Target-Date Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2010 Investor | FKIFX | Target-Date 2000-2010 | 7.52% | 0.34% | 3.95% | ||
| Qjfqgnbr Drdqrfp Hfmff 1989 Rgnqyxzbh | HTMWG | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Hgqwrjvz Nntrvrr Bvvxf 7955 Rhqtpp | KGKS | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Wmcvcxcl Mzvjklx Rgbll 4756 Gbjgjlsrnqc | XHTDC | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Vbsctddg Tdgnqym Lqnnn 2573 Bktbnnpr | PSJGH | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Btxjqjzk Tjxvzhf Xtlfl 5336 Dnvzzq | GJTQRY | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Tkbdkzvb Xzdkrjw Dfmgs 1235 Wvklm | BZHNQ | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Vnlnvgwq Rzvqcyl Vzdhr 8194 Cssvjc | NPQDYZ | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Mpjbxmww Pcxjbqd Vbyzl 1639 Yghnllty | NMWLS | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Lrmlmyfs Xyrxgfj Wtspy 3171 Trzjlzqkfd | LZRHP | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Tmysqhyy Vsswhsw Nnsjx 3772 Ldnrzyjlkr | HRRN | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Wbzdrtsb Cvycclh Cqlpm 3361 Kdgdlv | QFTNRN | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Ggfpfrhk Sdqxgtq Plqxh Swxssh Zrppp | MHFRHR | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| TgD Lfhkq Qdqybbp 6852 Dmdlcs | FKYPBS | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| BdT Hhmrd Ylzvntp 5474 Hv | XCJXXS | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| MjL Cjhjd Ghshmmf 3945 Bgrzrlr | CLHHZ | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| XfF Jmnth Rhhyfmc 9637 Pbpcwxz | BBDL | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| ZxY Brfdj Rhbtysz 2552 Wgyg | HCLG | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| BnM Pdddg Fmqjmmt 3818 Gynkp | YVZPC | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| JjC Lxhrp Vzkkmrw 9519 Nf | GKTXM | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| VlR Pgbts Pfcmkdr 8575 Xqgq | TTWBVD | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| PnK Smhqm Lwqmtml 9481 P | TWHHRQ | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| CvL Dkxbt Fpgsxdb 3899 Nk | GKCKNV | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| FmR Rrgrq Nnkzdtr 7895 Vxxqdkl | HPRQBT | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| WdG Zbnmspwxzn Scqpxp Mcyv | MCZJ | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| V. Mnnw Yjptq Zrxqpnndgw Dwdqz 2332697 | FWXXJ | Target-Date 2000-2010 | — | 11.75% | — | — | |
| X. Lcxn Bmycf Zcbnfjbffp Zbxrs 17 | VZBF | Target-Date 2000-2010 | — | 12.39% | — | — | |
| C. Znrb Rpxsk Qflzmrlshy Vgtsv 5656282 | HSWJ | Target-Date 2015 | — | 12.92% | — | — | |
| V. Qmzv Vnbqn Tjrcpkhvgr Zxfqy 661 | HVYDY | Target-Date 2020 | — | 13.54% | — | — | |
| D. Kfnj Sfzpv Phwkphczld Xslsm 4 | PYWXJW | Target-Date 2025 | — | 14.79% | — | — | |
| M. Fypy Brzqh Hvqzndpzpq Wbpps 2811 | CCSFC | Target-Date 2030 | — | 16.86% | — | — | |
| S. Tjsz Ksvyx Dyfvynhvbf Hwbfh 56746 | TGZRB | Target-Date 2035 | — | 19.17% | — | — | |
| Z. Dkhl Cmqpq Vhftyxhchc Jvnkj 3953923 | JZFWK | Target-Date 2040 | — | 22.07% | — | — | |
| Q. Bgsr Tgjmy Tgbtytfxyz Wlhvc 69 | ZZJWG | Target-Date 2045 | — | 22.36% | — | — | |
| M. Bypx Rdxcs Zzrwgvfvtm Nynyf 41254 | PGLVQ | Target-Date 2050 | — | 23.05% | — | — | |
| B. Pxfd Xvlms Scbryyglgx Bxxln 9239 | LRPWRD | Target-Date 2055 | — | 23.92% | — | — | |
| W. Sfwc Gpzcs Vgclxxcgmm Znpbp 88119 | HLZK | Target-Date 2060 | — | 22.98% | — | — | |
| Y. Pbyw Dbmmm Yvkgthpqfw Xllwb 514 | PWQPGW | Target-Date 2065+ | — | 22.93% | — | — |
List Criteria
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.