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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
MassMutual Select TRP Retirement 2045 M4MMFWXTarget-Date 2045692.21 Mil1.15%6321—0.870%—No LoadOpen
MassMutual Select TRP Retirement 2045 M5MMFUXTarget-Date 2045692.21 Mil1.39%5115—0.620%—No LoadOpen
GuideStone Funds MyDestination 2015 InvGMTZXTarget-Date 2015673.63 Mil2.40%5993980.750%$1,000No LoadOpen
JHancock 2040 Lifetime Blend Ptf 1JRTTXTarget-Date 2040663.93 Mil2.11%7251350.360%—No LoadOpen
Vanguard Target Retirement 2070 FundVSVNXTarget-Date 2065+663.48 Mil1.47%———0.080%$1,000No LoadOpen
GuideStone Funds MyDestination 2055 InvGMGZXTarget-Date 2055656.54 Mil1.47%4168880.750%$1,000No LoadOpen
BlackRock LifePath® Index 2065 Inv ALIWAXTarget-Date 2065+651.09 Mil1.52%40——0.390%$1,000No LoadOpen
Voya Index Solution Income Port SISKSXTarget-Date Retirement643.18 Mil2.18%5748470.430%—No LoadOpen
Victory Target Retirement IncomeURINXTarget-Date Retirement641.83 Mil3.37%1113440.540%$500No LoadOpen
Fidelity Freedom 2005FFFVXTarget-Date 2000-2010639.23 Mil2.88%8885860.470%—No LoadOpen
TIAA-CREF Lifecycle Index 2010 AdvisorTLTHXTarget-Date 2000-2010631.82 Mil2.47%4327—0.200%—No LoadOpen
TIAA-CREF Lifecycle Index 2010 PremierTLTPXTarget-Date 2000-2010631.82 Mil2.46%4632140.250%—No LoadOpen
JHancock Multimanager 2050 Lifetime 1JLKOXTarget-Date 2050626.15 Mil1.75%9351540.650%—No LoadOpen
JHancock 2025 Lifetime Blend Ptf 1JRTBXTarget-Date 2025600.97 Mil2.88%5243280.390%—No LoadOpen
Fidelity Freedom Blend 2060FHANXTarget-Date 2060600.86 Mil1.48%7143—0.490%—No LoadOpen
Schwab Target 2045 IndexSWYHXTarget-Date 2045591.93 Mil1.91%3255—0.080%—No LoadOpen
Schwab Target 2060 IndexSWYNXTarget-Date 2060588.95 Mil1.88%2742—0.080%—No LoadOpen
T. Rowe Price Target 2030 AdvisorPAKRXTarget-Date 2030574.98 Mil1.82%4350610.790%$2,500No LoadOpen
T. Rowe Price Target 2030TRRWXTarget-Date 2030574.98 Mil2.10%3338430.540%$2,500No LoadOpen
Voya Solution 2035 Port SISQSXTarget-Date 2035574.40 Mil3.09%7168630.980%—No LoadOpen
JHancock 2045 Lifetime Blend Ptf 1JRLQXTarget-Date 2045573.03 Mil2.06%6751410.360%—No LoadOpen
Empower Lifetime 2030 InvMXATXTarget-Date 2030571.32 Mil2.36%6176—0.850%—No LoadOpen
Empower Lifetime 2030 SvcMXAUXTarget-Date 2030571.32 Mil2.16%6979—0.950%—No LoadOpen
Schwab Target 2035SWIRXTarget-Date 2035566.39 Mil2.02%4157560.460%—No LoadOpen
Schwab Target 2025 IndexSWYDXTarget-Date 2025545.03 Mil2.50%1335—0.080%—No LoadOpen
Empower Lifetime 2055 SvcMXXLXTarget-Date 2055526.05 Mil0.95%9496961.030%—No LoadOpen
Empower Lifetime 2055 InvMXWLXTarget-Date 2055526.05 Mil1.08%9194920.930%—No LoadOpen
MassMutual Select TRP Retirement 2025 M4MMTHXTarget-Date 2025522.90 Mil1.70%223—0.800%—No LoadOpen
MassMutual Select TRP Retirement 2025 M5MMTGXTarget-Date 2025522.90 Mil2.00%102—0.550%—No LoadOpen
Schwab Target 2055 IndexSWYJXTarget-Date 2055508.28 Mil1.87%3048—0.080%—No LoadOpen
T. Rowe Price Target 2035RPGRXTarget-Date 2035492.01 Mil1.84%5249450.560%$2,500No LoadOpen
T. Rowe Price Target 2035 AdvisorPATVXTarget-Date 2035492.01 Mil1.61%6762600.810%$2,500No LoadOpen
MassMutual Select TRP Retirement 2020 M5MMTTXTarget-Date 2020489.47 Mil2.02%83—0.530%—No LoadOpen
MassMutual Select TRP Retirement 2020 M4MMTUXTarget-Date 2020489.47 Mil1.75%198—0.780%—No LoadOpen
MassMutual Select TRP Retirement 2055 M4MMDMXTarget-Date 2055479.94 Mil1.18%6731—0.890%—No LoadOpen
MassMutual Select TRP Retirement 2055 M5MMDKXTarget-Date 2055479.94 Mil1.35%5415—0.640%—No LoadOpen
JHancock 2050 Lifetime Blend Ptf 1JRLWXTarget-Date 2050478.65 Mil1.99%6360450.360%—No LoadOpen
MoA Clear Passage 2055 FundMUROXTarget-Date 2055476.44 Mil2.00%104—0.340%$3,000No LoadOpen
Empower Lifetime 2015 InvMXLYXTarget-Date 2015475.10 Mil2.78%3042470.770%—No LoadOpen
Empower Lifetime 2015 SvcMXLZXTarget-Date 2015475.10 Mil2.62%4253660.870%—No LoadOpen
Voya Index Solution 2060 Port SVPISXTarget-Date 2060471.80 Mil1.14%5859—0.550%—No LoadOpen
MoA Clear Passage 2020 FundMURGXTarget-Date 2020470.01 Mil2.39%1147140.420%$3,000No LoadOpen
T. Rowe Price Target 2025 AdvisorPAJRXTarget-Date 2025467.65 Mil2.01%3739500.760%$2,500No LoadOpen
T. Rowe Price Target 2025TRRVXTarget-Date 2025467.65 Mil2.45%1925310.510%$2,500No LoadOpen
Empower Lifetime 2040 InvMXBDXTarget-Date 2040456.77 Mil2.10%8788—0.900%—No LoadOpen
Empower Lifetime 2040 SvcMXBEXTarget-Date 2040456.77 Mil1.88%8890—1.000%—No LoadOpen
Schwab Target 2025SWHRXTarget-Date 2025452.39 Mil2.53%3646410.340%—No LoadOpen
JHancock Multimanager 2020 Lifetime 1JLDOXTarget-Date 2020452.10 Mil3.52%5527350.590%—No LoadOpen
Voya Solution 2045 Port SISRSXTarget-Date 2045451.26 Mil2.90%7659671.000%—No LoadOpen
American Century One Choice 2060 InvARGVXTarget-Date 2060448.60 Mil1.52%9894—0.900%$2,500No 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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