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Morningstar

Fidelity Freedom Blend 2060 FHANX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.93  /  −1.40 %
  • Total Assets 600.9 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.48%
  • Turnover 14%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FHANX

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

  • People Pillar

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

A blend of Fidelity's robust capabilities.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The Fidelity Freedom Blend and Advisor Freedom Blend target-date mutual fund series benefits from an experienced management team that draws on research conducted by a robust asset-allocation group to inform the glide path. The series also touts a prudent mix of well-regarded underlying strategies. It earns a High People Pillar rating, up from Above Average.

by Adam Millson
Rated on Published on

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Portfolio Holdings FHANX

More FHANX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Value Index

14.52 87.3 Mil
—

Fidelity Series Blue Chip Growth

12.03 72.3 Mil
—

Fidelity Series Emerging Markets Opps

10.52 63.2 Mil
—

Fidelity Series Large Cap Stock

8.17 49.1 Mil
—

Fidelity Series Large Cp Grwth Idx

7.50 45.0 Mil
—

Fidelity Series International Value

7.14 42.9 Mil
—

Fidelity Series Overseas

7.02 42.2 Mil
—

Fidelity Series International Growth

7.02 42.2 Mil
—

Fidelity Series Value Discovery

5.33 32.0 Mil
—

Fidelity Series Long-Term Trs Bd Idx

4.83 29.0 Mil
—