Fidelity Freedom K® 2020 (FFKDX)

14.71
Net Asset Value
+0.20%
1 Day
+3.30%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.57%
Expense Ratio
Above 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 2020).

Performance

1 month+2.59% 3 years+8.73%
3 months+1.91% 5 years+9.16%
1 year+7.14% Since inception+11.02%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+9.16%+7.91%
Expense ratio0.57%0.97%
Risk 5 year sharpe ratio0.971.00
Net assets$17.1B$2.3B
Average market cap$32.1B$35.7B
Average P/E18.317.8
Portfolio turnover43%43%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock42.70%
Fixed income31.50%
International stock19.22%
Cash6.05%
Other0.53%
Top 5 Sectors
Portfolio weighting
Financial service 18.58%
Industrial materials 14.45%
Consumer goods 12.49%
Energy 10.83%
Healthcare 10.19%
Top 10 Holdings
Portfolio weighting
FIBFX Fidelity® Series Investment Grade Bond Fund Class F25.21%
FRLLX Fidelity® Series Equity-Income Fund Class F6.81%
FFIGX Fidelity® Series International Growth Fund F5.89%
FFGSX Fidelity® Series Growth Company Fund Class F5.75%
FFVNX Fidelity® Series International Value Fund Class F5.74%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.24%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.22%
FEMFX Fidelity® Series Emerging Markets Fund Class F4.79%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.59%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.57%

To view my watchlist

Not a member yet?

Sign up now for a free account