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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 %
Target-Date 2020
0.650
81
Target-Date 2025
0.650
84
Target-Date 2030
0.650
93
Target-Date 2035
0.650
98
Target-Date 2040
0.650
94
Target-Date 2045
0.650
97
Target-Date 2050
0.650
96
Target-Date 2055
0.660
99
Target-Date 2060
0.660
95
Allocation--50% to 70% Equity
1.520
85
82
85
Allocation--50% to 70% Equity
1.540
88
82
91
Large Blend
4.530
Multistrategy
1.440
Tactical Allocation
1.920
5
4
Tactical Allocation
1.820
75
65
Tactical Allocation
1.820
84
83
Tactical Allocation
1.550
6
2
High Yield Bond
1.520
58
84
Nontraditional Bond
1.260
Nontraditional Bond
1.260
64
57
54
Tactical Allocation
1.360
32
32
Tactical Allocation
1.400
83
73
Intermediate Core-Plus Bond
1.220
88
72
92
World Large-Stock Blend
1.730
39
26
40
World Large-Stock Blend
1.600
61
54
67
Allocation--30% to 50% Equity
1.560
86
69
79
Large Blend
1.520
99
96
92
Target-Date 2025
0.570
72
84
61
Target-Date 2030
0.590
74
85
61
Target-Date 2035
0.620
83
93
60
Target-Date 2040
0.640
74
91
58
Target-Date 2045
0.670
65
88
35
Target-Date 2050
0.690
49
64
26
Target-Date 2055
0.690
41
59
15
Target-Date 2060
0.540
29
61
Target-Date 2065+
0.540
Target-Date Retirement
0.550
9
6
1
Allocation--70% to 85% Equity
0.940
16
19
22
Allocation--30% to 50% Equity
0.810
25
26
19
Allocation--50% to 70% Equity
0.890
38
38
44
Allocation--85%+ Equity
1.050
17
9
14
Allocation--15% to 30% Equity
0.710
12
33
41
Allocation--30% to 50% Equity
0.430
17
11
Target-Date 2000-2010
0.350
33
39
5
Target-Date 2015
0.350
32
51
2
Target-Date 2020
0.360
38
58
3
Target-Date 2025
0.380
20
29
2
Target-Date 2030
0.400
15
13
1
Target-Date 2060
0.450
1
1
Target-Date 2065+
0.400
Allocation--30% to 50% Equity
0.330
32
21
Short-Term Bond
0.690
8
10
Allocation--15% to 30% Equity
0.670
74
83
Allocation--30% to 50% Equity
0.690
55
43
Allocation--50% to 70% Equity
0.740
74
65
Allocation--50% to 70% Equity
0.760
44
17
Allocation--70% to 85% Equity
0.820
37
Short-Term Bond
0.690
25
63
World Large-Stock Growth
0.510
22
20
Large Growth
0.420
89
84
Allocation--70% to 85% Equity
0.390
13
17
Allocation--50% to 70% Equity
0.380
35
31
Short-Term Bond
0.350
23
53
Allocation--30% to 50% Equity
0.350
46
66
Allocation--50% to 70% Equity
1.430
81
84
Allocation--50% to 70% Equity
0.960
83
89
Muni National Short
0.430
15
16
Relative Value Arbitrage
2.520
77
98
Long-Short Equity
2.240
19
Long-Short Equity
2.360
High Yield Muni
3.700
75
Tactical Allocation
2.000
33
56
50
Tactical Allocation
1.820
71
57
48
Multistrategy
1.040
49
32
Intermediate Core-Plus Bond
0.690
81
Tactical Allocation
1.360
70
50
58
Macro Trading
1.930
7
9
Tactical Allocation
1.700
30
24
Allocation--85%+ Equity
0.410
45
41
Allocation--50% to 70% Equity
0.430
64
54
Allocation--15% to 30% Equity
0.390
44
36
Allocation--70% to 85% Equity
0.410
51
38
Allocation--30% to 50% Equity
0.380
36
28
Multistrategy
1.630
46
70
Diversified Emerging Mkts
1.480
26
31
43
Foreign Large Blend
0.990
44
44
48
Multisector Bond
0.660
52
52
Nontraditional Bond
1.780
Allocation--85%+ Equity
1.110
1
Allocation--15% to 30% Equity
0.350
7
21
10
Allocation--30% to 50% Equity
0.340
9
12
5
Allocation--50% to 70% Equity
0.870
30
44
42
Allocation--70% to 85% Equity
0.340
7
13
9
Target-Date 2025
0.250
Target-Date 2030
0.250

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