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Overall Morningstar Rating™ |
| What is this? |
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| As of 2009-10-31 |
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Out of Target Date 2000-2010 Funds |
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar® Style Box™ |
| What is this? |
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Large |
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Blend |
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Avg Duration |
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2.96 Yrs
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Avg Credit Quality |
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AA |
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| As of
2009-09-30 |
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| Day Change |
| $ -0.01 |
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| NAV (2009-11-10) |
| $ 11.50 |
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| YTD Return % (2009-11-10) |
| 15.10% |
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| Total Assets ($ mil) |
| 1,682 |
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| Growth of $10,000 |
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Fund: |
Fidelity Freedom 2000 |
| (from
1999-01-01
to 2009-10-31) |
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Category: |
Target Date 2000-2010 |
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Index: |
Morningstar Moderate Target Risk |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2009-11-10 |
| Inception date: 1996-10-17 |
10yr and Inception Returns as of 2009-10-31 |
|
YTD Returns as of 2009-11-10 |
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|
YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
| Fund |
15.40 |
22.75 |
1.70 |
3.29 |
3.44 |
5.56 |
| +/- Category |
-2.39 |
6.38 |
2.63 |
0.73 |
0.41 |
--- |
| +/- Morningstar Moderate Target Risk |
-5.17 |
-8.34 |
0.54 |
-1.53 |
--- |
--- |
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| Standardized Annual Returns % more on standardized returns |
| Quarter-End (as of
2009-09-30) |
13.79 |
4.51 |
2.00 |
3.35 |
3.70 |
5.62 |
| Month-End (as of 2009-10-31) |
13.39 |
12.15 |
1.40 |
3.12 |
3.44 |
5.56 |
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| After Tax Returns % (as of
2009-09-30
)
|
| On Distribution |
--- |
10.55 |
-0.17 |
1.78 |
1.93 |
--- |
| On Distribution & Sale of Shares |
--- |
7.77 |
0.39 |
1.95 |
2.10 |
--- |
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| Morningstar Rating |
--- |
--- |
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--- |
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| # of compared funds covered (3 yrs : out of 134 funds), (5 yrs : out of 52 funds), (10 yrs : out of 9 funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is
none,
the maximum deferred sales fee is
none,
and the maximum redemption sales fee is
none. |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. |
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| Sector Breakdown % |
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Information |
23.55 |
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Software |
3.84 |
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Hardware |
11.30 |
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Media |
2.51 |
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Telecommunications |
5.91 |
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Service |
41.00 |
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Healthcare |
11.80 |
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Consumer Services |
7.54 |
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Business Services |
2.97 |
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Financial Services |
18.68 |
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Manufacturing |
35.45 |
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Consumer Goods |
11.25 |
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Industrial Materials |
9.73 |
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Energy |
11.49 |
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Utilities |
2.98 |
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| Bond Quality |
% of Bonds |
| AAA |
56.5 |
| AA |
4.3 |
| A |
9.3 |
| BBB |
13.1 |
| BB |
4.6 |
| B |
4.9 |
| Below B |
3.6 |
| Not Rated |
3.7 |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
24.9 |
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Stocks |
24.6 |
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Bonds |
46.9 |
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Other |
3.6 |
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Foreign Stocks |
1.9 |
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(as a % of Assets) |
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| Data through 2009-09-30 |
Data through 2009-09-30 |
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| Holding Status |
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| Total Number of Stock Holdings |
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Turnover % |
33 |
| Total Number of Bond Holdings |
0 |
|
30 Day SEC Yield % |
--- |
| % of Assets in Top 10 Holdings |
73.12 |
|
ending as of
2009-09-30 |
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View Data Definitions |
| Top 10 Holdings |
Sector |
P/E |
YTD Return % |
% of Net Assets |
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Fidelity Series Investment Grade Bond |
--- |
--- |
11.69 |
20.54 |
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Fidelity Short-Term Bond |
--- |
--- |
7.48 |
18.83 |
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Fidelity Instl MM Fds Money Market Instl |
--- |
--- |
--- |
18.25 |
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Fidelity Strategic Real Return |
--- |
--- |
25.34 |
6.67 |
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Fidelity Total Bond |
--- |
--- |
19.65 |
5.48 |
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Fidelity Disciplined Equity |
|
--- |
19.82 |
4.31 |
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Fidelity Series Large Cap Value |
|
--- |
15.39 |
3.81 |
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Fidelity Equity-Income |
|
--- |
27.19 |
3.71 |
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Fidelity Growth Company |
|
--- |
33.80 |
3.63 |
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Fidelity Series All-Sector Equity |
|
--- |
29.75 |
3.29 |
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Data through 2009-09-30 |
| YTD Return through 2009-11-20 |
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| Fund Inception: 1996-10-17 |
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Portfolio Manager (Start Date) |
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Jonathan Shelon (2005-03-14) |
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Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, he was a quantitative consultant at Callan Associates, Inc. |
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Chris Sharpe (2007-09-04) |
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Christopher Sharpe is an asset allocation director and portfolio manager in the Structured Investment Group within Strategic Advisers, a business unit of Fidelity Investments. Prior to joining Fidelity in 2002, Mr. Sharpe was an associate investment policy officer in the Asset and Liability Management Team for John Hancock Financial Services, Inc. in Boston. From 1990 to 2000, Mr. Sharpe was an investment actuary and asset liability management consultant with William M. Mercer, Inc. in Boston. Mr. Sharpe received a Bachelor of Science degree in applied mathematics from Brown University in 1990. |
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Sales Charge % (taken from prospectus dated 2009-05-30) |
| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.00 |
based on net assets
(taken from annual report dated 2009-03-31)
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| Expense Ratio % |
0.49 |
|
(taken from prospectus dated 2009-05-30)
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| Correspondence Information |
82 Devonshire St.
Boston,
MA
02109
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