Medalist Funds
These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze.
Name
|
Ticker
|
Category
|
Morningstar Rating
|
Morningstar Analyst Rating
|
Total 1-Year Return (%)
|
Total 3-Year Return (%)
|
Total 5-Year Return (%)
|
|---|---|---|---|---|---|---|---|
| Managed Futures | 6.95 | 1.44 | 2.71 | ||||
| Small Value | −6.54 | 4.41 | 3.58 | ||||
| High Yield Bond | 5.65 | 6.41 | 5.24 | ||||
| Large Value | 5.38 | 11.77 | 9.49 | ||||
| Diversified Emerging Mkts | 10.38 | — | — | ||||
| Small Growth | −6.75 | 19.29 | 15.34 | ||||
| Allocation—50% to 70% Equity | 2.59 | 7.54 | 6.66 | ||||
| Large Value | −3.90 | 6.70 | 5.35 | ||||
| Large Growth | 1.99 | 15.68 | 11.94 | ||||
| Foreign Large Blend | −2.30 | 4.45 | 0.77 | ||||
| Small Blend | −3.99 | 9.57 | 8.89 | ||||
| Large Blend | 5.72 | 11.97 | 9.43 | ||||
| World Small/Mid Stock | −1.38 | 9.63 | 8.52 | ||||
| Foreign Large Blend | −4.16 | 4.75 | 2.80 | ||||
| Muni National Interm | 6.76 | 2.35 | 2.72 | ||||
| Large Value | 4.07 | 11.80 | 9.49 | ||||
| World Allocation | 5.14 | 5.95 | 5.53 | ||||
| Small Growth | 14.44 | 26.32 | 22.59 | ||||
| Mid-Cap Growth | 8.81 | 17.31 | 11.14 | ||||
| High Yield Bond | 7.85 | 6.28 | 6.25 | ||||
| Large Growth | 4.02 | 16.10 | 12.64 | ||||
| Large Blend | 4.30 | 13.90 | 11.00 | ||||
| Foreign Small/Mid Growth | −1.38 | 6.63 | 4.86 | ||||
| Small Value | −5.59 | 5.52 | 5.07 | ||||
| Foreign Small/Mid Growth | −0.62 | 7.77 | 6.38 | ||||
| Small Value | −4.11 | 6.29 | 6.65 | ||||
| World Large Stock | 5.64 | 13.00 | 9.60 | ||||
| Muni National Long | 9.01 | 2.71 | 3.48 | ||||
| Foreign Large Value | −8.41 | 5.46 | 1.41 | ||||
| Foreign Large Growth | 8.31 | — | — | ||||
| Large Blend | −0.51 | 9.48 | 8.08 | ||||
| World Large Stock | −3.80 | 7.28 | 7.15 | ||||
| Foreign Large Blend | — | — | — | ||||
| Foreign Small/Mid Blend | −2.91 | 4.60 | 3.29 | ||||
| Diversified Emerging Mkts | 9.48 | 7.69 | 2.82 | ||||
| Large Blend | −5.65 | 9.00 | 6.98 | ||||
| Large Value | 8.59 | 13.27 | 10.62 | ||||
| Inflation-Protected Bond | — | — | — | ||||
| World Bond | 2.65 | 0.46 | 0.89 | ||||
| Allocation—70% to 85% Equity | 5.43 | 7.23 | 6.13 | ||||
| Large Value | 0.61 | 10.29 | 6.74 | ||||
| Foreign Large Blend | −3.55 | 6.42 | 3.29 | ||||
| Mid-Cap Blend | 2.59 | 8.89 | 7.46 | ||||
| Large Blend | 6.71 | 15.53 | 11.56 | ||||
| Diversified Emerging Mkts | −2.39 | 5.49 | 2.12 | ||||
| Large Growth | 3.16 | 15.56 | 12.67 | ||||
| Large Value | — | — | — | ||||
| Intermediate Core Bond | 9.75 | 3.00 | 3.22 | ||||
| Large Growth | 7.18 | 14.94 | 13.26 | ||||
| Inflation-Protected Bond | 3.46 | 1.61 | 1.22 | ||||
| Foreign Large Growth | −2.03 | 6.54 | 5.08 | ||||
| Corporate Bond | 11.85 | 4.71 | 4.82 | ||||
| World Allocation | 2.83 | 6.67 | 5.34 | ||||
| Intermediate Core Bond | 9.70 | 2.50 | 3.02 | ||||
| Allocation—70% to 85% Equity | 3.10 | 8.75 | 6.93 | ||||
| Large Growth | 1.99 | 17.09 | 13.27 | ||||
| Large Growth | 3.08 | 20.27 | 14.15 | ||||
| Global Real Estate | 8.60 | 6.08 | 5.59 | ||||
| Allocation—50% to 70% Equity | 5.12 | 8.78 | 7.58 | ||||
| Large Growth | 1.72 | 17.06 | 14.39 | ||||
| Small Blend | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Value | −3.96 | 9.40 | 6.05 | ||||
| Diversified Emerging Mkts | — | — | — | ||||
| Target-Date Retirement | 6.75 | 5.10 | 4.57 | ||||
| Target-Date 2035 | 3.37 | 8.78 | 6.92 | ||||
| Target-Date 2045 | 2.06 | 9.41 | 7.23 | ||||
| Target-Date 2020 | 5.29 | 7.08 | 5.97 | ||||
| Target-Date 2040 | 2.63 | 9.28 | 7.15 | ||||
| Target-Date 2030 | 4.15 | 8.29 | 6.67 | ||||
| Target-Date 2050 | 2.07 | 9.42 | 7.24 | ||||
| Corporate Bond | 10.61 | 4.49 | 4.42 | ||||
| High Yield Bond | 4.77 | 3.87 | 3.43 | ||||
| Large Blend | 3.88 | 9.60 | 7.92 | ||||
| Mid-Cap Growth | 3.88 | 16.73 | 11.80 | ||||
| Small Growth | −5.62 | 11.14 | 11.85 | ||||
| Large Growth | −2.71 | 11.46 | 9.12 | ||||
| Multisector Bond | 3.02 | 3.76 | 2.49 | ||||
| Muni National Long | 8.42 | 3.63 | 4.00 | ||||
| Mid-Cap Growth | 8.88 | 17.50 | 13.55 | ||||
| Target-Date 2025 | 4.89 | 7.77 | 6.39 | ||||
| Target-Date 2015 | 6.08 | 6.18 | 5.33 | ||||
| Target-Date 2055 | 2.19 | 8.74 | 6.79 | ||||
| Large Growth | −0.04 | 13.48 | 10.50 | ||||
| Ultrashort Bond | — | — | — | ||||
| Nontraditional Bond | 5.47 | 3.80 | 2.83 | ||||
| Target-Date 2000-2010 | 5.42 | 5.29 | 4.65 | ||||
| Target-Date 2015 | 4.11 | 6.57 | 5.62 | ||||
| Large Value | 6.81 | 11.71 | 9.81 | ||||
| Target-Date 2025 | 3.11 | 7.41 | 6.18 | ||||
| Foreign Large Value | 1.41 | 6.86 | 4.11 | ||||
| Target-Date 2035 | 0.71 | 8.98 | 7.16 | ||||
| Large Growth | 2.20 | 18.29 | 14.28 | ||||
| Nontraditional Bond | 0.78 | 3.56 | 0.55 | ||||
| Target-Date 2030 | 3.61 | 8.86 | 6.89 | ||||
| Target-Date 2000-2010 | 5.51 | 6.13 | 5.14 | ||||
| Real Estate | 25.23 | 10.29 | 10.87 | ||||
| Large Blend | 4.21 | 13.34 | 10.76 | ||||
| Mid-Cap Value | 0.79 | 8.76 | 9.61 | ||||
| Target-Date 2040 | 1.69 | 9.43 | 7.21 | ||||
| Target-Date 2020 | 4.67 | 7.31 | 5.94 | ||||
| Target-Date Retirement | 6.48 | 4.59 | 4.04 | ||||
| Diversified Pacific/Asia | −2.12 | 7.07 | 5.80 | ||||
| Mid-Cap Growth | 5.09 | 16.70 | 11.61 | ||||
| Large Value | −1.89 | 10.64 | — | ||||
| Allocation—30% to 50% Equity | 6.35 | 6.35 | 5.11 | ||||
| Mid-Cap Growth | 10.22 | 17.06 | 14.80 | ||||
| Small Growth | −3.87 | 11.53 | 10.90 | ||||
| Mid-Cap Value | 1.89 | 8.37 | 8.97 | ||||
| Foreign Large Growth | 4.56 | 9.69 | 5.65 | ||||
| Mid-Cap Growth | 8.00 | 16.62 | 11.35 | ||||
| Foreign Large Growth | 7.58 | 9.94 | 8.15 | ||||
| Small Blend | −8.78 | 9.40 | 9.88 | ||||
| Allocation—70% to 85% Equity | 4.45 | 10.04 | 7.72 | ||||
| Foreign Large Growth | 7.66 | 10.06 | 8.31 | ||||
| Large Growth | 16.51 | 15.97 | 13.29 | ||||
| Small Value | −5.07 | 6.03 | 7.99 | ||||
| Foreign Large Blend | −6.84 | 5.17 | 2.33 | ||||
| Large Blend | 4.28 | 13.37 | 10.81 | ||||
| Large Blend | 14.62 | 14.40 | 13.48 | ||||
| Target-Date 2055 | 0.40 | 7.88 | 6.01 | ||||
| Foreign Large Blend | 3.50 | 6.17 | 6.30 | ||||
| Large Value | −2.90 | 8.48 | 6.68 | ||||
| Small Blend | −8.83 | 8.28 | 8.22 | ||||
| Muni National Interm | 7.98 | 3.06 | 3.54 | ||||
| Small Blend | −7.74 | 6.57 | 7.62 | ||||
| Small Growth | −2.41 | 13.91 | 12.55 | ||||
| Small Growth | −4.17 | 13.62 | 9.64 | ||||
| Mid-Cap Blend | 3.65 | 10.68 | 9.21 | ||||
| Mid-Cap Growth | 4.95 | 14.71 | 12.17 | ||||
| Large Growth | 3.79 | 14.92 | 11.95 | ||||
| High Yield Muni | 8.01 | 2.70 | 3.83 | ||||
| World Large Stock | 2.19 | 10.82 | 7.92 | ||||
| Intermediate Core Bond | 10.27 | 2.89 | 3.33 | ||||
| Mid-Cap Blend | 3.08 | 10.54 | 8.94 | ||||
| Mid-Cap Growth | 4.96 | 14.24 | 10.89 | ||||
| Foreign Large Blend | −5.90 | 3.87 | 1.96 | ||||
| Mid-Cap Value | −22.90 | 0.42 | 0.05 | ||||
| Long Government | 13.87 | 2.29 | 3.70 | ||||
| Mid-Cap Value | 1.51 | 7.62 | 7.35 | ||||
| Foreign Large Blend | −1.40 | 6.42 | 3.21 | ||||
