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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
5.07
0.280
31
69
82
Passive
2.450
19
47
58
Passive
0.99
0.490
Passive
1.88
0.600
73
Passive
8.35
1.130
Active
0.690
84
Active
0.690
63
Active
0.690
60
Active
0.690
92
Active
0.690
93
Active
0.440
28
67
Active
0.610
80
70
Active
0.390
Active
1.490
Active
0.660
Active
0.820
Active
1.150
Active
4.32
0.500
1
Passive
4.11
0.970
18
18
16
Active
0.670
96
87
96
Passive
0.380
97
96
98
Passive
5.50
0.150
78
13
Passive
5.68
0.990
Active
0.790
69
Active

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