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Morningstar

Fidelity Advisor Freedom® 2005 A FFAVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.72  /  0.00
  • Total Assets 102.2 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.32%
  • Turnover 23%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis FFAVX

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

People Pillar

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

More FFAVX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 37
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

38.45
40,142,917
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

19.52
20,373,031
—

Fidelity® Series Government Money Mkt

9.01
9,409,190
Cash and Equivalents

Fidelity® Series Emerging Markets Opps

4.96
5,180,632
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.80
3,966,223
—

Fidelity® Series Long-Term Trs Bd Idx

3.58
3,739,840
—

US 5 Year Note (CBT) Sept13

2.46
2,563,688
Government

US 10 Year Note (CBT) Sept13

2.24
2,339,531
Government

Fidelity® Series International Value

2.15
2,248,419
—

Fidelity® Series Overseas

2.11
2,203,266
—