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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 %
Allocation--30% to 50% Equity
0.600
13
11
14
Target-Date 2025
0.720
49
55
42
Target-Date 2030
0.720
45
55
29
Target-Date 2035
0.730
59
72
54
Target-Date 2040
0.730
48
65
34
Target-Date 2045
0.750
45
77
52
Target-Date 2050
0.760
57
81
46
Target-Date 2055
0.780
58
82
60
Target-Date 2060
0.780
66
84
Target-Date 2065+
0.780
Allocation--85%+ Equity
0.890
33
53
Allocation--50% to 70% Equity
0.800
51
52
47
Allocation--15% to 30% Equity
0.660
19
16
7
Target-Date Retirement
0.680
14
19
10
Allocation--70% to 85% Equity
0.850
44
52
50
Allocation--30% to 50% Equity
0.740
28
26
23
Allocation--30% to 50% Equity
0.710
53
47
24
Allocation--70% to 85% Equity
0.770
52
54
51
Allocation--50% to 70% Equity
0.750
65
62
53
Target-Date Retirement
0.230
49
46
Target-Date 2025
0.320
57
62
Target-Date 2030
0.280
35
44
Target-Date 2035
0.250
27
36
Target-Date 2040
0.290
13
24
Target-Date 2045
0.250
9
18
Target-Date 2050
0.280
12
30
Target-Date 2055
0.300
11
28
Target-Date 2060
0.250
9
22
Target-Date 2065+
0.290
Tactical Allocation
1.390
96
93
81
Nontraditional Bond
1.510
4
5

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