Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

Moderate Allocation Funds

  

Invesco Equity and Income R5 fundAmerican Funds American Balanced F2 fundAmerican Funds American Balanced F1 fund
Bruce fundColumbia Balanced Z fundColumbia Balanced R4 fund
Columbia Balanced Y fundColumbia Balanced R fundAmerican Funds American Balanced 529F fund
Columbia Balanced R5 fundColumbia Balanced K fundDisciplined Growth Investors fund
Eaton Vance Balanced I fundFidelity Advisor Balanced I fundFidelity Balanced K fund
Fidelity Balanced fundTributary Balanced Instl fundFPA Crescent fund
Fidelity Puritan K fundFidelity Puritan fundFidelity Advisor Balanced Z fund
Hotchkis & Wiley Capital Income I fundVY T. Rowe Price Capital Appreciation S fundVY T. Rowe Price Capital Appreciation S2 fund
VY T. Rowe Price Capital Appreciation A fundVY T. Rowe Price Capital Appreciation I fundHartford Balanced R5 fund
VY Invesco Equity and Income I fundJanus Balanced T fundJanus Aspen Balanced Instl fund
Janus Balanced D fundMairs & Power Balanced Inv fundAMG Chicago Equity Partners Bal Inv fund
AMG Chicago Equity Partners Bal Svc fundAMG Chicago Equity Partners Bal Instl fundOsterweis Strategic Investment fund
Putnam Dynamic Asset Allocation Bal R5 fundPutnam Dynamic Asset Allocation Bal R6 fundPutnam Dynamic Asset Allocation Bal Y fund
T. Rowe Price Capital Appreciation Adv fundT. Rowe Price Capital Appreciation fundAmerican Funds American Balanced R4 fund
American Funds American Balanced R5 fundAmerican Funds American Balanced R6 fundJHancock Balanced I fund
Transamerica Multi-Mgd Balanced I fundVanguard Wellington Inv fundVanguard Wellington Admiral fund
Putnam Dynamic Asset Allocation Bal C fundAmerican Beacon Balanced AMR fundAmerican Beacon Balanced Inv fund
American Beacon Balanced Instl fundAmerican Funds American Balanced A fundAmerican Beacon Balanced C fund
American Century Balanced Instl fundAmerican Beacon Balanced Adv fundAmerican Beacon Balanced Y fund
Invesco Equity and Income C fundInvesco Equity and Income R fundInvesco Equity and Income Y fund
American Funds Income Fund of Amer F2 fundAmerican Century One Choice Mod Inv fundArcher Balanced fund
American Century Strat Allc: Mod Instl fundAmerican Century Strat Allc: Mod R6 fundPioneer Classic Balanced Y fund
AllianzGI Income & Growth Institutional fundAmerican Funds American Balanced C fundBlackRock 40/60 Target Allocation Instl fund
American Funds Balanced Portfolio F2 fundAmerican Funds Balanced Portfolio F1 fundBlackRock 40/60 Target Allocation R fund
Buffalo Flexible Income fundColumbia Capital Allocation Mod Agrsv K fundAmerican Funds Balanced Portfolio 529E fund
American Funds Balanced Portfolio 529F1 fundCalvert Balanced I fundCalvert Balanced Y fund
Columbia Balanced A fundColumbia Balanced B fundColumbia Balanced C fund
Pioneer Classic Balanced R fundColumbia Capital Allocation Moderate K fundColumbia Capital Allocation Mod Agrsv R4 fund
American Funds Income Fund of Amer 529F1 fundAmerican Funds American Balanced 529C fundAmerican Funds American Balanced 529E fund
Columbia Capital Allocation Mod Agrsv R5 fundRidgeWorth Moderate Allocation Strat I fundColumbia Capital Allocation Moderate R4 fund
Columbia Capital Allocation Moderate Y fundColumbia Capital Allocation Mod Agrsv Y fundDreyfus Balanced Opportunity I fund
Dreyfus Balanced Opportunity Z fundDelaware Dividend Income R fundDelaware Dividend Income Instl fund
