ---
State Farm Balanced STFBX --- --- --- --- --- ---
JHancock Balanced A SVBAX --- --- --- --- --- ---
JHancock Balanced B SVBBX --- --- --- --- --- ---
JHancock Balanced C SVBCX --- --- --- --- --- ---
JHancock Balanced I SVBIX --- --- --- --- --- ---
Savos Dynamic Hedging SVDHX --- --- --- --- --- ---
Schwab MarketTrack Balanced SWBGX --- --- --- --- --- ---
Schwab Balanced SWOBX --- --- --- --- --- ---
Transamerica Asset Alloc Interm Hrzn R4 TAAFX --- --- --- --- --- ---
Transamerica Asset Alloc Interm Hrzn R TAARX --- --- --- --- --- ---
Transamerica Multi-Managed Balanced R6 TAMMX --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced I TBLIX --- --- --- --- --- ---
Transamerica Balanced II R TBLRX --- --- --- --- --- ---
Transamerica Balanced II I3 TBLTX --- --- --- --- --- ---
Thrivent Moderate Allocation A THMAX --- --- --- --- --- ---
BNY Mellon Balanced Opportunity J THPBX --- --- --- --- --- ---
TIAA-CREF Managed Allc Inst TIMIX --- --- --- --- --- ---
TIAA-CREF Managed Allc Retail TIMRX --- --- --- --- --- ---
TIAA-CREF Managed Allc R TITRX --- --- --- --- --- ---
Thrivent Moderate Allocation S TMAIX --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr I TMGIX --- --- --- --- --- ---
Timothy Plan Defensive Strategies A TPDAX --- --- --- --- --- ---
Timothy Plan Defensive Strategies C TPDCX --- --- --- --- --- ---
Timothy Plan Defensive Strategies I TPDIX --- --- --- --- --- ---
T. Rowe Price Personal Strat Bal I TPPAX --- --- --- --- --- ---
T. Rowe Price Capital Appreciation I TRAIX --- --- --- --- --- ---
Catalyst/SMH Total Return Income C TRICX --- --- --- --- --- ---
Catalyst/SMH Total Return Income A TRIFX --- --- --- --- --- ---
Catalyst/SMH Total Return Income I TRIIX --- --- --- --- --- ---
T. Rowe Price Personal Strat Bal TRPBX --- --- --- --- --- ---
Timothy Plan Strategic Growth A TSGAX --- --- --- --- --- ---
Timothy Plan Strategic Growth C TSGCX --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Instl TSIMX --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Advisor TSMHX --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Retail TSMLX --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Premier TSMPX --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Retirement TSMTX --- --- --- --- --- ---
Thornburg Summit I TSUMX --- --- --- --- --- ---
Goldman Sachs Tactical Tilt OverlayInstl TTIFX --- --- --- --- --- ---
American Century Balanced Inv TWBIX --- --- --- --- --- ---
American Century Strat Allc: Mod Inv TWSMX --- --- --- --- --- ---
USAA Cornerstone Moderately Agrsv USCRX --- --- --- --- --- ---
Vanguard Balanced Index I VBAIX --- --- --- --- --- ---
Vanguard Balanced Index Adm VBIAX --- --- --- --- --- ---
Vanguard Balanced Index Inv VBINX --- --- --- --- --- ---
VALIC Company I Asset Allocation VCAAX --- --- --- --- --- ---
VALIC Company I Dynamic Allocation VDAFX --- --- --- --- --- ---
Vanguard STAR Inv VGSTX --- --- --- --- --- ---
Virtus Herzfeld A VHFAX --- --- --- --- --- ---
Virtus Herzfeld C VHFCX --- --- --- --- --- ---
Virtus Herzfeld I VHFIX --- --- --- --- --- ---
Value Line Asset Allocation Investor VLAAX --- --- --- --- --- ---
Value Line Asset Allocation Instl VLAIX --- --- --- --- --- ---
VALIC Company II Moderate Gr Lifestyle VMGLX --- --- --- --- --- ---
Vanguard Managed Payout Investor VPGDX --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec R6 VPRAX --- --- --- --- --- ---
Vanguard LifeStrategy Moderate Gr Inv VSMGX --- --- --- --- --- ---
Virtus Tactical Allocation I VTAIX --- --- --- --- --- ---
Vanguard Wellington™ Inv VWELX --- --- --- --- --- ---
Vanguard Wellington™ Admiral™ VWENX --- --- --- --- --- ---
Voya Solution Balanced Port R6 VYRLX --- --- --- --- --- ---
TETON Westwood Balanced I WBBIX --- --- --- --- --- ---
TETON Westwood Balanced C WBCCX --- --- --- --- --- ---
InvestEd Balanced WBLAX --- --- --- --- --- ---
Wilmington Diversified Income A WDIAX --- --- --- --- --- ---
Wilmington Diversified Income I WDIIX --- --- --- --- --- ---
TETON Westwood Balanced AAA WEBAX --- --- --- --- --- ---
TETON Westwood Balanced A WEBCX --- --- --- --- --- ---
Wells Fargo Index Asset Allocation Admin WFAIX --- --- --- --- --- ---
Wells Fargo Index Asset Allocation C WFALX --- --- --- --- --- ---
Wells Fargo Index Asset Allocation Instl WFATX --- --- --- --- --- ---
Wells Fargo Growth Balanced A WFGBX --- --- --- --- --- ---
Wells Fargo Growth Balanced C WFGWX --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal A WGBAX --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal C WGBFX --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal Instl WGBIX --- --- --- --- --- ---
WesMark Balanced WMBLX --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income Y YIDPX --- --- --- --- --- ---
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