Moderate Allocation
1919 Funds
SSIAX
1919 Socially Responsive Balanced Fund Class A
3
2
1
0.001
SESIX
1919 Socially Responsive Balanced Fund Class B
3
2
1
0.001
SESLX
1919 Socially Responsive Balanced Fund Class C
3
2
1
0.001
LMRNX
1919 Socially Responsive Balanced Fund Class I
3
2
1
0.001
Advance Capital I
ADBNX
Advance Capital I, Balanced Fund Insti
3
2
1
0.001
ADBAX
Advance Capital, Inc. - Balanced Fund
3
2
1
0.001
Alger
ABLOX
Alger Portfolios - Alger Balanced Portfolio Class I-2
3
2
1
0.001
AllianceBernstein
ABWYX
The AB Portfolios - AB Balanced Wealth Strategy - Advisor Class
3
2
1
0.001
ABWAX
The AB Portfolios - AB Balanced Wealth Strategy - Class A
3
2
1
0.001
ABWCX
The AB Portfolios - AB Balanced Wealth Strategy - Class C
3
2
1
0.001
ABWKX
The AB Portfolios - AB Balanced Wealth Strategy - Class K
3
2
1
0.001
ABWRX
The AB Portfolios - AB Balanced Wealth Strategy - Class R
3
2
1
0.001
Allianz Funds
AIGRX
AllianzGI Income and Growth Fd Cl R
3
2
1
0.001
AZNIX
AllianzGI Income and Growth Fund Insti Class
3
2
1
0.001
AZNAX
AllianzGI Income Class and Growth Fund Class A
3
2
1
0.001
AZNCX
AllianzGI Income Class and Growth Fund Class C
3
2
1
0.001
AIGPX
AllianzGI Income Class and Growth Fund Class P
3
2
1
0.001
ALLCX
AllianzGI Multi-Asset Real Return Fund C
3
2
1
0.001
ALRAX
AllianzGI Multi-Asset Real Return Fund Class A
3
2
1
0.001
ALRNX
AllianzGI Multi-Asset Real Return Fund Institutional Class
3
2
1
0.001
ALRPX
AllianzGI Multi-Asset Real Return Fund P
3
2
1
0.001
ALPS
RMIAX
RiverFront Moderate Growth & Income Fd Cl A
3
2
1
0.001
RMICX
RiverFront Moderate Growth & Income Fd Cl C
3
2
1
0.001
RMIIX
RiverFront Moderate Growth & Income Fd Cl I
3
2
1
0.001
American Beacon
AABNX
American Beacon Balanced Fd AMR Class
3
2
1
0.001
ABFAX
American Beacon Balanced Fund A Class
3
2
1
0.001
ABLSX
American Beacon Balanced Fund Advisor Class
3
2
1
0.001
ABCCX
American Beacon Balanced Fund C Class
3
2
1
0.001
AADBX
American Beacon Balanced Fund Institutional Class
3
2
1
0.001
AABPX
American Beacon Balanced Fund Investor Class
3
2
1
0.001
ACBYX
American Beacon Balanced Fund Y Class
3
2
1
0.001
American Century Investments
ABINX
American Century Balanced - Institutional Class
3
2
1
0.001
TWBIX
American Century Balanced Investor Class
3
2
1
0.001
AOMIX
American Century One Choice Portfolio
3
2
1
0.001
ASTCX
American Century Strategic Allocation - Moderate C Class
3
2
1
0.001
ASAMX
American Century Strategic Allocation - Moderate Instl Class
3
2
1
0.001
ACOAX
American Century Strategic Allocation Moderate A Class
3
2
1
0.001
TWSMX
American Century Strategic Allocation Moderate Investor Cl
3
2
1
0.001
ASMRX
American Century Strategic Allocation Moderate R Shares
3
2
1
0.001
ASMDX
American Century Strategic Allocation Moderate R6 Cl
3
2
1
0.001
American Funds
RAMHX
American Balanced Fund - Class R2E
3
2
1
0.001
AMBFX
American Balanced Fund Class F-2 Shs
3
2
1
0.001
RLBAX
American Balanced Fund Class R-1 Shs
3
2
1
0.001
RLBBX
American Balanced Fund Class R-2 Shs
3
2
1
0.001
RLBCX
American Balanced Fund Class R-3 Shs
3
2
1
0.001
RLBEX
American Balanced Fund Class R-4 Shs
3
2
1
0.001
RLBFX
American Balanced Fund Class R-5 Shs
3
2
1
0.001
RLBGX
American Balanced Fund, Cl R-6 Shs
3
2
1
0.001
CLBAX
American Balanced Fund, Class 529-A Shares
3
2
1
0.001
CLBBX
American Balanced Fund, Class 529-B Shares
3
2
1
0.001
CLBCX
American Balanced Fund, Class 529-C Shares
3
2
1
0.001
CLBEX
American Balanced Fund, Class 529-E Shares
3
2
1
0.001
CLBFX
American Balanced Fund, Class 529-F-1 Shs
3
2
1
0.001
ABALX
American Balanced Fund, Class A Shs
3
2
1
0.001
BALBX
American Balanced Fund, Class B Shs
3
2
1
0.001
BALCX
American Balanced Fund, Class C Shs
3
2
1
0.001
BALFX
American Funds American Balanced Fund, Class F-1 Shs
3
2
1
0.001
RBBEX
American Funds Balanced Portfolio - Class R2E
3
2
1
0.001
CBAAX
American Funds Balanced Portfolio Class 529-A
3
2
1
0.001
CBBBX
American Funds Balanced Portfolio Class 529-B
3
2
1
0.001
CBPCX
American Funds Balanced Portfolio Class 529-C
3
2
1
0.001
CBAEX
American Funds Balanced Portfolio Class 529-E
3
2
1
0.001
CBAFX
American Funds Balanced Portfolio Class 529-F-1
3
2
1
0.001
BLPAX
American Funds Balanced Portfolio Class A
3
2
1
0.001
BLPBX
American Funds Balanced Portfolio Class B
3
2
1
0.001
BLPCX
American Funds Balanced Portfolio Class C
3
2
1
0.001
BLPFX
American Funds Balanced Portfolio Class F-1
3
2
1
0.001
BLPEX
American Funds Balanced Portfolio Class F-2
3
2
1
0.001
RBAAX
American Funds Balanced Portfolio Class R-1
3
2
1
0.001
RBABX
American Funds Balanced Portfolio Class R-2
3
2
1
0.001
RBACX
American Funds Balanced Portfolio Class R-3
3
2
1
0.001
RBAEX
American Funds Balanced Portfolio Class R-4
3
2
1
0.001
RBAFX
American Funds Balanced Portfolio Class R-5
3
2
1
0.001
RBAGX
American Funds Balanced portfolio Class R-6
3
2
1
0.001
CFTAX
American Funds College Fd 2024 Cl 529-A
3
2
1
0.001
CCFBX
American Funds College Fd 2024 Cl 529-B
3
2
1
0.001
CTFCX
American Funds College Fd 2024 Cl 529-C
3
2
1
0.001
CTFEX
American Funds College Fd 2024 Cl 529-E
3
2
1
0.001
CTFFX
American Funds College Fd 2024 Cl 529-F-1
3
2
1
0.001
CSTAX
American Funds College Fd 2027 Cl 529-A
3
2
1
0.001
CTSBX
American Funds College Fd 2027 Cl 529-B
3
2
1
0.001
CTSCX
American Funds College Fd 2027 Cl 529-C
3
2
1
0.001
CTSEX
American Funds College Fd 2027 Cl 529-E
3
2
1
0.001
CTSFX
American Funds College Fd 2027 Cl 529-F-1
3
2
1
0.001
RIEBX
The Income Fund of America - Class R2E
3
2
1
0.001
IFABX
The Income Fund of America, Class B Shares
3
2
1
0.001
CIMAX
The Income Fund of America, Class 529-A Shares
3
2
1
0.001
CIMBX
The Income Fund of America, Class 529-B Shares
3
2
1
0.001
CIMCX
The Income Fund of America, Class 529-C Shares
3
2
1
0.001
CIMEX
The Income Fund of America, Class 529-E Shares
3
2
1
0.001
CIMFX
The Income Fund of America, Class 529-F-1 Shares
3
2
1
0.001
AMECX
The Income Fund of America, Class A Shares
3
2
1
0.001
IFACX
The Income Fund of America, Class C Shares
3
2
1
0.001
IFAFX
The Income Fund of America, Class F-1 Shares
3
2
1
0.001
AMEFX
The Income Fund of America, Class F-2 Shares
3
2
1
0.001
RIDAX
The Income Fund of America, Class R-1 Shares
3
2
1
0.001
RIDBX
The Income Fund of America, Class R-2 Shares
3
2
1
0.001
RIDCX
The Income Fund of America, Class R-3 Shares
3
2
1
0.001
RIDEX
The Income Fund of America, Class R-4 Shares
3
2
1
0.001
RIDFX
The Income Fund of America, Class R-5 Shares
3
2
1
0.001
RIDGX
The Income Fund of America, Class R-6 Shares
3
2
1
0.001
American Money Management
FAINX
Fallen Angels Income Fund
3
2
1
0.001
AMG Funds
MBEYX
AMG Chicago Equity Partners Balanced Fund Institutional Class
3
2
1
0.001
MBEAX
AMG Chicago Equity Partners Balanced Fund Investor Class
3
2
1
0.001
MBESX
AMG Chicago Equity Partners Balanced Fund Service Class
3
2
1
0.001
Archer
ARCHX
Archer Balanced Fund
3
2
1
0.001
Arrow Funds
DWANX
Arrow DWA Balanced Fd Inst Shs
3
2
1
0.001
DWAFX
