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Data through 9/17/2019. Our favorite Allocation--50% to 70% Equity funds
Fund Category : Allocation--50% to 70% Equity : Total Returns ( % )
Category Name 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
Wilmington Diversified Income I --- --- --- --- --- ---
Wilmington Diversified Income A --- --- --- --- --- ---
WesMark Balanced --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal Instl --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal C --- --- --- --- --- ---
Wells Fargo WealthBuilder Gr Bal A --- --- --- --- --- ---
Wells Fargo Index Asset Allocation Instl --- --- --- --- --- ---
Wells Fargo Index Asset Allocation C --- --- --- --- --- ---
Wells Fargo Index Asset Allocation Admin --- --- --- --- --- ---
Wells Fargo Index Asset Allocation A --- --- --- --- --- ---
Wells Fargo Growth Balanced C --- --- --- --- --- ---
Wells Fargo Growth Balanced Admin --- --- --- --- --- ---
Wells Fargo Growth Balanced A --- --- --- --- --- ---
Wells Fargo Asset Allocation R --- --- --- --- --- ---
Wells Fargo Asset Allocation Inst --- --- --- --- --- ---
Wells Fargo Asset Allocation C --- --- --- --- --- ---
Wells Fargo Asset Allocation Admin --- --- --- --- --- ---
Wells Fargo Asset Allocation A --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec S2 --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec S --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec R6 --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec I --- --- --- --- --- ---
VY® T. Rowe Price Capital Apprec A --- --- --- --- --- ---
VY® Invesco Equity and Income S2 --- --- --- --- --- ---
VY® Invesco Equity and Income S --- --- --- --- --- ---
VY® Invesco Equity and Income I --- --- --- --- --- ---
VY® Invesco Equity and Income A --- --- --- --- --- ---
Voya Strategic Allocation Mod Port S --- --- --- --- --- ---
Voya Strategic Allocation Mod Port I --- --- --- --- --- ---
Voya Solution Balanced Port S2 --- --- --- --- --- ---
Voya Solution Balanced Port S --- --- --- --- --- ---
Voya Solution Balanced Port R6 --- --- --- --- --- ---
Voya Solution Balanced Port I --- --- --- --- --- ---
Voya Solution Balanced Port A --- --- --- --- --- ---
Voya Retirement Moderate Growth Port I --- --- --- --- --- ---
Voya Retirement Moderate Growth Port A --- --- --- --- --- ---
Voya Balanced Port S --- --- --- --- --- ---
Voya Balanced Port I --- --- --- --- --- ---
Virtus Tactical Allocation I --- --- --- --- --- ---
Virtus Tactical Allocation C --- --- --- --- --- ---
Virtus Tactical Allocation A --- --- --- --- --- ---
Virtus Herzfeld I --- --- --- --- --- ---
Virtus Herzfeld C --- --- --- --- --- ---
Virtus Herzfeld A --- --- --- --- --- ---
Vanguard Wellington™ Inv --- --- --- --- --- ---
Vanguard Wellington™ Admiral™ --- --- --- --- --- ---
Vanguard STAR Inv --- --- --- --- --- ---
Vanguard Managed Payout Investor --- --- --- --- --- ---
Vanguard LifeStrategy Moderate Gr Inv --- --- --- --- --- ---
Vanguard Balanced Index Inv --- --- --- --- --- ---
Vanguard Balanced Index I --- --- --- --- --- ---
Vanguard Balanced Index Adm --- --- --- --- --- ---
Value Line Asset Allocation Investor --- --- --- --- --- ---
Value Line Asset Allocation Instl --- --- --- --- --- ---
VALIC Company II Moderate Gr Lifestyle --- --- --- --- --- ---
VALIC Company I Dynamic Allocation --- --- --- --- --- ---
VALIC Company I Asset Allocation --- --- --- --- --- ---
USAA Cornerstone Moderately Agrsv --- --- --- --- --- ---
UBS US Allocation P --- --- --- --- --- ---
UBS US Allocation A --- --- --- --- --- ---
Tributary Balanced Instl Plus --- --- --- --- --- ---
Tributary Balanced Instl --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced I --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced C --- --- --- --- --- ---
Transamerica Multi-Mgd Balanced A --- --- --- --- --- ---
Transamerica Multi-Managed Balanced R6 --- --- --- --- --- ---
Transamerica Balanced II R --- --- --- --- --- ---
Transamerica Balanced II I3 --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr R --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr I --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr C --- --- --- --- --- ---
Transamerica Asset Allocation Mod Gr A --- --- --- --- --- ---
Transamerica Asset Alloc Interm Hrzn R4 --- --- --- --- --- ---
Transamerica Asset Alloc Interm Hrzn R --- --- --- --- --- ---
Touchstone Balanced Y --- --- --- --- --- ---
Touchstone Balanced C --- --- --- --- --- ---
Touchstone Balanced A --- --- --- --- --- ---
Timothy Plan Strategic Growth C --- --- --- --- --- ---
Timothy Plan Strategic Growth A --- --- --- --- --- ---
