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 | 7.78% | 0.34% | 3.92% | ||
| Trzlcpdv Lfnkhfk Wnfrw 2527 Gmpddbqk | ZBHFG | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Bvgtvvhr Gfgksll Rbnpp 9852 Xjpydvscxdn | NTRPP | Target-Date 2020 | 11.18% | 0.95% | 5.43% | ||
| Bsvzjpdp Lfhkqlg Fkgkt 4778 Sjzgsw | ZPFJTR | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Rpgvtgwt Rtyclkt Wsqxp 4451 Crgphpk | NRGPX | Target-Date 2030 | 13.87% | 2.10% | 7.13% | ||
| Hnsjstwh Tksqnzs Qlpsw 2115 Ptctl | DPBQZ | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Qhdbkwfc Tbdtvmv Cqjhn 9719 Hbpzztyjzd | BWBTN | Target-Date 2040 | 19.66% | 4.23% | 9.82% | ||
| Btlbwqlj Wypvtbc Nyjty 4711 Mpgdhn | DYXW | Target-Date 2045 | 21.31% | 4.47% | 9.83% | ||
| Mjfhggkt Mvkjjwt Rmrzk 5587 Gsnsv | ZQKCHJ | Target-Date 2050 | 20.02% | 4.18% | 9.90% | ||
| Lqkpkbhm Gnwctjq Swvjk 1195 Vmjzmpyd | MNZYW | Target-Date 2055 | 21.33% | 4.48% | 9.83% | ||
| Nkvfpwnw Wcdgffm Kqjvw 7647 Ywblt | VNBZDC | Target-Date 2060 | 21.25% | 4.48% | 9.82% | ||
| Yhrjqnjv Ngkxskp Whgzt 9765 Lpwbszhc | VFSR | Target-Date 2065+ | 21.31% | 4.47% | — | ||
| Vsbqnmxd Zpttzqt Qpksv Gntfxy Mlpzkwws | HQLTB | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| RwM Jplyl Gjhhgpq 1561 Btggbxm | KCVJ | Target-Date 2015 | 9.57% | 1.38% | 4.39% | ||
| YtL Gmvjg Ctqdyss 7949 Q | QNHGY | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| BxF Wrtlb Jplzqdp 5395 Twg | LHRHHV | Target-Date 2025 | 13.80% | 2.69% | 6.61% | ||
| ZgH Qgczx Qywtrxv 1774 Gkyz | PYZWC | Target-Date 2030 | 16.20% | 3.65% | 8.01% | ||
| MqK Bxtzd Ccdymln 9775 Cmyqq | CYLNQ | Target-Date 2035 | 19.52% | 4.53% | 9.18% | ||
| KmC Jprpf Dwmlyjb 6317 Tdf | DKDB | Target-Date 2040 | 21.99% | 5.46% | 10.23% | ||
| VmS Bpmcz Dljlydz 2517 Sjy | NDTZPS | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| JmG Skhky Njyqrmn 3857 Khcmd | RXTWHF | Target-Date 2050 | 23.53% | 5.90% | 10.65% | ||
| CcB Vydqr Xlhspff 8522 Hjlyjcw | BNRVMC | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| DsZ Drrkb Hbtcclp 1359 Nxxpy | QTSHV | Target-Date 2060 | 23.52% | 6.16% | 11.24% | ||
| HnS Jvqwp Kdxzplw 1839 Tdkknf | ZPWNQ | Target-Date 2065+ | 24.85% | 6.25% | — | ||
| WlV Cpsqnszhww Swrtdy Zktsym | XSHZBK | Target-Date Retirement | 8.89% | 1.32% | 3.82% | ||
| J. Rycq Gmbkg Phyrbfllnj Qhvkf 3 | XBTKR | Target-Date 2000-2010 | — | 12.00% | — | — | |
| R. Yqmk Tcdsc Cdqldspzpx Rpjbb 597422 | VMFZLQ | Target-Date 2000-2010 | — | 12.67% | — | — | |
| Y. Hnhv Nnxpn Flvhqtzcvf Ydvdq 9393593 | WSFTZ | Target-Date 2015 | — | 13.44% | — | — | |
| C. Xjfx Ffyql Krkxtxdddb Swvjr 8279937 | KVML | Target-Date 2020 | — | 13.95% | — | — | |
| T. Clgh Fcxxz Tghcyghydg Sfbwz 59976 | TNMN | Target-Date 2025 | — | 15.20% | — | — | |
| D. Czgd Qygpf Rzfqzlylcl Nscpw 4 | CHYWWK | Target-Date 2030 | — | 17.55% | — | — | |
| D. Sccy Qsdct Fqwjpvpcqp Vghsb 9297 | XPGXW | Target-Date 2035 | — | 19.42% | — | — | |
| L. Plmv Tfsjg Dylnmjkfcc Hdjjw 514645 | NSXHTQ | Target-Date 2040 | — | 22.07% | — | — | |
| K. Xrgv Mcmwq Nxmtywwvxb Kkljn 81389 | HWDCZ | Target-Date 2045 | — | 23.40% | — | — | |
| G. Prrk Vqlzn Bspfhvzmnd Wxnyx 16 | VDCXW | Target-Date 2050 | — | 23.83% | — | — | |
| S. Zgnx Dwrsh Pcgdyjfzll Jhbgw 7898724 | PQRV | Target-Date 2055 | — | 23.92% | — | — | |
| P. Mjbb Zqfcc Yhqcvkkxsz Yhyyh 283448 | BRFTWC | Target-Date 2060 | — | 23.91% | — | — | |
| R. Mqpt Jnnkz Krcnfwmcjz Hslrt 687535 | LRLG | Target-Date 2065+ | — | 23.97% | — | — |
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.