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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
79
Target-Date 2025
0.650
86
Target-Date 2030
0.650
90
Target-Date 2035
0.650
98
Target-Date 2040
0.650
97
Target-Date 2045
0.650
99
Target-Date 2050
0.650
99
Target-Date 2055
0.660
99
Target-Date 2060
0.660
96
Target-Date 2015
0.680
38
13
Target-Date 2020
0.680
40
10
Target-Date 2025
0.680
29
11
Target-Date 2030
0.680
39
15
Target-Date 2035
0.680
67
27
Target-Date 2040
0.680
87
54
Target-Date 2045
0.680
90
58
Target-Date 2050
0.680
89
60
Target-Date 2055
0.680
91
64
Target-Date 2060
0.680
91
70
Target-Date Retirement
0.680
18
11
Target-Date 2000-2010
0.600
83
98
99
Target-Date 2015
0.140
91
94
97
Target-Date 2020
0.600
88
93
99
Target-Date 2025
0.140
84
86
89
Target-Date 2030
0.490
90
93
90
Target-Date 2035
0.140
92
94
84
Target-Date 2040
0.600
93
94
91
Target-Date 2045
0.140
93
95
87
Target-Date 2050
0.140
93
93
83
Target-Date 2055
0.140
96
97
86
Target-Date 2060
0.140
96
93
Target-Date Retirement
0.600
69
83
95
Target-Date 2025
0.570
68
77
76
Target-Date 2030
0.590
80
83
77
Target-Date 2035
0.620
89
93
81
Target-Date 2040
0.640
89
91
78
Target-Date 2045
0.670
89
91
66
Target-Date 2050
0.690
75
77
54
Target-Date 2055
0.690
66
67
48
Target-Date 2060
0.540
56
61
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
4
6
1
Target-Date 2000-2010
0.330
39
25
6
Target-Date 2015
0.340
44
30
6
Target-Date 2020
0.350
52
37
5
Target-Date 2025
0.360
35
13
2
Target-Date 2060
0.430
11
1
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
0.400
47
33
66
Target-Date 2030
0.650
50
32
67
Target-Date 2035
0.400
37
22
56
Target-Date 2040
0.650
34
24
64
Target-Date 2045
0.400
25
8
42
Target-Date 2050
0.400
22
6
34
Target-Date 2055
0.400
15
7
25
Target-Date 2060
0.400
45
Target-Date 2065+
0.400
Target-Date Retirement
0.650
4
4
9
Target-Date 2025
0.090
59
58
63
Target-Date 2030
0.090
59
58
60
Target-Date 2035
0.090
46
48
55
Target-Date 2040
0.090
38
31
50
Target-Date 2045
0.090
28
18
33
Target-Date 2050
0.090
15
9
16
Target-Date 2055
0.090
22
14
16
Target-Date 2060
0.090
27
16
Target-Date 2065+
0.090
Target-Date Retirement
0.090
6
8
5
Target-Date 2020
0.450
96
Target-Date 2025
0.450
93
Target-Date 2030
0.450
96
Target-Date 2035
0.450
90
Target-Date 2040
0.450
82

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