Timothy Plan Defensive Strategies I --- --- --- --- --- ---
Timothy Plan Defensive Strategies C --- --- --- --- --- ---
Timothy Plan Defensive Strategies A --- --- --- --- --- ---
TIAA-CREF Managed Allc Retail --- --- --- --- --- ---
TIAA-CREF Managed Allc R --- --- --- --- --- ---
TIAA-CREF Managed Allc Inst --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Retirement --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Retail --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Premier --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Instl --- --- --- --- --- ---
TIAA-CREF Lifestyle Moderate Advisor --- --- --- --- --- ---
Thrivent Moderate Allocation S --- --- --- --- --- ---
Thrivent Moderate Allocation A --- --- --- --- --- ---
Thornburg Summit I --- --- --- --- --- ---
TETON Westwood Balanced I --- --- --- --- --- ---
TETON Westwood Balanced C --- --- --- --- --- ---
TETON Westwood Balanced AAA --- --- --- --- --- ---
TETON Westwood Balanced A --- --- --- --- --- ---
T. Rowe Price Personal Strat Bal I --- --- --- --- --- ---
T. Rowe Price Personal Strat Bal --- --- --- --- --- ---
T. Rowe Price Capital Appreciation I --- --- --- --- --- ---
T. Rowe Price Capital Appreciation Adv --- --- --- --- --- ---
T. Rowe Price Capital Appreciation --- --- --- --- --- ---
T. Rowe Price Balanced I --- --- --- --- --- ---
T. Rowe Price Balanced --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal I --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal C --- --- --- --- --- ---
Sterling Capital Strategic Allc Bal A --- --- --- --- --- ---
State Farm Balanced --- --- --- --- --- ---
Sit Balanced --- --- --- --- --- ---
Sextant Core --- --- --- --- --- ---
SEI Defensive Strategy Allc F (SAAT) --- --- --- --- --- ---
SEI Conservative Strategy Allc F (SAAT) --- --- --- --- --- ---
Schwab MarketTrack Balanced --- --- --- --- --- ---
Schwab Balanced --- --- --- --- --- ---
Scharf Multi-Asset Opportunity Retail --- --- --- --- --- ---
Scharf Multi-Asset Opportunity Instl --- --- --- --- --- ---
Savos Dynamic Hedging --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc I --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc C --- --- --- --- --- ---
Saratoga Moderately Cnsrv Bal Allc A --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc I --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc C --- --- --- --- --- ---
Saratoga Moderately Agrsv Bal Allc A --- --- --- --- --- ---
Saratoga Moderate Balanced Allc I --- --- --- --- --- ---
Saratoga Moderate Balanced Allc C --- --- --- --- --- ---
Saratoga Moderate Balanced Allc A --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat S --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R5 --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R4 --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat R1 --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat E --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat C --- --- --- --- --- ---
Russell Inv LifePoints Balanced Strat A --- --- --- --- --- ---
Roumell Opportunistic Value Instl --- --- --- --- --- ---
RiverNorth Core Opportunity R --- --- --- --- --- ---
RiverNorth Core Opportunity I --- --- --- --- --- ---
RiverFront Asset Allocation Moderate Inv --- --- --- --- --- ---
RiverFront Asset Allocation Moderate I --- --- --- --- --- ---
RiverFront Asset Allocation Moderate C --- --- --- --- --- ---
RiverFront Asset Allocation Moderate A --- --- --- --- --- ---
RiskPro® PFG Balanced 20-30 R --- --- --- --- --- ---
RiskPro® Dynamic 20-30 R --- --- --- --- --- ---
Rational Strategic Allocation Instl --- --- --- --- --- ---
Rational Strategic Allocation C --- --- --- --- --- ---
Rational Strategic Allocation A --- --- --- --- --- ---
QS Conservative Growth R --- --- --- --- --- ---
QS Conservative Growth I --- --- --- --- --- ---
QS Conservative Growth C --- --- --- --- --- ---
QS Conservative Growth A --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal Y --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R6 --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R5 --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal R --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal M --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal C --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal B --- --- --- --- --- ---
Putnam Dynamic Asset Allocation Bal A --- --- --- --- --- ---
Principal SAM Balanced R5 --- --- --- --- --- ---
Principal SAM Balanced R4 --- --- --- --- --- ---
Principal SAM Balanced R3 --- --- --- --- --- ---
Principal SAM Balanced R2 --- --- --- --- --- ---
Principal SAM Balanced R1 --- --- --- --- --- ---
