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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.)

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Vanguard Target Retirement 2035 FundVTTHXTarget-Date 203590.65 Bil2.48%3942290.080%1,000No LoadOpen
Vanguard Target Retirement 2030 FundVTHRXTarget-Date 203088.55 Bil2.60%3334200.080%1,000No LoadOpen
Vanguard Target Retirement 2040 FundVFORXTarget-Date 204079.82 Bil2.38%5449350.080%1,000No LoadOpen
Vanguard Target Retirement 2045 FundVTIVXTarget-Date 204576.74 Bil2.28%4639300.080%1,000No LoadOpen
Vanguard Target Retirement 2025 FundVTTVXTarget-Date 202575.70 Bil2.72%3027120.080%1,000No LoadOpen
Vanguard Target Retirement 2050 FundVFIFXTarget-Date 205063.79 Bil2.22%4036220.080%1,000No LoadOpen
American Funds 2030 Trgt Date Retire F2FBETXTarget-Date 203045.31 Bil2.20%4320.420%250No LoadOpen
American Funds 2030 Trgt Date Retire F1FAETXTarget-Date 203045.31 Bil1.94%121150.690%250No LoadOpen
American Funds 2035 Trgt Date Retire F2FBFTXTarget-Date 203542.65 Bil1.93%11110.440%250No LoadOpen
American Funds 2035 Trgt Date Retire F1FAQTXTarget-Date 203542.65 Bil1.69%16360.710%250No LoadOpen
Vanguard Target Retirement 2055 FundVFFVXTarget-Date 205542.00 Bil2.19%4643270.080%1,000No LoadOpen
American Funds 2040 Trgt Date Retire F1FAUTXTarget-Date 204038.77 Bil1.43%16820.730%250No LoadOpen
American Funds 2040 Trgt Date Retire F2FBGTXTarget-Date 204038.77 Bil1.68%11210.460%250No LoadOpen
Vanguard Target Retirement 2020 FundVTWNXTarget-Date 202038.31 Bil2.85%5340260.080%1,000No LoadOpen
Vanguard Target Retirement Income FundVTINXTarget-Date Retirement36.10 Bil2.95%4544290.080%1,000No LoadOpen
Fidelity Freedom 2030FFFEXTarget-Date 203032.76 Bil1.83%7726100.660%No LoadOpen
American Funds 2025 Trgt Date Retire F1FAPTXTarget-Date 202532.68 Bil2.32%717180.680%250No LoadOpen
American Funds 2025 Trgt Date Retire F2FBDTXTarget-Date 202532.68 Bil2.59%5460.410%250No LoadOpen
American Funds 2045 Trgt Date Retire F1FATTXTarget-Date 204532.14 Bil1.33%341230.730%250No LoadOpen
American Funds 2045 Trgt Date Retire F2FBHTXTarget-Date 204532.14 Bil1.58%18510.460%250No LoadOpen
American Funds 2050 Trgt Date Retire F1FAITXTarget-Date 205028.70 Bil1.24%491230.740%250No LoadOpen
American Funds 2050 Trgt Date Retire F2FBITXTarget-Date 205028.70 Bil1.49%35110.470%250No LoadOpen
Fidelity Freedom 2040FFFFXTarget-Date 204027.29 Bil1.31%47690.740%No LoadOpen
Fidelity Freedom 2035FFTHXTarget-Date 203527.10 Bil1.60%6711100.700%No LoadOpen
Vanguard Target Retirement 2060 FundVTTSXTarget-Date 206023.03 Bil2.14%474610.080%1,000No LoadOpen
Fidelity Freedom 2025FFTWXTarget-Date 202522.85 Bil2.05%7530210.610%No LoadOpen
Fidelity Freedom Index 2030 InvestorFXIFXTarget-Date 203020.02 Bil2.26%7152270.120%No LoadOpen
American Funds 2055 Trgt Date Retire F2FBJTXTarget-Date 205519.70 Bil1.39%40410.470%250No LoadOpen
American Funds 2055 Trgt Date Retire F1FAJTXTarget-Date 205519.70 Bil1.15%532070.740%250No LoadOpen
Fidelity Freedom Index 2040 InvestorFBIFXTarget-Date 204019.51 Bil1.97%4520160.120%No LoadOpen
Fidelity Freedom Index 2035 InvestorFIHFXTarget-Date 203519.50 Bil2.10%5831150.120%No LoadOpen
Fidelity Freedom 2045FFFGXTarget-Date 204519.22 Bil1.25%6311140.750%No LoadOpen
T. Rowe Price Retirement 2030 AdvisorPARCXTarget-Date 203017.41 Bil1.68%37940.820%2,500No LoadOpen
T. Rowe Price Retirement 2030TRRCXTarget-Date 203017.41 Bil1.88%21130.570%2,500No LoadOpen
Fidelity Freedom 2050FFFHXTarget-Date 205017.34 Bil1.26%7212170.750%No LoadOpen
Fidelity Freedom Index 2045 InvestorFIOFXTarget-Date 204516.82 Bil1.95%6040240.120%No LoadOpen
Fidelity Freedom Index 2050 InvestorFIPFXTarget-Date 205015.90 Bil1.94%7152350.120%No LoadOpen
American Funds 2020 Trgt Date Retire F1FAOTXTarget-Date 202015.87 Bil2.65%427320.670%250No LoadOpen
American Funds 2020 Trgt Date Retire F2FBCTXTarget-Date 202015.87 Bil2.89%21250.400%250No LoadOpen
Fidelity Freedom 2020FFFDXTarget-Date 202015.47 Bil2.29%8130210.570%No LoadOpen
Fidelity Freedom Index 2025 InvestorFQIFXTarget-Date 202514.16 Bil2.37%6349300.120%No LoadOpen
T. Rowe Price Retirement 2040TRRDXTarget-Date 204012.26 Bil1.44%5715120.600%2,500No LoadOpen
T. Rowe Price Retirement 2040 AdvisorPARDXTarget-Date 204012.26 Bil1.25%7425220.850%2,500No LoadOpen
T. Rowe Price Retirement 2035TRRJXTarget-Date 203512.04 Bil1.62%291070.590%2,500No LoadOpen
T. Rowe Price Retirement 2035 AdvisorPARKXTarget-Date 203512.04 Bil1.41%4817180.840%2,500No LoadOpen
BlackRock LifePath® Index 2030 Inv ALINAXTarget-Date 203011.88 Bil2.25%8180710.390%1,000No LoadOpen
T. Rowe Price Retirement 2025 AdvisorPARJXTarget-Date 202511.87 Bil1.97%21350.790%2,500No LoadOpen
T. Rowe Price Retirement 2025TRRHXTarget-Date 202511.87 Bil2.20%12110.540%2,500No LoadOpen
BlackRock LifePath® Index 2040 Inv ALIKAXTarget-Date 204011.46 Bil2.06%6666550.390%1,000No LoadOpen
American Funds 2060 Trgt Date Retire F1FAWTXTarget-Date 206011.36 Bil1.07%55270.750%250No LoadOpen

Target Date Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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