- What does FFFDX invest in?
- The Fidelity Freedom 2020 Fund strategically invests its capital across a diverse portfolio of underlying Fidelity funds. These holdings encompass U.S. equities, international stocks (including both developed and emerging markets), fixed-income securities, and short-term assets. The fund's investment methodology employs a dynamic asset allocation strategy designed to become increasingly conservative over its lifespan. Eventually, it aims to achieve an asset mix that mirrors the composition of the Fidelity Freedom Income Fund. This final, more cautious allocation, anticipated approximately 10 to 19 years after its 2020 target year, is projected to consist of roughly 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds.
- What is the expense ratio of FFFDX?
- Fidelity Freedom 2020 Fund (FFFDX) charges an expense ratio of 0.55%. This is the annual fee deducted from fund assets to cover management and operations.
- What is FFFDX's dividend yield?
- FFFDX's trailing-twelve-month yield is 7.65%, calculated from the sum of dividends over the past year divided by the current price.
- What is the duration of FFFDX?
- Effective duration measures FFFDX's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. FFFDX's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of FFFDX?
- FFFDX's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of FFFDX?
- Yield to maturity (YTM) is the total return you'd earn from FFFDX if every bond in the portfolio is held to maturity at the current price. FFFDX's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
