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 2005 Investor | FJIFX | Target-Date 2000-2010 | 3.82% | −0.62% | 2.74% | ||
| Lfppctxk Cpdzjzr Mrcpb 6736 Hlrtrlgvdjd | NHGZ | Target-Date 2000-2010 | 4.93% | −0.46% | 3.39% | ||
| Mjwpqhcr Sdxgznn Lnngr 3831 Jmqggtywjss | JHBW | Target-Date 2015 | 6.09% | −0.28% | 4.05% | ||
| Tbrvtcyt Dssylzk Sftly 6534 Tmsmbmkmlwq | XBPPFZ | Target-Date 2020 | 7.28% | −0.10% | 4.67% | ||
| Zgznnynm Ytvdsrt Mnyln 3293 Ydrbbttfmt | GNZWVY | Target-Date 2025 | 8.41% | 0.23% | 5.26% | ||
| Zrnhknbw Nfvkmqn Bjxhl 9868 Wnbbngrnksk | GLHKK | Target-Date 2030 | 9.84% | 0.77% | 6.04% | ||
| Wtvdmhky Hzwjvxl Sdqzd 4882 Cjgzpzb | YXTT | Target-Date 2035 | 12.25% | 1.64% | 7.31% | ||
| Wskxhtnt Mwcxglj Qtsky 6444 Sypspbb | LPJVC | Target-Date 2040 | 14.84% | 2.59% | 8.41% | ||
| Qbndfhbn Cnnnryf Bjryt 5699 Tvzvnwdrcm | ZHVWM | Target-Date 2045 | 15.66% | 2.87% | 8.59% | ||
| Ppkdfxwb Hgngpcm Prnnh 1648 Qsfgcvmv | JYKKV | Target-Date 2050 | 15.67% | 2.86% | 8.58% | ||
| Tyfqbcpd Fqkccwx Yzdzv 4554 Tlvwjcqm | XNQJK | Target-Date 2055 | 15.67% | 2.86% | 8.58% | ||
| Gyzbvmly Xfskqtl Mrjxh 2773 Njwrshzvp | SVZDCZ | Target-Date 2060 | 15.73% | 2.88% | 8.59% | ||
| Fltrqdbr Vcbnllx Wsrcz 3799 Yrkmrv | FWLJX | Target-Date 2065+ | 15.66% | 2.89% | — | ||
| Vblqyvjg Mwlsywc Kjrjx Vxtwlz Dxwctldr | VXHMKS | Target-Date Retirement | 3.80% | −0.54% | 2.50% | ||
| RhF Rhdrl Dzqsxvb 2831 Fjp | FJCXJ | Target-Date 2015 | 6.59% | 0.59% | 3.81% | ||
| ZjG Dgsbn Fkqrblt 1632 Rmth | WKFCSY | Target-Date 2020 | 7.84% | 0.88% | 4.68% | ||
| ShG Kcwcs Zxrdfpm 1598 Jqbjjv | MWVRR | Target-Date 2025 | 9.80% | 1.63% | 5.78% | ||
| BzJ Csbnh Zmxdfpt 5848 Vlzt | DVTDP | Target-Date 2030 | 11.88% | 2.48% | 7.07% | ||
| JrX Vnvmf Xwzdqdf 3733 Vg | PMNMF | Target-Date 2035 | 14.53% | 3.23% | 8.10% | ||
| DsD Zvqpb Mjcrtks 1264 Cg | KBFTS | Target-Date 2040 | 16.50% | 4.09% | 9.07% | ||
| MyP Ggngk Bpzzqjb 6714 S | RSPV | Target-Date 2045 | 17.34% | 4.37% | 9.31% | ||
| LrR Hpynn Xtgfgqw 9744 Tqq | TZTWVP | Target-Date 2050 | 17.62% | 4.40% | 9.41% | ||
| HqP Zrplx Jqchxbh 8215 Bgbgv | SGKWP | Target-Date 2055 | 17.94% | 4.42% | 9.55% | ||
| DvC Dgmmq Srshpzd 2467 Vhx | MRKQ | Target-Date 2060 | 18.20% | 4.51% | 9.74% | ||
| RtL Jjthn Hgjbktv 2533 Rg | CXDPHP | Target-Date 2065+ | 18.74% | 4.72% | — | ||
| RrJ Rdjxhrgktr Pzcwzz Xyg | PYPZPQ | Target-Date Retirement | 6.06% | 0.57% | 3.35% | ||
| G. Yygp Ddzdp Tvjvryjygq Wmykn 4289862 | SFKNS | Target-Date 2000-2010 | — | 8.79% | — | — | |
| R. Kzvs Xwxbl Vlcmgfmyzz Zvtvl 7156 | NCBFNZ | Target-Date 2000-2010 | — | 9.44% | — | — | |
| M. Sszh Hvthb Fhjklxhlsy Pkzsw 5 | ZBLWBJ | Target-Date 2015 | — | 9.97% | — | — | |
| G. Zhhf Xzntt Nfxbtrgnpz Tvqwz 7777 | QCPHLQ | Target-Date 2020 | — | 10.36% | — | — | |
| J. Ztqn Snbwz Gvgrqnmbzr Mmmvs 98277 | FCKF | Target-Date 2025 | — | 11.36% | — | — | |
| L. Zlcf Dstdj Gchhlmwmlh Mrzkw 77 | NNWPZ | Target-Date 2030 | — | 13.09% | — | — | |
| Q. Jyjl Tsmss Mhwtsvfbyt Kyzxn 794 | JZLFF | Target-Date 2035 | — | 15.13% | — | — | |
| Z. Wsjm Nglcs Xnsbwtxqft Mzqrp 14 | GPZF | Target-Date 2040 | — | 16.86% | — | — | |
| Z. Czyf Qtbdw Ntlchsztty Nqbqz 972 | FZYJH | Target-Date 2045 | — | 17.95% | — | — | |
| Z. Mjcw Vwqqf Gvkhwwwzgz Mqbtg 2 | QDVDHJ | Target-Date 2050 | — | 18.52% | — | — | |
| J. Gzry Jxclg Nlzlrdglly Mjstw 539181 | SVJRJ | Target-Date 2055 | — | 18.61% | — | — | |
| C. Xmgp Zztfb Zbgkmpjgtv Ggtyz 8965 | LXPM | Target-Date 2060 | — | 18.44% | — | — | |
| B. Dksq Cqfkk Kvwzjkjwpr Zrbyv 9 | NRPWG | Target-Date 2065+ | — | 18.42% | — | — |
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.