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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 %
Macro Trading
1.890
30
12
Tactical Allocation
1.610
17
16
4
Multistrategy
1.610
48
44
Diversified Emerging Mkts
1.530
26
38
27
Foreign Large Blend
0.990
73
66
65
Multisector Bond
0.660
53
45
Nontraditional Bond
1.810
80
Allocation--85%+ Equity
1.050
2
Allocation--15% to 30% Equity
0.310
54
35
1
Allocation--30% to 50% Equity
0.310
15
9
4
Allocation--50% to 70% Equity
0.830
49
47
40
Allocation--70% to 85% Equity
0.330
16
16
8
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
0.340
50
24
69
Target-Date 2030
0.590
56
32
71
Target-Date 2035
0.340
42
16
53
Target-Date 2040
0.590
55
26
72
Target-Date 2045
0.340
43
19
43
Target-Date 2050
0.340
56
27
45
Target-Date 2055
0.340
48
18
35
Target-Date 2060
0.340
67
53
Target-Date 2065+
0.340
Target-Date Retirement
0.590
19
12
10
Target-Date 2025
0.090
65
57
62
Target-Date 2030
0.090
63
52
61
Target-Date 2035
0.090
58
42
54
Target-Date 2040
0.090
55
33
44
Target-Date 2045
0.090
44
24
28
Target-Date 2050
0.090
39
16
22
Target-Date 2055
0.090
36
14
13
Target-Date 2060
0.090
46
17
Target-Date 2065+
0.090
Target-Date Retirement
0.090
21
17
6
Target-Date 2030
0.740
Target-Date 2040
0.740
Allocation--50% to 70% Equity
1.310
Tactical Allocation
2.580
75
76
Allocation--30% to 50% Equity
0.860
44
28
27
Allocation--85%+ Equity
0.920
32
25
25
Allocation--50% to 70% Equity
0.860
49
42
40
Tactical Allocation
2.400
72
68
Allocation--50% to 70% Equity
0.480
34
Allocation--50% to 70% Equity
0.340
22
Allocation--30% to 50% Equity
0.390
4
Allocation--70% to 85% Equity
0.420
15
Target-Date 2020
0.430
54
Target-Date 2025
0.430
31
Target-Date 2030
0.430
31
Target-Date 2035
0.430
17
Target-Date 2040
0.430
9
Target-Date 2045
0.430
2
Target-Date 2050
0.430
1
Target-Date 2055
0.430
1
Target-Date 2060
0.430
1
Allocation--50% to 70% Equity
0.750
66
64
43
Allocation--30% to 50% Equity
0.650
66
65
53
Allocation--70% to 85% Equity
1.010
63
65
36
Allocation--15% to 30% Equity
0.920
82
79
57
Allocation--50% to 70% Equity
0.940
89
86
77
Allocation--30% to 50% Equity
0.960
60
49
55
Tactical Allocation
0.610
13
9
26
Tactical Allocation
1.470
Multisector Bond
1.950
Tactical Allocation
1.900
Allocation--50% to 70% Equity
1.710
Nontraditional Bond
1.950
5
5
Intermediate Core Bond
0.150
2
4
Allocation--15% to 30% Equity
0.480
10
17
39
Allocation--50% to 70% Equity
0.250
37
47
50
Global Large-Stock Blend
0.250
13
20
9
Global Small/Mid Stock
0.430
28
48
Global Large-Stock Blend
0.340
Foreign Small/Mid Blend
0.390
19
35
27
Global Large-Stock Blend
0.310
13
27
21
Global Large-Stock Blend
0.270
27
49
36
Foreign Large Value
0.370
10
23
29
Allocation--30% to 50% Equity
0.800
65
68
61
Allocation--50% to 70% Equity
0.850
76
76
72
Foreign Large Blend
1.040
39
68
60
Global Allocation
1.180
42
39
64
Target-Date 2000-2010
0.190
1
1
Target-Date 2015
0.180
9
9
Target-Date 2020
0.190
51
29
Target-Date 2025
0.190
71
44
Target-Date 2030
0.210
80
58
Target-Date 2035
0.220
78
63
Target-Date 2040
0.230
33
47
Target-Date 2045
0.230
1
4
Target-Date 2050
0.230
4
4
Target-Date 2055
0.230
4
3
Target-Date 2060
0.230
4
4

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