Continue to site >
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

-

$16.8 B

-

0.05%

Vitals

YTD Return

N/A

1 yr return

11.6%

3 Yr Avg Return

5.8%

5 Yr Avg Return

7.7%

Net Assets

$16.8 B

Holdings in Top 10

71.3%

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 20.00%

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

-

$16.8 B

-

0.05%

FFKDX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 5.8%
  • 5 Yr Annualized Total Return 7.7%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.77%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name
    Fidelity Freedom K® 2020 Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Jul 02, 2009
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description


FFKDX - Performance

Return Ranking - Trailing

Period FFKDX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -31.7% 20.1% N/A
1 Yr 11.6% -44.7% 3.9% N/A
3 Yr 5.8%* -18.3% 8.8% N/A
5 Yr 7.7%* -11.8% 8.8% N/A
10 Yr N/A* -6.0% 8.8% N/A

* Annualized

Return Ranking - Calendar

Period FFKDX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -25.1% -0.4% N/A
2022 N/A -36.9% 20.0% N/A
2021 N/A -5.2% 8.1% N/A
2020 N/A -25.3% -0.8% N/A
2019 N/A -49.7% 34.8% N/A

Total Return Ranking - Trailing

Period FFKDX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -31.7% 20.1% N/A
1 Yr 11.6% -43.2% 7.1% N/A
3 Yr 5.8%* -18.3% 11.5% N/A
5 Yr 7.7%* -11.8% 8.8% N/A
10 Yr N/A* -4.1% 11.7% N/A

* Annualized

Total Return Ranking - Calendar

Period FFKDX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -25.1% -0.3% N/A
2022 N/A -36.9% 26.6% N/A
2021 N/A -4.7% 12.3% N/A
2020 N/A -25.3% 3.9% N/A
2019 N/A -47.6% 39.2% N/A

FFKDX - Holdings

Concentration Analysis

FFKDX Category Low Category High FFKDX % Rank
Net Assets 16.8 B 1.23 M 43.6 B N/A
Number of Holdings 28 2 142 N/A
Net Assets in Top 10 12 B 1.09 M 41.6 B N/A
Weighting of Top 10 71.28% 17.8% 109.7% N/A

Top 10 Holdings

  1. Fidelity® Series Investment Grade Bond F 24.14%
  2. Fidelity® Series Emerging Markets F 7.73%
  3. Fidelity® Series International Value F 6.50%
  4. Fidelity® Series International Growth F 6.42%
  5. Fidelity® Series Growth & Income F 5.73%
  6. Fidelity® Series Intrinsic Oppos F 5.73%
  7. Fidelity® Series Growth Company F 4.95%
  8. Fidelity® Series Stk Selec Lg Cp Val F 4.30%
  9. Fidelity® Series Equity-Income F 3.03%
  10. Fidelity® Series Opportunistic InsightsF 2.76%

Asset Allocation

Weighting Return Low Return High FFKDX % Rank
Stocks
57.91% 0.08% 97.53% N/A
Bonds
29.21% 1.03% 137.62% N/A
Cash
12.35% -100.79% 28.62% N/A
Preferred Stocks
0.39% 0.00% 7.14% N/A
Other
0.08% -2.19% 24.53% N/A
Convertible Bonds
0.06% 0.00% 3.31% N/A

Stock Sector Breakdown

Weighting Return Low Return High FFKDX % Rank
Financial Services
11.62% 1.51% 18.80% N/A
Technology
10.94% 1.41% 21.15% N/A
Consumer Cyclical
7.45% 0.95% 12.85% N/A
Healthcare
7.27% 1.06% 13.46% N/A
Industrials
5.24% 0.84% 13.93% N/A
Consumer Defense
4.90% 0.83% 16.66% N/A
Energy
3.18% 0.40% 6.45% N/A
Basic Materials
2.42% 0.21% 5.40% N/A
Real Estate
1.75% 0.38% 18.90% N/A
Communication Services
1.59% 0.30% 4.07% N/A
Utilities
1.12% 0.03% 5.43% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FFKDX % Rank
US
34.17% 0.08% 64.42% N/A
Non US
23.74% 0.00% 46.30% N/A

Bond Sector Breakdown

Weighting Return Low Return High FFKDX % Rank
Corporate
13.11% 0.26% 51.60% N/A
Cash & Equivalents
12.41% -120.10% 28.62% N/A
Government
10.93% 0.00% 137.62% N/A
Securitized
5.03% 0.00% 60.24% N/A
Municipal
0.50% 0.00% 3.09% N/A
Derivative
0.00% -4.34% 15.93% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FFKDX % Rank
US
25.51% 0.96% 137.62% N/A
Non US
3.70% 0.00% 22.80% N/A

FFKDX - Expenses

Operational Fees

FFKDX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.05% 0.00% 5.22% N/A
Management Fee 0.54% 0.00% 0.95% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.40% N/A

Sales Fees

FFKDX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 4.00% N/A

Trading Fees

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

FFKDX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 20.00% 0.00% 106.00% N/A

FFKDX - Distributions

Dividend Yield Analysis

FFKDX Category Low Category High FFKDX % Rank
Dividend Yield 0.00% 0.00% 0.04% N/A

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FFKDX Category Low Category High FFKDX % Rank
Net Income Ratio 1.77% -0.99% 35.20% N/A

Capital Gain Distribution Analysis

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

Distributions History

View More +

FFKDX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 16.76 6.29 7.5