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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 2065+
0.230%
Target-Date Retirement
0.190%
1%
15%
Trading--Leveraged Debt
1.680%
Tactical Allocation
1.540%
87%
Nontraditional Bond
1.850%
86%
87%
84%
Foreign Large Blend
1.620%
7%
76%
96%
Tactical Allocation
1.370%
3%
2%
18%
Allocation--85%+ Equity
1.200%
51%
66%
Allocation--30% to 50% Equity
1.350%
51%
58%
Allocation--50% to 70% Equity
1.050%
81%
89%
Allocation--70% to 85% Equity
1.210%
48%
65%
Allocation--50% to 70% Equity
1.260%
63%
69%
Allocation--15% to 30% Equity
1.060%
29%
54%
Options Trading
1.330%
16%
9%
Multistrategy
2.020%
45%
31%
Nontraditional Bond
1.800%
24%
49%
53%
Allocation--85%+ Equity
1.150%
34%
43%
15%
Allocation--15% to 30% Equity
0.780%
10%
14%
5%
Target-Date 2015
0.800%
15%
33%
57%
Target-Date 2020
0.480%
6%
16%
Target-Date 2025
0.850%
25%
48%
26%
Target-Date 2030
0.520%
17%
30%
Target-Date 2035
0.890%
48%
62%
37%
Target-Date 2040
0.570%
34%
47%
Target-Date 2045
0.920%
68%
78%
53%
Target-Date 2050
0.580%
53%
66%
Target-Date 2055
0.920%
79%
83%
73%
Target-Date 2060
0.590%
64%
Allocation--50% to 70% Equity
0.920%
46%
55%
51%
Allocation--70% to 85% Equity
1.020%
46%
58%
53%
Allocation--30% to 50% Equity
0.830%
13%
23%
18%
Allocation--50% to 70% Equity
0.280%
67%
65%
57%
Allocation--50% to 70% Equity
0.600%
55%
55%
52%
High Yield Bond
0.020%
Intermediate Core Bond
0.020%
Target-Date 2000-2010
0.470%
82%
85%
86%
Target-Date 2000-2010
0.490%
65%
69%
48%
Target-Date 2015
0.540%
64%
59%
59%
Target-Date 2020
0.580%
62%
49%
56%
Target-Date 2025
0.620%
51%
44%
31%
Target-Date 2030
0.660%
53%
37%
32%
Target-Date 2035
0.710%
36%
18%
20%
Target-Date 2040
0.750%
22%
16%
31%
Target-Date 2045
0.750%
43%
26%
37%
Target-Date 2050
0.750%
46%
28%
41%
Target-Date 2055
0.750%
49%
28%
41%
Target-Date 2060
0.750%
54%
38%
Target-Date 2065+
0.500%
38%
Target-Date Retirement
0.470%
77%
74%
76%
Target-Date 2000-2010
0.460%
94%
95%
32%
Target-Date 2015
0.460%
89%
91%
44%
Target-Date Retirement
0.450%
90%
90%
47%
Target-Date 2000-2010
0.000
73%
75%
Target-Date 2000-2010
0.000
62%
55%
Target-Date 2015
0.000
58%
48%
Target-Date 2020
0.000
51%
35%
Target-Date 2025
0.000
43%
34%
Target-Date 2030
0.000
42%
26%
Target-Date 2035
0.000
17%
15%
Target-Date 2040
0.000
7%
8%
Target-Date 2045
0.000
20%
19%
Target-Date 2050
0.000
25%
23%
Target-Date 2055
0.000
24%
22%
Target-Date 2060
0.000
27%
22%
Target-Date Retirement
0.000
63%
61%
Target-Date 2065+
0.000
26%
Target-Date 2000-2010
0.470%
80%
87%
85%
Target-Date 2000-2010
0.490%
63%
70%
41%
Target-Date 2015
0.540%
61%
66%
53%
Target-Date 2020
0.580%
57%
59%
50%
Target-Date 2025
0.620%
44%
51%
30%
Target-Date 2030
0.660%
46%
46%
30%
Target-Date 2035
0.710%
17%
25%
15%
Target-Date 2040
0.750%
8%
21%
20%
Target-Date 2045
0.750%
23%
35%
27%
Target-Date 2050
0.750%
22%
41%
30%
Target-Date 2055
0.750%
25%
45%
31%
Target-Date 2060
0.750%
29%
49%
Target-Date 2065+
0.500%
9%
Target-Date 2015
0.230%
68%
Target-Date 2020
0.240%
63%
Target-Date 2025
0.250%
53%
Target-Date 2030
0.260%
53%
Target-Date 2035
0.280%
33%
Target-Date 2040
0.290%
21%
Target-Date 2045
0.290%
40%
Target-Date 2050
0.290%
44%
Target-Date 2055
0.290%
46%
Target-Date 2065+
0.290%
34%
Target-Date Retirement
0.210%
80%
Target-Date 2000-2010
0.210%
88%
Target-Date 2000-2010
0.210%
66%
Target-Date 2060
0.290%
49%
Target-Date Retirement
0.470%
75%
82%
74%
Target-Date 2000-2010
0.120%
88%
83%
96%
Target-Date 2000-2010
0.120%
70%
67%
65%
Target-Date 2015
0.120%
76%
61%
78%
Target-Date 2020
0.120%
68%
52%
72%

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