Arrow DWA Balanced Fund Class A
3
2
1
0.001
DWATX
Arrow DWA Balanced Fund Class C
3
2
1
0.001
Aston
MOBAX
Aston Montag & Caldwell Balanced Fund Class N
3
2
1
0.001
MOBIX
Montag & Caldwell Balanced Fund Class I
3
2
1
0.001
AT Funds
AWIIX
AT Income Opportunities Fund Institutional Class
3
2
1
0.001
Avondale Funds
COREX
Avondale Core Investment Fund
3
2
1
0.001
BlackRock
MDCPX
BlackRock Bal Capital A
3
2
1
0.001
MBCPX
BlackRock Bal Capital B
3
2
1
0.001
MCCPX
BlackRock Bal Capital C
3
2
1
0.001
MACPX
BlackRock Bal Capital I
3
2
1
0.001
MRBPX
BlackRock Bal Capital R
3
2
1
0.001
BCGPX
BlackRock Growth Prepared Ptf, Investor C
3
2
1
0.001
BRGPX
BlackRock Growth Prepared Ptf, Investor R
3
2
1
0.001
BIGPX
BlackRock Growth Ptf Institutional
3
2
1
0.001
BAGPX
BlackRock Growth Ptf Investor A
3
2
1
0.001
BMO Funds
BGRHX
BMO Balanced Allocation Fund - I
3
2
1
0.001
BGRRX
BMO Balanced Allocation Fund - R3
3
2
1
0.001
BGRQX
BMO Balanced Allocation Fund - R6
3
2
1
0.001
BGRYX
BMO Balanced Allocation Fund - Y
3
2
1
0.001
BNY Mellon Funds
MIBLX
BNY Mellon Asset Allocation Fd Inv Shs
3
2
1
0.001
MPBLX
BNY Mellon Asset Allocation Fund M Shs
3
2
1
0.001
Brookfield Investment Funds
RASAX
Brookfield Real Assets Securities Fund - Class A
3
2
1
0.001
RASCX
Brookfield Real Assets Securities Fund - Class C
3
2
1
0.001
RASIX
Brookfield Real Assets Securities Fund - Class I
3
2
1
0.001
RASYX
Brookfield Real Assets Securities Fund - Class Y
3
2
1
0.001
Brown Advisory Funds
BAFRX
Brown Advisory Multi-Strategy Fund - Institutional Shares
3
2
1
0.001
Bruce
BRUFX
Bruce Fund, Inc.
3
2
1
0.001
Buffalo
BUFBX
Buffalo Flexible Income Fund
3
2
1
0.001
Calamos
CVTRX
Calamos Growth & Income Fund Class A
3
2
1
0.001
CVTYX
Calamos Growth & Income Fund Class B
3
2
1
0.001
CVTCX
Calamos Growth & Income Fund Class C
3
2
1
0.001
CGIIX
Calamos Growth & Income Fund Class I
3
2
1
0.001
CGNRX
Calamos Growth and Income Fund-Class R
3
2
1
0.001
Calvert Investments
CBAYX
Calvert Balanced Class Y
3
2
1
0.001
CSIFX
Calvert Balanced Portfolio Class A
3
2
1
0.001
CMAAX
Calvert Moderate Allocation Fund Class A
3
2
1
0.001
CMACX
Calvert Moderate Allocation Fund Class C
3
2
1
0.001
CSLBX
Calvert Social Investment Fd Balanced Portfolio Cl B
3
2
1
0.001
CBAIX
Calvert Social Investment Fd Balanced Portfolio Cl I
3
2
1
0.001
CSGCX
Calvert Social Investment Fund Managed Growth Portfolio Class C
3
2
1
0.001
Camelot Funds
CPRFX
Camelot Premium Return Fd Cl A
3
2
1
0.001
CPRCX
Camelot Premium Return Fd Cl C
3
2
1
0.001
Carlyle Group
CCAIX
Carlyle Core Allocation Fund Class I
3
2
1
0.001
CCANX
Carlyle Core Allocation Fund Class N
3
2
1
0.001
Catalyst Mutual Funds
TRIIX
Catalyst/SMH Total Return Income Fund Cl I
3
2
1
0.001
TRIFX
Catalyst/SMH Total Return Income Fund Class A
3
2
1
0.001
TRICX
Catalyst/SMH Total Return Income Fund Class C
3
2
1
0.001
Cavanal Hill funds
AACBX
Balanced Fund, Class C Shares
3
2
1
0.001
AABAX
Cavanal Hill Balanced Fd Cl A Shs
3
2
1
0.001
AIBLX
Cavanal Hill Balanced Fd Insti Shs
3
2
1
0.001
APBAX
Cavanal Hill Balanced Fund No Load Inv Shs
3
2
1
0.001
Columbia
CBDRX
Columbia Balanced Fd Cl R4
3
2
1
0.001
CBDYX
Columbia Balanced Fd Cl Y
3
2
1
0.001
CLRFX
Columbia Balanced Fund Class K
3
2
1
0.001
CBLRX
Columbia Balanced Fund Class R
3
2
1
0.001
CLREX
Columbia Balanced Fund Class R5
3
2
1
0.001
NLBBX
Columbia Capital Allocation Moderate Aggressive Fund Class B
3
2
1
0.001
NBICX
Columbia Capital Allocation Moderate Aggressive Fund Class C
3
2
1
0.001
CGBRX
Columbia Capital Allocation Moderate Aggressive Portfolio Cl R4
3
2
1
0.001
CLHRX
Columbia Capital Allocation Moderate Aggressive Portfolio Cl R5
3
2
1
0.001
CAMKX
Columbia Capital Allocation Moderate Aggressive Portfolio Class K
3
2
1
0.001
CLBRX
Columbia Capital allocation Moderate Aggressive Portfolio Class R
3
2
1
0.001
CGGTX
Columbia Capital Allocation Moderate Aggressive Portfolio Class T
3
2
1
0.001
CPHNX
Columbia Capital Allocation Moderate Aggressive Portfolio Class Y
3
2
1
0.001
NBIAX
Columbia Capital Allocation Moderate Aggressive Portfolio Fund Class A
3
2
1
0.001
NBGPX
Columbia Capital Allocation Moderate Aggressive Portfolio Fund Class Z
3
2
1
0.001
ABUAX
Columbia Capital Allocation Moderate Fund Class A
3
2
1
0.001
AURBX
Columbia Capital Allocation Moderate Fund Class B
3
2
1
0.001
AMTCX
Columbia Capital Allocation Moderate Fund Class C
3
2
1
0.001
CBMRX
Columbia Capital Allocation Moderate Fund Class R
3
2
1
0.001
CBMZX
Columbia Capital Allocation Moderate Fund Class Z
3
2
1
0.001
CPCZX
Columbia Capital Allocation Moderate Portfolio Class R4
3
2
1
0.001
CPAMX
Columbia Capital Allocation Moderate Portfolio Class R5
3
2
1
0.001
CPDMX
Columbia Capital Allocation Moderate Portfolio Class Y
3
2
1
0.001
CBRRX
Columbia Capital Allocation Moderate Portfolio K
3
2
1
0.001
CBLAX
Columbia Fds Srs Tr I, Balanced Fund Class A
3
2
1
0.001
CBLBX
Columbia Fds Srs Tr I, Balanced Fund Class B
3
2
1
0.001
CBLCX
Columbia Fds Srs Tr I, Balanced Fund Class C
3
2
1
0.001
CBALX
Columbia Fds Srs Tr I, Balanced Fund Class Z
3
2
1
0.001
CFIAX
Columbia Flexible Capital Income Fd Cl A
3
2
1
0.001
CFIGX
Columbia Flexible Capital Income Fd Cl C
3
2
1
0.001
CFIIX
Columbia Flexible Capital Income Fd Cl I
3
2
1
0.001
CFIRX
Columbia Flexible Capital Income Fd Cl R
3
2
1
0.001
CFCRX
Columbia Flexible Capital Income Fd Cl R4
3
2
1
0.001
CFIWX
Columbia Flexible Capital Income Fd Cl W
3
2
1
0.001
CFIZX
Columbia Flexible Capital Income Fd Cl Z
3
2
1
0.001
CFXRX
Columbia Flexible CapitalIncome Fd Cl R5
3
2
1
0.001
LAACX
Western Asset Macro Opportunities Fund C
3
2
1
0.001
CornerCap
CBLFX
CornerCap Balanced Fund
3
2
1
0.001
Delaware Investments
DDIAX
Delaware Dividend Income Fund Class A
3
2
1
0.001
DDICX
Delaware Dividend Income Fund Class C
3
2
1
0.001
DDIIX
Delaware Dividend Income Fund Class I
3
2
1
0.001
DDDRX
Delaware Dividend Income Fund Class R
3
2
1
0.001
DFBAX
Delaware Foundation Moderate Allocation Portfolio Class A
3
2
1
0.001
DFBCX
Delaware Foundation Moderate Allocation Portfolio Class C
3
2
1
0.001
DFFIX
Delaware Foundation Moderate Allocation Portfolio Class I
3
2
1
0.001
DFBRX
Delaware Foundation Moderate Allocation Portfolio Fd Class R
3
2
1
0.001
Deutsche Asset And Wealth Mngt
PLSCX
Deutsche LifeCompass 2030 Fund Class C
3
2
1
0.001
PPLSX
Deutsche LifeCompass 2030 Fund Class S
3
2
1
0.001
PLUSX
Deutsche LifeCompass 2030 Fund Fund Class A
3
2
1
0.001
DGI
DGIFX
The Disciplined Growth Investors Fund
3
2
1
0.001
Dimensional Fund Advisors
DGSIX
DFA Global Allocation 60/40 Portfolio Inst Cl
3
2
1
0.001
DFPRX
DFA Global Allocation 60/40 Ptf Class R2
3
2
1
0.001
Dodge And Cox
DODBX
Dodge & Cox Balanced Fund
3
2
1
0.001
Dreyfus
DBOAX
Dreyfus Balanced Opportunity Fund Class A
3
2
1
0.001
DBOCX
Dreyfus Balanced Opportunity Fund Class C
3
2
1
0.001
DBORX
Dreyfus Balanced Opportunity Fund Class I
3
2
1
0.001
DBOZX
Dreyfus Balanced Opportunity Fd Cl Z
3
2
1
0.001
THPBX
Dreyfus Balanced Opportunity Fund Class J
