Allocation--70% to 85% Equity: Total Returns

Data through 8/19/2019. 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--70% to 85% Equity -1.80 12.36 1.40 0.84 6.90 4.90
American Century Strat Allc: Agrsv I AAAIX -1.78 14.39 1.85 2.71 8.04 6.14
American Century Strat Allc: Agrsv R AAARX -1.76 14.01 1.69 2.03 7.35 5.42
American Century Strat Allc: Agrsv R6 AAAUX -1.66 14.58 1.99 2.89 8.23 6.32
Cavanal Hill Opportunistic C AACOX -1.65 8.40 -2.04 -9.43 3.87 ---
Invesco Growth Allocation A AADAX -1.59 11.76 1.58 1.26 6.52 4.01
Invesco Growth Allocation C AADCX -1.61 11.22 1.41 0.51 5.71 3.23
Invesco Growth Allocation R5 AADIX -1.58 12.00 1.64 1.57 6.87 4.37
Invesco Growth Allocation R AADRX -1.60 11.58 1.52 0.97 6.24 3.75
Invesco Growth Allocation S AADSX -1.53 11.85 1.58 1.38 6.61 4.12
Invesco Growth Allocation Y AADYX -1.53 11.93 1.65 1.49 6.79 4.27
Invesco Growth Allocation R6 AAESX -1.58 12.00 1.64 1.57 --- ---
Cavanal Hill Opportunistic A AAOPX -1.61 8.88 -1.83 -8.73 4.69 2.61
American Century Strat Allc: Agrsv A ACVAX -1.76 13.99 1.69 2.18 7.57 5.67
Yorktown Capital Income Institutional AFAAX -0.63 6.10 1.14 3.78 7.13 4.40
Yorktown Capital Income L AFDDX -0.73 5.39 0.88 2.72 6.06 3.36
Cavanal Hill Opportunistic Institutional AIOPX -1.59 9.03 -1.82 -8.47 4.95 2.86
American Funds Income Fund of Amer A AMECX -0.84 10.41 2.25 3.90 6.38 5.53
American Funds Income Fund of Amer F2 AMEFX -0.84 10.51 2.29 4.03 6.55 5.70
American Century One Choice Agrsv Inv AOGIX -1.67 14.02 1.79 2.15 7.77 5.94
American Century One Choice Agrsv R AORYX -1.73 13.66 1.60 1.62 7.21 ---
Yorktown Capital Income A APIGX -0.66 5.90 1.08 3.52 6.81 4.01
Cavanal Hill Opportunistic Investor APOPX -1.61 8.90 -1.84 -8.71 4.67 2.58
American Century Strat Allc: Agrsv R5 ASAUX -1.66 14.37 1.85 2.71 --- ---
American Century Strat Allc: Agrsv C ASTAX -1.81 13.58 1.60 1.54 6.77 4.89
Columbia Capital Allocation Agrsv A AXBAX -2.50 13.19 0.94 0.25 8.16 6.20
BlackRock 80/20 Target Allocation A BAAPX -1.51 14.60 2.65 2.75 7.90 5.70
BMO Growth Allocation I BABHX -2.32 11.67 0.76 0.21 7.54 5.34
BMO Growth Allocation R6 BABQX -2.31 11.78 0.87 0.32 7.69 5.48
BMO Growth Allocation R3 BABRX -2.42 11.26 0.65 -0.31 6.99 4.80
BMO Growth Allocation Y BABYX -2.31 11.52 0.76 -0.01 7.28 5.07
BlackRock 80/20 Target Allocation C BCAPX -1.56 14.10 2.48 2.00 7.08 4.91
Sterling Capital Strategic Allc Gr C BCGCX -2.32 8.37 0.29 -0.76 5.27 3.15
Sterling Capital Strategic Allc Gr A BCMAX -2.31 8.90 0.45 -0.04 6.05 3.94
Sterling Capital Strategic Allc Gr I BCMTX -2.31 9.00 0.42 0.21 6.33 4.19
BlackRock 80/20 Target Allocation Instl BIAPX -1.48 14.88 2.76 3.08 8.27 6.06
BlackRock 80/20 Target Allocation K BKAPX -1.48 14.88 2.76 3.10 8.26 ---
BlackRock 80/20 Target Allocation R BRAPX -1.52 14.60 2.67 2.66 7.73 5.54
