About FAFEX
Fidelity Advisor Freedom 2030 Fund Class A is a target-date mutual fund designed primarily for investors planning to retire around the year 2030. Its central purpose is to generate a high total return with a secondary focus on preserving principal as the fund approaches and passes its target date. The fund achieves its objectives by investing in a diversified mix of underlying Fidelity funds, which include U.S. and international equity funds, bond funds, and short-term or money market funds. This strategic allocation is regularly adjusted, gradually shifting from a growth-oriented portfolio to a more conservative, income-focused one as the target retirement year nears.
The fund is notable for its broad exposure across asset classes and regions, helping to manage risk while targeting retirement outcomes. Its portfolio holds a mix of investment-grade bonds, large-cap stocks, emerging-market opportunities, and inflation-protected securities, reflecting a moderate risk profile suitable for investors transitioning toward retirement. The fund is actively managed by experienced professionals who periodically rebalance allocations in response to changing market conditions and the participants’ time horizons. As part of Fidelity’s well-regarded Freedom series, it plays a significant role in retirement planning, offering a turnkey solution for individuals seeking diversified, professionally managed retirement investments.
Fund Family Fidelity
Category Target-Date 2030
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol FAFEX
Share Class Class A
Index S&P 500 TR
FAFEX had a total return of 16.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.70%.
