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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 %
Allocation--30% to 50% Equity
0.230
31
21
10
Allocation--50% to 70% Equity
0.240
22
17
9
Global Allocation
1.110
19
17
4
Allocation--70% to 85% Equity
1.000
93
91
94
Convertibles
0.710
5
1
2
Global Allocation
1.600
Global Allocation
0.720
33
36
49
Tactical Allocation
0.550
32
40
38
Allocation--30% to 50% Equity
0.910
3
1
1
Allocation--50% to 70% Equity
0.990
23
9
48
Allocation--30% to 50% Equity
0.620
82
67
14
Allocation--50% to 70% Equity
0.730
48
58
53
Global Allocation
0.900
31
22
22
Global Allocation
0.980
61
51
Allocation--30% to 50% Equity
0.830
24
19
Global Allocation
0.850
48
56
53
Target-Date 2025
0.390
31
37
32
Target-Date 2030
0.390
36
40
33
Target-Date 2035
0.390
44
49
36
Target-Date 2040
0.390
26
33
33
Target-Date 2045
0.390
25
37
28
Target-Date 2050
0.390
34
47
34
Target-Date 2055
0.390
35
47
37
Target-Date 2060
0.390
31
47
Target-Date 2065+
0.160
Target-Date Retirement
0.390
24
28
16
Allocation--15% to 30% Equity
0.620
14
10
24
Allocation--70% to 85% Equity
0.600
33
40
49
Allocation--50% to 70% Equity
0.590
33
37
45
Allocation--30% to 50% Equity
0.600
12
11
16
Target-Date 2025
0.720
35
44
39
Target-Date 2030
0.720
37
47
36
Target-Date 2035
0.730
51
58
55
Target-Date 2040
0.730
31
48
40
Target-Date 2045
0.750
41
60
51
Target-Date 2050
0.760
54
63
49
Target-Date 2055
0.780
56
67
61
Target-Date 2060
0.780
62
72
Target-Date 2065+
0.780
Allocation--85%+ Equity
0.890
25
41
Allocation--50% to 70% Equity
0.800
42
46
49
Allocation--15% to 30% Equity
0.660
15
13
17
Target-Date Retirement
0.680
16
19
14
Allocation--70% to 85% Equity
0.850
29
45
46
Allocation--30% to 50% Equity
0.740
25
26
24
Allocation--30% to 50% Equity
0.710
43
43
20
Allocation--70% to 85% Equity
0.770
32
48
39
Allocation--50% to 70% Equity
0.750
49
56
49
Target-Date Retirement
0.240
34
35
Target-Date 2025
0.400
36
47
Target-Date 2030
0.280
23
37
Target-Date 2035
0.270
20
29
Target-Date 2040
0.300
7
22
Target-Date 2045
0.280
1
13
Target-Date 2050
0.280
2
20
Target-Date 2055
0.280
2
22
Target-Date 2060
0.250
1
18
Target-Date 2065+
0.300
Tactical Allocation
1.360
91
71
75
Global Allocation
0.250
96
Allocation--30% to 50% Equity
0.850
11
7
12
Tactical Allocation
1.660
37
42
Allocation--50% to 70% Equity
1.250
37
55
71
Allocation--30% to 50% Equity
0.840
14
21
11
Allocation--50% to 70% Equity
0.350
1
5
3
Allocation--50% to 70% Equity
0.750
64
72
86
Global Allocation
0.830
16
9
73
Allocation--50% to 70% Equity
2.500
Allocation--70% to 85% Equity
1.250
100
99
99
Allocation--85%+ Equity
2.680
96
96
99

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