Fidelity Freedom 2025 Fund Q4 2024 Review
Source: SeekingAlpha
2025-03-17 13:16:00 ET
Summary
- The fourth quarter of 2024 was volatile for most asset classes against a backdrop of the U.S. election, surging dollar strength, sticky inflation and rising interest rates in some markets.
- Active asset allocation decisions detracted from the Fund's performance versus the Fidelity Freedom® 2030 Composite Index in Q4, whereas the investment performance of the underlying portfolios contributed.
- Active asset allocation positioning detracted from the Fund's relative return this quarter.
Performance Summary
Cumulative | Annualized | |||||
3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year/ LOF 1 | |
Fidelity Freedom 2025 Fund Gross Expense Ratio: 0.61%2 | -3.02% | 8.21% | 8.21% | 0.96% | 5.36% | 6.23% |
S&P 500 Index | 2.41% | 25.02% | 25.02% | 8.94% | 14.53% | 13.10% |
Fidelity Freedom 2025 Composite Index | -2.52% | 8.64% | 8.64% | 1.14% | 5.23% | 6.24% |
Morningstar Fund Target-Date 2025 | -2.13% | 8.24% | 8.24% | 1.14% | 4.96% | 5.67% |
% Rank in Morningstar Category (1% = Best) | -- | -- | 60% | 70% | 38% | 28% |
# of Funds in Morningstar Category | -- | -- | 193 | 183 | 162 | 107 |
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Fidelity Freedom 2025 Fund Q4 2024 Review
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