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Retiring on target
Target date funds are designed to provide a simple, single fund solution for retirement investing. You pick a fund whose target date is similar to the date you intend to retire. The fund adjusts its asset allocation based on the target date, with higher risk/return allocations when the target date is far in the future, then reducing risk as the target date gets closer.
The ETFs shown below adjust the fund's asset mix over time to provide a risk/return profile appropriate for the indicated target date.
Expense ratios shown in the table below are gross.
ETFs
Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Rating
Category
Market Price
Today's %
Change
Change
Expense
Ratio
Ratio
Data quoted represents past performance. Past performance is not an indication of future results and investment returns and share prices will fluctuate on a daily basis. Your investment may be worth more or less than your original cost when you redeem your shares. Current performance may be lower or higher than the performance data quoted. For most recent month-end performance and current performance metrics, please click on the fund name.
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What are target date funds 101?
Target date funds try to take the complexity out of retirement investing and reduce your exposure to riskier investments as you near retirement age.
Can target-date funds help you retire on time?
For investors who prefer not to reassess and tweak their retirement portfolios periodically, target-date funds may be an effective way to manage the risk of large swings in return.
Check out other thematic investing topics
Balanced funds
Consider investing in balanced funds which seek to maximize diversification and may offer the benefit of lessening the need to rebalance assets or time the market.
Dividend dominant
Potentially add to your income stream by investing companies that have historically paid dividends.
Government-backed bonds
Bolster your portfolio with funds that invest in US government backed bonds—widely considered the safest, lowest-risk securities available.
Emerging economies
Explore ways to diversify your portfolio by considering investing in countries with developing economies that may be growing rapidly.
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