FATZX

Index

Fidelity Freedom Index 2025 Fund

Category: Balanced (1,430 funds)

Expense Ratio

0.05%

Annual Cost per $10K

$5.00

30-Year Fee Drag per $10K

$1,060

at 7% annual return

Fund Type

Mutual Fund

Index

Trailing 12-Month

+13.00%

Asset Allocation

US Equity

30%

Intl Equity

21%

US Bond

41%

Intl Bond

Cash

Fee Comparison

FATZX

0.05%

Balanced average

0.85%

Balanced cheapest

FELSX

0.00%

Index benchmark

0.03%

94% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+12.24%14 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FATZX at 0.05%$375,313

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$5,300

Cost vs index fund−$2,111

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
FATZX	Fidelity Freedom Index 2025 Fund	0.05%	+13.00%	—	—
FLIPX	Fidelity Freedom Index 2025 Fund	0.05%	+12.89%	+12.96%	+7.18%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+13.31%	+13.31%	+7.78%
FATKX	Fidelity Freedom 2020 Fund	0.28%	+12.90%	+12.70%	+7.02%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+14.06%	—	—
FDTKX	Fidelity Freedom 2025 Fund	0.59%	+14.38%	+14.00%	+8.03%
TLHIX	Nuveen Lifecycle Index 2030 Fund	0.25%	+9.89%	+11.56%	+7.37%
TLQIX	Nuveen Lifecycle Index 2025 Fund	0.10%	+8.99%	+10.42%	+6.46%
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
FFFEX	Fidelity Freedom 2030 Fund	0.61%	+15.35%	+14.88%	+8.92%
TCLFX	Nuveen Lifecycle 2025 Fund	0.47%	+7.50%	+9.47%	+5.87%
FPFRX	FPA Crescent Fund	1.06%	+17.01%	—	—
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+14.80%	+14.74%	+8.95%
FDAFX	Fidelity Advisor Freedom 2020 Fund	0.28%	-11.64%	-35.62%	-42.60%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+12.62%	+13.37%	+8.38%
PLTJX	Principal LifeTime 2030 Fund	0.79%	+12.03%	+12.82%	+8.12%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+15.63%	—	—
TCLTX	Nuveen Lifecycle 2020 Fund	0.54%	+7.17%	+8.70%	+5.23%
LTPDX	Principal LifeTime 2025 Fund	0.52%	+10.91%	+11.48%	+7.06%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
TCHPX	Nuveen Lifecycle 2030 Fund	0.40%	+8.26%	+10.71%	+6.83%
TLYIX	Nuveen Lifecycle Index 2035 Fund	0.18%	+10.73%	+12.86%	+8.37%
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+16.09%	+15.94%	+10.07%
ABALX	American Balanced Fund	0.58%	+16.02%	+15.46%	+10.83%
TAIAX	American Funds Tax-Aware Conservative Growth and Income Portfolio	0.66%	+11.96%	+12.92%	+8.66%
VSMGX	VANGUARD LIFESTRATEGY MODERATE GROWTH FUND	0.13%	+15.80%	+14.79%	+8.58%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
FAFEX	Fidelity Advisor Freedom 2030 Fund	0.36%	-9.64%	-34.28%	-41.50%
PHJQX	Principal LifeTime Hybrid 2025 Fund	0.32%	+12.27%	+12.11%	+7.69%
PHJNX	Principal LifeTime Hybrid 2030 Fund	0.31%	+13.62%	+13.48%	+8.71%
FIWBX	Fidelity Advisor Multi-Asset Income Fund	0.80%	+14.10%	+12.50%	+9.96%
FFBPX	Fidelity Freedom Blend 2030 Fund	0.36%	+15.03%	+14.75%	—
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+8.11%	+8.65%	+5.49%
FFBLX	Fidelity Freedom Blend 2020 Fund	0.93%	+12.54%	+12.36%	—
MNBWX	Pro-Blend Extended Term Series	0.10%	+8.63%	+11.55%	+6.94%
SSBSX	State Street Target Retirement 2025 Fund	0.09%	+11.78%	+12.36%	+7.62%
HBLFX	THE HARTFORD BALANCED INCOME FUND	0.56%	+7.51%	+9.23%	+6.46%
SSBYX	State Street Target Retirement 2030 Fund	0.09%	+14.51%	+14.55%	+8.75%
MSFKX	MFS Total Return Fund	0.40%	+8.99%	+10.63%	+8.56%
PCBFX	SAM Conservative Balanced Portfolio	0.87%	+10.79%	+11.18%	+6.23%
FFPCX	Fidelity Freedom 2035 Fund	0.59%	—	—	—
PRPDX	Permanent Portfolio	1.06%	+21.67%	+19.48%	+13.49%
FBAKX	Fidelity Balanced Fund	0.46%	+11.35%	+14.26%	+10.21%
TCFPX	Nuveen Lifecycle 2015 Fund	0.37%	+7.02%	+8.21%	+4.91%
