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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | VTTHX | Target-Date 2035 | 93.16 Bil | 2.43% | 32 | 46 | 36 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2030 Fund | VTHRX | Target-Date 2030 | 89.87 Bil | 2.56% | 23 | 34 | 23 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2040 Fund | VFORX | Target-Date 2040 | 82.52 Bil | 2.33% | 44 | 47 | 45 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2045 Fund | VTIVX | Target-Date 2045 | 80.10 Bil | 2.21% | 38 | 42 | 37 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2025 Fund | VTTVX | Target-Date 2025 | 74.62 Bil | 2.69% | 23 | 29 | 17 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement 2050 Fund | VFIFX | Target-Date 2050 | 67.23 Bil | 2.15% | 32 | 38 | 30 | 0.080% | $1,000 | No Load | Open |
| American Funds 2030 Trgt Date Retire F2 | FBETX | Target-Date 2030 | 47.00 Bil | 2.17% | 7 | 6 | 3 | 0.420% | $250 | No Load | Open |
| American Funds 2030 Trgt Date Retire F1 | FAETX | Target-Date 2030 | 47.00 Bil | 1.92% | 14 | 17 | 5 | 0.690% | $250 | No Load | Open |
| American Funds 2035 Trgt Date Retire F2 | FBFTX | Target-Date 2035 | 44.97 Bil | 1.89% | 8 | 2 | 1 | 0.440% | $250 | No Load | Open |
| American Funds 2035 Trgt Date Retire F1 | FAQTX | Target-Date 2035 | 44.97 Bil | 1.65% | 13 | 11 | 6 | 0.710% | $250 | No Load | Open |
| Vanguard Target Retirement 2055 Fund | VFFVX | Target-Date 2055 | 44.64 Bil | 2.12% | 34 | 42 | 36 | 0.080% | $1,000 | No Load | Open |
| American Funds 2040 Trgt Date Retire F1 | FAUTX | Target-Date 2040 | 41.05 Bil | 1.39% | 11 | 12 | 9 | 0.730% | $250 | No Load | Open |
| American Funds 2040 Trgt Date Retire F2 | FBGTX | Target-Date 2040 | 41.05 Bil | 1.63% | 8 | 5 | 1 | 0.460% | $250 | No Load | Open |
| Vanguard Target Retirement 2020 Fund | VTWNX | Target-Date 2020 | 36.93 Bil | 2.84% | 41 | 41 | 29 | 0.080% | $1,000 | No Load | Open |
| Vanguard Target Retirement Income Fund | VTINX | Target-Date Retirement | 35.14 Bil | 3.08% | 41 | 44 | 31 | 0.080% | $1,000 | No Load | Open |
| American Funds 2045 Trgt Date Retire F1 | FATTX | Target-Date 2045 | 34.22 Bil | 1.29% | 28 | 19 | 7 | 0.730% | $250 | No Load | Open |
| American Funds 2045 Trgt Date Retire F2 | FBHTX | Target-Date 2045 | 34.22 Bil | 1.53% | 14 | 10 | 1 | 0.460% | $250 | No Load | Open |
| American Funds 2025 Trgt Date Retire F1 | FAPTX | Target-Date 2025 | 33.10 Bil | 2.31% | 15 | 20 | 20 | 0.680% | $250 | No Load | Open |
| American Funds 2025 Trgt Date Retire F2 | FBDTX | Target-Date 2025 | 33.10 Bil | 2.57% | 5 | 4 | 6 | 0.410% | $250 | No Load | Open |
| Fidelity Freedom 2030 | FFFEX | Target-Date 2030 | 32.04 Bil | 1.80% | 65 | 21 | 9 | 0.660% | — | No Load | Open |
| American Funds 2050 Trgt Date Retire F1 | FAITX | Target-Date 2050 | 30.64 Bil | 1.20% | 44 | 25 | 5 | 0.740% | $250 | No Load | Open |
| American Funds 2050 Trgt Date Retire F2 | FBITX | Target-Date 2050 | 30.64 Bil | 1.44% | 23 | 10 | 1 | 0.470% | $250 | No Load | Open |
| T. Rowe Price Retirement 2030 Advisor | PARCX | Target-Date 2030 | 29.61 Bil | 1.64% | 24 | 3 | 4 | 0.820% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2030 | TRRCX | Target-Date 2030 | 29.61 Bil | 1.83% | 16 | 1 | 2 | 0.570% | $2,500 | No Load | Open |
| Fidelity Freedom 2040 | FFFFX | Target-Date 2040 | 27.71 Bil | 1.26% | 29 | 5 | 9 | 0.740% | — | No Load | Open |
