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Morningstar

Fidelity Freedom 2055 FDEEX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 14.65  /  −0.14 %
  • Total Assets 11.2 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.15%
  • Turnover 21%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FDEEX

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

  • People Pillar

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

A solid option for retirement savers.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Fidelity's topnotch asset-allocation team, research-intensive approach, and multitude of well-regarded underlying strategies across asset classes help the Fidelity Freedom target-date series stand out.

by Adam Millson
Rated on Published on

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Portfolio Holdings FDEEX

More FDEEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Emerging Markets Opps

10.41 1.1 Bil
—

Fidelity Series Growth Company

9.55 1.0 Bil
—

Fidelity Series Large Cap Stock

8.93 963.9 Mil
—

Fidelity Series Overseas

7.97 860.0 Mil
—

Fidelity Series International Growth

7.92 855.0 Mil
—

Fidelity Series International Value

7.90 852.5 Mil
—

Fidelity Series Stk Selec Lg Cp Val

6.18 667.3 Mil
—

Fidelity Series Opportunistic Insights

5.68 612.6 Mil
—

Fidelity Series Value Discovery

5.54 597.9 Mil
—

Fidelity Series Long-Term Trs Bd Idx

5.15 555.2 Mil
—