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Fidelity Advisor Freedom® 2035 Fund Class I (FITHX)

15.61
Net Asset Value
+0.77%
1 Day
+5.40%
Year-to-Date
Overall Morningstar Rating
Target-date 2035
Style or Category
No Load
Sales Expenses
0.75%
Expense Ratio
High
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+4.32% 3 years+11.33%
3 months+7.55% 5 years+10.87%
1 year+23.99% Since inception+7.03%
Data through --

Peer Comparisonvs. Target-date 2035

 FITHXCategory
Performance 5-yr return+10.87%+9.66%
Expense ratio0.75%0.81%
Risk 5 year sharpe ratio1.181.16
Net assets$2.4B$2.5B
Average market cap$40.6B$41.2B
Average P/E20.519.4
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock55.68%
International stock31.44%
Fixed income7.45%
Cash4.85%
Other0.59%
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
FMALX Fidelity Advisor® Series Growth & Income Fund11.66%
FEMSX Fidelity® Series Emerging Markets Fund9.05%
FIGSX Fidelity® Series International Growth Fund8.92%
FINVX Fidelity® Series International Value Fund8.90%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.54%
FLMLX Fidelity Advisor® Series Equity-Income Fund7.51%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.22%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund5.79%
FSAEX Fidelity® Series All-Sector Equity Fund4.37%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.12%