Fidelity Advisor Freedom Income Fund
Name
As of 03/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
1.3%
1 yr return
6.6%
3 Yr Avg Return
-0.1%
5 Yr Avg Return
2.7%
Net Assets
$170 M
Holdings in Top 10
87.1%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.72%
SALES FEES
Front Load 5.75%
Deferred Load N/A
TRADING FEES
Turnover 47.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 03/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FAFAX - Profile
Distributions
- YTD Total Return 1.3%
- 3 Yr Annualized Total Return -0.1%
- 5 Yr Annualized Total Return 2.7%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.11%
- Dividend Yield 1.7%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameFidelity Advisor Freedom Income Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJul 25, 2003
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FAFAX - Performance
Return Ranking - Trailing
Period | FAFAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.3% | -0.8% | 6.6% | 77.08% |
1 Yr | 6.6% | 0.0% | 13.3% | 77.60% |
3 Yr | -0.1%* | -6.1% | 4.4% | 78.19% |
5 Yr | 2.7%* | -4.5% | 5.5% | 78.87% |
10 Yr | 3.0%* | 1.6% | 5.0% | 85.14% |
* Annualized
Return Ranking - Calendar
Period | FAFAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 5.0% | -9.8% | 12.8% | 74.35% |
2022 | -16.4% | -38.3% | -3.8% | 57.59% |
2021 | -2.1% | -9.1% | 10.3% | 64.55% |
2020 | 4.5% | -13.4% | 12.6% | 76.79% |
2019 | 7.0% | -1.1% | 13.9% | 75.89% |
Total Return Ranking - Trailing
Period | FAFAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.3% | -0.8% | 6.6% | 77.08% |
1 Yr | 6.6% | 0.0% | 13.3% | 77.60% |
3 Yr | -0.1%* | -6.1% | 4.4% | 78.19% |
5 Yr | 2.7%* | -4.5% | 5.5% | 78.87% |
10 Yr | 3.0%* | 1.6% | 5.0% | 85.14% |
* Annualized
Total Return Ranking - Calendar
Period | FAFAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 7.8% | -9.8% | 15.4% | 78.01% |
2022 | -11.7% | -16.9% | -2.9% | 48.17% |
2021 | 2.9% | -3.8% | 10.3% | 69.31% |
2020 | 8.5% | -13.4% | 16.6% | 74.40% |
2019 | 10.8% | 4.7% | 25.2% | 76.60% |
NAV & Total Return History
FAFAX - Holdings
Concentration Analysis
FAFAX | Category Low | Category High | FAFAX % Rank | |
---|---|---|---|---|
Net Assets | 170 M | 1.16 M | 35.3 B | 58.33% |
Number of Holdings | 42 | 2 | 1413 | 22.92% |
Net Assets in Top 10 | 151 M | 931 K | 36.5 B | 50.52% |
Weighting of Top 10 | 87.11% | 4.6% | 101.7% | 45.51% |
Top 10 Holdings
- Fidelity Series Investment Grade Bond Fund 39.20%
- Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund 19.31%
- Fidelity Series Government Money Market Fund 8.57%
- Fidelity Series Emerging Markets Opportunities Fund 4.68%
- Fidelity Series International Developed Markets Bond Index Fund 3.92%
- Fidelity Series Long-Term Treasury Bond Index Fund 3.85%
- Fidelity Series Short-Term Credit Fund 2.13%
- Fidelity Series International Growth Fund 1.83%
- Fidelity Series Overseas Fund 1.82%
- Fidelity Series International Value Fund 1.80%
Asset Allocation
Weighting | Return Low | Return High | FAFAX % Rank | |
---|---|---|---|---|
