Fidelity Freedom Index target-date series offers a simplified, cheaper version of the firm’s best thinking around retirement. Continued strength from the topnotch resources at the managers’ disposal also warrant a People Pillar upgrade to High from Above Average.
Fidelity Freedom Index 2025 Instl Prem FFEDX
- NAV / 1-Day Return 18.31 / +0.55 %
- Total Assets 13.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.36%
- Turnover 14%
USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:15 AM GMT+0
Morningstar’s Analysis FFEDX
Will FFEDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Total Market Index | 31.48 | 4.4 Bil | — |
Fidelity Series Bond Index | 29.08 | 4.0 Bil | — |
Fidelity Series Global ex US Index | 21.43 | 3.0 Bil | — |
Series 5+ Yr Tips Index | 8.95 | 1.2 Bil | — |
Ser Int Dev Mkt Bond Indx | 5.01 | 694.9 Mil | — |
Fidelity Series Long-Term Trs Bd Idx | 3.95 | 548.7 Mil | — |
Cash | 0.09 | 12.6 Mil | Cash and Equivalents |