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

FFFHX - Snapshot

Vitals

  • YTD Return 7.9%
  • 3 Yr Annualized Return 14.8%
  • 5 Yr Annualized Return 14.9%
  • Net Assets $17.4 B
  • Holdings in Top 10 72.1%

52 WEEK LOW AND HIGH

$14.57
$11.65
$15.14

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.75%

SALES FEES

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

BROKERAGE FEES

  • Turnover 21.00%

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

$33.71

+0.57%

$32.52 B

1.48%

$0.50

12.48%

0.09%

Vanguard Target Retirement 2050 Fund

Fund

$51.09

+0.59%

$24.00 B

1.46%

$0.74

12.41%

0.15%

American Funds 2050 Target Date Retirement Fund®

Fund

$20.94

-0.14%

$19.23 B

0.57%

$0.12

11.86%

0.72%

Fidelity Freedom® 2050 Fund

Fund

$14.62

+0.34%

$17.41 B

-

$0.14

7.90%

0.75%

T. Rowe Price Retirement 2050 Fund

Fund

$20.02

+0.76%

$8.59 B

0.55%

$0.11

13.88%

0.88%

FFFHX - Profile

Distributions

  • YTD Total Return 7.9%
  • 3 Yr Annualized Total Return 14.8%
  • 5 Yr Annualized Total Return 14.9%
  • Capital Gain Distribution Frequency Semi-Monthly
  • Net Income Ratio 0.96%
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 ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser 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 7.9% 7.0% 15.0% 97.24%
1 Yr 41.4% 28.9% 41.7% 1.36%
3 Yr 14.8%* 10.8% 15.5% 15.35%
5 Yr 14.9%* 11.1% 15.2% 7.82%
10 Yr 10.5%* 8.2% 11.9% 32.52%

* 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 7.9% 7.0% 15.0% 97.24%
1 Yr 41.4% 24.3% 41.7% 1.38%
3 Yr 14.8%* 9.0% 15.5% 15.58%
5 Yr 14.9%* 10.6% 15.2% 7.91%
10 Yr 10.5%* 8.2% 11.9% 33.06%

* 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 17.4 B 184 K 32.5 B 7.02%
Number of Holdings 38 4 520 0.88%
Net Assets in Top 10 12.4 B 142 K 32.1 B 7.02%
Weighting of Top 10 72.06% 39.0% 100.0% 94.03%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 14.15%
  2. Fidelity® Series Intrinsic Opps 8.15%
  3. Fidelity® Series Growth Company 7.58%
  4. Fidelity® Series Large Cap Stock 7.07%
  5. Fidelity® Series International Value 6.84%
  6. Fidelity® Series Overseas 6.82%
  7. Fidelity® Series International Growth 6.81%
  8. Fidelity® Series Stk Selec Lg Cp Val 6.02%
  9. Fidelity® Series Value Discovery 4.63%
  10. Fidelity® Series Opportunistic Insights 4.00%

Asset Allocation

Weighting Return Low Return High FFFHX % Rank
Stocks 		87.61% 69.45% 99.45% 62.28%
Bonds 		6.59% -23.35% 95.43% 60.53%
Cash 		5.04% -87.69% 53.03% 20.61%
Other 		0.57% -2.84% 4.94% 27.19%
Preferred Stocks 		0.13% 0.00% 0.38% 26.32%
Convertible Bonds 		0.07% 0.00% 0.79% 56.58%

Stock Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Financial Services 		18.53% 12.72% 18.88% 4.39%
Technology 		17.55% 14.80% 22.07% 76.32%
Consumer Cyclical 		12.41% 8.97% 15.03% 50.88%
Industrials 		12.19% 9.41% 14.80% 19.74%
Healthcare 		11.82% 8.78% 15.00% 54.82%
Communication Services 		8.73% 6.82% 11.19% 50.88%
Basic Materials 		5.37% 3.06% 6.00% 9.65%
Consumer Defense 		5.31% 4.26% 11.31% 88.16%
Energy 		4.03% 1.86% 4.03% 0.44%
Utilities 		2.15% 0.40% 6.21% 90.79%
Real Estate 		1.92% 1.82% 9.28% 98.68%

Stock Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
Non US 		44.39% 18.41% 48.12% 2.63%
US 		43.22% 33.26% 71.16% 95.18%

Bond Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Government 		45.65% 0.00% 71.64% 11.84%
Cash & Equivalents 		43.01% 1.66% 88.11% 31.58%
Corporate 		10.19% 0.21% 63.05% 82.89%
Securitized 		0.89% 0.00% 37.89% 92.98%
Derivative 		0.25% 0.00% 30.03% 46.05%
Municipal 		0.01% 0.00% 13.88% 70.61%

Bond Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
US 		5.69% -2.50% 61.64% 59.21%
Non US 		0.90% -59.38% 33.79% 54.82%

FFFHX - Expenses

Operational Fees

FFFHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.75% 0.06% 1.89% 38.33%
Management Fee 0.75% 0.00% 0.92% 95.56%
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 21.00% 2.16% 98.00% 26.89%

FFFHX - Distributions

Dividend Yield Analysis

FFFHX Category Low Category High FFFHX % Rank
Dividend Yield 0.00% 0.00% 0.14% 2.63%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FFFHX Category Low Category High FFFHX % Rank
Net Income Ratio 0.96% -0.21% 6.88% 81.73%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

FFFHX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 30, 2011

10.01

10.0%

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

Jan 21, 2014

7.44

7.4%

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
0.09 16.17 5.05 1.5

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