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Morningstar

Fidelity Freedom® Index 2030 Instl Prem FFEGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 17.58  /  0.90 %
  • Total Assets 18.6 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 2.11%
  • Turnover 15%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:21 PM GMT+0

Morningstar’s Analysis FFEGX

Will FFEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFEGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FFEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FFEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Simple, low-cost exposure to Fidelity's retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement using well-managed index funds. All share classes earn a Morningstar Analyst Rating of Silver.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings FFEGX

More FFEGX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Total Market Index

36.90
6,997,314,376
—

Fidelity® Series Bond Index

25.18
4,775,597,077
—

Fidelity® Series Global ex US Index

24.66
4,675,849,612
—

Fidelity® Series Intl Dev Mkts Bd Idx

4.75
900,264,863
—

Fidelity® Series Long-Term Trs Bd Idx

4.38
831,537,309
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

4.06
770,135,899
—

Cash Offsets For Shorts & Derivatives

0.07
13,271,461
Cash and Equivalents

Fidelity Revere Str Tr

< 0.01
16,293
Cash and Equivalents