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Allocation--50% to 70% Equity Mutual Funds

Below is a list of Allocation--50% to 70% Equity Mutual Funds. Click on an Mutual Fund to see its details. To filter the list, use the Screener.

Symbol Name Price Market Cap 52 Week High 52 Week Low
RLBFX American Funds American Balanced-R5 29.85 198679.215 31.779 26.636
PLBBX Plumb Balanced-Inv 30 61.377 34.03 25.908
PLIBX Plumb Balanced-Inst 29.98 61.377 33.938 25.879
STDAX SEI Defensive Strategy Alloc SAAT-F 11.28 3.349 11.29 11.018
SIBAX Sit Balanced 26.82 45.728 30.51 24.389
JABAX Janus Henderson Balanced-T 39.4 22704.684 43.573 35.505
FAZYX Fidelity Adv Multi-Asset Income-M 13.28 1863.131 14.222 11.908
ONGFX JPMorgan Investor Growth & Income-I 16.65 3992.953 17.839 14.616
MIBLX BNY Mellon Asset Allocation-Inv 11.86 424.587 12.977 10.627
VWELX Vanguard Wellington-Inv 39.75 101927.745 43.26 35.568
CRTBX Conquer Risk Tactical Rotation 10.35 80.027 10.53 9.357
RNRPX American Funds Retirement Inc-Mod R4 11.49 1410.581 12.274 10.346
FROPX ALPS Flat Rock Opportunity USD 19.35 204.493 20.021 18.069
HCKIX Hartford Checks & Balances-I 9.1 1407.761 9.809 8.049
LMEIX Franklin Multi-Asset Conserv Growth-I 13.18 283.706 14.091 11.636
OAMIX Invesco Select Risk Moderate Inv-A 10.12 1834.705 11.128 8.923
CBALX Columbia Balanced-Inst 42.88 7558.887 47.596 38.495
TSGCX Timothy Plan Strategic Growth-C 7.81 35.709 8.466 6.989
PRWCX TRPrice Capital Appreciation-Inv 31.34 47902.877 33.186 28.052
GDMZX GuideStone Defensive Markets Strats-Inv 10.99 1319.262 11.669 10.04
NDARX American Funds Retirement Inc-Enhcd A 12.09 1534.33 12.907 10.73
MNBAX Manning & Napier Pro-Blend ExtendTerm-S 17.6 570.923 19.455 15.844
FSNIX Fidelity Adv Asset Manager 60-I 13.72 3871.743 15.045 12.151
FAIOX Fidelity Adv Balanced-I 24.17 6298.122 26.784 21.458
BRGPX BlackRock 60/40 Target Allocation-R 13.55 1322.709 14.84 11.972
FPURX Fidelity Puritan 21.66 27128.5 23.777 19.362
DODBX Dodge & Cox Balanced-I 98.25 13467.717 103.08 85.437
APPRX AB Sustainable Thermatic Balance-R 10.78 110.304 11.91 9.449
MRBPX BlackRock Sustain Balanced-R 20.61 1553.155 22.19 17.97
PCGAX PGIM Income Builder-A 9.05 260.014 9.725 8.132
BLPCX American Funds Moderate Grwth & Inc-C 15.61 12410.964 17.006 13.811
JBALX Janus Henderson Balanced-I 39.47 22704.566 43.593 35.56
FBAKX Fidelity Balanced-K 24.46 38653.403 27.07 21.716
JDBRX Janus Henderson Balanced-R 39.03 22699.34 43.381 35.235
RPRPX American Funds Retirement Inc-Enhcd R4 12.09 1533.06 12.908 10.728
PFJDX PFG JPMorgan Tactical Moderate Strat-R 9.69 171.011 10.67 8.573
ISGAX Voya Solution Balanced-A 8.51 50.166 9.405 7.55
PGEYX George Putnam Balanced-Y 20.5 1579.267 22.352 18.387
RLBEX American Funds American Balanced-R4 29.74 198675.987 31.767 26.576
FBFWX American Funds Retirement Inc-Mod F1 11.5 1411.809 12.279 10.348
NSDMX Nationwide Investors Destn Moderate-S 8.89 957.658 9.7 7.882
MAPOX Mairs & Power Balanced 97.23 811.215 105.183 87.662
TMGIX Transamerica Asset Allocation Mod Gr-I 11.31 1473.908 12.478 9.942
TMMIX Transamerica Asset Allocation Moderate-I 10.58 944.934 11.604 9.507
TRPBX TRPrice Spectrum Moderate Allocation-Inv 21.75 2170.574 24.136 19.436
VPGDX Vanguard Managed Allocation-Inv 16.68 1167.667 17.617 14.824
RFRPX American Funds Retirement Inc-Enhcd R2 12.01 1533.004 12.896 10.688
FMTZX Franklin Moderate Allocation-Adv 13.63 1595.269 14.902 12.135
TWBIX American Century Balanced-Inv 16.48 862.878 18.23 14.789
PRPFX Permanent Portfolio Permanent-I 47.74 2773.885 49.794 42.085
LOGBX Scharf Multi-Asset Opportunity-Ret 33.39 49.875 35.891 30.102
CFXRX Columbia Flexible Capital Income-Inst2 13.61 1453.398 14.486 12.141
