Robert J. Schoen

Chief Investment Officer, Global Asset Allocation

Funds managed

Fact sheet Annual Semi-annual
Dynamic Asset Allocation Balanced Fund
Overall Morningstar RatingTM among 683 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 439 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 621 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 683 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 250 funds in the Tactical Allocation category.
10-year Morningstar RatingTM among 78 funds in the Tactical Allocation category.
5-year Morningstar RatingTM among 185 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 317 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 200 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 275 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar RatingTM among 317 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
3-year Morningstar RatingTM among 424 funds in the Allocation--30% to 50% Equity category.
Multi-Asset Absolute Return Fund
Overall Morningstar RatingTM among 305 funds in the Multialternative category.
5-year Morningstar RatingTM among 161 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 RatingTM among 67 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
Overall Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 97 funds in the Target-Date 2040 category.
5-year Morningstar RatingTM among 156 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
Overall Morningstar RatingTM among 173 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 66 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 134 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
Overall Morningstar RatingTM among 188 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 74 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 151 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
Overall Morningstar RatingTM among 171 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 107 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund