World Allocation: 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(%)
World Allocation 2.52 11.13 2.37 2.91 5.94 3.15
DWS RREEF Real Assets A AAAAX 2.28 17.24 2.62 9.28 7.63 3.27
DWS RREEF Real Assets C AAAPX 2.30 16.66 2.44 8.53 6.82 2.51
DWS RREEF Real Assets R AAAQX 2.27 17.06 2.54 8.96 7.36 3.04
DWS RREEF Real Assets S AAASX 2.30 17.30 2.67 9.40 7.77 3.43
DWS RREEF Real Assets R6 AAAVX 2.30 17.45 2.70 9.52 7.90 ---
DWS RREEF Real Assets T AAAWX 2.28 17.24 2.62 9.29 --- ---
DWS RREEF Real Assets Inst AAAZX 2.30 17.45 2.69 9.64 7.91 3.61
Invesco Balanced-Risk Allc C ABRCX 1.15 10.67 2.12 5.91 3.96 3.09
Invesco Balanced-Risk Allc R5 ABRIX 1.24 11.40 2.33 7.02 5.04 4.17
Invesco Balanced-Risk Allc R ABRRX 1.20 11.02 2.23 6.50 4.46 3.60
Invesco Balanced-Risk Allc Y ABRYX 1.24 11.41 2.42 7.03 5.02 4.12
Invesco Balanced-Risk Allc A ABRZX 1.26 11.21 2.28 6.76 4.74 3.86
Voya Global Multi-Asset C ACLGX 2.16 11.74 2.34 1.18 6.20 3.49
AB All Market Real Return C ACMTX 4.00 10.00 1.30 -2.23 3.65 -3.80
AllianzGI Global Allocation Admin AGAMX 1.87 12.56 2.62 4.20 6.46 3.49
AllianzGI Global Allocation P AGAPX 1.95 12.65 2.68 4.36 6.67 3.73
AllianzGI Global Allocation R AGARX 1.86 12.27 2.57 3.87 6.17 3.24
AllianzGI Global Allocation R6 AGASX 1.88 12.66 2.74 4.43 6.73 ---
American Beacon AHL TargetRisk C AHACX 0.97 --- 7.59 --- --- ---
American Beacon AHL TargetRisk A AHTAX 1.05 --- 7.75 --- --- ---
American Beacon AHL TargetRisk Instl AHTIX 1.05 25.40 7.73 --- --- ---
American Beacon AHL TargetRisk Investor AHTPX 1.05 25.20 7.75 --- --- ---
American Beacon AHL TargetRisk Y AHTYX 1.05 25.40 7.82 --- --- ---
Voya Global Multi-Asset I ALEGX 2.32 12.55 2.58 2.18 7.28 4.50
Invesco Balanced-Risk Allc R6 ALLFX 1.24 11.59 2.41 7.10 5.13 4.25
AB All Market Real Return A AMTAX 4.12 10.68 1.65 -1.44 4.48 -3.08
AB All Market Real Return I AMTIX 4.16 11.08 1.79 -0.96 4.94 -2.68
AB All Market Real Return K AMTKX 4.04 10.69 1.56 -1.44 4.48 -3.06
AB All Market Real Return 1 AMTOX 4.06 10.89 1.68 -1.24 4.68 -2.91
AB All Market Real Return R AMTRX 4.05 10.56 1.56 -1.61 4.18 -3.32
AB All Market Real Return 2 AMTTX 4.10 11.05 1.65 -1.06 4.88 -2.68
AB All Market Real Return Advisor AMTYX 4.00 10.87 1.66 -1.17 4.72 -2.82
AB All Market Real Return Z AMTZX 4.16 11.08 1.67 -0.98 4.94 -2.69
Appleseed Institutional APPIX 8.82 6.41 8.92 4.07 6.09 3.16
Appleseed Investor APPLX 8.79 6.28 8.79 3.86 5.91 2.95
Voya Global Multi-Asset A ATLAX 2.27 12.37 2.54 1.92 7.02 4.27
Pioneer Solutions Balanced R BALRX 3.30 9.21 2.27 -0.69 3.43 ---
Northern Global Tactical Asset Allc BBALX 3.12 12.14 2.79 4.56 6.57 4.32
BlackRock Dynamic High Income Inv A BDHAX 2.34 15.49 2.79 5.95 8.12 ---
BlackRock Dynamic High Income Inv C BDHCX 2.18 14.79 2.50 5.07 7.29 ---
BlackRock Dynamic High Income Instl BDHIX 2.25 15.70 2.75 6.11 8.35 ---
BlackRock Dynamic High Income K BDHKX 2.36 15.73 2.76 6.27 8.44 ---
UBS Global Allocation A BNGLX 2.59 12.91 3.34 4.45 6.91 3.86
UBS Global Allocation P BPGLX 2.61 13.05 3.34 4.67 7.15 4.10
American Funds Capital Income Bldr A CAIBX 2.39 11.54 2.40 5.77 5.87 4.29
American Funds Capital Income Bldr F2 CAIFX 2.40 11.70 2.46 5.98 6.07 4.49
American Funds Global Balanced 529A CBFAX 2.02 11.05 2.12 5.39 5.63 3.66
American Funds Global Balanced 529C CBFCX 1.97 10.44 1.93 4.62 4.83 2.86
American Funds Global Balanced 529E CBFEX 2.02 10.88 2.07 5.17 5.40 3.43
American Funds Global Balanced 529F1 CBFFX 2.05 11.24 2.20 5.64 5.88 3.89
Chiron Capital Allocation I CCAPX 1.33 7.91 1.24 -1.27 5.49 ---
Centerstone Investors C CENNX 4.08 11.19 0.63 -1.03 4.12 ---
Centerstone Investors I CENTX 4.10 11.95 0.79 -0.12 5.13 ---
Centerstone Investors A CETAX 4.12 11.79 0.80 -0.26 4.90 ---
American Funds Capital Income Bldr F3 CFIHX 2.42 11.78 2.49 6.08 --- ---
Cargile CFNDX 2.81 7.46 4.82 2.20 --- ---
Calamos Global Growth & Income I CGCIX 1.56 12.93 1.21 0.76 6.83 4.29
Columbia Global Opportunities Inst3 CGOYX 1.14 10.79 2.16 3.32 --- ---
American Funds Capital Income Bldr C CIBCX 2.30 10.93 2.20 4.94 5.04 3.47