BIGPX BlackRock 60/40 Target Allocation-Inst 13.86 1323.472 15.1 12.224
SMGSX SEI Market Growth Strategy SAAT-I 11.22 135.229 12.213 9.893
TITRX TIAA-CREF Managed Allocation-Ret 10.89 846.556 12.015 9.623
PVFIX Pinnacle Value 15.23 31.129 15.28 12.675
ARCHX Archer Balanced\Disc 15.01 43.824 16.865 13.83
JPDVX JPMorgan Diversified-L 13.67 540.446 14.985 12.069
GCBLX Green Century Balanced 32.45 393.469 35.161 28.898
TWSMX American Century Strtgc Alloc:Mod-Inv 5.82 748.557 6.279 5.116
TIMRX TIAA-CREF Managed Allocation-Inv 10.95 846.569 12.092 9.683
SVBIX JHancock Balanced-I 23.43 4169.743 25.426 21.208
CPCZX Columbia Capital Alloc Mod-Adv 9.32 1165.606 10.421 8.344
BLUIX Blueprint Adaptive Grwth Allocation-Inst 11.35 94.89 13.102 11.083
JTSBX JHancock Multimanager Lifestyle Bal-R5 12.33 8074.288 13.523 10.854
USBSX USAA Cornerstone Moderate 14.14 1102.118 15.358 12.692
SMGAX SEI Conservative Strategy Alloc SAAT-F 12.23 22.144 12.757 11.073
GMDRX Nationwide Investors Destn Moderate-R 8.59 958.73 9.387 7.616
ABFAX AmerBeacon Balanced-A 11.25 149.225 11.833 9.785
RRRPX American Funds Retirement Inc-Mod R5 11.54 1411.85 12.29 10.379
LKBAX LKCM Balanced 25.16 112.714 26.994 22.688
PABYX Putnam Dynamic AssetAlloc Balanced-Y 14.08 2117.801 15.457 12.645
AABPX AmerBeacon Balanced-Inv 11.3 149.23 11.885 9.825
PDCZX PGIM Income Builder-Z 9.13 260.032 9.789 8.193
RURPX American Funds Retirement Inc-Mod R6 11.52 1410.613 12.264 10.357
RLBCX American Funds American Balanced-R3 29.61 198672.741 31.723 26.485
WGBAX Allspring Spectrum Moderate Growth-A 10.67 404.179 11.738 9.647
EAIFX Allspring Asset Allocation-Adm 13.22 1384.398 14.277 11.615
MBNAX MainStay Balanced-A 29.08 490.489 30.358 26.495
FMSDX Fidelity Multi-Asset Income 13.27 1863.148 14.182 11.885
FTMRX Franklin Moderate Allocation-R 13.58 1595.297 14.925 12.101
RLBGX American Funds American Balanced-R6 29.82 198678.134 31.732 26.603
BAGPX BlackRock 60/40 Target Allocation-InvA 13.58 1322.689 14.843 11.998
HEIIX Hennessy Equity & Income-Inst 13.69 87.722 14.564 12.258
AZNAX Virtus AllianzGI Income & Growth-A 10.56 5271.151 11.675 9.492
CMMVX Catholic RespInv Magnus 60/40 Beta-Inv 9.02 406.108 9.769 8.039
IMGRX Transamerica Asset Allocation Mod Gr-R 11.33 1473.908 12.589 9.974
CMPVX Catholic RespInv Magnus 60/40 Alpha Inv 8.97 1076.517 9.786 7.935
OIBFX JPMorgan Investor Balanced-I 14.56 5275.03 15.542 12.983
WEBAX TETON Westwood Balanced-AAA 9.61 41.985 10.33 8.589
MACPX BlackRock Sustain Balanced-Inst 23.28 1553.367 24.904 20.26
FAAFX Fairholme Allocation 8.41 52.387 9.603 6.736
VGSTX Vanguard STAR-Inv 25.89 21166.136 28.474 22.411
STFBX State Farm Balanced 82.79 2206.701 86.49 73.608
VSMGX Vanguard LifeStrategy Moderate Grwth-Inv 28.94 17889.666 31.711 25.581
AOMIX American Century One Choice Mod-Inv 13.59 1802.605 14.873 11.965
VLAIX Value Line Asset Allocation 38.93 981.527 41.019 34.035
MBAIX MainStay Balanced-I 29.18 490.338 30.39 26.57
JILBX JHancock Multimanager Lifestyle Bal-1 12.22 8080.646 13.393 10.755
AADBX AmerBeacon Balanced-R5 13.8 149.253 14.475 11.989
HDOGX Hennessy Total Return-Inv 13.27 57.17 13.685 11.655
SWBGX Schwab MarketTrack Balanced 18.15 557.33 19.411 15.934
VLSMX VALIC Company I Moderate Growth Lifestyl 13.87 1018.089 14.945 12.36
CLHRX Columbia Capital Alloc Mod Aggress-Inst2 10.5 1725.78 11.805 9.264
GPMIX GuidePath Multi-Asset Inc Allocaton-Ser 10.55 91.321 11.237 9.239
BALFX American Funds American Balanced-F1 29.77 198676.945 31.802 26.597
PAXWX Pax Sustainable Allocation-Inv 24.15 2143.718 26.371 21.382
FOBAX Tributary Balanced-Inst 17.4 72.077 18.771 15.664
LABPX Lord Abbett Multi-Asset Balanced Opprt-P 10.27 2041.368 11.461 9.434
MAMFX MFS Moderate Allocation-R1 17.46 6265.538 19.07 15.521
