Fidelity Freedom Plus Commingled Pools

Commingled Pools are only available to certain qualified retirement plans.

Investing in a mix of active and index building blocks, and utilizing active asset allocation, this blended approach to target date investing is designed for clients who are looking to outperform the benchmark.

These pools invest in a mix of equity, bonds, alternative assets, and short-term assets.

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.

BONDSSHORT-TERMDEBTNON-U.S.EQUITYU.S.EQUITY50454035302520151050510152025Allocation(%)YearstoRetirementYearsinRetirement1009070605040302010080International BondALTERNATIVESDirectReal Estate

Key Facts

Inception date: December 6, 2019*
Benchmark: Custom Plus


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, alternative asset classes, and short-term investments. 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 Portfolio Manager
Brett Sumsion Portfolio Manager

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