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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Target Retirement 2035 Fund | VTTHX | Target-Date 2035 | 93.16 Bil | 2.43% | 29 | 46 | 35 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2030 Fund | VTHRX | Target-Date 2030 | 89.87 Bil | 2.56% | 22 | 34 | 23 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2040 Fund | VFORX | Target-Date 2040 | 82.52 Bil | 2.33% | 44 | 47 | 43 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2045 Fund | VTIVX | Target-Date 2045 | 80.10 Bil | 2.21% | 39 | 41 | 35 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2025 Fund | VTTVX | Target-Date 2025 | 74.62 Bil | 2.69% | 19 | 29 | 16 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement 2050 Fund | VFIFX | Target-Date 2050 | 67.23 Bil | 2.15% | 31 | 38 | 30 | 0.080% | $1,000 | No Load | Open |
Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 64.97 Bil | 4.08% | 29 | 23 | — | 0.190% | — | No Load | Open |
American Funds 2030 Trgt Date Retire F2 | FBETX | Target-Date 2030 | 47.52 Bil | 2.17% | 7 | 6 | 3 | 0.420% | $250 | No Load | Open |
American Funds 2030 Trgt Date Retire F1 | FAETX | Target-Date 2030 | 47.52 Bil | 1.92% | 15 | 20 | 5 | 0.690% | $250 | No Load | Open |
American Funds 2035 Trgt Date Retire F2 | FBFTX | Target-Date 2035 | 45.55 Bil | 1.89% | 8 | 2 | 1 | 0.440% | $250 | No Load | Open |
American Funds 2035 Trgt Date Retire F1 | FAQTX | Target-Date 2035 | 45.55 Bil | 1.65% | 13 | 11 | 6 | 0.710% | $250 | No Load | Open |
Vanguard Target Retirement 2055 Fund | VFFVX | Target-Date 2055 | 44.64 Bil | 2.12% | 35 | 44 | 36 | 0.080% | $1,000 | No Load | Open |
Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 43.87 Bil | 4.21% | 51 | 43 | 32 | 0.350% | — | No Load | Open |
American Funds 2040 Trgt Date Retire F2 | FBGTX | Target-Date 2040 | 41.63 Bil | 1.63% | 8 | 6 | 1 | 0.460% | $250 | No Load | Open |
American Funds 2040 Trgt Date Retire F1 | FAUTX | Target-Date 2040 | 41.63 Bil | 1.39% | 11 | 12 | 9 | 0.730% | $250 | No Load | Open |
Vanguard Target Retirement 2020 Fund | VTWNX | Target-Date 2020 | 36.93 Bil | 2.84% | 43 | 43 | 33 | 0.080% | $1,000 | No Load | Open |
Vanguard Target Retirement Income Fund | VTINX | Target-Date Retirement | 35.14 Bil | 3.08% | 44 | 47 | 31 | 0.080% | $1,000 | No Load | Open |
American Funds 2045 Trgt Date Retire F1 | FATTX | Target-Date 2045 | 34.74 Bil | 1.29% | 28 | 21 | 7 | 0.730% | $250 | No Load | Open |
American Funds 2045 Trgt Date Retire F2 | FBHTX | Target-Date 2045 | 34.74 Bil | 1.53% | 14 | 13 | 1 | 0.460% | $250 | No Load | Open |
American Funds 2025 Trgt Date Retire F2 | FBDTX | Target-Date 2025 | 33.36 Bil | 2.57% | 6 | 7 | 6 | 0.410% | $250 | No Load | Open |
American Funds 2025 Trgt Date Retire F1 | FAPTX | Target-Date 2025 | 33.36 Bil | 2.31% | 16 | 26 | 21 | 0.680% | $250 | No Load | Open |
Strategic Advisers Fidelity Intl | FUSIX | Foreign Large Blend | 32.96 Bil | 2.48% | 32 | 14 | 13 | 0.380% | — | No Load | Open |
Fidelity Freedom 2030 | FFFEX | Target-Date 2030 | 32.04 Bil | 1.80% | 63 | 20 | 9 | 0.660% | — | No Load | Open |
American Funds 2050 Trgt Date Retire F1 | FAITX | Target-Date 2050 | 31.12 Bil | 1.20% | 44 | 31 | 8 | 0.740% | $250 | No Load | Open |
American Funds 2050 Trgt Date Retire F2 | FBITX | Target-Date 2050 | 31.12 Bil | 1.44% | 26 | 15 | 1 | 0.470% | $250 | No Load | Open |
