Skip to Content
Morningstar

Fidelity Advisor Freedom 2025 Z FIJMX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.57  /  +0.48 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.35%
  • Turnover 14%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FIJMX

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

  • People Pillar

    The People Pillar is our evaluation of the FIJMX 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 FIJMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option for retirement savers.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Fidelity's topnotch asset-allocation team, research-intensive approach, and multitude of well-regarded underlying strategies across asset classes help the Fidelity Advisor Freedom target-date series stand out.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIJMX

More FIJMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

24.49 544.9 Mil
—

Series 5+ Yr Tips Index

9.01 200.5 Mil
—

Fidelity Series Emerging Markets Opps

7.61 169.2 Mil
—

Fidelity Series Large Cap Stock

5.88 130.8 Mil
—

Fidelity Series International Value

4.91 109.1 Mil
—

Fidelity Series Overseas

4.85 107.9 Mil
—

Fidelity Series International Growth

4.79 106.6 Mil
—

Fidelity Advisor Series Equity Gr

4.29 95.4 Mil
—

Ser Int Dev Mkt Bond Indx

3.89 86.6 Mil
—

Fidelity Series Long-Term Trs Bd Idx

3.80 84.5 Mil
—