Morningstar

Fidelity Advisor Freedom Blend 2025 I FJADX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.47  /  0.00
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.94%
  • Turnover 14%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FJADX

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

  • People Pillar

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

More FJADX 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

9.15 160.8 Mil
—

Fidelity Series Large Cap Value Index

8.29 145.6 Mil
—

Fidelity Series Government Bd Idx

7.48 131.4 Mil
—

Fidelity Series Investment Grade Bond

7.25 127.4 Mil
—

Fidelity Series Emerging Markets Opps

7.09 124.7 Mil
—

Fidelity Series Blue Chip Growth

6.89 121.0 Mil
—

Fidelity Series Corporate Bond

4.77 83.9 Mil
—

Fidelity Series Invest Grd Securtzd

4.67 82.0 Mil
—

Fidelity Series Large Cp Grwth Idx

4.44 78.0 Mil
—

Fidelity Series International Growth

4.33 76.2 Mil
—

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