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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
1.240
97
95
73
Tactical Allocation
1.090
72
74
Allocation--50% to 70% Equity
2.000
67
77
47
Allocation--50% to 70% Equity
1.000
Tactical Allocation
1.510
16
13
Allocation--85%+ Equity
1.370
98
96
Allocation--85%+ Equity
0.940
62
5
1
Tactical Allocation
2.900
9
10
9
Tactical Allocation
1.270
Tactical Allocation
0.780
47
90
88
Allocation--85%+ Equity
1.100
74
83
49
Tactical Allocation
1.950
22
96
100
Allocation--50% to 70% Equity
1.410
98
96
95
Allocation--70% to 85% Equity
0.860
60
54
64
Tactical Allocation
1.080
54
71
40
Allocation--50% to 70% Equity
0.790
57
35
28
World Allocation
1.350
29
37
57
Allocation--30% to 50% Equity
0.510
83
87
55
Allocation--30% to 50% Equity
0.620
100
94
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
98
Target-Date 2020
0.490
85
Target-Date 2025
0.490
80
Target-Date 2030
0.490
88
Target-Date 2035
0.490
92
Target-Date 2040
0.490
91
Target-Date 2045
0.490
94
Target-Date 2050
0.490
90
Target-Date 2055
0.490
87
Target-Date 2060
0.490
89
Target-Date 2065+
0.490
83
Target-Date Retirement
0.490
50
Allocation--30% to 50% Equity
0.720
42
56
59
Allocation--15% to 30% Equity
0.660
40
27
44
Allocation--70% to 85% Equity
0.700
69
66
70
Allocation--85%+ Equity
0.750
82
72
78
Allocation--50% to 70% Equity
0.730
63
63
74
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
45
53
58
Allocation--50% to 70% Equity
0.870
Allocation--50% to 70% Equity
0.860
52
44
70
Allocation--70% to 85% Equity
0.900
52
28
49
Allocation--70% to 85% Equity
0.880
Allocation--85%+ Equity
0.900
36
Tactical Allocation
1.970
80
89
Allocation--50% to 70% Equity
0.860
2
5
1
Tactical Allocation
2.690
99
97
Allocation--50% to 70% Equity
1.070
17
24
22
Allocation--15% to 30% Equity
0.530
39
46
Target-Date 2000-2010
0.370
34
56
Target-Date 2015
0.370
38
50
Target-Date 2020
0.360
31
38
Target-Date 2025
0.350
18
16
Target-Date 2025
0.400
94
94
93
Target-Date 2030
0.330
16
16
Target-Date 2030
0.410
79
87
78
Target-Date 2035
0.320
21
18
Target-Date 2035
0.410
68
82
64
Target-Date 2040
0.320
23
17
Target-Date 2040
0.410
70
74
63
Target-Date 2045
0.320
25
23
Target-Date 2045
0.420
69
77
61
Target-Date 2050
0.320
31
36
Target-Date 2050
0.430
69
75
70
Target-Date 2055
0.320
35
41
Target-Date 2055
0.390
69
77
Target-Date 2060
0.320
39
52
Target-Date 2060
0.380
72
85
Target-Date 2065+
0.720
Target-Date 2065+
0.880
Target-Date Retirement
0.380
94
95
91
Allocation--85%+ Equity
0.680
43
42
Allocation--50% to 70% Equity
0.690
53
63
Allocation--15% to 30% Equity
0.700
25
57
Allocation--70% to 85% Equity
0.680
41
49
Allocation--30% to 50% Equity
0.710
37
48
Target-Date 2000-2010
0.550
27
27
29
Target-Date 2015
0.570
17
18
33
Target-Date 2020
0.590
17
11
27
Target-Date 2065+
0.710
Allocation--85%+ Equity
1.070
19
17
37
Allocation--15% to 30% Equity
0.880
20
34
42
Allocation--50% to 70% Equity
0.960
36
35
53
Allocation--70% to 85% Equity
1.010
19
18
32
Allocation--30% to 50% Equity
0.910
22
23
26
Allocation--15% to 30% Equity
0.490
26
World Allocation
0.740
37
Allocation--50% to 70% Equity
0.650
25
22
29
World Allocation
0.790
15
13
15

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