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Fund Intelligence | Best Managers | FFFKX Insights | FFFKX Score | FFFKX Performance | FFFKX Manager | FFFKX News | FFFKX Allocation | FFFKX Holdings Change

Mutual Fund Insights: Fidelity Advisor Freedom 2045 B Fund (FFFKX)

In-depth Analysis of Fidelity Advisor Freedom 2045 B Fund (FFFKX)

Mutual fund chart: Fidelity Advisor Freedom 2045 B Fund (FFFKX)

3 months
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See Fidelity Advisor Freedom 2045 B Fund (FFFKX) performance details as of January 31, 2010

  

    Last Trade: $8.67 on 3/19/2010, Change: -0.06 (-0.69%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 3.8 years   [Similar Funds: FFFGX  FFFIX  FFFJX  FFFTX  FFFZX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, he was a quantitative consultant at Callan Associates, Inc.  Get more insights on Jonathan Shelon

  

What we like about Fidelity Advisor Freedom 2045 B Fund (FFFKX) What we like about Fidelity Advisor Freedom 2045 B Fund (FFFKX)

Data for Fidelity Advisor Freedom 2045 B Fund (FFFKX) as of January 31, 2010

  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) management has been with Fidelity Advisor Freedom 2045 B Fund for 3.8 years
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) has good short-term performance (1-year return 38.56% vs 36.78% Target Date 2041-2045 category average)
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) has an annual stock turnover rate of 18.00% vs Target Date 2041-2045 average of 32.63%. It is good that Fidelity Advisor Freedom 2045 B management does not trade extensively for its return.

  

What we are cautious about Fidelity Advisor Freedom 2045 B Fund (FFFKX) What we are cautious about Fidelity Advisor Freedom 2045 B Fund (FFFKX)

Data for Fidelity Advisor Freedom 2045 B Fund (FFFKX) as of January 31, 2010

  • Fidelity Advisor Freedom 2045 B Fund is a focused fund with 84.18% 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 2045 B Fund (FFFKX) has a less-than-ideal mid-term performance (3-year return -7.32% vs -6.89% Target Date 2041-2045 category average)
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) has a Morningstar rating of 3 and below
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) is less safe compared to its Target Date 2041-2045 peers
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) does not have a good risk adjusted return as its 3-year Alpha of -6.21 is worse than category average of -5.82, and its 3-year Sharpe ratio is -0.34
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.29 that is higher than category average of 21.04
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) has a higher management fee of 1.80% than its Target Date 2041-2045 average of 0.57%
  • Fidelity Advisor Freedom 2045 B Fund (FFFKX) carries a 5% load
See Fidelity Advisor Freedom 2045 B Fund (FFFKX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2041-2045 category?

Below are some additional Target Date 2041-2045 mutual funds generated out of our database

  

Fidelity Advisor Freedom 2045 B Fund (FFFKX) Net Asset

Track net asset change of Fidelity Advisor Freedom 2045 B fund (FFFKX)

DateNet Asset
01/2010$3.59M
11/2009$3.51M
10/2009$3.31M
More historic net asset information on Fidelity Advisor Freedom 2045 B Fund (FFFKX)

  

Fidelity Advisor Freedom 2045 B Fund (FFFKX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Freedom 2045 B fund (FFFKX)

DateCashStockBondOther
10/20092.55%83.71%12.62%1.11%
09/20092.02%84.6%12.23%1.15%
08/20092.4%84.6%12.09%0.9%
Click here to see more historic asset allocation information on Fidelity Advisor Freedom 2045 B Fund (FFFKX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Freedom 2045 B Fund (FFFKX)

Discover what Fidelity Advisor Freedom 2045 B Fund (FFFKX) manager is buying

31-Oct-09
Fidelity Series All-Sector Equity [13.4%]
Fidelity Advisor Growth & Income I [10.72%]
Fidelity Advisor High Income Advantage I [10.59%]
Fidelity Advisor Large Cap I [9.1%]
Fidelity Advisor Equity Income I [8.62%]
Fidelity Advisor Diversified Intl I [7.39%]
Fidelity Advisor Overseas I [7.21%]
Fidelity Advisor Equity Growth I [6.72%]
Fidelity Series Large Cap Value [6.1%]
Fidelity Series 100 Index [6.03%]

30-Sep-09
Fidelity Series All-Sector Equity [13.59%]
Fidelity Advisor Growth & Income I [10.66%]
Fidelity Advisor High Income Advantage I [10.43%]
Fidelity Advisor Large Cap I [9.58%]
Fidelity Advisor Equity Income I [9.02%]
Fidelity Advisor Diversified Intl I [7.42%]
Fidelity Advisor Overseas I [7.27%]
Fidelity Advisor Equity Growth I [6.95%]
Fidelity Series Large Cap Value [6.03%]
Fidelity Series 100 Index [5.46%]

31-Aug-09
Fidelity Series All-Sector Equity [13.63%]
Fidelity Advisor Growth & Income I [10.67%]
Fidelity Advisor High Income Advantage I [10.12%]
Fidelity Advisor Large Cap I [10.02%]
Fidelity Advisor Equity Income I [9.55%]
Fidelity Advisor Diversified Intl I [7.54%]
Fidelity Advisor Overseas I [7.36%]
Fidelity Advisor Equity Growth I [7.07%]
Fidelity Series Large Cap Value [5.83%]
Fidelity Series 100 Index [4.99%]
Click here for Stock Holding Change Map in Fidelity Advisor Freedom 2045 B Fund (FFFKX)

  

Related books and products to Fidelity Advisor Freedom 2045 B Fund (FFFKX)

  

Latest News on Fidelity Advisor Freedom 2045 B (FFFKX)

See what is happening with Fidelity Advisor Freedom 2045 B Fund (FFFKX)

 

Books and Resources

 

 

See more information on Fidelity Advisor Freedom 2045 B Fund (FFFKX)