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Morningstar

Fidelity Advisor Freedom® 2040 M FTFFX

Morningstar Analyst Rating
Analyst rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.82  /  1.00 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 1.47%
  • Turnover 26%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis FTFFX

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

People Pillar

The People Pillar is our evaluation of the FTFFX 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 FTFFX’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 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.

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