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Morningstar

Target Date Funds

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Nuveen Lifecycle 2020 PremierTCWPXTarget-Date 20202.55 Bil3.45%2633220.540%—No LoadOpen
Fidelity Freedom Blend 2035FHASXTarget-Date 20352.45 Bil1.83%6417—0.470%—No LoadOpen
Fidelity Freedom Blend 2040FHARXTarget-Date 20402.32 Bil1.61%4110—0.480%—No LoadOpen
Fidelity Freedom Blend 2030FHATXTarget-Date 20302.24 Bil2.08%7741—0.460%—No LoadOpen
Nuveen Lifecycle Index 2060 PremierTVIPXTarget-Date 20602.08 Bil1.84%1816—0.250%—No LoadOpen
Fidelity Freedom Blend 2045FHAQXTarget-Date 20452.06 Bil1.57%5117—0.490%—No LoadOpen
Fidelity Freedom IncomeFFFAXTarget-Date Retirement2.00 Bil3.01%8884770.470%—No LoadOpen
Fidelity Freedom Index 2015 InvestorFLIFXTarget-Date 20152.00 Bil2.56%7575500.120%—No LoadOpen
American Century One Choice 2035 InvARYIXTarget-Date 20351.93 Bil1.95%9696950.830%$2,500No LoadOpen
GuideStone Funds MyDestination 2025 InvGMWZXTarget-Date 20251.85 Bil2.30%3670800.750%$1,000No LoadOpen
Fidelity Freedom Blend 2050FHAPXTarget-Date 20501.84 Bil1.58%6528—0.490%—No LoadOpen
Fidelity Freedom Index 2065 InvestorFFIJXTarget-Date 2065+1.83 Bil1.81%67——0.120%—No LoadOpen
Nuveen Lifecycle 2055 PremierTTRPXTarget-Date 20551.80 Bil1.66%3627190.600%—No LoadOpen
GuideStone Funds MyDestination 2035 InvGMHZXTarget-Date 20351.78 Bil1.91%5579900.750%$1,000No LoadOpen
American Century One Choice In Ret InvARTOXTarget-Date Retirement1.76 Bil2.45%12340.750%$2,500No LoadOpen
American Century One Choice 2030 InvARCVXTarget-Date 20301.71 Bil2.29%8390910.790%$2,500No LoadOpen
American Century One Choice 2025 InvARWIXTarget-Date 20251.64 Bil2.15%6075810.770%$2,500No LoadOpen
Fidelity Freedom Blend 2025FHAUXTarget-Date 20251.60 Bil2.18%7641—0.450%—No LoadOpen
Voya Index Solution 2035 Port SISESXTarget-Date 20351.58 Bil1.63%5861600.470%—No LoadOpen
Victory Target Retirement 2040URFRXTarget-Date 20401.57 Bil2.34%2493970.550%$500No LoadOpen
American Century One Choice 2045 InvAROIXTarget-Date 20451.56 Bil1.65%9997970.880%$2,500No LoadOpen
American Century One Choice 2040 InvARDVXTarget-Date 20401.47 Bil2.04%9797930.850%$2,500No LoadOpen
GuideStone Funds MyDestination 2045 InvGMFZXTarget-Date 20451.46 Bil1.63%4875910.720%$1,000No LoadOpen
Empower Lifetime 2035 SvcMXLLXTarget-Date 20351.43 Bil1.68%8786730.980%—No LoadOpen
Empower Lifetime 2035 InvMXKLXTarget-Date 20351.43 Bil1.84%8482640.880%—No LoadOpen
Fidelity Freedom 2065FFSFXTarget-Date 2065+1.40 Bil1.19%63——0.750%—No LoadOpen
Fidelity Freedom Index Income InvestorFIKFXTarget-Date Retirement1.36 Bil2.95%7990890.120%—No LoadOpen
MoA Clear Passage 2030 FundMURIXTarget-Date 20301.35 Bil2.28%4510.390%$3,000No LoadOpen
MoA Clear Passage 2035 FundMURJXTarget-Date 20351.32 Bil2.21%6850.360%$3,000No LoadOpen
Empower Lifetime 2025 SvcMXFLXTarget-Date 20251.28 Bil2.09%5359560.920%—No LoadOpen
Empower Lifetime 2025 InvMXELXTarget-Date 20251.28 Bil2.26%4456480.820%—No LoadOpen
Voya Index Solution 2045 Port SISJSXTarget-Date 20451.28 Bil1.48%4450590.480%—No LoadOpen
T. Rowe Price Retirement 2005 AdvisorPARGXTarget-Date 2000-20101.24 Bil2.53%2717290.740%$2,500No LoadOpen
T. Rowe Price Retirement 2005TRRFXTarget-Date 2000-20101.24 Bil2.74%87120.490%$2,500No LoadOpen
MassMutual Select TRP Retirement 2030 M5MMTOXTarget-Date 20301.23 Bil1.96%172—0.580%—No LoadOpen
MassMutual Select TRP Retirement 2030 M4MMTPXTarget-Date 20301.23 Bil1.69%326—0.830%—No LoadOpen
Victory Target Retirement 2030URTRXTarget-Date 20301.23 Bil2.73%1374880.540%$500No LoadOpen
American Century One Choice 2050 InvARFVXTarget-Date 20501.22 Bil1.73%9997890.900%$2,500No LoadOpen
Fidelity Freedom Blend 2055FHAOXTarget-Date 20551.21 Bil1.55%7133—0.490%—No LoadOpen
JHancock Multimanager 2030 Lifetime 1JLFOXTarget-Date 20301.19 Bil3.10%7822180.620%—No LoadOpen
MassMutual Select TRP Retirement 2040 M4MMFQXTarget-Date 20401.17 Bil1.31%5621—0.850%—No LoadOpen
MassMutual Select TRP Retirement 2040 M5MMFPXTarget-Date 20401.17 Bil1.56%4414—0.600%—No LoadOpen
Nuveen Lifecycle 2015 PremierTCFPXTarget-Date 20151.17 Bil3.63%2726100.530%—No LoadOpen
MoA Clear Passage 2045 FundMURMXTarget-Date 20451.15 Bil2.13%91250.330%$3,000No LoadOpen
Schwab Target 2040SWERXTarget-Date 20401.15 Bil1.98%6271610.500%—No LoadOpen
JHancock Multimanager 2035 Lifetime 1JLHOXTarget-Date 20351.12 Bil2.61%9128310.640%—No LoadOpen
MoA Clear Passage 2040 FundMURLXTarget-Date 20401.12 Bil2.15%6850.340%$3,000No LoadOpen
MoA Clear Passage 2025 FundMURHXTarget-Date 20251.12 Bil2.39%42740.410%$3,000No LoadOpen
Schwab Target 2030 IndexSWYEXTarget-Date 20301.11 Bil2.26%1026—0.080%—No LoadOpen
Empower Lifetime 2045 InvMXQLXTarget-Date 20451.07 Bil1.59%8791780.920%—No LoadOpen

Target Date Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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