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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
85
Target-Date 2025
0.650
87
Target-Date 2030
0.650
95
Target-Date 2035
0.650
98
Target-Date 2040
0.650
95
Target-Date 2045
0.650
98
Target-Date 2050
0.650
99
Target-Date 2055
0.660
100
Target-Date 2060
0.660
97
Target-Date 2025
0.570
74
84
63
Target-Date 2030
0.590
78
89
63
Target-Date 2035
0.620
88
94
70
Target-Date 2040
0.640
84
91
68
Target-Date 2045
0.670
78
91
47
Target-Date 2050
0.690
60
66
36
Target-Date 2055
0.690
51
65
32
Target-Date 2060
0.540
40
66
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
47
61
6
Target-Date 2015
0.350
44
59
8
Target-Date 2020
0.360
53
57
3
Target-Date 2025
0.380
35
34
1
Target-Date 2030
0.400
27
19
1
Target-Date 2060
0.450
11
4
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
35
32
57
Target-Date 2030
0.650
41
37
63
Target-Date 2035
0.400
29
24
50
Target-Date 2040
0.650
33
26
67
Target-Date 2045
0.400
30
16
42
Target-Date 2050
0.400
27
15
42
Target-Date 2055
0.400
25
18
40
Target-Date 2060
0.400
44
Target-Date 2065+
0.400
Target-Date Retirement
0.650
4
4
6
Target-Date 2025
0.090
48
63
52
Target-Date 2030
0.090
45
60
49
Target-Date 2035
0.090
32
55
50
Target-Date 2040
0.090
31
44
46
Target-Date 2045
0.090
23
38
31
Target-Date 2050
0.090
20
31
27
Target-Date 2055
0.090
22
33
22
Target-Date 2060
0.090
25
39
Target-Date 2065+
0.090
Target-Date Retirement
0.090
5
8
4
Target-Date 2020
0.500
93
Target-Date 2025
0.500
91
Target-Date 2030
0.500
88
Target-Date 2035
0.500
82
Target-Date 2040
0.500
58
Target-Date 2045
0.500
27
Target-Date 2050
0.500
5
Target-Date 2055
0.500
4
Target-Date 2060
0.500
5
Target-Date 2000-2010
0.190
63
86
Target-Date 2015
0.180
42
95
Target-Date 2020
0.190
39
74
Target-Date 2025
0.190
25
61
Target-Date 2030
0.210
21
44
Target-Date 2035
0.230
43
49
Target-Date 2040
0.230
83
64
Target-Date 2045
0.220
62
36
Target-Date 2050
0.220
50
25
Target-Date 2055
0.220
49
29
Target-Date 2060
0.220
58
34
Target-Date 2065+
0.240
Target-Date Retirement
0.200
81
84
Target-Date 2000-2010
0.470
85
80
82
Target-Date 2000-2010
0.500
54
22
42
Target-Date 2015
0.540
24
7
40
Target-Date 2020
0.590
14
6
40
Target-Date 2025
0.630
14
9
27
Target-Date 2030
0.670
15
7
30
Target-Date 2035
0.720
9
1
20

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