T. Rowe Price Retirement 2030 Advisor | PARCX | Target-Date 2030 | 29.96 Bil | 1.64% | 29 | 3 | 4 | 0.820% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2030 | TRRCX | Target-Date 2030 | 29.96 Bil | 1.83% | 16 | 1 | 2 | 0.570% | $2,500 | No Load | Open |
Fidelity Freedom 2040 | FFFFX | Target-Date 2040 | 27.71 Bil | 1.26% | 31 | 5 | 9 | 0.740% | — | No Load | Open |
Fidelity Freedom 2035 | FFTHX | Target-Date 2035 | 27.13 Bil | 1.56% | 49 | 9 | 10 | 0.700% | — | No Load | Open |
Vanguard Target Retirement 2060 Fund | VTTSX | Target-Date 2060 | 24.88 Bil | 2.07% | 39 | 48 | 36 | 0.080% | $1,000 | No Load | Open |
T. Rowe Price Retirement 2040 Advisor | PARDX | Target-Date 2040 | 23.44 Bil | 1.21% | 53 | 18 | 15 | 0.850% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2040 | TRRDX | Target-Date 2040 | 23.44 Bil | 1.39% | 41 | 13 | 11 | 0.600% | $2,500 | No Load | Open |
Vanguard STAR Inv | VGSTX | Moderate Allocation | 22.65 Bil | 2.12% | 77 | 29 | 25 | 0.310% | $1,000 | No Load | Open |
T. Rowe Price Retirement 2035 | TRRJX | Target-Date 2035 | 22.35 Bil | 1.57% | 19 | 10 | 7 | 0.590% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2035 Advisor | PARKX | Target-Date 2035 | 22.35 Bil | 1.37% | 38 | 14 | 12 | 0.840% | $2,500 | No Load | Open |
Fidelity Freedom 2025 | FFTWX | Target-Date 2025 | 21.85 Bil | 2.03% | 64 | 20 | 13 | 0.610% | — | No Load | Open |
American Funds 2055 Trgt Date Retire F2 | FBJTX | Target-Date 2055 | 21.59 Bil | 1.35% | 31 | 21 | 1 | 0.470% | $250 | No Load | Open |
American Funds 2055 Trgt Date Retire F1 | FAJTX | Target-Date 2055 | 21.59 Bil | 1.11% | 44 | 36 | 7 | 0.740% | $250 | No Load | Open |
Vanguard LifeStrategy Growth Inv | VASGX | Moderately Aggressive Allocation | 20.47 Bil | 2.27% | 40 | 27 | 26 | 0.140% | $3,000 | No Load | Open |
Fidelity Freedom Index 2040 Investor | FBIFX | Target-Date 2040 | 20.39 Bil | 1.92% | 31 | 20 | 19 | 0.120% | — | No Load | Open |
Vanguard LifeStrategy Mod Gr Inv Shrs | VSMGX | Moderate Allocation | 20.31 Bil | 2.56% | 66 | 62 | 51 | 0.130% | $3,000 | No Load | Open |
Fidelity Freedom Index 2030 Investor | FXIFX | Target-Date 2030 | 20.16 Bil | 2.24% | 60 | 56 | 31 | 0.120% | — | No Load | Open |
Fidelity Freedom Index 2035 Investor | FIHFX | Target-Date 2035 | 20.13 Bil | 2.06% | 48 | 30 | 17 | 0.120% | — | No Load | Open |
T. Rowe Price Retirement 2025 | TRRHX | Target-Date 2025 | 19.97 Bil | 2.16% | 7 | 1 | 1 | 0.540% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2025 Advisor | PARJX | Target-Date 2025 | 19.97 Bil | 1.93% | 20 | 3 | 5 | 0.790% | $2,500 | No Load | Open |
Strategic Advisers International | FILFX | Foreign Large Blend | 19.70 Bil | 2.56% | 46 | 18 | 18 | 0.480% | — | No Load | Open |
Fidelity Freedom 2045 | FFFGX | Target-Date 2045 | 19.70 Bil | 1.20% | 36 | 8 | 11 | 0.750% | — | No Load | Open |
American Funds Growth Portfolio 529-F-2 | FGPGX | Aggressive Allocation | 18.55 Bil | — | 13 | — | — | 0.520% | $250 | No Load | Open |
American Funds Growth Portfolio F2 | GWPEX | Aggressive Allocation | 18.55 Bil | 0.87% | 12 | 3 | 1 | 0.490% | $250 | No Load | Open |
American Funds Growth Portfolio 529-F-3 | FPGGX | Aggressive Allocation | 18.55 Bil | — | 12 | — | — | 0.450% | $250 | 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.