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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 Retirement
0.510
60
62
52
Target-Date 2015
0.400
19
35
Target-Date 2020
0.400
21
41
Target-Date 2025
0.400
28
46
Target-Date 2030
0.400
24
33
Target-Date 2035
0.400
25
32
Target-Date 2040
0.400
31
36
Target-Date 2045
0.400
42
47
Target-Date 2050
0.400
47
49
Target-Date 2055
0.400
44
51
Target-Date 2060
0.400
40
53
Target-Date 2065+
0.400
Target-Date Retirement
0.400
5
10
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
Target-Date 2055
0.450
Target-Date 2060
0.450
Target-Date 2065+
0.450
Target-Date Retirement
0.450
Target-Date 2025
0.650
97
98
98
Target-Date 2030
0.650
99
99
96
Target-Date 2035
0.650
99
99
94
Target-Date 2040
0.650
98
98
83
Target-Date 2045
0.650
92
97
63
Target-Date 2050
0.650
87
92
51
Target-Date 2055
0.650
85
87
41
Target-Date 2060
0.650
74
80
Target-Date 2065+
0.900
Target-Date Retirement
0.650
99
98
96
Target-Date 2000-2010
0.310
52
59
59
Target-Date 2000-2010
0.080
44
38
Target-Date 2015
0.330
68
70
85
Target-Date 2015
0.080
59
56
Target-Date 2020
0.340
70
71
70
Target-Date 2020
0.080
60
60
Target-Date 2025
0.430
56
58
38
Target-Date 2025
0.080
42
36
Target-Date 2030
0.500
59
62
40
Target-Date 2030
0.080
35
33
Target-Date 2035
0.560
67
74
44
Target-Date 2035
0.080
42
40
Target-Date 2040
0.600
73
79
47
Target-Date 2040
0.080
43
39
Target-Date 2045
0.640
80
82
Target-Date 2045
0.080
47
40
Target-Date 2050
0.670
71
77
Target-Date 2050
0.080
33
34
Target-Date 2055
0.680
72
75
Target-Date 2055
0.080
28
22
Target-Date 2060
0.690
68
71
Target-Date 2060
0.080
22
21
Target-Date 2065+
0.680
Target-Date 2065+
0.080
Target-Date 2020
0.090
29
21
Target-Date 2035
0.090
24
16
Target-Date 2040
0.090
28
24
Target-Date 2045
0.090
33
24
Target-Date 2050
0.090
26
17
Target-Date 2055
0.090
33
24
Target-Date 2060
0.090
36
30
Target-Date 2065+
0.090
Target-Date Retirement
0.090
11
14
Target-Date 2000-2010
0.490
19
13
30
Target-Date 2000-2010
0.490
8
2
3
Target-Date 2015
0.510
6
5
1
Target-Date 2020
0.530
7
5
1
Target-Date 2025
0.550
5
1
2
Target-Date 2030
0.580
5
4
3
Target-Date 2035
0.590
16
8
8
Target-Date 2040
0.600
20
10
7
Target-Date 2045
0.620
16
9
4
Target-Date 2050
0.630
16
14
5
Target-Date 2055
0.640
23
16
8
Target-Date 2060
0.640
27
16
Target-Date 2065+
0.640
Target-Date 2000-2010
0.190
Target-Date 2000-2010
0.190
Target-Date 2015
0.200
Target-Date 2020
0.210
Target-Date 2025
0.220
Target-Date 2030
0.230
Target-Date 2035
0.240
Target-Date 2040
0.240
Target-Date 2045
0.250
Target-Date 2050
0.250
Target-Date 2055
0.260
Target-Date 2060
0.260
Target-Date 2065+
0.260
Target-Date 2000-2010
0.340
15
8
Target-Date 2000-2010
0.340
7
1
Target-Date 2015
0.360
4
1
Target-Date 2020
0.370
3
4
Target-Date 2025
0.390
3
1
Target-Date 2030
0.410
4
1

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