Morningstar

Fidelity Freedom Blend 2020 Fund FHAVX

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  • NAV / 1-Day Return $12.17  /  −0.25 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.430%
  • Net Expense Ratio 0.430%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.52%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis FHAVX

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

  • People Pillar

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

More FHAVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Government Bd Idx

8.70 118M
—

Fidelity Series Investment Grade Bond

7.95 108M
—

Fidelity Series Large Cap Value Index

7.31 100M
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

6.63 90M
—

Fidelity Series Emerging Markets Opps

6.34 86M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

6.27 85M
—

Fidelity Series Blue Chip Growth

6.20 84M
—

Fidelity Series Corporate Bond

5.15 70M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.73 64M
Government

Fidelity Series Invest Grd Securtzd

4.73 64M
—

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