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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
JHancock 2050 Lifetime Blend Ptf 1JRLWXTarget-Date 2050483.72 Mil1.99%6052410.360%—No LoadOpen
MoA Clear Passage 2055 FundMUROXTarget-Date 2055480.22 Mil2.00%103—0.340%$3,000No LoadOpen
Empower Lifetime 2015 InvMXLYXTarget-Date 2015476.43 Mil2.78%3141470.770%—No LoadOpen
Empower Lifetime 2015 SvcMXLZXTarget-Date 2015476.43 Mil2.62%4349660.870%—No LoadOpen
Voya Index Solution 2060 Port SVPISXTarget-Date 2060473.16 Mil1.14%5861—0.550%—No LoadOpen
MoA Clear Passage 2020 FundMURGXTarget-Date 2020471.49 Mil2.39%1250140.420%$3,000No LoadOpen
T. Rowe Price Target 2025 AdvisorPAJRXTarget-Date 2025469.83 Mil2.01%3741500.760%$2,500No LoadOpen
T. Rowe Price Target 2025TRRVXTarget-Date 2025469.83 Mil2.45%1925310.510%$2,500No LoadOpen
Voya Solution Moderately Agrsv Port SIAGSXModerately Aggressive Allocation463.70 Mil2.97%6247531.050%—No LoadOpen
Empower Lifetime 2040 InvMXBDXTarget-Date 2040463.57 Mil2.10%8686—0.900%—No LoadOpen
Empower Lifetime 2040 SvcMXBEXTarget-Date 2040463.57 Mil1.88%8889—1.000%—No LoadOpen
Catholic Rsp Invst Mgns 60/40 Bt Pls InvCMMVXModerate Allocation460.79 Mil2.20%———0.470%$5,000No LoadOpen
Schwab Target 2025SWHRXTarget-Date 2025452.21 Mil2.53%3848420.340%—No LoadOpen
JHancock Multimanager 2020 Lifetime 1JLDOXTarget-Date 2020452.10 Mil3.52%5624350.590%—No LoadOpen
American Century One Choice 2060 InvARGVXTarget-Date 2060451.78 Mil1.52%9895—0.900%$2,500No LoadOpen
Voya Solution 2045 Port SISRSXTarget-Date 2045451.26 Mil2.90%7661671.000%—No LoadOpen
Goldman Sachs Enhanced Div Glbl Eq PGAFPXGlobal Large-Stock Blend430.40 Mil2.06%2662—0.920%—No LoadOpen
TIAA-CREF Lifecycle Retire Income RetailTLRRXModerately Conservative Allocation429.85 Mil3.19%3540310.620%$2,500No LoadOpen
TIAA-CREF Lifecycle Retire Income AdvTLRHXModerately Conservative Allocation429.85 Mil3.34%3133—0.450%—No LoadOpen
TIAA-CREF Lifecycle Retire Income PremTPILXModerately Conservative Allocation428.00 Mil3.27%3337240.520%—No LoadOpen
T. Rowe Price Target 2040TRHRXTarget-Date 2040426.15 Mil1.59%7657530.580%$2,500No LoadOpen
T. Rowe Price Target 2040 AdvisorPAHHXTarget-Date 2040426.15 Mil1.42%8675710.830%$2,500No LoadOpen
American Funds Tax-Exempt Presv Port F2TXEFXMuni National Short420.89 Mil2.30%7543110.350%$250No LoadOpen
American Funds Tax-Exempt Presv Port F1TEPFXMuni National Short420.89 Mil2.01%8674190.630%$250No LoadOpen
T. Rowe Price Target 2045RPTFXTarget-Date 2045420.62 Mil1.39%7856460.610%$2,500No LoadOpen
T. Rowe Price Target 2045 AdvisorPAFFXTarget-Date 2045420.62 Mil1.17%8669600.860%$2,500No LoadOpen
Voya Solution 2025 Port SISZSXTarget-Date 2025418.72 Mil2.51%8462550.970%—No LoadOpen
GuideStone Funds Conservative Allc InvGFIZXConservative Allocation412.82 Mil2.94%2841580.910%$1,000No LoadOpen
MoA Moderate Allocation FundMAMOXModerate Allocation398.18 Mil2.10%3638320.300%$3,000No LoadOpen
Grant Park Multi Alternative Strats NGPANXSystematic Trend390.47 Mil1.67%9480611.740%$2,500No LoadOpen
American Century One Choice VryCnsrv InvAONIXConservative Allocation383.91 Mil2.89%3417190.710%$2,500No LoadOpen
JHancock Lifestyle Blend Mod Pft 1JLMOXModerately Conservative Allocation382.84 Mil2.90%4450350.700%—No LoadOpen
Empower Lifetime 2020 SvcMXAHXTarget-Date 2020373.85 Mil2.34%4356—0.900%—No LoadOpen
Empower Lifetime 2020 InvMXAGXTarget-Date 2020373.85 Mil2.54%4046—0.800%—No LoadOpen
JHancock 2055 Lifetime Blend Pft 1JLKZXTarget-Date 2055372.63 Mil1.97%6560420.360%—No LoadOpen
GMO Global Asset Allocation IGMOOXGlobal Allocation358.11 Mil5.18%56——0.780%—No LoadOpen
T. Rowe Price Target 2050 AdvisorPAOFXTarget-Date 2050343.93 Mil1.01%8254490.870%—No LoadOpen
T. Rowe Price Target 2050TRFOXTarget-Date 2050343.93 Mil1.29%6938250.620%$2,500No LoadOpen
Empower Lifetime 2050 InvMXBOXTarget-Date 2050343.68 Mil1.93%9093—0.920%—No LoadOpen
Empower Lifetime 2050 SvcMXBQXTarget-Date 2050343.68 Mil1.66%9195—1.020%—No LoadOpen
Columbia Capital Alloc Mod Cnsrv AdvCHWRXModerately Conservative Allocation342.64 Mil3.16%6562460.670%$2,000No LoadOpen
New Covenant Balanced GrowthNCBGXModerate Allocation341.89 Mil1.35%3725290.860%$500No LoadOpen
American Century One Choice VryAgrsv InvAOVIXAggressive Allocation335.56 Mil1.47%7250301.030%$2,500No LoadOpen
MoA Aggressive Allocation FundMAANXModerately Aggressive Allocation333.46 Mil1.99%2818140.310%$3,000No LoadOpen
Schwab Target 2020SWCRXTarget-Date 2020323.11 Mil2.74%5171710.290%—No LoadOpen
TIAA-CREF Lifecycle Index 2065 AdvisorTFIHXTarget-Date 2065+312.74 Mil1.83%16——0.180%—No LoadOpen
TIAA-CREF Lifecycle Index 2065 PremierTFIPXTarget-Date 2065+312.74 Mil1.78%17——0.250%—No LoadOpen
Russell Inv LifePoints Equity Gr Strat SRELSXModerately Aggressive Allocation311.30 Mil1.24%2373791.000%—No LoadOpen
TIAA-CREF Lifestyle Conservative AdvisorTLSHXModerately Conservative Allocation305.86 Mil2.88%3326—0.590%—No LoadOpen
TIAA-CREF Lifestyle Conservative PremierTLSPXModerately Conservative Allocation304.88 Mil2.84%3429220.640%—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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