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Morningstar

Fidelity Advisor Freedom Blend 2010 Z6 FHZCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.75  /  −0.10 %
  • Total Assets 85.4 Mil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.74%
  • Turnover 41%

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

Morningstar’s Analysis FHZCX

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

  • People Pillar

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

More FHZCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

14.65 11.6 Mil
—

Fidelity Series Investment Grade Bond

10.46 8.3 Mil
—

Fidelity Series Government Bd Idx

10.45 8.3 Mil
—

Fidelity Series Corporate Bond

7.04 5.6 Mil
—

Fidelity Series Invest Grd Securtzd

6.93 5.5 Mil
—

Fidelity Series Emerging Markets Opps

5.32 4.2 Mil
—

Fidelity Series Treasury Bill Index

5.10 4.0 Mil
—

Fidelity Series Intl Dev Mkts Bd Idx

3.89 3.1 Mil
—

Fidelity Series Large Cap Value Index

3.70 2.9 Mil
—

Fidelity Series Long-Term Trs Bd Idx

3.59 2.8 Mil
—