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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 2045
0.450
73
Target-Date 2050
0.450
51
Target-Date 2055
0.450
45
Target-Date 2060
0.450
45
Target-Date 2000-2010
0.190
4
25
Target-Date 2015
0.180
1
15
Target-Date 2020
0.190
1
18
Target-Date 2025
0.190
1
10
Target-Date 2030
0.210
1
8
Target-Date 2035
0.220
8
27
Target-Date 2040
0.230
45
54
Target-Date 2045
0.230
7
16
Target-Date 2050
0.230
1
6
Target-Date 2055
0.230
1
7
Target-Date 2060
0.230
1
7
Target-Date 2065+
0.230
Target-Date Retirement
0.190
27
57
Target-Date 2000-2010
0.470
86
82
82
Target-Date 2000-2010
0.500
62
53
45
Target-Date 2015
0.540
40
19
48
Target-Date 2020
0.590
26
12
46
Target-Date 2025
0.630
28
19
31
Target-Date 2030
0.670
32
20
32
Target-Date 2035
0.720
19
12
20
Target-Date 2040
0.750
9
13
29
Target-Date 2045
0.750
27
27
35
Target-Date 2050
0.750
31
30
37
Target-Date 2055
0.750
35
37
40
Target-Date 2060
0.750
41
44
Target-Date 2065+
0.500
Target-Date Retirement
0.470
79
73
75
Target-Date 2000-2010
0.460
87
86
36
Target-Date 2015
0.460
82
91
46
Target-Date Retirement
0.450
89
89
50
Target-Date 2000-2010
0.000
80
Target-Date 2000-2010
0.000
57
Target-Date 2015
0.000
31
Target-Date 2020
0.000
17
Target-Date 2025
0.000
18
Target-Date 2030
0.000
19
Target-Date 2035
0.000
3
Target-Date 2040
0.000
3
Target-Date 2045
0.000
4
Target-Date 2050
0.000
4
Target-Date 2055
0.000
6
Target-Date 2060
0.000
11
Target-Date Retirement
0.000
76
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
84
81
80
Target-Date 2000-2010
0.500
60
51
43
Target-Date 2015
0.540
36
23
40
Target-Date 2020
0.590
21
11
40
Target-Date 2025
0.630
21
22
27
Target-Date 2030
0.670
25
23
27
Target-Date 2035
0.720
5
12
17
Target-Date 2040
0.750
5
13
21
Target-Date 2045
0.750
12
27
32
Target-Date 2050
0.750
13
27
32
Target-Date 2055
0.750
17
37
35
Target-Date 2060
0.750
24
43
Target-Date 2065+
0.500
Target-Date 2015
0.280
42
Target-Date 2020
0.290
25
Target-Date 2025
0.300
26
Target-Date 2030
0.320
26
Target-Date 2035
0.330
6
Target-Date 2040
0.340
4
Target-Date 2045
0.340
10
Target-Date 2050
0.340
9
Target-Date 2055
0.340
15
Target-Date 2065+
0.340
Target-Date Retirement
0.260
83
Target-Date 2000-2010
0.260
89
Target-Date 2000-2010
0.270
62
Target-Date 2060
0.340
20
Target-Date Retirement
0.470
80
77
73
Target-Date 2000-2010
0.120
94
91
92
Target-Date 2000-2010
0.120
68
65
69
Target-Date 2015
0.120
61
33
73
Target-Date 2020
0.120
39
19
61
Target-Date 2025
0.120
39
29
48
Target-Date 2030
0.120
42
27
44
Target-Date 2035
0.120
28
13
32
Target-Date 2040
0.120
18
10
37
Target-Date 2045
0.120
32
23
40
Target-Date 2050
0.120
42
23
48
Target-Date 2055
0.120
43
31
48
Target-Date 2060
0.120
54
36
Target-Date 2065+
0.080
Target-Date Retirement
0.120
88
84
84
Target-Date 2020
0.470
66
68
50
Target-Date 2025
0.480
65
75
42
Target-Date 2030
0.280
Target-Date 2000-2010
0.490
76
76
22
Target-Date 2015
0.540
74
73
21
Target-Date 2020
0.580
55
56
24
Target-Date 2025
0.620
Target-Date Retirement
0.460
83
80
23
Target-Date 2060
0.400
Target-Date 2020
0.400
77
82

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