FFBQX: Fidelity Freedom® Blend 2065 Fund - MutualFunds.com
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Fidelity Freedom® Blend 2065 Fund

FFBQX - Snapshot

Vitals

  • YTD Return 10.9%
  • 3 Yr Annualized Return N/A
  • 5 Yr Annualized Return N/A
  • Net Assets $18.9 M
  • Holdings in Top 10 81.0%

52 WEEK LOW AND HIGH

$13.47
$10.47
$13.47

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.34%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 38.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA N/A

Fund Classification

  • Primary Theme N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2065+

Compare FFBQX to Popular Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

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FFBQX - Profile

Distributions

  • YTD Total Return 10.9%
  • 3 Yr Annualized Total Return N/A
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio 1.45%
DIVIDENDS
  • Dividend Yield 1.1%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Fidelity Freedom® Blend 2065 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jun 28, 2019
  • Shares Outstanding
    N/A
  • Share Class
    Retirement
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Dierdorf

Fund Description

The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2065.

FFBQX - Performance

Return Ranking - Trailing

Period FFBQX Return Category Return Low Category Return High Rank in Category (%)
YTD 10.9% 3.9% 12.9% 66.27%
1 Yr 40.5% 30.7% 65.2% 27.30%
3 Yr N/A* 8.7% 13.7% N/A
5 Yr N/A* 10.3% 14.1% N/A
10 Yr N/A* N/A N/A N/A

* Annualized

Return Ranking - Calendar

Period FFBQX Return Category Return Low Category Return High Rank in Category (%)
2020 13.8% -3.3% 18.9% 30.61%
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

Total Return Ranking - Trailing

Period FFBQX Return Category Return Low Category Return High Rank in Category (%)
YTD 10.9% 3.9% 12.9% 66.27%
1 Yr 40.5% 30.7% 65.2% 25.18%
3 Yr N/A* 7.7% 13.7% N/A
5 Yr N/A* 9.6% 14.1% N/A
10 Yr N/A* N/A N/A N/A

* Annualized

Total Return Ranking - Calendar

Period FFBQX Return Category Return Low Category Return High Rank in Category (%)
2020 13.8% -3.3% 18.9% 30.61%
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

NAV & Total Return History

FFBQX - Holdings

Concentration Analysis

FFBQX Category Low Category High FFBQX % Rank
Net Assets 18.9 M 60.7 K 7.18 B 54.03%
Number of Holdings 30 4 494 12.26%
Net Assets in Top 10 14.2 M 51.6 K 7.13 B 56.40%
Weighting of Top 10 81.02% 38.0% 100.0% 68.54%

Top 10 Holdings

  1. Fidelity® Series Large Cap Value Index 14.61%
  2. Fidelity® Series Emerging Markets Opps 14.24%
  3. Fidelity® Series Blue Chip Growth 10.50%
  4. Fidelity® Series Large Cap Stock 7.69%
  5. Fidelity® Series Large Cp Grwth Idx 6.73%
  6. Fidelity® Series International Growth 6.11%
  7. Fidelity® Series Overseas 6.10%
  8. Fidelity® Series International Value 6.07%
  9. Fidelity® Series Value Discovery 5.46%
  10. Fidelity® Series Small Cap Opps 3.52%

Asset Allocation

Weighting Return Low Return High FFBQX % Rank
Stocks 		88.32% 65.98% 98.58% 69.48%
Bonds 		6.68% 0.00% 92.61% 42.51%
Cash 		4.20% -86.71% 14.73% 22.07%
Other 		0.62% -0.07% 13.26% 19.62%
Preferred Stocks 		0.13% 0.00% 0.36% 40.05%
Convertible Bonds 		0.05% 0.00% 0.77% 66.49%

Stock Sector Breakdown

Weighting Return Low Return High FFBQX % Rank
Technology 		19.12% 14.77% 21.46% 47.96%
Financial Services 		17.33% 12.29% 18.11% 16.08%
Consumer Cyclical 		12.49% 9.27% 14.12% 41.69%
Industrials 		11.70% 9.57% 15.26% 43.87%
Healthcare 		10.83% 8.82% 15.72% 89.65%
Communication Services 		9.28% 6.12% 11.04% 44.96%
Consumer Defense 		5.73% 4.55% 11.70% 83.11%
Basic Materials 		5.25% 2.40% 5.65% 22.07%
Energy 		3.62% 1.87% 4.03% 5.18%
Real Estate 		2.34% 1.82% 9.04% 82.83%
Utilities 		2.30% 0.55% 4.39% 86.38%

Stock Geographic Breakdown

Weighting Return Low Return High FFBQX % Rank
US 		46.80% 34.23% 75.57% 89.37%
Non US 		41.52% 18.37% 51.41% 15.26%

Bond Sector Breakdown

Weighting Return Low Return High FFBQX % Rank
Government 		50.73% 0.00% 72.52% 14.44%
Cash & Equivalents 		37.67% 1.23% 99.01% 32.70%
Corporate 		10.18% 0.08% 63.17% 88.28%
Securitized 		0.91% 0.00% 29.24% 92.92%
Derivative 		0.51% 0.00% 31.93% 33.79%
Municipal 		0.00% 0.00% 4.01% 91.55%

Bond Geographic Breakdown

Weighting Return Low Return High FFBQX % Rank
US 		5.88% -0.24% 50.12% 40.33%
Non US 		0.80% 0.00% 42.49% 55.31%

FFBQX - Expenses

Operational Fees

FFBQX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.34% 0.02% 35.30% 88.12%
Management Fee 0.34% 0.00% 0.94% 66.13%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.30% N/A

Sales Fees

FFBQX 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

FFBQX 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.

FFBQX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 38.00% 3.00% 208.00% 48.31%

FFBQX - Distributions

Dividend Yield Analysis

FFBQX Category Low Category High FFBQX % Rank
Dividend Yield 1.08% 0.00% 1.44% 73.66%

Dividend Distribution Analysis

FFBQX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

FFBQX Category Low Category High FFBQX % Rank
Net Income Ratio 1.45% -0.04% 8.75% 14.34%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

FFBQX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 28, 2019

2.01

2.0%

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

2.01

2.0%

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
0.06 8.11 2.38 1.25

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