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 703 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 450 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 619 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 703 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 246 funds in the Tactical Allocation category.
10-year Morningstar RatingTM among 70 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 323 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 201 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 279 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar RatingTM among 323 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
3-year Morningstar RatingTM among 439 funds in the Allocation--30% to 50% Equity category.
Multi-Asset Absolute Return Fund
Overall Morningstar RatingTM among 299 funds in the Multialternative category.
5-year Morningstar RatingTM among 160 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
Overall Morningstar RatingTM among 175 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 67 funds in the Target-Date 2035 category.
5-year Morningstar RatingTM among 136 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
Overall Morningstar RatingTM among 195 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 161 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
Overall Morningstar RatingTM among 175 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 136 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
Overall Morningstar RatingTM among 190 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 156 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
Overall Morningstar RatingTM among 173 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 112 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund