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Trending ETFs

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

-

$829 M

-

0.00%

Vitals

YTD Return

N/A

1 yr return

7.6%

3 Yr Avg Return

4.5%

5 Yr Avg Return

6.9%

Net Assets

$829 M

Holdings in Top 10

70.5%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.00%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 31.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$2,500

IRA

$500


Fund Classification

Fund Type

Open End Mutual Fund


Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

-

$829 M

-

0.00%

FFFBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 4.5%
  • 5 Yr Annualized Total Return 6.9%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.37%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Freedom® 2000 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Oct 17, 1996
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Dierdorf

Fund Description


FFFBX - Performance

Return Ranking - Trailing

Period FFFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -4.1% 16.7% N/A
1 Yr 7.6% -17.8% 4.4% N/A
3 Yr 4.5%* -18.7% 8.8% N/A
5 Yr 6.9%* -12.4% 7.7% N/A
10 Yr 4.4%* -6.0% 8.7% N/A

* Annualized

Return Ranking - Calendar

Period FFFBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -25.1% 0.0% N/A
2022 N/A -36.9% 20.0% N/A
2021 N/A -5.2% 8.1% N/A
2020 N/A -25.3% -0.8% N/A
2019 N/A -49.7% 34.8% N/A

Total Return Ranking - Trailing

Period FFFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -3.9% 16.7% N/A
1 Yr 7.6% -17.8% 6.9% N/A
3 Yr 4.5%* -18.7% 11.5% N/A
5 Yr 6.9%* -12.4% 8.1% N/A
10 Yr 4.4%* -4.2% 12.1% N/A

* Annualized

Total Return Ranking - Calendar

Period FFFBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -25.1% 0.0% N/A
2022 N/A -36.9% 26.6% N/A
2021 N/A -4.7% 12.3% N/A
2020 N/A -25.3% 3.9% N/A
2019 N/A -47.6% 39.2% N/A

FFFBX - Holdings

Concentration Analysis

FFFBX Category Low Category High FFFBX % Rank
Net Assets 829 M 1.29 M 42.8 B N/A
Number of Holdings 26 2 138 N/A
Net Assets in Top 10 587 M 1.09 M 42.7 B N/A
Weighting of Top 10 70.47% 17.8% 111.1% N/A

Top 10 Holdings

Asset Allocation

Weighting Return Low Return High FFFBX % Rank
Bonds
55.93% 0.03% 137.62% N/A
Stocks
23.32% 0.08% 97.49% N/A
Cash
20.40% -100.79% 30.94% N/A
Preferred Stocks
0.29% 0.00% 7.14% N/A
Convertible Bonds
0.04% 0.00% 3.23% N/A
Other
0.02% -0.46% 74.41% N/A

Stock Sector Breakdown

Weighting Return Low Return High FFFBX % Rank
Financial Services
4.04% 1.51% 18.80% N/A
Technology
3.64% 0.91% 20.66% N/A
Healthcare
2.96% 0.62% 13.46% N/A
Consumer Cyclical
2.56% 0.85% 12.79% N/A
Consumer Defense
2.54% 0.74% 17.35% N/A
Industrials
2.48% 0.75% 13.93% N/A
Energy
1.93% 0.36% 6.45% N/A
Basic Materials
1.06% 0.20% 5.40% N/A
Communication Services
0.87% 0.30% 4.78% N/A
Real Estate
0.70% 0.25% 18.90% N/A
Utilities
0.48% 0.03% 5.43% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FFFBX % Rank
US
15.48% 0.07% 66.19% N/A
Non US
7.84% 0.00% 46.35% N/A

Bond Sector Breakdown

Weighting Return Low Return High FFFBX % Rank
Corporate
23.96% 0.00% 54.72% N/A
Cash & Equivalents
20.42% -120.10% 30.94% N/A
Government
17.75% 0.00% 137.62% N/A
Securitized
13.65% 0.00% 60.24% N/A
Municipal
0.87% 0.00% 3.09% N/A
Derivative
-0.02% -2.76% 15.93% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FFFBX % Rank
US
48.29% 0.03% 137.62% N/A
Non US
7.64% 0.00% 22.80% N/A

FFFBX - Expenses

Operational Fees

FFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.00% 0.00% 6.01% N/A
Management Fee N/A 0.00% 0.95% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.40% N/A

Sales Fees

FFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

FFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 2.00% 2.00% N/A

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.

FFFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 31.00% 0.00% 106.00% N/A

FFFBX - Distributions

Dividend Yield Analysis

FFFBX Category Low Category High FFFBX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

FFFBX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Annually Annually

Net Income Ratio Analysis

FFFBX Category Low Category High FFFBX % Rank
Net Income Ratio 1.37% -0.99% 35.20% N/A

Capital Gain Distribution Analysis

FFFBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Semi-Annually Annually

Distributions History

View More +

FFFBX - Fund Manager Analysis

Managers

Andrew Dierdorf


Start Date

Tenure

Tenure Rank

Jun 30, 2011

3.0

3.0%

Andrew Dierdorf is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, he is responsible for managing Fidelity’s target date portfolios, including the Fidelity Freedom Funds, Pyramis Lifecycle portfolios, and 529 portfolios.

Brett F. Sumsion


Start Date

Tenure

Tenure Rank

Jan 21, 2014

0.44

0.4%

Brett Sumsion is a portfolio manager on the Target Date team within the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

Tenure Analysis

Category Low Category High Category Average Category Mode
2.75 12.42 8.6 7.5