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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 2020
0.650
73
Target-Date 2025
0.650
80
Target-Date 2030
0.650
86
Target-Date 2035
0.650
89
Target-Date 2040
0.650
75
Target-Date 2045
0.650
79
Target-Date 2050
0.650
78
Target-Date 2055
0.650
85
Target-Date 2060+
0.650
86
Target-Date 2020
0.570
53
63
54
Target-Date 2025
0.590
62
77
58
Target-Date 2030
0.610
54
77
55
Target-Date 2035
0.640
48
78
54
Target-Date 2040
0.660
24
67
43
Target-Date 2045
0.690
15
56
20
Target-Date 2050
0.710
11
42
23
Target-Date 2055
0.710
11
40
Target-Date 2060+
0.560
9
44
Target-Date Retirement
0.570
17
9
1
Target-Date 2000-2010
0.370
62
37
17
Target-Date 2015
0.360
56
47
18
Target-Date 2020
0.360
28
29
3
Target-Date 2060+
0.460
1
1
Target-Date 2060+
0.400
42
Target-Date 2025
0.250
Target-Date 2030
0.250
Target-Date 2035
0.250
Target-Date 2040
0.250
Target-Date 2045
0.250
Target-Date 2050
0.250
Target-Date 2055
0.250
Target-Date 2060+
0.250
Target-Date 2060+
0.250
Target-Date Retirement
0.250
Target-Date 2025
0.400
11
28
56
Target-Date 2030
0.650
28
35
71
Target-Date 2035
0.400
18
31
48
Target-Date 2040
0.650
41
35
68
Target-Date 2045
0.400
33
30
34
Target-Date 2050
0.400
27
24
38
Target-Date 2055
0.400
23
27
35
Target-Date 2060+
0.400
Target-Date Retirement
0.650
3
4
10
Target-Date 2025
0.090
25
34
Target-Date 2030
0.090
27
36
Target-Date 2035
0.090
30
36
Target-Date 2040
0.090
25
33
Target-Date 2045
0.090
27
30
Target-Date 2050
0.090
27
32
Target-Date 2055
0.090
28
29
Target-Date 2060+
0.090
27
Target-Date 2060+
0.090
Target-Date Retirement
0.090
3
5
Allocation--30% to 50% Equity
0.750
Allocation--30% to 50% Equity
0.750
Target-Date 2020
0.500
Target-Date 2025
0.500
Target-Date 2030
0.500
Target-Date 2035
0.500
Target-Date 2040
0.500
Target-Date 2045
0.500
Target-Date 2050
0.500
Target-Date 2055
0.500
Target-Date 2060+
0.500
Target-Date 2000-2010
0.200
8
Target-Date 2015
0.190
4
Target-Date 2020
0.200
1
Target-Date 2025
0.210
1
Target-Date 2030
0.230
1
Target-Date 2035
0.240
9
Target-Date 2040
0.250
68
Target-Date 2045
0.240
66
Target-Date 2050
0.250
61
Target-Date 2055
0.250
64
Target-Date 2060+
0.250
68
Target-Date 2060+
0.260
Target-Date Retirement
0.210
54
Target-Date 2000-2010
0.470
70
69
81
Target-Date 2000-2010
0.510
41
6
34
Target-Date 2015
0.550
27
2
48
Target-Date 2020
0.600
21
4
38
Target-Date 2025
0.640
27
11
36
Target-Date 2030
0.680
19
10
37
Target-Date 2035
0.730
20
8
28
Target-Date 2040
0.750
17
14
34
Target-Date 2045
0.750
24
17
25
Target-Date 2050
0.750
26
17
39
Target-Date 2055
0.750
28
22
Target-Date 2060+
0.750
31
34
Target-Date 2060+
0.500
Target-Date Retirement
0.470
56
52
62
Target-Date 2000-2010
0.460
84
47
11
Target-Date 2015
0.470
69
44
20

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