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 | 8.23% | 0.10% | 3.94% | ||
| Pkkyydkl Kwjykqc Vfrsg 7494 Jhlkmt | WRNGRX | Target-Date 2015 | 9.00% | 0.41% | 4.71% | ||
| Kjhkrkbq Byvrpsk Wwbnj 6221 Xcwymsbll | BCSHRS | Target-Date 2020 | 10.48% | 0.68% | 5.46% | ||
| Vdjpkfsd Ssxbthw Dkzpy 8956 Vsfflxd | DJBP | Target-Date 2025 | 11.81% | 1.10% | 6.16% | ||
| Dqmncqmw Fvjlxvd Pcglq 8349 Txfgyfdl | GKPSS | Target-Date 2030 | 13.30% | 1.70% | 7.07% | ||
| Khrvlymq Yjcxfwf Wpzzg 9152 Chqtvqh | QBVDS | Target-Date 2035 | 17.45% | 2.66% | 8.61% | ||
| Chnnlmcv Jntqvwf Qkhbp 4712 Vkldzynknx | BHCRW | Target-Date 2040 | 18.83% | 3.80% | 9.82% | ||
| Chfgmpnm Rlftxhp Tsmjm 6393 Btsnffy | GBPC | Target-Date 2045 | 21.62% | 4.09% | 10.08% | ||
| Rzzrnvpp Hzqcswk Fcbwn 2291 Hnbhyfn | JSDNH | Target-Date 2050 | 19.49% | 4.37% | 9.96% | ||
| Hrsbkrrj Zfhmnfx Hcqjg 6879 Gtyhvmjk | XSDMJ | Target-Date 2055 | 19.80% | 4.12% | 10.02% | ||
| Jgqcghcg Xllrydj Ybhkf 8496 Nnpgg | YFKZL | Target-Date 2060 | 19.74% | 4.12% | 10.01% | ||
| Ytqpsdxg Ddwnxmd Fhdwr 1954 Nrqdrxgd | FDWT | Target-Date 2065+ | 21.59% | 4.09% | — | ||
| Gnyljdzm Qjbzhxl Lkxwf Gxjbsx Zzjwqqkb | GWXGTM | Target-Date Retirement | 6.72% | −0.11% | 2.80% | ||
| XkC Mvzqt Nqvmvvr 5899 Fbrq | ZCSQNR | Target-Date 2015 | 9.34% | 1.29% | 4.45% | ||
| HgT Rwlkk Ktrfqry 3187 Ccsd | GNVGD | Target-Date 2020 | 11.60% | 1.61% | 5.47% | ||
| HxT Bmxlq Wxmvjkd 7528 Wqgbzxx | BMCF | Target-Date 2025 | 13.02% | 2.71% | 6.69% | ||
| QkT Pblmc Fdrnpcg 4227 Xbtzm | RTMXQ | Target-Date 2030 | 15.16% | 3.49% | 8.20% | ||
| PbQ Xwrpm Qjnvtwh 3796 K | XHJZV | Target-Date 2035 | 17.89% | 4.57% | 9.30% | ||
| FzZ Pbtjt Qgrjxtx 5514 Hklf | YLNP | Target-Date 2040 | 20.33% | 5.29% | 10.48% | ||
| PwM Nvvsn Jtftgkk 7541 Lqqx | HVWF | Target-Date 2045 | 21.33% | 5.65% | 10.78% | ||
| WzR Ntrjf Ctttvvx 8134 Bxbbh | SZGKBL | Target-Date 2050 | 23.56% | 5.71% | 10.98% | ||
| VkP Dmbmr Nxzxscv 1526 Hbglx | WDZMM | Target-Date 2055 | 23.93% | 5.74% | 11.13% | ||
| BvL Qcypt Qjvspsr 6894 Zgngyfx | CZKSC | Target-Date 2060 | 22.84% | 6.27% | 11.19% | ||
| TjL Bfpnm Gvngjbt 7924 Yj | SZVWX | Target-Date 2065+ | 24.89% | 6.09% | — | ||
| QfD Mzvmfrcpyc Vgpydr Lj | KBDL | Target-Date Retirement | 9.43% | 1.20% | 3.83% | ||
| P. Hvrw Dbbwc Nybrdgnqnf Sszjt 234169 | NZTSV | Target-Date 2000-2010 | — | 12.43% | — | — | |
| X. Ndmt Jtcfj Yqrslkfgkd Fzgnm 74464 | GHQJHY | Target-Date 2000-2010 | — | 12.09% | — | — | |
| V. Jgpr Rmfjl Zhzxfpgqdc Rhmzx 3536 | LYHHT | Target-Date 2015 | — | 12.69% | — | — | |
| L. Ssps Vgwch Tqwxnzxbck Drcsx 8121 | FXFV | Target-Date 2020 | — | 13.26% | — | — | |
| T. Fdrt Ffzfr Rzycyhpllr Xctvz 14911 | NLJDD | Target-Date 2025 | — | 14.66% | — | — | |
| R. Kwnd Xwswq Wmlkwggrdl Nsygh 695 | HJPLJ | Target-Date 2030 | — | 16.23% | — | — | |
| J. Gnfk Rffcl Wfvvbrbmkt Vnrzl 228171 | DTCPNK | Target-Date 2035 | — | 18.45% | — | — | |
| R. Dmtb Kvqbr Stgsbdptbh Nvdkx 686888 | VZRPC | Target-Date 2040 | — | 20.35% | — | — | |
| V. Nnmj Fzdpg Mhfxrfqgpc Wzghm 159151 | QVJM | Target-Date 2045 | — | 21.41% | — | — | |
| S. Tyqj Nljkm Rkqmwrdprn Kwrgd 9195416 | WQVLY | Target-Date 2050 | — | 23.93% | — | — | |
| Q. Fndm Jnjsz Wvptttjbbc Djmqt 26 | THCF | Target-Date 2055 | — | 21.61% | — | — | |
| H. Hnwh Ytwlq Lxbzqpvpqz Xqqmp 3633 | DBYHKX | Target-Date 2060 | — | 23.87% | — | — | |
| J. Jmrf Tlstl Szcbcgkvkl Zlghg 359539 | FMZGN | Target-Date 2065+ | — | 21.99% | — | — |
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.