Fidelity Freedom 2035 Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
3.6%
1 yr return
17.4%
3 Yr Avg Return
14.8%
5 Yr Avg Return
7.2%
Net Assets
$33.7 B
Holdings in Top 10
69.4%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.39%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 30.00%
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
FWTKX - Profile
Distributions
- YTD Total Return 3.6%
- 3 Yr Annualized Total Return 14.8%
- 5 Yr Annualized Total Return 7.2%
- Capital Gain Distribution Frequency Semi-Annually
- Net Income Ratio 2.23%
- Dividend Yield 3.7%
- Dividend Distribution Frequency SemiAnnual
Fund Details
-
Legal NameFidelity Freedom 2035 Fund
-
Fund Family NameFidelity Group of Funds
-
Inception DateJun 14, 2017
-
Shares OutstandingN/A
-
Share ClassK6
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerAndrew Dierdorf
Fund Description
FWTKX - Performance
Return Ranking - Trailing
| Period | FWTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.6% | 1.3% | 12.2% | 95.51% |
| 1 Yr | 17.4% | 12.4% | 23.4% | 77.53% |
| 3 Yr | 14.8%* | 10.3% | 17.0% | 42.13% |
| 5 Yr | 7.2%* | 4.0% | 8.8% | 38.51% |
| 10 Yr | N/A* | 6.5% | 11.1% | 11.76% |
* Annualized
Return Ranking - Calendar
| Period | FWTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 13.1% | -6.1% | 17.6% | 24.72% |
| 2024 | 7.8% | -5.7% | 13.2% | 56.74% |
| 2023 | 15.5% | 2.9% | 18.6% | 6.21% |
| 2022 | -25.8% | -35.5% | -11.3% | 90.40% |
| 2021 | 2.2% | -5.5% | 16.8% | 77.25% |
Total Return Ranking - Trailing
| Period | FWTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 3.6% | 1.3% | 12.2% | 95.51% |
| 1 Yr | 17.4% | 12.4% | 23.4% | 77.53% |
| 3 Yr | 14.8%* | 10.3% | 17.0% | 42.13% |
| 5 Yr | 7.2%* | 4.0% | 8.8% | 38.51% |
| 10 Yr | N/A* | 6.5% | 11.1% | 11.11% |
* Annualized
Total Return Ranking - Calendar
| Period | FWTKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 19.6% | 9.7% | 22.1% | 7.30% |
| 2024 | 11.3% | -0.8% | 21.6% | 49.44% |
| 2023 | 18.1% | 11.1% | 30.3% | 23.16% |
| 2022 | -17.5% | -20.9% | 0.1% | 71.75% |
| 2021 | 14.6% | 2.4% | 20.5% | 39.52% |
NAV & Total Return History
FWTKX - Holdings
Concentration Analysis
| FWTKX | Category Low | Category High | FWTKX % Rank | |
|---|---|---|---|---|
| Net Assets | 33.7 B | 16 M | 126 B | 8.99% |
| Number of Holdings | 44 | 2 | 899 | 15.73% |
| Net Assets in Top 10 | 21.9 B | 20.5 M | 119 B | 10.67% |
| Weighting of Top 10 | 69.44% | 58.6% | 128.5% | 78.36% |
Top 10 Holdings
- Fidelity Series Investment Grade Bond Fund 16.94%
- Fidelity Series Emerging Markets Opportunities Fund 7.64%
- FIDELITY SERIES GROWTH COMPANY FUND 7.35%
- FIDELITY SERIES LARGE CAP STOCK FUND 7.35%
- Fidelity Series International Value Fund 5.57%
- Fidelity Series Overseas Fund 5.46%
- Fidelity Series International Growth Fund 5.44%
- Fidelity Series Stock Selector Large Cap Value Fund 4.86%
- Fidelity Series Value Discovery Fund 4.43%
- Fidelity Series Opportunistic Insights Fund 4.40%
Asset Allocation
| Weighting | Return Low | Return High | FWTKX % Rank | |
|---|---|---|---|---|
| Stocks | 99.61% | 0.00% | 99.99% | 44.94% |
| Convertible Bonds | 0.26% | 0.00% | 1.96% | 56.74% |
| Bonds | 0.25% | 0.00% | 46.41% | 23.03% |
| Cash | 0.16% | 0.00% | 37.73% | 52.25% |
| Preferred Stocks | 0.00% | 0.00% | 0.04% | 50.56% |
| Other | -0.02% | -0.10% | 10.15% | 84.27% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | FWTKX % Rank | |
|---|---|---|---|---|
| Financial Services | 18.73% | 12.97% | 18.89% | 4.49% |
| Technology | 16.74% | 16.45% | 23.99% | 97.19% |
| Healthcare | 12.03% | 10.82% | 14.66% | 71.91% |
| Industrials | 11.68% | 8.97% | 12.33% | 15.17% |
| Consumer Cyclical | 11.11% | 9.02% | 13.37% | 45.51% |