3
2
1
0.001
SGALX
Strategic Fds, Inc. Dreyfus Growth Allocation Fund
3
2
1
0.001
SMDAX
Strategic Fds, Inc. Dreyfus Moderate Allocation Fund
3
2
1
0.001
Eaton Vance
EVIFX
Eaton Vance Balanced Fund Class A
3
2
1
0.001
EMIFX
Eaton Vance Balanced Fund Class B
3
2
1
0.001
ECIFX
Eaton Vance Balanced Fund Class C
3
2
1
0.001
EIIFX
Eaton Vance Balanced Fund Class I
3
2
1
0.001
Eudora Funds
EUDFX
The Eudora Fund
3
2
1
0.001
Even Keel Investments
EKMAX
Even Keel Multi-Asset Managed Risk Fund - Class A
3
2
1
0.001
EKACX
Even Keel Multi-Asset Managed Risk Fund - Class C
3
2
1
0.001
EKAFX
Even Keel Multi-Asset Managed Risk Fund - Class F
3
2
1
0.001
EKAIX
Even Keel Multi-Asset Managed Risk Fund - Class I
3
2
1
0.001
Fairholme
FAAFX
The Fairholme Allocation Fund
3
2
1
0.001
Federated
QABGX
Federated MDT Balanced Fund Class A
3
2
1
0.001
QCBGX
Federated MDT Balanced Fund Class C
3
2
1
0.001
QIBGX
Federated MDT Balanced Fund Institutional Class
3
2
1
0.001
QKBGX
Federated MDT Balanced Fund R
3
2
1
0.001
Fidelity Investments
FAIGX
Fidelity Advisor Balanced Fd T Shares
3
2
1
0.001
FFAMX
Fidelity Advisor Asset manager 50% Class A
3
2
1
0.001
FFBMX
Fidelity Advisor Asset Manager 50% Class B
3
2
1
0.001
FFCMX
Fidelity Advisor Asset Manager 50% Class C
3
2
1
0.001
FFIMX
Fidelity Advisor Asset Manager 50% Class I
3
2
1
0.001
FFTMX
Fidelity Advisor Asset Manager 50% Class T
3
2
1
0.001
FSAAX
Fidelity Advisor Asset Manager 60% Class A
3
2
1
0.001
FSABX
Fidelity Advisor Asset Manager 60% Class B
3
2
1
0.001
FSCNX
Fidelity Advisor Asset Manager 60% Class C
3
2
1
0.001
FSNIX
Fidelity Advisor Asset Manager 60% Class I
3
2
1
0.001
FSATX
Fidelity Advisor Asset Manager 60% Class T
3
2
1
0.001
FAASX
Fidelity Advisor Asset Manager 70% Class A
3
2
1
0.001
FBASX
Fidelity Advisor Asset Manager 70% Class B
3
2
1
0.001
FCASX
Fidelity Advisor Asset Manager 70% Class C
3
2
1
0.001
FAAIX
Fidelity Advisor Asset Manager 70% Class I
3
2
1
0.001
FTASX
Fidelity Advisor Asset Manager 70% Class T
3
2
1
0.001
FZAAX
Fidelity Advisor Balanced Fd Cl Z
3
2
1
0.001
FARVX
Fidelity Advisor Income Replacement 2038 Fund Class A
3
2
1
0.001
FCRVX
Fidelity Advisor Income Replacement 2038 Fund Class C
3
2
1
0.001
FIIVX
Fidelity Advisor Income Replacement 2038 Fund Class I
3
2
1
0.001
FTRVX
Fidelity Advisor Income Replacement 2038 Fund Class T
3
2
1
0.001
FARWX
Fidelity Advisor Income Replacement 2040 Fund Class A
3
2
1
0.001
FCRWX
Fidelity Advisor Income Replacement 2040 Fund Class C
3
2
1
0.001
FIIWX
Fidelity Advisor Income Replacement 2040 Fund Class I
3
2
1
0.001
FTRWX
Fidelity Advisor Income Replacement 2040 Fund Class T
3
2
1
0.001
FARFX
Fidelity Advisor Income Replacement 2042 Fund Class A
3
2
1
0.001
FCRFX
Fidelity Advisor Income Replacement 2042 Fund Class C
3
2
1
0.001
FIRFX
Fidelity Advisor Income Replacement 2042 Fund Class I
3
2
1
0.001
FITTX
Fidelity Advisor Income Replacement 2042 Fund Class T
3
2
1
0.001
FRQAX
Fidelity Advisor Income Replacement Fund 2030 Class A
3
2
1
0.001
FRQCX
Fidelity Advisor Income Replacement Fund 2030 Class C
3
2
1
0.001
FRQIX
Fidelity Advisor Income Replacement Fund 2030 Class I
3
2
1
0.001
FRQTX
Fidelity Advisor Income Replacement Fund 2030 Class T
3
2
1
0.001
FIARX
Fidelity Advisor Income Replacement Fund 2032 Class A
3
2
1
0.001
FICRX
Fidelity Advisor Income Replacement Fund 2032 Class C
3
2
1
0.001
FIIRX
Fidelity Advisor Income Replacement Fund 2032 Class I
3
2
1
0.001
FTIRX
Fidelity Advisor Income Replacement Fund 2032 Class T
3
2
1
0.001
FARSX
Fidelity Advisor Income Replacement Fund 2034 Class A
3
2
1
0.001
FCRSX
Fidelity Advisor Income Replacement Fund 2034 Class C
3
2
1
0.001
FRASX
Fidelity Advisor Income Replacement Fund 2034 Class I
3
2
1
0.001
FTRSX
Fidelity Advisor Income Replacement Fund 2034 Class T
3
2
1
0.001
FURAX
Fidelity Advisor Income Replacement Fund 2036 Class A
3
2
1
0.001
FURCX
Fidelity Advisor Income Replacement Fund 2036 Class C
3
2
1
0.001
FURIX
Fidelity Advisor Income Replacement Fund 2036 Class I
3
2
1
0.001
FURTX
Fidelity Advisor Income Replacement Fund 2036 Class T
3
2
1
0.001
FABCX
Fidelity Advisor Series II
3
2
1
0.001
FABLX
3
2
1
0.001
FAIOX
3
2
1
0.001
FAISX
Fidelity Advisor Series II - Fidelity Advisor Balanced Fund - Class B
3
2
1
0.001
FASMX
Fidelity Asset Manager 50%
3
2
1
0.001
FSANX
Fidelity Asset Manager 60%
3
2
1
0.001
FASGX
Fidelity Asset Manager 70%
3
2
1
0.001
FBALX
Fidelity Balanced Fund
3
2
1
0.001
FBAKX
Fidelity Balanced Fund Class K
3
2
1
0.001
FIRVX
Fidelity Income Replacement 2038 Fund
3
2
1
0.001
FIRWX
Fidelity Income Replacement 2040 Fund
3
2
1
0.001
FIXRX
Fidelity Income Replacement 2042 Fund
3
2
1
0.001
FIRQX
Fidelity Income Replacement Fund 2030
3
2
1
0.001
FIRRX
Fidelity Income Replacement Fund 2032
3
2
1
0.001
FIRSX
Fidelity Income Replacement Fund 2034
3
2
1
0.001
FIRUX
Fidelity Income Replacement Fund 2036
3
2
1
0.001
FPURX
Fidelity Puritan Fund
3
2
1
0.001
FPUKX
Fidelity Puritan Fund Class K
3
2
1
0.001
First Investors
FBTRX
First Investors Series Fd Total Return Fd Cl B
3
2
1
0.001
FITRX
First Investors Series Fund Total Return Series A
3
2
1
0.001
FITUX
First Investors Total Return Fd Adv Cl
3
2
1
0.001
FITVX
First Investors Total Return Fd Inst Cl
3
2
1
0.001
Forward Funds
FSOCX
Forward Select Opportunity Fund Class C
3
2
1
0.001
FSONX
Forward Select Opportunity Fund Class A
3
2
1
0.001
FSOTX
Forward Select Opportunity Fund Institutional Class
3
2
1
0.001
FSORX
Forward Select Opportunity Fund Investor Class
3
2
1
0.001
FPA
FPACX
FPA Funds Trust, FPA Crescent Portfolio Institutional Class
3
2
1
0.001
Franklin Templeton Investments
FBFZX
Franklin Balanced Fund - Advisor Class
3
2
1
0.001
FBLAX
Franklin Balanced Fund Class A
3
2
1
0.001
FBMCX
Franklin Balanced Fund Class C
3
2
1
0.001
FBFRX
Franklin Balanced Fund Class R6
3
2
1
0.001
FTMRX
Franklin Templeton Moderate Target Fund - Class R
3
2
1
0.001
FMTZX
Franklin Templeton Moderate Target Fund Advisor Class
3
2
1
0.001
FMTIX
Franklin Templeton Moderate Target Fund Class A
3
2
1
0.001
FTMTX
Franklin Templeton Moderate Target Fund Class C
3
2
1
0.001
Frost Funds
FASTX
Frost Moderate Allocation Fund Class A Shares
3
2
1
0.001
FIBTX
Frost Moderate Allocation Fund Institutional Class Shares
3
2
1
0.001
GE Asset Management
ELDFX
Elfun Diversified Fund
3
2
1
0.001
GSRVX
GE Insti Fds, Strategic Investments Fund Service Class
3
2
1
0.001
GSIVX
GE Institutional Strategic Investment Fund Investment Class
3
2
1
0.001
Great-West Funds
MXOPX
Great-West Moderate Profile I Fd
3
2
1
0.001
MXGPX
Great-West Moderate Profile II Cl L
3
2
1
0.001
MXMPX
Great-West Moderate Profile II Fd
3
2
1
0.001
SFBPX
Great-West SecureFoundation Balanced ETF Fd Cl A
3
2
1
0.001
MXSBX
Great-West SecureFoundation Balanced Fd Cl G
3
2
1
0.001
MXSHX
Great-West SecureFoundation Balanced Fd Cl G1
3
2
1
0.001
MXLDX
Great-West SecureFoundation Balanced Fd Cl L
3
2
1
0.001
Greenspring
GRSPX
Greenspring Fund Inc.
