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Asset Allocation ETFs

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.

Name
Ticker
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
Tactical Allocation
1.540
13
5
2
Active
Allocation--50% to 70% Equity
1.170
Active
Allocation--70% to 85% Equity
1.030
Active
Allocation--30% to 50% Equity
0.780
13
Active
Allocation--70% to 85% Equity
1.250
91
Passive
Allocation--30% to 50% Equity
0.880
95
Passive
Convertibles
0.320
Active
Tactical Allocation
2.450
18
42
44
Passive
World Allocation
3.830
16
88
Active
World Allocation
0.750
6
97
100
Passive
Tactical Allocation
1.660
44
76
67
Active
Tactical Allocation
0.690
Active
Tactical Allocation
0.680
Active
Tactical Allocation
0.690
Active
Tactical Allocation
0.670
Active
Tactical Allocation
0.680
Active
Allocation--70% to 85% Equity
0.690
Active
Allocation--30% to 50% Equity
0.690
Active
Allocation--50% to 70% Equity
0.690
Active
World Allocation
0.370
39
35
43
Active
World Allocation
0.930
25
77
68
Active
Tactical Allocation
0.480
34
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.620
80
72
Active
Allocation--30% to 50% Equity
0.370
100
Active
World Allocation
0.850
17
6
7
Active
World Allocation
1.950
Active
Allocation--30% to 50% Equity
0.550
Passive
World Allocation
0.820
Active
Allocation--50% to 70% Equity
1.150
Active
World Allocation
2.910
3
10
Active
Tactical Allocation
0.810
11
37
Passive
Convertibles
0.950
6
32
36
Active
Allocation--30% to 50% Equity
0.870
64
95
96
Active
Tactical Allocation
1.120
81
52
Active
Allocation--70% to 85% Equity
2.820
9
99
98
Passive
World Allocation
0.750
87
Passive
Allocation--85%+ Equity
1.270
10
100
100
Passive
Allocation--50% to 70% Equity
0.820
Active
Allocation--50% to 70% Equity
0.320
27
45
Active
Allocation--15% to 30% Equity
2.340
1
1
1
Passive
Allocation--15% to 30% Equity
0.360
40
15
Active
Allocation--70% to 85% Equity
0.300
15
38
Active
Allocation--30% to 50% Equity
0.330
32
25
Active
Allocation--70% to 85% Equity
0.940
2
95
87
Passive
World Allocation
0.670
95
86
98
Passive
Tactical Allocation
0.420
99
98
100
Passive
Convertibles
0.200
1
7
1
Passive
Allocation--70% to 85% Equity
0.250
65
47
43
Passive
Allocation--30% to 50% Equity
0.250
96
64
78
Passive
Allocation--50% to 70% Equity
0.250
78
61
64
Passive
Allocation--30% to 50% Equity
0.250
79
42
45
Passive
Allocation--70% to 85% Equity
0.180
54
Passive
World Allocation
0.180
95
Passive
World Allocation
0.180
62
Passive
World Allocation
0.180
89
Passive
Allocation--30% to 50% Equity
0.600
90
98
97
Passive
Tactical Allocation
0.790
68
Active
Tactical Allocation
1.320
Passive
World Allocation
1.360
Passive
Allocation--50% to 70% Equity
0.680
15
100
100
Passive
Allocation--50% to 70% Equity
0.600
5
86
Passive
Tactical Allocation
0.850
40
90
Passive
Allocation--15% to 30% Equity
0.490
7
65
10
Active
Allocation--30% to 50% Equity
0.510
59
Active
Tactical Allocation
3.650
25
19
Active
Convertibles
0.400
12
41
28
Passive
Allocation--50% to 70% Equity
0.350
30
75
75
Active
Allocation--30% to 50% Equity
0.500
16
66
71
Active
World Allocation
0.500
9
84
85
Active
Allocation--15% to 30% Equity
1.170
25
2
Passive
Allocation--70% to 85% Equity
0.850
68
Passive
Allocation--15% to 30% Equity
0.850
Active
Tactical Allocation
1.870
Active
Allocation--70% to 85% Equity
1.150
99
Active
World Allocation
0.780
5
95
Active
Allocation--50% to 70% Equity
1.100
Active
Tactical Allocation
0.890
57
Active

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