FBIFX : Fidelity Freedom® Index 2040 Fund Investor Class

FBIFX is a Allocation Market Target-Date with LOW fees.

FBIFX

Fidelity Freedom® Index 2040 Fund Investor Class

FI Score

82 /100

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

82% FI Score
  • fbifx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Index 2040 Fund Investor Class

Expenses: 0.12% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds), each of which (excluding any money market fund) seeks to provide investment results that correspond to the total return of a specific index.

Largest Holdings

Amount Holding
55.68% Fidelity® Series Total Market Index
35.08% Fidelity® Series Global ex US Index
6.48% Fidelity® Series Bond Index
2.76% Fidelity® Series Long-Term Trs Bd Idx

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