Mutual Fund Insights: Fidelity Freedom 2025 Fund (FFTWX)

In-depth Analysis of Fidelity Freedom 2025 Fund (FFTWX)

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See Fidelity Freedom 2025 Fund (FFTWX) performance details as of January 31, 2010

  

Last Trade: $10.66 on 3/12/2010, Change: +0.01 (0.09%)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 5.0 years
Fundmojo Fund Grade: B (Score: 0.68)     (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 2025 Fund (FFTWX)

Data for Fidelity Freedom 2025 Fund (FFTWX) as of January 31, 2010

• Fidelity Freedom 2025 Fund (FFTWX) management has been with Fidelity Freedom 2025 Fund for 5.0 years
• Fidelity Freedom 2025 Fund (FFTWX) has good short-term performance (1-year return 33.88% vs 33.34% Target Date 2021-2025 category average)
• Fidelity Freedom 2025 Fund (FFTWX) has good mid-term performance (3-year return -3.51% vs -5.32% Target Date 2021-2025 category average)
• Fidelity Freedom 2025 Fund (FFTWX) has good Long-term performance (5-year return 2.33% vs 1.75% Target Date 2021-2025 category average)
• Fidelity Freedom 2025 Fund (FFTWX) ratio of up-years vs down years is greater than 2
• Fidelity Freedom 2025 Fund (FFTWX) has an annual stock turnover rate of 29.00% vs Target Date 2021-2025 average of 35.56%. It is good that Fidelity Freedom 2025 management does not trade extensively for its return.
• Fidelity Freedom 2025 Fund (FFTWX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.59, lower than category average of 18.88
• Fidelity Freedom 2025 Fund (FFTWX) 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 2025 Fund (FFTWX)

Data for Fidelity Freedom 2025 Fund (FFTWX) as of January 31, 2010

• Fidelity Freedom 2025 Fund is a focused fund with 76.53% 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 2025 Fund (FFTWX) has a Morningstar rating of 3 and below
• Fidelity Freedom 2025 Fund (FFTWX) has a higher management fee of 0.74% than its Target Date 2021-2025 average of 0.58%

See Fidelity Freedom 2025 Fund (FFTWX) performance details as of January 31, 2010

  

  

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Fidelity Freedom 2025 Fund (FFTWX) Net Asset

Track net asset change of Fidelity Freedom 2025 fund (FFTWX)

Date	Net Asset
01/2010	$8.56B
11/2009	$8.81B
10/2009	$8.47B

More historic net asset information on Fidelity Freedom 2025 Fund (FFTWX)

  

Fidelity Freedom 2025 Fund (FFTWX) Portfolio Allocation

Track portfolio allocation change of Fidelity Freedom 2025 fund (FFTWX)

Date	Cash	Stock	Bond	Other
10/2009	4.11%	69.97%	24.48%	1.44%
09/2009	3.42%	70.88%	23.3%	2.39%
08/2009	4.6%	70.5%	23.81%	1.08%

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

  

Most Recent Top 10 Holdings in Fidelity Freedom 2025 Fund (FFTWX)

Discover what Fidelity Freedom 2025 Fund (FFTWX) manager is buying

31-Oct-09 Fidelity Series Investment Grade Bond [13.69%] Fidelity Disciplined Equity [9.95%] Fidelity Series Large Cap Value [9.02%] Fidelity Equity-Income [8.55%] Fidelity Growth Company [8.27%] Fidelity Series All-Sector Equity [7.89%] Fidelity Series 100 Index [6.68%] Fidelity Diversified International [4.9%] Fidelity Overseas [4.81%] Fidelity Strategic Real Return [4.36%]

30-Sep-09 Fidelity Series Investment Grade Bond [13%] Fidelity Disciplined Equity [10.11%] Fidelity Series Large Cap Value [9.29%] Fidelity Equity-Income [8.68%] Fidelity Growth Company [8.51%] Fidelity Series All-Sector Equity [8.07%] Fidelity Series 100 Index [6.67%] Fidelity Diversified International [4.9%] Fidelity Overseas [4.9%] Fidelity Strategic Real Return [4.25%]

31-Aug-09 Fidelity Series Investment Grade Bond [13.78%] Fidelity Disciplined Equity [10.09%] Fidelity Series Large Cap Value [9.05%] Fidelity Growth Company [8.43%] Fidelity Equity-Income [8.38%] Fidelity Series All-Sector Equity [7.89%] Fidelity Series 100 Index [6.73%] Fidelity Diversified International [4.8%] Fidelity Overseas [4.78%] Fidelity Strategic Real Return [4.45%]

Click here for Stock Holding Change Map in Fidelity Freedom 2025 Fund (FFTWX)

  

Related books and products to Fidelity Freedom 2025 Fund (FFTWX)

  

Latest News on Fidelity Freedom 2025 (FFTWX)

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See more information on Fidelity Freedom 2025 Fund (FFTWX)

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