Principal SAM Balanced J --- --- --- --- --- ---
Principal SAM Balanced Inst --- --- --- --- --- ---
Principal SAM Balanced C --- --- --- --- --- ---
Principal SAM Balanced A --- --- --- --- --- ---
Preserver Alternative Opportunits Instl --- --- --- --- --- ---
Praxis Genesis Balanced A --- --- --- --- --- ---
Powell Alternative Income Strategies Inv --- --- --- --- --- ---
Poplar Forest Cornerstone Institutional --- --- --- --- --- ---
Poplar Forest Cornerstone A --- --- --- --- --- ---
PNC Balanced Allocation I --- --- --- --- --- ---
PNC Balanced Allocation C --- --- --- --- --- ---
PNC Balanced Allocation A --- --- --- --- --- ---
Plumb Balanced --- --- --- --- --- ---
Pioneer Classic Balanced Y --- --- --- --- --- ---
Pioneer Classic Balanced R --- --- --- --- --- ---
Pioneer Classic Balanced K --- --- --- --- --- ---
Pioneer Classic Balanced C --- --- --- --- --- ---
Pioneer Classic Balanced A --- --- --- --- --- ---
PGIM Real Assets Z --- --- --- --- --- ---
PGIM Real Assets R6 --- --- --- --- --- ---
PGIM Real Assets C --- --- --- --- --- ---
PGIM Real Assets B --- --- --- --- --- ---
PGIM Real Assets A --- --- --- --- --- ---
PGIM Balanced Z --- --- --- --- --- ---
PGIM Balanced R6 --- --- --- --- --- ---
PGIM Balanced R --- --- --- --- --- ---
PGIM Balanced C --- --- --- --- --- ---
PGIM Balanced B --- --- --- --- --- ---
PGIM Balanced A --- --- --- --- --- ---
PGIM 60/40 Allocation R6 --- --- --- --- --- ---
Pax Balanced Institutional --- --- --- --- --- ---
Pax Balanced Individual Investor --- --- --- --- --- ---
Pacific Funds Port Optim Mod C --- --- --- --- --- ---
Pacific Funds Port Optim Mod Adv --- --- --- --- --- ---
Pacific Funds Port Optim Mod A --- --- --- --- --- ---
Pacific Funds Diversified Income Advisor --- --- --- --- --- ---
Osterweis Strategic Investment --- --- --- --- --- ---
Oakmark Equity And Income Service --- --- --- --- --- ---
Oakmark Equity And Income Investor --- --- --- --- --- ---
Oakmark Equity and Income Institutional --- --- --- --- --- ---
Oakmark Equity and Income Advisor --- --- --- --- --- ---
Nuveen Strategy Growth Allocation R3 --- --- --- --- --- ---
Nuveen Strategy Growth Allocation I --- --- --- --- --- ---
Nuveen Strategy Growth Allocation C --- --- --- --- --- ---
Nuveen Strategy Growth Allocation A --- --- --- --- --- ---
Nuveen Strategy Balanced Allc R3 --- --- --- --- --- ---
Nuveen Strategy Balanced Allc I --- --- --- --- --- ---
Nuveen Strategy Balanced Allc C --- --- --- --- --- ---
Nuveen Strategy Balanced Allc A --- --- --- --- --- ---
New Covenant Balanced Growth --- --- --- --- --- ---
Nationwide Inv Dest Mod Svc --- --- --- --- --- ---
Nationwide Inv Dest Mod R6 --- --- --- --- --- ---
Nationwide Inv Dest Mod R --- --- --- --- --- ---
Nationwide Inv Dest Mod Instl Svc --- --- --- --- --- ---
Nationwide Inv Dest Mod C --- --- --- --- --- ---
Nationwide Inv Dest Mod A --- --- --- --- --- ---
MFS Total Return R6 --- --- --- --- --- ---
MFS Total Return R4 --- --- --- --- --- ---
MFS Total Return R3 --- --- --- --- --- ---
MFS Total Return R2 --- --- --- --- --- ---
MFS Total Return R1 --- --- --- --- --- ---
MFS Total Return I --- --- --- --- --- ---
MFS Total Return C --- --- --- --- --- ---
MFS Total Return B --- --- --- --- --- ---
MFS Total Return A --- --- --- --- --- ---
MFS Total Return 529C --- --- --- --- --- ---
MFS Total Return 529B --- --- --- --- --- ---
MFS Total Return 529A --- --- --- --- --- ---
MFS Moderate Allocation R4 --- --- --- --- --- ---
MFS Moderate Allocation R3 --- --- --- --- --- ---
MFS Moderate Allocation R2 --- --- --- --- --- ---
MFS Moderate Allocation R1 --- --- --- --- --- ---
MFS Moderate Allocation I --- --- --- --- --- ---
MFS Moderate Allocation C --- --- --- --- --- ---
MFS Moderate Allocation B --- --- --- --- --- ---
MFS Moderate Allocation A --- --- --- --- --- ---
MFS Moderate Allocation 529C --- --- --- --- --- ---
MFS Moderate Allocation 529B --- --- --- --- --- ---
MFS Moderate Allocation 529A --- --- --- --- --- ---
MassMutual RetireSMART Moderate Svc --- --- --- --- --- ---
MassMutual RetireSMART Moderate R5 --- --- --- --- --- ---
MassMutual RetireSMART Moderate Admin --- --- --- --- --- ---
MassMutual RetireSMART Moderate A --- --- --- --- --- ---
MassMutual RetireSMART Mod R4 --- --- --- --- --- ---
MassMutual RetireSMART Mod R3 --- --- --- --- --- ---
MassMutual RetireSMART Mod I --- --- --- --- --- ---
MassMutual Premier Balanced Svc --- --- --- --- --- ---
MassMutual Premier Balanced R5 --- --- --- --- --- ---
MassMutual Premier Balanced R4 --- --- --- --- --- ---
MassMutual Premier Balanced R3 --- --- --- --- --- ---
