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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 2030
0.400
70
71
Target-Date 2040
0.400
57
62
Target-Date 2050
0.400
56
60
Target-Date 2055
0.400
59
65
Target-Date Retirement
0.320
62
71
51
Target-Date 2025
0.250
73
79
Target-Date 2030
0.270
80
83
70
Target-Date 2035
0.260
74
79
Target-Date 2040
0.270
46
59
59
Target-Date 2045
0.250
60
64
Target-Date 2050
0.270
62
64
42
Target-Date 2055
0.250
65
63
Target-Date 2060
0.250
63
Target-Date 2020
0.270
71
78
83
Target-Date 2015
0.800
44
52
51
Target-Date 2020
0.480
36
44
Target-Date 2025
0.850
54
62
34
Target-Date 2030
0.520
53
58
Target-Date 2035
0.890
70
75
40
Target-Date 2040
0.570
63
64
Target-Date 2045
0.920
82
84
54
Target-Date 2050
0.580
74
70
Target-Date 2055
0.920
86
90
70
Target-Date 2060
0.590
Target-Date 2015
0.750
89
89
92
Target-Date 2025
0.750
75
71
78
Target-Date 2035
0.740
74
69
81
Target-Date 2045
0.720
71
63
86
Target-Date 2055
0.750
68
57
86
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
92
Target-Date 2020
0.490
85
Target-Date 2025
0.490
89
Target-Date 2030
0.490
96
Target-Date 2035
0.490
94
Target-Date 2040
0.490
97
Target-Date 2045
0.490
99
Target-Date 2050
0.490
99
Target-Date 2055
0.490
97
Target-Date 2060
0.490
98
Target-Date 2065+
0.490
78
Target-Date Retirement
0.490
37
Target-Date 2000-2010
0.370
45
43
Target-Date 2015
0.370
41
40
Target-Date 2020
0.360
31
31
Target-Date 2025
0.350
10
13
Target-Date 2025
0.400
95
95
92
Target-Date 2030
0.330
8
13
Target-Date 2030
0.410
86
88
83
Target-Date 2035
0.320
13
17
Target-Date 2035
0.410
81
82
73
Target-Date 2040
0.320
10
17
Target-Date 2040
0.410
75
73
73
Target-Date 2045
0.320
13
22
Target-Date 2045
0.420
81
74
72
Target-Date 2050
0.320
15
25
Target-Date 2050
0.430
78
73
78
Target-Date 2055
0.320
22
34
Target-Date 2055
0.390
80
77
Target-Date 2060
0.320
25
40
Target-Date 2060
0.380
80
79
Target-Date 2065+
0.320
Target-Date 2065+
0.380
Target-Date Retirement
0.380
95
94
91
Target-Date 2000-2010
0.550
23
20
15
Target-Date 2015
0.570
11
16
12
Target-Date 2045
0.630
12
20
24
Target-Date 2050
0.650
22
29
27
Target-Date 2055
0.600
17
28
Target-Date 2060
0.590
24
31
Target-Date 2065+
0.640
Target-Date 2020
0.500
87
86
75
Target-Date 2025
0.510
77
78
53
Target-Date 2030
0.520
76
72
48
Target-Date 2035
0.540
54
61
38
Target-Date 2040
0.550
50
55
39
Target-Date 2045
0.550
42
53
36
Target-Date 2050
0.550
53
58
43
Target-Date 2055
0.550
56
60
42
Target-Date 2060
0.440
58
60
Target-Date 2015
0.190
98
97
Target-Date 2020
0.190
82
81
Target-Date 2025
0.190
73
71
Target-Date 2030
0.290
73
72
Target-Date 2035
0.190
68
65
Target-Date 2040
0.290
69
68
Target-Date 2045
0.190
66
63
Target-Date 2050
0.190
69
63
Target-Date 2055
0.190
75
70
Target-Date 2060
0.190
76
66
Target-Date Retirement
0.490
45
41
24
Target-Date Retirement
0.190
40
31

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