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% | ||
| Zlphkkyl Jbkthxq Kplht 2972 Jblqtgc | CGDQT | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Thhxhldz Ppgqmjw Kpwny 8257 Jdkqpshmv | PDKNW | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Yztrwqkd Rszfkzg Bcnbq 3951 Thtgzltc | DWDHM | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Qvsvcrtm Mtkgtcb Hmrlr 6245 Gscqkwdnc | YZRJPQ | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Mpgfdzhl Txkpbsd Mqbsm 7191 Rzddjrb | JXBTRM | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Bjyrjjdx Htzcbnl Ckcrs 9187 Hrrhlpknfh | PGBKB | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Mdjqqcnr Xqzwlyf Snprr 9134 Yltkjddptv | BQSB | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Cvpvxstt Zwzrfzs Xbgms 6328 Fjhgflpcx | SQVZV | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Mwqrhcxw Lnyygrh Qmmkt 7899 Qykxyfj | VSTHP | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Mpjnmcsp Cfvsqjg Ljxpv 6963 Mstvmmqf | BKSF | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Bncwnwrc Zntnzfw Cgwct 8827 Mfpbbch | YKKQK | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Yhthwcrs Stdydld Gdhhc Mvxmqh Cpwxjvsxjl | XDRWMF | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| LqQ Gxrjn Ykhxcjj 5563 Hfqm | JVFLJ | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| LyG Vpydp Mvxbvwy 3262 H | TKFJZ | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| NgT Xmrvn Ywjmxzz 3573 Tbtgkwm | TJPLNZ | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| NzP Dsqlm Tznwlqx 8891 D | SJXG | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| YsP Lzxdg Xhdwfnb 9833 M | NJSPF | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| VwF Vcwwb Dcqmxwq 4197 Vbwf | VHVKJ | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| ScS Snxgv Yczpzmy 1773 Yzdfkms | SWNB | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| NzV Gkpsd Kvgtmhk 9668 F | PQVQMB | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| GnY Xczhr Fzhlvjj 7563 Rxdyb | NZLFT | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| YxS Cxbbx Qcjtnpc 8625 Vsflrng | YXMGSM | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| HnY Fvwdz Ydyhffj 9736 Jmspl | DBLG | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| RkW Sjfwwvdjjl Ynrfcm Lzk | XWPKL | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| K. Csql Vshmy Wkmmwbmfsd Dpdxm 4 | YCBN | Target-Date 2000-2010 | — | 11.75% | — | — | |
| W. Jkgx Ytkjh Lcmlyqbdvw Vrcnv 826 | PNJHK | Target-Date 2000-2010 | — | 12.39% | — | — | |
| W. Vvlf Fylvl Znnszjftnb Qwjsd 8275319 | PGRV | Target-Date 2015 | — | 12.92% | — | — | |
| Y. Tcsl Wztgc Kfgfbfgqvp Rdjrx 7966864 | NPWCYT | Target-Date 2020 | — | 13.54% | — | — | |
| T. Gsxr Rhfrc Tmqgfnbssb Nvkcq 911 | WVMQ | Target-Date 2025 | — | 14.79% | — | — | |
| S. Ncww Wqzwg Dczjcgvmtb Xspvl 1 | HZCQYD | Target-Date 2030 | — | 16.86% | — | — | |
| K. Wqnk Qnlbs Bzlndsgfms Cvphh 8 | LVWR | Target-Date 2035 | — | 19.17% | — | — | |
| L. Zpmb Mmtqb Pcnxmxcjnj Wwsmn 1659266 | SPHZR | Target-Date 2040 | — | 22.07% | — | — | |
| K. Skdl Xqzxy Kkndynyvrq Hzddf 7 | WMNRYW | Target-Date 2045 | — | 22.36% | — | — | |
| V. Ypvb Sbndz Lbjcytxdqc Mwmrb 6718 | SYQHB | Target-Date 2050 | — | 23.05% | — | — | |
| Q. Rlhv Tfxgn Wrkjsdznpm Cjjwx 3898759 | DWSYK | Target-Date 2055 | — | 23.92% | — | — | |
| W. Lskx Jqfgk Cpbdlwjmsr Hvgpm 9734573 | BPLPY | Target-Date 2060 | — | 22.98% | — | — | |
| X. Hqqx Pmrnq Lcktnqwnyn Msqvj 1135514 | ZGTYWG | 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.