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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
0.680
67
77
56
Allocation--50% to 70% Equity
0.880
65
62
83
Allocation--50% to 70% Equity
1.190
77
80
79
Allocation--30% to 50% Equity
1.210
68
72
65
Allocation--85%+ Equity
1.300
86
87
91
Allocation--70% to 85% Equity
1.250
75
74
70
World Allocation
0.790
96
88
59
Allocation--85%+ Equity
0.780
93
95
91
Tactical Allocation
1.100
66
75
90
Tactical Allocation
1.850
25
30
19
World Allocation
0.960
94
94
87
World Allocation
0.280
93
90
90
World Allocation
0.590
44
48
66
World Allocation
0.000
98
96
World Allocation
0.450
32
26
19
Tactical Allocation
0.900
31
33
38
Allocation--50% to 70% Equity
0.970
10
11
14
Tactical Allocation
0.690
40
51
45
Tactical Allocation
0.630
21
28
24
Allocation--30% to 50% Equity
0.810
14
21
11
World Allocation
1.010
58
73
80
Tactical Allocation
0.820
97
99
Target-Date 2025
0.260
52
Target-Date 2030
0.270
67
86
61
Target-Date 2035
0.260
48
Target-Date 2040
0.260
27
83
55
Target-Date 2045
0.260
37
Target-Date 2050
0.270
47
79
41
Target-Date 2055
0.250
50
Target-Date 2060
0.250
51
Target-Date 2020
0.270
39
87
80
Tactical Allocation
1.710
80
70
Allocation--85%+ Equity
1.150
58
59
21
Allocation--15% to 30% Equity
0.780
41
25
35
Target-Date 2015
0.800
64
59
61
Target-Date 2020
0.470
52
54
Target-Date 2025
0.840
62
63
37
Target-Date 2030
0.520
59
56
Target-Date 2035
0.890
74
65
42
Target-Date 2040
0.560
64
49
Target-Date 2045
0.920
81
72
50
Target-Date 2050
0.570
71
59
Target-Date 2055
0.930
85
76
75
Target-Date 2060
0.580
Allocation--50% to 70% Equity
0.920
71
70
64
Allocation--70% to 85% Equity
1.010
69
68
56
Allocation--30% to 50% Equity
0.830
55
39
33
Allocation--50% to 70% Equity
0.280
58
56
Allocation--50% to 70% Equity
0.600
57
59
52
Target-Date 2020
0.600
28
36
47
Target-Date 2025
0.600
56
76
61
Target-Date 2030
0.600
81
82
67
Target-Date 2035
0.620
90
88
68
Target-Date 2040
0.640
86
78
65
Target-Date 2045
0.650
90
84
67
Target-Date 2050
0.660
88
81
77
Target-Date 2055
0.660
92
83
89
Target-Date 2060
0.660
Allocation--50% to 70% Equity
1.470
9
15
21
Allocation--50% to 70% Equity
1.140
81
60
83
Allocation--15% to 30% Equity
1.480
55
27
Allocation--30% to 50% Equity
0.690
48
63
72
Tactical Allocation
0.800
57
85
Allocation--30% to 50% Equity
1.130
89
88
Tactical Allocation
0.870
71
40
59
Allocation--30% to 50% Equity
1.020
35
22
44
Allocation--15% to 30% Equity
0.940
73
59
81
Allocation--50% to 70% Equity
0.680
54
52
World Allocation
0.950
Allocation--70% to 85% Equity
1.130
63
59
72
Target-Date 2015
0.750
88
85
92
Target-Date 2025
0.750
76
71
76
Target-Date 2035
0.750
80
67
82
Target-Date 2045
0.750
80
64
91
Target-Date 2055
0.750
80
60
Allocation--30% to 50% Equity
1.700
1
Allocation--50% to 70% Equity
0.000
Tactical Allocation
0.900
64
82
Tactical Allocation
1.520
55
69
Convertibles
0.770
75
78
88
Target-Date 2020
0.610
77
78
93
Target-Date 2025
0.660
66
78
87
Target-Date 2030
0.680
66
77
88
Target-Date 2035
0.700
71
81
90
Target-Date 2040
0.720
66
67
82
Target-Date 2045
0.740
68
54
74
Target-Date 2050
0.760
44
20
48
Target-Date 2055
0.780
20
3
Target-Date 2060
0.780
Target-Date Retirement
0.580
58
53
55
Allocation--30% to 50% Equity
0.590
89
66
Allocation--50% to 70% Equity
0.670
18
26
15
Allocation--30% to 50% Equity
0.670
12
19
4
Allocation--50% to 70% Equity
0.930
23
20
18
Allocation--30% to 50% Equity
1.090
73
69
98
World Allocation
0.920
91
84
99
Allocation--70% to 85% Equity
1.110
61
54
76
Allocation--50% to 70% Equity
1.070
75
72
90
Allocation--30% to 50% Equity
0.730
80
40
5

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