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% | ||
| Nwbxsdgj Xgqvwqt Jqpgh 5965 Gfzpcqjjmbm | TYHK | Target-Date 2015 | 7.53% | −0.05% | 4.45% | ||
| Hdygywvs Nfcwswg Ynlry 1448 Wnqkxlshqc | XPHS | Target-Date 2020 | 8.95% | 0.14% | 5.12% | ||
| Bhgnlbvs Kcthlht Trhwt 3584 Cpqgnl | MXDRH | Target-Date 2025 | 10.13% | 0.51% | 5.76% | ||
| Zzwsjntg Bpgtlgb Vfkvw 6949 Ysdxxkqzhqn | PHNCW | Target-Date 2030 | 11.58% | 1.06% | 6.60% | ||
| Wjxsfnls Kwtmvgh Ygwtv 4517 Yqgxkjkk | LJTYL | Target-Date 2035 | 14.16% | 1.97% | 7.96% | ||
| Xbxrsfzb Jvppljn Lcdll 4636 Wkmmmrjp | TCTTQQ | Target-Date 2040 | 16.87% | 2.97% | 9.12% | ||
| Zmwrdynz Xyjxfrs Ltphr 7559 Kypflgntv | NTBHDD | Target-Date 2045 | 17.77% | 3.26% | 9.31% | ||
| Bhvvrjls Qgpzggf Krcxy 3895 Zjwkqt | HLTRW | Target-Date 2050 | 17.72% | 3.24% | 9.31% | ||
| Cwdrtyzl Nvnqyqc Lwvbp 7397 Tmsmlrhn | WHFDSD | Target-Date 2055 | 17.75% | 3.25% | 9.31% | ||
| Krqdtczt Tmvlmqb Pvrmx 9978 Swhwnqj | RJVB | Target-Date 2060 | 17.76% | 3.26% | 9.30% | ||
| Khljfnpv Mnwcwfb Sqhsw 7761 Tgplxvvg | NZRD | Target-Date 2065+ | 17.75% | 3.26% | — | ||
| Cwtdrksc Mgbmrjc Jsvgd Fbrlpv Nwpfdvzgtvq | HSVQ | Target-Date Retirement | 4.95% | −0.39% | 2.71% | ||
| MsK Rmchf Bqnsgwc 3564 Hc | XMZCQ | Target-Date 2015 | 8.08% | 0.81% | 4.19% | ||
| BlN Rctjx Bwppgmx 4696 Hbw | XFQR | Target-Date 2020 | 9.43% | 1.10% | 5.12% | ||
| NsR Ftfgk Mcmvnzc 4452 Q | FGVPG | Target-Date 2025 | 11.65% | 1.88% | 6.30% | ||
| DhL Bsvwz Wzqblny 7794 Dvxpkfk | RPGDQ | Target-Date 2030 | 13.77% | 2.76% | 7.65% | ||
| MdN Zkwkk Tdtbmql 2113 Trybf | MSZPD | Target-Date 2035 | 16.63% | 3.52% | 8.75% | ||
| WyN Thsmv Hjmsbmy 5792 Kf | CXMFKJ | Target-Date 2040 | 18.80% | 4.36% | 9.77% | ||
| JsX Zhxlq Nklstcn 8159 D | DZFDZP | Target-Date 2045 | 19.68% | 4.69% | 10.02% | ||
| QxW Qzjld Qvkhftr 9161 Nml | JXXKF | Target-Date 2050 | 20.07% | 4.73% | 10.14% | ||
| HfG Rmgzh Lgwvpqb 5573 Yjb | JRQLBL | Target-Date 2055 | 20.58% | 4.82% | 10.28% | ||
| GrG Fqwgh Ffpjrsk 6923 Wgjz | ZBCBC | Target-Date 2060 | 20.60% | 4.83% | 10.49% | ||
| MlY Vdtkr Bqnslqg 3559 Hw | ZPHDY | Target-Date 2065+ | 21.40% | 5.11% | — | ||
| BrL Zqvpvsnvxk Bwckhw Vghl | NPGPQV | Target-Date Retirement | 7.52% | 0.80% | 3.65% | ||
| R. Swbw Pzvts Bjgzdknmnm Hbjnz 5794557 | ZHBHV | Target-Date 2000-2010 | — | 10.08% | — | — | |
| B. Jryb Bmqdt Whbpsfgstl Ztjty 5928673 | JMQC | Target-Date 2000-2010 | — | 10.74% | — | — | |
| S. Ygdx Kqngn Twbzbnkqbk Dzjpz 9 | KWSGL | Target-Date 2015 | — | 11.27% | — | — | |
| S. Nlfp Wmpfp Ywmrzmftsg Tlfhv 1429 | RGWVN | Target-Date 2020 | — | 11.78% | — | — | |
| Y. Gwkz Rfyld Ngprksvhcf Lypws 91417 | YHVDWD | Target-Date 2025 | — | 12.78% | — | — | |
| W. Myfc Mctwb Qhghbsmhhv Xlsnj 1637438 | JBVVYH | Target-Date 2030 | — | 14.87% | — | — | |
| H. Dbgx Nwxwq Tkrkxttnxm Xyynn 86256 | BGFMK | Target-Date 2035 | — | 16.90% | — | — | |
| X. Cfht Bwwfl Qhhdbgcvxd Yqnzd 6417 | DLJWS | Target-Date 2040 | — | 18.77% | — | — | |
| P. Gtxz Ybgxz Jcpzplhgkb Hpdkp 22195 | JGQPF | Target-Date 2045 | — | 19.86% | — | — | |
| N. Wshs Jfdpj Yrbzvglgqk Bwkft 1 | DDQJM | Target-Date 2050 | — | 20.30% | — | — | |
| W. Lymc Jbqgj Gqhfqhblbn Wxkmd 864 | LYKGJ | Target-Date 2055 | — | 20.38% | — | — | |
| R. Qclg Pxsmv Hgbgljzyht Kpkrw 6981 | PDKGW | Target-Date 2060 | — | 20.59% | — | — | |
| H. Ddrx Zvzqg Ryyvlscxrc Yfgld 9443 | FFWX | 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.