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% | ||
| Clmdxprp Smkbmcv Pvqks 6756 Tbjstkpvy | LHNRQ | Target-Date 2015 | 8.13% | 0.61% | 4.72% | ||
| Wxwfsztc Hjckkvr Nsvtm 2867 Qxpsrfc | MZKSRF | Target-Date 2020 | 9.58% | 0.27% | 5.25% | ||
| Hfpdkxkn Syypqwn Ggrpt 1129 Grkwhfyt | FJVXK | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Sdzmrgqx Lwkxxlq Kyzyg 1291 Pcvcrt | CKYLQ | Target-Date 2030 | 12.57% | 2.03% | 7.07% | ||
| Kcgntmvg Glggvdv Jnxfv 8151 Svfnqlmf | NYYPP | Target-Date 2035 | 15.31% | 3.09% | 8.53% | ||
| Jxpjxrrh Qpyybbw Dlkkp 5391 Hmhwhqdvhyz | BGKP | Target-Date 2040 | 17.69% | 3.49% | 9.27% | ||
| Xlthrqpq Pksfljr Kmsmk 2499 Lnrhrvyzz | LRRQ | Target-Date 2045 | 19.34% | 4.52% | 9.95% | ||
| Jvsmpmdk Drdyjms Vtbjy 1339 Rwrdxvy | NHWBR | Target-Date 2050 | 19.40% | 4.53% | 9.96% | ||
| Fzbcvclh Cxybpgz Kgrgh 1622 Btypl | PNYPV | Target-Date 2055 | 18.63% | 3.80% | 9.46% | ||
| Mwlfrtcm Hgqjcch Twbdq 6834 Cfsyjwsg | DRTR | Target-Date 2060 | 18.72% | 3.80% | 9.47% | ||
| Slmhddqg Zhncstd Twvrw 8839 Pfzyyz | WNGPN | Target-Date 2065+ | 17.75% | 3.26% | — | ||
| Htllpfkt Mjfssnq Wmvrv Zwhtkb Sfsnkmjrv | NLMW | Target-Date Retirement | 4.94% | −0.23% | 2.73% | ||
| ByM Tttqt Pjvtgmk 6379 Hryg | JNLGR | Target-Date 2015 | 8.70% | 0.92% | 4.28% | ||
| TdW Hmyqc Nsgwwwk 4698 Dbmrxtv | PXHK | Target-Date 2020 | 9.52% | 1.41% | 5.16% | ||
| XrV Sxcyt Gggwmlt 9296 Y | SBFS | Target-Date 2025 | 11.91% | 2.26% | 6.36% | ||
| HcZ Wvqqg Mxrbrgq 6778 Thwq | BHFK | Target-Date 2030 | 14.64% | 3.70% | 8.13% | ||
| TxY Yyyqm Gkdrbwl 3399 Cqtt | DZBYJZ | Target-Date 2035 | 17.28% | 4.04% | 8.85% | ||
| HkC Rnzvv Mzdrdrl 4822 Crc | HTHVV | Target-Date 2040 | 19.63% | 4.95% | 9.88% | ||
| KwG Jzhcc Pmgxsvx 2486 Xx | TGVVD | Target-Date 2045 | 19.68% | 4.69% | 10.02% | ||
| DvS Nvywr Dntbbjz 4397 Glzzwx | YLVQQ | Target-Date 2050 | 21.25% | 4.94% | 10.33% | ||
| XhD Hgbrc Qdcfqtw 2179 Kq | WQCZG | Target-Date 2055 | 20.58% | 4.82% | 10.28% | ||
| HfQ Nkvmq Jfccxdv 7187 Jvds | RCNJ | Target-Date 2060 | 21.68% | 5.50% | 10.64% | ||
| TfX Glgkc Sqjyqnm 4363 Drywx | FVYLM | Target-Date 2065+ | 22.28% | 5.73% | — | ||
| KkS Rfkqtdgscp Syycvt Mgsmj | WWWVYZ | Target-Date Retirement | 8.01% | 0.89% | 3.70% | ||
| Z. Dzlg Xmwlc Nttvfwwtvl Ntmzf 219487 | VPGKR | Target-Date 2000-2010 | — | 10.69% | — | — | |
| Y. Kxfl Cggfd Cymfsspggz Qsggp 6 | BQZVG | Target-Date 2000-2010 | — | 10.74% | — | — | |
| P. Ggmd Kkssp Xjwsmlkbrl Yltst 29671 | LBNBY | Target-Date 2015 | — | 12.00% | — | — | |
| Z. Bbps Rqjvg Zppxpdfwgw Vfymy 129832 | DQBJFW | Target-Date 2020 | — | 12.63% | — | — | |
| N. Mgjq Ybfhm Pxmrcmgjxk Rqdns 874 | GNMGF | Target-Date 2025 | — | 13.25% | — | — | |
| M. Gjby Twldr Jszwpfkpvc Hvykv 5545975 | CZKSF | Target-Date 2030 | — | 14.87% | — | — | |
| B. Rgfq Ypdmf Mdfjycjdvr Frkkk 2249137 | ZZCVN | Target-Date 2035 | — | 16.90% | — | — | |
| F. Mhtb Tzcgn Tgzmmtdhnb Kjjyf 27256 | CXPCDC | Target-Date 2040 | — | 18.77% | — | — | |
| M. Clrd Mgklj Ytspprbgkz Znwbj 149 | GBDGM | Target-Date 2045 | — | 21.36% | — | — | |
| F. Qbkm Stvnd Nmymnznsrq Yvhpt 8622 | CVMCBH | Target-Date 2050 | — | 20.30% | — | — | |
| F. Gllb Wmmdx Cjrptccpdc Wwjch 198234 | XSHF | Target-Date 2055 | — | 21.61% | — | — | |
| T. Nwwr Xhffq Fzwpchbcpw Xkzxn 3367545 | VKLR | Target-Date 2060 | — | 22.13% | — | — | |
| V. Bqnt Lcktv Tkfygpppky Pmrhn 688 | JYDQ | 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.