Stocks | 99.42% | 0.00% | 100.13% | 34.38% |
Convertible Bonds | 0.86% | 0.00% | 6.56% | 42.19% |
Cash | 0.28% | -24.70% | 53.61% | 72.40% |
Bonds | 0.19% | 0.00% | 109.30% | 45.83% |
Other | 0.11% | -0.07% | 5.62% | 24.48% |
Preferred Stocks | 0.00% | 0.00% | 11.70% | 88.02% |
Stock Sector Breakdown
Weighting | Return Low | Return High | FAFAX % Rank | |
---|---|---|---|---|
Financial Services | 20.17% | 11.53% | 20.26% | 3.87% |
Technology | 16.90% | 16.20% | 25.61% | 87.74% |
Industrials | 11.53% | 7.75% | 12.84% | 20.65% |
Consumer Cyclical | 10.29% | 4.61% | 13.00% | 70.32% |
Healthcare | 10.12% | 6.38% | 14.87% | 82.58% |
Basic Materials | 8.14% | 2.71% | 8.17% | 3.87% |
Communication Services | 7.22% | 4.20% | 8.42% | 29.68% |
Energy | 5.94% | 2.88% | 13.48% | 10.97% |
Consumer Defense | 5.58% | 4.27% | 8.57% | 93.55% |
Real Estate | 2.08% | 1.86% | 19.30% | 96.13% |
Utilities | 2.03% | 1.85% | 8.79% | 96.13% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | FAFAX % Rank | |
---|---|---|---|---|
US | 99.42% | 0.00% | 100.13% | 34.38% |
Non US | 0.00% | 0.00% | 17.40% | 88.02% |
Bond Sector Breakdown
Weighting | Return Low | Return High | FAFAX % Rank | |
---|---|---|---|---|
Government | 45.97% | 0.00% | 99.79% | 35.42% |
Corporate | 17.47% | 0.00% | 99.84% | 59.38% |
Securitized | 13.58% | 0.00% | 81.91% | 68.75% |
Municipal | 0.34% | 0.00% | 99.98% | 39.58% |
Cash & Equivalents | 0.24% | 0.00% | 80.50% | 67.71% |
Derivative | 0.11% | -0.07% | 0.78% | 15.10% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | FAFAX % Rank | |
---|---|---|---|---|
US | 0.19% | 0.00% | 109.30% | 45.83% |
Non US | 0.00% | 0.00% | 7.58% | 88.02% |
FAFAX - Expenses
Operational Fees
FAFAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.72% | 0.06% | 13.37% | 41.88% |
Management Fee | 0.47% | 0.00% | 0.79% | 95.56% |
12b-1 Fee | 0.25% | 0.00% | 1.00% | 49.28% |
Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
FAFAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 5.75% | 2.75% | 5.75% | 26.32% |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
FAFAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | N/A | N/A | 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.
FAFAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 47.00% | 0.00% | 121.26% | 82.72% |
FAFAX - Distributions
Dividend Yield Analysis
FAFAX | Category Low | Category High | FAFAX % Rank | |
---|---|---|---|---|
Dividend Yield | 1.68% | 0.00% | 9.68% | 64.06% |
Dividend Distribution Analysis
FAFAX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
FAFAX | Category Low | Category High | FAFAX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.11% | -0.06% | 5.71% | 26.67% |
Capital Gain Distribution Analysis
FAFAX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 04, 2024 | $0.014 | OrdinaryDividend |
Feb 05, 2024 | $0.007 | OrdinaryDividend |
Dec 29, 2023 | $0.135 | OrdinaryDividend |
Nov 06, 2023 | $0.015 | OrdinaryDividend |
Oct 09, 2023 | $0.016 | OrdinaryDividend |
Sep 11, 2023 | $0.015 | OrdinaryDividend |
