Fidelity Freedom 2020 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
2.0%
1 yr return
12.2%
3 Yr Avg Return
10.6%
5 Yr Avg Return
4.6%
Net Assets
$12.6 B
Holdings in Top 10
70.2%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.28%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 34.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FATKX - Profile
Distributions
- YTD Total Return 2.0%
- 3 Yr Annualized Total Return 10.6%
- 5 Yr Annualized Total Return 4.6%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.46%
- Dividend Yield 5.1%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom 2020 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJun 14, 2017
-
Shares OutstandingN/A
-
Share ClassK6
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FATKX - Performance
Return Ranking - Trailing
| Period | FATKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 2.0% | -14.7% | 8.6% | 91.00% |
| 1 Yr | 12.2% | -6.1% | 16.5% | 82.00% |
| 3 Yr | 10.6%* | 4.1% | 13.0% | 48.00% |
| 5 Yr | 4.6%* | 0.9% | 6.7% | 57.29% |
| 10 Yr | N/A* | 5.3% | 8.1% | 33.33% |
* Annualized
Return Ranking - Calendar
| Period | FATKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 6.7% | 0.9% | 11.5% | 32.00% |
| 2024 | 2.4% | -4.5% | 9.5% | 69.00% |
| 2023 | 9.9% | 3.8% | 11.4% | 18.18% |
| 2022 | -23.4% | -25.6% | -12.0% | 89.90% |
| 2021 | -3.0% | -9.5% | 12.0% | 98.89% |
Total Return Ranking - Trailing
| Period | FATKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 2.0% | -14.7% | 8.6% | 91.00% |
| 1 Yr | 12.2% | -6.1% | 16.5% | 82.00% |
| 3 Yr | 10.6%* | 4.1% | 13.0% | 48.00% |
| 5 Yr | 4.6%* | 0.9% | 6.7% | 57.29% |
| 10 Yr | N/A* | 5.3% | 8.1% | 32.22% |
* Annualized
Total Return Ranking - Calendar
| Period | FATKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 15.1% | 8.5% | 15.5% | 4.00% |
| 2024 | 7.6% | 4.5% | 11.8% | 50.00% |
| 2023 | 13.2% | 7.6% | 15.2% | 18.18% |
| 2022 | -15.9% | -18.8% | -11.0% | 77.78% |
| 2021 | 9.1% | 4.1% | 16.5% | 52.22% |
NAV & Total Return History
FATKX - Holdings
Concentration Analysis
| FATKX | Category Low | Category High | FATKX % Rank | |
|---|---|---|---|---|
| Net Assets | 12.6 B | 8.79 M | 34.6 B | 17.82% |
| Number of Holdings | 43 | 8 | 92 | 16.83% |
| Net Assets in Top 10 | 8.87 B | 7.3 M | 33.7 B | 17.82% |
| Weighting of Top 10 | 70.20% | 63.3% | 100.0% | 74.26% |
Top 10 Holdings
- Fidelity Series Investment Grade Bond Fund 27.75%
- FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND 6.61%
- FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND 5.69%
- Fidelity Series Emerging Markets Opportunities Fund 5.32%
- FIDELITY SERIES GROWTH COMPANY FUND 4.77%
- FIDELITY SERIES LARGE CAP STOCK FUND 4.74%
- FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND 4.59%
- Fidelity Series International Value Fund 3.63%
- Fidelity Series Overseas Fund 3.56%
- Fidelity Series International Growth Fund 3.55%
Asset Allocation
| Weighting | Return Low | Return High | FATKX % Rank | |
|---|---|---|---|---|
| Stocks | 99.52% | 0.00% | 99.95% | 60.40% |
| Convertible Bonds | 0.52% | 0.00% | 1.38% | 51.49% |
| Bonds | 0.25% | 0.00% | 58.45% | 31.68% |
| Cash | 0.25% | 0.00% | 35.78% | 29.70% |
| Preferred Stocks | 0.00% | 0.00% | 0.04% | 7.92% |
| Other | -0.02% | -0.02% | 0.07% | 89.11% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FATKX % Rank | |
|---|---|---|---|---|
| Financial Services | 19.12% | 6.51% | 19.15% | 6.93% |
| Technology | 17.51% | 5.80% | 23.92% | 67.33% |
| Industrials | 12.04% | 4.37% | 12.76% | 5.94% |
| Consumer Cyclical | 11.32% | 3.91% | 13.31% | 33.66% |
| Healthcare | 11.13% | 4.61% | 15.12% | 82.18% |
| Basic Materials | 6.83% | 1.59% | 7.27% | 17.82% |
