Fidelity Advisor Freedom 2035 Fund® Class A (FATHX)

13.58
Net Asset Value
-0.37%
1 Day
+3.19%
Year-to-Date
Overall Morningstar Rating
Target date 2031-2035
Style or Category
5.75
Sales Expenses
1.03%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2035).

Performance

1 month+2.95% 3 years+10.98%
3 months+2.40% 5 years+10.38%
1 year+8.72% Since inception+5.96%
Data through --

Peer Comparisonvs. Target date 2031-2035

 FATHXCategory
Performance 5-yr return+10.38%+10.11%
Expense ratio1.03%0.98%
Risk 5 year sharpe ratio0.840.89
Net assets$2.3B$1.6B
Average market cap$34.5B$33.6B
Average P/E18.418.0
Portfolio turnover48%48%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock62.94%
International stock26.79%
Fixed income5.50%
Cash4.18%
Other0.59%
Top 5 Sectors
Portfolio weighting
Financial service 19.56%
Industrial materials 15.25%
Energy 11.21%
Consumer goods 10.37%
Healthcare 10.34%
Top 10 Holdings
Portfolio weighting
FLMLX Fidelity Advisor® Series Equity-Income Fund11.43%
FIGSX Fidelity® Series International Growth Fund9.00%
FINVX Fidelity® Series International Value Fund8.79%
FMALX Fidelity Advisor® Series Growth & Income Fund7.93%
FSAEX Fidelity® Series All-Sector Equity7.76%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.68%
FEMSX Fidelity® Series Emerging Markets7.34%
FMFMX Fidelity Advisor® Series Equity Growth Fund5.93%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund5.91%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund5.45%

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