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Fidelity Advisor Freedom® 2035 Fund Class A (FATHX)

12.99
Net Asset Value
+1.17%
1 Day
+4.67%
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+3.67% 3 years+4.96%
3 months+0.54% 5 years+8.90%
1 year+6.93% Since inception+5.66%
Data through --

Peer Comparisonvs. Target-date 2035

 FATHXCategory
Performance 5-yr return+8.90%+10.49%
Expense ratio1.02%0.87%
Risk 5 year sharpe ratio0.910.96
Net assets$2.1B$1.8B
Average market cap$34.5B$36.9B
Average P/E19.118.9
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. stock59.01%
International stock29.85%
Fixed income5.53%
Cash5.14%
Other0.47%
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 Fund11.91%
FEMSX Fidelity® Series Emerging Markets Fund10.18%
FINVX Fidelity® Series International Value Fund9.25%
FIGSX Fidelity® Series International Growth Fund9.00%
FMALX Fidelity Advisor® Series Growth & Income Fund8.29%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.92%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.54%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund6.15%
FSAEX Fidelity® Series All-Sector Equity Fund4.65%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.28%