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Morningstar

Fidelity Freedom® Index 2020 Investor FPIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 14.36  /  1.10 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.53%
  • Turnover 21%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis FPIFX

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

People Pillar

The People Pillar is our evaluation of the FPIFX 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 FPIFX’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

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Portfolio Holdings FPIFX

More FPIFX 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

32.56
2,359,315,171
—

Fidelity® Series Total Market Index

27.91
2,022,075,745
—

Fidelity® Series Global ex US Index

18.08
1,309,908,696
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

7.88
570,739,514
—

Fidelity® Series Intl Dev Mkts Bd Idx

5.08
368,021,714
—

Fidelity® Series Long-Term Trs Bd Idx

3.67
265,596,176
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

3.02
218,877,003
—

Fidelity® Series Treasury Bill Index

1.71
123,959,928
—

Cash Offsets For Shorts & Derivatives

0.10
7,234,984
Cash and Equivalents

Fidelity® Cash Central Fund

< 0.01
9,568
Cash and Equivalents