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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
0.580
51
47
25
Target-Date 2055
0.580
51
57
Target-Date 2060
0.580
54
Target-Date Retirement
0.470
22
36
37
Target-Date 2020
0.690
72
61
71
Target-Date 2025
0.680
54
32
47
Target-Date 2030
0.730
59
34
54
Target-Date 2035
0.860
65
47
67
Target-Date 2040
0.760
64
51
74
Target-Date 2045
0.850
62
67
70
Target-Date 2050
0.750
63
49
71
Target-Date 2055
0.730
64
56
Target-Date 2060
0.530
63
62
Target-Date Retirement
0.710
23
26
40
Target-Date 2000-2010
0.340
10
Target-Date 2000-2010
0.340
1
Target-Date 2015
0.360
1
Target-Date 2020
0.370
4
Target-Date 2025
0.390
1
Target-Date 2030
0.410
1
Target-Date 2035
0.420
8
Target-Date 2040
0.430
9
Target-Date 2045
0.440
4
Target-Date 2050
0.450
4
Target-Date 2055
0.460
7
Target-Date 2060
0.460
8
Allocation--30% to 50% Equity
0.330
21
Target-Date 2015
0.450
95
90
46
Target-Date 2020
0.390
68
61
13
Target-Date 2025
0.380
64
43
6
Target-Date 2030
0.360
56
33
9
Target-Date 2035
0.340
55
32
7
Target-Date 2040
0.330
52
41
10
Target-Date 2045
0.340
74
61
16
Target-Date 2050
0.340
77
63
Target-Date 2055
0.380
74
Target-Date 2060
0.330
Target-Date 2065+
0.340
Target-Date Retirement
0.470
71
75
34
Target-Date 2025
0.400
72
57
58
Target-Date 2030
0.410
63
57
47
Target-Date 2035
0.410
63
62
46
Target-Date 2040
0.400
63
58
51
Target-Date 2045
0.400
64
59
43
Target-Date 2050
0.400
68
60
51
Target-Date 2055
0.650
79
70
64
Target-Date 2060
0.400
70
70
Target-Date 2065+
0.410
Target-Date Retirement
0.390
23
11
9
Target-Date 2015
0.550
6
Target-Date 2020
0.550
1
Target-Date 2025
0.560
8
Target-Date 2030
0.570
6
Target-Date 2035
0.580
5
Target-Date 2040
0.590
11
Target-Date 2045
0.590
3
Target-Date 2050
0.600
1
Target-Date 2055
0.600
3
Target-Date 2060
0.600
1
Target-Date 2025
0.300
13
33
Target-Date 2030
0.250
22
41
Target-Date 2035
0.220
33
58
Target-Date 2040
0.190
45
69
Target-Date 2045
0.160
52
75
Target-Date 2050
0.140
53
70
Target-Date 2055
0.130
60
78
Target-Date 2060
0.140
Target-Date Retirement
0.340
1
1
Target-Date 2000-2010
0.480
65
53
50
Target-Date 2015
0.510
43
36
49
Target-Date 2020
0.510
26
25
39
Target-Date 2025
0.540
21
15
26
Target-Date 2030
0.570
24
23
37
Target-Date 2035
0.600
26
27
39
Target-Date 2040
0.620
30
36
44
Target-Date 2045
0.640
33
39
35
Target-Date 2050
0.650
30
30
29
Target-Date 2055
0.670
32
26
39
Target-Date 2060
0.680
29
26
Target-Date 2065+
0.740
1
Target-Date 2015
0.370
59
58
Target-Date 2020
0.370
45
50
Target-Date 2025
0.370
38
39
Target-Date 2030
0.380
40
48
Target-Date 2035
0.390
46
54
Target-Date 2040
0.410
57
59
Target-Date 2045
0.420
57
68
Target-Date 2050
0.420
57
56
Target-Date 2055
0.430
56
56
Target-Date 2060
0.430
55
59
Target-Date 2065+
0.400
12
Target-Date Retirement
0.360
59
68
Target-Date Retirement
0.460
50
55
50
Target-Date 2015
0.400
84
Target-Date 2020
0.400
72
Target-Date 2025
0.400
79
Target-Date 2030
0.400
75
Target-Date 2035
0.400
81
Target-Date 2040
0.400
81
Target-Date 2045
0.400
86

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