Morningstar

Fidelity Freedom 2040 Fund FFFFX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $14.44  /  +0.77 %
  • Fund Size $35.7B
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis FFFFX

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

  • People Pillar

    The People Pillar is our evaluation of the FFFFX 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 FFFFX’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 Freedom and Advisor Freedom target-date funds continue to keep them as strong choices for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FFFFX

More FFFFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Emerging Markets Opps

10.18 4B
—

Fidelity Series Large Cap Stock

9.50 3B
—

Fidelity Series Growth Company

9.27 3B
—

Fidelity Series Overseas

6.65 2B
—

Fidelity Series International Growth

6.57 2B
—

Fidelity Series International Value

6.57 2B
—

Fidelity Series Stk Selec Lg Cp Val

5.94 2B
—

Fidelity Series Value Discovery

5.46 2B
—

Fidelity Series Investment Grade Bond

5.37 2B
—

Fidelity Series Opportunistic Insights

5.30 2B
—

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