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Trending ETFs

Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$17.87

$28.7 B

0.00%

$0.00

0.72%

Vitals

YTD Return

7.8%

1 yr return

25.9%

3 Yr Avg Return

12.2%

5 Yr Avg Return

12.7%

Net Assets

$28.7 B

Holdings in Top 10

71.1%

52 WEEK LOW AND HIGH

$17.7
$14.77
$18.25

Expenses

OPERATING FEES

Expense Ratio 0.72%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 24.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$0

IRA

$2,500


Fund Classification

Fund Type

Open End Mutual Fund

Investment Style

Target-Date 2035


Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$17.87

$28.7 B

0.00%

$0.00

0.72%

FFTHX - Profile

Distributions

  • YTD Total Return 7.8%
  • 3 Yr Annualized Total Return 12.2%
  • 5 Yr Annualized Total Return 12.7%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.02%
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 7.8% 2.6% 14.1% 85.53%
1 Yr 25.9% 13.4% 26.2% 1.28%
3 Yr 12.2%* 5.8% 12.9% 14.80%
5 Yr 12.7%* 7.5% 12.9% 5.85%
10 Yr 11.8%* 8.7% 12.9% 20.63%

* Annualized

Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2020 9.7% 2.1% 14.3% 58.80%
2019 16.2% 4.7% 21.5% 47.98%
2018 -14.7% -26.8% 0.0% 66.67%
2017 16.9% -21.9% 18.2% 10.43%
2016 4.2% -5.2% 8.1% 44.44%

Total Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
YTD 7.8% 2.6% 14.1% 85.53%
1 Yr 25.9% 7.1% 26.2% 1.38%
3 Yr 12.2%* 3.7% 12.9% 15.05%
5 Yr 12.7%* 6.2% 12.9% 6.29%
10 Yr 11.8%* 8.6% 12.9% 20.97%

* Annualized

Total Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2020 9.7% 2.1% 14.3% 58.80%
2019 16.2% 4.7% 21.5% 47.98%
2018 -12.4% -22.1% 0.0% 66.09%
2017 22.0% -21.9% 24.6% 1.23%
2016 8.6% -3.2% 11.1% 17.36%

NAV & Total Return History


FFTHX - Holdings

Concentration Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Assets 28.7 B 755 K 52.4 B 7.47%
Number of Holdings 34 2 544 9.21%
Net Assets in Top 10 21 B 202 K 53.4 B 7.53%
Weighting of Top 10 71.12% 39.8% 100.0% 77.73%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 11.90%
  2. Fidelity® Series Investment Grade Bond 10.69%
  3. Fidelity® Series Growth Company 6.99%
  4. Fidelity® Series Intrinsic Opps 6.96%
  5. Fidelity® Series Overseas 6.52%
  6. Fidelity® Series International Growth 6.50%
  7. Fidelity® Series International Value 6.43%
  8. Fidelity® Series Large Cap Stock 6.06%
  9. Fidelity® Series Stk Selec Lg Cp Val 5.13%
  10. Fidelity® Series Value Discovery 3.94%

Asset Allocation

Weighting Return Low Return High FFTHX % Rank
Stocks
77.70% 47.01% 85.72% 22.18%
Bonds
16.65% 2.67% 63.71% 85.77%
Cash
4.88% -47.07% 23.40% 32.22%
Other
0.40% -3.75% 40.19% 33.05%
Convertible Bonds
0.23% 0.00% 2.37% 64.44%
Preferred Stocks
0.14% 0.00% 0.55% 30.13%

Stock Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Technology
18.59% 14.93% 23.79% 74.90%
Financial Services
18.18% 13.08% 18.23% 1.67%
Healthcare
12.27% 10.10% 14.59% 57.32%
Industrials
12.05% 9.50% 14.87% 10.46%
Consumer Cyclical
11.78% 8.72% 15.03% 57.32%
Communication Services
8.69% 6.97% 11.03% 56.07%
Basic Materials
5.44% 3.10% 5.53% 7.53%
Consumer Defense
5.16% 4.49% 10.60% 92.47%
Energy
4.03% 1.71% 4.39% 5.86%
Utilities
1.96% 0.40% 6.65% 97.49%
Real Estate
1.87% 1.80% 9.43% 99.58%

Stock Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
Non US
39.36% 14.06% 39.36% 1.26%
US
38.34% 25.10% 62.39% 93.72%

Bond Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Government
42.67% 10.96% 74.98% 29.29%
Cash & Equivalents
25.85% 0.38% 41.78% 24.69%
Corporate
20.02% 0.69% 59.49% 73.22%
Securitized
10.93% 0.00% 29.78% 77.41%
Municipal
0.38% 0.00% 18.52% 37.66%
Derivative
0.15% 0.00% 30.10% 41.84%

Bond Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
US
14.44% 2.63% 50.09% 82.85%
Non US
2.21% -24.96% 13.62% 69.04%

FFTHX - Expenses

Operational Fees

FFTHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.72% 0.06% 1.82% 38.33%
Management Fee 0.71% 0.00% 0.85% 96.88%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.30% 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 24.00% 2.00% 106.00% 35.96%

FFTHX - Distributions

Dividend Yield Analysis

FFTHX Category Low Category High FFTHX % Rank
Dividend Yield 0.00% 0.00% 0.00% 89.21%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Income Ratio 1.02% -0.06% 6.16% 74.65%

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

10.26

10.3%

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

7.7

7.7%

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
0.15 16.92 5.12 1.75