Fidelity Freedom K® 2020 (FFKDX)

14.42
Net Asset Value
+1.12%
1 Day
-3.09%
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-1.30% 3 years+10.25%
3 months-0.96% 5 years+8.30%
1 year+6.31% Since inception+11.64%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+8.30%+8.40%
Expense ratio0.57%0.97%
Risk 5 year sharpe ratio0.980.99
Net assets$17.8B$2.4B
Average market cap$31.1B$36.7B
Average P/E18.317.8
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

International stock35.65%
Fixed income30.75%
U.S. stock26.32%
Cash6.75%
Other0.53%
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 F24.54%
FRLLX Fidelity® Series Equity-Income F6.76%
FFIGX Fidelity® Series International Growth F6.01%
FFVNX Fidelity® Series International Value F5.89%
FFGSX Fidelity® Series Growth Company F5.57%
FSFFX Fidelity® Series All-Sector Equity F5.27%
FTBTX Fidelity® Series Growth & Income F5.20%
FEMFX Fidelity® Series Emerging Markets F4.92%
FSBEX Fidelity® Series Blue Chip Growth F4.60%
FRGEX Fidelity® Series Stk Selec Lg Cp Val F4.56%

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