BDHAX BlackRock Dynamic High Income-InvA 8.26 1211.065 9.198 7.314
TCSHX Transamerica Multi-Asset Income-C 12.88 693.303 13.78 11.604
CPAMX Columbia Capital Alloc Mod-Inst2 9.32 1165.606 10.411 8.334
ICMBX Intrepid Capital 10.87 44.823 11.665 9.88
VLAAX Value Line Asset Allocation 38.86 981.53 41.038 33.998
ASMRX American Century Strtgc Alloc:Mod-R 5.74 749.828 6.221 5.053
JFBUX JPMorgan Investor Growth & Income-R6 16.66 3995.351 17.802 14.607
CONWX Concorde Wealth Management Fund 17.59 37.751 18.426 16.125
ABPYX AB Sustainable Thematic Balanced-Adv 10.89 110.198 11.972 9.54
IBPIX Voya Balanced-I 13.95 309.1 15.238 12.31
DDIIX Delaware Wealth Builder-Inst 13.83 363.083 14.417 12.194
JDVSX JPMorgan Diversified-I 13.71 540.439 15.034 12.111
TASHX Transamerica Multi-Asset Income-A 12.93 693.835 13.734 11.619
MSFHX MFS Total Return-R3 19.09 7827.912 20.111 17.037
ACBYX AmerBeacon Balanced-Y 13.94 149.265 14.637 12.114
TSMPX TIAA-CREF Lifestyle Moderate-Prem 12.87 529.225 14.189 11.363
MBAYX MassMutual Balanced-Ser 11.29 122.884 12.239 10.129
RLBAX American Funds American Balanced-R1 29.52 198603.183 31.755 26.441
RBAEX American Funds Moderate Grwth & Inc-R4 15.72 12411.412 17.011 13.882
PWTYX UBS US Allocation-P 43.91 220.324 48.327 39.16
RCRPX American Funds Retirement Inc-Enhcd R1 12.08 1533.061 12.99 10.753
WMBLX WesMark Balanced 13.28 100.462 14.116 12.092
VBAIX Vanguard Balanced IxFd-I 41.92 48040.737 45.886 37.579
RBAAX American Funds Moderate Grwth & Inc-R1 15.65 12411.138 17.052 13.849
FWBTX Fidelity Adv Multi-Asset Income-C 13.24 1863.172 14.274 11.916
MRKAX AB All Market Income-A 7.58 12.206 8.886 7.183
IBNYX Delaware Ivy Balanced-Y 19.07 1690.136 20.798 17.168
JANBX Janus Henderson Balanced-D 39.46 22704.613 43.593 35.555
BLUPX Blueprint Adaptive Grwth Allocation-Inv 11.3 94.805 13.077 11.034
OSTVX Osterweis Growth & Income 15.49 152.313 16.84 13.943
WWWEX Kinetics Global No Load 8.48 28.254 9.41 7.863
RVRPX American Funds Retirement Inc-Enhcd R6 12.11 1533.078 12.896 10.742
FSANX Fidelity Asset Manager 60 13.71 3871.731 15.026 12.143
FAYZX Fidelity Adv Multi-Asset Income-I 13.26 1861.744 14.185 11.886
THPBX BNY Mellon Balancd Opportunity-J 21.16 277.848 23.042 18.611
TBLIX Transamerica Multi-Managed Balanced-I 29.86 1113.166 32.695 26.797
NCBGX New Covenant Balanced Growth 105.89 333.046 115.002 95.26
MARRX MFS Moderate Allocation-R2 17.89 6266.223 19.443 15.89
GDMYX GuideStone Defensive Markets Strats-Inst 11.01 1320.451 11.661 10.04
FPUKX Fidelity Puritan-K 21.64 27128.336 23.737 19.328
RPBAX TRPrice Balanced-Inv 23.46 4179.211 26.046 20.687
FCISX Franklin Income-C 2.38 69575.019 2.477 2.13
APWKX AB Sustainable Thematic Balance-K 10.82 110.201 11.931 9.48
USCRX USAA Cornerstone Moderately Aggressive 24.56 2617.654 26.665 21.821
MBAPX Praxis Genesis Balanced-A 14.06 83.837 15.321 12.424
QIBGX Federated Hermes MDT Balanced-Inst 19.04 197.559 20.133 16.773
PUDAX PGIM Real Assets-A 9.14 151.427 10.338 8.478
TPDIX Timothy Plan Defensive Strategies-I 13.2 79.237 14.353 11.851
FFIMX Fidelity Adv Asset Manager 50-I 18.55 9724.689 20.194 16.655
ETAMX Eventide Multi-Asset Income-A 12.49 369.41 13.372 11.27
MRSSX MassMutual 60/40 Allocation-R5 8.09 174.068 8.8 7.155
CFIAX Columbia Flexible Capital Income-A 13.46 1453.384 14.357 12.02
NBGPX Columbia Capital Alloc Mod Aggress-Inst 10.34 1724.04 11.639 9.125
ABGNX American Century Balanced-R5 16.49 862.879 18.204 14.781
ABINX American Century Balanced-I 16.49 862.356 18.214 14.791
DGSIX DFA Global Allocation 60/40-I 19.49 3748.843 20.619 17.272
JABRX Janus Henderson Balanced-S 39.31 22704.789 43.585 35.46
GGIIX GuideStone Global Impact-Inv\Disc 9.07 127.07 10.292 7.911
FITUX Delaware Total Return-Inst 14.43 403.49 15.168 12.806
