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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
85
Target-Date 2025
0.650
87
Target-Date 2030
0.650
95
Target-Date 2035
0.650
98
Target-Date 2040
0.650
95
Target-Date 2045
0.650
98
Target-Date 2050
0.650
99
Target-Date 2055
0.660
100
Target-Date 2060
0.660
97
Large Blend
4.530
Multistrategy
1.440
Tactical Allocation
1.920
11
6
Tactical Allocation
1.820
72
67
Tactical Allocation
1.820
84
80
High Yield Bond
1.520
57
61
Nontraditional Bond
1.260
77
70
64
Nontraditional Bond
1.260
Tactical Allocation
1.360
54
32
Tactical Allocation
1.400
87
63
Intermediate Core-Plus Bond
1.220
90
78
92
World Large-Stock Blend
1.730
27
14
30
World Large-Stock Blend
1.600
57
61
70
Allocation--30% to 50% Equity
1.560
87
74
78
Large Blend
1.520
98
97
91
Target-Date 2025
0.570
74
84
63
Target-Date 2030
0.590
78
89
63
Target-Date 2035
0.620
88
94
70
Target-Date 2040
0.640
84
91
68
Target-Date 2045
0.670
78
91
47
Target-Date 2050
0.690
60
66
36
Target-Date 2055
0.690
51
65
32
Target-Date 2060
0.540
40
66
Target-Date 2065+
0.540
Target-Date 2015
0.230
Target-Date 2020
0.230
Target-Date 2025
0.830
Target-Date 2030
0.230
Target-Date 2035
0.230
Target-Date 2040
0.230
Target-Date 2045
0.230
Target-Date 2050
0.230
Target-Date 2055
0.230
Target-Date 2060
0.230
Target-Date Retirement
0.550
10
6
1
Allocation--70% to 85% Equity
0.940
18
21
20
Allocation--30% to 50% Equity
0.810
27
25
20
Allocation--50% to 70% Equity
0.890
36
36
44
Allocation--85%+ Equity
1.050
14
14
12
Allocation--15% to 30% Equity
0.710
16
34
41
Allocation--30% to 50% Equity
0.430
23
11
Target-Date 2000-2010
0.350
47
61
6
Target-Date 2015
0.350
44
59
8
Target-Date 2020
0.360
53
57
3
Target-Date 2025
0.380
35
34
1
Target-Date 2030
0.400
27
19
1
Target-Date 2060
0.450
11
4
Target-Date 2065+
0.400
Allocation--30% to 50% Equity
0.330
36
30
Allocation--15% to 30% Equity
0.670
60
50
Allocation--30% to 50% Equity
0.690
66
54
Allocation--50% to 70% Equity
0.740
77
72
Allocation--50% to 70% Equity
0.760
44
21
Allocation--70% to 85% Equity
0.820
40
Allocation--85%+ Equity
0.900
Short-Term Bond
0.690
28
60
World Large-Stock Growth
0.510
64
61
Large Growth
0.420
92
89
Allocation--70% to 85% Equity
0.390
20
22
Allocation--50% to 70% Equity
0.380
33
34
Short-Term Bond
0.350
26
55
Allocation--30% to 50% Equity
0.350
51
72
Allocation--50% to 70% Equity
1.430
78
86
Allocation--50% to 70% Equity
0.960
82
91
Muni National Short
0.430
15
19
Relative Value Arbitrage
2.520
92
100
Long-Short Equity
2.240
12
Long-Short Equity
2.360
High Yield Muni
3.700
55
Tactical Allocation
2.000
39
60
54
Tactical Allocation
1.820
78
71
42
Multistrategy
1.680
43
19
Intermediate Core-Plus Bond
0.690
81
Tactical Allocation
1.360
77
50
55
Macro Trading
1.930
6
9
Tactical Allocation
1.700
30
23
Allocation--85%+ Equity
0.410
42
32
Allocation--50% to 70% Equity
0.430
56
50
Allocation--15% to 30% Equity
0.390
31
33
Allocation--70% to 85% Equity
0.410
44
31
Allocation--30% to 50% Equity
0.380
34
25
Multistrategy
1.630
46
55
Diversified Emerging Mkts
1.480
29
31
44
Foreign Large Blend
0.990
38
47
39
Multisector Bond
0.660
59
56

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