| Fidelity Freedom 2035 | FFTHX | Target-Date 2035 | 27.13 Bil | 1.56% | 48 | 7 | 10 | 0.700% | — | No Load | Open |
| Vanguard Target Retirement 2060 Fund | VTTSX | Target-Date 2060 | 24.88 Bil | 2.07% | 38 | 49 | 36 | 0.080% | $1,000 | No Load | Open |
| T. Rowe Price Retirement 2040 | TRRDX | Target-Date 2040 | 23.44 Bil | 1.39% | 39 | 13 | 11 | 0.600% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2040 Advisor | PARDX | Target-Date 2040 | 23.44 Bil | 1.21% | 57 | 19 | 15 | 0.850% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2035 | TRRJX | Target-Date 2035 | 22.06 Bil | 1.57% | 18 | 10 | 7 | 0.590% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2035 Advisor | PARKX | Target-Date 2035 | 22.06 Bil | 1.37% | 34 | 14 | 12 | 0.840% | $2,500 | No Load | Open |
| Fidelity Freedom 2025 | FFTWX | Target-Date 2025 | 21.85 Bil | 2.03% | 66 | 23 | 13 | 0.610% | — | No Load | Open |
| American Funds 2055 Trgt Date Retire F2 | FBJTX | Target-Date 2055 | 21.24 Bil | 1.35% | 31 | 16 | 1 | 0.470% | $250 | No Load | Open |
| American Funds 2055 Trgt Date Retire F1 | FAJTX | Target-Date 2055 | 21.24 Bil | 1.11% | 44 | 30 | 5 | 0.740% | $250 | No Load | Open |
| Fidelity Freedom Index 2040 Investor | FBIFX | Target-Date 2040 | 20.39 Bil | 1.92% | 34 | 21 | 19 | 0.120% | — | No Load | Open |
| Fidelity Freedom Index 2030 Investor | FXIFX | Target-Date 2030 | 20.16 Bil | 2.24% | 64 | 57 | 32 | 0.120% | — | No Load | Open |
| Fidelity Freedom Index 2035 Investor | FIHFX | Target-Date 2035 | 20.13 Bil | 2.06% | 50 | 31 | 18 | 0.120% | — | No Load | Open |
| T. Rowe Price Retirement 2025 Advisor | PARJX | Target-Date 2025 | 19.81 Bil | 1.93% | 18 | 3 | 5 | 0.790% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2025 | TRRHX | Target-Date 2025 | 19.81 Bil | 2.16% | 7 | 1 | 1 | 0.540% | $2,500 | No Load | Open |
| Fidelity Freedom 2045 | FFFGX | Target-Date 2045 | 19.70 Bil | 1.20% | 37 | 8 | 11 | 0.750% | — | No Load | Open |
| Fidelity Freedom 2050 | FFFHX | Target-Date 2050 | 17.80 Bil | 1.21% | 49 | 6 | 14 | 0.750% | — | No Load | Open |
| Fidelity Freedom Index 2045 Investor | FIOFX | Target-Date 2045 | 17.75 Bil | 1.89% | 45 | 44 | 29 | 0.120% | — | No Load | Open |
| Fidelity Freedom Index 2050 Investor | FIPFX | Target-Date 2050 | 16.86 Bil | 1.88% | 55 | 57 | 43 | 0.120% | — | No Load | Open |
| T. Rowe Price Retirement 2045 Advisor | PARLX | Target-Date 2045 | 16.63 Bil | 1.08% | 59 | 23 | 15 | 0.870% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2045 | TRRKX | Target-Date 2045 | 16.63 Bil | 1.27% | 44 | 15 | 3 | 0.620% | $2,500 | No Load | Open |
| American Funds 2020 Trgt Date Retire F1 | FAOTX | Target-Date 2020 | 15.85 Bil | 2.64% | 8 | 32 | 36 | 0.670% | $250 | No Load | Open |
| American Funds 2020 Trgt Date Retire F2 | FBCTX | Target-Date 2020 | 15.85 Bil | 2.88% | 2 | 12 | 14 | 0.400% | $250 | No Load | Open |
| T. Rowe Price Retirement 2050 | TRRMX | Target-Date 2050 | 15.49 Bil | 1.22% | 45 | 14 | 4 | 0.630% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2050 Advisor | PARFX | Target-Date 2050 | 15.49 Bil | 1.06% | 62 | 28 | 19 | 0.880% | $2,500 | No Load | Open |
| T. Rowe Price Retirement 2020 | TRRBX | Target-Date 2020 | 14.99 Bil | 2.38% | 5 | 2 | 1 | 0.530% | $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.