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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 2030
0.390
42
38
29
Target-Date 2035
0.390
56
52
40
Target-Date 2040
0.390
39
34
28
Target-Date 2045
0.390
37
36
25
Target-Date 2050
0.390
49
49
29
Target-Date 2055
0.390
50
50
35
Target-Date 2060
0.390
45
49
Target-Date 2065+
0.160
Target-Date Retirement
0.390
22
32
23
Allocation--15% to 30% Equity
0.620
28
15
10
Allocation--70% to 85% Equity
0.600
43
41
55
Allocation--50% to 70% Equity
0.590
42
42
44
Allocation--30% to 50% Equity
0.600
13
11
14
Target-Date 2025
0.720
49
55
42
Target-Date 2030
0.720
45
55
29
Target-Date 2035
0.730
59
72
54
Target-Date 2040
0.730
48
65
34
Target-Date 2045
0.750
45
77
52
Target-Date 2050
0.760
57
81
46
Target-Date 2055
0.780
58
82
60
Target-Date 2060
0.780
66
84
Target-Date 2065+
0.780
Allocation--85%+ Equity
0.890
33
53
Allocation--50% to 70% Equity
0.800
51
52
47
Allocation--15% to 30% Equity
0.660
19
16
7
Target-Date Retirement
0.680
14
19
10
Allocation--70% to 85% Equity
0.850
44
52
50
Allocation--30% to 50% Equity
0.740
28
26
23
Allocation--30% to 50% Equity
0.710
53
47
24
Allocation--70% to 85% Equity
0.770
52
54
51
Allocation--50% to 70% Equity
0.750
65
62
53
Target-Date Retirement
0.230
49
46
Target-Date 2025
0.320
57
62
Target-Date 2030
0.280
35
44
Target-Date 2035
0.250
27
36
Target-Date 2040
0.290
13
24
Target-Date 2045
0.250
9
18
Target-Date 2050
0.280
12
30
Target-Date 2055
0.300
11
28
Target-Date 2060
0.250
9
22
Target-Date 2065+
0.290
Tactical Allocation
1.390
96
93
81
Global Allocation
0.250
100
Allocation--30% to 50% Equity
0.850
6
2
6
Tactical Allocation
1.660
50
46
Allocation--50% to 70% Equity
1.250
36
34
51
Allocation--30% to 50% Equity
0.840
56
27
16
Allocation--50% to 70% Equity
0.350
6
3
3
Allocation--50% to 70% Equity
0.750
57
57
79
Global Allocation
0.830
19
12
78
Allocation--50% to 70% Equity
2.500
Allocation--85%+ Equity
2.680
100
100
99

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