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Fidelity Freedom K® 2020 Fund (FFKDX)

12.44
Net Asset Value
-0.88%
1 Day
-7.99%
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-3.86% 3 years+2.22%
3 months-9.13% 5 years+3.36%
1 year-9.07% Since inception+8.66%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+3.36%+5.11%
Expense ratio0.57%0.90%
Risk 5 year sharpe ratio0.580.62
Net assets$15.5B$2.2B
Average market cap$31.3B$37.8B
Average P/E17.817.6
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock41.28%
Fixed income30.71%
International stock19.93%
Cash7.77%
Other0.30%
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 F25.82%
FRLLX Fidelity® Series Equity-Income Fund Class F6.56%
FEMFX Fidelity® Series Emerging Markets Fund Class F6.47%
FFGSX Fidelity® Series Growth Company Fund Class F6.30%
FFIGX Fidelity® Series International Growth Fund F5.64%
FFVNX Fidelity® Series International Value Fund Class F5.62%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.02%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.99%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.25%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.53%

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