Fidelity Freedom 2015 Fund Q1 2025 Review
2025-05-07 10:14:00 ET
Summary
- Fidelity Freedom® Funds (the Funds) are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire.
- Uncertainty about the direction of U.S. policy weighed on markets in Q1, as investors digested news on tariffs, cuts to government programs, and tighter immigration policy.
- Tariffs were a catalyst for the repricing of non-U.S equities. Non-U.S. markets' fiscally oriented growth narrative, cheaper valuations, and improved earnings estimates drove one of the largest relative-return differences between U.S. and non-U.S. equities in history.
Investment Approach
- Fidelity Freedom® Fidelity Freedom® Funds (the Funds) are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire.
- Except for Fidelity Freedom® Income Fund, each of the Funds seeks high total return until reaching its respective target retirement date; thereafter, each Fund's objective will be to seek high current income and, as a secondary objective, capital appreciation.
- Except for Fidelity Freedom® Income Fund, each Fund's asset allocation strategy becomes increasingly diversified as it approaches its target date – and beyond. Ultimately, the Funds are expected to merge with Fidelity Freedom Income Fund.
- The Funds employ a disciplined and time-tested investment process focused on helping investors achieve successful retirement outcomes by leveraging the depth and strength of Fidelity's investment research and resources.
PERFORMANCE SUMMARY | Cumulative | Annualized | ||||
3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year/ LOF 1 | |
Fidelity Freedom 2015 Fund Gross Expense Ratio: 0.52% 2 | 1.93% | 1.93% | 5.24% | 2.79% | 6.76% | 5.08% |
Bloomberg US Aggregate Bond Index | 2.78% | 2.78% | 4.88% | 0.52% | -0.40% | 1.46% |
Fidelity Freedom 2015 Composite Index | 1.46% | 1.46% | 5.70% | 2.87% | 6.12% | 5.11% |
Morningstar Fund Target-Date 2015 | 1.45% | 1.45% | 5.51% | 3.10% | 6.70% | 4.87% |
% Rank in Morningstar Category (1% = Best) | -- | -- | 72% | 79% | 47% | 26% |
# of Funds in Morningstar Category | -- | -- | 101 | 92 | 82 | 49 |
1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/2003. ...
Read the full article on Seeking Alpha
For further details see:
Fidelity Freedom 2015 Fund Q1 2025 Review
NASDAQ: XOM
XOM Trading
1.09% G/L:
$155.505 Last:
8,312,078 Volume:
$154.30 Open:
