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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 2000-2010
0.450
25
38
Target-Date 2000-2010
0.450
20
33
Target-Date 2015
0.470
30
48
Target-Date 2020
0.500
44
55
Target-Date 2025
0.520
38
47
Target-Date 2030
0.550
43
53
Target-Date 2035
0.570
37
51
Target-Date 2040
0.590
35
43
Target-Date 2045
0.610
30
37
Target-Date 2050
0.620
21
17
Target-Date 2055
0.630
11
10
Target-Date 2060
0.640
8
6
Target-Date 2065+
0.460
Target-Date 2000-2010
0.620
52
21
14
Target-Date 2015
0.630
49
22
22
Target-Date 2020
0.640
55
26
33
Target-Date 2025
0.660
52
25
22
Target-Date 2030
0.670
58
24
29
Target-Date 2035
0.680
62
27
29
Target-Date 2040
0.690
62
24
31
Target-Date 2045
0.450
42
9
9
Target-Date 2050
0.450
40
7
10
Target-Date 2055
0.450
43
7
13
Target-Date 2060
0.450
44
4
Target-Date 2065+
0.450
Target-Date 2000-2010
0.100
11
8
5
Target-Date 2015
0.100
9
16
7
Target-Date 2020
0.100
16
19
7
Target-Date 2025
0.100
16
17
9
Target-Date 2030
0.100
17
21
12
Target-Date 2035
0.100
23
24
10
Target-Date 2040
0.100
24
16
7
Target-Date 2045
0.100
12
10
5
Target-Date 2050
0.100
12
9
5
Target-Date 2055
0.100
9
9
7
Target-Date 2060
0.100
9
6
Target-Date 2065+
0.100
Target-Date 2015
0.550
15
40
Target-Date 2020
0.550
99
99
Target-Date 2025
0.550
98
97
Target-Date 2030
0.550
49
75
Target-Date 2035
0.550
47
78
Target-Date 2040
0.550
55
71
Target-Date 2045
0.550
41
50
Target-Date 2050
0.550
30
46
Target-Date 2055
0.550
31
Target-Date 2060
0.550
31
Target-Date Retirement
0.550
12
31
Target-Date 2030
0.540
97
93
94
Target-Date 2040
0.580
98
97
100
Target-Date 2050
0.600
97
99
100
Target-Date 2060
0.670
100
100
Target-Date Retirement
0.520
49
49
61
Target-Date 2015
0.090
75
70
Target-Date 2020
0.090
35
31
Target-Date 2025
0.090
29
24
Target-Date 2030
0.090
33
29
Target-Date 2035
0.090
36
38
Target-Date 2040
0.090
38
32
Target-Date 2045
0.090
35
26
Target-Date 2050
0.090
36
35
Target-Date 2055
0.090
38
38
Target-Date 2060
0.090
43
47
Target-Date 2065+
0.090
44
Target-Date Retirement
0.090
32
41
Target-Date 2015
0.120
79
79
55
Target-Date 2020
0.130
41
34
24
Target-Date 2025
0.130
32
29
16
Target-Date 2030
0.140
36
36
21
Target-Date 2035
0.140
41
41
27
Target-Date 2040
0.140
41
35
28
Target-Date 2045
0.150
33
30
20
Target-Date 2050
0.150
38
38
20
Target-Date 2055
0.150
43
44
28
Target-Date 2060
0.150
48
57
Target-Date 2065+
0.150
64
Target-Date Retirement
0.120
37
44
21
Target-Date 2025
0.390
33
38
35
Target-Date 2030
0.390
34
40
Target-Date 2035
0.390
32
42
40
Target-Date 2040
0.390
27
37
Target-Date 2045
0.390
31
42
34
Target-Date 2050
0.390
42
50
Target-Date 2055
0.390
44
57
46
Target-Date 2060
0.390
40
66
Target-Date 2065+
0.150
Target-Date Retirement
0.390
22
33
13
Target-Date 2025
0.720
29
30
40
Target-Date 2030
0.720
30
30
Target-Date 2035
0.730
50
43
52
Target-Date 2040
0.730
31
35
Target-Date 2045
0.750
43
45
43
Target-Date 2050
0.760
52
53
Target-Date 2055
0.780
52
60
60
Target-Date 2060
0.800
62
71
Target-Date 2065+
0.800
Target-Date Retirement
0.680
11
16
12
Target-Date Retirement
0.240
26
33
Target-Date 2025
0.280
39
46
Target-Date 2030
0.260
29
40

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