FDBFX: Fidelity Advisor Freedom® 2020 B

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FDBFX Fidelity Advisor Freedom® 2020 B

  • Fund
  • FDBFX
  • Price as of: N/A
  • N/A
    N/A N/A
  • Primary Category
  • N/A
  • Fund Company
  • N/A
  • Share Class

Profile

FDBFX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 3.7%
  • 5 Yr Annualized Return 3.8%
  • Net Assets $2.75 B
  • Holdings in Top 10 75.1%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.00%

SALES FEES

  • Front Load N/A
  • Deferred Load 5.00%

BROKERAGE FEES

  • Turnover 21.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Sep 01, 2010
  • Standard (Taxable) $2,500
  • IRA $500

Fund Classification

  • Primary Caregory N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2020

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 2.8%
  • 5 Yr Annualized Total Return 3.4%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 0.84%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Advisor Freedom® 2020 Fund
  • Fund Family Name
    N/A
  • Inception Date
    Jul 24, 2003
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Dierdorf

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Categories

FDBFX - Mutual Fund Categories


Performance

FDBFX - Performance

Return Ranking - Trailing

Period FDBFX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -4.1% 16.7% N/A
1 Yr -2.6% -17.8% 4.4% N/A
3 Yr 3.7%* -18.7% 8.8% N/A
5 Yr 3.8%* -12.4% 7.7% N/A
10 Yr 3.5%* -6.0% 8.7% N/A

* Annualized

Return Ranking - Calendar

Period FDBFX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -25.1% 0.0% N/A
2018 N/A -36.9% 20.0% N/A
2017 N/A -5.2% 8.1% N/A
2016 N/A -25.3% -0.8% N/A
2015 N/A -49.7% 34.8% N/A

Total Return Ranking - Trailing

Period FDBFX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -3.9% 16.7% N/A
1 Yr -7.2% -17.8% 6.9% N/A
3 Yr 2.8%* -18.7% 11.5% N/A
5 Yr 3.4%* -12.4% 8.1% N/A
10 Yr 3.5%* -4.2% 12.1% N/A

* Annualized

Total Return Ranking - Calendar

Period FDBFX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -25.1% 0.0% N/A
2018 N/A -36.9% 26.6% N/A
2017 N/A -4.7% 12.3% N/A
2016 N/A -25.3% 3.9% N/A
2015 N/A -47.6% 39.2% N/A

NAV & Total Return History


Holdings

FDBFX - Holdings

Concentration Analysis

FDBFX Category Low Category High FDBFX % Rank
Net Assets 2.75 B 1.29 M 42.8 B N/A
Number of Holdings 26 2 138 N/A
Net Assets in Top 10 2.06 B 1.09 M 42.7 B N/A
Weighting of Top 10 75.09% 17.8% 111.1% N/A

Top 10 Holdings

  1. Fidelity Advisor® Ser Equity-Income 7.74%
  2. Fidelity Advisor® Series Growth & Income 5.35%
  3. Fidelity Advisor® Ser Stk Sel Lg Cp Val 5.16%
  4. Fidelity Advisor® Ser Oppc Insights 3.91%

Asset Allocation

Weighting Return Low Return High FDBFX % Rank
Stocks
61.13% 0.08% 97.49% N/A
Bonds
30.25% 0.03% 137.62% N/A
Cash
8.15% -100.79% 30.94% N/A
Preferred Stocks
0.34% 0.00% 7.14% N/A
Convertible Bonds
0.10% 0.00% 3.23% N/A
Other
0.02% -0.46% 74.41% N/A

Stock Sector Breakdown

Weighting Return Low Return High FDBFX % Rank
Technology
10.82% 0.91% 20.66% N/A
Financial Services
10.69% 1.51% 18.80% N/A
Healthcare
7.41% 0.62% 13.46% N/A
Consumer Cyclical
6.98% 0.85% 12.79% N/A
Industrials
6.45% 0.75% 13.93% N/A
Consumer Defense
5.66% 0.74% 17.35% N/A
Energy
3.69% 0.36% 6.45% N/A
Communication Services
2.52% 0.30% 4.78% N/A
Basic Materials
2.10% 0.20% 5.40% N/A
Real Estate
1.98% 0.25% 18.90% N/A
Utilities
1.73% 0.03% 5.43% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FDBFX % Rank
US
41.18% 0.07% 66.19% N/A
Non US
19.95% 0.00% 46.35% N/A

Bond Sector Breakdown

Weighting Return Low Return High FDBFX % Rank
Corporate
16.70% 0.00% 54.72% N/A
Cash & Equivalents
8.14% -120.10% 30.94% N/A
Government
6.82% 0.00% 137.62% N/A
Securitized
6.28% 0.00% 60.24% N/A
Municipal
0.74% 0.00% 3.09% N/A
Derivative
0.02% -2.76% 15.93% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FDBFX % Rank
US
26.38% 0.03% 137.62% N/A
Non US
3.87% 0.00% 22.80% N/A

Expenses

FDBFX - Expenses

Operational Fees

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

Sales Fees

FDBFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load 5.00% 1.00% 4.00% N/A

Trading Fees

FDBFX 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.

FDBFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 21.00% 0.00% 106.00% N/A

Distributions

FDBFX - Distributions

Dividend Yield Analysis

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

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FDBFX Category Low Category High FDBFX % Rank
Net Income Ratio 0.84% -0.99% 35.20% N/A

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FDBFX - Fund Manager Analysis

Managers

Andrew Dierdorf


Start Date

Tenure

Tenure Rank

Jun 30, 2011

4.92

4.9%

Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments and is responsible for managing Fidelity’s target date portfolios, including the Pyramis Lifecycle portfolios. He is also a co-manager for the Four in One Index Fund, Global Strategies Fund, and Tactical Strategies Fund. Andrew earned his Bachelor of Science degree in statistics from the University of Delaware, where he also minored in economics. He is a Chartered Financial Analyst charterholder.

Brett F. Sumsion


Start Date

Tenure

Tenure Rank

Jan 21, 2014

2.36

2.4%

Brett Sumsion is a portfolio manager within the Global Asset Allocation group at Fidelity Investments. Brett co-manages Fidelity Income Replacement Funds, Pyramis Lifecycle Funds, Fidelity ClearPath Retirement Portfolios, ClearPath Lifecycle Solutions and Fidelity Income Replacement Portfolios. Brett earned his Bachelor of Arts degree in economics from Brigham Young University and his MBA in finance from The Wharton School at the University of Pennsylvania.

Tenure Analysis

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