Morningstar

Fidelity Advisor Freedom 2040 Fund - Class Z FIJPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 19.06  /  +0.47 %
  • Total Assets 3.2B
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.40%
  • Turnover 24%

USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:52 PM GMT+0

Morningstar’s Analysis FIJPX

Will FIJPX outperform in the 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 FIJPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

This robust target-date series recently underwent changes.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Updates to the Fidelity Advisor Freedom series continue to keep it a strong choice for retirement savers.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FIJPX

More FIJPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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10.05 319M
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Fidelity Series Emerging Markets Opps

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Fidelity Advisor Series Equity Gr

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Fidelity Series International Growth

6.77 215M
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Fidelity Series Overseas

6.69 213M
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Fidelity Series International Value

6.58 209M
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Fidelity Series Opportunistic Insights

6.34 202M
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Fidelity Series Stk Selec Lg Cp Val

5.59 178M
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Fidelity Series Value Discovery

5.56 177M
—

Fidelity Advisor Series Growth Opps

5.52 176M
—

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