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Balanced Mutual Funds

Below is a list of Balanced 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 33.17 218264.227 33.9 28.323
PLBBX Plumb Balanced-Inv 37.13 71.919 38.07 28.605
PLIBX Plumb Balanced-Inst 37.05 71.919 37.99 28.481
SIBAX Sit Balanced 32.04 60.282 32.851 26.528
JABAX Janus Henderson Balanced-T 43.51 25149.171 45.07 37.417
ONGFX JPMorgan Investor Growth & Income-I 18.11 4433.256 18.58 15.393
MIBLX BNY Mellon Asset Allocation-Inv 13.03 433.915 13.4 11.197
VWELX Vanguard Wellington-Inv 42.57 112790.917 43.41 36.757
RNRPX American Funds Retirement Inc-Mod R4 11.89 1414.102 12.14 10.559
FROPX Flat Rock Opportunity USD 19.41 274.646 19.46 15.545
HCKIX Hartford Checks & Balances-I 9.62 1375.237 9.87 8.269
LMEIX Franklin Multi-Asset Conserv Growth-I 13.84 281.987 14.33 12.008
OAMIX Invesco Select Risk Moderate Inv-A 10.81 1793.444 11.14 9.441
CBALX Columbia Balanced-Inst 49.88 8879.388 50.94 41.979
TSGCX Timothy Plan Strategic Growth-C 7.99 32.621 8.19 7.153
PRWCX TRPrice Capital Appreciation-Inv 35.04 59366.171 35.66 30.293
GDMZX GuideStone Defensive Markets Strats-Inv 11.75 1410.212 12.04 10.543
NDARX American Funds Retirement Inc-Enhcd A 12.92 1637.713 13.18 11.197
MNBAX Manning & Napier Pro-Blend ExtendTerm-S 18.53 548.318 19.08 16.601
FSNIX Fidelity Adv Asset Manager 60-I 14.96 4235.341 15.31 12.938
FAIOX Fidelity Adv Balanced-I 28.18 8329.247 28.877 23.74
BRGPX BlackRock 60/40 Target Allocation-R 14.56 1542.021 15.07 12.692
FPURX Fidelity Puritan 24.73 30515.336 25.385 20.243
DODBX Dodge & Cox Balanced-I 102.36 14604.52 104.12 88.463
APPRX AB Sustainable Thermatic Balance-R 11.56 99.067 12.05 10.264
MRBPX BlackRock Sustain Balanced-R 22.46 1554.699 23.09 19.377
PCGAX PGIM Income Builder-A 9.34 233.272 9.54 8.216
WGAYX Allspring Spectrum Growth-Inst 12 208.129 12.44 10.445
BLPCX American Funds Moderate Grwth & Inc-C 17.11 13560.976 17.52 14.753
JBALX Janus Henderson Balanced-I 43.6 25155.106 45.151 37.461
FBAKX Fidelity Balanced-K 28.04 46172.068 28.735 23.603
VALIX Value Line Capital Appreciation-Inv 11.02 437.438 11.6 8.694
JDBRX Janus Henderson Balanced-R 43.1 25148.246 44.66 37.151
RPRPX American Funds Retirement Inc-Enhcd R4 12.93 1637.701 13.2 11.205
PFJDX PFG JPMorgan Tactical Moderate Strat-R 10.4 142.763 10.77 9.083
ISGAX Voya Solution Balanced-A 8.44 52.534 8.73 7.36
PGEYX George Putnam Balanced-Y 23.87 1864.178 24.7 20.14
RLBEX American Funds American Balanced-R4 33.05 218204.357 33.79 28.274
FBFWX American Funds Retirement Inc-Mod F1 11.9 1414.089 12.15 10.569
NSDMX Nationwide Investor Destn Moderate-S 9.22 680.095 9.54 8.069
MAPOX Mairs & Power Balanced 103.77 763.8 106.86 88.393
TMGIX Transamerica AsstAllc Moderate Growth-I 12.55 1441.568 12.91 10.549
TMMIX Transamerica AsstAllc Moderate-I 11.26 870.755 11.57 9.8
TRPBX TRPrice Spectrum Moderate Allocation-Inv 23.75 1983.971 24.19 20.531
VPGDX Vanguard Managed Allocation-Inv\Disc 15.6 1118.4 17.02 15.34
RFRPX American Funds Retirement Inc-Enhcd R2 12.84 1637.819 13.11 11.156
FMTZX Franklin Moderate Allocation-Adv 14.72 1652.614 15.23 12.715
TWBIX American Century Balanced-Inv 18.4 900.835 18.97 15.8
PRPFX Permanent Portfolio Permanent-I 54.83 2951.088 55.64 45.935
LOGBX Scharf Multi-Asset Opportunity-Ret 34.85 48.2 35.73 30.618
CFXRX Columbia Flexible Capital Income-Inst2 13.18 1206.702 13.57 11.632
BIGPX BlackRock 60/40 Target Allocation-Inst 14.92 1541.117 15.44 12.986
SMGSX SEI Market Growth Strategy SAAT-I 11.61 112.093 11.937 10.29
TITRX TIAA-CREF Managed Allocation-Ret 11.96 869.272 12.25 10.286
JPDVX JPMorgan Diversified-L 14.99 442.177 15.461 12.788
GCBLX Green Century Balanced 34.34 382.603 35.03 29.59
