Fidelity Freedom K® 2055 (FDENX)

12.50
Net Asset Value
-0.24%
1 Day
+5.04%
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+1.66% 3 years+15.76%
3 months+3.23% 5 years--
1 year+11.81% Since inception+9.26%
Data through --

Peer Comparisonvs. Target date 2051+

 FDENXCategory
Performance 5-yr return--+10.15%
Expense ratio0.66%0.97%
Risk 5 year sharpe ratio--0.80
Net assets$1.0B$142.4M
Average market cap$31.8B$33.6B
Average P/E18.818.6
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. stock60.60%
International stock29.45%
Fixed income5.75%
Cash3.53%
Other0.68%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FRLLX Fidelity® Series Equity-Income Fund Class F9.65%
FFIGX Fidelity® Series International Growth Fund F9.02%
FFVNX Fidelity® Series International Value Fund Class F8.88%
FFGSX Fidelity® Series Growth Company Fund Class F8.37%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.55%
FSFFX Fidelity® Series All-Sector Equity Fund Class F7.43%
FTBTX Fidelity® Series Growth &, Income Fund Class F7.40%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F6.50%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F5.77%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F4.94%

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