MassMutual Premier Balanced I --- --- --- --- --- ---
MassMutual Premier Balanced Adm --- --- --- --- --- ---
MassMutual Premier Balanced A --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term W --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term S --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term R --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term L --- --- --- --- --- ---
Manning & Napier Pro-Blend Extnd Term I --- --- --- --- --- ---
Mairs & Power Balanced Inv --- --- --- --- --- ---
MainStay Moderate Allocation R3 --- --- --- --- --- ---
MainStay Moderate Allocation R2 --- --- --- --- --- ---
MainStay Moderate Allocation Inv --- --- --- --- --- ---
MainStay Moderate Allocation I --- --- --- --- --- ---
MainStay Moderate Allocation C --- --- --- --- --- ---
MainStay Moderate Allocation B --- --- --- --- --- ---
MainStay Moderate Allocation A --- --- --- --- --- ---
MainStay Balanced R6 --- --- --- --- --- ---
MainStay Balanced R3 --- --- --- --- --- ---
MainStay Balanced R2 --- --- --- --- --- ---
MainStay Balanced R1 --- --- --- --- --- ---
MainStay Balanced Inv --- --- --- --- --- ---
MainStay Balanced I --- --- --- --- --- ---
MainStay Balanced C --- --- --- --- --- ---
MainStay Balanced B --- --- --- --- --- ---
MainStay Balanced A --- --- --- --- --- ---
Madison Moderate Allocation C --- --- --- --- --- ---
Madison Moderate Allocation B --- --- --- --- --- ---
Madison Moderate Allocation A --- --- --- --- --- ---
Madison Diversified Income C --- --- --- --- --- ---
Madison Diversified Income B --- --- --- --- --- ---
Madison Diversified Income A --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R6 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R5 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R4 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R3 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp R2 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp P --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp I --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F3 --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp F --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp C --- --- --- --- --- ---
Lord Abbett Multi-Asset Balanced Opp A --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income Y --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income N --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income C --- --- --- --- --- ---
Loomis Sayles Multi-Asset Income A --- --- --- --- --- ---
LKCM Balanced --- --- --- --- --- ---
LK Balanced Institutional --- --- --- --- --- ---
Ladenburg Growth & Income I --- --- --- --- --- ---
Ladenburg Growth & Income C --- --- --- --- --- ---
Ladenburg Growth & Income A --- --- --- --- --- ---
JPMorgan Investor Balanced R6 --- --- --- --- --- ---
JPMorgan Investor Balanced I --- --- --- --- --- ---
JPMorgan Investor Balanced C --- --- --- --- --- ---
JPMorgan Investor Balanced A --- --- --- --- --- ---
JPMorgan Diversified R6 --- --- --- --- --- ---
JPMorgan Diversified L --- --- --- --- --- ---
JPMorgan Diversified I --- --- --- --- --- ---
JPMorgan Diversified C --- --- --- --- --- ---
JPMorgan Diversified A --- --- --- --- --- ---
JHFunds2 Capital Appreciation Value NAV --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R6 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R5 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R4 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R3 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R2 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal R1 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal I --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal C --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal B --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal A --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal 5 --- --- --- --- --- ---
JHancock Multimanager Lifestyle Bal 1 --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Bal R6 --- --- --- --- --- ---
JHancock Multi-Index Lifestyle Bal 1 --- --- --- --- --- ---
JHancock Balanced R6 --- --- --- --- --- ---
JHancock Balanced R5 --- --- --- --- --- ---
JHancock Balanced R4 --- --- --- --- --- ---
JHancock Balanced R3 --- --- --- --- --- ---
JHancock Balanced R2 --- --- --- --- --- ---
JHancock Balanced R1 --- --- --- --- --- ---
JHancock Balanced I --- --- --- --- --- ---
JHancock Balanced C --- --- --- --- --- ---
JHancock Balanced B --- --- --- --- --- ---
JHancock Balanced A --- --- --- --- --- ---
Janus Henderson VIT Balanced Instl --- --- --- --- --- ---
Janus Henderson Balanced T --- --- --- --- --- ---
