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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
0.190
69
67
Target-Date 2055
0.190
70
75
Target-Date 2060
0.190
73
Target-Date Retirement
0.500
41
22
17
Allocation--30% to 50% Equity
0.190
88
Target-Date 2020
0.440
Target-Date Retirement
0.190
37
20
Long-Short Equity
2.050
26
Multistrategy
2.480
33
Tactical Allocation
1.900
13
Options Trading
1.700
44
44
Options Trading
2.220
96
90
Relative Value Arbitrage
2.310
25
Multistrategy
2.130
20
World Allocation
1.030
55
71
61
World Allocation
1.090
16
9
15
World Allocation
1.050
34
35
33
Nontraditional Bond
1.980
Large Blend
1.820
100
Allocation--85%+ Equity
0.970
41
58
Allocation--50% to 70% Equity
0.960
75
76
Allocation--70% to 85% Equity
0.990
47
57
Allocation--30% to 50% Equity
1.050
67
64
Allocation--30% to 50% Equity
1.070
92
95
Tactical Allocation
1.170
65
47
51
Small Growth
1.480
77
82
84
Allocation--50% to 70% Equity
1.220
24
21
56
Allocation--30% to 50% Equity
0.840
16
9
22
Allocation--85%+ Equity
0.780
15
13
14
Allocation--30% to 50% Equity
0.640
16
22
22
Allocation--70% to 85% Equity
0.730
13
15
23
Foreign Large Blend
0.850
5
4
4
Target-Date 2020
0.520
82
89
83
Target-Date 2025
0.540
76
82
Target-Date 2030
0.570
60
45
32
Target-Date 2035
0.590
35
27
Target-Date 2040
0.590
46
32
26
Target-Date 2045
0.600
51
35
Target-Date 2050
0.600
55
44
24
Target-Date 2055
0.600
57
53
Target-Date 2060
0.600
59
Target-Date Retirement
0.520
22
35
32
Long-Short Equity
1.170
63
77
Allocation--50% to 70% Equity
0.690
32
39
48
Allocation--85%+ Equity
1.840
24
22
41
Multisector Bond
1.830
60
71
World Large-Stock Growth
2.190
77
79
97
Allocation--85%+ Equity
1.980
19
19
69
Allocation--70% to 85% Equity
1.100
82
74
62
Allocation--30% to 50% Equity
1.070
75
81
76
Allocation--50% to 70% Equity
1.090
84
84
80
Allocation--30% to 50% Equity
0.720
58
50
39
Allocation--30% to 50% Equity
0.690
Allocation--15% to 30% Equity
0.690
Large Blend
0.880
71
69
54
Large Blend
0.690
Allocation--70% to 85% Equity
0.820
67
63
47
Allocation--70% to 85% Equity
0.710
Allocation--50% to 70% Equity
0.750
74
70
61
Allocation--50% to 70% Equity
0.690
Allocation--15% to 30% Equity
0.560
10
12
Allocation--30% to 50% Equity
0.610
14
8
Allocation--50% to 70% Equity
0.630
36
15
Target-Date 2020
0.690
75
64
73
Target-Date 2025
0.680
60
36
50
Target-Date 2030
0.730
59
38
53
Target-Date 2035
0.860
65
53
69
Target-Date 2040
0.760
65
63
74
Target-Date 2045
0.850
62
71
76
Target-Date 2050
0.750
65
60
71
Target-Date 2055
0.730
63
62
Target-Date 2060
0.530
65
68
Target-Date Retirement
0.710
34
31
38
Allocation--70% to 85% Equity
0.780
22
13
Target-Date 2000-2010
0.350
12
Target-Date 2000-2010
0.350
1
Target-Date 2015
0.390
5
Target-Date 2020
0.410
4
Target-Date 2025
0.450
1
Target-Date 2030
0.480
6
Target-Date 2035
0.490
10
Target-Date 2040
0.500
10
Target-Date 2045
0.500
5
Target-Date 2050
0.510
9
Target-Date 2055
0.510
11
Target-Date 2060
0.510
11
Allocation--30% to 50% Equity
0.330
20
Multisector Bond
2.610
Tactical Allocation
3.060
55
22
Multistrategy
2.130
38
Target-Date 2015
0.450
87
83
32
Target-Date 2020
0.390
57
58
13
Target-Date 2025
0.380
44
35
8
Target-Date 2030
0.360
26
25
8
Target-Date 2035
0.340
26
25
7
Target-Date 2040
0.330
27
32
11
Target-Date 2045
0.340
39
48
16
Target-Date 2050
0.340
48
52
Target-Date 2055
0.380
46
Target-Date 2060
0.330

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