Skip to Content

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 2000-2010
0.450
13
15
Target-Date 2015
0.470
23
24
Target-Date 2020
0.500
18
18
Target-Date 2025
0.520
11
19
Target-Date 2030
0.550
19
35
Target-Date 2035
0.570
40
49
Target-Date 2040
0.590
59
60
Target-Date 2045
0.610
63
60
Target-Date 2050
0.620
50
45
Target-Date 2055
0.630
37
34
Target-Date 2060
0.640
36
31
Target-Date 2065+
0.460
Target-Date 2000-2010
0.620
35
36
14
Target-Date 2015
0.630
34
37
25
Target-Date 2020
0.640
34
53
29
Target-Date 2025
0.660
30
48
22
Target-Date 2030
0.670
36
53
23
Target-Date 2035
0.680
41
58
29
Target-Date 2040
0.690
42
61
23
Target-Date 2045
0.450
17
35
12
Target-Date 2050
0.450
16
38
10
Target-Date 2055
0.450
17
36
9
Target-Date 2060
0.450
14
33
Target-Date 2065+
0.450
Target-Date 2000-2010
0.100
25
9
12
Target-Date 2015
0.100
32
12
21
Target-Date 2020
0.100
31
13
17
Target-Date 2025
0.100
24
8
14
Target-Date 2030
0.100
23
15
11
Target-Date 2035
0.100
30
16
10
Target-Date 2040
0.100
27
6
10
Target-Date 2045
0.100
14
6
8
Target-Date 2050
0.100
11
5
4
Target-Date 2055
0.100
11
4
3
Target-Date 2060
0.100
10
4
Target-Date 2065+
0.100
Allocation--30% to 50% Equity
0.100
32
19
25
Target-Date 2015
0.550
41
50
Target-Date 2020
0.550
99
99
Target-Date 2025
0.550
99
99
Target-Date 2030
0.550
56
64
Target-Date 2035
0.550
62
67
Target-Date 2040
0.550
70
73
Target-Date 2045
0.550
54
59
Target-Date 2050
0.550
36
41
Target-Date 2055
0.550
38
44
Target-Date 2060
0.550
37
43
Target-Date Retirement
0.550
42
43
Target-Date 2030
0.530
76
94
96
Target-Date 2040
0.550
97
99
100
Target-Date 2050
0.580
94
100
100
Target-Date 2060
0.650
99
100
Target-Date Retirement
0.490
17
40
57
Target-Date 2020
0.080
48
35
24
Target-Date 2025
0.080
46
34
21
Target-Date 2030
0.080
51
45
27
Target-Date 2035
0.080
49
45
29
Target-Date 2040
0.080
47
40
22
Target-Date 2045
0.080
34
31
20
Target-Date 2050
0.080
35
33
20
Target-Date 2055
0.080
35
38
26
Target-Date 2060
0.080
42
41
1
Target-Date 2065+
0.080
51
68
Target-Date 2065+
0.080
Target-Date Retirement
0.080
31
27
36
Target-Date 2025
0.190
35
32
31
Target-Date 2030
0.210
42
38
29
Target-Date 2035
0.220
56
52
40
Target-Date 2040
0.250
39
34
28
Target-Date 2045
0.220
37
36
25
Target-Date 2050
0.280
49
49
29
Target-Date 2055
0.260
50
50
35
Target-Date 2060
0.320
45
49
Target-Date 2065+
0.160
Target-Date Retirement
0.190
22
32
23
Target-Date 2025
0.720
49
55
42
Target-Date 2030
0.720
45
55
29
Target-Date 2035
0.730
59
72
54
Target-Date 2040
0.730
48
65
34
Target-Date 2045
0.750
45
77
52
Target-Date 2050
0.760
57
81
46
Target-Date 2055
0.780
58
82
60
Target-Date 2060
0.780
66
84
Target-Date 2065+
0.780
Target-Date Retirement
0.680
14
19
10
Target-Date Retirement
0.230
49
46
Target-Date 2025
0.320
57
62
Target-Date 2030
0.280
35
44
Target-Date 2035
0.250
27
36
Target-Date 2040
0.290
13
24
Target-Date 2045
0.250
9
18
Target-Date 2050
0.280
12
30
Target-Date 2055
0.300
11
28
Target-Date 2060
0.250
9
22
Target-Date 2065+
0.290

Sponsor Center