About FJAGX
Fidelity Advisor Freedom Blend 2025 Fund Class M is a target-date mutual fund specifically designed for investors planning to retire around the year 2025. Its primary function is to seek high total return up to its target date, transitioning to a focus on providing high current income and, secondarily, capital appreciation after the target year. The fund utilizes a blend approach, combining actively managed and index-based underlying investments to enhance diversification across asset classes, including U.S. and international equities, investment-grade and inflation-protected bonds, as well as exposure to emerging markets and other fixed income sectors.
A notable feature of this fund is its dynamic asset allocation, which gradually shifts from higher equity exposure toward a more conservative, income-oriented portfolio as the target retirement date approaches. This "glide path" is designed to balance potential growth with increasing risk mitigation as investors near retirement. The fund draws on Fidelity's substantial investment research capabilities and employs a disciplined, research-driven process, aligning with the needs of participants seeking a single-fund solution for retirement. As part of the broader Freedom Blend series, this fund plays a key role in the retirement planning market, offering diversified portfolio management tailored to the evolving risk profiles of near-retirement investors.
Fund Family Fidelity
Category Target-Date 2025
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FJAGX
Share Class Class M
Index S&P 500 TR
FJAGX had a total return of 8.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.53%.