Boston Trust Asset Management BTBFX -0.17 16.24 3.62 8.23 10.28 8.93
Buffalo Flexible Income BUFBX -2.23 9.96 -0.73 -1.13 6.10 3.99
Buffalo Flexible Income Institutional BUIBX -2.29 --- --- --- --- ---
CAN SLIM Select Growth CANGX -1.89 10.72 1.27 -3.98 6.69 4.88
Canterbury Portfolio Thermostat I CAPTX 1.26 10.33 4.44 -0.05 5.26 ---
Calamos Growth & Income I CGIIX -1.48 15.79 2.32 4.25 10.07 7.76
American Funds Growth and Inc Port 529A CGNAX -1.84 11.92 1.43 2.80 7.56 6.00
American Funds Growth and Inc Port 529C CGNCX -1.85 11.45 1.24 2.03 6.72 5.19
American Funds Growth and Inc Port 529E CGNEX -1.78 11.84 1.38 2.64 7.30 5.75
American Funds Growth and Inc Port 529F1 CGNFX -1.78 12.11 1.49 3.05 7.80 6.24
American Funds Growth and Inc PortABLE-A CGNGX -1.85 11.97 1.37 2.88 --- ---
American Funds Income Fund of Amer 529A CIMAX -0.89 10.28 2.19 3.77 6.28 5.43
American Funds Income Fund of Amer 529C CIMCX -0.89 9.81 2.05 3.04 5.49 4.64
American Funds Income Fund of Amer 529E CIMEX -0.84 10.19 2.18 3.59 6.05 5.19
American Funds Income Fund of Amer 529F1 CIMFX -0.84 10.46 2.29 4.02 6.52 5.67
Columbia Capital Allocation Agrsv Inst2 CPANX -2.47 13.32 0.98 0.50 8.47 6.51
Columbia Capital Allocation Agrsv R CPARX -2.52 13.00 0.84 -0.05 7.87 5.92
Columbia Capital Allocation Agrsv Inst CPAZX -2.43 13.37 1.05 0.48 8.44 6.47
Columbia Capital Allocation Agrsv Adv CPDAX -2.39 13.42 1.06 0.48 8.45 6.46
Columbia Capital Allocation Agrsv Inst3 CPDIX -2.39 13.43 1.07 0.56 8.53 6.57
American Funds College 2033 529A CTLAX -1.60 11.20 1.82 3.44 7.65 ---
American Funds College 2033 529C CTLCX -1.61 10.70 1.67 2.76 6.79 ---
American Funds College 2033 529E CTLEX -1.60 11.04 1.83 3.25 7.35 ---
American Funds College 2033 529F1 CTLFX -1.59 11.35 1.90 3.78 7.82 ---
Calamos Growth & Income C CVTCX -1.56 15.06 2.05 3.21 8.98 6.69
Calamos Growth & Income A CVTRX -1.51 15.57 2.23 3.95 9.79 7.50
Davis Appreciation & Income C DCSCX -1.74 8.98 -1.07 -3.88 5.58 1.24
Davis Appreciation & Income Y DCSYX -1.66 9.77 -0.79 -2.77 6.74 2.33
Disciplined Growth Investors DGIFX -3.27 12.09 -0.86 1.46 8.51 7.61
MFS Growth Allocation 529A EAGWX -1.17 17.08 2.78 6.06 9.03 6.73
MFS Growth Allocation 529B EBGWX -1.24 16.50 2.57 5.22 8.22 5.92
MFS Growth Allocation 529C ECGWX -1.21 16.51 2.61 5.28 8.23 5.93
Wells Fargo Diversified Cap Bldr A EKBAX -2.25 16.92 3.10 3.60 9.58 9.18
Wells Fargo Diversified Cap Bldr C EKBCX -2.26 16.42 2.93 2.92 8.79 8.36
Wells Fargo Diversified Cap Bldr Adm EKBDX -2.15 17.05 3.22 3.79 9.69 9.33
Wells Fargo Diversified Cap Bldr Inst EKBYX -2.08 17.33 3.30 4.07 9.97 9.58
E-Valuator Growth (70%-85%) RMS Service EVGLX -1.50 14.10 2.24 -0.01 7.68 ---
E-Valuator Growth (70%-85%) RMS R4 EVGRX -1.49 13.92 2.23 -0.25 7.41 ---
Nuveen Strategy Aggressive Gr Allc A FAAGX -3.04 12.74 0.63 -3.96 5.24 3.55
