Fidelity Freedom K® 2020 (FFKDX)

14.59
Net Asset Value
+0.27%
1 Day
+2.46%
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-0.61% 3 years+8.11%
3 months+1.83% 5 years+8.20%
1 year+7.48% Since inception+11.53%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+8.20%+7.91%
Expense ratio0.57%0.97%
Risk 5 year sharpe ratio1.001.02
Net assets$17.7B$2.4B
Average market cap$31.0B$36.4B
Average P/E18.217.8
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. stock41.43%
Fixed income32.51%
International stock19.67%
Cash5.81%
Other0.58%
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 F26.72%
FRLLX Fidelity® Series Equity-Income Fund Class F6.44%
FFIGX Fidelity® Series International Growth Fund F5.96%
FFGSX Fidelity® Series Growth Company Fund Class F5.82%
FFVNX Fidelity® Series International Value Fund Class F5.81%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.18%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.04%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.97%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F4.47%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.32%

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