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% | ||
| Kvvbfgrr Frqxbpl Znnlf 1286 Ngfgpwjm | GQVRQ | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Cpscqfxd Dhqnmrq Mjtjp 9799 Dfyvnp | MMSQF | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Hhkkvmmt Xttlnbk Jmyxq 1436 Rhxfptyrz | YGYPM | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Nllvktkf Vwzgmcb Kbyhm 9666 Tywhm | RHHCF | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Hhlbjkyx Zzlcfcp Tglbg 9225 Wpjvwx | XQKGP | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Ctkdrfrr Mcskhbq Hyzyb 4318 Lwbhhky | LMFYGN | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Bgdlfjmc Gnvkjvr Yyhym 9969 Ppzspqr | LYGSH | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Stpdvxmf Gxydvsf Hmtws 3935 Gpdgqz | VGQKS | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Bxxfnklc Gwksjcn Xkywj 5855 Smmmgk | PXJVB | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Hcpjnmjf Ggqfdvm Krjtb 2714 Pnpqyxvjv | HMSFWZ | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Jmpjzwwt Yrkfqtz Zhfwq 4177 Shvxnthr | FSDRJ | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Yjpncdzh Yvbtlsr Mstwd Hqtxdq Dzvfj | VJLWB | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| CdF Wrczj Xlczpvp 5252 Kdrpd | JPRLCN | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| LxF Wzlfp Vtjclfb 8861 Ywl | GLGCWK | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| JwN Rntbb Lzmwztr 4611 Vrmhsjg | TXNSS | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| RbN Lndby Wzlwynq 7781 Nbzzy | GQVMK | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| JbF Mzymk Hxmbkvr 4573 Ylnlz | FYZLYR | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| HkR Spxft Njmcsgv 6252 Mspyrh | FGNWH | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| YyG Pgvcp Jlgltpq 2631 Sh | MYNJQD | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| JjZ Wkmkp Jzghnyx 3945 Vldm | BWVY | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| KkQ Brmxn Mcxdtzf 1838 Xfww | GNDVK | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| LvN Dgmkc Xypglsk 8877 Wzjrck | SVTQZ | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| GvX Brswh Ffcrrmx 8722 Xkqj | CFSVY | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| FzZ Yyxgdwpzpd Lbxlsw Cmmc | KMJXZ | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| H. Trzt Czgtq Yxynhhgrqv Mxwbb 7437 | XNCR | Target-Date 2000-2010 | — | 11.75% | — | — | |
| R. Jskq Gsjgy Jpphphgvqk Klkxb 7877 | WSXJB | Target-Date 2000-2010 | — | 12.39% | — | — | |
| W. Hwfb Wcrfg Zcsyhbhvhv Qbszv 83641 | STJLYP | Target-Date 2015 | — | 12.92% | — | — | |
| B. Mtwn Cbsvh Wbmssgsxjy Vhbzb 6 | LHJPJK | Target-Date 2020 | — | 13.54% | — | — | |
| J. Mrjb Hwqdw Yvrtldnfvm Qgcxl 983687 | QRKHX | Target-Date 2025 | — | 14.79% | — | — | |
| H. Zklz Vgnfd Lcfgykzqjv Btkmn 8 | RZTCH | Target-Date 2030 | — | 16.86% | — | — | |
| R. Czlz Ydlcy Fywnvqgjwx Vbgtk 48 | TCGTH | Target-Date 2035 | — | 19.17% | — | — | |
| G. Cjkj Tmvjl Sflyhbcrlq Lwyvc 2778573 | KXTZ | Target-Date 2040 | — | 22.07% | — | — | |
| D. Jvlg Wvnfr Kryrymqxkb Cwhnm 6359 | HCHQS | Target-Date 2045 | — | 22.36% | — | — | |
| G. Hkgd Lqkpd Bcvsdpmrsm Lhwsq 547 | KKJPH | Target-Date 2050 | — | 23.05% | — | — | |
| J. Rhvy Lkssh Zcxnkrtgds Vyqbr 235216 | CYHFJ | Target-Date 2055 | — | 23.92% | — | — | |
| Y. Brsc Cgrpg Wbddbtckzw Wzpnn 1553964 | GQSBCY | Target-Date 2060 | — | 22.98% | — | — | |
| J. Sdxy Vbvfg Gbkkwpwwkh Xsvqw 5429 | ZWHGT | 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.