Fidelity Freedom 2055 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
6.2%
1 yr return
23.4%
3 Yr Avg Return
18.4%
5 Yr Avg Return
9.1%
Net Assets
$16.2 B
Holdings in Top 10
77.2%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.68%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 29.00%
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
FDEEX - Profile
Distributions
- YTD Total Return 6.2%
- 3 Yr Annualized Total Return 18.4%
- 5 Yr Annualized Total Return 9.1%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.12%
- Dividend Yield 2.5%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom 2055 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJun 07, 2011
-
Shares OutstandingN/A
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FDEEX - Performance
Return Ranking - Trailing
| Period | FDEEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.2% | 3.3% | 14.4% | 96.69% |
| 1 Yr | 23.4% | 18.0% | 30.3% | 80.11% |
| 3 Yr | 18.4%* | 13.3% | 21.6% | 69.61% |
| 5 Yr | 9.1%* | 3.9% | 12.0% | 64.77% |
| 10 Yr | 11.9%* | 8.8% | 12.8% | 23.42% |
* Annualized
Return Ranking - Calendar
| Period | FDEEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 18.7% | -1.6% | 21.9% | 17.68% |
| 2024 | 12.1% | -6.2% | 17.9% | 39.78% |
| 2023 | 18.2% | 2.5% | 21.5% | 32.96% |
| 2022 | -26.4% | -37.6% | -17.9% | 89.94% |
| 2021 | 4.5% | -9.7% | 20.3% | 77.65% |
Total Return Ranking - Trailing
| Period | FDEEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.2% | 3.3% | 14.4% | 96.69% |
| 1 Yr | 23.4% | 18.0% | 30.3% | 80.11% |
| 3 Yr | 18.4%* | 13.3% | 21.6% | 69.61% |
| 5 Yr | 9.1%* | 3.9% | 12.0% | 64.77% |
| 10 Yr | 11.9%* | 8.8% | 12.8% | 23.42% |
* Annualized
Total Return Ranking - Calendar
| Period | FDEEX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 23.7% | 12.8% | 27.0% | 6.08% |
| 2024 | 14.0% | 0.0% | 27.1% | 72.93% |
| 2023 | 20.6% | 10.6% | 36.3% | 49.16% |
| 2022 | -19.1% | -20.4% | 0.3% | 79.89% |
| 2021 | 16.5% | 1.2% | 22.5% | 74.71% |
NAV & Total Return History
FDEEX - Holdings
Concentration Analysis
| FDEEX | Category Low | Category High | FDEEX % Rank | |
|---|---|---|---|---|
| Net Assets | 16.2 B | 12.1 M | 73.4 B | 9.94% |
| Number of Holdings | 46 | 2 | 83 | 4.97% |
| Net Assets in Top 10 | 11.2 B | 9.59 M | 67.2 B | 9.94% |
| Weighting of Top 10 | 77.17% | 62.4% | 134.2% | 82.66% |
Top 10 Holdings
- FIDELITY SERIES GROWTH COMPANY FUND 10.16%
- FIDELITY SERIES LARGE CAP STOCK FUND 10.13%
- Fidelity Series Emerging Markets Opportunities Fund 10.09%
- Fidelity Series International Value Fund 7.57%
- Fidelity Series Overseas Fund 7.35%
- Fidelity Series International Growth Fund 7.32%
- Fidelity Series Stock Selector Large Cap Value Fund 6.70%
- Fidelity Series Value Discovery Fund 6.10%
- Fidelity Series Opportunistic Insights Fund 6.08%
- Fidelity Series Blue Chip Growth Fund 5.66%
Asset Allocation
| Weighting | Return Low | Return High | FDEEX % Rank | |
|---|---|---|---|---|
| Stocks | 99.63% | 0.00% | 100.05% | 49.17% |
| Bonds | 0.29% | 0.00% | 3.35% | 17.13% |
| Cash | 0.12% | 0.00% | 35.22% | 54.14% |
| Convertible Bonds | 0.05% | 0.00% | 1.00% | 51.38% |
| Preferred Stocks | 0.00% | 0.00% | 0.03% | 2.76% |
| Other | -0.02% | -0.24% | 11.68% | 85.64% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FDEEX % Rank | |
|---|---|---|---|---|
| Financial Services | 18.83% | 12.57% | 18.90% | 3.87% |
| Technology | 17.55% | 16.71% | 24.10% | 92.27% |
| Industrials | 12.06% | 9.12% | 12.53% | 4.97% |
| Healthcare | 11.61% | 10.32% | 14.65% | 80.11% |
| Consumer Cyclical | 11.31% | 9.22% | 13.40% | 44.20% |
| Communication Services | 6.85% | 5.69% | 10.32% | 67.40% |
| Basic Materials | 6.48% | 3.25% | 6.79% | 6.63% |
| Energy | 5.97% | 2.42% | 5.97% | 0.55% |
| Consumer Defense | 5.42% | 4.75% | 7.70% | 87.85% |
| Utilities | 2.01% | 1.89% | 3.67% | 98.34% |
| Real Estate | 1.90% | 1.72% | 10.21% | 87.85% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FDEEX % Rank | |
|---|---|---|---|---|
| US | 99.63% | 0.00% | 100.05% | 49.17% |
| Non US | 0.00% | 0.00% | 39.18% | 14.92% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FDEEX % Rank | |
|---|---|---|---|---|
| Government | 47.98% | 1.77% | 73.78% | 25.41% |
| Corporate | 10.22% | 0.99% | 40.57% | 67.40% |
| Securitized | 1.90% | 0.00% | 27.58% | 86.74% |
| Cash & Equivalents | 0.12% | 0.00% | 86.55% | 38.67% |
| Municipal | 0.03% | 0.00% | 1.17% | 66.30% |
| Derivative | -0.02% | -0.24% | 1.48% | 85.64% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FDEEX % Rank | |
|---|---|---|---|---|
| US | 0.29% | 0.00% | 3.16% | 17.13% |
| Non US | 0.00% | 0.00% | 0.19% | 8.84% |
FDEEX - Expenses
Operational Fees
| FDEEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.68% | 0.05% | 10.10% | 55.56% |
| Management Fee | 0.68% | 0.00% | 0.92% | 95.27% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
| FDEEX 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
| FDEEX 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.
