Fidelity Freedom 2055 Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-05-07 11:15:00 ET
Summary
- Fidelity Freedom® Funds aim for high total return until the target retirement date, then focus on high current income and capital appreciation.
- Active asset allocation and strong performance in non-U.S. equities significantly boosted Q1 returns, with notable contributions from value-oriented funds.
- Growth-biased U.S. and non-U.S. equity portfolios underperformed, particularly due to security selection in health care and information technology sectors.
- The fund's diversified, long-term strategy aims to navigate market volatility and policy uncertainty, emphasizing the importance of a disciplined investment process.
PERFORMANCE SUMMARY
Cumulative | Annualized | |||||
3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year/ LOF 1 | |
Fidelity Freedom 2055 Fund Gross Expense Ratio: 0.75% 2 | 0.00% | 0.00% | 5.33% | 6.23% | 14.30% | 8.53% |
-4.27% | -4.27% | 8.25% | 9.06% | 18.59% | 12.50% | |
Fidelity Freedom 2055 Composite Index | -0.44% | -0.44% | 6.55% | 5.85% | 13.39% | 8.60% |
Morningstar Fund Target-Date 2055 | -0.77% | -0.77% | 5.59% | 5.91% | 13.86% | 8.02% |
% Rank in Morningstar Category (1% = Best) | -- | -- | 62% | 30% | 20% | 14% |
# of Funds in Morningstar Category | -- | -- | 191 | 181 | 157 | 99 |
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Fidelity Freedom 2055 Fund Q1 2025 Commentary
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