Fidelity Freedom 2025
(MUTF:FFTWX) Watch this mutual fundFind more results for
FFTWX
Performance
Trailing returns
| 1 day |
| -1.23% | |||
| 1 week | +0.38% |
| |||
| 4 week |
| -0.95% | |||
| 3 month | +8.73% |
| |||
| YTD | +27.55% |
| |||
| 1 year | +41.13% |
| |||
| 3 years* |
| -2.30% | |||
| 5 years* | +2.87% |
| |||
| *annualized | |||||
| Best 3 month return | +23.63% | |
| Worst 3 month return | -28.71% |
Morningstar statistics
Morningstar category: Target Date 2021-2025
| Return | Risk | Rating | |
| 3 years | Above Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | - | - | - |
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 8.47B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.74% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 4.90% | |
| Stocks | 70.56% | |
| Bonds | 22.13% | |
| Preferred | 0.14% | |
| Convertible | 0.27% | |
| Other | 1.98% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 |
10.42
-0.04 (-0.38%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks high total return; capital appreciation is a secondary objective.
The fund uses a moderate asset allocation strategy designed for investors expecting to retire around the year 2025. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds . The fund uses an asset allocation strategy that becomes increasingly conservative until it reaches 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).
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Jonathan Shelon (Started: Mar 14, 2005)
Chris Sharpe (Started: Sep 4, 2007)
Jonathan Shelon (Started: Mar 14, 2005)
Chris Sharpe (Started: Sep 4, 2007)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -3.91 | 0.92 | -2.15 | - | |
| Beta* | 1.29 | 0.80 | 1.30 | - | |
| Mean annual return | 1.52 | -0.14 | 0.30 | - | |
| R-squared* | 96.11 | 98.20 | 97.29 | - | |
| Standard deviation | 19.83 | 17.39 | 14.22 | - | |
| Sharpe ratio | 0.91 | -0.23 | 0.05 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 13.00% | |
| Fidelity Disciplined Equity | 10.11% | |
| Fidelity Series Large Cap Value | 9.29% | |
| Fidelity Equity-Income | 8.68% | |
| Fidelity Growth Company | 8.51% | |
| Fidelity Series All-Sector Equity | 8.07% | |
| Fidelity Series 100 Index | 6.67% | |
| Fidelity Diversified International | 4.90% | |
| Fidelity Overseas | 4.90% | |
| Fidelity Strategic Real Return | 4.25% |