TWSMX American Century Strtgc Alloc:Mod-Inv 6.24 729.156 6.41 5.414
TIMRX TIAA-CREF Managed Allocation-Inv 12.03 869.242 12.33 10.346
SVBIX JHancock Balanced-I 27.5 5057.938 28.01 23.027
CPCZX Columbia Capital Alloc Mod-Adv 9.86 1072.975 10.1 8.642
BLUIX Blueprint Adaptive Grwth Allocation-Inst 13.33 145.626 13.71 11.126
JTSBX JHancock Multimanager Lifestyle Bal-R5 12.86 7714.444 13.18 11.087
USBSX USAA Cornerstone Moderate 14.89 1107.52 15.25 13.192
SMGAX SEI Conservative Strategy Alloc SAAT-F 11.62 16.87 11.919 10.522
GMDRX Nationwide Investor Destn Moderate-R 8.87 679.329 9.18 7.781
ABFAX AmerBeacon Balanced-A 12.02 112.257 12.348 10.306
RRRPX American Funds Retirement Inc-Mod R5 11.94 1414.054 12.19 10.593
LKBAX LKCM Balanced 26.83 113.799 27.47 23.258
PABYX Putnam Dynamic AssetAlloc Balanced-Y 15.86 1945.356 16.36 13.419
AABPX AmerBeacon Balanced-Inv 12.08 112.251 12.407 10.354
PDCZX PGIM Income Builder-Z 9.43 233.505 9.62 8.285
RURPX American Funds Retirement Inc-Mod R6 11.93 1414.063 12.17 10.571
RLBCX American Funds American Balanced-R3 32.91 220250.832 33.64 28.185
WGBAX Allspring Spectrum Moderate Growth-A 11.55 451.502 11.95 10.235
EAIFX Allspring Asset Allocation-Adm 14.58 1478.908 15.12 12.56
MBNAX MainStay Balanced-A 29.82 450.446 30.55 26.799
FTMRX Franklin Moderate Allocation-R 14.66 1652.592 15.17 12.694
RLBGX American Funds American Balanced-R6 33.13 218266.41 33.86 28.286
BAGPX BlackRock 60/40 Target Allocation-InvA 14.61 1542.042 15.12 12.727
HEIIX Hennessy Equity & Income-Inst 13.55 66.3 13.93 11.969
AZNAX Virtus Income & Growth-A 10.81 4928.139 11.018 9.278
CMMVX Catholic RespInv Magnus 60/40 Beta-Inv 9.95 462.721 10.19 8.592
IMGRX Transamerica AsstAllc Moderate Growth-R 12.55 1441.568 12.91 10.557
CMPVX Catholic RespInv Magnus 60/40 Alpha Inv 9.89 1231.582 10.13 8.526
OIBFX JPMorgan Investor Balanced-I 15.38 5284.922 15.74 13.432
WEBAX TETON Westwood Balanced-AAA 10.12 37.58 10.36 8.782
MACPX BlackRock Sustain Balanced-Inst 25.43 1554.943 26.12 21.859
FAAFX Fairholme Allocation\Disc 9.5 41.116 9.52 7.17
VGSTX Vanguard STAR-Inv 27.14 23615.599 28.09 23.393
STFBX State Farm Balanced 87.43 2322.683 89.87 75.748
VSMGX Vanguard LifeStrategy Moderate Grwth-Inv 30.84 20973.852 31.78 26.999
AOMIX American Century One Choice Mod-Inv 14.51 1769.698 14.89 12.554
VLAIX Value Line Asset Allocation-Inst 41.06 930.169 42.7 35.146
MBAIX MainStay Balanced-I 29.93 450.429 30.66 26.866
VLIIX Value Line Capital Appreciation-Inst 11.02 437.438 11.6 8.674
JILBX JHancock Multimanager Lifestyle Bal-1 12.74 7714.898 13.05 10.977
AADBX AmerBeacon Balanced-R5 14.84 112.271 15.249 12.708
HDOGX Hennessy Total Return-Inv 13 49.384 13.35 11.537
SWBGX Schwab MarketTrack Balanced 18.9 564.605 19.53 16.56
VLSMX VALIC Company I Moderate Grwth Lifestyle 13.25 1011.506 13.64 11.422
CLHRX Columbia Capital Alloc Mod Aggress-Inst2 11.25 1643.783 11.75 9.843
GPMIX GuidePath Multi-Asset Inc Allocaton-Ser 10.52 102.021 10.76 9.321
BALFX American Funds American Balanced-F1 33.08 218202.639 33.82 28.298
PAXWX Impax Sustainable Allocation-Inv 25.35 2380.712 26.08 21.846
RNCOX RiverNorth Core Opportunity-R 7.25 45.839 7.46 6.192
FOBAX Tributary Balanced-Inst 19.05 80.695 19.51 16.49
LABPX Lord Abbett Multi-Asset Balanced Opprt-P 11.32 1930.162 11.63 9.645
MAMFX MFS Moderate Allocation-R1 18.27 6777.64 18.76 16.006
BDHAX BlackRock Dynamic High Income-InvA 8.42 1095.45 8.62 7.381
TCSHX Transamerica Multi-Asset Income-C 13.33 662.806 13.554 11.773
CPAMX Columbia Capital Alloc Mod-Inst2 9.71 1056.652 10.1 8.641
ICMBX Intrepid Capital-Inv 11.52 45.106 11.82 9.815
VLAAX Value Line Asset Allocation-Inv 40.95 930.179 42.6 35.137
ASMRX American Century Strtgc Alloc:Mod-R 6.15 730.405 6.32 5.348
