The Best Target Retirement Date Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Target Retirement Date mutual funds.

Target Retirement Date mutual funds, also known as target-date funds or lifecycle funds, are a type of investment vehicle designed to simplify retirement planning for investors. These funds gradually adjust their asset allocation based on a predetermined retirement date, automatically shifting from a more aggressive, growth-oriented portfolio to a more conservative, income-focused portfolio as the retirement date approaches.

When an investor is further from retirement, the target-date fund allocates a larger portion of its assets to equities with higher growth potential and risk. As the retirement date nears, the fund gradually shifts its allocation towards fixed-income securities and cash equivalents to prioritize capital preservation and income generation.

Category is Target Retirement Date

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
TBLBX	T. Rowe Price Retirement Blend 2010 Fund	Target Retirement Date	Jul 25, 2021	0.19%	0.09%	—	3.40%	70
TBLEX	T. Rowe Price Retirement Blend 2025 Fund	Target Retirement Date	Jul 25, 2021	0.22%	0.00%	—	3.25%	65
TBLGX	T. Rowe Price Retirement Blend 2030 Fund	Target Retirement Date	Jul 25, 2021	0.23%	-0.09%	—	2.88%	61
TBLHX	T. Rowe Price Retirement Blend 2035 Fund	Target Retirement Date	Jul 25, 2021	0.24%	-0.08%	—	2.67%	59
TBLJX	T. Rowe Price Retirement Blend 2040 Fund	Target Retirement Date	Jul 25, 2021	0.24%	-0.08%	—	2.58%	59
TBLKX	T. Rowe Price Retirement Blend 2045 Fund	Target Retirement Date	Jul 25, 2021	0.25%	-0.16%	—	2.50%	59
TBLLX	T. Rowe Price Retirement Blend 2050 Fund	Target Retirement Date	Jul 25, 2021	0.43%	-0.23%	—	2.48%	57
TBLNX	T. Rowe Price Retirement Blend 2060 Fund	Target Retirement Date	Jul 25, 2021	0.26%	-0.23%	—	2.44%	58
TBLYX	T. Rowe Price Retirement Blend 2035 Fund	Target Retirement Date	Jul 26, 2021	0.40%	-0.16%	—	2.51%	59
TCLEX	TIAA-CREF Lifecycle 2010 Fund	Target Retirement Date	Oct 14, 2004	0.51%	-0.52%	5.61%	5.35%	74
TCLFX	TIAA-CREF Lifecycle 2025 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.85%	7.07%	4.85%	65
TCLIX	TIAA-CREF Lifecycle 2015 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.61%	5.94%	4.21%	72
TCLNX	TIAA-CREF Lifecycle 2030 Fund	Target Retirement Date	Oct 14, 2004	0.51%	-1.04%	7.81%	4.78%	62
TCLOX	TIAA-CREF Lifecycle 2040 Fund	Target Retirement Date	Oct 14, 2004	0.49%	-1.60%	9.44%	5.01%	56
TCLRX	TIAA-CREF Lifecycle 2035 Fund	Target Retirement Date	Oct 14, 2004	0.50%	-1.29%	8.59%	4.91%	59
TCLTX	TIAA-CREF Lifecycle 2020 Fund	Target Retirement Date	Oct 14, 2004	0.52%	-0.70%	6.43%	4.52%	69
TDIFX	Dimensional Retirement Income Fund	Target Retirement Date	Nov 1, 2015	0.06%	0.54%	4.86%	2.06%	66
TFITX	TIAA-CREF Lifecycle Index 2065 Fund	Target Retirement Date	Sep 29, 2020	0.11%	-0.95%	—	2.46%	63
TFTIX	TIAA-CREF Lifecycle 2050 Fund	Target Retirement Date	Nov 29, 2007	0.22%	-1.93%	10.36%	7.49%	55
TLFIX	TIAA-CREF Lifecycle Index 2015 Fund	Target Retirement Date	Sep 29, 2009	0.10%	-0.17%	6.38%	8.02%	76

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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