Fidelity Freedom 2060 Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-05-07 11:35:00 ET
Summary
- Fidelity Freedom® Funds target retirement dates, seeking high total return until then, and high current income and capital appreciation thereafter.
- Q1 performance was bolstered by active asset allocation, particularly an overweight in non-U.S. equities and underweight in U.S. equities.
- Value-oriented U.S. and non-U.S. equity funds, like Fidelity® Series Large Cap Stock Fund and Fidelity® Series International Value Fund, significantly contributed to relative performance.
- Despite volatility, Fidelity's disciplined, diversified, long-term investment approach aims to balance total returns with risk sensitivity, proving effective over 29 years.
PERFORMANCE SUMMARY
Cumulative | Annualized | |||||
3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year/ LOF 1 | |
Fidelity Freedom 2060 Fund Gross Expense Ratio: 0.75% 2 | 0.00% | 0.00% | 5.36% | 6.23% | 14.29% | 8.52% |
S&P 500 Index | -4.27% | -4.27% | 8.25% | 9.06% | 18.59% | 12.50% |
Fidelity Freedom 2060 Composite Index | -0.44% | -0.44% | 6.55% | 5.85% | 13.39% | 8.60% |
Morningstar Fund Target-Date 2060 | -0.86% | -0.86% | 5.47% | 5.95% | 14.01% | 8.17% |
% Rank in Morningstar Category (1% = Best) | -- | -- | 61% | 29% | 31% | 28% |
# of Funds in Morningstar Category | -- | -- | 190 | 180 | 151 | 49 |
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Fidelity Freedom 2060 Fund Q1 2025 Commentary
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