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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%
87%
70%
Target-Date 2025
0.650%
80%
58%
Target-Date 2030
0.650%
89%
66%
Target-Date 2035
0.650%
93%
74%
Target-Date 2040
0.650%
90%
65%
Target-Date 2045
0.650%
93%
69%
Target-Date 2050
0.650%
92%
63%
Target-Date 2055
0.650%
92%
59%
Target-Date 2060
0.650%
78%
32%
Target-Date 2015
0.600%
83%
67%
Target-Date 2020
0.600%
75%
62%
Target-Date 2025
0.600%
41%
32%
Target-Date 2030
0.600%
22%
14%
Target-Date 2035
0.600%
33%
23%
Target-Date 2040
0.600%
66%
54%
Target-Date 2045
0.600%
64%
56%
Target-Date 2050
0.600%
54%
53%
Target-Date 2055
0.600%
39%
46%
Target-Date 2060
0.600%
50%
53%
Target-Date 2065+
0.600%
Target-Date Retirement
0.600%
52%
28%
Target-Date 2025
0.570%
36%
49%
67%
Target-Date 2030
0.590%
52%
61%
75%
Target-Date 2035
0.620%
67%
69%
75%
Target-Date 2040
0.640%
78%
76%
77%
Target-Date 2045
0.670%
80%
73%
68%
Target-Date 2050
0.690%
58%
55%
51%
Target-Date 2055
0.690%
47%
50%
44%
Target-Date 2060
0.540%
34%
28%
Target-Date 2065+
0.540%
Target-Date 2015
0.230%
Target-Date 2020
0.230%
Target-Date 2025
0.230%
Target-Date 2030
0.230%
Target-Date 2035
0.230%
Target-Date 2040
0.230%
Target-Date 2045
0.230%
Target-Date 2050
0.230%
Target-Date 2055
0.230%
Target-Date 2060
0.230%
Target-Date 2065+
0.230%
Target-Date Retirement
0.550%
2%
1%
1%
Target-Date 2000-2010
0.330%
1%
1%
1%
Target-Date 2015
0.350%
1%
1%
1%
Target-Date 2020
0.350%
1%
1%
1%
Target-Date 2025
0.370%
1%
1%
1%
Target-Date 2030
0.380%
1%
1%
1%
Target-Date 2035
0.400%
1%
1%
1%
Target-Date 2040
0.410%
1%
1%
1%
Target-Date 2045
0.420%
6%
2%
1%
Target-Date 2050
0.430%
7%
2%
1%
Target-Date 2055
0.380%
19%
4%
1%
Target-Date 2060
0.430%
33%
12%
Target-Date 2065+
0.380%
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 2065+
0.250%
Target-Date Retirement
0.250%
Target-Date 2025
0.340%
47%
30%
63%
Target-Date 2030
0.590%
54%
29%
72%
Target-Date 2035
0.340%
40%
19%
54%
Target-Date 2040
0.590%
54%
26%
67%
Target-Date 2045
0.340%
40%
20%
40%
Target-Date 2050
0.340%
51%
27%
45%
Target-Date 2055
0.340%
33%
20%
32%
Target-Date 2060
0.340%
62%
52%
Target-Date 2065+
0.340%
66%
Target-Date Retirement
0.590%
17%
5%
9%
Target-Date 2025
0.090%
71%
62%
63%
Target-Date 2030
0.090%
68%
53%
62%
Target-Date 2035
0.090%
64%
46%
58%
Target-Date 2040
0.090%
63%
33%
48%
Target-Date 2045
0.090%
53%
26%
36%
Target-Date 2050
0.090%
41%
19%
24%
Target-Date 2055
0.090%
40%
17%
13%
Target-Date 2060
0.090%
46%
18%
Target-Date 2065+
0.090%
30%
Target-Date Retirement
0.090%
22%
18%
6%
Target-Date 2020
0.430%
81%
76%
Target-Date 2025
0.430%
72%
Target-Date 2030
0.430%
78%
63%
Target-Date 2035
0.430%
79%
Target-Date 2040
0.430%
74%
32%
Target-Date 2045
0.430%
67%
Target-Date 2050
0.430%
52%
8%
Target-Date 2055
0.430%
50%
Target-Date 2060
0.430%
48%
9%
Target-Date 2000-2010
0.190%
5%
11%
Target-Date 2015
0.180%
6%
25%
Target-Date 2020
0.190%
31%
64%
Target-Date 2025
0.190%
58%
74%
Target-Date 2030
0.210%
74%
79%
Target-Date 2035
0.220%
76%
78%
Target-Date 2040
0.230%
37%
61%

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