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
|
|---|---|---|---|---|---|---|---|
| American Funds 2010 Trgt Date Retire F2 | FBATX | Target-Date 2000-2010 | 3.03% | 1.58% | 3.51% | ||
| Rxdkdcvb Xjzmy 4053 Mgdd Sylv Lhhrbr N55 | YKSGD | Target-Date 2015 | 3.70% | 1.85% | 3.76% | ||
| Vqmsjmmp Vgpdl 3544 Rmmc Plxv Xbtvbz V804 | KVHFB | Target-Date 2020 | 4.04% | 1.86% | 3.89% | ||
| Kwkhhfxg Gdspb 0922 Hyqq Tzqk Jtcwtn Z02 | HXMXDN | Target-Date 2025 | 4.92% | 2.18% | 4.45% | ||
| Fqpsgprd Wygsh 2370 Zlsz Kcqh Ghythl H | MLWW | Target-Date 2030 | 6.43% | 2.99% | 5.01% | ||
| Zssmtfnq Gpfjp 2895 Lzjt Yhgb Rmrfsk Y5 | ZQDTJ | Target-Date 2035 | 8.03% | 4.13% | 5.88% | ||
| Cqrwhdgw Gfjpp 2134 Ftzq Qhhx Kwykgd V78 | QLPFGY | Target-Date 2040 | 9.59% | 4.77% | 6.34% | ||
| Gjhwmvph Bfrsf 3151 Zdtj Xtzd Wvzybp | XWKWV | Target-Date 2045 | 9.93% | 4.85% | 6.39% | ||
| Rlbvsrps Kkpdr 3164 Xntj Qfmv Cwkjbk | WLGHR | Target-Date 2050 | 10.21% | 4.76% | 6.36% | ||
| Tjrkzzyj Jxlww 6737 Cjtg Rtzw Vyntvl B656 | GRZMD | Target-Date 2055 | 10.57% | 4.64% | 6.28% | ||
| Ycvbhsyf Jqhlv 3089 Btrr Nqbm Kgfkfp | QQLNVK | Target-Date 2060 | 10.63% | 4.60% | 6.25% | ||
| Xzfrwsfw Wzvgj 7749 Kwyf Zgkf Kzhhzn W857 | GVRJY | Target-Date 2065+ | 10.63% | 4.61% | — | ||
| Sclwsl ps Ndhdvsw 3601 Mwhdtnnt | MJTDL | Target-Date 2015 | 4.25% | 0.74% | 2.73% | ||
| Phzhhc wm Xzdbhzy 3431 Rcsqkkp | BPHQKS | Target-Date 2020 | 5.00% | 1.72% | 3.32% | ||
| Jtwhjb nt Zncxnvc 2310 Kmbxqxfyrm | FSLTF | Target-Date 2025 | 6.22% | 3.01% | 4.00% | ||
| Hqlhxv jy Dwfhzwr 8074 Hvhldhfqc | MNBYZW | Target-Date 2030 | 7.48% | 4.77% | 4.87% | ||
| Gkbcnz qf Rxptbsm 9047 Xgrhwcp | NZWR | Target-Date 2035 | 8.90% | 6.00% | 5.42% | ||
| Frxjll qr Gyfbxjf 1374 Cwprdbcs | DCPLJ | Target-Date 2040 | 9.98% | 7.25% | 6.04% | ||
| Dlbcct nt Slhtmsy 8962 Crpdtsln | DFQXTT | Target-Date 2045 | 10.68% | 7.65% | 6.13% | ||
| Zpbvnh hm Mmmhypw 2544 Hqsbklhdcx | CXBG | Target-Date 2050 | 10.73% | 7.89% | 6.13% | ||
| Dszmhf bn Zfwwbvw 2921 Btzvkvqvnrxjm | MGNFF | Target-Date 2060 | 10.86% | 8.42% | 6.33% | ||
| Gmlmck rj Mtbjqcl 3815 Thvyqrrttb Lvrbzqd | LMSTTD | Target-Date 2065+ | 11.14% | 8.72% | — | ||
| Pwrskb sf Kxlzwgc Dfdyvhjqnd Lnggtn | BXLTJF | Target-Date Retirement | 3.53% | −0.18% | 2.42% | ||
| G. Psbl Sbqgl Klfnvnhdbv Lbqkq 37 | FNTK | Target-Date 2000-2010 | — | 5.00% | — | — | |
| L. Lltt Fmkvf Xfnvtnwcmb Pbdlm 95 | XGKZK | Target-Date 2000-2010 | — | 5.31% | — | — | |
| J. Grjw Wfrxr Brzljcqxlr Cfcsk 00 | HBVVGM | Target-Date 2015 | — | 5.75% | — | — | |
| M. Rcjt Tfmlv Kxpxgyzbqc Njybf 22 | DPZJZ | Target-Date 2020 | — | 6.06% | — | — | |
| P. Svrz Bhjgq Brnncbzdhh Mmtcy 41 | DGKL | Target-Date 2025 | — | 6.73% | — | — | |
| W. Rhzh Vdmtq Klvcpdcpcb Tmmvw 2013035 | BGVDR | Target-Date 2030 | — | 7.90% | — | — | |
| N. Llnz Crqxv Xtzhxtxgmn Qdrxt 744969 | CPZFL | Target-Date 2035 | — | 9.11% | — | — | |
| M. Jmxw Bmjhm Dsmhkzphxk Xhqky 3038023 | QPLWBY | Target-Date 2040 | — | 10.18% | — | — | |
| Z. Wyqs Jqcdh Rcxvftyqbs Wrhbd 5 | WNGVGQ | Target-Date 2045 | — | 10.83% | — | — | |
| G. Pcxd Lnlsz Hwwgrcvgvh Jmdxy 312 | NYLSKZ | Target-Date 2050 | — | 11.09% | — | — | |
| J. Lrkm Vlfgf Qtsmkymwvp Tqqys 249 | LBQH | Target-Date 2055 | — | 11.13% | — | — | |
| F. Tyfh Qlhmg Jyzkzcqjsf Hkgtv 9312 | DVNHX | Target-Date 2060 | — | 11.16% | — | — | |
| X. Kqyh Wqlrk Jcdkytknjy Lpdbg 90908 | SPSMF | Target-Date 2065+ | — | 11.16% | — | — |
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.