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Fidelity Freedom Index 2040 Instl Prem FFIZX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.17  /  +0.83 %
  • Total Assets 20.4 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.94%
  • Turnover 12%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 PM GMT+0

Morningstar’s Analysis FFIZX

Will FFIZX outperform in future?

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

A simple, low-cost investment that benefits from Fidelity’s retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

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Portfolio Holdings FFIZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Total Market Index

51.43 10.0 Bil

Fidelity Series Global ex US Index

34.10 6.6 Bil

Fidelity Series Bond Index

7.56 1.5 Bil

Fidelity Series Long-Term Trs Bd Idx

5.13 998.2 Mil

Fidelity Series Intl Dev Mkts Bd Idx

1.76 341.9 Mil

Cash Offsets For Shorts & Derivatives

0.03 5.7 Mil
Cash and Equivalents