Fidelity Freedom® 2020 (FFFDX)

15.81
Net Asset Value
+0.19%
1 Day
+1.28%
Year-to-Date
Overall Morningstar Rating
Target date 2016-2020
Style or Category
No Load
Sales Expenses
0.67%
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+1.02% 3 years+10.14%
3 months+2.40% 5 years+9.87%
1 year+13.30% Since inception+6.95%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+9.87%+11.49%
Expense ratio0.67%1.01%
Risk 5 year sharpe ratio1.081.13
Net assets$13.1B$2.4B
Average market cap$31.0B$36.3B
Average P/E18.017.8
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

Holdings

U.S. stock40.68%
Fixed income30.82%
International stock20.36%
Cash7.63%
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 Bond21.25%
FINVX Fidelity® Series International Value6.61%
FNKLX Fidelity® Series Equity-Income6.58%
FIGSX Fidelity® Series International Growth6.55%
FSHNX Fidelity® Series High Income5.90%
FCGSX Fidelity® Series Growth Company5.39%
FSAEX Fidelity® Series All-Sector Equity5.18%
FGLGX Fidelity® Series Growth & Income5.04%
FBLEX Fidelity® Series Stk Selec Lg Cp Val4.45%
FSBDX Fidelity® Series Blue Chip Growth4.35%

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