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
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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
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Minimum Initial Investment
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Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Funds College Enrollment 529-F2 | FAADX | Short-Term Bond | 4.27 Bil | — | 85 | — | — | 0.420% | $250 | No Load | Open |
| Vanguard LifeStrategy Income Inv | VASIX | Conservative Allocation | 4.08 Bil | 3.30% | 76 | 65 | 52 | 0.110% | $3,000 | No Load | Open |
| Goldman Sachs Tax-Advntgd Gbl Eq P | GSKPX | Global Large-Stock Blend | 4.05 Bil | 1.21% | 10 | 26 | — | 0.910% | — | No Load | Open |
| T. Rowe Price Spectrum Diversified Eq | PRSGX | Large Blend | 3.92 Bil | 0.81% | 91 | 87 | 90 | 0.730% | $2,500 | No Load | Open |
| TIAA-CREF Lifecycle 2025 Premier | TCQPX | Target-Date 2025 | 3.87 Bil | 3.09% | 17 | 30 | 20 | 0.560% | — | No Load | Open |
| TIAA-CREF Lifecycle 2025 Advisor | TCQHX | Target-Date 2025 | 3.87 Bil | 3.16% | 13 | 25 | — | 0.490% | — | No Load | Open |
| American Funds 2010 Trgt Date Retire F2 | FBATX | Target-Date 2000-2010 | 3.84 Bil | 2.97% | 1 | 9 | 4 | 0.380% | $250 | No Load | Open |
| American Funds 2010 Trgt Date Retire F1 | FAATX | Target-Date 2000-2010 | 3.84 Bil | 2.70% | 2 | 28 | 17 | 0.650% | $250 | No Load | Open |
| American Funds College 2030 529-F-2 | FDFCX | Moderately Conservative Allocation | 3.73 Bil | — | 20 | — | — | 0.430% | $250 | No Load | Open |
| American Funds College 2030 529F1 | CTHFX | Moderately Conservative Allocation | 3.72 Bil | — | 21 | 13 | 3 | 0.740% | $250 | No Load | Open |
| TIAA-CREF Lifecycle Index 2055 Premier | TTIPX | Target-Date 2055 | 3.59 Bil | 1.79% | 21 | 20 | 5 | 0.250% | — | No Load | Open |
| TIAA-CREF Lifecycle Index 2055 Advisor | TTIHX | Target-Date 2055 | 3.59 Bil | 1.82% | 17 | 20 | — | 0.200% | — | No Load | Open |
| Thrivent Moderate Allocation S | TMAIX | Moderate Allocation | 3.55 Bil | 2.13% | 46 | 49 | 48 | 0.800% | $2,000 | No Load | Open |
| Fidelity Freedom 2010 | FFFCX | Target-Date 2000-2010 | 3.53 Bil | 2.67% | 72 | 62 | 43 | 0.480% | — | No Load | Open |
| T. Rowe Price Retirement 2010 Advisor | PARAX | Target-Date 2000-2010 | 3.43 Bil | 2.30% | 19 | 5 | 8 | 0.740% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2010 | TRRAX | Target-Date 2000-2010 | 3.43 Bil | 2.55% | 6 | 2 | 1 | 0.490% | $2,500 | No Load | Open |
| TIAA-CREF Lifecycle 2050 Advisor | TFTHX | Target-Date 2050 | 3.39 Bil | 1.79% | 32 | 29 | — | 0.530% | — | No Load | Open |
| TIAA-CREF Lifecycle 2050 Premier | TCLPX | Target-Date 2050 | 3.39 Bil | 1.71% | 34 | 28 | 21 | 0.600% | — | No Load | Open |
| American Funds College 2027 529-F-2 | FFCFX | Moderately Conservative Allocation | 3.19 Bil | — | 50 | — | — | 0.420% | $250 | No Load | Open |
| American Funds College 2027 529F1 | CTSFX | Moderately Conservative Allocation | 3.19 Bil | — | 52 | 69 | 36 | 0.730% | $250 | No Load | Open |
| JHancock Multimanager Lifestyle Agrsv 1 | JILAX | Aggressive Allocation | 3.15 Bil | 1.41% | 69 | 50 | 44 | 1.080% | — | No Load | Open |
| TIAA-CREF Lifecycle Index 2020 Advisor | TLWHX | Target-Date 2020 | 3.09 Bil | 2.36% | 26 | 15 | — | 0.200% | — | No Load | Open |
| TIAA-CREF Lifecycle Index 2020 Premier | TLWPX | Target-Date 2020 | 3.09 Bil | 2.33% | 34 | 18 | 21 | 0.250% | — | No Load | Open |
| American Funds College 2033 529-F-2 | FCCFX | Moderate Allocation | 3.00 Bil | — | 59 | — | — | 0.450% | $250 | No Load | Open |
