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Target Risk Funds

These funds, which are made up of other funds, target a certain risk exposure, usually conservative, moderate, or aggressive. The managers run the fund in a way that maintains the risk level and keeps it constant over time.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Target-Date 2020
0.650
86
Target-Date 2025
0.650
90
Target-Date 2030
0.650
95
Target-Date 2035
0.650
98
Target-Date 2040
0.650
96
Target-Date 2045
0.650
98
Target-Date 2050
0.650
99
Target-Date 2055
0.660
100
Target-Date 2060
0.660
96
Large Blend
2.510
Multistrategy
1.440
Tactical Allocation
1.920
11
6
Tactical Allocation
1.820
75
62
Tactical Allocation
1.820
82
80
High Yield Bond
1.570
71
53
Nontraditional Bond
1.360
82
73
75
Nontraditional Bond
1.360
Tactical Allocation
1.370
56
29
Tactical Allocation
1.440
88
59
Intermediate Core-Plus Bond
1.220
94
84
90
World Large-Stock Blend
1.710
40
34
27
World Large-Stock Blend
1.650
64
64
67
Allocation--30% to 50% Equity
1.560
89
82
69
Tactical Allocation
1.470
94
68
56
Large Blend
1.520
99
98
91
Target-Date 2025
0.570
69
82
75
Target-Date 2030
0.590
71
82
71
Target-Date 2035
0.620
82
93
81
Target-Date 2040
0.640
73
91
75
Target-Date 2045
0.670
68
86
62
Target-Date 2050
0.690
44
66
47
Target-Date 2055
0.690
35
61
41
Target-Date 2060
0.540
32
59
Target-Date 2065+
0.540
Target-Date 2015
0.230
Target-Date 2020
0.230
Target-Date 2025
0.830
Target-Date 2030
0.230
Target-Date 2035
0.230
Target-Date 2040
0.230
Target-Date 2045
0.230
Target-Date 2050
0.230
Target-Date 2055
0.230
Target-Date 2060
0.230
Target-Date Retirement
0.550
10
6
1
Allocation--70% to 85% Equity
0.940
15
19
22
Allocation--30% to 50% Equity
0.810
24
22
25
Allocation--50% to 70% Equity
0.890
30
38
44
Allocation--85%+ Equity
1.050
11
15
12
Allocation--15% to 30% Equity
0.710
13
27
44
Allocation--30% to 50% Equity
0.430
29
10
Target-Date 2000-2010
0.350
52
37
24
Target-Date 2015
0.350
37
42
22
Target-Date 2020
0.360
46
51
10
Target-Date 2025
0.380
23
22
3
Target-Date 2030
0.400
20
11
2
Target-Date 2060
0.450
10
1
Target-Date 2065+
0.400
Allocation--30% to 50% Equity
0.330
44
25
Allocation--15% to 30% Equity
0.670
60
40
Allocation--30% to 50% Equity
0.690
62
52
Allocation--50% to 70% Equity
0.740
69
74
Allocation--50% to 70% Equity
0.760
35
27
Allocation--70% to 85% Equity
0.820
21
Allocation--85%+ Equity
0.900
Short-Term Bond
0.690
27
56
World Large-Stock Growth
0.510
66
65
Large Growth
0.420
85
92
Allocation--70% to 85% Equity
0.390
15
17
Allocation--50% to 70% Equity
0.380
26
31
Short-Term Bond
0.350
26
50
Allocation--30% to 50% Equity
0.350
46
67
Allocation--50% to 70% Equity
1.430
78
85
Allocation--50% to 70% Equity
0.960
81
90
Muni National Short
0.430
16
19
Nontraditional Bond
2.520
29
69
Long-Short Equity
2.240
12
7
Long-Short Equity
2.360
Muni National Interm
3.700
4
41
Tactical Allocation
2.000
43
60
50
Tactical Allocation
1.820
86
50
34
Multistrategy
1.680
38
22
Intermediate Core-Plus Bond
0.690
79
Tactical Allocation
1.390
80
49
60
Macro Trading
2.000
7
7
Tactical Allocation
1.610
43
22
Allocation--85%+ Equity
0.410
40
31
Allocation--50% to 70% Equity
0.430
55
54
Allocation--15% to 30% Equity
0.390
37
39
Allocation--70% to 85% Equity
0.410
49
32
Allocation--30% to 50% Equity
0.380
37
29
Multistrategy
1.630
39
48
Diversified Emerging Mkts
1.480
28
27
37
Foreign Large Blend
0.990
48
48
48

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