3
2
1
0.001
GuideMark
GITTX
GuidePath Tactical Constrained Asset Allocation Fd Insti Shs
3
2
1
0.001
GPTCX
GuidePath Tactical Constrained Asset Allocation Fd Svc Shs
3
2
1
0.001
GuideStone Funds
GDMYX
GuideStone Funds Defensive Market Strategies Fund - Institutional Class
3
2
1
0.001
GDMZX
GuideStone Funds Defensive Market Strategies Fund - Investor Class
3
2
1
0.001
Hartford Mutual Funds
HADAX
Hartford Balanced HLS Fd Cl IA
3
2
1
0.001
HAIBX
Hartford Balanced HLS Fund Class IB
3
2
1
0.001
ITTAX
The Hartford Balanced Fund Class A
3
2
1
0.001
IHABX
The Hartford Balanced Fund Class B
3
2
1
0.001
HAFCX
The Hartford Balanced Fund Class C
3
2
1
0.001
ITTRX
The Hartford Balanced Fund Class R3
3
2
1
0.001
ITTSX
The Hartford Balanced Fund Class R4
3
2
1
0.001
ITTTX
The Hartford Balanced Fund Class R5
3
2
1
0.001
HCKIX
The Hartford Check and Balances Fund Class I
3
2
1
0.001
HCKAX
The Hartford Checks and Balances Fund Cl A
3
2
1
0.001
HCKBX
The Hartford Checks and Balances Fund Cl B
3
2
1
0.001
HCKCX
The Hartford Checks and Balances Fund Cl C
3
2
1
0.001
HCKRX
The Hartford Checks and Balances Fund R3
3
2
1
0.001
HCKSX
The Hartford Checks and Balances Fund R4
3
2
1
0.001
HCKTX
The Hartford Checks and Balances Fund R5
3
2
1
0.001
Hennessy
HBFBX
Hennessy Balanced Fund Inv
3
2
1
0.001
HEIIX
Hennessy Equity and Income Fd Inst Cl
3
2
1
0.001
HEIFX
Hennessy Equity and Income Fd Inv Cl
3
2
1
0.001
Highland Funds
HTAAX
Highland Total Return Fund Class A
3
2
1
0.001
HTACX
Highland Total Return Fund Class C
3
2
1
0.001
HTARX
Highland Total Return Fund Class R
3
2
1
0.001
HTAYX
Highland Total Return Fund Class Y
3
2
1
0.001
Hotchkis And Wiley
HWIAX
Hotchkis and Wiley Capital Income Fd Cl A
3
2
1
0.001
HWIIX
Hotchkis and Wiley Capital Income Fd Cl I
3
2
1
0.001
HSBC
HAGRX
HSBC World Selection Balanced Strategy Fund Class A
3
2
1
0.001
HSBGX
HSBC World Selection Balanced Strategy Fund Class B
3
2
1
0.001
HCGRX
HSBC World Selection Balanced Strategy Fund Class C
3
2
1
0.001
Huntington
HBAFX
Huntington Balanced Allocation Fund Cl A Shs
3
2
1
0.001
ICON Funds
IOCAX
ICON Risk-Managed Equity Fund Class A
3
2
1
0.001
IOCCX
ICON Risk-Managed Equity Fund Class C
3
2
1
0.001
IOCZX
ICON Risk-Managed Equity Fund Class S
3
2
1
0.001
Intrepid Funds
ICMBX
Intrepid Capital Fund
3
2
1
0.001
ICMVX
Intrepid Capital Fund Insti Class Shares
3
2
1
0.001
Invesco
ACEIX
Invesco Equity and Income Fund Class A
3
2
1
0.001
ACERX
Invesco Equity and Income Fund Class C
3
2
1
0.001
IEIFX
Invesco Equity and Income Fund Cl R6
3
2
1
0.001
ACEQX
Invesco Equity and Income Fund Class B
3
2
1
0.001
ACESX
Invesco Equity and Income Fund Class R
3
2
1
0.001
ACEKX
Invesco Equity and Income Fund Class R5
3
2
1
0.001
ACETX
Invesco Equity and Income Fund Class Y
3
2
1
0.001
AMKAX
Invesco Moderate Allocation Fund Class A
3
2
1
0.001
AMKBX
Invesco Moderate Allocation Fund Class B
3
2
1
0.001
AMKCX
Invesco Moderate Allocation Fund Class C
3
2
1
0.001
AMKRX
Invesco Moderate Allocation Fund Class R
3
2
1
0.001
AMLIX
Invesco Moderate Allocation Fund Class R5
3
2
1
0.001
AMKSX
Invesco Moderate Allocation Fund Class S
3
2
1
0.001
ABKYX
Invesco Moderate Allocation Fund Class Y
3
2
1
0.001
Ivy Funds
IBNAX
Ivy Balanced Fund Class A
3
2
1
0.001
IBNBX
Ivy Balanced Fund Class B
3
2
1
0.001
IBNCX
Ivy Balanced Fund Class C
3
2
1
0.001
IYBIX
Ivy Balanced Fund Class I
3
2
1
0.001
IYBFX
Ivy Balanced Fund Class R
3
2
1
0.001
IBARX
Ivy Balanced Fund Class R6
3
2
1
0.001
IBNYX
Ivy Balanced Fund Class Y
3
2
1
0.001
Janus
JABLX
Janus Aspen Balanced Institutional Shares
3
2
1
0.001
JDBAX
Janus Balanced A Shs
3
2
1
0.001
JABCX
Janus Balanced C Shares
3
2
1
0.001
JANBX
Janus Balanced Fund D Shares
3
2
1
0.001
JABNX
Janus Balanced Fund N Shares
3
2
1
0.001
JABAX
Janus Balanced Fund T Shares
3
2
1
0.001
JBALX
Janus Balanced I Shares
3
2
1
0.001
JDBRX
Janus Balanced R Shs
3
2
1
0.001
JABRX
Janus Balanced S Shares
3
2
1
0.001
JPVAX
Perkins Value Plus Income Fund A Shares
3
2
1
0.001
JPVCX
Perkins Value Plus Income Fund C Shares
3
2
1
0.001
JPVDX
Perkins Value Plus Income Fund D Shares
3
2
1
0.001
JPVIX
Perkins Value Plus Income Fund I Shares
3
2
1
0.001
JPVSX
Perkins Value Plus Income Fund S Shares
3
2
1
0.001
JPVTX
Perkins Value Plus Income Fund T Shares
3
2
1
0.001
John Hancock
JBATX
John Hancock Balanced Fd Cl R2
3
2
1
0.001
JBAWX
John Hancock Balanced Fd Cl R6
3
2
1
0.001
SVBAX
John Hancock Balanced Fund Class A
3
2
1
0.001
SVBBX
John Hancock Balanced Fund Class B
3
2
1
0.001
SVBCX
John Hancock Balanced Fund Class C
3
2
1
0.001
SVBIX
John Hancock Balanced Fund Class I
3
2
1
0.001
JPLBX
John Hancock Fds II Lifestyle Balanced Fd Cl R1
3
2
1
0.001
JHLAX
John Hancock Fds II Lifestyle Balanced Fund Class 5
3
2
1
0.001
JBAOX
John Hancock Fds, Balanced Fd Class R1
3
2
1
0.001
JBAHX
John Hancock Fds, Balanced Fd Class R3
3
2
1
0.001
JBAFX
John Hancock Fds, Balanced Fd Class R4
3
2
1
0.001
JBAVX
John Hancock Fds, Balanced Fd Class R5
3
2
1
0.001
JCLBX
John Hancock Funds II Lifestyle Balanced Fund Class C
3
2
1
0.001
JILBX
John Hancock Funds II Lifestyle Balanced Fund Class 1
3
2
1
0.001
JALBX
John Hancock Funds II Lifestyle Balanced Fund Class A
3
2
1
0.001
JRLBX
John Hancock Funds II Lifestyle Balanced Fund Class R3
3
2
1
0.001
JSLBX
John Hancock Funds II Lifestyle Balanced Fund Class R4
3
2
1
0.001
JTSBX
John Hancock Funds II Lifestyle Balanced Fund Class R5
3
2
1
0.001
JULBX
John Hancock Funds II Lifestyle Balanced Port Cl R6
3
2
1
0.001
JQLBX
John Hancock Funds II Lifestyle Balanced Ptf Cl R2
3
2
1
0.001
JIBOX
John Hancock Funds II Lifestyle II Balanced Portfolio Cl 1
3
2
1
0.001
JIBRX
John Hancock Funds II Lifestyle II Balanced Portfolio Cl R6
3
2
1
0.001
JPMorgan
JDVAX
JPMorgan Diversified - A
3
2
1
0.001
JDVCX
JPMorgan Diversified - C
3
2
1
0.001
JDVSX
