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 Fund | VTTHX | Target-Date 2035 | 93.42 Bil | 2.41% | 41 | 47 | 32 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2030 Fund | VTHRX | Target-Date 2030 | 90.61 Bil | 2.54% | 32 | 35 | 23 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2040 Fund | VFORX | Target-Date 2040 | 82.64 Bil | 2.31% | 52 | 49 | 36 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2045 Fund | VTIVX | Target-Date 2045 | 79.93 Bil | 2.20% | 47 | 43 | 33 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2025 Fund | VTTVX | Target-Date 2025 | 76.46 Bil | 2.67% | 25 | 29 | 13 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2050 Fund | VFIFX | Target-Date 2050 | 66.80 Bil | 2.13% | 37 | 38 | 28 | 0.080% | $1,000 | No Load | Open |
Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 66.70 Bil | 3.92% | 27 | 20 | — | 0.190% | — | No Load | Open |
Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 46.22 Bil | 4.04% | 49 | 43 | 31 | 0.310% | — | No Load | Open |
American Funds 2030 Trgt Date Retire F2 | FBETX | Target-Date 2030 | 46.14 Bil | 2.16% | 7 | 5 | 6 | 0.420% | $250 | No Load | Open |
American Funds 2030 Trgt Date Retire F1 | FAETX | Target-Date 2030 | 46.14 Bil | 1.91% | 14 | 14 | 8 | 0.690% | $250 | No Load | Open |
Vanguard Target Retirement 2055 Fund | VFFVX | Target-Date 2055 | 44.13 Bil | 2.10% | 41 | 46 | 31 | 0.080% | $1,000 | No Load | Open |
American Funds 2035 Trgt Date Retire F2 | FBFTX | Target-Date 2035 | 43.72 Bil | 1.87% | 10 | 1 | 1 | 0.440% | $250 | No Load | Open |
American Funds 2035 Trgt Date Retire F1 | FAQTX | Target-Date 2035 | 43.72 Bil | 1.64% | 15 | 9 | 6 | 0.710% | $250 | No Load | Open |
American Funds 2040 Trgt Date Retire F1 | FAUTX | Target-Date 2040 | 39.84 Bil | 1.38% | 13 | 10 | 2 | 0.730% | $250 | No Load | Open |
American Funds 2040 Trgt Date Retire F2 | FBGTX | Target-Date 2040 | 39.84 Bil | 1.62% | 9 | 5 | 1 | 0.460% | $250 | No Load | Open |
Vanguard Target Retirement 2020 Fund | VTWNX | Target-Date 2020 | 38.21 Bil | 2.82% | 50 | 40 | 27 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement Income Fund | VTINX | Target-Date Retirement | 35.99 Bil | 2.93% | 46 | 45 | 29 | 0.080% | $1,000 | No Load | Open |
Fidelity Freedom 2030 | FFFEX | Target-Date 2030 | 33.29 Bil | 1.79% | 66 | 24 | 13 | 0.660% | — | No Load | Open |
American Funds 2045 Trgt Date Retire F1 | FATTX | Target-Date 2045 | 33.14 Bil | 1.28% | 27 | 20 | 3 | 0.730% | $250 | No Load | Open |
American Funds 2045 Trgt Date Retire F2 | FBHTX | Target-Date 2045 | 33.14 Bil | 1.52% | 15 | 7 | 1 | 0.460% | $250 | No Load | Open |
American Funds 2025 Trgt Date Retire F1 | FAPTX | Target-Date 2025 | 32.96 Bil | 2.29% | 8 | 23 | 20 | 0.680% | $250 | No Load | Open |
American Funds 2025 Trgt Date Retire F2 | FBDTX | Target-Date 2025 | 32.96 Bil | 2.55% | 6 | 6 | 6 | 0.410% | $250 | No Load | Open |
Strategic Advisers Fidelity Intl | FUSIX | Foreign Large Blend | 31.14 Bil | 2.35% | 37 | 13 | 12 | 0.540% | — | No Load | Open |
American Funds 2050 Trgt Date Retire F1 | FAITX | Target-Date 2050 | 29.60 Bil | 1.19% | 42 | 22 | 3 | 0.740% | $250 | No Load | Open |
American Funds 2050 Trgt Date Retire F2 | FBITX | Target-Date 2050 | 29.60 Bil | 1.43% | 30 | 3 | 1 | 0.470% | $250 | No Load | Open |
