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Fidelity Freedom® Index 2040 Investor FBIFX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 20.30  /  0.64 %
  • Total Assets 17.0 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 1.84%
  • Turnover 12%

Morningstar’s Analysis FBIFX

Will FBIFX outperform in future?

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

Simple, low-cost exposure to Fidelity's retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement using well-managed index funds. All share classes earn a Morningstar Analyst Rating of Silver.

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Portfolio Holdings FBIFX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Total Market Index

52.26
9,173,936,132

Fidelity® Series Global ex US Index

33.84
5,940,954,218

Fidelity® Series Bond Index

7.19
1,262,678,859

Fidelity® Series Long-Term Trs Bd Idx

4.98
874,343,090

Fidelity® Series Intl Dev Mkts Bd Idx

1.70
297,742,896

Cash Offsets For Shorts & Derivatives

0.03
4,539,081
Cash and Equivalents

Fidelity® Cash Central Fund

< 0.01
14,491
Cash and Equivalents