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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 2040
0.400
34
51
Target-Date 2045
0.450
40
61
79
Target-Date 2050
0.400
28
52
Target-Date 2055
0.400
8
27
Target-Date 2060
0.400
Target-Date Retirement
0.320
77
85
52
Target-Date 2020
0.400
61
81
Target-Date 2025
0.250
93
77
Target-Date 2030
0.270
94
81
78
Target-Date 2035
0.260
87
64
Target-Date 2040
0.270
62
51
66
Target-Date 2045
0.250
67
53
Target-Date 2050
0.270
66
58
44
Target-Date 2055
0.250
72
56
Target-Date 2060
0.250
61
Target-Date 2020
0.270
91
74
95
Target-Date 2015
0.750
87
87
97
Target-Date 2025
0.750
75
74
81
Target-Date 2035
0.740
74
72
77
Target-Date 2045
0.720
71
66
83
Target-Date 2055
0.750
70
68
86
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
94
Target-Date 2020
0.490
80
Target-Date 2025
0.490
84
Target-Date 2030
0.490
89
Target-Date 2035
0.490
88
Target-Date 2040
0.490
93
Target-Date 2045
0.490
99
Target-Date 2050
0.490
96
Target-Date 2055
0.490
94
Target-Date 2060
0.490
95
Target-Date 2065+
0.490
88
Target-Date Retirement
0.490
45
Target-Date 2000-2010
0.370
56
39
Target-Date 2015
0.370
61
63
Target-Date 2020
0.360
56
49
Target-Date 2025
0.350
26
27
Target-Date 2025
0.400
86
89
92
Target-Date 2030
0.330
21
28
Target-Date 2030
0.410
87
87
86
Target-Date 2035
0.320
25
28
Target-Date 2035
0.410
90
86
82
Target-Date 2040
0.320
21
23
Target-Date 2040
0.410
87
83
81
Target-Date 2045
0.320
24
26
Target-Date 2045
0.420
90
83
84
Target-Date 2050
0.320
25
29
Target-Date 2050
0.430
89
83
83
Target-Date 2055
0.320
26
33
Target-Date 2055
0.390
89
84
Target-Date 2060
0.320
31
37
Target-Date 2060
0.380
87
83
Target-Date 2065+
0.320
Target-Date 2065+
0.380
Target-Date Retirement
0.380
85
88
93
Target-Date 2000-2010
0.550
14
29
31
Target-Date 2015
0.570
25
28
30
Target-Date 2020
0.590
20
38
26
Target-Date 2025
0.610
10
29
14
Target-Date 2030
0.620
10
38
15
Target-Date 2035
0.640
18
46
19
Target-Date 2040
0.630
14
43
27
Target-Date 2045
0.630
18
49
27
Target-Date 2050
0.650
24
54
30
Target-Date 2055
0.600
20
53
Target-Date 2060
0.590
23
60
Target-Date 2065+
0.640
Target-Date 2020
0.470
83
88
75
Target-Date 2025
0.480
80
82
40
Target-Date 2030
0.490
82
80
37
Target-Date 2035
0.510
53
70
33
Target-Date 2040
0.520
48
66
29
Target-Date 2045
0.520
41
64
29
Target-Date 2050
0.520
44
67
31
Target-Date 2055
0.520
48
70
42
Target-Date 2060
0.420
49
68
Target-Date 2015
0.190
98
97
Target-Date 2020
0.190
82
86
78
Target-Date 2025
0.190
79
77
51
Target-Date 2030
0.290
81
80
53
Target-Date 2035
0.190
70
70
44
Target-Date 2040
0.290
76
75
46
Target-Date 2045
0.190
70
72
42
Target-Date 2050
0.190
70
69
51
Target-Date 2055
0.190
78
74
60
Target-Date 2060
0.190
79
71
Target-Date Retirement
0.460
58
57
26
Target-Date Retirement
0.190
52
47
28
Target-Date 2065+
0.670
Target-Date 2065+
0.440
Target-Date 2025
0.470
40
27
Target-Date 2030
0.510
15
5
10
Target-Date 2035
0.550
2
2
Target-Date 2040
0.560
8
2
9
Target-Date 2045
0.570
7
1
Target-Date 2050
0.570
7
1
6
Target-Date 2055
0.570
7
1
Target-Date 2060
0.570
7
1
Target-Date 2065+
0.580

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