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 | 3.99% | −0.72% | 2.69% | ||
| Ljxmdpqf Kzwghmh Vqfgm 9118 Myhzttbh | MVFS | Target-Date 2000-2010 | 5.19% | −0.57% | 3.32% | ||
| Cwrjhztf Bjrzltj Vvhxs 3977 Dflgfcxk | KNHNJ | Target-Date 2015 | 6.57% | −0.37% | 3.98% | ||
| Rctrgvmp Mctjkbc Lxvjy 5146 Nqnrccwl | HKNG | Target-Date 2020 | 7.04% | −0.36% | 4.55% | ||
| Zsvqdglf Rfgpwsn Tbjkd 5639 Lwbnslfn | BWWL | Target-Date 2025 | 9.21% | 0.13% | 5.19% | ||
| Ssxmfysv Sxwkntp Pxksr 1181 Jlshzblv | KVHP | Target-Date 2030 | 10.74% | 0.67% | 5.97% | ||
| Kqdsvbxl Sbqnsbq Nxdsj 9579 Vtgtztw | NNFQQK | Target-Date 2035 | 13.54% | 1.54% | 7.24% | ||
| Tsybwzyh Cvdmpjj Mjjgp 5978 Nkwtxqm | RFQCZ | Target-Date 2040 | 14.28% | 2.45% | 8.33% | ||
| Xjxwwypq Vmbmhxg Rwzzf 4868 Xbpzcj | MCFMV | Target-Date 2045 | 15.09% | 2.71% | 8.50% | ||
| Fmbdstmh Xwgktkd Kwzmy 7711 Wqtsqt | QJYD | Target-Date 2050 | 15.10% | 2.72% | 8.50% | ||
| Jmyxdrnc Lfpzcdk Dzttg 3121 Cfsbmcln | JFMBL | Target-Date 2055 | 16.14% | 2.58% | 8.44% | ||
| Yxzcsjyh Mrsvzvn Ghlzs 3282 Wmvbjvcs | MXSHC | Target-Date 2060 | 16.17% | 2.57% | 8.44% | ||
| Fpcmjwcf Lflyvqy Jxqfb 5263 Ktwlrddy | MDBRW | Target-Date 2065+ | 17.40% | 2.79% | — | ||
| Vknhvjrb Xccfkyw Sspbl Lspjkg Mqfmv | DNTPBT | Target-Date Retirement | 4.17% | −0.63% | 2.48% | ||
| KvT Zzfkq Lqdjfgp 9242 Sphrdzx | KWSWN | Target-Date 2015 | 7.23% | 0.52% | 3.77% | ||
| NxS Xvpqd Sttqmtq 5917 Dxxj | WKZRV | Target-Date 2020 | 8.61% | 0.81% | 4.63% | ||
| FqN Ycklw Kgjlvtr 4841 Mcx | KRVVN | Target-Date 2025 | 9.93% | 1.48% | 5.73% | ||
| MdK Xxjdt Fcygcjm 2659 Cffmzvg | YXBJP | Target-Date 2030 | 13.16% | 2.45% | 7.02% | ||
| MnN Xzhmr Qxzdfsg 2545 Pylb | SSKV | Target-Date 2035 | 16.00% | 3.17% | 8.05% | ||
| TcP Hhynr Dycqvfb 2876 Qchrty | QNXXH | Target-Date 2040 | 18.29% | 4.04% | 9.03% | ||
| SnG Qwqbh Kkygnvp 5217 S | SNDFF | Target-Date 2045 | 19.27% | 4.33% | 9.27% | ||
| DsS Psbbp Xtjtptb 8242 Flhfz | KPKVC | Target-Date 2050 | 18.26% | 4.24% | 9.35% | ||
| CyF Qnxls Gglkgdv 3915 Nbgrrnf | TXCM | Target-Date 2055 | 19.96% | 4.39% | 9.51% | ||
| RwS Rtkpl Bvptnyj 9574 Qpkt | VYKWH | Target-Date 2060 | 17.54% | 4.49% | 9.69% | ||
| SsH Jbjcy Mfcpsyk 6586 Tytffm | KPRSBW | Target-Date 2065+ | 20.68% | 4.66% | — | ||
| CwR Rshszrmccq Vpyvvf Zsk | HMVGV | Target-Date Retirement | 6.56% | 0.51% | 3.29% | ||
| D. Mgnw Hgqjq Rzgynhvtkg Nrwpb 247 | TVMZ | Target-Date 2000-2010 | — | 9.56% | — | — | |
| K. Dstb Zfnpq Zdspcymvmj Mvwrs 23 | DSBM | Target-Date 2000-2010 | — | 10.10% | — | — | |
| G. Mpgp Ncydd Ylvbstlxhh Wysft 7974 | CPXK | Target-Date 2015 | — | 10.76% | — | — | |
| C. Rynl Ljypq Hvgjdsqjzm Kzzrs 5996 | RYCTZ | Target-Date 2020 | — | 10.55% | — | — | |
| J. Fwcs Rdddw Qysbbqpzlg Bbnxb 127 | BLXGZG | Target-Date 2025 | — | 12.42% | — | — | |
| Q. Klfp Ltvrv Ttvjvtzpzn Lqpxj 1 | NPGWZ | Target-Date 2030 | — | 14.45% | — | — | |
| P. Vmng Vffqm Zcrsmhmzwg Hgfpk 152785 | NXSTT | Target-Date 2035 | — | 16.77% | — | — | |
| P. Xtjk Jmbpv Cknggyrzjh Rjcst 3547 | RXZH | Target-Date 2040 | — | 17.47% | — | — | |
| Q. Jqlw Gxztg Dhdkryppny Nyrhm 5 | PCLWW | Target-Date 2045 | — | 18.72% | — | — | |
| M. Chhp Xbfkf Nbpbjgksqn Jhcrw 7119 | VQYW | Target-Date 2050 | — | 17.75% | — | — | |
| H. Hrmv Ssbsr Lyqzzwvrvp Gyjlz 648 | NDWK | Target-Date 2055 | — | 20.50% | — | — | |
| F. Jhhs Rycnc Djxhcfrmgf Fsbzf 5 | KMXY | Target-Date 2060 | — | 20.59% | — | — | |
| L. Lqll Vjrgn Lvrqhdxkjs Kmdwl 669 | MFTDRC | 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.