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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 2060
0.090%
61%
55%
Target-Date 2065+
0.090%
Target-Date Retirement
0.090%
4%
4%
Intermediate Core-Plus Bond
0.310%
46%
41%
38%
Diversified Emerging Mkts
0.560%
54%
50%
50%
Intermediate Core-Plus Bond
0.210%
14%
Foreign Large Blend
0.540%
25%
17%
10%
High Yield Bond
0.490%
45%
42%
28%
Foreign Large Blend
0.560%
23%
21%
16%
Small Blend
0.420%
50%
41%
45%
Allocation--85%+ Equity
1.380%
66%
80%
Options Trading
1.820%
99%
99%
Options Trading
1.690%
70%
89%
Options Trading
1.260%
60%
73%
38%
Options Trading
1.570%
64%
78%
Multistrategy
2.070%
8%
Global Large-Stock Blend
0.700%
46%
Foreign Large Blend
0.870%
64%
Muni National Short
0.570%
87%
Global Large-Stock Blend
0.710%
58%
Large Blend
0.630%
67%
Intermediate Core-Plus Bond
0.450%
32%
Target-Date 2000-2010
0.490%
31%
30%
43%
Target-Date 2000-2010
0.490%
15%
12%
5%
Target-Date 2015
0.510%
13%
7%
4%
Target-Date 2020
0.530%
11%
8%
3%
Target-Date 2025
0.550%
5%
5%
2%
Target-Date 2030
0.580%
8%
11%
7%
Target-Date 2035
0.590%
12%
15%
7%
Target-Date 2040
0.600%
19%
20%
8%
Target-Date 2045
0.620%
21%
17%
9%
Target-Date 2050
0.630%
20%
19%
11%
Target-Date 2055
0.640%
27%
23%
10%
Target-Date 2060
0.640%
32%
23%
Target-Date 2065+
0.640%
Allocation--30% to 50% Equity
0.490%
21%
18%
28%
Allocation--30% to 50% Equity
0.340%
19%
16%
Target-Date 2000-2010
0.190%
Target-Date 2000-2010
0.190%
Target-Date 2015
0.350%
Target-Date 2015
0.200%
Target-Date 2020
0.210%
Target-Date 2025
0.220%
Target-Date 2030
0.230%
Target-Date 2035
0.240%
Target-Date 2040
0.240%
Target-Date 2045
0.250%
Target-Date 2050
0.250%
Target-Date 2055
0.260%
Target-Date 2060
0.260%
Target-Date 2065+
0.260%
Target-Date 2000-2010
0.340%
21%
19%
Target-Date 2000-2010
0.340%
10%
7%
Target-Date 2015
0.360%
10%
5%
Target-Date 2020
0.370%
5%
4%
Target-Date 2025
0.390%
4%
3%
Target-Date 2030
0.410%
7%
4%
Target-Date 2035
0.420%
9%
11%
Target-Date 2040
0.430%
15%
14%
Target-Date 2045
0.440%
12%
15%
Target-Date 2050
0.450%
13%
16%
Target-Date 2055
0.460%
16%
13%
Target-Date 2060
0.460%
16%
15%
Target-Date 2065+
0.460%
Target-Date 2020
0.530%
10%
11%
Large Blend
0.730%
88%
90%
89%
Multisector Bond
0.620%
48%
45%
37%
Foreign Large Blend
0.890%
80%
63%
48%
Target-Date 2000-2010
0.450%
32%
35%
Target-Date 2000-2010
0.450%
25%
25%
Target-Date 2015
0.470%
30%
29%
Target-Date 2020
0.500%
25%
23%
Target-Date 2025
0.520%
13%
19%
Target-Date 2030
0.550%
25%
33%
Target-Date 2035
0.570%
46%
50%
Target-Date 2040
0.590%
61%
57%
Target-Date 2045
0.610%
61%
57%
Target-Date 2050
0.620%
46%
45%
Target-Date 2055
0.630%
32%
24%
Target-Date 2060
0.640%
34%
25%
Target-Date 2065+
0.460%
Allocation--30% to 50% Equity
1.080%
22%
20%
36%
Trading--Miscellaneous
3.160%
Target-Date 2000-2010
0.620%
36%
46%
26%
Target-Date 2015
0.630%
40%
50%
39%
Target-Date 2020
0.640%
41%
58%
35%
Target-Date 2025
0.660%
34%
50%
23%
Target-Date 2030
0.670%
39%
54%
32%
Target-Date 2035
0.680%
48%
60%
34%
Target-Date 2040
0.690%
44%
66%
32%
Target-Date 2045
0.450%
24%
40%
13%
Target-Date 2050
0.450%
18%
43%
15%
Target-Date 2055
0.450%
17%
44%
11%
Target-Date 2060
0.450%
13%
42%
Target-Date 2065+
0.450%
Target-Date 2000-2010
0.100%
28%
13%
10%
Target-Date 2015
0.100%
29%
13%
12%
Target-Date 2020
0.100%
32%
13%
15%
Target-Date 2025
0.100%
21%
8%
11%

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