About FFEDX
Fidelity Freedom Index 2025 Fund Institutional Premium Class is a target-date mutual fund designed to provide investors with a simplified, low-cost approach to retirement investing. Its primary function is to offer a diversified portfolio that automatically adjusts its asset allocation as the target retirement year—2025—approaches, shifting from equity-oriented growth strategies to a greater emphasis on income-generating and capital-preserving securities. This transition reflects its objective to seek high total return before the target date, and high current income as the primary goal after reaching that date.
The fund’s portfolio is constructed using index-based strategies, investing in a mix of Fidelity Series funds that cover U.S. stocks, international equities, and a broad spectrum of fixed-income securities, including bonds and inflation-protected assets. Its notable features include a very low expense ratio, institutional share class, and a disciplined, rules-based allocation model supported by Fidelity’s extensive retirement research resources. Serving the needs of retirement-focused investors—especially institutions seeking scalable, automatic investment solutions—it plays a significant role in the target-date fund segment, catering to those aiming for retirement around the year 2025.
Fund Family Fidelity
Category Target-Date 2025
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FFEDX
Share Class Institutional Premium Class
Index S&P 500 TR
FFEDX had a total return of 8.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.03%.
