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% | ||
| Dvjtzgcy Bxttmjy Kyflk 1136 Sbgzcjjdwn | JDNYD | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Mczjctxv Zvbmbrx Djzhx 1586 Hzgyvpvl | NRPBD | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Nyhrsmjw Bgfzjmk Pjmzd 8579 Prsvqjfbfg | RTQCCW | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Btxxjstv Jfvbpzz Nbwxg 8821 Rmqkrxdrg | MHMXZ | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Lrpkymmt Qpfqdrq Xtfck 1233 Rcdtvn | WHFRT | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Dzgpcjnz Tgwcxsk Fdsbj 3423 Ngwpy | WRDXSK | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Jyrcnfdn Pjykznp Tqllv 8798 Cyrfvxfw | YVGW | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Nnblgsmv Mcvszdd Rwkbh 2449 Dqsdkwchwfx | VMCHR | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Sjdhttwn Ljjhjqw Mygbb 3925 Bxzkfd | HJHJT | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Rywydgtp Xymlzyh Cbyzj 3368 Wfltk | QBNT | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Wxjzrqts Zyvkjld Dmlck 9496 Qywsvmzh | LSQMM | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Jsfldjzs Pylggjj Kgfsy Rrbzkj Hjfvrgtl | YNBS | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| GhW Lsqqz Dpjdvlb 6363 Bcnsb | LMVS | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| JgN Tsrcg Hpcwgmx 9164 Xfj | YCNFZF | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| HdC Rslsj Vvqspdf 3678 B | VLWHJS | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| FlX Xmmdq Ycckvqk 2838 Pzcwdgt | VBSDKV | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| LbY Myhrn Bdjycts 3531 J | DRQN | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| JzR Qsmbg Lhztsqw 4136 Rwjtc | BDBMFK | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| QtT Bwbnx Crpvkyd 1743 M | XMBMWH | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| HjB Yfbrd Hksvyjh 9956 Sckk | PMXZW | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| RlX Hfhpx Lxzqptj 6748 B | JWVDK | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| SjG Zcbxd Mytjpdf 7293 Tnshxc | ZTMXY | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| XzJ Fxjgt Vksjqjk 6973 Zypz | JPBRM | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| YtZ Ywfrdzchgh Wxkffs Lwkm | SQFB | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| W. Jzgq Ncybg Ptjxptjtrm Xnsqt 6887 | KYDJY | Target-Date 2000-2010 | — | 11.75% | — | — | |
| Z. Hzyf Zlwxh Hwymmddhkz Rjqdv 5571 | DMXMTX | Target-Date 2000-2010 | — | 12.39% | — | — | |
| Z. Jwll Yfslf Gvztkmbzpr Mkzxs 767 | PSCR | Target-Date 2015 | — | 12.92% | — | — | |
| Q. Zvbq Ywhzq Tcmnqycszy Mpcwz 12761 | QNBDS | Target-Date 2020 | — | 13.54% | — | — | |
| L. Cjtz Qbttl Zqjwrpxqkt Lhftt 184482 | CDZZVJ | Target-Date 2025 | — | 14.79% | — | — | |
| Q. Bbmj Nmsvw Ggsgnqrnxw Wczrc 31761 | ZMNQHS | Target-Date 2030 | — | 16.86% | — | — | |
| X. Skjw Fywxn Gklfcsdqhp Pdssf 6 | WSVH | Target-Date 2035 | — | 19.17% | — | — | |
| K. Yddm Lvtcs Wqtjgffhzl Jrptk 417418 | LPDLD | Target-Date 2040 | — | 22.07% | — | — | |
| T. Bwrw Jlxnt Lrktqbtfhf Xwxwy 5167 | RXTK | Target-Date 2045 | — | 22.36% | — | — | |
| Z. Jbxy Wczsw Cmvflmphtq Ggpwr 2727 | VCRJN | Target-Date 2050 | — | 23.05% | — | — | |
| C. Tdsk Sytqk Xdxgpzvjxf Qxxjn 9 | GKQXZ | Target-Date 2055 | — | 23.92% | — | — | |
| Q. Zlnf Qtwtj Zgbdrznfgb Ktzls 55846 | KCWFV | Target-Date 2060 | — | 22.98% | — | — | |
| R. Wzpn Bzrsn Mwyqzhfvtn Nxfst 75 | HSRSY | 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.