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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
0.820
14
31
Allocation--70% to 85% Equity
0.960
17
29
47
Global Allocation
1.150
17
51
Global Allocation
1.200
9
Allocation--50% to 70% Equity
1.000
94
100
100
Allocation--30% to 50% Equity
0.900
25
44
61
Global Allocation
1.150
44
46
42
Allocation--50% to 70% Equity
1.100
13
10
11
Allocation--30% to 50% Equity
1.000
16
27
34
Target-Date 2000-2010
0.470
81
84
86
Target-Date 2000-2010
0.490
58
60
48
Target-Date 2015
0.540
56
67
63
Target-Date 2020
0.580
59
61
57
Target-Date 2025
0.620
51
54
43
Target-Date 2030
0.660
47
47
37
Target-Date 2035
0.710
29
25
31
Target-Date 2040
0.750
24
27
36
Target-Date 2045
0.750
40
42
42
Target-Date 2050
0.750
40
46
50
Target-Date 2055
0.750
45
49
45
Target-Date 2060
0.750
49
58
Target-Date 2065+
0.500
36
Target-Date Retirement
0.470
64
70
71
Allocation--50% to 70% Equity
1.070
9
9
7
Target-Date 2000-2010
0.460
86
90
27
Target-Date 2015
0.460
80
84
38
Allocation--50% to 70% Equity
0.800
4
4
Target-Date Retirement
0.450
80
82
41
Allocation--15% to 30% Equity
0.510
17
18
27
Allocation--30% to 50% Equity
0.520
28
30
46
Allocation--30% to 50% Equity
0.520
11
13
15
Allocation--50% to 70% Equity
0.620
51
54
65
Allocation--50% to 70% Equity
0.680
42
46
44
Allocation--70% to 85% Equity
0.670
29
34
43
Allocation--85%+ Equity
0.700
19
26
37
Target-Date 2000-2010
0.000
71
72
Target-Date 2000-2010
0.000
47
44
Target-Date 2015
0.000
50
32
Target-Date 2020
0.000
45
44
Target-Date 2025
0.000
38
39
Target-Date 2030
0.000
26
26
Target-Date 2035
0.000
9
14
Target-Date 2040
0.000
8
11
Target-Date 2045
0.000
13
22
Target-Date 2050
0.000
14
21
Target-Date 2055
0.000
14
24
Target-Date 2060
0.000
20
29
Target-Date Retirement
0.000
48
51
Target-Date 2065+
0.000
24
Target-Date 2000-2010
0.470
75
85
85
Target-Date 2000-2010
0.490
48
62
43
Target-Date 2015
0.540
52
68
58
Target-Date 2020
0.580
41
62
53
Target-Date 2025
0.620
39
58
33
Target-Date 2030
0.660
29
48
34
Target-Date 2035
0.710
10
30
25
Target-Date 2040
0.750
10
29
33
Target-Date 2045
0.750
13
49
35
Target-Date 2050
0.750
12
51
38
Target-Date 2055
0.750
16
52
41
Target-Date 2060
0.750
21
61
Target-Date 2065+
0.500
8
Target-Date 2015
0.230
56
Target-Date 2020
0.240
58
Target-Date 2025
0.250
49
Target-Date 2030
0.260
42
Target-Date 2035
0.280
19
Target-Date 2040
0.290
14
Target-Date 2045
0.290
30
Target-Date 2050
0.290
30
Target-Date 2055
0.290
28
Target-Date 2065+
0.290
34
Target-Date Retirement
0.210
66
Target-Date 2000-2010
0.210
84
Target-Date 2000-2010
0.210
63
Target-Date 2060
0.290
33
Target-Date Retirement
0.470
61
76
70
Target-Date 2000-2010
0.120
90
78
95
Target-Date 2000-2010
0.120
77
54
63
Target-Date 2015
0.120
75
47
77
Target-Date 2020
0.120
70
52
74
Target-Date 2025
0.120
69
50
55
Target-Date 2030
0.120
65
37
48
Target-Date 2035
0.120
46
20
37
Target-Date 2040
0.120
43
18
40
Target-Date 2045
0.120
58
26
49
Target-Date 2050
0.120
61
26
55
Target-Date 2055
0.120
63
30
54
Target-Date 2060
0.120
65
35
Target-Date 2065+
0.080
72
Target-Date Retirement
0.120
73
60
87
Target-Date 2020
0.470
62
73
39
Target-Date 2025
0.480
62
79
45
Target-Date 2030
0.280
67
Target-Date 2000-2010
0.490
96
95
23
Target-Date 2015
0.530
91
94
46
Target-Date 2020
0.570
78
86
45
Target-Date 2025
0.610
64
Target-Date Retirement
0.460
57
74
15
Allocation--70% to 85% Equity
0.420

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