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Fidelity Advisor Freedom® 2035 Fund Class I (FITHX)

12.89
Net Asset Value
+0.70%
1 Day
+3.29%
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+3.87% 3 years+4.95%
3 months-0.31% 5 years+8.84%
1 year+4.66% Since inception+5.83%
Data through --

Peer Comparisonvs. Target-date 2035

 FITHXCategory
Performance 5-yr return+8.84%+10.49%
Expense ratio0.77%0.88%
Risk 5 year sharpe ratio0.870.90
Net assets$2.1B$1.8B
Average market cap$33.8B$36.9B
Average P/E19.118.9
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. stock59.25%
International stock30.45%
Fixed income5.00%
Cash4.84%
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 Fund11.81%
FEMSX Fidelity® Series Emerging Markets Fund10.00%
FINVX Fidelity® Series International Value Fund9.31%
FIGSX Fidelity® Series International Growth Fund9.24%
FMALX Fidelity Advisor® Series Growth & Income Fund8.19%
FMMLX Fidelity Advisor® Series Stock Selector Large Cap Value Fund7.87%
FMFMX Fidelity Advisor® Series Equity Growth Fund6.57%
FAMGX Fidelity Advisor® Series Opportunistic Insights Fund6.14%
FSAEX Fidelity® Series All-Sector Equity Fund4.65%
FAOFX Fidelity Advisor® Series Growth Opportunities Fund4.33%