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Morningstar

Fidelity Advisor Freedom® 2025 A FATWX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.33  /  0.09 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 2.55%
  • Turnover 21%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis FATWX

Will FATWX outperform in 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 FATWX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FATWX 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 FATWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A well-informed glide path with topnotch underlying funds throughout.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The Fidelity Advisor Freedom target-dates series’ robust asset-allocation team has driven consistent, well-researched enhancements to its glide path over time. A stable of strong underlying funds also gives this series a leg up. It earns a Morningstar Analyst Rating of Silver for its cheapest Z6 share class, Bronze for its I and Z shares, and Neutral for its priciest shares.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FATWX

More FATWX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 37
  • % Assets in Top 10 Holdings 73.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

24.06
581,318,996
—

Fidelity® Series Emerging Markets Opps

8.79
212,305,951
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

8.15
196,950,169
—

Fidelity® Series Large Cap Stock

5.61
135,654,798
—

Fidelity® Series International Value

4.91
118,559,892
—

Fidelity® Series Overseas

4.81
116,167,608
—

Fidelity® Series International Growth

4.79
115,828,005
—

Fidelity® Series Long-Term Trs Bd Idx

4.70
113,619,438
—

Fidelity Advisor® Series Equity Gr

3.83
92,623,742
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.70
89,477,450
—