JFBUX JPMorgan Investor Growth & Income-R6 18.11 4433.256 18.57 15.375
CONWX Concorde Wealth Management Fund 18.08 38.257 18.33 16.328
ABPYX AB Sustainable Thematic Balanced-Adv 11.7 99.144 12.18 10.361
IBPIX Voya Balanced-I 15.18 303.114 15.6 13.07
DDIIX Delaware Wealth Builder-Inst 14.29 880.453 14.81 12.399
JDVSX JPMorgan Diversified-I 15.03 442.174 15.503 12.831
TASHX Transamerica Multi-Asset Income-A 13.38 662.291 13.596 11.772
MSFHX MFS Total Return-R3 19.28 7702.688 19.86 16.87
ACBYX AmerBeacon Balanced-Y 15 112.259 15.402 12.844
WGAFX Allspring Spectrum Growth-A 11.98 208.127 12.43 10.438
TSMPX TIAA-CREF Lifestyle Moderate-Prem 14.13 556 14.48 12.153
MBAYX MassMutual Balanced-Ser 12.42 100.336 12.91 10.831
RLBAX American Funds American Balanced-R1 32.8 218151.155 33.55 28.155
RBAEX American Funds Moderate Grwth & Inc-R4 17.23 13449.669 17.64 14.811
PWTYX UBS US Allocation-P 49.23 219.025 50.87 41.988
RCRPX American Funds Retirement Inc-Enhcd R1 12.9 1636.468 13.17 11.225
WMBLX WesMark Balanced 13.33 97.832 13.709 11.839
OAKBX Oakmark Equity & Income-Inv 34.33 6724.389 35.24 29.003
VBAIX Vanguard Balanced IxFd-I 45.37 55123.188 46.69 38.892
RBAAX American Funds Moderate Grwth & Inc-R1 17.15 13450.179 17.56 14.793
IBNYX Delaware Ivy Balanced-Y 21.25 1506.903 22.02 17.992
JANBX Janus Henderson Balanced-D 43.58 25155.074 45.14 37.457
BLUPX Blueprint Adaptive Grwth Allocation\Disc 12.05 128.296 12.22 11.15
OSTVX Osterweis Growth & Income 16.79 171.765 17.17 14.411
WWWEX Kinetics Global No Load 11.63 23.431 12.2 7.738
RVRPX American Funds Retirement Inc-Enhcd R6 12.95 1637.683 13.21 11.203
FSANX Fidelity Asset Manager 60 14.95 4232.509 15.3 12.931
THPBX BNY Mellon Balancd Opportunity-J 22.93 279.62 23.48 19.681
TBLIX Transamerica Multi-Managed Balanced-I 33.11 1214.144 33.99 28.297
NCBGX New Covenant Balanced Growth 116.97 343.641 120.143 101.027
MARRX MFS Moderate Allocation-R2 18.74 6776.89 19.24 16.378
GDMYX GuideStone Defensive Markets Strats-Inst 11.77 1410.199 12.06 10.547
FPUKX Fidelity Puritan-K 24.71 30527.968 25.351 20.208
RPBAX TRPrice Balanced-Inv 26.06 4511.351 26.63 22.201
FCISX Franklin Income-C 2.34 72856.131 2.38 2.105
APWKX AB Sustainable Thematic Balanced-K 11.82 99.137 12.31 10.332
USCRX USAA Cornerstone Moderately Aggressive 26.42 2661.709 27.08 23.072
MBAPX Praxis Genesis Balanced-A 14.95 91.282 15.38 12.981
QIBGX Federated Hermes MDT Balanced-Inst 21.11 218.288 21.75 17.647
PUDAX PGIM Real Assets-A 9.14 89.79 9.31 8.343
TPDIX Timothy Plan Defensive Strategies-I 13.57 74.904 13.81 12.415
FFIMX Fidelity Adv Asset Manager 50-I 19.81 9778.255 20.241 17.409
ETAMX Eventide Multi-Asset Income-A 13.45 363.75 13.92 11.787
MRSSX MassMutual 60/40 Allocation-R5 8.5 161.825 8.79 7.428
CFIAX Columbia Flexible Capital Income-A 13.03 1206.797 13.41 11.517
NBGPX Columbia Capital Alloc Mod Aggress-Inst 11.29 1674.578 11.57 9.685
ABGNX American Century Balanced-R5 18.41 900.834 18.98 15.795
ABINX American Century Balanced-I 18.42 900.832 18.99 15.795
DGSIX DFA Global Allocation 60/40-I 20.79 3761.098 21.17 18.116
JABRX Janus Henderson Balanced-S 43.42 25154.725 44.982 37.385
FITUX Delaware Total Return-Inst\Disc 13.73 2.397 14.64 13.24
BLPFX American Funds Moderate Grwth & Inc-F1 17.24 13457.475 17.64 14.813
JSLBX JHancock Multimanager Lifestyle Bal-R4 12.83 7714.551 13.15 11.067
ITRAX VY TRPrice Capital Appreciation-A 24.95 8200.292 25.4 21.672
PPLSX DWS Multi-Asset Moderate Allocation-S 9.4 20.974 9.69 8.166
LOGOX Scharf Multi-Asset Opportunity-Inst 34.92 48.185 35.8 30.616
RBACX American Funds Moderate Grwth & Inc-R3 17.18 13449.982 17.58 14.783
TCVCX Timothy Plan Conservative Growth-C 8.68 37.265 8.87 7.939
SWOBX Schwab Balanced 15.79 638.641 16.36 13.731
ABWRX AB All Market Total Return-R 14.16 440.148 14.55 12.474
