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
FFFYX	Fidelity Advisor Freedom 2050 Fund Class C	Target Retirement Date	Jun 1, 2006	1.75%	-0.14%	10.52%	9.69%	82
FFFZX	Fidelity Advisor Freedom 2045 Fund Class A	Target Retirement Date	Jun 1, 2006	1.00%	0.07%	10.70%	6.24%	69
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	Target Retirement Date	Oct 2, 2009	0.08%	0.11%	3.96%	3.43%	79
FFIJX	Fidelity Freedom Index 2065 Fund Investor Class	Target Retirement Date	Jun 28, 2019	0.12%	-0.74%	—	1.92%	69
FFIKX	Fidelity Freedom Index 2065 Fund Institutional Pre...	Target Retirement Date	Jun 28, 2019	0.08%	-0.69%	—	1.94%	69
FFIZX	Fidelity Freedom Index 2040 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.55%	10.57%	2.39%	70
FFLDX	Fidelity Freedom Index 2055 Fund	Target Retirement Date	—	0.08%	-0.67%	10.94%	2.01%	69
FFLEX	Fidelity Freedom Index 2060 Fund Institutional Pre...	Target Retirement Date	Aug 5, 2014	0.08%	-0.70%	10.83%	1.99%	69
FFOLX	Fidelity Freedom Index 2045 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.65%	10.83%	2.07%	69
FFOPX	Fidelity Freedom Index 2050 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	-0.65%	10.83%	2.02%	69
FFRGX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Target Retirement Date	—	—	-0.04%	—	0.00%	50
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	Jun 28, 2019	0.65%	0.64%	—	3.66%	77
FFSFX	Fidelity Freedom 2065 Fund	Target Retirement Date	Jun 28, 2019	0.75%	0.63%	—	3.66%	77
FFSZX	Fidelity Freedom 2065 Fund Class K6	Target Retirement Date	Jun 28, 2019	0.50%	0.63%	—	3.80%	77
FFTHX	Fidelity Freedom 2035 Fund	Target Retirement Date	Nov 6, 2003	0.71%	0.62%	10.00%	5.00%	78
FFTWX	Fidelity Freedom 2025 Fund	Target Retirement Date	Nov 6, 2003	0.62%	0.54%	7.77%	6.40%	78
FFVAX	Fidelity Advisor Freedom 2015 Fund Class A	Target Retirement Date	Nov 6, 2003	0.79%	0.45%	5.97%	6.78%	76
FFVCX	Fidelity Advisor Freedom 2015 Fund Class C	Target Retirement Date	Nov 6, 2003	1.54%	0.28%	5.24%	6.00%	67
FFVFX	Fidelity Freedom 2015 Fund	Target Retirement Date	Nov 6, 2003	0.54%	0.66%	6.31%	6.43%	82
FFVIX	Fidelity Advisor Freedom 2015 Fund Class I	Target Retirement Date	Nov 6, 2003	0.54%	0.54%	6.20%	6.89%	77

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.

Loading graphics...

Time Period