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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
82
77
Target-Date 2025
0.650
83
74
Target-Date 2030
0.650
91
82
Target-Date 2035
0.650
96
93
Target-Date 2040
0.650
95
91
Target-Date 2045
0.650
97
94
Target-Date 2050
0.650
97
91
Target-Date 2055
0.650
99
89
Target-Date 2060
0.650
92
78
Multistrategy
1.370
Tactical Allocation
1.890
9
15
Tactical Allocation
1.810
59
65
Tactical Allocation
1.820
69
83
Allocation--50% to 70% Equity
1.130
48
79
92
Target-Date 2015
0.680
87
57
Target-Date 2020
0.680
73
48
Target-Date 2025
0.680
63
41
Target-Date 2030
0.680
68
44
Target-Date 2035
0.680
85
60
Target-Date 2040
0.680
92
81
Target-Date 2045
0.680
93
85
Target-Date 2050
0.680
93
82
Target-Date 2055
0.680
94
83
Target-Date 2060
0.680
97
86
Target-Date Retirement
0.680
51
25
Allocation--50% to 70% Equity
0.950
45
47
33
Allocation--30% to 50% Equity
0.900
38
30
17
Allocation--85%+ Equity
1.770
22
35
70
Allocation--30% to 50% Equity
1.820
56
62
78
Allocation--70% to 85% Equity
1.800
65
62
73
Allocation--15% to 30% Equity
1.800
87
88
99
Allocation--50% to 70% Equity
1.810
72
78
82
Target-Date 2000-2010
0.600
98
98
99
Target-Date 2015
0.140
91
94
97
Target-Date 2020
0.600
90
92
99
Target-Date 2025
0.140
81
84
89
Target-Date 2030
0.490
92
94
89
Target-Date 2035
0.140
89
91
87
Target-Date 2040
0.600
92
94
91
Target-Date 2045
0.140
91
94
77
Target-Date 2050
0.140
89
92
80
Target-Date 2055
0.140
93
96
80
Target-Date 2060
0.140
90
92
Target-Date Retirement
0.600
76
84
95
Large Blend
1.570
98
96
93
Target-Date 2025
0.570
62
74
69
Target-Date 2030
0.590
74
82
75
Target-Date 2035
0.620
85
91
84
Target-Date 2040
0.640
86
91
82
Target-Date 2045
0.670
88
90
67
Target-Date 2050
0.690
77
73
57
Target-Date 2055
0.690
69
69
50
Target-Date 2060
0.540
60
58
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
3
5
1
Allocation--70% to 85% Equity
0.930
26
28
31
Allocation--30% to 50% Equity
0.790
18
24
23
Allocation--50% to 70% Equity
0.870
42
46
50
Allocation--85%+ Equity
1.030
20
25
28
Allocation--15% to 30% Equity
0.700
11
11
33
Allocation--30% to 50% Equity
0.410
17
7
Target-Date 2000-2010
0.330
16
11
1
Target-Date 2020
0.350
25
20
2
Target-Date 2025
0.360
14
11
1
Target-Date 2060
0.430
30
3
Target-Date 2065+
0.380
Allocation--30% to 50% Equity
0.350
14
12
Allocation--15% to 30% Equity
0.660
64
42
Allocation--30% to 50% Equity
0.670
66
43
Allocation--50% to 70% Equity
0.690
84
73
Allocation--50% to 70% Equity
0.730
48
38
Allocation--70% to 85% Equity
0.780
63
Allocation--85%+ Equity
0.840
Short-Term Bond
0.690
24
43
Global Large-Stock Growth
0.490
59
67
Allocation--85%+ Equity
0.430
7
1
Allocation--70% to 85% Equity
0.380
13
11
Allocation--50% to 70% Equity
0.380
34
28
Short-Term Bond
0.320
19
33
Allocation--30% to 50% Equity
0.300
35
38
Allocation--50% to 70% Equity
1.330
82
84

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