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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
0.400
85
Target-Date 2055
0.400
87
Target-Date 2060
0.400
84
Target-Date 2065+
0.400
Target-Date Retirement
0.400
39
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
98
97
98
Target-Date 2030
0.650
99
99
96
Target-Date 2035
0.650
99
98
94
Target-Date 2040
0.650
99
98
85
Target-Date 2045
0.650
99
98
63
Target-Date 2050
0.650
94
93
58
Target-Date 2055
0.650
95
87
57
Target-Date 2060
0.650
90
83
Target-Date 2065+
0.900
Target-Date Retirement
0.650
99
98
96
Target-Date 2000-2010
0.320
51
60
56
Target-Date 2000-2010
0.080
40
Target-Date 2015
0.330
63
74
80
Target-Date 2015
0.080
55
Target-Date 2020
0.350
71
69
61
Target-Date 2020
0.080
63
Target-Date 2025
0.460
61
51
31
Target-Date 2025
0.080
42
Target-Date 2030
0.530
62
52
37
Target-Date 2030
0.080
39
Target-Date 2035
0.590
77
61
38
Target-Date 2035
0.080
45
Target-Date 2040
0.640
80
57
37
Target-Date 2040
0.080
49
Target-Date 2045
0.680
83
58
Target-Date 2045
0.080
47
Target-Date 2050
0.700
80
52
Target-Date 2050
0.080
42
Target-Date 2055
0.720
82
51
Target-Date 2055
0.080
40
Target-Date 2060
0.740
75
Target-Date 2060
0.080
37
Target-Date 2065+
0.690
Target-Date 2065+
0.080
Target-Date 2020
0.090
27
42
Target-Date 2025
0.090
4
11
Target-Date 2030
0.090
2
11
Target-Date 2035
0.090
12
17
Target-Date 2040
0.090
19
21
Target-Date 2045
0.090
16
19
Target-Date 2050
0.090
10
21
Target-Date 2055
0.090
16
24
Target-Date 2060
0.090
15
28
Target-Date 2065+
0.090
Target-Date Retirement
0.090
15
22
Target-Date 2000-2010
0.490
13
25
28
Target-Date 2000-2010
0.490
3
2
1
Target-Date 2015
0.510
2
2
1
Target-Date 2020
0.530
4
2
1
Target-Date 2025
0.550
2
1
1
Target-Date 2030
0.580
3
1
2
Target-Date 2035
0.590
8
4
3
Target-Date 2040
0.600
8
4
3
Target-Date 2045
0.620
3
1
2
Target-Date 2050
0.630
3
2
4
Target-Date 2055
0.640
6
4
5
Target-Date 2060
0.640
7
3
Target-Date 2065+
0.890
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
9
13
Target-Date 2000-2010
0.340
1
1
Target-Date 2015
0.360
1
1
Target-Date 2020
0.370
3
1
Target-Date 2025
0.390
1
1
Target-Date 2030
0.410
1
1
Target-Date 2035
0.420
3
4
Target-Date 2040
0.430
6
3
Target-Date 2045
0.440
1
1
Target-Date 2050
0.450
3
1
Target-Date 2055
0.520
1
1
Target-Date 2060
0.460
4
1
Target-Date 2065+
0.460
Target-Date 2020
0.530
7

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