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 M4 | MMFWX | Target-Date 2045 | 692.21 Mil | 1.15% | 63 | 21 | — | 0.870% | — | No Load | Open |
MassMutual Select TRP Retirement 2045 M5 | MMFUX | Target-Date 2045 | 692.21 Mil | 1.39% | 51 | 15 | — | 0.620% | — | No Load | Open |
GuideStone Funds MyDestination 2015 Inv | GMTZX | Target-Date 2015 | 673.63 Mil | 2.40% | 59 | 93 | 98 | 0.750% | $1,000 | No Load | Open |
JHancock 2040 Lifetime Blend Ptf 1 | JRTTX | Target-Date 2040 | 663.93 Mil | 2.11% | 72 | 51 | 35 | 0.360% | — | No Load | Open |
Vanguard Target Retirement 2070 Fund | VSVNX | Target-Date 2065+ | 663.48 Mil | 1.47% | — | — | — | 0.080% | $1,000 | No Load | Open |
GuideStone Funds MyDestination 2055 Inv | GMGZX | Target-Date 2055 | 656.54 Mil | 1.47% | 41 | 68 | 88 | 0.750% | $1,000 | No Load | Open |
BlackRock LifePath® Index 2065 Inv A | LIWAX | Target-Date 2065+ | 651.09 Mil | 1.52% | 40 | — | — | 0.390% | $1,000 | No Load | Open |
Voya Index Solution Income Port S | ISKSX | Target-Date Retirement | 643.18 Mil | 2.18% | 57 | 48 | 47 | 0.430% | — | No Load | Open |
Victory Target Retirement Income | URINX | Target-Date Retirement | 641.83 Mil | 3.37% | 11 | 13 | 44 | 0.540% | $500 | No Load | Open |
Fidelity Freedom 2005 | FFFVX | Target-Date 2000-2010 | 639.23 Mil | 2.88% | 88 | 85 | 86 | 0.470% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2010 Advisor | TLTHX | Target-Date 2000-2010 | 631.82 Mil | 2.47% | 43 | 27 | — | 0.200% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2010 Premier | TLTPX | Target-Date 2000-2010 | 631.82 Mil | 2.46% | 46 | 32 | 14 | 0.250% | — | No Load | Open |
JHancock Multimanager 2050 Lifetime 1 | JLKOX | Target-Date 2050 | 626.15 Mil | 1.75% | 93 | 51 | 54 | 0.650% | — | No Load | Open |
JHancock 2025 Lifetime Blend Ptf 1 | JRTBX | Target-Date 2025 | 600.97 Mil | 2.88% | 52 | 43 | 28 | 0.390% | — | No Load | Open |
Fidelity Freedom Blend 2060 | FHANX | Target-Date 2060 | 600.86 Mil | 1.48% | 71 | 43 | — | 0.490% | — | No Load | Open |
Schwab Target 2045 Index | SWYHX | Target-Date 2045 | 591.93 Mil | 1.91% | 32 | 55 | — | 0.080% | — | No Load | Open |
Schwab Target 2060 Index | SWYNX | Target-Date 2060 | 588.95 Mil | 1.88% | 27 | 42 | — | 0.080% | — | No Load | Open |
T. Rowe Price Target 2030 Advisor | PAKRX | Target-Date 2030 | 574.98 Mil | 1.82% | 43 | 50 | 61 | 0.790% | $2,500 | No Load | Open |
T. Rowe Price Target 2030 | TRRWX | Target-Date 2030 | 574.98 Mil | 2.10% | 33 | 38 | 43 | 0.540% | $2,500 | No Load | Open |
Voya Solution 2035 Port S | ISQSX | Target-Date 2035 | 574.40 Mil | 3.09% | 71 | 68 | 63 | 0.980% | — | No Load | Open |
JHancock 2045 Lifetime Blend Ptf 1 | JRLQX | Target-Date 2045 | 573.03 Mil | 2.06% | 67 | 51 | 41 | 0.360% | — | No Load | Open |
Empower Lifetime 2030 Inv | MXATX | Target-Date 2030 | 571.32 Mil | 2.36% | 61 | 76 | — | 0.850% | — | No Load | Open |
Empower Lifetime 2030 Svc | MXAUX | Target-Date 2030 | 571.32 Mil | 2.16% | 69 | 79 | — | 0.950% | — | No Load | Open |
Schwab Target 2035 | SWIRX | Target-Date 2035 | 566.39 Mil | 2.02% | 41 | 57 | 56 | 0.460% | — | No Load | Open |
Schwab Target 2025 Index | SWYDX | Target-Date 2025 | 545.03 Mil | 2.50% | 13 | 35 | — | 0.080% | — | No Load | Open |
