Mutual Fund Insights: Fidelity Advisor Freedom 2005 C Fund (FCFVX)

In-depth Analysis of Fidelity Advisor Freedom 2005 C Fund (FCFVX)

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See Fidelity Advisor Freedom 2005 C Fund (FCFVX) performance details as of February 28, 2010

  

Last Trade: $10.48 on 3/19/2010, Change: -0.04 (-0.38%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 6.4 years
Fundmojo Fund Grade: D (Score: 0.46)     (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 2005 C Fund (FCFVX)

Data for Fidelity Advisor Freedom 2005 C Fund (FCFVX) as of February 28, 2010

• Fidelity Advisor Freedom 2005 C Fund (FCFVX) management has been with Fidelity Advisor Freedom 2005 C Fund for 6.4 years
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) has good short-term performance (1-year return 35.40% vs 35.07 % Target Date 2000-2010 category average)
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) has good mid-term performance (3-year return -1.45% vs -1.30 % Target Date 2000-2010 category average)
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) ratio of up-years vs down years is greater than 2
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.94, lower than category average of 13.3

  

 What we are cautious about Fidelity Advisor Freedom 2005 C Fund (FCFVX)

Data for Fidelity Advisor Freedom 2005 C Fund (FCFVX) as of February 28, 2010

• Fidelity Advisor Freedom 2005 C Fund is a focused fund with 74.76% 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 2005 C Fund (FCFVX) has a less-than-ideal Long-term performance (5-year return 1.84% vs 2.28 % Target Date 2000-2010 category average)
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) has a Morningstar rating of 3 and below
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) is less safe compared to its Target Date 2000-2010 peers
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) has an annual stock turnover rate of 54.00% that is higher than the Target Date 2000-2010 average of 48.12%. This could mean Fidelity Advisor Freedom 2005 C is more nimble, but also signal potential high tax impact and high trading fees
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) does not have a good risk adjusted return as its 3-year Alpha of -2.4 is worse than category average of -2.19, and its 3-year Sharpe ratio is -0.19
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) has a higher management fee of 1.00% than its Target Date 2000-2010 average of 0.59%
• Fidelity Advisor Freedom 2005 C Fund (FCFVX) carries a 1% load

See Fidelity Advisor Freedom 2005 C Fund (FCFVX) performance details as of February 28, 2010

  

  

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Fidelity Advisor Freedom 2005 C Fund (FCFVX) Net Asset

Track net asset change of Fidelity Advisor Freedom 2005 C fund (FCFVX)

Date	Net Asset
02/2010	$201.47M
01/2010	$9.09M
11/2009	$8.55M

More historic net asset information on Fidelity Advisor Freedom 2005 C Fund (FCFVX)

  

Fidelity Advisor Freedom 2005 C Fund (FCFVX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Freedom 2005 C fund (FCFVX)

Date	Cash	Stock	Bond	Other
01/2010	14.77%	41.93%	40.4%	2.33%
10/2009	14.43%	43.68%	39.67%	2.22%
09/2009	12.42%	45.99%	37.97%	3.62%

Click here to see more historic asset allocation information on Fidelity Advisor Freedom 2005 C Fund (FCFVX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Freedom 2005 C Fund (FCFVX)

Discover what Fidelity Advisor Freedom 2005 C Fund (FCFVX) manager is buying

31-Jan-10 Fidelity Series Investment Grade Bond [21.72%] Fidelity Advisor Short Fxd-Inc I [9.27%] Fidelity Instl MM Fds Money Market Instl [9.23%] Fidelity Series All-Sector Equity [6.78%] Fidelity Advisor Strategic Real Return I [5.4%] Fidelity Advisor Growth & Income I [5.33%] Fidelity Advisor High Income Advantage I [5.12%] Fidelity Advisor Large Cap I [4.93%] Fidelity Series Large Cap Value [3.52%] Fidelity Advisor Equity Income I [3.46%]

31-Oct-09 Fidelity Series Investment Grade Bond [23.43%] Fidelity Advisor Short Fxd-Inc I [7.95%] Fidelity Instl MM Fds Money Market Instl [7.78%] Fidelity Series All-Sector Equity [7.32%] Fidelity Advisor Strategic Real Return I [6.21%] Fidelity Advisor Growth & Income I [5.79%] Fidelity Advisor Total Bond I [5.23%] Fidelity Advisor High Income Advantage I [5.17%] Fidelity Advisor Large Cap I [4.84%] Fidelity Advisor Equity Income I [4.5%]

30-Sep-09 Fidelity Series Investment Grade Bond [20.38%] Fidelity Advisor Short Fxd-Inc I [7.75%] Fidelity Series All-Sector Equity [7.68%] Fidelity Instl MM Fds Money Market Instl [7.61%] Fidelity Advisor Total Bond I [6.74%] Fidelity Advisor Strategic Real Return I [6.19%] Fidelity Advisor Growth & Income I [6.09%] Fidelity Advisor Large Cap I [5.36%] Fidelity Advisor High Income Advantage I [5.31%] Fidelity Advisor Equity Income I [4.98%]

Click here for Stock Holding Change Map in Fidelity Advisor Freedom 2005 C Fund (FCFVX)

  

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See more information on Fidelity Advisor Freedom 2005 C Fund (FCFVX)

• Fidelity Advisor Freedom 2005 C Fund Insights
• Fidelity Advisor Freedom 2005 C Fund Performance Data
• Fidelity Advisor Freedom 2005 C Fund News
• Fidelity Advisor Freedom 2005 C Fund Score Explaination
• Fidelity Advisor Freedom 2005 C Fund Manager Information
• Historic Fidelity Advisor Freedom 2005 C Fund Asset Allocation Report
• Historic Fidelity Advisor Freedom 2005 C Fund Top 10 Holding Tracking
• Historic Fidelity Advisor Freedom 2005 C Fund Asset Under Management Tracking