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Fidelity Advisor Freedom® 2035 Fund Class A (FATHX)

13.86
Net Asset Value
+0.73%
1 Day
+8.45%
Year-to-Date
Overall Morningstar Rating
Target-date 2035
Style or Category
5.75
Sales Expenses
1.02%
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 Fidelity ® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Advisor Freedom ® Income Fund (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+2.44% 3 years+6.82%
3 months+4.68% 5 years+8.90%
1 year+15.30% Since inception+6.14%
Data through --

Peer Comparisonvs. Target-date 2035

 FATHXCategory
Performance 5-yr return+8.90%+7.91%
Expense ratio1.02%0.86%
Risk 5 year sharpe ratio0.880.90
Net assets$2.2B$2.0B
Average market cap$35.4B$35.5B
Average P/E19.419.5
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock59.17%
International stock30.21%
Cash5.92%
Fixed income4.21%
Other0.49%
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 Fund11.74%
FEMSX Fidelity® Series Emerging Markets Fund10.08%
FIGSX Fidelity® Series International Growth Fund9.27%
FINVX Fidelity® Series International Value Fund9.16%
FMALX Fidelity Advisor® Series Growth & Income Fund8.15%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.91%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.72%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund6.17%
FSAEX Fidelity® Series All-Sector Equity Fund4.64%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.41%