Transamerica Partners Instl Balanced fundDodge & Cox Balanced fundTransamerica Partners Balanced fund
Eaton Vance Balanced C fundEaton Vance Balanced B fundEaton Vance Balanced A fund
Fidelity Advisor Asset Manager 70% I fundFidelity Advisor Balanced C fundFidelity Asset Manager 70% fund
Fidelity Advisor Income Repl 2042 I fundFirst Investors Total Return Adv fundFirst Investors Total Return Instl fund
Fidelity Income Replacement 2042 fundTributary Balanced Instl Plus fundGuideStone Funds Defensv Mkt Strats Inst fund
GuideStone Funds Defensv Mkt Strats Inv fundHartford Balanced HLS IA fundHartford Balanced HLS IB fund
Hartford Checks and Balances C fundHartford Checks and Balances I fundHartford Checks and Balances R3 fund
Hartford Checks and Balances R4 fundHartford Checks and Balances R5 fundHennessy Equity and Income Investor fund
Hennessy Equity and Income Institutional fundTransamerica Multi-Mgd Balanced B fundTransamerica Multi-Mgd Balanced A fund
Thrivent Balanced Income Plus I fundTransamerica Multi-Mgd Balanced C fundIntrepid Capital fund
Invesco Equity and Income R6 fundAmerican Funds Income Fund of Amer F1 fundHartford Balanced Y fund
Hartford Balanced I fundHartford Balanced R3 fundHartford Balanced R4 fund
VY Invesco Equity and Income A fundVY Invesco Equity and Income S fundVY Invesco Equity and Income S2 fund
Janus Balanced N fundJanus Balanced I fundJHancock Balanced R2 fund
JHancock Balanced R5 fundJHancock Balanced R6 fundJPMorgan Diversified Sel fund
JPMorgan Diversified Instl fundPerkins Value Plus Income I fundQS Legg Mason Moderate Growth I fund
1919 Socially Responsive Balanced I fundBlackRock Balanced Capital Instl fundMFS Moderate Allocation R4 fund
MainStay Balanced I fundMassMutual Premier Balanced Svc fundMassMutual Premier Balanced I fund
MainStay Balanced R2 fundMainStay Balanced R3 fundMassMutual Premier Balanced R5 fund
MainStay Balanced R1 fundMFS Moderate Allocation I fundMainStay Moderate Allocation I fund
ASTON/Montag & Caldwell Balanced N fundASTON/Montag & Caldwell Balanced I fundBlackRock Balanced Capital R fund
MFS Total Return R3 fundMFS Total Return R4 fundMFS Total Return R5 fund
MFS Total Return I fundGreat-West Moderate Profile II Instl fundGreat-West Moderate Profile II Init fund
Columbia Capital Allocation Mod Agrsv Z fundWells Fargo Advantage Growth Balanced Ad fundOakmark Equity & Income I fund
Oakmark Equity & Income II fundJPMorgan Investor Growth & Income Sel fundPutnam Dynamic Asset Allocation Bal R fund
Putnam Dynamic Asset Allocation Bal B fundPrudential Balanced Z fundPrudential Balanced R fund
Plumb Balanced fundPrincipal SAM Balanced Inst fundUBS US Allocation P fund
Federated MDT Balanced R fundAmerican Funds American Balanced R2E fundAmerican Funds Balanced Portfolio R4 fund
American Funds Balanced Portfolio R5 fundAmerican Funds Balanced Portfolio R6 fundAmerican Funds Balanced Portfolio R2E fund
State Farm Equity & Bond R3 fundState Farm Equity & Bond R2 fundAmerican Funds Income Fund of Amer R4 fund
American Funds Income Fund of Amer R5 fundAmerican Funds Income Fund of Amer R6 fundAmerican Funds American Balanced R1 fund
American Funds American Balanced R2 fundAmerican Funds American Balanced R3 fundT. Rowe Price Balanced fund
State Farm Equity & Bond Instl fundSit Balanced fundSentinel Balanced I fund
SEI Conservative Strategy Allc A (SAAT) fundSEI Defensive Strategy Allc A (SAAT) fundState Farm Balanced fund
JHancock Balanced A fundJHancock Balanced B fundJHancock Balanced C fund
