3 / 5 Stars
2 2 2 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 51 Target Date 2036-2040 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 19.63 percent over the past year, and 9.99 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.3%|
|3 Years (Annualized)||10.0%|
|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 Funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
Fees are Average compared to funds in the same category.
Fidelity Freedom® Index 2040 Fund has an expense ratio of 0.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.