Skip to Content

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 2000-2010
0.000
41
Target-Date 2015
0.000
19
Target-Date 2020
0.000
11
Target-Date 2025
0.000
10
Target-Date 2030
0.000
11
Target-Date 2035
0.000
8
Target-Date 2040
0.000
4
Target-Date 2045
0.000
10
Target-Date 2050
0.000
16
Target-Date 2055
0.000
16
Target-Date 2060
0.000
18
Target-Date Retirement
0.000
72
Target-Date 2065+
0.000
Target-Date 2000-2010
0.470
90
80
80
Target-Date 2000-2010
0.500
58
17
42
Target-Date 2015
0.540
26
6
42
Target-Date 2020
0.590
18
5
39
Target-Date 2025
0.630
17
6
27
Target-Date 2030
0.670
19
5
31
Target-Date 2035
0.720
14
1
22
Target-Date 2040
0.750
12
3
31
Target-Date 2045
0.750
16
6
31
Target-Date 2050
0.750
22
9
40
Target-Date 2055
0.750
25
11
Target-Date 2060
0.750
24
19
Target-Date 2065+
0.500
Target-Date 2015
0.280
Target-Date 2020
0.290
Target-Date 2025
0.300
Target-Date 2030
0.320
Target-Date 2035
0.330
Target-Date 2040
0.340
Target-Date 2045
0.340
Target-Date 2050
0.340
Target-Date 2055
0.340
Target-Date 2065+
0.340
Target-Date Retirement
0.260
Target-Date 2000-2010
0.260
Target-Date 2000-2010
0.270
Target-Date 2060
0.340
Target-Date Retirement
0.470
83
75
72
Target-Date 2000-2010
0.120
92
95
92
Target-Date 2000-2010
0.120
64
58
68
Target-Date 2015
0.120
28
27
71
Target-Date 2020
0.120
20
18
66
Target-Date 2025
0.120
21
28
47
Target-Date 2030
0.120
21
17
45
Target-Date 2035
0.120
18
10
34
Target-Date 2040
0.120
15
14
44
Target-Date 2045
0.120
21
20
42
Target-Date 2050
0.120
29
27
58
Target-Date 2055
0.120
28
29
Target-Date 2060
0.120
28
36
Target-Date 2065+
0.080
Target-Date Retirement
0.120
88
86
83
Target-Date 2020
0.470
63
52
43
Target-Date 2025
0.480
65
51
38
Target-Date 2030
0.280
Target-Date 2000-2010
0.500
81
43
25
Target-Date 2015
0.550
70
33
18
Target-Date 2020
0.590
46
22
27
Target-Date 2025
0.630
Target-Date Retirement
0.460
86
61
29
Target-Date 2060
0.450
Target-Date 2020
0.400
93
83
Target-Date 2030
0.400
81
78
Target-Date 2040
0.400
63
82
Target-Date 2050
0.400
61
86
Target-Date 2055
0.400
63
89
Target-Date Retirement
0.290
66
67
65
Target-Date 2025
0.260
61
Target-Date 2030
0.270
67
88
59
Target-Date 2035
0.260
56
Target-Date 2040
0.260
35
85
54
Target-Date 2045
0.260
47
Target-Date 2050
0.270
58
85
45
Target-Date 2055
0.250
59
Target-Date 2060
0.250
Target-Date 2020
0.270
48
87
80
Target-Date 2015
0.800
58
58
57
Target-Date 2020
0.470
42
Target-Date 2025
0.840
63
55
36
Target-Date 2030
0.520
58
Target-Date 2035
0.890
66
55
42
Target-Date 2040
0.560
59
Target-Date 2045
0.920
75
66
47
Target-Date 2050
0.570
66
Target-Date 2055
0.930
81
72
57
Target-Date 2060
0.580
Target-Date 2020
0.600
23
37
41
Target-Date 2025
0.600
52
77
58
Target-Date 2030
0.600
73
80
64
Target-Date 2035
0.620
85
85
58
Target-Date 2040
0.640
73
67
57
Target-Date 2045
0.650
85
77
57
Target-Date 2050
0.660
82
71
67
Target-Date 2055
0.660
90
74
75

Sponsor Center

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.