T. Rowe Price Retirement 2030 Advisor | PARCX | Target-Date 2030 | 29.39 Bil | 1.64% | 36 | 8 | 7 | 0.820% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2030 | TRRCX | Target-Date 2030 | 29.39 Bil | 1.83% | 24 | 1 | 6 | 0.570% | $2,500 | No Load | Open |
Fidelity Freedom 2040 | FFFFX | Target-Date 2040 | 28.22 Bil | 1.26% | 29 | 5 | 6 | 0.740% | — | No Load | Open |
Fidelity Freedom 2035 | FFTHX | Target-Date 2035 | 27.81 Bil | 1.55% | 50 | 11 | 9 | 0.700% | — | No Load | Open |
Vanguard Target Retirement 2060 Fund | VTTSX | Target-Date 2060 | 24.33 Bil | 2.06% | 47 | 49 | 1 | 0.080% | $1,000 | No Load | Open |
Vanguard STAR Inv | VGSTX | Moderate Allocation | 23.22 Bil | 2.10% | 84 | 30 | 26 | 0.310% | $1,000 | No Load | Open |
Fidelity Freedom 2025 | FFTWX | Target-Date 2025 | 22.99 Bil | 2.01% | 69 | 29 | 19 | 0.610% | — | No Load | Open |
T. Rowe Price Retirement 2035 | TRRJX | Target-Date 2035 | 21.74 Bil | 1.57% | 33 | 10 | 10 | 0.590% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2035 Advisor | PARKX | Target-Date 2035 | 21.74 Bil | 1.36% | 53 | 17 | 18 | 0.840% | $2,500 | No Load | Open |
Vanguard LifeStrategy Growth Inv | VASGX | Moderately Aggressive Allocation | 20.69 Bil | 2.25% | 47 | 31 | 25 | 0.140% | $3,000 | No Load | Open |
Vanguard LifeStrategy Mod Gr Inv Shrs | VSMGX | Moderate Allocation | 20.63 Bil | 2.54% | 68 | 62 | 49 | 0.130% | $3,000 | No Load | Open |
Fidelity Freedom Index 2030 Investor | FXIFX | Target-Date 2030 | 20.45 Bil | 2.22% | 66 | 54 | 30 | 0.120% | — | No Load | Open |
American Funds 2055 Trgt Date Retire F2 | FBJTX | Target-Date 2055 | 20.41 Bil | 1.34% | 35 | 9 | 1 | 0.470% | $250 | No Load | Open |
American Funds 2055 Trgt Date Retire F1 | FAJTX | Target-Date 2055 | 20.41 Bil | 1.11% | 51 | 29 | 7 | 0.740% | $250 | No Load | Open |
Fidelity Freedom Index 2040 Investor | FBIFX | Target-Date 2040 | 20.36 Bil | 1.90% | 35 | 21 | 17 | 0.120% | — | No Load | Open |
Fidelity Freedom Index 2035 Investor | FIHFX | Target-Date 2035 | 20.17 Bil | 2.04% | 52 | 29 | 17 | 0.120% | — | No Load | Open |
Fidelity Freedom 2045 | FFFGX | Target-Date 2045 | 19.97 Bil | 1.20% | 43 | 8 | 9 | 0.750% | — | No Load | Open |
T. Rowe Price Retirement 2025 Advisor | PARJX | Target-Date 2025 | 19.92 Bil | 1.92% | 22 | 3 | 5 | 0.790% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2025 | TRRHX | Target-Date 2025 | 19.92 Bil | 2.15% | 12 | 1 | 1 | 0.540% | $2,500 | No Load | Open |
Strategic Advisers International | FILFX | Foreign Large Blend | 19.37 Bil | 2.39% | 50 | 17 | 17 | 0.500% | — | No Load | Open |
Fidelity Freedom 2050 | FFFHX | Target-Date 2050 | 18.01 Bil | 1.21% | 53 | 11 | 17 | 0.750% | — | No Load | Open |
American Funds Growth Portfolio 529-F-2 | FGPGX | Aggressive Allocation | 17.82 Bil | 0.86% | 34 | — | — | 0.520% | $250 | No Load | Open |
American Funds Growth Portfolio F2 | GWPEX | Aggressive Allocation | 17.82 Bil | 0.86% | 30 | 4 | 1 | 0.490% | $250 | No Load | Open |
American Funds Growth Portfolio F1 | GWPFX | Aggressive Allocation | 17.82 Bil | 0.64% | 39 | 6 | 2 | 0.760% | $250 | No Load | Open |
American Funds Growth Portfolio 529F1 | CGPFX | Aggressive Allocation | 17.82 Bil | 0.78% | 37 | 5 | 1 | 0.820% | $250 | No Load | Open |
Target Risk Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.