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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 2060
0.660
Target-Date 2015
0.750
93
79
92
Target-Date 2025
0.750
78
71
74
Target-Date 2035
0.750
81
63
79
Target-Date 2045
0.750
81
62
87
Target-Date 2055
0.750
79
57
Target-Date 2020
0.610
74
74
91
Target-Date 2025
0.660
57
69
86
Target-Date 2030
0.680
57
71
87
Target-Date 2035
0.700
53
69
87
Target-Date 2040
0.720
39
50
79
Target-Date 2045
0.740
44
43
66
Target-Date 2050
0.760
28
14
31
Target-Date 2055
0.780
5
1
Target-Date 2060
0.780
Target-Date Retirement
0.580
44
51
53
Target-Date 2000-2010
0.490
Target-Date 2015
0.490
97
Target-Date 2020
0.490
84
Target-Date 2025
0.490
85
Target-Date 2030
0.490
89
Target-Date 2035
0.490
92
Target-Date 2040
0.490
91
Target-Date 2045
0.490
93
Target-Date 2055
0.490
76
Target-Date 2060
0.490
87
Target-Date 2065+
0.490
68
Target-Date Retirement
0.490
50
Target-Date 2050
0.490
89
Target-Date 2000-2010
0.370
51
47
Target-Date 2015
0.370
49
43
Target-Date 2020
0.360
44
39
Target-Date 2020
0.380
83
89
89
Target-Date 2025
0.350
27
15
Target-Date 2025
0.400
93
93
92
Target-Date 2030
0.330
23
18
Target-Date 2030
0.410
82
85
77
Target-Date 2035
0.320
28
19
Target-Date 2035
0.410
73
81
64
Target-Date 2040
0.320
27
21
Target-Date 2040
0.410
70
74
65
Target-Date 2045
0.320
28
23
Target-Date 2045
0.420
70
76
61
Target-Date 2050
0.320
35
33
Target-Date 2050
0.430
69
74
Target-Date 2055
0.320
38
37
Target-Date 2055
0.390
69
78
Target-Date 2060
0.320
42
52
Target-Date 2060
0.380
74
82
Target-Date 2065+
0.720
Target-Date 2065+
0.880
Target-Date Retirement
0.380
93
95
89
Target-Date 2000-2010
0.550
44
25
34
Target-Date 2015
0.570
33
16
43
Target-Date 2020
0.590
24
10
32
Target-Date 2065+
0.710
Target-Date 2020
0.510
84
75
67
Target-Date 2025
0.530
76
69
39
Target-Date 2030
0.540
77
63
40
Target-Date 2035
0.550
64
49
30
Target-Date 2040
0.560
62
44
34
Target-Date 2045
0.560
57
50
26
Target-Date 2050
0.560
62
59
32
Target-Date 2055
0.550
62
63
Target-Date 2020
0.190
81
75
Target-Date 2025
0.190
72
66
Target-Date 2030
0.290
71
68
Target-Date 2035
0.190
67
60
Target-Date 2040
0.290
70
62
Target-Date 2045
0.190
66
66
Target-Date 2050
0.190
69
67
Target-Date 2055
0.190
70
75
Target-Date 2060
0.190
73
Target-Date Retirement
0.500
41
22
17
Target-Date Retirement
0.190
37
20
Target-Date 2020
0.520
82
89
83
Target-Date 2025
0.540
76
82
Target-Date 2030
0.570
60
45
32
Target-Date 2035
0.590
35
27
Target-Date 2040
0.590
46
32
26
Target-Date 2045
0.600
51
35
Target-Date 2050
0.600
55
44
24
Target-Date 2055
0.600
57
53
Target-Date 2060
0.600
59
Target-Date Retirement
0.520
22
35
32
Target-Date 2020
0.690
75
64
73
Target-Date 2025
0.680
60
36
50
Target-Date 2030
0.730
59
38
53
Target-Date 2035
0.860
65
53
69
Target-Date 2040
0.760
65
63
74
Target-Date 2045
0.850
62
71
76
Target-Date 2050
0.750
65
60
71

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