TIPS - Fidelity Freedom 2050 Fund Q1 2025 Commentary
2025-05-07 11:00:00 ET
Summary
- Fidelity Freedom® Funds aim for high total return until retirement, then shift to seeking high current income and capital appreciation.
- Active asset allocation and strong performance in non-U.S. equities significantly boosted fund performance in Q1 2025.
- U.S. and non-U.S. equity funds with a value-oriented approach contributed positively, while growth-biased portfolios detracted.
- Strategic asset allocation emphasizes diversification to navigate market uncertainties, with a long-term, disciplined investment process.
PERFORMANCE SUMMARY
Cumulative |
Annualized |
3 Month |
YTD |
1 Year |
3 Year |
5 Year |
10 Year/ LOF 1 |
Fidelity Freedom 2050 Fund Gross Expense Ratio: 0.75% 2 |
0.00% |
0.00% |
5.33% |
6.25% |
14.30% |
8.54% |
-4.27% |
-4.27% |
8.25% |
9.06% |
18.59% |
12.50% |
Fidelity Freedom 2050 Composite Index |
-0.44% |
-0.44% |
6.55% |
5.85% |
13.39% |
8.60% |
Morningstar Fund Target-Date 2050 |
-0.84% |
-0.84% |
5.56% |
5.83% |
13.67% |
7.97% |
% Rank in Morningstar Category (1% = Best) |
-- |
-- |
62% |
25% |
17% |
18% |
# of Funds in Morningstar Category |
-- |
-- |
191 |
181 |
157 |
105 |