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
FDEWX	Fidelity Freedom Index 2055 Fund Investor Class	Target Retirement Date	Jun 1, 2011	0.12%	-0.71%	10.80%	1.98%	69
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	Target Retirement Date	Jun 28, 2019	0.00%	0.46%	—	2.86%	74
FDFQX	Fidelity Advisor Freedom 2065 Fund Class Z	Target Retirement Date	Jun 28, 2019	0.65%	0.07%	—	4.85%	69
FDFRX	Fidelity Advisor Freedom 2065 Fund Class Z6	Target Retirement Date	Jun 28, 2019	0.50%	0.13%	—	4.96%	71
FDFSX	Fidelity Advisor Freedom 2065 Fund Class I	Target Retirement Date	Jun 28, 2019	0.75%	0.07%	—	4.70%	69
FDFVX	Fidelity Advisor Freedom 2065 Fund Class M	Target Retirement Date	Jun 28, 2019	1.25%	-0.07%	—	4.60%	67
FDFYX	Fidelity Advisor Freedom 2065 Fund Class C	Target Retirement Date	Jun 28, 2019	1.75%	-0.20%	—	4.35%	63
FDFZX	Fidelity Advisor Freedom 2065 Fund Class A	Target Retirement Date	Jun 28, 2019	1.00%	0.00%	—	4.70%	67
FDGLX	Fidelity Advisor Freedom 2030 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.46%	0.26%	—	7.79%	73
FDIFX	Fidelity Advisor Freedom 2020 Fund Class I	Target Retirement Date	Jul 24, 2003	0.58%	0.39%	7.08%	7.72%	75
FDKLX	Fidelity Freedom Index 2060 Fund Investor Class	Target Retirement Date	Aug 5, 2014	0.12%	-0.70%	10.78%	1.97%	68
FDKPX	Fidelity Advisor Freedom 2060 Fund Class A	Target Retirement Date	Aug 5, 2014	1.00%	0.00%	10.80%	4.63%	67
FDKQX	Fidelity Advisor Freedom 2060 Fund Class I	Target Retirement Date	Aug 5, 2014	0.75%	0.06%	11.08%	4.65%	69
FDKSX	Fidelity Advisor Freedom 2060 Fund Class C	Target Retirement Date	Aug 5, 2014	1.75%	-0.19%	9.97%	4.21%	64
FDKTX	Fidelity Advisor Freedom 2060 Fund Class M	Target Retirement Date	Aug 5, 2014	1.25%	-0.06%	10.52%	4.51%	66
FDKVX	Fidelity Freedom 2060 Fund	Target Retirement Date	Aug 5, 2014	0.75%	0.58%	11.33%	3.67%	77
FDTFX	Fidelity Advisor Freedom 2020 Fund Class M	Target Retirement Date	Jul 24, 2003	1.08%	0.32%	6.59%	7.44%	70
FDTKX	Fidelity Freedom 2025 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.44%	0.61%	—	6.73%	79
FEFIX	Fidelity Advisor Freedom 2030 Fund Class I	Target Retirement Date	Jul 24, 2003	0.66%	0.25%	8.71%	7.30%	71
FEGLX	Fidelity Advisor Freedom Income Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.37%	0.52%	—	3.45%	81

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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