Morningstar

Fidelity Advisor Freedom 2025 Fund - Class I FITWX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $14.21  /  −0.49 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2025
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Extensive
  • Investment Status Open
  • TTM Yield 2.11%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis FITWX

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

  • People Pillar

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

More FITWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

22.92 443M
—

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

8.50 164M
—

Fidelity Series Emerging Markets Opps

7.24 140M
—

Fidelity Series Large Cap Stock

6.71 130M
—

Ultra 10 Year US Treasury Note Future Dec 26

4.77 92M
Government

Fidelity Advisor Series Equity Gr

4.68 90M
—

Fidelity Series Intl Dev Mkts Bd Idx

4.62 89M
—

Fidelity Series Overseas

4.37 84M
—

Fidelity Series International Value

4.36 84M
—

Fidelity Series International Growth

4.32 83M
—

Sponsor Center