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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 2045
0.550
42
53
36
Target-Date 2050
0.550
53
58
43
Target-Date 2055
0.550
56
60
42
Target-Date 2060
0.440
58
60
Target-Date 2015
0.190
98
97
Target-Date 2020
0.190
82
81
Target-Date 2025
0.190
73
71
Target-Date 2030
0.290
73
72
Target-Date 2035
0.190
68
65
Target-Date 2040
0.290
69
68
Target-Date 2045
0.190
66
63
Target-Date 2050
0.190
69
63
Target-Date 2055
0.190
75
70
Target-Date 2060
0.190
76
66
Target-Date Retirement
0.490
45
41
24
Target-Date Retirement
0.190
40
31
Global Allocation
1.030
76
78
76
Global Allocation
1.050
31
16
14
Global Allocation
1.030
55
46
50
Nontraditional Bond
1.880
Large Blend
2.260
100
Allocation--85%+ Equity
0.950
36
43
Allocation--50% to 70% Equity
0.900
68
74
Allocation--70% to 85% Equity
0.920
36
50
Allocation--30% to 50% Equity
1.020
65
66
Allocation--30% to 50% Equity
1.060
96
96
Tactical Allocation
1.250
55
59
61
Target-Date 2040
0.150
Small Growth
1.400
71
79
82
Allocation--50% to 70% Equity
1.170
40
71
60
Allocation--30% to 50% Equity
0.870
26
38
27
Allocation--85%+ Equity
0.770
16
5
5
Allocation--30% to 50% Equity
0.610
23
14
23
Allocation--70% to 85% Equity
0.710
21
10
19
Foreign Large Blend
0.830
31
6
10
Target-Date 2020
0.470
78
83
88
Target-Date 2025
0.490
72
66
Target-Date 2030
0.530
46
29
15
Target-Date 2035
0.560
14
7
Target-Date 2040
0.570
21
7
10
Target-Date 2045
0.580
15
4
Target-Date 2050
0.580
14
10
9
Target-Date 2055
0.580
17
12
Target-Date 2060
0.580
19
4
Target-Date Retirement
0.470
21
23
32
Long-Short Equity
1.150
91
80
Allocation--50% to 70% Equity
0.660
44
34
48
Allocation--85%+ Equity
1.810
32
29
37
Global Allocation
1.800
91
93
95
Global Allocation
2.110
65
80
83
Allocation--85%+ Equity
2.030
87
88
84
Allocation--70% to 85% Equity
1.030
90
80
68
Allocation--15% to 30% Equity
1.030
54
31
24
Allocation--50% to 70% Equity
1.030
94
91
83
Allocation--30% to 50% Equity
0.650
41
61
40
Allocation--30% to 50% Equity
0.650
Allocation--15% to 30% Equity
0.660
Allocation--50% to 70% Equity
0.780
Allocation--85%+ Equity
0.690
16
67
45
Allocation--85%+ Equity
0.620
Allocation--70% to 85% Equity
0.650
35
66
48
Allocation--70% to 85% Equity
0.640
Allocation--50% to 70% Equity
0.630
57
78
67
Allocation--50% to 70% Equity
0.630
Allocation--15% to 30% Equity
0.560
24
18
29
Allocation--30% to 50% Equity
0.590
15
9
14
Allocation--50% to 70% Equity
0.610
32
26
33
Allocation--70% to 85% Equity
0.760
14
13
22
Target-Date 2020
0.680
74
73
73
Target-Date 2025
0.680
62
50
51
Target-Date 2030
0.720
65
55
51
Target-Date 2035
0.850
67
61
65
Target-Date 2040
0.760
65
59
75
Target-Date 2045
0.850
64
60
67
Target-Date 2050
0.750
66
54
64
Target-Date 2055
0.730
70
54
Target-Date 2060
0.530
68
54
Target-Date Retirement
0.700
22
29
43
Target-Date 2000-2010
0.340
12
Target-Date 2000-2010
0.340
1
Target-Date 2015
0.360
5
Target-Date 2020
0.370
4
Target-Date 2025
0.390
3
Target-Date 2030
0.410
4
Target-Date 2035
0.420
12
Target-Date 2040
0.430
16
Target-Date 2045
0.440
11
Target-Date 2050
0.450
10
Target-Date 2055
0.460
15
Target-Date 2060
0.460
19
Allocation--30% to 50% Equity
0.340
21
Multisector Bond
3.420
Tactical Allocation
2.970
41
24
Foreign Large Value
1.160
44
58
52
Multistrategy
1.770
23
Target-Date 2015
0.440
86
83
34
Target-Date 2020
0.390
63
53
15
Target-Date 2025
0.370
45
40
8
Target-Date 2030
0.340
17
20
7
Target-Date 2035
0.330
19
23
6

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