JPMorgan Diversified Fund - Select Share Class
3
2
1
0.001
JPDVX
JPMorgan Diversified Fund Institutional Shs
3
2
1
0.001
OIBFX
JPMorgan Investor Balanced Fund Select
3
2
1
0.001
OGIAX
JPMorgan Investor Balanced Fund Class A
3
2
1
0.001
OGBCX
JPMorgan Investor Balanced Fund Class C
3
2
1
0.001
ONGIX
JPMorgan Investor Growth & Income Fund Class A
3
2
1
0.001
ONGFX
JPMorgan Investor Growth & Income Fund Class I
3
2
1
0.001
ONECX
JPMorgan Investor Growth and Income Fund Class C
3
2
1
0.001
Lawson Kroeker Investment Management Inc
LKBLX
LK Balanced Fund Inst Cl
3
2
1
0.001
Legg Mason
SCGRX
QS Legg Mason Lifestyle Alloc 70% A
3
2
1
0.001
SGRBX
QS Legg Mason Lifestyle Alloc 70% B
3
2
1
0.001
SCGCX
QS Legg Mason Lifestyle Alloc 70% C
3
2
1
0.001
LLAIX
QS Legg Mason Lifestyle Alloc 70% I
3
2
1
0.001
LLMRX
QS Legg Mason Lifestyle Allocation 70% Cl R
3
2
1
0.001
LDFAX
QS LM Dynamic Multi-Strategy Fund A
3
2
1
0.001
LDYCX
QS LM Dynamic Multi-Strategy Fund C
3
2
1
0.001
LDIIX
QS LM Dynamic Multi-Strategy Fund I
3
2
1
0.001
Liberty Street
TNTAX
TOROSO Newfound Tactical Allocation Fund Class A Shares
3
2
1
0.001
TNTCX
TOROSO Newfound Tactical Allocation Fund Class C Shares
3
2
1
0.001
TNTNX
TOROSO Newfound Tactical Allocation Fund Institutional Class Shares
3
2
1
0.001
Lincoln Financial Group
PZFAX
Lincoln Presidential Managed Risk Moderate Fund Cl A
3
2
1
0.001
PZFCX
Lincoln Presidential Managed Risk Moderate Fund Cl C
3
2
1
0.001
PZFIX
Lincoln Presidential Managed Risk Moderate Fund Cl I
3
2
1
0.001
Lord Abbett
LABFX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class A
3
2
1
0.001
LABBX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class B
3
2
1
0.001
BFLAX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class C
3
2
1
0.001
BLAFX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class F
3
2
1
0.001
LABYX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class I
3
2
1
0.001
LABPX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class P
3
2
1
0.001
BLAQX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class R2
3
2
1
0.001
BLARX
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class R3
3
2
1
0.001
Madison Funds
MBLAX
Madison Diversified Income Fund Class A
3
2
1
0.001
MBLNX
Madison Diversified Income Fund Class B
3
2
1
0.001
MBLCX
Madison Diversified Income Fund Class C
3
2
1
0.001
MMDAX
Madison Moderate Allocation Fund Class A
3
2
1
0.001
MMDRX
Madison Moderate Allocation Fund Class B
3
2
1
0.001
MMDCX
Madison Moderate Allocation Fund Class C
3
2
1
0.001
MainStay
MBNAX
MainStay Balanced Fund Class A, a ser of the Eclipse Fds
3
2
1
0.001
MBNBX
MainStay Balanced Fund Class B, a ser of the Eclipse Fds
3
2
1
0.001
MBACX
MainStay Balanced Fund Class C
3
2
1
0.001
MBAIX
MainStay Balanced Fund Class I
3
2
1
0.001
MBNRX
MainStay Balanced Fund Class R1, a ser of the Eclipse Fds
3
2
1
0.001
MBCRX
MainStay Balanced Fund Class R2, a ser of the Eclipse Fds
3
2
1
0.001
MBDRX
MainStay Balanced Fund Class R3
3
2
1
0.001
MBINX
MainStay Balanced Fund Investor Class
3
2
1
0.001
MMRAX
MainStay Moderate Allocation Fund Class A
3
2
1
0.001
MMRBX
MainStay Moderate Allocation Fund Class B
3
2
1
0.001
MMRCX
MainStay Moderate Allocation Fund Class C
3
2
1
0.001
MMRIX
MainStay Moderate Allocation Fund Class I
3
2
1
0.001
MMRDX
MainStay Moderate Allocation Fund Investor Class
3
2
1
0.001
Mairs And Power
MAPOX
Mairs And Power Balance Fund
3
2
1
0.001
Manning And Napier
MNBRX
Manning & Napier Advisors, Inc. Pro-Blend Extended Srs R
3
2
1
0.001
MNBAX
Manning & Napier Fd, Inc. Pro-Blend Extended Term Srs Cl S
3
2
1
0.001
MNBIX
Manning & Napier Fd, Pro-Blend Extended Term Srs, Cl I
3
2
1
0.001
MSMAX
Manning & Napier Fd, Strategic Income Moderate Series Class I
3
2
1
0.001
MSMSX
Manning & Napier Fd, Strategic Income Moderate Series Class S
3
2
1
0.001
MNECX
Manning & Napier Fund, Inc. Pro-Blend Extended Term Series Class C
3
2
1
0.001
MassMutual
MMBLX
MassMutual Premier Balanced Fund Administrative Class
3
2
1
0.001
MMBDX
MassMutual Premier Balanced Fund Class A
3
2
1
0.001
MBBIX
MassMutual Premier Balanced Fund Class I
3
2
1
0.001
MMBRX
MassMutual Premier Balanced Fund Class R3
3
2
1
0.001
MBBRX
MassMutual Premier Balanced Fund Class R4
3
2
1
0.001
MBLDX
MassMutual Premier Balanced Fund Class R5
3
2
1
0.001
MBAYX
MassMutual Premier Balanced Fund Service Class
3
2
1
0.001
MRMLX
MassMutual RetireSMART Moderate Fund Administrative Class
3
2
1
0.001
MRMAX
MassMutual RetireSMART Moderate Fund Class A
3
2
1
0.001
MRMUX
MassMutual RetireSMART Moderate Fund Class I
3
2
1
0.001
MRMTX
MassMutual RetireSMART Moderate Fund Class R3
3
2
1
0.001
MRMZX
MassMutual RetireSMART Moderate Fund Class R4
3
2
1
0.001
MROSX
MassMutual RetireSMART Moderate Fund Class R5
3
2
1
0.001
MRMYX
MassMutual RetireSMART Moderate Fund Service Class
3
2
1
0.001
MFS
MSFRX
Massachusetts Financial Total Return Trust A
3
2
1
0.001
MAMAX
MFS Moderate Allocation Fund - Class A
3
2
1
0.001
MMABX
MFS Moderate Allocation Fund - Class B
3
2
1
0.001
MMACX
MFS Moderate Allocation Fund - Class C
3
2
1
0.001
MMAIX
MFS Moderate Allocation Fund - Class I
3
2
1
0.001
MARRX
MFS Moderate Allocation Fund Cl R2
3
2
1
0.001
MAMFX
MFS Moderate Allocation Fund Class R1
3
2
1
0.001
MAMHX
MFS Moderate Allocation Fund Class R3
3
2
1
0.001
MAMJX
MFS Moderate Allocation Fund Class R4
3
2
1
0.001
EAMDX
MFS Moderate Allocation Fund Share Class - 529A
3
2
1
0.001
EBMDX
MFS Moderate Allocation Fund Share Class - 529B
3
2
1
0.001
ECMAX
MFS Moderate Allocation Fund Share Class - 529C
3
2
1
0.001
MTRIX
MFS Series Trust V MFS Total Return Fund Class I
3
2
1
0.001
MTRCX
MFS Total Return Fund C
3
2
1
0.001
MTRRX
MFS Total Return Fund Cl R2
3
2
1
0.001
MSFFX
MFS Total Return Fund Class R1
3
2
1
0.001
MSFHX
MFS Total Return Fund Class R3
3
2
1
0.001
MSFJX
MFS Total Return Fund Class R4
3
