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Fidelity Freedom K® 2020 Fund (FFKDX)

13.62
Net Asset Value
+0.29%
1 Day
+0.74%
Year-to-Date
Overall Morningstar Rating
Target-date 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-0.07% 3 years+4.77%
3 months+6.94% 5 years+5.22%
1 year-2.21% Since inception+9.27%
Data through --

Peer Comparisonvs. Target-date 2020

 FFKDXCategory
Performance 5-yr return+5.22%+4.76%
Expense ratio0.57%0.90%
Risk 5 year sharpe ratio0.580.61
Net assets$16.2B$2.3B
Average market cap$28.5B$37.2B
Average P/E17.017.5
Portfolio turnover21%21%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock41.31%
Fixed income30.10%
International stock20.81%
Cash7.25%
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 Fund Class F25.11%
FEMFX Fidelity® Series Emerging Markets Fund Class F7.35%
FRLLX Fidelity® Series Equity-Income Fund Class F6.48%
FFGSX Fidelity® Series Growth Company Fund Class F6.03%
FFIGX Fidelity® Series International Growth Fund F5.99%
FFVNX Fidelity® Series International Value Fund Class F5.86%
FSFFX Fidelity® Series All-Sector Equity Fund Class F4.98%
FTBTX Fidelity® Series Growth &, Income Fund Class F4.98%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.22%
FGLLX Fidelity® Series Intrinsic Opportunities Fund Class F3.59%

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