Fallen Angels Income FAINX -0.57 15.94 3.09 8.70 9.15 6.35
Fidelity Asset Manager® 85% FAMRX -1.84 14.48 2.02 0.62 8.59 6.25
Fidelity Advisor® Strategic Div & Inc® A FASDX 0.00 14.94 2.50 5.63 7.45 6.81
FBP Appreciation & Income Opportunities FBPBX -3.87 6.32 -2.10 -4.87 6.00 3.63
Fidelity Advisor® Strategic Div & Inc® C FCSDX 0.00 14.39 2.32 4.87 6.65 6.01
Fidelity Advisor Asset Manager® 85% A FEYAX -1.86 14.23 1.93 0.31 8.25 5.93
Fidelity Advisor Asset Manager® 85% C FEYCX -1.89 13.71 1.74 -0.44 7.45 5.13
Fidelity Advisor Asset Manager® 85% I FEYIX -1.79 14.46 2.02 0.57 8.55 6.23
Fidelity Advisor Asset Manager® 85% M FEYTX -1.87 14.07 1.83 0.02 7.96 5.62
Franklin Founding Funds Allocation Adv FFAAX -3.17 7.25 -1.51 -3.81 4.42 2.31
Franklin Founding Funds Allocation C FFACX -3.29 6.58 -1.73 -4.82 3.36 1.29
Franklin Founding Funds Allocation A FFALX -3.26 7.09 -1.56 -4.07 4.13 2.05
Franklin Founding Funds Allocation R6 FFAQX -3.18 7.40 -1.43 -3.74 --- ---
Franklin Founding Funds Allocation R FFARX -3.25 6.87 -1.59 -4.35 3.88 1.79
Fidelity® Four-in-One Index FFNOX -1.84 14.23 1.80 2.80 9.01 6.81
Franklin Growth Allocation A FGTIX -2.00 13.16 1.64 2.94 8.09 5.59
Franklin Growth Allocation R FGTRX -1.98 12.95 1.61 2.68 7.82 5.33
Franklin Growth Allocation Advisor FGTZX -1.94 13.34 1.74 3.21 8.37 5.86
American Funds Income Fund of Amer F3 FIFAX -0.84 10.56 2.31 4.14 --- ---
Fidelity Advisor Asset Manager® 85% Z FIQCX -1.85 14.48 2.03 --- --- ---
Fidelity Advisor® Strategic Div & Inc® Z FIQWX 0.00 15.17 2.59 --- --- ---
Franklin NextStep Growth A FNGBX -1.83 11.95 1.74 2.45 6.32 ---
Franklin NextStep Growth C FNGCX -1.93 11.48 1.55 1.70 5.53 ---
Franklin NextStep Growth Advisor FNGVX -1.90 12.23 1.76 2.79 6.59 ---
Nuveen Strategy Aggressive Gr Allc C FSACX -3.05 12.31 0.51 -4.66 4.45 2.79
Nuveen Strategy Aggressive Gr Allc R3 FSASX -3.09 12.59 0.57 -4.21 4.96 3.29
Nuveen Strategy Aggressive Gr Allc I FSAYX -2.96 13.03 0.77 -3.64 5.52 3.81
Fidelity® Strategic Dividend & Income® FSDIX 0.00 15.06 2.55 5.96 7.75 7.11
Fidelity Advisor® Strategic Div & Inc® I FSIDX 0.07 15.10 2.55 5.89 7.74 7.09
Franklin Growth Allocation C FTGTX -2.07 12.57 1.41 2.12 7.28 4.80
Fidelity Advisor® Strategic Div & Inc® M FTSDX 0.00 14.73 2.44 5.36 7.18 6.55
American Funds Growth and Inc Port F2 GAIEX -1.78 12.19 1.49 3.14 7.86 6.31
American Funds Growth and Inc Port F1 GAIFX -1.78 12.00 1.43 2.87 7.57 6.03
American Funds Growth and Inc Port F3 GAIHX -1.78 12.26 1.52 3.25 --- ---
American Funds Growth and Inc Port A GAIOX -1.78 12.01 1.44 2.83 7.61 6.08
American Funds Growth and Inc Port C GAITX -1.86 11.41 1.19 2.09 6.78 5.26
GuideStone Funds Growth Allocation Inv GCOZX -2.20 12.70 1.14 2.43 7.35 4.42
GuideStone Funds Growth Allocation Instl GGRYX -2.20 12.89 1.22 2.64 7.60 ---