| FDEEX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 29.00% | 0.00% | 116.00% | 71.78% |
FDEEX - Distributions
Dividend Yield Analysis
| FDEEX | Category Low | Category High | FDEEX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 2.51% | 0.00% | 5.56% | 79.01% |
Dividend Distribution Analysis
| FDEEX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FDEEX | Category Low | Category High | FDEEX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.12% | -0.38% | 3.85% | 10.78% |
Capital Gain Distribution Analysis
| FDEEX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Semi-Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.258 | OrdinaryDividend |
| Dec 30, 2025 | $0.026 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.064 | CapitalGainLongTerm |
| May 09, 2025 | $0.380 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.175 | OrdinaryDividend |
| Dec 30, 2024 | $0.016 | CapitalGainShortTerm |
| Dec 30, 2024 | $0.059 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.250 | OrdinaryDividend |
| Dec 28, 2023 | $0.177 | OrdinaryDividend |
| Dec 28, 2023 | $0.008 | CapitalGainShortTerm |
| May 12, 2023 | $0.085 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.290 | OrdinaryDividend |
| May 06, 2022 | $0.946 | OrdinaryDividend |
| Dec 30, 2021 | $1.085 | OrdinaryDividend |
| May 14, 2021 | $0.738 | CapitalGainLongTerm |
| Dec 30, 2020 | $0.337 | OrdinaryDividend |
| May 08, 2020 | $0.317 | CapitalGainLongTerm |
| Dec 30, 2019 | $0.204 | OrdinaryDividend |
| Dec 30, 2019 | $0.019 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.128 | CapitalGainLongTerm |
| May 10, 2019 | $0.006 | CapitalGainShortTerm |
| May 10, 2019 | $0.504 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.186 | OrdinaryDividend |
| Dec 28, 2018 | $0.062 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.209 | CapitalGainLongTerm |
| May 11, 2018 | $0.328 | CapitalGainLongTerm |
| Dec 28, 2017 | $0.144 | OrdinaryDividend |
| Dec 28, 2017 | $0.059 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.143 | CapitalGainLongTerm |
| May 12, 2017 | $0.007 | OrdinaryDividend |
| May 12, 2017 | $0.009 | CapitalGainShortTerm |
| May 12, 2017 | $0.131 | CapitalGainLongTerm |
| Dec 28, 2016 | $0.155 | OrdinaryDividend |
| Dec 28, 2016 | $0.010 | CapitalGainShortTerm |
| May 13, 2016 | $0.006 | OrdinaryDividend |
| May 13, 2016 | $0.005 | CapitalGainShortTerm |
| May 13, 2016 | $0.234 | CapitalGainLongTerm |
| Dec 29, 2015 | $0.156 | OrdinaryDividend |
| Dec 29, 2015 | $0.037 | CapitalGainShortTerm |
| Dec 29, 2015 | $0.128 | CapitalGainLongTerm |
| May 11, 2015 | $0.010 | OrdinaryDividend |
| May 11, 2015 | $0.009 | CapitalGainShortTerm |
| May 11, 2015 | $0.215 | CapitalGainLongTerm |
| Dec 30, 2014 | $0.172 | OrdinaryDividend |
| Dec 30, 2014 | $0.088 | CapitalGainShortTerm |
| Dec 30, 2014 | $0.036 | CapitalGainLongTerm |
| May 05, 2014 | $0.012 | OrdinaryDividend |
| May 05, 2014 | $0.094 | CapitalGainShortTerm |
| May 05, 2014 | $0.176 | CapitalGainLongTerm |
| Dec 30, 2013 | $0.124 | OrdinaryDividend |
| Dec 30, 2013 | $0.178 | CapitalGainShortTerm |
| Dec 30, 2013 | $0.053 | CapitalGainLongTerm |
| May 13, 2013 | $0.116 | CapitalGainLongTerm |
| May 13, 2013 | $0.012 | OrdinaryDividend |
| May 13, 2013 | $0.014 | CapitalGainShortTerm |
| Dec 31, 2012 | $0.133 | OrdinaryDividend |
| Dec 31, 2012 | $0.010 | CapitalGainShortTerm |
| Dec 31, 2012 | $0.012 | CapitalGainLongTerm |
| May 14, 2012 | $0.008 | OrdinaryDividend |
| May 14, 2012 | $0.042 | CapitalGainLongTerm |
| Dec 30, 2011 | $0.107 | OrdinaryDividend |
| Dec 30, 2011 | $0.116 | CapitalGainShortTerm |
| Dec 30, 2011 | $0.012 | CapitalGainLongTerm |
FDEEX - Fund Manager Analysis
Managers
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Jun 01, 2011
11.01
11.0%
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 | 14.26 | 5.47 | 2.41 |