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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 2020
0.120
56
33
70
Target-Date 2025
0.120
56
40
53
Target-Date 2030
0.120
54
25
45
Target-Date 2035
0.120
34
9
34
Target-Date 2040
0.120
25
9
39
Target-Date 2045
0.120
42
22
45
Target-Date 2050
0.120
45
18
51
Target-Date 2055
0.120
47
23
46
Target-Date 2060
0.120
48
29
Target-Date 2065+
0.080
62
Target-Date Retirement
0.120
73
67
83
Target-Date 2020
0.470
61
65
41
Target-Date 2025
0.480
63
73
43
Target-Date 2030
0.280
Target-Date 2000-2010
0.490
91
91
17
Target-Date 2015
0.540
85
88
22
Target-Date 2020
0.580
70
70
36
Target-Date 2025
0.620
Target-Date Retirement
0.460
59
72
16
Allocation--70% to 85% Equity
0.420
Large Growth
0.500
Allocation--30% to 50% Equity
0.370
Allocation--30% to 50% Equity
0.200
Allocation--70% to 85% Equity
0.110
28
18
5
Allocation--30% to 50% Equity
0.840
74
67
74
Allocation--85%+ Equity
0.730
75
57
22
Allocation--70% to 85% Equity
0.890
54
37
52
Target-Date 2025
0.450
80
81
69
Target-Date 2030
0.400
67
66
Target-Date 2035
0.450
63
70
71
Target-Date 2040
0.400
38
56
Target-Date 2045
0.450
41
64
83
Target-Date 2050
0.400
31
57
Target-Date 2055
0.400
9
36
Target-Date 2060
0.400
Target-Date Retirement
0.320
75
85
47
Target-Date 2020
0.400
64
80
Allocation--50% to 70% Equity
0.850
78
71
78
Allocation--50% to 70% Equity
1.170
85
84
80
Allocation--30% to 50% Equity
1.200
80
78
71
Allocation--85%+ Equity
1.270
76
81
89
Allocation--70% to 85% Equity
1.220
76
78
76
Large Growth
1.870
74
90
99
Tactical Allocation
1.900
37
26
18
Multisector Bond
1.560
47
74
73
Large Growth
1.990
82
90
Large Growth
1.890
74
83
94
Global Allocation
1.110
88
90
87
Global Allocation
0.120
87
88
89
Global Allocation
0.700
76
79
68
Global Large-Stock Value
0.530
35
37
46
Global Large-Stock Value
0.590
78
65
79
Foreign Large Value
0.670
80
79
83
Foreign Large Value
0.630
25
36
38
Global Allocation
0.210
42
49
21
Commodities Focused
1.420
85
59
Tactical Allocation
0.660
59
58
53
Global Large-Stock Blend
0.970
54
70
81
Tactical Allocation
0.630
36
42
25
Global Allocation
0.610
11
5
1
Global Allocation
1.000
82
83
82
Target-Date 2025
0.250
82
78
Target-Date 2030
0.270
89
82
75
Target-Date 2035
0.260
78
70
Target-Date 2040
0.270
50
58
65
Target-Date 2045
0.250
61
63
Target-Date 2050
0.270
55
63
47
Target-Date 2055
0.250
59
62
Target-Date 2060
0.250
53
Target-Date 2020
0.270
77
80
88
Long-Short Equity
1.000
77
44
Allocation--30% to 50% Equity
0.700
33
35
40
Tactical Allocation
0.830
61
71
Global Large-Stock Blend
0.840
43
52
82
Allocation--50% to 70% Equity
1.120
96
96
Tactical Allocation
0.860
32
23
32
Global Large-Stock Blend
0.910
78
68
60
Allocation--30% to 50% Equity
0.890
69
49
53
Allocation--15% to 30% Equity
0.860
54
51
70
Allocation--70% to 85% Equity
0.920
86
78
82
Target-Date 2015
0.750
89
89
92
Target-Date 2025
0.750
75
76
77
Target-Date 2035
0.740
76
66
78
Target-Date 2045
0.720
70
61
82
Target-Date 2055
0.750
65
59
86
Short-Term Bond
0.750
78
Large Value
0.850
75
Intermediate Core-Plus Bond
1.140
98
Large Value
1.860
1
3
Allocation--50% to 70% Equity
1.610
2
14
Large Growth
2.010
1
14
Allocation--50% to 70% Equity
0.910
34
25
12
Allocation--30% to 50% Equity
1.060
84
77
99
Allocation--70% to 85% Equity
1.060
75
66
77
Allocation--50% to 70% Equity
1.030
89
83
89
Multistrategy
0.520
35
46
11
Allocation--70% to 85% Equity
0.760
82
79
71

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