Nationwide Inv Dest Mod Agrsv R GMARX -2.36 12.77 1.38 0.82 7.06 4.97
Nationwide Inv Dest Mod Agrsv R6 GMIAX -2.28 13.21 1.50 1.48 7.77 5.67
Hartford Growth Allocation A HRAAX -2.60 12.44 0.98 0.87 7.64 4.05
Hartford Growth Allocation C HRACX -2.62 11.84 0.82 0.05 6.80 3.28
Hartford Growth Allocation F HRAFX -2.53 12.61 1.07 1.20 --- ---
Hartford Growth Allocation I HRAIX -2.53 12.63 1.07 1.09 7.96 4.39
Hartford Growth Allocation R3 HRARX -2.58 12.17 0.92 0.49 7.26 3.72
Hartford Growth Allocation R4 HRASX -2.61 12.32 0.90 0.73 7.59 4.03
Hartford Growth Allocation R5 HRATX -2.52 12.62 1.06 1.14 7.93 4.36
Voya Solution Moderately Agrsv Port A IAGAX -2.20 12.56 1.35 0.87 6.62 4.74
Voya Solution Moderately Agrsv Port I IAGIX -2.16 13.00 1.55 1.39 7.17 5.28
Voya Solution Moderately Agrsv Port S IAGSX -2.17 12.73 1.43 1.12 6.90 5.01
Voya Solution Moderately Agrsv Port S2 IAGTX -2.16 12.64 1.44 0.96 6.75 4.85
American Funds Income Fund of Amer C IFACX -0.90 9.87 2.03 3.07 5.53 4.70
American Funds Income Fund of Amer F1 IFAFX -0.89 10.28 2.18 3.77 6.27 5.43
Voya Retirement Growth Port I IIRGX -1.63 12.57 2.18 2.90 7.25 5.38
Voya Retirement Growth Port A IRGPX -1.64 12.29 2.12 2.43 6.81 4.92
Voya Strategic Allocation Growth Port I ISAGX -1.78 12.86 1.85 1.70 7.20 5.29
Voya Strategic Allocation Growth Port S ISGRX -1.80 12.66 1.79 1.49 6.93 5.03
JHancock Multimanager Lifestyle Gr A JALGX -2.49 12.32 1.23 0.98 7.14 4.89
James Aggressive Allocation JAVAX -2.15 6.84 0.30 -7.13 1.85 ---
JHancock Multimanager Lifestyle Gr B JBLGX -2.56 11.82 1.02 0.22 6.40 4.14
JHancock Multimanager Lifestyle Gr C JCLGX -2.50 11.84 1.02 0.22 6.39 4.13
JPMorgan Investor Growth & Income R6 JFBUX -1.31 12.70 2.14 2.93 --- ---
JHancock Multimanager Lifestyle Gr 5 JHLGX -2.44 12.64 1.30 1.36 7.59 5.32
JHancock Multimanager Lifestyle Gr 1 JILGX -2.44 12.54 1.30 1.36 7.53 5.26
JHancock Multi-Index Lifestyle Growth 1 JLGOX -1.96 12.75 1.68 2.31 7.50 5.85
JHancock Multi-Index Lifestyle Growth R6 JLGSX -1.96 12.83 1.68 2.33 7.56 5.89
JHancock Multimanager Lifestyle Gr R1 JPLGX -2.49 12.11 1.08 0.65 6.79 4.52
JHancock Multimanager Lifestyle Gr R2 JQLGX -2.45 12.26 1.17 0.83 7.05 4.77
JHancock Multimanager Lifestyle Gr R3 JRLGX -2.50 12.11 1.09 0.73 6.90 4.62
JHancock Multimanager Lifestyle Gr R4 JSLGX -2.43 12.41 1.23 1.10 7.32 5.02
JHancock Multimanager Lifestyle Gr I JTGIX -2.44 12.47 1.23 1.23 7.47 ---
JHancock Multimanager Lifestyle Gr R5 JTLGX -2.42 12.55 1.29 1.27 7.52 5.23
JHancock Multimanager Lifestyle Gr R6 JULGX -2.44 12.62 1.30 1.40 7.57 5.31
Miller Income C LCMNX -3.73 7.92 -3.30 -11.54 5.62 0.53
Ladenburg Growth A LGWAX -1.59 13.79 1.81 1.52 7.12 ---
Ladenburg Growth C LGWCX -1.53 13.25 1.66 0.78 6.30 ---
Ladenburg Growth I LGWIX -1.51 14.00 1.89 1.79 7.27 ---
QS Moderate Growth I LLAIX -2.42 9.84 0.77 0.52 6.41 4.57