Schwab Balanced fundTransamerica Multi-Managed Balanced R6 fundDreyfus Balanced Opportunity J fund
TIAA-CREF Managed Allc Inst fundT. Rowe Price Personal Strat Balanced fundTIAA-CREF Lifestyle Moderate Instl fund
TIAA-CREF Lifestyle Moderate Retail fundTIAA-CREF Lifestyle Moderate Premier fundTIAA-CREF Lifestyle Moderate Retirement fund
American Century Balanced Inv fundAmerican Century Strat Allc: Mod Inv fundValue Line Income & Growth fund
Vanguard Balanced Index I fundVictory Balanced I fundVanguard Balanced Index Adm fund
Vanguard Balanced Index Inv fundVALIC Company I Asset Allocation fundVanguard STAR Inv fund
Villere Balanced Inv fundValue Line Asset Allocation fundVALIC Company II Moderate Gr Lifestyle fund
Thrivent Balanced Income Plus A fundCavanal Hill Balanced C fundAmerican Beacon Balanced A fund
Invesco Equity and Income A fundInvesco Equity and Income B fundAmerican Century Strat Allc: Mod A fund
Advance Capital I Balanced Instl fundCavanal Hill Balanced I fundAllianzGI Income & Growth P fund
AllianzGI Income & Growth R fundAmerican Funds Income Fund of Amer A fundColumbia Capital Allocation Moderate C fund
Pioneer Classic Balanced A fundAmerican Century One Choice Mod R fundCavanal Hill Balanced Inv fund
MTB Strategic Allocation Instl I fundAmerican Century Strat Allc: Mod R fundAmerican Century Strat Allc: Mod B fund
American Century Strat Allc: Mod C fundColumbia Capital Allocation Moderate B fundAllianzGI Income & Growth C fund
AllianzGI Income & Growth D fundAmerican Funds American Balanced B fundBlackRock 40/60 Target Allocation Inv A fund
BlackRock 40/60 Target Allocation Inv C fundLord Abbett Multi-Asset Balanced Opp F fundLord Abbett Multi-Asset Balanced Opp R4 fund
Lord Abbett Multi-Asset Balanced Opp R5 fundLord Abbett Multi-Asset Balanced Opp R6 fundAmerican Funds Balanced Portfolio B fund
American Funds Balanced Portfolio C fundAmerican Funds Balanced Portfolio 529B fundCornerCap Balanced fund
Columbia Capital Allocation Moderate R fundColumbia Capital Allocation Moderate Z fundAmerican Funds Balanced Portfolio 529C fund
Columbia Flexible Capital Income R4 fundColumbia Flexible Capital Income I fundColumbia Flexible Capital Income W fund
Columbia Flexible Capital Income Z fundColumbia Flexible Capital Income R5 fundCalamos Growth & Income I fund
Calamos Growth & Income R fundAmerican Funds Income Fund of Amer 529A fundAmerican Funds Income Fund of Amer 529B fund
American Funds Income Fund of Amer 529C fundAmerican Funds Income Fund of Amer 529E fundAmerican Funds American Balanced 529A fund
American Funds American Balanced 529B fundColumbia Capital Allocation Mod Agrsv R fundCalvert Moderate Allocation A fund
Calvert Moderate Allocation C fundCalvert Balanced C fundCalvert Balanced A fund
Dreyfus Balanced Opportunity A fundDreyfus Balanced Opportunity C fundDelaware Dividend Income A fund
Delaware Dividend Income C fundDelaware Foundation Moderate Allc R fundDelaware Foundation Moderate Allc I fund
DFA Global Allocation 60/40 R2 fundDFA Global Allocation 60/40 I fundTransamerica Instl Asst Allc Itm/Lg Hrzn fund
Transamerica Asset Allc Interm/Long Hrzn fundMFS Total Return 529A fundMFS Moderate Allocation 529B fund
MFS Total Return 529B fundMFS Moderate Allocation 529C fundMFS Total Return 529C fund
Elfun Diversified fundFidelity Advisor Balanced A fundFidelity Advisor Balanced T fund
Fidelity Advisor Balanced B fundFidelity Advisor Income Repl 2042 A fundFidelity Asset Manager 50% fund
