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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
88
71
Target-Date 2025
0.650
91
66
Target-Date 2030
0.650
97
72
Target-Date 2035
0.650
100
79
Target-Date 2040
0.650
99
69
Target-Date 2045
0.650
98
72
Target-Date 2050
0.650
99
67
Target-Date 2055
0.650
100
65
Target-Date 2060
0.650
94
49
Multistrategy
1.370
Tactical Allocation
1.890
54
72
46
Tactical Allocation
1.810
76
79
Tactical Allocation
1.820
63
75
Allocation--50% to 70% Equity
1.130
59
80
89
Target-Date 2015
0.600
92
68
Target-Date 2020
0.600
79
63
Target-Date 2025
0.600
56
32
Target-Date 2030
0.600
46
20
Target-Date 2035
0.600
56
27
Target-Date 2040
0.600
82
58
Target-Date 2045
0.600
78
59
Target-Date 2050
0.600
72
54
Target-Date 2055
0.600
69
51
Target-Date 2060
0.600
72
58
Target-Date 2065+
0.600
Target-Date Retirement
0.600
68
35
Allocation--50% to 70% Equity
0.950
56
53
32
Allocation--30% to 50% Equity
0.900
20
17
12
Allocation--85%+ Equity
1.770
12
30
66
Allocation--30% to 50% Equity
1.820
41
51
63
Allocation--70% to 85% Equity
1.800
40
57
65
Allocation--15% to 30% Equity
1.800
73
86
88
Allocation--50% to 70% Equity
1.810
58
73
71
Large Blend
1.570
91
95
86
Target-Date 2025
0.570
47
54
69
Target-Date 2030
0.590
61
66
74
Target-Date 2035
0.620
73
73
73
Target-Date 2040
0.640
77
75
76
Target-Date 2045
0.670
78
68
60
Target-Date 2050
0.690
59
49
40
Target-Date 2055
0.690
54
46
37
Target-Date 2060
0.540
45
30
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
2
1
Allocation--70% to 85% Equity
0.930
43
37
38
Allocation--30% to 50% Equity
0.790
21
23
22
Allocation--50% to 70% Equity
0.870
56
54
50
Allocation--85%+ Equity
1.030
52
45
37
Allocation--15% to 30% Equity
0.700
11
9
18
Allocation--30% to 50% Equity
0.410
9
5
2
Target-Date 2000-2010
0.330
1
1
1
Target-Date 2060
0.430
14
6
Target-Date 2065+
0.380
Allocation--30% to 50% Equity
0.350
7
7
6
Global Large-Stock Growth
0.490
52
66
56
Allocation--85%+ Equity
0.430
18
12
2
Allocation--70% to 85% Equity
0.380
21
18
16
Allocation--50% to 70% Equity
0.380
35
36
28
Short-Term Bond
0.320
37
47
53
Allocation--30% to 50% Equity
0.300
20
23
Allocation--50% to 70% Equity
1.330
73
79
Allocation--50% to 70% Equity
0.920
75
79
Muni National Short
0.400
57
37
9
Nontraditional Bond
2.560
9
48
Long-Short Equity
2.170
3
3
Long-Short Equity
2.310
37
Tactical Allocation
2.130
26
34
49
Tactical Allocation
2.020
12
16
12
Multistrategy
2.400
56
55
Intermediate Core-Plus Bond
0.690
41
Tactical Allocation
1.390
56
40
34
Macro Trading
2.000
30
12

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