Morningstar

Fidelity Advisor Freedom Blend 2025 Z FJABX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.53  /  +0.79 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.16%
  • Turnover 14%

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

Morningstar’s Analysis FJABX

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

  • People Pillar

    The People Pillar is our evaluation of the FJABX 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 FJABX’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 FJABX

More FJABX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

9.19 160.9 Mil
—

Fidelity Series Large Cap Value Index

8.61 150.7 Mil
—

Fidelity Series Government Bd Idx

7.37 129.0 Mil
—

Fidelity Series Investment Grade Bond

7.25 126.8 Mil
—

Fidelity Series Emerging Markets Opps

7.22 126.3 Mil
—

Fidelity Series Blue Chip Growth

6.54 114.4 Mil
—

Fidelity Series Corporate Bond

4.84 84.7 Mil
—

Fidelity Series Invest Grd Securtzd

4.72 82.6 Mil
—

Fidelity Series International Value

4.33 75.7 Mil
—

Fidelity Series Overseas

4.25 74.5 Mil
—

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