Morningstar

Fidelity Freedom 2070 Fund Class K FRBEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $13.40  /  −0.45 %
  • Fund Size $441.7M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2070+
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.18%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis FRBEX

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

  • People Pillar

    The People Pillar is our evaluation of the FRBEX 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 FRBEX’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 Freedom and Advisor Freedom target-date funds continue to keep them as strong choices for retirement savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FRBEX

More FRBEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Stock

11.12 47M
—

Fidelity Series Growth Company

10.92 46M
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Fidelity Series Emerging Markets Opps

10.86 46M
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Fidelity Series Overseas

7.69 33M
—

Fidelity Series International Value

7.62 32M
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Fidelity Series International Growth

7.61 32M
—

Fidelity Series Stk Selec Lg Cp Val

6.97 29M
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Fidelity Series Value Discovery

6.40 27M
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Fidelity Series Opportunistic Insights

6.27 27M
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Fidelity Series Blue Chip Growth

6.00 25M
—

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