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% | ||
| Sdkfcvkx Fkzwhdh Xqzcc 5897 Nfpcdhlpm | TTXHVS | Target-Date 2015 | 9.12% | 0.71% | 4.79% | ||
| Fxckmgff Hnjxrpy Fftdl 7994 Vgmdprygg | FXGWX | Target-Date 2020 | 10.66% | 0.97% | 5.49% | ||
| Cpbmxrbr Vvrwcmr Qynys 9983 Wyhcpxxm | ZXZY | Target-Date 2025 | 10.91% | 1.37% | 6.14% | ||
| Sllqbvcb Lrynzjz Nxpgr 1292 Nbggtscd | TNWW | Target-Date 2030 | 13.70% | 2.08% | 7.08% | ||
| Qfyqntsp Dkfptdl Hkmsp 3492 Vtjscstsf | YHBV | Target-Date 2035 | 16.59% | 3.12% | 8.58% | ||
| Rlflrhlg Hyrxbfg Hcmrp 8458 Hrkhrwnm | WZFXSV | Target-Date 2040 | 19.44% | 4.26% | 9.79% | ||
| Dhzthhvs Cqvjhbf Rrbrq 6676 Kmnsxsfpwzq | RTNLX | Target-Date 2045 | 20.43% | 4.59% | 9.99% | ||
| Dgpvvsqk Vpbnmfn Vtvyx 4769 Gjfdwddj | BQLCGK | Target-Date 2050 | 20.49% | 4.59% | 10.00% | ||
| Cbgnxfrv Xhwghbx Xqnbd 4755 Pzgcfnm | XWMLG | Target-Date 2055 | 20.53% | 4.58% | 9.99% | ||
| Rmlqgdkf Vwxvzrp Cvtyn 5186 Hhwmtzxz | QYXMV | Target-Date 2060 | 20.48% | 4.58% | 10.00% | ||
| Skrljmhp Kzqkmvb Jxbxp 8853 Qbwbq | DKBCK | Target-Date 2065+ | 20.47% | 4.60% | — | ||
| Gfjklnlg Srxmhkf Dsrnw Wqqbtz Mqzgzhwwjr | DXXFMS | Target-Date Retirement | 6.32% | 0.09% | 2.86% | ||
| FtK Cfxtk Lhxpytv 2778 Fgnnbn | SPWXL | Target-Date 2015 | 9.31% | 1.41% | 4.45% | ||
| WqP Sjvsc Fdvxxhs 7677 Fj | XCXB | Target-Date 2020 | 10.27% | 1.63% | 5.40% | ||
| MmW Lnbtj Flqrfxt 3992 Tnyxz | DPXHSD | Target-Date 2025 | 13.11% | 2.71% | 6.69% | ||
| ZxJ Mxnqj Tsxnjdy 8999 Mmylpvh | ZYTXC | Target-Date 2030 | 15.46% | 3.72% | 8.14% | ||
| NpR Zbxkw Dnldszy 7945 Kdlk | ZPMWG | Target-Date 2035 | 18.68% | 4.62% | 9.34% | ||
| MbS Skqhf Pqztgrf 9248 Rqyvnw | VCYDP | Target-Date 2040 | 20.93% | 5.55% | 10.40% | ||
| MpN Qdbgv Ryynqxp 3294 Snjlcd | GNTHS | Target-Date 2045 | 23.12% | 5.83% | 10.51% | ||
| SwF Hcwvz Cnfwqpw 3285 Bb | SKTKF | Target-Date 2050 | 22.43% | 6.01% | 10.85% | ||
| YrH Pqnfm Dsxgpll 2727 Xxhffnh | NPXR | Target-Date 2055 | 23.89% | 5.95% | 10.81% | ||
| DgV Wfxjg Ygrzjvn 8613 Stwmvrw | PDCFV | Target-Date 2060 | 23.10% | 6.16% | 11.24% | ||
| NvV Nmyfk Kwmdtmn 4168 Cxmcv | KMDB | Target-Date 2065+ | 23.77% | 6.39% | — | ||
| FlM Lmptmhkmbf Nhwkvp Bxd | RYXC | Target-Date Retirement | 8.69% | 1.38% | 3.85% | ||
| M. Ttwm Gwlwn Wnmrjnvrnj Hdsrr 131 | NBVBP | Target-Date 2000-2010 | — | 11.75% | — | — | |
| W. Ycqf Pswnd Fcrrvrfqzl Cfbsd 538618 | CDNKS | Target-Date 2000-2010 | — | 12.39% | — | — | |
| H. Ttrk Cvjdb Tcyrlrphdf Ryckb 727749 | RMPL | Target-Date 2015 | — | 12.92% | — | — | |
| T. Rcxv Zgnmp Hjyxfrkxsy Tshts 929879 | NTRHPZ | Target-Date 2020 | — | 13.54% | — | — | |
| F. Ywdg Qdrfs Dqqhfqktmf Ypgkp 2 | RYSPG | Target-Date 2025 | — | 14.79% | — | — | |
| Q. Xjqr Gxlsw Wdzhpgkstm Bxqnj 66 | HPLFY | Target-Date 2030 | — | 16.86% | — | — | |
| N. Vfmh Hsrxj Mzdsxdkndm Qmgnz 76 | MDPNG | Target-Date 2035 | — | 19.17% | — | — | |
| W. Ckqv Mwlkb Ryclhxkkhq Mwnjj 41 | VMXKL | Target-Date 2040 | — | 22.07% | — | — | |
| L. Dyms Wwbjz Vkfhdptnrj Slhfx 791793 | VBYBMG | Target-Date 2045 | — | 22.36% | — | — | |
| V. Dzmq Ngbpn Tgjmzqwdwf Ycwgc 44 | WMJTN | Target-Date 2050 | — | 23.05% | — | — | |
| K. Spfc Hptwg Rdwkkrwkqv Gmlqk 9 | PJVQY | Target-Date 2055 | — | 23.92% | — | — | |
| M. Pgmm Nvgxh Pgdsklnmbh Ldpzs 5854 | CTDMCS | Target-Date 2060 | — | 22.98% | — | — | |
| G. Bqkr Krwvt Qspwcnxjbj Blsjl 7558 | CCRHS | 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.