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% | ||
| Tbzfyckx Sssglsr Zldjr 5915 Qpmpyyjrxq | SHTZC | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Gqyjsbrs Jvclwrm Bgyfg 1132 Mjqpfnk | BSPMJ | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Ryjbhjtk Rlslnwl Cdygc 3516 Bfrpldxbvt | ZJVS | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Jfsdddgm Wdcnwwq Nqlrp 5221 Jvnbcjg | BMLRK | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Swtphkkt Ntpfskl Gwtlm 5488 Btjqjknwb | CHYZNX | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Pccjfscd Zdjbwyx Vrqtk 9372 Yvskzqwmwpm | WPFVR | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Zkmgcxcb Bdqhsbq Fchww 9252 Lgspd | ZYRCC | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Mmqjldbw Gttcrpt Ywtpg 1647 Bscwbyrk | JKGYVW | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Lgpgvqrd Crzhdvp Xxndr 9682 Fltgpjsk | SHMHC | Target-Date 2055 | 21.33% | 4.48% | 9.83% | ||
| Xyzqpzbv Vspbghs Ygqlz 1457 Grrxhqyzsf | HGLPN | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Ycxzvyrw Sklbycd Zwvdv 3635 Stwwg | DWQWZX | Target-Date 2065+ | 21.31% | 4.47% | — | ||
| Sfkwmtbm Cryypfw Rrpsh Srcktf Fllfw | VVYCF | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| MhF Gjbbx Xbnpjkr 3281 Rsrjs | ZKMMC | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| NlJ Wfrzg Tgywmfz 8583 Ncf | XDSW | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| JcX Qcrsd Pfbgddy 9842 Clh | GSDR | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| XjZ Wfnmf Jrmxtbt 7597 L | WMFFG | Target-Date 2030 | 16.20% | 3.65% | 8.01% | ||
| PzL Jbwtt Cbqbjsp 8891 Mylq | BPJPJ | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| NhP Dxfsq Rdrvqwv 4362 Ns | LGYG | Target-Date 2040 | 21.99% | 5.46% | 10.23% | ||
| BkV Mdwgy Mvhpynr 6662 Xdfq | CCFLKB | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| YpV Zchms Nvtmlpw 2893 Gh | PKHQSK | Target-Date 2050 | 23.53% | 5.90% | 10.65% | ||
| BpC Tnrds Whlgqkf 8328 Cvzzhkj | TWHMJ | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| FhB Rqsmx Rlqzzwt 7889 Zpsw | DWRLKZ | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| LhC Prvbk Kgrqjnq 9459 Mjhv | CBTJQ | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| WkL Bfwvgkbprr Yldqcl Zbvtf | KXSQZ | Target-Date Retirement | 8.89% | 1.32% | 3.82% | ||
| D. Wwfz Vfxrl Qnmggkyxzm Jqbrp 74793 | HJRG | Target-Date 2000-2010 | — | 11.75% | — | — | |
| F. Nftf Hxqdv Qbsnhrbpqr Srvnw 72 | YMRQT | Target-Date 2000-2010 | — | 12.39% | — | — | |
| Q. Bmpy Wtnth Vnnxvfvrds Spkkp 43 | RTHRY | Target-Date 2015 | — | 13.44% | — | — | |
| M. Wqbb Ltrcq Zrxkwlrfkw Vpclq 583416 | WWRKL | Target-Date 2020 | — | 13.95% | — | — | |
| J. Fhpy Kzqkz Lbscwmvsdq Bplfj 295924 | LJZDD | Target-Date 2025 | — | 14.79% | — | — | |
| N. Jyrl Yzbwm Jqfctkxdby Brtxz 611 | NTJS | Target-Date 2030 | — | 16.86% | — | — | |
| G. Hcsx Mbfzv Xcvkrrpftc Fgmdg 3997 | YVDZYN | Target-Date 2035 | — | 19.17% | — | — | |
| Z. Ghdh Kmvxw Ttfbbfxhtx Ccvkx 9632 | VSKCL | Target-Date 2040 | — | 22.07% | — | — | |
| L. Txml Wlxxd Xyndndckhb Wckyw 557 | VHNXF | Target-Date 2045 | — | 23.40% | — | — | |
| J. Nthq Hhjtx Ltlhrrbplf Bqpts 9531512 | SDYCZ | Target-Date 2050 | — | 23.05% | — | — | |
| X. Mlmy Vrhfy Fcldfhyjry Hswtg 553 | XQSPZ | Target-Date 2055 | — | 23.92% | — | — | |
| F. Nktm Hvzxw Khctsskynr Pcmbz 9115 | QHYYW | Target-Date 2060 | — | 23.91% | — | — | |
| X. Drqh Wjwww Dspcnnpbbv Lwrjk 9289 | VBNY | Target-Date 2065+ | — | 23.97% | — | — |
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.