Fidelity Freedom Commingled Pools

Commingled Pools are only available to certain qualified retirement plans

Investing primarily in active underlying building blocks, and utilizing active asset allocation, this active approach to target date investing is designed for clients who are looking to outperform the benchmark.

Fidelity's Glide Path
Focuses on diversification through exposure to asset classes that provide resiliency to different market environments participants may face throughout their lifetime.

0100809070604050201030Allocation (%)Years to RetirementYears in Retirement454035302520151050510152025U.S. Investment Grade BondU.S. EQUITYSHORT-TERM DEBTNON-U.S. EQUITYInternational BondU.S. Inflation- Protected Bond: Short-TermLong-Term U.S. Treasury BondU.S. Inflation-Protected Bond: Long-TermBONDS

Key Facts:

Benchmark: Custom Active

Objective

Seeks high total return until the target retirement date. Thereafter, the objective is high current income.

Investment Approach

The Pool employs a fund-of-funds process by investing in a diversified portfolio of equity, fixed income and/or short-term products managed by Fidelity. The pool's target asset allocation percentages will change over time to become more conservative, by gradually reducing allocations to equity and increasing allocations to fixed income and/or short-term products.

Portfolio Managers

Andrew Dierdorf
Andrew Dierdorf Portfolio Manager
Brett Sumsion
Brett Sumsion Portfolio Manager
 
 

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