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Fidelity Freedom® 2020 Fund (FFFDX)

16.48
Net Asset Value
0.00%
1 Day
+9.94%
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  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+2.36% 3 years+6.20%
3 months+3.26% 5 years+7.37%
1 year+12.99% Since inception+6.85%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+7.37%+6.57%
Expense ratio0.62%0.83%
Risk 5 year sharpe ratio1.181.14
Net assets$12.9B$2.5B
Average market cap$33.0B$39.8B
Average P/E19.719.4
Portfolio turnover19%19%

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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. stock34.05%
Fixed income29.32%
International stock23.74%
Cash12.43%
Other0.45%
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 Fund24.18%
FEMSX Fidelity® Series Emerging Markets Fund7.74%
FINVX Fidelity® Series International Value Fund6.49%
FIGSX Fidelity® Series International Growth Fund6.42%
FGLGX Fidelity® Series Growth & Income Fund5.74%
FDMLX Fidelity® Series Intrinsic Opportunities Fund5.67%
FCGSX Fidelity® Series Growth Company Fund4.95%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.30%
FNKLX Fidelity® Series Equity-Income Fund3.03%
FVWSX Fidelity® Series Opportunistic Insights Fund2.76%