2
1
0.001
MSFKX
MFS Total Return Fund Class R5
3
2
1
0.001
EATRX
MFS Total Return Fund Share Class - 529A
3
2
1
0.001
EBTRX
MFS Total Return Fund Share Class - 529B
3
2
1
0.001
ECTRX
MFS Total Return Fund Share Class - 529C
3
2
1
0.001
MTRBX
MFS Total Return Trust B
3
2
1
0.001
Nationwide
NWWFX
Nationwide Diverse Managers Fund Institutional Service Class
3
2
1
0.001
GMDIX
Nationwide Investor Destinastions Moderate Fd Insti Cl
3
2
1
0.001
NADMX
Nationwide Investor Destinations Moderate Class A
3
2
1
0.001
NCDMX
Nationwide Investor Destinations Moderate Class C
3
2
1
0.001
GMDRX
Nationwide Investor Destinations Moderate Fund Class R
3
2
1
0.001
NWWJX
Nationwide Investor Destinations Moderate Fund Institutional Service Class
3
2
1
0.001
NSDMX
Nationwide Investor Destinations Moderate Service Class
3
2
1
0.001
Natixis Funds
YIDPX
Natixis Diversified Income Fd Cl Y
3
2
1
0.001
IIDPX
Natixis Diversified Income Fund Class A
3
2
1
0.001
CIDPX
Natixis Diversified Income Fund Class C
3
2
1
0.001
Neiman Funds
NBAFX
Neiman Balanced Allocation Fund Class A
3
2
1
0.001
NBCFX
Neiman Balanced Allocation Fund Class C
3
2
1
0.001
New Century Portfolios
NCIPX
New Century I Portfolio
3
2
1
0.001
New Covenant
NCBGX
New Covenant Balanced Growth Fd
3
2
1
0.001
Northern Funds
BBALX
Northern Global Tactical Asset Allocation Fd
3
2
1
0.001
Nottingham
RAMDX
Roumell Opportunistic Value Fund Cl C
3
2
1
0.001
RAMVX
Roumell Opportunistic Value Fund Class A
3
2
1
0.001
RAMSX
Roumell Opportunistic Value Institutional Class
3
2
1
0.001
Nuveen
FSGNX
Nuveen Strategy Balanced Allocation Class A
3
2
1
0.001
FSKYX
Nuveen Strategy Balanced Allocation Fd Cl I
3
2
1
0.001
FSKSX
Nuveen Strategy Balanced Allocation Fund Cl R3
3
2
1
0.001
FSKCX
Nuveen Strategy Balanced Allocation Fund-Class C
3
2
1
0.001
FSNSX
Nuveen Strategy Growth Allocation Fund Class R3
3
2
1
0.001
FSNCX
Nuveen Strategy Growth Allocation Fund-Class C
3
2
1
0.001
FSGYX
Nuveen Strategy Growth Allocation Fund-Class I
3
2
1
0.001
Oakmark
OAKBX
Oakmark Equity and Income Fund Cl I
3
2
1
0.001
OARBX
Oakmark Equity and Income Fund Class II
3
2
1
0.001
OppenheimerFunds
OBMIX
Oppenheimer Moderate Investor Fund Class B Shs
3
2
1
0.001
OCMIX
Oppenheimer Moderate Investor Fund Class C Shs
3
2
1
0.001
ONMIX
Oppenheimer Moderate Investor Fund Class R Shs
3
2
1
0.001
OYMIX
Oppenheimer Moderate Investor Fund Class Y Shs
3
2
1
0.001
Osterweis
OSTVX
Osterweis Strategic Investment Fund
3
2
1
0.001
OutfitterFunds
OTFTX
Outfitter Fund
3
2
1
0.001
Pacific Financial
PFGDX
Pacific Financial Dynamic Allocation Fund - Institutional Class
3
2
1
0.001
PFLDX
Pacific Financial Dynamic Allocation Fund - Investor Class
3
2
1
0.001
FVMLX
Pacific Financial Faith & Values Based Moderate Fd Inv Cl
3
2
1
0.001
Pacific Funds
POMDX
Pacific Funds Portfolio Optimization Moderate - Advisor Class
3
2
1
0.001
POCAX
Pacific Funds Portfolio Optimization Moderate - Class A
3
2
1
0.001
POMBX
Pacific Funds Portfolio Optimization Moderate - Class B
3
2
1
0.001
POMCX
Pacific Funds Portfolio Optimization Moderate - Class C
3
2
1
0.001
POCRX
Pacific Funds Portfolio Optimization Moderate - Class R
3
2
1
0.001
Patriot
ATBIX
Ascendant Balanced Fd Cl I
3
2
1
0.001
ATBAX
Ascendant Balanced Fd Cl A
3
2
1
0.001
ATBTX
Ascendant Balanced Fd Cl C
3
2
1
0.001
Pax World
PAXWX
Pax World Balanced Fund
3
2
1
0.001
PAXIX
Pax World Balanced Fund Insti Class
3
2
1
0.001
PAXRX
Pax World Balanced Fund R Class
3
2
1
0.001
Pioneer Investments
AOBLX
Pioneer Classic Balanced Fund Class A
3
2
1
0.001
PCBCX
Pioneer Classic Balanced Fund Class C
3
2
1
0.001
AYBLX
Pioneer Classic Balanced Fund Class Y
3
2
1
0.001
PIALX
Pioneer Solutions- Balanced Fund- Class A
3
2
1
0.001
PIDCX
Pioneer Solutions- Balanced Fund- Class C
3
2
1
0.001
IMOYX
Pioneer Solutions- Balanced Fund- Class Y
3
2
1
0.001
PNC Funds
PBCCX
PNC Balanced Allocation Fd Cl C
3
2
1
0.001
PBAAX
PNC Balanced Allocation Fund Cl A
3
2
1
0.001
PBLIX
PNC Balanced Allocation Fund Class I
3
2
1
0.001
Poplar Forest Capital
PFCFX
Poplar Forest Cornerstone Fund - Class A
3
2
1
0.001
IPFCX
Poplar Forest Cornerstone Fund - Institutional Class
3
2
1
0.001
Praxis Mutual Funds
MBAPX
Praxis Balanced Allocation Ptf
3
2
1
0.001
Principal Funds
PSBVX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-2
3
2
1
0.001
SBBPX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl B
3
2
1
0.001
SCBPX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl C
3
2
1
0.001
PSBGX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-1
3
2
1
0.001
PBAPX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-3
3
2
1
0.001
PSBLX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-4
3
2
1
0.001
PSBFX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Cl R-5
3
2
1
0.001
PSBIX
Principal Fds, Inc. Strategic Asset Mgmt Balanced Ptf Insti Cl
3
2
1
0.001
PSAJX
Principal Fds, Inc. Strategy Asset Mgmt Balanced Ptf Cl J
3
2
1
0.001
Prudential Investments
PIBAX
Prudential Asset Allocation Fund Class A
3
2
1
0.001
PBFBX
Prudential Asset Allocation Fund Class B
3
2
1
0.001
PABCX
Prudential Asset Allocation Fund Class C
3
2
1
0.001
PALRX
Prudential Asset Allocation Fund Class R
3
2
1
0.001
PABFX
Prudential Asset Allocation Fund Class Z
3
2
1
0.001
PUDQX
Prudential Investment Portfolios 3
3
2
1
0.001
JDTAX
Prudential Moderate Allocation Fund Class A
3
2
1
0.001
JDMBX
Prudential Moderate Allocation Fund Class B
3
2
1
0.001
JDMCX
Prudential Moderate Allocation Fund Class C
3
2
1
0.001
JMARX
Prudential Moderate Allocation Fund Class R
3
2
1
0.001
JDMZX
Prudential Moderate Allocation Fund Class Z
3
2
1
0.001
PUDAX
Prudential Real Assets Fund Class A
3
2
1
0.001
PUDBX
Prudential Real Assets Fund Class B
3
2
1
0.001
PUDCX
Prudential Real Assets Fund Class C
3
2
1
0.001
PUDZX
Prudential Real Assets Fund Class Z
3
2
1
0.001
Putnam