American Funds Capital Income Bldr F1 CIBFX 2.37 11.47 2.39 5.68 5.78 4.21
American Funds Capital Income Bldr 529A CIRAX 2.37 11.49 2.39 5.70 5.79 4.20
American Funds Capital Income Bldr 529C CIRCX 2.31 10.90 2.21 4.90 4.99 3.41
American Funds Capital Income Bldr 529E CIREX 2.35 11.31 2.33 5.45 5.55 3.97
American Funds Capital Income Bldr 529F CIRFX 2.40 11.67 2.45 5.94 6.03 4.44
Columbia Global Opportunities Inst2 CLNRX 1.14 10.83 2.15 3.34 6.92 4.73
Columbia Global Opportunities R CSARX 1.09 10.41 1.98 2.75 6.33 4.10
Columbia Global Opportunities Inst CSAZX 1.14 10.81 2.09 3.32 6.86 4.66
Columbia Global Opportunities Adv CSDRX 1.14 10.78 2.09 3.24 6.84 4.63
Calamos Global Growth & Income C CVLCX 1.49 12.16 0.95 -0.23 5.77 3.25
Calamos Global Growth & Income A CVLOX 1.67 12.90 1.19 0.54 6.58 4.04
Natixis ASG Dynamic Allocation A DAAFX 2.72 9.17 2.92 -0.60 6.94 ---
Natixis ASG Dynamic Allocation C DACFX 2.64 8.60 2.75 -1.41 6.14 ---
Natixis ASG Dynamic Allocation Y DAYFX 2.71 9.36 3.00 -0.37 7.19 ---
Destinations Real Assets I DRAFX -2.83 -28.84 -20.31 -53.78 --- ---
BNY Mellon Sustainable Balanced K DRAKX 2.32 12.92 3.44 3.05 --- ---
BNY Mellon Sustainable Balanced Service DRASX 2.24 12.73 3.36 2.75 --- ---
Destinations Real Assets Z DRAZX -2.80 -28.72 -20.27 -53.72 --- ---
Destra Wolverine Dynamic Asset A DWAAX 0.44 6.87 2.63 -3.50 5.10 ---
Destra Wolverine Dynamic Asset C DWACX 0.37 6.28 2.40 -4.26 4.30 ---
Destra Wolverine Dynamic Asset I DWAIX 0.52 7.05 2.71 -3.22 5.37 ---
First Eagle Global Income Builder R5 EABRX 2.38 --- --- --- --- ---
First Eagle Global R4 EAGRX 3.75 15.92 4.72 6.95 --- ---
First Eagle Global R3 EARGX 4.88 15.71 4.64 6.71 --- ---
Eaton Vance Global Income Builder A EDIAX 3.24 15.75 3.27 3.99 7.58 5.16
Eaton Vance Global Income Builder C EDICX 3.20 15.22 3.11 3.24 6.77 4.38
Eaton Vance Global Income Builder I EDIIX 3.38 15.98 3.46 4.39 7.88 5.44
Eaton Vance Global Income Builder R EDIRX 3.34 15.74 3.34 3.84 7.31 4.89
FS Real Asset A FARLX 3.44 6.28 1.60 --- --- ---
First Eagle Global Income Builder R3 FBRRX 2.49 10.32 2.48 3.68 --- ---
Templeton Global Balanced C FCGBX 3.25 2.43 0.25 -5.82 2.54 -0.18
First Eagle Global Income Builder A FEBAX 2.49 10.57 2.51 3.97 5.71 3.66
First Eagle Global Income Builder C FEBCX 2.35 9.92 2.23 3.12 4.91 2.87
First Eagle Global Income Builder I FEBIX 2.52 10.70 2.58 4.16 6.00 3.91
First Eagle Global Income Builder R6 FEBRX 2.43 10.72 2.58 4.18 --- ---
First Eagle Global R6 FEGRX 3.76 16.09 4.77 7.24 --- ---
First Eagle Global C FESGX 3.67 15.18 4.49 6.08 6.16 4.59
Templeton Global Balanced R6 FGGBX 3.14 2.90 0.53 -4.70 3.72 0.94
First Eagle Global Income Builder R4 FIBRX 2.38 --- --- --- --- ---
Meeder Global Allocation Retail FLFGX 4.03 6.36 3.13 -2.42 7.29 2.61
Franklin Mutual Quest R6 FMQRX 4.64 9.74 2.68 -2.17 5.31 3.54
Franklin Mutual Quest R FMQSX 4.58 9.33 2.54 -2.71 4.71 2.95
MFS Prudent Investor A FPPAX 0.57 10.23 1.14 5.44 --- ---
MFS Prudent Investor B FPPDX 0.47 9.71 1.05 4.67 --- ---
MFS Prudent Investor C FPPEX 0.47 9.64 0.95 4.66 --- ---
MFS Prudent Investor I FPPJX 0.56 10.43 1.23 5.73 --- ---
MFS Prudent Investor R3 FPPQX 0.47 10.23 1.14 5.38 --- ---
MFS Prudent Investor R1 FPPRX 0.47 9.71 0.95 4.64 --- ---
MFS Prudent Investor R2 FPPSX 0.57 10.12 1.14 5.23 --- ---
MFS Prudent Investor R4 FPPUX 0.56 10.43 1.23 5.63 --- ---
MFS Prudent Investor R6 FPPVX 0.56 10.43 1.14 5.63 --- ---
First Eagle Global R5 FRGLX 3.71 --- --- --- --- ---
Federated Global Allocation B FSBBX 2.33 11.70 1.94 1.52 5.56 2.74
Federated Global Allocation C FSBCX 2.28 11.73 1.96 1.54 5.62 2.79
Federated Global Allocation R FSBKX 2.34 12.01 2.01 1.85 5.95 3.13
Federated Global Allocation R6 FSBLX 2.37 12.61 2.23 2.68 6.74 ---
FS Real Asset I FSRLX 3.34 6.41 1.63 --- --- ---
Federated Global Allocation A FSTBX 2.32 12.33 2.10 2.28 6.39 3.56
Aberdeen Dynamic Allocation I/S GAASX 3.91 14.08 3.08 3.34 5.69 3.47
Aberdeen Dynamic Allocation R GAGRX 3.81 13.50 2.88 2.59 4.98 2.77
