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Morningstar

Fidelity Advisor Freedom® 2030 I FEFIX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.58  /  0.79 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 2.32%
  • Turnover 22%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:21 PM GMT+0

Morningstar’s Analysis FEFIX

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

People Pillar

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

A well-informed glide path with topnotch underlying funds throughout.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The Fidelity Advisor Freedom target-dates series’ robust asset-allocation team has driven consistent, well-researched enhancements to its glide path over time. A stable of strong underlying funds also gives this series a leg up. It earns a Morningstar Analyst Rating of Silver for its cheapest Z6 share class, Bronze for its I and Z shares, and Neutral for its priciest shares.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FEFIX

More FEFIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 37
  • % Assets in Top 10 Holdings 70.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

21.28
648,434,747
—

Fidelity® Series Emerging Markets Opps

9.34
284,607,460
—

Fidelity® Series Large Cap Stock

6.41
195,236,625
—

Fidelity® Series International Value

5.42
165,167,648
—

Fidelity® Series Overseas

5.31
161,851,916
—

Fidelity® Series International Growth

5.30
161,375,648
—

Fidelity® Series Long-Term Trs Bd Idx

5.08
154,938,921
—

Fidelity Advisor® Series Equity Gr

4.38
133,346,750
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

4.11
125,099,606
—

Fidelity® Series Value Discovery

4.07
124,121,326
—