Fidelity Freedom 2065 Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-05-07 11:50:00 ET
Summary
- Fidelity Freedom® Funds aim for high total return until retirement, then shift focus to high current income and capital appreciation.
- Q1 saw positive returns, driven by overweight in non-U.S. equities and underweight in U.S. equities, despite market uncertainties.
- Value-oriented funds outperformed, with notable contributions from Fidelity® Series Large Cap Stock Fund and Fidelity® Series International Value Fund.
- Growth-biased funds underperformed, particularly Fidelity® Series Growth Company Fund and Fidelity® Series Blue Chip Growth Fund, due to poor security selection in tech and financials.
PERFORMANCE SUMMARY
Cumulative | Annualized | |||||
3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year/ LOF 1 | |
Fidelity Freedom 2065 Fund Gross Expense Ratio: 0.76% 2 | 0.00% | 0.00% | 5.34% | 6.23% | 14.28% | 9.49% |
-4.27% | -4.27% | 8.25% | 9.06% | 18.59% | 13.70% | |
Fidelity Freedom 2065 Composite Index | -0.44% | -0.44% | 6.55% | 5.85% | 13.39% | 9.06% |
Morningstar Fund Target-Date 2065+ | -0.83% | -0.83% | 5.48% | 6.03% | 14.04% | -- |
% Rank in Morningstar Category (1% = Best) | -- | -- | 59% | 38% | 40% | -- |
# of Funds in Morningstar Category | -- | -- | 185 | 147 | 62 | -- |
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Fidelity Freedom 2065 Fund Q1 2025 Commentary
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