Mutual Fund Insights: Fidelity Freedom 2035 Fund (FFTHX)

In-depth Analysis of Fidelity Freedom 2035 Fund (FFTHX)

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See Fidelity Freedom 2035 Fund (FFTHX) performance details as of January 31, 2010

  

Last Trade: $10.56 on 3/19/2010, Change: -0.07 (-0.66%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: B (Score: 0.67)     (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 2035 Fund (FFTHX)

Data for Fidelity Freedom 2035 Fund (FFTHX) as of January 31, 2010

• Fidelity Freedom 2035 Fund (FFTHX) management has been with Fidelity Freedom 2035 Fund for 5.0 years
• Fidelity Freedom 2035 Fund (FFTHX) has good mid-term performance (3-year return -5.35% vs -6.37% Target Date 2031-2035 category average)
• Fidelity Freedom 2035 Fund (FFTHX) has good Long-term performance (5-year return 1.58% vs 1.18% Target Date 2031-2035 category average)
• Fidelity Freedom 2035 Fund (FFTHX) ratio of up-years vs down years is greater than 2
• Fidelity Freedom 2035 Fund (FFTHX) has an annual stock turnover rate of 20.00% vs Target Date 2031-2035 average of 34.04%. It is good that Fidelity Freedom 2035 management does not trade extensively for its return.
• Fidelity Freedom 2035 Fund (FFTHX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.79, lower than category average of 20.33
• Fidelity Freedom 2035 Fund (FFTHX) 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 2035 Fund (FFTHX)

Data for Fidelity Freedom 2035 Fund (FFTHX) as of January 31, 2010

• Fidelity Freedom 2035 Fund is a focused fund with 78.97% 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 2035 Fund (FFTHX) has a less-than-ideal short-term performance (1-year return 35.61% vs 35.67% Target Date 2031-2035 category average)
• Fidelity Freedom 2035 Fund (FFTHX) has a Morningstar rating of 3 and below
• Fidelity Freedom 2035 Fund (FFTHX) has a higher management fee of 0.78% than its Target Date 2031-2035 average of 0.56%

See Fidelity Freedom 2035 Fund (FFTHX) performance details as of January 31, 2010

  

  

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Fidelity Freedom 2035 Fund (FFTHX) Net Asset

Track net asset change of Fidelity Freedom 2035 fund (FFTHX)

Date	Net Asset
01/2010	$5.51B
11/2009	$5.67B
10/2009	$5.43B

More historic net asset information on Fidelity Freedom 2035 Fund (FFTHX)

  

Fidelity Freedom 2035 Fund (FFTHX) Portfolio Allocation

Track portfolio allocation change of Fidelity Freedom 2035 fund (FFTHX)

Date	Cash	Stock	Bond	Other
10/2009	2.76%	81.63%	14.73%	0.88%
09/2009	2.52%	82.19%	14.05%	1.24%
08/2009	3.29%	81.75%	14.21%	0.74%

Click here to see more historic asset allocation information on Fidelity Freedom 2035 Fund (FFTHX)

  

Most Recent Top 10 Holdings in Fidelity Freedom 2035 Fund (FFTHX)

Discover what Fidelity Freedom 2035 Fund (FFTHX) manager is buying

31-Oct-09 Fidelity Disciplined Equity [11.68%] Fidelity Series Large Cap Value [10.62%] Fidelity Equity-Income [10.04%] Fidelity Growth Company [9.69%] Fidelity Series All-Sector Equity [9.28%] Fidelity Series 100 Index [7.85%] Fidelity Series Investment Grade Bond [6.08%] Fidelity Diversified International [5.72%] Fidelity Overseas [5.63%] Fidelity Capital & Income [4%]

30-Sep-09 Fidelity Disciplined Equity [11.77%] Fidelity Series Large Cap Value [10.84%] Fidelity Equity-Income [10.11%] Fidelity Growth Company [9.88%] Fidelity Series All-Sector Equity [9.4%] Fidelity Series 100 Index [7.77%] Fidelity Series Investment Grade Bond [5.78%] Fidelity Overseas [5.7%] Fidelity Diversified International [5.69%] Fidelity Capital & Income [3.89%]

31-Aug-09 Fidelity Disciplined Equity [11.79%] Fidelity Series Large Cap Value [10.83%] Fidelity Equity-Income [10.17%] Fidelity Growth Company [9.71%] Fidelity Series All-Sector Equity [9.38%] Fidelity Series 100 Index [7.86%] Fidelity Series Investment Grade Bond [5.91%] Fidelity Overseas [5.78%] Fidelity Diversified International [5.68%] Fidelity Capital & Income [3.77%]

Click here for Stock Holding Change Map in Fidelity Freedom 2035 Fund (FFTHX)

  

Related books and products to Fidelity Freedom 2035 Fund (FFTHX)

  

Latest News on Fidelity Freedom 2035 (FFTHX)

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See more information on Fidelity Freedom 2035 Fund (FFTHX)

• Fidelity Freedom 2035 Fund Insights
• Fidelity Freedom 2035 Fund Performance Data
• Fidelity Freedom 2035 Fund News
• Fidelity Freedom 2035 Fund Score Explaination
• Fidelity Freedom 2035 Fund Manager Information
• Historic Fidelity Freedom 2035 Fund Asset Allocation Report
• Historic Fidelity Freedom 2035 Fund Top 10 Holding Tracking
• Historic Fidelity Freedom 2035 Fund Asset Under Management Tracking