Fidelity Freedom K® 2020 (FFKDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month+0.14% 3 years+10.39%
3 months+0.48% 5 years+9.01%
1 year+9.21% Since inception+12.11%
Data through --

Peer Comparisonvs. Target date 2016-2020

Performance 5-yr return+9.01%+11.49%
Expense ratio0.57%1.00%
Risk 5 year sharpe ratio1.071.12
Net assets$17.8B$2.4B
Average market cap$31.1B$36.0B
Average P/E18.217.9
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock40.44%
Fixed income31.31%
International stock20.43%
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 F21.87%
FRLLX Fidelity® Series Equity-Income F6.60%
FFVNX Fidelity® Series International Value F6.53%
FFIGX Fidelity® Series International Growth F6.47%
FSHFX Fidelity® Series High Income F5.59%
FFGSX Fidelity® Series Growth Company F5.16%
FSFFX Fidelity® Series All-Sector Equity F5.11%
FTBTX Fidelity® Series Growth & Income F5.07%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F4.49%
FSBEX Fidelity® Series Blue Chip Growth F4.36%

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