Morningstar

Fidelity Advisor Freedom 2015 Fund - Class A FFVAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $11.11  /  −0.27 %
  • Fund Size $391.0M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2015
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.53%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis FFVAX

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

  • People Pillar

    The People Pillar is our evaluation of the FFVAX 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 FFVAX’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 Advisor Freedom series continue to keep it a strong choice for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FFVAX

More FFVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

28.37 113M
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

12.24 49M
—

Fidelity Series Emerging Markets Opps

5.59 22M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.75 19M
Government

Fidelity Series Large Cap Stock

4.64 19M
—

Fidelity Series Intl Dev Mkts Bd Idx

4.52 18M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

3.74 15M
—

Fidelity Series Government Money Mkt

3.35 13M
Cash and Equivalents

Fidelity Advisor Series Equity Gr

3.25 13M
—

Fidelity Series Overseas

3.15 13M
—

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