Fidelity Advisor Freedom® 2065 Fund

Snapshot

Compare

Profile

Performance

FDFSX - Snapshot

Vitals

YTD Return 11.3%
3 Yr Annualized Return N/A
5 Yr Annualized Return N/A
Net Assets $12 M
Holdings in Top 10 73.6%

52 WEEK LOW AND HIGH

$11.84

$7.52

$11.90

Expenses

OPERATING RELATED FEES

Expense Ratio 0.75%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 33.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $0
IRA $500

Fund Classification

Primary Theme
Target-Date 2060+
Fund Type Open End Mutual Fund
Investment Style Target-Date 2060+

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Target Retirement 2060 Fund

Fund

$42.89

+0.52%

$5.89 B

1.88%

$0.80

12.40%

Vanguard Institutional Target Retirement 2060 Fund

Fund

$29.65

+0.54%

$3.99 B

1.84%

$0.54

12.48%

American Funds 2060 Target Date Retirement Fund®

Fund

$15.52

+0.58%

$3.29 B

0.67%

$0.10

14.45%

Fidelity Freedom® 2060 Fund

Fund

$13.81

+0.51%

$2.29 B

$0.19

10.92%

T. Rowe Price Retirement 2060 Fund

Fund

$14.43

+0.42%

$1.19 B

1.11%

$0.16

14.25%

FDFSX - Profile

Distributions

YTD Total Return 11.3%
3 Yr Annualized Total Return N/A
5 Yr Annualized Total Return N/A
Capital Gain Distribution Frequency N/A
Net Income Ratio 1.85%

DIVIDENDS

Dividend Yield 1.5%
Dividend Distribution Frequency Annually

Fund Details

Legal Name

Fidelity Advisor Freedom® 2065 Fund
Fund Family Name

Fidelity Investments
Inception Date

Jun 28, 2019
Shares Outstanding

N/A
Share Class

Inst
Currency

USD
Domiciled Country

United States
Manager

Andrew Dierdorf

Fund Description

The fund invests primarily in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds). It allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Advisor Freedom® Income Fund.

FDFSX - Performance

Return Ranking - Trailing

Period	FDFSX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	11.3%	-3.3%	16.1%	46.88%
1 Yr	6.0%	-3.1%	9.6%	30.68%
3 Yr	N/A*	2.4%	7.8%	N/A
5 Yr	N/A*	5.6%	9.7%	N/A
10 Yr	N/A*	N/A	N/A	N/A

* Annualized

Return Ranking - Calendar

Period	FDFSX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	11.7%	29.3%	N/A
2018	N/A	-23.9%	-7.8%	N/A
2017	N/A	13.0%	20.8%	N/A
2016	N/A	1.7%	8.6%	N/A
2015	N/A	-5.8%	-1.8%	N/A

Total Return Ranking - Trailing

Period	FDFSX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	11.3%	-3.3%	16.1%	46.88%
1 Yr	6.0%	-7.2%	9.6%	29.03%
3 Yr	N/A*	1.2%	7.8%	N/A
5 Yr	N/A*	5.0%	9.7%	N/A
10 Yr	N/A*	N/A	N/A	N/A

* Annualized

Total Return Ranking - Calendar

Period	FDFSX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	11.7%	29.3%	N/A
2018	N/A	-23.9%	-5.7%	N/A
2017	N/A	14.1%	22.7%	N/A
2016	N/A	1.7%	11.0%	N/A
2015	N/A	-5.8%	-0.2%	N/A

NAV & Total Return History

FDFSX - Holdings

Concentration Analysis

	FDFSX	Category Low	Category High	FDFSX % Rank
Net Assets	12 M	110 K	5.89 B	54.65%
Number of Holdings	28	1	478	12.69%
Net Assets in Top 10	8.37 M	77.7 K	5.84 B	59.52%
Weighting of Top 10	73.62%	40.2%	100.0%	94.67%