BLPFX American Funds Moderate Grwth & Inc-F1 15.72 12411.412 17.012 13.883
JSLBX JHancock Multimanager Lifestyle Bal-R4 12.3 8074.224 13.513 10.84
ITRAX VY TRPrice Capital Appreciation-A 24.34 7753.458 25.784 21.727
PPLSX DWS Multi-Asset Moderate Allocation-S 9.02 21.707 9.802 8.02
LOGOX Scharf Multi-Asset Opportunity-Inst 33.43 49.861 35.863 30.119
RBACX American Funds Moderate Grwth & Inc-R3 15.67 12411.22 17.004 13.854
TCVCX Timothy Plan Conservative Growth-C 8.6 43.649 9.309 7.878
SWOBX Schwab Balanced 14.97 642.725 16.466 13.153
DRAKX BNY Mellon Sustainable Balanced-K\Disc 12.73 12.92 15.31 12.26
ABWRX AB All Market Total Return-R 13.27 486.736 15.312 12.041
DBORX BNY Mellon Balanced Opportunity-I 21.02 277.851 22.882 18.491
AGIYX AB Tax-Managed All Market Income-Adv 10.2 40.992 12.112 9.693
JABLX Janus Henderson VIT Balanced-Inst 41.99 7491.52 46.314 37.849
RLRPX American Funds Retirement Inc-Enhcd R3 12.05 1533.037 12.903 10.707
FASMX Fidelity Asset Manager 50 18.59 9724.782 20.227 16.694
TPDCX Timothy Plan Defensive Strategies-C 12.41 79.21 13.608 11.187
GGIYX GuideStone Global Impact-Inst\Disc 9.08 127.069 10.24 7.895
SRWAX SEI Market Growth Strategy SAAT-F 11.44 135.094 12.432 10.087
RBRPX American Funds Retirement Inc-Mod R1 11.45 1411.774 12.309 10.327
ITCSX VY TRPrice Capital Appreciation-S 26.29 7754.893 27.759 23.441
CBARX Calvert Balanced-R6 36.9 1038.993 40.1 33.597
RERPX American Funds Retirement Inc-Mod R2 11.46 1410.554 12.307 10.333
NBARX American Funds Retirement Inc-Mod A 11.5 1411.809 12.271 10.345
PAADX Putnam Dynamic AssetAlloc Balanced-R5 14.15 2117.802 15.532 12.705
IBARX Delaware Ivy Balanced-R6 19.13 1690.139 20.794 17.206
FBALX Fidelity Balanced 24.46 38653.403 27.092 21.721
HCMEX HCM Income Plus-A 13.22 596.902 15.25 12.51
RBAFX American Funds Moderate Grwth & Inc-R5 15.76 12419.416 16.997 13.9
VTAIX Virtus Tactical Allocation-I 9.46 625.228 11.311 8.119
VBINX Vanguard BalancexFd-Inv 41.92 48040.737 45.926 37.582
MBLDX MassMutual Balanced-R5 10.45 122.866 11.316 9.378
MTRCX MFS Total Return-C 19.25 7828.282 20.438 17.231
RLBBX American Funds American Balanced-R2 29.55 198604.067 31.796 26.473
TGCIX Timothy Plan Growth & Income-C 10.24 17.769 11.169 9.595
MMRIX MainStay Moderate Allocation-I 12.44 780.012 13.285 11
JIBOX JHancock Multi-Index Lifestyle Bal-1 10.27 909.392 11.206 9.042
RKRPX American Funds Retirement Inc-Mod R3 11.48 1411.799 12.271 10.337
CMMSX Catholic RespInv Magnus 60/40 Beta Inst 9.02 406.108 9.761 8.025
RXRPX American Funds Retirement Inc-Enhcd R5 12.12 1534.344 12.905 10.743
RBABX American Funds Moderate Grwth & Inc-R2 15.61 12418.879 17.008 13.812
WGBIX Allspring Spectrum Moderate Growth-Inst 10.66 404.18 11.685 9.63
CMPSX Catholic RespInv Magnus 60/40 Alpha Inst 8.97 1076.517 9.769 7.931
PSAJX Principal SAM Balanced-J 13.55 4270.676 14.856 12.018
OYMIX Invesco Select Risk Moderate Inv-Y 10.21 1834.717 11.189 8.99
OCMIX Invesco Select Risk Moderate Inv-C 9.85 1832.799 10.91 8.709
PACLX TRPrice Capital Appreciation-Adv 30.88 47904.76 32.768 27.657
OGBCX JPMorgan Investor Balanced-C 14.21 5272.109 15.283 12.706
FSAAX Fidelity Adv Asset Manager 60-A 13.64 3868.836 14.995 12.094
VCAAX VALIC Company Asset Allocation-I 10.25 135.359 11.244 9.23
FAIGX Fidelity Adv Balanced-M 23.93 6298.352 26.654 21.286
HADAX Hartford Balanced HLS-IA 27.5 1759.612 29.539 24.75
MMDAX Madison Moderate Allocation-A 10 103.047 10.997 9.114
MMRAX MainStay Moderate Allocation-A 12.34 779.385 13.211 10.93
TCGAX Timothy Plan Conservative Growth-A 9.9 43.588 10.643 9.056
FABCX Fidelity Adv Balanced-C 23.3 6298.992 26.077 20.753
ASAMX American Century Strtgc Alloc:Mod-I 5.83 749.843 6.267 5.113
CMAAX Calvert Moderate Allocation-A 20.43 367.002 22.184 17.999
