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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
80
Target-Date 2025
0.650
85
Target-Date 2030
0.650
88
Target-Date 2035
0.650
94
Target-Date 2040
0.650
87
Target-Date 2045
0.650
91
Target-Date 2050
0.650
89
Target-Date 2055
0.650
93
Target-Date 2060+
0.650
91
Target-Date 2025
0.570
68
82
59
Target-Date 2030
0.590
62
82
61
Target-Date 2035
0.620
62
87
59
Target-Date 2040
0.640
49
80
50
Target-Date 2045
0.670
36
69
23
Target-Date 2050
0.690
26
50
26
Target-Date 2055
0.690
24
47
Target-Date 2060+
0.540
15
42
Target-Date 2060+
0.540
Target-Date Retirement
0.550
10
11
1
Target-Date 2000-2010
0.350
66
46
8
Target-Date 2015
0.350
69
44
8
Target-Date 2020
0.360
51
55
5
Target-Date 2025
0.380
19
30
1
Target-Date 2030
0.400
12
15
1
Target-Date 2060+
0.450
1
1
Target-Date 2060+
0.480
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
18
24
54
Target-Date 2030
0.650
23
34
62
Target-Date 2035
0.400
23
22
49
Target-Date 2040
0.650
34
30
64
Target-Date 2045
0.400
35
21
31
Target-Date 2050
0.400
35
22
35
Target-Date 2055
0.400
28
21
30
Target-Date 2060+
0.400
52
Target-Date 2060+
0.400
Target-Date Retirement
0.650
2
4
3
Target-Date 2025
0.090
40
44
Target-Date 2030
0.090
38
46
Target-Date 2035
0.090
39
45
Target-Date 2040
0.090
34
34
Target-Date 2045
0.090
28
33
Target-Date 2050
0.090
30
33
Target-Date 2055
0.090
29
33
Target-Date 2060+
0.090
30
Target-Date 2060+
0.090
Target-Date Retirement
0.090
5
5
Target-Date 2020
0.500
75
Target-Date 2025
0.500
Target-Date 2030
0.500
68
Target-Date 2035
0.500
Target-Date 2040
0.500
30
Target-Date 2045
0.500
Target-Date 2050
0.500
5
Target-Date 2055
0.500
Target-Date 2060+
0.500
7
Target-Date 2000-2010
0.200
57
70
Target-Date 2015
0.190
25
55
Target-Date 2020
0.200
19
34
Target-Date 2025
0.210
8
9
Target-Date 2030
0.230
9
14
Target-Date 2035
0.240
35
39
Target-Date 2040
0.250
82
64
Target-Date 2045
0.240
74
41
Target-Date 2050
0.250
66
39
Target-Date 2055
0.250
69
44
Target-Date 2060+
0.250
73
57
Target-Date 2060+
0.260
Target-Date Retirement
0.210
77
82
Target-Date 2000-2010
0.470
82
76
82
Target-Date 2000-2010
0.510
37
14
44
Target-Date 2015
0.550
17
3
47
Target-Date 2020
0.600
11
2
39
Target-Date 2025
0.640
14
10
29
Target-Date 2030
0.680
15
6
37
Target-Date 2035
0.730
11
2
25
Target-Date 2040
0.750
9
7
33
Target-Date 2045
0.750
14
13
30
Target-Date 2050
0.750
20
15
44
Target-Date 2055
0.750
19
18
Target-Date 2060+
0.750
19
23
Target-Date 2060+
0.500
Target-Date Retirement
0.470
61
63
70
Target-Date 2000-2010
0.460
89
62
24
Target-Date 2015
0.470
74
46
28
Target-Date Retirement
0.450
75
70
34

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