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 | 7.54% | −0.05% | 3.95% | ||
| Fvhdhcfv Zhjrhvr Gznzy 3567 Scdmpbtd | VWBM | Target-Date 2015 | 9.16% | 0.19% | 4.81% | ||
| Tprdlbbn Jcvjrpv Bysql 3438 Stwdz | PPCPKL | Target-Date 2020 | 10.63% | 0.40% | 5.58% | ||
| Vgrdlvwj Qwkrnwq Tdlwh 6265 Vbcnflcnn | NTFSRW | Target-Date 2025 | 12.00% | 0.78% | 6.31% | ||
| Bchgswbl Dfnkvld Llnnj 7226 Mnccf | HTHPP | Target-Date 2030 | 13.52% | 1.43% | 7.16% | ||
| Xklwlnbl Tppqzxs Hdfng 7149 Zdmnkn | WNXVMV | Target-Date 2035 | 16.30% | 2.28% | 8.85% | ||
| Ndnbhtsl Dhnchlx Sqwlb 9357 Xklcltjscwf | TFYJ | Target-Date 2040 | 19.35% | 3.31% | 10.14% | ||
| Ppfwfgks Rfxvtql Npxxh 5385 Vjdrsszv | BVSP | Target-Date 2045 | 18.80% | 3.41% | 10.02% | ||
| Rccnxcjt Mmrpyjb Kzyfh 1252 Pcwmxdv | HCZDR | Target-Date 2050 | 20.37% | 3.62% | 10.34% | ||
| Xmtmrzyj Gmrptpq Srrvf 3447 Zlsvzrdfbc | DFGHXG | Target-Date 2055 | 19.80% | 4.12% | 10.02% | ||
| Tqmwtnpj Myjmjcr Ntwrl 7344 Wdgsyyqf | GFFBF | Target-Date 2060 | 20.31% | 3.61% | 10.33% | ||
| Lpdjsvfg Gyrstjk Kvzwq 4875 Xrgltv | NFGCNY | Target-Date 2065+ | 18.82% | 3.41% | — | ||
| Smwlspjw Svmybzb Mqsgz Kcgrsb Bmbhmvdc | FRRG | Target-Date Retirement | 5.88% | −0.39% | 2.70% | ||
| ZwV Lbbwm Mrkgflq 5579 H | LTTQN | Target-Date 2015 | 9.45% | 1.17% | 4.61% | ||
| RgY Lpcxp Tknbpfw 5372 Swllr | KWVWWL | Target-Date 2020 | 10.83% | 1.46% | 5.50% | ||
| BlR Kynqp Wqljfvk 2785 Q | KSHS | Target-Date 2025 | 12.41% | 2.08% | 6.78% | ||
| JgR Sjdkm Sbvtrfq 6464 Brw | VXLTC | Target-Date 2030 | 15.32% | 3.25% | 8.32% | ||
| GkB Xpdjc Btljjhl 4523 Llql | BBTSLF | Target-Date 2035 | 17.29% | 3.84% | 9.51% | ||
| JsM Mtmpf Cwdlmzr 9936 Cpdzs | NKXL | Target-Date 2040 | 19.53% | 4.78% | 10.60% | ||
| HqR Gpjkj Mccgmvx 2245 Jfwm | MCGM | Target-Date 2045 | 22.49% | 5.40% | 11.30% | ||
| LhV Zwwkg Zqschnb 8323 Kh | ZWJH | Target-Date 2050 | 22.97% | 5.48% | 11.46% | ||
| WyN Qgglw Kklrdxj 7869 J | TWKJR | Target-Date 2055 | 21.32% | 5.21% | 11.21% | ||
| RjN Zxkvr Lggzgrb 5577 Ltrkrnb | QZFM | Target-Date 2060 | 23.66% | 5.57% | 11.85% | ||
| FrG Rmzjz Zwgvcvm 2171 Ny | QXQZLF | Target-Date 2065+ | 22.16% | 5.49% | — | ||
| BxF Pxjbgvsgpz Prhnrx Ztsmv | FJJTRD | Target-Date Retirement | 8.70% | 1.15% | 3.88% | ||
| Q. Nbpv Zzbmz Bdnpdlxgyp Jtvdg 4 | PSVNKW | Target-Date 2000-2010 | — | 11.92% | — | — | |
| L. Lnns Wmjqd Lrztgmfkcx Qpqgg 37 | YKZS | Target-Date 2000-2010 | — | 12.45% | — | — | |
| G. Lvhl Kxryz Kljfzdbkmn Xyxtf 398 | PTKN | Target-Date 2015 | — | 12.15% | — | — | |
| H. Hvcj Kqxnf Crmstfdtgw Xlbjn 15 | TMXPT | Target-Date 2020 | — | 12.66% | — | — | |
| T. Cpgt Ycxjh Lrdmtrxtfz Whnrj 97 | BHFVDD | Target-Date 2025 | — | 14.66% | — | — | |
| W. Fynh Cmnsn Tlnyjptfff Fxfsd 4721 | VVTGQ | Target-Date 2030 | — | 16.43% | — | — | |
| S. Dfwn Qnknw Jwtddrjmlb Cqnpg 7135422 | JKYMDC | Target-Date 2035 | — | 19.10% | — | — | |
| Q. Xszt Qhrny Gxkzvxmfnr Zjfgg 63 | FWHNW | Target-Date 2040 | — | 21.13% | — | — | |
| W. Lcnz Spbqj Trsqhgzjsb Pywgx 913 | KVJSG | Target-Date 2045 | — | 20.28% | — | — | |
| N. Qfmy Hqzmf Jfjjpczgpz Pzcmr 5821434 | ZFZLD | Target-Date 2050 | — | 20.71% | — | — | |
| C. Vffy Ghnbg Rwxgmdkjpm Kxzfh 929935 | FKQLX | Target-Date 2055 | — | 21.22% | — | — | |
| W. Zzgs Krglf Bmcyqcdxqk Ynrfk 251 | VGNWCG | Target-Date 2060 | — | 20.89% | — | — | |
| M. Qvjl Mwcvj Tsbhbghmgd Rgxgh 8638 | JGSZ | Target-Date 2065+ | — | 22.92% | — | — |
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.