| Long Government | 25.03 | 4.00 | 6.89 | ||||
| Corporate Bond | 14.96 | 4.69 | 5.00 | ||||
| Muni National Long | 7.78 | 2.46 | 3.10 | ||||
| Small Growth | 4.54 | 14.48 | 11.99 | ||||
| Diversified Emerging Mkts | −7.21 | 5.26 | 1.43 | ||||
| Large Value | 3.81 | 7.76 | 7.08 | ||||
| Technology | 1.14 | 19.15 | 16.85 | ||||
| Small Blend | −8.74 | 8.34 | 7.10 | ||||
| Large Blend | 3.63 | 13.33 | 10.56 | ||||
| Foreign Large Growth | 4.88 | 7.21 | — | ||||
| Large Blend | 2.07 | 12.87 | 10.81 | ||||
| Target-Date 2000-2010 | 4.82 | 5.95 | 5.14 | ||||
| Mid-Cap Blend | −5.60 | 6.60 | 3.64 | ||||
| Multisector Bond | 6.02 | 3.14 | 3.36 | ||||
| Bank Loan | 3.84 | 4.21 | 4.08 | ||||
| World Large Stock | 6.90 | 13.81 | 9.67 | ||||
| Small Growth | −4.97 | 15.50 | 14.27 | ||||
| Diversified Emerging Mkts | 7.44 | 9.15 | 5.07 | ||||
| Foreign Large Value | −5.86 | 4.39 | 1.36 | ||||
| Ultrashort Bond | 4.02 | 2.98 | 2.23 | ||||
| Emerging Markets Bond | 9.72 | 4.64 | 4.71 | ||||
| Small Blend | 0.25 | 6.67 | 6.66 | ||||
| Foreign Large Growth | 8.02 | — | — | ||||
| Foreign Large Growth | 1.35 | — | — | ||||
| Technology | 11.70 | 18.69 | 17.21 | ||||
| Mid-Cap Value | −3.11 | — | — | ||||
| Large Blend | 2.84 | 12.79 | 10.51 | ||||
| Large Value | −1.97 | 8.64 | 8.11 | ||||
| Foreign Small/Mid Blend | −7.65 | 4.39 | 4.50 | ||||
| Large Value | 1.66 | — | — | ||||
| World Large Stock | — | — | — | ||||
| Large Value | — | — | — | ||||
| Foreign Small/Mid Value | −11.17 | 2.61 | 2.75 | ||||
| Foreign Large Blend | −1.89 | 6.37 | 3.40 | ||||
| Large Value | 8.15 | 10.73 | 8.23 | ||||
| Inflation-Protected Bond | 6.94 | 2.08 | 2.31 | ||||
| Large Blend | 4.20 | 13.37 | 10.70 | ||||
| Large Growth | −7.63 | 7.03 | 8.27 | ||||
| Diversified Emerging Mkts | 5.91 | 4.23 | 2.83 | ||||
| Foreign Large Blend | 1.63 | 8.36 | 6.00 | ||||
| Small Value | −10.56 | 5.64 | 6.07 | ||||
| Large Blend | 11.93 | 13.01 | 10.01 | ||||
| Multialternative | 1.80 | 3.56 | 2.88 | ||||
| Foreign Small/Mid Blend | −6.70 | 4.04 | 1.54 | ||||
| World Large Stock | −7.74 | 5.55 | 2.89 | ||||
| Long-Term Bond | 21.02 | 6.23 | 7.21 | ||||
| Large Growth | 5.88 | 19.05 | 14.33 | ||||
| Multialternative | 2.57 | 4.52 | 3.49 | ||||
| Foreign Large Blend | 2.04 | 5.89 | 4.24 | ||||
| Mid-Cap Growth | 7.55 | 15.14 | 11.66 | ||||
| Diversified Emerging Mkts | 12.21 | 6.26 | 2.73 | ||||
| Muni National Long | 7.77 | 2.90 | 3.36 | ||||
| Diversified Pacific/Asia | −6.12 | 4.32 | 5.06 | ||||
| Target-Date 2000-2010 | 4.80 | 6.05 | 5.20 | ||||
| Large Growth | −7.54 | 5.34 | 3.73 | ||||
| Large Value | 1.44 | 10.22 | 8.27 | ||||
| Target-Date 2015 | 4.45 | 6.44 | 5.49 | ||||
| Target-Date 2020 | 3.91 | 6.99 | 5.85 | ||||
| Large Blend | 7.69 | 13.20 | 10.25 | ||||
| Target-Date 2025 | 3.14 | 7.58 | 6.22 | ||||
| High Yield Muni | 8.20 | 4.96 | 6.36 | ||||
| Large Growth | 6.47 | 13.84 | 5.69 | ||||
| Large Blend | — | — | — | ||||
| Bank Loan | 2.07 | 4.05 | 3.93 | ||||
| Large Growth | 7.08 | 17.80 | 15.13 | ||||
| Target-Date 2030 | 2.38 | 8.16 | 6.57 | ||||
| Target-Date 2035 | 1.48 | 8.70 | 6.88 | ||||
| Target-Date 2040 | 0.47 | 9.21 | 7.13 | ||||
| Foreign Large Value | — | — | — | ||||
| Large Blend | 10.05 | 14.78 | 11.49 | ||||
| Large Value | 7.50 | 10.63 | 11.22 | ||||
| Small Blend | — | — | — | ||||
| Large Value | — | — | — | ||||
| Large Blend | 3.98 | 12.02 | 11.23 | ||||
| Allocation—30% to 50% Equity | 9.87 | 7.43 | 6.91 | ||||
| Mid-Cap Growth | −13.01 | 11.56 | 11.53 | ||||
| Target-Date 2055 | 2.38 | 10.32 | 7.99 | ||||
| Large Growth | −10.71 | 12.00 | 11.01 | ||||
| Mid-Cap Growth | 0.96 | 15.88 | 11.44 | ||||
| Large Blend | −1.20 | 11.97 | 10.21 | ||||
| Target-Date 2055 | −0.38 | 9.74 | 7.61 | ||||
| Mid-Cap Blend | −2.03 | 8.42 | 4.41 | ||||
| Muni National Long | — | — | — | ||||
| Small Blend | 0.20 | 9.96 | 9.52 | ||||
| Large Blend | 9.73 | 9.99 | 11.24 | ||||
| Long-Term Bond | 19.63 | 6.22 | 6.63 | ||||
| Intermediate Government | 9.66 | 2.36 | 2.92 | ||||
| Large Growth | 11.16 | 18.81 | 15.37 | ||||
| Real Estate | 11.79 | 4.57 | 8.13 | ||||
| Mid-Cap Growth | 16.54 | 16.50 | 13.29 | ||||
| Intermediate Core Bond | 10.69 | 3.31 | 3.73 | ||||
| Large Blend | 4.01 | 13.15 | 10.61 | ||||
| Large Value | 7.07 | 12.27 | 9.69 | ||||
| Mid-Cap Growth | 5.02 | 15.48 | 10.86 | ||||
| Large Blend | 3.72 | 11.18 | 9.59 | ||||
| Small Growth | −12.04 | 10.23 | 10.64 | ||||
| Target-Date 2060+ | 2.34 | 10.12 | — | ||||
| World Allocation | 4.13 | 7.57 | 4.59 | ||||
| Target-Date 2025 | 4.80 | 7.25 | 6.00 | ||||
| Target-Date 2045 | 2.13 | 8.75 | 6.78 | ||||
| Target-Date 2035 | 2.99 | 8.28 | 6.52 | ||||
| Target-Date 2050 | 2.09 | 8.73 | 6.78 | ||||
| — | Multialternative | 5.82 | 2.65 | 1.19 | |||
| Intermediate Government | 6.49 | 1.02 | 1.33 | ||||
| Large Growth | −1.25 | 15.95 | 12.39 | ||||
| Large Blend | −1.06 | 12.95 | 10.81 | ||||
| Target-Date 2060+ | 3.44 | 9.87 | 7.72 | ||||
| Diversified Emerging Mkts | 2.17 | 5.48 | 0.10 | ||||
| Target-Date 2045 | 1.47 | 8.30 | 6.13 | ||||
| Target-Date 2050 | 0.68 | 8.05 | 5.97 | ||||
| High Yield Muni | 8.77 | 4.39 | 5.20 | ||||
| Foreign Large Growth | 5.87 | 6.08 | 3.51 | ||||
| Mid-Cap Growth | 4.71 | 21.60 | 11.07 | ||||
| Mid-Cap Blend | −3.91 | 9.82 | 8.38 | ||||
| Target-Date 2025 | 5.51 | 7.17 | 6.05 | ||||
| Target-Date 2030 | 4.98 | 7.91 | 6.52 | ||||
| Allocation—50% to 70% Equity | 6.11 | 8.83 | 7.62 | ||||
| Long-Term Bond | 20.74 | 5.94 | 7.15 | ||||
| Target-Date 2035 | 4.38 | 8.56 | 6.92 | ||||
| Large Blend | 5.44 | 11.05 | 9.28 | ||||
| Allocation—70% to 85% Equity | 6.10 | 9.96 | 7.86 | ||||
| Intermediate Core Bond | 10.33 | 2.80 | 3.25 | ||||
| Large Blend | 2.78 | 12.70 | 10.30 | ||||
| Target-Date 2040 | 3.81 | 9.10 | 7.28 | ||||
| Managed Futures | 6.45 | 0.29 | 1.44 | ||||
| Large Value | 3.40 | 11.32 | 9.19 | ||||
| Target-Date 2045 | 3.41 | 9.46 | 7.52 | ||||
| Small Blend | — | — | — | ||||
| Diversified Emerging Mkts | 5.05 | 7.91 | 5.37 | ||||
| Large Value | 6.43 | 11.15 | 9.52 | ||||
| Target-Date 2050 | 3.23 | 9.54 | 7.60 | ||||
| Large Blend | — | — | — | ||||
| Intermediate Government | 7.33 | 2.05 | 2.62 | ||||
| Large Growth | 4.39 | 15.25 | 12.05 | ||||
| Diversified Emerging Mkts | −3.10 | 6.60 | 2.34 | ||||
| World Large Stock | 1.43 | 6.50 | 4.60 | ||||
| Foreign Large Blend | — | — | — | ||||
| Target-Date 2030 | 4.58 | 8.08 | 6.08 | ||||
| Target-Date 2035 | 3.57 | 8.40 | 6.09 | ||||
| Target-Date 2055 | 3.18 | 9.55 | 7.64 | ||||
| Inflation-Protected Bond | 7.26 | 2.12 | 2.41 | ||||
| Target-Date Retirement | 6.63 | 5.83 | 5.15 | ||||
| Target-Date 2040 | 2.17 | 8.09 | 6.05 | ||||
| Corporate Bond | — | — | — | ||||
| Intermediate Core Bond | 10.26 | 2.85 | 3.32 | ||||
| Foreign Large Blend | −2.06 | 5.69 | 2.41 | ||||
| Target-Date Retirement | 7.12 | 6.51 | 5.06 | ||||
| Health | −18.04 | 12.50 | 13.52 | ||||