Aug 07, 2023 | $0.013 | OrdinaryDividend |
Jul 10, 2023 | $0.015 | OrdinaryDividend |
Jun 05, 2023 | $0.012 | OrdinaryDividend |
May 08, 2023 | $0.014 | OrdinaryDividend |
Apr 06, 2023 | $0.014 | OrdinaryDividend |
Mar 06, 2023 | $0.008 | OrdinaryDividend |
Feb 06, 2023 | $0.007 | OrdinaryDividend |
Dec 30, 2022 | $0.163 | OrdinaryDividend |
Nov 07, 2022 | $0.011 | OrdinaryDividend |
Oct 10, 2022 | $0.088 | OrdinaryDividend |
Sep 06, 2022 | $0.009 | OrdinaryDividend |
Aug 08, 2022 | $0.007 | OrdinaryDividend |
Jul 05, 2022 | $0.006 | OrdinaryDividend |
Jun 06, 2022 | $0.003 | OrdinaryDividend |
Apr 04, 2022 | $0.004 | OrdinaryDividend |
Feb 07, 2022 | $0.001 | OrdinaryDividend |
Nov 08, 2021 | $0.002 | OrdinaryDividend |
Oct 04, 2021 | $0.100 | OrdinaryDividend |
Sep 07, 2021 | $0.004 | OrdinaryDividend |
Aug 09, 2021 | $0.003 | OrdinaryDividend |
Jul 06, 2021 | $0.002 | OrdinaryDividend |
Jun 07, 2021 | $0.001 | OrdinaryDividend |
Feb 08, 2021 | $0.001 | OrdinaryDividend |
Nov 09, 2020 | $0.004 | OrdinaryDividend |
Oct 05, 2020 | $0.006 | OrdinaryDividend |
Sep 08, 2020 | $0.006 | OrdinaryDividend |
Aug 10, 2020 | $0.006 | OrdinaryDividend |
Jul 13, 2020 | $0.006 | OrdinaryDividend |
Jun 08, 2020 | $0.007 | OrdinaryDividend |
May 04, 2020 | $0.007 | OrdinaryDividend |
Apr 06, 2020 | $0.009 | OrdinaryDividend |
Mar 09, 2020 | $0.001 | OrdinaryDividend |
Feb 10, 2020 | $0.012 | OrdinaryDividend |
Nov 11, 2019 | $0.012 | OrdinaryDividend |
Oct 07, 2019 | $0.019 | OrdinaryDividend |
Sep 09, 2019 | $0.013 | OrdinaryDividend |
Aug 05, 2019 | $0.013 | OrdinaryDividend |
Jul 08, 2019 | $0.012 | OrdinaryDividend |
Jun 10, 2019 | $0.011 | OrdinaryDividend |
May 06, 2019 | $0.012 | OrdinaryDividend |
Apr 08, 2019 | $0.014 | OrdinaryDividend |
Mar 11, 2019 | $0.010 | OrdinaryDividend |
Feb 11, 2019 | $0.010 | OrdinaryDividend |
Dec 31, 2018 | $0.079 | OrdinaryDividend |
Nov 05, 2018 | $0.013 | OrdinaryDividend |
Sep 10, 2018 | $0.012 | OrdinaryDividend |
Aug 06, 2018 | $0.011 | OrdinaryDividend |
Jul 09, 2018 | $0.012 | OrdinaryDividend |
Jun 04, 2018 | $0.007 | OrdinaryDividend |
May 07, 2018 | $0.011 | OrdinaryDividend |
Apr 09, 2018 | $0.009 | OrdinaryDividend |
Mar 05, 2018 | $0.008 | OrdinaryDividend |
Feb 05, 2018 | $0.006 | OrdinaryDividend |
Nov 06, 2017 | $0.010 | OrdinaryDividend |
Oct 09, 2017 | $0.008 | OrdinaryDividend |
Sep 07, 2017 | $0.007 | OrdinaryDividend |
Aug 07, 2017 | $0.010 | OrdinaryDividend |
Jul 10, 2017 | $0.007 | OrdinaryDividend |
Jun 05, 2017 | $0.008 | OrdinaryDividend |
Apr 10, 2017 | $0.009 | OrdinaryDividend |
Mar 06, 2017 | $0.009 | OrdinaryDividend |
Feb 06, 2017 | $0.007 | OrdinaryDividend |
Dec 29, 2016 | $0.053 | OrdinaryDividend |
Nov 07, 2016 | $0.011 | OrdinaryDividend |
Oct 10, 2016 | $0.010 | OrdinaryDividend |
Sep 12, 2016 | $0.010 | OrdinaryDividend |
Aug 08, 2016 | $0.013 | OrdinaryDividend |
Jul 11, 2016 | $0.011 | OrdinaryDividend |
Jun 06, 2016 | $0.008 | OrdinaryDividend |
May 16, 2016 | $0.007 | OrdinaryDividend |
Apr 11, 2016 | $0.012 | OrdinaryDividend |