FFVAX	Fidelity Advisor Freedom 2015 Fund	0.26%	-12.70%	-36.39%	-43.13%
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
FFBNX	Fidelity Freedom Blend 2025 Fund	1.44%	+13.84%	+13.61%	—
IIIPX	VOYA INDEX SOLUTION INCOME PORTFOLIO	0.20%	+9.85%	+9.68%	+4.54%
SWYEX	Schwab Target 2030 Index Fund	0.08%	+13.20%	+14.23%	+8.99%
TIMIX	Nuveen Managed Allocation Fund	0.46%	+8.45%	+13.24%	+9.24%
MTODX	NYLI Income Builder Fund	0.68%	+13.80%	+13.82%	+8.42%
DOXBX	Dodge & Cox Balanced Fund	0.43%	+12.15%	+13.26%	—
FATWX	Fidelity Advisor Freedom 2025 Fund	1.59%	-10.54%	-34.94%	-42.09%
SWHRX	Schwab Target 2025 Fund	0.32%	+12.29%	+12.60%	+7.24%
FPUKX	Fidelity Puritan Fund	0.47%	+10.50%	+14.48%	+9.65%
FELSX	Fidelity Flex Freedom Blend 2025 Fund	0.00%	+13.95%	+13.86%	+7.86%
PBAPX	SAM Balanced Portfolio	1.02%	+12.98%	+13.98%	+8.63%
LTAOX	Principal LifeTime 2035 Fund	0.56%	+12.56%	+13.48%	+8.64%
SWYDX	Schwab Target 2025 Index Fund	0.08%	+11.16%	+12.18%	+7.31%
ZABDFX	American Beacon Diversified Fund	—	+10.72%	+12.59%	+9.53%
NRIFX	Nuveen Real Asset Income Fund	0.81%	+7.83%	+9.85%	+6.78%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
TLIRX	Nuveen Lifecycle Retirement Income Fund	0.45%	+6.81%	+7.92%	+4.54%
TLFIX	Nuveen Lifecycle Index 2015 Fund	0.25%	+7.98%	+8.95%	+5.22%
MNMWX	Pro-Blend Moderate Term Series	0.10%	+8.34%	+10.36%	+5.84%
TSIMX	Nuveen Lifestyle Moderate Fund	0.87%	+8.40%	+11.48%	+6.69%
PHJTX	Principal LifeTime Hybrid 2020 Fund	0.48%	+11.31%	+11.12%	+6.64%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+17.33%	+17.14%	+11.19%
PMACX	Victory Pioneer Multi-Asset Income Fund	0.84%	—	—	—
SWCRX	Schwab Target 2020 Fund	0.28%	+11.79%	+11.78%	+6.14%
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
TAAMX	Transamerica Asset Allocation - Moderate Portfolio	0.95%	+14.62%	+13.19%	—
FBFRX	Franklin Managed Income Fund	0.59%	+5.98%	+8.38%	+7.62%
TLIPX	Nuveen Lifecycle Index Retirement Income Fund	0.10%	+7.89%	+8.62%	+4.81%
KTRZX	DWS Global Income Builder Fund	0.58%	+15.01%	+14.69%	+8.66%
TCIIX	Nuveen Lifecycle 2035 Fund	0.56%	+9.14%	+12.18%	+7.95%
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
GAOPX	Goldman Sachs Balanced Strategy Portfolio	0.61%	+10.62%	+11.04%	+6.23%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+10.13%	—	—
TCSIX	Nuveen Lifestyle Conservative Fund	0.50%	+7.16%	+9.16%	+5.01%
IDXFX	VOYA INDEX SOLUTION 2030 PORTFOLIO	0.47%	+13.45%	+13.47%	+8.35%
TAAFX	Transamerica Asset Allocation Intermediate Horizon	0.95%	+13.02%	+12.09%	+7.14%
BLAVX	Lord Abbett Multi-Asset Balanced Opportunity Fund	0.90%	+10.75%	+11.77%	+8.08%
ABUAX	Columbia Capital Allocation Moderate Portfolio	0.93%	+15.54%	+14.13%	+7.79%
HRLFX	Hartford Real Asset Fund	0.91%	+13.27%	+9.60%	+11.89%
AAATX	American Funds 2010 Target Date Retirement Fund	0.59%	+10.80%	+10.21%	+6.55%
JCRAX	ALPS \| CoreCommodity Mgmt CompleteCommoditiesSM Strategy Fund	1.39%	+19.24%	+4.36%	+14.40%
TCLEX	Nuveen Lifecycle 2010 Fund	0.51%	+6.85%	+7.92%	+4.56%
SWDRX	Schwab Target 2030 Fund	0.40%	+14.41%	+14.62%	+8.82%
QBA2Q	VIP Balanced Portfolio	0.50%	+13.80%	+16.29%	+11.31%
PACBX	Putnam Dynamic Asset Allocation Conservative Fund	0.63%	+19.25%	+1.44%	+3.55%
MIBLX	BNY Mellon Asset Allocation Fund	0.87%	+11.12%	+11.68%	+8.40%
SSFOX	State Street Target Retirement Fund	0.09%	+9.84%	+10.00%	+5.77%
SWB1Z	Schwab VIT Balanced Portfolio	0.57%	+11.24%	+11.29%	+6.09%
NLGAX	Columbia Capital Allocation Moderate Conservative Portfolio	0.91%	+12.42%	+11.48%	+5.69%
FULSX	Fidelity Flex Freedom Blend 2020 Fund	0.00%	+12.62%	+12.67%	+6.90%

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