Janus Henderson Balanced S --- --- --- --- --- ---
Janus Henderson Balanced R --- --- --- --- --- ---
Janus Henderson Balanced N --- --- --- --- --- ---
Janus Henderson Balanced I --- --- --- --- --- ---
Janus Henderson Balanced D --- --- --- --- --- ---
Janus Henderson Balanced C --- --- --- --- --- ---
Janus Henderson Balanced A --- --- --- --- --- ---
Ivy Balanced Y --- --- --- --- --- ---
Ivy Balanced R --- --- --- --- --- ---
Ivy Balanced N --- --- --- --- --- ---
Ivy Balanced I --- --- --- --- --- ---
Ivy Balanced C --- --- --- --- --- ---
Ivy Balanced B --- --- --- --- --- ---
Ivy Balanced A --- --- --- --- --- ---
InvestEd Balanced --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv Y --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R6 --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R5 --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv R --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv C --- --- --- --- --- ---
Invesco Oppenheimer Ptf Ser: Mod Inv A --- --- --- --- --- ---
Invesco Moderate Allocation Y --- --- --- --- --- ---
Invesco Moderate Allocation S --- --- --- --- --- ---
Invesco Moderate Allocation R6 --- --- --- --- --- ---
Invesco Moderate Allocation R5 --- --- --- --- --- ---
Invesco Moderate Allocation R --- --- --- --- --- ---
Invesco Moderate Allocation C --- --- --- --- --- ---
Invesco Moderate Allocation A --- --- --- --- --- ---
Invesco Equity and Income Y --- --- --- --- --- ---
Invesco Equity and Income R6 --- --- --- --- --- ---
Invesco Equity and Income R5 --- --- --- --- --- ---
Invesco Equity and Income R --- --- --- --- --- ---
Invesco Equity and Income C --- --- --- --- --- ---
Invesco Equity and Income A --- --- --- --- --- ---
Intrepid Capital Investor --- --- --- --- --- ---
Intrepid Capital Institutional --- --- --- --- --- ---
ICON Risk-Managed Balanced S --- --- --- --- --- ---
ICON Risk-Managed Balanced C --- --- --- --- --- ---
ICON Risk-Managed Balanced A --- --- --- --- --- ---
Hotchkis & Wiley Capital Income I --- --- --- --- --- ---
Hotchkis & Wiley Capital Income A --- --- --- --- --- ---
Holland Balanced --- --- --- --- --- ---
Highland Total Return Y --- --- --- --- --- ---
Highland Total Return C --- --- --- --- --- ---
Highland Total Return A --- --- --- --- --- ---
Hennessy Total Return Investor --- --- --- --- --- ---
Hennessy Equity and Income Investor --- --- --- --- --- ---
Hennessy Equity and Income Institutional --- --- --- --- --- ---
Hennessy Balanced Investor --- --- --- --- --- ---
Hartford Moderate Allocation R5 --- --- --- --- --- ---
Hartford Moderate Allocation R4 --- --- --- --- --- ---
Hartford Moderate Allocation R3 --- --- --- --- --- ---
Hartford Moderate Allocation I --- --- --- --- --- ---
Hartford Moderate Allocation F --- --- --- --- --- ---
Hartford Moderate Allocation C --- --- --- --- --- ---
Hartford Moderate Allocation A --- --- --- --- --- ---
Hartford Checks and Balances R5 --- --- --- --- --- ---
Hartford Checks and Balances R4 --- --- --- --- --- ---
Hartford Checks and Balances R3 --- --- --- --- --- ---
Hartford Checks and Balances I --- --- --- --- --- ---
Hartford Checks and Balances F --- --- --- --- --- ---
Hartford Checks and Balances C --- --- --- --- --- ---
Hartford Checks and Balances A --- --- --- --- --- ---
Hartford Balanced HLS IB --- --- --- --- --- ---
Hartford Balanced HLS IA --- --- --- --- --- ---
GuideStone Funds Defensv Mkt Strats Inv --- --- --- --- --- ---
GuideStone Funds Defensv Mkt Strats Inst --- --- --- --- --- ---
Greenspring --- --- --- --- --- ---
Green Century Balanced --- --- --- --- --- ---
Great-West SecureFoundation® Bal Svc --- --- --- --- --- ---
Great-West SecureFoundation® Bal L --- --- --- --- --- ---
Great-West SecureFoundation® Bal Inv --- --- --- --- --- ---
Great-West SecureFoundation® Bal Instl --- --- --- --- --- ---
Great-West SecureFoundation® Bal ETF A --- --- --- --- --- ---
Great-West Moderate Profile L --- --- --- --- --- ---
Great-West Moderate Profile Inv --- --- --- --- --- ---
Great-West Moderate Profile Instl --- --- --- --- --- ---
Goldman Sachs Tactical Tilt OverlayInstl --- --- --- --- --- ---
Goldman Sachs Tactical Tilt Overlay P --- --- --- --- --- ---
George Putnam Balanced Y --- --- --- --- --- ---
George Putnam Balanced R6 --- --- --- --- --- ---
George Putnam Balanced R5 --- --- --- --- --- ---
George Putnam Balanced R --- --- --- --- --- ---
George Putnam Balanced M --- --- --- --- --- ---
George Putnam Balanced C --- --- --- --- --- ---
George Putnam Balanced B --- --- --- --- --- ---
George Putnam Balanced A --- --- --- --- --- ---
Franklin NextStep Moderate C --- --- --- --- --- ---
