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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
79
Target-Date 2025
0.650
86
Target-Date 2030
0.650
90
Target-Date 2035
0.650
98
Target-Date 2040
0.650
97
Target-Date 2045
0.650
99
Target-Date 2050
0.650
99
Target-Date 2055
0.660
99
Target-Date 2060
0.660
96
Large Blend
2.510
Multistrategy
1.440
Tactical Allocation
1.900
13
8
Tactical Allocation
1.820
64
65
Tactical Allocation
1.820
75
81
Intermediate Core-Plus Bond
1.220
86
91
94
World Large-Stock Blend
1.710
44
54
40
World Large-Stock Blend
1.650
75
70
74
Allocation--30% to 50% Equity
1.560
84
81
74
Tactical Allocation
1.470
84
70
38
Allocation--50% to 70% Equity
1.130
42
63
92
Large Blend
1.000
73
68
80
Target-Date 2015
0.680
38
13
Target-Date 2020
0.680
40
10
Target-Date 2025
0.680
29
11
Target-Date 2030
0.680
39
15
Target-Date 2035
0.680
67
27
Target-Date 2040
0.680
87
54
Target-Date 2045
0.680
90
58
Target-Date 2050
0.680
89
60
Target-Date 2055
0.680
91
64
Target-Date 2060
0.680
91
70
Target-Date Retirement
0.680
18
11
Allocation--50% to 70% Equity
0.950
39
40
23
Allocation--30% to 50% Equity
0.900
28
23
12
Allocation--85%+ Equity
1.770
9
14
43
Allocation--30% to 50% Equity
1.820
43
52
62
Allocation--70% to 85% Equity
1.800
50
48
53
Allocation--15% to 30% Equity
1.800
68
77
92
Allocation--50% to 70% Equity
1.810
57
65
68
Target-Date 2000-2010
0.600
83
98
99
Target-Date 2015
0.140
91
94
97
Target-Date 2020
0.600
88
93
99
Target-Date 2025
0.140
84
86
89
Target-Date 2030
0.490
90
93
90
Target-Date 2035
0.140
92
94
84
Target-Date 2040
0.600
93
94
91
Target-Date 2045
0.140
93
95
87
Target-Date 2050
0.140
93
93
83
Target-Date 2055
0.140
96
97
86
Target-Date 2060
0.140
96
93
Target-Date Retirement
0.600
69
83
95
Large Blend
1.570
98
97
92
Target-Date 2025
0.570
68
77
76
Target-Date 2030
0.590
80
83
77
Target-Date 2035
0.620
89
93
81
Target-Date 2040
0.640
89
91
78
Target-Date 2045
0.670
89
91
66
Target-Date 2050
0.690
75
77
54
Target-Date 2055
0.690
66
67
48
Target-Date 2060
0.540
56
61
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
4
6
1
Allocation--70% to 85% Equity
0.930
14
18
24
Allocation--30% to 50% Equity
0.790
15
17
23
Allocation--50% to 70% Equity
0.870
35
39
47
Allocation--85%+ Equity
1.030
14
18
16
Allocation--15% to 30% Equity
0.700
14
18
39
Allocation--30% to 50% Equity
0.410
21
6
Target-Date 2000-2010
0.330
39
25
6
Target-Date 2015
0.340
44
30
6
Target-Date 2020
0.350
52
37
5
Target-Date 2025
0.360
35
13
2
Target-Date 2060
0.430
11
1
Target-Date 2065+
0.380
Allocation--30% to 50% Equity
0.350
29
17
Allocation--15% to 30% Equity
0.660
81
54
Allocation--30% to 50% Equity
0.670
80
49
Allocation--50% to 70% Equity
0.690
83
70
Allocation--50% to 70% Equity
0.730
44
27
Allocation--70% to 85% Equity
0.780
40
Allocation--85%+ Equity
0.840
Short-Term Bond
0.690
32
40

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