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Morningstar

Fidelity Freedom® 2005 FFFVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.74  /  0.28 %
  • Total Assets 739.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.470%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.26%
  • Turnover 38%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:14 PM GMT+0

Morningstar’s Analysis FFFVX

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

People Pillar

The People Pillar is our evaluation of the FFFVX 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 FFFVX’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 Freedom target-date 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 K6 share class, while its pricier shares are rated Bronze.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FFFVX

More FFFVX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 41
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

38.59
284,030,468
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

19.29
142,017,217
—

Fidelity® Series Government Money Mkt

8.48
62,387,754
Cash and Equivalents

Fidelity® Series Emerging Markets Opps

5.41
39,828,327
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.91
28,775,820
—

Fidelity® Series Long-Term Trs Bd Idx

3.81
28,040,791
—

10 Year Treasury Note Future June 23

2.23
16,433,828
Government

Fidelity® Series International Growth

2.15
15,794,835
—

Fidelity® Series Overseas

2.14
15,730,272
—

Fidelity® Series International Value

2.06
15,167,865
—