Franklin NextStep Moderate Advisor --- --- --- --- --- ---
Franklin NextStep Moderate A --- --- --- --- --- ---
Franklin Moderate Allocation R --- --- --- --- --- ---
Franklin Moderate Allocation C --- --- --- --- --- ---
Franklin Moderate Allocation Advisor --- --- --- --- --- ---
Franklin Moderate Allocation A --- --- --- --- --- ---
Franklin Managed Income R6 --- --- --- --- --- ---
Franklin Managed Income R --- --- --- --- --- ---
Franklin Managed Income C --- --- --- --- --- ---
Franklin Managed Income Adv --- --- --- --- --- ---
Franklin Managed Income A --- --- --- --- --- ---
FPA Crescent --- --- --- --- --- ---
First Investors Total Return Instl --- --- --- --- --- ---
First Investors Total Return Adv --- --- --- --- --- ---
First Investors Total Return A --- --- --- --- --- ---
Fidelity® Puritan® K --- --- --- --- --- ---
Fidelity® Puritan® --- --- --- --- --- ---
Fidelity® Balanced K --- --- --- --- --- ---
Fidelity® Balanced --- --- --- --- --- ---
Fidelity Asset Manager® 70% --- --- --- --- --- ---
Fidelity Asset Manager® 60% --- --- --- --- --- ---
Fidelity Advisor® Balanced Z --- --- --- --- --- ---
Fidelity Advisor® Balanced M --- --- --- --- --- ---
Fidelity Advisor® Balanced I --- --- --- --- --- ---
Fidelity Advisor® Balanced C --- --- --- --- --- ---
Fidelity Advisor® Balanced A --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% Z --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% M --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% I --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% C --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 70% A --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% Z --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% M --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% I --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% C --- --- --- --- --- ---
Fidelity Advisor Asset Manager® 60% A --- --- --- --- --- ---
Federated MDT Balanced R6 --- --- --- --- --- ---
Federated MDT Balanced Instl --- --- --- --- --- ---
Federated MDT Balanced C --- --- --- --- --- ---
Federated MDT Balanced A --- --- --- --- --- ---
Eventide Multi-Asset Income N --- --- --- --- --- ---
Eventide Multi-Asset Income I --- --- --- --- --- ---
Eventide Multi-Asset Income C --- --- --- --- --- ---
Eventide Multi-Asset Income A --- --- --- --- --- ---
E-Valuator Moderate (50%-70%)RMS Service --- --- --- --- --- ---
E-Valuator Moderate (50%-70%) RMS R4 --- --- --- --- --- ---
Elfun Diversified --- --- --- --- --- ---
Eaton Vance Balanced R6 --- --- --- --- --- ---
Eaton Vance Balanced R --- --- --- --- --- ---
Eaton Vance Balanced I --- --- --- --- --- ---
Eaton Vance Balanced C --- --- --- --- --- ---
Eaton Vance Balanced B --- --- --- --- --- ---
Eaton Vance Balanced A --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation S --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation C --- --- --- --- --- ---
DWS Multi-Asset Moderate Allocation A --- --- --- --- --- ---
Dodge & Cox Balanced --- --- --- --- --- ---
DFA Global Allocation 60/40 R2 --- --- --- --- --- ---
DFA Global Allocation 60/40 I --- --- --- --- --- ---
Delaware Wealth Builder R --- --- --- --- --- ---
Delaware Wealth Builder Institutional --- --- --- --- --- ---
Delaware Wealth Builder C --- --- --- --- --- ---
Delaware Wealth Builder A --- --- --- --- --- ---
Delaware Strategic Allocation R --- --- --- --- --- ---
Delaware Strategic Allocation Ins --- --- --- --- --- ---
Delaware Strategic Allocation C --- --- --- --- --- ---
Delaware Strategic Allocation A --- --- --- --- --- ---
Davenport Balanced Income --- --- --- --- --- ---
CornerCap Balanced --- --- --- --- --- ---
Concorde Wealth Management --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv V --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv R --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst3 --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst2 --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Inst --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv C --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv Adv --- --- --- --- --- ---
Columbia Capital Alloc Mod Agrsv A --- --- --- --- --- ---
Columbia Balanced R --- --- --- --- --- ---
Columbia Balanced Inst3 --- --- --- --- --- ---
Columbia Balanced Inst2 --- --- --- --- --- ---
Columbia Balanced Inst --- --- --- --- --- ---
Columbia Balanced C --- --- --- --- --- ---
Columbia Balanced Adv --- --- --- --- --- ---
Columbia Balanced A --- --- --- --- --- ---
CIBC Atlas Income Opportunities Instl --- --- --- --- --- ---
Cavanal Hill Active Core Investor --- --- --- --- --- ---
