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Fidelity Freedom Index 2015 Instl Prem FIWFX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 14.27  /  −0.07 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.61%
  • Turnover 22%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FIWFX

Will FIWFX 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 FIWFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Bond Index

35.78 745.4 Mil

Fidelity Series Total Market Index

22.14 461.2 Mil

Fidelity Series Global ex US Index

14.70 306.3 Mil

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

9.13 190.3 Mil

Fidelity Series Intl Dev Mkts Bd Idx

4.96 103.3 Mil

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

4.95 103.2 Mil

Fidelity Series Treasury Bill Index

4.81 100.2 Mil

Fidelity Series Long-Term Trs Bd Idx

3.40 70.9 Mil

Cash

0.13 2.7 Mil
Cash and Equivalents

Fidelity Cash Central Fund

0.00 1,836
Cash and Equivalents