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

Mutual Fund Insights: Fidelity Freedom 2005 Fund (FFFVX)

In-depth Analysis of Fidelity Freedom 2005 Fund (FFFVX)

Mutual fund chart: Fidelity Freedom 2005 Fund (FFFVX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Freedom 2005 Fund (FFFVX) performance details as of January 31, 2010

  

    Last Trade: $10.23 on 3/15/2010, Change: -0.02 (-0.2%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 5.0 years   [Similar Funds: FFFBX  FFFCX ]
Fundmojo Fund Grade: A (Score: 0.74)     (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 Freedom 2005 Fund (FFFVX) What we like about Fidelity Freedom 2005 Fund (FFFVX)

Data for Fidelity Freedom 2005 Fund (FFFVX) as of January 31, 2010

  • Fidelity Freedom 2005 Fund (FFFVX) management has been with Fidelity Freedom 2005 Fund for 5.0 years
  • Fidelity Freedom 2005 Fund (FFFVX) has good short-term performance (1-year return 26.38% vs 25.58% Target Date 2000-2010 category average)
  • Fidelity Freedom 2005 Fund (FFFVX) has good mid-term performance (3-year return -0.87% vs -1.69% Target Date 2000-2010 category average)
  • Fidelity Freedom 2005 Fund (FFFVX) has good Long-term performance (5-year return 2.80% vs 2.20% Target Date 2000-2010 category average)
  • Fidelity Freedom 2005 Fund (FFFVX) ratio of up-years vs down years is greater than 2
  • Fidelity Freedom 2005 Fund (FFFVX) has an annual stock turnover rate of 43.00% vs Target Date 2000-2010 average of 52.58%. It is good that Fidelity Freedom 2005 management does not trade extensively for its return.
  • Fidelity Freedom 2005 Fund (FFFVX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.68, lower than category average of 13.15
  • Fidelity Freedom 2005 Fund (FFFVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Freedom 2005 Fund (FFFVX) What we are cautious about Fidelity Freedom 2005 Fund (FFFVX)

Data for Fidelity Freedom 2005 Fund (FFFVX) as of January 31, 2010

  • Fidelity Freedom 2005 Fund is a focused fund with 75.18% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Freedom 2005 Fund (FFFVX) has a Morningstar rating of 3 and below
  • Fidelity Freedom 2005 Fund (FFFVX) has a higher management fee of 0.63% than its Target Date 2000-2010 average of 0.60%
See Fidelity Freedom 2005 Fund (FFFVX) performance details as of January 31, 2010

  

  

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Fidelity Freedom 2005 Fund (FFFVX) Net Asset

Track net asset change of Fidelity Freedom 2005 fund (FFFVX)

DateNet Asset
01/2010$983.90M
11/2009$1.01B
10/2009$998.10M
More historic net asset information on Fidelity Freedom 2005 Fund (FFFVX)

  

Fidelity Freedom 2005 Fund (FFFVX) Portfolio Allocation

Track portfolio allocation change of Fidelity Freedom 2005 fund (FFFVX)

DateCashStockBondOther
10/200913.88%46.96%36.95%2.21%
09/200912.26%48.31%35.94%3.5%
08/200914.16%48%36.56%1.29%
Click here to see more historic asset allocation information on Fidelity Freedom 2005 Fund (FFFVX)

  

Most Recent Top 10 Holdings in Fidelity Freedom 2005 Fund (FFFVX)

Discover what Fidelity Freedom 2005 Fund (FFFVX) manager is buying

31-Oct-09
Fidelity Series Investment Grade Bond [20.59%]
Fidelity Short-Term Bond [7.53%]
Fidelity Instl MM Fds Money Market Instl [7.25%]
Fidelity Disciplined Equity [6.8%]
Fidelity Strategic Real Return [6.56%]
Fidelity Series Large Cap Value [6.14%]
Fidelity Equity-Income [5.85%]
Fidelity Growth Company [5.67%]
Fidelity Series All-Sector Equity [5.38%]
Fidelity Total Bond [4.77%]

30-Sep-09
Fidelity Series Investment Grade Bond [19.66%]
Fidelity Short-Term Bond [7.38%]
Fidelity Instl MM Fds Money Market Instl [7.16%]
Fidelity Disciplined Equity [7.06%]
Fidelity Series Large Cap Value [6.47%]
Fidelity Strategic Real Return [6.44%]
Fidelity Equity-Income [6.07%]
Fidelity Growth Company [5.96%]
Fidelity Series All-Sector Equity [5.62%]
Fidelity Total Bond [5.18%]

31-Aug-09
Fidelity Series Investment Grade Bond [19.92%]
Fidelity Short-Term Bond [7.55%]
Fidelity Instl MM Fds Money Market Instl [7.38%]
Fidelity Disciplined Equity [7.08%]
Fidelity Series Large Cap Value [6.46%]
Fidelity Strategic Real Return [6.45%]
Fidelity Equity-Income [6.11%]
Fidelity Growth Company [5.86%]
Fidelity Series All-Sector Equity [5.61%]
Fidelity Total Bond [5.28%]
Click here for Stock Holding Change Map in Fidelity Freedom 2005 Fund (FFFVX)

  

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