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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 2040
0.250
Target-Date 2045
0.250
Target-Date 2050
0.250
Target-Date 2055
0.250
Target-Date 2060
0.250
Target-Date 2065+
0.250
Target-Date Retirement
0.250
Target-Date 2025
0.400
22
30
54
Target-Date 2030
0.650
27
35
60
Target-Date 2035
0.400
23
27
47
Target-Date 2040
0.650
32
29
61
Target-Date 2045
0.400
25
22
37
Target-Date 2050
0.400
30
23
33
Target-Date 2055
0.400
22
22
31
Target-Date 2060
0.400
39
Target-Date 2065+
0.400
Target-Date Retirement
0.650
1
4
4
Target-Date 2025
0.090
46
61
Target-Date 2030
0.090
42
59
Target-Date 2035
0.090
33
52
Target-Date 2040
0.090
31
46
Target-Date 2045
0.090
22
38
Target-Date 2050
0.090
22
34
Target-Date 2055
0.090
22
33
Target-Date 2060
0.090
22
43
Target-Date 2065+
0.090
Target-Date Retirement
0.090
5
8
Allocation--30% to 50% Equity
0.750
67
65
46
Allocation--30% to 50% Equity
0.750
66
64
45
World Allocation
1.380
Tactical Allocation
1.650
78
Macro Trading
1.410
64
Nontraditional Bond
1.720
53
71
Allocation--30% to 50% Equity
0.920
19
30
18
Allocation--85%+ Equity
0.940
13
25
24
Allocation--50% to 70% Equity
0.910
28
25
37
Tactical Allocation
2.000
88
Multistrategy
3.000
3
24
Target-Date 2020
0.500
90
Target-Date 2025
0.500
Target-Date 2030
0.500
83
Target-Date 2035
0.500
Target-Date 2040
0.500
52
Target-Date 2045
0.500
Target-Date 2050
0.500
7
Target-Date 2055
0.500
Target-Date 2060
0.500
6
Allocation--50% to 70% Equity
0.770
42
22
39
Allocation--30% to 50% Equity
0.680
53
49
40
Allocation--70% to 85% Equity
1.030
36
22
25
Allocation--15% to 30% Equity
0.960
67
67
58
Allocation--30% to 50% Equity
0.940
18
9
10
Allocation--15% to 30% Equity
0.970
4
2
8
Tactical Allocation
0.650
9
16
4
Tactical Allocation
2.030
Multisector Bond
2.000
Allocation--50% to 70% Equity
2.070
Allocation--50% to 70% Equity
2.050
Intermediate Core-Plus Bond
0.600
98
World Large-Stock Blend
1.010
59
51
Nontraditional Bond
1.950
10
5
Intermediate Core Bond
0.150
94
Allocation--15% to 30% Equity
0.490
64
71
72
Allocation--50% to 70% Equity
0.250
60
54
70
World Large-Stock Blend
0.250
45
34
37
World Small/Mid Stock
0.470
80
World Small/Mid Stock
0.340
Foreign Small/Mid Blend
0.440
48
31
28
World Large-Stock Blend
0.310
52
39
World Large-Stock Blend
0.270
55
43
Foreign Large Value
0.430
82
19
79
Allocation--30% to 50% Equity
0.880
61
60
70
Allocation--70% to 85% Equity
1.030
76
84
94
Allocation--50% to 70% Equity
0.980
79
77
85
Target-Date 2000-2010
0.190
62
87
Target-Date 2015
0.180
44
96
Target-Date 2020
0.190
50
80
Target-Date 2025
0.190
39
75
Target-Date 2030
0.210
37
57
Target-Date 2035
0.230
60
65
Target-Date 2040
0.230
87
66
Target-Date 2045
0.220
64
34
Target-Date 2050
0.220
58
31
Target-Date 2055
0.220
57
32
Target-Date 2060
0.220
65
41
Target-Date 2065+
0.240
Target-Date Retirement
0.200
78
90
Trading--Leveraged Debt
1.700
Tactical Allocation
1.320
Nontraditional Bond
1.620
81
80
79
Foreign Large Blend
1.690
63
58
Tactical Allocation
1.400
12
11
Allocation--85%+ Equity
1.120
72
Allocation--15% to 30% Equity
1.120
30
Allocation--30% to 50% Equity
1.010
68
Allocation--70% to 85% Equity
1.100
50
Allocation--50% to 70% Equity
1.100
67
Allocation--15% to 30% Equity
1.000
87

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