Fidelity Freedom Blend 2020 Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
3.5%
1 yr return
13.6%
3 Yr Avg Return
10.7%
5 Yr Avg Return
4.5%
Net Assets
$1.31 B
Holdings in Top 10
63.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.33%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 44.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
FJAIX - Profile
Distributions
- YTD Total Return 3.5%
- 3 Yr Annualized Total Return 10.7%
- 5 Yr Annualized Total Return 4.5%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 1.85%
- Dividend Yield 4.7%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom Blend 2020 Fund
-
Fund Family NameFidelity Investments
-
Inception DateSep 06, 2018
-
Shares OutstandingN/A
-
Share ClassZ
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerBrett Sumsion
Fund Description
FJAIX - Performance
Return Ranking - Trailing
| Period | FJAIX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.5% | -14.7% | 8.6% | 73.00% |
| 1 Yr | 13.6% | -6.1% | 16.5% | 39.00% |
| 3 Yr | 10.7%* | 4.1% | 13.0% | 44.00% |
| 5 Yr | 4.5%* | 0.9% | 6.7% | 58.33% |
| 10 Yr | N/A* | 5.3% | 8.1% | N/A |
* Annualized
Return Ranking - Calendar
| Period | FJAIX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 11.5% | 0.9% | 11.5% | 2.00% |
| 2024 | 4.5% | -4.5% | 9.5% | 20.00% |
| 2023 | 9.9% | 3.8% | 11.4% | 19.19% |
| 2022 | -21.0% | -25.6% | -12.0% | 69.70% |
| 2021 | 1.1% | -9.5% | 12.0% | 56.67% |
Total Return Ranking - Trailing
| Period | FJAIX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.5% | -14.7% | 8.6% | 73.00% |
| 1 Yr | 13.6% | -6.1% | 16.5% | 39.00% |
| 3 Yr | 10.7%* | 4.1% | 13.0% | 44.00% |
| 5 Yr | 4.5%* | 0.9% | 6.7% | 58.33% |
| 10 Yr | N/A* | 5.3% | 8.1% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FJAIX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 14.5% | 8.5% | 15.5% | 14.00% |
| 2024 | 7.1% | 4.5% | 11.8% | 76.00% |
| 2023 | 12.9% | 7.6% | 15.2% | 29.29% |
| 2022 | -16.5% | -18.8% | -11.0% | 88.89% |
| 2021 | 8.7% | 4.1% | 16.5% | 64.44% |
NAV & Total Return History
FJAIX - Holdings
Concentration Analysis
| FJAIX | Category Low | Category High | FJAIX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.31 B | 8.79 M | 34.6 B | 43.56% |
| Number of Holdings | 45 | 8 | 92 | 13.86% |
| Net Assets in Top 10 | 748 M | 7.3 M | 33.7 B | 49.50% |
| Weighting of Top 10 | 63.28% | 63.3% | 100.0% | 98.02% |
Top 10 Holdings
- Fidelity Series Government Bond Index Fund 9.00%
- Fidelity Series Investment Grade Bond Fund 8.34%
- Fidelity Series Large Cap Value Index Fund 7.14%
- FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND 6.62%
- Fidelity Series Blue Chip Growth Fund 5.95%
- FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND 5.70%
- Fidelity Series Corporate Bond Fund 5.37%
- Fidelity Series Emerging Markets Opportunities Fund 5.31%
- Fidelity Series Investment Grade Securitized Fund 5.09%
- FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND 4.76%
Asset Allocation
| Weighting | Return Low | Return High | FJAIX % Rank | |
|---|---|---|---|---|
| Stocks | 99.55% | 0.00% | 99.95% | 51.49% |
| Convertible Bonds | 0.57% | 0.00% | 1.38% | 43.56% |
| Bonds | 0.25% | 0.00% | 58.45% | 28.71% |
| Cash | 0.22% | 0.00% | 35.78% | 44.55% |
| Preferred Stocks | 0.00% | 0.00% | 0.04% | 55.45% |
| Other | -0.02% | -0.02% | 0.07% | 98.02% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FJAIX % Rank | |
|---|---|---|---|---|
| Technology | 18.52% | 5.80% | 23.92% | 40.59% |
| Financial Services | 18.39% | 6.51% | 19.15% | 20.79% |
