Morningstar

Fidelity Advisor Freedom Blend 2065 I FAXFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.90  /  −0.51 %
  • Total Assets 217.1 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2065+
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.34%
  • Turnover 36%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:10 PM GMT+0

Morningstar’s Analysis FAXFX

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

  • People Pillar

    The People Pillar is our evaluation of the FAXFX 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 FAXFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A robust target-date series.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

The Fidelity Freedom Blend and Advisor Freedom Blend target-date funds benefit from an experienced team and strong supporting resources. Combined with their prudent mix of well-regarded underlying strategies, the funds continue to be strong choices for savers.

by Mahi Roy
Rated on Published on

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Portfolio Holdings FAXFX

More FAXFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Large Cap Value Index

14.99 30.9 Mil
—

Fidelity Series Blue Chip Growth

11.46 23.6 Mil
—

Fidelity Series Emerging Markets Opps

10.59 21.8 Mil
—

Fidelity Series Large Cp Grwth Idx

7.34 15.1 Mil
—

Fidelity Series International Value

7.20 14.8 Mil
—

Fidelity Series Overseas

7.08 14.6 Mil
—

Fidelity Series Large Cap Stock

7.04 14.5 Mil
—

Fidelity Series International Growth

6.97 14.4 Mil
—

Fidelity Series Value Discovery

5.33 11.0 Mil
—

Fidelity Series Long-Term Trs Bd Idx

4.30 8.8 Mil
—

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