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Morningstar

Fidelity Freedom Blend 2030 FHATX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.74  /  +0.94 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.02%
  • Turnover 23%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:19 PM GMT+0

Morningstar’s Analysis FHATX

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

  • People Pillar

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

More FHATX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Value Index

9.44 210.1 Mil
—

Fidelity Series Emerging Markets Opps

8.00 178.1 Mil
—

Fidelity Series Blue Chip Growth

7.83 174.3 Mil
—

Fidelity Series Investment Grade Bond

6.33 141.0 Mil
—

Fidelity Series Government Bd Idx

6.29 140.2 Mil
—

Fidelity Series Large Cap Stock

5.31 118.2 Mil
—

Fidelity Series Large Cp Grwth Idx

4.87 108.5 Mil
—

Fidelity Series International Value

4.87 108.4 Mil
—

Fidelity Series Long-Term Trs Bd Idx

4.85 108.1 Mil
—

Fidelity Series Overseas

4.77 106.2 Mil
—