PGEOX
George Putnam Balanced Class A
3
2
1
0.001
PGEBX
George Putnam Balanced Fund Class B
3
2
1
0.001
PGPCX
George Putnam Balanced Fund Class C
3
2
1
0.001
PGEMX
George Putnam Balanced Fund Class M
3
2
1
0.001
PGPRX
George Putnam Balanced Fund Class R
3
2
1
0.001
PGELX
George Putnam Balanced Fund Class R5
3
2
1
0.001
PGEJX
George Putnam Balanced Fund Class R6
3
2
1
0.001
PGEYX
George Putnam Balanced Fund Class Y
3
2
1
0.001
AABCX
Putnam Dynamic Asset Allocation Balanced Class C
3
2
1
0.001
PABMX
Putnam Dynamic Asset Allocation Balanced Class M
3
2
1
0.001
PABYX
Putnam Dynamic Asset Allocation Balanced Class Y
3
2
1
0.001
PAARX
Putnam Dynamic Asset Allocation Balanced Fd Cl R Shs
3
2
1
0.001
PAADX
Putnam Dynamic Asset Allocation Balanced Fd Cl R5
3
2
1
0.001
PAAEX
Putnam Dynamic Asset Allocation Balanced Fd Cl R6
3
2
1
0.001
PABAX
Putnam Dynamic Asset Allocation Fund Balanced A Shares
3
2
1
0.001
PABBX
Putnam Dynamic Asset Allocation Fund Balanced B Shares
3
2
1
0.001
Rainier
RAIBX
Rainier Balanced Fd Inst
3
2
1
0.001
RIMBX
Rainier Balanced Fd Original Cl
3
2
1
0.001
Regal
RTRTX
Regal Total Return Fund - Class A
3
2
1
0.001
RidgeWorth
SVMAX
RidgeWorth Fds Moderate Allocation Strategy A Shares
3
2
1
0.001
SVGLX
RidgeWorth Fds Moderate Allocation Strategy Fund C Shs
3
2
1
0.001
CLVBX
RidgeWorth Fds Moderate Allocation Strategy I Shares
3
2
1
0.001
RiverNorth Funds
RNCOX
RiverNorth Core Opportunity Fund
3
2
1
0.001
RNCIX
RiverNorth Core Opportunity Fund, Investor Class
3
2
1
0.001
Russell
RBLUX
Russell Balanced Strategy Fund - Class R4
3
2
1
0.001
RBLRX
Russell Investment Co. LifePoints Balanced Strategy Fd Cl R1
3
2
1
0.001
RBLAX
Russell Investment Company LifePoints Balanced Strategy Fd Cl A
3
2
1
0.001
RBLCX
Russell Investment Company LifePoints Balanced Strategy Fd Cl C
3
2
1
0.001
RBLEX
Russell Investment Company LifePoints Balanced Strategy Fd Cl E
3
2
1
0.001
RBLSX
Russell Investment Company LifePoints Balanced Strategy Fd Cl S
3
2
1
0.001
RX Funds
MGZAX
American Independence MAR Tactical Moderate Growth Fund - Class A
3
2
1
0.001
MGZCX
American Independence MAR Tactical Moderate Growth Fund - Class C
3
2
1
0.001
MGZIX
American Independence MAR Tactical Moderate Growth Fund - Institutional Class
3
2
1
0.001
FMLAX
Rx Tactical Rotation Fd Adv Cl
3
2
1
0.001
FMARX
Rx Tactical Rotation Fd Inst Cl
3
2
1
0.001
Scharf Investments
LOGOX
Scharf Balanced Opportunity Fund - Investor Class
3
2
1
0.001
Schwab Funds
SWOBX
Schwab Balanced Fund Investor Shares
3
2
1
0.001
SWBGX
Schwab MarketTrack Balanced Portfolio
3
2
1
0.001
SEI
SASDX
SEI Aggressive Strategy Fd Cl D
3
2
1
0.001
SSGAX
SEI Asset Allocation Tr, Aggressive Strategy Fd Class A
3
2
1
0.001
SMGAX
SEI Asset Allocation Tr, Tax Managed Conservative Strategy Fd Class A
3
2
1
0.001
STDAX
SEI Asset Allocation Tr, Tax Managed Defensive Strategy Fd Class A
3
2
1
0.001
SEAIX
SEI Asset Allocation Trust Aggressive Strategy Fund Cl I
3
2
1
0.001
Sentinel
SIBLX
Sentinel Balanced Fd Cl I
3
2
1
0.001
SEBLX
Sentinel Balanced Fd Class A
3
2
1
0.001
SBACX
Sentinel Balanced Fund Class C
3
2
1
0.001
Sextant Mutual Funds
SCORX
Sextant Core Fund
3
2
1
0.001
Sit
SIBAX
Sit Balanced Fund
3
2
1
0.001
Sound Mind
SMILX
Sound Mind Investing Balanced Fund
3
2
1
0.001
State Farm
STFBX
State Farm Balanced Fd
3
2
1
0.001
NBSAX
State Farm Equity & Bond Fund Class A Shares
3
2
1
0.001
NBSBX
State Farm Equity & Bond Fund Class B Shares
3
2
1
0.001
SEBIX
State Farm Equity & Bond Fund Institutional Shares
3
2
1
0.001
SLBAX
State Farm Equity & Bond Fund Legacy Class A Shares
3
2
1
0.001
SLBBX
State Farm Equity & Bond Fund Legacy Class B Shares
3
2
1
0.001
REBOX
State Farm Equity and Bond Fund Class R-1 Shs
3
2
1
0.001
REBTX
State Farm Equity and Bond Fund Class R-2 Shs
3
2
1
0.001
REBHX
State Farm Equity and Bond Fund Class R-3 Shs
3
2
1
0.001
Sterling Capital Funds
BAMGX
Sterling Capital Strategic Allocation Balanced Fund Class A
3
2
1
0.001
BBMGX
Sterling Capital Strategic Allocation Balanced Fund Class B
3
2
1
0.001
BCMCX
Sterling Capital Strategic Allocation Balanced Fund Class C
3
2
1
0.001
BCGTX
Sterling Capital Strategic Allocation Balanced Fund Insti Class
3
2
1
0.001
SunAmerica
FBAAX
Focused Balanced Strategy Portfolio Class A
3
2
1
0.001
FBACX
Focused Balanced Strategy Ptf Class C
3
2
1
0.001
FASAX
Focused Multi-Asset Strategy Portfolio - Class A
3
2
1
0.001
FMABX
Focused Multi-Asset Strategy Portfolio - Class B
3
2
1
0.001
FMATX
Focused Multi-Asset Strategy Portfolio Class C
3
2
1
0.001
FBABX
SunAmerica Focused Balanced Strategy Portfolio Class B
3
2
1
0.001
T Rowe Price
RPBAX
T. Rowe Price Balanced Fund, Inc.
3
2
1
0.001
PRWCX
T. Rowe Price Capital Appreciation Fund
3
2
1
0.001
PACLX
T. Rowe Price Capital Appreciation Fund Advisor Class
3
2
1
0.001
TRPBX
T. Rowe Price Personal Strategy Balanced Fund
3
2
1
0.001
Teton Westwood Funds
WEBCX
TETON Westwood Balanced Fund Class A
3
2
1
0.001
WEBAX
TETON Westwood Balanced Fund Class AAA
3
2
1
0.001
WBCCX
TETON Westwood Balanced Fund Class C
3
2
1
0.001
WBBIX
TETON Westwood Balanced Fund Class I
3
2
1
0.001
Thrivent
AABFX
Thrivent Balanced Income Plus Fund Class A
3
2
1
0.001
IBBFX
Thrivent Balanced Income Plus Fund Institutional Class
3
2
1
0.001
THMAX
Thrivent Moderate Allocation Fund Class A
3
2
1
0.001
TMAIX
Thrivent Moderate Allocation Fund Class I
3
2
1
0.001
TIAA-CREF Asset Management
TSIMX
TIAA-CREF Lifestyle Moderate Fd Instl
3
2
1
0.001
TSMPX
TIAA-CREF Lifestyle Moderate Fd Premier
3
2
1
0.001
TSMLX
TIAA-CREF Lifestyle Moderate Fd Retail
3
2
1
0.001
TSMTX
TIAA-CREF Lifestyle Moderate Fd Retirement
3
2
1
0.001
TIMIX
TIAA-CREF Managed Allocation Fd Institutional Class
3
2
1
0.001
TIMRX
TIAA-CREF Managed Allocation Fd Retail Class
3
2
1
0.001
TITRX
TIAA-CREF Managed Allocation Fd Retirement Class
3
2
1
