Fidelity Advisor Freedom Blend 2020 Fund I (FJAJX)
11.03
-0.02
(-0.18%)
USD |
Jun 20 2025
Key Stats
Customize
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
0.43% | 1.129B | -- | 24.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
236.27M | 7.20% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The Fund seeks high current income and, as a secondary objective, capital appreciation. Allocating assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2020. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2020 |
Peer Group | Mixed-Asset Target 2020 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Income Funds |
Fund Owner Firm Name | Fidelity Investments |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
33
-381.16M
Peer Group Low
7.396M
Peer Group High
1 Year
% Rank:
5
236.27M
-5.247B
Peer Group Low
236.27M
Peer Group High
3 Months
% Rank:
5
-1.131B
Peer Group Low
212.85M
Peer Group High
3 Years
% Rank:
7
-17.22B
Peer Group Low
235.12M
Peer Group High
6 Months
% Rank:
5
-2.545B
Peer Group Low
203.82M
Peer Group High
5 Years
% Rank:
7
-34.59B
Peer Group Low
268.25M
Peer Group High
YTD
% Rank:
5
-2.175B
Peer Group Low
207.81M
Peer Group High
10 Years
% Rank:
23
-42.91B
Peer Group Low
1.662B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of June 22, 2025.
Asset Allocation
As of April 30, 2025.
Type | % Net |
---|---|
Cash | 2.55% |
Stock | 45.20% |
Bond | 52.46% |
Convertible | 0.00% |
Preferred | 0.27% |
Other | -0.48% |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Fidelity Series Government Bond Index Fund | 8.97% | 9.11 | 0.00% |
Fidelity Series Investment Grade Bond Fund | 8.49% | 10.01 | 0.10% |
Fidelity Series 5+ Year Inflation-Protected Bd Idx | 7.06% | 7.63 | 0.26% |
Fidelity Series Large Cap Value Index Fund | 6.94% | 16.83 | 0.24% |
Fidelity Series Blue Chip Growth Fund | 5.87% | 19.61 | -0.61% |
Fidelity Series Corporate Bond Fund | 5.49% | 9.29 | 0.00% |
Fidelity Series Emerging Markets Opportunities Fnd | 5.48% | 20.62 | -0.48% |
Fidelity Series Investment Grade Securitized Fund | 5.34% | 8.89 | 0.00% |
Fidelity Series International Developed Mkts Bd Id | 5.00% | 8.72 | 0.00% |
Fidelity Series 0-5 Year Inflation-Protected Bd Id | 4.88% | 9.98 | 0.20% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | 0.43% |
Administration Fee | -- |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
General Availability | |
Available for Insurance Product | -- |
Available for RRSP | -- |
Purchase Details | |
Open to New Investors |
|
Minimum Initial Investment | 0.00 None |
Minimum Subsequent Investment | 0.00 None |
Basic Info
Investment Strategy | |
The Fund seeks high current income and, as a secondary objective, capital appreciation. Allocating assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2020. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2020 |
Peer Group | Mixed-Asset Target 2020 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Income Funds |
Fund Owner Firm Name | Fidelity Investments |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Fundamentals
General | |
Distribution Yield | -- |
Dividend Yield TTM (6-20-25) | 2.33% |
30-Day SEC Yield (10-3-23) | 0.00% |
7-Day SEC Yield (10-3-23) | 0.00% |
Stock | |
Weighted Average PE Ratio | 27.04 |
Weighted Average Price to Sales Ratio | 5.607 |
Weighted Average Price to Book Ratio | 6.877 |
Weighted Median ROE | 30.47% |
Weighted Median ROA | 10.51% |
ROI (TTM) | 16.39% |
Return on Investment (TTM) | 16.39% |
Earning Yield | 0.0510 |
LT Debt / Shareholders Equity | 0.8745 |
Bond | |
Yield to Maturity (4-30-25) | 3.79% |
Average Coupon | 2.84% |
Calculated Average Quality | 1.707 |
Effective Maturity | 12.07 |
Nominal Maturity | 12.12 |
As of April 30, 2025
Growth Metrics
EPS Growth (1Y) | 21.69% |
EPS Growth (3Y) | 15.40% |
EPS Growth (5Y) | 17.52% |
Sales Growth (1Y) | 12.36% |
Sales Growth (3Y) | 12.37% |
Sales Growth (5Y) | 12.07% |
Sales per Share Growth (1Y) | 14.31% |
Sales per Share Growth (3Y) | 12.58% |
Operating Cash Flow - Growth Ratge (3Y) | 14.79% |
As of April 30, 2025
Fund Details
Key Dates | |
Inception Date | 8/31/2018 |
Last Annual Report Date | 3/31/2024 |
Last Prospectus Date | 5/30/2024 |
Share Classes | |
FFBLX | Premier |
FHAVX | Direct Sold |
FHCEX | K |
FHNDX | Other |
FJAIX | Z |
FJALX | C |
FJANX | M |
FJAOX | A |
Attributes | |
Index Fund | -- |
Inverse Fund | -- |
Leveraged Fund | -- |
Fund of Funds |
|
Currency Hedged Fund | -- |
Synthetic Replication Fund | No |
Top Portfolio Holders
Name | % Weight |
---|---|
Portfolio A | 5.00% |
Portfolio B | 3.50% |
Portfolio C | 2.25% |
Excel Add-In Codes
Name: =YCI("M:FJAJX", "name") |
Broad Asset Class: =YCI("M:FJAJX", "broad_asset_class") |
Broad Category: =YCI("M:FJAJX", "broad_category_group") |
Prospectus Objective: =YCI("M:FJAJX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |