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Asset Allocation Funds

Funds in balanced categories offer investors a mix of stocks and bonds to provide capital appreciation, income, diversification, or specific allocations based on planned retirement dates. This group also includes funds that invest in convertibles, which act a bit like stocks and a bit like bonds.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Target-Date 2045
0.450
Target-Date 2050
0.450
Target-Date 2055
0.450
Target-Date 2060
0.450
Target-Date 2065+
0.450
Target-Date Retirement
0.450
Target-Date 2025
0.650
97
97
98
Target-Date 2030
0.650
99
99
92
Target-Date 2035
0.650
98
99
85
Target-Date 2040
0.650
92
96
70
Target-Date 2045
0.650
87
94
51
Target-Date 2050
0.650
75
84
36
Target-Date 2055
0.650
68
81
31
Target-Date 2060
0.650
58
76
Target-Date 2065+
0.900
Target-Date Retirement
0.650
99
98
90
Global Allocation
2.260
Tactical Allocation
1.590
Allocation--50% to 70% Equity
0.980
59
35
Tactical Allocation
1.660
Tactical Allocation
1.570
5
4
Allocation--50% to 70% Equity
1.680
Tactical Allocation
1.650
1
1
Tactical Allocation
2.270
98
100
Allocation--15% to 30% Equity
2.160
99
99
Global Allocation
1.880
89
Allocation--15% to 30% Equity
1.800
95
87
77
Convertibles
0.990
Allocation--70% to 85% Equity
0.640
81
86
88
Allocation--50% to 70% Equity
3.310
87
83
97
Allocation--50% to 70% Equity
1.260
96
92
100
Allocation--50% to 70% Equity
1.380
96
96
94
Allocation--70% to 85% Equity
1.420
89
91
87
Allocation--70% to 85% Equity
1.410
89
91
92
Allocation--15% to 30% Equity
1.170
94
94
92
Allocation--30% to 50% Equity
1.280
98
99
97
Global Allocation
0.940
95
95
Allocation--30% to 50% Equity
0.580
94
95
Global Allocation
0.750
29
22
Global Allocation
1.400
43
28
8
Allocation--15% to 30% Equity
1.120
45
58
59
Allocation--50% to 70% Equity
1.170
75
52
34
Allocation--30% to 50% Equity
1.330
60
50
56
Allocation--85%+ Equity
1.340
49
46
55
Allocation--30% to 50% Equity
0.770
100
100
92
Allocation--50% to 70% Equity
1.370
87
85
84
Allocation--85%+ Equity
1.330
47
43
53
Allocation--30% to 50% Equity
1.250
67
63
76
Allocation--70% to 85% Equity
1.170
80
67
31
Tactical Allocation
1.170
82
60
68
Allocation--15% to 30% Equity
0.620
53
72
97
Tactical Allocation
0.800
90
86
60
Allocation--15% to 30% Equity
0.900
4
5
100
Allocation--85%+ Equity
1.330
43
40
50
Allocation--50% to 70% Equity
2.220
Allocation--50% to 70% Equity
0.850
18
11
14
Tactical Allocation
1.410
59
66
Allocation--70% to 85% Equity
1.570
30
63
Allocation--70% to 85% Equity
1.640
47
Allocation--30% to 50% Equity
1.430
9
Allocation--50% to 70% Equity
1.590
37
Allocation--50% to 70% Equity
1.640
39
Allocation--50% to 70% Equity
1.480
51
Allocation--50% to 70% Equity
1.000
8
17
Allocation--50% to 70% Equity
0.500
54
38
37
Allocation--85%+ Equity
0.500
26
34
17
Allocation--50% to 70% Equity
0.480
63
61
61
Allocation--30% to 50% Equity
0.480
48
44
47
Allocation--70% to 85% Equity
0.500
36
36
33
Target-Date 2000-2010
0.310
56
64
67
Target-Date 2000-2010
0.080
46
40
Target-Date 2015
0.330
71
80
85
Target-Date 2015
0.080
53
58
Target-Date 2020
0.340
74
76
63
Target-Date 2020
0.080
60
56
Target-Date 2025
0.430
62
69
40
Target-Date 2025
0.080
36
33
Target-Date 2030
0.500
66
72
40
Target-Date 2030
0.080
32
28
Target-Date 2035
0.560
74
81
48
Target-Date 2035
0.080
38
36
Target-Date 2040
0.600
79
86
47
Target-Date 2040
0.080
41
34
Target-Date 2045
0.640
83
90
Target-Date 2045
0.080
37
35
Target-Date 2050
0.670
78
87
Target-Date 2050
0.080
29
25
Target-Date 2055
0.680
79
87
Target-Date 2055
0.080
24
17
Target-Date 2060
0.690
74
86
Target-Date 2060
0.080
20
13
Target-Date 2065+
0.680
Target-Date 2065+
0.080
Allocation--30% to 50% Equity
0.370
85
84
94
Allocation--15% to 30% Equity
0.220
82
85
83
Allocation--30% to 50% Equity
0.510
68
69
65
Tactical Allocation
2.120
48
20
7
Tactical Allocation
1.010
27
13
Allocation--50% to 70% Equity
0.570
48
42
83
Global Allocation
0.750
90
71
71

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