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.
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Name
|
Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | VTTHX | Target-Date 2035 | 93.16 Bil | 2.35% | 30 | 47 | 34 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2030 Fund | VTHRX | Target-Date 2030 | 89.87 Bil | 2.48% | 27 | 36 | 21 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2040 Fund | VFORX | Target-Date 2040 | 82.52 Bil | 2.24% | 41 | 46 | 39 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2045 Fund | VTIVX | Target-Date 2045 | 80.10 Bil | 2.13% | 37 | 41 | 35 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2025 Fund | VTTVX | Target-Date 2025 | 74.62 Bil | 2.61% | 24 | 30 | 18 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2050 Fund | VFIFX | Target-Date 2050 | 67.23 Bil | 2.06% | 31 | 36 | 29 | 0.080% | $1,000 | No Load | Open |
| Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 64.97 Bil | 4.06% | 31 | 23 | — | 0.190% | — | No Load | Open |
| Strategic Advisers Large Cap | FALCX | Large Blend | 59.85 Bil | 1.12% | 19 | 12 | 15 | 0.240% | — | No Load | Open |
| American Funds 2030 Trgt Date Retire F2 | FBETX | Target-Date 2030 | 47.09 Bil | 2.12% | 13 | 9 | 3 | 0.420% | $250 | No Load | Open |
| American Funds 2030 Trgt Date Retire F1 | FAETX | Target-Date 2030 | 47.09 Bil | 1.87% | 17 | 21 | 9 | 0.690% | $250 | No Load | Open |
| American Funds 2035 Trgt Date Retire F2 | FBFTX | Target-Date 2035 | 45.15 Bil | 1.83% | 10 | 5 | 1 | 0.440% | $250 | No Load | Open |
| American Funds 2035 Trgt Date Retire F1 | FAQTX | Target-Date 2035 | 45.15 Bil | 1.60% | 17 | 11 | 9 | 0.710% | $250 | No Load | Open |
| Vanguard Target Retirement 2055 Fund | VFFVX | Target-Date 2055 | 44.64 Bil | 2.03% | 35 | 45 | 37 | 0.080% | $1,000 | No Load | Open |
| Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 43.87 Bil | 4.20% | 51 | 44 | 30 | 0.350% | — | No Load | Open |
| American Funds 2040 Trgt Date Retire F1 | FAUTX | Target-Date 2040 | 41.23 Bil | 1.35% | 25 | 12 | 9 | 0.730% | $250 | No Load | Open |
| American Funds 2040 Trgt Date Retire F2 | FBGTX | Target-Date 2040 | 41.23 Bil | 1.58% | 10 | 9 | 1 | 0.460% | $250 | No Load | Open |
| Vanguard Target Retirement 2020 Fund | VTWNX | Target-Date 2020 | 36.93 Bil | 2.77% | 44 | 42 | 29 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement Income Fund | VTINX | Target-Date Retirement | 35.14 Bil | 3.02% | 44 | 48 | 31 | 0.080% | $1,000 | No Load | Open |
| American Funds 2045 Trgt Date Retire F1 | FATTX | Target-Date 2045 | 34.37 Bil | 1.25% | 44 | 28 | 12 | 0.730% | $250 | No Load | Open |
| American Funds 2045 Trgt Date Retire F2 | FBHTX | Target-Date 2045 | 34.37 Bil | 1.48% | 20 | 14 | 1 | 0.460% | $250 | No Load | Open |
| American Funds 2025 Trgt Date Retire F1 | FAPTX | Target-Date 2025 | 33.01 Bil | 2.25% | 17 | 26 | 22 | 0.680% | $250 | No Load | Open |
| American Funds 2025 Trgt Date Retire F2 | FBDTX | Target-Date 2025 | 33.01 Bil | 2.51% | 8 | 11 | 7 | 0.410% | $250 | No Load | Open |
| Strategic Advisers Fidelity Intl | FUSIX | Foreign Large Blend | 32.96 Bil | 2.37% | 32 | 17 | 13 | 0.380% | — | No Load | Open |
| Fidelity Freedom 2030 | FFFEX | Target-Date 2030 | 32.04 Bil | 1.90% | 66 | 19 | 7 | 0.660% | — | No Load | Open |
| American Funds 2050 Trgt Date Retire F1 | FAITX | Target-Date 2050 | 30.80 Bil | 1.16% | 57 | 33 | 9 | 0.740% | $250 | No Load | Open |
