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 Freedom Blend 2025 K FHBEX
- NAV / 1-Day Return 10.74 / +0.47 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.350%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2025
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.24%
- Turnover 28%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:15 AM GMT+0
Morningstar’s Analysis FHBEX
Will FHBEX 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 65.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Series 5+ Yr Tips Index | 9.01 | 144.1 Mil | — |
Fidelity Series Large Cap Value Index | 8.15 | 130.4 Mil | — |
Fidelity Series Emerging Markets Opps | 7.56 | 120.9 Mil | — |
Fidelity Series Investment Grade Bond | 7.34 | 117.5 Mil | — |
Fidelity Series Government Bd Idx | 7.33 | 117.2 Mil | — |
Fidelity Series Blue Chip Growth | 6.81 | 109.0 Mil | — |
Fidelity Series Corporate Bond | 4.99 | 79.7 Mil | — |
Fidelity Series Invest Grd Securtzd | 4.82 | 77.1 Mil | — |
Fidelity Series Large Cap Stock | 4.63 | 74.1 Mil | — |
Fidelity Series International Value | 4.35 | 69.6 Mil | — |