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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.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Vanguard Target Retirement 2035 FundVTTHXTarget-Date 203593.42 Bil2.41%4147320.080%$1,000No LoadOpen
Vanguard Target Retirement 2030 FundVTHRXTarget-Date 203090.61 Bil2.54%3235230.080%$1,000No LoadOpen
Vanguard Target Retirement 2040 FundVFORXTarget-Date 204082.64 Bil2.31%5249360.080%$1,000No LoadOpen
Vanguard Target Retirement 2045 FundVTIVXTarget-Date 204579.93 Bil2.20%4743330.080%$1,000No LoadOpen
Vanguard Target Retirement 2025 FundVTTVXTarget-Date 202576.46 Bil2.67%2529130.080%$1,000No LoadOpen
Vanguard Target Retirement 2050 FundVFIFXTarget-Date 205066.80 Bil2.13%3738280.080%$1,000No LoadOpen
Strategic Advisers Fidelity Core IncFIWGXIntermediate Core-Plus Bond66.70 Bil3.92%27200.190%No LoadOpen
Strategic Advisers Core IncomeFPCIXIntermediate Core-Plus Bond46.22 Bil4.04%4943310.310%No LoadOpen
American Funds 2030 Trgt Date Retire F2FBETXTarget-Date 203046.14 Bil2.16%7560.420%$250No LoadOpen
American Funds 2030 Trgt Date Retire F1FAETXTarget-Date 203046.14 Bil1.91%141480.690%$250No LoadOpen
Vanguard Target Retirement 2055 FundVFFVXTarget-Date 205544.13 Bil2.10%4146310.080%$1,000No LoadOpen
American Funds 2035 Trgt Date Retire F2FBFTXTarget-Date 203543.72 Bil1.87%10110.440%$250No LoadOpen
American Funds 2035 Trgt Date Retire F1FAQTXTarget-Date 203543.72 Bil1.64%15960.710%$250No LoadOpen
American Funds 2040 Trgt Date Retire F1FAUTXTarget-Date 204039.84 Bil1.38%131020.730%$250No LoadOpen
American Funds 2040 Trgt Date Retire F2FBGTXTarget-Date 204039.84 Bil1.62%9510.460%$250No LoadOpen
Vanguard Target Retirement 2020 FundVTWNXTarget-Date 202038.21 Bil2.82%5040270.080%$1,000No LoadOpen
Vanguard Target Retirement Income FundVTINXTarget-Date Retirement35.99 Bil2.93%4645290.080%$1,000No LoadOpen
Fidelity Freedom 2030FFFEXTarget-Date 203033.29 Bil1.79%6624130.660%No LoadOpen
American Funds 2045 Trgt Date Retire F1FATTXTarget-Date 204533.14 Bil1.28%272030.730%$250No LoadOpen
American Funds 2045 Trgt Date Retire F2FBHTXTarget-Date 204533.14 Bil1.52%15710.460%$250No LoadOpen
American Funds 2025 Trgt Date Retire F1FAPTXTarget-Date 202532.96 Bil2.29%823200.680%$250No LoadOpen
American Funds 2025 Trgt Date Retire F2FBDTXTarget-Date 202532.96 Bil2.55%6660.410%$250No LoadOpen
Strategic Advisers Fidelity IntlFUSIXForeign Large Blend31.14 Bil2.35%3713120.540%No LoadOpen
American Funds 2050 Trgt Date Retire F1FAITXTarget-Date 205029.60 Bil1.19%422230.740%$250No LoadOpen
American Funds 2050 Trgt Date Retire F2FBITXTarget-Date 205029.60 Bil1.43%30310.470%$250No LoadOpen
T. Rowe Price Retirement 2030 AdvisorPARCXTarget-Date 203029.39 Bil1.64%36870.820%$2,500No LoadOpen
T. Rowe Price Retirement 2030TRRCXTarget-Date 203029.39 Bil1.83%24160.570%$2,500No LoadOpen
Fidelity Freedom 2040FFFFXTarget-Date 204028.22 Bil1.26%29560.740%No LoadOpen
Fidelity Freedom 2035FFTHXTarget-Date 203527.81 Bil1.55%501190.700%No LoadOpen
Vanguard Target Retirement 2060 FundVTTSXTarget-Date 206024.33 Bil2.06%474910.080%$1,000No LoadOpen
Vanguard STAR InvVGSTXModerate Allocation23.22 Bil2.10%8430260.310%$1,000No LoadOpen
Fidelity Freedom 2025FFTWXTarget-Date 202522.99 Bil2.01%6929190.610%No LoadOpen
T. Rowe Price Retirement 2035TRRJXTarget-Date 203521.74 Bil1.57%3310100.590%$2,500No LoadOpen
T. Rowe Price Retirement 2035 AdvisorPARKXTarget-Date 203521.74 Bil1.36%5317180.840%$2,500No LoadOpen
Vanguard LifeStrategy Growth InvVASGXModerately Aggressive Allocation20.69 Bil2.25%4731250.140%$3,000No LoadOpen
Vanguard LifeStrategy Mod Gr Inv ShrsVSMGXModerate Allocation20.63 Bil2.54%6862490.130%$3,000No LoadOpen
Fidelity Freedom Index 2030 InvestorFXIFXTarget-Date 203020.45 Bil2.22%6654300.120%No LoadOpen
American Funds 2055 Trgt Date Retire F2FBJTXTarget-Date 205520.41 Bil1.34%35910.470%$250No LoadOpen
American Funds 2055 Trgt Date Retire F1FAJTXTarget-Date 205520.41 Bil1.11%512970.740%$250No LoadOpen
Fidelity Freedom Index 2040 InvestorFBIFXTarget-Date 204020.36 Bil1.90%3521170.120%No LoadOpen
Fidelity Freedom Index 2035 InvestorFIHFXTarget-Date 203520.17 Bil2.04%5229170.120%No LoadOpen
Fidelity Freedom 2045FFFGXTarget-Date 204519.97 Bil1.20%43890.750%No LoadOpen
T. Rowe Price Retirement 2025 AdvisorPARJXTarget-Date 202519.92 Bil1.92%22350.790%$2,500No LoadOpen
T. Rowe Price Retirement 2025TRRHXTarget-Date 202519.92 Bil2.15%12110.540%$2,500No LoadOpen
Strategic Advisers InternationalFILFXForeign Large Blend19.37 Bil2.39%5017170.500%No LoadOpen
Fidelity Freedom 2050FFFHXTarget-Date 205018.01 Bil1.21%5311170.750%No LoadOpen
American Funds Growth Portfolio 529-F-2FGPGXAggressive Allocation17.82 Bil0.86%340.520%$250No LoadOpen
American Funds Growth Portfolio F2GWPEXAggressive Allocation17.82 Bil0.86%30410.490%$250No LoadOpen
American Funds Growth Portfolio F1GWPFXAggressive Allocation17.82 Bil0.64%39620.760%$250No LoadOpen
American Funds Growth Portfolio 529F1CGPFXAggressive Allocation17.82 Bil0.78%37510.820%$250No LoadOpen

Target Risk Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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