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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 2035
0.120
28
13
32
Target-Date 2040
0.120
18
10
37
Target-Date 2045
0.120
32
23
40
Target-Date 2050
0.120
42
23
48
Target-Date 2055
0.120
43
31
48
Target-Date 2060
0.120
54
36
Target-Date 2065+
0.080
Target-Date Retirement
0.120
88
84
84
Target-Date 2020
0.470
66
68
50
Target-Date 2025
0.480
65
75
42
Target-Date 2030
0.280
Target-Date 2000-2010
0.490
76
76
22
Target-Date 2015
0.540
74
73
21
Target-Date 2020
0.580
55
56
24
Target-Date 2025
0.620
Target-Date Retirement
0.460
83
80
23
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
11
10
6
Allocation--30% to 50% Equity
0.840
76
67
78
Allocation--85%+ Equity
0.730
54
34
11
Global Large-Stock Blend
0.500
Global Bond
0.570
Allocation--70% to 85% Equity
0.890
52
32
56
Target-Date 2060
0.400
Target-Date 2020
0.400
77
82
Target-Date 2030
0.400
70
71
Target-Date 2040
0.400
57
62
Target-Date 2050
0.400
56
60
Target-Date 2055
0.400
59
65
Target-Date Retirement
0.320
62
71
51
Allocation--50% to 70% Equity
0.850
80
71
83
Allocation--50% to 70% Equity
1.190
90
89
84
Allocation--30% to 50% Equity
1.210
81
77
71
Allocation--85%+ Equity
1.300
90
90
92
Allocation--70% to 85% Equity
1.250
84
81
78
Large Growth
1.870
96
99
100
Tactical Allocation
1.900
43
34
21
Multisector Bond
1.560
59
80
77
Large Growth
1.990
95
95
Large Growth
1.890
93
95
97
Global Allocation
0.960
95
94
90
Global Allocation
0.310
95
91
92
Global Allocation
0.630
82
83
75
Global Large-Stock Value
0.520
29
17
41
Global Large-Stock Value
0.560
59
45
71
Foreign Large Value
0.650
76
68
73
Foreign Large Value
0.620
21
28
29
Global Allocation
0.430
60
58
31
Commodities Focused
1.420
79
66
Tactical Allocation
0.660
54
56
56
Global Large-Stock Blend
0.970
84
87
83
Tactical Allocation
0.630
31
32
28
Global Allocation
1.000
79
80
81
Target-Date 2025
0.250
73
79
Target-Date 2030
0.270
80
83
70
Target-Date 2035
0.260
74
79
Target-Date 2040
0.270
46
59
59
Target-Date 2045
0.250
60
64
Target-Date 2050
0.270
62
64
42
Target-Date 2055
0.250
65
63
Target-Date 2060
0.250
63
Target-Date 2020
0.270
71
78
83
Long-Short Equity
1.000
68
45
Allocation--85%+ Equity
1.150
58
58
21
Allocation--15% to 30% Equity
0.780
21
24
22
Target-Date 2015
0.800
44
52
51
Target-Date 2020
0.480
36
44
Target-Date 2025
0.850
54
62
34
Target-Date 2030
0.520
53
58
Target-Date 2035
0.890
70
75
40
Target-Date 2040
0.570
63
64
Target-Date 2045
0.920
82
84
54
Target-Date 2050
0.580
74
70
Target-Date 2055
0.920
86
90
70
Target-Date 2060
0.590
Allocation--50% to 70% Equity
0.920
71
77
63
Allocation--70% to 85% Equity
1.020
74
72
60
Allocation--30% to 50% Equity
0.830
37
40
25
Allocation--50% to 70% Equity
0.280
70
70
58
Allocation--50% to 70% Equity
0.600
63
67
58
Allocation--30% to 50% Equity
0.690
35
33
62
Tactical Allocation
0.800
80
86
Global Large-Stock Blend
0.860
28
40
73
Allocation--30% to 50% Equity
1.130
87
85
Tactical Allocation
0.870
45
30
45
Global Large-Stock Blend
1.140
65
57
54
Allocation--30% to 50% Equity
0.980
57
39
50
Allocation--15% to 30% Equity
0.910
71
67
83
Allocation--70% to 85% Equity
1.080
83
71
83
Target-Date 2015
0.750
89
89
92

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