Mar 07, 2016 | $0.014 | OrdinaryDividend |
Feb 08, 2016 | $0.008 | OrdinaryDividend |
Dec 30, 2015 | $0.061 | OrdinaryDividend |
Nov 09, 2015 | $0.015 | OrdinaryDividend |
Oct 05, 2015 | $0.011 | OrdinaryDividend |
Sep 03, 2015 | $0.009 | OrdinaryDividend |
Aug 10, 2015 | $0.015 | OrdinaryDividend |
Jul 02, 2015 | $0.010 | OrdinaryDividend |
Jun 08, 2015 | $0.010 | OrdinaryDividend |
May 04, 2015 | $0.012 | OrdinaryDividend |
Apr 02, 2015 | $0.011 | OrdinaryDividend |
Mar 09, 2015 | $0.009 | OrdinaryDividend |
Feb 09, 2015 | $0.007 | OrdinaryDividend |
Dec 30, 2014 | $0.052 | OrdinaryDividend |
Nov 10, 2014 | $0.016 | OrdinaryDividend |
Oct 06, 2014 | $0.009 | OrdinaryDividend |
Sep 08, 2014 | $0.011 | OrdinaryDividend |
Aug 11, 2014 | $0.014 | OrdinaryDividend |
Jul 07, 2014 | $0.013 | OrdinaryDividend |
Jun 09, 2014 | $0.011 | OrdinaryDividend |
May 05, 2014 | $0.013 | OrdinaryDividend |
Apr 07, 2014 | $0.012 | OrdinaryDividend |
Mar 10, 2014 | $0.010 | OrdinaryDividend |
Feb 10, 2014 | $0.010 | OrdinaryDividend |
Dec 30, 2013 | $0.043 | OrdinaryDividend |
Nov 04, 2013 | $0.009 | OrdinaryDividend |
Oct 07, 2013 | $0.007 | OrdinaryDividend |
Sep 09, 2013 | $0.007 | OrdinaryDividend |
Aug 05, 2013 | $0.007 | OrdinaryDividend |
Jul 08, 2013 | $0.007 | OrdinaryDividend |
Jun 10, 2013 | $0.007 | OrdinaryDividend |
May 06, 2013 | $0.006 | OrdinaryDividend |
Apr 08, 2013 | $0.008 | OrdinaryDividend |
Mar 04, 2013 | $0.004 | OrdinaryDividend |
Feb 11, 2013 | $0.006 | OrdinaryDividend |
Dec 10, 2012 | $0.008 | OrdinaryDividend |
Nov 05, 2012 | $0.006 | OrdinaryDividend |
Oct 08, 2012 | $0.008 | OrdinaryDividend |
Sep 10, 2012 | $0.008 | OrdinaryDividend |
Aug 06, 2012 | $0.009 | OrdinaryDividend |
Jul 09, 2012 | $0.010 | OrdinaryDividend |
Jun 04, 2012 | $0.007 | OrdinaryDividend |
Apr 05, 2012 | $0.010 | OrdinaryDividend |
Mar 05, 2012 | $0.009 | OrdinaryDividend |
Feb 06, 2012 | $0.008 | OrdinaryDividend |
Dec 05, 2011 | $0.008 | OrdinaryDividend |
Nov 07, 2011 | $0.011 | OrdinaryDividend |
Oct 10, 2011 | $0.011 | OrdinaryDividend |
Sep 06, 2011 | $0.008 | OrdinaryDividend |
Aug 08, 2011 | $0.012 | OrdinaryDividend |
Jul 11, 2011 | $0.009 | OrdinaryDividend |
Jun 06, 2011 | $0.009 | OrdinaryDividend |
Apr 07, 2011 | $0.008 | OrdinaryDividend |
Mar 07, 2011 | $0.009 | OrdinaryDividend |
Feb 07, 2011 | $0.006 | OrdinaryDividend |
Dec 06, 2010 | $0.011 | OrdinaryDividend |
Nov 08, 2010 | $0.011 | OrdinaryDividend |
Oct 04, 2010 | $0.010 | OrdinaryDividend |
Sep 07, 2010 | $0.011 | OrdinaryDividend |
Aug 09, 2010 | $0.010 | OrdinaryDividend |
Jul 12, 2010 | $0.011 | OrdinaryDividend |
Jun 07, 2010 | $0.011 | OrdinaryDividend |
May 10, 2010 | $0.010 | OrdinaryDividend |
Apr 12, 2010 | $0.014 | OrdinaryDividend |
Mar 08, 2010 | $0.010 | OrdinaryDividend |
Feb 08, 2010 | $0.011 | OrdinaryDividend |
Dec 29, 2009 | $0.041 | OrdinaryDividend |
Dec 07, 2009 | $0.019 | OrdinaryDividend |
Nov 09, 2009 | $0.021 | OrdinaryDividend |
Oct 05, 2009 | $0.014 | OrdinaryDividend |
Sep 08, 2009 | $0.017 | OrdinaryDividend |