Fidelity Advisor Asset Manager 70% B fundFranklin Balanced Adv fundFranklin Balanced C fund
First Investors Total Return B fundFidelity Advisor Asset Manager 70% C fundFidelity Advisor Income Repl 2042 C fund
Fidelity Advisor Income Repl 2038 C fundFidelity Advisor Income Repl 2040 C fundFidelity Advisor Asset Manager 50% I fund
Fidelity Advisor Income Repl 2032 I fundFidelity Advisor Income Repl 2038 I fundFidelity Advisor Income Repl 2040 I fund
Fidelity Income Replacement 2030 fundFidelity Income Replacement 2032 fundFidelity Income Replacement 2034 fund
Fidelity Income Replacement 2036 fundFidelity Income Replacement 2038 fundFidelity Income Replacement 2040 fund
First Investors Total Return A fundFidelity Advisor Income Repl 2042 T fundFidelity Advisor Income Repl 2034 I fund
Fidelity Advisor Income Repl 2030 I fundFidelity Asset Manager 60% fundNuveen Strategy Growth Allocation I fund
Nuveen Strategy Balanced Allc R3 fundNuveen Strategy Balanced Allc I fundNuveen Strategy Growth Allocation C fund
Fidelity Advisor Asset Manager 60% I fundNuveen Strategy Growth Allocation R3 fundFidelity Advisor Asset Manager 70% T fund
Franklin Moderate Allocation R fundFidelity Advisor Income Repl 2040 T fundFidelity Advisor Income Repl 2036 I fund
GuidePath Tact Constnd Asst Allc Instl fundNationwide Inv Dest Mod I fundGuidePath Tact Constnd Asst Allc Svc fund
GE Instl Strategic Investment Inv fundGE Instl Strategic Investment Svc fundHartford Balanced C fund
Hartford Checks and Balances A fundHartford Checks and Balances B fundHotchkis & Wiley Capital Income A fund
Voya Balanced Port I fundVoya Balanced Port S fundAmerican Funds Income Fund of Amer B fund
American Funds Income Fund of Amer C fundHartford Balanced B fundVoya Strategic Allocation Mod Port I fund
Transamerica Asset Allc Mod Gr R fundVoya Retirement Moderate Growth Port I fundVoya Retirement Moderate Growth Port A fund
Voya Solution Balanced Port A fundVoya Solution Balanced Port I fundVoya Solution Balanced Port S fund
Voya Solution Balanced Port S2 fundVoya Strategic Allocation Mod Port S fundHartford Balanced A fund
Janus Balanced C fundJanus Balanced S fundJHancock Balanced R4 fund
JHancock Balanced R3 fundJHancock Balanced R1 fundJanus Balanced A fund
Janus Balanced R fundPrudential Moderate Allocation Z fundJPMorgan Diversified A fund
JPMorgan Diversified C fundJHancock Lifestyle Balanced 5 fundJHancock Lifestyle Balanced 1 fund
Perkins Value Plus Income C fundPerkins Value Plus Income D fundPerkins Value Plus Income S fund
Perkins Value Plus Income T fundJHancock Lifestyle Balanced R2 fundJHancock Lifestyle Balanced R4 fund
JHancock Lifestyle Balanced I fundJHancock Lifestyle Balanced R5 fundJHancock Lifestyle Balanced R6 fund
UBS US Allocation C fundLord Abbett Multi-Asset Balanced Opp A fundLord Abbett Multi-Asset Balanced Opp P fund
Lord Abbett Multi-Asset Balanced Opp I fundQS Legg Mason Dynamic Multi-Strategy I fundQS Legg Mason Dynamic Multi-Strategy C fund
QS Legg Mason Moderate Growth R fundMFS Moderate Allocation R1 fundMFS Moderate Allocation R3 fund
MFS Moderate Allocation R2 fundMainStay Balanced C fundMassMutual Premier Balanced R4 fund
BlackRock Balanced Capital Inv B fundMainStay Balanced Inv fundMainStay Balanced A fund
MainStay Balanced B fundBlackRock Balanced Capital Inv C fundBlackRock Balanced Capital Inv A fund
BNY Mellon Asset Allocation Inv fundMFS Moderate Allocation B fundMFS Moderate Allocation C fund
