Morningstar

Fidelity Freedom 2015 Fund FFVFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $12.43  /  −0.16 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2015
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 2.75%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis FFVFX

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

  • People Pillar

    The People Pillar is our evaluation of the FFVFX 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 FFVFX’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 FFVFX

More FFVFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

28.33 1B
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

12.22 512M
—

Fidelity Series Emerging Markets Opps

5.59 235M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.74 199M
Government

Fidelity Series Intl Dev Mkts Bd Idx

4.56 191M
—

Fidelity Series Large Cap Stock

4.21 176M
—

Fidelity Series Growth Company

4.14 174M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

3.74 157M
—

Fidelity Series Government Money Mkt

3.36 141M
Cash and Equivalents

Fidelity Series Overseas

3.16 132M
—

Sponsor Center