JPMorgan Global Allocation A GAOAX 1.63 10.47 2.30 3.64 7.09 4.87
JPMorgan Global Allocation C GAOCX 1.60 10.09 2.15 3.11 6.55 4.35
JPMorgan Global Allocation R4 GAOFX 1.68 10.64 2.33 --- --- ---
JPMorgan Global Allocation R2 GAONX 1.64 10.22 2.22 3.24 6.76 4.57
JPMorgan Global Allocation R5 GAORX 1.67 10.68 2.35 --- --- ---
JPMorgan Global Allocation I GAOSX 1.67 10.66 2.34 3.87 7.37 5.13
JPMorgan Global Allocation R3 GAOTX 1.68 10.39 2.28 --- --- ---
JPMorgan Global Allocation R6 GAOZX 1.73 10.80 2.43 4.06 --- ---
GMO Global Asset Allocation Series R6 GATRX 3.45 10.90 2.96 5.31 6.17 3.13
KL Allocation Advisor GAVAX -0.36 11.46 3.08 4.79 2.76 4.24
KL Allocation Institutional GAVIX -0.36 11.69 3.10 5.09 3.01 4.51
GMO Strategic Opportunities Allc III GBATX 4.09 11.36 2.89 3.94 6.78 3.43
GMO Benchmark-Free III GBFFX 3.66 8.15 1.96 4.13 5.55 2.41
GMO Benchmark-Free Allocation Ser PS GBFPX 3.10 6.67 1.43 3.51 --- ---
American Funds Global Balanced A GBLAX 2.05 11.12 2.17 5.46 5.70 3.73
American Funds Global Balanced C GBLCX 1.97 10.48 1.94 4.65 4.87 2.92
American Funds Global Balanced F1 GBLEX 2.05 11.04 2.15 5.42 5.64 3.68
American Funds Global Balanced F2 GBLFX 2.05 11.26 2.18 5.68 5.92 3.95
GMO Benchmark-Free Allocation IV GBMBX 3.09 6.79 1.49 3.69 4.63 2.10
GMO Benchmark-Free Allocation III GBMFX 3.09 6.77 1.46 3.63 4.57 2.05
GMO Benchmark-Free Allocation I GBMIX 3.09 --- --- --- --- ---
GMO Benchmark-Free Allocation Ser R6 GBMRX 3.09 6.67 1.44 3.53 4.46 1.95
Meeder Global Allocation Adviser GBPAX 4.02 6.45 3.18 -2.25 --- ---
Meeder Global Allocation Institutional GBPIX 4.11 6.75 3.32 -1.98 --- ---
Lazard Global Dynamic Multi-Asset Inst GDMIX 1.86 12.19 1.96 2.31 8.04 ---
Lazard Global Dynamic Multi-Asset Open GDMOX 1.86 11.97 1.86 1.96 7.72 ---
American Funds Global Balanced F3 GFBLX 2.08 11.35 2.24 5.78 --- ---
Goldman Sachs Growth Strategy P GGPPX 3.39 15.52 3.39 4.19 --- ---
Goldman Sachs Growth Strategy A GGSAX 3.40 15.22 3.33 3.75 8.45 5.19
Goldman Sachs Growth Strategy C GGSCX 3.35 14.59 3.16 3.02 7.64 4.42
Goldman Sachs Growth Strategy Instl GGSIX 3.39 15.54 3.39 4.15 8.85 5.61
Goldman Sachs Growth Strategy R GGSRX 3.36 15.03 3.29 3.51 8.19 4.93
Goldman Sachs Growth Strategy Svc GGSSX 3.34 15.12 3.28 3.64 8.33 5.09
Goldman Sachs Growth Strategy Inv GGSTX 3.38 15.37 3.38 3.98 8.71 5.46
Goldman Sachs Growth Strategy R6 GGSUX 3.39 15.52 3.46 4.19 8.91 ---
GMO Implementation GIMFX 3.56 7.10 1.90 4.32 5.13 2.19
Invesco Oppenheimer Global Allocation R5 GLALX 2.18 --- 3.51 --- --- ---
GMO Global Asset Allocation Series PS GLAPX 3.34 10.76 2.83 5.16 --- ---
Leuthold Global Inst GLBIX 0.98 6.51 1.62 -2.71 3.32 1.27
Leuthold Global Retail GLBLX 0.99 6.34 1.70 -3.01 3.06 1.04
Aberdeen Diversified Income A GMAAX 3.48 10.92 2.62 4.25 4.86 3.15
Aberdeen Diversified Income C GMACX 3.37 10.32 2.38 3.45 4.13 2.44
Invesco Oppenheimer Global MA Gr R5 GMAGX 3.06 --- 2.96 --- --- ---
Aberdeen Diversified Income I GMAIX 3.55 11.20 2.76 4.56 5.18 3.47
Goldman Sachs Satellite Strategies P GMFPX 2.22 14.17 2.50 7.79 --- ---
Aberdeen Dynamic Allocation A GMMAX 3.80 13.74 2.97 2.91 5.33 3.15
Aberdeen Dynamic Allocation C GMMCX 3.69 13.22 2.71 2.24 4.63 2.44
Aberdeen Dynamic Allocation Inst GMMIX 3.80 14.08 3.04 3.28 5.67 3.47
GMO Risk Premium VI GMOKX 2.20 10.42 0.89 -0.07 6.77 5.22
GMO Risk Premium III GMRPX 2.22 10.36 0.90 -0.16 6.66 5.15
Aberdeen Diversified Income R GMRRX 3.50 10.68 2.55 3.86 4.57 2.81
GMO Global Asset Allocation III GMWAX 3.41 11.00 2.93 5.36 6.30 3.24
Goldman Sachs Satellite Strategies A GXSAX 2.21 13.95 2.53 7.49 4.92 2.81
Goldman Sachs Satellite Strategies C GXSCX 2.23 13.36 2.27 6.57 4.15 2.04
Goldman Sachs Satellite Strategies Instl GXSIX 2.22 14.18 2.50 7.78 5.31 3.19
Goldman Sachs Satellite Strategies R GXSRX 2.22 13.70 2.46 7.22 4.68 2.56
Goldman Sachs Satellite Strategies Svc GXSSX 2.22 13.75 2.37 7.22 4.81 2.70
Goldman Sachs Satellite Strategies Inv GXSTX 2.22 14.10 2.46 7.63 5.16 3.05
Goldman Sachs Satellite Strategies R6 GXSUX 2.22 14.33 2.63 7.93 5.33 ---
