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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--50% to 70% Equity
0.990
5
3
22
Allocation--30% to 50% Equity
0.620
57
14
17
Allocation--50% to 70% Equity
0.740
67
59
62
World Allocation
0.900
23
15
21
Allocation--30% to 50% Equity
0.980
25
30
Allocation--30% to 50% Equity
0.830
17
26
World Allocation
0.850
38
60
54
Target-Date 2025
0.390
33
41
40
Target-Date 2030
0.390
40
39
Target-Date 2035
0.390
40
41
39
Target-Date 2040
0.390
30
39
Target-Date 2045
0.390
30
43
32
Target-Date 2050
0.390
51
55
Target-Date 2055
0.390
49
54
33
Target-Date 2060
0.390
47
64
Target-Date 2065+
0.150
Target-Date Retirement
0.390
21
30
8
Allocation--15% to 30% Equity
0.600
5
18
20
Allocation--70% to 85% Equity
0.590
46
56
51
Allocation--50% to 70% Equity
0.580
44
48
51
Allocation--30% to 50% Equity
0.590
15
16
17
Target-Date 2025
0.720
34
36
43
Target-Date 2030
0.720
43
37
Target-Date 2035
0.730
57
44
52
Target-Date 2040
0.730
41
41
Target-Date 2045
0.750
56
53
45
Target-Date 2050
0.760
64
59
Target-Date 2055
0.780
61
60
44
Target-Date 2060
0.800
71
73
Target-Date 2065+
0.800
Allocation--85%+ Equity
0.890
50
46
Allocation--50% to 70% Equity
0.800
49
46
53
Allocation--15% to 30% Equity
0.660
9
13
27
Target-Date Retirement
0.680
12
15
9
Allocation--70% to 85% Equity
0.880
38
42
46
Allocation--30% to 50% Equity
0.740
27
27
29
Allocation--30% to 50% Equity
0.710
42
38
20
Allocation--70% to 85% Equity
0.770
34
38
40
Allocation--50% to 70% Equity
0.750
55
53
52
Target-Date Retirement
0.240
36
34
Target-Date 2025
0.280
53
48
Target-Date 2030
0.260
43
45
Target-Date 2035
0.240
34
37
Target-Date 2040
0.270
30
39
Target-Date 2045
0.260
27
39
Target-Date 2050
0.270
36
47
Target-Date 2055
0.240
34
49
Target-Date 2060
0.250
34
60
Target-Date 2065+
0.310
Tactical Allocation
1.370
73
70
World Allocation
0.250
91
Allocation--30% to 50% Equity
0.850
12
20
15
World Allocation
1.380
96
95
Allocation--50% to 70% Equity
1.130
72
76
91
Allocation--70% to 85% Equity
1.120
24
10
3
Allocation--15% to 30% Equity
0.860
39
7
5
Target-Date 2015
0.680
54
37
Target-Date 2020
0.680
43
26
Target-Date 2025
0.680
41
18
Target-Date 2030
0.680
27
20
Target-Date 2035
0.680
36
28
Target-Date 2040
0.680
64
52
Target-Date 2045
0.680
68
63
Target-Date 2050
0.680
69
62
Target-Date 2055
0.680
66
67
Target-Date 2060
0.680
75
77
Target-Date Retirement
0.680
19
14
Allocation--50% to 70% Equity
0.950
40
40
26
Allocation--50% to 70% Equity
1.080
18
34
5
Allocation--30% to 50% Equity
0.900
20
29
14
Allocation--85%+ Equity
1.780
80
73
95
Allocation--30% to 50% Equity
1.830
51
54
78
Allocation--70% to 85% Equity
1.810
47
49
65
Allocation--15% to 30% Equity
1.810
81
85
98
Allocation--50% to 70% Equity
1.820
62
64
82
Target-Date 2000-2010
0.600
97
99
99
Target-Date 2015
0.140
88
97
97
Target-Date 2020
0.600
86
95
99
Target-Date 2025
0.140
77
89
88
Target-Date 2030
0.490
88
95
90
Target-Date 2035
0.140
90
93
89
Target-Date 2040
0.600
94
93
91
Target-Date 2045
0.140
92
94
82
Target-Date 2050
0.140
92
91
83
Target-Date 2055
0.140
94
92
Target-Date 2060
0.140
91
91
Target-Date Retirement
0.600
69
93
94
Tactical Allocation
1.690
27
Allocation--50% to 70% Equity
1.280
71
78
69
Allocation--30% to 50% Equity
0.840
11
17
7
Allocation--70% to 85% Equity
0.750
2
4
1
Allocation--50% to 70% Equity
0.750
91
90
97
World Allocation
0.830
83
97
92
Allocation--50% to 70% Equity
3.650
Allocation--85%+ Equity
1.190
13
27
Allocation--70% to 85% Equity
1.260
93
91
90
Allocation--85%+ Equity
3.100
89
89
98

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