EVMLX E-Valuator Moderate 50-70 RMS-S 9.61 154.487 10.295 8.598
IBLLX Transamerica Multi-Managed Balanced-C 28.97 1112.952 32.06 26.08
MPBLX BNY Mellon Asset Allocation-M 11.73 424.94 12.791 10.497
TBLRX Transamerica Balanced II-R 10.88 105.151 11.97 9.783
IBALX Transamerica Multi-Managed Balanced-A 29.69 1113.2 32.615 26.661
IMLAX Transamerica Asset Allocation Mod Gr-A 11.32 1473.909 12.557 9.961
ISFYX Lord Abbett Multi-Asset Income-I 14.59 958.767 16.028 13.567
IMOAX Transamerica Asset Allocation Moderate-A 10.59 944.936 11.67 9.523
AGIAX AB Tax-Managed All Market Income-A 10.18 40.992 12.108 9.685
DOXBX Dodge & Cox Balanced-X 98.28 13467.8 99.46 85.425
VDAFX VALIC Company Dynamic Allocation-I 10.03 155.466 11.023 9.13
BALCX American Funds American Balanced-C 29.55 198604.067 31.786 26.472
PAAEX Putnam Dynamic AssetAlloc Balanced-R6 14.08 2117.801 15.445 12.642
JHLAX JHancock Multimanager Lifestyle Bal-5 12.22 8074.06 13.396 10.763
IIMDX Voya Strategic Allocation Moderate-I 12.35 118.7 13.656 10.94
ISFAX Lord Abbett Multi-Asset Income-A 14.69 958.79 16.179 13.668
MTRBX MFS Total Return-B 19.13 7828.015 20.309 17.121
PABAX Putnam Dynamic AssetAlloc Balanced-A 14.04 2117.794 15.448 12.623
AZNCX Virtus AllianzGI Income & Growth-C 9.36 5274.519 10.422 8.431
WFALX Allspring Index Asset Allocation-C 22.16 1357.169 24.713 20.21
TMAIX Thrivent Moderate Allocation-S 14.08 3317.304 15.33 12.548
PGPCX George Putnam Balanced-C 20.13 1580.11 22.154 18.113
AIGPX Virtus AllianzGl Income & Growth-P 10.93 5268.752 12.062 9.826
SVBAX JHancock Balanced-A 23.45 4169.762 25.554 21.254
RAGIX RiverFront Asset Allocation Gr & Inc-A 12.22 88.214 13.258 10.859
FTMTX Franklin Moderate Allocation-C 13.06 1595.632 14.424 11.658
AMBFX American Funds American Balanced-F2 29.78 198677.275 31.728 26.581
EIIFX Eaton Vance Balanced-I 9.62 840.181 10.452 8.734
JDVZX JPMorgan Diversified-R6 13.67 540.844 14.973 12.067
AYBLX Pioneer Balanced ESG-Y 9.57 389.976 10.464 8.538
EVIFX Eaton Vance Balanced-A 9.62 841.06 10.469 8.739
CFCRX Columbia Flexible Capital Income-Adv 13.6 1453.405 14.479 12.132
PAXIX Pax Sustainable Allocation-Inst 24.65 2143.719 26.839 21.802
MMABX MFS Moderate Allocation-B 18.13 6266.598 19.794 16.116
WFATX Allspring Index Asset Allocation-Inst 36.59 1357.427 40.358 33.248
THMAX Thrivent Moderate Allocation-A 14.03 3314.98 15.317 12.515
JABCX Janus Henderson Balanced-C 38.8 22705.488 43.243 35.049
OGIAX JPMorgan Investor Balanced-A 14.51 5271.498 15.533 12.951
PUDZX PGIM Real Assets-Z 9.16 151.434 10.349 8.488
PGEOX George Putnam Balanced-A 20.4 1580.057 22.288 18.308
MRSLX MassMutual Select 60/40 Allocation-Adm 8.15 174.283 8.876 7.208
LMRNX 1919 Socially Responsive Balanced-I 24.43 710.632 27.235 21.97
WFGBX Allspring Growth Balanced-A 44.15 192.358 48.247 38.831
CFIZX Columbia Flexible Capital Income-Inst 13.46 1453.384 14.319 12.002
FIWBX Fidelity Adv Multi-Asset Income-Z 13.27 1863.148 14.173 11.882
QABGX Federated Hermes MDT Balanced-A 18.96 197.558 20.103 16.716
LIXTX Lord Abbett Multi-Asset Income-R5 14.6 958.769 16.038 13.577
TSGAX Timothy Plan Strategic Growth-A 9.15 35.697 9.848 8.168
ECIFX Eaton Vance Balanced-C 9.66 841.038 10.592 8.796
SIBLX Touchstone Balanced-Y 22.69 768.168 24.796 20.084
CLAIX Calvert Moderate Allocation-I 20.46 367.003 22.157 18.018
FKIQX Franklin Income-A 2.34 69861.165 2.418 2.087
FBLAX Franklin Managed Income-A 12.46 3761.811 12.957 11.051
EVFTX E-Valuator Conservative/Moderate 30-50 R 9.83 27.281 10.437 9.071
ABUAX Columbia Capital Alloc Mod-A 9.49 1164.451 10.639 8.499
BLPAX American Funds Moderate Grwth & Inc-A 15.71 12411.371 16.993 13.88
ABWAX AB All Market Total Return-A 13.46 486.808 15.46 12.201
