Fidelity Advisor Freedom Blend 2030 Z (FJLMX)
Fund Assets | 4.00B |
Expense Ratio | 0.36% |
Min. Investment | $1,000,000,000 |
Turnover | 18.00% |
Dividend (ttm) | 0.30 |
Dividend Yield | 2.39% |
Dividend Growth | 21.46% |
Payout Frequency | Semi-Annual |
Ex-Dividend Date | May 9, 2025 |
Previous Close | 12.49 |
YTD Return | 12.12% |
1-Year Return | 15.75% |
5-Year Return | 49.17% |
52-Week Low | 10.54 |
52-Week High | 12.60 |
Beta (5Y) | n/a |
Holdings | 44 |
Inception Date | Aug 31, 2018 |
About FJLMX
Fidelity Advisor Freedom Blend 2030 Fund – Class Z is a target-date mutual fund designed for investors approaching retirement around 2030. The fund pursues a diversified, multi-asset allocation that gradually shifts from growth-oriented assets toward more income and capital preservation as the target date nears, following Fidelity’s research-driven glide path. It combines actively managed underlying strategies with index exposures where markets are deemed more efficient, seeking a balanced approach to cost, diversification, and potential excess return. The portfolio spans U.S. and international equities, investment-grade and high-yield bonds, inflation-hedging assets, and short-term instruments, reflecting a lifetime investing framework intended to support retirement income needs. Management and asset allocation are overseen by Fidelity’s multi-asset team, leveraging a large global research platform and ongoing risk management. Class Z is part of the Fidelity Advisor Freedom Blend lineup and shares the same philosophy and underlying architecture as other share classes, differing primarily by fee and distribution structure.
Performance
FJLMX had a total return of 15.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.13%.
Top 10 Holdings
63.37% of assetsName | Symbol | Weight |
---|---|---|
Fidelity Series Large Cap Value Index | FIOOX | 9.57% |
Fidelity Series Blue Chip Growth | FSBDX | 8.26% |
Fidelity Series Emerging Markets Opps | FEMSX | 7.02% |
Fidelity Series Government Bd Idx | FHNFX | 6.89% |
Fidelity Series Investment Grade Bond | FSIGX | 6.48% |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | 5.75% |
Fidelity Series Large Cp Grwth Idx | FHOFX | 5.26% |
Fidelity Series Large Cap Stock | FGLGX | 4.85% |
Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 4.76% |
Fidelity Series Long-Term Trs Bd Idx | FTLTX | 4.54% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
May 9, 2025 | $0.066 | May 12, 2025 |
Dec 30, 2024 | $0.234 | Dec 31, 2024 |
May 10, 2024 | $0.017 | May 13, 2024 |
Dec 28, 2023 | $0.230 | Dec 29, 2023 |
May 12, 2023 | $0.017 | May 15, 2023 |
Dec 29, 2022 | $0.258 | Dec 30, 2022 |