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 2025 Z6 FHSPX
- NAV / 1-Day Return 10.61 / +0.86 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.250%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 2.36%
- Turnover 28%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FHSPX
Will FHSPX 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 64.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 8.73 | 140.3 Mil | — |
Fidelity Series Large Cap Value Index | 8.32 | 133.7 Mil | — |
Fidelity Series Emerging Markets Opps | 7.43 | 119.4 Mil | — |
Fidelity Series Investment Grade Bond | 7.16 | 115.1 Mil | — |
Fidelity Series Government Bd Idx | 7.12 | 114.5 Mil | — |
Fidelity Series Blue Chip Growth | 6.90 | 110.9 Mil | — |
Fidelity Series Corporate Bond | 4.83 | 77.7 Mil | — |
Fidelity Series Invest Grd Securtzd | 4.75 | 76.3 Mil | — |
Fidelity Series Large Cap Stock | 4.68 | 75.2 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.45 | 71.5 Mil | — |