Institutional funds and strategies
Target Date and Target Risk Funds
Target Date Funds offer premixed portfolios designed to simplify the asset allocation process for investors. Investors typically choose the target date fund with the year in the fund name that is closest to the year they plan to retire (assumes retirement at age 65). The funds approach to blending active and passive funds provides investors with a cost-effective approach to portfolio diversification.
The funds employ active management strategies in the asset classes where we see the greatest potential for excess returns over passive benchmarks. In asset classes with highly competitive pricing and market-like returns, we employ passive strategies. Target date funds are designed to help investors reach their goals by seeking long-term, consistent performance. Target Date Fund allocations align with U.S. Department of Labor Qualified Default Investment Alternatives requirements for defined contribution plans.
Explore more funds & strategies2025 Strategy Fund
The 2025 Strategy Fund seeks to provide participants planning to retire between 2023 and 2027 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2030 Strategy Fund
The 2030 Strategy Fund seeks to provide participants planning to retire between 2028 and 2032 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2035 Strategy Fund
The 2035 Strategy Fund seeks to provide participants planning to retire between 2033 and 2037 with a well-diversified portfolio of stocks, real assets and bonds to help them achieve their retirement income objectives.
2040 Strategy Fund
The 2040 Strategy Fund seeks to provide participants planning to retire between 2038 and 2042 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2045 Strategy Fund
The 2045 Strategy Fund seeks to provide participants planning to retire between 2043 and 2047 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2050 Strategy Fund
The 2050 Strategy Fund seeks to provide participants planning to retire between 2048 and 2052 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2055 Strategy Fund
The 2055 Strategy Fund seeks to provide participants planning to retire between 2053 and 2057 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2060 Strategy Fund
The 2060 Strategy Fund seeks to provide participants planning to retire between 2058 and 2062 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
2065 Strategy Fund
The 2065 Strategy Fund seeks to provide participants planning to retire in or after 2063 with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
Retirement Fund
The Retirement Fund seeks to provide participants who have retired with a well-diversified portfolio of global equity, real assets and bonds to help them achieve their retirement income objectives.
Global Balanced Fund
The Global Balanced Fund seeks favorable returns by offering a moderate investor a well-diversified portfolio that invests in U.S. and non-U.S. equities, bonds, global infrastructure, global commodities and global real estate.
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