Janus Henderson Dividend & Inc Builder A HDAVX 3.71 11.42 2.04 2.22 6.39 4.34
Janus Henderson Dividend & Inc Builder C HDCVX 3.69 10.87 1.89 1.56 5.59 3.56
Janus Henderson Dividend & Inc Builder D HDDVX 3.79 11.54 2.06 2.42 --- ---
Janus Henderson Dividend & Inc Builder I HDIVX 3.78 11.64 2.15 2.56 6.67 4.60
Janus Henderson Dividend & Inc Builder S HDQVX 3.88 11.71 2.07 2.51 --- ---
Janus Henderson Dividend & Inc Builder N HDRVX 3.79 11.68 2.17 2.63 6.64 ---
Janus Henderson Dividend & Inc Builder T HDTVX 3.79 11.45 2.06 2.28 --- ---
Hartford Global All-Asset A HLAAX 2.39 12.29 3.24 3.97 6.29 3.97
Hartford Global All-Asset C HLACX 2.42 11.72 3.08 3.23 5.52 3.20
Hartford Global All-Asset F HLAFX 2.38 12.36 3.34 4.25 --- ---
Hartford Global All-Asset I HLAIX 2.48 12.47 3.33 4.32 6.60 4.25
Hartford Global All-Asset R3 HLARX 2.39 11.92 3.14 3.59 5.95 3.67
Hartford Global All-Asset R4 HLASX 2.35 12.19 3.19 3.91 6.28 3.99
Hartford Global All-Asset R5 HLATX 2.40 12.34 3.26 4.20 6.62 4.15
Hartford Global All-Asset R6 HLAUX 2.37 12.46 3.33 4.32 --- ---
Hartford Global All-Asset Y HLAYX 2.37 12.47 3.33 4.29 6.63 4.32
Hartford Global Real Asset A HRLAX 5.83 7.24 1.25 -2.10 3.64 -2.13
Hartford Global Real Asset C HRLCX 5.71 6.62 1.05 -2.90 2.86 -2.89
Hartford Global Real Asset F HRLFX 5.84 7.38 1.37 -1.82 --- ---
Hartford Global Real Asset I HRLIX 5.84 7.38 1.25 -1.91 3.94 -1.88
Hartford Global Real Asset R3 HRLRX 5.81 6.95 1.13 -2.44 3.34 -2.41
Hartford Global Real Asset R4 HRLSX 5.82 7.22 1.25 -1.99 3.71 -2.10
Hartford Global Real Asset R5 HRLTX 5.88 7.42 1.38 -1.83 3.99 -1.84
Hartford Global Real Asset Y HRLYX 5.96 7.50 1.37 -1.71 4.04 -1.79
Voya Global Multi-Asset W IAFWX 2.32 12.46 2.58 2.19 7.25 4.51
Voya Global Perspectives A IAPVX 2.54 13.43 2.72 4.79 6.20 4.17
Ivy Asset Strategy E IASEX 1.90 15.30 2.87 5.23 8.88 1.78
Ivy Asset Strategy R IASRX 1.88 14.94 2.76 4.82 8.42 1.38
Ivy Asset Strategy N IASTX 1.94 15.54 2.94 5.51 9.20 2.11
Voya Global Perspectives C ICPVX 2.48 12.74 2.58 3.96 5.42 3.38
Voya Global Multi-Asset O IDSIX 2.29 12.15 2.47 1.63 6.87 4.19
AIG Income Explorer A IEAAX 3.26 16.23 3.17 5.72 6.91 4.46
AIG Income Explorer C IEACX 3.21 15.74 3.00 5.10 6.23 3.80
AIG Income Explorer W IEAWX 3.28 16.39 3.22 5.94 7.13 4.67
Voya Global Diversified Payment A IGPAX 1.55 10.22 1.89 3.00 5.11 3.47
Voya Global Diversified Payment C IGPCX 1.45 9.69 1.67 2.16 4.34 2.70
Voya Global Diversified Payment I IGPIX 1.46 10.35 1.84 3.08 5.40 3.77
Voya Global Diversified Payment R IGPRX 1.39 10.12 1.67 2.81 4.89 3.26
Voya Global Diversified Payment W IGPWX 1.46 10.38 1.85 3.08 5.37 3.72
Voya Global Perspectives I IIPVX 2.44 13.51 2.72 4.91 6.42 4.40
Ivy Apollo Multi-Asset Income A IMAAX 2.59 11.01 2.01 3.99 5.95 ---
Ivy Apollo Multi-Asset Income C IMACX 2.60 10.42 1.82 3.22 5.20 ---
Ivy Apollo Multi-Asset Income I IMAIX 2.62 11.27 2.13 4.44 6.32 ---
Ivy Apollo Multi-Asset Income Y IMAYX 2.69 11.02 2.10 4.09 6.03 ---
Pioneer Solutions Balanced Y IMOYX 3.40 9.69 2.48 -0.20 3.92 2.20
Columbia Global Opportunities A IMRFX 1.15 10.54 2.03 2.99 6.58 4.39
Ivy Apollo Multi-Asset Income N IMURX 2.72 11.37 2.13 4.55 6.47 ---
Voya Global Perspectives Port A IPARX 2.49 13.11 2.38 4.51 6.13 4.15
Voya Global Perspectives Port I IPIRX 2.47 13.29 2.35 4.74 6.45 4.47
Voya Global Perspectives Port S IPSRX 2.39 13.10 2.29 4.51 6.18 4.18
Voya Global Perspectives R IRPVX 2.46 13.17 2.64 4.45 5.91 3.91
Ivy Asset Strategy I IVAEX 1.92 15.42 2.92 5.38 9.04 1.98
IVA Worldwide A IVWAX 4.03 7.18 1.07 -1.02 4.49 2.68
IVA Worldwide C IVWCX 3.95 6.63 0.91 -1.74 3.71 1.92
IVA Worldwide I IVWIX 4.08 7.34 1.12 -0.75 4.75 2.94
Ivy Wilshire Global Allocation A IWGAX 2.89 12.33 3.02 3.69 6.19 0.93
Ivy Wilshire Global Allocation B IWGBX 2.96 11.68 2.82 2.66 5.13 -0.10
Ivy Wilshire Global Allocation C IWGCX 2.92 11.83 2.92 2.95 5.36 0.14
Ivy Wilshire Global Allocation I IWGIX 2.97 12.74 3.23 4.15 6.58 1.26
Ivy Wilshire Global Allocation N IWGNX 3.01 12.76 3.14 4.13 --- ---
Ivy Wilshire Global Allocation R IWGRX 2.89 12.19 3.02 3.53 --- ---
