105 funds with an overall Morningstar Rating™ of 4 or 5 stars as of October 31, 20251
Morningstar Ratings measure risk-adjusted returns. The overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.
Past performance is not an indicator or a guarantee of future performance.
US Equity
Morningstar Category: Large Growth
Share class inception date : 7/1/1999
Share class inception date : 5/25/2021
Morningstar Category: Large Value
Share class inception date : 5/25/2021
Share class inception date : 10/1/1998
Share class inception date : 2/7/1996
Share class inception date : 12/1/1994
Share class inception date : 5/15/2008
Morningstar Category: Large Blend
Share class inception date : 9/24/2010
Share class inception date : 4/4/2000
Share class inception date : 8/4/1998
Share class inception date : 6/1/2016
Share class inception date : 5/1/2015
Share class inception date : 4/26/2017
Share class inception date : 12/18/2008
Morningstar Category: Small Growth
Share class inception date : 11/3/2003
Morningstar Category: Small Value
Share class inception date : 11/1/2005
Share class inception date : 11/19/1996
Morningstar Category: Small Blend
Share class inception date : 3/13/2000
Share class inception date : 12/31/1991
Share class inception date : 10/31/1972
Morningstar Category: Mid-Cap Growth
Share class inception date : 11/30/2012
International Equity
Morningstar Category: Foreign Large Growth
Share class inception date : 3/4/2004
Morningstar Category: Foreign Large Value
Share class inception date : 6/1/2016
Share class inception date : 7/27/2016
Share class inception date : 7/3/1996
Share class inception date : 10/2/2000
Morningstar Category: Foreign Large Blend
Share class inception date : 5/5/1998
Share class inception date : 9/23/2002
Share class inception date : 7/12/1996
Morningstar Category: Diversified Emerging Markets
Share class inception date : 6/1/2016
Share class inception date : 9/29/2008
Share class inception date : 1/2/1997
Morningstar Category: Global Large-Stock Blend
Share class inception date : 5/20/2003
Morningstar Category: Europe Stock
Share class inception date : 11/2/2017
Morningstar Category: Japan Stock
Share class inception date : 11/2/2017
Morningstar Category: China Region
Share class inception date : 11/2/2017
Share class inception date : 11/2/2017
Morningstar Category: Latin America Stock
Share class inception date : 11/3/2017
Sector Equity
Morningstar Category: Utilities
Share class inception date : 12/31/1996
Morningstar Category: Health
Share class inception date : 4/4/2000
Morningstar Category: Technology
Share class inception date : 2/25/2020
Share class inception date : 12/18/2008
Morningstar Category: Equity Precious Metals
Share class inception date : 12/31/1996
Alternative
Morningstar Category: Multistrategy
Share class inception date : 12/18/2019
Allocation
Morningstar Category: Aggressive Allocation
Share class inception date : 8/15/2003
Share class inception date : 12/16/2008
Morningstar Category: Moderately Aggressive Allocation
Share class inception date : 12/1/2005
Share class inception date : 7/14/1994
Morningstar Category: Moderate Allocation
Share class inception date : 3/31/1994
Share class inception date : 7/5/1994
Morningstar Category: Conservative Allocation
Share class inception date : 7/14/1994
Morningstar Category: Convertibles
Share class inception date : 5/15/2008
Morningstar Category: Global Moderate Allocation
Share class inception date : 8/15/2003
Morningstar Category: Target-Date 2030
Share class inception date : 7/1/2013
Share class inception date : 9/1/2020
Morningstar Category: Target-Date 2035
Share class inception date : 9/1/2020
Share class inception date : 8/1/2006
Morningstar Category: Target-Date 2040
Share class inception date : 9/1/2020
Share class inception date : 7/1/2013
Morningstar Category: Target-Date 2045
Share class inception date : 9/1/2020
Morningstar Category: Target-Date 2050
Share class inception date : 9/1/2020
Share class inception date : 7/1/2013
Morningstar Category: Target-Date 2055
Share class inception date : 9/1/2020
Share class inception date : 5/1/2015
Morningstar Category: Target-Date 2060
Share class inception date : 9/1/2020
Share class inception date : 1/29/2021
Morningstar Category: Target-Date 2065+
Share class inception date : 12/30/2020
Morningstar Category: Target-Date Retirement
Share class inception date : 8/1/2006
Share class inception date : 9/1/2020
Taxable Bond
Morningstar Category: Intermediate Core Bond
Share class inception date : 12/23/2008
Share class inception date : 7/1/1994
Morningstar Category: Intermediate Core-Plus Bond
Share class inception date : 8/12/1999
Morningstar Category: Short-Term Bond
Share class inception date : 12/23/2008
Morningstar Category: Ultrashort Bond
Share class inception date : 10/17/2002
Morningstar Category: Corporate Bond
Share class inception date : 2/7/1996
Morningstar Category: Securitized Bond - Diversified
Share class inception date : 7/1/2019
Morningstar Category: Short Government
Share class inception date : 5/15/2008
Share class inception date : 11/4/2013
Morningstar Category: High Yield Bond
Share class inception date : 12/31/1996
Share class inception date : 1/31/2005
Share class inception date : 12/31/2015
Share class inception date : 5/30/2018
Share class inception date : 2/5/1996
Morningstar Category: Bank Loan
Share class inception date : 5/1/2001
Municipal Bond
Morningstar Category: High Yield Muni
Share class inception date : 8/31/2017
Share class inception date : 1/3/2006
Share class inception date : 3/20/2007
Morningstar Category: Muni California Long
Share class inception date : 11/15/2006
Share class inception date : 10/1/2001
Morningstar Category: Muni California Intermediate
Share class inception date : 10/31/2008
Morningstar Category: Muni Massachusetts
Share class inception date : 7/1/2009
Morningstar Category: Muni New Jersey
Share class inception date : 10/4/2007
Morningstar Category: Muni New York Intermediate
Share class inception date : 4/1/2008
Morningstar Category: Muni Ohio
Share class inception date : 7/1/2008
Morningstar Category: Muni National Long
Share class inception date : 3/20/2002
Share class inception date : 4/4/1995
Morningstar Category: Muni National Intermediate
Share class inception date : 1/2/2008
Share class inception date : 12/1/2008
Share class inception date : 9/28/2007
Morningstar Category: Muni Single State Long
Share class inception date : 7/1/2008
Share class inception date : 7/15/2009
Share class inception date : 7/1/2009
Share class inception date : 7/1/2008
Share class inception date : 7/1/2009
Share class inception date : 7/15/2009