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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 %
Multistrategy
1.320%
85%
87%
Target-Date 2020
0.650%
87%
70%
Target-Date 2025
0.650%
80%
58%
Target-Date 2030
0.650%
89%
66%
Target-Date 2035
0.650%
93%
74%
Target-Date 2040
0.650%
90%
65%
Target-Date 2045
0.650%
93%
69%
Target-Date 2050
0.650%
92%
63%
Target-Date 2055
0.650%
92%
59%
Target-Date 2060
0.650%
78%
32%
Multistrategy
1.370%
Tactical Allocation
1.880%
25%
62%
51%
Tactical Allocation
1.810%
70%
74%
Tactical Allocation
1.820%
58%
69%
Large Blend
1.980%
Allocation--50% to 70% Equity
1.130%
55%
73%
89%
Target-Date 2015
0.600%
83%
67%
Target-Date 2020
0.600%
75%
62%
Target-Date 2025
0.600%
41%
32%
Target-Date 2030
0.600%
22%
14%
Target-Date 2035
0.600%
33%
23%
Target-Date 2040
0.600%
66%
54%
Target-Date 2045
0.600%
64%
56%
Target-Date 2050
0.600%
54%
53%
Target-Date 2055
0.600%
39%
46%
Target-Date 2060
0.600%
50%
53%
Target-Date 2065+
0.600%
Target-Date Retirement
0.600%
52%
28%
Allocation--50% to 70% Equity
0.950%
52%
50%
30%
Allocation--30% to 50% Equity
0.900%
19%
19%
13%
Allocation--85%+ Equity
1.770%
12%
36%
54%
Allocation--30% to 50% Equity
1.850%
44%
66%
68%
Allocation--70% to 85% Equity
1.790%
53%
72%
69%
Allocation--15% to 30% Equity
1.800%
77%
88%
90%
Allocation--50% to 70% Equity
1.800%
61%
78%
71%
Large Blend
1.570%
93%
98%
89%
Target-Date 2025
0.570%
36%
49%
67%
Target-Date 2030
0.590%
52%
61%
75%
Target-Date 2035
0.620%
67%
69%
75%
Target-Date 2040
0.640%
78%
76%
77%
Target-Date 2045
0.670%
80%
73%
68%
Target-Date 2050
0.690%
58%
55%
51%
Target-Date 2055
0.690%
47%
50%
44%
Target-Date 2060
0.540%
34%
28%
Target-Date 2065+
0.540%
Target-Date 2015
0.230%
Target-Date 2020
0.230%
Target-Date 2025
0.230%
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 2065+
0.230%
Target-Date Retirement
0.550%
2%
1%
1%
Allocation--70% to 85% Equity
0.930%
40%
36%
39%
Allocation--30% to 50% Equity
0.790%
17%
21%
21%
Allocation--50% to 70% Equity
0.870%
54%
52%
49%
Allocation--85%+ Equity
1.040%
38%
33%
29%
Allocation--15% to 30% Equity
0.690%
12%
9%
17%
Allocation--30% to 50% Equity
0.410%
6%
4%
3%
Target-Date 2000-2010
0.330%
1%
1%
1%
Target-Date 2015
0.350%
1%
1%
1%
Target-Date 2020
0.350%
1%
1%
1%
Target-Date 2025
0.370%
1%
1%
1%
Target-Date 2030
0.380%
1%
1%
1%
Target-Date 2035
0.400%
1%
1%
1%
Target-Date 2040
0.410%
1%
1%
1%
Target-Date 2045
0.420%
6%
2%
1%
Target-Date 2050
0.430%
7%
2%
1%
Target-Date 2055
0.380%
19%
4%
1%
Target-Date 2060
0.430%
33%
12%
Target-Date 2065+
0.380%
Allocation--30% to 50% Equity
0.350%
5%
5%
5%
Allocation--30% to 50% Equity
0.750%
9%
8%
1%
Allocation--70% to 85% Equity
1.570%
Global Large-Stock Growth
0.500%
60%
67%
59%
Allocation--85%+ Equity
0.430%
62%
22%
5%
Allocation--70% to 85% Equity
0.390%
24%
20%
17%
Allocation--50% to 70% Equity
0.390%
26%
29%
25%
Short-Term Bond
0.320%
35%
42%
51%
Allocation--30% to 50% Equity
0.310%
13%
14%
Allocation--50% to 70% Equity
1.330%
60%
66%
Allocation--50% to 70% Equity
0.930%
60%
66%
Muni National Short
0.350%
50%
26%
10%
Nontraditional Bond
2.330%
28%
66%
Long-Short Equity
2.210%
30%
4%
Long-Short Equity
2.320%
68%
Tactical Allocation
2.200%
14%
33%
49%
Tactical Allocation
2.000%
6%
13%
12%
Multistrategy
2.400%
59%
53%
Intermediate Core-Plus Bond
0.690%
38%
Tactical Allocation
1.400%
55%
49%
35%

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