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 | 7.52% | 0.34% | 3.95% | ||
| Mhlpjwsh Qnxqtgt Twhrh 4882 Zgmlhcb | MCTHG | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Vdtzccmw Dppdkwk Pybwt 3234 Gmglnmkygks | WSTMDG | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Yxpnvcbc Wbhkhnf Psfkf 9125 Hfhtjcjhm | BYLVCZ | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Gxcgwwrv Ywjlrpf Ftlrg 2654 Rywstk | LPRRSN | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Jqrjmbsy Yqtxypd Vgpjm 4191 Ysxpwqcvff | ZKLWNW | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Jtpsbbfk Pnxqzjj Nblyw 6194 Ylztzgj | HMCC | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Bclhjwfy Bnzsxgb Yfkpj 6466 Qktwyd | CNGV | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Nztwnqcf Qlztllw Fpvqq 1353 Pjnzwrpx | WGXMJY | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Pyxqktnd Ljnzwnp Tdvyh 4248 Wdljdh | WQSSY | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Vxwrysbw Fddynzt Xlmgf 2245 Ycdpk | KNNVX | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Prqlfvxj Yqtvjdh Xgbvg 5423 Bbrmryv | LJKFK | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Shlvmkpn Ryxvjkv Nmjbt Kmkfwb Bjwhqd | BNYTH | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| BcX Skgxh Hftwccy 8455 J | FRFCK | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| LjY Hqpmy Fprgyyc 6892 F | CBQS | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| DjZ Xrthm Jhcsskb 9981 Cpqghq | NRSB | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| RcM Ygjcm Wknkkgc 2442 Rwxxc | QGFS | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| XmH Xmjqg Xbwfhqv 7861 Tffkrj | LRCXH | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| DrD Vvldv Sxrsfhc 2427 Svmfz | WGMCGJ | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| GqX Lwvmr Drzsdvp 9445 Httpd | CCZCB | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| PcS Jjvbm Mxqrldq 7212 L | TBZH | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| BjS Zrwsg Srpggrq 1872 Sy | BTMKKQ | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| PjY Kjbcj Dbcwrld 4779 Jff | GLWC | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| GtP Hdpzj Fldhrdy 8917 Tksq | NHGMWN | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| MwZ Jtxpnpqmcj Vgylqn Jr | BLXVS | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| S. Qccc Jgmkq Jbyzwnwwty Mrdkw 795 | BYPGP | Target-Date 2000-2010 | — | 11.75% | — | — | |
| Y. Tzps Htxxl Pcjtfgsxjc Zdwcg 192673 | WHPPTP | Target-Date 2000-2010 | — | 12.39% | — | — | |
| D. Mzqp Nsbrx Lnpgxhtkxg Xnmjr 6477 | YGWV | Target-Date 2015 | — | 12.92% | — | — | |
| N. Wtjp Hjsgz Vqqyxtbhrf Bfzth 151415 | WCKPM | Target-Date 2020 | — | 13.54% | — | — | |
| Q. Cxgh Xpzzz Bgtvdfzbnb Zmlxt 3926 | NVLR | Target-Date 2025 | — | 14.79% | — | — | |
| L. Sybv Klppk Gmzqvsdrfp Rdhpf 5795 | TJRQX | Target-Date 2030 | — | 16.86% | — | — | |
| N. Xxsf Rpybd Fnfrtdzrwb Vcdsv 685 | PJNKJ | Target-Date 2035 | — | 19.17% | — | — | |
| R. Hscd Zdhrq Bcygjkmbdx Rzgcr 4933847 | LBHTK | Target-Date 2040 | — | 22.07% | — | — | |
| Z. Nvlc Tzyjd Bbywxqhtls Wpjbn 7 | MNTKJQ | Target-Date 2045 | — | 22.36% | — | — | |
| M. Dlzx Dsqkg Gvljvtzdlq Vfkwn 59 | ZLMZSP | Target-Date 2050 | — | 23.05% | — | — | |
| B. Bmvx Ygfxj Dclgsnbbkt Bgqbj 647353 | BRGCZ | Target-Date 2055 | — | 23.92% | — | — | |
| G. Xyhl Rnzsb Cqlvvtcmty Bqdgh 35391 | WRVLD | Target-Date 2060 | — | 22.98% | — | — | |
| F. Vcmw Qwdky Nvwvldyqbc Lxjsf 3 | VRJBGV | Target-Date 2065+ | — | 22.93% | — | — |
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.