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.
Fidelity Advisor Freedom Blend Inc Z6 FHBDX
- NAV / 1-Day Return 9.54 / −0.21 %
- Total Assets 94.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.210%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date Retirement
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 3.10%
- Turnover 42%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0
Morningstar’s Analysis FHBDX
Will FHBDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 19.88 | 18.2 Mil | — |
Fidelity Series Investment Grade Bond | 11.48 | 10.5 Mil | — |
Fidelity Series Government Bd Idx | 11.47 | 10.5 Mil | — |
Fidelity Series Corporate Bond | 7.73 | 7.1 Mil | — |
Fidelity Series Invest Grd Securtzd | 7.61 | 7.0 Mil | — |
Fidelity Series Treasury Bill Index | 6.45 | 5.9 Mil | — |
Fidelity Series Emerging Markets Opps | 4.60 | 4.2 Mil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 3.90 | 3.6 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 3.39 | 3.1 Mil | — |
5 Year Treasury Note Future June 24 | 2.80 | 2.6 Mil | Government |