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Morningstar

Fidelity Freedom® Index 2015 Investor FLIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.98  /  0.14 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.57%
  • Turnover 22%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:17 PM GMT+0

Morningstar’s Analysis FLIFX

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

People Pillar

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

A simple, low-cost investment that benefits from Fidelity’s retirement research engine.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement. Continued strength from the topnotch resources at the managers’ disposal also warrant a People Pillar upgrade to High from Above Average.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings FLIFX

More FLIFX Holdings
  • Current Portfolio Date
  • 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

35.94
707,928,771
—

Fidelity® Series Total Market Index

21.98
432,873,133
—

Fidelity® Series Global ex US Index

14.50
285,552,435
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

9.03
177,885,062
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

5.23
102,931,505
—

Fidelity® Series Intl Dev Mkts Bd Idx

5.12
100,756,133
—

Fidelity® Series Treasury Bill Index

4.77
93,961,360
—

Fidelity® Series Long-Term Trs Bd Idx

3.31
65,166,962
—

Cash Offsets For Shorts & Derivatives

0.13
2,573,460
Cash and Equivalents

Fidelity® Cash Central Fund

< 0.01
1,836
Cash and Equivalents