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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
JHancock Multimanager 2010 Lifetime 1JLAOXTarget-Date 2000-2010124.47 Mil4.02%1021260.550%—No LoadOpen
Voya Global Multi-Asset WVYGPXGlobal Allocation124.05 Mil2.67%7644270.900%$1,000No LoadOpen
MassMutual RetireSMART by JPM 2045 AdmMMKYXTarget-Date 2045123.31 Mil1.39%5671840.830%—No LoadOpen
MassMutual RetireSMART by JPM 2045 SvcMMKSXTarget-Date 2045123.31 Mil1.46%4867790.730%—No LoadOpen
MassMutual 80/20 Allocation SvcMRGYXModerately Aggressive Allocation121.17 Mil1.22%3724340.900%—No LoadOpen
MassMutual 80/20 Allocation AdminMRGLXModerately Aggressive Allocation121.17 Mil1.09%4027381.000%—No LoadOpen
Quantified Managed Income InvestorQBDSXConservative Allocation121.00 Mil4.45%4298981.590%$10,000No LoadOpen
Dynamic US Opportunity NICSNXTactical Allocation120.77 Mil0.67%9541.610%$5,000No LoadOpen
Conquer Risk Managed VolatilityCRMVXMultisector Bond115.75 Mil2.74%16——2.070%$5,000No LoadOpen
MassMutual Select TRP Retirement 2015 M5MMFJXTarget-Date 2015113.29 Mil2.35%42—0.510%—No LoadOpen
MassMutual Select TRP Retirement 2015 M4MMFKXTarget-Date 2015113.29 Mil2.18%82—0.760%—No LoadOpen
Voya Global Perspectives WIWPVXGlobal Allocation111.70 Mil2.58%9179560.980%$1,000No LoadOpen
Gold Bullion Strategy InvestorQGLDXCommodities Focused111.61 Mil9.67%5447241.390%$1,000No LoadOpen
MassMutual RetireSMART by JPM 2020 AdmMRTYXTarget-Date 2020111.51 Mil3.30%8687910.770%—No LoadOpen
MassMutual RetireSMART by JPM 2020 SvcMRTSXTarget-Date 2020111.51 Mil3.35%8283890.670%—No LoadOpen
Schwab Target 2065 IndexSWYOXTarget-Date 2065+108.19 Mil1.71%26——0.080%—No LoadOpen
MoA Clear Passage 2015 FundMURFXTarget-Date 2015106.43 Mil2.31%1290370.480%$3,000No LoadOpen
Voya Index Solution 2065 Port ZVIQZXTarget-Date 2065+105.79 Mil—31——0.170%—No LoadOpen
Voya Index Solution 2065 Port SVIQSXTarget-Date 2065+105.79 Mil—56——0.620%—No LoadOpen
Dynamic International Opportunity NICCNXForeign Large Blend104.83 Mil1.84%8990881.760%$5,000No LoadOpen
Guidepath® Growth and IncomeGPIGXLarge Value104.33 Mil2.20%6780—1.050%—No LoadOpen
Conquer Risk Tactical OpportunitiesCRTOXTactical Allocation103.45 Mil0.65%82——1.870%$5,000No LoadOpen
Sound Mind InvestingSMIFXAggressive Allocation101.82 Mil1.59%7974781.480%$500No LoadOpen
GuidePath® Multi-Asset Income Allc SvcGPMIXModerate Allocation100.80 Mil3.80%8899971.120%—No LoadOpen
MassMutual Select TRP Retirement 2010 M4MMXDXTarget-Date 2000-201099.46 Mil1.94%222—0.740%—No LoadOpen
MassMutual Select TRP Retirement 2010 M5MMXCXTarget-Date 2000-201099.46 Mil2.28%42—0.490%—No LoadOpen
T. Rowe Price Retirement Blend 2055TRBOXTarget-Date 205598.71 Mil1.39%———0.440%$2,500No LoadOpen
AB Sustainable Thematic Bal Port AdvisorABPYXModerate Allocation98.00 Mil1.10%98100970.750%—No LoadOpen
Fidelity Freedom Blend IncFHBZXTarget-Date Retirement94.42 Mil2.91%9294—0.410%—No LoadOpen
Northern Global Tactical Asset AllcBBALXGlobal Allocation88.09 Mil3.44%5862410.550%$2,500No LoadOpen
JHancock 2015 Lifetime Blend Ptf 1JRLIXTarget-Date 201586.00 Mil3.10%2665560.410%—No LoadOpen
Fidelity Freedom Blend 2010FHAYXTarget-Date 2000-201085.36 Mil2.54%9067—0.410%—No LoadOpen
TIAA-CREF Lifecycle 2065 PremierTSFPXTarget-Date 2065+84.80 Mil1.33%32——0.600%—No LoadOpen
TIAA-CREF Lifecycle 2065 AdvisorTSFHXTarget-Date 2065+84.80 Mil1.47%29——0.530%—No LoadOpen
MoA Clear Passage 2065 FundMURQXTarget-Date 2065+83.07 Mil2.02%13——0.260%$3,000No LoadOpen
JHancock Multimanager 2065 Lifetime 1JAAVXTarget-Date 2065+81.47 Mil1.63%93——0.630%—No LoadOpen
Fidelity Flex Freedom Blend 2035FJLSXTarget-Date 203580.09 Mil2.19%289———No LoadOpen
Advisors Capital Active ALL CapACALXLarge Blend79.66 Mil0.09%———1.910%$2,500No LoadOpen
American Century One Choice 2065 InvARHVXTarget-Date 2065+78.83 Mil1.50%97——0.920%$2,500No LoadOpen
Guidepath® IncomeGPINXIntermediate Core-Plus Bond78.15 Mil3.61%6595—0.910%—No LoadOpen
Fidelity Flex Freedom Blend 2030FVLSXTarget-Date 203077.90 Mil2.38%4414———No LoadOpen
Russell Inv Lifepoints Cnsrv Strat SRCLSXConservative Allocation77.17 Mil1.94%8990900.800%—No LoadOpen
RiverFront Asset Allocation Gr & Inc InvRLGAXModerate Allocation77.15 Mil2.40%4984830.920%$2,500No LoadOpen
TIAA-CREF Lifestyle Income RetailTSILXConservative Allocation77.15 Mil3.14%3337490.710%$2,500No LoadOpen
TIAA-CREF Lifestyle Income AdvisorTSIHXConservative Allocation77.15 Mil3.36%3127—0.510%—No LoadOpen
TIAA-CREF Lifestyle Income PremierTSIPXConservative Allocation77.15 Mil3.28%3230380.580%—No LoadOpen
T. Rowe Price Retirement Blend 2065TRBPXTarget-Date 2065+76.06 Mil1.29%———0.440%$2,500No LoadOpen
New Covenant Balanced IncomeNCBIXModerately Conservative Allocation73.31 Mil1.92%3731300.890%$500No LoadOpen
SMI Dynamic AllocationSMIDXTactical Allocation71.62 Mil0.18%7569811.560%$500No LoadOpen
Schwab Target 2015 IndexSWYBXTarget-Date 201571.14 Mil2.32%1637—0.080%—No 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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