3 / 5 Stars
3 3 3 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#15 in Target Date 2021-2025
U.S. News evaluated 47 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.
The fund has returned 15.81 percent over the past year, and 10.11 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||14.7%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks high total return until its target retirement date. 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 are Below Average compared to funds in the same category.
Fidelity Freedom K 2025 Fund has an expense ratio of 0.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-12-10
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 5 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-12-10
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-12-10