Fidelity Freedom® 2020 (FFFDX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
Expense Ratio
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).


1 month-0.51% 3 years+11.50%
3 months-0.19% 5 years+8.69%
1 year+8.89% Since inception+7.05%
Data through --

Peer Comparisonvs. Target date 2016-2020

Performance 5-yr return+8.69%+11.49%
Expense ratio0.67%1.00%
Risk 5 year sharpe ratio1.061.12
Net assets$13.3B$2.4B
Average market cap$31.2B$36.0B
Average P/E18.317.9
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


U.S. stock40.46%
Fixed income31.24%
International stock20.46%
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 Bond21.82%
FNKLX Fidelity® Series Equity-Income6.54%
FINVX Fidelity® Series International Value6.52%
FIGSX Fidelity® Series International Growth6.48%
FSHNX Fidelity® Series High Income5.58%
FCGSX Fidelity® Series Growth Company5.39%
FSAEX Fidelity® Series All-Sector Equity5.14%
FGLGX Fidelity® Series Growth & Income5.05%
FBLEX Fidelity® Series Stk Selec Lg Cp Val4.45%
FSBDX Fidelity® Series Blue Chip Growth4.33%

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