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Target Risk ETFs

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

Name
Ticker
Premium
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
9.52
0.280
63
68
81
Passive
2.450
20
47
40
Passive
6.92
0.600
93
Passive
1.13
1.130
Active
0.690
Active
0.680
Active
0.690
Active
0.670
Active
0.680
Active
0.480
50
Active
0.620
75
79
Active
0.820
Active
8.08
1.050
Active
0.750
89
Passive
9.07
0.500
3
Passive
4.75
0.970
7
17
26
Active
7.42
1.070
78
97
Passive
0.670
93
82
99
Passive
0.420
99
97
100
Passive
6.70
0.150
52
12
Passive
0.790
52
Active
4.84
0.800
16
80
Active
4.45
1.650
Active
1.360
Passive

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