QS Moderate Growth R LLMRX -2.50 9.42 0.57 -0.13 5.75 3.93
Miller Income A LMCJX -3.73 8.30 -3.24 -10.94 6.34 1.26
Miller Income FI LMCKX -3.74 8.33 -3.12 -10.91 6.37 1.24
Miller Income I LMCLX -3.73 8.62 -3.04 -10.60 6.70 1.56
Miller Income IS LMCMX -3.60 8.67 -3.02 -10.50 6.84 1.67
CGM Mutual LOMMX -5.28 0.35 0.60 -8.08 3.86 2.10
LoCorr Spectrum Income A LSPAX -1.62 13.41 0.23 -5.36 1.93 -1.27
LoCorr Spectrum Income C LSPCX -1.66 12.86 0.06 -6.11 1.15 -2.02
LoCorr Spectrum Income I LSPIX -1.46 13.64 0.44 -5.18 2.23 -0.98
Madison Aggressive Allocation C MAACX -1.13 11.96 2.35 3.03 7.00 5.20
Madison Aggressive Allocation B MAGBX -1.14 11.97 2.35 3.03 7.01 5.19
MFS Growth Allocation R3 MAGEX -1.13 17.09 2.79 6.08 9.08 6.77
MFS Growth Allocation R4 MAGJX -1.12 17.30 2.86 6.35 9.36 7.04
MFS Growth Allocation R1 MAGMX -1.22 16.53 2.58 5.25 8.26 5.97
Madison Aggressive Allocation A MAGSX -1.10 12.51 2.54 3.83 7.80 5.98
MFS Growth Allocation A MAGWX -1.16 17.11 2.76 6.10 9.09 6.77
MFS Growth Allocation B MBGWX -1.18 16.54 2.64 5.32 8.29 5.97
MFS Growth Allocation C MCGWX -1.24 16.51 2.57 5.28 8.26 5.97
Praxis Genesis Growth A MGAFX -1.39 12.26 1.77 0.99 7.41 5.31
MFS Growth Allocation R2 MGALX -1.19 16.94 2.73 5.81 8.81 6.50
MainStay Moderate Growth Allocation A MGDAX -2.32 11.57 0.94 -2.16 5.82 4.05
MainStay Moderate Growth Allocation B MGDBX -2.35 10.94 0.74 -3.04 4.86 3.10
MainStay Moderate Growth Allocation C MGDCX -2.43 10.86 0.74 -3.11 4.86 3.09
MainStay Moderate Growth Allocation I MGDIX -2.29 11.76 1.08 -1.90 6.11 4.32
MainStay Moderate Growth Allocation R1 MGDJX -2.29 --- --- --- --- ---
MainStay Moderate Growth Allocation R2 MGDKX -2.32 --- --- --- --- ---
MainStay Moderate Growth Allocation Inv MGDNX -2.32 11.47 0.94 -2.29 5.65 3.88
MainStay Moderate Growth Allocation R3 MGDRX -2.40 11.35 0.88 -2.53 5.48 ---
MFS Growth Allocation I MGWIX -1.11 17.29 2.88 6.39 9.37 7.05
MassMutual RetireSMART Moderate Gr A MOGAX -1.90 13.70 1.66 2.37 7.91 4.90
MassMutual RetireSMART Mod Gr R3 MROTX -1.93 13.55 1.69 2.16 7.77 4.75
MassMutual RetireSMART Mod Gr I MROUX -1.82 14.07 1.88 2.96 8.50 5.45
MassMutual RetireSMART Moderate Gr Svc MROYX -1.91 13.89 1.77 2.69 8.28 5.25
MassMutual RetireSMART Mod Gr R4 MROZX -1.93 13.76 1.68 2.45 8.00 4.99
MassMutual RetireSMART Moderate Gr Admin MRSLX -1.91 13.77 1.67 2.58 8.16 5.14
MassMutual RetireSMART Moderate Gr R5 MRSSX -1.92 13.93 1.78 2.71 8.38 5.35
Great-West Moderately Agg Prfl Inv MXBPX -2.80 10.79 -0.14 0.66 6.46 5.57
Great-West Moderately Agg Prfl L MXFPX -2.77 10.60 -0.25 0.37 6.20 5.32
Great-West Moderately Agg Prfl Instl MXHRX -2.81 10.95 -0.09 0.96 6.85 ---
Nationwide Inv Dest Mod Agrsv A NDMAX -2.38 12.87 1.41 1.11 7.38 5.28
Nationwide Inv Dest Mod Agrsv C NDMCX -2.37 12.41 1.28 0.48 6.64 4.53
