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Fidelity Freedom® 2020 Fund (FFFDX)

16.86
Net Asset Value
+0.12%
1 Day
+12.47%
Year-to-Date
Overall Morningstar Rating
Target-date 2020
Style or Category
No Load
Sales Expenses
0.62%
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- K 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+1.02% 3 years+6.67%
3 months+4.01% 5 years+8.26%
1 year+15.30% Since inception+6.91%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+8.26%+6.40%
Expense ratio0.62%0.83%
Risk 5 year sharpe ratio1.231.18
Net assets$29.9B$2.5B
Average market cap$34.9B$41.1B
Average P/E19.319.6
Portfolio turnover20%20%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock33.67%
Fixed income29.46%
International stock24.62%
Cash11.81%
Other0.46%
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 Fund24.22%
FEMSX Fidelity® Series Emerging Markets Fund7.92%
FINVX Fidelity® Series International Value Fund6.35%
FIGSX Fidelity® Series International Growth Fund6.35%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.76%
FGLGX Fidelity® Series Growth & Income Fund5.64%
FCGSX Fidelity® Series Growth Company Fund5.02%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.24%
FNKLX Fidelity® Series Value Discovery Fund2.94%
FVWSX Fidelity® Series Opportunistic Insights Fund2.78%