| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| MMPHX | Morgan Stanley Inst Multi-Asst H | 9.49 | 10.02 | NA | NA | NA |
| MMPPX | Morgan Stanley Inst Multi-Asst P | 9.38 | 9.91 | NA | NA | NA |
| MMPLX | Morgan Stanley Inst Multi-Asst L | 9.22 | 9.65 | NA | NA | NA |
| QTRAX | Quaker Global Tactical Allocation A | 9.13 | 15.88 | 21.78 | 12.73 | -3.56 |
| QTRCX | Quaker Global Tactical Allocation C | 8.80 | 15.48 | 20.70 | 11.90 | -4.31 |
| AAANX | Horizon Active Asset Allocation N Shares | 8.34 | 14.72 | 22.76 | NA | NA |
| DWTFX | Arrow DWA Tactical A | 8.14 | 12.24 | 19.21 | 8.82 | NA |
| DWTTX | Arrow DWA Tactical C | 7.87 | 11.79 | 18.34 | 8.00 | NA |
| INOAX | Ivy Asset Strategy New Opportunities A | 7.06 | 6.76 | 19.39 | 9.67 | NA |
| INOEX | Ivy Asset Strategy New Opportunities E | 7.06 | 6.86 | 19.39 | 9.67 | NA |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| LGMAX | Loomis Sayles Global Equity and Income A | 4.45 | 7.26 | 18.05 | 15.29 | 5.98 |
| LGMCX | Loomis Sayles Global Equity and Income C | 4.25 | 6.95 | 17.18 | 14.46 | 5.20 |
| VGLSX | VALIC Company I Global Strategy | 5.86 | 9.01 | 29.95 | 14.34 | 7.15 |
| HVIBX | American Funds Global Gr And Inc HLS IB | 6.69 | 10.84 | 27.93 | 14.09 | 2.97 |
| TIBMX | Thornburg Investment Income Builder R5 | 6.66 | 11.90 | 24.78 | 13.85 | 6.33 |
| RIRGX | American Funds Capital Inc Bldr R6 | 6.17 | 9.41 | 20.07 | 13.70 | NA |
| RIRFX | American Funds Capital Inc Bldr R5 | 6.17 | 9.39 | 20.03 | 13.65 | 3.77 |
| TIBAX | Thornburg Investment Income Builder A | 6.60 | 11.83 | 24.54 | 13.62 | 6.10 |
| CAIFX | American Funds Capital Inc Bldr F-2 | 6.14 | 9.36 | 19.95 | 13.59 | NA |
| CIRFX | American Funds Capital Inc Bldr 529F | 6.14 | 9.36 | 19.88 | 13.51 | 3.65 |
*Funds with the best performance in their category for the last 3 months
**Funds with the best performance in their category for the last 3 years
Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors
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