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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 2025
0.120%
63%
47%
47%
Target-Date 2030
0.120%
67%
40%
48%
Target-Date 2035
0.120%
52%
22%
32%
Target-Date 2040
0.120%
41%
18%
37%
Target-Date 2045
0.120%
59%
28%
44%
Target-Date 2050
0.120%
65%
30%
49%
Target-Date 2055
0.120%
69%
31%
51%
Target-Date 2060
0.120%
69%
40%
Target-Date 2065+
0.080%
70%
Target-Date Retirement
0.120%
82%
71%
87%
Target-Date 2020
0.470%
74%
81%
54%
Target-Date 2025
0.480%
73%
78%
39%
Target-Date 2030
0.280%
81%
Target-Date 2000-2010
0.490%
92%
92%
22%
Target-Date 2015
0.530%
93%
90%
35%
Target-Date 2020
0.570%
78%
80%
42%
Target-Date 2025
0.610%
65%
Target-Date Retirement
0.460%
72%
81%
18%
Allocation--70% to 85% Equity
0.560%
Large Growth
0.500%
Allocation--30% to 50% Equity
0.370%
Allocation--30% to 50% Equity
0.200%
Global Allocation
0.800%
Allocation--70% to 85% Equity
0.110%
38%
26%
11%
Large Blend
0.640%
Large Growth
0.660%
26%
54%
52%
Allocation--30% to 50% Equity
0.840%
73%
70%
75%
Allocation--85%+ Equity
0.730%
64%
42%
21%
Allocation--70% to 85% Equity
0.890%
48%
39%
55%
Target-Date 2025
0.450%
61%
77%
71%
Target-Date 2030
0.400%
47%
60%
Target-Date 2035
0.450%
45%
58%
72%
Target-Date 2040
0.400%
16%
30%
Target-Date 2045
0.450%
22%
40%
76%
Target-Date 2050
0.400%
6%
26%
Target-Date 2055
0.400%
3%
10%
Target-Date 2060
0.400%
Target-Date Retirement
0.320%
26%
42%
50%
Target-Date 2020
0.400%
45%
67%
Allocation--50% to 70% Equity
0.850%
72%
69%
78%
Allocation--50% to 70% Equity
1.170%
85%
81%
80%
Allocation--30% to 50% Equity
1.200%
82%
75%
73%
Allocation--85%+ Equity
1.270%
63%
75%
84%
Allocation--70% to 85% Equity
1.220%
79%
81%
79%
Tactical Allocation
2.020%
45%
21%
25%
Multisector Bond
1.570%
68%
87%
73%
Large Growth
1.830%
71%
85%
Global Allocation
1.110%
79%
82%
82%
Global Allocation
0.120%
82%
86%
77%
Global Allocation
0.700%
74%
69%
66%
Global Large-Stock Value
0.530%
47%
46%
47%
Global Large-Stock Value
0.590%
89%
83%
79%
Foreign Large Value
0.670%
93%
89%
88%
Foreign Large Value
0.630%
37%
41%
34%
Global Allocation
0.210%
42%
44%
19%
Commodities Focused
1.420%
85%
73%
Tactical Allocation
0.660%
55%
55%
59%
Global Large-Stock Blend
1.000%
42%
62%
81%
Tactical Allocation
0.630%
44%
40%
35%
Global Allocation
0.610%
18%
13%
1%
Global Allocation
1.000%
85%
87%
87%
Global Large-Stock Blend
1.000%
29%
52%
43%
Long-Short Equity
0.920%
81%
64%
Short-Term Bond
0.990%
99%
99%
28%
Allocation--30% to 50% Equity
0.700%
32%
32%
52%
Tactical Allocation
0.830%
66%
72%
92%
Global Large-Stock Blend
0.840%
60%
63%
86%
Allocation--50% to 70% Equity
1.120%
95%
94%
96%
Tactical Allocation
0.860%
38%
18%
43%
Global Large-Stock Blend
0.910%
81%
72%
65%
Allocation--30% to 50% Equity
0.890%
77%
56%
55%
Allocation--15% to 30% Equity
0.860%
41%
47%
62%
Allocation--70% to 85% Equity
0.920%
92%
86%
87%
Target-Date 2015
0.750%
87%
81%
97%
Target-Date 2025
0.750%
71%
69%
79%
Target-Date 2035
0.740%
77%
67%
83%
Target-Date 2045
0.720%
78%
70%
88%
Target-Date 2055
0.750%
74%
68%
89%
Short-Term Bond
0.750%
64%
Large Value
0.850%
77%
Intermediate Core-Plus Bond
1.140%
97%
Allocation--50% to 70% Equity
1.550%
13%
28%
Allocation--50% to 70% Equity
0.910%
31%
19%
14%
Allocation--30% to 50% Equity
1.060%
82%
76%
99%
Allocation--70% to 85% Equity
1.060%
75%
70%
83%
Allocation--50% to 70% Equity
1.030%
87%
82%
90%
Multistrategy
0.520%
42%
58%
28%
Allocation--50% to 70% Equity
0.890%
28%
25%
36%
Allocation--70% to 85% Equity
0.760%
87%
85%
77%
Allocation--30% to 50% Equity
0.610%
89%
80%
55%
Foreign Large Growth
0.990%
80%
83%
56%
Target-Date 2000-2010
0.490%
Target-Date 2015
0.490%
84%
85%
Target-Date 2020
0.490%
74%
85%
Target-Date 2025
0.490%
75%
84%
Target-Date 2030
0.490%
94%
93%
Target-Date 2035
0.490%
96%
94%
Target-Date 2040
0.490%
98%
97%
Target-Date 2045
0.490%
99%
97%
Target-Date 2050
0.490%
99%
94%

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