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Fidelity Advisor Freedom 2005 I FFIVX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.12  /  0.20 %
  • Total Assets 96.9 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2000-2010
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.69%
  • Turnover 23%

Morningstar’s Analysis FFIVX

Will FFIVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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 Advisor Freedom target-date series stand out.

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Portfolio Holdings FFIVX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 39
  • % Assets in Top 10 Holdings 82.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

39.18
38,497,116

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

19.30
18,968,509

Fidelity Series Government Money Mkt

8.78
8,630,142
Cash and Equivalents

Fidelity Series Emerging Markets Opps

4.68
4,601,651

Fidelity Series Intl Dev Mkts Bd Idx

3.86
3,796,439

Fidelity Series Long-Term Trs Bd Idx

3.85
3,783,911

5 Year Treasury Note Future Mar 24

3.43
3,371,977
Government

10 Year Treasury Note Future Mar 24

2.30
2,257,812
Government

Fidelity Series Short-Term Credit

1.91
1,874,100

Fidelity Series International Growth

1.83
1,798,394