Fidelity Freedom K® 2020 (FFKDX)

14.35
Net Asset Value
-0.42%
1 Day
+0.77%
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-1.03% 3 years+9.07%
3 months+0.10% 5 years+9.88%
1 year+3.20% Since inception+11.23%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFKDXCategory
Performance 5-yr return+9.88%+7.60%
Expense ratio0.57%0.97%
Risk 5 year sharpe ratio1.101.09
Net assets$17.6B$2.4B
Average market cap$31.4B$37.3B
Average P/E18.618.5
Portfolio turnover21%21%

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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. stock41.63%
Fixed income31.38%
International stock20.80%
Cash5.63%
Other0.57%
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 F26.52%
FRLLX Fidelity® Series Equity-Income Fund Class F6.65%
FFIGX Fidelity® Series International Growth Fund F6.02%
FFVNX Fidelity® Series International Value Fund Class F5.99%
FFGSX Fidelity® Series Growth Company Fund Class F5.96%
FEMFX Fidelity® Series Emerging Markets Fund Class F5.88%
FTBTX Fidelity® Series Growth &, Income Fund Class F5.10%
FSFFX Fidelity® Series All-Sector Equity Fund Class F5.04%
FRGEX Fidelity® Series Stock Selector Large Cap Value Fund Class F4.42%
FSBEX Fidelity® Series Blue Chip Growth Fund Class F3.98%

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