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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
0.710
37
31
48
Allocation--50% to 70% Equity
0.700
26
12
31
Allocation--70% to 85% Equity
0.720
10
4
9
Target-Date 2000-2010
0.000
78
Target-Date 2000-2010
0.000
41
Target-Date 2015
0.000
19
Target-Date 2020
0.000
11
Target-Date 2025
0.000
10
Target-Date 2030
0.000
11
Target-Date 2035
0.000
8
Target-Date 2040
0.000
4
Target-Date 2045
0.000
10
Target-Date 2050
0.000
16
Target-Date 2055
0.000
16
Target-Date 2060
0.000
18
Target-Date Retirement
0.000
72
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
90
80
80
Target-Date 2000-2010
0.500
58
17
42
Target-Date 2015
0.540
26
6
42
Target-Date 2020
0.590
18
5
39
Target-Date 2025
0.630
17
6
27
Target-Date 2030
0.670
19
5
31
Target-Date 2035
0.720
14
1
22
Target-Date 2040
0.750
12
3
31
Target-Date 2045
0.750
16
6
31
Target-Date 2050
0.750
22
9
40
Target-Date 2055
0.750
25
11
Target-Date 2060
0.750
24
19
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
83
75
72
Target-Date 2000-2010
0.120
92
95
92
Target-Date 2000-2010
0.120
64
58
68
Target-Date 2015
0.120
28
27
71
Target-Date 2020
0.120
20
18
66
Target-Date 2025
0.120
21
28
47
Target-Date 2030
0.120
21
17
45
Target-Date 2035
0.120
18
10
34
Target-Date 2040
0.120
15
14
44
Target-Date 2045
0.120
21
20
42
Target-Date 2050
0.120
29
27
58
Target-Date 2055
0.120
28
29
Target-Date 2060
0.120
28
36
Target-Date 2065+
0.080
Target-Date Retirement
0.120
88
86
83
Target-Date 2020
0.470
63
52
43
Target-Date 2025
0.480
65
51
38
Target-Date 2030
0.280
Target-Date 2000-2010
0.500
81
43
25
Target-Date 2015
0.550
70
33
18
Target-Date 2020
0.590
46
22
27
Target-Date 2025
0.630
Target-Date Retirement
0.460
86
61
29
Allocation--50% to 70% Equity
0.520
3
3
4
Allocation--50% to 70% Equity
0.320
Allocation--70% to 85% Equity
0.110
10
12
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
6
6
5
Allocation--70% to 85% Equity
0.730
12
54
5
Allocation--15% to 30% Equity
0.750
51
54
98
World Allocation
1.110
30
30
16
World Allocation
0.940
68
64
Allocation--70% to 85% Equity
0.840
71
69
49
Allocation--50% to 70% Equity
1.050
56
74
84
Allocation--50% to 70% Equity
1.960
100
Allocation--30% to 50% Equity
0.870
70
60
83
Allocation--85%+ Equity
0.810
25
14
8
Allocation--70% to 85% Equity
0.730
97
94
91
Allocation--70% to 85% Equity
0.930
45
37
59
Allocation--30% to 50% Equity
0.610
37
12
25
Target-Date 2060
0.450
Target-Date 2020
0.400
93
83
Target-Date 2030
0.400
81
78
Target-Date 2040
0.400
63
82
Target-Date 2050
0.400
61
86
Target-Date 2055
0.400
63
89
Target-Date Retirement
0.290
66
67
65
Allocation--50% to 70% Equity
0.680
57
72
53
Allocation--50% to 70% Equity
0.880
73
66
84

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