| American Funds 2050 Trgt Date Retire F2 | FBITX | Target-Date 2050 | 30.80 Bil | 1.39% | 34 | 13 | 1 | 0.470% | $250 | No Load | Open |
| T. Rowe Price Retirement 2030 | TRRCX | Target-Date 2030 | 29.67 Bil | 1.78% | 18 | 1 | 2 | 0.570% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2030 Advisor | PARCX | Target-Date 2030 | 29.50 Bil | 1.59% | 32 | 5 | 4 | 0.820% | $2,500 | No Load | Open |
| Fidelity Freedom 2040 | FFFFX | Target-Date 2040 | 27.71 Bil | 1.21% | 31 | 5 | 8 | 0.740% | — | No Load | Open |
| Fidelity Freedom 2035 | FFTHX | Target-Date 2035 | 27.13 Bil | 1.57% | 53 | 9 | 9 | 0.700% | — | No Load | Open |
| Vanguard Target Retirement 2060 Fund | VTTSX | Target-Date 2060 | 24.88 Bil | 1.99% | 39 | 50 | 1 | 0.080% | $1,000 | No Load | Open |
| T. Rowe Price Retirement 2040 | TRRDX | Target-Date 2040 | 23.44 Bil | 1.34% | 46 | 14 | 11 | 0.600% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2040 Advisor | PARDX | Target-Date 2040 | 23.44 Bil | 1.17% | 59 | 23 | 19 | 0.850% | $2,500 | No Load | Open |
| Vanguard STAR Inv | VGSTX | Moderate Allocation | 22.65 Bil | 2.05% | 80 | 28 | 25 | 0.310% | $1,000 | No Load | Open |
| T. Rowe Price Retirement 2035 | TRRJX | Target-Date 2035 | 22.16 Bil | 1.52% | 23 | 10 | 11 | 0.590% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2035 Advisor | PARKX | Target-Date 2035 | 22.16 Bil | 1.32% | 39 | 15 | 12 | 0.840% | $2,500 | No Load | Open |
| Fidelity Freedom 2025 | FFTWX | Target-Date 2025 | 21.85 Bil | 2.09% | 69 | 25 | 14 | 0.610% | — | No Load | Open |
| American Funds 2055 Trgt Date Retire F2 | FBJTX | Target-Date 2055 | 21.40 Bil | 1.30% | 42 | 21 | 1 | 0.470% | $250 | No Load | Open |
| American Funds 2055 Trgt Date Retire F1 | FAJTX | Target-Date 2055 | 21.40 Bil | 1.08% | 59 | 39 | 9 | 0.740% | $250 | No Load | Open |
| Vanguard LifeStrategy Growth Inv | VASGX | Moderately Aggressive Allocation | 20.47 Bil | 2.19% | 43 | 30 | 27 | 0.140% | $3,000 | No Load | Open |
| Fidelity Freedom Index 2040 Investor | FBIFX | Target-Date 2040 | 20.39 Bil | 1.92% | 35 | 19 | 17 | 0.120% | — | No Load | Open |
| Vanguard LifeStrategy Mod Gr Inv Shrs | VSMGX | Moderate Allocation | 20.31 Bil | 2.48% | 66 | 65 | 51 | 0.130% | $3,000 | No Load | Open |
| Fidelity Freedom Index 2030 Investor | FXIFX | Target-Date 2030 | 20.16 Bil | 2.22% | 63 | 57 | 31 | 0.120% | — | No Load | Open |
| Fidelity Freedom Index 2035 Investor | FIHFX | Target-Date 2035 | 20.13 Bil | 2.11% | 51 | 29 | 18 | 0.120% | — | No Load | Open |
| T. Rowe Price Retirement 2025 Advisor | PARJX | Target-Date 2025 | 19.77 Bil | 1.88% | 19 | 3 | 5 | 0.790% | $2,500 | No Load | Open |
| Strategic Advisers International | FILFX | Foreign Large Blend | 19.70 Bil | 2.44% | 47 | 18 | 18 | 0.480% | — | No Load | Open |
| Fidelity Freedom 2045 | FFFGX | Target-Date 2045 | 19.70 Bil | 1.15% | 39 | 8 | 11 | 0.750% | — | No Load | Open |
| T. Rowe Price Retirement 2025 | TRRHX | Target-Date 2025 | 19.67 Bil | 2.10% | 9 | 1 | 1 | 0.540% | $2,500 | No Load | Open |
| American Funds Growth Portfolio F2 | GWPEX | Aggressive Allocation | 18.35 Bil | 0.84% | 34 | 4 | 1 | 0.490% | $250 | No Load | Open |
| American Funds Growth Portfolio 529F1 | CGPFX | Aggressive Allocation | 18.35 Bil | — | 35 | 5 | 1 | 0.820% | $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.