Cavanal Hill Active Core Institutional --- --- --- --- --- ---
Cavanal Hill Active Core C --- --- --- --- --- ---
Cavanal Hill Active Core A --- --- --- --- --- ---
Catalyst/SMH Total Return Income I --- --- --- --- --- ---
Catalyst/SMH Total Return Income C --- --- --- --- --- ---
Catalyst/SMH Total Return Income A --- --- --- --- --- ---
Calvert Moderate Allocation I --- --- --- --- --- ---
Calvert Moderate Allocation C --- --- --- --- --- ---
Calvert Moderate Allocation A --- --- --- --- --- ---
Calvert Balanced R6 --- --- --- --- --- ---
Calvert Balanced I --- --- --- --- --- ---
Calvert Balanced C --- --- --- --- --- ---
Calvert Balanced A --- --- --- --- --- ---
Bruce --- --- --- --- --- ---
BNY Mellon Balanced Opportunity Z --- --- --- --- --- ---
BNY Mellon Balanced Opportunity Y --- --- --- --- --- ---
BNY Mellon Balanced Opportunity J --- --- --- --- --- ---
BNY Mellon Balanced Opportunity I --- --- --- --- --- ---
BNY Mellon Balanced Opportunity C --- --- --- --- --- ---
BNY Mellon Balanced Opportunity A --- --- --- --- --- ---
BNY Mellon Asset Allocation M --- --- --- --- --- ---
BNY Mellon Asset Allocation Inv --- --- --- --- --- ---
BMO Balanced Allocation Y --- --- --- --- --- ---
BMO Balanced Allocation R6 --- --- --- --- --- ---
BMO Balanced Allocation R3 --- --- --- --- --- ---
BMO Balanced Allocation I --- --- --- --- --- ---
BlackRock Balanced Capital R --- --- --- --- --- ---
BlackRock Balanced Capital K --- --- --- --- --- ---
BlackRock Balanced Capital Inv C --- --- --- --- --- ---
BlackRock Balanced Capital Inv A --- --- --- --- --- ---
BlackRock Balanced Capital Instl --- --- --- --- --- ---
BlackRock 60/40 Target Allocation R --- --- --- --- --- ---
BlackRock 60/40 Target Allocation K --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Inv C --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Inv A --- --- --- --- --- ---
BlackRock 60/40 Target Allocation Instl --- --- --- --- --- ---
Arrow DWA Balanced Institutional --- --- --- --- --- ---
Arrow DWA Balanced C --- --- --- --- --- ---
Arrow DWA Balanced A --- --- --- --- --- ---
Archer Balanced --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced Z --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced N --- --- --- --- --- ---
AMG Chicago Equity Partners Balanced I --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R6 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R5E --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R5 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R4 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R3 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R2E --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R2 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod R1 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F3 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F2 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod F1 --- --- --- --- --- ---
American Funds Retire Inc Port-Mod C --- --- --- --- --- ---
American Funds Retire Inc Port-Mod A --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R6 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R5E --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R5 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R4 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R3 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R2E --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R2 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh R1 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F3 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F2 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh F1 --- --- --- --- --- ---
American Funds Retire Inc Port-Enh C --- --- --- --- --- ---
American Funds Retire Inc Port-Enh A --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-6 --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-5E --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-5 --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-4 --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-3 --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-2E --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-2 --- --- --- --- --- ---
American Funds Moderate Gr & Inc R-1 --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-3 --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-2 --- --- --- --- --- ---
American Funds Moderate Gr & Inc F-1 --- --- --- --- --- ---
American Funds Moderate Gr & Inc C --- --- --- --- --- ---
American Funds Moderate Gr & Inc ABLE-A --- --- --- --- --- ---
