Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity Freedom® 2020 Fund (FFFDX)

15.72
Net Asset Value
-0.06%
1 Day
+4.87%
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+0.77% 3 years+5.37%
3 months+3.35% 5 years+6.93%
1 year+9.69% Since inception+6.71%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+6.93%+5.72%
Expense ratio0.67%0.86%
Risk 5 year sharpe ratio0.980.94
Net assets$12.3B$2.4B
Average market cap$31.9B$40.1B
Average P/E18.619.6
Portfolio turnover17%17%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock37.97%
Fixed income28.50%
International stock22.53%
Cash10.50%
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 Fund23.24%
FEMSX Fidelity┬« Series Emerging Markets Fund7.98%
FNKLX Fidelity┬« Series Equity-Income Fund6.58%
FIGSX Fidelity┬« Series International Growth Fund6.23%
FINVX Fidelity┬« Series International Value Fund6.15%
FCGSX Fidelity┬« Series Growth Company Fund5.50%
FBLEX Fidelity┬« Series Stock Selector Large Cap Value Fund4.72%
FGLGX Fidelity┬« Series Growth & Income Fund4.66%
FDMLX Fidelity┬« Series Intrinsic Opportunities Fund3.99%
FVWSX Fidelity┬« Series Opportunistic Insights Fund3.07%

Search for Jobs