Fidelity Freedom® 2020 (FFFDX)

15.40
Net Asset Value
+0.46%
1 Day
+0.26%
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-0.45% 3 years+8.70%
3 months+1.56% 5 years+8.83%
1 year+7.75% Since inception+6.90%
Data through --

Peer Comparisonvs. Target date 2016-2020

 FFFDXCategory
Performance 5-yr return+8.83%+7.91%
Expense ratio0.67%0.97%
Risk 5 year sharpe ratio0.910.94
Net assets$12.9B$2.3B
Average market cap$32.0B$37.2B
Average P/E18.417.8
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. stock42.53%
Fixed income30.64%
International stock19.44%
Cash6.87%
Other0.52%
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 Bond24.94%
FNKLX Fidelity® Series Equity-Income6.77%
FIGSX Fidelity® Series International Growth6.00%
FINVX Fidelity® Series International Value5.88%
FCGSX Fidelity® Series Growth Company5.69%
FSAEX Fidelity® Series All-Sector Equity5.24%
FGLGX Fidelity® Series Growth & Income5.22%
FEMSX Fidelity® Series Emerging Markets4.81%
FSBDX Fidelity® Series Blue Chip Growth4.63%
FBLEX Fidelity® Series Stk Selec Lg Cp Val4.55%

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