Fidelity Freedom K® 2055 (FDENX)

11.94
Net Asset Value
-0.33%
1 Day
+0.34%
Year-to-Date
Overall Morningstar Rating
Target date 2051+
Style or Category
No Load
Sales Expenses
0.66%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until its target retirement date. 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 2055).

Performance

1 month-0.23% 3 years+12.83%
3 months+3.66% 5 years--
1 year+6.97% Since inception+8.75%
Data through --

Peer Comparisonvs. Target date 2051+

 FDENXCategory
Performance 5-yr return--+10.06%
Expense ratio0.66%0.97%
Risk 5 year sharpe ratio--0.76
Net assets$835.9M$121.6M
Average market cap$31.9B$33.5B
Average P/E18.517.9
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock61.00%
International stock28.78%
Fixed income5.64%
Cash3.93%
Other0.66%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income F9.75%
FFVNX Fidelity® Series International Value F8.87%
FFIGX Fidelity® Series International Growth F8.86%
FFGSX Fidelity® Series Growth Company F7.77%
FTBTX Fidelity® Series Growth & Income F7.54%
FSFFX Fidelity® Series All-Sector Equity F7.53%
FEMFX Fidelity® Series Emerging Markets F7.17%
FSBEX Fidelity® Series Blue Chip Growth F6.64%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F6.55%
FWWEX Fidelity® Series Opportunistic InsightsF4.94%

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