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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
81
Target-Date 2025
0.650
84
Target-Date 2030
0.650
93
Target-Date 2035
0.650
98
Target-Date 2040
0.650
94
Target-Date 2045
0.650
97
Target-Date 2050
0.650
96
Target-Date 2055
0.660
99
Target-Date 2060
0.660
95
Target-Date 2025
0.570
72
84
61
Target-Date 2030
0.590
74
85
61
Target-Date 2035
0.620
83
93
60
Target-Date 2040
0.640
74
91
58
Target-Date 2045
0.670
65
88
35
Target-Date 2050
0.690
49
64
26
Target-Date 2055
0.690
41
59
15
Target-Date 2060
0.540
29
61
Target-Date 2065+
0.540
Target-Date Retirement
0.550
9
6
1
Target-Date 2000-2010
0.350
33
39
5
Target-Date 2015
0.350
32
51
2
Target-Date 2020
0.360
38
58
3
Target-Date 2025
0.380
20
29
2
Target-Date 2030
0.400
15
13
1
Target-Date 2060
0.450
1
1
Target-Date 2065+
0.400
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
0.400
22
30
54
Target-Date 2030
0.650
27
35
60
Target-Date 2035
0.400
23
27
47
Target-Date 2040
0.650
32
29
61
Target-Date 2045
0.400
25
22
37
Target-Date 2050
0.400
30
23
33
Target-Date 2055
0.400
22
22
31
Target-Date 2060
0.400
39
Target-Date 2065+
0.400
Target-Date Retirement
0.650
1
4
4
Target-Date 2025
0.090
46
61
Target-Date 2030
0.090
42
59
Target-Date 2035
0.090
33
52
Target-Date 2040
0.090
31
46
Target-Date 2045
0.090
22
38
Target-Date 2050
0.090
22
34
Target-Date 2055
0.090
22
33
Target-Date 2060
0.090
22
43
Target-Date 2065+
0.090
Target-Date Retirement
0.090
5
8
Target-Date 2020
0.500
90
Target-Date 2025
0.500
Target-Date 2030
0.500
83
Target-Date 2035
0.500
Target-Date 2040
0.500
52
Target-Date 2045
0.500
Target-Date 2050
0.500
7
Target-Date 2055
0.500
Target-Date 2060
0.500
6
Target-Date 2000-2010
0.190
62
87
Target-Date 2015
0.180
44
96
Target-Date 2020
0.190
50
80
Target-Date 2025
0.190
39
75
Target-Date 2030
0.210
37
57
Target-Date 2035
0.230
60
65
Target-Date 2040
0.230
87
66
Target-Date 2045
0.220
64
34
Target-Date 2050
0.220
58
31
Target-Date 2055
0.220
57
32
Target-Date 2060
0.220
65
41
Target-Date 2065+
0.240
Target-Date Retirement
0.200
78
90
Target-Date 2000-2010
0.470
83
76
82
Target-Date 2000-2010
0.510
44
18
44
Target-Date 2015
0.550
19
7
46
Target-Date 2020
0.600
12
7
46
Target-Date 2025
0.640
11
7
32
Target-Date 2030
0.680
11
6
37
Target-Date 2035
0.730
6
1
28
Target-Date 2040
0.750
1
6
33
Target-Date 2045
0.750
7
7
33
Target-Date 2050
0.750
14
9
47
Target-Date 2055
0.750
18
14
Target-Date 2060
0.750
15
20
Target-Date 2065+
0.500
Target-Date Retirement
0.470
79
71
73
Target-Date 2000-2010
0.460
95
62
31
Target-Date 2015
0.470
80
45
34
Target-Date Retirement
0.450
90
78
46
Target-Date 2000-2010
0.000
78

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