DBORX BNY Mellon Balanced Opportunity-I 22.77 279.636 23.31 19.541
JABLX Janus Henderson VIT Balanced-Inst 46.82 8809.885 48.49 39.851
RLRPX American Funds Retirement Inc-Enhcd R3 12.87 1636.498 13.14 11.173
FASMX Fidelity Asset Manager 50 19.86 9783.076 20.289 17.447
TPDCX Timothy Plan Defensive Strategies-C 12.75 74.901 12.99 11.733
SRWAX SEI Market Growth Strategy SAAT-F 11.85 112.093 12.189 10.488
RBRPX American Funds Retirement Inc-Mod R1 11.84 1414.158 12.09 10.55
ITCSX VY TRPrice Capital Appreciation-S 26.93 8202.286 27.41 23.319
CBARX Calvert Balanced-R6 41.95 1231.568 42.985 35.558
RERPX American Funds Retirement Inc-Mod R2 11.85 1412.947 12.11 10.554
NBARX American Funds Retirement Inc-Mod A 11.89 1414.102 12.14 10.556
PAADX Putnam Dynamic AssetAlloc Balanced-R5 15.94 1945.381 16.45 13.491
IBARX Delaware Ivy Balanced-R6 21.32 1506.906 22.09 18.022
FBALX Fidelity Balanced 28.04 46172.068 28.74 23.622
HCMEX HCM Income Plus-A 15.99 671.794 16.58 12.63
RBAFX American Funds Moderate Grwth & Inc-R5 17.28 13457.198 17.68 14.831
VTAIX Virtus Tactical Allocation-I 10.71 633.515 11.26 8.932
VBINX Vanguard BalancexFd-Inv 45.36 55123.287 46.69 38.915
MBLDX MassMutual Balanced-R5 11.5 100.41 11.95 10.017
MTRCX MFS Total Return-C 19.45 7702.084 20.05 17.075
RLBBX American Funds American Balanced-R2 32.84 218215.89 33.59 28.195
TGCIX Timothy Plan Growth & Income-C 9.88 17.984 10.17 9.158
MMRIX MainStay Moderate Allocation-I 13.57 783.526 13.92 11.789
JIBOX JHancock Lifestyle Blend Balance 1 10.87 1220.516 11.18 9.438
RKRPX American Funds Retirement Inc-Mod R3 11.87 1412.922 12.12 10.553
CMMSX Catholic RespInv Magnus 60/40 Beta Inst 9.95 462.721 10.19 8.589
RXRPX American Funds Retirement Inc-Enhcd R5 12.95 1637.683 13.22 11.215
RBABX American Funds Moderate Grwth & Inc-R2 17.1 13450.501 17.51 14.752
WGBIX Allspring Spectrum Moderate Growth-Inst 11.56 451.114 11.97 10.241
CMPSX Catholic RespInv Magnus 60/40 Alpha Inst 9.89 1230.326 10.13 8.524
PSAJX Principal SAM Balanced-J 14.95 4412.477 15.4 12.831
OYMIX Invesco Select Risk Moderate Inv-Y 10.91 1793.331 11.24 9.518
OCMIX Invesco Select Risk Moderate Inv-C 10.5 1792.067 10.83 9.213
PACLX TRPrice Capital Appreciation-Adv 34.47 59355.619 35.09 29.885
OGBCX JPMorgan Investor Balanced-C 15 5281.995 15.37 13.152
FSAAX Fidelity Adv Asset Manager 60-A 14.87 4235.526 15.21 12.879
VCAAX VALIC Company I Asset Allocation 11 144.777 11.31 9.389
FAIGX Fidelity Adv Balanced-M 27.89 8326.782 28.599 23.614
HADAX Hartford Balanced HLS-IA 29.48 1671.616 30.2 25.338
MMDAX Madison Moderate Allocation-A 10.62 96.062 10.84 9.427
MMRAX MainStay Moderate Allocation-A 13.46 783.551 13.8 11.708
TCGAX Timothy Plan Conservative Growth-A 10.01 37.268 10.23 9.135
FABCX Fidelity Adv Balanced-C 27.13 8325.03 27.821 23.063
ASAMX American Century Strtgc Alloc:Mod-I 6.25 730.325 6.41 5.409
CMAAX Calvert Moderate Allocation-A 20.73 395.663 21.28 17.819
EVMLX E-Valuator Moderate 50-70 RMS-S 10.17 151.267 10.44 8.93
IBLLX Transamerica Multi-Managed Balanced-C 32.09 1213.952 32.96 27.557
MPBLX BNY Mellon Asset Allocation-M 12.87 433.948 13.23 11.041
TBLRX Transamerica Balanced II-R 12.13 107.911 12.46 10.397
IBALX Transamerica Multi-Managed Balanced-A 32.92 1214.547 33.79 28.156
IMLAX Transamerica AsstAllc Moderate Growth-A 12.54 1441.573 12.9 10.553
ISFYX Lord Abbett Multi-Asset Income-I 15.21 801.156 15.562 13.525
IMOAX Transamerica AsstAllc Moderate-A 11.24 869.985 11.56 9.802
DOXBX Dodge & Cox Balanced-X 102.38 14604.507 104.14 88.406
VDAFX VALIC Company I Dynamic Allocation 9.64 142.396 9.96 8.241
BALCX American Funds American Balanced-C 32.84 218215.89 33.59 28.194
PAAEX Putnam Dynamic AssetAlloc Balanced-R6 15.85 1944.129 16.36 13.415
