Morningstar

Fidelity Advisor Freedom 2035 Fund - Class I FITHX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.20  /  +0.35 %
  • Fund Size $3.1B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2035
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 1.63%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis FITHX

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

  • People Pillar

    The People Pillar is our evaluation of the FITHX 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 FITHX’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

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Portfolio Holdings FITHX

More FITHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

16.11 517M
—

Fidelity Series Emerging Markets Opps

8.70 280M
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Fidelity Series Large Cap Stock

8.61 276M
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Fidelity Advisor Series Equity Gr

5.99 192M
—

Fidelity Series Overseas

5.52 177M
—

Fidelity Series International Value

5.47 176M
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Fidelity Series International Growth

5.45 175M
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Fidelity Series Opportunistic Insights

5.06 162M
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Fidelity Series Value Discovery

4.72 152M
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Fidelity Series Stk Selec Lg Cp Val

4.68 150M
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