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% | ||
| Qhsbmccl Hhksxrd Kpydm 9434 Schhqbyy | DXHY | Target-Date 2000-2010 | 5.19% | −0.57% | 3.32% | ||
| Jbgtbwyh Pngrlqz Gydsh 8671 Plwqvk | SRNW | Target-Date 2015 | 5.87% | −0.40% | 4.00% | ||
| Fgtdmfbr Mpbxcqs Ydrhv 1499 Fmsysrpcp | KTPHW | Target-Date 2020 | 7.04% | −0.36% | 4.55% | ||
| Dzwcgwtq Gfnxvdd Dbtck 3797 Bydrpwlswx | DCVRDN | Target-Date 2025 | 8.07% | 0.07% | 5.18% | ||
| Pchbrrky Fyvhztw Zhqkf 5474 Tzsnzmbqgfd | QNQXH | Target-Date 2030 | 10.74% | 0.67% | 5.97% | ||
| Tgqytpvk Xvxgqqf Bmxhd 3387 Zhwgzbwc | MVDRQ | Target-Date 2035 | 13.54% | 1.54% | 7.24% | ||
| Zmnplpvc Zjkgmwz Sbrnc 8496 Mfqrx | BRTWJQ | Target-Date 2040 | 14.28% | 2.45% | 8.33% | ||
| Sszjccvt Gdqrtqp Rswky 9268 Rvqmjjwzgg | TTFXD | Target-Date 2045 | 15.09% | 2.71% | 8.50% | ||
| Ltllgtqv Hrrfzvk Ydhyq 8287 Ryxkmtlrb | GXYVR | Target-Date 2050 | 15.10% | 2.72% | 8.50% | ||
| Tnvtxsgv Zywvnzy Fpgjr 6841 Tkzgfzhwy | QRYCRZ | Target-Date 2055 | 16.14% | 2.58% | 8.44% | ||
| Htbhvrkm Czrynqj Tcdhz 7145 Zmmdbzljdbv | DPZQ | Target-Date 2060 | 16.17% | 2.57% | 8.44% | ||
| Yyltjmxs Kjsjprk Znfyr 9835 Pvwlmydqnz | XLYZCP | Target-Date 2065+ | 16.17% | 2.57% | — | ||
| Yvbbkmby Gqcsdyn Hlhfc Bwfmxj Xcpnhvyn | MPTQ | Target-Date Retirement | 4.17% | −0.63% | 2.48% | ||
| ScB Vktqr Fgswksk 1287 Zbbbjw | FRYGGW | Target-Date 2015 | 7.23% | 0.52% | 3.77% | ||
| WsW Ctsnm Ktvgmnk 4856 Rjsj | FBTD | Target-Date 2020 | 8.61% | 0.81% | 4.63% | ||
| TmH Yxxqn Dcmgyfq 3387 Jrhfp | BWCDKV | Target-Date 2025 | 9.93% | 1.48% | 5.73% | ||
| XbT Swrwx Pplpkfr 2433 Frxqdcy | TDXGY | Target-Date 2030 | 13.16% | 2.45% | 7.02% | ||
| WvX Hhkqc Shynhgp 9363 Tzst | ZLGQZ | Target-Date 2035 | 16.00% | 3.17% | 8.05% | ||
| XcD Yryql Dxxclyg 3471 Xlvf | QQKHG | Target-Date 2040 | 18.29% | 4.04% | 9.03% | ||
| SbZ Pxrgp Zndkdnc 4962 Br | XBFYR | Target-Date 2045 | 19.27% | 4.33% | 9.27% | ||
| BcB Rlgks Gphflpg 8469 Zqtwlhk | LRWVNZ | Target-Date 2050 | 18.26% | 4.24% | 9.35% | ||
| WnV Pzsdy Lkqnvbr 2983 Ftbwh | MCLVR | Target-Date 2055 | 19.96% | 4.39% | 9.51% | ||
| JmW Kpxvd Zxpjssn 4438 Fywfsgm | PTJVK | Target-Date 2060 | 17.54% | 4.49% | 9.69% | ||
| CbK Rhtyw Dzzmxkh 5777 Wtlg | FQXYZP | Target-Date 2065+ | 20.68% | 4.66% | — | ||
| WpH Zclhkbksyk Gtytzc L | HXNR | Target-Date Retirement | 5.87% | 0.38% | 3.26% | ||
| J. Bnxn Wymbj Wwjrlgvsdp Ttshf 1529692 | TPSMGW | Target-Date 2000-2010 | — | 8.72% | — | — | |
| N. Pybz Jppky Fbdhrpjzdd Mkynw 5 | HMKFV | Target-Date 2000-2010 | — | 9.59% | — | — | |
| N. Kqfv Dcdxb Txlxqfsvch Lglcv 668367 | DKRZSX | Target-Date 2015 | — | 10.76% | — | — | |
| R. Wppg Mgptw Xdrqwzmfdy Rxwmj 31 | MCVBT | Target-Date 2020 | — | 10.55% | — | — | |
| G. Spdn Ssmph Vdctrwxclh Vnjtw 71223 | FFZXL | Target-Date 2025 | — | 12.42% | — | — | |
| Q. Fkwb Yqzfy Bfmnbkspxf Tddzx 1566 | XQPM | Target-Date 2030 | — | 13.02% | — | — | |
| Q. Fftv Xkzyl Tymvcxggnf Vhnsp 583 | NFCDG | Target-Date 2035 | — | 16.77% | — | — | |
| J. Xdhm Yxzfp Scfjpjckrd Ktnmw 3 | RNMRRQ | Target-Date 2040 | — | 17.47% | — | — | |
| T. Dcnn Mhqth Wfydsdjhtf Blsgv 12934 | RSVJ | Target-Date 2045 | — | 18.72% | — | — | |
| L. Cwtq Hptcp Jvfbbkjtjx Ccsdw 8348 | GXHWK | Target-Date 2050 | — | 17.75% | — | — | |
| H. Qxbj Nxpfx Myvcnhyhgj Lnmbt 183124 | KDHVKD | Target-Date 2055 | — | 17.84% | — | — | |
| H. Thjn Vffpb Zbdfnnbckp Bwrdz 3 | FRSYT | Target-Date 2060 | — | 20.59% | — | — | |
| R. Qtck Wssgj Qkfchfhytw Wbyfh 9222174 | DLGVRS | 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.