Nationwide Inv Dest Mod Agrsv Svc NDMSX -2.39 12.89 1.40 1.06 7.31 5.23
North Star Opportunity I NSOIX -1.85 15.37 2.36 -0.45 6.94 4.30
North Star Opportunity A NSOPX -1.85 15.13 2.28 -0.67 6.68 4.15
Rational NuWave Enhanced Mkt Opp A NUXAX 1.61 17.47 5.43 16.79 --- ---
Rational NuWave Enhanced Mkt Opp C NUXCX 1.50 16.86 5.23 15.95 --- ---
Rational NuWave Enhanced Mkt Opp Instl NUXIX 1.60 17.64 5.48 17.16 --- ---
Nationwide Inv Dest Mod Agrsv Instl Svc NWWIX -2.29 13.19 1.48 1.48 7.69 5.56
Invesco Oppenheimer Ptf Ser: Act Allo A OAAAX -2.54 12.75 1.18 0.62 6.51 4.56
Invesco Oppenheimer Ptf Ser: Act Allo C OAACX -2.60 12.22 0.99 -0.11 5.70 3.79
Invesco Oppenheimer Ptf Ser: Act Allo R OAANX -2.56 12.59 1.12 0.36 6.23 4.30
Invesco Oppenheimer Ptf Ser: Act Allo Y OAAYX -2.57 12.89 1.16 0.84 6.76 4.81
JPMorgan Investor Growth & Income C ONECX -1.39 12.06 1.85 1.96 7.30 5.13
JPMorgan Investor Growth & Income I ONGFX -1.31 12.60 2.09 2.83 8.20 5.99
JPMorgan Investor Growth & Income A ONGIX -1.35 12.38 1.99 2.52 7.90 5.70
Pacific Advisors Balanced A PAABX -3.32 6.85 -1.69 -9.14 2.97 -3.61
Invesco Oppenheimer Ptf Ser: Act AlloR5 PAAJX -2.54 --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Act Allo R6 PAAQX -2.54 --- --- --- --- ---
Putnam Dynamic Asset Allocation Gr R5 PADEX -2.52 12.27 0.70 -0.94 7.91 6.23
Putnam Dynamic Asset Allocation Gr A PAEAX -2.62 12.04 0.58 -1.27 7.60 5.93
Putnam Dynamic Asset Allocation Gr B PAEBX -2.62 11.49 0.40 -1.98 6.80 5.15
Putnam Dynamic Asset Allocation Gr C PAECX -2.61 11.58 0.41 -1.99 6.80 5.14
Putnam Dynamic Asset Allocation Gr R6 PAEEX -2.58 12.31 0.70 -0.88 8.01 6.32
Putnam Dynamic Asset Allocation Gr M PAGMX -2.63 11.68 0.46 -1.77 7.06 5.41
Putnam Dynamic Asset Allocation Gr Y PAGYX -2.58 12.19 0.64 -1.01 7.86 6.19
Putnam Dynamic Asset Allocation Gr R PASRX -2.56 11.90 0.53 -1.47 7.34 5.67
Prospector Capital Appreciation PCAFX -1.00 15.54 1.72 5.14 9.41 6.46
Principal SAM Conservative Growth R1 PCGGX -1.39 13.66 2.13 3.01 7.72 5.51
Principal SAM Conservative Growth J PCGJX -1.33 14.18 2.33 3.74 8.48 6.23
Principal SAM Conservative Growth R3 PCGPX -1.40 13.89 2.14 3.26 8.04 5.84
Principal SAM Conservative Growth R2 PCGVX -1.39 13.81 2.13 3.13 7.85 5.64
Principal SAM Conservative Growth Inst PCWIX -1.37 14.25 2.29 3.85 8.64 6.42
Principal SAM Conservative Growth R5 PCWPX -1.38 14.12 2.24 3.61 8.38 6.16
Principal SAM Conservative Growth R4 PCWSX -1.32 14.08 2.24 3.53 8.26 6.04
Pacific Advisors Balanced C PGBCX -3.28 6.42 -1.77 -9.76 2.23 -4.32
Pacific Funds Port Optim Gr Adv PMADX -1.79 14.63 2.02 2.74 7.66 5.59
Pacific Funds Port Optim Gr A PODAX -1.80 14.42 1.95 2.46 7.40 5.32
Pacific Funds Port Optim Gr C PODCX -1.85 13.86 1.76 1.73 6.60 4.53
1789 Growth and Income C PSECX 2.33 19.18 5.90 8.74 5.74 4.32