Top 10 Holdings

FidelityÂ® Series Emerging Markets Opps 13.93%
FidelityÂ® Series Large Cap Stock 9.73%
FidelityÂ® Series International Growth 7.12%
FidelityÂ® Series Overseas 7.08%
FidelityÂ® Series International Value 6.90%
FidelityÂ® Series Value Discovery 6.42%
FidelityÂ® Series Stk Selec Lg Cp Val 6.27%
Fidelity AdvisorÂ® Series Equity Gr 6.18%
FidelityÂ® Series Opportunistic Insights 5.69%
Fidelity AdvisorÂ® Series Growth Opps 4.30%

Asset Allocation

	Weighting	Return Low	Return High	FDFSX % Rank
Stocks	88.40%	70.05%	116.64%	57.70%
Bonds	6.35%	0.00%	77.00%	43.20%
Cash	4.67%	-100.32%	15.96%	33.84%
Other	0.33%	-0.10%	10.79%	29.00%
Preferred Stocks	0.18%	0.00%	0.36%	23.56%
Convertible Bonds	0.07%	0.00%	0.94%	30.82%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FDFSX % Rank
Technology	19.46%	15.16%	22.85%	39.88%
Financial Services	17.03%	11.37%	17.10%	3.02%
Healthcare	13.15%	10.41%	18.09%	46.22%
Consumer Cyclical	10.88%	9.20%	13.80%	86.71%
Industrials	10.63%	8.87%	14.84%	41.69%
Communication Services	9.87%	7.11%	11.27%	21.15%
Consumer Defense	6.18%	5.11%	12.48%	90.33%
Basic Materials	4.98%	2.08%	5.66%	7.55%
Energy	3.68%	1.56%	3.84%	3.63%
Real Estate	2.21%	1.90%	9.11%	95.77%
Utilities	1.93%	0.80%	4.98%	97.89%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FDFSX % Rank
US	45.73%	35.98%	73.92%	92.75%
Non US	42.67%	18.49%	48.17%	7.25%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FDFSX % Rank
Government	43.09%	0.00%	70.75%	16.31%
Cash & Equivalents	42.40%	0.99%	99.74%	43.20%
Corporate	12.99%	0.08%	62.14%	66.77%
Securitized	1.36%	0.00%	35.14%	85.20%
Derivative	0.16%	0.00%	33.20%	28.70%
Municipal	0.01%	0.00%	2.85%	79.15%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FDFSX % Rank
US	5.56%	0.00%	58.54%	43.20%
Non US	0.79%	0.00%	18.46%	50.45%

FDFSX - Expenses

Operational Fees

	FDFSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.75%	0.03%	24.58%	57.83%
Management Fee	0.75%	0.00%	0.95%	96.19%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.01%	0.30%	N/A

Sales Fees

	FDFSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	N/A	3.50%	5.75%	N/A
Deferred Load	N/A	1.00%	4.00%	N/A

Trading Fees

	FDFSX 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.

	FDFSX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	33.00%	1.00%	208.00%	58.49%

FDFSX - Distributions

Dividend Yield Analysis

	FDFSX	Category Low	Category High	FDFSX % Rank
Dividend Yield	1.50%	0.00%	2.85%	4.07%

Dividend Distribution Analysis

	FDFSX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	Annually	Annually	Monthly	Semi-Annually

Net Income Ratio Analysis

	FDFSX	Category Low	Category High	FDFSX % Rank
Net Income Ratio	1.85%	-0.42%	7.08%	41.80%

Capital Gain Distribution Analysis

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

Dividend Payout History

Date	Amount
Dec 31, 2019	$0.179

View More +

FDFSX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 28, 2019

1.35

1.4%

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

Jun 28, 2019

1.35

1.4%

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
0.05	7.69	2.36	0.83

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Fidelity Advisor Freedom® 2065 Fund

FDFSX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FDFSX - Profile

Distributions

Fund Details

Fund Description

FDFSX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FDFSX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FDFSX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FDFSX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FDFSX - Fund Manager Analysis

Managers

Andrew Dierdorf

Brett Sumsion

Tenure Analysis

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