Fidelity Advisor Freedom® 2065 Fund

Snapshot

Compare

Profile

Performance

FDFVX - Snapshot

Vitals

YTD Return 10.6%
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

$11.66

$7.51

$11.82

Expenses

OPERATING RELATED FEES

Expense Ratio 1.25%

SALES FEES

Front Load 3.50%
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

$42.67

-0.14%

$5.89 B

1.88%

$0.80

11.82%

Vanguard Institutional Target Retirement 2060 Fund

Fund

$29.54

+1.37%

$3.99 B

1.87%

$0.54

12.06%

American Funds 2060 Target Date Retirement Fund®

Fund

$15.45

+1.18%

$3.29 B

0.67%

$0.10

13.94%

Fidelity Freedom® 2060 Fund

Fund

$13.77

+1.40%

$2.29 B

$0.19

10.60%

T. Rowe Price Retirement 2060 Fund

Fund

$14.40

+1.41%

$1.19 B

1.13%

$0.16

14.01%

FDFVX - Profile

Distributions

YTD Total Return 10.6%
3 Yr Annualized Total Return N/A
5 Yr Annualized Total Return N/A
Capital Gain Distribution Frequency N/A
Net Income Ratio 1.35%

DIVIDENDS

Dividend Yield 1.3%
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

M
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.

FDFVX - Performance

Return Ranking - Trailing

Period	FDFVX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	10.6%	-3.3%	15.7%	51.56%
1 Yr	5.4%	-3.1%	9.6%	40.24%
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	FDFVX 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	FDFVX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	10.6%	-3.3%	15.7%	51.56%
1 Yr	1.8%	-7.2%	9.6%	74.19%
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	FDFVX 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

FDFVX - Holdings

Concentration Analysis

	FDFVX	Category Low	Category High	FDFVX % Rank
Net Assets	12 M	110 K	5.89 B	53.64%
Number of Holdings	28	1	478	11.52%
Net Assets in Top 10	8.37 M	77.7 K	5.84 B	58.48%
Weighting of Top 10	73.62%	40.2%	100.0%	93.31%

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	FDFVX % Rank
Stocks	88.40%	70.05%	116.64%	56.36%
Bonds	6.35%	0.00%	77.00%	42.12%
Cash	4.67%	-100.32%	15.96%	32.73%
Other	0.33%	-0.10%	10.79%	26.97%
Preferred Stocks	0.18%	0.00%	0.36%	21.52%
Convertible Bonds	0.07%	0.00%	0.94%	28.79%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FDFVX % Rank
Technology	19.46%	15.16%	22.85%	38.48%
Financial Services	17.03%	11.37%	17.10%	1.82%
Healthcare	13.15%	10.41%	18.09%	45.15%
Consumer Cyclical	10.88%	9.20%	13.80%	85.45%
Industrials	10.63%	8.87%	14.84%	40.30%
Communication Services	9.87%	7.11%	11.27%	20.00%
Consumer Defense	6.18%	5.11%	12.48%	89.09%
Basic Materials	4.98%	2.08%	5.66%	6.36%
Energy	3.68%	1.56%	3.84%	2.42%
Real Estate	2.21%	1.90%	9.11%	94.55%
Utilities	1.93%	0.80%	4.98%	96.67%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FDFVX % Rank
US	45.73%	35.98%	73.92%	91.52%
Non US	42.67%	18.49%	48.17%	6.06%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FDFVX % Rank
Government	43.09%	0.00%	70.75%	15.15%
Cash & Equivalents	42.40%	0.99%	99.74%	41.82%
Corporate	12.99%	0.08%	62.14%	65.45%
Securitized	1.36%	0.00%	35.14%	83.94%
Derivative	0.16%	0.00%	33.20%	26.67%
Municipal	0.01%	0.00%	2.85%	76.97%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FDFVX % Rank
US	5.56%	0.00%	58.54%	42.12%
Non US	0.79%	0.00%	18.46%	48.48%

FDFVX - Expenses

Operational Fees

	FDFVX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	1.25%	0.03%	24.58%	37.83%
Management Fee	0.75%	0.00%	0.95%	94.41%
12b-1 Fee	0.50%	0.00%	1.00%	73.89%
Administrative Fee	N/A	0.01%	0.30%	N/A

Sales Fees

	FDFVX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Front Load	3.50%	3.50%	5.75%	96.97%
Deferred Load	N/A	1.00%	4.00%	N/A

Trading Fees

	FDFVX 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.

	FDFVX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	33.00%	1.00%	208.00%	56.60%

FDFVX - Distributions

Dividend Yield Analysis

	FDFVX	Category Low	Category High	FDFVX % Rank
Dividend Yield	1.34%	0.00%	2.86%	6.41%

Dividend Distribution Analysis

	FDFVX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	Annually	Annually	Annually	Annually

Net Income Ratio Analysis

	FDFVX	Category Low	Category High	FDFVX % Rank
Net Income Ratio	1.35%	-0.42%	7.08%	74.61%

Capital Gain Distribution Analysis

	FDFVX	Category Low	Category High	Capital Mode
Capital Gain Distribution Frequency		Annually	Annually	Annually

Dividend Payout History

Date	Amount
Dec 31, 2019	$0.158

View More +

FDFVX - 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

FDFVX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FDFVX - Profile

Distributions

Fund Details

Fund Description

FDFVX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FDFVX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FDFVX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FDFVX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FDFVX - Fund Manager Analysis

Managers

Andrew Dierdorf

Brett Sumsion

Tenure Analysis

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