| In-house fund of funds | Performance vs. benchmark (annualized %) | Alarm status | Benchmark used | ||
|---|---|---|---|---|---|
| 12 Mo. | 3 Yrs. | 5 Yrs. | |||
| Fidelity Freedom 2000 (FFFBX) | 7.69 | 2.99 | 0.22 | NO-ALARM | Vang Bal Idx |
| Fidelity Freedom 2010 (FFFCX) | 0.27 | 2.8 | 1.23 | NO-ALARM | Vang Bal Idx |
| Fidelity Freedom 2020 (FFFDX) | 6.21 | 5.07 | -0.19 | Vang 500 Idx | |
| Fidelity Freedom 2030 (FFFEX) | 2.03 | 4.01 | -0.88 | Vang 500 Idx | |
| Fidelity Freedom 2040 (FFFFX) | -0.91 | NA | NA | Vang 500 Idx | |
| Fidelity Freedom Income (FFFAX) | 12.06 | 2.37 | -1.43 | Vang Bal Idx | |
| First Amer Strategy Agg A (FAAGX) | 2.34 | 2.33 | -4.61 | Vang 500 Idx | |
| First Amer Strategy Grth & Inc A (FSGNX) | -1.23 | -0.6 | -3.23 | 3 ALARM | Vang Bal Idx |
| First Amer Strategy Grth A (FAGSX) | -6.95 | -0.88 | -3.43 | 3 ALARM | Vang Bal Idx |
| Franklin Templeton Con Tgt A (FTCIX) | 6.24 | 3.18 | NA | Vang Bal Idx | |
| Franklin Templeton Con Tgt C (FTCCX) | 5.48 | 2.49 | NA | Vang Bal Idx | |
| Franklin Templeton Gr Tgt A (FGTIX) | 1 | 5.13 | NA | Vang 500 Idx | |
| Franklin Templeton Gr Tgt C (FTGTX) | 0.47 | 4.34 | NA | Vang 500 Idx | |
| Franklin Templeton Mod Tgt A (FMTIX) | -2.07 | 2.41 | NA | Vang Bal Idx | |
| Franklin Templeton Mod Tgt C (FTMTX) | -2.67 | 1.65 | NA | Vang Bal Idx | |
| Schwab MarketTrack All Eqty (SWEGX) | 1.72 | 0.45 | NA | Vang 500 Idx | |
| Schwab MarketTrack Balanced (SWBGX) | 0.96 | -0.33 | -1.67 | Vang Bal Idx | |
| Schwab MarketTrack Conserv (SWCGX) | 8.29 | 0.74 | -1.69 | Vang Bal Idx | |
| Schwab MarketTrack Growth (SWHGX) | 8.28 | 2.03 | -2.8 | Vang 500 Idx | |
| T. Rowe Price Spectrum Grth (PRSGX) | 7.81 | 4.22 | -2.42 | Vang 500 Idx | |
| T. Rowe Price Spectrum Intl (PSILX) | 1.27 | 2.78 | NA | Schwab Intl Idx | |
| TIAA-CREF Managed Alloc (TIMAX) | -5.74 | -0.82 | NA | Vang Bal Idx | |
| Vanguard LifeStrat Cons Grth (VSCGX) | 7.43 | 0.84 | -0.53 | Vang Bal Idx | |
| Vanguard LifeStrat Growth (VASGX) | 6.78 | 1.37 | -2.05 | Vang 500 Idx | |
| Vanguard LifeStrat Income (VASIX) | 15.53 | 2.18 | -0.42 | Vang Bal Idx | |
| Vanguard LifeStrat Mod Grth (VSMGX) | -0.03 | -0.66 | -0.64 | 3 ALARM | Vang Bal Idx |
| Vanguard STAR (VGSTX) | 7.62 | 2.77 | 0.94 | NO-ALARM | Vang Bal Idx |
| WM Str Asset Mgmt Cons GrowA (SAGPX) | 10.68 | 11.59 | 0.16 | NO-ALARM | Vang 500 Idx |
| WM Str Asset Mgmt Cons GrowB (SBGPX) | 10.06 | 10.64 | -0.72 | Vang 500 Idx | |
| WM Str Asset Mgmt Str Grow A (SACAX) | 5.96 | 10.9 | 1.3 | NO-ALARM | Vang 500 Idx |
| WM Str Asset Mgmt Str Grow B (SBCAX) | 5.3 | 10.07 | 0.46 | NO-ALARM | Vang 500 Idx |
| Go-anywhere fund of funds | Performance vs. benchmark (annualized %) | Alarm status | Benchmark used | ||
|---|---|---|---|---|---|
| 12 Mo. | 3 Yrs. | 5 Yrs. | |||
| Fifth Third Wrldwd Adv (MXSPX) | 0.89 | 9.57 | 8.58 | NO-ALARM | Schwab Intl Idx |
| First Amer Strategy Global Grth S (FGEYX) | NA | NA | NA | Schwab Intl Idx | |
| First Amer Strategy Global Grth Y (SINTX) | 2.42 | 3.74 | NA | Schwab Intl Idx | |
| Flex-funds Aggressive Growth (FLAGX) | 0.02 | NA | NA | Vang 500 Idx | |
| Flex-funds Dynamic Growth (FLDGX) | 3.59 | NA | NA | Vang 500 Idx | |
| Integrity Fund of Funds (IFOFX) | -9.83 | -5.19 | -9.24 | 3 ALARM | Vang 500 Idx |
| Markman Aggressive Alloc (MMAGX) | -28.8 | -8.49 | -10.27 | 3 ALARM | Vang 500 Idx |
| Markman Conservative Alloc (MMCGX) | -15.95 | -5.47 | -6.61 | 3 ALARM | Vang Bal Idx |
| Markman Moderate Alloc (MMMGX) | -28.83 | -10.8 | -8.58 | 3 ALARM | Vang Bal Idx |
| Maxim Aggressive Profile II (-) | -0.58 | NA | NA | Vang 500 Idx | |
| Maxim Moderate II (-) | 10.68 | NA | NA | Vang 500 Idx | |
| Maxim Moderately Agg II (-) | 4.18 | NA | NA | Vang 500 Idx | |
| Maxim Moderately Conserv II (-) | -0.53 | NA | NA | Vang Bal Idx | |
| New Century Capital (NCCPX) | -2.77 | 2.26 | -1.99 | Vang 500 Idx | |
| Schwab MarketManager Bal (SWOBX) | -3.27 | 1.65 | NA | Vang Bal Idx | |
| Schwab MarketManager Growth (SWOGX) | 2.18 | 3.52 | NA | Vang 500 Idx | |
| Schwab MarketManager Intl (SWOIX) | 5.17 | 13.19 | 7.41 | NO-ALARM | Schwab Intl Idx |
| Schwab MarketManager Sm Cap (SWOSX) | -7.93 | -0.24 | NA | Vang SmCap Idx | |
| STAAR Alternative Categories (-) | 5.37 | 5.34 | -6.99 | Vang 500 Idx | |
| STAAR International (-) | 5.55 | 2.47 | -1.19 | Schwab Intl Idx | |
| STAAR Larger Co Stock (-) | -2.59 | 0.79 | -3.64 | Vang 500 Idx | |
| STAAR Smaller Co Stock (-) | -2.25 | 3.83 | 0.51 | Vang SmCap Idx | |