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Fidelity Advisor Freedom® 2035 Fund Class A (FATHX)

14.76
Net Asset Value
+0.07%
1 Day
+15.49%
Year-to-Date
Overall Morningstar Rating
Target-date 2035
Style or Category
5.75
Sales Expenses
1.00%
Expense Ratio
High
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+2.01% 3 years+9.93%
3 months+4.24% 5 years+9.55%
1 year+20.95% Since inception+6.55%
Data through --

Peer Comparisonvs. Target-date 2035

 FATHXCategory
Performance 5-yr return+9.55%+9.12%
Expense ratio1.00%0.84%
Risk 5 year sharpe ratio1.071.10
Net assets$2.3B$2.2B
Average market cap$39.6B$38.0B
Average P/E20.619.2
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock56.35%
International stock31.68%
Fixed income6.69%
Cash4.82%
Other0.46%
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
FMALX Fidelity Advisor® Series Growth & Income Fund11.49%
FEMSX Fidelity® Series Emerging Markets Fund10.36%
FIGSX Fidelity® Series International Growth Fund9.31%
FINVX Fidelity® Series International Value Fund9.30%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.48%
FLMLX Fidelity Advisor® Series Equity-Income Fund7.28%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.37%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund5.86%
FSAEX Fidelity® Series All-Sector Equity Fund4.38%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.13%