Morningstar

Fidelity Advisor Freedom 2055 Fund - Class K6 FBGLX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.00  /  +0.85 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis FBGLX

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

  • People Pillar

    The People Pillar is our evaluation of the FBGLX 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 FBGLX’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 FBGLX

More FBGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Stock

12.19 196M
—

Fidelity Series Emerging Markets Opps

11.02 177M
—

Fidelity Advisor Series Equity Gr

8.53 137M
—

Fidelity Series Overseas

7.69 124M
—

Fidelity Series International Growth

7.64 123M
—

Fidelity Series International Value

7.60 122M
—

Fidelity Series Opportunistic Insights

7.21 116M
—

Fidelity Series Value Discovery

6.73 108M
—

Fidelity Series Stk Selec Lg Cp Val

6.66 107M
—

Fidelity Advisor Series Growth Opps

6.01 97M
—

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