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Fidelity Freedom® 2020 Fund (FFFDX)

14.51
Net Asset Value
+0.76%
1 Day
-0.14%
Year-to-Date
Overall Morningstar Rating
Target-date 2020
Style or Category
No Load
Sales Expenses
0.66%
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 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-0.76% 3 years+4.35%
3 months+6.77% 5 years+5.19%
1 year-3.28% Since inception+6.51%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+5.19%+4.76%
Expense ratio0.66%0.90%
Risk 5 year sharpe ratio0.570.61
Net assets$11.8B$2.3B
Average market cap$28.5B$37.2B
Average P/E17.017.5
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. stock41.40%
Fixed income30.03%
International stock20.80%
Cash7.24%
Other0.53%
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 Fund25.04%
FEMSX Fidelity® Series Emerging Markets Fund7.34%
FNKLX Fidelity® Series Equity-Income Fund6.49%
FCGSX Fidelity® Series Growth Company Fund6.07%
FIGSX Fidelity® Series International Growth Fund5.98%
FINVX Fidelity® Series International Value Fund5.84%
FSAEX Fidelity® Series All-Sector Equity Fund5.00%
FGLGX Fidelity® Series Growth & Income Fund4.99%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.26%
FDMLX Fidelity® Series Intrinsic Opportunities Fund3.61%

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