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.
Fidelity Freedom Index 2060 Instl Prem FFLEX
- NAV / 1-Day Return 16.75 / +1.09 %
- Total Assets 6.7 Bil
-
Adj. Expense Ratio
- 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 1.82%
- Turnover 12%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 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.
People Pillar
Parent Pillar
- 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 | 54.94 | 3.5 Bil | — |
Fidelity Series Global ex US Index | 35.56 | 2.3 Bil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.72 | 299.0 Mil | — |
Fidelity Series Bond Index | 3.81 | 241.5 Mil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 0.96 | 60.6 Mil | — |
Cash | 0.02 | 1.0 Mil | Cash and Equivalents |