James A. Fetch Co-Head of 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 247 funds in the Multialternative category.
5-year Morningstar rating among 153 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 723 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar rating among 452 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar rating among 652 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar rating among 723 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 67 funds in the Tactical Allocation category.
5-year Morningstar rating among 179 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 328 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar rating among 206 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar rating among 285 funds in the Allocation--70% to 85% Equity category.
3-year Morningstar rating among 328 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation 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
overall Morningstar rating among 159 funds in the Target-Date 2035 category.
5-year Morningstar rating among 122 funds in the Target-Date 2035 category.
3-year Morningstar rating among 159 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
overall Morningstar rating among 185 funds in the Target-Date 2040 category.
5-year Morningstar rating among 152 funds in the Target-Date 2040 category.
3-year Morningstar rating among 185 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
overall Morningstar rating among 159 funds in the Target-Date 2045 category.
5-year Morningstar rating among 121 funds in the Target-Date 2045 category.
3-year Morningstar rating among 159 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
overall Morningstar rating among 177 funds in the Target-Date 2050 category.
5-year Morningstar rating among 141 funds in the Target-Date 2050 category.
3-year Morningstar rating among 177 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
overall Morningstar rating among 146 funds in the Target-Date 2055 category.
5-year Morningstar rating among 93 funds in the Target-Date 2055 category.
3-year Morningstar rating among 146 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund