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 2040 K FHYDX
- NAV / 1-Day Return 12.14 / +0.58 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.380%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 1.63%
- Turnover 18%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:15 AM GMT+0
Morningstar’s Analysis FHYDX
Will FHYDX 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 79.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Large Cap Value Index | 13.49 | 312.6 Mil | — |
Fidelity Series Blue Chip Growth | 11.27 | 261.2 Mil | — |
Fidelity Series Emerging Markets Opps | 10.48 | 242.8 Mil | — |
Fidelity Series Large Cap Stock | 7.68 | 177.9 Mil | — |
Fidelity Series Large Cp Grwth Idx | 7.13 | 165.2 Mil | — |
Fidelity Series International Value | 6.80 | 157.5 Mil | — |
Fidelity Series Overseas | 6.73 | 156.0 Mil | — |
Fidelity Series International Growth | 6.64 | 153.9 Mil | — |
Fidelity Series Value Discovery | 5.00 | 115.9 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.68 | 108.5 Mil | — |