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 24.15 / +0.25 %
- Total Assets 21.4 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 16%
USD | NAV as of Jun 25, 2024 | 1-Day Return as of Jun 25, 2024, 10:16 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 | 50.41 | 10.3 Bil | — |
Fidelity Series Global ex US Index | 34.31 | 7.0 Bil | — |
Fidelity Series Bond Index | 8.43 | 1.7 Bil | — |
Fidelity Series Long-Term Trs Bd Idx | 4.84 | 987.0 Mil | — |
Ser Int Dev Mkt Bond Indx | 1.98 | 403.5 Mil | — |
Cash | 0.03 | 6.6 Mil | Cash and Equivalents |