MassMutual Premier Balanced A fundMassMutual Premier Balanced Adm fundMassMutual Premier Balanced R3 fund
MainStay Moderate Allocation A fundMainStay Moderate Allocation B fundMainStay Moderate Allocation C fund
Manning & Napier Pro-Blend Extnd Term S fundManning & Napier Pro-Blend Extnd Term I fundBNY Mellon Asset Allocation M fund
MFS Total Return R1 fundMFS Total Return A fundMFS Total Return B fund
MFS Total Return C fundMFS Total Return R2 fundGreat-West SecureFoundation Bal Instl fund
Great-West Moderate Profile II L fundGreat-West SecureFoundation Bal L fundGreat-West Moderate Profile I Init fund
Great-West SecureFoundation Bal G fundGreat-West SecureFoundation Bal G1 fundNeuberger Berman AMT Balanced I fund
Columbia Capital Allocation Mod Agrsv A fundColumbia Capital Allocation Mod Agrsv C fundState Farm Equity & Bond A fund
State Farm Equity & Bond B fundNew Covenant Balanced Growth fundNew Century Balanced fund
Columbia Capital Allocation Mod Agrsv B fundNationwide Inv Dest Mod Svc fundWells Fargo Advantage Growth Balanced B fund
Nationwide HighMark Balanced A fundNationwide HighMark Balanced C fundNationwide HighMark Balanced Instl fund
Nationwide HighMark Balanced InSvc fundNationwide Inv Dest Mod Instl Svc fundJPMorgan Investor Balanced Select fund
JPMorgan Investor Growth & Income C fundJPMorgan Investor Growth & Income A fundPutnam Dynamic Asset Allocation Bal A fund
Prudential Balanced C fundPutnam Dynamic Asset Allocation Bal M fundPax World Balanced Instl fund
Pax World Balanced R fundPax World Balanced Individual Inv fundPrincipal SAM Balanced R3 fund
Prudential Balanced B fundPNC Balanced Allocation I fundPioneer Classic Balanced C fund
George Putnam Balanced R6 fundGeorge Putnam Balanced R5 fundGeorge Putnam Balanced Y fund
George Putnam Balanced C fundGeorge Putnam Balanced R fundPrudential Balanced A fund
Pacific Funds Port Optim Mod Adv fundPrincipal SAM Balanced J fundPrincipal SAM Balanced R5 fund
Principal SAM Balanced R1 fundPrincipal SAM Balanced R4 fundPrincipal SAM Balanced R2 fund
ESG Managers Balanced Port Inst fundUBS US Allocation A fundFederated MDT Balanced A fund
Federated MDT Balanced C fundFederated MDT Balanced Instl fundAmerican Funds Balanced Portfolio R1 fund
American Funds Balanced Portfolio R2 fundAmerican Funds Balanced Portfolio R3 fundState Farm Equity & Bond R1 fund
American Funds Income Fund of Amer R1 fundAmerican Funds Income Fund of Amer R2 fundAmerican Funds Income Fund of Amer R3 fund
American Funds Income Fund of Amer R2E fundRiverNorth Core Opportunity I fundRiverNorth Core Opportunity R fund
Principal SAM Balanced A fundSEI Aggressive Strategy D (SAAT) fundSentinel Balanced C fund
Victory Balanced A fundPrincipal SAM Balanced C fundSentinel Balanced A fund
1919 Socially Responsive Balanced C fundDreyfus Growth Allocation fundState Farm Equity & Bond A Legacy fund
State Farm Equity & Bond B Legacy fundRidgeWorth Moderate Allocation Strat C fundRidgeWorth Moderate Allocation Strat A fund
Schwab MarketTrack Balanced fundTouchstone Balanced Allocation Instl fundTIAA-CREF Managed Allc Retail fund
TIAA-CREF Managed Allc R fundThrivent Moderate Allocation I fundTransamerica Asset Allc Mod Gr I fund
Victory Balanced C fundVictory Balanced R fundVantagepoint Model Port Tradtnl Gr Inv M fund
Vantagepoint Model Port Tradtnl Gr TM fundVanguard LifeStrategy Moderate Gr Inv fundTETON Westwood Balanced I fund
TETON Westwood Balanced C fundTETON Westwood Balanced AAA fundTETON Westwood Balanced A fund
