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Fidelity Freedom K® 2020 Fund (FFKDX)

14.26
Net Asset Value
+0.42%
1 Day
+5.47%
Year-to-Date
Overall Morningstar Rating
Target-date 2020
Style or Category
No Load
Sales Expenses
0.58%
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 Fidelity  domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom  K Income Fund (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+0.50% 3 years+5.54%
3 months+7.66% 5 years+8.01%
1 year+9.75% Since inception+9.48%
Data through --

Peer Comparisonvs. Target-date 2020

 FFKDXCategory
Performance 5-yr return+8.01%+5.08%
Expense ratio0.58%0.88%
Risk 5 year sharpe ratio0.880.88
Net assets$16.7B$2.4B
Average market cap$29.7B$39.6B
Average P/E17.918.8
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock39.52%
Fixed income29.67%
International stock21.68%
Cash8.58%
Other0.54%
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 F24.04%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.73%
FRLLX Fidelity® Series Equity-Income Fund Class F6.39%
FFIGX Fidelity® Series International Growth Fund F5.98%
FFVNX Fidelity® Series International Value Fund Class F5.92%
FFGSX Fidelity® Series Growth Company Fund Class F5.70%
FTBTX Fidelity® Series Growth & Income Fund Class F4.80%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.63%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.20%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.75%