| Communication Services | 6.81% | 3.17% | 9.76% | 65.35% |
| Energy | 5.89% | 1.84% | 8.11% | 17.82% |
| Consumer Defense | 5.43% | 2.92% | 9.17% | 90.10% |
| Utilities | 1.98% | 1.31% | 4.74% | 96.04% |
| Real Estate | 1.93% | 1.87% | 16.02% | 97.03% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FATKX % Rank | |
|---|---|---|---|---|
| US | 99.52% | 0.00% | 99.95% | 60.40% |
| Non US | 0.00% | 0.00% | 13.95% | 19.80% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FATKX % Rank | |
|---|---|---|---|---|
| Government | 49.07% | 23.34% | 99.39% | 47.52% |
| Corporate | 18.16% | 0.01% | 46.14% | 68.32% |
| Securitized | 13.94% | 0.00% | 25.07% | 73.27% |
| Municipal | 0.38% | 0.00% | 1.32% | 21.78% |
| Cash & Equivalents | 0.15% | 0.00% | 62.69% | 33.66% |
| Derivative | -0.02% | -0.02% | 0.05% | 89.11% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FATKX % Rank | |
|---|---|---|---|---|
| US | 0.25% | 0.00% | 54.99% | 31.68% |
| Non US | 0.00% | 0.00% | 3.46% | 8.91% |
FATKX - Expenses
Operational Fees
| FATKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.28% | 0.05% | 23.11% | 85.00% |
| Management Fee | 0.28% | 0.00% | 0.58% | 61.00% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.15% | N/A |
Sales Fees
| FATKX 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% | 1.00% | N/A |
Trading Fees
| FATKX 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.
| FATKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 34.00% | 5.00% | 137.00% | 43.30% |
FATKX - Distributions
Dividend Yield Analysis
| FATKX | Category Low | Category High | FATKX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 5.13% | 0.00% | 7.03% | 46.53% |
Dividend Distribution Analysis
| FATKX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | Monthly | Annual |
Net Income Ratio Analysis
| FATKX | Category Low | Category High | FATKX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.46% | 0.16% | 3.78% | 10.20% |
Capital Gain Distribution Analysis
| FATKX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.406 | OrdinaryDividend |
| Dec 30, 2025 | $0.413 | CapitalGainLongTerm |
| May 09, 2025 | $0.301 | CapitalGainLongTerm |
| May 09, 2025 | $0.053 | OrdinaryDividend |
| Dec 30, 2024 | $0.377 | OrdinaryDividend |
| Dec 30, 2024 | $0.146 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.523 | OrdinaryDividend |
| May 10, 2024 | $0.050 | OrdinaryDividend |
| May 10, 2024 | $0.151 | CapitalGainLongTerm |
| Dec 28, 2023 | $0.337 | OrdinaryDividend |
| Dec 28, 2023 | $0.047 | CapitalGainLongTerm |
| May 12, 2023 | $0.026 | OrdinaryDividend |
| Dec 29, 2022 | $0.482 | OrdinaryDividend |
| May 06, 2022 | $0.795 | OrdinaryDividend |
| Dec 30, 2021 | $1.222 | OrdinaryDividend |
| May 14, 2021 | $0.816 | OrdinaryDividend |
| Dec 30, 2020 | $0.750 | OrdinaryDividend |
| May 08, 2020 | $0.435 | OrdinaryDividend |
| Dec 30, 2019 | $0.065 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.295 | CapitalGainLongTerm |
| Dec 30, 2019 | $0.299 | OrdinaryDividend |
| May 10, 2019 | $0.004 | CapitalGainShortTerm |
| May 10, 2019 | $0.397 | CapitalGainLongTerm |
| May 10, 2019 | $0.036 | OrdinaryDividend |
| Dec 28, 2018 | $0.065 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.322 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.311 | OrdinaryDividend |
| May 11, 2018 | $0.026 | CapitalGainShortTerm |
| May 11, 2018 | $0.363 | CapitalGainLongTerm |
| May 11, 2018 | $0.032 | OrdinaryDividend |
| Dec 28, 2017 | $0.219 | OrdinaryDividend |
| Dec 28, 2017 | $0.050 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.257 | CapitalGainLongTerm |
FATKX - 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 |
|---|---|---|---|
| 0.85 | 16.18 | 5.97 | 2.41 |