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Fidelity Freedom® 2020 Fund (FFFDX)

15.64
Net Asset Value
0.00%
1 Day
+4.34%
Year-to-Date
Overall Morningstar Rating
Target-date 2020
Style or Category
No Load
Sales Expenses
0.67%
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 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 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 2020)).

Performance

1 month+0.19% 3 years+5.37%
3 months+4.29% 5 years+6.68%
1 year+12.53% Since inception+6.70%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+6.68%+6.48%
Expense ratio0.67%0.86%
Risk 5 year sharpe ratio0.980.95
Net assets$12.2B$2.4B
Average market cap$31.4B$43.1B
Average P/E18.419.7
Portfolio turnover17%17%

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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$2,500.00

Holdings

U.S. stock37.82%
Fixed income29.59%
International stock22.24%
Cash9.83%
Other0.51%
Top 5 Sectors
Portfolio weighting
Financial service 18.41%
Industrial materials 14.43%
Consumer goods 12.60%
Energy 10.82%
Healthcare 10.18%
Top 10 Holdings
Portfolio weighting
FSIGX Fidelity┬« Series Investment Grade Bond Fund23.53%
FEMSX Fidelity┬« Series Emerging Markets Fund7.88%
FNKLX Fidelity┬« Series Equity-Income Fund6.52%
FINVX Fidelity┬« Series International Value Fund6.25%
FIGSX Fidelity┬« Series International Growth Fund6.24%
FCGSX Fidelity┬« Series Growth Company Fund5.43%
FBLEX Fidelity┬« Series Stock Selector Large Cap Value Fund4.65%
FGLGX Fidelity┬« Series Growth & Income Fund4.60%
FDMLX Fidelity┬« Series Intrinsic Opportunities Fund3.96%
FVWSX Fidelity┬« Series Opportunistic Insights Fund3.02%

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