1789 Growth and Income P PSEPX 2.47 19.95 6.17 9.89 6.82 5.38
Putnam Capital Spectrum A PVSAX -7.19 9.47 -1.42 -16.48 -3.14 -3.02
Putnam Capital Spectrum B PVSBX -7.24 8.95 -1.61 -17.11 -3.87 -3.75
Putnam Capital Spectrum C PVSCX -7.23 8.98 -1.61 -17.09 -3.87 -3.74
Putnam Capital Spectrum M PVSMX -7.23 9.15 -1.54 -16.89 -3.63 -3.50
Putnam Capital Spectrum R PVSRX -7.19 9.33 -1.44 -16.67 -3.38 -3.26
Putnam Capital Spectrum Y PVSYX -7.17 9.65 -1.36 -16.27 -2.90 -2.77
American Funds Growth and Inc Port R3 RAICX -1.85 11.75 1.30 2.53 7.26 5.72
Russell Inv LifePoints Growth Strat A RALAX -2.26 7.83 0.00 -0.02 5.17 3.38
Russell Inv LifePoints Growth Strat C RALCX -2.36 7.29 -0.18 -0.78 4.38 2.61
Russell Inv LifePoints Growth Strat E RALEX -2.33 7.79 0.00 -0.02 5.18 3.39
Russell Inv LifePoints Growth Strat R1 RALRX -2.30 7.99 0.17 0.22 5.49 3.70
Russell Inv LifePoints Growth Strat S RALSX -2.30 7.99 0.08 0.20 5.44 3.64
Russell Inv LifePoints Growth Strat R4 RALUX -2.33 7.80 0.00 -0.07 5.21 3.43
Russell Inv LifePoints Growth Strat R5 RALVX -2.33 7.62 0.00 -0.30 4.94 3.17
American Funds Growth and Inc Port R2E RBEGX -1.85 11.69 1.26 2.40 7.10 ---
Columbia Capital Allocation Agrsv C RBGCX -2.49 12.61 0.74 -0.49 7.35 5.41
Russell Inv LifePoints Equity Gr Strat A REAAX -2.71 9.30 -0.40 -1.26 5.85 3.70
Russell Inv LifePoints Equity Gr Strat C RELCX -2.81 8.73 -0.54 -2.06 5.07 2.91
Russell Inv LifePoints Equity Gr Strat E RELEX -2.70 9.26 -0.32 -1.29 5.86 3.70
Russell Inv LifePoints Equity Gr StratR1 RELRX -2.68 9.48 -0.31 -1.01 6.18 4.03
Russell Inv LifePoints Equity Gr Strat S RELSX -2.69 9.42 -0.31 -1.11 6.10 3.94
Russell Inv LifePoints Equity Gr StratR4 RELUX -2.69 9.32 -0.40 -1.19 5.95 3.79
Russell Inv LifePoints Equity Gr StratR5 RELVX -2.65 9.19 -0.41 -1.43 5.69 3.53
American Funds Growth and Inc Port R1 RGNAX -1.85 11.42 1.21 2.10 6.79 5.25
American Funds Growth and Inc Port R2 RGNBX -1.86 11.52 1.27 2.11 6.81 5.26
American Funds Growth and Inc Port R4 RGNEX -1.78 12.02 1.43 2.89 7.59 6.06
American Funds Growth and Inc Port R5 RGNFX -1.77 12.19 1.50 3.18 7.93 6.37
American Funds Growth and Inc Port R6 RGNGX -1.78 12.24 1.51 3.17 7.94 6.41
American Funds Growth and Inc Port R5E RGQFX -1.78 12.13 1.49 3.04 7.83 ---
American Funds Income Fund of Amer R1 RIDAX -0.93 9.83 2.01 3.00 5.49 4.66
American Funds Income Fund of Amer R2 RIDBX -0.94 9.79 2.03 2.99 5.49 4.67
American Funds Income Fund of Amer R3 RIDCX -0.89 10.10 2.12 3.47 5.96 5.13
American Funds Income Fund of Amer R4 RIDEX -0.89 10.34 2.23 3.77 6.28 5.45
American Funds Income Fund of Amer R5 RIDFX -0.84 10.53 2.30 4.13 6.60 5.76
American Funds Income Fund of Amer R6 RIDGX -0.84 10.55 2.31 4.14 6.65 5.82
American Funds Income Fund of Amer R5E RIDHX -0.84 10.45 2.29 4.00 6.49 ---
American Funds Income Fund of Amer R2E RIEBX -0.89 10.01 2.08 3.32 5.80 ---
