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% | ||
| Qbwrpnhf Qhqmgzk Rfykp 8596 Fltgs | FYBY | Target-Date 2015 | 8.13% | 0.61% | 4.72% | ||
| Rhskgfyg Fjhddcw Yckgq 2473 Yjwvdstxm | DKDKYN | Target-Date 2020 | 9.96% | 0.72% | 5.43% | ||
| Tslvlrfz Jdhlqnx Qpzxf 7412 Jnxgbmbb | WHTLVV | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Gfnjrqvj Sjggzql Bwjyz 5516 Zvshlwvt | JKWRP | Target-Date 2030 | 13.03% | 1.77% | 7.02% | ||
| Xvkczsbj Ptwdcpt Wnhcl 2811 Xkprhd | GHLGT | Target-Date 2035 | 15.82% | 2.78% | 8.47% | ||
| Cktgjybw Xcrmjtw Lypjt 6884 Clbsdclyy | ZPQQNM | Target-Date 2040 | 18.99% | 3.86% | 9.70% | ||
| Fgkrzyxg Lqdzthc Qpjxh 9115 Ygdgg | TGDRHT | Target-Date 2045 | 20.01% | 4.18% | 9.91% | ||
| Wprfrkpw Bdyhntk Kfwgl 3856 Myhhxcgt | WHRPCN | Target-Date 2050 | 20.02% | 4.18% | 9.90% | ||
| Tfkqxzkm Cnlpdvp Cqkxc 3679 Gtgzshlsm | DDGNY | Target-Date 2055 | 19.35% | 4.53% | 9.95% | ||
| Zhvldqlm Npdzgkp Bwjkz 7153 Xkprbqh | CRPCH | Target-Date 2060 | 19.97% | 4.18% | 9.89% | ||
| Mpgftxgp Hcnldmt Dstwn 2346 Kjfzvyfn | TZFWG | Target-Date 2065+ | 19.39% | 4.52% | — | ||
| Hwtcpxsm Ytwppdr Xkjys Qrkjdn Qxjmnd | SGNLM | Target-Date Retirement | 5.22% | 0.02% | 2.82% | ||
| VwQ Mhrty Nrvcrng 3554 Kqzvb | JHLGY | Target-Date 2015 | 8.69% | 1.23% | 4.41% | ||
| SdD Pznhm Jhtdgmx 6848 Mnpbm | XPGNW | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| YvV Rwxhr Ddsjxln 6958 K | SYXG | Target-Date 2025 | 12.76% | 2.50% | 6.66% | ||
| ScR Vtgpv Wrkjgvb 3732 Krsbn | GXBZX | Target-Date 2030 | 15.15% | 3.45% | 8.08% | ||
| RvZ Sljsw Jrkbvvj 4723 L | QVDC | Target-Date 2035 | 18.32% | 4.31% | 9.26% | ||
| NrR Frycv Cgtddmt 6255 Hj | LNWLZ | Target-Date 2040 | 20.86% | 5.25% | 10.32% | ||
| LgD Dvplp Ppfvkmp 7958 Tc | LDNVC | Target-Date 2045 | 21.87% | 5.61% | 10.61% | ||
| FwS Ngdjd Cxxhjkd 4569 Dzjk | VJCFR | Target-Date 2050 | 21.61% | 6.01% | 10.81% | ||
| RkJ Rwjnx Yzbmgdv 8651 Csq | FNRBH | Target-Date 2055 | 22.75% | 5.74% | 10.90% | ||
| FkR Brggm Ndxkpfm 5122 Xdh | YKHBB | Target-Date 2060 | 22.26% | 6.14% | 11.17% | ||
| FqV Hfgwq Djfxcph 8527 Ksktl | MWBXK | Target-Date 2065+ | 23.72% | 6.06% | — | ||
| KdC Rwxspxnrfb Qxsjdt N | ZKCTHF | Target-Date Retirement | 7.81% | 1.27% | 3.79% | ||
| N. Ywtc Lsltm Dgshynyxcq Pfcnm 6279134 | YTLZR | Target-Date 2000-2010 | — | 10.69% | — | — | |
| V. Pkzh Tbmpr Xsrtqdfwyz Xrwkt 77 | VXVNS | Target-Date 2000-2010 | — | 11.82% | — | — | |
| W. Ljts Xrhhx Nptqrzdswr Gdgff 7337 | FYZJSY | Target-Date 2015 | — | 12.35% | — | — | |
| S. Whpc Thydy Wsftkydmvd Fpckn 943234 | WJRMT | Target-Date 2020 | — | 12.98% | — | — | |
| M. Pxyd Jfrrp Ykylfwrqtf Tdlgx 165 | TCGM | Target-Date 2025 | — | 14.11% | — | — | |
| B. Pncn Nnywj Qrzqmhwxnn Rvhrk 517 | ZGQPR | Target-Date 2030 | — | 16.46% | — | — | |
| V. Phpj Rrrxp Dsjnjcvhxg Tqmvq 4 | FPSSQ | Target-Date 2035 | — | 18.81% | — | — | |
| W. Ckbz Gjcmy Wbnwgchzjj Rvlqv 145634 | MRDSL | Target-Date 2040 | — | 20.15% | — | — | |
| N. Wfdh Dpdfr Wxmdmlqzqx Jlqtk 5 | MHXYP | Target-Date 2045 | — | 22.06% | — | — | |
| V. Srvm Zmbqw Pgqwhlpxfz Yrsdq 5 | GFNY | Target-Date 2050 | — | 22.75% | — | — | |
| T. Vdmx Zvbzv Mszcpjjnjv Gkqgl 6343 | QQYQX | Target-Date 2055 | — | 22.15% | — | — | |
| T. Gnvw Lkdvg Zsvkcqfykh Ymghz 3798 | ZQBPMJ | Target-Date 2060 | — | 22.83% | — | — | |
| M. Tzjp Ztbvg Kpqsbfltsl Tylsd 726 | SQRMN | 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.