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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
0.500
6
4
4
Allocation--50% to 70% Equity
0.320
5
Allocation--30% to 50% Equity
0.370
Allocation--30% to 50% Equity
0.200
Allocation--70% to 85% Equity
0.110
41
23
11
Allocation--50% to 70% Equity
0.320
7
Allocation--50% to 70% Equity
0.500
8
7
5
Allocation--70% to 85% Equity
0.720
13
7
3
Allocation--30% to 50% Equity
0.700
1
4
97
Global Allocation
1.110
33
21
7
Global Allocation
0.930
35
33
26
Global Allocation
0.850
Allocation--70% to 85% Equity
0.840
30
21
45
Allocation--70% to 85% Equity
0.840
1
11
45
Allocation--30% to 50% Equity
0.840
67
68
71
Allocation--85%+ Equity
0.730
75
55
24
Global Allocation
0.730
55
74
16
Allocation--70% to 85% Equity
0.890
49
41
54
Allocation--50% to 70% Equity
0.620
28
49
67
Target-Date 2025
0.450
77
84
72
Target-Date 2030
0.400
51
68
Target-Date 2035
0.450
56
70
70
Target-Date 2040
0.400
34
51
Target-Date 2045
0.450
40
61
79
Target-Date 2050
0.400
28
52
Target-Date 2055
0.400
8
27
Target-Date 2060
0.400
Target-Date Retirement
0.320
77
85
52
Target-Date 2020
0.400
61
81
Allocation--50% to 70% Equity
0.680
43
33
42
Allocation--50% to 70% Equity
0.850
73
72
75
Allocation--50% to 70% Equity
1.170
85
84
81
Allocation--30% to 50% Equity
1.200
80
79
73
Allocation--85%+ Equity
1.270
76
81
89
Allocation--70% to 85% Equity
1.220
77
78
77
Global Allocation
0.810
76
86
34
Allocation--85%+ Equity
0.790
95
97
91
Tactical Allocation
1.100
49
54
95
Allocation--70% to 85% Equity
0.000
8
Tactical Allocation
1.900
45
26
21
Global Allocation
1.110
76
84
82
Global Allocation
0.120
80
86
84
Global Allocation
0.700
74
73
66
Global Allocation
0.330
86
89
73
Global Allocation
0.210
46
54
22
Tactical Allocation
0.900
55
82
54
Allocation--50% to 70% Equity
0.940
30
17
14
Tactical Allocation
0.660
62
59
56
Tactical Allocation
0.630
48
48
37
Global Allocation
0.610
14
11
1
Allocation--30% to 50% Equity
0.810
16
8
11
Global Allocation
1.000
92
87
84
Tactical Allocation
0.810
39
50
Target-Date 2025
0.250
93
77
Target-Date 2030
0.270
94
81
78
Target-Date 2035
0.260
87
64
Target-Date 2040
0.270
62
51
66
Target-Date 2045
0.250
67
53
Target-Date 2050
0.270
66
58
44
Target-Date 2055
0.250
72
56
Target-Date 2060
0.250
61
Target-Date 2020
0.270
91
74
95
Allocation--50% to 70% Equity
1.460
27
17
16
Allocation--70% to 85% Equity
1.100
11
20
76
Allocation--30% to 50% Equity
1.410
77
85
Allocation--30% to 50% Equity
0.700
48
42
54
Tactical Allocation
0.830
63
71
93
Allocation--50% to 70% Equity
1.120
97
95
96
Tactical Allocation
0.860
31
19
38
Allocation--30% to 50% Equity
0.890
69
58
57
Allocation--15% to 30% Equity
0.860
40
49
61
Allocation--50% to 70% Equity
0.660
44
28
10
Allocation--50% to 70% Equity
0.820
Allocation--70% to 85% Equity
0.920
86
80
83
Target-Date 2015
0.750
87
87
97
Target-Date 2025
0.750
75
74
81
Target-Date 2035
0.740
74
72
77
Target-Date 2045
0.720
71
66
83
Target-Date 2055
0.750
70
68
86
Allocation--50% to 70% Equity
1.550
2
12
Convertibles
0.760
70
72
88
Allocation--30% to 50% Equity
0.550
45
29
Allocation--50% to 70% Equity
0.650
12
11
11
Allocation--30% to 50% Equity
0.640
24
7
2
Allocation--50% to 70% Equity
0.910
45
29
13
Allocation--30% to 50% Equity
1.060
74
71
99
Allocation--70% to 85% Equity
1.060
74
66
78
Allocation--50% to 70% Equity
1.030
85
81
88
Allocation--30% to 50% Equity
0.730
76
50
4
Global Allocation
0.910
5
14
96
Allocation--30% to 50% Equity
1.850
92
88
90
Allocation--50% to 70% Equity
1.190
48
41
43
Allocation--50% to 70% Equity
1.250
93
82
66
Tactical Allocation
0.990
66
49
Allocation--30% to 50% Equity
2.000
67
77
47
Allocation--50% to 70% Equity
1.010
Tactical Allocation
1.410
28
27
11
Allocation--85%+ Equity
1.360
84
95

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