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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
Fidelity Freedom Index 2025 InvestorFQIFXTarget-Date 202514.32 Bil2.33%6550320.120%No LoadOpen
T. Rowe Price Retirement 2040TRRDXTarget-Date 204012.47 Bil1.39%4813110.600%$2,500No LoadOpen
T. Rowe Price Retirement 2040 AdvisorPARDXTarget-Date 204012.47 Bil1.21%6423190.850%$2,500No LoadOpen
BlackRock LifePath® Index 2030 Inv ALINAXTarget-Date 203012.20 Bil2.21%8583730.390%$1,000No LoadOpen
American Funds 2060 Trgt Date Retire F1FAWTXTarget-Date 206012.12 Bil1.03%57390.750%$250No LoadOpen
American Funds 2060 Trgt Date Retire F2FBKTXTarget-Date 206012.12 Bil1.28%42230.480%$250No LoadOpen
BlackRock LifePath® Index 2040 Inv ALIKAXTarget-Date 204011.89 Bil2.00%6972580.390%$1,000No LoadOpen
Fidelity Freedom Index 2055 InvestorFDEWXTarget-Date 205511.89 Bil1.85%6761430.120%No LoadOpen
Fidelity Freedom 2055FDEEXTarget-Date 205510.79 Bil1.19%5415170.750%No LoadOpen
T. Rowe Price Retirement 2055 AdvisorPAROXTarget-Date 20559.75 Bil1.03%7536210.890%$2,500No LoadOpen
T. Rowe Price Retirement 2055TRRNXTarget-Date 20559.75 Bil1.19%622380.640%$2,500No LoadOpen
BlackRock LifePath® Index 2035 Inv ALIJAXTarget-Date 20359.31 Bil2.09%7682650.390%$1,000No LoadOpen
TIAA-CREF Lifecycle Index 2040 AdvisorTLZHXTarget-Date 20408.85 Bil1.95%21260.200%No LoadOpen
TIAA-CREF Lifecycle Index 2040 PremierTLPRXTarget-Date 20408.85 Bil1.92%2428200.250%No LoadOpen
TIAA-CREF Lifecycle Index 2035 PremierTLYPXTarget-Date 20358.44 Bil2.01%2533200.250%No LoadOpen
TIAA-CREF Lifecycle Index 2035 AdvisorTLYHXTarget-Date 20358.44 Bil2.04%20270.200%No LoadOpen
BlackRock LifePath® Index 2050 Inv ALIPAXTarget-Date 20508.44 Bil1.80%3041270.390%$1,000No LoadOpen
BlackRock LifePath® Index 2045 Inv ALIHAXTarget-Date 20458.09 Bil1.89%5160440.390%$1,000No LoadOpen
TIAA-CREF Lifecycle Index 2030 PremierTLHPXTarget-Date 20308.08 Bil2.13%2629140.250%No LoadOpen
TIAA-CREF Lifecycle Index 2030 AdvisorTLHHXTarget-Date 20308.08 Bil2.16%23250.200%No LoadOpen
BlackRock LifePath® Index Retire Inv ALIRAXTarget-Date Retirement7.39 Bil2.36%7127120.390%$1,000No LoadOpen
TIAA-CREF Lifecycle Index 2045 PremierTLMPXTarget-Date 20457.34 Bil1.88%1923130.250%No LoadOpen
TIAA-CREF Lifecycle Index 2045 AdvisorTLMHXTarget-Date 20457.34 Bil1.91%18210.200%No LoadOpen
Fidelity Freedom Index 2020 InvestorFPIFXTarget-Date 20207.28 Bil2.39%6954440.120%No LoadOpen
Vanguard Target Retirement 2065 FundVLXVXTarget-Date 2065+6.76 Bil1.98%48780.080%$1,000No LoadOpen
BlackRock LifePath® Index 2025 Inv ALILAXTarget-Date 20256.67 Bil2.32%9485760.390%$1,000No LoadOpen
Fidelity Freedom Index 2060 InvestorFDKLXTarget-Date 20606.34 Bil1.82%71660.120%No LoadOpen
TIAA-CREF Lifecycle 2040 PremierTCZPXTarget-Date 20406.25 Bil2.27%3436340.590%No LoadOpen
TIAA-CREF Lifecycle 2040 AdvisorTCZHXTarget-Date 20406.25 Bil2.35%30320.520%No LoadOpen
TIAA-CREF Lifecycle Index 2050 PremierTLLPXTarget-Date 20506.20 Bil1.85%212160.250%No LoadOpen
TIAA-CREF Lifecycle Index 2050 AdvisorTLLHXTarget-Date 20506.20 Bil1.89%20180.200%No LoadOpen
TIAA-CREF Lifecycle Index 2025 PremierTLVPXTarget-Date 20256.09 Bil2.24%162190.250%No LoadOpen
TIAA-CREF Lifecycle Index 2025 AdvisorTLQHXTarget-Date 20256.09 Bil2.28%16140.200%No LoadOpen
T. Rowe Price Retirement 2015 AdvisorPARHXTarget-Date 20155.54 Bil2.24%9420.750%$2,500No LoadOpen
T. Rowe Price Retirement 2015TRRGXTarget-Date 20155.54 Bil2.50%4210.500%$2,500No LoadOpen
BlackRock LifePath® Index 2055 Inv ALIVAXTarget-Date 20555.48 Bil1.74%2438230.390%$1,000No LoadOpen
Fidelity Freedom 2060FDKVXTarget-Date 20605.37 Bil1.18%55230.750%No LoadOpen
TIAA-CREF Lifecycle 2035 PremierTCYPXTarget-Date 20355.18 Bil2.53%3342390.580%No LoadOpen
TIAA-CREF Lifecycle 2035 AdvisorTCYHXTarget-Date 20355.18 Bil2.60%32380.520%No LoadOpen
Fidelity Freedom 2015FFVFXTarget-Date 20155.17 Bil2.44%8049220.530%No LoadOpen
American Funds 2015 Trgt Date Retire F2FBBTXTarget-Date 20155.03 Bil2.95%11460.390%$250No LoadOpen
American Funds 2015 Trgt Date Retire F1FAKTXTarget-Date 20155.03 Bil2.69%526260.660%$250No LoadOpen
T. Rowe Price Retirement 2060TRRLXTarget-Date 20604.83 Bil1.22%64270.640%$2,500No LoadOpen
T. Rowe Price Retirement 2060 AdvisorTRRYXTarget-Date 20604.83 Bil1.06%77400.890%$2,500No LoadOpen
TIAA-CREF Lifecycle 2030 AdvisorTCHHXTarget-Date 20304.82 Bil2.89%27310.500%No LoadOpen
TIAA-CREF Lifecycle 2030 PremierTCHPXTarget-Date 20304.82 Bil2.82%3338320.570%No LoadOpen
TIAA-CREF Lifecycle 2045 PremierTTFPXTarget-Date 20454.49 Bil1.89%3330260.600%No LoadOpen
TIAA-CREF Lifecycle 2045 AdvisorTTFHXTarget-Date 20454.49 Bil1.97%31240.530%No LoadOpen
TIAA-CREF Lifecycle 2025 AdvisorTCQHXTarget-Date 20254.02 Bil3.23%17260.490%No LoadOpen
TIAA-CREF Lifecycle 2025 PremierTCQPXTarget-Date 20254.02 Bil3.15%2031260.560%No 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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