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Fidelity Freedom® 2020 Fund (FFFDX)

16.24
Net Asset Value
-0.18%
1 Day
+8.34%
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+1.56% 3 years+5.86%
3 months+3.84% 5 years+8.12%
1 year+12.37% Since inception+6.79%
Data through --

Peer Comparisonvs. Target-date 2020

 FFFDXCategory
Performance 5-yr return+8.12%+6.57%
Expense ratio0.67%0.84%
Risk 5 year sharpe ratio1.201.15
Net assets$12.6B$2.4B
Average market cap$34.1B$40.5B
Average P/E19.019.6
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock36.55%
Fixed income28.27%
International stock23.57%
Cash11.15%
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 Fund23.80%
FEMSX Fidelity® Series Emerging Markets Fund7.91%
FIGSX Fidelity® Series International Growth Fund6.60%
FINVX Fidelity® Series International Value Fund6.39%
FNKLX Fidelity® Series Equity-Income Fund6.19%
FCGSX Fidelity® Series Growth Company Fund5.51%
FGLGX Fidelity® Series Growth & Income Fund4.40%
FBLEX Fidelity® Series Stock Selector Large Cap Value Fund4.38%
FDMLX Fidelity® Series Intrinsic Opportunities Fund4.12%
FVWSX Fidelity® Series Opportunistic Insights Fund3.04%