Fidelity Flex Freedom Blend 2020 Fund
Name
As of 11/06/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
How Advisors Are Unwinding Concentrated Stock Positions Before Year-End (Prompt Included)
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How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
Vitals
YTD Return
-12.4%
1 yr return
-8.5%
3 Yr Avg Return
4.5%
5 Yr Avg Return
0.6%
Net Assets
$6.07 M
Holdings in Top 10
67.6%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio N/A
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 36.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 11/06/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
News & Popular Funds, ETFs
View all
How Advisors Are Unwinding Concentrated Stock Positions Before Year-End (Prompt Included)
It’s Time to Trade Passive Bond ETFs For Active Ones
How Advisors Are Prepping Clients for a December Rate Hike (Prompt Included)
FULSX - Profile
Distributions
- YTD Total Return -12.4%
- 3 Yr Annualized Total Return 4.5%
- 5 Yr Annualized Total Return 0.6%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.70%
- Dividend Yield 7.3%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Flex Freedom Blend 2020 Fund
-
Fund Family NameFidelity Investments
-
Inception DateJun 14, 2017
-
Shares OutstandingN/A
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FULSX - Performance
Return Ranking - Trailing
| Period | FULSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -12.4% | -12.4% | 7.5% | 100.00% |
| 1 Yr | -8.5% | -8.5% | 12.1% | 100.00% |
| 3 Yr | 4.5%* | 4.5% | 12.9% | 100.00% |
| 5 Yr | 0.6%* | 0.6% | 6.4% | 100.00% |
| 10 Yr | N/A* | 4.9% | 7.7% | N/A |
* Annualized
Return Ranking - Calendar
| Period | FULSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 6.4% | 0.9% | 11.5% | 29.47% |
| 2024 | 4.6% | -4.5% | 9.5% | 13.68% |
| 2023 | 10.2% | 3.8% | 11.4% | 4.26% |
| 2022 | -20.2% | -25.6% | -12.0% | 62.77% |
| 2021 | 2.6% | -9.5% | 12.0% | 34.12% |
Total Return Ranking - Trailing
| Period | FULSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | -12.4% | -12.4% | 7.5% | 100.00% |
| 1 Yr | -8.5% | -8.5% | 12.1% | 100.00% |
| 3 Yr | 4.5%* | 4.5% | 12.9% | 100.00% |
| 5 Yr | 0.6%* | 0.6% | 6.4% | 100.00% |
| 10 Yr | N/A* | 4.9% | 7.7% | N/A |
* Annualized
Total Return Ranking - Calendar
| Period | FULSX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 14.8% | 8.5% | 15.5% | 8.42% |
| 2024 | 7.6% | 4.5% | 11.8% | 53.68% |
| 2023 | 13.3% | 7.6% | 15.2% | 18.09% |
| 2022 | -16.1% | -18.8% | -11.0% | 84.04% |
| 2021 | 9.1% | 4.1% | 16.5% | 56.47% |
NAV & Total Return History
FULSX - Holdings
Concentration Analysis
| FULSX | Category Low | Category High | FULSX % Rank | |
|---|---|---|---|---|
| Net Assets | 6.07 M | 6.07 M | 32.2 B | 100.00% |
| Number of Holdings | 34 | 7 | 91 | 27.08% |
| Net Assets in Top 10 | 4.32 M | 4.32 M | 34.2 B | 100.00% |
| Weighting of Top 10 | 67.64% | 64.4% | 100.1% | 86.46% |
Top 10 Holdings
- Fidelity Series Government Bond Index Fund 10.73%
- Fidelity Series Investment Grade Bond Fund 9.86%
- FIDELITY SERIES 5+ YEAR INFLATION-PROTECTED BOND INDEX FUND 7.50%
- Fidelity Series Emerging Markets Opportunities Fund 6.65%
- Fidelity Series Large Cap Value Index Fund 6.53%
- Fidelity Series Corporate Bond Fund 6.39%
- Fidelity Series Investment Grade Securitized Fund 5.88%
- Fidelity Series Blue Chip Growth Fund 5.46%
- FIDELITY SERIES INTERNATIONAL DEVELOPED MARKETS BOND INDEX FUND 4.83%
- FIDELITY SERIES 0-5 YEAR INFLATION-PROTECTED BOND INDEX FUND 3.81%
Asset Allocation
| Weighting | Return Low | Return High | FULSX % Rank | |
|---|---|---|---|---|
