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Morningstar

Fidelity Advisor Freedom® Income M FTAFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 9.46  /  0.00
  • Total Assets 170.0 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.55%
  • Turnover 26%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis FTAFX

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

People Pillar

The People Pillar is our evaluation of the FTAFX 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 FTAFX’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 Adam Millson

Adam Millson

Associate Director

Summary

The Fidelity Advisor Freedom target-dates 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 Z6 share class, Bronze for its I and Z shares, and Neutral for its priciest shares.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTAFX

More FTAFX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 38
  • % Assets in Top 10 Holdings 82.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

38.64
67,786,038
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

19.80
34,730,434
—

Fidelity® Series Government Money Mkt

8.84
15,504,670
Cash and Equivalents

Fidelity® Series Emerging Markets Opps

5.15
9,037,774
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.85
6,750,120
—

Fidelity® Series Long-Term Trs Bd Idx

3.57
6,269,238
—

US 5 Year Note (CBT) Sept13

2.44
4,272,812
Government

US 10 Year Note (CBT) Sept13

2.22
3,899,219
Government

Fidelity® Series Short-Term Credit

2.21
3,873,784
—

Fidelity® Series International Value

2.12
3,726,832
—