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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
MassMutual Select TRP Retirement 2005 M4MMFEXTarget-Date 2000-201017.47 Mil2.41%2818—0.740%—No LoadOpen
MassMutual Select TRP Retirement 2005 M5MMFDXTarget-Date 2000-201017.47 Mil2.77%109—0.490%—No LoadOpen
Voya Solution 2065 Port SVSSQXTarget-Date 2065+16.31 Mil0.91%80——1.030%—No LoadOpen
Fidelity Flex Freedom Blend 2060FWLSXTarget-Date 206016.16 Mil1.93%4312———No LoadOpen
American Century One Chc Blnd+ 2020 InvAAAMXTarget-Date 202015.99 Mil2.10%59——0.590%$2,500No LoadOpen
Fidelity Managed Retirement IncFIRMXTarget-Date Retirement14.47 Mil2.91%9694820.450%—No LoadOpen
MH Elite Income Fund of FundsMHEIXGlobal Allocation13.52 Mil3.55%7796931.750%$10,000No LoadOpen
Fidelity Simplicity RMD 2025FMRHXTarget-Date 202511.18 Mil2.12%57——0.610%—No LoadOpen
Fidelity Macro OpportunitiesFAQAXMacro Trading10.71 Mil0.58%———0.840%—No LoadOpen
MH Elite Small Cap Fund of FundsMHELXAggressive Allocation10.35 Mil—9384832.070%$10,000No LoadOpen
Voya Solution Conservative Port SICGSXConservative Allocation10.06 Mil3.08%5731300.910%—No LoadOpen
Fidelity Flex Freedom Blend 2015FILSXTarget-Date 20159.92 Mil3.01%7137———No LoadOpen
Fidelity Simplicity RMD 2010FIRRXTarget-Date 2000-20109.89 Mil2.78%6775610.480%—No LoadOpen
BlackRock LifePath ESG Index 2040 Inv ALEKAXTarget-Date 20409.63 Mil1.78%60——0.500%$1,000No LoadOpen
American Century One Chc Blnd+ 2065 InvAAEKXTarget-Date 2065+8.35 Mil1.61%89——0.600%$2,500No LoadOpen
Fidelity Managed Retirement 2020FIRVXTarget-Date 20208.32 Mil2.62%9479730.470%$2,500No LoadOpen
Spectrum Unconstrained InvestorSUNBXNontraditional Bond8.12 Mil2.85%26——2.750%$1,000No LoadOpen
MH Elite Select Portfolio of FundsMHESXGlobal Allocation7.57 Mil0.77%9976872.040%$10,000No LoadOpen
Fidelity Risk ParityFAPSXLarge Blend7.40 Mil2.26%———0.740%—No LoadOpen
BlackRock LifePath ESG Index 2050 Inv ALEBAXTarget-Date 20507.37 Mil1.72%48——0.500%$1,000No LoadOpen
Fidelity Managed Retirement 2035FMRTXTarget-Date 20357.12 Mil2.10%———0.480%—No LoadOpen
BlackRock LifePath ESG Index 2045 Inv ALEHAXTarget-Date 20456.62 Mil1.77%65——0.500%$1,000No LoadOpen
Fidelity Flex Freedom Blend 2065FDFPXTarget-Date 2065+6.49 Mil1.81%50————No LoadOpen
BlackRock LifePath ESG Index 2030 Inv ALENAXTarget-Date 20306.35 Mil1.94%81——0.500%$1,000No LoadOpen
Fidelity Managed Retirement 2015FIRSXTarget-Date 20155.66 Mil2.75%9798860.460%$2,500No LoadOpen
Fidelity Managed Retirement 2010FIRQXTarget-Date 2000-20105.66 Mil2.85%9489770.450%$2,500No LoadOpen
BlackRock LifePath ESG Index 2060 Inv ALEZAXTarget-Date 20605.59 Mil1.67%45——0.500%$1,000No LoadOpen
MassMutual Select T. Row Prc Ret 2065 M4MMZKXTarget-Date 2065+5.05 Mil1.86%———0.890%—No LoadOpen
MassMutual Select T. Row Prc Ret 2065 M5MMZLXTarget-Date 2065+5.05 Mil1.42%———0.640%—No LoadOpen
Fidelity Flex Freedom Blend 2010FISNXTarget-Date 2000-20105.01 Mil3.13%5858———No LoadOpen
American Century One Chc Blnd+ 2015 InvAAAFXTarget-Date 20154.94 Mil2.60%60——0.590%$2,500No LoadOpen
BlackRock LifePath ESG Index 2055 Inv ALEVAXTarget-Date 20554.53 Mil1.65%42——0.500%$1,000No LoadOpen
Fidelity Sustainable Target Date 2050FSYWXTarget-Date 20503.82 Mil————0.490%—No LoadOpen
BlackRock LifePath ESG Index 2065 Inv ALEWAXTarget-Date 2065+3.75 Mil1.75%45——0.500%$1,000No LoadOpen
BlackRock LifePath ESG Index 2035 Inv ALEJAXTarget-Date 20353.73 Mil2.00%79——0.500%$1,000No LoadOpen
BlackRock LifePath ESG Index 2025 Inv ALELAXTarget-Date 20253.59 Mil2.15%91——0.500%$1,000No LoadOpen
Fidelity Sustainable Target Date 2055FSZHXTarget-Date 20553.55 Mil————0.490%—No LoadOpen
Fidelity Sustainable Target Date 2040FSXVXTarget-Date 20403.52 Mil————0.480%—No LoadOpen
BlackRock LifePath ESG Index Ret Inv ALERAXTarget-Date Retirement3.44 Mil2.19%64——0.500%$1,000No LoadOpen
Fidelity Sustainable Target Date 2035FSXKXTarget-Date 20353.42 Mil————0.470%—No LoadOpen
Fidelity Sustainable Target Date 2030FSXAXTarget-Date 20303.39 Mil————0.460%—No LoadOpen
Fidelity Sustainable Target Date 2045FSYHXTarget-Date 20453.11 Mil————0.490%—No LoadOpen
Fidelity Sustainable Target Date 2060FSZSXTarget-Date 20602.88 Mil————0.490%—No LoadOpen
T. Rowe Price Retirement Income 2025 InvTRAVXTarget-Date 20252.87 Mil————0.540%$25,000No LoadOpen
Fidelity Flex Freedom Blend 2005FERNXTarget-Date 2000-20102.58 Mil3.77%7980———No LoadLimited
Fidelity Sustainable Target Date 2065FTGPXTarget-Date 2065+2.17 Mil————0.490%—No LoadOpen
Fidelity Sustainable Target Date 2020FSWDXTarget-Date 20201.74 Mil————0.440%—No LoadOpen
Fidelity Sustainable Target Date 2025FSWOXTarget-Date 20251.71 Mil————0.450%—No LoadOpen
MassMutual RetireSMART by Jpm 2065 AdmMMZEXTarget-Date 2065+1.22 Mil1.31%———0.820%—No LoadOpen
MassMutual RetireSMART by Jpm 2065 SvcMMZDXTarget-Date 2065+1.22 Mil1.40%———0.720%—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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