Fund Research for Fidelity Advisor Freedom 2020 C (FDCFX)

  • Fund Overview

    Fund Inception Date: Jul 24, 2003
    Category: Target Date 2016-2020
    Overall Risk: Above Average
    Fund Family: Fidelity Investments
    Return Since Inception: 3.01%
    YTD Return: 27.72%
    Yield (TTM): 1.54%
    Net Assets: 85.69 M
    Morningstar Rating:
    3 of 5
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/25/2009
    The investment seeks high total return with a secondary objective of principal preservation. The fund uses a moderate asset allocation strategy designed for investors expecting to retire around the year 2020. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fund uses an asset allocation strategy that becomes increasingly conservative until it reaches 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 2020).

    Stock Holdings


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    Size
    Average Market Cap $22,166.00 M
    Market Capitalization Portfolio
    Giant 44.94%
    Large 26.64%
    Medium 20.73%
    Small 5.99%
    Micro 1.70%

    Bond Holdings


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    Details
    Average Eff Duration 3.7 Yrs
    Average Eff Maturity 6.3 Yrs
    Average Credit Quality A
    View Fund Portfolio
    Style Box Detail calculations do not include the fund's short positions (if any) Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 07/31/2003 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 27.72% 35.05% -2.99% 1.63% — 3.01%
    +/- Category 3.18% 2.20% -0.57% -0.43% — —
    +/- Morningstar Moderate Target Risk — — — — 4.76% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 20.74% 15.70% -3.99% 1.35% — 3.01%
    Quarter (as of 09/30/2009) 22.97% -0.39% -2.60% 2.05% — 3.36%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/25/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/25/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 07/24/2003
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 14.40%
    Service 27.56%
    Manufacturing 22.08%
    Bond Quality
    AAA 48.17%
    AA 3.22%
    A 7.70%
    BBB 12.45%
    BB 7.70%
    B 8.83%
    Below B 6.38%
    Not Rated 5.53%

    Asset Allocation

    Short Long Net Assets
    Cash 0.00% 4.47% 4.47%
    Stocks 0.00% 64.44% 64.44%
    Bonds 0.00% 28.04% 28.04%
    Other 0.00% 0.57% 0.57%
    Foreign Stocks
    (as a % of assets)    		 0.00% 16.97% 16.97%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Stock Holdings Sector P/E Return as of 10/31/2009 Net Assets
    The stock holdings of FDCFX are not amongst the fund's top 10 holdings.
    Bond & Other Holdings Maturity Date Total Holdings Value of Holdings Net Assets
    + Fidelity Series Investment Grade Bond — 25.78 M 294.69 M 16.06%
    - Fidelity Series All-Sector Equity — 15.91 M 185.37 M 10.10%
    - Fidelity Advisor Growth & Income I — 10.34 M 149.97 M 8.17%
    - Fidelity Advisor Large Cap I — 9.28 M 141.86 M 7.73%
    - Fidelity Advisor High Income Advantage I — 16.6 M 138.24 M 7.53%
    - Fidelity Advisor Equity Income I — 6.62 M 135.29 M 7.37%
    - Fidelity Advisor Diversified Intl I — 7.36 M 108.35 M 5.91%
    - Fidelity Advisor Overseas I — 6.58 M 107.8 M 5.88%
    - Fidelity Advisor Total Bond I — 9.45 M 98.61 M 5.37%
    - Fidelity Advisor Equity Growth I — 2.22 M 97.41 M 5.31%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/27/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred 1.00%
    Taken from prospectus dated 05/30/2009
    Expense Ratio (based on net assets) 1.00%
    Taken from annual report dated 03/31/2009

  • Fund Management