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FFTHX Fidelity Freedom® 2035

  • Fund
  • FFTHX
  • Price as of: May 22, 2018
  • $15.14
  • - $0.02
  • - 0.13%
  • Category
  • Target Retirement Date

FFTHX - Profile

Vitals

  • YTD Return -0.7%
  • 3 Yr Annualized Return 8.2%
  • 5 Yr Annualized Return 9.4%
  • Net Assets $22 B
  • Holdings in Top 10 71.3%

52 WEEK LOW AND HIGH

$15.14
$14.16
$16.28

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.00%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 16.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$2,500

IRA

$2,500

Investment Themes

CATEGORY

Target Retirement Date
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2035

Distributions

  • YTD Total Return -0.7%
  • 3 Yr Annualized Total Return 8.2%
  • 5 Yr Annualized Total Return 9.4%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.45%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name Fidelity Freedom® 2035 Fund
  • Fund Family Name Fidelity Investments
  • Inception Date Nov 06, 2003
  • Shares Outstanding N/A
  • Share Class Other
  • Currency USD
  • Domiciled Country United States
  • Manager Andrew Dierdorf

Fund Description

The Fidelity Freedom 2035 Fund (FFTHX) is a target-date fund of funds. Using a specified glide path, FFTHX invests in 27 different active and passive Fidelity funds. The fund provides exposure to both domestic stocks of all market caps as well as international stocks. Additionally, both domestic and foreign-investment grade bonds, commodities and real estate are included in the fund’s holdings. As FFTHX approaches the year 2035, it will reduce its exposure to equities and increase its holdings in fixed-income securities.

Expenses for the fund are below average. Given its all-encompassing approach to retirement investing, FFTHX is perfect as a core option for investors looking to retire around 2035.

FFTHX - Performance

Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD -0.7% -40.4% 434.9% 72.73% 5
1 Yr 12.9% -20.8% 23.5% 10.04% 1
3 Yr 8.2% * -1.6% 9.1% 4.74% 1
5 Yr 9.4% * -0.1% 11.3% 9.20% 1
10 Yr 6.1% * 0.1% 7.7% 19.78% 2

* Annualized

Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 16.9% -36.9% 20.0% 14.63% 1
2016 4.2% -33.1% 8.3% 29.63% 2
2015 -5.7% -33.3% 21.0% 46.41% 3
2014 -1.6% -12.7% 21.3% 60.44% 4
2013 13.9% -10.4% 23.9% 39.70% 3

Total Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD -0.7% -40.4% 434.9% 71.77% 5
1 Yr 12.9% -23.4% 23.5% 9.26% 1
3 Yr 8.2% * -1.3% 13.0% 4.86% 1
5 Yr 9.4% * -1.3% 11.3% 8.66% 1
10 Yr 6.1% * -0.5% 7.7% 18.78% 1

* Annualized

Total Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 16.9% -36.9% 20.0% 14.63% 1
2016 6.8% -11.5% 9.3% 9.65% 1
2015 0.0% -25.3% 35.8% 15.49% 1
2014 6.6% -6.7% 47.1% 33.76% 2
2013 26.7% -13.8% 49.0% 24.70% 2

NAV & Total Return History

FFTHX - Holdings

Filings data as of: Mar 31, 2018

Concentration Analysis

FFTHX Category Low Category High FFTHX % Rank Quintile
Net Assets 22 B 436 K 40.1 B 0.62% 1
Number of Holdings 29 2 9892 2.60% 2
Net Assets in Top 10 15.5 B 178 K 39.9 B 0.73% 1
Weighting of Top 10 71.3% 2.3% 113.0% 19.06% 4

Top 10 Holdings

  1. Fidelity® Series Value Discovery 4.61%
  2. Fidelity® Series International Growth 8.88%
  3. Fidelity® Series International Value 8.72%
  4. Fidelity® Series Growth Company 7.78%
  5. Fidelity® Series Growth & Income 8.37%
  6. Fidelity® Series Emerging Markets 8.95%
  7. Fidelity® Series Blue Chip Growth 3.83%
  8. Fidelity® Series Stk Selec Lg Cp Val 6.51%
  9. Fidelity® Series Intrinsic Opps 9.47%
  10. Fidelity® Series Opportunistic Insights 4.20%

Asset Allocation

Weighting Category Low Category High FFTHX % Rank Quintile
Stocks 		85.53% 0.51% 98.57% 5.76% 2
Bonds 		8.21% 0.00% 101.10% 23.52% 5
Cash 		5.49% -47.91% 97.05% 11.11% 3
Preferred Stocks 		0.60% 0.00% 18.12% 0.57% 1
Other 		0.09% -3.74% 47.06% 12.98% 5
Convertible Bonds 		0.07% 0.00% 4.38% 3.17% 2

