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Morningstar

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 %
1290 Loomis Sayles Multi-Asset Income Fd
Moderately Conservative Allocation
0.840%
4%
2%
—
1290 Retirement 2020 Fund
Target-Date 2020
0.650%
77%
79%
—
1290 Retirement 2025 Fund
Target-Date 2025
0.650%
77%
74%
—
1290 Retirement 2030 Fund
Target-Date 2030
0.650%
86%
79%
—
1290 Retirement 2035 Fund
Target-Date 2035
0.650%
90%
88%
—
1290 Retirement 2040 Fund
Target-Date 2040
0.650%
93%
80%
—
1290 Retirement 2045 Fund
Target-Date 2045
0.650%
96%
86%
—
1290 Retirement 2050 Fund
Target-Date 2050
0.650%
96%
81%
—
1290 Retirement 2055 Fund
Target-Date 2055
0.650%
94%
83%
—
1290 Retirement 2060 Fund
Target-Date 2060
0.650%
86%
64%
—
1919 Socially Responsive Balanced Fund
Moderate Allocation
0.980%
40%
6%
12%
AB All Market Total Return Portfolio
Moderate Allocation
0.790%
96%
96%
91%
AB Global Risk Allocation Fund
Tactical Allocation
1.320%
27%
30%
48%
AB Sustainable Thematic Balanced Port
Moderate Allocation
0.750%
99%
99%
98%
ACR Multi-Strategy Quality Ret (MQR) Fd
Tactical Allocation
1.270%
1%
12%
—
ALPS/Smith Balanced Opportunity Fund
Moderate Allocation
0.850%
—
—
—
AMG GW&K Global Allocation Fund
Global Allocation
0.820%
82%
50%
8%
AQR Multi-Asset Fund
Tactical Allocation
0.810%
50%
27%
50%
ATAC Rotation Fund
Tactical Allocation
1.880%
99%
93%
77%
Abraham Fortress Fund
Moderate Allocation
0.650%
—
—
—
Absolute Capital Asset Allocator Fund
Tactical Allocation
1.850%
72%
78%
—
Absolute Capital Defender Fund
Tactical Allocation
1.870%
76%
77%
—
Absolute Flexible Fund
Convertibles
1.490%
—
—
—
Alger Balanced Portfolio Fund
Moderate Allocation
1.040%
19%
9%
10%
AllianceBern Overlay A Portfolio
Global Allocation
0.940%
—
—
—
AllianceBern Overlay B Portfolio
Global Allocation
0.710%
—
—
—
AllianceBern Tax–Aware Overlay A Port
Global Allocation
0.920%
—
—
—
AllianceBern Tax–Aware Overlay B Port
Conservative Allocation
0.710%
—
—
—
AllianceBern Tax–Aware Overlay C Port
Global Allocation
0.750%
—
—
—
AllianceBern Tax–Aware Overlay N Port
Conservative Allocation
0.770%
—
—
—
Allspring Absolute Return Fund
Global Allocation
1.620%
87%
91%
91%
Allspring Asset Allocation Fund
Moderate Allocation
1.130%
47%
77%
89%
Allspring Diversified Capital Bldr Fd
Moderately Aggressive Allocation
1.110%
16%
6%
1%
Allspring Diversified Income BuilderFd
Moderately Conservative Allocation
0.850%
80%
92%
55%
Allspring Dynamic Target 2015 Fund
Target-Date 2015
0.600%
88%
79%
—
Allspring Dynamic Target 2020 Fund
Target-Date 2020
0.600%
74%
67%
—
Allspring Dynamic Target 2025 Fund
Target-Date 2025
0.600%
63%
46%
—
Allspring Dynamic Target 2030 Fund
Target-Date 2030
0.600%
67%
27%
—
Allspring Dynamic Target 2035 Fund
Target-Date 2035
0.600%
85%
40%
—
Allspring Dynamic Target 2040 Fund
Target-Date 2040
0.600%
90%
69%
—
Allspring Dynamic Target 2045 Fund
Target-Date 2045
0.600%
90%
69%
—
Allspring Dynamic Target 2050 Fund
Target-Date 2050
0.600%
91%
62%
—
Allspring Dynamic Target 2055 Fund
Target-Date 2055
0.600%
92%
58%
—
Allspring Dynamic Target 2060 Fund
Target-Date 2060
0.600%
94%
66%
—
Allspring Dynamic Target 2065 Fund
Target-Date 2065+
0.600%
—
—
—
Allspring Dynamic Target Today Fund
Target-Date Retirement
0.600%
58%
42%
—
Allspring Growth Balanced Fund
Moderate Allocation
0.950%
43%
51%
31%
Allspring Index Asset Allocation Fund
Moderate Allocation
1.080%
74%
20%
8%
Allspring Moderate Balanced Fund
Moderately Conservative Allocation
0.900%
35%
25%
13%
Allspring Spectrum Aggressive Gr Fd
Aggressive Allocation
1.770%
90%
24%
37%
Allspring Spectrum Conservative Gr Fd
Moderately Conservative Allocation
1.850%
88%
67%
72%
Allspring Spectrum Growth Fd
