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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--30% to 50% Equity
0.950
8
10
Target-Date 2020
0.650
81
Target-Date 2025
0.650
84
Target-Date 2030
0.650
93
Target-Date 2035
0.650
98
Target-Date 2040
0.650
94
Target-Date 2045
0.650
97
Target-Date 2050
0.650
96
Target-Date 2055
0.660
99
Target-Date 2060
0.660
95
Allocation--70% to 85% Equity
2.030
86
95
93
Allocation--50% to 70% Equity
1.160
5
6
16
Allocation--30% to 50% Equity
0.750
97
91
World Allocation
0.900
78
65
97
Allocation--50% to 70% Equity
0.800
59
70
63
Allocation--30% to 50% Equity
1.060
86
87
94
Tactical Allocation
1.370
33
39
37
Allocation--30% to 50% Equity
1.000
80
88
91
Tactical Allocation
1.170
13
17
Allocation--50% to 70% Equity
1.520
85
82
85
World Allocation
0.790
76
60
Allocation--50% to 70% Equity
1.540
88
82
91
Allocation--50% to 70% Equity
0.850
Tactical Allocation
1.100
95
90
73
Allocation--50% to 70% Equity
0.810
33
33
19
Tactical Allocation
0.820
56
47
39
Tactical Allocation
0.820
37
55
Tactical Allocation
1.920
5
4
Tactical Allocation
1.820
75
65
Tactical Allocation
1.820
84
83
Tactical Allocation
1.550
6
2
Tactical Allocation
1.360
32
32
Tactical Allocation
1.400
83
73
Allocation--30% to 50% Equity
1.560
86
69
79
Tactical Allocation
1.470
94
72
64
Allocation--50% to 70% Equity
1.070
31
34
47
World Allocation
0.950
World Allocation
0.720
World Allocation
0.930
World Allocation
0.710
World Allocation
0.760
World Allocation
0.780
World Allocation
1.710
Tactical Allocation
2.820
98
97
87
World Allocation
1.090
Tactical Allocation
1.120
Allocation--50% to 70% Equity
0.690
46
38
26
Allocation--50% to 70% Equity
0.910
33
43
30
Target-Date 2025
0.570
72
84
61
Target-Date 2030
0.590
74
85
61
Target-Date 2035
0.620
83
93
60
Target-Date 2040
0.640
74
91
58
Target-Date 2045
0.670
65
88
35
Target-Date 2050
0.690
49
64
26
Target-Date 2055
0.690
41
59
15
Target-Date 2060
0.540
29
61
Target-Date 2065+
0.540
Target-Date Retirement
0.550
9
6
1
Allocation--70% to 85% Equity
0.940
16
19
22
Allocation--30% to 50% Equity
0.810
25
26
19
Allocation--50% to 70% Equity
0.890
38
38
44
Allocation--85%+ Equity
1.050
17
9
14
Allocation--15% to 30% Equity
0.710
12
33
41
Allocation--70% to 85% Equity
0.830
11
14
23
Allocation--30% to 50% Equity
0.860
16
23
21
Allocation--50% to 70% Equity
0.860
28
31
45
Allocation--30% to 50% Equity
0.430
17
11
Target-Date 2000-2010
0.350
33
39
5
Target-Date 2015
0.350
32
51
2
Target-Date 2020
0.360
38
58
3
Target-Date 2025
0.380
20
29
2
Target-Date 2030
0.400
15
13
1
Target-Date 2060
0.450
1
1
Target-Date 2065+
0.400
Allocation--50% to 70% Equity
0.580
33
32
9
World Allocation
0.610
49
69
24
Allocation--30% to 50% Equity
0.330
32
21
Allocation--15% to 30% Equity
0.670
74
83
Allocation--30% to 50% Equity
0.690
55
43
Allocation--50% to 70% Equity
0.740
74
65
Allocation--50% to 70% Equity
0.760
44
17
Allocation--70% to 85% Equity
0.820
37
World Allocation
0.490
33
38
18
Allocation--70% to 85% Equity
0.390
13
17
Allocation--70% to 85% Equity
0.570
75
82
54
Allocation--50% to 70% Equity
0.380
35
31
Allocation--30% to 50% Equity
0.350
46
66
Allocation--50% to 70% Equity
1.430
81
84
Allocation--50% to 70% Equity
0.960
83
89
World Allocation
1.000
2
6
17
Tactical Allocation
0.950
22
Allocation--50% to 70% Equity
1.230
74
81
62
Tactical Allocation
2.000
33
56
50
Tactical Allocation
1.820
71
57
48
Tactical Allocation
1.360
70
50
58
Tactical Allocation
1.700
30
24

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