Stock Sector Breakdown

Weighting Category Low Category High FFTHX % Rank Quintile
Financial Services 		18.64% 0.18% 20.36% 0.42% 1
Technology 		16.25% 0.02% 19.34% 1.87% 1
Consumer Cyclical 		10.85% 0.03% 14.89% 3.01% 1
Healthcare 		10.63% 0.04% 17.61% 2.49% 1
Industrials 		8.31% 0.04% 13.01% 8.73% 3
Consumer Defense 		5.87% 0.03% 11.33% 7.69% 2
Energy 		5.19% 0.07% 8.23% 1.92% 1
Basic Materials 		3.79% 0.03% 6.85% 5.61% 2
Real Estate 		2.46% 0.03% 18.70% 11.06% 3
Communication Services 		1.92% 0.04% 4.23% 7.22% 3
Utilities 		1.36% 0.01% 4.67% 8.78% 4

Stock Geographic Breakdown

Weighting Category Low Category High FFTHX % Rank Quintile
US 		51.38% 0.06% 64.09% 8.57% 2
Non US 		34.15% 0.00% 54.00% 2.96% 1

Bond Sector Breakdown

Weighting Category Low Category High FFTHX % Rank Quintile
Cash & Equivalents 		5.50% -46.79% 97.04% 10.70% 3
Government 		4.66% -27.29% 91.78% 18.95% 4
Corporate 		3.31% 0.00% 53.64% 21.50% 4
Securitized 		0.84% 0.00% 25.54% 21.24% 5
Municipal 		0.04% 0.00% 7.56% 4.10% 4
Derivative 		0.00% -30.52% 57.07% 3.43% 4

Bond Geographic Breakdown

Weighting Category Low Category High FFTHX % Rank Quintile
US 		7.09% -4.11% 93.84% 22.38% 4
Non US 		1.12% -1.10% 25.33% 19.26% 5

FFTHX - Expenses

Operational Fees

FFTHX Fees (% of AUM) Category Low Category High Rank in Category (%) Quintile
Expense Ratio 0.00% 0.00% 14.71% 16.15% 1
Management Fee 0.75% 0.00% 0.94% 0.68% 5
12b-1 Fee N/A 0.00% 1.00% N/A N/A
Administrative Fee N/A 0.00% 0.40% N/A N/A

Sales Fees

FFTHX Fees (% of AUM) Category Low Category High FFTHX Rank Quintile
Front Load N/A 3.50% 5.75% N/A N/A
Deferred Load N/A 0.50% 5.00% N/A N/A

Trading Fees

FFTHX Fees (% of AUM) Category Low Category High FFTHX Rank Quintile
Max Redemption Fee N/A 2.00% 2.00% N/A N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FFTHX Fees (% of AUM) Category Low Category High FFTHX Rank Quintile
Turnover 16.00% 0.00% 333.00% 7.22% 2

FFTHX - Distributions

Dividend Yield Analysis

FFTHX Category Low Category High FFTHX % Rank Quintile
Dividend Yield 0.0% 0.00% 1.21% 67.83% 5

Dividend Distribution Analysis

FFTHX Category Low Category High Category Mode
Dividend Distribution Frequency Semi-Annually Annually Monthly Annually

Dividend Payout History

View More History

Net Income Ratio Analysis

FFTHX Category Low Category High FFTHX % Rank Quintile
Net Income Ratio 1.45% -1.00% 7.13% 9.71% 3

Capital Gain Distribution Analysis

FFTHX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Daily Annually

FFTHX - Managers

Andrew Dierdorf

Manager

Start Date

Jun 30, 2011

Tenure

6.84

Tenure Rank

1.1%

Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Mr. Dierdorf is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Dierdorf joined Fidelity in 2004 and has been in the industry since 1993. Mr. Dierdorf earned his bachelor of science degree from the University of Delaware. He is a CFA charterholder, a Fellow of the Society of Actuaries, Chartered Market Technician, and Member of the American Academy of Actuaries.

Brett F. Sumsion

Manager

Start Date

Jan 21, 2014

Tenure

4.27

Tenure Rank

1.8%

Brett Sumsion is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, he is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Income Replacement Funds, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Sumsion joined Fidelity in 2014 and has been in the investments industry since 2001. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.

Tenure Analysis

Category Low

0.0

Category High

15.6

Category Average

5.33

Category Mode

3.3

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