Fidelity Advisor Freedom 2025 Fund

Scorecard
1 / 5 Stars
Lipper
2 3 2 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#21 in Target Date 2021-2025

U.S. News evaluated 44 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.82 percent over the past year, 8.33 percent over the past three years, and 3.40 percent over the past five years.

Trailing Returns Updated 04.30.2013
Year to date 6.7%
1 Year 10.8%
3 Years (Annualized) 8.3%
5 Years (Annualized) 3.4%
10 Years (Annualized) N/A

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Summary

The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2025. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2025).

Fees

Fees are Average compared to funds in the same category.
Fidelity Advisor Freedom 2025 Fund has an expense ratio of 0.25 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Target Date 2021-2025s
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