| Diversified Emerging Mkts | 5.02 | 5.94 | 3.22 | ||||
| Global Real Estate | 9.96 | 5.49 | 4.63 | ||||
| High Yield Bond | 6.32 | 6.56 | 5.16 | ||||
| Target-Date 2025 | 5.50 | 7.77 | 5.90 | ||||
| World Large Stock | 1.92 | 7.93 | 4.23 | ||||
| Large Growth | 6.09 | 14.06 | 13.75 | ||||
| Foreign Large Blend | 0.89 | 7.74 | 3.82 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Mid-Cap Value | 1.48 | 7.88 | 7.74 | ||||
| Mid-Cap Value | 1.68 | 8.52 | 9.02 | ||||
| Large Value | 7.91 | 13.15 | 9.76 | ||||
| Multialternative | −11.07 | −5.74 | −1.16 | ||||
| World Large Stock | 4.85 | 11.67 | 10.58 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Large Growth | 6.55 | 13.81 | 11.18 | ||||
| Allocation—30% to 50% Equity | 7.51 | 6.47 | 5.45 | ||||
| World Large Stock | 1.28 | 8.59 | 5.96 | ||||
| Target-Date 2015 | 5.91 | 6.97 | 5.58 | ||||
| Allocation—85%+ Equity | 0.99 | 6.38 | 5.19 | ||||
| Target-Date 2025 | 5.28 | 8.01 | 6.31 | ||||
| World Allocation | 5.85 | 5.33 | 4.80 | ||||
| Target-Date 2045 | 2.97 | 9.97 | 7.52 | ||||
| Target-Date 2000-2010 | 6.32 | 6.19 | 5.03 | ||||
| Target-Date 2030 | 4.61 | 9.16 | 7.03 | ||||
| Small Blend | −3.93 | 9.49 | 8.49 | ||||
| Target-Date 2040 | 2.94 | 9.96 | 7.52 | ||||
| High Yield Muni | 9.31 | 4.59 | 5.54 | ||||
| Real Estate | 5.47 | 2.58 | 6.56 | ||||
| Target-Date 2000-2010 | 6.64 | 5.41 | 4.46 | ||||
| World Allocation | 5.06 | 5.29 | 4.45 | ||||
| Mid-Cap Growth | 17.60 | 13.72 | 10.54 | ||||
| Allocation—50% to 70% Equity | 6.73 | 7.05 | 6.28 | ||||
| Target-Date 2015 | 5.65 | 6.01 | 5.30 | ||||
| Target-Date 2050 | 2.92 | 9.96 | 7.52 | ||||
| Muni National Long | 9.76 | 3.51 | 4.08 | ||||
| Allocation—15% to 30% Equity | 6.17 | 4.88 | 4.20 | ||||
| Corporate Bond | 13.03 | 4.23 | 4.45 | ||||
| World Small/Mid Stock | 8.93 | 10.77 | 10.57 | ||||
| Target-Date 2035 | 3.39 | 9.96 | 7.51 | ||||
| Diversified Emerging Mkts | 1.78 | 2.94 | 3.44 | ||||
| Utilities | 19.30 | 11.50 | 6.31 | ||||
| Large Value | — | — | — | ||||
| Emerging Markets Bond | 4.34 | 2.15 | 3.94 | ||||
| World Allocation | −4.36 | 4.36 | 3.68 | ||||
| Small Blend | −6.92 | 7.10 | 7.81 | ||||
| Large Growth | 0.14 | 11.99 | 11.31 | ||||
| Large Blend | 4.12 | 13.24 | 10.69 | ||||
| High Yield Bond | 5.14 | 5.72 | 5.33 | ||||
| Muni National Long | 7.53 | 2.99 | 3.71 | ||||
| Europe Stock | −1.49 | 6.49 | 2.53 | ||||
| Large Blend | 4.05 | 13.36 | 10.59 | ||||
| Diversified Pacific/Asia | −4.60 | 5.56 | 4.63 | ||||
| Allocation—50% to 70% Equity | 7.13 | 8.25 | 6.71 | ||||
| Large Blend | 0.80 | 10.46 | 8.49 | ||||
| Foreign Large Blend | −1.89 | 4.71 | 3.38 | ||||
| Europe Stock | −6.42 | 3.24 | 0.71 | ||||
| Target-Date Retirement | 5.89 | 6.28 | 5.08 | ||||
| Small Growth | −3.25 | 12.81 | 9.76 | ||||
| Large Blend | 6.43 | 13.69 | 10.74 | ||||
| Large Blend | 2.21 | 12.55 | 10.40 | ||||
| Mid-Cap Value | −2.49 | 6.80 | 4.94 | ||||
| Target-Date 2045 | −0.07 | 9.61 | 7.52 | ||||
| Target-Date 2050 | −0.19 | 9.69 | 7.57 | ||||
| Allocation—85%+ Equity | 5.05 | 11.32 | 8.86 | ||||
| High Yield Bond | 8.02 | 5.73 | 5.38 | ||||
| Large Value | 1.95 | 10.80 | 8.68 | ||||
| Managed Futures | −3.59 | −7.49 | −1.76 | ||||
| Bank Loan | 1.78 | 3.88 | 3.64 | ||||
| Large Blend | 4.23 | 13.36 | 10.81 | ||||
| Convertibles | 0.10 | 7.26 | 5.70 | ||||
| Muni National Short | 4.38 | 1.76 | 1.62 | ||||
| High Yield Bond | 5.00 | 4.33 | 4.32 | ||||
| High Yield Bond | 4.64 | 5.52 | 5.24 | ||||
| Small Blend | −9.50 | 7.75 | 7.56 | ||||
| Target-Date 2025 | 4.91 | — | — | ||||
| Large Blend | −0.39 | 10.31 | 8.32 | ||||
| Target-Date 2030 | 4.19 | 7.86 | 6.48 | ||||
| Target-Date 2035 | 3.72 | 8.43 | 6.87 | ||||
| Target-Date 2020 | 5.20 | — | — | ||||
| Intermediate Government | 7.52 | 2.25 | 2.59 | ||||
| Diversified Emerging Mkts | 6.85 | 8.95 | 3.90 | ||||
| Target-Date 2045 | 2.45 | 10.03 | 8.02 | ||||
| Target-Date 2040 | 3.15 | 8.81 | 7.09 | ||||
| Diversified Emerging Mkts | 1.13 | 5.09 | 1.84 | ||||
| Target-Date 2045 | 2.99 | 8.93 | 7.18 | ||||
| Diversified Emerging Mkts | 1.84 | 4.51 | 2.94 | ||||
| Large Value | 6.43 | 9.04 | 7.53 | ||||
| Target-Date 2030 | 4.61 | — | — | ||||
| Allocation—50% to 70% Equity | 5.16 | 9.97 | 7.87 | ||||
| Target-Date 2030 | 3.72 | 8.61 | 7.09 | ||||
| Target-Date 2040 | 3.97 | — | — | ||||
| Corporate Bond | 10.90 | 3.29 | 3.93 | ||||
| Target-Date 2050 | 3.02 | 8.95 | 7.18 | ||||
| Target-Date 2050 | 2.46 | 10.23 | 7.92 | ||||
| Large Blend | 6.33 | 11.69 | 8.68 | ||||
| Target-Date 2035 | 4.23 | — | — | ||||
| Target-Date 2055 | 3.03 | 8.90 | 7.20 | ||||
| Target-Date 2040 | 3.16 | 9.88 | 7.67 | ||||
| Target-Date 2035 | 3.90 | 9.28 | 7.31 | ||||
| Target-Date 2040 | 2.63 | 9.87 | 7.89 | ||||
| Target-Date 2045 | 2.58 | 10.13 | 7.83 | ||||
| Target-Date Retirement | 5.77 | 5.48 | 4.71 | ||||
| Target-Date 2020 | 5.22 | 6.42 | 5.48 | ||||
| Target-Date 2030 | 4.15 | 8.10 | 6.42 | ||||
| Target-Date 2040 | 2.39 | 8.72 | 6.76 | ||||
| Muni National Long | 7.74 | 2.80 | 3.30 | ||||
| Target-Date 2015 | 5.83 | 6.64 | 5.64 | ||||
| Target-Date 2025 | 4.50 | 7.47 | 6.28 | ||||
| World Large Stock | 5.83 | 9.55 | 7.22 | ||||
| Target-Date 2025 | 4.97 | 7.92 | 6.48 | ||||
| Allocation—30% to 50% Equity | 8.10 | 5.85 | 6.58 | ||||
| Allocation—50% to 70% Equity | 5.43 | 8.36 | 6.71 | ||||
| High Yield Bond | 1.43 | 4.61 | 4.07 | ||||
| Target-Date 2020 | 5.53 | 7.25 | 6.04 | ||||
| Large Blend | 2.94 | 12.85 | 10.47 | ||||
| Target-Date 2030 | 4.52 | 8.60 | 6.92 | ||||
| Target-Date 2035 | 2.95 | 9.54 | 7.71 | ||||
| Target-Date 2000-2010 | 5.61 | 5.61 | 4.98 | ||||
| Large Blend | −1.61 | 10.48 | 7.96 | ||||
| Foreign Large Growth | 2.75 | 9.70 | 6.98 | ||||
| Target-Date 2000-2010 | 5.98 | 6.18 | 5.31 | ||||
| Target-Date 2060+ | 2.40 | 9.15 | — | ||||
| Large Growth | 12.93 | 17.64 | 13.63 | ||||
| Target-Date 2020 | 5.58 | 7.51 | 5.96 | ||||
| Multisector Bond | 5.89 | 3.94 | 3.84 | ||||
| Target-Date Retirement | 7.01 | 4.50 | 3.75 | ||||
| Target-Date 2020 | 5.18 | 6.62 | 5.75 | ||||
| Target-Date 2060+ | 3.15 | 9.12 | — | ||||
| Target-Date Retirement | 5.58 | 5.42 | 4.55 | ||||
| Large Blend | 7.27 | 13.92 | 10.60 | ||||
| Corporate Bond | 9.47 | 3.40 | 3.58 | ||||
| Large Value | −1.80 | 7.94 | 6.67 | ||||
| Target-Date 2045 | 3.53 | 9.90 | 7.73 | ||||
| Large Growth | 6.40 | 17.54 | 13.36 | ||||
| Small Blend | −5.74 | 8.27 | 7.91 | ||||
| Large Value | 1.93 | 10.80 | 8.70 | ||||
| Large Growth | −5.01 | 13.08 | 11.12 | ||||
| Foreign Large Value | −4.46 | 6.17 | 2.54 | ||||
| Pacific/Asia ex-Japan Stk | 1.81 | 4.67 | 3.17 | ||||
| Allocation—30% to 50% Equity | 5.21 | 5.68 | — | ||||
| Target-Date 2000-2010 | 5.82 | 6.19 | — | ||||
| Target-Date 2015 | 5.52 | 6.83 | — | ||||
| Target-Date 2020 | 5.20 | 7.73 | — | ||||
| Multialternative | −4.23 | 0.17 | 1.51 | ||||
| Large Blend | −1.68 | 9.29 | 9.07 | ||||
| Target-Date 2025 | 4.85 | 8.39 | — | ||||
