The Fidelity Freedom Blend and Advisor Freedom Blend target-date mutual fund series benefits from an experienced management team that draws on research conducted by a robust asset-allocation group to inform the glide path. The series also touts a prudent mix of well-regarded underlying strategies. It earns a High People Pillar rating, up from Above Average.
Fidelity Advisor Freedom Blend 2005 I FHADX
- NAV / 1-Day Return 9.79 / −0.10 %
- Total Assets 22.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2000-2010
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.55%
- Turnover 53%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis FHADX
Will FHADX 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 80.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 19.84 | 4.5 Mil | — |
Fidelity Series Investment Grade Bond | 12.96 | 3.0 Mil | — |
Fidelity Series Government Bd Idx | 12.88 | 2.9 Mil | — |
Fidelity Series Corporate Bond | 8.76 | 2.0 Mil | — |
Fidelity Series Invest Grd Securtzd | 8.60 | 2.0 Mil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 3.98 | 907,700 | — |
Fidelity Series Emerging Markets Opps | 3.94 | 898,942 | — |
Fidelity Series Long-Term Trs Bd Idx | 3.41 | 779,049 | — |
Fidelity Series Treasury Bill Index | 3.32 | 758,367 | — |
Fidelity Series Large Cap Value Index | 2.44 | 558,007 | — |