Fidelity Freedom® 2050 (FFFHX)

10.99
Net Asset Value
-0.18%
1 Day
+3.97%
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+3.28% 3 years+11.97%
3 months+2.52% 5 years+11.26%
1 year+9.39% Since inception+4.73%
Data through --

Peer Comparisonvs. Target date 2046-2050

 FFFHXCategory
Performance 5-yr return+11.26%+10.07%
Expense ratio0.78%1.04%
Risk 5 year sharpe ratio0.820.88
Net assets$2.3B$600.1M
Average market cap$32.1B$31.2B
Average P/E18.318.1
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. stock61.65%
International stock28.18%
Fixed income5.88%
Cash3.63%
Other0.66%
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 Fund9.82%
FIGSX Fidelity® Series International Growth Fund8.70%
FINVX Fidelity® Series International Value Fund8.51%
FCGSX Fidelity® Series Growth Company Fund8.22%
FSAEX Fidelity® Series All-Sector Equity7.56%
FGLGX Fidelity® Series Growth & Income Fund7.51%
FEMSX Fidelity® Series Emerging Markets6.95%
FSBDX Fidelity® Series Blue Chip Growth Fund6.63%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund6.62%
FVWSX Fidelity® Series Opportunistic Insights Fund4.97%

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