Davis Appreciation & Income A RPFCX -1.69 9.55 -0.88 -3.09 6.39 2.06
Saratoga Aggressive Balanced Allc A SABAX -1.59 9.75 1.12 -0.97 --- ---
Saratoga Aggressive Balanced Allc C SABCX -1.59 9.86 1.12 -0.87 --- ---
Saratoga Aggressive Balanced Allc I SABIX -1.59 9.97 1.22 -0.77 --- ---
Principal SAM Conservative Growth A SAGPX -1.40 14.01 2.23 3.51 8.30 6.07
SA Worldwide Moderate Growth SAWMX -3.23 7.15 -0.57 -2.34 5.69 ---
QS Moderate Growth C SCGCX -2.49 9.11 0.48 -0.47 5.34 3.53
Principal SAM Conservative Growth C SCGPX -1.40 13.43 2.04 2.73 7.48 5.27
QS Moderate Growth A SCGRX -2.40 9.67 0.69 0.27 6.11 4.27
SEI Market Growth Strategy Allc F (SAAT) SGOAX -2.39 12.95 1.11 -0.76 8.27 5.66
SEI Tax-Managed Agrsv Strat F (SAAT) SISAX -2.41 12.90 1.11 -0.78 8.26 5.65
SEI Core Market Strategy Allc F (SAAT) SKTAX -2.39 12.96 1.10 -0.77 8.27 5.66
SMI 50/40/10 SMILX 0.97 9.93 3.98 -3.62 5.79 ---
Schwab MarketTrack Growth SWHGX -2.00 11.68 0.98 -0.05 7.46 5.86
SEI Moderate Strategy Allc F (SAAT) SXMAX -0.63 14.36 2.23 4.45 8.10 7.24
T. Rowe Price Personal Strat Gr I TGIPX -1.84 14.33 2.31 4.39 9.80 ---
Thrivent Moderately Agrsv Allocation A TMAAX -1.72 13.22 1.65 2.61 8.25 6.11
Thrivent Moderately Agrsv Allocation S TMAFX -1.71 13.34 1.70 2.79 8.50 6.41
T. Rowe Price Personal Strat Gr TRSGX -1.84 14.25 2.28 4.27 9.68 7.00
TIAA-CREF Lifestyle Growth Institutional TSGGX -1.73 14.33 2.07 1.25 8.39 6.34
TIAA-CREF Lifestyle Growth Advisor TSGHX -1.80 14.18 2.00 1.12 8.29 ---
TIAA-CREF Lifestyle Growth Retail TSGLX -1.81 14.08 2.01 0.93 8.08 6.02
TIAA-CREF Lifestyle Growth Premier TSGPX -1.80 14.17 2.00 1.07 8.20 6.15
TIAA-CREF Lifestyle Growth Retirement TSGRX -1.80 14.06 2.01 0.97 8.09 6.04
Two Oaks Diversified Growth & Income A TWOAX 0.68 15.63 2.37 0.60 6.24 5.28
American Century Strat Allc: Agrsv Inv TWSAX -1.77 14.29 1.70 2.46 7.86 5.94
USAA Cornerstone Aggressive UCAGX -2.34 9.99 1.34 -0.52 5.58 3.24
VALIC Company II Agrsv Growth Lifestyle VAGLX -2.04 13.16 1.52 0.89 6.85 5.13
Value Line Capital Appreciation Investor VALIX -2.41 17.90 0.38 6.20 11.66 8.41
Vanguard LifeStrategy Growth Inv VASGX -1.99 12.71 1.81 2.68 8.02 6.14
Villere Balanced Inv VILLX -3.77 14.37 0.68 -3.51 5.11 2.13
Value Line Capital Appreciation Instl VLIIX -2.32 18.22 0.48 6.54 11.98 ---
Securian AM Real Asset Income Instl VSDIX 1.41 17.28 2.04 5.95 4.03 4.43
Voya Solution Moderately Agrsv Port R6 VYROX -2.16 12.92 1.55 1.39 7.14 ---
InvestEd Growth WAGRX -1.46 12.56 2.32 3.12 8.55 6.37
Wells Fargo WealthBuilder Gr Allc A WGAFX -1.80 12.18 1.44 0.67 --- ---
Wells Fargo WealthBuilder Gr Allc Instl WGAYX -1.80 12.38 1.53 0.98 --- ---
Wells Fargo WealthBuilder Gr Allc C WGCFX -1.94 11.66 1.25 -0.14 7.12 4.83
Walden Asset Management WSBFX -0.36 14.60 3.60 6.99 9.28 7.87