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Fidelity Freedom® 2020 Fund (FFFDX)

15.91
Net Asset Value
0.00%
1 Day
+6.14%
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+1.55% 3 years+5.84%
3 months+3.56% 5 years+8.28%
1 year+12.96% Since inception+6.75%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+8.28%+5.72%
Expense ratio0.67%0.85%
Risk 5 year sharpe ratio1.020.97
Net assets$12.4B$2.4B
Average market cap$33.0B$39.7B
Average P/E19.619.7
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. stock37.31%
Fixed income27.94%
International stock22.08%
Cash12.17%
Other0.49%
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 Fund23.87%
FEMSX Fidelity® Series Emerging Markets Fund7.82%
FNKLX Fidelity® Series Equity-Income Fund6.37%
FINVX Fidelity® Series International Value Fund6.22%
FIGSX Fidelity® Series International Growth Fund6.20%
FCGSX Fidelity® Series Growth Company Fund5.44%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.53%
FGLGX Fidelity® Series Growth & Income Fund4.50%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.04%
FVWSX Fidelity® Series Opportunistic Insights Fund3.00%