Robert J. Schoen Chief Investment Officer, Global Asset Allocation

Funds managed

Fact sheet Annual Semi-annual
Absolute Return 500 Fund
Absolute Return 700 Fund
overall Morningstar rating among 278 funds in the Multialternative category.
5-year Morningstar rating among 150 funds in the Multialternative category.
3-year Morningstar rating among 278 funds in the Multialternative category.
Dynamic Asset Allocation Balanced Fund
overall Morningstar rating among 680 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 442 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 628 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 680 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
overall Morningstar rating among 242 funds in the Tactical Allocation category.
10-year Morningstar rating among 71 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 318 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 203 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 276 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 318 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
10-year Morningstar rating among 67 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
overall Morningstar rating among 190 funds in the Target-Date 2040 category.
10-year Morningstar rating among 89 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 168 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 131 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 185 funds in the Target-Date 2050 category.
10-year Morningstar rating among 61 funds in the Target-Date 2050 category.
5-year Morningstar rating among 144 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
5-year Morningstar rating among 105 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund