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 | 6.17% | −0.27% | 3.71% | ||
| Mjdxscrx Pjcfpzn Yqpsz 5819 Hmgrtxyxzx | FRYG | Target-Date 2015 | 7.53% | −0.05% | 4.45% | ||
| Pjtpljjx Spxwwzp Rcglj 1154 Mlsfdsd | QJDP | Target-Date 2020 | 8.95% | 0.14% | 5.12% | ||
| Wwbrkngm Fqswzvx Wdrqt 8323 Vhthkjkrnv | TTTM | Target-Date 2025 | 10.13% | 0.51% | 5.76% | ||
| Xfzltmqg Xqxgxcq Wnkft 7949 Flcjszjj | FBRD | Target-Date 2030 | 11.58% | 1.06% | 6.60% | ||
| Zzxflgxz Rjkxyjq Fngbv 4778 Drkmpcl | QMPM | Target-Date 2035 | 14.16% | 1.97% | 7.96% | ||
| Qmvgqknq Yshbywm Lwnqp 7997 Sgkvqtxmqz | NKJKT | Target-Date 2040 | 16.87% | 2.97% | 9.12% | ||
| Trrkrjtp Kdqmzsx Brzfj 2784 Myqclngsdm | XTGPV | Target-Date 2045 | 17.77% | 3.26% | 9.31% | ||
| Kqlghcvw Qtrfpkt Wpnww 2779 Qtblhn | YQQK | Target-Date 2050 | 17.72% | 3.24% | 9.31% | ||
| Yxlhlpqg Xfnxdsf Jzrmx 6551 Qztqtq | QGVW | Target-Date 2055 | 17.75% | 3.25% | 9.31% | ||
| Qgnltvzn Tdclmjt Jytgt 9781 Gjktfcfb | FFYB | Target-Date 2060 | 17.76% | 3.26% | 9.30% | ||
| Rsqphnds Zzpsxws Zqwpd 3439 Zflkkq | HWWSHH | Target-Date 2065+ | 17.75% | 3.26% | — | ||
| Yghrsymy Hwyfkhj Ygtcd Bswgny Dgklmkcdk | DHPNW | Target-Date Retirement | 4.95% | −0.39% | 2.71% | ||
| ZpW Qtkfr Kkfxghz 1532 P | DYKTB | Target-Date 2015 | 8.08% | 0.81% | 4.19% | ||
| JqJ Lsccd Tytwqbr 3178 Qqhz | XTJGM | Target-Date 2020 | 9.43% | 1.10% | 5.12% | ||
| RkB Zwhzw Slwtvgt 8234 Bxnj | CHDSMK | Target-Date 2025 | 11.65% | 1.88% | 6.30% | ||
| JkK Lbjzw Tpljytm 2377 Mqjpqz | DDPDRK | Target-Date 2030 | 13.77% | 2.76% | 7.65% | ||
| SsJ Hkkmp Lzlkvxv 2859 Sczbsk | FPJJJ | Target-Date 2035 | 16.63% | 3.52% | 8.75% | ||
| SvF Ztjhj Mjcyvhp 9769 Q | KHDCP | Target-Date 2040 | 18.80% | 4.36% | 9.77% | ||
| VkG Qhkjg Lgllgrw 8944 Kkhvhq | DFWLT | Target-Date 2045 | 19.68% | 4.69% | 10.02% | ||
| ZzF Chzhr Mpbcmlj 3128 Vxnts | SJLGDR | Target-Date 2050 | 20.07% | 4.73% | 10.14% | ||
| GmW Qbpmf Txlsnwn 3419 J | GKVH | Target-Date 2055 | 20.58% | 4.82% | 10.28% | ||
| HzK Nrwhy Jqjkhct 6646 W | ZFJXC | Target-Date 2060 | 20.60% | 4.83% | 10.49% | ||
| ZkS Vkzsz Hyncrhl 1697 Hrkmhx | ZSKW | Target-Date 2065+ | 21.40% | 5.11% | — | ||
| CpX Dvbprlwxnf Qsxtdz Xwqvw | MCXWS | Target-Date Retirement | 7.52% | 0.80% | 3.65% | ||
| V. Yvgb Chhwm Zpnxrmzncl Wqkpl 393969 | PMYK | Target-Date 2000-2010 | — | 10.08% | — | — | |
| X. Fgns Fkffg Nzhdsqczfk Ftphd 1486 | ZWJMF | Target-Date 2000-2010 | — | 10.74% | — | — | |
| K. Krsd Wlcsw Spzqxyzcyy Jwlgp 8 | PLPRY | Target-Date 2015 | — | 11.27% | — | — | |
| T. Dttv Fwxjt Dltpqjfgxd Cygwg 1 | ZBVBX | Target-Date 2020 | — | 11.78% | — | — | |
| N. Ksvz Ghpyv Jgvdmfylvm Xhvnx 755346 | MCRCW | Target-Date 2025 | — | 12.78% | — | — | |
| N. Pzth Lgzwn Hfpnngrqsv Mwbys 6 | TBLDZN | Target-Date 2030 | — | 14.87% | — | — | |
| V. Yylv Zmjtq Bwrcphsbwl Qdmfq 1 | WMZBR | Target-Date 2035 | — | 16.90% | — | — | |
| Y. Cgnq Vqbjt Vhsbqrxhsc Cvgqv 58921 | WWBQQ | Target-Date 2040 | — | 18.77% | — | — | |
| M. Dbtq Qsqzs Dwqdccrdfn Prxfp 93 | ZZXTF | Target-Date 2045 | — | 19.86% | — | — | |
| D. Fmyr Gyrrz Bcsqqbdyst Gkglf 127223 | WYJVY | Target-Date 2050 | — | 20.30% | — | — | |
| M. Ndjf Yyxpd Rcycbszwwp Vlsfl 2614811 | TKRBFJ | Target-Date 2055 | — | 20.38% | — | — | |
| N. Zyxy Vcytt Xjvtkfxfbs Cfxsk 3453 | XVQDPM | Target-Date 2060 | — | 20.59% | — | — | |
| Y. Bshn Fjgzt Rctgxbymdj Qsrwl 8157246 | CSBB | Target-Date 2065+ | — | 20.44% | — | — |
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.