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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 2040
0.150
Small Growth
1.400
67
80
81
Allocation--50% to 70% Equity
1.170
25
46
46
Allocation--50% to 70% Equity
0.870
56
76
81
Allocation--85%+ Equity
0.750
36
10
12
Allocation--30% to 50% Equity
0.580
26
9
18
Allocation--70% to 85% Equity
0.690
44
16
24
Foreign Large Blend
0.820
22
9
8
Target-Date 2025
0.470
40
27
Target-Date 2030
0.510
15
5
10
Target-Date 2035
0.550
2
2
Target-Date 2040
0.560
8
2
9
Target-Date 2045
0.570
7
1
Target-Date 2050
0.570
7
1
6
Target-Date 2055
0.570
7
1
Target-Date 2060
0.570
7
1
Target-Date 2065+
0.580
Target-Date Retirement
0.450
6
6
25
Long-Short Equity
1.140
73
63
Allocation--50% to 70% Equity
0.650
60
38
46
Allocation--85%+ Equity
1.810
21
21
36
Global Allocation
1.800
78
76
92
Global Allocation
2.110
89
94
87
Allocation--85%+ Equity
2.030
74
86
83
Allocation--70% to 85% Equity
1.030
91
84
74
Allocation--15% to 30% Equity
1.030
81
67
22
Allocation--50% to 70% Equity
1.030
94
89
80
Allocation--30% to 50% Equity
0.650
35
54
36
Allocation--30% to 50% Equity
0.670
Allocation--15% to 30% Equity
0.690
Allocation--50% to 70% Equity
0.680
Allocation--85%+ Equity
0.690
23
66
54
Allocation--85%+ Equity
0.620
Allocation--70% to 85% Equity
0.650
29
66
47
Allocation--70% to 85% Equity
0.660
Allocation--50% to 70% Equity
0.630
52
75
59
Allocation--50% to 70% Equity
0.560
Allocation--15% to 30% Equity
0.560
54
35
23
Allocation--30% to 50% Equity
0.590
20
13
11
Allocation--50% to 70% Equity
0.610
38
35
30
Allocation--70% to 85% Equity
0.760
28
25
23
Target-Date 2020
0.680
81
75
68
Target-Date 2025
0.680
76
57
41
Target-Date 2030
0.720
72
59
52
Target-Date 2035
0.850
81
68
66
Target-Date 2040
0.760
74
64
75
Target-Date 2045
0.850
72
65
68
Target-Date 2050
0.750
71
55
59
Target-Date 2055
0.730
75
59
Target-Date 2060
0.530
67
46
Target-Date Retirement
0.700
41
48
53
Target-Date 2000-2010
0.340
22
Target-Date 2000-2010
0.340
8
Target-Date 2015
0.360
6
Target-Date 2020
0.370
7
Target-Date 2025
0.390
4
Target-Date 2030
0.410
7
Target-Date 2035
0.420
21
Target-Date 2040
0.430
26
Target-Date 2045
0.440
26
Target-Date 2050
0.450
29
Target-Date 2055
0.460
30
Target-Date 2060
0.460
33
Allocation--30% to 50% Equity
0.340
13
Multisector Bond
2.710
Tactical Allocation
2.480
47
35
Multistrategy
1.770
26
Target-Date 2015
0.440
64
58
18
Target-Date 2020
0.390
41
24
10
Target-Date 2025
0.370
17
12
6
Target-Date 2050
0.300
6
13
Target-Date 2055
0.330
6
10
Target-Date 2060
0.400
6
Target-Date 2065+
0.270
Allocation--70% to 85% Equity
0.290
25
24
14
Allocation--30% to 50% Equity
0.370
39
26
32
Allocation--50% to 70% Equity
0.270
46
39
40
Target-Date Retirement
0.440
28
31
22
Target-Date 2025
0.430
59
68
48
Target-Date 2030
0.430
69
74
50
Target-Date 2035
0.420
72
76
49
Target-Date 2040
0.420
77
76
52
Target-Date 2045
0.410
84
81
41
Target-Date 2050
0.410
84
79
39
Target-Date 2055
0.660
91
89
64
Target-Date 2060
0.660
86
87
Target-Date 2060
0.410
80
78
Target-Date 2065+
0.390
Target-Date Retirement
0.430
20
24
3
Allocation--85%+ Equity
0.910
81
77
73
Allocation--15% to 30% Equity
0.900
57
66
58
Allocation--70% to 85% Equity
0.860
77
72
65
Allocation--30% to 50% Equity
0.890
51
55
58
Allocation--50% to 70% Equity
0.910
82
80
75
Long-Short Equity
1.370
48
68
61
Allocation--50% to 70% Equity
0.940
24
24
38

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