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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 2050
0.400
61
86
Target-Date 2055
0.400
63
89
Target-Date Retirement
0.290
66
67
65
Allocation--50% to 70% Equity
0.880
73
66
84
Large Growth
1.810
96
98
100
Tactical Allocation
1.850
23
24
21
Multisector Bond
1.300
91
92
89
Large Growth
1.980
91
Large Growth
2.010
90
94
98
World Allocation
0.880
94
93
84
World Allocation
0.280
93
85
World Allocation
0.590
52
49
52
World Large-Stock Value
0.570
56
51
54
World Large-Stock Value
0.580
65
55
69
Foreign Large Value
0.660
14
5
29
Foreign Large Value
0.630
12
15
16
World Allocation
0.450
36
19
8
Commodities Focused
1.530
49
66
Tactical Allocation
0.690
37
54
44
World Large-Stock Blend
0.960
70
71
71
Tactical Allocation
0.630
26
26
26
World Allocation
1.010
76
79
84
Target-Date 2025
0.260
61
Target-Date 2030
0.270
67
88
59
Target-Date 2035
0.260
56
Target-Date 2040
0.260
35
85
54
Target-Date 2045
0.260
47
Target-Date 2050
0.270
58
85
45
Target-Date 2055
0.250
59
Target-Date 2060
0.250
Target-Date 2020
0.270
48
87
80
Long-Short Equity
1.330
75
54
Allocation--85%+ Equity
1.150
61
49
21
Allocation--15% to 30% Equity
0.780
32
24
35
Target-Date 2015
0.800
58
58
57
Target-Date 2020
0.470
42
Target-Date 2025
0.840
63
55
36
Target-Date 2030
0.520
58
Target-Date 2035
0.890
66
55
42
Target-Date 2040
0.560
59
Target-Date 2045
0.920
75
66
47
Target-Date 2050
0.570
66
Target-Date 2055
0.930
81
72
57
Target-Date 2060
0.580
Allocation--50% to 70% Equity
0.920
70
67
65
Allocation--70% to 85% Equity
1.010
62
65
48
Allocation--30% to 50% Equity
0.830
50
35
33
Allocation--50% to 70% Equity
0.280
48
51
Allocation--50% to 70% Equity
0.600
46
52
49
Target-Date 2020
0.600
23
37
41
Target-Date 2025
0.600
52
77
58
Target-Date 2030
0.600
73
80
64
Target-Date 2035
0.620
85
85
58
Target-Date 2040
0.640
73
67
57
Target-Date 2045
0.650
85
77
57
Target-Date 2050
0.660
82
71
67
Target-Date 2055
0.660
90
74
75
Target-Date 2060
0.660
Allocation--30% to 50% Equity
0.700
48
57
Tactical Allocation
0.810
47
87
World Large-Stock Blend
0.860
40
43
Allocation--30% to 50% Equity
1.120
84
83
Tactical Allocation
0.870
54
38
World Large-Stock Blend
1.220
49
38
45
Allocation--30% to 50% Equity
1.020
38
21
44
Allocation--15% to 30% Equity
0.940
66
61
82
Allocation--70% to 85% Equity
1.130
64
58
69
Target-Date 2015
0.750
93
79
92
Target-Date 2025
0.750
78
71
74
Target-Date 2035
0.750
81
63
79
Target-Date 2045
0.750
81
62
87
Target-Date 2055
0.750
79
57
Short-Term Bond
0.820
Large Value
0.850
Multisector Bond
1.010
Large Value
1.860
4
1
Allocation--30% to 50% Equity
1.700
1
Large Blend
1.970
1
1
Tactical Allocation
1.520
64
62
High Yield Bond
2.050
99
100
Target-Date 2020
0.610
74
74
91
Target-Date 2025
0.660
57
69
86
Target-Date 2030
0.680
57
71
87
Target-Date 2035
0.700
53
69
87
Target-Date 2040
0.720
39
50
79
Target-Date 2045
0.740
44
43
66
Target-Date 2050
0.760
28
14
31
Target-Date 2055
0.780
5
1
Target-Date 2060
0.780
Target-Date Retirement
0.580
44
51
53
Allocation--50% to 70% Equity
0.930
18
17
20
Allocation--30% to 50% Equity
1.090
65
66
96
Allocation--70% to 85% Equity
1.110
57
53
74
Allocation--50% to 70% Equity
1.070
76
72
92
Large Blend
3.360
Multistrategy
0.670
62
38
Tactical Allocation
1.510
17
12

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