Skip to Content
Morningstar

Fidelity Advisor Freedom 2040 M FTFFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.54  /  −0.89 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 0.88%
  • Turnover 22%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

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 solid option for retirement savers.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

Fidelity's topnotch asset-allocation team, research-intensive approach, and multitude of well-regarded underlying strategies across asset classes help the Fidelity Advisor Freedom target-date series stand out.

by Adam Millson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTFFX

More FTFFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Emerging Markets Opps

10.06 271.0 Mil
—

Fidelity Series Large Cap Stock

9.65 259.9 Mil
—

Fidelity Series Overseas

7.57 204.0 Mil
—

Fidelity Series International Growth

7.52 202.6 Mil
—

Fidelity Series International Value

7.50 202.0 Mil
—

Fidelity Advisor Series Equity Gr

7.21 194.3 Mil
—

Fidelity Series Opportunistic Insights

5.73 154.3 Mil
—

Fidelity Series Value Discovery

5.72 154.1 Mil
—

Fidelity Series Stk Selec Lg Cp Val

5.57 150.0 Mil
—

Fidelity Series Long-Term Trs Bd Idx

5.16 139.1 Mil
—