Fidelity Freedom 2020 Fund (FFFDX)

15.14
Net Asset Value
-0.13%
1 Day
+5.80%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.64%
Expense Ratio
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 using a moderate asset allocation strategy designed for investors expecting to retire around the year 2020. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2020).

Performance

1 month+1.59% 3 years+10.68%
3 months+3.88% 5 years+3.61%
1 year+15.17% Since inception+6.84%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+3.61%+4.18%
Expense ratio0.64%1.06%
Risk 5 year sharpe ratio0.290.31
Net assets$13.7B$2.2B
Average market cap$24.8B$29.2B
Average P/E15.815.6
Portfolio turnover24%24%

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Fund Management and Purchase Info

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

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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 Bond21.66%
FSIPX Fidelity Series Inflation-Prtct Bd Idx8.18%
FCSSX Fidelity Series Commodity Strategy5.85%
FSHNX Fidelity Series High Income5.36%
FSAEX Fidelity Series All-Sector Equity5.35%
FIGSX Fidelity Series International Growth5.27%
FINVX Fidelity Series International Value5.22%
FDGRX Fidelity Growth Company4.95%
FBGRX Fidelity Blue Chip Growth3.63%
FBLEX Fidelity Series Stk Selec Lg Cp Val3.42%

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