Fidelity Freedom 2035 Fund Q1 2025 Review
2025-05-07 11:15:00 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.
- 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.
- Among the underlying portfolios, non-U.S. equity portfolio managers, in aggregate, notably contributed to the fund's relative performance, as did U.S. investment-grade bond managers.
Investment Approach
- 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 2035 Fund Gross Expense Ratio: 0.69% 2 | 0.76% | 0.76% | 5.30% | 4.95% | 12.41% | 7.82% |
S&P 500 Index | -4.27% | -4.27% | 8.25% | 9.06% | 18.59% | 12.50% |
Fidelity Freedom 2035 Composite Index | 0.29% | 0.29% | 6.16% | 4.69% | 11.54% | 7.88% |
Morningstar Fund Target-Date 2035 | 0.24% | 0.24% | 5.50% | 4.56% | 11.14% | 6.94% |
% Rank in Morningstar Category (1% = Best) | -- | -- | 63% | 35% | 7% | 10% |
# of Funds in Morningstar Category | -- | -- | 195 | 180 | 156 | 105 |
1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/06/2003. ...
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Fidelity Freedom 2035 Fund Q1 2025 Review
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