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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 %
World Large Stock
0.650
76
Multialternative
1.440
70
Target-Date 2020
0.650
77
Target-Date 2025
0.650
78
Target-Date 2030
0.650
84
Target-Date 2035
0.650
90
Target-Date 2040
0.650
71
Target-Date 2045
0.650
73
Target-Date 2050
0.650
74
Target-Date 2055
0.650
81
Target-Date 2060+
0.650
83
Allocation--50% to 70% Equity
1.590
79
78
86
Allocation--50% to 70% Equity
1.600
93
90
92
Large Blend
3.750
Tactical Allocation
1.940
2
1
Multialternative
1.390
54
59
10
World Allocation
0.690
69
63
70
World Allocation
0.960
47
64
58
Tactical Allocation
1.870
56
Tactical Allocation
1.860
70
Intermediate Core-Plus Bond
1.190
93
94
97
World Large Stock
1.770
57
47
44
World Large Stock
1.550
71
72
70
Allocation--30% to 50% Equity
1.570
82
81
80
World Allocation
1.010
10
18
36
Target-Date Retirement
0.550
98
90
84
Target-Date 2020
0.550
62
42
87
Target-Date 2025
0.550
86
52
Target-Date 2030
0.550
76
53
92
Target-Date 2035
0.550
58
35
Target-Date 2040
0.550
57
37
89
Target-Date 2045
0.550
61
41
Target-Date 2050
0.550
62
44
86
Target-Date 2055
0.540
66
52
Options-based
0.770
99
97
Target-Date 2020
0.570
57
66
54
Target-Date 2025
0.590
59
68
63
Target-Date 2030
0.610
53
68
60
Target-Date 2035
0.640
44
64
58
Target-Date 2040
0.660
29
55
35
Target-Date 2045
0.690
15
41
24
Target-Date 2050
0.710
12
32
26
Target-Date 2055
0.710
12
32
Target-Date 2060+
0.560
14
Target-Date Retirement
0.570
26
17
1
Allocation--70% to 85% Equity
0.970
20
23
20
Allocation--30% to 50% Equity
0.810
27
24
21
Allocation--50% to 70% Equity
0.900
38
41
41
Allocation--85%+ Equity
1.040
17
19
13
Allocation--15% to 30% Equity
0.710
23
26
49
Allocation--30% to 50% Equity
0.450
16
4
Target-Date 2000-2010
0.370
50
12
13
Target-Date 2015
0.360
51
16
13
Target-Date 2060+
0.460
3
1
Allocation--50% to 70% Equity
0.340
68
55
Allocation--15% to 30% Equity
0.460
36
48
Allocation--30% to 50% Equity
0.440
23
22
Allocation--30% to 50% Equity
0.470
13
7
Allocation--50% to 70% Equity
0.520
28
28
Allocation--70% to 85% Equity
0.540
13
14
Allocation--85%+ Equity
0.570
Short-Term Bond
0.470
12
21
World Large Stock
0.500
24
22
Large Growth
0.430
88
84
Allocation--70% to 85% Equity
0.380
8
9
Allocation--50% to 70% Equity
0.420
25
19
Short-Term Bond
0.370
9
17
Allocation--30% to 50% Equity
0.360
30
Allocation--50% to 70% Equity
1.420
75
Allocation--50% to 70% Equity
0.910
68
Muni National Short
0.430
7
8
Long-Short Credit
2.390
43
Long-Short Equity
2.210
4
Long-Short Equity
2.310
Muni National Long
3.230
97
Allocation--50% to 70% Equity
1.800
59
88
93
Tactical Allocation
1.840
60
69
42
Nontraditional Bond
3.570
85
82
Multialternative
1.040
32
Intermediate Core-Plus Bond
0.690
Tactical Allocation
1.360
37
29
57
Multialternative
1.940
1
1
Tactical Allocation
1.720
32
40
Allocation--85%+ Equity
0.450
36
37
Allocation--50% to 70% Equity
0.470
53
57
Allocation--15% to 30% Equity
0.440
27
35
Allocation--70% to 85% Equity
0.460
44
45
Allocation--30% to 50% Equity
0.420
32
33
Multialternative
1.620
64
69
Diversified Emerging Mkts
1.380
47
39
42
Foreign Large Blend
0.980
16
17
46

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