ABPAX AB Sustainable Thematic Balanced-A 10.8 110.201 11.901 9.469
AZNIX Virtus AllianzGI Income & Growth-I 11.08 5272.651 12.214 9.946
DBOAX BNY Mellon Balancd Opportunity-A 21.16 277.848 23.085 18.633
MMDRX Madison Moderate Allocation-B 9.92 102.941 11 9.064
JBAWX JHancock Balanced-R6 23.47 4171.534 25.433 21.233
BCGPX BlackRock 60/40 Target Allocation-InvC 13.28 1322.889 14.627 11.749
NVGBX Allspring Growth Balanced-Adm 37.47 192.395 40.869 32.942
TSHIX Transamerica Multi-Asset Income-I 12.93 693.298 13.699 11.614
TGIAX Timothy Plan Growth & Income-A 10.69 17.772 11.584 9.988
CLBAX American Funds American Balanced-529A 29.74 198675.987 31.754 26.566
MCCPX BlackRock Sustain Balanced-InvC 18.92 1553.209 20.454 16.52
EAAFX Allspring Asset Allocation-A 12.78 1383.537 13.976 11.242
FPPAX MFS Prudent Investor-A 10.59 38.296 11.487 9.459
SSIAX 1919 Socially Responsive Balanced-A 24.39 710.637 27.256 21.944
ONECX JPMorgan Investor Growth & Income-C 16.35 3993.439 17.647 14.382
FZAAX Fidelity Adv Balanced-Z 24.18 6300.728 26.761 21.462
MBLAX Madison Diversified Income-A 14.81 164.748 15.646 13.178
ASMDX American Century Strtgc Alloc:Mod-R6 5.82 749.843 6.247 5.101
HCMLX HCM Income Plus-I 13.25 596.891 15.24 12.54
IMDRX Transamerica Asset Allocation Moderate-R 10.55 944.927 11.655 9.494
DFBCX Delaware Strategic Allocation-C 9.51 184.982 10.33 8.394
SCORX Sextant Core 14.65 19.693 15.547 13.282
CBLAX Columbia Balanced-A 42.98 7558.85 47.83 38.629
PSBIX Principal SAM Balanced-Inst 13.9 4270.914 15.222 12.324
CMALX Crawford Multi-Asset Income 25.39 132.553 25.69 22.236
NBIAX Columbia Capital Alloc Mod Aggress-A 10.37 1724.064 11.699 9.16
IBNAX Delaware Ivy Balanced-A 19.06 1690.136 20.794 17.166
IMLLX Transamerica Asset Allocation Mod Gr-C 11.57 1473.995 12.921 10.2
IMOLX Transamerica Asset Allocation Moderate-C 10.78 944.11 11.972 9.723
MNBIX Manning & Napier Pro-Blend ExtendTerm-I 17.64 570.927 19.438 15.877
DDIAX Delaware Wealth Builder-A 13.83 363.083 14.458 12.214
CGBRX Columbia Capital Alloc Mod Aggress-Adv 10.51 1725.784 11.828 9.275
CBAIX Calvert Balanced-I 36.92 1038.992 40.15 33.622
WLVIX Westwood Total Return-Inst\Disc 6.25 127.375 7.107 5.884
RBLSX Russell Inv LifePoints Balanced Strat-S 9.67 761.483 10.54 8.379
PLUSX DWS Multi-Asset Moderate Allocation-A 9.03 21.707 9.847 8.041
RLIIX RiverFront Asset Allocation Gr & Inc-I 12.19 88.214 13.189 10.825
ABWYX AB All Market Total Return-Adv 13.64 486.874 15.628 12.347
JFQUX JPMorgan Investor Balanced-R6 14.55 5275.059 15.494 12.966
PSQGX Port Street Quality Growth-Inst 15.75 206.366 16.419 14.103
HBAAX Hartford Moderate Allocation-A 11.1 330.029 12.192 9.895
PRPHX Permanent Portfolio Permanent-C 46.31 2773.918 48.713 40.964
JCLBX JHancock Multimanager Lifestyle Bal-C 12.32 8074.269 13.657 10.886
FRIAX Franklin Income-Adv 2.32 69858.678 2.392 2.066
ONGIX JPMorgan Investor Growth & Income-A 17.04 3994.704 18.292 14.964
BDHIX BlackRock Dynamic High Income-Inst 8.26 1211.065 9.166 7.307
WGBFX Allspring Spectrum Moderate Growth-C 10.99 404.123 12.173 9.957
VBIAX Vanguard Balanced IxFd-Admr 41.92 48040.737 45.881 37.571
MRKYX AB All Market Income-Adv 7.6 12.206 8.876 7.192
RLGAX RiverFront Asset Allocation Gr & Inc-Inv 12.24 88.215 13.27 10.869
MSFRX MFS Total Return-A 19.07 7827.873 20.09 17.017
PGEBX George Putnam Balanced-B 20.06 1579.334 22.079 18.055
LABFX Lord Abbett Multi-Asset Balanced Opprt-A 10.33 2039.421 11.517 9.488
HBAIX Hartford Moderate Allocation-I 11.14 330.034 12.207 9.925
MAMJX MFS Moderate Allocation-R4 18.36 6266.929 19.852 16.277
LOWIX Ladenburg Growth & Income-I 13.1 156.127 14.138 11.625
CBDYX Columbia Balanced Inst3 43.42 7558.64 48.154 38.976
NAINX Virtus Tactical Allocation-A 9.48 624.556 11.365 8.143
