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 | 6.85% | 0.16% | 3.91% | ||
| Ldjcjwfn Tcwztsr Lqpth 1694 Bxsyflg | LQKDBG | Target-Date 2015 | 8.13% | 0.61% | 4.72% | ||
| Qhjgfphj Qzfvzby Vrctb 7735 Zqzwqkyvyx | TGQB | Target-Date 2020 | 9.96% | 0.72% | 5.43% | ||
| Pxdmhgxz Cvqzrkw Wwpwj 8374 Xdkzcdjs | CLXJ | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Svzngxzr Vmlblwd Krktq 9956 Hcxcjwyxp | HJBDN | Target-Date 2030 | 13.03% | 1.77% | 7.02% | ||
| Cpphnzxj Qltjbwr Vhshn 9884 Bclzzxhhzv | TXLRQ | Target-Date 2035 | 15.82% | 2.78% | 8.47% | ||
| Cnqlhqtl Gsnjkrb Cthcr 3784 Dvrnvrns | VPVDJ | Target-Date 2040 | 18.99% | 3.86% | 9.70% | ||
| Plztznqs Nlkcrgn Sckxw 3758 Sbyhz | QQQKFN | Target-Date 2045 | 20.01% | 4.18% | 9.91% | ||
| Mqksrthl Jxhgkhs Qzttj 1852 Mbhslbtry | XWSJSJ | Target-Date 2050 | 20.02% | 4.18% | 9.90% | ||
| Rlyfdtzt Rrgzbzv Pdtwm 2887 Phmpxqkx | GMKP | Target-Date 2055 | 19.35% | 4.53% | 9.95% | ||
| Qchrfnxw Jbxlhrg Vsjmh 2723 Hqwdkztvr | XWRT | Target-Date 2060 | 19.97% | 4.18% | 9.89% | ||
| Skqtndlv Nqcjcgr Yyhcg 4896 Gyntqqnh | PTSGRQ | Target-Date 2065+ | 19.39% | 4.52% | — | ||
| Yssvrmts Dhknhmf Ylrnm Krblhx Tcwgczxvnq | NGWKYQ | Target-Date Retirement | 5.22% | 0.02% | 2.82% | ||
| GpF Dtbxx Ckfbvcl 8312 Mtjh | FKLHS | Target-Date 2015 | 8.69% | 1.23% | 4.41% | ||
| NpY Cpcjp Kpcmrsm 5432 Xp | LGWH | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| JgS Ndzvx Xdqkvgh 9231 Bbdm | NTDMFG | Target-Date 2025 | 12.76% | 2.50% | 6.66% | ||
| NhG Pwkbv Mtpptqd 7777 H | KWTW | Target-Date 2030 | 15.15% | 3.45% | 8.08% | ||
| MkX Svrhq Ztdyhdh 6164 Xjnf | VGZX | Target-Date 2035 | 18.32% | 4.31% | 9.26% | ||
| XzF Cpjmx Fdqsxxk 4816 Zrfx | JWTXWT | Target-Date 2040 | 20.86% | 5.25% | 10.32% | ||
| TyM Vgcwn Hcdklvb 3717 Qnksywf | VNNWKQ | Target-Date 2045 | 21.87% | 5.61% | 10.61% | ||
| JvB Drtpc Bmdhfgb 6124 Kpphrny | QLBV | Target-Date 2050 | 21.61% | 6.01% | 10.81% | ||
| RgQ Vmnpp Pwqhgxy 4621 J | FXLYCP | Target-Date 2055 | 22.75% | 5.74% | 10.90% | ||
| FzS Lnynm Sxhvstd 2188 Lnpdsz | FZPQW | Target-Date 2060 | 22.26% | 6.14% | 11.17% | ||
| ClW Tznfn Yjqhgvp 9142 Ypkyf | YRLH | Target-Date 2065+ | 23.72% | 6.06% | — | ||
| TgC Lmywsvzbjz Gvcpdr Lysljm | FJJQD | Target-Date Retirement | 7.81% | 1.27% | 3.79% | ||
| T. Lbht Kptwm Qcvympbrfv Sfwpz 8214634 | ZQVJPJ | Target-Date 2000-2010 | — | 10.69% | — | — | |
| H. Vhfp Prjfg Jwvglwphcw Htjhm 3179 | WZYF | Target-Date 2000-2010 | — | 11.82% | — | — | |
| M. Lxdx Cgsgy Ksfqsgdjgh Whdwk 958 | JLXZH | Target-Date 2015 | — | 12.35% | — | — | |
| R. Ycxl Wvjbs Ffgpzbrcbn Ptbfv 2623 | ZDTRB | Target-Date 2020 | — | 12.98% | — | — | |
| Q. Dmxy Ltlrd Zrnfjqktlw Nvhkn 6143 | LTZTSS | Target-Date 2025 | — | 14.11% | — | — | |
| X. Cfgd Dwplp Hmxrvbhdjm Xfrcv 141 | LNGMR | Target-Date 2030 | — | 16.46% | — | — | |
| Y. Fffh Grvfy Njncfqwbdp Vdvkv 5634 | PYHN | Target-Date 2035 | — | 18.81% | — | — | |
| T. Vtmf Rpdns Hnbhbmhwrq Fghhn 6776 | RQYZS | Target-Date 2040 | — | 20.15% | — | — | |
| V. Pgjq Vnycf Mtznmzmktx Lhhgh 61548 | LTMVZ | Target-Date 2045 | — | 22.06% | — | — | |
| F. Rjnc Pdkzp Pvwvcmpwvn Jgzjy 2726 | PMCSBD | Target-Date 2050 | — | 22.75% | — | — | |
| Q. Jvyf Zpvsm Zmvcxfrxlj Dfmtg 5 | WNTNG | Target-Date 2055 | — | 22.15% | — | — | |
| G. Hytw Bvjdz Tvmzczqyyp Gmqhm 16152 | PHNFB | Target-Date 2060 | — | 22.83% | — | — | |
| K. Gttk Lhqpg Gytlbzzddt Ygnlr 186665 | YVMVJG | Target-Date 2065+ | — | 22.78% | — | — |
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.