The Fidelity Freedom Index target-date series’ deep global asset-allocation team, research-driven approach, and attractive price earn all share classes a Morningstar Analyst Rating of Silver.
Fidelity Freedom® Index 2040 Investor FBIFX
NAV / 1-Day Return
20.88
/
0.05
%
Total Assets
14.0 Bil
Adj. Expense Ratio
0.120%
Expense Ratio
0.120%
Fee Level
Low
Longest Manager Tenure
12.87
years
Category
Target-Date 2040
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ExtensiveStatus
Open
TTM Yield
1.80%
Turnover
—
Morningstar’s Fund Analysis FBIFX
Will FBIFX 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 FBIFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FBIFX 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 FBIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A low-cost alternative to Fidelity’s flagship offering.
