Fidelity Freedom® 2050 (FFFHX)

11.25
Net Asset Value
+0.18%
1 Day
+6.43%
Year-to-Date
Overall Morningstar Rating
Target date 2046-2050
Style or Category
No Load
Sales Expenses
0.78%
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 2050).

Performance

1 month+1.90% 3 years+13.22%
3 months+6.03% 5 years+9.61%
1 year+11.47% Since inception+5.18%
Data through --

Peer Comparisonvs. Target date 2046-2050

 FFFHXCategory
Performance 5-yr return+9.61%+9.81%
Expense ratio0.78%1.03%
Risk 5 year sharpe ratio0.770.82
Net assets$2.4B$639.6M
Average market cap$32.2B$32.2B
Average P/E18.918.8
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock61.04%
International stock28.87%
Fixed income5.96%
Cash3.45%
Other0.68%
Top 5 Sectors
Portfolio weighting
Financial service 17.63%
Industrial materials 14.54%
Consumer goods 12.79%
Energy 10.93%
Healthcare 10.24%
Top 10 Holdings
Portfolio weighting
FNKLX Fidelity® Series Equity-Income Fund9.51%
FIGSX Fidelity® Series International Growth Fund8.99%
FINVX Fidelity® Series International Value Fund8.79%
FCGSX Fidelity® Series Growth Company Fund8.51%
FSAEX Fidelity® Series All-Sector Equity7.46%
FGLGX Fidelity® Series Growth & Income Fund7.38%
FEMSX Fidelity® Series Emerging Markets7.07%
FSBDX Fidelity® Series Blue Chip Growth Fund6.60%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.39%
FVWSX Fidelity® Series Opportunistic Insights Fund4.93%

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