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.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Funds Growth Portfolio 529F1 | CGPFX | Aggressive Allocation | 18.24 Bil | — | 26 | 4 | 1 | 0.820% | $250 | No Load | Open |
| American Funds Growth Portfolio F1 | GWPFX | Aggressive Allocation | 18.24 Bil | 0.65% | 35 | 7 | 2 | 0.760% | $250 | No Load | Open |
| American Funds Growth Portfolio ABLE-F-2 | CGRGX | Aggressive Allocation | 18.24 Bil | 0.88% | 21 | — | — | 0.440% | $250 | No Load | Open |
| Fidelity Freedom 2050 | FFFHX | Target-Date 2050 | 17.80 Bil | 1.21% | 49 | 6 | 14 | 0.750% | — | No Load | Open |
| Fidelity Freedom Index 2045 Investor | FIOFX | Target-Date 2045 | 17.75 Bil | 1.89% | 45 | 44 | 29 | 0.120% | — | No Load | Open |
| Fidelity Freedom Index 2050 Investor | FIPFX | Target-Date 2050 | 16.86 Bil | 1.88% | 55 | 57 | 43 | 0.120% | — | No Load | Open |
| American Funds Growth and Inc Port F2 | GAIEX | Moderately Aggressive Allocation | 16.71 Bil | 2.12% | 16 | 10 | 10 | 0.450% | $250 | No Load | Open |
| American Funds Growth and Inc Port 529F1 | CGNFX | Moderately Aggressive Allocation | 16.71 Bil | — | 16 | 11 | 13 | 0.770% | $250 | No Load | Open |
| American Funds Growth and Inc Port F1 | GAIFX | Moderately Aggressive Allocation | 16.71 Bil | 1.88% | 16 | 13 | 17 | 0.710% | $250 | No Load | Open |
| American Funds Growth and Inc ABLE-F-2 | CGLGX | Moderately Aggressive Allocation | 16.71 Bil | 2.13% | 15 | — | — | 0.380% | $250 | No Load | Open |
| American Funds Growth and Inc 529-F-2 | FGGIX | Moderately Aggressive Allocation | 16.71 Bil | — | 16 | — | — | 0.440% | $250 | No Load | Open |
| American Funds Growth and Inc 529-F-3 | FGIIX | Moderately Aggressive Allocation | 16.71 Bil | — | 15 | — | — | 0.410% | $250 | No Load | Open |
| T. Rowe Price Retirement 2045 | TRRKX | Target-Date 2045 | 16.63 Bil | 1.27% | 44 | 15 | 3 | 0.620% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2045 Advisor | PARLX | Target-Date 2045 | 16.62 Bil | 1.08% | 59 | 23 | 15 | 0.870% | $2,500 | No Load | Open |
| American Funds 2020 Trgt Date Retire F1 | FAOTX | Target-Date 2020 | 15.80 Bil | 2.64% | 8 | 32 | 36 | 0.670% | $250 | No Load | Open |
| American Funds 2020 Trgt Date Retire F2 | FBCTX | Target-Date 2020 | 15.80 Bil | 2.88% | 2 | 12 | 14 | 0.400% | $250 | No Load | Open |
| T. Rowe Price Retirement 2050 Advisor | PARFX | Target-Date 2050 | 15.39 Bil | 1.06% | 62 | 28 | 19 | 0.880% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2050 | TRRMX | Target-Date 2050 | 15.39 Bil | 1.22% | 45 | 14 | 4 | 0.630% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2020 Advisor | PARBX | Target-Date 2020 | 15.00 Bil | 2.14% | 10 | 6 | 2 | 0.780% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2020 | TRRBX | Target-Date 2020 | 14.95 Bil | 2.38% | 5 | 2 | 1 | 0.530% | $2,500 | No Load | Open |
| Fidelity Freedom 2020 | FFFDX | Target-Date 2020 | 14.62 Bil | 2.27% | 81 | 27 | 14 | 0.570% | — | No Load | Open |
| Fidelity Freedom Index 2025 Investor | FQIFX | Target-Date 2025 | 13.88 Bil | 2.36% | 65 | 52 | 32 | 0.120% | — | No Load | Open |
| American Funds Moderate Gr & Inc 529-F-3 | FPPBX | Moderate Allocation | 13.66 Bil | — | 35 | — | — | 0.410% | $250 | No Load | Open |
| American Funds Moderate Gr & Inc F-2 | BLPEX | Moderate Allocation | 13.66 Bil | 2.37% | 37 | 29 | 29 | 0.450% | $250 | No Load | Open |
| American Funds Moderate Gr & Inc 529-F-1 | CBAFX | Moderate Allocation | 13.66 Bil | — | 37 | 30 | 29 | 0.760% | $250 | No Load | Open |