Wells Fargo Advantage Growth Balanced A fundWells Fargo Advantage Growth Balanced C fundWestwood Income Opportunity Instl fund
WesMark Balanced fundCavanal Hill Balanced A fundInvesco Moderate Allocation Y fund
Alger Balanced I-2 fundColumbia Capital Allocation Moderate A fundAB Balance Wealth Strategy I fund
AB Balance Wealth Strategy K fundAB Balance Wealth Strategy R fundAB Balance Wealth Strategy Advisor fund
Advance Capital I Balanced Retail fundInvesco Moderate Allocation A fundInvesco Moderate Allocation R fund
Invesco Moderate Allocation S fundInvesco Moderate Allocation R5 fundMTB Strategic Allocation A fund
Ascendant Balanced I fundAscendant Balanced C fundAllianzGI Income & Growth A fund
Pioneer Solutions Balanced R fundNorthern Global Tactical Asset Allc fundSterling Capital Strategic Allc Bal I fund
Sterling Capital Strategic Allc Bal C fundLord Abbett Multi-Asset Balanced Opp C fundLord Abbett Multi-Asset Balanced Opp R2 fund
Lord Abbett Multi-Asset Balanced Opp R3 fundAmerican Funds Balanced Portfolio A fundAmerican Funds Balanced Portfolio 529A fund
Columbia Flexible Capital Income C fundColumbia Flexible Capital Income R fundColumbia Capital Allocation Mod Agrsv T fund
Natixis Diversified Income C fundCamelot Premium Return C fundCamelot Premium Return A fund
Calamos Growth & Income C fundCalamos Growth & Income A fundCalamos Growth & Income B fund
Delaware Foundation Moderate Allc A fundDelaware Foundation Moderate Allc C fundArrow DWA Balanced Institutional fund
MFS Moderate Allocation 529A fundFidelity Advisor Asset Manager 70% A fundFallen Angels Income fund
Fidelity Advisor Income Repl 2034 A fundFidelity Advisor Income Repl 2038 A fundFidelity Advisor Income Repl 2040 A fund
Frost Moderate Allocation Investor fundSunAmerica Focused Balanced Strategy B fundSunAmerica Focused Balanced Strategy C fund
Franklin Balanced A fundFidelity Advisor Income Repl 2034 C fundFidelity Advisor Asset Manager 50% B fund
Fidelity Advisor Asset Manager 50% C fundFidelity Advisor Asset Manager 50% T fundFidelity Advisor Income Repl 2032 A fund
Frost Moderate Allocation Instl fundFidelity Advisor Income Repl 2032 C fundFranklin Moderate Allocation A fund
Franklin Moderate Allocation Advisor fundFidelity Advisor Income Repl 2030 A fundFidelity Advisor Income Repl 2030 C fund
Fidelity Advisor Income Repl 2030 T fundFidelity Advisor Asset Manager 60% A fundFidelity Advisor Asset Manager 60% B fund
Fidelity Advisor Asset Manager 60% T fundFidelity Advisor Asset Manager 60% C fundNuveen Strategy Balanced Allc A fund
Nuveen Strategy Balanced Allc C fundNuveen Strategy Growth Allocation A fundFidelity Advisor Income Repl 2032 T fund
Franklin Moderate Allocation C fundFidelity Advisor Income Repl 2034 T fundFidelity Advisor Income Repl 2038 T fund
Fidelity Advisor Income Repl 2036 A fundFidelity Advisor Income Repl 2036 C fundFidelity Advisor Income Repl 2036 T fund
Nationwide Inv Dest Mod R fundGreenspring fundHighland Total Return R fund
Highland Total Return Y fundIntrepid Capital Institutional fundNatixis Diversified Income A fund
VY Franklin Income A fundVY Franklin Income I fundVY Franklin Income S fund
VY Franklin Income S2 fundTransamerica Asset Allc Mod Gr A fundTransamerica Asset Allc Mod Gr B fund
Transamerica Asset Allc Mod Gr C fundPioneer Solutions Balanced Y fundICON Risk-Managed Balanced S fund
JHancock Lifestyle Balanced A fundJHancock Lifestyle Balanced B fundJHancock Lifestyle Balanced C fund
