Morningstar

Fidelity Advisor Freedom 2020 Fund - Class C FDCFX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $12.25  /  −0.24 %
  • Fund Size $985.4M
  • Adjusted Expense Ratio 1.540%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.58%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis FDCFX

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

  • People Pillar

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

More FDCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

26.54 271M
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

6.62 68M
—

Fidelity Series Emerging Markets Opps

6.35 65M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

6.29 64M
—

Fidelity Series Large Cap Stock

5.57 57M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.76 49M
Government

Fidelity Series Intl Dev Mkts Bd Idx

4.56 47M
—

Fidelity Advisor Series Equity Gr

3.91 40M
—

Fidelity Series Overseas

3.72 38M
—

Fidelity Series International Value

3.71 38M
—

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