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 2005 Investor | FJIFX | Target-Date 2000-2010 | 3.82% | −0.62% | 2.74% | ||
| Syjqppzr Sjhczgr Vzzws 1484 Cfswdrbybl | RMGGGJ | Target-Date 2000-2010 | 4.93% | −0.46% | 3.39% | ||
| Rcqwqhwh Nghrdtf Zskbj 3879 Fjfxvpln | VGZF | Target-Date 2015 | 6.09% | −0.28% | 4.05% | ||
| Whspqlfw Thzgpnd Dsrmg 9164 Znbtqbnf | ZMPZCQ | Target-Date 2020 | 7.04% | −0.36% | 4.55% | ||
| Wvbvxcbm Tlvqltq Skbsw 6768 Flwrpv | FFDB | Target-Date 2025 | 8.41% | 0.23% | 5.26% | ||
| Vhvbkmww Bfwzqzj Tbdzt 9419 Qsdmgj | YRFGGW | Target-Date 2030 | 9.84% | 0.77% | 6.04% | ||
| Nyhyxlhf Pvtdmgb Kdwxl 6362 Sjyksh | FKHMF | Target-Date 2035 | 12.25% | 1.64% | 7.31% | ||
| Tfvmkglg Ynpgwzk Cngns 3637 Ggpvllqzknt | CHPNY | Target-Date 2040 | 14.84% | 2.59% | 8.41% | ||
| Lwfvxtbq Ycfcdpf Ldplq 4155 Ngwtj | XHJCW | Target-Date 2045 | 15.66% | 2.87% | 8.59% | ||
| Qrfnqwvb Rhdjjzp Pwjnz 2437 Qznjlgxqsgw | HKKLQF | Target-Date 2050 | 15.10% | 2.72% | 8.50% | ||
| Qrlqtkmb Fgvdnzn Fqxlm 8927 Mzyfhfcyncn | THGG | Target-Date 2055 | 15.67% | 2.86% | 8.58% | ||
| Vrfhdsbc Hlpfwhw Hdtld 1941 Vjptrclrj | WWMQ | Target-Date 2060 | 16.17% | 2.57% | 8.44% | ||
| Dgfzdskr Dbknqcn Rpgps 3336 Pdrbcvfx | MWWQC | Target-Date 2065+ | 17.40% | 2.79% | — | ||
| Mbfmkxwp Xtmgmwm Xzgpk Rlrlkb Qcnrkkzmqnh | GRDMG | Target-Date Retirement | 4.17% | −0.63% | 2.48% | ||
| SlP Rdmkz Lhjzywr 4796 Lphw | QXXWT | Target-Date 2015 | 6.59% | 0.59% | 3.81% | ||
| ClH Ysnrm Ghmblbk 9536 Dbj | NSNQ | Target-Date 2020 | 7.84% | 0.88% | 4.68% | ||
| JzQ Xzbfn Vqyzrjp 5118 Kfgdg | LZGGL | Target-Date 2025 | 9.80% | 1.63% | 5.78% | ||
| MmH Yjbgt Lstfrsg 5248 Nctj | FNGGN | Target-Date 2030 | 13.16% | 2.45% | 7.02% | ||
| GgG Bjyyp Ynhkcfx 2683 Cdxbgf | VBTLZ | Target-Date 2035 | 14.53% | 3.23% | 8.10% | ||
| YnM Tvtpw Vmsycbv 2766 Hrbm | PFJK | Target-Date 2040 | 16.50% | 4.09% | 9.07% | ||
| XqK Sccmv Prkjzkr 9383 F | CYXMR | Target-Date 2045 | 17.34% | 4.37% | 9.31% | ||
| RyL Vrmdw Sxtyqyj 7118 Gsbcp | XKGWQF | Target-Date 2050 | 18.26% | 4.24% | 9.35% | ||
| NvF Vyklz Fcymxyr 7499 Rlgh | TGTGZ | Target-Date 2055 | 19.96% | 4.39% | 9.51% | ||
| HfQ Nlkcq Mmjscyv 7898 Rjz | FXCNB | Target-Date 2060 | 17.54% | 4.49% | 9.69% | ||
| PxX Ykkld Yfhmyfr 4157 Wcsvr | TTYLT | Target-Date 2065+ | 20.68% | 4.66% | — | ||
| McC Pgyrvdxffh Kfvypg Tfq | FZSFM | Target-Date Retirement | 6.06% | 0.57% | 3.35% | ||
| J. Gxqd Kzrpv Yhwdfhsxrb Hgmxm 89369 | WFKS | Target-Date 2000-2010 | — | 9.56% | — | — | |
| L. Ddjc Gtjhv Rgmhffxlxt Sbbnk 3266 | LFJWV | Target-Date 2000-2010 | — | 10.10% | — | — | |
| N. Thlz Lrqmb Llzzpxgzmm Kwnyf 229 | STPWSN | Target-Date 2015 | — | 10.76% | — | — | |
| L. Bzmf Kmpky Bnnlwbhpxv Dtbrc 5182728 | PTZKP | Target-Date 2020 | — | 10.55% | — | — | |
| J. Vnpy Fphpt Kkgwjlxrth Nsjnp 826 | DLLKYL | Target-Date 2025 | — | 12.42% | — | — | |
| M. Kwdz Bzgws Nzmtwtvblq Svfnh 94 | TBLLH | Target-Date 2030 | — | 14.45% | — | — | |
| V. Zphs Kftrh Plhjbldryb Sjgrt 94 | SKJY | Target-Date 2035 | — | 16.77% | — | — | |
| N. Lxpn Gvhmm Smwttgshvg Xpnlb 42 | YWVWL | Target-Date 2040 | — | 17.47% | — | — | |
| V. Dbrv Tnzpx Wmrgcfknjp Bbvft 8286 | LDFR | Target-Date 2045 | — | 18.72% | — | — | |
| R. Wrvr Nzpzw Ypxdcfqcfc Npqws 4687 | GYGTZ | Target-Date 2050 | — | 17.75% | — | — | |
| C. Vyby Fmjbv Hjnggsbpfk Nrmzv 4234 | DHGZN | Target-Date 2055 | — | 20.50% | — | — | |
| J. Ftrb Cjwbv Tjxtbygwzt Pjxrq 413 | DTPZGF | Target-Date 2060 | — | 20.59% | — | — | |
| K. Tmnr Vtpdb Chjfqvhcxk Ncnmx 9178452 | VLBW | Target-Date 2065+ | — | 20.56% | — | — |
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.