Skip to Content
Morningstar

Fidelity Freedom 2040 FFFFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.91  /  −0.91 %
  • Total Assets 28.8 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.22%
  • Turnover 24%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis FFFFX

Will FFFFX 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 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.

A solid option for retirement savers.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Fidelity's topnotch asset-allocation team, research-intensive approach, and multitude of well-regarded underlying strategies across asset classes help the Fidelity Freedom target-date series stand out.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FFFFX

More FFFFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Emerging Markets Opps

10.06 2.8 Bil
—

Fidelity Series Growth Company

9.00 2.5 Bil
—

Fidelity Series Large Cap Stock

8.43 2.4 Bil
—

Fidelity Series Overseas

7.57 2.1 Bil
—

Fidelity Series International Growth

7.51 2.1 Bil
—

Fidelity Series International Value

7.49 2.1 Bil
—

Fidelity Series Stk Selec Lg Cp Val

5.84 1.6 Bil
—

Fidelity Series Opportunistic Insights

5.35 1.5 Bil
—

Fidelity Series Value Discovery

5.24 1.5 Bil
—

Fidelity Series Long-Term Trs Bd Idx

5.16 1.5 Bil
—