| Target-Date 2030 | 4.56 | 9.06 | — | ||||
| Target-Date 2035 | 4.22 | 9.53 | — | ||||
| Target-Date 2040 | 3.90 | 9.90 | — | ||||
| Target-Date 2000-2010 | 6.00 | 5.72 | — | ||||
| Target-Date 2045 | 3.66 | 10.02 | — | ||||
| Target-Date 2050 | 3.62 | 10.00 | — | ||||
| Ultrashort Bond | 2.89 | 2.22 | 1.73 | ||||
| Target-Date 2055 | 3.62 | 10.04 | — | ||||
| Target-Date 2060+ | 3.65 | 10.03 | — | ||||
| Large Value | 0.08 | 9.82 | 8.85 | ||||
| Target-Date 2050 | 3.75 | — | — | ||||
| Target-Date 2045 | 3.71 | — | — | ||||
| Target-Date 2060+ | 3.67 | — | — | ||||
| Target-Date 2055 | 3.70 | — | — | ||||
| Foreign Large Blend | −1.32 | 6.83 | — | ||||
| Large Blend | 3.84 | 13.21 | — | ||||
| Mid-Cap Blend | −5.63 | 8.88 | 7.81 | ||||
| Muni National Interm | 7.59 | 3.22 | 3.46 | ||||
| Small Blend | −10.06 | 9.29 | 8.65 | ||||
| Mid-Cap Blend | 1.32 | 10.55 | 8.68 | ||||
| Europe Stock | 0.32 | 4.84 | 3.12 | ||||
| Target-Date 2000-2010 | 5.96 | — | — | ||||
| Mid-Cap Growth | −8.18 | 15.27 | 10.18 | ||||
| Inflation-Protected Bond | 6.99 | 1.96 | 2.28 | ||||
| Target-Date 2050 | 2.39 | 10.15 | 8.08 | ||||
| Foreign Large Blend | −2.13 | 2.37 | 2.87 | ||||
| Target-Date 2020 | 5.36 | 6.44 | 5.61 | ||||
| Target-Date 2000-2010 | 5.84 | — | — | ||||
| Target-Date 2015 | 5.52 | — | — | ||||
| World Allocation | 2.77 | 5.28 | 3.69 | ||||
| Target-Date 2025 | 5.01 | 7.25 | 6.14 | ||||
| Mid-Cap Blend | 1.95 | 8.75 | 9.63 | ||||
| Large Growth | −4.38 | 17.70 | 14.57 | ||||
| Target-Date 2030 | 2.18 | 8.39 | 6.82 | ||||
| Health | −6.55 | 6.18 | 7.12 | ||||
| Large Growth | 2.23 | 15.62 | 12.81 | ||||
| Foreign Large Growth | −2.03 | 10.21 | 7.07 | ||||
| Foreign Large Blend | −5.57 | 5.44 | 3.40 | ||||
| Small Growth | −7.84 | 15.21 | 10.72 | ||||
| Large Blend | 2.79 | 12.74 | 10.36 | ||||
| Large Blend | 4.00 | 13.11 | 10.57 | ||||
| Pacific/Asia ex-Japan Stk | 1.43 | 2.60 | 1.93 | ||||
| Foreign Large Value | −9.33 | 3.24 | 2.52 | ||||
| Allocation—50% to 70% Equity | 4.23 | 8.47 | 6.91 | ||||
| Large Value | −2.98 | 8.02 | 6.71 | ||||
| Foreign Large Growth | −3.31 | 5.35 | 4.85 | ||||
| Large Growth | −2.41 | 14.06 | 11.57 | ||||
| World Allocation | 5.36 | 7.77 | — | ||||
| Mid-Cap Value | −7.18 | 7.30 | 6.64 | ||||
| Muni National Short | 2.56 | 1.37 | 1.06 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Ultrashort Bond | 2.65 | 1.95 | 1.42 | ||||
| Muni National Interm | 7.88 | 2.80 | 3.17 | ||||
| Muni National Long | 9.80 | 3.62 | 4.28 | ||||
| Small Blend | 1.72 | 11.41 | 10.29 | ||||
| Large Value | 3.76 | 10.20 | 7.85 | ||||
| Target-Date 2015 | 5.00 | 6.85 | 5.63 | ||||
| Small Growth | −2.16 | 12.15 | 9.62 | ||||
| Large Value | 5.95 | 11.03 | 9.24 | ||||
| Managed Futures | 8.41 | 4.71 | 4.12 | ||||
| Mid-Cap Growth | 5.11 | 12.62 | 9.76 | ||||
| Allocation—30% to 50% Equity | 6.24 | 5.54 | 4.40 | ||||
| Target-Date 2025 | 4.32 | 7.80 | 6.23 | ||||
| Small Growth | −3.72 | 8.05 | 10.93 | ||||
| Mid-Cap Value | 0.56 | 10.68 | 7.42 | ||||
| Target-Date 2000-2010 | 5.85 | 5.44 | 4.64 | ||||
| Muni National Long | 9.85 | 4.18 | 4.83 | ||||
| Large Growth | 0.71 | 15.26 | 11.65 | ||||
| Foreign Large Growth | 4.19 | 8.25 | 8.35 | ||||
| Target-Date 2035 | 2.34 | 9.51 | 7.26 | ||||
| World Small/Mid Stock | −2.61 | 8.76 | 8.55 | ||||
| Target-Date 2055 | 2.23 | 9.90 | 7.33 | ||||
| Allocation—30% to 50% Equity | 4.23 | 5.83 | 5.02 | ||||
| Small Growth | 1.67 | 16.22 | 12.01 | ||||
| High Yield Bond | 7.57 | 6.15 | 5.15 | ||||
| Mid-Cap Growth | 1.60 | 13.75 | 9.66 | ||||
| Convertibles | 5.62 | 11.98 | 8.11 | ||||
| Target-Date 2045 | 2.45 | 9.98 | 7.35 | ||||
| Intermediate Core Bond | 7.60 | 2.59 | 3.09 | ||||
| Allocation—15% to 30% Equity | 4.87 | 4.97 | 4.46 | ||||
| Muni National Short | 3.39 | 1.35 | 1.07 | ||||
| Bank Loan | 1.60 | 3.23 | 3.21 | ||||
| Small Value | −9.83 | 4.94 | 5.73 | ||||
| Target-Date 2035 | 3.75 | 9.37 | 6.99 | ||||
| Mid-Cap Value | 1.32 | 6.35 | 7.50 | ||||
| Allocation—50% to 70% Equity | 5.09 | 7.44 | 6.23 | ||||
| Large Growth | 2.97 | 15.73 | 12.68 | ||||
| Target-Date 2025 | 5.14 | 7.98 | 6.19 | ||||
| Multialternative | 8.38 | 5.42 | 4.66 | ||||
| Diversified Emerging Mkts | −2.61 | 2.52 | −3.53 | ||||
| Target-Date 2055 | 2.93 | 9.95 | 7.51 | ||||
| Allocation—70% to 85% Equity | 3.01 | 9.71 | 7.58 | ||||
| Large Value | 3.12 | 11.13 | 8.50 | ||||
| Multisector Bond | 9.54 | 5.80 | 5.69 | ||||
| Target-Date 2055 | −0.04 | 8.85 | 7.07 | ||||
| Large Growth | 0.37 | 16.88 | 13.13 | ||||
| Allocation—50% to 70% Equity | 8.57 | 10.01 | 8.13 | ||||
| Europe Stock | 7.87 | 10.14 | 7.33 | ||||
| Small Growth | −0.37 | 14.71 | 13.12 | ||||
| Large Growth | 8.49 | 18.89 | 16.54 | ||||
| Mid-Cap Growth | 8.55 | 16.24 | 15.07 | ||||
| Pacific/Asia ex-Japan Stk | −0.46 | 5.19 | 4.61 | ||||
| World Bond | 6.51 | 3.19 | 2.58 | ||||
| Large Value | 5.77 | 10.24 | 7.53 | ||||
| Intermediate Core Bond | 12.35 | 3.02 | 3.85 | ||||
| Allocation—30% to 50% Equity | 6.09 | 7.88 | 6.90 | ||||
| Allocation—30% to 50% Equity | 10.54 | 6.64 | 6.45 | ||||
| Large Value | 0.10 | 9.41 | 6.89 | ||||
| Large Value | 6.79 | 10.54 | 8.97 | ||||
| Large Blend | 13.95 | 14.77 | 11.75 | ||||
| Foreign Large Value | −2.60 | 6.18 | 2.22 | ||||
| Intermediate Core Bond | 10.44 | 3.07 | 3.40 | ||||
| Muni National Long | 8.36 | 3.10 | 3.82 | ||||
| Large Growth | −0.64 | 16.86 | 13.14 | ||||
| Large Blend | 5.83 | 12.88 | 9.78 | ||||
| Communications | 7.00 | 15.80 | 14.25 | ||||
| Allocation—50% to 70% Equity | 5.26 | 8.68 | 6.86 | ||||
| World Bond | 8.37 | 2.81 | 2.68 | ||||
| Managed Futures | −2.04 | −4.85 | −0.93 | ||||
| Diversified Emerging Mkts | 2.25 | 7.60 | 2.39 | ||||
| Small Growth | −6.41 | 15.98 | 15.24 | ||||
| Large Blend | 3.83 | 12.34 | 10.32 | ||||
| Large Growth | 0.15 | 15.79 | 10.62 | ||||
| World Allocation | 1.33 | 3.85 | 2.15 | ||||
| Foreign Large Blend | −1.36 | 6.14 | 3.07 | ||||
| Mid-Cap Growth | 9.94 | 13.67 | 9.53 | ||||
| High Yield Bond | 4.43 | 5.20 | 4.57 | ||||
| Inflation-Protected Bond | 3.48 | 1.39 | 1.08 | ||||
| Large Value | 3.33 | 11.54 | 9.08 | ||||
| Mid-Cap Growth | 12.83 | 23.24 | 17.90 | ||||
| Target-Date 2020 | 3.65 | 7.00 | 5.92 | ||||
| Foreign Large Blend | −4.57 | 2.89 | 1.85 | ||||
| High Yield Bond | 6.57 | 5.16 | 4.83 | ||||
| Pacific/Asia ex-Japan Stk | 2.79 | 3.41 | 1.10 | ||||
| World Large Stock | 3.35 | 8.21 | 6.62 | ||||
| World Bond | 8.51 | 5.12 | 3.14 | ||||
| Multialternative | 3.49 | 3.31 | 3.01 | ||||
| Small Blend | −3.16 | 10.39 | 9.77 | ||||
| Allocation—15% to 30% Equity | 8.89 | 4.66 | 4.57 | ||||
| World Allocation | 3.47 | 5.17 | 4.07 | ||||
| Mid-Cap Value | −5.35 | 5.22 | 4.92 | ||||
| Mid-Cap Growth | 7.82 | 17.56 | 12.96 | ||||
| Nontraditional Bond | 3.47 | 4.23 | 0.54 | ||||
| Inflation-Protected Bond | 4.44 | 1.66 | 1.23 | ||||
| Inflation-Protected Bond | 6.54 | 2.27 | 2.13 | ||||
| Mid-Cap Blend | 10.58 | 11.21 | 10.61 | ||||
| Foreign Large Value | −5.61 | 3.60 | 1.98 | ||||
| Technology | −5.44 | 20.74 | 15.63 | ||||
| Large Value | 6.31 | 11.32 | 8.23 | ||||
| Multisector Bond | 4.88 | 3.92 | 2.79 | ||||
| World Large Stock | 8.61 | 12.72 | 8.58 | ||||
| Large Value | 9.62 | 10.20 | 9.95 | ||||
| Large Value | −4.05 | 9.47 | 6.22 | ||||
| Foreign Large Growth | 6.29 | 8.61 | 4.08 | ||||
| Foreign Large Blend | −2.52 | 5.45 | 4.23 | ||||
| World Large Stock | 10.01 | 10.09 | 9.71 | ||||
| Intermediate Core Bond | 9.29 | 2.60 | 3.00 | ||||
| Diversified Emerging Mkts | −1.09 | 4.69 | 1.58 | ||||
| Target-Date 2030 | 4.30 | 8.62 | 6.43 | ||||
| Nontraditional Bond | 5.54 | 3.57 | 2.97 | ||||
| Foreign Large Blend | −1.78 | 6.63 | 3.82 | ||||
| Foreign Small/Mid Blend | 5.84 | 9.25 | 4.88 | ||||
| Diversified Emerging Mkts | 0.73 | 5.45 | 3.00 | ||||
| Foreign Large Blend | −1.67 | 6.32 | 3.23 | ||||
| Small Blend | −9.15 | 7.93 | 7.94 | ||||
| Allocation—30% to 50% Equity | 5.82 | 6.45 | 5.45 | ||||
| Nontraditional Bond | 4.21 | 3.77 | 3.90 | ||||
| Large Blend | 4.12 | 13.10 | 11.21 | ||||
| Large Blend | 3.21 | 14.00 | 10.72 | ||||
| Mid-Cap Blend | 2.74 | 10.23 | 8.67 | ||||
| Small Growth | −4.73 | 11.51 | 10.67 | ||||
| Real Estate | 23.73 | 9.67 | 11.79 | ||||
| Allocation—50% to 70% Equity | 2.31 | 8.63 | 6.70 | ||||
| Foreign Large Value | −4.93 | 6.16 | 2.01 | ||||
| Large Value | −2.00 | 11.34 | 8.10 | ||||
| Mid-Cap Blend | — | — | — | ||||
| Corporate Bond | — | — | — | ||||
| Foreign Large Blend | — | — | — | ||||
| Small Blend | — | — | — | ||||
| Large Growth | 5.90 | 14.63 | 12.36 | ||||
| Large Blend | — | — | — | ||||
| Large Blend | −2.44 | 10.30 | 9.16 | ||||
| Large Blend | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Target-Date 2000-2010 | 5.64 | 6.04 | 5.19 | ||||
| Mid-Cap Value | 2.66 | 7.97 | 8.59 | ||||
| Target-Date 2040 | 3.74 | 9.79 | 7.66 | ||||
| Global Real Estate | −2.40 | 2.91 | 3.34 | ||||
| Real Estate | 19.72 | 6.91 | 9.78 | ||||
| Large Value | 7.40 | 7.24 | 10.87 | ||||
| World Allocation | 7.95 | 10.58 | 8.10 | ||||
| Pacific/Asia ex-Japan Stk | −9.48 | −3.07 | 1.45 | ||||
| Allocation—30% to 50% Equity | 5.06 | 5.55 | 4.65 | ||||
| Large Growth | 7.65 | 17.51 | 14.86 | ||||
| Target-Date 2020 | 5.06 | 7.59 | 6.27 | ||||
| Target-Date 2030 | 4.38 | 8.93 | 7.16 | ||||
| Multisector Bond | 6.42 | 3.66 | 3.46 | ||||
| Diversified Emerging Mkts | 20.71 | 10.22 | — | ||||
| Foreign Large Growth | −2.39 | 3.31 | 3.05 | ||||
| Foreign Large Blend | 2.15 | 6.27 | 4.56 | ||||
| Diversified Emerging Mkts | −2.13 | 5.48 | 2.18 | ||||
| Small Value | −10.51 | 5.42 | 5.10 | ||||
| Foreign Large Value | −5.42 | 4.00 | 2.27 | ||||
| Allocation—30% to 50% Equity | 7.04 | 6.07 | 5.43 | ||||
| Large Growth | −0.04 | 17.63 | 13.25 | ||||
| Mid-Cap Value | — | — | — | ||||
| Foreign Large Blend | −5.59 | 2.03 | 3.19 | ||||
| Foreign Large Blend | — | — | — | ||||
| Mid-Cap Growth | 7.42 | 15.55 | 13.83 | ||||
| Small Value | −12.73 | 6.19 | 3.99 | ||||
| Large Value | −2.54 | 10.11 | 6.95 | ||||
| Small Blend | −2.27 | 10.22 | 10.15 | ||||
| Target-Date 2040 | 3.34 | 9.67 | 7.90 | ||||
| Europe Stock | −1.33 | 6.72 | 2.98 | ||||
| Small Growth | −3.57 | 17.26 | 15.73 | ||||
| Small Value | 1.60 | 8.52 | 8.92 | ||||
| Target-Date 2020 | 6.65 | 5.70 | 5.08 | ||||
| Large Blend | −5.68 | 9.30 | 7.27 | ||||
| Foreign Large Value | −2.75 | 5.26 | 0.64 | ||||
| Mid-Cap Value | — | — | — | ||||
| Foreign Large Blend | −6.41 | 5.74 | 2.80 | ||||
| Large Growth | — | — | — | ||||
| Target-Date Retirement | 6.85 | 5.01 | 4.46 | ||||
| Large Growth | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Value | — | — | — | ||||
| Muni National Interm | 7.59 | 3.20 | 3.56 | ||||
| Foreign Large Growth | 1.06 | 8.78 | 8.03 | ||||
| Mid-Cap Growth | — | — | — | ||||
| Large Blend | −1.00 | 12.32 | 9.52 | ||||
| Large Value | 1.80 | 11.29 | 8.32 | ||||
| Large Value | 5.36 | 10.57 | 9.36 | ||||
| Target-Date 2030 | 5.03 | 8.58 | 7.13 | ||||
| Large Blend | 8.59 | 14.09 | 9.29 | ||||
| Large Blend | — | — | — | ||||
| Intermediate Core Bond | 11.77 | 3.54 | — | ||||
| Ultrashort Bond | 2.33 | 2.22 | 1.67 | ||||
| Large Blend | −3.55 | 10.33 | 7.43 | ||||
| Foreign Large Blend | 0.29 | 4.79 | 2.70 | ||||
| Small Value | −11.41 | 8.17 | 6.27 | ||||
| Large Growth | 4.60 | 18.24 | 13.07 | ||||
| Bank Loan | 1.91 | 4.38 | 3.87 | ||||
| Foreign Large Growth | −5.21 | 5.77 | 4.08 | ||||
| Foreign Large Blend | −1.62 | 6.01 | 3.09 | ||||
| Inflation-Protected Bond | 7.06 | 2.15 | 2.38 | ||||
| Large Value | −1.70 | 10.00 | 7.05 | ||||
| Small Growth | −6.80 | 11.15 | 8.46 | ||||
| Bank Loan | 3.01 | 3.93 | 3.34 | ||||
| Large Blend | −1.56 | 10.62 | 7.99 | ||||
| Foreign Large Blend | −0.99 | 6.54 | 3.43 | ||||
| Small Growth | −1.15 | 15.64 | 12.32 | ||||
| Mid-Cap Blend | −3.80 | 10.00 | 8.55 | ||||
| World Allocation | 4.10 | 7.06 | 5.68 | ||||
| Small Growth | −4.71 | — | — | ||||
| Large Growth | −1.94 | — | — | ||||
| Large Blend | −1.29 | — | — | ||||
| Nontraditional Bond | 2.30 | 4.47 | 1.43 | ||||
| Large Growth | −0.89 | — | — | ||||
| Foreign Large Blend | −1.03 | 6.46 | 3.22 | ||||
| Small Growth | 4.00 | 16.99 | 11.99 | ||||
| Multialternative | 7.92 | 3.32 | 3.57 | ||||
| High Yield Bond | 5.99 | 6.20 | 5.49 | ||||
| Muni National Short | 2.08 | 1.26 | 0.96 | ||||
| Large Value | 6.04 | 9.41 | 7.36 | ||||
| Allocation—50% to 70% Equity | 2.29 | 7.48 | 5.37 | ||||
| Allocation—30% to 50% Equity | 2.85 | 4.28 | 3.71 | ||||
| Large Blend | 6.18 | 10.64 | 9.46 | ||||
| Diversified Emerging Mkts | 0.78 | 5.56 | 3.06 | ||||
| Intermediate Core Bond | 7.99 | 2.22 | 2.49 | ||||
| Allocation—85%+ Equity | −4.22 | 10.54 | 7.16 | ||||
| Corporate Bond | 12.65 | 4.22 | 4.40 | ||||
| Foreign Large Growth | −0.84 | 6.02 | 4.14 | ||||
| Intermediate Government | 7.82 | 2.18 | 2.63 | ||||
| Mid-Cap Value | 2.86 | 8.67 | 7.15 | ||||
| Diversified Emerging Mkts | 5.24 | 8.05 | 5.49 | ||||
| Mid-Cap Growth | −1.18 | 14.04 | 10.33 | ||||
| Mid-Cap Value | −5.20 | 5.86 | 6.61 | ||||
| Emerging-Markets Local-Currency Bond | 7.80 | 1.40 | −0.56 | ||||
| Large Blend | −10.34 | 3.18 | 2.74 | ||||
| Muni National Interm | 8.35 | 2.80 | 3.24 | ||||
| Convertibles | 6.70 | 10.92 | 7.33 | ||||
| Target-Date 2050 | 2.11 | 9.47 | — | ||||
| Technology | 7.82 | 22.67 | 18.71 | ||||
| Target-Date 2045 | 2.13 | 9.47 | — | ||||
| Target-Date 2040 | 2.65 | 9.32 | — | ||||
| Target-Date 2035 | 3.45 | 8.84 | — | ||||
| Corporate Bond | 13.23 | 4.46 | 4.04 | ||||
| Allocation—50% to 70% Equity | 6.53 | 6.52 | 4.43 | ||||
| Long Government | 19.05 | 3.22 | 4.92 | ||||
| Large Growth | 1.80 | 18.00 | 14.02 | ||||
| Large Value | 1.53 | 8.31 | 6.74 | ||||
| Large Blend | 11.17 | 13.51 | 10.80 | ||||
| High Yield Bond | 5.91 | 4.98 | 4.63 | ||||
| Ultrashort Bond | 2.78 | 1.84 | 1.26 | ||||
| Global Real Estate | 12.70 | 5.10 | 6.75 | ||||
