Skip to Content

Target Date Funds

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Target-Date 2020
0.650
86
Target-Date 2025
0.650
90
Target-Date 2030
0.650
95
Target-Date 2035
0.650
98
Target-Date 2040
0.650
96
Target-Date 2045
0.650
98
Target-Date 2050
0.650
99
Target-Date 2055
0.660
100
Target-Date 2060
0.660
96
Target-Date 2025
0.570
69
82
75
Target-Date 2030
0.590
71
82
71
Target-Date 2035
0.620
82
93
81
Target-Date 2040
0.640
73
91
75
Target-Date 2045
0.670
68
86
62
Target-Date 2050
0.690
44
66
47
Target-Date 2055
0.690
35
61
41
Target-Date 2060
0.540
32
59
Target-Date 2065+
0.540
Target-Date 2015
0.230
Target-Date 2020
0.230
Target-Date 2025
0.830
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 Retirement
0.550
10
6
1
Target-Date 2000-2010
0.350
52
37
24
Target-Date 2015
0.350
37
42
22
Target-Date 2020
0.360
46
51
10
Target-Date 2025
0.380
23
22
3
Target-Date 2030
0.400
20
11
2
Target-Date 2060
0.450
10
1
Target-Date 2065+
0.400
Target-Date 2025
0.250
Target-Date 2030
0.250
Target-Date 2035
0.250
Target-Date 2040
0.250
Target-Date 2045
0.250
Target-Date 2050
0.250
Target-Date 2055
0.250
Target-Date 2060
0.250
Target-Date 2065+
0.250
Target-Date Retirement
0.250
Target-Date 2025
0.400
39
29
64
Target-Date 2030
0.650
47
29
66
Target-Date 2035
0.400
33
23
56
Target-Date 2040
0.650
41
26
63
Target-Date 2045
0.400
35
17
40
Target-Date 2050
0.400
35
16
43
Target-Date 2055
0.400
30
19
27
Target-Date 2060
0.400
52
Target-Date 2065+
0.400
Target-Date Retirement
0.650
3
3
9
Target-Date 2025
0.090
47
62
60
Target-Date 2030
0.090
43
60
56
Target-Date 2035
0.090
34
52
55
Target-Date 2040
0.090
31
43
48
Target-Date 2045
0.090
26
38
32
Target-Date 2050
0.090
21
26
17
Target-Date 2055
0.090
25
30
18
Target-Date 2060
0.090
27
36
Target-Date 2065+
0.090
Target-Date Retirement
0.090
4
7
6
Target-Date 2020
0.450
91
Target-Date 2025
0.450
86
Target-Date 2030
0.450
83
Target-Date 2035
0.450
71
Target-Date 2040
0.450
38
Target-Date 2045
0.450
18
Target-Date 2050
0.450
4
Target-Date 2055
0.450
3
Target-Date 2060
0.450
4
Target-Date 2000-2010
0.190
16
78
Target-Date 2015
0.180
5
86
Target-Date 2020
0.190
3
74
Target-Date 2025
0.190
1
51
Target-Date 2030
0.210
4
36
Target-Date 2035
0.230
25
43
Target-Date 2040
0.230
82
62
Target-Date 2045
0.220
67
37
Target-Date 2050
0.220
52
23
Target-Date 2055
0.220
53
27
Target-Date 2060
0.220
60
30
Target-Date 2065+
0.240
Target-Date Retirement
0.200
60
80
Target-Date 2000-2010
0.470
83
81
84
Target-Date 2000-2010
0.500
52
27
45
Target-Date 2015
0.540
29
5
46
Target-Date 2020
0.590
16
4
47
Target-Date 2025
0.630
18
7
30
Target-Date 2030
0.670
18
5
37
Target-Date 2035
0.720
12
1
22

Sponsor Center