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Fidelity Freedom K® 2020 Fund (FFKDX)

14.31
Net Asset Value
+0.14%
1 Day
+5.84%
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+1.85% 3 years+4.84%
3 months+1.92% 5 years+7.52%
1 year+7.75% Since inception+9.09%
Data through --

Peer Comparisonvs. Target-date 2020

 FFKDXCategory
Performance 5-yr return+7.52%+7.67%
Expense ratio0.58%0.87%
Risk 5 year sharpe ratio1.031.00
Net assets$16.4B$2.4B
Average market cap$30.9B$40.6B
Average P/E18.618.9
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. stock37.49%
Fixed income30.40%
International stock21.94%
Cash9.66%
Other0.51%
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 F24.01%
FEMFX Fidelity® Series Emerging Markets Fund Class F8.07%
FRLLX Fidelity® Series Equity-Income Fund Class F6.40%
FFVNX Fidelity® Series International Value Fund Class F6.06%
FFIGX Fidelity® Series International Growth Fund F5.90%
FFGSX Fidelity® Series Growth Company Fund Class F5.49%
FTBTX Fidelity® Series Growth & Income Fund Class F4.85%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.28%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.84%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.24%