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Fidelity Freedom Index 2025 Instl Prem FFEDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 17.69  /  −0.17 %
  • Total Assets 14.5 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.33%
  • Turnover 18%

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

Morningstar’s Analysis FFEDX

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

  • People Pillar

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

A simple, low-cost investment that benefits from Fidelity’s retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement. Continued strength from the topnotch resources at the managers’ disposal also warrant a People Pillar upgrade to High from Above Average.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings FFEDX

More FFEDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Total Market Index

33.17 4.8 Bil
—

Fidelity Series Bond Index

27.95 4.0 Bil
—

Fidelity Series Global ex US Index

21.46 3.1 Bil
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

8.55 1.2 Bil
—

Fidelity Series Intl Dev Mkts Bd Idx

4.83 691.3 Mil
—

Fidelity Series Long-Term Trs Bd Idx

3.96 567.1 Mil
—

Cash

0.08 11.5 Mil
Cash and Equivalents

Fidelity Cash Central Fund

0.00 12,845
Cash and Equivalents