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Moderate Target Risk Index?

edited August 2011 in Fund Discussions
My mother's financial planner has her in several funds that M* summary says the benchmark index is the M* moderate target risk. Which index fund would mimick that category? Thanks.


  • I'd look at Vanguard Balanced Index (VBINX). It trails the moderate target risk benchmark, but seems to move pretty much in sync with it. Vanguard STAR (VGSTX) tracks it a bit more closely and is an excellent balanced fund-of-Vanguard funds.

    I checked Morningstar for "moderate allocation" index funds and came up only with VBINX. I also checked a number of more-or-less balanced, more-or-less index funds (Fidelity Four-in-One, TIAA-CREF Managed Allocation) and didn't find anything that tracked the moderate risk benchmark more closely than STAR.

    For what it's worth,

  • Thanks David
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