Fidelity Freedom® 2020 (FFFDX)

16.00
Net Asset Value
+0.13%
1 Day
+4.17%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.67%
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. 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+1.33% 3 years+8.64%
3 months+4.44% 5 years+8.02%
1 year+7.86% Since inception+6.95%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+8.02%+7.60%
Expense ratio0.67%0.97%
Risk 5 year sharpe ratio0.900.93
Net assets$12.9B$2.3B
Average market cap$32.2B$37.1B
Average P/E18.918.4
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock42.45%
Fixed income32.11%
International stock19.95%
Cash4.93%
Other0.55%
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 Fund25.53%
FNKLX Fidelity® Series Equity-Income Fund6.56%
FIGSX Fidelity® Series International Growth Fund6.10%
FCGSX Fidelity® Series Growth Company Fund6.06%
FINVX Fidelity® Series International Value Fund5.92%
FSAEX Fidelity® Series All-Sector Equity5.17%
FEMSX Fidelity® Series Emerging Markets5.15%
FGLGX Fidelity® Series Growth & Income Fund5.14%
FSBDX Fidelity® Series Blue Chip Growth Fund4.59%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.41%

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