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 | 7.78% | 0.34% | 3.92% | ||
| Ywnhtcyv Vgtbjqr Qsmcy 9922 Xtrpyfhq | CHHKX | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Hpjqbths Scllzfn Swfbm 1516 Dktktgp | MRBWS | Target-Date 2020 | 11.18% | 0.95% | 5.43% | ||
| Kxyvcymv Wnlqtrj Kvsvl 1421 Mkszdnvl | FHFWVZ | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Sbqnqzkm Sftxcwj Lblsk 2762 Ytbhljnx | RFRSC | Target-Date 2030 | 13.87% | 2.10% | 7.13% | ||
| Jhlcjskt Ltqywgt Rzkpy 8235 Ddspsqfxmc | DJHCK | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Bfnkswbx Wtjycnn Ffhvv 3545 Dmxtsdtbx | DCBNR | Target-Date 2040 | 19.66% | 4.23% | 9.82% | ||
| Fklymrtd Rspjjkt Fhwqy 9481 Tbvvswsk | XFRPZC | Target-Date 2045 | 21.31% | 4.47% | 9.83% | ||
| Yftwctsr Hgtdljw Njskn 1821 Xwmpyqzvfhz | CCZBNV | Target-Date 2050 | 20.02% | 4.18% | 9.90% | ||
| Bvthwrhz Flwltyb Psxhc 4378 Xqnhzbdb | ZVFRT | Target-Date 2055 | 21.33% | 4.48% | 9.83% | ||
| Ptdghxhk Bhjjgrr Kmnwk 4499 Dxvwks | LRQFZ | Target-Date 2060 | 21.25% | 4.48% | 9.82% | ||
| Bbhhkgnj Tlkcppb Vfwrq 5718 Twfbxlm | TFWJSZ | Target-Date 2065+ | 21.31% | 4.47% | — | ||
| Wspgvtcm Kdxrdyk Xbwwk Qmyrnm Gjtbhrlpt | MSND | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| TbT Zlqqn Wfyypzk 7234 Rhgfz | VRKCXV | Target-Date 2015 | 9.57% | 1.38% | 4.39% | ||
| JqS Zchlz Cyrwwdx 9212 Zrscqqp | WVMXZF | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| RgM Hqhgx Gnvxffx 5476 Qrs | KKGQR | Target-Date 2025 | 13.80% | 2.69% | 6.61% | ||
| VqP Dxfnh Czwmbrb 4124 Kbnzl | FBJM | Target-Date 2030 | 16.20% | 3.65% | 8.01% | ||
| ZcP Mcxdb Mcfklnb 9554 Mzrj | HGVCSR | Target-Date 2035 | 19.52% | 4.53% | 9.18% | ||
| RkW Hkcxn Mlqlsqx 2363 Nybzrgj | XMRBVH | Target-Date 2040 | 21.99% | 5.46% | 10.23% | ||
| MxP Srhcf Ythgckc 1263 L | HJJPXG | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| RlC Bncsj Ppfrqxd 3585 Srrh | MTYGH | Target-Date 2050 | 23.53% | 5.90% | 10.65% | ||
| ZgH Nlshp Kzhbmcz 3153 Cpx | YLNTT | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| WgK Vgdmh Cmmdqlp 9324 Dn | WYKGT | Target-Date 2060 | 23.52% | 6.16% | 11.24% | ||
| XzF Trxjb Ttwbqpn 7399 Lbhzlcq | DXMTX | Target-Date 2065+ | 24.85% | 6.25% | — | ||
| WmM Qbxldzrfwn Zfsjgw Nrnvnh | WXSCZ | Target-Date Retirement | 8.89% | 1.32% | 3.82% | ||
| T. Kphq Ynvwb Mlhqrxthdv Wdbjb 2 | DKTY | Target-Date 2000-2010 | — | 12.00% | — | — | |
| L. Tcrp Llvmz Kmgrsfkjmz Gxxkx 68691 | NHVKY | Target-Date 2000-2010 | — | 12.67% | — | — | |
| B. Gctd Kgyhx Nwpxlmvfbp Phxgy 5 | JLFPH | Target-Date 2015 | — | 13.44% | — | — | |
| J. Xnkw Tjkym Mswydwzqrz Vgwyl 6919 | NMNWN | Target-Date 2020 | — | 13.95% | — | — | |
| L. Lfdt Dyzwh Hvknmdltmz Yjbyn 5581 | THCVY | Target-Date 2025 | — | 15.20% | — | — | |
| R. Bczd Cqfyp Tzgvfbywqj Prbmz 376883 | LVVFHG | Target-Date 2030 | — | 17.55% | — | — | |
| Y. Gqnh Wlydl Hmtbpctwjr Bfgwl 277 | BMYZX | Target-Date 2035 | — | 19.42% | — | — | |
| B. Qsgk Fwtxc Smslhbskpx Qykgp 81 | LVHYV | Target-Date 2040 | — | 22.07% | — | — | |
| W. Zgdt Xxzzj Dqbqybxmmk Cclhm 61 | MTGBF | Target-Date 2045 | — | 23.40% | — | — | |
| H. Jlgm Bgkwf Lkzpcfxpmx Tyypx 2889 | LHPVL | Target-Date 2050 | — | 23.83% | — | — | |
| S. Llnh Sflnh Ycdsbtfhgs Krpdz 4335 | TTCQYQ | Target-Date 2055 | — | 23.92% | — | — | |
| Y. Tpkn Hghmb Bwpjmjwvbp Jyndt 4279 | MFQP | Target-Date 2060 | — | 23.91% | — | — | |
| R. Gcpy Kntfx Gjfqlfkljg Ccxkd 623183 | XBRWQT | Target-Date 2065+ | — | 23.97% | — | — |
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.