CICHF - Fidelity Freedom 2025 Fund Q4 2024 Review
2025-03-17 13:16:00 ET
Summary
- The fourth quarter of 2024 was volatile for most asset classes against a backdrop of the U.S. election, surging dollar strength, sticky inflation and rising interest rates in some markets.
- Active asset allocation decisions detracted from the Fund's performance versus the Fidelity Freedom® 2030 Composite Index in Q4, whereas the investment performance of the underlying portfolios contributed.
- Active asset allocation positioning detracted from the Fund's relative return this quarter.
Performance Summary
Cumulative |
Annualized |
3 Month |
YTD |
1 Year |
3 Year |
5 Year |
10 Year/ LOF 1 |
Fidelity Freedom 2025 Fund Gross Expense Ratio: 0.61%2 |
-3.02% |
8.21% |
8.21% |
0.96% |
5.36% |
6.23% |
S&P 500 Index |
2.41% |
25.02% |
25.02% |
8.94% |
14.53% |
13.10% |
Fidelity Freedom 2025 Composite Index |
-2.52% |
8.64% |
8.64% |
1.14% |
5.23% |
6.24% |
Morningstar Fund Target-Date 2025 |
-2.13% |
8.24% |
8.24% |
1.14% |
4.96% |
5.67% |
% Rank in Morningstar Category (1% = Best) |
-- |
-- |
60% |
70% |
38% |
28% |
# of Funds in Morningstar Category |
-- |
-- |
193 |
183 |
162 |
107 |