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Morningstar

Fidelity Freedom® Index 2030 Investor FXIFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 18.07  /  0.61 %
  • Total Assets 17.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 2.13%
  • Turnover 20%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:15 PM GMT+0

Morningstar’s Analysis FXIFX

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

People Pillar

The People Pillar is our evaluation of the FXIFX 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 FXIFX’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 FXIFX

More FXIFX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Total Market Index

36.64
6,509,715,281
—

Fidelity® Series Bond Index

25.39
4,511,941,534
—

Fidelity® Series Global ex US Index

24.51
4,354,995,282
—

Fidelity® Series Intl Dev Mkts Bd Idx

4.90
870,806,895
—

Fidelity® Series Long-Term Trs Bd Idx

4.62
820,600,748
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

3.88
689,708,446
—

Cash Offsets For Shorts & Derivatives

0.06
10,624,186
Cash and Equivalents