Fidelity Advisor Freedom 2050 Fund - Class Z (FIJRX)
Fund Assets | 1.82B |
Expense Ratio | 0.65% |
Min. Investment | $0.00 |
Turnover | 25.00% |
Dividend (ttm) | 0.84 |
Dividend Yield | 5.81% |
Dividend Growth | 351.61% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 14.38 |
YTD Return | 12.85% |
1-Year Return | 16.29% |
5-Year Return | 79.54% |
52-Week Low | 12.09 |
52-Week High | 14.46 |
Beta (5Y) | n/a |
Holdings | 43 |
Inception Date | Oct 2, 2018 |
About FIJRX
Fidelity Advisor Freedom 2050 Fund Class Z is a target-date mutual fund designed for investors planning to retire around the year 2050. Its primary function is to provide high total return through a diversified portfolio that includes underlying Fidelity equity funds, international equity funds, bond funds, and short-term funds. This asset allocation is managed to align with a "glide path," gradually shifting from growth-oriented investments to more conservative allocations as the target retirement date approaches. As the fund nears 2050 and beyond, its focus shifts to seeking high current income with capital appreciation as a secondary objective. The fund's structure allows for automatic rebalancing, helping investors maintain an appropriate risk profile over time. With a substantial asset base and a focus on broad diversification, the Fidelity Advisor Freedom 2050 Fund Class Z plays a significant role in retirement planning by offering a turnkey solution for long-term growth, gradual risk reduction, and income generation in later years.
Performance
FIJRX had a total return of 16.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.01%.
Top 10 Holdings
73.40% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Stock Fund | FGLGX | 10.41% |
Fidelity Series Emerging Markets Opportunities Fund | FEMSX | 9.09% |
Fidelity Advisor Series Equity Growth Fund | FMFMX | 7.74% |
Fidelity Series International Value Fund | FINVX | 7.54% |
Fidelity Series Overseas Fund | FSOSX | 7.38% |
Fidelity Series International Growth Fund | FIGSX | 7.36% |
Fidelity Series Opportunistic Insights Fund | FVWSX | 6.70% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 5.82% |
Fidelity Series Value Discovery Fund | FNKLX | 5.77% |
Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 5.58% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.596 | May 12, 2025 |
Dec 30, 2024 | $0.244 | Dec 31, 2024 |
May 10, 2024 | $0.003 | May 13, 2024 |
Dec 28, 2023 | $0.183 | Dec 29, 2023 |
May 12, 2023 | $0.018 | May 15, 2023 |
Dec 29, 2022 | $0.213 | Dec 30, 2022 |