Advertisement
Skip to Content
Morningstar

Fidelity Freedom® Index 2005 Investor FJIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.32  /  0.08 %
  • Total Assets 253.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.67%
  • Turnover 44%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FJIFX

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

People Pillar

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

Simple, low-cost exposure to Fidelity's retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement using well-managed index funds. All share classes earn a Morningstar Analyst Rating of Silver.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FJIFX

More FJIFX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Bond Index

42.58
107,775,790
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

19.32
48,906,869
—

Fidelity® Series Total Market Index

11.99
30,352,270
—

Fidelity® Series Treasury Bill Index

9.66
24,464,888
—

Fidelity® Series Global ex US Index

8.01
20,287,365
—

Fidelity® Series Intl Dev Mkts Bd Idx

4.98
12,593,849
—

Fidelity® Series Long-Term Trs Bd Idx

3.04
7,698,408
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

0.29
726,162
—

Cash Offsets For Shorts & Derivatives

0.13
326,584
Cash and Equivalents

Fidelity Revere Str Tr

< 0.01
9,880
Cash and Equivalents