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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 %
Multisector Bond
0.660
59
56
Nontraditional Bond
1.780
Allocation--85%+ Equity
1.110
1
Allocation--15% to 30% Equity
0.350
6
19
8
Allocation--30% to 50% Equity
0.340
9
10
5
Allocation--50% to 70% Equity
0.870
28
43
39
Allocation--70% to 85% Equity
0.340
8
16
10
Target-Date 2025
0.250
Target-Date 2030
0.250
Target-Date 2035
0.250
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
35
32
57
Target-Date 2030
0.650
41
37
63
Target-Date 2035
0.400
29
24
50
Target-Date 2040
0.650
33
26
67
Target-Date 2045
0.400
30
16
42
Target-Date 2050
0.400
27
15
42
Target-Date 2055
0.400
25
18
40
Target-Date 2060
0.400
44
Target-Date 2065+
0.400
Target-Date Retirement
0.650
4
4
6
Target-Date 2025
0.090
48
63
52
Target-Date 2030
0.090
45
60
49
Target-Date 2035
0.090
32
55
50
Target-Date 2040
0.090
31
44
46
Target-Date 2045
0.090
23
38
31
Target-Date 2050
0.090
20
31
27
Target-Date 2055
0.090
22
33
22
Target-Date 2060
0.090
25
39
Target-Date 2065+
0.090
Target-Date Retirement
0.090
5
8
4
Allocation--30% to 50% Equity
0.750
Allocation--30% to 50% Equity
0.750
World Allocation
1.320
Tactical Allocation
1.880
83
Macro Trading
1.780
51
56
Nontraditional Bond
1.760
49
71
Allocation--30% to 50% Equity
0.920
24
29
21
Allocation--85%+ Equity
0.940
9
27
32
Allocation--50% to 70% Equity
0.910
27
24
38
Tactical Allocation
2.320
91
Target-Date 2020
0.450
93
Target-Date 2025
0.450
91
Target-Date 2030
0.450
88
Target-Date 2035
0.450
82
Target-Date 2040
0.450
58
Target-Date 2045
0.450
27
Target-Date 2050
0.450
5
Target-Date 2055
0.450
4
Target-Date 2060
0.450
5
Allocation--50% to 70% Equity
0.770
38
23
35
Allocation--30% to 50% Equity
0.680
56
53
43
Allocation--70% to 85% Equity
1.030
32
19
23
Allocation--15% to 30% Equity
0.960
67
69
63
Allocation--30% to 50% Equity
0.940
15
8
10
Allocation--15% to 30% Equity
0.970
4
2
9
Tactical Allocation
0.650
9
19
12
Tactical Allocation
2.030
Multisector Bond
2.000
Allocation--50% to 70% Equity
2.070
Allocation--50% to 70% Equity
2.050
Nontraditional Bond
1.950
6
7
Intermediate Core Bond
0.150
95
Allocation--15% to 30% Equity
0.490
77
67
74
Allocation--50% to 70% Equity
0.250
63
55
71
World Large-Stock Blend
0.250
45
30
23
World Small/Mid Stock
0.470
84
World Small/Mid Stock
0.340
Foreign Small/Mid Blend
0.440
53
41
32
World Large-Stock Blend
0.310
53
34
World Large-Stock Blend
0.270
55
37
Foreign Large Value
0.430
61
22
66
Allocation--30% to 50% Equity
0.880
58
59
68
Allocation--50% to 70% Equity
0.980
74
71
81
Foreign Large Blend
1.030
19
19
33
World Allocation
1.130
23
35
77
Target-Date 2000-2010
0.190
63
86
Target-Date 2015
0.180
42
95
Target-Date 2020
0.190
39
74
Target-Date 2025
0.190
25
61
Target-Date 2030
0.210
21
44
Target-Date 2035
0.230
43
49
Target-Date 2040
0.230
83
64
Target-Date 2045
0.220
62
36
Target-Date 2050
0.220
50
25
Target-Date 2055
0.220
49
29
Target-Date 2060
0.220
58
34
Target-Date 2065+
0.240
Target-Date Retirement
0.200
81
84
Trading--Leveraged Debt
1.700
Tactical Allocation
1.320
88
Nontraditional Bond
1.620
79
83
76
Foreign Large Blend
1.690
21
68

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