| American Funds College 2033 529F1 | CTLFX | Moderate Allocation | 3.00 Bil | — | 63 | 50 | — | 0.760% | $250 | No Load | Open |
| BlackRock LifePath® Index 2060 Inv A | LIZAX | Target-Date 2060 | 2.96 Bil | 1.53% | 37 | 44 | — | 0.390% | $1,000 | No Load | Open |
| Vanguard Diversified Equity Inv | VDEQX | Large Growth | 2.83 Bil | 0.81% | 61 | 62 | 76 | 0.350% | $3,000 | No Load | Open |
| GMO Benchmark-Free Allocation I | GBMIX | Global Allocation | 2.59 Bil | 5.40% | 18 | — | — | 1.260% | — | No Load | Open |
| TIAA-CREF Lifecycle 2020 Advisor | TCWHX | Target-Date 2020 | 2.49 Bil | 3.45% | 18 | 29 | — | 0.470% | — | No Load | Open |
| TIAA-CREF Lifecycle 2020 Premier | TCWPX | Target-Date 2020 | 2.49 Bil | 3.36% | 27 | 34 | 22 | 0.540% | — | No Load | Open |
| Fidelity Freedom Blend 2035 | FHASX | Target-Date 2035 | 2.46 Bil | 1.77% | 64 | 20 | — | 0.470% | — | No Load | Open |
| American Funds 2065 Trgt Date Retire F1 | FAXTX | Target-Date 2065+ | 2.46 Bil | 0.92% | 58 | — | — | 0.750% | $250 | No Load | Open |
| American Funds 2065 Trgt Date Retire F2 | FBMTX | Target-Date 2065+ | 2.46 Bil | 1.15% | 39 | — | — | 0.480% | $250 | No Load | Open |
| Thrivent Aggressive Allocation S | TAAIX | Aggressive Allocation | 2.46 Bil | 1.26% | 24 | 32 | 10 | 1.000% | $2,000 | No Load | Open |
| Impax Sustainable Allocation Inv | PAXWX | Moderate Allocation | 2.36 Bil | 1.29% | 75 | 34 | 41 | 0.900% | $1,000 | No Load | Open |
| Fidelity Freedom Blend 2040 | FHARX | Target-Date 2040 | 2.33 Bil | 1.55% | 54 | 14 | — | 0.480% | — | No Load | Open |
| American Funds College 2036 529-F-1 | CTAFX | Moderately Aggressive Allocation | 2.27 Bil | — | 52 | 39 | — | 0.810% | $250 | No Load | Open |
| American Funds College 2036 529-F-2 | CTAHX | Moderately Aggressive Allocation | 2.27 Bil | — | 45 | — | — | 0.490% | $250 | No Load | Open |
| Fidelity Freedom Blend 2030 | FHATX | Target-Date 2030 | 2.23 Bil | 2.02% | 79 | 48 | — | 0.460% | — | No Load | Open |
| JHancock Multimanager Lifestyle Mod 5 | JHLMX | Moderately Conservative Allocation | 2.20 Bil | 3.27% | 38 | 22 | 29 | 0.860% | — | No Load | Open |
| JHancock Multimanager Lifestyle Mod 1 | JILMX | Moderately Conservative Allocation | 2.20 Bil | 3.22% | 38 | 24 | 31 | 0.910% | — | No Load | Open |
| T. Rowe Price Retirement Balanced Adv | PARIX | Moderately Conservative Allocation | 2.14 Bil | 2.70% | 32 | 24 | 32 | 0.740% | — | No Load | Open |
| T. Rowe Price Retirement Balanced | TRRIX | Moderately Conservative Allocation | 2.14 Bil | 2.94% | 26 | 16 | 19 | 0.490% | $2,500 | No Load | Open |
| Fidelity Freedom Income | FFFAX | Target-Date Retirement | 2.09 Bil | 2.94% | 84 | 83 | 77 | 0.470% | — | No Load | Open |
| Fidelity Freedom Index 2015 Investor | FLIFX | Target-Date 2015 | 2.08 Bil | 2.50% | 85 | 78 | 56 | 0.120% | — | No Load | Open |
| Fidelity Freedom Blend 2045 | FHAQX | Target-Date 2045 | 2.07 Bil | 1.51% | 59 | 25 | — | 0.490% | — | No Load | Open |
| Strategic Advisers Alternatives | FSLTX | Multistrategy | 2.02 Bil | 3.47% | — | — | — | 1.350% | — | No Load | Open |
| TIAA-CREF Lifecycle Index 2060 Premier | TVIPX | Target-Date 2060 | 1.98 Bil | 1.78% | 21 | 23 | — | 0.250% | — | No Load | Open |
| TIAA-CREF Lifecycle Index 2060 Advisor | TVIHX | Target-Date 2060 | 1.98 Bil | 1.81% | 19 | 16 | — | 0.200% | — | No Load | Open |
| Lord Abbett Multi-Asset Balanced Opp F | BLAFX | Moderate Allocation | 1.91 Bil | 2.32% | 81 | 43 | 69 | 0.940% | — | No Load | Open |
Target Risk Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.