Fidelity Freedom® 2050 (FFFHX)

11.03
Net Asset Value
-0.18%
1 Day
+4.35%
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+0.99% 3 years+15.17%
3 months+2.93% 5 years+12.34%
1 year+11.07% Since inception+5.32%
Data through --

Peer Comparisonvs. Target date 2046-2050

 FFFHXCategory
Performance 5-yr return+12.34%+9.81%
Expense ratio0.78%1.03%
Risk 5 year sharpe ratio0.780.81
Net assets$2.4B$657.9M
Average market cap$31.8B$31.9B
Average P/E18.818.8
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. stock60.61%
International stock29.50%
Fixed income5.88%
Cash3.33%
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 Fund9.66%
FIGSX Fidelity® Series International Growth Fund8.99%
FINVX Fidelity® Series International Value Fund8.86%
FCGSX Fidelity® Series Growth Company Fund8.61%
FEMSX Fidelity® Series Emerging Markets7.65%
FSAEX Fidelity® Series All-Sector Equity7.40%
FGLGX Fidelity® Series Growth & Income Fund7.37%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.42%
FSBDX Fidelity® Series Blue Chip Growth Fund5.89%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.92%

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