Prudential Moderate Allocation B fundPrudential Moderate Allocation C fundPrudential Moderate Allocation A fund
Prudential Moderate Allocation R fundJHancock Lifestyle Balanced R1 fundPerkins Value Plus Income A fund
JHancock Lifestyle Balanced R3 fundLord Abbett Multi-Asset Balanced Opp B fundQS Legg Mason Dynamic Multi-Strategy A fund
LK Balanced Institutional fundMFS Moderate Allocation A fundPraxis Genesis Balanced A fund
Madison Diversified Income A fundMadison Diversified Income B fundMadison Moderate Allocation A fund
Madison Moderate Allocation C fundMadison Moderate Allocation B fundMainStay Moderate Allocation Inv fund
Manning & Napier Pro-Blend Extnd Term R fundManning & Napier Pro-Blend Extnd Term C fundMassMutual RetireSMART Moderate Admin fund
MassMutual RetireSMART Mod R3 fundMassMutual RetireSMART Mod I fundMassMutual RetireSMART Moderate Svc fund
MassMutual RetireSMART Mod R4 fundMassMutual RetireSMART Moderate R5 fundNationwide Inv Dest Mod A fund
Virtus Tactical Allocation A fundVirtus Tactical Allocation B fundNationwide Inv Dest Mod C fund
Oppenheimer Moderate Inv A fundOppenheimer Moderate Inv B fundOppenheimer Moderate Inv C fund
JPMorgan Investor Balanced C fundJPMorgan Investor Balanced A fundOppenheimer Moderate Inv R fund
Outfitter fundOppenheimer Moderate Inv Y fundPNC Balanced Allocation A fund
Virtus Balanced B fundPNC Balanced Allocation C fundPNC Balanced Allocation T fund
George Putnam Balanced B fundGeorge Putnam Balanced M fundGeorge Putnam Balanced A fund
Virtus Balanced A fundPioneer Solutions Balanced C fundESG Managers Balanced Port A fund
Pacific Funds Port Optim Mod A fundPacific Funds Port Optim Mod R fundVirtus Tactical Allocation C fund
Pacific Funds Port Optim Mod B fundPacific Funds Port Optim Mod C fundVirtus Balanced C fund
ESG Managers Balanced Port C fundRussell LifePoints Balanced Strategy E fundRussell LifePoints Balanced Strategy R1 fund
Russell LifePoints Balanced Strategy S fundRussell LifePoints Balanced Strategy R4 fundRussell LifePoints Balanced Strategy R5 fund
RiverFront Moderate Growth & Income C fundRiverFront Moderate Growth & Income I fundQS Legg Mason Moderate Growth C fund
QS Legg Mason Moderate Growth A fundSEI Aggressive Strategy I (SAAT) fund1919 Socially Responsive Balanced B fund
Great-West SecureFoundation Bal ETF A fundQS Legg Mason Moderate Growth B fundDreyfus Moderate Allocation fund
SMI Conservative Allocation fundSEI Aggressive Strategy A (SAAT) fund1919 Socially Responsive Balanced A fund
Touchstone Balanced Allocation A fundTouchstone Balanced Allocation C fundTouchstone Balanced Allocation Y fund
Thrivent Moderate Allocation A fundUSAA Cornerstone Moderate fundWells Fargo Advantage WB Growth Balanced fund
InvestEd Balanced fundWestwood Income Opportunity A fundNatixis Diversified Income Y fund
AB Balance Wealth Strategy A fundAB Balance Wealth Strategy B fundAB Balance Wealth Strategy C fund
Invesco Moderate Allocation B fundInvesco Moderate Allocation C fundAscendant Balanced A fund
Sterling Capital Strategic Allc Bal A fundSterling Capital Strategic Allc Bal B fundColumbia Flexible Capital Income A fund
Arrow DWA Balanced A fundArrow DWA Balanced C fundEven Keel Multi-Asset Managed Risk F fund
Even Keel Multi-Asset Managed Risk I fundEven Keel Multi-Asset Managed Risk A fundSunAmerica Focused Multi-Asset Strat A fund
