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Mutual Funds Weekly Roundup: August 2
Brian Mathews
|
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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.
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| Period | FFFPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -1.3% | -42.4% | 41.3% | 71.26% |
| 1 Yr | 4.1% | -47.6% | 49.4% | 45.99% |
| 3 Yr | -0.6%* | -36.2% | 17.8% | 60.58% |
| 5 Yr | 2.8%* | -19.0% | 15.7% | 55.58% |
| 10 Yr | 3.3%* | -8.9% | 13.2% | 54.67% |
* Annualized
| Period | FFFPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 17.8% | -46.3% | 66.4% | 57.28% |
| 2018 | -17.5% | -64.5% | 1.8% | 69.24% |
| 2017 | 16.3% | -38.9% | 80.9% | 47.53% |
| 2016 | 3.2% | -26.1% | 36.8% | 62.47% |
| 2015 | -5.4% | -42.3% | 13.2% | 46.67% |
| Period | FFFPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -1.3% | -42.4% | 41.3% | 71.26% |
| 1 Yr | 4.1% | -47.6% | 49.4% | 45.99% |
| 3 Yr | 1.7%* | -35.6% | 20.5% | 62.23% |
| 5 Yr | 5.9%* | -17.1% | 16.4% | 51.47% |
| 10 Yr | 7.5%* | -7.0% | 15.8% | 37.14% |
* Annualized
| Period | FFFPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 17.8% | -46.3% | 66.4% | 57.28% |
| 2018 | -14.1% | -64.5% | 4.0% | 68.24% |
| 2017 | 21.7% | -9.3% | 80.9% | 19.61% |
| 2016 | 8.4% | -23.9% | 39.4% | 24.48% |
| 2015 | -1.7% | -34.5% | 13.2% | 42.20% |
| FFFPX | Category Low | Category High | FFFPX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.33 B | 12 K | 55 B | 22.50% |
| Number of Holdings | 32 | 1 | 8660 | 32.11% |
| Net Assets in Top 10 | 941 M | 77.7 K | 31.9 B | 22.37% |
| Weighting of Top 10 | 74.48% | 10.7% | 109.6% | 55.17% |
| Weighting | Return Low | Return High | FFFPX % Rank | |
|---|---|---|---|---|
| Stocks | 88.46% | 62.95% | 259.02% | 58.61% |
| Bonds | 5.98% | -235.37% | 29.37% | 44.79% |
| Cash | 5.12% | -93.75% | 187.11% | 26.17% |
| Other | 0.22% | -2.38% | 75.09% | 26.59% |
| Preferred Stocks | 0.17% | 0.00% | 13.36% | 22.79% |
| Convertible Bonds | 0.06% | 0.00% | 6.64% | 37.98% |
| Weighting | Return Low | Return High | FFFPX % Rank | |
|---|---|---|---|---|
| Technology | 19.50% | 0.00% | 51.17% | 27.61% |
| Financial Services | 17.61% | 0.00% | 47.35% | 7.66% |
| Healthcare | 13.99% | 0.00% | 53.30% | 41.51% |
| Industrials | 10.34% | 0.00% | 47.47% | 43.88% |
| Consumer Cyclical | 9.99% | 0.00% | 32.90% | 68.29% |
| Communication Services | 9.62% | 0.00% | 37.99% | 25.71% |
| Consumer Defense | 6.23% | 0.00% | 30.49% | 75.30% |
| Basic Materials | 4.83% | 0.00% | 34.56% | 14.07% |
| Energy | 3.91% | 0.00% | 85.32% | 22.39% |
| Real Estate | 2.28% | 0.00% | 43.77% | 85.51% |
| Utilities | 1.70% | 0.00% | 80.71% | 85.99% |
| Weighting | Return Low | Return High | FFFPX % Rank | |
|---|---|---|---|---|
| US | 45.99% | -0.92% | 78.23% | 83.50% |
| Non US | 42.47% | 5.26% | 193.33% | 23.32% |
| Weighting | Return Low | Return High | FFFPX % Rank | |
|---|---|---|---|---|
| Cash & Equivalents | 45.77% | -0.83% | 187.10% | 44.91% |
| Government | 40.55% | -2.84% | 85.11% | 11.24% |
| Corporate | 12.34% | 0.00% | 99.82% | 57.23% |
| Securitized | 1.22% | 0.00% | 40.76% | 61.99% |
| Derivative | 0.12% | -170.75% | 74.30% | 25.52% |
| Municipal | 0.00% | 0.00% | 5.04% | 83.64% |
| Weighting | Return Low | Return High | FFFPX % Rank | |
|---|---|---|---|---|
| US | 5.19% | -189.52% | 31.35% | 44.51% |
| Non US | 0.79% | -10.76% | 33.33% | 41.31% |
| FFFPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.75% | 0.01% | 45.88% | 53.26% |
| Management Fee | 0.75% | 0.00% | 1.60% | 79.71% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.70% | N/A |
| FFFPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.25% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| FFFPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.20% | 2.00% | N/A |
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% | 0.00% | 614.00% | 54.71% |
| FFFPX | Category Low | Category High | FFFPX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 10.84% | 65.01% |
| FFFPX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Quarterly | Annually |
| FFFPX | Category Low | Category High | FFFPX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.45% | -7.55% | 13.14% | 55.95% |
| FFFPX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Monthly | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| Dec 30, 2015 | $0.155 |
| May 14, 2012 | $0.013 |
| Dec 30, 2011 | $0.121 |
| May 12, 2011 | $0.011 |
| Dec 31, 2010 | $0.114 |
| May 10, 2010 | $0.011 |
| Dec 29, 2009 | $0.105 |
| May 18, 2009 | $0.013 |
| Dec 29, 2008 | $0.134 |
| May 12, 2008 | $0.012 |
| Dec 31, 2007 | $0.121 |
| May 07, 2007 | $0.008 |
| Dec 29, 2006 | $0.093 |
Start Date
Tenure
Tenure Rank
Jun 30, 2011
9.18
9.2%
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.
Start Date
Tenure
Tenure Rank
Jan 21, 2014
6.61
6.6%
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.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.01 | 38.02 | 5.19 | 0.67 |
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