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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 %
Foreign Large Blend
1.030
55
69
61
Global Allocation
1.130
44
41
72
Target-Date 2000-2010
0.190
4
25
Target-Date 2015
0.180
1
15
Target-Date 2020
0.190
1
18
Target-Date 2025
0.190
1
10
Target-Date 2030
0.210
1
8
Target-Date 2035
0.220
8
27
Target-Date 2040
0.230
45
54
Target-Date 2045
0.230
7
16
Target-Date 2050
0.230
1
6
Target-Date 2055
0.230
1
7
Target-Date 2060
0.230
1
7
Target-Date 2065+
0.230
Target-Date Retirement
0.190
27
57
Trading--Leveraged Debt
1.700
Tactical Allocation
1.430
91
Nontraditional Bond
1.690
87
85
78
Foreign Large Blend
1.620
77
84
95
Tactical Allocation
1.370
13
12
18
Allocation--85%+ Equity
1.210
77
71
Allocation--15% to 30% Equity
1.370
23
20
Allocation--30% to 50% Equity
1.120
40
57
Allocation--70% to 85% Equity
1.200
55
57
Allocation--50% to 70% Equity
1.240
73
69
Allocation--15% to 30% Equity
1.110
83
84
Long-Short Equity
1.850
40
Systematic Trend
2.070
76
58
79
Options Trading
1.330
58
44
Multistrategy
2.020
8
Nontraditional Bond
1.860
41
62
67
High Yield Bond
0.020
Intermediate Core Bond
0.020
Target-Date 2000-2010
0.470
86
82
82
Target-Date 2000-2010
0.500
62
53
45
Target-Date 2015
0.540
40
19
48
Target-Date 2020
0.590
26
12
46
Target-Date 2025
0.630
28
19
31
Target-Date 2030
0.670
32
20
32
Target-Date 2035
0.720
19
12
20
Target-Date 2040
0.750
9
13
29
Target-Date 2045
0.750
27
27
35
Target-Date 2050
0.750
31
30
37
Target-Date 2055
0.750
35
37
40
Target-Date 2060
0.750
41
44
Target-Date 2065+
0.500
Target-Date Retirement
0.470
79
73
75
Target-Date 2000-2010
0.460
87
86
36
Target-Date 2015
0.460
82
91
46
Target-Date Retirement
0.450
89
89
50
Target-Date 2000-2010
0.000
80
Target-Date 2000-2010
0.000
57
Target-Date 2015
0.000
31
Target-Date 2020
0.000
17
Target-Date 2025
0.000
18
Target-Date 2030
0.000
19
Target-Date 2035
0.000
3
Target-Date 2040
0.000
3
Target-Date 2045
0.000
4
Target-Date 2050
0.000
4
Target-Date 2055
0.000
6
Target-Date 2060
0.000
11
Target-Date Retirement
0.000
76
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
84
81
80
Target-Date 2000-2010
0.500
60
51
43
Target-Date 2015
0.540
36
23
40
Target-Date 2020
0.590
21
11
40
Target-Date 2025
0.630
21
22
27
Target-Date 2030
0.670
25
23
27
Target-Date 2035
0.720
5
12
17
Target-Date 2040
0.750
5
13
21
Target-Date 2045
0.750
12
27
32
Target-Date 2050
0.750
13
27
32
Target-Date 2055
0.750
17
37
35
Target-Date 2060
0.750
24
43
Target-Date 2065+
0.500
Target-Date 2015
0.280
42
Target-Date 2020
0.290
25
Target-Date 2025
0.300
26
Target-Date 2030
0.320
26
Target-Date 2035
0.330
6
Target-Date 2040
0.340
4
Target-Date 2045
0.340
10
Target-Date 2050
0.340
9
Target-Date 2055
0.340
15
Target-Date 2065+
0.340
Target-Date Retirement
0.260
83
Target-Date 2000-2010
0.260
89
Target-Date 2000-2010
0.270
62
Target-Date 2060
0.340
20
Target-Date Retirement
0.470
80
77
73
Target-Date 2000-2010
0.120
94
91
92
Target-Date 2000-2010
0.120
68
65
69
Target-Date 2015
0.120
61
33
73
Target-Date 2020
0.120
39
19
61
Target-Date 2025
0.120
39
29
48
Target-Date 2030
0.120
42
27
44

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