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Morningstar

Fidelity Freedom® 2050 K FNSBX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 10.88  /  1.12 %
  • Total Assets 15.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 1.90%
  • Turnover 29%

USD | NAV as of Mar 29, 2023 | 1-Day Return as of Mar 29, 2023, 10:25 PM GMT+0

Morningstar’s Analysis FNSBX

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

People Pillar

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

A well-informed glide path with topnotch underlying funds throughout.

Associate Director

Summary

| by Adam Millson

The Fidelity Freedom target-date series’ robust asset-allocation team has driven consistent, well-researched enhancements to its glide path over time. A stable of strong underlying funds also gives this series a leg up. It earns a Morningstar Analyst Rating of Silver for its cheapest K6 share class, while its pricier shares are rated Bronze.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FNSBX

More FNSBX Holdings
  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 42
  • % Assets in Top 10 Holdings 75.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Emerging Markets Opps

12.98
2,011,161,220
—

Fidelity® Series Growth Company

8.94
1,384,786,376
—

Fidelity® Series Large Cap Stock

8.57
1,327,254,554
—

Fidelity® Series International Growth

7.67
1,188,390,402
—

Fidelity® Series Overseas

7.58
1,174,750,003
—

Fidelity® Series International Value

7.52
1,164,286,416
—

Fidelity® Series Stk Selec Lg Cp Val

5.87
908,924,581
—

Fidelity® Series Long-Term Trs Bd Idx

5.62
870,566,906
—

Fidelity® Series Opportunistic Insights

5.25
812,674,512
—

Fidelity® Series Blue Chip Growth

5.00
774,745,749
—