| American Funds Moderate Gr & Inc F-1 | BLPFX | Moderate Allocation | 13.66 Bil | 2.13% | 42 | 34 | 35 | 0.710% | $250 | No Load | Open |
| American Funds Moderate Gr & Inc 529-F-2 | FBBPX | Moderate Allocation | 13.66 Bil | — | 36 | — | — | 0.450% | $250 | No Load | Open |
| American Funds Moderate Gr & Inc ABLE-F2 | CBBGX | Moderate Allocation | 13.66 Bil | 2.39% | 34 | — | — | 0.370% | $250 | No Load | Open |
| American Funds 2060 Trgt Date Retire F1 | FAWTX | Target-Date 2060 | 12.41 Bil | 1.04% | 48 | 40 | — | 0.750% | $250 | No Load | Open |
| American Funds 2060 Trgt Date Retire F2 | FBKTX | Target-Date 2060 | 12.41 Bil | 1.29% | 38 | 26 | — | 0.480% | $250 | No Load | Open |
| Strategic Advisers Municipal Bond | FSMUX | Muni National Long | 12.33 Bil | 3.66% | — | — | — | 0.250% | — | No Load | Open |
| BlackRock LifePath® Index 2030 Inv A | LINAX | Target-Date 2030 | 12.16 Bil | 1.91% | 84 | 82 | 76 | 0.390% | $1,000 | No Load | Open |
| Fidelity Freedom Index 2055 Investor | FDEWX | Target-Date 2055 | 12.13 Bil | 1.86% | 59 | 62 | 44 | 0.120% | — | No Load | Open |
| BlackRock LifePath® Index 2040 Inv A | LIKAX | Target-Date 2040 | 11.98 Bil | 1.77% | 69 | 67 | 63 | 0.390% | $1,000 | No Load | Open |
| Fidelity Freedom 2055 | FDEEX | Target-Date 2055 | 10.76 Bil | 1.19% | 50 | 11 | 13 | 0.750% | — | No Load | Open |
| Strategic Advisers Emerging Markets | FSAMX | Diversified Emerging Mkts | 10.02 Bil | 2.87% | 53 | 50 | 48 | 0.530% | — | No Load | Open |
| Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | Moderately Conservative Allocation | 9.93 Bil | 3.01% | 55 | 49 | 26 | 0.120% | $3,000 | No Load | Open |
| T. Rowe Price Retirement 2055 Advisor | PAROX | Target-Date 2055 | 9.85 Bil | 1.03% | 66 | 36 | 21 | 0.890% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2055 | TRRNX | Target-Date 2055 | 9.79 Bil | 1.19% | 48 | 18 | 6 | 0.640% | $2,500 | No Load | Open |
| Strategic Advisers Small-Mid Cap | FSCFX | Small Blend | 9.43 Bil | 0.88% | 56 | 34 | 27 | 0.380% | — | No Load | Open |
| BlackRock LifePath® Index 2035 Inv A | LIJAX | Target-Date 2035 | 9.39 Bil | 1.84% | 77 | 82 | 69 | 0.390% | $1,000 | No Load | Open |
| Nuveen Lifecycle Index 2040 Premier | TLPRX | Target-Date 2040 | 8.80 Bil | 1.94% | 18 | 27 | 21 | 0.250% | — | No Load | Open |
| Nuveen Lifecycle Index 2040 I | TLZHX | Target-Date 2040 | 8.79 Bil | 1.97% | 15 | 27 | — | 0.200% | — | No Load | Open |
| JHancock Multimanager Lifestyle Gr 1 | JILGX | Moderately Aggressive Allocation | 8.74 Bil | 1.99% | 81 | 40 | 46 | 1.020% | — | No Load | Open |
| JHancock Multimanager Lifestyle Gr 5 | JHLGX | Moderately Aggressive Allocation | 8.74 Bil | 2.04% | 80 | 38 | 43 | 0.970% | — | No Load | Open |
| BlackRock LifePath® Index 2050 Inv A | LIPAX | Target-Date 2050 | 8.56 Bil | 1.63% | 37 | 39 | 40 | 0.390% | $1,000 | No Load | Open |
| Nuveen Lifecycle Index 2035 Premier | TLYPX | Target-Date 2035 | 8.40 Bil | 2.03% | 18 | 28 | 22 | 0.250% | — | No Load | Open |
| Nuveen Lifecycle Index 2035 I | TLYHX | Target-Date 2035 | 8.40 Bil | 2.06% | 17 | 27 | — | 0.200% | — | No Load | Open |
| BlackRock LifePath® Index 2045 Inv A | LIHAX | Target-Date 2045 | 8.20 Bil | 1.71% | 55 | 56 | 49 | 0.390% | $1,000 | No Load | Open |
| Nuveen Lifecycle Index 2030 Premier | TLHPX | Target-Date 2030 | 7.96 Bil | 2.15% | 19 | 27 | 15 | 0.250% | — | No Load | Open |
Target Risk Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.