Morningstar

Fidelity Advisor Freedom 2065 Fund - Class I FDFSX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.15  /  −0.43 %
  • Fund Size $369.6M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.690%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.12%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FDFSX

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

  • People Pillar

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

More FDFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Stock

12.24 45M
—

Fidelity Series Emerging Markets Opps

10.91 41M
—

Fidelity Advisor Series Equity Gr

8.57 32M
—

Fidelity Series Overseas

7.71 29M
—

Fidelity Series International Growth

7.63 28M
—

Fidelity Series International Value

7.63 28M
—

Fidelity Series Opportunistic Insights

7.25 27M
—

Fidelity Series Value Discovery

6.77 25M
—

Fidelity Series Stk Selec Lg Cp Val

6.69 25M
—

Fidelity Advisor Series Growth Opps

6.05 22M
—

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