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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 Retirement
0.680
13
14
Allocation--50% to 70% Equity
0.950
39
36
28
Allocation--50% to 70% Equity
1.080
18
29
4
Allocation--30% to 50% Equity
0.900
29
27
14
Allocation--85%+ Equity
1.780
13
11
48
Allocation--30% to 50% Equity
1.830
52
52
73
Allocation--70% to 85% Equity
1.810
55
41
63
Allocation--15% to 30% Equity
1.810
78
81
94
Allocation--50% to 70% Equity
1.820
62
61
78
Target-Date 2000-2010
0.600
90
99
99
Target-Date 2015
0.140
85
97
97
Target-Date 2020
0.600
87
95
99
Target-Date 2025
0.140
77
90
89
Target-Date 2030
0.490
87
96
89
Target-Date 2035
0.140
88
93
86
Target-Date 2040
0.600
92
94
92
Target-Date 2045
0.140
92
94
83
Target-Date 2050
0.140
91
91
86
Target-Date 2055
0.140
92
93
Target-Date 2060
0.140
90
91
Target-Date Retirement
0.600
64
92
94
Tactical Allocation
1.690
35
Allocation--50% to 70% Equity
1.280
66
80
66
Allocation--30% to 50% Equity
0.840
10
20
7
Allocation--70% to 85% Equity
0.750
1
7
1
Allocation--50% to 70% Equity
0.740
90
89
95
World Allocation
0.830
69
89
91
Allocation--50% to 70% Equity
2.510
Allocation--70% to 85% Equity
1.260
88
92
91
Allocation--85%+ Equity
3.100
88
90
98

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