| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| MMPHX | Morgan Stanley Inst Multi-Asst H | 9.29 | 9.82 | NA | NA | NA |
| MMPPX | Morgan Stanley Inst Multi-Asst P | 9.19 | 9.72 | NA | NA | NA |
| MMPLX | Morgan Stanley Inst Multi-Asst L | 9.13 | 9.55 | NA | NA | NA |
| QTRAX | Quaker Global Tactical Allocation A | 9.13 | 15.88 | 21.61 | 12.30 | -3.56 |
| DWTFX | Arrow DWA Tactical A | 8.96 | 13.10 | 20.43 | 9.09 | NA |
| QTRCX | Quaker Global Tactical Allocation C | 8.94 | 15.62 | 20.67 | 11.50 | -4.29 |
| DWTTX | Arrow DWA Tactical C | 8.84 | 12.80 | 19.56 | 8.32 | NA |
| AAANX | Horizon Active Asset Allocation N Shares | 8.53 | 14.92 | 23.22 | NA | NA |
| HVIBX | American Funds Global Gr And Inc HLS IB | 7.63 | 11.82 | 28.84 | 14.42 | 2.90 |
| SRPAX | Salient Risk Parity A | 7.61 | 8.56 | NA | NA | NA |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| LGMAX | Loomis Sayles Global Equity and Income A | 4.56 | 7.38 | 17.87 | 15.03 | 6.00 |
| HVIBX | American Funds Global Gr And Inc HLS IB | 7.63 | 11.82 | 28.84 | 14.42 | 2.90 |
| LGMCX | Loomis Sayles Global Equity and Income C | 4.37 | 7.07 | 17.01 | 14.16 | 5.22 |
| VGLSX | VALIC Company I Global Strategy | 6.03 | 9.18 | 30.40 | 14.13 | 7.18 |
| TIBMX | Thornburg Investment Income Builder R5 | 6.74 | 11.98 | 25.03 | 13.75 | 6.35 |
| TIBAX | Thornburg Investment Income Builder A | 6.68 | 11.91 | 24.79 | 13.52 | 6.12 |
| RIRGX | American Funds Capital Inc Bldr R6 | 6.33 | 9.58 | 20.46 | 13.45 | NA |
| RIRFX | American Funds Capital Inc Bldr R5 | 6.34 | 9.56 | 20.39 | 13.40 | 3.80 |
| CAIFX | American Funds Capital Inc Bldr F-2 | 6.31 | 9.54 | 20.31 | 13.34 | NA |
| TIBGX | Thornburg Investment Income Builder R4 | 6.67 | 11.80 | 24.60 | 13.31 | 5.97 |
*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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