Ivy Wilshire Global Allocation Y IWGYX 2.89 12.48 3.02 3.80 --- ---
Voya Global Perspectives W IWPVX 2.43 13.49 2.71 4.99 6.46 4.41
Janus Henderson Adaptive Global Allc A JAGAX 2.62 8.07 0.69 1.25 6.75 ---
Janus Henderson Adaptive Global Allc D JAGDX 2.62 8.28 0.79 1.44 6.92 ---
Janus Henderson Adaptive Global Allc N JAGNX 2.71 8.37 0.89 1.60 7.07 ---
Janus Henderson Adaptive Global Allc S JAGSX 2.61 8.27 0.79 1.36 6.75 ---
Janus Henderson Adaptive Global Allc C JAVCX 2.73 8.31 0.79 1.27 6.23 ---
Janus Henderson Global Allc Cnsrv A JCAAX 0.72 9.26 2.27 3.80 4.69 2.93
Janus Henderson Global Allc Cnsrv C JCACX 0.65 8.73 2.07 3.03 4.02 2.36
Janus Henderson Global Allc Cnsrv I JCAIX 0.71 9.40 2.34 4.04 4.93 3.20
Janus Henderson Global Allc Cnsrv S JCASX 0.72 9.14 2.20 3.66 4.52 2.79
Janus Henderson Global Allocation Gr A JGCAX 2.83 14.11 2.91 2.87 7.82 4.50
Janus Henderson Global Allocation Gr C JGCCX 2.82 13.54 2.75 2.12 7.11 3.84
Janus Henderson Global Allocation Gr I JGCIX 2.81 14.34 2.96 3.11 8.08 4.75
Janus Henderson Global Allocation Gr S JGCSX 2.78 13.95 2.86 2.70 7.62 4.31
Janus Henderson Global Allocation Mod A JMOAX 1.80 11.31 2.61 3.17 6.19 3.66
Janus Henderson Global Allocation Mod C JMOCX 1.75 10.75 2.32 2.42 5.48 3.01
Janus Henderson Global Allocation Mod I JMOIX 1.79 11.43 2.59 3.31 6.43 3.88
Janus Henderson Global Allocation Mod S JMOSX 1.74 11.14 2.47 2.91 6.03 3.48
Janus Henderson Global Allc Cnsrv D JMSCX 0.71 9.31 2.26 3.94 4.88 3.13
Janus Henderson Global Allocation Gr D JNSGX 2.88 14.33 3.03 3.07 8.03 4.68
Janus Henderson Global Allocation Mod D JNSMX 1.87 11.41 2.59 3.38 6.41 3.84
JOHCM Global Income Builder Instl JOBIX 2.69 14.17 2.84 8.36 --- ---
JOHCM Global Income Builder I JOFIX 2.68 14.09 2.82 8.25 --- ---
JOHCM Global Income Builder II JOIIX 3.20 --- --- --- --- ---
Janus Henderson Global Allc Cnsrv T JSPCX 0.80 9.33 2.34 3.92 4.82 3.07
Janus Henderson Global Allocation Gr T JSPGX 2.81 14.18 2.96 2.98 7.94 4.60
Janus Henderson Global Allocation Mod T JSPMX 1.80 11.45 2.60 3.23 6.32 3.78
Janus Henderson Adaptive Global Allc I JVGIX 2.61 8.26 0.79 1.47 7.00 ---
Janus Henderson Adaptive Global Allc T JVGTX 2.62 8.17 0.79 1.36 6.87 ---
DWS Global Income Builder A KTRAX 2.26 15.28 2.90 5.46 8.40 4.34
DWS Global Income Builder C KTRCX 2.26 14.73 2.71 4.77 7.58 3.54
DWS Global Income Builder Inst KTRIX 2.37 15.44 2.96 5.72 8.66 4.60
DWS Global Income Builder S KTRSX 2.36 15.53 3.06 5.80 8.66 4.58
DWS Global Income Builder R6 KTRZX 2.37 15.50 2.99 5.94 8.79 4.64
Loomis Sayles Global Allocation A LGMAX 1.95 20.04 3.71 9.07 11.15 7.78
Loomis Sayles Global Allocation C LGMCX 1.89 19.41 3.54 8.23 10.31 6.97
Loomis Sayles Global Allocation N LGMNX 1.98 20.36 3.82 9.45 --- ---
Loomis Sayles Global Allocation Y LSWWX 1.98 20.30 3.78 9.31 11.43 8.05
BlackRock Global Allocation Instl MALOX 2.25 11.57 2.77 4.00 5.88 3.57
Morgan Stanley Inst Global Strat A MBAAX 2.33 11.60 2.12 4.61 6.90 3.24
BlackRock Global Allocation Inv C MCLOX 2.23 10.75 2.56 3.01 4.81 2.53
MainStay Income Builder C MCTRX 1.63 12.79 2.99 6.65 6.02 3.86
BlackRock Global Allocation Inv A MDLOX 2.27 11.37 2.76 3.78 5.59 3.28
MFS Global Total Return B MFWBX 1.86 12.32 3.11 4.95 5.09 3.78
MFS Global Total Return C MFWCX 1.88 12.39 3.10 4.98 5.10 3.79
MFS Global Total Return R1 MFWGX 1.84 12.35 3.13 5.01 5.09 3.79
MFS Global Total Return R3 MFWHX 1.90 12.90 3.26 5.73 5.90 4.58
MFS Global Total Return I MFWIX 1.91 13.13 3.34 6.03 6.15 4.83
MFS Global Total Return R4 MFWJX 1.94 13.16 3.36 6.02 6.15 4.84
MFS Global Total Return R6 MFWLX 1.97 13.25 3.42 6.14 6.27 4.93
MFS Global Total Return A MFWTX 1.89 12.99 3.31 5.76 5.88 4.57
MFS Global Total Return R2 MGBRX 1.91 12.80 3.22 5.55 5.63 4.32
MassMutual Select BlackRock Glbl Allc A MGJAX 2.23 11.34 2.71 3.64 5.46 3.06
MassMutual Select BlackRock Glbl Allc R4 MGJFX 2.26 11.36 2.74 3.71 5.55 3.15
MassMutual Select BlackRock Glbl Allc I MGJIX 2.31 11.73 2.89 4.21 6.04 3.62
MassMutual Select BlackRock Glbl Allc R3 MGJRX 2.26 11.29 2.75 3.54 5.32 2.92
