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

FFFHX - Snapshot

Vitals

  • YTD Return 3.4%
  • 3 Yr Annualized Return 8.7%
  • 5 Yr Annualized Return 13.8%
  • Net Assets $15.9 B
  • Holdings in Top 10 72.6%

52 WEEK LOW AND HIGH

$14.14
$8.56
$14.55

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 Target Retirement 2050 Fund

Fund

$46.40

-0.71%

$25.95 B

1.59%

$0.74

2.09%

-

Vanguard Institutional Target Retirement 2050 Fund

Fund

$30.60

-0.68%

$23.09 B

1.61%

$0.50

2.10%

-

American Funds 2050 Target Date Retirement Fund®

Fund

$19.07

-0.63%

$16.18 B

0.61%

$0.12

1.87%

0.34%

Fidelity Freedom® 2050 Fund

Fund

$14.01

-0.92%

$15.91 B

1.00%

$0.14

3.39%

0.75%

T. Rowe Price Retirement 2050 Fund

Fund

$18.21

-0.55%

$7.95 B

0.60%

$0.11

3.58%

0.35%

FFFHX - Profile

Distributions

  • YTD Total Return 3.4%
  • 3 Yr Annualized Total Return 8.7%
  • 5 Yr Annualized Total Return 13.8%
  • 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 3.4% 0.4% 4.2% 8.64%
1 Yr 20.6% 6.6% 22.2% 4.52%
3 Yr 8.7%* 4.9% 10.2% 25.13%
5 Yr 13.8%* 10.4% 14.4% 13.56%
10 Yr 9.4%* 7.4% 11.1% 37.61%

* Annualized

Return Ranking - Calendar

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
2020 11.8% 2.3% 15.5% 40.87%
2019 17.2% 6.3% 23.2% 63.86%
2018 -15.2% -25.1% -7.4% 56.42%
2017 17.4% -20.0% 20.1% 40.12%
2016 4.1% -1.7% 8.2% 62.94%

Total Return Ranking - Trailing

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
YTD 3.4% 0.4% 4.2% 8.64%
1 Yr 20.6% 5.3% 22.2% 4.13%
3 Yr 8.7%* 3.6% 10.2% 23.86%
5 Yr 13.8%* 9.4% 14.4% 13.14%
10 Yr 9.4%* 7.4% 11.1% 38.32%

* Annualized

Total Return Ranking - Calendar

Period FFFHX Return Category Return Low Category Return High Rank in Category (%)
2020 11.8% 2.3% 15.5% 40.87%
2019 17.2% 6.3% 23.2% 63.86%
2018 -12.9% -25.1% -5.6% 55.31%
2017 22.3% -20.0% 26.5% 4.19%
2016 8.6% 0.6% 11.1% 16.78%

NAV & Total Return History

FFFHX - Holdings

Concentration Analysis

FFFHX Category Low Category High FFFHX % Rank
Net Assets 15.9 B 150 K 25.9 B 7.59%
Number of Holdings 34 1 507 4.91%
Net Assets in Top 10 11.5 B 123 K 25.6 B 7.59%
Weighting of Top 10 72.61% 38.4% 100.0% 94.55%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 14.52%
  2. Fidelity® Series Intrinsic Opps 8.11%
  3. Fidelity® Series Growth Company 7.97%
  4. Fidelity® Series Large Cap Stock 7.01%
  5. Fidelity® Series International Growth 7.00%
  6. Fidelity® Series International Value 6.98%
  7. Fidelity® Series Overseas 6.79%
  8. Fidelity® Series Stk Selec Lg Cp Val 5.94%
  9. Fidelity® Series Value Discovery 4.52%
  10. Fidelity® Series Opportunistic Insights 3.77%

Asset Allocation

Weighting Return Low Return High FFFHX % Rank
Stocks 		88.23% 45.25% 99.66% 57.14%
Bonds 		5.79% -3.27% 88.53% 68.75%
Cash 		5.25% -85.26% 12.84% 13.39%
Other 		0.56% -0.11% 43.38% 27.68%
Preferred Stocks 		0.12% 0.00% 0.43% 33.93%
Convertible Bonds 		0.06% 0.00% 0.87% 62.05%

Stock Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Technology 		18.76% 12.60% 22.09% 64.29%
Financial Services 		17.28% 11.44% 17.40% 1.34%
Consumer Cyclical 		13.03% 9.37% 14.15% 29.91%
Healthcare 		12.79% 9.95% 17.07% 40.18%
Industrials 		10.86% 9.14% 14.81% 49.55%
Communication Services 		8.48% 6.73% 11.35% 61.16%
Consumer Defense 		5.78% 4.95% 12.25% 87.95%
Basic Materials 		5.12% 2.44% 7.43% 11.16%
Energy 		3.60% 1.61% 3.66% 3.57%
Utilities 		2.44% 0.61% 4.54% 82.14%
Real Estate 		1.87% 1.82% 9.14% 99.11%

Stock Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
Non US 		44.82% 16.00% 50.37% 3.13%
US 		43.41% 10.39% 70.88% 92.86%

Bond Sector Breakdown

Weighting Return Low Return High FFFHX % Rank
Cash & Equivalents 		49.20% 0.63% 89.66% 8.04%
Government 		39.54% 4.36% 73.66% 18.30%
Corporate 		9.62% 0.10% 70.38% 93.75%
Securitized 		1.16% 0.00% 37.38% 94.20%
Derivative 		0.48% 0.00% 30.13% 30.80%
Municipal 		0.01% 0.00% 3.98% 71.88%

Bond Geographic Breakdown

Weighting Return Low Return High FFFHX % Rank
US 		4.99% -3.47% 46.44% 66.07%
Non US 		0.80% 0.00% 42.09% 67.41%

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% 36.45%
Management Fee 0.75% 0.00% 0.92% 95.02%
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% 2.11% 98.00% 50.23%

FFFHX - Distributions

Dividend Yield Analysis

FFFHX Category Low Category High FFFHX % Rank
Dividend Yield 0.00% 0.00% 0.16% 16.07%

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% 60.48%

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

9.6

9.6%

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

7.03

7.0%

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
0.08 15.76 4.93 1.08

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