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 2040 Investor FBIFX
- NAV / 1-Day Return 23.94 / +0.04 %
- Total Assets 20.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.120%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Extensive
- Status Open
- TTM Yield 1.92%
- Turnover 12%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:12 PM GMT+0
Morningstar’s Analysis FBIFX
Will FBIFX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Series Total Market Index | 51.20 | 10.8 Bil | — |
Fidelity Series Global ex US Index | 33.97 | 7.1 Bil | — |
Fidelity Series Bond Index | 8.02 | 1.7 Bil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.89 | 1.0 Bil | — |
Fidelity Series Intl Dev Mkts Bd Idx | 1.89 | 396.6 Mil | — |
Cash | 0.03 | 6.8 Mil | Cash and Equivalents |