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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
0.510
1
3
4
Allocation--50% to 70% Equity
0.320
Allocation--30% to 50% Equity
0.370
Allocation--30% to 50% Equity
0.200
Allocation--70% to 85% Equity
0.110
11
10
6
Allocation--50% to 70% Equity
0.320
Allocation--50% to 70% Equity
0.510
4
4
5
Allocation--70% to 85% Equity
0.720
13
21
5
Allocation--15% to 30% Equity
0.700
3
4
61
Global Allocation
1.110
17
22
9
Global Allocation
0.930
57
63
Global Allocation
0.850
Allocation--70% to 85% Equity
0.840
21
36
40
Allocation--70% to 85% Equity
0.840
3
33
64
Allocation--30% to 50% Equity
0.840
76
67
78
Allocation--85%+ Equity
0.730
54
34
11
Global Allocation
0.730
70
84
19
Allocation--70% to 85% Equity
0.890
52
32
56
Allocation--30% to 50% Equity
0.620
8
11
6
Target-Date 2060
0.400
Target-Date 2020
0.400
77
82
Target-Date 2030
0.400
70
71
Target-Date 2040
0.400
57
62
Target-Date 2050
0.400
56
60
Target-Date 2055
0.400
59
65
Target-Date Retirement
0.320
62
71
51
Allocation--50% to 70% Equity
0.680
50
55
48
Allocation--50% to 70% Equity
0.850
80
71
83
Allocation--50% to 70% Equity
1.190
90
89
84
Allocation--30% to 50% Equity
1.210
81
77
71
Allocation--85%+ Equity
1.300
90
90
92
Allocation--70% to 85% Equity
1.250
84
81
78
Global Allocation
0.810
81
86
26
Allocation--85%+ Equity
0.790
93
96
93
Tactical Allocation
1.100
26
30
84
Tactical Allocation
1.900
43
34
21
Global Allocation
0.960
95
94
90
Global Allocation
0.310
95
91
92
Global Allocation
0.630
82
83
75
Global Allocation
0.160
98
98
87
Global Allocation
0.430
60
58
31
Tactical Allocation
0.900
24
44
32
Allocation--50% to 70% Equity
0.940
18
13
13
Tactical Allocation
0.660
54
56
56
Tactical Allocation
0.630
31
32
28
Allocation--30% to 50% Equity
0.810
12
16
13
Global Allocation
1.000
79
80
81
Tactical Allocation
0.810
85
93
Target-Date 2025
0.250
73
79
Target-Date 2030
0.270
80
83
70
Target-Date 2035
0.260
74
79
Target-Date 2040
0.270
46
59
59
Target-Date 2045
0.250
60
64
Target-Date 2050
0.270
62
64
42
Target-Date 2055
0.250
65
63
Target-Date 2060
0.250
63
Target-Date 2020
0.270
71
78
83
Allocation--85%+ Equity
1.150
58
58
21
Allocation--15% to 30% Equity
0.780
21
24
22
Target-Date 2015
0.800
44
52
51
Target-Date 2020
0.480
36
44
Target-Date 2025
0.850
54
62
34
Target-Date 2030
0.520
53
58
Target-Date 2035
0.890
70
75
40
Target-Date 2040
0.570
63
64
Target-Date 2045
0.920
82
84
54
Target-Date 2050
0.580
74
70
Target-Date 2055
0.920
86
90
70
Target-Date 2060
0.590
Allocation--50% to 70% Equity
0.920
71
77
63
Allocation--70% to 85% Equity
1.020
74
72
60
Allocation--30% to 50% Equity
0.830
37
40
25
Allocation--50% to 70% Equity
0.280
70
70
58
Allocation--50% to 70% Equity
0.600
63
67
58
Allocation--50% to 70% Equity
1.460
19
13
23
Allocation--70% to 85% Equity
1.100
22
74
87
Allocation--15% to 30% Equity
1.410
14
26
Allocation--30% to 50% Equity
0.690
35
33
62
Tactical Allocation
0.800
80
86
Allocation--30% to 50% Equity
1.130
87
85
Tactical Allocation
0.870
45
30
45
Allocation--30% to 50% Equity
0.980
57
39
50
Allocation--15% to 30% Equity
0.910
71
67
83
Allocation--50% to 70% Equity
0.660
53
39
16
Global Allocation
0.820
Allocation--70% to 85% Equity
1.080
83
71
83
Target-Date 2015
0.750
89
89
92
Target-Date 2025
0.750
75
71
78
Target-Date 2035
0.740
74
69
81
Target-Date 2045
0.720
71
63
86
Target-Date 2055
0.750
68
57
86
Allocation--30% to 50% Equity
1.610
1
1
Convertibles
0.760
70
79
88
Allocation--30% to 50% Equity
0.550
62
48

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