WBLAX InvestEd Balanced\DISC 8.67 53.798 9.906 8.393
JDBAX Janus Henderson Balanced-A 39.32 22704.783 43.526 35.453
RBLAX Russell Inv LifePoints Balanced Strat-A 9.48 761.579 10.341 8.219
FWATX Fidelity Adv Multi-Asset Income-A 13.26 1861.744 14.214 11.898
JDVAX JPMorgan Diversified-A 13.58 540.862 14.923 11.998
CBLCX Columbia Balanced-C 42.76 7558.941 47.936 38.511
QKBGX Federated Hermes MDT Balanced-R6 18.98 197.559 20.072 16.725
JALBX JHancock Multimanager Lifestyle Bal-A 12.34 8074.309 13.575 10.875
NBICX Columbia Capital Alloc Mod Aggress-C 10.4 1724.081 11.816 9.207
TPPAX TRPrice Spectrum Moderate Allocation-I 21.73 2170.573 24.083 19.419
MXCJX Empower SecureFoundation Balanced-Inst 7.66 934.489 8.108 6.688
SCBPX Principal SAM Balanced-C 13.84 4270.872 15.319 12.317
DFBAX Delaware Strategic Allocation-A 9.51 184.982 10.253 8.376
FSCNX Fidelity Adv Asset Manager 60-C 13.44 3868.583 14.892 11.945
TPDAX Timothy Plan Defensive Strategies-A 13.19 79.236 14.378 11.851
PWTAX UBS US Allocation-A 42.7 220.341 47.111 38.113
WEBCX TETON Westwood Balanced-A 9.7 41.985 10.425 8.674
LOWAX Ladenburg Growth & Income-A 13.05 156.133 14.104 11.583
FCFWX American Funds Retirement Inc-Enhcd F1 12.09 1533.06 12.926 10.734
WBBIX TETON Westwood Balanced-I 9.59 41.985 10.285 8.564
SBBAX Franklin Multi-Asset Conserv Growth-I 13.19 283.706 14.147 11.656
BLATX Lord Abbett Multi-Asset Balanced Opprt-R 10.36 2041.396 11.509 9.501
JABNX Janus Henderson Balanced-N 39.43 22704.622 43.505 35.512
RBAIX TRPrice Balanced-I 23.45 4179.212 25.991 20.67
FABLX Fidelity Adv Balanced-A 23.56 6298.719 26.171 20.931
SABPX Principal SAM Balanced-A 14.22 4271.119 15.613 12.614
FKINX Franklin Income-A1 2.34 69861.165 2.415 2.096
CSIFX Calvert Balanced-A 36.05 1038.727 39.292 32.852
FSATX Fidelity Adv Asset Manager 60-M 13.57 3868.739 14.963 12.045
ALIBX ALPS/Smith Balanced Opportunity-Inv 10.9 23.675 11.922 9.767
FFAMX Fidelity Adv Asset Manager 50-A 18.51 9729.837 20.189 16.626
FFCMX Fidelity Adv Asset Manager 50-C 18.31 9724.148 20.125 16.49
DFFIX Delaware Strategic Allocation-Inst 9.52 185.176 10.237 8.371
ALPBX ALPS/Smith Balanced Opportunity-I 10.89 23.675 11.888 9.766
MXSBX Empower SecureFoundation Balanced-Inv 12.55 934.617 13.332 10.956
FFTMX Fidelity Adv Asset Manager 50-M 18.49 9729.789 20.216 16.626
ETCMX Eventide Multi-Asset Income-C 12.4 369.417 13.372 11.218
TSMLX TIAA-CREF Lifestyle Moderate-Inv 12.8 529.217 14.133 11.316
ETIMX Eventide Multi-Asset Income-I 12.46 369.115 13.309 11.241
ETNMX Eventide Multi-Asset Income-N 12.46 369.413 13.335 11.238
HBACX Hartford Moderate Allocation-C 11.08 330.027 12.272 9.905
MXITX Empower Moderate Profile-Inst 9.95 1561.424 10.419 8.711
MSFJX MFS Total Return-R4 19.09 7827.912 20.069 17.027
PABFX PGIM Balanced-Z 15.39 938.105 17.018 13.728
HCKCX Hartford Checks & Balances-C 9.01 1407.731 9.813 7.998
MXMPX Empower Moderate Profile-Inv 6.25 1561.069 6.567 5.481
PABBX Putnam Dynamic AssetAlloc Balanced-B 14 2117.78 15.52 12.609
RBAGX American Funds Moderate Grwth & Inc-R6 15.76 12419.416 16.988 13.898
WBCCX TETON Westwood Balanced-C 9.83 41.985 10.647 8.806
ACOAX American Century Strtgc Alloc: Mod A 5.8 749.841 6.266 5.099
MTRIX MFS Total Return-I 19.06 7827.846 20.039 17.002
VWENX Vanguard Wellington-Admr 68.63 101927.213 74.649 61.399
CLBFX American Funds American Balanced-529F 29.72 198742.093 31.683 26.526
MDCPX BlackRock Sustain Balanced-InvA 23.12 1553.437 24.802 20.14
FBFRX Franklin Managed Income-R6 12.5 3761.85 12.956 11.077
WFGWX Allspring Growth Balanced-C 36.44 192.312 40.119 32.131
HCMKX HCM Income Plus-Inv 12.88 596.567 14.97 12.2
POCAX Pacific Funds Optim Moderate-A 10.1 801.155 11.284 8.924
