The Best Target Retirement Date Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Target Retirement Date mutual funds.

Target Retirement Date mutual funds, also known as target-date funds or lifecycle funds, are a type of investment vehicle designed to simplify retirement planning for investors. These funds gradually adjust their asset allocation based on a predetermined retirement date, automatically shifting from a more aggressive, growth-oriented portfolio to a more conservative, income-focused portfolio as the retirement date approaches.

When an investor is further from retirement, the target-date fund allocates a larger portion of its assets to equities with higher growth potential and risk. As the retirement date nears, the fund gradually shifts its allocation towards fixed-income securities and cash equivalents to prioritize capital preservation and income generation.

Category is Target Retirement Date

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FHPDX	Fidelity Freedom Blend 2010 Fund Class K6	Target Retirement Date	Aug 31, 2018	0.21%	0.74%	—	3.13%	82
FHPEX	Fidelity Advisor Freedom Blend 2055 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	0.33%	—	2.41%	72
FHQEX	Fidelity Advisor Freedom Blend 2055 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	0.33%	—	2.35%	71
FHRDX	Fidelity Freedom Blend Income Fund Class K6	Target Retirement Date	Aug 31, 2018	0.21%	0.61%	—	3.41%	82
FHREX	Fidelity Advisor Freedom Blend 2055 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	0.07%	—	1.82%	65
FHRFX	Fidelity Managed Retirement 2025 Fund Class K6	Target Retirement Date	Aug 1, 2019	0.28%	0.35%	—	2.90%	77
FHSDX	Fidelity Advisor Freedom Blend 2035 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.38%	0.44%	—	2.96%	73
FHTDX	Fidelity Freedom Blend 2060 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.33%	—	2.43%	71
FHTEX	Fidelity Advisor Freedom Blend 2055 Fund Class M	Target Retirement Date	Aug 31, 2018	0.99%	0.20%	—	2.09%	68
FHTKX	Fidelity Freedom 2040 Fund Class K6	Target Retirement Date	Sep 6, 2000	0.50%	0.75%	—	5.23%	79
FHUEX	Fidelity Advisor Freedom Blend 2055 Fund Class A	Target Retirement Date	Aug 31, 2018	0.74%	0.27%	—	2.23%	70
FHVCX	Fidelity Advisor Freedom Blend 2035 Fund Class C	Target Retirement Date	Aug 31, 2018	1.48%	0.15%	—	2.32%	66
FHVDX	Fidelity Freedom Blend 2055 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.33%	—	2.40%	71
FHVEX	Fidelity Advisor Freedom Blend 2050 Fund Class Z	Target Retirement Date	Aug 31, 2018	0.39%	0.33%	—	2.49%	71
FHWDX	Fidelity Freedom Blend 2050 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.40%	—	2.49%	72
FHWEX	Fidelity Advisor Freedom Blend 2050 Fund Class I	Target Retirement Date	Aug 31, 2018	0.49%	0.33%	—	2.44%	71
FHXDX	Fidelity Freedom Blend 2045 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.40%	—	2.66%	72
FHXEX	Fidelity Advisor Freedom Blend 2050 Fund Class C	Target Retirement Date	Aug 31, 2018	1.49%	0.07%	—	1.88%	66
FHYDX	Fidelity Freedom Blend 2040 Fund Class K	Target Retirement Date	Aug 31, 2018	0.39%	0.41%	—	2.81%	73
FHYEX	Fidelity Advisor Freedom Blend 2050 Fund Class M	Target Retirement Date	Aug 31, 2018	0.99%	0.20%	—	2.21%	69

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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