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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
0.550
55
54
38
Target-Date 2040
0.560
45
47
42
Target-Date 2045
0.560
42
50
32
Target-Date 2050
0.560
51
60
42
Target-Date 2055
0.550
52
68
Target-Date 2060
0.440
55
Target-Date 2020
0.190
79
79
Target-Date 2025
0.190
68
69
Target-Date 2030
0.290
68
69
Target-Date 2035
0.190
64
69
Target-Date 2040
0.290
68
69
Target-Date 2045
0.190
58
71
Target-Date 2050
0.190
65
71
Target-Date 2055
0.190
66
79
Target-Date 2060
0.190
71
Target-Date Retirement
0.500
38
26
16
Allocation--30% to 50% Equity
0.190
90
Target-Date 2020
0.190
Target-Date Retirement
0.190
33
25
World Allocation
1.030
51
69
67
World Allocation
1.090
13
8
11
World Allocation
1.050
29
31
33
Nontraditional Bond
1.980
Large Blend
1.820
100
Allocation--85%+ Equity
0.970
36
55
Allocation--50% to 70% Equity
0.960
67
70
Allocation--70% to 85% Equity
0.990
42
53
Allocation--30% to 50% Equity
1.050
67
64
Allocation--30% to 50% Equity
1.070
94
95
Tactical Allocation
1.170
67
49
48
Small Growth
1.480
77
79
85
Allocation--50% to 70% Equity
1.220
27
37
56
Allocation--30% to 50% Equity
0.840
27
13
25
Allocation--85%+ Equity
0.780
15
22
13
Allocation--30% to 50% Equity
0.640
17
22
23
Allocation--70% to 85% Equity
0.730
15
20
18
Foreign Large Blend
0.850
8
7
5
Target-Date 2020
0.520
80
90
86
Target-Date 2025
0.490
78
85
Target-Date 2030
0.530
57
52
31
Target-Date 2035
0.560
28
26
Target-Date 2040
0.570
35
32
24
Target-Date 2045
0.580
42
38
Target-Date 2050
0.580
51
47
25
Target-Date 2055
0.580
51
57
Target-Date 2060
0.580
54
Target-Date Retirement
0.470
22
36
37
Long-Short Equity
1.170
73
75
Allocation--50% to 70% Equity
0.690
31
40
46
Allocation--85%+ Equity
1.840
10
16
23
World Allocation
1.830
57
72
World Large-Stock Growth
2.190
98
100
100
Allocation--85%+ Equity
1.980
65
40
67
Allocation--70% to 85% Equity
1.100
83
81
66
Allocation--30% to 50% Equity
1.070
82
86
81
Allocation--50% to 70% Equity
1.090
85
85
81
Allocation--30% to 50% Equity
0.720
58
52
38
Allocation--30% to 50% Equity
0.650
Allocation--15% to 30% Equity
0.660
Allocation--85%+ Equity
0.880
58
61
51
Allocation--85%+ Equity
0.620
Allocation--70% to 85% Equity
0.820
69
62
46
Allocation--70% to 85% Equity
0.640
Allocation--50% to 70% Equity
0.750
69
68
59
Allocation--50% to 70% Equity
0.630
Allocation--15% to 30% Equity
0.560
11
12
31
Allocation--30% to 50% Equity
0.610
14
7
12
Allocation--50% to 70% Equity
0.630
34
13
37
Allocation--70% to 85% Equity
0.780
22
14
27
Target-Date 2020
0.690
72
61
71
Target-Date 2025
0.680
54
32
47
Target-Date 2030
0.730
59
34
54
Target-Date 2035
0.860
65
47
67
Target-Date 2040
0.760
64
51
74
Target-Date 2045
0.850
62
67
70
Target-Date 2050
0.750
63
49
71
Target-Date 2055
0.730
64
56
Target-Date 2060
0.530
63
62
Target-Date Retirement
0.710
23
26
40
Target-Date 2000-2010
0.340
10
Target-Date 2000-2010
0.340
1
Target-Date 2015
0.360
1
Target-Date 2020
0.370
4
Target-Date 2025
0.390
1
Target-Date 2030
0.410
1
Target-Date 2035
0.420
8
Target-Date 2040
0.430
9
Target-Date 2045
0.440
4
Target-Date 2050
0.450
4
Target-Date 2055
0.460
7
Target-Date 2060
0.460
8
Allocation--30% to 50% Equity
0.330
21
Multisector Bond
3.420
Tactical Allocation
2.970
29
27
Multistrategy
2.130
37
Target-Date 2015
0.450
95
90
46
Target-Date 2020
0.390
68
61
13
Target-Date 2025
0.380
64
43
6
Target-Date 2030
0.360
56
33
9
Target-Date 2035
0.340
55
32
7

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