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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 %
Multialternative
1.440
54
43
Target-Date 2020
0.650
80
Target-Date 2025
0.650
85
Target-Date 2030
0.650
88
Target-Date 2035
0.650
94
Target-Date 2040
0.650
87
Target-Date 2045
0.650
91
Target-Date 2050
0.650
89
Target-Date 2055
0.650
93
Target-Date 2060+
0.650
91
Allocation--50% to 70% Equity
1.590
84
80
84
Allocation--50% to 70% Equity
1.600
91
85
91
Large Blend
4.530
Multialternative
1.520
Tactical Allocation
1.920
2
2
Tactical Allocation
1.870
66
82
Tactical Allocation
1.860
74
91
Tactical Allocation
1.550
4
3
High Yield Bond
1.520
62
82
Nontraditional Bond
1.260
56
39
53
Nontraditional Bond
1.260
Tactical Allocation
1.360
43
37
Tactical Allocation
1.400
83
80
Intermediate Core-Plus Bond
1.220
92
84
97
World Large Stock
1.730
44
30
38
World Large Stock
1.600
62
59
69
Allocation--30% to 50% Equity
1.560
87
76
84
World Allocation
1.010
23
26
50
Large Blend
1.520
99
95
92
Target-Date 2025
0.570
68
82
59
Target-Date 2030
0.590
62
82
61
Target-Date 2035
0.620
62
87
59
Target-Date 2040
0.640
49
80
50
Target-Date 2045
0.670
36
69
23
Target-Date 2050
0.690
26
50
26
Target-Date 2055
0.690
24
47
Target-Date 2060+
0.540
15
42
Target-Date 2060+
0.540
Target-Date Retirement
0.550
10
11
1
Allocation--70% to 85% Equity
0.940
15
17
16
Allocation--30% to 50% Equity
0.810
20
24
21
Allocation--50% to 70% Equity
0.890
30
33
37
Allocation--85%+ Equity
1.050
13
7
9
Allocation--15% to 30% Equity
0.710
23
35
46
Allocation--30% to 50% Equity
0.430
30
14
Target-Date 2000-2010
0.350
66
46
8
Target-Date 2015
0.350
69
44
8
Target-Date 2020
0.360
51
55
5
Target-Date 2025
0.380
19
30
1
Target-Date 2030
0.400
12
15
1
Target-Date 2060+
0.450
1
1
Target-Date 2060+
0.480
Allocation--30% to 50% Equity
0.330
55
19
Allocation--30% to 50% Equity
0.690
83
96
Allocation--30% to 50% Equity
0.670
62
73
Allocation--30% to 50% Equity
0.690
50
35
Allocation--50% to 70% Equity
0.740
54
49
Allocation--50% to 70% Equity
0.760
28
14
Allocation--70% to 85% Equity
0.820
Short-Term Bond
0.690
17
38
World Large Stock
0.510
21
18
Large Growth
0.420
87
82
Allocation--70% to 85% Equity
0.390
16
13
Allocation--50% to 70% Equity
0.380
30
26
Short-Term Bond
0.350
15
34
Allocation--30% to 50% Equity
0.350
48
56
Allocation--50% to 70% Equity
1.430
82
80
Allocation--50% to 70% Equity
0.960
80
84
Muni National Short
0.430
11
14
Long-Short Credit
2.520
61
85
Long-Short Equity
2.240
8
Long-Short Equity
2.360
High Yield Muni
3.700
74
Tactical Allocation
2.000
27
60
46
Tactical Allocation
1.820
57
59
42
Multialternative
1.040
40
31
Intermediate Core-Plus Bond
0.690
Tactical Allocation
1.360
53
41
58
Multialternative
1.930
3
6
Tactical Allocation
1.700
33
28
Allocation--85%+ Equity
0.410
51
41
Allocation--50% to 70% Equity
0.430
55
53
Allocation--15% to 30% Equity
0.390
32
33
Allocation--70% to 85% Equity
0.410
47
44
Allocation--30% to 50% Equity
0.380
32
27
Multialternative
1.620
59
70
Diversified Emerging Mkts
1.430
34
31
39
Foreign Large Blend
0.980
28
35
47
Multisector Bond
0.680
52
59
Nontraditional Bond
1.710
Allocation--85%+ Equity
1.230
1
Allocation--15% to 30% Equity
0.320
10
27
10
Allocation--30% to 50% Equity
0.340
6
11
5
Allocation--50% to 70% Equity
0.870
26
41
34
Allocation--70% to 85% Equity
0.360
9
14
7

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