Investment Test Drive

FCFEX Fidelity Advisor Freedom® 2030 C

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FCFEX Fidelity Advisor Freedom® 2030 C VTHRX Vanguard Target Retirement 2030 Inv LINAX BlackRock LifePath® Index 2030 Inv A  
100% 98% 98%
Annual Fees
(1.74% Exp. Ratio)
(0.15% Exp. Ratio)
(0.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.86% annual return
$18,414.24 $29,805.27 $27,314.77
Est. savings over 30 yrs +$11,391.03 +$8,900.54
As of 9/30/16
1 YR RETURN 10.48%
3 YR 4.92%
5 YR 8.76%
10 YR 3.60%
1 YR RETURN 11.15%
3 YR 6.64%
5 YR 11.12%
10 YR 5.64%
1 YR RETURN 10.86%
3 YR 5.84%
5 YR 9.59%
10 YR --
The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Advisor Freedom® Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2030)).
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2030 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio, a series of Master Investment Portfolio ("MIP") with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!