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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
0.100
10
8
Target-Date 2060
0.100
7
7
Target-Date 2065+
0.100
Target-Date 2015
0.550
15
47
Target-Date 2020
0.550
99
99
Target-Date 2025
0.550
99
97
Target-Date 2030
0.550
48
76
Target-Date 2035
0.550
50
79
Target-Date 2040
0.550
57
70
Target-Date 2045
0.550
40
52
Target-Date 2050
0.550
34
45
Target-Date 2055
0.550
31
Target-Date 2060
0.550
31
Target-Date Retirement
0.550
11
29
Target-Date 2030
0.540
97
90
94
Target-Date 2040
0.580
98
97
98
Target-Date 2050
0.600
100
98
100
Target-Date 2060
0.670
100
100
Target-Date Retirement
0.520
54
43
57
Target-Date 2015
0.090
75
71
Target-Date 2020
0.090
35
30
Target-Date 2025
0.090
25
22
Target-Date 2030
0.090
34
31
Target-Date 2035
0.090
43
36
Target-Date 2040
0.090
41
36
Target-Date 2045
0.090
33
28
Target-Date 2050
0.090
39
36
Target-Date 2055
0.090
41
36
Target-Date 2060
0.090
44
49
Target-Date 2065+
0.090
49
Target-Date Retirement
0.090
28
39
Target-Date 2015
0.120
79
75
52
Target-Date 2020
0.130
38
34
18
Target-Date 2025
0.130
29
27
16
Target-Date 2030
0.140
40
35
22
Target-Date 2035
0.140
46
41
27
Target-Date 2040
0.140
44
38
25
Target-Date 2045
0.150
35
31
21
Target-Date 2050
0.150
42
40
23
Target-Date 2055
0.150
44
42
25
Target-Date 2060
0.150
52
57
Target-Date 2065+
0.150
55
Target-Date Retirement
0.120
32
46
16
Target-Date 2025
0.390
33
41
40
Target-Date 2030
0.390
40
39
Target-Date 2035
0.390
40
41
39
Target-Date 2040
0.390
30
39
Target-Date 2045
0.390
30
43
32
Target-Date 2050
0.390
51
55
Target-Date 2055
0.390
49
54
33
Target-Date 2060
0.390
47
64
Target-Date 2065+
0.150
Target-Date Retirement
0.390
21
30
8
Target-Date 2025
0.720
34
36
43
Target-Date 2030
0.720
43
37
Target-Date 2035
0.730
57
44
52
Target-Date 2040
0.730
41
41
Target-Date 2045
0.750
56
53
45
Target-Date 2050
0.760
64
59
Target-Date 2055
0.780
61
60
44
Target-Date 2060
0.800
71
73
Target-Date 2065+
0.800
Target-Date Retirement
0.680
12
15
9
Target-Date Retirement
0.240
36
34
Target-Date 2025
0.280
53
48
Target-Date 2030
0.260
43
45
Target-Date 2035
0.240
34
37
Target-Date 2040
0.270
30
39
Target-Date 2045
0.260
27
39
Target-Date 2050
0.270
36
47
Target-Date 2055
0.240
34
49
Target-Date 2060
0.250
34
60
Target-Date 2065+
0.310
Target-Date 2015
0.680
54
37
Target-Date 2020
0.680
43
26
Target-Date 2025
0.680
41
18
Target-Date 2030
0.680
27
20
Target-Date 2035
0.680
36
28
Target-Date 2040
0.680
64
52
Target-Date 2045
0.680
68
63
Target-Date 2050
0.680
69
62
Target-Date 2055
0.680
66
67
Target-Date 2060
0.680
75
77
Target-Date Retirement
0.680
19
14
Target-Date 2000-2010
0.600
97
99
99
Target-Date 2015
0.140
88
97
97
Target-Date 2020
0.600
86
95
99
Target-Date 2025
0.140
77
89
88
Target-Date 2030
0.490
88
95
90
Target-Date 2035
0.140
90
93
89
Target-Date 2040
0.600
94
93
91
Target-Date 2045
0.140
92
94
82
Target-Date 2050
0.140
92
91
83
Target-Date 2055
0.140
94
92
Target-Date 2060
0.140
91
91
Target-Date Retirement
0.600
69
93
94

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