Robert J. Schoen

Chief Investment Officer, Global Asset Allocation

Funds managed

 Fact sheet Annual Semi-annual
Dynamic Asset Allocation Balanced Fund
overall Morningstar rating among 671 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 440 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 616 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 671 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
overall Morningstar rating among 245 funds in the Tactical Allocation category.
10-year Morningstar rating among 77 funds in the Tactical Allocation category.
5-year Morningstar rating among 182 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
overall Morningstar rating among 314 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 204 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 275 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 314 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
overall Morningstar rating among 288 funds in the Multialternative category.
5-year Morningstar rating among 148 funds in the Multialternative category.
3-year Morningstar rating among 288 funds in the Multialternative category.
Retirement Advantage 2020 Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2030 Fund
Retirement Advantage 2035 Fund
Retirement Advantage 2040 Fund
Retirement Advantage 2045 Fund
Retirement Advantage 2050 Fund
Retirement Advantage 2055 Fund
Retirement Advantage 2060 Fund
Retirement Advantage Maturity Fund
Retirement Income Fund Lifestyle 1
RetirementReady 2020 Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
10-year Morningstar rating among 67 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
overall Morningstar rating among 191 funds in the Target-Date 2040 category.
10-year Morningstar rating among 95 funds in the Target-Date 2040 category.
5-year Morningstar rating among 149 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
overall Morningstar rating among 171 funds in the Target-Date 2045 category.
10-year Morningstar rating among 66 funds in the Target-Date 2045 category.
5-year Morningstar rating among 132 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 186 funds in the Target-Date 2050 category.
10-year Morningstar rating among 66 funds in the Target-Date 2050 category.
5-year Morningstar rating among 144 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
overall Morningstar rating among 169 funds in the Target-Date 2055 category.
5-year Morningstar rating among 105 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund