FFTHX: Fidelity Freedom® 2035

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Fixed income news, reports, video and more.

Municipal bonds news, reports, video and more.

Practice management news, reports, video and more.

Portfolio management news, reports, video and more.

Retirement news, reports, video and more.

Learn from industry thought leaders and expert market participants.

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Advisors

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

FFTHX Fidelity Freedom® 2035


Profile

FFTHX - Profile

Vitals

  • YTD Return -3.4%
  • 3 Yr Annualized Return 0.0%
  • 5 Yr Annualized Return 1.5%
  • Net Assets $22.8 B
  • Holdings in Top 10 70.5%

52 WEEK LOW AND HIGH

$14.59
$10.97
$15.61

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.73%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 31.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $0
  • IRA $2,500

Fund Classification

  • Primary Caregory
  • Fund Type Open End Mutual Fund
  • Investment Style Target-Date 2035

Distributions

  • YTD Total Return -3.4%
  • 3 Yr Annualized Total Return 1.8%
  • 5 Yr Annualized Total Return 4.4%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.57%
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 ® domestic equity funds, international equity funds, bond funds, and short-term funds. It 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.


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.


Categories

Fund Company Quick Screens

FFTHX - Fund Company Quick Screens


Performance

FFTHX - Performance

Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
YTD -3.4% -13.0% 8.3% 93.85%
1 Yr 3.3% -13.0% 13.9% 36.63%
3 Yr 0.0%* -19.2% 7.4% 40.66%
5 Yr 1.5%* -11.6% 5.4% 21.77%
10 Yr 3.5%* -4.2% 8.8% 23.91%

* Annualized

Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2019 16.2% -1.8% 25.1% 18.72%
2018 -14.7% -30.8% -0.6% 71.06%
2017 16.9% -36.9% 18.0% 1.09%
2016 4.2% -5.2% 8.1% 33.88%
2015 -5.7% -20.8% -1.4% 49.14%

Total Return Ranking - Trailing

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
YTD -3.4% -13.0% 8.3% 93.85%
1 Yr 3.3% -13.0% 13.9% 36.35%
3 Yr 1.8%* -19.2% 7.5% 51.76%
5 Yr 4.4%* -11.6% 7.2% 30.78%
10 Yr 7.5%* -4.2% 8.8% 14.25%

* Annualized

Total Return Ranking - Calendar

Period FFTHX Return Category Return Low Category Return High Rank in Category (%)
2019 16.2% -1.8% 25.1% 18.72%
2018 -12.4% -25.4% 1.3% 72.30%
2017 22.0% -36.9% 24.6% 0.66%
2016 8.6% -3.2% 12.3% 9.64%
2015 -0.1% -20.6% 2.9% 5.32%

NAV & Total Return History


Holdings

FFTHX - Holdings

Concentration Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Assets 22.8 B 117 K 32.3 B 1.08%
Number of Holdings 34 1 521 11.06%
Net Assets in Top 10 16.1 B 0 23.6 B 1.08%
Weighting of Top 10 70.49% 0.0% 100.0% 78.49%

Top 10 Holdings

  1. Fidelity® Series Emerging Markets Opps 12.60%
  2. Fidelity® Series Investment Grade Bond 7.87%
  3. Fidelity® Series Growth Company 7.49%
  4. Fidelity® Series Intrinsic Opps 7.36%
  5. Fidelity® Series International Growth 6.70%
  6. Fidelity® Series International Value 6.64%
  7. Fidelity® Series Overseas 6.62%
  8. Fidelity® Series Large Cap Stock 6.46%
  9. Fidelity® Series Stk Selec Lg Cp Val 4.95%
  10. Fidelity® Series Opportunistic Insights 3.80%

Asset Allocation

Weighting Return Low Return High FFTHX % Rank
Stocks
79.92% 0.00% 79.99% 0.72%
Bonds
13.37% -147.35% 78.52% 96.67%
Cash
6.11% -20.14% 181.56% 32.19%
Other
0.27% -0.68% 51.68% 29.32%
Convertible Bonds
0.20% 0.00% 5.25% 80.13%
Preferred Stocks
0.12% 0.00% 37.83% 25.81%

Stock Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Financial Services
17.97% 3.80% 19.78% 8.66%
Technology
17.73% 3.36% 21.02% 41.30%
Healthcare
14.93% 1.80% 16.88% 18.39%
Consumer Cyclical
11.87% 2.04% 14.86% 7.21%
Industrials
9.90% 1.74% 13.02% 60.23%
Communication Services
8.37% 0.38% 16.38% 56.81%
Consumer Defense
6.28% 1.11% 15.13% 93.15%
Basic Materials
4.66% 0.82% 6.18% 25.07%
Energy
4.39% 0.98% 8.32% 11.81%
Real Estate
2.10% 0.46% 20.54% 98.29%
Utilities
1.79% 0.00% 5.72% 92.25%

Stock Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
Non US
40.70% 0.00% 40.90% 0.72%
US
39.22% 0.00% 60.90% 39.57%

Bond Sector Breakdown

Weighting Return Low Return High FFTHX % Rank
Government
31.46% -1.58% 56.41% 58.45%
Cash & Equivalents
30.90% 0.07% 181.55% 5.31%
Corporate
24.11% 0.00% 99.61% 63.04%
Securitized
12.82% 0.00% 34.98% 79.59%
Municipal
0.39% 0.00% 3.28% 42.54%
Derivative
0.33% -165.59% 41.63% 41.10%

Bond Geographic Breakdown

Weighting Return Low Return High FFTHX % Rank
US
11.45% -177.69% 67.03% 95.32%
Non US
1.92% -37.80% 30.34% 86.33%

Expenses

FFTHX - Expenses

Operational Fees

FFTHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.73% 0.01% 108.96% 37.30%
Management Fee 0.72% 0.00% 0.93% 96.93%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.40% 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 31.00% 2.60% 150.00% 48.14%

Distributions

FFTHX - Distributions

Dividend Yield Analysis

FFTHX Category Low Category High FFTHX % Rank
Dividend Yield 0.00% 0.00% 3.53% 70.60%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

FFTHX Category Low Category High FFTHX % Rank
Net Income Ratio 1.57% -0.22% 5.83% 82.96%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

Fund Manager Analysis

FFTHX - Fund Manager Analysis

Managers

Andrew Dierdorf


Start Date

Tenure

Tenure Rank

Jun 30, 2011

9.01

9.0%

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

6.44

6.4%

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 15.67 5.42 1.83