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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
T. Rowe Price Target 2040TRHRXTarget-Date 2040426.15 Mil1.59%7861550.580%$2,500No LoadOpen
T. Rowe Price Target 2040 AdvisorPAHHXTarget-Date 2040426.15 Mil1.42%8675710.830%$2,500No LoadOpen
T. Rowe Price Target 2045RPTFXTarget-Date 2045420.62 Mil1.39%7956470.610%$2,500No LoadOpen
T. Rowe Price Target 2045 AdvisorPAFFXTarget-Date 2045420.62 Mil1.17%8669600.860%$2,500No LoadOpen
Voya Solution 2025 Port SISZSXTarget-Date 2025418.72 Mil2.51%8357550.970%—No LoadOpen
Empower Lifetime 2020 InvMXAGXTarget-Date 2020375.43 Mil2.54%4046—0.800%—No LoadOpen
Empower Lifetime 2020 SvcMXAHXTarget-Date 2020375.43 Mil2.34%4964—0.900%—No LoadOpen
JHancock 2055 Lifetime Blend Pft 1JLKZXTarget-Date 2055373.86 Mil1.97%6760440.360%—No LoadOpen
Empower Lifetime 2050 InvMXBOXTarget-Date 2050344.91 Mil1.93%9093—0.920%—No LoadOpen
Empower Lifetime 2050 SvcMXBQXTarget-Date 2050344.91 Mil1.66%9195—1.020%—No LoadOpen
T. Rowe Price Target 2050 AdvisorPAOFXTarget-Date 2050343.93 Mil1.01%8254490.870%—No LoadOpen
T. Rowe Price Target 2050TRFOXTarget-Date 2050343.93 Mil1.29%6938250.620%$2,500No LoadOpen
Schwab Target 2020SWCRXTarget-Date 2020324.93 Mil2.74%5171710.290%—No LoadOpen
TIAA-CREF Lifecycle Index 2065 AdvisorTFIHXTarget-Date 2065+312.25 Mil1.83%15——0.180%—No LoadOpen
TIAA-CREF Lifecycle Index 2065 PremierTFIPXTarget-Date 2065+312.25 Mil1.78%16——0.250%—No LoadOpen
MassMutual Select TRP Retirement 2060 M4MMSGXTarget-Date 2060303.33 Mil1.17%7339—0.890%—No LoadOpen
MassMutual Select TRP Retirement 2060 M5MMSOXTarget-Date 2060303.33 Mil1.42%5826—0.640%—No LoadOpen
T. Rowe Price Retirement Blend 2030TBLWXTarget-Date 2030295.48 Mil1.71%———0.400%$2,500No LoadOpen
T. Rowe Price Target 2020 AdvisorPAIRXTarget-Date 2020295.02 Mil2.47%4343650.740%$2,500No LoadOpen
T. Rowe Price Target 2020TRRUXTarget-Date 2020295.02 Mil2.67%2529550.490%$2,500No LoadOpen
JHancock Multimanager 2060 Lifetime 1JRETXTarget-Date 2060287.55 Mil1.76%9456—0.630%—No LoadOpen
Schwab Target 2050SWNRXTarget-Date 2050284.35 Mil1.74%7376660.560%—No LoadOpen
JHancock 2020 Lifetime Blend Ptf 1JRLOXTarget-Date 2020278.44 Mil3.09%4064470.400%—No LoadOpen
Schwab Target 2045SWMRXTarget-Date 2045276.01 Mil1.79%7380660.530%—No LoadOpen
T. Rowe Price Retirement Blend 2035TBLYXTarget-Date 2035273.73 Mil1.62%———0.410%$2,500No LoadOpen
Schwab Target 2020 IndexSWYLXTarget-Date 2020270.44 Mil2.54%1953—0.080%—No LoadOpen
Fidelity Freedom Index 2005 InvestorFJIFXTarget-Date 2000-2010260.12 Mil2.72%7991950.120%—No LoadOpen
T. Rowe Price Target 2055 AdvisorPAFTXTarget-Date 2055259.44 Mil1.05%7640280.880%$2,500No LoadOpen
T. Rowe Price Target 2055TRFFXTarget-Date 2055259.44 Mil1.27%5824170.630%$2,500No LoadOpen
MassMutual RetireSMART by JPM 2030 AdmMRYYXTarget-Date 2030257.93 Mil2.64%6778770.810%—No LoadOpen
MassMutual RetireSMART by JPM 2030 SvcMRYSXTarget-Date 2030257.93 Mil2.72%5771740.710%—No LoadOpen
MoA Clear Passage 2060 FundMURPXTarget-Date 2060257.43 Mil1.95%104—0.390%$3,000No LoadOpen
T. Rowe Price Retirement Blend 2025TBLVXTarget-Date 2025253.72 Mil1.86%———0.380%$2,500No LoadOpen
State Street Target Retirement 2065 KSSFKXTarget-Date 2065+243.77 Mil2.07%91——0.090%—No LoadOpen
T. Rowe Price Retirement Blend 2040TRBLXTarget-Date 2040218.61 Mil1.50%———0.410%$2,500No LoadOpen
Fidelity Freedom Blend 2015FHAWXTarget-Date 2015215.80 Mil2.48%9580—0.420%—No LoadOpen
JHancock 2060 Lifetime Blend Pft 1JRODXTarget-Date 2060208.15 Mil1.99%6663—0.360%—No LoadOpen
Schwab Target 2055SWORXTarget-Date 2055199.74 Mil1.71%7980620.570%—No LoadOpen
MoA Retirement Income FundMARMXTarget-Date Retirement199.72 Mil2.34%2158230.470%$3,000No LoadOpen
MassMutual RetireSMART by JPM 2040 SvcMFRSXTarget-Date 2040199.72 Mil2.09%5266800.740%—No LoadOpen
MassMutual RetireSMART by JPM 2040 AdmMRFYXTarget-Date 2040199.72 Mil2.03%5773830.840%—No LoadOpen
T. Rowe Price Retirement Blend 2045TRBQXTarget-Date 2045188.59 Mil1.42%———0.430%$2,500No LoadOpen
Voya Solution Income Port SISWSXTarget-Date Retirement170.99 Mil2.88%9044380.930%—No LoadOpen
JHancock Multimanager 2015 Lifetime 1JLBOXTarget-Date 2015168.78 Mil3.71%3320300.570%—No LoadOpen
Voya Solution 2055 Port SISSPXTarget-Date 2055167.33 Mil2.64%8366711.030%—No LoadOpen
Fidelity Freedom Blend 2065FFBSXTarget-Date 2065+162.51 Mil1.44%73——0.490%—No LoadOpen
T. Rowe Price Retirement Inc 2020TRLAXTarget-Date 2020159.17 Mil1.83%11—0.530%$25,000No LoadOpen
T. Rowe Price Retirement Blend 2050TRBSXTarget-Date 2050158.46 Mil1.43%———0.430%$2,500No LoadOpen
T. Rowe Price Target 2015TRRTXTarget-Date 2015158.17 Mil2.79%2124430.460%$2,500No LoadOpen
T. Rowe Price Target 2015 AdvisorPAHRXTarget-Date 2015157.57 Mil2.53%4233770.710%$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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