Target Date Funds
These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Retirement 2020 Advisor | PARBX | Target-Date 2020 | 14.88 Bil | 2.14% | 17 | 6 | 2 | 0.780% | $2,500 | No Load | Open |
Fidelity Freedom 2020 | FFFDX | Target-Date 2020 | 14.62 Bil | 2.27% | 83 | 27 | 12 | 0.570% | — | No Load | Open |
Fidelity Freedom Index 2025 Investor | FQIFX | Target-Date 2025 | 13.88 Bil | 2.36% | 65 | 53 | 32 | 0.120% | — | No Load | Open |
American Funds 2060 Trgt Date Retire F1 | FAWTX | Target-Date 2060 | 12.53 Bil | 1.04% | 51 | 40 | — | 0.750% | $250 | No Load | Open |
American Funds 2060 Trgt Date Retire F2 | FBKTX | Target-Date 2060 | 12.53 Bil | 1.29% | 40 | 27 | — | 0.480% | $250 | No Load | Open |
Fidelity Freedom Index 2055 Investor | FDEWX | Target-Date 2055 | 12.13 Bil | 1.86% | 58 | 64 | 43 | 0.120% | — | No Load | Open |
BlackRock LifePath® Index 2030 Inv A | LINAX | Target-Date 2030 | 12.09 Bil | 1.91% | 84 | 82 | 75 | 0.390% | $1,000 | No Load | Open |
BlackRock LifePath® Index 2040 Inv A | LIKAX | Target-Date 2040 | 11.93 Bil | 1.77% | 71 | 73 | 59 | 0.390% | $1,000 | No Load | Open |
Fidelity Freedom 2055 | FDEEX | Target-Date 2055 | 10.76 Bil | 1.19% | 52 | 15 | 15 | 0.750% | — | No Load | Open |
T. Rowe Price Retirement 2055 | TRRNX | Target-Date 2055 | 9.87 Bil | 1.19% | 54 | 23 | 8 | 0.640% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2055 Advisor | PAROX | Target-Date 2055 | 9.87 Bil | 1.03% | 68 | 38 | 24 | 0.890% | $2,500 | No Load | Open |
BlackRock LifePath® Index 2035 Inv A | LIJAX | Target-Date 2035 | 9.34 Bil | 1.84% | 76 | 81 | 69 | 0.390% | $1,000 | No Load | Open |
Nuveen Lifecycle Index 2040 Premier | TLPRX | Target-Date 2040 | 8.81 Bil | 1.94% | 13 | 29 | 20 | 0.250% | — | No Load | Open |
BlackRock LifePath® Index 2050 Inv A | LIPAX | Target-Date 2050 | 8.54 Bil | 1.63% | 33 | 38 | 37 | 0.390% | $1,000 | No Load | Open |
Nuveen Lifecycle Index 2035 Premier | TLYPX | Target-Date 2035 | 8.40 Bil | 2.03% | 18 | 31 | 21 | 0.250% | — | No Load | Open |
BlackRock LifePath® Index 2045 Inv A | LIHAX | Target-Date 2045 | 8.17 Bil | 1.71% | 53 | 56 | 47 | 0.390% | $1,000 | No Load | Open |
Nuveen Lifecycle Index 2030 Premier | TLHPX | Target-Date 2030 | 7.97 Bil | 2.15% | 19 | 28 | 15 | 0.250% | — | No Load | Open |
Nuveen Lifecycle Index 2045 Premier | TLMPX | Target-Date 2045 | 7.36 Bil | 1.89% | 15 | 19 | 13 | 0.250% | — | No Load | Open |
BlackRock LifePath® Index Retire Inv A | LIRAX | Target-Date Retirement | 7.14 Bil | 1.99% | 78 | 31 | 14 | 0.390% | $1,000 | No Load | Open |
Vanguard Target Retirement 2065 Fund | VLXVX | Target-Date 2065+ | 7.09 Bil | 2.00% | 43 | 70 | — | 0.080% | $1,000 | No Load | Open |
Fidelity Freedom Index 2020 Investor | FPIFX | Target-Date 2020 | 6.98 Bil | 2.42% | 74 | 56 | 42 | 0.120% | — | No Load | Open |
Fidelity Freedom Index 2060 Investor | FDKLX | Target-Date 2060 | 6.56 Bil | 1.84% | 59 | 64 | — | 0.120% | — | No Load | Open |
BlackRock LifePath® Index 2025 Inv A | LILAX | Target-Date 2025 | 6.54 Bil | 1.98% | 93 | 84 | 82 | 0.390% | $1,000 | No Load | Open |
Nuveen Lifecycle Index 2050 Premier | TLLPX | Target-Date 2050 | 6.21 Bil | 1.87% | 18 | 18 | 9 | 0.250% | — | No Load | Open |
Nuveen Lifecycle 2040 Premier | TCZPX | Target-Date 2040 | 6.16 Bil | 2.29% | 36 | 35 | 26 | 0.590% | — | No Load | Open |
