Fidelity Freedom K® 2020 (FFKDX)

14.65
Net Asset Value
+0.55%
1 Day
+2.88%
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 month0.00% 3 years+10.67%
3 months+1.70% 5 years+9.42%
1 year+7.27% Since inception+11.30%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+9.42%+7.60%
Expense ratio0.57%0.97%
Risk 5 year sharpe ratio0.900.91
Net assets$17.5B$2.4B
Average market cap$31.8B$36.8B
Average P/E18.818.3
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--

Holdings

U.S. stock41.39%
Fixed income33.34%
International stock20.00%
Cash4.72%
Other0.55%
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 F27.11%
FRLLX Fidelity® Series Equity-Income Fund Class F6.60%
FFIGX Fidelity® Series International Growth Fund F5.91%
FFGSX Fidelity® Series Growth Company Fund Class F5.87%
FFVNX Fidelity® Series International Value Fund Class F5.86%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.52%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.05%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.03%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.39%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.97%

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