| Basic Materials | 6.71% | 3.30% | 6.92% | 4.49% |
| Communication Services | 6.64% | 5.69% | 9.88% | 68.54% |
| Energy | 6.52% | 2.47% | 6.52% | 1.12% |
| Consumer Defense | 5.81% | 4.82% | 7.76% | 81.46% |
| Utilities | 2.13% | 1.89% | 3.78% | 98.88% |
| Real Estate | 1.91% | 1.86% | 10.12% | 98.88% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | FWTKX % Rank | |
|---|---|---|---|---|
| US | 99.61% | 0.00% | 99.99% | 44.94% |
| Non US | 0.00% | 0.00% | 33.24% | 54.49% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | FWTKX % Rank | |
|---|---|---|---|---|
| Government | 44.41% | 11.31% | 77.80% | 42.13% |
| Corporate | 18.41% | 4.92% | 52.90% | 64.04% |
| Securitized | 12.85% | 0.00% | 38.76% | 78.09% |
| Municipal | 0.33% | 0.00% | 1.16% | 39.89% |
| Cash & Equivalents | 0.11% | 0.00% | 79.37% | 41.01% |
| Derivative | -0.02% | -0.10% | 1.50% | 84.27% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | FWTKX % Rank | |
|---|---|---|---|---|
| US | 0.25% | 0.00% | 43.44% | 23.03% |
| Non US | 0.00% | 0.00% | 2.98% | 52.25% |
FWTKX - Expenses
Operational Fees
| FWTKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.39% | 0.05% | 14.53% | 78.53% |
| Management Fee | 0.39% | 0.00% | 0.83% | 79.04% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.29% | N/A |
Sales Fees
| FWTKX 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
| FWTKX 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.
| FWTKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 30.00% | 1.60% | 106.00% | 74.38% |
FWTKX - Distributions
Dividend Yield Analysis
| FWTKX | Category Low | Category High | FWTKX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 3.73% | 0.00% | 6.95% | 54.49% |
Dividend Distribution Analysis
| FWTKX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | SemiAnnual | Annual | SemiAnnual | Annual |
Net Income Ratio Analysis
| FWTKX | Category Low | Category High | FWTKX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.23% | -0.09% | 3.75% | 10.91% |
Capital Gain Distribution Analysis
| FWTKX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 30, 2025 | $0.349 | OrdinaryDividend |
| Dec 30, 2025 | $0.014 | CapitalGainShortTerm |
| Dec 30, 2025 | $0.209 | CapitalGainLongTerm |
| May 09, 2025 | $0.342 | CapitalGainLongTerm |
| May 09, 2025 | $0.027 | OrdinaryDividend |
| Dec 30, 2024 | $0.320 | OrdinaryDividend |
| Dec 30, 2024 | $0.426 | OrdinaryDividend |
| Dec 30, 2024 | $0.013 | CapitalGainShortTerm |
| Dec 30, 2024 | $0.093 | CapitalGainLongTerm |
| Dec 28, 2023 | $0.269 | OrdinaryDividend |
| Dec 28, 2023 | $0.008 | CapitalGainShortTerm |
| May 12, 2023 | $0.012 | OrdinaryDividend |
| May 12, 2023 | $0.029 | CapitalGainLongTerm |
| Dec 29, 2022 | $0.505 | OrdinaryDividend |
| May 06, 2022 | $0.940 | OrdinaryDividend |
| Dec 30, 2021 | $1.223 | OrdinaryDividend |
| May 14, 2021 | $0.781 | CapitalGainLongTerm |
| Dec 30, 2020 | $0.618 | OrdinaryDividend |
| May 08, 2020 | $0.403 | OrdinaryDividend |
| Dec 30, 2019 | $0.263 | OrdinaryDividend |
| Dec 30, 2019 | $0.037 | CapitalGainShortTerm |
| Dec 30, 2019 | $0.192 | CapitalGainLongTerm |
| May 10, 2019 | $0.014 | CapitalGainShortTerm |
| May 10, 2019 | $0.557 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.075 | CapitalGainShortTerm |
| Dec 28, 2018 | $0.297 | CapitalGainLongTerm |
| Dec 28, 2018 | $0.267 | OrdinaryDividend |
| May 11, 2018 | $0.019 | CapitalGainShortTerm |
| May 11, 2018 | $0.399 | CapitalGainLongTerm |
| Dec 28, 2017 | $0.197 | OrdinaryDividend |
| Dec 28, 2017 | $0.068 | CapitalGainShortTerm |
| Dec 28, 2017 | $0.196 | CapitalGainLongTerm |
FWTKX - 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 |
|---|---|---|---|
| 0.08 | 17.59 | 5.81 | 2.41 |