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TheStreet Rating

List of 20 Best Asset Allocation Funds

Top-Rated Mutual Funds

Top-Rated Asset Allocation Funds as of 2/28/15

Fund NameGet InfoOverall RatingRisk Grade
SEI Inst Dynamic Asset AllSDLAXA+B-
Vanguard Diversified EquityVDEQXAC+
Fidelity Srs Real Estate IncFSREXBB+
AdvisorOne Hrzn Act Asst AllAAANXBB
VY T Rowe Price Cap App SvcITCSXBC+
T Rowe Price Cap AppreciationPRWCXBC+
Wells Fargo Adv Idx Asst AllSFAAXBB
Putnam Retirement Ready 2045PRVLXB-B-
Vanguard Target Ret 2045 InvVTIVXB-B-
Vanguard Target Reti 2040 InvVFORXB-B-
Astor STAR ETF AASPGXB-B-
TIAA-CREF Lifecycle Indx 2040TLZRXB-B-
Vanguard Target Ret 2035VTTHXB-B-
TIAA-CREF Lifecycle Indx 2050TLLRXB-B-
TIAA-CREF Lifecycle Indx 2045TLMRXB-B-
Vanguard LifeStrategy GrowthVASGXB-B
Vanguard Target Ret 2030VTHRXB-B
TIAA-CREF Lifecycle Indx 2035TLYRXB-B-
George Putnam Balanced APGEOXB-B
Putnam Retirement Ready 2040PRRZXB-B-

Source: TheStreet Ratings

The 20 asset-allocation mutual funds (listed above) are ranked highest by TheStreet Ratings' methodology.

Best Mutual Funds for 2015

Mutual Fund Center

Asset-Allocation Mutual Funds

With the global economy growing, demand improves for energy and metals.
5/30/14 11:07AM
In the choppy emerging markets, some winning managers use distinctive strategies to limit losses.
4/2/14 10:01AM
All-cap mutual funds can deliver solid results under different market conditions.
3/25/14 8:51AM
Perhaps. Computerized systems are building low-cost portfolios and costing investors less.
3/6/14 10:48AM
Critics suggest starting with small equity holdings and gradually increasing the allocation.
2/28/14 10:26AM
Portfolio managers can still find undiscovered shares that sell at hefty discounts.
2/3/14 10:34AM
Here are some balanced mutual funds that boosted returns with high-yield bonds.
1/23/14 10:51AM
Most global bond managers have outdone the benchmarks.
1/8/14 10:28AM
GMO founder Jeremy Grantham worries that stocks are too expensive.
1/7/14 9:49AM
Rising interest rates have created headwinds.
1/6/14 10:41AM
Unable to find bargains, some mutual fund managers are choosing to hold cash.
12/19/13 9:54AM
Betting on macro trends, two veteran managers have delivered winning returns.
12/11/13 9:17AM
Critics suggest shifting stock allocations.
11/22/13 8:58AM
Some money managers are leaving fixed income and shifting to equities.
11/7/13 10:25AM
By holding mixes of stocks and bonds, these funds deliver steady results.
8/23/13 9:27AM

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