| World Large Stock | 1.08 | 9.68 | 6.93 | ||||
| Small Growth | 4.21 | 14.21 | 11.69 | ||||
| Intermediate Government | 8.78 | 1.86 | 2.52 | ||||
| Foreign Large Blend | 2.60 | 8.82 | 1.37 | ||||
| Ultrashort Bond | 2.44 | 1.44 | 0.92 | ||||
| Nontraditional Bond | 5.52 | 2.51 | 2.85 | ||||
| Ultrashort Bond | 2.79 | 1.61 | 1.19 | ||||
| Large Blend | −0.46 | 10.03 | 7.81 | ||||
| Small Blend | −12.04 | 7.33 | 7.57 | ||||
| Target-Date 2060+ | 2.18 | 10.40 | 8.08 | ||||
| Small Blend | −10.37 | 6.63 | 7.16 | ||||
| Emerging-Markets Local-Currency Bond | 17.44 | 4.92 | 2.36 | ||||
| Target-Date 2060+ | −0.47 | 9.80 | 7.68 | ||||
| Large Value | −1.91 | 9.51 | 7.33 | ||||
| World Large Stock | −0.50 | 7.52 | 5.88 | ||||
| Small Value | −13.74 | 4.24 | 4.43 | ||||
| Real Estate | 21.64 | 8.37 | 11.04 | ||||
| Large Growth | 1.86 | 16.82 | 13.23 | ||||
| Small Value | −11.07 | 3.75 | 5.66 | ||||
| Allocation—30% to 50% Equity | 6.75 | 4.86 | 3.51 | ||||
| Allocation—70% to 85% Equity | 7.20 | 8.20 | 7.73 | ||||
| Large Blend | 4.24 | 13.38 | 10.83 | ||||
| Allocation—85%+ Equity | 4.52 | 10.01 | 6.77 | ||||
| Small Blend | −6.78 | 9.28 | 9.08 | ||||
| Allocation—50% to 70% Equity | 10.49 | 10.95 | 10.19 | ||||
| Small Value | −5.10 | 7.16 | 6.73 | ||||
| Large Blend | 4.89 | 14.98 | 10.69 | ||||
| Target-Date 2055 | 2.40 | 10.19 | 8.13 | ||||
| World Large Stock | 6.16 | 13.08 | 9.37 | ||||
| World Large Stock | −2.48 | 9.05 | 4.44 | ||||
| Foreign Large Growth | 1.00 | 6.60 | 4.94 | ||||
| Large Blend | 4.03 | 13.16 | 10.62 | ||||
| Real Estate | 23.73 | 9.46 | 11.59 | ||||
| Allocation—30% to 50% Equity | 6.66 | 5.31 | 3.62 | ||||
| Large Growth | — | — | — | ||||
| Small Value | −8.85 | 5.83 | 3.98 | ||||
| Intermediate Government | — | — | — | ||||
| Ultrashort Bond | — | — | — | ||||
| Mid-Cap Value | 2.93 | 8.29 | 8.41 | ||||
| Inflation-Protected Bond | — | — | — | ||||
| Corporate Bond | — | — | — | ||||
| Intermediate Core Bond | — | — | — | ||||
| Corporate Bond | — | — | — | ||||
| Small Blend | — | — | — | ||||
| Intermediate Core Bond | — | — | — | ||||
| Target-Date 2055 | 3.47 | 9.88 | 7.72 | ||||
| Emerging-Markets Local-Currency Bond | 8.48 | 2.77 | 0.88 | ||||
| Long Government | — | — | — | ||||
| Intermediate Government | — | — | — | ||||
| Foreign Large Blend | 1.27 | 5.59 | 5.85 | ||||
| Long Government | — | — | — | ||||
| High Yield Bond | 6.09 | 4.81 | 4.16 | ||||
| Inflation-Protected Bond | — | — | — | ||||
| Large Blend | 8.02 | 14.56 | 12.33 | ||||
| Large Blend | 1.41 | 12.80 | 10.00 | ||||
| Foreign Large Growth | −1.27 | 5.87 | 4.63 | ||||
| Foreign Small/Mid Growth | −11.61 | 3.78 | 3.72 | ||||
| Long Government | — | — | — | ||||
| Small Growth | −3.34 | 12.15 | 9.68 | ||||
| Large Value | −2.04 | 10.81 | 8.06 | ||||
| Emerging-Markets Local-Currency Bond | — | — | — | ||||
| Foreign Large Growth | 6.24 | 9.25 | 6.78 | ||||
| Large Growth | −0.95 | 12.33 | 10.07 | ||||
| Mid-Cap Growth | 11.32 | 11.97 | 10.65 | ||||
| Allocation—50% to 70% Equity | 5.70 | 7.92 | 7.04 | ||||
| High Yield Bond | 4.81 | 6.48 | 6.47 | ||||
| Foreign Large Blend | −4.25 | 2.20 | 2.09 | ||||
| Target-Date 2050 | 3.49 | 9.91 | 7.73 | ||||
| World Allocation | −2.21 | 4.09 | 2.99 | ||||
| Large Value | −4.34 | 7.02 | 8.37 | ||||
| Target-Date 2055 | 2.09 | 9.41 | 7.21 | ||||
| Pacific/Asia ex-Japan Stk | 3.68 | 5.38 | 4.62 | ||||
| Target-Date 2035 | 4.01 | 9.38 | 7.44 | ||||
| Large Value | 6.72 | 12.26 | 10.49 | ||||
| Target-Date 2025 | 4.74 | 8.28 | 6.74 | ||||
| Target-Date 2000-2010 | 5.85 | 5.60 | 4.87 | ||||
| Target-Date 2050 | 2.94 | 9.83 | 8.00 | ||||
| Small Growth | −6.88 | 14.50 | 11.17 | ||||
| Small Value | −9.40 | 5.97 | 5.77 | ||||
| World Large Stock | −2.42 | 8.30 | 4.75 | ||||
| Muni National Long | 9.90 | 3.70 | 4.46 | ||||
| Mid-Cap Value | 1.40 | 8.08 | 5.97 | ||||
| Foreign Large Blend | — | — | — | ||||
| Large Blend | 4.05 | 12.75 | 9.69 | ||||
| Target-Date 2015 | 5.37 | 6.73 | 5.68 | ||||
| Foreign Small/Mid Growth | −0.34 | 8.34 | 7.64 | ||||
| World Large Stock | — | — | — | ||||
| Corporate Bond | — | — | — | ||||
| Emerging Markets Bond | — | — | — | ||||
| Ultrashort Bond | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Foreign Large Blend | — | — | — | ||||
| Foreign Large Blend | 0.38 | 5.75 | 4.21 | ||||
| Inflation-Protected Bond | — | — | — | ||||
| Mid-Cap Blend | — | — | — | ||||
| World Large Stock | −4.90 | 6.02 | 4.81 | ||||
| Large Blend | — | — | — | ||||
| World Large Stock | 1.87 | 8.98 | 3.89 | ||||
| World Large Stock | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Growth | 1.80 | 19.56 | 14.74 | ||||
| Ultrashort Bond | 2.58 | 1.95 | 1.41 | ||||
| Diversified Emerging Mkts | — | — | — | ||||
| World Large Stock | 2.55 | 12.05 | 9.38 | ||||
| Large Blend | — | — | — | ||||
| Large Value | — | — | — | ||||
| Mid-Cap Growth | — | — | — | ||||
| Intermediate Core Bond | 10.61 | 3.72 | 4.21 | ||||
| Large Blend | — | — | — | ||||
| Large Growth | −0.49 | 13.53 | 9.87 | ||||
| Large Growth | — | — | — | ||||
| Foreign Large Blend | — | — | — | ||||
| Foreign Large Blend | −0.55 | 6.48 | 3.21 | ||||
| Options-based | 2.91 | 4.01 | 4.11 | ||||
| Health | −10.13 | 9.10 | 7.87 | ||||
| Large Blend | — | — | — | ||||
| Large Value | −0.63 | 9.83 | 7.64 | ||||
| Options-based | 2.99 | 8.37 | 6.70 | ||||
| Small Growth | 2.03 | 12.20 | 10.52 | ||||
| Foreign Large Blend | −3.29 | 6.26 | 3.28 | ||||
| Foreign Large Blend | −1.01 | 6.32 | 3.23 | ||||
| Mid-Cap Blend | −0.76 | 10.71 | 9.45 | ||||
| Large Value | −10.50 | 2.71 | 3.08 | ||||
| Large Blend | — | — | — | ||||
| Small Growth | — | — | — | ||||
| Small Blend | — | — | — | ||||
| Large Growth | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Small Value | — | — | — | ||||
| Large Value | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Growth | 9.44 | 15.48 | 13.12 | ||||
| Small Blend | — | — | — | ||||
| Mid-Cap Growth | — | — | — | ||||
| Mid-Cap Blend | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Large Blend | — | — | — | ||||
| Mid-Cap Value | — | — | — | ||||
| Mid-Cap Value | 1.88 | 7.85 | 7.78 | ||||
| Foreign Large Blend | — | — | — | ||||
| Target-Date 2060+ | 2.22 | — | — | ||||
| Target-Date 2040 | 2.86 | 9.66 | 7.01 | ||||
| Health | −20.22 | 6.32 | 5.98 | ||||
| Target-Date 2060+ | 2.09 | — | — | ||||
| Mid-Cap Blend | 5.28 | 10.22 | 7.82 | ||||
| Large Value | 8.18 | 7.60 | 7.83 | ||||
| Health | −5.59 | 8.16 | 9.04 | ||||
| Europe Stock | −4.94 | 5.23 | 5.40 | ||||
| Large Value | — | — | — | ||||
| Intermediate Core Bond | 8.10 | 2.49 | 2.74 | ||||
| World Bond | 13.41 | 4.36 | 3.94 | ||||
| Foreign Large Blend | −6.25 | 5.32 | — | ||||
| Large Value | −0.53 | 6.79 | 6.28 | ||||
| Pacific/Asia ex-Japan Stk | 8.79 | 9.87 | 7.35 | ||||
| Large Growth | 3.53 | 16.68 | 13.19 | ||||
| Large Value | 3.86 | 9.25 | 7.61 | ||||
