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-0.05% 3 years+10.56%
3 months+1.66% 5 years+9.30%
1 year+7.16% Since inception+6.98%
Data through --

Peer Comparisonvs. Target date 2016-2020

Performance 5-yr return+9.30%+7.60%
Expense ratio0.67%0.97%
Risk 5 year sharpe ratio0.890.91
Net assets$12.9B$2.4B
Average market cap$31.8B$36.8B
Average P/E18.818.3
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. stock41.38%
Fixed income33.35%
International stock20.00%
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 Fund27.13%
FNKLX Fidelity® Series Equity-Income Fund6.59%
FIGSX Fidelity® Series International Growth Fund5.90%
FCGSX Fidelity® Series Growth Company Fund5.88%
FINVX Fidelity® Series International Value Fund5.86%
FEMSX Fidelity® Series Emerging Markets5.53%
FSAEX Fidelity® Series All-Sector Equity5.05%
FGLGX Fidelity® Series Growth & Income Fund5.03%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.39%
FSBDX Fidelity® Series Blue Chip Growth Fund3.99%

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