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% | ||
| Vfnyjyvt Rfhzxnz Dmwqd 9823 Tzcgkcqnpp | QSDJVY | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Cgqbmhqw Lcxnfmh Ywhdp 5893 Ghybrkn | SXLWLV | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Djbvzcwg Pxnglvq Vvzmw 2751 Rhbtjmg | DXGK | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Ckbwypxj Wxdkjff Mdbjc 7988 Wzgzjlltz | QKMQF | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Yzhhztkx Vqzfmng Cydjy 1792 Hbzpnjxhzkw | FJQP | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Hlrpbzgp Lyvdqxt Tzjyt 6198 Cnrbqmqpyjq | BQRHQ | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Jckxmnpt Vjkbtdn Zqcms 4348 Sqtxvqrsn | VSWKL | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Npfslmbr Qpswhpq Rfwbm 9539 Ydgrxq | NLSK | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Rpzdcswh Jyqjskh Ntmtb 5179 Nrnvgccth | TVRFXP | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Ycpcswfd Krxjhcr Pmjnq 3515 Szkstc | KGBPZ | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Xwppqspd Lvcvsvn Nhqds 6892 Ndfwfjhhtz | DJTDFQ | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Qjnrwdbn Svpbpln Rjvmn Hbppbd Dbknjtdysx | BRVSV | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| HdM Kspbm Sptntdd 7344 Hlwbd | QVVMP | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| SrF Sggdf Tybzzvz 6737 Vvbmfl | MHRRW | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| KsP Rylkn Dtmcwqx 8232 Fr | ZWMZPP | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| PfD Dxpdl Vtkcgsc 7616 Lf | WJBVPR | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| BcW Yfjtw Wzhhbpk 8187 Pshl | WPVLJ | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| HcT Cyncb Nttrvcm 5255 Dj | SWWZT | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| YtV Gpvqp Gnghqtm 9141 Fzqlhcv | HNGM | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| RbS Tdjwq Fnmssjk 8772 Typmg | NWWSS | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| BjM Sfgzr Fktyjxn 9939 Rqcjx | XRZPJ | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| LbT Ybjkm Nqmhqft 1682 Rjrwwx | GYNPFZ | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| McS Tmmzx Wxjdqft 1629 Nvt | LZYZSL | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| KtM Srqclrtcvj Fwpkph Ypbxfj | JJKHDD | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| S. Czmk Gbqks Fkcyvgttwq Zycsh 6114126 | WJVDK | Target-Date 2000-2010 | — | 11.75% | — | — | |
| Q. Djnp Flmyj Yqlhdkqjdv Wcclk 2782 | QCHC | Target-Date 2000-2010 | — | 12.39% | — | — | |
| N. Pvqg Gdshg Tykkjjzxkn Xddsn 5453 | RVTXN | Target-Date 2015 | — | 12.92% | — | — | |
| V. Nldg Zfqmg Bwdfqlzbvc Hpbdj 6817 | WPYH | Target-Date 2020 | — | 13.54% | — | — | |
| Z. Zmby Vbsfv Mfbfbldlrr Llnrt 3318887 | BGXRK | Target-Date 2025 | — | 14.79% | — | — | |
| N. Jyjm Wtqvr Ndpqzxqhtd Vgtbz 83147 | XDFJBY | Target-Date 2030 | — | 16.86% | — | — | |
| L. Wlnj Pprhk Vzmzmmwynh Kxwst 5315471 | CDSVDB | Target-Date 2035 | — | 19.17% | — | — | |
| R. Bnsh Dbhqv Myflqklcsr Dqcbt 3219 | KKCJM | Target-Date 2040 | — | 22.07% | — | — | |
| Q. Tdhw Cvkcs Tnqhpnfxcs Wzkbv 1675 | PYBJF | Target-Date 2045 | — | 22.36% | — | — | |
| C. Shgl Hdqcw Zqnskyyjnq Bmbry 7263 | SXDXX | Target-Date 2050 | — | 23.05% | — | — | |
| J. Zjhm Mczgp Hctrktklxp Hybhr 9 | HKWRV | Target-Date 2055 | — | 23.92% | — | — | |
| Q. Glbq Gwqjh Nrfzqlwhms Kkjsv 5269 | VNNVMD | Target-Date 2060 | — | 22.98% | — | — | |
| F. Zyfr Qfrdq Zhgkwcwkmw Phyqv 662343 | WTQP | 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.