0.001
Timothy Plan
TPDIX
Timothy Plan Defensive Strategies Fund - Class I
3
2
1
0.001
TPDAX
Timothy Plan Defensive Strategies Fund Class A
3
2
1
0.001
TPDCX
Timothy Plan Defensive Strategies Fund Class C
3
2
1
0.001
Touchstone
TBAIX
Touchstone Balanced Allocation Fd Inst Cl
3
2
1
0.001
Transamerica
IMLLX
Transamerica Asset Allocation - Moderate Growth Portfolio - Class C
3
2
1
0.001
IMLAX
Transamerica Asset Allocation - Moderate Growth Portfolio Class A
3
2
1
0.001
IMLBX
Transamerica Asset Allocation - Moderate Growth Portfolio Class B
3
2
1
0.001
IMGRX
Transamerica Asset Allocation Moderate Growth Portfolio Class R Shares
3
2
1
0.001
TMGIX
Transamerica Asset Allocation Moderate Growth Ptf Class I
3
2
1
0.001
DILHX
Transamerica Institutional Asset Allocation Intermediate/Long Horizon
3
2
1
0.001
IBLLX
Transamerica Multi-Managed Balanced Class C
3
2
1
0.001
IBABX
Transamerica Multi-Managed Balanced Class B
3
2
1
0.001
TBLIX
Transamerica Multi-Managed Balanced Class I
3
2
1
0.001
DVIBX
Transamerica Partners Balanced
3
2
1
0.001
DIBFX
Transamerica Partners Institutional Balanced
3
2
1
0.001
IBALX
TransamericaMulti-Managed Balanced Class A
3
2
1
0.001
Tributary Funds
FOBAX
Tributary Balanced Fd Instl
3
2
1
0.001
FOBPX
Tributary Balanced Fund Institutional Plus
3
2
1
0.001
Two Oaks Investment Management_ Inc
TWOCX
Two Oaks Diversified Growth & Income Fd
3
2
1
0.001
TWOAX
Two Oaks Diversified Growth and Income Fund Class A
3
2
1
0.001
UBS
KPAAX
UBS U.S. Allocation Fund Class C
3
2
1
0.001
PWTYX
UBS U.S. Allocation Fund Class P
3
2
1
0.001
PWTAX
UBS U.S. Allocation Fund Class A
3
2
1
0.001
USAA
USBSX
USAA Cornerstone Moderate Fund
3
2
1
0.001
USCRX
USAA Cornerstone Moderately Aggressive Fund
3
2
1
0.001
VALIC
VCAAX
VALIC Company I Asset Allocation Fund
3
2
1
0.001
VDAFX
VALIC Company I Dynamic Allocation Fund
3
2
1
0.001
VMGLX
VALIC Company Ii Moderate Growth Lifestyle Fund
3
2
1
0.001
Value Line
VLAAX
Value Line Asset Allocation Fund
3
2
1
0.001
VALIX
Value Line Income and Growth Fund, Inc.
3
2
1
0.001
Vanguard
VBIAX
Vanguard Balanced Index Fd Admiral Shs
3
2
1
0.001
VBAIX
Vanguard Balanced Index Fd Insti Shs
3
2
1
0.001
VBINX
Vanguard Balanced Index Fund
3
2
1
0.001
VSMGX
Vanguard Lifestrategy Moderate Growth Fund
3
2
1
0.001
VWENX
Vanguard Wellington Fund Admiral Shares
3
2
1
0.001
VWELX
Vanguard Wellington Income Fund
3
2
1
0.001
Vantagepoint Funds
VPDAX
Vantagepoint Diversifying Strategies Fund T Shs
3
2
1
0.001
VQTGX
Vantagepoint Model Port Traditional Growth Fd TM Shs
3
2
1
0.001
VPTGX
Vantagepoint Model Portfolio Traditional Growth Fd Inv M Shs
3
2
1
0.001
Victory
SBALX
Victory Balanced Fund Class A
3
2
1
0.001
VBFCX
Victory Balanced Fund Class C
3
2
1
0.001
VBFIX
Victory Balanced Fund Class I Shares
3
2
1
0.001
VBFGX
Victory Balanced Fund Class R
3
2
1
0.001
Villere
VILLX
Villere Balanced Fund
3
2
1
0.001
Virtus
PHBLX
Virtus Balanced Fund Class A
3
2
1
0.001
PBCBX
Virtus Balanced Fund Class B
3
2
1
0.001
PSBCX
Virtus Balanced Fund Class C
3
2
1
0.001
NBINX
Virtus Tactical Allocation Fund Class B
3
2
1
0.001
POICX
Virtus Tactical Allocation Fund Class C
3
2
1
0.001
NAINX
Virtus Tactical AllocationFund Class A
3
2
1
0.001
Voya
IBPIX
Voya Balanced Portfolio Initial
3
2
1
0.001
IBPSX
Voya Balanced Portfolio Service
3
2
1
0.001
IRMGX
Voya Retirement Moderate Growth Portfolio Adviser
3
2
1
0.001
IRGMX
Voya Retirement Moderate Growth Portfolio Initial
3
2
1
0.001
ISGAX
Voya Solution Balanced Portfolio Adviser
3
2
1
0.001
ISGJX
Voya Solution Balanced Portfolio Initial
3
2
1
0.001
ISGTX
Voya Solution Balanced Portfolio S2
3
2
1
0.001
ISGKX
Voya Solution Balanced Portfolio Service
3
2
1
0.001
ISMDX
Voya Strategic Allocation Moderate Portfolio Service
3
2
1
0.001
IIFAX
VY Franklin Income Portfolio Adviser
3
2
1
0.001
IIFIX
VY Franklin Income Portfolio Initial
3
2
1
0.001
IIFTX
VY Franklin Income Portfolio S2
3
2
1
0.001
IIFSX
VY Franklin Income Portfolio Service
3
2
1
0.001
IUAAX
VY Invesco Equity and Income Portfolio Adviser
3
2
1
0.001
IUAIX
VY Invesco Equity and Income Portfolio Initial
3
2
1
0.001
IVIPX
VY Invesco Equity and Income Portfolio S2
3
2
1
0.001
IUASX
VY Invesco Equity and Income Portfolio Service
3
2
1
0.001
ITRAX
VY T. Rowe Price Capital Appreciation Portfolio Adviser
3
2
1
0.001
ITRIX
VY T. Rowe Price Capital Appreciation Portfolio Initial
3
2
1
0.001
ITCTX
VY T. Rowe Price Capital Appreciation Portfolio S2
3
2
1
0.001
ITCSX
VY T. Rowe Price Capital Appreciation Portfolio Service
3
2
1
0.001
Waddell And Reed
WBLAX
InvestEd Balanced Portfolio Cl A
3
2
1
0.001
WACBX
Waddell & Reed Advisors Continental Income Fd Cl B
3
2
1
0.001
WACCX
Waddell & Reed Advisors Continental Income Fd Cl C
3
2
1
0.001
WACYX
Waddell & Reed Advisors Continental Income Fd Cl Y
3
2
1
0.001
UNCIX
Waddell & Reed Advisors Continental Income Fd Class A
3
2
1
0.001
Wells Fargo Funds
NVGRX
Wells Fargo Advantage Funds Growth Balanced Fund B Class
3
2
1
0.001
WFGBX
Wells Fargo Advantage Growth Balanced A Shs
3
2
1
0.001
WFGWX
Wells Fargo Advantage Growth Balanced C Shares
3
2
1
0.001
NVGBX
Wells Fargo Advantage Growth Balanced Fund Admin Cl
3
2
1
0.001
WBGBX
Wells Fargo Advantage Wealthbuilder Growth Balanced Portfolio
3
2
1
0.001
WesMark
WMBLX
WesMark Balanced Fund
3
2
1
0.001
Westwood
WHGIX
Westwood Income Opportunity Fd Inst Shs
3
2
1
0.001
WWIAX
Westwood Income Opportunity Fund A Shs
3
2
1
0.001
Williamsburg Investment Trust
JAMBX
Jamestown Balanced Fund (The) - Williamsburg Investment
3
2
1
0.001
Wilmington Funds
ARGIX
Wilmington Strategic Allocation Moderate Fund I Shs
3
2
1
0.001
ARBAX
Wilmington Strategic Allocation Moderate Fund Class A Shs
3
2
1
0.001
Wisconsin Capital Management
PLBBX
Plumb Balanced Fund
3
2
1
0.001
Worthington Funds
WVLEX
Worthington Value Line Equity Advantage Fund
3
2
1
0.001