Morningstar

Fidelity Freedom 2050 Fund - Class K6 FZTKX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $17.43  /  −1.53 %
  • Fund Size $25.5B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.36%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis FZTKX

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

  • People Pillar

    The People Pillar is our evaluation of the FZTKX 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 FZTKX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FZTKX

More FZTKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Stock

10.82 3B
—

Fidelity Series Emerging Markets Opps

10.77 3B
—

Fidelity Series Growth Company

10.58 3B
—

Fidelity Series Overseas

7.47 2B
—

Fidelity Series International Growth

7.42 2B
—

Fidelity Series International Value

7.39 2B
—

Fidelity Series Stk Selec Lg Cp Val

6.78 2B
—

Fidelity Series Value Discovery

6.23 2B
—

Fidelity Series Opportunistic Insights

6.06 2B
—

Fidelity Series Blue Chip Growth

5.78 2B
—

Sponsor Center