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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 2055
0.730
63
62
Target-Date 2060
0.530
65
68
Target-Date Retirement
0.710
34
31
38
Target-Date 2000-2010
0.350
12
Target-Date 2000-2010
0.350
1
Target-Date 2015
0.390
5
Target-Date 2020
0.410
4
Target-Date 2025
0.450
1
Target-Date 2030
0.480
6
Target-Date 2035
0.490
10
Target-Date 2040
0.500
10
Target-Date 2045
0.500
5
Target-Date 2050
0.510
9
Target-Date 2055
0.510
11
Target-Date 2060
0.510
11
Allocation--30% to 50% Equity
0.330
20
Target-Date 2015
0.450
87
83
32
Target-Date 2020
0.390
57
58
13
Target-Date 2025
0.380
44
35
8
Target-Date 2030
0.360
26
25
8
Target-Date 2035
0.340
26
25
7
Target-Date 2040
0.330
27
32
11
Target-Date 2045
0.340
39
48
16
Target-Date 2050
0.340
48
52
Target-Date 2055
0.380
46
Target-Date 2060
0.330
Target-Date 2065+
0.340
Target-Date Retirement
0.470
63
66
23
Target-Date 2025
0.400
70
53
59
Target-Date 2030
0.410
63
51
49
Target-Date 2035
0.410
62
54
51
Target-Date 2040
0.400
60
57
49
Target-Date 2045
0.400
61
58
38
Target-Date 2050
0.400
64
58
49
Target-Date 2055
0.650
70
69
52
Target-Date 2060
0.400
67
67
Target-Date 2065+
0.410
Target-Date Retirement
0.390
20
10
5
Target-Date 2015
0.550
1
Target-Date 2020
0.550
1
Target-Date 2025
0.560
4
Target-Date 2030
0.570
5
Target-Date 2035
0.580
3
Target-Date 2040
0.590
8
Target-Date 2045
0.590
3
Target-Date 2050
0.600
3
Target-Date 2055
0.600
8
Target-Date 2060
0.600
1
Target-Date 2060
0.140
Target-Date 2025
0.300
26
32
Target-Date 2030
0.250
41
39
Target-Date 2035
0.220
57
55
Target-Date 2040
0.190
61
64
Target-Date 2045
0.160
60
72
Target-Date 2050
0.140
60
70
Target-Date 2055
0.130
65
80
Target-Date Retirement
0.340
2
1
Target-Date 2000-2010
0.480
67
59
50
Target-Date 2015
0.510
37
36
54
Target-Date 2020
0.510
29
24
34
Target-Date 2025
0.540
20
16
24
Target-Date 2030
0.570
23
28
38
Target-Date 2035
0.600
27
33
41
Target-Date 2040
0.620
29
42
44
Target-Date 2045
0.670
29
44
32
Target-Date 2050
0.680
30
37
27
Target-Date 2055
0.700
30
30
30
Target-Date 2060
0.710
27
35
Target-Date 2065+
0.760
25
Target-Date 2015
0.380
50
57
Target-Date 2020
0.380
32
48
Target-Date 2025
0.380
31
37
Target-Date 2030
0.390
32
44
Target-Date 2035
0.400
37
49
Target-Date 2040
0.410
48
56
Target-Date 2045
0.420
50
59
Target-Date 2050
0.420
46
54
Target-Date 2055
0.430
47
48
Target-Date 2060
0.430
40
46
Target-Date 2065+
0.430
30
Target-Date Retirement
0.370
55
70
Target-Date Retirement
0.460
46
54
41
Target-Date 2015
0.400
88
Target-Date 2020
0.400
74
Target-Date 2025
0.400
80
Target-Date 2030
0.400
74
Target-Date 2035
0.400
75
Target-Date 2040
0.400
78
Target-Date 2045
0.400
80
Target-Date 2050
0.400
80
Target-Date 2055
0.400
82
Target-Date 2060
0.400
81
Target-Date 2065+
0.400
Target-Date Retirement
0.400
40
Target-Date 2025
0.450
Target-Date 2030
0.450
Target-Date 2035
0.450
Target-Date 2040
0.450
Target-Date 2045
0.450
Target-Date 2050
0.450

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