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Morningstar

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
Empower Lifetime 2025 SvcMXFLXTarget-Date 20251.24 Bil2.03%5160550.920%—No LoadOpen
Empower Lifetime 2025 InvMXELXTarget-Date 20251.24 Bil2.20%4354470.820%—No LoadOpen
Voya Index Solution 2045 Port SISJSXTarget-Date 20451.23 Bil1.43%5551560.460%—No LoadOpen
Fidelity Freedom Blend 2055FHAOXTarget-Date 20551.21 Bil1.49%7437—0.490%—No LoadOpen
T. Rowe Price Retirement 2005 AdvisorPARGXTarget-Date 2000-20101.21 Bil2.48%2916290.740%$2,500No LoadOpen
T. Rowe Price Retirement 2005TRRFXTarget-Date 2000-20101.21 Bil2.69%108120.490%$2,500No LoadOpen
JHancock Multimanager 2030 Lifetime 1JLFOXTarget-Date 20301.20 Bil3.00%8729250.620%—No LoadOpen
Victory Target Retirement 2030URTRXTarget-Date 20301.20 Bil2.66%1071870.540%$500No LoadOpen
American Century One Choice 2050 InvARFVXTarget-Date 20501.18 Bil1.66%9997870.900%$2,500No LoadOpen
TIAA-CREF Lifecycle 2015 PremierTCFPXTarget-Date 20151.15 Bil3.54%2927140.530%—No LoadOpen
TIAA-CREF Lifecycle 2015 AdvisorTCNHXTarget-Date 20151.14 Bil3.62%2025—0.500%—No LoadOpen
Schwab Target 2040SWERXTarget-Date 20401.12 Bil1.90%6171650.500%—No LoadOpen
MoA Clear Passage 2045 FundMURMXTarget-Date 20451.11 Bil2.05%91280.300%$3,000No LoadOpen
MoA Clear Passage 2025 FundMURHXTarget-Date 20251.11 Bil2.32%52440.380%$3,000No LoadOpen
JHancock Multimanager 2035 Lifetime 1JLHOXTarget-Date 20351.09 Bil2.51%9337350.640%—No LoadOpen
MoA Clear Passage 2040 FundMURLXTarget-Date 20401.08 Bil2.07%6960.310%$3,000No LoadOpen
Schwab Target 2030 IndexSWYEXTarget-Date 20301.07 Bil2.18%1424—0.080%—No LoadOpen
TIAA-CREF Lifecycle Index 2015 PremierTLFPXTarget-Date 20151.06 Bil2.40%4022100.250%—No LoadOpen
TIAA-CREF Lifecycle Index 2015 AdvisorTLFAXTarget-Date 20151.05 Bil2.43%3418—0.200%—No LoadOpen
MassMutual Select TRP Retirement 2050 M4MMDGXTarget-Date 20501.05 Bil1.17%6631—0.880%—No LoadOpen
MassMutual Select TRP Retirement 2050 M5MMDFXTarget-Date 20501.05 Bil1.40%5211—0.630%—No LoadOpen
Voya Index Solution 2025 Port SISDSXTarget-Date 20251.03 Bil1.89%4945520.440%—No LoadOpen
Empower Lifetime 2045 InvMXQLXTarget-Date 20451.02 Bil1.53%8991760.920%—No LoadOpen
Empower Lifetime 2045 SvcMXRLXTarget-Date 20451.02 Bil1.44%9094821.020%—No LoadOpen
Schwab Target 2040 IndexSWYGXTarget-Date 2040982.70 Mil1.95%2550—0.080%—No LoadOpen
JHancock Multimanager 2040 Lifetime 1JLIOXTarget-Date 2040965.93 Mil2.20%9143440.630%—No LoadOpen
Schwab Target 2030SWDRXTarget-Date 2030962.72 Mil2.22%2745470.410%—No LoadOpen
Victory Target Retirement 2050URFFXTarget-Date 2050951.20 Mil1.83%1391990.570%$500No LoadOpen
Voya Index Solution 2040 Port SIDXMXTarget-Date 2040932.61 Mil1.44%5842570.500%—No LoadOpen
Voya Index Solution 2030 Port SIDXHXTarget-Date 2030909.18 Mil1.93%4950540.470%—No LoadOpen
JHancock Multimanager 2045 Lifetime 1JLJOXTarget-Date 2045907.97 Mil1.85%9449440.630%—No LoadOpen
JHancock Multimanager 2025 Lifetime 1JLEOXTarget-Date 2025870.20 Mil3.64%7016200.610%—No LoadOpen
MoA Clear Passage 2050 FundMURNXTarget-Date 2050870.03 Mil2.02%7680.310%$3,000No LoadOpen
American Century One Choice 2055 InvAREVXTarget-Date 2055850.41 Mil1.45%9995780.900%$2,500No LoadOpen
MassMutual Select TRP Retirement 2035 M5MMTKXTarget-Date 2035817.47 Mil1.68%2110—0.590%—No LoadOpen
MassMutual Select TRP Retirement 2035 M4MMTLXTarget-Date 2035817.47 Mil1.44%4317—0.840%—No LoadOpen
Voya Index Solution 2055 Port SIISSXTarget-Date 2055799.22 Mil1.46%5663670.520%—No LoadOpen
TIAA-CREF Lifecycle 2010 PremierTCTPXTarget-Date 2000-2010791.35 Mil3.78%2532100.520%—No LoadOpen
JHancock 2030 Lifetime Blend Ptf 1JRTGXTarget-Date 2030788.72 Mil2.56%5546230.370%—No LoadOpen
JHancock 2035 Lifetime Blend Ptf 1JRTKXTarget-Date 2035788.20 Mil2.34%7051310.360%—No LoadOpen
TIAA-CREF Lifecycle 2010 AdvisorTCLHXTarget-Date 2000-2010788.02 Mil3.85%2122—0.450%—No LoadOpen
Schwab Target 2035 IndexSWYFXTarget-Date 2035784.36 Mil2.04%1432—0.080%—No LoadOpen
Schwab Target 2050 IndexSWYMXTarget-Date 2050777.01 Mil1.88%2950—0.080%—No LoadOpen
Voya Index Solution 2050 Port SIDXRXTarget-Date 2050771.00 Mil1.27%5361670.530%—No LoadOpen
Fidelity Freedom Blend 2020FHAVXTarget-Date 2020765.23 Mil2.33%9157—0.440%—No LoadOpen
Fidelity Freedom Index 2010 InvestorFKIFXTarget-Date 2000-2010748.30 Mil2.63%6368710.120%—No LoadOpen
T. Rowe Price Retirement 2065TRSJXTarget-Date 2065+718.94 Mil1.20%56——0.640%$2,500No LoadOpen
T. Rowe Price Retirement 2065 AdvisorPASUXTarget-Date 2065+718.94 Mil1.11%69——0.890%$2,500No LoadOpen
TIAA-CREF Lifecycle 2060 PremierTLXPXTarget-Date 2060711.67 Mil1.44%3731—0.600%—No LoadOpen
TIAA-CREF Lifecycle 2060 AdvisorTLXHXTarget-Date 2060703.74 Mil1.50%3225—0.530%—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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