Mutual Fund Insights: Fidelity Advisor Freedom 2025 B Fund (FBTWX)

In-depth Analysis of Fidelity Advisor Freedom 2025 B Fund (FBTWX)

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See Fidelity Advisor Freedom 2025 B Fund (FBTWX) performance details as of February 28, 2010

  

Last Trade: $10.60 on 3/19/2010, Change: -0.06 (-0.56%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 6.4 years
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

Jonathan Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, Jonathan Shelon was a quantitative consultant at Callan Associates, Inc.  Get more insights on Jonathan Shelon

  

 What we like about Fidelity Advisor Freedom 2025 B Fund (FBTWX)

Data for Fidelity Advisor Freedom 2025 B Fund (FBTWX) as of February 28, 2010

• Fidelity Advisor Freedom 2025 B Fund (FBTWX) management has been with Fidelity Advisor Freedom 2025 B Fund for 6.4 years
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has good short-term performance (1-year return 48.50% vs 47.78 % Target Date 2021-2025 category average)
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) ratio of up-years vs down years is greater than 2
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has an annual stock turnover rate of 29.00% vs Target Date 2021-2025 average of 29.23%. It is good that Fidelity Advisor Freedom 2025 B management does not trade extensively for its return.
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.12, lower than category average of 18.83

  

 What we are cautious about Fidelity Advisor Freedom 2025 B Fund (FBTWX)

Data for Fidelity Advisor Freedom 2025 B Fund (FBTWX) as of February 28, 2010

• Fidelity Advisor Freedom 2025 B Fund is a focused fund with 78.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has a less-than-ideal mid-term performance (3-year return -4.10% vs -4.29 % Target Date 2021-2025 category average)
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has a less-than-ideal Long-term performance (5-year return 1.05% vs 1.77 % Target Date 2021-2025 category average)
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has a Morningstar rating of 3 and below
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) is less safe compared to its Target Date 2021-2025 peers
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) has a higher management fee of 1.00% than its Target Date 2021-2025 average of 0.58%
• Fidelity Advisor Freedom 2025 B Fund (FBTWX) carries a 5% load

See Fidelity Advisor Freedom 2025 B Fund (FBTWX) performance details as of February 28, 2010

  

  

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Fidelity Advisor Freedom 2025 B Fund (FBTWX) Net Asset

Track net asset change of Fidelity Advisor Freedom 2025 B fund (FBTWX)

Date	Net Asset
02/2010	$1.37B
01/2010	$36.59M
11/2009	$37.37M

More historic net asset information on Fidelity Advisor Freedom 2025 B Fund (FBTWX)

  

Fidelity Advisor Freedom 2025 B Fund (FBTWX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Freedom 2025 B fund (FBTWX)

Date	Cash	Stock	Bond	Other
01/2010	3.92%	66.17%	25.74%	3.42%
10/2009	4.31%	69.14%	24.92%	1.63%
09/2009	3.17%	70.75%	23.53%	2.54%

Click here to see more historic asset allocation information on Fidelity Advisor Freedom 2025 B Fund (FBTWX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Freedom 2025 B Fund (FBTWX)

Discover what Fidelity Advisor Freedom 2025 B Fund (FBTWX) manager is buying

31-Jan-10 Fidelity Series Investment Grade Bond [15.85%] Fidelity Series All-Sector Equity [10.4%] Fidelity Advisor Growth & Income I [8.22%] Fidelity Advisor High Income Advantage I [7.8%] Fidelity Advisor Large Cap I [7.66%] Fidelity Advisor Diversified Intl I [6.01%] Fidelity Advisor Overseas I [5.99%] Fidelity Advisor Equity Income I [5.51%] Fidelity Series Large Cap Value [5.37%] Fidelity Advisor Equity Growth I [5.3%]

31-Oct-09 Fidelity Series Investment Grade Bond [14.9%] Fidelity Series All-Sector Equity [10.76%] Fidelity Advisor Growth & Income I [8.84%] Fidelity Advisor Large Cap I [8.1%] Fidelity Advisor High Income Advantage I [8.08%] Fidelity Advisor Equity Income I [7.9%] Fidelity Advisor Diversified Intl I [6.33%] Fidelity Advisor Overseas I [6.26%] Fidelity Advisor Equity Growth I [5.6%] Fidelity Series 100 Index [4.51%]

30-Sep-09 Fidelity Series Investment Grade Bond [12.85%] Fidelity Series All-Sector Equity [11.04%] Fidelity Advisor Growth & Income I [9.04%] Fidelity Advisor Large Cap I [8.49%] Fidelity Advisor Equity Income I [8.21%] Fidelity Advisor High Income Advantage I [8.09%] Fidelity Advisor Diversified Intl I [6.45%] Fidelity Advisor Overseas I [6.43%] Fidelity Advisor Equity Growth I [5.87%] Fidelity Advisor Total Bond I [4.38%]

Click here for Stock Holding Change Map in Fidelity Advisor Freedom 2025 B Fund (FBTWX)

  

Related books and products to Fidelity Advisor Freedom 2025 B Fund (FBTWX)

  

Latest News on Fidelity Advisor Freedom 2025 B (FBTWX)

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Books and Resources

 

 

See more information on Fidelity Advisor Freedom 2025 B Fund (FBTWX)

• Fidelity Advisor Freedom 2025 B Fund Insights
• Fidelity Advisor Freedom 2025 B Fund Performance Data
• Fidelity Advisor Freedom 2025 B Fund News
• Fidelity Advisor Freedom 2025 B Fund Score Explaination
• Fidelity Advisor Freedom 2025 B Fund Manager Information
• Historic Fidelity Advisor Freedom 2025 B Fund Asset Allocation Report
• Historic Fidelity Advisor Freedom 2025 B Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Freedom 2025 B Fund Asset Under Management Tracking