| Industrials | 11.66% | 4.37% | 12.76% | 20.79% |
| Consumer Cyclical | 11.43% | 3.91% | 13.31% | 27.72% |
| Healthcare | 10.75% | 4.61% | 15.12% | 91.09% |
| Communication Services | 7.26% | 3.17% | 9.76% | 51.49% |
| Basic Materials | 6.49% | 1.59% | 7.27% | 32.67% |
| Consumer Defense | 5.57% | 2.92% | 9.17% | 80.20% |
| Energy | 5.47% | 1.84% | 8.11% | 40.59% |
| Utilities | 2.26% | 1.31% | 4.74% | 77.23% |
| Real Estate | 2.19% | 1.87% | 16.02% | 83.17% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FJAIX % Rank | |
|---|---|---|---|---|
| US | 99.55% | 0.00% | 99.95% | 51.49% |
| Non US | 0.00% | 0.00% | 13.95% | 62.38% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FJAIX % Rank | |
|---|---|---|---|---|
| Government | 50.80% | 23.34% | 99.39% | 34.65% |
| Securitized | 16.72% | 0.00% | 25.07% | 33.66% |
| Corporate | 15.83% | 0.01% | 46.14% | 81.19% |
| Municipal | 0.11% | 0.00% | 1.32% | 75.25% |
| Cash & Equivalents | 0.10% | 0.00% | 62.69% | 42.57% |
| Derivative | -0.02% | -0.02% | 0.05% | 98.02% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FJAIX % Rank | |
|---|---|---|---|---|
| US | 0.25% | 0.00% | 54.99% | 28.71% |
| Non US | 0.00% | 0.00% | 3.46% | 55.45% |
FJAIX - Expenses
Operational Fees
| FJAIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.33% | 0.05% | 23.11% | 79.00% |
| Management Fee | 0.33% | 0.00% | 0.58% | 64.00% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.15% | N/A |
Sales Fees
| FJAIX 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
| FJAIX 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.
| FJAIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 44.00% | 5.00% | 137.00% | 78.35% |
FJAIX - Distributions
Dividend Yield Analysis
| FJAIX | Category Low | Category High | FJAIX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 4.70% | 0.00% | 7.03% | 61.39% |
Dividend Distribution Analysis
| FJAIX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | Monthly | Annual |
Net Income Ratio Analysis
| FJAIX | Category Low | Category High | FJAIX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.85% | 0.16% | 3.78% | 38.78% |
Capital Gain Distribution Analysis
| FJAIX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 15, 2026 | $0.027 | OrdinaryDividend |
| May 15, 2026 | $0.107 | CapitalGainLongTerm |
| Dec 30, 2025 | $0.291 | OrdinaryDividend |
| Dec 30, 2025 | $0.003 | CapitalGainShortTerm |
| May 09, 2025 | $0.020 | OrdinaryDividend |
| Dec 30, 2024 | $0.243 | OrdinaryDividend |
| Dec 28, 2023 | $0.238 | OrdinaryDividend |
| Dec 28, 2023 | $0.008 | CapitalGainShortTerm |
| May 12, 2023 | $0.022 | OrdinaryDividend |
| Dec 29, 2022 | $0.282 | OrdinaryDividend |
| May 06, 2022 | $0.255 | OrdinaryDividend |
| Dec 30, 2021 | $0.569 | OrdinaryDividend |
| May 07, 2021 | $0.287 | OrdinaryDividend |
| Dec 30, 2020 | $0.390 | OrdinaryDividend |
| May 08, 2020 | $0.111 | OrdinaryDividend |
| Dec 30, 2019 | $0.165 | OrdinaryDividend |
| Dec 30, 2019 | $0.064 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.074 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.073 | OrdinaryDividend |
| Dec 28, 2018 | $0.020 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.030 | CapitalGainLongTerm |
FJAIX - Fund Manager Analysis
Managers
Brett Sumsion
Start Date
Tenure
Tenure Rank
Aug 31, 2018
3.75
3.8%
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.
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Aug 31, 2018
3.75
3.8%
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.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.85 | 16.18 | 5.97 | 2.41 |