JHLAX JHancock Multimanager Lifestyle Bal-5 12.75 7714.859 13.06 10.984
IIMDX Voya Strategic Allocation Moderate-I 12.51 124.9 12.93 10.86
ISFAX Lord Abbett Multi-Asset Income-A 15.31 801.143 15.67 13.632
MTRBX MFS Total Return-B 19.32 7702.555 19.91 16.965
PABAX Putnam Dynamic AssetAlloc Balanced-A 15.81 1945.357 16.31 13.395
AZNCX Virtus Income & Growth-C 9.43 4921.593 9.623 8.149
WFALX Allspring Index Asset Allocation-C 22.29 1275.556 23.18 19.286
TMAIX Thrivent Moderate Allocation-S 15.3 3583.337 15.73 13.099
PGPCX George Putnam Balanced-C 23.44 1864.078 24.26 19.969
AIGPX Virtus Income & Growth-P 11.24 4928.481 11.456 9.62
SVBAX JHancock Balanced-A 27.53 5057.894 28.05 23.125
RAGIX RiverFront Asset Allocation Gr & Inc-A 13.21 78.352 13.51 11.394
FTMTX Franklin Moderate Allocation-C 14.08 1652.415 14.581 12.233
AMBFX American Funds American Balanced-F2 33.09 218268.59 33.82 28.27
EIIFX Eaton Vance Balanced-I 10.92 905.433 11.25 9.04
JDVZX JPMorgan Diversified-R6 14.98 442.177 15.448 12.783
AYBLX Pioneer Balanced ESG-Y 10.72 420.11 11.02 9.151
EVIFX Eaton Vance Balanced-A 10.91 904.604 11.24 9.052
CFCRX Columbia Flexible Capital Income-Adv 13.17 1206.708 13.56 11.623
PAXIX Impax Sustainable Allocation-Inst 25.93 2380.333 26.68 22.316
MMABX MFS Moderate Allocation-B 19.02 6776.465 19.53 16.666
WFATX Allspring Index Asset Allocation-Inst 38.4 1276.055 39.89 33.05
THMAX Thrivent Moderate Allocation-A 15.25 3583.384 15.68 13.074
JABCX Janus Henderson Balanced-C 42.84 25147.637 44.4 36.99
OGIAX JPMorgan Investor Balanced-A 15.33 5285.002 15.7 13.408
PUDZX PGIM Real Assets-Z 9.17 89.788 9.34 8.35
PGEOX George Putnam Balanced-A 23.75 1864.933 24.57 20.08
MRSLX MassMutual 60/40 Allocation-Adm 8.56 161.823 8.86 7.485
LMRNX 1919 Socially Responsive Balanced-I 28.83 795.515 29.35 23.723
WFGBX Allspring Growth Balanced-A\Disc 46.82 189.176 46.82 40.139
CFIZX Columbia Flexible Capital Income-Inst 13.02 1206.804 13.4 11.493
QABGX Federated Hermes MDT Balanced-A 21.04 218.292 21.68 17.617
LIXTX Lord Abbett Multi-Asset Income-R5 15.22 801.155 15.572 13.535
TSGAX Timothy Plan Strategic Growth-A 9.37 32.614 9.6 8.364
ECIFX Eaton Vance Balanced-C 10.97 904.608 11.31 9.164
SIBLX Touchstone Balanced-Y 25.32 886.704 26.07 22.14
CLAIX Calvert Moderate Allocation-I 20.76 395.85 21.3 17.818
FKIQX Franklin Income-A 2.29 72869.86 2.329 2.051
FBLAX Franklin Managed Income-A 12.19 3533.332 12.461 10.954
EVFTX E-Valuator Conservative/Moderate 30-50 R 10.13 28.71 10.36 9.193
ABUAX Columbia Capital Alloc Mod-A 10.06 1072.889 10.31 8.822
BLPAX American Funds Moderate Grwth & Inc-A 17.23 13457.543 17.63 14.809
ABWAX AB All Market Total Return-A 14.36 440.121 14.75 12.649
ABPAX AB Sustainable Thematic Balanced-A 11.6 99.151 12.08 10.279
AZNIX Virtus Income & Growth-I 11.4 4928.607 11.626 9.762
DBOAX BNY Mellon Balancd Opportunity-A 22.92 279.619 23.47 19.691
JBAWX JHancock Balanced-R6 27.55 5059.723 28.06 23.043
BCGPX BlackRock 60/40 Target Allocation-InvC 14.26 1541.905 14.76 12.464
NVGBX Allspring Growth Balanced-Adm\Disc 39.43 189.176 39.43 33.788
TSHIX Transamerica Multi-Asset High Income-I 13.39 662.786 13.593 11.766
TGIAX Timothy Plan Growth & Income-A 10.32 17.98 10.61 9.53
CLBAX American Funds American Balanced-529A 33.04 218205.087 33.78 28.265
MCCPX BlackRock Sustain Balanced-InvC 20.6 1554.513 21.18 17.803
EAAFX Allspring Asset Allocation-A 14.07 1478.757 14.6 12.14
FPPAX MFS Prudent Investor-A 11.46 34.874 11.66 10.347
SSIAX 1919 Socially Responsive Balanced-A 28.79 795.249 29.32 23.726
ONECX JPMorgan Investor Growth & Income-C 17.77 4431.216 18.24 15.16
FZAAX Fidelity Adv Balanced-Z 28.19 8329.243 28.879 23.722
MBLAX Madison Diversified Income-A 12.64 140.283 12.94 11.676
