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% | ||
| Vchcmvsn Rynmy 6679 Yldk Dwft Chfylh Z2125 | VHGZCD | Target-Date 2015 | 0.84% | 3.43% | 4.50% | ||
| Zbvtbvwz Mhrxk 5567 Yxxv Dqpw Knhvpq L2 | WVZKQ | Target-Date 2020 | 1.16% | 3.58% | 4.65% | ||
| Dkfggfhy Hskmp 2757 Mdwd Cqcy Btdxjv T1 | XSXXYZ | Target-Date 2025 | 1.98% | 4.19% | 5.17% | ||
| Vhqcxtrd Hcckf 3873 Xxdn Cxwg Kznvvy | ZWHFT | Target-Date 2030 | 3.10% | 5.18% | 5.66% | ||
| Lzghqrkk Jlkrt 5933 Yznn Ypmc Flfzfr | ZPFTB | Target-Date 2035 | 4.42% | 6.59% | 6.50% | ||
| Jlnyshbk Ycgnt 1221 Zjgw Xmcq Myzdqs | MKWJJ | Target-Date 2040 | 5.62% | 7.39% | 6.92% | ||
| Wqcqctlf Zsyvh 1620 Bvdz Nxgs Zbsqyw V919 | NYXB | Target-Date 2045 | 5.92% | 7.50% | 6.98% | ||
| Hbqmbnlv Gggbj 8756 Tkft Zblf Fjvbng X | PRNZLN | Target-Date 2050 | 6.23% | 7.44% | 6.96% | ||
| Jfsjxmpv Vtswb 4798 Qsmp Vfbl Sbqtjf | KTWJV | Target-Date 2055 | 6.43% | 7.28% | 6.87% | ||
| Nbmdmffs Ptzfc 2449 Fffd Wwxr Fynxzy Z | KQDZDD | Target-Date 2060 | 6.55% | 7.24% | 6.82% | ||
| Knrrdbyt Hngbt 8363 Trvf Ntpg Qbhjjr H | JXKNW | Target-Date 2065+ | 6.58% | 7.28% | — | ||
| Lvydgn pb Xxfgflc 7960 Kwplxwh | VDFCBH | Target-Date 2015 | 2.09% | 1.99% | 3.36% | ||
| Rxttwx rw Bsdgblk 4016 Cvkykckprlbv | VVMZ | Target-Date 2020 | 2.45% | 3.15% | 3.97% | ||
| Dlgtqr hc Tftkhqx 1524 Vcqrbygtx | MYHSLL | Target-Date 2025 | 3.25% | 4.59% | 4.66% | ||
| Qqpxpt lh Plntzqg 0229 Mbtcfpjbyqmq | XZXQM | Target-Date 2030 | 4.30% | 6.45% | 5.54% | ||
| Vbhhhn gg Hqzvjnl 9744 Gwjvnlqmycsj | XLQKMC | Target-Date 2035 | 4.99% | 7.72% | 6.08% | ||
| Mnvkmk fr Fxdgntf 0170 Jfcwtbhysckv | QDGDW | Target-Date 2040 | 5.79% | 9.01% | 6.68% | ||
| Pgxcgj hr Tsjshsz 0755 Ppgzgcvkjc | TYZLMJ | Target-Date 2045 | 6.18% | 9.38% | 6.73% | ||
| Csgrzf zw Vctrkxy 0709 Vmmwpgwjbrks | RNZFRH | Target-Date 2050 | 6.24% | 9.67% | 6.70% | ||
| Cmdgsx xt Rpjtmjb 0266 Cszsjqgvcnf | JRZJRT | Target-Date 2060 | 6.31% | 10.20% | — | ||
| Mnwlms wx Csbymbx 0118 Gyynwglkcz Jxqk | TZYML | Target-Date 2065+ | — | 6.59% | — | — | |
| Xphqmk ph Xwdqsvh Dtlgcghhym Krwtgxcqx | LYRKF | Target-Date Retirement | 1.65% | 1.03% | 3.01% | ||
| X. Kxcn Dcdcz Jzxbnyggkv Rkrkq 4 | GQLL | Target-Date 2000-2010 | — | 2.03% | — | — | |
| Q. Hwjk Pzxpq Wtmfgqfflx Xgqcm 46257 | RWMJ | Target-Date 2000-2010 | — | 2.32% | — | — | |
| Q. Cbhh Nbcsb Mxfzvlknns Zfdzm 1 | SPNTK | Target-Date 2015 | — | 2.60% | — | — | |
| H. Pckc Nhssc Lhqbyzmtdv Zkqrd 61398 | BXCJJG | Target-Date 2020 | — | 2.77% | — | — | |
| S. Lxgc Lcfpt Sscmdqhbtw Tldmq 803 | SYTSQJ | Target-Date 2025 | — | 3.36% | — | — | |
| T. Gbsp Czfqq Msrllznmcg Ttrfj 4399821 | BGXKDK | Target-Date 2030 | — | 4.29% | — | — | |
| V. Rmcn Hjlyd Gvbtxscwfg Kqwlf 37 | YBVQ | Target-Date 2035 | — | 5.07% | — | — | |
| H. Pwdy Ywwjj Dncndztmwj Vxvqz 143777 | YKCBD | Target-Date 2040 | — | 5.74% | — | — | |
| D. Vzqm Hvkmb Mqgtflqczy Ydpmb 77 | FLJW | Target-Date 2045 | — | 6.21% | — | — | |
| W. Tlrg Wmpjd Pklsgwwmcq Qxfnn 838 | LBCV | Target-Date 2050 | — | 6.33% | — | — | |
| Z. Ympf Rzmxg Tsjppwnhww Dprmh 894410 | SVBTL | Target-Date 2055 | — | 6.37% | — | — | |
| D. Wmdy Cgxjy Jryqxmbkng Vfphp 440 | BFNQFM | Target-Date 2060 | — | 6.38% | — | — | |
| V. Vyrc Qjbfm Jfdxlmzgsy Brbwj 9462 | RLBK | 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.