Fidelity Freedom� 2020 Fund

 (MUTF:FFFDX)   Watch this mutual fund  
Find more results for MUTF:FFFDX

Performance

Trailing returns

1 day   +0.06%
   
1 week   +0.18%
   
4 week   +1.21%
   
3 month   +3.16%
   
YTD   +13.00%
   
1 year   +14.06%
   
3 years*   +8.00%
   
5 years*   +7.60%
   
*annualized
Best 3 month return+22.35%  
Worst 3 month return-27.59%  

Morningstar statistics

Morningstar category: Target-Date 2020
  Return Risk Rating
3 years High High
5 years Above Average Above Average
10 years Average Above Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets29.90B 
Front load-  
Deferred load-  
Expense ratio0.62%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash12.01%  
Stocks57.85%  
Bonds29.44%  
Preferred0.40%  
Convertible0.06%  
Other0.24%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
16.67+0.01(0.06%)
Oct 17, 8:00PM EDT Overall Morningstar RatingTM

Description

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)).
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jun 30, 2011)
Brett Sumsion (Started: Jan 21, 2014)
Advisor Company:
FMR Co., Inc. (FMRC)
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, BOSTON MA 02210, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.65 0.30 -0.15 -1.64
Beta* 1.03 1.08 1.03 1.16
Mean annual return 0.95 0.57 0.62 0.42
R-squared* 95.88 96.75 96.16 97.26
Standard deviation 3.29 6.64 6.26 11.58
Sharpe ratio 3.25 0.97 1.16 0.39
* Against standard index

Top 10 holdings