Skip to Content

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 %
Multialternative
1.440
64
52
Target-Date 2020
0.650
73
Target-Date 2025
0.650
80
Target-Date 2030
0.650
86
Target-Date 2035
0.650
89
Target-Date 2040
0.650
75
Target-Date 2045
0.650
79
Target-Date 2050
0.650
78
Target-Date 2055
0.650
85
Target-Date 2060+
0.650
86
Allocation--50% to 70% Equity
1.590
80
76
84
Allocation--50% to 70% Equity
1.600
91
89
91
Large Blend
4.530
Multialternative
1.520
Tactical Allocation
1.940
2
3
Tactical Allocation
1.870
62
Tactical Allocation
1.860
71
Tactical Allocation
1.550
3
1
Nontraditional Bond
1.260
38
29
46
Nontraditional Bond
1.260
Tactical Allocation
1.360
48
47
Tactical Allocation
1.400
82
70
Intermediate Core-Plus Bond
1.220
93
86
97
World Large Stock
1.730
55
42
43
World Large Stock
1.600
74
69
70
Allocation--30% to 50% Equity
1.560
82
80
85
World Allocation
1.010
13
20
36
Target-Date Retirement
0.550
96
84
77
Options-based
0.770
99
94
Large Blend
1.590
96
92
91
Target-Date 2020
0.570
53
63
54
Target-Date 2025
0.590
62
77
58
Target-Date 2030
0.610
54
77
55
Target-Date 2035
0.640
48
78
54
Target-Date 2040
0.660
24
67
43
Target-Date 2045
0.690
15
56
20
Target-Date 2050
0.710
11
42
23
Target-Date 2055
0.710
11
40
Target-Date 2060+
0.560
9
44
Target-Date Retirement
0.570
17
9
1
Allocation--70% to 85% Equity
0.970
18
20
16
Allocation--30% to 50% Equity
0.810
20
25
22
Allocation--50% to 70% Equity
0.900
36
37
40
Allocation--85%+ Equity
1.040
16
11
13
Allocation--15% to 30% Equity
0.710
12
27
45
Allocation--30% to 50% Equity
0.450
22
9
Target-Date 2000-2010
0.370
62
37
17
Target-Date 2015
0.360
56
47
18
Target-Date 2020
0.360
28
29
3
Target-Date 2060+
0.460
1
1
Allocation--50% to 70% Equity
0.340
73
65
Allocation--15% to 30% Equity
0.490
55
73
Allocation--30% to 50% Equity
0.450
37
42
Allocation--30% to 50% Equity
0.470
25
15
Allocation--50% to 70% Equity
0.520
41
35
Allocation--70% to 85% Equity
0.550
20
15
Allocation--85%+ Equity
0.600
Short-Term Bond
0.490
13
35
World Large Stock
0.500
23
21
Large Growth
0.430
90
85
Allocation--70% to 85% Equity
0.380
11
11
Allocation--50% to 70% Equity
0.420
28
22
Short-Term Bond
0.370
12
30
Allocation--30% to 50% Equity
0.360
39
40
Allocation--50% to 70% Equity
1.420
77
70
Allocation--50% to 70% Equity
0.910
73
76
Muni National Short
0.430
10
12
Long-Short Credit
2.390
48
72
Long-Short Equity
2.210
5
Long-Short Equity
2.310
High Yield Muni
3.230
95
Allocation--50% to 70% Equity
1.800
46
85
91
Tactical Allocation
1.840
60
58
37
Multialternative
1.040
37
Intermediate Core-Plus Bond
0.690
Tactical Allocation
1.360
49
30
56
Multialternative
1.940
1
2
Tactical Allocation
1.720
46
33
Allocation--85%+ Equity
0.450
41
36
Allocation--50% to 70% Equity
0.470
56
52
Allocation--15% to 30% Equity
0.440
32
29
Allocation--70% to 85% Equity
0.460
44
39
Allocation--30% to 50% Equity
0.420
34
31
Multialternative
1.620
60
68
Diversified Emerging Mkts
1.430
29
31
39
Foreign Large Blend
0.980
18
19
30
Multisector Bond
0.680
41
55
Nontraditional Bond
1.710
Mid-Cap Growth
1.230
Allocation--15% to 30% Equity
0.320
5
22
4
Allocation--30% to 50% Equity
0.340
5
15
4
Allocation--50% to 70% Equity
0.870
28
43
31

Sponsor Center