Fidelity Freedom 2015
(FFVFX)
12.32
+0.04
+0.33%
+0.04
+0.33%
MORE ON FFVFX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 12.28 |
| Category | Target Date 2011-2015 |
| Net Assets | 6.51 Bil |
| Yield | 1.56% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 6/19/2013 12:59 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2015. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2015). |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 25.62% | 11.75% | -0.34% | 10.68% | 5.14% |
| Value ($) | 12,562.06 | 14,037.61 | 13,989.22 | 15,483.13 | 16,279.09 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Christopher Sharpe |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.00% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.52% |
| 3 Months | 1.61% |
| 1 Year | 11.65% |
| 3 Years* | 8.52% |
| 5 Years* | 4.21% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FFVFX | Target Date 2011-2015 | |
|---|---|---|
| 5-Yr Return | 4.21% | 3.93% |
| Sharpe Ratio | 1.07 | 3.65 |
| Net Assets | 6.51 Bil | 352.09 Mil |
| Avg Market Cap | 25.06 Bil | 30.27 Bil |
| Avg P/E | 14.56 | 15.57 |
| Portfolio Turnover | 23 | 32 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 45.05% |
| Cash | 14.87% |
| Fixed Income | 40.08% |
| Other | 0.07% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Fidelity Series Investment Grade Bond | 22.50% |
| Fidelity Series Inflation-Prtct Bd Idx | 9.78% |
| Fidelity Series Commodity Strategy | 5.16% |
| Fidelity Series International Value | 5.00% |
| Fidelity Series International Growth | 4.89% |
| Fidelity Series All-Sector Equity | 4.85% |
| Fidelity Series High Income | 4.68% |
| Fidelity Growth Company | 4.39% |
| Fidelity Short-Term Bond | 4.36% |
| Fidelity Blue Chip Growth | 3.29% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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