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
|
---|---|---|---|---|---|---|---|---|---|---|---|
American Funds 2010 Trgt Date Retire F2 | FBATX | Target-Date 2000-2010 | 3.83 Bil | 2.97% | 1 | 5 | 4 | 0.380% | $250 | No Load | Open |
American Funds 2010 Trgt Date Retire F1 | FAATX | Target-Date 2000-2010 | 3.83 Bil | 2.70% | 3 | 25 | 17 | 0.650% | $250 | No Load | Open |
TIAA-CREF Lifecycle Index 2055 Premier | TTIPX | Target-Date 2055 | 3.58 Bil | 1.79% | 21 | 20 | 5 | 0.250% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2055 Advisor | TTIHX | Target-Date 2055 | 3.58 Bil | 1.82% | 18 | 17 | — | 0.200% | — | No Load | Open |
Fidelity Freedom 2010 | FFFCX | Target-Date 2000-2010 | 3.53 Bil | 2.67% | 75 | 59 | 43 | 0.480% | — | No Load | Open |
T. Rowe Price Retirement 2010 Advisor | PARAX | Target-Date 2000-2010 | 3.43 Bil | 2.30% | 21 | 2 | 8 | 0.740% | $2,500 | No Load | Open |
T. Rowe Price Retirement 2010 | TRRAX | Target-Date 2000-2010 | 3.43 Bil | 2.55% | 4 | 1 | 1 | 0.490% | $2,500 | No Load | Open |
TIAA-CREF Lifecycle 2050 Advisor | TFTHX | Target-Date 2050 | 3.40 Bil | 1.79% | 27 | 20 | — | 0.530% | — | No Load | Open |
TIAA-CREF Lifecycle 2050 Premier | TCLPX | Target-Date 2050 | 3.40 Bil | 1.71% | 34 | 28 | 21 | 0.600% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2020 Advisor | TLWHX | Target-Date 2020 | 3.09 Bil | 2.36% | 26 | 15 | — | 0.200% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2020 Premier | TLWPX | Target-Date 2020 | 3.09 Bil | 2.33% | 30 | 16 | 21 | 0.250% | — | No Load | Open |
BlackRock LifePath® Index 2060 Inv A | LIZAX | Target-Date 2060 | 2.94 Bil | 1.53% | 37 | 43 | — | 0.390% | $1,000 | No Load | Open |
TIAA-CREF Lifecycle 2020 Advisor | TCWHX | Target-Date 2020 | 2.49 Bil | 3.45% | 18 | 22 | — | 0.470% | — | No Load | Open |
TIAA-CREF Lifecycle 2020 Premier | TCWPX | Target-Date 2020 | 2.49 Bil | 3.36% | 21 | 30 | 22 | 0.540% | — | No Load | Open |
Fidelity Freedom Blend 2035 | FHASX | Target-Date 2035 | 2.46 Bil | 1.77% | 64 | 18 | — | 0.470% | — | No Load | Open |
American Funds 2065 Trgt Date Retire F1 | FAXTX | Target-Date 2065+ | 2.46 Bil | 0.92% | 54 | — | — | 0.750% | $250 | No Load | Open |
American Funds 2065 Trgt Date Retire F2 | FBMTX | Target-Date 2065+ | 2.46 Bil | 1.15% | 39 | — | — | 0.480% | $250 | No Load | Open |
Fidelity Freedom Blend 2040 | FHARX | Target-Date 2040 | 2.33 Bil | 1.55% | 51 | 12 | — | 0.480% | — | No Load | Open |
Fidelity Freedom Blend 2030 | FHATX | Target-Date 2030 | 2.23 Bil | 2.02% | 79 | 48 | — | 0.460% | — | No Load | Open |
Fidelity Freedom Income | FFFAX | Target-Date Retirement | 2.09 Bil | 2.94% | 78 | 84 | 75 | 0.470% | — | No Load | Open |
Fidelity Freedom Index 2015 Investor | FLIFX | Target-Date 2015 | 2.08 Bil | 2.50% | 81 | 75 | 53 | 0.120% | — | No Load | Open |
Fidelity Freedom Blend 2045 | FHAQX | Target-Date 2045 | 2.07 Bil | 1.51% | 58 | 21 | — | 0.490% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2060 Advisor | TVIHX | Target-Date 2060 | 1.97 Bil | 1.81% | 21 | 17 | — | 0.200% | — | No Load | Open |
TIAA-CREF Lifecycle Index 2060 Premier | TVIPX | Target-Date 2060 | 1.97 Bil | 1.78% | 22 | 19 | — | 0.250% | — | No Load | Open |
American Century One Choice 2035 Inv | ARYIX | Target-Date 2035 | 1.87 Bil | 1.89% | 92 | 95 | 95 | 0.830% | $2,500 | No Load | Open |
