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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
0.240
25
30
Target-Date 2040
0.270
22
29
Target-Date 2045
0.260
19
36
Target-Date 2050
0.270
25
43
Target-Date 2055
0.240
26
42
Target-Date 2060
0.250
23
43
Target-Date 2065+
0.310
Target-Date 2015
0.680
43
24
Target-Date 2020
0.680
43
17
Target-Date 2025
0.680
33
13
Target-Date 2030
0.680
28
13
Target-Date 2035
0.680
34
22
Target-Date 2040
0.680
69
41
Target-Date 2045
0.680
76
51
Target-Date 2050
0.680
70
53
Target-Date 2055
0.680
71
62
Target-Date 2060
0.680
79
74
Target-Date Retirement
0.680
13
14
Target-Date 2000-2010
0.600
90
99
99
Target-Date 2015
0.140
85
97
97
Target-Date 2020
0.600
87
95
99
Target-Date 2025
0.140
77
90
89
Target-Date 2030
0.490
87
96
89
Target-Date 2035
0.140
88
93
86
Target-Date 2040
0.600
92
94
92
Target-Date 2045
0.140
92
94
83
Target-Date 2050
0.140
91
91
86
Target-Date 2055
0.140
92
93
Target-Date 2060
0.140
90
91
Target-Date Retirement
0.600
64
92
94

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