Morgan Stanley Inst Global Strat IS MGPOX 2.37 11.94 2.30 5.06 7.27 ---
MassMutual Select BlackRock Glb Allc Adm MGSLX 2.24 11.56 2.80 3.79 5.70 3.30
MassMutual Select BlackRock Glb Allc R5 MGSSX 2.28 11.65 2.84 4.08 5.93 3.52
MassMutual Select BlackRock Glb Allc Svc MGSYX 2.32 11.63 2.89 4.05 5.84 3.43
BlackRock Global Allocation K MKLOX 2.31 11.68 2.87 4.13 5.97 ---
MainStay Income Builder B MKTRX 1.62 12.76 2.99 6.66 6.02 3.85
Morgan Stanley Inst Global Strat Instl MPBAX 2.37 11.88 2.24 4.96 7.24 3.58
Franklin Mutual Quest Z MQIFX 4.56 9.73 2.67 -2.23 5.25 3.47
Morgan Stanley Real Assets A MRJAX 2.53 12.72 0.91 4.00 --- ---
Morgan Stanley Real Assets C MRJCX 2.43 12.13 0.80 3.25 --- ---
Morgan Stanley Real Assets I MRJIX 2.53 12.99 1.01 4.37 --- ---
Morgan Stanley Real Assets IS MRJSX 2.53 13.00 1.01 4.39 --- ---
BlackRock Global Allocation R MRLOX 2.22 11.11 2.68 3.43 5.25 2.95
Morgan Stanley Inst Global Strat L MSDLX 2.28 11.16 2.01 4.10 6.36 2.72
Morgan Stanley Inst Glbl MltiAsst Inc I MSGMX 0.99 8.83 1.51 4.69 3.81 ---
Morgan Stanley Inst Glbl MltiAsst Inc A MSGOX 0.99 8.59 1.48 4.39 3.49 ---
Morgan Stanley Inst Glbl MltiAsst Inc C MSGYX 0.90 8.01 1.15 3.61 2.69 ---
Morgan Stanley Inst Glbl MltiAsst Inc IS MSMUX 0.99 8.84 1.52 4.74 3.89 ---
Morgan Stanley Inst Global Strat C MSSOX 2.30 10.93 1.96 3.80 6.05 ---
Morningstar Global Income MSTGX 3.25 13.69 2.99 --- --- ---
Morningstar Unconstrained Allc MSTSX 3.96 10.98 2.64 --- --- ---
MainStay Income Builder Inv MTINX 1.70 13.41 3.20 7.46 6.83 4.64
MainStay Income Builder R6 MTODX 1.72 13.77 3.30 7.97 --- ---
MainStay Income Builder I MTOIX 1.72 13.69 3.27 7.88 7.24 5.05
MainStay Income Builder A MTRAX 1.71 13.47 3.19 7.58 6.95 4.78
MainStay Income Builder R2 MTXRX 1.70 13.40 3.22 7.51 6.86 ---
MainStay Income Builder R3 MTXVX 1.68 13.22 3.10 7.21 6.58 ---
Neuberger Berman Global Allocation A NGLAX 3.15 12.81 3.06 3.15 6.78 3.70
Neuberger Berman Global Allocation C NGLCX 3.06 12.22 2.87 2.45 6.01 2.93
Neuberger Berman Global Allocation Instl NGLIX 3.13 13.03 3.13 3.52 7.16 4.07
Neuberger Berman Global Allocation R6 NRGLX 3.22 --- 3.22 --- --- ---
Nuveen Real Asset Income A NRIAX 2.18 17.68 3.84 10.83 6.64 5.92
Nuveen Real Asset Income C NRICX 2.16 17.11 3.69 10.05 5.86 5.15
Nuveen Real Asset Income R6 NRIFX 2.24 18.00 3.95 11.25 7.02 ---
Nuveen Real Asset Income I NRIIX 2.20 17.88 3.90 11.10 6.91 6.19
Old Westbury Multi-Asset Opports Fd OWMAX 2.86 11.54 2.31 1.54 6.30 3.66
T. Rowe Price Global Allocation Advisor PAFGX 2.36 13.50 2.92 5.16 7.53 5.31
AllianzGI Global Allocation A PALAX 1.84 12.38 2.59 4.12 6.36 3.43
AllianzGI Global Allocation C PALCX 1.79 11.81 2.43 3.27 5.54 2.65
AllianzGI Global Allocation Instl PALLX 1.94 12.68 2.68 4.35 6.58 3.65
PineBridge Dynamic Asset Allc Instl PDAIX 2.48 8.26 1.32 -1.74 5.02 ---
Principal Diversified Real Asset R6 PDARX 3.14 10.91 2.22 1.95 4.45 ---
PineBridge Dynamic Asset Allc Invt Svcng PDAVX 2.38 8.05 1.23 -1.91 4.91 ---
Principal Diversified Real Asset Instl PDRDX 3.14 10.91 2.22 1.89 4.41 -0.12
RiskPro® PFG 0-15 R PFADX -0.50 6.88 1.64 4.05 --- ---
RiskPro® Dynamic 15-25 R PFDPX 2.79 10.43 2.05 3.15 --- ---
PIMCO Global Core Asset Allocation Instl PGAIX 2.08 9.82 1.51 3.54 6.77 4.29
PIMCO Global Core Asset Allocation I2 PGAPX 2.08 9.73 1.43 3.41 6.67 4.18
Principal Diversified Real Asset R3 PGDRX 3.16 10.54 2.05 1.37 3.85 ---
Principal Diversified Real Asset R4 PGDSX 3.15 10.71 2.14 1.59 4.09 ---
Principal Diversified Real Asset R5 PGDTX 3.15 10.72 2.14 1.71 4.24 ---
PIMCO Global Core Asset Allocation A PGMAX 2.10 9.46 1.36 3.07 6.29 3.75
PIMCO Global Core Asset Allocation C PGMCX 2.00 8.92 1.16 2.31 5.49 2.98
Pioneer Solutions Balanced A PIALX 3.36 9.54 2.34 -0.37 3.69 1.96
Pioneer Solutions Balanced C PIDCX 3.28 8.91 2.16 -1.12 2.94 1.23
PIMCO Dividend and Income C PQICX 5.34 9.13 2.39 -0.62 5.96 1.56
PIMCO Dividend and Income Institutional PQIIX 5.46 10.08 2.69 0.47 7.15 2.71
PIMCO Dividend and Income I2 PQIPX 5.44 9.94 2.58 0.42 7.02 2.62
