FFFPX: Fidelity Advisor Freedom® 2050 Fund - MutualFunds.com
Continue to site >
Trending ETFs

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.
Not interested

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Fidelity Advisor Freedom® 2050 I

FFFPX - Snapshot

Vitals

  • YTD Return 4.8%
  • 3 Yr Annualized Return 14.3%
  • 5 Yr Annualized Return 14.2%
  • Net Assets $1.62 B
  • Holdings in Top 10 73.5%

52 WEEK LOW AND HIGH

$14.22
$10.06
$14.67

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.75%

SALES FEES

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

BROKERAGE FEES

  • Turnover 32.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $500

Fund Classification

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

Compare FFFPX to Popular Target-Date 2050 Funds

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Institutional Target Retirement 2050 Fund

Fund

$31.78

-1.94%

$29.49 B

1.53%

$0.50

6.04%

-

Vanguard Target Retirement 2050 Fund

Fund

$48.18

-1.95%

$25.35 B

1.51%

$0.74

6.01%

-

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

0.95%

$0.14

5.09%

0.75%

T. Rowe Price Retirement 2050 Fund

Fund

$19.34

+1.68%

$8.45 B

0.57%

$0.11

10.01%

0.35%

FFFPX - Profile

Distributions

  • YTD Total Return 4.8%
  • 3 Yr Annualized Total Return 14.3%
  • 5 Yr Annualized Total Return 14.2%
  • Capital Gain Distribution Frequency Semi-Monthly
  • Net Income Ratio 1.45%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Advisor Freedom® 2050 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jun 01, 2006
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • 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.

FFFPX - Performance

Return Ranking - Trailing

Period FFFPX Return Category Return Low Category Return High Rank in Category (%)
YTD 4.8% 3.8% 8.8% 31.80%
1 Yr 48.0% 31.2% 49.9% 10.96%
3 Yr 14.3%* 9.9% 14.9% 11.50%
5 Yr 14.2%* 10.7% 14.8% 14.61%
10 Yr 9.6%* 7.5% 11.3% 47.06%

* Annualized

Return Ranking - Calendar

Period FFFPX Return Category Return Low Category Return High Rank in Category (%)
2020 10.5% 2.3% 15.5% 66.34%
2019 17.8% 6.3% 23.2% 59.20%
2018 -17.5% -25.1% -7.4% 73.03%
2017 16.3% -20.0% 20.1% 54.82%
2016 3.2% -1.7% 8.2% 78.17%

Total Return Ranking - Trailing

Period FFFPX Return Category Return Low Category Return High Rank in Category (%)
YTD 4.8% 3.8% 8.8% 31.80%
1 Yr 48.0% 29.2% 49.9% 10.65%
3 Yr 14.3%* 8.0% 14.9% 11.11%
5 Yr 14.2%* 10.1% 14.8% 14.20%
10 Yr 9.6%* 7.5% 11.3% 46.15%

* Annualized

Total Return Ranking - Calendar

Period FFFPX Return Category Return Low Category Return High Rank in Category (%)
2020 10.5% 2.3% 15.5% 66.34%
2019 17.8% 6.3% 23.2% 59.20%
2018 -14.1% -25.1% -5.6% 64.61%
2017 21.7% -20.0% 26.5% 11.45%
2016 8.4% 0.6% 11.1% 22.54%

NAV & Total Return History

FFFPX - Holdings

Concentration Analysis

FFFPX Category Low Category High FFFPX % Rank
Net Assets 1.62 B 166 K 29.5 B 23.79%
Number of Holdings 35 4 515 5.73%
Net Assets in Top 10 1.15 B 129 K 26.3 B 26.43%
Weighting of Top 10 73.48% 38.3% 100.0% 84.62%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 13.92%
  2. Fidelity® Series Large Cap Stock 10.11%
  3. Fidelity® Series International Value 6.82%
  4. Fidelity® Series Overseas 6.70%
  5. Fidelity® Series Value Discovery 6.69%
  6. Fidelity® Series International Growth 6.65%
  7. Fidelity® Series Stk Selec Lg Cp Val 6.51%
  8. Fidelity Advisor® Series Equity Gr 6.14%
  9. Fidelity® Series Opportunistic Insights 5.77%
  10. Fidelity Advisor® Series Growth Opps 4.16%

Asset Allocation

Weighting Return Low Return High FFFPX % Rank
Stocks 		88.25% 64.10% 102.16% 58.59%
Bonds 		6.26% -4.91% 92.08% 63.44%
Cash 		5.00% -84.79% 16.25% 15.42%
Other 		0.25% -0.10% 13.67% 36.12%
Preferred Stocks 		0.17% 0.00% 0.34% 20.70%
Convertible Bonds 		0.08% 0.00% 0.75% 50.22%

Stock Sector Breakdown

Weighting Return Low Return High FFFPX % Rank
Technology 		19.27% 14.77% 21.25% 48.90%
Financial Services 		18.07% 12.72% 18.60% 4.85%
Industrials 		12.34% 9.57% 14.54% 16.74%
Healthcare 		11.83% 8.99% 15.70% 55.51%
Consumer Cyclical 		10.38% 9.30% 14.27% 95.59%
Communication Services 		9.55% 6.43% 11.00% 22.03%
Consumer Defense 		5.45% 4.54% 12.10% 91.19%
Basic Materials 		5.21% 3.00% 5.67% 12.33%
Energy 		3.66% 1.80% 4.03% 10.13%
Utilities 		2.16% 0.55% 4.60% 90.31%
Real Estate 		2.07% 1.81% 9.19% 90.75%

Stock Geographic Breakdown

Weighting Return Low Return High FFFPX % Rank
US 		46.17% 33.92% 74.74% 92.51%
Non US 		42.08% 17.06% 47.56% 5.73%

Bond Sector Breakdown

Weighting Return Low Return High FFFPX % Rank
Government 		43.72% 3.14% 71.57% 10.57%
Cash & Equivalents 		43.71% 1.31% 96.45% 20.70%
Corporate 		10.96% 0.00% 63.20% 80.62%
Securitized 		1.06% 0.00% 38.21% 90.31%
Derivative 		0.55% 0.00% 31.70% 31.72%
Municipal 		0.01% 0.00% 13.88% 76.65%

Bond Geographic Breakdown

Weighting Return Low Return High FFFPX % Rank
US 		5.40% -1.96% 49.92% 60.35%
Non US 		0.86% -2.95% 42.16% 55.07%

FFFPX - Expenses

Operational Fees

FFFPX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.75% 0.01% 26.33% 39.30%
Management Fee 0.75% 0.00% 0.92% 95.98%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.30% N/A

Sales Fees

FFFPX 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

FFFPX 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.

FFFPX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 32.00% 2.16% 98.00% 61.61%

FFFPX - Distributions

Dividend Yield Analysis

FFFPX Category Low Category High FFFPX % Rank
Dividend Yield 0.00% 0.00% 0.15% 49.78%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FFFPX Category Low Category High FFFPX % Rank
Net Income Ratio 1.45% 0.11% 6.88% 63.77%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

FFFPX - 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

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.