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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
BlackRock LifePath® Index 2065 Inv ALIWAXTarget-Date 2065+666.52 Mil1.52%37——0.390%$1,000No LoadOpen
Russell Inv LifePoints Balanced Strat SRBLSXModerate Allocation665.23 Mil1.61%6592910.990%—No LoadOpen
Vanguard Target Retirement 2070 FundVSVNXTarget-Date 2065+663.48 Mil1.47%———0.080%$1,000No LoadOpen
Voya Index Solution Income Port SISKSXTarget-Date Retirement645.43 Mil2.18%5750470.430%—No LoadOpen
Victory Target Retirement IncomeURINXTarget-Date Retirement644.17 Mil3.37%1011440.540%$500No LoadOpen
Nationwide Inv Dest Agrsv SvcNDASXAggressive Allocation643.34 Mil1.31%4866680.890%$50,000No LoadOpen
Schwab BalancedSWOBXModerate Allocation642.02 Mil1.98%5544300.500%—No LoadOpen
Fidelity Freedom 2005FFFVXTarget-Date 2000-2010639.23 Mil2.88%8884860.470%—No LoadOpen
TIAA-CREF Lifecycle Index 2010 AdvisorTLTHXTarget-Date 2000-2010634.64 Mil2.47%4325—0.200%—No LoadOpen
TIAA-CREF Lifecycle Index 2010 PremierTLTPXTarget-Date 2000-2010634.64 Mil2.46%4833140.250%—No LoadOpen
Sierra Tactical All Asset InvSIRIXTactical Allocation632.45 Mil2.83%7294902.090%$10,000No LoadOpen
JHancock Multimanager 2050 Lifetime 1JLKOXTarget-Date 2050626.15 Mil1.75%9351510.650%—No LoadOpen
Russell Inv LifePoints Growth Strat SRALSXModerately Aggressive Allocation624.70 Mil1.28%3583890.980%—No LoadOpen
Lord Abbett Alpha Strategy FALFFXSmall Growth609.26 Mil0.15%4454831.310%—No LoadOpen
Lord Abbett Alpha Strategy F3ALFOXSmall Growth608.36 Mil0.31%4149—1.130%—No LoadOpen
JHancock 2025 Lifetime Blend Ptf 1JRTBXTarget-Date 2025605.97 Mil2.88%4944260.390%—No LoadOpen
Fidelity Freedom Blend 2060FHANXTarget-Date 2060600.86 Mil1.48%7344—0.490%—No LoadOpen
Schwab Target 2045 IndexSWYHXTarget-Date 2045600.32 Mil1.91%2958—0.080%—No LoadOpen
Schwab Target 2060 IndexSWYNXTarget-Date 2060598.18 Mil1.88%2642—0.080%—No LoadOpen
Empower Lifetime 2030 InvMXATXTarget-Date 2030583.73 Mil2.36%6175—0.850%—No LoadOpen
Empower Lifetime 2030 SvcMXAUXTarget-Date 2030583.73 Mil2.16%6978—0.950%—No LoadOpen
JHancock 2045 Lifetime Blend Ptf 1JRLQXTarget-Date 2045580.70 Mil2.06%6654410.360%—No LoadOpen
T. Rowe Price Target 2030 AdvisorPAKRXTarget-Date 2030579.06 Mil1.82%4651610.790%$2,500No LoadOpen
T. Rowe Price Target 2030TRRWXTarget-Date 2030579.06 Mil2.10%3336430.540%$2,500No LoadOpen
Voya Solution 2035 Port SISQSXTarget-Date 2035577.90 Mil3.09%7267630.980%—No LoadOpen
GuidePath® Tactical Allocation SvcGPTUXTactical Allocation571.67 Mil1.12%421210.830%—No LoadOpen
Baron WealthBuilder RetailBWBFXAggressive Allocation569.75 Mil—982—1.360%$2,000No LoadOpen
Baron WealthBuilder TABWBTXAggressive Allocation569.75 Mil0.03%971—1.110%$2,000No LoadOpen
Schwab Target 2035SWIRXTarget-Date 2035568.65 Mil2.02%3960560.460%—No LoadOpen
Schwab MarketTrack BalancedSWBGXModerate Allocation566.51 Mil2.12%5766650.480%—No LoadOpen
TIAA-CREF Lifestyle Moderate PremierTSMPXModerate Allocation553.55 Mil2.46%7357500.690%—No LoadOpen
TIAA-CREF Lifestyle Moderate RetailTSMLXModerate Allocation553.55 Mil2.36%7563550.810%$2,500No LoadOpen
TIAA-CREF Lifestyle Moderate AdvisorTSMHXModerate Allocation549.61 Mil2.53%7255—0.620%—No LoadOpen
Schwab Target 2025 IndexSWYDXTarget-Date 2025547.87 Mil2.50%1337—0.080%—No LoadOpen
JHancock Lifestyle Blend Agrsv Pft 1JIIOXAggressive Allocation540.66 Mil1.78%5560370.680%—No LoadOpen
Goldman Sachs Balanced Strategy PGAOPXTactical Allocation538.06 Mil2.11%4651—0.660%—No LoadOpen
Goldman Sachs Balanced Strategy SvcGIPSXTactical Allocation538.06 Mil1.60%5857591.170%—No LoadOpen
Goldman Sachs Balanced Strategy InvGIPTXTactical Allocation537.09 Mil2.00%5150510.790%—No LoadOpen
Empower Lifetime 2055 SvcMXXLXTarget-Date 2055536.00 Mil0.95%9496961.030%—No LoadOpen
Empower Lifetime 2055 InvMXWLXTarget-Date 2055536.00 Mil1.08%9194920.930%—No LoadOpen
MassMutual Select TRP Retirement 2025 M4MMTHXTarget-Date 2025526.10 Mil1.70%193—0.800%—No LoadOpen
MassMutual Select TRP Retirement 2025 M5MMTGXTarget-Date 2025526.10 Mil2.00%102—0.550%—No LoadOpen
GuidePath® Conservative Allocation SvcGPTCXModerately Conservative Allocation521.37 Mil3.10%2128680.700%—No LoadOpen
Schwab Target 2055 IndexSWYJXTarget-Date 2055516.03 Mil1.87%2546—0.080%—No LoadOpen
T. Rowe Price Target 2035RPGRXTarget-Date 2035495.64 Mil1.84%5348450.560%$2,500No LoadOpen
T. Rowe Price Target 2035 AdvisorPATVXTarget-Date 2035495.64 Mil1.61%7265600.810%$2,500No LoadOpen
MassMutual Select TRP Retirement 2020 M5MMTTXTarget-Date 2020492.04 Mil2.02%73—0.530%—No LoadOpen
MassMutual Select TRP Retirement 2020 M4MMTUXTarget-Date 2020492.04 Mil1.75%158—0.780%—No LoadOpen
MassMutual Select TRP Retirement 2055 M4MMDMXTarget-Date 2055485.49 Mil1.18%7129—0.890%—No LoadOpen
MassMutual Select TRP Retirement 2055 M5MMDKXTarget-Date 2055485.49 Mil1.35%5418—0.640%—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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