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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 2035
0.420
11
7
Target-Date 2040
0.430
14
7
Target-Date 2045
0.440
10
7
Target-Date 2050
0.450
8
9
Target-Date 2055
0.460
10
10
Target-Date 2060
0.460
16
10
Target-Date 2065+
0.460
Target-Date 2020
0.530
6
Target-Date 2000-2010
0.450
33
39
Target-Date 2000-2010
0.450
25
27
Target-Date 2015
0.470
33
43
Target-Date 2020
0.500
41
47
Target-Date 2025
0.520
33
46
Target-Date 2030
0.550
49
56
Target-Date 2035
0.570
56
61
Target-Date 2040
0.590
66
60
Target-Date 2045
0.610
63
56
Target-Date 2050
0.620
48
43
Target-Date 2055
0.630
32
19
Target-Date 2060
0.640
27
17
Target-Date 2065+
0.460
Target-Date 2000-2010
0.620
48
40
26
Target-Date 2015
0.630
52
42
28
Target-Date 2020
0.640
57
48
44
Target-Date 2025
0.660
51
48
30
Target-Date 2030
0.670
61
56
35
Target-Date 2035
0.680
64
59
38
Target-Date 2040
0.690
64
55
38
Target-Date 2045
0.450
43
30
15
Target-Date 2050
0.450
42
28
12
Target-Date 2055
0.450
36
25
15
Target-Date 2060
0.450
35
26
Target-Date 2065+
0.450
Target-Date 2000-2010
0.100
26
9
10
Target-Date 2015
0.100
19
8
11
Target-Date 2020
0.100
27
13
17
Target-Date 2025
0.100
24
17
14
Target-Date 2030
0.100
31
17
14
Target-Date 2035
0.100
39
28
11
Target-Date 2040
0.100
30
21
10
Target-Date 2045
0.100
17
8
5
Target-Date 2050
0.100
6
7
4
Target-Date 2055
0.100
4
4
4
Target-Date 2060
0.100
4
1
Target-Date 2065+
0.100
Allocation--30% to 50% Equity
0.100
33
26
29
Target-Date 2015
0.550
11
28
Target-Date 2020
0.550
99
99
Target-Date 2025
0.550
98
97
Target-Date 2030
0.550
52
67
Target-Date 2035
0.550
47
64
Target-Date 2040
0.550
55
65
Target-Date 2045
0.550
41
52
Target-Date 2050
0.550
17
42
Target-Date 2055
0.550
7
Target-Date 2060
0.550
16
Target-Date Retirement
0.550
15
21
Target-Date 2030
0.530
85
94
92
Target-Date 2040
0.550
91
97
97
Target-Date 2050
0.580
92
98
100
Target-Date 2060
0.650
96
100
Target-Date Retirement
0.490
49
54
57
Target-Date 2015
0.080
81
78
67
Target-Date 2020
0.080
47
39
29
Target-Date 2025
0.080
38
32
19
Target-Date 2030
0.080
46
42
23
Target-Date 2035
0.080
50
48
28
Target-Date 2040
0.080
50
41
28
Target-Date 2045
0.080
36
33
19
Target-Date 2050
0.080
38
37
19
Target-Date 2055
0.080
42
45
24
Target-Date 2060
0.080
52
51
1
Target-Date 2065+
0.080
57
Target-Date Retirement
0.080
44
41
37
Target-Date 2025
0.390
31
37
32
Target-Date 2030
0.390
36
40
33
Target-Date 2035
0.390
44
49
36
Target-Date 2040
0.390
26
33
33
Target-Date 2045
0.390
25
37
28
Target-Date 2050
0.390
34
47
34
Target-Date 2055
0.390
35
47
37
Target-Date 2060
0.390
31
47
Target-Date 2065+
0.160
Target-Date Retirement
0.390
24
28
16
Target-Date 2025
0.720
35
44
39
Target-Date 2030
0.720
37
47
36
Target-Date 2035
0.730
51
58
55
Target-Date 2040
0.730
31
48
40
Target-Date 2045
0.750
41
60
51
Target-Date 2050
0.760
54
63
49
Target-Date 2055
0.780
56
67
61
Target-Date 2060
0.780
62
72
Target-Date 2065+
0.780
Target-Date Retirement
0.680
16
19
14
Target-Date Retirement
0.240
34
35
Target-Date 2025
0.400
36
47
Target-Date 2030
0.280
23
37
Target-Date 2035
0.270
20
29
Target-Date 2040
0.300
7
22
Target-Date 2045
0.280
1
13

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