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Fidelity Freedom® 2020 (FFFDX)

15.54
Net Asset Value
+0.39%
1 Day
+1.17%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.66%
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+0.78% 3 years+8.59%
3 months-0.95% 5 years+8.63%
1 year+4.04% Since inception+6.86%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+8.63%+8.69%
Expense ratio0.66%0.95%
Risk 5 year sharpe ratio1.131.10
Net assets$12.7B$2.3B
Average market cap$31.3B$37.2B
Average P/E18.618.4
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock41.66%
Fixed income31.39%
International stock20.79%
Cash5.58%
Other0.57%
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 Fund26.52%
FNKLX Fidelity® Series Equity-Income Fund6.64%
FIGSX Fidelity® Series International Growth Fund6.02%
FINVX Fidelity® Series International Value Fund6.00%
FCGSX Fidelity® Series Growth Company Fund5.97%
FEMSX Fidelity® Series Emerging Markets5.88%
FGLGX Fidelity® Series Growth & Income Fund5.10%
FSAEX Fidelity® Series All-Sector Equity5.04%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.42%
FSBDX Fidelity® Series Blue Chip Growth Fund3.99%