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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 2050
0.570
71
59
Target-Date 2055
0.930
85
76
75
Target-Date 2060
0.580
Target-Date 2020
0.600
28
36
47
Target-Date 2025
0.600
56
76
61
Target-Date 2030
0.600
81
82
67
Target-Date 2035
0.620
90
88
68
Target-Date 2040
0.640
86
78
65
Target-Date 2045
0.650
90
84
67
Target-Date 2050
0.660
88
81
77
Target-Date 2055
0.660
92
83
89
Target-Date 2060
0.660
Target-Date 2015
0.750
88
85
92
Target-Date 2025
0.750
76
71
76
Target-Date 2035
0.750
80
67
82
Target-Date 2045
0.750
80
64
91
Target-Date 2055
0.750
80
60
Target-Date 2020
0.610
77
78
93
Target-Date 2025
0.660
66
78
87
Target-Date 2030
0.680
66
77
88
Target-Date 2035
0.700
71
81
90
Target-Date 2040
0.720
66
67
82
Target-Date 2045
0.740
68
54
74
Target-Date 2050
0.760
44
20
48
Target-Date 2055
0.780
20
3
Target-Date 2060
0.780
Target-Date Retirement
0.580
58
53
55
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
98
Target-Date 2020
0.490
85
Target-Date 2025
0.490
80
Target-Date 2030
0.490
88
Target-Date 2035
0.490
92
Target-Date 2040
0.490
91
Target-Date 2045
0.490
94
Target-Date 2050
0.490
90
Target-Date 2055
0.490
87
Target-Date 2060
0.490
89
Target-Date 2065+
0.490
83
Target-Date Retirement
0.490
50
Target-Date 2000-2010
0.370
34
56
Target-Date 2015
0.370
38
50
Target-Date 2020
0.360
31
38
Target-Date 2025
0.350
18
16
Target-Date 2025
0.400
94
94
93
Target-Date 2030
0.330
16
16
Target-Date 2030
0.410
79
87
78
Target-Date 2035
0.320
21
18
Target-Date 2035
0.410
68
82
64
Target-Date 2040
0.320
23
17
Target-Date 2040
0.410
70
74
63
Target-Date 2045
0.320
25
23
Target-Date 2045
0.420
69
77
61
Target-Date 2050
0.320
31
36
Target-Date 2050
0.430
69
75
70
Target-Date 2055
0.320
35
41
Target-Date 2055
0.390
69
77
Target-Date 2060
0.320
39
52
Target-Date 2060
0.380
72
85
Target-Date 2065+
0.720
Target-Date 2065+
0.880
Target-Date Retirement
0.380
94
95
91
Target-Date 2000-2010
0.550
27
27
29
Target-Date 2015
0.570
17
18
33
Target-Date 2020
0.590
17
11
27
Target-Date 2065+
0.710
Target-Date 2020
0.510
83
80
69
Target-Date 2025
0.530
73
68
44
Target-Date 2030
0.540
71
66
44
Target-Date 2035
0.550
55
54
38
Target-Date 2040
0.560
45
47
42
Target-Date 2045
0.560
42
50
32
Target-Date 2050
0.560
51
60
42
Target-Date 2055
0.550
52
68
Target-Date 2060
0.440
55
Target-Date 2020
0.190
79
79
Target-Date 2025
0.190
68
69
Target-Date 2030
0.290
68
69
Target-Date 2035
0.190
64
69
Target-Date 2040
0.290
68
69
Target-Date 2045
0.190
58
71
Target-Date 2050
0.190
65
71
Target-Date 2055
0.190
66
79
Target-Date 2060
0.190
71
Target-Date Retirement
0.500
38
26
16
Target-Date Retirement
0.190
33
25
Target-Date 2020
0.520
80
90
86
Target-Date 2025
0.490
78
85
Target-Date 2030
0.530
57
52
31
Target-Date 2035
0.560
28
26
Target-Date 2040
0.570
35
32
24
Target-Date 2045
0.580
42
38

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