FFFHX: Fidelity Freedom® 2050 Fund - MutualFunds.com
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Fidelity Freedom® 2050

FFFHX - Snapshot

Vitals

  • YTD Return 5.1%
  • 3 Yr Annualized Return 13.9%
  • 5 Yr Annualized Return 14.3%
  • Net Assets $16.9 B
  • Holdings in Top 10 72.2%

52 WEEK LOW AND HIGH

$14.67
$10.33
$15.14

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.75%

SALES FEES

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

BROKERAGE FEES

  • Turnover 27.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $2,500

Fund Classification

  • Primary Theme
    Target-Date 2050
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2050

Compare FFFHX to Popular Target-Date 2050 Funds

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Institutional Target Retirement 2050 Fund

Fund

$32.50

+1.53%

$29.49 B

1.55%

$0.50

8.44%

-

Vanguard Target Retirement 2050 Fund

Fund

$49.27

+1.50%

$25.35 B

1.53%

$0.74

8.40%

-

American Funds 2050 Target Date Retirement Fund®

Fund

$20.13

+1.51%

$18.39 B

0.59%

$0.12

7.53%

0.34%

Fidelity Freedom® 2050 Fund

Fund

$14.24

-2.93%

$16.87 B

0.96%

$0.14

5.09%

0.75%

T. Rowe Price Retirement 2050 Fund

Fund

$19.34

+1.68%

$8.45 B

0.58%

$0.11

10.01%

0.35%

FFFHX - Profile

Distributions

  • YTD Total Return 5.1%
  • 3 Yr Annualized Total Return 13.9%
  • 5 Yr Annualized Total Return 14.3%
  • Capital Gain Distribution Frequency Semi-Monthly
  • Net Income Ratio 1.53%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Freedom® 2050 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jun 01, 2006
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Dierdorf

Fund Description

The fund invests in a combination of Fidelity ® domestic equity funds, international equity funds, bond funds, and short-term funds. It allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2050.

FFFHX - Performance

Return Ranking - Trailing

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
YTD 5.1% 4.2% 11.3% 97.24%
1 Yr 49.4% 31.2% 49.9% 3.65%
3 Yr 13.9%* 9.9% 14.9% 22.00%
5 Yr 14.3%* 10.7% 14.8% 11.80%
10 Yr 9.7%* 7.5% 11.3% 42.02%

* Annualized

Return Ranking - Calendar

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
2020 11.8% 2.3% 15.5% 40.49%
2019 17.2% 6.3% 23.2% 63.68%
2018 -15.2% -25.1% -7.4% 56.74%
2017 17.4% -20.0% 20.1% 40.36%
2016 4.1% -1.7% 8.2% 63.38%

Total Return Ranking - Trailing

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
YTD 5.1% 4.2% 11.3% 97.24%
1 Yr 49.4% 29.2% 49.9% 3.70%
3 Yr 13.9%* 8.0% 14.9% 20.71%
5 Yr 14.3%* 10.1% 14.8% 11.36%
10 Yr 9.7%* 7.5% 11.3% 41.88%

* Annualized

Total Return Ranking - Calendar

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
2020 11.8% 2.3% 15.5% 40.49%
2019 17.2% 6.3% 23.2% 63.68%
2018 -12.9% -25.1% -5.6% 55.62%
2017 22.3% -20.0% 26.5% 4.22%
2016 8.6% 0.6% 11.1% 16.90%

NAV & Total Return History

FFFHX - Holdings

Concentration Analysis

FFFHX Category Low Category High FFFHX % Rank
Net Assets 16.9 B 166 K 29.5 B 7.05%
Number of Holdings 37 4 515 0.88%
Net Assets in Top 10 12.3 B 129 K 26.3 B 7.05%
Weighting of Top 10 72.16% 38.3% 100.0% 93.85%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 13.91%
  2. Fidelity® Series Intrinsic Opps 8.28%
  3. Fidelity® Series Growth Company 7.67%
  4. Fidelity® Series Large Cap Stock 7.18%
  5. Fidelity® Series International Value 6.82%
  6. Fidelity® Series Overseas 6.69%
  7. Fidelity® Series International Growth 6.64%
  8. Fidelity® Series Stk Selec Lg Cp Val 6.18%
  9. Fidelity® Series Value Discovery 4.77%
  10. Fidelity® Series Opportunistic Insights 4.03%

Asset Allocation

Weighting Return Low Return High FFFHX % Rank
Stocks 		88.03% 64.10% 102.16% 61.67%
Bonds 		6.25% -4.91% 92.08% 65.64%
Cash 		5.09% -84.79% 16.25% 13.66%
Other 		0.42% -0.10% 13.67% 29.07%
Preferred Stocks 		0.14% 0.00% 0.34% 27.75%
Convertible Bonds 		0.08% 0.00% 0.75% 48.02%

Stock Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Financial Services 		18.06% 12.72% 18.60% 7.05%
Technology 		17.96% 14.77% 21.25% 70.93%
Consumer Cyclical 		12.70% 9.30% 14.27% 42.73%
Industrials 		11.87% 9.57% 14.54% 31.28%
Healthcare 		11.82% 8.99% 15.70% 59.47%
Communication Services 		8.74% 6.43% 11.00% 59.03%
Consumer Defense 		5.47% 4.54% 12.10% 88.11%
Basic Materials 		5.22% 3.00% 5.67% 10.57%
Energy 		4.03% 1.80% 4.03% 0.44%
Utilities 		2.19% 0.55% 4.60% 88.55%
Real Estate 		1.94% 1.81% 9.19% 98.68%

Stock Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
Non US 		44.10% 17.06% 47.56% 2.64%
US 		43.93% 33.92% 74.74% 95.15%

Bond Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Cash & Equivalents 		44.29% 1.31% 96.45% 15.86%
Government 		43.61% 3.14% 71.57% 12.78%
Corporate 		10.52% 0.00% 63.20% 84.14%
Securitized 		1.05% 0.00% 38.21% 92.51%
Derivative 		0.54% 0.00% 31.70% 33.92%
Municipal 		0.01% 0.00% 13.88% 73.13%

Bond Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
US 		5.40% -1.96% 49.92% 59.03%
Non US 		0.85% -2.95% 42.16% 57.27%

FFFHX - Expenses

Operational Fees

FFFHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.75% 0.01% 26.33% 38.81%
Management Fee 0.75% 0.00% 0.92% 95.54%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.30% N/A

Sales Fees

FFFHX 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

FFFHX 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.

FFFHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 27.00% 2.16% 98.00% 46.45%

FFFHX - Distributions

Dividend Yield Analysis

FFFHX Category Low Category High FFFHX % Rank
Dividend Yield 0.00% 0.00% 0.15% 41.41%

Dividend Distribution Analysis

FFFHX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Quarterly Annually

Net Income Ratio Analysis

FFFHX Category Low Category High FFFHX % Rank
Net Income Ratio 1.53% 0.11% 6.88% 55.56%

Capital Gain Distribution Analysis

FFFHX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Monthly Annually Semi-Annually Annually

Dividend Payout History

View More +

FFFHX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 30, 2011

9.84

9.8%

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

7.28

7.3%

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
0.04 16.01 4.93 1.33

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