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Morningstar

Fidelity Advisor Freedom Blend 2020 Z6 FHWCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.16  /  +0.69 %
  • Total Assets 765.2 Mil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.50%
  • Turnover 36%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FHWCX

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

  • People Pillar

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

More FHWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

8.30 62.3 Mil
—

Fidelity Series Government Bd Idx

8.29 62.2 Mil
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

7.49 56.2 Mil
—

Fidelity Series Emerging Markets Opps

6.97 52.3 Mil
—

Fidelity Series Large Cap Value Index

6.91 51.9 Mil
—

Fidelity Series Blue Chip Growth

5.76 43.3 Mil
—

Fidelity Series Corporate Bond

5.59 41.9 Mil
—

Fidelity Series Invest Grd Securtzd

5.50 41.3 Mil
—

Fidelity Series Long-Term Trs Bd Idx

4.01 30.1 Mil
—

Fidelity Series Intl Dev Mkts Bd Idx

3.89 29.2 Mil
—