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 2020 Instl Prem FIWTX
- NAV / 1-Day Return 16.09 / +0.69 %
- Total Assets 7.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.60%
- Turnover 14%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis FIWTX
Will FIWTX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Bond Index | 32.31 | 2.3 Bil | — |
Fidelity Series Total Market Index | 27.55 | 2.0 Bil | — |
Fidelity Series Global ex US Index | 18.14 | 1.3 Bil | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 7.52 | 535.2 Mil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 4.87 | 346.6 Mil | — |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 3.76 | 267.7 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 3.68 | 261.7 Mil | — |
Fidelity Series Treasury Bill Index | 2.06 | 146.9 Mil | — |
Cash | 0.12 | 8.4 Mil | Cash and Equivalents |