SunAmerica Focused Balanced Strategy A fundFidelity Advisor Asset Manager 50% A fundSunAmerica Focused Multi-Asset Strat B fund
SunAmerica Focused Multi-Asset Strat C fundHSBC World Selection Balanced Strat A fundHuntington Balanced Allocation A fund
Hennessy Balanced Investor fundHSBC World Selection Balanced Strat C fundHSBC World Selection Balanced Strat B fund
Highland Total Return A fundHighland Total Return C fundICON Risk-Managed Balanced A fund
ICON Risk-Managed Balanced C fundMadison Diversified Income C fundMassMutual RetireSMART Moderate A fund
Neiman Balanced Allocation A fundNeiman Balanced Allocation C fundPioneer Solutions Balanced A fund
Prudential Real Assets A fundPrudential Real Assets B fundPrudential Real Assets C fund
Prudential Real Assets Q fundPrudential Real Assets Z fundRoumell Opportunistic Value C fund
Roumell Opportunistic Value Instl fundRoumell Opportunistic Value A fundRussell LifePoints Balanced Strategy A fund
Russell LifePoints Balanced Strategy C fundRiverFront Moderate Growth & Income A fundSextant Core fund
Timothy Plan Defensive Strategies A fundTimothy Plan Defensive Strategies C fundTimothy Plan Defensive Strategies I fund
Catalyst/SMH Total Return Income C fundCatalyst/SMH Total Return Income A fundCatalyst/SMH Total Return Income I fund
USAA Cornerstone Moderately Agrsv fundVantagepoint Diversifying Strategies T fundAllianzGI Multi-Asset Real Return C fund
AllianzGI Multi-Asset Real Return A fundAllianzGI Multi-Asset Real Return D fundAllianzGI Multi-Asset Real Return Inst fund
AllianzGI Multi-Asset Real Return P fundAT Income Opportunities Institutional fundBrown Advisory Multi-Strategy Instl fund
BMO Balanced Allocation I fundBMO Balanced Allocation R6 fundBMO Balanced Allocation R3 fund
BMO Balanced Allocation Y fundAmerican Funds College 2024 529A fundAvondale Core Investment fund
American Funds College 2027 529A fundAmerican Funds College 2024 529C fundAmerican Funds College 2024 529E fund
American Funds College 2024 529F1 fundAmerican Funds College 2027 529B fundAmerican Funds College 2027 529C fund
American Funds College 2027 529E fundAmerican Funds College 2027 529F1 fundCentre Multi-Asset Real Return Investor fund
Centre Multi-Asset Real Return Instl fundEudora fundForward Select Opportunity C fund
Forward Select Opportunity A fundForward Select Opportunity Investor fundForward Select Opportunity Institutional fund
Pacific Financial Fth & Vls Bsd Mod Inv fundValspresso Green Zone Select Tactical A fundValspresso Green Zone Select Tactical I fund
HCM Tactical Growth C fundHCM Tactical Growth A fundHCM Tactical Growth I fund
HCM Tactical Growth R fundPoplar Forest Cornerstone Institutional fundJHancock Lifestyle II Balanced 1 fund
JHancock Lifestyle II Balanced R6 fundScharf Balanced Opportunity Inv fundRx MAR Tactical Moderate Growth A fund
Rx MAR Tactical Moderate Growth C fundRx MAR Tactical Moderate Growth Instl fundManning & Napier Strategic Inc Modrt I fund
Manning & Napier Strategic Inc Modrt S fundNationwide Diverse Managers Instl Svc fundPoplar Forest Cornerstone A fund
Presidential Managed Rsk Mod A fundPresidential Managed Rsk Mod C fundPresidential Managed Rsk Mod I fund
Brookfield Real Assets Securities A fundBrookfield Real Assets Securities C fundBrookfield Real Assets Securities I fund
Brookfield Real Assets Securities Y fundRegal Total Return A fundTOROSO Newfound Tactical Allc A fund
TOROSO Newfound Tactical Allc C fundTOROSO Newfound Tactical Allc Instl fundVALIC Company I Dynamic Allocation fund