Fidelity Freedom® 2065 Fund

Snapshot

Compare

Profile

Performance

FFSDX - Snapshot

Vitals

YTD Return 10.2%
3 Yr Annualized Return N/A
5 Yr Annualized Return N/A
Net Assets $102 M
Holdings in Top 10 71.9%

52 WEEK LOW AND HIGH

$11.85

$7.58

$11.88

Expenses

OPERATING RELATED FEES

Expense Ratio 0.65%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 33.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

Standard (Taxable) $0
IRA N/A

Fund Classification

Primary Theme
Target-Date 2060+
Fund Type Open End Mutual Fund
Investment Style Target-Date 2060+

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Vanguard Target Retirement 2060 Fund

Fund

$41.95

-0.17%

$5.89 B

1.91%

$0.80

9.93%

Vanguard Institutional Target Retirement 2060 Fund

Fund

$28.99

-0.17%

$3.99 B

1.87%

$0.54

9.98%

American Funds 2060 Target Date Retirement Fund®

Fund

$15.20

-0.13%

$3.29 B

0.67%

$0.10

12.09%

0.40%

Fidelity Freedom® 2060 Fund

Fund

$13.49

+0.07%

$2.29 B

$0.19

8.35%

0.75%

T. Rowe Price Retirement 2060 Fund

Fund

$14.11

-0.21%

$1.19 B

1.13%

$0.16

11.72%

0.36%

FFSDX - Profile

Distributions

YTD Total Return 10.2%
3 Yr Annualized Total Return N/A
5 Yr Annualized Total Return N/A
Capital Gain Distribution Frequency N/A
Net Income Ratio 1.81%

DIVIDENDS

Dividend Yield 1.3%
Dividend Distribution Frequency Annually

Fund Details

Legal Name

Fidelity Freedom® 2065 Fund
Fund Family Name

Fidelity Investments
Inception Date

Jun 28, 2019
Shares Outstanding

N/A
Share Class

Retirement
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 2065.

FFSDX - Performance

Return Ranking - Trailing

Period	FFSDX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	10.2%	-3.3%	13.6%	22.27%
1 Yr	6.9%	-3.1%	9.6%	17.93%
3 Yr	N/A*	2.4%	7.8%	N/A
5 Yr	N/A*	5.6%	9.7%	N/A
10 Yr	N/A*	N/A	N/A	N/A

* Annualized

Return Ranking - Calendar

Period	FFSDX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	11.7%	29.3%	N/A
2018	N/A	-23.9%	-7.8%	N/A
2017	N/A	13.0%	20.8%	N/A
2016	N/A	1.7%	8.6%	N/A
2015	N/A	-5.8%	-1.8%	N/A

Total Return Ranking - Trailing

Period	FFSDX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	10.2%	-3.3%	13.6%	22.27%
1 Yr	6.9%	-7.2%	9.6%	16.94%
3 Yr	N/A*	1.2%	7.8%	N/A
5 Yr	N/A*	5.0%	9.7%	N/A
10 Yr	N/A*	N/A	N/A	N/A

* Annualized

Total Return Ranking - Calendar

Period	FFSDX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	11.7%	29.3%	N/A
2018	N/A	-23.9%	-5.7%	N/A
2017	N/A	14.1%	22.7%	N/A
2016	N/A	1.7%	11.0%	N/A
2015	N/A	-5.8%	-0.2%	N/A

NAV & Total Return History

FFSDX - Holdings

Concentration Analysis

	FFSDX	Category Low	Category High	FFSDX % Rank
Net Assets	102 M	110 K	5.89 B	25.81%
Number of Holdings	33	1	478	3.96%
Net Assets in Top 10	68.6 M	77.7 K	5.84 B	31.40%
Weighting of Top 10	71.87%	40.2%	100.0%	96.39%

Top 10 Holdings

FidelityÂ® Series Emerging Markets Opps 13.72%
FidelityÂ® Series Growth Company 8.44%
FidelityÂ® Series Intrinsic Opps 8.00%
FidelityÂ® Series International Growth 7.04%
FidelityÂ® Series Overseas 6.97%
FidelityÂ® Series Large Cap Stock 6.86%
FidelityÂ® Series International Value 6.78%
FidelityÂ® Series Stk Selec Lg Cp Val 5.66%
FidelityÂ® Series Value Discovery 4.30%
FidelityÂ® Series Opportunistic Insights 4.10%

