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  • Mark September 2018
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Fidelity’s Latest Gambit For Your Retirement Savings

TedTed
edited September 2018 in Fund Discussions
FYI: Most target-date funds are either actively managed or passively track indexes. Fidelity Investments is betting that investors will want both in one wrapper.

The firm launched a suite of 13 Fidelity Freedom Blend Funds on Tuesday. Each fund holds an underlying mix of actively managed and index funds run by Fidelity. The target dates range from 2005—featuring the most conservative mix of socks and bonds—to 2060, with the highest equity exposure. The funds hold an average of 40% in underlying index funds, with expense ratios ranging from 0.26% to 0.54%, depending on the share class.
Regards,
Ted
https://www.barrons.com/articles/fidelitys-latest-gambit-for-your-retirement-savings-1536247498

Fidelity Website: Fidelity Freedom Blend Funds:
https://www.fidelity.com/about-fidelity/institutional-investment-management/fidelity-investments-launches-target-date-blend-funds

Comments

  • Leaving out Tillinghast and Danoff is a nonstarter for me. Then again maybe it's a clue that these two might be getting set to hit the retirement highway.
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