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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 2060
0.230
4
5
Target-Date 2065+
0.230
Target-Date Retirement
0.190
5
23
Trading--Leveraged Debt
1.700
Tactical Allocation
1.430
91
Nontraditional Bond
1.690
89
87
81
Foreign Large Blend
1.620
31
50
98
Tactical Allocation
1.370
7
5
15
Allocation--85%+ Equity
1.210
68
71
Allocation--30% to 50% Equity
1.370
67
66
Allocation--50% to 70% Equity
1.120
86
89
Allocation--70% to 85% Equity
1.200
60
55
Allocation--50% to 70% Equity
1.240
77
68
Allocation--15% to 30% Equity
1.110
61
65
Options Trading
1.330
29
13
Multistrategy
2.020
41
23
Nontraditional Bond
1.800
38
56
53
Allocation--85%+ Equity
1.150
52
58
14
Allocation--15% to 30% Equity
0.780
11
21
7
Target-Date 2015
0.800
24
54
50
Target-Date 2020
0.480
24
44
Target-Date 2025
0.850
47
61
28
Target-Date 2030
0.520
41
56
Target-Date 2035
0.890
63
71
36
Target-Date 2040
0.570
54
62
Target-Date 2045
0.920
76
82
49
Target-Date 2050
0.580
67
72
Target-Date 2055
0.920
85
92
68
Target-Date 2060
0.590
72
Allocation--50% to 70% Equity
0.920
56
70
53
Allocation--70% to 85% Equity
1.020
59
70
49
Allocation--30% to 50% Equity
0.830
22
31
17
Allocation--50% to 70% Equity
0.280
67
66
59
Allocation--50% to 70% Equity
0.600
56
58
52
High Yield Bond
0.020
Intermediate Core Bond
0.020
Target-Date 2000-2010
0.470
77
81
81
Target-Date 2000-2010
0.490
59
51
45
Target-Date 2015
0.540
49
38
52
Target-Date 2020
0.580
48
41
51
Target-Date 2025
0.620
46
43
36
Target-Date 2030
0.660
42
34
35
Target-Date 2035
0.710
24
19
23
Target-Date 2040
0.750
21
20
33
Target-Date 2045
0.750
35
35
36
Target-Date 2050
0.750
42
36
38
Target-Date 2055
0.750
42
40
39
Target-Date 2060
0.750
43
45
Target-Date 2065+
0.500
36
Target-Date Retirement
0.470
64
66
70
Target-Date 2000-2010
0.460
80
85
24
Target-Date 2015
0.460
78
83
31
Target-Date Retirement
0.450
81
81
38
Target-Date 2000-2010
0.000
70
71
Target-Date 2000-2010
0.000
42
31
Target-Date 2015
0.000
38
22
Target-Date 2020
0.000
33
19
Target-Date 2025
0.000
31
18
Target-Date 2030
0.000
21
14
Target-Date 2035
0.000
6
5
Target-Date 2040
0.000
6
5
Target-Date 2045
0.000
14
12
Target-Date 2050
0.000
13
14
Target-Date 2055
0.000
13
11
Target-Date 2060
0.000
15
18
Target-Date Retirement
0.000
53
53
Target-Date 2065+
0.000
20
Target-Date 2000-2010
0.470
75
83
80
Target-Date 2000-2010
0.490
49
56
38
Target-Date 2015
0.540
41
41
47
Target-Date 2020
0.580
35
43
48
Target-Date 2025
0.620
33
45
32
Target-Date 2030
0.660
25
39
32
Target-Date 2035
0.710
7
21
19
Target-Date 2040
0.750
9
22
30
Target-Date 2045
0.750
14
37
33
Target-Date 2050
0.750
14
40
34
Target-Date 2055
0.750
14
44
36
Target-Date 2060
0.750
17
48
Target-Date 2065+
0.500
8
Target-Date 2015
0.230
49
Target-Date 2020
0.240
46
Target-Date 2025
0.250
43
Target-Date 2030
0.260
36
Target-Date 2035
0.280
11
Target-Date 2040
0.290
12
Target-Date 2045
0.290
24
Target-Date 2050
0.290
22
Target-Date 2055
0.290
26
Target-Date 2065+
0.290
34
Target-Date Retirement
0.210
67
Target-Date 2000-2010
0.210
79
Target-Date 2000-2010
0.210
59
Target-Date 2060
0.290
26
Target-Date Retirement
0.470
56
69
69
Target-Date 2000-2010
0.120
85
80
91
Target-Date 2000-2010
0.120
66
53
60
Target-Date 2015
0.120
60
34
75

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