Nuveen Lifecycle Index 2025 Premier | TLVPX | Target-Date 2025 | 5.92 Bil | 2.27% | 16 | 21 | 10 | 0.250% | — | No Load | Open |
BlackRock LifePath® Index 2055 Inv A | LIVAX | Target-Date 2055 | 5.58 Bil | 1.59% | 28 | 34 | 26 | 0.390% | $1,000 | No Load | Open |
T. Rowe Price Retirement 2015 Advisor | PARHX | Target-Date 2015 | 5.44 Bil | 2.25% | 9 | 4 | 2 | 0.750% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2015 | TRRGX | Target-Date 2015 | 5.44 Bil | 2.51% | 4 | 2 | 1 | 0.500% | $2,500 | No Load | Open |
Fidelity Freedom 2060 | FDKVX | Target-Date 2060 | 5.42 Bil | 1.19% | 52 | 17 | — | 0.750% | — | No Load | Open |
Nuveen Lifecycle 2035 Premier | TCYPX | Target-Date 2035 | 5.11 Bil | 2.55% | 35 | 41 | 30 | 0.580% | — | No Load | Open |
T. Rowe Price Retirement 2060 | TRRLX | Target-Date 2060 | 4.96 Bil | 1.22% | 54 | 28 | — | 0.640% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2060 Advisor | TRRYX | Target-Date 2060 | 4.96 Bil | 1.06% | 70 | 42 | — | 0.890% | $2,500 | No Load | Open |
American Funds 2015 Trgt Date Retire F1 | FAKTX | Target-Date 2015 | 4.92 Bil | 2.70% | 6 | 25 | 31 | 0.660% | $250 | No Load | Open |
American Funds 2015 Trgt Date Retire F2 | FBBTX | Target-Date 2015 | 4.92 Bil | 2.96% | 1 | 9 | 9 | 0.390% | $250 | No Load | Open |
Fidelity Freedom 2015 | FFVFX | Target-Date 2015 | 4.83 Bil | 2.46% | 85 | 48 | 20 | 0.530% | — | No Load | Open |
Nuveen Lifecycle 2030 Premier | TCHPX | Target-Date 2030 | 4.75 Bil | 2.84% | 33 | 38 | 25 | 0.570% | — | No Load | Open |
Nuveen Lifecycle 2045 Premier | TTFPX | Target-Date 2045 | 4.45 Bil | 1.90% | 39 | 28 | 20 | 0.600% | — | No Load | Open |
Nuveen Lifecycle 2025 Premier | TCQPX | Target-Date 2025 | 3.91 Bil | 3.17% | 25 | 31 | 19 | 0.560% | — | No Load | Open |
American Funds 2010 Trgt Date Retire F2 | FBATX | Target-Date 2000-2010 | 3.88 Bil | 3.04% | 1 | 13 | 8 | 0.380% | $250 | No Load | Open |
American Funds 2010 Trgt Date Retire F1 | FAATX | Target-Date 2000-2010 | 3.88 Bil | 2.77% | 5 | 27 | 22 | 0.650% | $250 | No Load | Open |
Nuveen Lifecycle Index 2055 Premier | TTIPX | Target-Date 2055 | 3.72 Bil | 1.86% | 16 | 16 | 4 | 0.250% | — | No Load | Open |
Nuveen Lifecycle 2050 Premier | TCLPX | Target-Date 2050 | 3.50 Bil | 1.78% | 43 | 27 | 21 | 0.600% | — | No Load | Open |
T. Rowe Price Retirement 2010 Advisor | PARAX | Target-Date 2000-2010 | 3.47 Bil | 2.35% | 12 | 4 | 5 | 0.740% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2010 | TRRAX | Target-Date 2000-2010 | 3.47 Bil | 2.61% | 5 | 2 | 1 | 0.490% | $2,500 | No Load | Open |
Fidelity Freedom 2010 | FFFCX | Target-Date 2000-2010 | 3.40 Bil | 2.73% | 74 | 62 | 43 | 0.480% | — | No Load | Open |
BlackRock LifePath® Index 2060 Inv A | LIZAX | Target-Date 2060 | 3.12 Bil | 1.59% | 29 | 39 | — | 0.390% | $1,000 | No Load | Open |
Nuveen Lifecycle Index 2020 Premier | TLWPX | Target-Date 2020 | 3.06 Bil | 2.39% | 25 | 23 | 21 | 0.250% | — | No Load | Open |
American Funds 2065 Trgt Date Retire F1 | FAXTX | Target-Date 2065+ | 2.67 Bil | 0.96% | 57 | — | — | 0.750% | $250 | No Load | Open |
American Funds 2065 Trgt Date Retire F2 | FBMTX | Target-Date 2065+ | 2.67 Bil | 1.20% | 53 | — | — | 0.480% | $250 | No Load | Open |
Target Date Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.