PIMCO Dividend and Income A PQIZX 5.40 9.73 2.54 0.12 6.76 2.33
T. Rowe Price Real Assets PRAFX 5.19 14.57 2.48 4.13 4.79 1.33
Principal Diversified Real Asset A PRDAX 3.24 10.71 2.23 1.61 4.05 -0.49
Principal Diversified Real Asset C PRDCX 3.03 10.00 1.91 0.72 3.24 -1.24
T. Rowe Price Real Assets I PRIKX 5.19 14.68 2.57 4.33 4.95 ---
Invesco Oppenheimer Global Allocation C QGRCX 2.06 11.59 3.22 2.07 4.30 3.17
Invesco Oppenheimer Global Allocation R6 QGRIX 2.18 12.52 3.52 3.25 5.52 4.40
Invesco Oppenheimer Global Allocation R QGRNX 2.12 11.99 3.36 2.60 4.84 3.70
Invesco Oppenheimer Global Allocation Y QGRYX 2.13 12.32 3.46 3.10 5.33 4.20
Invesco Oppenheimer Glbl Mlt-Asst Gr A QMGAX 2.96 13.61 2.87 1.66 5.38 ---
Invesco Oppenheimer Glbl Mlt-Asst Gr C QMGCX 2.93 12.96 2.73 0.93 4.62 ---
Invesco Oppenheimer Glbl Mlt-Asst Gr R6 QMGIX 3.04 13.88 3.04 2.03 5.66 ---
Invesco Oppenheimer Glbl Mlt-Asst Gr R QMGRX 2.98 13.35 2.79 1.39 5.10 ---
Invesco Oppenheimer Glbl Mlt-Asst Gr Y QMGYX 3.04 13.76 2.95 1.93 5.59 ---
Invesco Oppenheimer Global Allocation A QVGIX 2.13 12.11 3.40 2.83 5.08 3.95
RiverFront Asset Allocation Gr & Inc A RAGIX 3.66 11.76 2.49 -1.10 --- ---
Lazard Real Assets & Pricing Opps Instl RALIX 1.85 12.34 2.04 4.90 --- ---
Lazard Real Assets & Pricing Opps Open RALOX 1.85 12.11 1.99 4.65 --- ---
Cohen & Steers Real Assets A RAPAX 3.10 14.08 3.17 6.70 3.94 0.10
Cohen & Steers Real Assets C RAPCX 3.00 13.48 3.06 6.04 3.23 -0.61
Cohen & Steers Real Assets I RAPIX 3.10 14.38 3.34 7.10 4.30 0.39
Cohen & Steers Real Assets R RAPRX 3.08 13.99 3.18 6.52 3.76 -0.08
Cohen & Steers Real Assets Z RAPZX 2.99 14.28 3.24 7.11 4.27 0.38
Brookfield Real Assets Securities A RASAX 1.56 19.57 2.73 9.93 5.70 ---
Brookfield Real Assets Securities C RASCX 1.56 18.97 2.53 9.12 5.06 ---
Brookfield Real Assets Securities I RASIX 1.69 19.85 2.82 10.17 5.82 ---
Brookfield Real Assets Securities Y RASYX 1.58 19.83 2.82 10.16 5.81 ---
Russell Inv Multi-Asset Growth Strat A RAZAX 1.96 6.95 1.32 2.51 --- ---
Russell Inv Multi-Asset Growth Strat C RAZCX 1.87 6.39 1.11 1.71 --- ---
American Funds Capital Income Bldr R2E RCEEX 2.34 11.16 2.29 5.25 5.34 3.80
American Funds Global Balanced R2 RGBBX 1.97 10.47 1.92 4.64 4.89 2.93
American Funds Global Balanced R3 RGBCX 1.99 10.82 2.05 5.13 5.36 3.39
American Funds Global Balanced R4 RGBEX 2.02 11.07 2.13 5.43 5.68 3.70
American Funds Global Balanced R5 RGBFX 2.08 11.30 2.22 5.75 5.99 4.01
American Funds Global Balanced R6 RGBGX 2.08 11.34 2.24 5.78 6.04 4.06
American Funds Global Balanced R5E RGBHX 2.05 11.26 2.20 5.65 5.92 ---
American Funds Global Balanced R1 RGBLX 1.96 10.45 1.93 4.63 4.88 2.96
American Funds Global Balanced R2E RGGHX 2.00 10.73 2.03 4.98 5.20 3.37
American Funds Capital Income Bldr R1 RIRAX 2.31 10.92 2.21 4.93 5.02 3.46
American Funds Capital Income Bldr R2 RIRBX 2.32 10.92 2.22 4.94 5.03 3.47
American Funds Capital Income Bldr R3 RIRCX 2.35 11.26 2.32 5.38 5.49 3.92
American Funds Capital Income Bldr R4 RIREX 2.38 11.50 2.40 5.72 5.81 4.23
American Funds Capital Income Bldr R5 RIRFX 2.41 11.74 2.47 6.03 6.13 4.54
American Funds Capital Income Bldr R6 RIRGX 2.42 11.79 2.51 6.11 6.19 4.60
American Funds Capital Income Bldr R5E RIRHX 2.40 11.68 2.45 5.94 6.03 ---
RiverFront Asset Allocation Gr & Inc Inv RLGAX 3.66 11.78 2.47 -1.18 6.26 4.19
RiverFront Asset Allocation Gr & Inc C RLGCX 3.60 11.22 2.34 -1.87 5.46 3.40
RiverFront Asset Allocation Gr & Inc I RLIIX 3.68 11.98 2.55 -0.93 6.53 4.45
Russell Inv Multi-Asset Growth Strat M RMATX 2.06 7.25 1.51 2.94 --- ---
Russell Inv Multi-Asset Growth Strat S RMGSX 2.06 7.20 1.39 2.83 --- ---
Russell Inv Multi-Asset Growth Strat Y RMGYX 2.06 7.29 1.43 2.93 --- ---
T. Rowe Price Global Allocation RPGAX 2.42 13.89 3.06 5.56 7.82 5.52
RQSI GAA Systematic Global Macro Instl RQSGX 2.55 11.84 1.69 18.30 --- ---
RQSI GAA Systematic Global Macro Retail RQSRX 2.47 11.46 1.50 17.78 --- ---
CCA Aggressive Return Instl RSKIX -1.39 3.36 -0.44 -2.74 5.62 1.58
