$FAVRX

FAVRX

Fidelity Freedom Index 2055 Fund

本窗口内的全部观点与内容

截至 09-22
09-22
Rich Habits发布 2026-09-22
《Should I Reallocate Money in a Target Date Fund?》
$FAVRX看跌
持有 FAVRX 在过去十年间的表现估计落后于市场指数型替代产品 20-30%,造成了显著的机会成本。

为了退休,我在我的403b账户里投了38万美元于FAVRX,一只2055目标日期指数基金。

For retirement, I have $380,000 invested in FAVRX, a 2055 target date index fund within my 403b.

不过Chanel,我们先来回答你关于FAVRX的问题。这就是大家在家都会做的事。我要你输入morningstar.com。这是一个完全免费的平台,没有赞助。大家都在用。打开morningstar.com,你会看到顶部有一个小小的搜索栏。

搜索FAVRX。这是Fidelity Freedom Index 2055 Fund Premium 2 Class。你会看到那里有一个叫Performance的标签。我点了Performance并向下滚动。

我能看到10年的数据,一直到2016年,显示的是投资的总回报。所以,我看到2016年是9.4,2017年是20.5,2018年是-7.1。很好。这样我们就有了这项投资的总业绩。

But Chanel, let's start answering your question about FAVRX. This is what everyone will do at home. I want you to type morningstar.com. This is a completely free platform, not sponsored.

Everyone uses it. Go to morningstar.com and you will see a small search bar at the top. Search for FAVRX. This is the Fidelity Freedom Index 2055 Fund Premium 2 Class. You will see a tab there called Performance.

I clicked on Performance and scrolled down. I can see 10 years of data, up to 2016, showing me the total return on investment. So, I see 9.4 in 2016, 20.5 in 2017, -7.1 in 2018.

Great. So, we have the total performance of this investment.

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