Aug 10, 2009 | $0.021 | OrdinaryDividend |
Jul 13, 2009 | $0.017 | OrdinaryDividend |
Jun 08, 2009 | $0.018 | OrdinaryDividend |
May 04, 2009 | $0.012 | OrdinaryDividend |
Apr 06, 2009 | $0.017 | OrdinaryDividend |
Mar 09, 2009 | $0.014 | OrdinaryDividend |
Feb 09, 2009 | $0.016 | OrdinaryDividend |
Dec 08, 2008 | $0.019 | OrdinaryDividend |
Nov 10, 2008 | $0.037 | OrdinaryDividend |
Oct 06, 2008 | $0.020 | OrdinaryDividend |
Sep 08, 2008 | $0.023 | OrdinaryDividend |
Aug 04, 2008 | $0.030 | OrdinaryDividend |
Jul 14, 2008 | $0.020 | OrdinaryDividend |
Jun 09, 2008 | $0.022 | OrdinaryDividend |
Apr 07, 2008 | $0.029 | OrdinaryDividend |
Mar 10, 2008 | $0.025 | OrdinaryDividend |
Feb 04, 2008 | $0.022 | OrdinaryDividend |
Dec 10, 2007 | $0.030 | OrdinaryDividend |
Nov 05, 2007 | $0.042 | OrdinaryDividend |
Oct 08, 2007 | $0.032 | OrdinaryDividend |
Sep 10, 2007 | $0.032 | OrdinaryDividend |
Aug 06, 2007 | $0.043 | OrdinaryDividend |
Jul 09, 2007 | $0.031 | OrdinaryDividend |
Jun 04, 2007 | $0.026 | OrdinaryDividend |
Apr 05, 2007 | $0.029 | OrdinaryDividend |
Mar 05, 2007 | $0.024 | OrdinaryDividend |
Feb 05, 2007 | $0.018 | OrdinaryDividend |
Dec 29, 2006 | $0.057 | ExtraDividend |
Dec 04, 2006 | $0.025 | OrdinaryDividend |
Nov 06, 2006 | $0.035 | OrdinaryDividend |
Oct 09, 2006 | $0.025 | OrdinaryDividend |
Sep 11, 2006 | $0.029 | OrdinaryDividend |
Aug 07, 2006 | $0.033 | OrdinaryDividend |
Jul 10, 2006 | $0.028 | OrdinaryDividend |
Jun 05, 2006 | $0.023 | OrdinaryDividend |
Apr 10, 2006 | $0.030 | OrdinaryDividend |
Mar 06, 2006 | $0.021 | OrdinaryDividend |
Feb 06, 2006 | $0.024 | OrdinaryDividend |
Dec 30, 2005 | $0.046 | ExtraDividend |
Dec 05, 2005 | $0.022 | OrdinaryDividend |
Nov 07, 2005 | $0.024 | OrdinaryDividend |
Oct 10, 2005 | $0.022 | OrdinaryDividend |
Sep 06, 2005 | $0.022 | OrdinaryDividend |
Aug 08, 2005 | $0.025 | OrdinaryDividend |
Jul 05, 2005 | $0.018 | OrdinaryDividend |
Jun 06, 2005 | $0.016 | OrdinaryDividend |
Apr 04, 2005 | $0.016 | OrdinaryDividend |
Mar 07, 2005 | $0.016 | OrdinaryDividend |
Feb 07, 2005 | $0.168 | OrdinaryDividend |
Dec 30, 2004 | $0.044 | OrdinaryDividend |
Dec 06, 2004 | $0.013 | OrdinaryDividend |
Nov 08, 2004 | $0.016 | OrdinaryDividend |
Oct 04, 2004 | $0.014 | OrdinaryDividend |
Sep 07, 2004 | $0.014 | OrdinaryDividend |
Aug 09, 2004 | $0.012 | OrdinaryDividend |
Jul 06, 2004 | $0.013 | OrdinaryDividend |
Jun 04, 2004 | $0.012 | OrdinaryDividend |
Feb 09, 2004 | $0.032 | OrdinaryDividend |
Dec 29, 2003 | $0.038 | OrdinaryDividend |
Nov 10, 2003 | $0.008 | OrdinaryDividend |
Oct 06, 2003 | $0.015 | OrdinaryDividend |
FAFAX - Fund Manager Analysis
Managers
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Jun 30, 2011
10.93
10.9%
Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Brett Sumsion
Start Date
Tenure
Tenure Rank
Jan 21, 2014
8.36
8.4%
Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. 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 | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 17.59 | 6.51 | 3.75 |