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Fidelity Freedom® 2020 Fund (FFFDX)

15.61
Net Asset Value
-0.06%
1 Day
+4.14%
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+2.16% 3 years+5.15%
3 months+5.26% 5 years+6.75%
1 year+17.26% Since inception+6.62%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+6.75%+6.48%
Expense ratio0.67%0.86%
Risk 5 year sharpe ratio1.010.98
Net assets$12.0B$2.4B
Average market cap$31.0B$42.0B
Average P/E18.219.4
Portfolio turnover17%17%

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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. stock37.15%
Fixed income30.24%
International stock22.04%
Cash10.07%
Other0.50%
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 Fund23.84%
FEMSX Fidelity® Series Emerging Markets Fund7.55%
FNKLX Fidelity® Series Equity-Income Fund6.60%
FINVX Fidelity® Series International Value Fund6.24%
FIGSX Fidelity® Series International Growth Fund6.11%
FCGSX Fidelity® Series Growth Company Fund5.32%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.71%
FGLGX Fidelity® Series Growth & Income Fund4.64%
FDMLX Fidelity® Series Intrinsic Opportunities Fund3.94%
FVWSX Fidelity® Series Opportunistic Insights Fund2.94%

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