| Options-based | −0.98 | 4.59 | 3.95 | ||||
| Large Blend | 4.27 | 10.54 | 9.39 | ||||
| Communications | 0.47 | 4.22 | 6.42 | ||||
| Real Estate | 12.70 | 7.08 | 7.66 | ||||
| Financial | −0.80 | 12.10 | 7.09 | ||||
| Target-Date 2060+ | 3.30 | 9.58 | — | ||||
| Large Value | 5.69 | 12.54 | 9.56 | ||||
| Mid-Cap Growth | −2.79 | 9.79 | 9.30 | ||||
| Foreign Large Blend | −4.25 | — | — | ||||
| Mid-Cap Value | −2.68 | 8.19 | 7.73 | ||||
| Small Blend | −9.35 | 9.32 | 9.87 | ||||
| Small Value | −8.49 | 8.00 | 8.59 | ||||
| Health | −8.54 | 9.53 | 8.11 | ||||
| Small Growth | −10.62 | 10.19 | 10.77 | ||||
| Global Real Estate | 11.46 | 4.54 | 6.38 | ||||
| Large Blend | 2.76 | 12.65 | 10.27 | ||||
| Muni National Interm | 6.99 | 2.28 | 2.55 | ||||
| Large Growth | 2.85 | 15.49 | 12.55 | ||||
| Corporate Bond | 13.11 | 4.15 | 4.75 | ||||
| Small Blend | −8.96 | 8.21 | 8.20 | ||||
| Mid-Cap Blend | −0.34 | 10.46 | — | ||||
| Large Value | 5.05 | 10.36 | 8.41 | ||||
| World Allocation | 3.34 | 5.56 | 3.45 | ||||
| Large Blend | 3.76 | 13.04 | 10.49 | ||||
| Small Growth | −6.69 | 7.47 | 5.82 | ||||
| Intermediate Government | 7.52 | 2.18 | 2.62 | ||||
| Large Value | 2.65 | 11.09 | 8.38 | ||||
| Europe Stock | — | — | — | ||||
| Foreign Large Blend | — | — | — | ||||
| Large Growth | — | — | — | ||||
| Large Value | 6.93 | 6.62 | 8.10 | ||||
| Large Blend | — | — | — | ||||
| Mid-Cap Growth | 4.85 | 12.56 | 9.98 | ||||
| Large Value | — | — | — | ||||
| Large Blend | 6.53 | 12.18 | 11.23 | ||||
| World Large Stock | −2.08 | 10.37 | 8.17 | ||||
| Foreign Large Blend | 3.94 | 10.04 | 6.90 | ||||
| Foreign Large Blend | — | — | — | ||||
| Small Value | 1.81 | 10.70 | 12.89 | ||||
| Large Blend | 19.56 | 14.19 | 13.08 | ||||
| Foreign Large Blend | −2.08 | 6.28 | 3.62 | ||||
| Allocation—50% to 70% Equity | 6.54 | 7.97 | 6.97 | ||||
| Small Value | — | — | — | ||||
| Target-Date 2030 | 4.15 | 8.32 | — | ||||
| Diversified Emerging Mkts | 0.31 | 2.68 | −0.00 | ||||
| Target-Date 2025 | 4.91 | 7.83 | — | ||||
| Mid-Cap Value | 2.31 | 8.84 | 8.37 | ||||
| Target-Date 2020 | 5.34 | 7.12 | — | ||||
| Mid-Cap Value | — | — | — | ||||
| Long-Term Bond | — | — | — | ||||
| Mid-Cap Blend | −7.56 | 5.03 | 5.56 | ||||
| Target-Date 2015 | 6.08 | 6.22 | — | ||||
| Target-Date Retirement | 6.73 | 5.11 | — | ||||
| Target-Date 2060+ | 2.15 | 9.46 | — | ||||
| Foreign Large Value | −3.36 | 4.40 | 1.71 | ||||
| Target-Date 2055 | 2.16 | 9.48 | — | ||||
| Diversified Emerging Mkts | −1.21 | 5.46 | 3.76 | ||||
| Foreign Large Blend | — | — | — | ||||
| Inflation-Protected Bond | — | — | — | ||||
| Diversified Emerging Mkts | — | — | — | ||||
| Target-Date 2055 | 1.65 | 9.45 | 7.22 | ||||
| Allocation—50% to 70% Equity | 1.61 | 6.64 | 5.14 | ||||
| Small Blend | −6.13 | 6.85 | 6.78 | ||||
| World Allocation | 5.36 | 4.14 | 4.36 | ||||
| Target-Date 2050 | 3.12 | 9.50 | 7.24 | ||||
| Large Value | −3.87 | 10.61 | 7.88 | ||||
| Global Real Estate | — | — | — | ||||
| Large Growth | −2.25 | 12.75 | 10.62 | ||||
| Small Growth | −6.35 | 18.18 | 11.77 | ||||
| Large Blend | 4.39 | 14.28 | 11.46 | ||||
| Mid-Cap Value | 2.57 | 9.63 | 10.30 | ||||
| Large Blend | 4.19 | 13.32 | 10.78 | ||||
| Muni National Short | 3.96 | 1.28 | 1.16 | ||||
| Foreign Large Growth | 0.49 | 7.10 | 3.62 | ||||
| Mid-Cap Blend | −2.74 | 9.13 | 8.64 | ||||
| Foreign Small/Mid Blend | −6.16 | 3.90 | 2.92 | ||||
| Emerging Markets Bond | 11.38 | 3.93 | 5.12 | ||||
| Foreign Large Blend | −3.35 | 2.56 | 0.84 | ||||
| Large Growth | −0.90 | 16.26 | 12.69 | ||||
| Foreign Large Blend | −1.65 | 6.49 | 3.27 | ||||
| Diversified Emerging Mkts | 0.81 | 6.03 | 2.45 | ||||
| Target-Date 2045 | 3.24 | 9.55 | 7.34 | ||||
| Large Blend | 4.04 | 13.34 | 10.69 | ||||
| Target-Date 2040 | 3.92 | 9.30 | 7.21 | ||||
| Large Value | 4.24 | 10.60 | 8.82 | ||||
| Ultrashort Bond | 2.83 | 2.26 | 1.56 | ||||
| Small Blend | −6.99 | 8.09 | 7.80 | ||||
| World Large Stock | −1.54 | 15.33 | 12.17 | ||||
| Large Growth | 3.74 | 16.10 | 12.56 | ||||
| Large Blend | 2.92 | 12.82 | 10.41 | ||||
| Target-Date 2035 | 4.52 | 9.04 | 7.11 | ||||
| Multisector Bond | 7.54 | 2.75 | 2.77 | ||||
| Target-Date 2030 | 5.27 | 8.62 | 6.86 | ||||
| Intermediate Core Bond | 10.19 | 2.83 | 3.29 | ||||
| Foreign Small/Mid Blend | −8.18 | 3.85 | 2.98 | ||||
| Target-Date 2025 | 5.55 | 8.05 | 6.48 | ||||
| Corporate Bond | 12.98 | 5.23 | 5.49 | ||||
| Target-Date 2060+ | 2.07 | 9.41 | 7.20 | ||||
| Bank Loan | 1.38 | 3.46 | 3.02 | ||||
| Muni National Short | 5.07 | 2.00 | 1.94 | ||||
| Target-Date 2020 | 5.71 | 6.87 | 5.67 | ||||
| Muni National Long | 9.38 | 3.76 | 4.57 | ||||
| Large Blend | 4.15 | 13.57 | 10.88 | ||||
| Target-Date 2040 | −0.03 | 8.87 | 7.09 | ||||
| Mid-Cap Value | −0.71 | 8.16 | 8.84 | ||||
| Target-Date 2015 | 5.96 | 5.77 | 4.81 | ||||
| World Large Stock | −5.56 | 5.52 | 5.26 | ||||
| Target-Date Retirement | 6.05 | 5.20 | 4.35 | ||||
| Intermediate Core Bond | 10.35 | 2.81 | 3.28 | ||||
| Target-Date 2060+ | 3.18 | 9.54 | 7.24 | ||||
| Target-Date 2055 | 3.19 | 9.57 | 7.28 | ||||
| Target-Date Retirement | 5.95 | 4.44 | 4.01 | ||||
| Muni National Interm | 5.66 | 1.64 | 2.23 | ||||
| Large Value | — | — | — | ||||
| Large Blend | −1.10 | 12.31 | 9.45 | ||||
| World Large Stock | −6.99 | — | — | ||||
| Large Value | 7.17 | 12.13 | 8.84 | ||||
| Target-Date 2045 | 1.61 | 9.41 | 7.19 | ||||
| Large Growth | — | — | — | ||||
| High Yield Bond | 6.61 | 5.61 | 5.54 | ||||
| Target-Date 2050 | 1.66 | 9.44 | 7.21 | ||||
| Multisector Bond | 6.16 | 5.29 | 5.12 | ||||
| Multialternative | −0.92 | −0.22 | 1.97 | ||||
| World Large Stock | 7.62 | 12.54 | 10.15 | ||||
| World Small/Mid Stock | −6.54 | 2.09 | — | ||||
| Small Value | −6.49 | 5.38 | 3.78 | ||||
| High Yield Muni | 5.88 | 2.58 | 3.11 | ||||
| Small Growth | −3.55 | 13.71 | 10.46 | ||||
| Foreign Large Growth | 0.78 | 7.01 | 4.65 | ||||
| Diversified Emerging Mkts | −1.75 | 4.85 | 2.07 | ||||
| Large Blend | 0.21 | 12.00 | 9.53 | ||||
| Large Blend | 3.98 | 13.08 | 10.53 | ||||
| Large Blend | −1.02 | 10.83 | 8.51 | ||||
| Intermediate Government | 10.41 | 2.13 | 2.81 | ||||
| Foreign Large Value | −3.25 | 5.71 | 1.97 | ||||
| Mid-Cap Growth | 2.40 | 14.21 | 11.37 | ||||
| Large Value | 7.15 | 10.16 | 8.87 | ||||
| Large Blend | 2.86 | 12.56 | 10.24 | ||||
| Target-Date 2060+ | 3.03 | — | — | ||||
| Emerging Markets Bond | 5.64 | 2.18 | 4.23 | ||||
| Foreign Large Blend | 4.47 | 10.16 | 7.10 | ||||
| Intermediate Core Bond | 10.35 | 2.94 | 3.11 | ||||
| Large Growth | 1.97 | 18.16 | 14.15 | ||||
| Large Growth | 8.34 | 22.63 | 15.74 | ||||
| Financial | −3.83 | 6.36 | 5.92 | ||||
| Muni National Short | 6.20 | 1.99 | 2.21 | ||||
| Large Growth | 20.02 | 21.90 | 16.64 | ||||
| Small Value | −5.59 | 7.20 | 7.47 | ||||
| World Large Stock | −1.42 | 9.24 | 6.95 | ||||
| Target-Date 2025 | 6.07 | 7.07 | 6.09 | ||||
| Target-Date 2060+ | −0.83 | — | — | ||||