Moderately Aggressive Allocation
1.790%
91%
73%
70%
Allspring Spectrum Income Allc Fd
Conservative Allocation
1.800%
91%
86%
90%
Allspring Spectrum Moderate Growth Fd
Moderate Allocation
1.800%
95%
77%
75%
Alpha Fiduciary Quantitative Strat Fd
Tactical Allocation
1.770%
25%
—
—
AmericaFirst Income Fund
Moderately Aggressive Allocation
1.970%
90%
97%
100%
AmericaFirst Monthly Risk-On Risk-Off
Tactical Allocation
3.440%
96%
100%
88%
American Beacon AHL TargetRisk Core Fund
Tactical Allocation
0.990%
—
—
—
American Beacon AHL TargetRisk Fund
Tactical Allocation
1.110%
84%
—
—
American Beacon Balanced Fd
Moderate Allocation
0.720%
8%
30%
28%
American Century Balanced Fund
Moderate Allocation
0.910%
84%
39%
39%
American Century One Choice 2025 Port
Target-Date 2025
0.570%
61%
57%
67%
American Century One Choice 2030 Port
Target-Date 2030
0.590%
84%
72%
75%
American Century One Choice 2035 Port
Target-Date 2035
0.620%
88%
81%
77%
American Century One Choice 2040 Port
Target-Date 2040
0.640%
90%
84%
79%
American Century One Choice 2045 Port
Target-Date 2045
0.670%
92%
79%
69%
American Century One Choice 2050 Port
Target-Date 2050
0.690%
90%
64%
57%
American Century One Choice 2055 Port
Target-Date 2055
0.690%
86%
59%
51%
American Century One Choice 2060 Port
Target-Date 2060
0.540%
78%
45%
—
American Century One Choice 2065 Port
Target-Date 2065+
0.540%
—
—
—
American Century One Choice Blend+ 2015
Target-Date 2015
0.230%
—
—
—
American Century One Choice Blend+ 2020
Target-Date 2020
0.230%
—
—
—
American Century One Choice Blend+ 2025
Target-Date 2025
0.230%
—
—
—
American Century One Choice Blend+ 2030
Target-Date 2030
0.230%
—
—
—
American Century One Choice Blend+ 2035
Target-Date 2035
0.230%
—
—
—
American Century One Choice Blend+ 2040
Target-Date 2040
0.230%
—
—
—
American Century One Choice Blend+ 2045
Target-Date 2045
0.230%
—
—
—
American Century One Choice Blend+ 2050
Target-Date 2050
0.230%
—
—
—
American Century One Choice Blend+ 2055
Target-Date 2055
0.230%
—
—
—
American Century One Choice Blend+ 2060
Target-Date 2060
0.230%
—
—
—
American Century One Choice Blend+ 2065
Target-Date 2065+
0.230%
—
—
—
American Century One Choice In Ret Port
Target-Date Retirement
0.550%
1%
2%
1%
American Century One ChoicePort Agrsv
Moderately Aggressive Allocation
0.930%
38%
38%
31%
American Century One ChoicePort Cnsrv
Moderately Conservative Allocation
0.790%
15%
22%
18%
American Century One ChoicePort Mod
Moderate Allocation
0.870%
41%
50%
45%
American Century One ChoicePort VryAgrsv
Aggressive Allocation
1.040%
43%
29%
20%
American Century One ChoicePort VryCnsrv
Conservative Allocation
0.690%
16%
12%
12%
American Century Strat Allc: Agrsv Fd
Moderately Aggressive Allocation
0.800%
20%
22%
22%
American Century Strat Allc: Cnsrv Fd
Moderately Conservative Allocation
0.830%
10%
12%
16%
American Century Strat Allc: Mod Fd
Moderate Allocation
0.840%
21%
38%
43%
American Fds Tx-Awr Cnsvtv Gr&Inc Port
Moderately Conservative Allocation
0.410%
8%
6%
2%
American Funds 2010 Trgt Date Retire Fd
Target-Date 2000-2010
0.330%
20%
1%
1%
American Funds 2015 Trgt Date Retire Fd
Target-Date 2015
0.350%
17%
1%
1%
American Funds 2020 Trgt Date Retire Fd
Target-Date 2020
0.350%
40%
4%
2%
American Funds 2025 Trgt Date Retire Fd
Target-Date 2025
0.370%
33%
2%
1%
American Funds 2030 Trgt Date Retire Fd
Target-Date 2030
0.380%
35%
3%
1%
American Funds 2035 Trgt Date Retire Fd
Target-Date 2035
0.400%
23%
1%
1%
American Funds 2040 Trgt Date Retire Fd
Target-Date 2040
0.410%
32%
1%
1%
American Funds 2045 Trgt Date Retire Fd
Target-Date 2045
0.420%
62%
4%
1%
American Funds 2050 Trgt Date Retire Fd
Target-Date 2050
0.430%
76%
5%
1%

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