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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
Voya Index Solution 2030 Port SIDXHXTarget-Date 2030906.83 Mil1.93%4649550.470%—No LoadOpen
Eaton Vance Floating-Rate & Hi Inc AdvEAFHXBank Loan905.38 Mil7.79%7450331.050%$1,000No LoadOpen
JHancock Multimanager 2045 Lifetime 1JLJOXTarget-Date 2045894.69 Mil1.85%9447440.630%—No LoadOpen
Schwab MarketTrack GrowthSWHGXModerately Aggressive Allocation893.77 Mil1.88%3036360.500%—No LoadOpen
Goldman Sachs Growth Strategy InvGGSTXGlobal Allocation876.06 Mil1.50%22240.740%—No LoadOpen
Goldman Sachs Growth Strategy SvcGGSSXGlobal Allocation876.06 Mil1.17%27361.120%—No LoadOpen
Goldman Sachs Growth Strategy PGGPPXGlobal Allocation876.06 Mil1.62%201—0.610%—No LoadOpen
American Century One Choice Agrsv InvAOGIXModerately Aggressive Allocation869.46 Mil1.99%8146380.930%$2,500No LoadOpen
JHancock Multimanager 2025 Lifetime 1JLEOXTarget-Date 2025863.52 Mil3.64%6822200.610%—No LoadOpen
TIAA-CREF Managed Allc RetailTIMRXModerate Allocation859.64 Mil2.46%7259490.700%$2,500No LoadOpen
MoA Clear Passage 2050 FundMURNXTarget-Date 2050857.70 Mil2.02%7680.310%$3,000No LoadOpen
American Century One Choice 2055 InvAREVXTarget-Date 2055838.48 Mil1.45%9893760.900%$2,500No LoadOpen
Schwab MarketTrack All EquitySWEGXAggressive Allocation838.11 Mil1.69%924230.510%—No LoadOpen
Goldman Sachs Growth & Inc Strat PGGSPXTactical Allocation837.85 Mil1.89%3428—0.610%—No LoadOpen
Goldman Sachs Growth & Inc Strat SvcGOISXTactical Allocation837.85 Mil1.43%4134311.120%—No LoadOpen
Goldman Sachs Growth & Inc Strat InvGPITXTactical Allocation837.85 Mil1.80%3629270.740%—No LoadOpen
Empower SecureFoundation® Bal InvMXSBXModerate Allocation825.26 Mil1.99%8170620.600%—No LoadOpen
Empower SecureFoundation® Bal LMXLDXModerate Allocation825.26 Mil2.11%9076710.850%—No LoadOpen
Empower SecureFoundation® Bal SvcMXSHXModerate Allocation825.26 Mil1.77%8572670.700%—No LoadOpen
MassMutual Select TRP Retirement 2035 M5MMTKXTarget-Date 2035808.09 Mil1.68%2110—0.590%—No LoadOpen
MassMutual Select TRP Retirement 2035 M4MMTLXTarget-Date 2035808.09 Mil1.44%4213—0.840%—No LoadOpen
Empower Aggressive Profile InvMXAPXAggressive Allocation801.75 Mil2.76%3851271.160%—No LoadOpen
Lord Abbett Multi-Asset Income F3ISFOXModerately Conservative Allocation796.93 Mil3.34%7024—0.720%—No LoadOpen
Lord Abbett Multi-Asset Income FLIGFXModerately Conservative Allocation796.93 Mil3.22%7631440.880%—No LoadOpen
TIAA-CREF Lifecycle 2010 PremierTCTPXTarget-Date 2000-2010789.21 Mil3.78%2226100.520%—No LoadOpen
TIAA-CREF Lifecycle 2010 AdvisorTCLHXTarget-Date 2000-2010789.21 Mil3.85%1713—0.450%—No LoadOpen
Voya Index Solution 2055 Port SIISSXTarget-Date 2055787.17 Mil1.46%5863670.520%—No LoadOpen
JHancock 2035 Lifetime Blend Ptf 1JRTKXTarget-Date 2035777.78 Mil2.34%7051310.360%—No LoadOpen
JHancock 2030 Lifetime Blend Ptf 1JRTGXTarget-Date 2030777.51 Mil2.56%5447270.370%—No LoadOpen
AQR Diversifying Strategies NQDSNXMultistrategy775.21 Mil9.89%10——1.720%$2,500No LoadOpen
Schwab Target 2050 IndexSWYMXTarget-Date 2050773.24 Mil1.88%3050—0.080%—No LoadOpen
Schwab Target 2035 IndexSWYFXTarget-Date 2035772.50 Mil2.04%1331—0.080%—No LoadOpen
Voya Index Solution 2050 Port SIDXRXTarget-Date 2050768.05 Mil1.27%5460670.530%—No LoadOpen
Fidelity Freedom Blend 2020FHAVXTarget-Date 2020765.23 Mil2.33%9057—0.440%—No LoadOpen
Fidelity Freedom Index 2010 InvestorFKIFXTarget-Date 2000-2010748.30 Mil2.63%6066710.120%—No LoadOpen
Empower Moderately Cnsrv Pfl LMXHPXModerately Conservative Allocation742.62 Mil2.14%2736341.080%—No LoadOpen
Empower Moderately Cnsrv Pfl InvMXDPXModerately Conservative Allocation742.62 Mil2.95%2026230.830%—No LoadOpen
T. Rowe Price Retirement 2065TRSJXTarget-Date 2065+719.61 Mil1.20%54——0.640%$2,500No LoadOpen
T. Rowe Price Retirement 2065 AdvisorPASUXTarget-Date 2065+719.61 Mil1.11%66——0.890%$2,500No LoadOpen
TIAA-CREF Lifecycle 2060 PremierTLXPXTarget-Date 2060703.03 Mil1.44%3327—0.600%—No LoadOpen
TIAA-CREF Lifecycle 2060 AdvisorTLXHXTarget-Date 2060703.03 Mil1.50%2823—0.530%—No LoadOpen
TIAA-CREF Lifecycle Index Ret Inc PremTLIPXModerately Conservative Allocation692.11 Mil2.52%3629240.250%—No LoadOpen
TIAA-CREF Lifecycle Index Ret Inc AdvTLIHXModerately Conservative Allocation692.11 Mil2.58%3427—0.200%—No LoadOpen
MassMutual Select TRP Retirement 2045 M5MMFUXTarget-Date 2045688.80 Mil1.39%4813—0.620%—No LoadOpen
MassMutual Select TRP Retirement 2045 M4MMFWXTarget-Date 2045688.80 Mil1.15%6220—0.870%—No LoadOpen
Nationwide Inv Dest Mod SvcNSDMXModerate Allocation676.13 Mil2.18%7276770.890%$50,000No LoadOpen
GuideStone Funds MyDestination 2015 InvGMTZXTarget-Date 2015675.98 Mil2.40%5893980.750%$1,000No LoadOpen
VALIC Company I Agrsv Growth LifestyleVLAGXModerately Aggressive Allocation674.56 Mil2.07%5043480.620%—No LoadOpen
Vanguard Target Retirement 2070 FundVSVNXTarget-Date 2065+663.48 Mil1.47%———0.080%$1,000No LoadOpen
JHancock 2040 Lifetime Blend Ptf 1JRTTXTarget-Date 2040662.83 Mil2.11%7050350.360%—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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