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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
0.790
52
25
27
World Allocation
1.350
31
37
58
Allocation--30% to 50% Equity
0.510
78
78
46
Tactical Allocation
1.210
92
91
Allocation--30% to 50% Equity
0.620
96
87
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
97
Target-Date 2020
0.490
84
Target-Date 2025
0.490
85
Target-Date 2030
0.490
89
Target-Date 2035
0.490
92
Target-Date 2040
0.490
91
Target-Date 2045
0.490
93
Target-Date 2055
0.490
76
Target-Date 2060
0.490
87
Target-Date 2065+
0.490
68
Target-Date Retirement
0.490
50
Target-Date 2050
0.490
89
Allocation--30% to 50% Equity
0.720
45
51
55
Allocation--15% to 30% Equity
0.660
44
24
47
Allocation--70% to 85% Equity
0.700
65
66
66
Allocation--85%+ Equity
0.750
83
75
75
Allocation--50% to 70% Equity
0.730
65
63
75
Allocation--15% to 30% Equity
0.820
Allocation--15% to 30% Equity
0.830
59
Allocation--30% to 50% Equity
0.840
Allocation--30% to 50% Equity
0.850
44
55
56
Allocation--50% to 70% Equity
0.870
Allocation--50% to 70% Equity
0.860
58
55
72
Allocation--70% to 85% Equity
0.900
52
43
44
Allocation--70% to 85% Equity
0.880
Allocation--85%+ Equity
0.900
43
Tactical Allocation
1.970
50
77
World Allocation
0.760
47
62
World Allocation
1.880
14
26
78
Allocation--50% to 70% Equity
1.100
14
35
34
World Allocation
1.130
27
43
76
Allocation--50% to 70% Equity
0.860
3
4
2
Tactical Allocation
2.690
93
96
Allocation--50% to 70% Equity
1.070
21
25
33
Allocation--15% to 30% Equity
0.530
56
37
Target-Date 2000-2010
0.370
51
47
Target-Date 2015
0.370
49
43
Target-Date 2020
0.360
44
39
Target-Date 2020
0.380
83
89
89
Target-Date 2025
0.350
27
15
Target-Date 2025
0.400
93
93
92
Target-Date 2030
0.330
23
18
Target-Date 2030
0.410
82
85
77
Target-Date 2035
0.320
28
19
Target-Date 2035
0.410
73
81
64
Target-Date 2040
0.320
27
21
Target-Date 2040
0.410
70
74
65
Target-Date 2045
0.320
28
23
Target-Date 2045
0.420
70
76
61
Target-Date 2050
0.320
35
33
Target-Date 2050
0.430
69
74
Target-Date 2055
0.320
38
37
Target-Date 2055
0.390
69
78
Target-Date 2060
0.320
42
52
Target-Date 2060
0.380
74
82
Target-Date 2065+
0.720
Target-Date 2065+
0.880
Target-Date Retirement
0.380
93
95
89
Allocation--85%+ Equity
0.680
46
39
Allocation--50% to 70% Equity
0.690
57
59
Allocation--15% to 30% Equity
0.700
26
48
Allocation--70% to 85% Equity
0.680
41
43
Allocation--30% to 50% Equity
0.710
37
41
Target-Date 2000-2010
0.550
44
25
34
Target-Date 2015
0.570
33
16
43
Target-Date 2020
0.590
24
10
32
Target-Date 2065+
0.710
Allocation--85%+ Equity
1.070
25
11
46
Allocation--15% to 30% Equity
0.880
30
30
42
Allocation--50% to 70% Equity
0.960
40
36
57
Allocation--70% to 85% Equity
1.010
19
16
35
Allocation--30% to 50% Equity
0.910
28
22
26
Allocation--15% to 30% Equity
0.490
51
World Allocation
0.750
41
Allocation--50% to 70% Equity
0.650
31
21
29
World Allocation
0.790
18
10
Allocation--30% to 50% Equity
0.600
62
35
31
Allocation--50% to 70% Equity
0.720
54
58
63
Allocation--30% to 50% Equity
0.720
48
51
59
Allocation--50% to 70% Equity
0.750
22
11
20
Allocation--85%+ Equity
0.750
12
10
8
Target-Date 2020
0.510
84
75
67
Target-Date 2025
0.530
76
69
39
Target-Date 2030
0.540
77
63
40
Target-Date 2035
0.550
64
49
30
Target-Date 2040
0.560
62
44
34

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