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 2040 Instl Prem FFIZX
- NAV / 1-Day Return 22.81 / −0.44 %
- Total Assets 21.0 Bil
-
Adj. Expense Ratio
- 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 1.88%
- Turnover 12%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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.
People Pillar
Parent Pillar
- 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 | 52.07 | 10.6 Bil | — |
Fidelity Series Global ex US Index | 33.69 | 6.9 Bil | — |
Fidelity Series Bond Index | 7.67 | 1.6 Bil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.73 | 962.3 Mil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 1.82 | 370.5 Mil | — |
Cash | 0.03 | 5.5 Mil | Cash and Equivalents |
Fidelity Cash Central Fund | 0.00 | 14,751 | Cash and Equivalents |