Asset Allocation

	Weighting	Return Low	Return High	FFSDX % Rank
Stocks	87.71%	70.05%	116.64%	66.77%
Bonds	6.00%	0.00%	77.00%	53.05%
Cash	5.54%	-100.32%	15.96%	24.09%
Other	0.54%	-0.10%	10.79%	19.21%
Preferred Stocks	0.14%	0.00%	0.36%	25.30%
Convertible Bonds	0.07%	0.00%	0.94%	26.22%

Stock Sector Breakdown

	Weighting	Return Low	Return High	FFSDX % Rank
Technology	18.45%	15.16%	22.85%	73.17%
Financial Services	17.04%	11.93%	17.10%	0.91%
Healthcare	13.59%	10.45%	18.09%	32.93%
Consumer Cyclical	13.03%	9.20%	13.80%	20.73%
Industrials	10.14%	8.87%	14.84%	62.50%
Communication Services	9.01%	7.11%	11.27%	50.61%
Consumer Defense	6.06%	5.11%	12.48%	92.99%
Basic Materials	4.84%	2.08%	5.64%	27.13%
Energy	3.84%	1.56%	3.84%	0.61%
Utilities	2.00%	0.80%	4.98%	94.82%
Real Estate	1.99%	1.90%	9.11%	98.17%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	FFSDX % Rank
Non US	44.39%	18.49%	47.97%	4.27%
US	43.32%	36.04%	73.92%	94.21%

Bond Sector Breakdown

	Weighting	Return Low	Return High	FFSDX % Rank
Cash & Equivalents	47.99%	0.99%	99.74%	21.95%
Government	38.80%	0.00%	70.75%	18.60%
Corporate	11.87%	0.08%	62.14%	70.73%
Securitized	1.19%	0.00%	35.14%	88.11%
Derivative	0.15%	0.00%	33.20%	29.88%
Municipal	0.00%	0.00%	2.85%	81.10%

Bond Geographic Breakdown

	Weighting	Return Low	Return High	FFSDX % Rank
US	5.21%	0.00%	58.54%	47.26%
Non US	0.79%	0.00%	18.46%	47.56%

FFSDX - Expenses

Operational Fees

	FFSDX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.65%	0.03%	24.58%	63.48%
Management Fee	0.64%	0.00%	0.95%	89.05%
12b-1 Fee	N/A	0.00%	1.00%	N/A
Administrative Fee	N/A	0.01%	0.30%	N/A

Sales Fees

	FFSDX 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

	FFSDX 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.

	FFSDX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Turnover	33.00%	1.00%	208.00%	55.85%

FFSDX - Distributions

Dividend Yield Analysis

	FFSDX	Category Low	Category High	FFSDX % Rank
Dividend Yield	1.33%	0.00%	2.92%	7.04%

Dividend Distribution Analysis

	FFSDX	Category Low	Category High	Category Mod
Dividend Distribution Frequency	Annually	Annually	Quarterly	Annually

Net Income Ratio Analysis

	FFSDX	Category Low	Category High	FFSDX % Rank
Net Income Ratio	1.81%	-0.42%	7.08%	43.75%

Capital Gain Distribution Analysis

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

Dividend Payout History

Date	Amount
Dec 31, 2019	$0.158

View More +

FFSDX - Fund Manager Analysis

Managers

Andrew Dierdorf

Start Date

Tenure

Tenure Rank

Jun 28, 2019

1.35

1.4%

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

Jun 28, 2019

1.35

1.4%

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
0.05	7.69	2.37	0.83

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Fidelity Freedom® 2065 Fund

FFSDX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

FFSDX - Profile

Distributions

Fund Details

Fund Description

FFSDX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

FFSDX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

Bond Sector Breakdown

Bond Geographic Breakdown

FFSDX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

FFSDX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

FFSDX - Fund Manager Analysis

Managers

Andrew Dierdorf

Brett Sumsion

Tenure Analysis

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