Morningstar

Fidelity Freedom 2020 Fund - Premier Class FFOZX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $15.63  /  −0.32 %
  • Fund Size $11.8B
  • Adjusted Expense Ratio 0.280%
  • Net Expense Ratio 0.280%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis FFOZX

Will FFOZX outperform in the 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 FFOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFOZX 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 FFOZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This robust target-date series recently underwent changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Updates to the Fidelity Freedom and Advisor Freedom target-date funds continue to keep them as strong choices for retirement savers.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FFOZX

More FFOZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

26.51 3B
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

6.62 813M
—

Fidelity Series Emerging Markets Opps

6.34 779M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

6.27 771M
—

Fidelity Series Large Cap Stock

5.05 620M
—

Fidelity Series Growth Company

4.97 610M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.76 585M
Government

Fidelity Series Intl Dev Mkts Bd Idx

4.54 558M
—

Fidelity Series Overseas

3.72 456M
—

Fidelity Series International Value

3.71 455M
—

Sponsor Center