Fidelity Freedom Blend 2050 | FHAPX | Target-Date 2050 | 1.85 Bil | 1.52% | 66 | 32 | — | 0.490% | — | No Load | Open |
Fidelity Freedom Index 2065 Investor | FFIJX | Target-Date 2065+ | 1.82 Bil | 1.75% | 69 | — | — | 0.120% | — | No Load | Open |
GuideStone Funds MyDestination 2025 Inv | GMWZX | Target-Date 2025 | 1.78 Bil | 2.23% | 38 | 69 | 81 | 0.750% | $1,000 | No Load | Open |
American Century One Choice In Ret Inv | ARTOX | Target-Date Retirement | 1.72 Bil | 2.38% | 20 | 2 | 4 | 0.750% | $2,500 | No Load | Open |
TIAA-CREF Lifecycle 2055 Premier | TTRPX | Target-Date 2055 | 1.70 Bil | 1.60% | 34 | 26 | 19 | 0.600% | — | No Load | Open |
TIAA-CREF Lifecycle 2055 Advisor | TTRHX | Target-Date 2055 | 1.70 Bil | 1.67% | 30 | 20 | — | 0.530% | — | No Load | Open |
GuideStone Funds MyDestination 2035 Inv | GMHZX | Target-Date 2035 | 1.69 Bil | 1.85% | 51 | 78 | 89 | 0.750% | $1,000 | No Load | Open |
American Century One Choice 2030 Inv | ARCVX | Target-Date 2030 | 1.66 Bil | 2.22% | 77 | 88 | 89 | 0.790% | $2,500 | No Load | Open |
American Century One Choice 2025 Inv | ARWIX | Target-Date 2025 | 1.61 Bil | 2.10% | 42 | 70 | 76 | 0.770% | $2,500 | No Load | Open |
Fidelity Freedom Blend 2025 | FHAUX | Target-Date 2025 | 1.61 Bil | 2.12% | 80 | 46 | — | 0.450% | — | No Load | Open |
American Century One Choice 2045 Inv | AROIX | Target-Date 2045 | 1.51 Bil | 1.59% | 99 | 97 | 96 | 0.880% | $2,500 | No Load | Open |
Victory Target Retirement 2040 | URFRX | Target-Date 2040 | 1.50 Bil | 2.27% | 13 | 92 | 97 | 0.550% | $500 | No Load | Open |
Voya Index Solution 2035 Port S | ISESX | Target-Date 2035 | 1.50 Bil | 1.57% | 65 | 63 | 61 | 0.460% | — | No Load | Open |
Fidelity Freedom 2065 | FFSFX | Target-Date 2065+ | 1.42 Bil | 1.15% | 53 | — | — | 0.750% | — | No Load | Open |
American Century One Choice 2040 Inv | ARDVX | Target-Date 2040 | 1.42 Bil | 1.97% | 97 | 97 | 92 | 0.850% | $2,500 | No Load | Open |
Fidelity Freedom Index Income Investor | FIKFX | Target-Date Retirement | 1.40 Bil | 2.88% | 61 | 87 | 88 | 0.120% | — | No Load | Open |
MassMutual Select TRP Retirement 2030 M5 | MMTOX | Target-Date 2030 | 1.40 Bil | 1.91% | 17 | 1 | — | 0.580% | — | No Load | Open |
MassMutual Select TRP Retirement 2030 M4 | MMTPX | Target-Date 2030 | 1.40 Bil | 1.64% | 33 | 5 | — | 0.830% | — | No Load | Open |
MassMutual Select TRP Retirement 2040 M5 | MMFPX | Target-Date 2040 | 1.39 Bil | 1.51% | 43 | 12 | — | 0.600% | — | No Load | Open |
MassMutual Select TRP Retirement 2040 M4 | MMFQX | Target-Date 2040 | 1.39 Bil | 1.27% | 56 | 16 | — | 0.850% | — | No Load | Open |
GuideStone Funds MyDestination 2045 Inv | GMFZX | Target-Date 2045 | 1.37 Bil | 1.58% | 50 | 74 | 92 | 0.720% | $1,000 | No Load | Open |
Empower Lifetime 2035 Svc | MXLLX | Target-Date 2035 | 1.37 Bil | 1.62% | 85 | 85 | 70 | 0.980% | — | No Load | Open |
Empower Lifetime 2035 Inv | MXKLX | Target-Date 2035 | 1.37 Bil | 1.78% | 80 | 82 | 66 | 0.880% | — | No Load | Open |
MoA Clear Passage 2030 Fund | MURIX | Target-Date 2030 | 1.32 Bil | 2.21% | 4 | 4 | 1 | 0.350% | $3,000 | No Load | Open |
MoA Clear Passage 2035 Fund | MURJX | Target-Date 2035 | 1.26 Bil | 2.13% | 7 | 5 | 5 | 0.330% | $3,000 | No Load | Open |
Target Date Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.