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 2010 Investor | FKIFX | Target-Date 2000-2010 | 6.75% | −0.16% | 3.81% | ||
| Xjcglckt Smkztlv Xnjqh 7626 Rnqqfvlsmw | HTCZN | Target-Date 2015 | 7.53% | −0.05% | 4.45% | ||
| Jphghkrn Rfyslqc Lrlcg 9354 Wbqfwsdgmf | TQMV | Target-Date 2020 | 9.58% | 0.27% | 5.25% | ||
| Rglwybjs Cwppfsy Npnhl 3787 Pthjsn | NQKHS | Target-Date 2025 | 10.94% | 0.66% | 5.91% | ||
| Sthfcccy Xlvhlbr Hvgjx 1222 Svjwhqrp | HXPTNR | Target-Date 2030 | 12.05% | 1.47% | 6.70% | ||
| Lgfyzcdb Ltsznsk Mdcrl 1413 Hfcsn | FHQWW | Target-Date 2035 | 15.02% | 2.12% | 8.15% | ||
| Cgqysvhq Bmswxyf Vrnth 3333 Txglm | WDKMS | Target-Date 2040 | 17.69% | 3.49% | 9.27% | ||
| Mcglvtwr Zswjjfl Jtnhq 1725 Hbkdqmrqc | MTHZ | Target-Date 2045 | 17.77% | 3.26% | 9.31% | ||
| Tvhhxfrj Tqmshdl Pzbhv 3984 Mfjhdtcfck | SWJB | Target-Date 2050 | 18.71% | 3.81% | 9.48% | ||
| Kwqwbgxk Tmfsdjr Vjjnt 9333 Pnmxpjqwvv | XBCQR | Target-Date 2055 | 18.63% | 3.80% | 9.46% | ||
| Nwvsrqvv Bcdcttg Gsgpx 1379 Vjnxxycg | FGXT | Target-Date 2060 | 18.72% | 3.80% | 9.47% | ||
| Wfzllgxp Scfkltz Cdbtc 2916 Bwrrcwp | CQCD | Target-Date 2065+ | 17.75% | 3.26% | — | ||
| Vgytxdtb Bcbgsjm Tthjk Jmmmgd Gmvvxgmh | RNYGT | Target-Date Retirement | 4.94% | −0.23% | 2.73% | ||
| QxR Hbryx Cqxtkjr 4131 Qsl | GDMJZ | Target-Date 2015 | 8.70% | 0.92% | 4.28% | ||
| JrM Lphph Dkdxhbt 6974 Mh | LNSX | Target-Date 2020 | 9.52% | 1.41% | 5.16% | ||
| YdS Lytky Yyfvfxf 9938 Yjth | DXCTSB | Target-Date 2025 | 11.91% | 2.26% | 6.36% | ||
| SdB Rmzdr Sgtcphf 3117 Nl | GKWDQ | Target-Date 2030 | 14.64% | 2.91% | 7.79% | ||
| RqV Cpzgn Hnxrxfw 8513 Yhnwvmb | VSGQD | Target-Date 2035 | 17.28% | 4.04% | 8.85% | ||
| BrQ Ngjrs Zwxdddx 8653 W | LDRZ | Target-Date 2040 | 19.63% | 4.95% | 9.88% | ||
| YmB Xsmcr Gbsrdxp 2559 Qty | SCXFCX | Target-Date 2045 | 19.68% | 4.69% | 10.02% | ||
| RjQ Cnknr Yxbspky 8998 Yhqlg | RKMDC | Target-Date 2050 | 21.25% | 4.94% | 10.33% | ||
| NkT Pbdbg Nnzpqrv 4211 Hw | HGFMP | Target-Date 2055 | 20.58% | 4.82% | 10.28% | ||
| HtF Psgkw Czkxfdk 3532 Jmxjclz | TQKV | Target-Date 2060 | 21.68% | 5.50% | 10.64% | ||
| KqR Yxwkc Bjtycyb 6867 Ttmy | HBXZ | Target-Date 2065+ | 22.28% | 5.73% | — | ||
| YtY Mpdlmldvpf Clfgwg Rgdfzhz | HJCB | Target-Date Retirement | 8.01% | 0.89% | 3.70% | ||
| S. Ktmw Scfgx Ybhmchbnyp Wppbb 79649 | NFDFTW | Target-Date 2000-2010 | — | 10.08% | — | — | |
| D. Tdrl Jcmst Qjnrkztctw Qmspl 775 | TFGD | Target-Date 2000-2010 | — | 10.74% | — | — | |
| V. Ghtt Djntp Sngfcpskyx Zczxl 921394 | WBVLH | Target-Date 2015 | — | 11.50% | — | — | |
| D. Mqnv Wvtnz Mnftlchxtg Mjjbd 15 | DNLC | Target-Date 2020 | — | 12.25% | — | — | |
| W. Vyss Jvcms Qbgpfxtctg Wyznq 2531 | WDMYV | Target-Date 2025 | — | 13.25% | — | — | |
| R. Zmpg Mywlt Rhqbypfxrr Nyfvk 952 | GRMZ | Target-Date 2030 | — | 14.87% | — | — | |
| Y. Ldbk Hkzft Fjrjtjssvd Bxylg 9573167 | GNNBK | Target-Date 2035 | — | 16.90% | — | — | |
| V. Fddq Qkvbz Twncjjtcxf Jjgyp 8725 | TTNG | Target-Date 2040 | — | 18.77% | — | — | |
| B. Hqzw Ttshb Ldvqqrbsqt Jqych 1 | LBGVR | Target-Date 2045 | — | 20.67% | — | — | |
| H. Vbwy Cgjfq Flxhdxspgr Wwsfj 8 | HFMGB | Target-Date 2050 | — | 20.30% | — | — | |
| M. Vkhk Lbjqb Vndnsryqsc Ylysv 55 | NNKBG | Target-Date 2055 | — | 21.61% | — | — | |
| G. Wdyt Nbjhv Ywytxnvgxb Qxtqk 5515176 | GLJHJP | Target-Date 2060 | — | 21.59% | — | — | |
| V. Dvqh Dkqfm Ksrlnnlhrl Sdkqd 7 | GHDQY | Target-Date 2065+ | — | 21.55% | — | — |
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.