ASMDX American Century Strtgc Alloc:Mod-R6 6.23 736.523 6.4 5.395
HCMLX HCM Income Plus-I 16.04 671.794 16.63 12.638
IMDRX Transamerica AsstAllc Moderate-R 11.21 870.773 11.53 9.774
SCORX Sextant Core 16.06 24.811 16.29 14.102
CBLAX Columbia Balanced-A 50.01 8879.275 51.08 42.193
PSBIX Principal SAM Balanced-Inst 15.35 4415.197 15.81 13.163
CMALX Crawford Multi-Asset Income 24.6 119.361 25.06 21.982
NBIAX Columbia Capital Alloc Mod Aggress-A 11.33 1676.047 11.61 9.737
IBNAX Delaware Ivy Balanced-A 21.25 1506.903 22.02 17.992
IMLLX Transamerica AsstAllc Moderate Growth-C 12.82 1441.378 13.19 10.831
IMOLX Transamerica AsstAllc Moderate-C 11.46 870.687 11.79 10.034
MNBIX Manning & Napier Pro-Blend ExtendTerm-I 18.58 548.322 19.13 16.63
DDIAX Delaware Wealth Builder-A 14.29 880.453 14.803 12.406
CGBRX Columbia Capital Alloc Mod Aggress-Adv 11.49 1675.92 11.77 9.855
CBAIX Calvert Balanced-I 41.98 1231.563 43.011 35.599
RBLSX Russell Inv LifePoints Balanced Strat-S 10.28 663.679 10.637 8.964
PLUSX DWS Multi-Asset Moderate Allocation-A 9.41 20.952 9.71 8.197
RLIIX RiverFront Asset Allocation Gr & Inc-I 13.18 78.354 13.48 11.353
ABWYX AB All Market Total Return-Adv 14.56 444.175 14.95 12.808
JFQUX JPMorgan Investor Balanced-R6 15.36 5284.961 15.73 13.406
PSQGX Port Street Quality Growth-Inst 16.74 218.747 16.96 15.124
HBAAX Hartford Moderate Allocation-A 12.04 311.339 12.32 10.414
PRPHX Permanent Portfolio Permanent-C 52.87 2949.897 53.67 44.702
JCLBX JHancock Multimanager Lifestyle Bal-C 12.86 7714.444 13.18 11.143
FRIAX Franklin Income-Adv 2.28 72872.675 2.309 2.039
ONGIX JPMorgan Investor Growth & Income-A 18.55 4435.082 19.02 15.781
BDHIX BlackRock Dynamic High Income-Inst 8.42 1095.45 8.62 7.362
WGBFX Allspring Spectrum Moderate Growth-C 11.83 451.158 12.25 10.521
VBIAX Vanguard Balanced IxFd-Admr 45.36 55123.287 46.69 38.884
WGCFX Allspring Spectrum Growth-C 12.28 207.975 12.75 10.743
RLGAX RiverFront Asset Allocation Gr & Inc-Inv 13.22 78.292 13.53 11.404
MSFRX MFS Total Return-A 19.26 7702.767 19.84 16.85
PGEBX George Putnam Balanced-B 23.39 1864.066 24.21 19.916
LABFX Lord Abbett Multi-Asset Balanced Opprt-A 11.4 1931.81 11.7 9.702
HBAIX Hartford Moderate Allocation-I 12.1 311.587 12.37 10.447
MAMJX MFS Moderate Allocation-R4 19.26 6779.655 19.75 16.787
LOWIX Ladenburg Growth & Income-I 13.83 159.284 14.38 12.007
CBDYX Columbia Balanced Inst3 50.53 8880.546 51.6 42.494
NAINX Virtus Tactical Allocation-A 10.74 633.531 11.29 8.972
OANBX Oakmark Equity & Income-Inst 34.3 6726.436 35.2 28.9
JDBAX Janus Henderson Balanced-A 43.43 25154.743 44.984 37.361
RBLAX Russell Inv LifePoints Balanced Strat-A 10.06 663.664 10.409 8.775
JDVAX JPMorgan Diversified-A 14.88 442.184 15.353 12.717
OAYBX Oakmark Equity & Income-Adv 34.3 6724.446 35.21 28.909
CBLCX Columbia Balanced-C 49.75 8877.738 50.84 42.276
QKBGX Federated Hermes MDT Balanced-R6 21.05 218.396 21.68 17.591
JALBX JHancock Multimanager Lifestyle Bal-A 12.87 7714.407 13.19 11.116
NBICX Columbia Capital Alloc Mod Aggress-C 11.36 1674.532 11.65 9.792
TPPAX TRPrice Spectrum Moderate Allocation-I 23.72 1984.825 24.16 20.5
MXCJX Empower SecureFoundation Balanced-Inst 7.63 832.914 7.89 6.684
SCBPX Principal SAM Balanced-C 15.29 4412.342 15.76 13.185
FSCNX Fidelity Adv Asset Manager 60-C 14.63 4233.132 14.98 12.722
TPDAX Timothy Plan Defensive Strategies-A 13.56 74.96 13.8 12.418
PWTAX UBS US Allocation-A 47.81 218.999 49.42 40.834
WEBCX TETON Westwood Balanced-A 10.21 37.539 10.46 8.87
LOWAX Ladenburg Growth & Income-A 13.76 159.283 14.31 11.96
FCFWX American Funds Retirement Inc-Enhcd F1 12.93 1637.701 13.19 11.213
WBBIX TETON Westwood Balanced-I 10.1 37.581 10.34 8.761
SBBAX Franklin Multi-Asset Conserv Growth-I 13.86 284.705 14.34 12.035
