Morningstar

Fidelity Advisor Freedom Retirement Fund - Class A FAFAX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $10.82  /  −0.18 %
  • Fund Size $216.2M
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.710%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 2.74%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis FAFAX

Will FAFAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FAFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FAFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This robust target-date series recently underwent changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Updates to the Fidelity Advisor Freedom series continue to keep it a strong choice for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FAFAX

More FAFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

29.40 65M
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

20.76 46M
—

Fidelity Series Emerging Markets Opps

4.82 11M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.75 11M
Government

Fidelity Series Intl Dev Mkts Bd Idx

4.58 10M
—

Fidelity Series Government Money Mkt

4.57 10M
Cash and Equivalents

Fidelity Series Large Cap Stock

3.69 8M
—

Fidelity Advisor Series Equity Gr

2.59 6M
—

Fidelity Series Overseas

2.56 6M
—

Fidelity Series International Growth

2.55 6M
—

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