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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 %
Allocation--30% to 50% Equity
0.870
68
55
82
Allocation--85%+ Equity
0.810
22
9
8
World Large-Stock Blend
0.500
World Bond
0.570
Allocation--70% to 85% Equity
0.930
38
33
60
Target-Date 2060
0.400
Target-Date 2020
0.400
80
80
Target-Date 2030
0.400
73
71
Target-Date 2040
0.400
50
73
Target-Date 2050
0.400
48
76
Target-Date 2055
0.400
52
76
Target-Date Retirement
0.290
67
64
65
Allocation--50% to 70% Equity
0.880
65
62
83
Allocation--50% to 70% Equity
1.190
77
80
79
Allocation--30% to 50% Equity
1.210
68
72
65
Allocation--85%+ Equity
1.300
86
87
91
Allocation--70% to 85% Equity
1.250
75
74
70
Large Growth
1.810
99
100
100
Tactical Allocation
1.850
25
30
19
Multisector Bond
1.300
87
89
89
Large Growth
1.980
97
Large Growth
2.010
95
98
99
World Allocation
0.960
94
94
87
World Allocation
0.280
93
90
90
World Allocation
0.590
44
48
66
World Large-Stock Value
0.570
5
14
28
World Large-Stock Value
0.580
13
20
45
Foreign Large Value
0.660
6
13
34
Foreign Large Value
0.630
7
16
21
World Allocation
0.450
32
26
19
Commodities Focused
1.530
49
64
Tactical Allocation
0.690
40
51
45
World Large-Stock Blend
0.960
80
81
78
Tactical Allocation
0.630
21
28
24
World Allocation
1.010
58
73
80
Target-Date 2025
0.260
52
Target-Date 2030
0.270
67
86
61
Target-Date 2035
0.260
48
Target-Date 2040
0.260
27
83
55
Target-Date 2045
0.260
37
Target-Date 2050
0.270
47
79
41
Target-Date 2055
0.250
50
Target-Date 2060
0.250
51
Target-Date 2020
0.270
39
87
80
Long-Short Equity
1.330
70
47
Allocation--85%+ Equity
1.150
58
59
21
Allocation--15% to 30% Equity
0.780
41
25
35
Target-Date 2015
0.800
64
59
61
Target-Date 2020
0.470
52
54
Target-Date 2025
0.840
62
63
37
Target-Date 2030
0.520
59
56
Target-Date 2035
0.890
74
65
42
Target-Date 2040
0.560
64
49
Target-Date 2045
0.920
81
72
50
Target-Date 2050
0.570
71
59
Target-Date 2055
0.930
85
76
75
Target-Date 2060
0.580
Allocation--50% to 70% Equity
0.920
71
70
64
Allocation--70% to 85% Equity
1.010
69
68
56
Allocation--30% to 50% Equity
0.830
55
39
33
Allocation--50% to 70% Equity
0.280
58
56
Allocation--50% to 70% Equity
0.600
57
59
52
Target-Date 2020
0.600
28
36
47
Target-Date 2025
0.600
56
76
61
Target-Date 2030
0.600
81
82
67
Target-Date 2035
0.620
90
88
68
Target-Date 2040
0.640
86
78
65
Target-Date 2045
0.650
90
84
67
Target-Date 2050
0.660
88
81
77
Target-Date 2055
0.660
92
83
89
Target-Date 2060
0.660
Allocation--30% to 50% Equity
0.690
48
63
72
Tactical Allocation
0.800
57
85
World Large-Stock Blend
0.860
25
35
66
Allocation--30% to 50% Equity
1.130
89
88
Tactical Allocation
0.870
71
40
59
World Large-Stock Blend
1.220
48
27
35
Allocation--30% to 50% Equity
1.020
35
22
44
Allocation--15% to 30% Equity
0.940
73
59
81
Allocation--70% to 85% Equity
1.130
63
59
72
Target-Date 2015
0.750
88
85
92
Target-Date 2025
0.750
76
71
76
Target-Date 2035
0.750
80
67
82
Target-Date 2045
0.750
80
64
91
Target-Date 2055
0.750
80
60
Short-Term Bond
0.810
100
Large Value
0.840
89
Intermediate Core-Plus Bond
0.950
95
Large Value
1.860
2
1
Allocation--30% to 50% Equity
1.700
1
Large Blend
1.970
1
1
Tactical Allocation
1.520
55
69
Target-Date 2020
0.610
77
78
93
Target-Date 2025
0.660
66
78
87

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