Robert J. Schoen Chief Investment Officer, Global Asset Allocation

Funds managed

 Fact sheet Annual Semi-annual
Absolute Return 500 Fund
3-year Morningstar rating among 39 funds in the Multialternative category.
Absolute Return 700 Fund
overall Morningstar rating among 39 funds in the Multialternative category.
5-year Morningstar rating among 154 funds in the Multialternative category.
3-year Morningstar rating among 39 funds in the Multialternative category.
Dynamic Asset Allocation Balanced Fund
overall Morningstar rating among 725 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 458 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 664 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 725 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
overall Morningstar rating among 252 funds in the Tactical Allocation category.
10-year Morningstar rating among 69 funds in the Tactical Allocation category.
5-year Morningstar rating among 190 funds in the Tactical Allocation category.
3-year Morningstar rating among 252 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
overall Morningstar rating among 319 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 202 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 284 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 319 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Low Volatility Equity Fund
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
5-year Morningstar rating among 124 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
5-year Morningstar rating among 155 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
overall Morningstar rating among 162 funds in the Target-Date 2045 category.
5-year Morningstar rating among 123 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 180 funds in the Target-Date 2050 category.
5-year Morningstar rating among 144 funds in the Target-Date 2050 category.
3-year Morningstar rating among 180 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
overall Morningstar rating among 149 funds in the Target-Date 2055 category.
5-year Morningstar rating among 92 funds in the Target-Date 2055 category.
3-year Morningstar rating among 149 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund