Morningstar

Fidelity Advisor Freedom Blend 2060 Fund - Class C FHLEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.03  /  −0.43 %
  • Fund Size $1.8B
  • Adjusted Expense Ratio 1.470%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Target-Date 2060
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.83%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis FHLEX

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

  • People Pillar

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

More FHLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Value Index

15.93 293M
—

Fidelity Series Blue Chip Growth

13.46 247M
—

Fidelity Series Emerging Markets Opps

10.89 200M
—

Fidelity Series Large Cap Stock

8.99 165M
—

Fidelity Series Large Cp Grwth Idx

8.57 158M
—

Fidelity Series Overseas

6.81 125M
—

Fidelity Series International Growth

6.74 124M
—

Fidelity Series International Value

6.74 124M
—

Fidelity Series Value Discovery

5.75 106M
—

Ultra US Treasury Bond Future Dec 26

3.71 68M
Government

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