On Nov. 21, 2022, Fidelity announced two executive changes affecting Fidelity Asset Management Solutions, or FAMS. Current president of FAMS Vadim Zlotnikov will become president of the Fidelity Institutional division, assuming the role currently held by Michael Durbin. In addition, the firm has promoted Bill Irving, chief investment officer of global asset allocation, to president of FAMS. The formal transitions will happen in December. Irving will maintain his current duties as CIO while also taking on additional responsibilities as president of the group. This dual role is not unprecedented, as Zlotnikov held both positions prior to Irving's promotion to CIO of global asset allocation in May 2020.
- NAV / 1-Day Return 10.45 / 0.00
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
0.250%
- Expense Ratio 0.250%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Extensive
- Status Open
- TTM Yield 2.27%
- Turnover 15%
Morningstar’s Analysis FFBWX
Will FFBWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 2
- Other Holdings 38
- % Assets in Top 10 Holdings 82.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Fidelity® Series Large Cap Value Index
14.38
209,442,989
—
Fidelity® Series Emerging Markets Opps
11.27
164,135,328
—
Fidelity® Series Blue Chip Growth
11.25
163,811,697
—
Fidelity® Series Large Cap Stock
7.82
113,936,429
—
Fidelity® Series Large Cp Grwth Idx
7.02
102,279,691
—
Fidelity® Series International Value
6.76
98,396,978
—
Fidelity® Series Overseas
6.60
96,165,469
—
Fidelity® Series International Growth
6.58
95,877,949
—
Fidelity® Series Long-Term Trs Bd Idx
5.43
79,109,585
—
Fidelity® Series Value Discovery
5.31
77,268,938
—