Empower Lifetime 2055 Svc | MXXLX | Target-Date 2055 | 526.05 Mil | 0.95% | 94 | 96 | 96 | 1.030% | — | No Load | Open |
Empower Lifetime 2055 Inv | MXWLX | Target-Date 2055 | 526.05 Mil | 1.08% | 91 | 94 | 92 | 0.930% | — | No Load | Open |
MassMutual Select TRP Retirement 2025 M4 | MMTHX | Target-Date 2025 | 522.90 Mil | 1.70% | 22 | 3 | — | 0.800% | — | No Load | Open |
MassMutual Select TRP Retirement 2025 M5 | MMTGX | Target-Date 2025 | 522.90 Mil | 2.00% | 10 | 2 | — | 0.550% | — | No Load | Open |
Schwab Target 2055 Index | SWYJX | Target-Date 2055 | 508.28 Mil | 1.87% | 30 | 48 | — | 0.080% | — | No Load | Open |
T. Rowe Price Target 2035 | RPGRX | Target-Date 2035 | 492.01 Mil | 1.84% | 52 | 49 | 45 | 0.560% | $2,500 | No Load | Open |
T. Rowe Price Target 2035 Advisor | PATVX | Target-Date 2035 | 492.01 Mil | 1.61% | 67 | 62 | 60 | 0.810% | $2,500 | No Load | Open |
MassMutual Select TRP Retirement 2020 M5 | MMTTX | Target-Date 2020 | 489.47 Mil | 2.02% | 8 | 3 | — | 0.530% | — | No Load | Open |
MassMutual Select TRP Retirement 2020 M4 | MMTUX | Target-Date 2020 | 489.47 Mil | 1.75% | 19 | 8 | — | 0.780% | — | No Load | Open |
MassMutual Select TRP Retirement 2055 M4 | MMDMX | Target-Date 2055 | 479.94 Mil | 1.18% | 67 | 31 | — | 0.890% | — | No Load | Open |
MassMutual Select TRP Retirement 2055 M5 | MMDKX | Target-Date 2055 | 479.94 Mil | 1.35% | 54 | 15 | — | 0.640% | — | No Load | Open |
JHancock 2050 Lifetime Blend Ptf 1 | JRLWX | Target-Date 2050 | 478.65 Mil | 1.99% | 63 | 60 | 45 | 0.360% | — | No Load | Open |
MoA Clear Passage 2055 Fund | MUROX | Target-Date 2055 | 476.44 Mil | 2.00% | 10 | 4 | — | 0.340% | $3,000 | No Load | Open |
Empower Lifetime 2015 Inv | MXLYX | Target-Date 2015 | 475.10 Mil | 2.78% | 30 | 42 | 47 | 0.770% | — | No Load | Open |
Empower Lifetime 2015 Svc | MXLZX | Target-Date 2015 | 475.10 Mil | 2.62% | 42 | 53 | 66 | 0.870% | — | No Load | Open |
Voya Index Solution 2060 Port S | VPISX | Target-Date 2060 | 471.80 Mil | 1.14% | 58 | 59 | — | 0.550% | — | No Load | Open |
MoA Clear Passage 2020 Fund | MURGX | Target-Date 2020 | 470.01 Mil | 2.39% | 11 | 47 | 14 | 0.420% | $3,000 | No Load | Open |
T. Rowe Price Target 2025 Advisor | PAJRX | Target-Date 2025 | 467.65 Mil | 2.01% | 37 | 39 | 50 | 0.760% | $2,500 | No Load | Open |
T. Rowe Price Target 2025 | TRRVX | Target-Date 2025 | 467.65 Mil | 2.45% | 19 | 25 | 31 | 0.510% | $2,500 | No Load | Open |
Empower Lifetime 2040 Inv | MXBDX | Target-Date 2040 | 456.77 Mil | 2.10% | 87 | 88 | — | 0.900% | — | No Load | Open |
Empower Lifetime 2040 Svc | MXBEX | Target-Date 2040 | 456.77 Mil | 1.88% | 88 | 90 | — | 1.000% | — | No Load | Open |
Schwab Target 2025 | SWHRX | Target-Date 2025 | 452.39 Mil | 2.53% | 36 | 46 | 41 | 0.340% | — | No Load | Open |
JHancock Multimanager 2020 Lifetime 1 | JLDOX | Target-Date 2020 | 452.10 Mil | 3.52% | 55 | 27 | 35 | 0.590% | — | No Load | Open |
Voya Solution 2045 Port S | ISRSX | Target-Date 2045 | 451.26 Mil | 2.90% | 76 | 59 | 67 | 1.000% | — | No Load | Open |
American Century One Choice 2060 Inv | ARGVX | Target-Date 2060 | 448.60 Mil | 1.52% | 98 | 94 | — | 0.900% | $2,500 | No Load | Open |
Target Date Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.