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Fidelity Advisor Freedom® 2035 Fund Class I (FITHX)

13.65
Net Asset Value
+0.59%
1 Day
+6.14%
Year-to-Date
Overall Morningstar Rating
Target-date 2035
Style or Category
No Load
Sales Expenses
0.77%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The fund invests in a combination of Fidelity ® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Advisor Freedom ® Income Fund (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 2035)).

Performance

1 month+3.43% 3 years+6.23%
3 months+7.85% 5 years+8.72%
1 year+22.90% Since inception+6.18%
Data through --

Peer Comparisonvs. Target-date 2035

 FITHXCategory
Performance 5-yr return+8.72%+8.94%
Expense ratio0.77%0.87%
Risk 5 year sharpe ratio0.930.94
Net assets$2.2B$1.9B
Average market cap$34.4B$37.3B
Average P/E18.819.2
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock59.17%
International stock29.76%
Cash5.46%
Fixed income5.12%
Other0.49%
Top 5 Sectors
Portfolio weighting
Financial service 19.56%
Industrial materials 15.25%
Energy 11.21%
Consumer goods 10.37%
Healthcare 10.34%
Top 10 Holdings
Portfolio weighting
FLMLX Fidelity Advisor® Series Equity-Income Fund11.94%
FEMSX Fidelity® Series Emerging Markets Fund9.68%
FINVX Fidelity® Series International Value Fund9.43%
FIGSX Fidelity® Series International Growth Fund9.23%
FMALX Fidelity Advisor® Series Growth & Income Fund8.24%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund8.00%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.45%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund5.97%
FSAEX Fidelity® Series All-Sector Equity Fund4.59%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.25%