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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 %
Allocation--30% to 50% Equity
0.960
23
15
39
Tactical Allocation
1.350
94
90
Allocation--85%+ Equity
1.610
7
3
4
Small Blend
1.600
84
62
92
Tactical Allocation
2.020
18
20
33
Tactical Allocation
1.440
18
17
14
Global Allocation
0.570
48
44
40
Multisector Bond
2.610
93
Allocation--15% to 30% Equity
2.310
Large Growth
2.430
Global Allocation
2.790
62
Large Blend
2.220
Global Large-Stock Blend
2.080
Intermediate Core-Plus Bond
2.240
Global Small/Mid Stock
2.690
Global Large-Stock Blend
2.400
65
Allocation--50% to 70% Equity
2.430
92
Global Allocation
2.600
Global Large-Stock Blend
2.630
72
Tactical Allocation
3.030
71
Allocation--30% to 50% Equity
2.860
Allocation--50% to 70% Equity
0.400
38
27
Allocation--50% to 70% Equity
0.700
93
90
90
Tactical Allocation
1.190
75
88
96
Tactical Allocation
0.855
40
48
67
Emerging Markets Bond
0.940
38
41
Global Allocation
0.950
30
22
71
Foreign Large Value
0.570
40
43
Target-Date 2025
0.290
48
37
Target-Date 2030
0.230
64
49
Target-Date 2035
0.210
64
54
Target-Date 2040
0.180
63
56
Target-Date 2045
0.140
67
56
Target-Date 2050
0.120
60
51
Target-Date 2055
0.110
65
57
Target-Date 2060
0.120
Target-Date Retirement
0.320
12
5
Tactical Allocation
2.380
19
63
85
Allocation--85%+ Equity
1.260
80
68
84
Allocation--15% to 30% Equity
1.220
64
74
67
Allocation--30% to 50% Equity
1.220
63
70
71
Allocation--70% to 85% Equity
1.250
79
73
74
Allocation--50% to 70% Equity
1.230
82
80
79
Allocation--50% to 70% Equity
0.890
26
27
36
Global Allocation
1.120
14
34
41
Allocation--50% to 70% Equity
0.920
71
61
69
Allocation--30% to 50% Equity
1.070
79
71
82
Allocation--70% to 85% Equity
0.950
47
39
58
Target-Date 2000-2010
0.530
64
73
54
Target-Date 2015
0.550
44
42
52
Target-Date 2020
0.560
29
31
33
Target-Date 2025
0.580
19
19
24
Target-Date 2030
0.600
32
32
34
Target-Date 2035
0.630
42
35
38
Target-Date 2040
0.640
56
40
43
Target-Date 2045
0.650
65
48
40
Target-Date 2050
0.660
64
46
32
Target-Date 2055
0.670
52
35
31
Target-Date 2060
0.680
47
31
Target-Date 2065+
0.740
41
28
Target-Date 2015
0.380
31
45
Target-Date 2020
0.380
16
30
Target-Date 2025
0.380
6
21
Target-Date 2030
0.380
9
29
Target-Date 2035
0.400
23
37
Target-Date 2040
0.410
30
48
Target-Date 2045
0.420
30
46
Target-Date 2050
0.420
23
44
Target-Date 2055
0.430
15
36
Target-Date 2060
0.430
11
24
Target-Date 2065+
0.410
4
1
Target-Date Retirement
0.370
59
75
Target-Date Retirement
0.510
75
77
63
Allocation--50% to 70% Equity
1.130
78
66
59
Allocation--30% to 50% Equity
1.140
52
45
34
Allocation--70% to 85% Equity
1.140
72
49
40
Allocation--15% to 30% Equity
1.090
58
43
10
Allocation--85%+ Equity
1.160
62
44
43
Long-Short Equity
2.180
96
94
Target-Date 2015
0.400
15
13
Target-Date 2020
0.400
12
11
Target-Date 2025
0.400
10
10
Target-Date 2030
0.400
6
8
Target-Date 2035
0.400
6
9
Target-Date 2040
0.400
15
19
Target-Date 2045
0.400
24
27
Target-Date 2050
0.400
28
34
Target-Date 2055
0.400
24
43
Target-Date 2060
0.400
28
46
Target-Date 2065+
0.400
Target-Date Retirement
0.400
2
1
Target-Date 2025
0.450
Target-Date 2030
0.450
Target-Date 2035
0.450
Target-Date 2040
0.450
Target-Date 2045
0.450
Target-Date 2050
0.450
Target-Date 2055
0.450
Target-Date 2060
0.450

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