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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 2055
0.400
24
43
Target-Date 2060
0.400
28
46
Target-Date 2065+
0.400
Target-Date Retirement
0.400
2
1
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
96
96
94
Target-Date 2030
0.650
89
98
88
Target-Date 2035
0.650
82
96
69
Target-Date 2040
0.650
61
87
57
Target-Date 2045
0.650
45
83
33
Target-Date 2050
0.650
32
72
24
Target-Date 2055
0.650
19
70
19
Target-Date 2060
0.650
14
64
Target-Date 2065+
0.900
Target-Date Retirement
0.630
97
98
89
Target-Date 2000-2010
0.310
62
66
71
Target-Date 2000-2010
0.080
55
34
Target-Date 2015
0.330
78
81
88
Target-Date 2015
0.080
60
55
Target-Date 2020
0.340
73
77
66
Target-Date 2020
0.080
66
55
Target-Date 2025
0.430
55
72
40
Target-Date 2025
0.080
43
26
Target-Date 2030
0.500
61
78
41
Target-Date 2030
0.080
44
22
Target-Date 2035
0.560
72
89
49
Target-Date 2035
0.080
51
33
Target-Date 2040
0.600
80
91
51
Target-Date 2040
0.080
55
33
Target-Date 2045
0.640
84
96
Target-Date 2045
0.080
50
34
Target-Date 2050
0.670
78
93
Target-Date 2050
0.080
48
25
Target-Date 2055
0.680
81
95
Target-Date 2055
0.080
42
21
Target-Date 2060
0.690
79
92
Target-Date 2060
0.080
40
19
Target-Date 2065+
0.680
Target-Date 2065+
0.080
Target-Date 2020
0.090
19
10
Target-Date 2025
0.090
12
5
Target-Date 2030
0.090
27
13
Target-Date 2035
0.090
45
24
Target-Date 2040
0.090
51
29
Target-Date 2045
0.090
53
38
Target-Date 2050
0.090
54
36
Target-Date 2055
0.090
59
41
Target-Date 2060
0.090
59
44
Target-Date 2065+
0.090
Target-Date Retirement
0.090
4
4
Target-Date 2000-2010
0.490
27
28
37
Target-Date 2000-2010
0.490
10
10
6
Target-Date 2015
0.510
11
11
4
Target-Date 2020
0.530
8
5
1
Target-Date 2025
0.550
4
4
2
Target-Date 2030
0.580
7
12
7
Target-Date 2035
0.590
21
19
8
Target-Date 2040
0.600
26
20
7
Target-Date 2045
0.620
25
17
9
Target-Date 2050
0.630
26
17
5
Target-Date 2055
0.640
30
21
8
Target-Date 2060
0.640
35
27
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
20
19
Target-Date 2000-2010
0.340
6
6
Target-Date 2015
0.360
5
1
Target-Date 2020
0.370
3
1
Target-Date 2025
0.390
3
3
Target-Date 2030
0.410
5
7
Target-Date 2035
0.420
15
11
Target-Date 2040
0.430
19
13
Target-Date 2045
0.440
16
15
Target-Date 2050
0.450
18
15
Target-Date 2055
0.460
23
13
Target-Date 2060
0.460
27
14
Target-Date 2065+
0.460
Target-Date 2020
0.530
6
8
Target-Date 2000-2010
0.450
17
24

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