Advertisement
Skip to Content

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 %
Multistrategy
1.300%
70%
85%
Target-Date 2020
0.650%
77%
79%
Target-Date 2025
0.650%
77%
74%
Target-Date 2030
0.650%
86%
79%
Target-Date 2035
0.650%
90%
88%
Target-Date 2040
0.650%
93%
80%
Target-Date 2045
0.650%
96%
86%
Target-Date 2050
0.650%
96%
81%
Target-Date 2055
0.650%
94%
83%
Target-Date 2060
0.650%
86%
64%
Moderate Allocation
0.750%
99%
99%
98%
Multistrategy
1.370%
Tactical Allocation
1.880%
99%
93%
77%
Tactical Allocation
1.850%
72%
78%
Tactical Allocation
1.870%
76%
77%
Large Blend
1.980%
Moderate Allocation
1.130%
47%
77%
89%
Target-Date 2015
0.600%
88%
79%
Target-Date 2020
0.600%
74%
67%
Target-Date 2025
0.600%
63%
46%
Target-Date 2030
0.600%
67%
27%
Target-Date 2035
0.600%
85%
40%
Target-Date 2040
0.600%
90%
69%
Target-Date 2045
0.600%
90%
69%
Target-Date 2050
0.600%
91%
62%
Target-Date 2055
0.600%
92%
58%
Target-Date 2060
0.600%
94%
66%
Target-Date 2065+
0.600%
Target-Date Retirement
0.600%
58%
42%
Moderate Allocation
0.950%
43%
51%
31%
Moderately Conservative Allocation
0.900%
35%
25%
13%
Aggressive Allocation
1.770%
90%
24%
37%
Moderately Conservative Allocation
1.850%
88%
67%
72%
Moderately Aggressive Allocation
1.790%
91%
73%
70%
Conservative Allocation
1.800%
91%
86%
90%
Moderate Allocation
1.800%
95%
77%
75%
Large Blend
1.570%
93%
98%
89%
Target-Date 2025
0.570%
61%
57%
67%
Target-Date 2030
0.590%
84%
72%
75%
Target-Date 2035
0.620%
88%
81%
77%
Target-Date 2040
0.640%
90%
84%
79%
Target-Date 2045
0.670%
92%
79%
69%
Target-Date 2050
0.690%
90%
64%
57%
Target-Date 2055
0.690%
86%
59%
51%
Target-Date 2060
0.540%
78%
45%
Target-Date 2065+
0.540%
Target-Date 2015
0.230%
Target-Date 2020
0.230%
Target-Date 2025
0.230%
Target-Date 2030
0.230%
Target-Date 2035
0.230%
Target-Date 2040
0.230%
Target-Date 2045
0.230%
Target-Date 2050
0.230%
Target-Date 2055
0.230%
Target-Date 2060
0.230%
Target-Date 2065+
0.230%
Target-Date Retirement
0.550%
1%
2%
1%
Moderately Aggressive Allocation
0.930%
38%
38%
31%
Moderately Conservative Allocation
0.790%
15%
22%
18%
Moderate Allocation
0.870%
41%
50%
45%
Aggressive Allocation
1.040%
43%
29%
20%
Conservative Allocation
0.690%
16%
12%
12%
Moderately Conservative Allocation
0.410%
8%
6%
2%
Target-Date 2000-2010
0.330%
20%
1%
1%
Target-Date 2015
0.350%
17%
1%
1%
Target-Date 2020
0.350%
40%
4%
2%
Target-Date 2025
0.370%
33%
2%
1%
Target-Date 2030
0.380%
35%
3%
1%
Target-Date 2035
0.400%
23%
1%
1%
Target-Date 2040
0.410%
32%
1%
1%
Target-Date 2045
0.420%
62%
4%
1%
Target-Date 2050
0.430%
76%
5%
1%
Target-Date 2055
0.380%
83%
12%
1%
Target-Date 2060
0.430%
87%
13%
Target-Date 2065+
0.380%
85%
Moderately Conservative Allocation
0.350%
7%
6%
5%
Conservative Allocation
0.730%
19%
11%
Moderately Conservative Allocation
0.730%
25%
16%
Moderately Conservative Allocation
0.750%
9%
8%
1%
Moderate Allocation
0.790%
45%
39%
Moderately Aggressive Allocation
0.830%
64%
Moderately Aggressive Allocation
1.570%
Short-Term Bond
0.750%
44%
58%
Global Large-Stock Growth
0.500%
46%
64%
63%
Aggressive Allocation
0.430%
73%
12%
2%
Moderately Aggressive Allocation
0.390%
47%
20%
10%
Moderate Allocation
0.390%
44%
31%
24%
Short-Term Bond
0.320%
82%
34%
45%
Moderately Conservative Allocation
0.310%
65%
18%
Moderate Allocation
1.330%
74%
69%
Moderate Allocation
0.930%
95%
72%
Muni National Short
0.350%
60%
20%
11%
Nontraditional Bond
2.330%
83%
77%
Long-Short Equity
2.210%
61%
11%
Long-Short Equity
2.320%
86%
Aggressive Allocation
1.090%
70%
55%
70%
Moderately Conservative Allocation
1.140%
48%
70%
69%
Conservative Allocation
1.140%
47%
69%
66%
Moderately Aggressive Allocation
1.090%
64%
72%
76%

Sponsor Center