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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
88
71
Target-Date 2025
0.650
91
66
Target-Date 2030
0.650
97
72
Target-Date 2035
0.650
100
79
Target-Date 2040
0.650
99
69
Target-Date 2045
0.650
98
72
Target-Date 2050
0.650
99
67
Target-Date 2055
0.650
100
65
Target-Date 2060
0.650
94
49
Target-Date 2015
0.600
92
68
Target-Date 2020
0.600
79
63
Target-Date 2025
0.600
56
32
Target-Date 2030
0.600
46
20
Target-Date 2035
0.600
56
27
Target-Date 2040
0.600
82
58
Target-Date 2045
0.600
78
59
Target-Date 2050
0.600
72
54
Target-Date 2055
0.600
69
51
Target-Date 2060
0.600
72
58
Target-Date 2065+
0.600
Target-Date Retirement
0.600
68
35
Target-Date 2025
0.570
47
54
69
Target-Date 2030
0.590
61
66
74
Target-Date 2035
0.620
73
73
73
Target-Date 2040
0.640
77
75
76
Target-Date 2045
0.670
78
68
60
Target-Date 2050
0.690
59
49
40
Target-Date 2055
0.690
54
46
37
Target-Date 2060
0.540
45
30
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
2
2
1
Target-Date 2000-2010
0.330
1
1
1
Target-Date 2060
0.430
14
6
Target-Date 2065+
0.380
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
0.340
49
24
67
Target-Date 2030
0.590
55
33
71
Target-Date 2035
0.340
42
16
53
Target-Date 2040
0.590
57
27
72
Target-Date 2045
0.340
44
19
44
Target-Date 2050
0.340
57
27
45
Target-Date 2055
0.340
49
19
36
Target-Date 2060
0.340
68
53
Target-Date 2065+
0.340
Target-Date Retirement
0.590
19
12
10
Target-Date 2025
0.090
64
56
60
Target-Date 2030
0.090
62
53
61
Target-Date 2035
0.090
59
43
52
Target-Date 2040
0.090
56
34
44
Target-Date 2045
0.090
45
24
30
Target-Date 2050
0.090
40
16
22
Target-Date 2055
0.090
36
14
14
Target-Date 2060
0.090
47
17
Target-Date 2065+
0.090
Target-Date Retirement
0.090
21
17
6
Target-Date 2020
0.430
53
Target-Date 2025
0.430
31
Target-Date 2030
0.430
31
Target-Date 2035
0.430
17
Target-Date 2040
0.430
9
Target-Date 2045
0.430
2
Target-Date 2050
0.430
1
Target-Date 2055
0.430
1
Target-Date 2060
0.430
1
Target-Date 2000-2010
0.190
1
1
Target-Date 2015
0.180
9
10
Target-Date 2020
0.190
50
28
Target-Date 2025
0.190
71
44
Target-Date 2030
0.210
79
59
Target-Date 2035
0.220
78
64
Target-Date 2040
0.230
33
47

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