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Morningstar

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 Century One Chc Blnd+ 2030 InvAABWXTarget-Date 203054.77 Mil2.05%81——0.600%$2,500No LoadOpen
Voya Solution 2030 Port SISNHXTarget-Date 203054.04 Mil2.58%7458480.970%—No LoadOpen
American Century One Chc Blnd+ 2045 InvAADHXTarget-Date 204550.68 Mil1.82%97——0.590%$2,500No LoadOpen
Schwab Target 2015SWGRXTarget-Date 201550.13 Mil2.80%5361740.280%—No LoadOpen
Fidelity Flex Freedom Blend 2025FELSXTarget-Date 202549.61 Mil2.81%5416———No LoadOpen
T. Rowe Price Target 2005 AdvisorPANRXTarget-Date 2000-201049.18 Mil2.73%5444640.700%$2,500No LoadOpen
T. Rowe Price Target 2005TRARXTarget-Date 2000-201049.18 Mil3.10%3731370.450%$2,500No LoadOpen
Fidelity Managed Retirement 2025FIXRXTarget-Date 202548.63 Mil2.46%9279670.470%$2,500No LoadOpen
Fidelity Simplicity RMD 2020FIRWXTarget-Date 202047.32 Mil2.36%7657500.560%—No LoadOpen
Fidelity Flex Freedom Blend 2050FYLSXTarget-Date 205046.74 Mil1.93%375———No LoadOpen
American Century One Chc Blnd+ 2035 InvAACKXTarget-Date 203546.08 Mil2.09%93——0.580%$2,500No LoadOpen
Schwab Target 2010 IndexSWYAXTarget-Date 2000-201044.80 Mil2.87%2942—0.080%—No LoadOpen
American Century One Chc Blnd+ 2040 InvAACSXTarget-Date 204043.98 Mil1.92%95——0.590%$2,500No LoadOpen
Schwab Target 2010SWBRXTarget-Date 2000-201043.85 Mil2.88%5248490.260%—No LoadOpen
Voya Solution 2040 Port SISNMXTarget-Date 204042.38 Mil3.15%7652530.980%—No LoadOpen
American Century One Chc Blnd+ 2050 InvAADNXTarget-Date 205042.34 Mil1.68%94——0.590%$2,500No LoadOpen
T. Rowe Price Retirement Blend 2015TBLSXTarget-Date 201542.02 Mil2.21%———0.350%$2,500No LoadOpen
Fidelity Managed Retirement 2030FMRAXTarget-Date 203040.13 Mil2.34%97——0.480%—No LoadOpen
Voya Solution 2050 Port SISNRXTarget-Date 205038.66 Mil2.83%8168691.010%—No LoadOpen
American Century One Chc Blnd+ 2025 InvAABJXTarget-Date 202537.02 Mil2.22%68——0.590%$2,500No LoadOpen
Fidelity Flex Freedom Blend 2055FQLSXTarget-Date 205530.73 Mil1.87%379———No LoadOpen
Voya Solution 2060 Port SVSPSXTarget-Date 206030.54 Mil2.69%8479—1.030%—No LoadOpen
T. Rowe Price Retirement Blend 2010TBLQXTarget-Date 2000-201030.32 Mil1.97%———0.340%$2,500No LoadOpen
Fidelity Flex Freedom Blend 2020FULSXTarget-Date 202029.89 Mil2.72%6519———No LoadOpen
Fidelity Simplicity RMD IncomeFIRNXTarget-Date Retirement29.42 Mil3.05%8283670.460%—No LoadOpen
MassMutual RetireSMART by JPM 2060 SvcMMWGXTarget-Date 206027.85 Mil1.71%5581—0.720%—No LoadOpen
MassMutual RetireSMART by JPM 2060 AdmMMWFXTarget-Date 206027.85 Mil1.66%6784—0.820%—No LoadOpen
T. Rowe Price Target 2065 AdvisorPAZLXTarget-Date 2065+27.69 Mil0.90%72——0.890%$2,500No LoadOpen
T. Rowe Price Target 2065PRSLXTarget-Date 2065+27.69 Mil1.29%57——0.640%$2,500No LoadOpen
American Century One Chc Blnd+ 2055 InvAADVXTarget-Date 205526.91 Mil1.61%93——0.590%$2,500No LoadOpen
Fidelity Freedom Blend 2005FHAZXTarget-Date 2000-201022.67 Mil2.86%9494—0.410%—No LoadLimited
T. Rowe Price Retirement Blend 2005TBLPXTarget-Date 2000-201021.46 Mil1.98%———0.340%$2,500No LoadOpen
Schwab Target 2065SWQRXTarget-Date 2065+19.11 Mil1.69%78——0.590%—No LoadOpen
Fidelity Simplicity RMD 2015FIRUXTarget-Date 201518.93 Mil2.60%8185620.520%—No LoadOpen
MassMutual Select TRP Retirement 2005 M4MMFEXTarget-Date 2000-201018.79 Mil2.41%3520—0.740%—No LoadOpen
MassMutual Select TRP Retirement 2005 M5MMFDXTarget-Date 2000-201018.79 Mil2.77%119—0.490%—No LoadOpen
American Century One Chc Blnd+ 2060 InvAAEFXTarget-Date 206016.98 Mil1.60%90——0.600%$2,500No LoadOpen
Voya Solution 2065 Port SVSSQXTarget-Date 2065+16.31 Mil0.91%81——1.040%—No LoadOpen
Fidelity Flex Freedom Blend 2060FWLSXTarget-Date 206016.16 Mil1.93%4313———No LoadOpen
American Century One Chc Blnd+ 2020 InvAAAMXTarget-Date 202015.72 Mil2.10%60——0.590%$2,500No LoadOpen
Fidelity Managed Retirement IncFIRMXTarget-Date Retirement14.47 Mil2.91%9394800.450%—No LoadOpen
Fidelity Simplicity RMD 2025FMRHXTarget-Date 202511.18 Mil2.12%59——0.610%—No LoadOpen
Fidelity Flex Freedom Blend 2015FILSXTarget-Date 20159.92 Mil3.01%7238———No LoadOpen
Fidelity Simplicity RMD 2010FIRRXTarget-Date 2000-20109.89 Mil2.78%6875640.480%—No LoadOpen
BlackRock LifePath ESG Index 2040 Inv ALEKAXTarget-Date 20409.12 Mil1.78%56——0.500%$1,000No LoadOpen
Fidelity Managed Retirement 2020FIRVXTarget-Date 20208.32 Mil2.62%9578730.470%$2,500No LoadOpen
American Century One Chc Blnd+ 2065 InvAAEKXTarget-Date 2065+7.81 Mil1.61%89——0.600%$2,500No LoadOpen
BlackRock LifePath ESG Index 2050 Inv ALEBAXTarget-Date 20507.17 Mil1.72%66——0.500%$1,000No LoadOpen
Fidelity Managed Retirement 2035FMRTXTarget-Date 20357.12 Mil2.10%———0.480%—No LoadOpen
Fidelity Flex Freedom Blend 2065FDFPXTarget-Date 2065+6.49 Mil1.81%48————No LoadOpen

Target Date Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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