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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 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
Target-Date 2055
0.450
Target-Date 2060
0.450
Target-Date Retirement
0.450
Target-Date 2025
0.650
97
98
98
Target-Date 2030
0.650
99
99
97
Target-Date 2035
0.650
99
99
95
Target-Date 2040
0.650
99
99
86
Target-Date 2045
0.650
99
98
71
Target-Date 2050
0.650
96
93
60
Target-Date 2055
0.650
96
94
46
Target-Date 2060
0.650
92
89
Target-Date 2065+
0.650
Target-Date Retirement
0.650
99
98
96
Target-Date 2000-2010
0.320
49
70
56
Target-Date 2000-2010
0.080
28
Target-Date 2015
0.330
62
88
80
Target-Date 2015
0.080
41
Target-Date 2020
0.350
71
69
56
Target-Date 2020
0.080
60
Target-Date 2025
0.460
68
58
31
Target-Date 2025
0.080
36
Target-Date 2030
0.530
66
63
36
Target-Date 2030
0.080
31
Target-Date 2035
0.590
83
73
38
Target-Date 2035
0.080
40
Target-Date 2040
0.640
85
73
38
Target-Date 2040
0.080
48
Target-Date 2045
0.680
90
75
Target-Date 2045
0.080
46
Target-Date 2050
0.700
85
66
Target-Date 2050
0.080
44
Target-Date 2055
0.720
87
66
Target-Date 2055
0.080
38
Target-Date 2060
0.740
83
Target-Date 2060
0.080
37
Target-Date 2065+
0.690
Target-Date 2065+
0.080
Target-Date 2020
0.090
25
41
Target-Date 2025
0.090
5
10
Target-Date 2030
0.090
2
10
Target-Date 2035
0.090
11
16
Target-Date 2040
0.090
17
19
Target-Date 2045
0.090
14
15
Target-Date 2050
0.090
12
18
Target-Date 2055
0.090
13
21
Target-Date 2060
0.090
13
27
Target-Date 2065+
0.090
Target-Date Retirement
0.090
14
21
Target-Date 2000-2010
0.520
3
2
2
Target-Date 2015
0.550
6
2
1
Target-Date 2020
0.570
4
2
1
Target-Date 2065+
0.960
Target-Date 2000-2010
0.370
10
10
Target-Date 2000-2010
0.370
1
1
Target-Date 2015
0.400
4
1
Target-Date 2020
0.420
3
1
Target-Date 2025
0.460
1
1
Target-Date 2030
0.490
1
1
Target-Date 2035
0.500
5
4
Target-Date 2040
0.510
6
5
Target-Date 2045
0.510
1
1
Target-Date 2050
0.520
5
3
Target-Date 2055
0.520
3
4
Target-Date 2060
0.520
3
4
Target-Date 2065+
0.520
Target-Date 2020
0.570
7
Target-Date 2000-2010
0.470
29
38
Target-Date 2000-2010
0.470
22
33
Target-Date 2015
0.480
32
41
Target-Date 2020
0.530
39
55
Target-Date 2025
0.580
37
44
Target-Date 2030
0.620
44
49
Target-Date 2035
0.660
41
47
Target-Date 2040
0.690
35
44
Target-Date 2045
0.700
28
35
Target-Date 2050
0.710
24
24
Target-Date 2055
0.710
18
13
Target-Date 2060
0.710
10
11
Target-Date 2065+
0.520
Target-Date 2000-2010
0.620
55
24
15
Target-Date 2015
0.630
54
25
24
Target-Date 2020
0.640
61
27
31
Target-Date 2025
0.660
60
29
22
Target-Date 2030
0.670
61
32
25
Target-Date 2035
0.680
64
31
29
Target-Date 2040
0.690
63
27
27
Target-Date 2045
0.450
44
10
10
Target-Date 2050
0.450
49
14
13

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