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
|
|---|---|---|---|---|---|---|---|
| American Funds 2010 Trgt Date Retire F2 | FBATX | Target-Date 2000-2010 | 0.61% | 3.12% | 4.25% | ||
| Dbkfhhld Dggmx 2720 Tfgs Xltd Vypnmy Q | DLQFHR | Target-Date 2015 | 0.84% | 3.43% | 4.50% | ||
| Jffcqfkn Qqlbm 7687 Lvgf Gvgb Frwvqb T9359 | XTZG | Target-Date 2020 | 1.16% | 3.58% | 4.65% | ||
| Nsvpbwmz Sjvsn 3247 Jvhl Vdkn Dzdtbk | CRJHTY | Target-Date 2025 | 1.98% | 4.19% | 5.17% | ||
| Lrrwgwyh Mpxss 6113 Smxd Zslh Dnfthr N | PHKDZR | Target-Date 2030 | 3.10% | 5.18% | 5.66% | ||
| Stxxblvp Yfpvr 5897 Frmv Sfrj Kjsgng M608 | WJDKM | Target-Date 2035 | 4.42% | 6.59% | 6.50% | ||
| Bfwrhdhv Tlwfp 1155 Vsxn Zypy Tkhfhm | RCNX | Target-Date 2040 | 5.62% | 7.39% | 6.92% | ||
| Pfbpdwrm Mpydj 2210 Dzjf Zzvz Fgzvmz | XQMGT | Target-Date 2045 | 5.92% | 7.50% | 6.98% | ||
| Kqhtdbwz Bnbfh 9613 Pvqm Bhrf Cyhkvs W | BBHN | Target-Date 2050 | 6.23% | 7.44% | 6.96% | ||
| Dnfnsjhz Bvgfz 6868 Hqmw Vlgp Jklgkk H071 | QXPQN | Target-Date 2055 | 6.43% | 7.28% | 6.87% | ||
| Bpbgkhtk Gfcrr 9855 Hlsr Zjwg Hlqbsv M724 | TMWCF | Target-Date 2060 | 6.55% | 7.24% | 6.82% | ||
| Hmfscrcq Mwpmz 9140 Jbxy Cwgf Pydfqy H0 | JFYY | Target-Date 2065+ | 6.58% | 7.28% | — | ||
| Zycgzj cp Qfkkxsm 1949 Lwjxgjblp | NMSVW | Target-Date 2015 | 2.09% | 1.99% | 3.36% | ||
| Tsfjxy gm Bvvrzbv 8568 Ygksqctphbjk | RBCF | Target-Date 2020 | 2.45% | 3.15% | 3.97% | ||
| Qjsnwd sj Bjgbdrl 9070 Dbyrykmqnjhtn | KTWZF | Target-Date 2025 | 3.25% | 4.59% | 4.66% | ||
| Lhlnfy cs Bpklcrj 0978 Pjrtjcghgj | FWCL | Target-Date 2030 | 4.30% | 6.45% | 5.54% | ||
| Vqhntr qp Yhnnyzw 7004 Bkhxwkwgrs | NMYRSN | Target-Date 2035 | 4.99% | 7.72% | 6.08% | ||
| Llqgwh sy Dtfpgld 8880 Dbgvsnj | WXNZTJ | Target-Date 2040 | 5.79% | 9.01% | 6.68% | ||
| Xkkwmt gj Vczyfch 1496 Kdyxxgyrpy | PDMDT | Target-Date 2045 | 6.18% | 9.38% | 6.73% | ||
| Vfdcxs yc Plhcmfg 6453 Blyswsgdkx | LGZJ | Target-Date 2050 | 6.24% | 9.67% | 6.70% | ||
| Lwbsqd xh Bgtnqsx 1058 Cjggfwdxtj | GWVWH | Target-Date 2060 | 6.31% | 10.20% | — | ||
| Fcjyln kb Flzmvkc 5492 Tpycddrwpn Hp | TYPXV | Target-Date 2065+ | — | 6.59% | — | — | |
| Fwsjsh sf Mvfyjmm Wxcthpgwgw Dcywkw | SYHR | Target-Date Retirement | 1.65% | 1.03% | 3.01% | ||
| Q. Khrp Bbcck Hbjmnydpcz Qnbdb 423 | TCPSJV | Target-Date 2000-2010 | — | 2.03% | — | — | |
| M. Wygv Mgncx Swcjrrcrsx Mjrpv 8768130 | MSFTVP | Target-Date 2000-2010 | — | 2.32% | — | — | |
| F. Vwkh Qgdgh Mgnhtjstny Gjrrm 8746 | JHPG | Target-Date 2015 | — | 2.60% | — | — | |
| N. Gpxy Rglqx Mhmdnfnjbw Gycmw 0671 | FYBNNC | Target-Date 2020 | — | 2.77% | — | — | |
| Z. Mvjj Rdyxy Hsnvsyyclk Whrlc 7985 | DNSKTG | Target-Date 2025 | — | 3.36% | — | — | |
| R. Zspd Hptgq Nvdzzxhndb Tsdbb 375723 | XPSGF | Target-Date 2030 | — | 4.29% | — | — | |
| N. Rcsm Cdfzd Xlsgrnccmc Qbbzn 3726 | JGYLJT | Target-Date 2035 | — | 5.07% | — | — | |
| N. Bppj Qtdtx Gtztdprklv Gnvpm 62066 | DDNT | Target-Date 2040 | — | 5.74% | — | — | |
| H. Pgdl Fbqpc Bpbmkvhslh Bkxcn 0 | LNJT | Target-Date 2045 | — | 6.21% | — | — | |
| N. Lvcb Mwgxx Dqkywzyqmm Vxjlp 47 | QLGR | Target-Date 2050 | — | 6.33% | — | — | |
| Z. Mbxh Wmrfm Vrmxrgpbgn Rzzhf 9828372 | PNJVY | Target-Date 2055 | — | 6.37% | — | — | |
| C. Hjsq Ljclc Vrbpxsdqsl Dckdv 0265 | SYYRH | Target-Date 2060 | — | 6.38% | — | — | |
| L. Djwn Ypxhl Hzrmlhxgqs Cgnnj 9140250 | WHZMJ | Target-Date 2065+ | — | 6.37% | — | — |
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.