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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 %
Tactical Allocation
1.400
11
9
Allocation--85%+ Equity
1.120
82
74
Allocation--15% to 30% Equity
1.120
42
22
Allocation--30% to 50% Equity
1.010
69
60
Allocation--70% to 85% Equity
1.100
63
50
Allocation--50% to 70% Equity
1.100
72
64
Allocation--15% to 30% Equity
1.000
91
87
Long-Short Equity
2.050
25
Options Trading
1.340
39
35
Multistrategy
2.130
10
Nontraditional Bond
1.850
37
35
50
High Yield Bond
0.030
Intermediate Core Bond
0.020
Target-Date 2000-2010
0.470
85
80
82
Target-Date 2000-2010
0.500
54
22
42
Target-Date 2015
0.540
24
7
40
Target-Date 2020
0.590
14
6
40
Target-Date 2025
0.630
14
9
27
Target-Date 2030
0.670
15
7
30
Target-Date 2035
0.720
9
1
20
Target-Date 2040
0.750
6
4
30
Target-Date 2045
0.750
10
8
30
Target-Date 2050
0.750
15
9
35
Target-Date 2055
0.750
18
16
42
Target-Date 2060
0.750
22
19
Target-Date 2065+
0.500
Target-Date Retirement
0.470
77
72
75
Target-Date 2000-2010
0.460
91
67
33
Target-Date 2015
0.470
83
45
37
Target-Date Retirement
0.450
91
79
49
Target-Date 2000-2010
0.000
82
Target-Date 2000-2010
0.000
47
Target-Date 2015
0.000
20
Target-Date 2020
0.000
12
Target-Date 2025
0.000
12
Target-Date 2030
0.000
13
Target-Date 2035
0.000
7
Target-Date 2040
0.000
3
Target-Date 2045
0.000
9
Target-Date 2050
0.000
14
Target-Date 2055
0.000
14
Target-Date 2060
0.000
18
Target-Date Retirement
0.000
75
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
89
79
80
Target-Date 2000-2010
0.500
58
18
41
Target-Date 2015
0.540
27
6
32
Target-Date 2020
0.590
15
5
38
Target-Date 2025
0.630
17
7
25
Target-Date 2030
0.670
18
5
28
Target-Date 2035
0.720
13
1
15
Target-Date 2040
0.750
7
1
23
Target-Date 2045
0.750
13
6
28
Target-Date 2050
0.750
18
6
34
Target-Date 2055
0.750
22
12
38
Target-Date 2060
0.750
26
16
Target-Date 2065+
0.500
Target-Date 2015
0.280
Target-Date 2020
0.290
Target-Date 2025
0.300
Target-Date 2030
0.320
Target-Date 2035
0.330
Target-Date 2040
0.340
Target-Date 2045
0.340
Target-Date 2050
0.340
Target-Date 2055
0.340
Target-Date 2065+
0.340
Target-Date Retirement
0.260
Target-Date 2000-2010
0.260
Target-Date 2000-2010
0.270
Target-Date 2060
0.340
Target-Date Retirement
0.470
82
71
74
Target-Date 2000-2010
0.120
96
95
91
Target-Date 2000-2010
0.120
67
52
68
Target-Date 2015
0.120
35
30
73
Target-Date 2020
0.120
23
18
66
Target-Date 2025
0.120
26
26
43
Target-Date 2030
0.120
26
18
43
Target-Date 2035
0.120
19
12
32
Target-Date 2040
0.120
16
12
41
Target-Date 2045
0.120
22
20
40
Target-Date 2050
0.120
28
29
56
Target-Date 2055
0.120
30
32
53
Target-Date 2060
0.120
33
38
Target-Date 2065+
0.080
Target-Date Retirement
0.120
89
90
84
Target-Date 2020
0.470
60
46
43
Target-Date 2025
0.480
58
53
33
Target-Date 2030
0.280
Target-Date 2000-2010
0.500
77
44
20
Target-Date 2015
0.550
70
35
16
Target-Date 2020
0.590
49
23
18
Target-Date 2025
0.630
Target-Date Retirement
0.460
85
62
28
Large Growth
0.500
Allocation--70% to 85% Equity
0.120
13
14
7
Allocation--30% to 50% Equity
0.380
World Allocation
0.190

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