Columbia Global Opportunities C RSSCX 1.05 9.91 1.82 2.21 5.77 3.60
Russell Tax-Managed Real Assets A RTXAX 3.97 --- 2.10 --- --- ---
Russell Tax-Managed Real Assets C RTXCX 3.87 --- 2.00 --- --- ---
Russell Tax-Managed Real Assets M RTXMX 3.96 --- 2.20 --- --- ---
Russell Tax-Managed Real Assets S RTXSX 3.96 --- 2.20 --- --- ---
SEI Aggressive Strategy D (SAAT) SASDX 2.99 14.44 3.08 3.20 7.10 4.26
Victory Strategic Allocation A SBALX 2.78 11.29 2.13 2.90 6.44 4.36
Federated Global Allocation Instl SBFIX 2.41 12.59 2.21 2.62 6.71 3.87
SEI Aggressive Strategy I (SAAT) SEAIX 3.11 14.95 3.25 3.71 7.64 4.79
First Eagle Global A SGENX 3.71 15.80 4.67 6.87 6.96 5.37
Sextant Global High Income SGHIX 1.78 9.28 2.42 6.48 8.61 4.53
First Eagle Global I SGIIX 3.73 16.01 4.73 7.15 7.24 5.65
DWS Multi-Asset Growth Allocation S SPGRX 3.42 14.58 3.02 4.18 6.16 2.79
SEI Aggressive Strategy F (SAAT) SSGAX 3.09 15.06 3.23 3.93 7.90 5.05
DWS Multi-Asset Growth Allocation A SUPAX 3.42 14.44 2.96 3.92 5.89 2.52
DWS Multi-Asset Growth Allocation C SUPCX 3.32 13.76 2.72 3.08 5.10 1.76
Templeton Global Balanced A TAGBX 3.06 2.63 0.45 -5.06 3.34 0.56
Templeton Global Balanced C1 TCINX 3.31 2.65 0.33 -5.21 2.99 0.21
Franklin Mutual Quest C TEMQX 4.56 8.94 2.46 -3.18 4.20 2.44
Franklin Mutual Quest A TEQIX 4.57 9.57 2.65 -2.42 4.98 3.20
T. Rowe Price Global Allocation I TGAFX 2.41 13.95 3.14 5.64 7.99 ---
Thornburg Investment Income Builder A TIBAX 4.51 11.05 3.28 4.45 7.92 4.04
Thornburg Investment Income Builder C TIBCX 4.46 10.56 3.15 3.72 7.14 3.29
Thornburg Investment Income Builder R4 TIBGX 4.48 10.89 3.26 4.23 7.66 3.80
Thornburg Investment Income Builder I TIBIX 4.50 11.28 3.37 4.71 8.23 4.36
Thornburg Investment Income Builder R5 TIBMX 4.54 11.21 3.34 4.63 8.10 4.23
Thornburg Investment Income Builder R6 TIBOX 4.52 11.37 3.35 4.83 --- ---
Thornburg Investment Income Builder R3 TIBRX 4.48 10.83 3.23 4.09 7.58 3.71
Templeton Global Balanced A1 TINCX 3.43 3.00 0.44 -5.04 3.46 0.63
Catalyst/MAP Global Balanced A TRXAX 2.51 9.90 2.76 5.38 6.19 3.91
Catalyst/MAP Global Balanced C TRXCX 2.45 9.48 2.72 4.63 5.43 3.15
Catalyst/MAP Global Balanced I TRXIX 2.50 10.20 2.91 5.65 6.51 4.21
Touchstone Dynamic Global Allocation A TSMAX 2.32 13.05 3.17 3.86 6.13 3.32
Touchstone Dynamic Global Allocation C TSMCX 2.37 12.48 3.04 3.09 5.34 2.55
Touchstone Dynamic Global Allocation Y TSMYX 2.38 13.34 3.37 4.17 6.39 3.59
Templeton Global Balanced Adv TZINX 3.49 3.19 0.51 -4.78 3.72 0.83
Victory Strategic Allocation C VBFCX 2.70 10.67 1.98 2.10 5.66 3.61
Victory Strategic Allocation R VBFGX 2.79 11.11 2.13 2.64 6.16 4.08
Victory Strategic Allocation I VBFIX 2.83 11.50 2.24 3.22 6.74 4.62
VALIC Company I Global Strategy VGLSX 3.24 4.91 0.48 -2.92 4.94 1.16
Voya Global Multi-Asset R6 VGMRX 2.31 13.02 2.57 2.12 --- ---
Vanguard Global Wellington Admiral VGWAX 3.07 16.21 4.67 8.57 --- ---
Vanguard Global Wellesley Income Inv VGWIX 1.10 10.55 3.28 6.19 --- ---
Vanguard Global Wellington Investor VGWLX 3.03 16.11 4.60 8.40 --- ---
Vanguard Global Wellesley Income Admiral VGYAX 1.12 10.64 3.33 6.28 --- ---
Voya Global Diversified Payment R6 VTPRX 1.46 10.35 1.84 3.07 --- ---
Wells Fargo Absolute Return Inst WABIX 3.06 6.52 1.37 3.30 4.20 1.71
Wells Fargo Absolute Return A WARAX 2.97 6.12 1.28 2.86 3.84 1.34
Wells Fargo Absolute Return C WARCX 2.94 5.64 1.12 2.16 3.04 0.58
Wells Fargo Absolute Return Admin WARDX 2.96 6.30 1.27 3.00 3.96 1.45
Wells Fargo Absolute Return R WARHX 2.98 5.94 1.19 2.65 3.58 ---
Wells Fargo Absolute Return R6 WARRX 2.97 6.52 1.37 3.31 4.29 ---
Ivy Asset Strategy A WASAX 1.93 15.20 2.89 5.13 8.75 1.71
Ivy Asset Strategy B WASBX 1.82 14.52 2.60 4.28 7.92 0.94
Ivy Asset Strategy C WASCX 1.88 14.62 2.71 4.41 7.99 0.99
Ivy Asset Strategy Y WASYX 1.92 15.18 2.84 5.14 8.79 1.73
Wealthfront Risk Parity W WFRPX 1.47 23.72 6.35 15.64 --- ---
Wilmington Real Asset A WMMRX 2.16 12.52 2.26 6.17 4.17 2.34
Wilmington Real Asset Institutional WMRIX 2.21 12.69 2.30 6.45 4.43 2.58
Content Partners