Fidelity Freedom Index 2015 Fund Institutional Premium Class (FIWFX) 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 FIWFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIWFX
FIWFX 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 2060 Fund | 0.01% | — | Feb 2013 | FIWFX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FIWFX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FIWFX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FIWFX vs FCQTX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FIWFX vs PMTIX |
Best Risk-Adjusted Alternatives to FIWFX
FIWFX has a PortfoliosLab risk / return rank of 64. There are 379 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | FIWFX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | FIWFX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | FIWFX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | FIWFX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | FIWFX vs SSBRX |
Top Performing FIWFX Alternatives (YTD)
FIWFX is at 4.61% YTD. There are 585 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | FIWFX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | FIWFX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | FIWFX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | FIWFX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | FIWFX vs FVTKX |
Lowest Volatility Alternatives to FIWFX
FIWFX has 5.81% 1-year volatility. There are 70 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | FIWFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | FIWFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FIWFX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | FIWFX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | FIWFX vs MLLIX |
Lowest Drawdown Alternatives to FIWFX
FIWFX has a 1-year max drawdown of -4.31%. There are 65 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 | FIWFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FIWFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIWFX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FIWFX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FIWFX 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 | 75 | 11.76% | — | Feb 1988 | FIWFX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FIWFX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FIWFX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FIWFX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FIWFX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FIWFX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FIWFX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FIWFX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FIWFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FIWFX vs FTIHX |
Often Compared With FIWFX
Investors most often compare FIWFX with FFWTX, FIWTX, FDRR. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FIWFX with Any Fund or Stock
Compare FIWFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIWFX with funds that move differently
Fidelity Freedom Index 2015 Fund Institutional Premium Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIWFX.
Explore FIWFX Diversifiers