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Morningstar

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 203580.43 Bil1.85%4641280.080%1,000No LoadOpen
Vanguard Target Retirement 2030 FundVTHRXTarget-Date 203079.53 Bil1.84%3733170.080%1,000No LoadOpen
Vanguard Target Retirement 2040 FundVFORXTarget-Date 204070.44 Bil1.85%5238310.080%1,000No LoadOpen
Vanguard Target Retirement 2025 FundVTTVXTarget-Date 202570.15 Bil2.00%3226100.080%1,000No LoadOpen
Vanguard Target Retirement 2045 FundVTIVXTarget-Date 204567.07 Bil1.86%4029230.080%1,000No LoadOpen
Strategic Advisers® Fidelity® Core IncFIWGXIntermediate Core-Plus Bond66.84 Bil3.85%2716—0.190%—No LoadOpen
Vanguard Target Retirement 2050 FundVFIFXTarget-Date 205055.30 Bil1.86%3729230.080%1,000No LoadOpen
Strategic Advisers® Core IncomeFPCIXIntermediate Core-Plus Bond47.64 Bil4.27%5341320.310%—No LoadOpen
American Funds 2030 Trgt Date Retire F2FBETXTarget-Date 203042.83 Bil1.83%97—0.420%250No LoadOpen
American Funds 2030 Trgt Date Retire F1FAETXTarget-Date 203042.83 Bil1.56%2118—0.700%250No LoadOpen
American Funds 2035 Trgt Date Retire F2FBFTXTarget-Date 203539.44 Bil1.48%81—0.440%250No LoadOpen
American Funds 2035 Trgt Date Retire F1FAQTXTarget-Date 203539.44 Bil1.22%1811—0.720%250No LoadOpen
Vanguard Target Retirement 2020 FundVTWNXTarget-Date 202036.64 Bil2.33%4134190.080%1,000No LoadOpen
Vanguard Target Retirement 2055 FundVFFVXTarget-Date 205536.03 Bil1.83%4232240.080%1,000No LoadOpen
American Funds 2040 Trgt Date Retire F1FAUTXTarget-Date 204035.51 Bil0.87%3913—0.730%250No LoadOpen
American Funds 2040 Trgt Date Retire F2FBGTXTarget-Date 204035.51 Bil1.13%215—0.450%250No LoadOpen
Vanguard Target Retirement Income FundVTINXTarget-Date Retirement34.42 Bil2.79%3633260.080%1,000No LoadOpen
Fidelity Freedom® 2030FFFEXTarget-Date 203031.97 Bil2.33%5826100.660%—No LoadOpen
American Funds 2025 Trgt Date Retire F1FAPTXTarget-Date 202531.86 Bil1.96%1427—0.690%250No LoadOpen
American Funds 2025 Trgt Date Retire F2FBDTXTarget-Date 202531.86 Bil2.22%77—0.410%250No LoadOpen
American Funds 2045 Trgt Date Retire F1FATTXTarget-Date 204529.13 Bil0.69%6620—0.740%250No LoadOpen
American Funds 2045 Trgt Date Retire F2FBHTXTarget-Date 204529.13 Bil0.93%474—0.460%250No LoadOpen
Fidelity Freedom® 2040FFFFXTarget-Date 204026.23 Bil1.83%216100.740%—No LoadOpen
Fidelity Freedom® 2035FFTHXTarget-Date 203526.12 Bil2.03%3011100.700%—No LoadOpen
American Funds 2050 Trgt Date Retire F1FAITXTarget-Date 205025.97 Bil0.57%7623—0.750%250No LoadOpen
American Funds 2050 Trgt Date Retire F2FBITXTarget-Date 205025.97 Bil0.83%605—0.470%250No LoadOpen
Strategic Advisers® Fidelity® IntlFUSIXForeign Large Blend25.72 Bil1.84%4314120.540%—No LoadOpen
Fidelity Freedom® 2025FFTWXTarget-Date 202522.52 Bil2.69%5930240.610%—No LoadOpen
Vanguard STAR InvVGSTXModerate Allocation20.68 Bil1.95%8424240.310%1,000No LoadOpen
Vanguard Target Retirement 2060 FundVTTSXTarget-Date 206019.42 Bil1.83%443910.080%1,000No LoadOpen
Fidelity Freedom® Index 2030 InvestorFXIFXTarget-Date 203019.03 Bil2.05%7446220.120%—No LoadOpen
Vanguard LifeStrategy Mod Gr Inv ShrsVSMGXModerate Allocation18.75 Bil2.08%7257490.130%3,000No LoadOpen
Fidelity Freedom® Index 2040 InvestorFBIFXTarget-Date 204018.36 Bil1.75%4019150.120%—No LoadOpen
Fidelity Freedom® 2045FFFGXTarget-Date 204518.36 Bil1.83%4514140.750%—No LoadOpen
Fidelity Freedom® Index 2035 InvestorFIHFXTarget-Date 203518.33 Bil1.76%5426140.120%—No LoadOpen
Vanguard LifeStrategy Growth InvVASGXModerately Aggressive Allocation18.04 Bil2.03%5528270.140%3,000No LoadOpen
American Funds 2055 Trgt Date Retire F2FBJTXTarget-Date 205517.60 Bil0.69%7315—0.470%250No LoadOpen
American Funds 2055 Trgt Date Retire F1FAJTXTarget-Date 205517.60 Bil0.43%8235—0.750%250No LoadOpen
Strategic Advisers® InternationalFILFXForeign Large Blend16.88 Bil2.05%5117170.500%—No LoadOpen
Fidelity Freedom® 2050FFFHXTarget-Date 205016.61 Bil1.83%5317180.750%—No LoadOpen
T. Rowe Price Retirement 2030 AdvisorPARCXTarget-Date 203016.02 Bil1.37%31750.820%2,500No LoadOpen
T. Rowe Price Retirement 2030TRRCXTarget-Date 203016.02 Bil1.63%19230.570%2,500No LoadOpen
American Funds 2020 Trgt Date Retire F1FAOTXTarget-Date 202015.79 Bil2.31%1142—0.670%250No LoadOpen
American Funds 2020 Trgt Date Retire F2FBCTXTarget-Date 202015.79 Bil2.58%316—0.390%250No LoadOpen
Fidelity Freedom® Index 2045 InvestorFIOFXTarget-Date 204515.71 Bil1.73%6136270.120%—No LoadOpen
Fidelity Freedom® 2020FFFDXTarget-Date 202015.48 Bil2.97%6631260.570%—No LoadOpen
American Funds Growth Portfolio 529-F-2FGPGXAggressive Allocation15.47 Bil0.48%65——0.510%250No LoadOpen
American Funds Growth Portfolio F2GWPEXAggressive Allocation15.47 Bil0.48%65810.490%250No LoadOpen
American Funds Growth Portfolio 529F1CGPFXAggressive Allocation15.47 Bil0.41%69910.820%250No LoadOpen
American Funds Growth Portfolio F1GWPFXAggressive Allocation15.47 Bil0.20%731330.760%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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