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
FFVTX	Fidelity Advisor Freedom 2015 Fund Class M	Target Retirement Date	Nov 6, 2003	1.04%	0.37%	5.72%	6.54%	74
FFWTX	Fidelity Freedom Index 2010 Fund Institutional Pre...	Target Retirement Date	Oct 2, 2009	0.08%	0.22%	5.23%	4.55%	80
FGTKX	Fidelity Freedom 2030 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.46%	0.62%	—	5.72%	79
FHABX	Fidelity Advisor Freedom Blend 2010 Fund Class A	Target Retirement Date	Aug 31, 2018	0.66%	0.56%	—	2.65%	78
FHAEX	Fidelity Freedom Blend 2030 Fund Class K	Target Retirement Date	Aug 31, 2018	0.36%	0.39%	—	2.99%	73
FHAHX	Fidelity Advisor Freedom Blend Income Fund Class Z	Target Retirement Date	Aug 31, 2018	0.31%	0.59%	—	3.35%	80
FHAJX	Fidelity Advisor Freedom Blend Income Fund Class I	Target Retirement Date	Aug 31, 2018	0.41%	0.57%	—	3.20%	80
FHAKX	Fidelity Advisor Freedom Blend Income Fund Class C	Target Retirement Date	Aug 31, 2018	1.41%	0.35%	—	2.31%	70
FHALX	Fidelity Advisor Freedom Blend Income Fund Class M	Target Retirement Date	Aug 31, 2018	0.91%	0.50%	—	2.73%	76
FHAMX	Fidelity Advisor Freedom Blend Income Fund Class A	Target Retirement Date	Aug 31, 2018	0.66%	0.44%	—	2.98%	77
FHANX	Fidelity Freedom Blend 2060 Fund	Target Retirement Date	Aug 31, 2018	0.49%	0.26%	—	2.41%	72
FHAOX	Fidelity Freedom Blend 2055 Fund	Target Retirement Date	Aug 31, 2018	0.49%	0.27%	—	2.37%	72
FHAPX	Fidelity Freedom Blend 2050 Fund	Target Retirement Date	Aug 31, 2018	0.49%	0.34%	—	2.46%	73
FHAQX	Fidelity Freedom Blend 2045 Fund	Target Retirement Date	Aug 31, 2018	0.49%	0.40%	—	2.63%	73
FHARX	Fidelity Freedom Blend 2040 Fund	Target Retirement Date	Aug 31, 2018	0.49%	0.34%	—	2.80%	74
FHASX	Fidelity Freedom Blend 2035 Fund	Target Retirement Date	Aug 31, 2018	0.48%	0.44%	—	2.94%	74
FHATX	Fidelity Freedom Blend 2030 Fund	Target Retirement Date	Aug 31, 2018	0.46%	0.39%	—	2.99%	74
FHAUX	Fidelity Freedom Blend 2025 Fund	Target Retirement Date	Aug 31, 2018	0.45%	0.33%	—	2.49%	73
FHAVX	Fidelity Freedom Blend 2020 Fund	Target Retirement Date	Aug 31, 2018	0.44%	0.51%	—	2.63%	75
FHAWX	Fidelity Freedom Blend 2015 Fund	Target Retirement Date	Aug 31, 2018	0.43%	0.54%	—	2.91%	78

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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