Fidelity Advisor Freedom 2035 Fund - Class Z (FIJOX)
Fund Assets | 2.94B |
Expense Ratio | 0.60% |
Min. Investment | $0.00 |
Turnover | 22.00% |
Dividend (ttm) | 1.05 |
Dividend Yield | 6.83% |
Dividend Growth | 180.80% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 15.42 |
YTD Return | 11.23% |
1-Year Return | 18.12% |
5-Year Return | 61.06% |
52-Week Low | 13.61 |
52-Week High | 15.67 |
Beta (5Y) | n/a |
Holdings | 43 |
Inception Date | Oct 2, 2018 |
About FIJOX
Fidelity Advisor Freedom 2035 Fund - Class Z is a target-date mutual fund designed to help investors plan for retirement around the year 2035. The fund employs a diversified investment strategy, allocating assets across a mix of Fidelity’s equity, fixed-income, and money market funds. Its primary objective is to achieve a high total return, with a secondary focus on principal preservation as the target retirement year approaches. Notably, the fund’s asset allocation shifts over time: it starts with a higher proportion in growth-oriented investments and gradually transitions toward more conservative holdings as 2035 nears, reflecting typical lifecycle investment principles. This fund stands out for its moderate asset allocation and the use of actively managed Fidelity funds within its portfolio, which, as of late 2024, included a significant allocation to equities and bonds. With over $2 billion in assets, it supports semi-annual dividend distributions and features a competitive expense profile for its category. Fidelity Advisor Freedom 2035 Fund - Class Z is widely utilized by individuals and plan sponsors seeking a comprehensive retirement solution integrated within 401(k) and other retirement savings plans.
Performance
FIJOX had a total return of 18.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.95%.
Top 10 Holdings
67.20% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Investment Grade Bond Fund | FSIGX | 15.11% |
Fidelity Series Large Cap Stock Fund | FGLGX | 7.88% |
Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 7.31% |
Fidelity Advisor Series Equity Growth Fund | FMFMX | 5.86% |
Fidelity Series International Value Fund | FINVX | 5.81% |
Fidelity Series Overseas Fund | FSOSX | 5.64% |
Fidelity Series International Growth Fund | FIGSX | 5.63% |
Fidelity Series Opportunistic Insights Fund | FVWSX | 5.06% |
Fidelity Series Long-Term Treasury Bond Index Fund | FTLTX | 4.49% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 4.41% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.632 | May 12, 2025 |
Dec 30, 2024 | $0.421 | Dec 31, 2024 |
May 10, 2024 | $0.117 | May 13, 2024 |
Dec 28, 2023 | $0.258 | Dec 29, 2023 |
Dec 29, 2022 | $0.282 | Dec 30, 2022 |
May 13, 2022 | $0.947 | May 16, 2022 |