Fidelity Advisor Freedom 2055 Z (FIJSX)
Fund Assets | 1.41B |
Expense Ratio | 0.65% |
Min. Investment | $0.00 |
Turnover | 25.00% |
Dividend (ttm) | 0.84 |
Dividend Yield | 4.93% |
Dividend Growth | 268.86% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 17.14 |
YTD Return | 18.88% |
1-Year Return | 14.51% |
5-Year Return | 70.99% |
52-Week Low | 13.50 |
52-Week High | 17.30 |
Beta (5Y) | 0.87 |
Holdings | 43 |
Inception Date | Oct 2, 2018 |
About FIJSX
Fidelity Advisor Freedom 2055 Fund - Class Z is a target-date mutual fund designed to help investors save for retirement with a planned horizon around the year 2055. The fund primarily seeks a high total return, shifting its focus toward principal preservation as it approaches and passes its target date. Its investment approach is rooted in a diversified asset allocation strategy, investing mainly in a mix of underlying Fidelity funds that span U.S. and international equities, fixed income, and short-term instruments. This structure allows the fund’s portfolio to automatically adjust over time, gradually becoming more conservative as the target date nears. As a result, it is particularly suited for individuals planning to retire near 2055, offering a single-fund retirement solution that dynamically manages market risk and asset allocation. The fund’s broad exposure across asset classes, sectors, and regions contributes to its role as a core holding in long-term retirement strategies.
Performance
FIJSX had a total return of 14.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.51%.
Top 10 Holdings
76.96% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Stock | FGLGX | 10.91% |
Fidelity Series Emerging Markets Opps | FEMSX | 9.96% |
Fidelity Advisor Series Equity Gr | FMFMX | 7.95% |
Fidelity Series International Value | FINVX | 7.67% |
Fidelity Series International Growth | FIGSX | 7.47% |
Fidelity Series Overseas | FSOSX | 7.40% |
Fidelity Series Opportunistic Insights | FVWSX | 6.97% |
Fidelity Series Value Discovery | FNKLX | 6.47% |
Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 6.44% |
Fidelity Advisor Series Growth Opps | FAOFX | 5.73% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.609 | May 12, 2025 |
Dec 30, 2024 | $0.232 | Dec 31, 2024 |
May 10, 2024 | $0.025 | May 13, 2024 |
Dec 28, 2023 | $0.203 | Dec 29, 2023 |
May 12, 2023 | $0.064 | May 15, 2023 |
Dec 29, 2022 | $0.258 | Dec 30, 2022 |