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Trending ETFs

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

-

$674 M

-

0.05%

Vitals

YTD Return

N/A

1 yr return

7.7%

3 Yr Avg Return

4.5%

5 Yr Avg 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 FEES

Expense Ratio 0.05%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 36.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$0

IRA

N/A


Fund Classification

Fund Type

Open End Mutual Fund


Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

-

$674 M

-

0.05%

FFKBX - Profile

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
    Fidelity Investments
  • Inception Date
    Jul 02, 2009
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Dierdorf

Fund Description


FFKBX - Performance

Return Ranking - Trailing

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 268.1% N/A
1 Yr 7.7% -64.8% 268.1% 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 (%)
2023 N/A -100.0% 73.0% N/A
2022 N/A -76.0% 212.6% N/A
2021 N/A -65.0% 900.0% N/A
2020 N/A -87.3% 336.8% N/A
2019 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% 268.1% N/A
1 Yr 7.7% -64.8% 268.1% 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% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period FFKBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -100.0% 76.6% N/A
2022 N/A -30.7% 212.6% N/A
2021 N/A -65.0% 900.0% N/A
2020 N/A -87.3% 341.1% N/A
2019 N/A -60.1% 304.1% N/A

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% 493.15% N/A

Stock Sector Breakdown

Weighting Return Low Return High FFKBX % Rank
Financial Services
4.01% -7.59% 99.69% N/A
Technology
3.62% -26.81% 99.57% N/A
Healthcare
2.95% -15.38% 100.00% N/A
Consumer Cyclical
2.56% -20.80% 87.44% N/A
Consumer Defense
2.50% -7.54% 98.24% N/A
Industrials
2.45% -19.53% 93.31% N/A
Energy
1.92% -6.25% 144.83% N/A
Basic Materials
1.05% -5.18% 96.19% N/A
Communication Services
0.86% -9.27% 90.02% N/A
Real Estate
0.71% -8.52% 100.26% N/A
Utilities
0.48% -3.80% 94.95% 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% -511.61% 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% 464.75% 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

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% 84.51% N/A

Dividend Distribution Analysis

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

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 Annually Annually Annually

Distributions History

View More +

FFKBX - Fund Manager Analysis

Managers

Andrew Dierdorf


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


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 Category High Category Average Category Mode
0.01 33.52 5.37 3.25