Fidelity Freedom Index 2020 Fund Investor (FPIFX)
16.12
-0.07
(-0.43%)
USD |
Mar 04 2025
Returns Chart
Key Stats
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The Fund seeks high total return until its target retirement date, as a secondary objective, capital appreciation. Investing primarily in a combination of Fidelity US equity funds, international equity funds, bond funds and short-term funds which seeks to provide results correspond to the total return of a specific index. |
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:
--
--
Peer Group Low
--
Peer Group High
1 Year
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
6 Months
% Rank:
--
--
Peer Group Low
--
Peer Group High
5 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
YTD
% Rank:
--
--
Peer Group Low
--
Peer Group High
10 Years
% Rank:
--
--
Peer Group Low
--
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of December 31, 2024.
Type | % Net |
---|---|
Cash | 0.63% |
Stock | 45.53% |
Bond | 58.45% |
Convertible | 0.00% |
Preferred | 0.12% |
Other | -4.73% |
Top 9 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Fidelity Series Bond Index Fund | 32.75% | 9.05 | -0.22% |
Fidelity Series Total Market Index Fund | 26.62% | 18.82 | -1.21% |
Fidelity Series Global ex US Index Fund | 17.90% | 15.09 | 0.27% |
Fidelity Series 5+ Year Inflation-Protected Bd Idx | 7.13% | 7.70 | -0.65% |
Fidelity Series International Developed Mkts Bd Id | 4.96% | 8.65 | -0.57% |
Fidelity Series 0-5 Year Inflation-Protected Bd Id | 4.52% | 9.87 | 0.00% |
Fidelity Series Long-Term Treasury Bond Index Fund | 3.54% | 5.55 | -1.07% |
Fidelity Series Treasury Bill Index Fund | 2.46% | 9.95 | 0.00% |
Other Assets less Liabilities
|
0.12% | -- | -- |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | 0.12% |
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 total return until its target retirement date, as a secondary objective, capital appreciation. Investing primarily in a combination of Fidelity US equity funds, international equity funds, bond funds and short-term funds which seeks to provide results correspond to the total return of a specific index. |
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 | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Bond | |
Yield to Maturity | -- |
Average Coupon | -- |
Calculated Average Quality | -- |
Effective Maturity | -- |
Nominal Maturity | -- |
Growth Metrics
EPS Growth (1Y) | 21.61% |
EPS Growth (3Y) | 21.28% |
EPS Growth (5Y) | 13.75% |
Sales Growth (1Y) | 11.35% |
Sales Growth (3Y) | 14.87% |
Sales Growth (5Y) | 11.53% |
Sales per Share Growth (1Y) | 16.57% |
Sales per Share Growth (3Y) | 15.14% |
Operating Cash Flow - Growth Ratge (3Y) | 14.68% |
As of December 31, 2024
Top Portfolio Holders
Name | % Weight |
---|---|
Portfolio A | 5.00% |
Portfolio B | 3.50% |
Portfolio C | 2.25% |
Excel Add-In Codes
Name: =YCI("M:FPIFX", "name") |
Broad Asset Class: =YCI("M:FPIFX", "broad_asset_class") |
Broad Category: =YCI("M:FPIFX", "broad_category_group") |
Prospectus Objective: =YCI("M:FPIFX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |