Morningstar

Fidelity Advisor Freedom Blend Retirement Fund - Class A FHAMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.51  /  −0.38 %
  • Fund Size $223.0M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 2.79%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis FHAMX

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

  • People Pillar

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

This robust target-date series recently completed its 2025 changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

The Fidelity Freedom Blend and Advisor Freedom Blend series recently completed their 2025 enhancements, with encouraging results to date. The updates strengthen an already robust target-date approach for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FHAMX

More FHAMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

20.75 47M
—

Fidelity Series Government Bd Idx

9.63 22M
—

Fidelity Series Investment Grade Bond

8.81 20M
—

Fidelity Series Corporate Bond

5.71 13M
—

Fidelity Series Invest Grd Securtzd

5.22 12M
—

Fidelity Series Large Cap Value Index

4.85 11M
—

Fidelity Series Emerging Markets Opps

4.83 11M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.72 11M
Government

Fidelity Series Intl Dev Mkts Bd Idx

4.69 11M
—

Fidelity Series Blue Chip Growth

4.09 9M
—

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