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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 2020
0.470
78
83
88
Target-Date 2025
0.490
72
66
Target-Date 2030
0.530
46
29
15
Target-Date 2035
0.560
14
7
Target-Date 2040
0.570
21
7
10
Target-Date 2045
0.580
15
4
Target-Date 2050
0.580
14
10
9
Target-Date 2055
0.580
17
12
Target-Date 2060
0.580
19
4
Target-Date Retirement
0.470
21
23
32
Target-Date 2020
0.680
74
73
73
Target-Date 2025
0.680
62
50
51
Target-Date 2030
0.720
65
55
51
Target-Date 2035
0.850
67
61
65
Target-Date 2040
0.760
65
59
75
Target-Date 2045
0.850
64
60
67
Target-Date 2050
0.750
66
54
64
Target-Date 2055
0.730
70
54
Target-Date 2060
0.530
68
54
Target-Date Retirement
0.700
22
29
43
Target-Date 2000-2010
0.340
12
Target-Date 2000-2010
0.340
1
Target-Date 2015
0.360
5
Target-Date 2020
0.370
4
Target-Date 2025
0.390
3
Target-Date 2030
0.410
4
Target-Date 2035
0.420
12
Target-Date 2040
0.430
16
Target-Date 2045
0.440
11
Target-Date 2050
0.450
10
Target-Date 2055
0.460
15
Target-Date 2060
0.460
19
Allocation--30% to 50% Equity
0.340
21
Target-Date 2015
0.440
86
83
34
Target-Date 2020
0.390
63
53
15
Target-Date 2025
0.370
45
40
8
Target-Date 2030
0.340
17
20
7
Target-Date 2035
0.330
19
23
6
Target-Date 2040
0.300
12
27
6
Target-Date 2045
0.310
21
43
9
Target-Date 2050
0.300
20
51
Target-Date 2055
0.330
13
51
Target-Date 2060
0.400
6
Target-Date 2065+
0.270
Target-Date Retirement
0.440
65
62
29
Target-Date 2025
0.430
68
76
52
Target-Date 2030
0.430
69
75
47
Target-Date 2035
0.420
71
81
50
Target-Date 2040
0.420
70
76
51
Target-Date 2045
0.410
78
77
42
Target-Date 2050
0.410
76
78
44
Target-Date 2055
0.660
83
85
59
Target-Date 2060
0.660
79
84
Target-Date 2060
0.410
73
74
Target-Date 2065+
0.390
Target-Date Retirement
0.430
20
18
3
Target-Date 2015
0.550
15
4
Target-Date 2020
0.550
11
1
Target-Date 2025
0.560
26
5
Target-Date 2030
0.570
28
3
Target-Date 2035
0.580
31
4
Target-Date 2040
0.590
34
4
Target-Date 2045
0.590
39
3
Target-Date 2050
0.600
41
3
Target-Date 2055
0.600
55
3
Target-Date 2060
0.600
34
1
Target-Date 2065+
0.600
Target-Date 2025
0.290
8
14
Target-Date 2030
0.240
20
24
Target-Date 2035
0.210
37
36
Target-Date 2040
0.180
37
43
Target-Date 2045
0.150
48
49
Target-Date 2050
0.130
45
47
Target-Date 2055
0.120
49
53
Target-Date 2060
0.130
Target-Date Retirement
0.330
1
1
Target-Date 2000-2010
0.530
64
67
52
Target-Date 2015
0.550
51
44
52
Target-Date 2020
0.560
32
24
43
Target-Date 2025
0.580
22
17
28
Target-Date 2030
0.600
31
29
36
Target-Date 2035
0.630
43
33
45
Target-Date 2040
0.640
51
36
51
Target-Date 2045
0.650
54
41
46
Target-Date 2050
0.660
52
34
36
Target-Date 2055
0.670
40
24
38
Target-Date 2060
0.680
37
22
Target-Date 2065+
0.740
24
Target-Date 2015
0.380
40
51
Target-Date 2020
0.380
24
34
Target-Date 2025
0.380
12
26
Target-Date 2030
0.380
14
35
Target-Date 2035
0.400
29
42
Target-Date 2040
0.410
29
47
Target-Date 2045
0.420
26
46
Target-Date 2050
0.420
13
41
Target-Date 2055
0.430
6
33
Target-Date 2060
0.430
3
25
Target-Date 2065+
0.410
1
Target-Date Retirement
0.370
55
66

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