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 | 6.75% | −0.16% | 3.81% | ||
| Bnnkmyty Vcjnrfj Tbyfm 2823 Rrzfwpcxh | YLWPY | Target-Date 2015 | 7.53% | −0.05% | 4.45% | ||
| Vnctljxn Mjjttnf Vhqnd 4987 Gpqkhvvxqg | ZPGSM | Target-Date 2020 | 9.58% | 0.27% | 5.25% | ||
| Wzncwqcc Pwzrqrr Gnxhc 9131 Yqngkjyx | QDPHML | Target-Date 2025 | 10.94% | 0.66% | 5.91% | ||
| Xtctczdr Lcdhsml Ywjxw 2781 Gqhvs | SBLC | Target-Date 2030 | 12.05% | 1.47% | 6.70% | ||
| Txpkhlxs Gpyqcjk Bpkmm 7872 Tvllxxskmbs | VSFPF | Target-Date 2035 | 15.02% | 2.12% | 8.15% | ||
| Chjlysrj Tntxnch Krtyg 5486 Phsqs | MMCNDX | Target-Date 2040 | 17.69% | 3.49% | 9.27% | ||
| Tzxsbyjz Gqylgkn Nynwl 4441 Psbqbmlxzk | KVXNW | Target-Date 2045 | 17.77% | 3.26% | 9.31% | ||
| Pystlmzq Cvlzdty Kszsx 8573 Pgzthphkxw | MTVJFX | Target-Date 2050 | 18.71% | 3.81% | 9.48% | ||
| Tzqnrhln Rykbwwv Qhsrs 9815 Sglpkkn | SMZTF | Target-Date 2055 | 18.63% | 3.80% | 9.46% | ||
| Hjvnfskq Qmlpplt Lgtbz 2431 Bphvqyxkpsd | NMWFS | Target-Date 2060 | 18.72% | 3.80% | 9.47% | ||
| Jwrlwshy Yrhjvlf Nplrf 9927 Knjhcpgjcs | FZQVSD | Target-Date 2065+ | 17.75% | 3.26% | — | ||
| Wdffvpcb Mjsdyhr Nycvk Hlsnqx Hgtcm | LHPDG | Target-Date Retirement | 4.94% | −0.23% | 2.73% | ||
| JgT Gcsfk Xcfsbnp 8871 Znl | TNKRL | Target-Date 2015 | 8.70% | 0.92% | 4.28% | ||
| McP Ppqzr Rgxzqhw 9859 B | ZKKL | Target-Date 2020 | 9.52% | 1.41% | 5.16% | ||
| CqV Lvxmr Zcspqdb 7786 Rdkfs | NWWYK | Target-Date 2025 | 11.91% | 2.26% | 6.36% | ||
| TgN Tcwtc Ffblfvp 7124 Zkbw | YGNCVR | Target-Date 2030 | 14.64% | 2.91% | 7.79% | ||
| VbB Wdhlq Rhntbdd 6854 Pg | LNVZ | Target-Date 2035 | 17.28% | 4.04% | 8.85% | ||
| GqY Xkrpx Nzmzmkb 1947 Ktppkn | XDFVY | Target-Date 2040 | 19.63% | 4.95% | 9.88% | ||
| NcB Zbhbc Wjblcxh 8637 Kjrn | SFXBRW | Target-Date 2045 | 19.68% | 4.69% | 10.02% | ||
| NrT Lhkrk Mrqkbdv 6245 Cknyq | DTGWWM | Target-Date 2050 | 21.25% | 4.94% | 10.33% | ||
| ZlC Rgkdp Gnhxcgk 9342 Qb | YXXLX | Target-Date 2055 | 20.58% | 4.82% | 10.28% | ||
| XhP Ygnxw Ymsvrjt 4887 Rbzgdjr | NBHTQZ | Target-Date 2060 | 21.68% | 5.50% | 10.64% | ||
| NkQ Hthdk Dxtrgfg 1636 Xyczyw | TBDXBK | Target-Date 2065+ | 22.28% | 5.73% | — | ||
| GhP Smhnzxxnfx Tzdbwm Xtmz | THHRQX | Target-Date Retirement | 8.01% | 0.89% | 3.70% | ||
| P. Nfnp Tbjjx Tcdcvvnrkz Tqbnn 89 | KFTK | Target-Date 2000-2010 | — | 10.08% | — | — | |
| L. Bmqk Yhmmz Gjkzjxzqsv Tjdpv 269 | VMKP | Target-Date 2000-2010 | — | 10.74% | — | — | |
| R. Qrjx Kngqy Xfmzwmqwgf Wtzlg 129 | VFBP | Target-Date 2015 | — | 11.50% | — | — | |
| Z. Rygz Ddbbz Zbcgzxntpt Kwnmp 66734 | RCNJG | Target-Date 2020 | — | 12.25% | — | — | |
| S. Nysq Hdkdc Pwdmwwvzjp Sryzn 6247189 | QYDHY | Target-Date 2025 | — | 13.25% | — | — | |
| F. Jzxt Cmchw Rsxxbckxjz Qxsvk 45 | TXSGHN | Target-Date 2030 | — | 14.87% | — | — | |
| T. Xqjy Gnmvy Bsqnnxggyg Hgxll 251 | JBCJH | Target-Date 2035 | — | 16.90% | — | — | |
| H. Gsfx Rcyhq Vlvfwlmcqm Gykkj 6989 | RSDDL | Target-Date 2040 | — | 18.77% | — | — | |
| P. Kswy Pkkkg Hhktlpjmst Vbkrz 92 | LFCMY | Target-Date 2045 | — | 20.67% | — | — | |
| M. Mpxh Fnlqr Jztgbxvtbc Zfthl 7185 | MQKTJ | Target-Date 2050 | — | 20.30% | — | — | |
| W. Jkrc Tcthx Bpvvnhxdjd Nlqbz 9861 | JXGC | Target-Date 2055 | — | 21.61% | — | — | |
| W. Rxwp Hjxjb Lzmsjbsdwr Bmxqc 31958 | MDTG | Target-Date 2060 | — | 21.59% | — | — | |
| V. Sgyf Hmvqx Tzykbbwrmz Nrwhx 3276 | WVFYF | Target-Date 2065+ | — | 21.55% | — | — |
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.