Fidelity Freedom Index 2035 Fund Institutional Premium Class (FFEZX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FFEZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FFEZX
FFEZX charges 0.08% annually. There are 63 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FFEZX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FFEZX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FFEZX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FFEZX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FFEZX vs PTDIX |
Best Risk-Adjusted Alternatives to FFEZX
FFEZX has a PortfoliosLab risk / return rank of 69. There are 202 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FFEZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FFEZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FFEZX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FFEZX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FFEZX vs URTRX |
Top Performing FFEZX Alternatives (YTD)
FFEZX is at 7.22% YTD. There are 382 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FFEZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FFEZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FFEZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FFEZX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FFEZX vs FDFPX |
Lowest Volatility Alternatives to FFEZX
FFEZX has 9.69% 1-year volatility. There are 254 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FFEZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FFEZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FFEZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FFEZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FFEZX vs DRIQX |
Lowest Drawdown Alternatives to FFEZX
FFEZX has a 1-year max drawdown of -6.95%. There are 257 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FFEZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FFEZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FFEZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FFEZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FFEZX vs PRMYX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FFEZX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FFEZX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FFEZX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FFEZX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FFEZX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FFEZX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FFEZX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FFEZX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FFEZX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FFEZX vs FTIHX |
Often Compared With FFEZX
Investors most often compare FFEZX with FFTHX, FIWTX, TRRJX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FFEZX with Any Fund or Stock
Compare FFEZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FFEZX with funds that move differently
Fidelity Freedom Index 2035 Fund Institutional Premium Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFEZX.
Explore FFEZX Diversifiers