| Foreign Large Blend | 4.70 | 3.84 | 4.02 | ||||
| Global Real Estate | 14.53 | 8.02 | 8.34 | ||||
| Target-Date 2060+ | 2.07 | — | — | ||||
| Target-Date 2035 | 3.93 | 9.29 | 7.65 | ||||
| Multialternative | −10.11 | −1.41 | 1.70 | ||||
| Ultrashort Bond | 1.95 | 2.37 | 1.96 | ||||
| Target-Date 2045 | 2.98 | 9.89 | 8.02 | ||||
| High Yield Bond | 7.49 | 5.78 | 5.38 | ||||
| High Yield Bond | 6.30 | 5.49 | 4.45 | ||||
| Intermediate Core Bond | 8.76 | 3.23 | 3.36 | ||||
| Target-Date 2050 | −0.05 | 8.86 | 7.09 | ||||
| Target-Date 2055 | 2.95 | 9.64 | 7.88 | ||||
| Target-Date 2045 | −0.07 | 8.85 | 7.08 | ||||
| Muni National Short | 2.14 | 0.63 | 0.38 | ||||
| Financial | −1.11 | 10.59 | 8.56 | ||||
| Real Estate | 18.58 | 7.10 | 9.75 | ||||
| Intermediate Government | 6.87 | 1.92 | 2.35 | ||||
| Allocation—50% to 70% Equity | 5.80 | 6.61 | 5.71 | ||||
| Large Blend | — | — | — | ||||
| Intermediate Government | 9.58 | 2.12 | 2.63 | ||||
| Small Blend | −8.84 | 8.28 | 8.23 | ||||
| Allocation—50% to 70% Equity | 4.75 | 7.88 | 6.64 | ||||
| Large Blend | — | — | — | ||||
| Large Growth | — | — | — | ||||
| Large Blend | −0.39 | 10.11 | 7.89 | ||||
| Muni National Long | 9.59 | 3.47 | 4.04 | ||||
| Small Blend | −4.10 | 10.17 | 9.27 | ||||
| Intermediate Core Bond | 10.48 | 3.35 | 3.57 | ||||
| Mid-Cap Value | −3.38 | 7.53 | 6.28 | ||||
| Large Blend | 6.63 | 12.31 | 10.86 | ||||
| Nontraditional Bond | 2.84 | 4.22 | 2.89 | ||||
| Pacific/Asia ex-Japan Stk | 5.54 | 7.77 | 5.35 | ||||
| Large Growth | 4.46 | 18.39 | 13.88 | ||||
| Large Growth | 7.43 | 17.34 | 13.09 | ||||
| Large Value | 5.60 | 9.50 | 7.35 | ||||
| Foreign Small/Mid Value | −6.88 | 4.73 | 3.45 | ||||
| Large Growth | 1.09 | 15.26 | 11.63 | ||||
| Diversified Emerging Mkts | 3.41 | 4.76 | 0.24 | ||||
| Target-Date 2060+ | 2.94 | 9.96 | 7.51 | ||||
| Target-Date 2060+ | 1.68 | 9.45 | 7.22 | ||||
| Allocation—70% to 85% Equity | 2.36 | 8.36 | 6.82 | ||||
| Large Blend | 4.04 | 13.15 | 10.58 | ||||
| Small Growth | 2.02 | 16.00 | 13.93 | ||||
| Mid-Cap Growth | 4.87 | 14.97 | 12.92 | ||||
| Target-Date 2060+ | −0.00 | 8.84 | 7.06 | ||||
| Pacific/Asia ex-Japan Stk | 8.48 | 9.84 | 7.24 | ||||
| Mid-Cap Growth | 7.14 | 14.88 | 13.17 | ||||
| Large Blend | 11.56 | 14.01 | 12.01 | ||||
| Mid-Cap Blend | −3.77 | 9.84 | 8.40 | ||||
| Large Growth | 2.06 | 16.31 | 13.01 | ||||
| Large Growth | 4.67 | 14.95 | 13.02 | ||||
| Large Blend | −1.43 | 10.53 | 8.05 | ||||
| High Yield Bond | 7.43 | 5.89 | 4.89 | ||||
| Foreign Large Value | −8.01 | 3.89 | 0.68 | ||||
| Foreign Large Growth | 1.20 | 6.43 | 4.44 | ||||
| Foreign Small/Mid Growth | −5.02 | 7.07 | 7.24 | ||||
| Foreign Large Growth | 1.38 | 6.89 | 4.97 | ||||
| Large Growth | 1.61 | 16.39 | 13.79 | ||||
| Mid-Cap Growth | 4.83 | 19.71 | 15.81 | ||||
| Foreign Large Blend | — | — | — | ||||
| Target-Date 2050 | 2.21 | 10.02 | 7.38 | ||||
| Diversified Emerging Mkts | −5.15 | 4.70 | 1.09 | ||||
| Allocation—50% to 70% Equity | 10.64 | 11.14 | 10.39 | ||||
| Foreign Large Growth | 1.63 | 7.04 | 5.08 | ||||
| Multialternative | 0.51 | — | — | ||||
| Allocation—15% to 30% Equity | 5.24 | 4.10 | 3.75 | ||||
| Large Value | 3.74 | 10.20 | 7.42 | ||||
| Large Growth | −1.29 | 14.88 | 11.59 | ||||
| Europe Stock | 1.66 | 6.29 | 2.79 | ||||
| Large Growth | −1.51 | 16.64 | 12.90 | ||||
| Large Blend | — | — | — | ||||
| Large Blend | 4.19 | 13.27 | 10.73 | ||||
| Muni National Short | 4.48 | 1.68 | 1.57 | ||||
| Intermediate Government | 9.91 | 2.01 | 2.79 | ||||
| High Yield Muni | 9.36 | 4.63 | 5.91 | ||||
| Mid-Cap Growth | 7.42 | 20.15 | 15.06 | ||||
| Large Blend | 4.22 | 13.36 | 10.79 | ||||
| High Yield Bond | 6.96 | 5.92 | 5.21 | ||||
| Technology | 3.63 | 23.50 | 20.16 | ||||
| Large Growth | 3.11 | 15.53 | 12.63 | ||||
| World Large Stock | 10.09 | 13.84 | 11.31 | ||||
| Small Blend | −9.48 | 9.13 | 9.65 | ||||
| Large Value | 5.38 | 10.43 | 8.31 | ||||
| Mid-Cap Blend | −2.55 | 9.32 | 8.82 | ||||
| Large Value | — | — | — | ||||
| Large Blend | 0.65 | 11.28 | 9.67 | ||||
| Large Blend | −0.26 | 10.72 | 8.23 | ||||
| World Large Stock | — | — | — | ||||
| Diversified Emerging Mkts | 11.36 | 10.24 | 5.76 | ||||
| Real Estate | 18.47 | 7.17 | 10.48 | ||||
| Foreign Large Growth | 0.36 | 7.62 | 6.68 | ||||
| Utilities | 27.61 | 12.72 | 11.59 | ||||
| Mid-Cap Blend | −2.69 | 9.09 | 8.59 | ||||
| Small Growth | −1.41 | 12.98 | 11.07 | ||||
| Mid-Cap Growth | 4.75 | 14.02 | 10.69 | ||||
| World Large Stock | 2.91 | 17.60 | 15.67 | ||||
| Diversified Emerging Mkts | −3.88 | 1.93 | 1.06 | ||||
| Foreign Large Blend | −1.38 | 6.22 | 2.81 | ||||
| Muni National Interm | 7.48 | 2.50 | 2.92 | ||||
| Large Growth | −4.45 | 17.12 | 13.99 | ||||
| World Large Stock | 1.51 | 10.02 | 6.90 | ||||
| Foreign Large Blend | −1.02 | 6.50 | 3.34 | ||||
| World Bond | 3.70 | 1.75 | 1.56 | ||||
| High Yield Bond | 4.78 | 4.50 | 4.16 | ||||
| Muni National Long | 8.65 | 3.01 | 3.53 | ||||
| Financial | −8.34 | 9.84 | 10.04 | ||||
| Intermediate Core Bond | 7.74 | 2.26 | 2.76 | ||||
| Muni National Long | 7.88 | 2.92 | 3.49 | ||||
| High Yield Bond | 5.19 | 6.85 | 5.79 | ||||
| Large Growth | 1.65 | 10.71 | 8.28 | ||||
| Foreign Large Growth | −1.63 | 5.98 | 4.20 | ||||
| Foreign Large Growth | −3.34 | 6.68 | 5.37 | ||||
| Multisector Bond | 7.74 | 4.01 | 3.86 | ||||
| Muni National Interm | 7.55 | 2.74 | 2.94 | ||||
| Mid-Cap Value | 4.80 | 8.96 | 7.85 | ||||
| Muni National Short | 4.22 | 1.41 | 1.38 | ||||
| Foreign Small/Mid Growth | 0.18 | 11.24 | 8.53 | ||||
| High Yield Muni | 8.51 | 3.80 | 4.77 |
The Analyst Rating for funds reflects a Morningstar analyst’s qualitative assessment of a fund’s future prospects. This is different than the star rating, which is purely quantitative and backward-looking.
- The Analyst Rating is based on the analyst’s conviction in the fund’s ability to perform better than similar funds over the long term.
- We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating.
- If a fund receives a Gold, Silver, or Bronze Medalist rating, that means we expect it to perform better than similar funds over a full market cycle of at least five years.
List Criteria
Medalist Funds (Gold, Silver, or Bronze)
The Analyst Rating for Funds is based on our fund analysts’ conviction in a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Distinct Portfolios Only
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. Screening for “distinct portfolios only” removes all but one of these options to avoid having several share classes of the same offering cluttering the list. Morningstar normally designates the oldest share class as the distinct portfolio. In some cases, this share class may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. In those cases, investors may want to consider an “investor” share class of the same fund, though the fund expenses may be higher for those share classes.