Fidelity Advisor Freedom 2040 Z (FIJPX)
| Fund Assets | 2.89B |
| Expense Ratio | 0.64% |
| Min. Investment | $0.00 |
| Turnover | 24.00% |
| Dividend (ttm) | 1.21 |
| Dividend Yield | 6.55% |
| Dividend Growth | 294.14% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | May 9, 2025 |
| Previous Close | 18.52 |
| YTD Return | 17.14% |
| 1-Year Return | 21.33% |
| 5-Year Return | 77.35% |
| 52-Week Low | 15.09 |
| 52-Week High | 18.52 |
| Beta (5Y) | n/a |
| Holdings | 45 |
| Inception Date | Oct 2, 2018 |
About FIJPX
Fidelity Advisor Freedom 2040 Fund - Class Z is a target-date mutual fund designed to help investors plan for retirement around the year 2040. The fund primarily seeks high total return as its main objective, with a secondary goal of preserving principal as it nears its target date and beyond. Its investment strategy involves allocating assets across a diversified mix of underlying Fidelity funds, which include domestic equities, international equities, bonds, and short-term instruments. This diversified approach is intended to provide broad market exposure while dynamically adjusting the asset mix to reduce risk as the retirement date approaches. The fund is suitable for individuals who expect to retire at or near age 65 in or around 2040. Notably, its portfolio is regularly rebalanced to align with the evolving risk profile of investors as they move closer to retirement. With a substantial asset base and a disciplined asset allocation process, the fund plays a significant role in the retirement planning market, offering a streamlined investment solution within a single fund vehicle.
Performance
FIJPX had a total return of 21.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.24%.
Top 10 Holdings
70.55% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Series Large Cap Stock | FGLGX | 10.02% |
| Fidelity Series Emerging Markets Opps | FEMSX | 9.23% |
| Fidelity Advisor Series Equity Gr | FMFMX | 7.44% |
| Fidelity Series International Value | FINVX | 6.90% |
| Fidelity Series International Growth | FIGSX | 6.82% |
| Fidelity Series Overseas | FSOSX | 6.74% |
| Fidelity Series Opportunistic Insights | FVWSX | 6.38% |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.70% |
| Fidelity Series Investment Grade Bond | FSIGX | 5.68% |
| Fidelity Series Value Discovery | FNKLX | 5.63% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| May 9, 2025 | $0.779 | May 12, 2025 |
| Dec 30, 2024 | $0.431 | Dec 31, 2024 |
| May 10, 2024 | $0.070 | May 13, 2024 |
| Dec 28, 2023 | $0.237 | Dec 29, 2023 |
| Dec 29, 2022 | $0.274 | Dec 30, 2022 |
| May 13, 2022 | $1.189 | May 16, 2022 |