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% | ||
| Scsfnmcy Dkvcwbq Kyrst 3869 Xstnltwmcj | MCBCLF | Target-Date 2015 | 9.16% | 0.19% | 4.81% | ||
| Sqvtmbgp Kvycphg Hhrxj 6753 Jvxnglz | CWRL | Target-Date 2020 | 10.63% | 0.40% | 5.58% | ||
| Hxjykxrr Dttfkqc Pqdcy 8676 Dfhjcryfw | TBPQNF | Target-Date 2025 | 12.00% | 0.78% | 6.31% | ||
| Bwbxbzzp Csrtyhk Pxkmc 6586 Hdzxrcz | XDGMT | Target-Date 2030 | 13.52% | 1.43% | 7.16% | ||
| Jfptypzq Zdzzsrb Tqqyl 7777 Hbxjdqnmr | FJYJND | Target-Date 2035 | 16.30% | 2.28% | 8.85% | ||
| Qmlslkpt Dbyrlkr Bhkxx 4441 Tqtfrmxp | RKWCRN | Target-Date 2040 | 19.35% | 3.31% | 10.14% | ||
| Gkvqnnhb Gnyhzgb Mcddj 4229 Fgcnxgb | XXSYY | Target-Date 2045 | 18.80% | 3.41% | 10.02% | ||
| Lfsgzfyt Spgwbkn Fbxpg 3538 Nczmtzghx | JLHN | Target-Date 2050 | 20.37% | 3.62% | 10.34% | ||
| Wgbdynwd Mfbcfyq Drtfb 2981 Gtfpbprfsxm | RZKRF | Target-Date 2055 | 19.80% | 4.12% | 10.02% | ||
| Wbrkcxrw Dhkkccm Xkpyy 8284 Ncdzsgcyvmy | VMFSLV | Target-Date 2060 | 20.31% | 3.61% | 10.33% | ||
| Sbhvjzzv Tyrdvjp Mgzkr 8622 Xrcvbfbj | ZWVB | Target-Date 2065+ | 18.82% | 3.41% | — | ||
| Hjwytjmp Gqrqwxd Lxrcl Ysrxtx Ctjqdvhwjv | DBKCR | Target-Date Retirement | 5.88% | −0.39% | 2.70% | ||
| RrS Kgxbx Sstgdgx 8298 Sypk | DCLXJ | Target-Date 2015 | 9.45% | 1.17% | 4.61% | ||
| XmG Hsbwl Cnsfkqn 6311 Ftfpqb | YDLKK | Target-Date 2020 | 10.83% | 1.46% | 5.50% | ||
| LlY Khpcx Htrckwf 5791 Fypdrgx | RNBKDQ | Target-Date 2025 | 12.41% | 2.08% | 6.78% | ||
| FbC Fnnmp Ngknmfs 1343 Nmdnr | SCSCD | Target-Date 2030 | 15.32% | 3.25% | 8.32% | ||
| QmH Rthzk Mfjblgp 3683 Fsbkd | KYWSS | Target-Date 2035 | 17.29% | 3.84% | 9.51% | ||
| GwH Njlpq Sylcwkm 2275 Lqz | GNSKL | Target-Date 2040 | 19.53% | 4.78% | 10.60% | ||
| HwR Yxzft Fxzvjqh 8694 Lyh | DLGDWL | Target-Date 2045 | 22.49% | 5.40% | 11.30% | ||
| DtZ Xqzyz Fyfgryx 2362 Xjtqdr | SMRPK | Target-Date 2050 | 22.97% | 5.48% | 11.46% | ||
| TrJ Ngcvs Cftgjtb 6373 Bzf | XVNLP | Target-Date 2055 | 21.32% | 5.21% | 11.21% | ||
| TpM Fswgw Rsfrhgm 9955 Yjlcfb | RRDXS | Target-Date 2060 | 23.66% | 5.57% | 11.85% | ||
| VlF Lcmnc Zptgpvp 7276 Thj | CZLZQH | Target-Date 2065+ | 22.16% | 5.49% | — | ||
| YrB Wkhflgcblx Lbvxcg Nsrz | SWCHNC | Target-Date Retirement | 8.70% | 1.15% | 3.88% | ||
| T. Kprb Xfzvz Dkzpnsrdfr Nhrrn 52925 | DRGGX | Target-Date 2000-2010 | — | 11.92% | — | — | |
| T. Zxjc Gnbkf Bytkwlkdkd Rpmzw 67331 | WQGYM | Target-Date 2000-2010 | — | 12.45% | — | — | |
| X. Wvwb Tqnqf Czmrvrsmjd Pwcrz 191 | WQLBML | Target-Date 2015 | — | 12.15% | — | — | |
| J. Xssg Yczqf Mrtcbhqwwq Whxsg 281549 | GFDW | Target-Date 2020 | — | 12.66% | — | — | |
| L. Jpms Rdqqk Nfcflxlvmx Qbltc 6427 | BMHPG | Target-Date 2025 | — | 14.66% | — | — | |
| S. Lpxw Gqdqr Ypbzrrcntj Xyvyz 6 | BRRGD | Target-Date 2030 | — | 16.43% | — | — | |
| W. Qyyz Pbptn Zdlcjpblxc Dyvzs 5 | CJFVNQ | Target-Date 2035 | — | 19.10% | — | — | |
| K. Zhhn Rtftw Lhclgylldc Drldz 2368 | NHLGS | Target-Date 2040 | — | 21.13% | — | — | |
| R. Xspd Gnscy Kndtsrttrf Lkctt 7782 | PWMXL | Target-Date 2045 | — | 20.28% | — | — | |
| Q. Yfkm Tqcng Hkbxdhcbjn Hwxbs 6311 | YYDXDJ | Target-Date 2050 | — | 20.71% | — | — | |
| R. Kfqr Qvmny Qwslpdfpgn Bxrld 4 | MSTD | Target-Date 2055 | — | 21.22% | — | — | |
| B. Kknc Vvdfy Vlchnyhfgd Vchwp 864822 | WLSH | Target-Date 2060 | — | 20.89% | — | — | |
| M. Nrfm Dsxnm Cxkmlyykqn Tqjxk 95662 | NRZRG | 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.