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Fidelity Advisor Freedom Blend 2015 Z6 FHXCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.85  /  −0.20 %
  • Total Assets 215.8 Mil
  • Adj. Expense Ratio
    0.220%
  • Expense Ratio 0.220%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.68%
  • Turnover 32%

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

Morningstar’s Analysis FHXCX

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

  • People Pillar

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

More FHXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

9.37 19.8 Mil
—

Fidelity Series Government Bd Idx

9.36 19.8 Mil
—

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

9.05 19.2 Mil
—

Fidelity Series Corporate Bond

6.31 13.3 Mil
—

Fidelity Series Invest Grd Securtzd

6.21 13.1 Mil
—

Fidelity Series Emerging Markets Opps

6.13 13.0 Mil
—

Fidelity Series Large Cap Value Index

5.31 11.2 Mil
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

5.01 10.6 Mil
—

Fidelity Series Blue Chip Growth

4.43 9.4 Mil
—

Fidelity Series Intl Dev Mkts Bd Idx

3.89 8.2 Mil
—