| Stocks | 99.87% | 0.00% | 100.09% | 27.08% |
| Convertible Bonds | 0.57% | 0.00% | 1.38% | 36.46% |
| Cash | 0.13% | 0.00% | 35.78% | 60.42% |
| Preferred Stocks | 0.00% | 0.00% | 0.04% | 21.88% |
| Other | 0.00% | -0.01% | 0.04% | 40.63% |
| Bonds | 0.00% | 0.00% | 58.45% | 50.00% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FULSX % Rank | |
|---|---|---|---|---|
| Technology | 18.75% | 5.80% | 23.92% | 34.38% |
| Financial Services | 18.32% | 6.51% | 19.15% | 19.79% |
| Industrials | 11.67% | 4.37% | 12.76% | 14.58% |
| Consumer Cyclical | 11.56% | 3.91% | 13.31% | 15.63% |
| Healthcare | 10.66% | 4.61% | 15.12% | 98.96% |
| Communication Services | 7.26% | 3.17% | 9.76% | 50.00% |
| Basic Materials | 6.50% | 1.59% | 7.27% | 21.88% |
| Consumer Defense | 5.51% | 2.92% | 9.17% | 88.54% |
| Energy | 5.42% | 1.84% | 8.11% | 40.63% |
| Utilities | 2.20% | 1.31% | 4.74% | 94.79% |
| Real Estate | 2.16% | 1.87% | 16.02% | 89.58% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FULSX % Rank | |
|---|---|---|---|---|
| US | 99.87% | 0.00% | 100.09% | 27.08% |
| Non US | 0.00% | 0.00% | 13.95% | 30.21% |
FULSX - Expenses
Operational Fees
| FULSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | N/A | 0.05% | 18.10% | 99.59% |
| Management Fee | 0.00% | 0.00% | 0.58% | 3.16% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.15% | N/A |
Sales Fees
| FULSX 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
| FULSX 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.
| FULSX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 36.00% | 5.00% | 137.00% | 58.70% |
FULSX - Distributions
Dividend Yield Analysis
| FULSX | Category Low | Category High | FULSX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 7.28% | 0.00% | 7.03% | 54.17% |
Dividend Distribution Analysis
| FULSX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FULSX | Category Low | Category High | FULSX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.70% | 0.16% | 3.78% | 7.53% |
Capital Gain Distribution Analysis
| FULSX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.352 | OrdinaryDividend |
| Dec 30, 2025 | $0.461 | CapitalGainLongTerm |
| May 09, 2025 | $0.043 | OrdinaryDividend |
| May 09, 2025 | $0.032 | CapitalGainLongTerm |
| Dec 30, 2024 | $0.288 | OrdinaryDividend |
| Dec 28, 2023 | $0.279 | OrdinaryDividend |
| Dec 28, 2023 | $0.008 | CapitalGainShortTerm |
| Dec 29, 2022 | $0.314 | OrdinaryDividend |
| May 06, 2022 | $0.168 | OrdinaryDividend |
| Dec 30, 2021 | $0.471 | OrdinaryDividend |
| May 07, 2021 | $0.255 | OrdinaryDividend |
| Dec 30, 2020 | $0.395 | OrdinaryDividend |
| May 08, 2020 | $0.111 | OrdinaryDividend |
| Dec 30, 2019 | $0.214 | OrdinaryDividend |
| Dec 30, 2019 | $0.061 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.109 | CapitalGainLongTerm |
| May 10, 2019 | $0.212 | CapitalGainLongTerm |
| May 10, 2019 | $0.032 | OrdinaryDividend |
| Dec 28, 2018 | $0.040 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.110 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.212 | OrdinaryDividend |
| May 11, 2018 | $0.032 | CapitalGainShortTerm |
| May 11, 2018 | $0.181 | CapitalGainLongTerm |
| May 11, 2018 | $0.031 | OrdinaryDividend |
| Dec 28, 2017 | $0.157 | OrdinaryDividend |
| Dec 28, 2017 | $0.046 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.070 | CapitalGainLongTerm |
FULSX - Fund Manager Analysis
Managers
Andrew Dierdorf
Start Date
Tenure
Tenure Rank
Jun 08, 2017
4.98
5.0%
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
Jun 08, 2017
4.98
5.0%
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 | 5.82 | 2.41 |