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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--85%+ Equity
1.360
84
95
Tactical Allocation
2.900
2
5
16
Tactical Allocation
1.300
13
Tactical Allocation
0.780
52
42
88
Allocation--85%+ Equity
1.000
28
54
34
Tactical Allocation
1.960
90
99
100
Allocation--50% to 70% Equity
1.400
62
98
94
Allocation--70% to 85% Equity
0.760
81
79
74
Tactical Allocation
1.120
63
57
69
Allocation--70% to 85% Equity
0.780
12
29
20
Global Allocation
1.320
42
57
31
Allocation--30% to 50% Equity
0.610
90
86
52
Allocation--30% to 50% Equity
0.610
100
100
96
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
94
Target-Date 2020
0.490
80
Target-Date 2025
0.490
84
Target-Date 2030
0.490
89
Target-Date 2035
0.490
88
Target-Date 2040
0.490
93
Target-Date 2045
0.490
99
Target-Date 2050
0.490
96
Target-Date 2055
0.490
94
Target-Date 2060
0.490
95
Target-Date 2065+
0.490
88
Target-Date Retirement
0.490
45
Allocation--30% to 50% Equity
0.640
75
74
80
Allocation--30% to 50% Equity
0.650
90
90
91
Allocation--70% to 85% Equity
0.680
86
83
86
Allocation--85%+ Equity
0.700
89
90
78
Allocation--50% to 70% Equity
0.660
88
85
76
Tactical Allocation
1.860
34
57
Allocation--50% to 70% Equity
0.850
4
2
1
Allocation--50% to 70% Equity
1.030
30
25
28
Allocation--30% to 50% Equity
0.530
73
77
Target-Date 2000-2010
0.370
56
39
Target-Date 2015
0.370
61
63
Target-Date 2020
0.360
56
49
Target-Date 2025
0.350
26
27
Target-Date 2025
0.400
86
89
92
Target-Date 2030
0.330
21
28
Target-Date 2030
0.410
87
87
86
Target-Date 2035
0.320
25
28
Target-Date 2035
0.410
90
86
82
Target-Date 2040
0.320
21
23
Target-Date 2040
0.410
87
83
81
Target-Date 2045
0.320
24
26
Target-Date 2045
0.420
90
83
84
Target-Date 2050
0.320
25
29
Target-Date 2050
0.430
89
83
83
Target-Date 2055
0.320
26
33
Target-Date 2055
0.390
89
84
Target-Date 2060
0.320
31
37
Target-Date 2060
0.380
87
83
Target-Date 2065+
0.320
Target-Date 2065+
0.380
Target-Date Retirement
0.380
85
88
93
Allocation--85%+ Equity
0.670
49
36
Allocation--50% to 70% Equity
0.680
76
70
Allocation--15% to 30% Equity
0.710
71
64
Allocation--70% to 85% Equity
0.670
60
52
Allocation--30% to 50% Equity
0.710
61
48
Target-Date 2000-2010
0.550
14
29
31
Target-Date 2015
0.570
25
28
30
Target-Date 2020
0.590
20
38
26
Target-Date 2025
0.610
10
29
14
Target-Date 2030
0.620
10
38
15
Target-Date 2035
0.640
18
46
19
Target-Date 2040
0.630
14
43
27
Target-Date 2045
0.630
18
49
27
Target-Date 2050
0.650
24
54
30
Target-Date 2055
0.600
20
53
Target-Date 2060
0.590
23
60
Target-Date 2065+
0.640
Allocation--85%+ Equity
1.040
26
44
43
Allocation--15% to 30% Equity
0.860
47
50
35
Allocation--50% to 70% Equity
0.940
52
59
57
Allocation--70% to 85% Equity
0.990
35
50
42
Allocation--30% to 50% Equity
0.890
31
35
28
Global Allocation
0.730
56
Allocation--50% to 70% Equity
0.650
27
38
30
Global Allocation
0.780
47
39
11
Allocation--30% to 50% Equity
0.600
78
66
37
Allocation--50% to 70% Equity
0.720
44
45
51
Allocation--30% to 50% Equity
0.700
34
30
41
Allocation--50% to 70% Equity
0.730
16
28
19
Allocation--85%+ Equity
0.750
8
10
5
Target-Date 2020
0.470
83
88
75
Target-Date 2025
0.480
80
82
40
Target-Date 2030
0.490
82
80
37
Target-Date 2035
0.510
53
70
33
Target-Date 2040
0.520
48
66
29
Target-Date 2045
0.520
41
64
29
Target-Date 2050
0.520
44
67
31
Target-Date 2055
0.520
48
70
42
Target-Date 2060
0.420
49
68
Target-Date 2015
0.190
98
97
Target-Date 2020
0.190
82
86
78
Target-Date 2025
0.190
79
77
51

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