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Target Risk ETFs

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

Name
Ticker
Premium
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
7.63
0.280
56
74
84
Passive
2.450
18
42
44
Passive
0.490
Passive
1.99
0.600
40
Passive
2.44
1.130
Active
0.690
Active
0.680
Active
0.690
Active
0.670
Active
0.680
Active
0.480
34
Active
0.620
80
72
Active
0.820
Active
1.150
Active
7.58
1.050
Active
0.750
87
Passive
7.53
0.500
1
Passive
3.36
0.970
8
18
20
Active
5.81
1.070
76
100
Passive
0.670
95
86
98
Passive
0.420
99
98
100
Passive
0.51
0.150
63
9
Passive
0.790
68
Active
1.60
0.800
14
73
Active

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