James A. Fetch

Co-Head of Global Asset Allocation

Funds managed

Fact sheet Annual Semi-annual
Dynamic Asset Allocation Balanced Fund
overall Morningstar rating among 674 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 439 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 617 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 674 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
overall Morningstar rating among 248 funds in the Tactical Allocation category.
10-year Morningstar rating among 77 funds in the Tactical Allocation category.
5-year Morningstar rating among 185 funds in the Tactical Allocation category.
Dynamic Asset Allocation Growth Fund
overall Morningstar rating among 313 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 199 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 274 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 313 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
3-year Morningstar rating among 425 funds in the Allocation--30% to 50% Equity category.
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.
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 193 funds in the Target-Date 2040 category.
10-year Morningstar rating among 96 funds in the Target-Date 2040 category.
5-year Morningstar rating among 150 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
overall Morningstar rating among 173 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 133 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 188 funds in the Target-Date 2050 category.
10-year Morningstar rating among 70 funds in the Target-Date 2050 category.
5-year Morningstar rating among 145 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
5-year Morningstar rating among 106 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund