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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
77
Target-Date 2025
0.650
78
Target-Date 2030
0.650
84
Target-Date 2035
0.650
90
Target-Date 2040
0.650
71
Target-Date 2045
0.650
73
Target-Date 2050
0.650
74
Target-Date 2055
0.650
81
Target-Date 2060+
0.650
83
Target-Date 2020
0.550
62
42
87
Target-Date 2025
0.550
86
52
Target-Date 2030
0.550
76
53
92
Target-Date 2035
0.550
58
35
Target-Date 2040
0.550
57
37
89
Target-Date 2045
0.550
61
41
Target-Date 2050
0.550
62
44
86
Target-Date 2055
0.540
66
52
Target-Date 2020
0.570
57
66
54
Target-Date 2025
0.590
59
68
63
Target-Date 2030
0.610
53
68
60
Target-Date 2035
0.640
44
64
58
Target-Date 2040
0.660
29
55
35
Target-Date 2045
0.690
15
41
24
Target-Date 2050
0.710
12
32
26
Target-Date 2055
0.710
12
32
Target-Date 2060+
0.560
14
Target-Date Retirement
0.570
26
17
1
Target-Date 2000-2010
0.370
50
12
13
Target-Date 2015
0.360
51
16
13
Target-Date 2060+
0.460
3
1
Target-Date 2060+
0.400
47
Target-Date 2025
0.400
12
19
58
Target-Date 2030
0.650
27
36
68
Target-Date 2035
0.400
18
25
46
Target-Date 2040
0.650
37
41
62
Target-Date 2045
0.400
35
30
28
Target-Date 2050
0.400
27
30
31
Target-Date 2055
0.400
28
31
24
Target-Date 2060+
0.400
Target-Date Retirement
0.650
3
5
14
Target-Date 2025
0.090
25
20
Target-Date 2030
0.090
29
30
Target-Date 2035
0.090
32
27
Target-Date 2040
0.090
32
25
Target-Date 2045
0.090
34
18
Target-Date 2050
0.090
36
19
Target-Date 2055
0.090
38
19
Target-Date 2060+
0.090
37
Target-Date 2060+
0.090
Target-Date Retirement
0.090
3
4
Target-Date 2055
0.230
99
95
Target-Date 2060+
0.300
Target-Date Retirement
0.220
52
26
1
Target-Date 2060+
0.240
96
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
30
Target-Date 2015
0.190
10
Target-Date 2020
0.200
1
Target-Date 2025
0.210
1
Target-Date 2030
0.230
3
Target-Date 2035
0.240
11
Target-Date 2040
0.250
63
Target-Date 2045
0.240
63
Target-Date 2050
0.250
59
Target-Date 2055
0.250
62
Target-Date 2060+
0.250
67
Target-Date 2060+
0.260
Target-Date Retirement
0.210
70
Target-Date 2000-2010
0.470
58
60
79
Target-Date 2000-2010
0.510
34
13
46
Target-Date 2015
0.550
31
8
51
Target-Date 2020
0.600
25
12
39
Target-Date 2025
0.640
30
23
33
Target-Date 2030
0.680
22
12
32
Target-Date 2035
0.730
25
13
27
Target-Date 2040
0.750
31
22
34
Target-Date 2045
0.750
29
25
29
Target-Date 2050
0.750
27
27
38

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