MMACX MFS Moderate Allocation-C 17.95 6262.845 19.607 15.964
NTAIX Navigator Tactical US Allocation-I 8.96 48.979 9.751 8.08
EAAIX Allspring Asset Allocation-Inst 12.8 1383.526 13.949 11.246
MMRCX MainStay Moderate Allocation-C 12.24 779.384 13.233 10.873
IRMGX Voya Retirement Moderate Growth-A 10.45 1325.886 11.422 9.25
LOWCX Ladenburg Growth & Income-C 12.66 156.181 13.803 11.27
FHFWX American Funds Retirement Inc-Mod F2 11.52 1411.834 12.266 10.36
FNCFX Franklin Income-R6 2.33 69859.922 2.401 2.075
SBACX Touchstone Balanced-C 22.92 768.143 25.295 20.356
AOBLX Pioneer Balanced ESG-A 9.49 389.556 10.412 8.473
CMACX Calvert Moderate Allocation-C 19.15 366.991 20.948 16.91
ITRIX VY TRPrice Capital Appreciation-I 26.29 7751.922 27.707 23.426
FBFZX Franklin Managed Income-Adv 12.49 3761.838 12.955 11.071
TRAIX TRPrice Capital Appreciation-I 31.34 47918.233 33.145 28.033
TIGIX Timothy Plan Growth & Income-I 10.77 17.757 11.66 10.061
TIMIX TIAA-CREF Managed Allocation-Inst 10.91 847.335 12.003 9.627
IRACX CIM Real Assets & Credit-I 25.99 284.588 25.991 24.636
PCBCX Pioneer Balanced ESG-C 9.39 389.539 10.387 8.409
EVFMX E-Valuator Moderate 50-70 RMS-R4 9.6 154.327 10.328 8.615
CSGCX Calvert Balanced-C 34.62 1038.749 38.019 31.623
MAMAX MFS Moderate Allocation-A 18.38 6263.573 19.923 16.308
JTBIX JHancock Multimanager Lifestyle Bal-I 12.23 8074.074 13.42 10.766
IMPCX Variant Impact-Inst 26.74 25.497 26.74 23.78
FMTIX Franklin Moderate Allocation-A 13.61 1595.282 14.92 12.123
CBDRX Columbia Balanced-Adv 43.41 7560.372 48.185 38.975
GCBUX Green Century Balanced-I 32.59 393.466 35.218 28.991
CBLRX Columbia Balanced-R 42.99 7558.846 47.955 38.662
CBPRX Pioneer Balanced ESG-R 9.5 389.558 10.451 8.499
BLPEX American Funds Moderate Grwth & Inc-F2 15.74 12411.493 16.987 13.892
MSFKX MFS Total Return-R6 19.07 7827.873 20.024 16.999
PCBKX Pioneer Balanced ESG-K 9.46 389.551 10.351 8.447
SEBLX Touchstone Balanced-A 22.9 768.146 25.083 20.286
GMDIX Nationwide Investors Destn Moderate-R6 8.88 957.655 9.65 7.864
WFAIX Allspring Index Asset Allocation-Adm 36.63 1357.057 40.475 33.302
SFAAX Allspring Index Asset Allocation-A 36.63 1357.427 40.538 33.319
SIIIX Alphacentric Strategic Income-I 16.21 50.106 17.266 13.724
SVBCX JHancock Balanced-C 23.42 4169.72 25.735 21.271
TSMTX TIAA-CREF Lifestyle Moderate-Ret 12.81 529.218 14.141 11.316
AWIIX CIBC Atlas Income Opportunities-Inst 13.93 623.242 15.151 12.595
ABALX American Funds American Balanced-A 29.8 198677.787 31.813 26.623
CLREX Columbia Balanced-Inst2 42.91 7558.897 47.62 38.522
FISRX Franklin Income-R 2.29 69854.846 2.374 2.049
FITRX Delaware Total Return-A 14.36 403.487 15.125 12.755
MMAIX MFS Moderate Allocation-I 18.7 6267.436 20.222 16.577
IYBIX Delaware Ivy Balanced-I 19.07 1690.136 20.759 17.164
CBMZX Columbia Capital Alloc Mod-Inst 9.48 1165.67 10.591 8.484
DBALX Davenport Balanced Income 12.31 225.301 13.196 11.325
HEIFX Hennessy Equity & Income-Inv 14.58 87.751 15.558 13.069
NADMX Nationwide Investors Destn Moderate-A 8.95 957.659 9.754 7.93
HCKAX Hartford Checks & Balances-A 9.08 1407.754 9.812 8.034
PIBAX PGIM Balanced-A 15.25 938.099 16.905 13.619
FGFWX American Funds Retirement Inc-Enhcd F2 12.1 1533.07 12.9 10.735
RLEFX American Funds American Balanced-R5E 29.78 198743.684 31.732 26.583
AFMBX American Funds American Balanced-F3 29.79 198677.559 31.702 26.583
ABLSX American Beacon Balanced Adv 12.51 149.238 13.183 10.888
MMRDX MainStay Moderate Allocation Inv 12.38 779.384 13.279 10.965
TSMHX TIAA-CREF Lifestyle Moderate Advisor 12.83 529.221 14.136 11.331
MBINX MainStay Balanced Inv 29.07 490.321 30.43 26.52
CAMRX Calvert Moderate Allocation-R6 20.45 366.824 22.146 18.005
PAPIX Princeton Adaptive Premium-I 10.05 0.207 10.05 9.889