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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 %
Allocation--50% to 70% Equity
0.920
87
89
Muni National Short
0.400
19
17
Nontraditional Bond
2.560
18
67
Long-Short Equity
2.170
9
1
Long-Short Equity
2.310
65
Muni National Interm
3.770
99
92
Tactical Allocation
2.130
32
46
55
Tactical Allocation
2.020
39
55
35
Multistrategy
1.680
31
23
Intermediate Core-Plus Bond
0.690
73
Tactical Allocation
1.390
61
50
37
Macro Trading
2.000
28
13
Tactical Allocation
1.610
24
20
4
Multistrategy
1.610
7
18
Diversified Emerging Mkts
1.530
21
21
31
Foreign Large Blend
0.990
60
47
51
Multisector Bond
0.660
57
52
Nontraditional Bond
1.810
54
Allocation--85%+ Equity
1.050
1
Allocation--15% to 30% Equity
0.310
19
15
8
Allocation--30% to 50% Equity
0.310
9
8
4
Allocation--50% to 70% Equity
0.830
33
41
41
Allocation--70% to 85% Equity
0.330
5
7
8
Target-Date 2025
0.250
Target-Date 2030
0.250
Target-Date 2035
0.250
Target-Date 2040
0.250
Target-Date 2045
0.250
Target-Date 2050
0.250
Target-Date 2055
0.250
Target-Date 2060
0.250
Target-Date 2065+
0.250
Target-Date Retirement
0.250
Target-Date 2025
0.340
59
28
65
Target-Date 2030
0.590
63
30
72
Target-Date 2035
0.340
48
19
56
Target-Date 2040
0.590
54
20
67
Target-Date 2045
0.340
49
9
45
Target-Date 2050
0.340
34
10
35
Target-Date 2055
0.340
24
5
28
Target-Date 2060
0.340
56
Target-Date 2065+
0.340
Target-Date Retirement
0.590
8
4
10
Target-Date 2025
0.090
60
55
61
Target-Date 2030
0.090
55
50
54
Target-Date 2035
0.090
46
43
52
Target-Date 2040
0.090
37
29
43
Target-Date 2045
0.090
29
11
26
Target-Date 2050
0.090
9
11
14
Target-Date 2055
0.090
14
11
12
Target-Date 2060
0.090
18
11
Target-Date 2065+
0.090
Target-Date Retirement
0.090
6
7
5
Allocation--30% to 50% Equity
0.740
Allocation--30% to 50% Equity
0.740
Global Allocation
1.320
Tactical Allocation
1.880
65
73
Macro Trading
1.780
35
51
Nontraditional Bond
1.760
86
82
Allocation--30% to 50% Equity
0.860
44
33
31
Allocation--85%+ Equity
0.920
33
26
34
Allocation--50% to 70% Equity
0.860
45
40
44
Tactical Allocation
2.320
73
76
Allocation--50% to 70% Equity
0.480
31
Allocation--50% to 70% Equity
0.340
24
Allocation--30% to 50% Equity
0.390
8
Allocation--70% to 85% Equity
0.420
7
Target-Date 2020
0.450
95
Target-Date 2025
0.450
93
Target-Date 2030
0.450
95
Target-Date 2035
0.450
91
Target-Date 2040
0.450
83
Target-Date 2045
0.450
73
Target-Date 2050
0.450
51
Target-Date 2055
0.450
45
Target-Date 2060
0.450
45
Allocation--50% to 70% Equity
0.770
44
38
40
Allocation--30% to 50% Equity
0.680
63
59
48
Allocation--70% to 85% Equity
1.050
37
27
26
Allocation--15% to 30% Equity
0.960
77
76
64
Allocation--30% to 50% Equity
0.940
18
13
11
Allocation--15% to 30% Equity
0.970
11
7
9
Tactical Allocation
0.610
16
17
25
Tactical Allocation
1.670
Multisector Bond
1.930
Tactical Allocation
1.980
Allocation--50% to 70% Equity
1.860
Nontraditional Bond
1.950
7
11
Intermediate Core Bond
0.150
45
73
Allocation--15% to 30% Equity
0.480
45
52
71
Allocation--50% to 70% Equity
0.250
49
59
62
Global Large-Stock Blend
0.250
19
35
16
Global Small/Mid Stock
0.430
52
70
Global Large-Stock Blend
0.340
Foreign Small/Mid Blend
0.390
29
48
33
Global Large-Stock Blend
0.310
33
52
35
Global Large-Stock Blend
0.270
32
48
31
Foreign Large Value
0.370
30
27
42
Allocation--30% to 50% Equity
0.840
60
63
66
Allocation--50% to 70% Equity
0.810
71
75
77

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