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Fidelity Freedom® 2020 Fund (FFFDX)

15.38
Net Asset Value
+0.13%
1 Day
+5.85%
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+1.92% 3 years+4.78%
3 months+0.13% 5 years+7.57%
1 year+7.00% Since inception+6.52%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+7.57%+7.67%
Expense ratio0.67%0.87%
Risk 5 year sharpe ratio1.021.00
Net assets$11.8B$2.4B
Average market cap$30.9B$40.6B
Average P/E18.618.9
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. stock37.51%
Fixed income30.44%
International stock21.87%
Cash9.68%
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 Fund24.01%
FEMSX Fidelity® Series Emerging Markets Fund8.01%
FNKLX Fidelity® Series Equity-Income Fund6.40%
FINVX Fidelity® Series International Value Fund6.06%
FIGSX Fidelity® Series International Growth Fund5.89%
FCGSX Fidelity® Series Growth Company Fund5.51%
FGLGX Fidelity® Series Growth & Income Fund4.85%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.29%
FDMLX Fidelity® Series Intrinsic Opportunities Fund3.82%
FSBDX Fidelity® Series Blue Chip Growth Fund3.24%

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