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FFKBX Fidelity Freedom K® 2000

  • Fund
  • FFKBX
  • Price as of: N/A
  • N/A N/A N/A
  • Category
  • Uncategorized
  • Fund Company
  • N/A

FFKBX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 4.5%
  • 5 Yr Annualized Return N/A
  • Net Assets $674 M
  • Holdings in Top 10 70.4%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.05%

SALES FEES

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

BROKERAGE FEES

  • Turnover 36.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$0

IRA

N/A

Investment Themes

CATEGORY

Uncategorized
  • Fund Type Open End Mutual Fund
  • Investment Style Target Date 2000-2010

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 4.5%
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.40%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name Fidelity Freedom K® 2000 Fund
  • Fund Family Name N/A
  • Inception Date Jul 02, 2009
  • 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 underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. It allocates assets among underlying Fidelity Funds according to an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2000).

FFKBX - Performance

Return Ranking - Trailing

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 256.1% N/A
1 Yr 7.7% -64.8% 256.1% N/A
3 Yr 4.5%* -100.0% 115.6% N/A
5 Yr N/A* -100.0% 58.6% N/A
10 Yr N/A* -12.1% 26.2% N/A

* Annualized


Return Ranking - Calendar

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -100.0% 73.0% N/A
2017 N/A -76.0% 212.6% N/A
2016 N/A -65.0% 900.0% N/A
2015 N/A -87.3% 336.8% N/A
2014 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 255.2% N/A
1 Yr 7.7% -64.8% 255.2% N/A
3 Yr 4.5%* -100.0% 115.6% N/A
5 Yr N/A* -100.0% 58.6% N/A
10 Yr N/A* -12.1% 26.3% N/A

* Annualized


Total Return Ranking - Calendar

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -100.0% 76.6% N/A
2017 N/A -30.7% 212.6% N/A
2016 N/A -65.0% 900.0% N/A
2015 N/A -87.3% 341.1% N/A
2014 N/A -60.1% 304.1% N/A

NAV & Total Return History

FFKBX - Holdings

Concentration Analysis

FFKBX Category Low Category High FFKBX % Rank
Net Assets 674 M 10 804 B N/A
Number of Holdings 26 1 17333 N/A
Net Assets in Top 10 480 M -7.11 B 145 B N/A
Weighting of Top 10 70.43% 0.0% 20474.3% N/A

Top 10 Holdings

  1. Fidelity® Series Investment Grade Bond F 35.80%

  2. Fidelity® Short-Term Bond F 13.24%

  3. Fidelity® Series High Income F 4.96%

  4. Fidelity® Series Infl-Prtct Bd Idx F 2.93%

  5. Fidelity® Series International Value F 2.57%

  6. Fidelity® Series International Growth F 2.52%

  7. Fidelity® Series Equity-Income F 2.52%

  8. Fidelity® Series All-Sector Equity F 1.99%

  9. Fidelity® Series Growth Company F 1.99%

  10. Fidelity® Series Growth & Income F 1.91%


Asset Allocation

Weighting Return Low Return High FFKBX % Rank
Bonds
56.04% -955.59% 2458.15% N/A
Stocks
23.16% -142.98% 259.25% N/A
Cash
20.44% -2458.20% 7388.76% N/A
Preferred Stocks
0.29% -21.20% 80.89% N/A
Convertible Bonds
0.04% -0.37% 144.58% N/A
Other
0.02% -7288.76% 477.52% N/A

Stock Sector Breakdown

Weighting Return Low Return High FFKBX % Rank
Financial Services
4.01% -4.95% 99.69% N/A
Technology
3.62% -26.81% 94.67% N/A
Healthcare
2.95% -15.38% 100.00% N/A
Consumer Cyclical
2.56% -20.80% 87.91% N/A
Consumer Defense
2.50% -7.54% 94.21% N/A
Industrials
2.45% -19.53% 92.93% N/A
Energy
1.92% -8.05% 144.83% N/A
Basic Materials
1.05% -6.34% 96.39% N/A
Communication Services
0.86% -9.27% 92.00% N/A
Real Estate
0.71% -8.52% 100.26% N/A
Utilities
0.48% -3.80% 93.90% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FFKBX % Rank
US
15.34% -142.98% 149.27% N/A
Non US
7.82% -38.73% 159.65% N/A

Bond Sector Breakdown

Weighting Return Low Return High FFKBX % Rank
Corporate
23.99% -46.36% 3345.86% N/A
Cash & Equivalents
20.45% -2458.20% 7388.76% N/A
Government
17.83% -3298.93% 2458.15% N/A
Securitized
13.66% -24.16% 264.51% N/A
Municipal
0.87% 0.00% 165.37% N/A
Derivative
-0.02% -407.34% 54.22% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FFKBX % Rank
US
48.35% -955.59% 2458.15% N/A
Non US
7.69% -153.97% 392.46% N/A

FFKBX - Expenses

Operational Fees

FFKBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.05% -2.86% 950.64% N/A
Management Fee N/A 0.00% 2.87% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 52000.00% N/A

Sales Fees

FFKBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load N/A 0.25% 5.50% N/A

Trading Fees

FFKBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Turnover 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.

FFKBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 36.00% 0.00% 5067.00% N/A

FFKBX - Distributions

Dividend Yield Analysis

FFKBX Category Low Category High FFKBX % Rank
Dividend Yield 0.00% 0.00% 62.61% N/A

Dividend Distribution Analysis

FFKBX Category Low Category High Category Mode
Dividend Distribution Frequency Semi-Annually Annually Monthly Monthly

Dividend Payout History


Net Income Ratio Analysis

FFKBX Category Low Category High FFKBX % Rank
Net Income Ratio 1.40% -46.00% 10.88% N/A

Capital Gain Distribution Analysis

FFKBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually

FFKBX - Managers

Andrew Dierdorf

Manager

Start Date

Tenure

Tenure Rank

Jun 30, 2011

3.0

3.0%

Andrew Dierdorf is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, he is responsible for managing Fidelity’s target date portfolios, including the Fidelity Freedom Funds, Pyramis Lifecycle portfolios, and 529 portfolios.


Brett F. Sumsion

Manager

Start Date

Tenure

Tenure Rank

Jan 17, 2014

0.45

0.5%

Brett Sumsion is a portfolio manager on the Target Date team within the Global Asset Allocation (GAA) group at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.


Tenure Analysis

Category Low

0.0

Category High

43.68

Category Average

4.78

Category Mode

4.42