About FQIFX
Fidelity Freedom Index 2025 Fund Investor Class is a target-date mutual fund designed for individuals planning to retire around the year 2025. Its primary function is to provide investors with a professionally managed, diversified portfolio that automatically adjusts its asset allocation over time: seeking high total return until its target date, after which it focuses on high current income, with capital appreciation as a secondary objective.
The fund builds its portfolio by investing in a mix of underlying Fidelity index funds representing U.S. stocks, international equities, bonds, and short-term instruments. Notably, it holds significant allocations to broad U.S. and international equity portfolios, investment-grade bonds, and inflation-protected Treasury securities, which help balance growth potential with risk control as retirement approaches.
This fund operates along a 'glide path,' gradually reducing its exposure to stocks and increasing its fixed income allocation as the target year nears, addressing retirement investors' evolving risk profiles. Fidelity Freedom Index 2025 Fund Investor Class is recognized for its low expense ratio and broad diversification, playing a central role in retirement strategies through qualified plans and individual retirement accounts, where managing risk and maintaining inflation-adjusted income are paramount.
Fund Family Fidelity
Category Target-Date 2025
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FQIFX
Share Class Investor Class
Index S&P 500 TR
FQIFX had a total return of 6.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.80%.