BLATX Lord Abbett Multi-Asset Balanced Opprt-R 11.43 1931.784 11.73 9.71
JABNX Janus Henderson Balanced-N 43.55 25155.002 45.102 37.403
RBAIX TRPrice Balanced-I 26.05 4513.11 26.61 22.178
FABLX Fidelity Adv Balanced-A 27.44 8327.574 28.132 23.183
SABPX Principal SAM Balanced-A 15.71 4412.185 16.18 13.493
RNCIX RiverNorth Core Opportunity-I 7.24 45.839 7.45 6.184
FKINX Franklin Income-A1 2.3 72866.988 2.339 2.06
CSIFX Calvert Balanced-A 40.96 1231.712 41.975 34.768
FSATX Fidelity Adv Asset Manager 60-M 14.78 4232.829 15.13 12.819
ALIBX ALPS/Smith Balanced Opportunity-Inv 12.21 25.182 12.527 10.375
FFAMX Fidelity Adv Asset Manager 50-A 19.76 9778.414 20.194 17.382
FFCMX Fidelity Adv Asset Manager 50-C 19.55 9774.022 19.992 17.269
ALPBX ALPS/Smith Balanced Opportunity-I 12.2 25.161 12.524 10.361
MXSBX Empower SecureFoundation Balanced-Inv 12.88 832.469 13.32 11.307
FFTMX Fidelity Adv Asset Manager 50-M 19.74 9778.466 20.176 17.393
ETCMX Eventide Multi-Asset Income-C 13.34 363.479 13.81 11.736
TSMLX TIAA-CREF Lifestyle Moderate-Inv 14.06 556.015 14.41 12.1
ETIMX Eventide Multi-Asset Income-I 13.42 363.479 13.89 11.743
ETNMX Eventide Multi-Asset Income-N 13.42 363.479 13.89 11.755
HBACX Hartford Moderate Allocation-C 12 311.346 12.29 10.422
MXITX Empower Moderate Profile-Inst 10.36 1621.34 10.63 9.053
MSFJX MFS Total Return-R4 19.29 7706.683 19.87 16.859
PABFX PGIM Balanced-Z 17.11 971.708 17.7 14.629
HCKCX Hartford Checks & Balances-C 9.52 1373.946 9.78 8.23
MXMPX Empower Moderate Profile-Inv 6.4 1621.709 6.57 5.601
PABBX Putnam Dynamic AssetAlloc Balanced-B 15.79 1944.112 16.31 13.43
RBAGX American Funds Moderate Grwth & Inc-R6 17.28 13457.198 17.67 14.828
WBCCX TETON Westwood Balanced-C 10.36 37.57 10.61 9.024
ACOAX American Century Strtgc Alloc:Mod-A 6.21 729.172 6.38 5.391
MTRIX MFS Total Return-I 19.26 7706.793 19.83 16.829
VWENX Vanguard Wellington-Admr 73.51 112809.184 74.95 63.452
CLBFX American Funds American Balanced-529F 33.01 218273.332 33.74 28.212
MDCPX BlackRock Sustain Balanced-InvA 25.27 1554.931 25.97 21.75
FBFRX Franklin Managed Income-R6 12.23 3536.182 12.498 10.966
WFGWX Allspring Growth Balanced-C\Disc 38.33 189.176 38.33 32.94
HCMKX HCM Income Plus-Inv 15.54 671.807 16.12 12.365
POCAX Aristotle Portfolio Optim Mod-A 10.85 719.415 11.19 9.52
MMACX MFS Moderate Allocation-C 18.82 6780.394 19.32 16.48
NTAIX Navigator Tactical US Allocation-I 10.46 59.979 10.78 8.498
EAAIX Allspring Asset Allocation-Inst 14.15 1478.774 14.68 12.18
MMRCX MainStay Moderate Allocation-C 13.24 783.006 13.59 11.57
IRMGX Voya Retirement Moderate Growth-A 10.6 1228.964 10.95 9.26
LOWCX Ladenburg Growth & Income-C 13.29 159.275 13.83 11.601
FHFWX American Funds Retirement Inc-Mod F2 11.92 1414.07 12.16 10.565
FNCFX Franklin Income-R6 2.29 72869.86 2.329 2.048
SBACX Touchstone Balanced-C 25.59 886.369 26.371 22.48
AOBLX Pioneer Balanced ESG-A 10.63 420.134 10.93 9.094
CMACX Calvert Moderate Allocation-C 19.34 395.733 19.86 16.68
ITRIX VY TRPrice Capital Appreciation-I 26.95 8202.233 27.43 23.291
FBFZX Franklin Managed Income-Adv 12.22 3533.291 12.498 10.97
TRAIX TRPrice Capital Appreciation-I 35.04 59366.171 35.66 30.256
TIGIX Timothy Plan Growth & Income-I 10.4 17.979 10.7 9.598
TIMIX TIAA-CREF Managed Allocation-Inst 11.98 869.264 12.27 10.293
IRACX CIM Real Assets & Credit-I 23.92 291.623 24.083 23.216
PCBCX Pioneer Balanced ESG-C 10.51 420.166 10.81 9.023
EVFMX E-Valuator Moderate 50-70 RMS-R4 10.15 151.117 10.43 8.938
CSGCX Calvert Balanced-C 39.28 1231.023 40.288 33.479
MAMAX MFS Moderate Allocation-A 19.28 6779.619 19.78 16.828
JTBIX JHancock Multimanager Lifestyle Bal-I 12.75 7714.859 13.06 10.99
FMTIX Franklin Moderate Allocation-A 14.7 1652.603 15.21 12.719