American Funds Moderate Gr & Inc A --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-F-1 --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-E --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-C --- --- --- --- --- ---
American Funds Moderate Gr & Inc 529-A --- --- --- --- --- ---
American Funds College 2030 529F1 --- --- --- --- --- ---
American Funds College 2030 529E --- --- --- --- --- ---
American Funds College 2030 529C --- --- --- --- --- ---
American Funds College 2030 529A --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-6 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-5E --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-5 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-4 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-3 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-2E --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-2 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc R-1 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-3 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-2 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc F-1 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc C --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc ABLE-A --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc A --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-F-1 --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-E --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-C --- --- --- --- --- ---
American Funds Cnsrv Gr & Inc 529-A --- --- --- --- --- ---
American Funds American Balanced R6 --- --- --- --- --- ---
American Funds American Balanced R5E --- --- --- --- --- ---
American Funds American Balanced R5 --- --- --- --- --- ---
American Funds American Balanced R4 --- --- --- --- --- ---
American Funds American Balanced R3 --- --- --- --- --- ---
American Funds American Balanced R2E --- --- --- --- --- ---
American Funds American Balanced R2 --- --- --- --- --- ---
American Funds American Balanced R1 --- --- --- --- --- ---
American Funds American Balanced F3 --- --- --- --- --- ---
American Funds American Balanced F2 --- --- --- --- --- ---
American Funds American Balanced F1 --- --- --- --- --- ---
American Funds American Balanced C --- --- --- --- --- ---
American Funds American Balanced A --- --- --- --- --- ---
American Funds American Balanced 529F --- --- --- --- --- ---
American Funds American Balanced 529E --- --- --- --- --- ---
American Funds American Balanced 529C --- --- --- --- --- ---
American Funds American Balanced 529A --- --- --- --- --- ---
American Century Strat Allc: Mod R6 --- --- --- --- --- ---
American Century Strat Allc: Mod R5 --- --- --- --- --- ---
American Century Strat Allc: Mod R --- --- --- --- --- ---
American Century Strat Allc: Mod Inv --- --- --- --- --- ---
American Century Strat Allc: Mod I --- --- --- --- --- ---
American Century Strat Allc: Mod C --- --- --- --- --- ---
American Century Strat Allc: Mod A --- --- --- --- --- ---
American Century One Choice Mod R --- --- --- --- --- ---
American Century One Choice Mod Inv --- --- --- --- --- ---
American Century Balanced R5 --- --- --- --- --- ---
American Century Balanced Inv --- --- --- --- --- ---
American Century Balanced I --- --- --- --- --- ---
American Beacon Balanced Y --- --- --- --- --- ---
American Beacon Balanced Inv --- --- --- --- --- ---
American Beacon Balanced Instl --- --- --- --- --- ---
American Beacon Balanced C --- --- --- --- --- ---
American Beacon Balanced Adv --- --- --- --- --- ---
American Beacon Balanced A --- --- --- --- --- ---
Alger Balanced I-2 --- --- --- --- --- ---
AIG Multi-Asset Allocation C --- --- --- --- --- ---
AIG Multi-Asset Allocation B --- --- --- --- --- ---
AIG Multi-Asset Allocation A --- --- --- --- --- ---
AIG Active Allocation C --- --- --- --- --- ---
AIG Active Allocation B --- --- --- --- --- ---
AIG Active Allocation A --- --- --- --- --- ---
Aberdeen Income Builder Instl --- --- --- --- --- ---
Aberdeen Income Builder A --- --- --- --- --- ---
AB All Market Total Return R --- --- --- --- --- ---
AB All Market Total Return K --- --- --- --- --- ---
AB All Market Total Return I --- --- --- --- --- ---
AB All Market Total Return C --- --- --- --- --- ---
AB All Market Total Return B --- --- --- --- --- ---
AB All Market Total Return Advisor --- --- --- --- --- ---
AB All Market Total Return A --- --- --- --- --- ---
1919 Socially Responsive Balanced I --- --- --- --- --- ---
1919 Socially Responsive Balanced C --- --- --- --- --- ---
1919 Socially Responsive Balanced A --- --- --- --- --- ---
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