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Fidelity Freedom® 2020 Fund (FFFDX)

13.46
Net Asset Value
-0.37%
1 Day
-7.36%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.66%
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 underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches 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-3.15% 3 years+2.45%
3 months-8.86% 5 years+3.49%
1 year-8.08% Since inception+6.27%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+3.49%+5.11%
Expense ratio0.66%0.90%
Risk 5 year sharpe ratio0.570.62
Net assets$11.3B$2.2B
Average market cap$31.3B$37.8B
Average P/E17.817.6
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock41.31%
Fixed income30.67%
International stock19.94%
Cash7.77%
Other0.30%
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 Fund25.80%
FNKLX Fidelity® Series Equity-Income Fund6.56%
FEMSX Fidelity® Series Emerging Markets6.46%
FCGSX Fidelity® Series Growth Company Fund6.33%
FIGSX Fidelity® Series International Growth Fund5.64%
FINVX Fidelity® Series International Value Fund5.62%
FSAEX Fidelity® Series All-Sector Equity5.00%
FGLGX Fidelity® Series Growth & Income Fund4.99%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.23%
FSBDX Fidelity® Series Blue Chip Growth Fund3.54%

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