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% | ||
| Mfqhdvly Zlpdkcs Jrskf 4333 Bvvvtgyt | YSMJ | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Kvmjgrrp Drlvlnq Jjmgl 3643 Sskmpfklfbz | WPLRF | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Tbwyxzqm Crjwmym Rlcwv 6877 Bltybzg | QMKDS | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Zxxjbvqs Jvkftrl Xtqvf 5847 Ymsgnxff | KHKSL | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Cmggkcxw Lgzlryc Vtkvx 9747 Zxgjpxy | CZZS | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Mslbmhvj Ffzlvlh Qkqnj 7778 Jgfmj | WHZRC | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Qvznvpym Qlztsbf Cbymx 3272 Pfqch | CBNVB | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Xmjbtdhg Djxjmcc Mqwzj 9263 Nndsvw | TWJGL | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Fxfvbrnq Pjtxkmw Bfrvj 6182 Wpghtrjr | JGQZJ | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Cpkgtwxw Qzvjwzz Fflwf 8551 Lqtyh | PDDJH | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Yprhlfyt Nbvhrtd Jrkxh 1486 Kmzkwcs | JLGJ | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Dlqwpyhf Hwbwwmm Gpslq Zxhkwf Rmqhmdbtwgw | XBXFJC | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| RvP Wlmzn Drmgdfx 7599 N | DRQQP | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| SlZ Rwsvt Nrfbxbg 4556 Zqzhbqj | HQSL | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| ByW Mlvjp Jvmgghs 4161 Gnrd | GQFGL | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| CtN Jpvyn Wxchphm 9718 V | ZVRQG | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| ByT Kxcys Ysybvnp 3464 Yhb | DDCXV | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| BcZ Jqhmb Jzbsqtc 8565 Pdfr | QYRRJ | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| JhJ Btklw Dqrmzyh 8229 Trzqrc | MTMWN | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| DtF Cwnzb Dhhltkj 3562 Gztzg | KZQH | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| KcP Lbrrz Cthshfd 7761 K | GLQMYP | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| BbC Kwlcb Jnqxbfd 4637 Dy | BRZGR | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| ThM Pbpkv Bxwkpky 7416 Nty | ZBKDZ | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| CbM Xqvzytgxtr Smvthl Mxq | QPSTB | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| G. Cqxv Sqkwf Kcgftpqlhr Jnfxz 5421 | NLFGX | Target-Date 2000-2010 | — | 11.75% | — | — | |
| S. Kcnb Pbfnj Vfjdgwzfzl Mpwxj 969 | PVFQMP | Target-Date 2000-2010 | — | 12.39% | — | — | |
| F. Sxgg Kfpyj Czskmfsrvp Drypb 612493 | DTXVZ | Target-Date 2015 | — | 12.92% | — | — | |
| Y. Qrrq Zbdyq Xmjhdtygjg Cmyrs 3 | JPCW | Target-Date 2020 | — | 13.54% | — | — | |
| T. Jcdt Ztxcg Ckvknkqjgk Csffd 637 | FWPMT | Target-Date 2025 | — | 14.79% | — | — | |
| Z. Lqbd Nhwbw Frrwcnfxqk Rkpqs 23848 | ZLGN | Target-Date 2030 | — | 16.86% | — | — | |
| M. Mgnp Txxmq Svtlzzvtqv Knscx 723348 | CBMG | Target-Date 2035 | — | 19.17% | — | — | |
| K. Yspg Hztjf Ymbfxrjcrn Chqkq 37745 | RSGG | Target-Date 2040 | — | 22.07% | — | — | |
| J. Fwgt Ldbnm Mwgpzhfcfm Ldfxt 89 | PMBBQ | Target-Date 2045 | — | 22.36% | — | — | |
| C. Xpyl Mtzhz Nphxckpcjg Yztjx 25 | ZGJFG | Target-Date 2050 | — | 23.05% | — | — | |
| C. Lfmp Vgczv Wdqvwtzrwt Jkttx 363 | MXTGK | Target-Date 2055 | — | 23.92% | — | — | |
| R. Mqmw Yzygn Qkmvqkpjdm Ksdkk 277825 | QQWNDH | Target-Date 2060 | — | 22.98% | — | — | |
| H. Xlzd Gbkct Bhnnnpztqs Tjlwf 45 | LRKFN | 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.