CBDRX Columbia Balanced-Adv 50.51 8880.516 51.59 42.51
GCBUX Green Century Balanced-Inst 34.47 382.586 35.16 29.664
CBLRX Columbia Balanced-R 50.02 8879.25 51.1 42.306
CBPRX Pioneer Balanced ESG-R 10.64 420.131 10.95 9.125
BLPEX American Funds Moderate Grwth & Inc-F2 17.26 13457.329 17.66 14.815
MSFKX MFS Total Return-R6 19.26 7702.767 19.84 16.823
PCBKX Pioneer Balanced ESG-K 10.6 420.142 10.9 9.05
SEBLX Touchstone Balanced-A 25.56 886.712 26.322 22.376
GMDIX Nationwide Investor Destn Moderate-R6 9.2 679.357 9.52 8.04
WFAIX Allspring Index Asset Allocation-Adm 38.45 1276.059 39.95 33.125
SFAAX Allspring Index Asset Allocation-A 38.45 1276.059 39.95 33.139
SVBCX JHancock Balanced-C 27.49 5056.098 28.02 23.204
TSMTX TIAA-CREF Lifestyle Moderate-Ret 14.07 556.014 14.42 12.109
AWIIX CIBC Atlas Income Opportunities-Inst 15.1 662.528 15.44 13.304
ABALX American Funds American Balanced-A 33.12 218267.086 33.85 28.32
CLREX Columbia Balanced-Inst2 49.92 8879.37 50.98 42.003
FISRX Franklin Income-R 2.24 72884 2.28 2.014
FITRX Delaware Total Return-A\Disc 13.66 2.397 14.57 13.18
MMAIX MFS Moderate Allocation-I 19.63 6779.044 20.14 17.107
IYBIX Delaware Ivy Balanced-I 21.27 1507.611 22.03 17.98
CBMZX Columbia Capital Alloc Mod-Inst 10.04 1072.894 10.28 8.801
DBALX Davenport Balanced Income 12.6 223.184 12.89 11.177
HEIFX Hennessy Equity & Income-Inv 14.44 66.273 14.86 12.783
NADMX Nationwide Investor Destn Moderate-A 9.28 680.095 9.6 8.123
HCKAX Hartford Checks & Balances-A 9.59 1373.835 9.85 8.258
PIBAX PGIM Balanced-A 16.94 971.102 17.54 14.504
FGFWX American Funds Retirement Inc-Enhcd F2 12.94 1637.686 13.2 11.208
RLEFX American Funds American Balanced-R5E 33.08 218202.639 33.82 28.267
AFMBX American Funds American Balanced-F3 33.1 218268.01 33.83 28.266
ABLSX AmericanBeacon Balanced Adv 13.42 112.223 13.785 11.508
MMRDX MainStay Moderate Allocation Inv 13.49 783.544 13.84 11.75
TSMHX TIAA-CREF Lifestyle Moderate-Adv 14.09 556.008 14.43 12.11
MBINX MainStay Balanced Inv 29.82 450.446 30.56 26.834
CAMRX Calvert Moderate Allocation-R6 20.75 395.852 21.29 17.803
PAPIX Princeton Adaptive Premium-I 10.26 2.297 10.26 9.648
SRSNX Sierra Tactical Risk Spectrum 70-Inv 26.65 33.897 27.51 24.079
SRSJX Sierra Tactical Risk Spectrum 70-Inst 26.7 33.897 27.56 24.046
EVERX Bow River Capital Evergreen-I 44.57 494.607 44.57 40.17
HFLEX First Trust Hedged Strategies-I 10.58 48.147 10.67 9.725
KADIX Kensington Active Advantage Ins 9.78 10.987 10.056 8.833
ICMVX Intrepid Capital Institutional 11.57 45.065 11.88 9.849
ABWIX AB All Market Total Return I 14.85 440.359 15.25 12.613
TIICX Timothy Plan Conservative Growth I\Disc 10.42 40.973 10.42 10.42
ISGJX Voya Solution Balanced Port I 8.93 52.478 9.23 7.77
FORTX Abraham Fortress I 10.29 66.288 10.36 8.948
SMICX Saratoga Moderately Cnsrv Bal Allc I 10.45 0.808 10.79 9.209
POMDX Aristotle Portfolio Optim Mod-I2 10.99 719.423 11.33 9.634
SAMIX Saratoga Moderately Agrsv Bal Allc I 11.26 1.052 11.65 9.763
TSUMX Thornburg Summit I 12.51 98.56 12.7 10.94
TSIMX TIAA-CREF Lifestyle Moderate Instl 14.09 556.008 14.44 12.114
APWIX AB Sustainable Thematic Balanced-I 11.86 99.218 12.34 10.495
ABLOX Alger Balanced-I2 19.89 57.889 20.12 16.749
HFIGX Hartford Schroders Diversified Growth-I 10.89 56.475 11.15 9.491
NWWJX Nationwide Inv Dest Mod Instl Svc 9.19 680.095 9.51 8.032
FOBPX Tributary Balanced-Inst Plus 18.73 80.701 19.18 16.189
BREVX Bow River Capital Evergreen II\Disc 44.31 494.5 44.31 40.04
HDGAX First Trust Hedged Strategies-A 10.55 48.102 10.65 9.736
ARACX CIM Real Assets & Credit A 23.69 291.631 23.885 23.021
RACRX CIM Real Assets & Credit C 22.99 291.281 23.268 22.409
LRACX CIM Real Assets & Credit L 23.43 291.394 23.659 22.8
AOGFX AOG-Inst 15.79 65.492 15.79 14.942