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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
Schwab Target 2060SWPRXTarget-Date 206070.92 Mil1.68%8076—0.580%—No LoadOpen
MassMutual RetireSMART by JPM In Ret AdmMDRYXTarget-Date Retirement69.70 Mil2.85%5238560.790%—No LoadOpen
MassMutual RetireSMART by JPM In Ret SvcMDRSXTarget-Date Retirement69.70 Mil2.96%4732500.690%—No LoadOpen
MassMutual RetireSMART by JPM 2055 SvcMMWSXTarget-Date 205569.37 Mil1.44%5177760.720%—No LoadOpen
MassMutual RetireSMART by JPM 2055 AdmMMWYXTarget-Date 205569.37 Mil1.37%6183800.820%—No LoadOpen
T. Rowe Price Target 2010TRROXTarget-Date 2000-201067.91 Mil2.96%2918260.450%$2,500No LoadOpen
T. Rowe Price Target 2010 AdvisorPAERXTarget-Date 2000-201067.89 Mil2.76%4737540.700%$2,500No LoadOpen
JHancock 2010 Lifetime Blend Ptf 1JRLDXTarget-Date 2000-201063.89 Mil3.35%2652350.410%—No LoadOpen
Fidelity Flex Freedom Blend 2040FCLSXTarget-Date 204063.57 Mil1.93%204———No LoadOpen
Empower Lifetime 2060 SvcMXGQXTarget-Date 206063.08 Mil2.02%95——1.030%—No LoadOpen
Empower Lifetime 2060 InvMXGNXTarget-Date 206063.08 Mil2.19%93——0.930%—No LoadOpen
Fidelity Flex Freedom Blend 2045FOLSXTarget-Date 204562.02 Mil1.84%287———No LoadOpen
Voya Global Perspectives Port SIPSRXGlobal Allocation61.52 Mil6.29%9075561.080%—No LoadOpen
DWS Multi-Asset Conservative Allc SSPBAXModerately Conservative Allocation61.12 Mil2.13%6367710.700%$2,500No LoadOpen
Schwab® Monthly Income Flexible PayoutSWKRXModerately Conservative Allocation60.79 Mil4.69%9194910.250%—No LoadOpen
Schwab® Monthly Income Income PayoutSWLRXConservative Allocation59.96 Mil4.37%7881830.210%—No LoadOpen
JHancock 2065 Lifetime Blend Pft 1JAAFXTarget-Date 2065+59.69 Mil1.95%66——0.360%—No LoadOpen
Fidelity Health SavingsFHLSXModerately Conservative Allocation57.69 Mil2.85%81——0.480%—No LoadOpen
Voya Strategic Allocation Cnsrv Port SISCVXModerately Conservative Allocation57.64 Mil2.95%8063490.960%—No LoadOpen
T. Rowe Price Retirement Blend 2060TRBNXTarget-Date 206057.45 Mil1.41%———0.440%$2,500No LoadOpen
American Century One Chc Blnd+ 2030 InvAABWXTarget-Date 203054.07 Mil1.99%81——0.600%$2,500No LoadOpen
Voya Solution 2030 Port SISNHXTarget-Date 203053.19 Mil2.50%7357480.970%—No LoadOpen
Voya Solution Balanced Port SISGKXModerate Allocation52.70 Mil3.56%6958561.050%—No LoadOpen
ATAC Rotation InvestorATACXTactical Allocation50.64 Mil—10079711.900%$2,500No LoadOpen
E-Valuator Cnsv (15%-30%) RMS ServiceEVCLXModerately Conservative Allocation50.04 Mil3.99%5572—0.980%$10,000No LoadOpen
Fidelity Managed Retirement 2025FIXRXTarget-Date 202549.80 Mil2.38%9379680.470%$2,500No LoadOpen
American Century One Chc Blnd+ 2045 InvAADHXTarget-Date 204549.72 Mil1.76%95——0.590%$2,500No LoadOpen
Fidelity Flex Freedom Blend 2025FELSXTarget-Date 202549.61 Mil2.72%5820———No LoadOpen
Schwab Target 2015SWGRXTarget-Date 201549.45 Mil2.72%5563740.280%—No LoadOpen
SMI Multi-StrategySMILXModerately Aggressive Allocation49.25 Mil0.79%9389—1.520%$500No LoadOpen
T. Rowe Price Target 2005TRARXTarget-Date 2000-201048.86 Mil3.03%3731370.450%$2,500No LoadOpen
T. Rowe Price Target 2005 AdvisorPANRXTarget-Date 2000-201048.86 Mil2.68%4944580.700%$2,500No LoadOpen
Fidelity Simplicity RMD 2020FIRWXTarget-Date 202047.32 Mil2.28%7966500.560%—No LoadOpen
Fidelity Flex Freedom Blend 2050FYLSXTarget-Date 205046.74 Mil1.86%396———No LoadOpen
RiverNorth Core Opportunity RRNCOXModerate Allocation45.93 Mil3.72%3347503.920%$5,000No LoadOpen
American Century One Chc Blnd+ 2035 InvAACKXTarget-Date 203545.33 Mil2.03%92——0.580%$2,500No LoadOpen
Schwab Target 2010 IndexSWYAXTarget-Date 2000-201044.24 Mil2.78%3242—0.080%—No LoadOpen
Schwab Target 2010SWBRXTarget-Date 2000-201043.28 Mil2.80%5448490.260%—No LoadOpen
American Century One Chc Blnd+ 2040 InvAACSXTarget-Date 204043.20 Mil1.86%93——0.590%$2,500No LoadOpen
American Century One Chc Blnd+ 2050 InvAADNXTarget-Date 205041.37 Mil1.62%93——0.590%$2,500No LoadOpen
Voya Solution 2040 Port SISNMXTarget-Date 204041.29 Mil3.04%7651540.980%—No LoadOpen
Fidelity Managed Retirement 2030FMRAXTarget-Date 203040.13 Mil2.28%97——0.480%—No LoadOpen
T. Rowe Price Retirement Blend 2015TBLSXTarget-Date 201539.79 Mil2.15%———0.350%$2,500No LoadOpen
TebergTEBRXTactical Allocation38.30 Mil—3211.970%$2,000No LoadOpen
Voya Solution 2050 Port SISNRXTarget-Date 205037.81 Mil2.73%8168691.010%—No LoadOpen
American Century One Chc Blnd+ 2025 InvAABJXTarget-Date 202536.54 Mil2.16%63——0.590%$2,500No LoadOpen
Voya Solution Aggressive SIAVSXAggressive Allocation34.36 Mil1.81%4335451.140%—No LoadOpen
Lazard Opportunistic Strategies OpenLCAOXTactical Allocation34.04 Mil1.17%5961601.610%$2,500No LoadOpen
Sector Rotation FundNAVFXLarge Growth33.68 Mil—6294972.180%$2,500No LoadOpen
Schwab® Monthly Income Target PayoutSWJRXModerately Conservative Allocation32.89 Mil4.80%8685770.260%—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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