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Trending ETFs

Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$13.80

$25.8 B

0.00%

$0.00

0.71%

Vitals

YTD Return

-18.5%

1 yr return

-9.1%

3 Yr Avg Return

10.4%

5 Yr Avg Return

8.2%

Net Assets

$25.8 B

Holdings in Top 10

72.0%

52 WEEK LOW AND HIGH

$13.8
$12.70
$18.48

Expenses

OPERATING FEES

Expense Ratio 0.71%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 30.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$0

IRA

N/A


Fund Classification

Fund Type

Open End Mutual Fund

Investment Style

Target-Date 2035


Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$13.80

$25.8 B

0.00%

$0.00

0.71%

FFTHX - Profile

Distributions

  • YTD Total Return -18.5%
  • 3 Yr Annualized Total Return 10.4%
  • 5 Yr Annualized Total Return 8.2%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 2.14%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Freedom® 2035 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Nov 06, 2003
  • 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 Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser 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 2035.


FFTHX - Performance

Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
YTD -18.5% -30.9% -7.2% 93.19%
1 Yr -9.1% -10.2% 2.3% 85.59%
3 Yr 10.4%* 5.7% 10.7% 4.55%
5 Yr 8.2%* 4.8% 9.0% 13.78%
10 Yr 9.7%* 6.7% 10.8% 14.52%

* Annualized

Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2021 2.2% -5.5% 16.8% 75.45%
2020 9.7% 2.1% 14.3% 59.43%
2019 16.2% 4.7% 21.5% 48.45%
2018 -14.7% -26.8% 0.0% 67.06%
2017 16.9% -21.9% 18.2% 10.69%

Total Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
YTD -18.5% -30.9% -7.2% 93.19%
1 Yr -9.1% -14.7% 2.3% 74.43%
3 Yr 10.4%* 3.7% 10.7% 4.43%
5 Yr 8.2%* 3.6% 9.0% 12.78%
10 Yr 9.7%* 6.7% 10.8% 14.75%

* Annualized

Total Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2021 2.2% -5.5% 16.8% 75.45%
2020 9.7% 2.1% 14.3% 59.43%
2019 16.2% 4.7% 21.5% 48.45%
2018 -12.4% -22.1% 0.0% 66.47%
2017 22.0% -21.9% 24.6% 1.26%

NAV & Total Return History


FFTHX - Holdings

Concentration Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Assets 25.8 B 1.42 M 79.7 B 7.14%
Number of Holdings 36 2 563 19.75%
Net Assets in Top 10 18.4 B 818 K 78.7 B 7.14%
Weighting of Top 10 71.95% 39.9% 100.0% 72.38%

Top 10 Holdings

  1. Fidelity® Series Investment Grade Bond 12.22%
  2. Fidelity® Series Emerging Markets Opps 11.48%
  3. Fidelity® Series International Value 6.55%
  4. Fidelity® Series Growth Company 6.43%
  5. Fidelity® Series Overseas 6.39%
  6. Fidelity® Series International Growth 6.38%
  7. Fidelity® Series Intrinsic Opps 6.19%
  8. Fidelity® Series Large Cap Stock 6.00%
  9. Fidelity® Series Long-Term Trs Bd Idx 5.19%
  10. Fidelity® Series Stk Selec Lg Cp Val 5.13%

Asset Allocation

Weighting Return Low Return High FFTHX % Rank
Stocks
75.32% 0.00% 85.16% 20.17%
Bonds
20.62% 3.48% 61.62% 80.25%
Cash
3.19% -8.83% 37.73% 54.62%
Other
0.43% -0.81% 15.54% 31.09%
Convertible Bonds
0.26% 0.00% 1.96% 62.61%
Preferred Stocks
0.18% 0.00% 0.64% 15.13%

Stock Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Financial Services
18.73% 12.97% 18.89% 3.81%
Technology
16.74% 13.82% 23.99% 94.92%
Healthcare
12.03% 10.82% 14.66% 69.92%
Industrials
11.68% 8.97% 12.33% 13.56%
Consumer Cyclical
11.11% 8.03% 13.37% 51.27%
Basic Materials
6.71% 3.15% 6.92% 3.81%
Communication Services
6.64% 5.69% 10.14% 71.19%
Energy
6.52% 2.39% 6.52% 1.27%
Consumer Defense
5.81% 4.76% 11.08% 83.90%
Utilities
2.13% 1.89% 8.17% 97.46%
Real Estate
1.91% 1.86% 10.12% 99.58%

Stock Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
Non US
38.44% 0.00% 38.44% 1.26%
US
36.88% 0.00% 64.01% 88.66%

Bond Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Government
44.41% 11.31% 77.80% 38.24%
Cash & Equivalents
23.80% 2.48% 79.37% 21.85%
Corporate
18.41% 0.51% 52.90% 69.75%
Securitized
12.85% 0.00% 38.76% 73.53%
Municipal
0.33% 0.00% 19.66% 38.24%
Derivative
0.21% 0.00% 19.58% 36.13%

Bond Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
US
17.00% 3.26% 43.44% 80.25%
Non US
3.62% 0.10% 21.02% 45.80%

FFTHX - Expenses

Operational Fees

FFTHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.71% 0.06% 1.82% 37.13%
Management Fee 0.70% 0.00% 0.84% 96.83%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.29% N/A

Sales Fees

FFTHX 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

FFTHX 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.

FFTHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 30.00% 1.00% 106.00% 68.18%

FFTHX - Distributions

Dividend Yield Analysis

FFTHX Category Low Category High FFTHX % Rank
Dividend Yield 0.00% 0.00% 3.36% 70.17%

Dividend Distribution Analysis

FFTHX Category Low Category High Category Mod
Dividend Distribution Frequency Semi-Annually Annually Semi-Annually Annually

Net Income Ratio Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Income Ratio 2.14% -0.09% 4.36% 11.01%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

FFTHX - Fund Manager Analysis

Managers

Andrew Dierdorf


Start Date

Tenure

Tenure Rank

Jun 30, 2011

10.93

10.9%

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

8.36

8.4%

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
0.08 17.59 5.53 2.41