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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
0.530
22
16
22
Allocation--30% to 50% Equity
0.640
9
5
7
Allocation--50% to 70% Equity
0.710
34
30
44
Allocation--50% to 70% Equity
0.700
21
11
25
Allocation--70% to 85% Equity
0.720
9
5
7
Target-Date 2000-2010
0.000
82
Target-Date 2000-2010
0.000
47
Target-Date 2015
0.000
20
Target-Date 2020
0.000
12
Target-Date 2025
0.000
12
Target-Date 2030
0.000
13
Target-Date 2035
0.000
7
Target-Date 2040
0.000
3
Target-Date 2045
0.000
9
Target-Date 2050
0.000
14
Target-Date 2055
0.000
14
Target-Date 2060
0.000
18
Target-Date Retirement
0.000
75
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
89
79
80
Target-Date 2000-2010
0.500
58
18
41
Target-Date 2015
0.540
27
6
32
Target-Date 2020
0.590
15
5
38
Target-Date 2025
0.630
17
7
25
Target-Date 2030
0.670
18
5
28
Target-Date 2035
0.720
13
1
15
Target-Date 2040
0.750
7
1
23
Target-Date 2045
0.750
13
6
28
Target-Date 2050
0.750
18
6
34
Target-Date 2055
0.750
22
12
38
Target-Date 2060
0.750
26
16
Target-Date 2065+
0.500
Target-Date 2015
0.280
Target-Date 2020
0.290
Target-Date 2025
0.300
Target-Date 2030
0.320
Target-Date 2035
0.330
Target-Date 2040
0.340
Target-Date 2045
0.340
Target-Date 2050
0.340
Target-Date 2055
0.340
Target-Date 2065+
0.340
Target-Date Retirement
0.260
Target-Date 2000-2010
0.260
Target-Date 2000-2010
0.270
Target-Date 2060
0.340
Target-Date Retirement
0.470
82
71
74
Target-Date 2000-2010
0.120
96
95
91
Target-Date 2000-2010
0.120
67
52
68
Target-Date 2015
0.120
35
30
73
Target-Date 2020
0.120
23
18
66
Target-Date 2025
0.120
26
26
43
Target-Date 2030
0.120
26
18
43
Target-Date 2035
0.120
19
12
32
Target-Date 2040
0.120
16
12
41
Target-Date 2045
0.120
22
20
40
Target-Date 2050
0.120
28
29
56
Target-Date 2055
0.120
30
32
53
Target-Date 2060
0.120
33
38
Target-Date 2065+
0.080
Target-Date Retirement
0.120
89
90
84
Target-Date 2020
0.470
60
46
43
Target-Date 2025
0.480
58
53
33
Target-Date 2030
0.280
Target-Date 2000-2010
0.500
77
44
20
Target-Date 2015
0.550
70
35
16
Target-Date 2020
0.590
49
23
18
Target-Date 2025
0.630
Target-Date Retirement
0.460
85
62
28
Allocation--50% to 70% Equity
0.520
4
2
3
Allocation--50% to 70% Equity
0.320
Allocation--70% to 85% Equity
0.120
13
14
7
Allocation--30% to 50% Equity
0.380
World Allocation
0.190
Allocation--50% to 70% Equity
0.320
Allocation--50% to 70% Equity
0.520
7
4
4
Allocation--70% to 85% Equity
0.730
24
66
10
Allocation--15% to 30% Equity
0.750
72
73
97
World Allocation
1.110
24
30
17
World Allocation
0.940
59
58
Allocation--70% to 85% Equity
0.840
70
70
50
Allocation--50% to 70% Equity
1.050
28
48
74
Allocation--50% to 70% Equity
1.960
99
Allocation--30% to 50% Equity
0.870
68
55
82
Allocation--85%+ Equity
0.810
22
9
8
World Allocation
0.730
82
63
39
Allocation--70% to 85% Equity
0.930
38
33
60
Allocation--30% to 50% Equity
0.610
57
25
25
Target-Date 2060
0.400
Target-Date 2020
0.400
80
80
Target-Date 2030
0.400
73
71
Target-Date 2040
0.400
50
73
Target-Date 2050
0.400
48
76
Target-Date 2055
0.400
52
76
Target-Date Retirement
0.290
67
64
65

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