Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement. Continued strength from the topnotch resources at the managers’ disposal also warrant a People Pillar upgrade to High from Above Average.
Fidelity Freedom Index 2025 Instl Prem FFEDX
- NAV / 1-Day Return 18.77 / +0.81 %
- Total Assets 14.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 2.33%
- Turnover 16%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis FFEDX
Will FFEDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Total Market Index | 32.26 | 4.6 Bil | — |
Fidelity Series Bond Index | 28.55 | 4.1 Bil | — |
Fidelity Series Global ex US Index | 21.25 | 3.0 Bil | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 8.97 | 1.3 Bil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 4.79 | 682.1 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.09 | 581.3 Mil | — |
Cash | 0.10 | 13.9 Mil | Cash and Equivalents |
Fidelity Cash Central Fund | 0.00 | 12,952 | Cash and Equivalents |