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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
82
77
Target-Date 2025
0.650
83
74
Target-Date 2030
0.650
91
82
Target-Date 2035
0.650
96
93
Target-Date 2040
0.650
95
91
Target-Date 2045
0.650
97
94
Target-Date 2050
0.650
97
91
Target-Date 2055
0.650
99
89
Target-Date 2060
0.650
92
78
Target-Date 2015
0.680
87
57
Target-Date 2020
0.680
73
48
Target-Date 2025
0.680
63
41
Target-Date 2030
0.680
68
44
Target-Date 2035
0.680
85
60
Target-Date 2040
0.680
92
81
Target-Date 2045
0.680
93
85
Target-Date 2050
0.680
93
82
Target-Date 2055
0.680
94
83
Target-Date 2060
0.680
97
86
Target-Date Retirement
0.680
51
25
Target-Date 2000-2010
0.600
98
98
99
Target-Date 2015
0.140
91
94
97
Target-Date 2020
0.600
90
92
99
Target-Date 2025
0.140
81
84
89
Target-Date 2030
0.490
92
94
89
Target-Date 2035
0.140
89
91
87
Target-Date 2040
0.600
92
94
91
Target-Date 2045
0.140
91
94
77
Target-Date 2050
0.140
89
92
80
Target-Date 2055
0.140
93
96
80
Target-Date 2060
0.140
90
92
Target-Date Retirement
0.600
76
84
95
Target-Date 2025
0.570
62
74
69
Target-Date 2030
0.590
74
82
75
Target-Date 2035
0.620
85
91
84
Target-Date 2040
0.640
86
91
82
Target-Date 2045
0.670
88
90
67
Target-Date 2050
0.690
77
73
57
Target-Date 2055
0.690
69
69
50
Target-Date 2060
0.540
60
58
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
3
5
1
Target-Date 2000-2010
0.330
16
11
1
Target-Date 2020
0.350
25
20
2
Target-Date 2025
0.360
14
11
1
Target-Date 2060
0.430
30
3
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
59
28
65
Target-Date 2030
0.590
63
30
72
Target-Date 2035
0.340
48
19
56
Target-Date 2040
0.590
54
20
67
Target-Date 2045
0.340
49
9
45
Target-Date 2050
0.340
34
10
35
Target-Date 2055
0.340
24
5
28
Target-Date 2060
0.340
56
Target-Date 2065+
0.340
Target-Date Retirement
0.590
8
4
10
Target-Date 2025
0.090
60
55
61
Target-Date 2030
0.090
55
50
54
Target-Date 2035
0.090
46
43
52
Target-Date 2040
0.090
37
29
43
Target-Date 2045
0.090
29
11
26
Target-Date 2050
0.090
9
11
14
Target-Date 2055
0.090
14
11
12
Target-Date 2060
0.090
18
11
Target-Date 2065+
0.090
Target-Date Retirement
0.090
6
7
5
Target-Date 2020
0.450
95
Target-Date 2025
0.450
93
Target-Date 2030
0.450
95
Target-Date 2035
0.450
91
Target-Date 2040
0.450
83

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