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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 RetireSMART by JPM 2035 SvcMMXSXTarget-Date 2035156.90 Mil2.03%5471800.740%—No LoadOpen
MassMutual RetireSMART by JPM 2035 AdmMMXYXTarget-Date 2035156.90 Mil1.96%6174810.840%—No LoadOpen
T. Rowe Price Retirement Blend 2020TSBAXTarget-Date 2020155.48 Mil2.03%———0.370%$2,500No LoadOpen
MassMutual RetireSMART by JPM 2050 SvcMMTSXTarget-Date 2050149.25 Mil1.78%4673810.730%—No LoadOpen
MassMutual RetireSMART by JPM 2050 AdmMMRYXTarget-Date 2050149.25 Mil1.71%5377840.830%—No LoadOpen
T. Rowe Price Target 2060TRTFXTarget-Date 2060145.93 Mil1.27%5924—0.640%$2,500No LoadOpen
T. Rowe Price Target 2060 AdvisorTRTGXTarget-Date 2060145.93 Mil1.02%7337—0.890%$2,500No LoadOpen
Victory Target Retirement 2060URSIXTarget-Date 2060139.87 Mil1.54%20981000.640%$500No LoadOpen
MassMutual RetireSMART by JPM 2025 SvcMMISXTarget-Date 2025132.18 Mil3.00%6867710.670%—No LoadOpen
MassMutual RetireSMART by JPM 2025 AdmMMIYXTarget-Date 2025132.18 Mil2.93%7472750.770%—No LoadOpen
JHancock Multimanager 2010 Lifetime 1JLAOXTarget-Date 2000-2010124.47 Mil4.02%1624270.550%—No LoadOpen
MassMutual RetireSMART by JPM 2045 AdmMMKYXTarget-Date 2045124.28 Mil1.39%5470840.830%—No LoadOpen
MassMutual RetireSMART by JPM 2045 SvcMMKSXTarget-Date 2045124.28 Mil1.46%4666780.730%—No LoadOpen
MassMutual Select TRP Retirement 2015 M5MMFJXTarget-Date 2015114.04 Mil2.35%63—0.510%—No LoadOpen
MassMutual Select TRP Retirement 2015 M4MMFKXTarget-Date 2015114.04 Mil2.18%105—0.760%—No LoadOpen
MassMutual RetireSMART by JPM 2020 AdmMRTYXTarget-Date 2020110.61 Mil3.30%8586910.770%—No LoadOpen
MassMutual RetireSMART by JPM 2020 SvcMRTSXTarget-Date 2020110.61 Mil3.35%8081890.670%—No LoadOpen
Schwab Target 2065 IndexSWYOXTarget-Date 2065+110.41 Mil1.71%25——0.080%—No LoadOpen
Voya Index Solution 2065 Port SVIQSXTarget-Date 2065+108.09 Mil—54——0.620%—No LoadOpen
Voya Index Solution 2065 Port ZVIQZXTarget-Date 2065+108.09 Mil—31——0.170%—No LoadOpen
MoA Clear Passage 2015 FundMURFXTarget-Date 2015106.89 Mil2.31%2091370.480%$3,000No LoadOpen
T. Rowe Price Retirement Blend 2055TRBOXTarget-Date 2055100.46 Mil1.39%———0.440%$2,500No LoadOpen
MassMutual Select TRP Retirement 2010 M4MMXDXTarget-Date 2000-2010100.10 Mil1.94%196—0.740%—No LoadOpen
MassMutual Select TRP Retirement 2010 M5MMXCXTarget-Date 2000-2010100.10 Mil2.28%73—0.490%—No LoadOpen
Fidelity Freedom Blend IncFHBZXTarget-Date Retirement94.42 Mil2.91%9294—0.410%—No LoadOpen
JHancock 2015 Lifetime Blend Ptf 1JRLIXTarget-Date 201586.95 Mil3.10%3466500.410%—No LoadOpen
TIAA-CREF Lifecycle 2065 PremierTSFPXTarget-Date 2065+86.38 Mil1.33%34——0.600%—No LoadOpen
TIAA-CREF Lifecycle 2065 AdvisorTSFHXTarget-Date 2065+86.38 Mil1.47%33——0.530%—No LoadOpen
Fidelity Freedom Blend 2010FHAYXTarget-Date 2000-201085.36 Mil2.54%9070—0.410%—No LoadOpen
MoA Clear Passage 2065 FundMURQXTarget-Date 2065+84.92 Mil2.02%13——0.260%$3,000No LoadOpen
JHancock Multimanager 2065 Lifetime 1JAAVXTarget-Date 2065+83.43 Mil1.63%92——0.630%—No LoadOpen
Fidelity Flex Freedom Blend 2035FJLSXTarget-Date 203580.09 Mil2.19%3110———No LoadOpen
American Century One Choice 2065 InvARHVXTarget-Date 2065+79.60 Mil1.50%96——0.920%$2,500No LoadOpen
Fidelity Flex Freedom Blend 2030FVLSXTarget-Date 203077.90 Mil2.38%4816———No LoadOpen
T. Rowe Price Retirement Blend 2065TRBPXTarget-Date 2065+77.27 Mil1.29%———0.440%$2,500No LoadOpen
Schwab Target 2015 IndexSWYBXTarget-Date 201571.69 Mil2.32%1645—0.080%—No LoadOpen
Schwab Target 2060SWPRXTarget-Date 206071.22 Mil1.68%7977—0.580%—No LoadOpen
MassMutual RetireSMART by JPM 2055 SvcMMWSXTarget-Date 205569.97 Mil1.44%5073760.720%—No LoadOpen
MassMutual RetireSMART by JPM 2055 AdmMMWYXTarget-Date 205569.97 Mil1.37%5682810.820%—No LoadOpen
MassMutual RetireSMART by JPM In Ret AdmMDRYXTarget-Date Retirement69.95 Mil2.85%5037560.790%—No LoadOpen
MassMutual RetireSMART by JPM In Ret SvcMDRSXTarget-Date Retirement69.95 Mil2.96%4730500.690%—No LoadOpen
T. Rowe Price Target 2010TRROXTarget-Date 2000-201068.64 Mil2.96%2819250.450%$2,500No LoadOpen
T. Rowe Price Target 2010 AdvisorPAERXTarget-Date 2000-201068.44 Mil2.76%4538540.700%$2,500No LoadOpen
Fidelity Flex Freedom Blend 2040FCLSXTarget-Date 204065.01 Mil1.93%183———No LoadOpen
JHancock 2010 Lifetime Blend Ptf 1JRLDXTarget-Date 2000-201064.86 Mil3.35%2652350.410%—No LoadOpen
Fidelity Flex Freedom Blend 2045FOLSXTarget-Date 204563.72 Mil1.84%227———No LoadOpen
Empower Lifetime 2060 SvcMXGQXTarget-Date 206063.07 Mil2.02%96——1.030%—No LoadOpen
Empower Lifetime 2060 InvMXGNXTarget-Date 206063.07 Mil2.19%93——0.930%—No LoadOpen
JHancock 2065 Lifetime Blend Pft 1JAAFXTarget-Date 2065+59.83 Mil1.95%68——0.360%—No LoadOpen
American Century One Chc Blnd+ 2030 InvAABWXTarget-Date 203054.00 Mil1.99%78——0.600%$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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