Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Fidelity Holdings Turnover Assessment
According to company disclosure Fidelity Advisor Freedom 2040 A has Holdings Turnover of 26.0%. This is 64.44% lower than that of Fidelity Investments family, and 5.05% higher than that of Family category, The Holdings Turnover for all funds is 50.49% higher than the company.
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Fidelity is currently under evaluation in holdings turnover among similar funds.
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