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Fidelity Freedom Index 2060 Instl Prem FFLEX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.74  /  −0.24 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.94%
  • Turnover 12%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis FFLEX

Will FFLEX outperform in future?

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

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.

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Portfolio Holdings FFLEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Total Market Index

54.13 3.1 Bil

Fidelity Series Global ex US Index

35.84 2.1 Bil

Fidelity Series Long-Term Trs Bd Idx

5.12 297.2 Mil

Fidelity Series Bond Index

3.92 227.7 Mil

Fidelity Series Intl Dev Mkts Bd Idx

0.97 56.4 Mil

Cash Offsets For Shorts & Derivatives

0.02 1.1 Mil
Cash and Equivalents